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
Steven Torsoe Steven Torsoe's Bear Stearns Experience May 1994 - November 2007
Job Owner, Operator at Hollow Brook Golf Club
Industry Recreational Facilities and Services
Experience
Hollow Brook GC December 2009 - Present
Bear Stearns May 1994 - November 2007
Education
Bucknell University 1991 — 1993
Bachelor of Arts (B.A.), Economics
Hollow Brook GC December 2009 - Present
Bear Stearns May 1994 - November 2007
Education
Bucknell University 1991 — 1993
Bachelor of Arts (B.A.), Economics
Darren Shames Darren Shames's Bear Stearns Experience July 2002 - June 2008
Job Managing Director Interest Rate Sales
Industry Banking
Experience
Royal Bank of Scotland July 2008 - March 2015
Bear Stearns July 2002 - June 2008
Skills
Fixed Income, Capital Markets, Program Management, Portfolio Management, Series 7, Bloomberg, Equities, Alternative Investments, Investment Banking, Hedge Funds, Options, Securities, Valuation, Trading
Education
Bucknell University 1998 — 2002
Economics
Royal Bank of Scotland July 2008 - March 2015
Bear Stearns July 2002 - June 2008
Skills
Fixed Income, Capital Markets, Program Management, Portfolio Management, Series 7, Bloomberg, Equities, Alternative Investments, Investment Banking, Hedge Funds, Options, Securities, Valuation, Trading
Education
Bucknell University 1998 — 2002
Economics
Ginger V. Pugliese Ginger V. Pugliese's Bear Stearns Experience July 1996 - July 1998
Job Business Development
Industry Information Services
Experience
Aliado Corp 2012 - July 2013
EXIT Realty June 2010 - July 2012
Signature Staging & Redesign, LLC October 2006 - June 2012
Re/Max 2000 - 2010
Credit Suisse First Boston July 1998 - June 1999
Bear Stearns July 1996 - July 1998
US Trust 1986 - 1996
U.S. Trust Bank of America Private Wealth Management 1986 - 1996
JPMorgan Chase September 1980 - February 1986
Skills
Sellers, Selling, Sales, Recruiting, Project Management, Mentoring, Business Information, Building Business..., Building Business..., Marketing, Business Intelligence, Small Business, Negotiation, Real Estate Transactions, Referrals, Management, Real Estate Staging, Real Estate, Listings, Budgets, Property, Home Staging, Investments
Education
St. Peter's College 1994 — 1994
AAS, Business Management (Major) Marketing (Minor)
Brookdale Community College 2010 — 2011
Certificate Program, Healthcare/Information Technology
TheDecorating and Staging Academy (DSA) 2006 — 2006
Certification, Interior Redesigner and Stager
Aliado Corp 2012 - July 2013
EXIT Realty June 2010 - July 2012
Signature Staging & Redesign, LLC October 2006 - June 2012
Re/Max 2000 - 2010
Credit Suisse First Boston July 1998 - June 1999
Bear Stearns July 1996 - July 1998
US Trust 1986 - 1996
U.S. Trust Bank of America Private Wealth Management 1986 - 1996
JPMorgan Chase September 1980 - February 1986
Skills
Sellers, Selling, Sales, Recruiting, Project Management, Mentoring, Business Information, Building Business..., Building Business..., Marketing, Business Intelligence, Small Business, Negotiation, Real Estate Transactions, Referrals, Management, Real Estate Staging, Real Estate, Listings, Budgets, Property, Home Staging, Investments
Education
St. Peter's College 1994 — 1994
AAS, Business Management (Major) Marketing (Minor)
Brookdale Community College 2010 — 2011
Certificate Program, Healthcare/Information Technology
TheDecorating and Staging Academy (DSA) 2006 — 2006
Certification, Interior Redesigner and Stager
Diane Lebowitz Diane Lebowitz's Bear Stearns Experience October 1993 - September 1996
Job Bond Analytics, Reverse Engineering IV Corporate Trust at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Vichara Technologies May 2012 - November 2013
Markit May 2010 - July 2011
Bloomberg L.P. March 1998 - April 2010
DLJ September 1996 - January 1998
Bear Stearns October 1993 - September 1996
Lehman Brothers September 1990 - September 1993
Skills
Structured Finance, Securitization, Intex Dealmaker, Intex Desktop, Intex CDI, Bloomberg, MBS, ABS, Bonds, Financial Modeling, Fixed Income, Residential Mortgages, Financial Structuring, Structured Products, Investment Banking, VBA, Capital Markets, Analytics, SQL, Finance, Derivatives, Trading, Financial Markets, Product Development, Cash Flow, Product Management, Credit Derivatives, Analysis, Credit Analysis, Market Risk, Banking, Modeling, Reverse Engineering, RMBS, Predictive Analytics, Deal Structuring, Closing Deals, Microsoft Office, Excel, PowerPoint
Education
Massachusetts Institute of Technology 1977 — 1981
B.S., Mathematics
Brown University 1981 — 1986
M.A., Mathematics
Wells Fargo December 2013 - Present
Vichara Technologies May 2012 - November 2013
Markit May 2010 - July 2011
Bloomberg L.P. March 1998 - April 2010
DLJ September 1996 - January 1998
Bear Stearns October 1993 - September 1996
Lehman Brothers September 1990 - September 1993
Skills
Structured Finance, Securitization, Intex Dealmaker, Intex Desktop, Intex CDI, Bloomberg, MBS, ABS, Bonds, Financial Modeling, Fixed Income, Residential Mortgages, Financial Structuring, Structured Products, Investment Banking, VBA, Capital Markets, Analytics, SQL, Finance, Derivatives, Trading, Financial Markets, Product Development, Cash Flow, Product Management, Credit Derivatives, Analysis, Credit Analysis, Market Risk, Banking, Modeling, Reverse Engineering, RMBS, Predictive Analytics, Deal Structuring, Closing Deals, Microsoft Office, Excel, PowerPoint
Education
Massachusetts Institute of Technology 1977 — 1981
B.S., Mathematics
Brown University 1981 — 1986
M.A., Mathematics
Cynthia Pannell Cynthia Pannell's Bear Stearns Experience 1992 - 2000
Job President | Board of Directors at Pacific Sami Searvi
Industry Legal Services
Experience
Pacific Sami Searvi January 2013 - Present
Arbonne International April 2004 - Present
Finnish American Historical Society of the West 2011 - Present
Tonkon Torp LLP May 2006 - August 2013
Finlandia Foundation Columbia-Pacific Chapter March 2011 - February 2013
Legal Northwest May 2004 - May 2006
Davis Wright Tremaine January 2001 - May 2004
Personnel Express, Inc January 1992 - June 2000
Bear Stearns 1992 - 2000
Solo Word Processing January 1986 - December 1991
Skills
Administration, Writing, Research, Microsoft Office, Excel, Editing, System Administration, Microsoft Excel, Public Speaking, Teaching, Microsoft Word, Event Planning, Team Building, Nonprofits, Strategic Planning
Education
Portland State University 2001 — 2003
Finnish (School of Continuing Education)
Columbia University in the City of New York 1999 — 1999
Finnish (School of Continuing Education)
San Francisco Conservatory of Music 1981 — 1982
Vocal Performance (Adult Extension)
Brigham Young University 1972 — 1978
Bachelor's DegreeBachelor of Music, Music Pedagogy
Pacific Sami Searvi January 2013 - Present
Arbonne International April 2004 - Present
Finnish American Historical Society of the West 2011 - Present
Tonkon Torp LLP May 2006 - August 2013
Finlandia Foundation Columbia-Pacific Chapter March 2011 - February 2013
Legal Northwest May 2004 - May 2006
Davis Wright Tremaine January 2001 - May 2004
Personnel Express, Inc January 1992 - June 2000
Bear Stearns 1992 - 2000
Solo Word Processing January 1986 - December 1991
Skills
Administration, Writing, Research, Microsoft Office, Excel, Editing, System Administration, Microsoft Excel, Public Speaking, Teaching, Microsoft Word, Event Planning, Team Building, Nonprofits, Strategic Planning
Education
Portland State University 2001 — 2003
Finnish (School of Continuing Education)
Columbia University in the City of New York 1999 — 1999
Finnish (School of Continuing Education)
San Francisco Conservatory of Music 1981 — 1982
Vocal Performance (Adult Extension)
Brigham Young University 1972 — 1978
Bachelor's DegreeBachelor of Music, Music Pedagogy
Dan Whalen Dan Whalen's Bear Stearns Experience May 2004 - February 2008
Job Senior Vice President at ICR
Industry Financial Services
Experience
ICR January 2015 - Present
Topeka Capital Markets, Inc September 2012 - January 2015
Auriga USA, LLC September 2011 - June 2012
CapStone Investments September 2009 - September 2011
Dahlman Rose & Co. February 2008 - February 2009
Bear Stearns May 2004 - February 2008
Harold C. Brown & Co. June 2003 - September 2004
Merrill Lynch Investment Managers July 1996 - June 2003
Skills
Metals, Specialty Materials, Proven track record as..., Leveraging all..., Buy-side, Sell Side
Education
Bucknell University 1992 — 1996
BA, Major: Economics; Minor: Biology
Delbarton 1989 — 1992
High School Diploma
ICR January 2015 - Present
Topeka Capital Markets, Inc September 2012 - January 2015
Auriga USA, LLC September 2011 - June 2012
CapStone Investments September 2009 - September 2011
Dahlman Rose & Co. February 2008 - February 2009
Bear Stearns May 2004 - February 2008
Harold C. Brown & Co. June 2003 - September 2004
Merrill Lynch Investment Managers July 1996 - June 2003
Skills
Metals, Specialty Materials, Proven track record as..., Leveraging all..., Buy-side, Sell Side
Education
Bucknell University 1992 — 1996
BA, Major: Economics; Minor: Biology
Delbarton 1989 — 1992
High School Diploma
John Sheehan John Sheehan's Bear Stearns Experience 1993 - 2001
Job Managing Director at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities February 2013 - Present
UBS Investment Bank 2010 - 2012
Credit Suisse 2005 - 2010
Greenwich Capital Markets 2001 - 2005
Bear Stearns 1993 - 2001
Skills
Trading, Investment Banking, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Alternative Investments
Education
Brown University 1988 — 1992
Bachelor of Arts (B.A.), International Relations
The Lawrenceville School 1984 — 1988
Nomura Securities February 2013 - Present
UBS Investment Bank 2010 - 2012
Credit Suisse 2005 - 2010
Greenwich Capital Markets 2001 - 2005
Bear Stearns 1993 - 2001
Skills
Trading, Investment Banking, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Alternative Investments
Education
Brown University 1988 — 1992
Bachelor of Arts (B.A.), International Relations
The Lawrenceville School 1984 — 1988
Louis Solmonson's Bear Stearns Experience June 2007 - August 2007
Job Investment Executive at CVC Capital Partners
Industry Investment Banking
Experience
CVC Capital Partners October 2015 - Present
Goldman Sachs July 2014 - September 2015
BMO Capital Markets July 2013 - June 2014
BMO Capital Markets June 2012 - August 2012
Kasowitz, Benson, Torres & Friedman LLP June 2011 - August 2011
The New Republic June 2010 - August 2010
The Metropolitan Museum of Art June 2009 - August 2009
New York County Family Court June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Equities, Private Equity, Hedge Funds, Economics, Bloomberg, Investment Banking, Valuation, Investments, Capital Markets, Financial Modeling, Capital IQ, Financial Analysis
Education
Brown University 2009 — 2013
BA, History; Economics
Horace Mann School 2003 — 2009
High School
CVC Capital Partners October 2015 - Present
Goldman Sachs July 2014 - September 2015
BMO Capital Markets July 2013 - June 2014
BMO Capital Markets June 2012 - August 2012
Kasowitz, Benson, Torres & Friedman LLP June 2011 - August 2011
The New Republic June 2010 - August 2010
The Metropolitan Museum of Art June 2009 - August 2009
New York County Family Court June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Skills
Equities, Private Equity, Hedge Funds, Economics, Bloomberg, Investment Banking, Valuation, Investments, Capital Markets, Financial Modeling, Capital IQ, Financial Analysis
Education
Brown University 2009 — 2013
BA, History; Economics
Horace Mann School 2003 — 2009
High School
Dana Mathis Dana Mathis's Bear Stearns Experience December 2006 - February 2008
Job Owner at Photo Booths for Parties, Owner at Dana Mathis Design
Industry Events Services
Experience
Photo Booths for Parties June 2010 - Present
Dana Lee Creative January 2005 - Present
Ultimate Beauty Companies February 2009 - May 2010
The Good Idea Group Agency February 2008 - January 2009
Bear Stearns December 2006 - February 2008
123 Loan June 2004 - July 2006
Skills
Marketing, Graphic Design, Public Relations, Advertising, Photoshop, Illustrator, Photography, WordPress, Business Management, Operations Management, Creative Direction, Event Management, Sales, Social Media, Event Planning, Marketing Strategy, Dreamweaver, Marketing Communications, Sales Management, Web Design, Management, Strategy, Customer Service, InDesign, Art Direction, Microsoft Office, Blogging, Customer Relations, Creative Development
Education
University of California, Los Angeles 2010 — 2012
Certificate, Marketing
University of California, Los Angeles 2010 — 2012
Certificate, Public Relations
California State University-Fullerton 2009 — 2009
Certificate, Professional Meeting and Event Planning
San Diego State University-California State University 2000 — 2003
BA, Graphic Design
Photo Booths for Parties June 2010 - Present
Dana Lee Creative January 2005 - Present
Ultimate Beauty Companies February 2009 - May 2010
The Good Idea Group Agency February 2008 - January 2009
Bear Stearns December 2006 - February 2008
123 Loan June 2004 - July 2006
Skills
Marketing, Graphic Design, Public Relations, Advertising, Photoshop, Illustrator, Photography, WordPress, Business Management, Operations Management, Creative Direction, Event Management, Sales, Social Media, Event Planning, Marketing Strategy, Dreamweaver, Marketing Communications, Sales Management, Web Design, Management, Strategy, Customer Service, InDesign, Art Direction, Microsoft Office, Blogging, Customer Relations, Creative Development
Education
University of California, Los Angeles 2010 — 2012
Certificate, Marketing
University of California, Los Angeles 2010 — 2012
Certificate, Public Relations
California State University-Fullerton 2009 — 2009
Certificate, Professional Meeting and Event Planning
San Diego State University-California State University 2000 — 2003
BA, Graphic Design
Daniel Jennings Daniel Jennings's Bear Stearns Experience July 2006 - July 2006
Job Software Engineer
Industry Defense & Space
Experience
Education In Motion LLC February 2014 - Present
a.i. solutions August 2013 - Present
Payfone June 2013 - August 2013
a.i. solutions July 2012 - June 2013
ISYS Technologies / Lockheed Martin December 2010 - July 2012
Cisco WebEx August 2010 - December 2010
Esurance Inc January 2008 - February 2010
Esurance Inc August 2006 - January 2008
GE Access June 2006 - September 2006
Bear Stearns July 2006 - July 2006
Skills
TCP/IP, Windows Server, Linux, Active Directory, Solaris, Troubleshooting, DNS, Testing, Databases, Security, Java, C#, SQL, Unix, Cisco IOS, Oracle, Software Engineering, Software Development, Servers, C++, JavaScript, Python, DHCP, WPF, C, PHP, Unix Shell Scripting, Windows 7, Perl, XP, Shell Scripting, Entity Framework, Android Development, iOS development, ADO.NET, HTML + CSS, Windows Server 2003, Oracle Application..., Oracle Database 10g, Oracle Enterprise..., Windows XP Professional, Oracle Database 11g, LINQ, EJB, Subversion, Visual Studio, .NET, Kinect
Education
Udacity 2015 — 2016
Android Developer Nanodegree
California State University-East Bay 2000 — 2006
BS, Computer Science
California Polytechnic State University-San Luis Obispo 2001 — 2004
Computer Science
Education In Motion LLC February 2014 - Present
a.i. solutions August 2013 - Present
Payfone June 2013 - August 2013
a.i. solutions July 2012 - June 2013
ISYS Technologies / Lockheed Martin December 2010 - July 2012
Cisco WebEx August 2010 - December 2010
Esurance Inc January 2008 - February 2010
Esurance Inc August 2006 - January 2008
GE Access June 2006 - September 2006
Bear Stearns July 2006 - July 2006
Skills
TCP/IP, Windows Server, Linux, Active Directory, Solaris, Troubleshooting, DNS, Testing, Databases, Security, Java, C#, SQL, Unix, Cisco IOS, Oracle, Software Engineering, Software Development, Servers, C++, JavaScript, Python, DHCP, WPF, C, PHP, Unix Shell Scripting, Windows 7, Perl, XP, Shell Scripting, Entity Framework, Android Development, iOS development, ADO.NET, HTML + CSS, Windows Server 2003, Oracle Application..., Oracle Database 10g, Oracle Enterprise..., Windows XP Professional, Oracle Database 11g, LINQ, EJB, Subversion, Visual Studio, .NET, Kinect
Education
Udacity 2015 — 2016
Android Developer Nanodegree
California State University-East Bay 2000 — 2006
BS, Computer Science
California Polytechnic State University-San Luis Obispo 2001 — 2004
Computer Science
Gil Shafir Gil Shafir's Bear Stearns Experience June 2006 - August 2006
Job
Industry Internet
Experience
Andreessen Horowitz October 2012 - May 2015
Zynga November 2010 - October 2012
Gazillion Entertainment August 2009 - October 2010
Revolution Ventures July 2009 - October 2010
JP Morgan / Bear Stearns July 2007 - June 2009
Site Hub May 2005 - June 2007
Bear Stearns June 2006 - August 2006
Skills
Financial Modeling, Investment Banking, Venture Capital, Analytics, Valuation, SQL, Private Equity, Data Analysis, Vertica, Big Data, Business Intelligence, Start-ups, Entrepreneurship, Python
Education
Bucknell University 2003 — 2007
BA, Economics, Math, Philosophy
High Tech High 2000 — 2003
Andreessen Horowitz October 2012 - May 2015
Zynga November 2010 - October 2012
Gazillion Entertainment August 2009 - October 2010
Revolution Ventures July 2009 - October 2010
JP Morgan / Bear Stearns July 2007 - June 2009
Site Hub May 2005 - June 2007
Bear Stearns June 2006 - August 2006
Skills
Financial Modeling, Investment Banking, Venture Capital, Analytics, Valuation, SQL, Private Equity, Data Analysis, Vertica, Big Data, Business Intelligence, Start-ups, Entrepreneurship, Python
Education
Bucknell University 2003 — 2007
BA, Economics, Math, Philosophy
High Tech High 2000 — 2003
Josh Stein Josh Stein's Bear Stearns Experience June 2001 - September 2001
Job Content and Distribution Expert
Industry Entertainment
Experience
MCB Network Corp November 2014 - Present
Bird Street Books, Inc. November 2013 - November 2014
Mobotory August 2011 - November 2013
Indomina Media October 2010 - August 2011
The Stein Firm PLLC March 2009 - May 2011
Cahill Gordon & Reindel May 2005 - March 2009
Andrews Kurth LLP December 2001 - May 2005
MasurLaw May 2004 - August 2004
Bear Stearns June 2001 - September 2001
Skills
Business Development, Entrepreneurship, Business Strategy, Strategic Planning, Marketing Strategy, Start-ups, Marketing, Entertainment Law, Management, Entertainment, Finance, Enterprise Software, Product Development, Mobile Applications, Deal Execution, Operations Management, New Business Development, Mobile Devices, Strategic Partnerships, Digital Media, Technology, Product Marketing, Strategy, Television, Sports, Logistics, Security, Mobile Communications, Risk Management, New Business Generation, Sales, Company Presentations, Contract Negotiation, Film, Leadership, Deal Sourcing, Stadiums, International Project..., User Interface Design, Public Speaking, Licensing, Venture Capital, Mergers & Acquisitions, Financial Modeling, Joint Ventures, Digital Distribution, Video, Digital Strategy, New Media, Digital Marketing
Education
Brooklyn Law School 2003 — 2006
J.D., Law
Brown University 1997 — 2001
Sc.B with Honors, Applied Mathematics -- Economics
The Wheatley School 1992 — 1997
High School
MCB Network Corp November 2014 - Present
Bird Street Books, Inc. November 2013 - November 2014
Mobotory August 2011 - November 2013
Indomina Media October 2010 - August 2011
The Stein Firm PLLC March 2009 - May 2011
Cahill Gordon & Reindel May 2005 - March 2009
Andrews Kurth LLP December 2001 - May 2005
MasurLaw May 2004 - August 2004
Bear Stearns June 2001 - September 2001
Skills
Business Development, Entrepreneurship, Business Strategy, Strategic Planning, Marketing Strategy, Start-ups, Marketing, Entertainment Law, Management, Entertainment, Finance, Enterprise Software, Product Development, Mobile Applications, Deal Execution, Operations Management, New Business Development, Mobile Devices, Strategic Partnerships, Digital Media, Technology, Product Marketing, Strategy, Television, Sports, Logistics, Security, Mobile Communications, Risk Management, New Business Generation, Sales, Company Presentations, Contract Negotiation, Film, Leadership, Deal Sourcing, Stadiums, International Project..., User Interface Design, Public Speaking, Licensing, Venture Capital, Mergers & Acquisitions, Financial Modeling, Joint Ventures, Digital Distribution, Video, Digital Strategy, New Media, Digital Marketing
Education
Brooklyn Law School 2003 — 2006
J.D., Law
Brown University 1997 — 2001
Sc.B with Honors, Applied Mathematics -- Economics
The Wheatley School 1992 — 1997
High School
Walter S. Smith Walter S. Smith's Bear Stearns Experience October 1986 - January 2001
Job Business Systems Analyst ● Fixed Income Rates ● Trading/Risk Systems ● Electronic/Algo Trading ● Pricing Analytics
Industry Financial Services
Experience
RBC Capital Markets February 2014 - Present
WSS Fixed-Income Trading Systems Consulting June 2009 - December 2013
Bear Stearns/JP Morgan January 2001 - June 2009
Bear Stearns October 1986 - January 2001
Skills
Trading, Analytics, Fixed Income, Trading Systems, Options, SQL, Business Analysis, Project Management, Microsoft Excel, Java, C, Unix, Unix Shell Scripting, Python, Perl, C++, Bloomberg, Electronic Trading, Hedge Funds, Swaps, Bond Pricing, ION Marketview, D2C, Fixed Income Technology, US Treasuries, Fixed Income Strategies, R, Scala, Agile Methodologies, Activity Diagrams, Market Data, Financial Markets, Market Making, Derivatives, Capital Markets, Equities, Bonds, Rates, Structured Finance, Equity Derivatives, Structured Products, Interest Rate..., Prime Brokerage, CDS, CDO, Proprietary Trading, Equity Trading, Risk Management, Trading Strategies
Education
Brown University 1977 — 1981
A.B., Mathematics
Proctor R Hug High School 1974 — 1977
RBC Capital Markets February 2014 - Present
WSS Fixed-Income Trading Systems Consulting June 2009 - December 2013
Bear Stearns/JP Morgan January 2001 - June 2009
Bear Stearns October 1986 - January 2001
Skills
Trading, Analytics, Fixed Income, Trading Systems, Options, SQL, Business Analysis, Project Management, Microsoft Excel, Java, C, Unix, Unix Shell Scripting, Python, Perl, C++, Bloomberg, Electronic Trading, Hedge Funds, Swaps, Bond Pricing, ION Marketview, D2C, Fixed Income Technology, US Treasuries, Fixed Income Strategies, R, Scala, Agile Methodologies, Activity Diagrams, Market Data, Financial Markets, Market Making, Derivatives, Capital Markets, Equities, Bonds, Rates, Structured Finance, Equity Derivatives, Structured Products, Interest Rate..., Prime Brokerage, CDS, CDO, Proprietary Trading, Equity Trading, Risk Management, Trading Strategies
Education
Brown University 1977 — 1981
A.B., Mathematics
Proctor R Hug High School 1974 — 1977
Laurie Hutchins Laurie Hutchins's Bear Stearns Experience January 2008 - May 2008
Job Associate at DLA Piper
Industry Law Practice
Experience
DLA Piper May 2012 - Present
U.S. Bankruptcy Court November 2011 - May 2012
Akin Gump Strauss Hauer & Feld LLP September 2009 - June 2011
Bear Stearns January 2008 - May 2008
United States Attorney's Office August 2007 - December 2007
United States Attorney's Office May 2007 - August 2007
Massachusetts Democratic Coordinated Campaign January 2006 - July 2006
Jon Corzine for Governor 2005 - 2005
John Kerry for President 2003 - 2004
Skills
Finance, Hearings, Restructuring, Government, Appeals, Legal Research, Licensing, Strategy, Corporate Law, Litigation
Education
Brooklyn Law School 2006 — 2009
Juris Doctor with honors
Hofstra University
Bachelor of Arts with honors, Political Science
DLA Piper May 2012 - Present
U.S. Bankruptcy Court November 2011 - May 2012
Akin Gump Strauss Hauer & Feld LLP September 2009 - June 2011
Bear Stearns January 2008 - May 2008
United States Attorney's Office August 2007 - December 2007
United States Attorney's Office May 2007 - August 2007
Massachusetts Democratic Coordinated Campaign January 2006 - July 2006
Jon Corzine for Governor 2005 - 2005
John Kerry for President 2003 - 2004
Skills
Finance, Hearings, Restructuring, Government, Appeals, Legal Research, Licensing, Strategy, Corporate Law, Litigation
Education
Brooklyn Law School 2006 — 2009
Juris Doctor with honors
Hofstra University
Bachelor of Arts with honors, Political Science
Luca Toscani Luca Toscani's Bear Stearns Experience January 1996 - September 1997
Job Founding Partner at Auxanó Capital Partners | Stanford Graduate School of Business
Industry Venture Capital & Private Equity
Experience
Auxanó Capital Partners August 2015 - Present
Stanford Graduate School of Business July 2014 - June 2015
Global Footprint Network (www.footprintnetwork.org) March 2014 - August 2014
MIXR (www.mixr.cn) January 2012 - September 2013
Avant Capital Group, Inc. January 2010 - December 2011
Keating Investments, LLC July 1999 - December 2009
Medici Capital Management October 1997 - March 1999
Bear Stearns January 1996 - September 1997
Skills
Private Equity, Venture Capital, Start-ups, Due Diligence, Investment Banking, Strategy, Investments, Entrepreneurship, China Business..., New Business Development, Luxury Goods, Mergers & Acquisitions, Cross-border..., Private Placements, International Business, Portfolio Management, Business Development, Corporate Development, Equities, Hedge Funds, Finance, E-commerce, Import Export, Emerging Markets, Negotiation, Strategic Partnerships, Investment Advisory, Supply Chain Management, Sustainability, Business Strategy, Valuation, Management, Corporate Finance, Strategic Planning, Financial Modeling, Asset Management
Education
Stanford University Graduate School of Business 2014 — 2015
Master of Science in Management for Experienced Leaders (Sloan Master / MSx)
Columbia University (The Earth Institute) – Robert F. Kennedy Center for Justice and Human Rights
Executive Education, RFK Compass Sustainable Investing Program
Harvard Business School – Tsinghua SEM
Executive Education, Private Equity and Venture Capital - Asia
University of Warwick 1993 — 1994
Business
Università Ca' Foscari di Venezia 1990 — 1995
Economics, Quantitative Studies, Summa cum Laude
Auxanó Capital Partners August 2015 - Present
Stanford Graduate School of Business July 2014 - June 2015
Global Footprint Network (www.footprintnetwork.org) March 2014 - August 2014
MIXR (www.mixr.cn) January 2012 - September 2013
Avant Capital Group, Inc. January 2010 - December 2011
Keating Investments, LLC July 1999 - December 2009
Medici Capital Management October 1997 - March 1999
Bear Stearns January 1996 - September 1997
Skills
Private Equity, Venture Capital, Start-ups, Due Diligence, Investment Banking, Strategy, Investments, Entrepreneurship, China Business..., New Business Development, Luxury Goods, Mergers & Acquisitions, Cross-border..., Private Placements, International Business, Portfolio Management, Business Development, Corporate Development, Equities, Hedge Funds, Finance, E-commerce, Import Export, Emerging Markets, Negotiation, Strategic Partnerships, Investment Advisory, Supply Chain Management, Sustainability, Business Strategy, Valuation, Management, Corporate Finance, Strategic Planning, Financial Modeling, Asset Management
Education
Stanford University Graduate School of Business 2014 — 2015
Master of Science in Management for Experienced Leaders (Sloan Master / MSx)
Columbia University (The Earth Institute) – Robert F. Kennedy Center for Justice and Human Rights
Executive Education, RFK Compass Sustainable Investing Program
Harvard Business School – Tsinghua SEM
Executive Education, Private Equity and Venture Capital - Asia
University of Warwick 1993 — 1994
Business
Università Ca' Foscari di Venezia 1990 — 1995
Economics, Quantitative Studies, Summa cum Laude
Robert Farrer Robert Farrer's Bear Stearns Experience April 1997 - November 2002
Job Assoc Director at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics December 2014 - Present
PPR July 2013 - June 2014
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) August 2010 - October 2011
Pali Capital July 2006 - February 2010
Bear Stearns April 1997 - November 2002
Fidelity Investments January 1993 - April 1997
Skills
Equities, Trading, Equity Trading, Investments, Risk Management, Commodity, Strategic Planning, Electricity, Natural Gas, New Business Development, Chemicals, Transportation, Contract Negotiation, Marketing Strategy, Capital Markets, Stress Testing, Loss Forecasting, Credit Analysis, Credit Risk
Education
Bucknell University 1988 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs
Moody's Analytics December 2014 - Present
PPR July 2013 - June 2014
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) August 2010 - October 2011
Pali Capital July 2006 - February 2010
Bear Stearns April 1997 - November 2002
Fidelity Investments January 1993 - April 1997
Skills
Equities, Trading, Equity Trading, Investments, Risk Management, Commodity, Strategic Planning, Electricity, Natural Gas, New Business Development, Chemicals, Transportation, Contract Negotiation, Marketing Strategy, Capital Markets, Stress Testing, Loss Forecasting, Credit Analysis, Credit Risk
Education
Bucknell University 1988 — 1992
Bachelor of Arts (B.A.), International Relations and Affairs
Tim Kallas Tim Kallas's Bear Stearns Experience September 1993 - April 1999
Job Institutional Equity Sales
Industry Investment Banking
Experience
None Director, Institutional Equity SalesMizuho Securities USA Inc.November 2011 - May 2013
Caris & Company 2008 - November 2011
Oppenheimer & Co. November 2005 - June 2008
Wells Fargo Securities, LLC October 2002 - September 2005
Robertson Stephens January 2001 - July 2002
JP Morgan April 1999 - January 2001
Bear Stearns September 1993 - April 1999
US Army 1987 - 1992
Skills
Equities, Hedge Funds, Equity Research, Capital Markets, Series 7, Series 63, Equity Trading, Alternative Investments, Bloomberg, Securities, Financial Modeling, Investments, Valuation, Investment Banking, Mutual Funds, Portfolio Management, Fixed Income, IPO, Options, Asset Management, FINRA, Trading, Electronic Trading
Education
California State Polytechnic University-Pomona 1984 — 1987
BS, Business
New Mexico Military Institute 1982 — 1984
Associate's degree, Business, Management, Marketing, and Related Support Services
None Director, Institutional Equity SalesMizuho Securities USA Inc.November 2011 - May 2013
Caris & Company 2008 - November 2011
Oppenheimer & Co. November 2005 - June 2008
Wells Fargo Securities, LLC October 2002 - September 2005
Robertson Stephens January 2001 - July 2002
JP Morgan April 1999 - January 2001
Bear Stearns September 1993 - April 1999
US Army 1987 - 1992
Skills
Equities, Hedge Funds, Equity Research, Capital Markets, Series 7, Series 63, Equity Trading, Alternative Investments, Bloomberg, Securities, Financial Modeling, Investments, Valuation, Investment Banking, Mutual Funds, Portfolio Management, Fixed Income, IPO, Options, Asset Management, FINRA, Trading, Electronic Trading
Education
California State Polytechnic University-Pomona 1984 — 1987
BS, Business
New Mexico Military Institute 1982 — 1984
Associate's degree, Business, Management, Marketing, and Related Support Services
David Officer David Officer's Bear Stearns Experience June 2003 - July 2008
Job March Altus Capital Management
Industry Financial Services
Experience
March Altus Capital Management September 2014 - Present
Mesirow Financial October 2008 - August 2014
Bear Stearns June 2003 - July 2008
Goldman Sachs July 2000 - June 2003
Education
Bucknell University 1996 — 2000
BA, Economics and Finance
Summit High School 1992 — 1996
March Altus Capital Management September 2014 - Present
Mesirow Financial October 2008 - August 2014
Bear Stearns June 2003 - July 2008
Goldman Sachs July 2000 - June 2003
Education
Bucknell University 1996 — 2000
BA, Economics and Finance
Summit High School 1992 — 1996
Winnie Y. Dong's Bear Stearns Experience June 2007 - August 2007
Job Equity Research Associate
Industry Financial Services
Experience
Piper Jaffray March 2014 - Present
J.P. Morgan January 2013 - March 2014
Bloomberg March 2012 - January 2013
Bloomberg March 2010 - March 2012
Bloomberg June 2008 - February 2010
Bear Stearns June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Bloomberg Terminal, Project Planning, Financial Reporting, Project Execution, Financial Analysis, Private Equity, Budget Management, Project Initiation, Chinese culture, Japanese culture, Team Leadership, Translation, Series 63, Series 7, Equity Research
Education
Brandeis University 2004 — 2008
Bachelors of Art, Major in Psychology and East Asian Studies, Minor in Business, 3.89 / 4.0
Columbia University/Kyoto University (Kyoto Consortium for Japanese Studies) 2007 — 2007
Study Abroad, Japanese Language and Literature, 4.0/4.0
Piper Jaffray March 2014 - Present
J.P. Morgan January 2013 - March 2014
Bloomberg March 2012 - January 2013
Bloomberg March 2010 - March 2012
Bloomberg June 2008 - February 2010
Bear Stearns June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Bloomberg Terminal, Project Planning, Financial Reporting, Project Execution, Financial Analysis, Private Equity, Budget Management, Project Initiation, Chinese culture, Japanese culture, Team Leadership, Translation, Series 63, Series 7, Equity Research
Education
Brandeis University 2004 — 2008
Bachelors of Art, Major in Psychology and East Asian Studies, Minor in Business, 3.89 / 4.0
Columbia University/Kyoto University (Kyoto Consortium for Japanese Studies) 2007 — 2007
Study Abroad, Japanese Language and Literature, 4.0/4.0
James (Jim) Lyons's Bear Stearns Experience 2002 - 2004
Job Principal LCA LLC
Industry Investment Management
Experience
LCA LLC 2014 - Present
G & L Partners Inc. March 2013 - Present
First New York Securities November 2009 - January 2012
Access Global Partners 2004 - 2009
Bear Stearns 2002 - 2004
Societe Generale 1998 - 2002
ING Barings 1992 - 1998
Skills
Equities, Proprietary Trading, Emerging Markets, Equity Trading, Hedge Funds, Options, Commodity, Fixed Income, Derivatives, Bloomberg
Education
Briarcliffe College
Business law and management
LCA LLC 2014 - Present
G & L Partners Inc. March 2013 - Present
First New York Securities November 2009 - January 2012
Access Global Partners 2004 - 2009
Bear Stearns 2002 - 2004
Societe Generale 1998 - 2002
ING Barings 1992 - 1998
Skills
Equities, Proprietary Trading, Emerging Markets, Equity Trading, Hedge Funds, Options, Commodity, Fixed Income, Derivatives, Bloomberg
Education
Briarcliffe College
Business law and management
Nick Crudele Nick Crudele's Bear Stearns Experience September 2003 - March 2007
Job Consultant
Industry Financial Services
Experience
Eight of Nine Consulting March 2013 - Present
Securities and Exchange Commission June 2015 - August 2015
Securities Arbitration Clinic, Brooklyn Law School August 2014 - May 2015
United States Court of International Trade January 2015 - April 2015
The Dilenschneider Group February 2012 - March 2013
EMC August 2011 - February 2012
Pebble Flex March 2010 - August 2011
Morgan Stanley & Co March 2007 - February 2009
Bear Stearns September 2003 - March 2007
Skills
Competitive Analysis, Finance, Forecasting, Strategic Communications, Equities, Budgets, Integrated Marketing, Crisis Communications, Research, Public Relations, Strategy, Editing
Education
Brooklyn Law School 2012 — 2016
Rutgers University 2006 — 2009
Masters of Business Administration
Rutgers University 2000 — 2003
Bachelor of Arts, Communication
Eight of Nine Consulting March 2013 - Present
Securities and Exchange Commission June 2015 - August 2015
Securities Arbitration Clinic, Brooklyn Law School August 2014 - May 2015
United States Court of International Trade January 2015 - April 2015
The Dilenschneider Group February 2012 - March 2013
EMC August 2011 - February 2012
Pebble Flex March 2010 - August 2011
Morgan Stanley & Co March 2007 - February 2009
Bear Stearns September 2003 - March 2007
Skills
Competitive Analysis, Finance, Forecasting, Strategic Communications, Equities, Budgets, Integrated Marketing, Crisis Communications, Research, Public Relations, Strategy, Editing
Education
Brooklyn Law School 2012 — 2016
Rutgers University 2006 — 2009
Masters of Business Administration
Rutgers University 2000 — 2003
Bachelor of Arts, Communication
Barbara MacNair, LMT, Msc.'s Bear Stearns Experience June 2000 - November 2000
Job Founder/ Director
Industry Alternative Medicine
Experience
Mind, Body & Sole Wellness and Massage January 2008 - Present
Instructor March 2010 - Present
Various Spas and Chiropractors - Details upon request December 2006 - Present
Ordained Minister October 2010 - Present
Mind, Body & Sole Wellness and Massage March 2015 - Present
Bavia Health October 2010 - February 2012
180 Turning Lives Around, Inc. 2007 - 2009
MetLife March 2005 - August 2005
UBS Financial Services December 2000 - June 2004
Bear Stearns June 2000 - November 2000
Skills
Stress Relief, Swedish, Reiki, Reflexology, Aromatherapy, Wellness, Bodywork, Health, Myofascial Release, Teaching, Holistic Health, Stress Management, Healing, Relaxation, Mentoring, Microsoft Office, Pregnancy, Team Building, Spa, Trigger Point Therapy, Rehabilitation, Excel, Meditation, Pain, Pain Management, Treatment, Deep Tissue Massage, Microsoft Excel, Sports Injuries, Therapists, Chair Massage, Chronic Pain, Stretching, Energy Healing, Therapeutic Massage, Stress, Yoga, Medical Massage, Prenatal Care, Wellbeing, Back Pain
Education
Institute for Therapeutic Massage 2006 — 2006
HS of Art & Design 1970 — 1974
University of Life
Brookdale Community College
on hold, Social Science
Mind, Body & Sole Wellness and Massage January 2008 - Present
Instructor March 2010 - Present
Various Spas and Chiropractors - Details upon request December 2006 - Present
Ordained Minister October 2010 - Present
Mind, Body & Sole Wellness and Massage March 2015 - Present
Bavia Health October 2010 - February 2012
180 Turning Lives Around, Inc. 2007 - 2009
MetLife March 2005 - August 2005
UBS Financial Services December 2000 - June 2004
Bear Stearns June 2000 - November 2000
Skills
Stress Relief, Swedish, Reiki, Reflexology, Aromatherapy, Wellness, Bodywork, Health, Myofascial Release, Teaching, Holistic Health, Stress Management, Healing, Relaxation, Mentoring, Microsoft Office, Pregnancy, Team Building, Spa, Trigger Point Therapy, Rehabilitation, Excel, Meditation, Pain, Pain Management, Treatment, Deep Tissue Massage, Microsoft Excel, Sports Injuries, Therapists, Chair Massage, Chronic Pain, Stretching, Energy Healing, Therapeutic Massage, Stress, Yoga, Medical Massage, Prenatal Care, Wellbeing, Back Pain
Education
Institute for Therapeutic Massage 2006 — 2006
HS of Art & Design 1970 — 1974
University of Life
Brookdale Community College
on hold, Social Science
Christine Martuscello Christine Martuscello's Bear Stearns Experience 1993 - 1997
Job Securities Regulation Professional
Industry Financial Services
Experience
SEI July 2013 - March 2015
Wells Fargo February 2012 - June 2013
FINRA Financial Industry Regulatory Authority January 2010 - October 2011
Philadelphia Stock Exchange March 2004 - June 2009
Knight Trading Group 2001 - 2002
Preferred Capital Markets 2000 - 2001
Pacific Exchange 1997 - 2000
Bear Stearns 1993 - 1997
Skills
Compliance, Equities, Options, Trading, Derivatives, Securities
Education
Cabrillo College
Montgomery County Community College
State University of New York College at Plattsburgh
SEI July 2013 - March 2015
Wells Fargo February 2012 - June 2013
FINRA Financial Industry Regulatory Authority January 2010 - October 2011
Philadelphia Stock Exchange March 2004 - June 2009
Knight Trading Group 2001 - 2002
Preferred Capital Markets 2000 - 2001
Pacific Exchange 1997 - 2000
Bear Stearns 1993 - 1997
Skills
Compliance, Equities, Options, Trading, Derivatives, Securities
Education
Cabrillo College
Montgomery County Community College
State University of New York College at Plattsburgh
Sean Feeney Sean Feeney's Bear Stearns Experience 2004 - 2005
Job OZ Capital Management
Industry Financial Services
Experience
OZ Capital Management 2007 - Present
GGK 2006 - 2007
Bear Stearns 2004 - 2005
Ernst & Young 2001 - 2004
Skills
Accounting, Financial Analysis, Internal Controls, Financial Reporting, Hedge Funds, Finance, Auditing, Valuation, Equities, US GAAP, Management, Due Diligence, Sarbanes-Oxley Act, Financial Accounting, Microsoft Excel, GAAP, Derivatives, SEC Filings, Bloomberg, Analysis, Corporate Finance, Financial Modeling
Education
Bryant University 1998 — 2002
Bachelor of Science, Accounting
Plainfield High 1994 — 1998
OZ Capital Management 2007 - Present
GGK 2006 - 2007
Bear Stearns 2004 - 2005
Ernst & Young 2001 - 2004
Skills
Accounting, Financial Analysis, Internal Controls, Financial Reporting, Hedge Funds, Finance, Auditing, Valuation, Equities, US GAAP, Management, Due Diligence, Sarbanes-Oxley Act, Financial Accounting, Microsoft Excel, GAAP, Derivatives, SEC Filings, Bloomberg, Analysis, Corporate Finance, Financial Modeling
Education
Bryant University 1998 — 2002
Bachelor of Science, Accounting
Plainfield High 1994 — 1998
Matthew Callahan Matthew Callahan's Bear Stearns Experience August 1986 - May 1998
Job Adjunct Instructor of Finance at Providence College
Industry Investment Management
Experience
Providence College January 2014 - Present
Ash Creek Capital June 1998 - Present
Bling Barrier LLC January 2012 - December 2013
Bear Stearns August 1986 - May 1998
Skills
Fixed Income, Equities, Capital Markets, Hedge Funds, Investment Banking, Securities, Bloomberg, Derivatives, Alternative Investments, Trading, Valuation, Portfolio Management, Bonds, Asset Management, Financial Modeling, Investments, Management, Series 7, Private Equity, Strategy, Structured Products, Mergers & Acquisitions, Finance
Education
Harvard University 2009 — 2010
Master of Liberal Arts, Finance
Brown University 1983 — 1986
Sc.B., Applied Mathematics/Economics
Fairfield College Preparatory School 1978 — 1982
Providence College January 2014 - Present
Ash Creek Capital June 1998 - Present
Bling Barrier LLC January 2012 - December 2013
Bear Stearns August 1986 - May 1998
Skills
Fixed Income, Equities, Capital Markets, Hedge Funds, Investment Banking, Securities, Bloomberg, Derivatives, Alternative Investments, Trading, Valuation, Portfolio Management, Bonds, Asset Management, Financial Modeling, Investments, Management, Series 7, Private Equity, Strategy, Structured Products, Mergers & Acquisitions, Finance
Education
Harvard University 2009 — 2010
Master of Liberal Arts, Finance
Brown University 1983 — 1986
Sc.B., Applied Mathematics/Economics
Fairfield College Preparatory School 1978 — 1982
William Leahey William Leahey's Bear Stearns Experience October 2007 - July 2008
Job Vice President of Operations and Technology at SIFMA
Industry Financial Services
Experience
SIFMA March 2013 - Present
Financial Industry Regulatory Authority May 2011 - March 2013
Financial Industry Regulatory Authority June 2010 - May 2011
NYSE Regulation - Market Surveillance July 2008 - June 2010
Bear Stearns October 2007 - July 2008
US Securities and Exchange Commission January 2007 - April 2007
NYSE May 2006 - November 2006
Morgan Stanley, Compliance January 2006 - April 2006
Skills
FINRA, Securities, Equities, Capital Markets, Trading, Legal Writing, Legal Research, Financial Regulation, Equity Trading, Options
Education
Brooklyn Law School 2004 — 2007
University at Albany, SUNY 2000 — 2004
BS, Finance, Economics
SIFMA March 2013 - Present
Financial Industry Regulatory Authority May 2011 - March 2013
Financial Industry Regulatory Authority June 2010 - May 2011
NYSE Regulation - Market Surveillance July 2008 - June 2010
Bear Stearns October 2007 - July 2008
US Securities and Exchange Commission January 2007 - April 2007
NYSE May 2006 - November 2006
Morgan Stanley, Compliance January 2006 - April 2006
Skills
FINRA, Securities, Equities, Capital Markets, Trading, Legal Writing, Legal Research, Financial Regulation, Equity Trading, Options
Education
Brooklyn Law School 2004 — 2007
University at Albany, SUNY 2000 — 2004
BS, Finance, Economics
Vincent Mistretta Vincent Mistretta's Bear Stearns Experience September 1986 - August 1998
Job CoFounder, President & CoSenior Portfolio Manager
Industry Investment Management
Experience
Coherence Capital Partners LLC January 2012 - Present
Vincent Mistretta Photography January 2010 - Present
JNF Asset Management May 2011 - December 2011
L Plus LLC January 2010 - April 2011
UBS Investment Bank September 2002 - February 2009
SAC Capital Advisors June 2001 - July 2002
HSBC February 2000 - June 2001
Donaldson, Lufkin & Jenrette August 1998 - February 2000
Bear Stearns September 1986 - August 1998
Skills
Asset Management, Credit, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Asset Managment, Investments, Bonds, CDS, Capital Markets, Equities, Derivatives, Emerging Markets, High Yield, Series 7, Trading, Investment Management, Risk Management, Structured Products, Investment Banking, Securities
Education
Bucknell University 1982 — 1986
BA, Economics
Garden City High School 1978 — 1982
Coherence Capital Partners LLC January 2012 - Present
Vincent Mistretta Photography January 2010 - Present
JNF Asset Management May 2011 - December 2011
L Plus LLC January 2010 - April 2011
UBS Investment Bank September 2002 - February 2009
SAC Capital Advisors June 2001 - July 2002
HSBC February 2000 - June 2001
Donaldson, Lufkin & Jenrette August 1998 - February 2000
Bear Stearns September 1986 - August 1998
Skills
Asset Management, Credit, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Asset Managment, Investments, Bonds, CDS, Capital Markets, Equities, Derivatives, Emerging Markets, High Yield, Series 7, Trading, Investment Management, Risk Management, Structured Products, Investment Banking, Securities
Education
Bucknell University 1982 — 1986
BA, Economics
Garden City High School 1978 — 1982
Scott Burk Scott Burk's Bear Stearns Experience 2002 - 2008
Job VP Finance at Energy & Exploration Partners
Industry Oil & Energy
Experience
Energy & Exploration Partners 2012 - Present
Canaccord Genuity Inc. 2011 - 2012
Oppenheimer & Co. 2008 - 2011
Bear Stearns 2002 - 2008
Frost Securities 1999 - 2002
Shell 1994 - 1999
Skills
Equity Research, Valuation, Investment Banking, Equities, Asset Managment, Financial Modeling
Education
Brigham Young University
BS
Tulane University - A.B. Freeman School of Business
MBA
Energy & Exploration Partners 2012 - Present
Canaccord Genuity Inc. 2011 - 2012
Oppenheimer & Co. 2008 - 2011
Bear Stearns 2002 - 2008
Frost Securities 1999 - 2002
Shell 1994 - 1999
Skills
Equity Research, Valuation, Investment Banking, Equities, Asset Managment, Financial Modeling
Education
Brigham Young University
BS
Tulane University - A.B. Freeman School of Business
MBA
Charles Boucher Charles Boucher's Bear Stearns Experience June 1999 - February 2003
Job Managing Director, Technology Investment Banking at BoucherLensch Associates LLC
Industry Investment Banking
Experience
Boucher-Lensch Associates LLC January 2007 - Present
Instream Partners LLC August 2003 - August 2006
Bear Stearns June 1999 - February 2003
Hambrecht & Quist 1993 - 1996
Skills
Corporate Development, Private Equity, Investment Banking, Mergers, Venture Capital, Mergers & Acquisitions, Corporate Finance, Business Strategy, Strategic Partnerships, Equities, Investor Relations, Equity Research, Strategy, Start-ups, Management, Semiconductors, Investments, Valuation, Business Development, Due Diligence, Financial Modeling, Product Marketing, Executive Management, Competitive Analysis, Cross-functional Team...
Education
Massachusetts Institute of Technology 1980 — 1986
Ph.D., Electronic Materials Engineering
Brown University 1976 — 1980
Sc.B., Engineering
Boucher-Lensch Associates LLC January 2007 - Present
Instream Partners LLC August 2003 - August 2006
Bear Stearns June 1999 - February 2003
Hambrecht & Quist 1993 - 1996
Skills
Corporate Development, Private Equity, Investment Banking, Mergers, Venture Capital, Mergers & Acquisitions, Corporate Finance, Business Strategy, Strategic Partnerships, Equities, Investor Relations, Equity Research, Strategy, Start-ups, Management, Semiconductors, Investments, Valuation, Business Development, Due Diligence, Financial Modeling, Product Marketing, Executive Management, Competitive Analysis, Cross-functional Team...
Education
Massachusetts Institute of Technology 1980 — 1986
Ph.D., Electronic Materials Engineering
Brown University 1976 — 1980
Sc.B., Engineering
Kathy Butterfield Kathy Butterfield's Bear Stearns Experience November 1993 - August 1995
Job Senior Art Director/Designer at Woodrow Wilson International Center for Scholars
Industry Graphic Design
Experience
Woodrow Wilson International Center for Scholars June 2012 - Present
Aquent May 2008 - December 2012
Creative Group 2011 - 2011
Woodrow Wilson International Center for Scholars September 2010 - December 2010
PetSmart June 2009 - July 2010
Artovation August 2000 - June 2009
Arizona Public Service (APS) August 1995 - August 2000
Bear Stearns November 1993 - August 1995
Skills
Adobe Creative Suite, Photography, Advertising, Web Design, Branding & Identity, Logo Design, Brochures, Newsletters, Graphic Design, Marketing, Social Media Marketing, Direct Mail, Annual Reports, Posters, Layout, InDesign, Art, Art Direction, Pre-press, Banners, Corporate Identity, Creative Direction, WordPress, Image Manipulation, Email Marketing, Graphics, Corporate Branding, Collateral, Catalogs
Education
California State University-Long Beach 1986 — 1992
BFA in Graphic Design, Graphic Design and Art
Capistrano valley High School
Scottsdale Community College
Woodrow Wilson International Center for Scholars June 2012 - Present
Aquent May 2008 - December 2012
Creative Group 2011 - 2011
Woodrow Wilson International Center for Scholars September 2010 - December 2010
PetSmart June 2009 - July 2010
Artovation August 2000 - June 2009
Arizona Public Service (APS) August 1995 - August 2000
Bear Stearns November 1993 - August 1995
Skills
Adobe Creative Suite, Photography, Advertising, Web Design, Branding & Identity, Logo Design, Brochures, Newsletters, Graphic Design, Marketing, Social Media Marketing, Direct Mail, Annual Reports, Posters, Layout, InDesign, Art, Art Direction, Pre-press, Banners, Corporate Identity, Creative Direction, WordPress, Image Manipulation, Email Marketing, Graphics, Corporate Branding, Collateral, Catalogs
Education
California State University-Long Beach 1986 — 1992
BFA in Graphic Design, Graphic Design and Art
Capistrano valley High School
Scottsdale Community College
Carl Hasselbarth, Esq. Carl Hasselbarth, Esq.'s Bear Stearns Experience June 2007 - August 2007
Job Attorney and Tax Preparer
Industry Law Practice
Experience
Law Office of Carl W. Hasselbarth June 2012 - Present
Excelsior College May 2010 - May 2014
Hartmann Financial Group September 2010 - April 2014
Jackson Hewitt January 2011 - April 2011
Legal Aid Society of Northeastern New York, Inc. September 2009 - November 2009
Brooklyn Law School Legal Services, Corp. August 2008 - May 2009
US Securities and Exchange Commission May 2008 - August 2008
Commodity Futures Trading Commission September 2007 - December 2007
Bear Stearns June 2007 - August 2007
The Ayco Company, L.P. June 2003 - January 2006
Skills
Investments
Education
Brooklyn Law School 2006 — 2009
J.D., Law
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
BBA
University of Michigan 1999 — 2001
Guilderland Central High School 1995 — 1999
Law Office of Carl W. Hasselbarth June 2012 - Present
Excelsior College May 2010 - May 2014
Hartmann Financial Group September 2010 - April 2014
Jackson Hewitt January 2011 - April 2011
Legal Aid Society of Northeastern New York, Inc. September 2009 - November 2009
Brooklyn Law School Legal Services, Corp. August 2008 - May 2009
US Securities and Exchange Commission May 2008 - August 2008
Commodity Futures Trading Commission September 2007 - December 2007
Bear Stearns June 2007 - August 2007
The Ayco Company, L.P. June 2003 - January 2006
Skills
Investments
Education
Brooklyn Law School 2006 — 2009
J.D., Law
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
BBA
University of Michigan 1999 — 2001
Guilderland Central High School 1995 — 1999
David Richeson David Richeson's Bear Stearns Experience 1996 - 1998
Job Managing Director at Marina Maher Communications
Industry Public Relations and Communications
Experience
Marina Maher Communications April 2014 - Present
Fenton Communications March 2013 - December 2013
Kaplow Communications August 2011 - February 2013
Porter Novelli May 2010 - August 2011
SapientNitro April 2008 - May 2010
Deutsche Bank Securities 2002 - 2008
Lead Dog Digital 2000 - 2002
Braincraft 1998 - 2000
Bear Stearns 1996 - 1998
The Public Theater 1994 - 1996
Skills
Social Media Marketing, Social Media, Software Project..., Digital Marketing, Strategic Planning, Marketing Strategy, Business Strategy, Social Business, Social Media Measurement, Business Analysis, Analytics, Integrated Marketing, Digital Media, Financial Services, Financial Software..., Public Speaking, Leadership, Brand Development, Digital Strategy, Program Management, Marketing, Business Development, Management, Interactive Marketing, Social Networking, Community Management, Strategy, Content Development, Online Advertising, New Media, Blogging, Public Relations, Mobile Devices, Content Strategy, Corporate Communications, Online Marketing, Crisis Communications, Internal Communications, CRM, Marketing Communications, Media Relations, Thought Leadership, Project Management, E-commerce, Email Marketing, Reputation Management, Strategic Partnerships, Advertising, Brand Management, Strategic Communications
Education
Brown University 1988 — 1992
B.A., Philosophy, International Business, Theatre
Phillips Academy, Andover 1984 — 1988
Marina Maher Communications April 2014 - Present
Fenton Communications March 2013 - December 2013
Kaplow Communications August 2011 - February 2013
Porter Novelli May 2010 - August 2011
SapientNitro April 2008 - May 2010
Deutsche Bank Securities 2002 - 2008
Lead Dog Digital 2000 - 2002
Braincraft 1998 - 2000
Bear Stearns 1996 - 1998
The Public Theater 1994 - 1996
Skills
Social Media Marketing, Social Media, Software Project..., Digital Marketing, Strategic Planning, Marketing Strategy, Business Strategy, Social Business, Social Media Measurement, Business Analysis, Analytics, Integrated Marketing, Digital Media, Financial Services, Financial Software..., Public Speaking, Leadership, Brand Development, Digital Strategy, Program Management, Marketing, Business Development, Management, Interactive Marketing, Social Networking, Community Management, Strategy, Content Development, Online Advertising, New Media, Blogging, Public Relations, Mobile Devices, Content Strategy, Corporate Communications, Online Marketing, Crisis Communications, Internal Communications, CRM, Marketing Communications, Media Relations, Thought Leadership, Project Management, E-commerce, Email Marketing, Reputation Management, Strategic Partnerships, Advertising, Brand Management, Strategic Communications
Education
Brown University 1988 — 1992
B.A., Philosophy, International Business, Theatre
Phillips Academy, Andover 1984 — 1988
Mike Cahan Mike Cahan's Bear Stearns Experience December 2007 - March 2008
Job IT Operations Manager at National Computer Corp.
Industry Information Technology and Services
Experience
CHA Hollywood Presbyterian Medical Center March 2009 - Present
Dell 2009 - 2010
CBS Television Distribution December 2008 - January 2009
Regal Medical Group March 2008 - July 2008
Bear Stearns December 2007 - March 2008
Igmas Technologies November 2006 - December 2007
UCLA Medical Center June 2006 - August 2006
Old Master Products, Inc. December 2003 - April 2006
Pharmavite June 2003 - July 2003
Fox Broadcasting September 2002 - April 2003
Skills
Troubleshooting, Network Administration, Networking, Mac OS X, Windows 7, Windows XP Pro, Microsoft Office, Microsoft Exchange, OS X, Servers, Disaster Recovery, VPN, Hardware, XP, Active Directory, Software Installation, Operating Systems, Windows XP, Help Desk Support, Computer Hardware, Group Policy
Education
Computer Learning Center 1994 — 1995
Certificate, Computer Networking
California State University-Northridge 1988 — 1990
Pierce College 1986 — 1988
Associates, Electronics
CHA Hollywood Presbyterian Medical Center March 2009 - Present
Dell 2009 - 2010
CBS Television Distribution December 2008 - January 2009
Regal Medical Group March 2008 - July 2008
Bear Stearns December 2007 - March 2008
Igmas Technologies November 2006 - December 2007
UCLA Medical Center June 2006 - August 2006
Old Master Products, Inc. December 2003 - April 2006
Pharmavite June 2003 - July 2003
Fox Broadcasting September 2002 - April 2003
Skills
Troubleshooting, Network Administration, Networking, Mac OS X, Windows 7, Windows XP Pro, Microsoft Office, Microsoft Exchange, OS X, Servers, Disaster Recovery, VPN, Hardware, XP, Active Directory, Software Installation, Operating Systems, Windows XP, Help Desk Support, Computer Hardware, Group Policy
Education
Computer Learning Center 1994 — 1995
Certificate, Computer Networking
California State University-Northridge 1988 — 1990
Pierce College 1986 — 1988
Associates, Electronics
Tom Labadie Tom Labadie's Bear Stearns Experience 2007 - 2008
Job Managing Director at The Capstone Partnership
Industry Financial Services
Experience
The Capstone Partnership 2009 - Present
Columbia Business School 2008 - Present
JPMorgan Chase 2008 - 2008
Bear Stearns 2007 - 2008
Bear Stearns 2002 - 2007
Akzo Nobel 1997 - 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Bucknell University 1993 — 1997
BS, Chemical Engineering
The Capstone Partnership 2009 - Present
Columbia Business School 2008 - Present
JPMorgan Chase 2008 - 2008
Bear Stearns 2007 - 2008
Bear Stearns 2002 - 2007
Akzo Nobel 1997 - 2000
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
Bucknell University 1993 — 1997
BS, Chemical Engineering
Beau Standish, CFA Beau Standish, CFA's Bear Stearns Experience 2005 - 2006
Job Investment Management at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs July 2014 - Present
CFRA Research 2011 - June 2014
AllianceBernstein 2006 - 2011
Bear Stearns 2005 - 2006
Education
Bucknell University 1998 — 2002
Phillips Exeter Academy
Goldman Sachs July 2014 - Present
CFRA Research 2011 - June 2014
AllianceBernstein 2006 - 2011
Bear Stearns 2005 - 2006
Education
Bucknell University 1998 — 2002
Phillips Exeter Academy
Steven Dolinsky's Bear Stearns Experience May 2007 - August 2007
Job Sales Associate at RE/MAX CENTRAL
Industry Real Estate
Experience
RE/MAX CENTRAL September 2012 - Present
Park Hudson International July 2010 - July 2012
Dolinsky Remodeling Services LLC May 2008 - June 2010
Bear Stearns May 2007 - August 2007
Skills
Finance, Financial Services, Project Management, Sales, Talent Acquisition, Prime Brokerage, Executive Search, Capital Markets, Real Estate License, Real Estate, Real Estate Transactions, Risk Management, Fixed Income, Banking, Equities
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.A., Economics & Russian
Brookdale Community College 2003 — 2004
Associate's degree, Business Administration
RE/MAX CENTRAL September 2012 - Present
Park Hudson International July 2010 - July 2012
Dolinsky Remodeling Services LLC May 2008 - June 2010
Bear Stearns May 2007 - August 2007
Skills
Finance, Financial Services, Project Management, Sales, Talent Acquisition, Prime Brokerage, Executive Search, Capital Markets, Real Estate License, Real Estate, Real Estate Transactions, Risk Management, Fixed Income, Banking, Equities
Education
University of North Carolina at Chapel Hill 2004 — 2008
B.A., Economics & Russian
Brookdale Community College 2003 — 2004
Associate's degree, Business Administration
Darin Wright Darin Wright's Bear Stearns Experience March 2007 - March 2008
Job Insurance & Micro Business Benefits Advisor at Insphere Insurance Solutions
Industry Insurance
Experience
Insphere Insurance Solutions December 2014 - Present
Insperity April 2013 - December 2014
Freedom Equity Group January 2009 - February 2013
1st Capital Business Solutions March 2008 - December 2008
Bear Stearns March 2007 - March 2008
Pacific American Mortgage 2003 - 2007
Skills
Investments, Retirement Planning, Insurance, Financial Planning, Annuities, Sales Management, Leadership, New Business Development, Training, Fixed Annuities, Strategic Planning, Sales, Marketing, Strategic Financial..., Strategic Consulting
Education
University of Phoenix 1998 — 2000
M.A., Organizational Management
California State University-East Bay 1986 — 1990
BS, business
California State University-Hayward - School of Business and Economics 1986 — 1990
BS, Marketing
skyline
Insphere Insurance Solutions December 2014 - Present
Insperity April 2013 - December 2014
Freedom Equity Group January 2009 - February 2013
1st Capital Business Solutions March 2008 - December 2008
Bear Stearns March 2007 - March 2008
Pacific American Mortgage 2003 - 2007
Skills
Investments, Retirement Planning, Insurance, Financial Planning, Annuities, Sales Management, Leadership, New Business Development, Training, Fixed Annuities, Strategic Planning, Sales, Marketing, Strategic Financial..., Strategic Consulting
Education
University of Phoenix 1998 — 2000
M.A., Organizational Management
California State University-East Bay 1986 — 1990
BS, business
California State University-Hayward - School of Business and Economics 1986 — 1990
BS, Marketing
skyline
Stephen Chen (Stephen@renuvolt.com) Stephen Chen (Stephen@renuvolt.com)'s Bear Stearns Experience September 2006 - November 2008
Job Executive Founding Team at RenuVolt Technologies
Industry Electrical/Electronic Manufacturing
Experience
RenuVolt Technologies 2012 - Present
National Railroad Construction & Maintenance Association (NRC) 2012 - Present
Material Handling Equipment Distributors Association 2011 - Present
Oppenheimer Investments 2009 - 2012
The City University of New York 2008 - 2010
Bear Stearns September 2006 - November 2008
JPMorgan Chase 2005 - 2008
Laboratory of Edith Mathiowitz, Ph.D. 2002 - 2004
Education
Brown University
Columbia University in the City of New York
New York University
RenuVolt Technologies 2012 - Present
National Railroad Construction & Maintenance Association (NRC) 2012 - Present
Material Handling Equipment Distributors Association 2011 - Present
Oppenheimer Investments 2009 - 2012
The City University of New York 2008 - 2010
Bear Stearns September 2006 - November 2008
JPMorgan Chase 2005 - 2008
Laboratory of Edith Mathiowitz, Ph.D. 2002 - 2004
Education
Brown University
Columbia University in the City of New York
New York University
Ted A. Izatt Ted A. Izatt's Bear Stearns Experience March 2004 - August 2008
Job Chief Investment Officer at Quantum Reservoir Impact (QRI)
Industry Banking
Experience
Quantum Reservoir Impact (QRI) October 2008 - Present
Forbes Energy Services August 2012 - Present
Bear Stearns March 2004 - August 2008
Lehman Brothers July 1997 - February 2004
Moody's Investors Service February 1992 - June 1997
Barclays 1987 - January 1992
Bank of America 1984 - 1987
The Church of Jesus Christ of Latter-day Saints January 1975 - December 1976
Skills
Fixed Income, Financial Modeling, Investment Banking, Investments, Mergers, Energy Industry, Upstream, Fixed Income Analysis, Valuation
Education
Brigham Young University, Marriott School of Management 1980 — 1982
MBA, Finance
Brigham Young University 1974 — 1980
BA - Communications, Journalism (wrote for Daily Universe)
Quantum Reservoir Impact (QRI) October 2008 - Present
Forbes Energy Services August 2012 - Present
Bear Stearns March 2004 - August 2008
Lehman Brothers July 1997 - February 2004
Moody's Investors Service February 1992 - June 1997
Barclays 1987 - January 1992
Bank of America 1984 - 1987
The Church of Jesus Christ of Latter-day Saints January 1975 - December 1976
Skills
Fixed Income, Financial Modeling, Investment Banking, Investments, Mergers, Energy Industry, Upstream, Fixed Income Analysis, Valuation
Education
Brigham Young University, Marriott School of Management 1980 — 1982
MBA, Finance
Brigham Young University 1974 — 1980
BA - Communications, Journalism (wrote for Daily Universe)
Martin Sabarsky, JD, MBA Martin Sabarsky, JD, MBA's Bear Stearns Experience 1999 - 2000
Job Chief Executive Officer at Cellana, Inc.
Industry Biotechnology
Experience
Cellana, Inc. March 2011 - Present
HR BioPetroleum, Inc. January 2008 - March 2011
Verenium Corp. (formerly Diversa Corp.) May 2000 - January 2008
Bear Stearns 1999 - 2000
Latham & Watkins 1995 - 1999
Skills
Mergers, Strategy, Strategic Partnerships, Joint Ventures, Growth Capital, Cleantech, Leadership, Valuation, IPO, Finance, Equities, Venture Capital, Biotechnology, Investor Relations, Strategic Alliances, Management, Technology Transfer, Mergers & Acquisitions, Corporate Development, Business Development, Biofuels, Commercialization, Start-ups, Due Diligence, Energy, Business Strategy, Corporate Finance, Renewable Energy, Financial Analysis, Entrepreneurship, Intellectual Property, Project Finance, Licensing, Investments, Investment Banking, Executive Management, Private Equity, Corporate Law, Private Placements, M&A experience, Lifesciences, Acquisitions, Angel Investing, Acquisition Integration, International Business, Restructuring, Patents, Divestitures, R&D, Biomass
Education
University of California, San Diego - The Rady School of Management 2004 — 2006
MBA, Emphasis on Finance and New Product Development
Harvard Law School 1992 — 1995
J.D., Law
Brown University 1988 — 1992
A.B., Biology, Political Science (dual concentration)
Cellana, Inc. March 2011 - Present
HR BioPetroleum, Inc. January 2008 - March 2011
Verenium Corp. (formerly Diversa Corp.) May 2000 - January 2008
Bear Stearns 1999 - 2000
Latham & Watkins 1995 - 1999
Skills
Mergers, Strategy, Strategic Partnerships, Joint Ventures, Growth Capital, Cleantech, Leadership, Valuation, IPO, Finance, Equities, Venture Capital, Biotechnology, Investor Relations, Strategic Alliances, Management, Technology Transfer, Mergers & Acquisitions, Corporate Development, Business Development, Biofuels, Commercialization, Start-ups, Due Diligence, Energy, Business Strategy, Corporate Finance, Renewable Energy, Financial Analysis, Entrepreneurship, Intellectual Property, Project Finance, Licensing, Investments, Investment Banking, Executive Management, Private Equity, Corporate Law, Private Placements, M&A experience, Lifesciences, Acquisitions, Angel Investing, Acquisition Integration, International Business, Restructuring, Patents, Divestitures, R&D, Biomass
Education
University of California, San Diego - The Rady School of Management 2004 — 2006
MBA, Emphasis on Finance and New Product Development
Harvard Law School 1992 — 1995
J.D., Law
Brown University 1988 — 1992
A.B., Biology, Political Science (dual concentration)
Ben Chelovich Ben Chelovich's Bear Stearns Experience 2003 - 2007
Job Engagement Manager
Industry Management Consulting
Experience
Strategy&, part of the PwC network August 2011 - Present
Diamond Management & Technology Consultants May 2010 - August 2010
J.P. Morgan 2007 - 2009
Bear Stearns 2003 - 2007
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration, Management & Strategy, Finance, and Analytical Consulting
Brown University 1999 — 2003
Bachelor of Arts, Business Economics
Strategy&, part of the PwC network August 2011 - Present
Diamond Management & Technology Consultants May 2010 - August 2010
J.P. Morgan 2007 - 2009
Bear Stearns 2003 - 2007
Education
Northwestern University - Kellogg School of Management 2009 — 2011
Master of Business Administration, Management & Strategy, Finance, and Analytical Consulting
Brown University 1999 — 2003
Bachelor of Arts, Business Economics
George Hoglund, CFA George Hoglund, CFA's Bear Stearns Experience July 2005 - June 2008
Job Equity Research REITs at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company July 2013 - Present
Fitch Ratings September 2010 - June 2013
Barclays Capital / Lehman Brothers Inc June 2008 - January 2009
Bear Stearns July 2005 - June 2008
Banc of America Securities December 1999 - June 2003
Tierranueva S.A. January 1997 - October 1998
Skills
Valuation, Portfolio Management, Equities, DCF, Credit Analysis, Equity Research, Financial Modeling
Education
Simon Graduate School of Business, University of Rochester 2003 — 2005
MBA, Finance, International Management
California State University-East Bay 1993 — 1996
BS Business Administration, Finance
Jefferies & Company July 2013 - Present
Fitch Ratings September 2010 - June 2013
Barclays Capital / Lehman Brothers Inc June 2008 - January 2009
Bear Stearns July 2005 - June 2008
Banc of America Securities December 1999 - June 2003
Tierranueva S.A. January 1997 - October 1998
Skills
Valuation, Portfolio Management, Equities, DCF, Credit Analysis, Equity Research, Financial Modeling
Education
Simon Graduate School of Business, University of Rochester 2003 — 2005
MBA, Finance, International Management
California State University-East Bay 1993 — 1996
BS Business Administration, Finance
Chip Lontai Chip Lontai's Bear Stearns Experience July 2000 - February 2003
Job VP, AD, StreetAccount Process Improvement and Methodology
Industry Information Services
Experience
FactSet StreetAccount June 2013 - Present
FactSet StreetAccount July 2012 - June 2013
StreetAccount LLC May 2008 - July 2012
StreetAccount LLC April 2006 - May 2008
MBNA January 2004 - April 2006
Bear Stearns July 2000 - February 2003
Comtex Information Systems 1996 - 1998
Bankers Trust 1994 - 1996
Skills
Management, Strategy, Timely Decision Making, Business Strategy, International..., Corporate Development, Managing Workflow, Project Management, Competitive Analysis, Human Resources, Content Strategy, Hiring Employees, Equity Valuation, Financial Modeling, Professional..., Leadership, Program Management, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Finance
Bucknell University 1990 — 1994
BA, Economics, Psychology
FactSet StreetAccount June 2013 - Present
FactSet StreetAccount July 2012 - June 2013
StreetAccount LLC May 2008 - July 2012
StreetAccount LLC April 2006 - May 2008
MBNA January 2004 - April 2006
Bear Stearns July 2000 - February 2003
Comtex Information Systems 1996 - 1998
Bankers Trust 1994 - 1996
Skills
Management, Strategy, Timely Decision Making, Business Strategy, International..., Corporate Development, Managing Workflow, Project Management, Competitive Analysis, Human Resources, Content Strategy, Hiring Employees, Equity Valuation, Financial Modeling, Professional..., Leadership, Program Management, Strategic Planning
Education
University of California, Berkeley, Haas School of Business 1998 — 2000
MBA, Finance
Bucknell University 1990 — 1994
BA, Economics, Psychology
Jennifer McCaskey Jennifer McCaskey's Bear Stearns Experience November 2004 - October 2007
Job Mortgage Technology
Industry Financial Services
Experience
Bank of America August 2010 - Present
MarleyBlue Business Solutions February 2007 - Present
Fortace, LLC April 2010 - August 2010
Wells Fargo Bank March 2009 - April 2010
Kimberton Whole Foods July 2008 - November 2008
Bear Stearns Residential Mortgage 2005 - 2008
Bear Stearns November 2004 - October 2007
Decision One Mortgage July 1998 - November 2004
Upland/ABS Financial July 1996 - July 1998
Conti Mortgage 1994 - 1996
Skills
Leadership, Loans, Mortgage Lending, Credit, Credit Risk, Banking, Sales, Finance, Marketing, Account Management, Insurance, Selling, Loan Origination, Sales Management, Training, Mortgage Banking, Management, Underwriting
Education
Bucks County Community College
Real Estate Law
Wilkes University
Computer Science, Electrical Engineering
Bank of America August 2010 - Present
MarleyBlue Business Solutions February 2007 - Present
Fortace, LLC April 2010 - August 2010
Wells Fargo Bank March 2009 - April 2010
Kimberton Whole Foods July 2008 - November 2008
Bear Stearns Residential Mortgage 2005 - 2008
Bear Stearns November 2004 - October 2007
Decision One Mortgage July 1998 - November 2004
Upland/ABS Financial July 1996 - July 1998
Conti Mortgage 1994 - 1996
Skills
Leadership, Loans, Mortgage Lending, Credit, Credit Risk, Banking, Sales, Finance, Marketing, Account Management, Insurance, Selling, Loan Origination, Sales Management, Training, Mortgage Banking, Management, Underwriting
Education
Bucks County Community College
Real Estate Law
Wilkes University
Computer Science, Electrical Engineering
Ryan Delahanty's Bear Stearns Experience April 2003 - July 2004
Job Director Strategic Partnerships at NBCUniversal, Inc.
Industry Entertainment
Experience
NBCUniversal Live Group August 2012 - Present
MTV Networks April 2010 - August 2012
Comedy Central October 2006 - April 2010
Nickelodeon November 2005 - October 2006
Banc of America Securities July 2004 - October 2005
Bear Stearns April 2003 - July 2004
Skills
ad sales, integrated marketing, Strategic Partnerships, Sponsorship, Partnership Marketing, Creative Strategy, Entertainment, Media, Digital Media, Marketing, Marketing Strategy, Sales, Creative Solutions, Management, Manage Client..., Advertising, Online Advertising, co-branded partnerships, Branded Entertainment, Project Management, Promotions, event marketing, Social Media, Leadership, Media Buying, Media Planning, Business Development, Business Strategy, Integrated Marketing, Event Planning, Digital Marketing, Mobile Marketing, Mobile Advertising, Online Marketing, Copywriting, Account Management, Digital Strategy, Social Media Marketing, Interactive Marketing, comScore, Product Marketing, Strategy, SEM, Television, Mobile Devices, Broadcast
Education
Bucknell University 1998 — 2002
Bachelor of Arts, English Literature, American History
Trinity-Pawling 1995 — 1998
High School Diploma
NBCUniversal Live Group August 2012 - Present
MTV Networks April 2010 - August 2012
Comedy Central October 2006 - April 2010
Nickelodeon November 2005 - October 2006
Banc of America Securities July 2004 - October 2005
Bear Stearns April 2003 - July 2004
Skills
ad sales, integrated marketing, Strategic Partnerships, Sponsorship, Partnership Marketing, Creative Strategy, Entertainment, Media, Digital Media, Marketing, Marketing Strategy, Sales, Creative Solutions, Management, Manage Client..., Advertising, Online Advertising, co-branded partnerships, Branded Entertainment, Project Management, Promotions, event marketing, Social Media, Leadership, Media Buying, Media Planning, Business Development, Business Strategy, Integrated Marketing, Event Planning, Digital Marketing, Mobile Marketing, Mobile Advertising, Online Marketing, Copywriting, Account Management, Digital Strategy, Social Media Marketing, Interactive Marketing, comScore, Product Marketing, Strategy, SEM, Television, Mobile Devices, Broadcast
Education
Bucknell University 1998 — 2002
Bachelor of Arts, English Literature, American History
Trinity-Pawling 1995 — 1998
High School Diploma
Justin Demko Justin Demko's Bear Stearns Experience 2003 - 2007
Job Senior Vice President & Sr. Portfolio Manager Wealth Management at UBS Private Wealth Management
Industry Financial Services
Experience
UBS 2007 - Present
Bear Stearns 2003 - 2007
Oppenheimer & Co. March 1999 - September 2003
Education
Columbia University in the City of New York 2012 — 2012
Portfolio Management, Finance
New York University 2005 — 2007
CFP, Financial Planning
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor of Science, Business Administration
UBS 2007 - Present
Bear Stearns 2003 - 2007
Oppenheimer & Co. March 1999 - September 2003
Education
Columbia University in the City of New York 2012 — 2012
Portfolio Management, Finance
New York University 2005 — 2007
CFP, Financial Planning
California Polytechnic State University-San Luis Obispo 1995 — 1998
Bachelor of Science, Business Administration
Trish Mills - Muench's Bear Stearns Experience 2003 - 2009
Job Human Resources Manager at BrianDavid, Realtors
Industry Real Estate
Experience
BrianDavid, LLC Realtors 2009 - 2014
Bear Stearns 2003 - 2009
Zurich Capital Markets 2001 - 2003
Regus 2000 - 2001
Alliance Business Centers 1997 - 2000
Skills
Human Resources, Hiring & Rentention, Training & Development, Compensation / Payroll, Employee Relations, Performance Management, Personnel Records..., Project Management, Budgeting, Organizational Design &..., Customer Relationship..., Vendor & Contract..., Exceptional..., Onboarding, Workforce Planning, Talent Management, Talent Acquisition, Succession Planning, Personnel Management, Vendor Management, Employee Engagement, Benefits Administration, Deferred Compensation, Team Building, HR Policies, PeopleSoft, Applicant Tracking..., HRIS, Employee Benefits, Compensation & Benefit
Education
Brookdale Community College 2008 — 2009
AAS, Business Management
BrianDavid, LLC Realtors 2009 - 2014
Bear Stearns 2003 - 2009
Zurich Capital Markets 2001 - 2003
Regus 2000 - 2001
Alliance Business Centers 1997 - 2000
Skills
Human Resources, Hiring & Rentention, Training & Development, Compensation / Payroll, Employee Relations, Performance Management, Personnel Records..., Project Management, Budgeting, Organizational Design &..., Customer Relationship..., Vendor & Contract..., Exceptional..., Onboarding, Workforce Planning, Talent Management, Talent Acquisition, Succession Planning, Personnel Management, Vendor Management, Employee Engagement, Benefits Administration, Deferred Compensation, Team Building, HR Policies, PeopleSoft, Applicant Tracking..., HRIS, Employee Benefits, Compensation & Benefit
Education
Brookdale Community College 2008 — 2009
AAS, Business Management
Alex Striler's Bear Stearns Experience August 1992 - September 1996
Job Director of Sales and Marketing, Team Lucas
Industry Oil & Energy
Experience
Lucas Oil Products January 2015 - Present
Lucas Oil Products September 2011 - Present
X Play Nation of Action Sports April 2009 - December 2010
Championship Off Road Racing October 2005 - March 2009
Osiris Shoes November 2004 - August 2005
Bokasmo November 1998 - March 2004
Banco Santander October 1996 - October 1998
Bear Stearns August 1992 - September 1996
Fremont Financial Corporation 1988 - 1989
Skills
Event Management, Sponsorship, Brand Development, Sponsorship Sales, Sponsorship Strategy, Sponsorship Negotiations, Action Sports, Motorsports, Racing, Product Development, Apparel, Marketing Strategy, Sales, Sports Marketing, Relationship Marketing, Marketing, Social Media Marketing, Trade Shows, Strategic Planning, Advertising, Entrepreneurship, Brand Awareness, New Business Development, Leadership, New Media, Management, Marketing Communications, Brand Management, Television, Sports, Market Planning, Social Media, Budgets, Program Management, Public Relations, Retail, Automotive, Email Marketing, Online Marketing, Product Marketing, Direct Marketing
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
M.B.A., Strategic Management
California State Polytechnic University-Pomona 1985 — 1989
B.S.B.A., Finance & Marketing
Lucas Oil Products January 2015 - Present
Lucas Oil Products September 2011 - Present
X Play Nation of Action Sports April 2009 - December 2010
Championship Off Road Racing October 2005 - March 2009
Osiris Shoes November 2004 - August 2005
Bokasmo November 1998 - March 2004
Banco Santander October 1996 - October 1998
Bear Stearns August 1992 - September 1996
Fremont Financial Corporation 1988 - 1989
Skills
Event Management, Sponsorship, Brand Development, Sponsorship Sales, Sponsorship Strategy, Sponsorship Negotiations, Action Sports, Motorsports, Racing, Product Development, Apparel, Marketing Strategy, Sales, Sports Marketing, Relationship Marketing, Marketing, Social Media Marketing, Trade Shows, Strategic Planning, Advertising, Entrepreneurship, Brand Awareness, New Business Development, Leadership, New Media, Management, Marketing Communications, Brand Management, Television, Sports, Market Planning, Social Media, Budgets, Program Management, Public Relations, Retail, Automotive, Email Marketing, Online Marketing, Product Marketing, Direct Marketing
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
M.B.A., Strategic Management
California State Polytechnic University-Pomona 1985 — 1989
B.S.B.A., Finance & Marketing
Aldo René Fierro Aldo René Fierro's Bear Stearns Experience September 2005 - June 2006
Job Creative/Business Operational Professional
Industry Management Consulting
Experience
Seek Business Capital March 2015 - Present
Direct Business Lending May 2014 - Present
Breakthrough Ads April 2014 - Present
Freelance Business Management March 2013 - Present
LivingHomes August 2006 - February 2013
Bear Stearns September 2005 - June 2006
Bear Stearns April 2002 - August 2005
Skills
Microsoft Word, Microsoft Excel, Expense Management, Microsoft Office, Asset Managment, QuickBooks, CRM, PowerPoint, Vertical Response, SugarCRM, Constant Contact, ACT!, Social Media, Outlook, Salesforce.com, Wordpress, HTML, Sustainability, C Level Management, LEED
Education
California College of the Arts
Wood Furniture
Seek Business Capital March 2015 - Present
Direct Business Lending May 2014 - Present
Breakthrough Ads April 2014 - Present
Freelance Business Management March 2013 - Present
LivingHomes August 2006 - February 2013
Bear Stearns September 2005 - June 2006
Bear Stearns April 2002 - August 2005
Skills
Microsoft Word, Microsoft Excel, Expense Management, Microsoft Office, Asset Managment, QuickBooks, CRM, PowerPoint, Vertical Response, SugarCRM, Constant Contact, ACT!, Social Media, Outlook, Salesforce.com, Wordpress, HTML, Sustainability, C Level Management, LEED
Education
California College of the Arts
Wood Furniture
Michael D'Agostino Michael D'Agostino's Bear Stearns Experience 2006 - 2008
Job Founder + CEO at Tentrr
Industry Internet
Experience
Tentrr March 2015 - Present
NYSE April 2010 - March 2015
Bear Stearns 2006 - 2008
BMO Capital Markets 2002 - 2006
Skills
Equities, Investment Banking, Valuation, Private Equity, Finance
Education
Bucknell University
BA, Political Science
Kingswood-Oxford School
Tentrr March 2015 - Present
NYSE April 2010 - March 2015
Bear Stearns 2006 - 2008
BMO Capital Markets 2002 - 2006
Skills
Equities, Investment Banking, Valuation, Private Equity, Finance
Education
Bucknell University
BA, Political Science
Kingswood-Oxford School
Aidan Nguyen Aidan Nguyen's Bear Stearns Experience February 2008 - March 2009
Job Business owner
Industry Financial Services
Experience
Tra House March 2011 - Present
Bear Stearns February 2008 - March 2009
Skills
Time Management, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Data Entry, Teamwork, Filing
Education
Cal State Fullerton 2007 — 2011
BBA, Business Administration
Tra House March 2011 - Present
Bear Stearns February 2008 - March 2009
Skills
Time Management, Microsoft Office, Customer Service, Microsoft Word, Microsoft Excel, Data Entry, Teamwork, Filing
Education
Cal State Fullerton 2007 — 2011
BBA, Business Administration
Chris Tokarski Chris Tokarski's Bear Stearns Experience September 1993 - March 1995
Job Managing Partner at ACORE Capital
Industry Commercial Real Estate
Experience
ACORE Capital May 2015 - Present
Coastal Capital Partners September 2014 - May 2015
Starwood Capital Group October 2010 - September 2014
Coastal Capital Real Estate Advisors, Inc. December 2008 - October 2010
Countrywide Commercial Real Estate Finance April 2004 - September 2008
Coastal Capital Partners April 1999 - April 2004
Nomura April 1995 - March 1999
Bear Stearns September 1993 - March 1995
Skills
CMBS, Asset Management, Loans, Real Estate, Commercial Real Estate, Structured Finance, Credit, Finance, Underwriting, Financial Structuring, Disposition, Mortgage Lending, Equities, Risk Management, Acquisitions, Due Diligence, Mergers & Acquisitions, Mezzanine, Asset Managment, Real Estate Economics, Dispositions
Education
Brown University 1989 — 1993
BA, Business Ecconomics / Organizational Behavior and Management
RPHS 1986 — 1989
ACORE Capital May 2015 - Present
Coastal Capital Partners September 2014 - May 2015
Starwood Capital Group October 2010 - September 2014
Coastal Capital Real Estate Advisors, Inc. December 2008 - October 2010
Countrywide Commercial Real Estate Finance April 2004 - September 2008
Coastal Capital Partners April 1999 - April 2004
Nomura April 1995 - March 1999
Bear Stearns September 1993 - March 1995
Skills
CMBS, Asset Management, Loans, Real Estate, Commercial Real Estate, Structured Finance, Credit, Finance, Underwriting, Financial Structuring, Disposition, Mortgage Lending, Equities, Risk Management, Acquisitions, Due Diligence, Mergers & Acquisitions, Mezzanine, Asset Managment, Real Estate Economics, Dispositions
Education
Brown University 1989 — 1993
BA, Business Ecconomics / Organizational Behavior and Management
RPHS 1986 — 1989
Kay Mutton Kay Mutton's Bear Stearns Experience October 1983 - May 1995
Job Senior Registered Associate
Industry Investment Banking
Experience
Morgan Stanley May 2014 - Present
UBS Financial Services September 2008 - May 2012
Merrill Lynch September 2001 - September 2008
Smith Barney September 1998 - September 2001
CIBC World Markets May 1995 - September 1998
Bear Stearns October 1983 - May 1995
Skills
Series 7, Fixed Income, Series 63, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., FINRA, Retirement Planning, Customer Service, Coaching, Fundraising, Equities, Bloomberg, Non-profits, Asset Allocation, CRM
Education
Bryant & Stratton College 1963 — 1965
Morgan Stanley May 2014 - Present
UBS Financial Services September 2008 - May 2012
Merrill Lynch September 2001 - September 2008
Smith Barney September 1998 - September 2001
CIBC World Markets May 1995 - September 1998
Bear Stearns October 1983 - May 1995
Skills
Series 7, Fixed Income, Series 63, Securities, Mutual Funds, Wealth Management, Uniform Combined State..., FINRA, Retirement Planning, Customer Service, Coaching, Fundraising, Equities, Bloomberg, Non-profits, Asset Allocation, CRM
Education
Bryant & Stratton College 1963 — 1965
Risley Sams, CFP®, MBA Risley Sams, CFP®, MBA's Bear Stearns Experience May 2007 - March 2008
Job President at RHS Financial
Industry Investment Management
Experience
RHS Financial March 2009 - Present
Merrill Lynch March 2008 - March 2009
Bear Stearns May 2007 - March 2008
Smith Barney July 2002 - May 2007
California Modern Gallery 2003 - 2007
Skills
Financial Planning, Financial Analysis, Asset Management, New Business Development, Portfolio Management, Investments, Operations Management, Compliance, Financial Services, Strategic Financial..., Wealth Management, Equity Trading, Fixed Income, Trading, ETFs, Business Strategy, Finance, Valuation, Equities, Retirement Planning, Retirement, Financial Modeling, Mortgage Lending, Bonds, Mutual Funds, Derivatives, Bloomberg, Securities, Wealth Management..., Asset Allocation, Alternative Investments, Investment Management, Mergers, Corporate Finance, Equity Research, Private Equity, Asset Managment, Venture Capital, Investment Advisory, M&A experience, Hedge Funds, Investment Strategies, Start-ups, Risk Management, Series 7, Due Diligence, Financial Advisory, Investment Banking, Series 63, Options
Education
Purdue University - Krannert School of Management 2000 — 2002
MBA, Finance
Purdue University 1999 — 2001
MBA, Business
California State University-Chico 1989 — 1993
BS, Business Administration
Redwood High School
RHS Financial March 2009 - Present
Merrill Lynch March 2008 - March 2009
Bear Stearns May 2007 - March 2008
Smith Barney July 2002 - May 2007
California Modern Gallery 2003 - 2007
Skills
Financial Planning, Financial Analysis, Asset Management, New Business Development, Portfolio Management, Investments, Operations Management, Compliance, Financial Services, Strategic Financial..., Wealth Management, Equity Trading, Fixed Income, Trading, ETFs, Business Strategy, Finance, Valuation, Equities, Retirement Planning, Retirement, Financial Modeling, Mortgage Lending, Bonds, Mutual Funds, Derivatives, Bloomberg, Securities, Wealth Management..., Asset Allocation, Alternative Investments, Investment Management, Mergers, Corporate Finance, Equity Research, Private Equity, Asset Managment, Venture Capital, Investment Advisory, M&A experience, Hedge Funds, Investment Strategies, Start-ups, Risk Management, Series 7, Due Diligence, Financial Advisory, Investment Banking, Series 63, Options
Education
Purdue University - Krannert School of Management 2000 — 2002
MBA, Finance
Purdue University 1999 — 2001
MBA, Business
California State University-Chico 1989 — 1993
BS, Business Administration
Redwood High School
Marjorie Churgin's Bear Stearns Experience 1988 - 1992
Job Business Development Director, AnalytixInsight
Industry Investment Management
Experience
AnalytixInsight September 2013 - Present
Economist Intelligence Unit, The Economist Group February 2011 - January 2013
CSA 2007 - 2009
Daiwa Securities 1992 - 1994
Bear Stearns 1988 - 1992
Goldman Sachs 1986 - 1987
Skills
Business Relationship..., Capital Markets, Structured Finance, Fixed Income, Financial Analysis, Investment Management, Strategy, Alternative Investments, Asset Management, Equities, Credit, Private Equity, Financial Services, Options, Trading, Corporate Finance, Valuation, Analytics, Risk Management, Forecasting, Portfolio Management, Banking, Business Development, Hedge Funds, Investments, Financial Modeling, Finance, Financial Markets, Emerging Markets
Education
Columbia University - Columbia Business School 1985 — 1986
MBA, Finance
Brown University
BA
AnalytixInsight September 2013 - Present
Economist Intelligence Unit, The Economist Group February 2011 - January 2013
CSA 2007 - 2009
Daiwa Securities 1992 - 1994
Bear Stearns 1988 - 1992
Goldman Sachs 1986 - 1987
Skills
Business Relationship..., Capital Markets, Structured Finance, Fixed Income, Financial Analysis, Investment Management, Strategy, Alternative Investments, Asset Management, Equities, Credit, Private Equity, Financial Services, Options, Trading, Corporate Finance, Valuation, Analytics, Risk Management, Forecasting, Portfolio Management, Banking, Business Development, Hedge Funds, Investments, Financial Modeling, Finance, Financial Markets, Emerging Markets
Education
Columbia University - Columbia Business School 1985 — 1986
MBA, Finance
Brown University
BA
Nicholas Enthoven Nicholas Enthoven's Bear Stearns Experience June 2005 - August 2005
Job Vice President at Atlas Advisors
Industry Financial Services
Experience
Atlas Advisors November 2007 - Present
Integrated Finance Ltd August 2006 - October 2007
Bear Stearns June 2005 - August 2005
Skills
Corporate Finance, Consumer Products, Mergers, Financial Modeling, Valuation, Private Equity, Business Valuation, Finance, Mergers & Acquisitions, Start-ups, Investment Banking, Bloomberg, Investments
Education
Bucknell University 2002 — 2006
BS, Business Management
Atlas Advisors November 2007 - Present
Integrated Finance Ltd August 2006 - October 2007
Bear Stearns June 2005 - August 2005
Skills
Corporate Finance, Consumer Products, Mergers, Financial Modeling, Valuation, Private Equity, Business Valuation, Finance, Mergers & Acquisitions, Start-ups, Investment Banking, Bloomberg, Investments
Education
Bucknell University 2002 — 2006
BS, Business Management
Steve Rosenthal Steve Rosenthal's Bear Stearns Experience 1994 - 2000
Job Global Treasurer and Managing Director at Broadridge
Industry Information Technology and Services
Experience
Broadridge March 2007 - Present
Morgan Stanley February 2001 - February 2007
Morgan Stanley (New York, NY) 2001 - 2007
Bear Stearns 1994 - 2000
Skills
Treasury Management, Cash Management, Capital Markets, Treasury, Banking, Financial Services, Investments, Credit, Securities, Enterprise Risk..., Fixed Income, Equities, Hedge Funds, Back Office, Working Capital..., Mutual Funds, Risk Management, Prime Brokerage, Finance, Foreign Exchange, Bloomberg, Portfolio Management, Financial Risk, Financial Analysis, Derivatives
Education
Wharton School, University of Pennsylvania 2011 — 2013
Extended Learning Certification, Finance, Leadership
Bridgewater State University 1992 — 1993
MA
State University of New York at Albany 1987 — 1992
BA
Broadridge March 2007 - Present
Morgan Stanley February 2001 - February 2007
Morgan Stanley (New York, NY) 2001 - 2007
Bear Stearns 1994 - 2000
Skills
Treasury Management, Cash Management, Capital Markets, Treasury, Banking, Financial Services, Investments, Credit, Securities, Enterprise Risk..., Fixed Income, Equities, Hedge Funds, Back Office, Working Capital..., Mutual Funds, Risk Management, Prime Brokerage, Finance, Foreign Exchange, Bloomberg, Portfolio Management, Financial Risk, Financial Analysis, Derivatives
Education
Wharton School, University of Pennsylvania 2011 — 2013
Extended Learning Certification, Finance, Leadership
Bridgewater State University 1992 — 1993
MA
State University of New York at Albany 1987 — 1992
BA
Josh Mayer, CFA Josh Mayer, CFA's Bear Stearns Experience May 2003 - September 2003
Job Institutional Sales at CFRA
Industry Financial Services
Experience
CFRA Research December 2008 - Present
CFRA September 2007 - November 2008
Lord Abbett May 2005 - September 2007
Lord Abbett June 2004 - September 2007
Bear Stearns May 2003 - September 2003
Skills
Research, Hedge Funds, Mutual Funds, Interest Rate..., Capital Markets, Fixed Annuities, Securities, Relationship Management, Investments, CRM, Alternative Investments, Fixed Income, Equities
Education
Bucknell University 2000 — 2004
Bachelor of Arts, Economics
CFRA Research December 2008 - Present
CFRA September 2007 - November 2008
Lord Abbett May 2005 - September 2007
Lord Abbett June 2004 - September 2007
Bear Stearns May 2003 - September 2003
Skills
Research, Hedge Funds, Mutual Funds, Interest Rate..., Capital Markets, Fixed Annuities, Securities, Relationship Management, Investments, CRM, Alternative Investments, Fixed Income, Equities
Education
Bucknell University 2000 — 2004
Bachelor of Arts, Economics
Robert Frawley Robert Frawley's Bear Stearns Experience May 2007 - June 2008
Job VP at JPMorgan
Industry Information Technology and Services
Experience
JPMorgan June 2008 - Present
Bear Stearns May 2007 - June 2008
Citi March 2003 - May 2007
Salomon Smith Barney March 1999 - June 2003
PC AGE Career Institute June 1997 - March 1999
ALL-STATE LEGAL May 1988 - June 1997
MCI 1984 - 1988
Skills
Vendor Management, IT Strategy, Risk Management, IT Management, SDLC, Networking, Business Analysis, ITIL, Program Management, Process Improvement, Portfolio Management, Project Management, PMP, Change Management, Asset Managment
Education
Villanova University 2004 — 2006
M.S., Project Management
Caldwell University 1999 — 2003
B.S., Business Management
Saint John's University 1984 — 1986
AS, MIS
JPMorgan June 2008 - Present
Bear Stearns May 2007 - June 2008
Citi March 2003 - May 2007
Salomon Smith Barney March 1999 - June 2003
PC AGE Career Institute June 1997 - March 1999
ALL-STATE LEGAL May 1988 - June 1997
MCI 1984 - 1988
Skills
Vendor Management, IT Strategy, Risk Management, IT Management, SDLC, Networking, Business Analysis, ITIL, Program Management, Process Improvement, Portfolio Management, Project Management, PMP, Change Management, Asset Managment
Education
Villanova University 2004 — 2006
M.S., Project Management
Caldwell University 1999 — 2003
B.S., Business Management
Saint John's University 1984 — 1986
AS, MIS
Brian Johnson, CFA's Bear Stearns Experience July 2003 - June 2008
Job Managing Director at Commerce Street Capital,LLC
Industry Financial Services
Experience
Commerce Street Capital,LLC April 2014 - Present
Commerce Street Capital,LLC January 2011 - March 2014
Lone Star Funds / Hudson Advisors June 2008 - May 2010
Bear Stearns July 2003 - June 2008
Skills
Acquisitions, Capital Markets, Underwriting, Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Investments, Mergers, Asset Managment, Financial Analysis, Portfolio Management, Asset Management, Mergers & Acquisitions, Structured Finance
Education
Bucknell University 1999 — 2003
BS, Mechanical Engineering
Commerce Street Capital,LLC April 2014 - Present
Commerce Street Capital,LLC January 2011 - March 2014
Lone Star Funds / Hudson Advisors June 2008 - May 2010
Bear Stearns July 2003 - June 2008
Skills
Acquisitions, Capital Markets, Underwriting, Private Equity, Valuation, Financial Modeling, Investment Banking, Due Diligence, Investments, Mergers, Asset Managment, Financial Analysis, Portfolio Management, Asset Management, Mergers & Acquisitions, Structured Finance
Education
Bucknell University 1999 — 2003
BS, Mechanical Engineering
Walter Peczon Walter Peczon's Bear Stearns Experience January 1995 - August 1998
Job
Industry Financial Services
Experience
Electronic Transaction Clearing, Inc. July 2011 - Present
Self Employed January 2010 - July 2011
Financial Advisers of America, LLC January 2009 - January 2010
United Capital Financial Partners, Inc. July 2004 - July 2006
National Planning Holdings, Inc. August 1998 - July 2004
Bear Stearns January 1995 - August 1998
Wedbush Morgan Securities 1989 - 1995
Merrill Lynch 1986 - 1989
Skills
Customer Service, Series 7, Customer Relations, Asset Allocation, Investment Advisory, Business Development, Sales, Hedge Funds, Equities, Portfolio Management, Securities, Mutual Funds, Alternative Investments, Trading, Clearing, Fixed Income, ETFs, Financial Advisory, Relationship Management, Series 63, Equity Trading, Financial Markets, Financial Services, Electronic Trading, Investments, Trading Systems, Equity Derivatives
Education
California State Polytechnic University-Pomona 1990 — 1992
MBA
Colby College 1982 — 1986
Bachelor of Arts (B.A.)
Deerfield Academy 1978 — 1982
HS Diploma
Electronic Transaction Clearing, Inc. July 2011 - Present
Self Employed January 2010 - July 2011
Financial Advisers of America, LLC January 2009 - January 2010
United Capital Financial Partners, Inc. July 2004 - July 2006
National Planning Holdings, Inc. August 1998 - July 2004
Bear Stearns January 1995 - August 1998
Wedbush Morgan Securities 1989 - 1995
Merrill Lynch 1986 - 1989
Skills
Customer Service, Series 7, Customer Relations, Asset Allocation, Investment Advisory, Business Development, Sales, Hedge Funds, Equities, Portfolio Management, Securities, Mutual Funds, Alternative Investments, Trading, Clearing, Fixed Income, ETFs, Financial Advisory, Relationship Management, Series 63, Equity Trading, Financial Markets, Financial Services, Electronic Trading, Investments, Trading Systems, Equity Derivatives
Education
California State Polytechnic University-Pomona 1990 — 1992
MBA
Colby College 1982 — 1986
Bachelor of Arts (B.A.)
Deerfield Academy 1978 — 1982
HS Diploma
Tony Bass Tony Bass's Bear Stearns Experience January 1990 - January 2000
Job Owner, City Beat MultiMedia Group
Industry Entertainment
Experience
City Beat Multi-Media Group January 2010 - Present
Amgen April 2000 - November 2006
Bear Stearns January 1990 - January 2000
Skills
Entertainment, Record Labels, Music Industry, Music, Soul, Film, Video Production, Sound, Radio, Broadcast, Computer Repair, Computer Graphics, Computer Maintenance, Computer Hardware, Marketing, Voice Over, New Media, Video, Social Media Marketing, Graphic Design, Audio Engineering, Video Editing, Online Advertising, Film Production, Studio Recording, Digital Media, Photography, Blogging, Management, Corporate Events, Audio Editing, Acting, Licensing, OS X, Concerts, Facebook, Editing, Advertising, Social Networking, Creative Writing, Television, Mastering, Event Planning, Entrepreneurship, Event Management, Social Media, Online Marketing, Public Relations, Creative Direction, Web Design
Education
Branford Hall Career Institute-Springfield Campus 2009 — 2010
Two Microsoft Certifications, Computer Systems Networking and Telecommunications
Lincoln University 1986 — 1988
Bachelor of Science (B.Sc.), Computer Science
City Beat Multi-Media Group January 2010 - Present
Amgen April 2000 - November 2006
Bear Stearns January 1990 - January 2000
Skills
Entertainment, Record Labels, Music Industry, Music, Soul, Film, Video Production, Sound, Radio, Broadcast, Computer Repair, Computer Graphics, Computer Maintenance, Computer Hardware, Marketing, Voice Over, New Media, Video, Social Media Marketing, Graphic Design, Audio Engineering, Video Editing, Online Advertising, Film Production, Studio Recording, Digital Media, Photography, Blogging, Management, Corporate Events, Audio Editing, Acting, Licensing, OS X, Concerts, Facebook, Editing, Advertising, Social Networking, Creative Writing, Television, Mastering, Event Planning, Entrepreneurship, Event Management, Social Media, Online Marketing, Public Relations, Creative Direction, Web Design
Education
Branford Hall Career Institute-Springfield Campus 2009 — 2010
Two Microsoft Certifications, Computer Systems Networking and Telecommunications
Lincoln University 1986 — 1988
Bachelor of Science (B.Sc.), Computer Science
Reade Seligmann's Bear Stearns Experience June 2007 - August 2007
Job Associate at Connell Foley LLP
Industry Law Practice
Experience
Connell Foley LLP September 2014 - Present
U.S. District Court for the District of New Jersey August 2013 - August 2014
Connell Foley LLP June 2012 - August 2012
United States District Court for the District of New Jersey May 2011 - August 2011
Neighborhood Defender Services of Harlem June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Education
Emory University School of Law 2010 — 2013
Doctor of Law (J.D.)
Brown University 2007 — 2010
B.A., History, Public Policy
Duke University 2004 — 2006
Delbarton School 2000 — 2004
Connell Foley LLP September 2014 - Present
U.S. District Court for the District of New Jersey August 2013 - August 2014
Connell Foley LLP June 2012 - August 2012
United States District Court for the District of New Jersey May 2011 - August 2011
Neighborhood Defender Services of Harlem June 2008 - August 2008
Bear Stearns June 2007 - August 2007
Education
Emory University School of Law 2010 — 2013
Doctor of Law (J.D.)
Brown University 2007 — 2010
B.A., History, Public Policy
Duke University 2004 — 2006
Delbarton School 2000 — 2004
Christopher Van Houten Christopher Van Houten's Bear Stearns Experience April 2001 - May 2003
Job Director at Barclays
Industry Banking
Experience
Barclays August 2012 - Present
National Australia Bank August 2008 - July 2012
The Bank of New York Mellon August 2003 - July 2008
Bear Stearns April 2001 - May 2003
NUI March 1997 - April 2001
Capital Public Affairs, Inc. November 1995 - March 1997
Johnson & Johnson 1987 - 1991
FGIC 1986 - 1987
Skills
Banking, Credit, Business Development, Credit Risk, Business Planning, Asset Managment, Financial Services, Finance, Risk Management, Management, Analysis, Relationship Management, Financial Risk, Investments, Cash Management, Fixed Income, Budgets, Structured Finance, Derivatives, Capital Markets, Due Diligence
Education
Seton Hall University School of Law 1996 — 2000
JD, Law
University of Cambridge 1992 — 1995
PhD, History
University of Cambridge 1991 — 1992
Master's Degree, International Relations
Rutgers University-New Brunswick 1988 — 1990
MA, Political Science
Bucknell University 1982 — 1986
BA, Economics
IAU Toulon 1985 — 1985
Bridgewater Raritan High School West 1978 — 1982
Barclays August 2012 - Present
National Australia Bank August 2008 - July 2012
The Bank of New York Mellon August 2003 - July 2008
Bear Stearns April 2001 - May 2003
NUI March 1997 - April 2001
Capital Public Affairs, Inc. November 1995 - March 1997
Johnson & Johnson 1987 - 1991
FGIC 1986 - 1987
Skills
Banking, Credit, Business Development, Credit Risk, Business Planning, Asset Managment, Financial Services, Finance, Risk Management, Management, Analysis, Relationship Management, Financial Risk, Investments, Cash Management, Fixed Income, Budgets, Structured Finance, Derivatives, Capital Markets, Due Diligence
Education
Seton Hall University School of Law 1996 — 2000
JD, Law
University of Cambridge 1992 — 1995
PhD, History
University of Cambridge 1991 — 1992
Master's Degree, International Relations
Rutgers University-New Brunswick 1988 — 1990
MA, Political Science
Bucknell University 1982 — 1986
BA, Economics
IAU Toulon 1985 — 1985
Bridgewater Raritan High School West 1978 — 1982
Dennis Blodgett Dennis Blodgett's Bear Stearns Experience May 1995 - May 2000
Job Wealth Advisor Intersect Capital LLC
Industry Financial Services
Experience
Intersect Capital LLC December 2014 - Present
Financial Horizons October 2001 - December 2014
Bear Stearns May 1995 - May 2000
Lehman Brothers April 1990 - May 1995
The First Boston Corporation November 1985 - April 1990
Intermountain Power Agency January 1980 - November 1985
Skills
Portfolio Management, Fixed Income, Financial Markets, Investments, Financial Analysis, Entrepreneurship, Business Planning, PowerPoint, Public Speaking, Finance, Due Diligence, Mutual Funds, Start-ups, Hedge Funds, Venture Capital, Equities, Leadership
Education
Brigham Young University 1974 — 1977
Accounting / Finance
Intersect Capital LLC December 2014 - Present
Financial Horizons October 2001 - December 2014
Bear Stearns May 1995 - May 2000
Lehman Brothers April 1990 - May 1995
The First Boston Corporation November 1985 - April 1990
Intermountain Power Agency January 1980 - November 1985
Skills
Portfolio Management, Fixed Income, Financial Markets, Investments, Financial Analysis, Entrepreneurship, Business Planning, PowerPoint, Public Speaking, Finance, Due Diligence, Mutual Funds, Start-ups, Hedge Funds, Venture Capital, Equities, Leadership
Education
Brigham Young University 1974 — 1977
Accounting / Finance
Jeff Spiegel Jeff Spiegel's Bear Stearns Experience May 2001 - August 2006
Job Experienced financial analyst, strategist, marketer and project manager
Industry Financial Services
Experience
Oehl Capital Management / TLM Realty April 2010 - March 2012
Bear Stearns International June 2007 - September 2008
Bear Stearns May 2001 - August 2006
Office of the Honorable US Senator Jon S. Corzine May 2005 - September 2005
Systemax - Global Industrial Equipment January 2002 - January 2005
Skills
Structuring, Trading, Excel, Bloomberg, MBS, PowerPoint, Sales, Negotiations, Longevity Assets, Alternative Investments, Marketing, Financial Structuring, Microsoft Excel, Fixed Income, Negotiation, Investments, Hedge Funds, Structured Finance, Portfolio Management
Education
Brown University 2003 — 2007
BA, History, Philosophy, 3.5 GPA
Scarsdale High School 1999 — 2003
Oehl Capital Management / TLM Realty April 2010 - March 2012
Bear Stearns International June 2007 - September 2008
Bear Stearns May 2001 - August 2006
Office of the Honorable US Senator Jon S. Corzine May 2005 - September 2005
Systemax - Global Industrial Equipment January 2002 - January 2005
Skills
Structuring, Trading, Excel, Bloomberg, MBS, PowerPoint, Sales, Negotiations, Longevity Assets, Alternative Investments, Marketing, Financial Structuring, Microsoft Excel, Fixed Income, Negotiation, Investments, Hedge Funds, Structured Finance, Portfolio Management
Education
Brown University 2003 — 2007
BA, History, Philosophy, 3.5 GPA
Scarsdale High School 1999 — 2003
Beth Latessa's Bear Stearns Experience January 1987 - October 1987
Job Benefits Analyst at The Bulfinch Benefits Group
Industry Insurance
Experience
Bulfinch Benefits Group June 2014 - Present
Corcoran & Havlin Benefits Group October 2012 - June 2014
360 Corporate Benefits Advisors June 2011 - September 2012
GBG Consulting Services November 2009 - January 2011
Choate Investment Advisors April 2007 - January 2009
Paine Webber January 1991 - June 1995
Boston Capital Partners, Inc. November 1989 - December 1990
The March Company, Inc. April 1988 - November 1989
Bear Stearns January 1987 - October 1987
Shearson Lehman Brothers, Inc. December 1982 - January 1987
Skills
Flexible Spending..., Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, Sales, Brokers, Investments, Life Insurance, Disability Insurance, Management, COBRA, Portfolio Management, Underwriting, New Business Development, Marketing, Account Management
Education
North Adams State College 1978 — 1981
Bachelor of Science, Business Administration
Bridgewater State University 1977 — 1978
Physical Education
Wellesley Senior High School 1974 — 1977
Bulfinch Benefits Group June 2014 - Present
Corcoran & Havlin Benefits Group October 2012 - June 2014
360 Corporate Benefits Advisors June 2011 - September 2012
GBG Consulting Services November 2009 - January 2011
Choate Investment Advisors April 2007 - January 2009
Paine Webber January 1991 - June 1995
Boston Capital Partners, Inc. November 1989 - December 1990
The March Company, Inc. April 1988 - November 1989
Bear Stearns January 1987 - October 1987
Shearson Lehman Brothers, Inc. December 1982 - January 1987
Skills
Flexible Spending..., Health Insurance, Health Savings Accounts, Employee Benefits, Insurance, Sales, Brokers, Investments, Life Insurance, Disability Insurance, Management, COBRA, Portfolio Management, Underwriting, New Business Development, Marketing, Account Management
Education
North Adams State College 1978 — 1981
Bachelor of Science, Business Administration
Bridgewater State University 1977 — 1978
Physical Education
Wellesley Senior High School 1974 — 1977
Karl Kipke's Bear Stearns Experience 1989 - 1994
Job Founder/CEO at Hampshire Group, LLC
Industry Venture Capital & Private Equity
Experience
REVx Technologies, Inc. August 2014 - Present
Collaborative Innovations, LLC August 2010 - Present
Hampshire Air Services, Inc. 1998 - Present
Hampshire Asset Management, LLC August 1994 - Present
Hampshire Group 1994 - Present
Hampshire Technology Group January 1999 - December 2003
Hampshire Pet Products, LLC January 1999 - July 2003
Bear Stearns 1989 - 1994
Morgan Stanley 1984 - 1989
Skills
Start-ups, Strategic Planning, Online Marketing, Marketing Strategy, Business Strategy, Leadership, Entrepreneurship, Email Marketing, Venture Capital, Strategy, Private Equity, Sales, Consulting, Mergers & Acquisitions, Mergers, Business Development, Marketing, Marketing Communications, Customer Service, Strategic Partnerships, Public Relations, Product Management, Business Planning, Management, New Business Development, Competitive Analysis, Product Marketing, Executive Management, Management Consulting, Market Research, Product Development, Corporate Development
Education
Brigham Young University
La Canada High School
REVx Technologies, Inc. August 2014 - Present
Collaborative Innovations, LLC August 2010 - Present
Hampshire Air Services, Inc. 1998 - Present
Hampshire Asset Management, LLC August 1994 - Present
Hampshire Group 1994 - Present
Hampshire Technology Group January 1999 - December 2003
Hampshire Pet Products, LLC January 1999 - July 2003
Bear Stearns 1989 - 1994
Morgan Stanley 1984 - 1989
Skills
Start-ups, Strategic Planning, Online Marketing, Marketing Strategy, Business Strategy, Leadership, Entrepreneurship, Email Marketing, Venture Capital, Strategy, Private Equity, Sales, Consulting, Mergers & Acquisitions, Mergers, Business Development, Marketing, Marketing Communications, Customer Service, Strategic Partnerships, Public Relations, Product Management, Business Planning, Management, New Business Development, Competitive Analysis, Product Marketing, Executive Management, Management Consulting, Market Research, Product Development, Corporate Development
Education
Brigham Young University
La Canada High School
Vladimir Isakov's Bear Stearns Experience June 2006 - July 2008
Job N/A
Industry Computer Software
Experience
Nomura July 2012 - August 2015
JPMorgan Chase July 2008 - July 2012
Bear Stearns June 2006 - July 2008
NASA September 2002 - May 2006
Lehman Brothers June 2005 - August 2005
Skills
Java, SQL, Fixed Income, Perl, C++, VBA, Equities, Databases, Unix, Microsoft SQL Server, Investment Banking
Education
Brandeis University 2002 — 2006
B.S., Economics, Mathematics, Computer Science
Stuyvesant High School 1998 — 2002
Nomura July 2012 - August 2015
JPMorgan Chase July 2008 - July 2012
Bear Stearns June 2006 - July 2008
NASA September 2002 - May 2006
Lehman Brothers June 2005 - August 2005
Skills
Java, SQL, Fixed Income, Perl, C++, VBA, Equities, Databases, Unix, Microsoft SQL Server, Investment Banking
Education
Brandeis University 2002 — 2006
B.S., Economics, Mathematics, Computer Science
Stuyvesant High School 1998 — 2002
Omar Khawaja's Bear Stearns Experience April 2006 - October 2007
Job
Industry Financial Services
Experience
NY Hedge Fund January 2014 - Present
NY Hedge Fund January 2009 - Present
Old Lane LP October 2007 - January 2009
Bear Stearns April 2006 - October 2007
Deutsche Bank August 2004 - April 2006
Power Futures Trading Inc (NYMEX) May 2004 - August 2004
Skills
Alternative Investments, Equities, Trading, Prime Brokerage, Fixed Income, Hedge Funds, Bloomberg, Capital Markets, Derivatives, Investment Banking
Education
Hofstra University
Bryant University
East Meadow
NY Hedge Fund January 2014 - Present
NY Hedge Fund January 2009 - Present
Old Lane LP October 2007 - January 2009
Bear Stearns April 2006 - October 2007
Deutsche Bank August 2004 - April 2006
Power Futures Trading Inc (NYMEX) May 2004 - August 2004
Skills
Alternative Investments, Equities, Trading, Prime Brokerage, Fixed Income, Hedge Funds, Bloomberg, Capital Markets, Derivatives, Investment Banking
Education
Hofstra University
Bryant University
East Meadow
Kevin Streeper's Bear Stearns Experience 2000 - 2000
Job Senior Investment Analyst at SEI
Industry Investment Management
Experience
SEI February 2012 - Present
Attalus Capital May 2007 - January 2012
Susquehanna International Group (SIG) - Susquehanna Capital Group August 2004 - October 2006
Susquehanna International Group (SIG) November 2003 - July 2004
Tiger Management LLC March 1998 - August 2001
Bear Stearns 2000 - 2000
Skills
MBA, CPA, Series 7, Fundamental equity...
Education
Bucknell University
BSBA, Accounting
University of Maryland - Robert H. Smith School of Business
MBA, Finance
SEI February 2012 - Present
Attalus Capital May 2007 - January 2012
Susquehanna International Group (SIG) - Susquehanna Capital Group August 2004 - October 2006
Susquehanna International Group (SIG) November 2003 - July 2004
Tiger Management LLC March 1998 - August 2001
Bear Stearns 2000 - 2000
Skills
MBA, CPA, Series 7, Fundamental equity...
Education
Bucknell University
BSBA, Accounting
University of Maryland - Robert H. Smith School of Business
MBA, Finance
Neal McCormick's Bear Stearns Experience November 2005 - October 2006
Job Calypso Implementation Specialist at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2014 - Present
Federal Home Loan Bank of San Francisco November 2011 - November 2013
Spinnaker Capital April 2011 - May 2012
BNP Paribas March 2010 - November 2010
Man Investments November 2008 - November 2009
LBBW July 2007 - July 2008
Kaupthing Singer & Friedlander 2008 - 2008
Ogygia Limited November 2006 - August 2007
Bear Stearns November 2005 - October 2006
HSBC July 2004 - August 2005
Skills
Back Office, Calypso, Commodity, Credit Derivatives, Derivatives, FX Options, Fixed Income, Interest Rate..., Market Risk, Options, Trading, Trading Systems, Money Market
Education
Cass Business School 2001 — 2003
Msc - Part Time, Mathematical Trading and Finance
Securities and Futures Authority - (SFA) 1988 — 1998
Financial Derivatives & Securities Representative
Brunel University London 1992 — 1996
B. Eng, Manufacturing Engineering Management and Business Studies
Wells Fargo March 2014 - Present
Federal Home Loan Bank of San Francisco November 2011 - November 2013
Spinnaker Capital April 2011 - May 2012
BNP Paribas March 2010 - November 2010
Man Investments November 2008 - November 2009
LBBW July 2007 - July 2008
Kaupthing Singer & Friedlander 2008 - 2008
Ogygia Limited November 2006 - August 2007
Bear Stearns November 2005 - October 2006
HSBC July 2004 - August 2005
Skills
Back Office, Calypso, Commodity, Credit Derivatives, Derivatives, FX Options, Fixed Income, Interest Rate..., Market Risk, Options, Trading, Trading Systems, Money Market
Education
Cass Business School 2001 — 2003
Msc - Part Time, Mathematical Trading and Finance
Securities and Futures Authority - (SFA) 1988 — 1998
Financial Derivatives & Securities Representative
Brunel University London 1992 — 1996
B. Eng, Manufacturing Engineering Management and Business Studies
Eric Violett's Bear Stearns Experience August 2004 - December 2007
Job Principal Consultant at Neudesic
Industry Information Technology and Services
Experience
Neudesic January 2008 - Present
Bear Stearns August 2004 - December 2007
Softech & Associates, Inc. April 1999 - June 2004
Skills
SDLC, Information Technology, Agile Methodologies, Requirements Analysis
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Computer infomation Systems (CIS)
Neudesic January 2008 - Present
Bear Stearns August 2004 - December 2007
Softech & Associates, Inc. April 1999 - June 2004
Skills
SDLC, Information Technology, Agile Methodologies, Requirements Analysis
Education
California State Polytechnic University-Pomona
Bachelor of Science (BS), Computer infomation Systems (CIS)
Rod Smead, MBA's Bear Stearns Experience October 2007 - March 2008
Job Sr. Business Intelligence Analyst
Industry Financial Services
Experience
loanDepot April 2014 - Present
JPMorgan Chase March 2008 - March 2014
Bear Stearns October 2007 - March 2008
New Century Financial Corp March 2007 - September 2007
People's Choice Home Loan, Inc. September 2005 - February 2007
Option One Mortgage Corp. 1995 - 2005
Skills
Portfolio Management, Valuation, Financial Analysis, Asset Management, Capital Markets, Risk Management, Fixed Income, Business Analysis, Analysis, Financial Services, Securities, Trading, Process Improvement, Access, Strategy, Competitive Analysis, Business Strategy, Business Intelligence, Project Management, Financial Reporting, Business Development, Relationship Management, Due Diligence
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA, Economics/Finance
California State University-Long Beach - College of Business Administration
loanDepot April 2014 - Present
JPMorgan Chase March 2008 - March 2014
Bear Stearns October 2007 - March 2008
New Century Financial Corp March 2007 - September 2007
People's Choice Home Loan, Inc. September 2005 - February 2007
Option One Mortgage Corp. 1995 - 2005
Skills
Portfolio Management, Valuation, Financial Analysis, Asset Management, Capital Markets, Risk Management, Fixed Income, Business Analysis, Analysis, Financial Services, Securities, Trading, Process Improvement, Access, Strategy, Competitive Analysis, Business Strategy, Business Intelligence, Project Management, Financial Reporting, Business Development, Relationship Management, Due Diligence
Education
Keller Graduate School of Management of DeVry University 2007 — 2009
MBA, Economics/Finance
California State University-Long Beach - College of Business Administration
Joanna Megha's Bear Stearns Experience January 2006 - December 2007
Job Vice President
Industry Real Estate
Experience
JP Morgan January 2006 - Present
EMC Mortgage Corporation December 2007 - May 2008
Bear Stearns January 2006 - December 2007
Bear Stearns Residential Mortgage January 2006 - December 2007
Aurora Loan services May 2005 - December 2005
Novastar February 2002 - May 2005
Novastar Financial, Inc. 2002 - 2005
Novastar Mortgage Inc. 2002 - 2005
Master Financial Inc August 1996 - February 2002
Education
California State University-Fullerton 2002 — 2006
BA, Operations Management
JP Morgan January 2006 - Present
EMC Mortgage Corporation December 2007 - May 2008
Bear Stearns January 2006 - December 2007
Bear Stearns Residential Mortgage January 2006 - December 2007
Aurora Loan services May 2005 - December 2005
Novastar February 2002 - May 2005
Novastar Financial, Inc. 2002 - 2005
Novastar Mortgage Inc. 2002 - 2005
Master Financial Inc August 1996 - February 2002
Education
California State University-Fullerton 2002 — 2006
BA, Operations Management
Claudia Borg's Bear Stearns Experience 1995 - 2008
Job General Counsel and Chief Compliance Officer
Industry Financial Services
Experience
Stone Lion Capital Partners L.P. August 2008 - Present
TUDOR INVESTMENT CORPORATION August 2008 - June 2010
Bear, Stearns & Co. Inc June 1995 - June 2008
Bear Stearns 1995 - 2008
Skills
Hedge Funds
Education
Brooklyn Law School 1994 — 1997
JD
University of Michigan 1990 — 1994
Stone Lion Capital Partners L.P. August 2008 - Present
TUDOR INVESTMENT CORPORATION August 2008 - June 2010
Bear, Stearns & Co. Inc June 1995 - June 2008
Bear Stearns 1995 - 2008
Skills
Hedge Funds
Education
Brooklyn Law School 1994 — 1997
JD
University of Michigan 1990 — 1994
Dave Winans's Bear Stearns Experience 2004 - 2006
Job Principal at prudential fixed income
Industry Financial Services
Experience
Prudential Fixed Income April 2006 - Present
Bear Stearns 2004 - 2006
Education
Brigham Young University 2001 — 2003
MBA, Finance
United States Air Force Academy 1992 — 1996
BS, History / Mandarin Chinese
Prudential Fixed Income April 2006 - Present
Bear Stearns 2004 - 2006
Education
Brigham Young University 2001 — 2003
MBA, Finance
United States Air Force Academy 1992 — 1996
BS, History / Mandarin Chinese
Allison Belanger's Bear Stearns Experience May 2006 - October 2006
Job Program Coordinator, MBA Career & Professional Development at Harvard Business School
Industry Higher Education
Experience
Harvard Business School June 2014 - Present
Harvard Business School February 2011 - June 2014
Quattro Wireless February 2010 - September 2010
Foley Hoag April 2007 - January 2009
Bear Stearns May 2006 - October 2006
Lazard Freres & Co. 2003 - 2006
Education
Bucknell University 1997 — 2001
BA
Harvard Business School June 2014 - Present
Harvard Business School February 2011 - June 2014
Quattro Wireless February 2010 - September 2010
Foley Hoag April 2007 - January 2009
Bear Stearns May 2006 - October 2006
Lazard Freres & Co. 2003 - 2006
Education
Bucknell University 1997 — 2001
BA
Chris Oettinger's Bear Stearns Experience February 2006 - July 2006
Job Systems Architect at Vonage
Industry Telecommunications
Experience
Vonage July 2006 - Present
Bear Stearns February 2006 - July 2006
Transnuclear December 2005 - January 2006
Loral Skynet November 2002 - October 2004
Trellis Network Services October 1997 - June 2002
Skills
System Architecture, Systems Engineering, Enterprise Architecture, Solution Architecture, Solution Implementation, Project Planning, Project Management, Project Coordination, Project Engineering, Information Security, Troubleshooting, Windows, Data Center, Integration, Microsoft SQL Server, Distributed Systems, Computer Hardware, High Availability, Mobile Devices, Telecommunications, Scripting, Network Architecture, Network Engineering, Network Administration, DHCP, DNS, Business Intelligence, Active Directory, Database Design, Servers, Windows Server, Security, Microsoft Exchange, SharePoint
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 1999
BS/BA, Theoretical Physics/Professional Mathematics
Brookdale Community College 1994 — 1997
AA/AS, English/General Science
Vonage July 2006 - Present
Bear Stearns February 2006 - July 2006
Transnuclear December 2005 - January 2006
Loral Skynet November 2002 - October 2004
Trellis Network Services October 1997 - June 2002
Skills
System Architecture, Systems Engineering, Enterprise Architecture, Solution Architecture, Solution Implementation, Project Planning, Project Management, Project Coordination, Project Engineering, Information Security, Troubleshooting, Windows, Data Center, Integration, Microsoft SQL Server, Distributed Systems, Computer Hardware, High Availability, Mobile Devices, Telecommunications, Scripting, Network Architecture, Network Engineering, Network Administration, DHCP, DNS, Business Intelligence, Active Directory, Database Design, Servers, Windows Server, Security, Microsoft Exchange, SharePoint
Education
Rutgers, The State University of New Jersey-New Brunswick 1997 — 1999
BS/BA, Theoretical Physics/Professional Mathematics
Brookdale Community College 1994 — 1997
AA/AS, English/General Science
Davis Bell's Bear Stearns Experience 2006 - 2008
Job VP, Corporate Markets at Instructure, Inc.
Industry Computer Software
Experience
Instructure, Inc. August 2014 - Present
Instructure, Inc. January 2014 - August 2014
Instructure, Inc. October 2013 - December 2013
Instructure, Inc. February 2013 - September 2013
Imagine Learning September 2012 - January 2013
Imagine Learning October 2010 - September 2012
DIRECTV Latin America July 2009 - September 2010
Morgan Stanley June 2007 - May 2009
Bear Stearns 2006 - 2008
USAID December 2002 - May 2004
Skills
New Business Development, Corporate Development, Business Strategy, Competitive Analysis, Market Entry, Corporate Finance, Financial Analysis, Valuation, Financial Modeling, Strategic Partnerships, Business Planning, Strategic Planning, Product Management, Leadership, Management
Education
Columbia University - School of International and Public Affairs 2004 — 2006
Master of International Affairs, International Finance and Business
Brigham Young University 1995 — 2001
Bachelor of Arts (B.A.), International Studies
Instructure, Inc. August 2014 - Present
Instructure, Inc. January 2014 - August 2014
Instructure, Inc. October 2013 - December 2013
Instructure, Inc. February 2013 - September 2013
Imagine Learning September 2012 - January 2013
Imagine Learning October 2010 - September 2012
DIRECTV Latin America July 2009 - September 2010
Morgan Stanley June 2007 - May 2009
Bear Stearns 2006 - 2008
USAID December 2002 - May 2004
Skills
New Business Development, Corporate Development, Business Strategy, Competitive Analysis, Market Entry, Corporate Finance, Financial Analysis, Valuation, Financial Modeling, Strategic Partnerships, Business Planning, Strategic Planning, Product Management, Leadership, Management
Education
Columbia University - School of International and Public Affairs 2004 — 2006
Master of International Affairs, International Finance and Business
Brigham Young University 1995 — 2001
Bachelor of Arts (B.A.), International Studies
Jason Glazer's Bear Stearns Experience September 1998 - April 2007
Job Chief Operating Officer at Cornerstone Macro
Industry Investment Banking
Experience
Cowen & Company March 2013 - July 2014
Dahlman Rose May 2007 - March 2013
Bear Stearns September 1998 - April 2007
Eli Lilly and Company June 1992 - June 1997
Skills
Equities, Competitive Analysis, Series 7, Hedge Funds, Series 63, Equity Research, Investments
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance & International Business
Bucknell University 1988 — 1992
BA, Economics & Political Science
Bronx High School of Science 1984 — 1988
HS Diploma
Cowen & Company March 2013 - July 2014
Dahlman Rose May 2007 - March 2013
Bear Stearns September 1998 - April 2007
Eli Lilly and Company June 1992 - June 1997
Skills
Equities, Competitive Analysis, Series 7, Hedge Funds, Series 63, Equity Research, Investments
Education
New York University - Leonard N. Stern School of Business 1995 — 1998
MBA, Finance & International Business
Bucknell University 1988 — 1992
BA, Economics & Political Science
Bronx High School of Science 1984 — 1988
HS Diploma
Michael Tempest's Bear Stearns Experience 1994 - 1996
Job Managing Partner/CIO Alta Capital Management
Industry Financial Services
Experience
Alta Capital Management March 1996 - Present
University of Utah January 2001 - June 2014
Bear Stearns 1994 - 1996
Shell Oil 1990 - 1992
Skills
Investments
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Brigham Young University 1988 — 1990
BS, Finance
University of Utah 1985 — 1988
Alta Capital Management March 1996 - Present
University of Utah January 2001 - June 2014
Bear Stearns 1994 - 1996
Shell Oil 1990 - 1992
Skills
Investments
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Brigham Young University 1988 — 1990
BS, Finance
University of Utah 1985 — 1988
Richard Jaffee's Bear Stearns Experience 1986 - 1991
Job Entrepreneur and Investor
Industry Health, Wellness and Fitness
Experience
Goldman Sachs 1991 - 2005
Bear Stearns 1986 - 1991
Citicorp 1982 - 1986
Skills
E-learning Development, Creative Development, Business Strategy
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Finance
Brandeis University 1975 — 1979
B.A., Economics
Goldman Sachs 1991 - 2005
Bear Stearns 1986 - 1991
Citicorp 1982 - 1986
Skills
E-learning Development, Creative Development, Business Strategy
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Finance
Brandeis University 1975 — 1979
B.A., Economics
R. Scott McIntire's Bear Stearns Experience January 2007 - June 2008
Job Director, Senior Strategist at Bank of America
Industry Investment Banking
Experience
Bank of America December 2014 - Present
Citi July 2010 - November 2014
Lighthouse Financial Group, LLC June 2009 - May 2010
JP Morgan June 2008 - May 2009
Bear Stearns January 2007 - June 2008
ITG, Inc. May 2004 - January 2007
Pfizer Pharmaceuticals 2002 - 2003
Curl Corporation November 2000 - January 2002
Intersystems, Inc 1999 - 2000
Chrysalis Symbolic Design(now part of Synopsys) January 1996 - October 1999
Skills
Series 7, Series 63, Perl, Options, Electronic Trading, Alternative Investments, Risk Management, Market Data, Analytics, Equities, Trading Strategies, Portfolio Management, Derivatives, Trading Systems, Financial Modeling, Management, Commodity, Equity Research, Proprietary Trading, Investment Banking, Equity Trading, Equity Derivatives, Quantitative Investing, Analysis, Fixed Income, Quantitative Analytics, Bloomberg, Hedge Funds, ETFs, Algorithms, Trading, Quantitative Finance, Financial Markets, Capital Markets, FX Options
Education
Brown University
Ph.D., Applied Mathematics
The University of British Columbia
BSc (Honors), Mathematics
Bank of America December 2014 - Present
Citi July 2010 - November 2014
Lighthouse Financial Group, LLC June 2009 - May 2010
JP Morgan June 2008 - May 2009
Bear Stearns January 2007 - June 2008
ITG, Inc. May 2004 - January 2007
Pfizer Pharmaceuticals 2002 - 2003
Curl Corporation November 2000 - January 2002
Intersystems, Inc 1999 - 2000
Chrysalis Symbolic Design(now part of Synopsys) January 1996 - October 1999
Skills
Series 7, Series 63, Perl, Options, Electronic Trading, Alternative Investments, Risk Management, Market Data, Analytics, Equities, Trading Strategies, Portfolio Management, Derivatives, Trading Systems, Financial Modeling, Management, Commodity, Equity Research, Proprietary Trading, Investment Banking, Equity Trading, Equity Derivatives, Quantitative Investing, Analysis, Fixed Income, Quantitative Analytics, Bloomberg, Hedge Funds, ETFs, Algorithms, Trading, Quantitative Finance, Financial Markets, Capital Markets, FX Options
Education
Brown University
Ph.D., Applied Mathematics
The University of British Columbia
BSc (Honors), Mathematics
Rob Weger's Bear Stearns Experience May 1998 - August 1999
Job Executive Account Manager at CDW
Industry Information Technology and Services
Experience
CDW June 2000 - Present
Bear Stearns May 1998 - August 1999
Ivanhoe Club May 1994 - August 1997
Skills
Microsoft Licensing, Solution Selling, Consultative Selling, Software Sales, IT Solutions, Computer Hardware, Server Hardware, Network Hardware, Network Security
Education
Butler University 1995 — 2000
Bahelor of Science, Finance
Butler University - College of Business Administration 1995 — 2000
Finance
CDW June 2000 - Present
Bear Stearns May 1998 - August 1999
Ivanhoe Club May 1994 - August 1997
Skills
Microsoft Licensing, Solution Selling, Consultative Selling, Software Sales, IT Solutions, Computer Hardware, Server Hardware, Network Hardware, Network Security
Education
Butler University 1995 — 2000
Bahelor of Science, Finance
Butler University - College of Business Administration 1995 — 2000
Finance
Katya Sverdlov, CFA, Esq.'s Bear Stearns Experience 2004 - 2005
Job Principal at Law Offices of Katya Sverdlov
Industry Legal Services
Experience
Law Offices of Katya Sverdlov December 2014 - Present
N.C. Caller P.C. February 2013 - Present
Shapiro & Associates, PLLC December 2012 - February 2013
New York County District Attorney's Office September 2011 - December 2011
US Securities and Exchange Commission January 2011 - July 2011
Children's Law Center of New York September 2010 - April 2011
Honorable Nina Gershon, Senior Judge, U.S. District Court, E.D.N.Y. May 2010 - July 2010
Financial Guaranty Insurance Company April 2005 - July 2009
Bear Stearns 2004 - 2005
Ambac 1999 - 2004
Skills
Estate Planning, Legal Advice, Preparation of Wills, Advance Directives, Elder Law, Legal Research, Legal Documents, Legal Assistance, Asset Protection, Charitable Trusts, Probate Law, Special Needs Trusts, Structured Finance, Risk Management, Capital Markets, Asset Management, Investment Banking, Securities, Securitization, Portfolio Management, Securities Regulation, ABS, Credit, Valuation, Due Diligence
Education
Brooklyn Law School 2009 — 2012
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Cornell University 1995 — 1996
Bachelor of Arts, Economics
Law Offices of Katya Sverdlov December 2014 - Present
N.C. Caller P.C. February 2013 - Present
Shapiro & Associates, PLLC December 2012 - February 2013
New York County District Attorney's Office September 2011 - December 2011
US Securities and Exchange Commission January 2011 - July 2011
Children's Law Center of New York September 2010 - April 2011
Honorable Nina Gershon, Senior Judge, U.S. District Court, E.D.N.Y. May 2010 - July 2010
Financial Guaranty Insurance Company April 2005 - July 2009
Bear Stearns 2004 - 2005
Ambac 1999 - 2004
Skills
Estate Planning, Legal Advice, Preparation of Wills, Advance Directives, Elder Law, Legal Research, Legal Documents, Legal Assistance, Asset Protection, Charitable Trusts, Probate Law, Special Needs Trusts, Structured Finance, Risk Management, Capital Markets, Asset Management, Investment Banking, Securities, Securitization, Portfolio Management, Securities Regulation, ABS, Credit, Valuation, Due Diligence
Education
Brooklyn Law School 2009 — 2012
Juris Doctor, Banking, Corporate, Finance, and Securities Law
Cornell University 1995 — 1996
Bachelor of Arts, Economics
Richard Gatto's Bear Stearns Experience 2000 - 2007
Job Derivatives and Risk Management at Black Oak Consulting
Industry Financial Services
Experience
Black Oak Consulting May 2012 - Present
Casey Professional Services January 2011 - April 2012
Meridian Equity Partners December 2007 - December 2010
bear stearns 2000 - 2007
Skills
Equity Trading, Electronic Trading, Proprietary Trading, Series 7, ETFs, Trading Systems, Series 63, Volatility, Equity Derivatives, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Volatility Arbitrage, hedging, Quantitative Analytics, Options Strategies, Portfolio Management, Derivatives, Hedging, Bloomberg, Risk Management, Options
Education
New York Institute of Finance 2010 — 2011
Derivatives and Risk Management, Volatility Trading, Hedging Strategies, Portfolio Management, Technical Analysis
Brookdale Community College 1996 — 1999
Black Oak Consulting May 2012 - Present
Casey Professional Services January 2011 - April 2012
Meridian Equity Partners December 2007 - December 2010
bear stearns 2000 - 2007
Skills
Equity Trading, Electronic Trading, Proprietary Trading, Series 7, ETFs, Trading Systems, Series 63, Volatility, Equity Derivatives, Bloomberg Terminal, Microsoft Office, Microsoft Excel, Volatility Arbitrage, hedging, Quantitative Analytics, Options Strategies, Portfolio Management, Derivatives, Hedging, Bloomberg, Risk Management, Options
Education
New York Institute of Finance 2010 — 2011
Derivatives and Risk Management, Volatility Trading, Hedging Strategies, Portfolio Management, Technical Analysis
Brookdale Community College 1996 — 1999
Carlos Cabana's Bear Stearns Experience 1993 - 1994
Job Principal at Topeka Capital Markets, Inc
Industry Financial Services
Experience
Topeka Capital Markets, Inc November 2013 - Present
Cantor Fitzgerald October 2012 - May 2013
Knight Capital Group February 2008 - October 2012
Bloomberg LP 2004 - 2008
Bloomberg 2001 - 2004
Bloomberg 1998 - 2001
Bear Stearns 1993 - 1994
Morgan Stanley 1991 - 1993
Skills
Fixed Income, Financial Markets, Bloomberg, Electronic Trading, Equities, Trading Systems, Series 7, Options, Market Data, Bloomberg Terminal, Hedging, Trading, Investments, Equity Trading, Trading Strategies, Hedge Funds, Series 63, Equity Derivatives, Portfolio Management, Commodity, Banking, Order Management, Derivatives, Foreign Exchange, Capital Markets, FX Options, Asset Management
Education
Hofstra University 2003 — 2005
Masters in Science, Business Computer Information Systems
Hofstra University 1995 — 1997
MBA, Finance
Bucknell University 1988 — 1991
Garden CIty
Topeka Capital Markets, Inc November 2013 - Present
Cantor Fitzgerald October 2012 - May 2013
Knight Capital Group February 2008 - October 2012
Bloomberg LP 2004 - 2008
Bloomberg 2001 - 2004
Bloomberg 1998 - 2001
Bear Stearns 1993 - 1994
Morgan Stanley 1991 - 1993
Skills
Fixed Income, Financial Markets, Bloomberg, Electronic Trading, Equities, Trading Systems, Series 7, Options, Market Data, Bloomberg Terminal, Hedging, Trading, Investments, Equity Trading, Trading Strategies, Hedge Funds, Series 63, Equity Derivatives, Portfolio Management, Commodity, Banking, Order Management, Derivatives, Foreign Exchange, Capital Markets, FX Options, Asset Management
Education
Hofstra University 2003 — 2005
Masters in Science, Business Computer Information Systems
Hofstra University 1995 — 1997
MBA, Finance
Bucknell University 1988 — 1991
Garden CIty
Dennis Gorczyca's Bear Stearns Experience July 2004 - June 2006
Job Managing Director at ParFour Investment Management, LLC
Industry Investment Management
Experience
Par-Four Investment Management, LLC August 2013 - Present
Par-Four Investment Management, LLC June 2011 - August 2013
Andalusian Capital Partners May 2010 - March 2011
D.B. Zwirn & Co. March 2009 - August 2009
Bear Growth Capital Partners July 2006 - January 2009
Bear Stearns July 2004 - June 2006
Education
Columbia Business School 2009 — 2011
MBA, Value Investing Program
Bucknell University 2000 — 2004
B.S., Management
Par-Four Investment Management, LLC August 2013 - Present
Par-Four Investment Management, LLC June 2011 - August 2013
Andalusian Capital Partners May 2010 - March 2011
D.B. Zwirn & Co. March 2009 - August 2009
Bear Growth Capital Partners July 2006 - January 2009
Bear Stearns July 2004 - June 2006
Education
Columbia Business School 2009 — 2011
MBA, Value Investing Program
Bucknell University 2000 — 2004
B.S., Management
Nora Ammar's Bear Stearns Experience 2004 - 2006
Job Strategy Analytics and Business Development at Instabeat
Industry Health, Wellness and Fitness
Experience
Instabeat 2013 - Present
GE Capital 2012 - 2013
InSITE 2010 - 2012
Mubadala Development Company June 2011 - August 2011
Pencils of Promise 2008 - 2010
MTS Health Partners 2008 - 2009
Lehman Brothers 2006 - 2008
Bear Stearns 2004 - 2006
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA (Full-Time MBA Program)
Brown University
Bachelor of Science, Neuroscience
Instabeat 2013 - Present
GE Capital 2012 - 2013
InSITE 2010 - 2012
Mubadala Development Company June 2011 - August 2011
Pencils of Promise 2008 - 2010
MTS Health Partners 2008 - 2009
Lehman Brothers 2006 - 2008
Bear Stearns 2004 - 2006
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA (Full-Time MBA Program)
Brown University
Bachelor of Science, Neuroscience
Bryan Subotnick's Bear Stearns Experience 1986 - 1988
Job Member Board of Directors at The Digital Development Group (OTCBB) DIDG
Industry Internet
Experience
The Subotnick Group 2010 - Present
The Digital Development Group (OTCBB) DIDG February 2014 - Present
Metromedia Company January 2007 - Present
Nuvi March 2012 - August 2014
Public Media Works March 2011 - May 2013
The Digital Development Group (OTCBB) DIDG July 2012 - March 2013
Big City Radio April 1995 - February 2004
Papamarkou & Company April 1994 - February 1995
Shanker & Subotnick August 1992 - April 1994
Bear Stearns 1986 - 1988
Education
Brooklyn Law School 1988 — 1991
J.D.
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
BS, Finance
The Subotnick Group 2010 - Present
The Digital Development Group (OTCBB) DIDG February 2014 - Present
Metromedia Company January 2007 - Present
Nuvi March 2012 - August 2014
Public Media Works March 2011 - May 2013
The Digital Development Group (OTCBB) DIDG July 2012 - March 2013
Big City Radio April 1995 - February 2004
Papamarkou & Company April 1994 - February 1995
Shanker & Subotnick August 1992 - April 1994
Bear Stearns 1986 - 1988
Education
Brooklyn Law School 1988 — 1991
J.D.
Syracuse University - Martin J. Whitman School of Management 1982 — 1986
BS, Finance
Kevin English's Bear Stearns Experience June 2004 - February 2006
Job Associate Director at Roundtable Investment Partners & Carleon Capital Partners
Industry Investment Management
Experience
Roundtable Investment Partners & Carleon Capital Partners September 2012 - Present
The Gordon and Betty Moore Foundation August 2008 - August 2012
GI Partners February 2006 - July 2008
Bear Stearns June 2004 - February 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Venture Capital, Valuation, Private Equity, Due Diligence, Asset Managment, LBO, Corporate Development, Investment Banking, Mergers & Acquisitions, Asset Management
Education
Bucknell University 2000 — 2004
BSBA, Management and Spanish
Roundtable Investment Partners & Carleon Capital Partners September 2012 - Present
The Gordon and Betty Moore Foundation August 2008 - August 2012
GI Partners February 2006 - July 2008
Bear Stearns June 2004 - February 2006
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Venture Capital, Valuation, Private Equity, Due Diligence, Asset Managment, LBO, Corporate Development, Investment Banking, Mergers & Acquisitions, Asset Management
Education
Bucknell University 2000 — 2004
BSBA, Management and Spanish
Paul Wigdor's Bear Stearns Experience 1994 - 1998
Job Managing Director Ascendant Funds at Ascendant Advisors
Industry Financial Services
Experience
Ascendant Advisors February 2011 - Present
Superfund USA, Inc. May 2006 - February 2011
Pershing 1999 - 2006
Bear Stearns 1994 - 1998
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Alternative Investments
Education
Fordham University School of Law 1990 — 1993
JD
Brandeis University 1986 — 1990
BA
Ascendant Advisors February 2011 - Present
Superfund USA, Inc. May 2006 - February 2011
Pershing 1999 - 2006
Bear Stearns 1994 - 1998
Skills
Hedge Funds, Equities, Portfolio Management, Investments, Alternative Investments
Education
Fordham University School of Law 1990 — 1993
JD
Brandeis University 1986 — 1990
BA
Lori Wasserman's Bear Stearns Experience 2003 - 2008
Job COO
Industry Financial Services
Experience
TC Partners July 2013 - Present
Nomura Securities October 2010 - October 2012
JPMorgan June 2008 - September 2010
Bear Stearns 2003 - 2008
Lehman Brothers 1991 - 2003
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Series 7
Education
Brown University
Columbia University - Columbia Business School
MBA
TC Partners July 2013 - Present
Nomura Securities October 2010 - October 2012
JPMorgan June 2008 - September 2010
Bear Stearns 2003 - 2008
Lehman Brothers 1991 - 2003
Skills
Alternative Investments, Asset Management, Equities, Hedge Funds, Series 7
Education
Brown University
Columbia University - Columbia Business School
MBA
Kara (Dolan) Fraone's Bear Stearns Experience June 2004 - September 2007
Job HR Business Consultant at Staples
Industry Human Resources
Experience
Staples September 2015 - Present
Reebok January 2011 - September 2015
Reebok October 2007 - January 2011
Bear Stearns June 2004 - September 2007
Skills
Employee Relations, Human Resources, Succession Planning, Talent Acquisition, Talent Management, Recruiting, Performance Management, Leadership Development, Employee Engagement, HR Policies, Organizational..., Building Relationships, Workforce Planning, Applicant Tracking..., Customer Service, Sourcing
Education
Bryant University 2000 — 2004
BSBA, Marketing, Communication
Walpole High School 1996 — 2000
Staples September 2015 - Present
Reebok January 2011 - September 2015
Reebok October 2007 - January 2011
Bear Stearns June 2004 - September 2007
Skills
Employee Relations, Human Resources, Succession Planning, Talent Acquisition, Talent Management, Recruiting, Performance Management, Leadership Development, Employee Engagement, HR Policies, Organizational..., Building Relationships, Workforce Planning, Applicant Tracking..., Customer Service, Sourcing
Education
Bryant University 2000 — 2004
BSBA, Marketing, Communication
Walpole High School 1996 — 2000
Olga Egorova's Bear Stearns Experience 1997 - Present
Job Managing Director (IP/IT/Contracts Legal) at Bear Stearns
Industry Financial Services
Experience
Bear Stearns 1997 - Present
Broad Street Capital LLC 1996 - 1997
Radio Communications International Corp. 1994 - 1997
Education
Brooklyn Law School
J.D., Law
Stony Brook University
B.A., Political Science, Business Administration
Bear Stearns 1997 - Present
Broad Street Capital LLC 1996 - 1997
Radio Communications International Corp. 1994 - 1997
Education
Brooklyn Law School
J.D., Law
Stony Brook University
B.A., Political Science, Business Administration
Victoria LaMura-Finnerty's Bear Stearns Experience September 2006 - May 2008
Job CoFounder KALU Enterprises LLC
Industry Apparel & Fashion
Experience
KALU Enterprises LLC August 2012 - Present
JP Morgan May 2008 - April 2009
Bear Stearns September 2006 - May 2008
Morgan Stanley June 2005 - August 2006
New York Stock Exchange August 2001 - June 2005
Skills
Equities, Securities, Capital Markets, Hedge Funds, Derivatives, FINRA, Investment Banking, Private Equity, Trading, Asset Managment, Due Diligence, Trading Systems, Electronic Trading, Financial Markets, Financial Risk, Finance, Securities Regulation, Asset Management, Equity Trading, Investment Strategies, Bloomberg, Financial Services, Market Data, Mutual Funds, Structured Finance, Asset Allocation, Investments, Options
Education
Brooklyn Law School 1998 — 2001
JD, Securities Regulation
Clark University 1990 — 1994
Bachelor of Arts (BA), Philosophy
KALU Enterprises LLC August 2012 - Present
JP Morgan May 2008 - April 2009
Bear Stearns September 2006 - May 2008
Morgan Stanley June 2005 - August 2006
New York Stock Exchange August 2001 - June 2005
Skills
Equities, Securities, Capital Markets, Hedge Funds, Derivatives, FINRA, Investment Banking, Private Equity, Trading, Asset Managment, Due Diligence, Trading Systems, Electronic Trading, Financial Markets, Financial Risk, Finance, Securities Regulation, Asset Management, Equity Trading, Investment Strategies, Bloomberg, Financial Services, Market Data, Mutual Funds, Structured Finance, Asset Allocation, Investments, Options
Education
Brooklyn Law School 1998 — 2001
JD, Securities Regulation
Clark University 1990 — 1994
Bachelor of Arts (BA), Philosophy
Andrew Wenner's Bear Stearns Experience July 2001 - August 2008
Job Capital Markets Group Managing Director
Industry Investment Banking
Experience
Mitsubishi UFJ Securities September 2008 - Present
Bear Stearns July 2001 - August 2008
Education
Bucknell University 1997 — 2001
Corporate Finance, Economics, English, U.S. History, Geology, Investment Banking
MICDS 1987 — 2000
Mitsubishi UFJ Securities September 2008 - Present
Bear Stearns July 2001 - August 2008
Education
Bucknell University 1997 — 2001
Corporate Finance, Economics, English, U.S. History, Geology, Investment Banking
MICDS 1987 — 2000
Donald Fung's Bear Stearns Experience February 2003 - June 2008
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns February 2003 - June 2008
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette February 1994 - January 2000
Education
California State University-East Bay 1983 — 1986
Finance
JP Morgan June 2008 - Present
Bear Stearns February 2003 - June 2008
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette February 1994 - January 2000
Education
California State University-East Bay 1983 — 1986
Finance
Kamal Bajoria's Bear Stearns Experience May 2007 - June 2009
Job Financial Institutions Investment Banking at FBR Capital Markets
Industry Investment Banking
Experience
FBR Capital Markets & Co. March 2009 - Present
Bear Stearns May 2007 - June 2009
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Financial Institutions, Corporate Finance, Due Diligence, Hedge Funds, Mergers & Acquisitions, Financial Analysis
Education
Bryant University
BSBA, Finance
Yale University
MBA, Finance
FBR Capital Markets & Co. March 2009 - Present
Bear Stearns May 2007 - June 2009
Skills
Investment Banking, Valuation, Financial Modeling, Capital Markets, Financial Institutions, Corporate Finance, Due Diligence, Hedge Funds, Mergers & Acquisitions, Financial Analysis
Education
Bryant University
BSBA, Finance
Yale University
MBA, Finance
Yonathan Litwok's Bear Stearns Experience July 2007 - April 2008
Job Internal Medicine Resident at North ShoreLIJ Health System
Industry Health, Wellness and Fitness
Experience
North Shore-LIJ Health System June 2014 - Present
Bear Stearns July 2007 - April 2008
Education
University of Medicine and Dentistry of New Jersey -New Jersey Medical School 2010 — 2014
Doctor of Medicine (MD)
Brandeis University 2003 — 2007
Bachelor of Arts (B.A.), Economics
North Shore-LIJ Health System June 2014 - Present
Bear Stearns July 2007 - April 2008
Education
University of Medicine and Dentistry of New Jersey -New Jersey Medical School 2010 — 2014
Doctor of Medicine (MD)
Brandeis University 2003 — 2007
Bachelor of Arts (B.A.), Economics
Andrea Boccafola's Bear Stearns Experience 2006 - 2008
Job Vice President
Industry Financial Services
Experience
JP Morgan Chase January 2009 - Present
JPMorgan Chase June 2008 - April 2010
Bear Stearns 2006 - 2008
JSM Capital Holding Corp February 2001 - April 2006
vFinance April 2003 - September 2005
Ehrenkrantz King Nussbaum February 2001 - April 2003
Weatherly Securities January 1997 - November 2000
Americorp Securities August 1992 - October 1996
Skills
Series 7, FINRA, Equities, Series 24, Prime Brokerage, Options, Capital Markets, Financial Services, Bloomberg, Portfolio Management, Risk Management, Series 63, Derivatives, Investments, Banking, Fixed Income, Hedge Funds, Broker-Dealer, Asset Management, Trading, Alternative Investments, Securities, Investment Banking, Mutual Funds
Education
University at Buffalo 1989 — 1992
Bachelor of Science, Business Administration - Finance
Broome Community College 1987 — 1989
Associates, Accounting
JP Morgan Chase January 2009 - Present
JPMorgan Chase June 2008 - April 2010
Bear Stearns 2006 - 2008
JSM Capital Holding Corp February 2001 - April 2006
vFinance April 2003 - September 2005
Ehrenkrantz King Nussbaum February 2001 - April 2003
Weatherly Securities January 1997 - November 2000
Americorp Securities August 1992 - October 1996
Skills
Series 7, FINRA, Equities, Series 24, Prime Brokerage, Options, Capital Markets, Financial Services, Bloomberg, Portfolio Management, Risk Management, Series 63, Derivatives, Investments, Banking, Fixed Income, Hedge Funds, Broker-Dealer, Asset Management, Trading, Alternative Investments, Securities, Investment Banking, Mutual Funds
Education
University at Buffalo 1989 — 1992
Bachelor of Science, Business Administration - Finance
Broome Community College 1987 — 1989
Associates, Accounting
Todd Corsair's Bear Stearns Experience February 2007 - August 2008
Job Leveraged Credit Analyst
Industry Investment Management
Experience
Fosun Group 复星集团 July 2015 - Present
Morgan Stanley November 2013 - March 2015
UBS Securities August 2009 - November 2013
Bear Stearns February 2007 - August 2008
Bear Stearns August 2001 - February 2007
Bear Stearns April 1997 - August 1999
Skills
High Yield, Credit, Derivatives, Valuation, Financial Statement..., Strategic Analysis, Regulatory Analysis, Bonds, Fixed Income, Financial Modeling, Capital Markets, Equities
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Accounting
Brooklyn Law School 1992 — 1995
JD, Law
Emory University 1988 — 1992
BA, Economics
Woodmere Academy 1985 — 1988
High School
Fosun Group 复星集团 July 2015 - Present
Morgan Stanley November 2013 - March 2015
UBS Securities August 2009 - November 2013
Bear Stearns February 2007 - August 2008
Bear Stearns August 2001 - February 2007
Bear Stearns April 1997 - August 1999
Skills
High Yield, Credit, Derivatives, Valuation, Financial Statement..., Strategic Analysis, Regulatory Analysis, Bonds, Fixed Income, Financial Modeling, Capital Markets, Equities
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance and Accounting
Brooklyn Law School 1992 — 1995
JD, Law
Emory University 1988 — 1992
BA, Economics
Woodmere Academy 1985 — 1988
High School
Jeffrey Maggard's Bear Stearns Experience 2001 - 2008
Job Jeffrey D. Maggard, Attorney at Law
Industry Law Practice
Experience
Jeffrey D. Maggard, Attorney at Law December 2009 - Present
JP Morgan April 2008 - December 2008
Bear Stearns 2001 - 2008
FitchRatings 1994 - 2000
Education
Brooklyn Law School
JD
Lehigh University - College of Business and Economics 1990 — 1994
BS, Finance
Choate Rosemary Hall
Jeffrey D. Maggard, Attorney at Law December 2009 - Present
JP Morgan April 2008 - December 2008
Bear Stearns 2001 - 2008
FitchRatings 1994 - 2000
Education
Brooklyn Law School
JD
Lehigh University - College of Business and Economics 1990 — 1994
BS, Finance
Choate Rosemary Hall
Catherine McCully's Bear Stearns Experience June 2004 - June 2008
Job
Industry Computer & Network Security
Experience
JP Morgan Chase June 2008 - Present
Bear Stearns June 2004 - June 2008
Education
University of Pennsylvania 2008 — 2010
MSE, Executive Masters in Technology Management
Bryn Mawr College
A.B., Computer Science
JP Morgan Chase June 2008 - Present
Bear Stearns June 2004 - June 2008
Education
University of Pennsylvania 2008 — 2010
MSE, Executive Masters in Technology Management
Bryn Mawr College
A.B., Computer Science
Corinne Monson's Bear Stearns Experience September 2005 - June 2008
Job Executive Liason at MAP International
Industry Banking
Experience
MAP International September 2008 - Present
Bear Stearns September 2005 - June 2008
Goldman Sachs May 2004 - September 2005
Education
Brigham Young University 1999 — 2004
B.S., Anthropology
MAP International September 2008 - Present
Bear Stearns September 2005 - June 2008
Goldman Sachs May 2004 - September 2005
Education
Brigham Young University 1999 — 2004
B.S., Anthropology
Chris Vetrano's Bear Stearns Experience April 2003 - March 2007
Job Chelsea Financial Partners
Industry Financial Services
Experience
National Life Group December 2012 - Present
Chelsea Financial Partners March 2007 - Present
Bear Stearns April 2003 - March 2007
Gruntal and Co / Ryan Beck March 1996 - December 2001
Skills
Financial Analysis, Uniform Combined State..., Securities, Wealth, Series 7, Investment Advisory, Alternative Investments, Retirement Planning, Wealth Management, Mutual Funds, Valuation, Finance, Microsoft Excel, Series 63, Asset Allocation
Education
Saint John's University 1991 — 1994
Bachelor of Science, Finance
California Lutheran University 2011 — 2013
Certified Financial Planner (CFP)
National Life Group December 2012 - Present
Chelsea Financial Partners March 2007 - Present
Bear Stearns April 2003 - March 2007
Gruntal and Co / Ryan Beck March 1996 - December 2001
Skills
Financial Analysis, Uniform Combined State..., Securities, Wealth, Series 7, Investment Advisory, Alternative Investments, Retirement Planning, Wealth Management, Mutual Funds, Valuation, Finance, Microsoft Excel, Series 63, Asset Allocation
Education
Saint John's University 1991 — 1994
Bachelor of Science, Finance
California Lutheran University 2011 — 2013
Certified Financial Planner (CFP)
Dennis Ross's Bear Stearns Experience September 1999 - February 2000
Job Strategic Marketing Analyst at RISO, Inc.
Industry Financial Services
Experience
RISO, Inc. October 2011 - Present
Maritz October 2010 - October 2011
KeyBank May 2003 - November 2008
Clear Point Consultants April 2000 - July 2001
Bear Stearns September 1999 - February 2000
Signature Financial Partners, LLC a member of John Hancock Financial Network September 1996 - September 1999
Skills
Sales, Competitive Analysis, Marketing Strategy, Process Improvement
Education
Bridgewater State University 1989 — 1993
bs, operations
RISO, Inc. October 2011 - Present
Maritz October 2010 - October 2011
KeyBank May 2003 - November 2008
Clear Point Consultants April 2000 - July 2001
Bear Stearns September 1999 - February 2000
Signature Financial Partners, LLC a member of John Hancock Financial Network September 1996 - September 1999
Skills
Sales, Competitive Analysis, Marketing Strategy, Process Improvement
Education
Bridgewater State University 1989 — 1993
bs, operations
Patricia Weinacker-Genovese's Bear Stearns Experience September 1994 - October 2008
Job Unit Representative Secretary at Morristown Medical Center
Industry Financial Services
Experience
Morristown Medical Center July 2011 - Present
Bear Stearns September 1994 - October 2008
JP Morgan Chase 2008 - 2008
Graebel Van Lines, Inc. September 1992 - October 1994
Skills
Multitasking Skills, Medical Records, Clinical Research, Human Resources, Healthcare
Education
Caldwell University 1988 — 1992
Bachelor of Science, Business Administration, Management (minor: Psychology)
County College of Morris
Nursing
Morristown Medical Center July 2011 - Present
Bear Stearns September 1994 - October 2008
JP Morgan Chase 2008 - 2008
Graebel Van Lines, Inc. September 1992 - October 1994
Skills
Multitasking Skills, Medical Records, Clinical Research, Human Resources, Healthcare
Education
Caldwell University 1988 — 1992
Bachelor of Science, Business Administration, Management (minor: Psychology)
County College of Morris
Nursing
Rebecca Marrero Gebman's Bear Stearns Experience September 2000 - May 2007
Job Compliance Officer at Guggenheim Partners
Industry Capital Markets
Experience
Guggenheim Partners October 2014 - January 2015
Guggenheim Partners April 2014 - October 2014
Citi July 2007 - April 2013
Bear Stearns September 2000 - May 2007
Bear Stearns August 1986 - September 2000
Bear Stearns November 1982 - August 1986
Skills
Securities, Fixed Income, Capital Markets, Equities, Hedge Funds, Alternative Investments, Bloomberg, Derivatives, Investment Banking, Series 7, Trading, Series 63, Bonds, Asset Management, Financial Services
Education
Brooklyn Law School 1996 — 2000
JD, Law
Saint Joseph's College 1979 — 1982
BS, Biology/Biological Sciences, General
Bishop Kearney High School 1975 — 1979
Regents Diploma, Academic
Guggenheim Partners October 2014 - January 2015
Guggenheim Partners April 2014 - October 2014
Citi July 2007 - April 2013
Bear Stearns September 2000 - May 2007
Bear Stearns August 1986 - September 2000
Bear Stearns November 1982 - August 1986
Skills
Securities, Fixed Income, Capital Markets, Equities, Hedge Funds, Alternative Investments, Bloomberg, Derivatives, Investment Banking, Series 7, Trading, Series 63, Bonds, Asset Management, Financial Services
Education
Brooklyn Law School 1996 — 2000
JD, Law
Saint Joseph's College 1979 — 1982
BS, Biology/Biological Sciences, General
Bishop Kearney High School 1975 — 1979
Regents Diploma, Academic
Ben Chittenden's Bear Stearns Experience February 2007 - June 2008
Job Director, Equity Research Senior Analyst at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. June 2013 - Present
Oppenheimer & Co. February 2009 - Present
JP Morgan June 2008 - January 2009
Bear Stearns February 2007 - June 2008
Bear Stearns December 2005 - February 2007
Bear Stearns July 2004 - December 2005
Skills
Equity Research, Private Equity, Series 7, Equities, Capital Markets, Bloomberg, Valuation, Financial Services, Financial Modeling, Investments, Equity Valuation, Securities, Alternative Investments, Fixed Income, Financial Analysis, Financial Markets, Chartered Financial..., DCF, Economics, Financial Statement..., Options, Investment Banking, Asset Managment, Investment Strategies, Series 63, Institutional..., Credit Analysis
Education
Bucknell University 2000 — 2004
BA, Mathematics and Economics
Oppenheimer & Co. June 2013 - Present
Oppenheimer & Co. February 2009 - Present
JP Morgan June 2008 - January 2009
Bear Stearns February 2007 - June 2008
Bear Stearns December 2005 - February 2007
Bear Stearns July 2004 - December 2005
Skills
Equity Research, Private Equity, Series 7, Equities, Capital Markets, Bloomberg, Valuation, Financial Services, Financial Modeling, Investments, Equity Valuation, Securities, Alternative Investments, Fixed Income, Financial Analysis, Financial Markets, Chartered Financial..., DCF, Economics, Financial Statement..., Options, Investment Banking, Asset Managment, Investment Strategies, Series 63, Institutional..., Credit Analysis
Education
Bucknell University 2000 — 2004
BA, Mathematics and Economics
Nanette Buziak's Bear Stearns Experience June 1993 - January 1994
Job Managing Director; Head of Equities Trading at Voya Investment Management
Industry Financial Services
Experience
ING Investment Management February 2005 - Present
Voya Investment Management February 2005 - Present
J.P. Morgan Asset Management March 1997 - February 2005
JP Morgan 1997 - 2005
First Marathon America, Inc. January 1994 - March 1997
Bear Stearns June 1993 - January 1994
Skills
Equities, Electronic Trading, Series 7, Series 55, Series 3, Portfolio Management, Portfolio Optimization, Equity Capital Markets, Securities, Bloomberg, Derivatives, FINRA, Equity Trading, Fixed Income, Trading, Hedge Funds, Options, Asset Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Series 63, Financial Markets, Equity Research
Education
Bryant University 1989 — 1993
BBA, Applied Actuarial Mathematics
Bryant University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Actuarial Mathematics
ING Investment Management February 2005 - Present
Voya Investment Management February 2005 - Present
J.P. Morgan Asset Management March 1997 - February 2005
JP Morgan 1997 - 2005
First Marathon America, Inc. January 1994 - March 1997
Bear Stearns June 1993 - January 1994
Skills
Equities, Electronic Trading, Series 7, Series 55, Series 3, Portfolio Management, Portfolio Optimization, Equity Capital Markets, Securities, Bloomberg, Derivatives, FINRA, Equity Trading, Fixed Income, Trading, Hedge Funds, Options, Asset Management, Alternative Investments, Investment Management, ETFs, Asset Allocation, Series 63, Financial Markets, Equity Research
Education
Bryant University 1989 — 1993
BBA, Applied Actuarial Mathematics
Bryant University 1989 — 1993
Bachelor of Business Administration (B.B.A.), Actuarial Mathematics
Stephen Salvadore's Bear Stearns Experience June 1999 - July 2008
Job at Mitsubishi UFJ Securities
Industry Financial Services
Experience
Mitsubishi UFJ Securities 2009 - May 2015
Bear Stearns June 1999 - July 2008
Bankers Trust June 1987 - July 1999
Skills
Fixed Income, Derivatives, Options, Trading, Capital Markets, Hedge Funds, Equities, Investment Banking, Bonds, Structured Products, CDS, Bloomberg, Emerging Markets, Swaps, Portfolio Management, Risk Management, Interest Rate..., Credit Derivatives, Equity Trading, FX Options, Financial Structuring, Securities, Valuation, Alternative Investments
Education
Brown University 1982 — 1986
Sc. B, Applied Mathematics / Economics
East Greenwich High School 1978 — 1982
Mitsubishi UFJ Securities 2009 - May 2015
Bear Stearns June 1999 - July 2008
Bankers Trust June 1987 - July 1999
Skills
Fixed Income, Derivatives, Options, Trading, Capital Markets, Hedge Funds, Equities, Investment Banking, Bonds, Structured Products, CDS, Bloomberg, Emerging Markets, Swaps, Portfolio Management, Risk Management, Interest Rate..., Credit Derivatives, Equity Trading, FX Options, Financial Structuring, Securities, Valuation, Alternative Investments
Education
Brown University 1982 — 1986
Sc. B, Applied Mathematics / Economics
East Greenwich High School 1978 — 1982
J David Enriquez's Bear Stearns Experience March 2004 - October 2005
Job Director at Rothschild
Industry Investment Banking
Experience
Rothschild 2012 - Present
Rothschild 2010 - 2012
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2006
Bear Stearns March 2004 - October 2005
Education
Brown University
AB
Columbia Law School
JD
Princeton University
MPA, International Relations
Rothschild 2012 - Present
Rothschild 2010 - 2012
Merrill Lynch 2007 - 2009
Merrill Lynch 2005 - 2006
Bear Stearns March 2004 - October 2005
Education
Brown University
AB
Columbia Law School
JD
Princeton University
MPA, International Relations
Richard Dupuis's Bear Stearns Experience 1977 - 1980
Job Senior Advisor at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch January 2005 - Present
Dublind Partners 2000 - 2004
UBS 1997 - 2000
Dillon Read Capital Management 1984 - 1997
Drexel Burnham Lambert 1980 - 1984
Bear Stearns 1977 - 1980
Smith Barney 1975 - 1977
NASD 1973 - 1975
Education
Bryant University 1969 — 1973
BS, Management, Business Management
Merrill Lynch January 2005 - Present
Dublind Partners 2000 - 2004
UBS 1997 - 2000
Dillon Read Capital Management 1984 - 1997
Drexel Burnham Lambert 1980 - 1984
Bear Stearns 1977 - 1980
Smith Barney 1975 - 1977
NASD 1973 - 1975
Education
Bryant University 1969 — 1973
BS, Management, Business Management
Isabella L. Baldasare-Rinaldi's Bear Stearns Experience July 1997 - December 1998
Job Prime Services Barclays
Industry Banking
Experience
Barclays July 2010 - Present
MD Sass June 2005 - August 2006
Pines Lake School September 2004 - June 2005
Bear Stearns Asset Management 2002 - 2003
Deutsche Bank October 2001 - June 2002
Provident Professional Services September 1998 - April 2001
Bear Stearns July 1997 - December 1998
Morgan Stanley February 1982 - May 1997
Hall Dickler Lawler Kent & Howley 1980 - 1982
Skills
Capital Markets, Private Equity, Hedge Funds, Derivatives, Equities, Fixed Income, Financial Services, Mergers & Acquisitions, Structured Finance, Bonds, Asset Management, Trading, Investment Banking, Prime Brokerage, Mergers, Venture Capital
Education
Caldwell College 2004 — 2007
NJ State Teaching Certification, Education
Fairleigh Dickinson University 1984 — 1986
MBA -Executives Masters Program, Business
Fairleigh Dickinson University 1974 — 1978
BA, Political Science
Barclays July 2010 - Present
MD Sass June 2005 - August 2006
Pines Lake School September 2004 - June 2005
Bear Stearns Asset Management 2002 - 2003
Deutsche Bank October 2001 - June 2002
Provident Professional Services September 1998 - April 2001
Bear Stearns July 1997 - December 1998
Morgan Stanley February 1982 - May 1997
Hall Dickler Lawler Kent & Howley 1980 - 1982
Skills
Capital Markets, Private Equity, Hedge Funds, Derivatives, Equities, Fixed Income, Financial Services, Mergers & Acquisitions, Structured Finance, Bonds, Asset Management, Trading, Investment Banking, Prime Brokerage, Mergers, Venture Capital
Education
Caldwell College 2004 — 2007
NJ State Teaching Certification, Education
Fairleigh Dickinson University 1984 — 1986
MBA -Executives Masters Program, Business
Fairleigh Dickinson University 1974 — 1978
BA, Political Science
Jeffrey Gould's Bear Stearns Experience July 2001 - July 2003
Job Director at Société Générale
Industry Financial Services
Experience
Société Générale October 2013 - Present
BTIG 2011 - 2013
BTIG 2011 - 2013
Barclays Capital July 2006 - October 2008
Credit Suisse October 2003 - July 2007
Bear Stearns July 2001 - July 2003
Skills
Leveraged Finance, Investment Banking, Hedge Funds, Fixed Income, Capital Markets, Equities, Financial Modeling, Valuation, Private Equity, Alternative Investments, Sales, LBO, Banking, Credit
Education
Bucknell University 1997 — 2001
BSBA, Accounting
Newfield
Société Générale October 2013 - Present
BTIG 2011 - 2013
BTIG 2011 - 2013
Barclays Capital July 2006 - October 2008
Credit Suisse October 2003 - July 2007
Bear Stearns July 2001 - July 2003
Skills
Leveraged Finance, Investment Banking, Hedge Funds, Fixed Income, Capital Markets, Equities, Financial Modeling, Valuation, Private Equity, Alternative Investments, Sales, LBO, Banking, Credit
Education
Bucknell University 1997 — 2001
BSBA, Accounting
Newfield
Michael Walmark's Bear Stearns Experience 1989 - 2008
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan Senior Managing DirectorBear Stearns/Emc Mortgage1989 - 2008
Bear Stearns 1989 - 2008
Education
Columbia University - Columbia Business School 1987 — 1989
Master of Business Administration (M.B.A.)
Bucknell University 1980 — 1984
Bachelor's Degree, Economics
JP Morgan Senior Managing DirectorBear Stearns/Emc Mortgage1989 - 2008
Bear Stearns 1989 - 2008
Education
Columbia University - Columbia Business School 1987 — 1989
Master of Business Administration (M.B.A.)
Bucknell University 1980 — 1984
Bachelor's Degree, Economics
Marina Volshansky's Bear Stearns Experience 2007 - 2007
Job Associate at Scunziano & Associates, LLC
Industry Law Practice
Experience
Scunziano & Associates, LLC August 2010 - Present
UBS 2008 - 2008
Bear Stearns 2007 - 2007
Goldman Sachs 2001 - 2006
Education
Brooklyn Law School 2006 — 2009
New York University 1996 — 2001
Economics
Scunziano & Associates, LLC August 2010 - Present
UBS 2008 - 2008
Bear Stearns 2007 - 2007
Goldman Sachs 2001 - 2006
Education
Brooklyn Law School 2006 — 2009
New York University 1996 — 2001
Economics
Robert Sinche's Bear Stearns Experience September 1979 - June 1985
Job Consultant/Global Strategist at Pierpont Securities
Industry Financial Services
Experience
Global Macro & Markets November 2012 - Present
RBS Securities, Inc September 2010 - November 2012
Lily Pond Capital Management, LLC December 2009 - September 2010
Bank of America July 2004 - April 2009
Citigroup May 1998 - July 2004
Alliance Capital Management October 1988 - September 1995
Bear Stearns September 1979 - June 1985
Pace University - Lubin School of Business January 1978 - December 1978
Skills
Fixed Income, Portfolio Management, FX Options, Hedge Funds, Currency, Investments, Financial Markets, Equities, Economics, Investment Strategies, Foreign Exchange, Investment Banking, Macroeconomics, Mutual Funds, Derivatives, Banking, Bonds, Commodity, Options, Equity Research, Securities, Valuation, Global Macro, Trading, Capital Markets, Quantitative Analytics, Bloomberg, Asset Allocation, Structured Products, Rates, Interest Rate..., Trading Systems, Financial Risk, Strategy, Emerging Markets, Financial Analysis, Hedging, Alternative Investments, Asset Management, Investment Management, FX
Education
Brown University 1974 — 1976
MA, Economics
Hamilton College 1971 — 1974
BA, Economics, 3.85/4.00
Global Macro & Markets November 2012 - Present
RBS Securities, Inc September 2010 - November 2012
Lily Pond Capital Management, LLC December 2009 - September 2010
Bank of America July 2004 - April 2009
Citigroup May 1998 - July 2004
Alliance Capital Management October 1988 - September 1995
Bear Stearns September 1979 - June 1985
Pace University - Lubin School of Business January 1978 - December 1978
Skills
Fixed Income, Portfolio Management, FX Options, Hedge Funds, Currency, Investments, Financial Markets, Equities, Economics, Investment Strategies, Foreign Exchange, Investment Banking, Macroeconomics, Mutual Funds, Derivatives, Banking, Bonds, Commodity, Options, Equity Research, Securities, Valuation, Global Macro, Trading, Capital Markets, Quantitative Analytics, Bloomberg, Asset Allocation, Structured Products, Rates, Interest Rate..., Trading Systems, Financial Risk, Strategy, Emerging Markets, Financial Analysis, Hedging, Alternative Investments, Asset Management, Investment Management, FX
Education
Brown University 1974 — 1976
MA, Economics
Hamilton College 1971 — 1974
BA, Economics, 3.85/4.00
Marie Falvey's Bear Stearns Experience January 1986 - July 2008
Job Investment Banking Professional
Industry Investment Banking
Experience
Bear Stearns January 1986 - July 2008
Education
Brookdale Community College 1980 — 1982
Business Admin, Personnel Management
Bear Stearns January 1986 - July 2008
Education
Brookdale Community College 1980 — 1982
Business Admin, Personnel Management
N Kathirithamby, Esq's Bear Stearns Experience February 2008 - August 2008
Job Counsel, Compliance and Control Room Manager at Buckingham Capital Management, Inc.
Industry Law Practice
Experience
Buckingham Capital Management, Inc. July 2013 - Present
Project by Project January 2013 - Present
Orical Legal Group LLP February 2013 - July 2013
New York Based Registered Investment Adviser October 2011 - February 2013
Project by Project December 2008 - December 2012
Marathon Asset Management August 2008 - October 2011
Bear Stearns February 2008 - August 2008
Bear Stearns February 2007 - February 2008
Bear Stearns November 2006 - February 2007
Skills
Compliance, Alternative Investments, AML, Entity Extraction, Asset Managment, Securities, Hedge Funds, ISDA, Equities, Due Diligence
Education
Brooklyn Law School 2003 — 2006
Juris Doctor
University of Rochester 1998 — 2002
Bachelor of Arts, Political Science
Buckingham Capital Management, Inc. July 2013 - Present
Project by Project January 2013 - Present
Orical Legal Group LLP February 2013 - July 2013
New York Based Registered Investment Adviser October 2011 - February 2013
Project by Project December 2008 - December 2012
Marathon Asset Management August 2008 - October 2011
Bear Stearns February 2008 - August 2008
Bear Stearns February 2007 - February 2008
Bear Stearns November 2006 - February 2007
Skills
Compliance, Alternative Investments, AML, Entity Extraction, Asset Managment, Securities, Hedge Funds, ISDA, Equities, Due Diligence
Education
Brooklyn Law School 2003 — 2006
Juris Doctor
University of Rochester 1998 — 2002
Bachelor of Arts, Political Science
Aziz Megji's Bear Stearns Experience April 2004 - July 2007
Job Corporate Development, HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard December 2014 - Present
Navidar Group LLC May 2009 - December 2014
Bedford Funding May 2008 - April 2009
Alta July 2007 - April 2008
Bear Stearns April 2004 - July 2007
Skills
Equities, Corporate Finance, LBO, Private Equity, Investment Banking, Valuation, Financial Modeling, Fixed Income, Due Diligence, Investments, Capital Markets, Mergers & Acquisitions, Financial Analysis, Strategic M&A, Negotiation, Alternative Investments, Hedge Funds
Education
Bucknell University 1999 — 2003
BSBA, Finance
Hewlett-Packard December 2014 - Present
Navidar Group LLC May 2009 - December 2014
Bedford Funding May 2008 - April 2009
Alta July 2007 - April 2008
Bear Stearns April 2004 - July 2007
Skills
Equities, Corporate Finance, LBO, Private Equity, Investment Banking, Valuation, Financial Modeling, Fixed Income, Due Diligence, Investments, Capital Markets, Mergers & Acquisitions, Financial Analysis, Strategic M&A, Negotiation, Alternative Investments, Hedge Funds
Education
Bucknell University 1999 — 2003
BSBA, Finance
Anthony Roth's Bear Stearns Experience October 2000 - June 2008
Job Chief Investment Officer, Private Wealth Management at UBS Wealth Management
Industry Financial Services
Experience
Aquitaine Management 2013 - 2014
UBS Wealth Management January 2010 - December 2012
UBS Wealth Management January 2010 - December 2012
UBS August 2008 - December 2009
Bear Stearns October 2000 - June 2008
Sanford C. Bernstein October 1999 - October 2000
Cleary Gottlieb August 1993 - October 1999
Skills
Portfolio Management, Wealth Management..., Financial Services, Securities, Equities, Hedge Funds, Capital Markets, Fixed Income, Series 7, Investments, Derivatives, Investment Banking, Alternative Investments, Private Equity, Asset Managment, FINRA, Financial Modeling, Valuation, Due Diligence
Education
Harvard Law School 1990 — 2003
JD, Law
University of Paris I: Panthéon-Sorbonne 1994 — 1995
DEA, Droit Fiscal Internationale (International Tax Law)
Brown University 1987 — 1990
BA, Philosophy
Phillips Academy, Andover 1984 — 1985
High School Diploma
Aquitaine Management 2013 - 2014
UBS Wealth Management January 2010 - December 2012
UBS Wealth Management January 2010 - December 2012
UBS August 2008 - December 2009
Bear Stearns October 2000 - June 2008
Sanford C. Bernstein October 1999 - October 2000
Cleary Gottlieb August 1993 - October 1999
Skills
Portfolio Management, Wealth Management..., Financial Services, Securities, Equities, Hedge Funds, Capital Markets, Fixed Income, Series 7, Investments, Derivatives, Investment Banking, Alternative Investments, Private Equity, Asset Managment, FINRA, Financial Modeling, Valuation, Due Diligence
Education
Harvard Law School 1990 — 2003
JD, Law
University of Paris I: Panthéon-Sorbonne 1994 — 1995
DEA, Droit Fiscal Internationale (International Tax Law)
Brown University 1987 — 1990
BA, Philosophy
Phillips Academy, Andover 1984 — 1985
High School Diploma
Patrick Taffe's Bear Stearns Experience June 2004 - December 2004
Job Director, Equity Division at Mizuho Securities
Industry Investment Banking
Experience
Mizuho Securities USA Inc. September 2015 - Present
Summit Research Partners LLC June 2015 - September 2015
Family Office 2014 - 2015
RBC Capital Markets 2005 - 2013
Bear Stearns June 2004 - December 2004
Credit Suisse 1999 - 2003
Skills
Equities, Alternative Investments, Capital Markets, Investment Banking, Equity Research, Hedge Funds, Business Development, Relationship Management, Series 7, Series 63, Mutual Funds, Investments, Bloomberg, New Business Development, Client Services, Asset Management, Asset Allocation
Education
Bucknell University 1995 — 1999
Bachelor of Arts (B.A.), Economics
The Taft School 1992 — 1995
Mizuho Securities USA Inc. September 2015 - Present
Summit Research Partners LLC June 2015 - September 2015
Family Office 2014 - 2015
RBC Capital Markets 2005 - 2013
Bear Stearns June 2004 - December 2004
Credit Suisse 1999 - 2003
Skills
Equities, Alternative Investments, Capital Markets, Investment Banking, Equity Research, Hedge Funds, Business Development, Relationship Management, Series 7, Series 63, Mutual Funds, Investments, Bloomberg, New Business Development, Client Services, Asset Management, Asset Allocation
Education
Bucknell University 1995 — 1999
Bachelor of Arts (B.A.), Economics
The Taft School 1992 — 1995
Paul Gendron's Bear Stearns Experience December 2007 - March 2008
Job Senior Director Power Origination at SunEdison
Industry Oil & Energy
Experience
SunEdison May 2015 - Present
Mercuria Energy America, Inc December 2007 - April 2015
JP Morgan Global Commodities December 2007 - September 2014
Bear Stearns December 2007 - March 2008
Citi March 2007 - December 2007
Sempra Energy Trading June 2005 - March 2007
PPM Energy March 2003 - June 2005
PG&E Energy Trading December 1997 - March 2003
Pacific Gas Transmission & PG&E Australia July 1994 - December 1997
Southern California Gas Co 1984 - 1994
Skills
Commodity Markets, Derivatives, Energy, Natural Gas, Commodity, Hedging, Risk Management, Trading, Energy Markets, Renewable Energy, Contract Negotiation, Project Finance, Management, Financial Modeling, Business Strategy, Mergers & Acquisitions, Electric Power, Gas, Strategic Planning, Financial Structuring, Solar Energy
Education
California Polytechnic State University-San Luis Obispo 1981 — 1986
BS, Aeronautical Engineering
California State University-Bakersfield 1990 — 1993
Masters, Public Administration
SunEdison May 2015 - Present
Mercuria Energy America, Inc December 2007 - April 2015
JP Morgan Global Commodities December 2007 - September 2014
Bear Stearns December 2007 - March 2008
Citi March 2007 - December 2007
Sempra Energy Trading June 2005 - March 2007
PPM Energy March 2003 - June 2005
PG&E Energy Trading December 1997 - March 2003
Pacific Gas Transmission & PG&E Australia July 1994 - December 1997
Southern California Gas Co 1984 - 1994
Skills
Commodity Markets, Derivatives, Energy, Natural Gas, Commodity, Hedging, Risk Management, Trading, Energy Markets, Renewable Energy, Contract Negotiation, Project Finance, Management, Financial Modeling, Business Strategy, Mergers & Acquisitions, Electric Power, Gas, Strategic Planning, Financial Structuring, Solar Energy
Education
California Polytechnic State University-San Luis Obispo 1981 — 1986
BS, Aeronautical Engineering
California State University-Bakersfield 1990 — 1993
Masters, Public Administration
David Berninger's Bear Stearns Experience June 1992 - October 1997
Job Enterprise Risk Management
Industry Banking
Experience
Hudson City Savings Bank April 2012 - Present
Societe Generale October 1997 - April 2012
Bear Stearns June 1992 - October 1997
Skills
Investment Banking, Derivatives, Capital Markets, Structured Products, Equities, Credit Risk, Hedge Funds, Equity Derivatives, Banking, Financial Risk, Financial Markets, FX Options, Credit Analysis, Risk Management, Credit Derivatives, Market Risk, Fixed Income
Education
Rutgers University 1993 — 1996
MBA
Bucknell University 1985 — 1989
BSBA, Management/Finance
Hudson City Savings Bank April 2012 - Present
Societe Generale October 1997 - April 2012
Bear Stearns June 1992 - October 1997
Skills
Investment Banking, Derivatives, Capital Markets, Structured Products, Equities, Credit Risk, Hedge Funds, Equity Derivatives, Banking, Financial Risk, Financial Markets, FX Options, Credit Analysis, Risk Management, Credit Derivatives, Market Risk, Fixed Income
Education
Rutgers University 1993 — 1996
MBA
Bucknell University 1985 — 1989
BSBA, Management/Finance
Matthew Tannin's Bear Stearns Experience 1994 - 2007
Job Senior Vice President at Esquire Bank
Industry Financial Services
Experience
Esquire Bank May 2012 - Present
Plaintiff Funding Holdings September 2009 - April 2012
Bear Stearns Asset Management March 1994 - February 2008
Bear Stearns 1994 - 2007
Skills
Credit, Hedge Funds, Securitization, Fixed Income, Alternative Investments, Financial Structuring, Risk Management, Fund Of Funds, Venture Capital, Bonds, Valuation, Trading, Private Placements, FINRA, Due Diligence, Asset Management, Capital Markets, Credit Derivatives, Financial Services
Education
University of San Francisco School of Law 1991 — 1993
Bucknell University 1979 — 1984
BA, Philosophy
Esquire Bank May 2012 - Present
Plaintiff Funding Holdings September 2009 - April 2012
Bear Stearns Asset Management March 1994 - February 2008
Bear Stearns 1994 - 2007
Skills
Credit, Hedge Funds, Securitization, Fixed Income, Alternative Investments, Financial Structuring, Risk Management, Fund Of Funds, Venture Capital, Bonds, Valuation, Trading, Private Placements, FINRA, Due Diligence, Asset Management, Capital Markets, Credit Derivatives, Financial Services
Education
University of San Francisco School of Law 1991 — 1993
Bucknell University 1979 — 1984
BA, Philosophy
JoAnn Month's Bear Stearns Experience 1993 - 1995
Job Investment Management Professional
Industry Investment Management
Experience
Salomon Brothers 1995 - 1996
Bear Stearns 1993 - 1995
Education
Wharton Business School 1991 — 1993
MBA, Health/Health Care Administration/Management
Brown University 1978 — 1982
Salomon Brothers 1995 - 1996
Bear Stearns 1993 - 1995
Education
Wharton Business School 1991 — 1993
MBA, Health/Health Care Administration/Management
Brown University 1978 — 1982
Barbara Hand's Bear Stearns Experience March 2001 - May 2009
Job Administrative Secretary
Industry Hospital & Health Care
Experience
St. Mary Medical Center, Langhorne, PA 2014 - Present
Aria Health 2011 - 2014
Bear Stearns March 2001 - May 2009
Skills
Administrative..., Data Entry, Office Management
Education
Bucks County Community College
Business Administration and Management, General
Lincoln tech 2009 — 2010
medical admin asst
St. Mary Medical Center, Langhorne, PA 2014 - Present
Aria Health 2011 - 2014
Bear Stearns March 2001 - May 2009
Skills
Administrative..., Data Entry, Office Management
Education
Bucks County Community College
Business Administration and Management, General
Lincoln tech 2009 — 2010
medical admin asst
Leigh Roberts's Bear Stearns Experience October 1993 - October 1995
Job Client Associate at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2006 - Present
Bear Stearns October 1993 - October 1995
E F Hutton 1985 - 1987
Education
Brenau University 1983 — 1985
BA, Media Communications/PR
Merrill Lynch May 2006 - Present
Bear Stearns October 1993 - October 1995
E F Hutton 1985 - 1987
Education
Brenau University 1983 — 1985
BA, Media Communications/PR
John Schrader's Bear Stearns Experience April 1997 - July 2007
Job Managing Director at Duff & Phelps
Industry Investment Banking
Experience
Duff & Phelps Managing DirectorMorgan StanleySeptember 2007 - March 2008
Bear Stearns April 1997 - July 2007
Credit Suisse 1993 - 1997
Skills
Investment Banking, Fixed Income, Trading, Structured Products
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Bryant University 1985 — 1989
BS, Finance
Duff & Phelps Managing DirectorMorgan StanleySeptember 2007 - March 2008
Bear Stearns April 1997 - July 2007
Credit Suisse 1993 - 1997
Skills
Investment Banking, Fixed Income, Trading, Structured Products
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance
Bryant University 1985 — 1989
BS, Finance
Jamie Helman's Bear Stearns Experience 2002 - 2008
Job
Industry Law Practice
Experience
Davidson & Grannum October 2008 - Present
Bear Stearns 2002 - 2008
Skills
Litigation, Dispute Resolution, Arbitration, Corporate Law, Mediation, Legal Research, Capital Markets, Westlaw, Commercial Litigation, Legal Writing, Securities Litigation, Securities Regulation, Corporate Governance, Depositions, Securities, Due Diligence, Courts, Civil Litigation, Intellectual Property
Education
Brooklyn Law School 2000 — 2003
JD
Rutgers University-New Brunswick 1996 — 2000
BS
Davidson & Grannum October 2008 - Present
Bear Stearns 2002 - 2008
Skills
Litigation, Dispute Resolution, Arbitration, Corporate Law, Mediation, Legal Research, Capital Markets, Westlaw, Commercial Litigation, Legal Writing, Securities Litigation, Securities Regulation, Corporate Governance, Depositions, Securities, Due Diligence, Courts, Civil Litigation, Intellectual Property
Education
Brooklyn Law School 2000 — 2003
JD
Rutgers University-New Brunswick 1996 — 2000
BS
Daphne Laino's Bear Stearns Experience 1983 - 1985
Job Cruise/Travel Consultant at Travel Cruise Connections
Industry Leisure, Travel & Tourism
Experience
Travel Cruise Connections/Cruise Bargains.com 2001 - Present
Self-Employed 1987 - 1989
Kidder Peabody April 1985 - 1987
Bear Stearns 1983 - 1985
Skills
Microsoft Office, Event Management, Marketing Strategy, Tourism
Education
Bucknell University 1979 — 1983
Bachelor of Arts (BA), Mathematics and Economics, 3.43
Travel Cruise Connections/Cruise Bargains.com 2001 - Present
Self-Employed 1987 - 1989
Kidder Peabody April 1985 - 1987
Bear Stearns 1983 - 1985
Skills
Microsoft Office, Event Management, Marketing Strategy, Tourism
Education
Bucknell University 1979 — 1983
Bachelor of Arts (BA), Mathematics and Economics, 3.43
Jason Cherok's Bear Stearns Experience 2006 - 2008
Job Associate at McKinsey & Company
Industry Financial Services
Experience
McKinsey & Company August 2013 - Present
Carnegie Mellon Tepper School of Business August 2011 - May 2013
PNC June 2012 - August 2012
D. E. Shaw & Co. March 2010 - July 2011
JPMorgan Chase 2008 - 2010
Bear Stearns 2006 - 2008
Bear Stearns 2005 - 2006
Skills
Derivatives, Fixed Income, Business Analysis, Equities, Financial Modeling, Trading, Requirements Analysis, Valuation, Foreign Exchange, Microsoft Excel, Quantitative Analytics, Corporate Finance
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance, Strategy, Quantitative Analysis
Bucknell University
Bachelor of Science in Business Administration, Bachelor of Arts in Economics
McKinsey & Company August 2013 - Present
Carnegie Mellon Tepper School of Business August 2011 - May 2013
PNC June 2012 - August 2012
D. E. Shaw & Co. March 2010 - July 2011
JPMorgan Chase 2008 - 2010
Bear Stearns 2006 - 2008
Bear Stearns 2005 - 2006
Skills
Derivatives, Fixed Income, Business Analysis, Equities, Financial Modeling, Trading, Requirements Analysis, Valuation, Foreign Exchange, Microsoft Excel, Quantitative Analytics, Corporate Finance
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance, Strategy, Quantitative Analysis
Bucknell University
Bachelor of Science in Business Administration, Bachelor of Arts in Economics
David Newcomb's Bear Stearns Experience April 2000 - June 2002
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs Director, Healthcare Specialist in Equity SalesDeutsche BankJuly 2006 - May 2014
Leerink Swann July 2002 - June 2006
Bear Stearns April 2000 - June 2002
Eli Lilly and Company June 1993 - April 2000
Skills
Equity Research, Valuation, Equity Valuation, Institutional Sales, Financial Analysis, Mergers & Acquisitions, Equity Derivatives, Credit Derivatives, Healthcare, Options, Financial Markets, Finance, Trading Systems, Competitive Analysis, Investor Relations, Mutual Funds, Investment Management, Venture Capital, Structured Products, FX Options, Management, Economics, Structured Finance
Education
NYU Stern School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance, General
Bucknell University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Goldman Sachs Director, Healthcare Specialist in Equity SalesDeutsche BankJuly 2006 - May 2014
Leerink Swann July 2002 - June 2006
Bear Stearns April 2000 - June 2002
Eli Lilly and Company June 1993 - April 2000
Skills
Equity Research, Valuation, Equity Valuation, Institutional Sales, Financial Analysis, Mergers & Acquisitions, Equity Derivatives, Credit Derivatives, Healthcare, Options, Financial Markets, Finance, Trading Systems, Competitive Analysis, Investor Relations, Mutual Funds, Investment Management, Venture Capital, Structured Products, FX Options, Management, Economics, Structured Finance
Education
NYU Stern School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance, General
Bucknell University 1989 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Julio Guity's Bear Stearns Experience September 1991 - December 1997
Job Equipment Support Specialist at College of Nanoscale Science and Engineering of the University at Albany
Industry Nanotechnology
Experience
College of Nanoscale Science and Engineering of the University at Albany September 2006 - Present
Regeneron Pharmaceuticals January 1998 - June 2006
Bear Stearns September 1991 - December 1997
Education
Bryant and Stratton College
College of Nanoscale Science and Engineering of the University at Albany September 2006 - Present
Regeneron Pharmaceuticals January 1998 - June 2006
Bear Stearns September 1991 - December 1997
Education
Bryant and Stratton College
gordon ogden's Bear Stearns Experience 1987 - 2000
Job AVP at HUB International
Industry Insurance
Experience
HUB International 2014 - Present
NMG Benefits 2000 - 2014
Bear Stearns 1987 - 2000
Skills
Insurance, Customer Service, Leadership, Sales, General Insurance, Business Development, Inside Sales, Outside Sales, employee benefits, Finance, Investment management
Education
Brown University
St. Georges School
HUB International 2014 - Present
NMG Benefits 2000 - 2014
Bear Stearns 1987 - 2000
Skills
Insurance, Customer Service, Leadership, Sales, General Insurance, Business Development, Inside Sales, Outside Sales, employee benefits, Finance, Investment management
Education
Brown University
St. Georges School
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS