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.
Bear Stearns Salaries. You can even request information on how much does Bear Stearns pay if you want to. Learn about salaries, pros and cons of working for Bear Stearns directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
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
Allison Ashmore Allison Ashmore's Bear Stearns Experience June 2004 - September 2004
Job Account Executive at IMPAC MORTGAGE
Industry Financial Services
Experience
IMPAC MORTGAGE August 2013 - Present
IMPAC MORTGAGE July 2012 - August 2013
Sotheby's July 2008 - June 2009
Merry Karnowsky Gallery October 2006 - September 2008
Bear Stearns June 2004 - September 2004
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Banking, Sales, Refinance, Art, Architecture, Editing, Writing, Loan Servicing, FHA, USDA, Fixed Income
Education
The School of the Art Institute of Chicago 2009 — 2011
Master of Arts (MA), Modern and Contemporary Art History, Theory, and Criticism
University of California, Los Angeles 2003 — 2008
Bachelors of Arts (BA), Art History, English
IMPAC MORTGAGE August 2013 - Present
IMPAC MORTGAGE July 2012 - August 2013
Sotheby's July 2008 - June 2009
Merry Karnowsky Gallery October 2006 - September 2008
Bear Stearns June 2004 - September 2004
Skills
Loans, Mortgage Lending, Mortgage Banking, Loan Origination, Residential Mortgages, Banking, Sales, Refinance, Art, Architecture, Editing, Writing, Loan Servicing, FHA, USDA, Fixed Income
Education
The School of the Art Institute of Chicago 2009 — 2011
Master of Arts (MA), Modern and Contemporary Art History, Theory, and Criticism
University of California, Los Angeles 2003 — 2008
Bachelors of Arts (BA), Art History, English
Stephen Unger Stephen Unger's Bear Stearns Experience 1998 - 2008
Job Chief Financial Officer at Quotient Limited
Industry Medical Devices
Experience
Quotient Biodiagnostics January 2014 - Present
Unger & Company January 2013 - December 2013
Lazard Capital Markets October 2009 - December 2012
Bear Stearns 1998 - 2008
Delloite & Touche, LLP 1992 - 1996
Skills
Equities, Investments, Corporate Finance, Portfolio Management, Due Diligence, Hedge Funds, Asset Managment, Venture Capital, Alternative Investments, Capital Markets, Mergers, Equity Valuation
Education
University of Wisconsin-Madison 1988 — 1992
BBA, Accounting & Finance
The University of Chicago - Booth School of Business
MBA
Quotient Biodiagnostics January 2014 - Present
Unger & Company January 2013 - December 2013
Lazard Capital Markets October 2009 - December 2012
Bear Stearns 1998 - 2008
Delloite & Touche, LLP 1992 - 1996
Skills
Equities, Investments, Corporate Finance, Portfolio Management, Due Diligence, Hedge Funds, Asset Managment, Venture Capital, Alternative Investments, Capital Markets, Mergers, Equity Valuation
Education
University of Wisconsin-Madison 1988 — 1992
BBA, Accounting & Finance
The University of Chicago - Booth School of Business
MBA
Ann Milano Ann Milano's Bear Stearns Experience January 1985 - January 1990
Job ★★★Real Estate Broker ★★★
Industry Real Estate
Experience
HOUSE AMERICA Real Estate Group, LLC August 2009 - Present
Fidelity Bank December 2009 - May 2010
Real Estate Group February 2008 - April 2010
RE/MAX OF GEORGIA October 1997 - December 2009
Truth and Lending Mortgage 2005 - 2009
Harry Norman, Realtors September 1996 - December 1997
LIFE CALL of California January 1990 - September 1992
Bear Stearns January 1985 - January 1990
Skills
Foreclosures, Short Sales, Sellers, Relocation Buyers, First Time Home Buyers, Investment Properties, New Home Sales, Real Estate, Investors, Single Family Homes, Referrals, Residential Homes, REO, FHA, HUD, Buyers, Property, Selling, Mortgage Lending, Leases, Condos, New Homes, Real Property, Move Up Buyers, Investments, Income Properties, Vacation Homes, Townhomes, Listings
Education
The University of Georgia 1975 — 1979
St. Pius X 1971 — 1975
HOUSE AMERICA Real Estate Group, LLC August 2009 - Present
Fidelity Bank December 2009 - May 2010
Real Estate Group February 2008 - April 2010
RE/MAX OF GEORGIA October 1997 - December 2009
Truth and Lending Mortgage 2005 - 2009
Harry Norman, Realtors September 1996 - December 1997
LIFE CALL of California January 1990 - September 1992
Bear Stearns January 1985 - January 1990
Skills
Foreclosures, Short Sales, Sellers, Relocation Buyers, First Time Home Buyers, Investment Properties, New Home Sales, Real Estate, Investors, Single Family Homes, Referrals, Residential Homes, REO, FHA, HUD, Buyers, Property, Selling, Mortgage Lending, Leases, Condos, New Homes, Real Property, Move Up Buyers, Investments, Income Properties, Vacation Homes, Townhomes, Listings
Education
The University of Georgia 1975 — 1979
St. Pius X 1971 — 1975
Shelly Billups Shelly Billups's Bear Stearns Experience 2007 - 2007
Job Vice President Home Loans Finance at Bank of America
Industry Banking
Experience
Bank of America September 2010 - Present
Citi June 2007 - June 2010
Countrywide Mortgage Services December 2005 - February 2007
Bear Stearns 2007 - 2007
Skills
Mortgage Lending
Education
Texas Wesleyan University 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
Bank of America September 2010 - Present
Citi June 2007 - June 2010
Countrywide Mortgage Services December 2005 - February 2007
Bear Stearns 2007 - 2007
Skills
Mortgage Lending
Education
Texas Wesleyan University 1992 — 1996
Bachelor of Business Administration (BBA), Finance, General
James Waggoner James Waggoner's Bear Stearns Experience March 1978 - June 1988
Job CoFounder at Complete Financial LLC
Industry Investment Banking
Experience
Complete Financial LLC July 2013 - Present
PCM Advisors 2002 - Present
Sands Brothers Co Ltd January 1999 - December 2001
The Kensington Group LLC July 1988 - December 1998
Bear Stearns March 1978 - June 1988
Skills
Accounting, Investment Banking, Venture Capital, Financial Analysis, Strategy, Product Management, Management, Private Equity, Mergers & Acquisitions, Start-ups, Angel Investing, Hedge Funds, Negotiation, Financial Modeling, Strategic Planning, Training, Due Diligence, Financial Services, Competitive Analysis, Entrepreneurship, Asset Managment, Management Consulting, Business Development, Business Planning, Asset Management, Financial Structuring, Business Strategy, Investments, Marketing Strategy, Budgets, Corporate Finance
Education
The Ohio State University
BSBA, Finance, Marketing
Complete Financial LLC July 2013 - Present
PCM Advisors 2002 - Present
Sands Brothers Co Ltd January 1999 - December 2001
The Kensington Group LLC July 1988 - December 1998
Bear Stearns March 1978 - June 1988
Skills
Accounting, Investment Banking, Venture Capital, Financial Analysis, Strategy, Product Management, Management, Private Equity, Mergers & Acquisitions, Start-ups, Angel Investing, Hedge Funds, Negotiation, Financial Modeling, Strategic Planning, Training, Due Diligence, Financial Services, Competitive Analysis, Entrepreneurship, Asset Managment, Management Consulting, Business Development, Business Planning, Asset Management, Financial Structuring, Business Strategy, Investments, Marketing Strategy, Budgets, Corporate Finance
Education
The Ohio State University
BSBA, Finance, Marketing
Stacey Jarrett Rogers Stacey Jarrett Rogers's Bear Stearns Experience May 2006 - July 2008
Job SR DE Underwriter at Pacific Union Financial
Industry Banking
Experience
Pacific Union Financial, LLC March 2015 - Present
EverBank April 2012 - September 2013
Wells Fargo Home Mortgage February 2010 - April 2012
Taylor, Bean & Whitaker September 2008 - September 2009
Bear Stearns May 2006 - July 2008
First Horizon Home Loans April 2005 - April 2006
Washington Mutual June 2001 - January 2005
Skills
DE Certified, Mortgage Lending, FHA, Underwriting, FNMA, Credit Analysis, Loan Origination, Mortgage Banking, Residential Mortgages, Refinance, FHA financing, Mortgage Underwriting, Loans, Government Loans, Home Equity Loans, FHLMC, Credit Risk, Encompass, FHA Financing, Credit, VA loans
Education
The University of Memphis
Pacific Union Financial, LLC March 2015 - Present
EverBank April 2012 - September 2013
Wells Fargo Home Mortgage February 2010 - April 2012
Taylor, Bean & Whitaker September 2008 - September 2009
Bear Stearns May 2006 - July 2008
First Horizon Home Loans April 2005 - April 2006
Washington Mutual June 2001 - January 2005
Skills
DE Certified, Mortgage Lending, FHA, Underwriting, FNMA, Credit Analysis, Loan Origination, Mortgage Banking, Residential Mortgages, Refinance, FHA financing, Mortgage Underwriting, Loans, Government Loans, Home Equity Loans, FHLMC, Credit Risk, Encompass, FHA Financing, Credit, VA loans
Education
The University of Memphis
Ted Kniesche's Bear Stearns Experience July 2003 - August 2006
Job Vice President Business Development at Fulcrum BioEnergy, Inc.
Industry Renewables & Environment
Experience
Fulcrum BioEnergy, Inc. 2007 - Present
US Renewables Group September 2006 - July 2007
Bear Stearns July 2003 - August 2006
Skills
Renewable Energy, Private Equity, Mergers, Corporate Finance, Project Finance, Investment Banking, Alternative Energy, Venture Capital, Financial Modeling, Due Diligence, Corporate Development, Business Development, Cleantech, Start-ups, Entrepreneurship, M, Energy Policy, Energy, Business Strategy, Sustainable Energy, Strategy, Mergers & Acquisitions, Solar Energy
Education
University of California, Berkeley 1998 — 2002
B.A., Economics
London School of Economics and Political Science 2000 — 2001
General Course Certificate, Economics
Redwood High School 1994 — 1998
Fulcrum BioEnergy, Inc. 2007 - Present
US Renewables Group September 2006 - July 2007
Bear Stearns July 2003 - August 2006
Skills
Renewable Energy, Private Equity, Mergers, Corporate Finance, Project Finance, Investment Banking, Alternative Energy, Venture Capital, Financial Modeling, Due Diligence, Corporate Development, Business Development, Cleantech, Start-ups, Entrepreneurship, M, Energy Policy, Energy, Business Strategy, Sustainable Energy, Strategy, Mergers & Acquisitions, Solar Energy
Education
University of California, Berkeley 1998 — 2002
B.A., Economics
London School of Economics and Political Science 2000 — 2001
General Course Certificate, Economics
Redwood High School 1994 — 1998
Tyler Zara Tyler Zara's Bear Stearns Experience June 2007 - August 2007
Job MBA Candidate at University of Virginia Darden School of Business
Industry Management Consulting
Experience
The Boston Consulting Group June 2014 - August 2014
Dahlman Rose & Co. June 2012 - April 2013
Dahlman Rose & Co. June 2009 - June 2012
Morgan Stanley June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Mining, Bloomberg, Equity Research, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Equities, Investment Banking, Private Equity, Fixed Income, Corporate Finance, Series 7, Emerging Markets, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BS, Political Economy
London School of Economics and Political Science 2006 — 2006
Summer, Corporate Finance
The Boston Consulting Group June 2014 - August 2014
Dahlman Rose & Co. June 2012 - April 2013
Dahlman Rose & Co. June 2009 - June 2012
Morgan Stanley June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Mining, Bloomberg, Equity Research, Valuation, Financial Modeling, Hedge Funds, Capital Markets, Equities, Investment Banking, Private Equity, Fixed Income, Corporate Finance, Series 7, Emerging Markets, Alternative Investments
Education
University of Virginia - Darden Graduate School of Business Administration 2013 — 2015
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BS, Political Economy
London School of Economics and Political Science 2006 — 2006
Summer, Corporate Finance
Marshelle Green Marshelle Green's Bear Stearns Experience September 2006 - October 2007
Job VP in Repurchase for Citibank
Industry Capital Markets
Experience
CitiMortgage September 2007 - September 2013
Bear Stearns September 2006 - October 2007
Centex Home Equity February 2005 - August 2006
Skills
Customer Service, Loans, Credit, Banking, Mortgage Lending, Loan Origination, Risk Management, Management, Financial Risk, Analysis, Portfolio Management, Negotiation, Loss Mitigation, Credit Analysis, Analytics, Mortgage Banking, Underwriting, Due Diligence, Vendor Management, Mortgage Servicing, Mortgage Underwriting, Refinance, Residential Mortgages, USDA, FHA, Loan Servicing, Finance, Home Equity Loans, FHA financing
Education
Texas Woman's University 2004 — 2006
MBA, Business Administration
CitiMortgage September 2007 - September 2013
Bear Stearns September 2006 - October 2007
Centex Home Equity February 2005 - August 2006
Skills
Customer Service, Loans, Credit, Banking, Mortgage Lending, Loan Origination, Risk Management, Management, Financial Risk, Analysis, Portfolio Management, Negotiation, Loss Mitigation, Credit Analysis, Analytics, Mortgage Banking, Underwriting, Due Diligence, Vendor Management, Mortgage Servicing, Mortgage Underwriting, Refinance, Residential Mortgages, USDA, FHA, Loan Servicing, Finance, Home Equity Loans, FHA financing
Education
Texas Woman's University 2004 — 2006
MBA, Business Administration
Justin Behrmann, CAS's Bear Stearns Experience 2007 - 2008
Job Managing Partner at Central Waste Management
Industry Real Estate
Experience
Central Waste Management 2014 - Present
Asset Solutions Group Inc 2008 - Present
Bear Stearns 2007 - 2008
Indymac Bank 2006 - 2007
United States Air Force 1996 - 2000
Skills
Real Estate, Single Family Homes, Management, REO, Property, Residential Homes, Rentals, Investment Properties, Selling, Investors, Foreclosures, Sales
Education
Texas Tech University 2000 — 2005
B.A.
Central Waste Management 2014 - Present
Asset Solutions Group Inc 2008 - Present
Bear Stearns 2007 - 2008
Indymac Bank 2006 - 2007
United States Air Force 1996 - 2000
Skills
Real Estate, Single Family Homes, Management, REO, Property, Residential Homes, Rentals, Investment Properties, Selling, Investors, Foreclosures, Sales
Education
Texas Tech University 2000 — 2005
B.A.
Jacob Honig's Bear Stearns Experience June 2007 - August 2007
Job VP Marketing and Product at HONK Technologies
Industry Internet
Experience
HONK Technologies June 2015 - Present
TheLeadSports February 2015 - Present
Proof Technologies Inc. June 2014 - Present
Octocall October 2013 - Present
Honig Exports August 2013 - Present
Threadflip July 2011 - August 2013
Causes 2010 - July 2011
Integral Derivatives June 2008 - July 2010
Bear Stearns June 2007 - August 2007
Education
The Johns Hopkins University 2004 — 2008
BA, Economics
HONK Technologies June 2015 - Present
TheLeadSports February 2015 - Present
Proof Technologies Inc. June 2014 - Present
Octocall October 2013 - Present
Honig Exports August 2013 - Present
Threadflip July 2011 - August 2013
Causes 2010 - July 2011
Integral Derivatives June 2008 - July 2010
Bear Stearns June 2007 - August 2007
Education
The Johns Hopkins University 2004 — 2008
BA, Economics
Patrick Daley, CFA Patrick Daley, CFA's Bear Stearns Experience March 1999 - January 2002
Job CFO/COO DaleyTang
Industry Venture Capital & Private Equity
Experience
Daley & Tang Partners LLC September 2014 - Present
Tur Partners May 2011 - September 2014
US Army, January 2005 - January 2009
Bear Stearns March 1999 - January 2002
Skills
Private Equity, Venture Capital, Investments, Due Diligence, Valuation, Mergers & Acquisitions, Business Strategy, Corporate Finance, Emerging Markets, Financial Modeling, International..., Investment Banking, Asset Management, Funding, Portfolio Management, Entrepreneurship, Hedge Funds, Strategic Planning, Cross-border..., Capital Markets, Acquisitions, Equities, Strategy, Finance, Securities, Mergers, Options, Management Consulting, Start-ups, Executive Management, Asset Allocation, Financial Analysis, Derivatives, Analysis, Investment Strategies, Bloomberg, Risk Management, Strategic Consulting, Economics, Corporate Development, Real Estate Economics, LBO
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Strategic Management
University of Illinois at Urbana-Champaign 1996 — 1998
Bachelor of Arts (B.A.), Philosophy
Daley & Tang Partners LLC September 2014 - Present
Tur Partners May 2011 - September 2014
US Army, January 2005 - January 2009
Bear Stearns March 1999 - January 2002
Skills
Private Equity, Venture Capital, Investments, Due Diligence, Valuation, Mergers & Acquisitions, Business Strategy, Corporate Finance, Emerging Markets, Financial Modeling, International..., Investment Banking, Asset Management, Funding, Portfolio Management, Entrepreneurship, Hedge Funds, Strategic Planning, Cross-border..., Capital Markets, Acquisitions, Equities, Strategy, Finance, Securities, Mergers, Options, Management Consulting, Start-ups, Executive Management, Asset Allocation, Financial Analysis, Derivatives, Analysis, Investment Strategies, Bloomberg, Risk Management, Strategic Consulting, Economics, Corporate Development, Real Estate Economics, LBO
Education
The University of Chicago - Booth School of Business 2002 — 2004
Master of Business Administration (MBA), Finance and Strategic Management
University of Illinois at Urbana-Champaign 1996 — 1998
Bachelor of Arts (B.A.), Philosophy
Brian Reynolds's Bear Stearns Experience July 2007 - August 2007
Job Associate at Aurora Capital Group
Industry Venture Capital & Private Equity
Experience
Aurora Capital Group July 2012 - Present
JP Morgan January 2010 - June 2012
Lazard June 2009 - December 2009
Dimensional Fund Advisors June 2008 - August 2008
Bear Stearns July 2007 - August 2007
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking, Finance, Strategy, Portfolio Management, LBO, Restructuring, DCF, Analysis, Management, Financial Modeling
Education
University of Kansas 2004 — 2009
Finance, Communication Studies, 4.0
Aurora Capital Group July 2012 - Present
JP Morgan January 2010 - June 2012
Lazard June 2009 - December 2009
Dimensional Fund Advisors June 2008 - August 2008
Bear Stearns July 2007 - August 2007
Skills
Valuation, Mergers & Acquisitions, Due Diligence, Investment Banking, Finance, Strategy, Portfolio Management, LBO, Restructuring, DCF, Analysis, Management, Financial Modeling
Education
University of Kansas 2004 — 2009
Finance, Communication Studies, 4.0
Ashley Minton, MBA Ashley Minton, MBA's Bear Stearns Experience December 2006 - December 2007
Job Sr. Mortgage Consultant CitiBank CBNA
Industry Financial Services
Experience
CitiBank, CBNA July 2004 - Present
Bear Stearns December 2006 - December 2007
Skills
Fluent Spanish, Mortgage Lending, Financial Analysis, Loans, Sales, Mortgage Banking, Banking, Cold Calling, Residential Mortgages, Customer Service, Sales Management, Credit, FHA, Account Management, Investments, Insurance, New Business Development, Refinance, Finance, Relationship Management, Loan Origination, Business Development, Negotiation, Marketing, Underwriting, Leadership, Risk Management, Selling, VA loans
Education
The University of Dallas 2006 — 2008
Masters, Strategic Leadership and Organizational Development
Western Carolina University 1998 — 2003
Bachelor Science, International Business and Spanish
Duncanville ISD
CitiBank, CBNA July 2004 - Present
Bear Stearns December 2006 - December 2007
Skills
Fluent Spanish, Mortgage Lending, Financial Analysis, Loans, Sales, Mortgage Banking, Banking, Cold Calling, Residential Mortgages, Customer Service, Sales Management, Credit, FHA, Account Management, Investments, Insurance, New Business Development, Refinance, Finance, Relationship Management, Loan Origination, Business Development, Negotiation, Marketing, Underwriting, Leadership, Risk Management, Selling, VA loans
Education
The University of Dallas 2006 — 2008
Masters, Strategic Leadership and Organizational Development
Western Carolina University 1998 — 2003
Bachelor Science, International Business and Spanish
Duncanville ISD
Keith Behrens Keith Behrens's Bear Stearns Experience 2000 - 2001
Job Managing Director at Stephens Inc.
Industry Investment Banking
Experience
Enservco Corporation July 2014 - Present
Stephens Inc. May 2009 - Present
Energy Capital Solutions October 2001 - May 2009
Bear Stearns 2000 - 2001
Wasserstein Perella 1997 - 2000
NationsBanc Capital Markets 1994 - 1997
McKenna and Company 1992 - 1994
Education
The University of Texas at Austin 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Enservco Corporation July 2014 - Present
Stephens Inc. May 2009 - Present
Energy Capital Solutions October 2001 - May 2009
Bear Stearns 2000 - 2001
Wasserstein Perella 1997 - 2000
NationsBanc Capital Markets 1994 - 1997
McKenna and Company 1992 - 1994
Education
The University of Texas at Austin 1990 — 1992
Master of Business Administration (M.B.A.), Finance, General
The University of Texas at Austin 1984 — 1988
Bachelor of Business Administration (B.B.A.), Finance, General
Mark Schoenebaum, MD Mark Schoenebaum, MD's Bear Stearns Experience June 2004 - June 2008
Job Evercore ISI / Head of Healthcare / Biotechnology & Pharmaceuticals Analyst / Partner
Industry Financial Services
Experience
Evercore ISI June 2010 - Present
Deutche Bank (DB) June 2008 - June 2010
Bear Stearns June 2004 - June 2008
CIBC World Markets and Piper Jaffray October 2000 - February 2004
Skills
Equity Research, Pharmaceutical Industry, Equities, Investment Banking, Hedge Funds, Financial Analysis, Valuation, Financial Modeling, Investments, Portfolio Management, Mergers, Asset Management, Business Strategy, Lifesciences, Market Research, Equity Valuation, Corporate Finance, Due Diligence, Competitive Intelligence, Venture Capital, Private Equity, Strategy, Mergers & Acquisitions, Acquisition Integration, Emerging Markets, Business Valuation, Competitive Analysis, Corporate Development, Capital Markets, Start-ups, IPO, M&A experience, Investment Strategies, Market Analysis, Investor Relations, Stock Picking, Equity Trading, Bloomberg, Restructuring, Investment Management, Executive Management, Finance, LBO, Series 7, Commercialization, Securities, Research, Trading, Financial Services, Alternative Investments
Education
The Johns Hopkins University School of Medicine 1996 — 2000
MD, Medicine
Indiana University Bloomington 1991 — 1995
BA, History major, Pre-Med, violin
Valley High School 1987 — 1991
Diploma
Evercore ISI June 2010 - Present
Deutche Bank (DB) June 2008 - June 2010
Bear Stearns June 2004 - June 2008
CIBC World Markets and Piper Jaffray October 2000 - February 2004
Skills
Equity Research, Pharmaceutical Industry, Equities, Investment Banking, Hedge Funds, Financial Analysis, Valuation, Financial Modeling, Investments, Portfolio Management, Mergers, Asset Management, Business Strategy, Lifesciences, Market Research, Equity Valuation, Corporate Finance, Due Diligence, Competitive Intelligence, Venture Capital, Private Equity, Strategy, Mergers & Acquisitions, Acquisition Integration, Emerging Markets, Business Valuation, Competitive Analysis, Corporate Development, Capital Markets, Start-ups, IPO, M&A experience, Investment Strategies, Market Analysis, Investor Relations, Stock Picking, Equity Trading, Bloomberg, Restructuring, Investment Management, Executive Management, Finance, LBO, Series 7, Commercialization, Securities, Research, Trading, Financial Services, Alternative Investments
Education
The Johns Hopkins University School of Medicine 1996 — 2000
MD, Medicine
Indiana University Bloomington 1991 — 1995
BA, History major, Pre-Med, violin
Valley High School 1987 — 1991
Diploma
Federico Pier's Bear Stearns Experience 2005 - 2007
Job Founder / Managing Director at Abacus Asset Management, Inc
Industry Financial Services
Experience
Abacus Asset Management, Inc April 2014 - Present
Oppenheimer & Co. November 2007 - April 2014
Bear Stearns 2005 - 2007
Prudential Securities, Inc 1998 - 2006
Skills
Fixed Income, Corporate Finance, Forecasting, Business Strategy, Strategic Planning, Business Planning, Business Development, Management, Start-ups, New Business Development, Sales Management, Pricing, Negotiation, Contract Negotiation, Series 7, Finance, Strategy
Education
The University of Dallas
Master of Business Administration (MBA), Corporate Fininace
University of North Texas 1988 — 1990
Bachelor's degree, Corporate Finance
Abacus Asset Management, Inc April 2014 - Present
Oppenheimer & Co. November 2007 - April 2014
Bear Stearns 2005 - 2007
Prudential Securities, Inc 1998 - 2006
Skills
Fixed Income, Corporate Finance, Forecasting, Business Strategy, Strategic Planning, Business Planning, Business Development, Management, Start-ups, New Business Development, Sales Management, Pricing, Negotiation, Contract Negotiation, Series 7, Finance, Strategy
Education
The University of Dallas
Master of Business Administration (MBA), Corporate Fininace
University of North Texas 1988 — 1990
Bachelor's degree, Corporate Finance
Leema Basharyar Leema Basharyar's Bear Stearns Experience June 2001 - September 2003
Job Owner at BASH & BOW, New York
Industry Retail
Experience
BASH & BOW, New York October 2011 - Present
LBASH CREATIVE June 2010 - December 2011
JPMorgan October 2003 - March 2011
Bear Stearns June 2001 - September 2003
Skills
Series 7, Fixed Income, Derivatives, Sales, Graphic Design, Retail, Forecasting, Packaging, Fashion
Education
The George Washington University 1997 — 2001
Bachelor, Business Admin
BASH & BOW, New York October 2011 - Present
LBASH CREATIVE June 2010 - December 2011
JPMorgan October 2003 - March 2011
Bear Stearns June 2001 - September 2003
Skills
Series 7, Fixed Income, Derivatives, Sales, Graphic Design, Retail, Forecasting, Packaging, Fashion
Education
The George Washington University 1997 — 2001
Bachelor, Business Admin
Patrick Scanlan Patrick Scanlan's Bear Stearns Experience January 1997 - March 2008
Job Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital August 2013 - Present
J.P. Morgan July 2008 - July 2013
Bear Stearns January 1997 - March 2008
J.P. Morgan June 1995 - January 1997
Boeing (DeHavilland Division) 1989 - 1993
U.S. Army, NATO, West Germany 1984 - 1989
Skills
Finance, Technical Analysis, Due Diligence, Process Improvement, Mergers, Operational Risk..., Business Strategy, Operations Management, Commodity, Program Management, Mergers & Acquisitions, Investment Strategies, Venture Capital, Sales, Leadership, Equity Trading, Investment Management, Relationship Management, Financial Services, Executive Management, Cross-functional Team..., Hedge Funds
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, Ecomonics
ARMY RANGER at Fort Benning, GA 1985 — 1985
RANGER TAB, Winter
United States Military Academy at West Point 1980 — 1984
Bachelor of Science (B.S.), Mechanical Engineering
Macquarie Capital August 2013 - Present
J.P. Morgan July 2008 - July 2013
Bear Stearns January 1997 - March 2008
J.P. Morgan June 1995 - January 1997
Boeing (DeHavilland Division) 1989 - 1993
U.S. Army, NATO, West Germany 1984 - 1989
Skills
Finance, Technical Analysis, Due Diligence, Process Improvement, Mergers, Operational Risk..., Business Strategy, Operations Management, Commodity, Program Management, Mergers & Acquisitions, Investment Strategies, Venture Capital, Sales, Leadership, Equity Trading, Investment Management, Relationship Management, Financial Services, Executive Management, Cross-functional Team..., Hedge Funds
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (MBA), Finance, Ecomonics
ARMY RANGER at Fort Benning, GA 1985 — 1985
RANGER TAB, Winter
United States Military Academy at West Point 1980 — 1984
Bachelor of Science (B.S.), Mechanical Engineering
Richard Lahiere Richard Lahiere's Bear Stearns Experience 2004 - 2004
Job Executive Director at JP Morgan Chase, Fixed Income, Quantitative Analysis and Risk
Industry Investment Management
Experience
JPMorgan Chase 2012 - Present
JPMorgan Chase 2008 - 2012
JPMorgan Chase 2005 - 2008
Bear Stearns 2004 - 2004
Honda of America Mfg., Inc. 1994 - 2003
Skills
- Fixed Income..., - Financial Modeling, - Structured Finance, - Financial and..., - Financial Computer..., - Oral/ Written..., Financial Analysis, Fixed Income, Derivatives, Financial Modeling, Quantitative Analytics, Financial Risk, Cross-functional Team..., Strategic Planning, Management Systems
Education
The Ohio State University
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin
Doctor of Philosophy (PhD), Chemical Engineering
The University of Texas at Austin
Master of Science (MS), Chemical Engineering
Vanderbilt University
Bachelor of Science (B.S.), Chemical Engineering
JPMorgan Chase 2012 - Present
JPMorgan Chase 2008 - 2012
JPMorgan Chase 2005 - 2008
Bear Stearns 2004 - 2004
Honda of America Mfg., Inc. 1994 - 2003
Skills
- Fixed Income..., - Financial Modeling, - Structured Finance, - Financial and..., - Financial Computer..., - Oral/ Written..., Financial Analysis, Fixed Income, Derivatives, Financial Modeling, Quantitative Analytics, Financial Risk, Cross-functional Team..., Strategic Planning, Management Systems
Education
The Ohio State University
Master of Business Administration (MBA), Finance, General
The University of Texas at Austin
Doctor of Philosophy (PhD), Chemical Engineering
The University of Texas at Austin
Master of Science (MS), Chemical Engineering
Vanderbilt University
Bachelor of Science (B.S.), Chemical Engineering
Laura LaBash, CFA, CPA Laura LaBash, CFA, CPA's Bear Stearns Experience 1993 - 2001
Job Controller at Three Bays Capital
Industry Investment Management
Experience
Three Bays Capital September 2015 - Present
Independent Contractor May 2015 - August 2015
Beacon Consulting Group November 2014 - April 2015
Cambridge Associates February 2014 - October 2014
Wellington Management April 2001 - December 2012
Bear Stearns 1993 - 2001
PwC 1989 - 1993
Skills
Alternative Investments, Fixed Income, Options, Counterparty Risk, Asset Management, Investment Strategies, Risk Management, Hedge Funds, Trading Operations, Derivative Operations, IT Solutions, Oversight, Process Improvement, Cross Functional Team..., Experienced Change Agent, Derivatives, Swaps, Strategic Planning
Education
The University of Connecticut School of Business 1985 — 1989
Bachelor of Science (B.S.), Accounting and Economics, Magna Cum Laude
Three Bays Capital September 2015 - Present
Independent Contractor May 2015 - August 2015
Beacon Consulting Group November 2014 - April 2015
Cambridge Associates February 2014 - October 2014
Wellington Management April 2001 - December 2012
Bear Stearns 1993 - 2001
PwC 1989 - 1993
Skills
Alternative Investments, Fixed Income, Options, Counterparty Risk, Asset Management, Investment Strategies, Risk Management, Hedge Funds, Trading Operations, Derivative Operations, IT Solutions, Oversight, Process Improvement, Cross Functional Team..., Experienced Change Agent, Derivatives, Swaps, Strategic Planning
Education
The University of Connecticut School of Business 1985 — 1989
Bachelor of Science (B.S.), Accounting and Economics, Magna Cum Laude
Arvin Malkani, PhD Arvin Malkani, PhD's Bear Stearns Experience June 1995 - August 1995
Job CEO at ISN Corporation
Industry Information Technology and Services
Experience
ISN Corporation January 2014 - Present
ISN Corporation June 2006 - December 2013
ISN Corporation 1999 - 2001
ISN Corporation 1997 - 1999
Mooring Financial Corporation June 1996 - September 1997
Bear Stearns June 1995 - August 1995
Skills
Research, Government, Strategic Planning, Project Management, Salesforce.com, Logistics Management, Finance, Real Estate, Green Building, Software Development, Immunization, Food Safety, Litigation Support, Inspections, Field Investigations, Health Care Fraud, Document Management, Analysis, Start-ups, Business Development
Education
The George Washington University 2005 — 2012
Doctor of Philosophy (PhD), Information Technology
The George Washington University
BS, Electrcial Engineering
The Johns Hopkins University
Master of Business Administration (MBA)
The Johns Hopkins University
Master of Science (MS), Information Technology
ISN Corporation January 2014 - Present
ISN Corporation June 2006 - December 2013
ISN Corporation 1999 - 2001
ISN Corporation 1997 - 1999
Mooring Financial Corporation June 1996 - September 1997
Bear Stearns June 1995 - August 1995
Skills
Research, Government, Strategic Planning, Project Management, Salesforce.com, Logistics Management, Finance, Real Estate, Green Building, Software Development, Immunization, Food Safety, Litigation Support, Inspections, Field Investigations, Health Care Fraud, Document Management, Analysis, Start-ups, Business Development
Education
The George Washington University 2005 — 2012
Doctor of Philosophy (PhD), Information Technology
The George Washington University
BS, Electrcial Engineering
The Johns Hopkins University
Master of Business Administration (MBA)
The Johns Hopkins University
Master of Science (MS), Information Technology
Howard Norowitz Howard Norowitz's Bear Stearns Experience 2006 - 2008
Job Senior Managing Director at Stone Lion Capital Partners
Industry Investment Management
Experience
Stone Lion Capital Partners June 2008 - Present
Bear Stearns 2006 - 2008
GE Capital 2001 - 2006
Skills
Debt Restructuring, Distressed Debt, Bankruptcy, Alternative Investments
Education
University of Chicago Graduate School of Business 1991 — 1993
Master of Business Administration (MBA)
United States Military Academy at West Point 1983 — 1987
Bachelor of Science (B.S.), Management
Stone Lion Capital Partners June 2008 - Present
Bear Stearns 2006 - 2008
GE Capital 2001 - 2006
Skills
Debt Restructuring, Distressed Debt, Bankruptcy, Alternative Investments
Education
University of Chicago Graduate School of Business 1991 — 1993
Master of Business Administration (MBA)
United States Military Academy at West Point 1983 — 1987
Bachelor of Science (B.S.), Management
Jean Langan-Viotto Jean Langan-Viotto's Bear Stearns Experience 1987 - 1997
Job Managing Director, Senior Credit Officer at NewOak Capital
Industry Financial Services
Experience
NewOak Capital December 2012 - Present
Bank of America November 2011 - December 2012
assigned to JP Morgan Chase April 2010 - November 2011
Bear Stearns & Co February 1987 - August 1997
Bear Stearns 1987 - 1997
Citicorp Mortgage 1985 - 1987
Skills
Performance Management, Loans, Credit, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, Management, Mergers & Acquisitions, Foreclosures, Loan Servicing, Analysis, Due Diligence, Asset Management, Loan Origination, Mortgage Servicing, Relationship Management, Credit Analysis, Finance, Training, Financial Risk, Loss Mitigation, Sales, Mortgage Underwriting, Credit Risk, Banking, Capital Markets, Residential Mortgages, Mortgage Banking, Financial Structuring, Fixed Income, Consumer Lending, Financial Services, Structured Finance, Commercial Lending, Refinance, Securitization, Retail Banking, Valuation, Commercial Mortgages, Securities, FHA, Investment Properties, Investments, Bonds, Funding, Investment Banking, Default, Derivatives, Structured Products
Education
The University of Connecticut School of Business 1980 — 1985
Finance, Finance, General
Wilton High School 1976 — 1980
University of Connecticut
Bachelor of Science, Finance Degree
NewOak Capital December 2012 - Present
Bank of America November 2011 - December 2012
assigned to JP Morgan Chase April 2010 - November 2011
Bear Stearns & Co February 1987 - August 1997
Bear Stearns 1987 - 1997
Citicorp Mortgage 1985 - 1987
Skills
Performance Management, Loans, Credit, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, Management, Mergers & Acquisitions, Foreclosures, Loan Servicing, Analysis, Due Diligence, Asset Management, Loan Origination, Mortgage Servicing, Relationship Management, Credit Analysis, Finance, Training, Financial Risk, Loss Mitigation, Sales, Mortgage Underwriting, Credit Risk, Banking, Capital Markets, Residential Mortgages, Mortgage Banking, Financial Structuring, Fixed Income, Consumer Lending, Financial Services, Structured Finance, Commercial Lending, Refinance, Securitization, Retail Banking, Valuation, Commercial Mortgages, Securities, FHA, Investment Properties, Investments, Bonds, Funding, Investment Banking, Default, Derivatives, Structured Products
Education
The University of Connecticut School of Business 1980 — 1985
Finance, Finance, General
Wilton High School 1976 — 1980
University of Connecticut
Bachelor of Science, Finance Degree
Tyler Steele, CFA Tyler Steele, CFA's Bear Stearns Experience February 2006 - February 2007
Job Senior Vice President, Portfolio Manager at Richardson GMP
Industry Banking
Experience
Richardson GMP November 2013 - Present
Macquarie Private Wealth September 2010 - October 2013
CIBC August 2007 - September 2010
Bear Stearns February 2006 - February 2007
Morgan Stanley February 2004 - March 2006
MSCI Barra 2004 - 2006
Merrill Lynch June 1999 - October 2003
Skills
Wealth Management, Investment Advisory, Portfolio Management, Investments, Retirement Planning, Asset Allocation, Investment Strategies, Equities, Alternative Investments, Life Insurance, Estate Tax Planning, Fixed Income, Hedge Funds, Disability Insurance, GIC, Capital Markets, Mutual Funds, Asset Management, Bonds, Derivatives, Bloomberg, ETFs, Equity Research, Investment Management, Securities, Asset Managment, Options, Term Life Insurance, Estate Planning, Wealth Management...
Education
The University of British Columbia 1991 — 1994
BA, Economics
Handsworth 1986 — 1990
Richardson GMP November 2013 - Present
Macquarie Private Wealth September 2010 - October 2013
CIBC August 2007 - September 2010
Bear Stearns February 2006 - February 2007
Morgan Stanley February 2004 - March 2006
MSCI Barra 2004 - 2006
Merrill Lynch June 1999 - October 2003
Skills
Wealth Management, Investment Advisory, Portfolio Management, Investments, Retirement Planning, Asset Allocation, Investment Strategies, Equities, Alternative Investments, Life Insurance, Estate Tax Planning, Fixed Income, Hedge Funds, Disability Insurance, GIC, Capital Markets, Mutual Funds, Asset Management, Bonds, Derivatives, Bloomberg, ETFs, Equity Research, Investment Management, Securities, Asset Managment, Options, Term Life Insurance, Estate Planning, Wealth Management...
Education
The University of British Columbia 1991 — 1994
BA, Economics
Handsworth 1986 — 1990
Anna Shelly Heimler Anna Shelly Heimler's Bear Stearns Experience 1980 - 2009
Job CEO and Founder at Heimler Advisors
Industry Investment Management
Experience
Heimler Advisors 1998 - Present
Heimler Advisors 2009 - 2012
Bear Stearns 1980 - 2009
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Investments, Private Equity, Fixed Income, Investment Strategies, Portfolio Management, Investment Management, Asset Allocation, Investment Advisory
Education
Château de Rosey
La Sorbonne
Master of Business Administration (M.B.A.)
Le Cordon Bleu Europe
Chef de Cuisine
London School of Economics and Political Science, U. of London
Masters of Economics
Heimler Advisors 1998 - Present
Heimler Advisors 2009 - 2012
Bear Stearns 1980 - 2009
Skills
Hedge Funds, Alternative Investments, Equities, Asset Management, Investments, Private Equity, Fixed Income, Investment Strategies, Portfolio Management, Investment Management, Asset Allocation, Investment Advisory
Education
Château de Rosey
La Sorbonne
Master of Business Administration (M.B.A.)
Le Cordon Bleu Europe
Chef de Cuisine
London School of Economics and Political Science, U. of London
Masters of Economics
Joon Huh Joon Huh's Bear Stearns Experience 1999 - 2001
Job Vice President at Yahoo!
Industry Internet
Experience
Yahoo! 2007 - Present
Mesirow Financial Consulting 2004 - 2007
Deloitte & Touche 2002 - 2004
Bear Stearns 1999 - 2001
General Electric 1994 - 1997
Skills
Mergers & Acquisitions, Corporate Finance, Investments, Investor Relations, Corporate Development, Financial Modeling, Analytics, Strategic Partnerships, Acquisition Integration, Due Diligence, Strategy, Financial Analysis, Valuation, Competitive Analysis, Business Strategy, Mergers
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Washington 1989 — 1993
B.S., Engineering
Yahoo! 2007 - Present
Mesirow Financial Consulting 2004 - 2007
Deloitte & Touche 2002 - 2004
Bear Stearns 1999 - 2001
General Electric 1994 - 1997
Skills
Mergers & Acquisitions, Corporate Finance, Investments, Investor Relations, Corporate Development, Financial Modeling, Analytics, Strategic Partnerships, Acquisition Integration, Due Diligence, Strategy, Financial Analysis, Valuation, Competitive Analysis, Business Strategy, Mergers
Education
The University of Chicago - Booth School of Business 1997 — 1999
Master of Business Administration (MBA)
University of Washington 1989 — 1993
B.S., Engineering
Gordon Morse Gordon Morse's Bear Stearns Experience August 1995 - April 2006
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Financial Services
Experience
Raymond James & Associates, Inc. July 2008 - Present
Raymond James 2008 - Present
Jefferies & Company July 2006 - April 2008
Bear Stearns August 1995 - April 2006
Education
The Ohio State University 1980 — 1984
BA, English
Raymond James & Associates, Inc. July 2008 - Present
Raymond James 2008 - Present
Jefferies & Company July 2006 - April 2008
Bear Stearns August 1995 - April 2006
Education
The Ohio State University 1980 — 1984
BA, English
Amanda McKeever Burke Amanda McKeever Burke's Bear Stearns Experience 2004 - 2007
Job Senior Manager, West Africa & Haiti Region at Chemonics International
Industry International Affairs
Experience
Chemonics International September 2014 - Present
Chemonics International July 2010 - September 2014
Population Services International January 2009 - July 2010
10,000 Girls June 2009 - August 2009
Satit Kasit University 2007 - 2008
Bear Stearns 2004 - 2007
Skills
International..., Policy Analysis, International Relations, Fundraising, Public Policy, Non-profits, Research, Program Evaluation, Proposal Writing, Community Development, Economic Development, Strategic Communications, Qualitative Research, Capacity Building, Grants, Corporate Social..., NGOs, Nonprofits, Human Rights
Education
The George Washington University 2008 — 2010
MA, International Development
University of Michigan 2000 — 2004
BA, Sociology
Chemonics International September 2014 - Present
Chemonics International July 2010 - September 2014
Population Services International January 2009 - July 2010
10,000 Girls June 2009 - August 2009
Satit Kasit University 2007 - 2008
Bear Stearns 2004 - 2007
Skills
International..., Policy Analysis, International Relations, Fundraising, Public Policy, Non-profits, Research, Program Evaluation, Proposal Writing, Community Development, Economic Development, Strategic Communications, Qualitative Research, Capacity Building, Grants, Corporate Social..., NGOs, Nonprofits, Human Rights
Education
The George Washington University 2008 — 2010
MA, International Development
University of Michigan 2000 — 2004
BA, Sociology
AARISH PATELL AARISH PATELL's Bear Stearns Experience June 2004 - September 2006
Job Research Consultant, Private Markets at NEPC, LLC
Industry Venture Capital & Private Equity
Experience
NEPC, LLC January 2015 - Present
Hewitt EnnisKnupp, Inc., an Aon Company June 2013 - January 2015
Tano Capital June 2010 - August 2010
Fisher Lynch Capital December 2006 - March 2009
Bear Stearns June 2004 - September 2006
Education
The University of Chicago Booth School of Business 2009 — 2011
Master's Degree, Finance, Economics, Strategic Management
University of California, Los Angeles
Bachelor's Degree, BUSINESS / ECONOMICS
NEPC, LLC January 2015 - Present
Hewitt EnnisKnupp, Inc., an Aon Company June 2013 - January 2015
Tano Capital June 2010 - August 2010
Fisher Lynch Capital December 2006 - March 2009
Bear Stearns June 2004 - September 2006
Education
The University of Chicago Booth School of Business 2009 — 2011
Master's Degree, Finance, Economics, Strategic Management
University of California, Los Angeles
Bachelor's Degree, BUSINESS / ECONOMICS
Elton Wells Elton Wells's Bear Stearns Experience 1999 - 2003
Job Head of Structured Products
Industry Investment Banking
Experience
SecondMarket, Inc. March 2009 - Present
Credit Suisse 2005 - 2009
Deutsche Bank 2003 - 2005
Bear Stearns 1999 - 2003
Goldman Sachs 1997 - 1999
Education
The University of Texas at Austin
SecondMarket, Inc. March 2009 - Present
Credit Suisse 2005 - 2009
Deutsche Bank 2003 - 2005
Bear Stearns 1999 - 2003
Goldman Sachs 1997 - 1999
Education
The University of Texas at Austin
Beverly De Soto Beverly De Soto's Bear Stearns Experience January 2005 - October 2006
Job President at Writers and Editors
Industry Marketing and Advertising
Experience
Writers and Editors January 1994 - Present
Bear Stearns January 2005 - October 2006
Citigroup June 1984 - June 2002
Education
The Tuck School of Business at Dartmouth 1987 — 1989
1989, MBA
University at Albany, SUNY 1975 — 1979
1979, English
Writers and Editors January 1994 - Present
Bear Stearns January 2005 - October 2006
Citigroup June 1984 - June 2002
Education
The Tuck School of Business at Dartmouth 1987 — 1989
1989, MBA
University at Albany, SUNY 1975 — 1979
1979, English
Jochen (Joe) Krebs's Bear Stearns Experience 2007 - 2007
Job Agile Coach, Trainer and Author
Industry Professional Training & Coaching
Experience
Incrementor January 2005 - Present
Agile NYC January 2007 - Present
AOL May 2008 - January 2010
Bear Stearns 2007 - 2007
IBM 2004 - 2007
Register.com 2003 - 2004
Valtech March 1998 - November 2003
Skills
Agile Methodologies, Agile Project Management, Scrum, Agile, PMO, Project Management, Certified Scrum Master..., Enterprise Architecture, Requirements Management, Product Management, Podcasting, Software Development, Coaching, Extreme Programming, Leadership, Training, Project Portfolio..., Process Improvement, Team Building, Executive Coaching, Team Leadership, Kanban, Requirements Gathering, Management, Cross-functional Team..., Test Driven Development, Open Space, Instructor-led Training, Project Facilitation, Conference Management, SDLC, RUP, Software Project...
Education
Open University
MSc, Computing for Commerce and Industry
Incrementor January 2005 - Present
Agile NYC January 2007 - Present
AOL May 2008 - January 2010
Bear Stearns 2007 - 2007
IBM 2004 - 2007
Register.com 2003 - 2004
Valtech March 1998 - November 2003
Skills
Agile Methodologies, Agile Project Management, Scrum, Agile, PMO, Project Management, Certified Scrum Master..., Enterprise Architecture, Requirements Management, Product Management, Podcasting, Software Development, Coaching, Extreme Programming, Leadership, Training, Project Portfolio..., Process Improvement, Team Building, Executive Coaching, Team Leadership, Kanban, Requirements Gathering, Management, Cross-functional Team..., Test Driven Development, Open Space, Instructor-led Training, Project Facilitation, Conference Management, SDLC, RUP, Software Project...
Education
Open University
MSc, Computing for Commerce and Industry
Rob Kerr Rob Kerr's Bear Stearns Experience 2002 - 2005
Job Private Banker, Global Family Office Group Deutsche Bank
Industry Investment Management
Experience
Deutsche Bank August 2013 - Present
Kerr Financial Corporation 2009 - August 2013
Bank of America 2006 - 2009
Bear Stearns 2002 - 2005
J.P. Morgan 1999 - 2002
University of Minnesota September 1993 - June 1998
Skills
Scratch golf handicap, Investment Banking, Valuation, Equities, Investments, Capital Markets, Financial Modeling, Hedge Funds, Equity Research, Alternative Investments, Private Equity, Corporate Finance, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Asset Managment, Series 7, Financial Analysis, Corporate Development, Due Diligence, Asset Management, Mergers & Acquisitions, Finance, Financial Advisory, Wealth Management, Securities, Asset Allocation, Emerging Markets, Investment Strategies
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance
University of Minnesota - Carlson School of Management 1993 — 1998
BSB, Finance
Lower Canada College 1987 — 1993
High School
Deutsche Bank August 2013 - Present
Kerr Financial Corporation 2009 - August 2013
Bank of America 2006 - 2009
Bear Stearns 2002 - 2005
J.P. Morgan 1999 - 2002
University of Minnesota September 1993 - June 1998
Skills
Scratch golf handicap, Investment Banking, Valuation, Equities, Investments, Capital Markets, Financial Modeling, Hedge Funds, Equity Research, Alternative Investments, Private Equity, Corporate Finance, Portfolio Management, Fixed Income, Investment Management, Bloomberg, Asset Managment, Series 7, Financial Analysis, Corporate Development, Due Diligence, Asset Management, Mergers & Acquisitions, Finance, Financial Advisory, Wealth Management, Securities, Asset Allocation, Emerging Markets, Investment Strategies
Education
The University of Chicago Booth School of Business 2009 — 2011
MBA, Finance
University of Minnesota - Carlson School of Management 1993 — 1998
BSB, Finance
Lower Canada College 1987 — 1993
High School
Tim Straus Tim Straus's Bear Stearns Experience January 2000 - September 2003
Job Director at FTS (Fund Tax Services) LLC
Industry Financial Services
Experience
FTS ( Fund Tax Services) LLC January 2015 - Present
Easton's Point Capital Management May 2011 - Present
Knight Capital Group July 2012 - June 2013
Noble Partners January 2008 - June 2010
StoneHedge Partners September 2002 - July 2006
Bear Stearns January 2000 - September 2003
Jefferies & Company 1995 - 2000
Skills
Hedge Funds, Institutional, Alternative Investments, Equities, Asset Management, Investment Strategies, Funding, Economics, Due Diligence, Capital Markets, Investments, Asset Allocation, Fund Of Funds, Investment Advisory, Investor Relations, Financial Markets, Wealth Management, Customer Relations, Investment Banking, Series 7, Trading, Equity Trading, Customer Service, Options, Asset Managment, Series 63, Risk Management, Private Equity, Corporate Finance, Mutual Funds, Financial Services
Education
The Johns Hopkins University 1972 — 1976
ba, economics & history
Governor Dummer Acadamy 1970 — 1972
The Lawrenceville School 1969 — 1969
Eaglebrook School 1965 — 1969
FTS ( Fund Tax Services) LLC January 2015 - Present
Easton's Point Capital Management May 2011 - Present
Knight Capital Group July 2012 - June 2013
Noble Partners January 2008 - June 2010
StoneHedge Partners September 2002 - July 2006
Bear Stearns January 2000 - September 2003
Jefferies & Company 1995 - 2000
Skills
Hedge Funds, Institutional, Alternative Investments, Equities, Asset Management, Investment Strategies, Funding, Economics, Due Diligence, Capital Markets, Investments, Asset Allocation, Fund Of Funds, Investment Advisory, Investor Relations, Financial Markets, Wealth Management, Customer Relations, Investment Banking, Series 7, Trading, Equity Trading, Customer Service, Options, Asset Managment, Series 63, Risk Management, Private Equity, Corporate Finance, Mutual Funds, Financial Services
Education
The Johns Hopkins University 1972 — 1976
ba, economics & history
Governor Dummer Acadamy 1970 — 1972
The Lawrenceville School 1969 — 1969
Eaglebrook School 1965 — 1969
Jeff Farkas Jeff Farkas's Bear Stearns Experience June 2002 - June 2008
Job
Industry Investment Management
Experience
Marathon Asset Management January 2015 - Present
Royal Bank of Scotland 2008 - October 2014
Bear Stearns June 2002 - June 2008
Skills
Fixed Income, Financial Modeling, Debt Restructuring, High Yield, Credit, Financial Analysis, Credit Analysis, Bonds, Asset Management, Hedge Funds, Leveraged Finance, Loans, Series 7
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
The Ohio State University Moritz College of Law 1992 — 1993
Law Degree
Villanova University 1986 — 1989
BS, Accounting
Marathon Asset Management January 2015 - Present
Royal Bank of Scotland 2008 - October 2014
Bear Stearns June 2002 - June 2008
Skills
Fixed Income, Financial Modeling, Debt Restructuring, High Yield, Credit, Financial Analysis, Credit Analysis, Bonds, Asset Management, Hedge Funds, Leveraged Finance, Loans, Series 7
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
MBA, Finance
The Ohio State University Moritz College of Law 1992 — 1993
Law Degree
Villanova University 1986 — 1989
BS, Accounting
James Peng James Peng's Bear Stearns Experience May 2007 - August 2007
Job Head of Mobile App Acquisition at The Match Group
Industry Venture Capital & Private Equity
Experience
The Match Group July 2015 - Present
Nonprofit Investor January 2012 - Present
Mobile User Acquisition Fellowship November 2013 - Present
Storm8 Studios August 2012 - July 2015
H.I.G. Capital January 2011 - July 2012
Lazard July 2008 - December 2010
Bear Stearns May 2007 - August 2007
Skills
LBO, Valuation, Restructuring, Mergers, Financial Analysis, Private Equity, Investment Banking, Financial Modeling, Capital Markets, User Acquisition, Monetization, Mobile Marketing, Mergers & Acquisitions, Due Diligence, Strategy, Analytics, Leveraged Finance, Management, Business Development, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance, Accounting
The Chinese University of Hong Kong
The Match Group July 2015 - Present
Nonprofit Investor January 2012 - Present
Mobile User Acquisition Fellowship November 2013 - Present
Storm8 Studios August 2012 - July 2015
H.I.G. Capital January 2011 - July 2012
Lazard July 2008 - December 2010
Bear Stearns May 2007 - August 2007
Skills
LBO, Valuation, Restructuring, Mergers, Financial Analysis, Private Equity, Investment Banking, Financial Modeling, Capital Markets, User Acquisition, Monetization, Mobile Marketing, Mergers & Acquisitions, Due Diligence, Strategy, Analytics, Leveraged Finance, Management, Business Development, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2008
BBA, Finance, Accounting
The Chinese University of Hong Kong
Charles Ocheret Charles Ocheret's Bear Stearns Experience September 2006 - February 2008
Job Founder and CEO at ReadyPosition
Industry Information Technology and Services
Experience
CSC July 2013 - Present
ReadyPosition February 2012 - Present
Deutsche Bank September 2009 - January 2012
JP Morgan Chase March 2008 - August 2009
Bear Stearns September 2006 - February 2008
UBS January 2005 - August 2006
Amaranth Group August 2003 - January 2005
WR Hambrecht + Co 1998 - 2002
Thinkbank 1994 - 1999
Moore Capital Management / IMS 1991 - 1994
Skills
Distributed Systems, Natural Language..., Agile Methodologies, Trading Systems, Software Engineering, Unix, Electronic Trading, Capital Markets, Cloud Computing, High Performance..., Linux, Integration, Market Data, Architecture, Low Latency, Java, Subversion, Hedge Funds, Investment Banking, Enterprise Architecture, Scalability, Algorithms, C++, Portfolio Management, Databases, Grid Computing, Scrum, C#, Test Driven Development, Start-ups, Derivatives, Semantic Web, Computer Graphics, Image Processing, SQL, Systems Engineering, Application Architecture, Certified Scrum Master..., Python, Big Data, Data Science, JavaScript, Scala, Objective-C, HTML 5, CUDA, OpenGL, WebGL, R, Machine Learning
Education
The Johns Hopkins University 1983 — 1986
M.S., Electrical Engineering
The Johns Hopkins University 1978 — 1983
B.E.S., Biomedical Engineering
CSC July 2013 - Present
ReadyPosition February 2012 - Present
Deutsche Bank September 2009 - January 2012
JP Morgan Chase March 2008 - August 2009
Bear Stearns September 2006 - February 2008
UBS January 2005 - August 2006
Amaranth Group August 2003 - January 2005
WR Hambrecht + Co 1998 - 2002
Thinkbank 1994 - 1999
Moore Capital Management / IMS 1991 - 1994
Skills
Distributed Systems, Natural Language..., Agile Methodologies, Trading Systems, Software Engineering, Unix, Electronic Trading, Capital Markets, Cloud Computing, High Performance..., Linux, Integration, Market Data, Architecture, Low Latency, Java, Subversion, Hedge Funds, Investment Banking, Enterprise Architecture, Scalability, Algorithms, C++, Portfolio Management, Databases, Grid Computing, Scrum, C#, Test Driven Development, Start-ups, Derivatives, Semantic Web, Computer Graphics, Image Processing, SQL, Systems Engineering, Application Architecture, Certified Scrum Master..., Python, Big Data, Data Science, JavaScript, Scala, Objective-C, HTML 5, CUDA, OpenGL, WebGL, R, Machine Learning
Education
The Johns Hopkins University 1983 — 1986
M.S., Electrical Engineering
The Johns Hopkins University 1978 — 1983
B.E.S., Biomedical Engineering
Inga Nasi Inga Nasi's Bear Stearns Experience 2003 - May 2007
Job CoHead Investment Management, Barclays Funds & AdvisoryAmericas, Barclays Capital
Industry Financial Services
Experience
Barclays Capital February 2010 - November 2012
ClearMarkets June 2009 - January 2010
Lehman Brothers June 2007 - March 2009
Bear Stearns 2003 - May 2007
Credit Suisse First Bostons (London) October 1997 - June 2000
Skills
Hedge Funds, Alternative Investments, Due Diligence, Derivatives, Investments, Asset Management, Investment Management, Business Development, Fixed Income, Private Equity, Structured Finance, Strategy, Start-ups
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
LLM, Law
Barclays Capital February 2010 - November 2012
ClearMarkets June 2009 - January 2010
Lehman Brothers June 2007 - March 2009
Bear Stearns 2003 - May 2007
Credit Suisse First Bostons (London) October 1997 - June 2000
Skills
Hedge Funds, Alternative Investments, Due Diligence, Derivatives, Investments, Asset Management, Investment Management, Business Development, Fixed Income, Private Equity, Structured Finance, Strategy, Start-ups
Education
The London School of Economics and Political Science (LSE) 1994 — 1995
LLM, Law
Nathan Bellah Nathan Bellah's Bear Stearns Experience December 2005 - September 2007
Job CoFounder & CMO at Menguin.com
Industry Retail
Experience
Menguin January 2014 - Present
Ramblin Veral Ranch, LLC February 2012 - Present
Agency Entourage September 2012 - December 2013
2ndLAW Media September 2007 - September 2012
Advantix Interactive September 2007 - August 2010
Bear Stearns December 2005 - September 2007
Skills
Digital Marketing, Digital Strategy, Digital Media, Lead Generation, Business Development, Online Advertising, Social Media Marketing, PPC, Email Marketing, SEM, Mobile Marketing, Interactive Marketing, SEO, Google Analytics, Web Analytics, Media Buying, Social Media, Integrated Marketing, Advertising, Google Adwords, Marketing Strategy, Direct Marketing, Marketing Communications, Online Marketing, Web Marketing, Strategic Partnerships, New Media, Web Design, Mobile Devices, Interactive Advertising, Content Strategy, Branding & Identity, Conversion Optimization, Mobile Advertising, Media Planning, Search Advertising, Marketing
Education
University of North Texas 2000 — 2005
BA, Communication Studies with an emphasis in rhetoric
University of North Texas 2000 — 2005
BA, Foreign Language Studies - Spanish
Texas Tech University 1998 — 1999
Menguin January 2014 - Present
Ramblin Veral Ranch, LLC February 2012 - Present
Agency Entourage September 2012 - December 2013
2ndLAW Media September 2007 - September 2012
Advantix Interactive September 2007 - August 2010
Bear Stearns December 2005 - September 2007
Skills
Digital Marketing, Digital Strategy, Digital Media, Lead Generation, Business Development, Online Advertising, Social Media Marketing, PPC, Email Marketing, SEM, Mobile Marketing, Interactive Marketing, SEO, Google Analytics, Web Analytics, Media Buying, Social Media, Integrated Marketing, Advertising, Google Adwords, Marketing Strategy, Direct Marketing, Marketing Communications, Online Marketing, Web Marketing, Strategic Partnerships, New Media, Web Design, Mobile Devices, Interactive Advertising, Content Strategy, Branding & Identity, Conversion Optimization, Mobile Advertising, Media Planning, Search Advertising, Marketing
Education
University of North Texas 2000 — 2005
BA, Communication Studies with an emphasis in rhetoric
University of North Texas 2000 — 2005
BA, Foreign Language Studies - Spanish
Texas Tech University 1998 — 1999
John Banta John Banta's Bear Stearns Experience 1988 - 1992
Job Executive Director, Blue Cross Blue Shield Venture Partners, L.P.
Industry Financial Services
Experience
Blue Cross Blue Shield Association June 2014 - Present
Illinois Emerging Technologies Fund January 2004 - Present
IllinoisVentures, LLC September 2002 - June 2014
DigitalWork 2000 - 2002
DigitalWork 1998 - 2000
UBS 1992 - 1998
Bear Stearns 1988 - 1992
Skills
Venture Capital, Entrepreneurship, Business Development, SaaS, Energy, Portfolio Management, Finance, Sustainability, Start-up Ventures, Corporate Development, Start-ups, Mergers & Acquisitions, Private Equity, Due Diligence, Valuation, Strategy, Executive Management, Strategic Planning, Competitive Analysis, Angel Investing, Mergers, Water, New Business Development, Strategic Partnerships, Management Consulting, Turn Around Management, Marketing Strategy, Agriculture, Financial Modeling, Business Planning, Leadership, Internet Services, Strategic Alliances, Cross-functional Team..., Commercialization, Corporate Finance, Acquisition Integration, Investments, Management, International Business, Private Placements, IPO, M&A experience, Capital Raising, Growth Capital, Investment Banking, Investor Relations, Restructuring, Emerging Markets, LBO
Education
University of Chicago Graduate School of Business
MBA, Finance, Statistics
University of Illinois at Urbana-Champaign - College of Business
MS, Finance
Blue Cross Blue Shield Association June 2014 - Present
Illinois Emerging Technologies Fund January 2004 - Present
IllinoisVentures, LLC September 2002 - June 2014
DigitalWork 2000 - 2002
DigitalWork 1998 - 2000
UBS 1992 - 1998
Bear Stearns 1988 - 1992
Skills
Venture Capital, Entrepreneurship, Business Development, SaaS, Energy, Portfolio Management, Finance, Sustainability, Start-up Ventures, Corporate Development, Start-ups, Mergers & Acquisitions, Private Equity, Due Diligence, Valuation, Strategy, Executive Management, Strategic Planning, Competitive Analysis, Angel Investing, Mergers, Water, New Business Development, Strategic Partnerships, Management Consulting, Turn Around Management, Marketing Strategy, Agriculture, Financial Modeling, Business Planning, Leadership, Internet Services, Strategic Alliances, Cross-functional Team..., Commercialization, Corporate Finance, Acquisition Integration, Investments, Management, International Business, Private Placements, IPO, M&A experience, Capital Raising, Growth Capital, Investment Banking, Investor Relations, Restructuring, Emerging Markets, LBO
Education
University of Chicago Graduate School of Business
MBA, Finance, Statistics
University of Illinois at Urbana-Champaign - College of Business
MS, Finance
Jay Roles Jay Roles's Bear Stearns Experience 2006 - 2008
Job Business Development Officer at Stewart Title
Industry Real Estate
Experience
Stewart Title Mortgage BankerM&I Bank2008 - 2009
Bear Stearns 2006 - 2008
Argent Mortgage 2002 - 2006
Skills
Refinance, Title Insurance, Business Development, USDA, FHA, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Investment Properties, Real Estate, Foreclosures, Sales, Closings, Leadership, Residential Mortgages
Education
The University of North Dakota 1993 — 1997
BS, Criminal Justice
Stewart Title Mortgage BankerM&I Bank2008 - 2009
Bear Stearns 2006 - 2008
Argent Mortgage 2002 - 2006
Skills
Refinance, Title Insurance, Business Development, USDA, FHA, Mortgage Banking, Mortgage Lending, Loans, Loan Origination, Investment Properties, Real Estate, Foreclosures, Sales, Closings, Leadership, Residential Mortgages
Education
The University of North Dakota 1993 — 1997
BS, Criminal Justice
Koren Reyes Koren Reyes's Bear Stearns Experience June 2001 - February 2002
Job Portrait photographer specializing in making real women look exceptionally beautiful
Industry Photography
Experience
Koren Reyes Photography September 2002 - Present
Bear Stearns June 2001 - February 2002
GAIN Capital July 2000 - June 2001
Royal Bank of Canada 1993 - 2000
Barclays Bank April 1990 - March 1993
OCCUPATIONAL HEALTH SERVICES, INC. (VNU-Nielsen) December 1989 - April 1990
Reyes Lightship Baskets of Nantucket June 1978 - October 1989
Skills
Photography, Portraits, Options, Art, Photoshop, Photos, Editorial Photography, Advertising, Commercial Photography, Food Photography, Still Photography, Portrait Photography, Studio Photography, Photo Shoots, Fine Art Photography, Digital Photography, Editorial, Beauty Industry, Video, Image Manipulation, Social Media
Education
Scripps College 1981 — 1985
BA
Syracuse University, Florence, Italy 1983 — 1984
The Blake Schools 1980 — 1981
Koren Reyes Photography September 2002 - Present
Bear Stearns June 2001 - February 2002
GAIN Capital July 2000 - June 2001
Royal Bank of Canada 1993 - 2000
Barclays Bank April 1990 - March 1993
OCCUPATIONAL HEALTH SERVICES, INC. (VNU-Nielsen) December 1989 - April 1990
Reyes Lightship Baskets of Nantucket June 1978 - October 1989
Skills
Photography, Portraits, Options, Art, Photoshop, Photos, Editorial Photography, Advertising, Commercial Photography, Food Photography, Still Photography, Portrait Photography, Studio Photography, Photo Shoots, Fine Art Photography, Digital Photography, Editorial, Beauty Industry, Video, Image Manipulation, Social Media
Education
Scripps College 1981 — 1985
BA
Syracuse University, Florence, Italy 1983 — 1984
The Blake Schools 1980 — 1981
Richard deNey Richard deNey's Bear Stearns Experience April 1987 - December 1994
Job Managing Director at Headwaters MB
Industry Banking
Experience
Headwaters MB April 2014 - Present
Roth Capital Partners June 2012 - March 2014
Needham & Company. March 2004 - June 2012
Scient 2000 - 2002
Electronic Data Systems 1999 - 2000
Borden January 1995 - August 1998
Bear Stearns April 1987 - December 1994
Skills
Investment Banking, Capital Markets, Private Equity, Corporate Finance, Valuation, Venture Capital, Mergers, Financial Modeling, Equities, Due Diligence, Investments, Business Strategy, Financial Analysis, Hedge Funds, Corporate Development, Equity Research, M&A experience, Fixed Income, Portfolio Management, Start-ups, LBO, Strategy, Management, Acquisitions, Strategic Partnerships, Executive Management, Finance
Education
University of Chicago 1971 — 1973
MBA, Finance and Economics
The Johns Hopkins University 1967 — 1971
Bachelor's Degree, Electrical and Electronics Engineering
Headwaters MB April 2014 - Present
Roth Capital Partners June 2012 - March 2014
Needham & Company. March 2004 - June 2012
Scient 2000 - 2002
Electronic Data Systems 1999 - 2000
Borden January 1995 - August 1998
Bear Stearns April 1987 - December 1994
Skills
Investment Banking, Capital Markets, Private Equity, Corporate Finance, Valuation, Venture Capital, Mergers, Financial Modeling, Equities, Due Diligence, Investments, Business Strategy, Financial Analysis, Hedge Funds, Corporate Development, Equity Research, M&A experience, Fixed Income, Portfolio Management, Start-ups, LBO, Strategy, Management, Acquisitions, Strategic Partnerships, Executive Management, Finance
Education
University of Chicago 1971 — 1973
MBA, Finance and Economics
The Johns Hopkins University 1967 — 1971
Bachelor's Degree, Electrical and Electronics Engineering
Chris Grose's Bear Stearns Experience July 2005 - June 2008
Job Executive Director, J.P. Morgan Investment Banking, Internet & Digital Media
Industry Financial Services
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan February 2012 - January 2015
J.P. Morgan April 2010 - January 2012
Jefferies LLC July 2008 - April 2010
Bear Stearns July 2005 - June 2008
Education
University of Kansas 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
J.P. Morgan January 2015 - Present
J.P. Morgan February 2012 - January 2015
J.P. Morgan April 2010 - January 2012
Jefferies LLC July 2008 - April 2010
Bear Stearns July 2005 - June 2008
Education
University of Kansas 2000 — 2004
Bachelor of Science (BS), Business Administration and Management, General
Joe Lenehan Joe Lenehan's Bear Stearns Experience October 2004 - July 2005
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2007 - Present
Bear Stearns October 2004 - July 2005
TimesSquare Capital Management January 1999 - September 2004
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Valuation, Financial Modeling, Private Equity, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
Master of Business Administration (MBA)
University of Connecticut 1997 — 1998
Bachelor of Science (BS), Accounting and Finance
Goldman Sachs July 2007 - Present
Bear Stearns October 2004 - July 2005
TimesSquare Capital Management January 1999 - September 2004
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Valuation, Financial Modeling, Private Equity, Corporate Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2005 — 2007
Master of Business Administration (MBA)
University of Connecticut 1997 — 1998
Bachelor of Science (BS), Accounting and Finance
Amanda Forrest Amanda Forrest's Bear Stearns Experience 2001 - 2003
Job Banker at J.P. Morgan Private Bank
Industry Financial Services
Joe Poe Joe Poe's Bear Stearns Experience 1989 - December 1994
Job Independent securities consultant / compliance at ACAP Financial
Industry
Experience
ACAP Financial July 2008 - Present
ACAP Financial Services 2008 - Present
vFinance and Equity Station 2005 - 2008
Capital Growth Financial 2004 - 2005
JP Turner & Company, LLC 2001 - 2004
Joe Poe & Associates 1999 - 2001
Mg Securities 1998 - 1999
First Financial 1997 - 1998
Dallas Research and Trading 1995 - 1997
Bear, Stearns 1989 - December 1994
Skills
Private Equity, Mergers, Corporate Development, Renewable Energy, Mergers & Acquisitions, Due Diligence, Venture Capital, Investment Banking, Entrepreneurship, Securities, Start-ups, Private Placements, Valuation, IPO, Investor Relations, Emerging Markets, Project Finance, Trading
Education
The University of Texas at Austin 1980 — 1985
Bachelor of Arts (B.A.), Economics with Mathmatics minor, A
Midwest City High School
ACAP Financial July 2008 - Present
ACAP Financial Services 2008 - Present
vFinance and Equity Station 2005 - 2008
Capital Growth Financial 2004 - 2005
JP Turner & Company, LLC 2001 - 2004
Joe Poe & Associates 1999 - 2001
Mg Securities 1998 - 1999
First Financial 1997 - 1998
Dallas Research and Trading 1995 - 1997
Bear, Stearns 1989 - December 1994
Skills
Private Equity, Mergers, Corporate Development, Renewable Energy, Mergers & Acquisitions, Due Diligence, Venture Capital, Investment Banking, Entrepreneurship, Securities, Start-ups, Private Placements, Valuation, IPO, Investor Relations, Emerging Markets, Project Finance, Trading
Education
The University of Texas at Austin 1980 — 1985
Bachelor of Arts (B.A.), Economics with Mathmatics minor, A
Midwest City High School
Lauren Weiss Lauren Weiss's Bear Stearns Experience 1993 - 2001
Job Food Writer and Event Planner
Industry Writing and Editing
Experience
Congregation Shirat Hayam January 2013 - Present
Care Dimensions (formerly Hospice of the North Shore & Greater Boston) September 2014 - June 2015
Westfield Foodie and The Alternative Press 2006 - 2013
Jersey Bites 2011 - 2012
JCC of Central NJ 2004 - 2005
Impact Productions 2002 - 2004
Bear Stearns 1993 - 2001
Skills
Cooking, Writing, Photography, Event Planning, Social Media, Blogging, Editing, Press Releases, Public Relations, Management, Research, Public Speaking, Strategic Planning, Marketing Strategy, Nonprofits, Newspapers, Fundraising, Marketing, Social Media Marketing, Social Networking, Marketing Communications, Advertising, Sales, Community Outreach
Education
Rutgers University 1990 — 1992
MSW
University of Michigan 1986 — 1990
Bachelor of Arts, Psychology
The American University of Paris 1989 — 1989
Visiting Student, French Language and Literature
Congregation Shirat Hayam January 2013 - Present
Care Dimensions (formerly Hospice of the North Shore & Greater Boston) September 2014 - June 2015
Westfield Foodie and The Alternative Press 2006 - 2013
Jersey Bites 2011 - 2012
JCC of Central NJ 2004 - 2005
Impact Productions 2002 - 2004
Bear Stearns 1993 - 2001
Skills
Cooking, Writing, Photography, Event Planning, Social Media, Blogging, Editing, Press Releases, Public Relations, Management, Research, Public Speaking, Strategic Planning, Marketing Strategy, Nonprofits, Newspapers, Fundraising, Marketing, Social Media Marketing, Social Networking, Marketing Communications, Advertising, Sales, Community Outreach
Education
Rutgers University 1990 — 1992
MSW
University of Michigan 1986 — 1990
Bachelor of Arts, Psychology
The American University of Paris 1989 — 1989
Visiting Student, French Language and Literature
Ray Sturm Ray Sturm's Bear Stearns Experience July 2007 - July 2008
Job CoFounder and CEO at AlphaFlow
Industry Information Technology and Services
Experience
AlphaFlow April 2015 - Present
Bucket List Sabbatical January 2015 - March 2015
RealtyShares September 2013 - December 2014
SmartDrive Systems March 2012 - August 2013
CCMP Capital Advisors June 2010 - June 2011
Lazard Freres & Co. October 2008 - March 2010
Bear Stearns July 2007 - July 2008
Shearman & Sterling June 2005 - August 2005
Skills
Private Equity, Investments, Strategic Partnerships, Finance, Restructuring, Due Diligence, Portfolio Management, New Business Development, Management, Mergers & Acquisitions, Start-ups, Financial Modeling, Corporate Development, Valuation, Sales, Venture Capital, Strategy, Commercial Real Estate, Crowdfunding
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of Chicago Law School 2003 — 2007
JD
University of Notre Dame 1999 — 2003
AlphaFlow April 2015 - Present
Bucket List Sabbatical January 2015 - March 2015
RealtyShares September 2013 - December 2014
SmartDrive Systems March 2012 - August 2013
CCMP Capital Advisors June 2010 - June 2011
Lazard Freres & Co. October 2008 - March 2010
Bear Stearns July 2007 - July 2008
Shearman & Sterling June 2005 - August 2005
Skills
Private Equity, Investments, Strategic Partnerships, Finance, Restructuring, Due Diligence, Portfolio Management, New Business Development, Management, Mergers & Acquisitions, Start-ups, Financial Modeling, Corporate Development, Valuation, Sales, Venture Capital, Strategy, Commercial Real Estate, Crowdfunding
Education
The University of Chicago Booth School of Business 2005 — 2007
MBA
University of Chicago Law School 2003 — 2007
JD
University of Notre Dame 1999 — 2003
Sandy Celeste Sandy Celeste's Bear Stearns Experience February 2007 - June 2007
Job Officer, Operational Project Consultant at Merrill Lynch
Industry Financial Services
Experience
Bank of America September 2013 - Present
Bank of America Merrill Lynch April 2012 - September 2013
Bank of America / Merrill Lynch January 2011 - April 2012
Fannie Mae April 2010 - January 2011
Neiman Marcus December 2007 - June 2009
Bear Stearns February 2007 - June 2007
Option One Mortgage March 2005 - February 2007
Concorde Acceptance May 2004 - March 2005
ProcessingLink Corporation May 2003 - February 2004
Skills
Loans, Underwriting, Account Management, Negotiation, Customer Service, Credit, Mortgage Lending, Banking, Risk Management, Customer Satisfaction, Finance, Financial Analysis, Financial Services, Loan Origination, Refinance, Team Building
Education
Texas Woman's University 2000 — 2003
BBA, Business Administration
Bank of America September 2013 - Present
Bank of America Merrill Lynch April 2012 - September 2013
Bank of America / Merrill Lynch January 2011 - April 2012
Fannie Mae April 2010 - January 2011
Neiman Marcus December 2007 - June 2009
Bear Stearns February 2007 - June 2007
Option One Mortgage March 2005 - February 2007
Concorde Acceptance May 2004 - March 2005
ProcessingLink Corporation May 2003 - February 2004
Skills
Loans, Underwriting, Account Management, Negotiation, Customer Service, Credit, Mortgage Lending, Banking, Risk Management, Customer Satisfaction, Finance, Financial Analysis, Financial Services, Loan Origination, Refinance, Team Building
Education
Texas Woman's University 2000 — 2003
BBA, Business Administration
Lori Corenthal Lori Corenthal's Bear Stearns Experience 1999 - 2005
Job Executive Director, UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank May 2013 - Present
Bridgewater Associates, LP September 2010 - February 2013
UBS AG March 2005 - September 2010
Bear Stearns 1999 - 2005
Kings County District Attorneys Office August 1991 - March 1996
Education
The George Washington University Law School 1988 — 1991
University of California at Berkeley (CAL) 1983 — 1987
B.A., Social Science
UBS Investment Bank May 2013 - Present
Bridgewater Associates, LP September 2010 - February 2013
UBS AG March 2005 - September 2010
Bear Stearns 1999 - 2005
Kings County District Attorneys Office August 1991 - March 1996
Education
The George Washington University Law School 1988 — 1991
University of California at Berkeley (CAL) 1983 — 1987
B.A., Social Science
Joseph Debons Joseph Debons's Bear Stearns Experience 1993 - 1998
Job Principal, Executive Managing Partner at Rational Interaction
Industry Marketing and Advertising
Experience
Rational Interaction January 2012 - Present
Microsoft Corporation 2006 - 2011
Akona Systems 2006 - 2006
Vendesic, Inc. 1999 - 2001
Bear Stearns 1993 - 1998
Skills
Product Marketing, Product Launch, Storytelling, Go-to-market Strategy, Product Planning, Product Management, Sales Enablement, Demand Generation, Multi-channel Marketing, Analyst Relations, Product Requirements, Partner Management, Messaging, SaaS, Competitive Analysis, Product Lifecycle..., Global Marketing, Enterprise Software, Strategic Partnerships, Positioning, Strategic Planning, Start-ups, Marketing Strategy, Digital Marketing, Strategy
Education
London School of Economics and Political Science 2005 — 2006
Master of Science (MSc), Concentrations in: Global Market Economics, International Political Economy, Network Theory, Merit Thesis
Washington State University 2003 — 2005
BA in Political Science, Concentration in: International Relations & Political Economy, Political Psychology, summa cum laude
Washington State University 2003 — 2005
BA in Global History, Military History & Strategy, summa cum laude
University of Washington 2000 — 2002
Applied Mathematics
Rational Interaction January 2012 - Present
Microsoft Corporation 2006 - 2011
Akona Systems 2006 - 2006
Vendesic, Inc. 1999 - 2001
Bear Stearns 1993 - 1998
Skills
Product Marketing, Product Launch, Storytelling, Go-to-market Strategy, Product Planning, Product Management, Sales Enablement, Demand Generation, Multi-channel Marketing, Analyst Relations, Product Requirements, Partner Management, Messaging, SaaS, Competitive Analysis, Product Lifecycle..., Global Marketing, Enterprise Software, Strategic Partnerships, Positioning, Strategic Planning, Start-ups, Marketing Strategy, Digital Marketing, Strategy
Education
London School of Economics and Political Science 2005 — 2006
Master of Science (MSc), Concentrations in: Global Market Economics, International Political Economy, Network Theory, Merit Thesis
Washington State University 2003 — 2005
BA in Political Science, Concentration in: International Relations & Political Economy, Political Psychology, summa cum laude
Washington State University 2003 — 2005
BA in Global History, Military History & Strategy, summa cum laude
University of Washington 2000 — 2002
Applied Mathematics
Julie (Fullmer) Morrison's Bear Stearns Experience 2005 - 2008
Job Project/Change Management at Bank of America
Industry Financial Services
Experience
Bank of America April 2010 - Present
Capital One January 2010 - March 2010
Caliber Funding, LLC October 2005 - January 2010
Bear Stearns 2005 - 2008
United Financial February 2001 - October 2005
Skills
Business Analysis, Project Management, Project Delivery, PowerPoint, Analytics, Microsoft Excel, Financial Risk, Microsoft Office, Microsoft Word, PMP, Strategic Partnerships, User Experience, User Interface Design, Visio, PMO, Program Management, SDLC, Software Documentation, Software Project..., Banking, Disaster Recovery, Vendor Management, Process Improvement, Requirements Analysis, Mortgage Lending
Education
The George Washington University
Bank of America April 2010 - Present
Capital One January 2010 - March 2010
Caliber Funding, LLC October 2005 - January 2010
Bear Stearns 2005 - 2008
United Financial February 2001 - October 2005
Skills
Business Analysis, Project Management, Project Delivery, PowerPoint, Analytics, Microsoft Excel, Financial Risk, Microsoft Office, Microsoft Word, PMP, Strategic Partnerships, User Experience, User Interface Design, Visio, PMO, Program Management, SDLC, Software Documentation, Software Project..., Banking, Disaster Recovery, Vendor Management, Process Improvement, Requirements Analysis, Mortgage Lending
Education
The George Washington University
Chris Loayza Chris Loayza's Bear Stearns Experience October 2002 - August 2004
Job Manager at Santander
Industry Real Estate
Experience
Santander Bank, N.A. July 2010 - Present
BNY Mellon August 2007 - January 2010
Arbor Commercial Mortgage January 2005 - August 2007
Bear Stearns October 2002 - August 2004
Investor Responsibility Research Center January 2001 - October 2002
Skills
Underwriting, Loans, Real Estate, Real Estate Economics, Due Diligence, Portfolio Management, Credit, Commercial Mortgages, Team Management, Mortgage Underwriting, Finance, Real Estate Financing, Commercial Real Estate, Mergers & Acquisitions, Loan Origination, Structured Finance, Financial Analysis
Education
The George Washington University
Bachelor of Arts and Science, Criminal Justice
Santander Bank, N.A. July 2010 - Present
BNY Mellon August 2007 - January 2010
Arbor Commercial Mortgage January 2005 - August 2007
Bear Stearns October 2002 - August 2004
Investor Responsibility Research Center January 2001 - October 2002
Skills
Underwriting, Loans, Real Estate, Real Estate Economics, Due Diligence, Portfolio Management, Credit, Commercial Mortgages, Team Management, Mortgage Underwriting, Finance, Real Estate Financing, Commercial Real Estate, Mergers & Acquisitions, Loan Origination, Structured Finance, Financial Analysis
Education
The George Washington University
Bachelor of Arts and Science, Criminal Justice
Sabeen Firozali Sabeen Firozali's Bear Stearns Experience May 2003 - June 2008
Job Associate Director at ORIX Ventures
Industry Venture Capital & Private Equity
Experience
ORIX Ventures September 2014 - Present
Taste Buds Kitchen August 2014 - Present
Andrews Advisory Group September 2013 - July 2014
University of Chicago Booth School of Business August 2011 - June 2013
Appaloosa Management L.P. June 2012 - September 2012
Lord Abbett June 2008 - June 2011
Bear Stearns May 2003 - June 2008
Skills
Leveraged Finance, Investments, Fixed Income, Valuation, Restructuring, Financial Modeling, Private Equity, High Yield, Asset Management, Venture Capital, Credit, Credit Analysis, Loans, Hedge Funds, Secured Lending, Bankruptcy, Distressed Debt, Distressed Investing, DCF, Secured Financing, Restrictive Covenants, Capital Markets, Equity Research, Special Situations..., Relative Value, Turnaround Strategy, Middle Market, Special Situations, Derivatives, Venture Debt, Turnaround Experience, Finance
Education
Vanderbilt University Computer Science
Bachelor of Science, Computer Science, Economics, Ancient Mediterranean Studies
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Accounting, Finance, Strategic Management, Entrepreneurship
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Strategic Management, Accounting and Entrepreneurship
R.L. Turner High School
Diploma
ORIX Ventures September 2014 - Present
Taste Buds Kitchen August 2014 - Present
Andrews Advisory Group September 2013 - July 2014
University of Chicago Booth School of Business August 2011 - June 2013
Appaloosa Management L.P. June 2012 - September 2012
Lord Abbett June 2008 - June 2011
Bear Stearns May 2003 - June 2008
Skills
Leveraged Finance, Investments, Fixed Income, Valuation, Restructuring, Financial Modeling, Private Equity, High Yield, Asset Management, Venture Capital, Credit, Credit Analysis, Loans, Hedge Funds, Secured Lending, Bankruptcy, Distressed Debt, Distressed Investing, DCF, Secured Financing, Restrictive Covenants, Capital Markets, Equity Research, Special Situations..., Relative Value, Turnaround Strategy, Middle Market, Special Situations, Derivatives, Venture Debt, Turnaround Experience, Finance
Education
Vanderbilt University Computer Science
Bachelor of Science, Computer Science, Economics, Ancient Mediterranean Studies
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Accounting, Finance, Strategic Management, Entrepreneurship
The University of Chicago - Booth School of Business 2011 — 2013
MBA, Finance, Strategic Management, Accounting and Entrepreneurship
R.L. Turner High School
Diploma
Matthew O'Neill Matthew O'Neill's Bear Stearns Experience April 2007 - June 2008
Job Vice President at CLSA
Industry Financial Services
Experience
Autonomous Research LLP October 2014 - Present
The Hunt 2007 - Present
CLSA August 2008 - August 2014
Bear Stearns April 2007 - June 2008
Citi August 2006 - April 2007
Purdue Pharma June 2002 - February 2006
Legg Mason September 2005 - December 2005
Skills
Equity Research, Equity Valuation, Bloomberg, Hedge Funds, Investment Banking, Equities, Valuation, Financial Modeling, Emerging Markets, Private Equity, Alternative Investments, Trading, Corporate Finance, Portfolio Management, Venture Capital, Investments, Asset Managment, Due Diligence, Investor Relations, Options, Finance, Series 7
Education
The Johns Hopkins University 2002 — 2006
Bachelor of Arts, Economics
Horace Greeley High School 1998 — 2002
Diploma
Autonomous Research LLP October 2014 - Present
The Hunt 2007 - Present
CLSA August 2008 - August 2014
Bear Stearns April 2007 - June 2008
Citi August 2006 - April 2007
Purdue Pharma June 2002 - February 2006
Legg Mason September 2005 - December 2005
Skills
Equity Research, Equity Valuation, Bloomberg, Hedge Funds, Investment Banking, Equities, Valuation, Financial Modeling, Emerging Markets, Private Equity, Alternative Investments, Trading, Corporate Finance, Portfolio Management, Venture Capital, Investments, Asset Managment, Due Diligence, Investor Relations, Options, Finance, Series 7
Education
The Johns Hopkins University 2002 — 2006
Bachelor of Arts, Economics
Horace Greeley High School 1998 — 2002
Diploma
Melissa (Vess) Schwarz's Bear Stearns Experience 2003 - 2005
Job Manager, Monitor Deloitte Consulting
Industry Management Consulting
Experience
Deloitte January 2013 - Present
Monitor Group September 2011 - December 2012
Nike 2007 - 2009
Gap Inc. 2005 - 2007
Bear Stearns 2003 - 2005
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
University of Puget Sound
BA, Business Administration
Deloitte January 2013 - Present
Monitor Group September 2011 - December 2012
Nike 2007 - 2009
Gap Inc. 2005 - 2007
Bear Stearns 2003 - 2005
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2011
MBA
University of Puget Sound
BA, Business Administration
Pascal Besman's Bear Stearns Experience January 1997 - February 2001
Job Director Head of Healthcare Equity Sales, Maxim Group
Industry Financial Services
Experience
Maxim Group March 2014 - Present
jmp August 2009 - February 2014
ThinkEquity August 2005 - August 2008
UBS February 2001 - August 2005
Bear Stearns January 1997 - February 2001
Lehman Brothers November 1985 - January 1997
Merrill Lynch February 1982 - November 1985
Education
The London School of Economics and Political Science (LSE) 1978 — 1981
B Sc. (Ecom), International trade & Psychology
Maxim Group March 2014 - Present
jmp August 2009 - February 2014
ThinkEquity August 2005 - August 2008
UBS February 2001 - August 2005
Bear Stearns January 1997 - February 2001
Lehman Brothers November 1985 - January 1997
Merrill Lynch February 1982 - November 1985
Education
The London School of Economics and Political Science (LSE) 1978 — 1981
B Sc. (Ecom), International trade & Psychology
Mary Catherine Lanigan Mary Catherine Lanigan's Bear Stearns Experience June 2006 - August 2006
Job Institutional Marketing & Client Service at Artisan Partners
Industry Investment Management
Experience
Artisan Partners June 2013 - Present
Aeropostale June 2012 - December 2012
Gabelli Asset Management February 2011 - July 2011
Gabelli Asset Management August 2007 - March 2011
Bear Stearns June 2006 - August 2006
Skills
Investor Relations, Financial Modeling, Valuation, Financial Analysis, Investments, Corporate Finance, Hedge Funds, Equities, Marketing, Alternative Investments, Series 7, Mutual Funds, Due Diligence, Equity Research, Competitive Analysis, Bloomberg, Finance
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance
The University of Georgia 2003 — 2007
BBA, Banking and Finance
University of Georgia - Terry College of Business 2003 — 2007
BBA, Banking and Finance
Artisan Partners June 2013 - Present
Aeropostale June 2012 - December 2012
Gabelli Asset Management February 2011 - July 2011
Gabelli Asset Management August 2007 - March 2011
Bear Stearns June 2006 - August 2006
Skills
Investor Relations, Financial Modeling, Valuation, Financial Analysis, Investments, Corporate Finance, Hedge Funds, Equities, Marketing, Alternative Investments, Series 7, Mutual Funds, Due Diligence, Equity Research, Competitive Analysis, Bloomberg, Finance
Education
New York University, Stern School of Business 2011 — 2013
MBA, Finance
The University of Georgia 2003 — 2007
BBA, Banking and Finance
University of Georgia - Terry College of Business 2003 — 2007
BBA, Banking and Finance
Robert Bassman Robert Bassman's Bear Stearns Experience June 2002 - August 2002
Job Executive Director Morgan Stanley
Industry Venture Capital & Private Equity
Experience
Morgan Stanley July 2004 - Present
Houlihan Lokey June 2003 - August 2003
Bear Stearns June 2002 - August 2002
Skills
Equities, Capital Markets, Due Diligence, Private Equity, Hedge Funds, Entrepreneurship, Investment Banking, Corporate Finance, Valuation, Alternative Investments, Venture Capital, Investments, Financial Modeling, LBO, Credit Analysis, Small Business Lending, Financial Services, Fundraising, Fixed Income, Asset Management
Education
University of Pennsylvania 2000 — 2004
The London School of Economics and Political Science (LSE) 2002 — 2003
GC, Economics
Milken Community High School 1996 — 2000
Morgan Stanley July 2004 - Present
Houlihan Lokey June 2003 - August 2003
Bear Stearns June 2002 - August 2002
Skills
Equities, Capital Markets, Due Diligence, Private Equity, Hedge Funds, Entrepreneurship, Investment Banking, Corporate Finance, Valuation, Alternative Investments, Venture Capital, Investments, Financial Modeling, LBO, Credit Analysis, Small Business Lending, Financial Services, Fundraising, Fixed Income, Asset Management
Education
University of Pennsylvania 2000 — 2004
The London School of Economics and Political Science (LSE) 2002 — 2003
GC, Economics
Milken Community High School 1996 — 2000
Jack Peirce Jack Peirce's Bear Stearns Experience June 2000 - December 2002
Job Executive Vice President at the University of Illinois Alumni Association
Industry Nonprofit Organization Management
Experience
University of Illinois Alumni Association May 2005 - Present
Bear Stearns June 2000 - December 2002
A.G. Edwards July 1994 - May 2000
PaineWebber June 1992 - June 1994
Education
The University of Chicago Booth School of Business 1990 — 1992
M.B.A.
University of Illinois at Urbana-Champaign 1983 — 1987
A.B.
University of Illinois Alumni Association May 2005 - Present
Bear Stearns June 2000 - December 2002
A.G. Edwards July 1994 - May 2000
PaineWebber June 1992 - June 1994
Education
The University of Chicago Booth School of Business 1990 — 1992
M.B.A.
University of Illinois at Urbana-Champaign 1983 — 1987
A.B.
Ron Dadina Ron Dadina's Bear Stearns Experience April 2007 - August 2008
Job Director at Bank of Tokyo Mitsubishi
Industry Investment Banking
Experience
Bank of Tokyo Mitsubishi UFJ January 2012 - Present
Minlam Asset Management LLC January 2009 - December 2011
Bear Stearns April 2007 - August 2008
MBIA 2000 - 2006
Fitch Ratings 1994 - 1999
CRISIL Limited 1991 - 1993
CRISIL Limited 1991 - 1993
CRISIL Limited 1991 - 1993
CRISIL Limited 1991 - 1993
Skills
Structured Finance, Capital Markets, Emerging Markets, Credit Risk, Project Finance, Securitization, ABS, Fixed Income, Investment Banking, Structured Products, Derivatives, Interest Rate..., Financial Markets, Relative Value, Investments, Investment Management, Capital, Bonds, Due Diligence, Credit Analysis, Commodity, Alternative Investments, Credit, Capital Raising, Cash Management, Portfolio Management, Syndications, Financial Risk, Capital Management, Financial Modeling, Strategy, Loan Origination, Banking, Corporate Finance, Finance, Private Equity, Securities, Financial Services, Risk Management, Hedge Funds, Valuation, Credit Derivatives, Funding, Leveraged Finance, Mentoring
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA
Chartered Financial Analyst
CFA
Institute of Chartered Accountants of India
Chartered Accountant
University of Mumbai
Bachelor of Commerce
Don Bosco
SSC / High School
Bank of Tokyo Mitsubishi UFJ January 2012 - Present
Minlam Asset Management LLC January 2009 - December 2011
Bear Stearns April 2007 - August 2008
MBIA 2000 - 2006
Fitch Ratings 1994 - 1999
CRISIL Limited 1991 - 1993
CRISIL Limited 1991 - 1993
CRISIL Limited 1991 - 1993
CRISIL Limited 1991 - 1993
Skills
Structured Finance, Capital Markets, Emerging Markets, Credit Risk, Project Finance, Securitization, ABS, Fixed Income, Investment Banking, Structured Products, Derivatives, Interest Rate..., Financial Markets, Relative Value, Investments, Investment Management, Capital, Bonds, Due Diligence, Credit Analysis, Commodity, Alternative Investments, Credit, Capital Raising, Cash Management, Portfolio Management, Syndications, Financial Risk, Capital Management, Financial Modeling, Strategy, Loan Origination, Banking, Corporate Finance, Finance, Private Equity, Securities, Financial Services, Risk Management, Hedge Funds, Valuation, Credit Derivatives, Funding, Leveraged Finance, Mentoring
Education
The University of Chicago - Booth School of Business 1998 — 2000
MBA
Chartered Financial Analyst
CFA
Institute of Chartered Accountants of India
Chartered Accountant
University of Mumbai
Bachelor of Commerce
Don Bosco
SSC / High School
Ryan Mayes Ryan Mayes's Bear Stearns Experience June 2007 - August 2007
Job IBD Associate at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs July 2010 - Present
Goldman Sachs June 2009 - August 2009
FactSet Research Systems June 2008 - June 2009
Abercrombie & Fitch 2007 - 2009
Bear Stearns June 2007 - August 2007
YeboTV 2006 - 2006
Skills
Valuation, Modeling, Bloomberg, Financial Modeling, Investment Banking, LBO, Capital Markets, Equity Valuation, Equity Research
Education
The Ohio State University 2006 — 2010
Finance & Economics
Goldman Sachs July 2010 - Present
Goldman Sachs June 2009 - August 2009
FactSet Research Systems June 2008 - June 2009
Abercrombie & Fitch 2007 - 2009
Bear Stearns June 2007 - August 2007
YeboTV 2006 - 2006
Skills
Valuation, Modeling, Bloomberg, Financial Modeling, Investment Banking, LBO, Capital Markets, Equity Valuation, Equity Research
Education
The Ohio State University 2006 — 2010
Finance & Economics
Lauren Landfield, CFA Lauren Landfield, CFA's Bear Stearns Experience January 1995 - December 1997
Job Institutional Investor, Former Corporate Development/Finance Executive
Industry Investment Management
Experience
Zazove Associates, LLC September 2011 - Present
Rovi (formerly known as Macrovision) August 2002 - September 2011
Vweb Corporation 2001 - 2002
JP Morgan H&Q 1999 - 2001
Volpe Brown Whelan & Co. 1998 - 1999
Bear Stearns January 1995 - December 1997
Skills
Corporate Development, Investments, Investment Banking, Valuation, Mergers & Acquisitions, Private Equity, Start-ups, Equity Research, Equities, Capital Markets, Due Diligence, Financial Modeling, Corporate Finance, Financial Analysis
Education
University of California, Berkeley 1992 — 1996
Bachelors, Economics, Rhetoric
The London School of Economics and Political Science (LSE) 1995 — 1995
Economics
The London School of Economics and Political Science (LSE) 1995 — 1995
Zazove Associates, LLC September 2011 - Present
Rovi (formerly known as Macrovision) August 2002 - September 2011
Vweb Corporation 2001 - 2002
JP Morgan H&Q 1999 - 2001
Volpe Brown Whelan & Co. 1998 - 1999
Bear Stearns January 1995 - December 1997
Skills
Corporate Development, Investments, Investment Banking, Valuation, Mergers & Acquisitions, Private Equity, Start-ups, Equity Research, Equities, Capital Markets, Due Diligence, Financial Modeling, Corporate Finance, Financial Analysis
Education
University of California, Berkeley 1992 — 1996
Bachelors, Economics, Rhetoric
The London School of Economics and Political Science (LSE) 1995 — 1995
Economics
The London School of Economics and Political Science (LSE) 1995 — 1995
Louis Yi's Bear Stearns Experience August 2003 - August 2006
Job Managing Director at FBR
Industry Banking
Experience
FBR July 2008 - Present
Bear, Stearns & Co. Inc. August 2006 - July 2008
Bear Stearns August 2003 - August 2006
Bear Stearns August 2000 - August 2003
Education
The Johns Hopkins University 1996 — 2000
BA
FBR July 2008 - Present
Bear, Stearns & Co. Inc. August 2006 - July 2008
Bear Stearns August 2003 - August 2006
Bear Stearns August 2000 - August 2003
Education
The Johns Hopkins University 1996 — 2000
BA
Michael Ure's Bear Stearns Experience August 2005 - March 2006
Job
Industry Oil & Energy
Experience
Oxy October 2014 - Present
Shell April 2014 - October 2014
Goldman Sachs July 2010 - April 2014
UBS Investment Bank March 2006 - July 2010
Bear Stearns August 2005 - March 2006
Skills
Corporate Finance, Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, LBO, Due Diligence, Mergers, High Yield, Equities, Capital Raising, Business Development, Strategic Planning, Emerging Markets, Finance, Fixed Income, IPO, M, Mergers, Venture Capital
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Finance, Strategic Management, Entrepreneurship
Westminster College 1998 — 2001
BS, Accounting
Oxy October 2014 - Present
Shell April 2014 - October 2014
Goldman Sachs July 2010 - April 2014
UBS Investment Bank March 2006 - July 2010
Bear Stearns August 2005 - March 2006
Skills
Corporate Finance, Investment Banking, Valuation, Private Equity, Financial Modeling, Capital Markets, LBO, Due Diligence, Mergers, High Yield, Equities, Capital Raising, Business Development, Strategic Planning, Emerging Markets, Finance, Fixed Income, IPO, M, Mergers, Venture Capital
Education
The University of Chicago - Booth School of Business 2003 — 2005
MBA, Finance, Strategic Management, Entrepreneurship
Westminster College 1998 — 2001
BS, Accounting
David Abuaf, CFA's Bear Stearns Experience June 2001 - September 2001
Job Senior Equity Research Analyst at Forman Investment Services
Industry Investment Management
Experience
Forman Investment Services October 2013 - Present
Hefty Wealth Partners August 2011 - March 2013
Bexa Capital Advisors September 2008 - August 2011
Principled Capital Management June 2007 - September 2007
Corbin Capital Partners, LP February 2004 - August 2006
Morgan Stanley August 2002 - February 2004
Bear Stearns June 2001 - September 2001
Republic National Bank June 1998 - September 1999
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Fixed Income, Portfolio Management, Due Diligence, Corporate Development, Business Development, Finance, Strategic Financial..., Strategic Planning, Hedge Funds, Equity Research, Capital Markets, Series 7, Debt, Buy-side, Chartered Financial..., Alternative Investments, Equities, Equity Valuation, DCF, Bloomberg, Fixed Income Analysis, Capital Structure, Asset Managment, Fund Of Funds, Investment Strategies, Investment Management, Investments, Capital IQ, Asset Allocation, Financial Markets, Mutual Funds, Mergers & Acquisitions, Securities, Asset Management
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance, Economics, Accounting
University of Chicago 1998 — 2002
AB, Economics
Millburn High School 1994 — 1998
Forman Investment Services October 2013 - Present
Hefty Wealth Partners August 2011 - March 2013
Bexa Capital Advisors September 2008 - August 2011
Principled Capital Management June 2007 - September 2007
Corbin Capital Partners, LP February 2004 - August 2006
Morgan Stanley August 2002 - February 2004
Bear Stearns June 2001 - September 2001
Republic National Bank June 1998 - September 1999
Skills
Corporate Finance, Valuation, Financial Modeling, Financial Analysis, Fixed Income, Portfolio Management, Due Diligence, Corporate Development, Business Development, Finance, Strategic Financial..., Strategic Planning, Hedge Funds, Equity Research, Capital Markets, Series 7, Debt, Buy-side, Chartered Financial..., Alternative Investments, Equities, Equity Valuation, DCF, Bloomberg, Fixed Income Analysis, Capital Structure, Asset Managment, Fund Of Funds, Investment Strategies, Investment Management, Investments, Capital IQ, Asset Allocation, Financial Markets, Mutual Funds, Mergers & Acquisitions, Securities, Asset Management
Education
The University of Chicago - Booth School of Business 2006 — 2008
MBA, Finance, Economics, Accounting
University of Chicago 1998 — 2002
AB, Economics
Millburn High School 1994 — 1998
Robin Spolansky's Bear Stearns Experience March 2007 - June 2008
Job Associate Director of Events and Conferences at Proskauer Rose LLP
Industry Events Services
Experience
Proskauer Rose LLP January 2015 - Present
Proskauer Rose LLP April 2011 - Present
Columbia University, Office of Alumni and Development October 2010 - April 2011
Proskauer Rose LLP August 2008 - October 2010
Bear Stearns March 2007 - June 2008
Reed Exhibitions 2003 - 2007
Skills
Event Management, Marketing Communications, Event Planning, Fundraising, Marketing Strategy, Management, Corporate Events, Media Relations, Corporate Communications, Public Relations, Email Marketing, Marketing, Social Media, Trade Shows, Sponsorship, Social Media Marketing, Program Management
Education
The George Washington University 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Proskauer Rose LLP January 2015 - Present
Proskauer Rose LLP April 2011 - Present
Columbia University, Office of Alumni and Development October 2010 - April 2011
Proskauer Rose LLP August 2008 - October 2010
Bear Stearns March 2007 - June 2008
Reed Exhibitions 2003 - 2007
Skills
Event Management, Marketing Communications, Event Planning, Fundraising, Marketing Strategy, Management, Corporate Events, Media Relations, Corporate Communications, Public Relations, Email Marketing, Marketing, Social Media, Trade Shows, Sponsorship, Social Media Marketing, Program Management
Education
The George Washington University 1998 — 2002
Bachelor of Business Administration (B.B.A.)
Harish Balan's Bear Stearns Experience July 2007 - May 2008
Job Director, Technology M&A
Industry Investment Banking
Experience
Citi May 2013 - Present
Morgan Stanley June 2008 - May 2013
Bear Stearns July 2007 - May 2008
JP Morgan June 2006 - August 2006
Avendus Advisors November 2003 - June 2005
ICICI Bank April 2001 - October 2003
Infosys 1997 - 1999
Infosys Technologies Ltd. 1997 - 1999
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Corporate Finance, Private Equity, Mergers, Venture Capital, Corporate Development, Due Diligence, M&A experience, Financial Analysis, IPO, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Accounting and Finance
XLRI Jamshedpur 1999 — 2001
Masters, Business Management
VJTI, Mumbai 1993 — 1997
BS, Engineering (Electronics)
OLPS
other
Citi May 2013 - Present
Morgan Stanley June 2008 - May 2013
Bear Stearns July 2007 - May 2008
JP Morgan June 2006 - August 2006
Avendus Advisors November 2003 - June 2005
ICICI Bank April 2001 - October 2003
Infosys 1997 - 1999
Infosys Technologies Ltd. 1997 - 1999
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Equities, Corporate Finance, Private Equity, Mergers, Venture Capital, Corporate Development, Due Diligence, M&A experience, Financial Analysis, IPO, Investments, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2005 — 2007
MBA, Accounting and Finance
XLRI Jamshedpur 1999 — 2001
Masters, Business Management
VJTI, Mumbai 1993 — 1997
BS, Engineering (Electronics)
OLPS
other
Robert Meldahl's Bear Stearns Experience August 1997 - January 2001
Job CTO, InfoQor
Industry Information Technology and Services
Experience
InfoQor March 2007 - Present
Bear Stearns August 1997 - January 2001
Logos Corporation December 1996 - August 1998
Logos Corporation, Mt. Arlington, NJ, USA 1994 - 1997
AT&T Bell Laboratories January 1986 - August 1990
Education
University of Denver 1981 — 1984
The University of Montana School of Law 1971 — 1974
Juris Doctor, Law
University of Montana 1968 — 1971
B.A., History and Economics
Fairview High School 1964 — 1967
high school, general
InfoQor March 2007 - Present
Bear Stearns August 1997 - January 2001
Logos Corporation December 1996 - August 1998
Logos Corporation, Mt. Arlington, NJ, USA 1994 - 1997
AT&T Bell Laboratories January 1986 - August 1990
Education
University of Denver 1981 — 1984
The University of Montana School of Law 1971 — 1974
Juris Doctor, Law
University of Montana 1968 — 1971
B.A., History and Economics
Fairview High School 1964 — 1967
high school, general
Joanie Moore's Bear Stearns Experience 2001 - August 2008
Job Audit Manager at Homeward Residential, Inc.
Industry Accounting
Experience
Homeward Residential, Inc. January 2009 - Present
Independent Consultant September 2008 - January 2009
Bear Stearns 2001 - August 2008
Pacific Southwest Bank 2000 - 2000
Pacific Southwest Bank 1993 - 1999
Skills
Mortgage Servicing, Mortgage Banking, Mortgage Lending, Loans, Internal Audit, Audit Management, Banking, Loan Servicing, Internal Controls, Software Documentation, Auditing, Sarbanes-Oxley Act, Financial Risk, Accounting, Financial Services, Analysis
Education
The University of Texas at Arlington
BA
Homeward Residential, Inc. January 2009 - Present
Independent Consultant September 2008 - January 2009
Bear Stearns 2001 - August 2008
Pacific Southwest Bank 2000 - 2000
Pacific Southwest Bank 1993 - 1999
Skills
Mortgage Servicing, Mortgage Banking, Mortgage Lending, Loans, Internal Audit, Audit Management, Banking, Loan Servicing, Internal Controls, Software Documentation, Auditing, Sarbanes-Oxley Act, Financial Risk, Accounting, Financial Services, Analysis
Education
The University of Texas at Arlington
BA
Ajay Ovalekar's Bear Stearns Experience 2004 - 2006
Job Consultant at Wells Fargo Bank
Industry Computer Software
Experience
Wells Fargo Bank April 2008 - Present
Nielsen Entertainment 2006 - March 2008
Tata Consultancy Services March 2004 - March 2008
Bear Stearns 2004 - 2006
Clearship Infotech 2001 - 2004
Mediaware International 1999 - 2001
Sharp & Tannan 1993 - 1996
Skills
IIS, .NET, XML, Microsoft SQL Server, Software Development, Databases, Management, ASP.NET, Database Design, Visual Basic, C#, Oracle, Analysis, Requirements Analysis
Education
The Institute of Chartered Accountants of India 1993 — 1995
Act Tech, Finance, Accounting, Computers
University of Mumbai 1988 — 1993
Bachelor's degree
OLPS
SSI
Wells Fargo Bank April 2008 - Present
Nielsen Entertainment 2006 - March 2008
Tata Consultancy Services March 2004 - March 2008
Bear Stearns 2004 - 2006
Clearship Infotech 2001 - 2004
Mediaware International 1999 - 2001
Sharp & Tannan 1993 - 1996
Skills
IIS, .NET, XML, Microsoft SQL Server, Software Development, Databases, Management, ASP.NET, Database Design, Visual Basic, C#, Oracle, Analysis, Requirements Analysis
Education
The Institute of Chartered Accountants of India 1993 — 1995
Act Tech, Finance, Accounting, Computers
University of Mumbai 1988 — 1993
Bachelor's degree
OLPS
SSI
Troy Riemer, PMP's Bear Stearns Experience January 2007 - May 2008
Job Vice President, Program Manager Servicing Technologies at Nationstar Mortgage
Industry Financial Services
Experience
Nationstar Mortgage November 2013 - Present
Nationstar Mortgage July 2013 - Present
JPMorgan Chase December 2012 - July 2013
JPMorgan Chase February 2012 - December 2012
JP Morgan Chase May 2011 - January 2012
JP Morgan Chase November 2010 - May 2011
JPMorgan Chase June 2010 - October 2010
JPMorgan Chase June 2008 - June 2010
Bear Stearns January 2007 - May 2008
Bear Stearns January 2003 - December 2006
Skills
Project Management, Management, Leadership, Strategic Planning, Team Management, Business Requirements, Contract Negotiation, Resource Management, SDLC, Vendor Management, Business Intelligence, Quality Assurance, Marketing, Integration, Project Planning, Outsourcing, Business Process, Business Analysis, Program Management, Financial Analysis, IT Management, Operations Management, Process Improvement, Access, PMO, Risk Management, Telecommunications
Education
The George Washington University 2006 — 2007
Project Management
The University of Dallas 2000 — 2001
Graduate Certificate, Electronic Commerce
The University of Texas at Austin 1989 — 1993
BA, Kinesiology and Business
Nationstar Mortgage November 2013 - Present
Nationstar Mortgage July 2013 - Present
JPMorgan Chase December 2012 - July 2013
JPMorgan Chase February 2012 - December 2012
JP Morgan Chase May 2011 - January 2012
JP Morgan Chase November 2010 - May 2011
JPMorgan Chase June 2010 - October 2010
JPMorgan Chase June 2008 - June 2010
Bear Stearns January 2007 - May 2008
Bear Stearns January 2003 - December 2006
Skills
Project Management, Management, Leadership, Strategic Planning, Team Management, Business Requirements, Contract Negotiation, Resource Management, SDLC, Vendor Management, Business Intelligence, Quality Assurance, Marketing, Integration, Project Planning, Outsourcing, Business Process, Business Analysis, Program Management, Financial Analysis, IT Management, Operations Management, Process Improvement, Access, PMO, Risk Management, Telecommunications
Education
The George Washington University 2006 — 2007
Project Management
The University of Dallas 2000 — 2001
Graduate Certificate, Electronic Commerce
The University of Texas at Austin 1989 — 1993
BA, Kinesiology and Business
Alfred Ponder Jr.'s Bear Stearns Experience 1994 - June 1996
Job Financial Advisor Delivering Personalized Financial Planning and Advice
Industry Investment Management
Experience
SunTrust Investment Services, Inc. 2010 - Present
SunTrust Investment Services, Inc. August 2010 - July 2013
Wells Fargo Advisors November 2004 - August 2010
Banc of America Investments Inc. January 2001 - November 2004
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Bear Stearns 1994 - June 1996
Education
Northside High School
The University of Georgia
BA, Economics
University of Georgia - Terry College of Business
SunTrust Investment Services, Inc. 2010 - Present
SunTrust Investment Services, Inc. August 2010 - July 2013
Wells Fargo Advisors November 2004 - August 2010
Banc of America Investments Inc. January 2001 - November 2004
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Olde Discount Stockbrokers 1996 - 1998
Bear Stearns 1994 - June 1996
Education
Northside High School
The University of Georgia
BA, Economics
University of Georgia - Terry College of Business
Ted Hinchman's Bear Stearns Experience 1995 - 1996
Job Vice President at Goff Capital Partners
Industry Real Estate
Experience
Goff Capital Partners November 2011 - Present
Circle Capital Partners / Infinity Partners November 2004 - November 2011
Lodestar Logistics 2002 - 2004
Eikon Investments 2000 - 2002
Hillwood 1996 - 1999
Bear Stearns 1995 - 1996
Skills
Real Estate, Real Estate Development, Asset Management, Asset Managment, Property Management, Disposition, Investment Properties, Real Estate Economics, Valuation
Education
The University of Texas at Austin 1990 — 1994
BBA, Finance
Goff Capital Partners November 2011 - Present
Circle Capital Partners / Infinity Partners November 2004 - November 2011
Lodestar Logistics 2002 - 2004
Eikon Investments 2000 - 2002
Hillwood 1996 - 1999
Bear Stearns 1995 - 1996
Skills
Real Estate, Real Estate Development, Asset Management, Asset Managment, Property Management, Disposition, Investment Properties, Real Estate Economics, Valuation
Education
The University of Texas at Austin 1990 — 1994
BBA, Finance
Lisa McGahran's Bear Stearns Experience 2000 - 2007
Job Director, Human Resources at CommVault
Industry Information Technology and Services
Experience
CommVault October 2011 - Present
Viacom 2007 - September 2011
Bear Stearns 2000 - 2007
Skills
Employee Relations, Recruiting, Human Resources, Talent Management, Change Management, Organizational..., Employee Engagement, Employee Recognition, Talent Acquisition, Performance Management, HRIS, Onboarding, Applicant Tracking..., HR Policies, Succession Planning, Technical Recruiting, Workforce Planning, New Hire Orientations, PeopleSoft, Hiring, Coaching, Taleo
Education
SUNY Old Westbury
The New School
CommVault October 2011 - Present
Viacom 2007 - September 2011
Bear Stearns 2000 - 2007
Skills
Employee Relations, Recruiting, Human Resources, Talent Management, Change Management, Organizational..., Employee Engagement, Employee Recognition, Talent Acquisition, Performance Management, HRIS, Onboarding, Applicant Tracking..., HR Policies, Succession Planning, Technical Recruiting, Workforce Planning, New Hire Orientations, PeopleSoft, Hiring, Coaching, Taleo
Education
SUNY Old Westbury
The New School
Elizabeth Henderson's Bear Stearns Experience July 1986 - March 1997
Job Managing Director, Market Investment Executive Connecticut & Upstate New York at U.S. Trust
Industry Financial Services
Experience
U.S. Trust March 2015 - Present
U.S. Trust August 2012 - February 2015
RogersCasey July 2000 - July 2012
Rogerscasey December 1998 - April 2000
RogersCasey March 1997 - December 1998
Bear Stearns July 1986 - March 1997
Skills
Investment consulting, Client Relationship...
Education
The Catholic University of America
JD
Trinity Episcopal High School
High School
University of Virginia
BA, History
U.S. Trust March 2015 - Present
U.S. Trust August 2012 - February 2015
RogersCasey July 2000 - July 2012
Rogerscasey December 1998 - April 2000
RogersCasey March 1997 - December 1998
Bear Stearns July 1986 - March 1997
Skills
Investment consulting, Client Relationship...
Education
The Catholic University of America
JD
Trinity Episcopal High School
High School
University of Virginia
BA, History
Chris Blanchard's Bear Stearns Experience May 2005 - November 2007
Job Director of Corporate Development, UnitedHealth Group
Industry Hospital & Health Care
Experience
UnitedHealth Group November 2008 - Present
Bear Stearns May 2005 - November 2007
Citigroup August 2003 - May 2005
US Navy January 1995 - May 2001
Skills
Divestitures, Financial Modeling, Mergers, Valuation, Due Diligence, M&A experience, Mergers & Acquisitions, Acquisition Integration
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance and Accounting
University of Minnesota-Twin Cities 1991 — 1994
BS, Aerospace Engineering
UnitedHealth Group November 2008 - Present
Bear Stearns May 2005 - November 2007
Citigroup August 2003 - May 2005
US Navy January 1995 - May 2001
Skills
Divestitures, Financial Modeling, Mergers, Valuation, Due Diligence, M&A experience, Mergers & Acquisitions, Acquisition Integration
Education
The University of Chicago Booth School of Business 2001 — 2003
MBA, Finance and Accounting
University of Minnesota-Twin Cities 1991 — 1994
BS, Aerospace Engineering
Simon MacNair's Bear Stearns Experience September 2004 - August 2006
Job Connor Clark & Lunn Investment Management
Industry Investment Management
Experience
Connor, Clark & Lunn Investment Management September 2006 - Present
Bear Stearns September 2004 - August 2006
TD Securities June 2003 - August 2004
Skills
Credit Derivatives, Fixed Income, Risk Management, Derivatives, Capital Markets, Hedge Funds, Quantitative Finance, Bloomberg, Portfolio Management, Valuation, Quantitative Analytics, Risk Modeling, Risk Managemen, Bond Markets, Portfolio Optimization
Education
University of Wisconsin-Madison 1994 — 2000
PhD, Mathematics
The University of British Columbia 1989 — 1993
B.A., English and Mathematics
Connor, Clark & Lunn Investment Management September 2006 - Present
Bear Stearns September 2004 - August 2006
TD Securities June 2003 - August 2004
Skills
Credit Derivatives, Fixed Income, Risk Management, Derivatives, Capital Markets, Hedge Funds, Quantitative Finance, Bloomberg, Portfolio Management, Valuation, Quantitative Analytics, Risk Modeling, Risk Managemen, Bond Markets, Portfolio Optimization
Education
University of Wisconsin-Madison 1994 — 2000
PhD, Mathematics
The University of British Columbia 1989 — 1993
B.A., English and Mathematics
Christopher Bergen, CFP®'s Bear Stearns Experience December 2005 - June 2008
Job Financial Advisor at Family Office
Industry Financial Services
Experience
Family Office October 2013 - Present
Greer & Associates June 2008 - September 2013
Bear Stearns December 2005 - June 2008
Bear Stearns April 2003 - November 2005
BNY Mellon July 2002 - April 2003
Skills
Certified Financial..., Strategic Financial..., Estate Planning, Securities, Investments, Alternative Investments, FINRA, Family Office, Financial Services, Estate Tax Planning, Hedge Funds, High Net Worth..., Wealth Management, Wealth Management..., Asset Managment, Investment Advisory
Education
New York University SCPS 2008 — 2009
Certificate in Financial Planning
The College of New Jersey 1998 — 2002
Family Office October 2013 - Present
Greer & Associates June 2008 - September 2013
Bear Stearns December 2005 - June 2008
Bear Stearns April 2003 - November 2005
BNY Mellon July 2002 - April 2003
Skills
Certified Financial..., Strategic Financial..., Estate Planning, Securities, Investments, Alternative Investments, FINRA, Family Office, Financial Services, Estate Tax Planning, Hedge Funds, High Net Worth..., Wealth Management, Wealth Management..., Asset Managment, Investment Advisory
Education
New York University SCPS 2008 — 2009
Certificate in Financial Planning
The College of New Jersey 1998 — 2002
Nathan Kurita, CFA's Bear Stearns Experience April 2006 - June 2008
Job Financial Advisor / Portfolio Manager at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch November 2011 - Present
Penn Capital Management August 2008 - May 2010
Bear Stearns April 2006 - June 2008
Skills
Portfolio Management, Equities
Education
The University of Memphis 1995 — 1999
BBA, Finance
Merrill Lynch November 2011 - Present
Penn Capital Management August 2008 - May 2010
Bear Stearns April 2006 - June 2008
Skills
Portfolio Management, Equities
Education
The University of Memphis 1995 — 1999
BBA, Finance
Brian Duval's Bear Stearns Experience 2005 - 2007
Job Corporate Paralegal at The Louis Berger Group, Inc.
Industry Legal Services
Experience
The Louis Berger Group 2013 - Present
Centerline Capital Group 2012 - 2013
Quest Diagnostics 2010 - 2010
Towers Perrin 2009 - 2009
Day Pitney LLP 2008 - 2009
Bear Stearns 2005 - 2007
Wyeth Pharmaceuticals 2004 - 2005
AT&T 2003 - 2004
Kevin MacCarthy Associates, P.C. September 2002 - August 2003
AT&T 1997 - 2001
Skills
Corporate Law, Legal Writing, Mergers, Contract Management, Litigation, Legal Research, Legal Assistance, Intellectual Property, Litigation Support, Due Diligence, Commercial Litigation, Patents, Corporate Governance, NJ Notary Public
Education
The American University of Paris
Certificate, Paralegal Studies
Towson University
BA, Art
Université de Paris IV (Sorbonne)
Diplôme, Langue et civilisation Française
The Louis Berger Group 2013 - Present
Centerline Capital Group 2012 - 2013
Quest Diagnostics 2010 - 2010
Towers Perrin 2009 - 2009
Day Pitney LLP 2008 - 2009
Bear Stearns 2005 - 2007
Wyeth Pharmaceuticals 2004 - 2005
AT&T 2003 - 2004
Kevin MacCarthy Associates, P.C. September 2002 - August 2003
AT&T 1997 - 2001
Skills
Corporate Law, Legal Writing, Mergers, Contract Management, Litigation, Legal Research, Legal Assistance, Intellectual Property, Litigation Support, Due Diligence, Commercial Litigation, Patents, Corporate Governance, NJ Notary Public
Education
The American University of Paris
Certificate, Paralegal Studies
Towson University
BA, Art
Université de Paris IV (Sorbonne)
Diplôme, Langue et civilisation Française
Lawrence O'Connor's Bear Stearns Experience May 2000 - August 2000
Job Partner at HPI Real Estate Services & Investments
Industry Real Estate
Experience
HPI Real Estate Services & Investments January 2013 - Present
HPI Real Estate Services & Investments June 2007 - January 2013
Peace Corps August 2004 - November 2006
HPI Real Estate Services & Investments December 2003 - August 2004
Bear Stearns May 2000 - August 2000
Skills
New Business Development, Lease Administration, Real Estate, Customer Relations, Leases, Investment Properties, Customer Service, Brokerage, Disposition, Financial Analysis, Commercial Real Estate, Investments, Landlords, Location Intelligence, Real Estate Development, Tenant, Negotiation, Dispositions
Education
The University of Texas at Austin 1999 — 2004
Bachelor of Arts (BA), Plan II Honors
The University of Texas at Austin 1999 — 2004
Bachelor of Business Administration (BBA), Finance
Acton School of Business 2010 — 2010
Entrepreneurship
HPI Real Estate Services & Investments January 2013 - Present
HPI Real Estate Services & Investments June 2007 - January 2013
Peace Corps August 2004 - November 2006
HPI Real Estate Services & Investments December 2003 - August 2004
Bear Stearns May 2000 - August 2000
Skills
New Business Development, Lease Administration, Real Estate, Customer Relations, Leases, Investment Properties, Customer Service, Brokerage, Disposition, Financial Analysis, Commercial Real Estate, Investments, Landlords, Location Intelligence, Real Estate Development, Tenant, Negotiation, Dispositions
Education
The University of Texas at Austin 1999 — 2004
Bachelor of Arts (BA), Plan II Honors
The University of Texas at Austin 1999 — 2004
Bachelor of Business Administration (BBA), Finance
Acton School of Business 2010 — 2010
Entrepreneurship
Brendan Woodbury's Bear Stearns Experience August 2004 - December 2004
Job Senior Legislative Assistant at Rep. Denny Heck
Industry Information Services
Experience
Rep. Denny Heck February 2013 - Present
IAC, LLC March 2011 - January 2013
House Financial Services Committee January 2009 - January 2011
Presidential Inaugural Committee January 2009 - January 2009
Rep Nancy Boyda March 2007 - January 2009
TestMasters January 2006 - June 2007
Bear Stearns August 2004 - December 2004
Waddell & Reed June 2002 - August 2004
Skills
Economics, Public Policy, Research, Policy Analysis, Strategic Planning, Policy, Nonprofits, Leadership, Government, Politics, Strategy, International Relations, Data Analysis, Legislative Relations, Analysis, Public Speaking, Political Science
Education
University of Kansas
Bachelor of Science (BS), Organismal Biology
Rep. Denny Heck February 2013 - Present
IAC, LLC March 2011 - January 2013
House Financial Services Committee January 2009 - January 2011
Presidential Inaugural Committee January 2009 - January 2009
Rep Nancy Boyda March 2007 - January 2009
TestMasters January 2006 - June 2007
Bear Stearns August 2004 - December 2004
Waddell & Reed June 2002 - August 2004
Skills
Economics, Public Policy, Research, Policy Analysis, Strategic Planning, Policy, Nonprofits, Leadership, Government, Politics, Strategy, International Relations, Data Analysis, Legislative Relations, Analysis, Public Speaking, Political Science
Education
University of Kansas
Bachelor of Science (BS), Organismal Biology
Brad Johl's Bear Stearns Experience June 2002 - July 2004
Job Founder at Acacia Partners, LLC
Industry Venture Capital & Private Equity
Experience
Acacia Partners, LLC June 2011 - Present
Esping Family Office March 2007 - September 2011
Fortress Investment Group August 2006 - January 2007
American Capital Strategies June 2004 - August 2006
Bear Stearns June 2002 - July 2004
Education
The University of Texas at Austin 1998 — 2002
Business Honors, Finance
Acacia Partners, LLC June 2011 - Present
Esping Family Office March 2007 - September 2011
Fortress Investment Group August 2006 - January 2007
American Capital Strategies June 2004 - August 2006
Bear Stearns June 2002 - July 2004
Education
The University of Texas at Austin 1998 — 2002
Business Honors, Finance
Mark Douglass's Bear Stearns Experience June 1989 - January 1995
Job Director Structured Finance Credit | Open to new opportunities
Industry Financial Services
Experience
Leaders in Structured Finance Credit in the Greater New York City Area 2012 - Present
First Sustainable, LLC April 2010 - Present
Consultant August 2008 - April 2012
Sunrise Securities July 2009 - 2010
NewStar Financial February 2006 - November 2007
Fitch Ratings May 2004 - January 2006
Security Guaranty Holdings May 2002 - April 2004
GenRe Securities April 1997 - April 2002
Moody's February 1995 - March 1997
Bear Stearns June 1989 - January 1995
Skills
Structured Finance, ABS, Credit, Swaps, Structured Products, MBS, Securitization, Asset-backed..., RMBS, CDO, Portfolio Management, Valuation, Securities, CMBS, Finance, Capital Markets, Residential Mortgages, Derivatives
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
Washington University in St. Louis 1979 — 1983
BS, Engineering
Leaders in Structured Finance Credit in the Greater New York City Area 2012 - Present
First Sustainable, LLC April 2010 - Present
Consultant August 2008 - April 2012
Sunrise Securities July 2009 - 2010
NewStar Financial February 2006 - November 2007
Fitch Ratings May 2004 - January 2006
Security Guaranty Holdings May 2002 - April 2004
GenRe Securities April 1997 - April 2002
Moody's February 1995 - March 1997
Bear Stearns June 1989 - January 1995
Skills
Structured Finance, ABS, Credit, Swaps, Structured Products, MBS, Securitization, Asset-backed..., RMBS, CDO, Portfolio Management, Valuation, Securities, CMBS, Finance, Capital Markets, Residential Mortgages, Derivatives
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
Washington University in St. Louis 1979 — 1983
BS, Engineering
Eric Rabinowitz's Bear Stearns Experience August 2003 - May 2008
Job VP, Corporate Development Perrigo
Industry Pharmaceuticals
Experience
Perrigo Company plc August 2014 - Present
Barclays January 2014 - August 2014
Barclays Capital February 2011 - January 2014
Barclays Capital June 2010 - February 2011
Oppenheimer & Co. February 2009 - August 2010
JP Morgan June 2008 - December 2008
Bear Stearns August 2003 - May 2008
TheStreet.com July 2000 - August 2001
boo.com October 1999 - June 2000
Deloitte August 1997 - September 1999
Education
The University of Chicago Booth School of Business 2001 — 2003
University of Florida 1993 — 1997
BS, Accounting
Perrigo Company plc August 2014 - Present
Barclays January 2014 - August 2014
Barclays Capital February 2011 - January 2014
Barclays Capital June 2010 - February 2011
Oppenheimer & Co. February 2009 - August 2010
JP Morgan June 2008 - December 2008
Bear Stearns August 2003 - May 2008
TheStreet.com July 2000 - August 2001
boo.com October 1999 - June 2000
Deloitte August 1997 - September 1999
Education
The University of Chicago Booth School of Business 2001 — 2003
University of Florida 1993 — 1997
BS, Accounting
Jason Rubin's Bear Stearns Experience August 2004 - May 2008
Job Director, Institutional Equity Research Sales
Industry Financial Services
Experience
Macquarie Group April 2013 - Present
Dahlman Rose & Co. April 2009 - March 2013
Bear Stearns August 2004 - May 2008
Skills
Equities
Education
The George Washington University - School of Business
Macquarie Group April 2013 - Present
Dahlman Rose & Co. April 2009 - March 2013
Bear Stearns August 2004 - May 2008
Skills
Equities
Education
The George Washington University - School of Business
Ari Rabinowitz's Bear Stearns Experience October 1988 - November 2008
Job IT Security Operations at Morgan Stanley
Industry Computer & Network Security
Experience
Morgan Stanley August 2011 - Present
Pride Technologies September 2010 - August 2011
Stevens Institute of Technology July 2010 - December 2010
US Census Bureau April 2010 - June 2010
Bear Stearns October 1988 - November 2008
JP Morgan 2008 - 2008
Kearfott Guidance and Navigation December 1986 - October 1988
Albert Einstein College of Medicine September 1973 - December 1986
Rapidata 1968 - 1970
Skills
LDAP, System Administration, Integration, Quality Assurance, DNS, Unix, Disaster Recovery, Linux, Servers, TCP/IP, Software Documentation, Firewalls, Visio, System Deployment, Unix Shell Scripting, Perl, Virtualization, Storage, Computer Security, Active Directory, Networking, VPN, Troubleshooting, Red Hat Linux, Solaris, SQL, Windows, IT Service Management, Shell Scripting, Vendor Management, CISSP, Network Security, Operating Systems, VMware, Infrastructure, Technical Support, Windows Server, Security, Information Security, Hardware
Education
The Cooper Union for the Advancement of Science and Art 1967 — 1971
BE, EE
Morgan Stanley August 2011 - Present
Pride Technologies September 2010 - August 2011
Stevens Institute of Technology July 2010 - December 2010
US Census Bureau April 2010 - June 2010
Bear Stearns October 1988 - November 2008
JP Morgan 2008 - 2008
Kearfott Guidance and Navigation December 1986 - October 1988
Albert Einstein College of Medicine September 1973 - December 1986
Rapidata 1968 - 1970
Skills
LDAP, System Administration, Integration, Quality Assurance, DNS, Unix, Disaster Recovery, Linux, Servers, TCP/IP, Software Documentation, Firewalls, Visio, System Deployment, Unix Shell Scripting, Perl, Virtualization, Storage, Computer Security, Active Directory, Networking, VPN, Troubleshooting, Red Hat Linux, Solaris, SQL, Windows, IT Service Management, Shell Scripting, Vendor Management, CISSP, Network Security, Operating Systems, VMware, Infrastructure, Technical Support, Windows Server, Security, Information Security, Hardware
Education
The Cooper Union for the Advancement of Science and Art 1967 — 1971
BE, EE
Sandy Batten's Bear Stearns Experience February 2002 - June 2008
Job Senior Economist at Haver Analytics
Industry Information Services
Experience
Haver Analytics 2013 - Present
JP Morgan June 2008 - July 2013
Bear Stearns February 2002 - June 2008
CDC Investment Management September 1998 - December 2001
Citibank June 1990 - August 1998
CEA 1985 - 1986
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Capital Markets, Bloomberg, Securities, Quantitative Analytics, Economics, Valuation, Macroeconomics, Series 7
Education
The Ohio State University 1973 — 1980
Doctor of Philosophy (Ph.D.), Economics
Haver Analytics 2013 - Present
JP Morgan June 2008 - July 2013
Bear Stearns February 2002 - June 2008
CDC Investment Management September 1998 - December 2001
Citibank June 1990 - August 1998
CEA 1985 - 1986
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Capital Markets, Bloomberg, Securities, Quantitative Analytics, Economics, Valuation, Macroeconomics, Series 7
Education
The Ohio State University 1973 — 1980
Doctor of Philosophy (Ph.D.), Economics
Rob Colligan's Bear Stearns Experience August 2002 - June 2008
Job Chief Financial Officer at Chimera Investment Corporation
Industry Financial Services
Experience
Chimera Investment Corporation May 2013 - Present
Starwood Capital Group 2008 - May 2013
Bear Stearns August 2002 - June 2008
Merrill Lynch August 1999 - August 2002
PricewaterhouseCoopers January 1993 - August 1999
Skills
Hedge Funds, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Asset Managment, Due Diligence, Fixed Income, Financial Reporting, Corporate Finance, Accounting, Private Equity
Education
The George Washington University 1996 — 1998
MST, Taxation / Finance
Villanova 1989 — 1993
BS, Accounting
Chimera Investment Corporation May 2013 - Present
Starwood Capital Group 2008 - May 2013
Bear Stearns August 2002 - June 2008
Merrill Lynch August 1999 - August 2002
PricewaterhouseCoopers January 1993 - August 1999
Skills
Hedge Funds, Financial Modeling, Capital Markets, Financial Analysis, Valuation, Asset Managment, Due Diligence, Fixed Income, Financial Reporting, Corporate Finance, Accounting, Private Equity
Education
The George Washington University 1996 — 1998
MST, Taxation / Finance
Villanova 1989 — 1993
BS, Accounting
Stephen L. Golden's Bear Stearns Experience July 2004 - June 2008
Job Founding Partner / Principal at J&Z Associates LLC
Industry Financial Services
Experience
J&Z Associates LLC 2007 - Present
ICAP Mortgage Services October 2010 - November 2011
Exigen Mortgage Asset Management June 2008 - May 2010
Bear Stearns July 2004 - June 2008
D&G Associates, Inc. 1999 - 2004
Amresco 1998 - 1999
U.S. Central Credit Union 1993 - 1998
Huntington National Bank 1989 - 1992
Banc One 1985 - 1989
Skills
Risk Management, Credit, Capital Markets, Portfolio Management, Finance, Mortgage Lending, Financial Analysis, Loans, Valuation, Fixed Income, Asset Managment, Financial Risk, Asset Management, Financial Services, Mortgage Banking, Mergers & Acquisitions, Risk Assessment, Derivatives, Equities, Start-ups, Structured Finance, Trading, Underwriting, Management
Education
The Ohio State University 1981 — 1991
Bachelor of Science in Business Administration, Economics
J&Z Associates LLC 2007 - Present
ICAP Mortgage Services October 2010 - November 2011
Exigen Mortgage Asset Management June 2008 - May 2010
Bear Stearns July 2004 - June 2008
D&G Associates, Inc. 1999 - 2004
Amresco 1998 - 1999
U.S. Central Credit Union 1993 - 1998
Huntington National Bank 1989 - 1992
Banc One 1985 - 1989
Skills
Risk Management, Credit, Capital Markets, Portfolio Management, Finance, Mortgage Lending, Financial Analysis, Loans, Valuation, Fixed Income, Asset Managment, Financial Risk, Asset Management, Financial Services, Mortgage Banking, Mergers & Acquisitions, Risk Assessment, Derivatives, Equities, Start-ups, Structured Finance, Trading, Underwriting, Management
Education
The Ohio State University 1981 — 1991
Bachelor of Science in Business Administration, Economics
Jennifer Alesia's Bear Stearns Experience April 2000 - February 2003
Job Global Learning Leader at GE
Industry Financial Services
Experience
GE May 2015 - Present
G E Capital April 2014 - Present
Mizuho Corporate Bank July 2008 - April 2014
Citi November 2006 - July 2008
AutoOne Insurance February 2003 - November 2006
Bear Stearns April 2000 - February 2003
IBM June 1998 - April 2000
Skills
SharePoint, Executive Coaching, Marketing, Organizational..., DDI, Leadership Development, MBTI, Performance Management, Succession Planning, Training, Employee Training, Change Management, Process Improvement, Human Resources, Coaching, Instructional Design, Recruiting, Leadership, Management, Employee Engagement, Program Management, Staff Development, Management Development, Team Building, 360 Feedback
Education
The Catholic University of America 1991 — 1995
BA, Psychology
GE May 2015 - Present
G E Capital April 2014 - Present
Mizuho Corporate Bank July 2008 - April 2014
Citi November 2006 - July 2008
AutoOne Insurance February 2003 - November 2006
Bear Stearns April 2000 - February 2003
IBM June 1998 - April 2000
Skills
SharePoint, Executive Coaching, Marketing, Organizational..., DDI, Leadership Development, MBTI, Performance Management, Succession Planning, Training, Employee Training, Change Management, Process Improvement, Human Resources, Coaching, Instructional Design, Recruiting, Leadership, Management, Employee Engagement, Program Management, Staff Development, Management Development, Team Building, 360 Feedback
Education
The Catholic University of America 1991 — 1995
BA, Psychology
Michael J Firriolo's Bear Stearns Experience January 2000 - August 2009
Job Technical Advisor at Morpolytics, LLC
Industry Information Technology and Services
Experience
Morpolytics, LLC October 2009 - Present
JPMorgan Chase 2008 - August 2009
Bear Stearns January 2000 - August 2009
Bear Stearns Securities Corp. 2000 - August 2009
Donaldson, Lufkin & Jenrette 1998 - 2000
PR Newswire January 1996 - 1998
The Cooper Union 1995 - 1996
Kearfott Guidance and Navigation 1983 - 1996
Education
The Cooper Union for the Advancement of Science and Art 1982 — 1985
MEME
The Cooper Union for the Advancement of Science and Art 1978 — 1982
BEME
Morpolytics, LLC October 2009 - Present
JPMorgan Chase 2008 - August 2009
Bear Stearns January 2000 - August 2009
Bear Stearns Securities Corp. 2000 - August 2009
Donaldson, Lufkin & Jenrette 1998 - 2000
PR Newswire January 1996 - 1998
The Cooper Union 1995 - 1996
Kearfott Guidance and Navigation 1983 - 1996
Education
The Cooper Union for the Advancement of Science and Art 1982 — 1985
MEME
The Cooper Union for the Advancement of Science and Art 1978 — 1982
BEME
Chris Saponari's Bear Stearns Experience May 2005 - August 2006
Job Managing Director at Iroquois Capital Group
Industry Investment Banking
Experience
Iroquois Capital Group December 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers August 2006 - September 2009
Bear Stearns May 2005 - August 2006
Wachovia Securities July 2003 - May 2005
Skills
Leveraged Finance, Asset Management, Due Diligence, Investment Banking, Mergers & Acquisitions, LBO, Hedge Funds, Management, Financial Modeling, Corporate Finance, Financial Advisory, Corporate Development, Venture Capital, Structured Finance, Alternative Investments, Financial Analysis, Investments, Financial Structuring, Emerging Markets, Finance
Education
Vanderbilt University
MBA, Finance, Accounting, Law
University of Georgia
BBA, Economics
Iroquois Capital Group December 2013 - Present
Barclays Capital September 2008 - May 2013
Lehman Brothers August 2006 - September 2009
Bear Stearns May 2005 - August 2006
Wachovia Securities July 2003 - May 2005
Skills
Leveraged Finance, Asset Management, Due Diligence, Investment Banking, Mergers & Acquisitions, LBO, Hedge Funds, Management, Financial Modeling, Corporate Finance, Financial Advisory, Corporate Development, Venture Capital, Structured Finance, Alternative Investments, Financial Analysis, Investments, Financial Structuring, Emerging Markets, Finance
Education
Vanderbilt University
MBA, Finance, Accounting, Law
University of Georgia
BBA, Economics
James Broder's Bear Stearns Experience April 1993 - March 2008
Job Director Global Capital Raising and IR at Starwood Capital Group
Industry Investment Banking
Experience
Starwood Capital Group/ Balbec Capital November 2012 - Present
Pierpont Securities July 2011 - November 2012
Deutsche Bank July 2008 - August 2011
Bear Stearns April 1993 - March 2008
Skills
Fixed Income, Series 7, Capital Markets, Prime Brokerage, Hedge Funds, Derivatives, Financial Analysis, Trading, Alternative Investments
Education
The George Washington University 1988 — 1992
Bachelor of Arts, International Business
Starwood Capital Group/ Balbec Capital November 2012 - Present
Pierpont Securities July 2011 - November 2012
Deutsche Bank July 2008 - August 2011
Bear Stearns April 1993 - March 2008
Skills
Fixed Income, Series 7, Capital Markets, Prime Brokerage, Hedge Funds, Derivatives, Financial Analysis, Trading, Alternative Investments
Education
The George Washington University 1988 — 1992
Bachelor of Arts, International Business
Charles Wallace's Bear Stearns Experience March 1996 - August 1998
Job Quantitative Researcher
Industry Investment Management
Experience
State Street November 2014 - Present
Cambridge Associates November 2012 - March 2014
Russell Investments October 2011 - February 2012
Commonfund October 2008 - October 2011
Asta Capital Management (formerly W&W Energy) September 1998 - October 2008
Bear Stearns March 1996 - August 1998
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Trading, Strategy, Asset Allocation, Investment Strategies, Quantitative Analytics, Options, Risk Management, Finance, Investment Banking, Economics, Hedging, Alternative Investments, Asset Management
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Economics
Trinity College-Hartford 1988 — 1992
B.A., English
State Street November 2014 - Present
Cambridge Associates November 2012 - March 2014
Russell Investments October 2011 - February 2012
Commonfund October 2008 - October 2011
Asta Capital Management (formerly W&W Energy) September 1998 - October 2008
Bear Stearns March 1996 - August 1998
Skills
Investments, Hedge Funds, Portfolio Management, Equities, Trading, Strategy, Asset Allocation, Investment Strategies, Quantitative Analytics, Options, Risk Management, Finance, Investment Banking, Economics, Hedging, Alternative Investments, Asset Management
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Economics
Trinity College-Hartford 1988 — 1992
B.A., English
James Lamke's Bear Stearns Experience March 2006 - July 2008
Job Senior Vice President Director Global Compliance/CoChief Compliance Officer at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein July 2008 - Present
Bear Stearns March 2006 - July 2008
Banc of America Securities LLC June 2005 - March 2006
BASS Trading (Currently BTIG) June 2003 - June 2005
Goldman Sach / Spear, Leeds & Kellogg June 1996 - May 2003
Spear, Leeds & Kellogg June 1996 - December 2000
NASD (Currently FINRA) June 1989 - June 1996
Education
The Johns Hopkins University - Carey Business School 1995 — 1997
University of Maryland University College 1989 — 1991
BS, Business
Sanford C. Bernstein July 2008 - Present
Bear Stearns March 2006 - July 2008
Banc of America Securities LLC June 2005 - March 2006
BASS Trading (Currently BTIG) June 2003 - June 2005
Goldman Sach / Spear, Leeds & Kellogg June 1996 - May 2003
Spear, Leeds & Kellogg June 1996 - December 2000
NASD (Currently FINRA) June 1989 - June 1996
Education
The Johns Hopkins University - Carey Business School 1995 — 1997
University of Maryland University College 1989 — 1991
BS, Business
Una Gilmartin's Bear Stearns Experience April 2000 - November 2009
Job Associate at MF Global
Industry Financial Services
Experience
MF Global March 2010 - November 2011
Bear Stearns April 2000 - November 2009
Skills
Series 7, Middle Office, Series 63, Series 24, Equities, Electronic Trading, Prime Brokerage, Trading Systems, Securities, FINRA, Bloomberg, Options, Equity Trading, Capital Markets
Education
Alliance Francaise 2007 — 2008
none
The College of New Jersey 1993 — 1997
Business/Commerce, General
MF Global March 2010 - November 2011
Bear Stearns April 2000 - November 2009
Skills
Series 7, Middle Office, Series 63, Series 24, Equities, Electronic Trading, Prime Brokerage, Trading Systems, Securities, FINRA, Bloomberg, Options, Equity Trading, Capital Markets
Education
Alliance Francaise 2007 — 2008
none
The College of New Jersey 1993 — 1997
Business/Commerce, General
Brad Brooks's Bear Stearns Experience 1989 - 1994
Job President at Titan Securities
Industry Financial Services
Experience
Titan Securities 2005 - Present
Wachovia Securities, LLC 1994 - 2004
Bear Stearns 1989 - 1994
Skills
Retirement Planning, Series 7, Securities, Portfolio Management, Wealth Management, Investments, Retirement, Mutual Funds, Asset Management, Series 63, Fixed Annuities, Strategic Financial..., Risk Management, Asset Allocation, Financial Services, IRAs, Insurance, Alternative Investments, Investment Advisory, Financial Advisory, Financial Planning
Education
The University of Texas at Arlington
BA, Political Science, Finance
Titan Securities 2005 - Present
Wachovia Securities, LLC 1994 - 2004
Bear Stearns 1989 - 1994
Skills
Retirement Planning, Series 7, Securities, Portfolio Management, Wealth Management, Investments, Retirement, Mutual Funds, Asset Management, Series 63, Fixed Annuities, Strategic Financial..., Risk Management, Asset Allocation, Financial Services, IRAs, Insurance, Alternative Investments, Investment Advisory, Financial Advisory, Financial Planning
Education
The University of Texas at Arlington
BA, Political Science, Finance
Alejandro C De Baca's Bear Stearns Experience June 2006 - August 2007
Job Software Developer at Stone Ridge Asset Management
Industry Financial Services
Experience
Stone Ridge Asset Management August 2014 - Present
Element Capital Management September 2009 - August 2014
Markit April 2009 - September 2009
Greywolf Capital Management August 2007 - April 2009
Bear Stearns June 2006 - August 2007
University of Michigan September 2004 - December 2005
Sandia National Laboratories August 1998 - December 2002
Skills
VBA, Hedge Funds, Structured Finance, SQL, Technology Management, Fixed Income, Derivatives, Java, C#, Python, C++, Ruby, Interest Rate..., Perl, Intex, Market Data, Trading Systems, Management
Education
University of Michigan - School of Information 2004 — 2006
Master of Science
The University of New Mexico 1999 — 2003
Bachelor of Science
Stone Ridge Asset Management August 2014 - Present
Element Capital Management September 2009 - August 2014
Markit April 2009 - September 2009
Greywolf Capital Management August 2007 - April 2009
Bear Stearns June 2006 - August 2007
University of Michigan September 2004 - December 2005
Sandia National Laboratories August 1998 - December 2002
Skills
VBA, Hedge Funds, Structured Finance, SQL, Technology Management, Fixed Income, Derivatives, Java, C#, Python, C++, Ruby, Interest Rate..., Perl, Intex, Market Data, Trading Systems, Management
Education
University of Michigan - School of Information 2004 — 2006
Master of Science
The University of New Mexico 1999 — 2003
Bachelor of Science
Peter LeSueur's Bear Stearns Experience November 2006 - June 2008
Job VP Sales at Tradeweb
Industry Health, Wellness and Fitness
Experience
Tradeweb January 2014 - Present
VIPete Fitness Inc. and Performance Athletic Club (the PAC) May 2012 - Present
Long Island Sports Hub August 2012 - March 2013
Bank of America October 2009 - January 2012
JP Morgan April 2009 - June 2010
JP Morgan June 2008 - April 2009
Bear Stearns November 2006 - June 2008
Dresdner Kleinwort June 2005 - November 2006
Skills
Hedge Funds, Portfolio Management, Sales, Financial Analysis, Alternative Investments, Management, Series 7
Education
The Johns Hopkins University 2001 — 2005
Bachelors, Political Science
Tradeweb January 2014 - Present
VIPete Fitness Inc. and Performance Athletic Club (the PAC) May 2012 - Present
Long Island Sports Hub August 2012 - March 2013
Bank of America October 2009 - January 2012
JP Morgan April 2009 - June 2010
JP Morgan June 2008 - April 2009
Bear Stearns November 2006 - June 2008
Dresdner Kleinwort June 2005 - November 2006
Skills
Hedge Funds, Portfolio Management, Sales, Financial Analysis, Alternative Investments, Management, Series 7
Education
The Johns Hopkins University 2001 — 2005
Bachelors, Political Science
Scott Siek's Bear Stearns Experience April 2007 - June 2008
Job Director Global Real Estate & Facilities at Altisource
Industry Facilities Services
Experience
Altisource March 2014 - Present
Homeward Residential, Inc. May 2009 - February 2014
JPMorgan Chase June 2008 - May 2009
Bear Stearns April 2007 - June 2008
JC Electric January 2005 - April 2007
City of Dallas June 2004 - January 2005
Don Penn Consulting Engineers August 1995 - March 2004
Skills
Banking, Risk Management, Vendor Management, Credit, Process Improvement, Loans, Operations Management, Portfolio Management, Financial Analysis, Asset Managment, Mortgage Lending, Change Management, Business Process..., Business Analysis, Executive Management, Management, Project Management, Leadership, Customer Service
Education
Texas Tech University 1994 — 1995
Mechanical Engineering
Trinity High School 1990 — 1994
Altisource March 2014 - Present
Homeward Residential, Inc. May 2009 - February 2014
JPMorgan Chase June 2008 - May 2009
Bear Stearns April 2007 - June 2008
JC Electric January 2005 - April 2007
City of Dallas June 2004 - January 2005
Don Penn Consulting Engineers August 1995 - March 2004
Skills
Banking, Risk Management, Vendor Management, Credit, Process Improvement, Loans, Operations Management, Portfolio Management, Financial Analysis, Asset Managment, Mortgage Lending, Change Management, Business Process..., Business Analysis, Executive Management, Management, Project Management, Leadership, Customer Service
Education
Texas Tech University 1994 — 1995
Mechanical Engineering
Trinity High School 1990 — 1994
Arlene M. Levine's Bear Stearns Experience September 1986 - June 1988
Job Experienced Market Data Sales Executive
Industry Information Technology and Services
Experience
Arbonne International LLC August 2015 - Present
CanUWorkTomorrow, LLC June 2014 - August 2015
Bloomberg Financial Markets June 1988 - June 2002
Bear Stearns September 1986 - June 1988
Moore Schley July 1985 - September 1986
Skills
Bloomberg, Electronic Trading, Trading Systems, Bloomberg Terminal, Reference Data, Hedge Funds, Derivatives, Trading, FX Options, Capital Markets, Equity Derivatives, Bonds, Portfolio Management, Investment Banking, Investment Management, Finance, Financial Risk
Education
The George Washington University - School of Business 1983 — 1985
MBA, Finance
University at Albany, SUNY 1979 — 1983
BA, Political Science
Bronx High School of Science 1976 — 1979
Arbonne International LLC August 2015 - Present
CanUWorkTomorrow, LLC June 2014 - August 2015
Bloomberg Financial Markets June 1988 - June 2002
Bear Stearns September 1986 - June 1988
Moore Schley July 1985 - September 1986
Skills
Bloomberg, Electronic Trading, Trading Systems, Bloomberg Terminal, Reference Data, Hedge Funds, Derivatives, Trading, FX Options, Capital Markets, Equity Derivatives, Bonds, Portfolio Management, Investment Banking, Investment Management, Finance, Financial Risk
Education
The George Washington University - School of Business 1983 — 1985
MBA, Finance
University at Albany, SUNY 1979 — 1983
BA, Political Science
Bronx High School of Science 1976 — 1979
Victor G. Caruso's Bear Stearns Experience 1993 - 1995
Job Managing Member at Pierian Partners, LLC
Industry Investment Banking
Experience
Pierian Partners, LLC 2011 - Present
Piper Jaffray 2008 - 2010
Morgan Joseph & Co. 2007 - 2008
Gordian Group LLC 1997 - 2007
Bear Stearns 1993 - 1995
Lehman Brothers 1983 - 1993
Skills
Restructuring, Leveraged Finance, LBO, Private Equity, Due Diligence, Valuation, Venture Capital, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Debt, Financial Modeling, Business Valuation, Strategic Planning, Bankruptcy, Structured Finance, Special Situations, Loans, Real Estate, Business Planning, Credit, Accounting, Divestitures, Mezzanine, Business Strategy, Forecasting, Chapter 11, Hedge Funds, Recapitalizations, Cash Flow, Budgeting, Debt Restructuring, Corporate Development, Retail, Credit Analysis, M&A experience, Equities, Capital Structure, Fairness Opinions, High Yield, Workout, Project Finance, Securitization, Financial Advisory, Deal Structuring, Middle Market, Reorganization, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance and Accounting
Miami University (Ohio)
Bachelor of Science (B.Sc.), Finance and Accounting
Certified Public Accountant (Inactive)
State of Minnesota
Pierian Partners, LLC 2011 - Present
Piper Jaffray 2008 - 2010
Morgan Joseph & Co. 2007 - 2008
Gordian Group LLC 1997 - 2007
Bear Stearns 1993 - 1995
Lehman Brothers 1983 - 1993
Skills
Restructuring, Leveraged Finance, LBO, Private Equity, Due Diligence, Valuation, Venture Capital, Corporate Finance, Investment Banking, Capital Markets, Financial Analysis, Debt, Financial Modeling, Business Valuation, Strategic Planning, Bankruptcy, Structured Finance, Special Situations, Loans, Real Estate, Business Planning, Credit, Accounting, Divestitures, Mezzanine, Business Strategy, Forecasting, Chapter 11, Hedge Funds, Recapitalizations, Cash Flow, Budgeting, Debt Restructuring, Corporate Development, Retail, Credit Analysis, M&A experience, Equities, Capital Structure, Fairness Opinions, High Yield, Workout, Project Finance, Securitization, Financial Advisory, Deal Structuring, Middle Market, Reorganization, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Finance and Accounting
Miami University (Ohio)
Bachelor of Science (B.Sc.), Finance and Accounting
Certified Public Accountant (Inactive)
State of Minnesota
James Broder's Bear Stearns Experience 1993 - 2008
Job Mang Director at Deutsche Bank
Industry Banking
Experience
Deutsche Bank July 2008 - Present
Bear Stearns 1993 - 2008
Education
The George Washington University 1988 — 1992
BA, International Business
Deutsche Bank July 2008 - Present
Bear Stearns 1993 - 2008
Education
The George Washington University 1988 — 1992
BA, International Business
Brian Tonsmeire's Bear Stearns Experience May 1990 - June 2008
Job Experienced FX Derivatives Specialist
Industry Capital Markets
Experience
ING April 2010 - December 2011
JP Morgan July 2009 - March 2010
Independent Investment Banking Professional July 2008 - July 2009
Bear Stearns May 1990 - June 2008
Skills
FX, Derivatives, Trading, FX Options, Risk Management, Structured Products, Currency, FX Derivatives, Foreign Exchange, Hedge Funds, Options, Financial Structuring, Equities, Market Making, Fixed Income
Education
The George Washington University 1988 — 1990
BA, Political Science, English Literature
Union College 1986 — 1988
ING April 2010 - December 2011
JP Morgan July 2009 - March 2010
Independent Investment Banking Professional July 2008 - July 2009
Bear Stearns May 1990 - June 2008
Skills
FX, Derivatives, Trading, FX Options, Risk Management, Structured Products, Currency, FX Derivatives, Foreign Exchange, Hedge Funds, Options, Financial Structuring, Equities, Market Making, Fixed Income
Education
The George Washington University 1988 — 1990
BA, Political Science, English Literature
Union College 1986 — 1988
Charlie Arestia's Bear Stearns Experience June 2007 - August 2007
Job US Army
Industry Financial Services
Experience
US Army March 2014 - Present
Guggenheim Partners March 2012 - March 2014
Guggenheim Partners February 2010 - March 2012
CQ Capital July 2008 - February 2010
Bear Stearns June 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Fixed Income, Hedge Funds, Mutual Funds, Bloomberg, Equities, Investments, Private Equity
Education
The Johns Hopkins University 2004 — 2008
BA, History
US Army March 2014 - Present
Guggenheim Partners March 2012 - March 2014
Guggenheim Partners February 2010 - March 2012
CQ Capital July 2008 - February 2010
Bear Stearns June 2007 - August 2007
Skills
Financial Modeling, Valuation, Financial Analysis, Fixed Income, Hedge Funds, Mutual Funds, Bloomberg, Equities, Investments, Private Equity
Education
The Johns Hopkins University 2004 — 2008
BA, History
William Glass's Bear Stearns Experience 2007 - 2008
Job Perella Weinberg Partners
Industry Investment Banking
Experience
Perella Weinberg Partners June 2009 - Present
AIG Financial Services Division / AIG Capital Corp 2008 - 2009
Bear Stearns 2007 - 2008
United States Congress Joint Economic Committee 2006 - 2006
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Corporate Finance, LBO, Equities, Due Diligence, Corporate Development, Mergers, Private Equity, Hedge Funds, Finance
Education
London School of Economics and Political Science
General Course, Finance, Economics, Law
The College of William and Mary
BA, International Relations, Finance
The College of William and Mary - The Mason School of Business
BA, Finance, International Relations
Perella Weinberg Partners June 2009 - Present
AIG Financial Services Division / AIG Capital Corp 2008 - 2009
Bear Stearns 2007 - 2008
United States Congress Joint Economic Committee 2006 - 2006
Skills
Financial Modeling, Investment Banking, Valuation, Capital Markets, Corporate Finance, LBO, Equities, Due Diligence, Corporate Development, Mergers, Private Equity, Hedge Funds, Finance
Education
London School of Economics and Political Science
General Course, Finance, Economics, Law
The College of William and Mary
BA, International Relations, Finance
The College of William and Mary - The Mason School of Business
BA, Finance, International Relations
Shea Wallon's Bear Stearns Experience 1993 - 1995
Job Managing Director at Bank of America
Industry Venture Capital & Private Equity
Experience
Bank of America Merrill Lynch September 2007 - May 2015
GE Capital April 2004 - August 2007
GE Capital February 2003 - March 2004
GE Equity July 1999 - January 2003
Bear Stearns 1993 - 1995
Skills
Capital Markets, Due Diligence, Funding, Investment Banking, Leveraged Finance, Management, Strategy, Valuation, Private Equity, Equities, Structured Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Business Administration and Management, General
Union College 1989 — 1993
B.S., Mathematics
The Harley School 1983 — 1989
High School Diploma
Bank of America Merrill Lynch September 2007 - May 2015
GE Capital April 2004 - August 2007
GE Capital February 2003 - March 2004
GE Equity July 1999 - January 2003
Bear Stearns 1993 - 1995
Skills
Capital Markets, Due Diligence, Funding, Investment Banking, Leveraged Finance, Management, Strategy, Valuation, Private Equity, Equities, Structured Finance
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1997 — 1999
MBA, Business Administration and Management, General
Union College 1989 — 1993
B.S., Mathematics
The Harley School 1983 — 1989
High School Diploma
Victor Kizushi's Bear Stearns Experience November 2004 - July 2006
Job Senior Vice President at Daiwa Capital Markets America Inc.
Industry Financial Services
Experience
Daiwa Capital Markets America Inc. July 2007 - Present
J.P Morgan Chase 2006 - 2007
Bear Stearns November 2004 - July 2006
Education
The Johns Hopkins University 1993 — 1997
BA
Daiwa Capital Markets America Inc. July 2007 - Present
J.P Morgan Chase 2006 - 2007
Bear Stearns November 2004 - July 2006
Education
The Johns Hopkins University 1993 — 1997
BA
Gregg Schreiber's Bear Stearns Experience 1993 - 2007
Job Institutional Sales at Bear Stearns
Industry Financial Services
Experience
Bear Stearns 1993 - 2007
Lehman Brothers 1987 - 1993
Education
The George Washington University 1983 — 1987
BBA, Finance
Bear Stearns 1993 - 2007
Lehman Brothers 1987 - 1993
Education
The George Washington University 1983 — 1987
BBA, Finance
Steven Audi's Bear Stearns Experience 1992 - 1995
Job Principal at Northwind Management Group, LLC
Industry Investment Management
Experience
Northwind Management Group, LLC 2010 - Present
Balance Asset Management, LLC 2004 - 2008
Resurgence Asset Management, LLC 1997 - 2004
Bear Stearns 1992 - 1995
Bankers Trust 1990 - 1992
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
The Ohio State University 1985 — 1989
BS, Economics
Northwind Management Group, LLC 2010 - Present
Balance Asset Management, LLC 2004 - 2008
Resurgence Asset Management, LLC 1997 - 2004
Bear Stearns 1992 - 1995
Bankers Trust 1990 - 1992
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
The Ohio State University 1985 — 1989
BS, Economics
Gregg Schreiber's Bear Stearns Experience June 1992 - July 2007
Job Head of Relative Value Algorithmic Sales
Industry Financial Services
Experience
Quantitative Brokers April 2014 - Present
BTIG, LLC May 2013 - March 2014
Newedge USA March 2009 - March 2013
Gramercy Park Capital July 2007 - February 2009
Bear Stearns June 1992 - July 2007
Lehman Brothers 1987 - 1993
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Bloomberg, Trading, Series 7, Financial Markets, Securities, Investment Banking, Portfolio Management
Education
The George Washington University 1983 — 1987
Finance
Quantitative Brokers April 2014 - Present
BTIG, LLC May 2013 - March 2014
Newedge USA March 2009 - March 2013
Gramercy Park Capital July 2007 - February 2009
Bear Stearns June 1992 - July 2007
Lehman Brothers 1987 - 1993
Skills
Fixed Income, Hedge Funds, Equities, Derivatives, Capital Markets, Bloomberg, Trading, Series 7, Financial Markets, Securities, Investment Banking, Portfolio Management
Education
The George Washington University 1983 — 1987
Finance
Ted Lifset's Bear Stearns Experience August 2005 - March 2008
Job Senior Software Engineer at Syapse Inc.
Industry Computer Software
Experience
Syapse Inc. September 2013 - Present
www.siplocalwine.com September 2012 - September 2013
Atitlan Technology Group August 2005 - September 2013
JPMorgan Chase March 2008 - July 2012
Bear Stearns August 2005 - March 2008
Life July 2003 - July 2005
Agentware LLC September 2001 - June 2003
Triene July 2000 - September 2001
Education
The London School of Economics and Political Science (LSE) 2003 — 2004
MSc, Economic History
The University of Chicago 1996 — 2000
AB, Economics
Syapse Inc. September 2013 - Present
www.siplocalwine.com September 2012 - September 2013
Atitlan Technology Group August 2005 - September 2013
JPMorgan Chase March 2008 - July 2012
Bear Stearns August 2005 - March 2008
Life July 2003 - July 2005
Agentware LLC September 2001 - June 2003
Triene July 2000 - September 2001
Education
The London School of Economics and Political Science (LSE) 2003 — 2004
MSc, Economic History
The University of Chicago 1996 — 2000
AB, Economics
Arthur Yeager's Bear Stearns Experience September 1992 - September 1993
Job Senior Vice President, Investments at Raymond James & Associates, Inc.
Industry Investment Management
Experience
Raymond James 2003 - Present
Merrill Lynch October 1993 - March 2003
Bear Stearns September 1992 - September 1993
CJ Lawerence October 1990 - September 1992
Merrill Lynch 1986 - 1990
J.P. Morgan Investment Management November 1984 - October 1986
Education
The University of Texas at Austin 1979 — 1983
BBA, Accounting
Raymond James 2003 - Present
Merrill Lynch October 1993 - March 2003
Bear Stearns September 1992 - September 1993
CJ Lawerence October 1990 - September 1992
Merrill Lynch 1986 - 1990
J.P. Morgan Investment Management November 1984 - October 1986
Education
The University of Texas at Austin 1979 — 1983
BBA, Accounting
Aaron Ensinger's Bear Stearns Experience 2004 - 2007
Job Law School Student
Industry Banking
Experience
Bear Stearns 2004 - 2007
Education
The University of Connecticut School of Law 2009 — 2013
Law
University of Michigan 2000 — 2003
BA, Economics
Cardozo HS
Bear Stearns 2004 - 2007
Education
The University of Connecticut School of Law 2009 — 2013
Law
University of Michigan 2000 — 2003
BA, Economics
Cardozo HS
Andrew Wernick's Bear Stearns Experience August 2004 - June 2008
Job Head of Structured Product Content at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters September 2010 - Present
JP Morgan June 2008 - July 2009
Bear Stearns August 2004 - June 2008
Skills
Structured Products
Education
The George Washington University
Thomson Reuters September 2010 - Present
JP Morgan June 2008 - July 2009
Bear Stearns August 2004 - June 2008
Skills
Structured Products
Education
The George Washington University
Adam Theriault's Bear Stearns Experience 2000 - 2008
Job Special Situations Sales at United First Partners
Industry Financial Services
Experience
United First Partners March 2012 - Present
JP Morgan Chase 2008 - November 2011
Bear Stearns 2000 - 2008
Skills
Capital Markets, Hedge Funds, Equities, Trading, Bloomberg, Series 7, Fixed Income
Education
University of Vermont 1996 — 2000
BA, Economics & Political Science
London School of Economics and Political Science 1998 — 1999
Economics
United First Partners March 2012 - Present
JP Morgan Chase 2008 - November 2011
Bear Stearns 2000 - 2008
Skills
Capital Markets, Hedge Funds, Equities, Trading, Bloomberg, Series 7, Fixed Income
Education
University of Vermont 1996 — 2000
BA, Economics & Political Science
London School of Economics and Political Science 1998 — 1999
Economics
Joe Sheehan's Bear Stearns Experience June 1993 - May 2008
Job Managing Director at HSBC
Industry Investment Banking
Experience
HSBC September 2008 - Present
Bear Stearns June 1993 - May 2008
Education
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Finance
University of Michigan
AB, Economics
HSBC September 2008 - Present
Bear Stearns June 1993 - May 2008
Education
University of Chicago Graduate School of Business
Master of Business Administration (MBA), Finance
University of Michigan
AB, Economics
Ken Copeland's Bear Stearns Experience January 2005 - February 2007
Job Principal at Flank, Inc
Industry Real Estate
Experience
Flank Capital March 2012 - Present
NorthStar Realty Finance March 2007 - March 2012
Bear Stearns January 2005 - February 2007
Skills
CMBS, Real Estate Economics, Debt, Commercial Mortgages, Asset Managment, Valuation, Acquisitions, Capital Markets, Due Diligence, Real Estate Transactions
Education
The London School of Economics and Political Science (LSE) 2003 — 2004
MSc., Social Policy
Tulane University 1999 — 2003
BA, Political Economy and History
Flank Capital March 2012 - Present
NorthStar Realty Finance March 2007 - March 2012
Bear Stearns January 2005 - February 2007
Skills
CMBS, Real Estate Economics, Debt, Commercial Mortgages, Asset Managment, Valuation, Acquisitions, Capital Markets, Due Diligence, Real Estate Transactions
Education
The London School of Economics and Political Science (LSE) 2003 — 2004
MSc., Social Policy
Tulane University 1999 — 2003
BA, Political Economy and History
Jay Remis's Bear Stearns Experience June 2000 - June 2008
Job Managing Director at PriceWaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers August 2015 - Present
UBS Investment Bank July 2012 - July 2015
Madison Place Partners February 2009 - August 2012
Ally Financial Inc. 2009 - 2010
Hudson Advisors, LLC (Lone Star Funds) June 2008 - March 2009
Bear Stearns June 2000 - June 2008
ContiFinancial Corporation April 1996 - June 2000
GE Capital January 1992 - April 1996
Financial Guaranty Insurance Corporation January 1992 - April 1996
Skills
Strategy, Structured Finance, Strategic Planning, Securitization, Securities, Restructuring, Real Estate Financing, Private Equity, Portfolio Management, Mortgage Lending, Mergers, Mergers, Management, Loans, Loan Servicing, Loan Origination, Leadership, Investments, Investment Banking, Hedge Funds, Financial Services, Executive Management, Equities, Entrepreneurship, Due Diligence, Corporate Finance, Capital Markets, Business Strategy, Business Process..., Business Development, Bankruptcy, Banking, Asset Management
Education
University of Chicago Law School 1981 — 1984
J.D., Law
The Johns Hopkins University 1977 — 1980
B.A., History
PricewaterhouseCoopers August 2015 - Present
UBS Investment Bank July 2012 - July 2015
Madison Place Partners February 2009 - August 2012
Ally Financial Inc. 2009 - 2010
Hudson Advisors, LLC (Lone Star Funds) June 2008 - March 2009
Bear Stearns June 2000 - June 2008
ContiFinancial Corporation April 1996 - June 2000
GE Capital January 1992 - April 1996
Financial Guaranty Insurance Corporation January 1992 - April 1996
Skills
Strategy, Structured Finance, Strategic Planning, Securitization, Securities, Restructuring, Real Estate Financing, Private Equity, Portfolio Management, Mortgage Lending, Mergers, Mergers, Management, Loans, Loan Servicing, Loan Origination, Leadership, Investments, Investment Banking, Hedge Funds, Financial Services, Executive Management, Equities, Entrepreneurship, Due Diligence, Corporate Finance, Capital Markets, Business Strategy, Business Process..., Business Development, Bankruptcy, Banking, Asset Management
Education
University of Chicago Law School 1981 — 1984
J.D., Law
The Johns Hopkins University 1977 — 1980
B.A., History
Andy Ugarte's Bear Stearns Experience May 2007 - August 2007
Job Senior Associate, M&A Advisory at Evercore
Industry Investment Banking
Experience
Evercore October 2010 - Present
Baring Private Equity Asia June 2014 - August 2014
Macquarie Group August 2008 - October 2010
Bear Stearns May 2007 - August 2007
Skills
Investment Banking, Mergers, Leveraged Finance, Private Equity, Project Finance, Corporate Finance, Public/private..., Valuation, Mergers & Acquisitions, Investments, Hedge Funds, Portfolio Management, LBO, Finance, Financial Modeling, Financial Analysis
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Entrepreneurial Management - graduated with Honors (top 20% of class)
The University of British Columbia 2003 — 2008
BComm, Finance
La Salle Greenhills 1999 — 2003
High School (Philippines)
Evercore October 2010 - Present
Baring Private Equity Asia June 2014 - August 2014
Macquarie Group August 2008 - October 2010
Bear Stearns May 2007 - August 2007
Skills
Investment Banking, Mergers, Leveraged Finance, Private Equity, Project Finance, Corporate Finance, Public/private..., Valuation, Mergers & Acquisitions, Investments, Hedge Funds, Portfolio Management, LBO, Finance, Financial Modeling, Financial Analysis
Education
Wharton School, University of Pennsylvania 2013 — 2015
Master of Business Administration (M.B.A.), Finance and Entrepreneurial Management - graduated with Honors (top 20% of class)
The University of British Columbia 2003 — 2008
BComm, Finance
La Salle Greenhills 1999 — 2003
High School (Philippines)
Hunter Davis's Bear Stearns Experience July 2006 - July 2007
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company August 2007 - Present
Bear Stearns July 2006 - July 2007
Education
The University of Kansas 2002 — 2006
B.S., Finance, Business Administration
Moelis & Company August 2007 - Present
Bear Stearns July 2006 - July 2007
Education
The University of Kansas 2002 — 2006
B.S., Finance, Business Administration
Robert Neff's Bear Stearns Experience November 1993 - March 2006
Job Executive Vice President, Head of Enterprise Risk Management at CIT Group
Industry Investment Management
Experience
CIT August 2010 - Present
Seer Capital Management August 2008 - August 2010
Sailfish Capital Partners March 2006 - July 2008
Bear Stearns November 1993 - March 2006
Mutual Benefit Group July 1982 - November 1993
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
The College of Wooster 1978 — 1982
BA, Economics
CIT August 2010 - Present
Seer Capital Management August 2008 - August 2010
Sailfish Capital Partners March 2006 - July 2008
Bear Stearns November 1993 - March 2006
Mutual Benefit Group July 1982 - November 1993
Education
New York University - Leonard N. Stern School of Business 1985 — 1988
MBA, Finance
The College of Wooster 1978 — 1982
BA, Economics
Oren Levy's Bear Stearns Experience June 2007 - August 2007
Job Student at London School of Economics and Political Science
Industry Higher Education
Experience
United States Senate September 2008 - October 2008
Bear Stearns June 2007 - August 2007
Education
The London School of Economics and Political Science (LSE) 2005 — 2008
United States Senate September 2008 - October 2008
Bear Stearns June 2007 - August 2007
Education
The London School of Economics and Political Science (LSE) 2005 — 2008
Jeremy Chused's Bear Stearns Experience November 2005 - January 2009
Job SVP, Investment Services at Tippett Moorhead
Industry Investment Management
Experience
Tippett Moorhead September 2014 - Present
ICG Advisors, LLC February 2009 - August 2014
Bear Stearns November 2005 - January 2009
Shoreland Trading July 2002 - February 2005
Digital Impact June 2000 - September 2001
Oracle January 1998 - June 2000
Skills
Investments, Due Diligence, Partnerships, Trading, Equities, Securities, Financial Modeling, Competitive Analysis, Strategic Partnerships, Business Development, SaaS, Financial Analysis, Account Management, Hedge Funds, New Business Development, Sales, CRM, Alternative Investments
Education
The University of Texas at Austin 1991 — 1995
B.S., Advertising
Tippett Moorhead September 2014 - Present
ICG Advisors, LLC February 2009 - August 2014
Bear Stearns November 2005 - January 2009
Shoreland Trading July 2002 - February 2005
Digital Impact June 2000 - September 2001
Oracle January 1998 - June 2000
Skills
Investments, Due Diligence, Partnerships, Trading, Equities, Securities, Financial Modeling, Competitive Analysis, Strategic Partnerships, Business Development, SaaS, Financial Analysis, Account Management, Hedge Funds, New Business Development, Sales, CRM, Alternative Investments
Education
The University of Texas at Austin 1991 — 1995
B.S., Advertising
Ray Creary's Bear Stearns Experience 2004 - 2006
Job Chief Developer, Owner at Ancilla Business Solutions, Inc.
Industry Computer Software
Experience
Ancilla Business Solutions, Inc. January 2000 - Present
Bear Stearns 2004 - 2006
ICAP North America 2001 - 2004
Wembley Asset Management 1998 - 2001
Education
.
City University of New York Graduate Center
Ancilla Business Solutions, Inc. January 2000 - Present
Bear Stearns 2004 - 2006
ICAP North America 2001 - 2004
Wembley Asset Management 1998 - 2001
Education
.
City University of New York Graduate Center
Kathryn Mimms, CFA's Bear Stearns Experience January 1987 - January 1991
Job Financial Advisor with Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2009 - Present
Bloomberg LP March 1997 - May 2003
Bloomberg LP 1997 - 2003
Bear Stearns January 1987 - January 1991
Dain Bosworth January 1981 - January 1987
Bankers Trust Company January 1977 - January 1979
Education
The University of Texas at Austin
Bachelor of Arts, English
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
Northwestern Mutual 2009 - Present
Bloomberg LP March 1997 - May 2003
Bloomberg LP 1997 - 2003
Bear Stearns January 1987 - January 1991
Dain Bosworth January 1981 - January 1987
Bankers Trust Company January 1977 - January 1979
Education
The University of Texas at Austin
Bachelor of Arts, English
The University of Texas at Austin - The Red McCombs School of Business
MBA, Finance
Nicholas G Barringer's Bear Stearns Experience 2006 - 2008
Job Managing Director at NGB Aquisitions
Industry Investment Management
Experience
NGB Aquisitions November 2009 - Present
JPMorgan 2008 - 2009
Bear Stearns 2006 - 2008
Education
The London School of Economics and Political Science (LSE)
BSc, Accounting & Finance
NGB Aquisitions November 2009 - Present
JPMorgan 2008 - 2009
Bear Stearns 2006 - 2008
Education
The London School of Economics and Political Science (LSE)
BSc, Accounting & Finance
David Huff's Bear Stearns Experience May 1994 - May 2000
Job President of Progressive Pumps & Controls Corporation
Industry Industrial Automation
Experience
Progressive Pumps & Controls Corporation November 2006 - Present
Academy Sports & Outdoors April 2005 - April 2006
Banc of America Securities May 2000 - October 2002
Bear Stearns May 1994 - May 2000
Skills
Mergers, Pumps, Operations Management, Energy, New Business Development, Forecasting, Mergers & Acquisitions, Manufacturing, Petroleum, Procurement, Investment Banking, Contract Negotiation, Financial Analysis, Executive Management, Managerial Finance, Business Strategy, Start-ups, Strategic Planning, Business Development, Business Planning, Finance, Oil & Gas Industry
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
The University of Texas at Austin 1983 — 1987
BBA
Progressive Pumps & Controls Corporation November 2006 - Present
Academy Sports & Outdoors April 2005 - April 2006
Banc of America Securities May 2000 - October 2002
Bear Stearns May 1994 - May 2000
Skills
Mergers, Pumps, Operations Management, Energy, New Business Development, Forecasting, Mergers & Acquisitions, Manufacturing, Petroleum, Procurement, Investment Banking, Contract Negotiation, Financial Analysis, Executive Management, Managerial Finance, Business Strategy, Start-ups, Strategic Planning, Business Development, Business Planning, Finance, Oil & Gas Industry
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA
The University of Texas at Austin 1983 — 1987
BBA
Jeff Feng's Bear Stearns Experience 2002 - 2008
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase July 2002 - Present
Bear Stearns 2002 - 2008
Bear Stearns 2002 - 2008
Tellium 2000 - 2002
Education
The University of Texas at Austin 1986 — 1994
Ph.D, Computer Sciences
JPMorgan Chase July 2002 - Present
Bear Stearns 2002 - 2008
Bear Stearns 2002 - 2008
Tellium 2000 - 2002
Education
The University of Texas at Austin 1986 — 1994
Ph.D, Computer Sciences
Brian Castiglioni's Bear Stearns Experience February 2008 - May 2008
Job Healthcare Investment Banking Associate at Jefferies
Industry Investment Banking
Experience
Jefferies May 2015 - Present
Ziegler September 2014 - May 2015
Citi August 2013 - August 2014
Citi September 2011 - July 2013
Jefferies & Company July 2010 - September 2011
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Bear Stearns February 2008 - May 2008
Skills
Public Finance, Microsoft Excel, Financial Modeling, Mergers & Acquisitions, Investment Banking, Acquisitions, Mergers, Fixed Income, Debt Restructuring, Debt Management, Financial Structuring, Request for Proposals, Company Presentations, Document Review, Credit Rating
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance and Management
The Hong Kong University of Science and Technology 2008 — 2008
Study Abroad - Fall 2008, Finance and Management
Jefferies May 2015 - Present
Ziegler September 2014 - May 2015
Citi August 2013 - August 2014
Citi September 2011 - July 2013
Jefferies & Company July 2010 - September 2011
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Bear Stearns February 2008 - May 2008
Skills
Public Finance, Microsoft Excel, Financial Modeling, Mergers & Acquisitions, Investment Banking, Acquisitions, Mergers, Fixed Income, Debt Restructuring, Debt Management, Financial Structuring, Request for Proposals, Company Presentations, Document Review, Credit Rating
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance and Management
The Hong Kong University of Science and Technology 2008 — 2008
Study Abroad - Fall 2008, Finance and Management
Justin Mauskopf's Bear Stearns Experience 1998 - 2000
Job Managing Member / Chief Financial Officer at Lutetium Capital
Industry Investment Banking
Experience
Lutetium Capital January 2013 - Present
Aksia August 2010 - January 2013
Goldman Sachs March 2007 - August 2010
Citigroup 2002 - 2007
Bear Stearns 1998 - 2000
KPMG 1993 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Fund Of Funds, Asset Managment, Private Equity, Valuation, Derivatives, Investments, Portfolio Management, Investment Banking, Capital Markets, Bloomberg, Due Diligence, Prime Brokerage, Series 7, Asset Management, Investment Strategies, Investor Relations, Financial Services
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance and Economics
University of Pennsylvania - The Wharton School 1989 — 1993
BSE, Accounting
Frisch 1985 — 1989
Lutetium Capital January 2013 - Present
Aksia August 2010 - January 2013
Goldman Sachs March 2007 - August 2010
Citigroup 2002 - 2007
Bear Stearns 1998 - 2000
KPMG 1993 - 1996
Skills
Hedge Funds, Alternative Investments, Equities, Fixed Income, Fund Of Funds, Asset Managment, Private Equity, Valuation, Derivatives, Investments, Portfolio Management, Investment Banking, Capital Markets, Bloomberg, Due Diligence, Prime Brokerage, Series 7, Asset Management, Investment Strategies, Investor Relations, Financial Services
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance and Economics
University of Pennsylvania - The Wharton School 1989 — 1993
BSE, Accounting
Frisch 1985 — 1989
Buddy Powers's Bear Stearns Experience 1993 - 2007
Job Fixed Income Professional Retired
Industry Investment Management
Experience
New Mexico Educational Retirement Board February 2012 - July 2012
Oppenheimer & Co. January 2011 - April 2011
Mizuho Securities USA July 2010 - January 2011
New Mexico State Investment Council September 2009 - June 2010
Bear Stearns & Co. Inc February 1993 - November 2007
Bear Stearns 1993 - 2007
Lehman Brothers April 1991 - February 1993
Credit Suisse First Boston April 1987 - January 1991
Interfirst Investment Management April 1982 - March 1987
Skills
Fixed Income, MBS, Bonds, Series 7, Bloomberg, Series 63, CFA, Distressed Debt, CMBS, ABS, Corporate Debt, Structured Products, Portfolio Management, Institutional Fixed..., Fixed Income Research, Alternative Investments, Capital Markets, Fixed Income Analysis, Chartered Financial...
Education
The University of Texas at Austin 1971 — 1974
BBA, Finance
New Mexico Educational Retirement Board February 2012 - July 2012
Oppenheimer & Co. January 2011 - April 2011
Mizuho Securities USA July 2010 - January 2011
New Mexico State Investment Council September 2009 - June 2010
Bear Stearns & Co. Inc February 1993 - November 2007
Bear Stearns 1993 - 2007
Lehman Brothers April 1991 - February 1993
Credit Suisse First Boston April 1987 - January 1991
Interfirst Investment Management April 1982 - March 1987
Skills
Fixed Income, MBS, Bonds, Series 7, Bloomberg, Series 63, CFA, Distressed Debt, CMBS, ABS, Corporate Debt, Structured Products, Portfolio Management, Institutional Fixed..., Fixed Income Research, Alternative Investments, Capital Markets, Fixed Income Analysis, Chartered Financial...
Education
The University of Texas at Austin 1971 — 1974
BBA, Finance
Tim Koltermann's Bear Stearns Experience 2001 - 2007
Job CEO CRE Specialty Finance Company
Industry Real Estate
Experience
Walker & Dunlop Commercial Property Funding February 2014 - Present
PineBridge Investments 2011 - 2012
Knight Capital Group 2009 - 2011
Longacre Fund Management 2008 - 2009
Institutional Credit Partners 2007 - 2008
Bear Stearns 2001 - 2007
Skills
Comnmercial Real Estate..., CMBS/CRE High Yield..., Real Estate, Investment Properties, Investments, High Yield, Trading, Commercial Real Estate, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Private Equity, Structured Finance, Valuation, Real Estate Economics
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), finance
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Walker & Dunlop Commercial Property Funding February 2014 - Present
PineBridge Investments 2011 - 2012
Knight Capital Group 2009 - 2011
Longacre Fund Management 2008 - 2009
Institutional Credit Partners 2007 - 2008
Bear Stearns 2001 - 2007
Skills
Comnmercial Real Estate..., CMBS/CRE High Yield..., Real Estate, Investment Properties, Investments, High Yield, Trading, Commercial Real Estate, Alternative Investments, Asset Management, Capital Markets, Portfolio Management, Private Equity, Structured Finance, Valuation, Real Estate Economics
Education
University of Chicago Graduate School of Business
Master of Business Administration (M.B.A.), finance
University of Wisconsin-Milwaukee
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Robert Toher's Bear Stearns Experience 2004 - 2007
Job Financial Services Executive
Industry Financial Services
Experience
JPMorgan Chase May 2013 - November 2013
HSBC June 2012 - December 2012
J.P. Morgan 2007 - August 2011
Bear Stearns 2004 - 2007
Bear Stearns 1999 - 2004
Bear Stearns 1995 - 1999
Skills
Administration, Solution Selling, Cross Selling, Client Retention, Prime Brokerage, AML/KYC, Hedge Funds, Corporate Structure, Series 7, Series 63, Financial Services, AML, Customer Retention, Derivatives, KYC, Fixed Income, System Administration, Settlement, Asset Management, Securities, Investment Banking, Operational Risk..., Finance, Relationship Management, Series 24, Anti Money Laundering
Education
The College of Wooster
BA Urban Studies
Westminester School
Diploma
JPMorgan Chase May 2013 - November 2013
HSBC June 2012 - December 2012
J.P. Morgan 2007 - August 2011
Bear Stearns 2004 - 2007
Bear Stearns 1999 - 2004
Bear Stearns 1995 - 1999
Skills
Administration, Solution Selling, Cross Selling, Client Retention, Prime Brokerage, AML/KYC, Hedge Funds, Corporate Structure, Series 7, Series 63, Financial Services, AML, Customer Retention, Derivatives, KYC, Fixed Income, System Administration, Settlement, Asset Management, Securities, Investment Banking, Operational Risk..., Finance, Relationship Management, Series 24, Anti Money Laundering
Education
The College of Wooster
BA Urban Studies
Westminester School
Diploma
Nish Kumar's Bear Stearns Experience May 2004 - October 2006
Job Vice President at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets February 2012 - Present
Bank of America October 2006 - February 2012
Bear Stearns May 2004 - October 2006
Fannie Mae 2003 - 2004
Education
The George Washington University 1999 — 2003
BBA, Finance and Marketing
hollidaysburg high school
RBC Capital Markets February 2012 - Present
Bank of America October 2006 - February 2012
Bear Stearns May 2004 - October 2006
Fannie Mae 2003 - 2004
Education
The George Washington University 1999 — 2003
BBA, Finance and Marketing
hollidaysburg high school
David K. Smith's Bear Stearns Experience 2004 - 2007
Job Financial Services Professional
Industry Financial Services
Experience
Thomson Reuters/FXall September 2013 - Present
Bridgetrade LLC September 2009 - September 2013
Bridgewater February 2009 - September 2009
Bear Stearns 2004 - 2007
Tradelink 1995 - 1998
Skills
Trading Systems, Derivatives, Hedge Funds, Fixed Income, Electronic Trading, Capital Markets, Options, Portfolio Management, Investment Banking, Equity Derivatives, FX Options, Project Management
Education
The Ohio State University - The Max M. Fisher College of Business 1987 — 1989
MBA, Busines Administration
University of California, Irvine 1982 — 1986
BS, High Energy Physics
Thomson Reuters/FXall September 2013 - Present
Bridgetrade LLC September 2009 - September 2013
Bridgewater February 2009 - September 2009
Bear Stearns 2004 - 2007
Tradelink 1995 - 1998
Skills
Trading Systems, Derivatives, Hedge Funds, Fixed Income, Electronic Trading, Capital Markets, Options, Portfolio Management, Investment Banking, Equity Derivatives, FX Options, Project Management
Education
The Ohio State University - The Max M. Fisher College of Business 1987 — 1989
MBA, Busines Administration
University of California, Irvine 1982 — 1986
BS, High Energy Physics
Ed Somekh's Bear Stearns Experience 2000 - 2003
Job Managing Partner at Globe Hospitality Group
Industry Hospitality
Experience
Globe Hospitality Group April 2011 - Present
Yess Property Group LLC 2006 - 2011
Barclays Capital 2003 - 2006
Bear Stearns 2000 - 2003
Merrill Lynch 1986 - 1999
Skills
Fixed Income, Strategy, Start-ups, Strategic Planning, Real Estate, Hospitality, Food & Beverage, Corporate Finance, Private Equity, Derivatives, Investments, Risk Management, Business Strategy, Capital Markets, Structured Products, Asset Management, Financial Modeling, Sales, Commercial Real Estate, Real Estate Development, Real Estate Transactions
Education
University of Chicago Graduate School of Business 1985 — 1987
MBA, Finance
SUNY Albany 1979 — 1982
Bachelor's degree, Economics
Globe Hospitality Group April 2011 - Present
Yess Property Group LLC 2006 - 2011
Barclays Capital 2003 - 2006
Bear Stearns 2000 - 2003
Merrill Lynch 1986 - 1999
Skills
Fixed Income, Strategy, Start-ups, Strategic Planning, Real Estate, Hospitality, Food & Beverage, Corporate Finance, Private Equity, Derivatives, Investments, Risk Management, Business Strategy, Capital Markets, Structured Products, Asset Management, Financial Modeling, Sales, Commercial Real Estate, Real Estate Development, Real Estate Transactions
Education
University of Chicago Graduate School of Business 1985 — 1987
MBA, Finance
SUNY Albany 1979 — 1982
Bachelor's degree, Economics
Peter Drittel's Bear Stearns Experience 1984 - 1995
Job Investment Management Professional
Industry Investment Management
Experience
Weiss Multi-Strategy Advisors LLC 2009 - September 2012
Diamondback Capital July 2006 - January 2009
TUDOR INVESTMENT CORPORATION February 1998 - July 2006
Kingdon Capital October 1995 - January 1998
Bear Stearns 1984 - 1995
Skills
Portfolio Management, Asset Managment, Hedge Funds, Equities, Investments, Alternative Investments, Asset Allocation, Fixed Income, Investment Strategies, Equity Research, Bloomberg, Investment Management, Wealth Management, Valuation, Mutual Funds
Education
Johns Hopkins SAIS
Master of Arts (M.A.), Latin American Studies
University of Pennsylvania - The Wharton School
MBA, International Finance
Weiss Multi-Strategy Advisors LLC 2009 - September 2012
Diamondback Capital July 2006 - January 2009
TUDOR INVESTMENT CORPORATION February 1998 - July 2006
Kingdon Capital October 1995 - January 1998
Bear Stearns 1984 - 1995
Skills
Portfolio Management, Asset Managment, Hedge Funds, Equities, Investments, Alternative Investments, Asset Allocation, Fixed Income, Investment Strategies, Equity Research, Bloomberg, Investment Management, Wealth Management, Valuation, Mutual Funds
Education
Johns Hopkins SAIS
Master of Arts (M.A.), Latin American Studies
University of Pennsylvania - The Wharton School
MBA, International Finance
Alex Friedman's Bear Stearns Experience 2006 - 2007
Job Partner at Sugar Hill Capital Partners
Industry Real Estate
Experience
Sugar Hill Capital Partners 2009 - Present
Goldman Sachs 2007 - 2009
Bear Stearns 2006 - 2007
RBC 2003 - 2006
Ivy Asset Management 2002 - 2003
eDelights.com, Inc 1999 - 2001
Salomon Smith Barney, Inc. 1996 - 1999
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Maryland School of Law 1990 — 1993
Doctor of Law (JD)
The Johns Hopkins University 1986 — 1990
Bachelor of Arts (BA), Economics
Sugar Hill Capital Partners 2009 - Present
Goldman Sachs 2007 - 2009
Bear Stearns 2006 - 2007
RBC 2003 - 2006
Ivy Asset Management 2002 - 2003
eDelights.com, Inc 1999 - 2001
Salomon Smith Barney, Inc. 1996 - 1999
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Finance, General
University of Maryland School of Law 1990 — 1993
Doctor of Law (JD)
The Johns Hopkins University 1986 — 1990
Bachelor of Arts (BA), Economics
Michael Blumenfeld's Bear Stearns Experience February 1997 - March 2008
Job Managing Director
Industry Investment Banking
Experience
MAB Corporate Advisors 2014 - Present
Royal Bank of Canada March 2008 - March 2013
Bear Stearns February 1997 - March 2008
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Investor Relations, Management, Financial Advisory, Capital Markets, Banking, Portfolio Management, Equities, Investments, Derivatives, Financial Risk, Private Equity
Education
The University of Georgia 1980 — 1984
Bachelor of Business Administration (BBA), Management Science
MAB Corporate Advisors 2014 - Present
Royal Bank of Canada March 2008 - March 2013
Bear Stearns February 1997 - March 2008
Skills
Mergers & Acquisitions, Strategy, Investment Banking, Investor Relations, Management, Financial Advisory, Capital Markets, Banking, Portfolio Management, Equities, Investments, Derivatives, Financial Risk, Private Equity
Education
The University of Georgia 1980 — 1984
Bachelor of Business Administration (BBA), Management Science
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS