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
Quantifi, Inc. 2011 - Present
JPMorgan June 2008 - March 2011
Bear Stearns July 2001 - May 2008
Deutsche Bank June 1999 - June 2001
Bankers Trust September 1993 - June 1999
Skills
Credit Derivatives, Credit Risk, CVA, Monte Carlo Simulation, Basel III, wrong-way risk, FVA, cross-asset analytics, Credit, Counterparty Risk, Derivatives, Quantitative Analytics, Fixed Income, FX Options, Equity Derivatives, Interest Rate..., Analytics, Structured Products, Quantitative Investing, Quantitative Finance, Market Risk
Education
Carnegie Mellon University 1989 — 1993
Ph. D., Applied Math
The Hewlett Packard August 2008 - September 2014
EDS February 2003 - July 2008
Bank of America October 1999 - January 2003
Bear Stearns June 1991 - October 1999
AT&T 1990 - 1991
Skills
Telecommunications, Business Analysis, Requirements Analysis, IT Service Management, IT Strategy, Project Management, Process Improvement, Integration, Change Management, Coaching, Cross-functional Team..., Inventory Management, Program Management, Lead Generation, Budgets, Public Speaking, Team Building, Team Leadership, Management, Business Process, Vendor Management, Customer Service, Leadership, Project Planning, Strategic Planning, Professional Services, Employee Relations, Sales Enablement, Training, Analytics, Microsoft Office, ITIL, Healthcare
Education
City College of San Francisco
Labor Law
JPMorgan Chase July 2008 - Present
Ethical Culture Fieldston School June 2013 - June 2015
Riverdale YM-YWHA (JCC) 2008 - 2010
Bear Stearns 2003 - 2008
Peak Counsel and Update Legal 2001 - 2003
United Auto Group, Inc 1998 - 2000
Kinney System, Inc. 1994 - 1998
Frishman & Cain, PA 1993 - 1994
Itkowitz & Gottlieb, PC 1991 - 1992
Department of Housing, Preservation & Development 1989 - 1991
Skills
Corporate Law, Mergers, Litigation, Licensing, Securities, Hedge Funds, Capital Markets, Equities, FINRA, Fixed Income, Alternative Investments, Insurance, Private Equity, Securities Regulation, Due Diligence, Securities Exchange Act..., 1940 Act, Broker-Dealer Compliance, Market Regulation, Investment Advisers Act, Banking, Series 24, Series 7, Trading, Private Placements, Investments, Joint Ventures, Corporate Governance, Structured Finance, AML, Mergers & Acquisitions, Financial Regulation, Investment Banking, Derivatives, Prime Brokerage, Structured Products, Investment Management, IPO, Financial Services, Emerging Markets, Venture Capital, Dodd-Frank, Options, Management
Education
City University of New York School of Law at Queens College 1987 — 1990
J.D., Law
Hofstra University 1982 — 1986
B.A., Political Science
JPMorgan Chase & Co. June 2008 - Present
Bear Stearns June 1999 - June 2008
Lopez, Edwards, Frank & Co., LLP September 1998 - June 1999
Margolin, Winer & Evens, LLP September 1996 - September 1998
Skills
Internal Controls, Financial Analysis, Auditing, Capital Markets, Equities, Fixed Income, Sub-Ledger Support, Bloomberg, Investment Banking, Accounting
Education
Fordham University 2001 — 2003
Master's Degree, Finance, General, 4.0
City University of New York-Brooklyn College 1990 — 1995
Bachelor's Degree, Accounting
odessa chess
Chess Master
Dr. Seth Weiner D.D.S. 2012 - Present
George Simonton QVC/Itemhouse 2010 - Present
Leather & Fur Ranch 2007 - 2010
NYC Department of Education 1986 - 2007
Perfect Match 1991 - 1993
Bear Stearns 1980 - 1986
Skills
Sales, Marketing, Marketing Communications, Communication, Problem Solving, Organization Skills, Following Up, Account Management, Prospecting Skills, Cold Calling, Written Communication, Written Correspondence, Memorization, Lead Generation, Entrepreneurship, At Multitasking, Proposal Writing, PowerPoint, Microsoft Excel, Trade Marketing, Trade Shows, Demonstration, Sales Presentations, Presentation Skills, Presenter, Event Planning, Writing, Strategy, Customer Service, Public Speaking, Creative Writing, demonstration...
Education
City University of New York-College of Staten Island 1986 — 1990
Master's Degree, Educational Leadership and Administration, General
City University of New York-Brooklyn College 1974 — 1978
Bachelor's Degree, Elementary Education and Teaching
SEIU Local 32BJ May 2014 - Present
32BJ SEIU August 2013 - May 2014
SEIU Local 32BJ September 2011 - August 2013
SEIU Local 32BJ January 2009 - November 2011
Bear Stearns August 2004 - June 2008
First Transit April 2003 - August 2004
Morgan Stanley 1996 - 2001
Skills
Outlook, Microsoft Office, Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Troubleshooting, Management, Training, Databases, Quality Assurance, Access, CRM, Team Management, Analysis, Time Management
Education
City University of New York City College 1992 — 1996
JPMorgan Chase May 2008 - Present
Bear Stearns August 1998 - May 2008
Skills
Capital Markets, Prime Brokerage, Fixed Income, Derivatives, Equities, Securities, Hedge Funds, Alternative Investments, Credit Derivatives, Investment Banking, Bloomberg, Middle Office, FINRA, Swaps, Series 7
Education
City University of New York-Brooklyn College 1992 — 1996
Bachelor's degree, Accounting
Principal Maritime Management October 2011 - Present
SBI International June 2009 - August 2009
Bear Stearns November 2006 - February 2008
Oppenheimer & Co. April 2005 - October 2006
Orbit II Partners May 2000 - December 2004
Skills
Financial Modeling, Valuation, Equities, Business Strategy, Due Diligence, Mergers, Acquisition Analysis, International Shipping, Financial Analysis, Cash Management, Venture Capital, Business Valuation, Project Finance, Start-ups, Strategy, Private Equity, Investments, Finance, Corporate Finance, Entrepreneurship, Trading
Education
IESE Business School 2008 — 2010
Master, Business Administration
University of Pennsylvania - The Wharton School 2009 — 2009
Master of Business Administration (MBA), International Exchange
Colby College 1996 — 2000
BA, Economics and Art History
Colby College 1996 — 2000
Bachelor of Arts, Double Major Economics, Art History
Choate Rosemary Hall 1995 — 1996
High School, Liberal Arts and Sciences/Liberal Studies
Harvard University 1995 — 1995
Secondary School Summer Program
Credit Suisse October 1998 - Present
Bear Stearns October 1985 - March 1998
Smith Barney October 1980 - October 1985
Skills
Investment Banking, Capital Markets, Equities, Fixed Income, Structured Products, Credit Derivatives, Derivatives, Interest Rate..., Financial Analysis, Prime Brokerage, Back Office, Financial Services
Education
Brooklyn College
City University of New York-Brooklyn College
Boostable May 2014 - Present
Amazon August 2013 - May 2014
Hark November 2012 - May 2013
Cheezburger Network January 2011 - November 2012
Cheezburger Network June 2009 - January 2011
The Hina Group June 2008 - November 2008
Bear Stearns September 2007 - May 2008
Prudent Energy 2007 - 2007
Skills
Ad Networks, Online Advertising, Ad Serving, Affiliate Management, Digital Media, Google Analytics, Mobile Advertising, Digital Marketing, Web Analytics, Advertising, DoubleClick, Advertising Operations, Strategy, Display Advertising, Analytics
Education
Case Western Reserve University 2004 — 2009
BA, Economics, Mathematics, Finance
Tsinghua University
Sterling National Bank (formerly Hudson Valley Bank) February 2011 - Present
MasterCard Worldwide June 1999 - July 2010
Cowen and Company March 1995 - November 1998
Bear Stearns May 1990 - May 1991
Drexel Burnham Lambert 1979 - 1990
Skills
Project Management, Business Analysis, Program Management, Risk Management, Integration, Process Improvement, Strategy, Analysis, Databases, Data Analysis, SQL, Software Development, Access
Education
City University of New York City College
BA
New York University
MPA, Public Administration
Memories, Dreams, and Reflections LLC February 2008 - Present
SunGard Financial Systems ( GetPAID / Avantgard Receivables ) 1999 - 2008
Bear Stearns June 1997 - November 1999
Telecommunications Technology Inc. June 1981 - June 1997
Computer Horizons September 1977 - June 1981
Skills
Java Enterprise Edition, JBoss Application Server, Maven, Oracle, JUnit, Ant, Subversion, JavaScript, Apache, Jenkins, PostgreSQL, JBoss Seam, Linux, Hibernate, JavaSE, jQuery, JSON, JPA, JDBC, TestNG, Vaadin, MySQL, IBM Mainframe, DB2, IceFaces, JCL, COBOLII, VSAM, CICS, Assembler, Arquillian, EJB 3.1, PL/1, Oracle PL/SQL..., Agile Methodologies, Javas, JavaScript Libraries
Education
City University of New York 1972 — 1977
B.S., Computer Science
Investor Analytics February 2012 - July 2013
Preston Douglas Communications Inc. September 2008 - April 2012
Bear Stearns September 2001 - August 2008
CIBC World Markets 1996 - 2000
Barings PLC 1993 - 1996
Salomon Brothers 1988 - 1991
Skills
Capital Markets, Reputation Management, Organizational..., Media Relations, Marketing Communications, Internal Communications, Communications Strategy, Executive Management, Change Management, Corporate Communications, Strategic Communications, Content Strategy, Brand Development, Crisis Communications, Marketing, Content Development, Integrated Marketing, Advertising, Messaging, Financial Services, Competitive Analysis, Message Development, Strategy
Education
Carleton University 1972 — 1976
Bachelor, Journalism
Marsh & McLennan Companies, Inc. April 2013 - Present
Marsh Inc. July 2008 - April 2013
Bear Stearns 2006 - 2008
WestLB AG 2001 - 2006
AT&T 1999 - 2001
Skills
Risk Management, Business Analysis, Forecasting, Management, Strategic Planning, Business Strategy, Business Process..., Leadership, Finance, Process Improvement, Analysis, Strategy, IT Financial Management, IT Strategy, Financial Analysis, Corporate Finance, Sourcing, Change Management, Vendor Management, Financial Planning, Accounting, Team Building, Outsourcing, Team Mentoring
Education
Fairleigh Dickinson University 1999 — 2001
MBA, Finance
Centenary College 1989 — 1992
BS, Accounting
Covance July 2014 - Present
Data Elements Exchange Program for New York City April 2012 - June 2014
JP Morgan June 2008 - February 2012
Bear Stearns July 2006 - May 2008
Skills
Valuation, Equities, Derivatives, Securities, Fixed Income, Investment Banking, Capital Markets, SDLC, Oracle, VBA, Sybase, Business Intelligence, SQL, Microsoft SQL Server, Data Warehousing
Education
City University of New York-Brooklyn College
Bachelor's degree, Major: Business Management and Finance, Minor: Accounting
CLS Bank International November 2012 - Present
Brown Brothers Harriman June 2005 - August 2012
Bear Stearns November 2000 - March 2005
Bankers Trust 1995 - 2000
Skills
Credit Risk, Commercial Lending, Credit Analysis, Risk Management, Counterparty Risk, Fixed Income, Derivatives, Securities Lending, Financial Institutions, ISDA, Mutual Funds, Swaps, Interest Rate..., Banking, Series 7, Portfolio Management, Financial Services
Education
Pace University 1982 — 1984
Master of Business Administration (M.B.A.), Finance, General
Canisius College 1976 — 1979
Bachelor of Arts (B.A.), Finance, General
Pioneer Center for Human Services January 2015 - Present
Assistive Innovations Corp June 2011 - January 2012
BNP Paribas July 2009 - January 2010
Bear Stearns January 2006 - June 2008
Office of New York State Attorney General, Bureau of Investment Protection and Securities June 2003 - September 2004
Education
City University of New York School of Law at Queens College 2002 — 2005
Juris Doctorate, Law
University at Albany, SUNY 1998 — 2002
BS, Bachelor of Science in Social Welfare and Minor in English
JPMorgan Chase July 2012 - Present
Depository Trust Clearing Corporation August 1997 - October 2011
Federal Reserve Bank of New York 1996 - July 1997
Mabon Securities Corp. 1994 - 1995
Bear Stearns 1987 - 1994
Skills
Risk Management, Fixed Income, Asset Managment, Financial Risk, Banking, Portfolio Management, Financial Analysis, Product Management, Business Analysis, Project Management, Due Diligence, Trading, Executive Management, Mergers & Acquisitions, Asset Management, Enterprise Risk..., Financial Services, Securities, Strategy
Education
Case Western Reserve University - Weatherhead School of Management 1986 — 1987
MBA, Finance, Management Information Systems
Case Western Reserve University 1982 — 1986
BS, Management Science
Self Employed August 2008 - Present
Incremental Capital LLC September 2007 - August 2008
Spectrum Capital Partners (Owned by Highland Capital) October 2006 - August 2007
Highland Capital August 2005 - August 2007
Spectrum Capital December 2002 - March 2005
Generic Trading of Philadelphia, LLC June 2000 - November 2002
Prosperitas Management Company LLC February 1999 - January 2000
Bear Stearns August 1989 - January 1999
Skills
Trading, Risk Management, Technical Analysis, Risk, Proprietary Trading, Investments, Portfolio Management, Trading Strategies, Hedge Funds
Education
Brooklyn College 1988 — 1994
BA, Psychology, Economics
P. Zaccaro Co., Inc. April 2011 - Present
Geraldine A Ferraro January 2009 - April 2011
The Global Consulting Group November 2006 - January 2009
The Global Consulting Group August 2006 - January 2009
Bear Stearns March 1997 - March 2006
Skills
Program Management, Event Planning, Strategic Communications, Social Media, Strategic Planning, International Relations, Public Relations, Marketing Communications, Corporate Communications, Internal Communications
Education
Brooklyn College
The Sourcing Team, LLC 2009 - Present
Bear Stearns June 2000 - December 2008
Davis Polk & Wardwell 2000 - 2000
American Securities Capital Partners 1995 - 2000
Skills
Facilities Management, Staff Management, System Administration, Financial Services, Project Management, Vendor Management, Hedge Funds, Asset Managment, Private Equity, Recruiting, PeopleSoft, Due Diligence, Human Resources, Financial Risk, Securities Lending, Investment Banking, Capital Markets, Equities, Benefits Administration, Securities, FINRA, Asset Management, Series 63, Prime Brokerage, Management, Finance, Corporate Governance, Sourcing, Personnel Management, Temporary Placement, Fixed Income, Securities Regulation, Trading, Private Placements, Investment Management, Structured Finance, Structured Products, Alternative Investments, Mergers & Acquisitions, Middle Office, Derivatives
Education
Central College 1989 — 1993
BA
University of Iowa
Kroenke Sports & Entertainment July 2015 - Present
Baltimore Ravens June 2012 - May 2015
Sportsmetricians Consulting April 2006 - June 2012
Ascend Analytics August 2009 - April 2012
Wall Street On Demand November 2000 - April 2006
Janus Capital Group 2003 - 2004
Thomson Financial 2000 - 2003
Bear Stearns August 1996 - January 2000
William E. Wecker Associates, Inc. August 1993 - April 1995
Skills
Project Management, Analytics, Analysis, Data Analysis, Databases, Business Analysis, Statistics, Management, Financial Modeling
Education
Yale University 1989 — 1993
BA, Mathematics
Carnegie Mellon University - Tepper School of Business 1995 — 1996
MSCF, Applied Mathematics in Finance
Evanston Township High School 1985 — 1989
Boys Town New York Inc., Boys Town Washington D.C. Inc. September 2015 - Present
Physicians for Human Rights February 2015 - September 2015
Physicians for Human Rights September 2014 - February 2015
Boys Town New York, Inc. July 2006 - September 2014
Bear Stearns November 2004 - July 2006
Impath Inc 2002 - 2004
National Consumer Marketing June 2000 - June 2002
TLC LC, INC. (formerly TLC Beatrice International Holdings, Inc.) March 1997 - June 2000
Skills
Strategic Planning, Problem Solving, Risk Management, Budgeting, Team Building, Contract Negotiation, Negotiation, Organizational..., Cross-functional Team..., Team Leadership, Forecasting, Financial Reporting, Budgets, Business Strategy, Strategy, Leadership, Coaching, Project Management, Performance Management, Marketing, Management, Accounting, Data Analysis, Finance, Training, Business Planning, Project Planning, Analysis, Policy, Human Resources, Recruiting, Employee Relations, Managerial Finance, Public Speaking, Executive Management, Fundraising, Proposal Writing, Management Consulting, Process Improvement, Nonprofits, Time Management
Education
Columbia University in the City of New York 2010 — 2012
Master of Science (M.Sc.), Technology Management, 3.83
City University of New York-Brooklyn College
Bachelor of Science (B.Sc.), Business Management & Finance
New American Funding September 2011 - Present
Endeavor Financial Solutions February 2008 - October 2010
Encore Credit Corp March 2002 - December 2007
Bear Stearns 2007 - 2007
New Century 1996 - 2002
Skills
Mortgage Banking, Mortgage Lending, FHA, Loan Origination, Loans, Underwriting, Refinance, Credit, Credit Analysis, Team Building, Leadership, Management, Residential Mortgages, Sales, VA loans, Cold Calling, Mortgage Underwriting, FHA financing, USDA, FHA Financing, VA Loans
Education
California State University-Fullerton 2014 — 2014
Psychology
Saddleback College 2009 — 2014
Associate of Arts (AA), Psychology
Chaffey College 1990 — 1992
General Studies
Doshi Consulting Solutions July 2014 - February 2015
Stratmar Retail Services March 2012 - July 2014
Concept Capital Markets, LLC November 2010 - May 2012
Senior Vice Presodent, Alaris Trading Partners, LLC November 2010 - August 2011
Redi Markets, LLC October 2009 - April 2010
Bear Stearns/J.P July 1999 - March 2009
JP Morgan 2008 - 2009
Bear Stearns March 1994 - July 1999
Republic National Bank July 1993 - March 1994
Wall Street Investor Services February 1992 - July 1993
Skills
Client Service, Series 7, Equities, Service Management, US Equities, Operations Management, Business Relationship..., Wholesale Banking, Financial Services, Securities, Series 63, Electronic Trading, FINRA, Capital Markets, Asset Allocation, Program Management, AML, Leadership, Fixed Income, Client Services, Derivatives, Investments, Options, Bloomberg, Trading Systems, Sales, Relationship Management, Hedge Funds, Middle Office, Management, Financial Markets, Portfolio Management, Training, Risk Management, Alternative Investments, Insurance, Prime Brokerage, Wealth Management, Back Office, Series 24, Investment Banking, Investment Advisory, Asset Management, Executive Management
Education
City University of New York-Brooklyn College 1975 — 1986
BS, Physical Education
City University of New York-Brooklyn College 1975 — 1986
BS, Health and Physical Education/Fitness
Deutsche Bank May 2009 - Present
JP Morgan June 2008 - May 2009
Bear Stearns July 2005 - June 2008
Exigen 2003 - 2005
Crosslinks January 2000 - January 2003
Bloomberg L.P. 1996 - 2000
Motorola 1993 - 1996
Education
University of Illinois at Chicago 1994 — 1996
M.S., Electrical and Computer Engineering
Carnegie Mellon University 1989 — 1993
Formerly with JPMorgan Vice PresidentJP Morgan Clearing CorpMarch 2008 - December 2014
Bear Stearns January 2001 - March 2007
Bear Stearns January 1997 - December 2000
Bear Stearns January 1992 - December 1996
Skills
Investment Banking, Capital Markets, Middle Office, Trading, Securities Lending, Management, Corporate Actions, Prime Brokerage, Fixed Income, Equities, Loanet, Finance, Securities, Trading Systems, Financial Risk, Dividends, Credit, Credit Analysis, Bloomberg, Hedge Funds, Collateral Management
Education
City University of New York City College 1974 — 1978
BS
Barclays Capital September 2008 - Present
Lehman Brothers April 1998 - September 2008
CIBC Oppenheimer January 1997 - April 1998
Bear Stearns December 1991 - January 1997
Skills
Access, PowerPoint, Settlement, Microsoft Excel, Microsoft Word, Trading, Series 7, Project Management, Mutual Funds, Management, Analysis, Account Reconciliation, Investment Banking, Back Office, Fixed Income, Asset Management, Trading Systems, Investments, Prime Brokerage, Investment Management, Corporate Actions, Hedge Funds, ADP Broadridge BTS, NSCC Fund/SERV, NSCC Networking, NSCC Commission..., Shareholder Omnibus...
Education
City University of New York City College 1989 — 1991
Civil Engineering
Manhattan Institute of Technology 1986 — 1986
Certificate, Computer Aided Drafting
Brooklyn Technical HS 1981 — 1985
Architecture
New American Funding Wholesale Human Resources AdministratorSynnexxusNovember 2008 - Present
Comforce March 2008 - November 2008
Bear Stearns February 2007 - December 2007
Los Angeles County, Department of Coroner May 2006 - March 2007
Encore Credit Corp 2005 - 2006
Riverside Community Health Foundation January 2004 - June 2004
Skills
Training, Management, Visio, Software Documentation, Marketing, Human Resources, Analysis, Analytics, Budgets, Recruiting, Applicant Tracking..., Adobe Creative Suite, Technical Recruiting, Microsoft Excel, PowerPoint, Executive Search, Microsoft Word, Leadership, Vendor Management, Dreamweaver, Policy, Payroll, Process Improvement, Outlook, Corporate Recruiting
Education
California State University-San Bernardino 2001 — 2005
BS, Health Science with a concentration in Community Health Education and Promotion
Morgan State University
Verizon Wireless August 2010 - Present
Pfizer, Inc. / Comsys Corp November 2007 - August 2010
NYSE Euronext October 2006 - July 2007
Bear, Stearns & Co. August 2003 - October 2006
Bear Stearns October 1995 - August 2003
SG Cowen & Co. May 1994 - October 1995
Skills
Data Center, Vendor Management, Disaster Recovery, Unix, Servers, Solaris
Education
City University of New York City College 1991 — 1993
MS, Computer Science
City University of New York 1987 — 1993
Computer Science, Information Systems
Bank of America Merrill Lynch September 2015 - Present
Citigroup 2006 - 2015
Bear Stearns October 2003 - December 2005
Bear Stearns September 1999 - April 2003
Skills
Fixed Income, Prime Brokerage, Equities, Series 7, Series 63, Bonds, Financial Services, Hedge Funds, Investment Banking, Mutual Funds, Portfolio Management, Securities, Trading, Banking, Finance, Risk Management, Client Services, Derivatives, Capital Markets
Education
City University of New York City College 1991 — 1995
BA, Pre law with a minor in Jewish Studies
City College of New York
B.A, Pre-law and Jewish Studies
Merrill Lynch Global Wealth Management November 2007 - Present
Smith Barney April 2005 - November 2007
Bear Stearns 1981 - January 2004
The Miller-Wohl Company September 1975 - April 1981
Price Waterhouse July 1974 - June 1975
Skills
Series 7, Investments, Asset Management, Equities, Fixed Income, Asset Managment, Alternative Investments, Hedge Funds, Retirement, Separately Managed..., Asset Allocation, Risk Management, Series 65, Strategic Financial..., Financial Planning, Series 63, Investment Banking, IRAs, Capital Markets, Trading, Securities, Financial Services, Finance
Education
New York University 2004 — 2005
Financial Planning and Services
New York University 1980 — 1981
certificate in programming, mainframe programming
City University of New York-Brooklyn College 1970 — 1974
BS in Accounting, Accounting, Investments, Economics
Plaza College September 2013 - Present
Ashford University March 2012 - Present
University of Phoenix February 2010 - February 2013
Bear Stearns September 1991 - May 1996
Goldman Sachs July 1990 - July 1991
Skills
Distance Learning, E-Learning, Higher Education, Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Problem Solving, Facebook, APA
Education
Capella University 2009 — 2015
PhD, Psychology, 3.83 GPA
Touro College 2007 — 2009
Masters, Mental Health Counseling
City University of New York-Brooklyn College 2004 — 2007
B.A., Psychology, Speech
Kingsborough Community College 1990 — 1995
A.A.S., Business Administration
St. Edmund Commercial High School 1980 — 1984
Regents Diploma, General Education
Merrill Lynch November 2007 - Present
Morgan Stanley Smith Barney April 2005 - November 2007
Bear Stearns 1981 - 2004
The Miller-Wohl Company September 1975 - April 1981
Price Waterhouse Coopers June 1974 - June 1975
Skills
Series 7, Investments, Series 63, Series 65, Health Insurance, Long-term Care, Asset Managment, Fixed Income, Life Insurance, Asset Management, Mutual Funds, Asset Allocation, Securities, Retirement, Options, Finance, Financial Services, Strategic Financial..., FINRA, Equities, Financial Planning
Education
Brooklyn College 1970 — 1974
Bachelor's degree, Accounting and Finance
NYU 2004 — 2005
Financial Planning and Services
Bank of Tokyo-Mitsubishi March 2007 - Present
Credit Suisse July 2003 - August 2006
Bear Stearns 2000 - 2003
Morgan Stanley 1999 - 2000
Bankers Trust September 1994 - September 1996
Skills
Investment Banking, Financial Modeling, Derivatives, Capital Markets, Structured Products, Market Risk, Trading, Alternative Investments, Bonds, Financial Risk, Risk Management, Equities, Structured Finance, Fixed Income, Credit Risk, Bloomberg, Hedge Funds, Equity Derivatives, FX Options, Financial Markets, Interest Rate..., Options, Swaps, Credit Derivatives
Education
Columbia University in the City of New York 1992 — 1993
Database Design
Queens College 1990 — 1992
Masters of Arts, Economics
City University of New York City College 1984 — 1989
Diploma, Electrical Engineering
City University of New York Graduate Center 1984 — 1989
Bachelor of Arts, Economics & Mathematics
JPMorgan Chase July 2014 - Present
JPMorgan Chase & Co. September 2012 - July 2014
Citi December 2010 - November 2012
Citigroup December 2005 - December 2010
US Army 1983 - 2006
Citi June 2004 - December 2005
Citi October 1999 - June 2004
Bear Stearns March 1994 - October 1999
Fiduciary Trust Company November 1989 - March 1994
Skills
Internal Audit, Auditing, Risk Assessment, Anti Money Laundering, Internal Controls, Risk Management, Quality Assurance, Financial Services, Financial Risk, Quality Control, Investigation, Analytical Skills, Operations Management, Test Planning, Army, Banking, Security Clearance, Management, Testing, Business Process..., Corporate Trust, Capital Markets, Operational Risk..., Securities, Veterans, Due Diligence, Enterprise Risk..., Leadership, Operational Risk, FINRA, KYC, Risk Based Inspection, Depositary Operations
Education
City University of New York-College of Staten Island 1982 — 1986
Associate of Arts and Sciences (A.A.S.), Accounting and Finance
Capella University
Business Administration and Management, General
Riot Games October 2013 - Present
Headhunter Esq., LLC January 2011 - September 2013
Marcum Search LLC June 2012 - June 2013
Prestige Legal Search January 2009 - February 2011
Lucas Group November 2007 - December 2008
Bear Stearns February 2007 - November 2007
Freedman & Taitelman November 2006 - March 2007
Keesal Young & Logan 2001 - 2006
Skills
Intellectual Property, Employment Law, Legal Research, Litigation, Recruiting, Legal Writing, Civil Litigation, Contract Negotiation, Legal Compliance, Interviews, Commercial Litigation, Litigation Support, Due Diligence, Dispute Resolution, Legal Advice, Legal Issues, Talent Acquisition, Securities Regulation, Human Resources, Document Review, Securities, Temporary Placement, Internet Recruiting, Entrepreneurship, Screening Resumes, Executive Search, Permanent Placement, Legal Documents, Onboarding, Contract Recruitment, Sourcing, Screening, Hiring, Career Development, Interview Preparation, Business Networking, Search, Conflict Resolution, Document Drafting, Personnel Management
Education
Loyola Law School, Loyola Marymount University 2000 — 2003
JD
California State University-Northridge 1996 — 1999
BA
Moorpark College 1994 — 1997
Chatsworth High School 1991 — 1994
Germain Street School 1981 — 1988
eBrandvalue January 2013 - Present
Triton Funding Partners June 2009 - May 2010
Citigroup 2006 - May 2009
Bear Stearns 2002 - 2006
Goldman Sachs September 1999 - April 2002
Education
Carnegie Mellon University - Tepper School of Business 1997 — 1999
MSIA, Finance, Financial Engineers
Rochester Institute of Technology, 1994 1989 — 1994
Bachelor of Science (BS), Industrial Engineering
Y Combinator
W15
Securities & Exchange Commission September 2013 - Present
Ally Financial Inc. September 2011 - September 2013
CIT Group November 2010 - September 2011
Moore Capital Management January 2007 - January 2009
Bank of America 2002 - 2006
Columbia University 2002 - 2006
Bear Stearns 1999 - 2000
Smith Barney 1996 - 1998
Merrill Lynch 1987 - 1989
Bell Laboratories 1979 - 1986
Education
Canarsie High School
Academic
City University of New York City College
B. S., Physics
New York University
M.S., Ph.D., Physics
ADP September 2013 - Present
ADP December 2002 - Present
Bear Stearns 1986 - 2001
Electronic Data Systems (EDS) 1983 - 1985
McGraw-Hill 1980 - 1983
Skills
Terminology, WorldServer, MultiTerm Extract, Software Documentation, Linguistics, Technical Writing, RoboHelp, FrameMaker, Technical Communication, Content Development, Editing, Adobe Acrobat, Information Design, Web Content, Online Help, Training, Usability, Captivate, Oxygen XML Editor
Education
New York University 1982 — 1983
Certification in Computer Programming with Language Specialty, Computer Programming
City University of New York-Brooklyn College 1976 — 1982
M.A., English Literature
City University of New York-Brooklyn College 1972 — 1976
B.A., English
Mars 2008 - Present
Verizon Wireless 2000 - 2008
Bear Stearns 1993 - 2000
Skills
Procurement, Outsourcing, Contract Negotiation, Program Management, ERP, Management, Purchasing, Project Management, Sourcing, Global Sourcing, Negotiation, Business Intelligence, Budgets, Telecommunications, Team Building, Strategic Planning, Governance, Strategic Sourcing, FMCG, Supply Chain, eSourcing, Vendor Management, SAP, Process Improvement, Contract Management, Supply Management, Business Process..., Change Management, RFP, Team Leadership, Pricing, Supplier Development, Logistics Management, Business Planning, Inventory Management, Project Planning, Forecasting, Supply Chain..., Cross-functional Team..., Analysis, Manufacturing, Spend Analysis, Strategy, Supply Chain Management, Operations Management, Business Strategy, Continuous Improvement, Logistics, Leadership, Team Management
Education
Centenary College 2006 — 2008
MBA, Business Administration and Management
University of North Carolina at Charlotte 1991 — 1992
Bachelors of Science
County College of Morris 1988 — 1989
Associates in Science
Seyfarth Shaw LLP September 2014 - Present
Seyfarth Shaw LLP August 2013 - September 2014
Seyfarth Shaw LLP December 2011 - August 2013
JPMorgan Chase January 2011 - November 2011
JPMorgan Chase July 2009 - January 2011
JPMorgan Chase June 2008 - August 2008
Bear Stearns June 2007 - August 2007
General Motors Europe (Opel) June 2006 - August 2006
Skills
Financial Modeling, Financial Analysis, Securities, Due Diligence, Legal Research
Education
Chicago-Kent College of Law, Illinois Institute of Technology 2009 — 2013
Doctor of Law (J.D.), Law
University of Michigan 2005 — 2009
Economics, Political Science
Wells Fargo December 2013 - Present
JPMorgan Chase June 1983 - December 2012
Bear Stearns June 1983 - July 2007
BEAR STEARNS 1983 - 2007
Skills
Securities, Fixed Income, Bloomberg, Settlement, Prime Brokerage, Equities, Middle Office, Hedge Funds, Capital Markets, Investment Banking, Bonds, Options, Trading Systems, Swaps, Trading, Equity Derivatives, Credit Derivatives, Structured Products, Derivatives, Back Office, Electronic Trading, Series 7, MBS
Education
City University of New York-Brooklyn College 1978 — 1982
BA, ECONOMICS
THB Advisory LLC March 2011 - Present
First Southwest Company June 2008 - March 2011
THB Advisory LLC March 2008 - June 2008
Citigroup June 2000 - January 2008
First Union Securities June 1999 - June 2000
Bostonia Inc. June 1997 - January 1999
Bear Stearns September 1982 - June 1997
NYS Financial Control Board April 1980 - September 1982
Skills
Project Finance, Municipal Finance, Surface Transport, Economic Development, Hospitality, Municipalities, Public Finance, Finance, Public/private..., Management, Investment Banking, Emerging Markets, Capital Markets, Bonds, Economics, Fixed Income, Financial Structuring, Financial Modeling, Structured Finance, Financial Analysis, Due Diligence, Investments
Education
Cornell University 1973 — 1976
Ph.D, Government and Public Policy
Columbia University - School of International and Public Affairs 1970 — 1972
MIA, International Affairs
Carleton College 1965 — 1969
BA, Government and International Relations
WinWater Home Mortgage, LLC March 2014 - Present
TMS, Inc. May 2013 - March 2014
Green Tree Servicing LLC- formerly GMAC Bank/Ally Bank December 2009 - April 2013
Atlantic Property Management, LLC January 2008 - December 2009
Bear Stearns December 2003 - November 2007
Lehman Brothers Holdings Inc. 2001 - 2003
Skills
Loan Origination, Loans, Mortgage Banking, Mortgage Lending, Credit, Loss Mitigation, Fixed Income, Due Diligence, Underwriting, Banking, Investments, FHA, Securitization, Capital Markets, Refinance
Education
Case Institute of Technology
Bachelor of Science (BS), Biochemistry
Case Western Reserve University School of Law
Juris Doctor (J.D.), Law
Yard Safety Awareness September 2003 - Present
IBM Global Business Services September 2006 - June 2007
Wachovia Securities June 2005 - September 2006
Mudrinich Ventures January 2002 - June 2005
Cambridge Technology Partners January 2000 - November 2001
Bear Stearns August 1993 - December 1999
Chevron Chemical Company October 1988 - July 1991
Shell Oil Company March 1986 - October 1988
Education
Carnegie Mellon Tepper School of Business 1991 — 1993
Master of Business Administration, Business
Pennsylvania State University 1981 — 1985
Bachelor of Science, Chemical Engineering
Flexpoint Ford LLC September 2008 - Present
Bear Stearns November 1993 - June 2008
Education
City University of New York-Brooklyn College 1987 — 1997
BS, Business Management & Finance
Milagro Spa at The Atlantic Club September 2004 - Present
Milagro Spa 2004 - Present
Private Practice 2000 - Present
Arnold Worldwide October 2007 - December 2008
Natural Balance September 2000 - July 2003
Bear Stearns September 1993 - January 1998
Westpac August 1982 - August 1993
Skills
Shiatsu, Reflexology, Sports, Chair Massage, Wellness, Relaxation, Stretching, Prenatal, Spa, Swedish, Trigger Point Therapy, Thai Massage, Health, Medical Massage, Sports Injuries, Pain, Pain Management, Stress, Treatments, Acupressure, Chiropractic, Prenatal Care, Aromatherapy, Therapists, Physical Therapy, Myofascial Release, Lymphatic Drainage, Treatment, Deep Tissue Massage, Therapeutic Massage
Education
Swedish Institute 1998 — 2000
Associate, Occupational Science
City University of New York-Brooklyn College 1980 — 1982
Music/Business
CONFIDENTIAL August 2010 - Present
Deutsche Bank March 2008 - July 2010
WestLB June 2007 - March 2008
Credit Suisse August 2004 - May 2007
Bear Stearns March 2003 - July 2004
Education
City University of New York-Brooklyn College 1998 — 2002
BS, Business Management and Finance
ClearFactr May 2013 - Present
Foundation for Teaching Economics January 2013 - Present
SESCO Enterprises, LLC February 2003 - April 2013
Allegheny Energy Global Markets December 2001 - February 2003
iNTELLISHARE, LLC April 2000 - December 2001
Bear Stearns January 1994 - April 2000
Bank One / First National Bank of Chicago May 1990 - December 1993
Shearson Lehman Hutton Asia August 1989 - April 1990
Nomura Securities International, Inc. 1986 - 1989
Skills
Management, Project Management, SaaS, Software Development, Trading Systems, Proprietary Trading, Equity Derivatives, Energy, Electronic Trading, Start-ups, Entrepreneurship, Web Development, Java, C++, Strategic Planning, Derivatives, Enterprise Architecture, Commodity Markets, Risk Management, Financial Modeling, Currency, Business Strategy, Fixed Income, SOA, Quantitative Finance, Application Architecture, Server Architecture, Amazon Web Services..., Options, Large Scale Systems, Market Data, Cloud Computing, Strategy, Application..., Desktop Application..., Desktop Application..., Parallel Computing, Database Design, Relational Databases, NoSQL, Social Entrepreneurship
Education
Carnegie Mellon University 1982 — 1986
BS
Google June 2009 - November 2014
Conde Nast October 2007 - June 2009
Vonage April 2006 - August 2007
FluencyVoice Technology August 2004 - March 2006
Bear Stearns January 2003 - August 2004
Operand Inc July 2002 - December 2002
Sendmail Inc. January 2000 - December 2001
Microsoft May 1999 - August 1999
Skills
Java, JavaScript, Python, C, Ruby, Tcl-Tk, AngularJS, Google App Engine, GWT, Amazon EC2, JBoss Application Server, WebLogic, Unix, IMAP, SMTP, Android Development, Web Applications, Linux, SQL, Agile Methodologies, Perl, Software Design, Software Development
Education
University of Michigan 1998 — 2000
M.S., Computer Science
Case Western Reserve University 1994 — 1998
B.S, Computer Engineering
Evercore July 2015 - Present
Barclays Investment Bank June 2008 - Present
Bear Stearns July 2007 - May 2008
Bear Stearns June 2006 - August 2006
Deloitte Consulting February 2001 - July 2005
Skills
Investment Banking, Corporate Development, Bloomberg, Valuation, Financial Modeling, Investments, Private Equity, Capital Markets, Venture Capital, Asset Management, Strategy, Corporate Finance, Due Diligence, Financial Analysis, Equities, Mergers, Management Consulting, Mergers & Acquisitions, Business Analysis, Fixed Income, Portfolio Management
Education
Columbia Business School 2005 — 2007
MBA
Carnegie Mellon University 1997 — 2000
BS
Gorilla Science November 2014 - Present
Deutsche Bank March 2013 - November 2014
JP Morgan June 2007 - December 2012
Brevan Howard November 2005 - June 2007
Bloomberg 2002 - 2005
Bear Stearns 2001 - 2002
numerix 1999 - 2001
Nomura 1999 - 2000
BNP Paribas 1995 - 1999
Los Alamos National Laboratory July 1986 - July 1995
Skills
Quantitative Finance, Mathematical Modeling, Applied Mathematics, Numerical Analysis, Quantitative Analytics, Market Risk, Stochastic Processes, Equities, Quantitative Research, Interest Rate..., Credit Derivatives, Equity Derivatives, Monte Carlo Simulation, Econometrics, Quantitative Investing, Fixed Income, Trading Systems, Stochastic Calculus, Electronic Trading, R, Mathematics, Machine Learning, Structured Products, Options, Valuation, Statistics, Financial Modeling, LaTeX, Time Series Analysis, FX Options, Emerging Markets, Derivatives, Hedging, Hedge Funds, Investment Banking, Volatility, SAS, Portfolio Optimization, VBA, Mathematica, Portfolio Management, Matlab, Commodity, Investments, Statistical Modeling, Financial Markets, Bloomberg, Data Mining, VAR, Financial Engineering
Education
Caltech 1975 — 1979
Ph.D., Applied Mathematics
Caltech 1972 — 1975
BS, Applied Mathematics
HSBC October 2013 - Present
HSBC February 2002 - Present
Bear Stearns January 1998 - January 2002
Fountain Technologies January 1995 - January 1997
Skills
Disaster Recovery, Unix, Solaris, High Availability, VMware, Servers, Linux, Solution Architecture, Operating Systems, Management, IT Management
Education
City University of New York 1991 — 1995
Bachelor of Science (BS), Computer Science and Electric Engineering
Kruger November 2009 - Present
CDP Capital 2002 - 2005
Caisse de Depot et Placements du Quebec 2002 - 2005
Bear Stearns 1999 - 2001
BT Alex. Brown 1994 - 1999
Skills
Hedge Funds, Investment Strategies
Education
City University London 1990 — 1994
Université Nancy 2 1992 — 1993
DIM, Management
Bank of America Merrill Lynch May 2009 - Present
UBS April 2006 - May 2009
Prudential Equity Group October 2002 - April 2006
Bear Stearns August 2001 - April 2002
Deloitte & Touche 1998 - 2000
Education
Case Western Reserve University School of Law 1997 — 2001
JD/MBA
Weatherhead School of Management at Case Western Reserve University 1997 — 2001
The University of Texas at Austin 1991 — 1995
MS, Communication, Business
Beachwood High School
UBS 1998 - Present
UBS Wealth Management January 2008 - December 2011
UBS Wealth Management March 2006 - December 2007
UBS Wealth Management March 2002 - February 2006
Bear Stearns January 1998 - July 1998
Wilco Systems, Inc July 1994 - December 1997
Skills
C/C++ STL, Informix 4GL, SQL, Unix Shell Scripting, C, Awk, Vi, Shell Scripting, Databases, Programming, Scripting, Unix, Sybase, Perl, Autosys, Testing, Data Warehousing, Database Design, Quality Assurance, Program Management, Trading Systems, Production Support, Oracle, Data Modeling, Solaris, Java Enterprise Edition, Equities, Fixed Income
Education
City University of New York City College 1988 — 1993
BSc, Computer Science
Asia Development Fund March 2015 - Present
--- January 2015 - Present
Cool Planet Energy Systems May 2011 - January 2015
Standard Chartered Bank September 2008 - March 2011
Bear Stearns March 2008 - August 2008
Banc of America Securities September 2006 - March 2008
Young and Partners 2004 - 2005
UBS 2001 - 2002
J.P. Morgan 1999 - 2001
A.T. Kearney 1997 - 1998
Skills
Investment Banking, Planning, Financial Modeling, Mergers, Renewable Energy, Energy, Business Strategy, Start-ups, Strategy, Private Equity, Emerging Markets, Valuation, Risk Management, Corporate Finance, Financial Analysis, Competitive Analysis, Due Diligence, M&A experience, Analysis, Process Engineering, Project Finance, Corporate Development, Mergers & Acquisitions, Project Planning, Strategic Planning
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA, Corporate Finance
Carnegie Mellon University 1988 — 1992
Ph.D., Chemical Engineering
Massachusetts Institute of Technology 1988 — 1988
Master of Science (MS), Chemical Engineering
Massachusetts Institute of Technology 1985 — 1988
Bachelor of Science (BSc), Chemical Engineering
Matias Capital Partners LP February 2014 - December 2014
Further Lane/Britton Hill Capital June 2011 - February 2014
Fieldstone Private Capital Group, Inc. March 2010 - August 2011
V-Finance Investments/National Securities September 2006 - March 2010
M. S. Howells & Company February 2003 - September 2004
Lonestar Partners [now Lonestar Capital Management] December 1999 - February 2002
Societe Generale 1997 - 1998
Murphy & Durieu 1994 - 1997
Tradition 1992 - 1994
Bear Stearns 1990 - 1992
Skills
Equities, Bonds, Mergers & Acquisitions, Trading, Investment Banking, Hedge Funds, Options, Private Equity, Capital Markets
Education
Wesleyan University 1986 — 1990
BS, Math and French - early graduate
Choate Rosemary Hall
Calculus tutor, study in France
Universite de Pau -- Basque Country, France
Literature, Economics, History
Barclays Capital October 2008 - Present
Lehman Brothers May 2007 - October 2008
Lehman Brothers April 2005 - May 2007
Deutsche Bank June 2001 - April 2005
Transagon 2000 - 2001
Tempest December 1999 - August 2000
Bear Stearns 1997 - 1999
Skills
Electronic Trading, Fixed Income, Trading Systems, Options, Interest Rate..., Derivatives, Equities, C++, Market Data, Swaps, Equity Trading, Trading Strategies, Risk Management, Rates, Equity Derivatives, Financial Markets
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2006 — 2008
Financial Engineering Program
City University of New York 1991 — 1995
BS, Computer Science
Incline Equity Partners October 2011 - Present
PNC Equity Partners July 1998 - September 2011
Bear Stearns July 1996 - July 1998
Education
Carnegie Mellon University 2002 — 2005
MBA
Columbia University in the City of New York 1994 — 1996
BS, Mechanical Engineering
Allegheny College 1991 — 1995
BS, Mathematics
City National Bank May 2011 - Present
Wells Fargo Private Bank September 2008 - May 2011
BNY Mellon December 2004 - October 2008
Citi Group November 1998 - December 2004
Dean Witter Reynolds Inc. November 1996 - December 1998
Merrill Lynch November 1994 - November 1996
Bear Stearns June 1992 - November 1994
Education
City University of New York-Brooklyn College 1988 — 1994
English, Economics
Verizon Wireless June 2007 - Present
ADP November 2002 - May 2007
Bear Stearns July 1998 - May 2002
Skills
Security, Wireless, Leadership, Network Security, Information Security, B2B, Computer Security, Telecommunications, Information Security..., CISSP, Disaster Recovery, Cloud Computing, Vulnerability Assessment
Education
Northwest Insitute of Light Industry 1989 — 1993
BS, Chemcial Engineering
City University of New York City College
Computer Science
The Bank of New York Mellon August 2005 - Present
Bear Stearns January 1995 - April 2004
General Electric Computer Service September 1988 - January 1995
Skills
Equities, SWIFT messaging, HP Quality Center, Microsoft Office, SharePoint, Mutual Fund Trade..., Repurchase Agreements..., Electronics..., Microsoft Office 2007, Status Reporting, Quality Center, Quality Assurance, Business Analysis, Prime Brokerage, Testing, SDLC, Process Improvement, User Acceptance Testing, Troubleshooting, Project Management, Analysis, Vendor Management, Requirements Analysis, Test Management
Education
Centenary College 2008 — 2011
BSBA, Business Administration
DeVry Technical Institute 1985 — 1987
Diploma, Electronics Technology/Technician
Daiwa Securities America Inc. April 2008 - Present
Bear Stearns July 2003 - February 2007
Lehman Brothers June 2002 - July 2003
Deutsche Bank May 2000 - December 2001
Robert Fleming May 1999 - May 2000
Clarion Capital March 1998 - May 1999
Schroder Securities September 1991 - January 1998
Skills
Equities, Mutual Funds, Investments, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Equity Research, Portfolio Management, Bloomberg, Institutional..., Alternative Investments, Equity Derivatives, Securities, Emerging Markets
Education
City University London 1988 — 1991
Bsc (Hons), Economics & Computing
J.P. Morgan June 2009 - Present
Bear Stearns November 2005 - August 2010
GMAC ResCap 2001 - 2005
Education
California State University-Northridge 1996 — 1999
Bachelor of Science (B.S.), Business Administration, Finance
American Mortgage Consultants, Inc. January 2012 - Present
NJ ACFE 2005 - 2012
Capco February 2010 - December 2011
Freddie Mac/Clayton September 2008 - February 2010
Spectrum Financial Consultants July 2008 - August 2008
HCI Mortgage October 2007 - July 2008
Bear Stearns November 2004 - September 2007
GE Capital 1983 - 2000
Education
Camden County College
Self employed January 2013 - Present
Self Employed January 2012 - Present
Ajilon October 2011 - December 2011
Barbara Davis Employment Services May 2008 - June 2008
K. Hovnanian 2004 - 2007
Fownes 2002 - 2003
Rutgers University 2001 - 2002
Bear Stearns 1976 - 1977
Manufacturers Hanover Trust 1974 - 1976
Skills
Microsoft Office, AS400, Process Scheduler, Time Management, IBM iSeries
Education
Middlesex County College 2009 — 2010
Computerized Accounting
City University of New York 1978 — 1980
MS, Computer Science
City College of New York
B.A., Psychology
Wyndham Hotel Group February 2012 - Present
Wyndham Worldwide / RCI 2008 - Present
NETKEEPER Sportfishing 2005 - 2012
Wyndham Worldwide / RCI July 2008 - December 2011
RCI - Wyndham Worldwide 2008 - December 2011
Bear Stearns 1996 - 2008
Dresdner Kleinwort 1994 - 1996
Fusion Systems Group 1990 - 1994
Salomon Smith Barney 1988 - 1990
Education
City University of New York-Brooklyn College 1985 — 1988
BS, Computer Science
National Energy Marketers Association 2008 - Present
Gateway Energy Services Corporation March 2002 - Present
Net2Phone 2000 - 2002
Bear Stearns 1995 - 2000
Sony Electronics 1991 - 1995
The Bank of New York 1990 - 1991
Con Edison 1986 - 1990
Skills
Vendor Management, Process Improvement, Commodity Markets, Energy, Project Management, Business Analysis, E-commerce, Management, Microsoft SQL Server, Risk Management, Natural Gas, Strategic Planning, Change Management, Databases, Electricity Markets, Contract Negotiation, Information Analysis, IT Strategy, IT Management, Business Process...
Education
City University of New York-Brooklyn College 1982 — 1986
UBS May 2010 - Present
PIMCO December 2008 - May 2010
JPMorgan June 2008 - December 2008
Bear Stearns March 2000 - June 2008
Castle Point Systems April 1996 - March 2000
Allied Signal Aerospace December 1993 - April 1996
Education
Carnegie Mellon University 1989 — 1993
Citi August 2005 - Present
TD Waterhouse Investor Services 2000 - 2005
Bear Stearns October 1991 - April 2000
Crossland Savings, FSB August 1989 - September 1991
Skills
Recruiting, Mutual Funds, Financial Services, Human Resources, Derivatives, Talent Acquisition, Hedge Funds, Talent Management, Banking, Securities, AML, Risk Management, Asset Management, Onboarding, Employee Relations, Equities, Applicant Tracking..., Leadership Development, Series 7, Fixed Income, Performance Management, Financial Risk, Capital Markets, Succession Planning, Financial Recruiting, Credit
Education
City University of New York 1985 — 1989
MBA, Industrial and Organizational Psychology
Hofstra University 1980 — 1985
Bachelor of Arts (BA), Psychology
RVW Wealth Advisors January 2010 - Present
bear stearns 1996 - 1999
Skills
High Net Worth...
Education
California State University-Northridge 1987 — 1991
JP Morgan (Bear Stearns) July 2008 - Present
Bear Stearns August 2007 - June 2008
ETRADE November 2004 - August 2007
Bank of America March 2003 - October 2004
Credit Suisse October 1998 - March 2003
JP Morgan October 1992 - October 1998
Education
City University of New York-Brooklyn College
ICAP January 2012 - Present
Credit Suisse June 2009 - December 2011
Bear Stearns July 2005 - June 2008
Education
Carnegie Mellon University 1985 — 1988
JP Morgan June 2008 - Present
Bear Stearns February 1998 - June 2008
Merrill Lynch 1996 - 1998
Medco June 1995 - June 1996
Salomon Brothers 1988 - 1995
Education
City University of New York
Townsquare Media April 2010 - Present
FiveWire Media March 2009 - Present
Bear Stearns March 2006 - June 2008
Brown Brothers Harriman November 2003 - March 2006
JP Morgan July 2000 - June 2002
Education
Carnegie Mellon University 1996 — 2000
BS, Electrical & Computer Engineering
TD June 2013 - Present
JPMorgan August 2008 - June 2013
Bear Stearns January 2007 - August 2008
Skills
Derivatives, Equities, Analytical Skills, Valuation, Java, Market Data, Calypso, Trading Systems, Interest Rate..., Trading
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2016
Masters of Science in Computational Finance, Financial Engineering
Stevens Institute of Technology 2002 — 2006
Ph.D, Electrical and Computer Engineering, 4.0
Greystone July 2009 - July 2010
Greystone April 2007 - May 2010
Hemisphere National Bank March 2005 - March 2007
Bank of New York Mortgage Company May 2000 - March 2005
Republic New York Corporation (Now HSBC) October 1991 - May 2000
Republic National Bank 1991 - 2000
Bear Stearns December 1989 - October 1991
ITT March 1986 - December 1989
Skills
SQL Server, SQL, Databases, Programming, .NET, ASP.NET, VB.NET, C#, SSRS, Visual Basic, JavaScript, ASP, Crystal Reports, Visual Studio, Web Services, VBScript, Microsoft SQL Server, XML, Oracle, Testing, Integration, Management, T-SQL
Education
City University of New York 1982 — 1985
B.S.E.E., Electrical Engineering
City College of New
B.S, Electrical Engineering
Brooklyn College
M.S, Computer Science
Barclays July 2010 - Present
Royal Bank of Scotland February 2009 - July 2010
JP Morgan June 2008 - February 2009
Bear Stearns January 2007 - May 2008
Goldman Sachs January 2006 - December 2006
Education
Columbia University in the City of New York
MA, Statistics
Columbia University in the City of New York
BS, Computer Science
Choate Rosemary Hall
High School
Credit Suisse May 2015 - Present
J.P. Morgan July 2014 - May 2015
JP Morgan July 2009 - July 2014
JP Morgan June 2008 - June 2009
Bear Stearns January 2005 - May 2008
Leading Edge Consulting, Inc. December 1994 - December 2004
Lehman Brothers July 1992 - November 1994
Westpac October 1989 - June 1992
Citibank June 1987 - September 1989
Skills
Investment Banking, Fixed Income, Trading Systems, Risk Management, Derivatives, Business Analysis, Program Management, Start-ups, Operational Risk, Equities, Restructuring, Business Process, Data Warehousing, MS Project, Stakeholder Management, Disaster Recovery, Back Office, Banking, Capital Markets, Commodity, Credit Derivatives, Electronic Trading, Emerging Markets, Equity Derivatives, FX Options, Financial Markets, Financial Risk, Financial Services, Integration, Interest Rate..., Investments, Management, Market Data, Market Risk, Mergers & Acquisitions, Middle Office, Options, Portfolio Management, Prime Brokerage, SDLC, Swaps, Trading, Sybase, Vendor Management, Analytics, Bloomberg, Calypso, Leadership, Securities, Software Project...
Education
Carnegie Mellon University 1983 — 1987
B.S., Double Major: Applied Mathematics and Industrial Management
21Vianet Group, Inc. March 2014 - Present
Canaccord Genuity Inc. August 2009 - March 2014
Principled Capital Management June 2008 - December 2009
Bear Stearns June 2007 - August 2007
W.R. Huff Asset Management March 2007 - June 2007
McCormick Taylor Inc. June 2000 - July 2006
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
MBA, Finance, Accounting & Business Law
Case Western Reserve University 1998 — 2000
M.S., Computational Mechanics In Civil Engineering
Tsinghua University 1992 — 1997
B.S.
Bank of America June 2012 - August 2013
D. E. Shaw & Co. July 2008 - June 2012
JPMorgan June 2008 - July 2008
Bear Stearns December 1996 - May 2008
Centre Financial Products February 1996 - November 1996
Education
Columbia University in the City of New York 1994 — 1995
MS, Computer Science
Carnegie Mellon University 1986 — 1994
BS, Math/CS
Permal Asset Management, LLC / Fauchier Partners September 2008 - Present
Bear Stearns November 2005 - July 2008
BNP Paribas August 2003 - November 2005
Commerzbank Capital Markets April 2002 - August 2003
Skills
Hedge Funds, Alternative Investments, Equities, Trading Systems, Bloomberg, Asset Managment, Portfolio Management, Investments, Fixed Income, Derivatives, Investment Banking, Relative Value, Risk Management, Interest Rate..., Financial Markets, Asset Management, Trading, Series 7, Fund Of Funds
Education
Carnegie Mellon University 1982 — 1987
BS, Computer Engineering & Applied Math
Citi April 2014 - Present
Cantor Fitzgerald March 2012 - December 2013
Treliant Risk Advisors 2011 - March 2012
Crowe Horwath LLP October 2008 - 2011
Bear Stearns April 1996 - August 2008
Banque IndosueZ 1992 - 1996
UBS Investment Bank 1988 - 1992
Deloitte 1984 - 1988
KPMG Peat Marwick 1982 - 1984
KPMG Peat Marwick 1979 - 1982
Skills
Enterprise Risk..., Financial Risk, AML, Risk Management, Hedge Funds, Internal Audit, Operational Risk..., Financial Services, Corporate Governance, Alternative Investments, Due Diligence, Fixed Income, Derivatives, Investment Banking, Capital Markets, Asset Management, Securities, Asset Managment, Financial Markets, Auditing, Operational Risk, Investments, Credit, Equities, Private Equity, Sarbanes-Oxley, Internal Controls, Anti Money Laundering, Finance, Financial Analysis, Financial Modeling, Corporate Finance, Banking, Valuation, Sarbanes-Oxley Act
Education
California State University-Northridge 1975 — 1978
Bachelor of Science, Accounting Information Systems
JPMorgan Chase June 2008 - Present
Bear Stearns December 1990 - June 2008
ADP February 1980 - December 1990
Skills
Disaster Recovery, Project Management, Trading Systems, Fixed Income, Vendor Management, Securities, Equities, Prime Brokerage, Investment Banking, Private Equity, Payments
Education
City University of New York
JP Morgan Securities March 2008 - Present
Bear Stearns July 2004 - March 2008
Education
City University of New York-Brooklyn College
Barclays Capital July 2009 - Present
Bear Stearns August 2006 - January 2009
Skills
Financial Reporting, Hedge Funds, Financial Analysis, Financial Accounting, Account Reconciliation, Internal Controls, Consolidated Reporting, Consolidated Financial..., Consolidation, Reporting & Analysis, Balance Sheet Review, Accounting Applications, Business Analysis, Analytics, Reconciliation, Bank Reconciliation, G/L Reconciliations, Internal Audit, Project Coordination, Reporting Systems, Process Flow..., Software Documentation, Regulatory Filings, Accounting, Auditing, US GAAP, IFRS, GAAP
Education
City University of New York-Brooklyn College 2001 — 2004
Bachelor of Science (BS), Finance
Barclays June 2012 - Present
JPMorgan Chase March 2011 - May 2012
IV Capital November 2010 - March 2011
Magnetar Capital July 2008 - September 2010
Bear Stearns October 2004 - June 2008
Managed Quantitative Advisors October 2002 - October 2004
Alertwire December 2000 - October 2001
Skills
Equities, Trading Systems, Derivatives, Electronic Trading, Capital Markets, Market Data, Equity Trading, Market Making
Education
Columbia University in the City of New York 2006 — 2008
MS, Mathematical Finance
City University of New York 1996 — 2003
Ph.D., Business
University of Science and Technology of China 1990 — 1995
BS, decision science
Federal Reserve Bank of New York June 2015 - Present
Purdue Pharma October 2009 - June 2015
UBS August 2008 - August 2009
Bear Stearns 2003 - 2008
Goldman Sachs May 2002 - August 2003
Deutsche Bank April 2000 - April 2002
Skills
Vendor Management, Strategic Sourcing, Outsourcing, Procurement, Offshoring, Sourcing, Supply Management, Contract Negotiation, Process Improvement, Risk Management, Contract Management, E-procurement, Negotiation, Program Management, Cross-functional Team..., Business Strategy, Forecasting, Global Sourcing, IT Sourcing, Management, Strategy
Education
California Western School of Law 1993 — 1996
JD
Emerson College 1985 — 1989
BS, Mass Communications
Nomura Securities 2010 - Present
Royal Bank of Scotland June 2008 - March 2011
Lehman Brothers July 2000 - May 2008
Bear Stearns February 1998 - June 2000
Merrill Lynch August 1997 - January 1998
Goldman Sachs February 1997 - August 1997
Dime Bank June 1996 - February 1997
Skills
Trading Systems, Equities, Fixed Income, Electronic Trading, FX Options, Equity Derivatives, Investment Banking, Derivatives, Exchange Connectivity, Market Data, Low Latency, Prime Brokerage, Middle Office, Capital Markets, Back Office, Sybase, Interest Rate..., Credit Derivatives, Financial Services, Swaps, Reference Data, Equity Trading, Options, Market Risk, Trading, Bloomberg, Financial Markets, Hedge Funds, Structured Products, Settlement, Technical Analysis, Commodity, Foreign Exchange, Securities, Financial Risk, Autosys, Emerging Markets, TIBCO Rendezvous, Alternative Investments, Asset Management, VBA, Fidessa, Financial Structuring, Portfolio Management, Order Management, Risk Management, Valuation
Education
Charles Sturt University 2008 — 2010
M.S., Information Technology
Geomatrix Consultants 2005 - 2006
Greb LLC 2001 - 2006
Personnel Express for Credit Suisse First Boston 2000 - 2001
Bear Stearns 1995 - 1999
Education
California State University-Northridge
BA, English
California State University-Northridge
MA, English
ADP July 2013 - Present
KPMG June 2008 - June 2013
Bear Stearns September 2007 - June 2008
Citigroup October 2005 - September 2007
Citigroup June 2004 - October 2005
Skills
Enterprise Architecture, IT Risk Management, IAM, Resource Management, Identity Management, Information Security, Security, Information Security..., SDLC, ITIL, IT Strategy, Application Security, Risk Management, Disaster Recovery, IT Management, Solution Architecture, CISSP, .NET, J2EE Application..., ETL Tools, C#, VB.NET, Java, Algorithms, Malware Analysis, Scrum, Agile Methodologies, UML, Threat & Vulnerability..., Enterprise Software, Vulnerability Assessment, Architecture, Penetration Testing, Business Continuity, IT Audit, Governance, Information Technology, ISO 27001, CISA, PCI DSS, IT Service Management, PMO, COBIT, IT Operations, PMP, Business Process, Enterprise Risk..., Project Portfolio...
Education
Carnegie Mellon University
BS, Information Systems
PSEG October 2013 - Present
Barclays July 2012 - Present
Pfizer October 2011 - Present
UBS Investment Bank April 2011 - September 2011
Almod Diamonds January 2009 - November 2010
Bear Stearns July 2006 - October 2008
Merrill Lynch October 2004 - July 2006
Verizon May 2004 - October 2004
AT&T January 2003 - February 2004
Verizon 2004 - 2004
Skills
Vendor Management, CRM, Management, Process Improvement, Networking, Analysis, Business Analysis, Change Management, Disaster Recovery, Program Management, Sarbanes-Oxley, Business Process, VoIP
Education
Saint John's University 1995 — 1997
MBA, Finance
City University of New York City College 1983 — 1984
Master, Computer Sciences
National Chung Hsing University
BS
Barclays Capital September 2009 - Present
Bear Stearns June 1995 - April 2009
Bear Stearns 1995 - April 2009
CS First Boston 1986 - 1995
Merrill Lynch 1982 - 1986
Skills
XML, JavaScript, C++, SOAP, Servlets, CSS, ClearCase, Stored Procedures, Ksh, JSP, C, Autosys, SDLC, Perl, Project Management
Education
City University of New York-Brooklyn College 1979 — 1985
MS, Computer science
RGP June 2015 - Present
Toronto Dominion Bank - TDS US Securities July 2011 - March 2015
J.P. Morgan 2008 - July 2011
Bear Stearns 2005 - 2008
Deutsche Bank 1999 - 2004
Banker Trust September 1998 - June 1999
Citibank, N.A. 1985 - 1996
Skills
PMO, Fixed Income, SDLC Governance, Program Governance, Business Analysis, Budgeting, Business Continuity..., Process Improvement, Clarity, PMO Portfolio Reporting, CMMI, Data Analysis, Event Planning, Forecasting, Governance, Microsoft Office, Microsoft Excel, Microsoft Word, PMP, Capital Markets, private wealth sector, Project Management, Series 99, Operations Management, PowerPoint, Project Planning, HP Quality Center, Customer Service, Training, User Acceptance Testing, Vendor Management, Volunteer Management, Trading Systems, Risk Management, Equities, Derivatives, Real Estate, Investment Banking, Process Control
Education
Cedar Crest College
Bachelor's Degree, Environmental Science
FINRA
Series 99 Certified
Project Management Institute
PMP Certified
The George Washington University
Commerzbank AG April 2012 - Present
Bank of America Merrill Lynch August 2010 - March 2012
Bear Stearns October 1997 - January 2009
Skills
BMC Remedy, Software Documentation, Market Data, Hardware, Operating Systems, Troubleshooting, Microsoft Excel, Citrix, Content Management, Technical Support, Help Desk Support, Blackberry, Information Technology, Microsoft Certified..., Risk Management, Infrastructure, Interest Rate..., Fidessa
Education
City University of New York City College 1991 — 1996
Master's Degree, Computer Science
RBC June 2013 - Present
Barclays May 2007 - May 2013
Lehman Brothers October 2006 - May 2007
Bear Stearns October 2004 - September 2006
Commerzbank Securities September 1998 - April 2004
Skills
Market Data, Trading Systems, Equities, Electronic Trading, Fixed Income, Trading, Derivatives, Quantitative Analytics, Portfolio Management, Investment Banking, Equity Derivatives, Credit Derivatives, Capital Markets, Equity Trading
Education
City University of New York 1995 — 2000
Bachelor of Science (BS), Computer Science
SunGard Financial Systems October 2009 - Present
CoMo Services May 2005 - October 2009
Bear Stearns November 1995 - May 2005
Skills
Data Center, Vendor Management, Disaster Recovery, Trading Systems, IT Management, ITIL, IT Strategy, Business Continuity, Service Delivery, Enterprise Architecture, IT Service Management, Professional Services, VMware, Integration, Process Improvement, Team Leadership, Business Analysis, Cloud Computing, SDLC, IT Operations, Software Project..., Requirements Analysis, Outsourcing, PMO, Enterprise Software, SaaS
Education
Richard J. Daley College
St. Laurence HS
JP Morgan June 2008 - Present
Bear Stearns September 2007 - June 2008
Countrywide 2003 - 2007
State Street Research 2001 - 2003
AlphaMetrics Capital Management 1999 - 2000
Skills
Quantitative Finance
Education
Carnegie Mellon University
Ph.D.
University of Science and Technology of China
BS
Propel Financial Services September 2014 - Present
JP Morgan May 2008 - Present
Bear Stearns February 2008 - May 2008
The Money Store August 2007 - February 2008
Citibank December 2006 - August 2007
Choice Management Inc. April 1995 - December 2006
Emigrant July 1995 - March 1996
GreenPoint Bank February 1989 - July 1995
Dept of Real Property August 1987 - February 1989
Vardakis Appraisals June 1985 - February 1987
Skills
Disposition, Loan Origination, Short Sales, Investors, Real Estate, REO, Mortgage Lending, Sales Management, Loss Mitigation, BPO, Real Estate Development, Credit, Investments, Portfolio Management, Real Estate Transactions, Banking, Foreclosures, First Time Home Buyers, Joint Ventures, Real Estate Economics, Loans, Investment Properties, Fixed Annuities, Mortgage Banking, FHA, Credit Analysis, Asset Managment, Commercial Mortgages, Real Estate Financing, Underwriting, Refinance, CMBS, Residential Mortgages, Property Management, Loan Servicing, Mortgage Servicing, Finance, Residential Homes, Commercial Real Estate, Financial Analysis, Property, Brokerage, Default, Due Diligence, Financial Structuring, Valuation, Asset Management, Asset, Loan Modifications, Funding
Education
Fairfield University 1990 — 1992
Banking Certificate, National School of Banking
LIU Brooklyn 1982 — 1986
BS, Finance
City University of New York City College 1974 — 1977
AAS, Radiologic Technology
Greylock Capital Management May 2008 - Present
Bear Stearns 1997 - 2008
Skills
Hedge Funds, Emerging Markets, Capital Markets, Alternative Investments, Portfolio Management, Investment Banking, Asset Management, Private Equity, Fixed Income, Equities, Valuation, Financial Analysis, Investments, Structured Finance, Bonds, High Yield, Investor Relations
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, International Business
Williams College 1983 — 1987
BA, Economics
Choate Rosemary Hall 1980 — 1983
JP Mortgage Chase December 2008 - Present
Merrill Lynch November 2007 - July 2008
Bear Stearns March 2007 - November 2007
Fremont Investment and Loan August 2003 - March 2007
Arrow Electronics July 1999 - August 2003
Education
California State University-San Bernardino - College of Business and Public Administration 1992 — 1995
BA, International Marketing and Japanese
Mudrinich Ventures May 2003 - Present
IBM Global Services September 2006 - June 2007
Wachovia Securities, LLC June 2005 - April 2006
Foresight Science & Technology December 2004 - September 2005
Morgan Stanley March 2002 - March 2003
Citi Group January 2001 - November 2001
Cambridge Technology Partners April 2000 - November 2000
Prudential Securities June 1998 - April 2000
Salomon Smith Barney February 1998 - June 1998
Bear Stearns August 1993 - December 1997
Education
Carnegie Mellon University - Tepper School of Business 1991 — 1993
MBA, Marketing and Finance
Penn State University 1981 — 1985
Bachelor of Science, Chemical Engineering
Women's Care Group 2009 - Present
Bear Stearns September 1993 - June 2008
Education
Chicago State University
BS, Business Management
The GreensLedge Group June 2014 - Present
Belstar Group 2009 - 2014
HSBC 2004 - 2008
Bear Stearns 1993 - 2004
Education
Carnegie Mellon University 1983 — 1985
Master of Science (M.S.), Industrial Administration
Carnegie Mellon University 1977 — 1981
Bachelor of Science (B.S.), Metallurgy/Materials Science and Economics
Coldwell Banker Residential Brokerage October 2013 - Present
Independent Contractor 2008 - Present
Bear Stearns 1997 - 2008
Skills
Graphics, Project Management, User Interface Design, Interaction Design, Marketing, Marketing Strategy, Digital Marketing, Product Marketing, Real Estate, Selling, Residential Homes, Real Estate Transactions, Business Development, Investments, Strategic Planning, Social Media Marketing
Education
City University of New York-Brooklyn College 1990 — 1994
BA, Art Studio
Fashion Institute of Technology 1991 — 1993
Continuing Education, Computer Graphic Design & Animation
JP Morgan Executive Vice PresidentMax Recovery2001 - Present
Bear Stearns 1994 - 2008
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Carnegie Mellon University 1977 — 1981
BS, Business Administration / Economics
J.P. Morgan Vice PresidentBarclays Capital2008 - 2011
Bear Stearns August 2003 - May 2008
Education
Carnegie Mellon University - Tepper School of Business 2002 — 2003
MS, Computational Finance
University of Illinois at Urbana-Champaign 2000 — 2002
MS, Mathematics
PricewaterhouseCoopers October 2014 - Present
Eton Park Capital Managment February 2011 - September 2013
Nomura March 2010 - February 2011
bank of america 2003 - 2009
Lehman Brothers 2000 - 2003
Bear Stearns 1995 - 2000
Education
Case Western Reserve University School of Law 1984 — 1987
jd, law
Carnegie Mellon University 1980 — 1984
Economics/Business
New York University School of Law
LLM
Hudson Advisors, LLC May 2009 - Present
JPMorgan June 2008 - May 2009
Bear Stearns January 2008 - June 2008
Education
Carnegie Mellon University 2003 — 2007
B.S., Information Systems
Emma Willard School 2000 — 2003
College Preparatory
Jointech Software (Shenzhen) Co., Ltd. November 2012 - March 2013
UBS Wealth Management November 2012 - March 2013
UBS Wealth Management 2006 - 2011
Bear Stearns 1996 - 2006
GRUNTAL, INC. 1996 - 1996
Seer Technologies, Inc 1988 - 1996
Kidder Peabody 1992 - 1994
Credit Suisse First Boston 1985 - 1988
Merrill Lynch 1981 - 1985
Skills
PL/1, Perl, Autosys, SQL, Java, Sybase, Shell Scripting, Windows, Stratus, Rumba, PVCS, COBOL, Solaris, TCP/IP, Putty, Unix, JSP, Tomcat, C, SDLC, ClearCase, Web Services, JCL, Fidessa, C++, Ant, XML, XSD, PHP, HTML, Linux, CSS, Project Management, Business Analysis, Information Technology, Trading Systems, Programming, Integration, Operating Systems, Databases, Agile Methodologies, Web Development, Java Enterprise Edition, Mainframe, Market Data, Software Development, Unix Shell Scripting, Agile Project Management, Eclipse
Education
New York University School of Continuing and Professional Studies 2011 — 2012
Project Management, Java, Web tools
New York University School of Continuing and Professional Studies 2006 — 2007
Java
City University of New York-Brooklyn College 1978 — 1981
Computer Science
Kingsborough Community College 1973 — 1978
AS, Computer Science
City University of New York-Hunter College
Computer Science
BNY Mellon January 2012 - Present
Pershing October 2010 - December 2011
JPMorgan Chase June 2008 - March 2009
Bear Stearns November 1996 - May 2008
Education
City University of New York-Brooklyn College 1988 — 1993
B.S., Management and Finance
J.P. Morgan November 2011 - Present
Goldman Sachs August 2010 - November 2011
IBM February 2009 - August 2010
Bear Stearns 2007 - 2009
Bank of America 2006 - 2007
MicroStrategy 2000 - 2001
Education
Carnegie Mellon University - Tepper School of Business 2004 — 2005
Master, Computational Finance
Peking University 1992 — 1997
Bachelor, Psychology
Young Household October 2012 - Present
World Financial Group/Transamerica Financial Advisors June 2010 - October 2012
Tupperware 2010 - 2010
Morgan Stanley January 2008 - July 2009
Lee Hecht Harrison 2009 - 2009
Smith Barney 1999 - 2008
CIBC Oppenheimer April 1994 - June 1999
Bear Stearns April 1994 - April 1995
Skills
Wealth Management, Alternative Investments, Fixed Income, Asset Managment, Banking, Capital Markets
Education
California State University-Northridge
Santa Monica College
Federal Deposit Insurance Corporation October 2009 - Present
Federal Reserve Bank of New York January 2005 - October 2009
Alliance Capital Management Corporation June 1998 - January 2005
Barclays Bank PLC April 1992 - June 1998
Bear Stearns September 1990 - April 1992
Skills
Fixed Income, Derivatives, Credit Risk, Financial Risk, Investment Banking, Investments, Banking, Portfolio Management, Finance, Credit, Securities, Financial Modeling, Financial Analysis, Bonds
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA, Finance, Accounting
City University of New York-Brooklyn College 1986 — 1990
Bachelors of Science, Business, Mgmt & Finance
UBS Investment Bank 2013 - 2015
Diamondback Capital 2010 - 2013
J.P. Morgan 2008 - 2010
Bear Stearns 2006 - 2008
Skills
Equities, Prime Brokerage, Fixed Income, Alternative Investments, Hedge Funds, Securities, Middle Office, Options, Capital Markets, Bloomberg
Education
City University of New York City College 2012 — 2015
M.A., International Relations
Fairfield University 2002 — 2006
B.S., Finance, French
Regis High School
Anne Koplik Designs, Inc. January 1991 - Present
Bear Stearns October 1986 - August 1989
Skills
Apparel, Trade Shows
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1990
MBA, Finance
Carnegie Mellon University 1982 — 1986
BS, Information Systems, Industrial Management
The Collegiate Chorale June 2008 - Present
Bank of America November 2014 - April 2015
TIAA-CREF February 2012 - August 2014
Barclays Capital 2009 - 2011
Bear Stearns / taken over by J.P. Morgan 2008 - 2009
Bear Stearns 2003 - 2008
Skills
Music, Performing Arts, Arts Administration, Theatre, Event Planning, Singing, Musical Theatre, Music Education, Public Speaking, Voice Over, Acting, Stage, Entertainment, Improvisation, Equity Research
Education
The Juilliard School 2007 — 2011
Evening Division Courses, Vocal Performance, Ear Training, Music Theory, Sight Singing
Carnegie Mellon University 1993 — 1995
Master of Arts (M.A.), Arts, Entertainment, and Media Management
Point Park College 1987 — 1989
Bachelor of Fine Arts (BFA), Musical Theater & Directing
The Ohio State University 1984 — 1987
Musical Theater Performance
ADP July 2011 - Present
Goldman Sachs October 2009 - June 2011
XL Capital September 2005 - September 2009
Bear Stearns 1990 - 2001
Skills
Telecommunications, System Administration, WAN, Vendor Management, Cisco Technologies, Project Management, Software Documentation, Windows Server, ITIL, Integration, Linux, Solaris, System Deployment, Data Center, Security, Databases, IT Strategy, Infrastructure, Unix, Disaster Recovery, Hardware, Testing, Networking, TCP/IP, VoIP, SDLC, Wireless, IT Management, Management
Education
City University of New York City College 1984 — 1988
Electrical Engineering
DeVry University
Electronics Engineering
Westchester College
Computer Science and Management Applications
Broadridge Financial Solutions, Inc. 2003 - Present
Jefferies & Company 2001 - 2003
Bear Stearns 1996 - 2001
Alex. Brown & Sons 1994 - 1996
Skills
Strategy, Mergers & Acquisitions, Corporate Development, Securities, Investment Banking, Equities, Business Strategy, Capital Markets, Financial Services, Mergers, Valuation, Financial Modeling, Private Equity, Corporate Finance, Due Diligence, Venture Capital, Investments
Education
Cornell University - Johnson Graduate School of Management 1990 — 1992
MBA, Finance
Canisius College 1986 — 1990
BA, History
Canisius High School
Fordham Law School August 2010 - Present
ASI System Integration November 2001 - Present
Purdue Pharma April 2010 - August 2010
UBS 2007 - 2010
Bear Stearns 2002 - 2005
Skills
A+ Certified, N+, Active Directory, Help Desk Support, Windows Server, Windows 7, Printers, Computer Hardware, Windows, Troubleshooting, XP, HDI Desktop Support..., Technical Support, Software Installation, Servers, Dell Computers, Laptops, Software Documentation, Norton Ghost, Hardware, HP, Blackberry, IT Service Management, Hardware Support, Citrix, Microsoft Exchange, VMware, DHCP, BMC Remedy, Wireless Networking, Remote Desktop, Microsoft Certified..., System Deployment, Routers, LAN-WAN, Windows Vista, DNS, VPN, Windows XP Pro, Desktop Computers, CompTIA A+ Certification, Operating Systems, Networking, Computer Repair, Network+, Windows XP, RSA Ace Server, iPhone Support, Computer Hardware..., Switches
Education
City University of New York 1999 — 2002
Per Scholas 2001 — 2001
Angeles Custodios
Tourism and Hospitality Certificate
Sagrado Corazon de Jesus
Standard Bank October 2010 - Present
Millennium Partners, LLC October 2009 - October 2010
Millenium Partners, LLC August 2008 - June 2009
Bear Stearns May 2006 - July 2008
Bear Stearns March 2004 - May 2006
Bear Stearns June 2001 - March 2004
Joseph Stevens May 2000 - May 2001
Skills
Bloomberg, Hedge Funds, Derivatives, Fixed Income, Equities, Trading, Electronic Trading, Trading Systems, Capital Markets, Middle Office, Equity Research, Financial Markets, Valuation, Securities, Financial Analysis, Back Office, Equity Derivatives, Prime Brokerage, Currency, FX trading, Technical Analysis, Financial Services, Foreign Exchange, Equity Trading, Interest Rate..., Equity Valuation, Banking, Bonds, Settlement, SWIFT payments, Confirmation, Money Market, Interest Rate Swaps, Cash, FX Hedging, Microsoft Excel, Funding, Finance, Asset Management, Hedging, Credit Derivatives, Swaps, FX Options, Options
Education
CFA Institute 2009 — 2014
Level 3 Candidate, Passed Level 3 June 2014
Monmouth University 2006 — 2008
MBA, Finance, International Business
Canisius College 1996 — 2000
BS, Finance, Management
Geomatrix 2005 - 2006
AMEC Geomatrix 2005 - 2006
Bear Stearns 1996 - 1999
Blue Cross Blue Shield of OR 1992 - 1995
Blue Cross of California 1980 - 1991
Skills
Photography, Digital Photography, Photoshop, Nik, Nature Photography, Microsoft Word, PowerPoint, Adobe Acrobat, Adobe Creative Suite, Image Editing, Newsletters, OS X, Editing
Education
California State University-Northridge 1978 — 1993
MA, English
BlackRock April 2010 - Present
The Carlyle Group January 2008 - July 2010
Bear Stearns June 2006 - December 2008
Lehman Brothers April 2000 - January 2005
Banc of America Securities June 1985 - April 2000
Education
Claremont Graduate University - Peter F. Drucker and Masatoshi Ito Graduate School of Management 1990 — 1992
MBA, Business Finance
California State University-Sacramento 1981 — 1985
BS, Finance and Economics
ABC News August 2008 - Present
Bear Stearns June 1997 - June 2008
Education
City University of New York 1990 — 1994
BS, computer science
Merrill Lynch August 2006 - Present
First Allied Securities July 2005 - August 2006
LPL November 2004 - July 2005
Bear Stearns February 2001 - October 2004
Skills
Series 7, FINRA, Securities, Asset Management, Investments, Series 9, Series 3, Series 10, Series 24, Series 66, Series 63
Education
California State University-Northridge
Bachelors, Business Administration - Management
Citigroup February 1999 - Present
Citi 1986 - Present
Bear Stearns April 1996 - January 1999
Salomon Brothers July 1986 - April 1996
Education
City University of New York
Computer Science
Canon USA April 2011 - Present
ASI System Integration June 2007 - Present
UBS Wealth Management 2006 - 2011
Bear Stearns 2002 - 2005
Skills
Technical Support, Active Directory, Microsoft Certified..., CompTIA, A+, Laptops, Windows XP, Windows 7, Printers, Help Desk Support, Hardware, Servers, Blackberry, XP, Computer Hardware, CompTIA A+, IT Management, Norton Ghost, Windows Server, DHCP, Disaster Recovery, Vendor Management, Troubleshooting, BMC Remedy, Networking
Education
City University of New York 2007 — 2009
Bachelors, BTECH
Gov Model Co-Ed school, Ludlo Castle 1993 — 1995
High School
Amherst Pierpont Securities May 2013 - Present
BBVA November 2010 - May 2013
Cohen & Company April 2008 - November 2010
Bear Stearns May 1992 - December 2007
Education
Carnegie Mellon University - Tepper School of Business 1990 — 1992
MBA, Finance
Villanova University 1979 — 1983
Bachelor of Science (BS), Mathematics
Wells Fargo July 2012 - September 2013
JPMorgan Chase December 2011 - June 2012
Bank of America 2010 - 2011
Wells Fargo 2008 - 2009
Bear Stearns 2005 - 2008
Skills
Mortgage Lending, Mortgage Underwriting, Credit, Loans, Underwriting, FHA, Mortgage Banking, Refinance, Residential Mortgages, Loss Mitigation, Loan Origination, Banking, Credit Analysis, Consumer Lending, Mortgage Servicing, VA loans, Non-Conforming, Construction Loans, FHA financing, Customer Service, Commercial Lending, Real Estate Financing
Education
University of Phoenix 2001 — 2003
MBA, Business- Technology Management
California University of Pennsylvania 1987 — 1994
BA, Liberal Arts
Hertz September 2015 - Present
Us Army Reserves May 1992 - Present
Lee County School District September 2010 - September 2015
Lee County Clerk of Courts 2007 - 2009
CIBER, Inc. 1999 - 2000
Bear Stearns 1997 - 1999
Threshold Consulting Services 1997 - 1998
Skills
Management, Business Intelligence, Project Management, Process Improvement, Business Analysis, Microsoft Office, Program Management, Customer Service, PeopleSoft, Leadership
Education
Central Michigan University 1999 — 2006
MSA, Information Resource Management
Rutgers, The State University of New Jersey-Newark 1988 — 1992
BS, Management
HS
Barclays Capital March 2007 - Present
Bear Stearns 2005 - 2007
Goldman Sachs 2000 - 2005
DLJ 1994 - 2000
Skills
Equities, Trading Systems, Electronic Trading, Fixed Income, Market Data, Derivatives, Low Latency, Equity Trading, Options, Exchange Connectivity, Prime Brokerage, Equity Derivatives, Capital Markets, Risk Management, Investment Banking
Education
City University of New York
Master's Degree, Mathematics and Computer Science
Financial Information Network Financial Services AssociatePrudential FinancialDecember 2008 - June 2010
Bear Stearns December 1999 - November 2007
Bear Stearns October 1991 - November 1999
Education
California State University-Northridge 1987 — 1991
BA, Economics
Family Office & Private Management July 2013 - Present
Family Office & Private Management March 2009 - Present
Lehman Brothers January 2007 - January 2009
Bear Stearns February 2004 - December 2006
Outcome Capital 2000 - 2003
Education
Cornell University
NYU Stern School of Business
Bachelor of Business Administration (B.B.A.)
Choate Rosemary Hall
AIG October 2014 - December 2014
New York Life Insurance Company April 2010 - June 2014
BEAR STEARNS June 1989 - August 2008
Skills
Vendor Management, Asset Managment, Financial Services, Strategic Sourcing, Risk Management, Business Analysis, Contract Negotiation, Process Improvement, Outsourcing, Sourcing, Change Management, Asset Management, Financial Analysis, SDLC, Customer Service, Negotiation, Disaster Recovery, Leadership, Program Management, Cross-functional Team..., Operations Management, Contract Management, Strategic Planning, Management, Analysis, Project Planning, Procurement, Strategy, Training, Forecasting, Budgets, Business Development, Project Management, Business Process..., Team Leadership, Mergers & Acquisitions, CRM, Purchasing, Executive Management, Business Planning, Business Strategy, Management Consulting, Pricing, Finance, Team Building, Account Management, SAP, RFP, Project Portfolio..., Six Sigma
Education
Brooklyn College
Touro College
Bachelor of Science (BS)
JPMorgan Chase May 2008 - Present
Bear Stearns February 1994 - May 2008
NY Life July 1987 - November 1993
Skills
Business Analysis, Securities Settlements, Project Management, Process Modeling, Microsoft Office, Provision
Education
Brooklyn College 1982 — 1987
Bachelor of Science (BS), Computer Science
Pivotal Corporation October 2012 - Present
BlackRock May 2010 - October 2012
Bear Stearns June 2005 - March 2008
Education
Wharton School, University of Pennsylvania 2008 — 2010
Master of Business Administration (MBA)
California Institute of Technology 2004 — 2005
Master of Science (MS), Chemical Engineering
California Institute of Technology 2000 — 2004
Bachelor of Science (BS), Chemical Engineering
KLS Diversified Asset Management LP August 2008 - Present
Bear Stearns 2005 - 2008
BNP Paribas 1997 - 2003
Education
Carnegie Mellon University 2003 — 2004
Master of Computational Finance, Financial Engineering
IIM Ahmedabad 1995 — 1997
PGDBM
Motilal Nehru National Institute Of Technology 1991 — 1995
Bachelor of Engineering (B.E.)
Gleacher & Company February 2013 - April 2013
Jefferies & Company March 2007 - February 2013
Bear Stearns September 1999 - March 2007
National Discount Brokers June 1995 - September 1999
Skills
Bloomberg, Omgeo Oasys, Fixed Income, Middle Office, Securities, Mutual Funds, Accounts Payable, Account Reconciliation
Education
Brooklyn College
Barclays June 2014 - Present
Barclays March 2010 - June 2014
J.P. Morgan October 2006 - June 2009
Bear Stearns October 2006 - June 2009
Forest Laboratories September 2003 - October 2006
Education
City University of New York City College 1989 — 1991
Liberal Arts and Sciences/Liberal Studies