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
Bear Stearns List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bear Stearns. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bear Stearns Salaries. You can even request information on how much does Bear Stearns pay if you want to. Learn about salaries, pros and cons of working for Bear Stearns directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
5,021 Bear Stearns employees in database. Find out everything there's to know about Bear Stearns employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bear Stearns Employees
Employee
Years
Job
Industry
Rose Dominguez Rose Dominguez's Bear Stearns Experience January 2005 - June 2008
Job Paralegal at University of Miami, School of Law
Industry Legal Services
Experience
University of Miami, School of Law March 2011 - Present
Bank of Tokyo-Mitsubishi UFJ June 2009 - October 2010
JPMorgan Chase & Co. (merger Bear Stearns) June 2008 - March 2009
Bear Stearns January 2005 - June 2008
Skills
Legal Research, Westlaw, Litigation Support, Corporate Law, Microsoft Excel, Litigation, Research, Securities, Legal Assistance, Pleadings, Courts, Immigration Law, Lexis, Document Review, Editing, Training, Florida Notary, LexisNexis
Education
University of Miami 2012 — 2015
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies
New York University 2007 — 2008
Certificate, Paralegal Studies
City University of New York-John Jay College of Criminal Justice 1999 — 2003
BA, Criminal Justice
University of Miami, School of Law March 2011 - Present
Bank of Tokyo-Mitsubishi UFJ June 2009 - October 2010
JPMorgan Chase & Co. (merger Bear Stearns) June 2008 - March 2009
Bear Stearns January 2005 - June 2008
Skills
Legal Research, Westlaw, Litigation Support, Corporate Law, Microsoft Excel, Litigation, Research, Securities, Legal Assistance, Pleadings, Courts, Immigration Law, Lexis, Document Review, Editing, Training, Florida Notary, LexisNexis
Education
University of Miami 2012 — 2015
Master of Arts (M.A.), Liberal Arts and Sciences/Liberal Studies
New York University 2007 — 2008
Certificate, Paralegal Studies
City University of New York-John Jay College of Criminal Justice 1999 — 2003
BA, Criminal Justice
David J. D'Amico David J. D'Amico's Bear Stearns Experience May 2003 - May 2009
Job Private Wealth Advisor, Intergenerational Wealth Transfer, Wealth Preservation
Industry Investment Management
Experience
TREASURY PARTNERS May 2009 - Present
Bear Stearns May 2003 - May 2009
Oppenheimer & Co. June 1986 - May 2003
Skills
Series 7, Investments, FINRA, Finance, Securities, Equities, Investment Advisory..., Real Estate, Fixed Income, Financial Advisory, Alternative Investments, Options, Wealth, Financial Services, Capital Markets, Management, Asset Allocation, Leadership, Financial Analysis, Hedge Funds, Cash Management, Portfolio Management, Trading, Investment Banking, Series 65, Wealth Management, Asset Management, ETFs, Investment Management, Investment Advisory, Estate Planning, Estate Tax Planning, Wealth Management..., Intergenerational..., Investment Strategies, Institutional..., Wealth Preservation..., Wealth Accumulation, Private Equity, Portfolio Optimization
Education
City University of New York-Hunter College 1983 — 1986
BA, Economics
New Dorp
TREASURY PARTNERS May 2009 - Present
Bear Stearns May 2003 - May 2009
Oppenheimer & Co. June 1986 - May 2003
Skills
Series 7, Investments, FINRA, Finance, Securities, Equities, Investment Advisory..., Real Estate, Fixed Income, Financial Advisory, Alternative Investments, Options, Wealth, Financial Services, Capital Markets, Management, Asset Allocation, Leadership, Financial Analysis, Hedge Funds, Cash Management, Portfolio Management, Trading, Investment Banking, Series 65, Wealth Management, Asset Management, ETFs, Investment Management, Investment Advisory, Estate Planning, Estate Tax Planning, Wealth Management..., Intergenerational..., Investment Strategies, Institutional..., Wealth Preservation..., Wealth Accumulation, Private Equity, Portfolio Optimization
Education
City University of New York-Hunter College 1983 — 1986
BA, Economics
New Dorp
Mark Gianchetti Mark Gianchetti's Bear Stearns Experience May 1985 - March 2008
Job VP IB Expense Management at JP Morgan
Industry Accounting
Experience
JP Morgan July 2008 - Present
JP Morgan Chase April 2008 - June 2008
Bear Stearns May 1985 - March 2008
Tucker Anthony & RL Day January 1983 - April 1985
Bankers Trust July 1981 - December 1982
Skills
General Ledger, Equities, Fixed Income, Financial Analysis, Financial Modeling
Education
City University of New York-Brooklyn College 1977 — 1982
Accounting, Economics
JP Morgan July 2008 - Present
JP Morgan Chase April 2008 - June 2008
Bear Stearns May 1985 - March 2008
Tucker Anthony & RL Day January 1983 - April 1985
Bankers Trust July 1981 - December 1982
Skills
General Ledger, Equities, Fixed Income, Financial Analysis, Financial Modeling
Education
City University of New York-Brooklyn College 1977 — 1982
Accounting, Economics
Ben Herbst Ben Herbst's Bear Stearns Experience 2007 - 2007
Job Public Finance at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan October 2011 - Present
J.P. Morgan July 2011 - October 2011
Explore Charter School June 2008 - July 2011
Teach for America June 2008 - June 2010
The Colby Echo May 2006 - April 2008
CBRE/The Boulos Company 2007 - 2007
Bear Stearns 2007 - 2007
Skills
Editing, Research, Curriculum Design, Strategic Planning
Education
Colby College 2004 — 2008
B.A., History
Litchfield HS 2000 — 2004
J.P. Morgan October 2011 - Present
J.P. Morgan July 2011 - October 2011
Explore Charter School June 2008 - July 2011
Teach for America June 2008 - June 2010
The Colby Echo May 2006 - April 2008
CBRE/The Boulos Company 2007 - 2007
Bear Stearns 2007 - 2007
Skills
Editing, Research, Curriculum Design, Strategic Planning
Education
Colby College 2004 — 2008
B.A., History
Litchfield HS 2000 — 2004
Keith Tu's Bear Stearns Experience April 2006 - September 2007
Job Sr. Data Conversion Analyst at Federal Deposit Insurance Corporation
Industry Information Technology and Services
Experience
Federal Deposit Insurance Corporation February 2014 - Present
Fannie Mae October 2013 - January 2014
Wells Fargo May 2013 - October 2013
Federal Deposit Insurance Corporation June 2010 - February 2013
FedEx Office July 2009 - March 2010
Match.com September 2008 - April 2009
MetLife Home Loans May 2008 - September 2008
Bear Stearns April 2006 - September 2007
Countywide October 2005 - April 2006
Indymac Bank November 2004 - September 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Planning, Data Analysis, Competitive Analysis, Business Objects, SQL, Analysis, Business Intelligence, Business Analysis, Data Mining, ETL, Finance, Microsoft Excel, Microsoft SQL Server, Tableau, Toad, SAS, Enterprise Data..., Access, Data Warehousing, Forecasting
Education
California State University-Los Angeles 1993 — 1997
Bachelor of Science in Business Administration, Major in CIS (Computer Information Systems), minor in Finance
Coastline Community College
Real Estate Loan Underwriting
Federal Deposit Insurance Corporation February 2014 - Present
Fannie Mae October 2013 - January 2014
Wells Fargo May 2013 - October 2013
Federal Deposit Insurance Corporation June 2010 - February 2013
FedEx Office July 2009 - March 2010
Match.com September 2008 - April 2009
MetLife Home Loans May 2008 - September 2008
Bear Stearns April 2006 - September 2007
Countywide October 2005 - April 2006
Indymac Bank November 2004 - September 2005
Skills
Financial Analysis, Financial Reporting, Financial Modeling, Strategic Planning, Data Analysis, Competitive Analysis, Business Objects, SQL, Analysis, Business Intelligence, Business Analysis, Data Mining, ETL, Finance, Microsoft Excel, Microsoft SQL Server, Tableau, Toad, SAS, Enterprise Data..., Access, Data Warehousing, Forecasting
Education
California State University-Los Angeles 1993 — 1997
Bachelor of Science in Business Administration, Major in CIS (Computer Information Systems), minor in Finance
Coastline Community College
Real Estate Loan Underwriting
Kevin G Reilly, MBA Kevin G Reilly, MBA's Bear Stearns Experience 1991 - 1998
Job Financial Professional at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors April 2015 - Present
KoruCenter November 2012 - March 2015
Giclee Print Net and TeraJet January 2009 - November 2012
FORBA Dental Management September 2006 - December 2008
DD Marketing (FORBA) April 2005 - September 2006
XenoPur/Tusaar May 2004 - April 2005
Digital Coast Partners 1999 - 2001
Bear Stearns 1991 - 1998
Skills
Executive Management, Management, Investments, Strategy, Entrepreneurship, Risk Management, Business Development, Negotiation, Sales, Portfolio Management, Life Insurance, Variable Annuities, Retirement Planning, 401k, 401k Rollovers, Executive Benefit Plans, Investment Banking, Mergers & Acquisitions, Mergers, Private Equity, Venture Capital, Operations Management, Compliance, Training, Real Estate Transactions
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2004
MBA, Entrepreneurship
Columbia University in the City of New York 1989 — 1991
BS, Management Engineering
Claremont McKenna College 1986 — 1989
BA, Management Engineering
AXA Advisors April 2015 - Present
KoruCenter November 2012 - March 2015
Giclee Print Net and TeraJet January 2009 - November 2012
FORBA Dental Management September 2006 - December 2008
DD Marketing (FORBA) April 2005 - September 2006
XenoPur/Tusaar May 2004 - April 2005
Digital Coast Partners 1999 - 2001
Bear Stearns 1991 - 1998
Skills
Executive Management, Management, Investments, Strategy, Entrepreneurship, Risk Management, Business Development, Negotiation, Sales, Portfolio Management, Life Insurance, Variable Annuities, Retirement Planning, 401k, 401k Rollovers, Executive Benefit Plans, Investment Banking, Mergers & Acquisitions, Mergers, Private Equity, Venture Capital, Operations Management, Compliance, Training, Real Estate Transactions
Education
University of Colorado Boulder - Leeds School of Business 2002 — 2004
MBA, Entrepreneurship
Columbia University in the City of New York 1989 — 1991
BS, Management Engineering
Claremont McKenna College 1986 — 1989
BA, Management Engineering
Marlena Demenus Marlena Demenus's Bear Stearns Experience 1993 - 1995
Job Principal, Sky Lake Partners
Industry Real Estate
Experience
Sky Lake Partners July 2013 - Present
Nomura Securities September 2013 - October 2014
Barclays February 2010 - September 2013
Morgan Stanley 1997 - 2008
Bear Stearns 1993 - 1995
Skills
Real Estate Investor
Education
The Wharton School, University of Pennsylvania 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Colgate University 1989 — 1993
Bachelor of Science (BS), Economics
Sky Lake Partners July 2013 - Present
Nomura Securities September 2013 - October 2014
Barclays February 2010 - September 2013
Morgan Stanley 1997 - 2008
Bear Stearns 1993 - 1995
Skills
Real Estate Investor
Education
The Wharton School, University of Pennsylvania 1995 — 1997
Master of Business Administration (M.B.A.), Finance, General
Colgate University 1989 — 1993
Bachelor of Science (BS), Economics
Michael Wassell Michael Wassell's Bear Stearns Experience February 2003 - May 2007
Job Vice President at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs June 2007 - Present
Bear Stearns February 2003 - May 2007
New York State Banking Department February 1998 - January 2003
Manhattan District Attorney's Office January 1990 - February 1998
Skills
Investment Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Trading Systems, Valuation, Equity Derivatives, Private Equity, Bloomberg, Prime Brokerage, Surveillance, AML, Risk Management, Enforcement
Education
John Jay College of Criminal Justice 1987 — 1989
Master's degree, Criminal Law and Procedure
SUNY at Oneonta
Goldman Sachs June 2007 - Present
Bear Stearns February 2003 - May 2007
New York State Banking Department February 1998 - January 2003
Manhattan District Attorney's Office January 1990 - February 1998
Skills
Investment Banking, Fixed Income, Equities, Derivatives, Hedge Funds, Trading Systems, Valuation, Equity Derivatives, Private Equity, Bloomberg, Prime Brokerage, Surveillance, AML, Risk Management, Enforcement
Education
John Jay College of Criminal Justice 1987 — 1989
Master's degree, Criminal Law and Procedure
SUNY at Oneonta
Natalia Bolkvadze Natalia Bolkvadze's Bear Stearns Experience 2005 - 2008
Job International AccountingCanada
Industry Financial Services
Experience
BlackRock December 2009 - Present
Bear Stearns 2005 - 2008
Credit Agricole Alternative 2002 - 2003
Skills
Derivatives, Bloomberg, Capital Markets, Hedge Funds, Asset Management, Valuation, Private Equity, Fixed Income, Financial Analysis, Equities, Financial Modeling, Due Diligence, Securities
Education
City University of New York-Brooklyn College
Accounting & Philosophy
BlackRock December 2009 - Present
Bear Stearns 2005 - 2008
Credit Agricole Alternative 2002 - 2003
Skills
Derivatives, Bloomberg, Capital Markets, Hedge Funds, Asset Management, Valuation, Private Equity, Fixed Income, Financial Analysis, Equities, Financial Modeling, Due Diligence, Securities
Education
City University of New York-Brooklyn College
Accounting & Philosophy
D. Andrew Neese D. Andrew Neese's Bear Stearns Experience September 1997 - May 2004
Job Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch August 2013 - October 2014
Merrill Lynch May 2004 - February 2012
Bear Stearns September 1997 - May 2004
Bear Stearns September 1997 - June 2000
Toronto Dominion October 1997 - March 1999
Papps Capital Management May 1993 - October 1997
Columbia University September 1990 - May 1993
Skills
Prime Brokerage, Relationship Management, Equity Capital Markets, Securities Operations, Revenue Enhancement, Organic Growth..., Series 7, Hedge Funds, Securities, Credit Derivatives, Fixed Income, Investment Banking, Equities, Financial Services, Derivatives, Portfolio Management, Alternative Investments, FX Options, Middle Office, Trading, Options, Financial Risk, Settlement, Structured Products, Series 63, Swaps, Trading Systems, Asset Management, Bloomberg, Capital Markets, Bonds, Electronic Trading, Finance, FINRA, Financial Markets, Mergers, Securities Lending, Equity Derivatives
Education
Clarkson University 1985 — 1990
BS, Management and Economics
Clarkson University-Snell School of Management
Bachelor of Science, Management and Finance
Bank of America Merrill Lynch August 2013 - October 2014
Merrill Lynch May 2004 - February 2012
Bear Stearns September 1997 - May 2004
Bear Stearns September 1997 - June 2000
Toronto Dominion October 1997 - March 1999
Papps Capital Management May 1993 - October 1997
Columbia University September 1990 - May 1993
Skills
Prime Brokerage, Relationship Management, Equity Capital Markets, Securities Operations, Revenue Enhancement, Organic Growth..., Series 7, Hedge Funds, Securities, Credit Derivatives, Fixed Income, Investment Banking, Equities, Financial Services, Derivatives, Portfolio Management, Alternative Investments, FX Options, Middle Office, Trading, Options, Financial Risk, Settlement, Structured Products, Series 63, Swaps, Trading Systems, Asset Management, Bloomberg, Capital Markets, Bonds, Electronic Trading, Finance, FINRA, Financial Markets, Mergers, Securities Lending, Equity Derivatives
Education
Clarkson University 1985 — 1990
BS, Management and Economics
Clarkson University-Snell School of Management
Bachelor of Science, Management and Finance
Michael Ben-Zvi's Bear Stearns Experience July 2003 - March 2008
Job Design | Presentations | Communications
Industry Graphic Design
Experience
Freelance January 2014 - Present
JPMorgan Chase May 2012 - July 2013
J.P. Morgan Securities, LLC April 2008 - May 2012
Bear Stearns July 2003 - March 2008
National Discount Brokers April 2000 - December 2001
Bear Stearns July 1995 - April 2000
Skills
PowerPoint, Adobe Acrobat, Marketing, Editing, User Experience, QuarkXPress, Photoshop, Microsoft Excel, HTML, Adobe Creative Suite, Illustrator, Microsoft Word, Content Management, Graphic Design, Web Design, Adobe Fireworks, CSS, Word, Excel, Microsoft Office 2007, InDesign, Layout
Education
Clark University 1987 — 1991
BA, Studio Art
Freelance January 2014 - Present
JPMorgan Chase May 2012 - July 2013
J.P. Morgan Securities, LLC April 2008 - May 2012
Bear Stearns July 2003 - March 2008
National Discount Brokers April 2000 - December 2001
Bear Stearns July 1995 - April 2000
Skills
PowerPoint, Adobe Acrobat, Marketing, Editing, User Experience, QuarkXPress, Photoshop, Microsoft Excel, HTML, Adobe Creative Suite, Illustrator, Microsoft Word, Content Management, Graphic Design, Web Design, Adobe Fireworks, CSS, Word, Excel, Microsoft Office 2007, InDesign, Layout
Education
Clark University 1987 — 1991
BA, Studio Art
Ken Spindel Ken Spindel's Bear Stearns Experience September 1998 - February 2004
Job Retired: Former Head of Mortgage Market Risk Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2006 - June 2015
ResCap February 2004 - May 2006
Bear Stearns September 1998 - February 2004
Bear Stearns September 1986 - September 1998
Skills
Risk Management, Management, Portfolio Management, Investment Banking, Financial Services, Fixed Income, Capital Markets, Financial Modeling, Equities, Derivatives
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Columbia University School of Engineering and Applied Science 1979 — 1981
Master of Science (MSc), Industrial Engineering
Colgate University 1975 — 1979
Bachelor of Arts (B.A.), Chemistry
J.P. Morgan May 2006 - June 2015
ResCap February 2004 - May 2006
Bear Stearns September 1998 - February 2004
Bear Stearns September 1986 - September 1998
Skills
Risk Management, Management, Portfolio Management, Investment Banking, Financial Services, Fixed Income, Capital Markets, Financial Modeling, Equities, Derivatives
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Columbia University School of Engineering and Applied Science 1979 — 1981
Master of Science (MSc), Industrial Engineering
Colgate University 1975 — 1979
Bachelor of Arts (B.A.), Chemistry
Harriet Gilbert, CFA, CTP Harriet Gilbert, CFA, CTP's Bear Stearns Experience 1986 - 1988
Job Vice President, FX Products, Capital Markets at US Bank
Industry Banking
Experience
US Bank September 2009 - Present
ABN AMRO 2000 - September 2009
ABN AMRO August 1996 - 2000
ABN AMRO Bank October 1988 - August 1996
Bear Stearns 1986 - 1988
Skills
FX Options, Banking, Capital Markets, Risk Management, Treasury Management, Credit Risk, Money Market, Trading, Financial Risk, Financial Markets, FX trading, Cash Management, Payments, Derivatives, Portfolio Management, Foreign Exchange, Management, E-commerce, Fixed Income, Credit, Financial Services, Commercial Banking, Investment Banking, Product Management, Leadership
Education
Clemson University 1982 — 1985
BA, Mathematical Science
US Bank September 2009 - Present
ABN AMRO 2000 - September 2009
ABN AMRO August 1996 - 2000
ABN AMRO Bank October 1988 - August 1996
Bear Stearns 1986 - 1988
Skills
FX Options, Banking, Capital Markets, Risk Management, Treasury Management, Credit Risk, Money Market, Trading, Financial Risk, Financial Markets, FX trading, Cash Management, Payments, Derivatives, Portfolio Management, Foreign Exchange, Management, E-commerce, Fixed Income, Credit, Financial Services, Commercial Banking, Investment Banking, Product Management, Leadership
Education
Clemson University 1982 — 1985
BA, Mathematical Science
Wayne Happ Wayne Happ's Bear Stearns Experience September 1998 - January 2002
Job Senior Business Analyst/Programmer for Fixed Income/Risk and Reference Data at Citi.
Industry Financial Services
Experience
Citi January 2012 - Present
Merrill Lynch April 2011 - January 2012
Thomson Reuters August 2006 - February 2011
Keane September 2005 - August 2006
Merrill Lynch January 2003 - September 2005
JP Morgan Chase February 2002 - December 2002
Bear Stearns September 1998 - January 2002
SIAC September 1995 - September 1998
Skills
Oracle, Sybase, Databases, XML, C++, Java, Unix Shell Scripting, Derivatives, Unix, Linux, Solaris, MySQL, Integration, PL/SQL, Business Analysis, SQL, Threads, Messaging Systems, Apache, ITRS, Reference Data, Programming, Autosys, Relational Databases, Shell Scripting, Fixed Income, Oracle SQL, Corporate Actions, Market Data, Python, Back Office, Web Development, Web Design, Bloomberg, Data Analysis, Data Quality, MongoDB, Warrants
Education
City University of New York-Hunter College 2001 — 2003
BA, Computer Science/Mathematics
Citi January 2012 - Present
Merrill Lynch April 2011 - January 2012
Thomson Reuters August 2006 - February 2011
Keane September 2005 - August 2006
Merrill Lynch January 2003 - September 2005
JP Morgan Chase February 2002 - December 2002
Bear Stearns September 1998 - January 2002
SIAC September 1995 - September 1998
Skills
Oracle, Sybase, Databases, XML, C++, Java, Unix Shell Scripting, Derivatives, Unix, Linux, Solaris, MySQL, Integration, PL/SQL, Business Analysis, SQL, Threads, Messaging Systems, Apache, ITRS, Reference Data, Programming, Autosys, Relational Databases, Shell Scripting, Fixed Income, Oracle SQL, Corporate Actions, Market Data, Python, Back Office, Web Development, Web Design, Bloomberg, Data Analysis, Data Quality, MongoDB, Warrants
Education
City University of New York-Hunter College 2001 — 2003
BA, Computer Science/Mathematics
Howard B.Leibowitz's Bear Stearns Experience February 1997 - October 2007
Job Owner at B.L.Howard Productions
Industry Entertainment
Experience
B.L.Howard Productions May 1984 - Present
Elmore Magazine July 2005 - Present
Bridges of Peace 2008 - Present
Brooklyn Bridge Park Conservancy 2000 - Present
Brooklyn Community Services 2009 - December 2011
Bear Stearns February 1997 - October 2007
Skills
Sponsorship, Artists, Fundraising, Event Planning, Non-profits, Advertising, Marketing, Entertainment, Music, Music Industry, Event Management, Public Relations, Social Media, Leadership, Media Relations, Coordinating Events, Publishing, Nonprofits, Film, Magazines, Publicity, Strategy, A&R, Theatre, Web Design, Social Networking
Education
City University of New York-College of Staten Island 1970 — 1972
BA, American Studies
B.L.Howard Productions May 1984 - Present
Elmore Magazine July 2005 - Present
Bridges of Peace 2008 - Present
Brooklyn Bridge Park Conservancy 2000 - Present
Brooklyn Community Services 2009 - December 2011
Bear Stearns February 1997 - October 2007
Skills
Sponsorship, Artists, Fundraising, Event Planning, Non-profits, Advertising, Marketing, Entertainment, Music, Music Industry, Event Management, Public Relations, Social Media, Leadership, Media Relations, Coordinating Events, Publishing, Nonprofits, Film, Magazines, Publicity, Strategy, A&R, Theatre, Web Design, Social Networking
Education
City University of New York-College of Staten Island 1970 — 1972
BA, American Studies
Jason Lippenberger Jason Lippenberger's Bear Stearns Experience July 2004 - June 2006
Job Associate, Investment Banking at D.A. Davidson & Co. ~ Equity Capital Markets
Industry Financial Services
Experience
D.A. Davidson & Co. ~ Equity Capital Markets April 2011 - Present
University of Washington, Michael G. Foster School of Business September 2010 - June 2012
Summit Partners July 2006 - August 2009
Bear Stearns July 2004 - June 2006
Wells Fargo Securities 2003 - 2003
Skills
Business Development, Corporate Finance, M&A experience, Private Equity, Company Valuation, Outdoor Recreation, Behavioral Finance, Investment Banking
Education
University of Washington, Michael G. Foster School of Business 2010 — 2012
MBA, Strategy and Finance Concentrations
Claremont McKenna College 2000 — 2004
B.A., Economics and International Relations
D.A. Davidson & Co. ~ Equity Capital Markets April 2011 - Present
University of Washington, Michael G. Foster School of Business September 2010 - June 2012
Summit Partners July 2006 - August 2009
Bear Stearns July 2004 - June 2006
Wells Fargo Securities 2003 - 2003
Skills
Business Development, Corporate Finance, M&A experience, Private Equity, Company Valuation, Outdoor Recreation, Behavioral Finance, Investment Banking
Education
University of Washington, Michael G. Foster School of Business 2010 — 2012
MBA, Strategy and Finance Concentrations
Claremont McKenna College 2000 — 2004
B.A., Economics and International Relations
Carole Boniece Carole Boniece's Bear Stearns Experience November 2002 - August 2008
Job Presentation Specialist/Fine Art Professional
Industry Fine Art
Experience
Bear Stearns November 2002 - August 2008
Bear Stearns September 2000 - November 2002
Bear Stearns September 1999 - September 2000
Bear Stearns June 1998 - September 1999
SLCE Architects January 1995 - April 1998
Skills
Curriculum Design, Adobe Creative Suite, Graphic Design, Illustrator, Theatre, Mac, Graphics, Photoshop, PowerPoint, Microsoft Excel, Publishing, Flash, Brochures, Photography, Creative Direction, Multimedia, Fine Art, Editing, Layout, Microsoft Word, Film, Blogging, Art, InDesign, Creative Writing, Adobe Acrobat, Books, Improvisation, Copywriting, Dreamweaver, Acting
Education
City University of New York-Hunter College 1986 — 1990
MFA, Fine Art - Painting
Parsons School of Design
Studied, Design Foundation Curriculum
School of Visual Arts
BFA, Fine Art - Painting
Bear Stearns November 2002 - August 2008
Bear Stearns September 2000 - November 2002
Bear Stearns September 1999 - September 2000
Bear Stearns June 1998 - September 1999
SLCE Architects January 1995 - April 1998
Skills
Curriculum Design, Adobe Creative Suite, Graphic Design, Illustrator, Theatre, Mac, Graphics, Photoshop, PowerPoint, Microsoft Excel, Publishing, Flash, Brochures, Photography, Creative Direction, Multimedia, Fine Art, Editing, Layout, Microsoft Word, Film, Blogging, Art, InDesign, Creative Writing, Adobe Acrobat, Books, Improvisation, Copywriting, Dreamweaver, Acting
Education
City University of New York-Hunter College 1986 — 1990
MFA, Fine Art - Painting
Parsons School of Design
Studied, Design Foundation Curriculum
School of Visual Arts
BFA, Fine Art - Painting
Thelma Kingsale Thelma Kingsale's Bear Stearns Experience January 2000 - September 2008
Job Kangen Water Consultant, Healthy Living Coach, Workshop Presenter
Industry Health, Wellness and Fitness
Experience
NuLife Healthy Living Network September 2008 - Present
NuLife Health Living Network September 2008 - May 2011
Bear Stearns January 2000 - September 2008
J.P. Morgan January 1986 - December 1999
Skills
Event Planning, Entrepreneurship, Public Speaking, Social Media, Coaching, New Business Development, Team Building, Non-profits, Wellness Coaching, Holistic Health, Hydration, Skin Care, Weight Management, Water, Networking, Spa, Churches, Community Development, Fitness Center, Nonprofits, Budgets, Hedge Funds, Lifestyle, Nutrition, Nutritional Counseling, Program Management, Wellness, Lifestyle Coaching, Supplements, Training, Small Business, Personal Development, Social Networking, Healing, Wellbeing, Stress Management, Leadership Development, Executive Coaching, Online Marketing, Self-esteem, Healthcare, Pain Management, Fundraising, Strength Training, Finance, Network Marketing, Leadership, Executive Management
Education
City University of New York-College of Staten Island 1987 — 1995
Bachelor of Science (B.S.), Accounting and Finance
NuLife Healthy Living Network September 2008 - Present
NuLife Health Living Network September 2008 - May 2011
Bear Stearns January 2000 - September 2008
J.P. Morgan January 1986 - December 1999
Skills
Event Planning, Entrepreneurship, Public Speaking, Social Media, Coaching, New Business Development, Team Building, Non-profits, Wellness Coaching, Holistic Health, Hydration, Skin Care, Weight Management, Water, Networking, Spa, Churches, Community Development, Fitness Center, Nonprofits, Budgets, Hedge Funds, Lifestyle, Nutrition, Nutritional Counseling, Program Management, Wellness, Lifestyle Coaching, Supplements, Training, Small Business, Personal Development, Social Networking, Healing, Wellbeing, Stress Management, Leadership Development, Executive Coaching, Online Marketing, Self-esteem, Healthcare, Pain Management, Fundraising, Strength Training, Finance, Network Marketing, Leadership, Executive Management
Education
City University of New York-College of Staten Island 1987 — 1995
Bachelor of Science (B.S.), Accounting and Finance
Val Leykin Val Leykin's Bear Stearns Experience November 1994 - May 1996
Job Sr. BA at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company March 2014 - Present
Bank of America/Merrill Lynch October 2013 - March 2014
Fidelity Investments April 2009 - December 2012
Credit Suisse May 1997 - April 2009
Lehman Brothers June 1996 - May 1997
Bear Stearns November 1994 - May 1996
Prudential Securities July 1986 - November 1994
AT & T Communications June 1985 - July 1986
Skills
Equities, Fixed Income, Trading Systems, Requirements Gathering, Back Office, Investment Banking, SDLC, Foreign Exchange, Middle Office, Securities Lending, Prime Brokerage, Business Analysis, Reference Data, Series 7, Margin, Stock Record, Clearance, Reserve Formula- 15C3, Regulatory Reporting, Prospectus, Fircosoft
Education
City University of New York-Brooklyn College 1980 — 1985
Bachelor of Science, CIS
City University of New York-Brooklyn College 1980 — 1985
BS, Computer & Information Science
Pershing, a BNY Mellon company March 2014 - Present
Bank of America/Merrill Lynch October 2013 - March 2014
Fidelity Investments April 2009 - December 2012
Credit Suisse May 1997 - April 2009
Lehman Brothers June 1996 - May 1997
Bear Stearns November 1994 - May 1996
Prudential Securities July 1986 - November 1994
AT & T Communications June 1985 - July 1986
Skills
Equities, Fixed Income, Trading Systems, Requirements Gathering, Back Office, Investment Banking, SDLC, Foreign Exchange, Middle Office, Securities Lending, Prime Brokerage, Business Analysis, Reference Data, Series 7, Margin, Stock Record, Clearance, Reserve Formula- 15C3, Regulatory Reporting, Prospectus, Fircosoft
Education
City University of New York-Brooklyn College 1980 — 1985
Bachelor of Science, CIS
City University of New York-Brooklyn College 1980 — 1985
BS, Computer & Information Science
Greg MacFarlane Greg MacFarlane's Bear Stearns Experience January 1996 - June 1997
Job Looking for new opportunities
Industry Financial Services
Experience
Newgate Capital LLC July 2003 - April 2013
Para Advisors, Inc January 1998 - November 2002
KS Capital Partners, LP June 1997 - January 1998
Bear Stearns January 1996 - June 1997
Education
Colby College 1991 — 1995
BA, Economics
Riverdale Country School
Diploma
Newgate Capital LLC July 2003 - April 2013
Para Advisors, Inc January 1998 - November 2002
KS Capital Partners, LP June 1997 - January 1998
Bear Stearns January 1996 - June 1997
Education
Colby College 1991 — 1995
BA, Economics
Riverdale Country School
Diploma
Ladie Whitaker Ladie Whitaker's Bear Stearns Experience March 1994 - August 1997
Job Executive Assistant to COO, Americas Wealth Management & to the Head of Business Strategy at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2012 - Present
Freelance 2000 - Present
Credit Suisse February 1999 - October 2011
Bear Stearns March 1994 - August 1997
Skills
Opera, Outlook, Singing, Administrative..., Event Planning, Leadership, Expense Management, Administrative..., Lotus Notes, Customer Service, Event Management, Fundraising, Office Management, Public Speaking
Education
Brooklyn College
M.A., Vocal Performance
Hunter College
B.A., Sociology
Deutsche Bank January 2012 - Present
Freelance 2000 - Present
Credit Suisse February 1999 - October 2011
Bear Stearns March 1994 - August 1997
Skills
Opera, Outlook, Singing, Administrative..., Event Planning, Leadership, Expense Management, Administrative..., Lotus Notes, Customer Service, Event Management, Fundraising, Office Management, Public Speaking
Education
Brooklyn College
M.A., Vocal Performance
Hunter College
B.A., Sociology
Linda Supaswud's Bear Stearns Experience September 2006 - June 2008
Job Associate, Corporate and Investment Bank Operations at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2013 - Present
JPMorgan Chase January 2011 - February 2013
JPMorgan Chase June 2008 - January 2011
Bear Stearns September 2006 - June 2008
Deutsche Bank October 2003 - September 2006
Fiduciary Communications Company 2001 - 2003
Skills
Investment Banking, Loans, Middle Office, Series 7, Settlement
Education
Clemson University - College of Business and Behavioral Science 1997 — 2001
Bachelor's degree, Business Administration and Management, General
JPMorgan Chase February 2013 - Present
JPMorgan Chase January 2011 - February 2013
JPMorgan Chase June 2008 - January 2011
Bear Stearns September 2006 - June 2008
Deutsche Bank October 2003 - September 2006
Fiduciary Communications Company 2001 - 2003
Skills
Investment Banking, Loans, Middle Office, Series 7, Settlement
Education
Clemson University - College of Business and Behavioral Science 1997 — 2001
Bachelor's degree, Business Administration and Management, General
Sal Leggio Sal Leggio's Bear Stearns Experience November 1996 - March 1999
Job Consultant at New York City Department of Health and Mental Hygiene
Industry Hospital & Health Care
Experience
New York City Department of Health and Mental Hygiene January 2014 - Present
Hunter College September 2007 - December 2013
Bank of New York Mellon September 2001 - February 2010
Bear Stearns November 1996 - March 1999
Citibank 1985 - November 1996
Skills
Statistics, SPSS, Statistical Modeling, Linear Regression, SAS, R
Education
City University of New York-Hunter College 2004 — 2007
MA, Statistics
Stuyvesant High School
New York City Department of Health and Mental Hygiene January 2014 - Present
Hunter College September 2007 - December 2013
Bank of New York Mellon September 2001 - February 2010
Bear Stearns November 1996 - March 1999
Citibank 1985 - November 1996
Skills
Statistics, SPSS, Statistical Modeling, Linear Regression, SAS, R
Education
City University of New York-Hunter College 2004 — 2007
MA, Statistics
Stuyvesant High School
Lou Czubachowski Lou Czubachowski's Bear Stearns Experience June 1993 - November 2007
Job Managing Director, Executive Recruitment at Global Search Consulting
Industry Investment Banking
Experience
Global Search Consulting March 2011 - Present
Robert DeLuca Consulting January 2008 - December 2010
Bear Stearns June 1993 - November 2007
Philadelphia Stock Exchange 1989 - 1993
Munich American Reassurance Company 1984 - 1989
American Expres Travelers Cheque 1978 - 1984
Skills
Business Process..., Project Management, Portfolio Management, Vendor Management, Outsourcing Management, Business Intelligence, Strategy, SDLC, Management Consulting, Fixed Income, Risk Management, Program Management, Business Strategy, Mentoring, Process Improvement, Investment Banking, Change Management, Management, Outsourcing, Leadership, Integration, Team Building, Talent Acquisition, Security, Enterprise Architecture, Business Process..., Enterprise Software, PMO, Recruiting, CRM, PMP, Operations Management, Executive Search, Strategic Planning, Executive Management, Trading Systems, IT Strategy, Financial Services, Mergers & Acquisitions, Consulting, Equities, Acquisition Integration, Market Data, Professional Services, Banking, Electronic Trading, Hedge Funds, Capital Markets, Securities, Talent Management
Education
Avtech 2010 — 2011
none
City University of New York-College of Staten Island 1972 — 1982
Bachelor of Science (BS), Economics
Saint Anthony Of Padua 1960 — 1964
High School Diploma, Academic
Global Search Consulting March 2011 - Present
Robert DeLuca Consulting January 2008 - December 2010
Bear Stearns June 1993 - November 2007
Philadelphia Stock Exchange 1989 - 1993
Munich American Reassurance Company 1984 - 1989
American Expres Travelers Cheque 1978 - 1984
Skills
Business Process..., Project Management, Portfolio Management, Vendor Management, Outsourcing Management, Business Intelligence, Strategy, SDLC, Management Consulting, Fixed Income, Risk Management, Program Management, Business Strategy, Mentoring, Process Improvement, Investment Banking, Change Management, Management, Outsourcing, Leadership, Integration, Team Building, Talent Acquisition, Security, Enterprise Architecture, Business Process..., Enterprise Software, PMO, Recruiting, CRM, PMP, Operations Management, Executive Search, Strategic Planning, Executive Management, Trading Systems, IT Strategy, Financial Services, Mergers & Acquisitions, Consulting, Equities, Acquisition Integration, Market Data, Professional Services, Banking, Electronic Trading, Hedge Funds, Capital Markets, Securities, Talent Management
Education
Avtech 2010 — 2011
none
City University of New York-College of Staten Island 1972 — 1982
Bachelor of Science (BS), Economics
Saint Anthony Of Padua 1960 — 1964
High School Diploma, Academic
Anna Mozias Anna Mozias's Bear Stearns Experience 1999 - 2001
Job Evangelinais at Seller / Buyer at ETSY.COM
Industry Financial Services
Experience
Seller / Buyer at ETSY.COM 2009 - Present
Cantor Fitzgerald December 2013 - January 2014
Goldman Sachs February 2005 - August 2012
ConocoPhillips 2004 - 2004
The Bank of New York 2003 - 2004
Alcoa 2001 - 2002
Bear Stearns 1999 - 2001
Investcorp 1996 - 1999
New York Associateion for New Americans - NYANA 1994 - 1996
Skills
Business Development, Capital Markets, Derivatives, Equities
Education
City University of New York-John Jay College of Criminal Justice 2014 — 2016
English Language and Literature, General
Massachusetts College of Liberal Arts
English/Liberal Arts, English/Communications
Seller / Buyer at ETSY.COM 2009 - Present
Cantor Fitzgerald December 2013 - January 2014
Goldman Sachs February 2005 - August 2012
ConocoPhillips 2004 - 2004
The Bank of New York 2003 - 2004
Alcoa 2001 - 2002
Bear Stearns 1999 - 2001
Investcorp 1996 - 1999
New York Associateion for New Americans - NYANA 1994 - 1996
Skills
Business Development, Capital Markets, Derivatives, Equities
Education
City University of New York-John Jay College of Criminal Justice 2014 — 2016
English Language and Literature, General
Massachusetts College of Liberal Arts
English/Liberal Arts, English/Communications
John R. Cocozza John R. Cocozza's Bear Stearns Experience October 2001 - October 2003
Job Director, Commercial Finance at L'Oréal
Industry Financial Services
Experience
L'Oréal April 2015 - Present
L'Oréal February 2013 - April 2015
L'Oréal November 2010 - February 2013
The Wild Goose Publick House May 2009 - August 2011
Edward Jones December 2003 - October 2009
Maloney's Pub May 2008 - June 2009
Bear Stearns October 2001 - October 2003
Bear Stearns May 2000 - October 2001
Marvel Entertainment 1992 - 1994
Skills
Leadership, Entrepreneurship, Financial Analysis, Craft Beer, Cross-functional Team..., Management, Sales, Training, Investments, Finance, Strategic Financial..., Process Improvement, Public Speaking, Strategic Leadership, Creative Direction, Forecasting, Asset Allocation, Accounting, Financial Reporting, Analysis, Time Management, Comic Books, TPM, E-commerce, Microsoft Excel, Entertainment, Sales Management, Microsoft Office, Retail, Program Management, Real Estate, Logistics, Financial Planning
Education
William E. Simon School of Business
Master of Business Administration (MBA), Finance and International Management
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Science (M.S.), Finance
College for Financial Planning 2006 — 2007
AAMS, Asset Management
Saint John's University - Peter J. Tobin College of Business
B.S. Management, Accounting
HCHS 1987 — 1991
International Baccalaureate Diploma, Academic Honors
L'Oréal April 2015 - Present
L'Oréal February 2013 - April 2015
L'Oréal November 2010 - February 2013
The Wild Goose Publick House May 2009 - August 2011
Edward Jones December 2003 - October 2009
Maloney's Pub May 2008 - June 2009
Bear Stearns October 2001 - October 2003
Bear Stearns May 2000 - October 2001
Marvel Entertainment 1992 - 1994
Skills
Leadership, Entrepreneurship, Financial Analysis, Craft Beer, Cross-functional Team..., Management, Sales, Training, Investments, Finance, Strategic Financial..., Process Improvement, Public Speaking, Strategic Leadership, Creative Direction, Forecasting, Asset Allocation, Accounting, Financial Reporting, Analysis, Time Management, Comic Books, TPM, E-commerce, Microsoft Excel, Entertainment, Sales Management, Microsoft Office, Retail, Program Management, Real Estate, Logistics, Financial Planning
Education
William E. Simon School of Business
Master of Business Administration (MBA), Finance and International Management
University of Rochester - William E. Simon Graduate School of Business Administration
Master of Science (M.S.), Finance
College for Financial Planning 2006 — 2007
AAMS, Asset Management
Saint John's University - Peter J. Tobin College of Business
B.S. Management, Accounting
HCHS 1987 — 1991
International Baccalaureate Diploma, Academic Honors
Byron Cartozian Byron Cartozian's Bear Stearns Experience October 2000 - September 2002
Job Director Business Development & CRM at Industrial Search Partners
Industry Program Development
Experience
Industrial Search Partners May 2015 - Present
BCartozian Business Development Services February 2014 - May 2015
BroadReach Partners January 2012 - February 2014
Straight Talk Advisors September 2009 - December 2011
Investment Management Institute (IMI) April 2007 - March 2009
BCartozian Financial Consultants September 2002 - April 2007
Bear Stearns October 2000 - September 2002
Bloomberg LP September 1999 - October 2000
Credit Suisse December 1990 - September 1999
Citibank November 1988 - November 1990
Skills
Business Development, Solution Selling, Client Development, B2B Marketing, Institutional Sales, Relationship Management, Sales, Business Planning, Strategy, Finance, Financial Services, CRM, Leadership, Sales Process, Investments, Employee Benefits, Marketing, New Business Development, Retirement Planning, SaaS, Trading, Selling, Personal Financial..., Portfolio Management, Research, Life Insurance, Salesforce.com, Small Business, Health Insurance, Strategic Financial..., Wealth Management, Sales Management, Strategic Partnerships, Lead Generation, Account Management, Management Consulting, Executive Management, Small Business Marketing, Institutional Research, Electronic Trading, Series 63, Bloomberg, Equities, Insurance, Analysis, Investment Management, Cold Calling, B2B, B2B Marketing Strategy, Consultative Sales...
Education
University of Dayton
BA, English/Communications
US State Dept. Foreign Service Institute
Foreign Area Officer, Near and Middle Eastern Studies
College for Financial Planning
Certified Financial Planner (CFP), Financial Planning and Services
Dale Carnegie
Public Speaking
Online Trading Academy
Online Trading
North Carolina State University
International Relations, Business
Pace University
Taxation, Marketing, Management
Industrial Search Partners May 2015 - Present
BCartozian Business Development Services February 2014 - May 2015
BroadReach Partners January 2012 - February 2014
Straight Talk Advisors September 2009 - December 2011
Investment Management Institute (IMI) April 2007 - March 2009
BCartozian Financial Consultants September 2002 - April 2007
Bear Stearns October 2000 - September 2002
Bloomberg LP September 1999 - October 2000
Credit Suisse December 1990 - September 1999
Citibank November 1988 - November 1990
Skills
Business Development, Solution Selling, Client Development, B2B Marketing, Institutional Sales, Relationship Management, Sales, Business Planning, Strategy, Finance, Financial Services, CRM, Leadership, Sales Process, Investments, Employee Benefits, Marketing, New Business Development, Retirement Planning, SaaS, Trading, Selling, Personal Financial..., Portfolio Management, Research, Life Insurance, Salesforce.com, Small Business, Health Insurance, Strategic Financial..., Wealth Management, Sales Management, Strategic Partnerships, Lead Generation, Account Management, Management Consulting, Executive Management, Small Business Marketing, Institutional Research, Electronic Trading, Series 63, Bloomberg, Equities, Insurance, Analysis, Investment Management, Cold Calling, B2B, B2B Marketing Strategy, Consultative Sales...
Education
University of Dayton
BA, English/Communications
US State Dept. Foreign Service Institute
Foreign Area Officer, Near and Middle Eastern Studies
College for Financial Planning
Certified Financial Planner (CFP), Financial Planning and Services
Dale Carnegie
Public Speaking
Online Trading Academy
Online Trading
North Carolina State University
International Relations, Business
Pace University
Taxation, Marketing, Management
Michael Koss Michael Koss's Bear Stearns Experience November 2006 - February 2010
Job Senior Recruiter at Futuretech Staffing
Industry Financial Services
Experience
Futuretech Staffing September 2015 - Present
Undisclosed January 2015 - July 2015
Royal Bank of Scotland November 2013 - October 2014
RBS Greenwich Capital November 2010 - October 2013
Green Key Resources February 2010 - November 2010
Bear Stearns November 2006 - February 2010
Cantor Fitzgerald 2006 - 2006
The Compliance Search Group, LLC 2001 - 2006
Cantor Fitzgerald 1991 - 2001
Skills
Financial Services, Recruiting, Staffing Services, Sales, Fixed Income, Investment Banking, Banking
Education
City University of New York-Brooklyn College 1985 — 1987
Futuretech Staffing September 2015 - Present
Undisclosed January 2015 - July 2015
Royal Bank of Scotland November 2013 - October 2014
RBS Greenwich Capital November 2010 - October 2013
Green Key Resources February 2010 - November 2010
Bear Stearns November 2006 - February 2010
Cantor Fitzgerald 2006 - 2006
The Compliance Search Group, LLC 2001 - 2006
Cantor Fitzgerald 1991 - 2001
Skills
Financial Services, Recruiting, Staffing Services, Sales, Fixed Income, Investment Banking, Banking
Education
City University of New York-Brooklyn College 1985 — 1987
Rob Perelmuter Rob Perelmuter's Bear Stearns Experience September 2005 - February 2006
Job State Farm Agent
Industry Insurance
Experience
State Farm Insurance October 2006 - Present
Bear Stearns September 2005 - February 2006
Credit Suisse July 2000 - September 2005
FGIC July 1995 - July 2000
Ernst & Young September 1993 - July 1995
Skills
Customer Service, Financial Services, Long-term Care, General Insurance, Legal Liability, Microsoft Office, Outlook, Casualty, Risk Management, Finance
Education
Pace University - Lubin School of Business 1996 — 2001
MBA, Accounting
City University of New York-Brooklyn College 1989 — 1993
BS, Finance
State Farm Insurance October 2006 - Present
Bear Stearns September 2005 - February 2006
Credit Suisse July 2000 - September 2005
FGIC July 1995 - July 2000
Ernst & Young September 1993 - July 1995
Skills
Customer Service, Financial Services, Long-term Care, General Insurance, Legal Liability, Microsoft Office, Outlook, Casualty, Risk Management, Finance
Education
Pace University - Lubin School of Business 1996 — 2001
MBA, Accounting
City University of New York-Brooklyn College 1989 — 1993
BS, Finance
Michael Stavola Michael Stavola's Bear Stearns Experience August 1994 - August 2006
Job Private Banker at Wells Fargo
Industry Investment Management
Experience
Wells Fargo April 2012 - Present
Merrill Lynch Investment Managers September 2009 - 2011
NYSE 1994 - June 2009
New York Stock Exchange (NYSE Euronext) 1994 - 2009
Bear Stearns August 1994 - August 2006
NYSE 1994 - 2006
Skills
Series 7, Trading, Equities, ETFs, Equity Trading, Investments, Securities, Options, Electronic Trading, Financial Markets, FINRA, Wealth Management, Series 66, Financial Planning, Mutual Funds, Insurance
Education
City University of New York-Brooklyn College 1991 — 1993
Economics
Wells Fargo April 2012 - Present
Merrill Lynch Investment Managers September 2009 - 2011
NYSE 1994 - June 2009
New York Stock Exchange (NYSE Euronext) 1994 - 2009
Bear Stearns August 1994 - August 2006
NYSE 1994 - 2006
Skills
Series 7, Trading, Equities, ETFs, Equity Trading, Investments, Securities, Options, Electronic Trading, Financial Markets, FINRA, Wealth Management, Series 66, Financial Planning, Mutual Funds, Insurance
Education
City University of New York-Brooklyn College 1991 — 1993
Economics
Theodore B. Smith III Theodore B. Smith III's Bear Stearns Experience January 1986 - January 1989
Job Managing Director at The Geier Group LLC
Industry Venture Capital & Private Equity
Experience
Rogers Investment Advisors K.K. September 2015 - Present
The Geier Group LLC January 2012 - Present
Canrock Ventures January 2010 - Present
GTT December 2007 - Present
General Sentiment January 2011 - Present
Karma411 October 2008 - Present
John Hassall.Inc. January 1997 - December 2014
Bear Stearns January 1986 - January 1989
Skills
Start-ups, Product Development, Strategic Planning, Entrepreneurship, New Business Development, Mergers, Business Strategy, Negotiation, Account Management, Product Management, Marketing Strategy, Mergers & Acquisitions, Management, Market Research, Online Advertising, Sales, Analytics, Leadership, Marketing, Venture Capital
Education
Colgate University
BA, Economics, Art
Rogers Investment Advisors K.K. September 2015 - Present
The Geier Group LLC January 2012 - Present
Canrock Ventures January 2010 - Present
GTT December 2007 - Present
General Sentiment January 2011 - Present
Karma411 October 2008 - Present
John Hassall.Inc. January 1997 - December 2014
Bear Stearns January 1986 - January 1989
Skills
Start-ups, Product Development, Strategic Planning, Entrepreneurship, New Business Development, Mergers, Business Strategy, Negotiation, Account Management, Product Management, Marketing Strategy, Mergers & Acquisitions, Management, Market Research, Online Advertising, Sales, Analytics, Leadership, Marketing, Venture Capital
Education
Colgate University
BA, Economics, Art
David Mordue's Bear Stearns Experience January 1995 - October 1995
Job Business Development / Project Leadership & Support
Industry Program Development
Experience
Amazon September 2015 - Present
Amazon September 2015 - Present
Insurance Advisory Group LLC January 2014 - June 2015
Wells Fargo March 2009 - January 2013
Seattle Pacific Funding April 2007 - February 2009
Wells Fargo August 2000 - April 2007
NCO Financial Systems April 1998 - July 2000
ICT Group ( recently acquired by Sykes Outsourcing & Offshoring ) July 1996 - November 1997
Bear Stearns January 1995 - October 1995
Skills
CRM Integration, Banking, Finance, Financial Analysis, Investments, Project Management, Investment Banking, Mortgage Banking, Credit, Portfolio Management, Credit Risk, Business Analysis, Entrepreneurship, Microsoft CRM, Pipeline Development, Marketing Intelligence, Loss Mitigation, Project Initiation, Software Implementation, Financial Software..., Software Implementation..., Innovation, Business Innovation, SQL, Analysis Services, Competitive Intelligence, Leadership Management, Change Management, Information Systems..., Information Security..., Information Architecture, MIS, Microsoft SQL Server, SQL Server Management..., Database Design, Relational Databases, Database Administration, Business Strategy, Mortgage Lending, Business Process..., CRM, Management, Customer Service, Sales, Analysis, Consulting, Analytics
Education
City University of Seattle
Master of Business Administration (M.B.A.), MBA
Columbia Basin College 2013 — 2014
Associate's Degree, Computer Science / Database Administration / Network Security, 3.79
Columbia Basin College 2013 — 2014
Database Management Certification, Computer Science / Database Systems / Database Design
Huthwaite Innovation Institute 2012 — 2012
Certificate in LEAN Design, LEAN Design
State University of New York College at Buffalo 1998 — 2000
Bachelor's Degree, Finance & Business Economics
Niagara College 1994 — 1997
Associate's Degree, Business Administration and Management, General
Amazon September 2015 - Present
Amazon September 2015 - Present
Insurance Advisory Group LLC January 2014 - June 2015
Wells Fargo March 2009 - January 2013
Seattle Pacific Funding April 2007 - February 2009
Wells Fargo August 2000 - April 2007
NCO Financial Systems April 1998 - July 2000
ICT Group ( recently acquired by Sykes Outsourcing & Offshoring ) July 1996 - November 1997
Bear Stearns January 1995 - October 1995
Skills
CRM Integration, Banking, Finance, Financial Analysis, Investments, Project Management, Investment Banking, Mortgage Banking, Credit, Portfolio Management, Credit Risk, Business Analysis, Entrepreneurship, Microsoft CRM, Pipeline Development, Marketing Intelligence, Loss Mitigation, Project Initiation, Software Implementation, Financial Software..., Software Implementation..., Innovation, Business Innovation, SQL, Analysis Services, Competitive Intelligence, Leadership Management, Change Management, Information Systems..., Information Security..., Information Architecture, MIS, Microsoft SQL Server, SQL Server Management..., Database Design, Relational Databases, Database Administration, Business Strategy, Mortgage Lending, Business Process..., CRM, Management, Customer Service, Sales, Analysis, Consulting, Analytics
Education
City University of Seattle
Master of Business Administration (M.B.A.), MBA
Columbia Basin College 2013 — 2014
Associate's Degree, Computer Science / Database Administration / Network Security, 3.79
Columbia Basin College 2013 — 2014
Database Management Certification, Computer Science / Database Systems / Database Design
Huthwaite Innovation Institute 2012 — 2012
Certificate in LEAN Design, LEAN Design
State University of New York College at Buffalo 1998 — 2000
Bachelor's Degree, Finance & Business Economics
Niagara College 1994 — 1997
Associate's Degree, Business Administration and Management, General
Jonathan Marlow's Bear Stearns Experience July 2002 - May 2004
Job Principal at MidOcean Partners
Industry Venture Capital & Private Equity
Experience
MidOcean Partners May 2009 - Present
Investcorp April 2006 - December 2008
J.F. Lehman & Company June 2004 - March 2006
Bear Stearns July 2002 - May 2004
Education
Colby College 1998 — 2002
B.A., Economics, International Studies
The Taft School
MidOcean Partners May 2009 - Present
Investcorp April 2006 - December 2008
J.F. Lehman & Company June 2004 - March 2006
Bear Stearns July 2002 - May 2004
Education
Colby College 1998 — 2002
B.A., Economics, International Studies
The Taft School
Tim Dowling Tim Dowling's Bear Stearns Experience September 1983 - December 1989
Job Lead PM Global High Yield, Director of Credit Investing at ING Investment Management
Industry Financial Services
Experience
ING Investment Management March 2013 - Present
ING Investment Management January 2012 - Present
Rogge Global Partners July 2008 - November 2010
ING Investment Management (NY) 2005 - 2008
Wachovia Securities, LLC December 1995 - July 2004
Libra Investments June 1991 - December 1995
Jefferies & Company January 1990 - June 1991
Bear Stearns September 1983 - December 1989
Skills
Credit Analysis, Portfolio Management, Launch Of New Products, Series 24
Education
Colgate University 1979 — 1983
BA, History
ING Investment Management March 2013 - Present
ING Investment Management January 2012 - Present
Rogge Global Partners July 2008 - November 2010
ING Investment Management (NY) 2005 - 2008
Wachovia Securities, LLC December 1995 - July 2004
Libra Investments June 1991 - December 1995
Jefferies & Company January 1990 - June 1991
Bear Stearns September 1983 - December 1989
Skills
Credit Analysis, Portfolio Management, Launch Of New Products, Series 24
Education
Colgate University 1979 — 1983
BA, History
Jonathan Keeley Jonathan Keeley's Bear Stearns Experience May 1998 - May 2000
Job Network Engineer at NY Municipality
Industry Computer Networking
Experience
NY Municipality March 2013 - Present
Verigent + Workbridge + Robert Half March 2012 - March 2013
Manhattan School of Music May 2002 - July 2010
Second Congregational Church of Greenwich, CT September 2005 - June 2009
Independent Contractor April 2001 - October 2006
Prism Communications April 2000 - March 2001
Bear Stearns May 1998 - May 2000
Morgan Stanley January 1996 - April 1998
Morgan Stanley January 1994 - January 1996
Skills
Supervisory Experience, Contract Negotiation, Project Management, Inventory Management, Leadership, Data Center, Program Management, Troubleshooting, Microsoft Office, Customer Service, Outlook, VPN, Cisco Technologies, Routers, System Administration, VMware Infrastructure, Cloud Storage, VoIP protocols SIP, Wireless Networking, Unix, Networking, Cloud Computing, VoIP, MPLS, Telecommunications, SIP, Security, VMware, Servers
Education
City University of New York-Brooklyn College 2009 — 2011
MM
Manhattan School of Music 1988 — 1993
BM
NY Municipality March 2013 - Present
Verigent + Workbridge + Robert Half March 2012 - March 2013
Manhattan School of Music May 2002 - July 2010
Second Congregational Church of Greenwich, CT September 2005 - June 2009
Independent Contractor April 2001 - October 2006
Prism Communications April 2000 - March 2001
Bear Stearns May 1998 - May 2000
Morgan Stanley January 1996 - April 1998
Morgan Stanley January 1994 - January 1996
Skills
Supervisory Experience, Contract Negotiation, Project Management, Inventory Management, Leadership, Data Center, Program Management, Troubleshooting, Microsoft Office, Customer Service, Outlook, VPN, Cisco Technologies, Routers, System Administration, VMware Infrastructure, Cloud Storage, VoIP protocols SIP, Wireless Networking, Unix, Networking, Cloud Computing, VoIP, MPLS, Telecommunications, SIP, Security, VMware, Servers
Education
City University of New York-Brooklyn College 2009 — 2011
MM
Manhattan School of Music 1988 — 1993
BM
Joseph Bufalini Joseph Bufalini's Bear Stearns Experience 1997 - 2000
Job Chief of StaffGlobal Business Office Head
Industry Financial Services
Experience
Citi January 2010 - Present
New York Life Investment Management LLC 2006 - 2010
Deutsche Asset Management 2000 - 2006
Zurich Scudder Investments 2000 - 2002
Bear Stearns 1997 - 2000
Skills
Financial Analysis, Strategic Planning, Expense Management, Asset Management, Budgeting, Forecasting, Financial Reporting, Strategic Financial..., Mutual Funds, Financial Services, Variance Analysis, Budgets, Asset Managment, Financial Modeling, Management, Essbase, Analysis, Finance, Analytics, Financial Risk, Corporate Finance, Investment Banking, Business Analysis, Capital Markets, Hedge Funds, Risk Management, Financial Planning
Education
City University of New York-College of Staten Island
BS, Accounting and Finance
Citi January 2010 - Present
New York Life Investment Management LLC 2006 - 2010
Deutsche Asset Management 2000 - 2006
Zurich Scudder Investments 2000 - 2002
Bear Stearns 1997 - 2000
Skills
Financial Analysis, Strategic Planning, Expense Management, Asset Management, Budgeting, Forecasting, Financial Reporting, Strategic Financial..., Mutual Funds, Financial Services, Variance Analysis, Budgets, Asset Managment, Financial Modeling, Management, Essbase, Analysis, Finance, Analytics, Financial Risk, Corporate Finance, Investment Banking, Business Analysis, Capital Markets, Hedge Funds, Risk Management, Financial Planning
Education
City University of New York-College of Staten Island
BS, Accounting and Finance
Joseph Stamatiades Joseph Stamatiades's Bear Stearns Experience 1989 - 2008
Job Vice President at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase March 2008 - Present
Bear Stearns 1989 - 2008
Paine Webber November 1987 - December 1988
ADP 1983 - 1988
Education
City University of New York-Herbert H. Lehman College 1978 — 1981
B.A., Business Management
JPMorgan Chase March 2008 - Present
Bear Stearns 1989 - 2008
Paine Webber November 1987 - December 1988
ADP 1983 - 1988
Education
City University of New York-Herbert H. Lehman College 1978 — 1981
B.A., Business Management
Mary V. Yurch Mary V. Yurch's Bear Stearns Experience July 2005 - May 2008
Job Category Management of Fine Jewelry and Merchandising Special Projects at Tiffany & Co.
Industry Retail
Experience
Tiffany & Company June 2015 - Present
Tiffany & Co. March 2014 - May 2015
Tiffany & Co. June 2012 - February 2014
Seven Bar Foundation February 2012 - May 2012
CIBC June 2011 - August 2011
J.P. Morgan June 2008 - July 2010
Bear Stearns July 2005 - May 2008
Skills
Trend Analysis, Analytics, Project Management, Luxury Goods, Retail, Strategic Planning, Microsoft Excel, PowerPoint, Financial Analysis, Valuation, Trading, Financial Modeling, Due Diligence, Corporate Finance, Microsoft Office, Business Objects, JDE Enterprise One, Tableau
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Retail, Marketing, Finance
Colgate University 2001 — 2005
BA, Mathematical Economics
Tiffany & Company June 2015 - Present
Tiffany & Co. March 2014 - May 2015
Tiffany & Co. June 2012 - February 2014
Seven Bar Foundation February 2012 - May 2012
CIBC June 2011 - August 2011
J.P. Morgan June 2008 - July 2010
Bear Stearns July 2005 - May 2008
Skills
Trend Analysis, Analytics, Project Management, Luxury Goods, Retail, Strategic Planning, Microsoft Excel, PowerPoint, Financial Analysis, Valuation, Trading, Financial Modeling, Due Diligence, Corporate Finance, Microsoft Office, Business Objects, JDE Enterprise One, Tableau
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Retail, Marketing, Finance
Colgate University 2001 — 2005
BA, Mathematical Economics
John Baclawski John Baclawski's Bear Stearns Experience June 2007 - June 2008
Job Vice President at Eaton Partners
Industry Financial Services
Experience
Eaton Partners January 2015 - Present
HFF 2014 - 2014
Wells Fargo Securities June 2011 - 2013
Cantor Fitzgerald February 2010 - July 2011
Conde Nast June 2009 - October 2009
Vail Resorts December 2008 - April 2009
Bear Stearns June 2007 - June 2008
Skills
Financial Modeling, Valuation, Equities, Series 7, Bloomberg, Private Equity, Investments, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Due Diligence, Securities, Asset Management, Finance, Hedge Funds, Strategy, Fixed Income, Management, Trading, Mutual Funds, Alternative Investments, Corporate Finance, Portfolio Management
Education
Colgate University 2003 — 2007
BA, History, Economics
Lake Forest High School
Eaton Partners January 2015 - Present
HFF 2014 - 2014
Wells Fargo Securities June 2011 - 2013
Cantor Fitzgerald February 2010 - July 2011
Conde Nast June 2009 - October 2009
Vail Resorts December 2008 - April 2009
Bear Stearns June 2007 - June 2008
Skills
Financial Modeling, Valuation, Equities, Series 7, Bloomberg, Private Equity, Investments, Financial Analysis, Capital Markets, Investment Banking, Mergers & Acquisitions, Due Diligence, Securities, Asset Management, Finance, Hedge Funds, Strategy, Fixed Income, Management, Trading, Mutual Funds, Alternative Investments, Corporate Finance, Portfolio Management
Education
Colgate University 2003 — 2007
BA, History, Economics
Lake Forest High School
Karen Vining, CSA, RFC Karen Vining, CSA, RFC's Bear Stearns Experience January 1986 - April 1987
Job Financial Advisor with Vining Financial Services specializing in Wealth Managment | Investments | Insurance
Industry Financial Services
Experience
Vining Financial Services, Inc. A Registered Investment Advisor January 1995 - Present
Keogler Morgan January 1988 - December 1997
Bear Stearns January 1986 - April 1987
Skills
Retirement Planning, Wealth Management, Retirement, Investment Advisory, Estate Planning, Securities, Financial Services, 401k, Personal Finance, Disability Insurance, FINRA, Fixed Annuities, Wealth Management..., Finance, Tax, Mutual Funds, IRAs, Investments, Long-term Care, 401k Rollovers, Life Insurance, Financial Planning, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Indexed Annuities, Series 7, Insurance
Education
College for Financial Planning 1996 — 1998
Oglethorpe University 1968 — 1972
BA Education
Vining Financial Services, Inc. A Registered Investment Advisor January 1995 - Present
Keogler Morgan January 1988 - December 1997
Bear Stearns January 1986 - April 1987
Skills
Retirement Planning, Wealth Management, Retirement, Investment Advisory, Estate Planning, Securities, Financial Services, 401k, Personal Finance, Disability Insurance, FINRA, Fixed Annuities, Wealth Management..., Finance, Tax, Mutual Funds, IRAs, Investments, Long-term Care, 401k Rollovers, Life Insurance, Financial Planning, Term Life Insurance, Permanent Life Insurance, Long Term Care Insurance, Indexed Annuities, Series 7, Insurance
Education
College for Financial Planning 1996 — 1998
Oglethorpe University 1968 — 1972
BA Education
Nick Vidal Nick Vidal's Bear Stearns Experience May 1998 - June 2000
Job Helping middle class families get properly protected, eliminate their debt and reach financial independence
Industry Financial Services
Experience
Primerica February 2014 - Present
Lash and Associates October 2008 - November 2013
US Clearing / Fleet Securities June 2000 - July 2002
Bear Stearns May 1998 - June 2000
SIAC January 1990 - May 1998
ADP - Brokerage Services Division November 1976 - January 1990
Skills
Strategic Planning, Team Building, Social Media, Research, Project Management, Management, Product Development, Blogging, Adolescents, Public Relations, SEO, Marketing, Event Planning, Marketing Strategy, Web Technologies, Marketing Communications, Training, Entrepreneurship, Leadership, Leadership Development
Education
Hunter College
Primerica February 2014 - Present
Lash and Associates October 2008 - November 2013
US Clearing / Fleet Securities June 2000 - July 2002
Bear Stearns May 1998 - June 2000
SIAC January 1990 - May 1998
ADP - Brokerage Services Division November 1976 - January 1990
Skills
Strategic Planning, Team Building, Social Media, Research, Project Management, Management, Product Development, Blogging, Adolescents, Public Relations, SEO, Marketing, Event Planning, Marketing Strategy, Web Technologies, Marketing Communications, Training, Entrepreneurship, Leadership, Leadership Development
Education
Hunter College
Shawn Gardner's Bear Stearns Experience 1986 - 1992
Job Luxury Real Estate | Fairfield County CT
Industry Real Estate
Experience
William Raveis Real Estate 2011 - Present
Blaze-In Sportswear July 2011 - 2013
Autoluxe Media Group 2008 - 2010
Robb Report Magazine 1996 - 2003
CBS Broadcasting 1992 - 1996
Bear Stearns 1986 - 1992
Skills
Apparel, Marketing Strategy, Magazines, Advertising, Marketing, Real Estate, Social Media Marketing, Social Media, Fashion, Brand Development, Public Relations, Online Advertising, Social Networking, Negotiation, Online Marketing, Selling, Sales Management, Email Marketing, Advertising Sales, New Business Development, Direct Marketing, Marketing Communications, Lead Generation, Sellers, Small Business, Entrepreneurship, Strategic Partnerships, Relocation, Real Estate Transactions, Strategy, Residential Homes, Business Planning, Contract Negotiation, Sales
Education
Colgate University
BA, Economics
Kent Place School
William Raveis Real Estate 2011 - Present
Blaze-In Sportswear July 2011 - 2013
Autoluxe Media Group 2008 - 2010
Robb Report Magazine 1996 - 2003
CBS Broadcasting 1992 - 1996
Bear Stearns 1986 - 1992
Skills
Apparel, Marketing Strategy, Magazines, Advertising, Marketing, Real Estate, Social Media Marketing, Social Media, Fashion, Brand Development, Public Relations, Online Advertising, Social Networking, Negotiation, Online Marketing, Selling, Sales Management, Email Marketing, Advertising Sales, New Business Development, Direct Marketing, Marketing Communications, Lead Generation, Sellers, Small Business, Entrepreneurship, Strategic Partnerships, Relocation, Real Estate Transactions, Strategy, Residential Homes, Business Planning, Contract Negotiation, Sales
Education
Colgate University
BA, Economics
Kent Place School
RICHARD ROCCANOVA Jr. RICHARD ROCCANOVA Jr.'s Bear Stearns Experience 1998 - 2000
Job Material Damage Supervisor at American Commerce Insurance, a MAPFRE Company
Industry Insurance
Experience
Mapfre June 2013 - Present
Mapfre January 2011 - June 2013
Progressive Insurance September 2002 - December 2010
Sigma Alpha Mu Golf Outing For Autism Speaks February 2009 - November 2010
ING June 2000 - July 2002
Bear Stearns 1998 - 2000
Skills
Team Building, Property & Casualty..., Coaching, Strategic Planning, Liability, Analysis, Underwriting, Process Improvement, Risk Management, Training, Negotiation, Microsoft Office, Business Analysis, Sales Management, Claims Resolution, Automotive, Customer Service, E-Learning, Food, Problem Solving, Quality Assurance, Quality System, Quality Auditing, Customer Satisfaction, Management, Insurance, Claim, New Business Development, Leadership, Claims Management
Education
The Institutes 2012 — 2015
AIC ( Associate in Claims)
Harvard Business School 2013 — 2014
Management Essentials Program
Coach Blauers Summer Camp 2009 2009 — 2009
City University of New York-Brooklyn College 1991 — 1994
BA, Social Studies
XAVERIAN 1985 — 1989
St. Finbar's 1976 — 1985
Mapfre June 2013 - Present
Mapfre January 2011 - June 2013
Progressive Insurance September 2002 - December 2010
Sigma Alpha Mu Golf Outing For Autism Speaks February 2009 - November 2010
ING June 2000 - July 2002
Bear Stearns 1998 - 2000
Skills
Team Building, Property & Casualty..., Coaching, Strategic Planning, Liability, Analysis, Underwriting, Process Improvement, Risk Management, Training, Negotiation, Microsoft Office, Business Analysis, Sales Management, Claims Resolution, Automotive, Customer Service, E-Learning, Food, Problem Solving, Quality Assurance, Quality System, Quality Auditing, Customer Satisfaction, Management, Insurance, Claim, New Business Development, Leadership, Claims Management
Education
The Institutes 2012 — 2015
AIC ( Associate in Claims)
Harvard Business School 2013 — 2014
Management Essentials Program
Coach Blauers Summer Camp 2009 2009 — 2009
City University of New York-Brooklyn College 1991 — 1994
BA, Social Studies
XAVERIAN 1985 — 1989
St. Finbar's 1976 — 1985
Joshua Q Satten's Bear Stearns Experience June 2005 - August 2006
Job Enterprise Business Architect at Northern Trust
Industry Financial Services
Experience
Northern Trust Corporation November 2014 - April 2015
Northern Trust Corporation March 2014 - November 2014
Northern Trust Corporation August 2011 - March 2014
Omnium LLC (Subsidiary of Citadel Investment Group, LLC) September 2010 - August 2011
BlueMountain Capital Management LLC August 2006 - August 2010
Bear Stearns June 2005 - August 2006
JPMorgan Chase September 2003 - December 2004
JPMorgan Chase June 2001 - September 2003
Skills
Derivatives, Hedge Funds, FX, Settlements, Equities, CDS, Interest Rate Swaps, Equity Swaps, Swaps, Swaptions, FX Options, Operations, Operations Management, Reconciliations, Credit Derivatives, Equity Derivatives, Interest Rate..., Exotic Derivatives, Account Reconciliation, Settlement, Alternative Investments, Bonds, Capital Markets, Financial Services, Fixed Income, Middle Office, Options, Securities, Structured Products, Trading
Education
Illinois Institute of Technology
Doctor of Philosophy (PhD), Management Science
Fordham Gabelli School of Business
Executive Master of Business Administration (EMBA), General Management and Finance
City University of New York-Hunter College
Master of Science (MS), Urban Affairs
Fordham University
Bachelor of Arts (B.A.), Sociology and Economics
Northern Trust Corporation November 2014 - April 2015
Northern Trust Corporation March 2014 - November 2014
Northern Trust Corporation August 2011 - March 2014
Omnium LLC (Subsidiary of Citadel Investment Group, LLC) September 2010 - August 2011
BlueMountain Capital Management LLC August 2006 - August 2010
Bear Stearns June 2005 - August 2006
JPMorgan Chase September 2003 - December 2004
JPMorgan Chase June 2001 - September 2003
Skills
Derivatives, Hedge Funds, FX, Settlements, Equities, CDS, Interest Rate Swaps, Equity Swaps, Swaps, Swaptions, FX Options, Operations, Operations Management, Reconciliations, Credit Derivatives, Equity Derivatives, Interest Rate..., Exotic Derivatives, Account Reconciliation, Settlement, Alternative Investments, Bonds, Capital Markets, Financial Services, Fixed Income, Middle Office, Options, Securities, Structured Products, Trading
Education
Illinois Institute of Technology
Doctor of Philosophy (PhD), Management Science
Fordham Gabelli School of Business
Executive Master of Business Administration (EMBA), General Management and Finance
City University of New York-Hunter College
Master of Science (MS), Urban Affairs
Fordham University
Bachelor of Arts (B.A.), Sociology and Economics
Carlos Rodriguez, CFA, CAIA Carlos Rodriguez, CFA, CAIA's Bear Stearns Experience March 2007 - October 2008
Job Senior Portfolio Specialist and Relationship Manager at Newton Capital Management
Industry Investment Management
Experience
Newton Capital Management October 2008 - Present
Bear Stearns March 2007 - October 2008
Oppenhiemer & Co. Inc 2005 - 2006
Skills
Investments, Equities, Fixed Income, Asset Management, Portfolio Management, Alternative Investments, Hedge Funds, Investment Management, Securities, Wealth Management, Mutual Funds, Derivatives, Asset Allocation, Series 7, Emerging Markets, Finance, Investment Strategies, Separately Managed..., Relationship Management
Education
Chartered Alternative Investment Analyst Association 2013 — 2013
CAIA Charter Holder, Alternative Investments
CFA Institute 2007 — 2010
CFA Charter Holder, Finance
City University of New York-Hunter College 2006 — 2007
Masters, Economics
City University of New York-Hunter College 2001 — 2005
Bachelors, Economics
Newton Capital Management October 2008 - Present
Bear Stearns March 2007 - October 2008
Oppenhiemer & Co. Inc 2005 - 2006
Skills
Investments, Equities, Fixed Income, Asset Management, Portfolio Management, Alternative Investments, Hedge Funds, Investment Management, Securities, Wealth Management, Mutual Funds, Derivatives, Asset Allocation, Series 7, Emerging Markets, Finance, Investment Strategies, Separately Managed..., Relationship Management
Education
Chartered Alternative Investment Analyst Association 2013 — 2013
CAIA Charter Holder, Alternative Investments
CFA Institute 2007 — 2010
CFA Charter Holder, Finance
City University of New York-Hunter College 2006 — 2007
Masters, Economics
City University of New York-Hunter College 2001 — 2005
Bachelors, Economics
W. Davis Griffin's Bear Stearns Experience July 1996 - October 1999
Job Director, River Cities Capital Funds
Industry Venture Capital & Private Equity
Experience
River Cities Capital Funds October 2010 - Present
National City Capital Markets January 2005 - May 2009
Lehman Brothers October 1999 - April 2002
Bear Stearns July 1996 - October 1999
Skills
Mergers, Private Equity, Investment Banking, Investments, Equities, Strategy, Healthcare, Business Development, Growth Capital, Healthcare Information..., Venture Capital, Financial Modeling, Valuation, Middle Market, Due Diligence, Corporate Finance, Start-ups, Mergers & Acquisitions, Corporate Development, M&A experience, Funding, Portfolio Management, Entrepreneurship, Capital, Business Valuation, LBO
Education
University of Virginia Darden School of Business 1994 — 1996
MBA
Colgate University 1986 — 1990
BA
Indian Hill High School
Indian Hill High School
River Cities Capital Funds October 2010 - Present
National City Capital Markets January 2005 - May 2009
Lehman Brothers October 1999 - April 2002
Bear Stearns July 1996 - October 1999
Skills
Mergers, Private Equity, Investment Banking, Investments, Equities, Strategy, Healthcare, Business Development, Growth Capital, Healthcare Information..., Venture Capital, Financial Modeling, Valuation, Middle Market, Due Diligence, Corporate Finance, Start-ups, Mergers & Acquisitions, Corporate Development, M&A experience, Funding, Portfolio Management, Entrepreneurship, Capital, Business Valuation, LBO
Education
University of Virginia Darden School of Business 1994 — 1996
MBA
Colgate University 1986 — 1990
BA
Indian Hill High School
Indian Hill High School
Kara Hudon Kara Hudon's Bear Stearns Experience February 2000 - June 2003
Job Math PD Specialist for The PERC Program (NSF grant) at RFCUNY
Industry Primary/Secondary Education
Experience
RFCUNY September 2012 - Present
Hunter College August 2009 - Present
NYCDOE September 2003 - August 2012
Bear Stearns February 2000 - June 2003
New York Hall of Science July 1998 - 1998
Skills
Teaching, Curriculum Development, Staff Development, Instructional Technology, Grants, Higher Education, Tutoring, Mathematics Education, Secondary Education, Lesson Planning, Classroom, Instructional Design, Program Development, Teacher Training, Educational Technology, Curriculum Design, University Teaching, Research, Public Speaking, Educational Leadership
Education
City University of New York Graduate Center 2007 — 2017
Doctorate, Urban Education
City University of New York-Hunter College 2003 — 2005
MA, Secondary Math Education
City University of New York-Queens College 1996 — 2000
BA, Applied Mathematics
RFCUNY September 2012 - Present
Hunter College August 2009 - Present
NYCDOE September 2003 - August 2012
Bear Stearns February 2000 - June 2003
New York Hall of Science July 1998 - 1998
Skills
Teaching, Curriculum Development, Staff Development, Instructional Technology, Grants, Higher Education, Tutoring, Mathematics Education, Secondary Education, Lesson Planning, Classroom, Instructional Design, Program Development, Teacher Training, Educational Technology, Curriculum Design, University Teaching, Research, Public Speaking, Educational Leadership
Education
City University of New York Graduate Center 2007 — 2017
Doctorate, Urban Education
City University of New York-Hunter College 2003 — 2005
MA, Secondary Math Education
City University of New York-Queens College 1996 — 2000
BA, Applied Mathematics
Eric Scheffler Eric Scheffler's Bear Stearns Experience 2004 - 2007
Job Principal Glacier Global Partners
Industry Real Estate
Experience
Glacier Global Partners February 2010 - Present
Madison Realty Capital 2007 - 2010
Bear Stearns 2004 - 2007
Winston & Strawn LLP 2000 - 2005
Blank Rome LLP 1997 - 2000
Scheffler, King and Bender 1994 - 1997
Skills
Due Diligence, Loans, Mortgage Lending, Valuation, Asset Managment, Bankruptcy, Real Estate, Real Estate Economics, Real Estate Development, Mergers, Real Estate Transactions, Litigation, Investments, Commercial Litigation, Corporate Law, Structured Finance, Asset Management, Real Estate Financing, Commercial Real Estate, Financial Structuring, Restructuring, Portfolio Management, Finance, Mergers & Acquisitions, Loan Origination
Education
Fordham University School of Law 1991 — 1994
JD
Colgate University 1987 — 1991
BA, Economics, Philosophy
Glacier Global Partners February 2010 - Present
Madison Realty Capital 2007 - 2010
Bear Stearns 2004 - 2007
Winston & Strawn LLP 2000 - 2005
Blank Rome LLP 1997 - 2000
Scheffler, King and Bender 1994 - 1997
Skills
Due Diligence, Loans, Mortgage Lending, Valuation, Asset Managment, Bankruptcy, Real Estate, Real Estate Economics, Real Estate Development, Mergers, Real Estate Transactions, Litigation, Investments, Commercial Litigation, Corporate Law, Structured Finance, Asset Management, Real Estate Financing, Commercial Real Estate, Financial Structuring, Restructuring, Portfolio Management, Finance, Mergers & Acquisitions, Loan Origination
Education
Fordham University School of Law 1991 — 1994
JD
Colgate University 1987 — 1991
BA, Economics, Philosophy
Eric Ahlgren's Bear Stearns Experience May 2005 - September 2007
Job Vice President at Bessemer Venture Partners
Industry Venture Capital & Private Equity
Experience
Bessemer Venture Partners July 2013 - Present
Summit Partners October 2007 - August 2011
Bear Stearns May 2005 - September 2007
Skills
Financial Modeling, Venture Capital, Private Equity, Corporate Development, Investments, Valuation, Due Diligence, Financial Analysis, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
MBA
Colgate University 2000 — 2004
Belmont Hill School 1997 — 2000
Bessemer Venture Partners July 2013 - Present
Summit Partners October 2007 - August 2011
Bear Stearns May 2005 - September 2007
Skills
Financial Modeling, Venture Capital, Private Equity, Corporate Development, Investments, Valuation, Due Diligence, Financial Analysis, Capital Markets
Education
Massachusetts Institute of Technology - Sloan School of Management 2011 — 2013
MBA
Colgate University 2000 — 2004
Belmont Hill School 1997 — 2000
Jacqueline Moody's Bear Stearns Experience 1994 - 1997
Job Chief Creative Officer, Head Writer at Moody Studios
Industry Entertainment
Experience
Moody Studios January 2012 - Present
YaddaYaddaCo. June 2011 - Present
Word World LLC 2002 - January 2012
Soundprints / Studio Mouse 2004 - 2005
Banc of America Securities 1997 - 2002
Bear Stearns 1994 - 1997
Fitch Ratings 1992 - 1994
Skills
Advertising, Storytelling, Content Strategy, Television, Broadcast, New Media, Editing, Licensing, Film, Comedy, Digital Media, Screenwriter, Creative Direction, Entertainment, Final Cut Pro, Character Animation, Screenwriting, Copywriting, Post Production, Video Production, Film Production, Commercials
Education
City University of New York-Herbert H. Lehman College
Moody Studios January 2012 - Present
YaddaYaddaCo. June 2011 - Present
Word World LLC 2002 - January 2012
Soundprints / Studio Mouse 2004 - 2005
Banc of America Securities 1997 - 2002
Bear Stearns 1994 - 1997
Fitch Ratings 1992 - 1994
Skills
Advertising, Storytelling, Content Strategy, Television, Broadcast, New Media, Editing, Licensing, Film, Comedy, Digital Media, Screenwriter, Creative Direction, Entertainment, Final Cut Pro, Character Animation, Screenwriting, Copywriting, Post Production, Video Production, Film Production, Commercials
Education
City University of New York-Herbert H. Lehman College
Nancy Zierman's Bear Stearns Experience May 1998 - June 2000
Job Applied Business Architect at Nordstrom
Industry Retail
Experience
Nordstrom July 2015 - Present
Nordstrom March 2013 - July 2015
Nordstrom May 2012 - March 2013
Nordstrom August 2011 - April 2012
Nordstrom August 2010 - August 2011
Rainier Investment Management May 2009 - December 2009
Thomson Reuters September 2007 - August 2008
Russell Investments July 2006 - August 2007
Russell Investments May 2004 - June 2006
Bear Stearns May 1998 - June 2000
Skills
Business Analysis, Cross-functional Team..., Product Management, Process Improvement, Project Management, Analysis, Management, Vendor Management, Product Development, Strategic Planning
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2002
MBA, Entrepreneurship
Colby College 1992 — 1996
BA, Economics
Nordstrom July 2015 - Present
Nordstrom March 2013 - July 2015
Nordstrom May 2012 - March 2013
Nordstrom August 2011 - April 2012
Nordstrom August 2010 - August 2011
Rainier Investment Management May 2009 - December 2009
Thomson Reuters September 2007 - August 2008
Russell Investments July 2006 - August 2007
Russell Investments May 2004 - June 2006
Bear Stearns May 1998 - June 2000
Skills
Business Analysis, Cross-functional Team..., Product Management, Process Improvement, Project Management, Analysis, Management, Vendor Management, Product Development, Strategic Planning
Education
University of Colorado Boulder - Leeds School of Business 2000 — 2002
MBA, Entrepreneurship
Colby College 1992 — 1996
BA, Economics
David Kavrell's Bear Stearns Experience 1982 - 1992
Job Managing Director at Monarch Bay Securities
Industry Financial Services
Experience
Monarch Bay Securities September 2013 - Present
Merriman Capital May 2013 - September 2013
Sutter Securities December 2001 - April 2013
Montgomery Securities 1992 - 1996
Bear Stearns 1982 - 1992
Goldman Sachs 1978 - 1983
Skills
Equities, Investments, Fixed Income, Capital Markets, Alternative Investments, Investment Banking, Private Equity, Securities, Financial Modeling, Derivatives, Mergers & Acquisitions, Venture Capital
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Economics
Claremont McKenna College 1973 — 1976
Monarch Bay Securities September 2013 - Present
Merriman Capital May 2013 - September 2013
Sutter Securities December 2001 - April 2013
Montgomery Securities 1992 - 1996
Bear Stearns 1982 - 1992
Goldman Sachs 1978 - 1983
Skills
Equities, Investments, Fixed Income, Capital Markets, Alternative Investments, Investment Banking, Private Equity, Securities, Financial Modeling, Derivatives, Mergers & Acquisitions, Venture Capital
Education
The University of Chicago Booth School of Business 1976 — 1978
MBA, Economics
Claremont McKenna College 1973 — 1976
Eric Richmond's Bear Stearns Experience 2002 - 2007
Job Regional Consultant at TriNet
Industry Financial Services
Experience
TriNet May 2013 - Present
Bonds.com February 2012 - December 2012
Vantage Capital Group 2011 - 2012
R.W. Pressprich April 2007 - March 2011
Bear Stearns 2002 - 2007
Skills
High Yield, Trading, Fixed Income, FINRA, Bonds, Hedge Funds, Series 7, Capital Markets, Private Equity, Electronic Trading, Leveraged Finance, Valuation, Bloomberg, Securities
Education
Colby College 1995 — 1999
Economics w/ a concentration in financial markets
Claremont McKenna College 1998 — 1998
Economics/Finance
The Pingry School 1993 — 1995
TriNet May 2013 - Present
Bonds.com February 2012 - December 2012
Vantage Capital Group 2011 - 2012
R.W. Pressprich April 2007 - March 2011
Bear Stearns 2002 - 2007
Skills
High Yield, Trading, Fixed Income, FINRA, Bonds, Hedge Funds, Series 7, Capital Markets, Private Equity, Electronic Trading, Leveraged Finance, Valuation, Bloomberg, Securities
Education
Colby College 1995 — 1999
Economics w/ a concentration in financial markets
Claremont McKenna College 1998 — 1998
Economics/Finance
The Pingry School 1993 — 1995
Noah Parquette, CFA's Bear Stearns Experience June 2001 - March 2006
Job Vice President Equity Research at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan April 2015 - Present
Canaccord Genuity Inc. April 2014 - January 2015
Maxim Group October 2013 - April 2014
Global Hunter Securities April 2012 - April 2013
Cantor Fitzgerald June 2007 - March 2012
Bear Stearns June 2001 - March 2006
Skills
Capital Markets, Equity Research, Valuation, Financial Modeling, Equities, Investment Banking, Economics, Finance, Hedge Funds, Private Equity, Due Diligence, Fixed Income, Investments, Derivatives
Education
Colgate University 1999 — 2001
BA, Classical Studies
University of Chicago 1997 — 1999
BHS 1993 — 1997
New York University
J.P. Morgan April 2015 - Present
Canaccord Genuity Inc. April 2014 - January 2015
Maxim Group October 2013 - April 2014
Global Hunter Securities April 2012 - April 2013
Cantor Fitzgerald June 2007 - March 2012
Bear Stearns June 2001 - March 2006
Skills
Capital Markets, Equity Research, Valuation, Financial Modeling, Equities, Investment Banking, Economics, Finance, Hedge Funds, Private Equity, Due Diligence, Fixed Income, Investments, Derivatives
Education
Colgate University 1999 — 2001
BA, Classical Studies
University of Chicago 1997 — 1999
BHS 1993 — 1997
New York University
Sebastian Burtone's Bear Stearns Experience 1995 - 2000
Job Director of New Business Development, American Portfolios Financial Services, Inc.
Industry Financial Services
Experience
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
American Portfolios May 2015 - Present
Continuity Partners Group April 2014 - May 2015
Charles Schwab November 2010 - July 2013
Pershing Advisor Solutions, LLC October 2005 - November 2010
Fiserv Securities 2002 - 2005
Investec Ernst 2000 - 2002
Jefferies & Company 2000 - 2001
Bear Stearns 1995 - 2000
Merrill Lynch 1988 - 1995
Skills
Series 63, Series 7, Equities, Securities, Wealth Management, Investment Management..., Global Investment..., Relationship Management, New Business Development, Business Development..., Financial Services, Fixed Income, Derivatives, Investment Advisory, Hedge Funds, Mutual Funds, Prime Brokerage, Portfolio Management, Asset Allocation, Series 24, FINRA, Alternative Investments, Investments, Financial Advisory, Asset Management, Trading, Options, Investment Management, Investment Strategies
Education
City University of New York-Brooklyn College
Benjamin Stahl, CFA's Bear Stearns Experience 2008 - 2008
Job Investor Relations Analyst at Innisfree
Industry Investment Management
Experience
Innisfree April 2014 - Present
Leeb Capital Management May 2012 - April 2014
FactSet Research Systems July 2010 - May 2012
AH Lisanti Capital Group September 2009 - July 2010
NYC Government Dep. Informantion Technology and Telecommunications May 2008 - August 2008
Bear Stearns 2008 - 2008
Gartmore Investment Limited October 2007 - December 2007
Laidlaw Group, LLC Investment Counsel May 2007 - July 2007
Skills
Valuation, Portfolio Management, Economics, Derivatives, Asset Management
Education
Colgate University 2005 — 2009
BA, Major- Economics: Minor- Political Science
Innisfree April 2014 - Present
Leeb Capital Management May 2012 - April 2014
FactSet Research Systems July 2010 - May 2012
AH Lisanti Capital Group September 2009 - July 2010
NYC Government Dep. Informantion Technology and Telecommunications May 2008 - August 2008
Bear Stearns 2008 - 2008
Gartmore Investment Limited October 2007 - December 2007
Laidlaw Group, LLC Investment Counsel May 2007 - July 2007
Skills
Valuation, Portfolio Management, Economics, Derivatives, Asset Management
Education
Colgate University 2005 — 2009
BA, Major- Economics: Minor- Political Science
Joseph Pergola's Bear Stearns Experience May 1998 - June 2006
Job Director Global Margin Operations at Citigroup
Industry Financial Services
Experience
Citi January 2015 - Present
Citi June 2011 - Present
Credit Suisse January 2008 - July 2011
Credit Suisse Securities, LLC July 2006 - January 2008
Bear Stearns May 1998 - June 2006
Skills
Dodd-Frank, LSOC, Portfolio Margin, FINRA rule 4210, Regulation T, Arranged Financing, Regulatory Reporting, Training and Development, Collateral Management, Central Clearing, FINRA, Derivatives, Fixed Income, Hedge Funds, Financial Services, Prime Brokerage, Middle Office, ETD, OTC, Clearing Houses, Clearing, Settlement
Education
City University of New York-College of Staten Island 1994 — 1999
Citi January 2015 - Present
Citi June 2011 - Present
Credit Suisse January 2008 - July 2011
Credit Suisse Securities, LLC July 2006 - January 2008
Bear Stearns May 1998 - June 2006
Skills
Dodd-Frank, LSOC, Portfolio Margin, FINRA rule 4210, Regulation T, Arranged Financing, Regulatory Reporting, Training and Development, Collateral Management, Central Clearing, FINRA, Derivatives, Fixed Income, Hedge Funds, Financial Services, Prime Brokerage, Middle Office, ETD, OTC, Clearing Houses, Clearing, Settlement
Education
City University of New York-College of Staten Island 1994 — 1999
Renata Shulevich's Bear Stearns Experience February 2004 - April 2006
Job .
Industry Retail
Experience
Fendi North America (LVMH) January 2013 - Present
Fendi (LVMH group) January 2012 - Present
Fendi May 2008 - December 2011
Block Coporation June 2007 - May 2008
Saks Fifth Avenue April 2006 - June 2007
Bear Stearns February 2004 - April 2006
Skills
SAP, RetailPro, Financial Analysis, Project Implementation, Store procedures, Operations Training, Inventory Management, Luxury Goods, Microsoft Excel, Ad Hoc Reporting, Business Objects, Budgets, Forecasting, Retail, Fashion, Sales, Analysis, Management, Apparel, Customer Service, Merchandising, Store Management, Trend Analysis
Education
City University of New York-Brooklyn College 2004 — 2006
M.A., Industrial Psychology
Pace University 1999 — 2003
Bachelor, finance
Fashion Institute of Technology
Non Degree Course, Gross Margin
Fendi North America (LVMH) January 2013 - Present
Fendi (LVMH group) January 2012 - Present
Fendi May 2008 - December 2011
Block Coporation June 2007 - May 2008
Saks Fifth Avenue April 2006 - June 2007
Bear Stearns February 2004 - April 2006
Skills
SAP, RetailPro, Financial Analysis, Project Implementation, Store procedures, Operations Training, Inventory Management, Luxury Goods, Microsoft Excel, Ad Hoc Reporting, Business Objects, Budgets, Forecasting, Retail, Fashion, Sales, Analysis, Management, Apparel, Customer Service, Merchandising, Store Management, Trend Analysis
Education
City University of New York-Brooklyn College 2004 — 2006
M.A., Industrial Psychology
Pace University 1999 — 2003
Bachelor, finance
Fashion Institute of Technology
Non Degree Course, Gross Margin
Karen Kingsbury's Bear Stearns Experience 1994 - 1997
Job Financial Services, Market Research and Business Development
Industry Financial Services
Experience
Chatham Partners 2001 - Present
Bear Stearns 1994 - 1997
Lehman Brothers 1986 - 1994
Skills
Market Research, Competitive Analysis, Segmentation, Project Management, Statistics, SPSS, Start-ups, Marketing Research, Competitive Intelligence, Quantitative Research, Business Strategy, Strategy, Analytics, Qualitative Research, Strategic Planning, Customer Insight, Management Consulting, Marketing Strategy, Program Management, Leadership, Research, Public Speaking
Education
Harvard University, John F. Kennedy School of Government 1997 — 1998
MPA, Strategic Management
Willamette University MBA 1984 — 1986
MBA, Organizational Behavior
Colgate University 1978 — 1982
BA, Psychology, Religion
Chatham Partners 2001 - Present
Bear Stearns 1994 - 1997
Lehman Brothers 1986 - 1994
Skills
Market Research, Competitive Analysis, Segmentation, Project Management, Statistics, SPSS, Start-ups, Marketing Research, Competitive Intelligence, Quantitative Research, Business Strategy, Strategy, Analytics, Qualitative Research, Strategic Planning, Customer Insight, Management Consulting, Marketing Strategy, Program Management, Leadership, Research, Public Speaking
Education
Harvard University, John F. Kennedy School of Government 1997 — 1998
MPA, Strategic Management
Willamette University MBA 1984 — 1986
MBA, Organizational Behavior
Colgate University 1978 — 1982
BA, Psychology, Religion
Gregg Cohen's Bear Stearns Experience July 2004 - April 2008
Job Managing Partner, Head of US at Aviate Global
Industry Investment Banking
Experience
Aviate Global June 2012 - Present
Jefferies & Company June 2008 - June 2012
Bear Stearns July 2004 - April 2008
HSBC 1998 - 2004
Skills
Equities, Hedge Funds, Capital Markets, Financial Markets, Investment Banking, Fixed Income, Emerging Markets, Asset Management, Investments, Securities, Series 7, Private Equity, Trading, Electronic Trading, Equity Trading, Bloomberg, Valuation, Derivatives, Alternative Investments, Series 63
Education
Colgate University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Aviate Global June 2012 - Present
Jefferies & Company June 2008 - June 2012
Bear Stearns July 2004 - April 2008
HSBC 1998 - 2004
Skills
Equities, Hedge Funds, Capital Markets, Financial Markets, Investment Banking, Fixed Income, Emerging Markets, Asset Management, Investments, Securities, Series 7, Private Equity, Trading, Electronic Trading, Equity Trading, Bloomberg, Valuation, Derivatives, Alternative Investments, Series 63
Education
Colgate University 1993 — 1997
Bachelor of Arts (B.A.), Political Science and Government
Daniel Schlosser's Bear Stearns Experience 2002 - 2008
Job Ask at Ask
Industry Education Management
Experience
NYC Department of Education December 2008 - Present
Bear Stearns 2002 - 2008
Minogue Brothers' Pools 1995 - 2000
Education
City University of New York-Hunter College 2002 — 2006
MS.Ed., Counseling
University at Albany, SUNY 1993 — 1997
B.A., Anthropology
NYC Department of Education December 2008 - Present
Bear Stearns 2002 - 2008
Minogue Brothers' Pools 1995 - 2000
Education
City University of New York-Hunter College 2002 — 2006
MS.Ed., Counseling
University at Albany, SUNY 1993 — 1997
B.A., Anthropology
Isaac Koenig's Bear Stearns Experience November 2006 - February 2009
Job Program Manager at KPMG US
Industry Information Technology and Services
Experience
KPMG US December 2012 - Present
Marcum LLP January 2010 - December 2012
Thomson Reuters June 2009 - February 2012
Parameds.com April 2009 - July 2009
Bear Stearns November 2006 - February 2009
MetLife May 2000 - November 2006
Board of Education Retirement System (BERS) January 2000 - May 2000
Skills
SQL Server, Microsoft Office, Servers, Deployment, Budgeting, Citrix, SDLC, Windows Server, Ubuntu, AIX, Solaris, Enterprise Vault, McAfee ePO, Active Directory, VBScript, Perl, Microsoft SQL Server, System Deployment, System Administration, Virtualization, Enterprise Architecture, Disaster Recovery, Data Center, VMware, IIS, Networking, Network Administration, Technical Support, Budgets, Project Management, Windows
Education
University of Maryland University College 2008 — 2010
MBA, Business
City University of New York-Brooklyn College 1998 — 2001
BS, CIS
Touro College 1997 — 1998
KPMG US December 2012 - Present
Marcum LLP January 2010 - December 2012
Thomson Reuters June 2009 - February 2012
Parameds.com April 2009 - July 2009
Bear Stearns November 2006 - February 2009
MetLife May 2000 - November 2006
Board of Education Retirement System (BERS) January 2000 - May 2000
Skills
SQL Server, Microsoft Office, Servers, Deployment, Budgeting, Citrix, SDLC, Windows Server, Ubuntu, AIX, Solaris, Enterprise Vault, McAfee ePO, Active Directory, VBScript, Perl, Microsoft SQL Server, System Deployment, System Administration, Virtualization, Enterprise Architecture, Disaster Recovery, Data Center, VMware, IIS, Networking, Network Administration, Technical Support, Budgets, Project Management, Windows
Education
University of Maryland University College 2008 — 2010
MBA, Business
City University of New York-Brooklyn College 1998 — 2001
BS, CIS
Touro College 1997 — 1998
Michiko Kato's Bear Stearns Experience 2002 - 2005
Job Experienced Associate at PwC
Industry Financial Services
Experience
PwC September 2011 - Present
Oak Hill Capital December 2007 - August 2011
Morgan Stanley 2005 - 2007
Bear Stearns 2002 - 2005
The Guardian Life Insurance Company of America 2001 - 2002
Nomura 2000 - 2001
Skills
Bloomberg, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Due Diligence
Education
City University of New York-Brooklyn College 2008 — 2011
BS, Accounting
Columbia University in the City of New York 2000 — 2002
N/A, Economics
PwC September 2011 - Present
Oak Hill Capital December 2007 - August 2011
Morgan Stanley 2005 - 2007
Bear Stearns 2002 - 2005
The Guardian Life Insurance Company of America 2001 - 2002
Nomura 2000 - 2001
Skills
Bloomberg, Hedge Funds, Financial Modeling, Financial Analysis, Valuation, Due Diligence
Education
City University of New York-Brooklyn College 2008 — 2011
BS, Accounting
Columbia University in the City of New York 2000 — 2002
N/A, Economics
Victor Waingort's Bear Stearns Experience 2004 - 2005
Job Treasury Group at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group May 2014 - Present
Deutsche Bank Securities July 2010 - May 2014
Consultant August 2009 - July 2010
Banc of America Securities June 2006 - August 2009
Allen & Overy 2005 - 2006
Bear Stearns 2004 - 2005
Cadwalader, Wickersham & Taft LLP September 1999 - May 2004
Skills
Mergers
Education
Fordham Law School 1996 — 1999
Doctor of Law (J.D.)
City University of New York-Brooklyn College 1992 — 1996
Bachelor of Science (B.S.), Accounting
The Blackstone Group May 2014 - Present
Deutsche Bank Securities July 2010 - May 2014
Consultant August 2009 - July 2010
Banc of America Securities June 2006 - August 2009
Allen & Overy 2005 - 2006
Bear Stearns 2004 - 2005
Cadwalader, Wickersham & Taft LLP September 1999 - May 2004
Skills
Mergers
Education
Fordham Law School 1996 — 1999
Doctor of Law (J.D.)
City University of New York-Brooklyn College 1992 — 1996
Bachelor of Science (B.S.), Accounting
Matt Rovelli's Bear Stearns Experience 2000 - 2006
Job Managing Director, Head of Energy Investment Banking at Cowen and Company, LLC
Industry Investment Banking
Experience
Cowen and Company March 2013 - Present
Dahlman Rose & Co. November 2011 - March 2013
Dahlman Rose & Co. January 2007 - March 2013
Bear Stearns 2000 - 2006
Skills
Series 7, Series 63, Series 24, Capital Markets, Equities, Bloomberg, Equity Research, Investment Banking, Securities, Valuation, Financial Markets, Financial Modeling
Education
Colgate University 1996 — 2000
Bachelor of Arts (B.A.), Economics
New Rochelle High School 1992 — 1996
Jones Graduate School of Business, Rice University
Jones Graduate School of Business, Rice University
Cowen and Company March 2013 - Present
Dahlman Rose & Co. November 2011 - March 2013
Dahlman Rose & Co. January 2007 - March 2013
Bear Stearns 2000 - 2006
Skills
Series 7, Series 63, Series 24, Capital Markets, Equities, Bloomberg, Equity Research, Investment Banking, Securities, Valuation, Financial Markets, Financial Modeling
Education
Colgate University 1996 — 2000
Bachelor of Arts (B.A.), Economics
New Rochelle High School 1992 — 1996
Jones Graduate School of Business, Rice University
Jones Graduate School of Business, Rice University
Betty J. Thomas's Bear Stearns Experience February 2000 - October 2001
Job Assistant Financial Secretary at New Mount Zion Baptist Church
Industry Public Policy
Experience
New Mount Zion Baptist Church March 2013 - Present
Experienced Administrative and Facilities Manager September 2011 - Present
Abyssinian Development Corporation 2003 - 2011
Bear Stearns February 2000 - October 2001
Skills
Volunteer Management, Non-profits, Community Outreach, HTML, Fundraising, Nonprofits, Event Planning, Program Evaluation, Management, Program Development, Grant Writing, Community Development, Public Speaking, Research, PowerPoint, Community Organizing, Microsoft Office, Grants
Education
City University of New York-John Jay College of Criminal Justice 2011 — 2013
Master of Public Administration, Management & Operations/Emergency Management
City University of New York-John Jay College of Criminal Justice 2009 — 2011
Bachelor of Arts (BA), Public Administration, 3.65
City University of New York-John Jay College of Criminal Justice 2007 — 2010
Bachelor's Degree, Public Administration, 3.5
Theodore Roosevelt High School 1969 — 1972
New Mount Zion Baptist Church March 2013 - Present
Experienced Administrative and Facilities Manager September 2011 - Present
Abyssinian Development Corporation 2003 - 2011
Bear Stearns February 2000 - October 2001
Skills
Volunteer Management, Non-profits, Community Outreach, HTML, Fundraising, Nonprofits, Event Planning, Program Evaluation, Management, Program Development, Grant Writing, Community Development, Public Speaking, Research, PowerPoint, Community Organizing, Microsoft Office, Grants
Education
City University of New York-John Jay College of Criminal Justice 2011 — 2013
Master of Public Administration, Management & Operations/Emergency Management
City University of New York-John Jay College of Criminal Justice 2009 — 2011
Bachelor of Arts (BA), Public Administration, 3.65
City University of New York-John Jay College of Criminal Justice 2007 — 2010
Bachelor's Degree, Public Administration, 3.5
Theodore Roosevelt High School 1969 — 1972
Kim Zeidner's Bear Stearns Experience June 1991 - July 2000
Job Assistant Vice President at Pershing
Industry Financial Services
Experience
Pershing November 2006 - April 2009
Fidelity Investments August 2000 - October 2006
Bear Stearns June 1991 - July 2000
Education
City University of New York-College of Staten Island 1989 — 2005
Pershing November 2006 - April 2009
Fidelity Investments August 2000 - October 2006
Bear Stearns June 1991 - July 2000
Education
City University of New York-College of Staten Island 1989 — 2005
Neil Gebaide, CISA, CRISC's Bear Stearns Experience August 1996 - August 2008
Job Managing Director Financial Services/Consulting
Industry Financial Services
Experience
Amicus Business Solutions September 2008 - Present
Bear Stearns August 1996 - August 2008
Inco Limited 1984 - 1996
Skills
Information Security, IT Audit, Security, Active Directory, Business Continuity, Management, Internal Audit, Databases, Access, Auditing, Mainframe, Information Technology, CISA, Risk Management, Sarbanes-Oxley, Data Center, Compliance, Information Security..., Disaster Recovery, Enterprise Risk..., Internal Controls, Financial Services, Financial Risk, Operational Risk..., Governance, Risk Assessment, Project Portfolio..., Sarbanes-Oxley Act, IT Management, Due Diligence, Business Analysis, PMO, Business Process..., Operational Risk, Process Improvement, Executive Management, Vendor Management, IT Strategy, Consulting, Business Process, AML, SDLC, Enterprise Architecture, ITIL
Education
City University of New York-Brooklyn College
BS, Psychology
Amicus Business Solutions September 2008 - Present
Bear Stearns August 1996 - August 2008
Inco Limited 1984 - 1996
Skills
Information Security, IT Audit, Security, Active Directory, Business Continuity, Management, Internal Audit, Databases, Access, Auditing, Mainframe, Information Technology, CISA, Risk Management, Sarbanes-Oxley, Data Center, Compliance, Information Security..., Disaster Recovery, Enterprise Risk..., Internal Controls, Financial Services, Financial Risk, Operational Risk..., Governance, Risk Assessment, Project Portfolio..., Sarbanes-Oxley Act, IT Management, Due Diligence, Business Analysis, PMO, Business Process..., Operational Risk, Process Improvement, Executive Management, Vendor Management, IT Strategy, Consulting, Business Process, AML, SDLC, Enterprise Architecture, ITIL
Education
City University of New York-Brooklyn College
BS, Psychology
Bharti Nixon's Bear Stearns Experience September 2000 - March 2008
Job VP at Guggenheim Securities, LLC
Industry Financial Services
Experience
Guggenheim Securities, LLC June 2010 - Present
JP Morgan March 2008 - January 2009
Bear Stearns September 2000 - March 2008
Ruder Finn April 1998 - September 2000
Skills
Investment Banking
Education
City University of New York-Hunter College
Guggenheim Securities, LLC June 2010 - Present
JP Morgan March 2008 - January 2009
Bear Stearns September 2000 - March 2008
Ruder Finn April 1998 - September 2000
Skills
Investment Banking
Education
City University of New York-Hunter College
Fabio Colantuono's Bear Stearns Experience 2007 - 2008
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
J.P. Morgan 2012 - Present
JPMorgan 2008 - 2012
Bear Stearns 2007 - 2008
Bear Stearns 2003 - 2007
Bear Stearns January 2000 - January 2003
Bear Stearns 1998 - 2000
Bear Stearns 1997 - 1998
TD Waterhouse 1996 - 1997
Education
City University of New York-College of Staten Island 1992 — 1996
J.P. Morgan 2012 - Present
JPMorgan 2008 - 2012
Bear Stearns 2007 - 2008
Bear Stearns 2003 - 2007
Bear Stearns January 2000 - January 2003
Bear Stearns 1998 - 2000
Bear Stearns 1997 - 1998
TD Waterhouse 1996 - 1997
Education
City University of New York-College of Staten Island 1992 — 1996
Ruby Burdiez's Bear Stearns Experience March 2006 - December 2007
Job VP, O&C Project Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase May 2014 - Present
Leading Project Managers and Business Analysts in Westchester NY Group June 2011 - Present
JPMorgan Chase October 2011 - May 2014
Infosys August 2011 - September 2011
General Motors Asset Management June 2009 - July 2011
Bear Stearns Company 2007 - 2008
Bear Stearns March 2006 - December 2007
Bear Stearns June 2001 - March 2006
Skills
Business Analysis, Project Planning, Project Management, Organizational Structure, Visio, Analysis, Strategy, Software Documentation, Requirements Analysis, Leadership, Financial Services, Microsoft Excel, Process Improvement, Team Building, Management, Vendor Management, Change Management, Microsoft Word, Data Analysis, Networking, Access, Financial Analysis, Banking, Outsourcing, Risk Management, Analytics, PMO, Consulting, Finance
Education
Columbia University in the City of New York 1999 — 2001
M.A., Organizational Psychology
City University of New York-John Jay College of Criminal Justice 1992 — 1996
B.A., Forensic Psychology
Carol Morgan School 1986 — 1988
High School Diploma
JPMorgan Chase May 2014 - Present
Leading Project Managers and Business Analysts in Westchester NY Group June 2011 - Present
JPMorgan Chase October 2011 - May 2014
Infosys August 2011 - September 2011
General Motors Asset Management June 2009 - July 2011
Bear Stearns Company 2007 - 2008
Bear Stearns March 2006 - December 2007
Bear Stearns June 2001 - March 2006
Skills
Business Analysis, Project Planning, Project Management, Organizational Structure, Visio, Analysis, Strategy, Software Documentation, Requirements Analysis, Leadership, Financial Services, Microsoft Excel, Process Improvement, Team Building, Management, Vendor Management, Change Management, Microsoft Word, Data Analysis, Networking, Access, Financial Analysis, Banking, Outsourcing, Risk Management, Analytics, PMO, Consulting, Finance
Education
Columbia University in the City of New York 1999 — 2001
M.A., Organizational Psychology
City University of New York-John Jay College of Criminal Justice 1992 — 1996
B.A., Forensic Psychology
Carol Morgan School 1986 — 1988
High School Diploma
Joseph Nadjar's Bear Stearns Experience 1998 - 2000
Job Director at Reval
Industry Capital Markets
Experience
Reval June 2015 - Present
Hedge Trackers January 2014 - May 2015
Reval August 2010 - December 2013
Reval October 2007 - August 2010
TIAA-CREF 2005 - 2007
Natexis Banques Populaires 2001 - 2004
Bear Stearns 1998 - 2000
Skills
Derivatives, Treasury Management, Swaps, FX Options, Fixed Income, Valuation, Hedging, Capital Markets, Trading, Interest Rate..., Options, Risk Management, Trading Systems, Financial Modeling, Cash Management, Investments, Financial Analysis, Commodity, Bonds, Hedge Accounting, Foreign Exchange, Treasury, Finance, Credit Derivatives, Market Risk, Ledger, Financial Markets, Hedge Funds, Equities, Accounting, Budget, Management, Financial Risk, Corporate Finance, Business Analysis, Financial Reporting, CRM, Banking, Financial Services, Leadership
Education
City University of New York-Brooklyn College 1990 — 1999
BS, Accounting
Yeshiva of Flatbush High School 1985 — 1989
Reval June 2015 - Present
Hedge Trackers January 2014 - May 2015
Reval August 2010 - December 2013
Reval October 2007 - August 2010
TIAA-CREF 2005 - 2007
Natexis Banques Populaires 2001 - 2004
Bear Stearns 1998 - 2000
Skills
Derivatives, Treasury Management, Swaps, FX Options, Fixed Income, Valuation, Hedging, Capital Markets, Trading, Interest Rate..., Options, Risk Management, Trading Systems, Financial Modeling, Cash Management, Investments, Financial Analysis, Commodity, Bonds, Hedge Accounting, Foreign Exchange, Treasury, Finance, Credit Derivatives, Market Risk, Ledger, Financial Markets, Hedge Funds, Equities, Accounting, Budget, Management, Financial Risk, Corporate Finance, Business Analysis, Financial Reporting, CRM, Banking, Financial Services, Leadership
Education
City University of New York-Brooklyn College 1990 — 1999
BS, Accounting
Yeshiva of Flatbush High School 1985 — 1989
Colyer Curtis's Bear Stearns Experience June 2002 - May 2008
Job Managing Director at Jefferies LLC
Industry Capital Markets
Experience
Jefferies LLC July 2008 - Present
Bear Stearns June 2002 - May 2008
Education
Columbia University - Columbia Business School 2007 — 2008
MBA, Finance
Colgate University 1998 — 2002
BA, Economics, French
Jefferies LLC July 2008 - Present
Bear Stearns June 2002 - May 2008
Education
Columbia University - Columbia Business School 2007 — 2008
MBA, Finance
Colgate University 1998 — 2002
BA, Economics, French
Collis Klarberg's Bear Stearns Experience 2003 - 2008
Job JPMorgan
Industry Financial Services
Anthony LaPreta's Bear Stearns Experience August 1998 - June 1999
Job Financial Accounting Controls Team Associate Manager at Prudential Financial
Industry Information Technology and Services
Experience
Prudential Financial April 2015 - Present
Prudential Financial July 2014 - March 2015
Prudential Financial August 2013 - February 2014
Citi Capital Advisors August 2011 - February 2013
Double Rock Corporation June 1999 - May 2011
Bear Stearns August 1998 - June 1999
Reserve Funds May 1985 - August 1998
Skills
Disaster Recovery, Information Security, Security, Data Center, Requirements Analysis, Information Security..., Business Continuity, Information Security..., Risk Management, Change Management, DB2, Project Management, Information Technology, Quality Assurance, Incident Management, PMO, SDLC, Security Policy
Education
IBM Training Center 1989 — 1991
Information Technology
New York University 1984 — 1985
Information Technology
City University of New York-John Jay College of Criminal Justice 1977 — 1980
Liberal Arts & Criminal Justice
Prudential Financial April 2015 - Present
Prudential Financial July 2014 - March 2015
Prudential Financial August 2013 - February 2014
Citi Capital Advisors August 2011 - February 2013
Double Rock Corporation June 1999 - May 2011
Bear Stearns August 1998 - June 1999
Reserve Funds May 1985 - August 1998
Skills
Disaster Recovery, Information Security, Security, Data Center, Requirements Analysis, Information Security..., Business Continuity, Information Security..., Risk Management, Change Management, DB2, Project Management, Information Technology, Quality Assurance, Incident Management, PMO, SDLC, Security Policy
Education
IBM Training Center 1989 — 1991
Information Technology
New York University 1984 — 1985
Information Technology
City University of New York-John Jay College of Criminal Justice 1977 — 1980
Liberal Arts & Criminal Justice
Paul Friedman's Bear Stearns Experience April 1981 - June 2008
Job Senior Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Securities LLC November 2009 - March 2015
Guggenheim Securities November 2009 - March 2015
MARINER CAPITAL LLP July 2008 - October 2009
Bear Stearns April 1981 - June 2008
Skills
Hedge Funds, Capital Markets, Fixed Income, Equities, Derivatives, Investment Banking, Alternative Investments, Asset Management, Securities, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1977 — 1978
Master's Degree, Accounting and Finance
Colgate University 1973 — 1977
BA, Economics
Guggenheim Securities LLC November 2009 - March 2015
Guggenheim Securities November 2009 - March 2015
MARINER CAPITAL LLP July 2008 - October 2009
Bear Stearns April 1981 - June 2008
Skills
Hedge Funds, Capital Markets, Fixed Income, Equities, Derivatives, Investment Banking, Alternative Investments, Asset Management, Securities, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1977 — 1978
Master's Degree, Accounting and Finance
Colgate University 1973 — 1977
BA, Economics
Heidi Swartz's Bear Stearns Experience July 2006 - June 2008
Job Director and Associate General Counsel, Labor & Employment at Facebook
Industry Law Practice
Experience
Facebook May 2012 - Present
JPMorgan Chase July 2008 - May 2012
Bear Stearns July 2006 - June 2008
Morgan, Lewis & Bockius LLP May 2005 - July 2006
O'Melveny & Myers LLP May 2002 - June 2005
Heller Ehrman September 1999 - May 2002
Skills
Litigation, Civil Litigation, Management, Mergers & Acquisitions, Securities, Employment Law, Corporate Law, Due Diligence, Arbitration, Commercial Litigation
Education
University of California, Hastings College of the Law 1996 — 1999
JD, Law
University of California, Santa Cruz
BA, Sociology
Saratoga High School 1988 — 1992
Claremont McKenna College
Facebook May 2012 - Present
JPMorgan Chase July 2008 - May 2012
Bear Stearns July 2006 - June 2008
Morgan, Lewis & Bockius LLP May 2005 - July 2006
O'Melveny & Myers LLP May 2002 - June 2005
Heller Ehrman September 1999 - May 2002
Skills
Litigation, Civil Litigation, Management, Mergers & Acquisitions, Securities, Employment Law, Corporate Law, Due Diligence, Arbitration, Commercial Litigation
Education
University of California, Hastings College of the Law 1996 — 1999
JD, Law
University of California, Santa Cruz
BA, Sociology
Saratoga High School 1988 — 1992
Claremont McKenna College
Fritz Augustin's Bear Stearns Experience September 2007 - March 2008
Job Associate at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan January 2008 - Present
Bear Stearns September 2007 - March 2008
Skills
Trading Systems, Equities, Electronic Trading, Equity Derivatives, Market Data, Options
Education
City University of New York-Hunter College
BA, Computer Science
JP Morgan January 2008 - Present
Bear Stearns September 2007 - March 2008
Skills
Trading Systems, Equities, Electronic Trading, Equity Derivatives, Market Data, Options
Education
City University of New York-Hunter College
BA, Computer Science
James Filippis's Bear Stearns Experience September 1995 - November 2008
Job Retired at
Industry Financial Services
Experience
Retired January 2011 - Present
Cantor Fitzgerald June 2009 - December 2010
Cantor Fitzgerald June 2009 - December 2010
Bear Stearns September 1995 - November 2008
Bear Stearns 1995 - 2008
Mabon Nugent & Co. January 1970 - August 1995
Mabon Securities Corp 1968 - 1995
Skills
Series 7, Series 24, Series 63, Fixed Income, Securities, Bonds, Alternative Investments, Hedge Funds, Equities, Capital Markets, FINRA, Electronic Trading, Trading, Bloomberg, Asset Management, Derivatives, Options, Investments, Credit Derivatives, Equity Derivatives, Trading Systems, High Yield, Prime Brokerage
Education
City University of New York-College of Staten Island 1977 — 1980
AAS, Buisness
Retired January 2011 - Present
Cantor Fitzgerald June 2009 - December 2010
Cantor Fitzgerald June 2009 - December 2010
Bear Stearns September 1995 - November 2008
Bear Stearns 1995 - 2008
Mabon Nugent & Co. January 1970 - August 1995
Mabon Securities Corp 1968 - 1995
Skills
Series 7, Series 24, Series 63, Fixed Income, Securities, Bonds, Alternative Investments, Hedge Funds, Equities, Capital Markets, FINRA, Electronic Trading, Trading, Bloomberg, Asset Management, Derivatives, Options, Investments, Credit Derivatives, Equity Derivatives, Trading Systems, High Yield, Prime Brokerage
Education
City University of New York-College of Staten Island 1977 — 1980
AAS, Buisness
Sydney Chun's Bear Stearns Experience 2007 - 2008
Job Entrepreneur
Industry Wine and Spirits
Experience
Lot18 April 2011 - June 2012
Lot18 April 2011 - June 2012
Joele Frank, Wilkinson Brimmer Katcher January 2009 - April 2011
Bear Stearns 2007 - 2008
Skills
Strategic Communications, Corporate Communications, Public Relations, Retail
Education
Colgate University 2004 — 2008
B.A., Political Science
Lot18 April 2011 - June 2012
Lot18 April 2011 - June 2012
Joele Frank, Wilkinson Brimmer Katcher January 2009 - April 2011
Bear Stearns 2007 - 2008
Skills
Strategic Communications, Corporate Communications, Public Relations, Retail
Education
Colgate University 2004 — 2008
B.A., Political Science
Jere Benic's Bear Stearns Experience September 1997 - August 2008
Job Fiscal Analyst at New York City Department of Health and Mental Hygiene
Industry Accounting
Experience
New York City Department of Health and Mental Hygiene April 2014 - Present
nyc dhs September 2013 - April 2014
HRA August 2013 - September 2013
NYC Department of Correction May 2012 - August 2013
Bear Stearns September 1997 - August 2008
Skills
Financial Reporting, Equities, Corporate Finance, Excel, Variance Analysis, Forecasting, Microsoft Excel, Investment Banking, Financial Modeling, Business Analysis, PowerPoint, Microsoft Word, Finance, Financial Analysis, Management, Analysis
Education
Cleveland State University
New York City Department of Health and Mental Hygiene April 2014 - Present
nyc dhs September 2013 - April 2014
HRA August 2013 - September 2013
NYC Department of Correction May 2012 - August 2013
Bear Stearns September 1997 - August 2008
Skills
Financial Reporting, Equities, Corporate Finance, Excel, Variance Analysis, Forecasting, Microsoft Excel, Investment Banking, Financial Modeling, Business Analysis, PowerPoint, Microsoft Word, Finance, Financial Analysis, Management, Analysis
Education
Cleveland State University
Beatrice Stark's Bear Stearns Experience 2004 - 2008
Job vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan vice PresidentJP Morgan Chase2008 - Present
Bear Stearns 2004 - 2008
Education
City University of New York-College of Staten Island 1982 — 1986
bs, finance
new dorp 1978 — 1982
high school
new dorp high 1978 — 1982
high school
JP Morgan vice PresidentJP Morgan Chase2008 - Present
Bear Stearns 2004 - 2008
Education
City University of New York-College of Staten Island 1982 — 1986
bs, finance
new dorp 1978 — 1982
high school
new dorp high 1978 — 1982
high school
Ira Minsky's Bear Stearns Experience July 1998 - March 2008
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse October 2008 - Present
JPMorgan Chase March 2008 - October 2008
Bear Stearns July 1998 - March 2008
Bankers Trust August 1989 - July 1998
Drexel Burnham Lambert 1987 - 1989
Education
New York University 1987 — 1994
MS, Computer Science
City University of New York-Brooklyn College 1981 — 1985
B.S., Computer Science
Credit Suisse October 2008 - Present
JPMorgan Chase March 2008 - October 2008
Bear Stearns July 1998 - March 2008
Bankers Trust August 1989 - July 1998
Drexel Burnham Lambert 1987 - 1989
Education
New York University 1987 — 1994
MS, Computer Science
City University of New York-Brooklyn College 1981 — 1985
B.S., Computer Science
Gwen Walton's Bear Stearns Experience January 1991 - November 1992
Job Coach Specialist
Industry Real Estate
Experience
Coach August 2007 - Present
DCA November 2000 - Present
AT&T December 1999 - August 2000
McCalla Raymer March 1999 - April 2000
Powell Goldstein LLP April 1998 - June 1998
King and Spalding January 1998 - March 1998
King and Spalding January 1998 - March 1998
Prudential Bank & Trust September 1996 - December 1997
Bear Stearns January 1991 - November 1992
Education
The National Center for Paralegal Training 1997 — 1998
ABA Approved Certificate, civil litigation, criminal law, & family law
Georgia State University 1993 — 1996
post-graduate pre-law
Clark Atlanta University 1988 — 1989
Accounting & Business
Spelman College 1985 — 1989
B.A, Psychology/ Pre-med
Cornell University 1986 — 1987
nutrition
Mount de Sales Academy 1981 — 1985
Coach August 2007 - Present
DCA November 2000 - Present
AT&T December 1999 - August 2000
McCalla Raymer March 1999 - April 2000
Powell Goldstein LLP April 1998 - June 1998
King and Spalding January 1998 - March 1998
King and Spalding January 1998 - March 1998
Prudential Bank & Trust September 1996 - December 1997
Bear Stearns January 1991 - November 1992
Education
The National Center for Paralegal Training 1997 — 1998
ABA Approved Certificate, civil litigation, criminal law, & family law
Georgia State University 1993 — 1996
post-graduate pre-law
Clark Atlanta University 1988 — 1989
Accounting & Business
Spelman College 1985 — 1989
B.A, Psychology/ Pre-med
Cornell University 1986 — 1987
nutrition
Mount de Sales Academy 1981 — 1985
James McCorkell's Bear Stearns Experience June 2005 - June 2008
Job Project Manager at Jones Lang LaSalle
Industry Commercial Real Estate
Experience
Jones Lang LaSalle November 2012 - Present
Consulting October 2012 - November 2012
JPMorgan Chase June 2008 - December 2010
Bear Stearns June 2005 - June 2008
Bear Stearns June 2002 - August 2005
Skills
Project Management, Customer Service, Project Planning, Project Coordination, Vendor Management, Facilities Management, Budgets, Contract Negotiation, Move Management, Corporate Relocation, Process Improvement, Process Scheduler
Education
City University of New York-College of Staten Island 2010 — 2011
Bachelor of Science, Business Management
SUNY Brockport 2002 — 2005
Business Management
Xavier High School 1996 — 2000
Jones Lang LaSalle November 2012 - Present
Consulting October 2012 - November 2012
JPMorgan Chase June 2008 - December 2010
Bear Stearns June 2005 - June 2008
Bear Stearns June 2002 - August 2005
Skills
Project Management, Customer Service, Project Planning, Project Coordination, Vendor Management, Facilities Management, Budgets, Contract Negotiation, Move Management, Corporate Relocation, Process Improvement, Process Scheduler
Education
City University of New York-College of Staten Island 2010 — 2011
Bachelor of Science, Business Management
SUNY Brockport 2002 — 2005
Business Management
Xavier High School 1996 — 2000
Marissa (Doyon) Feldman's Bear Stearns Experience June 2003 - June 2008
Job Associate at JPMorgan
Industry Banking
Experience
JPMorgan June 2008 - September 2009
Bear Stearns June 2003 - June 2008
Education
Hunter College 2009 — 2010
Post Bacc, Pre-Veterinary Studies
Syracuse University 1998 — 2002
Bachelor of Arts (B.A.), Psychology
JPMorgan June 2008 - September 2009
Bear Stearns June 2003 - June 2008
Education
Hunter College 2009 — 2010
Post Bacc, Pre-Veterinary Studies
Syracuse University 1998 — 2002
Bachelor of Arts (B.A.), Psychology
J. Wade Browne's Bear Stearns Experience September 1985 - June 1987
Job Manager at Coleman River Capital, LLC
Industry Investment Management
Experience
Coleman River Capital, LLC August 2003 - Present
Maymont Partners, Inc. August 2003 - June 2011
Lehman Brothers September 2000 - August 2003
PaineWebber January 1995 - September 2000
Kidder Peabody June 1987 - January 1995
Bear Stearns September 1985 - June 1987
E.F. Hutton & Co. June 1983 - September 1985
Education
Southern Methodist University - Cox School of Business 1979 — 1982
Bachelor of Business Administration, Finance, Real Estate Finance
Clemson University 1978 — 1979
Coleman River Capital, LLC August 2003 - Present
Maymont Partners, Inc. August 2003 - June 2011
Lehman Brothers September 2000 - August 2003
PaineWebber January 1995 - September 2000
Kidder Peabody June 1987 - January 1995
Bear Stearns September 1985 - June 1987
E.F. Hutton & Co. June 1983 - September 1985
Education
Southern Methodist University - Cox School of Business 1979 — 1982
Bachelor of Business Administration, Finance, Real Estate Finance
Clemson University 1978 — 1979
Kevin Oden's Bear Stearns Experience 2003 - 2004
Job Chief Market & Institutional Risk Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo Bank February 2009 - December 2012
Wachovia Securities 2005 - 2008
Graham Capital Management 2004 - 2005
Bear Stearns 2003 - 2004
Montclair State University August 2002 - June 2003
Oden Capital 2001 - 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Goldman Sachs 1997 - 2000
Harvard University September 1994 - June 1997
Skills
Derivatives, Risk Management, Options, Market Risk, Fixed Income
Education
University of California, Los Angeles 1990 — 1994
Ph.D.
Cleveland State University 1985 — 1988
BS, BBA
Wells Fargo January 2013 - Present
Wells Fargo Bank February 2009 - December 2012
Wachovia Securities 2005 - 2008
Graham Capital Management 2004 - 2005
Bear Stearns 2003 - 2004
Montclair State University August 2002 - June 2003
Oden Capital 2001 - 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Goldman Sachs 1997 - 2000
Harvard University September 1994 - June 1997
Skills
Derivatives, Risk Management, Options, Market Risk, Fixed Income
Education
University of California, Los Angeles 1990 — 1994
Ph.D.
Cleveland State University 1985 — 1988
BS, BBA
Melissa Sirico's Bear Stearns Experience January 1998 - February 2001
Job Financial Services Professional
Industry Financial Services
Experience
UBS Global Asset Management April 2001 - April 2006
Bear Stearns January 1998 - February 2001
Education
City University of New York-Hunter College 1988 — 1992
BS, A
UBS Global Asset Management April 2001 - April 2006
Bear Stearns January 1998 - February 2001
Education
City University of New York-Hunter College 1988 — 1992
BS, A
Rosa Chang's Bear Stearns Experience 2002 - 2003
Job Gala Chair at Starfish Greathearts Foundation USA
Industry Public Relations and Communications
Experience
Starfish Greathearts Foundation USA May 2014 - Present
Rennert April 2009 - Present
KAFSC 2001 - Present
UBS Investment Bank 2007 - June 2008
STM Records 2004 - 2007
Bear Stearns 2002 - 2003
Sloane & Company 1999 - 2002
Middleberg + Associates (now Euro RSCG Middleberg) August 1998 - September 1999
Skills
Internal Communications, Public Relations, Marketing Strategy, Event Management, Newsletters, Corporate Communications, Strategic Communications, Media Skills Training, Editorial, Strategic Planning, Corporate Events, Social Media Outreach, Social Media Integration, Proposal Writing, Social Media, Editing, Integrated Marketing, Publishing, Training, Media Relations, Content Development, Event Planning, Communication Training, Copy Editing, Crisis Communications, Corporate Social..., Messaging, Community Outreach, Content Strategy, University Teaching, Marketing Communications, Social Media Marketing, Strategy, Nonprofits, Public Speaking, Teaching English as a..., Fundraising, Leadership
Education
World Learning SIT Graduate Institute
Colby College 1993 — 1997
Bachelor of Arts (B.A.)
Lakeside 1984 — 1992
Yonsei University
Starfish Greathearts Foundation USA May 2014 - Present
Rennert April 2009 - Present
KAFSC 2001 - Present
UBS Investment Bank 2007 - June 2008
STM Records 2004 - 2007
Bear Stearns 2002 - 2003
Sloane & Company 1999 - 2002
Middleberg + Associates (now Euro RSCG Middleberg) August 1998 - September 1999
Skills
Internal Communications, Public Relations, Marketing Strategy, Event Management, Newsletters, Corporate Communications, Strategic Communications, Media Skills Training, Editorial, Strategic Planning, Corporate Events, Social Media Outreach, Social Media Integration, Proposal Writing, Social Media, Editing, Integrated Marketing, Publishing, Training, Media Relations, Content Development, Event Planning, Communication Training, Copy Editing, Crisis Communications, Corporate Social..., Messaging, Community Outreach, Content Strategy, University Teaching, Marketing Communications, Social Media Marketing, Strategy, Nonprofits, Public Speaking, Teaching English as a..., Fundraising, Leadership
Education
World Learning SIT Graduate Institute
Colby College 1993 — 1997
Bachelor of Arts (B.A.)
Lakeside 1984 — 1992
Yonsei University
Jamie McQueen's Bear Stearns Experience August 2001 - July 2007
Job Vice President Mergers & Acquisitions at Amcor Rigid Plastics
Industry Investment Banking
Experience
Amcor Rigid Plastics July 2015 - Present
John Crane Corporation November 2013 - June 2015
J.P. Morgan Securities, LLC July 2007 - November 2013
Bear Stearns August 2001 - July 2007
SunTrust Bank July 1994 - May 2000
Skills
Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Business Development, LBO, Leveraged Finance, Valuation, Equities, Fixed Income, Financial Analysis, Key Client Relationships, Capital Structure, Restructuring, Credit Rating, Business Strategy, Strategic Planning, Due Diligence, Financial Modeling, Private Equity
Education
Clemson University 1989 — 2004
BS, Financial Management and Accounting
University of Notre Dame 2000 — 2001
Master of Business Administration (M.B.A.), Strategy and Corporate Finance
Amcor Rigid Plastics July 2015 - Present
John Crane Corporation November 2013 - June 2015
J.P. Morgan Securities, LLC July 2007 - November 2013
Bear Stearns August 2001 - July 2007
SunTrust Bank July 1994 - May 2000
Skills
Mergers & Acquisitions, Investment Banking, Capital Markets, Corporate Finance, Business Development, LBO, Leveraged Finance, Valuation, Equities, Fixed Income, Financial Analysis, Key Client Relationships, Capital Structure, Restructuring, Credit Rating, Business Strategy, Strategic Planning, Due Diligence, Financial Modeling, Private Equity
Education
Clemson University 1989 — 2004
BS, Financial Management and Accounting
University of Notre Dame 2000 — 2001
Master of Business Administration (M.B.A.), Strategy and Corporate Finance
Mahesh Lokare's Bear Stearns Experience 2005 - 2008
Job
Industry Financial Services
Experience
J.P. Morgan 2012 - Present
Deutsche Bank 2010 - 2012
JP Morgan 2008 - 2010
Bear Stearns 2005 - 2008
Pershing 2005 - 2005
JP Morgan 2004 - 2005
City of New York 2003 - 2004
Lincoln National Risk Management 2001 - 2003
GoldenSource 2000 - 2001
J.P. Morgan 1998 - 2000
Skills
Derivatives, Equity Derivatives, Prime Brokerage, FX Options, Credit Derivatives, Market Data, Market Risk, Bloomberg, Trading Systems, Investment Banking, Capital Markets, Fixed Income
Education
Clemson University 1993 — 1996
MS
VJTI, Bombay 1988 — 1992
BS
J.P. Morgan 2012 - Present
Deutsche Bank 2010 - 2012
JP Morgan 2008 - 2010
Bear Stearns 2005 - 2008
Pershing 2005 - 2005
JP Morgan 2004 - 2005
City of New York 2003 - 2004
Lincoln National Risk Management 2001 - 2003
GoldenSource 2000 - 2001
J.P. Morgan 1998 - 2000
Skills
Derivatives, Equity Derivatives, Prime Brokerage, FX Options, Credit Derivatives, Market Data, Market Risk, Bloomberg, Trading Systems, Investment Banking, Capital Markets, Fixed Income
Education
Clemson University 1993 — 1996
MS
VJTI, Bombay 1988 — 1992
BS
Collis Klarberg's Bear Stearns Experience 2003 - 2008
Job The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group June 2014 - Present
JPMorgan 2008 - May 2014
Bear Stearns 2003 - 2008
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Managment, Capital Markets, Bloomberg, Investments, Portfolio Management, Derivatives, Valuation, Series 7, Financial Modeling, Private Equity, Fund Of Funds, Due Diligence, Financial Services
Education
Colgate University 1999 — 2003
Economics, French
The Carlyle Group June 2014 - Present
JPMorgan 2008 - May 2014
Bear Stearns 2003 - 2008
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Asset Managment, Capital Markets, Bloomberg, Investments, Portfolio Management, Derivatives, Valuation, Series 7, Financial Modeling, Private Equity, Fund Of Funds, Due Diligence, Financial Services
Education
Colgate University 1999 — 2003
Economics, French
Jamie Maiello's Bear Stearns Experience September 2005 - November 2008
Job Mortgage Sales at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP April 2012 - Present
Bloomberg May 2011 - April 2012
Bloomberg April 2010 - May 2011
JNF Asset Management February 2009 - March 2010
Bear Stearns September 2005 - November 2008
Skills
Prime Brokerage, Bloomberg, Fixed Income, Mortgage Lending, Equities, Investor Relations, Capital Markets, Fixed Income Analysis, Sales, Financial Markets, Derivatives, Hedge Funds, Bonds, Bloomberg Terminal, Options
Education
Colgate University 2001 — 2005
Economics, Spanish
Bloomberg LP April 2012 - Present
Bloomberg May 2011 - April 2012
Bloomberg April 2010 - May 2011
JNF Asset Management February 2009 - March 2010
Bear Stearns September 2005 - November 2008
Skills
Prime Brokerage, Bloomberg, Fixed Income, Mortgage Lending, Equities, Investor Relations, Capital Markets, Fixed Income Analysis, Sales, Financial Markets, Derivatives, Hedge Funds, Bonds, Bloomberg Terminal, Options
Education
Colgate University 2001 — 2005
Economics, Spanish
Russell Sherman's Bear Stearns Experience 1999 - 2008
Job Partner at Prosek Partners (Formerly CJP Communications)
Industry Public Relations and Communications
Experience
Prosek Partners June 2010 - Present
Sherman Strategic Communications, LLC 2008 - 2010
Bear Stearns 1999 - 2008
New York 1 News 1992 - 1999
NY1 News 1992 - 1999
Gallo Wine 1991 - 1992
Education
Colgate University 1987 — 1991
BA, Political Science
Staples High School 1983 — 1987
Prosek Partners June 2010 - Present
Sherman Strategic Communications, LLC 2008 - 2010
Bear Stearns 1999 - 2008
New York 1 News 1992 - 1999
NY1 News 1992 - 1999
Gallo Wine 1991 - 1992
Education
Colgate University 1987 — 1991
BA, Political Science
Staples High School 1983 — 1987
Laura Mochi's Bear Stearns Experience November 2003 - June 2008
Job Executive Assistant to Fortune 200 CEO
Industry Defense & Space
Experience
Credit Suisse 2012 - 2012
Nomura Securities August 2009 - July 2011
Bear Stearns November 2003 - June 2008
Skills
Administrative..., Capital Markets, Private Equity, Fixed Income, Credit Derivatives, Equities
Education
City University of New York-Hunter College
Credit Suisse 2012 - 2012
Nomura Securities August 2009 - July 2011
Bear Stearns November 2003 - June 2008
Skills
Administrative..., Capital Markets, Private Equity, Fixed Income, Credit Derivatives, Equities
Education
City University of New York-Hunter College
Ray Xerri's Bear Stearns Experience 1986 - 1992
Job Financial Services Executive
Industry Financial Services
Experience
Self Employed July 2007 - Present
VectorGlobal WMG, Inc. 1993 - 2007
Bear Stearns 1986 - 1992
Bear Stearns 1980 - 1986
Skills
Securities, Mutual Funds, Series 7, Due Diligence, Strategic Financial..., Equities, Series 63, Finance, Derivatives, Structured Products, Investments, Foreign Exchange, Options, Corporate Finance, Investment Banking, Financial Planning
Education
Pace University - Lubin School of Business 1984 — 1989
Master of Science (M.S.), Investment Management
City University of New York-Brooklyn College 1976 — 1980
Bachelor of Science (B.S.), Accounting
Self Employed July 2007 - Present
VectorGlobal WMG, Inc. 1993 - 2007
Bear Stearns 1986 - 1992
Bear Stearns 1980 - 1986
Skills
Securities, Mutual Funds, Series 7, Due Diligence, Strategic Financial..., Equities, Series 63, Finance, Derivatives, Structured Products, Investments, Foreign Exchange, Options, Corporate Finance, Investment Banking, Financial Planning
Education
Pace University - Lubin School of Business 1984 — 1989
Master of Science (M.S.), Investment Management
City University of New York-Brooklyn College 1976 — 1980
Bachelor of Science (B.S.), Accounting
Anita Li's Bear Stearns Experience June 1999 - September 1999
Job Associate Director OTC Valuations at SS&C GlobeOp
Industry Financial Services
Experience
GlobeOp Financial Services 2006 - Present
JPMorgan Chase July 2010 - January 2011
GlobeOp Financial Services 2006 - July 2010
Banc of America Securities January 2000 - October 2006
Bear Stearns June 1999 - September 1999
Skills
Hedge Funds, Fixed Income, Credit Derivatives, Sales Operations, Bloomberg, Investment Banking, Back Office, Derivatives, Valuation, FX Options, Capital Markets, Financial Services, Banking, Swaps, Alternative Investments, Middle Office, Leadership, Equities, Equity Derivatives, Structured Products, Securities, Bonds, Prime Brokerage, Interest Rate..., Options
Education
City University of New York-Hunter College 1997 — 2001
Bachelor
GlobeOp Financial Services 2006 - Present
JPMorgan Chase July 2010 - January 2011
GlobeOp Financial Services 2006 - July 2010
Banc of America Securities January 2000 - October 2006
Bear Stearns June 1999 - September 1999
Skills
Hedge Funds, Fixed Income, Credit Derivatives, Sales Operations, Bloomberg, Investment Banking, Back Office, Derivatives, Valuation, FX Options, Capital Markets, Financial Services, Banking, Swaps, Alternative Investments, Middle Office, Leadership, Equities, Equity Derivatives, Structured Products, Securities, Bonds, Prime Brokerage, Interest Rate..., Options
Education
City University of New York-Hunter College 1997 — 2001
Bachelor
Michael Henderson-Cohen's Bear Stearns Experience June 2006 - June 2008
Job Analyst at Andalusian Capital Partners
Industry Financial Services
Experience
Andalusian Capital Partners August 2013 - Present
Andalusian Capital Partners June 2012 - August 2012
JPMorgan June 2008 - August 2011
Bear Stearns June 2006 - June 2008
Bear Stearns July 2004 - June 2006
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Colby College 2001 — 2004
B.A.
Andalusian Capital Partners August 2013 - Present
Andalusian Capital Partners June 2012 - August 2012
JPMorgan June 2008 - August 2011
Bear Stearns June 2006 - June 2008
Bear Stearns July 2004 - June 2006
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Colby College 2001 — 2004
B.A.
Shehryar Ishtiaq's Bear Stearns Experience 2000 - October 2007
Job Remedy Administrator at ERNST & YOUNG
Industry Information Technology and Services
Experience
ERNST & YOUNG December 2007 - April 2009
Bear Stearns 2000 - October 2007
Education
City University of New York-Brooklyn College 1996 — 2000
BSC, Computer Science
ERNST & YOUNG December 2007 - April 2009
Bear Stearns 2000 - October 2007
Education
City University of New York-Brooklyn College 1996 — 2000
BSC, Computer Science
Blake Eger's Bear Stearns Experience July 2006 - June 2008
Job Vice President RMBS Trading at Merrill Lynch
Industry Financial Services
Experience
Structured Portfolio Management April 2014 - Present
Merrill Lynch July 2009 - March 2014
JP Morgan July 2008 - June 2009
Bear Stearns July 2006 - June 2008
Skills
Quantitative Analytics, Fixed Income, Capital Markets, Analytics, Valuation, Structured Products, Derivatives, Bloomberg, Hedge Funds, MBS, Alternative Investments, Securitization, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Structured Portfolio Management April 2014 - Present
Merrill Lynch July 2009 - March 2014
JP Morgan July 2008 - June 2009
Bear Stearns July 2006 - June 2008
Skills
Quantitative Analytics, Fixed Income, Capital Markets, Analytics, Valuation, Structured Products, Derivatives, Bloomberg, Hedge Funds, MBS, Alternative Investments, Securitization, Asset Management, Investments, Portfolio Management, Financial Modeling, Trading
Education
Colgate University 2002 — 2006
Bachelor of Arts (B.A.), Philosophy
Gregory Getschow's Bear Stearns Experience 2004 - 2008
Job Managing Director at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management March 2008 - Present
Bear Stearns 2004 - 2008
Bingham McCutchen 1989 - 1994
Skills
Investment Banking, Private Equity, Alternative Investments, Valuation, Hedge Funds, Asset Management, Investments, Capital Markets, Equities
Education
Villanova University School of Law 1986 — 1989
J.D.
Colby College 1982 — 1986
A.B.
Hebron
JP Morgan Asset Management March 2008 - Present
Bear Stearns 2004 - 2008
Bingham McCutchen 1989 - 1994
Skills
Investment Banking, Private Equity, Alternative Investments, Valuation, Hedge Funds, Asset Management, Investments, Capital Markets, Equities
Education
Villanova University School of Law 1986 — 1989
J.D.
Colby College 1982 — 1986
A.B.
Hebron
Jim Hubbert's Bear Stearns Experience 1998 - 2006
Job Managing Director, Compliance at Societe Generale
Industry Financial Services
Experience
Societe Generale SG Americas August 2012 - Present
DeMatteo Monness LLC November 2009 - July 2012
Bear Wagner Specialists 2006 - 2009
Bear Stearns 1998 - 2006
Bear Stearns 1984 - 1998
Education
St. John's University School of Law 1978 — 1981
J.D., Law
City University of New York-Brooklyn College 1973 — 1978
B.A.
Societe Generale SG Americas August 2012 - Present
DeMatteo Monness LLC November 2009 - July 2012
Bear Wagner Specialists 2006 - 2009
Bear Stearns 1998 - 2006
Bear Stearns 1984 - 1998
Education
St. John's University School of Law 1978 — 1981
J.D., Law
City University of New York-Brooklyn College 1973 — 1978
B.A.
Chip Steppacher's Bear Stearns Experience 1994 - 2008
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan 2008 - Present
Bear Stearns 1994 - 2008
Bankers Trust Company 1988 - 1994
Ernst & Young 1977 - 1983
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Equities, Private Equity, Valuation, Alternative Investments, Derivatives, Commodity Markets, Accounting, Financial Services
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
Master of Business Administration (MBA), Accounting
Colgate University 1973 — 1977
BA, Economics
JP Morgan 2008 - Present
Bear Stearns 1994 - 2008
Bankers Trust Company 1988 - 1994
Ernst & Young 1977 - 1983
Skills
Capital Markets, Hedge Funds, Fixed Income, Investment Banking, Equities, Private Equity, Valuation, Alternative Investments, Derivatives, Commodity Markets, Accounting, Financial Services
Education
New York University - Leonard N. Stern School of Business 1977 — 1980
Master of Business Administration (MBA), Accounting
Colgate University 1973 — 1977
BA, Economics
Sharon McCulloch's Bear Stearns Experience June 2002 - September 2008
Job Financial Services Administrative Professional
Industry Financial Services
Experience
Bear Stearns June 2002 - September 2008
Warren International September 1999 - May 2002
Donaldson, Lufkin & Jenrette February 1989 - August 1999
Education
New York University 1993 — 1995
MS, Travel and Hospitality Managment
Columbia University - School of International and Public Affairs 1991 — 1993
Coursework, International Affairs
Université Paris-Sorbonne 1990 — 1991
Study Abroad, French Litterature
City University of New York-Hunter College 1985 — 1991
BA, Romance Languages
New York University
Certificate in Financial Planning
Bear Stearns June 2002 - September 2008
Warren International September 1999 - May 2002
Donaldson, Lufkin & Jenrette February 1989 - August 1999
Education
New York University 1993 — 1995
MS, Travel and Hospitality Managment
Columbia University - School of International and Public Affairs 1991 — 1993
Coursework, International Affairs
Université Paris-Sorbonne 1990 — 1991
Study Abroad, French Litterature
City University of New York-Hunter College 1985 — 1991
BA, Romance Languages
New York University
Certificate in Financial Planning
Stan Akerman's Bear Stearns Experience April 1994 - June 1996
Job Business Systems Analyst at AIG
Industry Insurance
Experience
Major Insurance Company February 2010 - Present
Pride Technology September 2009 - January 2010
Travelers December 2001 - August 2009
Independent Consultant July 2001 - December 2001
Lehman Brothers March 2000 - June 2001
Sharp Decisions April 1994 - June 2001
New York Life September 1997 - February 2000
Bankers Trust June 1996 - August 1997
Bear Stearns April 1994 - June 1996
TCAM SYSTEMS, INC April 1982 - April 1994
Skills
Business Analysis, Requirements Gathering, Microsoft Office, Project Management, UAT Coordination, C++, SQL, Databases, Microsoft Project, Project Estimation, Product Lifecycle..., Equities, Commodity, Options, Property & Casualty..., Business Process..., HP Quality Center, Software Project..., Access, Analysis, SDLC, Fixed Income, Oracle, Risk Management
Education
New York University
Master of Science (MS), Computer Science
City University of New York-Brooklyn College
Bachelor of Science (BS), Mathematics
Major Insurance Company February 2010 - Present
Pride Technology September 2009 - January 2010
Travelers December 2001 - August 2009
Independent Consultant July 2001 - December 2001
Lehman Brothers March 2000 - June 2001
Sharp Decisions April 1994 - June 2001
New York Life September 1997 - February 2000
Bankers Trust June 1996 - August 1997
Bear Stearns April 1994 - June 1996
TCAM SYSTEMS, INC April 1982 - April 1994
Skills
Business Analysis, Requirements Gathering, Microsoft Office, Project Management, UAT Coordination, C++, SQL, Databases, Microsoft Project, Project Estimation, Product Lifecycle..., Equities, Commodity, Options, Property & Casualty..., Business Process..., HP Quality Center, Software Project..., Access, Analysis, SDLC, Fixed Income, Oracle, Risk Management
Education
New York University
Master of Science (MS), Computer Science
City University of New York-Brooklyn College
Bachelor of Science (BS), Mathematics
Al Levinson's Bear Stearns Experience April 1990 - September 1992
Job President at overlay investments
Industry Financial Services
Experience
overlay investments January 2004 - Present
Knight Securities December 1998 - May 2000
Knight Capital Group 1998 - 2000
Knight Capital 1998 - 2000
Bear Stearns April 1990 - September 1992
Skills
Economics, Investments, Series 7, Hedge Funds, Equities, Options, Financial Risk, Proprietary Trading, Securities, Trading, Management
Education
City University of New York-Herbert H. Lehman College
masters, Economics lunch poker
overlay investments January 2004 - Present
Knight Securities December 1998 - May 2000
Knight Capital Group 1998 - 2000
Knight Capital 1998 - 2000
Bear Stearns April 1990 - September 1992
Skills
Economics, Investments, Series 7, Hedge Funds, Equities, Options, Financial Risk, Proprietary Trading, Securities, Trading, Management
Education
City University of New York-Herbert H. Lehman College
masters, Economics lunch poker
Daniel Somma's Bear Stearns Experience August 2005 - November 2007
Job Desktop Publisher at OchZiff Capital Management
Industry Financial Services
Experience
Och-Ziff Capital Management Group February 2008 - Present
Bear Stearns August 2005 - November 2007
Bear Stearns December 2000 - August 2005
Bear Stearns January 1998 - December 2000
Skills
PowerPoint, Adobe Acrobat, Software Documentation, Microsoft Excel, Management, Microsoft Office, Editing, Adobe Creative Suite, Outlook, Microsoft Word, Microsoft Publisher, Illustrator, Program Management, Social Media, Marketing, Sound Editing, PCDocs, Photoshop, Hedge Funds, Lotus Notes, MapPoint, SnagIt, Acid Pro, Sound Forge, Android, DocsOpen, iManage, Document Design, Document Management
Education
City University of New York-John Jay College of Criminal Justice
BA, Forensic Psychology
Och-Ziff Capital Management Group February 2008 - Present
Bear Stearns August 2005 - November 2007
Bear Stearns December 2000 - August 2005
Bear Stearns January 1998 - December 2000
Skills
PowerPoint, Adobe Acrobat, Software Documentation, Microsoft Excel, Management, Microsoft Office, Editing, Adobe Creative Suite, Outlook, Microsoft Word, Microsoft Publisher, Illustrator, Program Management, Social Media, Marketing, Sound Editing, PCDocs, Photoshop, Hedge Funds, Lotus Notes, MapPoint, SnagIt, Acid Pro, Sound Forge, Android, DocsOpen, iManage, Document Design, Document Management
Education
City University of New York-John Jay College of Criminal Justice
BA, Forensic Psychology
Alex Krasner's Bear Stearns Experience 1999 - 2008
Job Associate, Operations @ Needham & Company LLC
Industry Financial Services
Experience
Needham & Company September 2015 - Present
Con Edison Inc. February 2014 - March 2014
JPMorgan Chase December 2012 - March 2013
JPMorgan Chase June 1999 - December 2012
Bear Stearns 1999 - 2008
KPMG LLP February 1998 - February 1999
Skills
Credit, Securities, Accounting, Analysis, Due Diligence, Finance, Financial Analysis, Banking, Equities, Investments, AML, Options, Financial Services, Bloomberg, Fixed Income, Derivatives, Capital Markets, Trading, Investment Banking, Middle Office, Portfolio Management, Asset Managment, Hedge Funds, Mutual Funds, Series 7, Financial Markets, Risk Management, Credit Analysis, Alternative Investments, KYC, FX Options, Settlement, Back Office, Trading Systems, Series 63, Asset Management, Electronic Trading, Bonds, Anti Money Laundering
Education
City University of New York-College of Staten Island 1990 — 1994
Bachelor of Science, Economics
FDR High School
HS Diploma, Physical Sciences
Needham & Company September 2015 - Present
Con Edison Inc. February 2014 - March 2014
JPMorgan Chase December 2012 - March 2013
JPMorgan Chase June 1999 - December 2012
Bear Stearns 1999 - 2008
KPMG LLP February 1998 - February 1999
Skills
Credit, Securities, Accounting, Analysis, Due Diligence, Finance, Financial Analysis, Banking, Equities, Investments, AML, Options, Financial Services, Bloomberg, Fixed Income, Derivatives, Capital Markets, Trading, Investment Banking, Middle Office, Portfolio Management, Asset Managment, Hedge Funds, Mutual Funds, Series 7, Financial Markets, Risk Management, Credit Analysis, Alternative Investments, KYC, FX Options, Settlement, Back Office, Trading Systems, Series 63, Asset Management, Electronic Trading, Bonds, Anti Money Laundering
Education
City University of New York-College of Staten Island 1990 — 1994
Bachelor of Science, Economics
FDR High School
HS Diploma, Physical Sciences
Alan Weiss's Bear Stearns Experience June 2006 - March 2007
Job NOC / Data Center Engineer at CenturyLink
Industry Computer Networking
Experience
CenturyLink / Bank of America November 2010 - Present
NYSE Euronext April 2010 - November 2010
Bank of New York Mellon April 2007 - April 2010
Bear Stearns June 2006 - March 2007
Morgan Stanley May 2005 - May 2006
Glowpoint Inc September 2002 - April 2005
Skills
Cisco Technologies, VPN, Switches, Routers, OSPF, BGP, TCP/IP, WAN, EIGRP, Firewalls, Juniper, DNS, Cisco Nexus, Routing Protocols, RIP, Cisco Routers, Networking
Education
City University of New York-Herbert H. Lehman College
BA
CenturyLink / Bank of America November 2010 - Present
NYSE Euronext April 2010 - November 2010
Bank of New York Mellon April 2007 - April 2010
Bear Stearns June 2006 - March 2007
Morgan Stanley May 2005 - May 2006
Glowpoint Inc September 2002 - April 2005
Skills
Cisco Technologies, VPN, Switches, Routers, OSPF, BGP, TCP/IP, WAN, EIGRP, Firewalls, Juniper, DNS, Cisco Nexus, Routing Protocols, RIP, Cisco Routers, Networking
Education
City University of New York-Herbert H. Lehman College
BA
Simon Spitalny's Bear Stearns Experience August 2007 - May 2008
Job Vice President Institutional Equity Sales at MUFG
Industry Capital Markets
Experience
Mitsubishi UFJ Securities March 2012 - Present
Sidoti & Company, LLC February 2010 - March 2012
AllianceBernstein May 2008 - September 2009
Bear Stearns August 2007 - May 2008
American Institute of Chemical Engineers June 2006 - July 2007
Skills
Hedge Funds, Series 7, Equities, Series 63, Financial Services, Bloomberg, Financial Modeling, Fixed Income
Education
New York University 2007 — 2007
Accounting
Clark University 2002 — 2006
Bachelor of Arts, International Relations
University of London
Mitsubishi UFJ Securities March 2012 - Present
Sidoti & Company, LLC February 2010 - March 2012
AllianceBernstein May 2008 - September 2009
Bear Stearns August 2007 - May 2008
American Institute of Chemical Engineers June 2006 - July 2007
Skills
Hedge Funds, Series 7, Equities, Series 63, Financial Services, Bloomberg, Financial Modeling, Fixed Income
Education
New York University 2007 — 2007
Accounting
Clark University 2002 — 2006
Bachelor of Arts, International Relations
University of London
Jason Giusti's Bear Stearns Experience March 1993 - April 2009
Job Lead Data Center Operator
Industry Information Technology and Services
Experience
IBM Contractor December 2012 - Present
MHM Digital Solutions January 2010 - November 2012
NDIINC May 2009 - December 2009
Bear Stearns March 1993 - April 2009
Skills
Windows NT, Mainframe, MVS, TSO, Operating Systems, Computer Hardware, Windows 2000, Windows, Outlook, Software Documentation, JCL, Unix, Disaster Recovery, Integration, Data Center, Hardware, System Deployment, Leadership, Management, Microsoft Office, Customer Service, Social Media
Education
City University of New York-Brooklyn College 1989 — 1993
IBM Contractor December 2012 - Present
MHM Digital Solutions January 2010 - November 2012
NDIINC May 2009 - December 2009
Bear Stearns March 1993 - April 2009
Skills
Windows NT, Mainframe, MVS, TSO, Operating Systems, Computer Hardware, Windows 2000, Windows, Outlook, Software Documentation, JCL, Unix, Disaster Recovery, Integration, Data Center, Hardware, System Deployment, Leadership, Management, Microsoft Office, Customer Service, Social Media
Education
City University of New York-Brooklyn College 1989 — 1993
Catherine Sheehy's Bear Stearns Experience February 2006 - March 2008
Job Senior Registered Client Service Associate at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney July 2010 - Present
UBS March 2008 - July 2010
Bear Stearns February 2006 - March 2008
Advest, Inc. November 2004 - February 2006
Education
Colby College 2000 — 2004
BA, Economics
Morgan Stanley Smith Barney July 2010 - Present
UBS March 2008 - July 2010
Bear Stearns February 2006 - March 2008
Advest, Inc. November 2004 - February 2006
Education
Colby College 2000 — 2004
BA, Economics
Beth Fulton's Bear Stearns Experience July 2005 - March 2008
Job Executive Director at Ally Bank
Industry Financial Services
Experience
Ally Financial Inc. October 2009 - Present
Contrarian Capital Management March 2008 - October 2009
Bear Stearns July 2005 - March 2008
Skills
Series 63, Capital Markets, Fixed Income, Structuring, Trading, Series 7, Hedge Funds, MBS
Education
Colgate University 2001 — 2005
BA, Political Science
Ally Financial Inc. October 2009 - Present
Contrarian Capital Management March 2008 - October 2009
Bear Stearns July 2005 - March 2008
Skills
Series 63, Capital Markets, Fixed Income, Structuring, Trading, Series 7, Hedge Funds, MBS
Education
Colgate University 2001 — 2005
BA, Political Science
Billy Calloway's Bear Stearns Experience July 2006 - February 2008
Job Capital Specialist at Fora Financial
Industry Financial Services
Experience
Fora Financial January 2015 - Present
Allen School of Health Sciences September 2012 - November 2014
Art Institute of New York August 2011 - September 2012
UBS Wealth Management March 2008 - April 2009
Bear Stearns July 2006 - February 2008
MF Global October 1998 - January 2006
Lamonaca Trading April 1986 - September 1998
Skills
Recruiting, Sales, Best Execution, Electronic Trading, Operations, Commodity Markets, Options, Commodity, Trading, World Class Customer..., Derivatives, Equities, Currency, Fixed Income, Middle Office, Hedge Funds, Banking, Investment Banking, Training, Prime Brokerage
Education
City University of New York-Hunter College 1985 — 1987
History
Fora Financial January 2015 - Present
Allen School of Health Sciences September 2012 - November 2014
Art Institute of New York August 2011 - September 2012
UBS Wealth Management March 2008 - April 2009
Bear Stearns July 2006 - February 2008
MF Global October 1998 - January 2006
Lamonaca Trading April 1986 - September 1998
Skills
Recruiting, Sales, Best Execution, Electronic Trading, Operations, Commodity Markets, Options, Commodity, Trading, World Class Customer..., Derivatives, Equities, Currency, Fixed Income, Middle Office, Hedge Funds, Banking, Investment Banking, Training, Prime Brokerage
Education
City University of New York-Hunter College 1985 — 1987
History
Roger Scully's Bear Stearns Experience 2004 - 2008
Job Healthcare Specialist
Industry Financial Services
Experience
JMP Securities February 2011 - Present
Maxim Group June 2010 - November 2010
Leerink Swann 2008 - 2008
Bear Stearns 2004 - 2008
Merrill Lynch 2002 - 2004
Merrill Lynch 1998 - 2002
Waterhouse Securities 1998 - 1998
Montrose Capital Management 1997 - 1998
Monroe Parker Securities 1996 - 1997
Skills
Capital Markets, Financial Modeling, Corporate Finance, Equity Research, Valuation, Investment Banking, Investments, Equities, Hedge Funds, Series 7, Series 55, Series 63, Series 24, Private Equity, Due Diligence, Operations, Securities, Business Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Equity Trading, Mutual Funds, Alternative Investments, Investor Relations
Education
City University of New York-Herbert H. Lehman College 1992 — 1996
Bachelor of Arts (BA), Anthropology
JMP Securities February 2011 - Present
Maxim Group June 2010 - November 2010
Leerink Swann 2008 - 2008
Bear Stearns 2004 - 2008
Merrill Lynch 2002 - 2004
Merrill Lynch 1998 - 2002
Waterhouse Securities 1998 - 1998
Montrose Capital Management 1997 - 1998
Monroe Parker Securities 1996 - 1997
Skills
Capital Markets, Financial Modeling, Corporate Finance, Equity Research, Valuation, Investment Banking, Investments, Equities, Hedge Funds, Series 7, Series 55, Series 63, Series 24, Private Equity, Due Diligence, Operations, Securities, Business Analysis, Financial Analysis, Microsoft Office, Microsoft Excel, Microsoft Word, Trading, Equity Trading, Mutual Funds, Alternative Investments, Investor Relations
Education
City University of New York-Herbert H. Lehman College 1992 — 1996
Bachelor of Arts (BA), Anthropology
Michael Sekits's Bear Stearns Experience February 1994 - January 1999
Job Partner at Jacobs Asset Management
Industry Financial Services
Experience
Acorns March 2014 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage) June 2009 - Present
Jacobs Asset Management May 2006 - Present
Sekits Capital, Inc. March 1999 - Present
Acorns 2014 - 2015
Claremont McKenna College 2013 - 2015
Claremont McKenna College 2013 - 2015
Bear Stearns February 1994 - January 1999
The Shansby Group January 1990 - January 1994
Skills
Venture Capital, Real Estate Financing, Board of Directors, Corporate Strategy..., Brand Development, Corporate Finance, Start-up Ventures, Community Banking, Distressed Assets, Reverse Mortgages, Residential Mortgages, Mortgage Servicing, Investments, Finance
Education
Claremont McKenna College 1984 — 1988
Bachelor's degree, Economics and Accounting
Bainbridge High School 1980 — 1984
Acorns March 2014 - Present
American Advisors Group, Inc. (AAG Reverse Mortgage) June 2009 - Present
Jacobs Asset Management May 2006 - Present
Sekits Capital, Inc. March 1999 - Present
Acorns 2014 - 2015
Claremont McKenna College 2013 - 2015
Claremont McKenna College 2013 - 2015
Bear Stearns February 1994 - January 1999
The Shansby Group January 1990 - January 1994
Skills
Venture Capital, Real Estate Financing, Board of Directors, Corporate Strategy..., Brand Development, Corporate Finance, Start-up Ventures, Community Banking, Distressed Assets, Reverse Mortgages, Residential Mortgages, Mortgage Servicing, Investments, Finance
Education
Claremont McKenna College 1984 — 1988
Bachelor's degree, Economics and Accounting
Bainbridge High School 1980 — 1984
Jack Fung's Bear Stearns Experience January 2006 - March 2008
Job VP at Nomura
Industry Banking
Experience
Nomura Securities February 2013 - Present
JPMorgan Chase March 2008 - Present
Bear Stearns January 2006 - March 2008
Refco March 2005 - December 2005
Sumitomo Trust and Banking June 2002 - February 2005
Education
City University of New York-Brooklyn College
B.S., Business, Finance and Management
Nomura Securities February 2013 - Present
JPMorgan Chase March 2008 - Present
Bear Stearns January 2006 - March 2008
Refco March 2005 - December 2005
Sumitomo Trust and Banking June 2002 - February 2005
Education
City University of New York-Brooklyn College
B.S., Business, Finance and Management
Christina Crespo's Bear Stearns Experience December 1998 - August 2008
Job Analyst
Industry Financial Services
Experience
Nomura April 2012 - Present
Elant Inc. September 2010 - April 2012
Bear Stearns December 1998 - August 2008
Education
City University of New York-John Jay College of Criminal Justice 1993 — 1998
BA, Criminal Justice
Nomura April 2012 - Present
Elant Inc. September 2010 - April 2012
Bear Stearns December 1998 - August 2008
Education
City University of New York-John Jay College of Criminal Justice 1993 — 1998
BA, Criminal Justice
Jack Bayer's Bear Stearns Experience May 1985 - June 2008
Job Associate Director at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2008 - Present
Bear Stearns May 1985 - June 2008
Education
SUNY at Buffalo 1981 — 1983
MBA
Coe College 1969 — 1973
B. A., Political Science
J.P. Morgan June 2008 - Present
Bear Stearns May 1985 - June 2008
Education
SUNY at Buffalo 1981 — 1983
MBA
Coe College 1969 — 1973
B. A., Political Science
Harrison Wreschner's Bear Stearns Experience 2003 - 2006
Job Principal at Andalusian Capital Partners
Industry Investment Management
Experience
Andalusian Capital Partners August 2009 - Present
Agamas Capital Partners 2006 - 2009
Bear Stearns 2003 - 2006
Education
Colby College
Mka
Andalusian Capital Partners August 2009 - Present
Agamas Capital Partners 2006 - 2009
Bear Stearns 2003 - 2006
Education
Colby College
Mka
Terry Perperis's Bear Stearns Experience July 1983 - January 2000
Job Senior Systems Architect at Time Warner Inc.
Industry Entertainment
Experience
Time Warner Inc. January 2000 - Present
Bear Stearns July 1983 - January 2000
Bankers Trust January 1979 - July 1983
Skills
Oracle SQL, Microsoft SQL Server, Sybase, DB2, Net Express, COBOL, ColdFusion, PowerBuilder, REXX
Education
NYU Stern School of Business 1976 — 1982
MBA, Finance
Brooklyn College 1963 — 1968
BA, Economics
Time Warner Inc. January 2000 - Present
Bear Stearns July 1983 - January 2000
Bankers Trust January 1979 - July 1983
Skills
Oracle SQL, Microsoft SQL Server, Sybase, DB2, Net Express, COBOL, ColdFusion, PowerBuilder, REXX
Education
NYU Stern School of Business 1976 — 1982
MBA, Finance
Brooklyn College 1963 — 1968
BA, Economics
stephANIE Stephanie Nicosia's Bear Stearns Experience March 1996 - June 2001
Job stock loan at homemaker
Industry Financial Services
Experience
homemaker 2007 - Present
Lehman Brothers June 2001 - July 2007
Bear Stearns March 1996 - June 2001
Skills
Series 63, Securities Lending, Series 7, Fixed Income, Equities, Bloomberg
Education
Brooklyn College 1991 — 1995
Bachelor's degree, Health/Health Care Administration/Management
homemaker 2007 - Present
Lehman Brothers June 2001 - July 2007
Bear Stearns March 1996 - June 2001
Skills
Series 63, Securities Lending, Series 7, Fixed Income, Equities, Bloomberg
Education
Brooklyn College 1991 — 1995
Bachelor's degree, Health/Health Care Administration/Management
Lauren DiDonato's Bear Stearns Experience September 2004 - October 2007
Job Sales Assistant at BofaML
Industry Financial Services
Experience
Bank of America April 2012 - Present
Fidelity Investments June 2008 - April 2012
Bear Stearns September 2004 - October 2007
Skills
Client Experience, Operations, Reconciliation, Account Reconciliation, Payments, Finance, Administration, Expenses, Fixed Income, Bloomberg
Education
Brooklyn College
BA, Psychology
Bank of America April 2012 - Present
Fidelity Investments June 2008 - April 2012
Bear Stearns September 2004 - October 2007
Skills
Client Experience, Operations, Reconciliation, Account Reconciliation, Payments, Finance, Administration, Expenses, Fixed Income, Bloomberg
Education
Brooklyn College
BA, Psychology
Eric Zaleski's Bear Stearns Experience February 2000 - September 2008
Job National Service Manager
Industry Medical Devices
Experience
Marquis Medical, LLC February 2009 - Present
Bear Stearns February 2000 - September 2008
Skills
Medical Devices, Product Development, Leadership, Strategic Planning, Project Management, Product Management, Microsoft Office, Start-ups, Management, Salesforce.com, Contract Negotiation, SaaS, Process Improvement, New Business Development, Cloud Computing, Business Development, Asset Managment, Sales Management, Healthcare, Microsoft Excel, Sales
Education
Colgate University 1995 — 1999
Manalapan HS 1991 — 1995
Marquis Medical, LLC February 2009 - Present
Bear Stearns February 2000 - September 2008
Skills
Medical Devices, Product Development, Leadership, Strategic Planning, Project Management, Product Management, Microsoft Office, Start-ups, Management, Salesforce.com, Contract Negotiation, SaaS, Process Improvement, New Business Development, Cloud Computing, Business Development, Asset Managment, Sales Management, Healthcare, Microsoft Excel, Sales
Education
Colgate University 1995 — 1999
Manalapan HS 1991 — 1995
Judy Matos Zea's Bear Stearns Experience 1991 - 1996
Job Finance Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank January 2010 - Present
Deutsche Bank October 2004 - January 2010
US Trust September 2003 - October 2004
Morgan Stanley January 2000 - September 2003
Morgan Stanley January 1998 - January 2000
Morgan Stanley 1996 - 1998
Bear Stearns 1991 - 1996
Education
Brooklyn College
Bachelor of Science (BS), Accounting
Long Island University, Brooklyn Campus
Master of Business Administration (MBA), Business Administration and Management, General
Deutsche Bank January 2010 - Present
Deutsche Bank October 2004 - January 2010
US Trust September 2003 - October 2004
Morgan Stanley January 2000 - September 2003
Morgan Stanley January 1998 - January 2000
Morgan Stanley 1996 - 1998
Bear Stearns 1991 - 1996
Education
Brooklyn College
Bachelor of Science (BS), Accounting
Long Island University, Brooklyn Campus
Master of Business Administration (MBA), Business Administration and Management, General
Lance Riddle, CFP®'s Bear Stearns Experience June 1998 - January 2001
Job Principal at Capitalguard Financial
Industry Financial Services
Experience
Capitalguard Financial January 2001 - Present
OptimalFolios January 2014 - Present
Bear Stearns June 1998 - January 2001
Merrill Lynch June 1996 - June 1998
Smith Barney June 1992 - June 1996
Skills
Investments, Disability Insurance, Retirement Planning, Fixed Annuities, Estate Planning, 401k, Life Insurance, Securities, Insurance, Long Term Care Insurance, Retirement, Wealth Management..., Personal Financial..., 401k Rollovers, Traditional IRA, SEP IRA, Equity Indexed Annuities, Investment Advisory, Long-term Care, Tactical Asset..., Life Settlements, Financial Planners, Investment Strategies, 401k Plans, Indexed Annuities, Key Person Insurance, Buy-sell Agreements, Term Life Insurance
Education
University of Oklahoma
Bachelor's degree
College for Financial Planning
Capitalguard Financial January 2001 - Present
OptimalFolios January 2014 - Present
Bear Stearns June 1998 - January 2001
Merrill Lynch June 1996 - June 1998
Smith Barney June 1992 - June 1996
Skills
Investments, Disability Insurance, Retirement Planning, Fixed Annuities, Estate Planning, 401k, Life Insurance, Securities, Insurance, Long Term Care Insurance, Retirement, Wealth Management..., Personal Financial..., 401k Rollovers, Traditional IRA, SEP IRA, Equity Indexed Annuities, Investment Advisory, Long-term Care, Tactical Asset..., Life Settlements, Financial Planners, Investment Strategies, 401k Plans, Indexed Annuities, Key Person Insurance, Buy-sell Agreements, Term Life Insurance
Education
University of Oklahoma
Bachelor's degree
College for Financial Planning
Richard Duffield's Bear Stearns Experience June 2006 - June 2008
Job Director at Citi
Industry Financial Services
Experience
Citi June 2008 - Present
Bear Stearns June 2006 - June 2008
Greenwich Associates June 2004 - June 2006
Skills
Convertible Bonds, Equity Derivatives
Education
Colgate University 2000 — 2004
Bachelor of Arts (B.A.), Economics
St. Paul's School 1996 — 2000
Citi June 2008 - Present
Bear Stearns June 2006 - June 2008
Greenwich Associates June 2004 - June 2006
Skills
Convertible Bonds, Equity Derivatives
Education
Colgate University 2000 — 2004
Bachelor of Arts (B.A.), Economics
St. Paul's School 1996 — 2000
Peter Horowitz's Bear Stearns Experience April 1994 - February 2002
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors LLC February 2002 - Present
Bear Stearns April 1994 - February 2002
Skills
Mutual Funds, Equities, Retirement Planning, Fixed Income
Education
Clark University 1984 — 1988
Bachelor of Arts (B.A.), Psychology
John Glenn
Wells Fargo Advisors LLC February 2002 - Present
Bear Stearns April 1994 - February 2002
Skills
Mutual Funds, Equities, Retirement Planning, Fixed Income
Education
Clark University 1984 — 1988
Bachelor of Arts (B.A.), Psychology
John Glenn
Victoria Parra's Bear Stearns Experience July 2007 - July 2008
Job Executive Assistant at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2008 - Present
Bear Stearns July 2007 - July 2008
Cushman & Wakefield (Citibank) April 1999 - April 2007
Education
City University of New York-John Jay College of Criminal Justice 1988 — 1992
Bachelor's Degree, Criminal Justice
J.P. Morgan July 2008 - Present
Bear Stearns July 2007 - July 2008
Cushman & Wakefield (Citibank) April 1999 - April 2007
Education
City University of New York-John Jay College of Criminal Justice 1988 — 1992
Bachelor's Degree, Criminal Justice
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS