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
Alana Marcus, CFA Alana Marcus, CFA's Bear Stearns Experience July 2006 - June 2008
Job Vice President at Gracie Asset Management
Industry Financial Services
Experience
Gracie Asset Management October 2012 - Present
Cantor Fitzgerald November 2008 - October 2012
JPMorgan Chase June 2008 - November 2008
Bear Stearns July 2006 - June 2008
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Gracie Asset Management October 2012 - Present
Cantor Fitzgerald November 2008 - October 2012
JPMorgan Chase June 2008 - November 2008
Bear Stearns July 2006 - June 2008
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Jeffrey Schmaltz Jeffrey Schmaltz's Bear Stearns Experience March 1988 - October 1993
Job Sales Director Arbor Point Advisors, Focused on Helping Hybrid Advisors Transition to the Independent RIA Model
Industry Financial Services
Experience
Arbor Point Advisors, LLC January 2014 - Present
Fidelity Institutional Wealth Services January 2001 - December 2012
Fidelity Charitable Gift Fund October 1999 - January 2001
Fidelity Investments-Pittsburgh Investor Center June 1996 - October 1999
Fidelity Investments August 1995 - June 1996
Alex Brown & Sons October 1993 - August 1995
Bear Stearns March 1988 - October 1993
Fidelity Investments March 1986 - March 1988
Skills
Wealth Management, Business Development, Investment Advisory, Sales Process, Series 63, Series 7, Mutual Funds, Relationship Management, Series 24, Asset Allocation, Securities, 401k, Alternative Investments, Separately Managed..., Retirement Planning, Uniform Combined State..., Equities, FINRA, Investments, Financial Services, Retirement, Finance, Financial Advisory, Fixed Income, CRM
Education
University of Northern Iowa 1976 — 1979
Bachelor of Arts, Financial Management
Arbor Point Advisors, LLC January 2014 - Present
Fidelity Institutional Wealth Services January 2001 - December 2012
Fidelity Charitable Gift Fund October 1999 - January 2001
Fidelity Investments-Pittsburgh Investor Center June 1996 - October 1999
Fidelity Investments August 1995 - June 1996
Alex Brown & Sons October 1993 - August 1995
Bear Stearns March 1988 - October 1993
Fidelity Investments March 1986 - March 1988
Skills
Wealth Management, Business Development, Investment Advisory, Sales Process, Series 63, Series 7, Mutual Funds, Relationship Management, Series 24, Asset Allocation, Securities, 401k, Alternative Investments, Separately Managed..., Retirement Planning, Uniform Combined State..., Equities, FINRA, Investments, Financial Services, Retirement, Finance, Financial Advisory, Fixed Income, CRM
Education
University of Northern Iowa 1976 — 1979
Bachelor of Arts, Financial Management
Neal D. Sachs, MBA, AIF® Neal D. Sachs, MBA, AIF®'s Bear Stearns Experience 1995 - 2002
Job Financial Advisor, Managing Director Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2009 - Present
HRD Network 2009 - 2015
HRD Network 2009 - 2015
Citigroup/Smith Barney 2002 - 2009
Bear Stearns 1995 - 2002
Skills
401k, Asset Allocation, Best Practices, Bonds, Credit Union Fixed..., Credit Union Retirement..., Defined Benefit Pension..., Financial Advisory, Financial Reporting, Fixed Income Strategies, Investment Policy..., Independent Financial..., Investments, Investment Education, Investment Planning, Investment Strategies, Mutual Funds, Retirement, Retirement Planning, Retirement Plan..., Retirement Savings, Risk Management, Self-Insured Group Plans, Qualified Retirement..., Financial Analysis
Education
University of San Diego 1980 — 1982
Master of Business Administration (MBA), Finance
University of Oregon 1976 — 1978
Bachelor of Science (B.S.), Economics
Willamette University 1974 — 1976
Wells Fargo Advisors, LLC February 2009 - Present
HRD Network 2009 - 2015
HRD Network 2009 - 2015
Citigroup/Smith Barney 2002 - 2009
Bear Stearns 1995 - 2002
Skills
401k, Asset Allocation, Best Practices, Bonds, Credit Union Fixed..., Credit Union Retirement..., Defined Benefit Pension..., Financial Advisory, Financial Reporting, Fixed Income Strategies, Investment Policy..., Independent Financial..., Investments, Investment Education, Investment Planning, Investment Strategies, Mutual Funds, Retirement, Retirement Planning, Retirement Plan..., Retirement Savings, Risk Management, Self-Insured Group Plans, Qualified Retirement..., Financial Analysis
Education
University of San Diego 1980 — 1982
Master of Business Administration (MBA), Finance
University of Oregon 1976 — 1978
Bachelor of Science (B.S.), Economics
Willamette University 1974 — 1976
Mo Koyfman Mo Koyfman's Bear Stearns Experience July 2000 - February 2002
Job VC at Spark Capital
Industry Internet
Experience
Spark Capital LLC September 2008 - Present
Connected Ventures (Vimeo/CollegeHumor/BustedTees) August 2007 - March 2008
IAC February 2002 - August 2007
Bear Stearns July 2000 - February 2002
Skills
Strategic Partnerships, Start-ups, Corporate Development, Venture Capital, Digital Media, Product Management, Strategy, E-commerce, Entrepreneurship, Mergers, Monetization, Analytics, Online Advertising, Mobile Devices, Private Equity
Education
University of Pennsylvania 1996 — 2000
BA, English
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Finance
Spark Capital LLC September 2008 - Present
Connected Ventures (Vimeo/CollegeHumor/BustedTees) August 2007 - March 2008
IAC February 2002 - August 2007
Bear Stearns July 2000 - February 2002
Skills
Strategic Partnerships, Start-ups, Corporate Development, Venture Capital, Digital Media, Product Management, Strategy, E-commerce, Entrepreneurship, Mergers, Monetization, Analytics, Online Advertising, Mobile Devices, Private Equity
Education
University of Pennsylvania 1996 — 2000
BA, English
University of Pennsylvania - The Wharton School 1996 — 2000
BS, Finance
Brian Giordano Brian Giordano's Bear Stearns Experience July 2007 - June 2008
Job Fixed Income Interdealer Broker at Tullett Prebon
Industry Financial Services
Experience
Tullett Prebon April 2012 - Present
Newedge July 2008 - April 2012
Bear Stearns July 2007 - June 2008
Western Asset Management July 2005 - July 2007
Skills
Portfolio Management, Investments, Hedge Funds
Education
University of Notre Dame 2001 — 2005
Bachelor of Science (BS), Marketing
Tullett Prebon April 2012 - Present
Newedge July 2008 - April 2012
Bear Stearns July 2007 - June 2008
Western Asset Management July 2005 - July 2007
Skills
Portfolio Management, Investments, Hedge Funds
Education
University of Notre Dame 2001 — 2005
Bachelor of Science (BS), Marketing
Kenton Rosenberry Kenton Rosenberry's Bear Stearns Experience July 1998 - July 2000
Job Partner at Varsity Healthcare Partners
Industry Investment Management
Experience
Varsity Healthcare Partners July 2013 - Present
Enhanced Equity Funds February 2010 - March 2013
MTS Health Investors July 2000 - December 2009
Bear Stearns July 1998 - July 2000
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS, Finance
Varsity Healthcare Partners July 2013 - Present
Enhanced Equity Funds February 2010 - March 2013
MTS Health Investors July 2000 - December 2009
Bear Stearns July 1998 - July 2000
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS, Finance
Jeff Zannetti Jeff Zannetti's Bear Stearns Experience June 2007 - August 2007
Job Wrestling Mindset President
Industry Sports
Experience
Wrestling Mindset May 2008 - Present
Z-Fanatical Fitness June 2011 - September 2014
Merrill Lynch July 2011 - November 2012
Barclays Capital July 2009 - September 2011
Lehman Brothers May 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Small Business, Coaching, Athletics, Training, Investments, Strategic Planning, Entrepreneurship, Public Speaking, Team Building, Sports, Social Media, Wellness, Customer Service, Social Networking, Financial Markets, Personal Development, Investment Banking, Peak Performance, Mindset
Education
University of Pennsylvania 2004 — 2009
Bachelor of Arts, Economics
Wrestling Mindset May 2008 - Present
Z-Fanatical Fitness June 2011 - September 2014
Merrill Lynch July 2011 - November 2012
Barclays Capital July 2009 - September 2011
Lehman Brothers May 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Small Business, Coaching, Athletics, Training, Investments, Strategic Planning, Entrepreneurship, Public Speaking, Team Building, Sports, Social Media, Wellness, Customer Service, Social Networking, Financial Markets, Personal Development, Investment Banking, Peak Performance, Mindset
Education
University of Pennsylvania 2004 — 2009
Bachelor of Arts, Economics
Jared Sobotka Jared Sobotka's Bear Stearns Experience December 2006 - August 2008
Job Wholesale Account Executive
Industry Financial Services
Experience
Advancial Federal Credit Union March 2012 - Present
Litton Loan Servicing, A Goldman Sachs Company August 2010 - December 2011
Avelo Mortgage, A Goldman Sachs Company October 2008 - August 2010
Bear Stearns December 2006 - August 2008
Nationstar Mortgage September 2004 - March 2006
Skills
Mortgage Lending, FHA, Refinance, Short Sales, Wholesale Lending, Condo-tel Financing, Non-Warrantable Condo..., Jumbo Mortgage, Expatriate Loans, Condos, Finance, Portfolio Management
Education
University of North Texas 2001 — 2004
BA, Political Science
Advancial Federal Credit Union March 2012 - Present
Litton Loan Servicing, A Goldman Sachs Company August 2010 - December 2011
Avelo Mortgage, A Goldman Sachs Company October 2008 - August 2010
Bear Stearns December 2006 - August 2008
Nationstar Mortgage September 2004 - March 2006
Skills
Mortgage Lending, FHA, Refinance, Short Sales, Wholesale Lending, Condo-tel Financing, Non-Warrantable Condo..., Jumbo Mortgage, Expatriate Loans, Condos, Finance, Portfolio Management
Education
University of North Texas 2001 — 2004
BA, Political Science
Scott Bradford Scott Bradford's Bear Stearns Experience April 2000 - November 2001
Job Director at Hayman Capital Management
Industry Investment Management
Experience
Hayman Capital Management January 2014 - Present
H.I.G. WhiteHorse July 2012 - December 2013
Goldman Sachs July 2006 - July 2012
Credit Suisse June 2005 - August 2005
Pacesetter Capital Group December 2001 - September 2004
Bear Stearns April 2000 - November 2001
Ernst & Young September 1999 - April 2000
Skills
Private Equity, Investment Banking, Corporate Finance, Leveraged Finance, Special Situations..., Credit Analysis, Distressed Debt, High Yield, Energy, Deal Execution, Mezzanine, Debt Structuring, Equity Research, Equity Valuation, Natural Resources
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
University of Oklahoma - Price College of Business 1994 — 1999
BBA, Finance and Accounting
Hayman Capital Management January 2014 - Present
H.I.G. WhiteHorse July 2012 - December 2013
Goldman Sachs July 2006 - July 2012
Credit Suisse June 2005 - August 2005
Pacesetter Capital Group December 2001 - September 2004
Bear Stearns April 2000 - November 2001
Ernst & Young September 1999 - April 2000
Skills
Private Equity, Investment Banking, Corporate Finance, Leveraged Finance, Special Situations..., Credit Analysis, Distressed Debt, High Yield, Energy, Deal Execution, Mezzanine, Debt Structuring, Equity Research, Equity Valuation, Natural Resources
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Finance
University of Oklahoma - Price College of Business 1994 — 1999
BBA, Finance and Accounting
Jacki Raines Higgs Jacki Raines Higgs's Bear Stearns Experience September 2004 - January 2009
Job Director, Financial Operations Global Programs at New York University
Industry Financial Services
Experience
New York University July 2013 - Present
New York University May 2009 - June 2013
Bear Stearns September 2004 - January 2009
JPMorgan Chase 2008 - 2008
Duke Energy April 2003 - July 2004
Duke Energy May 2002 - April 2003
Skills
Financial Reporting, Variance Analysis, Finance, Account Reconciliation, Financial Statements, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Accounting, Analysis, Due Diligence, Financial Accounting, Forecasting
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
University of Oklahoma - Price College of Business 1997 — 2002
Bachelor's, Finance & Accounting
New York University July 2013 - Present
New York University May 2009 - June 2013
Bear Stearns September 2004 - January 2009
JPMorgan Chase 2008 - 2008
Duke Energy April 2003 - July 2004
Duke Energy May 2002 - April 2003
Skills
Financial Reporting, Variance Analysis, Finance, Account Reconciliation, Financial Statements, Financial Modeling, Financial Analysis, Valuation, Data Analysis, Accounting, Analysis, Due Diligence, Financial Accounting, Forecasting
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
University of Oklahoma - Price College of Business 1997 — 2002
Bachelor's, Finance & Accounting
Jerry Levin's Bear Stearns Experience July 2000 - November 2001
Job CEO & Founder of Naomi Road Capital Advisors
Industry Investment Banking
Experience
Naomi Road Capital Advisors July 2009 - Present
Jefferies & Company January 2006 - April 2009
PRS Group January 2002 - July 2005
Bear Stearns July 2000 - November 2001
Jefferies & Company July 1998 - June 2000
Skills
Investment Banking, Valuation, Equities, Hedge Funds, Financial Modeling, Capital Markets, Mergers, Corporate Finance, Due Diligence, Alternative Investments, Private Placements, LBO, Capital Raising, Investments, Corporate Development, Asset Managment, Fixed Income, Business Development, Portfolio Management, Restructuring, Start-ups, Mergers & Acquisitions, Asset Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS, Finance, Accounting
Ocean Twp High School 1990 — 1994
Naomi Road Capital Advisors July 2009 - Present
Jefferies & Company January 2006 - April 2009
PRS Group January 2002 - July 2005
Bear Stearns July 2000 - November 2001
Jefferies & Company July 1998 - June 2000
Skills
Investment Banking, Valuation, Equities, Hedge Funds, Financial Modeling, Capital Markets, Mergers, Corporate Finance, Due Diligence, Alternative Investments, Private Placements, LBO, Capital Raising, Investments, Corporate Development, Asset Managment, Fixed Income, Business Development, Portfolio Management, Restructuring, Start-ups, Mergers & Acquisitions, Asset Management
Education
University of Pennsylvania - The Wharton School 1994 — 1998
BS, Finance, Accounting
Ocean Twp High School 1990 — 1994
Brian M. Ward Brian M. Ward's Bear Stearns Experience 2005 - 2008
Job Financial Advisor at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual 2011 - Present
JP Morgan Chase 2008 - 2010
Bear Stearns 2005 - 2008
Education
University of Rhode Island 2001 — 2005
BS, Finance
Northwestern Mutual 2011 - Present
JP Morgan Chase 2008 - 2010
Bear Stearns 2005 - 2008
Education
University of Rhode Island 2001 — 2005
BS, Finance
Patrick Darcy's Bear Stearns Experience January 2004 - June 2004
Job Specialty Finance Executive
Industry Financial Services
Experience
Carmel Solutions May 2015 - Present
Funoogles 2013 - Present
M3K Capital, LLC May 2009 - Present
BasePoint Capital December 2012 - March 2015
Canterbury Capital June 2009 - December 2013
Arrow Financial Services May 2006 - June 2009
AIG Global Investment Group January 2005 - May 2006
Bear Stearns January 2004 - June 2004
Goldman Sachs July 2000 - January 2004
Skills
Financial Modeling, Financial Structuring, Analytics, Asset Managment, Entrepreneurship, Distressed Debt, Payment Card Processing, Consumer Lending, Loan Servicing, Special Servicing, Financial Technology, E-commerce, Asset Based Lending, Small Business Lending, Real Estate Lending, Electronic Payments, Alternative Payments, Merchant Cash Advance, Eyewear
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
MBA, Finance & Entrepreneurship
University of Notre Dame 1996 — 2000
BA, Finance & Computer Applications
Carmel Solutions May 2015 - Present
Funoogles 2013 - Present
M3K Capital, LLC May 2009 - Present
BasePoint Capital December 2012 - March 2015
Canterbury Capital June 2009 - December 2013
Arrow Financial Services May 2006 - June 2009
AIG Global Investment Group January 2005 - May 2006
Bear Stearns January 2004 - June 2004
Goldman Sachs July 2000 - January 2004
Skills
Financial Modeling, Financial Structuring, Analytics, Asset Managment, Entrepreneurship, Distressed Debt, Payment Card Processing, Consumer Lending, Loan Servicing, Special Servicing, Financial Technology, E-commerce, Asset Based Lending, Small Business Lending, Real Estate Lending, Electronic Payments, Alternative Payments, Merchant Cash Advance, Eyewear
Education
University of Notre Dame - Mendoza College of Business 2004 — 2005
MBA, Finance & Entrepreneurship
University of Notre Dame 1996 — 2000
BA, Finance & Computer Applications
Elizabeth Zapf's Bear Stearns Experience September 1988 - August 1989
Job Business Manager
Industry Financial Services
Experience
St Anthony Parish & School July 2014 - Present
Manufacturing Technology, INC February 2013 - April 2014
Manufacturing Technology, Inc. August 2012 - January 2013
Flow Creative, Inc. (Chicago) 2003 - 2009
University of Notre Dame March 2005 - March 2006
The Montessori Academy at Edison Lakes August 2003 - May 2004
Andersen Worldwide 1992 - 2002
Schal March 1990 - March 1992
Bear Stearns September 1988 - August 1989
Peat Marwick September 1986 - August 1988
Skills
CPA Illinois 1990, Human Resources, Training, Management, Strategic Planning, Microsoft Office, Microsoft Word, Public Speaking, Research, Customer Service, Nonprofits, Project Management, Policy, Fundraising, PowerPoint, Outlook, Leadership Development, Leadership, QuickBooks, Data Entry, Microsoft Excel
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
St Anthony Parish & School July 2014 - Present
Manufacturing Technology, INC February 2013 - April 2014
Manufacturing Technology, Inc. August 2012 - January 2013
Flow Creative, Inc. (Chicago) 2003 - 2009
University of Notre Dame March 2005 - March 2006
The Montessori Academy at Edison Lakes August 2003 - May 2004
Andersen Worldwide 1992 - 2002
Schal March 1990 - March 1992
Bear Stearns September 1988 - August 1989
Peat Marwick September 1986 - August 1988
Skills
CPA Illinois 1990, Human Resources, Training, Management, Strategic Planning, Microsoft Office, Microsoft Word, Public Speaking, Research, Customer Service, Nonprofits, Project Management, Policy, Fundraising, PowerPoint, Outlook, Leadership Development, Leadership, QuickBooks, Data Entry, Microsoft Excel
Education
University of Notre Dame 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Allison Sangastiano Allison Sangastiano's Bear Stearns Experience October 1998 - June 2008
Job IT Procurement at Bear Stearns
Industry Information Technology and Services
Experience
Bear Stearns October 1998 - June 2008
Bear Stearns and Co January 1998 - January 2008
Motor World LLC January 1997 - January 1998
Education
Chubb
University of Phoenix
Associates of Art, Information Technology
Bear Stearns October 1998 - June 2008
Bear Stearns and Co January 1998 - January 2008
Motor World LLC January 1997 - January 1998
Education
Chubb
University of Phoenix
Associates of Art, Information Technology
Peter Cairney Peter Cairney's Bear Stearns Experience 1993 - 1997
Job SVP, Institutional Equity Sales Trading at FBR
Industry Investment Banking
Experience
FBR Capital Markets October 2013 - Present
Lazard Capital Markets February 2009 - October 2013
Pacific Crest Securities 1999 - 2009
Salomon Smith Barney 1998 - 1999
Bear Stearns 1993 - 1997
United States Marine Corps 1985 - 1991
Education
University of Notre Dame 1997 — 1998
MBA, Finance
Saint John's University 1981 — 1985
BS, Finance
FBR Capital Markets October 2013 - Present
Lazard Capital Markets February 2009 - October 2013
Pacific Crest Securities 1999 - 2009
Salomon Smith Barney 1998 - 1999
Bear Stearns 1993 - 1997
United States Marine Corps 1985 - 1991
Education
University of Notre Dame 1997 — 1998
MBA, Finance
Saint John's University 1981 — 1985
BS, Finance
David Yadegar's Bear Stearns Experience 2003 - 2005
Job at Maybrook Capital Partners
Industry Financial Services
Experience
Maybrook Capital Partners July 2010 - Present
Centerbridge Partners May 2006 - February 2010
Spectrum Equity Investors 2005 - 2006
Bear Stearns 2003 - 2005
Skills
Private Equity, Investments, Financial Analysis, Investment Banking, Hedge Funds, Financial Modeling, Due Diligence, Capital Markets, Strategic Planning, Valuation, Mezzanine, Corporate Finance, Corporate Development, Distressed M&A, Real Estate, Distress Sales, Distress Properties, Budgets, Distressed Debt, Mergers & Acquisitions, Restructuring, LBO, Alternative Investments, Asset Management, Equities, Debt, Fixed Income, Credit Analysis, Portfolio Management, Capital Structure, Divestitures, Entrepreneurship, Venture Capital, Start-ups, Leveraged Finance, M&A experience
Education
University of Pennsylvania - The Wharton School 2000 — 2003
BS, Finance
University of Pennsylvania
Maybrook Capital Partners July 2010 - Present
Centerbridge Partners May 2006 - February 2010
Spectrum Equity Investors 2005 - 2006
Bear Stearns 2003 - 2005
Skills
Private Equity, Investments, Financial Analysis, Investment Banking, Hedge Funds, Financial Modeling, Due Diligence, Capital Markets, Strategic Planning, Valuation, Mezzanine, Corporate Finance, Corporate Development, Distressed M&A, Real Estate, Distress Sales, Distress Properties, Budgets, Distressed Debt, Mergers & Acquisitions, Restructuring, LBO, Alternative Investments, Asset Management, Equities, Debt, Fixed Income, Credit Analysis, Portfolio Management, Capital Structure, Divestitures, Entrepreneurship, Venture Capital, Start-ups, Leveraged Finance, M&A experience
Education
University of Pennsylvania - The Wharton School 2000 — 2003
BS, Finance
University of Pennsylvania
Jake Gorelov Jake Gorelov's Bear Stearns Experience June 2007 - September 2007
Job Consultant at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2015 - Present
The New York Times April 2013 - July 2013
OC&C Strategy Consultants June 2009 - March 2013
Bear Stearns June 2007 - September 2007
Tennis Magazine June 2006 - August 2006
Skills
Mergers, Management Consulting, Due Diligence, Marketing, Analysis, Digital Strategy, Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BA Cum Laude, Math and History
Oxford University 2007 — 2008
Visiting Student Via Williams-Exeter Programme At Oxford (WEPO)
Newark Academy 2001 — 2005
Bain & Company July 2015 - Present
The New York Times April 2013 - July 2013
OC&C Strategy Consultants June 2009 - March 2013
Bear Stearns June 2007 - September 2007
Tennis Magazine June 2006 - August 2006
Skills
Mergers, Management Consulting, Due Diligence, Marketing, Analysis, Digital Strategy, Strategy
Education
University of Pennsylvania - The Wharton School 2013 — 2015
Master of Business Administration (M.B.A.)
Williams College 2005 — 2009
BA Cum Laude, Math and History
Oxford University 2007 — 2008
Visiting Student Via Williams-Exeter Programme At Oxford (WEPO)
Newark Academy 2001 — 2005
Corydon Hill Corydon Hill's Bear Stearns Experience July 2001 - April 2003
Job Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2011 - Present
Shamrock Capital Advisors September 2007 - May 2010
Marc Bell Capital Partners April 2003 - August 2007
Bear Stearns July 2001 - April 2003
Skills
Investment Banking, Activist Investing, Private Equity, Investments, Equities, Mergers, Restructuring, Divestitures, Financial Modeling, Mergers, Portfolio Management, Valuation, Corporate Governance, LBO, Risk Management, Venture Capital, Corporate Development
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
University of Southern California - Marshall School of Business 1997 — 2001
BS, Business Administration
Bank of America Merrill Lynch July 2011 - Present
Shamrock Capital Advisors September 2007 - May 2010
Marc Bell Capital Partners April 2003 - August 2007
Bear Stearns July 2001 - April 2003
Skills
Investment Banking, Activist Investing, Private Equity, Investments, Equities, Mergers, Restructuring, Divestitures, Financial Modeling, Mergers, Portfolio Management, Valuation, Corporate Governance, LBO, Risk Management, Venture Capital, Corporate Development
Education
University of Pennsylvania - The Wharton School 2009 — 2011
MBA
University of Southern California - Marshall School of Business 1997 — 2001
BS, Business Administration
William O'Donnell William O'Donnell's Bear Stearns Experience 2000 - 2001
Job 3D New Business Lead, Lifestyle | Fashion | CPG
Industry Luxury Goods & Jewelry
Experience
3DEXCITE January 2014 - Present
The Men's Collective January 2011 - Present
BELLUCCI NAPOLI March 2013 - December 2013
Vertic January 2010 - September 2012
Flycell, Inc January 2007 - January 2010
Gorilla Spots, INC March 2007 - December 2009
Atmosphere BBDO August 2006 - February 2007
Tribal DDB NYC August 2005 - July 2006
Bear Stearns 2000 - 2001
Hypnotic 2000 - 2001
Skills
Program Management, Brand Building, Video Production, Creative Direction, New Business Development, Brand Management, Digital Strategy, New Media, SOW, Digital Marketing, Copywriting, Experiential Marketing, Live Events, SOW / New Business..., Creative Development, Luxury Brand Marketing, Social Media, Marketing, Marketing Communications, Relationship Marketing, Social Media Marketing, Email Marketing, Strategic Partnerships, Advertising, Mobile Devices, B2B
Education
University of Oklahoma 1992 — 1994
Philosophy
School of Life
3DEXCITE January 2014 - Present
The Men's Collective January 2011 - Present
BELLUCCI NAPOLI March 2013 - December 2013
Vertic January 2010 - September 2012
Flycell, Inc January 2007 - January 2010
Gorilla Spots, INC March 2007 - December 2009
Atmosphere BBDO August 2006 - February 2007
Tribal DDB NYC August 2005 - July 2006
Bear Stearns 2000 - 2001
Hypnotic 2000 - 2001
Skills
Program Management, Brand Building, Video Production, Creative Direction, New Business Development, Brand Management, Digital Strategy, New Media, SOW, Digital Marketing, Copywriting, Experiential Marketing, Live Events, SOW / New Business..., Creative Development, Luxury Brand Marketing, Social Media, Marketing, Marketing Communications, Relationship Marketing, Social Media Marketing, Email Marketing, Strategic Partnerships, Advertising, Mobile Devices, B2B
Education
University of Oklahoma 1992 — 1994
Philosophy
School of Life
Ryan Bell Ryan Bell's Bear Stearns Experience 2005 - 2007
Job Vice President at Fortress Investment Group
Industry Financial Services
Experience
Fortress Investment Group April 2007 - Present
Bear Stearns 2005 - 2007
Skills
Valuation, Structured Finance, MBS, ABS, Financial Modeling, Hedge Funds, Consumer Finance, Capital Markets, Microsoft Excel, Consumer Lending, Securitization, Fixed Income, Asset Management, Banking, Equities, Alternative Investments, Financial Analysis, Financial Services, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS
Delbarton School 1997 — 2001
Fortress Investment Group April 2007 - Present
Bear Stearns 2005 - 2007
Skills
Valuation, Structured Finance, MBS, ABS, Financial Modeling, Hedge Funds, Consumer Finance, Capital Markets, Microsoft Excel, Consumer Lending, Securitization, Fixed Income, Asset Management, Banking, Equities, Alternative Investments, Financial Analysis, Financial Services, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2001 — 2005
BS
Delbarton School 1997 — 2001
Terry Bivens Terry Bivens's Bear Stearns Experience 1997 - 2008
Job President, Tasty Food Consulting Inc.
Industry Food & Beverages
Experience
Tasty Food Consulting Inc. January 2012 - Present
J.P. Morgan/Bear Stearns May 1997 - September 2011
Bear Stearns 1997 - 2008
Skills
Food, Forecasting, Due Diligence, Mergers, Valuation, Equities, Private Equity, Financial Analysis, Corporate Finance, Investor Relations, Portfolio Management, Financial Modeling
Education
Wharton Business School
Master of Business Administration (M.B.A.), Finance
Tasty Food Consulting Inc. January 2012 - Present
J.P. Morgan/Bear Stearns May 1997 - September 2011
Bear Stearns 1997 - 2008
Skills
Food, Forecasting, Due Diligence, Mergers, Valuation, Equities, Private Equity, Financial Analysis, Corporate Finance, Investor Relations, Portfolio Management, Financial Modeling
Education
Wharton Business School
Master of Business Administration (M.B.A.), Finance
Richard Siegel Richard Siegel's Bear Stearns Experience October 1993 - May 1999
Job Managing Director, High Yield/Distressed Fixed Income Sales
Industry Financial Services
Experience
Stifel Financial Corp. January 2012 - Present
Credit Suisse August 2009 - October 2011
UBS May 1999 - April 2008
Bear Stearns October 1993 - May 1999
Skills
High Yield, Bonds, Fixed Income, Trading, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics (concentration in Finance)
Stifel Financial Corp. January 2012 - Present
Credit Suisse August 2009 - October 2011
UBS May 1999 - April 2008
Bear Stearns October 1993 - May 1999
Skills
High Yield, Bonds, Fixed Income, Trading, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1989 — 1993
B.S., Economics (concentration in Finance)
Mitchell Spector Mitchell Spector's Bear Stearns Experience 1993 - 1999
Job
Industry Investment Banking
Experience
Berkshire Capital Securities LLC July 2004 - Present
FTN Financial Securities 2002 - 2004
CIBC World Markets 2001 - 2002
Prudential Securities 1999 - 2001
Bear Stearns 1993 - 1999
Merrill Lynch & Co., Inc. 1990 - 1992
Morgan Stanley 1986 - 1988
First Fidelity Bancorporation 1985 - 1986
Skills
Investment Banking, Divestitures, Financial Institutions, Finance, Investment Management, Equity Research, Private Equity, Valuation, Corporate Finance, Financial Modeling, Mergers, Asset Managment, Mergers & Acquisitions, Financial Services, Asset Management, Investments, Securities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Economics, Finance and Decision Sciences
Berkshire Capital Securities LLC July 2004 - Present
FTN Financial Securities 2002 - 2004
CIBC World Markets 2001 - 2002
Prudential Securities 1999 - 2001
Bear Stearns 1993 - 1999
Merrill Lynch & Co., Inc. 1990 - 1992
Morgan Stanley 1986 - 1988
First Fidelity Bancorporation 1985 - 1986
Skills
Investment Banking, Divestitures, Financial Institutions, Finance, Investment Management, Equity Research, Private Equity, Valuation, Corporate Finance, Financial Modeling, Mergers, Asset Managment, Mergers & Acquisitions, Financial Services, Asset Management, Investments, Securities
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS, Economics, Finance and Decision Sciences
Christopher Do Christopher Do's Bear Stearns Experience September 2001 - November 2004
Job
Industry Financial Services
Experience
National Association of Asian American Professionals - San Francisco January 2010 - Present
UBS Financial Services March 2009 - Present
Junior Achievement of San Francisco July 2009 - Present
Asian Pacific Islander American Public Affairs Association April 2012 - Present
Beacon RCA 2010 - 2013
San Jose Repertory Theatre May 2007 - April 2009
Merrill Lynch November 2004 - March 2009
Ascend Professional Group 2007 - 2009
Bear Stearns September 2001 - November 2004
Societe Generale - Fimat 1997 - 1999
Education
University of Pennsylvania - The Wharton School
Dual Major: Finance & Management
University of Pennsylvania
Systems Engineering
National Association of Asian American Professionals - San Francisco January 2010 - Present
UBS Financial Services March 2009 - Present
Junior Achievement of San Francisco July 2009 - Present
Asian Pacific Islander American Public Affairs Association April 2012 - Present
Beacon RCA 2010 - 2013
San Jose Repertory Theatre May 2007 - April 2009
Merrill Lynch November 2004 - March 2009
Ascend Professional Group 2007 - 2009
Bear Stearns September 2001 - November 2004
Societe Generale - Fimat 1997 - 1999
Education
University of Pennsylvania - The Wharton School
Dual Major: Finance & Management
University of Pennsylvania
Systems Engineering
Melanie Spence-Ayar Melanie Spence-Ayar's Bear Stearns Experience January 1998 - July 2001
Job Comag Marketing Group LLC
Industry Publishing
Experience
Comag Marketing Group, LLC May 2005 - Present
Deutsche Bank July 2001 - March 2003
Bear Stearns January 1998 - July 2001
Reuters - Sailfish Systems, Ltd. March 1996 - October 1997
Skills
Publishing, Advertising, Magazines, Marketing Communications, Social Media, Nonprofits, Social Media Marketing, Marketing Strategy, Public Relations, Marketing, Direct Marketing, Strategic Planning, Email Marketing, Copywriting, Direct Mail, Integrated Marketing, Management, Online Marketing, Retail, Strategic Partnerships, Customer Satisfaction, Customer Service, Distribution Strategies, Product Development, Retail Marketing, Retail Sales
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Art History
Comag Marketing Group, LLC May 2005 - Present
Deutsche Bank July 2001 - March 2003
Bear Stearns January 1998 - July 2001
Reuters - Sailfish Systems, Ltd. March 1996 - October 1997
Skills
Publishing, Advertising, Magazines, Marketing Communications, Social Media, Nonprofits, Social Media Marketing, Marketing Strategy, Public Relations, Marketing, Direct Marketing, Strategic Planning, Email Marketing, Copywriting, Direct Mail, Integrated Marketing, Management, Online Marketing, Retail, Strategic Partnerships, Customer Satisfaction, Customer Service, Distribution Strategies, Product Development, Retail Marketing, Retail Sales
Education
University of Pittsburgh
Bachelor of Arts (B.A.), Art History
Corinne Larson's Bear Stearns Experience 2007 - 2008
Job Principal, Director of Marketing at Longfellow Investment Management
Industry Financial Services
Experience
Longfellow Investment Management Co. October 2013 - Present
State Street Global Advisors 2010 - 2013
Tegrit Financial Group 2008 - 2009
Bear Stearns 2007 - 2008
MBIA 1999 - 2007
Government Finance Officers Association 1991 - 1998
Skills
Relationship Management, New Business Development, Direct Sales, Client Service, Marketing Strategy, Market Research, Product Marketing, Investments, Product Development, Public Finance, Public Sector, Treasury Management, Financial Services, CRM, Finance, Management, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Cash Management, Equities, Asset Allocation, Investment Management, Bonds, Asset Management, Capital Markets, Derivatives, Client Services, Institutional...
Education
University of Notre Dame - Mendoza College of Business
MBA
Longfellow Investment Management Co. October 2013 - Present
State Street Global Advisors 2010 - 2013
Tegrit Financial Group 2008 - 2009
Bear Stearns 2007 - 2008
MBIA 1999 - 2007
Government Finance Officers Association 1991 - 1998
Skills
Relationship Management, New Business Development, Direct Sales, Client Service, Marketing Strategy, Market Research, Product Marketing, Investments, Product Development, Public Finance, Public Sector, Treasury Management, Financial Services, CRM, Finance, Management, Mutual Funds, Investment Strategies, Fixed Income, Hedge Funds, Alternative Investments, Securities, Portfolio Management, Cash Management, Equities, Asset Allocation, Investment Management, Bonds, Asset Management, Capital Markets, Derivatives, Client Services, Institutional...
Education
University of Notre Dame - Mendoza College of Business
MBA
Michael O'Donovan's Bear Stearns Experience 2001 - 2008
Job KKR
Industry Financial Services
Experience
KKR September 2013 - Present
Morgan Stanley July 2010 - September 2013
JPMorganChase 2008 - 2010
Bear Stearns 2001 - 2008
JPMorganChase 1999 - 2001
Skills
Derivatives, Alternative Investments, Equities, Fixed Income, Investment Banking, Equity Derivatives, Corporate Finance, Investments, Series 7, Valuation, Financial Modeling, Financial Structuring, Hedge Funds, Private Equity, Bloomberg, Capital Markets, Equity Research, Securities, Emerging Markets, LBO
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & International Business
University of Notre Dame 1991 — 1995
BS
KKR September 2013 - Present
Morgan Stanley July 2010 - September 2013
JPMorganChase 2008 - 2010
Bear Stearns 2001 - 2008
JPMorganChase 1999 - 2001
Skills
Derivatives, Alternative Investments, Equities, Fixed Income, Investment Banking, Equity Derivatives, Corporate Finance, Investments, Series 7, Valuation, Financial Modeling, Financial Structuring, Hedge Funds, Private Equity, Bloomberg, Capital Markets, Equity Research, Securities, Emerging Markets, LBO
Education
New York University - Leonard N. Stern School of Business 1999 — 2002
MBA, Finance & International Business
University of Notre Dame 1991 — 1995
BS
Mark Sterling Epstein Mark Sterling Epstein's Bear Stearns Experience February 1994 - July 1996
Job PrivateMoneyCA
Industry Real Estate
Experience
PrivateMoneyCA (my company) September 2010 - Present
West Coast Home Loans/DIRECT PRIVATE $ December 2009 - September 2010
WFL Bancorp February 1999 - April 2003
Bear Stearns February 1994 - July 1996
Skills
Investment Banking, Mortgage, FHA financing, VA, Blogging, Loan Origination, Construction Loans, Sales Support, Sales Management, Tires, Wholesale, Short Sales, Shopping Centers, Retail Strip, Medical Office Building, Dental Building, Warehouse, Industrial, All Commercial..., Real Estate Financing, Foreclosures, Residential Homes, Real Estate Transactions, Real Estate, REO, Investments, Commercial Real Estate, First Time Home Buyers, Loans, Sales, Property Management, Asset Management, Condos, Single Family Homes, Listings, Management, Funding, Relocation, Underwriting, Mortgage Banking
Education
University of Oregon 1978 — 1979
86 Academic Units 90 physical days 'short of degree' Business Finance , Advertising Design/Comml Art/Bus.Fin./Sociology
University of Oregon 1978 — 1979
BS 86 Academic Units, Business Finance
PrivateMoneyCA (my company) September 2010 - Present
West Coast Home Loans/DIRECT PRIVATE $ December 2009 - September 2010
WFL Bancorp February 1999 - April 2003
Bear Stearns February 1994 - July 1996
Skills
Investment Banking, Mortgage, FHA financing, VA, Blogging, Loan Origination, Construction Loans, Sales Support, Sales Management, Tires, Wholesale, Short Sales, Shopping Centers, Retail Strip, Medical Office Building, Dental Building, Warehouse, Industrial, All Commercial..., Real Estate Financing, Foreclosures, Residential Homes, Real Estate Transactions, Real Estate, REO, Investments, Commercial Real Estate, First Time Home Buyers, Loans, Sales, Property Management, Asset Management, Condos, Single Family Homes, Listings, Management, Funding, Relocation, Underwriting, Mortgage Banking
Education
University of Oregon 1978 — 1979
86 Academic Units 90 physical days 'short of degree' Business Finance , Advertising Design/Comml Art/Bus.Fin./Sociology
University of Oregon 1978 — 1979
BS 86 Academic Units, Business Finance
Randi Nielsen Randi Nielsen's Bear Stearns Experience 1994 - 1999
Job Senior Banker at J.P. Morgan Private Bank
Industry Financial Services
Experience
J.P. Morgan 2010 - Present
UBS Investment Bank 1999 - 2008
Bear Stearns 1994 - 1999
Credit Suisse First Boston 1984 - 1994
Skills
Investments, Structured Finance, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Investment Banking, Equities, Alternative Investments, Bonds, Emerging Markets, Wealth Management, Bloomberg, Valuation, Structured Products, Derivatives, Series 7, Portfolio Management, High Yield, Equity Research, Finance, Securities, Equity Derivatives, Financial Structuring
Education
University of Pennsylvania 1980 — 1984
BSE, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
J.P. Morgan 2010 - Present
UBS Investment Bank 1999 - 2008
Bear Stearns 1994 - 1999
Credit Suisse First Boston 1984 - 1994
Skills
Investments, Structured Finance, Capital Markets, Hedge Funds, Fixed Income, Private Equity, Investment Banking, Equities, Alternative Investments, Bonds, Emerging Markets, Wealth Management, Bloomberg, Valuation, Structured Products, Derivatives, Series 7, Portfolio Management, High Yield, Equity Research, Finance, Securities, Equity Derivatives, Financial Structuring
Education
University of Pennsylvania 1980 — 1984
BSE, Finance
University of Pennsylvania - The Wharton School 1980 — 1984
BS, Finance
New York University - Leonard N. Stern School of Business
MBA, Finance
Barbara Biel Barbara Biel's Bear Stearns Experience December 1997 - June 2008
Job Senior Bank Examiner at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York January 2014 - Present
The Metropolitan Museum of Art June 2008 - Present
Royal Bank of Scotland August 2009 - January 2014
Robin Hood Foundation February 2009 - July 2009
Bear Stearns December 1997 - June 2008
Credit Suisse May 1993 - December 1997
Banque Indosuez March 1989 - May 1993
Goldman Sachs May 1981 - March 1989
Ernst & Whinney August 1978 - May 1981
Skills
Credit Risk, Hedge Funds, Management, Leadership, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Credit, Financial Markets, Investments, Financial Risk, Banking, Asset Management, Financial Structuring, Structured Finance, Financial Institutions, Equities, Program Management, Investment Banking, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
Wellesley College 1972 — 1976
Bachelor's degree, Economics
Federal Reserve Bank of New York January 2014 - Present
The Metropolitan Museum of Art June 2008 - Present
Royal Bank of Scotland August 2009 - January 2014
Robin Hood Foundation February 2009 - July 2009
Bear Stearns December 1997 - June 2008
Credit Suisse May 1993 - December 1997
Banque Indosuez March 1989 - May 1993
Goldman Sachs May 1981 - March 1989
Ernst & Whinney August 1978 - May 1981
Skills
Credit Risk, Hedge Funds, Management, Leadership, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Credit, Financial Markets, Investments, Financial Risk, Banking, Asset Management, Financial Structuring, Structured Finance, Financial Institutions, Equities, Program Management, Investment Banking, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1976 — 1978
MBA, Finance
Wellesley College 1972 — 1976
Bachelor's degree, Economics
Charles LaPorta, CFA Charles LaPorta, CFA's Bear Stearns Experience July 2007 - August 2008
Job Credit Analyst
Industry Investment Management
Experience
RBS Markets and International Banking June 2014 - January 2015
BNP Paribas December 2012 - June 2013
RWE Trading Americas June 2011 - November 2012
RBS Sempra Commodities July 2010 - June 2011
Bear Stearns July 2007 - August 2008
Standard & Poor's 2003 - 2007
Standard Asset Management 1999 - 2002
UBS-PaineWebber April 1997 - October 1999
MCI 1996 - 1997
Wachovia Securities, LLC January 1992 - July 1993
Skills
Sell Side, Buy-side, Equity Research, Ratings, Credit, Energy, Upstream, Midstream, Pipelines, Credit Analysis, Real Estate Investment, Telecommunications, Transportation, Portfolio Management, Equities, Financial Modeling, Fixed Income, Trading, Financial Analysis, Investment Properties, Options, Investments, Hedge Funds, Financial Markets, Capital Markets, Asset Management, Commodity, Finance, Bonds, Due Diligence
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1994
MBA, Finance
Pennsylvania State University 1985 — 1989
Bachelor of Science, Finance
Johnstown High School
RBS Markets and International Banking June 2014 - January 2015
BNP Paribas December 2012 - June 2013
RWE Trading Americas June 2011 - November 2012
RBS Sempra Commodities July 2010 - June 2011
Bear Stearns July 2007 - August 2008
Standard & Poor's 2003 - 2007
Standard Asset Management 1999 - 2002
UBS-PaineWebber April 1997 - October 1999
MCI 1996 - 1997
Wachovia Securities, LLC January 1992 - July 1993
Skills
Sell Side, Buy-side, Equity Research, Ratings, Credit, Energy, Upstream, Midstream, Pipelines, Credit Analysis, Real Estate Investment, Telecommunications, Transportation, Portfolio Management, Equities, Financial Modeling, Fixed Income, Trading, Financial Analysis, Investment Properties, Options, Investments, Hedge Funds, Financial Markets, Capital Markets, Asset Management, Commodity, Finance, Bonds, Due Diligence
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1993 — 1994
MBA, Finance
Pennsylvania State University 1985 — 1989
Bachelor of Science, Finance
Johnstown High School
Kenny Braxton Kenny Braxton's Bear Stearns Experience 2005 - 2007
Job Talent Acquisition Specialist
Industry Oil & Energy
Experience
HollyFrontier Corporation March 2014 - Present
WesLend Financial July 2013 - September 2013
Homeward Residential April 2011 - July 2013
Wells Fargo December 2007 - April 2011
EMC Mortgage Corporation September 2005 - 2007
EMC Mortgage Corporation, subsidisary of Bear Stearns 2005 - 2007
Bear Stearns 2005 - 2007
CompUSA, INC 2000 - 2003
Six Flags Over Texas 1991 - 2000
Skills
Recruiting, Human Resources, Temporary Placement, Leadership, Talent Acquisition, Applicant Tracking..., Personnel Management, College Recruiting, Onboarding, Management, Interviews, Internet Recruiting, Call Centers, Talent Management, Sourcing, Employee Relations, PeopleSoft, Networking, Hiring, Executive Search, Performance Management, Taleo, Team Building, HRIS, Benefits Negotiation, Screening Resumes, Employee Benefits, Contract Recruitment, Deferred Compensation, Screening, Technical Recruiting, Leadership Development, Organizational..., Employee Engagement, Vendor Management, Call Center, SDLC, Project Management, Luceo Applicant..., SAP, New Hire Orientations, Staffing Services, Succession Planning
Education
University of North Texas
Drama and Dramatics/Theatre Arts, General
University of North Texas
Theatre Arts
HollyFrontier Corporation March 2014 - Present
WesLend Financial July 2013 - September 2013
Homeward Residential April 2011 - July 2013
Wells Fargo December 2007 - April 2011
EMC Mortgage Corporation September 2005 - 2007
EMC Mortgage Corporation, subsidisary of Bear Stearns 2005 - 2007
Bear Stearns 2005 - 2007
CompUSA, INC 2000 - 2003
Six Flags Over Texas 1991 - 2000
Skills
Recruiting, Human Resources, Temporary Placement, Leadership, Talent Acquisition, Applicant Tracking..., Personnel Management, College Recruiting, Onboarding, Management, Interviews, Internet Recruiting, Call Centers, Talent Management, Sourcing, Employee Relations, PeopleSoft, Networking, Hiring, Executive Search, Performance Management, Taleo, Team Building, HRIS, Benefits Negotiation, Screening Resumes, Employee Benefits, Contract Recruitment, Deferred Compensation, Screening, Technical Recruiting, Leadership Development, Organizational..., Employee Engagement, Vendor Management, Call Center, SDLC, Project Management, Luceo Applicant..., SAP, New Hire Orientations, Staffing Services, Succession Planning
Education
University of North Texas
Drama and Dramatics/Theatre Arts, General
University of North Texas
Theatre Arts
Ilana Messing's Bear Stearns Experience June 2006 - August 2006
Job MasterCard Labs
Industry Internet
Experience
MasterCard July 2014 - Present
Independent Consultant July 2013 - July 2014
Greenberg Educational Group, Inc. January 2013 - July 2014
Top It Frozen Yogurt December 2009 - June 2013
UBS August 2007 - May 2009
Bear Stearns June 2006 - August 2006
Skills
Business Development, Go-to-market Strategy, Product Innovation, Start-up Ventures, New Market Expansion, Product Strategies, Project Management, Latin America, Marketing Strategy, Strategic Partnerships, Financial Analysis, Entrepreneurship, Strategy, Business Strategy, Start-ups, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Finance
MasterCard July 2014 - Present
Independent Consultant July 2013 - July 2014
Greenberg Educational Group, Inc. January 2013 - July 2014
Top It Frozen Yogurt December 2009 - June 2013
UBS August 2007 - May 2009
Bear Stearns June 2006 - August 2006
Skills
Business Development, Go-to-market Strategy, Product Innovation, Start-up Ventures, New Market Expansion, Product Strategies, Project Management, Latin America, Marketing Strategy, Strategic Partnerships, Financial Analysis, Entrepreneurship, Strategy, Business Strategy, Start-ups, Cross-functional Team...
Education
University of Pennsylvania - The Wharton School 2003 — 2007
Bachelor of Science in Economics, Finance
Don Murray Don Murray's Bear Stearns Experience February 1994 - August 1998
Job Open to New Opportunities
Industry Information Technology and Services
Experience
General Electric Power & Light (Granite Services) Tampa Florida December 2014 - July 2015
PSCU Financial August 2014 - January 2015
Capital One Financial July 2010 - June 2014
Metlife March 2004 - March 2009
EuroSport Cycles Inc January 2004 - January 2009
Philip Morris (Kraft, Nabisco, Miller Brewing) Westchester, New York July 2000 - January 2003
Citibank February 1999 - November 2001
Bear Stearns February 1994 - August 1998
Skills
Enterprise Architecture, SOA, Websphere, Middleware, EAI, Solution Architecture, Integration, PMP, ITIL, WebSphere, Vendor Management
Education
University of Phoenix 1987 — 2010
Honorable Technical Degrees of Several IT Related Subjects
University of Phoenix 1996 — 2005
Master's degree
General Electric Power & Light (Granite Services) Tampa Florida December 2014 - July 2015
PSCU Financial August 2014 - January 2015
Capital One Financial July 2010 - June 2014
Metlife March 2004 - March 2009
EuroSport Cycles Inc January 2004 - January 2009
Philip Morris (Kraft, Nabisco, Miller Brewing) Westchester, New York July 2000 - January 2003
Citibank February 1999 - November 2001
Bear Stearns February 1994 - August 1998
Skills
Enterprise Architecture, SOA, Websphere, Middleware, EAI, Solution Architecture, Integration, PMP, ITIL, WebSphere, Vendor Management
Education
University of Phoenix 1987 — 2010
Honorable Technical Degrees of Several IT Related Subjects
University of Phoenix 1996 — 2005
Master's degree
Corey J. Brisee's Bear Stearns Experience 2007 - 2008
Job Customer Success Manager at WalkMe™
Industry Information Technology and Services
Experience
WalkMe™ August 2015 - Present
Robert W. Baird & Co. January 2013 - July 2015
Jefferies & Company January 2011 - September 2012
Jefferies & Company 2010 - 2011
JP Morgan 2008 - 2009
Bear Stearns 2007 - 2008
Education
University of Notre Dame 2003 — 2007
BBA, Finance
Delbarton School 1999 — 2003
WalkMe™ August 2015 - Present
Robert W. Baird & Co. January 2013 - July 2015
Jefferies & Company January 2011 - September 2012
Jefferies & Company 2010 - 2011
JP Morgan 2008 - 2009
Bear Stearns 2007 - 2008
Education
University of Notre Dame 2003 — 2007
BBA, Finance
Delbarton School 1999 — 2003
Jason Wald Jason Wald's Bear Stearns Experience May 2007 - June 2007
Job Manager, Acquisitions & Distribution at RadiusTWC, The Weinstein Company
Industry Entertainment
Experience
Radius-TWC, The Weinstein Company September 2013 - Present
Radius-TWC, The Weinstein Company November 2011 - September 2013
Cinetic Media December 2010 - November 2011
Cinetic Media July 2010 - November 2011
MTV Networks May 2008 - August 2008
HBO June 2007 - August 2007
Bear Stearns May 2007 - June 2007
Nomura Securities July 2006 - July 2006
Showtime Networks May 2006 - June 2006
Skills
Film, Entertainment, Digital Media, Documentaries
Education
University of Pennsylvania 2006 — 2010
BA, English, Cinema Studies, History
Scarsdale High School 2002 — 2006
Radius-TWC, The Weinstein Company September 2013 - Present
Radius-TWC, The Weinstein Company November 2011 - September 2013
Cinetic Media December 2010 - November 2011
Cinetic Media July 2010 - November 2011
MTV Networks May 2008 - August 2008
HBO June 2007 - August 2007
Bear Stearns May 2007 - June 2007
Nomura Securities July 2006 - July 2006
Showtime Networks May 2006 - June 2006
Skills
Film, Entertainment, Digital Media, Documentaries
Education
University of Pennsylvania 2006 — 2010
BA, English, Cinema Studies, History
Scarsdale High School 2002 — 2006
Harry Weiner's Bear Stearns Experience March 1998 - November 1998
Job Partner, OnRamps
Industry Staffing and Recruiting
Experience
On-Ramps October 2006 - Present
Kalai Foundation January 1998 - Present
Glocap Search LLC November 1998 - December 2006
Bear Stearns March 1998 - November 1998
Skills
Executive Search, Recruiting, Entrepreneurship, Leadership, Executive Management, Management, Start-ups, Strategic Planning, Business Strategy, Strategy, Consulting, Nonprofits, Business Development, Networking, Interviews, Social Media
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Entrepreneurial Management
University of Pennsylvania 1991 — 1995
BA, Paleobiology
York Suburban Senior High School 1988 — 1991
On-Ramps October 2006 - Present
Kalai Foundation January 1998 - Present
Glocap Search LLC November 1998 - December 2006
Bear Stearns March 1998 - November 1998
Skills
Executive Search, Recruiting, Entrepreneurship, Leadership, Executive Management, Management, Start-ups, Strategic Planning, Business Strategy, Strategy, Consulting, Nonprofits, Business Development, Networking, Interviews, Social Media
Education
University of Pennsylvania - The Wharton School 2004 — 2006
MBA, Entrepreneurial Management
University of Pennsylvania 1991 — 1995
BA, Paleobiology
York Suburban Senior High School 1988 — 1991
Chris Grace Chris Grace's Bear Stearns Experience 1995 - 2000
Job Laziest Employee of the Month
Industry Entertainment
Experience
Self-Employed September 2014 - Present
50 Shades! The Musical Parody April 2013 - September 2014
Peoples Improv Theater October 2003 - April 2013
MTA April 2002 - May 2010
DecisionQuest 2001 - 2002
flooz.com 2000 - 2000
ToggleThis 1999 - 2000
Bear Stearns 1995 - 2000
North Carolina School of the Arts 1991 - 1995
Skills
Improvisation, Production, Acting, Comedy, Theatre
Education
North Carolina School of the Arts 1991 — 1995
Bachelor of Fine Arts (BFA), Drama
Self-Employed September 2014 - Present
50 Shades! The Musical Parody April 2013 - September 2014
Peoples Improv Theater October 2003 - April 2013
MTA April 2002 - May 2010
DecisionQuest 2001 - 2002
flooz.com 2000 - 2000
ToggleThis 1999 - 2000
Bear Stearns 1995 - 2000
North Carolina School of the Arts 1991 - 1995
Skills
Improvisation, Production, Acting, Comedy, Theatre
Education
North Carolina School of the Arts 1991 — 1995
Bachelor of Fine Arts (BFA), Drama
Bob Parzick Bob Parzick's Bear Stearns Experience May 1999 - October 2001
Job Managing Director at Cody Peak Advisors LLC
Industry Investment Banking
Experience
Cody Peak Advisors LLC November 2014 - Present
Eureka Capital Partners, LLC April 2003 - November 2014
Bear Stearns May 1999 - October 2001
CS First Boston September 1991 - March 1996
Kidder Peabody April 1990 - September 1991
Drexel Burnham Lambert September 1988 - February 1990
Dow Chemical July 1982 - June 1986
Skills
Capital Markets, Investment Banking, Mergers & Acquisitions, Leveraged Finance, Valuation, Due Diligence, Private Equity, Corporate Development, Restructuring, Strategy, Corporate Finance, Strategic Planning, Financial Modeling, Start-ups, Venture Capital, Management
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Pennsylvania State University 1977 — 1982
BS, Chemical Engineering
Cody Peak Advisors LLC November 2014 - Present
Eureka Capital Partners, LLC April 2003 - November 2014
Bear Stearns May 1999 - October 2001
CS First Boston September 1991 - March 1996
Kidder Peabody April 1990 - September 1991
Drexel Burnham Lambert September 1988 - February 1990
Dow Chemical July 1982 - June 1986
Skills
Capital Markets, Investment Banking, Mergers & Acquisitions, Leveraged Finance, Valuation, Due Diligence, Private Equity, Corporate Development, Restructuring, Strategy, Corporate Finance, Strategic Planning, Financial Modeling, Start-ups, Venture Capital, Management
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Pennsylvania State University 1977 — 1982
BS, Chemical Engineering
Daniel Silvers Daniel Silvers's Bear Stearns Experience August 1999 - October 2005
Job Managing Member at Matthews Lane Capital Partners LLC
Industry Financial Services
Experience
Matthews Lane Capital Partners LLC June 2015 - Present
Forestar Group Inc. February 2015 - Present
bwin.party digital entertainment June 2014 - Present
India Hospitality Corp. December 2010 - Present
SpringOwl Asset Management LLC March 2009 - June 2015
IGT March 2013 - November 2013
UHS 2009 - 2011
Western Liberty Bancorp April 2009 - October 2010
Fortress Investment Group LLC October 2005 - March 2009
Bear Stearns August 1999 - October 2005
Skills
Private Equity, Hedge Funds, Equities, Capital Markets, Alternative Investments
Education
University of Pennsylvania 1994 — 1999
BS; MBA, Economics and Finance
Horace Mann School 1981 — 1994
High School, High School/Secondary Diplomas and Certificates
Matthews Lane Capital Partners LLC June 2015 - Present
Forestar Group Inc. February 2015 - Present
bwin.party digital entertainment June 2014 - Present
India Hospitality Corp. December 2010 - Present
SpringOwl Asset Management LLC March 2009 - June 2015
IGT March 2013 - November 2013
UHS 2009 - 2011
Western Liberty Bancorp April 2009 - October 2010
Fortress Investment Group LLC October 2005 - March 2009
Bear Stearns August 1999 - October 2005
Skills
Private Equity, Hedge Funds, Equities, Capital Markets, Alternative Investments
Education
University of Pennsylvania 1994 — 1999
BS; MBA, Economics and Finance
Horace Mann School 1981 — 1994
High School, High School/Secondary Diplomas and Certificates
Jeffrey Kiley Jeffrey Kiley's Bear Stearns Experience 2006 - July 2008
Job Senior Institutional Sales Executive at Fiserv Investment Services
Industry Capital Markets
Experience
Fiserv 2015 - Present
Omgeo,LLC A DTCC I Thomson Reuters Company 2012 - 2013
JPMorgan 2008 - July 2012
Bear Stearns 2006 - July 2008
Bank of New York Mellon 2000 - August 2006
Pershing 2003 - 2006
Cowen & Company 1988 - May 2000
Newbridge Securities 1986 - 1988
Wall Street Clearing Company 1984 - September 1986
EF Hutton & Co. 1982 - September 1984
Skills
Equities, Series 7, Securities, Series 24, Series 63, series 27, Alternative Investments, Asset Management, Asset Managment, Back Office, CRM, Fixed Income, Hedge Funds, Investment Banking, Trading Systems, Management, Prime Brokerage, Capital Markets, Electronic Trading, FINRA, Mutual Funds, Investments, Options, Derivatives, Financial Markets, Bloomberg, Financial Services, Settlement, Trading, Relationship Management, Risk Management, Equity Trading, Middle Office, Equity Research, Trading Strategies, Wealth Management, Equity Derivatives
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor's degree, Economics & Finance
University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
Fiserv 2015 - Present
Omgeo,LLC A DTCC I Thomson Reuters Company 2012 - 2013
JPMorgan 2008 - July 2012
Bear Stearns 2006 - July 2008
Bank of New York Mellon 2000 - August 2006
Pershing 2003 - 2006
Cowen & Company 1988 - May 2000
Newbridge Securities 1986 - 1988
Wall Street Clearing Company 1984 - September 1986
EF Hutton & Co. 1982 - September 1984
Skills
Equities, Series 7, Securities, Series 24, Series 63, series 27, Alternative Investments, Asset Management, Asset Managment, Back Office, CRM, Fixed Income, Hedge Funds, Investment Banking, Trading Systems, Management, Prime Brokerage, Capital Markets, Electronic Trading, FINRA, Mutual Funds, Investments, Options, Derivatives, Financial Markets, Bloomberg, Financial Services, Settlement, Trading, Relationship Management, Risk Management, Equity Trading, Middle Office, Equity Research, Trading Strategies, Wealth Management, Equity Derivatives
Education
Fairleigh Dickinson University-Metropolitan Campus
Bachelor's degree, Economics & Finance
University of Pennsylvania - The Wharton School
SIFMA Securities Industry Institute
Dave Hafner, CFA's Bear Stearns Experience June 2007 - August 2007
Job Senior Director, Corporate Development & Investor Relations at SolarWinds
Industry Computer Software
Experience
SolarWinds October 2010 - Present
J.P. Morgan 2008 - 2010
Bear Stearns June 2007 - August 2007
Imagine Software, Inc 2004 - 2006
Unisys/TechHackers 1998 - 2004
Skills
Equity Research, Corporate Finance, Investor Relations, Equities, Valuation, Financial Modeling, Financial Analysis, Corporate Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2006 — 2008
M.B.A., Finance and Corporate Accounting
University of Rhode Island 1994 — 1998
B.A., Finance and Management Information Systems
SolarWinds October 2010 - Present
J.P. Morgan 2008 - 2010
Bear Stearns June 2007 - August 2007
Imagine Software, Inc 2004 - 2006
Unisys/TechHackers 1998 - 2004
Skills
Equity Research, Corporate Finance, Investor Relations, Equities, Valuation, Financial Modeling, Financial Analysis, Corporate Development
Education
University of Rochester - William E. Simon Graduate School of Business Administration 2006 — 2008
M.B.A., Finance and Corporate Accounting
University of Rhode Island 1994 — 1998
B.A., Finance and Management Information Systems
Jonathan Tyburski's Bear Stearns Experience November 2004 - February 2006
Job Principal, Middle Market Special Situations at DW Partners, LP
Industry Venture Capital & Private Equity
Experience
DW Partners, LP August 2015 - Present
Versa Capital Management June 2008 - June 2015
Paramount Biocapital Asset Management February 2006 - May 2008
Bear Stearns November 2004 - February 2006
Houlihan Lokey July 2002 - November 2004
Lehman Brothers July 2001 - August 2001
Enron June 2000 - August 2000
Skills
Private Equity, Venture Capital, Investment Banking, Equity Research, Finance, Special Situations, Strategy, Entrepreneurship, Due Diligence, LBO, Valuation, Investments, Business Strategy, Financial Modeling, Mergers & Acquisitions, Corporate Development, Business Planning, Hedge Funds, Equities, Financial Analysis, Business Valuation, Start-ups, Corporate Finance, Restructuring, Leveraged Finance, Management Consulting, Portfolio Management
Education
University of Pennsylvania 1998 — 2002
B.S., Finance and Accounting
Archbishop Wood High School
DW Partners, LP August 2015 - Present
Versa Capital Management June 2008 - June 2015
Paramount Biocapital Asset Management February 2006 - May 2008
Bear Stearns November 2004 - February 2006
Houlihan Lokey July 2002 - November 2004
Lehman Brothers July 2001 - August 2001
Enron June 2000 - August 2000
Skills
Private Equity, Venture Capital, Investment Banking, Equity Research, Finance, Special Situations, Strategy, Entrepreneurship, Due Diligence, LBO, Valuation, Investments, Business Strategy, Financial Modeling, Mergers & Acquisitions, Corporate Development, Business Planning, Hedge Funds, Equities, Financial Analysis, Business Valuation, Start-ups, Corporate Finance, Restructuring, Leveraged Finance, Management Consulting, Portfolio Management
Education
University of Pennsylvania 1998 — 2002
B.S., Finance and Accounting
Archbishop Wood High School
Aryeh Zuber Aryeh Zuber's Bear Stearns Experience June 2002 - August 2002
Job Executive Compensation and Benefits Associate at Dechert LLP
Industry Law Practice
Experience
Dechert LLP June 2015 - Present
Weil Gotshal and Manges July 2012 - May 2015
Sullivan & Cromwell LLP October 2006 - June 2012
Goldman Sachs August 2009 - January 2010
New York State Supreme Court June 2004 - August 2004
Bear Stearns June 2002 - August 2002
Skills
Litigation, Mergers, Financial Regulation, Securities Regulation, Antitrust, Securities Law, Employment Law, Employee Handbooks, Employment Contracts, Appeals, Bankruptcy, Commercial Litigation, Competition Law, Corporate Governance, Corporate Law, Courts, Depositions, Due Diligence, Joint Ventures, Legal Research, Legal Writing, Mergers, Motions, Securities, Tax Law, Trials, Arbitration
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Certificate in Business and Public Policy, Finance
University of Pennsylvania Law School 2003 — 2006
JD, Law
Yeshiva Shaar Hatorah 1994 — 2003
BTL, Talmud, 4.0
Dechert LLP June 2015 - Present
Weil Gotshal and Manges July 2012 - May 2015
Sullivan & Cromwell LLP October 2006 - June 2012
Goldman Sachs August 2009 - January 2010
New York State Supreme Court June 2004 - August 2004
Bear Stearns June 2002 - August 2002
Skills
Litigation, Mergers, Financial Regulation, Securities Regulation, Antitrust, Securities Law, Employment Law, Employee Handbooks, Employment Contracts, Appeals, Bankruptcy, Commercial Litigation, Competition Law, Corporate Governance, Corporate Law, Courts, Depositions, Due Diligence, Joint Ventures, Legal Research, Legal Writing, Mergers, Motions, Securities, Tax Law, Trials, Arbitration
Education
University of Pennsylvania - The Wharton School 2003 — 2006
Certificate in Business and Public Policy, Finance
University of Pennsylvania Law School 2003 — 2006
JD, Law
Yeshiva Shaar Hatorah 1994 — 2003
BTL, Talmud, 4.0
Nick Meldrum's Bear Stearns Experience June 2004 - October 2008
Job Vice President at Post Sales
Industry Food & Beverages
Experience
Fresh & Easy Neighborhood Market, Inc. May 2012 - April 2014
Self Employed January 2009 - May 2012
Weapon7 January 2011 - March 2011
Bear Stearns June 2004 - October 2008
Skills
Forecasting, Strategic Planning, Creative Strategy, Investment Banking, Customer Relations, Account Management, Excel, Microsoft Office, PowerPoint, Word, Financial Analysis, Problem Solving, Trading, Outlook, B2B, Social Media, FX, Portfolio Management, Equities, Microsoft Excel, Customer Service, Supply Chain, Team Building, Retail, Sales
Education
University of Portsmouth 2001 — 2004
BA (Hons.), Marketing
Fresh & Easy Neighborhood Market, Inc. May 2012 - April 2014
Self Employed January 2009 - May 2012
Weapon7 January 2011 - March 2011
Bear Stearns June 2004 - October 2008
Skills
Forecasting, Strategic Planning, Creative Strategy, Investment Banking, Customer Relations, Account Management, Excel, Microsoft Office, PowerPoint, Word, Financial Analysis, Problem Solving, Trading, Outlook, B2B, Social Media, FX, Portfolio Management, Equities, Microsoft Excel, Customer Service, Supply Chain, Team Building, Retail, Sales
Education
University of Portsmouth 2001 — 2004
BA (Hons.), Marketing
Beth Byszewski Beth Byszewski's Bear Stearns Experience 2004 - 2006
Job Director of Recruitment
Industry Information Technology and Services
Experience
Eze Castle Integration December 2006 - Present
Bear Stearns 2004 - 2006
Stride & Associates 2003 - 2004
Skills
HRIS Management, Global Recruitment, Performance Metrics, Training and Development, HR Business Partnering, Vendor Management, Vendor Relations, Technical Recruiting, College Recruiting, Compensation Negotiation, Performance Management, Global Talent..., Benchmarking, Contract Negotiation
Education
University of Rhode Island 1999 — 2003
Bachelor of Arts (BA), Communication
Montville Township High School 1995 — 1999
Eze Castle Integration December 2006 - Present
Bear Stearns 2004 - 2006
Stride & Associates 2003 - 2004
Skills
HRIS Management, Global Recruitment, Performance Metrics, Training and Development, HR Business Partnering, Vendor Management, Vendor Relations, Technical Recruiting, College Recruiting, Compensation Negotiation, Performance Management, Global Talent..., Benchmarking, Contract Negotiation
Education
University of Rhode Island 1999 — 2003
Bachelor of Arts (BA), Communication
Montville Township High School 1995 — 1999
Eric Winn Eric Winn's Bear Stearns Experience March 2006 - June 2008
Job Managing Director at Pacific Crest Securities
Industry Investment Banking
Experience
Pacific Crest Securities July 2008 - Present
Bear Stearns March 2006 - June 2008
Friedman Billings Ramsey August 2003 - February 2006
Citigroup (Salomon Smith Barney) August 1999 - December 2001
First Consulting Group July 1998 - July 1999
Skills
Mergers & Acquisitions, Investment Banking, Digital Media, Venture Capital, Valuation, Private Equity, Financial Modeling, Corporate Development, Private Placements, Corporate Finance, Equities, Due Diligence, Start-ups, IPO, Strategy, Capital Markets
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1997
B.S., Business Administration (Finance Concentration), Economics Minor
Pacific Crest Securities July 2008 - Present
Bear Stearns March 2006 - June 2008
Friedman Billings Ramsey August 2003 - February 2006
Citigroup (Salomon Smith Barney) August 1999 - December 2001
First Consulting Group July 1998 - July 1999
Skills
Mergers & Acquisitions, Investment Banking, Digital Media, Venture Capital, Valuation, Private Equity, Financial Modeling, Corporate Development, Private Placements, Corporate Finance, Equities, Due Diligence, Start-ups, IPO, Strategy, Capital Markets
Education
University of Oregon - Charles H. Lundquist College of Business 1993 — 1997
B.S., Business Administration (Finance Concentration), Economics Minor
Isa Simmons, MBA's Bear Stearns Experience April 2000 - July 2001
Job TAX/FATCA SME/FATCA Project Manager
Industry Financial Services
Experience
HSBC March 2014 - June 2015
Globe Tax Services March 2012 - January 2014
Royal Bank of Scotland, Change Management August 2010 - June 2011
UBS Wealth Management & Business Banking August 2007 - March 2008
Smith Barney / Citigroup, January 2004 - July 2007
Smith Barney January 2002 - July 2007
Fahnestock & Company September 2001 - December 2001
Bear Stearns April 2000 - July 2001
Skills
PowerPoint, Visio, Microsoft Office, Vlookup, Fixed Income, Equities, Windows 7, Bloomberg, FATCA, Windows Server, DOS, Macro, Account Reconciliation, Microsoft Excel, Accounting, Hedge Funds, Financial Services, Payroll, Prime Brokerage, AML, Back Office, Analysis, Training, Securities, Accounts Payable, Project Management, Settlement, Software Documentation, Corporate Actions, Leadership, Access, Derivatives, Employee Benefits, Financial Analysis, Windows Server 2003, MS Office Suite, Advanced Excel, macros, pivot tables, Validation (W-8 and W-9), PeopleSoft, SharePoint
Education
University of Phoenix 2008 — 2010
MBA
College of Staten Island 1995 — 2000
Virginia State University, VA 1994 — 1995
BA
HSBC March 2014 - June 2015
Globe Tax Services March 2012 - January 2014
Royal Bank of Scotland, Change Management August 2010 - June 2011
UBS Wealth Management & Business Banking August 2007 - March 2008
Smith Barney / Citigroup, January 2004 - July 2007
Smith Barney January 2002 - July 2007
Fahnestock & Company September 2001 - December 2001
Bear Stearns April 2000 - July 2001
Skills
PowerPoint, Visio, Microsoft Office, Vlookup, Fixed Income, Equities, Windows 7, Bloomberg, FATCA, Windows Server, DOS, Macro, Account Reconciliation, Microsoft Excel, Accounting, Hedge Funds, Financial Services, Payroll, Prime Brokerage, AML, Back Office, Analysis, Training, Securities, Accounts Payable, Project Management, Settlement, Software Documentation, Corporate Actions, Leadership, Access, Derivatives, Employee Benefits, Financial Analysis, Windows Server 2003, MS Office Suite, Advanced Excel, macros, pivot tables, Validation (W-8 and W-9), PeopleSoft, SharePoint
Education
University of Phoenix 2008 — 2010
MBA
College of Staten Island 1995 — 2000
Virginia State University, VA 1994 — 1995
BA
Ken Sena Ken Sena's Bear Stearns Experience March 2007 - June 2008
Job Managing Director, Internet Analyst at Evercore Institutional Equities
Industry Financial Services
Experience
Evercore Partners, Institutional Equities June 2010 - Present
Credit Suisse June 2008 - June 2010
Bear Stearns March 2007 - June 2008
MTV Networks / Logo December 2005 - March 2007
Time Inc. June 2000 - September 2005
Salomon Smith Barney July 1999 - June 2000
Skills
Equities, Valuation, Financial Modeling, Equity Research, Hedge Funds, Fixed Income, Equity Trading, DCF, Capital Markets, Investments, Corporate Development, Investment Banking, Investment Strategies, Investor Relations, Private Equity, Investment Management, M&A experience, Series 7, Asset Managment, Value Investing, Equity Valuation, Bloomberg, Venture Capital, Finance, Alternative Investments, Stock Picking, Securities, Financial Markets, Corporate Finance, Buy-side, Special Situations, Economics, Portfolio Management, Business Strategy, Series 63, IPO, Asset Allocation, Competitive Analysis, Mutual Funds, Institutional Investors, Due Diligence, Business Valuation, Emerging Markets, LBO, Sell Side, Trading, Bonds, Derivatives, Financial Analysis, Mergers
Education
University of Pennsylvania - The Wharton School 1996 — 1999
BA/BS, Economics, Management
Evercore Partners, Institutional Equities June 2010 - Present
Credit Suisse June 2008 - June 2010
Bear Stearns March 2007 - June 2008
MTV Networks / Logo December 2005 - March 2007
Time Inc. June 2000 - September 2005
Salomon Smith Barney July 1999 - June 2000
Skills
Equities, Valuation, Financial Modeling, Equity Research, Hedge Funds, Fixed Income, Equity Trading, DCF, Capital Markets, Investments, Corporate Development, Investment Banking, Investment Strategies, Investor Relations, Private Equity, Investment Management, M&A experience, Series 7, Asset Managment, Value Investing, Equity Valuation, Bloomberg, Venture Capital, Finance, Alternative Investments, Stock Picking, Securities, Financial Markets, Corporate Finance, Buy-side, Special Situations, Economics, Portfolio Management, Business Strategy, Series 63, IPO, Asset Allocation, Competitive Analysis, Mutual Funds, Institutional Investors, Due Diligence, Business Valuation, Emerging Markets, LBO, Sell Side, Trading, Bonds, Derivatives, Financial Analysis, Mergers
Education
University of Pennsylvania - The Wharton School 1996 — 1999
BA/BS, Economics, Management
Erika Begun Erika Begun's Bear Stearns Experience 2000 - 2005
Job Vice President, Global Communications at Universal Music Group
Industry Music
Experience
Universal Music Group May 2014 - Present
Warner Music Group March 2006 - May 2014
Deutsche Bank 2005 - 2006
Bear Stearns 2000 - 2005
Skills
Investment Banking, Investor Relations, Financial Modeling, Corporate Development, Mergers & Acquisitions, Strategy, Valuation, Strategic Partnerships, Digital Media, Financial Analysis, Competitive Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Yale University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Universal Music Group May 2014 - Present
Warner Music Group March 2006 - May 2014
Deutsche Bank 2005 - 2006
Bear Stearns 2000 - 2005
Skills
Investment Banking, Investor Relations, Financial Modeling, Corporate Development, Mergers & Acquisitions, Strategy, Valuation, Strategic Partnerships, Digital Media, Financial Analysis, Competitive Analysis, Corporate Finance
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Yale University 1996 — 2000
Bachelor of Arts (B.A.), Economics
Jonathan Golub Jonathan Golub's Bear Stearns Experience May 2007 - May 2008
Job
Industry Investment Banking
Experience
UBS Investment Bank August 2009 - August 2013
Bear Stearns May 2007 - May 2008
JP Morgan Asset Management April 2001 - May 2007
Skills
Equities, Hedge Funds, Alternative Investments, Portfolio Management, Economics, Quantitative Investing, Public Speaking, Valuation, Bloomberg
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BSE, Economics/Accounting
UBS Investment Bank August 2009 - August 2013
Bear Stearns May 2007 - May 2008
JP Morgan Asset Management April 2001 - May 2007
Skills
Equities, Hedge Funds, Alternative Investments, Portfolio Management, Economics, Quantitative Investing, Public Speaking, Valuation, Bloomberg
Education
University of Pennsylvania - The Wharton School 1982 — 1986
BSE, Economics/Accounting
Douglas Reid's Bear Stearns Experience August 1999 - August 2001
Job Senior Vice President, Research Analyst at Atalanta Sosnoff Capital
Industry Investment Management
Experience
Atalanta Sosnoff Capital April 2011 - Present
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners February 2002 - July 2010
Bear Stearns August 1999 - August 2001
ING Barings February 1995 - August 1997
Skills
Chartered Financial..., Portfolio Management, Equity Research, Macroeconomics, Financial Modeling, Valuation, Equities, Alternative Investments, Emerging Markets, Hedge Funds, Investments, Capital Markets
Education
University of Rochester - Simon School of Business 1997 — 1999
MBA, Finance
University of Ottawa / Université d'Ottawa 1990 — 1994
BCom, BSocSc (Economics)
Atalanta Sosnoff Capital April 2011 - Present
Stifel Nicolaus July 2010 - March 2011
Thomas Weisel Partners February 2002 - July 2010
Bear Stearns August 1999 - August 2001
ING Barings February 1995 - August 1997
Skills
Chartered Financial..., Portfolio Management, Equity Research, Macroeconomics, Financial Modeling, Valuation, Equities, Alternative Investments, Emerging Markets, Hedge Funds, Investments, Capital Markets
Education
University of Rochester - Simon School of Business 1997 — 1999
MBA, Finance
University of Ottawa / Université d'Ottawa 1990 — 1994
BCom, BSocSc (Economics)
Jane Penner's Bear Stearns Experience March 2004 - March 2008
Job Vice President, Head of Investor Relations at Alibaba Group
Industry Internet
Experience
Alibaba Group August 2014 - Present
Google April 2008 - August 2014
Bear Stearns March 2004 - March 2008
TheStreet.com 1999 - 2002
Skills
Investor Relations, Equity Research, Mergers & Acquisitions, Hedge Funds, Capital Markets, Corporate Development, Competitive Analysis, Equities, Valuation, Venture Capital, IPO, Editing, Private Equity, Financial Statements, Versatile Writer, Strategic Communications, Financial Reporting
Education
University of Pennsylvania
MA, English
Williams College
BA, English
Alibaba Group August 2014 - Present
Google April 2008 - August 2014
Bear Stearns March 2004 - March 2008
TheStreet.com 1999 - 2002
Skills
Investor Relations, Equity Research, Mergers & Acquisitions, Hedge Funds, Capital Markets, Corporate Development, Competitive Analysis, Equities, Valuation, Venture Capital, IPO, Editing, Private Equity, Financial Statements, Versatile Writer, Strategic Communications, Financial Reporting
Education
University of Pennsylvania
MA, English
Williams College
BA, English
Darshan Bachhawat's Bear Stearns Experience July 2003 - March 2005
Job Director, Health Systems Business at ZocDoc
Industry Hospital & Health Care
Experience
ZocDoc January 2015 - Present
ZocDoc June 2012 - December 2014
CipherHealth November 2009 - March 2012
Transamerican Auto Parts August 2007 - May 2009
BSMB 2005 - 2007
Bear Stearns July 2003 - March 2005
Skills
Healthcare Technology, Healthcare, Executive Management, Financial Analysis, Forecasting, Sales Management, Sales Process, Client Relationship..., Salesforce.com, Direct Sales, Product Development, Product Management, Product Launch, Entrepreneur, Entrepreneurial..., Entrepreneurial Skills, Software Sales, Account Management, Upselling
Education
University of Pennsylvania - The Wharton School 1999 — 2002
BS Economics, Finance, Management
ZocDoc January 2015 - Present
ZocDoc June 2012 - December 2014
CipherHealth November 2009 - March 2012
Transamerican Auto Parts August 2007 - May 2009
BSMB 2005 - 2007
Bear Stearns July 2003 - March 2005
Skills
Healthcare Technology, Healthcare, Executive Management, Financial Analysis, Forecasting, Sales Management, Sales Process, Client Relationship..., Salesforce.com, Direct Sales, Product Development, Product Management, Product Launch, Entrepreneur, Entrepreneurial..., Entrepreneurial Skills, Software Sales, Account Management, Upselling
Education
University of Pennsylvania - The Wharton School 1999 — 2002
BS Economics, Finance, Management
Janet Chang, CFA's Bear Stearns Experience 1995 - 1996
Job
Industry Financial Services
Experience
Deutsche Bank Securities 1996 - 1999
Bear Stearns 1995 - 1996
Brown Brothers Harriman 1993 - 1995
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Deutsche Bank Securities 1996 - 1999
Bear Stearns 1995 - 1996
Brown Brothers Harriman 1993 - 1995
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Will Sarrett's Bear Stearns Experience June 2004 - May 2008
Job Director, Securitized Products Modeling, Barclays
Industry Financial Services
Experience
Barclays Capital October 2009 - Present
JPMorgan Chase June 2008 - October 2009
Bear Stearns June 2004 - May 2008
The Vanguard Group, Inc. June 2003 - May 2004
Education
University of Pennsylvania 1999 — 2003
Bachelor of Science in Engineering, Computer Science and Engineering
University of Pennsylvania 1999 — 2003
Bachelor of Arts, Mathematics
Barclays Capital October 2009 - Present
JPMorgan Chase June 2008 - October 2009
Bear Stearns June 2004 - May 2008
The Vanguard Group, Inc. June 2003 - May 2004
Education
University of Pennsylvania 1999 — 2003
Bachelor of Science in Engineering, Computer Science and Engineering
University of Pennsylvania 1999 — 2003
Bachelor of Arts, Mathematics
Teri Barclay's Bear Stearns Experience February 2004 - March 2006
Job Senior Asset Manager at HG Capital
Industry Commercial Real Estate
Experience
HG Capital March 2015 - Present
Situs Holdings October 2009 - March 2015
ING Clarion Partners May 2006 - August 2008
Bear Stearns February 2004 - March 2006
Skills
Real Estate Economics, Commercial Real Estate, Due Diligence, Financial Modeling, Valuation
Education
University of Pennsylvania - The Wharton School
HG Capital March 2015 - Present
Situs Holdings October 2009 - March 2015
ING Clarion Partners May 2006 - August 2008
Bear Stearns February 2004 - March 2006
Skills
Real Estate Economics, Commercial Real Estate, Due Diligence, Financial Modeling, Valuation
Education
University of Pennsylvania - The Wharton School
Vasant Javle's Bear Stearns Experience September 2006 - October 2007
Job Director of Applications Software at The CocaCola Company
Industry Computer Software
Experience
The Coca-Cola Company March 2015 - Present
The Coca-Cola Company June 2013 - March 2015
The Coca-Cola Company April 2012 - June 2013
Statera August 2010 - April 2012
nFocus solutions January 2010 - August 2010
ImageTag October 2007 - December 2009
Bear Stearns September 2006 - October 2007
inCode Wireless January 2006 - August 2006
Commerce Velocity 2004 - 2006
Perot Systems 1998 - 2004
Skills
Enterprise Software, Visual Studio, Agile Methodologies, Leadership, Product Management, Enterprise Architecture, Microsoft SQL Server, .NET, jQuery, Pre-sales, Architecture, Design Patterns, Business Intelligence, Software Development, Agile Project Management, ADO.NET, Mobile Applications, Technical Leadership, Mobile Devices, C#, T-SQL, Systems Analysis, ASP.NET MVC, AJAX, SQL, XML, Integration, XSL, HTML, Software Project..., LINQ, Cloud Computing, Entity Framework, Silverlight, Visio, Software Engineering, Program Management, MFC, Software Design, SOA, JavaScript, CSS, Java, ASP.NET, TFS, MySQL, Databases, Web Services, SharePoint, Certified Scrum Master...
Education
University of Pune 1986 — 1992
Bachelor of Electronics Engg, Electrical and Electronics Engineering
The Coca-Cola Company March 2015 - Present
The Coca-Cola Company June 2013 - March 2015
The Coca-Cola Company April 2012 - June 2013
Statera August 2010 - April 2012
nFocus solutions January 2010 - August 2010
ImageTag October 2007 - December 2009
Bear Stearns September 2006 - October 2007
inCode Wireless January 2006 - August 2006
Commerce Velocity 2004 - 2006
Perot Systems 1998 - 2004
Skills
Enterprise Software, Visual Studio, Agile Methodologies, Leadership, Product Management, Enterprise Architecture, Microsoft SQL Server, .NET, jQuery, Pre-sales, Architecture, Design Patterns, Business Intelligence, Software Development, Agile Project Management, ADO.NET, Mobile Applications, Technical Leadership, Mobile Devices, C#, T-SQL, Systems Analysis, ASP.NET MVC, AJAX, SQL, XML, Integration, XSL, HTML, Software Project..., LINQ, Cloud Computing, Entity Framework, Silverlight, Visio, Software Engineering, Program Management, MFC, Software Design, SOA, JavaScript, CSS, Java, ASP.NET, TFS, MySQL, Databases, Web Services, SharePoint, Certified Scrum Master...
Education
University of Pune 1986 — 1992
Bachelor of Electronics Engg, Electrical and Electronics Engineering
Andrew Hart's Bear Stearns Experience July 1998 - March 2007
Job CEO, Next Capital Management
Industry Financial Services
Experience
Next Capital Management January 1999 - Present
Bear Stearns July 1998 - March 2007
Goldman Sachs July 1990 - June 1998
Theodore Barry & Associates January 1987 - April 1988
Abner, Herrman, & Brock June 1986 - January 1987
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Investment Strategies, Fixed Income, Equities, Series 63, Wealth Management, Investment Management, Securities, Asset Managment, Mutual Funds, Investments, Equity Research, Private Equity
Education
The University of Chicago 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science (B.S.), Finance, General
Next Capital Management January 1999 - Present
Bear Stearns July 1998 - March 2007
Goldman Sachs July 1990 - June 1998
Theodore Barry & Associates January 1987 - April 1988
Abner, Herrman, & Brock June 1986 - January 1987
Skills
Alternative Investments, Asset Allocation, Investment Advisory, Investment Strategies, Fixed Income, Equities, Series 63, Wealth Management, Investment Management, Securities, Asset Managment, Mutual Funds, Investments, Equity Research, Private Equity
Education
The University of Chicago 1988 — 1990
MBA, Finance
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science (B.S.), Finance, General
David Spadea's Bear Stearns Experience June 2007 - July 2008
Job Vice President, Cloud Core Development, Engineering at TD
Industry Computer Software
Experience
TD January 2015 - Present
Bloomberg LP October 2013 - December 2014
Bloomberg LP March 2012 - October 2013
Goldman Sachs June 2010 - February 2012
Spadea Enterprises, Inc June 2005 - December 2010
Goldman Sachs August 2008 - May 2010
Bear Stearns June 2007 - July 2008
UBS Warburg 2005 - 2007
Citco Fund Services 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Perl, Sybase, Software Development, SDLC, Linux, SQL, Fixed Income, Ruby, Apache, Shell Scripting, Production Support, Unix, Java, Prime Brokerage, Electronic Trading, Ruby on Rails, Financial Services, Agile Methodologies, Oracle, Cloud Computing, Market Data, PostgreSQL, Distributed Systems, Risk Management, Investment Banking, Derivatives, Equity Derivatives, Credit Derivatives, DB2, MySQL, Virtualization, Amazon Web Services..., Unix Shell Scripting, Private Cloud, OpenStack, Amazon S3, Amazon EC2, Amazon CloudFront
Education
University of Phoenix 2007 — 2009
Pennsylvania State University, School of Engineering 1997 — 2000
Computer Science, Information Science and Technology
North Pocono High School 1993 — 1997
TD January 2015 - Present
Bloomberg LP October 2013 - December 2014
Bloomberg LP March 2012 - October 2013
Goldman Sachs June 2010 - February 2012
Spadea Enterprises, Inc June 2005 - December 2010
Goldman Sachs August 2008 - May 2010
Bear Stearns June 2007 - July 2008
UBS Warburg 2005 - 2007
Citco Fund Services 2004 - 2005
Morgan Stanley 2002 - 2004
Skills
Perl, Sybase, Software Development, SDLC, Linux, SQL, Fixed Income, Ruby, Apache, Shell Scripting, Production Support, Unix, Java, Prime Brokerage, Electronic Trading, Ruby on Rails, Financial Services, Agile Methodologies, Oracle, Cloud Computing, Market Data, PostgreSQL, Distributed Systems, Risk Management, Investment Banking, Derivatives, Equity Derivatives, Credit Derivatives, DB2, MySQL, Virtualization, Amazon Web Services..., Unix Shell Scripting, Private Cloud, OpenStack, Amazon S3, Amazon EC2, Amazon CloudFront
Education
University of Phoenix 2007 — 2009
Pennsylvania State University, School of Engineering 1997 — 2000
Computer Science, Information Science and Technology
North Pocono High School 1993 — 1997
Drew Eklund's Bear Stearns Experience 2005 - 2006
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
Evercore ISI November 2014 - August 2015
ISI Group April 2009 - October 2014
Merrill Lynch 2006 - January 2009
Bear Stearns 2005 - 2006
Skills
Equities, Equity Research, Capital Markets, Hedge Funds
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (BA)
Goldman Sachs September 2015 - Present
Evercore ISI November 2014 - August 2015
ISI Group April 2009 - October 2014
Merrill Lynch 2006 - January 2009
Bear Stearns 2005 - 2006
Skills
Equities, Equity Research, Capital Markets, Hedge Funds
Education
University of Pennsylvania 1999 — 2003
Bachelor of Arts (BA)
Alan Rotenberg's Bear Stearns Experience August 2006 - April 2008
Job Senior Applications Developer at Group One Trading, LP
Industry Financial Services
Experience
Group One Trading, LP August 2011 - Present
HETCO May 2008 - August 2011
Bear Stearns August 2006 - April 2008
Bridgewater Associates August 2003 - August 2006
Skills
Derivatives, Trading Systems, Fixed Income, Valuation, Equities, Bloomberg, Trading, Hedge Funds, Options, Java, Financial Modeling, Equity Derivatives
Education
University of Pennsylvania 1999 — 2003
Bachelor of Science (BSc), Computer Science and Engineering
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Mathematics (Economics minor)
Group One Trading, LP August 2011 - Present
HETCO May 2008 - August 2011
Bear Stearns August 2006 - April 2008
Bridgewater Associates August 2003 - August 2006
Skills
Derivatives, Trading Systems, Fixed Income, Valuation, Equities, Bloomberg, Trading, Hedge Funds, Options, Java, Financial Modeling, Equity Derivatives
Education
University of Pennsylvania 1999 — 2003
Bachelor of Science (BSc), Computer Science and Engineering
University of Pennsylvania 1999 — 2003
Bachelor of Arts (B.A.), Mathematics (Economics minor)
Laura Kirschbaum's Bear Stearns Experience July 2001 - June 2003
Job Development at Extell Development Company
Industry Real Estate
Experience
Extell Development Company November 2012 - Present
Port Authority of New York and New Jersey January 2010 - November 2012
New York City Economic Development Corporation December 2008 - January 2010
Forest City Ratner Companies June 2007 - August 2007
Hudson Yards Development Corporation June 2004 - June 2006
New York City Economic Development Corporation June 2003 - June 2004
Bear Stearns July 2001 - June 2003
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Real Estate
University of Pennsylvania 1997 — 2001
B.A., Mathematics and Economics
Extell Development Company November 2012 - Present
Port Authority of New York and New Jersey January 2010 - November 2012
New York City Economic Development Corporation December 2008 - January 2010
Forest City Ratner Companies June 2007 - August 2007
Hudson Yards Development Corporation June 2004 - June 2006
New York City Economic Development Corporation June 2003 - June 2004
Bear Stearns July 2001 - June 2003
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Real Estate
University of Pennsylvania 1997 — 2001
B.A., Mathematics and Economics
Vicki Crofts's Bear Stearns Experience 1996 - 2005
Job Director at Citi Private Equity
Industry Accounting
Experience
Citi Private Equity May 2007 - Present
Union Bancaire Privee Asset Management 2005 - 2007
UBP Asset Management 2005 - 2007
Union Bancaire Privee Asset Management 2005 - 2007
Bear Stearns Merchant Banking 2000 - 2005
Bear Stearns Asset Management Inc. 2000 - 2005
Bear Stearns 1996 - 2005
Skills
Private Equity, Accounting, Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, Financial Risk, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Budgets, Project Management, Risk Management, Strategic Planning, Valuation
Education
University of Northern Iowa 1984 — 1988
Bachelor of Arts (BA), Accounting
Citi Private Equity May 2007 - Present
Union Bancaire Privee Asset Management 2005 - 2007
UBP Asset Management 2005 - 2007
Union Bancaire Privee Asset Management 2005 - 2007
Bear Stearns Merchant Banking 2000 - 2005
Bear Stearns Asset Management Inc. 2000 - 2005
Bear Stearns 1996 - 2005
Skills
Private Equity, Accounting, Alternative Investments, Asset Management, Capital Markets, Derivatives, Equities, Financial Risk, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Budgets, Project Management, Risk Management, Strategic Planning, Valuation
Education
University of Northern Iowa 1984 — 1988
Bachelor of Arts (BA), Accounting
Andrew Louw's Bear Stearns Experience July 2003 - June 2008
Job JPMorgan
Industry Banking
Experience
J.P. Morgan July 2014 - Present
JP Morgan June 2008 - July 2014
Bear Stearns July 2003 - June 2008
ERisk December 2000 - July 2003
PricewaterhouseCoopers August 1999 - December 2000
Education
University of Pennsylvania 1995 — 1999
BS, BA, Finance, Biochemistry
J.P. Morgan July 2014 - Present
JP Morgan June 2008 - July 2014
Bear Stearns July 2003 - June 2008
ERisk December 2000 - July 2003
PricewaterhouseCoopers August 1999 - December 2000
Education
University of Pennsylvania 1995 — 1999
BS, BA, Finance, Biochemistry
Donald Cherry's Bear Stearns Experience July 1989 - April 1991
Job Managing Director, Criterion Management LLC
Industry Financial Services
Experience
Criterion Management LLC March 2009 - Present
Don Cherry Management August 2004 - Present
Oppenheimer & Co. January 2002 - November 2008
Prime Charter LTD. March 1991 - January 2002
Bear Stearns July 1989 - April 1991
Drexel Burnham Lambert November 1988 - July 1989
Education
University of Pittsburgh 1981 — 1985
BA, Rhetoric/Communications
Beach Channel High School 1979 — 1981
Criterion Management LLC March 2009 - Present
Don Cherry Management August 2004 - Present
Oppenheimer & Co. January 2002 - November 2008
Prime Charter LTD. March 1991 - January 2002
Bear Stearns July 1989 - April 1991
Drexel Burnham Lambert November 1988 - July 1989
Education
University of Pittsburgh 1981 — 1985
BA, Rhetoric/Communications
Beach Channel High School 1979 — 1981
Karen Weinerman's Bear Stearns Experience January 1985 - January 1997
Job Life Insurance Agent, American Income Life
Industry Insurance
Experience
American Income Life February 2011 - Present
T YELLOW PAGES January 1999 - Present
AT&T Advertising Solutions February 1999 - June 2010
IBEW Local 2139 February 1999 - June 2010
Bear Stearns January 1985 - January 1997
Education
University of Phoenix 1999 — 2002
University of Phoenix
American Income Life February 2011 - Present
T YELLOW PAGES January 1999 - Present
AT&T Advertising Solutions February 1999 - June 2010
IBEW Local 2139 February 1999 - June 2010
Bear Stearns January 1985 - January 1997
Education
University of Phoenix 1999 — 2002
University of Phoenix
Catherine Frey's Bear Stearns Experience 1993 - 2001
Job Partner, Head of Credit Investment Solutions
Industry Investment Management
Experience
MatlinPatterson April 2013 - Present
Frey Capital Advisors, LLC 2005 - December 2012
Morgan Stanley 2003 - 2005
Bear Stearns 1993 - 2001
Donaldson, Lufkin & Jenrette March 1990 - March 1993
Drexel Burnham Lambert June 1989 - February 1990
Skills
Hedge Funds, Alternative Investments, High Yield, Capital Markets, Special Situations, Investment Banking, Private Equity, Investor Relations
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Finance and international business
Bishop Ludden high school 1981 — 1985
MatlinPatterson April 2013 - Present
Frey Capital Advisors, LLC 2005 - December 2012
Morgan Stanley 2003 - 2005
Bear Stearns 1993 - 2001
Donaldson, Lufkin & Jenrette March 1990 - March 1993
Drexel Burnham Lambert June 1989 - February 1990
Skills
Hedge Funds, Alternative Investments, High Yield, Capital Markets, Special Situations, Investment Banking, Private Equity, Investor Relations
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Finance and international business
Bishop Ludden high school 1981 — 1985
Seth Zeleznik's Bear Stearns Experience June 2006 - June 2008
Job Blackstone Alternative Asset Management Special Situations
Industry Financial Services
Experience
The Blackstone Group June 2008 - Present
Bear Stearns June 2006 - June 2008
Skills
Hedge Funds
Education
University of Pennsylvania 2002 — 2006
oceanside
oceanside
The Blackstone Group June 2008 - Present
Bear Stearns June 2006 - June 2008
Skills
Hedge Funds
Education
University of Pennsylvania 2002 — 2006
oceanside
oceanside
Lawrence Rapp's Bear Stearns Experience 1997 - 1999
Job Assistant Director, Student Services at Tepper School of Business
Industry Education Management
Experience
Tepper School of Business September 2002 - Present
Credit Agricole Indosuez 1999 - 2000
Bear Stearns 1997 - 1999
Credit Agricole Indosuez 1993 - 1997
Skills
Strategy, Leadership Development, Staff Development, Higher Education, Data Analysis, Analysis, Financial Analysis, Nonprofits, Event Planning, Program Management, University Teaching, SPSS, Risk Management, Qualitative Research, Research, Process Improvement, Quantitative Analytics, Grant Writing, Business Analysis, Strategic Planning, Management, Program Evaluation, Market Research, Project Management, Teaching, Public Speaking, Career Development
Education
University of Pittsburgh 1982 — 1986
BA, French & Italian Languages and Literatures
Tepper School of Business September 2002 - Present
Credit Agricole Indosuez 1999 - 2000
Bear Stearns 1997 - 1999
Credit Agricole Indosuez 1993 - 1997
Skills
Strategy, Leadership Development, Staff Development, Higher Education, Data Analysis, Analysis, Financial Analysis, Nonprofits, Event Planning, Program Management, University Teaching, SPSS, Risk Management, Qualitative Research, Research, Process Improvement, Quantitative Analytics, Grant Writing, Business Analysis, Strategic Planning, Management, Program Evaluation, Market Research, Project Management, Teaching, Public Speaking, Career Development
Education
University of Pittsburgh 1982 — 1986
BA, French & Italian Languages and Literatures
Catherine Smith's Bear Stearns Experience June 2002 - October 2003
Job Licensed NYC Real Estate Professional
Industry Real Estate
Experience
Warburg Realty May 2012 - Present
Ralph Lauren July 2010 - March 2012
Ralph Lauren September 2008 - July 2010
Ralph Lauren May 2007 - August 2007
Ralph Lauren July 2004 - March 2006
Barneys New York October 2003 - July 2004
Bear Stearns June 2002 - October 2003
Skills
Apparel, Retail, Trend Analysis, Forecasting, E-commerce, Real Estate
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance and Management
Yale University 1998 — 2002
BA, History
Warburg Realty May 2012 - Present
Ralph Lauren July 2010 - March 2012
Ralph Lauren September 2008 - July 2010
Ralph Lauren May 2007 - August 2007
Ralph Lauren July 2004 - March 2006
Barneys New York October 2003 - July 2004
Bear Stearns June 2002 - October 2003
Skills
Apparel, Retail, Trend Analysis, Forecasting, E-commerce, Real Estate
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance and Management
Yale University 1998 — 2002
BA, History
David Baxt's Bear Stearns Experience September 1993 - July 2008
Job Investor/Consultant
Industry Banking
Experience
Investor/Consultant May 2015 - Present
Wheels UP July 2013 - Present
Jefferies & Company July 2008 - June 2013
Bear Stearns September 1993 - July 2008
Skills
Investment Banking, Equities, Valuation, Private Equity, Capital Markets, Corporate Development, Mergers, Financial Modeling, LBO, Corporate Finance, Due Diligence, Hedge Funds, Venture Capital, Leveraged Finance, Investments, Mergers, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BSE
Aspen Country Day 1985 — 1989
High School
Investor/Consultant May 2015 - Present
Wheels UP July 2013 - Present
Jefferies & Company July 2008 - June 2013
Bear Stearns September 1993 - July 2008
Skills
Investment Banking, Equities, Valuation, Private Equity, Capital Markets, Corporate Development, Mergers, Financial Modeling, LBO, Corporate Finance, Due Diligence, Hedge Funds, Venture Capital, Leveraged Finance, Investments, Mergers, Financial Structuring
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BSE
Aspen Country Day 1985 — 1989
High School
Jory M. Eisenberg, CFA, FRM's Bear Stearns Experience August 2005 - February 2007
Job Special Situations Analyst at New York Based Hedge Fund
Industry Investment Management
Experience
New York Based Hedge Fund (name withheld for compliance purposes) March 2007 - Present
Bear Stearns August 2005 - February 2007
Skills
Credit Derivatives, Finance, Financial Risk..., Operational Risk, Chartered Financial..., Hedge Funds, Equities, Capital Markets, Fixed Income, Valuation, Financial Modeling, Alternative Investments, Bloomberg, Investment Banking, Private Equity, Derivatives, Asset Management, Investments, Mandarin, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2000 — 2004
B.S. Economics, Finance/Management
Eaglebrook School
Phillips Exeter Academy
School Year Abroad (Beijing, China)
New York Based Hedge Fund (name withheld for compliance purposes) March 2007 - Present
Bear Stearns August 2005 - February 2007
Skills
Credit Derivatives, Finance, Financial Risk..., Operational Risk, Chartered Financial..., Hedge Funds, Equities, Capital Markets, Fixed Income, Valuation, Financial Modeling, Alternative Investments, Bloomberg, Investment Banking, Private Equity, Derivatives, Asset Management, Investments, Mandarin, Portfolio Management
Education
University of Pennsylvania - The Wharton School 2000 — 2004
B.S. Economics, Finance/Management
Eaglebrook School
Phillips Exeter Academy
School Year Abroad (Beijing, China)
David G. Sandelovsky's Bear Stearns Experience 2004 - 2007
Job Principal at BriadjMgmt, Inc
Industry Consumer Services
Experience
Briadj-Mgmt, Inc Franchise OwnerSportClipsJuly 2009 - November 2013
Bear Stearns 2004 - 2007
Bankers Trust Company 1987 - 1999
Skills
Private Equity, Hedge Funds, Investments, Asset Managment, Alternative Investments, Strategy, Asset Management, Mergers & Acquisitions, Asset Allocation, Securities, Capital Markets, Management, Investment Management, Investment Strategies, Equities, Venture Capital, Fixed Income, Trading, Start-ups, Financial Services, Due Diligence, Executive Management
Education
University of Pennsylvania - The Wharton School 1976 — 1980
Briadj-Mgmt, Inc Franchise OwnerSportClipsJuly 2009 - November 2013
Bear Stearns 2004 - 2007
Bankers Trust Company 1987 - 1999
Skills
Private Equity, Hedge Funds, Investments, Asset Managment, Alternative Investments, Strategy, Asset Management, Mergers & Acquisitions, Asset Allocation, Securities, Capital Markets, Management, Investment Management, Investment Strategies, Equities, Venture Capital, Fixed Income, Trading, Start-ups, Financial Services, Due Diligence, Executive Management
Education
University of Pennsylvania - The Wharton School 1976 — 1980
Eric Siegel's Bear Stearns Experience 1996 - 2002
Job Managing Director at Citigroup
Industry Financial Services
Experience
Citigroup January 2010 - Present
Bank of America August 2006 - January 2010
Liberty Ermitage 2003 - 2006
Bear Stearns 1996 - 2002
Education
University of Pennsylvania 1992 — 1996
BA, Economics, Mathematics
Citigroup January 2010 - Present
Bank of America August 2006 - January 2010
Liberty Ermitage 2003 - 2006
Bear Stearns 1996 - 2002
Education
University of Pennsylvania 1992 — 1996
BA, Economics, Mathematics
Blake Schmidt's Bear Stearns Experience May 2003 - May 2007
Job Portfolio Manager at Prologue Capital
Industry Financial Services
Experience
Prologue Capital January 2013 - Present
Field Street Capital Managment February 2012 - December 2012
Morgan Stanley July 2009 - February 2012
Barclays Bank September 2008 - June 2009
Lehman Brothers December 2007 - September 2008
Bear Stearns May 2003 - May 2007
Credit Suisse First Boston May 2000 - May 2003
Salomon Brothers August 1996 - May 2000
Skills
Trading, Equities, Options, Capital Markets, Rates, Management, Risk Management, Portfolio Management, Fixed Income, Volatility, Hedge Funds, Traders, Derivatives, Investments, Alternative Investments, Financial Markets, FX Options, Interest Rates
Education
University of Pennsylvania - The Wharton School 1995 — 1996
MBA, Finance, Real Estate
University of Wisconsin-Madison - School of Business 1988 — 1992
Bachelors of business administration, Finance / Accounting
Prologue Capital January 2013 - Present
Field Street Capital Managment February 2012 - December 2012
Morgan Stanley July 2009 - February 2012
Barclays Bank September 2008 - June 2009
Lehman Brothers December 2007 - September 2008
Bear Stearns May 2003 - May 2007
Credit Suisse First Boston May 2000 - May 2003
Salomon Brothers August 1996 - May 2000
Skills
Trading, Equities, Options, Capital Markets, Rates, Management, Risk Management, Portfolio Management, Fixed Income, Volatility, Hedge Funds, Traders, Derivatives, Investments, Alternative Investments, Financial Markets, FX Options, Interest Rates
Education
University of Pennsylvania - The Wharton School 1995 — 1996
MBA, Finance, Real Estate
University of Wisconsin-Madison - School of Business 1988 — 1992
Bachelors of business administration, Finance / Accounting
Daniel (Exchange) Moran's Bear Stearns Experience Managing PartnerSpring Lake Capital Solutions, LLCAugust 2008 - Present
Job Managing Partner Evolution Energies
Industry Environmental Services
Experience
Bear Stearns Managing PartnerSpring Lake Capital Solutions, LLCAugust 2008 - Present
Bear Stearns May 2006 - Present
Education
University of Notre Dame 1995 — 1997
Bear Stearns Managing PartnerSpring Lake Capital Solutions, LLCAugust 2008 - Present
Bear Stearns May 2006 - Present
Education
University of Notre Dame 1995 — 1997
Nicholas Dombkowski's Bear Stearns Experience February 2006 - June 2008
Job Client Services at Patsystems
Industry Information Technology and Services
Experience
Ion Trading/Patsystems August 2013 - Present
Olenick & Associates September 2012 - August 2013
Trading Technologies June 2008 - April 2012
Bear Stearns February 2006 - June 2008
Skills
Data Center, ITIL, Strategic Planning, TCP/IP, SDLC, Microsoft SQL Server, Risk Management, Business Analysis, Networking, Linux, Analysis, Operating Systems, WAN, Windows, Troubleshooting
Education
University of Phoenix 2005 — 2009
York High School
Ion Trading/Patsystems August 2013 - Present
Olenick & Associates September 2012 - August 2013
Trading Technologies June 2008 - April 2012
Bear Stearns February 2006 - June 2008
Skills
Data Center, ITIL, Strategic Planning, TCP/IP, SDLC, Microsoft SQL Server, Risk Management, Business Analysis, Networking, Linux, Analysis, Operating Systems, WAN, Windows, Troubleshooting
Education
University of Phoenix 2005 — 2009
York High School
Cristin Dalecki's Bear Stearns Experience March 2005 - March 2008
Job Vice President, Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs May 2010 - Present
Morgan Stanley March 2008 - May 2010
Bear Stearns March 2005 - March 2008
Skills
Series 7, Equities, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Series 63, Asset Allocation, Wealth Management, Portfolio Management, Alternative Investments, Derivatives, Mutual Funds, Options, Series 65, Investment Strategies, Equity Derivatives, Wealth Management..., Structured Products, Investment Management, Asset Management, Private Equity, Bonds, Securities, Equity Trading, Investment Advisory, Investments, Financial Markets, ETFs, FX Options, Private Banking, High Net Worth..., Retirement Planning, Fund Of Funds, Trading, Equity Research
Education
New York University 2011 — 2014
MBA, Finance, General
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
Goldman Sachs May 2010 - Present
Morgan Stanley March 2008 - May 2010
Bear Stearns March 2005 - March 2008
Skills
Series 7, Equities, Hedge Funds, Bloomberg, Fixed Income, Capital Markets, Series 63, Asset Allocation, Wealth Management, Portfolio Management, Alternative Investments, Derivatives, Mutual Funds, Options, Series 65, Investment Strategies, Equity Derivatives, Wealth Management..., Structured Products, Investment Management, Asset Management, Private Equity, Bonds, Securities, Equity Trading, Investment Advisory, Investments, Financial Markets, ETFs, FX Options, Private Banking, High Net Worth..., Retirement Planning, Fund Of Funds, Trading, Equity Research
Education
New York University 2011 — 2014
MBA, Finance, General
University of Pennsylvania - The Wharton School 1999 — 2003
BS, Economics
Whitney Long's Bear Stearns Experience September 2002 - Present
Job VP Risk ManagementClaims at Bear Stearns
Industry Real Estate
Experience
Bear Stearns September 2002 - Present
Dallas Gymnastics Center June 1998 - December 2002
Education
University of North Texas 1999 — 2002
Bear Stearns September 2002 - Present
Dallas Gymnastics Center June 1998 - December 2002
Education
University of North Texas 1999 — 2002
Adam Strassberg's Bear Stearns Experience September 1993 - June 2008
Job Associate at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns September 1993 - June 2008
Skills
Series 7, Securities, Equities, Investment Banking, Series 63, Fixed Income, Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Bloomberg, Trading Systems, Asset Management, Investments, Electronic Trading, Portfolio Management
Education
University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Economics
JPMorgan Chase June 2008 - Present
Bear Stearns September 1993 - June 2008
Skills
Series 7, Securities, Equities, Investment Banking, Series 63, Fixed Income, Hedge Funds, Capital Markets, Alternative Investments, Derivatives, Bloomberg, Trading Systems, Asset Management, Investments, Electronic Trading, Portfolio Management
Education
University of Pennsylvania 1989 — 1993
Bachelor of Arts (B.A.), Economics
Scott Group's Bear Stearns Experience 2005 - 2008
Job Wolfe Research Transportation Analyst
Industry Financial Services
Experience
Wolfe Research, LLC May 2008 - Present
Bear Stearns 2005 - 2008
Merrill Lynch Investment Managers 2003 - 2005
Education
University of Pennsylvania 1999 — 2003
Wolfe Research, LLC May 2008 - Present
Bear Stearns 2005 - 2008
Merrill Lynch Investment Managers 2003 - 2005
Education
University of Pennsylvania 1999 — 2003
Jacob Garcia's Bear Stearns Experience 1989 - 1993
Job Vice President of Sales at Real Info, Inc.
Industry Financial Services
Experience
Real Info, Inc. February 2009 - Present
Zaio, Inc July 2007 - October 2008
Real-Info Inc. June 2006 - July 2007
First American RES/Basis100/Mortgage Risk(MRAC) May 1995 - June 2006
Mortgage Risk 1995 - 2002
Alex Brown August 1993 - April 1995
Bear Stearns 1989 - 1993
Skills
New Business Development, Competitive Analysis, Product Development, Product Marketing, Product Management, Valuation, Sales, Account Management, Business Development, Contract Negotiation, Relationship Management, Strategic Partnerships, Selling, Analytics, Mortgage Lending, Loans, B2B, Solution Selling, Vendor Management, Financial Services, Customer Retention, Negotiation, Executive Management, Mortgage Banking, Loss Mitigation, Lead Generation, FHA, Loan Origination, Refinance, Residential Mortgages, Mortgage Servicing
Education
University of North Texas
Business Administration and Management, General
Real Info, Inc. February 2009 - Present
Zaio, Inc July 2007 - October 2008
Real-Info Inc. June 2006 - July 2007
First American RES/Basis100/Mortgage Risk(MRAC) May 1995 - June 2006
Mortgage Risk 1995 - 2002
Alex Brown August 1993 - April 1995
Bear Stearns 1989 - 1993
Skills
New Business Development, Competitive Analysis, Product Development, Product Marketing, Product Management, Valuation, Sales, Account Management, Business Development, Contract Negotiation, Relationship Management, Strategic Partnerships, Selling, Analytics, Mortgage Lending, Loans, B2B, Solution Selling, Vendor Management, Financial Services, Customer Retention, Negotiation, Executive Management, Mortgage Banking, Loss Mitigation, Lead Generation, FHA, Loan Origination, Refinance, Residential Mortgages, Mortgage Servicing
Education
University of North Texas
Business Administration and Management, General
Todd Sycoff's Bear Stearns Experience April 2002 - March 2006
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald May 2013 - Present
Gleacher & Co March 2010 - April 2013
BTIG February 2009 - February 2010
Bear Stearns Asset Management March 2006 - July 2008
Bear Stearns April 2002 - March 2006
Merrill Lynch March 1990 - November 2001
Drexel Burnham Lambert August 1989 - February 1990
Skills
Trading, Investments, High Yield, Portfolio Management, Mergers & Acquisitions, Fixed Income, Banking, Securities, Hedge Funds, Valuation, Corporate Finance, Buy-side, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS in Economics, Finance, Management
Cantor Fitzgerald May 2013 - Present
Gleacher & Co March 2010 - April 2013
BTIG February 2009 - February 2010
Bear Stearns Asset Management March 2006 - July 2008
Bear Stearns April 2002 - March 2006
Merrill Lynch March 1990 - November 2001
Drexel Burnham Lambert August 1989 - February 1990
Skills
Trading, Investments, High Yield, Portfolio Management, Mergers & Acquisitions, Fixed Income, Banking, Securities, Hedge Funds, Valuation, Corporate Finance, Buy-side, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS in Economics, Finance, Management
Marybeth (Briscoe) Thomas's Bear Stearns Experience December 2007 - June 2008
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns December 2007 - June 2008
Bear Stearns March 2006 - December 2007
UBS Investment Bank July 2001 - April 2006
Smith Barney May 2000 - December 2000
Skills
Derivatives, Equities
Education
University of Notre Dame 1997 — 2001
BS in Finance, Finance and French
University of Notre Dame - Mendoza College of Business 1997 — 2001
BA, Finance and French
JP Morgan June 2008 - Present
Bear Stearns December 2007 - June 2008
Bear Stearns March 2006 - December 2007
UBS Investment Bank July 2001 - April 2006
Smith Barney May 2000 - December 2000
Skills
Derivatives, Equities
Education
University of Notre Dame 1997 — 2001
BS in Finance, Finance and French
University of Notre Dame - Mendoza College of Business 1997 — 2001
BA, Finance and French
Alison Abovsky's Bear Stearns Experience 1999 - 2008
Job Sales Associate at Core Group Marketing
Industry Real Estate
Experience
Core Group Marketing November 2010 - Present
Prudential Douglas Elliman November 2008 - June 2011
Bear Stearns 1999 - 2008
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Core Group Marketing November 2010 - Present
Prudential Douglas Elliman November 2008 - June 2011
Bear Stearns 1999 - 2008
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Adam Feldman's Bear Stearns Experience June 2007 - June 2008
Job Investment Analyst at Northern Cross LLC
Industry Financial Services
Experience
Northern Cross LLC March 2014 - Present
Cascade Investment June 2008 - November 2013
Bear Stearns June 2007 - June 2008
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BSE, Finance
Northern Cross LLC March 2014 - Present
Cascade Investment June 2008 - November 2013
Bear Stearns June 2007 - June 2008
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BSE, Finance
Douglas Kaminsky's Bear Stearns Experience August 2004 - October 2005
Job Software Architect / Developer
Industry Computer Software
Experience
Bank of America March 2011 - Present
Yodle August 2009 - March 2011
Accenture May 2007 - January 2009
Various 1994 - 2007
Highbridge Capital Management May 2006 - July 2006
Bear Stearns August 2004 - October 2005
Skills
Perl, XML, Python
Education
University of Pennsylvania 2000 — 2004
BSE, Computer Science & Engineering
Stuyvesant High School 1996 — 2000
HS Diploma, Science and Mathematics
Bank of America March 2011 - Present
Yodle August 2009 - March 2011
Accenture May 2007 - January 2009
Various 1994 - 2007
Highbridge Capital Management May 2006 - July 2006
Bear Stearns August 2004 - October 2005
Skills
Perl, XML, Python
Education
University of Pennsylvania 2000 — 2004
BSE, Computer Science & Engineering
Stuyvesant High School 1996 — 2000
HS Diploma, Science and Mathematics
Biff Rogers's Bear Stearns Experience 2001 - 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2010 - Present
Exigen Mortgage Asset Management May 2009 - August 2010
JPMorgan March 2008 - May 2009
Bear Stearns & Company, Inc. 2001 - 2009
Bear Stearns 2001 - 2008
Skills
Capital Markets, Mortgage Lending, Credit, Fixed Income, Risk Management, Asset Management, Structured Finance, Due Diligence, Investment Banking, Financial Modeling, Valuation, Mortgage Servicing, Securities, Portfolio Management, Equities, Financial Structuring, Bloomberg, Credit Risk, Derivatives, Financial Risk, Financial Services, MBS, Securitization, ABS
Education
University of North Texas 1980 — 1984
BBA, Finance
Goldman Sachs September 2010 - Present
Exigen Mortgage Asset Management May 2009 - August 2010
JPMorgan March 2008 - May 2009
Bear Stearns & Company, Inc. 2001 - 2009
Bear Stearns 2001 - 2008
Skills
Capital Markets, Mortgage Lending, Credit, Fixed Income, Risk Management, Asset Management, Structured Finance, Due Diligence, Investment Banking, Financial Modeling, Valuation, Mortgage Servicing, Securities, Portfolio Management, Equities, Financial Structuring, Bloomberg, Credit Risk, Derivatives, Financial Risk, Financial Services, MBS, Securitization, ABS
Education
University of North Texas 1980 — 1984
BBA, Finance
Ariel Rothman's Bear Stearns Experience October 2000 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bear Stearns October 2000 - June 2008
Education
University of Pennsylvania - The Wharton School 1996 — 1998
BS Economics, Finance
University of Pennsylvania - The Wharton School 1994 — 1998
BS Economics, Finance
Bear Stearns October 2000 - June 2008
Education
University of Pennsylvania - The Wharton School 1996 — 1998
BS Economics, Finance
University of Pennsylvania - The Wharton School 1994 — 1998
BS Economics, Finance
Alex Berkett's Bear Stearns Experience July 1997 - June 2008
Job Senior Vice President, Corporate Development at Viacom
Industry Entertainment
Experience
Viacom July 2015 - Present
Townsquare Media June 2010 - July 2015
FiveWire Media March 2009 - July 2015
JP Morgan June 2008 - February 2009
Bear Stearns July 1997 - June 2008
Skills
Advertising, Broadcast, Business Development, Business Strategy, Digital Marketing, Digital Media, Digital Strategy, Due Diligence, Financial Modeling, Investment Banking, Management, Marketing Strategy, Mergers, Mergers, New Business Development, New Media, Online Advertising, Private Equity, Radio, Social Media, Strategic Partnerships, Telecommunications, Strategic Planning, Venture Capital, Valuation
Education
University of Pennsylvania 1995 — 1997
BA, Urban Studies/Affairs
Phillips Exeter Academy 1989 — 1993
Viacom July 2015 - Present
Townsquare Media June 2010 - July 2015
FiveWire Media March 2009 - July 2015
JP Morgan June 2008 - February 2009
Bear Stearns July 1997 - June 2008
Skills
Advertising, Broadcast, Business Development, Business Strategy, Digital Marketing, Digital Media, Digital Strategy, Due Diligence, Financial Modeling, Investment Banking, Management, Marketing Strategy, Mergers, Mergers, New Business Development, New Media, Online Advertising, Private Equity, Radio, Social Media, Strategic Partnerships, Telecommunications, Strategic Planning, Venture Capital, Valuation
Education
University of Pennsylvania 1995 — 1997
BA, Urban Studies/Affairs
Phillips Exeter Academy 1989 — 1993
Hans Toro's Bear Stearns Experience February 1994 - May 2008
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Securities, LLC June 2009 - Present
JP Morgan June 2008 - February 2009
Bear Stearns February 1994 - May 2008
Creditanstalt Investment Bank (Budapest) 1993 - 1993
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Finance and Politics
Guggenheim Securities, LLC June 2009 - Present
JP Morgan June 2008 - February 2009
Bear Stearns February 1994 - May 2008
Creditanstalt Investment Bank (Budapest) 1993 - 1993
Education
University of Pennsylvania - The Wharton School 1989 — 1993
Finance and Politics
Andrew Pozatek's Bear Stearns Experience 1999 - 2001
Job Managing Principal at Trailcreek Capital Group, LLC
Industry Venture Capital & Private Equity
Experience
Trailcreek Capital Group 2014 - Present
Guggenheim Partners 2010 - 2014
CurtCo Media Group 2004 - 2010
Alloy Media & Marketing 2003 - 2004
TD Capital 2001 - 2003
Bear Stearns 1999 - 2001
Education
University of Pennsylvania - The Wharton School 1995 — 1999
B.S., Economics
Milton Academy 1991 — 1995
Trailcreek Capital Group 2014 - Present
Guggenheim Partners 2010 - 2014
CurtCo Media Group 2004 - 2010
Alloy Media & Marketing 2003 - 2004
TD Capital 2001 - 2003
Bear Stearns 1999 - 2001
Education
University of Pennsylvania - The Wharton School 1995 — 1999
B.S., Economics
Milton Academy 1991 — 1995
Amir Becher's Bear Stearns Experience July 1998 - June 2000
Job Director at Carlson Capital, L.P.
Industry Financial Services
Experience
Carlson Capital January 2010 - Present
Florida Power & Light Company May 2008 - January 2010
MSD Capital, L.P. 2000 - 2008
Bear Stearns July 1998 - June 2000
Skills
Alternative Investments, Portfolio Management, Investments, Equities, Product Management, Entrepreneurship, Java, Bloomberg, Valuation, Derivatives, Software Development, Investment Banking, Financial Modeling, Hedge Funds, SQL, Private Equity
Education
University of Pennsylvania 1994 — 1998
Carlson Capital January 2010 - Present
Florida Power & Light Company May 2008 - January 2010
MSD Capital, L.P. 2000 - 2008
Bear Stearns July 1998 - June 2000
Skills
Alternative Investments, Portfolio Management, Investments, Equities, Product Management, Entrepreneurship, Java, Bloomberg, Valuation, Derivatives, Software Development, Investment Banking, Financial Modeling, Hedge Funds, SQL, Private Equity
Education
University of Pennsylvania 1994 — 1998
Suzanne Rosenberg's Bear Stearns Experience August 1999 - April 2000
Job Vice President, Investor Relations at MoneyGram International
Industry Public Relations and Communications
Experience
MoneyGram International July 2015 - Present
New York & Company August 2014 - September 2014
New York & Company July 2009 - August 2014
Movado Group, Inc January 2009 - July 2009
Movado Group, Inc. June 2004 - January 2009
Movado Group, Inc June 2003 - June 2004
Financial Dynamics April 2000 - April 2003
Bear Stearns August 1999 - April 2000
Lehman Brothers November 1996 - August 1999
Skills
Investor Relations, Corporate Communications, Executive Speech..., Employee Communications, Strategy, Business Strategy, Internal Communications, Equity Research, Strategic Communications, Marketing Communications, Investments, Media Relations, Public Relations, Brand Management, Communication Training, Brand Development, Press Releases, Corporate Branding, Crisis Communications, Integrated Marketing
Education
University of Pennsylvania 1991 — 1995
BA, Political Science
MoneyGram International July 2015 - Present
New York & Company August 2014 - September 2014
New York & Company July 2009 - August 2014
Movado Group, Inc January 2009 - July 2009
Movado Group, Inc. June 2004 - January 2009
Movado Group, Inc June 2003 - June 2004
Financial Dynamics April 2000 - April 2003
Bear Stearns August 1999 - April 2000
Lehman Brothers November 1996 - August 1999
Skills
Investor Relations, Corporate Communications, Executive Speech..., Employee Communications, Strategy, Business Strategy, Internal Communications, Equity Research, Strategic Communications, Marketing Communications, Investments, Media Relations, Public Relations, Brand Management, Communication Training, Brand Development, Press Releases, Corporate Branding, Crisis Communications, Integrated Marketing
Education
University of Pennsylvania 1991 — 1995
BA, Political Science
Jeffrey J. Orum's Bear Stearns Experience 1994 - 2008
Job Managing Director at Dreadnought Capital
Industry Financial Services
Experience
Dreadnought Capital Executive DirectorJP MorganJune 2008 - December 2008
Bear Stearns 1994 - 2008
Skills
Budgets, Derivatives, Microsoft Excel, Investments, Strategic Planning, Capital Markets, Securities, Asset Management, Bonds, Hedge Funds, Fixed Income, Investment Banking, Equities, Portfolio Management, Structured Finance
Education
University of Pennsylvania - The Wharton School 1963 — 1967
bs, political science, econ
Unversity of Wisconsin-
M.S., Urban Studies
Dreadnought Capital Executive DirectorJP MorganJune 2008 - December 2008
Bear Stearns 1994 - 2008
Skills
Budgets, Derivatives, Microsoft Excel, Investments, Strategic Planning, Capital Markets, Securities, Asset Management, Bonds, Hedge Funds, Fixed Income, Investment Banking, Equities, Portfolio Management, Structured Finance
Education
University of Pennsylvania - The Wharton School 1963 — 1967
bs, political science, econ
Unversity of Wisconsin-
M.S., Urban Studies
Jim Wolfe's Bear Stearns Experience July 1993 - June 2008
Job Managing Director Head of Leveraged Finance Group at RBC Capital Markets
Industry Banking
Experience
RBC Capital Markets June 2008 - Present
Bear Stearns July 1993 - June 2008
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Southern California 1985 — 1987
BS, Accounting
RBC Capital Markets June 2008 - Present
Bear Stearns July 1993 - June 2008
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA, Finance
University of Southern California 1985 — 1987
BS, Accounting
Ben Patton's Bear Stearns Experience June 2003 - October 2004
Job CEO at Integrity Transitional Hospital
Industry Investment Management
Experience
Integrity Transitional Hospital April 2012 - Present
Dinari Capital January 2011 - Present
Reem Investments January 2009 - December 2010
Triton Lines October 2006 - May 2010
Hillwood Capital November 2004 - October 2006
Bear Stearns June 2003 - October 2004
Skills
Real Estate Development, Investments, Private Equity, Due Diligence, Asset Managment, Project Management, Financial Modeling, Valuation, Financial Analysis, Strategic Planning, Real Estate, Mixed-use, Mergers, Commercial Real Estate, Business Strategy, Contract Negotiation, Leadership, Property Management, Business Development, Contract Management, Account Management, Financial Risk, Accounting, Cost Benefit, Public Relations, Asset Management, Mergers & Acquisitions, Finance, Entrepreneurship, Risk Management, Management, Investment Banking, Equities
Education
University of Pennsylvania 1999 — 2003
BA and BAS, Systems Engineering, Economics
Integrity Transitional Hospital April 2012 - Present
Dinari Capital January 2011 - Present
Reem Investments January 2009 - December 2010
Triton Lines October 2006 - May 2010
Hillwood Capital November 2004 - October 2006
Bear Stearns June 2003 - October 2004
Skills
Real Estate Development, Investments, Private Equity, Due Diligence, Asset Managment, Project Management, Financial Modeling, Valuation, Financial Analysis, Strategic Planning, Real Estate, Mixed-use, Mergers, Commercial Real Estate, Business Strategy, Contract Negotiation, Leadership, Property Management, Business Development, Contract Management, Account Management, Financial Risk, Accounting, Cost Benefit, Public Relations, Asset Management, Mergers & Acquisitions, Finance, Entrepreneurship, Risk Management, Management, Investment Banking, Equities
Education
University of Pennsylvania 1999 — 2003
BA and BAS, Systems Engineering, Economics
Katherine Corso's Bear Stearns Experience 2006 - 2007
Job Vice President at York Capital Management
Industry Investment Management
Experience
York Capital Management August 2007 - Present
Bear Stearns 2006 - 2007
Education
University of Pennsylvania
York Capital Management August 2007 - Present
Bear Stearns 2006 - 2007
Education
University of Pennsylvania
Chad Mandelbaum's Bear Stearns Experience 1995 - 1996
Job Senior Vice President at Wheels Up
Industry Airlines/Aviation
Experience
Wheels Up November 2013 - Present
Mandelbaum Commercial Real Estate / Mandelbaum Sale-Leaseback Advisors 2000 - Present
iStar Financial 1998 - 2000
The Blackstone Group 1996 - 1998
Bear Stearns 1995 - 1996
Skills
Real Estate, Real Estate Development, Investments, Entrepreneurship, Real Estate Transactions, Investment Properties, Social Media, Marketing Strategy, Start-ups
Education
The Wharton School at the University of Pennsylvania 1991 — 1995
Bachelor of Science in Finance and Accounting, Accounting and Finance
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.S.), Accounting and Finance
Wheels Up November 2013 - Present
Mandelbaum Commercial Real Estate / Mandelbaum Sale-Leaseback Advisors 2000 - Present
iStar Financial 1998 - 2000
The Blackstone Group 1996 - 1998
Bear Stearns 1995 - 1996
Skills
Real Estate, Real Estate Development, Investments, Entrepreneurship, Real Estate Transactions, Investment Properties, Social Media, Marketing Strategy, Start-ups
Education
The Wharton School at the University of Pennsylvania 1991 — 1995
Bachelor of Science in Finance and Accounting, Accounting and Finance
University of Pennsylvania - The Wharton School 1991 — 1995
Bachelor of Science (B.S.), Accounting and Finance
Bryon J. Korutz's Bear Stearns Experience June 2005 - June 2008
Job Portfolio Manager, Hedge Solutions at UniCredit
Industry Financial Services
Experience
UniCredit Corporate & Investment Banking January 2011 - Present
Alternative Energy & Online Lending Start-ups September 2008 - December 2010
Bear Stearns June 2005 - June 2008
Standard & Poor's January 2001 - June 2005
Department of Justice 1997 - 1999
Office of US Senator John Glenn July 1996 - January 1997
Skills
Portfolio Management, Financial Modeling, Valuation, Equity Research
Education
University of Pittsburgh
MBA, Finance
University of Vermont
BA, Environmental Studies
UniCredit Corporate & Investment Banking January 2011 - Present
Alternative Energy & Online Lending Start-ups September 2008 - December 2010
Bear Stearns June 2005 - June 2008
Standard & Poor's January 2001 - June 2005
Department of Justice 1997 - 1999
Office of US Senator John Glenn July 1996 - January 1997
Skills
Portfolio Management, Financial Modeling, Valuation, Equity Research
Education
University of Pittsburgh
MBA, Finance
University of Vermont
BA, Environmental Studies
Josh Kaufthal's Bear Stearns Experience August 1997 - June 2000
Job Analyst for The Delafield Team of Tocqueville Asset Management L.P.
Industry Investment Management
Experience
The Delafield Team of Tocqueville Asset Management L.P. September 2009 - Present
Delafield Asset Management divison of Reich & Tang Asset Management, LLC September 2003 - September 2009
UBS Investment Bank July 2000 - August 2003
Bear Stearns August 1997 - June 2000
Skills
Equity Research, Equities, Financial Analysis, Hedge Funds, Alternative Investments, Investment Banking, Valuation, Financial Modeling, Financial Reporting, Asset Management, Private Equity, Fixed Income, Portfolio Management
Education
University of Pennsylvania
BA
The Delafield Team of Tocqueville Asset Management L.P. September 2009 - Present
Delafield Asset Management divison of Reich & Tang Asset Management, LLC September 2003 - September 2009
UBS Investment Bank July 2000 - August 2003
Bear Stearns August 1997 - June 2000
Skills
Equity Research, Equities, Financial Analysis, Hedge Funds, Alternative Investments, Investment Banking, Valuation, Financial Modeling, Financial Reporting, Asset Management, Private Equity, Fixed Income, Portfolio Management
Education
University of Pennsylvania
BA
Navin Pal's Bear Stearns Experience 2004 - 2007
Job Associate at Loeb, Block & Partners LLP
Industry Law Practice
Experience
Loeb, Block & Partners LLP May 2014 - Present
Latham & Watkins November 2011 - April 2014
Latham & Watkins June 2009 - August 2009
ACE Group June 2008 - August 2008
Bear Stearns 2004 - 2007
Skills
Private Equity, Due Diligence, Corporate Law, Mergers & Acquisitions, Legal Research, Legal Writing, Corporate Finance, Venture Capital, Litigation, Securities Regulation, Corporate Governance, Commercial Litigation, Capital Markets, Intellectual Property, Joint Ventures, Securities, International Law, Arbitration, Hedge Funds, Financial Modeling, Valuation
Education
University of Pennsylvania - The Wharton School 2007 — 2011
MBA, Finance
University of Pennsylvania Law School 2007 — 2011
2011, Law
Williams College 1999 — 2003
2003, Economics
Loeb, Block & Partners LLP May 2014 - Present
Latham & Watkins November 2011 - April 2014
Latham & Watkins June 2009 - August 2009
ACE Group June 2008 - August 2008
Bear Stearns 2004 - 2007
Skills
Private Equity, Due Diligence, Corporate Law, Mergers & Acquisitions, Legal Research, Legal Writing, Corporate Finance, Venture Capital, Litigation, Securities Regulation, Corporate Governance, Commercial Litigation, Capital Markets, Intellectual Property, Joint Ventures, Securities, International Law, Arbitration, Hedge Funds, Financial Modeling, Valuation
Education
University of Pennsylvania - The Wharton School 2007 — 2011
MBA, Finance
University of Pennsylvania Law School 2007 — 2011
2011, Law
Williams College 1999 — 2003
2003, Economics
Stevie Haller's Bear Stearns Experience 2006 - 2008
Job PM at Marathon Trading Group
Industry Financial Services
Experience
Marathon Trading LLC October 2014 - Present
Nomura Securities July 2012 - August 2014
Abundance Partners April 2011 - June 2012
First New York Securities 2008 - 2009
Bear Stearns 2006 - 2008
SIG 1999 - 2006
Skills
Bloomberg
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS in Econ
Marathon Trading LLC October 2014 - Present
Nomura Securities July 2012 - August 2014
Abundance Partners April 2011 - June 2012
First New York Securities 2008 - 2009
Bear Stearns 2006 - 2008
SIG 1999 - 2006
Skills
Bloomberg
Education
University of Pennsylvania - The Wharton School 1995 — 1999
BS in Econ
Catie Vuksich's Bear Stearns Experience June 2006 - June 2008
Job Healthcare Corporate Banking Associate at Wells Fargo
Industry Financial Services
Experience
Wells Fargo June 2014 - Present
USA Canoe/Kayak 2008 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo January 2013 - January 2014
Wells Fargo August 2011 - December 2012
USNWC June 2009 - July 2011
USA Canoe/Kayak February 2010 - September 2010
Red Ventures October 2008 - April 2009
Bear Stearns June 2006 - June 2008
Public Service Company of New Mexico June 2005 - August 2005
Skills
Marketing, New Business Development, Mergers & Acquisitions, Sales, Event Planning, Kayak, Marketing Communications, Research, Financial Modeling, Outdoor Recreation, Social Media, Financial Analysis, Public Speaking, Microsoft Office, Customer Service, Social Media Marketing, Sports, Public Relations, Strategic Planning, PowerPoint
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BA
Escola Americana do Rio de Janeiro 1999 — 2003
Bi-Lingual International Baccalaureate
Wells Fargo June 2014 - Present
USA Canoe/Kayak 2008 - Present
Wells Fargo January 2014 - May 2014
Wells Fargo January 2013 - January 2014
Wells Fargo August 2011 - December 2012
USNWC June 2009 - July 2011
USA Canoe/Kayak February 2010 - September 2010
Red Ventures October 2008 - April 2009
Bear Stearns June 2006 - June 2008
Public Service Company of New Mexico June 2005 - August 2005
Skills
Marketing, New Business Development, Mergers & Acquisitions, Sales, Event Planning, Kayak, Marketing Communications, Research, Financial Modeling, Outdoor Recreation, Social Media, Financial Analysis, Public Speaking, Microsoft Office, Customer Service, Social Media Marketing, Sports, Public Relations, Strategic Planning, PowerPoint
Education
University of Pennsylvania - The Wharton School 2003 — 2007
BA
Escola Americana do Rio de Janeiro 1999 — 2003
Bi-Lingual International Baccalaureate
Christopher Ryan, CFA's Bear Stearns Experience April 2007 - August 2008
Job Director at Wells Fargo
Industry Financial Services
Experience
Wells Fargo Securities March 2013 - Present
Keypsake, Inc. May 2012 - Present
Wells Fargo Securities October 2009 - Present
Bear Stearns April 2007 - August 2008
Flaherty & Crumrine Inc. November 2002 - March 2007
Prudential Securities 1990 - 1996
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA
University of Notre Dame
BA, Finance
Wells Fargo Securities March 2013 - Present
Keypsake, Inc. May 2012 - Present
Wells Fargo Securities October 2009 - Present
Bear Stearns April 2007 - August 2008
Flaherty & Crumrine Inc. November 2002 - March 2007
Prudential Securities 1990 - 1996
Education
University of Southern California - Marshall School of Business 2000 — 2002
MBA
University of Notre Dame
BA, Finance
Henry Ickowicz's Bear Stearns Experience January 2007 - May 2008
Job Vice President in CMBS Origination at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2008 - Present
Bear Stearns January 2007 - May 2008
Lazard Freres & Co. June 2006 - August 2006
Education
University of Pennsylvania 2003 — 2007
BSc, Economics
J.P. Morgan May 2008 - Present
Bear Stearns January 2007 - May 2008
Lazard Freres & Co. June 2006 - August 2006
Education
University of Pennsylvania 2003 — 2007
BSc, Economics
Benjamin Fader-Rattner's Bear Stearns Experience 2003 - 2005
Job SVP at Canyon Capital Advisors
Industry Investment Management
Experience
Canyon Capital Advisors 2008 - Present
The Carlyle Group 2005 - 2007
Bear Stearns 2003 - 2005
Skills
Hedge Funds, Valuation, Financial Modeling, Alternative Investments, Equities, Asset Management, Bloomberg, Fixed Income, Capital Markets, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2000 — 2003
Bachelor of Science in Economics, Summa Cum Laude, Concentrations in Finance and Accounting
Canyon Capital Advisors 2008 - Present
The Carlyle Group 2005 - 2007
Bear Stearns 2003 - 2005
Skills
Hedge Funds, Valuation, Financial Modeling, Alternative Investments, Equities, Asset Management, Bloomberg, Fixed Income, Capital Markets, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2000 — 2003
Bachelor of Science in Economics, Summa Cum Laude, Concentrations in Finance and Accounting
Mike Dudas's Bear Stearns Experience 1998 - 2008
Job Managing Director Equity Research
Industry Financial Services
Experience
Sterne Agee CRT September 2011 - Present
Jefferies & Company June 2008 - July 2011
Bear Stearns 1998 - 2008
Education
University of Notre Dame
BBA, Finance
Sterne Agee CRT September 2011 - Present
Jefferies & Company June 2008 - July 2011
Bear Stearns 1998 - 2008
Education
University of Notre Dame
BBA, Finance
Craig Goos's Bear Stearns Experience 2004 - 2008
Job Managing Director at North Capital Private Securities
Industry Financial Services
Experience
North Capital Private Securities Corporation 2011 - Present
UBS 2008 - 2010
Bear Stearns 2004 - 2008
Oppenheimer & Co. 1998 - 2004
Morgan Stanley Dean Witter 1995 - 1998
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Mutual Funds, Investments, Investment Strategies, Investment Management, Asset Management, Capital Markets, Private Equity, Start-ups, Financial Services, Venture Capital, Financial Advisory, Securities
Education
University of Northern Iowa 1988 — 1993
BA, General Studies
North Capital Private Securities Corporation 2011 - Present
UBS 2008 - 2010
Bear Stearns 2004 - 2008
Oppenheimer & Co. 1998 - 2004
Morgan Stanley Dean Witter 1995 - 1998
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Investment Advisory, Asset Managment, Wealth Management, Mutual Funds, Investments, Investment Strategies, Investment Management, Asset Management, Capital Markets, Private Equity, Start-ups, Financial Services, Venture Capital, Financial Advisory, Securities
Education
University of Northern Iowa 1988 — 1993
BA, General Studies
David L. Rosenberg's Bear Stearns Experience March 1990 - April 2008
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2008 - Present
Bear Stearns March 1990 - April 2008
Drexel Burnham Lambert June 1983 - February 1990
Arthur Young July 1978 - March 1983
Skills
Securities, Alternative Investments, Fixed Income, Equities, Portfolio Management, Wealth Management, Asset Management
Education
University of Pennsylvania - The Wharton School 1975 — 1978
B.S.E., Accounting & Marketing
Merrill Lynch April 2008 - Present
Bear Stearns March 1990 - April 2008
Drexel Burnham Lambert June 1983 - February 1990
Arthur Young July 1978 - March 1983
Skills
Securities, Alternative Investments, Fixed Income, Equities, Portfolio Management, Wealth Management, Asset Management
Education
University of Pennsylvania - The Wharton School 1975 — 1978
B.S.E., Accounting & Marketing
Graham Orton's Bear Stearns Experience May 2000 - June 2008
Job Senior Equity Derivatives Trader (Managing Director) at JP Morgan
Industry Banking
Experience
JP Morgan April 2009 - July 2015
Bear Stearns May 2000 - June 2008
Lehman Brothers October 1994 - May 2000
Standard Chartered Bank September 1988 - October 1994
Skills
Equity Derivatives, Trading, Derivatives, Structured Products
Education
University of Oxford 1985 — 1988
MA, Mathematics
JP Morgan April 2009 - July 2015
Bear Stearns May 2000 - June 2008
Lehman Brothers October 1994 - May 2000
Standard Chartered Bank September 1988 - October 1994
Skills
Equity Derivatives, Trading, Derivatives, Structured Products
Education
University of Oxford 1985 — 1988
MA, Mathematics
Francis O'Neill's Bear Stearns Experience June 2004 - March 2009
Job Senior Vice President at Structured Portfolio Management
Industry Investment Banking
Experience
Structured Portfolio Management October 2013 - Present
Lord Abbett January 2011 - October 2013
ORIX Capital Markets August 2009 - February 2011
JP Morgan June 2008 - March 2009
Bear Stearns June 2004 - March 2009
Skills
Investments, ABS, Capital Markets, CMBS, Portfolio Management, Fixed Income, Structured Products, Trading, Real Estate Financing, Valuation, Asset Management, Hedge Funds
Education
University of Pennsylvania 1998 — 2002
BA, Economics
University of Pennsylvania
Structured Portfolio Management October 2013 - Present
Lord Abbett January 2011 - October 2013
ORIX Capital Markets August 2009 - February 2011
JP Morgan June 2008 - March 2009
Bear Stearns June 2004 - March 2009
Skills
Investments, ABS, Capital Markets, CMBS, Portfolio Management, Fixed Income, Structured Products, Trading, Real Estate Financing, Valuation, Asset Management, Hedge Funds
Education
University of Pennsylvania 1998 — 2002
BA, Economics
University of Pennsylvania
Elizabeth Goldstein's Bear Stearns Experience June 1999 - June 2008
Job Board Chair Creative Alternatives of New York
Industry Investment Banking
Experience
Creative Alternatives of New York June 2015 - Present
Creative Alternatives of New York June 2003 - Present
Cantor Fitzgerald July 2009 - May 2015
Highland Capital Management August 2008 - June 2009
Bear Stearns June 1999 - June 2008
Credit Suisse June 1998 - June 1999
Lehman Brothers June 1991 - June 1998
Goldman Sachs September 1985 - June 1991
Council on Foreign Relations December 1985 - December 1986
Federal Reserve Bank of New York November 1982 - September 1985
Skills
Hedge Funds, High Yield, Fixed Income, Special Situations, Financial Structuring, Portfolio Management, Investments, Equities, Private Equity, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Trading, Asset Management, Emerging Markets, Structured Finance, Valuation, Securitization, Derivatives, MBS, LBO, CDS, Equity Research, Financial Markets, Fund Of Funds, ABS, Alternative Investments, Structured Products, Bonds, CDO, Series 7, Investment Management, Securities, Investment Banking, Corporate Finance, Leveraged Finance, Credit
Education
University of Pennsylvania 1977 — 1982
PhD, Economics
University of Vermont 1974 — 1977
BA, Math & Economics
Creative Alternatives of New York June 2015 - Present
Creative Alternatives of New York June 2003 - Present
Cantor Fitzgerald July 2009 - May 2015
Highland Capital Management August 2008 - June 2009
Bear Stearns June 1999 - June 2008
Credit Suisse June 1998 - June 1999
Lehman Brothers June 1991 - June 1998
Goldman Sachs September 1985 - June 1991
Council on Foreign Relations December 1985 - December 1986
Federal Reserve Bank of New York November 1982 - September 1985
Skills
Hedge Funds, High Yield, Fixed Income, Special Situations, Financial Structuring, Portfolio Management, Investments, Equities, Private Equity, Bloomberg, Credit Derivatives, Capital Markets, Equity Derivatives, Trading, Asset Management, Emerging Markets, Structured Finance, Valuation, Securitization, Derivatives, MBS, LBO, CDS, Equity Research, Financial Markets, Fund Of Funds, ABS, Alternative Investments, Structured Products, Bonds, CDO, Series 7, Investment Management, Securities, Investment Banking, Corporate Finance, Leveraged Finance, Credit
Education
University of Pennsylvania 1977 — 1982
PhD, Economics
University of Vermont 1974 — 1977
BA, Math & Economics
Jonathan Prin's Bear Stearns Experience 2005 - 2008
Job Vice President at J.P. Morgan
Industry Banking
Experience
J.P. Morgan June 2008 - Present
J.P. Morgan Asset Management 2008 - 2011
Bear Stearns 2005 - 2008
Skills
Emerging Markets, Fixed Income, Financial Modeling, Python, Leadership, Strategy, Team Building, Options, Equities, Investments, Asset Management, Capital Markets, Hedge Funds
Education
University of Pennsylvania
J.P. Morgan June 2008 - Present
J.P. Morgan Asset Management 2008 - 2011
Bear Stearns 2005 - 2008
Skills
Emerging Markets, Fixed Income, Financial Modeling, Python, Leadership, Strategy, Team Building, Options, Equities, Investments, Asset Management, Capital Markets, Hedge Funds
Education
University of Pennsylvania
Jason Fritz's Bear Stearns Experience February 1998 - February 2000
Job Partner & Chief Operating Officer
Industry Investment Management
Experience
Jet Capital Management January 2009 - Present
Morgan Stanley July 2003 - May 2008
Deutsche Bank February 2000 - May 2003
Bear Stearns February 1998 - February 2000
Solomon Smith Barney January 1994 - January 1998
Education
University of Pennsylvania Law School 1988 — 1991
JD
University of Pennsylvania - The Wharton School 1984 — 1988
B.S., Economics
Jet Capital Management January 2009 - Present
Morgan Stanley July 2003 - May 2008
Deutsche Bank February 2000 - May 2003
Bear Stearns February 1998 - February 2000
Solomon Smith Barney January 1994 - January 1998
Education
University of Pennsylvania Law School 1988 — 1991
JD
University of Pennsylvania - The Wharton School 1984 — 1988
B.S., Economics
Peter Olaynack's Bear Stearns Experience February 2004 - January 2006
Job
Industry Financial Services
Experience
BQ Capital Partners December 2013 - Present
BookMyCity.com October 2013 - Present
Axial Capital Management LLC October 2007 - December 2013
Morgan Joseph & Co. Inc 2006 - 2007
Bear Stearns February 2004 - January 2006
Heritage Marketing Corporation July 1998 - June 2002
Citicorp January 1996 - July 1998
Bear Stearns April 1992 - January 1996
Bankers Trust August 1989 - April 1992
Salomon Brothers June 1987 - July 1989
Skills
Alternative Investments, Asset Management, Capital Markets, Corporate Development, Corporate Finance, Entrepreneurship, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Mergers, Mergers, Portfolio Management, Private Equity, Securities, Finance, Start-ups, Strategy, Strategic Planning, Trading, Venture Capital, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
University of Pennsylvania - The Wharton School 1983 — 1987
BS Economics
BQ Capital Partners December 2013 - Present
BookMyCity.com October 2013 - Present
Axial Capital Management LLC October 2007 - December 2013
Morgan Joseph & Co. Inc 2006 - 2007
Bear Stearns February 2004 - January 2006
Heritage Marketing Corporation July 1998 - June 2002
Citicorp January 1996 - July 1998
Bear Stearns April 1992 - January 1996
Bankers Trust August 1989 - April 1992
Salomon Brothers June 1987 - July 1989
Skills
Alternative Investments, Asset Management, Capital Markets, Corporate Development, Corporate Finance, Entrepreneurship, Equities, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Management, Mergers, Mergers, Portfolio Management, Private Equity, Securities, Finance, Start-ups, Strategy, Strategic Planning, Trading, Venture Capital, Valuation, Due Diligence
Education
University of Pennsylvania - The Wharton School 1991 — 1993
MBA
University of Pennsylvania - The Wharton School 1983 — 1987
BS Economics
Alexander Monroy's Bear Stearns Experience November 2000 - June 2007
Job Executive Director at Nomura
Industry Banking
Experience
Nomura August 2011 - Present
Barclays Capital May 2008 - May 2011
UBS Securities Co., Ltd July 2007 - May 2008
Bear Stearns November 2000 - June 2007
Skills
Investment Banking, Emerging Markets, Fixed Income, Debt, Capital Markets, Latin America, Hedge Funds
Education
University of Pennsylvania 1994 — 1998
BA, Economics
Nomura August 2011 - Present
Barclays Capital May 2008 - May 2011
UBS Securities Co., Ltd July 2007 - May 2008
Bear Stearns November 2000 - June 2007
Skills
Investment Banking, Emerging Markets, Fixed Income, Debt, Capital Markets, Latin America, Hedge Funds
Education
University of Pennsylvania 1994 — 1998
BA, Economics
Edith Wilson, CFA, CAMS's Bear Stearns Experience 1995 - 1998
Job Program and Project Management, Business Analysis
Industry Financial Services
Experience
JPMorgan Chase September 2002 - Present
PricewaterhouseCoopers (formerly Coopers &Lybrand) 1998 - 2002
Bear Stearns 1995 - 1998
HSBC (formerly Midland Bank, Midland Global Markets) 1993 - 1994
Skills
Business Analysis, Financial Services, Banking, Management Consulting, AML, Business Process..., Capital Markets, Trading, Financial Analysis, PMO, Project Management, Project Portfolio..., Change Management, Derivatives, Equities, Requirements Analysis, SDLC, IT Strategy, Enterprise Risk..., Fixed Income, Operational Risk..., Business Strategy, Data Analysis, CAMS, Business Planning, Agile Project Management, Cross-functional Team..., Chartered Financial..., Agile Methodologies, Securities, Anti Money Laundering, Management, Investment Banking, Agile, CFA, sd, Business Intelligence
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
University of Pittsburgh 1988 — 1992
BS, Economics and History
Peters Township High School
JPMorgan Chase September 2002 - Present
PricewaterhouseCoopers (formerly Coopers &Lybrand) 1998 - 2002
Bear Stearns 1995 - 1998
HSBC (formerly Midland Bank, Midland Global Markets) 1993 - 1994
Skills
Business Analysis, Financial Services, Banking, Management Consulting, AML, Business Process..., Capital Markets, Trading, Financial Analysis, PMO, Project Management, Project Portfolio..., Change Management, Derivatives, Equities, Requirements Analysis, SDLC, IT Strategy, Enterprise Risk..., Fixed Income, Operational Risk..., Business Strategy, Data Analysis, CAMS, Business Planning, Agile Project Management, Cross-functional Team..., Chartered Financial..., Agile Methodologies, Securities, Anti Money Laundering, Management, Investment Banking, Agile, CFA, sd, Business Intelligence
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1992 — 1993
MBA, Finance
University of Pittsburgh 1988 — 1992
BS, Economics and History
Peters Township High School
Elliott Baim's Bear Stearns Experience 1976 - 2005
Job Independent Investment Banking Professional
Industry Investment Banking
Experience
retired 2005 - 2010
Bear Stearns 1976 - 2005
Bear Stearns 1976 - 2005
Education
University of Pennsylvania - The Wharton School 1961 — 1965
BSE, Finance
retired 2005 - 2010
Bear Stearns 1976 - 2005
Bear Stearns 1976 - 2005
Education
University of Pennsylvania - The Wharton School 1961 — 1965
BSE, Finance
Bryan Spielman's Bear Stearns Experience April 2000 - May 2006
Job Executive Vice President
Industry Computer Software
Experience
Medidata Solutions September 2011 - Present
Centerview Partners August 2008 - September 2011
UBS Investment Bank May 2006 - August 2008
Bear Stearns April 2000 - May 2006
Skills
Clinical Trials, Corporate Development, Corporate Finance, Due Diligence, Financial Modeling, Go-to-market Strategy, Management, Mergers, Pharmaceutical Industry, Private Equity, Start-ups, Strategy, Valuation, Venture Capital, Executive Management, Business Strategy, Enterprise Software, Cross-functional Team..., SaaS, Entrepreneurship, Investments, Strategic Partnerships, Business Development, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
BA
Medidata Solutions September 2011 - Present
Centerview Partners August 2008 - September 2011
UBS Investment Bank May 2006 - August 2008
Bear Stearns April 2000 - May 2006
Skills
Clinical Trials, Corporate Development, Corporate Finance, Due Diligence, Financial Modeling, Go-to-market Strategy, Management, Mergers, Pharmaceutical Industry, Private Equity, Start-ups, Strategy, Valuation, Venture Capital, Executive Management, Business Strategy, Enterprise Software, Cross-functional Team..., SaaS, Entrepreneurship, Investments, Strategic Partnerships, Business Development, Strategic Planning
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
University of Pennsylvania
BA
David Greenbaum's Bear Stearns Experience July 2005 - December 2007
Job Analyst at TMG Asset Management
Industry Investment Management
Experience
TMG Asset Management January 2014 - Present
Adar Investment Management June 2010 - December 2013
Avenue Capital Group January 2008 - December 2009
Bear Stearns July 2005 - December 2007
Skills
Valuation, Hedge Funds
Education
University of Pennsylvania 2001 — 2005
B.A., Diplomatic History, Minor in Jewish Studies
TMG Asset Management January 2014 - Present
Adar Investment Management June 2010 - December 2013
Avenue Capital Group January 2008 - December 2009
Bear Stearns July 2005 - December 2007
Skills
Valuation, Hedge Funds
Education
University of Pennsylvania 2001 — 2005
B.A., Diplomatic History, Minor in Jewish Studies
Brett Kasner's Bear Stearns Experience September 2007 - March 2008
Job Vice President at Artist Capital
Industry Financial Services
Experience
Artist Capital November 2012 - Present
UBS Investment Bank August 2012 - November 2012
Houlihan Lokey July 2008 - July 2010
Bear Stearns September 2007 - March 2008
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Development, Portfolio Management, Hedge Funds, Finance, Strategy, Capital Markets
Education
New York University, Stern School of Business 2010 — 2012
MBA, Finance & Entrepreneurship
University of Pennsylvania 2004 — 2008
BA, Political Science and French
Horace Mann High School 1992 — 2004
Artist Capital November 2012 - Present
UBS Investment Bank August 2012 - November 2012
Houlihan Lokey July 2008 - July 2010
Bear Stearns September 2007 - March 2008
Skills
Financial Modeling, Valuation, Private Equity, Mergers & Acquisitions, Investment Banking, Corporate Development, Portfolio Management, Hedge Funds, Finance, Strategy, Capital Markets
Education
New York University, Stern School of Business 2010 — 2012
MBA, Finance & Entrepreneurship
University of Pennsylvania 2004 — 2008
BA, Political Science and French
Horace Mann High School 1992 — 2004
Matthew Riez's Bear Stearns Experience July 1998 - June 2007
Job Managing Director at HSBC
Industry Investment Banking
Experience
HSBC June 2007 - Present
Bear Stearns July 1998 - June 2007
Credit Suisse First Boston June 1991 - July 1998
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Financial Structuring, Corporate Finance, Emerging Markets
Education
University of Pennsylvania 1987 — 1991
BSE, Materials Science & Engineering
HSBC June 2007 - Present
Bear Stearns July 1998 - June 2007
Credit Suisse First Boston June 1991 - July 1998
Skills
Investment Banking, Fixed Income, Capital Markets, Derivatives, Financial Structuring, Corporate Finance, Emerging Markets
Education
University of Pennsylvania 1987 — 1991
BSE, Materials Science & Engineering
Chris McCarty's Bear Stearns Experience 1996 - 2008
Job SVP Mesirow Financial
Industry Financial Services
Experience
Mesirow Financial May 2011 - Present
Piper Jaffray 2008 - April 2011
Bear Stearns 1996 - 2008
Skills
Capital Markets, Fixed Income, Investments, Securities, Series 7, Hedge Funds, Equities, Asset Management, Financial Modeling, Portfolio Management, Bloomberg, Bonds, Alternative Investments
Education
University of Oregon 1985 — 1990
BS, Finance
Mesirow Financial May 2011 - Present
Piper Jaffray 2008 - April 2011
Bear Stearns 1996 - 2008
Skills
Capital Markets, Fixed Income, Investments, Securities, Series 7, Hedge Funds, Equities, Asset Management, Financial Modeling, Portfolio Management, Bloomberg, Bonds, Alternative Investments
Education
University of Oregon 1985 — 1990
BS, Finance
Karen Weinerman's Bear Stearns Experience January 1985 - January 1997
Job Cruise Vacation Planner at Princess Cruises
Industry Marketing and Advertising
Experience
Channelford Associates July 2010 - September 2013
AT&T Yellow Pages February 1999 - June 2010
Valley Women’s Business Network November 1993 - July 1997
Bear Stearns January 1985 - January 1997
Skills
Sales, Marketing, Dispute Resolution, Licensed Life & Health..., Customer Service, Account Management, Strategic Financial..., Conflict Management, Process Improvement, Computer Proficiency, Problem Solving, Collections, Microsoft Excel, ins, Microsoft Office, Microsoft Word, Marketing Research, Negotiation, PowerPoint, Trading, Creative Writing, Advertising, Cross-functional Team..., Mobile Marketing, Marketing Strategy, Social Media Marketing, Advertising Sales, Email Marketing, Sales Presentations, Customer Retention, Lead Generation, Online Advertising
Education
University of Phoenix 1998 — 2000
Management Information Systems
Channelford Associates July 2010 - September 2013
AT&T Yellow Pages February 1999 - June 2010
Valley Women’s Business Network November 1993 - July 1997
Bear Stearns January 1985 - January 1997
Skills
Sales, Marketing, Dispute Resolution, Licensed Life & Health..., Customer Service, Account Management, Strategic Financial..., Conflict Management, Process Improvement, Computer Proficiency, Problem Solving, Collections, Microsoft Excel, ins, Microsoft Office, Microsoft Word, Marketing Research, Negotiation, PowerPoint, Trading, Creative Writing, Advertising, Cross-functional Team..., Mobile Marketing, Marketing Strategy, Social Media Marketing, Advertising Sales, Email Marketing, Sales Presentations, Customer Retention, Lead Generation, Online Advertising
Education
University of Phoenix 1998 — 2000
Management Information Systems
Adam Schlesinger's Bear Stearns Experience July 2002 - June 2005
Job Vice President at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group July 2010 - Present
Clarion Capital Partners August 2005 - July 2008
Bear Stearns July 2002 - June 2005
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (MBA)
University of Pennsylvania 1998 — 2002
BA / BSE, Finance, Philosophy
The Blackstone Group July 2010 - Present
Clarion Capital Partners August 2005 - July 2008
Bear Stearns July 2002 - June 2005
Education
University of Pennsylvania - The Wharton School 2008 — 2010
Master of Business Administration (MBA)
University of Pennsylvania 1998 — 2002
BA / BSE, Finance, Philosophy
Kenneth Aul's Bear Stearns Experience March 2007 - May 2008
Job IT Consultant at Pinnacle
Industry Information Technology and Services
Experience
Pinnacle August 2013 - Present
JPMorgan Chase May 2008 - August 2013
Bear Stearns March 2007 - May 2008
Ernst & Young LLP April 1998 - November 2007
Geotek Communications June 1992 - November 1995
Skills
Network Architecture, Networking, Team Management, Project Management, Cisco Technologies, Network Security, Team Leadership, Strategic Planning, Program Management, Strategy, Integration, IT Management, SDLC, WAN, Data Center
Education
University of Phoenix 2009 — 2013
Bachelor’s Degree, Information Technology
Rariton Valley Community College 2001 — 2003
Associate's Degree, Management Information Systems, General
Chubb Institute of Techology 1989 — 1990
Application Development, Applications Engineering, Design and Support
Pinnacle August 2013 - Present
JPMorgan Chase May 2008 - August 2013
Bear Stearns March 2007 - May 2008
Ernst & Young LLP April 1998 - November 2007
Geotek Communications June 1992 - November 1995
Skills
Network Architecture, Networking, Team Management, Project Management, Cisco Technologies, Network Security, Team Leadership, Strategic Planning, Program Management, Strategy, Integration, IT Management, SDLC, WAN, Data Center
Education
University of Phoenix 2009 — 2013
Bachelor’s Degree, Information Technology
Rariton Valley Community College 2001 — 2003
Associate's Degree, Management Information Systems, General
Chubb Institute of Techology 1989 — 1990
Application Development, Applications Engineering, Design and Support
Christopher Shelby, CFA's Bear Stearns Experience May 2006 - August 2006
Job Wealth Planner
Industry Financial Services
Experience
Coury Financial Group February 2014 - Present
Wilshire Associates June 2007 - February 2014
Bear Stearns May 2006 - August 2006
Skills
Equities, Manager Selection, Fixed Income, Alternative Investments, Asset Allocation, Relationship Mgmt, Capital Markets, Portfolio Management, Superior Client Service, Valuation, Trading, Hedge Funds
Education
University of Pittsburgh 2004 — 2007
BSBA, Finance, Economics
Coury Financial Group February 2014 - Present
Wilshire Associates June 2007 - February 2014
Bear Stearns May 2006 - August 2006
Skills
Equities, Manager Selection, Fixed Income, Alternative Investments, Asset Allocation, Relationship Mgmt, Capital Markets, Portfolio Management, Superior Client Service, Valuation, Trading, Hedge Funds
Education
University of Pittsburgh 2004 — 2007
BSBA, Finance, Economics
Chiara Giacomini's Bear Stearns Experience December 2006 - May 2008
Job Director, Derivatives Rates Sales
Industry Banking
Experience
Societe Generale September 2011 - June 2015
Tullett Prebon 2008 - September 2011
Bear Stearns December 2006 - May 2008
Skills
Capital Markets, Derivatives, Fixed Income, Hedge Funds, Financial Markets
Education
The University of Reading 2000 — 2003
BA (Hons) Management & Business Administration, Economics/Accountancy
C.I.V. Centre International de Valbonne
High School- Int'l boarding school
Societe Generale September 2011 - June 2015
Tullett Prebon 2008 - September 2011
Bear Stearns December 2006 - May 2008
Skills
Capital Markets, Derivatives, Fixed Income, Hedge Funds, Financial Markets
Education
The University of Reading 2000 — 2003
BA (Hons) Management & Business Administration, Economics/Accountancy
C.I.V. Centre International de Valbonne
High School- Int'l boarding school
Lynn Bainbridge's Bear Stearns Experience June 2003 - August 2006
Job Administrative Professional
Industry Consumer Services
Experience
Project CARE (1st Baptist Church Robertsdale) July 2011 - May 2014
BP Oil Spill Recovery August 2010 - September 2010
Bear Stearns June 2003 - August 2006
Holland Builders/Sheltair Aviation August 2003 - February 2006
Siemens, ICN February 2000 - May 2002
EDS (Electronic Data Systems) August 1986 - February 2000
Skills
Microsoft Office, Team Building, Customer Service, Microsoft Word, Outlook
Education
University of Phoenix 2002 — 2004
BS, Business Management
University of Phoenix
Bachelor's degree, Business Management
Project CARE (1st Baptist Church Robertsdale) July 2011 - May 2014
BP Oil Spill Recovery August 2010 - September 2010
Bear Stearns June 2003 - August 2006
Holland Builders/Sheltair Aviation August 2003 - February 2006
Siemens, ICN February 2000 - May 2002
EDS (Electronic Data Systems) August 1986 - February 2000
Skills
Microsoft Office, Team Building, Customer Service, Microsoft Word, Outlook
Education
University of Phoenix 2002 — 2004
BS, Business Management
University of Phoenix
Bachelor's degree, Business Management
Connie DeBoever's Bear Stearns Experience October 1997 - October 2001
Job analyst at The Boston Company
Industry Financial Services
Experience
The Boston Company September 2002 - Present
Bear Stearns October 1997 - October 2001
PricewaterhouseCoopers 1995 - 1997
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, accounting, management
The Boston Company September 2002 - Present
Bear Stearns October 1997 - October 2001
PricewaterhouseCoopers 1995 - 1997
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, accounting, management
Douglas Calamari's Bear Stearns Experience July 2001 - June 2007
Job Angel Investor and Managing Partner at KC Global LLC
Industry Venture Capital & Private Equity
Experience
KC Global LLC 2011 - Present
StormHarbour Securities November 2009 - May 2010
Barclays Capital June 2007 - January 2009
Bear Stearns July 2001 - June 2007
American Century Mutual Funds July 2000 - June 2001
Paine Webber June 1997 - August 1999
Skills
Portfolio Management, Structured Finance, Derivatives, Options, CMBS, Private Equity, ABS, Investments, Mortgage Lending, Hedge Funds, Business Development, Trading, Capital Markets, Fixed Income, Loans, Mutual Funds, Bonds, MBS, CDO, Valuation, Structured Products, Securitization, Equities, Residential Mortgages, Relationship Management, Securities, Risk Management, Series 63, Equity Trading, Financial Markets, Investment Banking, Financial Structuring, Bloomberg, Alternative Investments
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
University of Pennsylvania 1996 — 2000
Bachelor of Arts, Diplomatic History and International Relations
KC Global LLC 2011 - Present
StormHarbour Securities November 2009 - May 2010
Barclays Capital June 2007 - January 2009
Bear Stearns July 2001 - June 2007
American Century Mutual Funds July 2000 - June 2001
Paine Webber June 1997 - August 1999
Skills
Portfolio Management, Structured Finance, Derivatives, Options, CMBS, Private Equity, ABS, Investments, Mortgage Lending, Hedge Funds, Business Development, Trading, Capital Markets, Fixed Income, Loans, Mutual Funds, Bonds, MBS, CDO, Valuation, Structured Products, Securitization, Equities, Residential Mortgages, Relationship Management, Securities, Risk Management, Series 63, Equity Trading, Financial Markets, Investment Banking, Financial Structuring, Bloomberg, Alternative Investments
Education
NYU Stern School of Business 2013 — 2015
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
University of Pennsylvania 1996 — 2000
Bachelor of Arts, Diplomatic History and International Relations
Yelena Movshovich's Bear Stearns Experience May 2006 - January 2008
Job Analyst at Family Office
Industry Financial Services
Experience
Family Office February 2013 - Present
Thomson Reuters July 2010 - February 2013
Perry Capital February 2008 - June 2010
Bear Stearns May 2006 - January 2008
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Finance and Marketing
Family Office February 2013 - Present
Thomson Reuters July 2010 - February 2013
Perry Capital February 2008 - June 2010
Bear Stearns May 2006 - January 2008
Education
University of Pennsylvania - The Wharton School 2002 — 2006
Finance and Marketing
Bruce Langham's Bear Stearns Experience 2006 - 2008
Job Director at Bank of America
Industry Investment Banking
Experience
Bank of America 2011 - Present
Goldman Sachs 2008 - 2011
Bear Stearns 2006 - 2008
Bear Stearns International 1999 - 2005
Skills
Interest Rate..., Trading Systems, Python, C++, Microsoft Excel, Object Oriented Design, SQL, Test Driven Development, Database Design, Visual Basic, VBA, MySQL, SQLite
Education
University of Oxford 1996 — 1999
MA Ox Hons, Mathematical Sciences
Bank of America 2011 - Present
Goldman Sachs 2008 - 2011
Bear Stearns 2006 - 2008
Bear Stearns International 1999 - 2005
Skills
Interest Rate..., Trading Systems, Python, C++, Microsoft Excel, Object Oriented Design, SQL, Test Driven Development, Database Design, Visual Basic, VBA, MySQL, SQLite
Education
University of Oxford 1996 — 1999
MA Ox Hons, Mathematical Sciences
Jared Solomon's Bear Stearns Experience June 2007 - August 2007
Job Managing Director at New York Based Asset Manager
Industry Investment Management
Experience
New York Based Asset Manager 2015 - Present
Anicca Capital Management 2014 - 2015
Silver Point Capital 2012 - 2014
Apollo Global Management LLC June 2011 - August 2011
Och-Ziff Capital Management September 2010 - December 2010
Karsch Capital Management 2008 - 2010
Bear Stearns June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS, Accounting and Finance
New York Based Asset Manager 2015 - Present
Anicca Capital Management 2014 - 2015
Silver Point Capital 2012 - 2014
Apollo Global Management LLC June 2011 - August 2011
Och-Ziff Capital Management September 2010 - December 2010
Karsch Capital Management 2008 - 2010
Bear Stearns June 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2008 — 2012
BS, Accounting and Finance
Jp Gagne's Bear Stearns Experience December 2004 - June 2008
Job Institutional Fixed Income Sales at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2010 - Present
Guggenheim Capital Markets June 2008 - April 2010
Bear Stearns December 2004 - June 2008
Colorado Rockies Baseball Club June 2003 - February 2005
Skills
Fixed Income, Sales, Series 7, Bloomberg, Capital Markets, Series 63, Derivatives, Equities, Investments, Hedge Funds, Bonds, Securities
Education
University of Chicago 2007 — 2010
MBA, Finance, Econometrics & Statistics
University of Notre Dame 1999 — 2003
BS, Finance
Morgan Stanley 2010 - Present
Guggenheim Capital Markets June 2008 - April 2010
Bear Stearns December 2004 - June 2008
Colorado Rockies Baseball Club June 2003 - February 2005
Skills
Fixed Income, Sales, Series 7, Bloomberg, Capital Markets, Series 63, Derivatives, Equities, Investments, Hedge Funds, Bonds, Securities
Education
University of Chicago 2007 — 2010
MBA, Finance, Econometrics & Statistics
University of Notre Dame 1999 — 2003
BS, Finance
dalton shin's Bear Stearns Experience November 1999 - March 2008
Job Managing Director at PGP Capital
Industry Financial Services
Experience
PGP Capital June 2008 - Present
Bear Stearns November 1999 - March 2008
PGP Capital February 2003 - June 2005
Banc of America Securities April 1998 - November 1999
Donaldson, Lufkin & Jenrette March 1997 - March 1998
NatWest Markets May 1994 - March 1997
Oppenheimer & Co. Inc. October 1993 - May 1994
PricewaterhouseCoopers September 1991 - September 1993
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Investments, Capital Markets, Investment Banking, Equities, Due Diligence, Valuation, Business Strategy, Venture Capital, Accounting, Auditing
Education
Wharton School, University of Pennsylvania 1987 — 1991
BSE, Accounting and Finance
PGP Capital June 2008 - Present
Bear Stearns November 1999 - March 2008
PGP Capital February 2003 - June 2005
Banc of America Securities April 1998 - November 1999
Donaldson, Lufkin & Jenrette March 1997 - March 1998
NatWest Markets May 1994 - March 1997
Oppenheimer & Co. Inc. October 1993 - May 1994
PricewaterhouseCoopers September 1991 - September 1993
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Investments, Capital Markets, Investment Banking, Equities, Due Diligence, Valuation, Business Strategy, Venture Capital, Accounting, Auditing
Education
Wharton School, University of Pennsylvania 1987 — 1991
BSE, Accounting and Finance
Michelle Heintz's Bear Stearns Experience August 2006 - November 2006
Job Project Manager at MetLife Home Loans
Industry Banking
Experience
MetLife Home Loans November 2006 - Present
Bear Stearns August 2006 - November 2006
Countrywide Home Loans May 2006 - August 2006
Skills
PMP, Business Analysis, Business Process..., Process Improvement, Visio, Credit, SDLC, Risk Management, Requirements Gathering, Banking, Project Management, Mortgage Lending, Management, Leadership, Requirements Analysis, Mortgage Banking, SharePoint, Vendor Management, Loans
Education
University of North Texas 1992 — 1997
B.A., Real Estate Finance
MetLife Home Loans November 2006 - Present
Bear Stearns August 2006 - November 2006
Countrywide Home Loans May 2006 - August 2006
Skills
PMP, Business Analysis, Business Process..., Process Improvement, Visio, Credit, SDLC, Risk Management, Requirements Gathering, Banking, Project Management, Mortgage Lending, Management, Leadership, Requirements Analysis, Mortgage Banking, SharePoint, Vendor Management, Loans
Education
University of North Texas 1992 — 1997
B.A., Real Estate Finance
Mushtaq Mulla's Bear Stearns Experience March 1995 - September 2000
Job Senior VicePresident at Stifel Nicolaus Inc.
Industry Investment Banking
Experience
Stifel Nicolaus Inc. February 2007 - Present
RBC Capital Markets September 2000 - January 2007
Bear Stearns March 1995 - September 2000
Skills
Strategic Planning, Energy, Entrepreneurship, Cross-functional Team..., Start-ups, Strategy, Risk Management, Mergers & Acquisitions, Corporate Finance, Private Equity, Financial Modeling, Finance, Business Development, Valuation, Banking, Strategic Financial..., Contract Negotiation, Negotiation, Investments, Portfolio Management, Securities, Leadership, Investment Banking
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Business Administration (BBA)
Western Illinois University
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Stifel Nicolaus Inc. February 2007 - Present
RBC Capital Markets September 2000 - January 2007
Bear Stearns March 1995 - September 2000
Skills
Strategic Planning, Energy, Entrepreneurship, Cross-functional Team..., Start-ups, Strategy, Risk Management, Mergers & Acquisitions, Corporate Finance, Private Equity, Financial Modeling, Finance, Business Development, Valuation, Banking, Strategic Financial..., Contract Negotiation, Negotiation, Investments, Portfolio Management, Securities, Leadership, Investment Banking
Education
University of Oregon - Charles H. Lundquist College of Business
Bachelor of Business Administration (BBA)
Western Illinois University
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Brian Lehrer's Bear Stearns Experience September 1995 - June 2008
Job Portfolio Manager at Millennium Partners
Industry Financial Services
Experience
Millennium Partners September 2013 - Present
RBS June 2008 - September 2013
Bear Stearns September 1995 - June 2008
Education
University of Pennsylvania
Math
Millennium Partners September 2013 - Present
RBS June 2008 - September 2013
Bear Stearns September 1995 - June 2008
Education
University of Pennsylvania
Math
Steven Hurwitz's Bear Stearns Experience July 1985 - September 1994
Job Senior Vice President at Five Island Asset Management
Industry Financial Services
Experience
Five Island Asset Management December 2013 - Present
The PrinceRidge Group August 2010 - October 2013
Trilogy Capital January 2008 - December 2008
Omega Advisors November 2004 - December 2007
Haven's Advisors September 2001 - November 2004
EVEREN Securities January 1995 - April 2001
Bear Stearns July 1985 - September 1994
Skills
Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Portfolio Management, Special Situations, Trading, Alternative Investments, High Yield, Asset Management
Education
Wharton School, University of Pennsylvania 1981 — 1985
Bachelor of Science (BS) - Economics, Finance and Decision Sciences
Five Island Asset Management December 2013 - Present
The PrinceRidge Group August 2010 - October 2013
Trilogy Capital January 2008 - December 2008
Omega Advisors November 2004 - December 2007
Haven's Advisors September 2001 - November 2004
EVEREN Securities January 1995 - April 2001
Bear Stearns July 1985 - September 1994
Skills
Fixed Income, Hedge Funds, Investment Banking, Capital Markets, Portfolio Management, Special Situations, Trading, Alternative Investments, High Yield, Asset Management
Education
Wharton School, University of Pennsylvania 1981 — 1985
Bachelor of Science (BS) - Economics, Finance and Decision Sciences
Craig Barnett's Bear Stearns Experience 1997 - 2001
Job Meadow Lane Capital, LLC
Industry Investment Management
Experience
Barnett & Partners, LLC 2001 - Present
Bear Stearns 1997 - 2001
The Blackstone Group 1994 - 1997
Lehman Brothers 1984 - 1994
Education
Wharton School, University of Pennsylvania
Barnett & Partners, LLC 2001 - Present
Bear Stearns 1997 - 2001
The Blackstone Group 1994 - 1997
Lehman Brothers 1984 - 1994
Education
Wharton School, University of Pennsylvania
Yohan Skaria's Bear Stearns Experience April 2007 - March 2008
Job OTC Valuation Senior Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan October 2013 - Present
J.P. Morgan May 2013 - Present
J.P. Morgan April 2008 - April 2013
Bear Stearns April 2007 - March 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Equities
Education
University of Pittsburgh 1997 — 2000
Bachelor of Science (BS), Management Information Systems
College of Staten Island 2006 — 2007
Bachelor's Degree, Economics
J.P. Morgan October 2013 - Present
J.P. Morgan May 2013 - Present
J.P. Morgan April 2008 - April 2013
Bear Stearns April 2007 - March 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, Strategic Planning, Budgets, Negotiation, Editing, C++, C, Java, Equities
Education
University of Pittsburgh 1997 — 2000
Bachelor of Science (BS), Management Information Systems
College of Staten Island 2006 — 2007
Bachelor's Degree, Economics
Daniel Moran's Bear Stearns Experience 2004 - June 2008
Job Private Equity, Private Placements, Hedge Funds
Industry Capital Markets
Experience
Evolution Energies June 2008 - Present
Spring Lake Capital June 2008 - Present
Hotel Connections, Ltd November 2012 - June 2014
Bear Stearns 2004 - June 2008
Referrals.com 1999 - 2001
Marsh & McClennan 1997 - 1999
Skills
Contract Negotiation, Management, Team Building, Strategy, Account Management, Negotiation, Project Management, Business Strategy, CRM, Leadership, Business Development, Entrepreneurship, Strategic Partnerships
Education
University of Notre Dame
Clarkstown North
Evolution Energies June 2008 - Present
Spring Lake Capital June 2008 - Present
Hotel Connections, Ltd November 2012 - June 2014
Bear Stearns 2004 - June 2008
Referrals.com 1999 - 2001
Marsh & McClennan 1997 - 1999
Skills
Contract Negotiation, Management, Team Building, Strategy, Account Management, Negotiation, Project Management, Business Strategy, CRM, Leadership, Business Development, Entrepreneurship, Strategic Partnerships
Education
University of Notre Dame
Clarkstown North
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS