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
Matt Maley, CIMA®, PMP Matt Maley, CIMA®, PMP's Bear Stearns Experience June 2005 - February 2008
Job Senior Manager at EY, FSO Advisory Services, Wealth and Asset Management
Industry Financial Services
Experience
EY May 2015 - Present
Albridge, an Affiliate of Pershing August 2010 - May 2015
OppenheimerFunds / OFI Private Investments February 2008 - May 2010
Bear Stearns June 2005 - February 2008
Bank of America April 2001 - June 2005
Banc of America Securities April 2000 - April 2001
TD Ameritrade August 1993 - April 2000
Skills
Financial Services, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Asset Management, Management, Financial Advisory, Asset Allocation, Trading Systems, Process Improvement, Risk Management, Alternative Investments, Relationship Management, Banking, Program Management, Vendor Management, CRM, Equities, Series 63, Asset Managment, ETFs, Wealth Management, Capital Markets, Investment Management, Securities, Fixed Income, Trading, Separately Managed..., Performance Reporting, Product Management, Sales, FINRA, Leadership, Series 7, Fund Of Funds, Managed Accounts, Implementation, UMA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst℠ program, CIMA®
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
EY May 2015 - Present
Albridge, an Affiliate of Pershing August 2010 - May 2015
OppenheimerFunds / OFI Private Investments February 2008 - May 2010
Bear Stearns June 2005 - February 2008
Bank of America April 2001 - June 2005
Banc of America Securities April 2000 - April 2001
TD Ameritrade August 1993 - April 2000
Skills
Financial Services, Mutual Funds, Portfolio Management, Hedge Funds, Investments, Asset Management, Management, Financial Advisory, Asset Allocation, Trading Systems, Process Improvement, Risk Management, Alternative Investments, Relationship Management, Banking, Program Management, Vendor Management, CRM, Equities, Series 63, Asset Managment, ETFs, Wealth Management, Capital Markets, Investment Management, Securities, Fixed Income, Trading, Separately Managed..., Performance Reporting, Product Management, Sales, FINRA, Leadership, Series 7, Fund Of Funds, Managed Accounts, Implementation, UMA
Education
University of Pennsylvania - The Wharton School
Certified Investment Management Analyst℠ program, CIMA®
University of Massachusetts, Amherst 1987 — 1991
BA, Economics
Warren Cohen Warren Cohen's Bear Stearns Experience May 2005 - March 2008
Job Managing Principal / Founder at Clearfront Advisory, LLC
Industry Financial Services
Experience
Clearfront Advisory October 2012 - Present
JP Morgan Securities May 2005 - October 2012
Bear Stearns May 2005 - March 2008
Salomon Smith Barney April 1999 - May 2005
Education
University of Michigan 1981 — 1985
BA, History
The Dalton School 1972 — 1981
Clearfront Advisory October 2012 - Present
JP Morgan Securities May 2005 - October 2012
Bear Stearns May 2005 - March 2008
Salomon Smith Barney April 1999 - May 2005
Education
University of Michigan 1981 — 1985
BA, History
The Dalton School 1972 — 1981
Marilyn J. Freedman Marilyn J. Freedman's Bear Stearns Experience 1983 - 1988
Job Realtor Coldwell Banker Westwood & Commercial Broker CBC Worldwide
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage & Coldwell Banker Commercial Worldwide March 2013 - Present
Westwood Historical Society March 2013 - Present
Town of Westwood Historical Commission March 2013 - Present
Quincy Cass Associates, Inc February 2012 - November 2012
Oppenheimer & Co., Inc April 2005 - February 2012
Legg Mason Wood Walker, Inc March 2001 - April 2005
Edward Jones October 1996 - March 2001
Bear Stearns 1983 - 1988
The Collegian 1977 - 1979
Skills
1031 Exchanges, Commercial Real Estate, Portfolio Management, Real Estate, Alternative Investments, Financial Analysis, Investment Properties, Wealth Management, Buyer Representation, First Time Home Buyers, Real Estate Transactions, Real Estate Economics, MA Real Estate Brokers..., Exceptional Client..., Listing and Selling, Investment Property, Lease Negotiations, Investment Advisory, Cash Flow Analysis, Sales
Education
Suffolk University, Graduate School of Management 1983 — 1985
M.B.A, Finance and Marketing
Turners Falls High School 1971 — 1975
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Coldwell Banker Residential Brokerage & Coldwell Banker Commercial Worldwide March 2013 - Present
Westwood Historical Society March 2013 - Present
Town of Westwood Historical Commission March 2013 - Present
Quincy Cass Associates, Inc February 2012 - November 2012
Oppenheimer & Co., Inc April 2005 - February 2012
Legg Mason Wood Walker, Inc March 2001 - April 2005
Edward Jones October 1996 - March 2001
Bear Stearns 1983 - 1988
The Collegian 1977 - 1979
Skills
1031 Exchanges, Commercial Real Estate, Portfolio Management, Real Estate, Alternative Investments, Financial Analysis, Investment Properties, Wealth Management, Buyer Representation, First Time Home Buyers, Real Estate Transactions, Real Estate Economics, MA Real Estate Brokers..., Exceptional Client..., Listing and Selling, Investment Property, Lease Negotiations, Investment Advisory, Cash Flow Analysis, Sales
Education
Suffolk University, Graduate School of Management 1983 — 1985
M.B.A, Finance and Marketing
Turners Falls High School 1971 — 1975
University of Massachusetts, Amherst
Bachelor of Arts (B.A.), Psychology
Andy Caselli Andy Caselli's Bear Stearns Experience 2005 - 2007
Job Associate Director of Special Projects at Brightstar Device Protection
Industry Telecommunications
Experience
Brightstar 2015 - Present
Brightstar 2013 - 2015
InvestDetroit 2011 - 2013
Catalyst Investors 2009 - 2011
Catalyst Investors 2007 - 2009
Bear Stearns 2005 - 2007
Skills
Business Strategy, Business Valuation, Valuation, Strategy, Private Equity, Mergers & Acquisitions, Venture Capital, Financial Modeling, Due Diligence, Start-ups, Investments, Entrepreneurship, Investment Banking, Finance, Forecasting, Banking, LBO, Corporate Finance, Telecommunications, Corporate Development, Equities, Business Planning, Management, Market Research, Oral Communication, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy and Finance
Vassar College 2001 — 2005
Bachelor of Arts (BA), Economics, Mathematics
Brightstar 2015 - Present
Brightstar 2013 - 2015
InvestDetroit 2011 - 2013
Catalyst Investors 2009 - 2011
Catalyst Investors 2007 - 2009
Bear Stearns 2005 - 2007
Skills
Business Strategy, Business Valuation, Valuation, Strategy, Private Equity, Mergers & Acquisitions, Venture Capital, Financial Modeling, Due Diligence, Start-ups, Investments, Entrepreneurship, Investment Banking, Finance, Forecasting, Banking, LBO, Corporate Finance, Telecommunications, Corporate Development, Equities, Business Planning, Management, Market Research, Oral Communication, Capital Markets
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
Master of Business Administration (MBA), Strategy and Finance
Vassar College 2001 — 2005
Bachelor of Arts (BA), Economics, Mathematics
David Blinder David Blinder's Bear Stearns Experience April 1993 - October 2008
Job Seeking new opportunity
Industry Financial Services
Experience
BMO Capital Markets March 2011 - March 2013
Cantor Fitzgerald October 2008 - July 2010
Bear Stearns April 1993 - October 2008
Skills
Fixed Income, Financial Markets, Capital Markets, Relative Value, Interest Rate Risk..., Portfolio Management, Strategy, Risk Management, Economics, Quantitative Analytics, Trading, Financial Services, FINRA, Hedge Funds, Bonds, Derivatives, Options, Bloomberg, Investment Banking, Alternative Investments, Proprietary Trading, Securities, Trading Systems, Series 7, Series 63
Education
University of Mississippi - School of Business Administration
BBA, Economics, Finance
BMO Capital Markets March 2011 - March 2013
Cantor Fitzgerald October 2008 - July 2010
Bear Stearns April 1993 - October 2008
Skills
Fixed Income, Financial Markets, Capital Markets, Relative Value, Interest Rate Risk..., Portfolio Management, Strategy, Risk Management, Economics, Quantitative Analytics, Trading, Financial Services, FINRA, Hedge Funds, Bonds, Derivatives, Options, Bloomberg, Investment Banking, Alternative Investments, Proprietary Trading, Securities, Trading Systems, Series 7, Series 63
Education
University of Mississippi - School of Business Administration
BBA, Economics, Finance
Jennifer Failla Pollak Jennifer Failla Pollak's Bear Stearns Experience 2002 - 2005
Job Portfolio Manager Folger Hill Asset Management
Industry Investment Management
Experience
Folger Hill Asset Management May 2015 - Present
Coatue Management September 2013 - December 2014
Luxury Goods and Retailing February 2012 - June 2013
Highbridge Capital Management May 2005 - December 2011
Bear Stearns 2002 - 2005
J.P. Morgan 2000 - 2002
Skills
Equities, Bloomberg, Valuation, Financial Modeling, Bonds, Derivatives, Equity Derivatives, Equity Valuation, Finance, Investment Management, Management, Securities, Start-ups, Strategy, Financial Markets
Education
University of Michigan 1996 — 2000
Bachelor of Business Administration (BBA)
Folger Hill Asset Management May 2015 - Present
Coatue Management September 2013 - December 2014
Luxury Goods and Retailing February 2012 - June 2013
Highbridge Capital Management May 2005 - December 2011
Bear Stearns 2002 - 2005
J.P. Morgan 2000 - 2002
Skills
Equities, Bloomberg, Valuation, Financial Modeling, Bonds, Derivatives, Equity Derivatives, Equity Valuation, Finance, Investment Management, Management, Securities, Start-ups, Strategy, Financial Markets
Education
University of Michigan 1996 — 2000
Bachelor of Business Administration (BBA)
Richard LaVoice Richard LaVoice's Bear Stearns Experience 1995 - 2001
Job EVP of Sales & Distribution at Symetra Financial
Industry Financial Services
Experience
Symetra Financial September 2010 - Present
LaVoice Consulting 2010 - August 2010
MassMutual 2005 - 2009
UBS Wealth Management 2003 - 2005
SunAmerica Retirement Markets, Inc. 2001 - 2002
Bear Stearns 1995 - 2001
Shearson/Smith Barney 1982 - 1995
Skills
Sales Management, Recruiting, Sales, Budgets, Public Speaking, Staff Development, Securities, Financial Services, Financial Advisory, Business Planning, Life Insurance, Strategic Financial..., Fixed Annuities, Strategy, Leadership, Insurance, Start-ups, Salesforce.com, Investments, Sales Operations, Account Management, Marketing, Retirement, Training, Variable Annuities, Program Management, Team Leadership, Estate Planning, Management, Series 7, Negotiation, Series 63, Series 6, Mutual Funds, IRAs
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Legal Studies
West Springfield High School 1974 — 1977
Symetra Financial September 2010 - Present
LaVoice Consulting 2010 - August 2010
MassMutual 2005 - 2009
UBS Wealth Management 2003 - 2005
SunAmerica Retirement Markets, Inc. 2001 - 2002
Bear Stearns 1995 - 2001
Shearson/Smith Barney 1982 - 1995
Skills
Sales Management, Recruiting, Sales, Budgets, Public Speaking, Staff Development, Securities, Financial Services, Financial Advisory, Business Planning, Life Insurance, Strategic Financial..., Fixed Annuities, Strategy, Leadership, Insurance, Start-ups, Salesforce.com, Investments, Sales Operations, Account Management, Marketing, Retirement, Training, Variable Annuities, Program Management, Team Leadership, Estate Planning, Management, Series 7, Negotiation, Series 63, Series 6, Mutual Funds, IRAs
Education
University of Massachusetts, Amherst 1978 — 1982
B.A., Legal Studies
West Springfield High School 1974 — 1977
Robert Sheely Robert Sheely's Bear Stearns Experience January 1997 - November 1997
Job Private Client Advisor
Industry Financial Services
Experience
J.P. Morgan Chase Bank, N.A. May 2015 - Present
Charles Schwab May 2011 - September 2014
TD Ameritrade May 2010 - April 2011
Seaworthy Investments February 2009 - April 2010
Merrill Lynch December 1997 - January 2009
Bear Stearns January 1997 - November 1997
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Financial Planning, Financial Analysis, Risk Management, Banking, Securities, Equities, Asset Management, Financial Advisory, Financial Services, Sales
Education
University of Mississippi 1988 — 1993
B A, Managerial Finance
J.P. Morgan Chase Bank, N.A. May 2015 - Present
Charles Schwab May 2011 - September 2014
TD Ameritrade May 2010 - April 2011
Seaworthy Investments February 2009 - April 2010
Merrill Lynch December 1997 - January 2009
Bear Stearns January 1997 - November 1997
Skills
Finance, Investments, Retirement Planning, Portfolio Management, Financial Planning, Financial Analysis, Risk Management, Banking, Securities, Equities, Asset Management, Financial Advisory, Financial Services, Sales
Education
University of Mississippi 1988 — 1993
B A, Managerial Finance
Jonathan Linden Jonathan Linden's Bear Stearns Experience August 2007 - June 2008
Job Equity Analyst at JP Morgan
Industry Financial Services
Experience
JP Morgan August 2007 - Present
Bear Stearns August 2007 - June 2008
Prudential Financial August 2006 - June 2007
Skills
Equities, Equity Research, Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Investments, Corporate Finance, Bloomberg, Hedge Funds, Securities, Fixed Income
Education
University of Maryland College Park 2001 — 2005
Bachelor of Science (BS), Finance, General
JP Morgan August 2007 - Present
Bear Stearns August 2007 - June 2008
Prudential Financial August 2006 - June 2007
Skills
Equities, Equity Research, Financial Analysis, Financial Modeling, Valuation, Portfolio Management, Investments, Corporate Finance, Bloomberg, Hedge Funds, Securities, Fixed Income
Education
University of Maryland College Park 2001 — 2005
Bachelor of Science (BS), Finance, General
Sundeep Gera Sundeep Gera's Bear Stearns Experience 2007 - 2007
Job Senior Associate at LUMA Partners LLC
Industry Investment Banking
Experience
LUMA Partners LLC February 2015 - Present
Portico Capital July 2014 - January 2015
Portico Capital January 2012 - June 2014
Portico Capital August 2011 - December 2011
UBS Investment Bank February 2010 - June 2011
Arvon Advisors June 2009 - February 2010
Davis Capital July 2008 - June 2009
Bear Stearns 2007 - 2007
Skills
Private Equity, Valuation, Financial Analysis, Mergers, Investment Banking, Financial Modeling, Restructuring, Equities, Fixed Income, LBO, Capital Markets, Hedge Funds, Venture Capital, Corporate Finance, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA, Finance, Accounting
Bronx High School of Science 2000 — 2004
LUMA Partners LLC February 2015 - Present
Portico Capital July 2014 - January 2015
Portico Capital January 2012 - June 2014
Portico Capital August 2011 - December 2011
UBS Investment Bank February 2010 - June 2011
Arvon Advisors June 2009 - February 2010
Davis Capital July 2008 - June 2009
Bear Stearns 2007 - 2007
Skills
Private Equity, Valuation, Financial Analysis, Mergers, Investment Banking, Financial Modeling, Restructuring, Equities, Fixed Income, LBO, Capital Markets, Hedge Funds, Venture Capital, Corporate Finance, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA, Finance, Accounting
Bronx High School of Science 2000 — 2004
Ethan Keswin Ethan Keswin's Bear Stearns Experience 2003 - 2008
Job Managing Partner ESK Management LLC
Industry Financial Services
Experience
ESK Management LLC January 2010 - Present
Bear Stearns 2003 - 2008
Lehman Brothers 1999 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Series 7, Capital Markets, Private Equity, Investment Banking, Series 63, Business Development
Education
University of Michigan 1995 — 1999
BA, Psychology
Armstrong High School 1991 — 1995
ESK Management LLC January 2010 - Present
Bear Stearns 2003 - 2008
Lehman Brothers 1999 - 2003
Skills
Hedge Funds, Alternative Investments, Equities, Investments, Series 7, Capital Markets, Private Equity, Investment Banking, Series 63, Business Development
Education
University of Michigan 1995 — 1999
BA, Psychology
Armstrong High School 1991 — 1995
Kristen Duca's Bear Stearns Experience March 1998 - June 2008
Job Business Operations Manager/Fund Administration at Northern Border Investments
Industry Financial Services
Experience
Northern Border Investments June 2010 - Present
Manhattan Media October 2009 - July 2010
EnablePay September 2008 - November 2008
Bear Stearns March 1998 - June 2008
Broadview International July 1996 - February 1998
Skills
Financial Modeling, Valuation, Analysis, Strategy, Mergers, Financial Services, Investments, Leadership, Equities, Start-ups, Management, Mergers & Acquisitions, Equity Research
Education
University of Michigan 1992 — 1996
BBA, Finance
Rochester Adams High School 1988 — 1992
Northern Border Investments June 2010 - Present
Manhattan Media October 2009 - July 2010
EnablePay September 2008 - November 2008
Bear Stearns March 1998 - June 2008
Broadview International July 1996 - February 1998
Skills
Financial Modeling, Valuation, Analysis, Strategy, Mergers, Financial Services, Investments, Leadership, Equities, Start-ups, Management, Mergers & Acquisitions, Equity Research
Education
University of Michigan 1992 — 1996
BBA, Finance
Rochester Adams High School 1988 — 1992
Sean McGoldrick's Bear Stearns Experience 1987 - 1990
Job Partner at M&M RE Holdings, LLC
Industry Real Estate
Experience
M&M RE Holdings, LLC April 2007 - Present
Roadrunner Records April 2000 - April 2007
Roadrunner Records September 1990 - March 2000
Bear Stearns 1987 - 1990
Skills
Real Estate Financing, Real Estate Investor, Real Estate Economics, Real Estate Transactions, Finance, Financial Analysis, Financial Accounting, Entrepreneurship, Investment Properties, Contract Negotiation, Management, Negotiation, Small Business, Start-ups, Strategic Planning, Strategy
Education
University of Michigan 1983 — 1987
BA, Political Science
St Anns 1971 — 1983
High School Diploma
M&M RE Holdings, LLC April 2007 - Present
Roadrunner Records April 2000 - April 2007
Roadrunner Records September 1990 - March 2000
Bear Stearns 1987 - 1990
Skills
Real Estate Financing, Real Estate Investor, Real Estate Economics, Real Estate Transactions, Finance, Financial Analysis, Financial Accounting, Entrepreneurship, Investment Properties, Contract Negotiation, Management, Negotiation, Small Business, Start-ups, Strategic Planning, Strategy
Education
University of Michigan 1983 — 1987
BA, Political Science
St Anns 1971 — 1983
High School Diploma
Vrishali Naware Vrishali Naware's Bear Stearns Experience August 2005 - December 2006
Job Manager, Wintel at AIG
Industry Insurance
Experience
AIG April 2015 - Present
AIG Property Casualty August 2010 - Present
American International Group January 2007 - June 2009
Bear Stearns August 2005 - December 2006
Tata Consultancy Services 2001 - 2005
Skills
SharePoint, Requirements Analysis, SQL, IT Management, Project Management, SDLC, Business Intelligence, Business Analysis, Disaster Recovery, Strategy, Windows Server, Enterprise Architecture, Microsoft SQL Server, ASP.NET, .NET, Databases, Reporting & Analysis, Windows 7, Management, Application..., App-V
Education
University of Mumbai
B.E.
AIG April 2015 - Present
AIG Property Casualty August 2010 - Present
American International Group January 2007 - June 2009
Bear Stearns August 2005 - December 2006
Tata Consultancy Services 2001 - 2005
Skills
SharePoint, Requirements Analysis, SQL, IT Management, Project Management, SDLC, Business Intelligence, Business Analysis, Disaster Recovery, Strategy, Windows Server, Enterprise Architecture, Microsoft SQL Server, ASP.NET, .NET, Databases, Reporting & Analysis, Windows 7, Management, Application..., App-V
Education
University of Mumbai
B.E.
Gary Traynor's Bear Stearns Experience August 1997 - March 2000
Job Chief Financial Officer at Zags
Industry Venture Capital & Private Equity
Experience
Zags June 2014 - Present
BA-Insight June 2011 - May 2014
Umami Co April 2011 - September 2011
Blue Flame Data August 2005 - September 2006
Portero February 2004 - June 2005
Morgan Stanley March 2000 - June 2003
Bear Stearns August 1997 - March 2000
Citi June 1996 - August 1996
Center For Democracy and Free Enterprise (NATO Funded) June 1995 - August 1995
GE Capital June 1994 - August 1994
Skills
Private Equity, Investment Banking, Capital Markets, Start-ups, Venture Capital, Corporate Development, Mergers, Due Diligence, Corporate Finance, IPO, Valuation, Financial Modeling, Business Strategy, Divestitures, Entrepreneurship, M&A experience, Management, Executive Management, Strategy, Capital, Finance, Managerial Finance, Mergers & Acquisitions, Start-up
Education
University of North Carolina at Chapel Hill 1993 — 1997
JD/MBA
Washington University in St. Louis 1985 — 1989
BSBA
Zags June 2014 - Present
BA-Insight June 2011 - May 2014
Umami Co April 2011 - September 2011
Blue Flame Data August 2005 - September 2006
Portero February 2004 - June 2005
Morgan Stanley March 2000 - June 2003
Bear Stearns August 1997 - March 2000
Citi June 1996 - August 1996
Center For Democracy and Free Enterprise (NATO Funded) June 1995 - August 1995
GE Capital June 1994 - August 1994
Skills
Private Equity, Investment Banking, Capital Markets, Start-ups, Venture Capital, Corporate Development, Mergers, Due Diligence, Corporate Finance, IPO, Valuation, Financial Modeling, Business Strategy, Divestitures, Entrepreneurship, M&A experience, Management, Executive Management, Strategy, Capital, Finance, Managerial Finance, Mergers & Acquisitions, Start-up
Education
University of North Carolina at Chapel Hill 1993 — 1997
JD/MBA
Washington University in St. Louis 1985 — 1989
BSBA
Michael Whitted Michael Whitted's Bear Stearns Experience 1998 - 2001
Job VP, Corporate Development and Corporate Officer at SPX Corporation.
Industry Mechanical or Industrial Engineering
Experience
SPX Corporation 2001 - Present
Bear Stearns 1998 - 2001
CIBC World Markets 1997 - 1998
Bankers Trust 1995 - 1997
Skills
Divestitures, Investment Banking, Acquisitions, Joint Ventures, Mergers, Private Equity, Venture Capital, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Strategy, Financial Analysis, Business Development, Portfolio Management, Product Management, Business Strategy, Competitive Analysis, Financial Services, Investments, Mergers & Acquisitions, Acquisition Integration, Corporate Development, M
Education
University of Michigan 1990 — 1994
BBA, Finance
Cranbrook Kingswood 1986 — 1990
High School
SPX Corporation 2001 - Present
Bear Stearns 1998 - 2001
CIBC World Markets 1997 - 1998
Bankers Trust 1995 - 1997
Skills
Divestitures, Investment Banking, Acquisitions, Joint Ventures, Mergers, Private Equity, Venture Capital, Financial Modeling, Due Diligence, Corporate Finance, Valuation, Strategy, Financial Analysis, Business Development, Portfolio Management, Product Management, Business Strategy, Competitive Analysis, Financial Services, Investments, Mergers & Acquisitions, Acquisition Integration, Corporate Development, M
Education
University of Michigan 1990 — 1994
BBA, Finance
Cranbrook Kingswood 1986 — 1990
High School
Harpreet Anand Harpreet Anand's Bear Stearns Experience 2004 - 2006
Job Managing Director at Oak Hill Advisors, L.P.
Industry Investment Management
Experience
Oak Hill Advisors, L.P. January 2015 - Present
Oak Hill Advisors, L.P. July 2006 - Present
Bear Stearns 2004 - 2006
Citibank (Banamex USA) 1999 - 2000
Skills
Hedge Funds, Fixed Income, Valuation, Bloomberg, Financial Modeling, Asset Managment, Investments, Portfolio Management, Leveraged Finance, Equities, Financial Analysis, Alternative Investments, Investment Banking, Capital Markets, Private Equity, Corporate Finance, LBO, Equity Research, High Yield, Credit Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance and Accounting
Oak Hill Advisors, L.P. January 2015 - Present
Oak Hill Advisors, L.P. July 2006 - Present
Bear Stearns 2004 - 2006
Citibank (Banamex USA) 1999 - 2000
Skills
Hedge Funds, Fixed Income, Valuation, Bloomberg, Financial Modeling, Asset Managment, Investments, Portfolio Management, Leveraged Finance, Equities, Financial Analysis, Alternative Investments, Investment Banking, Capital Markets, Private Equity, Corporate Finance, LBO, Equity Research, High Yield, Credit Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
BBA, Finance and Accounting
Daniel Fugiel Daniel Fugiel's Bear Stearns Experience January 2006 - June 2008
Job Deutsche Bank Prime Brokerage
Industry Financial Services
Experience
Deutsche Bank October 2012 - Present
JP Morgan June 2008 - August 2012
Bear Stearns January 2006 - June 2008
Wellington Management October 2001 - December 2005
State Street March 1998 - October 2001
Automatic Data Processing July 1994 - February 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Options, Prime Brokerage, Private Equity, Securities, Series 7, Trading, Capital Markets, Equities, Hedge Funds, Trading Systems
Education
University of Massachusetts, Amherst 1990 — 1994
Agawam High
Deutsche Bank October 2012 - Present
JP Morgan June 2008 - August 2012
Bear Stearns January 2006 - June 2008
Wellington Management October 2001 - December 2005
State Street March 1998 - October 2001
Automatic Data Processing July 1994 - February 1998
Skills
Alternative Investments, Asset Management, Bloomberg, Derivatives, Financial Modeling, Financial Services, Fixed Income, Investment Banking, Options, Prime Brokerage, Private Equity, Securities, Series 7, Trading, Capital Markets, Equities, Hedge Funds, Trading Systems
Education
University of Massachusetts, Amherst 1990 — 1994
Agawam High
Ken Kideckel, CFA Ken Kideckel, CFA's Bear Stearns Experience January 1995 - January 2000
Job Principal at SightLine Investments LLC
Industry Financial Services
Experience
SightLine Investments LLC June 2010 - Present
FolioDynamix 2005 - June 2010
Lincoln Financial Advisors January 2003 - February 2005
Towers Watson January 1998 - January 2003
Bear Stearns January 1995 - January 2000
Education
Villanova University
Masters, Taxation
NYU Stern School of Business 1994 — 1999
MBA, Finance
University of Michigan
AB, Economics
SightLine Investments LLC June 2010 - Present
FolioDynamix 2005 - June 2010
Lincoln Financial Advisors January 2003 - February 2005
Towers Watson January 1998 - January 2003
Bear Stearns January 1995 - January 2000
Education
Villanova University
Masters, Taxation
NYU Stern School of Business 1994 — 1999
MBA, Finance
University of Michigan
AB, Economics
Garrett Levenbrook Garrett Levenbrook's Bear Stearns Experience February 2006 - August 2007
Job at Original Bagel Company
Industry Food & Beverages
Experience
Original Bagel Company June 2010 - Present
TAMID Israel Investment Group January 2008 - May 2010
GMAC May 2009 - August 2009
Arba Finance Venture Capital Fund May 2008 - August 2008
Bear Stearns February 2006 - August 2007
Skills
Financial Modeling, Entrepreneurship, Financial Analysis, Investments, Data Analysis, Research, Management Consulting, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration, Finance/Strategy
University of Michigan
Original Bagel Company June 2010 - Present
TAMID Israel Investment Group January 2008 - May 2010
GMAC May 2009 - August 2009
Arba Finance Venture Capital Fund May 2008 - August 2008
Bear Stearns February 2006 - August 2007
Skills
Financial Modeling, Entrepreneurship, Financial Analysis, Investments, Data Analysis, Research, Management Consulting, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2010
Bachelor of Business Administration, Finance/Strategy
University of Michigan
Jeff Drott Jeff Drott's Bear Stearns Experience March 1995 - May 1996
Job Managing Director, MountainView Capital Group
Industry Capital Markets
Experience
MountainView Capital Group, LLC July 2010 - Present
Hermitage Funding December 2008 - January 2010
Beltway Capital January 2008 - December 2008
American Residential Equities January 2006 - October 2007
SN Servicing December 2003 - January 2006
Bear Stearns March 1995 - May 1996
Lehman Brothers October 1993 - March 1995
Education
University of Michigan 1987 — 1991
BA
MountainView Capital Group, LLC July 2010 - Present
Hermitage Funding December 2008 - January 2010
Beltway Capital January 2008 - December 2008
American Residential Equities January 2006 - October 2007
SN Servicing December 2003 - January 2006
Bear Stearns March 1995 - May 1996
Lehman Brothers October 1993 - March 1995
Education
University of Michigan 1987 — 1991
BA
Sean Thomas Sean Thomas's Bear Stearns Experience 2004 - 2005
Job International Sales Manager at Tekscan
Industry Medical Devices
Experience
Tekscan April 2013 - Present
Tekscan 2013 - 2015
Medica Corporation September 2011 - March 2013
Tekscan 2013 - 2013
DISTEK, INC January 2006 - April 2011
Business Technology Partners, Inc 2004 - 2006
Bear Stearns 2004 - 2005
JPL DESIGNS 2003 - 2004
AVENTIS PHARMACEUTICALS 2002 - 2003
KURZ-HASTING, INC January 1998 - January 2002
Skills
Sales, Solution Selling, Product Training, Medical Devices, Business Development, Biotechnology, Pharmaceutical Industry, Marketing, Product Launch, Sales Operations, Healthcare, Selling, Competitive Analysis, Market Research, Strategic Planning, Product Development, R&D, Management, International Sales, New Business Development, GMP, Strategy, Validation, Product Management, Marketing Strategy, Business Planning, Manufacturing, Pricing, Cross-functional Team...
Education
University of North Carolina at Wilmington 1993 — 1997
BA
Tekscan April 2013 - Present
Tekscan 2013 - 2015
Medica Corporation September 2011 - March 2013
Tekscan 2013 - 2013
DISTEK, INC January 2006 - April 2011
Business Technology Partners, Inc 2004 - 2006
Bear Stearns 2004 - 2005
JPL DESIGNS 2003 - 2004
AVENTIS PHARMACEUTICALS 2002 - 2003
KURZ-HASTING, INC January 1998 - January 2002
Skills
Sales, Solution Selling, Product Training, Medical Devices, Business Development, Biotechnology, Pharmaceutical Industry, Marketing, Product Launch, Sales Operations, Healthcare, Selling, Competitive Analysis, Market Research, Strategic Planning, Product Development, R&D, Management, International Sales, New Business Development, GMP, Strategy, Validation, Product Management, Marketing Strategy, Business Planning, Manufacturing, Pricing, Cross-functional Team...
Education
University of North Carolina at Wilmington 1993 — 1997
BA
Ivan Gerstein's Bear Stearns Experience March 2006 - February 2008
Job Director, Sr Product Controller at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets February 2008 - Present
Bear Stearns March 2006 - February 2008
Marsh & McLennan April 2002 - March 2006
Instinet March 2001 - December 2001
Salomon Smith Barney June 2000 - August 2000
Morgan Stanley November 1995 - January 2000
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
University of Maryland College Park 1989 — 1993
Accounting
BMO Capital Markets February 2008 - Present
Bear Stearns March 2006 - February 2008
Marsh & McLennan April 2002 - March 2006
Instinet March 2001 - December 2001
Salomon Smith Barney June 2000 - August 2000
Morgan Stanley November 1995 - January 2000
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance, Marketing
University of Maryland College Park 1989 — 1993
Accounting
Thomas Wiles's Bear Stearns Experience June 1986 - February 1992
Job Investor
Industry Financial Services
Experience
Daiwa Securities America August 2006 - May 2011
Washington Mutual October 2005 - August 2006
JPMorgan June 1994 - March 2005
Donaldson, Lufkin & Jenrette February 1992 - February 1994
Bear Stearns June 1986 - February 1992
Prudential Bache Securities June 1986 - May 1987
Fannie Mae January 1984 - May 1986
Freddie Mac June 1981 - December 1983
Skills
MBS, Fixed Income, Portfolio Management, Capital Markets, ABS, Securities, Investments, Mortgage Lending
Education
University of Maryland University College 1977 — 1981
BS, Finance
DeMatha
Daiwa Securities America August 2006 - May 2011
Washington Mutual October 2005 - August 2006
JPMorgan June 1994 - March 2005
Donaldson, Lufkin & Jenrette February 1992 - February 1994
Bear Stearns June 1986 - February 1992
Prudential Bache Securities June 1986 - May 1987
Fannie Mae January 1984 - May 1986
Freddie Mac June 1981 - December 1983
Skills
MBS, Fixed Income, Portfolio Management, Capital Markets, ABS, Securities, Investments, Mortgage Lending
Education
University of Maryland University College 1977 — 1981
BS, Finance
DeMatha
Arthur Grymes Arthur Grymes's Bear Stearns Experience February 2001 - March 2002
Job Sr VP Sales & Trading Fusion Analytics
Industry Financial Services
Experience
Fusion Analytics Securities LLC March 2007 - Present
Bear Stearns February 2001 - March 2002
Lehman Brothers January 1996 - January 2001
JP Morgan July 1994 - May 1996
Skills
Equities, Trading, Market Making, Trading Strategies, Securities, Series 7, Series 63, Equity Trading, Asset Managment, Proprietary Trading, Portfolio Management, Hedge Funds, Investments, Bloomberg, Alternative Investments, Options, Asset Allocation, Capital Markets, Equity Research, Asset Management
Education
University of Miami - School of Business 1978 — 1982
BBA, Business Administration and Management, General
Millbrook 1974 — 1978
Fusion Analytics Securities LLC March 2007 - Present
Bear Stearns February 2001 - March 2002
Lehman Brothers January 1996 - January 2001
JP Morgan July 1994 - May 1996
Skills
Equities, Trading, Market Making, Trading Strategies, Securities, Series 7, Series 63, Equity Trading, Asset Managment, Proprietary Trading, Portfolio Management, Hedge Funds, Investments, Bloomberg, Alternative Investments, Options, Asset Allocation, Capital Markets, Equity Research, Asset Management
Education
University of Miami - School of Business 1978 — 1982
BBA, Business Administration and Management, General
Millbrook 1974 — 1978
David Spindle David Spindle's Bear Stearns Experience March 1993 - April 1994
Job Chief Recruitment Officer at MD2U
Industry Medical Practice
Experience
MD2U February 2014 - Present
MD2U May 2009 - May 2014
Self Employed - Trader April 2008 - March 2009
JPMorgan Chase/R and M Management, LLC September 1996 - April 2008
Chase Futures & Options March 1996 - September 1996
Merrill Lynch May 1994 - January 1996
Bear Stearns March 1993 - April 1994
Geldermann, Inc. November 1992 - March 1993
Refco January 1990 - October 1992
Skills
Options, Research, Marketing, New Business Development, Strategic Planning, Commodity, Trading, Sales Management, Microsoft Excel, Customer Service, Equities, Microsoft Office
Education
University of North Carolina at Chapel Hill 1985 — 1989
B.A., Political Science
MD2U February 2014 - Present
MD2U May 2009 - May 2014
Self Employed - Trader April 2008 - March 2009
JPMorgan Chase/R and M Management, LLC September 1996 - April 2008
Chase Futures & Options March 1996 - September 1996
Merrill Lynch May 1994 - January 1996
Bear Stearns March 1993 - April 1994
Geldermann, Inc. November 1992 - March 1993
Refco January 1990 - October 1992
Skills
Options, Research, Marketing, New Business Development, Strategic Planning, Commodity, Trading, Sales Management, Microsoft Excel, Customer Service, Equities, Microsoft Office
Education
University of North Carolina at Chapel Hill 1985 — 1989
B.A., Political Science
Mow Wong Mow Wong's Bear Stearns Experience July 2004 - April 2007
Job Chief Operating Officer at Accordion Partners
Industry Financial Services
Experience
Accordion Partners March 2011 - Present
Independent Consultant August 2008 - November 2010
Bear Stearns July 2004 - April 2007
KeyBanc Capital Markets March 2001 - June 2004
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions
Education
University of Michigan 1997 — 1997
BBA, Finance
Accordion Partners March 2011 - Present
Independent Consultant August 2008 - November 2010
Bear Stearns July 2004 - April 2007
KeyBanc Capital Markets March 2001 - June 2004
Skills
Investment Banking, Valuation, Private Equity, Financial Modeling, Mergers & Acquisitions
Education
University of Michigan 1997 — 1997
BBA, Finance
Robert Lopes Robert Lopes's Bear Stearns Experience 2004 - 2005
Job
Industry Hospital & Health Care
Experience
Steward Health Care May 2013 - Present
Dell June 2011 - May 2013
Novartis Institutes for BioMedical Research June 2007 - March 2011
Strategic Business Systems August 2006 - June 2007
International Network Services December 2003 - August 2006
Bear Stearns 2004 - 2005
EMC Corporation October 1990 - July 2001
Skills
Storage Area Networks, NAS, Storage, EMC Storage, Clariion, VMware, Storage Management, Switches, iSCSI, Brocade, VMware ESX, Cisco Technologies, Data Center, Virtualization, Cluster, Fibre Channel, EMC Celerra, Enterprise Storage, Business Continuity, Storage Virtualization, Servers, Brocade Fibre Switches, Dell Equallogic, IBM XIV, EMC SAN Administration, EMC VNX, Cisco MDS SAN switches, VMware Infrastructure, NetApp Filers, EMC VMAX, RecoverPoint, EMC Atmos, Cloud Computing, Symmetrix, SAN
Education
Wentworth Institute of Technology 1989 — 1995
BS
University of Massachusetts, Amherst 1982 — 1987
BA
Boston college high school
Steward Health Care May 2013 - Present
Dell June 2011 - May 2013
Novartis Institutes for BioMedical Research June 2007 - March 2011
Strategic Business Systems August 2006 - June 2007
International Network Services December 2003 - August 2006
Bear Stearns 2004 - 2005
EMC Corporation October 1990 - July 2001
Skills
Storage Area Networks, NAS, Storage, EMC Storage, Clariion, VMware, Storage Management, Switches, iSCSI, Brocade, VMware ESX, Cisco Technologies, Data Center, Virtualization, Cluster, Fibre Channel, EMC Celerra, Enterprise Storage, Business Continuity, Storage Virtualization, Servers, Brocade Fibre Switches, Dell Equallogic, IBM XIV, EMC SAN Administration, EMC VNX, Cisco MDS SAN switches, VMware Infrastructure, NetApp Filers, EMC VMAX, RecoverPoint, EMC Atmos, Cloud Computing, Symmetrix, SAN
Education
Wentworth Institute of Technology 1989 — 1995
BS
University of Massachusetts, Amherst 1982 — 1987
BA
Boston college high school
Earl McClanahan Earl McClanahan's Bear Stearns Experience 1994 - 1998
Job Chief Financial Officer & Transaction Advisor at Scale Finance
Industry Wholesale
Experience
Southland Electrical Supply 2013 - 2014
Scura, Rise & Partners 2003 - 2010
JP Morgan 1998 - 2001
Bear Stearns 1994 - 1998
Prudential Securities 1990 - 1994
US Army Corps of Engineers 1982 - 1985
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Finance, Due Diligence, Valuation, Leveraged Finance, Finance, Financial Analysis, Financial Structuring, Private Placements, Equities, Restructuring, Mergers, Capital Markets, Financial Modeling, Mezzanine, IPO, Structured Finance, Strategy, Corporate Development, LBO, Investments, M&A experience, Business Planning, Divestitures, Joint Ventures
Education
University of Michigan 1988 — 1990
MBA, Finance and Accounting
Washington and Lee University 1978 — 1982
BA, Economics
Southland Electrical Supply 2013 - 2014
Scura, Rise & Partners 2003 - 2010
JP Morgan 1998 - 2001
Bear Stearns 1994 - 1998
Prudential Securities 1990 - 1994
US Army Corps of Engineers 1982 - 1985
Skills
Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Finance, Due Diligence, Valuation, Leveraged Finance, Finance, Financial Analysis, Financial Structuring, Private Placements, Equities, Restructuring, Mergers, Capital Markets, Financial Modeling, Mezzanine, IPO, Structured Finance, Strategy, Corporate Development, LBO, Investments, M&A experience, Business Planning, Divestitures, Joint Ventures
Education
University of Michigan 1988 — 1990
MBA, Finance and Accounting
Washington and Lee University 1978 — 1982
BA, Economics
Alan Lovi's Bear Stearns Experience June 2007 - June 2008
Job Investment Associate at JPMorgan Private Bank
Industry Financial Services
Experience
JPMorgan Chase September 2009 - Present
JP Morgan June 2008 - September 2009
Bear Stearns June 2007 - June 2008
Globeop Financial Services May 2005 - May 2007
Education
University of Michigan 2001 — 2005
JPMorgan Chase September 2009 - Present
JP Morgan June 2008 - September 2009
Bear Stearns June 2007 - June 2008
Globeop Financial Services May 2005 - May 2007
Education
University of Michigan 2001 — 2005
Patrick Lim Patrick Lim's Bear Stearns Experience June 2007 - October 2007
Job Investment Associate at Prudential Mortgage Capital Co
Industry Real Estate
Experience
Prudential Mortgage Capital Company July 2014 - Present
Simon Property Group June 2013 - August 2013
Bucks Capital Partners, LLC 2007 - 2012
Nick of Time Construction, LLC 2009 - 2011
Philadelphia DMA Advertising Cooperative January 2010 - December 2010
Bear Stearns June 2007 - October 2007
JPMorgan Chase May 2006 - June 2007
Skills
Strategic Financial..., New Business Development, Project Management, Debt Restructuring, Contract Negotiation, Financial Modeling, Financial Analysis, Construction Management, Asset Managment, Real Estate Transactions, Due Diligence, Real Estate Development, Underwriting, Argus Modeling, Microsoft Excel, PowerPoint, Asset Management, Business Planning, Risk Management, Finance, Valuation, Investments, Corporate Finance, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Real Estate Finance, Corporate Finance
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelor of Science (BS), Finance, Marketing
Prudential Mortgage Capital Company July 2014 - Present
Simon Property Group June 2013 - August 2013
Bucks Capital Partners, LLC 2007 - 2012
Nick of Time Construction, LLC 2009 - 2011
Philadelphia DMA Advertising Cooperative January 2010 - December 2010
Bear Stearns June 2007 - October 2007
JPMorgan Chase May 2006 - June 2007
Skills
Strategic Financial..., New Business Development, Project Management, Debt Restructuring, Contract Negotiation, Financial Modeling, Financial Analysis, Construction Management, Asset Managment, Real Estate Transactions, Due Diligence, Real Estate Development, Underwriting, Argus Modeling, Microsoft Excel, PowerPoint, Asset Management, Business Planning, Risk Management, Finance, Valuation, Investments, Corporate Finance, Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2012 — 2014
Master of Business Administration (M.B.A.), Real Estate Finance, Corporate Finance
New York University - Leonard N. Stern School of Business 2003 — 2007
Bachelor of Science (BS), Finance, Marketing
Paul Toomey, AAMS® Paul Toomey, AAMS®'s Bear Stearns Experience January 1991 - January 1997
Job Senior Vice President Investment Officer, Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2000 - Present
A.G. Edwards & Sons, Inc. November 2000 - December 2008
Gruntal January 1997 - November 2000
Bear Stearns January 1991 - January 1997
Skills
Investments, Strategic Planning, Risk Management, Securities, Asset Allocation, Estate Investment..., Deferred Compensation..., Concentrated Stock..., Business-Owner Planning, Business-Succession..., Stock Analysis, Tax-Efficient Strategies, Retirement Plan..., Management, Wealth Management, Asset Management, Strategic Financial..., Retirement, Series 63, Banking, Credit, Alternative Investments, Access, Analysis, Financial Modeling, Estate Planning, Series 7, Loans, Financial Structuring, Finance, Asset Managment, Equities, Private Equity, Bonds, Corporate Finance, Wealth Management..., Credit Analysis, Options, Due Diligence, Mutual Funds, Trading, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Wealth
Education
University of Massachusetts Boston 1986 — 1990
Boston Latin School 1980 — 1986
University of Massachusetts, Amherst
Wells Fargo Advisors 2000 - Present
A.G. Edwards & Sons, Inc. November 2000 - December 2008
Gruntal January 1997 - November 2000
Bear Stearns January 1991 - January 1997
Skills
Investments, Strategic Planning, Risk Management, Securities, Asset Allocation, Estate Investment..., Deferred Compensation..., Concentrated Stock..., Business-Owner Planning, Business-Succession..., Stock Analysis, Tax-Efficient Strategies, Retirement Plan..., Management, Wealth Management, Asset Management, Strategic Financial..., Retirement, Series 63, Banking, Credit, Alternative Investments, Access, Analysis, Financial Modeling, Estate Planning, Series 7, Loans, Financial Structuring, Finance, Asset Managment, Equities, Private Equity, Bonds, Corporate Finance, Wealth Management..., Credit Analysis, Options, Due Diligence, Mutual Funds, Trading, Portfolio Management, Mergers & Acquisitions, Financial Analysis, Wealth
Education
University of Massachusetts Boston 1986 — 1990
Boston Latin School 1980 — 1986
University of Massachusetts, Amherst
Marcy Rich Marcy Rich's Bear Stearns Experience April 2001 - September 2007
Job Operations Specialist at PCBB Capital Markets
Industry Financial Services
Experience
PCBB Capital Markets April 2009 - Present
Charles Schwab July 2008 - December 2008
Bear Stearns April 2001 - September 2007
Bridge Information Systems November 1994 - March 2001
Dean Witter January 1992 - September 1994
Shearson Lehman Hutton October 1985 - December 1991
Skills
Equities, Fixed Income, Trading, Hedge Funds, Investment Banking, Financial Services, Banking, Series 7, Options, Portfolio Management, Securities, Capital Markets, Bloomberg, Derivatives, Trading Systems, Prime Brokerage, Strategy, Investments, Business Analysis
Education
University of Miami 1975 — 1979
Bachelor of Music, Music Merchandising
PCBB Capital Markets April 2009 - Present
Charles Schwab July 2008 - December 2008
Bear Stearns April 2001 - September 2007
Bridge Information Systems November 1994 - March 2001
Dean Witter January 1992 - September 1994
Shearson Lehman Hutton October 1985 - December 1991
Skills
Equities, Fixed Income, Trading, Hedge Funds, Investment Banking, Financial Services, Banking, Series 7, Options, Portfolio Management, Securities, Capital Markets, Bloomberg, Derivatives, Trading Systems, Prime Brokerage, Strategy, Investments, Business Analysis
Education
University of Miami 1975 — 1979
Bachelor of Music, Music Merchandising
Jeffrey Langbaum Jeffrey Langbaum's Bear Stearns Experience March 1999 - May 2008
Job Senior REIT Analyst at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP October 2012 - Present
Ladenburg Thalmann February 2012 - September 2012
WJB Capital Group, Inc. June 2011 - January 2012
Barclays Capital June 2008 - January 2011
Bear Stearns March 1999 - May 2008
Education
University of Maryland College Park 1991 — 1995
BS, Finance
Bloomberg LP October 2012 - Present
Ladenburg Thalmann February 2012 - September 2012
WJB Capital Group, Inc. June 2011 - January 2012
Barclays Capital June 2008 - January 2011
Bear Stearns March 1999 - May 2008
Education
University of Maryland College Park 1991 — 1995
BS, Finance
Ann Loeb Ann Loeb's Bear Stearns Experience April 1998 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Richcourt USA Inc. October 2008 - December 2012
Bear Stearns April 1998 - June 2008
National Westminster Bank October 1995 - March 1998
Skills
Hedge Funds, Financial Analysis, Business Analysis, Team Building, Team Leadership, Process Improvement, Fund Of Funds, Derivatives, Prime Brokerage, Capital Markets, Credit Risk, Fixed Income, Structured Products, Trading, Asset Management, Investments, Mutual Funds, Credit, Analysis, Finance, Due Diligence, Equities, Securities
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
University of Pennsylvania
BA, Economics
Richcourt USA Inc. October 2008 - December 2012
Bear Stearns April 1998 - June 2008
National Westminster Bank October 1995 - March 1998
Skills
Hedge Funds, Financial Analysis, Business Analysis, Team Building, Team Leadership, Process Improvement, Fund Of Funds, Derivatives, Prime Brokerage, Capital Markets, Credit Risk, Fixed Income, Structured Products, Trading, Asset Management, Investments, Mutual Funds, Credit, Analysis, Finance, Due Diligence, Equities, Securities
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
University of Pennsylvania
BA, Economics
Sean Pendray Sean Pendray's Bear Stearns Experience August 1993 - June 1994
Job Owner at Pendray Financial Advisory inc.
Industry Financial Services
Experience
Pendray Financial Advisory/Synergy Settlements June 2013 - Present
Pendray Financial Advisory inc. June 2013 - Present
Millennium Settlements October 2004 - May 2013
Citicorp Investment Services/Citibank March 2002 - August 2003
AG EDWARDS July 2001 - March 2002
First Union Securities February 1996 - July 2001
Paine Webber June 1994 - March 1996
Bear Stearns August 1993 - June 1994
Skills
Estate Planning, Equities, Financial Planners, Insurance, Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Retirement, Asset Managment, Portfolio Management, Wealth Management, Long-term Care, Life Insurance, Investment Advisory, Mutual Funds, Risk Management, Asset Allocation, Securities, Public Speaking, Asset Management
Education
University of Miami - School of Business 1991 — 1993
MPA, Public Administration
Florida State University 1988 — 1992
Bachelor of Science, Political Science/Psychology
Westminster
Pendray Financial Advisory/Synergy Settlements June 2013 - Present
Pendray Financial Advisory inc. June 2013 - Present
Millennium Settlements October 2004 - May 2013
Citicorp Investment Services/Citibank March 2002 - August 2003
AG EDWARDS July 2001 - March 2002
First Union Securities February 1996 - July 2001
Paine Webber June 1994 - March 1996
Bear Stearns August 1993 - June 1994
Skills
Estate Planning, Equities, Financial Planners, Insurance, Strategic Financial..., Retirement Planning, Fixed Annuities, Investments, Retirement, Asset Managment, Portfolio Management, Wealth Management, Long-term Care, Life Insurance, Investment Advisory, Mutual Funds, Risk Management, Asset Allocation, Securities, Public Speaking, Asset Management
Education
University of Miami - School of Business 1991 — 1993
MPA, Public Administration
Florida State University 1988 — 1992
Bachelor of Science, Political Science/Psychology
Westminster
Narendra Chokshi's Bear Stearns Experience July 2007 - June 2008
Job Vice President, Investment Banking
Industry Investment Banking
Experience
Jefferies LLC September 2013 - Present
Bank of America Merrill Lynch October 2010 - June 2013
Piper Jaffray July 2008 - October 2010
Bear Stearns July 2007 - June 2008
KPMG June 1998 - June 2005
Skills
Valuation, Financial Modeling, Financial Institutions, Investment Banking, Capital Markets, Equity Research, Fixed Income, Private Equity, Equities, Corporate Finance, Corporate Development, LBO, Bloomberg, Hedge Funds, Mergers & Acquisitions, Due Diligence, Venture Capital, Alternative Investments, Financial Structuring, Structured Finance, M&A experience
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Corporate Finance
University of Mumbai 2002 — 2003
Master of Commerce I, Business Policy, Economics, Financial and Cost Accounting
Institute of Chartered Accountants of India 1998 — 2001
Chartered Accountant, Accounting, Taxation
University of Mumbai 1993 — 1998
Bachelor of Commerce, Economics, Accounting, Human Resources
Cathedral & John Connon School 1983 — 1993
ICSE
Jefferies LLC September 2013 - Present
Bank of America Merrill Lynch October 2010 - June 2013
Piper Jaffray July 2008 - October 2010
Bear Stearns July 2007 - June 2008
KPMG June 1998 - June 2005
Skills
Valuation, Financial Modeling, Financial Institutions, Investment Banking, Capital Markets, Equity Research, Fixed Income, Private Equity, Equities, Corporate Finance, Corporate Development, LBO, Bloomberg, Hedge Funds, Mergers & Acquisitions, Due Diligence, Venture Capital, Alternative Investments, Financial Structuring, Structured Finance, M&A experience
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Corporate Finance
University of Mumbai 2002 — 2003
Master of Commerce I, Business Policy, Economics, Financial and Cost Accounting
Institute of Chartered Accountants of India 1998 — 2001
Chartered Accountant, Accounting, Taxation
University of Mumbai 1993 — 1998
Bachelor of Commerce, Economics, Accounting, Human Resources
Cathedral & John Connon School 1983 — 1993
ICSE
Amisha Kaura Amisha Kaura's Bear Stearns Experience August 2004 - June 2007
Job Director, American Express OPEN
Industry Financial Services
Experience
American Express OPEN February 2014 - Present
American Express OPEN February 2013 - February 2014
American Express OPEN July 2010 - March 2013
Credit Suisse February 2009 - April 2010
Advent Capital Management April 2008 - February 2009
Bear Stearns August 2004 - June 2007
Merrill Lynch June 2002 - August 2004
Skills
Hedge Funds, Strategy, Portfolio Management, Private Equity, Business Development, Financial Services, Derivatives, Relationship Management, Emerging Markets, Investment Management, Trading, Competitive Analysis, Marketing Strategy, Financial Modeling, Credit, Investor Relations, Sales, Capital Markets, Banking, Mutual Funds, Valuation, Fixed Income, Management, Credit Cards, Direct Marketing, Strategic Partnerships, Merchant Services, Recruiting, Sales Management..., Project Management, Sales Management
Education
University of Michigan 1996 — 2000
BS, Business Administration, Finance
American Express OPEN February 2014 - Present
American Express OPEN February 2013 - February 2014
American Express OPEN July 2010 - March 2013
Credit Suisse February 2009 - April 2010
Advent Capital Management April 2008 - February 2009
Bear Stearns August 2004 - June 2007
Merrill Lynch June 2002 - August 2004
Skills
Hedge Funds, Strategy, Portfolio Management, Private Equity, Business Development, Financial Services, Derivatives, Relationship Management, Emerging Markets, Investment Management, Trading, Competitive Analysis, Marketing Strategy, Financial Modeling, Credit, Investor Relations, Sales, Capital Markets, Banking, Mutual Funds, Valuation, Fixed Income, Management, Credit Cards, Direct Marketing, Strategic Partnerships, Merchant Services, Recruiting, Sales Management..., Project Management, Sales Management
Education
University of Michigan 1996 — 2000
BS, Business Administration, Finance
Jocelyn Bluth Jocelyn Bluth's Bear Stearns Experience October 2006 - June 2008
Job HR Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns October 2006 - June 2008
Citigroup May 2002 - March 2006
Credit Suisse First Boston September 1999 - May 2002
Lehman Brothers 1993 - 1999
Skills
Onboarding, Talent Management, Employee Relations, Succession Planning, Talent Acquisition, Change Management, Performance Management, Human Resources, Personnel Management, Coaching, Applicant Tracking..., Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1995 — 2000
MBA, Management
University of Michigan 1989 — 1993
Bachelor of Science (BS), Management
JPMorgan Chase June 2008 - Present
Bear Stearns October 2006 - June 2008
Citigroup May 2002 - March 2006
Credit Suisse First Boston September 1999 - May 2002
Lehman Brothers 1993 - 1999
Skills
Onboarding, Talent Management, Employee Relations, Succession Planning, Talent Acquisition, Change Management, Performance Management, Human Resources, Personnel Management, Coaching, Applicant Tracking..., Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1995 — 2000
MBA, Management
University of Michigan 1989 — 1993
Bachelor of Science (BS), Management
Melissa Cooper Melissa Cooper's Bear Stearns Experience July 2007 - June 2008
Job Director of Events at Major Food Group
Industry Hospitality
Experience
Major Food Group March 2015 - Present
EMM Group January 2014 - February 2015
EMM Group December 2011 - January 2014
EMM Group June 2008 - December 2011
Bear Stearns July 2007 - June 2008
Skills
Event Planning, Event Management, Hospitality, Public Relations, Food & Beverage, Hospitality Industry, Events, Client Relations Skills, Manage Client..., Sales Management, Coordinating Events, Direct Sales, Trade Shows, Social Networking, Corporate Events, Restaurants, Food, Marketing, Events Coordination, Meeting Planning, Social Media Marketing, Wedding Planning, Time Management, Marketing Communications, Restaurant Management, Hospitality Management, Client Relations, Catering, Marketing Strategy, Budgets, Social Media, Entrepreneurship, Advertising, Sponsorship, Customer Service, Entertainment, Menu Development, Sales, Facebook, Hotels
Education
University of Michigan 2003 — 2007
Bachelor's degree, Psychology
Major Food Group March 2015 - Present
EMM Group January 2014 - February 2015
EMM Group December 2011 - January 2014
EMM Group June 2008 - December 2011
Bear Stearns July 2007 - June 2008
Skills
Event Planning, Event Management, Hospitality, Public Relations, Food & Beverage, Hospitality Industry, Events, Client Relations Skills, Manage Client..., Sales Management, Coordinating Events, Direct Sales, Trade Shows, Social Networking, Corporate Events, Restaurants, Food, Marketing, Events Coordination, Meeting Planning, Social Media Marketing, Wedding Planning, Time Management, Marketing Communications, Restaurant Management, Hospitality Management, Client Relations, Catering, Marketing Strategy, Budgets, Social Media, Entrepreneurship, Advertising, Sponsorship, Customer Service, Entertainment, Menu Development, Sales, Facebook, Hotels
Education
University of Michigan 2003 — 2007
Bachelor's degree, Psychology
Rich DiGeronimo Rich DiGeronimo's Bear Stearns Experience June 1999 - July 2000
Job EVP, Product & Strategy at Charter Communications
Industry Telecommunications
Experience
Charter Communications September 2008 - Present
Level 3 Communications August 2000 - September 2008
Bear Stearns June 1999 - July 2000
Skills
Product Management, Strategic Partnerships, Telecommunications, Product Marketing, Go-to-market Strategy, Cross-functional Team..., VoIP, Competitive Analysis, Corporate Development, Wireless, Product Development, Vendor Management, Mergers, Business Development, Strategic Planning, Segmentation, Mergers & Acquisitions, Business Strategy, Corporate Finance, Financial Modeling, Marketing Strategy, Product Launch, Program Management
Education
University of Michigan Business School 1995 — 1999
BBA, Finance & Marketing
University of Michigan 1995 — 1999
BBA, Finance, Marketing, International Business
Charter Communications September 2008 - Present
Level 3 Communications August 2000 - September 2008
Bear Stearns June 1999 - July 2000
Skills
Product Management, Strategic Partnerships, Telecommunications, Product Marketing, Go-to-market Strategy, Cross-functional Team..., VoIP, Competitive Analysis, Corporate Development, Wireless, Product Development, Vendor Management, Mergers, Business Development, Strategic Planning, Segmentation, Mergers & Acquisitions, Business Strategy, Corporate Finance, Financial Modeling, Marketing Strategy, Product Launch, Program Management
Education
University of Michigan Business School 1995 — 1999
BBA, Finance & Marketing
University of Michigan 1995 — 1999
BBA, Finance, Marketing, International Business
Chad L. Strean, CFA Chad L. Strean, CFA's Bear Stearns Experience July 1999 - June 2002
Job Managing Director Babson Capital Management LLC
Industry Investment Management
Experience
Babson Capital Management August 2011 - Present
Wells Fargo June 2002 - August 2011
Bear Stearns July 1999 - June 2002
Arthur Andersen LLP 1994 - 1997
Education
University of Virginia 1990 — 1994
B.S. in Commerce, Finance
University of North Carolina at Chapel Hill 1997 — 1999
M.B.A., Finance
Babson Capital Management August 2011 - Present
Wells Fargo June 2002 - August 2011
Bear Stearns July 1999 - June 2002
Arthur Andersen LLP 1994 - 1997
Education
University of Virginia 1990 — 1994
B.S. in Commerce, Finance
University of North Carolina at Chapel Hill 1997 — 1999
M.B.A., Finance
Jake Raiton Jake Raiton's Bear Stearns Experience 2000 - 2002
Job Managing Director at Capital Pacific
Industry Real Estate
Experience
Capital Pacific November 2014 - Present
Capital Pacific December 2007 - November 2014
Nike 2006 - 2007
Marsh 2002 - 2005
Bear Stearns 2000 - 2002
Skills
Valuation/Financing, Management, Operations, Real Estate, Sales, Risk Management, Valuation, Business Strategy, Strategy, Finance, Banking, Mergers & Acquisitions, Real Estate Transactions, Budgets, Mergers, Insurance, Due Diligence, Financial Analysis, Commercial Real Estate, Leases
Education
University of Michigan 1999 — 2000
Masters Degree, Accounting
University of Michigan 1995 — 1999
Bachelor, Business
Capital Pacific November 2014 - Present
Capital Pacific December 2007 - November 2014
Nike 2006 - 2007
Marsh 2002 - 2005
Bear Stearns 2000 - 2002
Skills
Valuation/Financing, Management, Operations, Real Estate, Sales, Risk Management, Valuation, Business Strategy, Strategy, Finance, Banking, Mergers & Acquisitions, Real Estate Transactions, Budgets, Mergers, Insurance, Due Diligence, Financial Analysis, Commercial Real Estate, Leases
Education
University of Michigan 1999 — 2000
Masters Degree, Accounting
University of Michigan 1995 — 1999
Bachelor, Business
Christopher Esposito's Bear Stearns Experience June 1991 - December 1992
Job CEO / Director at Code 2 Action, Inc.
Industry Investment Management
Experience
Code 2 Action, Inc. September 2012 - Present
Invo Bioscience May 2008 - Present
Lionshare Ventures LLC December 2007 - Present
Barron Chase Securities April 1995 - April 1999
Joseph Charles and Associates 1997 - 1998
Bear Stearns June 1991 - December 1992
Lehman Brothers 1990 - 1991
Skills
Private Placements, Private Equity, Investor Relations, Reverse Mergers, Corporate Development, Funding, IPO, Investments, Mergers, Emerging Markets, Due Diligence, Joint Ventures, Corporate Finance, New Business Development, Valuation, Alternative Investments, Deal Sourcing, Capital Raising, Mergers & Acquisitions, Mobile Marketing
Education
University of Massachusetts Boston 1985 — 1989
bachelors, finance
Pope John XXIII HS 1980 — 1984
HS Diploma
Code 2 Action, Inc. September 2012 - Present
Invo Bioscience May 2008 - Present
Lionshare Ventures LLC December 2007 - Present
Barron Chase Securities April 1995 - April 1999
Joseph Charles and Associates 1997 - 1998
Bear Stearns June 1991 - December 1992
Lehman Brothers 1990 - 1991
Skills
Private Placements, Private Equity, Investor Relations, Reverse Mergers, Corporate Development, Funding, IPO, Investments, Mergers, Emerging Markets, Due Diligence, Joint Ventures, Corporate Finance, New Business Development, Valuation, Alternative Investments, Deal Sourcing, Capital Raising, Mergers & Acquisitions, Mobile Marketing
Education
University of Massachusetts Boston 1985 — 1989
bachelors, finance
Pope John XXIII HS 1980 — 1984
HS Diploma
Leslie Oross Leslie Oross's Bear Stearns Experience 1993 - 2003
Job Auditor at Suplee Clooney & Company
Industry Accounting
Experience
Suplee Clooney & Company September 2007 - Present
Bear Stearns 1993 - 2003
Skills
External Audit, Microsoft Word, Financial Accounting, Internal Controls, US GAAP, Microsoft Excel, Internal Audit, Accounting, Financial Reporting
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Arts (BA), Accounting
Suplee Clooney & Company September 2007 - Present
Bear Stearns 1993 - 2003
Skills
External Audit, Microsoft Word, Financial Accounting, Internal Controls, US GAAP, Microsoft Excel, Internal Audit, Accounting, Financial Reporting
Education
University of Massachusetts, Amherst 1984 — 1988
Bachelor of Arts (BA), Accounting
Jay Budd Jay Budd's Bear Stearns Experience January 1994 - March 2008
Job Managing Director Investments Benjamin F Edwards & Co
Industry Financial Services
Experience
Benjamin F. Edwards & Co. November 2013 - Present
UBS Financial Services March 2008 - October 2013
Bear Stearns January 1994 - March 2008
Skills
Equities, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Series 7, Fixed Income, Capital Markets, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Investment Banking, Emerging Markets, Bloomberg, Investment Management, Mutual Funds, Private Equity, Securities, Investment Advisory, Investments
Education
University of New Hampshire 1980 — 1983
The Lawrenceville School 1976 — 1979
Benjamin F. Edwards & Co. November 2013 - Present
UBS Financial Services March 2008 - October 2013
Bear Stearns January 1994 - March 2008
Skills
Equities, Alternative Investments, Series 63, Hedge Funds, Investment Strategies, Series 7, Fixed Income, Capital Markets, Asset Allocation, Wealth Management, Asset Management, Portfolio Management, Investment Banking, Emerging Markets, Bloomberg, Investment Management, Mutual Funds, Private Equity, Securities, Investment Advisory, Investments
Education
University of New Hampshire 1980 — 1983
The Lawrenceville School 1976 — 1979
Bill Carcache, CFA, CPA Bill Carcache, CFA, CPA's Bear Stearns Experience March 2007 - June 2008
Job Senior Analyst at Nomura Securities
Industry Research
Experience
Nomura Securities August 2011 - Present
Macquarie Securities June 2008 - August 2011
Bear Stearns March 2007 - June 2008
Credit Suisse August 2002 - March 2007
J.P. Morgan June 1999 - August 2002
Skills
Equity Research, Valuation, Accounting, Equities, Financial Modeling, Investments, Corporate Finance, Financial Analysis, Bloomberg, Investment Banking, Equity Valuation, Financial Markets, Emerging Markets, Securities, Portfolio Management, Series 7, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Corporate Finance
Nomura Securities August 2011 - Present
Macquarie Securities June 2008 - August 2011
Bear Stearns March 2007 - June 2008
Credit Suisse August 2002 - March 2007
J.P. Morgan June 1999 - August 2002
Skills
Equity Research, Valuation, Accounting, Equities, Financial Modeling, Investments, Corporate Finance, Financial Analysis, Bloomberg, Investment Banking, Equity Valuation, Financial Markets, Emerging Markets, Securities, Portfolio Management, Series 7, Finance
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA, Corporate Finance
David Peterman David Peterman's Bear Stearns Experience September 2007 - September 2008
Job Sales at III Capital Management/ AVM
Industry Investment Management
Experience
III Capital Management/AVM September 2008 - Present
Bear Stearns September 2007 - September 2008
Bear Stearns September 2005 - September 2007
Credit Suisse September 2003 - September 2005
Skills
Fixed Income, Hedge Funds, Credit Derivatives, Derivatives, CDS, Bonds, Capital Markets, Bloomberg, Trading, Equities, High Yield, Alternative Investments, Emerging Markets, Structured Products, Options
Education
University of Michigan 1999 — 2003
BA, Economics
III Capital Management/AVM September 2008 - Present
Bear Stearns September 2007 - September 2008
Bear Stearns September 2005 - September 2007
Credit Suisse September 2003 - September 2005
Skills
Fixed Income, Hedge Funds, Credit Derivatives, Derivatives, CDS, Bonds, Capital Markets, Bloomberg, Trading, Equities, High Yield, Alternative Investments, Emerging Markets, Structured Products, Options
Education
University of Michigan 1999 — 2003
BA, Economics
William Metz William Metz's Bear Stearns Experience October 1982 - May 1985
Job Sr. Investment Executive at Feltl and Company
Industry Financial Services
Experience
Feltl and Company November 2012 - Present
Advanced Equities May 2005 - November 2012
Lehman Brothers January 2000 - May 2005
Cowen and Company January 1990 - January 2000
Hambrecht & Quist December 1987 - January 1990
Oppenheimer & Co. May 1985 - December 1987
Bear Stearns October 1982 - May 1985
Various Financial Firms May 1975 - October 1982
Skills
Securities, Due Diligence, Financial Services, Capital Markets, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Valuation, FINRA
Education
University of Missouri-Columbia 1969 — 1974
BA, MS, History, Geography
Feltl and Company November 2012 - Present
Advanced Equities May 2005 - November 2012
Lehman Brothers January 2000 - May 2005
Cowen and Company January 1990 - January 2000
Hambrecht & Quist December 1987 - January 1990
Oppenheimer & Co. May 1985 - December 1987
Bear Stearns October 1982 - May 1985
Various Financial Firms May 1975 - October 1982
Skills
Securities, Due Diligence, Financial Services, Capital Markets, Asset Allocation, Fixed Income, Mutual Funds, Investment Strategies, Valuation, FINRA
Education
University of Missouri-Columbia 1969 — 1974
BA, MS, History, Geography
Erik Friedman Erik Friedman's Bear Stearns Experience 2000 - 2008
Job CoFounder and Managing Partner at GFG Alternative Investments
Industry Investment Management
Experience
GFG Alternative Investments February 2010 - Present
JPMorgan 2008 - 2010
Bear Stearns 2000 - 2008
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance
GFG Alternative Investments February 2010 - Present
JPMorgan 2008 - 2010
Bear Stearns 2000 - 2008
Education
University of Michigan - Stephen M. Ross School of Business 1990 — 1994
BBA, Finance
Brent Cunningham Brent Cunningham's Bear Stearns Experience 2001 - 2004
Job Managing Director at Jefferies
Industry Investment Banking
Experience
Jefferies 2015 - Present
Sagent Advisors 2004 - 2015
Bear Stearns 2001 - 2004
National Semiconductor 1996 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA
University of Rhode Island 1992 — 1996
BS, Engineering
Jefferies 2015 - Present
Sagent Advisors 2004 - 2015
Bear Stearns 2001 - 2004
National Semiconductor 1996 - 1999
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA
University of Rhode Island 1992 — 1996
BS, Engineering
Jack DeCamp, CFA Jack DeCamp, CFA's Bear Stearns Experience June 2005 - August 2005
Job FX Vol Trader at Hutchin Hill Capital
Industry Capital Markets
Experience
Hutchin Hill Capital March 2015 - Present
Credit Suisse June 2009 - March 2015
Royal Bank of Scotland Group July 2006 - June 2009
Bear Stearns June 2005 - August 2005
Skills
Options, Capital Markets, FX Options, Investment Banking, Bloomberg, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2006
MA, Accountancy
University of Michigan 2002 — 2005
BA, Economics
Hutchin Hill Capital March 2015 - Present
Credit Suisse June 2009 - March 2015
Royal Bank of Scotland Group July 2006 - June 2009
Bear Stearns June 2005 - August 2005
Skills
Options, Capital Markets, FX Options, Investment Banking, Bloomberg, Fixed Income
Education
University of Michigan - Stephen M. Ross School of Business 2005 — 2006
MA, Accountancy
University of Michigan 2002 — 2005
BA, Economics
Michael Culhane's Bear Stearns Experience March 1995 - December 1997
Job Project Engineer
Industry Construction
Experience
Clune Construction May 2011 - Present
CME Group January 1998 - 2011
Bear Stearns March 1995 - December 1997
Skills
Trading, Commodity, Options, Derivatives, Valuation, Technical Analysis, Strategic Planning, Securities, Private Equity, Portfolio Management, Investments, Alternative Investments, Asset Management, Bonds
Education
University of Minnesota Duluth 1988 — 1992
B.A., Communications, Advertising
Clune Construction May 2011 - Present
CME Group January 1998 - 2011
Bear Stearns March 1995 - December 1997
Skills
Trading, Commodity, Options, Derivatives, Valuation, Technical Analysis, Strategic Planning, Securities, Private Equity, Portfolio Management, Investments, Alternative Investments, Asset Management, Bonds
Education
University of Minnesota Duluth 1988 — 1992
B.A., Communications, Advertising
Mark Hellwig Mark Hellwig's Bear Stearns Experience 1994 - 1995
Job Director at Stan Johnson Company
Industry Commercial Real Estate
Experience
Stan Johnson Company 2014 - Present
Marcus & Millichap 2008 - 2013
CB Richard Ellis 2000 - 2007
Cushman & Wakefield 1996 - 2000
Grubb & Ellis 1995 - 1996
Bear Stearns 1994 - 1995
Skills
Investments, Loans, Mortgage Lending, Commercial Mortgages, Financial Services, Investment Sales, Disposition, Brokerage, Corporate Real Estate, Commercial Real Estate, Real Estate Transactions, Valuation, Asset Management, Due Diligence, Sales, Real Estate
Education
University of Missouri-Columbia
MBA, Finance
University of Missouri-Columbia School of Law
JD, Business Law
University of Missouri-Saint Louis
B.S., Finance
Stan Johnson Company 2014 - Present
Marcus & Millichap 2008 - 2013
CB Richard Ellis 2000 - 2007
Cushman & Wakefield 1996 - 2000
Grubb & Ellis 1995 - 1996
Bear Stearns 1994 - 1995
Skills
Investments, Loans, Mortgage Lending, Commercial Mortgages, Financial Services, Investment Sales, Disposition, Brokerage, Corporate Real Estate, Commercial Real Estate, Real Estate Transactions, Valuation, Asset Management, Due Diligence, Sales, Real Estate
Education
University of Missouri-Columbia
MBA, Finance
University of Missouri-Columbia School of Law
JD, Business Law
University of Missouri-Saint Louis
B.S., Finance
Jay Maronilla Jay Maronilla's Bear Stearns Experience August 2001 - December 2002
Job Sr Analyst Treasury Securitization at GE Synchrony Financial
Industry Financial Services
Experience
GE Synchrony Financial January 2011 - Present
GE Restructuring Operations May 2009 - January 2011
GE Money July 2007 - May 2009
GE Capital Solutions March 2006 - July 2007
Mediacom Communications Corp May 2003 - March 2006
Bear Stearns August 2001 - December 2002
Bear Stearns May 2000 - August 2000
Minipa Industria August 1998 - June 1999
Ernst & Young LLP August 1995 - July 1998
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, Strategy, Accounting
University of Pennsylvania - The Wharton School 1983 — 1987
Bachelor’s Degree, BS Economics
GE Synchrony Financial January 2011 - Present
GE Restructuring Operations May 2009 - January 2011
GE Money July 2007 - May 2009
GE Capital Solutions March 2006 - July 2007
Mediacom Communications Corp May 2003 - March 2006
Bear Stearns August 2001 - December 2002
Bear Stearns May 2000 - August 2000
Minipa Industria August 1998 - June 1999
Ernst & Young LLP August 1995 - July 1998
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
Master of Business Administration (M.B.A.), Finance, Strategy, Accounting
University of Pennsylvania - The Wharton School 1983 — 1987
Bachelor’s Degree, BS Economics
Erik Peter, CFA Erik Peter, CFA's Bear Stearns Experience November 1995 - February 1996
Job Executive Director at SMBC Nikko Securities Inc.
Industry Investment Banking
Experience
SMBC Nikko Securities Inc. August 2015 - Present
Mizuho Securities USA Inc. June 2013 - August 2015
UBS Investment Bank September 2000 - May 2013
Merrill Lynch March 1996 - September 2000
Bear Stearns November 1995 - February 1996
Nomura Securities April 1993 - November 1995
Discount Corporation of New York 1984 - 1993
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
SMBC Nikko Securities Inc. August 2015 - Present
Mizuho Securities USA Inc. June 2013 - August 2015
UBS Investment Bank September 2000 - May 2013
Merrill Lynch March 1996 - September 2000
Bear Stearns November 1995 - February 1996
Nomura Securities April 1993 - November 1995
Discount Corporation of New York 1984 - 1993
Education
University of Minnesota - Carlson School of Management
Master of Business Administration (MBA), Finance
Meghan Guittarr Nichols's Bear Stearns Experience April 2003 - September 2006
Job Real Estate Sales
Industry Real Estate
Experience
Coldwell Banker Residential Brokerage September 2002 - February 2013
Bear Stearns April 2003 - September 2006
Robertson Stephens September 1999 - July 2002
State Street 1997 - 1999
Skills
Selling, Sellers, Contract Negotiation, Real Estate, Buyer Representation
Education
University of New Hampshire 1992 — 1996
BA, Business/Corporate Communications
Hamilton-Wenham Regional HS 1988 — 1992
Coldwell Banker Residential Brokerage September 2002 - February 2013
Bear Stearns April 2003 - September 2006
Robertson Stephens September 1999 - July 2002
State Street 1997 - 1999
Skills
Selling, Sellers, Contract Negotiation, Real Estate, Buyer Representation
Education
University of New Hampshire 1992 — 1996
BA, Business/Corporate Communications
Hamilton-Wenham Regional HS 1988 — 1992
Vishal Rungta Vishal Rungta's Bear Stearns Experience June 2007 - August 2007
Job Chief Operating Officer at PalmStar Media
Industry Entertainment
Experience
Natural Health Mall July 2013 - Present
PalmStar Media October 2014 - Present
Handstand Innovations January 2012 - Present
Echoing Green September 2011 - December 2014
PenLife Media October 2012 - October 2014
Google September 2012 - November 2013
TPG Growth August 2010 - July 2012
Moelis & Company August 2008 - July 2010
Bear Stearns June 2007 - August 2007
Skills
LBO, Private Equity, Valuation, Financial Modeling, Investment Banking, M&A experience, Due Diligence, Capital Markets, Strategic Consulting, Internet, Technology, Business Strategy, Film Production, Investments, Restructuring, Portfolio Management, Equities, Strategy, Mergers & Acquisitions, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA, Finance & Accounting, Cumulative GPA: 3.8/4.0
University of Michigan 2004 — 2006
BBA, Biopsychology
Natural Health Mall July 2013 - Present
PalmStar Media October 2014 - Present
Handstand Innovations January 2012 - Present
Echoing Green September 2011 - December 2014
PenLife Media October 2012 - October 2014
Google September 2012 - November 2013
TPG Growth August 2010 - July 2012
Moelis & Company August 2008 - July 2010
Bear Stearns June 2007 - August 2007
Skills
LBO, Private Equity, Valuation, Financial Modeling, Investment Banking, M&A experience, Due Diligence, Capital Markets, Strategic Consulting, Internet, Technology, Business Strategy, Film Production, Investments, Restructuring, Portfolio Management, Equities, Strategy, Mergers & Acquisitions, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
BBA, Finance & Accounting, Cumulative GPA: 3.8/4.0
University of Michigan 2004 — 2006
BBA, Biopsychology
Matt Mahmood's Bear Stearns Experience January 1995 - November 1996
Job Managing Director at Proplast Group
Industry Plastics
Experience
Proplast Group LLC May 2015 - Present
Thermotech, Inc. December 2007 - April 2015
Pioneer Plastics, Inc April 2002 - January 2015
Circata Corporation August 1999 - November 2003
American Express Financial Advisors July 1996 - February 2000
Bear Stearns January 1995 - November 1996
Salomon Smith Barney January 1993 - December 1995
Skills
Manufacturing, Executive Management, P&L Management, Operational Turnaround, Turnaround Specialist, Distressed M&A, Mergers, Turn Around Management, Strategic Planning, Manufacturing Operations, Global Strategy, Continuous Improvement, Change Management, Operations Management, Marketing Strategy, Corporate Finance, Molding, Supply Chain Management, Analysis, Operational Excellence, Process Improvement, Start-ups, Business Strategy, Negotiation, Supply Chain, International Business, Strategic Partnerships, Investments, Planning, Cost Reduction, Customer Relations, Contract Negotiation, Mentoring, Business Management, IT Strategy, Tax, Company Acquisitions, Global Operations, Internationalization, International..., Strategic Thinking, Joint Ventures, Investment Banking, Investment Strategies, Financial Modeling, Financial Accounting, Financial Analysis, Foreign Investment, Business Development, Management
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA - magna cum laude, Strategy & Operations
Proplast Group LLC May 2015 - Present
Thermotech, Inc. December 2007 - April 2015
Pioneer Plastics, Inc April 2002 - January 2015
Circata Corporation August 1999 - November 2003
American Express Financial Advisors July 1996 - February 2000
Bear Stearns January 1995 - November 1996
Salomon Smith Barney January 1993 - December 1995
Skills
Manufacturing, Executive Management, P&L Management, Operational Turnaround, Turnaround Specialist, Distressed M&A, Mergers, Turn Around Management, Strategic Planning, Manufacturing Operations, Global Strategy, Continuous Improvement, Change Management, Operations Management, Marketing Strategy, Corporate Finance, Molding, Supply Chain Management, Analysis, Operational Excellence, Process Improvement, Start-ups, Business Strategy, Negotiation, Supply Chain, International Business, Strategic Partnerships, Investments, Planning, Cost Reduction, Customer Relations, Contract Negotiation, Mentoring, Business Management, IT Strategy, Tax, Company Acquisitions, Global Operations, Internationalization, International..., Strategic Thinking, Joint Ventures, Investment Banking, Investment Strategies, Financial Modeling, Financial Accounting, Financial Analysis, Foreign Investment, Business Development, Management
Education
University of Minnesota - Carlson School of Management 2004 — 2006
MBA - magna cum laude, Strategy & Operations
Adam Gross's Bear Stearns Experience March 2004 - June 2007
Job Vice President, Investment Banking at Barclays
Industry Financial Services
Experience
Barclays March 2013 - Present
Barclays Capital August 2009 - February 2013
The Wharton School, University of Pennsylvania September 2007 - August 2009
Bear Stearns March 2004 - June 2007
Accenture July 2001 - March 2004
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Private Equity, Equities, Due Diligence, Financial Analysis, Mergers, Fixed Income, LBO, Finance, Strategy, M, Leveraged Finance, Credit Analysis, Management Consulting
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Michigan 1997 — 2001
BA with High Distinction
Barclays March 2013 - Present
Barclays Capital August 2009 - February 2013
The Wharton School, University of Pennsylvania September 2007 - August 2009
Bear Stearns March 2004 - June 2007
Accenture July 2001 - March 2004
Skills
Investment Banking, Financial Modeling, Valuation, Corporate Finance, Capital Markets, Private Equity, Equities, Due Diligence, Financial Analysis, Mergers, Fixed Income, LBO, Finance, Strategy, M, Leveraged Finance, Credit Analysis, Management Consulting
Education
University of Pennsylvania - The Wharton School 2007 — 2009
MBA, Finance
University of Michigan 1997 — 2001
BA with High Distinction
Olga Freidzon, CFA's Bear Stearns Experience 1999 - 2001
Job Director at Berkeley Research Group LLC
Industry Investment Banking
Experience
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group 2009 - May 2015
Cambridge International Partners Inc. 2007 - 2008
Freeman & Co. LLC 2003 - 2007
Putnam Lovell 2001 - 2002
Bear Stearns 1999 - 2001
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Capital Markets, Hedge Funds, Financial Modeling, Restructuring, Asset Management, Financial Analysis, Investments, Due Diligence, Alternative Investments, Mergers & Acquisitions, Business Valuation, Debt Restructuring, Finance, Financial Services, Asset Managment, Mergers, Portfolio Management, Equity Research, Fixed Income, Series 7, M&A experience, Credit Analysis, Private Placements, High Yield, Corporate Development, Securities, Investor Relations, Leveraged Finance, Venture Capital, DCF, Equity Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1998
BS, Business Administration
Berkeley Research Group LLC June 2015 - Present
Capstone Advisory Group 2009 - May 2015
Cambridge International Partners Inc. 2007 - 2008
Freeman & Co. LLC 2003 - 2007
Putnam Lovell 2001 - 2002
Bear Stearns 1999 - 2001
Skills
Investment Banking, Valuation, Private Equity, Corporate Finance, Capital Markets, Hedge Funds, Financial Modeling, Restructuring, Asset Management, Financial Analysis, Investments, Due Diligence, Alternative Investments, Mergers & Acquisitions, Business Valuation, Debt Restructuring, Finance, Financial Services, Asset Managment, Mergers, Portfolio Management, Equity Research, Fixed Income, Series 7, M&A experience, Credit Analysis, Private Placements, High Yield, Corporate Development, Securities, Investor Relations, Leveraged Finance, Venture Capital, DCF, Equity Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1995 — 1998
BS, Business Administration
Neil Silverman's Bear Stearns Experience April 2007 - June 2008
Job Consulting Associate at Summit Strategies
Industry Financial Services
Experience
Summit Strategies Group January 2015 - Present
Mercer May 2012 - January 2015
W.E. Capital Management December 2009 - April 2012
Bear Stearns April 2007 - June 2008
Hain Capital May 2006 - August 2006
Education
University of Michigan 2001 — 2005
BA
Summit Strategies Group January 2015 - Present
Mercer May 2012 - January 2015
W.E. Capital Management December 2009 - April 2012
Bear Stearns April 2007 - June 2008
Hain Capital May 2006 - August 2006
Education
University of Michigan 2001 — 2005
BA
Claude Seide's Bear Stearns Experience August 2001 - September 2005
Job Director Agency Trading & Underwriting
Industry Financial Services
Experience
Stifel Financial Corp. April 2014 - Present
Stifel Financial Corp. March 2012 - March 2014
FHLB Office of Finance December 2006 - April 2012
Wells Fargo Bank November 2005 - December 2006
Bear Stearns August 2001 - September 2005
Education
University of Massachusetts, Amherst 1994 — 1999
University of Massachusetts, Amherst
BS, Economics
Stifel Financial Corp. April 2014 - Present
Stifel Financial Corp. March 2012 - March 2014
FHLB Office of Finance December 2006 - April 2012
Wells Fargo Bank November 2005 - December 2006
Bear Stearns August 2001 - September 2005
Education
University of Massachusetts, Amherst 1994 — 1999
University of Massachusetts, Amherst
BS, Economics
Neelesh Khadse's Bear Stearns Experience June 2006 - February 2008
Job IT Professional
Industry Information Technology and Services
Experience
Fidelity Capital Markets February 2012 - December 2012
J.P. Morgan September 2008 - December 2011
Bear Stearns June 2006 - February 2008
PNC August 2004 - June 2006
Polaris Software Labs Ltd. December 2001 - August 2004
Education
University of Mumbai 1997 — 2001
Bachelor of Engineering, Computer Science
Fidelity Capital Markets February 2012 - December 2012
J.P. Morgan September 2008 - December 2011
Bear Stearns June 2006 - February 2008
PNC August 2004 - June 2006
Polaris Software Labs Ltd. December 2001 - August 2004
Education
University of Mumbai 1997 — 2001
Bachelor of Engineering, Computer Science
Hans Zandhuis's Bear Stearns Experience April 1997 - November 1999
Job SVP, Business and Corporate Development at Credit Services Corp
Industry Financial Services
Experience
Credit Services Corp January 2014 - Present
Path-2 Ventures August 2008 - January 2014
Moneta May 2007 - August 2008
Bank of America 2002 - 2007
Bank of America 2002 - 2007
Fidelity Ventures November 1999 - August 2002
Bear Stearns April 1997 - November 1999
Deloitte & Touche Consulting Group March 1995 - April 1998
Kidder Peabody October 1993 - March 1995
Skills
Mergers, Business Strategy, Product Management, Contract Negotiations, Payments, New Business Development, Entrepreneur, Mobile Payments, Strategic Planning, Start-ups, Debit Cards, Strategic Partnerships, Strategy Development, Product Development, Product Strategy, Banking, Strategy, Business Process..., Executive Management, Mergers & Acquisitions, Credit Cards, Risk Management
Education
University of Michigan 1986 — 1990
Economics
Taylor Allderdice
Credit Services Corp January 2014 - Present
Path-2 Ventures August 2008 - January 2014
Moneta May 2007 - August 2008
Bank of America 2002 - 2007
Bank of America 2002 - 2007
Fidelity Ventures November 1999 - August 2002
Bear Stearns April 1997 - November 1999
Deloitte & Touche Consulting Group March 1995 - April 1998
Kidder Peabody October 1993 - March 1995
Skills
Mergers, Business Strategy, Product Management, Contract Negotiations, Payments, New Business Development, Entrepreneur, Mobile Payments, Strategic Planning, Start-ups, Debit Cards, Strategic Partnerships, Strategy Development, Product Development, Product Strategy, Banking, Strategy, Business Process..., Executive Management, Mergers & Acquisitions, Credit Cards, Risk Management
Education
University of Michigan 1986 — 1990
Economics
Taylor Allderdice
Adam Wasserman's Bear Stearns Experience May 1996 - February 2005
Job Vice President at Citigroup
Industry Financial Services
Experience
Citigroup June 2008 - Present
UBS May 2006 - November 2007
Lehman Brothers February 2005 - April 2006
Bear Stearns May 1996 - February 2005
Sakura Global Capital July 1994 - May 1996
Mint Investments March 1987 - July 1994
Singer-Kearfott January 1985 - March 1987
Skills
Perl, Ruby, OOAD, UML, Boost, Sybase, C++, Electronic Trading, Trading Systems, Fixed Income, Equity Trading, Credit Derivatives
Education
University of Michigan 1981 — 1984
BS, Electrical & Computer Engineering
Citigroup June 2008 - Present
UBS May 2006 - November 2007
Lehman Brothers February 2005 - April 2006
Bear Stearns May 1996 - February 2005
Sakura Global Capital July 1994 - May 1996
Mint Investments March 1987 - July 1994
Singer-Kearfott January 1985 - March 1987
Skills
Perl, Ruby, OOAD, UML, Boost, Sybase, C++, Electronic Trading, Trading Systems, Fixed Income, Equity Trading, Credit Derivatives
Education
University of Michigan 1981 — 1984
BS, Electrical & Computer Engineering
Stan Koss's Bear Stearns Experience 1999 - 2001
Job Partner at TTK Partners, LLC
Industry Financial Services
Experience
TTK Partners, LLC September 2015 - Present
Loop Capital Markets LLC January 2013 - September 2015
TTK Partners, LLC 2003 - January 2013
Bear Stearns 1999 - 2001
CIBC Oppenheimer 1997 - 1999
Bankers Trust 1995 - 1997
The Chicago Corporation 1993 - 1995
Education
University of Michigan-Dearborn 1988 — 1992
Bachelor's degree
TTK Partners, LLC September 2015 - Present
Loop Capital Markets LLC January 2013 - September 2015
TTK Partners, LLC 2003 - January 2013
Bear Stearns 1999 - 2001
CIBC Oppenheimer 1997 - 1999
Bankers Trust 1995 - 1997
The Chicago Corporation 1993 - 1995
Education
University of Michigan-Dearborn 1988 — 1992
Bachelor's degree
Paul Feschuk's Bear Stearns Experience 2005 - 2007
Job Capital Markets Professional
Industry Capital Markets
Experience
Bear Stearns 2005 - 2007
Cantor Fitzgerald 2002 - 2003
Cantor Fitzgerald, UK 2001 - 2002
Skills
FX, Derivatives, Options, Capital Markets, Prime Brokerage, Financial Markets, Trading, Hedge Funds, Commodities, Securities, Client Services
Education
University of Michigan
Bear Stearns 2005 - 2007
Cantor Fitzgerald 2002 - 2003
Cantor Fitzgerald, UK 2001 - 2002
Skills
FX, Derivatives, Options, Capital Markets, Prime Brokerage, Financial Markets, Trading, Hedge Funds, Commodities, Securities, Client Services
Education
University of Michigan
Nobuyuki Sato, CPA, MBA's Bear Stearns Experience May 2000 - August 2000
Job Tax Manager at Marks Paneth & Shron LLP
Industry Accounting
Experience
Marks Paneth & Shron LLP January 2012 - Present
L.H. Frishkoff & Co. LLP February 2010 - December 2011
Eisner LLP January 2009 - February 2010
Deloitte August 2001 - December 2008
Bear Stearns May 2000 - August 2000
Skills
Tax Returns, Tax Law, Tax Accounting, International Tax, Tax Advisory, Corporate Tax, Sales Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Fiance/Accounting
Marks Paneth & Shron LLP January 2012 - Present
L.H. Frishkoff & Co. LLP February 2010 - December 2011
Eisner LLP January 2009 - February 2010
Deloitte August 2001 - December 2008
Bear Stearns May 2000 - August 2000
Skills
Tax Returns, Tax Law, Tax Accounting, International Tax, Tax Advisory, Corporate Tax, Sales Tax
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1999 — 2001
MBA, Fiance/Accounting
Rob Weisenfeld's Bear Stearns Experience June 2007 - August 2007
Job Senior Research Analyst at Longbow Capital Partners LP
Industry Investment Management
Experience
Crown Capital Partners July 2014 - Present
Longbow Capital Partners LP March 2013 - July 2014
Clean Value Partners June 2008 - March 2013
Bear Stearns June 2007 - August 2007
Skills
Hedge Funds, Investment Banking, Buy-side, Fundamental Analysis, Equity Valuation, Bloomberg, Financial Modeling, Valuation, Equities, Corporate Finance, Investments, Financial Analysis, Equity Research, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2007
BBA, Accounting and Finance
Horace Greeley High School 2000 — 2004
Crown Capital Partners July 2014 - Present
Longbow Capital Partners LP March 2013 - July 2014
Clean Value Partners June 2008 - March 2013
Bear Stearns June 2007 - August 2007
Skills
Hedge Funds, Investment Banking, Buy-side, Fundamental Analysis, Equity Valuation, Bloomberg, Financial Modeling, Valuation, Equities, Corporate Finance, Investments, Financial Analysis, Equity Research, Alternative Investments
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2007
BBA, Accounting and Finance
Horace Greeley High School 2000 — 2004
Shane Klein's Bear Stearns Experience September 1996 - August 1999
Job Executive Director at Sumitomo Mitsui Banking Corporation
Industry Banking
Experience
Sumitomo Mitsui Banking Corporation July 2013 - Present
Lloyds TSB November 2008 - July 2013
Fortis Capital Corp. December 2005 - November 2008
Societe Generale August 1999 - December 2005
Bear Stearns September 1996 - August 1999
PaineWebber September 1995 - September 1996
Skills
Fixed Income, Portfolio Management, Asset Managment, Private Equity, Credit Risk, Equities, Banking, Financial Institutions, Capital Markets, Structured Products, Financial Structuring, Derivatives, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
Sumitomo Mitsui Banking Corporation July 2013 - Present
Lloyds TSB November 2008 - July 2013
Fortis Capital Corp. December 2005 - November 2008
Societe Generale August 1999 - December 2005
Bear Stearns September 1996 - August 1999
PaineWebber September 1995 - September 1996
Skills
Fixed Income, Portfolio Management, Asset Managment, Private Equity, Credit Risk, Equities, Banking, Financial Institutions, Capital Markets, Structured Products, Financial Structuring, Derivatives, Financial Risk
Education
New York University - Leonard N. Stern School of Business 2001 — 2004
MBA, Finance
University of North Carolina at Chapel Hill 1991 — 1995
BA, Economics
Hans Nelson's Bear Stearns Experience 1994 - 2001
Job futures sales at RBC Capital Markets LLC
Industry Financial Services
Experience
RBC Capital Markets February 2008 - Present
RJ O'Brien 2006 - 2008
Cantor Fitzgerald 2004 - 2006
Prudential Bache Commodities LLC 2001 - 2004
Bear Stearns 1994 - 2001
Skills
trade execution, electronic trade..., clearing sales, futures trading, Managed Futures, Equity Trading, Direct Marketing, Sales Presentations, basis trading, index arb, Electronic Trading, Trading Systems, Futures Trading, Trading, Bloomberg, Long-term Customer..., Capital Markets, Middle Office, Commodity, Derivatives, Options, Hedge Funds, Financial Markets, Fixed Income, Equities, Portfolio Management, Alternative Investments
Education
University of Michigan 1984 — 1989
English and Economics, double major
Chicago Mercantile Exchange
RBC Capital Markets February 2008 - Present
RJ O'Brien 2006 - 2008
Cantor Fitzgerald 2004 - 2006
Prudential Bache Commodities LLC 2001 - 2004
Bear Stearns 1994 - 2001
Skills
trade execution, electronic trade..., clearing sales, futures trading, Managed Futures, Equity Trading, Direct Marketing, Sales Presentations, basis trading, index arb, Electronic Trading, Trading Systems, Futures Trading, Trading, Bloomberg, Long-term Customer..., Capital Markets, Middle Office, Commodity, Derivatives, Options, Hedge Funds, Financial Markets, Fixed Income, Equities, Portfolio Management, Alternative Investments
Education
University of Michigan 1984 — 1989
English and Economics, double major
Chicago Mercantile Exchange
William Goldsmith's Bear Stearns Experience June 2007 - June 2008
Job Director at Credit Suisse
Industry Commercial Real Estate
Experience
Credit Suisse December 2013 - Present
Credit Suisse September 2012 - December 2013
JP Morgan June 2008 - September 2012
Bear Stearns June 2007 - June 2008
Ernst & Young June 2005 - May 2007
Skills
Fixed Income, Structured Products, Capital Markets, Valuation, CMBS, Structured Finance, Credit Derivatives, Bonds, Bloomberg, Asset Management, Derivatives, Due Diligence, Financial Modeling, Investment Banking, Hedge Funds, Trading
Education
University of Michigan 2001 — 2004
BSE in Engineering, Industrial and Operations Engineering
Credit Suisse December 2013 - Present
Credit Suisse September 2012 - December 2013
JP Morgan June 2008 - September 2012
Bear Stearns June 2007 - June 2008
Ernst & Young June 2005 - May 2007
Skills
Fixed Income, Structured Products, Capital Markets, Valuation, CMBS, Structured Finance, Credit Derivatives, Bonds, Bloomberg, Asset Management, Derivatives, Due Diligence, Financial Modeling, Investment Banking, Hedge Funds, Trading
Education
University of Michigan 2001 — 2004
BSE in Engineering, Industrial and Operations Engineering
Robert G Routh, CPA's Bear Stearns Experience 1994 - 1999
Job Managing Director at FBN Securities Inc.
Industry Financial Services
Experience
FBN Securities Inc. February 2015 - Present
National Alliance Capital Markets April 2013 - February 2014
Phoenix Partners Group 2010 - October 2012
Wedge Partners 2008 - 2010
Ankh Investments of Florida, LLC March 2007 - August 2008
Jefferies & Company July 2004 - March 2007
Natexis Bleichroeder 2001 - 2004
Ladenburg Thalmann 1999 - 2001
Bear Stearns 1994 - 1999
Arthur Andersen May 1994 - October 1995
Skills
Equities, Asset Management, Equity Research, Investments, Banking, Capital Markets, Asset Managment, Strategy, Hedge Funds, Trading, Bloomberg, Private Equity, Valuation, Alternative Investments, Investment Banking, Fixed Income, Financial Modeling, Corporate Finance, Derivatives, Securities, Series 7, Series 63
Education
University of North Carolina at Chapel Hill 1989 — 1994
BSBA/ MAC, Business, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1994
Bachelor of Science (BS), Business Administration and Management, General
FBN Securities Inc. February 2015 - Present
National Alliance Capital Markets April 2013 - February 2014
Phoenix Partners Group 2010 - October 2012
Wedge Partners 2008 - 2010
Ankh Investments of Florida, LLC March 2007 - August 2008
Jefferies & Company July 2004 - March 2007
Natexis Bleichroeder 2001 - 2004
Ladenburg Thalmann 1999 - 2001
Bear Stearns 1994 - 1999
Arthur Andersen May 1994 - October 1995
Skills
Equities, Asset Management, Equity Research, Investments, Banking, Capital Markets, Asset Managment, Strategy, Hedge Funds, Trading, Bloomberg, Private Equity, Valuation, Alternative Investments, Investment Banking, Fixed Income, Financial Modeling, Corporate Finance, Derivatives, Securities, Series 7, Series 63
Education
University of North Carolina at Chapel Hill 1989 — 1994
BSBA/ MAC, Business, Accounting
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1989 — 1994
Bachelor of Science (BS), Business Administration and Management, General
Kate M. Kresky's Bear Stearns Experience 2004 - 2006
Job Business Development / Investor Relations
Industry Financial Services
Experience
Mason Capital 2013 - Present
Blue Wolf Capital 2009 - 2012
Spire Capital Partners 2006 - 2009
Bear Stearns 2004 - 2006
Skills
Private Equity, Investments, Investment Banking, Mergers, Due Diligence, Investor Relations, Marketing, Strategy Specialist, Business Development, Hedge Funds, Capital, Mergers & Acquisitions, Capital Markets, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, Accounting
Mason Capital 2013 - Present
Blue Wolf Capital 2009 - 2012
Spire Capital Partners 2006 - 2009
Bear Stearns 2004 - 2006
Skills
Private Equity, Investments, Investment Banking, Mergers, Due Diligence, Investor Relations, Marketing, Strategy Specialist, Business Development, Hedge Funds, Capital, Mergers & Acquisitions, Capital Markets, Venture Capital
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2004
Bachelor of Business Administration (BBA), Finance, Accounting
Kari LeBlancq's Bear Stearns Experience June 2007 - May 2008
Job Senior Marketing Analyst, Diabetes Care at BD
Industry Medical Devices
Experience
BD July 2015 - Present
BD June 2014 - August 2014
JPMorgan Chase February 2013 - June 2013
JPMorgan Chase June 2008 - January 2013
Bear Stearns June 2007 - May 2008
Skills
Leadership, Management, Fixed Income, Bloomberg, Financial Services, Strategic Planning, Research, Accounting, Data Analysis, Public Speaking, Strategy, Marketing, Microsoft Excel, Project Management, Analysis, Systems Analysis, Communication Skills, Internal Communications
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Healthcare, Marketing
University of Notre Dame 2003 — 2007
Bachelor of Science (BS), Science-Business
BD July 2015 - Present
BD June 2014 - August 2014
JPMorgan Chase February 2013 - June 2013
JPMorgan Chase June 2008 - January 2013
Bear Stearns June 2007 - May 2008
Skills
Leadership, Management, Fixed Income, Bloomberg, Financial Services, Strategic Planning, Research, Accounting, Data Analysis, Public Speaking, Strategy, Marketing, Microsoft Excel, Project Management, Analysis, Systems Analysis, Communication Skills, Internal Communications
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA), Healthcare, Marketing
University of Notre Dame 2003 — 2007
Bachelor of Science (BS), Science-Business
Swapnil Kulkarni's Bear Stearns Experience August 2006 - May 2008
Job Vice President at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan May 2008 - Present
Bear Stearns August 2006 - May 2008
Credit Suisse September 2005 - August 2006
UBS March 2005 - September 2005
GE Energy 2003 - 2004
Citicorp Overseas Software Limited 2000 - 2003
Mastek Ltd 2000 - 2000
Neuman Software Consultancy 1998 - 2000
Education
CDAC
K.J.Somaiya Polytechnic
Diploma in Mech Engg, Mechanical Engineering
University of Mumbai
XLRI Jamshedpur
PGCBM, Business Management
JP Morgan May 2008 - Present
Bear Stearns August 2006 - May 2008
Credit Suisse September 2005 - August 2006
UBS March 2005 - September 2005
GE Energy 2003 - 2004
Citicorp Overseas Software Limited 2000 - 2003
Mastek Ltd 2000 - 2000
Neuman Software Consultancy 1998 - 2000
Education
CDAC
K.J.Somaiya Polytechnic
Diploma in Mech Engg, Mechanical Engineering
University of Mumbai
XLRI Jamshedpur
PGCBM, Business Management
Carolyn Markowski's Bear Stearns Experience July 1991 - February 2009
Job Proposal Manager at Worldwide Clinical Trials, Inc.
