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
Scott Stark Scott Stark's Bear Stearns Experience January 1999 - 2003
Job Vice President of Architecture at Red Hat
Industry Computer Software
Experience
Red Hat 2009 - Present
JBoss June 2004 - Present
Bear Stearns January 1999 - 2003
Financial WorkSystems 1996 - 1999
Skills
Software Development, Enterprise Architecture, SOA, Software Engineering, Distributed Systems, Web Services, Java Enterprise Edition, REST, Java
Education
University of Delaware 1987 — 1993
Doctor of Philosophy (PhD), Chemical Engineering
University of Washington 1982 — 1987
Bachelor of Science (B.S.), Chemical Engineering
Red Hat 2009 - Present
JBoss June 2004 - Present
Bear Stearns January 1999 - 2003
Financial WorkSystems 1996 - 1999
Skills
Software Development, Enterprise Architecture, SOA, Software Engineering, Distributed Systems, Web Services, Java Enterprise Edition, REST, Java
Education
University of Delaware 1987 — 1993
Doctor of Philosophy (PhD), Chemical Engineering
University of Washington 1982 — 1987
Bachelor of Science (B.S.), Chemical Engineering
Jennifer Odom Jennifer Odom's Bear Stearns Experience April 2005 - April 2008
Job Business Consultant at North American Title
Industry Real Estate
Experience
North American Title May 2014 - March 2015
Frontier Title May 2012 - May 2014
EPIC Lone Star Solutions, LLC August 2011 - May 2012
HT Staffing June 2008 - April 2009
Austin Chamber of Commerce 2008 - April 2009
Bear Stearns April 2005 - April 2008
JLM Direct Funding August 2001 - March 2005
Skills
B2B, CRM, Business Development, Email Marketing, Salesforce.com, Account Management, Marketing, Event Planning, Strategic Partnerships, Lead Generation, Recruiting, Human Resources, Sales, Marketing Strategy, Advertising, Sales Process, Sales Presentations, Mortgage Banking, New Business Development, Strategic Planning, VA loans
Education
University of Louisiana at Lafayette 1993 — 1996
North American Title May 2014 - March 2015
Frontier Title May 2012 - May 2014
EPIC Lone Star Solutions, LLC August 2011 - May 2012
HT Staffing June 2008 - April 2009
Austin Chamber of Commerce 2008 - April 2009
Bear Stearns April 2005 - April 2008
JLM Direct Funding August 2001 - March 2005
Skills
B2B, CRM, Business Development, Email Marketing, Salesforce.com, Account Management, Marketing, Event Planning, Strategic Partnerships, Lead Generation, Recruiting, Human Resources, Sales, Marketing Strategy, Advertising, Sales Process, Sales Presentations, Mortgage Banking, New Business Development, Strategic Planning, VA loans
Education
University of Louisiana at Lafayette 1993 — 1996
Henry Ellis's Bear Stearns Experience May 1980 - May 1982
Job Financial Advisor Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 1982 - Present
Bear Stearns May 1980 - May 1982
Skills
Wealth Management, Series 7, Investments, Portfolio Management, Retirement Planning, Mutual Funds, Equities, Strategic Financial..., Banking, Financial Analysis, Fixed Income, Financial Modeling, Financial Planning
Education
University of Florida 1966 — 1970
Bachelor's degree, Advertising marketing
Merrill Lynch May 1982 - Present
Bear Stearns May 1980 - May 1982
Skills
Wealth Management, Series 7, Investments, Portfolio Management, Retirement Planning, Mutual Funds, Equities, Strategic Financial..., Banking, Financial Analysis, Fixed Income, Financial Modeling, Financial Planning
Education
University of Florida 1966 — 1970
Bachelor's degree, Advertising marketing
Rachel Aguirre Rachel Aguirre's Bear Stearns Experience April 1998 - July 2000
Job Supervisor Sales Territory Coordinator at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments December 2013 - Present
JPMorgan Chase September 2009 - October 2013
Trans-Form LLC June 2004 - July 2008
VOA Associates June 2003 - June 2004
Bear Stearns April 1998 - July 2000
Salomon Brothers April 1992 - April 1998
Skills
Project Management, Management, Leadership, Process Improvement, Securities, Financial Analysis, Financial Services, Investment Banking, Risk Management, Investments, Business Analysis, Management Consulting, Analysis, Interior Design, New Business Development, PMP, Research, SharePoint, Social Media, Portfolio Management, Hedge Funds, Fixed Income, Prime Brokerage, Derivatives, Financial Modeling, SDLC, Strategy, Program Management, Banking, Strategic Planning, Equities, Capital Markets, Training, Budgets, Finance
Education
University of Florida
MID, Interior Design
University of South Florida
MBA, Finance/Management
University of South Florida
BA, Marketing
University of South Florida
BA, Finance
Franklin Templeton Investments December 2013 - Present
JPMorgan Chase September 2009 - October 2013
Trans-Form LLC June 2004 - July 2008
VOA Associates June 2003 - June 2004
Bear Stearns April 1998 - July 2000
Salomon Brothers April 1992 - April 1998
Skills
Project Management, Management, Leadership, Process Improvement, Securities, Financial Analysis, Financial Services, Investment Banking, Risk Management, Investments, Business Analysis, Management Consulting, Analysis, Interior Design, New Business Development, PMP, Research, SharePoint, Social Media, Portfolio Management, Hedge Funds, Fixed Income, Prime Brokerage, Derivatives, Financial Modeling, SDLC, Strategy, Program Management, Banking, Strategic Planning, Equities, Capital Markets, Training, Budgets, Finance
Education
University of Florida
MID, Interior Design
University of South Florida
MBA, Finance/Management
University of South Florida
BA, Marketing
University of South Florida
BA, Finance
Dana Kelman's Bear Stearns Experience October 2002 - December 2002
Job CFO / Entreprenuer at Growth and Startup Companies
Industry Executive Office
Experience
The Medical Group of South Florida / Abacoa Physical Medicine & Orthopedics November 2014 - Present
Fenway Xperience - Fenway Group November 2013 - Present
Blessue LLC September 2008 - Present
Centego Marketing January 2004 - September 2008
Bear Stearns October 2002 - December 2002
Morgan Stanley - MSCI June 2002 - August 2002
Segue Software September 1998 - August 2001
Endless Video - Blockbuster September 1996 - September 1998
Putnam Investments August 1994 - September 1996
Skills
Financial Analysis, Budgeting, Forecasting, Accounting, Financial Modeling, Excel, Start-ups, Negotiation, Financial Reporting, Pricing, Word, Contract Negotiation, Process Improvement, Corporate Finance, Analysis, Planning, Business Analysis, SOX, Microsoft Office, Internal Controls, PowerPoint, Business Intelligence, Competitive Analysis, Microsoft Excel, Budgets, Project Planning, Business Planning, Mergers & Acquisitions, Finance
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of Melbourne - Melbourne Business School
MBA - Finance
University of Florida 1990 — 1994
BS Bus Admin, Finance
Stoughton High 1986 — 1990
HS Diploma
The Medical Group of South Florida / Abacoa Physical Medicine & Orthopedics November 2014 - Present
Fenway Xperience - Fenway Group November 2013 - Present
Blessue LLC September 2008 - Present
Centego Marketing January 2004 - September 2008
Bear Stearns October 2002 - December 2002
Morgan Stanley - MSCI June 2002 - August 2002
Segue Software September 1998 - August 2001
Endless Video - Blockbuster September 1996 - September 1998
Putnam Investments August 1994 - September 1996
Skills
Financial Analysis, Budgeting, Forecasting, Accounting, Financial Modeling, Excel, Start-ups, Negotiation, Financial Reporting, Pricing, Word, Contract Negotiation, Process Improvement, Corporate Finance, Analysis, Planning, Business Analysis, SOX, Microsoft Office, Internal Controls, PowerPoint, Business Intelligence, Competitive Analysis, Microsoft Excel, Budgets, Project Planning, Business Planning, Mergers & Acquisitions, Finance
Education
New York University - Leonard N. Stern School of Business 2001 — 2003
MBA, Finance
University of Melbourne - Melbourne Business School
MBA - Finance
University of Florida 1990 — 1994
BS Bus Admin, Finance
Stoughton High 1986 — 1990
HS Diploma
Timothy Collins, Jr. Timothy Collins, Jr.'s Bear Stearns Experience 2000 - 2007
Job Senior Private Banker at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank 2009 - Present
Encima Global 2008 - December 2009
Hayground Cove Asset Management 2007 - 2008
Bear Stearns 2000 - 2007
Schroders 1987 - 2000
Skills
Institutional..., High Net Worth..., Banking, Strategic Financial..., Corporate Development, Equity Derivatives, Management Consulting, Business Planning, Fund Of Funds, ETFs, CRM, Wealth Management..., Executive Management, Insurance, Underwriting, Leadership, Analysis, Project Management, Trading Systems, Commodity
Education
University of Colorado Boulder - Leeds School of Business
BS Finance, Finance, Economics, English
J.P. Morgan Private Bank 2009 - Present
Encima Global 2008 - December 2009
Hayground Cove Asset Management 2007 - 2008
Bear Stearns 2000 - 2007
Schroders 1987 - 2000
Skills
Institutional..., High Net Worth..., Banking, Strategic Financial..., Corporate Development, Equity Derivatives, Management Consulting, Business Planning, Fund Of Funds, ETFs, CRM, Wealth Management..., Executive Management, Insurance, Underwriting, Leadership, Analysis, Project Management, Trading Systems, Commodity
Education
University of Colorado Boulder - Leeds School of Business
BS Finance, Finance, Economics, English
Bob Rotanz Bob Rotanz's Bear Stearns Experience January 1990 - March 2008
Job Client Strategist at GEN RE NEAM
Industry Investment Management
Experience
GEN RE- NEAM May 2015 - Present
Mizuho Securities Co., Ltd. May 2011 - April 2015
FTN Financial March 2009 - April 2011
J.P. Morgan April 2008 - March 2009
Bear Stearns January 1990 - March 2008
Drexel Burnham Lambert June 1986 - January 1990
Xerox January 1981 - June 1986
Skills
Fixed Income, Capital Markets, Trading
Education
University of Delaware 1976 — 1980
BS, Political Science/Business
GEN RE- NEAM May 2015 - Present
Mizuho Securities Co., Ltd. May 2011 - April 2015
FTN Financial March 2009 - April 2011
J.P. Morgan April 2008 - March 2009
Bear Stearns January 1990 - March 2008
Drexel Burnham Lambert June 1986 - January 1990
Xerox January 1981 - June 1986
Skills
Fixed Income, Capital Markets, Trading
Education
University of Delaware 1976 — 1980
BS, Political Science/Business
William Kartholl William Kartholl's Bear Stearns Experience December 2006 - August 2008
Job Head of US ETF Trading at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2008 - Present
Bear Stearns December 2006 - August 2008
Bear Stearns July 2001 - December 2006
Skills
VBA, Access, Options, Fixed Income, Trading, Equities, ETFs, Swaps, Commodity, Middle Office, Arbitrage, Risk Management, Hedge Funds, Derivatives, Capital Markets, Series 7, Equity Derivatives, Equity Research, Hedging, Securities Lending, Bonds, Portfolio Management, Trading Systems, Finance, Market Data, Credit Derivatives, Series 63, Bloomberg, FX Options, Structured Products, Electronic Trading, Mutual Funds, Prime Brokerage, Asset Management, Investment Banking, Proprietary Trading, Alternative Investments, Financial Markets, FINRA, Equity Trading, Market Making, Interest Rate..., Securities, Investments, Financial Services, Volatility Arbitrage, Commodity Markets
Education
University of Iowa 1997 — 2001
Bachelor of Business Administration (BBA), Economics
J.P. Morgan August 2008 - Present
Bear Stearns December 2006 - August 2008
Bear Stearns July 2001 - December 2006
Skills
VBA, Access, Options, Fixed Income, Trading, Equities, ETFs, Swaps, Commodity, Middle Office, Arbitrage, Risk Management, Hedge Funds, Derivatives, Capital Markets, Series 7, Equity Derivatives, Equity Research, Hedging, Securities Lending, Bonds, Portfolio Management, Trading Systems, Finance, Market Data, Credit Derivatives, Series 63, Bloomberg, FX Options, Structured Products, Electronic Trading, Mutual Funds, Prime Brokerage, Asset Management, Investment Banking, Proprietary Trading, Alternative Investments, Financial Markets, FINRA, Equity Trading, Market Making, Interest Rate..., Securities, Investments, Financial Services, Volatility Arbitrage, Commodity Markets
Education
University of Iowa 1997 — 2001
Bachelor of Business Administration (BBA), Economics
Peter Seeman Peter Seeman's Bear Stearns Experience 1996 - 1999
Job Managing Director at Canaccord Genuity Inc.
Industry Financial Services
Experience
Canaccord Genuity Inc. October 2014 - Present
FBR May 2012 - October 2014
Brown Brothers Harriman April 2008 - May 2012
Citi 2006 - 2008
CIBC World Markets 2004 - 2006
Wasserstein Perella 1999 - 2002
Bear Stearns 1996 - 1999
Skills
Fixed Income, Electronic Trading, Equities, Securities, Hedge Funds, Mutual Funds, Series 7, Capital Markets, Bloomberg, Trading, Derivatives, Asset Management, Alternative Investments
Education
University of Denver 1990 — 1993
BSBA, Business, Management, Marketing, and Related Support Services
Peddie
Canaccord Genuity Inc. October 2014 - Present
FBR May 2012 - October 2014
Brown Brothers Harriman April 2008 - May 2012
Citi 2006 - 2008
CIBC World Markets 2004 - 2006
Wasserstein Perella 1999 - 2002
Bear Stearns 1996 - 1999
Skills
Fixed Income, Electronic Trading, Equities, Securities, Hedge Funds, Mutual Funds, Series 7, Capital Markets, Bloomberg, Trading, Derivatives, Asset Management, Alternative Investments
Education
University of Denver 1990 — 1993
BSBA, Business, Management, Marketing, and Related Support Services
Peddie
Rob Lyddan Rob Lyddan's Bear Stearns Experience June 2006 - June 2008
Job Client Relationship Manager at Eze Castle Integration
Industry Financial Services
Experience
Eze Castle Integration 2014 - Present
Bloomberg BGov 2011 - 2013
Bloomberg LP March 2011 - December 2013
Republican National Committee April 2010 - March 2011
Alexander Gallo Holdings June 2008 - April 2010
Bear Stearns June 2006 - June 2008
Skills
Market Research, Data Analysis, Research, Policy Analysis, Government, Public Policy, Market Analysis, Business Development, Analysis, Competitive Analysis, Strategic Planning, Financial Analysis, Leadership, Strategic Communications, Management Consulting, Economics, Business Strategy, Public Relations, Key Account..., Account Management, Bloomberg Terminal, Brand Management, Federal Government, Social Media, Analytics, Legal Research, Microsoft Excel, Salesforce.com
Education
Tulane University 2003 — 2006
BA, History, Poli-Sci
University of Denver 2005 — 2005
Bachelor of Business Administration (BBA), 4.0
Valley Forge Military Academy & College 2002 — 2003
Associate of Arts (AA), Political Science and Government, 4.3
Valley Forge Military Academy & College 1998 — 2002
High School Diploma
Eze Castle Integration 2014 - Present
Bloomberg BGov 2011 - 2013
Bloomberg LP March 2011 - December 2013
Republican National Committee April 2010 - March 2011
Alexander Gallo Holdings June 2008 - April 2010
Bear Stearns June 2006 - June 2008
Skills
Market Research, Data Analysis, Research, Policy Analysis, Government, Public Policy, Market Analysis, Business Development, Analysis, Competitive Analysis, Strategic Planning, Financial Analysis, Leadership, Strategic Communications, Management Consulting, Economics, Business Strategy, Public Relations, Key Account..., Account Management, Bloomberg Terminal, Brand Management, Federal Government, Social Media, Analytics, Legal Research, Microsoft Excel, Salesforce.com
Education
Tulane University 2003 — 2006
BA, History, Poli-Sci
University of Denver 2005 — 2005
Bachelor of Business Administration (BBA), 4.0
Valley Forge Military Academy & College 2002 — 2003
Associate of Arts (AA), Political Science and Government, 4.3
Valley Forge Military Academy & College 1998 — 2002
High School Diploma
Dustin Schneider, CFA's Bear Stearns Experience July 2003 - December 2006
Job Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman July 2014 - Present
HSBC Global Asset Management February 2012 - July 2014
HSBC Global Asset Management January 2007 - January 2012
Bear Stearns July 2003 - December 2006
Skills
Asset Management, Emerging Markets, Investment Management, Asset Managment, Bloomberg, Financial Markets, Mutual Funds, Series 63, Series 7, Alternative Investments, Asset Allocation, Corporate Finance, Financial Modeling, Financial Services, Investment Strategies, Securities, Fixed Income, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Neuberger Berman July 2014 - Present
HSBC Global Asset Management February 2012 - July 2014
HSBC Global Asset Management January 2007 - January 2012
Bear Stearns July 2003 - December 2006
Skills
Asset Management, Emerging Markets, Investment Management, Asset Managment, Bloomberg, Financial Markets, Mutual Funds, Series 63, Series 7, Alternative Investments, Asset Allocation, Corporate Finance, Financial Modeling, Financial Services, Investment Strategies, Securities, Fixed Income, Portfolio Management
Education
University of Illinois at Urbana-Champaign - College of Business 1999 — 2003
BS, Finance
Scott Margolis Scott Margolis's Bear Stearns Experience 2003 - 2008
Job Managing Director at Piper Jaffray
Industry Financial Services
Experience
Piper Jaffray April 2012 - Present
Broadpoint Gleacher November 2010 - August 2011
Weeden & Co. January 2009 - November 2010
Bear Stearns 2003 - 2008
Credit Suisse June 1992 - March 1998
UBS Investment Bank March 1992 - March 1998
Lehman Brothers June 1986 - February 1992
New York Presbyterian Hospital April 1978 - June 1984
Skills
Hedge Funds, Equities, Equity Derivatives, Trading, Options, Bonds, Structured Products, Series 24, Prime Brokerage, Fixed Income, Series 7, Derivatives, Series 63, Equity Trading, Financial Modeling, Private Equity, Asset Allocation, Investment Strategies, Credit Derivatives, Market Data, Hedging, Trading Systems, Securities, Market Making, Capital Markets, Alternative Investments, Investments, Investment Banking, Bloomberg, Equity Research, Asset Management, Electronic Trading, Financial Markets
Education
Yale School of Management 1984 — 1986
MBA, Finance
The University of Connecticut 1971 — 1975
BS, Biology and Math
Piper Jaffray April 2012 - Present
Broadpoint Gleacher November 2010 - August 2011
Weeden & Co. January 2009 - November 2010
Bear Stearns 2003 - 2008
Credit Suisse June 1992 - March 1998
UBS Investment Bank March 1992 - March 1998
Lehman Brothers June 1986 - February 1992
New York Presbyterian Hospital April 1978 - June 1984
Skills
Hedge Funds, Equities, Equity Derivatives, Trading, Options, Bonds, Structured Products, Series 24, Prime Brokerage, Fixed Income, Series 7, Derivatives, Series 63, Equity Trading, Financial Modeling, Private Equity, Asset Allocation, Investment Strategies, Credit Derivatives, Market Data, Hedging, Trading Systems, Securities, Market Making, Capital Markets, Alternative Investments, Investments, Investment Banking, Bloomberg, Equity Research, Asset Management, Electronic Trading, Financial Markets
Education
Yale School of Management 1984 — 1986
MBA, Finance
The University of Connecticut 1971 — 1975
BS, Biology and Math
Konrad Bieniek's Bear Stearns Experience 2005 - 2007
Job FX Sales Private Bank
Industry Investment Banking
Experience
Credit Suisse October 2014 - Present
Credit Suisse February 2010 - Present
Credit Suisse August 2007 - February 2010
Bear Stearns 2005 - 2007
Skills
Foreign Languages, Trading Operations, Sales Operations, Fixed Income, Derivatives, FX Options, Back Office, Options, Settlement, Swaps, Trading, Capital Markets, Emerging Markets, Equities, Investment Banking
Education
University of Connecticut 2000 — 2004
Economics, Economics
Credit Suisse October 2014 - Present
Credit Suisse February 2010 - Present
Credit Suisse August 2007 - February 2010
Bear Stearns 2005 - 2007
Skills
Foreign Languages, Trading Operations, Sales Operations, Fixed Income, Derivatives, FX Options, Back Office, Options, Settlement, Swaps, Trading, Capital Markets, Emerging Markets, Equities, Investment Banking
Education
University of Connecticut 2000 — 2004
Economics, Economics
Tamara Jewell, PMP's Bear Stearns Experience May 2007 - January 2008
Job Senior Director at Citi
Industry Financial Services
Experience
Citi August 2012 - Present
Auction.com October 2011 - August 2012
REDC Default Solutions June 2011 - October 2011
Chase Home Finance June 2009 - June 2011
JP Morgan (formally Bear Stearns) January 2008 - June 2009
Bear Stearns May 2007 - January 2008
Bear Stearns August 2006 - June 2007
Bear Stearns January 2004 - August 2006
Bear Stearns March 2000 - January 2004
Norwest / Wells Fargo April 1997 - March 2000
Skills
Risk Management, Financial Risk, Loans, Process Improvement, PMP, Six Sigma, Capital Markets, Management, Leadership, SDLC, Business Process, Mortgage Lending, Software Documentation, Strategic Planning, Vendor Management, Data Analysis, Executive Management, Quality Assurance, Change Management, Business Analysis, Program Management, Project Management, Project Planning, Testing, Loan Servicing, Training, Internal Audit, Portfolio Management, Asset Managment, Mortgage Servicing, Credit, Strategy, Business Process..., Asset Management
Education
University of Florida 1995 — 1996
GeoChemistry
University of North Carolina at Chapel Hill 1990 — 1994
BS, Geology, Biology
Citi August 2012 - Present
Auction.com October 2011 - August 2012
REDC Default Solutions June 2011 - October 2011
Chase Home Finance June 2009 - June 2011
JP Morgan (formally Bear Stearns) January 2008 - June 2009
Bear Stearns May 2007 - January 2008
Bear Stearns August 2006 - June 2007
Bear Stearns January 2004 - August 2006
Bear Stearns March 2000 - January 2004
Norwest / Wells Fargo April 1997 - March 2000
Skills
Risk Management, Financial Risk, Loans, Process Improvement, PMP, Six Sigma, Capital Markets, Management, Leadership, SDLC, Business Process, Mortgage Lending, Software Documentation, Strategic Planning, Vendor Management, Data Analysis, Executive Management, Quality Assurance, Change Management, Business Analysis, Program Management, Project Management, Project Planning, Testing, Loan Servicing, Training, Internal Audit, Portfolio Management, Asset Managment, Mortgage Servicing, Credit, Strategy, Business Process..., Asset Management
Education
University of Florida 1995 — 1996
GeoChemistry
University of North Carolina at Chapel Hill 1990 — 1994
BS, Geology, Biology
Srinivasa Cheemalapati Srinivasa Cheemalapati's Bear Stearns Experience March 2007 - April 2008
Job VP Development Manager, Wealth Management at Bank of America
Industry Financial Services
Experience
Bank of America October 2013 - Present
Comcast Spotlight April 2012 - September 2013
Bank of America June 2008 - April 2012
Bear Stearns March 2007 - April 2008
Merrill Lynch April 2005 - March 2007
Dollar Financial Group January 2004 - March 2005
Annapolis Technologies LLC May 1999 - December 2003
Pentafour Software September 1996 - April 1999
Skills
SDLC, Management, Business Analysis, Business Intelligence, Strategic Planning
Education
University of Madras 1992 — 1996
BE, Computer Science
Bank of America October 2013 - Present
Comcast Spotlight April 2012 - September 2013
Bank of America June 2008 - April 2012
Bear Stearns March 2007 - April 2008
Merrill Lynch April 2005 - March 2007
Dollar Financial Group January 2004 - March 2005
Annapolis Technologies LLC May 1999 - December 2003
Pentafour Software September 1996 - April 1999
Skills
SDLC, Management, Business Analysis, Business Intelligence, Strategic Planning
Education
University of Madras 1992 — 1996
BE, Computer Science
Margaret Castle Margaret Castle's Bear Stearns Experience 1984 - 1988
Job CEO at Castle & Associates,
Industry Publishing
Experience
Castle & Associates, September 1996 - Present
London-Zurich Brokerage Intern'l. 1988 - 1994
Bear Stearns 1984 - 1988
The New York Times June 1979 - July 1982
Skills
Asset Allocation, Risk Management, Portfolio Management, Script Editing, Proposal Writing, Technical Information..., Fiction Writing, Manuscript Development, Manuscript Editing
Education
University of Colorado at Boulder 1986 — 1991
Economics
University of Denver 1981 — 1984
MBA, Operations Research
Castle & Associates, September 1996 - Present
London-Zurich Brokerage Intern'l. 1988 - 1994
Bear Stearns 1984 - 1988
The New York Times June 1979 - July 1982
Skills
Asset Allocation, Risk Management, Portfolio Management, Script Editing, Proposal Writing, Technical Information..., Fiction Writing, Manuscript Development, Manuscript Editing
Education
University of Colorado at Boulder 1986 — 1991
Economics
University of Denver 1981 — 1984
MBA, Operations Research
Greg Farber, CIMA® AIF® Greg Farber, CIMA® AIF®'s Bear Stearns Experience February 2004 - August 2009
Job VP, Sr. Wealth Advisor at Calamos Investments
Industry Financial Services
Experience
Calamos Investments November 2014 - Present
LaSalle Street Capital Management November 2012 - October 2014
Cove Street Capital January 2012 - April 2012
Bear Stearns February 2004 - August 2009
Oppenheimer & Company July 1997 - February 2004
A.G. Edwards & Sons, Inc. April 1994 - July 1997
Rollings Communications 1989 - 1993
Skills
Alternative Investments, Series 7, Investments, Asset Allocation, Equities, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Management, Series 63, CIMA
Education
Washington University in St. Louis - Olin Business School 1996 — 1999
MBA, General
University of Illinois at Urbana-Champaign - College of Business 1985 — 1990
BS, Finance
Naperville North High School 1981 — 1985
HIgh school diploma, General Studies
Calamos Investments November 2014 - Present
LaSalle Street Capital Management November 2012 - October 2014
Cove Street Capital January 2012 - April 2012
Bear Stearns February 2004 - August 2009
Oppenheimer & Company July 1997 - February 2004
A.G. Edwards & Sons, Inc. April 1994 - July 1997
Rollings Communications 1989 - 1993
Skills
Alternative Investments, Series 7, Investments, Asset Allocation, Equities, Asset Management, Portfolio Management, Hedge Funds, Mutual Funds, Management, Series 63, CIMA
Education
Washington University in St. Louis - Olin Business School 1996 — 1999
MBA, General
University of Illinois at Urbana-Champaign - College of Business 1985 — 1990
BS, Finance
Naperville North High School 1981 — 1985
HIgh school diploma, General Studies
Doug Humphrey Doug Humphrey's Bear Stearns Experience March 2000 - November 2007
Job Highly technical senior architect and technologist with a background in computing hardware and infrastructure systems
Industry Information Technology and Services
Experience
The Depository Trust & Clearing Corporation April 2015 - Present
PTS Consulting June 2013 - March 2015
Violin Memory August 2012 - February 2013
ICAP EBS June 2009 - June 2012
Intelligent Technologies Inc. February 2009 - June 2009
Authentidate Holding Corp., Inc. January 2008 - January 2009
Bear Stearns March 2000 - November 2007
Shen Milsom & Wilke January 1999 - March 2000
Constantin Walsh-Lowe February 1997 - January 1999
Pencom Systems Administration 1996 - 1997
Skills
Unix, DNS, Linux, Solaris, Servers, NTP, Storage Solutions, Network Security, Data Center, Software Documentation, Integration, Troubleshooting, Windows Server, Security, Operating Systems, Storage Area Networks, Firewalls, Apache, Network Design, ITIL, Virtualization, Hardware, System Administration, Technical Support, SAN, VMware, Disaster Recovery, TCP/IP, Architecture, Enterprise Architecture, Testing, Perl, Red Hat Linux, Enterprise Software, Switches, Infrastructure, Storage, Networking, IT Management, Routing, Oracle, Cloud Computing, Distributed Systems, WAN, Computer Security, High Availability, Computer Hardware, Cisco Technologies, NAS, System Deployment
Education
University of Delaware 1981 — 1986
Bachelor of Arts (B.A.), History
University of Delaware
Bachelor's degree
The Depository Trust & Clearing Corporation April 2015 - Present
PTS Consulting June 2013 - March 2015
Violin Memory August 2012 - February 2013
ICAP EBS June 2009 - June 2012
Intelligent Technologies Inc. February 2009 - June 2009
Authentidate Holding Corp., Inc. January 2008 - January 2009
Bear Stearns March 2000 - November 2007
Shen Milsom & Wilke January 1999 - March 2000
Constantin Walsh-Lowe February 1997 - January 1999
Pencom Systems Administration 1996 - 1997
Skills
Unix, DNS, Linux, Solaris, Servers, NTP, Storage Solutions, Network Security, Data Center, Software Documentation, Integration, Troubleshooting, Windows Server, Security, Operating Systems, Storage Area Networks, Firewalls, Apache, Network Design, ITIL, Virtualization, Hardware, System Administration, Technical Support, SAN, VMware, Disaster Recovery, TCP/IP, Architecture, Enterprise Architecture, Testing, Perl, Red Hat Linux, Enterprise Software, Switches, Infrastructure, Storage, Networking, IT Management, Routing, Oracle, Cloud Computing, Distributed Systems, WAN, Computer Security, High Availability, Computer Hardware, Cisco Technologies, NAS, System Deployment
Education
University of Delaware 1981 — 1986
Bachelor of Arts (B.A.), History
University of Delaware
Bachelor's degree
Alex Vavra Alex Vavra's Bear Stearns Experience 2007 - March 2008
Job Software Engineer at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP May 2014 - Present
Imagine Software August 2012 - November 2013
Barclays Capital August 2010 - November 2011
JP Morgan & Co. August 2007 - February 2011
Bear Stearns 2007 - March 2008
Morgan Stanley/Prime Brokerage 2005 - 2007
Credit Suisse 2004 - 2005
JP Morgan 1996 - 2003
Nortel 1994 - 1995
Skills
Risk Management, Prime Brokerage, Trading Systems, Portfolio Management, Financial Markets, Fixed Income, Hedge Funds, Agile Methodologies, Equities, Derivatives, Software Development, Management, Options, Valuation, Equity Derivatives, Investment Banking, Financial Services, Capital Markets, Leadership, Financial Analysis, Market Risk, Interest Rate..., SDLC, JavaScript, REST, Apache Spark, Java
Education
University of Iowa 1989 — 1991
M.S., Computer Science
University of Iowa 1985 — 1989
BA, Finance
Bloomberg LP May 2014 - Present
Imagine Software August 2012 - November 2013
Barclays Capital August 2010 - November 2011
JP Morgan & Co. August 2007 - February 2011
Bear Stearns 2007 - March 2008
Morgan Stanley/Prime Brokerage 2005 - 2007
Credit Suisse 2004 - 2005
JP Morgan 1996 - 2003
Nortel 1994 - 1995
Skills
Risk Management, Prime Brokerage, Trading Systems, Portfolio Management, Financial Markets, Fixed Income, Hedge Funds, Agile Methodologies, Equities, Derivatives, Software Development, Management, Options, Valuation, Equity Derivatives, Investment Banking, Financial Services, Capital Markets, Leadership, Financial Analysis, Market Risk, Interest Rate..., SDLC, JavaScript, REST, Apache Spark, Java
Education
University of Iowa 1989 — 1991
M.S., Computer Science
University of Iowa 1985 — 1989
BA, Finance
Hugh Coheleach Hugh Coheleach's Bear Stearns Experience July 2002 - July 2005
Job Business Developement Director at Ditati
Industry Financial Services
Experience
Ditati January 2007 - January 2011
Wachovia Securities Financial Network July 2005 - August 2007
Bear Stearns July 2002 - July 2005
Lehman Brothers November 1999 - July 2002
Skills
Microsoft Excel, PowerPoint, Customer Service, English, Windows, Research, Outlook, C, Negotiation, Finance, Sales, Data Center, Investments, Risk Management, Telecommunications, Business Development, Business Strategy
Education
University of Florida 1983 — 1986
Bachelor of Arts (BA), Business Administration and Management, General
Holy Family high school
Ditati January 2007 - January 2011
Wachovia Securities Financial Network July 2005 - August 2007
Bear Stearns July 2002 - July 2005
Lehman Brothers November 1999 - July 2002
Skills
Microsoft Excel, PowerPoint, Customer Service, English, Windows, Research, Outlook, C, Negotiation, Finance, Sales, Data Center, Investments, Risk Management, Telecommunications, Business Development, Business Strategy
Education
University of Florida 1983 — 1986
Bachelor of Arts (BA), Business Administration and Management, General
Holy Family high school
Jim Drury Jim Drury's Bear Stearns Experience May 1993 - June 1998
Job MD, Corporate Bond Research, AIG Asset Management Group
Industry Investment Management
Experience
AIG Asset Management Group September 2009 - Present
Harding Advisory LLC September 2006 - April 2008
New York Life Investment Management January 2001 - September 2006
INVESCO November 1998 - December 2000
Bear Stearns May 1993 - June 1998
Prudential Securities December 1986 - April 1993
The First Boston Corporation October 1985 - November 1986
Standard & Poor's October 1981 - September 1985
Price Waterhouse June 1977 - September 1981
Skills
Derivatives, Valuation, Portfolio Management, Fixed Income, Trading, Financial Modeling, Management, Financial Analysis, Investment Banking, Capital Markets, Fixed Income Analysis, Investments, Risk Management, Corporate Finance, Securities, Bonds, Private Equity, Asset Management, Hedge Funds, CDO, High Yield, Credit Analysis, Mergers & Acquisitions, Equities, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
M.B.A., Finance
University of Delaware 1973 — 1977
B.S., Accounting
AIG Asset Management Group September 2009 - Present
Harding Advisory LLC September 2006 - April 2008
New York Life Investment Management January 2001 - September 2006
INVESCO November 1998 - December 2000
Bear Stearns May 1993 - June 1998
Prudential Securities December 1986 - April 1993
The First Boston Corporation October 1985 - November 1986
Standard & Poor's October 1981 - September 1985
Price Waterhouse June 1977 - September 1981
Skills
Derivatives, Valuation, Portfolio Management, Fixed Income, Trading, Financial Modeling, Management, Financial Analysis, Investment Banking, Capital Markets, Fixed Income Analysis, Investments, Risk Management, Corporate Finance, Securities, Bonds, Private Equity, Asset Management, Hedge Funds, CDO, High Yield, Credit Analysis, Mergers & Acquisitions, Equities, Credit Risk
Education
New York University - Leonard N. Stern School of Business 1981 — 1985
M.B.A., Finance
University of Delaware 1973 — 1977
B.S., Accounting
Ira Wagner Ira Wagner's Bear Stearns Experience July 1996 - February 2008
Job Independent Financial Services Professional
Industry Financial Services
Experience
Monmouth University 2013 - Present
Self Employed 2008 - Present
Bear Stearns July 1996 - February 2008
Donaldson, Lufkin & Jenrette 1995 - 1996
First Boston 1989 - 1995
First Boston 1989 - 1995
Skills
Capital Markets, CDO, Fixed Income, Structured Finance, ABS, Hedge Funds, Securitization, Structured Products, Alternative Investments, Financial Institutions, Portfolio Management, Equities, Emerging Markets, Credit Derivatives, Bloomberg, Trading, Credit, Financial Markets, Derivatives, Bonds, Securities, Corporate Finance, Credit Analysis, Asset Management
Education
University of Hartford 2011 — 2013
Master of Fine Arts (MFA), Photography
University of Pennsylvania - The Wharton School 1979 — 1981
Master of Business Administration (MBA)
University of Virginia 1974 — 1978
BA, Government
Monmouth University 2013 - Present
Self Employed 2008 - Present
Bear Stearns July 1996 - February 2008
Donaldson, Lufkin & Jenrette 1995 - 1996
First Boston 1989 - 1995
First Boston 1989 - 1995
Skills
Capital Markets, CDO, Fixed Income, Structured Finance, ABS, Hedge Funds, Securitization, Structured Products, Alternative Investments, Financial Institutions, Portfolio Management, Equities, Emerging Markets, Credit Derivatives, Bloomberg, Trading, Credit, Financial Markets, Derivatives, Bonds, Securities, Corporate Finance, Credit Analysis, Asset Management
Education
University of Hartford 2011 — 2013
Master of Fine Arts (MFA), Photography
University of Pennsylvania - The Wharton School 1979 — 1981
Master of Business Administration (MBA)
University of Virginia 1974 — 1978
BA, Government
Girija Unnikrishnan Rema's Bear Stearns Experience October 2006 - September 2008
Job SAP Ariba Consultant
Industry Information Technology and Services
Experience
Ariba 2015 - Present
NTT DATA November 2014 - May 2015
Pfizer [Contracted through NTT DATA] November 2011 - September 2014
American Express October 2008 - August 2011
Bear Stearns October 2006 - September 2008
Aon Hewitt December 2004 - October 2006
IIT Bombay February 2002 - December 2004
Skills
Ariba, Ariba Spend Management, SDLC, Requirements Analysis, Java Enterprise Edition, SQL, Business Analysis, Oracle, Unix, Software Project..., Agile Methodologies, DB2, Microsoft SQL Server, Java, JavaScript
Education
Amrita Institute of Computer Science 1999 — 2002
Master’s Degree
University of Kerala 1996 — 1999
Bachelor’s Degree
Ariba 2015 - Present
NTT DATA November 2014 - May 2015
Pfizer [Contracted through NTT DATA] November 2011 - September 2014
American Express October 2008 - August 2011
Bear Stearns October 2006 - September 2008
Aon Hewitt December 2004 - October 2006
IIT Bombay February 2002 - December 2004
Skills
Ariba, Ariba Spend Management, SDLC, Requirements Analysis, Java Enterprise Edition, SQL, Business Analysis, Oracle, Unix, Software Project..., Agile Methodologies, DB2, Microsoft SQL Server, Java, JavaScript
Education
Amrita Institute of Computer Science 1999 — 2002
Master’s Degree
University of Kerala 1996 — 1999
Bachelor’s Degree
Bryan Heenan Bryan Heenan's Bear Stearns Experience January 2006 - April 2006
Job Manager Financial Planning and Analysis at ServiceMaster
Industry Packaging and Containers
Experience
ServiceMaster January 2015 - Present
Evergreen Packaging February 2014 - December 2014
Evergreen Packaging March 2012 - January 2014
Evergreen Packaging December 2009 - March 2012
Huntington Learning Center - Germantown, TN July 2007 - January 2010
Wallington High School September 2006 - June 2007
Bear Stearns January 2006 - April 2006
Bear Stearns May 2002 - August 2002
Bear Stearns May 2001 - August 2001
Skills
Pricing, Procurement, Finance, Forecasting, Cross-functional Team..., Strategy, Logistics, Budgets, Data Analysis, Variance Analysis, Supply Chain, Risk Management, Financial Modeling, Strategic Planning, Management, Hedging, VBA, Strategic Sourcing, Statistics, Financial Markets, Cognos Report Studio, Jedox, Business Intelligence
Education
University of Tennessee-Knoxville 2003 — 2005
Bachelor of Science (B.S.), Mathematics
University of Delaware 1999 — 2003
Bachelor of Science (B.S.), Business Administration
ServiceMaster January 2015 - Present
Evergreen Packaging February 2014 - December 2014
Evergreen Packaging March 2012 - January 2014
Evergreen Packaging December 2009 - March 2012
Huntington Learning Center - Germantown, TN July 2007 - January 2010
Wallington High School September 2006 - June 2007
Bear Stearns January 2006 - April 2006
Bear Stearns May 2002 - August 2002
Bear Stearns May 2001 - August 2001
Skills
Pricing, Procurement, Finance, Forecasting, Cross-functional Team..., Strategy, Logistics, Budgets, Data Analysis, Variance Analysis, Supply Chain, Risk Management, Financial Modeling, Strategic Planning, Management, Hedging, VBA, Strategic Sourcing, Statistics, Financial Markets, Cognos Report Studio, Jedox, Business Intelligence
Education
University of Tennessee-Knoxville 2003 — 2005
Bachelor of Science (B.S.), Mathematics
University of Delaware 1999 — 2003
Bachelor of Science (B.S.), Business Administration
Anita Del Giorno's Bear Stearns Experience July 1999 - August 2008
Job Vice President, Branch Manager at Santander Bank, N.A.
Industry Financial Services
Experience
Santander Bank, N.A. September 2012 - Present
Morgan Stanley March 2010 - August 2012
JP Morgan Chase August 2008 - February 2010
Bear Stearns July 1999 - August 2008
Skills
Hedge Funds, Loans, Private Equity, Portfolio Management, Fixed Income, Bankruptcy, Commercial Lending, Small Business Lending, Retail Banking, Sales Management, Leadership, Bonds, Business Development, Credit, Trading, Banking, Capital Markets, Investments, Equities
Education
University of Delaware 1995 — 1999
BS, Finance & Marketing
Santander Bank, N.A. September 2012 - Present
Morgan Stanley March 2010 - August 2012
JP Morgan Chase August 2008 - February 2010
Bear Stearns July 1999 - August 2008
Skills
Hedge Funds, Loans, Private Equity, Portfolio Management, Fixed Income, Bankruptcy, Commercial Lending, Small Business Lending, Retail Banking, Sales Management, Leadership, Bonds, Business Development, Credit, Trading, Banking, Capital Markets, Investments, Equities
Education
University of Delaware 1995 — 1999
BS, Finance & Marketing
Alicia Blatchford Alicia Blatchford's Bear Stearns Experience 1978 - 2007
Job University of Miami
Industry Higher Education
Experience
University of Miami August 2015 - Present
Harvard T.H. Chan School of Public Health January 2012 - Present
Bear Stearns 1978 - 2007
Skills
Alternative Investments, Non-profits, Nonprofits, Program Development, Data Analysis, Financial Analysis, Program Management, Fundraising, Community Outreach, Research, Finance, Policy Analysis, Management, Project Management, Strategic Planning
Education
University of Maine
University of Miami August 2015 - Present
Harvard T.H. Chan School of Public Health January 2012 - Present
Bear Stearns 1978 - 2007
Skills
Alternative Investments, Non-profits, Nonprofits, Program Development, Data Analysis, Financial Analysis, Program Management, Fundraising, Community Outreach, Research, Finance, Policy Analysis, Management, Project Management, Strategic Planning
Education
University of Maine
Richard Greene Richard Greene's Bear Stearns Experience March 1999 - January 2006
Job Owner, First Choice Settlement
Industry Real Estate
Experience
First Choice Settlement, LLC 2006 - Present
Bear Stearns March 1999 - January 2006
Global Sports Management and Brokerage January 1996 - February 1999
Lynn University 1996 - 1998
Education
University of Miami 1994 — 1996
Masters, Marketing and Business
University of Connecticut 1988 — 1992
BA
First Choice Settlement, LLC 2006 - Present
Bear Stearns March 1999 - January 2006
Global Sports Management and Brokerage January 1996 - February 1999
Lynn University 1996 - 1998
Education
University of Miami 1994 — 1996
Masters, Marketing and Business
University of Connecticut 1988 — 1992
BA
Peter Orr, CFA Peter Orr, CFA's Bear Stearns Experience January 1996 - August 1997
Job CEO and Founder, Intuitive Analytics
Industry Capital Markets
Experience
Intuitive Analytics February 2005 - Present
JPMorgan February 2002 - March 2006
FirstChicago/BankOne November 1997 - February 2002
Bear Stearns January 1996 - August 1997
Evensen Dodge June 1992 - December 1995
Skills
Entrepreneurship, Data Visualization, Capital Markets, Risk Management, Interest Rate..., Financial Risk, Public Finance, Investment Banking, Financial Modeling, Fixed Income, Corporate Finance, Financial Analysis, Valuation, Bonds, Securities, Financial Structuring, Structured Finance, Hedge Funds, Equities, Derivatives, Financial Markets, Quantitative Analytics, Options, Finance, Emerging Markets, Investments, Analytics, Management Consulting, Trading, Alternative Investments, Quantitative Finance, Structured Products, Private Equity, Hedging, Portfolio Management, Bloomberg, Asset Management, Investment Strategies, Equity Derivatives, Venture Capital, Trading Systems, Trading Strategies, Commodity, Investment Management, Equity Research, Asset Allocation, FX Options
Education
University of Chicago 1997 — 1999
MS, Applied Mathematics
University of Florida 1990 — 1992
BS, Economics, Math
Satellite High School 1985 — 1988
Intuitive Analytics February 2005 - Present
JPMorgan February 2002 - March 2006
FirstChicago/BankOne November 1997 - February 2002
Bear Stearns January 1996 - August 1997
Evensen Dodge June 1992 - December 1995
Skills
Entrepreneurship, Data Visualization, Capital Markets, Risk Management, Interest Rate..., Financial Risk, Public Finance, Investment Banking, Financial Modeling, Fixed Income, Corporate Finance, Financial Analysis, Valuation, Bonds, Securities, Financial Structuring, Structured Finance, Hedge Funds, Equities, Derivatives, Financial Markets, Quantitative Analytics, Options, Finance, Emerging Markets, Investments, Analytics, Management Consulting, Trading, Alternative Investments, Quantitative Finance, Structured Products, Private Equity, Hedging, Portfolio Management, Bloomberg, Asset Management, Investment Strategies, Equity Derivatives, Venture Capital, Trading Systems, Trading Strategies, Commodity, Investment Management, Equity Research, Asset Allocation, FX Options
Education
University of Chicago 1997 — 1999
MS, Applied Mathematics
University of Florida 1990 — 1992
BS, Economics, Math
Satellite High School 1985 — 1988
Amy Rinaldi Amy Rinaldi's Bear Stearns Experience August 2006 - June 2008
Job Collateral Management at JP Morgan Chase
Industry Banking
Experience
JP Morgan Chase June 2008 - Present
Bear Stearns August 2006 - June 2008
Education
University of Connecticut 2001 — 2005
BA, Economics
JP Morgan Chase June 2008 - Present
Bear Stearns August 2006 - June 2008
Education
University of Connecticut 2001 — 2005
BA, Economics
Olga Linetski, CPA's Bear Stearns Experience May 2006 - 2009
Job Assistant Controller at Community Blood Services
Industry Nonprofit Organization Management
Experience
Community Blood Services July 2014 - Present
Community Blood Services July 2009 - July 2014
JPMorgan Chase May 2006 - June 2009
Bear Stearns May 2006 - 2009
Thompson Marketing 2002 - 2006
GMR Marketing 2002 - 2006
Richard M. Bradbury, CPA 2000 - 2001
Englewood Hospital and Medical Center 1996 - 1997
Henderman & Company, PSC 1994 - 1996
Skills
General Ledger, Account Reconciliation, Fixed Assets, Accounts Receivable, Financial Reporting, Microsoft Excel, Accounting, Internal Controls, Variance Analysis, Financial Statements, Journal Entries, Bank Reconciliation, Process Improvement, Pivot Tables, Management, Performance Management, Coaching, Financial Accounting, Analysis, Auditing, Internal Audit, Budgets, Budget Forecasts, Accounts Payable, Sarbanes-Oxley Act, Payroll, QuickBooks, Finance
Education
University of Louisville 1987 — 1991
Bachelor's degree, Accounting and Finance
Community Blood Services July 2014 - Present
Community Blood Services July 2009 - July 2014
JPMorgan Chase May 2006 - June 2009
Bear Stearns May 2006 - 2009
Thompson Marketing 2002 - 2006
GMR Marketing 2002 - 2006
Richard M. Bradbury, CPA 2000 - 2001
Englewood Hospital and Medical Center 1996 - 1997
Henderman & Company, PSC 1994 - 1996
Skills
General Ledger, Account Reconciliation, Fixed Assets, Accounts Receivable, Financial Reporting, Microsoft Excel, Accounting, Internal Controls, Variance Analysis, Financial Statements, Journal Entries, Bank Reconciliation, Process Improvement, Pivot Tables, Management, Performance Management, Coaching, Financial Accounting, Analysis, Auditing, Internal Audit, Budgets, Budget Forecasts, Accounts Payable, Sarbanes-Oxley Act, Payroll, QuickBooks, Finance
Education
University of Louisville 1987 — 1991
Bachelor's degree, Accounting and Finance
Brooks Baskin Brooks Baskin's Bear Stearns Experience June 2004 - June 2008
Job CEO & Founder at 2B Living, Inc.
Industry Real Estate
Experience
2B Living, Inc. January 2011 - Present
Holey Donuts June 2008 - June 2010
Bear Stearns June 2004 - June 2008
Skills
Valuation, Real Estate, Investments, Social Media, Financial Analysis, Due Diligence, Asset Managment, Securities, Private Equity, Financial Modeling, Asset Management, Mergers & Acquisitions
Education
New York University - Real Estate Institute 2006 — 2006
Certificate in Real Estate Finance & Investment, Real Estate Development
University of Pennsylvania 2000 — 2004
B.S., International Relations & History
Katholieke Universiteit Leuven 2003 — 2003
Junior Program in European Culture and Society
2B Living, Inc. January 2011 - Present
Holey Donuts June 2008 - June 2010
Bear Stearns June 2004 - June 2008
Skills
Valuation, Real Estate, Investments, Social Media, Financial Analysis, Due Diligence, Asset Managment, Securities, Private Equity, Financial Modeling, Asset Management, Mergers & Acquisitions
Education
New York University - Real Estate Institute 2006 — 2006
Certificate in Real Estate Finance & Investment, Real Estate Development
University of Pennsylvania 2000 — 2004
B.S., International Relations & History
Katholieke Universiteit Leuven 2003 — 2003
Junior Program in European Culture and Society
Tim Locke's Bear Stearns Experience 1997 - 1998
Job Production Management Risk Office, Information Security Officer & Global Technology Learning Head Executive Director
Industry Information Technology and Services
Experience
Morgan Stanley September 2010 - Present
Morgan Stanley January 2009 - September 2010
Morgan Stanley June 2008 - January 2009
Morgan Stanley - Equities Division October 2006 - June 2008
Barclays Capital March 2006 - October 2006
Goldman Sachs April 2004 - November 2005
Goldman Sachs, London September 1998 - April 2004
Bear Stearns 1997 - 1998
Skills
Service Management, Integration, Incident Management, Market Data, Outsourcing, Equities, Vendor Management, Trading Systems, IT Strategy, Management, ITIL
Education
University of Greenwich 1993 — 1997
Maths & Computing
Morgan Stanley September 2010 - Present
Morgan Stanley January 2009 - September 2010
Morgan Stanley June 2008 - January 2009
Morgan Stanley - Equities Division October 2006 - June 2008
Barclays Capital March 2006 - October 2006
Goldman Sachs April 2004 - November 2005
Goldman Sachs, London September 1998 - April 2004
Bear Stearns 1997 - 1998
Skills
Service Management, Integration, Incident Management, Market Data, Outsourcing, Equities, Vendor Management, Trading Systems, IT Strategy, Management, ITIL
Education
University of Greenwich 1993 — 1997
Maths & Computing
Doug Tibbett Doug Tibbett's Bear Stearns Experience 1998 - 2001
Job Principal Software Developer at The Nielsen Company
Industry Media Production
Experience
The Nielsen Company February 2002 - Present
Market Systems, Inc 2001 - 2001
Bear Stearns 1998 - 2001
Salomon Brothers 1993 - 1998
Skills
Agile Methodologies, Data Warehousing, SDLC, SQL, Software Development, SOA, Enterprise Architecture, XML, Java, Business Intelligence, Analytics, Unix, Integration, Scrum, Web Services, Visio, Software Design, Database Design, Microsoft SQL Server, SAS, Netezza, Sybase ASE, Hardware Architecture, Troubleshooting, Creative Problem Solving, Technical Staff...
Education
University of South Florida 1990 — 1993
BS, Computer Science
University of Florida 1986 — 1990
Engineering, computer science
The Nielsen Company February 2002 - Present
Market Systems, Inc 2001 - 2001
Bear Stearns 1998 - 2001
Salomon Brothers 1993 - 1998
Skills
Agile Methodologies, Data Warehousing, SDLC, SQL, Software Development, SOA, Enterprise Architecture, XML, Java, Business Intelligence, Analytics, Unix, Integration, Scrum, Web Services, Visio, Software Design, Database Design, Microsoft SQL Server, SAS, Netezza, Sybase ASE, Hardware Architecture, Troubleshooting, Creative Problem Solving, Technical Staff...
Education
University of South Florida 1990 — 1993
BS, Computer Science
University of Florida 1986 — 1990
Engineering, computer science
Alexander Razumny Alexander Razumny's Bear Stearns Experience 2004 - 2008
Job Managing Director, Head Structured Product Trading at Fieldstone Private Capital Group Ltd
Industry Financial Services
Experience
Fieldstone Private Capital Group Ltd 2009 - Present
NewOak Capital 2008 - 2009
Bear Stearns 2004 - 2008
Skills
ABS, CDO, Structured Products, Financial Structuring, CMBS, Trading, Structured Finance, Securitization, Fixed Income, Capital Markets, MBS, Credit Derivatives, Investment Banking, Emerging Markets, Credit
Education
University of Connecticut 2000 — 2002
non, PhD physics candidate
University of Illinois at Urbana-Champaign 1998 — 1999
MBA
Tashkent State University 1986 — 1993
MS, Physics
Fieldstone Private Capital Group Ltd 2009 - Present
NewOak Capital 2008 - 2009
Bear Stearns 2004 - 2008
Skills
ABS, CDO, Structured Products, Financial Structuring, CMBS, Trading, Structured Finance, Securitization, Fixed Income, Capital Markets, MBS, Credit Derivatives, Investment Banking, Emerging Markets, Credit
Education
University of Connecticut 2000 — 2002
non, PhD physics candidate
University of Illinois at Urbana-Champaign 1998 — 1999
MBA
Tashkent State University 1986 — 1993
MS, Physics
John Polito John Polito's Bear Stearns Experience 1988 - 1997
Job MD at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 1999 - Present
Bear Stearns 1988 - 1997
Merrill Lynch Mortgage Corporation 1984 - 1987
Skills
ABS, Business Development, Capital Markets, CLO, Derivatives, Credit, Fixed Income, Securitization, Corporate Finance, Asset Management
Education
University of Connecticut 1979 — 1984
BA, Economics
Roger Ludlowe 1974 — 1979
HS
BNY Mellon August 1999 - Present
Bear Stearns 1988 - 1997
Merrill Lynch Mortgage Corporation 1984 - 1987
Skills
ABS, Business Development, Capital Markets, CLO, Derivatives, Credit, Fixed Income, Securitization, Corporate Finance, Asset Management
Education
University of Connecticut 1979 — 1984
BA, Economics
Roger Ludlowe 1974 — 1979
HS
Joseph Louis Joseph Louis's Bear Stearns Experience July 2006 - May 2008
Job
Industry Information Technology and Services
Experience
Platts September 2015 - Present
Shell February 2013 - September 2015
World Fuel Services August 2012 - February 2013
Citi July 2008 - June 2012
JPMorgan June 2008 - July 2008
Bear Stearns July 2006 - May 2008
Calpine December 2005 - July 2006
Calpine January 2001 - December 2005
Calpine October 1999 - January 2001
Dynegy May 1999 - October 1999
Skills
Commodities, Energy Trading, ETRM, Risk Management, Energy, Program Management, Market Risk, Credit Risk, Financial Risk, Commodity, Commodity Markets, Trading, Financial Modeling, Leadership, Management, Business Analysis, Derivatives, Capital Markets, Hedging, Business Process..., Options, IT Strategy, Mergers & Acquisitions, Executive Management, Information Technology, Vendor Management, Trading Systems, Portfolio Management, Enterprise Risk..., Fixed Income, Financial Services, FX Options, Equities, Project Finance, Investment Banking, Asset Management, Financial Analysis, Financial Markets, Valuation, Hedge Funds, Swaps, VBA, Finance, Banking, Bloomberg, Equity Derivatives, Corporate Finance, Structured Finance, Energy Markets, Financial Structuring
Education
University of Houston 1995 — 1997
MBA
University of Houston 1989 — 1994
BBA
Dulles High School, Sugar Land, TX
Platts September 2015 - Present
Shell February 2013 - September 2015
World Fuel Services August 2012 - February 2013
Citi July 2008 - June 2012
JPMorgan June 2008 - July 2008
Bear Stearns July 2006 - May 2008
Calpine December 2005 - July 2006
Calpine January 2001 - December 2005
Calpine October 1999 - January 2001
Dynegy May 1999 - October 1999
Skills
Commodities, Energy Trading, ETRM, Risk Management, Energy, Program Management, Market Risk, Credit Risk, Financial Risk, Commodity, Commodity Markets, Trading, Financial Modeling, Leadership, Management, Business Analysis, Derivatives, Capital Markets, Hedging, Business Process..., Options, IT Strategy, Mergers & Acquisitions, Executive Management, Information Technology, Vendor Management, Trading Systems, Portfolio Management, Enterprise Risk..., Fixed Income, Financial Services, FX Options, Equities, Project Finance, Investment Banking, Asset Management, Financial Analysis, Financial Markets, Valuation, Hedge Funds, Swaps, VBA, Finance, Banking, Bloomberg, Equity Derivatives, Corporate Finance, Structured Finance, Energy Markets, Financial Structuring
Education
University of Houston 1995 — 1997
MBA
University of Houston 1989 — 1994
BBA
Dulles High School, Sugar Land, TX
Cathy Sabo Cathy Sabo's Bear Stearns Experience July 1999 - July 2000
Job Global CCO at AXA Rosenberg
Industry Financial Services
Experience
AXA Rosenberg April 2012 - Present
McMorgan & Company LLC July 2010 - March 2012
CJS Consulting May 2009 - July 2010
Charles Schwab July 2000 - February 2009
Bear Stearns July 1999 - July 2000
US Securities and Exchange Commission July 1991 - June 1999
Financial Industry Regulatory Authority October 1986 - June 1991
Skills
Mutual Funds
Education
University of Georgia - Terry College of Business 1982 — 1986
AXA Rosenberg April 2012 - Present
McMorgan & Company LLC July 2010 - March 2012
CJS Consulting May 2009 - July 2010
Charles Schwab July 2000 - February 2009
Bear Stearns July 1999 - July 2000
US Securities and Exchange Commission July 1991 - June 1999
Financial Industry Regulatory Authority October 1986 - June 1991
Skills
Mutual Funds
Education
University of Georgia - Terry College of Business 1982 — 1986
Alex MacCormick's Bear Stearns Experience 2000 - 2001
Job Center Lane, LLC Paragraph IV & Patent Litigation Tracking... amaccormick@centerlanellc.com
Industry Pharmaceuticals
Experience
Center Lane, LLC January 2011 - Present
JMP Securities August 2008 - December 2010
ThinkEquity August 2005 - August 2008
UBS 2001 - 2005
Bear, Stearns 2000 - 2001
Rocko Slick Productions 1993 - 2000
Skills
Pharmaceutical Industry, Business Development, Competitive Analysis, Hedge Funds, Healthcare, Investments, Market Analysis, Financial Analysis, Pharmaceutics, Patent Litigation
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Finance
Western State College 1988 — 1992
BA, Communications
University of San Francisco 1991 — 1991
Holderness 1985 — 1988
Center Lane, LLC January 2011 - Present
JMP Securities August 2008 - December 2010
ThinkEquity August 2005 - August 2008
UBS 2001 - 2005
Bear, Stearns 2000 - 2001
Rocko Slick Productions 1993 - 2000
Skills
Pharmaceutical Industry, Business Development, Competitive Analysis, Hedge Funds, Healthcare, Investments, Market Analysis, Financial Analysis, Pharmaceutics, Patent Litigation
Education
University of Denver - Daniels College of Business 1998 — 2000
MBA, Finance
Western State College 1988 — 1992
BA, Communications
University of San Francisco 1991 — 1991
Holderness 1985 — 1988
Ed McCloskey Ed McCloskey's Bear Stearns Experience May 2000 - June 2002
Job Senior Consultant at Citi
Industry Financial Services
Experience
Citi September 2009 - Present
Thetica Systems June 2009 - Present
ExecTech Consulting, Inc. June 1995 - Present
Barclays Capital 2006 - 2008
Equity One / Popular Financial Services August 2002 - June 2005
Pershing January 1996 - July 2002
Bear Stearns May 2000 - June 2002
Merrill Lynch 1991 - 1996
Amalgamated Life Insurance 1986 - 1989
Andersen Consulting (now Accenture) 1977 - 1983
Skills
Microsoft SQL Server, SQL, Databases, Business Analysis, Data Warehousing, Visual Basic, Data Modeling, Oracle, Database Design, Access, ETL, Risk Management, Program Management, T-SQL, Sybase, UML, Project Management, ASP.NET, Derivatives, DB2, Banking, Business Continuity, Crystal Reports, Data Architecture, IT Strategy, SDLC, Software Design, Software Development, Testing
Education
University of Kentucky 1975 — 1976
MBA, Business
University of Delaware 1967 — 1972
BEE, Electrical engineering, Computer science
Citi September 2009 - Present
Thetica Systems June 2009 - Present
ExecTech Consulting, Inc. June 1995 - Present
Barclays Capital 2006 - 2008
Equity One / Popular Financial Services August 2002 - June 2005
Pershing January 1996 - July 2002
Bear Stearns May 2000 - June 2002
Merrill Lynch 1991 - 1996
Amalgamated Life Insurance 1986 - 1989
Andersen Consulting (now Accenture) 1977 - 1983
Skills
Microsoft SQL Server, SQL, Databases, Business Analysis, Data Warehousing, Visual Basic, Data Modeling, Oracle, Database Design, Access, ETL, Risk Management, Program Management, T-SQL, Sybase, UML, Project Management, ASP.NET, Derivatives, DB2, Banking, Business Continuity, Crystal Reports, Data Architecture, IT Strategy, SDLC, Software Design, Software Development, Testing
Education
University of Kentucky 1975 — 1976
MBA, Business
University of Delaware 1967 — 1972
BEE, Electrical engineering, Computer science
Ruth Morrison Ruth Morrison's Bear Stearns Experience 2004 - 2009
Job Executive Assistant at North Highland Consulting
Industry Financial Services
Experience
North Highland June 2014 - Present
Morrison Law Office July 2013 - June 2014
Administrative and Presentation Freelancer August 2011 - June 2014
G2 Investment Group, LLC July 2010 - August 2011
Dukuh Design January 2010 - July 2010
Ovis Creative, LLC 2009 - 2010
JPMorgan 2008 - 2009
Bear Stearns 2004 - 2009
The Blackstone Group 2001 - 2003
Credit Suisse 1997 - 2000
Skills
PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Time Management, Adobe Creative Suite, Photoshop, Adobe Acrobat, Customer Service, Customer Relations, Editing, Illustrator, Project Management, Access, Process Improvement, Administration, Software Documentation, Social Networking, Management, InDesign, Mac, Spanish, Problem Solving, Graphic Design, Research, Visio, Public Relations, Program Management, Graphics, Project Planning, Leadership, Strategic Planning, Flash, Windows, English, Marketing Communications, Lotus Notes, Brochures, Spreadsheets, Press Releases, Mistake Proofing, Travel Planning, Logistics, Writing, Production, Documentation
Education
University of Cincinnati 1986 — 1990
Bachelor of Science, Urban Administration
University of Cincinnati
Bachelor's degree, Urban Administration, Economic and Community Development
North Highland June 2014 - Present
Morrison Law Office July 2013 - June 2014
Administrative and Presentation Freelancer August 2011 - June 2014
G2 Investment Group, LLC July 2010 - August 2011
Dukuh Design January 2010 - July 2010
Ovis Creative, LLC 2009 - 2010
JPMorgan 2008 - 2009
Bear Stearns 2004 - 2009
The Blackstone Group 2001 - 2003
Credit Suisse 1997 - 2000
Skills
PowerPoint, Microsoft Excel, Outlook, Microsoft Word, Microsoft Office, Time Management, Adobe Creative Suite, Photoshop, Adobe Acrobat, Customer Service, Customer Relations, Editing, Illustrator, Project Management, Access, Process Improvement, Administration, Software Documentation, Social Networking, Management, InDesign, Mac, Spanish, Problem Solving, Graphic Design, Research, Visio, Public Relations, Program Management, Graphics, Project Planning, Leadership, Strategic Planning, Flash, Windows, English, Marketing Communications, Lotus Notes, Brochures, Spreadsheets, Press Releases, Mistake Proofing, Travel Planning, Logistics, Writing, Production, Documentation
Education
University of Cincinnati 1986 — 1990
Bachelor of Science, Urban Administration
University of Cincinnati
Bachelor's degree, Urban Administration, Economic and Community Development
Jason Mandinach Jason Mandinach's Bear Stearns Experience June 2006 - June 2008
Job Senior Vice President, Product Manager Mortgage Strategies
Industry Investment Management
Experience
PIMCO July 2010 - Present
Chicago Climate Futures Exchange July 2008 - July 2010
Bear Stearns June 2006 - June 2008
Education
University of Delaware 2003 — 2006
BA, Political Science & Journalism
PIMCO July 2010 - Present
Chicago Climate Futures Exchange July 2008 - July 2010
Bear Stearns June 2006 - June 2008
Education
University of Delaware 2003 — 2006
BA, Political Science & Journalism
Vivian R. Pepper's Bear Stearns Experience June 2005 - May 2006
Job BNY Mellon: Regional Vice President & Texas/Oklahoma Independent Broker Dealer Wholesaler
Industry Financial Services
Experience
BNY Mellon February 2014 - August 2015
BNY Mellon October 2010 - January 2014
BNY Mellon April 2007 - October 2010
Deutsche Bank October 2006 - May 2007
Bear Stearns Asset Management May 2006 - October 2006
Bear Stearns June 2005 - May 2006
Bear Stearns August 2004 - June 2005
MONY Group (now AXA Financial) August 2003 - July 2004
PrO Unlimited 2003 - 2004
Skills
Mutual Fund Analysis, Client Relationship..., Handwritten Notes, Finance, Investments, Asset Management, Leadership, Business Development, Business Planning, Due Diligence, Sales, Mutual Funds, Series 63, Series 7, Sales Management, CRM, Financial Services, Retirement Planning, Budgets, Portfolio Management, FINRA, Equities, Asset Allocation, 401k, Accounting, Alternative Investments, Wealth Management, Risk Management, Fixed Income, Financial Analysis, Investment Strategies, Investment Management, Marketing, Strategic Planning
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA, Accounting
Darlington School 1995 — 1998
High School, Advanced Placement, Secondary Diplomas and Certificates
BNY Mellon February 2014 - August 2015
BNY Mellon October 2010 - January 2014
BNY Mellon April 2007 - October 2010
Deutsche Bank October 2006 - May 2007
Bear Stearns Asset Management May 2006 - October 2006
Bear Stearns June 2005 - May 2006
Bear Stearns August 2004 - June 2005
MONY Group (now AXA Financial) August 2003 - July 2004
PrO Unlimited 2003 - 2004
Skills
Mutual Fund Analysis, Client Relationship..., Handwritten Notes, Finance, Investments, Asset Management, Leadership, Business Development, Business Planning, Due Diligence, Sales, Mutual Funds, Series 63, Series 7, Sales Management, CRM, Financial Services, Retirement Planning, Budgets, Portfolio Management, FINRA, Equities, Asset Allocation, 401k, Accounting, Alternative Investments, Wealth Management, Risk Management, Fixed Income, Financial Analysis, Investment Strategies, Investment Management, Marketing, Strategic Planning
Education
University of Georgia - Terry College of Business 1998 — 2002
BBA, Accounting
Darlington School 1995 — 1998
High School, Advanced Placement, Secondary Diplomas and Certificates
Anton Schegolev Anton Schegolev's Bear Stearns Experience 2005 - 2006
Job at The Options Group
Industry Financial Services
Experience
The Options Group July 2009 - Present
Magic Works LLC 2008 - 2009
Millennium Partners 2007 - 2008
Bear Stearns 2005 - 2006
Banc of America Securities 2003 - 2005
Syncsort 1998 - 2003
UCSB 1996 - 1998
Skills
Trading Systems
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Ph.D., Physics
Moscow Insitute For Physics and Technology 1985 — 1991
MS in Physics and Applied Mathematics, Physics
The Options Group July 2009 - Present
Magic Works LLC 2008 - 2009
Millennium Partners 2007 - 2008
Bear Stearns 2005 - 2006
Banc of America Securities 2003 - 2005
Syncsort 1998 - 2003
UCSB 1996 - 1998
Skills
Trading Systems
Education
University of Illinois at Urbana-Champaign 1992 — 1996
Ph.D., Physics
Moscow Insitute For Physics and Technology 1985 — 1991
MS in Physics and Applied Mathematics, Physics
Nora Coffie Nora Coffie's Bear Stearns Experience 2007 - 2008
Job Vice President, Compliance, at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank July 2012 - Present
J.P. Morgan April 2008 - June 2012
Bear Stearns 2007 - 2008
Smith Barney July 2004 - July 2007
Skills
Compliance Testing, Branch Inspections, FINRA, Series 7, Risk Management, Securities, Investment Banking, Wealth Management, Anti Money Laundering, Capital Markets, Equities, Financial Services, Fixed Income, Series 63, Hedge Funds, Derivatives
Education
University of Maryland College Park 1993 — 1997
Deutsche Bank July 2012 - Present
J.P. Morgan April 2008 - June 2012
Bear Stearns 2007 - 2008
Smith Barney July 2004 - July 2007
Skills
Compliance Testing, Branch Inspections, FINRA, Series 7, Risk Management, Securities, Investment Banking, Wealth Management, Anti Money Laundering, Capital Markets, Equities, Financial Services, Fixed Income, Series 63, Hedge Funds, Derivatives
Education
University of Maryland College Park 1993 — 1997
Kent Summers's Bear Stearns Experience May 1987 - January 1991
Job
Industry Computer Software
Experience
Practical Computer Applications, Inc. January 2005 - Present
MIT Venture Mentoring Service November 2002 - Present
CADNexus, Inc. May 2009 - Present
Garofalo & Associates, LLC March 2001 - September 2005
Collego 2000 - 2001
MyHelpdesk 1997 - 2000
EBT 1993 - 1996
EJV Partners February 1991 - December 1993
Bear Stearns May 1987 - January 1991
Skills
Start-ups, Entrepreneurship, Mergers & Acquisitions, Strategic Partnerships, Angel Investing, Management, Analytics, Business Intelligence, SaaS, Product Management, Cloud Computing, Mergers, Software Development, Enterprise Software, Sales Management, Private Placements, Venture Capital, Data Visualization, Consulting, Management Consulting, Joint Ventures, SEO, Agile Methodologies, Investment Banking, Mentoring
Education
University of Houston 1981 — 1986
BA
Practical Computer Applications, Inc. January 2005 - Present
MIT Venture Mentoring Service November 2002 - Present
CADNexus, Inc. May 2009 - Present
Garofalo & Associates, LLC March 2001 - September 2005
Collego 2000 - 2001
MyHelpdesk 1997 - 2000
EBT 1993 - 1996
EJV Partners February 1991 - December 1993
Bear Stearns May 1987 - January 1991
Skills
Start-ups, Entrepreneurship, Mergers & Acquisitions, Strategic Partnerships, Angel Investing, Management, Analytics, Business Intelligence, SaaS, Product Management, Cloud Computing, Mergers, Software Development, Enterprise Software, Sales Management, Private Placements, Venture Capital, Data Visualization, Consulting, Management Consulting, Joint Ventures, SEO, Agile Methodologies, Investment Banking, Mentoring
Education
University of Houston 1981 — 1986
BA
Hadley Creighton Hadley Creighton's Bear Stearns Experience March 2008 - April 2008
Job GWIM Analyst/Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2012 - Present
Merrill Lynch June 2011 - August 2011
Bear Stearns March 2008 - April 2008
UBS July 2006 - August 2006
Skills
Asset Management, Customer Service, Data Analysis, Event Planning, Facebook, Finance, Financial Services, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Sales, Salesforce.com, Social Media, Social Media Marketing, Social Networking, Wealth Management
Education
University of Colorado at Boulder 2008 — 2012
Economics
Foxcroft School 2004 — 2008
Merrill Lynch July 2012 - Present
Merrill Lynch June 2011 - August 2011
Bear Stearns March 2008 - April 2008
UBS July 2006 - August 2006
Skills
Asset Management, Customer Service, Data Analysis, Event Planning, Facebook, Finance, Financial Services, Marketing, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Public Speaking, Research, Sales, Salesforce.com, Social Media, Social Media Marketing, Social Networking, Wealth Management
Education
University of Colorado at Boulder 2008 — 2012
Economics
Foxcroft School 2004 — 2008
Chad Rogers Chad Rogers's Bear Stearns Experience 1992 - 1993
Job Real Estate Agent at Hilton and Hyland
Industry Real Estate
Experience
Hilton and Hyland September 2002 - Present
Bear Stearns 1992 - 1993
Education
University of Denver 1995 — 1999
Business, Business and Finance
Hilton and Hyland September 2002 - Present
Bear Stearns 1992 - 1993
Education
University of Denver 1995 — 1999
Business, Business and Finance
Adam Tooley Adam Tooley's Bear Stearns Experience 1995 - 1997
Job Fixed Income Trader at DuncanWilliams, Inc.
Industry Financial Services
Experience
Duncan-Williams, Inc. February 2008 - Present
Bonds.com Group, Inc. 2006 - 2008
Bear Stearns 1995 - 1997
Skills
Fixed Income, Trading, Capital Markets, Structured Products, Series 7, Series 63, Options, Securities, FX Options, Equities, Series 24, Investments, Financial Analysis, Risk Management, Bonds
Education
University of Florida 1989 — 1993
BA, English
Memphis University School
Duncan-Williams, Inc. February 2008 - Present
Bonds.com Group, Inc. 2006 - 2008
Bear Stearns 1995 - 1997
Skills
Fixed Income, Trading, Capital Markets, Structured Products, Series 7, Series 63, Options, Securities, FX Options, Equities, Series 24, Investments, Financial Analysis, Risk Management, Bonds
Education
University of Florida 1989 — 1993
BA, English
Memphis University School
Kristen Wiberg Kristen Wiberg's Bear Stearns Experience 1994 - 2001
Job Business Development and Account Management Executive; Financial Services
Industry Financial Services
Experience
Algomi April 2015 - Present
IMATCHATIVE INC. April 2014 - August 2014
S&P Capital IQ September 2009 - April 2014
Thomson Reuters May 2005 - September 2009
Phoenix Global Advisors, LLC August 2002 - December 2004
BrokerTec Futures September 2001 - August 2002
Bear Stearns 1994 - 2001
Credit Suisse (Formerly CS First Boston) 1992 - 1994
William Blair & Company 1991 - 1992
Ennis Knupp & Associates 1989 - 1991
Skills
Fixed Income, Equities, Financial Markets, ETFs, Trading, Bloomberg, Derivatives, Hedge Funds, Business Development, Portfolio Management, Electronic Trading, Strategic Planning, Team Management, Financial Services, Cross-functional Team..., Foreign Exchange, Market Data, Options, Investment Banking, Asset Management, Mutual Funds, Economics, Capital Markets, Commodity, Investments, Equity Research, Commodity Markets, Syndications, Investment Management, Proprietary Trading, Strategy, Alternative Investments, Relationship Management, Stakeholder Management, Stakeholder Engagement, Sales, Customer Relations
Education
University of Illinois at Chicago 1988 — 1991
BS, Finance and Marketing
University of Illinois at Urbana-Champaign 1986 — 1988
Bachelor of Science, Finance and Marketing
Richards 1982 — 1986
Algomi April 2015 - Present
IMATCHATIVE INC. April 2014 - August 2014
S&P Capital IQ September 2009 - April 2014
Thomson Reuters May 2005 - September 2009
Phoenix Global Advisors, LLC August 2002 - December 2004
BrokerTec Futures September 2001 - August 2002
Bear Stearns 1994 - 2001
Credit Suisse (Formerly CS First Boston) 1992 - 1994
William Blair & Company 1991 - 1992
Ennis Knupp & Associates 1989 - 1991
Skills
Fixed Income, Equities, Financial Markets, ETFs, Trading, Bloomberg, Derivatives, Hedge Funds, Business Development, Portfolio Management, Electronic Trading, Strategic Planning, Team Management, Financial Services, Cross-functional Team..., Foreign Exchange, Market Data, Options, Investment Banking, Asset Management, Mutual Funds, Economics, Capital Markets, Commodity, Investments, Equity Research, Commodity Markets, Syndications, Investment Management, Proprietary Trading, Strategy, Alternative Investments, Relationship Management, Stakeholder Management, Stakeholder Engagement, Sales, Customer Relations
Education
University of Illinois at Chicago 1988 — 1991
BS, Finance and Marketing
University of Illinois at Urbana-Champaign 1986 — 1988
Bachelor of Science, Finance and Marketing
Richards 1982 — 1986
Alex Schmitz, CFP® Alex Schmitz, CFP®'s Bear Stearns Experience May 2007 - June 2008
Job Director of Financial Planning at One Wealth Advisors
Industry Financial Services
Experience
One Wealth Advisors September 2015 - Present
J.P. Morgan June 2008 - August 2015
Bear Stearns May 2007 - June 2008
Schmitz & Associates May 2006 - May 2007
Morgan Stanley August 2005 - May 2006
Skills
Certified Financial..., Series 7, Series 63, Series 65, Bloomberg, Wealth Management, Mutual Funds, Portfolio Management, Holistic Financial..., Strategic Financial..., Investments, Asset Allocation, Management, Strategy, Equities, Finance, Investment Strategies, Asset Management, Financial Planning, Financial Modeling
Education
NYU School of Continuing and Professional Studies 2010 — 2011
Certified Financial Planning Program, Investments Retirement Planning Estate Planning Income Tax Planning Insurance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Finance, Business
The Branson School 1998 — 2002
H.S. Diploma, Various
One Wealth Advisors September 2015 - Present
J.P. Morgan June 2008 - August 2015
Bear Stearns May 2007 - June 2008
Schmitz & Associates May 2006 - May 2007
Morgan Stanley August 2005 - May 2006
Skills
Certified Financial..., Series 7, Series 63, Series 65, Bloomberg, Wealth Management, Mutual Funds, Portfolio Management, Holistic Financial..., Strategic Financial..., Investments, Asset Allocation, Management, Strategy, Equities, Finance, Investment Strategies, Asset Management, Financial Planning, Financial Modeling
Education
NYU School of Continuing and Professional Studies 2010 — 2011
Certified Financial Planning Program, Investments Retirement Planning Estate Planning Income Tax Planning Insurance
University of Colorado Boulder - Leeds School of Business 2002 — 2006
Finance, Business
The Branson School 1998 — 2002
H.S. Diploma, Various
Louis Portnoy Louis Portnoy's Bear Stearns Experience March 1988 - August 1992
Job Senior Vice President/ Branch Manager at Ziegler
Industry Financial Services
Experience
Ziegler September 2012 - Present
RBC Wealth Management July 2008 - August 2012
Oppenheimer & Co. May 1994 - July 2008
Kidder Peabody August 1992 - July 1994
Bear Stearns March 1988 - August 1992
Lehman Brothers August 1982 - March 1988
Education
University of Illinois at Chicago 1973 — 1975
Bachelor of Science (BS), Finance, General
University of Washington 1971 — 1973
Ziegler September 2012 - Present
RBC Wealth Management July 2008 - August 2012
Oppenheimer & Co. May 1994 - July 2008
Kidder Peabody August 1992 - July 1994
Bear Stearns March 1988 - August 1992
Lehman Brothers August 1982 - March 1988
Education
University of Illinois at Chicago 1973 — 1975
Bachelor of Science (BS), Finance, General
University of Washington 1971 — 1973
Sara Zimmardi's Bear Stearns Experience 1986 - 1987
Job Office Manger at Inogen
Industry Medical Devices
Experience
Inogen February 2013 - Present
HS Investments 2009 - 2013
American Business Interiors 1990 - 1995
Midland Bank PLC 1987 - 1990
Bear Stearns 1986 - 1987
Donaldson, Lufkin & Jenrette 1983 - 1986
Barneys New York 1982 - 1983
Skills
Sales, Customer Service, Property Management, New Business Development, Marketing, Home Staging, Recruiting
Education
University of Florida 1978 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Collin College
Certificate, Interior and Architectural Design
Inogen February 2013 - Present
HS Investments 2009 - 2013
American Business Interiors 1990 - 1995
Midland Bank PLC 1987 - 1990
Bear Stearns 1986 - 1987
Donaldson, Lufkin & Jenrette 1983 - 1986
Barneys New York 1982 - 1983
Skills
Sales, Customer Service, Property Management, New Business Development, Marketing, Home Staging, Recruiting
Education
University of Florida 1978 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Collin College
Certificate, Interior and Architectural Design
Samip Joshi's Bear Stearns Experience July 2007 - May 2008
Job Operations at Braintree
Industry Financial Services
Experience
Braintree November 2012 - Present
Robert W. Baird & Co. July 2010 - July 2012
Irving Place Capital (fka Bear Stearns Merchant Banking) May 2008 - June 2010
Bear Stearns July 2007 - May 2008
Mercer Investment Consulting June 2006 - August 2006
Skills
Valuation, Financial Modeling, Due Diligence, Acquisitions, Strategy, Restructuring, Reorganisation, Start-up Ventures, Equities
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (Dual Degree), Finance, Economics
University of Oxford 2005 — 2006
Undergrad, Economics
Braintree November 2012 - Present
Robert W. Baird & Co. July 2010 - July 2012
Irving Place Capital (fka Bear Stearns Merchant Banking) May 2008 - June 2010
Bear Stearns July 2007 - May 2008
Mercer Investment Consulting June 2006 - August 2006
Skills
Valuation, Financial Modeling, Due Diligence, Acquisitions, Strategy, Restructuring, Reorganisation, Start-up Ventures, Equities
Education
University of Illinois at Urbana-Champaign 2003 — 2007
Bachelor of Science (Dual Degree), Finance, Economics
University of Oxford 2005 — 2006
Undergrad, Economics
Ken Nicholas Ken Nicholas's Bear Stearns Experience July 1985 - June 2008
Job Partner, Senior Helpers of Northern Bergen County
Industry Individual & Family Services
Experience
SN Senior Care November 2012 - Present
Senior Helpers 2013 - 2013
Guggenheim Capital Markets August 2010 - May 2012
Bear Stearns July 1985 - June 2008
Skills
Bloomberg, Equities, Series 7, Securities, Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Equity Trading, Portfolio Management, Trading, Asset Managment, Equity Research, Series 63, Valuation, Trading Systems, Due Diligence, Investments
Education
University of Delaware 1981 — 1985
Finance
SN Senior Care November 2012 - Present
Senior Helpers 2013 - 2013
Guggenheim Capital Markets August 2010 - May 2012
Bear Stearns July 1985 - June 2008
Skills
Bloomberg, Equities, Series 7, Securities, Hedge Funds, Capital Markets, Fixed Income, Alternative Investments, Equity Trading, Portfolio Management, Trading, Asset Managment, Equity Research, Series 63, Valuation, Trading Systems, Due Diligence, Investments
Education
University of Delaware 1981 — 1985
Finance
Steven Honigsbaum Steven Honigsbaum's Bear Stearns Experience April 2006 - November 2007
Job Technical Writer at TIAACREF
Industry Writing and Editing
Experience
TIAA-CREF October 2013 - Present
TIAA-CREF October 2013 - Present
SXC Health Solutions April 2011 - December 2011
Albert Einstein College of Medicine February 2010 - March 2011
Guardian LIfe Insurance Company of America May 2008 - October 2009
AIG May 2008 - August 2008
Bear Stearns April 2006 - November 2007
Prentice Hall October 2005 - April 2006
Volt Information Sciences January 2005 - August 2005
Johnson & Johnson October 2004 - December 2004
Skills
White Papers, Standard Operating..., Proposal Writing, RFPs, Technical Writing, Documentation, Editing, Microsoft Office, Word, Excel, PowerPoint, Outlook, Marketing Communications, User Manuals, Mentoring, Training Manuals, Textbook Materials, Compliance Documents, Process Guides, Installation Guides, Forms Design, Operations Procedures, Checklists, Workflow Documents, System Documentation, Technical User Guides, Financial Services, Healthcare, Multi-Project Management, Software Documentation, Manuals, Project Management, Visio, Project Planning, SharePoint, Microsoft Word, Leadership, RFP, Technical Documentation, Guides, Technical Communication, Microsoft Excel, Documentations, SnagIt, Sop, DITA, Document Creation, Content Management, Adobe Acrobat, Management
Education
University of Iowa 1968 — 1971
BA, Journalism
Ulster County Community College (SUNY) 1965 — 1967
AA, Liberal Arts
Hunter Tannersville Central School 1953 — 1965
High School, General Studies
TIAA-CREF October 2013 - Present
TIAA-CREF October 2013 - Present
SXC Health Solutions April 2011 - December 2011
Albert Einstein College of Medicine February 2010 - March 2011
Guardian LIfe Insurance Company of America May 2008 - October 2009
AIG May 2008 - August 2008
Bear Stearns April 2006 - November 2007
Prentice Hall October 2005 - April 2006
Volt Information Sciences January 2005 - August 2005
Johnson & Johnson October 2004 - December 2004
Skills
White Papers, Standard Operating..., Proposal Writing, RFPs, Technical Writing, Documentation, Editing, Microsoft Office, Word, Excel, PowerPoint, Outlook, Marketing Communications, User Manuals, Mentoring, Training Manuals, Textbook Materials, Compliance Documents, Process Guides, Installation Guides, Forms Design, Operations Procedures, Checklists, Workflow Documents, System Documentation, Technical User Guides, Financial Services, Healthcare, Multi-Project Management, Software Documentation, Manuals, Project Management, Visio, Project Planning, SharePoint, Microsoft Word, Leadership, RFP, Technical Documentation, Guides, Technical Communication, Microsoft Excel, Documentations, SnagIt, Sop, DITA, Document Creation, Content Management, Adobe Acrobat, Management
Education
University of Iowa 1968 — 1971
BA, Journalism
Ulster County Community College (SUNY) 1965 — 1967
AA, Liberal Arts
Hunter Tannersville Central School 1953 — 1965
High School, General Studies
Stephan Zeppelin Stephan Zeppelin's Bear Stearns Experience 2000 - 2004
Job Director at Ringers Gloves
Industry Financial Services
Experience
Ringers Gloves March 2015 - Present
Global Energy Capital LLC September 2012 - Present
International Value Advisers 2010 - September 2012
Wexford Capital 2004 - 2009
Bear Stearns 2000 - 2004
Skills
Value Investing, Investments, Investment Management, Hedge Funds, Asset Management, Equities, Equity Research, Financial Modeling, Equity Valuation, Alternative Investments, Bloomberg, Valuation, Private Equity
Education
University of Colorado Boulder 1992 — 1997
Banking, Corporate, Finance, and Securities Law
University of Colorado at Boulder - Leeds School of Business 1992 — 1997
Finance
Ringers Gloves March 2015 - Present
Global Energy Capital LLC September 2012 - Present
International Value Advisers 2010 - September 2012
Wexford Capital 2004 - 2009
Bear Stearns 2000 - 2004
Skills
Value Investing, Investments, Investment Management, Hedge Funds, Asset Management, Equities, Equity Research, Financial Modeling, Equity Valuation, Alternative Investments, Bloomberg, Valuation, Private Equity
Education
University of Colorado Boulder 1992 — 1997
Banking, Corporate, Finance, and Securities Law
University of Colorado at Boulder - Leeds School of Business 1992 — 1997
Finance
Daniel Rice's Bear Stearns Experience May 2007 - August 2007
Job Application Sales at Oracle
Industry Information Technology and Services
Experience
Oracle October 2012 - Present
Hewlett-Packard November 2009 - October 2012
Hewlett-Packard August 2008 - October 2009
Bear Stearns May 2007 - August 2007
Skills
Public Speaking,..., Cloud Computing and..., VMware Certified, Account Management, Cloud Computing, Storage Area Networks, VMware, Virtualization, Storage, Data Center
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finance
Oracle October 2012 - Present
Hewlett-Packard November 2009 - October 2012
Hewlett-Packard August 2008 - October 2009
Bear Stearns May 2007 - August 2007
Skills
Public Speaking,..., Cloud Computing and..., VMware Certified, Account Management, Cloud Computing, Storage Area Networks, VMware, Virtualization, Storage, Data Center
Education
University of Georgia - Terry College of Business 2004 — 2008
BBA, Finance
Michael Eckton Michael Eckton's Bear Stearns Experience January 1985 - January 1989
Job CoFounder & Managing Partner Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC 2003 - Present
Bingham Legg Advisers January 1999 - January 2003
Bingham McCutchen January 1995 - January 1999
PaineWebber January 1992 - January 1995
Donaldson, Lufkin & Jenrette January 1989 - January 1992
Bear Stearns January 1985 - January 1989
Skills
Investments, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management, Equities, Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
University of Delaware 1981 — 1985
BS Business Administration, Financial Management; international business and economics
Crestwood Advisors LLC 2003 - Present
Bingham Legg Advisers January 1999 - January 2003
Bingham McCutchen January 1995 - January 1999
PaineWebber January 1992 - January 1995
Donaldson, Lufkin & Jenrette January 1989 - January 1992
Bear Stearns January 1985 - January 1989
Skills
Investments, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management, Equities, Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
University of Delaware 1981 — 1985
BS Business Administration, Financial Management; international business and economics
Peter Cooke Peter Cooke's Bear Stearns Experience August 1993 - August 2008
Job General Counsel, GE Corporate Treasury and Global Funding Operation
Industry Financial Services
Experience
GE October 2008 - Present
Bear Stearns August 1993 - August 2008
Slaughter and May September 1986 - August 1993
Skills
Funding, Securitization, Securities, Capital Markets, Structured Finance, Debt, Derivatives, Financial Institutions, Fixed Income, Structured Products, Cross-border...
Education
University of Leicester 1982 — 1985
Llb, Law
GE October 2008 - Present
Bear Stearns August 1993 - August 2008
Slaughter and May September 1986 - August 1993
Skills
Funding, Securitization, Securities, Capital Markets, Structured Finance, Debt, Derivatives, Financial Institutions, Fixed Income, Structured Products, Cross-border...
Education
University of Leicester 1982 — 1985
Llb, Law
Scott Hornick Scott Hornick's Bear Stearns Experience 2006 - 2008
Job Vice President, Regional Sales Manager at EverBank
Industry Financial Services
Experience
EverBank April 2013 - Present
CMG Financial November 2012 - April 2013
Dimont & Associates July 2009 - April 2012
Bear Stearns 2006 - 2008
GMAC-RFC 1998 - 2005
Aames 1996 - 1997
J.I. Kislak Mortgage LLC 1991 - 1995
Skills
Mortgage Banking, Mortgage Servicing, Mortgage Lending, Account Management, Loss Mitigation, Insurance, Portfolio Management, FHA, Finance, Loan Origination, REO, USDA, Default, Loans, Real Estate, Financial Services, Loan Servicing, Risk Management, Refinance, Sales, Foreclosures, Underwriting, Credit, Asset Managment
Education
University of Tampa 1983 — 1985
BS, Finance
University of Dayton 1981 — 1982
Finance
EverBank April 2013 - Present
CMG Financial November 2012 - April 2013
Dimont & Associates July 2009 - April 2012
Bear Stearns 2006 - 2008
GMAC-RFC 1998 - 2005
Aames 1996 - 1997
J.I. Kislak Mortgage LLC 1991 - 1995
Skills
Mortgage Banking, Mortgage Servicing, Mortgage Lending, Account Management, Loss Mitigation, Insurance, Portfolio Management, FHA, Finance, Loan Origination, REO, USDA, Default, Loans, Real Estate, Financial Services, Loan Servicing, Risk Management, Refinance, Sales, Foreclosures, Underwriting, Credit, Asset Managment
Education
University of Tampa 1983 — 1985
BS, Finance
University of Dayton 1981 — 1982
Finance
Shriraam Srinivasan Shriraam Srinivasan's Bear Stearns Experience 2004 - 2007
Job Director, Trading Application Development, Oppenheimer & Co. Inc.
Industry Information Technology and Services
Experience
Oppenheimer & Co. Inc. November 2014 - Present
Citi September 2013 - October 2014
Oppenheimer & Co. Inc. June 2007 - September 2013
Bear Stearns 2004 - 2007
HCL Technologies 2002 - 2004
Nextset 1998 - 2002
SICGIL January 1994 - June 1998
Skills
Java Enterprise Edition, Weblogic, Design Patterns, OOAD, UML, Enterprise Software, SDLC, Sybase, Enterprise Architecture, Spring, Distributed Systems, Java, EJB, SOA, REST, Databases, Architecture, Requirements Analysis, Oracle, Architectures, Agile Methodologies, Web Services
Education
University of Madras 1994 — 1998
Master of Computer Applications (M.C.A.), Computer Applications
University of Madras 1992 — 1994
Bachelor of Science (B.Sc.) Mathematics
Oppenheimer & Co. Inc. November 2014 - Present
Citi September 2013 - October 2014
Oppenheimer & Co. Inc. June 2007 - September 2013
Bear Stearns 2004 - 2007
HCL Technologies 2002 - 2004
Nextset 1998 - 2002
SICGIL January 1994 - June 1998
Skills
Java Enterprise Edition, Weblogic, Design Patterns, OOAD, UML, Enterprise Software, SDLC, Sybase, Enterprise Architecture, Spring, Distributed Systems, Java, EJB, SOA, REST, Databases, Architecture, Requirements Analysis, Oracle, Architectures, Agile Methodologies, Web Services
Education
University of Madras 1994 — 1998
Master of Computer Applications (M.C.A.), Computer Applications
University of Madras 1992 — 1994
Bachelor of Science (B.Sc.) Mathematics
Colin Allen, AIF® Colin Allen, AIF®'s Bear Stearns Experience February 2006 - March 2007
Job Regional Director Institutional Sales & Marketing Midwest at Natixis Global Asset Management
Industry Financial Services
Experience
Natixis Global Asset Management January 2013 - Present
Natixis Global Asset Management January 2012 - January 2013
Natixis Global Asset Management September 2007 - January 2012
Natixis Global Asset Management March 2007 - September 2007
Bear Stearns February 2006 - March 2007
The Cypress Group May 2005 - December 2005
Skills
Series 7, Series 63, AIF, Asset Management, Mutual Funds, Alternative Investments, Fixed Income, Asset Allocation
Education
University of Denver 2000 — 2004
BA, Journalism
Belmont Hill School 1995 — 2000
Natixis Global Asset Management January 2013 - Present
Natixis Global Asset Management January 2012 - January 2013
Natixis Global Asset Management September 2007 - January 2012
Natixis Global Asset Management March 2007 - September 2007
Bear Stearns February 2006 - March 2007
The Cypress Group May 2005 - December 2005
Skills
Series 7, Series 63, AIF, Asset Management, Mutual Funds, Alternative Investments, Fixed Income, Asset Allocation
Education
University of Denver 2000 — 2004
BA, Journalism
Belmont Hill School 1995 — 2000
Lawrence Sarn Lawrence Sarn's Bear Stearns Experience October 1985 - October 2005
Job Associate Director at CPEX Real Estate
Industry Financial Services
Experience
CPEX Real Estate February 2015 - Present
AXA Advisors February 2014 - September 2015
E.H. Smith Jacobs & Co., Inc. February 2008 - January 2014
Massey Knakal Realty Services January 2005 - February 2008
Bear Stearns October 1985 - October 2005
Skills
Investments, Trading, Strategy, Financial Markets, Financial Risk, Securities, Investment Management, Investment Strategies, Options, Financial Services, Proprietary Trading, Commercial Real Estate
Education
University of Hartford 1981 — 1985
Bachelor of Arts (B.A.), Communication and Media Studies
CPEX Real Estate February 2015 - Present
AXA Advisors February 2014 - September 2015
E.H. Smith Jacobs & Co., Inc. February 2008 - January 2014
Massey Knakal Realty Services January 2005 - February 2008
Bear Stearns October 1985 - October 2005
Skills
Investments, Trading, Strategy, Financial Markets, Financial Risk, Securities, Investment Management, Investment Strategies, Options, Financial Services, Proprietary Trading, Commercial Real Estate
Education
University of Hartford 1981 — 1985
Bachelor of Arts (B.A.), Communication and Media Studies
Jonathan Dieguez's Bear Stearns Experience November 2006 - March 2008
Job Founder & Chief Investment Strategist at Absolute Capital Trading, LLC
Industry Real Estate
Experience
Absolute Capital Homes, LLC May 2007 - Present
Absolute Capital Trading, LLC January 2007 - Present
Bear Stearns November 2006 - March 2008
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Absolute Capital Homes, LLC May 2007 - Present
Absolute Capital Trading, LLC January 2007 - Present
Bear Stearns November 2006 - March 2008
Education
University of Delaware - Lerner College of Business and Economics 2001 — 2005
Jeremy Burn's Bear Stearns Experience 2007 - 2008
Job Sales Development Representative at Confirmit
Industry Computer Software
Experience
Sprokerage 2012 - 2014
KOTRA 2010 - 2012
PrintbyPremier 2008 - 2010
Bear Stearns 2007 - 2008
Skills
Adobe Acrobat, Adobe Creative Suite, Business Analysis, Business Development, Business Strategy, CRM, Digital Marketing, Entrepreneurship, Microsoft Office, Sales Management, Team Building
Education
Birch Wathen LEnox
University of Maryland College Park
Bachelor's degree
Sprokerage 2012 - 2014
KOTRA 2010 - 2012
PrintbyPremier 2008 - 2010
Bear Stearns 2007 - 2008
Skills
Adobe Acrobat, Adobe Creative Suite, Business Analysis, Business Development, Business Strategy, CRM, Digital Marketing, Entrepreneurship, Microsoft Office, Sales Management, Team Building
Education
Birch Wathen LEnox
University of Maryland College Park
Bachelor's degree
David Greenman's Bear Stearns Experience May 2005 - March 2008
Job Managing Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2005 - Present
Bear Stearns May 2005 - March 2008
Citi October 1992 - May 2005
Skills
Asset Management, Portfolio Management, Investments, Equities, Alternative Investments, Strategic Planning
Education
University of Colorado at Boulder 1988 — 1992
Bachelor of Arts (B.A.), History
J.P. Morgan May 2005 - Present
Bear Stearns May 2005 - March 2008
Citi October 1992 - May 2005
Skills
Asset Management, Portfolio Management, Investments, Equities, Alternative Investments, Strategic Planning
Education
University of Colorado at Boulder 1988 — 1992
Bachelor of Arts (B.A.), History
Edward Rich's Bear Stearns Experience February 2001 - June 2003
Job
Industry Financial Services
Experience
Silver Rail Property Management, LLC June 2003 - September 2014
Available Spaces, LLC June 2003 - September 2014
Bear Stearns February 2001 - June 2003
JPMorgan Chase August 1994 - February 2001
The Chase Manhattan Bank January 1992 - August 1994
Union Carbide May 1990 - January 1992
Skills
Asset Managment, Accountants, Contractors, Trading, Financial Risk, Managerial Finance, Valuation, Financial Structuring, Private Equity, Investments, Real Estate Economics, Due Diligence, Capital Markets, Capital, Portfolio Management, Equities, Financial Modeling, Investor Relations, Investment Banking, Asset Allocation, Asset Management, Financial Services, Project Management, Bonds
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance & Economics
The University of Connecticut 1986 — 1990
BS, Chemical Engineering
Silver Rail Property Management, LLC June 2003 - September 2014
Available Spaces, LLC June 2003 - September 2014
Bear Stearns February 2001 - June 2003
JPMorgan Chase August 1994 - February 2001
The Chase Manhattan Bank January 1992 - August 1994
Union Carbide May 1990 - January 1992
Skills
Asset Managment, Accountants, Contractors, Trading, Financial Risk, Managerial Finance, Valuation, Financial Structuring, Private Equity, Investments, Real Estate Economics, Due Diligence, Capital Markets, Capital, Portfolio Management, Equities, Financial Modeling, Investor Relations, Investment Banking, Asset Allocation, Asset Management, Financial Services, Project Management, Bonds
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
MBA, Finance & Economics
The University of Connecticut 1986 — 1990
BS, Chemical Engineering
Alice Simonds's Bear Stearns Experience 2002 - 2004
Job Sales at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2005 - Present
Bear Stearns 2002 - 2004
Merrill Lynch 1998 - 2002
Education
University of Delaware 1992 — 1996
Madison High School
Credit Suisse July 2005 - Present
Bear Stearns 2002 - 2004
Merrill Lynch 1998 - 2002
Education
University of Delaware 1992 — 1996
Madison High School
Saskia Mallach's Bear Stearns Experience 2006 - 2007
Job
Industry Investment Management
Experience
Route One Inv. Co. (ROIC) 2010 - Present
Farallon Capital Management 2007 - 2010
Bear Stearns 2006 - 2007
Standard Pacific Capital 2003 - 2006
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Investments, Bloomberg, Due Diligence, Valuation, Trading, Securities
Education
University of San Francisco 1998 — 2000
BSBA
University of Denver - Daniels College of Business 1996 — 1998
Route One Inv. Co. (ROIC) 2010 - Present
Farallon Capital Management 2007 - 2010
Bear Stearns 2006 - 2007
Standard Pacific Capital 2003 - 2006
Skills
Hedge Funds, Asset Management, Alternative Investments, Equities, Investments, Bloomberg, Due Diligence, Valuation, Trading, Securities
Education
University of San Francisco 1998 — 2000
BSBA
University of Denver - Daniels College of Business 1996 — 1998
L Venkatraman's Bear Stearns Experience September 2004 - Present
Job Director at Bear Stearns
Industry Financial Services
Experience
Bear Stearns September 2004 - Present
Education
University of Madras 1982 — 1986
Bear Stearns September 2004 - Present
Education
University of Madras 1982 — 1986
Morgan Snyder's Bear Stearns Experience March 1986 - April 1988
Job Principal Consultant at Compton Advisors, LLC
Industry Financial Services
Experience
Compton Advisors, LLC September 2014 - Present
Radian May 2008 - August 2014
Natixis - North America August 2006 - December 2007
RiskSpan October 2004 - July 2006
Freddie Mac 1988 - 2004
Bear Stearns March 1986 - April 1988
Skills
Capital Markets, Credit Risk, Mortgage, Structured Finance, Valuation, Investments, Financial Risk, Credit Analysis, Mortgage Lending, Portfolio Management, Risk Management, Credit, Finance, Financial Services, Mergers & Acquisitions, Loss Mitigation, MBS, Management
Education
University of Delaware 1975 — 1980
BS, Finance
Compton Advisors, LLC September 2014 - Present
Radian May 2008 - August 2014
Natixis - North America August 2006 - December 2007
RiskSpan October 2004 - July 2006
Freddie Mac 1988 - 2004
Bear Stearns March 1986 - April 1988
Skills
Capital Markets, Credit Risk, Mortgage, Structured Finance, Valuation, Investments, Financial Risk, Credit Analysis, Mortgage Lending, Portfolio Management, Risk Management, Credit, Finance, Financial Services, Mergers & Acquisitions, Loss Mitigation, MBS, Management
Education
University of Delaware 1975 — 1980
BS, Finance
Eric Stein's Bear Stearns Experience 1996 - 2003
Job Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies June 2015 - Present
Montecito Advisors October 2008 - June 2015
H.C. Wainwright June 2006 - September 2008
Quintin June 2005 - May 2006
Charles Schwab Soundview Capital July 2003 - December 2004
Bear Stearns 1996 - 2003
Skills
Equities, Series 7, FINRA, Options, ETFs, Series 24, Series 63, Equity Trading, Securities, Trading, Hedge Funds, Electronic Trading, Trading Systems, Capital Markets, Bloomberg, Compliance, Supervisory Experience, OATS, Series 14, Series 4, Series 27, Series 55, Settlement, Back Office, Continuing Education, Accurate Record Keeping, Written Supervisory..., Broker-Dealer, Operations Management
Education
University of Pittsburgh 1993 — 1995
Bachelor of Arts (B.A.), Political Science and Government
University of Maryland College Park 1990 — 1993
West Morris Central 1986 — 1990
Jefferies June 2015 - Present
Montecito Advisors October 2008 - June 2015
H.C. Wainwright June 2006 - September 2008
Quintin June 2005 - May 2006
Charles Schwab Soundview Capital July 2003 - December 2004
Bear Stearns 1996 - 2003
Skills
Equities, Series 7, FINRA, Options, ETFs, Series 24, Series 63, Equity Trading, Securities, Trading, Hedge Funds, Electronic Trading, Trading Systems, Capital Markets, Bloomberg, Compliance, Supervisory Experience, OATS, Series 14, Series 4, Series 27, Series 55, Settlement, Back Office, Continuing Education, Accurate Record Keeping, Written Supervisory..., Broker-Dealer, Operations Management
Education
University of Pittsburgh 1993 — 1995
Bachelor of Arts (B.A.), Political Science and Government
University of Maryland College Park 1990 — 1993
West Morris Central 1986 — 1990
Jamie Cornehlsen's Bear Stearns Experience 1999 - 2000
Job Investment Advisor at Capstone Investment Financial Group
Industry Financial Services
Experience
Capstone Investment Financial Group March 2014 - Present
Fitter Financials November 2013 - Present
AUM In a Box January 2012 - Present
Dunn Warren Investment Advisors September 2001 - Present
EO Colorado June 2012 - June 2014
Bear Stearns 1999 - 2000
Soundview Financial 1995 - 1998
Skills
Investments, Alternative Investments, Investment Strategies, Asset Managment, Business Strategy, Portfolio Management, Investment Management, Mutual Funds, Private Equity, Wealth Management, Hedge Funds, Asset Allocation, Sales, Sales Operations, Direct Sales, Solution Selling, Solution Architecture, Marketing, Marketing Strategy, Strategic Financial..., Asset Management, Management, Start-ups, Mergers & Acquisitions, Finance, Small Business, Investment Advisory, Venture Capital, Financial Modeling, Financial Analysis, Financial Advisory, Retirement Planning, Equities, 401k, Financial Planning
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
MBA, Finance and Accounting
University of York 1993 — 1994
Econometrics, Politics Philosophy and Economics (PPE)
University of Colorado Boulder 1990 — 1993
Undergraduate, Economics
Capstone Investment Financial Group March 2014 - Present
Fitter Financials November 2013 - Present
AUM In a Box January 2012 - Present
Dunn Warren Investment Advisors September 2001 - Present
EO Colorado June 2012 - June 2014
Bear Stearns 1999 - 2000
Soundview Financial 1995 - 1998
Skills
Investments, Alternative Investments, Investment Strategies, Asset Managment, Business Strategy, Portfolio Management, Investment Management, Mutual Funds, Private Equity, Wealth Management, Hedge Funds, Asset Allocation, Sales, Sales Operations, Direct Sales, Solution Selling, Solution Architecture, Marketing, Marketing Strategy, Strategic Financial..., Asset Management, Management, Start-ups, Mergers & Acquisitions, Finance, Small Business, Investment Advisory, Venture Capital, Financial Modeling, Financial Analysis, Financial Advisory, Retirement Planning, Equities, 401k, Financial Planning
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1998 — 2000
MBA, Finance and Accounting
University of York 1993 — 1994
Econometrics, Politics Philosophy and Economics (PPE)
University of Colorado Boulder 1990 — 1993
Undergraduate, Economics
George Harnden's Bear Stearns Experience 2006 - 2007
Job Sr. Manager of Data Administration
Industry Real Estate
Experience
First American Title April 2008 - Present
Bear Stearns / EMC Mortgage Corporation December 2006 - August 2007
Bear Stearns 2006 - 2007
CPAmerica 2005 - 2006
WebMD Practice Services 2002 - 2005
Web MD Practice Services 2002 - 2005
BDO Seidman, LLP 1996 - 2001
Skills
SDLC, Business Analysis, IT Strategy, SharePoint, Vendor Management
Education
University of Florida 1987 — 1991
Bachelor of Science (BS), Accounting
First American Title April 2008 - Present
Bear Stearns / EMC Mortgage Corporation December 2006 - August 2007
Bear Stearns 2006 - 2007
CPAmerica 2005 - 2006
WebMD Practice Services 2002 - 2005
Web MD Practice Services 2002 - 2005
BDO Seidman, LLP 1996 - 2001
Skills
SDLC, Business Analysis, IT Strategy, SharePoint, Vendor Management
Education
University of Florida 1987 — 1991
Bachelor of Science (BS), Accounting
Deepak Swamy's Bear Stearns Experience May 2007 - June 2008
Job VP
Industry Investment Banking
Experience
JPM June 2008 - Present
Bear Stearns May 2007 - June 2008
Infosys (Bank of America contractor) 2002 - 2007
Planetasia.com Ltd July 2000 - July 2002
Education
University of Madras 1996 — 2000
BE, CSE
JPM June 2008 - Present
Bear Stearns May 2007 - June 2008
Infosys (Bank of America contractor) 2002 - 2007
Planetasia.com Ltd July 2000 - July 2002
Education
University of Madras 1996 — 2000
BE, CSE
Larry Mao's Bear Stearns Experience April 2005 - April 2007
Job Global Head of Derivatives Analytics, Credit Derivatives IT at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2007 - Present
Bear Stearns April 2005 - April 2007
Skills
Derivatives, Market Risk, Credit Derivatives, Equity Derivatives, Fixed Income, Quantitative Finance
Education
University of Connecticut 2004 — 2007
MBA, Finance
Credit Suisse April 2007 - Present
Bear Stearns April 2005 - April 2007
Skills
Derivatives, Market Risk, Credit Derivatives, Equity Derivatives, Fixed Income, Quantitative Finance
Education
University of Connecticut 2004 — 2007
MBA, Finance
Robert Hough's Bear Stearns Experience May 1998 - August 1999
Job Bank of New York Mellon, Bond Analytics
Industry Financial Services
Experience
BNY Mellon April 2015 - Present
Bank of New York January 2006 - Present
JPMorgan Chase Bank/Bank of New York Mellon January 2006 - August 2006
Global Securitization Services May 2005 - December 2005
JPMorgan Chase Bank February 2002 - December 2004
Goldman Sachs August 1999 - February 2002
Bear Stearns May 1998 - August 1999
Skills
Portfolio Management, Structured Finance, Securities, Bonds, Securitization, Investment Banking, Options, Trading, Analysis, Cash Management, Fixed Income, Bloomberg, Management, Treasury Management, Hedge Funds, Cash Flow
Education
University of Hartford
Bachelor of Arts, Psychology
BNY Mellon April 2015 - Present
Bank of New York January 2006 - Present
JPMorgan Chase Bank/Bank of New York Mellon January 2006 - August 2006
Global Securitization Services May 2005 - December 2005
JPMorgan Chase Bank February 2002 - December 2004
Goldman Sachs August 1999 - February 2002
Bear Stearns May 1998 - August 1999
Skills
Portfolio Management, Structured Finance, Securities, Bonds, Securitization, Investment Banking, Options, Trading, Analysis, Cash Management, Fixed Income, Bloomberg, Management, Treasury Management, Hedge Funds, Cash Flow
Education
University of Hartford
Bachelor of Arts, Psychology
Kinshuk Datta's Bear Stearns Experience 1996 - 1999
Job Implementation Manager at Charles River Development
Industry Financial Services
Experience
Charles River Development January 2014 - Present
ForwardThink Group December 2011 - December 2013
Knowledgent Group June 2011 - November 2011
SunGard Global Services November 2009 - June 2011
NorthStar Systems, Intl. August 2004 - November 2009
Goldman Sachs March 1999 - July 2004
Bear Stearns 1996 - 1999
NEC Systems Laboratory 1994 - 1996
Xerox Corp 1991 - 1994
Skills
UMA, Investments, Investment Management, Wealth Management, Financial Services, Capital Markets, Business Process Design, Process Improvement, Business Analysis, Program Management, Analysis, Portfolio Management, Strategic Financial..., SDLC, Management, Equities, Risk Management, Consulting, Software Project..., Vendor Management, Fixed Income, Trading, Integration
Education
University of Colorado Boulder 1987 — 1991
BA, Computer Applications & Math
Boulder High School 1982 — 1985
Charles River Development January 2014 - Present
ForwardThink Group December 2011 - December 2013
Knowledgent Group June 2011 - November 2011
SunGard Global Services November 2009 - June 2011
NorthStar Systems, Intl. August 2004 - November 2009
Goldman Sachs March 1999 - July 2004
Bear Stearns 1996 - 1999
NEC Systems Laboratory 1994 - 1996
Xerox Corp 1991 - 1994
Skills
UMA, Investments, Investment Management, Wealth Management, Financial Services, Capital Markets, Business Process Design, Process Improvement, Business Analysis, Program Management, Analysis, Portfolio Management, Strategic Financial..., SDLC, Management, Equities, Risk Management, Consulting, Software Project..., Vendor Management, Fixed Income, Trading, Integration
Education
University of Colorado Boulder 1987 — 1991
BA, Computer Applications & Math
Boulder High School 1982 — 1985
Lauren Hartenstein's Bear Stearns Experience 2002 - 2004
Job Manager, Human Resources at Olson Research Group
Industry Human Resources
Experience
Olson Research Group December 2013 - Present
BioClinica, Inc. (formerly CoreLab Partners, Inc/RadPharm) March 2004 - November 2013
Bear Stearns 2002 - 2004
Skills
Recruiting, Talent Acquisition, College Recruiting, Employee Benefits, Performance Management, Employee Relations, Interviews, Benefits Administration, Human Resources, Management, HR Policies, Talent Management, Vendor Management, Technical Recruiting, Applicant Tracking...
Education
University of Maryland - Robert H. Smith School of Business
Bachelors of Science, Human Resource Management/Communications
WWPHS
Olson Research Group December 2013 - Present
BioClinica, Inc. (formerly CoreLab Partners, Inc/RadPharm) March 2004 - November 2013
Bear Stearns 2002 - 2004
Skills
Recruiting, Talent Acquisition, College Recruiting, Employee Benefits, Performance Management, Employee Relations, Interviews, Benefits Administration, Human Resources, Management, HR Policies, Talent Management, Vendor Management, Technical Recruiting, Applicant Tracking...
Education
University of Maryland - Robert H. Smith School of Business
Bachelors of Science, Human Resource Management/Communications
WWPHS
Christopher CastellI's Bear Stearns Experience May 2002 - June 2008
Job Emerging Market Corporate Trader at Barclays
Industry Financial Services
Experience
Barclays February 2013 - Present
UBS September 2009 - November 2012
ICAP October 2008 - September 2009
Bear Stearns May 2002 - June 2008
Societe Generale September 2000 - May 2002
Education
The University of Connecticut 1996 — 2000
B.S. of Physics, Physics & Math
Barclays February 2013 - Present
UBS September 2009 - November 2012
ICAP October 2008 - September 2009
Bear Stearns May 2002 - June 2008
Societe Generale September 2000 - May 2002
Education
The University of Connecticut 1996 — 2000
B.S. of Physics, Physics & Math
Bryce Youngren's Bear Stearns Experience May 1994 - April 1996
Job Managing General Partner at Polaris Partners
Industry Venture Capital & Private Equity
Experience
Polaris Partners October 2002 - Present
Great Hill Partners April 1999 - September 2002
Willis Stein & Partners April 1996 - July 1997
Bear Stearns May 1994 - April 1996
George K. Baum & Company 1992 - 1994
Skills
Private Equity, Venture Capital, Investment Banking, Start-ups, Corporate Development, Entrepreneurship, Mergers & Acquisitions, Finance, Strategic Partnerships, Angel Investing, Mergers, Growth Capital, Due Diligence, Strategy, Valuation, Private Placements, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Private Equity
University of Illinois at Urbana-Champaign 1988 — 1992
1992, Economics
Polaris Partners October 2002 - Present
Great Hill Partners April 1999 - September 2002
Willis Stein & Partners April 1996 - July 1997
Bear Stearns May 1994 - April 1996
George K. Baum & Company 1992 - 1994
Skills
Private Equity, Venture Capital, Investment Banking, Start-ups, Corporate Development, Entrepreneurship, Mergers & Acquisitions, Finance, Strategic Partnerships, Angel Investing, Mergers, Growth Capital, Due Diligence, Strategy, Valuation, Private Placements, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Private Equity
University of Illinois at Urbana-Champaign 1988 — 1992
1992, Economics
Anne (Carlborg) Edwards's Bear Stearns Experience March 2001 - May 2004
Job Portfolio Analyst at Lehman Brothers
Industry Investment Management
Experience
Lehman Brothers Asset Management May 2006 - Present
Lehman Brothers May 2004 - May 2006
Bear Stearns March 2001 - May 2004
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Lehman Brothers Asset Management May 2006 - Present
Lehman Brothers May 2004 - May 2006
Bear Stearns March 2001 - May 2004
Education
University of Illinois at Urbana-Champaign 1995 — 2000
Brooks Hering's Bear Stearns Experience March 2006 - December 2006
Job Senior Sales Executive(High Profile Field) at Advent Software
Industry Financial Services
Experience
Advent Software January 2012 - Present
Advent Software February 2009 - January 2012
Lowes Commercial Properties July 2007 - October 2008
Bear Stearns March 2006 - December 2006
Lehman Brothers January 2004 - March 2006
Advent Software November 1998 - February 2002
Skills
SaaS, Asset Managment, Financial Services, Salesforce.com, Equities, Account Management, Solution Selling, Portfolio Management, Asset Management, Sales Process, Strategy, Wealth Management, Product Management, Securities, Vendor Management, Professional Services, New Business Development, Consulting, Management, Lead Generation, Series 7, Cloud Computing, Analytics, Investment Management, Direct Sales, Selling, Product Marketing, Cold Calling, Contract Negotiation, Start-ups, Relationship Management, Sales, Business Process..., CRM, Leadership, Business Development, Options, Cross-functional Team..., Alternative Investments, Strategic Partnerships, Investments, Fixed Income, Mutual Funds, Competitive Analysis, Executive Management, Entrepreneurship, Hedge Funds, Series 63, Business Strategy, Business Analysis
Education
University of Colorado Boulder 1988 — 1992
Advent Software January 2012 - Present
Advent Software February 2009 - January 2012
Lowes Commercial Properties July 2007 - October 2008
Bear Stearns March 2006 - December 2006
Lehman Brothers January 2004 - March 2006
Advent Software November 1998 - February 2002
Skills
SaaS, Asset Managment, Financial Services, Salesforce.com, Equities, Account Management, Solution Selling, Portfolio Management, Asset Management, Sales Process, Strategy, Wealth Management, Product Management, Securities, Vendor Management, Professional Services, New Business Development, Consulting, Management, Lead Generation, Series 7, Cloud Computing, Analytics, Investment Management, Direct Sales, Selling, Product Marketing, Cold Calling, Contract Negotiation, Start-ups, Relationship Management, Sales, Business Process..., CRM, Leadership, Business Development, Options, Cross-functional Team..., Alternative Investments, Strategic Partnerships, Investments, Fixed Income, Mutual Funds, Competitive Analysis, Executive Management, Entrepreneurship, Hedge Funds, Series 63, Business Strategy, Business Analysis
Education
University of Colorado Boulder 1988 — 1992
Kevin McCann, CAIA's Bear Stearns Experience 1998 - 2000
Job Vice President, Senior Operational Due Diligence Analyst / Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management October 2010 - Present
Citi September 2004 - March 2012
Goldman Sachs 2000 - 2004
Bear Stearns 1998 - 2000
Bankers Trust 1996 - 1998
Skills
Hedge Funds
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Clarkstown South High School 1987 — 1991
Merrill Lynch Wealth Management October 2010 - Present
Citi September 2004 - March 2012
Goldman Sachs 2000 - 2004
Bear Stearns 1998 - 2000
Bankers Trust 1996 - 1998
Skills
Hedge Funds
Education
University of Delaware - Lerner College of Business and Economics 1991 — 1995
Clarkstown South High School 1987 — 1991
Chris Stanfill's Bear Stearns Experience 2000 - 2001
Job Manager of Finance and Administration at PCL Construction
Industry Construction
Experience
PCL Construction October 2008 - Present
Westfield June 2007 - October 2008
Menemsha Development Group March 2003 - April 2007
Bear Stearns 2000 - 2001
Denver Grizzlies Professional Hockey Club 1994 - 1997
San Francisco Spiders 1995 - 1996
Skills
Budgets, Strategic Planning, Microsoft Excel, Financial Reporting, Financial Analysis, Finance, Accounting
Education
University of Colorado at Boulder 1988 — 1993
BS, Accounting
University of Colorado at Boulder 1988 — 1993
BA, Geology
PCL Construction October 2008 - Present
Westfield June 2007 - October 2008
Menemsha Development Group March 2003 - April 2007
Bear Stearns 2000 - 2001
Denver Grizzlies Professional Hockey Club 1994 - 1997
San Francisco Spiders 1995 - 1996
Skills
Budgets, Strategic Planning, Microsoft Excel, Financial Reporting, Financial Analysis, Finance, Accounting
Education
University of Colorado at Boulder 1988 — 1993
BS, Accounting
University of Colorado at Boulder 1988 — 1993
BA, Geology
Rick Eckoff's Bear Stearns Experience May 2006 - May 2008
Job Director Solutions Delivery at MetLife
Industry Information Technology and Services
Experience
MetLife June 2014 - Present
MetLife February 2012 - June 2014
MetLife June 2008 - February 2012
Bear Stearns May 2006 - May 2008
THOMSONREUTERS 2003 - 2006
Katharine Gibbs School May 2002 - May 2003
Predictive Systems July 2001 - May 2002
SourceMedia March 2001 - May 2001
Thomson Financial June 1993 - May 2001
Skills
Process Improvement, Financial Analysis, Forecasting, Financial Modeling, Risk Management, Financial Reporting, Strategic Financial..., Managerial Finance, Variance Analysis, Finance, Business Analysis, Budgets, Corporate Finance, Sarbanes-Oxley Act, Insurance, Internal Controls, Financial Accounting, Accounting, Mergers & Acquisitions, Due Diligence, Hyperion Enterprise, Financial Services, Acquisition Integration, Internal Audit, Auditing, US GAAP
Education
University of Dayton 1988 — 1993
Accounting
Detroit Catholic Central 1984 — 1988
MetLife June 2014 - Present
MetLife February 2012 - June 2014
MetLife June 2008 - February 2012
Bear Stearns May 2006 - May 2008
THOMSONREUTERS 2003 - 2006
Katharine Gibbs School May 2002 - May 2003
Predictive Systems July 2001 - May 2002
SourceMedia March 2001 - May 2001
Thomson Financial June 1993 - May 2001
Skills
Process Improvement, Financial Analysis, Forecasting, Financial Modeling, Risk Management, Financial Reporting, Strategic Financial..., Managerial Finance, Variance Analysis, Finance, Business Analysis, Budgets, Corporate Finance, Sarbanes-Oxley Act, Insurance, Internal Controls, Financial Accounting, Accounting, Mergers & Acquisitions, Due Diligence, Hyperion Enterprise, Financial Services, Acquisition Integration, Internal Audit, Auditing, US GAAP
Education
University of Dayton 1988 — 1993
Accounting
Detroit Catholic Central 1984 — 1988
Abram Yoshida's Bear Stearns Experience 1999 - 2009
Job Senior UI Engineer at Conde Nast Digital
Industry Publishing
Experience
Conde Nast Digital 2012 - Present
Gerson Lehrman Group 2011 - 2012
McGraw-Hill Higher Education 2010 - 2011
TD Ameritrade 2009 - 2010
Bear Stearns 1999 - 2009
Deutsche Bank 1997 - 1999
Skills
CSS, User Interface Design, Agile Methodologies, Information Architecture, JavaScript, User Experience, Python, jQuery, Digital Media, Mobile Applications, HTML 5, User Interface, Front-end, Web Development, Web Applications, Web Analytics
Education
University of Hawaii at Manoa 1977 — 1980
MFA, Painting
Conde Nast Digital 2012 - Present
Gerson Lehrman Group 2011 - 2012
McGraw-Hill Higher Education 2010 - 2011
TD Ameritrade 2009 - 2010
Bear Stearns 1999 - 2009
Deutsche Bank 1997 - 1999
Skills
CSS, User Interface Design, Agile Methodologies, Information Architecture, JavaScript, User Experience, Python, jQuery, Digital Media, Mobile Applications, HTML 5, User Interface, Front-end, Web Development, Web Applications, Web Analytics
Education
University of Hawaii at Manoa 1977 — 1980
MFA, Painting
Kevin Heneghan's Bear Stearns Experience June 2007 - December 2007
Job Loan Processor at 1st Advantage Mortgage
Industry Real Estate
Experience
1st Advantage Mortgage September 2015 - Present
The Federal Savings Bank May 2014 - September 2015
Guaranteed Rate August 2008 - May 2014
Bear Stearns June 2007 - December 2007
New Century Financial September 2003 - April 2007
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Refinance, FHA, Loans, First Time Home Buyers, Investment Properties, Management, Real Estate, Mortgage Underwriting, VA loans
Education
University of Illinois at Chicago
1st Advantage Mortgage September 2015 - Present
The Federal Savings Bank May 2014 - September 2015
Guaranteed Rate August 2008 - May 2014
Bear Stearns June 2007 - December 2007
New Century Financial September 2003 - April 2007
Skills
Mortgage Banking, Mortgage Lending, Residential Mortgages, Refinance, FHA, Loans, First Time Home Buyers, Investment Properties, Management, Real Estate, Mortgage Underwriting, VA loans
Education
University of Illinois at Chicago
Carol Kohlenberg's Bear Stearns Experience April 1995 - June 2008
Job Executive Director at JP Morgan
Industry Information Technology and Services
Lisa Hilleboe's Bear Stearns Experience 2007 - 2008
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2008 - Present
Bear Stearns 2007 - 2008
Walgreens 2002 - 2005
Education
University of Florida 1998 — 2002
J.P. Morgan June 2008 - Present
Bear Stearns 2007 - 2008
Walgreens 2002 - 2005
Education
University of Florida 1998 — 2002
Orasio Becerra's Bear Stearns Experience July 2006 - September 2008
Job at Guardian Capital
Industry Financial Services
Experience
Guardian Capital, LLC November 2013 - Present
Arch Bay Capital September 2008 - October 2013
Bear Stearns July 2006 - September 2008
LaSalle Bank Corp / ABN AMRO 2000 - 2006
LaSalle Bank 2000 - 2002
Skills
Financial Modeling, Capital Markets, Portfolio Management, Valuation, Asset Management, Finance, Investments, Risk Management, Fixed Income, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Finance, General
Guardian Capital, LLC November 2013 - Present
Arch Bay Capital September 2008 - October 2013
Bear Stearns July 2006 - September 2008
LaSalle Bank Corp / ABN AMRO 2000 - 2006
LaSalle Bank 2000 - 2002
Skills
Financial Modeling, Capital Markets, Portfolio Management, Valuation, Asset Management, Finance, Investments, Risk Management, Fixed Income, Securities
Education
University of Illinois at Urbana-Champaign - College of Business 1996 — 2000
BS, Finance, General
Jeanie Robins's Bear Stearns Experience October 2006 - May 2008
Job Manager, Gas Accounting at Sequent Energy Management
Industry Oil & Energy
Experience
Sequent Energy Management May 2012 - Present
NextEra Energy Resources June 2008 - January 2012
Bear Stearns October 2006 - May 2008
Duke Energy Corporation October 2005 - March 2006
Duke Energy Corporation - International Division May 2004 - October 2005
Duke Energy Corporation March 2001 - May 2004
Enron North America March 2000 - March 2001
Southern Company (currently know as Mirant) February 1995 - June 1999
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Sequent Energy Management May 2012 - Present
NextEra Energy Resources June 2008 - January 2012
Bear Stearns October 2006 - May 2008
Duke Energy Corporation October 2005 - March 2006
Duke Energy Corporation - International Division May 2004 - October 2005
Duke Energy Corporation March 2001 - May 2004
Enron North America March 2000 - March 2001
Southern Company (currently know as Mirant) February 1995 - June 1999
Education
University of Houston-Downtown
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Wendy Crane's Bear Stearns Experience April 2005 - June 2008
Job Vice President, Marketing & Corporate Communications at Rosenblatt Securities
Industry Financial Services
Experience
WJC Consulting December 2011 - Present
Rosenblatt Securities October 2008 - December 2011
Rosenblatt Securities June 2008 - October 2008
Bear Stearns April 2005 - June 2008
YES Network January 2003 - September 2004
WNYW-TV September 2001 - January 2003
WWOR-TV February 1994 - September 2001
Education
University of Maryland College Park
WJC Consulting December 2011 - Present
Rosenblatt Securities October 2008 - December 2011
Rosenblatt Securities June 2008 - October 2008
Bear Stearns April 2005 - June 2008
YES Network January 2003 - September 2004
WNYW-TV September 2001 - January 2003
WWOR-TV February 1994 - September 2001
Education
University of Maryland College Park
Bruce McCandless's Bear Stearns Experience September 1988 - March 2008
Job Geller & Co.
Industry Financial Services
Experience
Geller & Company April 2009 - Present
JPMorgan Chase April 2008 - March 2009
Bear Stearns September 1988 - March 2008
Manufacturers Hanover Trust March 1984 - September 1988
Skills
Fixed Income, Account Reconciliation, Budgets, Financial Modeling, Equities, Financial Analysis, Investment Banking, Capital Markets, Hedge Funds
Education
University of Delaware 1979 — 1983
BS, Economics
Liberty High School - Bethlehem PA 1976 — 1979
Geller & Company April 2009 - Present
JPMorgan Chase April 2008 - March 2009
Bear Stearns September 1988 - March 2008
Manufacturers Hanover Trust March 1984 - September 1988
Skills
Fixed Income, Account Reconciliation, Budgets, Financial Modeling, Equities, Financial Analysis, Investment Banking, Capital Markets, Hedge Funds
Education
University of Delaware 1979 — 1983
BS, Economics
Liberty High School - Bethlehem PA 1976 — 1979
Craig Rockel's Bear Stearns Experience July 1980 - July 2003
Job MedaPhor
Industry Medical Devices
Experience
MedaPhor May 2011 - Present
Kyoto Kagaku April 2006 - August 2011
Limbs and Things April 2003 - April 2006
Bear Stearns July 1980 - July 2003
Skills
Medical Devices, Product Development, Microsoft Office, Strategic Planning, Customer Relations, Team Building, Sales Management, Healthcare, Customer Service, New Business Development
Education
University of Illinois at Chicago 1979 — 1985
Bachelor of Science, Education
MedaPhor May 2011 - Present
Kyoto Kagaku April 2006 - August 2011
Limbs and Things April 2003 - April 2006
Bear Stearns July 1980 - July 2003
Skills
Medical Devices, Product Development, Microsoft Office, Strategic Planning, Customer Relations, Team Building, Sales Management, Healthcare, Customer Service, New Business Development
Education
University of Illinois at Chicago 1979 — 1985
Bachelor of Science, Education
Allan Joubert's Bear Stearns Experience February 2003 - March 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2008 - Present
Bear Stearns February 2003 - March 2008
Skills
Valuation, Asset Managment, Portfolio Management, Financial Modeling, Investment Banking, Series 7, Financial Analysis, Alternative Investments, Financial Reporting, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1988 — 1993
JP Morgan August 2008 - Present
Bear Stearns February 2003 - March 2008
Skills
Valuation, Asset Managment, Portfolio Management, Financial Modeling, Investment Banking, Series 7, Financial Analysis, Alternative Investments, Financial Reporting, Asset Allocation
Education
University of Illinois at Urbana-Champaign 1988 — 1993
Eric Hole's Bear Stearns Experience 2004 - 2006
Job Working on Feeding People Better
Industry Restaurants
Experience
Kitchensurfing October 2014 - Present
Open Listings October 2014 - Present
Bar Bouchee July 2013 - August 2014
Bar Bouchee August 2010 - July 2013
Union League Cafe February 2010 - July 2010
Aspen Restaurant June 2009 - January 2010
Rizzuto's July 2008 - June 2009
116 Crown November 2007 - June 2008
Bear Stearns 2004 - 2006
Skills
Food & Beverage, Restaurants, Catering, Hospitality Management, Financial Analysis, Microsoft Excel, Investments, Forecasting, Asset Management, Restaurant Management, Financial Modeling, Strategic Planning, Recipes, Chef, Wine, Hospitality, Culinary Skills, Food, Fine Dining, Cuisine, Banquets, Cooking, Menu Development, Hospitality Industry, Pre-opening
Education
University of Connecticut 2001 — 2004
BS, Economics and Math
Hopkins school 1995 — 1997
hamden hall 1985 — 1995
Kitchensurfing October 2014 - Present
Open Listings October 2014 - Present
Bar Bouchee July 2013 - August 2014
Bar Bouchee August 2010 - July 2013
Union League Cafe February 2010 - July 2010
Aspen Restaurant June 2009 - January 2010
Rizzuto's July 2008 - June 2009
116 Crown November 2007 - June 2008
Bear Stearns 2004 - 2006
Skills
Food & Beverage, Restaurants, Catering, Hospitality Management, Financial Analysis, Microsoft Excel, Investments, Forecasting, Asset Management, Restaurant Management, Financial Modeling, Strategic Planning, Recipes, Chef, Wine, Hospitality, Culinary Skills, Food, Fine Dining, Cuisine, Banquets, Cooking, Menu Development, Hospitality Industry, Pre-opening
Education
University of Connecticut 2001 — 2004
BS, Economics and Math
Hopkins school 1995 — 1997
hamden hall 1985 — 1995
Joseph Vernon's Bear Stearns Experience September 2005 - June 2008
Job Executive Director U.S. Product Manager/Prime Clearing Services
Industry Financial Services
Experience
Société Générale September 2010 - Present
JPMorgan 2005 - September 2010
Bear Stearns September 2005 - June 2008
NYFIX June 2000 - June 2005
Schroders December 1997 - May 2000
NatWest Markets April 1995 - December 1997
Bankers Trust Company March 1989 - August 1994
Skills
Capital Markets, Proprietary Trading, Equity Trading, FINRA, Equities, Electronic Trading, Financial Services, Prime Brokerage, Market Data, Equity Research, Risk Management, Securities, Investment Banking, Derivatives, Options, Financial Risk, Equity Derivatives, FX Options, Series 63, Valuation, Hedge Funds, Financial Markets, Bloomberg, Trading Systems, Business Analysis, Bonds, Series 24, Commodity, Order Management, Financial Modeling, Emerging Markets, Alternative Investments, ETFs, Series 7, Investments, Mutual Funds, Asset Management, Trading, Portfolio Management, Private Equity, Fixed Income
Education
University of Colorado at Boulder 1983 — 1987
Psychology
SEC Licenses
Société Générale September 2010 - Present
JPMorgan 2005 - September 2010
Bear Stearns September 2005 - June 2008
NYFIX June 2000 - June 2005
Schroders December 1997 - May 2000
NatWest Markets April 1995 - December 1997
Bankers Trust Company March 1989 - August 1994
Skills
Capital Markets, Proprietary Trading, Equity Trading, FINRA, Equities, Electronic Trading, Financial Services, Prime Brokerage, Market Data, Equity Research, Risk Management, Securities, Investment Banking, Derivatives, Options, Financial Risk, Equity Derivatives, FX Options, Series 63, Valuation, Hedge Funds, Financial Markets, Bloomberg, Trading Systems, Business Analysis, Bonds, Series 24, Commodity, Order Management, Financial Modeling, Emerging Markets, Alternative Investments, ETFs, Series 7, Investments, Mutual Funds, Asset Management, Trading, Portfolio Management, Private Equity, Fixed Income
Education
University of Colorado at Boulder 1983 — 1987
Psychology
SEC Licenses
Daniel Saltzman's Bear Stearns Experience June 2000 - August 2000
Job President at Arista
Industry Insurance
Experience
Arista Investors Corp October 2002 - Present
The Saltzman Group LLC October 2005 - Present
Bear Stearns June 2000 - August 2000
Skills
Term Life Insurance, Employee Benefits, Brokers, Dental, Disability Insurance, Insurance, Long Term Care, Group Benefits, Sales Management, Insurance Planning, Group Insurance, New Business Development, Property, Long-term Care, Life Insurance, Dentistry, Commercial Insurance
Education
NYU 2012 — 2012
Executive Education, Strategic Marketing Management
NYU- School of Continuing & Professional Studies 2010 — 2011
Advanced Certificate, Portfolio Management
POHS 2005 — 2005
insurance license, Property & Casualty
POHS 2003 — 2003
insurance license, Life, Accident & Health
University of Maryland College Park 1998 — 2002
Bachelor of Arts, Communications- Business
Arista Investors Corp October 2002 - Present
The Saltzman Group LLC October 2005 - Present
Bear Stearns June 2000 - August 2000
Skills
Term Life Insurance, Employee Benefits, Brokers, Dental, Disability Insurance, Insurance, Long Term Care, Group Benefits, Sales Management, Insurance Planning, Group Insurance, New Business Development, Property, Long-term Care, Life Insurance, Dentistry, Commercial Insurance
Education
NYU 2012 — 2012
Executive Education, Strategic Marketing Management
NYU- School of Continuing & Professional Studies 2010 — 2011
Advanced Certificate, Portfolio Management
POHS 2005 — 2005
insurance license, Property & Casualty
POHS 2003 — 2003
insurance license, Life, Accident & Health
University of Maryland College Park 1998 — 2002
Bachelor of Arts, Communications- Business
michael needleman's Bear Stearns Experience 1996 - 2000
Job PM at Fusion Analytics Investment Partners LLC/Preservation Asset Management
Industry Financial Services
Experience
Preservation Asset Management/Fusion January 2008 - December 2010
RidgeCrest Partners 2005 - 2008
Thomas Weisel Partners 2000 - 2005
bear stearns 1996 - 2000
Kidder Peabody 1992 - 1996
wollcott 1976 - 1977
Skills
Business Analysis, Project Management, Change Management, Project Delivery, Vendor Management, Risk Management, Fashion, Financial Modeling, Equities, Investment Banking, Hedge Funds, Valuation, Mergers & Acquisitions, Portfolio Management, Capital Markets, Asset Management, Financial Analysis
Education
University of Louisiana at Monroe 1976 — 1980
bba, Business Administration and Management, General
Preservation Asset Management/Fusion January 2008 - December 2010
RidgeCrest Partners 2005 - 2008
Thomas Weisel Partners 2000 - 2005
bear stearns 1996 - 2000
Kidder Peabody 1992 - 1996
wollcott 1976 - 1977
Skills
Business Analysis, Project Management, Change Management, Project Delivery, Vendor Management, Risk Management, Fashion, Financial Modeling, Equities, Investment Banking, Hedge Funds, Valuation, Mergers & Acquisitions, Portfolio Management, Capital Markets, Asset Management, Financial Analysis
Education
University of Louisiana at Monroe 1976 — 1980
bba, Business Administration and Management, General
Ryan Cech's Bear Stearns Experience July 2004 - June 2008
Job Vice President at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2008 - Present
Bear Stearns July 2004 - June 2008
Adams Street Partners August 2007 - March 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
B.S. in Finance
Moelis & Company June 2008 - Present
Bear Stearns July 2004 - June 2008
Adams Street Partners August 2007 - March 2008
Education
University of Illinois at Urbana-Champaign - College of Business 2000 — 2004
B.S. in Finance
Susan Hancock, AIF's Bear Stearns Experience 1998 - 2003
Job Managing Member of Bridger Capital Advisors,LLC
Industry Investment Management
Experience
Bridger Capital Advisors February 2013 - Present
RW Pressprich & co June 2010 - June 2011
Fieldstone Private Capital Group Ltd February 2009 - October 2010
HSH Nordbank 2006 - 2008
Bear Stearns 1998 - 2003
Skills
Financial Structuring
Education
University of Illinois at Urbana-Champaign
BA, Anthropology, Economics, Geology
Bridger Capital Advisors February 2013 - Present
RW Pressprich & co June 2010 - June 2011
Fieldstone Private Capital Group Ltd February 2009 - October 2010
HSH Nordbank 2006 - 2008
Bear Stearns 1998 - 2003
Skills
Financial Structuring
Education
University of Illinois at Urbana-Champaign
BA, Anthropology, Economics, Geology
Kristen Hayman- Flanagan's Bear Stearns Experience January 1997 - January 1998
Job Relationship Manager
Industry Financial Services
Experience
Boston Business Improvement District January 2009 - Present
FIX Protocol July 2010 - March 2011
Morgan Stanley Smith Barney August 2008 - November 2009
BMO Capital Markets 2002 - 2008
Merrill Lynch January 2000 - January 2002
Bainco International Advisors January 1999 - January 2000
Deutsche Bank January 1998 - January 1999
Bear Stearns January 1997 - January 1998
Skills
Series 7, Event Planning, Asset Management, Asset Managment, Finance, Financial Services, Community Outreach
Education
University of Delaware 1990 — 1994
Bachelor of Arts, Political Science
Boston Business Improvement District January 2009 - Present
FIX Protocol July 2010 - March 2011
Morgan Stanley Smith Barney August 2008 - November 2009
BMO Capital Markets 2002 - 2008
Merrill Lynch January 2000 - January 2002
Bainco International Advisors January 1999 - January 2000
Deutsche Bank January 1998 - January 1999
Bear Stearns January 1997 - January 1998
Skills
Series 7, Event Planning, Asset Management, Asset Managment, Finance, Financial Services, Community Outreach
Education
University of Delaware 1990 — 1994
Bachelor of Arts, Political Science
Elise Gilbert's Bear Stearns Experience 1994 - 1998
Job Freelance Event Manager at MTV Networks
Industry Events Services
Experience
MTV Networks January 2011 - January 2012
E-Tone Studio November 2004 - January 2010
MTV Networks January 2000 - February 2008
Showtime Networks 1998 - 2000
Bear Stearns 1994 - 1998
Skills
Entertainment, Production Managment, Event Planning, Social Media Marketing, Live Events, Sports Marketing, Corporate Events, Event Management, Sales, Sponsorship, Budgets, Sports, Film
Education
Kane School of Core Integration 2005 — 2006
Certified Pilates Instructor for Machines, Health and Wellness, General
University of Delaware 1986 — 1990
BS, Liberal Arts
MTV Networks January 2011 - January 2012
E-Tone Studio November 2004 - January 2010
MTV Networks January 2000 - February 2008
Showtime Networks 1998 - 2000
Bear Stearns 1994 - 1998
Skills
Entertainment, Production Managment, Event Planning, Social Media Marketing, Live Events, Sports Marketing, Corporate Events, Event Management, Sales, Sponsorship, Budgets, Sports, Film
Education
Kane School of Core Integration 2005 — 2006
Certified Pilates Instructor for Machines, Health and Wellness, General
University of Delaware 1986 — 1990
BS, Liberal Arts
Terry Digan's Bear Stearns Experience 2000 - 2005
Job Director of Institutional Sales at ALPS
Industry Financial Services
Experience
ALPS Director of Institutional SalesALPS Fund Services, Inc.2006 - Present
Bear Stearns 2000 - 2005
RMJ Securities May 1987 - August 1999
Skills
Asset Allocation, Series 7, Equities, Series 63, Financial Services, Alternative Investments, Strategic Financial..., Capital Markets, Bloomberg, Corporate Finance, Hedge Funds, Bonds, Finance, Trading, Due Diligence, Financial Advisory, Investment Management, Equity Research, Trading Systems, Valuation, Series 65, Institutional Sales, Retirement Planning, Wealth Management, Private Equity, Financial Analysis, Equity Trading, Investments, Series 24, Relationship Management, Portfolio Management, Sales, Electronic Trading, Investment Advisory, Derivatives, Options, Series 6, Mutual Funds, Investment Strategies, Securities, Financial Modeling, Fixed Income, Fund Of Funds, Salesforce.com, FINRA, ETFs, Asset Management, Uniform Combined State..., Risk Management, Financial Markets
Education
University of Delaware 1981 — 1981
Garden City High School 1978 — 1981
ALPS Director of Institutional SalesALPS Fund Services, Inc.2006 - Present
Bear Stearns 2000 - 2005
RMJ Securities May 1987 - August 1999
Skills
Asset Allocation, Series 7, Equities, Series 63, Financial Services, Alternative Investments, Strategic Financial..., Capital Markets, Bloomberg, Corporate Finance, Hedge Funds, Bonds, Finance, Trading, Due Diligence, Financial Advisory, Investment Management, Equity Research, Trading Systems, Valuation, Series 65, Institutional Sales, Retirement Planning, Wealth Management, Private Equity, Financial Analysis, Equity Trading, Investments, Series 24, Relationship Management, Portfolio Management, Sales, Electronic Trading, Investment Advisory, Derivatives, Options, Series 6, Mutual Funds, Investment Strategies, Securities, Financial Modeling, Fixed Income, Fund Of Funds, Salesforce.com, FINRA, ETFs, Asset Management, Uniform Combined State..., Risk Management, Financial Markets
Education
University of Delaware 1981 — 1981
Garden City High School 1978 — 1981
Charles Nichols's Bear Stearns Experience April 1988 - July 1989
Job Founder & Managing Partner, Nichols Asset Management, LLC
Industry Financial Services
Experience
Nichols Asset Management, LLC January 1992 - Present
Ektron 1999 - 2012
Prudential Securities August 1989 - October 1990
Bear Stearns April 1988 - July 1989
E.F. Hutton 1983 - 1988
Education
University of Denver 1973 — 1978
B.S.B.A., Economics & Finance
Kimball Union
Weston High School
Nichols Asset Management, LLC January 1992 - Present
Ektron 1999 - 2012
Prudential Securities August 1989 - October 1990
Bear Stearns April 1988 - July 1989
E.F. Hutton 1983 - 1988
Education
University of Denver 1973 — 1978
B.S.B.A., Economics & Finance
Kimball Union
Weston High School
Shailesh Bhatt's Bear Stearns Experience 1996 - 2006
Job Managing Director at Royal Bank of Canada
Industry Information Technology and Services
Experience
Royal Bank of Canada 2010 - Present
Diamond Lake Investment Group 2007 - 2008
Credit Suisse 2006 - 2007
Bear Stearns 1996 - 2006
Chemical Bank 1994 - 1996
Education
University of Louisiana at Lafayette 1985 — 1987
M.S., Computer Science
University of Mumbai 1981 — 1985
B.E., Mechanical Engineering
Royal Bank of Canada 2010 - Present
Diamond Lake Investment Group 2007 - 2008
Credit Suisse 2006 - 2007
Bear Stearns 1996 - 2006
Chemical Bank 1994 - 1996
Education
University of Louisiana at Lafayette 1985 — 1987
M.S., Computer Science
University of Mumbai 1981 — 1985
B.E., Mechanical Engineering
Alexei Dounaevski's Bear Stearns Experience November 2006 - June 2008
Job Senior Software Developer at Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs May 2008 - Present
Bear Stearns November 2006 - June 2008
Capital Wireless Information Net June 2005 - November 2006
Skills
Databases, SOA, Fixed Income, Sybase, SQL, SDLC, Java, Agile Methodologies, C#, C++, Distributed Systems, Unix, Object Oriented Design, Multithreading, Software Development, .NET, Trading Systems, Derivatives, Investment Banking, Electronic Trading, Hedge Funds, User Experience
Education
University of Maryland College Park 2001 — 2005
Bachelor, Computer Science
Goldman Sachs May 2008 - Present
Bear Stearns November 2006 - June 2008
Capital Wireless Information Net June 2005 - November 2006
Skills
Databases, SOA, Fixed Income, Sybase, SQL, SDLC, Java, Agile Methodologies, C#, C++, Distributed Systems, Unix, Object Oriented Design, Multithreading, Software Development, .NET, Trading Systems, Derivatives, Investment Banking, Electronic Trading, Hedge Funds, User Experience
Education
University of Maryland College Park 2001 — 2005
Bachelor, Computer Science
Bin Zhou's Bear Stearns Experience March 2007 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Barclays September 2009 - Present
Bear Stearns March 2007 - June 2008
Barclays Capital June 1996 - December 2006
Bankers Trust September 1994 - June 1996
Kansas State University September 1991 - September 1994
Skills
Options, Trading, Risk Management, Derivatives, Credit Derivatives, Market Risk, Interest Rate..., Fixed Income, Structured Products, Interest Rate Swaps, Financial Modeling, Securities Lending, Quantitative Analytics, Proprietary Trading, FX Options, Hedge Funds, Operational Risk, Equity Derivatives, Financial Engineering, Liquidity Management, Team Management, algorithm trading, Commodity Risk..., FX trading, Stress Testing, risk capital management, RWA, VAR, Scenario Analysis, Risk Control Policy, Global Regulatory...
Education
University of Pittsburgh 1985 — 1991
Ph.D, Physics
University of Kentucky 1984 — 1985
Physics
Wuhan University 1980 — 1984
Bachelor's degree, Physics
Barclays September 2009 - Present
Bear Stearns March 2007 - June 2008
Barclays Capital June 1996 - December 2006
Bankers Trust September 1994 - June 1996
Kansas State University September 1991 - September 1994
Skills
Options, Trading, Risk Management, Derivatives, Credit Derivatives, Market Risk, Interest Rate..., Fixed Income, Structured Products, Interest Rate Swaps, Financial Modeling, Securities Lending, Quantitative Analytics, Proprietary Trading, FX Options, Hedge Funds, Operational Risk, Equity Derivatives, Financial Engineering, Liquidity Management, Team Management, algorithm trading, Commodity Risk..., FX trading, Stress Testing, risk capital management, RWA, VAR, Scenario Analysis, Risk Control Policy, Global Regulatory...
Education
University of Pittsburgh 1985 — 1991
Ph.D, Physics
University of Kentucky 1984 — 1985
Physics
Wuhan University 1980 — 1984
Bachelor's degree, Physics
Graeme Chambers's Bear Stearns Experience 2002 - 2007
Job Mortgage Banking Consultant and Counsel
Industry Financial Services
Experience
Chambers LLP/Oz Partners LLC January 2012 - Present
ICAP January 2008 - August 2009
Bear Stearns 2002 - 2007
Shaw Pittman 1999 - 2002
Chambers Davidson 1988 - 2000
Donovan Leisure Newton & Irvine August 1984 - August 1988
Skills
Loans, Litigation, Real Estate Transactions, Commercial Lending, Investment Properties, Real Estate, Due Diligence
Education
Leeds University 1974 — 1977
Bachelor of Laws (LLB)
Chambers LLP/Oz Partners LLC January 2012 - Present
ICAP January 2008 - August 2009
Bear Stearns 2002 - 2007
Shaw Pittman 1999 - 2002
Chambers Davidson 1988 - 2000
Donovan Leisure Newton & Irvine August 1984 - August 1988
Skills
Loans, Litigation, Real Estate Transactions, Commercial Lending, Investment Properties, Real Estate, Due Diligence
Education
Leeds University 1974 — 1977
Bachelor of Laws (LLB)
Nagarajan T Seshadri's Bear Stearns Experience 2005 - 2009
Job Managing Principal at Capco
Industry Financial Services
Experience
Capco October 2013 - Present
Capco April 2011 - October 2013
IBM April 2010 - April 2011
Polaris Software Lab June 2001 - April 2010
POLARIS 2001 - 2010
Bear Stearns 2005 - 2009
polaris software lan 2003 - 2009
polaris software lab 2003 - 2009
Citicorp Overseas Software Ltd 2001 - 2002
Skills
Interest Rate..., Credit Derivatives, Calypso, Financial Markets, Fixed Income, Derivatives, Market Risk, Trading Systems, Capital Markets, Credit Risk, Investment Banking, FX Options, Equities, Back Office, Business Analysis, SDLC, Management, Risk Management, Financial Services, Consulting
Education
University of Hyderabad 1999 — 2001
mba, IT, HR, Finance
St Mary's college, hyderabad, india 1994 — 1996
Capco October 2013 - Present
Capco April 2011 - October 2013
IBM April 2010 - April 2011
Polaris Software Lab June 2001 - April 2010
POLARIS 2001 - 2010
Bear Stearns 2005 - 2009
polaris software lan 2003 - 2009
polaris software lab 2003 - 2009
Citicorp Overseas Software Ltd 2001 - 2002
Skills
Interest Rate..., Credit Derivatives, Calypso, Financial Markets, Fixed Income, Derivatives, Market Risk, Trading Systems, Capital Markets, Credit Risk, Investment Banking, FX Options, Equities, Back Office, Business Analysis, SDLC, Management, Risk Management, Financial Services, Consulting
Education
University of Hyderabad 1999 — 2001
mba, IT, HR, Finance
St Mary's college, hyderabad, india 1994 — 1996
Bill Hamilton's Bear Stearns Experience February 2005 - December 2006
Job Director North America Business Development
Industry Oil & Energy
Experience
SAP April 2010 - Present
Integrys Energy Services January 2007 - March 2010
Bear Stearns February 2005 - December 2006
Independent Consultant 2003 - 2005
Reliant Energy August 1999 - June 2002
Tractebel Energy and Marketing April 1997 - August 1999
Duke Energy Trading and Marketing June 1994 - October 1996
Coast Energy Group January 1992 - April 1994
Intera Inc. May 1985 - April 1991
KPMG June 1980 - May 1985
Skills
Energy, Commodities, Risk Management, Energy Trading, Renewable Energy, Compliance, Project Finance, Asset Management, Financial Modeling, Commodity Markets, Trading, Commodity, Asset Managment, Business Development, Management, Derivatives, Project Management
Education
University of Houston 1975 — 1980
BBA, Accounting
SAP April 2010 - Present
Integrys Energy Services January 2007 - March 2010
Bear Stearns February 2005 - December 2006
Independent Consultant 2003 - 2005
Reliant Energy August 1999 - June 2002
Tractebel Energy and Marketing April 1997 - August 1999
Duke Energy Trading and Marketing June 1994 - October 1996
Coast Energy Group January 1992 - April 1994
Intera Inc. May 1985 - April 1991
KPMG June 1980 - May 1985
Skills
Energy, Commodities, Risk Management, Energy Trading, Renewable Energy, Compliance, Project Finance, Asset Management, Financial Modeling, Commodity Markets, Trading, Commodity, Asset Managment, Business Development, Management, Derivatives, Project Management
Education
University of Houston 1975 — 1980
BBA, Accounting
Kyle Niblo's Bear Stearns Experience June 2007 - August 2007
Job Portfolio Analyst at BNY Mellon Wealth Management
Industry Financial Services
Experience
BNY Mellon Wealth Management October 2014 - Present
BGC Partners December 2011 - June 2014
Tullett Prebon July 2009 - December 2011
JP Morgan June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BA, Economics
Don Bosco Prep 2003 — 2005
BNY Mellon Wealth Management October 2014 - Present
BGC Partners December 2011 - June 2014
Tullett Prebon July 2009 - December 2011
JP Morgan June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Education
University of Delaware - Lerner College of Business and Economics 2005 — 2009
BA, Economics
Don Bosco Prep 2003 — 2005
Norman Reynolds's Bear Stearns Experience October 1998 - March 2008
Job Computer Professional
Industry Computer Software
Experience
Verizon Data Services October 2010 - November 2011
JP Morgan 2008 - 2009
JPMorgan Chase March 2008 - December 2008
Bear Stearns October 1998 - March 2008
Salomon Brothers May 1991 - October 1998
General Electric M&DSO May 1981 - May 1991
Skills
Architecture, Microsoft SQL Server, Requirements Analysis, Perl, Visio, Prime Brokerage, Virtualization, Enterprise Software, Fixed Income, Testing, Unix Shell Scripting, Database Design, Business Analysis, Integration, Networking, Risk Management, Programming, Hardware, SharePoint, VBA, Linux, Oracle, Trading Systems, Software Documentation, Data Warehousing, DB2, Systems Analysis, JCL, TSO, Solaris, Electronic Trading, Data Center, Autosys, Equities, Disaster Recovery, Active Directory, Enterprise Architecture, Windows Server, Software Installation, Databases, Software Project..., SDLC, Unix, Windows, SQL, MVS, NDM, Sybase, COBOL, XML
Education
University of Delaware 1978 — 1981
BS, Computer and Information Science
Verizon Data Services October 2010 - November 2011
JP Morgan 2008 - 2009
JPMorgan Chase March 2008 - December 2008
Bear Stearns October 1998 - March 2008
Salomon Brothers May 1991 - October 1998
General Electric M&DSO May 1981 - May 1991
Skills
Architecture, Microsoft SQL Server, Requirements Analysis, Perl, Visio, Prime Brokerage, Virtualization, Enterprise Software, Fixed Income, Testing, Unix Shell Scripting, Database Design, Business Analysis, Integration, Networking, Risk Management, Programming, Hardware, SharePoint, VBA, Linux, Oracle, Trading Systems, Software Documentation, Data Warehousing, DB2, Systems Analysis, JCL, TSO, Solaris, Electronic Trading, Data Center, Autosys, Equities, Disaster Recovery, Active Directory, Enterprise Architecture, Windows Server, Software Installation, Databases, Software Project..., SDLC, Unix, Windows, SQL, MVS, NDM, Sybase, COBOL, XML
Education
University of Delaware 1978 — 1981
BS, Computer and Information Science
Leah Martin's Bear Stearns Experience October 2005 - October 2006
Job IB Change Program / Project Manager at Credit Suisse Vice President
Industry Financial Services
Experience
Credit Suisse December 2012 - Present
Credit Suisse June 2010 - December 2012
Credit Suisse November 2006 - June 2010
Bear Stearns October 2005 - October 2006
The Lincoln Financial Group May 2005 - September 2005
Skills
Strategy, Project Management, Financial Analysis, Management, Analysis, Leadership, Strategic Planning, Risk Management, Investment Banking, Finance
Education
University of Connecticut 2001 — 2005
BA, Math /Actuarial Science and Economics
Credit Suisse December 2012 - Present
Credit Suisse June 2010 - December 2012
Credit Suisse November 2006 - June 2010
Bear Stearns October 2005 - October 2006
The Lincoln Financial Group May 2005 - September 2005
Skills
Strategy, Project Management, Financial Analysis, Management, Analysis, Leadership, Strategic Planning, Risk Management, Investment Banking, Finance
Education
University of Connecticut 2001 — 2005
BA, Math /Actuarial Science and Economics
Loran White's Bear Stearns Experience April 2006 - December 2007
Job Business Professional
Industry Financial Services
Experience
Morgan Stanley Wealth Management January 2008 - January 2015
Bear Stearns April 2006 - December 2007
Skills
Series 7, Asset Allocation, Series 66
Education
University of Colorado Boulder 1974 — 1979
Bachelor of Science, Business Administration
Morgan Stanley Wealth Management January 2008 - January 2015
Bear Stearns April 2006 - December 2007
Skills
Series 7, Asset Allocation, Series 66
Education
University of Colorado Boulder 1974 — 1979
Bachelor of Science, Business Administration
Linda Parsons's Bear Stearns Experience October 1992 - November 1995
Job Associate Professor at University of Alabama
Industry Higher Education
Experience
University of Alabama June 2007 - Present
Financial Accounting Standards Board February 2014 - Present
Tuscaloosa Neighbors Together October 2013 - Present
Forest Lake Neighborhood Association March 2009 - Present
ARNOVA November 2009 - November 2013
Journal of Accounting Education March 2012 - June 2013
Accounting Horizons 2010 - 2012
Government & Nonprofit Section, American Accounting Association August 2010 - August 2011
George Mason University July 2001 - May 2007
Bear Stearns October 1992 - November 1995
Skills
Higher Education, Accounting, Finance, Data Analysis, Financial Modeling, Risk Management, University Teaching, Process Improvement, College Teaching, Auditing, Financial Accounting, Microsoft Excel, Public Speaking, Financial Analysis, Microsoft Office, Financial Reporting
Education
University of Houston, C.T. Bauer College of Business 1996 — 2001
Ph.D., Accounting
University of Houston-Clear Lake 1982 — 1984
BS, Accounting
University of Alabama June 2007 - Present
Financial Accounting Standards Board February 2014 - Present
Tuscaloosa Neighbors Together October 2013 - Present
Forest Lake Neighborhood Association March 2009 - Present
ARNOVA November 2009 - November 2013
Journal of Accounting Education March 2012 - June 2013
Accounting Horizons 2010 - 2012
Government & Nonprofit Section, American Accounting Association August 2010 - August 2011
George Mason University July 2001 - May 2007
Bear Stearns October 1992 - November 1995
Skills
Higher Education, Accounting, Finance, Data Analysis, Financial Modeling, Risk Management, University Teaching, Process Improvement, College Teaching, Auditing, Financial Accounting, Microsoft Excel, Public Speaking, Financial Analysis, Microsoft Office, Financial Reporting
Education
University of Houston, C.T. Bauer College of Business 1996 — 2001
Ph.D., Accounting
University of Houston-Clear Lake 1982 — 1984
BS, Accounting
Peter Foseid's Bear Stearns Experience November 2004 - April 2008
Job Director at Visa
Industry Banking
Experience
Visa October 2011 - Present
JP Morgan November 2008 - September 2011
AIG April 2008 - October 2008
Bear Stearns November 2004 - April 2008
Sentinel Real Estate 2003 - 2004
Skills
Accounting, Fixed Income, Financial Modeling, Financial Analysis, Finance
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS, Finance and Accounting
Visa October 2011 - Present
JP Morgan November 2008 - September 2011
AIG April 2008 - October 2008
Bear Stearns November 2004 - April 2008
Sentinel Real Estate 2003 - 2004
Skills
Accounting, Fixed Income, Financial Modeling, Financial Analysis, Finance
Education
University of Colorado Boulder - Leeds School of Business 1999 — 2003
BS, Finance and Accounting
Greg Galloway's Bear Stearns Experience February 2007 - January 2008
Job Account Executive at International Workflow
Industry Financial Services
Experience
International Workflow October 2009 - Present
Bear Stearns February 2007 - January 2008
Education
University of Denver 1979 — 1982
bsba, finance
International Workflow October 2009 - Present
Bear Stearns February 2007 - January 2008
Education
University of Denver 1979 — 1982
bsba, finance
George Zranov's Bear Stearns Experience June 2005 - August 2005
Job Director RIA West Investment Specialst Group at MFS Investment Management
Industry Financial Services
Experience
MFS Investment Management May 2015 - Present
Pioneer Investments December 2007 - May 2015
Pioneer Investments January 2007 - June 2010
Thornburg Investment Management February 2007 - December 2007
OppenheimerFunds June 2006 - January 2007
Bear Stearns June 2005 - August 2005
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., Series 24, Series 6, Investments, Asset Managment, Series 65, ETFs, Investment Advisory, Investment Strategies, Wealth Management, Asset Management
Education
University of Colorado at Denver
Bachelor's Degree, Finance
MFS Investment Management May 2015 - Present
Pioneer Investments December 2007 - May 2015
Pioneer Investments January 2007 - June 2010
Thornburg Investment Management February 2007 - December 2007
OppenheimerFunds June 2006 - January 2007
Bear Stearns June 2005 - August 2005
Skills
Separately Managed..., Series 7, Mutual Funds, Series 63, Asset Allocation, Uniform Combined State..., Series 24, Series 6, Investments, Asset Managment, Series 65, ETFs, Investment Advisory, Investment Strategies, Wealth Management, Asset Management
Education
University of Colorado at Denver
Bachelor's Degree, Finance
Carl Rude's Bear Stearns Experience March 1999 - January 2002
Job Senior Account Executive at Metropolitan Life Insurance Company
Industry Insurance
Experience
Metropolitan Life Insurance Company February 2002 - Present
MetLife 2002 - Present
Bear Stearns March 1999 - January 2002
Skills
Account Management, Brokers, Cold Calling, Dentistry, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Life Insurance, New Business Development, Sales, Strategic Planning, Underwriting
Education
University of Florida 1987 — 1991
BA, English
Metropolitan Life Insurance Company February 2002 - Present
MetLife 2002 - Present
Bear Stearns March 1999 - January 2002
Skills
Account Management, Brokers, Cold Calling, Dentistry, Disability Insurance, Employee Benefits, Health Insurance, Insurance, Life Insurance, New Business Development, Sales, Strategic Planning, Underwriting
Education
University of Florida 1987 — 1991
BA, English
Proctor Robison's Bear Stearns Experience June 1999 - June 2008
Job Managing Director at Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial March 2009 - Present
Bear Stearns June 1999 - June 2008
Skills
Fixed Income, Series 7, Hedge Funds, Bloomberg, Trading, Bonds, Capital Markets, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Finance
Mesirow Financial March 2009 - Present
Bear Stearns June 1999 - June 2008
Skills
Fixed Income, Series 7, Hedge Funds, Bloomberg, Trading, Bonds, Capital Markets, Portfolio Management
Education
University of Illinois at Urbana-Champaign 1994 — 1998
BS, Finance
matthew zagon's Bear Stearns Experience August 1993 - December 1994
Job president at Lezarn Partners
Industry Venture Capital & Private Equity
Experience
Lezarn Partners LLC April 2005 - Present
Lezarn Partners April 2005 - Present
KSH INVESTMENT GROUP September 2001 - April 2003
Investec August 2000 - September 2001
GKN securities December 1994 - December 1998
Bear Stearns August 1993 - December 1994
Lehman Brothers February 1991 - June 1993
Education
University of Maryland College Park 1987 — 1990
BS, political science
Lezarn Partners LLC April 2005 - Present
Lezarn Partners April 2005 - Present
KSH INVESTMENT GROUP September 2001 - April 2003
Investec August 2000 - September 2001
GKN securities December 1994 - December 1998
Bear Stearns August 1993 - December 1994
Lehman Brothers February 1991 - June 1993
Education
University of Maryland College Park 1987 — 1990
BS, political science
Chris Tagatac's Bear Stearns Experience 1993 - 1997
Job Chief Marketing Officer at Green Science Partners LP
Industry Financial Services
Experience
Green Science Partners LP October 2009 - Present
Ekso Bionics 2012 - 2015
Alternative Energy Investing, LLC 2008 - 2009
Tagatac & Co. 2004 - 2008
Lehman Brothers 2002 - 2004
Morgan Stanley 1997 - 2002
Bear Stearns 1993 - 1997
Morgan Stanley 1990 - 1993
Skills
Hedge Funds, Business Development, Investments, Credit, Mutual Funds, Equities, Alternative Investments, Capital Markets
Education
University of Colorado Boulder 1984 — 1988
English, Economics
Green Science Partners LP October 2009 - Present
Ekso Bionics 2012 - 2015
Alternative Energy Investing, LLC 2008 - 2009
Tagatac & Co. 2004 - 2008
Lehman Brothers 2002 - 2004
Morgan Stanley 1997 - 2002
Bear Stearns 1993 - 1997
Morgan Stanley 1990 - 1993
Skills
Hedge Funds, Business Development, Investments, Credit, Mutual Funds, Equities, Alternative Investments, Capital Markets
Education
University of Colorado Boulder 1984 — 1988
English, Economics
Abe Skellenger's Bear Stearns Experience March 2008 - May 2008
Job Corporate Bond Trader at Private Firm
Industry Investment Management
Experience
Private Firm April 2012 - Present
Private firm January 2009 - April 2012
J.P. Morgan June 2008 - January 2009
Bear Stearns March 2008 - May 2008
Skills
Capital Markets
Education
University of Florida - Warrington College Of Business 2007 — 2008
MS, Finance
United States Military Academy at West Point 1998 — 2002
BS, Economics and Information Systems Engineering
Private Firm April 2012 - Present
Private firm January 2009 - April 2012
J.P. Morgan June 2008 - January 2009
Bear Stearns March 2008 - May 2008
Skills
Capital Markets
Education
University of Florida - Warrington College Of Business 2007 — 2008
MS, Finance
United States Military Academy at West Point 1998 — 2002
BS, Economics and Information Systems Engineering
Jeffrey Kincaid's Bear Stearns Experience May 2005 - June 2007
Job Head Member Attorney at Bison Legal LLC
Industry Law Practice
Experience
Bison Legal LLC October 2012 - Present
Law Offices of Donald G. Strole November 2009 - January 2012
Bear Stearns May 2005 - June 2007
Skills
Legal Research, Civil Litigation, Litigation, Westlaw, Courts, Corporate Law
Education
University of Kansas School of Law 2008 — 2011
Doctor of Law (J.D.), Tax Law/Taxation, Securities, Bankruptcy, Labor Relations
New York University - Leonard N. Stern School of Business 2003 — 2005
Bachelor of Science (BSc), Finance & Economics
University of Southern California 2001 — 2003
Transferred, Business and Cinema Television Production
Bison Legal LLC October 2012 - Present
Law Offices of Donald G. Strole November 2009 - January 2012
Bear Stearns May 2005 - June 2007
Skills
Legal Research, Civil Litigation, Litigation, Westlaw, Courts, Corporate Law
Education
University of Kansas School of Law 2008 — 2011
Doctor of Law (J.D.), Tax Law/Taxation, Securities, Bankruptcy, Labor Relations
New York University - Leonard N. Stern School of Business 2003 — 2005
Bachelor of Science (BSc), Finance & Economics
University of Southern California 2001 — 2003
Transferred, Business and Cinema Television Production
Monique Chateauneuf's Bear Stearns Experience 1985 - 1995
Job Executive Assistant at Bridgewell
Industry Nonprofit Organization Management
Experience
Bridgewell November 2014 - Present
New England Biolabs August 2014 - November 2014
Knightsbridge Advisers 2008 - December 2013
Barbara Lee Family Foundation 2005 - 2008
The Boston Athenaeum 1998 - 2005
Ipswich Partnership 1995 - 1998
Bear Stearns 1985 - 1995
Skills
Venture Capital, Fundraising, Administrative..., Investments, Event Management, Database Administration, Relationship Management
Education
The University of Connecticut 1980 — 1984
BA
Bedford College, University of London
Bridgewell November 2014 - Present
New England Biolabs August 2014 - November 2014
Knightsbridge Advisers 2008 - December 2013
Barbara Lee Family Foundation 2005 - 2008
The Boston Athenaeum 1998 - 2005
Ipswich Partnership 1995 - 1998
Bear Stearns 1985 - 1995
Skills
Venture Capital, Fundraising, Administrative..., Investments, Event Management, Database Administration, Relationship Management
Education
The University of Connecticut 1980 — 1984
BA
Bedford College, University of London
Thomas TJ Herlihy's Bear Stearns Experience 1990 - 1995
Job Senior V P Crude Oil at Spectron
Industry Financial Services
Experience
Spectron 1995 - 2012
Bear Stearns 1990 - 1995
Skills
Commodity, Trading, Derivatives, Energy Markets, Energy, Options, Risk Management, Commodity Markets, Technical Analysis, Natural Gas, FX Options, Hedging, Electronic Trading, Trading Systems, Financial Modeling, Capital Markets, Financial Structuring, Portfolio Management, Financial Markets, Equities, Hedge Funds, Swaps, Bloomberg, Asset Management, Trading Strategies, Proprietary Trading, FINRA, Alternative Investments, Investments, Commodity Risk..., Emerging Markets, Fixed Income, Volatility, Equity Derivatives, Brokerage, Market Making, Power Trading, Traders, Portfolio Optimization, Arbitrage, Managed Futures, Quantitative Analytics, Options Strategies, Investment Banking, Electricity Markets, Global Macro, Valuation, Renewable Energy, Carbon Markets, Financial Risk
Education
University of Maine 1979 — 1983
BSES, Environmental Studies
our lady of lourdes 1976 — 1979
St Joseph's
Spectron 1995 - 2012
Bear Stearns 1990 - 1995
Skills
Commodity, Trading, Derivatives, Energy Markets, Energy, Options, Risk Management, Commodity Markets, Technical Analysis, Natural Gas, FX Options, Hedging, Electronic Trading, Trading Systems, Financial Modeling, Capital Markets, Financial Structuring, Portfolio Management, Financial Markets, Equities, Hedge Funds, Swaps, Bloomberg, Asset Management, Trading Strategies, Proprietary Trading, FINRA, Alternative Investments, Investments, Commodity Risk..., Emerging Markets, Fixed Income, Volatility, Equity Derivatives, Brokerage, Market Making, Power Trading, Traders, Portfolio Optimization, Arbitrage, Managed Futures, Quantitative Analytics, Options Strategies, Investment Banking, Electricity Markets, Global Macro, Valuation, Renewable Energy, Carbon Markets, Financial Risk
Education
University of Maine 1979 — 1983
BSES, Environmental Studies
our lady of lourdes 1976 — 1979
St Joseph's
Nithya Venkatesh Brahmadesam's Bear Stearns Experience September 2000 - May 2008
Job Employee at US Bancorp
Industry Investment Banking
Experience
US Bank Corp February 2015 - Present
Calypso Technology October 2012 - December 2014
TD Securities March 2012 - September 2012
J.P. Morgan June 2008 - February 2012
Bear Stearns September 2000 - May 2008
Bear Stearns May 1998 - September 2000
Chase Manhattan Bank September 1997 - March 1998
SR Associates July 1996 - May 1997
Deutsche software 1995 - 1996
Skills
C++, Java, Visual C++, Equity Derivatives, Fixed Income, Calypso, Front Office, Middle Office, Options, Credit Derivatives, Multithreading, Ion trading, Electornic Trading, Trading, Equities, Interest Rate..., Trading Systems, Financial Risk, Derivatives, FX Options, Market Data, Electronic Trading, Investment Banking
Education
University of Madras 1992 — 1995
MCA, Computer Science
University of Madras 1989 — 1992
BS, Mathematics
Hindu Senior Secondary School, Madras
US Bank Corp February 2015 - Present
Calypso Technology October 2012 - December 2014
TD Securities March 2012 - September 2012
J.P. Morgan June 2008 - February 2012
Bear Stearns September 2000 - May 2008
Bear Stearns May 1998 - September 2000
Chase Manhattan Bank September 1997 - March 1998
SR Associates July 1996 - May 1997
Deutsche software 1995 - 1996
Skills
C++, Java, Visual C++, Equity Derivatives, Fixed Income, Calypso, Front Office, Middle Office, Options, Credit Derivatives, Multithreading, Ion trading, Electornic Trading, Trading, Equities, Interest Rate..., Trading Systems, Financial Risk, Derivatives, FX Options, Market Data, Electronic Trading, Investment Banking
Education
University of Madras 1992 — 1995
MCA, Computer Science
University of Madras 1989 — 1992
BS, Mathematics
Hindu Senior Secondary School, Madras
Rob Weinstein's Bear Stearns Experience July 2004 - June 2008
Job Managing Director Equities at FBN Securities Inc.
Industry Financial Services
Experience
FBN Securities Inc. January 2015 - Present
National Alliance Capital Markets November 2011 - January 2015
Dahlman Rose & Co. August 2010 - May 2011
Lighthouse Financial Group, LLC June 2008 - August 2010
Bear Stearns July 2004 - June 2008
Burlington Capital Markets April 2002 - July 2004
Instinet Corporation August 1992 - April 2002
Skills
Equities, Equity Trading, Hedge Funds, Trading, Series 7, Electronic Trading
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance, International Business
University of Florida 1980 — 1984
BS, Mathematics Educaton
FBN Securities Inc. January 2015 - Present
National Alliance Capital Markets November 2011 - January 2015
Dahlman Rose & Co. August 2010 - May 2011
Lighthouse Financial Group, LLC June 2008 - August 2010
Bear Stearns July 2004 - June 2008
Burlington Capital Markets April 2002 - July 2004
Instinet Corporation August 1992 - April 2002
Skills
Equities, Equity Trading, Hedge Funds, Trading, Series 7, Electronic Trading
Education
New York University - Leonard N. Stern School of Business 1991 — 1992
MBA, Finance, International Business
University of Florida 1980 — 1984
BS, Mathematics Educaton
Jamie Stoddard's Bear Stearns Experience January 2007 - June 2008
Job Equity Sales at Citi
Industry Financial Services
Experience
Citi June 2008 - Present
Bear Stearns January 2007 - June 2008
Skills
Equities, Series 7, Series 63, Bloomberg, Capital Markets, Hedge Funds, Fixed Income, Financial Markets, Derivatives, Equity Trading, Investment Banking, Trading, Securities, Equity Research, Wealth Management, Investments, Equity Derivatives, Alternative Investments, Valuation, Mutual Funds
Education
Mary Washington College 2001 — 2005
Bachelor of Arts (BA), English Language and Literature, General
Citi June 2008 - Present
Bear Stearns January 2007 - June 2008
Skills
Equities, Series 7, Series 63, Bloomberg, Capital Markets, Hedge Funds, Fixed Income, Financial Markets, Derivatives, Equity Trading, Investment Banking, Trading, Securities, Equity Research, Wealth Management, Investments, Equity Derivatives, Alternative Investments, Valuation, Mutual Funds
Education
Mary Washington College 2001 — 2005
Bachelor of Arts (BA), English Language and Literature, General
David A. Atallah's Bear Stearns Experience April 1994 - March 2008
Job Director / Credit Suisse Securities (USA) LLC
Industry Banking
Experience
Credit Suisse March 2008 - Present
Bear Stearns April 1994 - March 2008
G. D. Searle Pharmaceuticals January 1990 - April 1994
Education
University of Maine 1980 — 1985
BA, Zoology
Credit Suisse March 2008 - Present
Bear Stearns April 1994 - March 2008
G. D. Searle Pharmaceuticals January 1990 - April 1994
Education
University of Maine 1980 — 1985
BA, Zoology
Carly Ulman, MEd's Bear Stearns Experience 2004 - 2006
Job Owner of C B Me Construction Management
Industry Construction
Experience
Dirty Dog DIY Wash July 2013 - Present
John J. Ulman Construction Management January 2013 - July 2013
Santa Barbara Business College March 2011 - May 2012
Kern High School District 2009 - 2010
Panama Buena Vista Union School District November 2007 - June 2008
Variance Reduction International, Inc December 2006 - October 2007
Bear Stearns 2004 - 2006
BNP Paribas 2002 - 2004
Sithe Energies 2001 - 2002
J. Ulman Construction Management September 1999 - June 2001
Skills
Teaching, Higher Education, Public Speaking, Career Counseling, Research, Curriculum Development, Microsoft Office, Distance Learning, PowerPoint, Adult Education, Data Analysis, Fundraising, Community Outreach, Microsoft Word, Event Planning, Staff Development, Curriculum Design, Nonprofits, Social Networking, Strategic Planning, Microsoft Excel, Student Development, Budgets, Social Media Marketing, Access, Marketing Strategy, Event Management, College Teaching, Critical Thinking, Advertising, Business Strategy, Online Marketing, Tutoring, Marketing
Education
University of La Verne 2008 — 2012
Masters, Education-Special Emphasis
Bernard M. Baruch College, CUNY 2004 — 2007
BBA, Finance and Investments
Dirty Dog DIY Wash July 2013 - Present
John J. Ulman Construction Management January 2013 - July 2013
Santa Barbara Business College March 2011 - May 2012
Kern High School District 2009 - 2010
Panama Buena Vista Union School District November 2007 - June 2008
Variance Reduction International, Inc December 2006 - October 2007
Bear Stearns 2004 - 2006
BNP Paribas 2002 - 2004
Sithe Energies 2001 - 2002
J. Ulman Construction Management September 1999 - June 2001
Skills
Teaching, Higher Education, Public Speaking, Career Counseling, Research, Curriculum Development, Microsoft Office, Distance Learning, PowerPoint, Adult Education, Data Analysis, Fundraising, Community Outreach, Microsoft Word, Event Planning, Staff Development, Curriculum Design, Nonprofits, Social Networking, Strategic Planning, Microsoft Excel, Student Development, Budgets, Social Media Marketing, Access, Marketing Strategy, Event Management, College Teaching, Critical Thinking, Advertising, Business Strategy, Online Marketing, Tutoring, Marketing
Education
University of La Verne 2008 — 2012
Masters, Education-Special Emphasis
Bernard M. Baruch College, CUNY 2004 — 2007
BBA, Finance and Investments
Nathan Gale's Bear Stearns Experience October 2006 - June 2008
Job Vice President, Global Technology, JPMorgan Chase
Industry Information Technology and Services
Experience
JP Morgan Chase June 2008 - Present
Bear Stearns October 2006 - June 2008
Lloyds TSB June 2000 - October 2006
Education
University of Hertfordshire 1996 — 2000
BA (hons) Business Studies, Business Administration and Management, General, 2:1
JP Morgan Chase June 2008 - Present
Bear Stearns October 2006 - June 2008
Lloyds TSB June 2000 - October 2006
Education
University of Hertfordshire 1996 — 2000
BA (hons) Business Studies, Business Administration and Management, General, 2:1
Jason Bernzweig's Bear Stearns Experience February 2003 - August 2005
Job Portfolio Manager, Managing Member at Zelman Capital
Industry Investment Management
Experience
Zelman Capital July 2011 - Present
Weismann Capital May 2009 - June 2011
Sun Capital Partners March 2006 - March 2009
George Weiss Associates August 2005 - March 2006
Bear Stearns February 2003 - August 2005
Credit Suisse January 1998 - November 2001
General Electric Company January 1996 - January 1998
Education
University of Maryland College Park
Bachelor, Finance & Accouniting
Zelman Capital July 2011 - Present
Weismann Capital May 2009 - June 2011
Sun Capital Partners March 2006 - March 2009
George Weiss Associates August 2005 - March 2006
Bear Stearns February 2003 - August 2005
Credit Suisse January 1998 - November 2001
General Electric Company January 1996 - January 1998
Education
University of Maryland College Park
Bachelor, Finance & Accouniting
Deborah Sturgis's Bear Stearns Experience March 1976 - September 1977
Job owner at Deborah T. Sturgis, Inc.
Industry
Experience
Deborah T. Sturgis, Inc. June 2000 - Present
Traer and Co. Ltd. September 1975 - January 1981
Lands' End September 1977 - June 1980
Bear Stearns March 1976 - September 1977
Denver Dry Goods January 1972 - February 1974
Skills
Apparel, Retail, Outerwear
Education
University of Denver
BA
Deborah T. Sturgis, Inc. June 2000 - Present
Traer and Co. Ltd. September 1975 - January 1981
Lands' End September 1977 - June 1980
Bear Stearns March 1976 - September 1977
Denver Dry Goods January 1972 - February 1974
Skills
Apparel, Retail, Outerwear
Education
University of Denver
BA
Andrew Silverstein's Bear Stearns Experience April 2000 - December 2008
Job Network Manager Cash at HSBC
Industry Financial Services
Bonnie Tripton's Bear Stearns Experience September 2002 - October 2004
Job Real Estate Broker at @properties
Industry Real Estate
Experience
@properties February 2010 - Present
Mid-America Real Estate March 2005 - February 2010
Bear Stearns September 2002 - October 2004
Education
University of Colorado Boulder 1998 — 2002
BA, Finance
University of Colorado at Boulder - Leeds School of Business 1998 — 2002
BA, Finance
@properties February 2010 - Present
Mid-America Real Estate March 2005 - February 2010
Bear Stearns September 2002 - October 2004
Education
University of Colorado Boulder 1998 — 2002
BA, Finance
University of Colorado at Boulder - Leeds School of Business 1998 — 2002
BA, Finance
Stephen Maass's Bear Stearns Experience May 1994 - May 2008
Job Futures Market Analyst at Hartfield Trading Partners
Industry Research
Experience
Hartfield Trading Partners March 2010 - Present
J.P. Morgan June 2008 - December 2008
Bear Stearns May 1994 - May 2008
Skills
Commodity Markets, Commodity, Trading
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (BS), Finance
Hartfield Trading Partners March 2010 - Present
J.P. Morgan June 2008 - December 2008
Bear Stearns May 1994 - May 2008
Skills
Commodity Markets, Commodity, Trading
Education
University of Illinois at Urbana-Champaign 1982 — 1986
Bachelor of Science (BS), Finance
Charles Rudnick's Bear Stearns Experience October 1994 - October 2000
Job Director at Deutsche Bank Securities
Industry
Experience
Deutsche Bank Securities May 2012 - Present
Credit Suisse May 2007 - May 2012
Lehman Brothers October 2000 - May 2007
Bear Stearns October 1994 - October 2000
Education
University of Connecticut 1974 — 1978
Bachelor’s Degree
Deutsche Bank Securities May 2012 - Present
Credit Suisse May 2007 - May 2012
Lehman Brothers October 2000 - May 2007
Bear Stearns October 1994 - October 2000
Education
University of Connecticut 1974 — 1978
Bachelor’s Degree
Dean Dolan's Bear Stearns Experience 1991 - 1998
Job Writer
Industry Writing and Editing
Experience
Self-employed 2000 - Present
Bear Stearns 1991 - 1998
Lehman Bros. 1981 - 1990
Skills
Writing, Financial Markets, Market Research, Graphic Design
Education
College of St. Thomas
B.A., English Language and Literature, General
University of Iowa
Master of Fine Arts (MFA), Theatre
Self-employed 2000 - Present
Bear Stearns 1991 - 1998
Lehman Bros. 1981 - 1990
Skills
Writing, Financial Markets, Market Research, Graphic Design
Education
College of St. Thomas
B.A., English Language and Literature, General
University of Iowa
Master of Fine Arts (MFA), Theatre
Jansen Stamps's Bear Stearns Experience April 1995 - May 2008
Job HEDGE FUND GENERAL PARTNER
Industry Financial Services
Experience
, January 2000 - Present
J.P. Morgan May 2008 - November 2013
BEAR STEARNS April 1995 - May 2008
Credit Suisse November 1986 - April 1995
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Florida 1977 — 1980
BSBA, Finance, General
, January 2000 - Present
J.P. Morgan May 2008 - November 2013
BEAR STEARNS April 1995 - May 2008
Credit Suisse November 1986 - April 1995
Education
University of Pennsylvania - The Wharton School 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of Florida 1977 — 1980
BSBA, Finance, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS