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
JPMorgan Chase & Co. September 2014 - Present
JP Morgan September 2013 - September 2014
J P Morgan March 2008 - September 2014
Bear Stearns April 1999 - March 2008
Salomon Brothers August 1991 - October 1998
Skills
Equities, Trading Systems, Management, Trading, Portfolio Management, Analysis, Quality Assurance, Fixed Income, Investment Banking, Middle Office, Market Data, Electronic Trading, Mergers & Acquisitions, Financial Services, Software Documentation, Derivatives, Securities, Hedge Funds, Options
Education
University of South Florida
BA, Marketing, Business
Arena Ventures January 2015 - Present
Lo Enterprises LLC August 2014 - Present
Julius Baer April 2013 - July 2014
Merrill Lynch January 2010 - April 2013
Axiom Investment Advisors LLC April 2008 - April 2009
Bear Stearns 2007 - 2008
Morgens, Waterfall, Vintiadis 2006 - 2007
Skills
Venture Capital, Start-ups, Strategy, Entrepreneurship, Angel Investing, Competitive Analysis, Business Strategy, Investment Management, Social Media Marketing, Equity Valuation, Social Media, Analysis, Fixed Income, Investment Banking, Finance, Mutual Funds, Derivatives, Trading, Career Development..., Quantitative Research, Investments, Equities, Portfolio Management
Education
University of Rochester 2001 — 2005
Bachelor's degree, Economics and English
Northwestern Mutual 2006 - 2014
Bank of America June 2000 - January 2001
People's United Bank January 1998 - May 2000
Bear Stearns February 1996 - May 1997
Education
University of Richmond
Bachelor of Science, BUSINESS ADMINISTRATION
eMBS Inc. December 2010 - Present
eMBS Inc. September 1999 - June 2001
Bear Stearns September 1998 - September 1999
Salomon Brothers January 1994 - June 1998
Skills
Business Analysis, SQL, Unix, SDLC, Team Building, Integration
Education
University of South Florida 1988 — 1994
BS, Mgmt Info Systems
CCX Direct, Inc. May 1997 - Present
CCX Global, Inc. May 1997 - December 2013
Cornerstone Electronics LLC 1998 - 2000
NECX (New England Circuit Exchange) 1995 - 1997
Bear Stearns 1993 - 1995
Skills
Business Development, International Sales, Sales Management, Contract Negotiation, Strategic Partnerships, Negotiation, Investments, New Business Development, Selling, Product Marketing, Sales, Start-ups, Product Management, Management
Education
University of Rhode Island 1989 — 1993
B.S. & B.A., Finance and English Literature
MC-Five Mile August 2014 - Present
CT California Fund VII June 2011 - Present
Starlight Capital Advisors February 2009 - December 2014
First Carlsbad Mortgage October 2009 - August 2014
Merrill Lynch June 2002 - April 2009
Bear Stearns November 1997 - June 2002
Arthur Andersen 1995 - 1997
Bristol Realty Counselors 1993 - 1995
Skills
Real Estate Finance, Loan Origination, Mortgage Lending, Real Estate, Mezzanine, Clean Energy Finance, Financial Structuring, Real Estate Economics, Refinance, Due Diligence, Commercial Mortgages, Portfolio Management, Investments, Finance, Underwriting, Loans, Commercial Real Estate, FHA, Investors
Education
University of Southern California 1989 — 1993
BS
Canyon Partners September 2014 - Present
Oaktree Capital Mgmt, Wilshire Assoc, Canyon Partners September 2013 - August 2015
Barrington Wilshire January 2012 - September 2013
FINRA August 2005 - February 2011
Bear Stearns February 2000 - February 2004
LA MARATHON LLC 1999 - 2001
Kayne Anderson October 1989 - January 2000
William O'Neil + Co. Inc. 1986 - 1988
Education
University of Southern California
Bachelor of Science, Business Administration
Chicago Partners Wealth Advisors January 2013 - Present
Roth Capital Partners 2004 - 2008
Bear Stearns 1983 - 2002
Skills
Direct Sales, Investments, Marketing, Investment Management, New Business Development, Marketing Strategy, Asset Allocation, Investment Strategies, Finance, Wealth Management, Business Development, Financial Modeling
Education
University of Richmond
Robins School of Business - BS in BA, Marketing/Management
Beacon Pointe Advisors September 2014 - Present
Global Hunter Securities 2013 - 2014
Barclays 2008 - 2013
Lehman Brothers 2007 - 2008
Merrill Lynch 2003 - 2007
Bear Stearns 2000 - 2003
Pacific Gas and Electric Company 1999 - 2000
Coastal Corporation 1994 - 1998
Skills
Investment Advisory, Asset Allocation, Series 63, Wealth Management, Securities, Investment Strategies, Fixed Income, Alternative Investments, Series 7, Asset Management, Portfolio Management, Investments, Hedge Funds, Commodity, Equities
Education
University of Southern California 1986 — 1991
Torrey Pines High School 1983 — 1986
International business consultant January 2003 - Present
MD@Home January 2002 - November 2002
JB Oxford & Co. May 2001 - November 2001
Mace Security International November 1999 - March 2001
Spear Leeds &Kellogg March 1999 - October 1999
Paine Webber January 1998 - February 1999
Bear Stearns June 1997 - December 1997
Skills
Capital Markets, Private Equity, Venture Capital, Investor Relations, Equities, Trading, IPO, Mergers & Acquisitions, Investment Banking, Alternative Investments, Emerging Markets, Corporate Development, Hedge Funds, Investments, Valuation, Commodity, Securities, Equity Research, Portfolio Management, Financial Markets, Financial Structuring, Funding, Corporate Finance, Structured Finance, Asset Management, Capital, Restructuring, Due Diligence, Seed Capital, Equity Derivatives, Project Finance, M&A experience, Derivatives, Options, Fixed Income, Business Valuation, Financial Modeling, Entrepreneurship, Finance, tennis
Education
University of South Carolina-Columbia
International Business
Concerto Cloud Services February 2014 - Present
Tribridge January 2012 - Present
Moffitt Cancer Center November 2011 - December 2011
Persystent Software May 2010 - April 2011
EMBS Inc January 2006 - January 2010
CAE September 2001 - September 2005
Bear Stearns October 1998 - May 2001
Salomon Brothers August 1994 - October 1998
International Business Machines September 1989 - August 1994
Skills
Cloud Computing, Active Directory, Project Management, Integration, Windows Server, VMware, Security, Enterprise Architecture, Microsoft Exchange, Servers, Virtualization, Enterprise Software, Data Center, Windows 7, SDLC, Microsoft SQL Server, TCP/IP, Microsoft Technologies, Databases, Hyper-V, SCCM, Citrix Metaframe, SharePoint, Troubleshooting, Software Documentation, Operating Systems, Infrastructure, IT Strategy, Cisco Technologies, Networking, Disaster Recovery, VoIP, Windows, IT Operations, Project Delivery, SQL, Microsoft Dynamics ERP, Technical Support, Pre-sales, HP, System Deployment, Software Installation, Hardware, Testing, Windows XP, Routers, IT Management, Oracle, IT Service Management, ITIL
Education
University of South Florida - College of Business Administration
Bachelors
Guggenheim Partners February 2015 - Present
Macquarie Group August 2011 - November 2013
JP Morgan June 2008 - July 2009
Bear Stearns June 1995 - May 2008
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA, Finance
University of Richmond 1983 — 1987
BA, History
Morgan Stanley Wealth Management March 2008 - Present
Bear Stearns January 2007 - March 2008
Encore Credit Corp 2002 - 2007
Firstsource August 2000 - April 2002
Anheuser-Busch, Inc. August 1995 - August 2000
Skills
Financial Analysis, Investments, Asset Managment, Financial Modeling, Portfolio Management
Education
University of Southern California 1999 — 2001
MBA, Strategic Management
University of Southern California - Marshall School of Business 1991 — 1995
BS - BUAD, Entrepreneurship
FIG Partners September 2014 - Present
RBC Wealth Management July 2012 - July 2014
out of work December 2011 - July 2012
Colonial Fund September 2011 - November 2011
First Empire Securities, Inc October 2010 - August 2011
Great South Bay trading LLC November 1998 - August 2008
UBS September 1995 - October 1998
Bear Stearns January 1990 - August 1995
Skills
Series 7, Series 63, Equities, Trading, Securities, Hedge Funds, Options, Bloomberg, Equity Trading, Electronic Trading, Fixed Income, Capital Markets, Alternative Investments, Investments, Asset Management, Portfolio Management, Financial Markets
Education
University of Rhode Island 1981 — 1985
None, Political Science
west islip high school 1978 — 1981
regents, Regents
ConEdison Competitive Shared Services November 2010 - June 2012
ConEdison Competitive Shared Services May 2009 - November 2010
ConEdison Competitive Shared Services October 2006 - May 2009
Carlisle Leasing International October 2005 - September 2006
Carlisle Leasing International March 2003 - October 2005
Bear Stearns August 2001 - January 2003
Citibank June 1996 - May 1999
Skills
Financial Modeling, Financial Analysis, Treasury Management, Treasury Workstations, Asset-backed..., Due Diligence, Project Finance, Cash Flow Forecasting, Term Sheets, Compliance Reporting, Investment Banking, Treasury, Equities
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
MBA
Wells College 1992 — 1996
B.A.
Bank of America 2011 - Present
Bank of America 2004 - 2011
Bear Stearns 1998 - 2004
Salomon Brothers 1992 - 1998
Skills
Executive Management, Relationship Management, Operational Risk..., Process Improvement, Integration, Risk Management, Banking, Financial Services, Capital Markets, Back Office, Portfolio Management, PMO, Series 7, Investments, Six Sigma, Financial Risk, Strategy, Trading, Project Portfolio..., Asset Management, FINRA, Fixed Income, Credit, Prime Brokerage, Equities, Investment Banking, Investment Management, Middle Office, Trading Systems, Analysis, Derivatives, Hedge Funds, Wealth Management, Mutual Funds, General Securities..., Asset Allocation, AML, Operational Risk, Alternative Investments, FINRA Series 24 License..., FINRA Series 7 License:..., Six Sigma Greenbelt, SDLC, Vendor Management, Finance, Program Management, Management, Business Process..., IT Strategy, Governance
Education
University of South Florida - College of Business Administration 1990 — 1992
BS, Economics
JP Morgan December 2008 - 2012
Bear Stearns June 2006 - December 2007
Citigroup Investment Services 2000 - 2004
Skills
Equities, Derivatives, Series 7, Series 24, Series 63
Education
Peter Kump Culinary School
USC
Communications, Psychology
Eagle Asset Management August 2015 - Present
Raymond James May 2014 - August 2015
T. Rowe Price June 2013 - May 2014
T. Rowe Price October 2012 - June 2013
T. Rowe Price February 2011 - October 2012
Coca-Cola Enterprises 2009 - 2011
Bear Stearns June 2007 - August 2007
Skills
Financial Analysis, Microsoft Office, Customer Service, Spanish, Accounts Payable, Recruiting, Microsoft Excel, Mutual Funds, Access, Excel, Customer Relations, Investment Products, AWD, Project Management, SAP, Xign, SAP SRM
Education
University of South Florida 2007 — 2011
Bachelor of Science, Finance
Jewel Younglove Photography 2009 - Present
State Farm Insurance January 2008 - January 2010
Bear Stearns August 2005 - January 2008
Castle Financial November 2004 - August 2005
King Communications October 2003 - November 2004
Ron Brazil Photography June 2002 - September 2003
Skills
Advertising, Photography, Digital Photography
Education
University of San Diego 1999 — 2003
Bachelors of Art, Double Major in Photography and Visual Communications
Lorenzo de' Medici, Art Institute Florence Italy 2001 — 2001
Fine Art
Corona Del Mar High School 1996 — 1999
Infinitas Capital LLC April 2011 - Present
Bear Stearns 2006 - 2008
Artemis Advisors January 2004 - March 2006
ING Furman Selz 2001 - 2004
Education
University of Rochester 1995 — 1999
B.A., Economics
Excel Class January 2001 - Present
Goldman Sachs June 2000 - June 2001
Thomas Weisel January 2000 - June 2000
Société Générale January 1997 - November 1999
Bank of America January 1995 - November 1997
Bear Stearns January 1993 - December 1995
Citibank January 1991 - December 1993
Skills
SQL, Project Management, Requirements Analysis, Program Management, Change Management, Instructor-led Training, Project Planning, Leadership, Process Improvement, Analysis, Security Clearance, Training, Teaching, Team Leadership, Coaching, Visio, Business Planning, Operations Management, Security, Team Management
Education
University of Rhode Island - College of Business Administration 1986 — 1988
BS, Operations Research
IDSTC October 2005 - Present
Wiggins Professional Services August 1998 - Present
Baxter Healthcare April 2001 - October 2005
Bear Stearns May 1999 - March 2001
Critikon (Johnson & Johnson) August 1998 - May 1999
PowerCerv May 1995 - July 1998
Harris Semiconductor March 1992 - May 1995
EDS (Electronic Data Systems) July 1988 - March 1992
Skills
Software Development, Requirements Analysis, C#, SOA, SDLC, Software Project..., .NET, T-SQL, Agile Methodologies, Web Services, Project Management, Disaster Recovery, Microsoft SQL Server, SQL, Integration, System Architecture, Business Analysis, Business Intelligence, SSIS, ASP, XML
Education
University of South Florida 1983 — 1988
BS, Engineering
NRG Energy 2014 - Present
Aetherpal, Inc 2013 - 2013
Antenna Software 2011 - 2013
First Solar 2008 - 2010
GateHouse Media Inc. 2007 - 2008
Global Signal, Inc 2004 - 2007
Bear Stearns 2000 - 2003
PricewaterhouseCoopers 1997 - 1999
Skills
Financial Modeling, Start-ups, Consolidation, Turn Around Management, Strategic Planning, Integration, Securitization, Rapid Growth, Cash Management, Finance, Cross-functional Team..., Capital Markets, Acquisitions, Equities, Mergers, IPO, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Financial Reporting, Strategic Financial..., Private Equity, Leadership, Due Diligence, Team Building, Restructuring, Strategy, Corporate Development, Acquisition Integration, SaaS, Auditing, Investment Banking, Sarbanes-Oxley Act, Treasury, SEC filings, Managerial Finance, Venture Capital, Revenue Recognition, Executive Management, Valuation, Investor Relations, M, Internal Controls, Accounting, Forecasting, IFRS, US GAAP, Business Planning, Cash Flow, Financial Forecasting
Education
Washington University in St. Louis - Olin Business School 1999 — 2001
MBA
Institute of Chartered Accountants of Zimbabwe 1993 — 1995
Chartered Accountant
University of South Africa/Universiteit van Suid-Afrika 1991 — 1993
Bachelor of Science
Merrill Lynch June 2012 - Present
Morgan Stanley Smith Barney April 2008 - June 2012
Bear Stearns April 2007 - April 2008
AG Edwards & Sons 2003 - 2007
Hold Brothers Online Investment Services 1998 - 2003
Skills
Series 7, series 66, Wealth Management...
Education
University of Scranton 1994 — 1998
Accounting Services May 2011 - Present
Resources Global Professionals 2009 - 2011
Bear Stearns April 2007 - October 2008
Resources Global Professionals May 2003 - April 2007
Edwards Lifesciences 2001 - 2002
Accounting Services 2000 - 2001
West Capital Financial Services January 1999 - May 2000
General Atomics Aeronautical Systems 1997 - 1998
Vista Hill Healthcare 1986 - 1993
Skills
Leadership, Finance, Budgets, Forecasting, Financial Reporting, Payroll, Process Improvement, Cash Management, Auditing, Project Planning, Financial Modeling, Financial Analysis, Business Process..., Management, Banking, Accounts Payable, Managerial Finance, Accounting, Strategic Financial..., Strategic Planning, Healthcare, Analysis, Project Management, Accounts Receivable, Financial Statements, Management Consulting
Education
University of San Diego 1993 — 1997
Bachelor of Accountancy
Primary Insight, LLC April 2009 - April 2013
JP Morgan June 2008 - March 2009
Bear Stearns August 2007 - June 2008
Hood Law Firm June 2006 - August 2006
South Carolina Federal District Court August 2005 - December 2005
IMG August 2003 - June 2004
Skills
Mergers, Financial Modeling, Due Diligence, Private Equity, Valuation, Hedge Funds, Investments, Business Strategy, Corporate Finance
Education
University of South Carolina School of Law 2004 — 2006
JD, Law
Washington and Lee University 1999 — 2003
BA, Journalism & Mass Communications, Concentration in Art History
Episcopal High School 1996 — 1997
Morgan Stanley Smith Barney April 2009 - Present
Wells Fargo Advisors May 1985 - April 2009
Bear Stearns August 1984 - May 1985
Education
University of Scranton 1980 — 1984
Bachelor of Science, Business Management
Lynbrook High School 1976 — 1980
J.P. Morgan May 2014 - Present
JP Morgan June 2008 - May 2014
Bear Stearns 2007 - 2008
Prudential Equity Group 1993 - 2007
Skills
Equities, Equity Research, Series 7, Investments, Valuation, Series 63, Asset Managment, Securities, Portfolio Management, Private Equity, Bloomberg
Education
University of Rhode Island - College of Business Administration 1987 — 1991
BS - Finance
Everest Reinsurance March 2013 - Present
Everest Reinsurance October 2008 - March 2013
Everest Reinsurance April 2006 - October 2008
Everest Reinsurance May 2005 - April 2006
Novartis Consumer Health - Gerber Products Company February 2004 - May 2005
Bear Stearns December 2000 - February 2004
Skills
Employee Relations, Personnel Management, Performance Management, Human Resources, Management, Employee Engagement, HRIS, Insurance, Change Management, Recruiting, Deferred Compensation, Team Leadership, Onboarding, PeopleSoft, Policy, Sourcing, Succession Planning, Talent Acquisition, Talent Management
Education
University of Scranton 1996 — 2000
Bachelor of Science (B.S.), Human Resources Management and Services
Randolph High School
Brigade Capital Management January 2010 - Present
Brigade Capital Management October 2007 - January 2010
Bear Stearns January 2005 - October 2007
Education
University of Scranton 2000 — 2004
Bachelor of Science (BS), Marketing Major, Finance Concentration
Chaminade High School 1996 — 2000
Hewlett-Packard November 2006 - Present
Hewlett-Packard June 2005 - November 2006
Hewlett-Packard December 2000 - May 2005
Bear Stearns January 2000 - December 2000
AT&T Solutions November 1998 - January 2000
Ernst & Young April 1998 - October 1998
Beneficial Technology Corporation June 1997 - October 1997
Beneficial Technology Corporation March 1996 - June 1997
Beneficial Technology Corporation February 1995 - March 1996
Beneficial Technology Corporation January 1994 - February 1995
Skills
Software Documentation, Technical Communication, Online Help, FrameMaker, Technical Writing, Technical Documentation, Manuals, Editing, Single Sourcing, Content Development, RoboHelp, White Papers, Program Management, SnagIt, Visio, Content Management
Education
University of Scranton
Bachelor's Degree, English, Sociology, 3.45 GPA
JP Morgan May 2008 - Present
Bear Stearns 1995 - 2008
Education
University of Rhode Island 1987 — 1991
The Securities Law Group LLP July 2003 - Present
Farella Braun + Martel LLP February 1995 - February 2002
Paine Webber September 1990 - March 1993
Bear Stearns August 1987 - June 1990
Smith Barney, Harris Upham & Co. July 1975 - July 1986
Education
University of San Francisco School of Law 1993 — 1996
JD, General Corporate Law
JP Morgan May 2008 - Present
Bear Stearns July 1998 - May 2008
Salomon Brothers 1997 - 1998
Education
University of South Florida 1992 — 1996
Bachelor of Science Degree, Majored in Finance and Management Information Systems
Parallon Business Solutions July 2013 - Present
Supplemental Health Care December 2008 - July 2013
DocuTech June 2008 - November 2008
Bear Stearns May 2007 - May 2008
HSBC Mortgage Services 2004 - 2007
CBC Companies 2002 - 2004
Skills
MSP, RPO, National Accounts, National Account..., Healthcare Staffing, Project Implementation, Staffing Models, Contract Negotiation, Account Management, Product Management, Training & Development, VMS, Sales Operations, Direct Sales, Analysis, Applicant Tracking..., Building Relationships, Business Development, CRM, Cold Calling, College Recruiting, Customer Retention, Consulting, Employee Training, Healthcare, Leadership, Management, Marketing, Marketing Strategy, Networking, New Business Development, Process Improvement, Program Management, Sales, Recruiting, Sales Management, Sales Presentations, Sales Process, Selling, Solution Selling, Staffing Services, Start-ups, Strategic Planning, Strategy, Talent Acquisition, Team Building, Temporary Placement, Temporary Staffing, Time Management
Education
University of South Florida 1992 — 1996
Bachelor of Arts (BA), Mass Communications
O'Shaughnessy Asset Management AssociateBear Stearns Asset ManagementSeptember 2004 - March 2008
Bear Stearns 2002 - 2004
Education
University of Rhode Island - College of Business Administration 1997 — 2001
BA, Finance
JP Morgan 2008 - July 2009
Bear Stearns 2000 - 2008
Open Systems Technologies 2006 - 2007
Opensite 1999 - 2000
Imonics 1995 - 1997
Carolina Power and Light 1992 - 1995
University of Rochester June 1985 - August 1992
Skills
Program Management, Unix, Risk Management, Trading Systems, C++, Derivatives, Software Design, Java
Education
University of Rochester 1982 — 1989
ConvergEx Group January 2012 - Present
BNY ConvergEx December 2008 - January 2012
Calyon August 2007 - October 2008
Bear Stearns 1996 - 2007
Skills
FINRA, Middle Office, Financial Analysis, Sybase, SDLC, Investments, Fidessa, Financial Markets, Business Analysis, Strategic Planning, Series 63, New Business Development, Project Management, Capital Markets
Education
University of Science and Technology of China 1984 — 1988
Morgan Stanley May 2012 - Present
Merlin Securities April 2011 - February 2012
JP Morgan 2008 - 2011
Bear Stearns 2005 - 2008
National Football League 1999 - 1999
Fox Sports Net 1997 - 1999
Turner Sports 1995 - 1997
Washington Bullets 1995 - 1995
Skills
Hedge Funds, Series 7, Prime Brokerage, Fixed Income, Series 63, Series 24, Series 55, Equities, Client Service, Sales, Commodities, Client Onboarding, Derivatives, Capital Markets, Securities, Commodity, Settlement, Middle Office, Onboarding, Investment Banking, Bloomberg, Financial Services, Financial Markets, Options, Electronic Trading, Trading Systems, Trading
Education
University of Rochester
BA, Economics
William E. Simon School of Business
Management Certificate, Accounting & Finance
Deutsche Bank September 2014 - Present
UBS Securities, LLC October 2012 - April 2014
Morgan Stanley April 2010 - September 2012
Merrill Lynch September 2006 - April 2010
NYFIX August 2003 - August 2006
Renaissance Trading Technologies September 2002 - August 2003
Robertson Stephens April 2000 - September 2002
JP Morgan September 1998 - April 2000
D. E. Shaw & Co. February 1997 - September 1998
Bear Stearns September 1988 - February 1997
Skills
Trading Systems, Electronic Trading, SDLC, Equities, Fixed Income, Trading, Business Analysis, C++, Java, Equity Trading, Leadership, Strategy, Order Management, Market Data, Derivatives, Exchange Connectivity, Management, Low Latency, Integration, Analysis, Operations Management, Project Planning, Project Management, C, Agile Project Management, Linux, Unix, Unix Shell Scripting, JavaScript, Google Apps, Google Webmaster Tools, Google Analytics, Google Adwords, Google Sites, Reference Data, Trading System
Education
University of Rochester 1983 — 1988
BA, Applied Mathematics / Computer Science
J.P. Morgan February 2010 - Present
BizRoots, Inc. 2009 - Present
Colony Capital June 2008 - February 2010
Bear Stearns July 2007 - June 2008
JPMorgan May 2006 - August 2006
TCW January 2006 - May 2006
Deutsche Bank June 2005 - August 2005
Skills
Bloomberg, Investment Banking, Private Equity, Financial Modeling, Mergers & Acquisitions, Business Strategy, Valuation, Equities, Asset Management, Portfolio Management, Corporate Development, Investments, Due Diligence, Capital Markets, Emerging Markets, Strategy, Venture Capital, Corporate Finance, Entrepreneurship, Alternative Investments, Financial Analysis, Business Valuation, Restructuring, Hedge Funds, Leveraged Finance, M&A experience, Structured Finance, Financial Structuring, Acquisitions, Equity Research, Investor Relations
Education
University of Southern California 2003 — 2007
B.S. in B.A., Finance, Entrepreneurship
University of Southern California - Marshall School of Business 2003 — 2007
Woodbridge High School
Bloomberg August 2009 - Present
Bear Stearns December 2005 - October 2007
Bear Stearns March 2001 - December 2005
Bear Stearns July 1998 - March 2001
Education
University of Scranton 1991 — 1995
JP Morgan Chase March 2008 - Present
JPMorgan Chase March 2008 - June 2010
Bear Stearns April 2007 - March 2008
Fair Isaac 2000 - 2007
Seurat Company 1999 - 2000
Skills
Business Process Design, Business Rules, Solution Architecture, Blaze Advisor, Pegasystems PRPC, Business Process..., Business Process, Application Architecture, Web Services, Siebel, J2EE Application..., Drools, JBPM, ALBPM, Technical Leadership, Training, WebSphere Application..., BRMS, SOA, MISMO, Enterprise Architecture, Software Project..., Agile Methodologies, SDLC, Requirements Analysis, Business Intelligence, Business Process..., Integration, Data Modeling, Architecture, Requirements Gathering, Business Analysis, Software Development, Java Enterprise Edition, Business Requirements, Data Warehousing, Weblogic, Oracle, SOAP, Architectures, PL/SQL, ETL, Websphere, IT Strategy, Tomcat, Scrum, Unix, JMS, Project Management
Education
University of South Carolina-Columbia 1997 — 1999
Master's degree, Computer Engineering
JPMorgan Chase 2007 - Present
Bear Stearns 2007 - 2008
Citadel Investment Group 2004 - 2007
Skills
Data Analysis, Quantitative Finance, Quantitative Investing, Statistical Modeling, Equities, Portfolio Management, Quantitative Analytics
Education
University of Chicago
PhD
University of Science and Technology of China
BS
Columbia Threadneedle Investments, US June 2008 - Present
RiverSource Investments 2008 - November 2010
Merrill Lynch 2004 - 2008
Shawmut National Corporation 1990 - 1996
Midland Bank 1988 - 1990
Bear Stearns 1987 - 1988
Skills
Series 63, Mutual Funds, Fixed Income, Series 7, Securities, Portfolio Management, Asset Allocation, Alternative Investments, Credit, Asset Management, Loans, Equities, Investment Strategies
Education
University of Richmond - Robins School of Business 1983 — 1987
B.S., Finance
PricewaterhouseCoopers April 2004 - Present
Bear Stearns 2000 - 2004
VP Finance and Chief Actuary 1983 - 2000
TIAA-CREF 1983 - 2000
Skills
Actuarial Science, Capital Markets, Life Settlements, Long Term Care Insurance, Enterprise Risk..., Solvency II, Economic Capital, Valuation, Financial Modeling, ALM, Financial Reporting, Financial Risk, Reinsurance, Risk Management, Due Diligence, Mergers & Acquisitions, Life Insurance, Variable Annuities, Captives, Statutory Accounting, Actuarial Consulting, Rehabilitation
Education
University of Rhode Island 1981 — 1983
B.S>, Mathematics
University of Rhode Island 1979 — 1983
Bachelor's degree, Mathematics
MetLife June 2003 - Present
Raymond James 2001 - 2003
Bear Stearns 1999 - 2001
Salomon Brothers 1996 - 1999
DeBartolo Properties Management 1993 - 1995
Skills
Crystal Reports, Business Analysis, Application Development, SQL Server, SDLC, Visio, MS Project, Requirements Gathering, Requirements Analysis, Project Planning, Software Project..., SharePoint, User Acceptance Testing, Systems Analysis, Access, Documentation, Visual Basic, ETL, Budgeting, Forecasting
Education
University of South Florida - College of Business Administration 1987 — 1994
Associate of Arts (A.A.), Accounting and Management Information Systems
JP Morgan Chase 2008 - Present
Bear Stearns July 2006 - September 2008
JRI America, Inc./Sumitomo Mitsui Banking Corporation 2003 - 2006
Mizuho Corporate Bank 1999 - 2002
Skills
Business Analysis, SDLC, Risk Management, Vendor Management, Program Management, Investment Banking, Fixed Income, Equities, Management, Trading Systems
Education
Trinitas School of Nursing 2009 — 2011
Registered Nurse, Nursing
University of Scranton 1994 — 1998
Bear Stearns Managing DirectorBear Stearns1994 - 2008
Bear Stearns 1994 - 2008
Education
University of Scranton 1990 — 1994
B.A
J.P. Morgan August 2008 - Present
Bear Stearns March 2002 - August 2008
Bear, Stearns & Co Inc 2002 - 2008
Skills
Trading, Fixed Income, Public Finance, Hedge Funds, Equities, Capital Markets, Series 7, Bloomberg, Investment Banking, Series 63, Investments, Valuation, Portfolio Management, Securities, Bonds, Derivatives, Financial Modeling, Mutual Funds, Financial Analysis, Municipalities, Due Diligence, Fixed Income Analysis, Marketing Strategy
Education
University of Richmond 1996 — 2000
BSBA, Finance and International Business
Holmdel High School 1992 — 1996
Citigroup January 2007 - Present
Salomon Brothers / Citigroup 1996 - Present
Citi Group January 2003 - January 2007
Citi Group May 2001 - January 2003
Bear Stearns September 1998 - March 2001
Salomon Brothers 1994 - 1997
Education
University of South Florida 1988 — 1994
BS, VLSI
Independent Contractor - Events Industry June 2009 - Present
Destination Concepts, Inc January 2005 - May 2009
Woodberry Events, Inc. 2004 - 2005
Bear Stearns 2000 - 2004
Skills
Corporate Events
Education
University of San Diego
Communications
eBay Enterprise / True Action March 2012 - August 2015
LiquidHub November 2005 - March 2012
e-brilliance July 2005 - December 2006
MortgageRamp January 2004 - June 2005
Xcira, Inc. formerly Auction Management Solutions June 2001 - February 2002
Bear Stearns October 1998 - March 2001
Skills
SDLC, Software Quality..., Agile Methodologies, User Acceptance Testing, Business Analysis, Test Planning, Quality Assurance, Testing, Databases
Education
University of South Florida
Bachelor of Arts, Sociology
Bear Stearns February 1988 - December 2008
Bear Stearns Asset Management 1988 - 2008
Skills
Fixed Income, Equities
Education
University of Santo Tomas 1964 — 1968
BSC, Accounting
Royal Bank of Canada June 2015 - Present
Royal Bank of Scotland July 2009 - June 2015
Sorin Capital August 2008 - June 2009
Bear Stearns 1994 - 2008
Bear Stearns 1994 - 2008
Bear, Stearns & Co. Inc. and Bear, Stearns Securities Corp. 1994 - 2008
Skills
Fixed Income, Hedge Funds, Credit Derivatives, Structured Products, ABS, Prime Brokerage, Derivatives, Equities, Trading, Middle Office, Finance, Capital Markets, Structured Finance, Swaps, Investment Banking, Funding, Bloomberg, Alternative Investments, Securities, Bonds
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance
University of Rochester 1988 — 1992
Bachelor of Science (B.S.), Economics/Finance
MGA Entertainment January 2015 - Present
MGA Entertainment August 2012 - January 2015
MGA Entertainment July 2010 - August 2012
Green Techniques Inc. August 2008 - July 2010
Bear Stearns May 2007 - August 2007
CIS January 2006 - May 2007
Skills
Sales, E-commerce, Sales Management, Marketing Strategy, Digital Media, Product Marketing, Brand Management, Digital Marketing, Marketing, Social Media Marketing, Market Research, Entertainment, Toys, Online Marketing, Management
Education
University of Southern California - Marshall School of Business 2010 — 2013
Master of Business Administration (M.B.A.), Business
University of Southern California 2005 — 2008
Bachelor's Degree, Business Administration
YULA
Maxim Group 2012 - Present
Collins Stewart 2008 - 2012
Oppenheimer & Co. 2005 - 2008
Legg Mason 2003 - 2005
Citigroup Asset Management; Davis Skaggs 2000 - 2003
Bear Stearns 1997 - 2000
Skills
Series 7, series 9, Series 10, Series 24, Series 55, Series 63
Education
University of San Francisco 1993 — 1996
Bachelor of Science (BS), Finance and Financial Management Services
Campolindo Highschool 1986 — 1990
Cumming Harvest April 2014 - Present
YMCA 2006 - Present
Appen Media Group September 2014 - January 2015
Career Solutions April 2008 - May 2009
Etrade Financial September 2006 - March 2008
Citibank June 2000 - October 2001
Bear Stearns May 1998 - May 2000
Salomon Brothers August 1992 - April 1998
Education
University of South Florida 1990 — 1992
BA, Psychology
TriPost Capital Partners, LLC April 2014 - Present
Madison International Realty November 2010 - April 2014
Tishman Speyer February 2002 - July 2010
Bear Stearns March 2001 - February 2002
The Weitzman Group, Inc. January 2000 - March 2001
Skills
Due Diligence, Asset Management, Investments, Valuation, Real Estate, Portfolio Management, Commercial Real Estate, Investment Properties, Disposition, Equities, Structured Finance, Business Development, Loans, Management
Education
University of Richmond 1995 — 1999
Bachelor of Science, Business, French
Hopewell Valley 1991 — 1995
Santander Holdings USA June 2014 - Present
Guggenheim Partners March 2013 - June 2014
Deutsche Bank March 2009 - December 2012
Merrill Lynch June 2005 - March 2009
Bear Stearns June 2004 - June 2005
Stern Stewart & Co. June 2001 - June 2004
Progressive Strategies January 1998 - June 1999
Mercer Management Consulting January 1996 - January 1998
Skills
M&A experience, Acquisitions, Mergers, Investment Banking, Corporate Finance, IPO, Equity Capital Markets, Capital Markets, Private Equity, Regional Banks, Corporate Advisory, Consulting, Finance, Investments, Balance Sheet Review, Building Relationships, Idea Generation, Business Analytics, Financial Analysis, Valuation, Strategic Planning, Business Strategy, Mergers & Acquisitions, Equities, Financial Modeling, Hedge Funds, Equity Research, Investor Relations, Financial Services, Financial Advisory, Funding, Banking, Strategic Financial..., Executive Management, Strategy, Credit, Equity Valuation, Treasury Management, Capital Structure, Business Valuation, Securities, Private Placements, Due Diligence, Corporate Development, Financial Institutions, Fixed Income, Treasury, Credit Risk, Corporate Governance, ALM
Education
1999 — 2001
MBA, Finance
University of Vermont 1990 — 1994
BS, Business
Simsbury High Shcool 1988 — 1990
Dulaney High School 1986 — 1988
Deutsche Bank May 2008 - Present
Bear Stearns August 2006 - May 2008
Goldman Sachs June 2003 - August 2006
Education
University of Rochester - Simon Business School 2000 — 2003
MBA
University of Rochester 1992 — 1996
BA, Economics, Spanish
ConvergEx Group November 2014 - Present
Knight Capital Group/KCG March 2004 - September 2014
First New York Securities 2003 - 2004
Citigroup 1992 - 2003
Bear Stearns 1991 - 1992
Skills
Equity Trading, Electronic Trading, Proprietary Trading, Series 7, Series 63, Series 55, Series 24, international trading, Trading Systems, FINRA, International Trade, Trading, Hedge Funds, Fixed Income, Capital Markets, Options, Equities, Bloomberg, Securities, Financial Markets, Investments
Education
University of Rhode Island
Bachelor of Arts (B.A.), Economics & Finance
JPMorgan Chase May 2001 - Present
Bear Stearns April 1999 - May 2001
Watkins Motor Lines / LandSpan (a.k.a. Watkins FedEx after 2006) 1990 - 1998
Skills
Requirements Analysis, Endeavor, Software Design, Systems Analysis, Visio, COBOL, SDLC, z/OS, Requirements Gathering, IBM Mainframe, CICS, Software Development, Xpediter, MVS, DB2, Software Project..., TSO, Process Improvement, JCL, SQL, Business Analysis, Fileaid, Thinking Outside The Box, Superior Computer Skills, Outstanding..., Friendly Personality
Education
University of South Florida 1980 — 1985
ETK, Computer Programming
J.P. Morgan 2008 - Present
Bear Stearns 1999 - 2008
Education
University of Scranton 1995 — 1999
Macquarie Group November 2011 - Present
Citi June 2008 - October 2011
Bear Stearns 2002 - 2008
Citi September 1999 - April 2001
Refco April 1997 - September 1999
Skills
Equities, Financial Modeling, Capital Markets, Investment Banking, Derivatives, Valuation, Fixed Income, Portfolio Management, Corporate Finance, Bloomberg, Investments, Hedge Funds, Equity Research, Financial Analysis, Alternative Investments, Trading
Education
University of Scranton 1992 — 1996
Bachelor of Science (BS), Finance, General
St. Joseph's High School - Metuchen 1988 — 1992
JPMorgan March 2010 - March 2014
Bear Stearns May 2000 - March 2010
Citi January 1998 - May 2000
Salomon Brothers June 1995 - January 1998
United States Marine Corps July 1978 - July 1982
Skills
Financial Services, Equities, Fixed Income, Investment Banking, Trading, Trading Systems, Anti Money Laundering, Mutual Funds, Customer Service, Electronic Trading, Management, Options, Derivatives, Microsoft Office, Back Office, Prime Brokerage, Broker-Dealer, Asset Management, Technical Support, Bloomberg, Registered Investment..., KYC, Leadership, AML, Microsoft Excel, Microsoft Word, OFAC, Settlement, Salesforce.com, Bank Secrecy Act, USA PATRIOT Act, Global Custody, Quality Assurance, Market Data, Foreign Exchange, IBM AS/400, Training, Financial Analysis, Research, Operations Management
Education
University of South Florida
Bachelor of Arts (BA), Finance, General
Hillsborough Community College
Associate of Science (A.S.), Fire Prevention and Safety Technology/Technician
Janney Montgomery Scott LLC January 2015 - Present
J.P. Morgan June 2005 - June 2008
Bear Stearns June 1999 - June 2001
Bear Stearns Trading oporations June 1994 - June 1998
Skills
Bloomberg, Capital Markets, Equities, Hedge Funds, Fixed Income, Series 63, Series 55, Series 7, Investments, Securities, Alternative Investments, Trading Systems
Education
University of Scranton
Bachelor's degree, Business Administration and Management, General