Industry Pharmaceuticals
Experience
Worldwide Clinical Trials, Inc. February 2013 - Present
Worldwide Clinical Trials, Inc. June 2012 - February 2013
PPD October 2011 - June 2012
PPD May 2010 - September 2011
JP Morgan June 2008 - February 2009
Bear Stearns July 1991 - February 2009
CorEast Federal Savings Bank July 1990 - July 1991
BDO Seidman, LLP September 1988 - June 1990
Skills
Analysis, Auditing, Financial Analysis, Excel, Budgeting, Compliance, Risk Management, Customer Relations, Word, Process Improvement, Microsoft Office, Outlook, Internal Audit, Problem Solving, Banking, Contract Management, Mentoring, Microsoft Excel, Budgets
Education
Cape Fear Community College 2010 — 2010
Certificate, Clinical Research Overview
University of North Carolina at Wilmington 2009 — 2009
Certificate in Business Administration
University of Richmond 1984 — 1988
BSBA, Accounting
Simsbury High School 1980 — 1984
diploma
Worldwide Clinical Trials, Inc. February 2013 - Present
Worldwide Clinical Trials, Inc. June 2012 - February 2013
PPD October 2011 - June 2012
PPD May 2010 - September 2011
JP Morgan June 2008 - February 2009
Bear Stearns July 1991 - February 2009
CorEast Federal Savings Bank July 1990 - July 1991
BDO Seidman, LLP September 1988 - June 1990
Skills
Analysis, Auditing, Financial Analysis, Excel, Budgeting, Compliance, Risk Management, Customer Relations, Word, Process Improvement, Microsoft Office, Outlook, Internal Audit, Problem Solving, Banking, Contract Management, Mentoring, Microsoft Excel, Budgets
Education
Cape Fear Community College 2010 — 2010
Certificate, Clinical Research Overview
University of North Carolina at Wilmington 2009 — 2009
Certificate in Business Administration
University of Richmond 1984 — 1988
BSBA, Accounting
Simsbury High School 1980 — 1984
diploma
Howard Selit's Bear Stearns Experience 2005 - 2008
Job Executive Director JP Morgan
Industry Financial Services
Experience
JP Morgan Chase March 2005 - Present
Bear Stearns 2005 - 2008
Bear Stearns 2005 - 2008
Bear Stearns 2005 - 2008
Bear Stearns 2005 - 2008
Cater Allen Asset management 1995 - 1997
Tudor Investment Corporation 1988 - 1995
Tudor Investment Corp 1988 - 1994
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
JP Morgan Chase March 2005 - Present
Bear Stearns 2005 - 2008
Bear Stearns 2005 - 2008
Bear Stearns 2005 - 2008
Bear Stearns 2005 - 2008
Cater Allen Asset management 1995 - 1997
Tudor Investment Corporation 1988 - 1995
Tudor Investment Corp 1988 - 1994
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1988
Abby MacDonald's Bear Stearns Experience November 2005 - December 2005
Job Business Operations Manager at Liberty Mutual Insurance
Industry Insurance
Experience
Liberty Mutual Insurance May 2014 - Present
Liberty Mutual Insurance October 2012 - May 2014
Liberty Mutual Insurance February 2010 - October 2012
Liberty Mutual November 2006 - January 2010
State Street August 2003 - November 2006
Bear Stearns November 2005 - December 2005
Wells Fargo Equipment Finance, Inc. 2001 - 2003
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Customer Service, Mutual Funds, PowerPoint, Insurance, Marketing, Account Management, Access, Microsoft Word, Outlook, Analysis, Accounts Receivable, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2009
MBA, Finance, General
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BS, Business Administration
Liberty Mutual Insurance May 2014 - Present
Liberty Mutual Insurance October 2012 - May 2014
Liberty Mutual Insurance February 2010 - October 2012
Liberty Mutual November 2006 - January 2010
State Street August 2003 - November 2006
Bear Stearns November 2005 - December 2005
Wells Fargo Equipment Finance, Inc. 2001 - 2003
Skills
Microsoft Excel, Financial Analysis, Microsoft Office, Customer Service, Mutual Funds, PowerPoint, Insurance, Marketing, Account Management, Access, Microsoft Word, Outlook, Analysis, Accounts Receivable, Finance
Education
University of New Hampshire - Whittemore School of Business and Economics 2007 — 2009
MBA, Finance, General
University of New Hampshire -- Peter T. Paul College of Business and Economics 1998 — 2002
BS, Business Administration
Daniela Marchelletta's Bear Stearns Experience May 2007 - August 2007
Job Student at University of Michigan Law School
Industry Law Practice
Experience
Sackett & Associates May 2008 - August 2008
Bear Stearns May 2007 - August 2007
Education
University of Michigan Law School 2006 — 2009
University of Michigan 2002 — 2006
B.A., Political Science, Communication
Sackett & Associates May 2008 - August 2008
Bear Stearns May 2007 - August 2007
Education
University of Michigan Law School 2006 — 2009
University of Michigan 2002 — 2006
B.A., Political Science, Communication
Ralph Rocourt's Bear Stearns Experience RecruiterJPMorgan Chase2008 - Present
Job Recruiter at Bear Stearns
Industry Human Resources
Experience
Bear Stearns RecruiterJPMorgan Chase2008 - Present
Education
University of Maryland College Park 1993 — 1997
Bear Stearns RecruiterJPMorgan Chase2008 - Present
Education
University of Maryland College Park 1993 — 1997
Winston Ma's Bear Stearns Experience September 2004 - September 2008
Job Portfolio Management
Industry Financial Services
Experience
TUDOR INVESTMENT CORPORATION January 2011 - Present
Magnetar Capital (Andy Sterge Division) 2008 - 2010
Bear Stearns September 2004 - September 2008
Salomon Brothers 1997 - 1999
Salomon Brothers 1997 - 1999
Skills
Equity Derivatives, Trading Systems, Equities, Portfolio Management, Statistical Arbitrage, Hedge Funds, Quantitative Finance, Electronic Trading
Education
Caltech
University of Minnesota-Twin Cities
PhD, Mathematics
University of Science and Technology of China
TUDOR INVESTMENT CORPORATION January 2011 - Present
Magnetar Capital (Andy Sterge Division) 2008 - 2010
Bear Stearns September 2004 - September 2008
Salomon Brothers 1997 - 1999
Salomon Brothers 1997 - 1999
Skills
Equity Derivatives, Trading Systems, Equities, Portfolio Management, Statistical Arbitrage, Hedge Funds, Quantitative Finance, Electronic Trading
Education
Caltech
University of Minnesota-Twin Cities
PhD, Mathematics
University of Science and Technology of China
Kenneth Gustafson, CFA's Bear Stearns Experience October 1985 - September 1995
Job Commodities Trading Executive
Industry Investment Banking
Experience
Citigroup November 2007 - May 2015
Shell Trading February 2002 - November 2007
Enron October 2000 - December 2001
Deutsche Bank/Bankers Trust June 1997 - October 2000
EES - TXU Energy Marketing and Trading December 1995 - June 1997
Bear Stearns October 1985 - September 1995
Skills
Commodity, Derivatives, Trading, Investment Banking, Structured Finance, Financial Structuring, Equities, Financial Risk, Financial Modeling, Commodity Markets, Energy
Education
University of Michigan
AB, Economics & Political Science, Magna Cum Laude
Citigroup November 2007 - May 2015
Shell Trading February 2002 - November 2007
Enron October 2000 - December 2001
Deutsche Bank/Bankers Trust June 1997 - October 2000
EES - TXU Energy Marketing and Trading December 1995 - June 1997
Bear Stearns October 1985 - September 1995
Skills
Commodity, Derivatives, Trading, Investment Banking, Structured Finance, Financial Structuring, Equities, Financial Risk, Financial Modeling, Commodity Markets, Energy
Education
University of Michigan
AB, Economics & Political Science, Magna Cum Laude
Jordan Seltzer's Bear Stearns Experience 2007 - 2008
Job Financial Services Industry Professional
Industry Financial Services
Experience
Barclays Capital, Inc. 2013 - 2014
Goldman, Sachs & Co. 2010 - 2011
JPMorgan Chase & Co. 2008 - 2010
Bear Stearns 2007 - 2008
IBM / PricewaterhouseCoopers 1995 - 2006
Bankers Trust Company 1986 - 1995
Skills
Project Management, Line Management, General Management, Management Consulting, Capital Markets, Fixed Income, Equities, Derivatives
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
MBA, Management / Finance
University of Maryland College Park
BS, Mathematics
Barclays Capital, Inc. 2013 - 2014
Goldman, Sachs & Co. 2010 - 2011
JPMorgan Chase & Co. 2008 - 2010
Bear Stearns 2007 - 2008
IBM / PricewaterhouseCoopers 1995 - 2006
Bankers Trust Company 1986 - 1995
Skills
Project Management, Line Management, General Management, Management Consulting, Capital Markets, Fixed Income, Equities, Derivatives
Education
University of Virginia - Darden Graduate School of Business Administration 1984 — 1986
MBA, Management / Finance
University of Maryland College Park
BS, Mathematics
Joshua Moradfar's Bear Stearns Experience June 2006 - June 2008
Job Vice President at JP Morgan
Industry Investment Banking
Experience
JP Morgan July 2010 - Present
MTS Health Partners June 2008 - June 2010
Bear Stearns June 2006 - June 2008
Skills
Management, Credit, Training, Analysis, Financial Modeling, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.)
JP Morgan July 2010 - Present
MTS Health Partners June 2008 - June 2010
Bear Stearns June 2006 - June 2008
Skills
Management, Credit, Training, Analysis, Financial Modeling, Investment Banking
Education
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
Bachelor of Business Administration (B.B.A.)
Cheol Rim's Bear Stearns Experience July 2001 - September 2003
Job Merchandiser at Wicked Fashions, Inc.
Industry Apparel & Fashion
Experience
R3 International LLC February 2010 - August 2013
Wicked Fashions, Inc. February 2004 - February 2010
Bear Stearns July 2001 - September 2003
Skills
Apparel, Merchandising, Trend Analysis, Financial Analysis, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
R3 International LLC February 2010 - August 2013
Wicked Fashions, Inc. February 2004 - February 2010
Bear Stearns July 2001 - September 2003
Skills
Apparel, Merchandising, Trend Analysis, Financial Analysis, Financial Modeling
Education
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
Barbara Ryan's Bear Stearns Experience June 1981 - January 1990
Job Partner at Clermont Partners
Industry Pharmaceuticals
Experience
Clermont Partners January 2015 - Present
FTI Consulting March 2013 - December 2014
Barbara Ryan Advisors October 2012 - March 2013
Deutsche Bank Securities April 1994 - September 2012
Deutsche Bank February 1994 - September 2012
Deutsche Bank Alex. Brown April 1992 - September 2012
Alex. Brown & Sons 1992 - 1999
Prudential Securities 1990 - 1992
Bear Stearns June 1981 - January 1990
Skills
Investment Banking, Investments, Investor Relations, Valuation, Mergers, Portfolio Management, Equities, Private Equity, Venture Capital, Capital Markets, Strategy, Vision, Asset Management, Corporate Development, Business Planning, Business Strategy, Competitive Analysis, Corporate Communications, Corporate Finance, Finance, Financial Markets, Financial Modeling, Hedge Funds, M, Management, Series 63, Series 7, Start-ups, Strategic Communications, Equity Research, Due Diligence, Financial Analysis, Strategic Planning, Restructuring, Business Development, Pharmaceutical Industry, International M, Lead Generation, Mergers, Negotiation, Skilled Multi-tasker, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1977 — 1981
finance, Finance, Economics
Greenwich High School 1974 — 1977
Clermont Partners January 2015 - Present
FTI Consulting March 2013 - December 2014
Barbara Ryan Advisors October 2012 - March 2013
Deutsche Bank Securities April 1994 - September 2012
Deutsche Bank February 1994 - September 2012
Deutsche Bank Alex. Brown April 1992 - September 2012
Alex. Brown & Sons 1992 - 1999
Prudential Securities 1990 - 1992
Bear Stearns June 1981 - January 1990
Skills
Investment Banking, Investments, Investor Relations, Valuation, Mergers, Portfolio Management, Equities, Private Equity, Venture Capital, Capital Markets, Strategy, Vision, Asset Management, Corporate Development, Business Planning, Business Strategy, Competitive Analysis, Corporate Communications, Corporate Finance, Finance, Financial Markets, Financial Modeling, Hedge Funds, M, Management, Series 63, Series 7, Start-ups, Strategic Communications, Equity Research, Due Diligence, Financial Analysis, Strategic Planning, Restructuring, Business Development, Pharmaceutical Industry, International M, Lead Generation, Mergers, Negotiation, Skilled Multi-tasker, Mergers & Acquisitions
Education
University of Massachusetts, Amherst 1977 — 1981
finance, Finance, Economics
Greenwich High School 1974 — 1977
Claire Allison's Bear Stearns Experience July 2007 - August 2008
Job CoFounder at Closet Collective
Industry Investment Banking
Experience
Closet Collective May 2013 - Present
Lone Star Funds 2008 - December 2012
Bear Stearns July 2007 - August 2008
Bear Stearns July 2005 - July 2007
Education
University of Miami - School of Business 2001 — 2005
Bachelor’s Degree, Finance, General
Closet Collective May 2013 - Present
Lone Star Funds 2008 - December 2012
Bear Stearns July 2007 - August 2008
Bear Stearns July 2005 - July 2007
Education
University of Miami - School of Business 2001 — 2005
Bachelor’s Degree, Finance, General
Michelle Willner's Bear Stearns Experience July 2001 - January 2007
Job Senior Analyst at Western Union
Industry Financial Services
Experience
Western Union October 2012 - Present
Western Union March 2012 - September 2012
BNP Paribas Investment Partners February 2010 - September 2011
Bear Stearns Asset Management January 2007 - March 2009
Bear Stearns July 2001 - January 2007
NC Dept. of Commerce August 2000 - May 2001
Education
University of North Carolina at Wilmington
BS, Finance
Western Union October 2012 - Present
Western Union March 2012 - September 2012
BNP Paribas Investment Partners February 2010 - September 2011
Bear Stearns Asset Management January 2007 - March 2009
Bear Stearns July 2001 - January 2007
NC Dept. of Commerce August 2000 - May 2001
Education
University of North Carolina at Wilmington
BS, Finance
Eric Leibowitz's Bear Stearns Experience August 2005 - September 2007
Job SVPProduction at Epic Intermediaries
Industry Insurance
Experience
Epic Intermediaries February 2014 - Present
Marks Insurance Group March 2011 - February 2014
Wells Fargo Home Mortgage February 2009 - March 2010
Vertice Lending, a division of Wachovia September 2007 - February 2009
Bear Stearns August 2005 - September 2007
Homecomings Financial, a division of GMAC Finance February 2001 - August 2005
Skills
Mortgage Banking, Mortgage Lending, Banking, Loan Origination, Credit, Business Development, Loans, Sales, Account Management, Real Estate, Underwriting, Marketing Strategy, Credit Analysis, Residential Mortgages, FHA financing, Commercial Lending, Commercial Mortgages, Marketing, Property & Casualty..., Investments, Insurance Agency..., Insurance, Commercial Insurance, Risk Management
Education
University of Maryland College Park 1987 — 1991
BA, Economics
Epic Intermediaries February 2014 - Present
Marks Insurance Group March 2011 - February 2014
Wells Fargo Home Mortgage February 2009 - March 2010
Vertice Lending, a division of Wachovia September 2007 - February 2009
Bear Stearns August 2005 - September 2007
Homecomings Financial, a division of GMAC Finance February 2001 - August 2005
Skills
Mortgage Banking, Mortgage Lending, Banking, Loan Origination, Credit, Business Development, Loans, Sales, Account Management, Real Estate, Underwriting, Marketing Strategy, Credit Analysis, Residential Mortgages, FHA financing, Commercial Lending, Commercial Mortgages, Marketing, Property & Casualty..., Investments, Insurance Agency..., Insurance, Commercial Insurance, Risk Management
Education
University of Maryland College Park 1987 — 1991
BA, Economics
Keith Hart's Bear Stearns Experience 2001 - March 2008
Job Vice President, Program Manager at Nationstar Mortgage
Industry Information Technology and Services
Experience
Nationstar Mortgage September 2011 - Present
JPMorgan Chase 2008 - September 2011
EMC Mortgage June 2001 - September 2011
Bear Stearns 2001 - March 2008
SunTrust Mortgage June 1998 - May 2001
Hibernia National Bank May 1995 - May 1998
Skills
LPS, Mortgage Servicing, Loan Servicing, Risk Management, Process Improvement, Portfolio Management, Loans, Banking, Mortgage Banking, Business Analysis, Vendor Management, Mortgage Lending, SDLC, Financial Services, Requirements Gathering, Credit, Project Management, Loss Mitigation, Visio, Management, Executive Management, Finance, Relationship Management, Budgets, Loan Origination, Program Management
Education
University of Missouri-Kansas City 1988 — 1991
MBA, Finance
University of Tulsa 1979 — 1983
Bachelor of Science, Finance
Nationstar Mortgage September 2011 - Present
JPMorgan Chase 2008 - September 2011
EMC Mortgage June 2001 - September 2011
Bear Stearns 2001 - March 2008
SunTrust Mortgage June 1998 - May 2001
Hibernia National Bank May 1995 - May 1998
Skills
LPS, Mortgage Servicing, Loan Servicing, Risk Management, Process Improvement, Portfolio Management, Loans, Banking, Mortgage Banking, Business Analysis, Vendor Management, Mortgage Lending, SDLC, Financial Services, Requirements Gathering, Credit, Project Management, Loss Mitigation, Visio, Management, Executive Management, Finance, Relationship Management, Budgets, Loan Origination, Program Management
Education
University of Missouri-Kansas City 1988 — 1991
MBA, Finance
University of Tulsa 1979 — 1983
Bachelor of Science, Finance
Robert Jordan's Bear Stearns Experience January 2004 - April 2008
Job Weeden Prime Services
Industry Financial Services
Experience
Weeden Prime Services, LLC June 2015 - Present
Wells Fargo Prime Services August 2012 - April 2015
Merlin Securities 2008 - August 2012
Bear Stearns January 2004 - April 2008
Education
University of New Hampshire 1990 — 1994
Mercersburg Academy 1988 — 1989
East Boston High School 1984 — 1988
Weeden Prime Services, LLC June 2015 - Present
Wells Fargo Prime Services August 2012 - April 2015
Merlin Securities 2008 - August 2012
Bear Stearns January 2004 - April 2008
Education
University of New Hampshire 1990 — 1994
Mercersburg Academy 1988 — 1989
East Boston High School 1984 — 1988
Jordan Sasson's Bear Stearns Experience May 2007 - August 2007
Job Vice President at Solomon Investment Company
Industry Financial Services
Experience
Solomon Investment Company June 2008 - August 2009
Bear Stearns May 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance and Entrepreneurship
Solomon Investment Company June 2008 - August 2009
Bear Stearns May 2007 - August 2007
Education
University of Michigan - Stephen M. Ross School of Business 2004 — 2008
BBA, Finance and Entrepreneurship
Lori Arz's Bear Stearns Experience May 2006 - June 2008
Job Executive Director & Assistant General Counsel at JPMorgan Chase
Industry Law Practice
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns May 2006 - June 2008
Simpson Thacher & Bartlett LLP October 2002 - April 2006
Education
University of Michigan Law School 1999 — 2002
JD, Law
Washington University in St. Louis 1994 — 1998
BA, History & Political Science
JPMorgan Chase June 2008 - Present
Bear Stearns May 2006 - June 2008
Simpson Thacher & Bartlett LLP October 2002 - April 2006
Education
University of Michigan Law School 1999 — 2002
JD, Law
Washington University in St. Louis 1994 — 1998
BA, History & Political Science
Jessica Lenobel's Bear Stearns Experience November 2005 - June 2008
Job Associate, Meetings & Events
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns November 2005 - June 2008
Middleton & Gendron September 2004 - November 2005
Education
University of Michigan 2000 — 2004
BA, Communication
JPMorgan Chase June 2008 - Present
Bear Stearns November 2005 - June 2008
Middleton & Gendron September 2004 - November 2005
Education
University of Michigan 2000 — 2004
BA, Communication
Alice BrightSky's Bear Stearns Experience May 2002 - January 2004
Job Compliance Leader AML & KYC, GE Capital
Industry Financial Services
Experience
GE Capital June 2013 - Present
GE Capital 2010 - June 2013
Royal Bank of Scotland June 2010 - October 2010
BNP Paribas Fortis April 2007 - June 2010
UBS December 2004 - April 2007
Bear Stearns May 2002 - January 2004
Skills
AML, Banking, Internal Controls, Operational Risk, Risk Management, Compliance, KYC, Operational Risk..., Project Management, Financial Services, Change Management, OFAC, USA PATRIOT Act, Hedge Funds, Securities, Fraud, Due Diligence, Anti Money Laundering
Education
University of New Hampshire 1992 — 1996
BA, Polysci
GE Capital June 2013 - Present
GE Capital 2010 - June 2013
Royal Bank of Scotland June 2010 - October 2010
BNP Paribas Fortis April 2007 - June 2010
UBS December 2004 - April 2007
Bear Stearns May 2002 - January 2004
Skills
AML, Banking, Internal Controls, Operational Risk, Risk Management, Compliance, KYC, Operational Risk..., Project Management, Financial Services, Change Management, OFAC, USA PATRIOT Act, Hedge Funds, Securities, Fraud, Due Diligence, Anti Money Laundering
Education
University of New Hampshire 1992 — 1996
BA, Polysci
Jeffrey Mark's Bear Stearns Experience July 1986 - June 2004
Job Director at ICAP
Industry Capital Markets
Experience
ICAP DirectorRBC Capital MarketsJuly 2004 - June 2008
Bear Stearns July 1986 - June 2004
Education
University of Massachusetts, Amherst 1982 — 1986
BBA, Finance
ICAP DirectorRBC Capital MarketsJuly 2004 - June 2008
Bear Stearns July 1986 - June 2004
Education
University of Massachusetts, Amherst 1982 — 1986
BBA, Finance
James Mylett, CFA's Bear Stearns Experience 2006 - 2008
Job Experienced Client Portfolio Manager
Industry Financial Services
Experience
Niemann Capital Management September 2009 - April 2010
JPMorgan Chase June 2008 - November 2008
Bear Stearns Asset Management 2006 - 2008
Bear Stearns 2006 - 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody 1990 - 1994
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
Niemann Capital Management September 2009 - April 2010
JPMorgan Chase June 2008 - November 2008
Bear Stearns Asset Management 2006 - 2008
Bear Stearns 2006 - 2008
John A. Levin & Co. September 2000 - April 2006
BKF Asset Management 2000 - 2006
Lazard Asset Management November 1994 - September 2000
Kidder Peabody 1990 - 1994
Education
University of North Carolina at Chapel Hill 1979 — 1983
BA, Economics
Michael Feig's Bear Stearns Experience July 2004 - July 2007
Job Partner at Capital Logistics, LLC
Industry Logistics and Supply Chain
Experience
Capital Logistics, LLC October 2009 - Present
Kyde Capital Strategies June 2008 - February 2009
Bear Stearns July 2004 - July 2007
Skills
Strategic Planning, Transportation, Contract Negotiation, Negotiation, Mergers, Operations Management, Logistics, Supply Chain, Entrepreneurship, Trading, Marketing, New Business Development, Budgets, Financial Analysis
Education
University of Michigan 1994 — 1998
Capital Logistics, LLC October 2009 - Present
Kyde Capital Strategies June 2008 - February 2009
Bear Stearns July 2004 - July 2007
Skills
Strategic Planning, Transportation, Contract Negotiation, Negotiation, Mergers, Operations Management, Logistics, Supply Chain, Entrepreneurship, Trading, Marketing, New Business Development, Budgets, Financial Analysis
Education
University of Michigan 1994 — 1998
David Sykes's Bear Stearns Experience 1986 - 1993
Job Global Head of Model Risk Management at RBC
Industry Financial Services
Experience
RBC May 2014 - Present
RBC November 2013 - April 2014
Fannie Mae December 2006 - June 2013
David Sykes Partners, LLC 1997 - 2006
Deutsche Bank 1996 - 1997
Alex Brown & Sons, Inc 1993 - 1996
Bear Stearns 1986 - 1993
Virginia Commonwealth University 1984 - 1986
Skills
Fixed Income, Data Modeling, Financial Modeling, Risk Management, Derivatives, Financial Risk, Valuation, Securities, Trading, Analysis, Economics, Structured Finance, Analytics, Portfolio Management, Capital Markets, Credit Risk, Market Risk, Mortgage Lending
Education
University of South Carolina-Columbia 1979 — 1983
Ph.D., Economics
University of North Carolina at Greensboro 1974 — 1978
BS, Economics
RBC May 2014 - Present
RBC November 2013 - April 2014
Fannie Mae December 2006 - June 2013
David Sykes Partners, LLC 1997 - 2006
Deutsche Bank 1996 - 1997
Alex Brown & Sons, Inc 1993 - 1996
Bear Stearns 1986 - 1993
Virginia Commonwealth University 1984 - 1986
Skills
Fixed Income, Data Modeling, Financial Modeling, Risk Management, Derivatives, Financial Risk, Valuation, Securities, Trading, Analysis, Economics, Structured Finance, Analytics, Portfolio Management, Capital Markets, Credit Risk, Market Risk, Mortgage Lending
Education
University of South Carolina-Columbia 1979 — 1983
Ph.D., Economics
University of North Carolina at Greensboro 1974 — 1978
BS, Economics
Jeff Manton's Bear Stearns Experience July 2001 - August 2003
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company November 2009 - Present
TD Securities March 2004 - April 2009
Bear Stearns July 2001 - August 2003
Skills
Capital Markets
Education
University of Michigan 1997 — 2001
BS, Economics
Jefferies & Company November 2009 - Present
TD Securities March 2004 - April 2009
Bear Stearns July 2001 - August 2003
Skills
Capital Markets
Education
University of Michigan 1997 — 2001
BS, Economics
Joshua Banschick's Bear Stearns Experience May 2007 - May 2008
Job Mortgage Trading at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase June 2008 - Present
JPMorgan May 2008 - January 2010
Bear Stearns May 2007 - May 2008
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Mortgage Lending, Valuation, Investments, Portfolio Management
Education
University of Michigan 2003 — 2007
Bachelor of Arts (BA), English Language and Literature/Letters
JPMorgan Chase June 2008 - Present
JPMorgan May 2008 - January 2010
Bear Stearns May 2007 - May 2008
Skills
Capital Markets, Financial Analysis, Financial Modeling, Fixed Income, Mortgage Lending, Valuation, Investments, Portfolio Management
Education
University of Michigan 2003 — 2007
Bachelor of Arts (BA), English Language and Literature/Letters
Jesse Elhai's Bear Stearns Experience 2003 - 2008
Job Managing Director
Industry Capital Markets
Experience
CommonWealth Opportunity Capital April 2015 - Present
RBS Greenwich Capital October 2009 - March 2015
South Towne Capital, LLC July 2008 - September 2009
Bear Stearns 2003 - 2008
Skills
Capital Markets, Fixed Income, Hedge Funds, Trading, Structured Finance
Education
University of Michigan 1998 — 2002
Economics
CommonWealth Opportunity Capital April 2015 - Present
RBS Greenwich Capital October 2009 - March 2015
South Towne Capital, LLC July 2008 - September 2009
Bear Stearns 2003 - 2008
Skills
Capital Markets, Fixed Income, Hedge Funds, Trading, Structured Finance
Education
University of Michigan 1998 — 2002
Economics
Adam Kowalski's Bear Stearns Experience July 2007 - June 2008
Job Vice President at SouthOcean Capital Partners
Industry Financial Services
Experience
SouthOcean Capital Partners August 2015 - Present
Vesta Equity, LLC December 2014 - July 2015
Vesta Equity, LLC September 2011 - December 2014
Vesta Equity, LLC July 2010 - September 2011
LNR Property Corporation December 2008 - July 2010
Bear Stearns July 2007 - June 2008
Skills
Real Estate Economics, Valuation, Structured Finance, Financial Modeling, Commercial Real Estate, CMBS, Due Diligence, Private Equity, Investment Properties, Financial Analysis, Investment Banking, Financial Structuring, Investments, Real Estate Private..., Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
Williams College 2003 — 2007
BA
SouthOcean Capital Partners August 2015 - Present
Vesta Equity, LLC December 2014 - July 2015
Vesta Equity, LLC September 2011 - December 2014
Vesta Equity, LLC July 2010 - September 2011
LNR Property Corporation December 2008 - July 2010
Bear Stearns July 2007 - June 2008
Skills
Real Estate Economics, Valuation, Structured Finance, Financial Modeling, Commercial Real Estate, CMBS, Due Diligence, Private Equity, Investment Properties, Financial Analysis, Investment Banking, Financial Structuring, Investments, Real Estate Private..., Asset Management
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2013 — 2015
Master of Business Administration (MBA)
Williams College 2003 — 2007
BA
Jason Gabelman's Bear Stearns Experience 2007 - 2007
Job Equity Research Associate at Cowen and Company
Industry Oil & Energy
Experience
Cowen and Company November 2013 - Present
BP July 2012 - July 2013
BP July 2011 - June 2012
BP June 2010 - June 2011
Bear Stearns 2007 - 2007
Skills
Petroleum Economics, Petroleum Refining, Project Economic..., Data Analysis, Leadership, Business Strategy, Competitive Analysis
Education
University of Michigan 2006 — 2010
BBA, Business Administration
Cowen and Company November 2013 - Present
BP July 2012 - July 2013
BP July 2011 - June 2012
BP June 2010 - June 2011
Bear Stearns 2007 - 2007
Skills
Petroleum Economics, Petroleum Refining, Project Economic..., Data Analysis, Leadership, Business Strategy, Competitive Analysis
Education
University of Michigan 2006 — 2010
BBA, Business Administration
Greg Rosen's Bear Stearns Experience 1996 - 2000
Job Portfolio Manager at Citadel
Industry Investment Banking
Experience
Citadel LLC January 2015 - Present
TD Securities September 2008 - January 2015
Credit Suisse 2000 - 2008
Donaldson, Lufkin & Jenrette 2000 - 2000
Bear Stearns 1996 - 2000
Skills
Credit Derivatives, Credit Trading, High Yield, Leveraged Finance, Fixed Income
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Citadel LLC January 2015 - Present
TD Securities September 2008 - January 2015
Credit Suisse 2000 - 2008
Donaldson, Lufkin & Jenrette 2000 - 2000
Bear Stearns 1996 - 2000
Skills
Credit Derivatives, Credit Trading, High Yield, Leveraged Finance, Fixed Income
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Sarah Sherber's Bear Stearns Experience 1993 - 1997
Job Managing Director at Couloir Associates
Industry Information Technology and Services
Experience
Couloir Associates October 2014 - Present
RiskMatch.com July 2012 - June 2013
Barclays Capital 2006 - September 2011
UBS 2004 - 2006
Credit Suisse 1997 - 2004
Bear Stearns 1993 - 1997
Goldman Sachs 1990 - 1993
Skills
Trading Systems, Fixed Income, Derivatives, Electronic Trading, Investment Banking, Equities, Market Data, Credit Derivatives, Hedge Funds, Low Latency, Interest Rate..., Capital Markets, Prime Brokerage, Options, Equity Derivatives
Education
University of Michigan
Bachelor of Science (B.S.), Computer Science
Couloir Associates October 2014 - Present
RiskMatch.com July 2012 - June 2013
Barclays Capital 2006 - September 2011
UBS 2004 - 2006
Credit Suisse 1997 - 2004
Bear Stearns 1993 - 1997
Goldman Sachs 1990 - 1993
Skills
Trading Systems, Fixed Income, Derivatives, Electronic Trading, Investment Banking, Equities, Market Data, Credit Derivatives, Hedge Funds, Low Latency, Interest Rate..., Capital Markets, Prime Brokerage, Options, Equity Derivatives
Education
University of Michigan
Bachelor of Science (B.S.), Computer Science
Ravi Vuppu's Bear Stearns Experience January 2001 - January 2003
Job Tech Lead,SalliMae
Industry Financial Services
Experience
Upromise Investments (Sallie Mae) May 2007 - Present
IBM August 2006 - May 2007
Upromise May 2004 - August 2006
Anthem Technologies November 1998 - August 2006
McKinsey & Company February 2003 - April 2004
Bear Stearns January 2001 - January 2003
Skills
Quality Center
Education
CSM 1995 — 1997
MBA, Foreign Trading
University of Mysore
BTech, Enginering
Upromise Investments (Sallie Mae) May 2007 - Present
IBM August 2006 - May 2007
Upromise May 2004 - August 2006
Anthem Technologies November 1998 - August 2006
McKinsey & Company February 2003 - April 2004
Bear Stearns January 2001 - January 2003
Skills
Quality Center
Education
CSM 1995 — 1997
MBA, Foreign Trading
University of Mysore
BTech, Enginering
Guy Desai's Bear Stearns Experience November 2004 - June 2007
Job Desai Strategic Partners
Industry Capital Markets
Experience
Desai Strategic Partners November 2008 - Present
Velocity Futures , LLP July 2007 - November 2008
Bear Stearns November 2004 - June 2007
Countrywide Securities Corporation November 2002 - June 2004
Skills
Capital Markets, Equities, Derivatives, Valuation, Investment Banking, Fixed Income, Hedge Funds, Structured Finance, Securities
Education
University of Massachusetts Boston 2000 — 2002
BS, Finance
Desai Strategic Partners November 2008 - Present
Velocity Futures , LLP July 2007 - November 2008
Bear Stearns November 2004 - June 2007
Countrywide Securities Corporation November 2002 - June 2004
Skills
Capital Markets, Equities, Derivatives, Valuation, Investment Banking, Fixed Income, Hedge Funds, Structured Finance, Securities
Education
University of Massachusetts Boston 2000 — 2002
BS, Finance
Scott Kenerly's Bear Stearns Experience 2007 - 2008
Job Controller, ThreatGRID (acquired by Cisco Systems, Inc.)
Industry Computer & Network Security
Experience
Cisco June 2014 - Present
ThreatGRID, Inc April 2013 - Present
BrightWire Inc. July 2011 - April 2013
World Politics Review June 2008 - August 2011
Bear Stearns 2007 - 2008
Navigant Consulting Inc. 2002 - 2005
Arthur Andersen 1999 - 2002
Skills
Financial Modeling, Management, Financial Analysis, Business Strategy, Cross-functional Team..., Valuation, Investments, Business Development, Capital Markets, Corporate Finance, Due Diligence, Finance, Social Media, Forensic Accounting, Strategy
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Corporate Finance and Media/Entertainment
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
MA, Accounting
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics
Cisco June 2014 - Present
ThreatGRID, Inc April 2013 - Present
BrightWire Inc. July 2011 - April 2013
World Politics Review June 2008 - August 2011
Bear Stearns 2007 - 2008
Navigant Consulting Inc. 2002 - 2005
Arthur Andersen 1999 - 2002
Skills
Financial Modeling, Management, Financial Analysis, Business Strategy, Cross-functional Team..., Valuation, Investments, Business Development, Capital Markets, Corporate Finance, Due Diligence, Finance, Social Media, Forensic Accounting, Strategy
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Corporate Finance and Media/Entertainment
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1998 — 1999
MA, Accounting
University of North Carolina at Chapel Hill 1994 — 1998
BA, Economics
Yevgeny Ruzhitsky's Bear Stearns Experience July 2000 - July 2002
Job Investor
Industry Investment Management
Experience
Neuberger Berman September 2014 - Present
Equinox Partners L.P. June 2009 - September 2014
Ramius Capital Group December 2003 - January 2009
Bear Stearns July 2000 - July 2002
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Valuation, Investment Banking, Fixed Income, Asset Managment, Financial Modeling, Bloomberg, Investments, Private Equity, Capital Markets, Due Diligence, Structured Finance, Securities, Portfolio Management, Trading, Value Investing, Mergers
Education
University of Michigan 1995 — 1998
B.S.E., Computer Engineering
Neuberger Berman September 2014 - Present
Equinox Partners L.P. June 2009 - September 2014
Ramius Capital Group December 2003 - January 2009
Bear Stearns July 2000 - July 2002
Skills
Hedge Funds, Equity Research, Alternative Investments, Equities, Valuation, Investment Banking, Fixed Income, Asset Managment, Financial Modeling, Bloomberg, Investments, Private Equity, Capital Markets, Due Diligence, Structured Finance, Securities, Portfolio Management, Trading, Value Investing, Mergers
Education
University of Michigan 1995 — 1998
B.S.E., Computer Engineering
Laura Cataldo's Bear Stearns Experience 1979 - 1991
Job Owner, PLATINUM Stock Transfer
Industry Security and Investigations
Experience
PLATINUM Stock Transfer October 2008 - Present
PLATINUM Stock Transfer 2008 - 2010
PLATINUM Stock Transfer 2008 - 2010
Bear Stearns 1979 - 1991
Skills
Private Equity, Mergers
Education
UNLV
USC
Psychology
PLATINUM Stock Transfer October 2008 - Present
PLATINUM Stock Transfer 2008 - 2010
PLATINUM Stock Transfer 2008 - 2010
Bear Stearns 1979 - 1991
Skills
Private Equity, Mergers
Education
UNLV
USC
Psychology
Chris Knable's Bear Stearns Experience 2007 - 2008
Job Senior Project Director at FRC Research Corp
Industry Marketing and Advertising
Experience
FRC Research Corp January 2014 - Present
FRC Research Corp December 2009 - December 2013
Bear Stearns 2007 - 2008
Half Nelson 2006 - 2007
Skills
Customer Insight, Advertising Research, Quantitative Research, Marketing Research, Segmentation, Market Research, Questionnaire Design, Consumer Behaviour, Data Analysis, Marketing Strategy, Survey Design, Database Maintenance, Focus Groups, Qualitative Research, Development of Sales, U&A, Consumer Product Testing
Education
University of Michigan 2003 — 2007
Bachelor of Science (B.S.)
FRC Research Corp January 2014 - Present
FRC Research Corp December 2009 - December 2013
Bear Stearns 2007 - 2008
Half Nelson 2006 - 2007
Skills
Customer Insight, Advertising Research, Quantitative Research, Marketing Research, Segmentation, Market Research, Questionnaire Design, Consumer Behaviour, Data Analysis, Marketing Strategy, Survey Design, Database Maintenance, Focus Groups, Qualitative Research, Development of Sales, U&A, Consumer Product Testing
Education
University of Michigan 2003 — 2007
Bachelor of Science (B.S.)
Laura Linn Ranji's Bear Stearns Experience August 1997 - January 2004
Job Independent Philanthropy Professional
Industry Philanthropy
Experience
Hudson Guild 2002 - Present
Bear Stearns August 1997 - January 2004
ABN AMRO 1992 - 1995
Skills
Investment Banking, Philanthropy, Fundraising, Nonprofits, Strategic Planning, Capital Markets, Finance, Management, Strategy, Governance, Mergers & Acquisitions
Education
University of Chicago - Booth Graduate School of Business 1995 — 1997
MBA, Finance and Accounting
University of Michigan 1988 — 1992
BA, Economics
Hudson Guild 2002 - Present
Bear Stearns August 1997 - January 2004
ABN AMRO 1992 - 1995
Skills
Investment Banking, Philanthropy, Fundraising, Nonprofits, Strategic Planning, Capital Markets, Finance, Management, Strategy, Governance, Mergers & Acquisitions
Education
University of Chicago - Booth Graduate School of Business 1995 — 1997
MBA, Finance and Accounting
University of Michigan 1988 — 1992
BA, Economics
Jon Gong's Bear Stearns Experience June 2007 - July 2008
Job Senior Manager at Christie's
Industry Arts and Crafts
Experience
Christie's June 2012 - Present
J.P. Investment Advisory January 2010 - April 2012
Bear Stearns June 2007 - July 2008
Education
University of Michigan
Christie's June 2012 - Present
J.P. Investment Advisory January 2010 - April 2012
Bear Stearns June 2007 - July 2008
Education
University of Michigan
Nestor Dominguez's Bear Stearns Experience 1992 - 1992
Job Senior Portfolio Manager, Head of Credit at Carlson Capital
Industry Investment Management
Experience
Carlson Capital Managing Director-Global Structured CreditCitigroup1999 - 2008
Salomon Brothers 1993 - 1998
Bear Stearns 1992 - 1992
Credit Suisse 1987 - 1991
Federal Reserve Bank of New York 1984 - 1987
The Brookings Institution 1983 - 1984
Education
University of Maryland College Park 1981 — 1984
Ph.D., Econometrics
University of Wisconsin-Madison 1978 — 1980
BA, MS, Math, Economics
Carlson Capital Managing Director-Global Structured CreditCitigroup1999 - 2008
Salomon Brothers 1993 - 1998
Bear Stearns 1992 - 1992
Credit Suisse 1987 - 1991
Federal Reserve Bank of New York 1984 - 1987
The Brookings Institution 1983 - 1984
Education
University of Maryland College Park 1981 — 1984
Ph.D., Econometrics
University of Wisconsin-Madison 1978 — 1980
BA, MS, Math, Economics
Ellen Straus's Bear Stearns Experience 2003 - 2005
Job Project Manager at TKO Project Management
Industry Environmental Services
Experience
TKO Project Management June 2012 - Present
GreenOrder April 2007 - May 2012
Seamus Henchy & Associates 2005 - 2007
Bear Stearns 2003 - 2005
Bear Stearns 2003 - 2005
Skills
Sustainability, Corporate Social..., Project Management, Renewable Energy, Research, Budgets, Management, Human Resources, Client Relations Skills, Recruiting, Office Administration, Team Building, Events Coordination, Software Documentation, Management Consulting, Start-ups, Program Management, Training, Strategic Planning, Consulting, Strategy
Education
University of Michigan
BA, History of Art, Photography
TKO Project Management June 2012 - Present
GreenOrder April 2007 - May 2012
Seamus Henchy & Associates 2005 - 2007
Bear Stearns 2003 - 2005
Bear Stearns 2003 - 2005
Skills
Sustainability, Corporate Social..., Project Management, Renewable Energy, Research, Budgets, Management, Human Resources, Client Relations Skills, Recruiting, Office Administration, Team Building, Events Coordination, Software Documentation, Management Consulting, Start-ups, Program Management, Training, Strategic Planning, Consulting, Strategy
Education
University of Michigan
BA, History of Art, Photography
Brian Wu's Bear Stearns Experience 1999 - 2004
Job Investment Partner at Octavia Investments LLC
Industry Investment Management
Experience
Octavia Investments LLC June 2015 - Present
Elemental Capital Partners LLC January 2009 - Present
Private Investor 2011 - Present
Seasons Capital 2004 - 2007
Bear Stearns 1999 - 2004
Xilinx 1997 - 1999
Skills
Financial Modeling, Hedge Funds, Finance, Investment Management, Equities, Valuation, Asset Management, Investments, Capital Markets, Equity Research, Portfolio Management, Financial Analysis, Trading
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Finance
University of Wisconsin-Madison 1988 — 1992
BS, Mechanical Engineering
Octavia Investments LLC June 2015 - Present
Elemental Capital Partners LLC January 2009 - Present
Private Investor 2011 - Present
Seasons Capital 2004 - 2007
Bear Stearns 1999 - 2004
Xilinx 1997 - 1999
Skills
Financial Modeling, Hedge Funds, Finance, Investment Management, Equities, Valuation, Asset Management, Investments, Capital Markets, Equity Research, Portfolio Management, Financial Analysis, Trading
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Finance
University of Wisconsin-Madison 1988 — 1992
BS, Mechanical Engineering
Chris Schultz's Bear Stearns Experience 2006 - 2008
Job Vice President at Citi
Industry Financial Services
Experience
Citi August 2015 - Present
CarVal Investors July 2008 - April 2015
Bear Stearns 2006 - 2008
Skills
Valuation, Financial Modeling, Capital Markets, Due Diligence, Corporate Finance, Investments, Investment Banking, Hedge Funds, Equities, Asset Management, Private Equity, Financial Analysis, Portfolio Management, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Accounting and Finance
Citi August 2015 - Present
CarVal Investors July 2008 - April 2015
Bear Stearns 2006 - 2008
Skills
Valuation, Financial Modeling, Capital Markets, Due Diligence, Corporate Finance, Investments, Investment Banking, Hedge Funds, Equities, Asset Management, Private Equity, Financial Analysis, Portfolio Management, Mergers & Acquisitions
Education
University of Minnesota - Carlson School of Management
Bachelor of Science (BS), Accounting and Finance
Jonathan Vaughan, CFA's Bear Stearns Experience July 2006 - July 2008
Job New Business Associate at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group January 2013 - Present
Alumni Association of the University of Michigan March 2014 - Present
The Blackstone Group July 2008 - January 2013
Bear Stearns July 2006 - July 2008
Bear, Stearns & Co. Inc. June 2005 - August 2005
Deutsche Bank 2003 - 2004
Skills
Valuation, Capital Markets, Investment Banking, Investments, Securities, Fixed Income, Research, Restructuring, Credit Analysis, Business Development, Prospect Research, Opportunity..., Idea Generation, Equity Capital Markets, Equities, Alternative Investments, Hedge Funds, IPO, Target Identification, Financial Modeling, Corporate Finance, Debt, Private Equity, Bloomberg, Trading, Client Prospecting, Economics, New Business Development, CRM, Salesforce.com
Education
University of Michigan 2002 — 2006
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance
BX Science 1998 — 2002
The Blackstone Group January 2013 - Present
Alumni Association of the University of Michigan March 2014 - Present
The Blackstone Group July 2008 - January 2013
Bear Stearns July 2006 - July 2008
Bear, Stearns & Co. Inc. June 2005 - August 2005
Deutsche Bank 2003 - 2004
Skills
Valuation, Capital Markets, Investment Banking, Investments, Securities, Fixed Income, Research, Restructuring, Credit Analysis, Business Development, Prospect Research, Opportunity..., Idea Generation, Equity Capital Markets, Equities, Alternative Investments, Hedge Funds, IPO, Target Identification, Financial Modeling, Corporate Finance, Debt, Private Equity, Bloomberg, Trading, Client Prospecting, Economics, New Business Development, CRM, Salesforce.com
Education
University of Michigan 2002 — 2006
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance
BX Science 1998 — 2002
Billy Wise's Bear Stearns Experience May 2006 - June 2008
Job Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC July 2015 - Present
Stifel, Nicolaus & Company, Incorporated May 2012 - June 2015
Raymond James May 2008 - May 2012
Bear Stearns May 2006 - June 2008
Skills
Series 7, Portfolio Management, Investments, Capital Markets, Bonds, Series 63, Fixed Income
Education
University of Mississippi 1976 — 1980
BBA, Insurance
Brean Capital, LLC July 2015 - Present
Stifel, Nicolaus & Company, Incorporated May 2012 - June 2015
Raymond James May 2008 - May 2012
Bear Stearns May 2006 - June 2008
Skills
Series 7, Portfolio Management, Investments, Capital Markets, Bonds, Series 63, Fixed Income
Education
University of Mississippi 1976 — 1980
BBA, Insurance
Jarret Scheinman's Bear Stearns Experience 2002 - 2006
Job Interim CFO at Competitive Edge Performance, LLC.
Industry Health, Wellness and Fitness
Experience
CompEDGE Performance April 2015 - Present
Scheinman Consultants, LLC. 2014 - Present
CRU Fitness 2012 - Present
FloSports December 2014 - March 2015
The Phoenix Rise July 2014 - November 2014
The Rampart Group 2012 - 2014
Hotaling Group Insurance Solutions 2010 - 2012
Team Baby Entertainment 2006 - 2010
Bear Stearns 2002 - 2006
Skills
Business Strategy, Asset Management, Financial Analysis, Insurance, Investments, Risk Management, Strategic Financial..., Operational Efficiency, Client Development, Sales Operations, Manage Client..., Networking, Strategic Consulting, Market Research, Bookkeeping, Start-up Ventures
Education
University of Michigan 1998 — 2002
Bachelor of Arts, Economics
CompEDGE Performance April 2015 - Present
Scheinman Consultants, LLC. 2014 - Present
CRU Fitness 2012 - Present
FloSports December 2014 - March 2015
The Phoenix Rise July 2014 - November 2014
The Rampart Group 2012 - 2014
Hotaling Group Insurance Solutions 2010 - 2012
Team Baby Entertainment 2006 - 2010
Bear Stearns 2002 - 2006
Skills
Business Strategy, Asset Management, Financial Analysis, Insurance, Investments, Risk Management, Strategic Financial..., Operational Efficiency, Client Development, Sales Operations, Manage Client..., Networking, Strategic Consulting, Market Research, Bookkeeping, Start-up Ventures
Education
University of Michigan 1998 — 2002
Bachelor of Arts, Economics
Lamar Smith's Bear Stearns Experience 1996 - 1998
Job Managing Director
Industry Financial Services
Experience
Family Office Syndicate / Monarch Bay Securities May 2014 - Present
HEDGEHARBOR October 2012 - June 2014
Matador Holdings LLC January 2009 - January 2013
Bank of America January 2002 - January 2009
Bear Stearns 1996 - 1998
JPMorgan Chase 1994 - 1996
Skills
Fund Of Funds, Alternative Investments, Asset Allocation, Equities, Asset Managment, Investment Management, Investor Relations, Portfolio Management, Investments, Global Macro
Education
University of Mississippi
Bachelor's degree, Finance
Family Office Syndicate / Monarch Bay Securities May 2014 - Present
HEDGEHARBOR October 2012 - June 2014
Matador Holdings LLC January 2009 - January 2013
Bank of America January 2002 - January 2009
Bear Stearns 1996 - 1998
JPMorgan Chase 1994 - 1996
Skills
Fund Of Funds, Alternative Investments, Asset Allocation, Equities, Asset Managment, Investment Management, Investor Relations, Portfolio Management, Investments, Global Macro
Education
University of Mississippi
Bachelor's degree, Finance
Kevin Nicholson's Bear Stearns Experience 2005 - 2005
Job Chief Investment Officer at Boardage Capital
Industry Investment Management
Experience
Boardage Capital May 2013 - Present
Belltower Advisors, LLC June 2009 - July 2012
Proxima Alfa/ Anglian Equity June 2006 - June 2009
Bear Stearns 2005 - 2005
City National Bank November 2002 - May 2004
Northwestern Trust & Investors Advisory 1997 - 2002
Skills
Asset Management, Equities, Industry Analysis, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Valuation, Equity Research, Investment Management, Investments, Capital Markets, Due Diligence, Fixed Income, Financial Analysis, Asset Allocation, Investment Strategies, Mutual Funds, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Busienss
University of Puget Sound 1993 — 1997
BA, Business, Minor in Politics & Government
Boardage Capital May 2013 - Present
Belltower Advisors, LLC June 2009 - July 2012
Proxima Alfa/ Anglian Equity June 2006 - June 2009
Bear Stearns 2005 - 2005
City National Bank November 2002 - May 2004
Northwestern Trust & Investors Advisory 1997 - 2002
Skills
Asset Management, Equities, Industry Analysis, Bloomberg, Hedge Funds, Alternative Investments, Portfolio Management, Valuation, Equity Research, Investment Management, Investments, Capital Markets, Due Diligence, Fixed Income, Financial Analysis, Asset Allocation, Investment Strategies, Mutual Funds, Corporate Finance
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Busienss
University of Puget Sound 1993 — 1997
BA, Business, Minor in Politics & Government
Jake Koppinger's Bear Stearns Experience 2006 - 2008
Job Analyst at Balyasny Asset Management L.P.
Industry Investment Management
Experience
Balyasny Asset Management L.P. April 2015 - Present
Grandmaster Capital Management April 2013 - December 2014
Crosslink Capital May 2009 - March 2013
Partner Fund Management (PFM) April 2008 - April 2009
Bear Stearns 2006 - 2008
Skills
Equity Research, Valuation, Hedge Funds, Equities, Financial Modeling
Education
University of Michigan 2002 — 2006
BSE, Industrial & Operations Engineering
Balyasny Asset Management L.P. April 2015 - Present
Grandmaster Capital Management April 2013 - December 2014
Crosslink Capital May 2009 - March 2013
Partner Fund Management (PFM) April 2008 - April 2009
Bear Stearns 2006 - 2008
Skills
Equity Research, Valuation, Hedge Funds, Equities, Financial Modeling
Education
University of Michigan 2002 — 2006
BSE, Industrial & Operations Engineering
Andrew Scherer's Bear Stearns Experience September 1985 - September 1989
Job Russell Investments Director, DC Business
Industry Investment Management
Experience
Russell Investments March 2013 - Present
Invesco US July 2010 - June 2012
Morgan Stanley Investment Management/Van Kampen Investments October 1993 - June 2010
Barclays Investment Bank June 1992 - September 1993
Bear Stearns September 1985 - September 1989
Skills
Alternative Investments, Series 7, Portfolio Management, Mutual Funds, Asset Management, Investments, Fixed Income, Asset Allocation, ETFs, Hedge Funds, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
University of Michigan 1981 — 1985
Bachelor's Degree
Russell Investments March 2013 - Present
Invesco US July 2010 - June 2012
Morgan Stanley Investment Management/Van Kampen Investments October 1993 - June 2010
Barclays Investment Bank June 1992 - September 1993
Bear Stearns September 1985 - September 1989
Skills
Alternative Investments, Series 7, Portfolio Management, Mutual Funds, Asset Management, Investments, Fixed Income, Asset Allocation, ETFs, Hedge Funds, Investment Management
Education
University of Michigan - Stephen M. Ross School of Business 1989 — 1991
Master of Business Administration (M.B.A.)
University of Michigan 1981 — 1985
Bachelor's Degree
Floyd Berger's Bear Stearns Experience August 1978 - November 2007
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bear Stearns August 1978 - November 2007
Education
University of Minnesota-Twin Cities 1961 — 1965
BSME, Mechanicl Engineering
Bear Stearns August 1978 - November 2007
Education
University of Minnesota-Twin Cities 1961 — 1965
BSME, Mechanicl Engineering
Bill Coke's Bear Stearns Experience 1991 - 2008
Job Managing Director at JP Morgan
Industry Investment Management
Experience
JP Morgan 2008 - Present
University of Massachusetts Club January 2005 - Present
Bear Stearns 1991 - 2008
Shearson Lehman/American Express 1986 - 1991
Skills
Financial Advice, Investments, Trading, Mergers & Acquisitions, Wealth Management, Investment Management, Alternative Investments, Equities, Fixed Income, Asset Management, Mutual Funds, Securities, Portfolio Management, Series 7, Hedge Funds, Series 63, Venture Capital, Asset Allocation, Due Diligence, Financial Modeling, Capital Markets, Equity Research, Valuation
Education
University of Massachusetts, Amherst
Lawrence Academy
JP Morgan 2008 - Present
University of Massachusetts Club January 2005 - Present
Bear Stearns 1991 - 2008
Shearson Lehman/American Express 1986 - 1991
Skills
Financial Advice, Investments, Trading, Mergers & Acquisitions, Wealth Management, Investment Management, Alternative Investments, Equities, Fixed Income, Asset Management, Mutual Funds, Securities, Portfolio Management, Series 7, Hedge Funds, Series 63, Venture Capital, Asset Allocation, Due Diligence, Financial Modeling, Capital Markets, Equity Research, Valuation
Education
University of Massachusetts, Amherst
Lawrence Academy
jon pollowitz's Bear Stearns Experience April 2006 - September 2007
Job Vice President, Capital Introductions at Bank of America Merrill Lynch
Industry Investment Management
Experience
bank of america April 2013 - Present
International Asset Management (IAM) November 2010 - April 2013
Cadogan Management LLC September 2007 - October 2010
Bear Stearns April 2006 - September 2007
Skills
Hedge Funds, Alternative Investments, Asset Managment, Asset Management, Equities, Investments
Education
University of Michigan 1999 — 2003
BA, English
bank of america April 2013 - Present
International Asset Management (IAM) November 2010 - April 2013
Cadogan Management LLC September 2007 - October 2010
Bear Stearns April 2006 - September 2007
Skills
Hedge Funds, Alternative Investments, Asset Managment, Asset Management, Equities, Investments
Education
University of Michigan 1999 — 2003
BA, English
B. E. Rusty Dose III's Bear Stearns Experience 2007 - 2008
Job Vice President at JP Morgan Securities, LLC
Industry Financial Services
Experience
JP Morgan Securities, LLC June 2008 - Present
Bear Stearns 2007 - 2008
Skills
Asset Managment, Equities, Recruiting, Fixed Income, Investments, Alternative Investments, Series 63, Asset Management, Hedge Funds, Capital Markets, Securities, Financial Services
Education
University of Nebraska-Lincoln
JP Morgan Securities, LLC June 2008 - Present
Bear Stearns 2007 - 2008
Skills
Asset Managment, Equities, Recruiting, Fixed Income, Investments, Alternative Investments, Series 63, Asset Management, Hedge Funds, Capital Markets, Securities, Financial Services
Education
University of Nebraska-Lincoln
Daniel Kowarski's Bear Stearns Experience 2006 - 2008
Job MBS Sales at KGSAlpha Capital Markets, L.P.
Industry Venture Capital & Private Equity
Experience
KGS-Alpha Capital Markets, L.P. April 2011 - Present
Cerberus Capital Management March 2009 - April 2011
Bear, Stearns & Co. & JP Morgan 2006 - 2009
Bear Stearns 2006 - 2008
Skills
Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Hedge Funds, Equities, Valuation, Derivatives, Investment Banking, Alternative Investments, Portfolio Management, Structured Products, Bonds, Financial Analysis, Trading, Private Equity, Securities, Investments, Asset Management, Structured Finance
Education
University of Miami - School of Business 2004 — 2008
BA, Finance
KGS-Alpha Capital Markets, L.P. April 2011 - Present
Cerberus Capital Management March 2009 - April 2011
Bear, Stearns & Co. & JP Morgan 2006 - 2009
Bear Stearns 2006 - 2008
Skills
Bloomberg, Fixed Income, Capital Markets, Financial Modeling, Hedge Funds, Equities, Valuation, Derivatives, Investment Banking, Alternative Investments, Portfolio Management, Structured Products, Bonds, Financial Analysis, Trading, Private Equity, Securities, Investments, Asset Management, Structured Finance
Education
University of Miami - School of Business 2004 — 2008
BA, Finance
Russell Jack's Bear Stearns Experience 1991 - 1994
Job First Vice President at MFA Financial
Industry Investment Banking
Experience
MFA Financial April 2015 - Present
Bank of America April 2013 - April 2015
Royal Bank of Scotland January 2012 - March 2013
Financial Services Consultant February 2011 - December 2011
Deutsche Bank June 2009 - February 2011
Deutsche Bank October 2007 - June 2009
Morgan Stanley July 1998 - October 2007
Nomura Securities 1994 - 1998
Bear Stearns 1991 - 1994
KPMG Peat Marwick 1985 - 1991
Skills
Product Control, MBS, Financial Accounting, Securitization, reit, Internal Audit, ABS, CMBS, Investment Banking, Valuation, Derivatives, Finance, Structured Products, Treasury, Credit, Financial Analysis, Rates, Equity Derivatives, Financial Modeling, Asset Management, Interest Rate..., Fixed Income, Trading, Securities, Hedge Funds, Capital Markets, Financial Reporting, Banking, Equities, Credit Derivatives, Private Equity, Loans, Asset Managment, Middle Office, Mergers & Acquisitions, REIT, Auditing, Mutual Funds
Education
New York University - Leonard N. Stern School of Business
MBA
University of Michigan - Stephen M. Ross School of Business
BBA
MFA Financial April 2015 - Present
Bank of America April 2013 - April 2015
Royal Bank of Scotland January 2012 - March 2013
Financial Services Consultant February 2011 - December 2011
Deutsche Bank June 2009 - February 2011
Deutsche Bank October 2007 - June 2009
Morgan Stanley July 1998 - October 2007
Nomura Securities 1994 - 1998
Bear Stearns 1991 - 1994
KPMG Peat Marwick 1985 - 1991
Skills
Product Control, MBS, Financial Accounting, Securitization, reit, Internal Audit, ABS, CMBS, Investment Banking, Valuation, Derivatives, Finance, Structured Products, Treasury, Credit, Financial Analysis, Rates, Equity Derivatives, Financial Modeling, Asset Management, Interest Rate..., Fixed Income, Trading, Securities, Hedge Funds, Capital Markets, Financial Reporting, Banking, Equities, Credit Derivatives, Private Equity, Loans, Asset Managment, Middle Office, Mergers & Acquisitions, REIT, Auditing, Mutual Funds
Education
New York University - Leonard N. Stern School of Business
MBA
University of Michigan - Stephen M. Ross School of Business
BBA
Michael Rozelle's Bear Stearns Experience 2007 - 2007
Job Banking Professional
Industry Banking
Experience
Bear Stearns 2007 - 2007
LoanCity 2005 - 2006
InterFirst Div. of ABN AMRO Mortgage 1998 - 2005
Countrywide Wholesale 1995 - 1998
Skills
Wholesale Lending, Correspondent Lending, Sales, Real Estate Development, Commercial Lending, Commercial Real Estate, Real Estate Financing, Underwriting, Residential Mortgages, Sales Management, Mortgage Banking, Credit, Loan Origination, Banking, Mortgage Lending, Loans, Mortgage Underwriting, Real Estate Transactions, Refinance, FHA, Credit Analysis, FHA Financing, VA Loans, Investment Properties, Relationship Management, Customer Service, New Business Development, Real Estate, Credit Risk
Education
University of New Hampshire
University of Southern Maine
Bear Stearns 2007 - 2007
LoanCity 2005 - 2006
InterFirst Div. of ABN AMRO Mortgage 1998 - 2005
Countrywide Wholesale 1995 - 1998
Skills
Wholesale Lending, Correspondent Lending, Sales, Real Estate Development, Commercial Lending, Commercial Real Estate, Real Estate Financing, Underwriting, Residential Mortgages, Sales Management, Mortgage Banking, Credit, Loan Origination, Banking, Mortgage Lending, Loans, Mortgage Underwriting, Real Estate Transactions, Refinance, FHA, Credit Analysis, FHA Financing, VA Loans, Investment Properties, Relationship Management, Customer Service, New Business Development, Real Estate, Credit Risk
Education
University of New Hampshire
University of Southern Maine
Daniel C. Cote's Bear Stearns Experience February 2009 - April 2009
Job Vice President at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities April 2009 - Present
Bear Stearns February 2009 - April 2009
Bear Stearns July 2005 - February 2009
Citigroup Smith Barney May 2004 - July 2005
Education
University of Massachusetts Dartmouth 2000 — 2004
JP Morgan Securities April 2009 - Present
Bear Stearns February 2009 - April 2009
Bear Stearns July 2005 - February 2009
Citigroup Smith Barney May 2004 - July 2005
Education
University of Massachusetts Dartmouth 2000 — 2004
Yifeng (Sean) Sun's Bear Stearns Experience 2006 - 2007
Job Cigna
Industry Insurance
Experience
Cigna July 2013 - Present
Amgen June 2012 - August 2012
Sieyuan Electric Co.,Ltd 2010 - 2011
Grant Thornton LLP 2007 - 2010
Bear Stearns 2006 - 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA)
Sanda University/Rider University 2002 — 2007
Bachelor/Master of Accountancy
Cigna July 2013 - Present
Amgen June 2012 - August 2012
Sieyuan Electric Co.,Ltd 2010 - 2011
Grant Thornton LLP 2007 - 2010
Bear Stearns 2006 - 2007
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2011 — 2013
Master of Business Administration (MBA)
Sanda University/Rider University 2002 — 2007
Bachelor/Master of Accountancy
Terence Clerkin's Bear Stearns Experience August 2007 - May 2008
Job Investment Professional at PennantPark Investment Advisers
Industry Investment Management
Experience
PennantPark Investment Advisers September 2012 - Present
Crescent Capital Group August 2010 - July 2012
Moelis & Company June 2008 - June 2010
Bear Stearns August 2007 - May 2008
Education
University of Michigan 2003 — 2007
BA, Economics
Brentwood Highschool 1999 — 2003
PennantPark Investment Advisers September 2012 - Present
Crescent Capital Group August 2010 - July 2012
Moelis & Company June 2008 - June 2010
Bear Stearns August 2007 - May 2008
Education
University of Michigan 2003 — 2007
BA, Economics
Brentwood Highschool 1999 — 2003
Brad Horowitz's Bear Stearns Experience October 1997 - October 1999
Job Vice President Bank Resource at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2013 - Present
Morgan Stanley May 2006 - December 2012
FRM January 2004 - May 2006
Morgan Stanley November 1999 - January 2004
Bear Stearns October 1997 - October 1999
Education
University of Maryland College Park 1993 — 1997
Bachelor of Arts, Political Science
Morgan Stanley January 2013 - Present
Morgan Stanley May 2006 - December 2012
FRM January 2004 - May 2006
Morgan Stanley November 1999 - January 2004
Bear Stearns October 1997 - October 1999
Education
University of Maryland College Park 1993 — 1997
Bachelor of Arts, Political Science
Alex Garbuio's Bear Stearns Experience 1998 - 2008
Job Managing Director at J.P. Morgan
Industry Banking
Experience
J.P. Morgan 2008 - Present
Bear Stearns 1998 - 2008
Bankers Trust 1991 - 1992
Education
University of Michigan 1985 — 1988
Bachelor of Science (BS), Industrial Engineering Operations Research
J.P. Morgan 2008 - Present
Bear Stearns 1998 - 2008
Bankers Trust 1991 - 1992
Education
University of Michigan 1985 — 1988
Bachelor of Science (BS), Industrial Engineering Operations Research
Jonathan Modell's Bear Stearns Experience September 1993 - May 2008
Job MD at Nomura Securities EM fixed income trading
Industry Financial Services
Experience
Nomura Securities August 2011 - Present
Barclays Capital August 2008 - May 2011
Bear Stearns September 1993 - May 2008
Skills
Fixed Income, Hedge Funds, Capital Markets, Emerging Markets, Trading, Bloomberg, Bonds, Portfolio Management, Valuation, Series 7, Electronic Trading, Trading Systems, Series 63, Risk Management, Securities, Hedging
Education
University of Maryland College Park 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Nomura Securities August 2011 - Present
Barclays Capital August 2008 - May 2011
Bear Stearns September 1993 - May 2008
Skills
Fixed Income, Hedge Funds, Capital Markets, Emerging Markets, Trading, Bloomberg, Bonds, Portfolio Management, Valuation, Series 7, Electronic Trading, Trading Systems, Series 63, Risk Management, Securities, Hedging
Education
University of Maryland College Park 1988 — 1992
Bachelor of Arts (B.A.), Political Science and Government
Andrew Kobierski's Bear Stearns Experience August 2005 - May 2008
Job Equity Sales Trader at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch June 2008 - Present
Bear Stearns August 2005 - May 2008
Skills
Equities, Equity Trading, Electronic Trading, Program Trading, ETFs, Financial Markets, Portfolio Management, Bloomberg, Trading Systems, Fixed Income, Hedge Funds, Trading, Capital Markets, Series 7, Series 63, Derivatives, Asset Management
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), Economics
St. John's Preparatory School 1997 — 2001
High School Diploma
Merrill Lynch June 2008 - Present
Bear Stearns August 2005 - May 2008
Skills
Equities, Equity Trading, Electronic Trading, Program Trading, ETFs, Financial Markets, Portfolio Management, Bloomberg, Trading Systems, Fixed Income, Hedge Funds, Trading, Capital Markets, Series 7, Series 63, Derivatives, Asset Management
Education
University of Massachusetts, Amherst 2001 — 2005
Bachelor of Science (BS), Economics
St. John's Preparatory School 1997 — 2001
High School Diploma
Cy White's Bear Stearns Experience August 1999 - December 2008
Job Managing Director at Deep Value Insight
Industry Financial Services
Experience
Deep Value Insight March 2012 - Present
Bear Stearns August 1999 - December 2008
Skills
Investment Valuation, Spin-offs, Value Investing, Risk Arbitrage, Special Situations..., Security Analysis, Distressed Debt, Equities, Equity Research
Education
University of Miami 1992 — 1996
Bachelor of Science (B.S.), Chemistry
Deep Value Insight March 2012 - Present
Bear Stearns August 1999 - December 2008
Skills
Investment Valuation, Spin-offs, Value Investing, Risk Arbitrage, Special Situations..., Security Analysis, Distressed Debt, Equities, Equity Research
Education
University of Miami 1992 — 1996
Bachelor of Science (B.S.), Chemistry
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS