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
Amer Zafar Amer Zafar's Bear Stearns Experience March 1999 - September 1999
Job BlueBerryBin
Industry Internet
Experience
BlueBerryBin, LLC September 2013 - Present
Right Petroleum January 2009 - September 2011
Green Valley funding January 2004 - December 2008
J.P. Morgan April 2002 - November 2003
Bear Stearns March 1999 - September 1999
Skills
Maanagement of..., Business Strategy, Management Consulting, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Business Planning, Start-ups, Budgets, Financial Reporting, Due Diligence, Corporate Finance, Management, Change Management, Strategy, Entrepreneurship, Small Business, Business Development, Project Management, E-commerce Consulting, Social Media Marketing, Petroleum Economics, Petroleum, Petroleum Refining, E-commerce, Marketing, Executive Management, Strategic Partnerships, Venture Capital, Social Media
Education
University of California, Berkeley 1996 — 2000
Economics, Management Sciences and Quantitative Methods
Government college Sahiwal, Pakistan
BlueBerryBin, LLC September 2013 - Present
Right Petroleum January 2009 - September 2011
Green Valley funding January 2004 - December 2008
J.P. Morgan April 2002 - November 2003
Bear Stearns March 1999 - September 1999
Skills
Maanagement of..., Business Strategy, Management Consulting, Mergers & Acquisitions, Strategic Planning, Financial Analysis, Business Planning, Start-ups, Budgets, Financial Reporting, Due Diligence, Corporate Finance, Management, Change Management, Strategy, Entrepreneurship, Small Business, Business Development, Project Management, E-commerce Consulting, Social Media Marketing, Petroleum Economics, Petroleum, Petroleum Refining, E-commerce, Marketing, Executive Management, Strategic Partnerships, Venture Capital, Social Media
Education
University of California, Berkeley 1996 — 2000
Economics, Management Sciences and Quantitative Methods
Government college Sahiwal, Pakistan
Gregory Ebeyer Gregory Ebeyer's Bear Stearns Experience August 1999 - February 2003
Job Wealth Management Advisor at TIAACREF
Industry Financial Services
Experience
TIAA-CREF October 2013 - Present
Northwestern Mutual August 2012 - October 2013
Harbert Management Corporation January 2008 - September 2011
Angelo, Gordon & Co. February 2003 - December 2007
Bear Stearns August 1999 - February 2003
Education
SUNY at Buffalo 1995 — 1999
BS Business Administration
TIAA-CREF October 2013 - Present
Northwestern Mutual August 2012 - October 2013
Harbert Management Corporation January 2008 - September 2011
Angelo, Gordon & Co. February 2003 - December 2007
Bear Stearns August 1999 - February 2003
Education
SUNY at Buffalo 1995 — 1999
BS Business Administration
Jeffrey S. Fortgang Jeffrey S. Fortgang's Bear Stearns Experience April 1995 - June 2008
Job Managing Director High Yield Sales at Bank of America
Industry Investment Banking
Experience
Bank of America August 2008 - Present
Bank of America August 2008 - September 2011
Bear Stearns April 1995 - June 2008
Lehman Brothers 1992 - 1995
Skills
Fixed Income, High Yield, Investment Banking, Bonds, Credit Derivatives, Investments, Series 7
Education
State University of New York at Albany 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Bank of America August 2008 - Present
Bank of America August 2008 - September 2011
Bear Stearns April 1995 - June 2008
Lehman Brothers 1992 - 1995
Skills
Fixed Income, High Yield, Investment Banking, Bonds, Credit Derivatives, Investments, Series 7
Education
State University of New York at Albany 1981 — 1985
Bachelor of Business Administration (B.B.A.), Finance, General
Chris Hopkins Chris Hopkins's Bear Stearns Experience 2007 - 2009
Job International Treasury and Cash Management Solutions
Industry Financial Services
Experience
Western Union Business Solutions 2009 - Present
AFP of Atlanta 2012 - Present
Netherlands American Chamber of Commerce for the Southeastern US 2011 - Present
Bear Stearns 2007 - 2009
SouthStar Funding 2003 - 2007
XO Communications 2000 - 2003
Skills
FX Hedging, Foreign Exchange..., Payments, Payment Solutions, Payment Systems, International Business, Capital Markets, Fixed Income Products, New Business Development, Business Analysis, Online Marketing, Accounts Receivable, Fixed Income, Credit Analysis, Banking, Risk Management, Loans, Derivatives, Sales Management, Investment Banking, Finance, Cash Management, Relationship Management, Management, Financial Analysis, Financial Services, FX Options, Investments, Trading, Equities, Financial Risk, Credit Risk, Business Development, Asset Management, Analysis, Treasury, Portfolio Management, Financial Markets, Hedging, Credit, Strategic Financial..., Funding, Treasury Management, Managerial Finance, Corporate Finance, Securities, Executive Management, Mergers & Acquisitions, Options, Financial Modeling
Education
University of Alabama 1996 — 2000
BS, Financial Planning
Western Union Business Solutions 2009 - Present
AFP of Atlanta 2012 - Present
Netherlands American Chamber of Commerce for the Southeastern US 2011 - Present
Bear Stearns 2007 - 2009
SouthStar Funding 2003 - 2007
XO Communications 2000 - 2003
Skills
FX Hedging, Foreign Exchange..., Payments, Payment Solutions, Payment Systems, International Business, Capital Markets, Fixed Income Products, New Business Development, Business Analysis, Online Marketing, Accounts Receivable, Fixed Income, Credit Analysis, Banking, Risk Management, Loans, Derivatives, Sales Management, Investment Banking, Finance, Cash Management, Relationship Management, Management, Financial Analysis, Financial Services, FX Options, Investments, Trading, Equities, Financial Risk, Credit Risk, Business Development, Asset Management, Analysis, Treasury, Portfolio Management, Financial Markets, Hedging, Credit, Strategic Financial..., Funding, Treasury Management, Managerial Finance, Corporate Finance, Securities, Executive Management, Mergers & Acquisitions, Options, Financial Modeling
Education
University of Alabama 1996 — 2000
BS, Financial Planning
Alison Ball Alison Ball's Bear Stearns Experience 2006 - 2008
Job Presentation Consultant / Production Coordinator
Industry Entertainment
Experience
Self-employed 2010 - Present
Mark Laita Photography February 2013 - May 2015
Selling Religion, web series March 2013 - December 2014
Oaktree Capital Management November 2013 - February 2014
Avenue Capital Group June 2013 - October 2013
Thomson Reuters Elite 2011 - 2013
Fine Arts Services 2011 - 2012
Bear Stearns 2006 - 2008
Armani Exchange 2002 - 2003
Lehman Brothers 1999 - 2000
Skills
PowerPoint, Microsoft Excel, Microsoft Office, FileMaker, Word Processing, Short Films, Video Production, Film Production, Commercials, Acting, Post Production, Comedy, Feature Films, Film, Casting, Drama, Scripting, Office Management, Video, Presentation Design, Screenwriting, Entertainment, Quicken, Visio
Education
Howard Fine Acting Studio 2003 — 2004
Acting
HB Studio 1999 — 2002
Acting
State University of New York at Buffalo
Bachelor’s Degree, Sociology
Self-employed 2010 - Present
Mark Laita Photography February 2013 - May 2015
Selling Religion, web series March 2013 - December 2014
Oaktree Capital Management November 2013 - February 2014
Avenue Capital Group June 2013 - October 2013
Thomson Reuters Elite 2011 - 2013
Fine Arts Services 2011 - 2012
Bear Stearns 2006 - 2008
Armani Exchange 2002 - 2003
Lehman Brothers 1999 - 2000
Skills
PowerPoint, Microsoft Excel, Microsoft Office, FileMaker, Word Processing, Short Films, Video Production, Film Production, Commercials, Acting, Post Production, Comedy, Feature Films, Film, Casting, Drama, Scripting, Office Management, Video, Presentation Design, Screenwriting, Entertainment, Quicken, Visio
Education
Howard Fine Acting Studio 2003 — 2004
Acting
HB Studio 1999 — 2002
Acting
State University of New York at Buffalo
Bachelor’s Degree, Sociology
Suzanne Greub Suzanne Greub's Bear Stearns Experience 1992 - 1999
Job Project Manager & Event Planner at Rock Solid Meetings and Events
Industry Events Services
Experience
Rock Solid Meetings and Events 2013 - Present
Biz Kid$ LLP 2010 - 2012
Delafield Hambrecht 2004 - 2006
Bank of America 2001 - 2004
Bear Stearns 1992 - 1999
Trading 1988 - 1992
World Aircraft Exchange 1985 - 1989
Pacific Coast Stock Exchange 1985 - 1987
Skills
Film Production, Research, Public Relations, Asset Managment, Portfolio Management, Stock Market Analysis, Communication, Writing, Video Production, Marketing, Project Management, Product Marketing, Event Planning, Corporate Events, Salesforce.com, Strategic Partnerships, Asset Management, Equity Research, Hedge Funds, Entrepreneurship
Education
University of California, Santa Barbara 1981 — 1985
BA, Psychology - Business & Economics Internship
Seattle Film Institute 2010 — 2012
Film & Documentary Production
Rock Solid Meetings and Events 2013 - Present
Biz Kid$ LLP 2010 - 2012
Delafield Hambrecht 2004 - 2006
Bank of America 2001 - 2004
Bear Stearns 1992 - 1999
Trading 1988 - 1992
World Aircraft Exchange 1985 - 1989
Pacific Coast Stock Exchange 1985 - 1987
Skills
Film Production, Research, Public Relations, Asset Managment, Portfolio Management, Stock Market Analysis, Communication, Writing, Video Production, Marketing, Project Management, Product Marketing, Event Planning, Corporate Events, Salesforce.com, Strategic Partnerships, Asset Management, Equity Research, Hedge Funds, Entrepreneurship
Education
University of California, Santa Barbara 1981 — 1985
BA, Psychology - Business & Economics Internship
Seattle Film Institute 2010 — 2012
Film & Documentary Production
Barbara Giammona Barbara Giammona's Bear Stearns Experience December 1995 - May 1998
Job Senior Manager Technical Publications & Communications, Schneider Electric Process Automation
Industry Writing and Editing
Experience
Schneider Electric Process Automation (formerly Invensys) 2008 - Present
Society for Technical Communication 2007 - Present
Barbara Giammona Communications LLC September 2007 - April 2008
McKesson Corporation January 2006 - September 2007
Morgan Stanley September 2005 - December 2005
Morgan Stanley - MSCI Barra April 2005 - August 2005
Morgan Stanley May 1998 - March 2005
Bear Stearns December 1995 - May 1998
Berlitz Translation Services (Now Bowne Global Services - LionBridge) November 1994 - December 1995
State of The Art April 1990 - November 1994
Skills
Internal Communications, Change Management, Training, Financial Services, Software, Technical Writing, Technical Documentation, Content Management, Software Documentation, Project Management, Program Management, Technical Communication, Content Development, FrameMaker, Agile Methodologies, Interviewing Subject..., Strategy, Manuals, Editing, Strategic Communications, Leadership, Online Help, Web Content, Corporate Communications, Quality Assurance, Newsletters, Management, RoboHelp, Proposal Writing, Analysis
Education
Polytechnic University - Polytechnic Institute of New York University 2002 — 2004
MS
University of California, Irvine 1978 — 1982
BA
Schneider Electric Process Automation (formerly Invensys) 2008 - Present
Society for Technical Communication 2007 - Present
Barbara Giammona Communications LLC September 2007 - April 2008
McKesson Corporation January 2006 - September 2007
Morgan Stanley September 2005 - December 2005
Morgan Stanley - MSCI Barra April 2005 - August 2005
Morgan Stanley May 1998 - March 2005
Bear Stearns December 1995 - May 1998
Berlitz Translation Services (Now Bowne Global Services - LionBridge) November 1994 - December 1995
State of The Art April 1990 - November 1994
Skills
Internal Communications, Change Management, Training, Financial Services, Software, Technical Writing, Technical Documentation, Content Management, Software Documentation, Project Management, Program Management, Technical Communication, Content Development, FrameMaker, Agile Methodologies, Interviewing Subject..., Strategy, Manuals, Editing, Strategic Communications, Leadership, Online Help, Web Content, Corporate Communications, Quality Assurance, Newsletters, Management, RoboHelp, Proposal Writing, Analysis
Education
Polytechnic University - Polytechnic Institute of New York University 2002 — 2004
MS
University of California, Irvine 1978 — 1982
BA
Sandy Lelievre's Bear Stearns Experience 2003 - 2005
Job
Industry Financial Services
Experience
City National Rochdale July 2014 - Present
Camden Asset Management November 2012 - July 2014
Backstop Solutions Group March 2010 - August 2012
Canyon Capital Advisors LLC April 2006 - March 2010
GlobeOp Financial Services 2005 - 2006
Bear Stearns 2003 - 2005
Fidelity Investments March 2001 - February 2003
Totality 2000 - 2001
Dresdner RCM Global Investors April 1998 - February 2000
Light Source 1995 - 1997
Skills
Investor Relations, Customer Relations, Fund Administration, Hedge Funds, Portfolio Management, Financial Services, Customer Service, Management, Fixed Income, Relationship Management, Mutual Funds, Fund Of Funds, CRM, Due Diligence, Alternative Investments, Investments, Asset Managment, Asset Management, Financial Analysis, Trading, Securities, Investment Advisory, Finance, Equities, Investment Banking, Private Equity, Investment Strategies, Bloomberg, Capital Markets, Asset Allocation, Derivatives, Prime Brokerage, Investment Management, Series 7
Education
University of California, Davis 1990 — 1994
Bachelor of Art, History
Novato High School 1988 — 1990
City National Rochdale July 2014 - Present
Camden Asset Management November 2012 - July 2014
Backstop Solutions Group March 2010 - August 2012
Canyon Capital Advisors LLC April 2006 - March 2010
GlobeOp Financial Services 2005 - 2006
Bear Stearns 2003 - 2005
Fidelity Investments March 2001 - February 2003
Totality 2000 - 2001
Dresdner RCM Global Investors April 1998 - February 2000
Light Source 1995 - 1997
Skills
Investor Relations, Customer Relations, Fund Administration, Hedge Funds, Portfolio Management, Financial Services, Customer Service, Management, Fixed Income, Relationship Management, Mutual Funds, Fund Of Funds, CRM, Due Diligence, Alternative Investments, Investments, Asset Managment, Asset Management, Financial Analysis, Trading, Securities, Investment Advisory, Finance, Equities, Investment Banking, Private Equity, Investment Strategies, Bloomberg, Capital Markets, Asset Allocation, Derivatives, Prime Brokerage, Investment Management, Series 7
Education
University of California, Davis 1990 — 1994
Bachelor of Art, History
Novato High School 1988 — 1990
Dave Jurgens Dave Jurgens's Bear Stearns Experience March 1998 - September 2000
Job Senior Technical Writer at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2015 - Present
Charles Schwab June 2014 - April 2015
Bank of the West April 2011 - June 2014
US Bank January 2009 - January 2011
US Bank March 2008 - November 2008
Broadpoint Capital August 2007 - February 2008
American Technology Research April 2006 - August 2007
Pacific Growth Equities, LLC 2003 - 2005
Banc of America Securities 2000 - 2003
Bear Stearns March 1998 - September 2000
Skills
Analyzing Data, Analyzing Markets, Research, Gathering Data, Report Writing, Organizing, Forecasting, Financial Analysis, Attention To Detail, Marketing and Selling ..., Team Building, Training, Serving as a Change..., Technical Writing, Versatile Writer, Process Simplification, Analysis, Team Leadership, Dependable Team Player, Highly motivated..., Data Assimilation, Account Reconciliation, Banking, Data Analysis, Financial Modeling, Market Analysis, Marketing, Portfolio Management, Social Networking, Cross-functional Team..., Management, Analytics, Customer Service, Leadership, Project Management
Education
University of San Francisco 1991 — 1992
Certificate, Paralegal
University of San Francisco 1985 — 1989
Bachelor of Arts, History
UC Berkeley
Continuing Education, Finance
Wells Fargo June 2015 - Present
Charles Schwab June 2014 - April 2015
Bank of the West April 2011 - June 2014
US Bank January 2009 - January 2011
US Bank March 2008 - November 2008
Broadpoint Capital August 2007 - February 2008
American Technology Research April 2006 - August 2007
Pacific Growth Equities, LLC 2003 - 2005
Banc of America Securities 2000 - 2003
Bear Stearns March 1998 - September 2000
Skills
Analyzing Data, Analyzing Markets, Research, Gathering Data, Report Writing, Organizing, Forecasting, Financial Analysis, Attention To Detail, Marketing and Selling ..., Team Building, Training, Serving as a Change..., Technical Writing, Versatile Writer, Process Simplification, Analysis, Team Leadership, Dependable Team Player, Highly motivated..., Data Assimilation, Account Reconciliation, Banking, Data Analysis, Financial Modeling, Market Analysis, Marketing, Portfolio Management, Social Networking, Cross-functional Team..., Management, Analytics, Customer Service, Leadership, Project Management
Education
University of San Francisco 1991 — 1992
Certificate, Paralegal
University of San Francisco 1985 — 1989
Bachelor of Arts, History
UC Berkeley
Continuing Education, Finance
Halsey, John's Bear Stearns Experience June 1987 - June 2001
Job Ski Bum
Industry Financial Services
Experience
RBS Greenwich Capital June 2001 - June 2006
Bear Stearns June 1987 - June 2001
Skills
Derivatives, Bonds, Bloomberg, Hedge Funds, Capital Markets, Trading, Options, Trading Systems, Series 7, Structured Finance, Equities, Credit Derivatives
Education
University of Arizona 1979 — 1981
RBS Greenwich Capital June 2001 - June 2006
Bear Stearns June 1987 - June 2001
Skills
Derivatives, Bonds, Bloomberg, Hedge Funds, Capital Markets, Trading, Options, Trading Systems, Series 7, Structured Finance, Equities, Credit Derivatives
Education
University of Arizona 1979 — 1981
Neil Flanagan Neil Flanagan's Bear Stearns Experience June 1990 - August 2008
Job MD at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company March 2009 - Present
Bear Stearns June 1990 - August 2008
Education
University at Albany 1983 — 1987
Bachelor of Science (B.S.), Financial Decision Systems
Bishop Scully HIgh School
Jefferies & Company March 2009 - Present
Bear Stearns June 1990 - August 2008
Education
University at Albany 1983 — 1987
Bachelor of Science (B.S.), Financial Decision Systems
Bishop Scully HIgh School
John Marchese's Bear Stearns Experience March 2007 - June 2008
Job Director, Sales at FXall
Industry Financial Services
Experience
FXall November 2013 - Present
FXall June 2008 - November 2013
Bear Stearns March 2007 - June 2008
Bear Stearns October 2004 - March 2007
UBS Investment Bank March 2003 - September 2004
Skills
Prime Brokerage, Series 7, Electronic Trading, Trading Systems, FX Options, Market Data, Fixed Income, Hedge Funds, Equities, FX trading, Options, Foreign Exchange, Currency, Automated Trading, Financial Markets, Relationship Management, Sales
Education
University at Albany, SUNY 1997 — 2001
Iona Prep
FXall November 2013 - Present
FXall June 2008 - November 2013
Bear Stearns March 2007 - June 2008
Bear Stearns October 2004 - March 2007
UBS Investment Bank March 2003 - September 2004
Skills
Prime Brokerage, Series 7, Electronic Trading, Trading Systems, FX Options, Market Data, Fixed Income, Hedge Funds, Equities, FX trading, Options, Foreign Exchange, Currency, Automated Trading, Financial Markets, Relationship Management, Sales
Education
University at Albany, SUNY 1997 — 2001
Iona Prep
Christopher Sander's Bear Stearns Experience December 1998 - February 2000
Job Director of Business Development Pure Minutes
Industry Telecommunications
Experience
Pure Minutes LLC August 2003 - Present
Morgan Stanley February 2000 - August 2003
Bear Stearns December 1998 - February 2000
Skills
Managed Services, VoIP, IP, Mobile Devices, Telecommunications, Business Development, Marketing, Networking, Sales, Strategic Partnerships
Education
State University of New York at Albany 1994 — 1998
BA
Pure Minutes LLC August 2003 - Present
Morgan Stanley February 2000 - August 2003
Bear Stearns December 1998 - February 2000
Skills
Managed Services, VoIP, IP, Mobile Devices, Telecommunications, Business Development, Marketing, Networking, Sales, Strategic Partnerships
Education
State University of New York at Albany 1994 — 1998
BA
Kirstin Hunken Kirstin Hunken's Bear Stearns Experience February 2007 - May 2008
Job Account Manager at AmEnglish.com
Industry Marketing and Advertising
Experience
AmEnglish.com July 2014 - Present
AmEnglish.com 2010 - Present
Taleo June 2008 - 2010
Bear Stearns February 2007 - May 2008
Skills
Event Planning, Social Media, Email Marketing, Online Marketing, Copywriting, Marketing Communications, Online Advertising, Salesforce.com, Brand Development, Marketing Strategy, Event Management, Advertising, Creative Direction, Customer Service, Management, Strategic Planning, Marketing, Microsoft Office
Education
University of California, Davis
B.A., International Relations
AmEnglish.com July 2014 - Present
AmEnglish.com 2010 - Present
Taleo June 2008 - 2010
Bear Stearns February 2007 - May 2008
Skills
Event Planning, Social Media, Email Marketing, Online Marketing, Copywriting, Marketing Communications, Online Advertising, Salesforce.com, Brand Development, Marketing Strategy, Event Management, Advertising, Creative Direction, Customer Service, Management, Strategic Planning, Marketing, Microsoft Office
Education
University of California, Davis
B.A., International Relations
Drucilla Lawrence Drucilla Lawrence's Bear Stearns Experience January 1997 - January 1998
Job Director of Production at CNBC
Industry Entertainment
Experience
Post FactoryNY May 2014 - July 2014
Eastern, Formerly NFGTV June 2012 - January 2014
Sundance Channel January 2006 - August 2010
Triviatown Documentary July 2005 - March 2008
VH1 March 2000 - December 2005
Various Movie/TV Set Jobs 1998 - 2000
Bear Stearns January 1997 - January 1998
Skills
Personal Chef, Reality, Television, Entertainment, Video Production, Post Production, Production Managment, Film, Broadcast, Digital Media, Film Production, Producing, Documentaries, New Media, Video
Education
University of California, Berkeley 1989 — 1995
B.S
The Natural Gourmet Institute 2010 — 2011
Chef Training
Post FactoryNY May 2014 - July 2014
Eastern, Formerly NFGTV June 2012 - January 2014
Sundance Channel January 2006 - August 2010
Triviatown Documentary July 2005 - March 2008
VH1 March 2000 - December 2005
Various Movie/TV Set Jobs 1998 - 2000
Bear Stearns January 1997 - January 1998
Skills
Personal Chef, Reality, Television, Entertainment, Video Production, Post Production, Production Managment, Film, Broadcast, Digital Media, Film Production, Producing, Documentaries, New Media, Video
Education
University of California, Berkeley 1989 — 1995
B.S
The Natural Gourmet Institute 2010 — 2011
Chef Training
Bryan Carter Bryan Carter's Bear Stearns Experience 2002 - 2004
Job Media & Entertainment, Internet and Cable Investor
Industry Investment Management
Experience
Artis Ventures February 2012 - Present
LAB Advisors, LLC May 2010 - March 2012
The Tuscan Group 2007 - 2010
The Gladstone Companies 2004 - 2006
Bear Stearns 2002 - 2004
Skills
Snowboarding, Objectivisim, Poker, Long/Short Equity, Hedge Funds, Investments, Alternative Investments, Music, Media, Entertainment Industry, Advertising, Equities, Private Equity, LBO, Financial Modeling, Financial Accounting, Investment Banking, Portfolio Management, Buy-side, Equity Research, Equity Valuation, Valuation, Capital Markets, Financial Analysis
Education
University of California, Berkeley 2006 — 2008
MBA, Finance / Investments
University of Virginia 1998 — 2002
BS, Finance, Music
Artis Ventures February 2012 - Present
LAB Advisors, LLC May 2010 - March 2012
The Tuscan Group 2007 - 2010
The Gladstone Companies 2004 - 2006
Bear Stearns 2002 - 2004
Skills
Snowboarding, Objectivisim, Poker, Long/Short Equity, Hedge Funds, Investments, Alternative Investments, Music, Media, Entertainment Industry, Advertising, Equities, Private Equity, LBO, Financial Modeling, Financial Accounting, Investment Banking, Portfolio Management, Buy-side, Equity Research, Equity Valuation, Valuation, Capital Markets, Financial Analysis
Education
University of California, Berkeley 2006 — 2008
MBA, Finance / Investments
University of Virginia 1998 — 2002
BS, Finance, Music
Kabir Kahn's Bear Stearns Experience 2005 - 2008
Job Regional Manager, West Coast at Center for Professional Development @ ITT Technical Institute
Industry Information Technology and Services
Experience
Center for Professional Development @ ITT Technical Institute June 2013 - Present
GenxIP January 2005 - Present
World Wide Telecom, LLC 2005 - Present
Cbeyond 2012 - 2013
Cisco 2007 - December 2011
Cisco Systems 2007 - October 2011
Bear Stearns 2005 - 2008
Skills
SaaS, Solution Selling, Enterprise Software, Salesforce.com, Sales Process, Unified Communications, Selling, Channel Partners, Cross-functional Team..., Strategy, Sales, Sales Operations, Account Management, IP, New Business Development, Business Development, Telecommunications, Audio Conferencing, Business, VoIP, Channel, Sales Management, Consultative Selling, Webinars, Data Management, Cisco Sales Champion, Enterprise Solutions, Business Class Video..., Hosted VoIP, IP Networking, Team Management, Leadership, Team Leadership, Cloud Computing, Direct Sales, Lead Generation, Strategic Partnerships, Management, B2B
Education
University of California, Irvine
Center for Professional Development @ ITT Technical Institute June 2013 - Present
GenxIP January 2005 - Present
World Wide Telecom, LLC 2005 - Present
Cbeyond 2012 - 2013
Cisco 2007 - December 2011
Cisco Systems 2007 - October 2011
Bear Stearns 2005 - 2008
Skills
SaaS, Solution Selling, Enterprise Software, Salesforce.com, Sales Process, Unified Communications, Selling, Channel Partners, Cross-functional Team..., Strategy, Sales, Sales Operations, Account Management, IP, New Business Development, Business Development, Telecommunications, Audio Conferencing, Business, VoIP, Channel, Sales Management, Consultative Selling, Webinars, Data Management, Cisco Sales Champion, Enterprise Solutions, Business Class Video..., Hosted VoIP, IP Networking, Team Management, Leadership, Team Leadership, Cloud Computing, Direct Sales, Lead Generation, Strategic Partnerships, Management, B2B
Education
University of California, Irvine
Michael Grimes Michael Grimes's Bear Stearns Experience February 1992 - May 1995
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley May 1995 - Present
Bear Stearns February 1992 - May 1995
Salomon Brothers July 1987 - February 1992
Skills
Enterprise Software, Equities, Strategy, Mergers, Investments, IPO, Management, Mergers & Acquisitions, Private Equity, Start-ups, Investment Banking, Financial Modeling, Valuation, Venture Capital, Strategic Partnerships, Entrepreneurship, Capital Markets, Finance, Private Placements, Divestitures, Corporate Finance, Product Management, Risk Management, Networking, Business Strategy, Analytics, Financial Analysis, Competitive Analysis, Leadership, Management Consulting, Strategic Planning, Emerging Markets, Strategic Financial..., Derivatives, Due Diligence, Corporate Development, Business Development, Asset Management, Fixed Income, Portfolio Management, Sales, Alternative Investments, Financial Services, Financial Planning, Executive Management, Business Planning, Bloomberg, M&A experience, Equity Research, Hedge Funds
Education
University of California, Berkeley 1984 — 1987
EECS, Electrical Engineering and Computer Science
Polytechnic School 1983 — 1985
Morgan Stanley May 1995 - Present
Bear Stearns February 1992 - May 1995
Salomon Brothers July 1987 - February 1992
Skills
Enterprise Software, Equities, Strategy, Mergers, Investments, IPO, Management, Mergers & Acquisitions, Private Equity, Start-ups, Investment Banking, Financial Modeling, Valuation, Venture Capital, Strategic Partnerships, Entrepreneurship, Capital Markets, Finance, Private Placements, Divestitures, Corporate Finance, Product Management, Risk Management, Networking, Business Strategy, Analytics, Financial Analysis, Competitive Analysis, Leadership, Management Consulting, Strategic Planning, Emerging Markets, Strategic Financial..., Derivatives, Due Diligence, Corporate Development, Business Development, Asset Management, Fixed Income, Portfolio Management, Sales, Alternative Investments, Financial Services, Financial Planning, Executive Management, Business Planning, Bloomberg, M&A experience, Equity Research, Hedge Funds
Education
University of California, Berkeley 1984 — 1987
EECS, Electrical Engineering and Computer Science
Polytechnic School 1983 — 1985
Matthew Hickman Matthew Hickman's Bear Stearns Experience August 1993 - October 1994
Job Senior Analyst at American Century Investments
Industry Financial Services
Experience
American Century Investments September 2014 - Present
Aguilera Investments LLC November 2012 - September 2014
Citigroup October 2009 - November 2011
Credit Suisse Asset Management December 2003 - June 2009
Global Advisors July 2003 - November 2003
Compass Group Investment Advisors February 2002 - July 2003
Donaldson, Lufkin & Jenrette August 2000 - February 2002
Rothschild September 1998 - August 2000
Lehman Brothers October 1994 - April 1998
Bear Stearns August 1993 - October 1994
Skills
Hedge Funds, Equities, Investments, Investment Strategies, Emerging Markets, Mutual Funds, Latin America, Equity Research, Portfolio Management, Portfolio Strategy, Closed-end Funds, Client Relationship..., Client Retention, Client Interfacing, Wealth Management, CRM, Fixed Income, Asset Management, Customer Retention, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Start-ups, Alternative Investments, Financial Advisory, Financial Markets, Derivatives
Education
University of Cambridge 1983 — 1987
BA, Modern Languages
Marlborough College
American Century Investments September 2014 - Present
Aguilera Investments LLC November 2012 - September 2014
Citigroup October 2009 - November 2011
Credit Suisse Asset Management December 2003 - June 2009
Global Advisors July 2003 - November 2003
Compass Group Investment Advisors February 2002 - July 2003
Donaldson, Lufkin & Jenrette August 2000 - February 2002
Rothschild September 1998 - August 2000
Lehman Brothers October 1994 - April 1998
Bear Stearns August 1993 - October 1994
Skills
Hedge Funds, Equities, Investments, Investment Strategies, Emerging Markets, Mutual Funds, Latin America, Equity Research, Portfolio Management, Portfolio Strategy, Closed-end Funds, Client Relationship..., Client Retention, Client Interfacing, Wealth Management, CRM, Fixed Income, Asset Management, Customer Retention, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Start-ups, Alternative Investments, Financial Advisory, Financial Markets, Derivatives
Education
University of Cambridge 1983 — 1987
BA, Modern Languages
Marlborough College
Andrew Monroy Andrew Monroy's Bear Stearns Experience 1996 - 1998
Job CoFounder, Penn3D
Industry Translation and Localization
Experience
Trans-Lang January 2015 - Present
Penn3D October 2014 - Present
Provectus Language Solutions June 2011 - Present
Advantage Translating January 2011 - March 2012
Krensavage Partners September 2009 - December 2010
Capstone Investment Advisors February 2009 - May 2009
Morgan Joseph September 2006 - May 2008
Raymond James & Associates 2000 - 2006
Bear Stearns 1996 - 1998
Skills
Series 7, Alternative Investments, Equities, Investment Banking, Investments, New Business Development, Marketing Strategy, Translation, Localization, International Project..., CRM, Business Development, Entrepreneurship, Corporate Finance, Equity Research
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), Political Science
Trans-Lang January 2015 - Present
Penn3D October 2014 - Present
Provectus Language Solutions June 2011 - Present
Advantage Translating January 2011 - March 2012
Krensavage Partners September 2009 - December 2010
Capstone Investment Advisors February 2009 - May 2009
Morgan Joseph September 2006 - May 2008
Raymond James & Associates 2000 - 2006
Bear Stearns 1996 - 1998
Skills
Series 7, Alternative Investments, Equities, Investment Banking, Investments, New Business Development, Marketing Strategy, Translation, Localization, International Project..., CRM, Business Development, Entrepreneurship, Corporate Finance, Equity Research
Education
University of California, Los Angeles 1995 — 1999
Bachelor of Arts (B.A.), Political Science
Richard Knight Richard Knight's Bear Stearns Experience January 2004 - May 2006
Job Partner & Head of Business Development at Pine River Capital Management
Industry Investment Management
Experience
Pine River Capital Management April 2011 - Present
King Street Capital Management June 2006 - April 2011
Bear Stearns January 2004 - May 2006
Bear Stearns International Limited March 2000 - January 2004
Bear Stearns July 1994 - March 2000
Credit Suisse July 1989 - April 1994
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Financial Modeling, Private Equity, Structured Products, Asset Management, Credit Derivatives, Investment Banking, Capital Markets, Romantic Comedy, Equity Derivatives, Trading, Investment Management, Options, Financial Services, Bonds, Investor Relations, Due Diligence, Asset Allocation, Risk Management, Securities, Valuation, Structured Finance, Bloomberg, Derivatives, Investment Strategies, Portfolio Management, Mutual Funds, Mergers & Acquisitions, Investments
Education
University of Bath 1984 — 1988
BSc., Chemical Engineering
Downside
Pine River Capital Management April 2011 - Present
King Street Capital Management June 2006 - April 2011
Bear Stearns January 2004 - May 2006
Bear Stearns International Limited March 2000 - January 2004
Bear Stearns July 1994 - March 2000
Credit Suisse July 1989 - April 1994
Skills
Hedge Funds, Alternative Investments, Fixed Income, Equities, Financial Modeling, Private Equity, Structured Products, Asset Management, Credit Derivatives, Investment Banking, Capital Markets, Romantic Comedy, Equity Derivatives, Trading, Investment Management, Options, Financial Services, Bonds, Investor Relations, Due Diligence, Asset Allocation, Risk Management, Securities, Valuation, Structured Finance, Bloomberg, Derivatives, Investment Strategies, Portfolio Management, Mutual Funds, Mergers & Acquisitions, Investments
Education
University of Bath 1984 — 1988
BSc., Chemical Engineering
Downside
Nancy Straub Nancy Straub's Bear Stearns Experience October 1992 - March 2004
Job Consultant at Resources Global Professionals
Industry Accounting
Experience
Resources Global Professionals July 2013 - Present
First Manhattan Co. January 2013 - April 2013
Bear Stearns October 1992 - March 2004
Record World, Inc September 1991 - June 1992
Ernst & Young 1987 - 1991
Education
University at Albany, SUNY 1983 — 1987
BS, Accounting
Resources Global Professionals July 2013 - Present
First Manhattan Co. January 2013 - April 2013
Bear Stearns October 1992 - March 2004
Record World, Inc September 1991 - June 1992
Ernst & Young 1987 - 1991
Education
University at Albany, SUNY 1983 — 1987
BS, Accounting
Kevin Rudrud Kevin Rudrud's Bear Stearns Experience 2000 - 2008
Job Executive Loan Advisor, RPM Mortgage, Inc. NMLS #335381
Industry Financial Services
Experience
RPM Mortgage, Inc. January 2014 - Present
AmeriFund 2008 - January 2014
Bear Stearns 2000 - 2008
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Residential Mortgages, Refinance, Wholesale Lending, FHA financing, Real Estate Financing, Real Estate, Rates, Financial Services, First Time Home Buyers, Certified Mortgage..., DU Refi Plus, Jumbos, Non-Conforming, Jumbo Mortgage, Investment Property..., Loans, Real Estate Economics, Financial Structuring, Funding, FHA Financing
Education
University of California, Los Angeles
B.A.
RPM Mortgage, Inc. January 2014 - Present
AmeriFund 2008 - January 2014
Bear Stearns 2000 - 2008
Skills
Mortgage Banking, Mortgage Lending, Loan Origination, FHA, Residential Mortgages, Refinance, Wholesale Lending, FHA financing, Real Estate Financing, Real Estate, Rates, Financial Services, First Time Home Buyers, Certified Mortgage..., DU Refi Plus, Jumbos, Non-Conforming, Jumbo Mortgage, Investment Property..., Loans, Real Estate Economics, Financial Structuring, Funding, FHA Financing
Education
University of California, Los Angeles
B.A.
Tom Lawlor Tom Lawlor's Bear Stearns Experience May 2001 - November 2006
Job Morgan Stanley
Industry Commercial Real Estate
Experience
Morgan Stanley March 2012 - Present
Baker & Lawlor September 2008 - April 2012
Eurohypo November 2006 - July 2008
Bear Stearns May 2001 - November 2006
Mass Mutual June 1999 - May 2001
Skills
Real Estate, Underwriting, Valuation, CMBS, Origination, Due Diligence, Financial Modeling, Structuring, Real Estate Finance, Asset Management, Investments, Financial Analysis, Real Estate Economics, Financial Structuring, Asset Managment, Loan Origination, Portfolio Management, Commercial Mortgages, Commercial Real Estate, Leases, Mezzanine, Finance, Appraisals, Loans, Real Estate Financing, Structured Finance, Brokerage, Private Equity, Real Estate Development, Disposition, Real Estate Private..., Acquisitions, Real Estate Transactions, Capital Markets, Investment Properties, Corporate Real Estate, Dispositions
Education
University of California, Berkeley, Haas School of Business 1995 — 1999
Bellarmine College Preparatory 1991 — 1995
Morgan Stanley March 2012 - Present
Baker & Lawlor September 2008 - April 2012
Eurohypo November 2006 - July 2008
Bear Stearns May 2001 - November 2006
Mass Mutual June 1999 - May 2001
Skills
Real Estate, Underwriting, Valuation, CMBS, Origination, Due Diligence, Financial Modeling, Structuring, Real Estate Finance, Asset Management, Investments, Financial Analysis, Real Estate Economics, Financial Structuring, Asset Managment, Loan Origination, Portfolio Management, Commercial Mortgages, Commercial Real Estate, Leases, Mezzanine, Finance, Appraisals, Loans, Real Estate Financing, Structured Finance, Brokerage, Private Equity, Real Estate Development, Disposition, Real Estate Private..., Acquisitions, Real Estate Transactions, Capital Markets, Investment Properties, Corporate Real Estate, Dispositions
Education
University of California, Berkeley, Haas School of Business 1995 — 1999
Bellarmine College Preparatory 1991 — 1995
James Marver James Marver's Bear Stearns Experience May 1988 - 1996
Job CoFounder & Managing Director at VantagePoint Venture Partners
Industry Venture Capital & Private Equity
Experience
VantagePoint Venture Partners 1996 - Present
Bear Stearns May 1988 - 1996
LF Rothschild Unterberg Towbin September 1982 - June 1988
Goldman Sachs September 1980 - September 1982
SRI International (Stanford Research Institute) June 1976 - July 1980
Skills
Management, Financial Modeling, Venture Capital, Start-ups, Investor Relations, Private Placements, Venture Financing, Strategy, Investments, Angel Investing, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Development, Corporate Finance, Strategic Planning, Cleantech, Growth Capital, Capital Markets, Buyouts, Entrepreneurship, E-commerce, Product Management, Renewable Energy, Business Development, New Business Development, Strategic Partnerships, Business Strategy, Valuation, Business Modeling, Emerging Markets, Alternative Investments, Social Entrepreneurship, LBO, SaaS, Management Consulting, Business Planning, Capital Raising
Education
University of California, Berkeley
PhD
Williams College
BA
VantagePoint Venture Partners 1996 - Present
Bear Stearns May 1988 - 1996
LF Rothschild Unterberg Towbin September 1982 - June 1988
Goldman Sachs September 1980 - September 1982
SRI International (Stanford Research Institute) June 1976 - July 1980
Skills
Management, Financial Modeling, Venture Capital, Start-ups, Investor Relations, Private Placements, Venture Financing, Strategy, Investments, Angel Investing, Mergers & Acquisitions, Private Equity, Due Diligence, Corporate Development, Corporate Finance, Strategic Planning, Cleantech, Growth Capital, Capital Markets, Buyouts, Entrepreneurship, E-commerce, Product Management, Renewable Energy, Business Development, New Business Development, Strategic Partnerships, Business Strategy, Valuation, Business Modeling, Emerging Markets, Alternative Investments, Social Entrepreneurship, LBO, SaaS, Management Consulting, Business Planning, Capital Raising
Education
University of California, Berkeley
PhD
Williams College
BA
Karen Gaffney, PHR Karen Gaffney, PHR's Bear Stearns Experience 1988 - 2008
Job Project Manager at Citigroup
Industry Financial Services
Al Sirois's Bear Stearns Experience 1999 - July 2001
Job Freelance Designer / Writer / Editor
Industry Online Media
Experience
Freelance October 2009 - Present
Freelance Writer and Editor; self employed 1973 - 2011
Merck & Co., Inc. / Marketing August 2007 - October 2009
Manncorp Inc October 2006 - July 2007
Self employed July 2003 - October 2006
Sungard Treasury 2001 - 2003
Sungard Treasury Systems 2001 - 2003
Bear Stearns 1999 - July 2001
Optus Software 1998 - 1999
CompuDoc, Inc. 1996 - 1998
Skills
Flash, Graphic Design, PowerPoint, Email Marketing, Multimedia, Sound Editing, SEO, Editing, Newsletters, Web Design, Photoshop, Content Management, Web Development, Copywriting, HTML, Illustration, Photography, Dreamweaver, Web Content, QuarkXPress, Project Management, Creative Direction, Online Advertising, PHP, Animation, Adobe Creative Suite, Publishing, Graphics, Layout, Publications, Editorial, Magazines
Education
University of Bridgeport 1968 — 1972
graphic design
Roger Ludlowe High School 1964 — 1968
Freelance October 2009 - Present
Freelance Writer and Editor; self employed 1973 - 2011
Merck & Co., Inc. / Marketing August 2007 - October 2009
Manncorp Inc October 2006 - July 2007
Self employed July 2003 - October 2006
Sungard Treasury 2001 - 2003
Sungard Treasury Systems 2001 - 2003
Bear Stearns 1999 - July 2001
Optus Software 1998 - 1999
CompuDoc, Inc. 1996 - 1998
Skills
Flash, Graphic Design, PowerPoint, Email Marketing, Multimedia, Sound Editing, SEO, Editing, Newsletters, Web Design, Photoshop, Content Management, Web Development, Copywriting, HTML, Illustration, Photography, Dreamweaver, Web Content, QuarkXPress, Project Management, Creative Direction, Online Advertising, PHP, Animation, Adobe Creative Suite, Publishing, Graphics, Layout, Publications, Editorial, Magazines
Education
University of Bridgeport 1968 — 1972
graphic design
Roger Ludlowe High School 1964 — 1968
Brett Graham Brett Graham's Bear Stearns Experience 1987 - 2001
Job Owner, Vertical Capital
Industry Financial Services
Experience
Vertical Capital 2002 - Present
Bear Stearns International 1987 - 2001
Bear Stearns 1987 - 2001
Skills
Hedge Funds, Credit Derivatives, Fixed Income, Capital Markets, Alternative Investments, Securities, High Yield, Bonds, Management, Derivatives, Portfolio Management, Bloomberg, Structured Products, Risk Management, Asset Managment, Mergers & Acquisitions, Emerging Markets, Structured Finance, Trading, Credit, Investments, Equities, Asset Management, Equity Derivatives, Investment Banking, Private Equity, Financial Markets, Securitization
Education
University of California, Berkeley 1981 — 1984
Vertical Capital 2002 - Present
Bear Stearns International 1987 - 2001
Bear Stearns 1987 - 2001
Skills
Hedge Funds, Credit Derivatives, Fixed Income, Capital Markets, Alternative Investments, Securities, High Yield, Bonds, Management, Derivatives, Portfolio Management, Bloomberg, Structured Products, Risk Management, Asset Managment, Mergers & Acquisitions, Emerging Markets, Structured Finance, Trading, Credit, Investments, Equities, Asset Management, Equity Derivatives, Investment Banking, Private Equity, Financial Markets, Securitization
Education
University of California, Berkeley 1981 — 1984
Des Riordan's Bear Stearns Experience January 1999 - August 2000
Job Shareholder Representative at Oil Company
Industry Oil & Energy
Experience
Oil Company April 2014 - Present
BNY Mellon July 2011 - August 2012
PNC Global Investment Servicing January 2008 - July 2011
PNC Financial Services Group 2007 - January 2008
PNC Financial Services Group 2006 - 2007
PNC Financial Services Group 2005 - 2006
PNC Financial Services Group 2004 - 2005
PNC Financial Services Group 2004 - 2004
AQR Capital Management August 2000 - October 2001
Bear Stearns January 1999 - August 2000
Skills
Hedge Funds, Fund Administration, Alternative Investments, Fund Accounting, Investments, Mutual Funds, Derivatives, Compliance, Bloomberg, Valuation, Back Office, Asset Management, Securities, Portfolio Management, Middle Office, Corporate Actions, FX Options, Fund Of Funds, Financial Services
Education
University College Dublin 1991 — 1995
BComm, Banking & Finance
Belvedere College 1981 — 1991
Oil Company April 2014 - Present
BNY Mellon July 2011 - August 2012
PNC Global Investment Servicing January 2008 - July 2011
PNC Financial Services Group 2007 - January 2008
PNC Financial Services Group 2006 - 2007
PNC Financial Services Group 2005 - 2006
PNC Financial Services Group 2004 - 2005
PNC Financial Services Group 2004 - 2004
AQR Capital Management August 2000 - October 2001
Bear Stearns January 1999 - August 2000
Skills
Hedge Funds, Fund Administration, Alternative Investments, Fund Accounting, Investments, Mutual Funds, Derivatives, Compliance, Bloomberg, Valuation, Back Office, Asset Management, Securities, Portfolio Management, Middle Office, Corporate Actions, FX Options, Fund Of Funds, Financial Services
Education
University College Dublin 1991 — 1995
BComm, Banking & Finance
Belvedere College 1981 — 1991
Douglas Constantiner Douglas Constantiner's Bear Stearns Experience June 2006 - August 2006
Job CoFounder/Brewer at Societe Brewing Company
Industry Food Production
Experience
Societe Brewing Company January 2011 - Present
The Bruery September 2009 - March 2011
Pizza Port Calrsbad August 2009 - March 2010
Burnham Hill Partners August 2007 - July 2009
Bear Stearns June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Skills
Social Media, Customer Service, Microsoft Office, Retail, Microsoft Excel, Inventory Management, Public Speaking, Financial Analysis, Sales, Salesforce.com, Team Leadership, Marketing, PowerPoint, Autonomous Maintenance, Entrepreneurship, Microsoft Word, Financial Modeling, Brewing, Merchandising, Negotiation
Education
University of Arizona, Eller College of Management 2003 — 2007
B.S., Double Major: Finance, Entrepreneurship
The Kinkaid School 1990 — 2003
Societe Brewing Company January 2011 - Present
The Bruery September 2009 - March 2011
Pizza Port Calrsbad August 2009 - March 2010
Burnham Hill Partners August 2007 - July 2009
Bear Stearns June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Skills
Social Media, Customer Service, Microsoft Office, Retail, Microsoft Excel, Inventory Management, Public Speaking, Financial Analysis, Sales, Salesforce.com, Team Leadership, Marketing, PowerPoint, Autonomous Maintenance, Entrepreneurship, Microsoft Word, Financial Modeling, Brewing, Merchandising, Negotiation
Education
University of Arizona, Eller College of Management 2003 — 2007
B.S., Double Major: Finance, Entrepreneurship
The Kinkaid School 1990 — 2003
Iris Luo Iris Luo's Bear Stearns Experience June 2007 - August 2007
Job M&A Finance Associate at Union Bank
Industry Capital Markets
Experience
Union Bank 2015 - Present
Warner Music Group December 2012 - October 2014
Deutsche Bank Securities July 2010 - December 2012
JPMorgan Chase & Co. May 2008 - September 2008
Bear Stearns June 2007 - August 2007
IBM June 2006 - May 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Business Valuation, Mergers, Valuation, Due Diligence, Equities, VBA, Derivatives, Bloomberg, Capital Markets, Equity Research, Mergers, Corporate Development, Mergers & Acquisitions, Fixed Income, M&A experience, Financial Analysis, Private Equity, Data Analysis, Investments, Finance, Economics
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Businss administration, Statistics, 3.75
Hwa Chong Institution 2003 — 2004
GCE A Level
Union Bank 2015 - Present
Warner Music Group December 2012 - October 2014
Deutsche Bank Securities July 2010 - December 2012
JPMorgan Chase & Co. May 2008 - September 2008
Bear Stearns June 2007 - August 2007
IBM June 2006 - May 2007
Skills
Corporate Finance, Investment Banking, Financial Modeling, Business Valuation, Mergers, Valuation, Due Diligence, Equities, VBA, Derivatives, Bloomberg, Capital Markets, Equity Research, Mergers, Corporate Development, Mergers & Acquisitions, Fixed Income, M&A experience, Financial Analysis, Private Equity, Data Analysis, Investments, Finance, Economics
Education
University of California, Berkeley - Walter A. Haas School of Business 2005 — 2009
Bachelor of Science (B.S.), Bachelor of Arts (B.A.), Businss administration, Statistics, 3.75
Hwa Chong Institution 2003 — 2004
GCE A Level
Robert Leggiero Robert Leggiero's Bear Stearns Experience May 1996 - July 1996
Job Analyst at TUDOR INVESTMENT CORPORATION
Industry Investment Management
Experience
TUDOR INVESTMENT CORPORATION April 2003 - April 2014
Nomura Securities International June 1996 - June 2002
Bear Stearns May 1996 - July 1996
Nomura Securities April 1995 - May 1996
TUDOR INVESTMENT CORPORATION November 1991 - December 1994
NYNEX Science and Technology Center September 1989 - November 1991
New York Hospital/Cornell Univ. Medical College August 1987 - October 1989
New York Hospital - Cornell Medical Center February 1986 - May 1987
State University of New York, Buffalo June 1985 - February 1986
Skills
Trading Systems, Equities, Equity Derivatives, Hedge Funds, Electronic Trading, Prime Brokerage, Fixed Income, Derivatives, Alternative Investments, Global Macro, Quantitative Finance, Proprietary Trading, Options, Equity Research, Equity Trading, Trading Strategies, Market Data, Capital Markets, Quantitative Investing, Swaps, Trading, FX Options
Education
SUNY at Buffalo
TUDOR INVESTMENT CORPORATION April 2003 - April 2014
Nomura Securities International June 1996 - June 2002
Bear Stearns May 1996 - July 1996
Nomura Securities April 1995 - May 1996
TUDOR INVESTMENT CORPORATION November 1991 - December 1994
NYNEX Science and Technology Center September 1989 - November 1991
New York Hospital/Cornell Univ. Medical College August 1987 - October 1989
New York Hospital - Cornell Medical Center February 1986 - May 1987
State University of New York, Buffalo June 1985 - February 1986
Skills
Trading Systems, Equities, Equity Derivatives, Hedge Funds, Electronic Trading, Prime Brokerage, Fixed Income, Derivatives, Alternative Investments, Global Macro, Quantitative Finance, Proprietary Trading, Options, Equity Research, Equity Trading, Trading Strategies, Market Data, Capital Markets, Quantitative Investing, Swaps, Trading, FX Options
Education
SUNY at Buffalo
Vishal Rana's Bear Stearns Experience July 2006 - May 2007
Job Principal, Financial Services & Healthcare at Medallia
Industry Computer Software
Experience
Medallia, Inc. March 2012 - Present
MMC Securities March 2007 - March 2012
Bear Stearns July 2006 - May 2007
US Air Force Reserve December 2000 - January 2007
Marsh March 2004 - July 2006
Skills
Analysis, Product Management, Risk Management, Business Strategy, Leadership, Program Management, Business Development, Customer Experience..., Insurance, Investments, Data Analysis, Customer Insight, Finance
Education
New York University - Leonard N. Stern School of Business
BS, Finance, International Business
University of California, Berkeley - Walter A. Haas School of Business
MBA, Entrepreneurship, Marketing
Medallia, Inc. March 2012 - Present
MMC Securities March 2007 - March 2012
Bear Stearns July 2006 - May 2007
US Air Force Reserve December 2000 - January 2007
Marsh March 2004 - July 2006
Skills
Analysis, Product Management, Risk Management, Business Strategy, Leadership, Program Management, Business Development, Customer Experience..., Insurance, Investments, Data Analysis, Customer Insight, Finance
Education
New York University - Leonard N. Stern School of Business
BS, Finance, International Business
University of California, Berkeley - Walter A. Haas School of Business
MBA, Entrepreneurship, Marketing
Jesse Singh, CFA Jesse Singh, CFA's Bear Stearns Experience October 2006 - April 2007
Job Vice President and Portfolio Manager at American Century Investments
Industry Investment Management
Experience
American Century Investments May 2007 - Present
Bear Stearns October 2006 - April 2007
MetLife August 2004 - September 2006
CalPERS March 1998 - July 2002
Skills
Portfolio Management, MBS, ABS, Financial Analysis, Structured Finance, Agency MBS, Bloomberg, Fixed Income, Financial Modeling, Chartered Financial...
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of California, Berkeley 1993 — 1997
BA, Economics
American Century Investments May 2007 - Present
Bear Stearns October 2006 - April 2007
MetLife August 2004 - September 2006
CalPERS March 1998 - July 2002
Skills
Portfolio Management, MBS, ABS, Financial Analysis, Structured Finance, Agency MBS, Bloomberg, Fixed Income, Financial Modeling, Chartered Financial...
Education
New York University - Leonard N. Stern School of Business 2002 — 2004
MBA, Finance
University of California, Berkeley 1993 — 1997
BA, Economics
Melissa Brumley's Bear Stearns Experience June 2002 - March 2007
Job Owner at Saratoga Wine & Spirits
Industry Financial Services
Experience
Saratoga Wine & Spirits May 2012 - Present
MetLife Financial Services April 2007 - October 2011
Bear Stearns June 2002 - March 2007
Education
University at Albany, SUNY 1992 — 1998
BA/MA, Communications
Saratoga Wine & Spirits May 2012 - Present
MetLife Financial Services April 2007 - October 2011
Bear Stearns June 2002 - March 2007
Education
University at Albany, SUNY 1992 — 1998
BA/MA, Communications
Bryan Foreman Bryan Foreman's Bear Stearns Experience 2007 - 2007
Job Rainmaker Business Development (nmls# 201220) at New Penn Financial, LLC
Industry Banking
Experience
New Penn Financial, LLC February 2011 - Present
Wells Fargo Home Mortgage January 2010 - March 2011
Lifepoint Services Network November 2008 - December 2010
Griffin Capital Funding January 2008 - December 2010
Bear Stearns 2007 - 2007
New Century Mortgage 2001 - 2007
First Union Home Equity Bank January 1999 - November 2001
Skills
Mortgage Lending, Mortgage Banking, Leadership, Loans, Real Estate, FHA, Refinance, Residential Homes, Loan Origination, Banking, Investments, Sales, Business Development, Residential Mortgages
Education
University of Baltimore 1992 — 1994
MSW, Social Work
University of Maryland College Park 1986 — 1990
BA, Psychology
pikesville 1982 — 1986
New Penn Financial, LLC February 2011 - Present
Wells Fargo Home Mortgage January 2010 - March 2011
Lifepoint Services Network November 2008 - December 2010
Griffin Capital Funding January 2008 - December 2010
Bear Stearns 2007 - 2007
New Century Mortgage 2001 - 2007
First Union Home Equity Bank January 1999 - November 2001
Skills
Mortgage Lending, Mortgage Banking, Leadership, Loans, Real Estate, FHA, Refinance, Residential Homes, Loan Origination, Banking, Investments, Sales, Business Development, Residential Mortgages
Education
University of Baltimore 1992 — 1994
MSW, Social Work
University of Maryland College Park 1986 — 1990
BA, Psychology
pikesville 1982 — 1986
James Nish James Nish's Bear Stearns Experience September 1984 - February 2008
Job Member Board of Directors of Gibraltar Industries and Central Security Group
Industry Financial Services
Experience
Gibraltar Industries, Inc. August 2015 - Present
Central Security Group October 2014 - Present
Baruch College, Zicklin School of Business June 2014 - Present
Pace University June 2012 - Present
JP Morgan March 2008 - March 2012
Bear Stearns September 1984 - February 2008
Arthur Young & Co. 1980 - 1982
Skills
Investment Banking, Strategy Implementation, Business Unit Review, Performance Appraisal, Strategic Advisory, Capital Structure, Equities, High Yield, Middle Market, Origination, Sell Side, Fairness Opinions, Buy-side, Debt, Special Situations, Financial Strategy, Business Strategy, Target Identification, Project Planning, Project Management, Turn-around Situations, Turnover, Business Valuation, Credit Review, Corporate Finance, Alternative Investments, Derivatives, Credit, Capital Markets, Financial Modeling, Mergers & Acquisitions, Strategy, Private Equity, Valuation
Education
Wharton School of Business 1982 — 1984
MBA, Finance
State University of New York at Buffalo 1976 — 1980
BS, Finance and Accounting
Gibraltar Industries, Inc. August 2015 - Present
Central Security Group October 2014 - Present
Baruch College, Zicklin School of Business June 2014 - Present
Pace University June 2012 - Present
JP Morgan March 2008 - March 2012
Bear Stearns September 1984 - February 2008
Arthur Young & Co. 1980 - 1982
Skills
Investment Banking, Strategy Implementation, Business Unit Review, Performance Appraisal, Strategic Advisory, Capital Structure, Equities, High Yield, Middle Market, Origination, Sell Side, Fairness Opinions, Buy-side, Debt, Special Situations, Financial Strategy, Business Strategy, Target Identification, Project Planning, Project Management, Turn-around Situations, Turnover, Business Valuation, Credit Review, Corporate Finance, Alternative Investments, Derivatives, Credit, Capital Markets, Financial Modeling, Mergers & Acquisitions, Strategy, Private Equity, Valuation
Education
Wharton School of Business 1982 — 1984
MBA, Finance
State University of New York at Buffalo 1976 — 1980
BS, Finance and Accounting
Bill Sappington Bill Sappington's Bear Stearns Experience 2005 - 2007
Job Executive Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon November 2007 - Present
Bear Stearns 2005 - 2007
Merrill Lynch 1987 - 2005
Skills
Series 7, Series 24, Wealth Management, Private Banking, Asset Managment, Bloomberg, Bonds, Credit, Derivatives, Financial Services, Investment Management, Retirement Planning, Risk Management, Series 65, Strategic Financial..., Structured Products, Uniform Combined State..., Wealth Management...
Education
University of California, Berkeley - Walter A. Haas School of Business 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Finance
BNY Mellon November 2007 - Present
Bear Stearns 2005 - 2007
Merrill Lynch 1987 - 2005
Skills
Series 7, Series 24, Wealth Management, Private Banking, Asset Managment, Bloomberg, Bonds, Credit, Derivatives, Financial Services, Investment Management, Retirement Planning, Risk Management, Series 65, Strategic Financial..., Structured Products, Uniform Combined State..., Wealth Management...
Education
University of California, Berkeley - Walter A. Haas School of Business 1980 — 1984
Bachelor of Applied Science (B.A.Sc.), Finance
Shirley Conner Shirley Conner's Bear Stearns Experience January 2002 - September 2008
Job Associate at Summit Trail Advisors
Industry Financial Services
Experience
Summit Trail Advisors August 2015 - Present
Barclays April 2009 - August 2015
Bear Stearns January 2002 - September 2008
Credit Suisse February 2000 - January 2002
Wilson Sonsini Goodrich & Rosati May 1996 - February 2000
Bank of America January 1995 - May 1996
Harvey Casino June 1986 - March 1989
Skills
Team Management, Equities, Series 7, Series 3, Series 63, Series 65
Education
UC Davis 1983 — 1988
BA, History
University of San Francisco 1993 — 1994
Paralegal Certificate, Paralegal Certification
Summit Trail Advisors August 2015 - Present
Barclays April 2009 - August 2015
Bear Stearns January 2002 - September 2008
Credit Suisse February 2000 - January 2002
Wilson Sonsini Goodrich & Rosati May 1996 - February 2000
Bank of America January 1995 - May 1996
Harvey Casino June 1986 - March 1989
Skills
Team Management, Equities, Series 7, Series 3, Series 63, Series 65
Education
UC Davis 1983 — 1988
BA, History
University of San Francisco 1993 — 1994
Paralegal Certificate, Paralegal Certification
Elisabeth DeMaria's Bear Stearns Experience April 2001 - June 2002
Job Senior Analyst, Improvements
Industry Think Tanks
Experience
Amdocs November 2013 - Present
New Zealand Red Cross February 2013 - April 2013
Foodstuffs (Wellington) Co-operative Ltd February 2010 - July 2010
Solar City New Zealand January 2010 - March 2010
Ministry of Social Development in Wellington, New Zealand January 2008 - December 2009
The Denver Independent Choreographers Project May 2005 - January 2008
The Denver Independent Choreographers Project April 2005 - July 2007
QWEST COMMUNICATIONS CORP December 2002 - July 2007
Bear Stearns April 2001 - June 2002
Bear Stearns August 2000 - April 2001
Skills
Project Management, Technical Writing, IT Systems Analysis, Business Process..., Business Operations..., Music Composition, Music Video Production, Contemporary Ballet..., Persuasion Writing, Video Editing, Managing Events, Dance, Playwriting, Singing, Improvisation, Radio DJ, Events Planning, Creative Sweets, Catering, Bodyguard of the...
Education
University of Cincinnati
Cleo Parker Robinson
Ruth Page
Xavier University
Amdocs November 2013 - Present
New Zealand Red Cross February 2013 - April 2013
Foodstuffs (Wellington) Co-operative Ltd February 2010 - July 2010
Solar City New Zealand January 2010 - March 2010
Ministry of Social Development in Wellington, New Zealand January 2008 - December 2009
The Denver Independent Choreographers Project May 2005 - January 2008
The Denver Independent Choreographers Project April 2005 - July 2007
QWEST COMMUNICATIONS CORP December 2002 - July 2007
Bear Stearns April 2001 - June 2002
Bear Stearns August 2000 - April 2001
Skills
Project Management, Technical Writing, IT Systems Analysis, Business Process..., Business Operations..., Music Composition, Music Video Production, Contemporary Ballet..., Persuasion Writing, Video Editing, Managing Events, Dance, Playwriting, Singing, Improvisation, Radio DJ, Events Planning, Creative Sweets, Catering, Bodyguard of the...
Education
University of Cincinnati
Cleo Parker Robinson
Ruth Page
Xavier University
Steven Tiegel Steven Tiegel's Bear Stearns Experience December 2004 - April 2008
Job Director, Manager of US Lateral Recruitment at RBC Capital Markets
Industry Staffing and Recruiting
Experience
RBC Capital Markets June 2015 - Present
Novartis Pharmaceuticals Corporation November 2013 - May 2015
Deloitte April 2008 - November 2013
Marathon Asset Management April 2008 - March 2009
Bear Stearns December 2004 - April 2008
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance and International Business
University at Albany, SUNY 1989 — 1993
BS, Accounting
RBC Capital Markets June 2015 - Present
Novartis Pharmaceuticals Corporation November 2013 - May 2015
Deloitte April 2008 - November 2013
Marathon Asset Management April 2008 - March 2009
Bear Stearns December 2004 - April 2008
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance and International Business
University at Albany, SUNY 1989 — 1993
BS, Accounting
David Salaverry David Salaverry's Bear Stearns Experience August 2004 - June 2008
Job Chief Financial Officer, U.S. Private Bank at J.P. Morgan
Industry Banking
Experience
J.P. Morgan October 2014 - Present
J.P. Morgan September 2013 - October 2014
JPMorgan June 2008 - September 2013
Bear Stearns August 2004 - June 2008
Mitchell Madison Group 2000 - 2002
Patpatia & Associates 1998 - 2000
Skills
Strategy, Financial Services, Equities, Management Consulting, Fixed Income, Business Strategy, Finance, Hedge Funds, Capital Markets, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance & Strategy
University of California, Berkeley
BA, Political Economics
J.P. Morgan October 2014 - Present
J.P. Morgan September 2013 - October 2014
JPMorgan June 2008 - September 2013
Bear Stearns August 2004 - June 2008
Mitchell Madison Group 2000 - 2002
Patpatia & Associates 1998 - 2000
Skills
Strategy, Financial Services, Equities, Management Consulting, Fixed Income, Business Strategy, Finance, Hedge Funds, Capital Markets, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2004
MBA, Finance & Strategy
University of California, Berkeley
BA, Political Economics
Preston Raisin's Bear Stearns Experience March 1995 - September 2011
Job Atlas Capital smart beta individual stock allocations. Sonoma Broadway Farms large group retreat feasts and overnights.
Industry Investment Management
Experience
Atlas Capital LLC September 2011 - Present
Sonoma Broadway Farms LLC March 2012 - Present
https://www.youtube.com/watch?v=T3zMMeFK4-Q 2012 - 2014
Bear Stearns March 1995 - September 2011
First Boston Corporation March 1992 - March 1995
DLJ January 1988 - March 1992
Skills
Portfolio Management, Portfolio Optimization, Hedge Funds, Investment Advisory, Equity Research, Fixed Income, Derivatives, Hedging, Agriculture, Alternative Investments, Private Equity, Investments, Equities, Asset Managment, Investment Management, Asset Allocation, Wealth Management..., Corporate Finance, Valuation, Investment Strategies, Financial Modeling, Strategic Financial..., GIPS Compliance, Asset Management, Due Diligence, Venture Capital, Wealth Management, Investment Banking, Entrepreneurship, Funding, Fund Of Funds, Emerging Markets, Mutual Funds, Investor Relations, Series 7, Financial Markets, Capital Markets, Private Placements, Securities, FX Options, Financial Advisory, Commodity, Financial Planning, Management
Education
UCLA 1980 — 1984
Bachelor's degree, English Lit
Santa Barbara High School 1977 — 1980
surfing, bus boy
Atlas Capital LLC September 2011 - Present
Sonoma Broadway Farms LLC March 2012 - Present
https://www.youtube.com/watch?v=T3zMMeFK4-Q 2012 - 2014
Bear Stearns March 1995 - September 2011
First Boston Corporation March 1992 - March 1995
DLJ January 1988 - March 1992
Skills
Portfolio Management, Portfolio Optimization, Hedge Funds, Investment Advisory, Equity Research, Fixed Income, Derivatives, Hedging, Agriculture, Alternative Investments, Private Equity, Investments, Equities, Asset Managment, Investment Management, Asset Allocation, Wealth Management..., Corporate Finance, Valuation, Investment Strategies, Financial Modeling, Strategic Financial..., GIPS Compliance, Asset Management, Due Diligence, Venture Capital, Wealth Management, Investment Banking, Entrepreneurship, Funding, Fund Of Funds, Emerging Markets, Mutual Funds, Investor Relations, Series 7, Financial Markets, Capital Markets, Private Placements, Securities, FX Options, Financial Advisory, Commodity, Financial Planning, Management
Education
UCLA 1980 — 1984
Bachelor's degree, English Lit
Santa Barbara High School 1977 — 1980
surfing, bus boy
Natasha Bottari's Bear Stearns Experience May 2003 - March 2008
Job Commercial Card Solutions Manager at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2011 - Present
JPMorgan Chase March 2008 - December 2010
Bear Stearns May 2003 - March 2008
Skills
Customer Service, Microsoft Office, Negotiation, Series 7, Series 63, Bloomberg, Fixed Income, Equities, Mutual Funds, Uniform Combined State..., Securities, Series 6, Investments, Wealth Management, Portfolio Management, Credit
Education
UC Berkeley 1994 — 1996
Economics
University of Utah 1990 — 1993
J.P. Morgan August 2011 - Present
JPMorgan Chase March 2008 - December 2010
Bear Stearns May 2003 - March 2008
Skills
Customer Service, Microsoft Office, Negotiation, Series 7, Series 63, Bloomberg, Fixed Income, Equities, Mutual Funds, Uniform Combined State..., Securities, Series 6, Investments, Wealth Management, Portfolio Management, Credit
Education
UC Berkeley 1994 — 1996
Economics
University of Utah 1990 — 1993
James Bochecchio James Bochecchio's Bear Stearns Experience May 2005 - April 2007
Job Vice President Investments
Industry Financial Services
Experience
New York City January 2014 - Present
Chase Investment Services Corp. September 2010 - Present
Bear, Stearns & Co. Inc. /JP Morgan and Chase April 2007 - July 2009
Bear Stearns May 2005 - April 2007
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Equities, Mutual Funds, Portfolio Management, Investments, Excel, Derivatives, Financial Analysis, Financial Planning, Settlements, Bonds, Hedge Funds, Microsoft Excel
Education
State University of New York at Albany 2000 — 2004
B.A., Information Science
New York City January 2014 - Present
Chase Investment Services Corp. September 2010 - Present
Bear, Stearns & Co. Inc. /JP Morgan and Chase April 2007 - July 2009
Bear Stearns May 2005 - April 2007
Skills
Series 7, Series 63, Bloomberg, Fixed Income, Equities, Mutual Funds, Portfolio Management, Investments, Excel, Derivatives, Financial Analysis, Financial Planning, Settlements, Bonds, Hedge Funds, Microsoft Excel
Education
State University of New York at Albany 2000 — 2004
B.A., Information Science
Ron Suber Ron Suber's Bear Stearns Experience July 1992 - June 2006
Job President at Prosper Marketplace
Industry Financial Services
Experience
Prosper Marketplace March 2014 - Present
Prosper Marketplace January 2013 - March 2014
HazelTree Fund Services June 2011 - July 2013
Wells Fargo Securities August 2012 - January 2013
Merlin Securities April 2008 - July 2012
Spectrum Global Fund Administration July 2006 - April 2008
Bear Stearns July 1992 - June 2006
Pershing June 1986 - June 1991
Education
University of California, Berkeley 1983 — 1986
BA, Economics
University of California, San Diego 1982 — 1983
Prosper Marketplace March 2014 - Present
Prosper Marketplace January 2013 - March 2014
HazelTree Fund Services June 2011 - July 2013
Wells Fargo Securities August 2012 - January 2013
Merlin Securities April 2008 - July 2012
Spectrum Global Fund Administration July 2006 - April 2008
Bear Stearns July 1992 - June 2006
Pershing June 1986 - June 1991
Education
University of California, Berkeley 1983 — 1986
BA, Economics
University of California, San Diego 1982 — 1983
Robert Jaffe Robert Jaffe's Bear Stearns Experience 1992 - 1998
Job Senior Vice President at Freedom Capital Management
Industry Financial Services
Experience
Freedom Capital Management (FCM) November 2011 - Present
Royal Alliance Associates INC November 2011 - Present
RBC Financial July 2002 - November 2011
Lehman 1998 - 2002
Bear Stearns 1992 - 1998
Shearson Lehman Hutton 1988 - 1992
EF Hutton 1986 - 1988
Johnson & Johnson 1984 - 1986
Skills
Private Equity, Portfolio Management, Asset Managment, Venture Capital, Asset Management, Investments, Securities
Education
University of California, Santa Barbara 1982 — 1984
BS, International Relations
University of California, Santa Barbara 1982 — 1984
International Relations, International Relations
Freedom Capital Management (FCM) November 2011 - Present
Royal Alliance Associates INC November 2011 - Present
RBC Financial July 2002 - November 2011
Lehman 1998 - 2002
Bear Stearns 1992 - 1998
Shearson Lehman Hutton 1988 - 1992
EF Hutton 1986 - 1988
Johnson & Johnson 1984 - 1986
Skills
Private Equity, Portfolio Management, Asset Managment, Venture Capital, Asset Management, Investments, Securities
Education
University of California, Santa Barbara 1982 — 1984
BS, International Relations
University of California, Santa Barbara 1982 — 1984
International Relations, International Relations
Morris Amiri Morris Amiri's Bear Stearns Experience February 2005 - July 2005
Job Managing Partner at Dash Acquisitions
Industry Investment Management
Experience
Dash Acquisitions February 2009 - Present
RBC Wealth Management July 2005 - February 2009
Bear Stearns February 2005 - July 2005
Skills
Financial Reporting, Valuation, Strategy, Private Equity, Portfolio Management, Management, Investments, Finance, Analysis, Hedge Funds, Restructuring
Education
University of Arizona, Eller College of Management 2001 — 2004
BS/BA, Finance
University of Arizona
Bachelor of Science, Finance
Dash Acquisitions February 2009 - Present
RBC Wealth Management July 2005 - February 2009
Bear Stearns February 2005 - July 2005
Skills
Financial Reporting, Valuation, Strategy, Private Equity, Portfolio Management, Management, Investments, Finance, Analysis, Hedge Funds, Restructuring
Education
University of Arizona, Eller College of Management 2001 — 2004
BS/BA, Finance
University of Arizona
Bachelor of Science, Finance
Laura Feldman Laura Feldman's Bear Stearns Experience June 1986 - November 1989
Job Business Manager at Starr Design
Industry Architecture & Planning
Experience
Starr Design February 2013 - Present
Tribeca Billing Services, LLC May 2009 - January 2013
Independent Human Resources Consultant February 2003 - October 2003
Brannon & Tully/COMFORCE January 1997 - August 1998
Computer Professionals, Inc 1996 - 1997
Swiss Bank Corporation January 1993 - August 1994
SBCI Swiss Bank Investment Bank 1991 - 1994
Securities Data Co. 1990 - 1991
Bear Stearns June 1986 - November 1989
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Office Management, Organization, Problem Solving, QuickBooks, User Acceptance Testing
Education
University at Albany, SUNY 1982 — 1986
BA, Psychology
Starr Design February 2013 - Present
Tribeca Billing Services, LLC May 2009 - January 2013
Independent Human Resources Consultant February 2003 - October 2003
Brannon & Tully/COMFORCE January 1997 - August 1998
Computer Professionals, Inc 1996 - 1997
Swiss Bank Corporation January 1993 - August 1994
SBCI Swiss Bank Investment Bank 1991 - 1994
Securities Data Co. 1990 - 1991
Bear Stearns June 1986 - November 1989
Skills
Customer Service, Microsoft Office, Microsoft Excel, Microsoft Word, Office Management, Organization, Problem Solving, QuickBooks, User Acceptance Testing
Education
University at Albany, SUNY 1982 — 1986
BA, Psychology
Stephanie Marsh's Bear Stearns Experience June 2006 - August 2007
Job Account Executive at Quicken Home Loans
Industry Financial Services
Experience
Quicken Home Loans June 2011 - Present
Bear Stearns June 2006 - August 2007
Option One Mortgage 1999 - 2005
Norwest Business Services, Inc December 1997 - February 2000
Education
University of Arizona 1984 — 1989
Bachelors in Business Administration, Accounting and Finance
Quicken Home Loans June 2011 - Present
Bear Stearns June 2006 - August 2007
Option One Mortgage 1999 - 2005
Norwest Business Services, Inc December 1997 - February 2000
Education
University of Arizona 1984 — 1989
Bachelors in Business Administration, Accounting and Finance
Moises Silva, CFA Moises Silva, CFA's Bear Stearns Experience 2007 - 2008
Job MBA student at UC Berkeley
Industry Financial Services
Eric Norquist Eric Norquist's Bear Stearns Experience November 1993 - June 2004
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan October 2005 - Present
Banc of America Securities June 2004 - October 2005
Bear Stearns November 1993 - June 2004
Skills
Portfolio Management, Trading, Financial Structuring, Loans, MBS, Residential Mortgages, Management, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equities
Education
University of California, Irvine 1989 — 1993
B.S., Economics / Political Science
JP Morgan October 2005 - Present
Banc of America Securities June 2004 - October 2005
Bear Stearns November 1993 - June 2004
Skills
Portfolio Management, Trading, Financial Structuring, Loans, MBS, Residential Mortgages, Management, Fixed Income, Capital Markets, Hedge Funds, Derivatives, Equities
Education
University of California, Irvine 1989 — 1993
B.S., Economics / Political Science
Gilbert Gray Gilbert Gray's Bear Stearns Experience 1994 - 1996
Job Customer Care Supervisor at Xerox
Industry Financial Services
Experience
Xerox April 2012 - Present
Xerox March 2012 - Present
Affiliated Computer Services September 2009 - March 2012
Macro Consulting Group December 2008 - January 2009
Buck Consultants June 2006 - November 2008
Morgan Stanley September 2003 - May 2006
Checkfree Investment Services September 2001 - April 2003
Glickenhaus & Co. January 2000 - September 2001
Cramer Rosenthal McGlynn May 1999 - January 2000
Bear Stearns 1994 - 1996
Skills
Manager of Customer Care, Change Management, Customer Service, Coaching Staff, Training, Recruiting, Developing Talent, Portfolio Management, Equities, Investments, Mutual Funds, Financial Services, Strategy, Analysis, Due Diligence, Fixed Income, Management, Trading, Series 7, Securities, Asset Allocation
Education
Irish Arts Center 1998 — 2002
Acting, Film Editing and Irish language, Acting, Filme Editing and Irish language, Not applicable
University College Cork 1988 — 1992
Bachelor of Commerce (B.Com.), Accounting and Finance
Colaiste an Spioraid Naomh High School, Bishopstown, Cork City, Ireland 1974 — 1979
High School Diploma, Accounting
Xerox April 2012 - Present
Xerox March 2012 - Present
Affiliated Computer Services September 2009 - March 2012
Macro Consulting Group December 2008 - January 2009
Buck Consultants June 2006 - November 2008
Morgan Stanley September 2003 - May 2006
Checkfree Investment Services September 2001 - April 2003
Glickenhaus & Co. January 2000 - September 2001
Cramer Rosenthal McGlynn May 1999 - January 2000
Bear Stearns 1994 - 1996
Skills
Manager of Customer Care, Change Management, Customer Service, Coaching Staff, Training, Recruiting, Developing Talent, Portfolio Management, Equities, Investments, Mutual Funds, Financial Services, Strategy, Analysis, Due Diligence, Fixed Income, Management, Trading, Series 7, Securities, Asset Allocation
Education
Irish Arts Center 1998 — 2002
Acting, Film Editing and Irish language, Acting, Filme Editing and Irish language, Not applicable
University College Cork 1988 — 1992
Bachelor of Commerce (B.Com.), Accounting and Finance
Colaiste an Spioraid Naomh High School, Bishopstown, Cork City, Ireland 1974 — 1979
High School Diploma, Accounting
Christopher Tedder Christopher Tedder's Bear Stearns Experience June 2007 - December 2007
Job Call Center Manager
Industry Real Estate
Experience
Bear Stearns June 2007 - December 2007
New Century Mortgage August 2005 - June 2007
123 Loan 2002 - 2004
Sprint 1997 - 2002
Cox Communications 1997 - 2000
Education
University of California, Irvine 1996 — 1999
B.S, Business Management
Bear Stearns June 2007 - December 2007
New Century Mortgage August 2005 - June 2007
123 Loan 2002 - 2004
Sprint 1997 - 2002
Cox Communications 1997 - 2000
Education
University of California, Irvine 1996 — 1999
B.S, Business Management
Noreen Cary Noreen Cary's Bear Stearns Experience August 1988 - September 1989
Job Bankruptcy Attorney
Industry Law Practice
Experience
Cary Law Firm, PLLC January 2015 - Present
Green & Cary PLLC January 2013 - December 2014
Daniel J. Rylander, PC March 2010 - October 2012
Thompson Law Group. P.C. July 2009 - February 2010
The Active Network June 2003 - September 2008
JMI Realty 2000 - 2002
JMB Realty 1989 - 1993
Bear Stearns August 1988 - September 1989
Skills
Mergers, Start-ups, Contract Negotiation, Licensing, Due Diligence, SaaS, Corporate Law, Strategic Partnerships, Real Estate, Intellectual Property, Finance, Strategic Planning, Business Development, Acquisitions, Business, Corporate Governance, Social Media, Venture Capital, Joint Ventures, Negotiation, Bankruptcy, Mergers & Acquisitions
Education
University of Arizona, James E. Rogers College of Law 1992 — 1995
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance
Cary Law Firm, PLLC January 2015 - Present
Green & Cary PLLC January 2013 - December 2014
Daniel J. Rylander, PC March 2010 - October 2012
Thompson Law Group. P.C. July 2009 - February 2010
The Active Network June 2003 - September 2008
JMI Realty 2000 - 2002
JMB Realty 1989 - 1993
Bear Stearns August 1988 - September 1989
Skills
Mergers, Start-ups, Contract Negotiation, Licensing, Due Diligence, SaaS, Corporate Law, Strategic Partnerships, Real Estate, Intellectual Property, Finance, Strategic Planning, Business Development, Acquisitions, Business, Corporate Governance, Social Media, Venture Capital, Joint Ventures, Negotiation, Bankruptcy, Mergers & Acquisitions
Education
University of Arizona, James E. Rogers College of Law 1992 — 1995
Doctor of Law (J.D.)
University of Illinois at Urbana-Champaign - College of Business 1984 — 1988
BS, Finance
Matthew Blank Matthew Blank's Bear Stearns Experience 1988 - 1990
Job Director of Investments at The Washington Trust Company
Industry Banking
Experience
The Washington Trust Company July 2011 - Present
Citizens Bank December 1998 - July 2011
Sumitomo Life America September 1990 - November 1998
Bear Stearns 1988 - 1990
Skills
Asset Management
Education
University of California, Berkeley, Haas School of Business 1980 — 1982
MBA, Finance
The Washington Trust Company July 2011 - Present
Citizens Bank December 1998 - July 2011
Sumitomo Life America September 1990 - November 1998
Bear Stearns 1988 - 1990
Skills
Asset Management
Education
University of California, Berkeley, Haas School of Business 1980 — 1982
MBA, Finance
Seth Scholar's Bear Stearns Experience September 1987 - November 1989
Job
Industry Investment Management
Experience
The Private Client Reserve of U.S. Bank May 2011 - Present
CSI Capital Management (acquired Tamalpais Wealth Advisors) February 2010 - May 2011
Tamalpais Wealth Advisors May 2005 - February 2010
Sand Hill Advisors November 2002 - May 2005
Harris Bretall Sullivan & Smith LLC April 1993 - August 2002
Hambrecht & Quist November 1989 - April 1993
Bear Stearns September 1987 - November 1989
Skills
Portfolio Management, Equities, Options, Management, Asset Allocation, Hedge Funds, Investment Management, Alternative Investments, Investments, Wealth Management, Investment Strategies, Investment Advisory, Asset Management, Wealth Management..., Mutual Funds
Education
University of California, Santa Barbara 1984 — 1987
BA, Business / Economics
University of California, Berkeley Extension 2006 — 2008
Graduate Certificate, Personal Financial Planning
The Private Client Reserve of U.S. Bank May 2011 - Present
CSI Capital Management (acquired Tamalpais Wealth Advisors) February 2010 - May 2011
Tamalpais Wealth Advisors May 2005 - February 2010
Sand Hill Advisors November 2002 - May 2005
Harris Bretall Sullivan & Smith LLC April 1993 - August 2002
Hambrecht & Quist November 1989 - April 1993
Bear Stearns September 1987 - November 1989
Skills
Portfolio Management, Equities, Options, Management, Asset Allocation, Hedge Funds, Investment Management, Alternative Investments, Investments, Wealth Management, Investment Strategies, Investment Advisory, Asset Management, Wealth Management..., Mutual Funds
Education
University of California, Santa Barbara 1984 — 1987
BA, Business / Economics
University of California, Berkeley Extension 2006 — 2008
Graduate Certificate, Personal Financial Planning
Bart Maeda, CAIA's Bear Stearns Experience April 1995 - May 2001
Job
Industry Investment Management
Experience
DALTON INVESTMENTS LLC July 2007 - Present
The SPARX Group October 2001 - June 2007
Bear Stearns April 1995 - May 2001
The First Boston Corporation March 1992 - April 1995
Education
University of California, Irvine 1986 — 1990
BA
DALTON INVESTMENTS LLC July 2007 - Present
The SPARX Group October 2001 - June 2007
Bear Stearns April 1995 - May 2001
The First Boston Corporation March 1992 - April 1995
Education
University of California, Irvine 1986 — 1990
BA
William B. Perri - CPA's Bear Stearns Experience July 2002 - January 2004
Job Fixed Income Accounting & Reporting
Industry Capital Markets
Experience
BMO Capital Markets February 2013 - Present
BBVA December 2011 - January 2013
Sumitomo Mitsui Banking Corporation February 2011 - December 2011
Deutsche Bank October 2007 - October 2010
JP Morgan April 2007 - August 2007
Citigroup July 2004 - April 2007
Bear Stearns July 2002 - January 2004
Margolin, Winer & Evens LLP 2000 - 2002
Skills
Fixed Income, CPA, IFRS, VBA, Pivot Tables, Bonds, Structured Products, ABS, CDO, SAP, US GAAP reporting, FAS 157, Macro, Vlookup, FX, Derivatives, Supervisory Experience, Credit, FX Options, Securitization, US GAAP, Variance Analysis, Product Control, Account Reconciliation, Accounting, Financial Statements, Finance, Essbase, Trading, Capital Markets, Securities, Middle Office, General Ledger, Options, Portfolio Management, Auditing, GAAP, Internal Audit, Emerging Markets, Bloomberg, Credit Derivatives, Treasury, Valuation, Swaps, Interest Rate..., Hedge Funds, Corporate Finance, Financial Audits, Financial Modeling, Analysis
Education
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
BMO Capital Markets February 2013 - Present
BBVA December 2011 - January 2013
Sumitomo Mitsui Banking Corporation February 2011 - December 2011
Deutsche Bank October 2007 - October 2010
JP Morgan April 2007 - August 2007
Citigroup July 2004 - April 2007
Bear Stearns July 2002 - January 2004
Margolin, Winer & Evens LLP 2000 - 2002
Skills
Fixed Income, CPA, IFRS, VBA, Pivot Tables, Bonds, Structured Products, ABS, CDO, SAP, US GAAP reporting, FAS 157, Macro, Vlookup, FX, Derivatives, Supervisory Experience, Credit, FX Options, Securitization, US GAAP, Variance Analysis, Product Control, Account Reconciliation, Accounting, Financial Statements, Finance, Essbase, Trading, Capital Markets, Securities, Middle Office, General Ledger, Options, Portfolio Management, Auditing, GAAP, Internal Audit, Emerging Markets, Bloomberg, Credit Derivatives, Treasury, Valuation, Swaps, Interest Rate..., Hedge Funds, Corporate Finance, Financial Audits, Financial Modeling, Analysis
Education
State University of New York at Albany
Bachelor of Science (B.S.), Accounting
Charlie Hsu's Bear Stearns Experience 2003 - 2004
Job Investment management professional with buyside analyst / investment banking experience seeking new career opportunity
Industry Investment Management
Experience
Los Angeles area (preferred) or Asia (considered) 2013 - Present
BMO 2011 - 2012
Deutsche Bank 2007 - 2010
Deutsche Bank 2004 - 2007
Bear Stearns 2003 - 2004
Skills
Investment Banking, Valuation, Financial Modeling, Equities, LBO, Private Equity, Capital Markets, Corporate Finance, Bloomberg, Fixed Income, Hedge Funds, Capital IQ, Equity Research, M&A experience, Corporate Development, Investment Advisory, Asset Management, Portfolio Management, Mergers & Acquisitions, Investments, Investment Management
Education
University of California, Berkeley 1998 — 2002
B.A., Economics
University of California, Berkeley (Senior Honors Thesis) 2001 — 2002
Senior Honors Thesis
Los Altos High School
Taipei American School (TAS) 台北美國學校
Los Angeles area (preferred) or Asia (considered) 2013 - Present
BMO 2011 - 2012
Deutsche Bank 2007 - 2010
Deutsche Bank 2004 - 2007
Bear Stearns 2003 - 2004
Skills
Investment Banking, Valuation, Financial Modeling, Equities, LBO, Private Equity, Capital Markets, Corporate Finance, Bloomberg, Fixed Income, Hedge Funds, Capital IQ, Equity Research, M&A experience, Corporate Development, Investment Advisory, Asset Management, Portfolio Management, Mergers & Acquisitions, Investments, Investment Management
Education
University of California, Berkeley 1998 — 2002
B.A., Economics
University of California, Berkeley (Senior Honors Thesis) 2001 — 2002
Senior Honors Thesis
Los Altos High School
Taipei American School (TAS) 台北美國學校
Brad Galton, CFA's Bear Stearns Experience June 2001 - August 2001
Job Director at CNBSolutions, Ltd
Industry Mechanical or Industrial Engineering
Experience
CNBSolutions Ltd February 2003 - Present
Bear Stearns June 2001 - August 2001
First Quadrant January 1999 - May 2000
First Quadrant May 1997 - January 1999
Skills
Quantitative Risk, Financial Modeling, Project Management, Forecasting, Derivatives, Fixed Income Analysis, Portfolio Optimization, Strategic Planning, Process Improvement, R, C++, VBA, Matlab, Python, Apache Spark
Education
University of Washington 2013 — 2015
Master of Science (M.Sc.), Computational Finance and Risk Management
University of California, Santa Barbara
Bachelor of Arts (BA), Economics
CNBSolutions Ltd February 2003 - Present
Bear Stearns June 2001 - August 2001
First Quadrant January 1999 - May 2000
First Quadrant May 1997 - January 1999
Skills
Quantitative Risk, Financial Modeling, Project Management, Forecasting, Derivatives, Fixed Income Analysis, Portfolio Optimization, Strategic Planning, Process Improvement, R, C++, VBA, Matlab, Python, Apache Spark
Education
University of Washington 2013 — 2015
Master of Science (M.Sc.), Computational Finance and Risk Management
University of California, Santa Barbara
Bachelor of Arts (BA), Economics
Ash Sayed's Bear Stearns Experience 2004 - 2007
Job Senior Business Intelligence Professional
Industry Information Technology and Services
Experience
Independent Consultant September 2014 - Present
The Walt Disney Company January 2009 - January 2015
Bear Stearns 2004 - 2007
Option One Mortgage 2004 - 2005
Skills
Data Warehousing, Data Modeling, Data Integration, ETL, SDLC, Business Intelligence, Enterprise Architecture, Management, Databases, SSIS, Business Objects, Oracle, OLAP, PL/SQL, Data Warehouse..., Requirements Gathering, DB2, Solution Architecture, Data Migration, Database Design, Integration, SSRS, Dimensional Modeling, Microsoft SQL Server, T-SQL, Master Data Management, Performance Tuning, Relational Databases, Informatica, Microstrategy, Systems Analysis, Data Quality, Cognos, Data Mining, Erwin
Education
University of California, Irvine
Independent Consultant September 2014 - Present
The Walt Disney Company January 2009 - January 2015
Bear Stearns 2004 - 2007
Option One Mortgage 2004 - 2005
Skills
Data Warehousing, Data Modeling, Data Integration, ETL, SDLC, Business Intelligence, Enterprise Architecture, Management, Databases, SSIS, Business Objects, Oracle, OLAP, PL/SQL, Data Warehouse..., Requirements Gathering, DB2, Solution Architecture, Data Migration, Database Design, Integration, SSRS, Dimensional Modeling, Microsoft SQL Server, T-SQL, Master Data Management, Performance Tuning, Relational Databases, Informatica, Microstrategy, Systems Analysis, Data Quality, Cognos, Data Mining, Erwin
Education
University of California, Irvine
Ryan Stewart, CFA, CFP®'s Bear Stearns Experience June 2002 - April 2008
Job Financial Advisor at JPMorgan Securities
Industry Financial Services
Experience
JPMorgan Securities Inc January 2015 - Present
JPMorgan Securities Inc April 2008 - December 2014
Bear Stearns June 2002 - April 2008
Skills
Investment Products, Financial Planning, Financial Analysis, Fixed Income Trading, Equity Trading, Equity Derivatives, Private Equity, Hedge Funds, Retirement Planning, Asset Allocation, Portfolio Management, Client Services, Writing, Idea Generation, Due Diligence, Fixed Income, Investments, Alternative Investments
Education
University of California, Los Angeles 1999 — 2003
Bachelor of Arts, Business Economics
Cajon High School 1995 — 1999
High School Diploma
JPMorgan Securities Inc January 2015 - Present
JPMorgan Securities Inc April 2008 - December 2014
Bear Stearns June 2002 - April 2008
Skills
Investment Products, Financial Planning, Financial Analysis, Fixed Income Trading, Equity Trading, Equity Derivatives, Private Equity, Hedge Funds, Retirement Planning, Asset Allocation, Portfolio Management, Client Services, Writing, Idea Generation, Due Diligence, Fixed Income, Investments, Alternative Investments
Education
University of California, Los Angeles 1999 — 2003
Bachelor of Arts, Business Economics
Cajon High School 1995 — 1999
High School Diploma
John Ceffalio's Bear Stearns Experience February 2007 - June 2008
Job Municipal Credit Analyst
Industry Financial Services
Experience
AllianceBernstein June 2010 - Present
Moody's Investors Service October 2008 - June 2010
Bear Stearns February 2007 - June 2008
Fitch Ratings 2004 - 2007
State of Alaska 1998 - 2002
Skills
Public Finance, Financial Analysis, Fixed Income, Credit, Capital Markets, Financial Modeling, Bonds, Risk Management, Policy Analysis, Finance, Asset Managment, Government, Policy
Education
University of Pennsylvania 2003 — 2004
MGA, Masters of Government Administration
University of Alaska Anchorage 1992 — 1994
BA, History
AllianceBernstein June 2010 - Present
Moody's Investors Service October 2008 - June 2010
Bear Stearns February 2007 - June 2008
Fitch Ratings 2004 - 2007
State of Alaska 1998 - 2002
Skills
Public Finance, Financial Analysis, Fixed Income, Credit, Capital Markets, Financial Modeling, Bonds, Risk Management, Policy Analysis, Finance, Asset Managment, Government, Policy
Education
University of Pennsylvania 2003 — 2004
MGA, Masters of Government Administration
University of Alaska Anchorage 1992 — 1994
BA, History
Shanigay White's Bear Stearns Experience June 1999 - September 2001
Job Assistant Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse February 2010 - Present
Merrill Lynch February 2007 - February 2010
JPMorganChase July 2002 - February 2007
JPMorgan Chase 2002 - 2007
Salomon Smith Barney September 2001 - May 2002
Bear Stearns June 1999 - September 2001
Citigroup Venture Capital June 1997 - September 2001
Skills
Six Sigma, Strategic Planning, Business Strategy, Risk Management, Cross-functional Team..., Business Process..., Visio, Project Management, Process Improvement, Financial Analysis, IT Strategy, Process Engineering, Management Consulting, Microsoft Excel, Operations Management, Business Analysis, Change Management, Lean Manufacturing, SDLC, Middle Office, Interest Rate..., Program Management, Derivatives, Banking, Analysis, PMO, Credit Derivatives, Prime Brokerage, Vendor Management
Education
State University of New York at Albany 1998 — 2002
Bachelors of Science, Economics and Business Management (Latin American Studies Minor)
Credit Suisse February 2010 - Present
Merrill Lynch February 2007 - February 2010
JPMorganChase July 2002 - February 2007
JPMorgan Chase 2002 - 2007
Salomon Smith Barney September 2001 - May 2002
Bear Stearns June 1999 - September 2001
Citigroup Venture Capital June 1997 - September 2001
Skills
Six Sigma, Strategic Planning, Business Strategy, Risk Management, Cross-functional Team..., Business Process..., Visio, Project Management, Process Improvement, Financial Analysis, IT Strategy, Process Engineering, Management Consulting, Microsoft Excel, Operations Management, Business Analysis, Change Management, Lean Manufacturing, SDLC, Middle Office, Interest Rate..., Program Management, Derivatives, Banking, Analysis, PMO, Credit Derivatives, Prime Brokerage, Vendor Management
Education
State University of New York at Albany 1998 — 2002
Bachelors of Science, Economics and Business Management (Latin American Studies Minor)
Danielle Beer's Bear Stearns Experience 2002 - 2007
Job Executive Assistant at Facebook
Industry Internet
Experience
Facebook March 2007 - Present
Bear Stearns 2002 - 2007
Education
University of California, Santa Barbara 1992 — 1996
Facebook March 2007 - Present
Bear Stearns 2002 - 2007
Education
University of California, Santa Barbara 1992 — 1996
Marc Stenzler's Bear Stearns Experience October 2000 - June 2003
Job Trader at Kavi Asset Management
Industry Financial Services
Experience
Kavi Asset Management March 2015 - Present
Samlyn Capital February 2007 - March 2015
Entrust Capital Advisors, LLC February 2004 - February 2007
Bear Stearns October 2000 - June 2003
Skills
Financial Modeling, Valuation, Portfolio Management, Due Diligence, Private Equity, Series 7, Venture Capital, Equities, Hedge Funds, Series 63, Capital Markets
Education
SUNY Albany 1996 — 2000
Bachelor of Science (B.S.), English Language and Literature/Letters
State University of New York at Albany 1996 — 2000
Bachelor, English
Kavi Asset Management March 2015 - Present
Samlyn Capital February 2007 - March 2015
Entrust Capital Advisors, LLC February 2004 - February 2007
Bear Stearns October 2000 - June 2003
Skills
Financial Modeling, Valuation, Portfolio Management, Due Diligence, Private Equity, Series 7, Venture Capital, Equities, Hedge Funds, Series 63, Capital Markets
Education
SUNY Albany 1996 — 2000
Bachelor of Science (B.S.), English Language and Literature/Letters
State University of New York at Albany 1996 — 2000
Bachelor, English
Sanjay Konur's Bear Stearns Experience April 2004 - June 2007
Job Trader at Q Investments
Industry Financial Services
Experience
Q Investments September 2007 - Present
Bear Stearns April 2004 - June 2007
Enron August 2000 - April 2004
Skills
Valuation, Derivatives, Fixed Income, Trading, CDS, Alternative Investments, Equities, Emerging Markets, Commodity, Hedge Funds, Portfolio Management, Capital Markets, Financial Modeling, Financial Risk, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Arizona 1990 — 1994
B.S, Mechanical Engineering
Q Investments September 2007 - Present
Bear Stearns April 2004 - June 2007
Enron August 2000 - April 2004
Skills
Valuation, Derivatives, Fixed Income, Trading, CDS, Alternative Investments, Equities, Emerging Markets, Commodity, Hedge Funds, Portfolio Management, Capital Markets, Financial Modeling, Financial Risk, Investment Banking
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
University of Arizona 1990 — 1994
B.S, Mechanical Engineering
Juan Guzman's Bear Stearns Experience July 2007 - June 2008
Job Senior Vice President at Houlihan Lokey
Industry Banking
Experience
Houlihan Lokey February 2015 - Present
The Blackstone Group September 2011 - January 2015
Prudential Financial September 2008 - September 2011
Bear Stearns July 2007 - June 2008
Putnam Lovell NBF June 2006 - September 2006
Sony Corporation of America May 2003 - August 2005
PricewaterhouseCoopers January 2001 - May 2003
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Capital Markets, Financial Modeling, Financial Advisory, Internal Audit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Corporate Finance, Law
University of California, Los Angeles 1996 — 2000
BA, Economics, Accounting
Houlihan Lokey February 2015 - Present
The Blackstone Group September 2011 - January 2015
Prudential Financial September 2008 - September 2011
Bear Stearns July 2007 - June 2008
Putnam Lovell NBF June 2006 - September 2006
Sony Corporation of America May 2003 - August 2005
PricewaterhouseCoopers January 2001 - May 2003
Skills
Investment Banking, Valuation, Mergers & Acquisitions, Capital Markets, Financial Modeling, Financial Advisory, Internal Audit
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
Master of Business Administration (MBA), Corporate Finance, Law
University of California, Los Angeles 1996 — 2000
BA, Economics, Accounting
Mike Morrisroe's Bear Stearns Experience May 2000 - March 2005
Job Associate Portfolio Manager at Bessemer Trust
Industry Capital Markets
Experience
Bessemer Trust April 2005 - Present
Bear Stearns May 2000 - March 2005
Martin Geller 1996 - 1999
Martin Geller 1996 - 1999
Education
State University of New York at Albany 1991 — 1995
Accounting
Bessemer Trust April 2005 - Present
Bear Stearns May 2000 - March 2005
Martin Geller 1996 - 1999
Martin Geller 1996 - 1999
Education
State University of New York at Albany 1991 — 1995
Accounting
Steve Capp's Bear Stearns Experience 1997 - 2003
Job CFO, Banker, Director
Industry Entertainment
Experience
Pinnacle Entertainment January 2003 - March 2011
Bear Stearns 1997 - 2003
Bank of America Securities 1989 - 1997
Skills
Financial Modeling, Gaming Industry, Valuation, Sarbanes-Oxley Act, Financial Analysis, Management Consulting, Private Equity, Corporate Finance, Forecasting, Asset Managment, Investments, Due Diligence
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
University of Arizona 1982 — 1985
BS, Finance
Pinnacle Entertainment January 2003 - March 2011
Bear Stearns 1997 - 2003
Bank of America Securities 1989 - 1997
Skills
Financial Modeling, Gaming Industry, Valuation, Sarbanes-Oxley Act, Financial Analysis, Management Consulting, Private Equity, Corporate Finance, Forecasting, Asset Managment, Investments, Due Diligence
Education
University of Pennsylvania - The Wharton School 1987 — 1989
MBA
University of Arizona 1982 — 1985
BS, Finance
Chris DeGrace CFA's Bear Stearns Experience March 2002 - April 2005
Job Senior Vice President The DeGrace Group SunTrust Investment Services Inc.
Industry Financial Services
Experience
SunTrust Investment Services Inc May 2006 - Present
Citigroup Smith Barney April 2005 - May 2006
Bear Stearns March 2002 - April 2005
Robert W. Baird & Co. August 2001 - March 2002
Education
University of Alabama 1995 — 2001
SunTrust Investment Services Inc May 2006 - Present
Citigroup Smith Barney April 2005 - May 2006
Bear Stearns March 2002 - April 2005
Robert W. Baird & Co. August 2001 - March 2002
Education
University of Alabama 1995 — 2001
Tina Jurman's Bear Stearns Experience February 2004 - February 2009
Job Due Diligence Manager at Legg Mason
Industry Financial Services
Experience
Legg Mason July 2010 - Present
Bear Stearns February 2004 - February 2009
Bank of America 2002 - February 2004
Morgan Stanley 1999 - August 2002
Mercury Asset Management June 1996 - April 1999
RCB Trust Co. 1988 - May 1995
Skills
Asset Management, Investment Management, Alternative Investments, Due Diligence, Investments, Equities, Asset Allocation, Finance, Hedge Funds, Fixed Income, Mutual Funds, Securities, Capital Markets, Financial Services, Portfolio Management
Education
University of Bridgeport 1990 — 1994
MBA, International Business
University of Massachusetts, Amherst 1984 — 1988
1988, Finance
Legg Mason July 2010 - Present
Bear Stearns February 2004 - February 2009
Bank of America 2002 - February 2004
Morgan Stanley 1999 - August 2002
Mercury Asset Management June 1996 - April 1999
RCB Trust Co. 1988 - May 1995
Skills
Asset Management, Investment Management, Alternative Investments, Due Diligence, Investments, Equities, Asset Allocation, Finance, Hedge Funds, Fixed Income, Mutual Funds, Securities, Capital Markets, Financial Services, Portfolio Management
Education
University of Bridgeport 1990 — 1994
MBA, International Business
University of Massachusetts, Amherst 1984 — 1988
1988, Finance
Anne Chang's Bear Stearns Experience September 2003 - March 2008
Job Managing Director at Virtus Partners, LLC
Industry Investment Banking
Experience
Virtus Partners, LLC March 2015 - Present
Barclays Capital October 2011 - July 2014
JP Morgan March 2008 - September 2011
Bear Stearns September 2003 - March 2008
Morgan Stanley November 2001 - August 2003
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Financial Modeling, Valuation, Accounting, Capital Markets, Financial Reporting, Portfolio Management, Corporate Finance, Bloomberg
Education
University at Buffalo
Bachelor of Science, Business Administraion (Accounting & Finance)
Virtus Partners, LLC March 2015 - Present
Barclays Capital October 2011 - July 2014
JP Morgan March 2008 - September 2011
Bear Stearns September 2003 - March 2008
Morgan Stanley November 2001 - August 2003
Skills
Fixed Income, Equities, Derivatives, Investment Banking, Financial Modeling, Valuation, Accounting, Capital Markets, Financial Reporting, Portfolio Management, Corporate Finance, Bloomberg
Education
University at Buffalo
Bachelor of Science, Business Administraion (Accounting & Finance)
Kevin Sesny's Bear Stearns Experience 2005 - 2008
Job Executive Director, Head of FA Discretionary, at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2013 - Present
JPMorgan Chase November 2012 - January 2013
J.P. Morgan 2005 - 2012
Bear Stearns 2005 - 2008
Skills
Series 7, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, FINRA, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Series 24, Series 63, Trading Systems, Wealth Management
Education
University at Albany, SUNY 1988 — 1990
UBS Wealth Management January 2013 - Present
JPMorgan Chase November 2012 - January 2013
J.P. Morgan 2005 - 2012
Bear Stearns 2005 - 2008
Skills
Series 7, Hedge Funds, Alternative Investments, Asset Allocation, Asset Management, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, FINRA, Financial Services, Fixed Income, Investments, Mutual Funds, Portfolio Management, Securities, Series 24, Series 63, Trading Systems, Wealth Management
Education
University at Albany, SUNY 1988 — 1990
Jay Vleeschhouwer's Bear Stearns Experience 1988 - 1990
Job Managing Director at Griffin Securities
Industry Financial Services
Experience
Griffin Securities April 2011 - Present
Ticonderoga Securities LLC November 2009 - May 2010
Merrill Lynch February 1998 - December 2008
Bear Stearns 1988 - 1990
Cantor Fitzgerald & Co. 1983 - 1986
CMB Investment Counselors 1981 - 1982
Trust Company of the West 1980 - 1981
Skills
Financial Modeling, Valuation, Equity Research, Venture Capital, Equities, Capital Markets, Enterprise Software, Mergers & Acquisitions, Corporate Finance, Private Equity, Investment Banking, Investments, Due Diligence, Corporate Development, Alternative Investments
Education
University of California, Berkeley, Haas School of Business 1978 — 1980
MBA, Finance, International Business
University of California, Los Angeles 1974 — 1978
BA, Economics, Political Science
Griffin Securities April 2011 - Present
Ticonderoga Securities LLC November 2009 - May 2010
Merrill Lynch February 1998 - December 2008
Bear Stearns 1988 - 1990
Cantor Fitzgerald & Co. 1983 - 1986
CMB Investment Counselors 1981 - 1982
Trust Company of the West 1980 - 1981
Skills
Financial Modeling, Valuation, Equity Research, Venture Capital, Equities, Capital Markets, Enterprise Software, Mergers & Acquisitions, Corporate Finance, Private Equity, Investment Banking, Investments, Due Diligence, Corporate Development, Alternative Investments
Education
University of California, Berkeley, Haas School of Business 1978 — 1980
MBA, Finance, International Business
University of California, Los Angeles 1974 — 1978
BA, Economics, Political Science
Sean Gibson's Bear Stearns Experience April 2001 - June 2003
Job Structured Products Mitsubishi UFJ Securities
Industry Banking
Experience
Mitsubishi UFJ Securities (USA), Inc. October 2011 - Present
MF Global October 2008 - June 2011
Morgan Stanley June 2003 - June 2008
Bear Stearns April 2001 - June 2003
Skills
Structured Finance, CDO, Structured Products, Securitization, Structuring, Fixed Income, ABS, Capital Markets, CLO, Financial Structuring, Bonds, Credit Derivatives, MBS, Loan Origination, Derivatives, Hedge Funds, High Yield, Investment Banking, Leveraged Finance, Proprietary Trading, CMBS, Alternative Investments, CDS, Trading, Swaps, Interest Rate..., Securities
Education
State University of New York at Buffalo 1994 — 1998
BS, Business Administration and Management, Accounting and Finance Concentration
Mitsubishi UFJ Securities (USA), Inc. October 2011 - Present
MF Global October 2008 - June 2011
Morgan Stanley June 2003 - June 2008
Bear Stearns April 2001 - June 2003
Skills
Structured Finance, CDO, Structured Products, Securitization, Structuring, Fixed Income, ABS, Capital Markets, CLO, Financial Structuring, Bonds, Credit Derivatives, MBS, Loan Origination, Derivatives, Hedge Funds, High Yield, Investment Banking, Leveraged Finance, Proprietary Trading, CMBS, Alternative Investments, CDS, Trading, Swaps, Interest Rate..., Securities
Education
State University of New York at Buffalo 1994 — 1998
BS, Business Administration and Management, Accounting and Finance Concentration
Chris Tressler's Bear Stearns Experience January 1996 - January 1998
Job Vice President of International Operations
Industry Financial Services
Experience
Broadridge Financial Solutions January 2007 - Present
ADP 2006 - 2008
td waterhouse 1997 - 2006
Bear Stearns January 1996 - January 1998
Skills
Securities, Back Office, Prime Brokerage, Series 7, Equities, Fixed Income, Corporate Actions, Series 63, Mutual Funds, Business Analysis, Middle Office, Options, Process Improvement, Outsourcing, Trading, Vendor Management, Risk Management, Wealth Management, Customer Service, Asset Managment
Education
University at Buffalo 1993 — 1997
Broadridge Financial Solutions January 2007 - Present
ADP 2006 - 2008
td waterhouse 1997 - 2006
Bear Stearns January 1996 - January 1998
Skills
Securities, Back Office, Prime Brokerage, Series 7, Equities, Fixed Income, Corporate Actions, Series 63, Mutual Funds, Business Analysis, Middle Office, Options, Process Improvement, Outsourcing, Trading, Vendor Management, Risk Management, Wealth Management, Customer Service, Asset Managment
Education
University at Buffalo 1993 — 1997
Marsha Dunbar's Bear Stearns Experience 1984 - 1992
Job Senior Vice President
Industry Banking
Experience
Holliday American Mortgage July 2008 - Present
ANB Financial January 2001 - May 2008
Llama Company 1993 - 1998
Bear Stearns 1984 - 1992
bear stearns 1984 - 1992
bear stearns 1984 - 1992
Sutro 1980 - 1984
Skills
Investment Properties, Program Management, Credit, Asset Managment, Portfolio Management, Risk Management, Financial Analysis
Education
University of California, Berkeley
BA, Sociology
Holliday American Mortgage July 2008 - Present
ANB Financial January 2001 - May 2008
Llama Company 1993 - 1998
Bear Stearns 1984 - 1992
bear stearns 1984 - 1992
bear stearns 1984 - 1992
Sutro 1980 - 1984
Skills
Investment Properties, Program Management, Credit, Asset Managment, Portfolio Management, Risk Management, Financial Analysis
Education
University of California, Berkeley
BA, Sociology
Anthony Jung's Bear Stearns Experience 2006 - 2008
Job Vice President at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley July 2014 - Present
Moody's Analytics January 2011 - July 2014
Deutsche Bank June 2009 - August 2009
Bear Stearns 2006 - 2008
Citi 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Credit Risk, Credit Analysis, Risk Management, Valuation, Capital Markets, Industry Analysis, Market Risk, Financial Statement..., Portfolio Management, Strategic Planning, Forecasting, Counterparty Risk, Finance, Due Diligence, Financial Services, Analysis, Financial Risk
Education
Cornell University, Johnson Graduate School of Management 2008 — 2010
Master, Business Administration
University at Buffalo
Bachelor of Science, Business Administration; Accounting and Finance Concentrations
Stuyvesant High School
Morgan Stanley July 2014 - Present
Moody's Analytics January 2011 - July 2014
Deutsche Bank June 2009 - August 2009
Bear Stearns 2006 - 2008
Citi 2004 - 2006
Skills
Financial Modeling, Financial Analysis, Credit Risk, Credit Analysis, Risk Management, Valuation, Capital Markets, Industry Analysis, Market Risk, Financial Statement..., Portfolio Management, Strategic Planning, Forecasting, Counterparty Risk, Finance, Due Diligence, Financial Services, Analysis, Financial Risk
Education
Cornell University, Johnson Graduate School of Management 2008 — 2010
Master, Business Administration
University at Buffalo
Bachelor of Science, Business Administration; Accounting and Finance Concentrations
Stuyvesant High School
Izac Chyou's Bear Stearns Experience May 2004 - January 2005
Job Client Serivce Analyst at Wellington Management
Industry Financial Services
Experience
Wellington Management 2010 - Present
Smith Barney June 2007 - June 2009
Bear Stearns May 2004 - January 2005
Morgan Stanley March 2004 - June 2004
Skills
Asset Management, Equities, Bloomberg, Client Services, Alternative Investments, Financial Analysis, Investments, Portfolio Management
Education
University of California, Davis
BA, Economics
Wellington Management 2010 - Present
Smith Barney June 2007 - June 2009
Bear Stearns May 2004 - January 2005
Morgan Stanley March 2004 - June 2004
Skills
Asset Management, Equities, Bloomberg, Client Services, Alternative Investments, Financial Analysis, Investments, Portfolio Management
Education
University of California, Davis
BA, Economics
Jenna Michaelis's Bear Stearns Experience January 2004 - June 2005
Job Senior Account Manager at EPMG
Industry Marketing and Advertising
Experience
Michaelis Inc. August 2013 - Present
EPMG July 2005 - August 2013
Bear Stearns January 2004 - June 2005
Skills
Media Planning, Media Buying, Digital Strategy, Advertising, Digital Media, Advertising Sales, Email Marketing, Integrated Marketing, Digital Marketing, Online Advertising, Direct Marketing, Marketing, Marketing Strategy, Mobile Marketing, Relationship Marketing, Salesforce.com, Social Media Marketing
Education
University of California, Davis 1999 — 2003
Bachelor of Arts (B.A.)
Michaelis Inc. August 2013 - Present
EPMG July 2005 - August 2013
Bear Stearns January 2004 - June 2005
Skills
Media Planning, Media Buying, Digital Strategy, Advertising, Digital Media, Advertising Sales, Email Marketing, Integrated Marketing, Digital Marketing, Online Advertising, Direct Marketing, Marketing, Marketing Strategy, Mobile Marketing, Relationship Marketing, Salesforce.com, Social Media Marketing
Education
University of California, Davis 1999 — 2003
Bachelor of Arts (B.A.)
Janeene Balmir's Bear Stearns Experience July 1998 - May 2001
Job Managing Director, Treasury Capital Markets at J.P. Morgan
Industry Capital Markets
Experience
J.P. Morgan May 2014 - Present
J.P. Morgan December 2011 - April 2014
Morgan Stanley January 2003 - November 2011
Bear Stearns July 1998 - May 2001
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
University of California, Berkeley 1988 — 1992
BS, Finance, Accounting
J.P. Morgan May 2014 - Present
J.P. Morgan December 2011 - April 2014
Morgan Stanley January 2003 - November 2011
Bear Stearns July 1998 - May 2001
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
University of California, Berkeley 1988 — 1992
BS, Finance, Accounting
Claire O'Sullivan's Bear Stearns Experience July 2007 - July 2008
Job Equity Sales at Bernstein
Industry Financial Services
Experience
Bernstein July 2008 - Present
Bear Stearns July 2007 - July 2008
Citi Group August 2005 - April 2007
Education
University College Cork 2001 — 2005
Bachelor's Degree, Electrical and Electronics Engineering
Bernstein July 2008 - Present
Bear Stearns July 2007 - July 2008
Citi Group August 2005 - April 2007
Education
University College Cork 2001 — 2005
Bachelor's Degree, Electrical and Electronics Engineering
Mark Bakar's Bear Stearns Experience 1985 - 1989
Job Senior Advisor at View | Dynamic Glass
Industry Nanotechnology
Experience
View Dynamic Glass June 2014 - Present
Makai Ventures LLC 2009 - Present
ValueVest Management Company 1993 - 2007
JP Morgan 1992 - 1993
Goldman Sachs 1989 - 1992
Bear Stearns 1985 - 1989
Skills
Investments, Private Equity, Asset Managment, Alternative Investments, Hedge Funds, Fund Of Funds, Institutional..., Asset Management, Emerging Markets, Wealth Management, Equities, Securities, Fixed Income, Valuation, Corporate Development, Investment Management, Investor Relations, Entrepreneurship, Financial Modeling, Investment Banking, Venture Capital, Due Diligence, Start-ups, Structured Finance, Capital Markets, Mergers & Acquisitions, Real Estate Economics, Investment Strategies, Corporate Finance, Portfolio Management, Asset Allocation
Education
University of California, Los Angeles 1979 — 1985
BA, Political Science/Economics
View Dynamic Glass June 2014 - Present
Makai Ventures LLC 2009 - Present
ValueVest Management Company 1993 - 2007
JP Morgan 1992 - 1993
Goldman Sachs 1989 - 1992
Bear Stearns 1985 - 1989
Skills
Investments, Private Equity, Asset Managment, Alternative Investments, Hedge Funds, Fund Of Funds, Institutional..., Asset Management, Emerging Markets, Wealth Management, Equities, Securities, Fixed Income, Valuation, Corporate Development, Investment Management, Investor Relations, Entrepreneurship, Financial Modeling, Investment Banking, Venture Capital, Due Diligence, Start-ups, Structured Finance, Capital Markets, Mergers & Acquisitions, Real Estate Economics, Investment Strategies, Corporate Finance, Portfolio Management, Asset Allocation
Education
University of California, Los Angeles 1979 — 1985
BA, Political Science/Economics
Shelly Henbest's Bear Stearns Experience 2005 - 2008
Job Vice President, Portfolio Management Credit Analyst
Industry Investment Management
Experience
Chandler Asset Management 2009 - Present
Bear Stearns 2005 - 2008
CL King & Associates 2004 - 2005
Ford Equity Research 2001 - 2004
Starbuck, Tisdale & Associates 2000 - 2000
Skills
Equity Research, Valuation, Fixed Income, Bonds, Bloomberg, Equities, Hedge Funds, Financial Modeling, Investments, Portfolio Management, Private Equity, Due Diligence, Financial Analysis
Education
University of California, Santa Barbara 1996 — 2000
BA, Business Economics
Chandler Asset Management 2009 - Present
Bear Stearns 2005 - 2008
CL King & Associates 2004 - 2005
Ford Equity Research 2001 - 2004
Starbuck, Tisdale & Associates 2000 - 2000
Skills
Equity Research, Valuation, Fixed Income, Bonds, Bloomberg, Equities, Hedge Funds, Financial Modeling, Investments, Portfolio Management, Private Equity, Due Diligence, Financial Analysis
Education
University of California, Santa Barbara 1996 — 2000
BA, Business Economics
Sheryl Denniston's Bear Stearns Experience September 2001 - May 2008
Job Registered Associate
Industry Financial Services
Experience
Morgan Stanley June 2008 - Present
Bear Stearns September 2001 - May 2008
Bear Stearns September 1995 - August 2001
Wertheim Schroeder July 1995 - December 1995
Smith Barney May 1993 - June 1995
Bear Stearns & Co Inc. June 1990 - April 1993
Skills
Series 7, Leadership, Fixed Income, Securities, Financial Services, Trading, Finance
Education
Licenses
7,9,10,24,63, 65
State University of New York at Albany
Bachelor's degree
Morgan Stanley June 2008 - Present
Bear Stearns September 2001 - May 2008
Bear Stearns September 1995 - August 2001
Wertheim Schroeder July 1995 - December 1995
Smith Barney May 1993 - June 1995
Bear Stearns & Co Inc. June 1990 - April 1993
Skills
Series 7, Leadership, Fixed Income, Securities, Financial Services, Trading, Finance
Education
Licenses
7,9,10,24,63, 65
State University of New York at Albany
Bachelor's degree
Matt Herold's Bear Stearns Experience March 2004 - October 2004
Job Technical Support Analyst III at First Republic Bank
Industry Information Technology and Services
Experience
First Republic Bank May 2013 - Present
Montgomery & Co., LLC May 2012 - May 2013
EveryNetwork July 2010 - May 2012
Wells Fargo January 2010 - July 2010
Silver Lake Partners May 2008 - December 2009
Morgan Stanley May 2006 - May 2008
Wells Fargo Bank October 2004 - May 2006
Bear Stearns March 2004 - October 2004
JP Morgan Chase & Co July 1999 - January 2004
Skills
Windows Server 2008, Tandberg, Backup Exec, Group Policy, VMware ESX, VMware, Windows 7, Active Directory, Windows Server 2003, Telepresence, vSphere, DHCP, Blackberry Enterprise..., Video Conferencing, Symantec Endpoint..., Windows XP Professional, Symantec Antivirus, Forefront, DNS, VMware Infrastructure, Virtualization, Audio Conferencing, TMS, Cisco, System Administration, Servers, WAN, Laptops, Blackberry, Deployment, Patch Management, VPN, Firewalls, Windows, XP, Wireless, SIP Trunking, ShoreTel, Terminal Server, Bloomberg Terminal, KACE, Market Data, Windows Server, Disaster Recovery, TCP/IP, SaaS, Cisco Call Manager, MXLogic, Terminal Services, Vendor Management
Education
Tandberg Certified Engineer 2010 — 2010
Unitek
MCP, Microsoft Server 2003
University of California, Irvine 1990 — 1994
Bachelor, Arts; Comparative Literature and Spanish Literature
First Republic Bank May 2013 - Present
Montgomery & Co., LLC May 2012 - May 2013
EveryNetwork July 2010 - May 2012
Wells Fargo January 2010 - July 2010
Silver Lake Partners May 2008 - December 2009
Morgan Stanley May 2006 - May 2008
Wells Fargo Bank October 2004 - May 2006
Bear Stearns March 2004 - October 2004
JP Morgan Chase & Co July 1999 - January 2004
Skills
Windows Server 2008, Tandberg, Backup Exec, Group Policy, VMware ESX, VMware, Windows 7, Active Directory, Windows Server 2003, Telepresence, vSphere, DHCP, Blackberry Enterprise..., Video Conferencing, Symantec Endpoint..., Windows XP Professional, Symantec Antivirus, Forefront, DNS, VMware Infrastructure, Virtualization, Audio Conferencing, TMS, Cisco, System Administration, Servers, WAN, Laptops, Blackberry, Deployment, Patch Management, VPN, Firewalls, Windows, XP, Wireless, SIP Trunking, ShoreTel, Terminal Server, Bloomberg Terminal, KACE, Market Data, Windows Server, Disaster Recovery, TCP/IP, SaaS, Cisco Call Manager, MXLogic, Terminal Services, Vendor Management
Education
Tandberg Certified Engineer 2010 — 2010
Unitek
MCP, Microsoft Server 2003
University of California, Irvine 1990 — 1994
Bachelor, Arts; Comparative Literature and Spanish Literature
Samuel Gottesman's Bear Stearns Experience 1993 - 2000
Job Managing Director, Market Executive at U.S. Trust, Bank of America Wealth Management
Industry Banking
Experience
U.S. Trust, Bank of America Wealth Management March 2014 - Present
JP Morgan September 2012 - March 2014
JP Morgan April 2010 - September 2012
Magnifier Asset Management, LLC. April 2009 - March 2010
Mizuho Alternative Investments March 2006 - March 2009
Mizuho Corporate Bank, Ltd. 2006 - 2009
Blaylock & Company 2005 - 2005
Commerzbank 2001 - 2004
Bear Stearns 1993 - 2000
Credit Suisse 1992 - 1992
Skills
Private Banking, Wealth Management, Portfolio Management, Risk Management, Wealth Advisory, Family Office, Structured Lending, Credit, Trust and Estate..., Alternative Investments, Hedge Funds, Private Equity, Investment Strategies, Marketing, Capital Markets, Proprietary Trading, Institutional Sales, Investments, Derivatives, Trading, Asset Management
Education
University at Buffalo 1974 — 1981
MBA, Finance, Economics
University at Buffalo 1974 — 1981
MBA, FINANCE AND ECONOMICS
U.S. Trust, Bank of America Wealth Management March 2014 - Present
JP Morgan September 2012 - March 2014
JP Morgan April 2010 - September 2012
Magnifier Asset Management, LLC. April 2009 - March 2010
Mizuho Alternative Investments March 2006 - March 2009
Mizuho Corporate Bank, Ltd. 2006 - 2009
Blaylock & Company 2005 - 2005
Commerzbank 2001 - 2004
Bear Stearns 1993 - 2000
Credit Suisse 1992 - 1992
Skills
Private Banking, Wealth Management, Portfolio Management, Risk Management, Wealth Advisory, Family Office, Structured Lending, Credit, Trust and Estate..., Alternative Investments, Hedge Funds, Private Equity, Investment Strategies, Marketing, Capital Markets, Proprietary Trading, Institutional Sales, Investments, Derivatives, Trading, Asset Management
Education
University at Buffalo 1974 — 1981
MBA, Finance, Economics
University at Buffalo 1974 — 1981
MBA, FINANCE AND ECONOMICS
Jim Kissane's Bear Stearns Experience January 1997 - June 2008
Job Managing Director at Cowen and Company
Industry Financial Services
Experience
Cowen and Company January 2015 - Present
Stone Key Partners November 2012 - July 2014
Credit Suisse November 2011 - November 2012
Bank of America-Merrill Lynch June 2008 - November 2011
Bear Stearns January 1997 - June 2008
Salomon Brothers August 1988 - January 1997
Skills
Equities, Capital Markets, Investments, Valuation, Investment Banking, Financial Modeling, Investor Relations, Corporate Finance, Due Diligence, Mergers, Series 7
Education
New York University, Stern School of Business 1990 — 1994
MBA, Finance
SUNY Albany 1984 — 1988
Bachelor of Science (BS), Business/Finance-MIS
Cowen and Company January 2015 - Present
Stone Key Partners November 2012 - July 2014
Credit Suisse November 2011 - November 2012
Bank of America-Merrill Lynch June 2008 - November 2011
Bear Stearns January 1997 - June 2008
Salomon Brothers August 1988 - January 1997
Skills
Equities, Capital Markets, Investments, Valuation, Investment Banking, Financial Modeling, Investor Relations, Corporate Finance, Due Diligence, Mergers, Series 7
Education
New York University, Stern School of Business 1990 — 1994
MBA, Finance
SUNY Albany 1984 — 1988
Bachelor of Science (BS), Business/Finance-MIS
Charlie Finan's Bear Stearns Experience April 1996 - August 2008
Job Chief Architect, Exascale System Architecture Pathfinding
Industry Computer Software
Experience
Intel (Retired) August 2008 - December 2012
Bear Stearns April 1996 - August 2008
SGI June 1995 - April 1996
Cray Research July 1986 - May 1995
Schlumberger 1981 - 1986
Lawrence Livermore National Laboratory 1971 - 1980
Skills
High Performance..., Computer Hardware, Linux, Parallel Programming, Programming Languages, C++, Perl, Python, MPI, OpenMP, TBB, Algorithms, Enterprise Architecture, System Architecture, Cloud Computing, Unix, Simulations, Parallel Computing, Scalability, Software Engineering, C, Optimization, Computer Architecture, Machine Learning, Multithreading
Education
University of California, Davis 1971 — 1980
MS,PhD, Applied Science/Computational Physics
Intel (Retired) August 2008 - December 2012
Bear Stearns April 1996 - August 2008
SGI June 1995 - April 1996
Cray Research July 1986 - May 1995
Schlumberger 1981 - 1986
Lawrence Livermore National Laboratory 1971 - 1980
Skills
High Performance..., Computer Hardware, Linux, Parallel Programming, Programming Languages, C++, Perl, Python, MPI, OpenMP, TBB, Algorithms, Enterprise Architecture, System Architecture, Cloud Computing, Unix, Simulations, Parallel Computing, Scalability, Software Engineering, C, Optimization, Computer Architecture, Machine Learning, Multithreading
Education
University of California, Davis 1971 — 1980
MS,PhD, Applied Science/Computational Physics
Elizabeth English's Bear Stearns Experience January 2005 - January 2008
Job Senior Software Developer at IKINDI Inc.
Industry Computer Software
Experience
iKindi Inc. April 2013 - Present
Goldman Sachs January 2011 - June 2011
Merrill Lynch July 2008 - June 2010
Bear Stearns January 2005 - January 2008
Merrill Lynch November 2002 - May 2004
Deustche Bank April 2002 - July 2002
Credit Suisse First Boston February 1999 - September 2001
Bear Stearns February 1997 - February 1999
Lehman Brothers May 1994 - February 1997
Hughes Aircraft Company December 1988 - April 1994
Skills
Fixed Income, Derivatives, FX trading, FX Options, Credit Derivatives, Market Data, Interest Rate..., Trading Systems, MBS, Equities, Portfolio Management, Equity Derivatives, Electronic Trading, Prime Brokerage, Foreign Exchange
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
M.B.A., Finance, International Business
University of Colorado Denver 1990 — 1993
M.S., Computer Science
University of Central Florida 1984 — 1988
BS, Computer Engineering
iKindi Inc. April 2013 - Present
Goldman Sachs January 2011 - June 2011
Merrill Lynch July 2008 - June 2010
Bear Stearns January 2005 - January 2008
Merrill Lynch November 2002 - May 2004
Deustche Bank April 2002 - July 2002
Credit Suisse First Boston February 1999 - September 2001
Bear Stearns February 1997 - February 1999
Lehman Brothers May 1994 - February 1997
Hughes Aircraft Company December 1988 - April 1994
Skills
Fixed Income, Derivatives, FX trading, FX Options, Credit Derivatives, Market Data, Interest Rate..., Trading Systems, MBS, Equities, Portfolio Management, Equity Derivatives, Electronic Trading, Prime Brokerage, Foreign Exchange
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
M.B.A., Finance, International Business
University of Colorado Denver 1990 — 1993
M.S., Computer Science
University of Central Florida 1984 — 1988
BS, Computer Engineering
Glenn Kessler's Bear Stearns Experience January 1987 - August 2008
Job Associate Director, State Tax Credits at AIG
Industry Financial Services
Experience
American International Group September 2014 - Present
HireGenics, Inc. January 2014 - September 2014
Keefe, Bruyette & Woods April 2010 - November 2013
Self Employed November 2009 - May 2010
GAMCO Investors Inc.(Affiliate of the Gabelli Mutual Funds) September 2008 - October 2009
Bear Stearns January 1987 - August 2008
Salomon Brothers January 1985 - January 1987
Arthur Andersen & Co. January 1983 - January 1985
Skills
Tax, Corporate Tax, Tax Accounting, Tax Returns, FIN 48, Internal Controls, Payroll Taxes, Accountants, Corporate Finance, Corporate Law, Finance, Financial Accounting, Financial Analysis, Financial Services, Financial Structuring, GAAP, IRS, Income Tax, Mergers, Private Equity, Sarbanes-Oxley Act, State Tax, US GAAP
Education
University at Albany, SUNY 1979 — 1983
BS, Accountancy
Syosset High School 1977 — 1979
American International Group September 2014 - Present
HireGenics, Inc. January 2014 - September 2014
Keefe, Bruyette & Woods April 2010 - November 2013
Self Employed November 2009 - May 2010
GAMCO Investors Inc.(Affiliate of the Gabelli Mutual Funds) September 2008 - October 2009
Bear Stearns January 1987 - August 2008
Salomon Brothers January 1985 - January 1987
Arthur Andersen & Co. January 1983 - January 1985
Skills
Tax, Corporate Tax, Tax Accounting, Tax Returns, FIN 48, Internal Controls, Payroll Taxes, Accountants, Corporate Finance, Corporate Law, Finance, Financial Accounting, Financial Analysis, Financial Services, Financial Structuring, GAAP, IRS, Income Tax, Mergers, Private Equity, Sarbanes-Oxley Act, State Tax, US GAAP
Education
University at Albany, SUNY 1979 — 1983
BS, Accountancy
Syosset High School 1977 — 1979
Melissa LePore Wood's Bear Stearns Experience September 2000 - June 2008
Job Manager Of Accounting at First Electric Cooperative Corporation
Industry Accounting
Experience
First Electric Cooperative Corporation December 2012 - Present
Lovett & Company, LTD. July 2012 - December 2012
JPMorgan Chase July 2008 - May 2012
Bear Stearns September 2000 - June 2008
Skills
Corporate Finance, Financial Reporting, Accounting, Process Improvement, CPA, Business Analysis
Education
Memphis State University 1992 — 1994
MBA, Accounting
University of Central Arkansas 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
First Electric Cooperative Corporation December 2012 - Present
Lovett & Company, LTD. July 2012 - December 2012
JPMorgan Chase July 2008 - May 2012
Bear Stearns September 2000 - June 2008
Skills
Corporate Finance, Financial Reporting, Accounting, Process Improvement, CPA, Business Analysis
Education
Memphis State University 1992 — 1994
MBA, Accounting
University of Central Arkansas 1987 — 1991
Bachelor of Business Administration (BBA), Accounting
Drew Kelley's Bear Stearns Experience June 2004 - August 2008
Job Chief Financial Officer, Chief Acquisition Officer, and Director at ARC Group Worldwide, Inc.
Industry Financial Services
Experience
ARC Group Worldwide, Inc. October 2013 - Present
Jefferies & Company September 2008 - July 2013
Bear Stearns June 2004 - August 2008
Bear Stearns September 2002 - June 2004
American Financial Network January 2002 - August 2002
Merrill Lynch January 2000 - September 2001
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, Equity Research, Finance, Leveraged Finance, Due Diligence, Private Equity, Financial Modeling, Equities, Hedge Funds, Strategic Planning, Private Placements, DCF, Mergers, Financial Analysis, IPO, LBO, Investor Relations, Credit, Credit Analysis, Real Estate, High Yield, Project Finance, Gaming, Fixed Income, Restructuring, Business Strategy, Corporate Development, Divestitures, Financial Markets, Strategy Development, Series 7, Debt, Industry Analysis, Emerging Markets, Business Analysis, SEC Financial Reporting
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
ARC Group Worldwide, Inc. October 2013 - Present
Jefferies & Company September 2008 - July 2013
Bear Stearns June 2004 - August 2008
Bear Stearns September 2002 - June 2004
American Financial Network January 2002 - August 2002
Merrill Lynch January 2000 - September 2001
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Capital Markets, Corporate Finance, Equity Research, Finance, Leveraged Finance, Due Diligence, Private Equity, Financial Modeling, Equities, Hedge Funds, Strategic Planning, Private Placements, DCF, Mergers, Financial Analysis, IPO, LBO, Investor Relations, Credit, Credit Analysis, Real Estate, High Yield, Project Finance, Gaming, Fixed Income, Restructuring, Business Strategy, Corporate Development, Divestitures, Financial Markets, Strategy Development, Series 7, Debt, Industry Analysis, Emerging Markets, Business Analysis, SEC Financial Reporting
Education
University of California, Los Angeles 1995 — 2000
Bachelor of Arts (B.A.), Business/Managerial Economics
Rima Hanna's Bear Stearns Experience January 2007 - May 2008
Job Aviation & Aerospace Professional
Industry Defense & Space
Experience
Raytheon Missile Systems August 2008 - Present
Bear Stearns January 2007 - May 2008
Education
University of Arizona 1999 — 2002
Raytheon Missile Systems August 2008 - Present
Bear Stearns January 2007 - May 2008
Education
University of Arizona 1999 — 2002
Jeffrey Desind's Bear Stearns Experience April 1985 - June 2008
Job Independent Financial Services Professional
Industry Marketing and Advertising
Experience
Bear Stearns April 1985 - June 2008
bear stearns 1985 - 2008
Education
University of Bridgeport 1964 — 1967
BS, Marketing/Business
Bear Stearns April 1985 - June 2008
bear stearns 1985 - 2008
Education
University of Bridgeport 1964 — 1967
BS, Marketing/Business
Janet Lin Lawson's Bear Stearns Experience September 1999 - July 2006
Job VP Finance, Gild
Industry Internet
Experience
Gild January 2014 - Present
aha!Chinese, Inc. 2006 - 2013
Bear Stearns September 1999 - July 2006
Skills
Private Equity, Mergers, Corporate Development, Financial Modeling, Entrepreneurship, Management, Mergers & Acquisitions, Strategy, Start-ups, Strategic Partnerships, Business Strategy, Venture Capital, Valuation
Education
University of Pennsylvania - The Lauder Institute 1997 — 1999
MA, International Studies
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor's Degree, Economics
Gild January 2014 - Present
aha!Chinese, Inc. 2006 - 2013
Bear Stearns September 1999 - July 2006
Skills
Private Equity, Mergers, Corporate Development, Financial Modeling, Entrepreneurship, Management, Mergers & Acquisitions, Strategy, Start-ups, Strategic Partnerships, Business Strategy, Venture Capital, Valuation
Education
University of Pennsylvania - The Lauder Institute 1997 — 1999
MA, International Studies
University of Pennsylvania - The Wharton School 1997 — 1999
Master of Business Administration (MBA), Finance
University of California, Berkeley
Bachelor's Degree, Economics
Ariadne Postrero's Bear Stearns Experience January 2000 - June 2001
Job VicePresident at JPMorgan
Industry Financial Services
Experience
JPMorgan May 2003 - September 2014
Goldman Sachs July 2001 - May 2003
Bear Stearns January 2000 - June 2001
NEC Technologies Philippines January 1990 - December 1999
Skills
Trading Systems, Fixed Income, Investment Banking, Derivatives, Enterprise Architecture, Ext JS, Gemfire, Java, Java Enterprise Edition, JavaScript, JMS, JSON, HTML 5, OSGi, Project Management, Sencha Touch, Spring Integration, Web Development, Web Services
Education
University of Cebu
Bachelor's degree, Computer Engineering
JPMorgan May 2003 - September 2014
Goldman Sachs July 2001 - May 2003
Bear Stearns January 2000 - June 2001
NEC Technologies Philippines January 1990 - December 1999
Skills
Trading Systems, Fixed Income, Investment Banking, Derivatives, Enterprise Architecture, Ext JS, Gemfire, Java, Java Enterprise Edition, JavaScript, JMS, JSON, HTML 5, OSGi, Project Management, Sencha Touch, Spring Integration, Web Development, Web Services
Education
University of Cebu
Bachelor's degree, Computer Engineering
Bruce Geller's Bear Stearns Experience July 1991 - October 1992
Job CEO at DGHM, LLC
Industry Investment Management
Experience
DGHM, LLC October 1992 - Present
Bear Stearns July 1991 - October 1992
Education
University at Albany, SUNY 1987 — 1991
BS, Business Administration
DGHM, LLC October 1992 - Present
Bear Stearns July 1991 - October 1992
Education
University at Albany, SUNY 1987 — 1991
BS, Business Administration
Ross Sakamoto's Bear Stearns Experience May 2002 - November 2007
Job CoHead of Equities at Symphony Asset Management
Industry Investment Management
Experience
Symphony Asset Management June 2010 - Present
DB Advisors April 2008 - June 2010
Bear Stearns May 2002 - November 2007
Skills
Equities, Trading Systems, Investments, Hedge Funds, Investment Strategies, Alternative Investments, Fixed Income, Investment Management, Strategy, Mutual Funds, Asset Allocation, Portfolio Management, Capital Markets, Securities, Asset Management, Bloomberg, Derivatives, Trading
Education
University of California, Berkeley 1984 — 1987
BS, Business Administration
Symphony Asset Management June 2010 - Present
DB Advisors April 2008 - June 2010
Bear Stearns May 2002 - November 2007
Skills
Equities, Trading Systems, Investments, Hedge Funds, Investment Strategies, Alternative Investments, Fixed Income, Investment Management, Strategy, Mutual Funds, Asset Allocation, Portfolio Management, Capital Markets, Securities, Asset Management, Bloomberg, Derivatives, Trading
Education
University of California, Berkeley 1984 — 1987
BS, Business Administration
Randal Konik's Bear Stearns Experience June 2006 - June 2008
Job Managing Director at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company June 2008 - Present
Bear Stearns June 2006 - June 2008
Goldman Sachs September 2003 - June 2006
Skills
Equities, Hedge Funds, Equity Research, Investment Banking, Valuation, Capital Markets, Bloomberg, Fixed Income, Private Equity, Financial Modeling, Series 7, Investments, Asset Management, Equity Valuation, Series 63
Education
University at Albany, SUNY 1995 — 1999
BS, Finance
Jefferies & Company June 2008 - Present
Bear Stearns June 2006 - June 2008
Goldman Sachs September 2003 - June 2006
Skills
Equities, Hedge Funds, Equity Research, Investment Banking, Valuation, Capital Markets, Bloomberg, Fixed Income, Private Equity, Financial Modeling, Series 7, Investments, Asset Management, Equity Valuation, Series 63
Education
University at Albany, SUNY 1995 — 1999
BS, Finance
Mark Pochtar's Bear Stearns Experience 1996 - 2000
Job Lead Developer at NYSE Euronext
Industry Financial Services
Experience
NYSE Euronext Lead ProgrammerS.I.A.C2005 - Present
Citigroup 2003 - 2005
Thompson Reuters (Icor Brokerage) 2002 - 2002
Talarian Corp 2000 - 2002
Talarian, Inc. (now TIBCO Software) 2000 - 2002
Bear Stearns 1996 - 2000
Unix System Laboratories 1991 - 1993
Education
University at Albany, SUNY 1981 — 1986
M.S., Computer Science
Susan Wagner High School
NYSE Euronext Lead ProgrammerS.I.A.C2005 - Present
Citigroup 2003 - 2005
Thompson Reuters (Icor Brokerage) 2002 - 2002
Talarian Corp 2000 - 2002
Talarian, Inc. (now TIBCO Software) 2000 - 2002
Bear Stearns 1996 - 2000
Unix System Laboratories 1991 - 1993
Education
University at Albany, SUNY 1981 — 1986
M.S., Computer Science
Susan Wagner High School
Linda Wetchler's Bear Stearns Experience January 1991 - January 2001
Job Associate at BMW Management, CPA, P.C.
Industry Paper & Forest Products
Experience
BMW Management, CPA, P.C. July 2005 - Present
Bear Stearns January 1991 - January 2001
Education
University at Albany, SUNY
Bachelor of Science (B.S.), Finance and Economics
BMW Management, CPA, P.C. July 2005 - Present
Bear Stearns January 1991 - January 2001
Education
University at Albany, SUNY
Bachelor of Science (B.S.), Finance and Economics
Jocelyn Mortensen's Bear Stearns Experience July 1987 - December 1989
Job Senior Managing Director at Public Resources Advisory Group
Industry Financial Services
Experience
Public Resources Advisory Group December 2005 - Present
Bank of America June 2004 - March 2005
Jackson Securities November 2000 - June 2004
Bigelow & Company May 1999 - March 2000
PaineWebber March 1993 - April 1999
Dean Witter January 1990 - March 1993
Bear Stearns July 1987 - December 1989
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
MBA, Finance
University of California, Berkeley 1976 — 1981
AB, English, Biological Sciences
Public Resources Advisory Group December 2005 - Present
Bank of America June 2004 - March 2005
Jackson Securities November 2000 - June 2004
Bigelow & Company May 1999 - March 2000
PaineWebber March 1993 - April 1999
Dean Witter January 1990 - March 1993
Bear Stearns July 1987 - December 1989
Education
University of California, Berkeley, Haas School of Business 1985 — 1987
MBA, Finance
University of California, Berkeley 1976 — 1981
AB, English, Biological Sciences
Matthew Friend's Bear Stearns Experience June 1999 - January 2000
Job VP & CFO, Global Categories, Product & Functions at Nike
Industry Consumer Goods
Experience
Nike July 2014 - Present
Nike January 2011 - October 2014
Nike February 2009 - January 2011
Goldman Sachs March 2005 - February 2009
Morgan Stanley July 2002 - March 2005
Morgan Stanley January 2000 - July 2002
Bear Stearns June 1999 - January 2000
Skills
Emerging Markets, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Mergers, Business Strategy
Education
University of California, Berkeley, Haas School of Business 1995 — 1999
BS, Business Administration
Nike July 2014 - Present
Nike January 2011 - October 2014
Nike February 2009 - January 2011
Goldman Sachs March 2005 - February 2009
Morgan Stanley July 2002 - March 2005
Morgan Stanley January 2000 - July 2002
Bear Stearns June 1999 - January 2000
Skills
Emerging Markets, Financial Modeling, Valuation, Investment Banking, Corporate Finance, Financial Analysis, Mergers, Business Strategy
Education
University of California, Berkeley, Haas School of Business 1995 — 1999
BS, Business Administration
Jeff Pincus's Bear Stearns Experience 1996 - 1998
Job Owner/Engineer, Drupal Developer, EH Media Groupe
Industry Media Production
Experience
EH Media Groupe EngineerTaunton Press, Inc.2014 - 2014
Bear Stearns 1996 - 1998
Skills
Web Development, Drupal, CMS, PHP, Online Marketing, Consulting, Online Advertising, User Experience, Social Media Marketing, Mobile Applications, Social Media, Technical Recruiting, HTML 5, HTML5, Digital Imaging
Education
University at Buffalo
BS
EH Media Groupe EngineerTaunton Press, Inc.2014 - 2014
Bear Stearns 1996 - 1998
Skills
Web Development, Drupal, CMS, PHP, Online Marketing, Consulting, Online Advertising, User Experience, Social Media Marketing, Mobile Applications, Social Media, Technical Recruiting, HTML 5, HTML5, Digital Imaging
Education
University at Buffalo
BS
Charles Helly's Bear Stearns Experience March 1998 - May 2004
Job Manager VP at US Bank Fund Services
Industry Accounting
Experience
US Bank March 2008 - Present
Bank of America June 2006 - October 2007
Nomura Securities May 2004 - June 2006
Bear Stearns March 1998 - May 2004
JPMorgan March 1997 - March 1998
Skills
Prime Brokerage, Alternative Investments, Financial Reporting, Fixed Income, Account Management, Account Reconciliation, Auditing, Financial Accounting, Management, Loans, Trading, Securitization, Internal Controls, Banking, Cash Management, Product Control, MBS
Education
State University of New York at Albany 1992 — 1996
Bachelor of Science (BS), Accounting
Elmont Memorial
US Bank March 2008 - Present
Bank of America June 2006 - October 2007
Nomura Securities May 2004 - June 2006
Bear Stearns March 1998 - May 2004
JPMorgan March 1997 - March 1998
Skills
Prime Brokerage, Alternative Investments, Financial Reporting, Fixed Income, Account Management, Account Reconciliation, Auditing, Financial Accounting, Management, Loans, Trading, Securitization, Internal Controls, Banking, Cash Management, Product Control, MBS
Education
State University of New York at Albany 1992 — 1996
Bachelor of Science (BS), Accounting
Elmont Memorial
Eric Rutkoske's Bear Stearns Experience March 2000 - June 2008
Job Senior Managing Director at Guggenheim Securities, LLC
Industry Investment Banking
Experience
Guggenheim Securities, LLC June 2009 - Present
JP Morgan Chase June 2008 - February 2009
Bear Stearns March 2000 - June 2008
Wachtell, Lipton, Rosen & Katz June 1998 - March 2000
Cravath, Swaine & Moore LLP June 1994 - June 1998
Education
University of Chicago Law School 1992 — 1995
J.D.
University of Michigan 1988 — 1992
A.B., Economics & Political Science
Guggenheim Securities, LLC June 2009 - Present
JP Morgan Chase June 2008 - February 2009
Bear Stearns March 2000 - June 2008
Wachtell, Lipton, Rosen & Katz June 1998 - March 2000
Cravath, Swaine & Moore LLP June 1994 - June 1998
Education
University of Chicago Law School 1992 — 1995
J.D.
University of Michigan 1988 — 1992
A.B., Economics & Political Science
Margaret Bond's Bear Stearns Experience February 1993 - June 1993
Job Director at MUFG Union Bank
Industry Financial Services
Experience
Union Bank, N.A. September 1998 - November 2004
The Bank of New York February 1996 - August 1997
Bank of America June 1993 - February 1995
Bear Stearns February 1993 - June 1993
Alex Brown & Sons September 1991 - February 1993
Bear Stearns April 1982 - August 1991
Smith Barney September 1980 - March 1982
Skills
Mutual Funds, Fund Accounting, Financial Services, Investments, Equities, Securities, Fixed Income, Global Custody, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Capital Markets, Derivatives, Management, Investment Management
Education
University of California, Berkeley 1977 — 1979
BS, Economics, Political Science
University of California, Davis 1976 — 1977
Economics
Union Bank, N.A. September 1998 - November 2004
The Bank of New York February 1996 - August 1997
Bank of America June 1993 - February 1995
Bear Stearns February 1993 - June 1993
Alex Brown & Sons September 1991 - February 1993
Bear Stearns April 1982 - August 1991
Smith Barney September 1980 - March 1982
Skills
Mutual Funds, Fund Accounting, Financial Services, Investments, Equities, Securities, Fixed Income, Global Custody, Hedge Funds, Alternative Investments, Asset Management, Portfolio Management, Capital Markets, Derivatives, Management, Investment Management
Education
University of California, Berkeley 1977 — 1979
BS, Economics, Political Science
University of California, Davis 1976 — 1977
Economics
jay ramakrishnan's Bear Stearns Experience September 1993 - December 1998
Job Director at Barclays Private Credit Partners LLC
Industry Investment Management
Experience
Barclays Principal Investing February 2007 - Present
Barclays Private Credit Partners LLC February 2007 - Present
Goldman Sachs September 1999 - June 2006
bear stearns September 1993 - December 1998
Skills
Wealth Management, Risk Management, Equities, Banking, Fixed Income, Derivatives, Capital Markets, Financial Risk, Stakeholder Management, Financial Services, Corporate Finance, Financial Modeling, Private Equity, Change Management
Education
University of Cambridge
BA Honours, Economics
Wharton Business School
Barclays Principal Investing February 2007 - Present
Barclays Private Credit Partners LLC February 2007 - Present
Goldman Sachs September 1999 - June 2006
bear stearns September 1993 - December 1998
Skills
Wealth Management, Risk Management, Equities, Banking, Fixed Income, Derivatives, Capital Markets, Financial Risk, Stakeholder Management, Financial Services, Corporate Finance, Financial Modeling, Private Equity, Change Management
Education
University of Cambridge
BA Honours, Economics
Wharton Business School
Jonathan de St Paer's Bear Stearns Experience 1995 - 1997
Job Senior Vice President, Business Strategy and Product Development at Charles Schwab Investment Management
Industry Financial Services
Experience
Charles Schwab January 2014 - Present
Charles Schwab November 2003 - December 2013
McKinsey & Company 2000 - 2003
Bear Stearns 1995 - 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of California, San Diego 1991 — 1995
BA, Political Science
Charles Schwab January 2014 - Present
Charles Schwab November 2003 - December 2013
McKinsey & Company 2000 - 2003
Bear Stearns 1995 - 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
University of California, San Diego 1991 — 1995
BA, Political Science
James Tramposch's Bear Stearns Experience June 2001 - December 2008
Job Director at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank October 2012 - Present
J.P. Morgan September 2011 - October 2012
JP Morgan October 2009 - September 2011
Natixis April 2009 - October 2009
Resources Global Professionals February 2009 - March 2009
Bear Stearns June 2001 - December 2008
J.P. Morgan 2008 - 2008
Skills
Credit Derivatives, CDS, CDO, Prime Brokerage, ABS, Swaps, Equity Derivatives, Middle Office, Structured Products, ISDA, Interest Rate..., Fixed Income, Exotic Derivatives, Derivatives, Calypso, Hedge Funds, Counterparty Risk, Trading Systems, Securitization, Bloomberg, Capital Markets, Valuation
Education
University at Albany, State University of New York 1997 — 2001
Bachelor's of Science, Finance
State University of New York at Albany
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
State University of New York at Albany
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Deutsche Bank October 2012 - Present
J.P. Morgan September 2011 - October 2012
JP Morgan October 2009 - September 2011
Natixis April 2009 - October 2009
Resources Global Professionals February 2009 - March 2009
Bear Stearns June 2001 - December 2008
J.P. Morgan 2008 - 2008
Skills
Credit Derivatives, CDS, CDO, Prime Brokerage, ABS, Swaps, Equity Derivatives, Middle Office, Structured Products, ISDA, Interest Rate..., Fixed Income, Exotic Derivatives, Derivatives, Calypso, Hedge Funds, Counterparty Risk, Trading Systems, Securitization, Bloomberg, Capital Markets, Valuation
Education
University at Albany, State University of New York 1997 — 2001
Bachelor's of Science, Finance
State University of New York at Albany
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
State University of New York at Albany
Bachelor of Business Administration (B.B.A.), Finance and Financial Management Services
Beth Merrick's Bear Stearns Experience 1996 - 2001
Job EXECUTIVE / BUSINESS SUPPORT │ PROJECT MANAGEMENT │ EXECUTIVE ADMINISTRATION | CUSTOMER RELATIONS | OFFICE MANAGEMENT
Industry Financial Services
Experience
White Rabbit Partners / KLEAN Treatment Centers October 2014 - January 2015
Kinecta Federal Credit Union February 2014 - August 2014
Bank of America November 2011 - May 2013
Bank of America September 2009 - October 2011
KeyBank Real Estate Capital November 2002 - May 2009
Plaid Brothers Software / Sungard February 2001 - October 2002
Bear Stearns 1996 - 2001
Skills
Software Documentation, Management, Analysis, Leadership, Project Management, Training, Customer Service, Quality Assurance, Team Leadership, Recruiting, Banking, Budgets, Human Resources, Team Building, Project Planning, Program Management, Risk Management, Process Scheduler, Testing, Business Process..., Strategic Planning, Process Improvement, Finance, Problem Solving, System Administration, Time Management, Administrative..., Portfolio Management, Visio, Business Analysis, Loans, PowerPoint, Microsoft Word, Microsoft Office, Operations Management, Call Centers, Financial Analysis, Microsoft Excel, Forecasting, Coaching, Performance Management, SDLC, Accounts Payable, Credit Analysis, Credit, Requirements Analysis, Employee Relations, Vendor Management, TriNet, CRM
Education
University of California, Irvine 2005 — 2006
Certificate Program, Administrative Management
White Rabbit Partners / KLEAN Treatment Centers October 2014 - January 2015
Kinecta Federal Credit Union February 2014 - August 2014
Bank of America November 2011 - May 2013
Bank of America September 2009 - October 2011
KeyBank Real Estate Capital November 2002 - May 2009
Plaid Brothers Software / Sungard February 2001 - October 2002
Bear Stearns 1996 - 2001
Skills
Software Documentation, Management, Analysis, Leadership, Project Management, Training, Customer Service, Quality Assurance, Team Leadership, Recruiting, Banking, Budgets, Human Resources, Team Building, Project Planning, Program Management, Risk Management, Process Scheduler, Testing, Business Process..., Strategic Planning, Process Improvement, Finance, Problem Solving, System Administration, Time Management, Administrative..., Portfolio Management, Visio, Business Analysis, Loans, PowerPoint, Microsoft Word, Microsoft Office, Operations Management, Call Centers, Financial Analysis, Microsoft Excel, Forecasting, Coaching, Performance Management, SDLC, Accounts Payable, Credit Analysis, Credit, Requirements Analysis, Employee Relations, Vendor Management, TriNet, CRM
Education
University of California, Irvine 2005 — 2006
Certificate Program, Administrative Management
Herman Chang's Bear Stearns Experience 1994 - 2008
Job Investment Advisor
Industry Financial Services
Experience
Granite Capital Management, LLC July 2010 - Present
Bear Stearns 1994 - 2008
Chase 1993 - 1994
Security Pacific Bank July 1989 - July 1991
Skills
Fixed Income, Equities, Market Risk, Financial Structuring, Trading Systems, Investment Management, Investment Strategies, Options, Capital Markets, Securities, Credit Derivatives, Portfolio Management, Middle Office, Structured Products, Alternative Investments, Bonds
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Master, Business Administration
UCLA
Bachelor of Arts, Economics
Granite Capital Management, LLC July 2010 - Present
Bear Stearns 1994 - 2008
Chase 1993 - 1994
Security Pacific Bank July 1989 - July 1991
Skills
Fixed Income, Equities, Market Risk, Financial Structuring, Trading Systems, Investment Management, Investment Strategies, Options, Capital Markets, Securities, Credit Derivatives, Portfolio Management, Middle Office, Structured Products, Alternative Investments, Bonds
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Master, Business Administration
UCLA
Bachelor of Arts, Economics
Jeffrey Peck's Bear Stearns Experience 1998 - 2001
Job Portfolio Manager at Metropolitan West Capital Management
Industry Investment Management
Experience
Metropolitan West Capital Management November 2010 - Present
Metropolitan West Capital Management March 2006 - November 2010
Metropolitan West Capital Management March 2004 - March 2006
Janney Montgomery Scott 2002 - 2004
Bear Stearns 1998 - 2001
Bear Stearns 1996 - 1998
Advanced Interventional Systems 1992 - 1993
Allergan Pharmaceuticals 1986 - 1992
Skills
Fundamental Analysis, Equities, Hedge Funds, Securities, Portfolio Management, Equity Research, Asset Management, Investments, Valuation, Capital Markets, Financial Modeling, Private Equity
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
University at Buffalo 1982 — 1986
BS, Mechanical Engineering
Metropolitan West Capital Management November 2010 - Present
Metropolitan West Capital Management March 2006 - November 2010
Metropolitan West Capital Management March 2004 - March 2006
Janney Montgomery Scott 2002 - 2004
Bear Stearns 1998 - 2001
Bear Stearns 1996 - 1998
Advanced Interventional Systems 1992 - 1993
Allergan Pharmaceuticals 1986 - 1992
Skills
Fundamental Analysis, Equities, Hedge Funds, Securities, Portfolio Management, Equity Research, Asset Management, Investments, Valuation, Capital Markets, Financial Modeling, Private Equity
Education
New York University - Leonard N. Stern School of Business 1994 — 1996
MBA, Finance
University at Buffalo 1982 — 1986
BS, Mechanical Engineering
Chuck Jordan's Bear Stearns Experience 2002 - 2007
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan 2007 - Present
Bear Stearns 2002 - 2007
Mirant 1999 - 2002
Harris Corporation 1992 - 1994
Education
University of Alabama
MBA
University of South Alabama
Electrical Engineering
JP Morgan 2007 - Present
Bear Stearns 2002 - 2007
Mirant 1999 - 2002
Harris Corporation 1992 - 1994
Education
University of Alabama
MBA
University of South Alabama
Electrical Engineering
Alan Solursh's Bear Stearns Experience August 1993 - May 2008
Job Managing Director at JP Morgan
Industry Financial Services
Experience
J.P. Morgan August 1993 - Present
Bear Stearns August 1993 - May 2008
Breslauer, Jacobson, Rutman & Chapman July 1990 - July 1993
Spicer & Oppenheim June 1989 - June 1990
Skills
Series 7, Securities, Asset Managment, Wealth Management, Equities, Investments, Portfolio Management, Financial Modeling, Behavioral Finance, University Teaching, Retirement, Asset Management, Wealth Management..., Alternative Investments, Asset Allocation, Fixed Income, High Net Worth..., Start-ups, Venture Capital, Hedge Funds, Restructuring, Financial Analysis, Private Equity, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MBA, Accounting
University of California, San Diego 1985 — 1989
BA, Quantitative Economics & Decision Science
J.P. Morgan August 1993 - Present
Bear Stearns August 1993 - May 2008
Breslauer, Jacobson, Rutman & Chapman July 1990 - July 1993
Spicer & Oppenheim June 1989 - June 1990
Skills
Series 7, Securities, Asset Managment, Wealth Management, Equities, Investments, Portfolio Management, Financial Modeling, Behavioral Finance, University Teaching, Retirement, Asset Management, Wealth Management..., Alternative Investments, Asset Allocation, Fixed Income, High Net Worth..., Start-ups, Venture Capital, Hedge Funds, Restructuring, Financial Analysis, Private Equity, Corporate Finance
Education
New York University - Leonard N. Stern School of Business 1989 — 1990
MBA, Accounting
University of California, San Diego 1985 — 1989
BA, Quantitative Economics & Decision Science
Doris Chu's Bear Stearns Experience September 2001 - August 2004
Job Director Finance and Operations Control at Guggenheim Securities
Industry Accounting
Experience
Guggenheim Securities March 2013 - Present
Guggnheim Securities April 2010 - March 2013
UBS 2004 - May 2009
Bear Stearns September 2001 - August 2004
Bear Stearns May 1997 - August 2001
Lehman Brothers May 1993 - April 1997
Lehman Brothers May 1991 - April 1993
KPMG Peat Marwick & Co September 1987 - April 1991
Skills
Accounting, Sarbanes-Oxley Act, Auditing, Finance, Mergers & Acquisitions, Internal Controls, Forecasting, Financial Reporting, Financial Analysis, Capital Markets
Education
University at Albany, SUNY 1983 — 1987
BS, Accounting
Guggenheim Securities March 2013 - Present
Guggnheim Securities April 2010 - March 2013
UBS 2004 - May 2009
Bear Stearns September 2001 - August 2004
Bear Stearns May 1997 - August 2001
Lehman Brothers May 1993 - April 1997
Lehman Brothers May 1991 - April 1993
KPMG Peat Marwick & Co September 1987 - April 1991
Skills
Accounting, Sarbanes-Oxley Act, Auditing, Finance, Mergers & Acquisitions, Internal Controls, Forecasting, Financial Reporting, Financial Analysis, Capital Markets
Education
University at Albany, SUNY 1983 — 1987
BS, Accounting
Jennifer Pilapil's Bear Stearns Experience January 1998 - July 1998
Job Operations Manager
Industry
Experience
Southern California Urban and Regional Information Systems Association (URISA) June 2015 - Present
Center for Oral Health at Western University January 2013 - Present
RSABG, an affiliate of Claremont Graduate University and the Claremont Consortium January 2013 - Present
Southern California Botanists January 2013 - Present
Rancho Santa Ana Botanic Garden (RSABG), an affiliate of Claremont Graduate University December 2009 - January 2013
Pitzer College March 2012 - July 2012
Disney Consumer Products June 2007 - September 2007
Pasadena Public Health Department May 2001 - September 2006
Richard Heath and Associates (RHA, Inc) July 1998 - May 2001
Bear Stearns January 1998 - July 1998
Skills
GIS, Program Management, Event Planning, Project Coordination, Project Management, Grant Writing, Training, Community Outreach, Research, Management
Education
University of California, Irvine
Biology, Social Sciences, History, Ethnic Studies
Southern California Urban and Regional Information Systems Association (URISA) June 2015 - Present
Center for Oral Health at Western University January 2013 - Present
RSABG, an affiliate of Claremont Graduate University and the Claremont Consortium January 2013 - Present
Southern California Botanists January 2013 - Present
Rancho Santa Ana Botanic Garden (RSABG), an affiliate of Claremont Graduate University December 2009 - January 2013
Pitzer College March 2012 - July 2012
Disney Consumer Products June 2007 - September 2007
Pasadena Public Health Department May 2001 - September 2006
Richard Heath and Associates (RHA, Inc) July 1998 - May 2001
Bear Stearns January 1998 - July 1998
Skills
GIS, Program Management, Event Planning, Project Coordination, Project Management, Grant Writing, Training, Community Outreach, Research, Management
Education
University of California, Irvine
Biology, Social Sciences, History, Ethnic Studies
Charles Maguire's Bear Stearns Experience June 2006 - May 2007
Job Executive Director Credit Risk Business Management at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase December 2012 - Present
JP Morgan Chase September 2010 - November 2012
JPMorgan Chase June 2007 - September 2010
Bear Stearns June 2006 - May 2007
JPMorgan Chase October 2004 - June 2006
JPMorgan Chase March 2001 - October 2004
Skills
Capital Markets, Middle Office, Fixed Income, Equities, Risk Management, Derivatives, Equity Derivatives, Change Management, Credit Risk, Policy Writing, Commodity Markets, People Development, Communication, Influence At All Levels
Education
University of Bristol 1993 — 1996
Bachelor's degree, Accounting and Finance, First
JPMorgan Chase December 2012 - Present
JP Morgan Chase September 2010 - November 2012
JPMorgan Chase June 2007 - September 2010
Bear Stearns June 2006 - May 2007
JPMorgan Chase October 2004 - June 2006
JPMorgan Chase March 2001 - October 2004
Skills
Capital Markets, Middle Office, Fixed Income, Equities, Risk Management, Derivatives, Equity Derivatives, Change Management, Credit Risk, Policy Writing, Commodity Markets, People Development, Communication, Influence At All Levels
Education
University of Bristol 1993 — 1996
Bachelor's degree, Accounting and Finance, First
Daniel Rabe's Bear Stearns Experience July 2006 - April 2008
Job Sales Associate at J.P. Morgan
Industry Banking
Experience
J.P. Morgan July 2006 - Present
Bear Stearns July 2006 - April 2008
Skills
Credit, Banking, Bloomberg, Fixed Income, Series 63, Series 7, Equities, Investments, Credit Analysis, Mutual Funds, Financial Services, Wealth Management
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts (BA), Economics
J.P. Morgan July 2006 - Present
Bear Stearns July 2006 - April 2008
Skills
Credit, Banking, Bloomberg, Fixed Income, Series 63, Series 7, Equities, Investments, Credit Analysis, Mutual Funds, Financial Services, Wealth Management
Education
State University of New York at Albany 2002 — 2006
Bachelor of Arts (BA), Economics
Craig Glassner, M.D., CFA's Bear Stearns Experience August 2004 - October 2005
Job
Industry Investment Management
Experience
Citadel LLC May 2015 - Present
Goldman Sachs Asset Management November 2005 - May 2015
Bear Stearns August 2004 - October 2005
Rodman & Renshaw September 2003 - July 2004
Abbott Northwestern Hospital 2001 - 2003
Allina and Aspen Medical Groups 1999 - 2003
Strong Memorial Hospital 1995 - 1998
Skills
Equity Research, Valuation, Equities, Biotechnology, Financial Modeling, Due Diligence, Lifesciences, Pharmaceutical Industry, Equity Valuation, Bloomberg, Healthcare, Portfolio Management, Investments
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 1999
Master of Business Administration (MBA), MBA
University of Chicago - The Pritzker School of Medicine 1991 — 1995
MD, Medicine
University of Rochester 1986 — 1990
Bachelor of Science (B.S.), Biochemistry
Citadel LLC May 2015 - Present
Goldman Sachs Asset Management November 2005 - May 2015
Bear Stearns August 2004 - October 2005
Rodman & Renshaw September 2003 - July 2004
Abbott Northwestern Hospital 2001 - 2003
Allina and Aspen Medical Groups 1999 - 2003
Strong Memorial Hospital 1995 - 1998
Skills
Equity Research, Valuation, Equities, Biotechnology, Financial Modeling, Due Diligence, Lifesciences, Pharmaceutical Industry, Equity Valuation, Bloomberg, Healthcare, Portfolio Management, Investments
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 1999
Master of Business Administration (MBA), MBA
University of Chicago - The Pritzker School of Medicine 1991 — 1995
MD, Medicine
University of Rochester 1986 — 1990
Bachelor of Science (B.S.), Biochemistry
Avinash Ramidi's Bear Stearns Experience July 2006 - April 2007
Job Capital MarketsPlatform Engineer at Wells Fargo
Industry Banking
Experience
Wells Fargo July 2012 - Present
JP Morgan Chase September 2009 - June 2012
Bayer HealthCare April 2008 - September 2009
Bessemer Trust June 2007 - April 2008
Bear Stearns July 2006 - April 2007
ABN AMRO Bank N.V. February 2006 - June 2006
Liberty Mutual Insurance December 2004 - January 2006
Cendant Mobility June 2004 - November 2004
CommVault May 2002 - August 2002
Education
University of Bridgeport 1999 — 2003
BS, Computer Science
Wells Fargo July 2012 - Present
JP Morgan Chase September 2009 - June 2012
Bayer HealthCare April 2008 - September 2009
Bessemer Trust June 2007 - April 2008
Bear Stearns July 2006 - April 2007
ABN AMRO Bank N.V. February 2006 - June 2006
Liberty Mutual Insurance December 2004 - January 2006
Cendant Mobility June 2004 - November 2004
CommVault May 2002 - August 2002
Education
University of Bridgeport 1999 — 2003
BS, Computer Science
Sabrina Cruz's Bear Stearns Experience June 2007 - March 2008
Job Supervisor at OMD
Industry Marketing and Advertising
Experience
OMD Worldwide April 2008 - Present
Bear Stearns June 2007 - March 2008
Skills
Media Buying, Media Strategy, Digital Media, Digital Strategy, Advertising
Education
University at Albany, SUNY 2003 — 2006
Bachelor’s Degree, Marketing/Management, GPA: 3.75
OMD Worldwide April 2008 - Present
Bear Stearns June 2007 - March 2008
Skills
Media Buying, Media Strategy, Digital Media, Digital Strategy, Advertising
Education
University at Albany, SUNY 2003 — 2006
Bachelor’s Degree, Marketing/Management, GPA: 3.75
Brian Kakascik's Bear Stearns Experience November 1998 - April 2002
Job Trainer at Equinox
Industry Health, Wellness and Fitness
Experience
Equinox March 2003 - Present
Equinox Fitness March 2003 - Present
Bear Stearns November 1998 - April 2002
Merrill Lynch October 1996 - November 1998
Merrill Lynch October 1994 - November 1998
Lehman Brothers September 1993 - October 1994
Brilliant Image January 1993 - September 1993
Education
University of Baltimore
BS, Corporate Communications
Equinox March 2003 - Present
Equinox Fitness March 2003 - Present
Bear Stearns November 1998 - April 2002
Merrill Lynch October 1996 - November 1998
Merrill Lynch October 1994 - November 1998
Lehman Brothers September 1993 - October 1994
Brilliant Image January 1993 - September 1993
Education
University of Baltimore
BS, Corporate Communications
Daniel Curry's Bear Stearns Experience September 1990 - December 1992
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC Capital Markets August 2015 - Present
Legal Consultant January 2013 - April 2015
Morgan Stanley June 2004 - April 2012
Morgan Stanley December 1999 - June 2004
Morgan Stanley September 1998 - December 1999
American Red Cross in Greater New York October 1997 - August 1998
TMG Financial Products May 1994 - September 1997
Alex. Brown & Sons, Inc December 1992 - May 1994
Bear Stearns September 1990 - December 1992
Skills
Fixed Income, Derivatives, Series 7, Capital Markets, Series 63, Structured Finance, Interest Rate..., Options, Bonds, Funding, Municipal Bonds, Risk Management, Loss Mitigation, Debt Restructuring, Workout, Capital Structure, Securitization, Tax, Regulatory Capital, ISDA, CVA, Patents, Expert Witness, Structured Products, Credit Derivatives, Trading
Education
SUNY Albany 1986 — 1990
Bachelor of Arts (B.A.), Economics
State University of New York at Albany 1986 — 1990
BA, Economics
RBC Capital Markets August 2015 - Present
Legal Consultant January 2013 - April 2015
Morgan Stanley June 2004 - April 2012
Morgan Stanley December 1999 - June 2004
Morgan Stanley September 1998 - December 1999
American Red Cross in Greater New York October 1997 - August 1998
TMG Financial Products May 1994 - September 1997
Alex. Brown & Sons, Inc December 1992 - May 1994
Bear Stearns September 1990 - December 1992
Skills
Fixed Income, Derivatives, Series 7, Capital Markets, Series 63, Structured Finance, Interest Rate..., Options, Bonds, Funding, Municipal Bonds, Risk Management, Loss Mitigation, Debt Restructuring, Workout, Capital Structure, Securitization, Tax, Regulatory Capital, ISDA, CVA, Patents, Expert Witness, Structured Products, Credit Derivatives, Trading
Education
SUNY Albany 1986 — 1990
Bachelor of Arts (B.A.), Economics
State University of New York at Albany 1986 — 1990
BA, Economics
Jon Howe's Bear Stearns Experience June 1981 - December 1990
Job Managing Director at Wedbush Securities
Industry Financial Services
Experience
Wedbush Securities September 2002 - Present
Houlihan Lokey May 1999 - July 2002
Big Dog Holdings March 1996 - January 1998
Bear, Stearns June 1981 - December 1990
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Mergers, Private Placements, Capital Markets, Start-ups, Valuation, Management, Venture Capital, Due Diligence, Corporate Finance, LBO, Financial Modeling, Securities Regulation, IPO, Securities, Portfolio Management, M&A experience, Hedge Funds, Equities, Investments
Education
University of Southern California 1976 — 1978
MBA
University of California, Santa Barbara
BA, Economics
Wedbush Securities September 2002 - Present
Houlihan Lokey May 1999 - July 2002
Big Dog Holdings March 1996 - January 1998
Bear, Stearns June 1981 - December 1990
Skills
Investment Banking, Mergers & Acquisitions, Private Equity, Mergers, Private Placements, Capital Markets, Start-ups, Valuation, Management, Venture Capital, Due Diligence, Corporate Finance, LBO, Financial Modeling, Securities Regulation, IPO, Securities, Portfolio Management, M&A experience, Hedge Funds, Equities, Investments
Education
University of Southern California 1976 — 1978
MBA
University of California, Santa Barbara
BA, Economics
Carolina Con's Bear Stearns Experience April 1998 - August 1998
Job President at Gracious Style
Industry Retail
Experience
Gracious Style 1999 - Present
Bear Stearns April 1998 - August 1998
Lehman Brothers April 1995 - April 1998
Bank Street Consulting Group August 1992 - April 1995
Education
University of California, Berkeley 1987 — 1992
BA, English, French
Gracious Style 1999 - Present
Bear Stearns April 1998 - August 1998
Lehman Brothers April 1995 - April 1998
Bank Street Consulting Group August 1992 - April 1995
Education
University of California, Berkeley 1987 — 1992
BA, English, French
David Carolin's Bear Stearns Experience December 1993 - March 1996
Job Unique blend of experience combining financial analysis, legal & compliance, project management, & front office trading
Industry Financial Services
Experience
C12 Capital Management October 2009 - March 2011
Trans-Form LLC April 2006 - September 2009
UBS Investment Bank May 2003 - March 2006
Twin Towers Fund October 2001 - December 2002
Trans-Form LLC March 1998 - August 2001
Dresdner Kleinwort Benson March 1996 - February 1998
Bear Stearns December 1993 - March 1996
Tullett and Tokyo Forex August 1991 - January 1993
Skills
Risk Management, Hedge Funds, Fixed Income, Financial Modeling
Education
University of Alabama 1987 — 1991
Bachelor of Science in Commerce and Business Administration, Corporate Finance and Investment Management
C12 Capital Management October 2009 - March 2011
Trans-Form LLC April 2006 - September 2009
UBS Investment Bank May 2003 - March 2006
Twin Towers Fund October 2001 - December 2002
Trans-Form LLC March 1998 - August 2001
Dresdner Kleinwort Benson March 1996 - February 1998
Bear Stearns December 1993 - March 1996
Tullett and Tokyo Forex August 1991 - January 1993
Skills
Risk Management, Hedge Funds, Fixed Income, Financial Modeling
Education
University of Alabama 1987 — 1991
Bachelor of Science in Commerce and Business Administration, Corporate Finance and Investment Management
Ryan Donovan's Bear Stearns Experience 2006 - 2008
Job Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2010 - Present
Samuel A Ramirez & Company 2008 - 2010
Bear Stearns 2006 - 2008
UBS 2004 - 2006
Bear Stearns 1995 - 2004
Skills
Fixed Income, Derivatives, Credit Derivatives, Structured Products, Bonds, Investment Banking, Securities, Capital Markets, Financial Structuring, Structured Finance, Equities, Valuation, Corporate Finance
Education
University at Albany
Deutsche Bank 2010 - Present
Samuel A Ramirez & Company 2008 - 2010
Bear Stearns 2006 - 2008
UBS 2004 - 2006
Bear Stearns 1995 - 2004
Skills
Fixed Income, Derivatives, Credit Derivatives, Structured Products, Bonds, Investment Banking, Securities, Capital Markets, Financial Structuring, Structured Finance, Equities, Valuation, Corporate Finance
Education
University at Albany
Mustafa Chowdhury's Bear Stearns Experience 2004 - 2004
Job Managing Director / Head of Global Rates at ING U.S. Investment Management
Industry Financial Services
Experience
ING U.S. Investment Management 2014 - Present
BlueCrest Capital Management, LLP 2013 - 2013
Deutsche Bank 2004 - 2012
Bear Stearns 2004 - 2004
Freddie Mac 1994 - 2003
Louisiana State University 1988 - 1994
Skills
Fixed Income, Capital Markets, MBS, Derivatives, Interest Rate..., Securitization, Structured Finance, Portfolio Management, Bonds, Hedge Funds, Credit Risk, Bloomberg, Alternative Investments, Equities, Investment Banking, Market Risk, Hedging, Credit Derivatives, Financial Markets
Education
University of California, San Diego 1983 — 1988
Ph.D., Economics
ING U.S. Investment Management 2014 - Present
BlueCrest Capital Management, LLP 2013 - 2013
Deutsche Bank 2004 - 2012
Bear Stearns 2004 - 2004
Freddie Mac 1994 - 2003
Louisiana State University 1988 - 1994
Skills
Fixed Income, Capital Markets, MBS, Derivatives, Interest Rate..., Securitization, Structured Finance, Portfolio Management, Bonds, Hedge Funds, Credit Risk, Bloomberg, Alternative Investments, Equities, Investment Banking, Market Risk, Hedging, Credit Derivatives, Financial Markets
Education
University of California, San Diego 1983 — 1988
Ph.D., Economics
Sung Lim's Bear Stearns Experience July 2007 - June 2008
Job Business Development at Financial Technology Partners
Industry Venture Capital & Private Equity
Experience
Financial Technology Partners June 2014 - June 2015
PayPal June 2013 - August 2013
ClearLight Partners August 2010 - July 2012
Houlihan Lokey August 2008 - July 2010
Bear Stearns July 2007 - June 2008
Skills
Financial Modeling, Venture Capital, Investment Banking, Due Diligence, Corporate Finance, Corporate Development, Mergers & Acquisitions, Financial Analysis, LBO, Competitive Analysis, Leveraged Finance, Valuation, Investments, Emerging Markets, M&A experience, Strategic Planning, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2007
BS, Business Administration
Palos Verdes Peninsula High School 1999 — 2003
Financial Technology Partners June 2014 - June 2015
PayPal June 2013 - August 2013
ClearLight Partners August 2010 - July 2012
Houlihan Lokey August 2008 - July 2010
Bear Stearns July 2007 - June 2008
Skills
Financial Modeling, Venture Capital, Investment Banking, Due Diligence, Corporate Finance, Corporate Development, Mergers & Acquisitions, Financial Analysis, LBO, Competitive Analysis, Leveraged Finance, Valuation, Investments, Emerging Markets, M&A experience, Strategic Planning, Project Management
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
University of California, Berkeley - Walter A. Haas School of Business 2003 — 2007
BS, Business Administration
Palos Verdes Peninsula High School 1999 — 2003
Ron Jacoby's Bear Stearns Experience August 1986 - May 2008
Job Director, Fixed Income Sales at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald Managing DirectorJ.P. MorganJune 2008 - January 2011
Bear Stearns August 1986 - May 2008
Education
SUNY Albany 1983 — 1986
BS, Finance & Economics
Cantor Fitzgerald Managing DirectorJ.P. MorganJune 2008 - January 2011
Bear Stearns August 1986 - May 2008
Education
SUNY Albany 1983 — 1986
BS, Finance & Economics
Ken Kauftheil's Bear Stearns Experience March 1990 - November 1999
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company July 2005 - Present
Piper Jaffray November 1999 - July 2005
Bear Stearns March 1990 - November 1999
Skills
Securities, Equities, Fixed Income, Investment Banking, Leveraged Finance, Commodity, Capital Markets, Valuation, Bloomberg, Investments, Equity Research, Alternative Investments
Education
USC 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Finance, Real Estate
UCSB 1974 — 1978
Bachelor of Arts (BA), Business/Managerial Economics
Jefferies & Company July 2005 - Present
Piper Jaffray November 1999 - July 2005
Bear Stearns March 1990 - November 1999
Skills
Securities, Equities, Fixed Income, Investment Banking, Leveraged Finance, Commodity, Capital Markets, Valuation, Bloomberg, Investments, Equity Research, Alternative Investments
Education
USC 1980 — 1982
Master of Business Administration (M.B.A.), Finance, General
University of Southern California - Marshall School of Business 1980 — 1982
MBA, Finance, Real Estate
UCSB 1974 — 1978
Bachelor of Arts (BA), Business/Managerial Economics
H. Dhillon's Bear Stearns Experience 2006 - 2008
Job Ennovance Capital Private Equity Investor
Industry Investment Management
Experience
Ennovance Capital LLC 2010 - Present
Constellar Capital 2008 - 2009
Bear Stearns 2006 - 2008
Skills
Private Equity, Investments, Chemicals, Strategic Planning, Hedge Funds, Valuation, Financial Modeling, Specialty Chemicals, Risk Management, Leveraged Finance, Joint Ventures, Deal Sourcing, Personal Care, Chemical Distribution, Ingredients, Fundraising
Education
University at Buffalo
Master of Engineering (M.Eng.)
Ennovance Capital LLC 2010 - Present
Constellar Capital 2008 - 2009
Bear Stearns 2006 - 2008
Skills
Private Equity, Investments, Chemicals, Strategic Planning, Hedge Funds, Valuation, Financial Modeling, Specialty Chemicals, Risk Management, Leveraged Finance, Joint Ventures, Deal Sourcing, Personal Care, Chemical Distribution, Ingredients, Fundraising
Education
University at Buffalo
Master of Engineering (M.Eng.)
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS