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
Leslie Arenas-McMillan Leslie Arenas-McMillan's Bear Stearns Experience June 1994 - June 2008
Job Executive Assistant Piper Jaffray
Industry Investment Banking
Experience
Piper Jaffray & Co. June 2008 - Present
Bear Stearns June 1994 - June 2008
Skills
Series 7, Fixed Income, Equities, Trading, Investments, Investment Banking, Bloomberg, Hedge Funds, Series 63, Capital Markets, Securities, Asset Management, Derivatives, Valuation, Portfolio Management, Bonds
Education
Borough of Manhattan Community College 1999 — 2002
AD, Business Admin.
Piper Jaffray & Co. June 2008 - Present
Bear Stearns June 1994 - June 2008
Skills
Series 7, Fixed Income, Equities, Trading, Investments, Investment Banking, Bloomberg, Hedge Funds, Series 63, Capital Markets, Securities, Asset Management, Derivatives, Valuation, Portfolio Management, Bonds
Education
Borough of Manhattan Community College 1999 — 2002
AD, Business Admin.
Brian Kan Brian Kan's Bear Stearns Experience 2004 - 2008
Job Investment Analyst at IHG InterContinental Hotels Group
Industry Financial Services
Experience
IHG - InterContinental Hotels Group October 2014 - Present
The Aspire Group Inc January 2011 - October 2014
Bear Stearns 2004 - 2008
Millennium Un Plaza Hotel 2000 - 2000
Millennium Un Plaza Hotel 2000 - 2000
Millennium Un Plaza Hotel 2000 - 2000
Millennium Un Plaza Hotel 2000 - 2000
Skills
Financial Analysis, Analytics, Microsoft Excel, Customer Service, Sales, PowerPoint, Microsoft Office, Marketing, Leadership, Strategic Planning, Microsoft Word, Management, Public Speaking, Account Management, Analysis, Budgets, Access, Marketing Strategy, Business Development, Financial Modeling, Market Research, Valuation, Organizational Support
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
MBA, Business Analytics
Boston University 1997 — 2001
Hospitality Administration, Management
IHG - InterContinental Hotels Group October 2014 - Present
The Aspire Group Inc January 2011 - October 2014
Bear Stearns 2004 - 2008
Millennium Un Plaza Hotel 2000 - 2000
Millennium Un Plaza Hotel 2000 - 2000
Millennium Un Plaza Hotel 2000 - 2000
Millennium Un Plaza Hotel 2000 - 2000
Skills
Financial Analysis, Analytics, Microsoft Excel, Customer Service, Sales, PowerPoint, Microsoft Office, Marketing, Leadership, Strategic Planning, Microsoft Word, Management, Public Speaking, Account Management, Analysis, Budgets, Access, Marketing Strategy, Business Development, Financial Modeling, Market Research, Valuation, Organizational Support
Education
Georgia State University - J. Mack Robinson College of Business 2010 — 2011
MBA, Business Analytics
Boston University 1997 — 2001
Hospitality Administration, Management
Santiago Caraballo Santiago Caraballo's Bear Stearns Experience November 2004 - September 2006
Job Sr. Vice President/Sr. Client Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America November 2008 - August 2012
Sumitomo Mitsui Banking Corporation September 2008 - November 2008
Bear, Stearns & Co. Inc. September 2006 - August 2008
Bear Stearns November 2004 - September 2006
JP Morgan May 2003 - November 2004
Chase Manhattan Bank August 2001 - May 2003
Chase Manhattan Bank August 2000 - August 2001
Skills
Relationship Management, Portfolio Management, Credit Risk, Credit Analysis, Corporate Finance, Financial Modeling, Capital Markets, Loans, Financial Risk
Education
Boston University - School of Management 1997 — 2000
Bachelor of Science (B.S.)
Choate Rosemary Hall 1991 — 1995
Bank of America November 2008 - August 2012
Sumitomo Mitsui Banking Corporation September 2008 - November 2008
Bear, Stearns & Co. Inc. September 2006 - August 2008
Bear Stearns November 2004 - September 2006
JP Morgan May 2003 - November 2004
Chase Manhattan Bank August 2001 - May 2003
Chase Manhattan Bank August 2000 - August 2001
Skills
Relationship Management, Portfolio Management, Credit Risk, Credit Analysis, Corporate Finance, Financial Modeling, Capital Markets, Loans, Financial Risk
Education
Boston University - School of Management 1997 — 2000
Bachelor of Science (B.S.)
Choate Rosemary Hall 1991 — 1995
Maia Tina Kuang Maia Tina Kuang's Bear Stearns Experience June 2006 - July 2007
Job Financial Services
Industry Financial Services
Experience
First Republic Bank July 2014 - Present
State Street April 2008 - August 2012
Bear Stearns June 2006 - July 2007
Citizens Bank December 2001 - June 2006
Skills
Bloomberg, Fixed Income, Analytics, Financial Services, Equities, Mutual Funds, Investments, Financial Analysis, Securities, Financial Reporting, Business Process..., Procedure Development, Data Management, Asset Management
Education
University of Massachusetts, Amherst 1996 — 2000
BA, Psychology
Boston Latin School 1992 — 1996
High School
First Republic Bank July 2014 - Present
State Street April 2008 - August 2012
Bear Stearns June 2006 - July 2007
Citizens Bank December 2001 - June 2006
Skills
Bloomberg, Fixed Income, Analytics, Financial Services, Equities, Mutual Funds, Investments, Financial Analysis, Securities, Financial Reporting, Business Process..., Procedure Development, Data Management, Asset Management
Education
University of Massachusetts, Amherst 1996 — 2000
BA, Psychology
Boston Latin School 1992 — 1996
High School
Rajesh (Raj) Mahajan Rajesh (Raj) Mahajan's Bear Stearns Experience 2002 - 2004
Job Managing Partner at Basswood Capital
Industry Venture Capital & Private Equity
Experience
Basswood Capital May 2014 - Present
Duff & Phelps October 2011 - May 2014
USC Marshall School of Business January 2011 - May 2011
USC Marshall School of Business August 2009 - May 2011
Cisco Systems June 2010 - August 2010
Redbox Telecom/ Analysys Mason October 2008 - March 2009
The Wave Equity Partners September 2007 - October 2008
Houlihan Lokey 2004 - 2006
Bear Stearns 2002 - 2004
Skills
Investment Banking, Financial Analysis, Consulting, Valuation, Strategy, Private Equity, Financial Modeling, Mergers & Acquisitions, Telecommunications, Investments, Debt Restructuring, Subordinated Debt, Senior Debt, Transaction Experience, Distressed M&A, M&A Modeling, SOTP, Precedent Transactions, Comparable Analysis, DCF Valuation, Special Situations, Business Strategy, Business Valuation, Asset Management, Due Diligence, Corporate Finance, Finance, Management, Venture Capital, mergers and acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Strategy, Finance, Entrepreneurship
Boston University Questrom School of Business 2000 — 2002
Business Administration, Finance, Operations Management
Palos Verdes Peninsula High School 1994 — 1998
Basswood Capital May 2014 - Present
Duff & Phelps October 2011 - May 2014
USC Marshall School of Business January 2011 - May 2011
USC Marshall School of Business August 2009 - May 2011
Cisco Systems June 2010 - August 2010
Redbox Telecom/ Analysys Mason October 2008 - March 2009
The Wave Equity Partners September 2007 - October 2008
Houlihan Lokey 2004 - 2006
Bear Stearns 2002 - 2004
Skills
Investment Banking, Financial Analysis, Consulting, Valuation, Strategy, Private Equity, Financial Modeling, Mergers & Acquisitions, Telecommunications, Investments, Debt Restructuring, Subordinated Debt, Senior Debt, Transaction Experience, Distressed M&A, M&A Modeling, SOTP, Precedent Transactions, Comparable Analysis, DCF Valuation, Special Situations, Business Strategy, Business Valuation, Asset Management, Due Diligence, Corporate Finance, Finance, Management, Venture Capital, mergers and acquisitions
Education
University of Southern California - Marshall School of Business 2009 — 2011
MBA, Strategy, Finance, Entrepreneurship
Boston University Questrom School of Business 2000 — 2002
Business Administration, Finance, Operations Management
Palos Verdes Peninsula High School 1994 — 1998
Josue Oreus's Bear Stearns Experience 1998 - 2001
Job French Teacher at Everett Public Schools
Industry Education Management
Experience
Everett Public Schools 2011 - Present
EHS 2008 - 2011
US Army April 2003 - April 2007
Palm Beach Community College January 2003 - April 2003
Bear, Stearns 1998 - 2001
Skills
French, Teaching, Curriculum Design, Foreign Languages, Research, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Nonprofits, English, Higher Education, Social Media, Customer Service, Event Planning
Education
Boston College 2009 — 2013
Master of Education (MEd), French Language Teacher Education, 5-12
MTSU 2007 — 2007
Bachelor of Science (B.S.), Political Science and Government; International Relations; French
Florida Atlantic University 1998 — 2003
Bachelor of Arts (B.A.), Criminal Justice and Sociology
Everett Public Schools 2011 - Present
EHS 2008 - 2011
US Army April 2003 - April 2007
Palm Beach Community College January 2003 - April 2003
Bear, Stearns 1998 - 2001
Skills
French, Teaching, Curriculum Design, Foreign Languages, Research, Public Speaking, Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Nonprofits, English, Higher Education, Social Media, Customer Service, Event Planning
Education
Boston College 2009 — 2013
Master of Education (MEd), French Language Teacher Education, 5-12
MTSU 2007 — 2007
Bachelor of Science (B.S.), Political Science and Government; International Relations; French
Florida Atlantic University 1998 — 2003
Bachelor of Arts (B.A.), Criminal Justice and Sociology
Harvey Potter Harvey Potter's Bear Stearns Experience 2001 - 2008
Job Executive Director Morgan Stanley
Industry Financial Services
Experience
Friends of Yemin Orde June 2013 - Present
Morgan Stanley April 2013 - Present
Bank of America Merrill Lynch July 2010 - April 2013
Royal Bank of Scotland 2008 - 2010
Bear Stearns 2001 - 2008
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA), Finance, General
Brandeis University 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
Friends of Yemin Orde June 2013 - Present
Morgan Stanley April 2013 - Present
Bank of America Merrill Lynch July 2010 - April 2013
Royal Bank of Scotland 2008 - 2010
Bear Stearns 2001 - 2008
Education
University of Rochester - William E. Simon Graduate School of Business Administration 1999 — 2001
Master of Business Administration (MBA), Finance, General
Brandeis University 1991 — 1995
Bachelor of Arts (B.A.), Political Science and Government
J. Gary Walsh's Bear Stearns Experience May 2005 - 2007
Job Financial Advisor at Byrne Financial Freedom, LLC
Industry Investment Management
Experience
Byrne Financial Freedom, LLC 2007 - Present
Bear Stearns May 2005 - 2007
Wachovia Securities, LLC 2003 - 2005
Prudential Securities 2000 - 2003
Skills
Alternative Investments
Education
Boston University
BS, Finance/Accounting
Byrne Financial Freedom, LLC 2007 - Present
Bear Stearns May 2005 - 2007
Wachovia Securities, LLC 2003 - 2005
Prudential Securities 2000 - 2003
Skills
Alternative Investments
Education
Boston University
BS, Finance/Accounting
Mark McHugh Mark McHugh's Bear Stearns Experience September 1987 - February 1991
Job Managing Director Deutsche Bank (Alex. Brown)
Industry Financial Services
Experience
Deutsche Bank February 1991 - Present
Citi Performing Arts Center May 2014 - Present
CommonAngels Ventures September 2014 - Present
Citi Performing Arts Center May 2011 - May 2014
Alex. Brown & Sons 1991 - December 1997
Bear Stearns September 1987 - February 1991
Procter & Gamble May 1984 - September 1987
Skills
Management, Investments, Equities, Asset Management, Portfolio Management, Hedge Funds, Capital Markets, Mergers & Acquisitions, Strategy, Private Equity
Education
Boston College 1980 — 1984
BA
Fairfield Prep 1976 — 1980
University of Pennsylvania - The Wharton School
SIA
Deutsche Bank February 1991 - Present
Citi Performing Arts Center May 2014 - Present
CommonAngels Ventures September 2014 - Present
Citi Performing Arts Center May 2011 - May 2014
Alex. Brown & Sons 1991 - December 1997
Bear Stearns September 1987 - February 1991
Procter & Gamble May 1984 - September 1987
Skills
Management, Investments, Equities, Asset Management, Portfolio Management, Hedge Funds, Capital Markets, Mergers & Acquisitions, Strategy, Private Equity
Education
Boston College 1980 — 1984
BA
Fairfield Prep 1976 — 1980
University of Pennsylvania - The Wharton School
SIA
Jeff Katz's Bear Stearns Experience June 2002 - August 2002
Job Director, Mobile Business Development at AOL
Industry Internet
Experience
AOL / Verizon August 2014 - Present
AOL October 2012 - July 2014
PulsePoint September 2011 - August 2012
Consultant January 2005 - 2012
Datran Media Aperture Audience January 2009 - September 2011
Enliven Marketing Technologies Unicast Viewpoint December 2003 - December 2008
Unicast December 2003 - December 2008
Technology Management Group June 2003 - August 2003
Bear Stearns June 2002 - August 2002
Miramax June 2001 - August 2001
Skills
Strategic Partnerships, Digital Marketing, Digital Media, Online Advertising, Web Analytics, SEM, Email Marketing, Mobile Marketing, Digital Strategy, SEO, Business Strategy, Entrepreneurship, Social Media, New Business Development, Strategic Planning, Business Development, Marketing Strategy, Social Media Marketing, PPC, Online Marketing, Mobile Advertising, Multi-channel Marketing, Start-ups, Interactive Marketing, Behavioral Targeting, Corporate Development, E-commerce, Interactive Strategy, Mobile Applications, Audience Measurement, Salesforce.com, Product Innovation, Media Buying, Incubation, Business Plan..., Facebook Marketing, Strategy Development, Internet Strategy, Competitive Analysis, New Product Ideas, Facebook Advertising, Media Planning, Market Development, Startup Consulting, Business Advisory, Conversion Optimization, Website Monetization, native advertising, Mobile Devices, Mobile Games
Education
Brandeis 2000 — 2003
BA, Economics and International Business
HAFTR 1995 — 1999
NSHA 1985 — 1994
AOL / Verizon August 2014 - Present
AOL October 2012 - July 2014
PulsePoint September 2011 - August 2012
Consultant January 2005 - 2012
Datran Media Aperture Audience January 2009 - September 2011
Enliven Marketing Technologies Unicast Viewpoint December 2003 - December 2008
Unicast December 2003 - December 2008
Technology Management Group June 2003 - August 2003
Bear Stearns June 2002 - August 2002
Miramax June 2001 - August 2001
Skills
Strategic Partnerships, Digital Marketing, Digital Media, Online Advertising, Web Analytics, SEM, Email Marketing, Mobile Marketing, Digital Strategy, SEO, Business Strategy, Entrepreneurship, Social Media, New Business Development, Strategic Planning, Business Development, Marketing Strategy, Social Media Marketing, PPC, Online Marketing, Mobile Advertising, Multi-channel Marketing, Start-ups, Interactive Marketing, Behavioral Targeting, Corporate Development, E-commerce, Interactive Strategy, Mobile Applications, Audience Measurement, Salesforce.com, Product Innovation, Media Buying, Incubation, Business Plan..., Facebook Marketing, Strategy Development, Internet Strategy, Competitive Analysis, New Product Ideas, Facebook Advertising, Media Planning, Market Development, Startup Consulting, Business Advisory, Conversion Optimization, Website Monetization, native advertising, Mobile Devices, Mobile Games
Education
Brandeis 2000 — 2003
BA, Economics and International Business
HAFTR 1995 — 1999
NSHA 1985 — 1994
David Lazowski's Bear Stearns Experience 1995 - 2000
Job Branch Manager and Home Mortgage Loan Specialist at Fairway Independent Mortgage Corporation
Industry Real Estate
Experience
Fairway Independent Mortgage Corporation January 2008 - Present
Fairway Independent Mortgage Corporation 2008 - 2010
Sherwood Mortgage Group Inc. July 2006 - 2007
Palm Street Capital 2003 - 2005
Moors & Cabot January 2001 - April 2002
Lehman Brothers June 2000 - October 2001
Oppenheimer & Co. December 1995 - January 2000
Oppenheimer 1995 - 2000
Oppenheimer 1995 - 2000
bear stearns 1995 - 2000
Skills
Residential Mortgages, Mortgage Lending, Loans, Mortgage Banking, Refinance, FHA, Investment Properties, Sales Presentations, Real Estate, FHA financing, Customer Retention, Loan Origination, VA loans, First Time Home Buyers, Sales, Investments, Investors, Residential Homes
Education
Boston University - School of Management 1984 — 1988
Bachelor of Science (BS), Finance, General
Bloomfield High School 1980 — 1984
Graduated
Fairway Independent Mortgage Corporation January 2008 - Present
Fairway Independent Mortgage Corporation 2008 - 2010
Sherwood Mortgage Group Inc. July 2006 - 2007
Palm Street Capital 2003 - 2005
Moors & Cabot January 2001 - April 2002
Lehman Brothers June 2000 - October 2001
Oppenheimer & Co. December 1995 - January 2000
Oppenheimer 1995 - 2000
Oppenheimer 1995 - 2000
bear stearns 1995 - 2000
Skills
Residential Mortgages, Mortgage Lending, Loans, Mortgage Banking, Refinance, FHA, Investment Properties, Sales Presentations, Real Estate, FHA financing, Customer Retention, Loan Origination, VA loans, First Time Home Buyers, Sales, Investments, Investors, Residential Homes
Education
Boston University - School of Management 1984 — 1988
Bachelor of Science (BS), Finance, General
Bloomfield High School 1980 — 1984
Graduated
Patty Curran's Bear Stearns Experience 1993 - 1998
Job Curran Investment Counsel
Industry Banking
Experience
TD Corsair Financial August 2010 - May 2014
Citizens Inverstments Inc. August 2005 - August 2010
Fidelity Investments 1998 - 2004
Bear Stearns 1993 - 1998
Bear Stearns 1991 - 1993
Bear Stearns 1991 - 1993
Skills
Finance, Mutual Funds, Series 7, Financial Services, Series 63, Wealth Management, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Retirement, Securities
Education
Boston College 1985 — 1989
Batchelor of Arts and Science, Major: Communication Minor:English
Matignon High School
Matignon High School
TD Corsair Financial August 2010 - May 2014
Citizens Inverstments Inc. August 2005 - August 2010
Fidelity Investments 1998 - 2004
Bear Stearns 1993 - 1998
Bear Stearns 1991 - 1993
Bear Stearns 1991 - 1993
Skills
Finance, Mutual Funds, Series 7, Financial Services, Series 63, Wealth Management, Investments, Retirement Planning, Asset Allocation, Portfolio Management, Retirement, Securities
Education
Boston College 1985 — 1989
Batchelor of Arts and Science, Major: Communication Minor:English
Matignon High School
Matignon High School
Todd Lusk, CAIA Todd Lusk, CAIA's Bear Stearns Experience September 2005 - June 2008
Job Director at Rocaton Investment Advisors
Industry Financial Services
Experience
Rocaton Investment Advisors November 2013 - Present
JP Morgan June 2008 - March 2011
Bear Stearns September 2005 - June 2008
Neuberger Berman November 2004 - September 2005
Goldman Sachs January 2000 - August 2002
Skills
Hedge Funds, Prime Brokerage, Securities, Equities, Alternative Investments, Financial Services, Leadership, Microsoft Excel, Business Analysis, CRM, Management, Fixed Income, Relationship Management, Bloomberg, Investment Banking, Client Service, Derivatives, Options, Middle Office, Client Services, Excel, Relationship Development, Client Relationship..., People Management, Operations, Project Delivery, Operational Due...
Education
Jones Graduate School of Business, Rice University 2002 — 2004
MBA, Finance
Boston College 1993 — 1997
BA, Economics
Rocaton Investment Advisors November 2013 - Present
JP Morgan June 2008 - March 2011
Bear Stearns September 2005 - June 2008
Neuberger Berman November 2004 - September 2005
Goldman Sachs January 2000 - August 2002
Skills
Hedge Funds, Prime Brokerage, Securities, Equities, Alternative Investments, Financial Services, Leadership, Microsoft Excel, Business Analysis, CRM, Management, Fixed Income, Relationship Management, Bloomberg, Investment Banking, Client Service, Derivatives, Options, Middle Office, Client Services, Excel, Relationship Development, Client Relationship..., People Management, Operations, Project Delivery, Operational Due...
Education
Jones Graduate School of Business, Rice University 2002 — 2004
MBA, Finance
Boston College 1993 — 1997
BA, Economics
Stephen R. Barbera's Bear Stearns Experience September 1989 - April 1990
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Financial Services Inc. January 2007 - Present
Smith Barney August 2000 - January 2007
Trinchero Family Estates June 1993 - August 2000
E & J Gallo Winery December 1990 - June 1993
Bear Stearns September 1989 - April 1990
Education
Boston College 1986 — 1990
BS, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1990
BS - FInance
Iona Preparatory High School 1982 — 1986
UBS Financial Services Inc. January 2007 - Present
Smith Barney August 2000 - January 2007
Trinchero Family Estates June 1993 - August 2000
E & J Gallo Winery December 1990 - June 1993
Bear Stearns September 1989 - April 1990
Education
Boston College 1986 — 1990
BS, Finance
Boston College - Wallace E. Carroll Graduate School of Management 1986 — 1990
BS - FInance
Iona Preparatory High School 1982 — 1986
Jennifer J. Cole, CFA, MBA, CFP® Jennifer J. Cole, CFA, MBA, CFP®'s Bear Stearns Experience 1991 - 1996
Job Advisor ~ Planner ~ Advocate, Cole Financial Consulting, LLC
Industry Financial Services
Experience
Cole Financial Consulting, LLC 2009 - Present
First Union Capital Markets 1997 - 2000
Salomon Brothers, Inc. 1996 - 1997
Bear Stearns 1991 - 1996
A.G. Edwards & Sons, Inc. 1988 - 1991
Goldome Capital Investments, Inc. 1986 - 1988
Merrill Lynch 1981 - 1986
Education
Boston University 2008 — 2009
Certificate, Financial Planning
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Colorado State University 1977 — 1981
BS, Finance/Economics
Cole Financial Consulting, LLC 2009 - Present
First Union Capital Markets 1997 - 2000
Salomon Brothers, Inc. 1996 - 1997
Bear Stearns 1991 - 1996
A.G. Edwards & Sons, Inc. 1988 - 1991
Goldome Capital Investments, Inc. 1986 - 1988
Merrill Lynch 1981 - 1986
Education
Boston University 2008 — 2009
Certificate, Financial Planning
New York University - Leonard N. Stern School of Business 1983 — 1986
MBA, Finance
Colorado State University 1977 — 1981
BS, Finance/Economics
Peter Higgins's Bear Stearns Experience November 1993 - April 1999
Job Founder, CVR Portfolio Funds
Industry Investment Management
Experience
CVR Portfolio Funds November 2013 - Present
State Street Bank November 2011 - September 2013
Pulse Trading November 2004 - November 2011
Charles Schwab January 2003 - November 2004
Moore Capital Management January 2001 - February 2002
Thomas Weisel Partners May 1999 - December 2000
Bear Stearns November 1993 - April 1999
Skills
Hedge Funds, Electronic Trading, Series 7, Bloomberg, Equities, Alternative Investments, Securities, Equity Trading, Portfolio Management, Mutual Funds
Education
Boston College 1986 — 1990
BS, Finance
Xaverian Brothers High School
CVR Portfolio Funds November 2013 - Present
State Street Bank November 2011 - September 2013
Pulse Trading November 2004 - November 2011
Charles Schwab January 2003 - November 2004
Moore Capital Management January 2001 - February 2002
Thomas Weisel Partners May 1999 - December 2000
Bear Stearns November 1993 - April 1999
Skills
Hedge Funds, Electronic Trading, Series 7, Bloomberg, Equities, Alternative Investments, Securities, Equity Trading, Portfolio Management, Mutual Funds
Education
Boston College 1986 — 1990
BS, Finance
Xaverian Brothers High School
Marc Galligan Marc Galligan's Bear Stearns Experience March 1996 - August 2008
Job Chief Risk Officer at ZAIS Group, LLC
Industry Investment Management
Experience
ZAIS Group, LLC August 2008 - Present
ZAIS Group, LLC August 2008 - June 2014
Bear Stearns March 1996 - August 2008
The Chase Manhattan Bank February 1990 - September 1995
The First National Bank of Boston June 1980 - February 1990
Skills
Risk Management, Regional Managers, Distressed Debt, Hedge Funds, Alternative Investments, Fixed Income, Structured Finance, Derivatives, ABS, Asset Managment, CDO
Education
Thunderbird School of Global Management 1980 — 1981
mba, finance
Boston College 1973 — 1977
BS, Finance
ZAIS Group, LLC August 2008 - Present
ZAIS Group, LLC August 2008 - June 2014
Bear Stearns March 1996 - August 2008
The Chase Manhattan Bank February 1990 - September 1995
The First National Bank of Boston June 1980 - February 1990
Skills
Risk Management, Regional Managers, Distressed Debt, Hedge Funds, Alternative Investments, Fixed Income, Structured Finance, Derivatives, ABS, Asset Managment, CDO
Education
Thunderbird School of Global Management 1980 — 1981
mba, finance
Boston College 1973 — 1977
BS, Finance
Jim Markland Jim Markland's Bear Stearns Experience August 2005 - October 2007
Job VP Risk Management at AMR Companies LTD
Industry Venture Capital & Private Equity
Experience
AMR Companies LTD July 2015 - Present
Hedge Fund Alternatives December 2009 - Present
BlackLine Resources May 2014 - Present
Signet Group LLC March 2010 - July 2012
The Meridius Group November 2007 - December 2009
Bear Stearns August 2005 - October 2007
Wells Fargo October 2003 - July 2005
JPMorgan Chase December 2003 - October 2004
The Credit Network February 2002 - November 2003
Skills
Specialty Finance..., Business Plan..., Commercial Lending, Commercial Leasing, Financing Alternatives, Senior Life Settlements, SLS, Film Finance, Private Placements, Private Equity, Alternative Investments, Oil/Gas, Alternative Energy, Alternative Fuels, Securities Lending, Strategic Planning, Life Settlements, Business Development, Portfolio Management, Loans, Structured Finance, Investment Banking, Trading, Banking, Investment Strategies, Investments, Mergers & Acquisitions, Management, Venture Capital, Finance, Project Finance, Mutual Funds, Funding, Hedge Funds, Business Strategy, Capital, Due Diligence, New Business Development, Investment Properties, Financial Structuring, Emerging Markets, Investor Relations, Asset Allocation, Asset Management, Financial Advisory, Joint Ventures, Commercial Real Estate, Real Estate, Executive Management, Corporate Development
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Attended
Northeastern University 1984 — 1989
B.S., Political Science
Lyme-Old Lyme Senior High School 1981 — 1984
St. Charles Elementary, Toledo, OH 1972 — 1980
AMR Companies LTD July 2015 - Present
Hedge Fund Alternatives December 2009 - Present
BlackLine Resources May 2014 - Present
Signet Group LLC March 2010 - July 2012
The Meridius Group November 2007 - December 2009
Bear Stearns August 2005 - October 2007
Wells Fargo October 2003 - July 2005
JPMorgan Chase December 2003 - October 2004
The Credit Network February 2002 - November 2003
Skills
Specialty Finance..., Business Plan..., Commercial Lending, Commercial Leasing, Financing Alternatives, Senior Life Settlements, SLS, Film Finance, Private Placements, Private Equity, Alternative Investments, Oil/Gas, Alternative Energy, Alternative Fuels, Securities Lending, Strategic Planning, Life Settlements, Business Development, Portfolio Management, Loans, Structured Finance, Investment Banking, Trading, Banking, Investment Strategies, Investments, Mergers & Acquisitions, Management, Venture Capital, Finance, Project Finance, Mutual Funds, Funding, Hedge Funds, Business Strategy, Capital, Due Diligence, New Business Development, Investment Properties, Financial Structuring, Emerging Markets, Investor Relations, Asset Allocation, Asset Management, Financial Advisory, Joint Ventures, Commercial Real Estate, Real Estate, Executive Management, Corporate Development
Education
Boston University - School of Management 1994 — 1996
Master of Business Administration (M.B.A.), Attended
Northeastern University 1984 — 1989
B.S., Political Science
Lyme-Old Lyme Senior High School 1981 — 1984
St. Charles Elementary, Toledo, OH 1972 — 1980
Jesse Masterson's Bear Stearns Experience May 2007 - December 2007
Job Senior Retirement Plan Consultant
Industry Financial Services
Experience
UBS Financial Services December 2007 - Present
Bear Stearns May 2007 - December 2007
Education
Boston University Questrom School of Business
UBS Financial Services December 2007 - Present
Bear Stearns May 2007 - December 2007
Education
Boston University Questrom School of Business
Shanna Tengshe Shanna Tengshe's Bear Stearns Experience May 2005 - June 2008
Job Vice President at JPMorgan
Industry Financial Services
Experience
JPMorgan June 2008 - August 2014
Bear Stearns May 2005 - June 2008
Skills
Hedge Funds, OTC Clearing, FX Prime Brokerage, Equity Prime Brokerage, Client Onboarding, Team Leadership, Series 7, Alternative Investments, Prime Brokerage, Derivatives, Fixed Income, Capital Markets, Onboarding, Asset Management, Securities, Trading, Bloomberg, Options, Swaps, Investment Banking, Financial Services, Series 63, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, International Business
University of Utah - David Eccles School of Business 1995 — 1999
Bachelor, Finance
JPMorgan June 2008 - August 2014
Bear Stearns May 2005 - June 2008
Skills
Hedge Funds, OTC Clearing, FX Prime Brokerage, Equity Prime Brokerage, Client Onboarding, Team Leadership, Series 7, Alternative Investments, Prime Brokerage, Derivatives, Fixed Income, Capital Markets, Onboarding, Asset Management, Securities, Trading, Bloomberg, Options, Swaps, Investment Banking, Financial Services, Series 63, Equities
Education
Boston College - Wallace E. Carroll Graduate School of Management 2002 — 2004
MBA, International Business
University of Utah - David Eccles School of Business 1995 — 1999
Bachelor, Finance
Geoffrey Platt Geoffrey Platt's Bear Stearns Experience 2004 - 2007
Job Underwriting at Arbor Commercial Mortgage
Industry Real Estate
Experience
Arbor Commercial Mortgage October 2010 - Present
Pomander Associates LLC July 2007 - Present
Bear Stearns 2004 - 2007
Skills
Notary Public, Bloomberg Terminal, Real Estate Development, Real Estate Financing, Real Estate Economics, Argus Modeling, Finance, Structured Finance, Due Diligence, Valuation, Financial Modeling, Real Estate, Asset Management, Commercial Real Estate, Financial Analysis, Investments, Loans, Fixed Income, Real Estate Transactions, Bloomberg, Credit
Education
NYU 2007 — 2009
Masters of Science, Real Estate; Development
Brandeis University 2001 — 2004
Bachelor of Arts, Economics
University of Sydney 2003 — 2003
Hebrew University
Arbor Commercial Mortgage October 2010 - Present
Pomander Associates LLC July 2007 - Present
Bear Stearns 2004 - 2007
Skills
Notary Public, Bloomberg Terminal, Real Estate Development, Real Estate Financing, Real Estate Economics, Argus Modeling, Finance, Structured Finance, Due Diligence, Valuation, Financial Modeling, Real Estate, Asset Management, Commercial Real Estate, Financial Analysis, Investments, Loans, Fixed Income, Real Estate Transactions, Bloomberg, Credit
Education
NYU 2007 — 2009
Masters of Science, Real Estate; Development
Brandeis University 2001 — 2004
Bachelor of Arts, Economics
University of Sydney 2003 — 2003
Hebrew University
Mark Penson's Bear Stearns Experience December 1995 - October 1997
Job Director, Head of The Institutional Client Group, Jacksonville
Industry Financial Services
Experience
Deutsche Bank December 2009 - Present
TD Ameritrade August 2009 - December 2009
Morgan Stanley June 2006 - May 2009
Union Bank of California June 1998 - June 2006
Bear Stearns December 1995 - October 1997
Bear Stearns International Ltd September 1993 - December 1995
Bear Stearns Securities Corp September 1991 - September 1993
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Securities, Financial Services, Investments, Mutual Funds, People Development, Series 7, Settlement, Trading
Education
Boston University 1986 — 1990
BA, International Business and Relations
Deutsche Bank December 2009 - Present
TD Ameritrade August 2009 - December 2009
Morgan Stanley June 2006 - May 2009
Union Bank of California June 1998 - June 2006
Bear Stearns December 1995 - October 1997
Bear Stearns International Ltd September 1993 - December 1995
Bear Stearns Securities Corp September 1991 - September 1993
Skills
Prime Brokerage, Equities, Hedge Funds, Fixed Income, Securities Lending, Securities, Financial Services, Investments, Mutual Funds, People Development, Series 7, Settlement, Trading
Education
Boston University 1986 — 1990
BA, International Business and Relations
pratap thondapu pratap thondapu's Bear Stearns Experience 2000 - 2008
Job Architect at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York April 2011 - Present
Citibank October 2008 - April 2011
Bear Stearns 2000 - 2008
Skills
SDLC, Java Enterprise Edition, SOA, Enterprise Architecture, Business Intelligence, EAI, Cloud Computing, Enterprise Software, Architecture, IT Strategy, Solution Architecture, Big Data, Web Services, Agile Methodologies, Application Architecture, Software Project...
Education
Bowling Green State University
MS, Computer Science
University of Pune
BS, Computer Engineering
Federal Reserve Bank of New York April 2011 - Present
Citibank October 2008 - April 2011
Bear Stearns 2000 - 2008
Skills
SDLC, Java Enterprise Edition, SOA, Enterprise Architecture, Business Intelligence, EAI, Cloud Computing, Enterprise Software, Architecture, IT Strategy, Solution Architecture, Big Data, Web Services, Agile Methodologies, Application Architecture, Software Project...
Education
Bowling Green State University
MS, Computer Science
University of Pune
BS, Computer Engineering
Rohan Phansalkar, CFP®'s Bear Stearns Experience 1996 - 2002
Job
Industry Financial Services
Experience
United States Department of Defense January 2011 - Present
Barclays Wealth September 2008 - January 2011
Lehman Brothers August 2004 - September 2008
Bear Stearns 1996 - 2002
Skills
Portfolio Management, Fixed Income, Equities, Hedge Funds, Investments, Personal Financial..., Structured Products, Hedging, Equity Derivatives, Financial Analysis, Asset Management
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Boston College 1991 — 1995
BA
United States Department of Defense January 2011 - Present
Barclays Wealth September 2008 - January 2011
Lehman Brothers August 2004 - September 2008
Bear Stearns 1996 - 2002
Skills
Portfolio Management, Fixed Income, Equities, Hedge Funds, Investments, Personal Financial..., Structured Products, Hedging, Equity Derivatives, Financial Analysis, Asset Management
Education
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Boston College 1991 — 1995
BA
Nathalie Maio Nathalie Maio's Bear Stearns Experience May 2001 - October 2002
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays April 2010 - Present
Goldman Sachs January 2005 - January 2009
Bear Stearns May 2001 - October 2002
Prudential Securities April 1983 - May 2000
EF Hutton April 1978 - April 1983
Skills
Risk Management, Financial Services, Asset Management, Mutual Funds, Financial Risk, Banking, Investment Advisory, Investment Banking, Insurance, Asset Allocation, Program Management, Investment Management, Policy, Retirement Planning, Securities, Capital Markets, Hedge Funds, FINRA, Equities, AML, Derivatives, Asset Managment, Series 7, Fixed Income
Education
Boston University School of Law
JD
Occidental College
BA, English, Chemistry
Barclays April 2010 - Present
Goldman Sachs January 2005 - January 2009
Bear Stearns May 2001 - October 2002
Prudential Securities April 1983 - May 2000
EF Hutton April 1978 - April 1983
Skills
Risk Management, Financial Services, Asset Management, Mutual Funds, Financial Risk, Banking, Investment Advisory, Investment Banking, Insurance, Asset Allocation, Program Management, Investment Management, Policy, Retirement Planning, Securities, Capital Markets, Hedge Funds, FINRA, Equities, AML, Derivatives, Asset Managment, Series 7, Fixed Income
Education
Boston University School of Law
JD
Occidental College
BA, English, Chemistry
Stephanie Zessos's Bear Stearns Experience 2003 - 2007
Job Development & Special Projects Manager at The Ground Truth Project
Industry Media Production
Experience
The Ground Truth Project August 2015 - Present
Hartford Hospital February 2015 - July 2015
New York City Fire Department November 2009 - January 2015
Bear Stearns 2003 - 2007
Paramount Pictures 1993 - 1998
Skills
Event Planning, Documentaries, Cpr Certified, Policy, Non-profits, Nonprofits, Fundraising, Community Outreach, Event Management, Public Relations, Strategic Communications, Leadership, Editing, Management, Public Speaking, Social Media, Project Management
Education
Boston University
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Kingswood Oxford
The Ground Truth Project August 2015 - Present
Hartford Hospital February 2015 - July 2015
New York City Fire Department November 2009 - January 2015
Bear Stearns 2003 - 2007
Paramount Pictures 1993 - 1998
Skills
Event Planning, Documentaries, Cpr Certified, Policy, Non-profits, Nonprofits, Fundraising, Community Outreach, Event Management, Public Relations, Strategic Communications, Leadership, Editing, Management, Public Speaking, Social Media, Project Management
Education
Boston University
Bachelor of Applied Science (B.A.Sc.), Communication and Media Studies
Kingswood Oxford
Joshua Paul Joshua Paul's Bear Stearns Experience March 1995 - May 1995
Job CFP®, AIF®, Senior Vice President at Bartholomew & Company, Inc.
Industry Investment Management
Experience
Bartholomew & Company, Inc. June 1995 - Present
Bear Stearns March 1995 - May 1995
Cape Cod Bank & Trust Company May 1994 - August 1994
Skills
Wealth Management, Asset Allocation, Investments, Financial Services, Investment Advisory, Securities, Alternative Investments, Strategic Financial..., Fixed Income, Insurance, Mutual Funds, Investment Management
Education
Boston College 1991 — 1995
BS, Finance
London School of Economics and Political Science 1994 — 1994
Chatham High School
Bartholomew & Company, Inc. June 1995 - Present
Bear Stearns March 1995 - May 1995
Cape Cod Bank & Trust Company May 1994 - August 1994
Skills
Wealth Management, Asset Allocation, Investments, Financial Services, Investment Advisory, Securities, Alternative Investments, Strategic Financial..., Fixed Income, Insurance, Mutual Funds, Investment Management
Education
Boston College 1991 — 1995
BS, Finance
London School of Economics and Political Science 1994 — 1994
Chatham High School
Joseph O'Loughlin's Bear Stearns Experience October 2003 - August 2007
Job Vice PresidentInvestments at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
Oppenheimer and Co. August 2009 - February 2013
Credit Suisse August 2007 - August 2009
Bear Stearns October 2003 - August 2007
Merrill Lynch August 1997 - October 2003
Advest, Inc. October 1990 - August 1997
Shearson Lehman Brothers October 1985 - October 1990
Skills
Investments, Retirement Planning, Finance, Financial Analysis, Risk Management, Financial Services, Portfolio Construction, Wealth Planning, Investment Planning, Asset Allocation, Series 63, Wealth Management, Series 7, Portfolio Management
Education
Boston College 1976 — 1981
Bachelors of Science, English Language and Literature/Letters
Trinity High School, Manchester,New Hampshire 1976 — 1981
College Prepatory
Wells Fargo Advisors, LLC February 2013 - Present
Oppenheimer and Co. August 2009 - February 2013
Credit Suisse August 2007 - August 2009
Bear Stearns October 2003 - August 2007
Merrill Lynch August 1997 - October 2003
Advest, Inc. October 1990 - August 1997
Shearson Lehman Brothers October 1985 - October 1990
Skills
Investments, Retirement Planning, Finance, Financial Analysis, Risk Management, Financial Services, Portfolio Construction, Wealth Planning, Investment Planning, Asset Allocation, Series 63, Wealth Management, Series 7, Portfolio Management
Education
Boston College 1976 — 1981
Bachelors of Science, English Language and Literature/Letters
Trinity High School, Manchester,New Hampshire 1976 — 1981
College Prepatory
Myles Hecker's Bear Stearns Experience September 2007 - September 2008
Job Recruiting Coordinator at Security Industry Specialists, Inc.
Industry Staffing and Recruiting
Experience
Security Industry Specialists, Inc. June 2015 - Present
The Legion Media Group June 2011 - June 2015
TIAA-CREF April 2008 - November 2008
Bear Stearns September 2007 - September 2008
JPMorgan Chase February 2007 - March 2007
Skills
Risk Management, Project Management, Analysis, Business Analysis, Strategy, Public Relations, Marketing Strategy, Microsoft Excel, Sales, Event Planning, Business Strategy, Program Management, Process Improvement
Education
Boston University 2015 — 2017
Master’s Degree, International Marketing Management
St. John's University 2003 — 2007
Bachelor’s Degree, Legal Studies, General
Security Industry Specialists, Inc. June 2015 - Present
The Legion Media Group June 2011 - June 2015
TIAA-CREF April 2008 - November 2008
Bear Stearns September 2007 - September 2008
JPMorgan Chase February 2007 - March 2007
Skills
Risk Management, Project Management, Analysis, Business Analysis, Strategy, Public Relations, Marketing Strategy, Microsoft Excel, Sales, Event Planning, Business Strategy, Program Management, Process Improvement
Education
Boston University 2015 — 2017
Master’s Degree, International Marketing Management
St. John's University 2003 — 2007
Bachelor’s Degree, Legal Studies, General
Bruce Longley Bruce Longley's Bear Stearns Experience 1986 - 1988
Job Owner, Turnbull STAR
Industry Capital Markets
Experience
Pioneer Capital Management, Inc 1993 - Present
Mallory Jones Lynch Flynn and Assoc., Inc. 1989 - 1993
Stone Bridge Properties, Inc. 1988 - 1989
Bear Stearns 1986 - 1988
Skills
Venture Capital, Business Strategy, Start-ups, Equities, Marketing Strategy, Strategic Planning, Entrepreneurship, Due Diligence
Education
Brandeis University 1982 — 1986
Bachelor of Arts (BA), History
Syracuse University 1980 — 1982
Biology
Darien High School
Pioneer Capital Management, Inc 1993 - Present
Mallory Jones Lynch Flynn and Assoc., Inc. 1989 - 1993
Stone Bridge Properties, Inc. 1988 - 1989
Bear Stearns 1986 - 1988
Skills
Venture Capital, Business Strategy, Start-ups, Equities, Marketing Strategy, Strategic Planning, Entrepreneurship, Due Diligence
Education
Brandeis University 1982 — 1986
Bachelor of Arts (BA), History
Syracuse University 1980 — 1982
Biology
Darien High School
Andy Steben Andy Steben's Bear Stearns Experience June 2007 - April 2008
Job Regional Correspondent Manager, CMG Financial
Industry Financial Services
Experience
CMG Financial March 2014 - Present
Quicken Loans Mortgage Services February 2010 - March 2014
Midwest Oil Solutions May 2008 - February 2010
Bear Stearns June 2007 - April 2008
HSBC Mortgage Services April 2002 - June 2007
LaSalle Bank August 2000 - April 2002
Skills
Loans, Mortgage Lending, Mortgage Banking, FHA, Credit Analysis, Sales, Strategic Planning, Financial Analysis, Mortgage Marketing, Credit, Loan Origination, Sales Management, Residential Mortgages, Account Management, New Business Development, Underwriting, Refinance, Banking, Business Development, Selling, Direct Sales, FHA financing, Finance, Relationship Management
Education
Bradley University 1995 — 1999
Wheaton North
CMG Financial March 2014 - Present
Quicken Loans Mortgage Services February 2010 - March 2014
Midwest Oil Solutions May 2008 - February 2010
Bear Stearns June 2007 - April 2008
HSBC Mortgage Services April 2002 - June 2007
LaSalle Bank August 2000 - April 2002
Skills
Loans, Mortgage Lending, Mortgage Banking, FHA, Credit Analysis, Sales, Strategic Planning, Financial Analysis, Mortgage Marketing, Credit, Loan Origination, Sales Management, Residential Mortgages, Account Management, New Business Development, Underwriting, Refinance, Banking, Business Development, Selling, Direct Sales, FHA financing, Finance, Relationship Management
Education
Bradley University 1995 — 1999
Wheaton North
John Zullo's Bear Stearns Experience May 1994 - June 1997
Job Major Account Executive at TransUnion
Industry Financial Services
Experience
TransUnion December 2002 - Present
Electronic Data Systems December 1999 - November 2002
TransUnion July 1998 - December 1999
First Union National Bank June 1997 - July 1998
Bear Stearns May 1994 - June 1997
Skills
Credit, Salesforce.com, Selling, Call Centers, Analytics, Account Management, Customer Retention, Solution Selling, Sales, Sales Operations, Lead Generation, Customer Acquisition, Relationship Management, CRM, Business Analysis, Process Improvement, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2004
MBA Candidate
Bloomsburg University of Pennsylvania 1992 — 1994
BSBA, Finance
TransUnion December 2002 - Present
Electronic Data Systems December 1999 - November 2002
TransUnion July 1998 - December 1999
First Union National Bank June 1997 - July 1998
Bear Stearns May 1994 - June 1997
Skills
Credit, Salesforce.com, Selling, Call Centers, Analytics, Account Management, Customer Retention, Solution Selling, Sales, Sales Operations, Lead Generation, Customer Acquisition, Relationship Management, CRM, Business Analysis, Process Improvement, Risk Management
Education
Georgia State University - J. Mack Robinson College of Business 2003 — 2004
MBA Candidate
Bloomsburg University of Pennsylvania 1992 — 1994
BSBA, Finance
Guy Stephen Maxfield's Bear Stearns Experience April 1998 - September 2004
Job Senior Software Engineer at BenTek
Industry Computer Software
Experience
BenTek July 2013 - Present
Morgan Stanley October 2004 - February 2013
Bear Stearns April 1998 - September 2004
DMR-Trecom March 1997 - March 1998
DMR-Trecom March 1996 - May 1997
DMR-Trecom May 1995 - March 1996
Morgan Stanley January 1991 - April 1995
Skills
Sybase, Java, SQL, DB2, Linux, Swing, Spring
Education
Boston University Graduate School of Management 1989 — 1990
MS MIS, Management Information Systems
Boston University Questrom School of Business 1985 — 1989
BSBA, Management Information Systems
BenTek July 2013 - Present
Morgan Stanley October 2004 - February 2013
Bear Stearns April 1998 - September 2004
DMR-Trecom March 1997 - March 1998
DMR-Trecom March 1996 - May 1997
DMR-Trecom May 1995 - March 1996
Morgan Stanley January 1991 - April 1995
Skills
Sybase, Java, SQL, DB2, Linux, Swing, Spring
Education
Boston University Graduate School of Management 1989 — 1990
MS MIS, Management Information Systems
Boston University Questrom School of Business 1985 — 1989
BSBA, Management Information Systems
Tirson Santiago Tirson Santiago's Bear Stearns Experience August 2003 - November 2004
Job Business Development
Industry Legal Services
Experience
Simpson Thacher & Bartlett LLP February 2005 - Present
Bear Stearns August 2003 - November 2004
Credit Suisse First Boston June 2002 - August 2003
Skills
Administrative..., Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Legal Writing, Research, Editing, Microsoft Word, Legal Marketing, Legal Research
Education
Borough of Manhattan Community College 1990 — 1993
AAS, Office Operations and Administration
Simpson Thacher & Bartlett LLP February 2005 - Present
Bear Stearns August 2003 - November 2004
Credit Suisse First Boston June 2002 - August 2003
Skills
Administrative..., Microsoft Office, Microsoft Excel, PowerPoint, Outlook, Legal Writing, Research, Editing, Microsoft Word, Legal Marketing, Legal Research
Education
Borough of Manhattan Community College 1990 — 1993
AAS, Office Operations and Administration
GREG DEL MONICO GREG DEL MONICO's Bear Stearns Experience 2003 - 2003
Job DIRECTOR at NASDAQ OMX
Industry Financial Services
Experience
NASDAQ OMX 2008 - Present
Thomson Reuters 2003 - 2008
Bear Stearns 2003 - 2003
Wachovia Securities Financial Network 1997 - 2003
Skills
Equities, Capital Markets, Derivatives, Trading Systems, Financial Markets, Fixed Income, Electronic Trading, Trading, Securities, Market Data, Investments, Risk Management, Asset Management, Options, Sales, Relationship Management, Building Relationships, Management, Team Management
Education
Bradley University 1992 — 1995
Finance, General
NASDAQ OMX 2008 - Present
Thomson Reuters 2003 - 2008
Bear Stearns 2003 - 2003
Wachovia Securities Financial Network 1997 - 2003
Skills
Equities, Capital Markets, Derivatives, Trading Systems, Financial Markets, Fixed Income, Electronic Trading, Trading, Securities, Market Data, Investments, Risk Management, Asset Management, Options, Sales, Relationship Management, Building Relationships, Management, Team Management
Education
Bradley University 1992 — 1995
Finance, General
Grace Gong Grace Gong's Bear Stearns Experience October 2000 - August 2007
Job Administrative Assistant at BlackRock
Industry Financial Services
Experience
BlackRock July 2012 - November 2012
Barclays Capital December 2011 - June 2012
Sorin Capital Management August 2007 - November 2011
Bear Stearns October 2000 - August 2007
Bear Stearns July 1992 - October 2000
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Extensity, Ariba, SAP, Concur, Web Design, Blackberry, Apple I Phone, Apple I Pad, Human Resources, Outlook, Trading, Equities, Office Management, Management, Fixed Income, Capital Markets, Asset Management, Investment Banking, Finance, Marketing, Interviews, Derivatives, Hedge Funds
Education
Borough of Manhattan Community College
Associates, Business
BlackRock July 2012 - November 2012
Barclays Capital December 2011 - June 2012
Sorin Capital Management August 2007 - November 2011
Bear Stearns October 2000 - August 2007
Bear Stearns July 1992 - October 2000
Skills
Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Extensity, Ariba, SAP, Concur, Web Design, Blackberry, Apple I Phone, Apple I Pad, Human Resources, Outlook, Trading, Equities, Office Management, Management, Fixed Income, Capital Markets, Asset Management, Investment Banking, Finance, Marketing, Interviews, Derivatives, Hedge Funds
Education
Borough of Manhattan Community College
Associates, Business
Joseph Jaspan Joseph Jaspan's Bear Stearns Experience 2005 - 2007
Job Briar Capital Management
Industry Investment Management
Experience
Briar Capital Management 2014 - Present
Hawkeye Capital Management 2011 - 2014
LNK Partners 2007 - 2010
Bear Stearns 2005 - 2007
Highline Capital Management June 2003 - August 2003
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Applied Value Investing
Brandeis University 2002 — 2005
BA, Summa Cum Laude, Phi Beta Kappa
Ramaz 1997 — 2001
Briar Capital Management 2014 - Present
Hawkeye Capital Management 2011 - 2014
LNK Partners 2007 - 2010
Bear Stearns 2005 - 2007
Highline Capital Management June 2003 - August 2003
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Applied Value Investing
Brandeis University 2002 — 2005
BA, Summa Cum Laude, Phi Beta Kappa
Ramaz 1997 — 2001
Kathryn Valvano's Bear Stearns Experience 2006 - 2007
Job Sales at PIMCO
Industry Financial Services
Experience
PIMCO 2011 - Present
Bank of America Merrill Lynch 2007 - 2010
Bear Stearns 2006 - 2007
Gabelli Asset Management 2005 - 2006
Skills
Financial Modeling, Investments, Asset Management, Equities, Financial Analysis, Fixed Income, Series 7, Alternative Investments, Bloomberg, Capital Markets, Sales, Series 24
Education
Boston College 2001 — 2005
Hackley School 1988 — 2001
PIMCO 2011 - Present
Bank of America Merrill Lynch 2007 - 2010
Bear Stearns 2006 - 2007
Gabelli Asset Management 2005 - 2006
Skills
Financial Modeling, Investments, Asset Management, Equities, Financial Analysis, Fixed Income, Series 7, Alternative Investments, Bloomberg, Capital Markets, Sales, Series 24
Education
Boston College 2001 — 2005
Hackley School 1988 — 2001
Darren Palmer, CFP® Darren Palmer, CFP®'s Bear Stearns Experience 1998 - 1999
Job Vice President, Regional Sales Director, External Wholesaler Columbia Threadneedle Investments
Industry Financial Services
Experience
Columbia Threadneedle Investments, US July 2005 - Present
Columbia Threadneedle Investments, US January 2007 - April 2008
BlackRock 2004 - 2005
Putnam Investments 2001 - 2004
Bear Stearns 1998 - 1999
Skills
Mutual Funds, Separately Managed..., Retirement Planning, Relationship Management, Marketing Strategy, Sales, Sales Management, Salesforce.com, Zephyr Style Advisor, Morningstar, Fusion, Presenter, Sequoia, Series 7, Series 63, Series 24, Certified Financial..., Series 6, RIA, Broker-Dealer, Independent Financial..., Sales Presentations, Sales Process, Competitive Analysis, People Skills, Phone Skills, Selling Skills
Education
Boston University 2009 — 2011
Certified Financial Planner Program
Northeastern University 2003 — 2004
Graduate Certificate, Marketing Technologies
University of Massachusetts, Amherst 1994 — 1998
Woburn High School 1990 — 1994
Columbia Threadneedle Investments, US July 2005 - Present
Columbia Threadneedle Investments, US January 2007 - April 2008
BlackRock 2004 - 2005
Putnam Investments 2001 - 2004
Bear Stearns 1998 - 1999
Skills
Mutual Funds, Separately Managed..., Retirement Planning, Relationship Management, Marketing Strategy, Sales, Sales Management, Salesforce.com, Zephyr Style Advisor, Morningstar, Fusion, Presenter, Sequoia, Series 7, Series 63, Series 24, Certified Financial..., Series 6, RIA, Broker-Dealer, Independent Financial..., Sales Presentations, Sales Process, Competitive Analysis, People Skills, Phone Skills, Selling Skills
Education
Boston University 2009 — 2011
Certified Financial Planner Program
Northeastern University 2003 — 2004
Graduate Certificate, Marketing Technologies
University of Massachusetts, Amherst 1994 — 1998
Woburn High School 1990 — 1994
Julie Barrera, MBA, PHR Julie Barrera, MBA, PHR's Bear Stearns Experience August 2002 - June 2003
Job Human Resources Business Partner at Iron Mountain
Industry Human Resources
Experience
Iron Mountain January 2013 - Present
Iron Mountain June 2010 - December 2012
Hearts On Fire April 2007 - June 2010
Hearts On Fire March 2003 - April 2007
Bear Stearns August 2002 - June 2003
Education
Bryant University 2001 — 2002
MBA
Boston College 1998 — 2001
BS
Iron Mountain January 2013 - Present
Iron Mountain June 2010 - December 2012
Hearts On Fire April 2007 - June 2010
Hearts On Fire March 2003 - April 2007
Bear Stearns August 2002 - June 2003
Education
Bryant University 2001 — 2002
MBA
Boston College 1998 — 2001
BS
Sandra (Erbst) Froimowitz Sandra (Erbst) Froimowitz's Bear Stearns Experience 1983 - 1985
Job Practice Manager
Industry Hospital & Health Care
Experience
Westchester Health Associates December 2012 - Present
Edward S. Harkness Eye Institute February 2010 - October 2012
Harold Mermelstein, MD, PC April 1991 - February 2010
Fieldston Lodge Care Center May 1989 - February 1990
Schervier Nursing Care Center 1987 - 1989
Intelogic Trace (Datapoint) 1985 - 1987
Jacoby and Meyers (JAMKO) 1984 - 1986
Bear Stearns 1983 - 1985
Essex Personnel 1983 - 1983
Skills
Healthcare, Microsoft Word, Microsoft Office, Outlook, Customer Service, Microsoft Excel, PowerPoint, Office Management, Budgets, Time Management, Social Networking, Program Management, Recruiting, Fundraising, Contract Negotiation, Management, Access, Event Planning, Interviews, Policy, Strategic Planning, Sales Management, New Business Development, Project Management, Employee Benefits, Human Resources, Negotiation
Education
Binghamton University - School of Management 1978 — 1982
B.S., Management
Westchester Health Associates December 2012 - Present
Edward S. Harkness Eye Institute February 2010 - October 2012
Harold Mermelstein, MD, PC April 1991 - February 2010
Fieldston Lodge Care Center May 1989 - February 1990
Schervier Nursing Care Center 1987 - 1989
Intelogic Trace (Datapoint) 1985 - 1987
Jacoby and Meyers (JAMKO) 1984 - 1986
Bear Stearns 1983 - 1985
Essex Personnel 1983 - 1983
Skills
Healthcare, Microsoft Word, Microsoft Office, Outlook, Customer Service, Microsoft Excel, PowerPoint, Office Management, Budgets, Time Management, Social Networking, Program Management, Recruiting, Fundraising, Contract Negotiation, Management, Access, Event Planning, Interviews, Policy, Strategic Planning, Sales Management, New Business Development, Project Management, Employee Benefits, Human Resources, Negotiation
Education
Binghamton University - School of Management 1978 — 1982
B.S., Management
Brandon Katz's Bear Stearns Experience July 2006 - June 2008
Job Vice President at Clarion Capital Partners
Industry Investment Management
Experience
Clarion Capital Partners July 2011 - Present
Citadel Investment Group - PioneerPath Capital September 2010 - July 2011
Clarion Capital Partners June 2008 - September 2010
Bear Stearns July 2006 - June 2008
Skills
Private Equity, Investment Banking, Financial Modeling, LBO, Valuation, Investments, Due Diligence, Mergers
Education
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance
Livingston High School 1998 — 2002
Clarion Capital Partners July 2011 - Present
Citadel Investment Group - PioneerPath Capital September 2010 - July 2011
Clarion Capital Partners June 2008 - September 2010
Bear Stearns July 2006 - June 2008
Skills
Private Equity, Investment Banking, Financial Modeling, LBO, Valuation, Investments, Due Diligence, Mergers
Education
Boston University Questrom School of Business 2002 — 2006
BSBA, Finance
Livingston High School 1998 — 2002
Conor Horrigan Conor Horrigan's Bear Stearns Experience August 2006 - August 2008
Job President, Chief Beer Philosopher, and Brewer at Half Full Brewery, Inc
Industry Food & Beverages
Experience
Half Full Brewery, Inc. November 2008 - Present
University of Connecticut August 2009 - May 2011
Connecticut Center for Entrepreneurship and Innovation May 2010 - August 2010
New England Brewing June 2009 - August 2009
Bear Stearns August 2006 - August 2008
Bear Stearns July 2004 - July 2006
A Touch of College Brushes Painters May 2002 - August 2002
Education
University of Notre Dame 2001 — 2004
BA, Finance
Boston College
The University of Connecticut School of Business
Half Full Brewery, Inc. November 2008 - Present
University of Connecticut August 2009 - May 2011
Connecticut Center for Entrepreneurship and Innovation May 2010 - August 2010
New England Brewing June 2009 - August 2009
Bear Stearns August 2006 - August 2008
Bear Stearns July 2004 - July 2006
A Touch of College Brushes Painters May 2002 - August 2002
Education
University of Notre Dame 2001 — 2004
BA, Finance
Boston College
The University of Connecticut School of Business
Tom Choi's Bear Stearns Experience February 1997 - March 2008
Job Senior Manager, Specialized Strategy
Industry Financial Services
Experience
Synchrony Financial August 2015 - Present
Consultant January 2013 - August 2015
18 Capital LLC February 2012 - January 2013
InSolve Capital, LP an affiliate of Starwood Capital Group 2010 - January 2012
Portfolio Recovery Associates February 2009 - April 2010
JP Morgan March 2008 - February 2009
Bear Stearns February 1997 - March 2008
Skills
Risk Management, Portfolio Management, Financial Analysis, Strategic Planning, Integrity, Team Management, Management, Finance, Business Development, Banking, Financial Services, Executive Management, Mergers & Acquisitions, Process Improvement, Strategy, Vendor Management, CRM
Education
Boston University 1992 — 1996
B.A., Economics
Synchrony Financial August 2015 - Present
Consultant January 2013 - August 2015
18 Capital LLC February 2012 - January 2013
InSolve Capital, LP an affiliate of Starwood Capital Group 2010 - January 2012
Portfolio Recovery Associates February 2009 - April 2010
JP Morgan March 2008 - February 2009
Bear Stearns February 1997 - March 2008
Skills
Risk Management, Portfolio Management, Financial Analysis, Strategic Planning, Integrity, Team Management, Management, Finance, Business Development, Banking, Financial Services, Executive Management, Mergers & Acquisitions, Process Improvement, Strategy, Vendor Management, CRM
Education
Boston University 1992 — 1996
B.A., Economics
Meredith Ward's Bear Stearns Experience May 1993 - August 1993
Job Director of Purchasing at Nine West Holdings, Inc.
Industry Apparel & Fashion
Experience
Nine West Holdings, Inc. November 2012 - Present
Destination Maternity Corporation March 2011 - November 2012
Campbell Soup Company September 2002 - February 2011
Accenture May 1999 - September 2002
Lassonde 1994 - 1999
Bear Stearns May 1993 - August 1993
Skills
Strategic Sourcing, Global Sourcing, Procurement, Purchasing, Supply Management, Supply Chain Management, Sourcing, Contract Negotiation, Cross-functional Team..., Process Improvement, Strategy, Management, Forecasting, Strategy Execution, Business Process..., Vendor Management, Vendor Relationship..., Cost Reduction, Decision Making, Mentoring, Talent Acquisition, Team Leadership, Leadership Development, Professional Services, RFP Design, RFP Generation, Category Management
Education
Boston College
B.S.
Rutgers University – Camden
MBA (2017)
Nine West Holdings, Inc. November 2012 - Present
Destination Maternity Corporation March 2011 - November 2012
Campbell Soup Company September 2002 - February 2011
Accenture May 1999 - September 2002
Lassonde 1994 - 1999
Bear Stearns May 1993 - August 1993
Skills
Strategic Sourcing, Global Sourcing, Procurement, Purchasing, Supply Management, Supply Chain Management, Sourcing, Contract Negotiation, Cross-functional Team..., Process Improvement, Strategy, Management, Forecasting, Strategy Execution, Business Process..., Vendor Management, Vendor Relationship..., Cost Reduction, Decision Making, Mentoring, Talent Acquisition, Team Leadership, Leadership Development, Professional Services, RFP Design, RFP Generation, Category Management
Education
Boston College
B.S.
Rutgers University – Camden
MBA (2017)
Lyla Mannoia's Bear Stearns Experience May 2002 - August 2002
Job Financial Services
Industry Financial Services
Experience
Mannoia Household Deaconess
Redeemer Presbyterian Church NYC July 2007 - August 2008
Aon Benfield April 2005 - March 2007
DebtTraders March 2004 - October 2004
Bear Stearns May 2002 - August 2002
Morgan Stanley May 1999 - July 2001
Sanford C. Bernstein August 1998 - April 1999
Cadwalader Wickersham and Taft May 1997 - July 1998
Skills
Capital Markets, Investments, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA
Boston University 1993 — 1997
BA, Philosophy
Van Nuys High School - Math/Science Magnet 1990 — 1993
HS Diploma
Mannoia Household Deaconess
Redeemer Presbyterian Church NYC July 2007 - August 2008
Aon Benfield April 2005 - March 2007
DebtTraders March 2004 - October 2004
Bear Stearns May 2002 - August 2002
Morgan Stanley May 1999 - July 2001
Sanford C. Bernstein August 1998 - April 1999
Cadwalader Wickersham and Taft May 1997 - July 1998
Skills
Capital Markets, Investments, Financial Modeling
Education
Washington University in St. Louis - Olin Business School 2001 — 2003
MBA
Boston University 1993 — 1997
BA, Philosophy
Van Nuys High School - Math/Science Magnet 1990 — 1993
HS Diploma
V. Paul Lisanke, CAIA's Bear Stearns Experience 2000 - 2001
Job Executive Director at JP Morgan Private Bank
Industry Investment Management
Experience
JP Morgan January 2014 - Present
JP Morgan April 2010 - December 2013
Atlantic Trust 2003 - April 2010
Bear Stearns 2000 - 2001
J.P. Morgan 1998 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Boston College 1993 — 1997
BA, English, with a minor in Film Studies
CAIA Chartered Alternative Investment Analyst
CAIA
JP Morgan January 2014 - Present
JP Morgan April 2010 - December 2013
Atlantic Trust 2003 - April 2010
Bear Stearns 2000 - 2001
J.P. Morgan 1998 - 2000
Education
Boston College - Wallace E. Carroll Graduate School of Management 2001 — 2003
MBA, Finance
Boston College 1993 — 1997
BA, English, with a minor in Film Studies
CAIA Chartered Alternative Investment Analyst
CAIA
Sudhir Mummaneni's Bear Stearns Experience July 2002 - 2008
Job
Industry Financial Services
Experience
Bloomberg LP October 2014 - Present
J.P. Morgan July 2012 - September 2014
JP Morgan March 2008 - June 2012
Bear Stearns July 2002 - 2008
Goldman Sachs 1998 - 2002
Analysts International Corporation (AIC) 1994 - 1998
National Computer Systems 1992 - 1994
Skills
Fixed Income, Securitization, Derivatives, Investment Banking, Equities, Trading Systems, Capital Markets, Electronic Trading, Asset Management, Options, Trading, Portfolio Management, Market Data, Risk Management, Sybase, Valuation, Financial Services, Financial Modeling, Hedge Funds, SDLC
Education
University of Minnesota-Duluth
Master of Science (M.Sc.), Computational and Applied Mathematics
Birla Institute of Technology & Science, Pilani
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Bloomberg LP October 2014 - Present
J.P. Morgan July 2012 - September 2014
JP Morgan March 2008 - June 2012
Bear Stearns July 2002 - 2008
Goldman Sachs 1998 - 2002
Analysts International Corporation (AIC) 1994 - 1998
National Computer Systems 1992 - 1994
Skills
Fixed Income, Securitization, Derivatives, Investment Banking, Equities, Trading Systems, Capital Markets, Electronic Trading, Asset Management, Options, Trading, Portfolio Management, Market Data, Risk Management, Sybase, Valuation, Financial Services, Financial Modeling, Hedge Funds, SDLC
Education
University of Minnesota-Duluth
Master of Science (M.Sc.), Computational and Applied Mathematics
Birla Institute of Technology & Science, Pilani
Bachelor of Engineering (B.Eng.), Mechanical Engineering
Nina Lin Eun's Bear Stearns Experience July 2005 - August 2007
Job Kindergarten Teacher
Industry Primary/Secondary Education
Experience
Immaculate Conception-St. Joseph School August 2012 - June 2014
Latin School of Chicago August 2011 - June 2012
DePaul University February 2010 - December 2010
The Daily Obsession July 2007 - October 2010
Cars.com November 2007 - August 2009
Bear Stearns July 2005 - August 2007
Baring Private Equity Asia June 2004 - July 2004
Cisco Systems July 2003 - August 2003
Skills
Social Media, PowerPoint, Editing, Microsoft Office, Microsoft Excel, Fundraising, Microsoft Word, Teaching, Blogging, Customer Service
Education
DePaul University 2009 — 2011
Masters
Boston College 2001 — 2005
BS
Stuyvesant High School 1997 — 2001
Immaculate Conception-St. Joseph School August 2012 - June 2014
Latin School of Chicago August 2011 - June 2012
DePaul University February 2010 - December 2010
The Daily Obsession July 2007 - October 2010
Cars.com November 2007 - August 2009
Bear Stearns July 2005 - August 2007
Baring Private Equity Asia June 2004 - July 2004
Cisco Systems July 2003 - August 2003
Skills
Social Media, PowerPoint, Editing, Microsoft Office, Microsoft Excel, Fundraising, Microsoft Word, Teaching, Blogging, Customer Service
Education
DePaul University 2009 — 2011
Masters
Boston College 2001 — 2005
BS
Stuyvesant High School 1997 — 2001
Rajiv Tiwari's Bear Stearns Experience December 2007 - May 2008
Job Software Engineer
Industry Computer Software
Experience
Interactive Data June 2011 - Present
JPMorgan Chase May 2008 - May 2011
Bear Stearns December 2007 - May 2008
Banc of America Securities May 2006 - December 2007
Quanta US Holdings April 2005 - May 2006
Citigroup October 2004 - April 2005
Converium December 2000 - October 2004
Skills
Trading, Microsoft SQL Server, XML, Java, Sybase
Education
University of South Carolina-Columbia 1990 — 1992
M.S., Computer Science
Birla Institute of Technology 1983 — 1987
Interactive Data June 2011 - Present
JPMorgan Chase May 2008 - May 2011
Bear Stearns December 2007 - May 2008
Banc of America Securities May 2006 - December 2007
Quanta US Holdings April 2005 - May 2006
Citigroup October 2004 - April 2005
Converium December 2000 - October 2004
Skills
Trading, Microsoft SQL Server, XML, Java, Sybase
Education
University of South Carolina-Columbia 1990 — 1992
M.S., Computer Science
Birla Institute of Technology 1983 — 1987
Antonio Tambunan's Bear Stearns Experience 2005 - 2007
Job Chief Orchestrator, August North
Industry Venture Capital & Private Equity
Experience
August North August 2010 - Present
Boston Green Drinks May 2011 - Present
Temujin International Investments 2008 - 2010
Gigamedia Limited March 2007 - August 2008
Bear Stearns 2005 - 2007
Partners-e 1999 - 2005
bx.com 2001 - 2004
Deutsche Bank 1999 - 2001
B&S Tour and Travel 1991 - 1997
Skills
Corporate Finance, Equity Research, Business Relationship..., sustainability, investments, Sustainability, Investments, Business Development, Research
Education
Harvard University Extension School 2009 — 2012
Master of Liberal Arts, Sustainability and Environmental Management, Deans List. GPA: 3.88
Boston University 1995 — 1997
MBA, Finance and Strategy
Boston University 1987 — 1991
BA, International Relations
August North August 2010 - Present
Boston Green Drinks May 2011 - Present
Temujin International Investments 2008 - 2010
Gigamedia Limited March 2007 - August 2008
Bear Stearns 2005 - 2007
Partners-e 1999 - 2005
bx.com 2001 - 2004
Deutsche Bank 1999 - 2001
B&S Tour and Travel 1991 - 1997
Skills
Corporate Finance, Equity Research, Business Relationship..., sustainability, investments, Sustainability, Investments, Business Development, Research
Education
Harvard University Extension School 2009 — 2012
Master of Liberal Arts, Sustainability and Environmental Management, Deans List. GPA: 3.88
Boston University 1995 — 1997
MBA, Finance and Strategy
Boston University 1987 — 1991
BA, International Relations
Anup Agarwal's Bear Stearns Experience 2004 - 2006
Job Managing Director at The Peakstone Group
Industry Financial Services
Experience
The Peakstone Group 2011 - Present
Standard Chartered Bank 2009 - 2010
Lehman Brothers 2006 - 2008
Bear Stearns 2004 - 2006
Houlihan Lokey 2002 - 2004
IL&FS 1994 - 2000
Skills
Corporate Development, Corporate Finance, Investment Banking, Mergers, Business Acquisition, Valuation, Leveraged Finance, Equities, Capital Markets, Private Equity, Due Diligence, Strategic Planning, Cross-border..., Mergers & Acquisitions, Acquisitions, Investments, Financial Modeling, Portfolio Management, Restructuring, LBO, Project Finance, Divestitures, Emerging Markets, Strategy, Capital Raising, Recapitalizations, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA, Finance / Strategy
Birla Institute of Technology and Science
JD(BS/MS), Engineering/Economics
Delhi Public School
High School
The Peakstone Group 2011 - Present
Standard Chartered Bank 2009 - 2010
Lehman Brothers 2006 - 2008
Bear Stearns 2004 - 2006
Houlihan Lokey 2002 - 2004
IL&FS 1994 - 2000
Skills
Corporate Development, Corporate Finance, Investment Banking, Mergers, Business Acquisition, Valuation, Leveraged Finance, Equities, Capital Markets, Private Equity, Due Diligence, Strategic Planning, Cross-border..., Mergers & Acquisitions, Acquisitions, Investments, Financial Modeling, Portfolio Management, Restructuring, LBO, Project Finance, Divestitures, Emerging Markets, Strategy, Capital Raising, Recapitalizations, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2000 — 2002
MBA, Finance / Strategy
Birla Institute of Technology and Science
JD(BS/MS), Engineering/Economics
Delhi Public School
High School
Nathaniel Shishko's Bear Stearns Experience 1999 - 2000
Job Assistant Controller at Curo health
Industry Accounting
Experience
Curo health June 2014 - Present
Ernst & Young October 2012 - June 2014
Curo health 2014 - 2014
E & Y August 2008 - October 2012
Centrya, Inc. December 2005 - August 2008
KPMG 2005 - 2006
Ernst & Young 2002 - 2005
Bear Stearns 1999 - 2000
Skills
US GAAP, SEC filings, External Audit, Internal Controls, GAAP, Auditing, Sarbanes-Oxley Act, Assurance, Financial Reporting, CPA, Accounting, Financial Accounting, Revenue Recognition, Big 4, Cost Accounting, Sarbanes-Oxley
Education
Bob Jones University 1998 — 2002
Bachelor of Science, Accounting
Bob Jones University
Bachelor's degree, Accounting
Curo health June 2014 - Present
Ernst & Young October 2012 - June 2014
Curo health 2014 - 2014
E & Y August 2008 - October 2012
Centrya, Inc. December 2005 - August 2008
KPMG 2005 - 2006
Ernst & Young 2002 - 2005
Bear Stearns 1999 - 2000
Skills
US GAAP, SEC filings, External Audit, Internal Controls, GAAP, Auditing, Sarbanes-Oxley Act, Assurance, Financial Reporting, CPA, Accounting, Financial Accounting, Revenue Recognition, Big 4, Cost Accounting, Sarbanes-Oxley
Education
Bob Jones University 1998 — 2002
Bachelor of Science, Accounting
Bob Jones University
Bachelor's degree, Accounting
Kate Curtis, LMHC, CASAC, CGP's Bear Stearns Experience October 2005 - February 2007
Job Psychotherapist and Addiction Counselor
Industry Mental Health Care
Experience
Psychotherapy and Spirituality Institute January 2014 - Present
Blanton Peale Counseling Center January 2014 - July 2014
Hazelden Foundation September 2011 - January 2014
JPMorgan Chase September 2007 - August 2009
Citigroup February 2007 - May 2007
Bear Stearns October 2005 - February 2007
Skills
Psychotherapy, Mental Health, Case Managment, Group Therapy, Co-occurring Disorders, Chemical Dependency, Addiction Recovery, Motivational..., CBT, Counseling Psychology, Behavioral Health, Treatment, Case Management, Crisis Intervention, Interventions, Mental Health Counseling
Education
Eastern Group Psychotherapy Training Program 2012 — 2015
Certificate, Group Psychotherapy
Fordham University 2009 — 2011
MA, Pastoral Counseling
Boston College 1999 — 2003
BA, Philosophy, Math
Psychotherapy and Spirituality Institute January 2014 - Present
Blanton Peale Counseling Center January 2014 - July 2014
Hazelden Foundation September 2011 - January 2014
JPMorgan Chase September 2007 - August 2009
Citigroup February 2007 - May 2007
Bear Stearns October 2005 - February 2007
Skills
Psychotherapy, Mental Health, Case Managment, Group Therapy, Co-occurring Disorders, Chemical Dependency, Addiction Recovery, Motivational..., CBT, Counseling Psychology, Behavioral Health, Treatment, Case Management, Crisis Intervention, Interventions, Mental Health Counseling
Education
Eastern Group Psychotherapy Training Program 2012 — 2015
Certificate, Group Psychotherapy
Fordham University 2009 — 2011
MA, Pastoral Counseling
Boston College 1999 — 2003
BA, Philosophy, Math
Betty Chan's Bear Stearns Experience July 2007 - May 2008
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2011 - Present
Bank of America Merrill Lynch October 2009 - September 2011
Merrill Lynch May 2008 - October 2009
Bear Stearns July 2007 - May 2008
Boston Medical Center September 2006 - August 2007
Reputation Institute 2006 - 2006
Skills
Equity Derivatives, Finance, Financial Modeling, Middle Office
Education
Boston University 2003 — 2007
Boston University Questrom School of Business 2003 — 2007
Bank of America Merrill Lynch October 2011 - Present
Bank of America Merrill Lynch October 2009 - September 2011
Merrill Lynch May 2008 - October 2009
Bear Stearns July 2007 - May 2008
Boston Medical Center September 2006 - August 2007
Reputation Institute 2006 - 2006
Skills
Equity Derivatives, Finance, Financial Modeling, Middle Office
Education
Boston University 2003 — 2007
Boston University Questrom School of Business 2003 — 2007
Joe Feldman's Bear Stearns Experience 2000 - 2004
Job Managing Director at Telsey Advisory Group
Industry Financial Services
Experience
Telsey Advisory Group 2006 - Present
Cowen and Company 2004 - 2005
Bear Stearns 2000 - 2004
Saks Fifth Avenue 1993 - 1997
Skills
Hedge Funds, Valuation, Equity Research, Equities
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Accounting
Brandeis University 1989 — 1993
BA, American Studies, Art History
Telsey Advisory Group 2006 - Present
Cowen and Company 2004 - 2005
Bear Stearns 2000 - 2004
Saks Fifth Avenue 1993 - 1997
Skills
Hedge Funds, Valuation, Equity Research, Equities
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
MBA, Finance, Accounting
Brandeis University 1989 — 1993
BA, American Studies, Art History
Johnny Wu's Bear Stearns Experience 2002 - 2005
Job Managing Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital May 2011 - Present
Barclays Capital January 2009 - May 2011
Barclays Capital January 2005 - December 2008
Bear Stearns 2002 - 2005
William M. Mercer, Inc. December 1994 - May 2000
Price Waterhouse Management Consultants 1993 - 1994
Skills
Management, Equity Derivatives, Fixed Income, Capital Markets, Equities, Hedge Funds, Investment Banking, Derivatives, Bloomberg, Alternative Investments, Structured Products, Trading, Trading Systems, Portfolio Management, Asset Management, Options, Credit Derivatives, Hedging, FX Options, Financial Markets, Swaps
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 1990 — 1994
Bachelor of Arts (B.A.), Economics/Mathematics
Boston Latin School 1984 — 1990
Barclays Capital May 2011 - Present
Barclays Capital January 2009 - May 2011
Barclays Capital January 2005 - December 2008
Bear Stearns 2002 - 2005
William M. Mercer, Inc. December 1994 - May 2000
Price Waterhouse Management Consultants 1993 - 1994
Skills
Management, Equity Derivatives, Fixed Income, Capital Markets, Equities, Hedge Funds, Investment Banking, Derivatives, Bloomberg, Alternative Investments, Structured Products, Trading, Trading Systems, Portfolio Management, Asset Management, Options, Credit Derivatives, Hedging, FX Options, Financial Markets, Swaps
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (M.B.A.)
Columbia University in the City of New York 1990 — 1994
Bachelor of Arts (B.A.), Economics/Mathematics
Boston Latin School 1984 — 1990
Jeeil Kim's Bear Stearns Experience April 2004 - August 2007
Job Credit Officer
Industry Financial Services
Experience
Deutsche Bank August 2007 - Present
Bear stearns April 2004 - August 2007
Lehman Brothers August 2000 - April 2004
Skills
Counterparty Risk, Fixed Income, Capital Markets, Derivatives, Credit Risk, Financial Institutions, Credit Analysis, Corporate Finance, FX Options, ISDA, Structured Products, Swaps
Education
Boston College 1997 — 2000
BS, Economics
Boston College 1997 — 2000
BS, Economics
Deutsche Bank August 2007 - Present
Bear stearns April 2004 - August 2007
Lehman Brothers August 2000 - April 2004
Skills
Counterparty Risk, Fixed Income, Capital Markets, Derivatives, Credit Risk, Financial Institutions, Credit Analysis, Corporate Finance, FX Options, ISDA, Structured Products, Swaps
Education
Boston College 1997 — 2000
BS, Economics
Boston College 1997 — 2000
BS, Economics
Lisa Baslow's Bear Stearns Experience 1989 - 1995
Job Vice President at Credit Suisse
Industry Banking
Experience
Playdate Planet December 2011 - Present
Credit Suisse April 2000 - June 2013
JP Morgan Investment Management 1995 - 2000
Bear Stearns 1989 - 1995
Skills
Capital Markets, Portfolio Management, Financial Services, Derivatives, Equities, Investment Banking, Analytics, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance and Managment
Boston University
Bachelor of Science, Business Administration
Playdate Planet December 2011 - Present
Credit Suisse April 2000 - June 2013
JP Morgan Investment Management 1995 - 2000
Bear Stearns 1989 - 1995
Skills
Capital Markets, Portfolio Management, Financial Services, Derivatives, Equities, Investment Banking, Analytics, Fixed Income
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
MBA, Finance and Managment
Boston University
Bachelor of Science, Business Administration
Jonathan Waldstreicher, MD, MBA's Bear Stearns Experience January 2005 - June 2005
Job at
Industry Medical Devices
Experience
Apple Tree Partners May 2013 - Present
Johnson & Johnson September 2012 - May 2013
Johnson & Johnson, Corporate Office of Science & Technology July 2011 - September 2012
Johnson & Johnson January 2010 - July 2011
Tufts Medical Center June 2010 - June 2011
Johnson & Johnson July 2008 - June 2010
Stryker January 2007 - April 2007
Zafgen June 2006 - August 2006
Boston Medical Center February 2006 - April 2006
Bear Stearns January 2005 - June 2005
Skills
Cross-functional Team..., Medical Devices, Start-ups, Business Planning, Marketing Strategy, Market Research, Analysis, Mergers & Acquisitions, Due Diligence, Strategy, Marketing, Competitive Analysis, Business Development, Healthcare, Financial Modeling
Education
Tufts University School of Medicine 2005 — 2010
MD/MBA, Heatlhcare Management
Brandeis University 2001 — 2005
Bachelor of Arts (BA), Economics
Ramaz 1997 — 2001
Apple Tree Partners May 2013 - Present
Johnson & Johnson September 2012 - May 2013
Johnson & Johnson, Corporate Office of Science & Technology July 2011 - September 2012
Johnson & Johnson January 2010 - July 2011
Tufts Medical Center June 2010 - June 2011
Johnson & Johnson July 2008 - June 2010
Stryker January 2007 - April 2007
Zafgen June 2006 - August 2006
Boston Medical Center February 2006 - April 2006
Bear Stearns January 2005 - June 2005
Skills
Cross-functional Team..., Medical Devices, Start-ups, Business Planning, Marketing Strategy, Market Research, Analysis, Mergers & Acquisitions, Due Diligence, Strategy, Marketing, Competitive Analysis, Business Development, Healthcare, Financial Modeling
Education
Tufts University School of Medicine 2005 — 2010
MD/MBA, Heatlhcare Management
Brandeis University 2001 — 2005
Bachelor of Arts (BA), Economics
Ramaz 1997 — 2001
Cindy Ha's Bear Stearns Experience 2005 - 2007
Job
Industry Financial Services
Eric Eustace's Bear Stearns Experience July 2003 - April 2004
Job Manager of Database / Revenue Analysis Priceline.com
Industry Internet
Experience
Priceline.com September 2010 - Present
UBS January 2007 - July 2010
Perot Systems May 2004 - December 2006
Bear Stearns July 2003 - April 2004
Citi March 2002 - June 2003
Citi May 2000 - February 2002
Citi April 1999 - April 2000
Ernst & Young March 1998 - March 1999
Skills
Analysis, Financial Analysis, Finance, Business Analysis, Financial Modeling, Investment Banking, Management, Strategy, Project Planning, Process Improvement, Budgets, Business Planning, Access, Databases, Vendor Management, Risk Management, Managerial Finance, IT Service Management, SDLC, Forecasting, Fixed Income, Microsoft Office, Microsoft Excel, SQL, Portfolio Management, Accounting, IT Strategy, IT Management, Strategic Financial..., Pricing, E-commerce, Oracle, Business Intelligence, Data Analysis, Visual Studio, Hyperion Reports, Hyperion Enterprise, Database Design, Database Applications, Business Objects, Essbase, Microsoft SQL Server, SQL Server Management..., Visual Basic, SSRS, Strategic Planning, Team Leadership, Financial Reporting, SQL Server Reporting..., Training
Education
Boston University Questrom School of Business 1995 — 1997
BSBA, Finance
Priceline.com September 2010 - Present
UBS January 2007 - July 2010
Perot Systems May 2004 - December 2006
Bear Stearns July 2003 - April 2004
Citi March 2002 - June 2003
Citi May 2000 - February 2002
Citi April 1999 - April 2000
Ernst & Young March 1998 - March 1999
Skills
Analysis, Financial Analysis, Finance, Business Analysis, Financial Modeling, Investment Banking, Management, Strategy, Project Planning, Process Improvement, Budgets, Business Planning, Access, Databases, Vendor Management, Risk Management, Managerial Finance, IT Service Management, SDLC, Forecasting, Fixed Income, Microsoft Office, Microsoft Excel, SQL, Portfolio Management, Accounting, IT Strategy, IT Management, Strategic Financial..., Pricing, E-commerce, Oracle, Business Intelligence, Data Analysis, Visual Studio, Hyperion Reports, Hyperion Enterprise, Database Design, Database Applications, Business Objects, Essbase, Microsoft SQL Server, SQL Server Management..., Visual Basic, SSRS, Strategic Planning, Team Leadership, Financial Reporting, SQL Server Reporting..., Training
Education
Boston University Questrom School of Business 1995 — 1997
BSBA, Finance
Atul Shrivastava's Bear Stearns Experience January 1998 - January 1999
Job Experienced FI/Structured Products Professional
Industry Investment Management
Experience
Treesdale Partners LLC September 2011 - March 2012
C12 Capital Management September 2009 - August 2011
Barclays Capital October 2008 - September 2009
RBS Greenwich Capital January 2008 - September 2008
RBSGC January 2007 - January 2008
Credit Suisse 2000 - 2007
Merrill Lynch January 1999 - January 2000
Bear Stearns January 1998 - January 1999
Andrew Davidson & Co 1994 - 1998
Skills
Fixed Income, Trading, Structured Products, Risk Management, Market Risk, Structuring, Residential Mortgages, Derivatives, Portfolio Management, ABS, MBS, Structured Finance, Quantitative Finance
Education
Massachusetts Institute of Technology 1990 — 1994
Ph.D. program, Applied Mathematics
University of Massachusetts, Amherst 1985 — 1987
MS, Computer Engineering
Birla Institute of Technology and Science 1980 — 1984
B.S. Hons., Electrical and Computer Engineering
Treesdale Partners LLC September 2011 - March 2012
C12 Capital Management September 2009 - August 2011
Barclays Capital October 2008 - September 2009
RBS Greenwich Capital January 2008 - September 2008
RBSGC January 2007 - January 2008
Credit Suisse 2000 - 2007
Merrill Lynch January 1999 - January 2000
Bear Stearns January 1998 - January 1999
Andrew Davidson & Co 1994 - 1998
Skills
Fixed Income, Trading, Structured Products, Risk Management, Market Risk, Structuring, Residential Mortgages, Derivatives, Portfolio Management, ABS, MBS, Structured Finance, Quantitative Finance
Education
Massachusetts Institute of Technology 1990 — 1994
Ph.D. program, Applied Mathematics
University of Massachusetts, Amherst 1985 — 1987
MS, Computer Engineering
Birla Institute of Technology and Science 1980 — 1984
B.S. Hons., Electrical and Computer Engineering
Jen Albert's Bear Stearns Experience June 2005 - April 2006
Job Director of Operations, Raveneur Investment Group
Industry Financial Services
Experience
Raveneur Investment Group LP April 2014 - Present
King Street Capital Management May 2013 - April 2014
King Street Capital Management January 2012 - May 2013
King Street Capital Management April 2006 - January 2012
Bear Stearns June 2005 - April 2006
Education
Villanova University 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Boston University
Masters in Finance
Raveneur Investment Group LP April 2014 - Present
King Street Capital Management May 2013 - April 2014
King Street Capital Management January 2012 - May 2013
King Street Capital Management April 2006 - January 2012
Bear Stearns June 2005 - April 2006
Education
Villanova University 2001 — 2005
Bachelor of Business Administration (BBA), Accounting and Finance
Boston University
Masters in Finance
Erkut Gokan's Bear Stearns Experience 2005 - 2008
Job Vice President at JPMorgan Chase & Co.
Industry Computer Software
Experience
JPMorgan Chase & Co. March 2014 - Present
Barclays Capital April 2010 - March 2014
Bear Stearns 2005 - 2008
Education
Boğaziçi University
JPMorgan Chase & Co. March 2014 - Present
Barclays Capital April 2010 - March 2014
Bear Stearns 2005 - 2008
Education
Boğaziçi University
Jeff Marcus's Bear Stearns Experience August 1993 - July 2008
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald May 2010 - Present
BNP Paribas 2009 - 2010
Bear Stearns August 1993 - July 2008
I/B/E/S Inc. 1990 - 1993
Skills
Risk Mangement, Credit, Capital Markets, Risk Management, Hedge Funds, Fixed Income, Equities, Options
Education
Boston University 1986 — 1990
BSBA, Accounting & Finance
Boston University Questrom School of Business 1986 — 1990
BSBA, Accounting, Finance
Cantor Fitzgerald May 2010 - Present
BNP Paribas 2009 - 2010
Bear Stearns August 1993 - July 2008
I/B/E/S Inc. 1990 - 1993
Skills
Risk Mangement, Credit, Capital Markets, Risk Management, Hedge Funds, Fixed Income, Equities, Options
Education
Boston University 1986 — 1990
BSBA, Accounting & Finance
Boston University Questrom School of Business 1986 — 1990
BSBA, Accounting, Finance
Theresa Davido's Bear Stearns Experience 1997 - 1998
Job Program Manager at IBM
Industry Information Technology and Services
Experience
IBM June 2014 - Present
IBM July 2007 - June 2014
IBM 2005 - 2007
IBM 2001 - 2002
IBM 1998 - 2000
Bear Stearns 1997 - 1998
Wampole Laboratories 1996 - 1997
Ortho Diagnostic Systems 1994 - 1995
Zeus Scientific, Inc. 1991 - 1994
Skills
Proposal Writing, Editing, Technical Writing, Customer Satisfaction, Customer Relations, Project Management, Project Planning, Project Coordination, Analysis, Outsourcing, Customer Service, Technical Support, Software Documentation, Program Management, CRM, MS Project, Team Leadership, Management, Team Building, IT Outsourcing, Leadership, Cross-functional Team..., RFP, Service Delivery, Integration, Process Improvement, Vendor Management, Data Analysis, IT Service Management
Education
The Chubb Institute 1997 — 1998
Data Center Support
Bloomsburg University of Pennsylvania 1987 — 1991
BS, Biology, Chemistry
IBM June 2014 - Present
IBM July 2007 - June 2014
IBM 2005 - 2007
IBM 2001 - 2002
IBM 1998 - 2000
Bear Stearns 1997 - 1998
Wampole Laboratories 1996 - 1997
Ortho Diagnostic Systems 1994 - 1995
Zeus Scientific, Inc. 1991 - 1994
Skills
Proposal Writing, Editing, Technical Writing, Customer Satisfaction, Customer Relations, Project Management, Project Planning, Project Coordination, Analysis, Outsourcing, Customer Service, Technical Support, Software Documentation, Program Management, CRM, MS Project, Team Leadership, Management, Team Building, IT Outsourcing, Leadership, Cross-functional Team..., RFP, Service Delivery, Integration, Process Improvement, Vendor Management, Data Analysis, IT Service Management
Education
The Chubb Institute 1997 — 1998
Data Center Support
Bloomsburg University of Pennsylvania 1987 — 1991
BS, Biology, Chemistry
Henry Boeckmann's Bear Stearns Experience October 2002 - March 2005
Job Director at True North Management
Industry Real Estate
Experience
True North Management Group, LLC October 2011 - Present
TD Bank April 2005 - October 2011
Bear Stearns October 2002 - March 2005
Henry Boeckmann Jr. & Associates, Inc May 1993 - April 2002
Skills
Finance, Investment Properties, High Yield, Financial Modeling, Investments, Due Diligence
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Bowdoin College 1989 — 1993
AB, economics
True North Management Group, LLC October 2011 - Present
TD Bank April 2005 - October 2011
Bear Stearns October 2002 - March 2005
Henry Boeckmann Jr. & Associates, Inc May 1993 - April 2002
Skills
Finance, Investment Properties, High Yield, Financial Modeling, Investments, Due Diligence
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Bowdoin College 1989 — 1993
AB, economics
Christian Radev's Bear Stearns Experience May 2007 - August 2007
Job Investment Banking Summer Associate at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
Stephens Inc. October 2011 - June 2014
Madison Williams and Company 2011 - 2011
Bear Stearns May 2007 - August 2007
Skills
Investment Banking, Equity Research, Financial Modeling, Valuation, Equities, Series 7, Capital Markets, FactSet, Bloomberg, Capital IQ, Financial Statement..., Oil & Gas
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Energy Finance and Management
Vanderbilt University 2009 — 2010
Master of Science, Finance
Boston University Questrom School of Business 2005 — 2008
BSBA Finance and Accounting, Finance/Accounting
Deutsche Bank June 2015 - Present
Stephens Inc. October 2011 - June 2014
Madison Williams and Company 2011 - 2011
Bear Stearns May 2007 - August 2007
Skills
Investment Banking, Equity Research, Financial Modeling, Valuation, Equities, Series 7, Capital Markets, FactSet, Bloomberg, Capital IQ, Financial Statement..., Oil & Gas
Education
The University of Texas at Austin - Red McCombs School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Energy Finance and Management
Vanderbilt University 2009 — 2010
Master of Science, Finance
Boston University Questrom School of Business 2005 — 2008
BSBA Finance and Accounting, Finance/Accounting
Michelle Rubel's Bear Stearns Experience July 1995 - December 1998
Job Sales
Industry Real Estate
Experience
Winick Realty Group September 2001 - April 2007
Donaldson, Lufkin & Jenrett January 1999 - November 2000
Bear Stearns July 1995 - December 1998
KTR Capital Partners 1991 - 1994
Skills
Brokerage, Investors, Real Estate Transactions, Equities, Real Estate, Real Estate Economics, Investment Properties, Commercial Real Estate, Corporate Real Estate
Education
Boston University Questrom School of Business 1986 — 1990
Regis College 1984 — 1986
Gulliver Preparatory 1982 — 1984
high school, 11-12
Winick Realty Group September 2001 - April 2007
Donaldson, Lufkin & Jenrett January 1999 - November 2000
Bear Stearns July 1995 - December 1998
KTR Capital Partners 1991 - 1994
Skills
Brokerage, Investors, Real Estate Transactions, Equities, Real Estate, Real Estate Economics, Investment Properties, Commercial Real Estate, Corporate Real Estate
Education
Boston University Questrom School of Business 1986 — 1990
Regis College 1984 — 1986
Gulliver Preparatory 1982 — 1984
high school, 11-12
Andrew Guido's Bear Stearns Experience 2005 - 2007
Job Director at Gain Capital
Industry Investment Management
Experience
Gain Capital February 2009 - Present
Del Mar Asset Management 2007 - 2008
Bear Stearns 2005 - 2007
Skills
Hedge Funds, Equities, Strategy, Valuation, Corporate Development, Financial Modeling, Corporate Finance, Investment Banking, Private Equity, Capital Markets, Bloomberg, LBO, Due Diligence, Venture Capital, Fixed Income, Emerging Markets, Alternative Investments, Investments, Financial Analysis, Mergers & Acquisitions, Finance
Education
Boston University - School of Management 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Accounting, Cum Laude
Monsignor Farrell
Gain Capital February 2009 - Present
Del Mar Asset Management 2007 - 2008
Bear Stearns 2005 - 2007
Skills
Hedge Funds, Equities, Strategy, Valuation, Corporate Development, Financial Modeling, Corporate Finance, Investment Banking, Private Equity, Capital Markets, Bloomberg, LBO, Due Diligence, Venture Capital, Fixed Income, Emerging Markets, Alternative Investments, Investments, Financial Analysis, Mergers & Acquisitions, Finance
Education
Boston University - School of Management 2001 — 2005
Bachelor of Business Administration (BBA), Finance and Accounting, Cum Laude
Monsignor Farrell
Gary Price's Bear Stearns Experience May 1999 - September 2008
Job IT Sourcing and Procurement at Purdue Pharma L.P.
Industry Financial Services
Experience
Purdue Pharma L.P. June 2013 - Present
New York Life Insurance Company February 2012 - May 2013
New York Life/Prime Telecom Consulting (Consultant) November 2011 - December 2011
HCL, America June 2011 - August 2011
ADP February 2011 - May 2011
New York Life Insurance Company June 2010 - February 2011
Schering-Plough/Technisource (Consultant) April 2009 - June 2010
Merck/Schering-Plough/Technisource April 2009 - June 2010
Bear Stearns May 1999 - September 2008
Bear Stearns & Company January 1999 - January 2008
Skills
Business Analysis, Project Management, Management, Sourcing, Procurement, Asset Managment, Vendor Management, Contract Management, Purchasing, Software Development, Inventory Management, Financial Analysis, System Administration, Equities, Expense Management, PeopleSoft, Fixed Income, Executive Management, Strategic Sourcing, Trading, Ariba, Business Continuity..., Customer Service, Process Improvement, Process Scheduler, Trading Systems, Testing, Strategic Planning, Contract Negotiation, Change Management, Negotiation, Forecasting, Access, E-procurement, Cross-functional Team..., Technical Support, Supply Chain, Business Process..., Logistics, Teamwork, Outsourcing, Lotus Notes, Software Documentation, Portfolio Management, Financial Modeling, Strategy, Management Consulting, Leadership, Financial Services, Manufacturing
Education
Chubb 1998 — 1999
Chubb Institute
Fanwood Scotch Plains HS
General Studies
Bloomfield College
Certificate, Supply Chain Management
Purdue Pharma L.P. June 2013 - Present
New York Life Insurance Company February 2012 - May 2013
New York Life/Prime Telecom Consulting (Consultant) November 2011 - December 2011
HCL, America June 2011 - August 2011
ADP February 2011 - May 2011
New York Life Insurance Company June 2010 - February 2011
Schering-Plough/Technisource (Consultant) April 2009 - June 2010
Merck/Schering-Plough/Technisource April 2009 - June 2010
Bear Stearns May 1999 - September 2008
Bear Stearns & Company January 1999 - January 2008
Skills
Business Analysis, Project Management, Management, Sourcing, Procurement, Asset Managment, Vendor Management, Contract Management, Purchasing, Software Development, Inventory Management, Financial Analysis, System Administration, Equities, Expense Management, PeopleSoft, Fixed Income, Executive Management, Strategic Sourcing, Trading, Ariba, Business Continuity..., Customer Service, Process Improvement, Process Scheduler, Trading Systems, Testing, Strategic Planning, Contract Negotiation, Change Management, Negotiation, Forecasting, Access, E-procurement, Cross-functional Team..., Technical Support, Supply Chain, Business Process..., Logistics, Teamwork, Outsourcing, Lotus Notes, Software Documentation, Portfolio Management, Financial Modeling, Strategy, Management Consulting, Leadership, Financial Services, Manufacturing
Education
Chubb 1998 — 1999
Chubb Institute
Fanwood Scotch Plains HS
General Studies
Bloomfield College
Certificate, Supply Chain Management
Michael Surprenant's Bear Stearns Experience 2007 - 2007
Job Vice President at Goedecke & Company, LLC
Industry Real Estate
Experience
Goedecke & Company, LLC 2008 - Present
Bear Stearns 2007 - 2007
Education
Boston College 1989 — 1993
Goedecke & Company, LLC 2008 - Present
Bear Stearns 2007 - 2007
Education
Boston College 1989 — 1993
Robert Kanzer's Bear Stearns Experience July 2001 - August 2003
Job Director at Prager & Co., LLC
Industry Investment Banking
Experience
Prager & Co., LLC May 2013 - Present
Prager & Co., LLC April 2012 - April 2013
Citi January 2011 - December 2011
Citi January 2007 - January 2011
Citi November 2004 - January 2007
First Albany Capital August 2003 - November 2004
Bear Stearns July 2001 - August 2003
Skills
ALM, Enterprise Risk..., Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Bonds, Derivatives, Bloomberg, Financial Analysis, Credit Analysis, Portfolio Management, Higher Education, Municipal Bonds, Financial Structuring, Financial Markets, Finance, Securities, Structured Finance, Hedge Funds, Financial Risk, Equities, Interest Rate...
Education
Boston University - School of Management 1997 — 2001
Bachelor of Science in Business Administration, Finance
Baldwin Senior High School 1993 — 1997
Prager & Co., LLC May 2013 - Present
Prager & Co., LLC April 2012 - April 2013
Citi January 2011 - December 2011
Citi January 2007 - January 2011
Citi November 2004 - January 2007
First Albany Capital August 2003 - November 2004
Bear Stearns July 2001 - August 2003
Skills
ALM, Enterprise Risk..., Investment Banking, Fixed Income, Capital Markets, Financial Modeling, Bonds, Derivatives, Bloomberg, Financial Analysis, Credit Analysis, Portfolio Management, Higher Education, Municipal Bonds, Financial Structuring, Financial Markets, Finance, Securities, Structured Finance, Hedge Funds, Financial Risk, Equities, Interest Rate...
Education
Boston University - School of Management 1997 — 2001
Bachelor of Science in Business Administration, Finance
Baldwin Senior High School 1993 — 1997
John A. McCabe's Bear Stearns Experience 1991 - 1996
Job Director of Compliance at ACDS, Inc.
Industry Nonprofit Organization Management
Experience
Association for Children with Down Syndrome February 2009 - Present
UBS 2005 - June 2008
Alliance Capital Management 2004 - 2005
Pfizer Consumer Healthcare 2004 - 2004
American Home Mortgage 2003 - 2004
IBM Global Business Services 2002 - 2003
FleetBoston Financial 2001 - 2002
JP Morgan 1996 - 2001
Bear Stearns 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Operational Risk..., Financial Audits, Enterprise Risk..., Risk Management, Operational Risk, Securities, Financial Risk, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, AML, Due Diligence, Sarbanes-Oxley Act, Bento, Balanced Scorecard, LinkedIn, Dropbox, Apple Numbers, Keynote, Dragon Naturally..., Nonprofit Technology
Education
Boston College 1981 — 1985
BS, Finance & Accounting
Braintree High School 1978 — 1981
High School Diploma
Association for Children with Down Syndrome February 2009 - Present
UBS 2005 - June 2008
Alliance Capital Management 2004 - 2005
Pfizer Consumer Healthcare 2004 - 2004
American Home Mortgage 2003 - 2004
IBM Global Business Services 2002 - 2003
FleetBoston Financial 2001 - 2002
JP Morgan 1996 - 2001
Bear Stearns 1991 - 1996
Coopers & Lybrand 1989 - 1991
Skills
Operational Risk..., Financial Audits, Enterprise Risk..., Risk Management, Operational Risk, Securities, Financial Risk, Asset Managment, Capital Markets, Derivatives, Fixed Income, Equities, AML, Due Diligence, Sarbanes-Oxley Act, Bento, Balanced Scorecard, LinkedIn, Dropbox, Apple Numbers, Keynote, Dragon Naturally..., Nonprofit Technology
Education
Boston College 1981 — 1985
BS, Finance & Accounting
Braintree High School 1978 — 1981
High School Diploma
Bruce Slater's Bear Stearns Experience 2004 - 2008
Job Senior Managing DirectorHead of Wealth Management at Gilford Securities
Industry Financial Services
Experience
Gilford Securities February 2015 - Present
Dominick & Dominick LLC January 2012 - January 2015
RBS Citizens 2008 - 2010
Bear Stearns 2004 - 2008
Credit Suisse-Donaldson Lufkin Jenrette 1990 - 2004
Skills
Capital Markets, Equities, Wealth Management, Securities, Series 7, Finance, Fixed Income, Portfolio Management, Investments, Management, Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Asset Management
Education
Cornell University - Johnson Graduate School of Management
MBA
Brandeis University
BA
Gilford Securities February 2015 - Present
Dominick & Dominick LLC January 2012 - January 2015
RBS Citizens 2008 - 2010
Bear Stearns 2004 - 2008
Credit Suisse-Donaldson Lufkin Jenrette 1990 - 2004
Skills
Capital Markets, Equities, Wealth Management, Securities, Series 7, Finance, Fixed Income, Portfolio Management, Investments, Management, Investment Banking, Hedge Funds, Alternative Investments, Private Equity, Asset Management
Education
Cornell University - Johnson Graduate School of Management
MBA
Brandeis University
BA
Jim Rasmussen's Bear Stearns Experience June 2007 - June 2008
Job Regional Vice President, at Bacterin International, Inc.
Industry Health, Wellness and Fitness
Experience
Bacterin International, Inc. July 2009 - Present
Pegasus Biologics June 2008 - May 2009
Bear Stearns June 2007 - June 2008
HSBC Mortgage Services July 2001 - June 2007
Skills
Medical Devices, Account Management, New Business Development, Sales Management, Sales, Capital Equipment, Operating Room, Cold Calling, Surgical Instruments, Hospitals, Strategic Planning
Education
Bradley University 1993 — 1997
Bachelor of Science (BS), Accounting
Bacterin International, Inc. July 2009 - Present
Pegasus Biologics June 2008 - May 2009
Bear Stearns June 2007 - June 2008
HSBC Mortgage Services July 2001 - June 2007
Skills
Medical Devices, Account Management, New Business Development, Sales Management, Sales, Capital Equipment, Operating Room, Cold Calling, Surgical Instruments, Hospitals, Strategic Planning
Education
Bradley University 1993 — 1997
Bachelor of Science (BS), Accounting
Valerie DeMay Jalon's Bear Stearns Experience February 1999 - May 2008
Job Director, Institutional Equities at Barclays
Industry Financial Services
Experience
Barclays Capital May 2009 - Present
JPMorgan June 2008 - January 2009
Bear Stearns February 1999 - May 2008
Skills
Capital Markets, Equities, Series 7, Valuation, Fixed Income, Hedge Funds
Education
Boston University 1995 — 1996
Northwestern University 1991 — 1995
Barclays Capital May 2009 - Present
JPMorgan June 2008 - January 2009
Bear Stearns February 1999 - May 2008
Skills
Capital Markets, Equities, Series 7, Valuation, Fixed Income, Hedge Funds
Education
Boston University 1995 — 1996
Northwestern University 1991 — 1995
Erin Gilroy's Bear Stearns Experience July 2007 - June 2008
Job Vice President at Dalton, Greiner, Hartman, Maher & Co., LLC
Industry Financial Services
Experience
Dalton, Greiner, Hartman, Maher & Co., LLC March 2011 - Present
Third Avenue Management February 2009 - March 2011
Mondiale Partners LLC May 2008 - January 2009
Bear Stearns July 2007 - June 2008
Stanfield Capital Partners February 2002 - June 2006
Skills
Alternative Investments, Equities, Investments, Hedge Funds, Capital Markets, Portfolio Management, Bloomberg, Asset Management, Fixed Income, Finance, Financial Modeling, Series 7, Mutual Funds, Private Equity, Financial Analysis, Asset Allocation, Investment Banking, Financial Markets
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA, Finance and Investments
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor's degree, Business and Economics
Dalton, Greiner, Hartman, Maher & Co., LLC March 2011 - Present
Third Avenue Management February 2009 - March 2011
Mondiale Partners LLC May 2008 - January 2009
Bear Stearns July 2007 - June 2008
Stanfield Capital Partners February 2002 - June 2006
Skills
Alternative Investments, Equities, Investments, Hedge Funds, Capital Markets, Portfolio Management, Bloomberg, Asset Management, Fixed Income, Finance, Financial Modeling, Series 7, Mutual Funds, Private Equity, Financial Analysis, Asset Allocation, Investment Banking, Financial Markets
Education
University of Notre Dame - Mendoza College of Business 2006 — 2007
MBA, Finance and Investments
Bloomsburg University of Pennsylvania 1996 — 2000
Bachelor's degree, Business and Economics
Maurice Iragorri's Bear Stearns Experience July 2004 - June 2008
Job Account Executive Technology Solutions
Industry Capital Markets
Experience
ION Trading 2011 - Present
Forefront Capital 2009 - 2011
JP Morgan March 2008 - June 2009
Bear Stearns July 2004 - June 2008
Eze Castle Software 2002 - 2004
Education
University of Florida 2014 — 2016
Master of Business Administration (MBA), Business and Management, 4.0
New York Institute of Finance 2009 — 2011
Professional Certificate, Securities Analysis, Technical Analysis, Portfolio Management, Wealth Management
Boston College 1997 — 2001
B.S., Business and Computer Information Systems
Pine Crest School 1993 — 1997
ION Trading 2011 - Present
Forefront Capital 2009 - 2011
JP Morgan March 2008 - June 2009
Bear Stearns July 2004 - June 2008
Eze Castle Software 2002 - 2004
Education
University of Florida 2014 — 2016
Master of Business Administration (MBA), Business and Management, 4.0
New York Institute of Finance 2009 — 2011
Professional Certificate, Securities Analysis, Technical Analysis, Portfolio Management, Wealth Management
Boston College 1997 — 2001
B.S., Business and Computer Information Systems
Pine Crest School 1993 — 1997
Russ Bartlett's Bear Stearns Experience May 2004 - June 2008
Job Fixed Income Sales Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2011 - Present
J.P. Morgan June 2008 - May 2011
Bear Stearns May 2004 - June 2008
Education
St. Lawrence University 1999 — 2003
Boston University 1997 — 1999
Phillips Exeter Academy 1993 — 1997
Deutsche Bank May 2011 - Present
J.P. Morgan June 2008 - May 2011
Bear Stearns May 2004 - June 2008
Education
St. Lawrence University 1999 — 2003
Boston University 1997 — 1999
Phillips Exeter Academy 1993 — 1997
Hong (Harry) Zhang's Bear Stearns Experience May 2002 - June 2008
Job Seasoned Manager in Market and Quantitative Risk Management and Valuation Control
Industry Financial Services
Experience
RBC Capital Markets 2010 - Present
JP Morgan June 2008 - April 2009
Bear Stearns May 2002 - June 2008
Bank of New York June 1997 - May 2002
Skills
Market Risk Management, Quantitative Risk, Valuation Control, VAR, Risk Mitigation and..., Stress Analysis, PnL Attribution, Interest Rate..., FX Derivatives, Credit Derivatives, Equity Derivatives, Fixed Income, Equities, HY and IG Bonds and..., Commodity, Risk Management, Risk Analytics, High Yield Bonds, Enterprise Risk..., Derivatives, Market Risk
Education
Boston College
PhD, Physics
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
RBC Capital Markets 2010 - Present
JP Morgan June 2008 - April 2009
Bear Stearns May 2002 - June 2008
Bank of New York June 1997 - May 2002
Skills
Market Risk Management, Quantitative Risk, Valuation Control, VAR, Risk Mitigation and..., Stress Analysis, PnL Attribution, Interest Rate..., FX Derivatives, Credit Derivatives, Equity Derivatives, Fixed Income, Equities, HY and IG Bonds and..., Commodity, Risk Management, Risk Analytics, High Yield Bonds, Enterprise Risk..., Derivatives, Market Risk
Education
Boston College
PhD, Physics
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
Jay Semsel's Bear Stearns Experience July 2007 - June 2008
Job Hedge Accounting Solution Manager at Murex
Industry Accounting
Experience
Murex April 2012 - Present
AIG June 2008 - April 2012
Bear Stearns July 2007 - June 2008
Principia Partners April 2005 - July 2007
Wall Street Systems May 2000 - April 2005
HVB September 1997 - May 2000
Tokai Bank, NY Branch August 1996 - September 1997
Chase Manhattan Bank, NA July 1993 - August 1996
Skills
Financial Reporting, Fixed Income, Derivatives, FASB, CPA, Financial Accounting, Accounting, Capital Markets, Financial Modeling, Financial Instruments, Financial Analysis, Investment Banking, Portfolio Management, Securities, Credit, Financial Risk, Hedging, Leadership, FAS 133, Due Diligence, Equities, Financial Statements, FX Options, Hedge Accounting, Banking, Analysis, Budgets, Corporate Finance, Risk Management, Management, Process Improvement, Consolidation, Valuation, Forecasting, Financial Services, Account Reconciliation, Finance, FAS 157, Financial Structuring, Payroll, Hedge Funds, SDLC, Trading
Education
Boston University - School of Management 1986 — 1990
Bachelor of Science (BS), Accounting
Murex April 2012 - Present
AIG June 2008 - April 2012
Bear Stearns July 2007 - June 2008
Principia Partners April 2005 - July 2007
Wall Street Systems May 2000 - April 2005
HVB September 1997 - May 2000
Tokai Bank, NY Branch August 1996 - September 1997
Chase Manhattan Bank, NA July 1993 - August 1996
Skills
Financial Reporting, Fixed Income, Derivatives, FASB, CPA, Financial Accounting, Accounting, Capital Markets, Financial Modeling, Financial Instruments, Financial Analysis, Investment Banking, Portfolio Management, Securities, Credit, Financial Risk, Hedging, Leadership, FAS 133, Due Diligence, Equities, Financial Statements, FX Options, Hedge Accounting, Banking, Analysis, Budgets, Corporate Finance, Risk Management, Management, Process Improvement, Consolidation, Valuation, Forecasting, Financial Services, Account Reconciliation, Finance, FAS 157, Financial Structuring, Payroll, Hedge Funds, SDLC, Trading
Education
Boston University - School of Management 1986 — 1990
Bachelor of Science (BS), Accounting
Ken Masotti's Bear Stearns Experience June 2003 - August 2008
Job Evercore Partners Inc.
Industry Law Practice
Experience
Evercore Partners Inc. February 2010 - Present
Dechert LLP January 2009 - December 2009
Bear Stearns June 2003 - August 2008
Morgan Stanley & Co. January 2001 - October 2002
Shearman and Sterling August 1994 - December 2000
Education
Boston College Law School 1991 — 1994
J.D.
University of Virginia 1981 — 1985
BS, McIntire School of Commerce
Evercore Partners Inc. February 2010 - Present
Dechert LLP January 2009 - December 2009
Bear Stearns June 2003 - August 2008
Morgan Stanley & Co. January 2001 - October 2002
Shearman and Sterling August 1994 - December 2000
Education
Boston College Law School 1991 — 1994
J.D.
University of Virginia 1981 — 1985
BS, McIntire School of Commerce
Lynn O'Neill's Bear Stearns Experience 1987 - 2008
Job Managing Director Government Affairs at RBS Global Banking & Markets
Industry Legislative Office
Experience
RBS Securities June 2009 - September 2012
Bear Stearns 1987 - 2008
American Institute of Certified Public Accountant 1982 - 1987
Coopers & Lybrand 1979 - 1982
Mobil Oil 1978 - 1979
American Institute of Certified Public Accountants 1974 - 1978
Coopers & Lybrand 1969 - 1974
Skills
Accounting, Legislation, Banking, Capital Markets, Hedge Funds, Securities, Investment Banking, Equities, Prime Brokerage, Private Equity, Auditing, Legislative Relations, Financial Services, Mergers & Acquisitions
Education
Bloomsburg University of Pennsylvania 1965 — 1969
BS in Education, Business Education with a major in Accounting
Scranton Central High School 1961 — 1965
RBS Securities June 2009 - September 2012
Bear Stearns 1987 - 2008
American Institute of Certified Public Accountant 1982 - 1987
Coopers & Lybrand 1979 - 1982
Mobil Oil 1978 - 1979
American Institute of Certified Public Accountants 1974 - 1978
Coopers & Lybrand 1969 - 1974
Skills
Accounting, Legislation, Banking, Capital Markets, Hedge Funds, Securities, Investment Banking, Equities, Prime Brokerage, Private Equity, Auditing, Legislative Relations, Financial Services, Mergers & Acquisitions
Education
Bloomsburg University of Pennsylvania 1965 — 1969
BS in Education, Business Education with a major in Accounting
Scranton Central High School 1961 — 1965
Nicholas Tribuzio's Bear Stearns Experience April 2002 - March 2008
Job Financial Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan March 2008 - Present
Bear Stearns April 2002 - March 2008
Deutsche Bank Securities January 2000 - June 2002
Skills
Capital Markets, Investment Banking, Derivatives, Bloomberg, Securities, Fixed Income, Hedge Funds, Trading, Equities, Investments, Structured Products, Valuation, Portfolio Management, Alternative Investments, Asset Management, Finance, Financial Modeling, Risk Management, Bonds, Financial Markets, Structured Finance, Credit, Series 7, Financial Analysis, Private Equity, Options
Education
Boston University 1987 — 1991
BA, Economics
J.P. Morgan March 2008 - Present
Bear Stearns April 2002 - March 2008
Deutsche Bank Securities January 2000 - June 2002
Skills
Capital Markets, Investment Banking, Derivatives, Bloomberg, Securities, Fixed Income, Hedge Funds, Trading, Equities, Investments, Structured Products, Valuation, Portfolio Management, Alternative Investments, Asset Management, Finance, Financial Modeling, Risk Management, Bonds, Financial Markets, Structured Finance, Credit, Series 7, Financial Analysis, Private Equity, Options
Education
Boston University 1987 — 1991
BA, Economics
Bernie Leddy's Bear Stearns Experience 2002 - 2008
Job Director Compliance Global Issues Management at HSBC
Industry Financial Services
Experience
HSBC May 2011 - Present
Barclays Capital February 2008 - May 2011
Bear Stearns 2002 - 2008
Skills
AML, Internal Audit, Compliance, Risk Assessment, KYC, Corporate Governance, Audit, Series 7, Internal Controls, Enterprise Risk..., Compliance Audits, OFAC, Auditing, Compliance Management
Education
Bloomsburg University of Pennsylvania 1989 — 1993
HSBC May 2011 - Present
Barclays Capital February 2008 - May 2011
Bear Stearns 2002 - 2008
Skills
AML, Internal Audit, Compliance, Risk Assessment, KYC, Corporate Governance, Audit, Series 7, Internal Controls, Enterprise Risk..., Compliance Audits, OFAC, Auditing, Compliance Management
Education
Bloomsburg University of Pennsylvania 1989 — 1993
Ari Dach's Bear Stearns Experience June 2006 - June 2008
Job Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank May 2010 - Present
Harbert Management Corporation July 2008 - November 2009
Bear Stearns June 2006 - June 2008
Education
Boston University Questrom School of Business 2002 — 2006
Deutsche Bank May 2010 - Present
Harbert Management Corporation July 2008 - November 2009
Bear Stearns June 2006 - June 2008
Education
Boston University Questrom School of Business 2002 — 2006
Diana Binet's Bear Stearns Experience April 2007 - September 2008
Job Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch August 2011 - Present
BGC Partners October 2009 - September 2011
Van der Moolen September 2008 - March 2009
Bear Stearns April 2007 - September 2008
Morgan Stanley 2003 - 2007
Education
Boston College 1999 — 2003
Merrill Lynch August 2011 - Present
BGC Partners October 2009 - September 2011
Van der Moolen September 2008 - March 2009
Bear Stearns April 2007 - September 2008
Morgan Stanley 2003 - 2007
Education
Boston College 1999 — 2003
Liz Hutchins's Bear Stearns Experience April 1997 - March 2009
Job Managing Director at Bear Stearns
Industry Banking
Experience
Bear Stearns April 1997 - March 2009
Deloitte & Touche September 1991 - April 1997
Education
Boston University Questrom School of Business 1987 — 1991
Bear Stearns April 1997 - March 2009
Deloitte & Touche September 1991 - April 1997
Education
Boston University Questrom School of Business 1987 — 1991
Pedro Dominguez's Bear Stearns Experience April 2007 - June 2008
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Wells Fargo Securities May 2012 - August 2014
Lava Trading, Citigroup August 2011 - May 2012
UBS Investment Bank June 2008 - July 2011
Bear Stearns April 2007 - June 2008
Citigroup August 2003 - April 2007
Lucent Technologies August 1998 - April 2003
Skills
Unix, C, C++, Linux, Solaris, Multithreading, Sockets, Multicast, TCP/UDP, Market Data, Perl, Equities, Order Management, Trading Systems, Low Latency
Education
Boston University 1996 — 1998
MS
Pontificia Universidad Católica del Perú
BS
Wells Fargo Securities May 2012 - August 2014
Lava Trading, Citigroup August 2011 - May 2012
UBS Investment Bank June 2008 - July 2011
Bear Stearns April 2007 - June 2008
Citigroup August 2003 - April 2007
Lucent Technologies August 1998 - April 2003
Skills
Unix, C, C++, Linux, Solaris, Multithreading, Sockets, Multicast, TCP/UDP, Market Data, Perl, Equities, Order Management, Trading Systems, Low Latency
Education
Boston University 1996 — 1998
MS
Pontificia Universidad Católica del Perú
BS
Diane Dolce's Bear Stearns Experience April 2007 - June 2008
Job Senior Vice President at Capital One Bank
Industry Banking
Experience
Capital One Bank July 2008 - Present
Bear Stearns April 2007 - June 2008
Bank of America February 1993 - April 2007
Skills
Commercial Lending, Credit Analysis, Financial Analysis, Banking
Education
Seton Hall University 1992 — 1997
MBA, Finance
Bloomsburg University of Pennsylvania 1988 — 1992
BS, Business Management
High Point High School
Capital One Bank July 2008 - Present
Bear Stearns April 2007 - June 2008
Bank of America February 1993 - April 2007
Skills
Commercial Lending, Credit Analysis, Financial Analysis, Banking
Education
Seton Hall University 1992 — 1997
MBA, Finance
Bloomsburg University of Pennsylvania 1988 — 1992
BS, Business Management
High Point High School
Jennifer Lum Ng's Bear Stearns Experience June 2000 - May 2004
Job Vice President at Neuberger Berman Wealth Management
Industry Financial Services
Experience
Neuberger Berman Wealth Management 2006 - Present
Lehman Brothers May 2004 - November 2006
Bear Stearns June 2000 - May 2004
Skills
Fixed Income, Equities, Capital Markets, Alternative Investments, Derivatives, Securities
Education
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance
Neuberger Berman Wealth Management 2006 - Present
Lehman Brothers May 2004 - November 2006
Bear Stearns June 2000 - May 2004
Skills
Fixed Income, Equities, Capital Markets, Alternative Investments, Derivatives, Securities
Education
Boston University Questrom School of Business 1996 — 2000
BSBA, Finance
Dave Kashetta's Bear Stearns Experience May 2006 - October 2008
Job Director at RBC Capital Markets
Industry Financial Services
Experience
RBC October 2014 - Present
Nomura Securities May 2011 - Present
BNP Paribas October 2008 - July 2011
Bear Stearns May 2006 - October 2008
Education
Boston College
RBC October 2014 - Present
Nomura Securities May 2011 - Present
BNP Paribas October 2008 - July 2011
Bear Stearns May 2006 - October 2008
Education
Boston College
Baron Silverstein's Bear Stearns Experience August 1989 - May 2008
Job Managing Director at Bank of America Securities
Industry Investment Banking
Experience
Banc of America Securities January 2009 - Present
Merrill Lynch December 2008 - December 2008
JP Morgan June 2008 - December 2008
Bear Stearns August 1989 - May 2008
Education
Boston University 1985 — 1989
Banc of America Securities January 2009 - Present
Merrill Lynch December 2008 - December 2008
JP Morgan June 2008 - December 2008
Bear Stearns August 1989 - May 2008
Education
Boston University 1985 — 1989
Roger Kim's Bear Stearns Experience April 1998 - June 2008
Job at BNP Paribas
Industry Capital Markets
Experience
BNP Paribas February 2010 - Present
StormHarbour Securities 2009 - January 2010
Bear Stearns April 1998 - June 2008
Prudential Capital Group August 1997 - April 1998
Education
Boston College
BNP Paribas February 2010 - Present
StormHarbour Securities 2009 - January 2010
Bear Stearns April 1998 - June 2008
Prudential Capital Group August 1997 - April 1998
Education
Boston College
Kathleen Cowan's Bear Stearns Experience October 2005 - June 2008
Job Analyst at RBC
Industry Capital Markets
Experience
RBC July 2008 - Present
Bear Stearns October 2005 - June 2008
Education
Boston College 2001 — 2005
BA, Economics
RBC July 2008 - Present
Bear Stearns October 2005 - June 2008
Education
Boston College 2001 — 2005
BA, Economics
Jason Drucker's Bear Stearns Experience May 2005 - June 2008
Job Vice President of Sales at Fabrication Enterprises
Industry Health, Wellness and Fitness
Experience
Fabrication Enterprises October 2008 - Present
Bear Stearns May 2005 - June 2008
American Express Financial Advisors June 2002 - October 2004
Skills
Sales, Analytics, Marketing, Marketing Strategy, Sales Presentations, Pricing, E-commerce, Management, Time Management, Finance
Education
Boston University Questrom School of Business 1998 — 2002
BSBA, General Management, Finance
Fabrication Enterprises October 2008 - Present
Bear Stearns May 2005 - June 2008
American Express Financial Advisors June 2002 - October 2004
Skills
Sales, Analytics, Marketing, Marketing Strategy, Sales Presentations, Pricing, E-commerce, Management, Time Management, Finance
Education
Boston University Questrom School of Business 1998 — 2002
BSBA, General Management, Finance
Abhijit Shee's Bear Stearns Experience July 2003 - June 2008
Job Vice President at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase July 2009 - Present
Barclays Capital December 2008 - July 2009
Bear Stearns July 2003 - June 2008
Lehman Brothers 2008 - 2008
Deutsche Bank Securities August 2001 - June 2003
Scient June 2000 - June 2001
Sapient January 1994 - May 2000
Education
Boston University 1990 — 1993
M.S
Indian Institute of Technology, Kharagpur 1986 — 1990
B.Tech (Hons.)
DAV Jawahar Vidya Mandir, Ranchi 1974 — 1986
High School, English, Physics, Mathematics, Chemistry
JP Morgan Chase July 2009 - Present
Barclays Capital December 2008 - July 2009
Bear Stearns July 2003 - June 2008
Lehman Brothers 2008 - 2008
Deutsche Bank Securities August 2001 - June 2003
Scient June 2000 - June 2001
Sapient January 1994 - May 2000
Education
Boston University 1990 — 1993
M.S
Indian Institute of Technology, Kharagpur 1986 — 1990
B.Tech (Hons.)
DAV Jawahar Vidya Mandir, Ranchi 1974 — 1986
High School, English, Physics, Mathematics, Chemistry
Ike Papadopoulos's Bear Stearns Experience 2000 - 2001
Job Director at TD Securities
Industry Banking
Experience
TD Securities June 2013 - Present
Northeastern University - Graduate School of Business Administration February 2014 - Present
TD Bank April 2010 - June 2013
Piper Jaffray & Co. September 2006 - 2010
Massachusetts Health and Educational Facilities Authority January 2005 - September 2006
Massachusetts Bay Transportation Authority July 2001 - December 2004
Bear Stearns 2000 - 2001
Skills
Financial Analysis, Managerial Finance, Strategic Planning, Financial Modeling, Budgets, Financial Reporting, Process Improvement, Capital Budgeting, Risk Management, Non-profits, Cash Management, Strategic Financial..., Finance, Capital Markets, Investment Banking, Loans, Bonds, Corporate Finance, Commercial Banking, Credit, Fundraising, Credit Analysis, Banking, Project Finance, Commercial Lending, Structured Finance, Fixed Income, Accounting, Mortgage Lending, Investments, Mergers & Acquisitions, Business Development, Due Diligence, Financial Structuring
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
MSF, Finance
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MBA, Supply Chain Management
Kingston University 1994 — 1998
BA, Business Administration
TD Securities June 2013 - Present
Northeastern University - Graduate School of Business Administration February 2014 - Present
TD Bank April 2010 - June 2013
Piper Jaffray & Co. September 2006 - 2010
Massachusetts Health and Educational Facilities Authority January 2005 - September 2006
Massachusetts Bay Transportation Authority July 2001 - December 2004
Bear Stearns 2000 - 2001
Skills
Financial Analysis, Managerial Finance, Strategic Planning, Financial Modeling, Budgets, Financial Reporting, Process Improvement, Capital Budgeting, Risk Management, Non-profits, Cash Management, Strategic Financial..., Finance, Capital Markets, Investment Banking, Loans, Bonds, Corporate Finance, Commercial Banking, Credit, Fundraising, Credit Analysis, Banking, Project Finance, Commercial Lending, Structured Finance, Fixed Income, Accounting, Mortgage Lending, Investments, Mergers & Acquisitions, Business Development, Due Diligence, Financial Structuring
Education
Boston College - Wallace E. Carroll Graduate School of Management 2012 — 2016
MSF, Finance
D'Amore-McKim School of Business at Northeastern University 1998 — 2000
MBA, Supply Chain Management
Kingston University 1994 — 1998
BA, Business Administration
Jennifer Bogner's Bear Stearns Experience May 1996 - June 2008
Job Independent Law Practice Professional
Industry Law Practice
Experience
Bear Stearns May 1996 - June 2008
Cadwalader, Wickersham & Taft LLP April 1994 - May 1996
Hawkins Delafield & Wood LLP September 1990 - April 1994
Education
Maurice A. Deane School of Law at Hofstra University 1987 — 1990
JD
Brandeis University 1983 — 1987
BA, Economics
Bear Stearns May 1996 - June 2008
Cadwalader, Wickersham & Taft LLP April 1994 - May 1996
Hawkins Delafield & Wood LLP September 1990 - April 1994
Education
Maurice A. Deane School of Law at Hofstra University 1987 — 1990
JD
Brandeis University 1983 — 1987
BA, Economics
Frederic Rosenberg's Bear Stearns Experience 1997 - 1999
Job Consultant Structured Finance Group at Katten Muchin Rosenman LLP
Industry Law Practice
Experience
DBRS July 2012 - Present
Katten Muchin Rosenman LLP October 2011 - Present
People Capital September 2009 - October 2011
Brown Rudnick September 2005 - July 2007
Weil Gotshal and Manges January 2002 - September 2005
Weil, Gotshal & Manges August 1999 - December 2001
Bear Stearns 1997 - 1999
Mayer Brown 1994 - 1997
Kramer Levin Naftalis & Frankel LLP October 1989 - June 1994
Skills
Structured Finance, Securitization, Securities, Bankruptcy, Restructuring, Capital Markets, Securities Regulation, Corporate Finance, Private Placements, Due Diligence, Lease Financing, Equipment Leasing, Mergers, Hedge Funds, Corporate Law, Intellectual Property, Financial Structuring, Alternative Investments, Corporate Governance
Education
Boston University School of Law 1986 — 1989
JD, Law
Boston University 1981 — 1985
BS, Communications
Great Neck South High School
DBRS July 2012 - Present
Katten Muchin Rosenman LLP October 2011 - Present
People Capital September 2009 - October 2011
Brown Rudnick September 2005 - July 2007
Weil Gotshal and Manges January 2002 - September 2005
Weil, Gotshal & Manges August 1999 - December 2001
Bear Stearns 1997 - 1999
Mayer Brown 1994 - 1997
Kramer Levin Naftalis & Frankel LLP October 1989 - June 1994
Skills
Structured Finance, Securitization, Securities, Bankruptcy, Restructuring, Capital Markets, Securities Regulation, Corporate Finance, Private Placements, Due Diligence, Lease Financing, Equipment Leasing, Mergers, Hedge Funds, Corporate Law, Intellectual Property, Financial Structuring, Alternative Investments, Corporate Governance
Education
Boston University School of Law 1986 — 1989
JD, Law
Boston University 1981 — 1985
BS, Communications
Great Neck South High School
Peter Castellano's Bear Stearns Experience 2004 - 2006
Job Attorney and Advisor for startups and entrepreneurs
Industry Legal Services
Experience
own practice April 2005 - Present
Credit Agricole CIB May 2006 - July 2014
Healthy Hand 2014 - 2014
Bear Stearns 2004 - 2006
Innovative Science Solutions 2004 - 2004
Boston Medical Center June 1995 - July 1998
Skills
Compliance, Healthcare, Corporate Law, French, Writing, Non-profits, Regulatory Affairs, Spanish, Management, Legal Writing, FDA, Securities Regulation, Financial Services, Nonprofits, Start-ups, Legal Research, Due Diligence, Risk Management, Leadership, Training, Microsoft Office, Finance
Education
Northeastern University School of Law 2000 — 2003
J.D., Law
Boston University 1993 — 1994
Masters, Journalism
Princeton University 1987 — 1991
B.A., Languages, Pre-Med
Founders Institute
Founders Institute
own practice April 2005 - Present
Credit Agricole CIB May 2006 - July 2014
Healthy Hand 2014 - 2014
Bear Stearns 2004 - 2006
Innovative Science Solutions 2004 - 2004
Boston Medical Center June 1995 - July 1998
Skills
Compliance, Healthcare, Corporate Law, French, Writing, Non-profits, Regulatory Affairs, Spanish, Management, Legal Writing, FDA, Securities Regulation, Financial Services, Nonprofits, Start-ups, Legal Research, Due Diligence, Risk Management, Leadership, Training, Microsoft Office, Finance
Education
Northeastern University School of Law 2000 — 2003
J.D., Law
Boston University 1993 — 1994
Masters, Journalism
Princeton University 1987 — 1991
B.A., Languages, Pre-Med
Founders Institute
Founders Institute
Howard Hochhauser's Bear Stearns Experience September 1996 - May 2000
Job CFO at Ancestry.com
Industry Internet
Experience
Ancestry.com January 2009 - Present
Martha Stewart Living Omnimedia May 2000 - December 2008
Bear Stearns September 1996 - May 2000
Credit Suisse First Boston March 1996 - September 1996
KPMG Peat Marwick September 1994 - February 1996
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Boston University Questrom School of Business 1988 — 1992
BS, Accounting
Ancestry.com January 2009 - Present
Martha Stewart Living Omnimedia May 2000 - December 2008
Bear Stearns September 1996 - May 2000
Credit Suisse First Boston March 1996 - September 1996
KPMG Peat Marwick September 1994 - February 1996
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Boston University Questrom School of Business 1988 — 1992
BS, Accounting
Gerardo Quinones Jr.'s Bear Stearns Experience December 2005 - May 2008
Job Data Center Operations Manager at AppNexus
Industry Information Technology and Services
Experience
AppNexus March 2013 - Present
Royal Communications Consultants February 2012 - April 2013
JP Morgan Chase June 2008 - January 2012
Bear Stearns December 2005 - May 2008
SIAC June 2001 - November 2005
Skills
Data Center, Vendor Management, Cisco IOS, Cisco Catalyst Switches, ITIL, Routers, Servers, Troubleshooting, TCP/IP, IT Operations, Cisco Technologies, Switches, Catalyst Switches, Disaster Recovery, Network Design, Network Security, IT Management, Network Engineering, WAN, LAN-WAN, IT Service Management, Technical Support, Infrastructure, Networking
Education
CUNY New York City College of Technology 2003 — 2007
Bachelor of Technology (B.Tech.), Computer Systems Networking and Telecommunications
Borough of Manhattan Community College 2003 — 2005
Computer Technology/Computer Systems Technology
New York University - Polytechnic School of Engineering 2001 — 2002
BLMHS
AppNexus March 2013 - Present
Royal Communications Consultants February 2012 - April 2013
JP Morgan Chase June 2008 - January 2012
Bear Stearns December 2005 - May 2008
SIAC June 2001 - November 2005
Skills
Data Center, Vendor Management, Cisco IOS, Cisco Catalyst Switches, ITIL, Routers, Servers, Troubleshooting, TCP/IP, IT Operations, Cisco Technologies, Switches, Catalyst Switches, Disaster Recovery, Network Design, Network Security, IT Management, Network Engineering, WAN, LAN-WAN, IT Service Management, Technical Support, Infrastructure, Networking
Education
CUNY New York City College of Technology 2003 — 2007
Bachelor of Technology (B.Tech.), Computer Systems Networking and Telecommunications
Borough of Manhattan Community College 2003 — 2005
Computer Technology/Computer Systems Technology
New York University - Polytechnic School of Engineering 2001 — 2002
BLMHS
Jacquelyn Drayton's Bear Stearns Experience January 2007 - March 2008
Job Senior Compliance Analyst at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation September 2015 - Present
Royal Bank of Canada Wealth Management June 2010 - April 2015
J.P. Morgan March 2008 - June 2010
Bear Stearns January 2007 - March 2008
E*TRADE Financial February 2006 - December 2006
Harrisdirect LLC February 2004 - January 2006
PC Financial Network (a division of Pershing LLC) / DLJdirect LLC / CSFBdirect LLC July 1993 - February 2004
Skills
Series 7, FINRA, Investments, Securities, Financial Services, Management, Equities, Series 63, Trading, Fixed Income, Series 24, Mutual Funds, Hedge Funds, Alternative Investments, Capital Markets, Options, Asset Management, Portfolio Management, Derivatives, Risk Management, Customer Service, Ablity to manage..., Detail-oriented, driven..., ability to work..., Strong work ethic, Trade Compliance, Regulatory Compliance, Compliance Oversight, KYC, CIP, Anti, Surveillance
Education
Saint Peter's University 2000 — 2003
Master of Business Administration (MBA), Finance & International Business
Boston College 1989 — 1993
Bachelor of Science (BS), Marketing
E*TRADE Financial Corporation September 2015 - Present
Royal Bank of Canada Wealth Management June 2010 - April 2015
J.P. Morgan March 2008 - June 2010
Bear Stearns January 2007 - March 2008
E*TRADE Financial February 2006 - December 2006
Harrisdirect LLC February 2004 - January 2006
PC Financial Network (a division of Pershing LLC) / DLJdirect LLC / CSFBdirect LLC July 1993 - February 2004
Skills
Series 7, FINRA, Investments, Securities, Financial Services, Management, Equities, Series 63, Trading, Fixed Income, Series 24, Mutual Funds, Hedge Funds, Alternative Investments, Capital Markets, Options, Asset Management, Portfolio Management, Derivatives, Risk Management, Customer Service, Ablity to manage..., Detail-oriented, driven..., ability to work..., Strong work ethic, Trade Compliance, Regulatory Compliance, Compliance Oversight, KYC, CIP, Anti, Surveillance
Education
Saint Peter's University 2000 — 2003
Master of Business Administration (MBA), Finance & International Business
Boston College 1989 — 1993
Bachelor of Science (BS), Marketing
David LeFort's Bear Stearns Experience January 1998 - March 2003
Job Investment Consultant
Industry Banking
Experience
PHD Capital June 2009 - Present
Bear Stearns January 1998 - March 2003
Education
Boston College 1982 — 1987
BA/BS, Computer Science/Marketing
PHD Capital June 2009 - Present
Bear Stearns January 1998 - March 2003
Education
Boston College 1982 — 1987
BA/BS, Computer Science/Marketing
Ronald Deutsch, CFA's Bear Stearns Experience January 1993 - September 2000
Job Managing Director Lebenthal Asset Management
Industry Investment Management
Experience
Lebenthal Wealth Advisors February 2015 - Present
Sage Capital Management February 2007 - October 2014
BNP Paribas November 2000 - September 2003
Bear Stearns January 1993 - September 2000
Skills
Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Equities, Fixed Income, Private Equity, Investments, Bloomberg, Investment Strategies, Securities, Trading
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, FINANCE
Binghamton University - School of Management 1975 — 1979
BS, ACCOUNTING
Lebenthal Wealth Advisors February 2015 - Present
Sage Capital Management February 2007 - October 2014
BNP Paribas November 2000 - September 2003
Bear Stearns January 1993 - September 2000
Skills
Hedge Funds, Alternative Investments, Capital Markets, Asset Managment, Equities, Fixed Income, Private Equity, Investments, Bloomberg, Investment Strategies, Securities, Trading
Education
Northwestern University - Kellogg School of Management 1979 — 1981
MBA, FINANCE
Binghamton University - School of Management 1975 — 1979
BS, ACCOUNTING
Bobby Kim's Bear Stearns Experience December 2004 - December 2006
Job
Industry Apparel & Fashion
Experience
Hutchin Hill Capital December 2010 - March 2011
Goldman Sachs March 2010 - September 2010
Sanno Point Capital Management January 2007 - August 2008
Bear Stearns December 2004 - December 2006
Standard & Poor's August 2002 - December 2004
Education
Boston College
Hutchin Hill Capital December 2010 - March 2011
Goldman Sachs March 2010 - September 2010
Sanno Point Capital Management January 2007 - August 2008
Bear Stearns December 2004 - December 2006
Standard & Poor's August 2002 - December 2004
Education
Boston College
Jeffrey Lavine's Bear Stearns Experience 1997 - 2006
Job Managing Director at UBS
Industry Real Estate
Experience
UBS October 2009 - Present
UBS August 2006 - September 2009
Bear Stearns 1997 - 2006
Education
Boston University School of Law 1988 — 1991
JD
Columbia University - Columbia Business School 1986 — 1987
MBA, Real Estate Finance and Marketing
Tufts University 1982 — 1986
BA, Economics/Political Science
UBS October 2009 - Present
UBS August 2006 - September 2009
Bear Stearns 1997 - 2006
Education
Boston University School of Law 1988 — 1991
JD
Columbia University - Columbia Business School 1986 — 1987
MBA, Real Estate Finance and Marketing
Tufts University 1982 — 1986
BA, Economics/Political Science
Lenny Crosland's Bear Stearns Experience January 1993 - August 2005
Job SURVEILLANCE COMPLIANCE ANALYST at LPL
Industry Financial Services
Experience
LPL January 2008 - Present
Bear Stearns January 1993 - August 2005
Bear Stearns January 1992 - January 1993
Bear Stearns January 1990 - January 1992
Skills
FINRA, Trading, Series 24, Equities, Financial Risk, Options, Securities, Series 63, Management, Series 7, AML, Mutual Funds, Hedge Funds, Investment Advisory, Uniform Combined State..., Alternative Investments, Financial Services, Fixed Income
Education
New York Institute Of Finance 1992 — 1993
Certificate Received, MARGIN, CREDIT CONTROL, OPTIONS
Borough of Manhattan Community College 1986 — 1988
LPL January 2008 - Present
Bear Stearns January 1993 - August 2005
Bear Stearns January 1992 - January 1993
Bear Stearns January 1990 - January 1992
Skills
FINRA, Trading, Series 24, Equities, Financial Risk, Options, Securities, Series 63, Management, Series 7, AML, Mutual Funds, Hedge Funds, Investment Advisory, Uniform Combined State..., Alternative Investments, Financial Services, Fixed Income
Education
New York Institute Of Finance 1992 — 1993
Certificate Received, MARGIN, CREDIT CONTROL, OPTIONS
Borough of Manhattan Community College 1986 — 1988
Jonathan Foster-Moore's Bear Stearns Experience May 2005 - June 2008
Job Analyst at Adage Capital
Industry Defense & Space
Experience
Adage Capital July 2008 - Present
Bear Stearns May 2005 - June 2008
Raytheon June 2002 - May 2005
Skills
Equities, Equity Research, Leadership, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Capital Markets
Education
Boston College 1998 — 2002
B.S., Finance
Adage Capital July 2008 - Present
Bear Stearns May 2005 - June 2008
Raytheon June 2002 - May 2005
Skills
Equities, Equity Research, Leadership, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Corporate Finance, Capital Markets
Education
Boston College 1998 — 2002
B.S., Finance
Luba Jabsky's Bear Stearns Experience 2006 - 2006
Job Compliance Analyst at Barclays Capital
Industry Financial Services
Experience
Barclays Capital April 2009 - Present
Boston University School of Law February 2008 - September 2009
US Securities and Exchange Commission October 2006 - May 2007
Bear Stearns 2006 - 2006
Bear Stearns 2005 - 2005
Education
Boston University School of Law 2004 — 2007
J.D., Business and Finance
Boston University 2001 — 2003
B.A., Economics
New York University 2000 — 2001
Brooklyn Technical High School
Barclays Capital April 2009 - Present
Boston University School of Law February 2008 - September 2009
US Securities and Exchange Commission October 2006 - May 2007
Bear Stearns 2006 - 2006
Bear Stearns 2005 - 2005
Education
Boston University School of Law 2004 — 2007
J.D., Business and Finance
Boston University 2001 — 2003
B.A., Economics
New York University 2000 — 2001
Brooklyn Technical High School
Frank Codey's Bear Stearns Experience February 1987 - June 2008
Job President | COO | Business Acceleration | Advisory Services to Asset Managers | Prime Brokerage | M&A
Industry Financial Services
Experience
Financial Intellect May 2015 - Present
The Colt Group, LLC July 2013 - Present
Equinox Group Distributors, LLC October 2011 - June 2013
Equinox Fund Management August 2011 - June 2013
Braver Stern & Co. April 2010 - March 2011
J.P. Morgan June 2008 - June 2009
Bear Stearns February 1987 - June 2008
Skills
Hedge Funds, Alternative Investments, Fixed Income, Investments, Due Diligence, Asset Management, Mutual Funds, Capital Markets, Securities, Financial Services, Prime Brokerage, Funding, Risk Management, COO, C-Level Leadership, C-Level Relationships, Broker-Dealer, FINRA Compliance, Streamlining..., Series 24, Financial Oversight, Financial Systems..., Financial Process..., Financial Policies &..., Operations Management, Strategic Partnerships, Financial Systems Design, Client Integration, Relationship Management, Executive Team, Internal Financial..., Executive Development, Strategic Initiatives, M&A Experience, Acquisition Integration, Mergers and Acquisitions, Global Business..., International Business..., Strategic Alliances, Strategic Relationships, Complex Sales, Revenue Streams, President, CEO, Financial Integration, High Performance Teams, Cross Selling, Resource Allocation, MBS, Strategic Consulting
Education
Boston University Questrom School of Business 1982 — 1986
Bachelor of Science (BS), Finance
Northern Highlands
Financial Intellect May 2015 - Present
The Colt Group, LLC July 2013 - Present
Equinox Group Distributors, LLC October 2011 - June 2013
Equinox Fund Management August 2011 - June 2013
Braver Stern & Co. April 2010 - March 2011
J.P. Morgan June 2008 - June 2009
Bear Stearns February 1987 - June 2008
Skills
Hedge Funds, Alternative Investments, Fixed Income, Investments, Due Diligence, Asset Management, Mutual Funds, Capital Markets, Securities, Financial Services, Prime Brokerage, Funding, Risk Management, COO, C-Level Leadership, C-Level Relationships, Broker-Dealer, FINRA Compliance, Streamlining..., Series 24, Financial Oversight, Financial Systems..., Financial Process..., Financial Policies &..., Operations Management, Strategic Partnerships, Financial Systems Design, Client Integration, Relationship Management, Executive Team, Internal Financial..., Executive Development, Strategic Initiatives, M&A Experience, Acquisition Integration, Mergers and Acquisitions, Global Business..., International Business..., Strategic Alliances, Strategic Relationships, Complex Sales, Revenue Streams, President, CEO, Financial Integration, High Performance Teams, Cross Selling, Resource Allocation, MBS, Strategic Consulting
Education
Boston University Questrom School of Business 1982 — 1986
Bachelor of Science (BS), Finance
Northern Highlands
Michael Takyi's Bear Stearns Experience 2001 - 2001
Job Media and Marketing Research Procurement Lead at Mondelēz International
Industry Consumer Goods
Experience
Kraft Foods Group and Mondelez International October 2011 - Present
Danone 2010 - 2011
Clinton Foundation 2009 - 2009
Bunge 2007 - 2008
Archer Daniels Midland 2003 - 2007
Bear Stearns 2001 - 2001
Deloitte & Touche Tax Technologies 1997 - 2001
Skills
Consumer Products, Cross-functional Team..., FMCG, Strategic Planning, Product Development, Strategic Sourcing, Business Strategy, Competitive Analysis, Procurement, Purchasing, Project Management, Value Creation, Strategy, Management, Leadership, Approvisionnement, Business Development, Negotiation, Market Research
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Boston University 1993 — 1997
Bachelor of Science (B.Sc.), Accounting and Business/Management
Kraft Foods Group and Mondelez International October 2011 - Present
Danone 2010 - 2011
Clinton Foundation 2009 - 2009
Bunge 2007 - 2008
Archer Daniels Midland 2003 - 2007
Bear Stearns 2001 - 2001
Deloitte & Touche Tax Technologies 1997 - 2001
Skills
Consumer Products, Cross-functional Team..., FMCG, Strategic Planning, Product Development, Strategic Sourcing, Business Strategy, Competitive Analysis, Procurement, Purchasing, Project Management, Value Creation, Strategy, Management, Leadership, Approvisionnement, Business Development, Negotiation, Market Research
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA), Entrepreneurship/Entrepreneurial Studies
Boston University 1993 — 1997
Bachelor of Science (B.Sc.), Accounting and Business/Management
Lindsay Brady's Bear Stearns Experience June 2007 - April 2008
Job Grant Industries
Industry Chemicals
Experience
Grant Industries February 2012 - Present
Morgan Stanley November 2010 - February 2012
Morgan Stanley April 2008 - November 2010
Bear Stearns June 2007 - April 2008
Skills
Fixed Income, Series 7, Consumer Products, Valuation, Bloomberg, Portfolio Management, Trading
Education
Boston College 2003 — 2007
BA, Mathematics
Grant Industries February 2012 - Present
Morgan Stanley November 2010 - February 2012
Morgan Stanley April 2008 - November 2010
Bear Stearns June 2007 - April 2008
Skills
Fixed Income, Series 7, Consumer Products, Valuation, Bloomberg, Portfolio Management, Trading
Education
Boston College 2003 — 2007
BA, Mathematics
Joshua Sorensen, CFA's Bear Stearns Experience 1995 - 1998
Job Private Market Investments at 1199SEIU National Benefit & Pension Funds
Industry Venture Capital & Private Equity
Experience
1199SEIU National Benefit & Pension Funds January 2014 - Present
Education Growth Partners 2012 - 2014
Leeds Equity Partners 1998 - 2011
Bear Stearns 1995 - 1998
Skills
Private Equity, Investments
Education
Bowdoin College 1991 — 1995
BA, Economics and French
Phillips Exeter Academy
1199SEIU National Benefit & Pension Funds January 2014 - Present
Education Growth Partners 2012 - 2014
Leeds Equity Partners 1998 - 2011
Bear Stearns 1995 - 1998
Skills
Private Equity, Investments
Education
Bowdoin College 1991 — 1995
BA, Economics and French
Phillips Exeter Academy
Jordana Upton's Bear Stearns Experience 2007 - 2008
Job Global Head of Human Resources at WorldQuant LLC
Industry Investment Management
Experience
WorldQuant LLC August 2014 - Present
SAC Capital July 2008 - August 2014
Bear Stearns 2007 - 2008
Credit Suisse 2002 - 2007
Skills
Talent Management, Talent Acquisition, Financial Services, Recruiting, Consulting, Change Management, Technical Recruiting
Education
Boston College 1996 — 2000
BS, Human Resources Management
Horace Greeley High School
Yorktown High School
WorldQuant LLC August 2014 - Present
SAC Capital July 2008 - August 2014
Bear Stearns 2007 - 2008
Credit Suisse 2002 - 2007
Skills
Talent Management, Talent Acquisition, Financial Services, Recruiting, Consulting, Change Management, Technical Recruiting
Education
Boston College 1996 — 2000
BS, Human Resources Management
Horace Greeley High School
Yorktown High School
Catherine Mahoney's Bear Stearns Experience 1981 - 1984
Job Risk Management Consultant at Sinclair Risk & Financial Management
Industry Financial Services
Experience
Sinclair Risk & Financial Management August 2013 - Present
Personal Risk Management Solutions September 2011 - August 2013
Kidder Peabody 1985 - 1994
Morgan Stranley May 1984 - August 1985
Bear Stearns 1981 - 1984
Skills
Risk Management, Financial Analysis, Options, Investments, Insurance, Sales, Equities, Asset Managment, Portfolio Management, Leadership, Property & Casualty..., Contract Negotiation, Strategic Planning, Business Strategy, Customer Service, Due Diligence, Team Building, Negotiation, Financial Risk, Series 7, Finance, Real Estate
Education
New York University - Leonard N. Stern School of Business 1985 — 1986
Boston College 1978 — 1981
BS, Finance
Sinclair Risk & Financial Management August 2013 - Present
Personal Risk Management Solutions September 2011 - August 2013
Kidder Peabody 1985 - 1994
Morgan Stranley May 1984 - August 1985
Bear Stearns 1981 - 1984
Skills
Risk Management, Financial Analysis, Options, Investments, Insurance, Sales, Equities, Asset Managment, Portfolio Management, Leadership, Property & Casualty..., Contract Negotiation, Strategic Planning, Business Strategy, Customer Service, Due Diligence, Team Building, Negotiation, Financial Risk, Series 7, Finance, Real Estate
Education
New York University - Leonard N. Stern School of Business 1985 — 1986
Boston College 1978 — 1981
BS, Finance
Dax Scharfstein's Bear Stearns Experience September 2006 - May 2008
Job Partner at Cassin & Cassin LLP
Industry Real Estate
Experience
Cassin & Cassin LLP August 2011 - Present
Carlton Group May 2008 - July 2011
Bear Stearns September 2006 - May 2008
Schulte Roth & Zabel LLP 2000 - 2006
Skills
Due Diligence, Real Estate Financing, Structured Finance, CMBS, Mergers, Loans, Mezzanine, Securitization, Restructuring, Joint Ventures, Disposition, Loan Origination, Commercial Mortgages, Commercial Real Estate, Real Estate Economics, Finance, Real Estate, Financial Structuring, Real Estate Transactions, Asset Managment, Acquisitions, Investments, Corporate Real Estate, Corporate Law, Mergers & Acquisitions, Private Equity, Real Estate Development, Capital Markets, Securities Regulation, Dispositions
Education
Maurice A. Deane School of Law at Hofstra University 1995 — 1998
JD, Real Estate Law
Brandeis University 1991 — 1995
History and Economics
Lawrence High School 1987 — 1991
History
Cassin & Cassin LLP August 2011 - Present
Carlton Group May 2008 - July 2011
Bear Stearns September 2006 - May 2008
Schulte Roth & Zabel LLP 2000 - 2006
Skills
Due Diligence, Real Estate Financing, Structured Finance, CMBS, Mergers, Loans, Mezzanine, Securitization, Restructuring, Joint Ventures, Disposition, Loan Origination, Commercial Mortgages, Commercial Real Estate, Real Estate Economics, Finance, Real Estate, Financial Structuring, Real Estate Transactions, Asset Managment, Acquisitions, Investments, Corporate Real Estate, Corporate Law, Mergers & Acquisitions, Private Equity, Real Estate Development, Capital Markets, Securities Regulation, Dispositions
Education
Maurice A. Deane School of Law at Hofstra University 1995 — 1998
JD, Real Estate Law
Brandeis University 1991 — 1995
History and Economics
Lawrence High School 1987 — 1991
History
Donald Byrne's Bear Stearns Experience 1991 - 2008
Job Director of Operations at BloxTrade
Industry Investment Management
Experience
Forty3North Consulting Group July 2014 - Present
NYPPEX Private Markets July 2013 - June 2015
Daiwa Capital Markets March 2011 - April 2013
GFI Group June 2010 - March 2011
Access global trading April 2009 - April 2010
JPMorgan Chase March 2008 - April 2009
Bear Stearns 1991 - 2008
Skills
Equities, Hedge Funds, Trading, Investments, Bloomberg, FINRA, Series 7, Capital Markets, Securities, Derivatives, Series 63, Series 24, series 55, Series 3, Electronic Trading, Options, Portfolio Management, Alternative Investments
Education
Boston College 1986 — 1990
bs, finance and economics
St francis xavier high school 1982 — 1986
college prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
st andrew avellino 1974 — 1982
Forty3North Consulting Group July 2014 - Present
NYPPEX Private Markets July 2013 - June 2015
Daiwa Capital Markets March 2011 - April 2013
GFI Group June 2010 - March 2011
Access global trading April 2009 - April 2010
JPMorgan Chase March 2008 - April 2009
Bear Stearns 1991 - 2008
Skills
Equities, Hedge Funds, Trading, Investments, Bloomberg, FINRA, Series 7, Capital Markets, Securities, Derivatives, Series 63, Series 24, series 55, Series 3, Electronic Trading, Options, Portfolio Management, Alternative Investments
Education
Boston College 1986 — 1990
bs, finance and economics
St francis xavier high school 1982 — 1986
college prep, College/University Preparatory and Advanced High School/Secondary Diploma Program
st andrew avellino 1974 — 1982
Jonathan Hodge's Bear Stearns Experience 2002 - 2008
Job Vice President UBS Financial Services Inc.
Industry Financial Services
Experience
UBS 2008 - Present
Bear Stearns 2002 - 2008
Skills
Social Media, Social Media Marketing, Strategic Planning, Entrepreneurship, Marketing Strategy, Marketing, Leadership, Social Networking, Strategy, Finance
Education
Boston University 1993 — 1997
Bachelor of Science (B.S.), Economics
Glastonbury Highschool 1989 — 1993
UBS 2008 - Present
Bear Stearns 2002 - 2008
Skills
Social Media, Social Media Marketing, Strategic Planning, Entrepreneurship, Marketing Strategy, Marketing, Leadership, Social Networking, Strategy, Finance
Education
Boston University 1993 — 1997
Bachelor of Science (B.S.), Economics
Glastonbury Highschool 1989 — 1993
David Trevisan's Bear Stearns Experience November 1989 - February 1991
Job Production Manager at Organic Investment SAC
Industry Financial Services
Experience
Organic Investment SAC October 2009 - Present
Moors & Cabot June 2009 - February 2012
merrill lynch May 2002 - June 2009
Fidelity Investments April 1993 - December 2001
Century Bank February 1991 - April 1993
Bear Stearns November 1989 - February 1991
Merrill Lynch October 1983 - November 1989
Skills
Insurance, Equities, Investments, Investment Advisory, Finance, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Series 7, Retirement, Portfolio Management, Retirement Planning, Trading
Education
Boston University 1973 — 1977
Bachelor's Degree, Business Administration and Management, General
Organic Investment SAC October 2009 - Present
Moors & Cabot June 2009 - February 2012
merrill lynch May 2002 - June 2009
Fidelity Investments April 1993 - December 2001
Century Bank February 1991 - April 1993
Bear Stearns November 1989 - February 1991
Merrill Lynch October 1983 - November 1989
Skills
Insurance, Equities, Investments, Investment Advisory, Finance, Wealth Management, Mutual Funds, Asset Allocation, Asset Management, Series 7, Retirement, Portfolio Management, Retirement Planning, Trading
Education
Boston University 1973 — 1977
Bachelor's Degree, Business Administration and Management, General
David Jigarjian's Bear Stearns Experience March 1995 - May 1999
Job
Industry Computer Software
Experience
Oracle December 2013 - Present
PTC April 2011 - December 2013
Progress Software December 2009 - April 2011
Progress Software July 2008 - December 2009
Progress DataDirect August 2004 - July 2008
Oracle January 2001 - August 2004
Bainco International Investors May 1999 - January 2001
Bear Stearns March 1995 - May 1999
Skills
Sales Operations, Strategic Planning, Planning Budgeting &..., Business Operations, Professional Services, Financial Analysis, Business Development, Enterprise Technology..., Enterprise Software, SaaS, Strategic Financial..., Fixed Income, Salesforce.com, Finance
Education
Boston University
B.S.
Oracle December 2013 - Present
PTC April 2011 - December 2013
Progress Software December 2009 - April 2011
Progress Software July 2008 - December 2009
Progress DataDirect August 2004 - July 2008
Oracle January 2001 - August 2004
Bainco International Investors May 1999 - January 2001
Bear Stearns March 1995 - May 1999
Skills
Sales Operations, Strategic Planning, Planning Budgeting &..., Business Operations, Professional Services, Financial Analysis, Business Development, Enterprise Technology..., Enterprise Software, SaaS, Strategic Financial..., Fixed Income, Salesforce.com, Finance
Education
Boston University
B.S.
Matt Fischer's Bear Stearns Experience 2003 - 2004
Job Vice President at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments October 2006 - October 2011
M.S. Howells & Co. 2005 - 2006
Virtua Research 2005 - 2006
Bear Stearns 2003 - 2004
Salomon Smith Barney 1999 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management
University of New Hampshire
Fidelity Investments October 2011 - Present
Fidelity Investments October 2006 - October 2011
M.S. Howells & Co. 2005 - 2006
Virtua Research 2005 - 2006
Bear Stearns 2003 - 2004
Salomon Smith Barney 1999 - 2003
Education
Boston College - Wallace E. Carroll Graduate School of Management
University of New Hampshire
Dennis Stoneman's Bear Stearns Experience 1999 - 1999
Job Sr. Broker at Liquidity Energy, LLC
Industry Oil & Energy
Experience
Liquidity Energy, LLC 2013 - Present
STNY TRADING 2006 - February 2013
The Dow Corporation 2010 - 2013
Cantor Fitzgerald 2005 - 2006
Pali Capital 2003 - 2006
ADM Investor Services 1999 - 2003
Bear Stearns 1999 - 1999
Commonweatlth Partners Ltd. 1994 - 1999
Eurotherm 1990 - 1994
Skills
Commodities, Options, Trading, Hedging, Technical Analysis, Trading Systems, Commodity, ETFs, Proprietary Trading, Commodity Risk..., Bloomberg Terminal, Risk Management, Structured Products, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Market Making, Investments, Alternative Investments, Traders, Equity Derivatives, Energy Markets, Foreign Exchange, Options Strategies, Brokerage, Arbitrage, Hedge Funds, Market Risk, Energy, Swaps, Volatility, Equities, Valuation, Investment Banking, Trading Strategies, Asset Managment, Natural Gas, Commodity Markets, Financial Modeling, Financial Markets, Managed Futures, Currency, FX trading, Portfolio Management, Equity Trading
Education
Boston University 1986 — 1991
BA, International Business and Economics
University of Pennsylvania - The Wharton School
Executive Education Program - Management Development
Liquidity Energy, LLC 2013 - Present
STNY TRADING 2006 - February 2013
The Dow Corporation 2010 - 2013
Cantor Fitzgerald 2005 - 2006
Pali Capital 2003 - 2006
ADM Investor Services 1999 - 2003
Bear Stearns 1999 - 1999
Commonweatlth Partners Ltd. 1994 - 1999
Eurotherm 1990 - 1994
Skills
Commodities, Options, Trading, Hedging, Technical Analysis, Trading Systems, Commodity, ETFs, Proprietary Trading, Commodity Risk..., Bloomberg Terminal, Risk Management, Structured Products, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Market Making, Investments, Alternative Investments, Traders, Equity Derivatives, Energy Markets, Foreign Exchange, Options Strategies, Brokerage, Arbitrage, Hedge Funds, Market Risk, Energy, Swaps, Volatility, Equities, Valuation, Investment Banking, Trading Strategies, Asset Managment, Natural Gas, Commodity Markets, Financial Modeling, Financial Markets, Managed Futures, Currency, FX trading, Portfolio Management, Equity Trading
Education
Boston University 1986 — 1991
BA, International Business and Economics
University of Pennsylvania - The Wharton School
Executive Education Program - Management Development
Robert Parris's Bear Stearns Experience July 2001 - May 2008
Job Senior Account Consultant at Fiserv
Industry Information Technology and Services
Experience
Fiserv ISS May 2008 - Present
Bear Stearns July 2001 - May 2008
Bear Stearns June 1999 - July 2001
Skills
Equities, Trading, Bloomberg, Options, Time Management, Management, Financial Services, Investments, Bonds, Product Management, Back Office, Relationship Management, Portfolio Management, Securities, Fixed Income, Mutual Funds, Risk Management, Wealth Management, Insurance, Series 63, Asset Allocation
Education
Binghamton University - School of Management 1994 — 1999
Bachalors, Sociology and Business mangement/ Finance
Fiserv ISS May 2008 - Present
Bear Stearns July 2001 - May 2008
Bear Stearns June 1999 - July 2001
Skills
Equities, Trading, Bloomberg, Options, Time Management, Management, Financial Services, Investments, Bonds, Product Management, Back Office, Relationship Management, Portfolio Management, Securities, Fixed Income, Mutual Funds, Risk Management, Wealth Management, Insurance, Series 63, Asset Allocation
Education
Binghamton University - School of Management 1994 — 1999
Bachalors, Sociology and Business mangement/ Finance
Joseph Polanski's Bear Stearns Experience December 2000 - November 2003
Job Senior Vice President of Investments at Turner Wealth Managment
Industry Insurance
Experience
Milton Park Partners January 2015 - Present
CoventryOne January 2013 - Present
Premier Financial Alliance September 2008 - Present
Turner Wealth Managment December 2001 - Present
Bear Stearns December 2000 - November 2003
EF Hutton December 1980 - June 1982
Merrill Lynch December 1979 - December 1980
Skills
Budgets, Leadership, Public Relations, Customer Service, Team Building, Strategic Planning, Financial Analysis, Leadership Development, Financial Reporting, Research, Life Insurance, Insurance, Finance, Sales, Program Management, Fixed Annuities
Education
Bowling Green State University 1978 — 1979
Accounting
Lakeland Community College 1975 — 1978
associates, Business
Milton Park Partners January 2015 - Present
CoventryOne January 2013 - Present
Premier Financial Alliance September 2008 - Present
Turner Wealth Managment December 2001 - Present
Bear Stearns December 2000 - November 2003
EF Hutton December 1980 - June 1982
Merrill Lynch December 1979 - December 1980
Skills
Budgets, Leadership, Public Relations, Customer Service, Team Building, Strategic Planning, Financial Analysis, Leadership Development, Financial Reporting, Research, Life Insurance, Insurance, Finance, Sales, Program Management, Fixed Annuities
Education
Bowling Green State University 1978 — 1979
Accounting
Lakeland Community College 1975 — 1978
associates, Business
Gordon Farkouh's Bear Stearns Experience January 1987 - November 1989
Job Team Leader Data Products
Industry Financial Services
Experience
Bloomberg, LP July 2011 - Present
Bloomberg LP November 2001 - July 2011
Bear Stearns January 1987 - November 1989
L.F. Rothschild June 1986 - October 1987
Merrill Lynch August 1985 - June 1986
Education
Boston College 1979 — 1983
BA
Bloomberg, LP July 2011 - Present
Bloomberg LP November 2001 - July 2011
Bear Stearns January 1987 - November 1989
L.F. Rothschild June 1986 - October 1987
Merrill Lynch August 1985 - June 1986
Education
Boston College 1979 — 1983
BA
Gail Rubin Dauer's Bear Stearns Experience 1999 - 2001
Job Application Review Specialist at University of Michigan
Industry Higher Education
Experience
University of Michigan September 2011 - Present
Bear Stearns 1999 - 2001
Wachtell, Lipton, Rosen & Katz 1994 - 1997
Skills
Legal Research, legal writing, Editing, Compliance, Research, Editorial, Legal Writing, Interviews, Higher Education
Education
University of Pennsylvania 1984 — 1987
Law, Law
Brandeis University 1980 — 1984
Bachelors Degree, Psychology
University of Michigan September 2011 - Present
Bear Stearns 1999 - 2001
Wachtell, Lipton, Rosen & Katz 1994 - 1997
Skills
Legal Research, legal writing, Editing, Compliance, Research, Editorial, Legal Writing, Interviews, Higher Education
Education
University of Pennsylvania 1984 — 1987
Law, Law
Brandeis University 1980 — 1984
Bachelors Degree, Psychology
Keith Tam's Bear Stearns Experience March 2000 - October 2001
Job Owner, Pediatric Dentist at Lake Forest Pediatric Dentistry
Industry Medical Practice
Experience
Lake Forest Pediatric Dentistry February 2013 - Present
Santa Maria Pediatric & Adolescent Dentistry October 2010 - Present
PTIUSA June 2008 - Present
Ticketmaster Entertainment June 2002 - July 2004
Bear Stearns March 2000 - October 2001
Skills
Social Media Marketing, Customer Service, Healthcare, Online Advertising, Business Development, Hospitals, Sedation Dentistry
Education
Boston University 2008 — 2010
CAGS, Pediatric Dentistry
University of Southern California 2004 — 2008
DDS, Dentistry
University of California, Los Angeles 1995 — 2000
BA, Business Economics
Lake Forest Pediatric Dentistry February 2013 - Present
Santa Maria Pediatric & Adolescent Dentistry October 2010 - Present
PTIUSA June 2008 - Present
Ticketmaster Entertainment June 2002 - July 2004
Bear Stearns March 2000 - October 2001
Skills
Social Media Marketing, Customer Service, Healthcare, Online Advertising, Business Development, Hospitals, Sedation Dentistry
Education
Boston University 2008 — 2010
CAGS, Pediatric Dentistry
University of Southern California 2004 — 2008
DDS, Dentistry
University of California, Los Angeles 1995 — 2000
BA, Business Economics
Dave Chepauskas Jr.'s Bear Stearns Experience May 2006 - August 2006
Job Trader at TD
Industry Financial Services
Experience
TD Securities April 2013 - Present
TD Securities October 2011 - April 2013
TD Securities May 2008 - October 2011
TD Securities November 2007 - May 2008
Bear Stearns May 2006 - August 2006
Skills
Series 7, Series 63, Series 55, Canadian Trading License
Education
Boston College 2003 — 2007
Bachelor of Science, finance, accounting
Middletown High School North
TD Securities April 2013 - Present
TD Securities October 2011 - April 2013
TD Securities May 2008 - October 2011
TD Securities November 2007 - May 2008
Bear Stearns May 2006 - August 2006
Skills
Series 7, Series 63, Series 55, Canadian Trading License
Education
Boston College 2003 — 2007
Bachelor of Science, finance, accounting
Middletown High School North
Jay Gibbons's Bear Stearns Experience 1993 - 1996
Job Hedge Fund Manager
Industry Investment Management
Experience
Swanson River Capital Partners LP Investment ConsultantGibbons Consulting2011 - 2012
Trust Company of the West 2000 - 2011
Odin Partners 1998 - 2000
Merrill Lynch 1996 - 1998
Bear Stearns 1993 - 1996
Skills
Investment Strategies, Equities, Portfolio Management, Equity Research, Client Communication, Marketing
Education
Bowdoin College
Bachelor of Arts (B.A.), Biochemistry
Brunswick School
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Swanson River Capital Partners LP Investment ConsultantGibbons Consulting2011 - 2012
Trust Company of the West 2000 - 2011
Odin Partners 1998 - 2000
Merrill Lynch 1996 - 1998
Bear Stearns 1993 - 1996
Skills
Investment Strategies, Equities, Portfolio Management, Equity Research, Client Communication, Marketing
Education
Bowdoin College
Bachelor of Arts (B.A.), Biochemistry
Brunswick School
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Daniel Bass's Bear Stearns Experience January 1991 - January 1992
Job Jewelry Designer Actor Producer
Industry Luxury Goods & Jewelry
Experience
Diva New York, Inc. 1994 - Present
Desert Dancer November 2012 - January 2013
Boston's Preferred Properties June 1991 - June 1994
Dad's Diner & Lucky Johnny's June 1991 - June 1994
Bear Stearns January 1991 - January 1992
Skills
Marketing Strategy, Jewelry, Luxury Goods, Retail, Luxury, Public Relations, Product Development, Strategic Planning, Sales Management, Marketing, New Business Development, Fashion, Social Media, Merchandising, Negotiation, Social Media Marketing, Watches, Event Management, Advertising, Event Planning, Management, Microsoft Office, Business Strategy, Marketing Communications, Wholesale, Team Building, Business Development, Microsoft Excel, Public Speaking, Market Research, Gemology, Online Marketing, Online Advertising, Sales, Social Networking, Account Management, Budgets, Customer Service, Marketing Management, Entrepreneurship, Brand Development, Film Production, Acting, Producing, Start-ups, Gems, Strategic Partnerships, E-commerce, Jewelry Design, Trade Shows
Education
Northeastern University 1990 — 1995
Diva New York, Inc. 1994 - Present
Desert Dancer November 2012 - January 2013
Boston's Preferred Properties June 1991 - June 1994
Dad's Diner & Lucky Johnny's June 1991 - June 1994
Bear Stearns January 1991 - January 1992
Skills
Marketing Strategy, Jewelry, Luxury Goods, Retail, Luxury, Public Relations, Product Development, Strategic Planning, Sales Management, Marketing, New Business Development, Fashion, Social Media, Merchandising, Negotiation, Social Media Marketing, Watches, Event Management, Advertising, Event Planning, Management, Microsoft Office, Business Strategy, Marketing Communications, Wholesale, Team Building, Business Development, Microsoft Excel, Public Speaking, Market Research, Gemology, Online Marketing, Online Advertising, Sales, Social Networking, Account Management, Budgets, Customer Service, Marketing Management, Entrepreneurship, Brand Development, Film Production, Acting, Producing, Start-ups, Gems, Strategic Partnerships, E-commerce, Jewelry Design, Trade Shows
Education
Northeastern University 1990 — 1995
Stacey Glickstein's Bear Stearns Experience October 1993 - April 1994
Job Accounting Professional
Industry Accounting
Experience
Mawbry Street Elementary School PTO August 2010 - August 2010
Merck & Co., Inc March 1997 - October 2007
Merck & Co., Inc March 1997 - October 2007
Citi April 1994 - March 1997
Bear Stearns October 1993 - April 1994
Arthur Andersen & Co., Inc July 1991 - October 1993
Education
Lehigh University
Masters, Business Administration
Binghamton University - School of Management
Bachelor of Science, Accounting
Mawbry Street Elementary School PTO August 2010 - August 2010
Merck & Co., Inc March 1997 - October 2007
Merck & Co., Inc March 1997 - October 2007
Citi April 1994 - March 1997
Bear Stearns October 1993 - April 1994
Arthur Andersen & Co., Inc July 1991 - October 1993
Education
Lehigh University
Masters, Business Administration
Binghamton University - School of Management
Bachelor of Science, Accounting
Matthew Wittick's Bear Stearns Experience October 2004 - March 2008
Job Delta One Trader at Nomura Securities
Industry Financial Services
Experience
Nomura Securities March 2012 - Present
Macquarie Group November 2010 - December 2011
J.P. Morgan March 2008 - November 2010
Bear Stearns October 2004 - March 2008
Skills
Excel, Access, VBA, Bloomberg, Equity Swaps, ETFs, Equity Derivatives, Equity Trading
Education
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Science, Finance
Nomura Securities March 2012 - Present
Macquarie Group November 2010 - December 2011
J.P. Morgan March 2008 - November 2010
Bear Stearns October 2004 - March 2008
Skills
Excel, Access, VBA, Bloomberg, Equity Swaps, ETFs, Equity Derivatives, Equity Trading
Education
Boston College - Carroll School of Management 1990 — 1994
Bachelor of Science, Finance
Jeff Borland's Bear Stearns Experience November 1990 - April 2003
Job Special Education Instructional Assistant at Cheshire Public Schools
Industry Education Management
Experience
Cheshire Public Schools September 2013 - Present
Cheshire Public Schools November 2012 - Present
Bear Stearns November 1990 - April 2003
Skills
Classroom Management, Classroom
Education
Boston University 1986 — 1991
Bachelor of Science (B.S.), Electrical Engineering
Cheshire Public Schools September 2013 - Present
Cheshire Public Schools November 2012 - Present
Bear Stearns November 1990 - April 2003
Skills
Classroom Management, Classroom
Education
Boston University 1986 — 1991
Bachelor of Science (B.S.), Electrical Engineering
GREGORY SPIEGEL's Bear Stearns Experience 2001 - 2003
Job Senior Vice President at Neuberger Berman
Industry Investment Management
Experience
Neuberger Berman 2012 - Present
Tourmalet Advisors 2010 - 2012
Riptide Capital 2008 - 2010
Pequot Capital 2005 - 2008
Pilot Advisors 2003 - 2005
Bear Stearns 2001 - 2003
Skills
Portfolio Management, Research, Risk Management, Valuation, Corporate Finance, Financial Analysis, Resource Allocation, Mentoring, Hedge Funds, Equities
Education
Columbia Business School 1999 — 2001
MBA, Finance
Boston University 1991 — 1995
BS, Communications
Neuberger Berman 2012 - Present
Tourmalet Advisors 2010 - 2012
Riptide Capital 2008 - 2010
Pequot Capital 2005 - 2008
Pilot Advisors 2003 - 2005
Bear Stearns 2001 - 2003
Skills
Portfolio Management, Research, Risk Management, Valuation, Corporate Finance, Financial Analysis, Resource Allocation, Mentoring, Hedge Funds, Equities
Education
Columbia Business School 1999 — 2001
MBA, Finance
Boston University 1991 — 1995
BS, Communications
Peter Spaziani's Bear Stearns Experience June 2007 - June 2008
Job Associate at Goodwin Procter LLP
Industry Law Practice
Experience
Goodwin Procter LLP October 2014 - Present
Goldman Sachs June 2012 - August 2012
JPMorgan Chase June 2008 - August 2011
Bear Stearns June 2007 - June 2008
Education
Boston College Law School 2011 — 2014
Goodwin Procter LLP October 2014 - Present
Goldman Sachs June 2012 - August 2012
JPMorgan Chase June 2008 - August 2011
Bear Stearns June 2007 - June 2008
Education
Boston College Law School 2011 — 2014
Brandon Marques's Bear Stearns Experience March 2001 - February 2007
Job Managing Director Head of Equity and Equity Derivatives Compliance
Industry Investment Banking
Experience
Societe Generale US January 2010 - Present
Royal Bank of Scotland February 2007 - January 2010
ABN AMRO Bank N.V. February 2007 - January 2010
Bear Stearns March 2001 - February 2007
First Union Securities July 1998 - March 2001
Skills
Series 4, 6, 7, 9, 10,..., Equity Derivatives, FINRA, Equities, Securities, Trading, Fixed Income, Derivatives, Capital Markets, Hedge Funds, Options, Prime Brokerage, Trading Systems
Education
Bloomfield College
Bachelor of Arts (B.A.), Sociology - Criminal Justice
Societe Generale US January 2010 - Present
Royal Bank of Scotland February 2007 - January 2010
ABN AMRO Bank N.V. February 2007 - January 2010
Bear Stearns March 2001 - February 2007
First Union Securities July 1998 - March 2001
Skills
Series 4, 6, 7, 9, 10,..., Equity Derivatives, FINRA, Equities, Securities, Trading, Fixed Income, Derivatives, Capital Markets, Hedge Funds, Options, Prime Brokerage, Trading Systems
Education
Bloomfield College
Bachelor of Arts (B.A.), Sociology - Criminal Justice
Nelly Robles-Perez's Bear Stearns Experience April 1997 - February 2008
Job Senior operational analyst at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase March 2008 - October 2012
Bear Stearns April 1997 - February 2008
Skills
Securities, Banking, Escheatment, Accounts Receivable, Investments, Accounts Payable, Financial Services, Fixed Income, Loans, SWIFT payments, Relationship Management, Payments
Education
Borough of Manhattan Community College 1982 — 1988
Accounting, (Part-time)
High School of Art & Design 1979 — 1982
JPMorgan Chase March 2008 - October 2012
Bear Stearns April 1997 - February 2008
Skills
Securities, Banking, Escheatment, Accounts Receivable, Investments, Accounts Payable, Financial Services, Fixed Income, Loans, SWIFT payments, Relationship Management, Payments
Education
Borough of Manhattan Community College 1982 — 1988
Accounting, (Part-time)
High School of Art & Design 1979 — 1982
David Merwin's Bear Stearns Experience October 1996 - October 1998
Job Banking Professional
Industry Banking
Experience
BNP Paribas 1998 - 2014
Bear Stearns October 1996 - October 1998
Education
Boston University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Boston University
BNP Paribas 1998 - 2014
Bear Stearns October 1996 - October 1998
Education
Boston University 1992 — 1996
Bachelor of Arts (B.A.), Economics
Boston University
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS