Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
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Bear Stearns Employees
Employee
Years
Job
Industry
James Carlton James Carlton's Bear Stearns Experience January 1987 - January 1989
Job Investment Professional
Industry Investment Banking
Experience
Ocean Media Partners/ HC3D/ Delta Airlines Business Show June 1994 - January 2014
Bear Stearns January 1987 - January 1989
Skills
Entertainment, 3D, Film, Budgets, Television, Feature Films, Video Production, Video, Online Advertising, Social Networking, Social Media Marketing, Film Production, Producing, Leadership, Final Cut Pro, Commercials, Digital Media, HD Video, Storytelling, Post Production, Public Relations, Social Media, Marketing Strategy, Broadcast, Content Strategy, Creative Direction, Documentaries, Production Managment, Video Editing, Media Production, New Media, Multimedia
Education
The University of Texas at Austin - The Red McCombs School of Business 1981 — 1984
Bachelor of Business Administration (B.B.A.), International Business
University of Missouri-Columbia 1979 — 1981
International Business
Webster Groves High School, St. Louis, Missouri 1975 — 1979
Ocean Media Partners/ HC3D/ Delta Airlines Business Show June 1994 - January 2014
Bear Stearns January 1987 - January 1989
Skills
Entertainment, 3D, Film, Budgets, Television, Feature Films, Video Production, Video, Online Advertising, Social Networking, Social Media Marketing, Film Production, Producing, Leadership, Final Cut Pro, Commercials, Digital Media, HD Video, Storytelling, Post Production, Public Relations, Social Media, Marketing Strategy, Broadcast, Content Strategy, Creative Direction, Documentaries, Production Managment, Video Editing, Media Production, New Media, Multimedia
Education
The University of Texas at Austin - The Red McCombs School of Business 1981 — 1984
Bachelor of Business Administration (B.B.A.), International Business
University of Missouri-Columbia 1979 — 1981
International Business
Webster Groves High School, St. Louis, Missouri 1975 — 1979
Caroline Broxterman LaBauve Caroline Broxterman LaBauve's Bear Stearns Experience December 2006 - April 2007
Job VP, Global Marketing & Corporate Affairs at Bank of America
Industry Financial Services
Experience
Bank of America November 2011 - Present
Bank of America October 2009 - November 2011
Bank of America September 2008 - October 2009
Countrywide Home Loans April 2007 - September 2008
Bear Stearns December 2006 - April 2007
Countrywide Home Loans October 2003 - November 2006
Education
The University of Texas at Austin 1997 — 2001
BA, Economics
Bank of America November 2011 - Present
Bank of America October 2009 - November 2011
Bank of America September 2008 - October 2009
Countrywide Home Loans April 2007 - September 2008
Bear Stearns December 2006 - April 2007
Countrywide Home Loans October 2003 - November 2006
Education
The University of Texas at Austin 1997 — 2001
BA, Economics
Anthony Marotta Anthony Marotta's Bear Stearns Experience 1999 - 2003
Job Bank Examiner at Federal Reserve System
Industry Banking
Experience
Federal Reserve System November 2011 - Present
RBC 2008 - 2011
UBS 1998 - 2008
Morgan Stanley 2003 - 2006
Bear Stearns 1999 - 2003
AIG 1996 - 1998
Ernst & Young 1994 - 1996
New York Life Insurance Company 1992 - 1993
Skills
Banking, Credit Risk, Credit, Credit Analysis, Financial Risk, Loans, Risk Management, Financial Analysis, Operational Risk, Commercial Lending, Underwriting, Auditing, Fixed Income, Computer Application..., Operational Risk..., Valuation, Investment Banking, Business Planning, Financial Modeling, Derivatives, Internal Audit, Investments, Hedge Funds, FX Options, Accounting, Internal Controls
Education
SUNY Albany 1991 — 1995
Bachelor of Science (B.S.), Accounting, 3.44
State University of New York at Albany
Federal Reserve System November 2011 - Present
RBC 2008 - 2011
UBS 1998 - 2008
Morgan Stanley 2003 - 2006
Bear Stearns 1999 - 2003
AIG 1996 - 1998
Ernst & Young 1994 - 1996
New York Life Insurance Company 1992 - 1993
Skills
Banking, Credit Risk, Credit, Credit Analysis, Financial Risk, Loans, Risk Management, Financial Analysis, Operational Risk, Commercial Lending, Underwriting, Auditing, Fixed Income, Computer Application..., Operational Risk..., Valuation, Investment Banking, Business Planning, Financial Modeling, Derivatives, Internal Audit, Investments, Hedge Funds, FX Options, Accounting, Internal Controls
Education
SUNY Albany 1991 — 1995
Bachelor of Science (B.S.), Accounting, 3.44
State University of New York at Albany
Stephen Giannone's Bear Stearns Experience 2000 - 2004
Job President at Theorem Group Inc.
Industry Financial Services
Experience
Theorem Group, Inc. December 2007 - Present
Theorem Group Inc. December 2007 - Present
Opus Fund Services September 2008 - October 2015
Citadel Solutions LLC May 2007 - November 2007
Spectrum Global Fund Administration August 2006 - May 2007
Deutsche Bank Securities February 2005 - July 2006
Merrill Lynch April 2004 - November 2004
Bear Stearns 2000 - 2004
JPMorgan Chase 1998 - 2000
Dreyfus 1993 - 1997
Skills
Hedge Funds, Fund Administration, Prime Brokerage, Equities, Alternative Investments, Fixed Income, Fund Of Funds, Options, Private Equity, Middle Office, Bloomberg, Financial Services, Asset Management, Investments, Derivatives, Investment Management, Capital Markets, Electronic Trading, Management, Financial Markets, Commodity, Portfolio Management, Mutual Funds, Valuation, Series 7
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.)
Theorem Group, Inc. December 2007 - Present
Theorem Group Inc. December 2007 - Present
Opus Fund Services September 2008 - October 2015
Citadel Solutions LLC May 2007 - November 2007
Spectrum Global Fund Administration August 2006 - May 2007
Deutsche Bank Securities February 2005 - July 2006
Merrill Lynch April 2004 - November 2004
Bear Stearns 2000 - 2004
JPMorgan Chase 1998 - 2000
Dreyfus 1993 - 1997
Skills
Hedge Funds, Fund Administration, Prime Brokerage, Equities, Alternative Investments, Fixed Income, Fund Of Funds, Options, Private Equity, Middle Office, Bloomberg, Financial Services, Asset Management, Investments, Derivatives, Investment Management, Capital Markets, Electronic Trading, Management, Financial Markets, Commodity, Portfolio Management, Mutual Funds, Valuation, Series 7
Education
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.), Political Science and Government
United States Naval Academy 1983 — 1987
Bachelor of Science (B.S.)
Joe Tuffaha Joe Tuffaha's Bear Stearns Experience 2007 - 2007
Job Associate at Lee Tran & Liang
Industry Law Practice
Experience
Lee Tran & Liang April 2013 - Present
Severson & Werson September 2011 - March 2013
Los Angeles Superior Court November 2009 - September 2011
California Department of Justice 2009 - 2009
Bear Stearns 2007 - 2007
United States Court of Appeals for the Ninth Circuit September 2006 - December 2006
Milan Records 2005 - 2005
Skills
Civil Litigation, Legal Research, Litigation, Legal Writing, Intellectual Property, Commercial Litigation, Class Actions, Corporate Law, Westlaw, Arbitration, Copyright Law, Trade Secrets, Mediation, Appeals, Trials, Courts
Education
University of California, Los Angeles - School of Law 2008 — 2009
LL.M.
University of California, Hastings College of the Law 2004 — 2007
JD
Tufts University 1998 — 2003
Lee Tran & Liang April 2013 - Present
Severson & Werson September 2011 - March 2013
Los Angeles Superior Court November 2009 - September 2011
California Department of Justice 2009 - 2009
Bear Stearns 2007 - 2007
United States Court of Appeals for the Ninth Circuit September 2006 - December 2006
Milan Records 2005 - 2005
Skills
Civil Litigation, Legal Research, Litigation, Legal Writing, Intellectual Property, Commercial Litigation, Class Actions, Corporate Law, Westlaw, Arbitration, Copyright Law, Trade Secrets, Mediation, Appeals, Trials, Courts
Education
University of California, Los Angeles - School of Law 2008 — 2009
LL.M.
University of California, Hastings College of the Law 2004 — 2007
JD
Tufts University 1998 — 2003
Scott Stickler, CSA Scott Stickler, CSA's Bear Stearns Experience January 1999 - January 2000
Job President/Owner, Assisting Hands Home Care of Monmouth County
Industry Hospital & Health Care
Experience
Assisting Hands Home Care of Monmouth County April 2014 - Present
Medical Billing Associates February 2013 - Present
UBS Investment Bank July 2011 - January 2013
Saxis Group August 2009 - July 2011
Saxon Strategic Funds/Nexus Trading March 2007 - August 2009
Morgan Stanley February 2000 - March 2007
Bear Stearns January 1999 - January 2000
O'Shaugnessy Capital June 1997 - March 1998
Bankers Trust November 1992 - June 1997
J.P. Morgan January 1989 - November 1992
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Trading, Hedge Funds, Options, Equity Derivatives, Ultra Low Latency, Derivatives, Equity Trading, Portfolio Management, Low Latency Trading, Futures, Equity Swaps, Algorithms, Global Business..., Financial Systems Design, Risk Monitoring, Proprietary Trading, Market Data, Financial Services, Financial Markets, Bloomberg, Asset Allocation, Middle Office, Alternative Investments, Credit Derivatives, Securities Lending, ETFs, Capital Markets
Education
University at Albany, SUNY 1985 — 1988
MBA, MIS / Marketing
University at Albany, SUNY 1981 — 1985
BS, MIS
Assisting Hands Home Care of Monmouth County April 2014 - Present
Medical Billing Associates February 2013 - Present
UBS Investment Bank July 2011 - January 2013
Saxis Group August 2009 - July 2011
Saxon Strategic Funds/Nexus Trading March 2007 - August 2009
Morgan Stanley February 2000 - March 2007
Bear Stearns January 1999 - January 2000
O'Shaugnessy Capital June 1997 - March 1998
Bankers Trust November 1992 - June 1997
J.P. Morgan January 1989 - November 1992
Skills
Electronic Trading, Equities, Trading Systems, Prime Brokerage, Trading, Hedge Funds, Options, Equity Derivatives, Ultra Low Latency, Derivatives, Equity Trading, Portfolio Management, Low Latency Trading, Futures, Equity Swaps, Algorithms, Global Business..., Financial Systems Design, Risk Monitoring, Proprietary Trading, Market Data, Financial Services, Financial Markets, Bloomberg, Asset Allocation, Middle Office, Alternative Investments, Credit Derivatives, Securities Lending, ETFs, Capital Markets
Education
University at Albany, SUNY 1985 — 1988
MBA, MIS / Marketing
University at Albany, SUNY 1981 — 1985
BS, MIS
Robert Samuels Robert Samuels's Bear Stearns Experience 2001 - 2002
Job Executive Director, Senior Consumer Analyst UBS Wealth Management CIO
Industry Financial Services
Experience
UBS Wealth Management, Chief Investment Office August 2012 - Present
WJB Capital Group, Inc. April 2011 - January 2012
Oppenheimer & Co. August 2008 - April 2010
JPMorgan 2002 - 2008
Bear Stearns 2001 - 2002
Skills
Industry Analysis, Strategic Thinking, Market Research, Valuation, Financial Modeling, Equity Research, Retail, Financial Analysis, Equities, Apparel, Sporting Goods, Softlines, Competitive Analysis, Athletic Footwear, Athletic Apparel, Department Stores, Hardlines, Restaurants, Luxury Goods, Cruise Lines, Asset Managment, Hedge Funds, Mutual Funds, Capital Markets, Asset Management, Securities, Investments, Bloomberg, Asset Allocation, Portfolio Management, Investment Banking, Equity Derivatives, Strategy
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
Tufts University 1992 — 1996
BA, Economics
UBS Wealth Management, Chief Investment Office August 2012 - Present
WJB Capital Group, Inc. April 2011 - January 2012
Oppenheimer & Co. August 2008 - April 2010
JPMorgan 2002 - 2008
Bear Stearns 2001 - 2002
Skills
Industry Analysis, Strategic Thinking, Market Research, Valuation, Financial Modeling, Equity Research, Retail, Financial Analysis, Equities, Apparel, Sporting Goods, Softlines, Competitive Analysis, Athletic Footwear, Athletic Apparel, Department Stores, Hardlines, Restaurants, Luxury Goods, Cruise Lines, Asset Managment, Hedge Funds, Mutual Funds, Capital Markets, Asset Management, Securities, Investments, Bloomberg, Asset Allocation, Portfolio Management, Investment Banking, Equity Derivatives, Strategy
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
Tufts University 1992 — 1996
BA, Economics
Susan L. Scherer Susan L. Scherer's Bear Stearns Experience April 1994 - June 2005
Job President at Acrone Advisors Inc.
Industry Financial Services
Experience
Acrone Advisors Inc. November 2012 - Present
SLS Consulting January 2009 - November 2012
Morgan Stanley June 2005 - May 2008
Bear Stearns April 1994 - June 2005
Bear Stearns February 1994 - May 2005
Skills
Chief Marketing Officer, New Business Development, Business Strategy, Consultative Selling, Relationship Development, Investment Banking, Asset Management, Executive Recruitment, Marketing Strategy, Consulting, Alternative Investments, Executive Career Advisor, Cross Selling, Campaigns, Financial Services, Executive Search, Asset Managment, Strategy, Fixed Income, Portfolio Management, CRM, Business Development, Investments, Equities, Hedge Funds, Mergers, Capital Markets, Executive Sales..., Finance, Mergers & Acquisitions, Private Equity, Executive Management, Securities, Trading, Investment Management, Financial Modeling, Structured Products, Corporate Finance, Selling, Emerging Markets, Financial Markets, Financial Advisory, Valuation, Due Diligence, Leadership, Leveraged Finance, Corporate Development, M&A experience
Education
University at Albany, SUNY 1979 — 1982
BA, History, Political Economics
Acrone Advisors Inc. November 2012 - Present
SLS Consulting January 2009 - November 2012
Morgan Stanley June 2005 - May 2008
Bear Stearns April 1994 - June 2005
Bear Stearns February 1994 - May 2005
Skills
Chief Marketing Officer, New Business Development, Business Strategy, Consultative Selling, Relationship Development, Investment Banking, Asset Management, Executive Recruitment, Marketing Strategy, Consulting, Alternative Investments, Executive Career Advisor, Cross Selling, Campaigns, Financial Services, Executive Search, Asset Managment, Strategy, Fixed Income, Portfolio Management, CRM, Business Development, Investments, Equities, Hedge Funds, Mergers, Capital Markets, Executive Sales..., Finance, Mergers & Acquisitions, Private Equity, Executive Management, Securities, Trading, Investment Management, Financial Modeling, Structured Products, Corporate Finance, Selling, Emerging Markets, Financial Markets, Financial Advisory, Valuation, Due Diligence, Leadership, Leveraged Finance, Corporate Development, M&A experience
Education
University at Albany, SUNY 1979 — 1982
BA, History, Political Economics
Jackie LePore Jackie LePore's Bear Stearns Experience July 2006 - June 2008
Job Marketing Intern, Beverage Division at Nestle S.A.
Industry Consumer Goods
Experience
UCLA Anderson School of Management September 2012 - June 2014
Nestle S.A. June 2013 - August 2013
J.P. Morgan June 2008 - August 2011
Bear Stearns July 2006 - June 2008
Skills
Public Finance, Municipal Bonds, Quantitative Analytics, Written & Oral..., Capital Markets, Securities, Bloomberg, Fixed Income
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Villanova University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
UCLA Anderson School of Management September 2012 - June 2014
Nestle S.A. June 2013 - August 2013
J.P. Morgan June 2008 - August 2011
Bear Stearns July 2006 - June 2008
Skills
Public Finance, Municipal Bonds, Quantitative Analytics, Written & Oral..., Capital Markets, Securities, Bloomberg, Fixed Income
Education
UCLA Anderson School of Management 2012 — 2014
Master of Business Administration (MBA)
Villanova University 2002 — 2006
Bachelor of Science (BS), Accounting and Finance
Christian Gilles Christian Gilles's Bear Stearns Experience February 1997 - June 2008
Job Senior Vice President at Ally Financial Inc.
Industry Financial Services
Experience
Ally Financial Inc. February 2010 - Present
JP Morgan June 2008 - January 2010
Bear Stearns February 1997 - June 2008
Federal Reserve Board January 1991 - February 1997
Skills
FX, Mortgage, Analytics, MBS, Fixed Income, FX Options, Hedge Funds, Quantitative Analytics, Foreign Exchange, Capital Markets, Mortgage Lending, Structured Products, Structured Finance, Derivatives, Credit Derivatives, Securitization, Equities, Bonds, ABS, Portfolio Management
Education
University of Chicago 1974 — 1978
Ph. D., Economics
Université Laval 1968 — 1971
Bachelor's Degree, Actuarial Science
Ally Financial Inc. February 2010 - Present
JP Morgan June 2008 - January 2010
Bear Stearns February 1997 - June 2008
Federal Reserve Board January 1991 - February 1997
Skills
FX, Mortgage, Analytics, MBS, Fixed Income, FX Options, Hedge Funds, Quantitative Analytics, Foreign Exchange, Capital Markets, Mortgage Lending, Structured Products, Structured Finance, Derivatives, Credit Derivatives, Securitization, Equities, Bonds, ABS, Portfolio Management
Education
University of Chicago 1974 — 1978
Ph. D., Economics
Université Laval 1968 — 1971
Bachelor's Degree, Actuarial Science
Kristin Kmiotek Kristin Kmiotek's Bear Stearns Experience April 2000 - July 2001
Job School Psychologist, NYC Department of Education
Industry Mental Health Care
Experience
The Robert Fulton Schools (PS 08 and MS 08), Brooklyn, N.Y. 11201 January 2015 - Present
Oceanside School District September 2012 - June 2013
PS 02 and PS 84 September 2011 - June 2012
Bank of Montreal July 2010 - August 2011
Standard Chartered Bank December 2008 - September 2009
Wachovia Securities March 2007 - November 2008
Financo, Inc September 2004 - September 2006
Vanderbilt Capital Advisors September 2001 - January 2003
Bear Stearns April 2000 - July 2001
Skills
School Psychology, Notary Public, State of New York, Administrative..., Outlook, Office Management, Workshop Facilitation, Data Entry, PowerPoint, Microsoft Office, Microsoft Excel, Research, File Management, Access, Microsoft Word, Lotus Notes, Nonprofits, Statistics, Management, Child Development, Training, Data Analysis, Human Resources, Event Planning, Public Speaking, Teaching, Community Outreach, Higher Education, Psychotherapy, Time Management, Mental Health, Program Development, Program Evaluation, Leadership, SPSS, Technology Needs..., Fundraising, Psychology, Administrative...
Education
Touro College 2010 — 2013
Master of Science, School Psychology
SUNY Old Westbury University, December 2006
Bachelor of Science Degree, Finance
The Robert Fulton Schools (PS 08 and MS 08), Brooklyn, N.Y. 11201 January 2015 - Present
Oceanside School District September 2012 - June 2013
PS 02 and PS 84 September 2011 - June 2012
Bank of Montreal July 2010 - August 2011
Standard Chartered Bank December 2008 - September 2009
Wachovia Securities March 2007 - November 2008
Financo, Inc September 2004 - September 2006
Vanderbilt Capital Advisors September 2001 - January 2003
Bear Stearns April 2000 - July 2001
Skills
School Psychology, Notary Public, State of New York, Administrative..., Outlook, Office Management, Workshop Facilitation, Data Entry, PowerPoint, Microsoft Office, Microsoft Excel, Research, File Management, Access, Microsoft Word, Lotus Notes, Nonprofits, Statistics, Management, Child Development, Training, Data Analysis, Human Resources, Event Planning, Public Speaking, Teaching, Community Outreach, Higher Education, Psychotherapy, Time Management, Mental Health, Program Development, Program Evaluation, Leadership, SPSS, Technology Needs..., Fundraising, Psychology, Administrative...
Education
Touro College 2010 — 2013
Master of Science, School Psychology
SUNY Old Westbury University, December 2006
Bachelor of Science Degree, Finance
Su-Ying Teo's Bear Stearns Experience May 2006 - February 2008
Job Vice President Regulatory Capital at JPMorgan Chase
Industry Financial Services
Experience
JP Morgan March 2014 - Present
J.P. Morgan January 2013 - March 2014
J.P. Morgan March 2011 - January 2013
JP Morgan February 2008 - February 2011
Bear Stearns May 2006 - February 2008
Skills
Prime Brokerage, Hedge Funds, Investment Banking, Equities, Bloomberg, Fixed Income, Valuation, Securities, Derivatives, Capital Markets, Financial Markets, Series 7, Options, Emerging Markets, Private Equity
Education
Tufts University 2002 — 2006
BA, International Relations
JP Morgan March 2014 - Present
J.P. Morgan January 2013 - March 2014
J.P. Morgan March 2011 - January 2013
JP Morgan February 2008 - February 2011
Bear Stearns May 2006 - February 2008
Skills
Prime Brokerage, Hedge Funds, Investment Banking, Equities, Bloomberg, Fixed Income, Valuation, Securities, Derivatives, Capital Markets, Financial Markets, Series 7, Options, Emerging Markets, Private Equity
Education
Tufts University 2002 — 2006
BA, International Relations
Bradly Schwab Bradly Schwab's Bear Stearns Experience May 1994 - May 1995
Job Managing Director at CRT Capital Group
Industry Financial Services
Experience
CRT Special Investments LLC November 2011 - Present
Debt Acquisition Group, LLC July 2010 - October 2011
Triax Capital Advisors, LLC July 2007 - October 2011
GLS Services LLC September 2002 - July 2007
AIG Global Investment Group June 1999 - September 2002
Enron Mexico 1998 - 1998
Bankers Trust May 1995 - May 1997
Bear Stearns May 1994 - May 1995
Skills
Valuation, Private Equity, Restructuring, Equities, Fixed Income, Bankruptcy, Capital Markets, Hedge Funds, Business Strategy, Debt, Asset Managment, Credit Opportunities, Distressed Investing, Investments, Portfolio Management, Finance, Emerging Markets, Trading, Financial Structuring
Education
Tufts University - The Fletcher School of Law and Diplomacy 1997 — 1999
MALD, International Business
University of Rochester 1989 — 1994
BA, Religion
CRT Special Investments LLC November 2011 - Present
Debt Acquisition Group, LLC July 2010 - October 2011
Triax Capital Advisors, LLC July 2007 - October 2011
GLS Services LLC September 2002 - July 2007
AIG Global Investment Group June 1999 - September 2002
Enron Mexico 1998 - 1998
Bankers Trust May 1995 - May 1997
Bear Stearns May 1994 - May 1995
Skills
Valuation, Private Equity, Restructuring, Equities, Fixed Income, Bankruptcy, Capital Markets, Hedge Funds, Business Strategy, Debt, Asset Managment, Credit Opportunities, Distressed Investing, Investments, Portfolio Management, Finance, Emerging Markets, Trading, Financial Structuring
Education
Tufts University - The Fletcher School of Law and Diplomacy 1997 — 1999
MALD, International Business
University of Rochester 1989 — 1994
BA, Religion
Kathy Givens Kathy Givens's Bear Stearns Experience June 1985 - March 2008
Job Application Development Project Manager at TIAACREF
Industry Information Technology and Services
Experience
TIAA-CREF July 2012 - Present
Traci Lynn Fashion Jewelry 2012 - Present
Merrill Lynch October 2010 - December 2012
Technology Concepts Group Int'l. January 2009 - August 2010
JP Morgan Chase 2008 - 2009
Bear Stearns June 1985 - March 2008
Skills
Business Analysis, Project Management, Risk Management, Vendor Management, SDLC, Team Building, ITIL, Strategy, Disaster Recovery, System Administration, Leadership, CRM, Management, Troubleshooting, Executive Management, Process Improvement, Account Management, Governance, Active Directory, Microsoft Exchange, Real Estate, SharePoint, VMware Certified..., Integration, Access, Visio, Outsourcing, System Deployment, Business Process, Program Management, Change Management, Data Center, Project Portfolio..., Business Intelligence, Information Technology, Business Process..., PMP, Team Leadership, IT Management, PMO, IT Service Management, Software Documentation, IT Strategy, Requirements Analysis, Security, Software Project..., Enterprise Architecture, Software Development, IT Operations, Resource Management
Education
Kaizen Technologies
Microsoft
Sharepoint 2007 MCP
Technical Institute of America
Union County College
Vmware
Vmware Certified Profssional, VCP
Wall Street Project
TIAA-CREF July 2012 - Present
Traci Lynn Fashion Jewelry 2012 - Present
Merrill Lynch October 2010 - December 2012
Technology Concepts Group Int'l. January 2009 - August 2010
JP Morgan Chase 2008 - 2009
Bear Stearns June 1985 - March 2008
Skills
Business Analysis, Project Management, Risk Management, Vendor Management, SDLC, Team Building, ITIL, Strategy, Disaster Recovery, System Administration, Leadership, CRM, Management, Troubleshooting, Executive Management, Process Improvement, Account Management, Governance, Active Directory, Microsoft Exchange, Real Estate, SharePoint, VMware Certified..., Integration, Access, Visio, Outsourcing, System Deployment, Business Process, Program Management, Change Management, Data Center, Project Portfolio..., Business Intelligence, Information Technology, Business Process..., PMP, Team Leadership, IT Management, PMO, IT Service Management, Software Documentation, IT Strategy, Requirements Analysis, Security, Software Project..., Enterprise Architecture, Software Development, IT Operations, Resource Management
Education
Kaizen Technologies
Microsoft
Sharepoint 2007 MCP
Technical Institute of America
Union County College
Vmware
Vmware Certified Profssional, VCP
Wall Street Project
Shane Akeroyd Shane Akeroyd's Bear Stearns Experience 1994 - 1996
Job Head of Sales
Industry Financial Services
Experience
Markit February 2008 - Present
RBC Capital Markets April 2006 - January 2008
TD Securities February 1996 - March 2006
Bear Stearns 1994 - 1996
Bear Stearns International 1993 - 1994
Bank of America October 1986 - September 1993
Skills
Credit Derivatives, Electronic Trading, Fixed Income, Capital Markets, Equity Derivatives, Market Data, Derivatives, Trading Systems, FX Options, Equities, Investment Banking, Bonds, Financial Markets, Hedge Funds, Market Risk
Education
University College London, U. of London 1983 — 1986
Bachelor of Science (BSc) Hons, Economics
Sir Roger Manwood's 1976 — 1983
Markit February 2008 - Present
RBC Capital Markets April 2006 - January 2008
TD Securities February 1996 - March 2006
Bear Stearns 1994 - 1996
Bear Stearns International 1993 - 1994
Bank of America October 1986 - September 1993
Skills
Credit Derivatives, Electronic Trading, Fixed Income, Capital Markets, Equity Derivatives, Market Data, Derivatives, Trading Systems, FX Options, Equities, Investment Banking, Bonds, Financial Markets, Hedge Funds, Market Risk
Education
University College London, U. of London 1983 — 1986
Bachelor of Science (BSc) Hons, Economics
Sir Roger Manwood's 1976 — 1983
Brian Sharpe, CFA Brian Sharpe, CFA's Bear Stearns Experience 2002 - 2004
Job Managing Director at US Trust
Industry Investment Management
Experience
US Trust June 2010 - Present
BlackRock 2005 - 2010
US Trust 2004 - 2005
Bear Stearns 2002 - 2004
Credit Suisse 1996 - 2002
US Army 1991 - 1994
Education
Yale School of Management 1994 — 1996
MBA, Finance
United States Military Academy at West Point 1987 — 1991
BS, Systems Engineering
US Trust June 2010 - Present
BlackRock 2005 - 2010
US Trust 2004 - 2005
Bear Stearns 2002 - 2004
Credit Suisse 1996 - 2002
US Army 1991 - 1994
Education
Yale School of Management 1994 — 1996
MBA, Finance
United States Military Academy at West Point 1987 — 1991
BS, Systems Engineering
David Tayabji David Tayabji's Bear Stearns Experience May 2004 - July 2007
Job Managing Director, Fixed Income Sales | Investmentgrade Corporates ♦ AssetBacked Securities ♦ Client Relationships
Industry Investment Banking
Experience
Credit Agricole CIB September 2010 - Present
Bear Stearns May 2004 - July 2007
Bank One December 2002 - May 2004
Merrill Lynch August 1986 - October 2002
Bechtel 1983 - 1984
NUTECH, Inc. 1981 - 1983
Skills
Financial Services, Investments, Capital Markets, Trading, Bonds, High Yield, Strategy, Sales, Relationship Management, Credit, Hedge Funds, Investment Banking, Corporates, CRM, corporate bonds, investment grade, ABS, Asset-backed..., Fixed Income, Management
Education
UCLA Anderson School of Management 1984 — 1986
MBA
University of Illinois at Urbana-Champaign 1976 — 1981
BS, MS, Civil Engineering
Credit Agricole CIB September 2010 - Present
Bear Stearns May 2004 - July 2007
Bank One December 2002 - May 2004
Merrill Lynch August 1986 - October 2002
Bechtel 1983 - 1984
NUTECH, Inc. 1981 - 1983
Skills
Financial Services, Investments, Capital Markets, Trading, Bonds, High Yield, Strategy, Sales, Relationship Management, Credit, Hedge Funds, Investment Banking, Corporates, CRM, corporate bonds, investment grade, ABS, Asset-backed..., Fixed Income, Management
Education
UCLA Anderson School of Management 1984 — 1986
MBA
University of Illinois at Urbana-Champaign 1976 — 1981
BS, MS, Civil Engineering
Ethan Schuchman Ethan Schuchman's Bear Stearns Experience 2000 - 2000
Job Founder and CEO at Cross Country Wealth Management
Industry Financial Services
Experience
Cross Country Wealth Management January 2013 - Present
Nationwide Financial Network August 2011 - December 2012
Financial Network February 2001 - September 2011
Bear Stearns 2000 - 2000
Skills
Certified Financial..., Financial Planning, Retirement Planning, Strategic Planning, Chartered Financial..., Finance, Estate Planning, Investment Management
Education
University of Maryland University College
MBA, Business Operations & Analysis
Touro College
Bachelors of Science, Finance
Cross Country Wealth Management January 2013 - Present
Nationwide Financial Network August 2011 - December 2012
Financial Network February 2001 - September 2011
Bear Stearns 2000 - 2000
Skills
Certified Financial..., Financial Planning, Retirement Planning, Strategic Planning, Chartered Financial..., Finance, Estate Planning, Investment Management
Education
University of Maryland University College
MBA, Business Operations & Analysis
Touro College
Bachelors of Science, Finance
Donald Noesner Donald Noesner's Bear Stearns Experience 1999 - 2009
Job Associate at JPMorgan Chase & Co.
Industry Information Technology and Services
Experience
JPMorgan Chase & Co. 2010 - Present
Bear Stearns 1999 - 2009
Bear Stearns 1991 - 1999
C - Technologies Inc. 1989 - 1991
Skills
TIBCO iProcess, XP, Computer Hardware
Education
Union County College
AAS, electrical engineering
JPMorgan Chase & Co. 2010 - Present
Bear Stearns 1999 - 2009
Bear Stearns 1991 - 1999
C - Technologies Inc. 1989 - 1991
Skills
TIBCO iProcess, XP, Computer Hardware
Education
Union County College
AAS, electrical engineering
Stephen Elkind Stephen Elkind's Bear Stearns Experience September 1999 - May 2001
Job Managing Partner at Beltline Energy, LLC
Industry Renewables & Environment
Experience
Beltline Energy, LLC December 2013 - Present
OCI Solar Power LLC January 2012 - December 2013
Elm Solar Ventures October 2010 - December 2011
The SECon Group January 2001 - September 2009
Lily McNeal, LLC January 2002 - December 2008
Bear Stearns September 1999 - May 2001
Internet Profiles I/Pro 1997 - 1997
Deloitte Consulting September 1993 - March 1996
Skills
Entrepreneurship, Strategic Planning, Mergers, Business Strategy, Start-ups, Product Development, Strategy, Marketing Strategy, Cross-functional Team..., Due Diligence, Mergers & Acquisitions, Business Development, Program Management, Leadership, Management, Analysis, CRM, Change Management
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance, Entrepreneurial Studies
University of California, Los Angeles 1989 — 1993
Bachelors, Economics
Sharon High School 1984 — 1988
Beltline Energy, LLC December 2013 - Present
OCI Solar Power LLC January 2012 - December 2013
Elm Solar Ventures October 2010 - December 2011
The SECon Group January 2001 - September 2009
Lily McNeal, LLC January 2002 - December 2008
Bear Stearns September 1999 - May 2001
Internet Profiles I/Pro 1997 - 1997
Deloitte Consulting September 1993 - March 1996
Skills
Entrepreneurship, Strategic Planning, Mergers, Business Strategy, Start-ups, Product Development, Strategy, Marketing Strategy, Cross-functional Team..., Due Diligence, Mergers & Acquisitions, Business Development, Program Management, Leadership, Management, Analysis, CRM, Change Management
Education
UCLA Anderson School of Management 1997 — 1999
MBA, Finance, Entrepreneurial Studies
University of California, Los Angeles 1989 — 1993
Bachelors, Economics
Sharon High School 1984 — 1988
Kalpesh Patel Kalpesh Patel's Bear Stearns Experience 2005 - 2008
Job Research Analyst at Barclays
Industry Investment Banking
Experience
Barclays Capital 2012 - Present
Jefferies & Company 2008 - 2011
Bear Stearns 2005 - 2008
Lazard Asset Management 2002 - 2005
Deutsche Asset Management 2001 - 2002
Sanford C. Bernstein 1999 - 2001
DE Shaw 1999 - 1999
Skills
Equities, Equity Research, Industrials, Coal, Engineering, Construction, E&C, Engineering &..., Metals, Mining, Metals & Mining, Building Products, Building Materials, Investments, Investment Management, Investment Research, Valuation, Factset, Bloomberg, Fundamental Research, Research, Financial Modeling, Stock Picking, Series 7, Equity Valuation, Gold, Silver, Portfolio Management, Industrial Sector, Capital Markets, Asset Management, Trading, Hedge Funds, Fixed Income
Education
CFA Institute 2000 — 2003
CFA Charterholder
Tufts University 1995 — 1999
Bachelor of Arts
Barclays Capital 2012 - Present
Jefferies & Company 2008 - 2011
Bear Stearns 2005 - 2008
Lazard Asset Management 2002 - 2005
Deutsche Asset Management 2001 - 2002
Sanford C. Bernstein 1999 - 2001
DE Shaw 1999 - 1999
Skills
Equities, Equity Research, Industrials, Coal, Engineering, Construction, E&C, Engineering &..., Metals, Mining, Metals & Mining, Building Products, Building Materials, Investments, Investment Management, Investment Research, Valuation, Factset, Bloomberg, Fundamental Research, Research, Financial Modeling, Stock Picking, Series 7, Equity Valuation, Gold, Silver, Portfolio Management, Industrial Sector, Capital Markets, Asset Management, Trading, Hedge Funds, Fixed Income
Education
CFA Institute 2000 — 2003
CFA Charterholder
Tufts University 1995 — 1999
Bachelor of Arts
Clark Reed Clark Reed's Bear Stearns Experience 1977 - 1982
Job Managing Director at U.S. Strategic Capital
Industry Banking
Experience
U.S. Strategic Capital 2013 - Present
Woodland Hills Operating Co 1998 - 2008
Fuqua Enterprises, Inc. (NYSE: FQE) 1989 - 1998
Calumet Financial 1982 - 1992
Bear Stearns 1977 - 1982
Robinson-Humphrey (now Suntrust Robinson Humphrey) 1968 - 1977
South Carolina National Bank 1966 - 1968
United States Marine Corps 1963 - 1966
Skills
Corporate Finance, Exit Strategies, Risk Management, Finance, Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Start-ups, Strategy, Investment Banking, Investments, Strategic Planning, Real Estate, Portfolio Management, Financial Services
Education
University of South Carolina-Columbia
Economics
The University of Tokyo
Economics & Business
U.S. Strategic Capital 2013 - Present
Woodland Hills Operating Co 1998 - 2008
Fuqua Enterprises, Inc. (NYSE: FQE) 1989 - 1998
Calumet Financial 1982 - 1992
Bear Stearns 1977 - 1982
Robinson-Humphrey (now Suntrust Robinson Humphrey) 1968 - 1977
South Carolina National Bank 1966 - 1968
United States Marine Corps 1963 - 1966
Skills
Corporate Finance, Exit Strategies, Risk Management, Finance, Strategic Financial..., Financial Analysis, Mergers & Acquisitions, Start-ups, Strategy, Investment Banking, Investments, Strategic Planning, Real Estate, Portfolio Management, Financial Services
Education
University of South Carolina-Columbia
Economics
The University of Tokyo
Economics & Business
Rob Madden Rob Madden's Bear Stearns Experience September 1997 - April 1998
Job Regional Vice President Advisor Consultant
Industry Financial Services
Experience
Hartford Funds November 2011 - Present
OppenheimerFunds, Inc June 2007 - July 2011
First Empire Securities November 2003 - June 2007
Associate August 2001 - January 2003
Barings LLC April 2000 - August 2001
Morgan Stanley Smith Barney April 1998 - April 2000
Bear Stearns September 1997 - April 1998
Skills
Fixed Income, Securities, Investments, Trading, Investment Management, Municipal Bonds, Mutual Funds, Portfolio Optimization, Asset Allocation, Alternative Investments, Investment Strategies, Equities, Portfolio Management, Fixed Income Portfolio..., Liquidity Management, High Yield, Series 7, Retirement Planning, Private Label, Leadership, Mortgage Securities
Education
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
United States Naval Academy 1993 — 1997
Bachelor, Science Curriculum; Political Science
United States Naval Academy 1993 — 1994
Political Science
Hartford Funds November 2011 - Present
OppenheimerFunds, Inc June 2007 - July 2011
First Empire Securities November 2003 - June 2007
Associate August 2001 - January 2003
Barings LLC April 2000 - August 2001
Morgan Stanley Smith Barney April 1998 - April 2000
Bear Stearns September 1997 - April 1998
Skills
Fixed Income, Securities, Investments, Trading, Investment Management, Municipal Bonds, Mutual Funds, Portfolio Optimization, Asset Allocation, Alternative Investments, Investment Strategies, Equities, Portfolio Management, Fixed Income Portfolio..., Liquidity Management, High Yield, Series 7, Retirement Planning, Private Label, Leadership, Mortgage Securities
Education
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
Long Island University at C.W. Post College 1994 — 1997
Bachelor of Science, Business Administration, Finance
United States Naval Academy 1993 — 1997
Bachelor, Science Curriculum; Political Science
United States Naval Academy 1993 — 1994
Political Science
Eric S. Hoffman, PhD Eric S. Hoffman, PhD's Bear Stearns Experience January 2001 - March 2004
Job Chief Business Officer at Genocea
Industry Biotechnology
Experience
Genocea Biosciences December 2014 - Present
Idenix Pharmaceuticals January 2012 - September 2014
Idenix Pharmaceuticals January 2011 - December 2011
Biogen Idec March 2010 - January 2011
Biogen Idec July 2006 - April 2010
JPMorgan May 2004 - July 2006
Schwab Soundview Capital Markets March 2004 - May 2004
Bear Stearns January 2001 - March 2004
King's College London January 1999 - December 2000
Skills
Biotechnology, Immunology, Business Development, Investor Relations, Clinical Development, Oncology, Biopharmaceuticals, Drug Development, Strategy, Strategic Planning, Financial Modeling, Due Diligence, Corporate Communications, Clinical Trials, Equity Research
Education
Yale University 1992 — 1998
Ph.D., Immunobiology
Trinity University 1988 — 1992
B.S., Biology
Carroll High School
Genocea Biosciences December 2014 - Present
Idenix Pharmaceuticals January 2012 - September 2014
Idenix Pharmaceuticals January 2011 - December 2011
Biogen Idec March 2010 - January 2011
Biogen Idec July 2006 - April 2010
JPMorgan May 2004 - July 2006
Schwab Soundview Capital Markets March 2004 - May 2004
Bear Stearns January 2001 - March 2004
King's College London January 1999 - December 2000
Skills
Biotechnology, Immunology, Business Development, Investor Relations, Clinical Development, Oncology, Biopharmaceuticals, Drug Development, Strategy, Strategic Planning, Financial Modeling, Due Diligence, Corporate Communications, Clinical Trials, Equity Research
Education
Yale University 1992 — 1998
Ph.D., Immunobiology
Trinity University 1988 — 1992
B.S., Biology
Carroll High School
Maryssa Menkin's Bear Stearns Experience December 2006 - January 2007
Job Staffing Coordinator at Gainor Staffing
Industry Staffing and Recruiting
Experience
Gainor Staffing July 2015 - Present
Gainor Staffing June 2014 - February 2015
Gainor Staffing June 2009 - February 2012
Gainor Staffing June 2009 - February 2012
RFR Holding LLC October 2011 - January 2012
Sumitomo Corporation of Americas July 2011 - October 2011
Saint Laurie Merchant Tailors April 2011 - June 2011
NYU Hospital for Joint Diseases June 2009 - October 2010
NYU. Hospital for Joint Diseases June 2009 - August 2010
Bear Stearns December 2006 - January 2007
Skills
Temporary Staffing, Temporary Placement, Staffing Services, Contract Recruitment, Sales, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Social Media, Online Research, WordPress, LinkedIn, Facebook, Twitter, Public Relations, Human Resources, Interviews, Customer Service, Administrative..., Marketing, Account Management, Recruiting, Employee Relations, Time Management, Social Networking, Event Planning
Education
Towson University 2005 — 2009
BS, Exercise Science
Towson University 2005 — 2009
Bachelor of Science, Exercise Science & Business studies including marketing & business writing, 3.2
Gainor Staffing July 2015 - Present
Gainor Staffing June 2014 - February 2015
Gainor Staffing June 2009 - February 2012
Gainor Staffing June 2009 - February 2012
RFR Holding LLC October 2011 - January 2012
Sumitomo Corporation of Americas July 2011 - October 2011
Saint Laurie Merchant Tailors April 2011 - June 2011
NYU Hospital for Joint Diseases June 2009 - October 2010
NYU. Hospital for Joint Diseases June 2009 - August 2010
Bear Stearns December 2006 - January 2007
Skills
Temporary Staffing, Temporary Placement, Staffing Services, Contract Recruitment, Sales, Microsoft Excel, PowerPoint, Outlook, Microsoft Word, Social Media, Online Research, WordPress, LinkedIn, Facebook, Twitter, Public Relations, Human Resources, Interviews, Customer Service, Administrative..., Marketing, Account Management, Recruiting, Employee Relations, Time Management, Social Networking, Event Planning
Education
Towson University 2005 — 2009
BS, Exercise Science
Towson University 2005 — 2009
Bachelor of Science, Exercise Science & Business studies including marketing & business writing, 3.2
Alana McNulty's Bear Stearns Experience 1986 - 1988
Job Chief Financial Officer at eFFECTOR Therapeutics
Industry Biotechnology
Experience
eFFECTOR Therapeutics, Inc. June 2012 - Present
Lumena Pharmaceuticals, Inc. (now Shire) March 2012 - August 2014
Excaliard Pharmaceuticals, Inc. (now owned by Pfizer) September 2011 - March 2012
AM Consulting 2011 - September 2011
BrainCells, Inc. 2004 - March 2011
AM Consulting 2003 - 2004
Elitra Pharmaceuticals 1998 - 2003
Advanced Tissue Sciences 1991 - 1998
Bear Stearns 1986 - 1988
Skills
Biotechnology, Pharmaceuticals, Diagnostics, Public and Private..., Mergers & Acquisitions, Business Development, Debt Financing, Strategic Planning, Operations, General Management, Financial Modeling, Financial Planning, Market Analysis, Project Management, Investor and Public...
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance & Marketing
University of California, Santa Barbara 1981 — 1986
Bachelors, Biology and Genetics
eFFECTOR Therapeutics, Inc. June 2012 - Present
Lumena Pharmaceuticals, Inc. (now Shire) March 2012 - August 2014
Excaliard Pharmaceuticals, Inc. (now owned by Pfizer) September 2011 - March 2012
AM Consulting 2011 - September 2011
BrainCells, Inc. 2004 - March 2011
AM Consulting 2003 - 2004
Elitra Pharmaceuticals 1998 - 2003
Advanced Tissue Sciences 1991 - 1998
Bear Stearns 1986 - 1988
Skills
Biotechnology, Pharmaceuticals, Diagnostics, Public and Private..., Mergers & Acquisitions, Business Development, Debt Financing, Strategic Planning, Operations, General Management, Financial Modeling, Financial Planning, Market Analysis, Project Management, Investor and Public...
Education
UCLA Anderson School of Management 1989 — 1991
MBA, Finance & Marketing
University of California, Santa Barbara 1981 — 1986
Bachelors, Biology and Genetics
Stephanie Fast Stephanie Fast's Bear Stearns Experience 1995 - 1998
Job Chief Financial Officer at A Glimmer of Hope Foundation
Industry Nonprofit Organization Management
Experience
A Glimmer of Hope Foundation June 2011 - Present
A Glimmer of Hope February 2009 - July 2011
Affiniscape August 2006 - December 2008
Bear Stearns 1995 - 1998
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1991
Bachelor of Science (BS), Accounting and Finance
A Glimmer of Hope Foundation June 2011 - Present
A Glimmer of Hope February 2009 - July 2011
Affiniscape August 2006 - December 2008
Bear Stearns 1995 - 1998
Education
The University of Texas at Austin - The Red McCombs School of Business 1988 — 1991
Bachelor of Science (BS), Accounting and Finance
Robert Wilkins PMP Robert Wilkins PMP's Bear Stearns Experience September 1988 - December 1990
Job Vice President at GlobalFive Management Consulting Inc
Industry Information Technology and Services
Experience
GlobalFive Management Consulting LLC June 2002 - Present
National University September 2005 - May 2009
PwC Consulting October 1999 - December 2001
The Walt Disney Company May 1997 - October 1999
Charles A. Bell Securities Corp. January 1991 - February 1996
Bear Stearns September 1988 - December 1990
Skills
Program Management, Management Consulting, PMP, Project Management, Risk Management, ERP, Agile Methodologies, Strategic Planning, Finance, Information Technology, Banking, Investments, Thought Leadership, IT Strategy, Business Process..., PMO, Cloud Computing, Enterprise Architecture, Strategy, Vendor Management, Integration, Project Portfolio..., Process Improvement, Strategic Partnerships
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Management Information Systems and Finance
University of California, Los Angeles
BA, Economics
University of Southern California 2005 — 2006
Specialization in SAP
United States Air Force Academy
Engineering
Bassett H.S.
GlobalFive Management Consulting LLC June 2002 - Present
National University September 2005 - May 2009
PwC Consulting October 1999 - December 2001
The Walt Disney Company May 1997 - October 1999
Charles A. Bell Securities Corp. January 1991 - February 1996
Bear Stearns September 1988 - December 1990
Skills
Program Management, Management Consulting, PMP, Project Management, Risk Management, ERP, Agile Methodologies, Strategic Planning, Finance, Information Technology, Banking, Investments, Thought Leadership, IT Strategy, Business Process..., PMO, Cloud Computing, Enterprise Architecture, Strategy, Vendor Management, Integration, Project Portfolio..., Process Improvement, Strategic Partnerships
Education
University of California, Los Angeles - The Anderson School of Management
MBA, Management Information Systems and Finance
University of California, Los Angeles
BA, Economics
University of Southern California 2005 — 2006
Specialization in SAP
United States Air Force Academy
Engineering
Bassett H.S.
Sophie Kopansky Sophie Kopansky's Bear Stearns Experience June 2006 - August 2006
Job Marketing Program Analyst at MXM (Meredith Xcelerated Marketing)
Industry Marketing and Advertising
Experience
Javelin Marketing Group September 2015 - Present
MXM (Meredith Xcelerated Marketing) May 2014 - June 2015
RAPP June 2013 - May 2014
Guess? October 2011 - May 2013
7 For All Mankind June 2011 - October 2011
Live Nation March 2011 - May 2011
Neiman Marcus May 2008 - March 2011
Nexplore Corporation March 2007 - May 2008
Capital Advisory Group August 2006 - March 2007
Bear Stearns June 2006 - August 2006
Skills
CRM, Finance, Forecasting, Financial Analysis, Analytics, Data Analysis, Financial Reporting, Microsoft Excel, Trend Analysis, Marketing Strategy, Email Marketing, Microsoft Office, Accounting, Budgets, Financial Accounting, Access, Retail, XBR, Microstrategy, Oracle Applications, Loyalty Analytics, Campaign Tracking, Direct Mail Campaigns, ExactTarget, Tableau, Email Marketing Software, Social Media Marketing, KPI Dashboards, Income Statement, Business Analysis, Marketing, Sales, Social Media, Analysis, Competitive Analysis, Market Analysis, P&L, Relate, Business Objects, Litmus, Campaign Management, Campaign Development, Campaign Strategies, Digital Marketing
Education
University of Texas at Dallas 2003 — 2007
Bachelors of Science, Finance
Plano Senior High School
Javelin Marketing Group September 2015 - Present
MXM (Meredith Xcelerated Marketing) May 2014 - June 2015
RAPP June 2013 - May 2014
Guess? October 2011 - May 2013
7 For All Mankind June 2011 - October 2011
Live Nation March 2011 - May 2011
Neiman Marcus May 2008 - March 2011
Nexplore Corporation March 2007 - May 2008
Capital Advisory Group August 2006 - March 2007
Bear Stearns June 2006 - August 2006
Skills
CRM, Finance, Forecasting, Financial Analysis, Analytics, Data Analysis, Financial Reporting, Microsoft Excel, Trend Analysis, Marketing Strategy, Email Marketing, Microsoft Office, Accounting, Budgets, Financial Accounting, Access, Retail, XBR, Microstrategy, Oracle Applications, Loyalty Analytics, Campaign Tracking, Direct Mail Campaigns, ExactTarget, Tableau, Email Marketing Software, Social Media Marketing, KPI Dashboards, Income Statement, Business Analysis, Marketing, Sales, Social Media, Analysis, Competitive Analysis, Market Analysis, P&L, Relate, Business Objects, Litmus, Campaign Management, Campaign Development, Campaign Strategies, Digital Marketing
Education
University of Texas at Dallas 2003 — 2007
Bachelors of Science, Finance
Plano Senior High School
Matt Frankel Matt Frankel's Bear Stearns Experience June 2006 - August 2006
Job Former Chief Investment Officer, Private Equity, at Nima Capital, LLC
Industry Venture Capital & Private Equity
Experience
Nima Capital, LLC February 2014 - July 2015
MacAndrews & Forbes September 2010 - November 2013
Lazard July 2008 - September 2010
Lazard June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.S. in Economics, Concentrations in Finance & Management, Minor in Biological Basis of Behavior
University College London, U. of London
Fall 2006 Study Abroad
Horace Mann High School 1997 — 2004
Bronx, NY
Nima Capital, LLC February 2014 - July 2015
MacAndrews & Forbes September 2010 - November 2013
Lazard July 2008 - September 2010
Lazard June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Education
University of Pennsylvania - The Wharton School 2004 — 2008
B.S. in Economics, Concentrations in Finance & Management, Minor in Biological Basis of Behavior
University College London, U. of London
Fall 2006 Study Abroad
Horace Mann High School 1997 — 2004
Bronx, NY
Heath Wruble Heath Wruble's Bear Stearns Experience September 2005 - August 2008
Job President at Wruble Holding Co.
Industry Investment Management
Experience
Wruble Partners, LLC May 2011 - Present
Wruble Holdings Inc. 2013 - 2015
State of Florida - Office of Financial Regulation June 2009 - June 2010
Bear Stearns September 2005 - August 2008
Smith Barney/ Citigroup Inc. December 2004 - September 2005
Quick & Reilly, Inc. / Bank of America Investment Services June 2001 - December 2004
Quick & Reilly, Inc. July 1999 - June 2001
Skills
Regulatory Affairs, Securities Regulation, Compliance Management, Compliance Audits, Internal Audit, Hedge Funds, Mutual Funds, Securities, Quality Auditing, Investments, AML, Auditing, Asset Managment, Financial Risk, Trading, Compliance, Analysis, Investment Banking, Alternative Investments, Internal Controls, Financial Services, Risk Management, Due Diligence, Asset Management, Finance, Derivatives, FINRA, Investment Advisory, Fixed Income, Equities, Series 63, Options, Series 7, Capital Markets, Bloomberg, Financial Markets, Valuation, Cigars, Wealth Management, Banking, Operational Risk, Trading Systems, Private Equity, Investment Management, Series 24, Portfolio Management, Anti Money Laundering
Education
Touro College Graduate School of Business, New York, NY 1999 — 2000
Master of Science in International Finance and Business, Finance, International Business, Economics
Touro College 1995 — 1998
BS, Finance
Wruble Partners, LLC May 2011 - Present
Wruble Holdings Inc. 2013 - 2015
State of Florida - Office of Financial Regulation June 2009 - June 2010
Bear Stearns September 2005 - August 2008
Smith Barney/ Citigroup Inc. December 2004 - September 2005
Quick & Reilly, Inc. / Bank of America Investment Services June 2001 - December 2004
Quick & Reilly, Inc. July 1999 - June 2001
Skills
Regulatory Affairs, Securities Regulation, Compliance Management, Compliance Audits, Internal Audit, Hedge Funds, Mutual Funds, Securities, Quality Auditing, Investments, AML, Auditing, Asset Managment, Financial Risk, Trading, Compliance, Analysis, Investment Banking, Alternative Investments, Internal Controls, Financial Services, Risk Management, Due Diligence, Asset Management, Finance, Derivatives, FINRA, Investment Advisory, Fixed Income, Equities, Series 63, Options, Series 7, Capital Markets, Bloomberg, Financial Markets, Valuation, Cigars, Wealth Management, Banking, Operational Risk, Trading Systems, Private Equity, Investment Management, Series 24, Portfolio Management, Anti Money Laundering
Education
Touro College Graduate School of Business, New York, NY 1999 — 2000
Master of Science in International Finance and Business, Finance, International Business, Economics
Touro College 1995 — 1998
BS, Finance
Lana Niedzwiecki, FPC's Bear Stearns Experience June 2004 - September 2005
Job ADP Service Center Team Leader
Industry Accounting
Experience
ADP, LLC January 2014 - Present
ADP, LLC July 2006 - January 2014
Bear Stearns June 2004 - September 2005
St. Vincents Midtown Hospital April 2002 - May 2004
Prudential Securities June 2000 - July 2001
Skills
Payroll, Employee Benefits, ADP Payroll, Human Resources, Customer Service, Software Documentation, HRIS, Data Entry, Benefits Administration, Tax, Accounting, Accounts Payable, Leadership, PeopleSoft, Team Leadership, Management, Employee Relations, Recruiting, Performance Management
Education
Union County College 1999 — 2001
General Business
ADP, LLC January 2014 - Present
ADP, LLC July 2006 - January 2014
Bear Stearns June 2004 - September 2005
St. Vincents Midtown Hospital April 2002 - May 2004
Prudential Securities June 2000 - July 2001
Skills
Payroll, Employee Benefits, ADP Payroll, Human Resources, Customer Service, Software Documentation, HRIS, Data Entry, Benefits Administration, Tax, Accounting, Accounts Payable, Leadership, PeopleSoft, Team Leadership, Management, Employee Relations, Recruiting, Performance Management
Education
Union County College 1999 — 2001
General Business
Lauren Esrock's Bear Stearns Experience June 2007 - June 2008
Job Director, St. Regis Global Brand Management at Starwood Hotels & Resorts Worldwide, Inc.
Industry Leisure, Travel & Tourism
Experience
Starwood Hotels & Resorts Worldwide, Inc. July 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - July 2015
The Boston Consulting Group August 2012 - March 2014
Jefferies & Company June 2008 - July 2010
Bear Stearns June 2007 - June 2008
Education
UCLA Anderson School of Management 2010 — 2012
MBA
University of Pennsylvania - The Wharton School 2003 — 2007
Starwood Hotels & Resorts Worldwide, Inc. July 2015 - Present
Starwood Hotels & Resorts Worldwide, Inc. March 2014 - July 2015
The Boston Consulting Group August 2012 - March 2014
Jefferies & Company June 2008 - July 2010
Bear Stearns June 2007 - June 2008
Education
UCLA Anderson School of Management 2010 — 2012
MBA
University of Pennsylvania - The Wharton School 2003 — 2007
Robin Ardeshir's Bear Stearns Experience July 2005 - September 2005
Job Head of Plug and Play Media & Mobile
Industry Venture Capital & Private Equity
Experience
Plug and Play Ventures October 2013 - Present
Axel Springer Plug and Play Accelerator May 2013 - Present
Plug and Play Tech Center January 2012 - Present
Hilkoo July 2009 - September 2010
JP Morgan July 2006 - September 2006
Bear Stearns July 2005 - September 2005
Skills
Venture Capital, Entrepreneurship, Strategic Partnerships, Start-ups, Business Development, Marketing Strategy, Business Strategy, Strategy, Social Media Marketing, Corporate Development, Mobile Devices, Product Management, Go-to-market Strategy, Management, Mergers & Acquisitions
Education
University College London, U. of London 2006 — 2009
Bachelor of Science (B.Sc.), BSc (Hons) Economics
Plug and Play Ventures October 2013 - Present
Axel Springer Plug and Play Accelerator May 2013 - Present
Plug and Play Tech Center January 2012 - Present
Hilkoo July 2009 - September 2010
JP Morgan July 2006 - September 2006
Bear Stearns July 2005 - September 2005
Skills
Venture Capital, Entrepreneurship, Strategic Partnerships, Start-ups, Business Development, Marketing Strategy, Business Strategy, Strategy, Social Media Marketing, Corporate Development, Mobile Devices, Product Management, Go-to-market Strategy, Management, Mergers & Acquisitions
Education
University College London, U. of London 2006 — 2009
Bachelor of Science (B.Sc.), BSc (Hons) Economics
Jonathan D. Bloom Jonathan D. Bloom's Bear Stearns Experience May 2005 - August 2008
Job Executive Director Sales Trading at MKM Partners
Industry Capital Markets
Experience
MKM Partners September 2015 - Present
TJM Investments LLC September 2008 - September 2015
Bear Stearns May 2005 - August 2008
Deutsche Bank 2003 - 2005
Skills
Trading, Equities, ETFs, Electronic Trading, Equity Trading, Series 7, Portfolio Management, Commodity, Trading Systems, Fixed Income, Emerging Markets, Hedge Funds, Delta One, Capital Markets, Options, Bloomberg, Trade Ideas, Program Trading, Proprietary Trading, Hedging, Trading Strategies, Series 63, Market Making, Financial Markets, Swaps, Equity Derivatives, Middle Office, Derivatives, Series 24
Education
University at Albany, SUNY 1992 — 1995
B.A., Economics
Cresskill High School 1988 — 1991
MKM Partners September 2015 - Present
TJM Investments LLC September 2008 - September 2015
Bear Stearns May 2005 - August 2008
Deutsche Bank 2003 - 2005
Skills
Trading, Equities, ETFs, Electronic Trading, Equity Trading, Series 7, Portfolio Management, Commodity, Trading Systems, Fixed Income, Emerging Markets, Hedge Funds, Delta One, Capital Markets, Options, Bloomberg, Trade Ideas, Program Trading, Proprietary Trading, Hedging, Trading Strategies, Series 63, Market Making, Financial Markets, Swaps, Equity Derivatives, Middle Office, Derivatives, Series 24
Education
University at Albany, SUNY 1992 — 1995
B.A., Economics
Cresskill High School 1988 — 1991
Jeffrey Tuck Jeffrey Tuck's Bear Stearns Experience May 2005 - December 2008
Job Chief Operating Officer at BoxSmart LLC
Industry Capital Markets
Experience
BoxSmart LLC January 2015 - Present
Pointer Investments April 2013 - Present
Convoys Solutions 2011 - May 2014
Pointer Farm, LLC November 2005 - January 2012
Aladdin Capital Management October 2009 - June 2010
Aladdin Capital LLC October 2009 - June 2010
Bear Stearns May 2005 - December 2008
Bear, Stearns & Co., Inc May 2005 - December 2008
Credit Suisse March 2002 - March 2005
Credit Suisse March 2002 - March 2005
Skills
Financial Analysis, Portfolio Management, Fixed Income Trading, Fixed Income, Derivatives, Capital Markets, High Yield, Trading, Special Situations, Leveraged Finance, Loans, CDS, Structured Products, Alternative Investments, Bonds, Equities, Series 7, Valuation, Asset Management, Credit Analysis, Investment Strategies, Credit, CDO, Private Equity, Relative Value, Financial Modeling, Credit Trading, Risk Management, Emerging Markets, Financial Markets, Industry Analysis, Commodities
Education
Trinity College 1988 — 1992
Bachelor of Arts, Comparative Politics
Trinity College-Hartford 1988 — 1992
Bachelor of Arts, Comparative Politics
Washington State University
BoxSmart LLC January 2015 - Present
Pointer Investments April 2013 - Present
Convoys Solutions 2011 - May 2014
Pointer Farm, LLC November 2005 - January 2012
Aladdin Capital Management October 2009 - June 2010
Aladdin Capital LLC October 2009 - June 2010
Bear Stearns May 2005 - December 2008
Bear, Stearns & Co., Inc May 2005 - December 2008
Credit Suisse March 2002 - March 2005
Credit Suisse March 2002 - March 2005
Skills
Financial Analysis, Portfolio Management, Fixed Income Trading, Fixed Income, Derivatives, Capital Markets, High Yield, Trading, Special Situations, Leveraged Finance, Loans, CDS, Structured Products, Alternative Investments, Bonds, Equities, Series 7, Valuation, Asset Management, Credit Analysis, Investment Strategies, Credit, CDO, Private Equity, Relative Value, Financial Modeling, Credit Trading, Risk Management, Emerging Markets, Financial Markets, Industry Analysis, Commodities
Education
Trinity College 1988 — 1992
Bachelor of Arts, Comparative Politics
Trinity College-Hartford 1988 — 1992
Bachelor of Arts, Comparative Politics
Washington State University
Clifford Gerber's Bear Stearns Experience May 2006 - August 2006
Job Manager at Ernst & Young
Industry Information Technology and Services
Experience
Ernst & Young February 2012 - Present
Accenture April 2010 - March 2012
Infosys Technologies Ltd August 2008 - April 2010
Infosys Technologies Ltd July 2007 - January 2008
UBS September 2006 - April 2007
Bear Stearns May 2006 - August 2006
Skills
SDLC, Project Management, Business Process, Analysis, Consulting, Financial Services, Testing, Data Analysis, Banking, Training, Derivatives, Project Planning, Strategy
Education
Tulane University 2003 — 2007
BSM, Marketing & History
Ernst & Young February 2012 - Present
Accenture April 2010 - March 2012
Infosys Technologies Ltd August 2008 - April 2010
Infosys Technologies Ltd July 2007 - January 2008
UBS September 2006 - April 2007
Bear Stearns May 2006 - August 2006
Skills
SDLC, Project Management, Business Process, Analysis, Consulting, Financial Services, Testing, Data Analysis, Banking, Training, Derivatives, Project Planning, Strategy
Education
Tulane University 2003 — 2007
BSM, Marketing & History
Sarah Petner's Bear Stearns Experience June 2006 - August 2006
Job Analyst/Investor Relations at Talson Partners L.P.
Industry Investment Management
Experience
Talson Partners L.P. February 2015 - Present
Twin Capital Management LLC June 2013 - August 2014
Jefferies & Company December 2010 - June 2013
FactSet Research Systems September 2008 - December 2010
UBS Financial Services June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Post 53 September 2000 - June 2004
Skills
Equities, Capital Markets, Portfolio Management, Investments, Fixed Income, Mutual Funds, Hedge Funds, Valuation, Business Development, Securities, Analysis, Private Equity, Asset Management, Bloomberg, Equity Research, Investor Relations
Education
Tulane University 2004 — 2008
Bachelor of Arts (BA), Political Science and Economics
Tulane University
Bachelor of Arts, Double; Political Science and Economics
Columbia University
Darien High School
Talson Partners L.P. February 2015 - Present
Twin Capital Management LLC June 2013 - August 2014
Jefferies & Company December 2010 - June 2013
FactSet Research Systems September 2008 - December 2010
UBS Financial Services June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Post 53 September 2000 - June 2004
Skills
Equities, Capital Markets, Portfolio Management, Investments, Fixed Income, Mutual Funds, Hedge Funds, Valuation, Business Development, Securities, Analysis, Private Equity, Asset Management, Bloomberg, Equity Research, Investor Relations
Education
Tulane University 2004 — 2008
Bachelor of Arts (BA), Political Science and Economics
Tulane University
Bachelor of Arts, Double; Political Science and Economics
Columbia University
Darien High School
Jerome Kapelus's Bear Stearns Experience April 2000 - December 2005
Job Chief Operating / Financial Officer at BookedOut
Industry Internet
Experience
BookedOut™ May 2015 - Present
Gigunda Group, Inc. October 2012 - May 2015
Usablenet, Inc. March 2011 - October 2012
Comtech Telecommunications Corp February 2006 - March 2011
Bear Stearns April 2000 - December 2005
Skills
Venture Capital, Strategic Partnerships, Private Equity, Equities, Financial Modeling, Investor Relations, New Business Development, Financial Analysis, Management, Business Development, Auditing, Telecommunications, Strategy, Financial Reporting, Competitive Analysis, Acquisitions, Sales, Finance, Investments, Divestitures, Mobile Technology, Executive Management, CRM, Entrepreneurship, Business Planning, Leadership
Education
Trinity College-Hartford 1982 — 1986
B.A. Economics, Economics
Mamaroneck High 1979 — 1982
Sea Point Boys High School, Cape Town, South Africa 1978 — 1979
BookedOut™ May 2015 - Present
Gigunda Group, Inc. October 2012 - May 2015
Usablenet, Inc. March 2011 - October 2012
Comtech Telecommunications Corp February 2006 - March 2011
Bear Stearns April 2000 - December 2005
Skills
Venture Capital, Strategic Partnerships, Private Equity, Equities, Financial Modeling, Investor Relations, New Business Development, Financial Analysis, Management, Business Development, Auditing, Telecommunications, Strategy, Financial Reporting, Competitive Analysis, Acquisitions, Sales, Finance, Investments, Divestitures, Mobile Technology, Executive Management, CRM, Entrepreneurship, Business Planning, Leadership
Education
Trinity College-Hartford 1982 — 1986
B.A. Economics, Economics
Mamaroneck High 1979 — 1982
Sea Point Boys High School, Cape Town, South Africa 1978 — 1979
Craig Dismuke's Bear Stearns Experience January 2006 - August 2007
Job Chief Economist at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG March 2014 - Present
Vining Sparks, IBG August 2007 - March 2014
Bear Stearns January 2006 - August 2007
Skills
Investments, Fixed Income, Financial Modeling, Portfolio Management, Series 7, Securities, Strategic Planning, Financial Analysis, Banking, Asset Management, Leadership, Financial Planning
Education
Union University
Vining Sparks, IBG March 2014 - Present
Vining Sparks, IBG August 2007 - March 2014
Bear Stearns January 2006 - August 2007
Skills
Investments, Fixed Income, Financial Modeling, Portfolio Management, Series 7, Securities, Strategic Planning, Financial Analysis, Banking, Asset Management, Leadership, Financial Planning
Education
Union University
Steve Spaulding's Bear Stearns Experience 1995 - 2002
Job Operations Manager, Global Meetings
Industry Events Services
Experience
BCD Meetings & Events October 2009 - Present
Deloitte 2003 - 2009
Hilton Worldwide 2002 - 2003
Bear Stearns 1995 - 2002
Skills
Cvent, PowerPoint, Microsoft Excel, Operating Budgets, Budget Reconciliation, Writing, Business Process..., Process Management, Compliance, StarCite, Meeting Planning, Strategic Sourcing, Change Management, Corporate Events, Personnel Management, Team Leadership, Metrics Reporting, Performance Metrics, Six Sigma, Corporate Social..., Social Media, Sales Presentations, Account Management, Contract Negotiation, Hospitality Management, Conference Services, Conference Registration, International..., Microsoft Office, Food & Beverage, Helping Clients Succeed, Customer Engagement, Procurement, Corporate Branding, Financial Services, Pharmaceutical Industry, High Tech, Professional Services, Project Management, Negotiation, Incentives, Hotels, Sourcing, Location Intelligence
Education
Trinity College-Hartford
BA, Political Science
Cate School
Brentwood School
BCD Meetings & Events October 2009 - Present
Deloitte 2003 - 2009
Hilton Worldwide 2002 - 2003
Bear Stearns 1995 - 2002
Skills
Cvent, PowerPoint, Microsoft Excel, Operating Budgets, Budget Reconciliation, Writing, Business Process..., Process Management, Compliance, StarCite, Meeting Planning, Strategic Sourcing, Change Management, Corporate Events, Personnel Management, Team Leadership, Metrics Reporting, Performance Metrics, Six Sigma, Corporate Social..., Social Media, Sales Presentations, Account Management, Contract Negotiation, Hospitality Management, Conference Services, Conference Registration, International..., Microsoft Office, Food & Beverage, Helping Clients Succeed, Customer Engagement, Procurement, Corporate Branding, Financial Services, Pharmaceutical Industry, High Tech, Professional Services, Project Management, Negotiation, Incentives, Hotels, Sourcing, Location Intelligence
Education
Trinity College-Hartford
BA, Political Science
Cate School
Brentwood School
Chad V. Perbeck's Bear Stearns Experience July 2002 - February 2008
Job Senior Research Consultant at Litman Gregory
Industry Investment Management
Experience
Litman Gregory January 2015 - Present
Litman Gregory Asset Management April 2013 - January 2015
Litman Gregory Asset Management January 2012 - March 2013
HPS Capital Advisors, Inc. August 2008 - September 2011
ByAllAccounts June 2010 - September 2010
Dutchess Capital Management December 2008 - October 2009
Adviser Investments July 2008 - November 2008
Bear Stearns July 2002 - February 2008
Skills
Alternative Investments, Investments, Asset Allocation, Wealth Management, Portfolio Management, Hedge Funds, Investment Advisory, Negotiation, Corporate Finance, Phone Skills
Education
Tufts University 1995 — 1999
BA, Psychology, Classics
Torrington High School 1991 — 1995
Litman Gregory January 2015 - Present
Litman Gregory Asset Management April 2013 - January 2015
Litman Gregory Asset Management January 2012 - March 2013
HPS Capital Advisors, Inc. August 2008 - September 2011
ByAllAccounts June 2010 - September 2010
Dutchess Capital Management December 2008 - October 2009
Adviser Investments July 2008 - November 2008
Bear Stearns July 2002 - February 2008
Skills
Alternative Investments, Investments, Asset Allocation, Wealth Management, Portfolio Management, Hedge Funds, Investment Advisory, Negotiation, Corporate Finance, Phone Skills
Education
Tufts University 1995 — 1999
BA, Psychology, Classics
Torrington High School 1991 — 1995
Rich Petrone's Bear Stearns Experience 1996 - 2005
Job Sr Sales Trader at LXM Group
Industry Investment Management
Experience
LXM Group September 2015 - Present
Dealflow.com November 2014 - August 2015
Brean Murray, Carret & Co. August 2010 - January 2013
US CONGRESSIONAL PRIMARY CANDIDATE January 2009 - October 2010
Natixis Bleichroeder May 2005 - February 2008
Bear Stearns 1996 - 2005
Skills
Equities, Trading, Series 7, Securities, Equity Trading, Series 63, Alternative Investments, Sales, Investments, Investment Banking, Bloomberg, FINRA, Hedge Funds, Series 24, Electronic Trading, Fixed Income, Options, ETFs, Capital Markets, Financial Markets, Geopolitics, Bonds, Trading Systems, Coaching, Equity Research, Residential Mortgage..., Contract Negotiation, Business Efficiency, Strategic Planning, Relationship Management, Employee Relations, Sales Management, Divorce mediation, Entrepreneurship, Mortgage Reductions, Management Consulting, Finance
Education
State University of New York at Albany 1987 — 1991
B.A., political science
South Side High School 1983 — 1987
regents, Political Science and Government
LXM Group September 2015 - Present
Dealflow.com November 2014 - August 2015
Brean Murray, Carret & Co. August 2010 - January 2013
US CONGRESSIONAL PRIMARY CANDIDATE January 2009 - October 2010
Natixis Bleichroeder May 2005 - February 2008
Bear Stearns 1996 - 2005
Skills
Equities, Trading, Series 7, Securities, Equity Trading, Series 63, Alternative Investments, Sales, Investments, Investment Banking, Bloomberg, FINRA, Hedge Funds, Series 24, Electronic Trading, Fixed Income, Options, ETFs, Capital Markets, Financial Markets, Geopolitics, Bonds, Trading Systems, Coaching, Equity Research, Residential Mortgage..., Contract Negotiation, Business Efficiency, Strategic Planning, Relationship Management, Employee Relations, Sales Management, Divorce mediation, Entrepreneurship, Mortgage Reductions, Management Consulting, Finance
Education
State University of New York at Albany 1987 — 1991
B.A., political science
South Side High School 1983 — 1987
regents, Political Science and Government
Victor Consoli Victor Consoli's Bear Stearns Experience 2000 - 2008
Job Partner at Perella Weinberg Partners
Industry Financial Services
Experience
Perella Weinberg Partners July 2008 - Present
Bear Stearns 2000 - 2008
Intrepid Management Company 1998 - 2000
UBS Securities LLC 1996 - 1998
Odyssey Partners LP 1993 - 1996
Salomon Brothers Inc 1987 - 1989
Skills
Hedge Funds, Investments, Board of Directors, Capital Markets, Private Equity, Fixed Income, Equities, Valuation, Investment Banking, Financial Modeling, Due Diligence
Education
Trinity College-Hartford 1983 — 1987
Bachelor's Degree
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Phillips Academy Andover
Perella Weinberg Partners July 2008 - Present
Bear Stearns 2000 - 2008
Intrepid Management Company 1998 - 2000
UBS Securities LLC 1996 - 1998
Odyssey Partners LP 1993 - 1996
Salomon Brothers Inc 1987 - 1989
Skills
Hedge Funds, Investments, Board of Directors, Capital Markets, Private Equity, Fixed Income, Equities, Valuation, Investment Banking, Financial Modeling, Due Diligence
Education
Trinity College-Hartford 1983 — 1987
Bachelor's Degree
New York University - Leonard N. Stern School of Business
Master of Business Administration (M.B.A.)
Phillips Academy Andover
Adam Scharfman Adam Scharfman's Bear Stearns Experience June 2007 - August 2007
Job BNP Paribas IB APAC
Industry Banking
Experience
BNP Paribas July 2014 - Present
Standard Chartered Bank May 2011 - June 2014
Fosun Group January 2010 - April 2010
Yale University September 2008 - June 2009
Bear Stearns June 2007 - August 2007
Education
University of Oxford 2009 — 2010
MSc, Chinese Economy
Yale University 2003 — 2008
BA, Chinese Literature
Tsinghua University 2006 — 2007
Study Abroad, Chinese Language and Literature
Princeton in Beijing
Study Abroad, Chinese Language
BNP Paribas July 2014 - Present
Standard Chartered Bank May 2011 - June 2014
Fosun Group January 2010 - April 2010
Yale University September 2008 - June 2009
Bear Stearns June 2007 - August 2007
Education
University of Oxford 2009 — 2010
MSc, Chinese Economy
Yale University 2003 — 2008
BA, Chinese Literature
Tsinghua University 2006 — 2007
Study Abroad, Chinese Language and Literature
Princeton in Beijing
Study Abroad, Chinese Language
Ford LaMarqua Ford LaMarqua's Bear Stearns Experience March 2006 - April 2007
Job Loan Modification Account Manager at Capital One
Industry Financial Services
Experience
Capital One October 2010 - Present
JPMorgan Chase May 2008 - October 2010
bear stearns March 2006 - April 2007
Skills
Credit, Banking, Financial Services, Insurance, Loan Modifications, Loans, Mortgage Lending, Underwriting, Loss Mitigation, Credit Analysis, Loan Origination, Mortgage Banking
Education
Tyler Junior College 1992 — 1995
Associate's degree, Sociology
Gladewater High School 1988 — 1992
Capital One October 2010 - Present
JPMorgan Chase May 2008 - October 2010
bear stearns March 2006 - April 2007
Skills
Credit, Banking, Financial Services, Insurance, Loan Modifications, Loans, Mortgage Lending, Underwriting, Loss Mitigation, Credit Analysis, Loan Origination, Mortgage Banking
Education
Tyler Junior College 1992 — 1995
Associate's degree, Sociology
Gladewater High School 1988 — 1992
Danielle Ferguson Danielle Ferguson's Bear Stearns Experience May 2007 - August 2007
Job
Industry Financial Services
Experience
Wells Fargo Securities June 2008 - June 2013
Bear Stearns May 2007 - August 2007
UBS Global Asset Management December 2006 - January 2007
Education
Tufts University 2004 — 2008
BA
Wells Fargo Securities June 2008 - June 2013
Bear Stearns May 2007 - August 2007
UBS Global Asset Management December 2006 - January 2007
Education
Tufts University 2004 — 2008
BA
Dave Hatcher's Bear Stearns Experience 2003 - 2005
Job Revenuedriven International Business Matchmaker & Troubleshooter
Industry International Trade and Development
Experience
Pacrim Associates March 2001 - Present
McLean Bible Church 2010 - Present
THE SPECTRUM GROUP 2014 - Present
RONCO Consulting Corporation 2009 - 2010
Hillsdale College 2004 - 2008
Bear Stearns 2003 - 2005
US Department of State, other USG July 2001 - July 2004
Asia Development Partners August 1999 - August 2001
Skills
Strategy, International Relations, International..., Politics, Government, Foreign Policy, Crisis Management, Strategic Planning, Political Science, International Business, Start-ups, Analysis, Leadership, Diplomacy, Policy Analysis, Fundraising, Research, Public Policy, Social Media, Proposal Writing, Market Entry, Profit, Strategic Communications, Public Relations, Public Speaking, Policy, Economic Development, National Security, Community Development, Marketing, Program Management, Community Outreach, Lobbying, Media Relations, Volunteer Management, Government Relations, Leadership Development, Program Development, Foreign Affairs, Capacity Building, Speech Writing, Profitability, New Business Development, Business Development, Text Editing, Copy Editing, NGOs
Education
United States Military Academy at West Point 1900 — 1902
B.S., International Relations
University of Wisconsin-Madison 1901 — 1901
M.A., Communication Arts
Pacrim Associates March 2001 - Present
McLean Bible Church 2010 - Present
THE SPECTRUM GROUP 2014 - Present
RONCO Consulting Corporation 2009 - 2010
Hillsdale College 2004 - 2008
Bear Stearns 2003 - 2005
US Department of State, other USG July 2001 - July 2004
Asia Development Partners August 1999 - August 2001
Skills
Strategy, International Relations, International..., Politics, Government, Foreign Policy, Crisis Management, Strategic Planning, Political Science, International Business, Start-ups, Analysis, Leadership, Diplomacy, Policy Analysis, Fundraising, Research, Public Policy, Social Media, Proposal Writing, Market Entry, Profit, Strategic Communications, Public Relations, Public Speaking, Policy, Economic Development, National Security, Community Development, Marketing, Program Management, Community Outreach, Lobbying, Media Relations, Volunteer Management, Government Relations, Leadership Development, Program Development, Foreign Affairs, Capacity Building, Speech Writing, Profitability, New Business Development, Business Development, Text Editing, Copy Editing, NGOs
Education
United States Military Academy at West Point 1900 — 1902
B.S., International Relations
University of Wisconsin-Madison 1901 — 1901
M.A., Communication Arts
Edward Yale Edward Yale's Bear Stearns Experience 1993 - 1998
Job Director, Mortgage Credit Analytics at Equifax
Industry Financial Services
Experience
Equifax June 2009 - Present
The Seaport Group October 2008 - July 2009
Amherst Securities Group June 2004 - October 2008
Blaylock & Partners May 2003 - May 2004
National Western Life January 2003 - April 2003
The University of Texas at Austin August 2000 - December 2002
Texas Capital Markets March 1998 - August 2000
Bear Stearns 1993 - 1998
Credit Suisse 1991 - 1993
Franklin Savings Association 1988 - 1989
Skills
Credit Analysis, Residential Mortgages, Mortgage Lending, Fixed Income, Finance, Structured Finance, Capital Markets, Financial Modeling, MBS, Credit, Investment Banking, ABS
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
Master of Business Administration (MBA)
University of Pennsylvania 1983 — 1986
BS Engineering, Computer Science and Engineering
University of Pennsylvania - The Wharton School 1983 — 1986
BS Economics, Finance
Equifax June 2009 - Present
The Seaport Group October 2008 - July 2009
Amherst Securities Group June 2004 - October 2008
Blaylock & Partners May 2003 - May 2004
National Western Life January 2003 - April 2003
The University of Texas at Austin August 2000 - December 2002
Texas Capital Markets March 1998 - August 2000
Bear Stearns 1993 - 1998
Credit Suisse 1991 - 1993
Franklin Savings Association 1988 - 1989
Skills
Credit Analysis, Residential Mortgages, Mortgage Lending, Fixed Income, Finance, Structured Finance, Capital Markets, Financial Modeling, MBS, Credit, Investment Banking, ABS
Education
The University of Texas at Austin - The Red McCombs School of Business 1989 — 1991
Master of Business Administration (MBA)
University of Pennsylvania 1983 — 1986
BS Engineering, Computer Science and Engineering
University of Pennsylvania - The Wharton School 1983 — 1986
BS Economics, Finance
Elliott Etheredge Elliott Etheredge's Bear Stearns Experience 1999 - 2007
Job Chief Strategy Officer at Livingston International
Industry Logistics and Supply Chain
Experience
Livingston International March 2014 - Present
Livingston International October 2013 - March 2014
Livingston International July 2012 - October 2013
Dahlman Rose & Co. April 2009 - June 2012
JP Morgan June 2008 - December 2008
Bear Stearns 1999 - 2007
Sears, Roebuck de Mexico, S.A. de C.V. June 1995 - June 1997
Intertrans Corporation June 1993 - August 1995
Skills
Finance, Mergers & Acquisitions, Strategic Planning, Business Strategy, Strategic Communications, IPO, Debt & Equity Financing, Investment Banking, Divestitures, Capital Raising
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Finance
University of Richmond 1988 — 1992
BA, Spanish, International Studies
Livingston International March 2014 - Present
Livingston International October 2013 - March 2014
Livingston International July 2012 - October 2013
Dahlman Rose & Co. April 2009 - June 2012
JP Morgan June 2008 - December 2008
Bear Stearns 1999 - 2007
Sears, Roebuck de Mexico, S.A. de C.V. June 1995 - June 1997
Intertrans Corporation June 1993 - August 1995
Skills
Finance, Mergers & Acquisitions, Strategic Planning, Business Strategy, Strategic Communications, IPO, Debt & Equity Financing, Investment Banking, Divestitures, Capital Raising
Education
The University of Texas at Austin - Red McCombs School of Business 1997 — 1999
MBA, Finance
University of Richmond 1988 — 1992
BA, Spanish, International Studies
Hans Sherman Hans Sherman's Bear Stearns Experience 2003 - 2007
Job Merchant Banking GS Growth Equity at Goldman Sachs
Industry Venture Capital & Private Equity
Experience
Goldman Sachs July 2012 - Present
LegalZoom June 2011 - September 2011
Summit Partners March 2007 - May 2010
Bear Stearns 2003 - 2007
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance and Venture Capital
Vanderbilt University 1999 — 2003
BA, Economics and History
Goldman Sachs July 2012 - Present
LegalZoom June 2011 - September 2011
Summit Partners March 2007 - May 2010
Bear Stearns 2003 - 2007
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Finance and Venture Capital
Vanderbilt University 1999 — 2003
BA, Economics and History
Stephen Parish Stephen Parish's Bear Stearns Experience 1983 - 2008
Job Managing Director at Solebury Capital LLC
Industry Financial Services
Experience
Solebury Capital LLC November 2012 - Present
Dahlman Rose & Co. September 2011 - September 2012
Cantor Fitzgerald September 2009 - September 2011
Multi-strategy hedge fund October 2008 - September 2009
Bear Stearns 1983 - 2008
Skills
Equities, Equity Capital Markets, Hedge Funds, Capital Markets, Investment Banking, Valuation, Private Equity, Series 7, Asset Managment, Securities, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
BA
Solebury Capital LLC November 2012 - Present
Dahlman Rose & Co. September 2011 - September 2012
Cantor Fitzgerald September 2009 - September 2011
Multi-strategy hedge fund October 2008 - September 2009
Bear Stearns 1983 - 2008
Skills
Equities, Equity Capital Markets, Hedge Funds, Capital Markets, Investment Banking, Valuation, Private Equity, Series 7, Asset Managment, Securities, Alternative Investments
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
BA
Lawrence Friedman Lawrence Friedman's Bear Stearns Experience April 2005 - March 2008
Job General Counsel at American InfoSource
Industry Financial Services
Experience
American InfoSource August 2011 - Present
Bader Company March 2011 - Present
Friedman Partners LLC December 2010 - Present
Bader Company April 2009 - December 2010
Bear Stearns April 2005 - March 2008
U.S. Department of Justice March 2002 - April 2005
Education
Thomas M. Cooley Law School 1981 — 1984
JD, Law
American InfoSource August 2011 - Present
Bader Company March 2011 - Present
Friedman Partners LLC December 2010 - Present
Bader Company April 2009 - December 2010
Bear Stearns April 2005 - March 2008
U.S. Department of Justice March 2002 - April 2005
Education
Thomas M. Cooley Law School 1981 — 1984
JD, Law
Bharat Kesavan Bharat Kesavan's Bear Stearns Experience February 2006 - December 2008
Job Vice President, Oil & Gas M&A at BNP Paribas
Industry Investment Banking
Experience
Bank of America Merrill Lynch 2011 - 2014
Bear Stearns February 2006 - December 2008
General Motors April 2003 - February 2006
Skills
Corporate Finance, Capital Markets, Financial Modeling, Mergers & Acquisitions, Equities, Investment Banking, Valuation, Analysis, Bloomberg, Investments, Due Diligence, Private Equity, Financial Analysis, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA
University of Georgia - Terry College of Business 1998 — 2002
BBA
Bank of America Merrill Lynch 2011 - 2014
Bear Stearns February 2006 - December 2008
General Motors April 2003 - February 2006
Skills
Corporate Finance, Capital Markets, Financial Modeling, Mergers & Acquisitions, Equities, Investment Banking, Valuation, Analysis, Bloomberg, Investments, Due Diligence, Private Equity, Financial Analysis, Finance
Education
The University of Texas at Austin - Red McCombs School of Business 2009 — 2011
MBA
University of Georgia - Terry College of Business 1998 — 2002
BBA
Petru Marginean Petru Marginean's Bear Stearns Experience November 2002 - June 2005
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Laurion Capital August 2011 - Present
Morgan Stanley May 2007 - August 2011
Banc of America Securities June 2005 - May 2007
Bear Stearns November 2002 - June 2005
Thomson Financial June 2001 - November 2002
Plural March 1998 - June 2001
Skills
Electronic Trading, Trading Systems, Fixed Income, Low Latency, Derivatives, Equities, Market Data, Sybase, Equity Derivatives, Credit Derivatives, FX Options, Trading System, Options, Equity Trading, Capital Markets, Interest Rate..., Bloomberg, Trading, Investment Banking, Reference Data
Education
1989 — 1994
BS, Electrical Engineering
Liceul de Informatica 1984 — 1988
Laurion Capital August 2011 - Present
Morgan Stanley May 2007 - August 2011
Banc of America Securities June 2005 - May 2007
Bear Stearns November 2002 - June 2005
Thomson Financial June 2001 - November 2002
Plural March 1998 - June 2001
Skills
Electronic Trading, Trading Systems, Fixed Income, Low Latency, Derivatives, Equities, Market Data, Sybase, Equity Derivatives, Credit Derivatives, FX Options, Trading System, Options, Equity Trading, Capital Markets, Interest Rate..., Bloomberg, Trading, Investment Banking, Reference Data
Education
1989 — 1994
BS, Electrical Engineering
Liceul de Informatica 1984 — 1988
James Franco, CFA James Franco, CFA's Bear Stearns Experience May 2007 - August 2007
Job MBA/JD Candidate at University of Virginia
Industry Investment Management
Experience
Tiger Legatus Capital Management May 2015 - Present
Wellington Management Company June 2011 - May 2014
Charles River Associates August 2008 - June 2011
Bear Stearns May 2007 - August 2007
Skills
Valuation, Financial Modeling, Management Consulting, Bloomberg, Equity Research, Economics, Financial Analysis, Industry Research, Investments, Data Analysis, Emerging Markets, Equity Valuation, Investment Banking, Equities
Education
University of Virginia 2014 — 2018
MBA/JD
Trinity College-Hartford 2004 — 2008
BS, Economics & Italian Studies
Tiger Legatus Capital Management May 2015 - Present
Wellington Management Company June 2011 - May 2014
Charles River Associates August 2008 - June 2011
Bear Stearns May 2007 - August 2007
Skills
Valuation, Financial Modeling, Management Consulting, Bloomberg, Equity Research, Economics, Financial Analysis, Industry Research, Investments, Data Analysis, Emerging Markets, Equity Valuation, Investment Banking, Equities
Education
University of Virginia 2014 — 2018
MBA/JD
Trinity College-Hartford 2004 — 2008
BS, Economics & Italian Studies
Brendan Donnelly Brendan Donnelly's Bear Stearns Experience June 2007 - June 2008
Job
Industry Financial Services
Experience
Cantor Fitzgerald December 2014 - Present
Bank of America Merrill Lynch January 2011 - October 2014
Annaly Capital Management June 2009 - December 2010
JPMorgan June 2008 - May 2009
Bear Stearns June 2007 - June 2008
Skills
Leadership, Program Management, Financial Analysis, Strategy, Strategic Planning, Portfolio Management, Structured Finance, Fixed Income, Business Strategy, Structured Products, Derivatives, Securitization, Risk Management, Capital Markets, Cross-functional Team..., Alternative Investments, Bloomberg, Financial Modeling, Valuation, Hedge Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2005 — 2007
MBA, Finance
United States Military Academy at West Point 1995 — 1999
B.S., Management / Engineering
Cantor Fitzgerald December 2014 - Present
Bank of America Merrill Lynch January 2011 - October 2014
Annaly Capital Management June 2009 - December 2010
JPMorgan June 2008 - May 2009
Bear Stearns June 2007 - June 2008
Skills
Leadership, Program Management, Financial Analysis, Strategy, Strategic Planning, Portfolio Management, Structured Finance, Fixed Income, Business Strategy, Structured Products, Derivatives, Securitization, Risk Management, Capital Markets, Cross-functional Team..., Alternative Investments, Bloomberg, Financial Modeling, Valuation, Hedge Funds
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2005 — 2007
MBA, Finance
United States Military Academy at West Point 1995 — 1999
B.S., Management / Engineering
Chip Bierbaum, CFA Chip Bierbaum, CFA's Bear Stearns Experience September 2003 - January 2007
Job Managing Partner
Industry Venture Capital & Private Equity
Experience
South Main Equity, LLC May 2010 - Present
Faultline Ventures August 2009 - May 2010
New Capital Partners May 2009 - August 2009
Credit Agricole CIB February 2007 - September 2007
Bear Stearns September 2003 - January 2007
Skills
Healthcare, Business Strategy, Strategy, Corporate Development, Private Equity, Due Diligence, Venture Capital, Strategic Planning, Mergers & Acquisitions, Valuation, Financial Modeling, Investments, Financial Analysis, Equities, Forecasting, Corporate Finance, Capital Markets, Financial Services, Investment Banking, Equity Research, Alternative Investments, Finance, Cross-functional Team..., Project Management, Healthcare Information..., Business Development, Health Insurance, Mergers, Investment Research, Hedge Funds, Fixed Income, LBO
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance
Trinity College-Hartford 1999 — 2003
BA, Art History
Eaglebrook School 1993 — 1995
middle school
American School in London 1991 — 1993
middle school
Bronxville High School
St. Bernards
South Main Equity, LLC May 2010 - Present
Faultline Ventures August 2009 - May 2010
New Capital Partners May 2009 - August 2009
Credit Agricole CIB February 2007 - September 2007
Bear Stearns September 2003 - January 2007
Skills
Healthcare, Business Strategy, Strategy, Corporate Development, Private Equity, Due Diligence, Venture Capital, Strategic Planning, Mergers & Acquisitions, Valuation, Financial Modeling, Investments, Financial Analysis, Equities, Forecasting, Corporate Finance, Capital Markets, Financial Services, Investment Banking, Equity Research, Alternative Investments, Finance, Cross-functional Team..., Project Management, Healthcare Information..., Business Development, Health Insurance, Mergers, Investment Research, Hedge Funds, Fixed Income, LBO
Education
Vanderbilt University - Owen Graduate School of Management 2008 — 2010
MBA, Finance
Trinity College-Hartford 1999 — 2003
BA, Art History
Eaglebrook School 1993 — 1995
middle school
American School in London 1991 — 1993
middle school
Bronxville High School
St. Bernards
Mathieu Longtin Mathieu Longtin's Bear Stearns Experience 1996 - 1998
Job Developer at large
Industry Computer Software
Experience
Nuance Communications April 2011 - Present
DBSoft July 2007 - April 2011
Bell ICT Outsourcing Solutions 2007 - April 2008
Microsoft October 2006 - June 2007
Colloquis April 2000 - October 2006
Airmedia 1998 - 2000
Bear Stearns 1996 - 1998
Skills
Python, Software Development, Perl, MySQL, Databases, Linux, JavaScript, SQL Server, Linux server..., Software Project..., ETL, Graphite, Microsoft SQL Server, Shell Scripting, Unix, Oracle, PL/SQL, Linux System..., Oracle SQL, Database Design, redis
Education
Université de Sherbrooke 1990 — 1994
B. Sc.
Nuance Communications April 2011 - Present
DBSoft July 2007 - April 2011
Bell ICT Outsourcing Solutions 2007 - April 2008
Microsoft October 2006 - June 2007
Colloquis April 2000 - October 2006
Airmedia 1998 - 2000
Bear Stearns 1996 - 1998
Skills
Python, Software Development, Perl, MySQL, Databases, Linux, JavaScript, SQL Server, Linux server..., Software Project..., ETL, Graphite, Microsoft SQL Server, Shell Scripting, Unix, Oracle, PL/SQL, Linux System..., Oracle SQL, Database Design, redis
Education
Université de Sherbrooke 1990 — 1994
B. Sc.
BRIAN HAMM BRIAN HAMM's Bear Stearns Experience 2004 - 2006
Job Business Manager
Industry Automotive
Experience
Jennings Anderson Ford February 2015 - Present
Red McCombs Ford 2010 - 2015
Turner Bros., LLC 2008 - 2010
All American Inspections 2006 - 2008
Bear Stearns 2004 - 2006
Fleetwood Enterprises 2002 - 2004
USAA 1999 - 2002
US Army 1994 - 1998
Skills
Automotive Aftermarket, Vehicles, Negotiation, Profit, Automotive, Budgets, Automobile, Dealers, Customer Satisfaction, Sales Process, Sales Management, Customer Service, Inventory Management, Parts, Pricing
Education
The University of Texas at San Antonio 1993 — 1998
Accounting and Finance
Jennings Anderson Ford February 2015 - Present
Red McCombs Ford 2010 - 2015
Turner Bros., LLC 2008 - 2010
All American Inspections 2006 - 2008
Bear Stearns 2004 - 2006
Fleetwood Enterprises 2002 - 2004
USAA 1999 - 2002
US Army 1994 - 1998
Skills
Automotive Aftermarket, Vehicles, Negotiation, Profit, Automotive, Budgets, Automobile, Dealers, Customer Satisfaction, Sales Process, Sales Management, Customer Service, Inventory Management, Parts, Pricing
Education
The University of Texas at San Antonio 1993 — 1998
Accounting and Finance
Andrew Matorin's Bear Stearns Experience 2004 - 2008
Job
Industry Publishing
Experience
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt February 2013 - May 2015
SIIA Education Division October 2012 - March 2013
Scholastic 2009 - February 2013
J.P. Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Ion Partners LLC 2002 - 2004
Lehman Brothers 1998 - 2001
Jefferies & Company 1993 - 1995
Skills
Valuation, Financial Modeling, Educational Technology, Mergers, Strategic Negotiations, Business Acquisition, Acquisition Integration, Corporate Strategy..., Business Development, Venture Capital, Strategic Partnerships, Mergers & Acquisitions, Start-ups, Equities, Business Strategy, Strategic Planning, Strategy, Private Equity, Corporate Development, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
BA, Economics
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt June 2015 - Present
Houghton Mifflin Harcourt February 2013 - May 2015
SIIA Education Division October 2012 - March 2013
Scholastic 2009 - February 2013
J.P. Morgan 2008 - 2009
Bear Stearns 2004 - 2008
Ion Partners LLC 2002 - 2004
Lehman Brothers 1998 - 2001
Jefferies & Company 1993 - 1995
Skills
Valuation, Financial Modeling, Educational Technology, Mergers, Strategic Negotiations, Business Acquisition, Acquisition Integration, Corporate Strategy..., Business Development, Venture Capital, Strategic Partnerships, Mergers & Acquisitions, Start-ups, Equities, Business Strategy, Strategic Planning, Strategy, Private Equity, Corporate Development, Competitive Analysis
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tulane University
BA, Economics
Samphas Chhea's Bear Stearns Experience January 2004 - June 2004
Job
Industry Investment Banking
Experience
Ramirez & Co., Inc. October 2014 - Present
Blaylock Beal Van, LLC February 2014 - October 2014
M.R. Beal & Company March 2012 - January 2014
M.R. Beal & Company January 2010 - March 2012
Banc of America Securities June 2007 - April 2009
Banc of America Securities, LLC June 2004 - June 2007
Bear Stearns January 2004 - June 2004
New York State Housing Finance Agency June 2003 - January 2004
Skills
Excel, Fixed Income, Public Finance, Bloomberg, Financial Modeling, Microsoft Office, Municipal, Investment Banking, Bonds
Education
Bronx Science
Union College
B.S., Mathematics
Ramirez & Co., Inc. October 2014 - Present
Blaylock Beal Van, LLC February 2014 - October 2014
M.R. Beal & Company March 2012 - January 2014
M.R. Beal & Company January 2010 - March 2012
Banc of America Securities June 2007 - April 2009
Banc of America Securities, LLC June 2004 - June 2007
Bear Stearns January 2004 - June 2004
New York State Housing Finance Agency June 2003 - January 2004
Skills
Excel, Fixed Income, Public Finance, Bloomberg, Financial Modeling, Microsoft Office, Municipal, Investment Banking, Bonds
Education
Bronx Science
Union College
B.S., Mathematics
Aaron Gathmann's Bear Stearns Experience July 2006 - June 2007
Job Co Owner at Neighborfund
Industry Investment Management
Experience
Neighborfund January 2015 - Present
nextPression July 2012 - March 2013
Tri Global Energy 2009 - July 2012
Compass Bank July 2007 - 2009
Bear Stearns July 2006 - June 2007
PricewaterhouseCoopers June 2004 - June 2006
Skills
Financial Modeling, Strategy, Due Diligence, Real Estate, Portfolio Management, Underwriting, Capital Markets, Credit Analysis, Entrepreneurship, Project Finance, Renewable Energy, Business Strategy, Commercial Lending, Fundamental Analysis, Market Research, Tax Credit Financing, Wind, Business Development, Mergers & Acquisitions, Energy
Education
Trinity University 2003 — 2004
MS, Accounting
Trinity University 1999 — 2003
BS, Accounting and Finance
Heritage Christian High School
Neighborfund January 2015 - Present
nextPression July 2012 - March 2013
Tri Global Energy 2009 - July 2012
Compass Bank July 2007 - 2009
Bear Stearns July 2006 - June 2007
PricewaterhouseCoopers June 2004 - June 2006
Skills
Financial Modeling, Strategy, Due Diligence, Real Estate, Portfolio Management, Underwriting, Capital Markets, Credit Analysis, Entrepreneurship, Project Finance, Renewable Energy, Business Strategy, Commercial Lending, Fundamental Analysis, Market Research, Tax Credit Financing, Wind, Business Development, Mergers & Acquisitions, Energy
Education
Trinity University 2003 — 2004
MS, Accounting
Trinity University 1999 — 2003
BS, Accounting and Finance
Heritage Christian High School
Bill Lyons's Bear Stearns Experience September 1991 - September 1996
Job Director, Servicing Capital Market Transactions at Freddie Mac
Industry Management Consulting
Experience
Freddie Mac December 2014 - Present
Seneca Creek Energy January 2010 - Present
City Light Capital January 2010 - Present
City Light Carbon, LLC November 2010 - October 2013
AES Corporation April 2004 - December 2008
Bowwave March 2000 - April 2004
Freddie Mac September 1996 - February 2000
Bear Stearns September 1991 - September 1996
Bear Stearns & Company 1990 - 1996
Bear Stearns & Company 1990 - 1996
Skills
Energy, Venture Capital, Environmental Awareness, Business Development, Management, Investments, Carbon, Alternative Energy, Capital Markets, Climate, Start-ups, Mergers & Acquisitions, Due Diligence, Strategy, Renewable Energy
Education
United States Naval Academy 1981 — 1985
Bachelor's of Science Degree, Applied Mathematics
John Jay Senior High School 1978 — 1981
High School Diploma
Freddie Mac December 2014 - Present
Seneca Creek Energy January 2010 - Present
City Light Capital January 2010 - Present
City Light Carbon, LLC November 2010 - October 2013
AES Corporation April 2004 - December 2008
Bowwave March 2000 - April 2004
Freddie Mac September 1996 - February 2000
Bear Stearns September 1991 - September 1996
Bear Stearns & Company 1990 - 1996
Bear Stearns & Company 1990 - 1996
Skills
Energy, Venture Capital, Environmental Awareness, Business Development, Management, Investments, Carbon, Alternative Energy, Capital Markets, Climate, Start-ups, Mergers & Acquisitions, Due Diligence, Strategy, Renewable Energy
Education
United States Naval Academy 1981 — 1985
Bachelor's of Science Degree, Applied Mathematics
John Jay Senior High School 1978 — 1981
High School Diploma
Jon DeLuca's Bear Stearns Experience August 1992 - December 1994
Job President, CEO at Wilcon Holdings, LLC
Industry Telecommunications
Experience
Wilcon Holdings, LLC December 2011 - Present
FiberNet Telecom Group, Inc. May 1999 - September 2009
Lago Industries, LLC January 1997 - May 1999
Lazard January 1995 - December 1996
Bear Stearns August 1992 - December 1994
Skills
Investment Banking, Management, VoIP, Co-location, Data Center, Ethernet, Optical Fiber, Strategic Partnerships, Strategy, Networking, Wireless, Executive Management
Education
Trinity College-Hartford 1989 — 1992
B.A., Economics and Mathematics
Wilcon Holdings, LLC December 2011 - Present
FiberNet Telecom Group, Inc. May 1999 - September 2009
Lago Industries, LLC January 1997 - May 1999
Lazard January 1995 - December 1996
Bear Stearns August 1992 - December 1994
Skills
Investment Banking, Management, VoIP, Co-location, Data Center, Ethernet, Optical Fiber, Strategic Partnerships, Strategy, Networking, Wireless, Executive Management
Education
Trinity College-Hartford 1989 — 1992
B.A., Economics and Mathematics
Cesar Medina's Bear Stearns Experience July 2006 - May 2008
Job Latin America Equity Strategy Morgan Stanley
Industry Banking
Experience
Morgan Stanley December 2009 - Present
Morgan Stanley May 2008 - December 2009
Bear Stearns July 2006 - May 2008
Skills
Equities, Capital Markets, Hedge Funds, Series 7, Bloomberg, Valuation, Securities, Financial Modeling, Alternative Investments, Investments, Latin American markets, Emerging Markets, Investment Management, Equity Research, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Finance
Universidad del Pacífico (PE) 1995 — 1999
Bachelor's degree, Economics
Morgan Stanley December 2009 - Present
Morgan Stanley May 2008 - December 2009
Bear Stearns July 2006 - May 2008
Skills
Equities, Capital Markets, Hedge Funds, Series 7, Bloomberg, Valuation, Securities, Financial Modeling, Alternative Investments, Investments, Latin American markets, Emerging Markets, Investment Management, Equity Research, Portfolio Management, Asset Management
Education
University of Pennsylvania - The Wharton School 2004 — 2006
Master of Business Administration (MBA), Finance
Universidad del Pacífico (PE) 1995 — 1999
Bachelor's degree, Economics
Andrew Hoffman, CPA's Bear Stearns Experience November 1997 - August 2000
Job Director of Globefin US Advisors, LLC
Industry Financial Services
Experience
Globefin US Advisors LLC April 2007 - Present
Asset Alliance Corporation 2006 - 2007
Stillwater Capital Partners January 2001 - August 2006
Bear Stearns November 1997 - August 2000
Schain Leifer Guarlnick CPA's May 1995 - November 1997
KPMG Peat Marwick September 1994 - May 1995
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance and Economics
University at Albany, SUNY 1990 — 1994
BS, Accouting, Economics, Business Administration
Globefin US Advisors LLC April 2007 - Present
Asset Alliance Corporation 2006 - 2007
Stillwater Capital Partners January 2001 - August 2006
Bear Stearns November 1997 - August 2000
Schain Leifer Guarlnick CPA's May 1995 - November 1997
KPMG Peat Marwick September 1994 - May 1995
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance and Economics
University at Albany, SUNY 1990 — 1994
BS, Accouting, Economics, Business Administration
Ibrahim, Maguiraga's Bear Stearns Experience December 2007 - June 2008
Job IT Consultant at Mitsubishi UFJ Securities
Industry Financial Services
Experience
CANARAIL IT ConsultantMitsubishi UFJ SecuritiesFebruary 2010 - August 2010
JP Morgan Chase June 2008 - December 2009
Bear Stearns December 2007 - June 2008
Education
Université de Montréal - Ecole polytechnique de Montréal 1996 — 2002
Bachelor Degree, Computer Engineering
CANARAIL IT ConsultantMitsubishi UFJ SecuritiesFebruary 2010 - August 2010
JP Morgan Chase June 2008 - December 2009
Bear Stearns December 2007 - June 2008
Education
Université de Montréal - Ecole polytechnique de Montréal 1996 — 2002
Bachelor Degree, Computer Engineering
Noah Wimmer's Bear Stearns Experience March 2008 - June 2008
Job Vice President, Territory Sales at American Century Investments
Industry Financial Services
Experience
American Century Investments October 2013 - Present
PIMCO July 2011 - September 2013
PIMCO March 2010 - July 2011
Morris Associates LLC June 2008 - March 2010
Bear Stearns March 2008 - June 2008
Fimat June 2005 - September 2007
Skills
Fixed Income, Hedge Funds, Capital Markets, Portfolio Management, Investment Management, ETFs, Bonds, Asset Allocation, Equity Research, Investments, Derivatives, Wealth Management, Bloomberg, Securities, Investment Strategies, Series 7, Alternative Investments, Mutual Funds, Asset Management, Financial Modeling, Series 63, Equities, Private Equity, Valuation, Emerging Markets, Equity Derivatives, Financial Markets, Fund Of Funds, Investor Relations, Options
Education
Trinity College-Hartford 1998 — 2002
Bachelor of Arts (B.A.), History
American Century Investments October 2013 - Present
PIMCO July 2011 - September 2013
PIMCO March 2010 - July 2011
Morris Associates LLC June 2008 - March 2010
Bear Stearns March 2008 - June 2008
Fimat June 2005 - September 2007
Skills
Fixed Income, Hedge Funds, Capital Markets, Portfolio Management, Investment Management, ETFs, Bonds, Asset Allocation, Equity Research, Investments, Derivatives, Wealth Management, Bloomberg, Securities, Investment Strategies, Series 7, Alternative Investments, Mutual Funds, Asset Management, Financial Modeling, Series 63, Equities, Private Equity, Valuation, Emerging Markets, Equity Derivatives, Financial Markets, Fund Of Funds, Investor Relations, Options
Education
Trinity College-Hartford 1998 — 2002
Bachelor of Arts (B.A.), History
Jon Tower, CFA's Bear Stearns Experience July 2001 - April 2005
Job Analyst at Surveyor Capital
Industry Financial Services
Experience
Surveyor Capital April 2012 - Present
Morgan Stanley January 2008 - April 2012
CIBC World Markets April 2005 - 2008
Bear Stearns July 2001 - April 2005
Skills
Hedge Funds, Valuation, Equity Research, Equities, Asset Managment, Investments, Bloomberg, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Equity Valuation
Education
Union College 1997 — 2001
BS, Biochemistry
Surveyor Capital April 2012 - Present
Morgan Stanley January 2008 - April 2012
CIBC World Markets April 2005 - 2008
Bear Stearns July 2001 - April 2005
Skills
Hedge Funds, Valuation, Equity Research, Equities, Asset Managment, Investments, Bloomberg, Financial Modeling, Capital Markets, Financial Analysis, Portfolio Management, Equity Valuation
Education
Union College 1997 — 2001
BS, Biochemistry
Richard Velloff's Bear Stearns Experience August 2004 - June 2008
Job Director, Leveraged Finance at SunTrust Robinson Humphrey
Industry Investment Banking
Experience
SunTrust Robinson Humphrey July 2012 - Present
Bank of America Merrill Lynch July 2011 - July 2012
Barclays Capital June 2008 - July 2011
Bear Stearns August 2004 - June 2008
US Army June 1995 - August 2002
Skills
Investment Banking, Leveraged Finance, High Yield, Bonds, LBO, Mergers, Financial Modeling, Loans, Hedge Funds, Capital Markets, Valuation, Mergers & Acquisitions, Capital Structure, Fixed Income, Equities, Corporate Finance
Education
Washington University in St. Louis - Olin Business School 2002 — 2004
MBA, Finance
United States Military Academy at West Point 1991 — 1995
BS, Mechanical Engineering
SunTrust Robinson Humphrey July 2012 - Present
Bank of America Merrill Lynch July 2011 - July 2012
Barclays Capital June 2008 - July 2011
Bear Stearns August 2004 - June 2008
US Army June 1995 - August 2002
Skills
Investment Banking, Leveraged Finance, High Yield, Bonds, LBO, Mergers, Financial Modeling, Loans, Hedge Funds, Capital Markets, Valuation, Mergers & Acquisitions, Capital Structure, Fixed Income, Equities, Corporate Finance
Education
Washington University in St. Louis - Olin Business School 2002 — 2004
MBA, Finance
United States Military Academy at West Point 1991 — 1995
BS, Mechanical Engineering
Laura Tribuno's Bear Stearns Experience 2007 - 2008
Job Portfolio Manager at Quantek Asset Management
Industry Banking
Experience
Quantek Asset Management, LLC 2008 - Present
Quantek Asset Management, LLC 2008 - August 2009
Bear Stearns 2007 - 2008
Morgan Stanley August 1998 - July 2007
Education
Università Commerciale 'Luigi Bocconi' 1994 — 1998
Quantek Asset Management, LLC 2008 - Present
Quantek Asset Management, LLC 2008 - August 2009
Bear Stearns 2007 - 2008
Morgan Stanley August 1998 - July 2007
Education
Università Commerciale 'Luigi Bocconi' 1994 — 1998
Jennifer Bomze Martin's Bear Stearns Experience 1991 - June 2000
Job Carondelet Hospitality Center
Industry Hospitality
Experience
Carondelet Hospitality Center July 2013 - Present
Bear Stearns 1991 - June 2000
Skills
Corporate Events, Event Management, Trade Shows, Hotels, Front Office, Live Events
Education
Tulane University 1985 — 1989
Carondelet Hospitality Center July 2013 - Present
Bear Stearns 1991 - June 2000
Skills
Corporate Events, Event Management, Trade Shows, Hotels, Front Office, Live Events
Education
Tulane University 1985 — 1989
David Attisani, CFA's Bear Stearns Experience 2001 - 2002
Job Institutional Sales/Relationship Management
Industry Financial Services
Experience
Loop Capital Markets October 2014 - February 2015
Cortview Capital Markets/Pierpont Securities April 2012 - October 2013
Keefe, Bruyette & Woods August 2010 - November 2011
Rait Securities/ Aladdin Capital, LLC January 2009 - July 2010
Countrywide Securities 2004 - 2008
UBS 2002 - 2004
Bear Stearns 2001 - 2002
Prudential Securities 1995 - 2000
Prudential Securities 1995 - 1998
US Navy 1983 - April 1994
Skills
Securities, Structured Products, ABS, Capital Markets, Hedge Funds, Investments, Financial Analysis, Fixed Income, Equities, Asset Management, Portfolio Management, Private Equity, Trading, Series 63, Hedging, Finance, Bloomberg, Bonds, Investment Banking, Series 7, Structured Finance, Financial Structuring, Financial Risk, Credit Derivatives, Alternative Investments, Team Leadership, New Business Development, Leadership Development, Relationship Management, Loans, Financial Markets, CDO, MBS, Derivatives, Economics, CMBS, Sales
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
United States Naval Academy
BS, Economics
Loop Capital Markets October 2014 - February 2015
Cortview Capital Markets/Pierpont Securities April 2012 - October 2013
Keefe, Bruyette & Woods August 2010 - November 2011
Rait Securities/ Aladdin Capital, LLC January 2009 - July 2010
Countrywide Securities 2004 - 2008
UBS 2002 - 2004
Bear Stearns 2001 - 2002
Prudential Securities 1995 - 2000
Prudential Securities 1995 - 1998
US Navy 1983 - April 1994
Skills
Securities, Structured Products, ABS, Capital Markets, Hedge Funds, Investments, Financial Analysis, Fixed Income, Equities, Asset Management, Portfolio Management, Private Equity, Trading, Series 63, Hedging, Finance, Bloomberg, Bonds, Investment Banking, Series 7, Structured Finance, Financial Structuring, Financial Risk, Credit Derivatives, Alternative Investments, Team Leadership, New Business Development, Leadership Development, Relationship Management, Loans, Financial Markets, CDO, MBS, Derivatives, Economics, CMBS, Sales
Education
New York University - Leonard N. Stern School of Business
MBA, Finance, International Business
United States Naval Academy
BS, Economics
Charles Greenwald's Bear Stearns Experience June 2005 - August 2005
Job analyst at societe generale
Industry Investment Banking
Experience
Societe Generale July 2007 - Present
Bear Stearns June 2005 - August 2005
Education
Tulane University - A.B. Freeman School of Business
Societe Generale July 2007 - Present
Bear Stearns June 2005 - August 2005
Education
Tulane University - A.B. Freeman School of Business
Mansour Yamin's Bear Stearns Experience 2004 - 2007
Job Vice President at HSBC
Industry Insurance
Experience
HSBC Global Banking and Markets 2012 - Present
American International Group (AIG), Inc. 2007 - 2011
Bear Stearns 2004 - 2007
A. M. Best 2001 - 2004
Education
Certificate in Quantitative Finance (CQF) - Financial Engineering 2014 — 2015
Financial Engineering
Tulane University - A.B. Freeman School of Business
MBA, Finance
Tulane University School of Engineering
Civil / Structural Engineering
HSBC Global Banking and Markets 2012 - Present
American International Group (AIG), Inc. 2007 - 2011
Bear Stearns 2004 - 2007
A. M. Best 2001 - 2004
Education
Certificate in Quantitative Finance (CQF) - Financial Engineering 2014 — 2015
Financial Engineering
Tulane University - A.B. Freeman School of Business
MBA, Finance
Tulane University School of Engineering
Civil / Structural Engineering
Gordon Readey's Bear Stearns Experience 2004 - 2006
Job Fixed Income Strategist BlackRock
Industry Financial Services
Experience
BlackRock March 2006 - Present
Bear Stearns 2004 - 2006
Fitch Ratings 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Fixed Income, Investments, Private Equity, Structured Products, Structured Finance, Investment Strategies, Financial Structuring, Finance, Institutional..., ABS, Strategy, Business Development, Investor Relations, Marketing Strategy, Marketing, Pension Funds, Hedge Funds, Equities, Derivatives, Asset Management, Capital Markets
Education
University of Richmond 1996 — 2000
Business Administration and Management, General
University of Richmond - Robins School of Business 1996 — 2000
BS in Business Administration, Concentrations in Finance and International Business
Universidad de Deusto 1999 — 1999
Semester Abroad, Finance, Economics, History
BlackRock March 2006 - Present
Bear Stearns 2004 - 2006
Fitch Ratings 2002 - 2004
Morgan Stanley 2000 - 2002
Skills
Fixed Income, Investments, Private Equity, Structured Products, Structured Finance, Investment Strategies, Financial Structuring, Finance, Institutional..., ABS, Strategy, Business Development, Investor Relations, Marketing Strategy, Marketing, Pension Funds, Hedge Funds, Equities, Derivatives, Asset Management, Capital Markets
Education
University of Richmond 1996 — 2000
Business Administration and Management, General
University of Richmond - Robins School of Business 1996 — 2000
BS in Business Administration, Concentrations in Finance and International Business
Universidad de Deusto 1999 — 1999
Semester Abroad, Finance, Economics, History
Chip Mahoney's Bear Stearns Experience 2004 - 2005
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse May 2013 - Present
Goldman Sachs December 2006 - May 2013
Bear Stearns 2004 - 2005
Skills
Capital Markets, Series 7, Financial Modeling, Valuation, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Banking, Corporate Finance, Hedge Funds, Investments, Strategic Planning, Due Diligence, Risk Management, Financial Analysis, Derivatives, Program Management
Education
United States Military Academy at West Point 1995 — 1999
Bachelor's Degree, Systems Engineering
Credit Suisse May 2013 - Present
Goldman Sachs December 2006 - May 2013
Bear Stearns 2004 - 2005
Skills
Capital Markets, Series 7, Financial Modeling, Valuation, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Banking, Corporate Finance, Hedge Funds, Investments, Strategic Planning, Due Diligence, Risk Management, Financial Analysis, Derivatives, Program Management
Education
United States Military Academy at West Point 1995 — 1999
Bachelor's Degree, Systems Engineering
Audrey Kingsley's Bear Stearns Experience October 2005 - July 2006
Job Finance Professional
Industry Banking
Experience
SUNY Levin Institute January 2012 - May 2012
Self Employed 2009 - 2012
Citigroup July 2006 - March 2008
Bear Stearns October 2005 - July 2006
Bear Stearns October 2003 - October 2005
Banc of America Securities May 2000 - August 2000
Greenway Partners, LP January 1996 - August 1999
Bear Stearns April 1992 - December 1995
Skills
Equities, Structured Finance, Securitization
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
State University of New York at Albany
Bachelor of Science (B.S.), Economics
SUNY Levin Institute January 2012 - May 2012
Self Employed 2009 - 2012
Citigroup July 2006 - March 2008
Bear Stearns October 2005 - July 2006
Bear Stearns October 2003 - October 2005
Banc of America Securities May 2000 - August 2000
Greenway Partners, LP January 1996 - August 1999
Bear Stearns April 1992 - December 1995
Skills
Equities, Structured Finance, Securitization
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
State University of New York at Albany
Bachelor of Science (B.S.), Economics
Brian Metz's Bear Stearns Experience 1990 - 1991
Job Gainfully Employed
Industry Financial Services
Experience
NYS Attorney General's Office 2015 - 2015
NYS Attorney General's Office 2015 - 2015
NYS Attorney General's Office 2015 - 2015
SuperGreen Solutions January 2013 - November 2014
NYSE Euronext March 2008 - June 2012
NYFIX March 2008 - December 2010
Morgan Stanley Investment Management June 1997 - September 2007
Tucker Anthony 1993 - 1995
EGS Partners 1991 - 1995
Bear Stearns 1990 - 1991
Skills
Electronic Trading, Equity Trading, Equities, Sales, Compliance, Settlement, Product Development, Soft Dollars, WRAP, Trading Systems, Trading, Series 7, Hedge Funds, Securities, Bloomberg, Market Data, Series 63, Asset Managment, Capital Markets, Asset Management, Fixed Income, Financial Services
Education
University at Albany, SUNY 1986 — 1989
Bayside 1982 — 1985
NYS Attorney General's Office 2015 - 2015
NYS Attorney General's Office 2015 - 2015
NYS Attorney General's Office 2015 - 2015
SuperGreen Solutions January 2013 - November 2014
NYSE Euronext March 2008 - June 2012
NYFIX March 2008 - December 2010
Morgan Stanley Investment Management June 1997 - September 2007
Tucker Anthony 1993 - 1995
EGS Partners 1991 - 1995
Bear Stearns 1990 - 1991
Skills
Electronic Trading, Equity Trading, Equities, Sales, Compliance, Settlement, Product Development, Soft Dollars, WRAP, Trading Systems, Trading, Series 7, Hedge Funds, Securities, Bloomberg, Market Data, Series 63, Asset Managment, Capital Markets, Asset Management, Fixed Income, Financial Services
Education
University at Albany, SUNY 1986 — 1989
Bayside 1982 — 1985
Nikolas Owad's Bear Stearns Experience August 2006 - June 2008
Job Trading Assistant, US Rates at Nomura Securities
Industry Capital Markets
Experience
Nomura Securities April 2010 - Present
JP Morgan June 2008 - April 2010
Bear Stearns August 2006 - June 2008
Goldenberg, Hehmeyer & Co. June 2004 - February 2006
Education
Union College 2000 — 2004
Nomura Securities April 2010 - Present
JP Morgan June 2008 - April 2010
Bear Stearns August 2006 - June 2008
Goldenberg, Hehmeyer & Co. June 2004 - February 2006
Education
Union College 2000 — 2004
Terry Purchal's Bear Stearns Experience 2001 - 2007
Job Vice President Transaction Management at Chase
Industry Financial Services
Experience
Chase 2014 - Present
Purchal CPA, LLC 2013 - 2013
Newbold Advisors 2012 - 2013
Vericrest Financial, Inc. 2011 - 2012
Hudson Advisors / Lone Star Funds 2009 - 2010
T Bank 2008 - 2009
Bear Stearns 2001 - 2007
Bear Stearns 1995 - 2001
Coopers & Lybrand 1993 - 1996
Skills
Financial Modeling, Financial Analysis, Finance, Portfolio Management, Asset Managment, Loan Servicing, Mortgage Servicing, Cash Flow, Mergers, Investments, Credit, Risk Management, Mergers & Acquisitions, Loans, Due Diligence, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of Nebraska-Lincoln 1987 — 1990
BS, Accounting and Finance
Chase 2014 - Present
Purchal CPA, LLC 2013 - 2013
Newbold Advisors 2012 - 2013
Vericrest Financial, Inc. 2011 - 2012
Hudson Advisors / Lone Star Funds 2009 - 2010
T Bank 2008 - 2009
Bear Stearns 2001 - 2007
Bear Stearns 1995 - 2001
Coopers & Lybrand 1993 - 1996
Skills
Financial Modeling, Financial Analysis, Finance, Portfolio Management, Asset Managment, Loan Servicing, Mortgage Servicing, Cash Flow, Mergers, Investments, Credit, Risk Management, Mergers & Acquisitions, Loans, Due Diligence, Valuation
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of Nebraska-Lincoln 1987 — 1990
BS, Accounting and Finance
Lee Densky's Bear Stearns Experience January 1999 - November 2000
Job Finance Manager at Sinclair Broadcast Group
Industry Financial Services
Experience
Sinclair Broadcast Group May 2013 - Present
Wagener-Lee May 2008 - April 2013
Raymond James Financial Services May 2008 - April 2013
Assent, LLC September 2002 - May 2008
Morgan Stanley November 2000 - September 2002
Bear Stearns January 1999 - November 2000
Interep August 1997 - January 1999
Skills
Series 7, Bloomberg, Securities, Equities, Asset Allocation, Financial Advisory, Financial Analysis, Financial Modeling, Broadcast Television, Inventory Management, Performance Management
Education
The Johns Hopkins University - Carey Business School 2010 — 2013
Master of Business Administration (MBA), Finance
Towson University 1993 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Sinclair Broadcast Group May 2013 - Present
Wagener-Lee May 2008 - April 2013
Raymond James Financial Services May 2008 - April 2013
Assent, LLC September 2002 - May 2008
Morgan Stanley November 2000 - September 2002
Bear Stearns January 1999 - November 2000
Interep August 1997 - January 1999
Skills
Series 7, Bloomberg, Securities, Equities, Asset Allocation, Financial Advisory, Financial Analysis, Financial Modeling, Broadcast Television, Inventory Management, Performance Management
Education
The Johns Hopkins University - Carey Business School 2010 — 2013
Master of Business Administration (MBA), Finance
Towson University 1993 — 1997
Bachelor's degree, Business, Management, Marketing, and Related Support Services
Gabriela Ramirez-Gras's Bear Stearns Experience August 2002 - September 2003
Job Head of Strategic Recruiting Americas Private Banking
Industry Financial Services
Experience
Credit Suisse March 2014 - Present
UBS August 2012 - April 2014
BlackRock April 2011 - March 2012
UBS February 2010 - April 2011
UBS June 2006 - February 2010
Merrill Lynch October 2004 - June 2006
Inditex/ZARA Internatinal Inc. September 2003 - September 2004
Bear Stearns August 2002 - September 2003
Merrill Lynch May 2000 - August 2002
Skills
Business Development, Investment Banking, Wealth Management, Portfolio Management, Talent Acquisition, Mergers, Investments, Sourcing, Recruiting, Mergers & Acquisitions, Financial Services, Equities, Management, Finance
Education
Tufts University
Credit Suisse March 2014 - Present
UBS August 2012 - April 2014
BlackRock April 2011 - March 2012
UBS February 2010 - April 2011
UBS June 2006 - February 2010
Merrill Lynch October 2004 - June 2006
Inditex/ZARA Internatinal Inc. September 2003 - September 2004
Bear Stearns August 2002 - September 2003
Merrill Lynch May 2000 - August 2002
Skills
Business Development, Investment Banking, Wealth Management, Portfolio Management, Talent Acquisition, Mergers, Investments, Sourcing, Recruiting, Mergers & Acquisitions, Financial Services, Equities, Management, Finance
Education
Tufts University
Aaron Goldstein's Bear Stearns Experience May 2005 - March 2008
Job Analyst at Macellum Capital Management
Industry Financial Services
Experience
Macellum Capital Management April 2014 - Present
Millennium Partners March 2013 - May 2013
Scopus Asset Management June 2012 - February 2013
JP Morgan March 2008 - June 2012
Bear Stearns May 2005 - March 2008
Skills
Hedge Funds, Equity Research, Equities, Valuation, Investments, Financial Analysis
Education
Trinity College-Hartford 2001 — 2005
Macellum Capital Management April 2014 - Present
Millennium Partners March 2013 - May 2013
Scopus Asset Management June 2012 - February 2013
JP Morgan March 2008 - June 2012
Bear Stearns May 2005 - March 2008
Skills
Hedge Funds, Equity Research, Equities, Valuation, Investments, Financial Analysis
Education
Trinity College-Hartford 2001 — 2005
Satyen Bora's Bear Stearns Experience February 2007 - August 2008
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2007 - Present
Bear Stearns February 2007 - August 2008
Credit Suisse February 2005 - February 2007
UBS June 2004 - February 2005
Skills
SDLC, Agile Methodologies, Software Development, Java, Business Analysis, Project Management, Reporting, Prime Brokerage, Asset Servicing, Fixed Income, Derivatives
Education
The University of Texas at Dallas
MS, Computer Science
JPMorgan Chase February 2007 - Present
Bear Stearns February 2007 - August 2008
Credit Suisse February 2005 - February 2007
UBS June 2004 - February 2005
Skills
SDLC, Agile Methodologies, Software Development, Java, Business Analysis, Project Management, Reporting, Prime Brokerage, Asset Servicing, Fixed Income, Derivatives
Education
The University of Texas at Dallas
MS, Computer Science
Ann Costelloe's Bear Stearns Experience 1985 - 1990
Job Principal at Vareo Advisors, LLC
Industry Executive Office
Experience
Vareo Advisors, LLC August 2013 - Present
Towers Watson January 2010 - August 2013
Watson Wyatt 2003 - December 2009
Towers Watson 1997 - 2003
Metropolitan Life Insurance Company 1991 - 1997
Turnaround Consultant 1989 - 1990
Bear Stearns 1985 - 1990
Skills
Executive Compensation, Equity Compensation, Plan Design, Incentive Programs, Deferred Compensation, Acquisition Integration, Reward Strategy, Compensation Strategy, Human Capital Strategy, Mergers, Compensation Structure..., Executive Pay, Mergers & Acquisitions, Human Capital, Incentives, Employee Benefits, Corporate Governance, Compensation Structures, Business Planning, Strategy, Equities, Human Resources, Compensation & Benefit, Due Diligence, Restructuring, Governance, Organizational Design, Program Management, Change Management, Sales Compensation, Management, Job Evaluation, Leadership, Analysis, Performance Management, Consulting
Education
State University of New York at Albany
Bachelor's degree, Accounting and Business/Management
Vareo Advisors, LLC August 2013 - Present
Towers Watson January 2010 - August 2013
Watson Wyatt 2003 - December 2009
Towers Watson 1997 - 2003
Metropolitan Life Insurance Company 1991 - 1997
Turnaround Consultant 1989 - 1990
Bear Stearns 1985 - 1990
Skills
Executive Compensation, Equity Compensation, Plan Design, Incentive Programs, Deferred Compensation, Acquisition Integration, Reward Strategy, Compensation Strategy, Human Capital Strategy, Mergers, Compensation Structure..., Executive Pay, Mergers & Acquisitions, Human Capital, Incentives, Employee Benefits, Corporate Governance, Compensation Structures, Business Planning, Strategy, Equities, Human Resources, Compensation & Benefit, Due Diligence, Restructuring, Governance, Organizational Design, Program Management, Change Management, Sales Compensation, Management, Job Evaluation, Leadership, Analysis, Performance Management, Consulting
Education
State University of New York at Albany
Bachelor's degree, Accounting and Business/Management
Dena Milrod's Bear Stearns Experience 1997 - 1999
Job Project Manager/Business Analyst at HSBC
Industry Information Technology and Services
Experience
HSBC June 2010 - Present
ING Financial Services 2009 - June 2010
EDS 1999 - September 2009
ABN AMRO 2001 - 2003
ING Barings 2000 - 2001
ING 1999 - 2000
Bear Stearns 1997 - 1999
EDS 1991 - 1997
Skills
PMO, Banking, Leadership, Management, Project Delivery, Project Portfolio..., PMP, Requirements Analysis, Risk Management, SDLC, Software Development, Software Project..., Team Building
Education
University at Albany, SUNY 1989 — 1991
MBA, Management Information Systems
HSBC June 2010 - Present
ING Financial Services 2009 - June 2010
EDS 1999 - September 2009
ABN AMRO 2001 - 2003
ING Barings 2000 - 2001
ING 1999 - 2000
Bear Stearns 1997 - 1999
EDS 1991 - 1997
Skills
PMO, Banking, Leadership, Management, Project Delivery, Project Portfolio..., PMP, Requirements Analysis, Risk Management, SDLC, Software Development, Software Project..., Team Building
Education
University at Albany, SUNY 1989 — 1991
MBA, Management Information Systems
Aarti Kanodia's Bear Stearns Experience December 2006 - October 2008
Job Co Founder at Your Local Cousin
Industry Leisure, Travel & Tourism
Experience
Your Local Cousin January 2015 - Present
Dress Jack May 2014 - December 2014
Crispy Waffle & Frite, LLC. June 2011 - July 2013
Road Stoves June 2010 - September 2010
Bear Stearns December 2006 - October 2008
Financial Industry Regulatory Authority June 2004 - November 2006
Financial Industry Regulatory Authority (FINRA) June 2003 - August 2003
Scholastic June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Mergers, Business Strategy, Corporate Finance, Strategy, Competitive Analysis, Due Diligence, Venture Capital, Capital Markets, Entrepreneurship, Investment Banking, Investments, Mergers & Acquisitions, Marketing
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA), Marketing
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelor of Science (BS), Finance, General
Your Local Cousin January 2015 - Present
Dress Jack May 2014 - December 2014
Crispy Waffle & Frite, LLC. June 2011 - July 2013
Road Stoves June 2010 - September 2010
Bear Stearns December 2006 - October 2008
Financial Industry Regulatory Authority June 2004 - November 2006
Financial Industry Regulatory Authority (FINRA) June 2003 - August 2003
Scholastic June 2002 - August 2002
Merrill Lynch June 2001 - August 2001
Skills
Financial Modeling, Valuation, Private Equity, Financial Analysis, Mergers, Business Strategy, Corporate Finance, Strategy, Competitive Analysis, Due Diligence, Venture Capital, Capital Markets, Entrepreneurship, Investment Banking, Investments, Mergers & Acquisitions, Marketing
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
Master of Business Administration (MBA), Marketing
New York University - Leonard N. Stern School of Business 2000 — 2004
Bachelor of Science (BS), Finance, General
Dominique Cherebin's Bear Stearns Experience July 2007 - March 2008
Job Vice President at J.P. Morgan
Industry Capital Markets
Adam Lustig's Bear Stearns Experience Senior managing directorbear stearns1989 - Present
Job Senior Managing Director at Bear Stearns
Industry Financial Services
Experience
Bear Stearns Senior managing directorbear stearns1989 - Present
Education
University at Albany, SUNY 1984 — 1988
Bear Stearns Senior managing directorbear stearns1989 - Present
Education
University at Albany, SUNY 1984 — 1988
AL SUTTON's Bear Stearns Experience February 2005 - February 2008
Job Rcruiter at HSBC
Industry Information Technology and Services
Experience
Tech Exec Partners March 2008 - Present
Bear Stearns February 2005 - February 2008
Societe Generale February 2002 - February 2005
Bank of New York Mellon February 1999 - February 2002
HSBC January 1997 - February 1999
Education
University at Albany, SUNY 1985 — 1988
Tech Exec Partners March 2008 - Present
Bear Stearns February 2005 - February 2008
Societe Generale February 2002 - February 2005
Bank of New York Mellon February 1999 - February 2002
HSBC January 1997 - February 1999
Education
University at Albany, SUNY 1985 — 1988
Giuseppe Sidoti's Bear Stearns Experience June 2007 - June 2008
Job Vice President at JPMorgan Chase & Co
Industry Information Technology and Services
Experience
JPMorgan Chase July 2013 - Present
Citi July 2011 - July 2012
JPMorgan Chase June 2008 - July 2011
Bear Stearns June 2007 - June 2008
Skills
Equities, Fixed Income, Trading Systems, Web Development, User Interface, Business Analysis
Education
DeVry Institute of Technology 2001 — 2002
It diploma, Information Technology
Università per Stranieri di Perugia 1997 — 1999
JPMorgan Chase July 2013 - Present
Citi July 2011 - July 2012
JPMorgan Chase June 2008 - July 2011
Bear Stearns June 2007 - June 2008
Skills
Equities, Fixed Income, Trading Systems, Web Development, User Interface, Business Analysis
Education
DeVry Institute of Technology 2001 — 2002
It diploma, Information Technology
Università per Stranieri di Perugia 1997 — 1999
Wade Tornyos's Bear Stearns Experience June 2007 - March 2008
Job LOOP
Industry Oil & Energy
Experience
Louisiana Offshore Oil Port March 2013 - Present
JPMorgan Chase March 2008 - January 2011
Bear Stearns June 2007 - March 2008
Skills
Financial Modeling, Valuation
Education
Tulane University - A.B. Freeman School of Business 2005 — 2007
MBA, Finance
United States Naval Academy 1996 — 2000
BS, Engineering
Isidore Newman
Louisiana Offshore Oil Port March 2013 - Present
JPMorgan Chase March 2008 - January 2011
Bear Stearns June 2007 - March 2008
Skills
Financial Modeling, Valuation
Education
Tulane University - A.B. Freeman School of Business 2005 — 2007
MBA, Finance
United States Naval Academy 1996 — 2000
BS, Engineering
Isidore Newman
Stephen T. Skillman's Bear Stearns Experience August 2000 - June 2008
Job Director at Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup May 2009 - Present
Mayo Capital Partners LLC December 2008 - May 2009
Emergent Trading Solutions June 2008 - December 2008
Bear Stearns August 2000 - June 2008
Bear Stearns May 1999 - August 1999
Morgan Stanley Investment Management 1996 - 1998
The Ferrucci Company 1994 - 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Trinity College-Hartford 1989 — 1993
BA, English
Chestnut Hill Academy, Philadelphia, PA 1982 — 1989
High School
Citigroup May 2009 - Present
Mayo Capital Partners LLC December 2008 - May 2009
Emergent Trading Solutions June 2008 - December 2008
Bear Stearns August 2000 - June 2008
Bear Stearns May 1999 - August 1999
Morgan Stanley Investment Management 1996 - 1998
The Ferrucci Company 1994 - 1996
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 2000
MBA, Finance
Trinity College-Hartford 1989 — 1993
BA, English
Chestnut Hill Academy, Philadelphia, PA 1982 — 1989
High School
Craig O'Brien's Bear Stearns Experience August 2007 - June 2008
Job Vice President at Billtrust
Industry Information Technology and Services
Experience
Billtrust September 2012 - Present
Slalom Consulting April 2012 - Present
JPMorgan Chase June 2008 - August 2012
Bear Stearns August 2007 - June 2008
CheckFree Investment Services June 2004 - July 2007
Accenture 1996 - 2004
US Navy 1989 - 1996
Skills
Quality Assurance, Leadership, SDLC, Team Building, Change Management, Integration, Testing, Program Management, Billing Systems, Requirements Analysis, Agile Methodologies, Business Intelligence, Software Project..., Operations Management, Strategic Planning, Vendor Management, PMO, Team Leadership, Process Improvement, Management, Business Process..., Business Analysis, Strategy, IT Strategy, Management Consulting, CRM, Cross-functional Team..., Outsourcing
Education
Nuclear Power School 1990 — 1991
Nuclear engineering
United States Naval Academy 1985 — 1989
BS, Systems Engineering
Billtrust September 2012 - Present
Slalom Consulting April 2012 - Present
JPMorgan Chase June 2008 - August 2012
Bear Stearns August 2007 - June 2008
CheckFree Investment Services June 2004 - July 2007
Accenture 1996 - 2004
US Navy 1989 - 1996
Skills
Quality Assurance, Leadership, SDLC, Team Building, Change Management, Integration, Testing, Program Management, Billing Systems, Requirements Analysis, Agile Methodologies, Business Intelligence, Software Project..., Operations Management, Strategic Planning, Vendor Management, PMO, Team Leadership, Process Improvement, Management, Business Process..., Business Analysis, Strategy, IT Strategy, Management Consulting, CRM, Cross-functional Team..., Outsourcing
Education
Nuclear Power School 1990 — 1991
Nuclear engineering
United States Naval Academy 1985 — 1989
BS, Systems Engineering
Li Chang's Bear Stearns Experience June 2007 - June 2008
Job Senior Trader at Altum Capital Management
Industry Financial Services
Experience
Altum Capital Management March 2013 - Present
Paulson & Co September 2008 - March 2013
Bear Stearns June 2007 - June 2008
Citadel Investment Group August 2004 - August 2006
Morningstar June 1999 - August 2004
Skills
Trading, Fixed Income, Hedge Funds, Financial Engineering, Capital Markets, Asset Management, Valuation, Alternative Investments, Bloomberg, Financial Modeling, Investment Banking, Investments, Private Equity, Equity Research, Derivatives, Quantitative Finance, Emerging Markets, Electronic Trading, Risk Management, Corporate Finance
Education
University of Illinois at Chicago 2000 — 2004
Ph.D, Mathematics
Tsinghua University 1991 — 1996
B. Arch, Architecture
Altum Capital Management March 2013 - Present
Paulson & Co September 2008 - March 2013
Bear Stearns June 2007 - June 2008
Citadel Investment Group August 2004 - August 2006
Morningstar June 1999 - August 2004
Skills
Trading, Fixed Income, Hedge Funds, Financial Engineering, Capital Markets, Asset Management, Valuation, Alternative Investments, Bloomberg, Financial Modeling, Investment Banking, Investments, Private Equity, Equity Research, Derivatives, Quantitative Finance, Emerging Markets, Electronic Trading, Risk Management, Corporate Finance
Education
University of Illinois at Chicago 2000 — 2004
Ph.D, Mathematics
Tsinghua University 1991 — 1996
B. Arch, Architecture
aj cass's Bear Stearns Experience August 1989 - March 2008
Job md at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs June 2008 - Present
Bear Stearns August 1989 - March 2008
Education
Tulane University 1984 — 1988
BA
Goldman Sachs June 2008 - Present
Bear Stearns August 1989 - March 2008
Education
Tulane University 1984 — 1988
BA
Chesley Snider's Bear Stearns Experience 1998 - 2003
Job Vice President at CL King & Associates
Industry Financial Services
Experience
CL King & Associates 2007 - Present
Telsey Advisory Group 2006 - 2007
New Vernon Associates 2005 - 2006
Fulcrum Global Partners 2003 - 2004
Bear Stearns 1998 - 2003
Education
United States Naval Academy 1989 — 1993
BS, English
CL King & Associates 2007 - Present
Telsey Advisory Group 2006 - 2007
New Vernon Associates 2005 - 2006
Fulcrum Global Partners 2003 - 2004
Bear Stearns 1998 - 2003
Education
United States Naval Academy 1989 — 1993
BS, English
Bernadette Lake's Bear Stearns Experience July 1992 - June 2000
Job Executive Assistant at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company June 2000 - Present
Bear Stearns July 1992 - June 2000
Education
Union College 1981 — 1983
Fordham University at Lincoln Center
Computer Science, Mathematics
Jefferies & Company June 2000 - Present
Bear Stearns July 1992 - June 2000
Education
Union College 1981 — 1983
Fordham University at Lincoln Center
Computer Science, Mathematics
Aaron Terry's Bear Stearns Experience July 2006 - June 2008
Job Research Analyst at Kayne Anderson Capital Advisors
Industry Financial Services
Experience
Kayne Anderson Capital Advisors January 2011 - Present
UBS Investment Bank June 2010 - January 2011
Alvarez and Marsal June 2008 - June 2010
Bear Stearns July 2006 - June 2008
Ernst & Young July 2002 - July 2004
Arthur Andersen May 1999 - July 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Finance
University of Oklahoma 1994 — 1999
BBA, Accounting, Information Systems
Kayne Anderson Capital Advisors January 2011 - Present
UBS Investment Bank June 2010 - January 2011
Alvarez and Marsal June 2008 - June 2010
Bear Stearns July 2006 - June 2008
Ernst & Young July 2002 - July 2004
Arthur Andersen May 1999 - July 2002
Education
The University of Texas at Austin - Red McCombs School of Business 2004 — 2006
MBA, Finance
University of Oklahoma 1994 — 1999
BBA, Accounting, Information Systems
Trey Kerrigan's Bear Stearns Experience March 2004 - December 2007
Job Senior Developer at Cambium Learning Sopris
Industry Information Technology and Services
Experience
Cambium Learning Sopris February 2010 - Present
Bear Stearns March 2004 - December 2007
JPMorgan Chase 2001 - 2004
Skills
Java, XML, SQL Server, JavaScript, MySQL, jQuery, Web Applications, Databases, AJAX, Web Services, HTML, Front-end Development, CSS, Programming, SQL, J2EE, MVC, OOP, Hibernate, DHTML, Java Enterprise Edition, Microsoft SQL Server, Tomcat, JSON, Subversion, Mobile Applications
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Master of Business Administration (M.B.A.), 3.8, Dean's List, with Honors
The University of Texas at Dallas 1994 — 1998
BS, Computer Science
Cambium Learning Sopris February 2010 - Present
Bear Stearns March 2004 - December 2007
JPMorgan Chase 2001 - 2004
Skills
Java, XML, SQL Server, JavaScript, MySQL, jQuery, Web Applications, Databases, AJAX, Web Services, HTML, Front-end Development, CSS, Programming, SQL, J2EE, MVC, OOP, Hibernate, DHTML, Java Enterprise Edition, Microsoft SQL Server, Tomcat, JSON, Subversion, Mobile Applications
Education
The University of Texas at Austin - The Red McCombs School of Business 2011 — 2014
Master of Business Administration (M.B.A.), 3.8, Dean's List, with Honors
The University of Texas at Dallas 1994 — 1998
BS, Computer Science
Adam Lustig's Bear Stearns Experience October 1989 - June 2008
Job Equity Trader Energy
Industry Capital Markets
Experience
Raymond James August 2008 - Present
Bear Stearns October 1989 - June 2008
Education
University at Albany, SUNY 1984 — 1988
BS, Economics
Raymond James August 2008 - Present
Bear Stearns October 1989 - June 2008
Education
University at Albany, SUNY 1984 — 1988
BS, Economics
Lisa Quackenbush's Bear Stearns Experience September 1989 - February 1997
Job Partner at Odgers Berndtson
Industry Staffing and Recruiting
Experience
Odgers Berndtson March 2015 - Present
HQ Partners Executive Search February 2007 - March 2015
Deutsche Bank Securities February 1998 - February 2007
Bear Stearns September 1989 - February 1997
EF Hutton 1984 - 1987
Skills
Corporate Finance, Private Equity, Fixed Income, Valuation, Financial Services, Capital Markets, Structured Products, Investment Banking, Financial Modeling, Equities, Hedge Funds, Mergers & Acquisitions, Venture Capital, Investments, Bonds, Equity Derivatives, Restructuring, Asset Management, Securities, Financial Structuring, Electronic Trading, Alternative Investments, Credit Derivatives, Portfolio Management, Options, Derivatives, Securitization, Leveraged Finance, Asset Managment, Emerging Markets, Structured Finance, Trading, Bloomberg, Financial Markets, Series 7
Education
Tulane University 1980 — 1984
BS, Math
Odgers Berndtson March 2015 - Present
HQ Partners Executive Search February 2007 - March 2015
Deutsche Bank Securities February 1998 - February 2007
Bear Stearns September 1989 - February 1997
EF Hutton 1984 - 1987
Skills
Corporate Finance, Private Equity, Fixed Income, Valuation, Financial Services, Capital Markets, Structured Products, Investment Banking, Financial Modeling, Equities, Hedge Funds, Mergers & Acquisitions, Venture Capital, Investments, Bonds, Equity Derivatives, Restructuring, Asset Management, Securities, Financial Structuring, Electronic Trading, Alternative Investments, Credit Derivatives, Portfolio Management, Options, Derivatives, Securitization, Leveraged Finance, Asset Managment, Emerging Markets, Structured Finance, Trading, Bloomberg, Financial Markets, Series 7
Education
Tulane University 1980 — 1984
BS, Math
Ken Librot's Bear Stearns Experience 1984 - 2008
Job Executive Vice President at Bank of Montreal
Industry Banking
Experience
Bank of Montreal April 2013 - Present
Bank of Montreal August 2011 - April 2013
Citibank 2008 - 2010
Bear Stearns 1984 - 2008
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Union College
bachelors, economics
Bank of Montreal April 2013 - Present
Bank of Montreal August 2011 - April 2013
Citibank 2008 - 2010
Bear Stearns 1984 - 2008
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Union College
bachelors, economics
Derek Ahmann's Bear Stearns Experience January 2005 - May 2008
Job Managing Director at Guggenheim Securities, LLC
Industry Investment Banking
Experience
Guggenheim Securities, LLC June 2009 - Present
JP Morgan June 2008 - February 2009
Bear Stearns January 2005 - May 2008
Bear Stearns August 2001 - December 2004
State Street April 1996 - June 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Valuation, Capital Markets, High Yield, Hedge Funds, Equities, Fixed Income, Alternative Investments, Equity Research
Education
The University of Texas at Austin 1999 — 2001
MBA, Finance
Guggenheim Securities, LLC June 2009 - Present
JP Morgan June 2008 - February 2009
Bear Stearns January 2005 - May 2008
Bear Stearns August 2001 - December 2004
State Street April 1996 - June 1999
Skills
Investment Banking, Private Equity, Corporate Finance, Valuation, Capital Markets, High Yield, Hedge Funds, Equities, Fixed Income, Alternative Investments, Equity Research
Education
The University of Texas at Austin 1999 — 2001
MBA, Finance
Jason Koy's Bear Stearns Experience June 2006 - June 2008
Job Natural Gas Trader
Industry Utilities
Experience
Mercuria Energy Trading S.A. 2014 - Present
J.P. Morgan January 2013 - 2014
JP Morgan June 2008 - January 2013
Bear Stearns June 2006 - June 2008
Calpine June 2001 - June 2006
Skills
Commodity, Commodity Markets, Equities, Hedging, Trading, Derivatives, Options, Natural Gas, Valuation, Investment Banking, Risk Management, Financial Modeling, Hedge Funds, Proprietary Trading, Asset Management, Trading Systems, Swaps, FX Options, Capital Markets, Bloomberg, Fixed Income, Trading Strategies, Portfolio Management
Education
Trinity University 1997 — 2001
BS, Business
Mercuria Energy Trading S.A. 2014 - Present
J.P. Morgan January 2013 - 2014
JP Morgan June 2008 - January 2013
Bear Stearns June 2006 - June 2008
Calpine June 2001 - June 2006
Skills
Commodity, Commodity Markets, Equities, Hedging, Trading, Derivatives, Options, Natural Gas, Valuation, Investment Banking, Risk Management, Financial Modeling, Hedge Funds, Proprietary Trading, Asset Management, Trading Systems, Swaps, FX Options, Capital Markets, Bloomberg, Fixed Income, Trading Strategies, Portfolio Management
Education
Trinity University 1997 — 2001
BS, Business
Lance Wood's Bear Stearns Experience 2002 - 2003
Job Macquarie Securities San Francisco
Industry Capital Markets
Experience
Macquarie Bank July 2010 - Present
Leerink Swann August 2003 - April 2010
Bear Stearns 2002 - 2003
Robertson, Stephens & Company 1998 - 2002
PaineWebber 1993 - 1998
US Navy 1985 - 1993
Skills
Equities, Investment Banking, Management, Hedge Funds, Capital Markets, Equity Research, Equity Trading, Valuation, Bloomberg, Private Equity, Trading, Series 7
Education
United States Naval Academy 1985 — 1989
BS, Economics
Macquarie Bank July 2010 - Present
Leerink Swann August 2003 - April 2010
Bear Stearns 2002 - 2003
Robertson, Stephens & Company 1998 - 2002
PaineWebber 1993 - 1998
US Navy 1985 - 1993
Skills
Equities, Investment Banking, Management, Hedge Funds, Capital Markets, Equity Research, Equity Trading, Valuation, Bloomberg, Private Equity, Trading, Series 7
Education
United States Naval Academy 1985 — 1989
BS, Economics
Hoai Ngo's Bear Stearns Experience December 2001 - July 2006
Job
Industry Investment Management
Experience
RBS Greenwich Capital July 2006 - January 2008
Bear Stearns December 2001 - July 2006
JPMorgan May 1999 - November 2001
Skills
Equity Research, Investment Banking, High Yield, Fixed Income, Capital Markets, Equities, Financial Modeling, Investments, Trading, LBO, Mergers & Acquisitions, Credit Analysis, Credit, Securitization, Capital Structure, CDS
Education
Tulane University Law School 1995 — 1998
JD
University of California, San Diego 1990 — 1994
BA
RBS Greenwich Capital July 2006 - January 2008
Bear Stearns December 2001 - July 2006
JPMorgan May 1999 - November 2001
Skills
Equity Research, Investment Banking, High Yield, Fixed Income, Capital Markets, Equities, Financial Modeling, Investments, Trading, LBO, Mergers & Acquisitions, Credit Analysis, Credit, Securitization, Capital Structure, CDS
Education
Tulane University Law School 1995 — 1998
JD
University of California, San Diego 1990 — 1994
BA
Francesca Lieb's Bear Stearns Experience 1985 - 2003
Job Independent Consultant at Self Employed
Industry Financial Services
Experience
Self Employed January 2009 - Present
Peak Partners Geneva November 2007 - December 2008
CPIM November 2003 - January 2007
Cambridge Place Investment Management 2003 - 2007
Bear Stearns, London UK 1992 - 2003
Bear Stearns 1985 - 2003
Skills
Structured Finance, Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Investments, ABS, Structured Products, Private Equity, Investment Banking, Corporate Finance, Fund Of Funds, Credit, CMBS, Customer Relations, New Business Development, Mortgage, CDO, Due Diligence, Alternative Investments, Structuring, Financial Analysis, Wealth Management, Bonds, Cash Flow, Capital Markets, Derivatives, Financial Structuring, Valuation
Education
1981 — 1984
HEC, Economics and marketing
Self Employed January 2009 - Present
Peak Partners Geneva November 2007 - December 2008
CPIM November 2003 - January 2007
Cambridge Place Investment Management 2003 - 2007
Bear Stearns, London UK 1992 - 2003
Bear Stearns 1985 - 2003
Skills
Structured Finance, Portfolio Management, Hedge Funds, Fixed Income, Asset Management, Investments, ABS, Structured Products, Private Equity, Investment Banking, Corporate Finance, Fund Of Funds, Credit, CMBS, Customer Relations, New Business Development, Mortgage, CDO, Due Diligence, Alternative Investments, Structuring, Financial Analysis, Wealth Management, Bonds, Cash Flow, Capital Markets, Derivatives, Financial Structuring, Valuation
Education
1981 — 1984
HEC, Economics and marketing
Robert Durden's Bear Stearns Experience 2002 - 2008
Job Exec. Director (Mortgage Finance)
Industry Investment Banking
Experience
JP Morgan June 2008 - December 2014
Bear Stearns 2002 - 2008
Education
The University of Texas at Austin - Red McCombs School of Business
JP Morgan June 2008 - December 2014
Bear Stearns 2002 - 2008
Education
The University of Texas at Austin - Red McCombs School of Business
Errol McLaughlin's Bear Stearns Experience September 2006 - June 2008
Job Commercial Manager, Origination at BG Group
Industry Oil & Energy
Experience
BG Group September 2015 - Present
BG Group May 2015 - September 2015
BG Group May 2011 - May 2015
Glencore May 2009 - May 2011
JP Morgan June 2008 - March 2009
Bear Stearns September 2006 - June 2008
Allegro Development May 2005 - September 2006
Calpine December 2002 - May 2005
UBS Warburg Energy (Formerly Enron North America) February 2002 - December 2002
Enron December 1999 - February 2002
Skills
Risk Analytics, ETRM, Energy, Risk Management, Scheduling, Modeling, Endur, Derivatives, Natural Gas, Options, Trading Systems, Model Validation, Energy Trading, Process Scheduler, Commodity Markets, Valuation, V&V, Financial Risk, Hedging, Commodity, Trading, Market Risk, Financial Analysis, Finance, Swaps, VAR, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1995
BBA, Marketing, Finance
BG Group September 2015 - Present
BG Group May 2015 - September 2015
BG Group May 2011 - May 2015
Glencore May 2009 - May 2011
JP Morgan June 2008 - March 2009
Bear Stearns September 2006 - June 2008
Allegro Development May 2005 - September 2006
Calpine December 2002 - May 2005
UBS Warburg Energy (Formerly Enron North America) February 2002 - December 2002
Enron December 1999 - February 2002
Skills
Risk Analytics, ETRM, Energy, Risk Management, Scheduling, Modeling, Endur, Derivatives, Natural Gas, Options, Trading Systems, Model Validation, Energy Trading, Process Scheduler, Commodity Markets, Valuation, V&V, Financial Risk, Hedging, Commodity, Trading, Market Risk, Financial Analysis, Finance, Swaps, VAR, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1995
BBA, Marketing, Finance
Eduardo Canet's Bear Stearns Experience May 2007 - August 2007
Job International Financial Advisor at Merrill Lynch International Private Bank
Industry Financial Services
Experience
Merrill Lynch International Private Bank August 2013 - Present
Merrill Lynch March 2011 - November 2013
Infuse Commercial Capital Corporation August 2010 - February 2011
E*TRADE Financial November 2009 - February 2010
The Tennis Channel May 2009 - July 2009
South Gate Investments September 2008 - December 2008
Schonfeld Securities June 2008 - August 2008
Bear Stearns May 2007 - August 2007
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Equities, Bloomberg Terminal, Investments, Financial Analysis, Due Diligence, Fixed Income
Education
Trinity College-Hartford 2005 — 2009
BA, Economics
The Lawrenceville School
Merrill Lynch International Private Bank August 2013 - Present
Merrill Lynch March 2011 - November 2013
Infuse Commercial Capital Corporation August 2010 - February 2011
E*TRADE Financial November 2009 - February 2010
The Tennis Channel May 2009 - July 2009
South Gate Investments September 2008 - December 2008
Schonfeld Securities June 2008 - August 2008
Bear Stearns May 2007 - August 2007
Skills
Series 7, Series 66, Microsoft Excel, PowerPoint, Microsoft Word, Spanish, Equities, Bloomberg Terminal, Investments, Financial Analysis, Due Diligence, Fixed Income
Education
Trinity College-Hartford 2005 — 2009
BA, Economics
The Lawrenceville School
Ernest Almanza's Bear Stearns Experience January 1988 - January 2003
Job Teacher at Lexington City schools
Industry Education Management
Experience
Lexington City schools August 2004 - Present
Bear Stearns January 1988 - January 2003
US Army May 1982 - 1987
Education
United States Military Academy at West Point 1978 — 1982
engineering, economics/math
Lexington City schools August 2004 - Present
Bear Stearns January 1988 - January 2003
US Army May 1982 - 1987
Education
United States Military Academy at West Point 1978 — 1982
engineering, economics/math
Steven Killilea's Bear Stearns Experience August 2000 - February 2006
Job Managing Director at Bank of TokyoMitsubishi UFJ Healthcare Banking
Industry Banking
Experience
Bank of Tokyo-Mitsubishi UFJ July 2015 - Present
Royal Bank of Scotland May 2006 - June 2015
Bear Stearns August 2000 - February 2006
Chase Manhattan Corporation January 1994 - August 2000
Chemical Bank 1994 - 1996
Skills
High Yield, Leveraged Finance, Financial Structuring, Fixed Income, Private Equity, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Investment Banking, Capital Markets, LBO, Mergers & Acquisitions, Hedge Funds, Structured Finance, Finance, Corporate Finance, Equities
Education
Trinity College-Hartford 1990 — 1994
BA, Economics
Bank of Tokyo-Mitsubishi UFJ July 2015 - Present
Royal Bank of Scotland May 2006 - June 2015
Bear Stearns August 2000 - February 2006
Chase Manhattan Corporation January 1994 - August 2000
Chemical Bank 1994 - 1996
Skills
High Yield, Leveraged Finance, Financial Structuring, Fixed Income, Private Equity, Valuation, Financial Modeling, Due Diligence, Financial Analysis, Mergers, Investment Banking, Capital Markets, LBO, Mergers & Acquisitions, Hedge Funds, Structured Finance, Finance, Corporate Finance, Equities
Education
Trinity College-Hartford 1990 — 1994
BA, Economics
Jessica Gerth's Bear Stearns Experience June 2007 - June 2008
Job Vice President at BNP Paribas
Industry Financial Services
Experience
BNP Paribas March 2015 - Present
BNP Paribas March 2010 - March 2015
RBS Global Banking & Markets July 2008 - March 2010
Bear Stearns June 2007 - June 2008
U.S. Senate 2001 - 2002
Education
University of Pennsylvania 2003 — 2007
BA, Economics, Spanish
Universidad de Sevilla 2006 — 2006
Spanish
BNP Paribas March 2015 - Present
BNP Paribas March 2010 - March 2015
RBS Global Banking & Markets July 2008 - March 2010
Bear Stearns June 2007 - June 2008
U.S. Senate 2001 - 2002
Education
University of Pennsylvania 2003 — 2007
BA, Economics, Spanish
Universidad de Sevilla 2006 — 2006
Spanish
Jeff Bailin's Bear Stearns Experience 1985 - May 2008
Job Vice president Alternative Investment Services at The Bank of New York Mellon
Industry Investment Banking
Experience
The Bank of New York Mellon - BNY Mellon June 2011 - Present
JPMorgan June 2008 - December 2009
Bear Stearns 1985 - May 2008
Skills
Onboarding, Securities Lending, Corporate Actions, Financial Services, Equities, Alternative Investments, Capital Markets, Hedge Funds, Fixed Income, Securities, Prime Brokerage, Banking, Settlement, Series 7, Asset Management, Portfolio Management, Mutual Funds, Cash Management
Education
University at Albany, SUNY 1981 — 1985
Bachelor of Science, Business Administraton-Finance
The Bank of New York Mellon - BNY Mellon June 2011 - Present
JPMorgan June 2008 - December 2009
Bear Stearns 1985 - May 2008
Skills
Onboarding, Securities Lending, Corporate Actions, Financial Services, Equities, Alternative Investments, Capital Markets, Hedge Funds, Fixed Income, Securities, Prime Brokerage, Banking, Settlement, Series 7, Asset Management, Portfolio Management, Mutual Funds, Cash Management
Education
University at Albany, SUNY 1981 — 1985
Bachelor of Science, Business Administraton-Finance
Rob Silverman's Bear Stearns Experience 1996 - 2008
Job Managing Partner/Fund Manager at Barberry Rose Management
Industry Investment Management
Experience
Barberry Rose Management December 2012 - Present
barberry rose management 1996 - Present
Standard Bank January 2010 - December 2012
Millenium Management 2008 - 2009
Bear Stearns 1996 - 2008
Skills
Trading, Derivatives, Portfolio Management, FX trading, Fixed Income, Trading Systems, Hedge Funds, Banking, FX Spot, Foreign Exchange, Financial Markets, Capital Markets, Electronic Trading, Bloomberg, Investments, FX Swaps, Investment Banking, Financial Risk, Proprietary Trading, Options, Prime Brokerage, Valuation, Bonds, BARX, Real Estate Investor, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Fundraising, Property Management, Real Estate Financing
Education
University College London, U. of London 1987 — 1990
Bachelor of Science (BSc), Economics and Economic History
Barberry Rose Management December 2012 - Present
barberry rose management 1996 - Present
Standard Bank January 2010 - December 2012
Millenium Management 2008 - 2009
Bear Stearns 1996 - 2008
Skills
Trading, Derivatives, Portfolio Management, FX trading, Fixed Income, Trading Systems, Hedge Funds, Banking, FX Spot, Foreign Exchange, Financial Markets, Capital Markets, Electronic Trading, Bloomberg, Investments, FX Swaps, Investment Banking, Financial Risk, Proprietary Trading, Options, Prime Brokerage, Valuation, Bonds, BARX, Real Estate Investor, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Fundraising, Property Management, Real Estate Financing
Education
University College London, U. of London 1987 — 1990
Bachelor of Science (BSc), Economics and Economic History
Ches Snider, CFA's Bear Stearns Experience July 1998 - June 2003
Job Tocqueville Funds Senior Regional Sales Associate
Industry Financial Services
Experience
Tocqueville Asset Management November 2013 - Present
ENG LLC March 2012 - October 2013
Morgan Joseph Tri Artisan Partners August 2010 - December 2011
CL King & Associates March 2007 - August 2010
Telsey Advisory Group February 2006 - March 2007
New Vernon Associates January 2005 - February 2006
Bear Stearns July 1998 - June 2003
Education
United States Naval Academy 1989 — 1993
Bachelors of Science, English
Tocqueville Asset Management November 2013 - Present
ENG LLC March 2012 - October 2013
Morgan Joseph Tri Artisan Partners August 2010 - December 2011
CL King & Associates March 2007 - August 2010
Telsey Advisory Group February 2006 - March 2007
New Vernon Associates January 2005 - February 2006
Bear Stearns July 1998 - June 2003
Education
United States Naval Academy 1989 — 1993
Bachelors of Science, English
Joshua Danziger's Bear Stearns Experience May 2005 - June 2008
Job Software Engineer at Google
Industry Computer Software
Dana Herrman's Bear Stearns Experience 1994 - 2008
Job Director at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein July 2008 - Present
Bear Stearns 1994 - 2008
Education
Tufts University 1987 — 1991
BS
Sanford C. Bernstein July 2008 - Present
Bear Stearns 1994 - 2008
Education
Tufts University 1987 — 1991
BS
Jayme Fagas's Bear Stearns Experience July 1995 - June 2008
Job Global Head, Evaluated Pricing at Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters September 2009 - Present
JP Morgan Chase June 2008 - September 2009
Bear Stearns July 1995 - June 2008
Education
Union College
BS, Biology
Thomson Reuters September 2009 - Present
JP Morgan Chase June 2008 - September 2009
Bear Stearns July 1995 - June 2008
Education
Union College
BS, Biology
Christina House's Bear Stearns Experience February 1999 - June 2005
Job Project Management Sr. at Freddie Mac
Industry Banking
Experience
Freddie Mac March 2012 - Present
Morgan Stanley Smith Barney August 2009 - June 2011
Goldman Sachs July 2005 - December 2007
Bear Stearns February 1999 - June 2005
Education
Thunderbird School of Global Management 1996 — 1998
MBA
Virginia Polytechnic Institute and State University 1989 — 1993
B.A., Economics, International Studies
Freddie Mac March 2012 - Present
Morgan Stanley Smith Barney August 2009 - June 2011
Goldman Sachs July 2005 - December 2007
Bear Stearns February 1999 - June 2005
Education
Thunderbird School of Global Management 1996 — 1998
MBA
Virginia Polytechnic Institute and State University 1989 — 1993
B.A., Economics, International Studies
Ana Bandini's Bear Stearns Experience January 2001 - June 2007
Job Project Manager at Gensler
Industry Architecture & Planning
Experience
Gensler January 2015 - Present
Gensler January 2015 - Present
TPG Architecture March 2011 - December 2014
HLW International LLP July 2008 - March 2011
NELSON June 2007 - July 2008
Bear Stearns January 2001 - June 2007
Skills
Renovation, Construction Documents, Construction Management, Architecture, Construction, AutoCAD
Education
Universidade Presbiteriana Mackenzie 1993 — 1998
Bachelor, Architecture and Urban Planning
Universidade Presbiteriana Mackenzie 1991 — 1998
Bachelor, Architecture
Gensler January 2015 - Present
Gensler January 2015 - Present
TPG Architecture March 2011 - December 2014
HLW International LLP July 2008 - March 2011
NELSON June 2007 - July 2008
Bear Stearns January 2001 - June 2007
Skills
Renovation, Construction Documents, Construction Management, Architecture, Construction, AutoCAD
Education
Universidade Presbiteriana Mackenzie 1993 — 1998
Bachelor, Architecture and Urban Planning
Universidade Presbiteriana Mackenzie 1991 — 1998
Bachelor, Architecture
Payal Maniar's Bear Stearns Experience May 2002 - May 2006
Job Senior Specialist Enterprise Growth and Strategy at Accenture
Industry Management Consulting
Experience
Accenture August 2012 - Present
Accenture August 2008 - February 2011
Bear Stearns May 2002 - May 2006
Skills
Management Consulting, Business Strategy, Business Analysis, Financial Modeling, Program Management, Change Management, Corporate Development, Business Transformation, Operating Models, Project Management, Due Diligence, Integration, Business Process Design, Business Process..., Organizational Design, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Finance and Real Estate
The University of Texas at Austin 1998 — 2002
Bachelor of Science (BS), Chemical Engineering
Accenture August 2012 - Present
Accenture August 2008 - February 2011
Bear Stearns May 2002 - May 2006
Skills
Management Consulting, Business Strategy, Business Analysis, Financial Modeling, Program Management, Change Management, Corporate Development, Business Transformation, Operating Models, Project Management, Due Diligence, Integration, Business Process Design, Business Process..., Organizational Design, Strategic Planning
Education
University of Pennsylvania - The Wharton School 2006 — 2008
Master of Business Administration (MBA), Finance and Real Estate
The University of Texas at Austin 1998 — 2002
Bachelor of Science (BS), Chemical Engineering
Benjamin Lander's Bear Stearns Experience 2007 - 2008
Job MBS Sales
Industry Investment Banking
Experience
Amherst Securities Group July 2011 - Present
Lone Star Funds/Hudson Advisors March 2010 - July 2011
JP Morgan March 2008 - February 2010
Bear Stearns 2007 - 2008
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters in Finance, Finance
Amherst Securities Group July 2011 - Present
Lone Star Funds/Hudson Advisors March 2010 - July 2011
JP Morgan March 2008 - February 2010
Bear Stearns 2007 - 2008
Education
Tulane University - A.B. Freeman School of Business 2006 — 2007
Masters in Finance, Finance
David Bitterman's Bear Stearns Experience 1996 - 2000
Job Managing Director at Huron Consulting Group
Industry Management Consulting
Experience
Huron Consulting Group January 2009 - Present
Deutsche Bank Securities 2000 - 2008
Bear Stearns 1996 - 2000
Skills
Private Equity, LBO, Hedge Funds, Fixed Income, Financial Modeling, Leveraged Finance, Equities, Mergers, Alternative Investments, Structured Finance
Education
NYU Stern School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Tufts University 1982 — 1986
Bachelor of Arts (B.A.), International Relations and Affairs
Huron Consulting Group January 2009 - Present
Deutsche Bank Securities 2000 - 2008
Bear Stearns 1996 - 2000
Skills
Private Equity, LBO, Hedge Funds, Fixed Income, Financial Modeling, Leveraged Finance, Equities, Mergers, Alternative Investments, Structured Finance
Education
NYU Stern School of Business 1988 — 1990
Master of Business Administration (MBA), Finance, General
Tufts University 1982 — 1986
Bachelor of Arts (B.A.), International Relations and Affairs
Jeremy Perelman's Bear Stearns Experience June 2000 - November 2001
Job Partner at J. Goldman & Co.
Industry Investment Management
Experience
J. Goldman & Co. November 2001 - Present
Bear Stearns June 2000 - November 2001
Education
Tulane University 1996 — 2000
B.A., Political Economy
J. Goldman & Co. November 2001 - Present
Bear Stearns June 2000 - November 2001
Education
Tulane University 1996 — 2000
B.A., Political Economy
Edward Sasinowski's Bear Stearns Experience July 2005 - June 2007
Job Vice President, Account Manager at PIMCO
Industry Investment Management
Experience
PIMCO August 2011 - Present
Deloitte Consulting June 2010 - August 2010
Barclays Capital June 2007 - October 2008
Bear Stearns July 2005 - June 2007
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Finance, Economics
Yale University 2001 — 2005
BA, Economics
PIMCO August 2011 - Present
Deloitte Consulting June 2010 - August 2010
Barclays Capital June 2007 - October 2008
Bear Stearns July 2005 - June 2007
Education
University of California, Los Angeles - The Anderson School of Management 2009 — 2011
MBA, Finance, Economics
Yale University 2001 — 2005
BA, Economics
Will Corey's Bear Stearns Experience 1998 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
Highbridge Capital Management 2007 - 2010
Highbridge Capital Management 2004 - 2007
Highbridge Capital Management 2000 - 2004
Bear Stearns 1998 - 2000
Education
Tulane University
Highbridge Capital Management 2007 - 2010
Highbridge Capital Management 2004 - 2007
Highbridge Capital Management 2000 - 2004
Bear Stearns 1998 - 2000
Education
Tulane University
Fengsuo Zhou's Bear Stearns Experience August 1998 - March 2001
Job Director of Portfolio Oversight at AXA Rosenberg
Industry Investment Management
Experience
AXA Rosenberg March 2001 - Present
Bear Stearns August 1998 - March 2001
Education
The University of Chicago 1996 — 1998
MBA, Analytic Finance, accounting
Tsinghua University 1985 — 1991
Physics
AXA Rosenberg March 2001 - Present
Bear Stearns August 1998 - March 2001
Education
The University of Chicago 1996 — 1998
MBA, Analytic Finance, accounting
Tsinghua University 1985 — 1991
Physics
Manuel Cadarso's Bear Stearns Experience August 2001 - August 2007
Job HSBC Bank USA
Industry Financial Services
Experience
HSBC August 2007 - Present
Bear Stearns August 2001 - August 2007
Bankers Trust 1996 - 1999
Education
UCLA Anderson School of Management 1999 — 2001
MBA
University of California, Berkeley, Haas School of Business 1992 — 1996
B.S, Business Adminstration
HSBC August 2007 - Present
Bear Stearns August 2001 - August 2007
Bankers Trust 1996 - 1999
Education
UCLA Anderson School of Management 1999 — 2001
MBA
University of California, Berkeley, Haas School of Business 1992 — 1996
B.S, Business Adminstration
Brian Hicks's Bear Stearns Experience November 2004 - July 2005
Job SVP Equity Sales at Raymond James
Industry Financial Services
Experience
MKM Partners May 2014 - September 2014
Northwestern Mutual May 2013 - May 2014
MKM Partners April 2010 - November 2013
CIBC/Oppenheimer Holdings & Company October 2006 - April 2010
AURARIAN CAPITAL MANAGEMENT, LLC August 2005 - September 2006
Bear Stearns November 2004 - July 2005
Schwab Soundview Capital Markets July 2003 - July 2004
OTC Trading January 1996 - January 2003
Education
University of Connecticut
Master of Business Administration
University at Albany, SUNY
Bachelor of Business Administration
MKM Partners May 2014 - September 2014
Northwestern Mutual May 2013 - May 2014
MKM Partners April 2010 - November 2013
CIBC/Oppenheimer Holdings & Company October 2006 - April 2010
AURARIAN CAPITAL MANAGEMENT, LLC August 2005 - September 2006
Bear Stearns November 2004 - July 2005
Schwab Soundview Capital Markets July 2003 - July 2004
OTC Trading January 1996 - January 2003
Education
University of Connecticut
Master of Business Administration
University at Albany, SUNY
Bachelor of Business Administration
Chris Bowstead's Bear Stearns Experience November 2001 - May 2003
Job
Industry Financial Services
Experience
JPMorgan Chase June 2012 - Present
Cerberus Capital Management August 2008 - June 2012
Serengeti Asset Management August 2007 - May 2008
Ramius Capital Group March 2005 - August 2007
FFTW June 2003 - March 2005
Bear Stearns November 2001 - May 2003
Skills
Microsoft Excel, Fixed Income, Hedge Funds, Microsoft Word, PowerPoint, Portfolio Management, Microsoft Office, Customer Service, Equities, Bloomberg
Education
Tulane University 1997 — 2001
Bachelor of Science in Management, Major: Finance Minor: Psychology
JPMorgan Chase June 2012 - Present
Cerberus Capital Management August 2008 - June 2012
Serengeti Asset Management August 2007 - May 2008
Ramius Capital Group March 2005 - August 2007
FFTW June 2003 - March 2005
Bear Stearns November 2001 - May 2003
Skills
Microsoft Excel, Fixed Income, Hedge Funds, Microsoft Word, PowerPoint, Portfolio Management, Microsoft Office, Customer Service, Equities, Bloomberg
Education
Tulane University 1997 — 2001
Bachelor of Science in Management, Major: Finance Minor: Psychology
Catalina Busch's Bear Stearns Experience December 2001 - April 2005
Job Managing Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. January 2014 - Present
Oppenheimer & Co. January 2013 - Present
Oppenheimer & Co. April 2005 - December 2012
Bear Stearns December 2001 - April 2005
Grupo Sama October 1999 - December 2001
Skills
Fixed Income, Emerging Markets
Education
Harvard Kennedy School of Government 2013 — 2013
Women & Power
Universidad de Costa Rica 1994 — 2000
Licenciate, Finances
Oppenheimer & Co. January 2014 - Present
Oppenheimer & Co. January 2013 - Present
Oppenheimer & Co. April 2005 - December 2012
Bear Stearns December 2001 - April 2005
Grupo Sama October 1999 - December 2001
Skills
Fixed Income, Emerging Markets
Education
Harvard Kennedy School of Government 2013 — 2013
Women & Power
Universidad de Costa Rica 1994 — 2000
Licenciate, Finances
Andrew Kule's Bear Stearns Experience 1996 - 1998
Job Senior Analyst at Mark Asset Management
Industry Investment Management
Experience
Locksmith Capital Advisors May 2011 - February 2013
Prentice Capital Management, LP 2009 - 2009
JL Advisors LLC 2002 - 2008
Salomon Smith Barney Inc. 1998 - 2002
Bear Stearns 1996 - 1998
Moore Capital Management 1994 - 1996
Cowen and Company June 1993 - August 1993
Cowen and Company June 1992 - August 1992
Cowen and Company June 1991 - August 1991
Education
Tulane University - A.B. Freeman School of Business 1990 — 1994
BSM
The Ramaz School 1986 — 1990
Locksmith Capital Advisors May 2011 - February 2013
Prentice Capital Management, LP 2009 - 2009
JL Advisors LLC 2002 - 2008
Salomon Smith Barney Inc. 1998 - 2002
Bear Stearns 1996 - 1998
Moore Capital Management 1994 - 1996
Cowen and Company June 1993 - August 1993
Cowen and Company June 1992 - August 1992
Cowen and Company June 1991 - August 1991
Education
Tulane University - A.B. Freeman School of Business 1990 — 1994
BSM
The Ramaz School 1986 — 1990
Randy Burke's Bear Stearns Experience July 2007 - July 2008
Job Director, Agency Mortgage Trading at Amherst Pierpont Securities
Industry Financial Services
Experience
Amherst Pierpont Securities February 2015 - Present
CRT Capital Group December 2010 - February 2015
RBS Global Banking & Markets August 2008 - November 2010
Bear Stearns July 2007 - July 2008
Goldman Sachs June 2006 - August 2006
Education
Union College 2003 — 2007
B.A., Political Science
Garden City Senior High School 1999 — 2003
Amherst Pierpont Securities February 2015 - Present
CRT Capital Group December 2010 - February 2015
RBS Global Banking & Markets August 2008 - November 2010
Bear Stearns July 2007 - July 2008
Goldman Sachs June 2006 - August 2006
Education
Union College 2003 — 2007
B.A., Political Science
Garden City Senior High School 1999 — 2003
Jerome Shapiro's Bear Stearns Experience November 2003 - June 2006
Job Managing Director at Black Diamond Capital Management, LLC
Industry Investment Management
Experience
Black Diamond June 2014 - Present
One William Street Capital June 2008 - March 2014
Merrill Lynch June 2006 - June 2008
Bear Stearns November 2003 - June 2006
Skills
Structured Finance, Investments, Loans, ABS, Financial Structuring, Mortgage Lending, Strategic Planning, CMBS, Capital Markets
Education
Tufts University 1999 — 2003
Bachelors of Science, Mathematics
Baldwin Senior High School 1995 — 1999
Black Diamond June 2014 - Present
One William Street Capital June 2008 - March 2014
Merrill Lynch June 2006 - June 2008
Bear Stearns November 2003 - June 2006
Skills
Structured Finance, Investments, Loans, ABS, Financial Structuring, Mortgage Lending, Strategic Planning, CMBS, Capital Markets
Education
Tufts University 1999 — 2003
Bachelors of Science, Mathematics
Baldwin Senior High School 1995 — 1999
Kim Kohler's Bear Stearns Experience January 2001 - March 2006
Job Administrative Assistant at Donray Printing
Industry Printing
Experience
Donray Printing April 2006 - Present
Bear Stearns January 2001 - March 2006
Skills
Digital Printing, Direct Mail, Graphic Design, Photoshop, Illustrator, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Strategy, Advertising, Packaging, Customer Service, Marketing, Administrative..., Adobe Creative Suite, QuarkXPress, InDesign, Mac, Adobe Acrobat
Education
Thomas Edison State College 2014 — 2018
Bachelor of Fine Arts (B.F.A.), Sophmore
William Paterson University of New Jersey
Donray Printing April 2006 - Present
Bear Stearns January 2001 - March 2006
Skills
Digital Printing, Direct Mail, Graphic Design, Photoshop, Illustrator, Microsoft Office, Microsoft Excel, Microsoft Word, Marketing Strategy, Advertising, Packaging, Customer Service, Marketing, Administrative..., Adobe Creative Suite, QuarkXPress, InDesign, Mac, Adobe Acrobat
Education
Thomas Edison State College 2014 — 2018
Bachelor of Fine Arts (B.F.A.), Sophmore
William Paterson University of New Jersey
Ed Harelik's Bear Stearns Experience 1986 - 1987
Job Managing Director at Paulson Investment Company
Industry Financial Services
Experience
Paulson Investment Company August 2014 - Present
Esposito Global November 2011 - June 2014
Pacific Growth Equities 1999 - 2003
Southwest Securities 1996 - 1999
Alex Brown & Sons, Inc. 1987 - 1988
Bear Stearns 1986 - 1987
Skills
Investments, Equities, Microsoft Excel, Financial Modeling, Portfolio Management, Series 7, Asset Management, Fixed Income, Sales, Equity Research, Securities, Financial Analysis, Bloomberg, Alternative Investments, Capital Markets, Hedge Funds, Series 63, Institutional Sales, Bonds
Education
The University of Texas at Austin 1978 — 1982
Latin American Studies
Paulson Investment Company August 2014 - Present
Esposito Global November 2011 - June 2014
Pacific Growth Equities 1999 - 2003
Southwest Securities 1996 - 1999
Alex Brown & Sons, Inc. 1987 - 1988
Bear Stearns 1986 - 1987
Skills
Investments, Equities, Microsoft Excel, Financial Modeling, Portfolio Management, Series 7, Asset Management, Fixed Income, Sales, Equity Research, Securities, Financial Analysis, Bloomberg, Alternative Investments, Capital Markets, Hedge Funds, Series 63, Institutional Sales, Bonds
Education
The University of Texas at Austin 1978 — 1982
Latin American Studies
Steven Waldemore's Bear Stearns Experience July 2007 - May 2008
Job Associate at Altum Capital Management, LLC
Industry Financial Services
Experience
Altum Capital Management, LLC April 2013 - Present
JPMorgan Chase May 2008 - April 2013
Bear Stearns July 2007 - May 2008
Education
Tulane University 2003 — 2007
Bachelor of Science (BS), Finance and Management
Altum Capital Management, LLC April 2013 - Present
JPMorgan Chase May 2008 - April 2013
Bear Stearns July 2007 - May 2008
Education
Tulane University 2003 — 2007
Bachelor of Science (BS), Finance and Management
Pepper Anderson's Bear Stearns Experience November 1993 - November 1994
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 1997 - Present
UBS July 1996 - April 1997
Meredith Martin & Kaye November 1994 - July 1996
Bear Stearns November 1993 - November 1994
Education
Tulane University 1989 — 1993
Bachelor of Arts (B.A.), Latin American Studies
J.P. Morgan April 1997 - Present
UBS July 1996 - April 1997
Meredith Martin & Kaye November 1994 - July 1996
Bear Stearns November 1993 - November 1994
Education
Tulane University 1989 — 1993
Bachelor of Arts (B.A.), Latin American Studies
Scott McKay's Bear Stearns Experience June 2006 - May 2008
Job CLO / Leveraged Loan Portfolio Manager at Littlejohn & Co
Industry Financial Services
Experience
Littlejohn & Co February 2015 - Present
Redan Park Asset Management April 2013 - January 2015
Doral Leveraged Asset Management (Doral Bank) June 2009 - April 2013
Rothschild May 2008 - June 2009
Bear Stearns June 2006 - May 2008
United States Air Force May 2001 - May 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking, Portfolio Management, Investment Banking, Finance, Corporate Finance, Leveraged Finance, Fixed Income, Financial Analysis, Capital Markets, Valuation, Investments, Financial Modeling, Asset Management, Management
Education
University of Southern California - Marshall School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
United States Air Force Academy 1996 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Bellarmine College Prep 1992 — 1996
Littlejohn & Co February 2015 - Present
Redan Park Asset Management April 2013 - January 2015
Doral Leveraged Asset Management (Doral Bank) June 2009 - April 2013
Rothschild May 2008 - June 2009
Bear Stearns June 2006 - May 2008
United States Air Force May 2001 - May 2006
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, English, Windows, Outlook, Public Speaking, Portfolio Management, Investment Banking, Finance, Corporate Finance, Leveraged Finance, Fixed Income, Financial Analysis, Capital Markets, Valuation, Investments, Financial Modeling, Asset Management, Management
Education
University of Southern California - Marshall School of Business 2003 — 2005
Master of Business Administration (MBA), Accounting and Finance
United States Air Force Academy 1996 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Bellarmine College Prep 1992 — 1996
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS