Bear Stearns
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, New York, United States Founded: 1 May 1923, New York City, New York, United States Subsidiaries: JP Morgan Securities Inc, Balducci's, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
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Bear Stearns Employees
Employee
Years
Job
Industry
Nancy Perlman Nancy Perlman's Bear Stearns Experience 1985 - 2009
Job Manager, Change Communications at CocaCola Refreshments
Industry Consumer Goods
Experience
Coca-Cola Refreshments October 2010 - Present
Coca-Cola Enterprises January 2009 - September 2010
JPMorgan Chase 2008 - 2009
Bear Stearns 1985 - 2009
Skills
Employee Engagement, Internal Communications, Organizational..., Training, Talent Management, Market Research, Public Speaking, Organizational..., Employee Benefits, Performance Management, Recruiting, HR Consulting, Change Management, Strategy, Crisis Communications, Team Building, Deferred Compensation, Personnel Management, Culture Change, Strategic Thinking, Leadership Development, Strategic Communications, Policy, Team Leadership, Program Management, Succession Planning, Workshop Facilitation, Change Communications, HRIS, HR Policies, Corporate Communications, Budgets, Project Management, Communication Training, Employee Relations, Management, Project Planning, Organizational Design, Onboarding, Human Resources, Employee Training, Leadership, Coaching, Team Management, Event Management, Strategic Planning, Talent Acquisition, Time Management, CRM, Cross-functional Team...
Education
College of Saint Elizabeth
New York University
Coca-Cola Refreshments October 2010 - Present
Coca-Cola Enterprises January 2009 - September 2010
JPMorgan Chase 2008 - 2009
Bear Stearns 1985 - 2009
Skills
Employee Engagement, Internal Communications, Organizational..., Training, Talent Management, Market Research, Public Speaking, Organizational..., Employee Benefits, Performance Management, Recruiting, HR Consulting, Change Management, Strategy, Crisis Communications, Team Building, Deferred Compensation, Personnel Management, Culture Change, Strategic Thinking, Leadership Development, Strategic Communications, Policy, Team Leadership, Program Management, Succession Planning, Workshop Facilitation, Change Communications, HRIS, HR Policies, Corporate Communications, Budgets, Project Management, Communication Training, Employee Relations, Management, Project Planning, Organizational Design, Onboarding, Human Resources, Employee Training, Leadership, Coaching, Team Management, Event Management, Strategic Planning, Talent Acquisition, Time Management, CRM, Cross-functional Team...
Education
College of Saint Elizabeth
New York University
Mark Wieser Mark Wieser's Bear Stearns Experience 2006 - 2009
Job Decision & Risk Analysis
Industry Financial Services
Experience
Citigroup 2010 - Present
Bear Stearns 2006 - 2009
Citigroup, Inc 2005 - 2006
McKinsey & Company, Inc. 1999 - 2003
Renaissance Worldwide, Inc. 1996 - 1999
Skills
Portfolio Management, Fixed Income, Derivatives, Financial Modeling, Investments, Operational Risk, Risk Analytics, Knowledge Management, Information Management, Quantitative Finance, Capital Markets, Risk Management, Relationship Management, Statistics, Refactoring, Basel II, Basel III, Surveillance, Trading, Options, Trading Systems, Securities, Market Risk, Equity Derivatives, Finance, Business Analysis, Investment Strategies, Financial Risk, Electronic Trading, Financial Markets, Process Redesign, Technology Solutions...
Education
Columbia University - Columbia Business School 2003 — 2005
M.B.A., Finance & Economics, Decision & Risk Analysis
Columbia University - Graduate School of Arts and Sciences 2008 — 2010
M.A., Statistics/Probability
University of Notre Dame
B.S., Electrical Engineering
Citigroup 2010 - Present
Bear Stearns 2006 - 2009
Citigroup, Inc 2005 - 2006
McKinsey & Company, Inc. 1999 - 2003
Renaissance Worldwide, Inc. 1996 - 1999
Skills
Portfolio Management, Fixed Income, Derivatives, Financial Modeling, Investments, Operational Risk, Risk Analytics, Knowledge Management, Information Management, Quantitative Finance, Capital Markets, Risk Management, Relationship Management, Statistics, Refactoring, Basel II, Basel III, Surveillance, Trading, Options, Trading Systems, Securities, Market Risk, Equity Derivatives, Finance, Business Analysis, Investment Strategies, Financial Risk, Electronic Trading, Financial Markets, Process Redesign, Technology Solutions...
Education
Columbia University - Columbia Business School 2003 — 2005
M.B.A., Finance & Economics, Decision & Risk Analysis
Columbia University - Graduate School of Arts and Sciences 2008 — 2010
M.A., Statistics/Probability
University of Notre Dame
B.S., Electrical Engineering
Fred Hung Fred Hung's Bear Stearns Experience 2006 - 2008
Job Senior Manager at Deloitte
Industry Financial Services
Experience
Deloitte 2011 - Present
Navy Reserve 2008 - Present
Bear Stearns 2006 - 2008
UBS Investment Bank 2005 - 2006
Dresdner Kleinwort Wasserstein 2004 - 2005
Deutsche Bank 2002 - 2004
Deloitte Consulting 1997 - 2000
Skills
Financial Modeling, Valuation, Mergers, Corporate Development, Strategy, Equities, Financial Services, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Capital Markets, Financial Analysis, Hedge Funds, Equity Research, Venture Capital, Energy, M&A experience, Business Valuation, Emerging Markets, Management Consulting, Asset Managment, Mergers & Acquisitions, Finance
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania 1993 — 1997
BA, Diplomatic History
Deloitte 2011 - Present
Navy Reserve 2008 - Present
Bear Stearns 2006 - 2008
UBS Investment Bank 2005 - 2006
Dresdner Kleinwort Wasserstein 2004 - 2005
Deutsche Bank 2002 - 2004
Deloitte Consulting 1997 - 2000
Skills
Financial Modeling, Valuation, Mergers, Corporate Development, Strategy, Equities, Financial Services, Private Equity, Corporate Finance, Investment Banking, Due Diligence, Capital Markets, Financial Analysis, Hedge Funds, Equity Research, Venture Capital, Energy, M&A experience, Business Valuation, Emerging Markets, Management Consulting, Asset Managment, Mergers & Acquisitions, Finance
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania 1993 — 1997
BA, Diplomatic History
Arnold Kim Arnold Kim's Bear Stearns Experience 1999 - 2001
Job Chief Operating Officer
Industry Wireless
Experience
Advanced RF Technologies 2011 - Present
PGP Capital Advisors 2008 - 2011
Evercore Partners 2006 - 2008
J.P. Morgan 2005 - 2005
PGP Capital Advisors 2004 - 2004
AXA Advisors 2002 - 2003
Bear Stearns 1999 - 2001
Citi 1998 - 1999
Skills
RF
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Economics, International Business
Columbia University in the City of New York 1994 — 1998
BA, English, Economics
Advanced RF Technologies 2011 - Present
PGP Capital Advisors 2008 - 2011
Evercore Partners 2006 - 2008
J.P. Morgan 2005 - 2005
PGP Capital Advisors 2004 - 2004
AXA Advisors 2002 - 2003
Bear Stearns 1999 - 2001
Citi 1998 - 1999
Skills
RF
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance and Economics, International Business
Columbia University in the City of New York 1994 — 1998
BA, English, Economics
Shawn Ciezki Shawn Ciezki's Bear Stearns Experience September 1999 - November 2002
Job Copy Editor & Proofreader
Industry Writing and Editing
Experience
Youthforce June 2008 - Present
Freelance Photographer May 2003 - Present
Bear Stearns September 1999 - November 2002
Giuliano Bugialli (Professional Chef/Cookbook Writer) September 1996 - September 1999
Howmet Refurbishment June 1996 - August 1997
USDA-APHIS May 1992 - May 1996
US Army July 1987 - July 1991
Skills
Photography, Social Media, Research, E-Learning, Public Speaking, Copy Editing, AP Style, Proofreading
Education
Colorado State University 1991 — 1996
Technical Journalism (B.A.), Writing/Photography
Youthforce June 2008 - Present
Freelance Photographer May 2003 - Present
Bear Stearns September 1999 - November 2002
Giuliano Bugialli (Professional Chef/Cookbook Writer) September 1996 - September 1999
Howmet Refurbishment June 1996 - August 1997
USDA-APHIS May 1992 - May 1996
US Army July 1987 - July 1991
Skills
Photography, Social Media, Research, E-Learning, Public Speaking, Copy Editing, AP Style, Proofreading
Education
Colorado State University 1991 — 1996
Technical Journalism (B.A.), Writing/Photography
Rita Rak (Weintraub) Rita Rak (Weintraub)'s Bear Stearns Experience August 2001 - December 2003
Job VP Finance and Treasurer at National Basketball Association
Industry Sports
Experience
National Basketball Association April 2014 - Present
Interpublic June 2004 - April 2014
Bear Stearns August 2001 - December 2003
Skills
Corporate Finance, Risk Management, Financial Modeling, Corporate Development, Financial Analysis, Due Diligence, Valuation, Strategy, Analytics, Investment Banking, Strategic Planning, M&A experience, Forecasting, Finance
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
University of Pennsylvania 1991 — 1995
BAS, BioEngineering
National Basketball Association April 2014 - Present
Interpublic June 2004 - April 2014
Bear Stearns August 2001 - December 2003
Skills
Corporate Finance, Risk Management, Financial Modeling, Corporate Development, Financial Analysis, Due Diligence, Valuation, Strategy, Analytics, Investment Banking, Strategic Planning, M&A experience, Forecasting, Finance
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
University of Pennsylvania 1991 — 1995
BAS, BioEngineering
Marc Hollendoner's Bear Stearns Experience May 2007 - May 2008
Job Vice PresidentInvestments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC November 2012 - Present
Oppenheimer Investments May 2008 - November 2012
Bear Stearns May 2007 - May 2008
UBS September 2002 - May 2007
Skills
Investment Strategies, Financial Services, Retirement Planning, Equities, Fixed Income, Options, Mutual Funds, Insurance
Education
Colorado State University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Colorado State University
Wells Fargo Advisors, LLC November 2012 - Present
Oppenheimer Investments May 2008 - November 2012
Bear Stearns May 2007 - May 2008
UBS September 2002 - May 2007
Skills
Investment Strategies, Financial Services, Retirement Planning, Equities, Fixed Income, Options, Mutual Funds, Insurance
Education
Colorado State University 1998 — 2002
Bachelor of Arts (B.A.), Economics
Colorado State University
Philip Roan Philip Roan's Bear Stearns Experience 2005 - 2008
Job Manager at Deloitte
Industry Financial Services
Experience
Deloitte July 2012 - Present
Citi Group November 2009 - December 2011
JP Morgan 2008 - 2009
Bear Stearns 2005 - 2008
Constellation Energy 2003 - 2005
El Paso 2002 - 2002
Reliant Energy 2000 - 2002
Koch Industries 1994 - 2000
Skills
Risk Management, Quantitative Analysis, Market Risk, Commodity Markets, Commodity, Hedging, Commodity Risk..., Trading, Derivatives, Natural Gas, Options, Valuation, Financial Modeling, Credit Risk, Energy, Financial Structuring, Energy Markets, Financial Risk, Finance, Analysis
Education
Colorado School of Mines 1990 — 1994
Ph.D., Economics
Colorado School of Mines 1979 — 1983
B.Sc., Chemical Engineering
Deloitte July 2012 - Present
Citi Group November 2009 - December 2011
JP Morgan 2008 - 2009
Bear Stearns 2005 - 2008
Constellation Energy 2003 - 2005
El Paso 2002 - 2002
Reliant Energy 2000 - 2002
Koch Industries 1994 - 2000
Skills
Risk Management, Quantitative Analysis, Market Risk, Commodity Markets, Commodity, Hedging, Commodity Risk..., Trading, Derivatives, Natural Gas, Options, Valuation, Financial Modeling, Credit Risk, Energy, Financial Structuring, Energy Markets, Financial Risk, Finance, Analysis
Education
Colorado School of Mines 1990 — 1994
Ph.D., Economics
Colorado School of Mines 1979 — 1983
B.Sc., Chemical Engineering
Susan Kissel Susan Kissel's Bear Stearns Experience January 1980 - April 2003
Job Office Services Associate, at Technomic Inc.
Industry Management Consulting
Experience
Technomic Inc. September 2014 - Present
Technomic Inc. March 2005 - Present
Bear Stearns January 1980 - April 2003
Marshall Field's June 1976 - January 1980
Skills
Outlook, Research, Customer Service, Administrative..., Library, Calendar Planning, Library Collections, Receptionist Duties, Indexing, Office Equipment, Special Events..., Food Industry, Restaurant Industry, Microsoft Excel, Microsoft Word, Series 7, Series 63, Phone Etiquette, Sewing, Printing
Education
Western Illinois University 1976 — 1979
Bachelor of Arts (BA), History
College of DuPage 1996 — 1998
Library Technical Assistant Certificate
University of Illinois at Chicago 1975 — 1976
Criminal Justice and Corrections
Technomic Inc. September 2014 - Present
Technomic Inc. March 2005 - Present
Bear Stearns January 1980 - April 2003
Marshall Field's June 1976 - January 1980
Skills
Outlook, Research, Customer Service, Administrative..., Library, Calendar Planning, Library Collections, Receptionist Duties, Indexing, Office Equipment, Special Events..., Food Industry, Restaurant Industry, Microsoft Excel, Microsoft Word, Series 7, Series 63, Phone Etiquette, Sewing, Printing
Education
Western Illinois University 1976 — 1979
Bachelor of Arts (BA), History
College of DuPage 1996 — 1998
Library Technical Assistant Certificate
University of Illinois at Chicago 1975 — 1976
Criminal Justice and Corrections
Simon Zolotarev Simon Zolotarev's Bear Stearns Experience 2006 - 2006
Job Capital Family Holdings Inc. (CFH)
Industry Investment Management
Experience
Capital Family Holdings Inc. (CFH) 2013 - Present
Talara Capital Management 2012 - 2012
Harbourside Capital Management 2008 - 2011
Lusman Capital 2007 - 2008
Bear Stearns 2006 - 2006
MSU Foundation 2005 - 2006
Mercury-Club 2002 - 2005
7-Eleven 2000 - 2001
Education
Columbia University - Columbia Business School 2011 — 2013
Michigan State University 2003 — 2007
Bachelor
Capital Family Holdings Inc. (CFH) 2013 - Present
Talara Capital Management 2012 - 2012
Harbourside Capital Management 2008 - 2011
Lusman Capital 2007 - 2008
Bear Stearns 2006 - 2006
MSU Foundation 2005 - 2006
Mercury-Club 2002 - 2005
7-Eleven 2000 - 2001
Education
Columbia University - Columbia Business School 2011 — 2013
Michigan State University 2003 — 2007
Bachelor
Archer Covington's Bear Stearns Experience May 2000 - April 2008
Job Vice President at JP Morgan
Industry Financial Services
Experience
JP Morgan May 2008 - Present
Bear Stearns May 2000 - April 2008
Skills
Equities, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Trading, Capital Markets, Series 7, Options, Portfolio Management, Trading Systems, Equity Trading, Alternative Investments, Structured Products
Education
UNC Kenan-Flagler Business School 2013 — 2014
Master of Business Administration (MBA)
College of Charleston
Bachelor of Science (BS), International Business
JP Morgan May 2008 - Present
Bear Stearns May 2000 - April 2008
Skills
Equities, Derivatives, Fixed Income, Bloomberg, Hedge Funds, Trading, Capital Markets, Series 7, Options, Portfolio Management, Trading Systems, Equity Trading, Alternative Investments, Structured Products
Education
UNC Kenan-Flagler Business School 2013 — 2014
Master of Business Administration (MBA)
College of Charleston
Bachelor of Science (BS), International Business
Evan Schwartzfarb Evan Schwartzfarb's Bear Stearns Experience 1996 - 1998
Job Segment Capital
Industry Investment Management
Experience
Segment Capital January 2012 - Present
American Securities 2007 - January 2012
Lehman Brothers August 2003 - January 2007
Palm Capital Investors, Inc. 1998 - 2001
Bear Stearns 1996 - 1998
Skills
Due Diligence, Financial Modeling, Financial Analysis, Valuation, Investments, Finance, Entrepreneurship, Capital Markets, Equities, Mergers, LBO, Venture Capital, Hedge Funds, Securities, Emerging Markets, Asset Managment, Bloomberg, Portfolio Management, Private Equity, Business Development, Business, Negotiation, Start-ups
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Harvard University 1992 — 1996
BA
Segment Capital January 2012 - Present
American Securities 2007 - January 2012
Lehman Brothers August 2003 - January 2007
Palm Capital Investors, Inc. 1998 - 2001
Bear Stearns 1996 - 1998
Skills
Due Diligence, Financial Modeling, Financial Analysis, Valuation, Investments, Finance, Entrepreneurship, Capital Markets, Equities, Mergers, LBO, Venture Capital, Hedge Funds, Securities, Emerging Markets, Asset Managment, Bloomberg, Portfolio Management, Private Equity, Business Development, Business, Negotiation, Start-ups
Education
Columbia University - Columbia Business School 2001 — 2003
MBA
Harvard University 1992 — 1996
BA
Lakis Polycarpou's Bear Stearns Experience 1998 - 2008
Job Writer, Ecological Designer and Sustainable Development Consultant
Industry Writing and Editing
Experience
Columbia Water Center June 2014 - Present
Tarrytown Environmental Advisory Council May 2014 - Present
Numerous Publications 1997 - Present
Columbia Water Center June 2010 - April 2012
Green Phoenix Permaculture January 2009 - June 2010
Bear Stearns 1998 - 2008
Skills
Writing, Editing, Research, Social Media, Blogging, Sustainability, Copywriting, PowerPoint, Community Outreach, Copy Editing, Newsletters, InDesign, Adobe Creative Suite, Journalism, Content Development, Microsoft Office, Publishing, Nonprofits, News Writing, Storytelling, Interviews, Content Strategy, Facebook, Publications, Magazines, Social Media Marketing, Climate Change, Creative Writing, Sustainable Development, Proofreading, Fundraising, Editorial, Press Releases
Education
Columbia University - Graduate School of Journalism 1996 — 1997
MS, Journalism
Colorado College 1990 — 1994
BA, English
New York University
Columbia Water Center June 2014 - Present
Tarrytown Environmental Advisory Council May 2014 - Present
Numerous Publications 1997 - Present
Columbia Water Center June 2010 - April 2012
Green Phoenix Permaculture January 2009 - June 2010
Bear Stearns 1998 - 2008
Skills
Writing, Editing, Research, Social Media, Blogging, Sustainability, Copywriting, PowerPoint, Community Outreach, Copy Editing, Newsletters, InDesign, Adobe Creative Suite, Journalism, Content Development, Microsoft Office, Publishing, Nonprofits, News Writing, Storytelling, Interviews, Content Strategy, Facebook, Publications, Magazines, Social Media Marketing, Climate Change, Creative Writing, Sustainable Development, Proofreading, Fundraising, Editorial, Press Releases
Education
Columbia University - Graduate School of Journalism 1996 — 1997
MS, Journalism
Colorado College 1990 — 1994
BA, English
New York University
Jonathan Morgan Jonathan Morgan's Bear Stearns Experience June 2007 - May 2008
Job
Industry Real Estate
Experience
Morgan Properties January 2009 - Present
Apollo Real Estate Advisors May 2008 - January 2009
Bear Stearns June 2007 - May 2008
Skills
Real Estate, Negotiation, Investments, Real Estate Development, Real Estate Economics, Asset Management, Due Diligence, Asset Managment, Capital Markets, Investment Properties, Portfolio Management, Management, Real Estate Transactions
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Real Estate / Finance
Haverford School 2003 — 2007
University of Pennsylvania 2003 — 2007
BA, Urban Studies / Real Estate Finance
Camp Canadensis
Morgan Properties January 2009 - Present
Apollo Real Estate Advisors May 2008 - January 2009
Bear Stearns June 2007 - May 2008
Skills
Real Estate, Negotiation, Investments, Real Estate Development, Real Estate Economics, Asset Management, Due Diligence, Asset Managment, Capital Markets, Investment Properties, Portfolio Management, Management, Real Estate Transactions
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Real Estate / Finance
Haverford School 2003 — 2007
University of Pennsylvania 2003 — 2007
BA, Urban Studies / Real Estate Finance
Camp Canadensis
Nancy Mantzikos's Bear Stearns Experience 1994 - 1997
Job President Delfinia Group
Industry Leisure, Travel & Tourism
Experience
Delfinia Group 2010 - Present
Barclays Capital 1997 - 1998
Bear Stearns 1994 - 1997
Skills
Luxury Vacation..., Vacation, Food and Wine Tourism, Start-ups, Marketing Strategy, Food, Business Strategy, Business Planning
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Delfinia Group 2010 - Present
Barclays Capital 1997 - 1998
Bear Stearns 1994 - 1997
Skills
Luxury Vacation..., Vacation, Food and Wine Tourism, Start-ups, Marketing Strategy, Food, Business Strategy, Business Planning
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance
Carla Cugia's Bear Stearns Experience 2004 - 2007
Job Executivelevel: Program Management, Strategy, Execution, Governance, PMO | Technology | Financial Services
Industry Financial Services
Experience
Barclays 2014 - 2014
BNY Mellon 2013 - 2013
BNY Mellon 2012 - 2012
Citigroup 2007 - 2010
Bear Stearns 2004 - 2007
Bear Stearns 2002 - 2004
McKinsey & Co 1999 - 2002
McKinsey & Company 1998 - 1998
IMI Bank (Lux) 1993 - 1997
Skills
IT Strategy, Project Portfolio..., Program Management, Management Consulting, Strategy, Re-engineering, Governance, Portfolio Management, Project Management, PMO, Risk Management, Management, Software Development, Vendor Management, Data Transformation, Global Delivery, Business Analysis, Fixed Income, Strategic Planning, Execution Management, Problem Solving, IT Governance, Capital Markets, Execution Management..., Financial Services, Transformation, Compliance Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Università di Pisa 1988 — 1993
Laurea
Barclays 2014 - 2014
BNY Mellon 2013 - 2013
BNY Mellon 2012 - 2012
Citigroup 2007 - 2010
Bear Stearns 2004 - 2007
Bear Stearns 2002 - 2004
McKinsey & Co 1999 - 2002
McKinsey & Company 1998 - 1998
IMI Bank (Lux) 1993 - 1997
Skills
IT Strategy, Project Portfolio..., Program Management, Management Consulting, Strategy, Re-engineering, Governance, Portfolio Management, Project Management, PMO, Risk Management, Management, Software Development, Vendor Management, Data Transformation, Global Delivery, Business Analysis, Fixed Income, Strategic Planning, Execution Management, Problem Solving, IT Governance, Capital Markets, Execution Management..., Financial Services, Transformation, Compliance Management
Education
Columbia University - Columbia Business School 1997 — 1999
MBA
Università di Pisa 1988 — 1993
Laurea
Brent Surber Brent Surber's Bear Stearns Experience July 2002 - October 2003
Job Integrity Square Director, Investment Banking
Industry Investment Banking
Experience
Integrity Square March 2012 - Present
Sagent Advisors October 2003 - March 2012
Bear Stearns July 2002 - October 2003
Skills
Valuation, Financial Modeling, Strategic Advisory, LBO, Leveraged Finance, M&A due diligence, Operational Due..., Fairness Opinions, Cross-border..., Public Companies, Private Companies, Teamwork, Team Leadership, Equity Capital Markets, debt capital markets, Divestitures, Capital Markets, Due Diligence, Private Equity, Venture Capital, Investments, Strategy, DCF, Mergers & Acquisitions, Investment Banking, Corporate Finance, Equities, Finance, Financial Structuring
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (M.B.A.), Finance & Economics
University of Virginia 1998 — 2002
BS in Commerce with Distinction, Finance
Integrity Square March 2012 - Present
Sagent Advisors October 2003 - March 2012
Bear Stearns July 2002 - October 2003
Skills
Valuation, Financial Modeling, Strategic Advisory, LBO, Leveraged Finance, M&A due diligence, Operational Due..., Fairness Opinions, Cross-border..., Public Companies, Private Companies, Teamwork, Team Leadership, Equity Capital Markets, debt capital markets, Divestitures, Capital Markets, Due Diligence, Private Equity, Venture Capital, Investments, Strategy, DCF, Mergers & Acquisitions, Investment Banking, Corporate Finance, Equities, Finance, Financial Structuring
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (M.B.A.), Finance & Economics
University of Virginia 1998 — 2002
BS in Commerce with Distinction, Finance
Christopher Walters's Bear Stearns Experience July 2007 - June 2008
Job Private Banking & Wealth Management, Credit Suisse
Industry Investment Management
Experience
Credit Suisse 2012 - Present
Cantor Fitzgerald / BGC Partners September 2008 - August 2011
Bear Stearns July 2007 - June 2008
Bear Stearns June 2006 - August 2006
Skills
Financial Modeling, Investment Banking, Valuation, Investments, Asset Managment, Wealth Management, Equities, Fixed Income, Capital Markets, Investor Relations, Bloomberg, Hedge Funds, Equity Research, Corporate Finance, Asset Management
Education
Columbia Business School 2011 — 2013
MBA, Finance and Management
University of Virginia 2003 — 2007
B.S., Finance and Accounting
Credit Suisse 2012 - Present
Cantor Fitzgerald / BGC Partners September 2008 - August 2011
Bear Stearns July 2007 - June 2008
Bear Stearns June 2006 - August 2006
Skills
Financial Modeling, Investment Banking, Valuation, Investments, Asset Managment, Wealth Management, Equities, Fixed Income, Capital Markets, Investor Relations, Bloomberg, Hedge Funds, Equity Research, Corporate Finance, Asset Management
Education
Columbia Business School 2011 — 2013
MBA, Finance and Management
University of Virginia 2003 — 2007
B.S., Finance and Accounting
Colette Bedard Colette Bedard's Bear Stearns Experience 1999 - 2003
Job Executive Recruiter at J.P. Morgan
Industry Staffing and Recruiting
Experience
J.P. Morgan 2010 - Present
San Francisco Symphony 2011 - 2014
Independent Contractor 2009 - 2010
Glocap Search 2007 - 2009
Deutsche Bank 2003 - 2007
Bear Stearns 1999 - 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Hedge Funds, Equities, Alternative Investments, Valuation, Financial Modeling, Investments, Venture Capital, Capital Markets, Asset Management, Investment Banking, Financial Services, Finance
Education
Columbia Business School
MBA
Middlebury College
BA
J.P. Morgan 2010 - Present
San Francisco Symphony 2011 - 2014
Independent Contractor 2009 - 2010
Glocap Search 2007 - 2009
Deutsche Bank 2003 - 2007
Bear Stearns 1999 - 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Hedge Funds, Equities, Alternative Investments, Valuation, Financial Modeling, Investments, Venture Capital, Capital Markets, Asset Management, Investment Banking, Financial Services, Finance
Education
Columbia Business School
MBA
Middlebury College
BA
Carole Klein Carole Klein's Bear Stearns Experience January 1978 - December 2005
Job realtor at city point realty
Industry Real Estate
Experience
City Point Realty 2008 - Present
Bear Stearns January 1978 - December 2005
Skills
Real Estate, Investment Properties, Sellers, Real Estate Transactions, Residential Homes, Short Sales, Buyer Representation, REO, Investors, Foreclosures, Negotiation, First Time Home Buyers, Leases, Luxury, Marketing, Condos, Real Property, Real Estate Development, Property Management, Investments, Relocation, Single Family Homes, Property, Buyers, Townhomes, SFR, New Homes, Rentals, Referrals, Listings, Brokerage, New Home Sales, Move Up Buyers
Education
Columbia College Chicago
City Point Realty 2008 - Present
Bear Stearns January 1978 - December 2005
Skills
Real Estate, Investment Properties, Sellers, Real Estate Transactions, Residential Homes, Short Sales, Buyer Representation, REO, Investors, Foreclosures, Negotiation, First Time Home Buyers, Leases, Luxury, Marketing, Condos, Real Property, Real Estate Development, Property Management, Investments, Relocation, Single Family Homes, Property, Buyers, Townhomes, SFR, New Homes, Rentals, Referrals, Listings, Brokerage, New Home Sales, Move Up Buyers
Education
Columbia College Chicago
Kim Leslie Shafer Kim Leslie Shafer's Bear Stearns Experience April 1997 - June 2008
Job Financial Expert
Industry Financial Services
Experience
- Consultant, Expert Witness and Senior Advisor March 2009 - Present
Center for Financial Stability 2011 - 2013
Financial Crisis Inquiry Commission February 2010 - January 2011
Bear Stearns April 1997 - June 2008
Prudential Securities June 1994 - October 1996
Dean Witter September 1992 - June 1994
U.S.Senate Banking Committee February 1989 - August 1992
White & Case November 1984 - February 1989
Skills
Expert Witness, Fixed Income, Securitization, Securities, Valuation, Financial Regulation, Structured Finance, Investment Banking, Capital Markets, Finance, Structured Products, Corporate Governance, Derivatives, Financial Services, Hedge Funds, Equities, Market Risk, Investment Management, Banking, Alternative Investments
Education
Columbia University School of Law 1981 — 1984
JD
Vanderbilt University 1975 — 1979
BA, Political Science, Economics
- Consultant, Expert Witness and Senior Advisor March 2009 - Present
Center for Financial Stability 2011 - 2013
Financial Crisis Inquiry Commission February 2010 - January 2011
Bear Stearns April 1997 - June 2008
Prudential Securities June 1994 - October 1996
Dean Witter September 1992 - June 1994
U.S.Senate Banking Committee February 1989 - August 1992
White & Case November 1984 - February 1989
Skills
Expert Witness, Fixed Income, Securitization, Securities, Valuation, Financial Regulation, Structured Finance, Investment Banking, Capital Markets, Finance, Structured Products, Corporate Governance, Derivatives, Financial Services, Hedge Funds, Equities, Market Risk, Investment Management, Banking, Alternative Investments
Education
Columbia University School of Law 1981 — 1984
JD
Vanderbilt University 1975 — 1979
BA, Political Science, Economics
Robert Krieberg-Wolin, FRM's Bear Stearns Experience July 2006 - July 2008
Job Hedge Fund Market Risk at MSCI Inc.
Industry Investment Banking
Experience
MSCI Inc. October 2011 - Present
Blue Mountain Capital Management LLC December 2010 - October 2011
Barclays Capital August 2008 - December 2010
Bear Stearns July 2006 - July 2008
CAI Private Equity February 2005 - August 2005
Skills
Hedge Funds, Bloomberg, Fixed Income, Credit Derivatives, Derivatives, Valuation, Capital Markets, Financial Modeling, Market Risk, Equities, Structured Products, Equity Derivatives, Alternative Investments, Interest Rate..., Quantitative Finance, CDS, Bonds, Portfolio Management
Education
Columbia Engineering 2004 — 2006
MSFE, Financial Engineering
Cornell University 2000 — 2004
BS, Operations Research and Industrial Engineering
High School
MSCI Inc. October 2011 - Present
Blue Mountain Capital Management LLC December 2010 - October 2011
Barclays Capital August 2008 - December 2010
Bear Stearns July 2006 - July 2008
CAI Private Equity February 2005 - August 2005
Skills
Hedge Funds, Bloomberg, Fixed Income, Credit Derivatives, Derivatives, Valuation, Capital Markets, Financial Modeling, Market Risk, Equities, Structured Products, Equity Derivatives, Alternative Investments, Interest Rate..., Quantitative Finance, CDS, Bonds, Portfolio Management
Education
Columbia Engineering 2004 — 2006
MSFE, Financial Engineering
Cornell University 2000 — 2004
BS, Operations Research and Industrial Engineering
High School
David Mackey's Bear Stearns Experience 2007 - 2008
Job Chief Financial Officer at AgNovos Healthcare
Industry Medical Devices
Experience
AgNovos Healthcare March 2013 - Present
J.P. Morgan 2008 - February 2013
Bear Stearns 2007 - 2008
Goodwin Procter LLP 2006 - 2007
Gibson, Dunn & Crutcher LLP 2002 - 2006
Education
University of Pennsylvania Law School
J.D.
Colorado State University
B.A., Journalism
Washington and Lee University
AgNovos Healthcare March 2013 - Present
J.P. Morgan 2008 - February 2013
Bear Stearns 2007 - 2008
Goodwin Procter LLP 2006 - 2007
Gibson, Dunn & Crutcher LLP 2002 - 2006
Education
University of Pennsylvania Law School
J.D.
Colorado State University
B.A., Journalism
Washington and Lee University
Jarret Fass Jarret Fass's Bear Stearns Experience 2002 - 2007
Job Managing Partner at Pierpoint Capital LLC
Industry Venture Capital & Private Equity
Experience
Hospital IQ March 2015 - Present
Pierpoint Capital LLC October 2013 - Present
Columbus Nova Technology Partners April 2013 - September 2013
Selway Capital June 2009 - September 2013
Bear Stearns 2002 - 2007
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Finance and Management
Connecticut College 1998 — 2002
BA, Economics, Government
Hospital IQ March 2015 - Present
Pierpoint Capital LLC October 2013 - Present
Columbus Nova Technology Partners April 2013 - September 2013
Selway Capital June 2009 - September 2013
Bear Stearns 2002 - 2007
Education
Columbia University - Columbia Business School 2008 — 2009
MBA, Finance and Management
Connecticut College 1998 — 2002
BA, Economics, Government
Kate Vanek Kate Vanek's Bear Stearns Experience April 2005 - June 2008
Job Senior Vice President of Investor Relations at Nielsen
Industry Financial Services
Experience
Nielsen July 2013 - Present
Stanley Black & Decker, Inc. October 2008 - July 2013
Bear Stearns April 2005 - June 2008
Thomson Financial June 2001 - June 2004
Skills
Bloomberg, Investor Relations, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Financial Modeling, Credit, Capital Markets, Competitive Analysis, Emerging Markets, Strategy, Management, Sales, Cross-functional Team..., Equities, Hedge Funds, Forecasting, Finance, Fixed Income
Education
Columbia University - Columbia Business School 2008 — 2009
MBA
University of Richmond 1997 — 2001
BA, Spanish and International Studies with a concentration in Latin America
Nielsen July 2013 - Present
Stanley Black & Decker, Inc. October 2008 - July 2013
Bear Stearns April 2005 - June 2008
Thomson Financial June 2001 - June 2004
Skills
Bloomberg, Investor Relations, Mergers & Acquisitions, Financial Analysis, Corporate Finance, Financial Modeling, Credit, Capital Markets, Competitive Analysis, Emerging Markets, Strategy, Management, Sales, Cross-functional Team..., Equities, Hedge Funds, Forecasting, Finance, Fixed Income
Education
Columbia University - Columbia Business School 2008 — 2009
MBA
University of Richmond 1997 — 2001
BA, Spanish and International Studies with a concentration in Latin America
Steven Steinberg Steven Steinberg's Bear Stearns Experience 1997 - 2003
Job Director Corporate Planning & Development at Ball Corporation
Industry Investment Banking
Experience
TTK Partners, LLC 2011 - 2012
Cantor Fitzgerald & Co. 2009 - 2011
BMO Capital Markets 2004 - 2008
Bear Stearns 1997 - 2003
Wertheim Schroder & Co. 1991 - 1997
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance/Management
Tufts University 1983 — 1987
BS, Engineering
TTK Partners, LLC 2011 - 2012
Cantor Fitzgerald & Co. 2009 - 2011
BMO Capital Markets 2004 - 2008
Bear Stearns 1997 - 2003
Wertheim Schroder & Co. 1991 - 1997
Education
Columbia University - Columbia Business School 1989 — 1991
MBA, Finance/Management
Tufts University 1983 — 1987
BS, Engineering
Sara Bonesteel Sara Bonesteel's Bear Stearns Experience 1992 - 2008
Job Managing Director, Head of Portfolio Strategy, CIO Group at Prudential Financial
Industry Financial Services
Experience
Prudential Financial December 2013 - Present
Prudential Financial February 2013 - Present
Prudential Financial September 2008 - February 2013
JP Morgan June 2008 - September 2008
Bear Stearns 1992 - 2008
Skills
Fixed Income, Structuring, Structured Finance, Structured Products, Hedge Funds, Capital Markets, Securitization, Alternative Investments, Derivatives, Asset Managment, Bonds, Credit Derivatives, Portfolio Management, Investments, Financial Structuring, Credit, Investment Banking, Securities, Asset Management, Financial Markets, Financial Risk, MBS, ABS
Education
Columbia University - Columbia Business School 1988 — 1990
MBA
Georgetown University 1981 — 1985
AB, English
Prudential Financial December 2013 - Present
Prudential Financial February 2013 - Present
Prudential Financial September 2008 - February 2013
JP Morgan June 2008 - September 2008
Bear Stearns 1992 - 2008
Skills
Fixed Income, Structuring, Structured Finance, Structured Products, Hedge Funds, Capital Markets, Securitization, Alternative Investments, Derivatives, Asset Managment, Bonds, Credit Derivatives, Portfolio Management, Investments, Financial Structuring, Credit, Investment Banking, Securities, Asset Management, Financial Markets, Financial Risk, MBS, ABS
Education
Columbia University - Columbia Business School 1988 — 1990
MBA
Georgetown University 1981 — 1985
AB, English
Robert S. Peck, CFA Robert S. Peck, CFA's Bear Stearns Experience August 2000 - January 2008
Job Managing Director and Internet Equity Analyst at SunTrust Robinson Humphrey
Industry Research
Experience
SunTrust Robinson Humphrey March 2013 - Present
CoRise Co., LLC May 2011 - March 2013
Baron Capital June 2008 - May 2011
Bear Stearns August 2000 - January 2008
Lehman Brothers January 1998 - August 2000
MERRILL LYNCH & CO., INC January 1992 - January 1995
Skills
Investment Banking, Investing, Internet Strategy, Angel Investing, Valuation, Financials, Corporate Finance, Equities, Asset Management, Financial Modeling, Mergers, Equity Research, Entrepreneur, Start-ups, Funding, Venture Capital, Financial Analysis, Entrepreneurship, Business Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Lafayette College 1989 — 1992
BA
SunTrust Robinson Humphrey March 2013 - Present
CoRise Co., LLC May 2011 - March 2013
Baron Capital June 2008 - May 2011
Bear Stearns August 2000 - January 2008
Lehman Brothers January 1998 - August 2000
MERRILL LYNCH & CO., INC January 1992 - January 1995
Skills
Investment Banking, Investing, Internet Strategy, Angel Investing, Valuation, Financials, Corporate Finance, Equities, Asset Management, Financial Modeling, Mergers, Equity Research, Entrepreneur, Start-ups, Funding, Venture Capital, Financial Analysis, Entrepreneurship, Business Strategy, Portfolio Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Lafayette College 1989 — 1992
BA
David Alliker David Alliker's Bear Stearns Experience May 2005 - January 2007
Job Operations Risk Analyst at Wells Fargo
Industry Financial Services
Experience
Wells Fargo April 2014 - Present
GMHC March 2012 - August 2013
CJ Dellatore LLC April 2008 - March 2012
Merrill Lynch January 2007 - April 2008
Bear Stearns May 2005 - January 2007
Inter-American Institute for Cooperation on Agriculture June 1999 - September 2001
Peace Corps March 1997 - June 1999
Skills
Hedge Funds, Fixed Income, Marketing Strategy, Grants, Asset Managment, Business Strategy, Equities, Microsoft Excel, Project Management, Risk Management, Investments, Capital Markets, Venture Capital, Research, Coaching, Entrepreneurship, Fundraising
Education
Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance, 3.8
Johns Hopkins SAIS 2001 — 2003
Master of Arts (M.A.), Latin American Studies and International Finance, 3.8
Franklin & Marshall College 1992 — 1996
Master of Arts (M.A.), Business Administration and Finance, A
Wells Fargo April 2014 - Present
GMHC March 2012 - August 2013
CJ Dellatore LLC April 2008 - March 2012
Merrill Lynch January 2007 - April 2008
Bear Stearns May 2005 - January 2007
Inter-American Institute for Cooperation on Agriculture June 1999 - September 2001
Peace Corps March 1997 - June 1999
Skills
Hedge Funds, Fixed Income, Marketing Strategy, Grants, Asset Managment, Business Strategy, Equities, Microsoft Excel, Project Management, Risk Management, Investments, Capital Markets, Venture Capital, Research, Coaching, Entrepreneurship, Fundraising
Education
Columbia Business School 2003 — 2005
Master of Business Administration (M.B.A.), Accounting and Finance, 3.8
Johns Hopkins SAIS 2001 — 2003
Master of Arts (M.A.), Latin American Studies and International Finance, 3.8
Franklin & Marshall College 1992 — 1996
Master of Arts (M.A.), Business Administration and Finance, A
Anna Baghdasaryan Anna Baghdasaryan's Bear Stearns Experience 2000 - 2002
Job Investment Analyst at Aravt Global LLC
Industry Investment Management
Experience
Aravt Global LLC August 2015 - Present
Aravt Global LLC November 2013 - August 2015
Karsch Capital Management, $2B equity long/short hedge fund May 2012 - August 2013
Cantillon Capital Management, $8B long-only global investments fund February 2012 - May 2012
The Clinton Group, $2B multi-strategy hedge fund 2011 - 2011
American Standard 2006 - 2010
MedPointe Pharmaceuticals 2003 - 2006
Bear Stearns 2000 - 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Business Strategy, Emerging Markets, Investment Banking, Investments, Hedge Funds
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Applied Value Investing
Middlebury College 1996 — 2000
BA, International Studies
Aravt Global LLC August 2015 - Present
Aravt Global LLC November 2013 - August 2015
Karsch Capital Management, $2B equity long/short hedge fund May 2012 - August 2013
Cantillon Capital Management, $8B long-only global investments fund February 2012 - May 2012
The Clinton Group, $2B multi-strategy hedge fund 2011 - 2011
American Standard 2006 - 2010
MedPointe Pharmaceuticals 2003 - 2006
Bear Stearns 2000 - 2002
Skills
Financial Modeling, Valuation, Corporate Finance, Due Diligence, Financial Analysis, Business Strategy, Emerging Markets, Investment Banking, Investments, Hedge Funds
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Applied Value Investing
Middlebury College 1996 — 2000
BA, International Studies
Julie (Thaler) Lilienfeld Julie (Thaler) Lilienfeld's Bear Stearns Experience July 2003 - June 2008
Job Vice President, Leveraged Finance at Morgan Stanley
Industry Capital Markets
Experience
Morgan Stanley August 2010 - Present
Bear Stearns July 2003 - June 2008
Skills
Investment Banking, Financial Services, Investment Advisory, Fixed Income, Strategy, Hedge Funds, Valuation, Credit, Capital Markets
Education
Columbia University - Columbia Business School 2009 — 2010
MBA, Finance
University of Pennsylvania 1999 — 2003
BA, Economics, Psychology
Sharon High School 1995 — 1999
Morgan Stanley August 2010 - Present
Bear Stearns July 2003 - June 2008
Skills
Investment Banking, Financial Services, Investment Advisory, Fixed Income, Strategy, Hedge Funds, Valuation, Credit, Capital Markets
Education
Columbia University - Columbia Business School 2009 — 2010
MBA, Finance
University of Pennsylvania 1999 — 2003
BA, Economics, Psychology
Sharon High School 1995 — 1999
Carla Burkhalter's Bear Stearns Experience March 2000 - December 2001
Job Legal Executive Assistant actively seeking a new opportunity
Industry Executive Office
Experience
PepsiCo November 2011 - Present
Law Offices of Frank L. Branson July 2011 - November 2011
VCE Company, LLC (f/k/a Acadia Enterprises, LLC) March 2010 - November 2010
Tenet Healthcare October 2009 - February 2010
ACS January 1999 - April 2009
Remington Hotels May 2008 - December 2008
Geary, Porter & Donovan, PC. December 2007 - May 2008
Patton Boggs, McKool Smith December 2001 - June 2003
Bear Stearns March 2000 - December 2001
Accenture August 1996 - January 1999
Skills
Gregg Shorthand -..., Notary Public, Microsoft Office..., Word Perfect, Sharepoint, Intercall and Webex, Juris, TimeSlips, Summation, Equitrac, Practiced using federal..., DocsOpen (Hummingbird), Lexis Nexis, CounselLink, Concur, Identity Management..., PowerPoint, Accellion, Software Documentation, eRoom, MS Excel Pivot Tables, DocuShare, Wordperfect, Microsoft Excel, Selectica, Outlook, Lexis, SharePoint, Timeslips, Calendaring, Human Resources, Spreadsheets, WordPerfect, Management, Training, Microsoft Office, Administrative..., Marketing, Administration
Education
Collin County Community College
Paralegal
EXECUTIVE SECRETARIAL SCHOOL
Secretarial Sciences, Legal Program
First Baptist Academy
John Brown University
Commercial Art, Liberal Arts
PepsiCo November 2011 - Present
Law Offices of Frank L. Branson July 2011 - November 2011
VCE Company, LLC (f/k/a Acadia Enterprises, LLC) March 2010 - November 2010
Tenet Healthcare October 2009 - February 2010
ACS January 1999 - April 2009
Remington Hotels May 2008 - December 2008
Geary, Porter & Donovan, PC. December 2007 - May 2008
Patton Boggs, McKool Smith December 2001 - June 2003
Bear Stearns March 2000 - December 2001
Accenture August 1996 - January 1999
Skills
Gregg Shorthand -..., Notary Public, Microsoft Office..., Word Perfect, Sharepoint, Intercall and Webex, Juris, TimeSlips, Summation, Equitrac, Practiced using federal..., DocsOpen (Hummingbird), Lexis Nexis, CounselLink, Concur, Identity Management..., PowerPoint, Accellion, Software Documentation, eRoom, MS Excel Pivot Tables, DocuShare, Wordperfect, Microsoft Excel, Selectica, Outlook, Lexis, SharePoint, Timeslips, Calendaring, Human Resources, Spreadsheets, WordPerfect, Management, Training, Microsoft Office, Administrative..., Marketing, Administration
Education
Collin County Community College
Paralegal
EXECUTIVE SECRETARIAL SCHOOL
Secretarial Sciences, Legal Program
First Baptist Academy
John Brown University
Commercial Art, Liberal Arts
Shweta Gursahani Shweta Gursahani's Bear Stearns Experience August 2005 - August 2006
Job Product Strategy Manager at Invesco
Industry Investment Management
Experience
Invesco November 2012 - Present
Invesco Ltd. March 2011 - October 2012
Bloomberg August 2009 - August 2010
Lighthouse Advisory Services May 2009 - August 2009
Deutsche Bank August 2006 - April 2009
Bear Stearns August 2005 - August 2006
Reis February 2004 - August 2005
Skills
Series 7, Fixed Income, Analytical Skills, Valuation, Structured Finance, Trading, Bonds, Emerging Markets, Credit, CMBS, CDS, Analysis, ABS, Bloomberg, Equities, Financial Modeling, Capital Markets, Economics
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2004
M.S., Financial Engineering
University of Mumbai 2000 — 2002
Master of Management Studies, Finance
New York University
Invesco November 2012 - Present
Invesco Ltd. March 2011 - October 2012
Bloomberg August 2009 - August 2010
Lighthouse Advisory Services May 2009 - August 2009
Deutsche Bank August 2006 - April 2009
Bear Stearns August 2005 - August 2006
Reis February 2004 - August 2005
Skills
Series 7, Fixed Income, Analytical Skills, Valuation, Structured Finance, Trading, Bonds, Emerging Markets, Credit, CMBS, CDS, Analysis, ABS, Bloomberg, Equities, Financial Modeling, Capital Markets, Economics
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2004
M.S., Financial Engineering
University of Mumbai 2000 — 2002
Master of Management Studies, Finance
New York University
Dan Keating Dan Keating's Bear Stearns Experience January 2004 - June 2008
Job Vice President at CoreCommodity Management
Industry Financial Services
Experience
CoreCommodity Management, LLC August 2010 - Present
Liberty Mutual Group June 2009 - August 2009
Bear Stearns January 2004 - June 2008
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1999 — 2003
Bachelor's Degree, History of Art
Livingston High School 1995 — 1999
CoreCommodity Management, LLC August 2010 - Present
Liberty Mutual Group June 2009 - August 2009
Bear Stearns January 2004 - June 2008
Education
Columbia University - Columbia Business School 2008 — 2010
Master of Business Administration (M.B.A.), Finance
University of Pennsylvania 1999 — 2003
Bachelor's Degree, History of Art
Livingston High School 1995 — 1999
Michael Vieten, CFA Michael Vieten, CFA's Bear Stearns Experience May 2006 - August 2006
Job
Industry Internet
Experience
Stifel Financial Corp. May 2013 - August 2013
Cowen and Company October 2010 - May 2013
FactSet Research Systems June 2009 - October 2010
Clear Asset Management May 2007 - May 2009
JP Morgan June 2008 - August 2008
Bear Stearns May 2006 - August 2006
Fort Monmouth Intelligence and Information Warfare Directorate June 2005 - August 2005
Skills
Restaurants, Restaurant Management, Entrepreneurship, Leadership, Food, Food & Beverage, Management, Financial Modeling, Business Strategy, Problem Solving, Business Development, Start-ups, Business Planning, Data Analysis, Valuation, Financial Analysis, Account Management, Chartered Financial..., Investments, Equities, Equity Research, Investment Management, Capital Markets, Securities, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
Bachelor of Science
Stifel Financial Corp. May 2013 - August 2013
Cowen and Company October 2010 - May 2013
FactSet Research Systems June 2009 - October 2010
Clear Asset Management May 2007 - May 2009
JP Morgan June 2008 - August 2008
Bear Stearns May 2006 - August 2006
Fort Monmouth Intelligence and Information Warfare Directorate June 2005 - August 2005
Skills
Restaurants, Restaurant Management, Entrepreneurship, Leadership, Food, Food & Beverage, Management, Financial Modeling, Business Strategy, Problem Solving, Business Development, Start-ups, Business Planning, Data Analysis, Valuation, Financial Analysis, Account Management, Chartered Financial..., Investments, Equities, Equity Research, Investment Management, Capital Markets, Securities, Series 7, Bloomberg
Education
Columbia University - Columbia Business School 2013 — 2015
Master of Business Administration (MBA)
Columbia University - Fu Foundation School of Engineering and Applied Science 2005 — 2009
Bachelor of Science
Joseph Beard Joseph Beard's Bear Stearns Experience June 2006 - July 2008
Job Investment Banker | Entrepreneur
Industry Investment Banking
Experience
Sweetwater Holdings July 2012 - Present
Bank of America Merrill Lynch August 2009 - December 2011
MHT Partners July 2008 - August 2009
Bear Stearns June 2006 - July 2008
Bank of America June 2004 - June 2006
Applied Materials June 2001 - June 2003
US Army June 1996 - June 2001
Skills
Business Development, Investment Banking, Valuation, Mergers, Financial Modeling, Corporate Finance, Mergers, Private Equity, Management, Venture Capital
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
United States Military Academy at West Point 1992 — 1996
BS, Discrete Mathematics
Quartz Hill High School 1988 — 1992
Sweetwater Holdings July 2012 - Present
Bank of America Merrill Lynch August 2009 - December 2011
MHT Partners July 2008 - August 2009
Bear Stearns June 2006 - July 2008
Bank of America June 2004 - June 2006
Applied Materials June 2001 - June 2003
US Army June 1996 - June 2001
Skills
Business Development, Investment Banking, Valuation, Mergers, Financial Modeling, Corporate Finance, Mergers, Private Equity, Management, Venture Capital
Education
Columbia University - Columbia Business School 2003 — 2005
MBA, Finance
United States Military Academy at West Point 1992 — 1996
BS, Discrete Mathematics
Quartz Hill High School 1988 — 1992
Bob Tufts Bob Tufts's Bear Stearns Experience May 1995 - July 1997
Job Co Founder at My Life Is Worth UIt
Industry Primary/Secondary Education
Experience
My Life Is Worth It May 2014 - Present
New York University 2011 - Present
Yeshiva University 2011 - Present
Manhattanville College 2008 - 2013
Jefferies & Company September 1999 - June 2007
Bear Stearns May 1995 - July 1997
Cincinnati Reds Organization June 1983 - October 1983
Kansas City Royals March 1982 - June 1983
San Francisco Giants Organization 1977 - March 1982
Skills
Sports Management, Sports, Sports Marketing, Entrepreneurship, Fundraising, Economics, Business Development, Blogging, Baseball, Athletics, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Media Relations, Public Speaking, Research, Social Media, Social Networking, Sponsorship, Teaching
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
Princeton University 1973 — 1977
BA
My Life Is Worth It May 2014 - Present
New York University 2011 - Present
Yeshiva University 2011 - Present
Manhattanville College 2008 - 2013
Jefferies & Company September 1999 - June 2007
Bear Stearns May 1995 - July 1997
Cincinnati Reds Organization June 1983 - October 1983
Kansas City Royals March 1982 - June 1983
San Francisco Giants Organization 1977 - March 1982
Skills
Sports Management, Sports, Sports Marketing, Entrepreneurship, Fundraising, Economics, Business Development, Blogging, Baseball, Athletics, Leadership, Management, Marketing, Marketing Communications, Marketing Strategy, Media Relations, Public Speaking, Research, Social Media, Social Networking, Sponsorship, Teaching
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
Princeton University 1973 — 1977
BA
Abhishek Bathla Abhishek Bathla's Bear Stearns Experience June 2007 - August 2007
Job Sr. Associate at NRG Energy
Industry Oil & Energy
Experience
NRG Energy March 2015 - Present
Chevron March 2014 - February 2015
Sapient Global Markets February 2013 - February 2015
Enterprise Products March 2013 - March 2014
TruSmart Energy May 2012 - February 2013
Direct Energy August 2010 - May 2012
Direct Energy January 2008 - July 2010
Bear Stearns June 2007 - August 2007
Monitor Group (Grail Research) June 2006 - July 2006
ZAE Bayern (Bavarian Centre for Applied energy research) May 2005 - July 2005
Skills
Derivatives, Trading, Hedging, Risk Management, Natural Gas, Financial Risk, Valuation, Commodity, Financial Modeling, Matlab, Portfolio Management, Energy, Quantitative Analytics, Quantitative Finance, Quantitative Research, VBA, SAS, Trading Systems, Optimization, Financial Structuring, Business Analytics, Structuring, Commodities, Options, Quantitative Analysis, Portfolio Optimization, Midstream, Data Analysis, Crude, Data Mining, Data Modeling, Commodity Markets, Commodity Risk..., Optimizations, Business Strategy, Decision Analysis, Real Estate Financing
Education
Columbia Engineering 2008 — 2009
Masters of Operations Research-methods in finance, Finance
Texas A&M University 2006 — 2007
MS, Aerospace Engineering
Indian Institute of Technology, Delhi 2002 — 2006
B.Tech, Mechanical Engineering
NRG Energy March 2015 - Present
Chevron March 2014 - February 2015
Sapient Global Markets February 2013 - February 2015
Enterprise Products March 2013 - March 2014
TruSmart Energy May 2012 - February 2013
Direct Energy August 2010 - May 2012
Direct Energy January 2008 - July 2010
Bear Stearns June 2007 - August 2007
Monitor Group (Grail Research) June 2006 - July 2006
ZAE Bayern (Bavarian Centre for Applied energy research) May 2005 - July 2005
Skills
Derivatives, Trading, Hedging, Risk Management, Natural Gas, Financial Risk, Valuation, Commodity, Financial Modeling, Matlab, Portfolio Management, Energy, Quantitative Analytics, Quantitative Finance, Quantitative Research, VBA, SAS, Trading Systems, Optimization, Financial Structuring, Business Analytics, Structuring, Commodities, Options, Quantitative Analysis, Portfolio Optimization, Midstream, Data Analysis, Crude, Data Mining, Data Modeling, Commodity Markets, Commodity Risk..., Optimizations, Business Strategy, Decision Analysis, Real Estate Financing
Education
Columbia Engineering 2008 — 2009
Masters of Operations Research-methods in finance, Finance
Texas A&M University 2006 — 2007
MS, Aerospace Engineering
Indian Institute of Technology, Delhi 2002 — 2006
B.Tech, Mechanical Engineering
Mark Lau Mark Lau's Bear Stearns Experience January 2006 - March 2007
Job Director at UBS
Industry Information Technology and Services
Experience
UBS August 2014 - Present
Aflac Global Investments October 2013 - August 2014
Credit Suisse June 2013 - October 2013
The Federal Reserve Bank of New York May 2013 - June 2013
J.P. Morgan October 2010 - February 2013
Razor Onboarding - The Partners Group Inc. December 2008 - March 2012
CitiGroup September 2007 - October 2010
Credit Suisse March 2007 - September 2007
Bear Stearns January 2006 - March 2007
Thomson Reuters October 2002 - December 2005
Skills
Fixed Income, Prime Brokerage, Business Analysis, Equities, Project Management, Risk Management, SQL, Program Management, Project Planning, Process Management, SDLC, Agile Methodologies, Onboarding, MS Project, Visio, PowerPoint, Microsoft Word, Real Estate Transactions, Real Estate, Real Estate Financing, Real Estate Development, Tax, Strategic Financial..., Corporate Governance, Microsoft Excel, Margin, Database Analysis, Database Management, Tax Law, Corporate Tax, Real Estate Management, Real Estate Sales, Wealth Management, Wealth Planning
Education
Columbia University - Columbia College 2001 — 2002
Bachelor of Arts (B.A.), Economics
Columbia University - Fu Foundation School of Engineering and Applied Science 1997 — 2001
Bachelor of Science (B.S.), Engineering Management Systems
Stuyvesant High School 1993 — 1997
Diploma, Mathematics
Mark Twain JHS 1991 — 1993
Diploma, Mathematics
UBS August 2014 - Present
Aflac Global Investments October 2013 - August 2014
Credit Suisse June 2013 - October 2013
The Federal Reserve Bank of New York May 2013 - June 2013
J.P. Morgan October 2010 - February 2013
Razor Onboarding - The Partners Group Inc. December 2008 - March 2012
CitiGroup September 2007 - October 2010
Credit Suisse March 2007 - September 2007
Bear Stearns January 2006 - March 2007
Thomson Reuters October 2002 - December 2005
Skills
Fixed Income, Prime Brokerage, Business Analysis, Equities, Project Management, Risk Management, SQL, Program Management, Project Planning, Process Management, SDLC, Agile Methodologies, Onboarding, MS Project, Visio, PowerPoint, Microsoft Word, Real Estate Transactions, Real Estate, Real Estate Financing, Real Estate Development, Tax, Strategic Financial..., Corporate Governance, Microsoft Excel, Margin, Database Analysis, Database Management, Tax Law, Corporate Tax, Real Estate Management, Real Estate Sales, Wealth Management, Wealth Planning
Education
Columbia University - Columbia College 2001 — 2002
Bachelor of Arts (B.A.), Economics
Columbia University - Fu Foundation School of Engineering and Applied Science 1997 — 2001
Bachelor of Science (B.S.), Engineering Management Systems
Stuyvesant High School 1993 — 1997
Diploma, Mathematics
Mark Twain JHS 1991 — 1993
Diploma, Mathematics
Debra Ann Doyle's Bear Stearns Experience 2001 - 2002
Job Enrolled Agent at Interstate Tax Solutions LLC
Industry Financial Services
Experience
Interstate Tax Solutions LLC May 2013 - Present
FRSGlobal, a Wolters Kluwer Financial Services Company June 2012 - April 2013
Jefferies International Limited March 2011 - May 2012
Barclays Capital June 2010 - March 2011
Gulf Energy February 2009 - May 2010
Royal Bank of Scotland February 2008 - February 2009
Royal Bank of Scotland August 2006 - December 2007
Standard Bank December 2004 - July 2006
Bear Stearns 2001 - 2002
Bear Stearns 2001 - 2002
Skills
Liquidity Risk, Dodd-Frank, Basel III, Basel II, Basel I, Market Risk, Capital Markets, Financial Risk, Investment Banking, Trading, Derivatives, Fixed Income, Risk Management, Operational Risk, Credit Risk, Swaps, VAR, FX Options, Enterprise Risk..., Equities, Commodity, Financial Markets, Trading Systems, Options, Credit Derivatives, Structured Finance, Bonds
Education
Columbia University - Columbia Business School
Essentials of Management
IRS
Enrolled Agent, Taxation
Inter Continental Exchange (ICE)
Energy Swaps Programme
SAP - Woodmead, Johannesburg
SAP R/3 FI Certification
Securities Institute London
FSA Financial Regulation; Derivatives
South African Institute of Financial Markets
Regulations; Capital Markets; Equity Markets; Fixed Interest and Bond Markets; Futures & Options
University of South Africa/Universiteit van Suid-Afrika
Bachelor of Accounting Science (B-Compt), Accounting, Auditing, Taxation
Interstate Tax Solutions LLC May 2013 - Present
FRSGlobal, a Wolters Kluwer Financial Services Company June 2012 - April 2013
Jefferies International Limited March 2011 - May 2012
Barclays Capital June 2010 - March 2011
Gulf Energy February 2009 - May 2010
Royal Bank of Scotland February 2008 - February 2009
Royal Bank of Scotland August 2006 - December 2007
Standard Bank December 2004 - July 2006
Bear Stearns 2001 - 2002
Bear Stearns 2001 - 2002
Skills
Liquidity Risk, Dodd-Frank, Basel III, Basel II, Basel I, Market Risk, Capital Markets, Financial Risk, Investment Banking, Trading, Derivatives, Fixed Income, Risk Management, Operational Risk, Credit Risk, Swaps, VAR, FX Options, Enterprise Risk..., Equities, Commodity, Financial Markets, Trading Systems, Options, Credit Derivatives, Structured Finance, Bonds
Education
Columbia University - Columbia Business School
Essentials of Management
IRS
Enrolled Agent, Taxation
Inter Continental Exchange (ICE)
Energy Swaps Programme
SAP - Woodmead, Johannesburg
SAP R/3 FI Certification
Securities Institute London
FSA Financial Regulation; Derivatives
South African Institute of Financial Markets
Regulations; Capital Markets; Equity Markets; Fixed Interest and Bond Markets; Futures & Options
University of South Africa/Universiteit van Suid-Afrika
Bachelor of Accounting Science (B-Compt), Accounting, Auditing, Taxation
Carim Khouzami Carim Khouzami's Bear Stearns Experience August 2002 - January 2005
Job SVP, Chief Integration Officer
Industry Utilities
Experience
Exelon May 2014 - Present
Baltimore Gas & Electric January 2011 - May 2014
Constellation Energy Group, acquired by Exelon Corp January 2009 - January 2011
Constellation Energy Group, acquired by Exelon Corp January 2005 - January 2009
Bear Stearns August 2002 - January 2005
Bank of America April 1998 - June 2000
RELTEC Corporation August 1997 - April 1998
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Mergers & Acquisitions, Due Diligence, Project Finance, Asset Management, Derivatives, Energy, Risk Management, Financial Reporting, Strategic Financial..., Investor Relations, Finance, Structured Finance, Forecasting, Private Equity, Process Improvement, Sarbanes-Oxley Act, Mergers
Education
Columbia Business School 2000 — 2002
MBA, Finance
Vanderbilt University 1993 — 1997
BA, Communications and Economics
Exelon May 2014 - Present
Baltimore Gas & Electric January 2011 - May 2014
Constellation Energy Group, acquired by Exelon Corp January 2009 - January 2011
Constellation Energy Group, acquired by Exelon Corp January 2005 - January 2009
Bear Stearns August 2002 - January 2005
Bank of America April 1998 - June 2000
RELTEC Corporation August 1997 - April 1998
Skills
Financial Modeling, Financial Analysis, Corporate Finance, Valuation, Mergers & Acquisitions, Due Diligence, Project Finance, Asset Management, Derivatives, Energy, Risk Management, Financial Reporting, Strategic Financial..., Investor Relations, Finance, Structured Finance, Forecasting, Private Equity, Process Improvement, Sarbanes-Oxley Act, Mergers
Education
Columbia Business School 2000 — 2002
MBA, Finance
Vanderbilt University 1993 — 1997
BA, Communications and Economics
Ryan Tankoos Ryan Tankoos's Bear Stearns Experience May 2002 - September 2004
Job Regional Vice President US East at Qubit.
Industry Computer Software
Experience
Qubit. September 2013 - Present
Qubit November 2013 - Present
Qubit. April 2013 - December 2013
Kontagent January 2011 - January 2013
Global Collect October 2006 - January 2011
SVC Financial Services October 2004 - February 2005
Bear Stearns May 2002 - September 2004
Skills
Business Development, E-commerce, Project Management, Monetization, Social Networking, Online Gaming, Analytics, Mobile Applications, Mobile Devices, Social Games
Education
University of California, Berkeley, Haas School of Business 2009 — 2009
Executive Education: Business Negotiations Program
College of Charleston 1997 — 2002
BA- American History, BS- Psychology
Qubit. September 2013 - Present
Qubit November 2013 - Present
Qubit. April 2013 - December 2013
Kontagent January 2011 - January 2013
Global Collect October 2006 - January 2011
SVC Financial Services October 2004 - February 2005
Bear Stearns May 2002 - September 2004
Skills
Business Development, E-commerce, Project Management, Monetization, Social Networking, Online Gaming, Analytics, Mobile Applications, Mobile Devices, Social Games
Education
University of California, Berkeley, Haas School of Business 2009 — 2009
Executive Education: Business Negotiations Program
College of Charleston 1997 — 2002
BA- American History, BS- Psychology
Julie Castignetti Julie Castignetti's Bear Stearns Experience October 2006 - August 2008
Job Prime Brokerage, Capital Introduction, Executive Director, JPMorgan
Industry Financial Services
Experience
JPMorgan August 2008 - Present
Bear Stearns October 2006 - August 2008
Bear Stearns May 2005 - October 2006
Skills
Hedge Funds, Alternative Investments, Prime Brokerage, Fixed Income, Capital, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Fordham University 2001 — 2005
JPMorgan August 2008 - Present
Bear Stearns October 2006 - August 2008
Bear Stearns May 2005 - October 2006
Skills
Hedge Funds, Alternative Investments, Prime Brokerage, Fixed Income, Capital, Equities
Education
Columbia University - Columbia Business School 2011 — 2013
MBA
Fordham University 2001 — 2005
Ted Chambers Ted Chambers's Bear Stearns Experience 1984 - 1988
Job CPA with experience in accounting policy, SEC reporting (including IPO), and controllership
Industry Investment Management
Experience
New York Life Insurance Company 2014 - Present
Artio Global Investors 2003 - 2013
Dresdner Kleinwort Wasserstein 1995 - 2003
Coopers & Lybrand 1988 - 1995
Bear Stearns 1984 - 1988
Arthur Andersen 1976 - 1984
Skills
Financial Reporting, Accounting, SEC filings, CPA, Sarbanes-Oxley, US GAAP, IPO, Controlling, SEC reporting, Accounting Policy, General Ledger, GAAP, Financial Accounting, IFRS, Series 27
Education
Columbia Business School
MBA, Finance
Fairleigh Dickinson University
BS, Accounting
New York Life Insurance Company 2014 - Present
Artio Global Investors 2003 - 2013
Dresdner Kleinwort Wasserstein 1995 - 2003
Coopers & Lybrand 1988 - 1995
Bear Stearns 1984 - 1988
Arthur Andersen 1976 - 1984
Skills
Financial Reporting, Accounting, SEC filings, CPA, Sarbanes-Oxley, US GAAP, IPO, Controlling, SEC reporting, Accounting Policy, General Ledger, GAAP, Financial Accounting, IFRS, Series 27
Education
Columbia Business School
MBA, Finance
Fairleigh Dickinson University
BS, Accounting
Sam G. Baris Sam G. Baris's Bear Stearns Experience 2006 - 2006
Job Associate Attorney at Gibson, Dunn & Crutcher LLP
Industry Law Practice
Experience
Gibson, Dunn & Crutcher LLP October 2012 - Present
InSITE September 2010 - May 2012
Gibson, Dunn & Crutcher LLP May 2011 - August 2011
United States Bankruptcy Court, Southern District of New York June 2010 - August 2010
Barclays Capital October 2008 - July 2009
Lehman Brothers April 2008 - October 2008
Bear Stearns 2006 - 2006
Education
Columbia University School of Law
J.D.
Tufts University
B.S., Quantitative Economics, Mathematics
Gibson, Dunn & Crutcher LLP October 2012 - Present
InSITE September 2010 - May 2012
Gibson, Dunn & Crutcher LLP May 2011 - August 2011
United States Bankruptcy Court, Southern District of New York June 2010 - August 2010
Barclays Capital October 2008 - July 2009
Lehman Brothers April 2008 - October 2008
Bear Stearns 2006 - 2006
Education
Columbia University School of Law
J.D.
Tufts University
B.S., Quantitative Economics, Mathematics
Larry Roseman's Bear Stearns Experience August 2001 - May 2008
Job Corporate Development at eBay
Industry Internet
Experience
eBay Inc March 2015 - Present
eBay Inc April 2013 - Present
Guggenheim Securities, LLC June 2009 - March 2013
JP Morgan June 2008 - February 2009
Bear Stearns August 2001 - May 2008
Donaldson, Lufkin & Jenrette 2000 - 2000
Ernst & Young 1995 - 2000
Skills
Corporate Development, Mergers & Acquisitions, Valuation, Strategy, Investment Banking, Due Diligence, Financial Modeling, Corporate Finance, Financial Projection, Accounting, Auditing, Capital Markets, Capital Allocation, Investments, Private Equity, E-commerce, Payments, Media, Digital Media, TMT, Financial Statement..., Financial Analysis
Education
Columbia University - Columbia Business School
MBA
London School of Economics and Political Science
Study Abroad
State University of New York at Buffalo
BS, Accounting
eBay Inc March 2015 - Present
eBay Inc April 2013 - Present
Guggenheim Securities, LLC June 2009 - March 2013
JP Morgan June 2008 - February 2009
Bear Stearns August 2001 - May 2008
Donaldson, Lufkin & Jenrette 2000 - 2000
Ernst & Young 1995 - 2000
Skills
Corporate Development, Mergers & Acquisitions, Valuation, Strategy, Investment Banking, Due Diligence, Financial Modeling, Corporate Finance, Financial Projection, Accounting, Auditing, Capital Markets, Capital Allocation, Investments, Private Equity, E-commerce, Payments, Media, Digital Media, TMT, Financial Statement..., Financial Analysis
Education
Columbia University - Columbia Business School
MBA
London School of Economics and Political Science
Study Abroad
State University of New York at Buffalo
BS, Accounting
Justin Moore Justin Moore's Bear Stearns Experience February 2006 - March 2008
Job Engineer at Facebook
Industry Internet
Experience
Facebook January 2012 - Present
foursquare May 2010 - December 2011
Two Sigma Investments March 2008 - May 2010
Bear Stearns February 2006 - March 2008
Skills
Machine Learning, Python, Distributed Systems, Algorithms, Java, Data Mining, Hadoop, Perl, SQL, Ruby, C++, Linux, JavaScript, Analytics, Software Engineering, Computer Science, Big Data, Time Travel
Education
University of Rochester 2001 — 2005
BS, Computer Science
Columbia Engineering
MS Candidate, Computer Science
Facebook January 2012 - Present
foursquare May 2010 - December 2011
Two Sigma Investments March 2008 - May 2010
Bear Stearns February 2006 - March 2008
Skills
Machine Learning, Python, Distributed Systems, Algorithms, Java, Data Mining, Hadoop, Perl, SQL, Ruby, C++, Linux, JavaScript, Analytics, Software Engineering, Computer Science, Big Data, Time Travel
Education
University of Rochester 2001 — 2005
BS, Computer Science
Columbia Engineering
MS Candidate, Computer Science
Alex Micic Alex Micic's Bear Stearns Experience January 2001 - August 2001
Job Vice President at MUFG Union Bank
Industry Financial Services
Experience
MUFG Union Bank, N.A. April 2013 - Present
The Corcoran Group January 2011 - Present
Trepp, LLC January 2011 - December 2012
Sanford Bernstein / AllianceBernstein LP January 2005 - January 2011
Bank of America (Countrywide Financial Corp.) December 2001 - January 2005
Bear Stearns January 2001 - August 2001
QLC Ventures LLC January 2000 - January 2001
Accenture February 1997 - June 1999
Skills
Investment Banking, Equity Research, Banking, Financial Modeling, Investment Management, Hedge Funds, Equities, Private Equity, Alternative Investments, Equity Valuation, Business Development, Real Estate Financing, Value Investing, Investment Advisory, Asset Managment, Business Strategy, Real Estate Investment, New Business Development, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Real Estate Acquisitions, Real Estate Private...
Education
Columbia Business School 1999 — 2001
MBA, Finance & Entrepreneurship
University of Arkansas 1992 — 1996
BS, Chemical Engineering
MUFG Union Bank, N.A. April 2013 - Present
The Corcoran Group January 2011 - Present
Trepp, LLC January 2011 - December 2012
Sanford Bernstein / AllianceBernstein LP January 2005 - January 2011
Bank of America (Countrywide Financial Corp.) December 2001 - January 2005
Bear Stearns January 2001 - August 2001
QLC Ventures LLC January 2000 - January 2001
Accenture February 1997 - June 1999
Skills
Investment Banking, Equity Research, Banking, Financial Modeling, Investment Management, Hedge Funds, Equities, Private Equity, Alternative Investments, Equity Valuation, Business Development, Real Estate Financing, Value Investing, Investment Advisory, Asset Managment, Business Strategy, Real Estate Investment, New Business Development, Real Estate Development, Commercial Real Estate, Real Estate Transactions, Real Estate Acquisitions, Real Estate Private...
Education
Columbia Business School 1999 — 2001
MBA, Finance & Entrepreneurship
University of Arkansas 1992 — 1996
BS, Chemical Engineering
John Teeger John Teeger's Bear Stearns Experience 1976 - 1981
Job PRESIDENT at FOUNDERS EQUITY
Industry Investment Management
Experience
WITWATERSRAND UNIVERSITY FUND 2007 - Present
FOUNDERS EQUITY 1981 - Present
Bear Stearns 1976 - 1981
Skills
Private Equity, Investments, Healthcare, Investment Banking, Equities
Education
Columbia University - Columbia Business School 1968 — 1969
MBA, Finance, Marketing
University of the Witwatersrand 1961 — 1967
Bachelor of Commerce (B.Com.), Economics
University of the Witwatersrand 1961 — 1965
Accounting and Finance, CHARTERED ACCOUNTANT
WITWATERSRAND UNIVERSITY FUND 2007 - Present
FOUNDERS EQUITY 1981 - Present
Bear Stearns 1976 - 1981
Skills
Private Equity, Investments, Healthcare, Investment Banking, Equities
Education
Columbia University - Columbia Business School 1968 — 1969
MBA, Finance, Marketing
University of the Witwatersrand 1961 — 1967
Bachelor of Commerce (B.Com.), Economics
University of the Witwatersrand 1961 — 1965
Accounting and Finance, CHARTERED ACCOUNTANT
Daniel Spinner, CAIA Daniel Spinner, CAIA's Bear Stearns Experience 2007 - 2008
Job Portfolio Manager at Eagle Point Credit Management
Industry Investment Management
Experience
Eagle Point Credit Management February 2013 - Present
1199SEIU National Benefit & Pension Funds June 2009 - February 2013
Bear Stearns 2007 - 2008
Structured Capital Partners 2003 - 2006
JPMorgan 1996 - 2003
Skills
Private Equity, Asset Management, Investments, Investment Banking, Venture Capital, Real Estate, Credit
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Gettysburg College 1992 — 1996
BA, Business Management
Eagle Point Credit Management February 2013 - Present
1199SEIU National Benefit & Pension Funds June 2009 - February 2013
Bear Stearns 2007 - 2008
Structured Capital Partners 2003 - 2006
JPMorgan 1996 - 2003
Skills
Private Equity, Asset Management, Investments, Investment Banking, Venture Capital, Real Estate, Credit
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Gettysburg College 1992 — 1996
BA, Business Management
Alicia Rosner Alicia Rosner's Bear Stearns Experience 2004 - 2006
Job Senior Presentation Specialist at Dimensional Fund Advisors
Industry Financial Services
Experience
Dimensional Fund Advisors April 2014 - Present
Williams Lea Inc. September 2004 - April 2014
Bear Stearns 2004 - 2006
Deloitte Consulting January 2003 - June 2004
DaVinci Software April 1999 - October 2001
Skills
Adobe Acrobat, Adobe Creative Suite, QuarkXPress, Brochures, Photoshop, Graphic Design, Mac, InDesign, Microsoft Office
Education
Columbia College Chicago 1997 — 2010
Indiana University Bloomington 1995 — 1997
BA, Art History
Dimensional Fund Advisors April 2014 - Present
Williams Lea Inc. September 2004 - April 2014
Bear Stearns 2004 - 2006
Deloitte Consulting January 2003 - June 2004
DaVinci Software April 1999 - October 2001
Skills
Adobe Acrobat, Adobe Creative Suite, QuarkXPress, Brochures, Photoshop, Graphic Design, Mac, InDesign, Microsoft Office
Education
Columbia College Chicago 1997 — 2010
Indiana University Bloomington 1995 — 1997
BA, Art History
Bruce Brittain Bruce Brittain's Bear Stearns Experience June 2001 - August 2008
Job Structured Credit Products Managing Director at SSS
Industry Financial Services
Experience
South Street Securities / Lucid MA January 2013 - Present
Morgan Stanley September 2009 - January 2012
Bear Stearns June 2001 - August 2008
Skills
Structured Products, Financial Modeling, Credit Derivatives, Fixed Income, Structured Finance, Fixed Income Analysis, Financial Analysis, Fixed Income Strategies, Capital Markets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
The University of Chicago 1999 — 2003
Bachelor of Science (BSc), Mathematics
South Street Securities / Lucid MA January 2013 - Present
Morgan Stanley September 2009 - January 2012
Bear Stearns June 2001 - August 2008
Skills
Structured Products, Financial Modeling, Credit Derivatives, Fixed Income, Structured Finance, Fixed Income Analysis, Financial Analysis, Fixed Income Strategies, Capital Markets
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
The University of Chicago 1999 — 2003
Bachelor of Science (BSc), Mathematics
Jeremy Colvin Jeremy Colvin's Bear Stearns Experience June 2006 - August 2006
Job Private Equity
Industry Venture Capital & Private Equity
Experience
Reverence Capital Partners May 2014 - Present
Goldman Sachs August 2010 - March 2012
Goldman Sachs July 2008 - July 2010
Goldman Sachs June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Skills
Hedge Funds, Financial Sponsors, Leveraged Finance, Private Equity, Investment Banking
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Columbia University in the City of New York 2004 — 2008
BA, History
Trinity School 1992 — 2004
Reverence Capital Partners May 2014 - Present
Goldman Sachs August 2010 - March 2012
Goldman Sachs July 2008 - July 2010
Goldman Sachs June 2007 - August 2007
Bear Stearns June 2006 - August 2006
Bear Stearns June 2005 - August 2005
Skills
Hedge Funds, Financial Sponsors, Leveraged Finance, Private Equity, Investment Banking
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA)
Columbia University in the City of New York 2004 — 2008
BA, History
Trinity School 1992 — 2004
Michael Fox-Rabinovitz, CFA, FRM, CAIA's Bear Stearns Experience June 2003 - August 2003
Job Partner / Portfolio Manager at Strategic Streams
Industry Investment Management
Experience
Strategic Streams June 2012 - Present
Deutsche Bank July 2014 - May 2015
Royal Bank of Scotland December 2012 - September 2013
JPMorgan Chase January 2012 - December 2012
UFS April 2010 - December 2011
MGN Group August 2008 - April 2010
Citigroup Private Bank June 2006 - May 2008
Risk Capital October 2000 - June 2006
Auda Capital October 2003 - January 2004
Bear Stearns June 2003 - August 2003
Skills
Excel, PowerPoint, Bloomberg Terminal, Risk Management, Risk Analysis, Wealth Management, Private Wealth..., Asset Management, Portfolio Management, Alternative Investments, Investment Strategies, Structured Products, Emerging Markets, Portfolio Optimization, Portfolio Strategy, Asset Allocation, Enterprise Risk..., Credit Risk, Asset Managment, Fixed Income, Wealth Management..., Derivatives, Microsoft Excel, Equities, Finance, Financial Modeling, Private Equity, Trading, Options, Economics, Hedge Funds, Financial Markets, Commodity, Investments, Project Finance, Mutual Funds, Bloomberg, Bonds, Financial Risk, Hedging, Investment Management
Education
Chartered Alternative Investment Analyst 2006 — 2007
CAIA
Professional Risk Manager 2004 — 2004
PRM
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Chartered Financial Analyst 1997 — 1999
CFA
Financial Risk Manager 1998 — 1999
FRM
University of Pennsylvania - The Wharton School 1992 — 1996
B.S, Finance
Strategic Streams June 2012 - Present
Deutsche Bank July 2014 - May 2015
Royal Bank of Scotland December 2012 - September 2013
JPMorgan Chase January 2012 - December 2012
UFS April 2010 - December 2011
MGN Group August 2008 - April 2010
Citigroup Private Bank June 2006 - May 2008
Risk Capital October 2000 - June 2006
Auda Capital October 2003 - January 2004
Bear Stearns June 2003 - August 2003
Skills
Excel, PowerPoint, Bloomberg Terminal, Risk Management, Risk Analysis, Wealth Management, Private Wealth..., Asset Management, Portfolio Management, Alternative Investments, Investment Strategies, Structured Products, Emerging Markets, Portfolio Optimization, Portfolio Strategy, Asset Allocation, Enterprise Risk..., Credit Risk, Asset Managment, Fixed Income, Wealth Management..., Derivatives, Microsoft Excel, Equities, Finance, Financial Modeling, Private Equity, Trading, Options, Economics, Hedge Funds, Financial Markets, Commodity, Investments, Project Finance, Mutual Funds, Bloomberg, Bonds, Financial Risk, Hedging, Investment Management
Education
Chartered Alternative Investment Analyst 2006 — 2007
CAIA
Professional Risk Manager 2004 — 2004
PRM
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Chartered Financial Analyst 1997 — 1999
CFA
Financial Risk Manager 1998 — 1999
FRM
University of Pennsylvania - The Wharton School 1992 — 1996
B.S, Finance
Santosh Sekar's Bear Stearns Experience June 2007 - August 2007
Job President, Sales and Marketing at Roller Essentials
Industry Financial Services
Experience
Roller Essentials August 2012 - Present
American Express March 2011 - June 2012
Roller Essentials, LLC February 2010 - February 2011
Galleon Group July 2008 - November 2009
Bear Stearns June 2007 - August 2007
Millenium Technology Venture Partners January 2007 - May 2007
Lehman Brothers July 2002 - May 2006
Skills
Equity Valuation, Payments, Telecommunications..., Corporate Development, Investment Banking, Hedge Funds, Equities, Valuation, Financial Modeling, Bloomberg, Investments, Mergers, Due Diligence, Financial Services, Mergers & Acquisitions, Acquisitions
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Columbia University in the City of New York 1996 — 2001
BS, Engineering Management Systems
Roller Essentials August 2012 - Present
American Express March 2011 - June 2012
Roller Essentials, LLC February 2010 - February 2011
Galleon Group July 2008 - November 2009
Bear Stearns June 2007 - August 2007
Millenium Technology Venture Partners January 2007 - May 2007
Lehman Brothers July 2002 - May 2006
Skills
Equity Valuation, Payments, Telecommunications..., Corporate Development, Investment Banking, Hedge Funds, Equities, Valuation, Financial Modeling, Bloomberg, Investments, Mergers, Due Diligence, Financial Services, Mergers & Acquisitions, Acquisitions
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
Columbia University in the City of New York 1996 — 2001
BS, Engineering Management Systems
Alexander Desjardins's Bear Stearns Experience July 2007 - June 2008
Job
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2009 - Present
Gruppo, Levey & Co. June 2008 - August 2009
Bear Stearns July 2007 - June 2008
Bear Stearns June 2006 - August 2006
Investors Bank & Trust August 2001 - July 2005
Kaplan Inc. 2004 - 2005
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Due Diligence, Acquisitions, Financial Analysis, LBO, M&A experience, IPO, Mergers, Accounting, Microsoft Excel, Business Valuation, Finance, Corporate Development, Financial Structuring, Divestitures, Restructuring, Structured Finance, DCF, Leveraged Finance, Inversion
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Accounting, and Banking
College of the Holy Cross 1997 — 2001
B.A., Economics
Bank of America Merrill Lynch August 2009 - Present
Gruppo, Levey & Co. June 2008 - August 2009
Bear Stearns July 2007 - June 2008
Bear Stearns June 2006 - August 2006
Investors Bank & Trust August 2001 - July 2005
Kaplan Inc. 2004 - 2005
Skills
Mergers & Acquisitions, Valuation, Financial Modeling, Corporate Finance, Investment Banking, Due Diligence, Acquisitions, Financial Analysis, LBO, M&A experience, IPO, Mergers, Accounting, Microsoft Excel, Business Valuation, Finance, Corporate Development, Financial Structuring, Divestitures, Restructuring, Structured Finance, DCF, Leveraged Finance, Inversion
Education
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA, Finance, Accounting, and Banking
College of the Holy Cross 1997 — 2001
B.A., Economics
Olga Kaplan's Bear Stearns Experience 2007 - 2007
Job Associate
Industry Law Practice
Experience
Debevoise & Plimpton September 2009 - Present
United States District Court for the Eastern District of Virginia 2010 - 2011
Bear Stearns 2007 - 2007
Mintz, Levin, Cohn, Ferris, Glovsky & Popeo, PC 2004 - 2006
Education
Columbia University School of Law 2007 — 2009
JD
Wellesley College 2000 — 2004
BA, Political Science
Debevoise & Plimpton September 2009 - Present
United States District Court for the Eastern District of Virginia 2010 - 2011
Bear Stearns 2007 - 2007
Mintz, Levin, Cohn, Ferris, Glovsky & Popeo, PC 2004 - 2006
Education
Columbia University School of Law 2007 — 2009
JD
Wellesley College 2000 — 2004
BA, Political Science
Brian Shure's Bear Stearns Experience 1999 - 2000
Job Chief Financial Officer at Cardon Outreach
Industry Hospital & Health Care
Experience
Cardon Outreach January 2011 - Present
Ambrose Capital Partners, LLC May 2008 - Present
Maximus Capital Management April 2001 - December 2006
Bear Stearns 1999 - 2000
DB Alex. Brown 1998 - 1999
Skills
Mergers, Financial Modeling, Investments, Financial Analysis, Venture Capital, Healthcare, Strategic Planning, Private Equity, Corporate Development, Revenue Cycle, Valuation, Due Diligence, Start-ups, Executive Management, Mergers & Acquisitions, Leadership
Education
Columbia University - Columbia Business School 2007 — 2008
MBA, Finance & Real Estate
Yale University 1994 — 1998
BA, American Studies
Cardon Outreach January 2011 - Present
Ambrose Capital Partners, LLC May 2008 - Present
Maximus Capital Management April 2001 - December 2006
Bear Stearns 1999 - 2000
DB Alex. Brown 1998 - 1999
Skills
Mergers, Financial Modeling, Investments, Financial Analysis, Venture Capital, Healthcare, Strategic Planning, Private Equity, Corporate Development, Revenue Cycle, Valuation, Due Diligence, Start-ups, Executive Management, Mergers & Acquisitions, Leadership
Education
Columbia University - Columbia Business School 2007 — 2008
MBA, Finance & Real Estate
Yale University 1994 — 1998
BA, American Studies
Oliver J.E. Fajardo's Bear Stearns Experience November 1997 - August 2004
Job Project Manager
Industry Financial Services
Experience
Spot Trading LLC May 2010 - Present
Radius IT, LLC November 2008 - April 2010
Actuarials Holdings, LLC August 2007 - October 2008
Trading Technologies September 2004 - July 2007
Bear Stearns November 1997 - August 2004
Donovan Leisure Newton & Irvine June 1995 - October 1997
Skills
Release Management, Software Quality..., Testing, Trading, Certified Scrum Master..., Agile Project Management, Project Management, Agile Methodologies, Business Analysis, JIRA, Management, Project Portfolio..., Quality Assurance, Scrum, SharePoint, Trading Systems, Electronic Trading, Linux, Market Data, MS Project, Microsoft SQL Server, Perl, Requirements Analysis, Requirements Gathering, SDLC, Software Design, Software Development, Software Engineering, Software Project..., Systems Analysis, Test Management, Test Planning, User Acceptance Testing, Vendor Management
Education
College of Mount Saint Vincent 1991 — 1995
Bachelor of Science (B.S.), Computer Science
Spot Trading LLC May 2010 - Present
Radius IT, LLC November 2008 - April 2010
Actuarials Holdings, LLC August 2007 - October 2008
Trading Technologies September 2004 - July 2007
Bear Stearns November 1997 - August 2004
Donovan Leisure Newton & Irvine June 1995 - October 1997
Skills
Release Management, Software Quality..., Testing, Trading, Certified Scrum Master..., Agile Project Management, Project Management, Agile Methodologies, Business Analysis, JIRA, Management, Project Portfolio..., Quality Assurance, Scrum, SharePoint, Trading Systems, Electronic Trading, Linux, Market Data, MS Project, Microsoft SQL Server, Perl, Requirements Analysis, Requirements Gathering, SDLC, Software Design, Software Development, Software Engineering, Software Project..., Systems Analysis, Test Management, Test Planning, User Acceptance Testing, Vendor Management
Education
College of Mount Saint Vincent 1991 — 1995
Bachelor of Science (B.S.), Computer Science
Dan Kelsh's Bear Stearns Experience May 2006 - June 2008
Job Executive Director at UBS Investment Bank
Industry Financial Services
Experience
UBS Investment Bank October 2009 - Present
AlixPartners June 2008 - October 2009
Bear Stearns May 2006 - June 2008
Angelo, Gordon & Co. August 2002 - August 2005
J. P. Morgan Chase January 2001 - August 2002
Skills
Capital Markets, Corporate Finance, Leveraged Finance, Financial Modeling, Valuation, Securities, Investment Banking, Restructuring, Equities, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance & Economics
College of the Holy Cross 1996 — 2000
BA, Economics
Chaminade High School
UBS Investment Bank October 2009 - Present
AlixPartners June 2008 - October 2009
Bear Stearns May 2006 - June 2008
Angelo, Gordon & Co. August 2002 - August 2005
J. P. Morgan Chase January 2001 - August 2002
Skills
Capital Markets, Corporate Finance, Leveraged Finance, Financial Modeling, Valuation, Securities, Investment Banking, Restructuring, Equities, Private Equity
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance & Economics
College of the Holy Cross 1996 — 2000
BA, Economics
Chaminade High School
Michael Ridloff's Bear Stearns Experience 2000 - 2002
Job Director of Investments at Vanke Holdings USA LLC
Industry Real Estate
Experience
Vanke Holdings USA LLC September 2013 - Present
Lane Capital Partners June 2011 - September 2013
Madison Capital January 2009 - September 2011
DTZ Real Estate Investors 2007 - 2008
Eurohypo AG 2004 - 2005
BlackRock 2002 - 2004
Bear Stearns 2000 - 2002
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Real Estate
University of Pennsylvania - The Wharton School 1996 — 2000
BS in Economics, Finance
Vanke Holdings USA LLC September 2013 - Present
Lane Capital Partners June 2011 - September 2013
Madison Capital January 2009 - September 2011
DTZ Real Estate Investors 2007 - 2008
Eurohypo AG 2004 - 2005
BlackRock 2002 - 2004
Bear Stearns 2000 - 2002
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Real Estate
University of Pennsylvania - The Wharton School 1996 — 2000
BS in Economics, Finance
Ariel Eckstein's Bear Stearns Experience June 2004 - August 2004
Job Trader at Walleye Trading
Industry Investment Management
Experience
Walleye Trading July 2014 - Present
Columbia Business School September 2012 - May 2014
Deutsche Bank June 2013 - August 2013
AXIS Capital June 2009 - July 2012
Pequot Capital August 2007 - June 2009
Oliver Wyman June 2006 - August 2006
The Blackstone Group January 2006 - March 2006
Bear Stearns June 2004 - August 2004
Skills
Hedge Funds, Equities, Asset Management, Finance, Due Diligence
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance, Dean's List
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics, cum laude
Walleye Trading July 2014 - Present
Columbia Business School September 2012 - May 2014
Deutsche Bank June 2013 - August 2013
AXIS Capital June 2009 - July 2012
Pequot Capital August 2007 - June 2009
Oliver Wyman June 2006 - August 2006
The Blackstone Group January 2006 - March 2006
Bear Stearns June 2004 - August 2004
Skills
Hedge Funds, Equities, Asset Management, Finance, Due Diligence
Education
Columbia Business School 2012 — 2014
Master of Business Administration (MBA), Finance, Dean's List
Dartmouth College 2003 — 2007
Bachelor of Arts (B.A.), Mathematics, cum laude
Wayne Weil's Bear Stearns Experience March 2003 - May 2008
Job Director, Performance Improvement at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal March 2013 - Present
BlackRock August 2011 - December 2012
Hildebrandt International 2009 - July 2011
Pinnacle Sourcing Strategies June 2008 - July 2011
Bear Stearns March 2003 - May 2008
Wayne Weil Consulting February 2002 - February 2003
CrossBorder Exchange November 2000 - February 2002
Merrill Lynch July 1999 - November 2000
KPMG Consulting 1997 - 1999
Lehman Brothers 1993 - 1996
Skills
Contract Negotiations, Software Licensing, Outsourcing, Contract Negotiation, Offshoring, Strategic Sourcing, Vendor Management, BPO, Mergers, Due Diligence, Negotiation, Management Consulting, Cost Reduction, Procurement, Financial Modeling, Acquisition Integration, Contract Management, IT Strategy, Start-ups, IT Outsourcing, Enterprise Software, Strategy, Mergers & Acquisitions, Strategic Planning, Program Management, SaaS, Management, Competitive Analysis, Business Process, Governance, Analysis, Professional Services
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Dartmouth College 1984 — 1988
BA, English
Montclair Kimberley Academy (MKA) 1980 — 1984
High School
Alvarez & Marsal March 2013 - Present
BlackRock August 2011 - December 2012
Hildebrandt International 2009 - July 2011
Pinnacle Sourcing Strategies June 2008 - July 2011
Bear Stearns March 2003 - May 2008
Wayne Weil Consulting February 2002 - February 2003
CrossBorder Exchange November 2000 - February 2002
Merrill Lynch July 1999 - November 2000
KPMG Consulting 1997 - 1999
Lehman Brothers 1993 - 1996
Skills
Contract Negotiations, Software Licensing, Outsourcing, Contract Negotiation, Offshoring, Strategic Sourcing, Vendor Management, BPO, Mergers, Due Diligence, Negotiation, Management Consulting, Cost Reduction, Procurement, Financial Modeling, Acquisition Integration, Contract Management, IT Strategy, Start-ups, IT Outsourcing, Enterprise Software, Strategy, Mergers & Acquisitions, Strategic Planning, Program Management, SaaS, Management, Competitive Analysis, Business Process, Governance, Analysis, Professional Services
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Dartmouth College 1984 — 1988
BA, English
Montclair Kimberley Academy (MKA) 1980 — 1984
High School
Gigi Chavez de Arnavat's Bear Stearns Experience September 2007 - August 2008
Job Managing Director and Associate General Counsel at Goldman Sachs
Industry Financial Services
Experience
Goldman, Sachs & Co. March 2010 - Present
Knight Libertas LLC October 2009 - February 2010
Bear Stearns September 2007 - August 2008
Morgan Stanley September 1996 - August 2007
Sullivan & Cromwell August 1991 - August 1996
Skills
Emerging Markets, Capital Markets, Latin America, Trading, Private Equity, Securities, Hedge Funds, Structured Finance, Alternative Investments, Derivatives, Due Diligence, Equities, Securities Regulation, Mergers, Venture Capital, Structured Products, Corporate Finance, Joint Ventures, Asset Managment, Private Placements, Fixed Income, Investment Banking
Education
Columbia Law School 1989 — 1991
JD, Law
Harvard University 1982 — 1986
A.B. magna cum laude, Government
Goldman, Sachs & Co. March 2010 - Present
Knight Libertas LLC October 2009 - February 2010
Bear Stearns September 2007 - August 2008
Morgan Stanley September 1996 - August 2007
Sullivan & Cromwell August 1991 - August 1996
Skills
Emerging Markets, Capital Markets, Latin America, Trading, Private Equity, Securities, Hedge Funds, Structured Finance, Alternative Investments, Derivatives, Due Diligence, Equities, Securities Regulation, Mergers, Venture Capital, Structured Products, Corporate Finance, Joint Ventures, Asset Managment, Private Placements, Fixed Income, Investment Banking
Education
Columbia Law School 1989 — 1991
JD, Law
Harvard University 1982 — 1986
A.B. magna cum laude, Government
Mickey Dusenbury's Bear Stearns Experience October 1999 - June 2008
Job at JP Morgan
Industry Financial Services
Experience
JP Morgan Chase June 2008 - Present
Bear Stearns October 1999 - June 2008
Accession Technologies LTD, November 1998 - October 1999
AkzoNobel April 1991 - October 1999
MTI Vacations April 1990 - March 1991
Tellabs May 1981 - April 1990
Skills
Technical support for..., Disaster Recovery, Servers, Data Center, Troubleshooting, Operating Systems, Security, TCP/IP, Microsoft Exchange, Technical Support, Networking, Hardware, Software Installation, Help Desk Support, Program Management, Apache, Management, .NET, Java, Computer Security, SAP, Bloomberg, Private Equity, Valuation, Equities, Fixed Income, Capital Markets, Financial Modeling, Derivatives, Hedge Funds, Investment Banking
Education
College of DuPage 1979 — 1981
Computer Science
Elmhurst College 1978 — 1979
General Studies
JP Morgan Chase June 2008 - Present
Bear Stearns October 1999 - June 2008
Accession Technologies LTD, November 1998 - October 1999
AkzoNobel April 1991 - October 1999
MTI Vacations April 1990 - March 1991
Tellabs May 1981 - April 1990
Skills
Technical support for..., Disaster Recovery, Servers, Data Center, Troubleshooting, Operating Systems, Security, TCP/IP, Microsoft Exchange, Technical Support, Networking, Hardware, Software Installation, Help Desk Support, Program Management, Apache, Management, .NET, Java, Computer Security, SAP, Bloomberg, Private Equity, Valuation, Equities, Fixed Income, Capital Markets, Financial Modeling, Derivatives, Hedge Funds, Investment Banking
Education
College of DuPage 1979 — 1981
Computer Science
Elmhurst College 1978 — 1979
General Studies
Arlene Liu's Bear Stearns Experience July 1996 - August 1999
Job Vice President at Goldman Sachs Canada Inc.
Industry Investment Banking
Experience
Goldman Sachs Canada Inc. August 2002 - Present
Warburg Pincus September 1999 - July 2000
Bear Stearns July 1996 - August 1999
Education
Columbia University - Columbia Business School 2000 — 2002
Massachusetts Institute of Technology 1992 — 1996
Goldman Sachs Canada Inc. August 2002 - Present
Warburg Pincus September 1999 - July 2000
Bear Stearns July 1996 - August 1999
Education
Columbia University - Columbia Business School 2000 — 2002
Massachusetts Institute of Technology 1992 — 1996
Tom DeGroh's Bear Stearns Experience September 2005 - August 2008
Job Senior Project Manager at BMO Harris Bank
Industry Financial Services
Experience
BMO Harris Bank June 2014 - Present
Little City Foundation May 2013 - June 2014
HighTower August 2008 - December 2012
Bear Stearns September 2005 - August 2008
Design Strategy 2005 - 2008
Morgan Stanley April 2003 - June 2005
Tom deGroh Consulting 2001 - 2003
Motorola (Compaq) May 1999 - June 2001
Compaq 1999 - 2001
Global Media Solutions 1997 - 1999
Skills
Cloud Computing, IT Service Management, Start-ups, Infrastructure, Project Management, Consulting, Vendor Management, Business Analysis, Entrepreneurship, Building Relationships, Project Planning, Start-up Consulting, VoIP, Desktop Deployment, Networking, Help Desk Support, Office Buildings, Cisco VoIP, Transition Support, Microsoft Exchange, Information Technology, Building New Business, Phone System..., Salesforce.com, Network Administration, System Deployment, Technical Support, Operating Systems, Cisco Technologies, Nonprofit Technology, Process Improvement, SIP, Deployment Strategies, Hardware Deployments, Non-profit Consulting, Not for Profit, Hardware, Non-profit Technology, SaaS, Vendor Relationships
Education
College of DuPage 1995 — 1998
Naperville North 1991 — 1994
BMO Harris Bank June 2014 - Present
Little City Foundation May 2013 - June 2014
HighTower August 2008 - December 2012
Bear Stearns September 2005 - August 2008
Design Strategy 2005 - 2008
Morgan Stanley April 2003 - June 2005
Tom deGroh Consulting 2001 - 2003
Motorola (Compaq) May 1999 - June 2001
Compaq 1999 - 2001
Global Media Solutions 1997 - 1999
Skills
Cloud Computing, IT Service Management, Start-ups, Infrastructure, Project Management, Consulting, Vendor Management, Business Analysis, Entrepreneurship, Building Relationships, Project Planning, Start-up Consulting, VoIP, Desktop Deployment, Networking, Help Desk Support, Office Buildings, Cisco VoIP, Transition Support, Microsoft Exchange, Information Technology, Building New Business, Phone System..., Salesforce.com, Network Administration, System Deployment, Technical Support, Operating Systems, Cisco Technologies, Nonprofit Technology, Process Improvement, SIP, Deployment Strategies, Hardware Deployments, Non-profit Consulting, Not for Profit, Hardware, Non-profit Technology, SaaS, Vendor Relationships
Education
College of DuPage 1995 — 1998
Naperville North 1991 — 1994
Katie Manglis's Bear Stearns Experience August 2000 - April 2005
Job Independent Strategic and Financial Consultant
Industry Entertainment
Experience
Manglis Group 2011 - 2011
Bear Stearns August 2000 - April 2005
Pricewaterhouse Coopers 1997 - 1999
PwC 1997 - 1999
Education
Columbia University - Columbia Business School 1992 — 1994
Manglis Group 2011 - 2011
Bear Stearns August 2000 - April 2005
Pricewaterhouse Coopers 1997 - 1999
PwC 1997 - 1999
Education
Columbia University - Columbia Business School 1992 — 1994
Arvind Gopal's Bear Stearns Experience June 2003 - June 2005
Job Vice President at Altpoint Capital Partners
Industry Venture Capital & Private Equity
Experience
Altpoint Capital Partners March 2014 - Present
New York Life Investments February 2013 - March 2013
Lamco, LLC August 2010 - February 2013
ARGUS Software 2007 - 2008
Lightyear Capital June 2005 - June 2007
Bear Stearns June 2003 - June 2005
Skills
Valuation, Financial Modeling, Investment Banking, Hedge Funds, Corporate Development, Alternative Investments, Equities, Venture Capital, Investments, Due Diligence, Mergers, LBO, Asset Managment, Mezzanine, Private Equity, Mergers & Acquisitions, Asset Management, Portfolio Management
Education
Columbia Business School 2008 — 2010
MBA, Business and Finance
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration and Economics
Altpoint Capital Partners March 2014 - Present
New York Life Investments February 2013 - March 2013
Lamco, LLC August 2010 - February 2013
ARGUS Software 2007 - 2008
Lightyear Capital June 2005 - June 2007
Bear Stearns June 2003 - June 2005
Skills
Valuation, Financial Modeling, Investment Banking, Hedge Funds, Corporate Development, Alternative Investments, Equities, Venture Capital, Investments, Due Diligence, Mergers, LBO, Asset Managment, Mezzanine, Private Equity, Mergers & Acquisitions, Asset Management, Portfolio Management
Education
Columbia Business School 2008 — 2010
MBA, Business and Finance
University of North Carolina at Chapel Hill 1998 — 2002
BSBA, Business Administration and Economics
Frances Pak's Bear Stearns Experience May 2006 - May 2008
Job Associate at J.P. Mogran
Industry Investment Banking
Experience
JPMorgan June 2008 - Present
Bear Stearns May 2006 - May 2008
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
Columbia University in the City of New York 2004 — 2005
MPH, Health Policy & Management
New York University
BA, Psychology
JPMorgan June 2008 - Present
Bear Stearns May 2006 - May 2008
Education
Columbia University - Columbia Business School 2005 — 2006
MBA, Finance
Columbia University in the City of New York 2004 — 2005
MPH, Health Policy & Management
New York University
BA, Psychology
Sue Kander's Bear Stearns Experience May 1994 - October 2007
Job Executive Office Professional
Industry Executive Office
Experience
BurrellesLuce 2008 - Present
Bear Stearns May 1994 - October 2007
Suburban Propane August 1987 - October 1993
Education
College of Saint Elizabeth 1991 — 1993
County College of Morris 1985 — 1991
AS, Business Administration
BurrellesLuce 2008 - Present
Bear Stearns May 1994 - October 2007
Suburban Propane August 1987 - October 1993
Education
College of Saint Elizabeth 1991 — 1993
County College of Morris 1985 — 1991
AS, Business Administration
Karis Durmer's Bear Stearns Experience 2001 - 2003
Job ALTUZARRA
Industry Retail
Experience
ALTUZARRA September 2011 - Present
Make Meaning September 2010 - September 2011
Conde Nast October 2006 - December 2008
Martha Stewart Living Omnimedia 2003 - 2006
Bear Stearns 2001 - 2003
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
Georgetown University
BA, Government
ALTUZARRA September 2011 - Present
Make Meaning September 2010 - September 2011
Conde Nast October 2006 - December 2008
Martha Stewart Living Omnimedia 2003 - 2006
Bear Stearns 2001 - 2003
Education
Columbia University - Columbia Business School 2009 — 2010
MBA
Georgetown University
BA, Government
Edward O'Brien, CFA's Bear Stearns Experience September 1999 - January 2003
Job Balance Sheet Management at Capital One
Industry Banking
Experience
Capital One April 2014 - Present
Fannie Mae August 2009 - April 2014
Washington Mutual January 2003 - January 2009
Bear Stearns September 1999 - January 2003
Salomon Smith Barney August 1998 - September 1999
Loomis Sayles 1996 - 1998
Investors Bank & Trust 1995 - 1996
Skills
Asset Management, Banking, Bloomberg, Capital Markets, Credit Risk, Derivatives, Financial Modeling, Valuation, Risk Management, Portfolio Management, MBS, Fixed Income
Education
College of the Holy Cross 1991 — 1995
Capital One April 2014 - Present
Fannie Mae August 2009 - April 2014
Washington Mutual January 2003 - January 2009
Bear Stearns September 1999 - January 2003
Salomon Smith Barney August 1998 - September 1999
Loomis Sayles 1996 - 1998
Investors Bank & Trust 1995 - 1996
Skills
Asset Management, Banking, Bloomberg, Capital Markets, Credit Risk, Derivatives, Financial Modeling, Valuation, Risk Management, Portfolio Management, MBS, Fixed Income
Education
College of the Holy Cross 1991 — 1995
Casdin, Eli's Bear Stearns Experience 2007 - 2007
Job Managing Member Casdin Capital
Industry Investment Management
Experience
Casdin Capital November 2011 - Present
SynapDx January 2013 - Present
Invitae November 2013 - February 2015
Alliance Bernstein 2007 - July 2011
Bear Stearns 2007 - 2007
Cooper Hill Partners 2003 - 2006
EDMC Clothing 1994 - 2001
Skills
Valuation, Financial Modeling, Hedge Funds, Private Equity, Equity Research, Equities, Alternative Investments, Investments, Venture Capital, Portfolio Management, Due Diligence, Bloomberg, Capital Markets, Equity Valuation, Asset Management, Corporate Finance, Corporate Development, Fixed Income, Financial Analysis, Investment Management
Education
Columbia Business School 2002 — 2003
MBA, Finance - Accounting
Columbia University in the City of New York 2001 — 2003
Bachelor of Science
University of Vermont 1991 — 1993
Riverdale Country School 1987 — 1991
Casdin Capital November 2011 - Present
SynapDx January 2013 - Present
Invitae November 2013 - February 2015
Alliance Bernstein 2007 - July 2011
Bear Stearns 2007 - 2007
Cooper Hill Partners 2003 - 2006
EDMC Clothing 1994 - 2001
Skills
Valuation, Financial Modeling, Hedge Funds, Private Equity, Equity Research, Equities, Alternative Investments, Investments, Venture Capital, Portfolio Management, Due Diligence, Bloomberg, Capital Markets, Equity Valuation, Asset Management, Corporate Finance, Corporate Development, Fixed Income, Financial Analysis, Investment Management
Education
Columbia Business School 2002 — 2003
MBA, Finance - Accounting
Columbia University in the City of New York 2001 — 2003
Bachelor of Science
University of Vermont 1991 — 1993
Riverdale Country School 1987 — 1991
Joe Chromcik's Bear Stearns Experience March 1998 - March 2000
Job Network Support Advisor at Dell
Industry Computer Networking
Experience
Dell October 2012 - Present
JC Network Solutions, LLC January 2010 - Present
Middle Atlantic Products November 2000 - October 2012
Tellurian Networks 2007 - 2008
Pipe9 April 2000 - October 2000
Bear Stearns March 1998 - March 2000
Advanced Instrument Development, Inc September 1994 - March 1998
Fotel, Inc. February 1991 - October 1994
Skills
Network Security, Data Center, DNS, VMware, Security, Cabling, Disaster Recovery, Integration, Virtualization, Network Administration, Solution Selling, Cisco Technologies, Troubleshooting, Servers
Education
College of DuPage 1990 — 1992
Dell October 2012 - Present
JC Network Solutions, LLC January 2010 - Present
Middle Atlantic Products November 2000 - October 2012
Tellurian Networks 2007 - 2008
Pipe9 April 2000 - October 2000
Bear Stearns March 1998 - March 2000
Advanced Instrument Development, Inc September 1994 - March 1998
Fotel, Inc. February 1991 - October 1994
Skills
Network Security, Data Center, DNS, VMware, Security, Cabling, Disaster Recovery, Integration, Virtualization, Network Administration, Solution Selling, Cisco Technologies, Troubleshooting, Servers
Education
College of DuPage 1990 — 1992
Judy Modica's Bear Stearns Experience 2000 - 2008
Job Executive Director at Ernst & Young
Industry Financial Services
Experience
Ernst & Young April 2009 - Present
Bear Stearns 2000 - 2008
Bankers Trust Company 1991 - 1999
Bankers Trust Company 1982 - 1991
Skills
Credit Risk, Risk Management, Credit, Financial Services, Loans, Derivatives, Trading, Analysis, Auditing, Financial Modeling
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Accounting and Finance
Georgetown University 1974 — 1978
BA, International Relations
Ernst & Young April 2009 - Present
Bear Stearns 2000 - 2008
Bankers Trust Company 1991 - 1999
Bankers Trust Company 1982 - 1991
Skills
Credit Risk, Risk Management, Credit, Financial Services, Loans, Derivatives, Trading, Analysis, Auditing, Financial Modeling
Education
Columbia University - Columbia Business School 1980 — 1982
MBA, Accounting and Finance
Georgetown University 1974 — 1978
BA, International Relations
Dean Rostovsky's Bear Stearns Experience May 2003 - February 2006
Job Director, Clarion Partners
Industry Real Estate
Experience
Clarion Partners LLC February 2006 - Present
Bear Stearns May 2003 - February 2006
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Real Estate, Finance
Haas School of Business, UC Berkeley
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Clarion Partners LLC February 2006 - Present
Bear Stearns May 2003 - February 2006
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Real Estate, Finance
Haas School of Business, UC Berkeley
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Henry Ashton's Bear Stearns Experience August 2003 - April 2004
Job Vice PresidentGlobal Account Management at Pershing, a BNY Mellon company
Industry Financial Services
Experience
Pershing, a BNY Mellon company June 2008 - Present
Merrill Lynch April 2004 - June 2008
Bear Stearns August 2003 - April 2004
Pershing LLC February 1994 - May 2003
Pershing, LLC, The Bank of New York Mellon February 1994 - May 2003
Pershing 1994 - 2003
Skills
Series 7, Portfolio Management, Wealth Management, Equities, Investments, Mutual Funds, Series 63, Fixed Income, Financial Services, Banking, Securities, Capital Markets, Investment Banking, Asset Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Marketing and Management
College of the Holy Cross 1989 — 1993
Bachelor's degree, Political Science and Government
Glens Falls High School 1985 — 1989
Regents
Pershing, a BNY Mellon company June 2008 - Present
Merrill Lynch April 2004 - June 2008
Bear Stearns August 2003 - April 2004
Pershing LLC February 1994 - May 2003
Pershing, LLC, The Bank of New York Mellon February 1994 - May 2003
Pershing 1994 - 2003
Skills
Series 7, Portfolio Management, Wealth Management, Equities, Investments, Mutual Funds, Series 63, Fixed Income, Financial Services, Banking, Securities, Capital Markets, Investment Banking, Asset Management
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Marketing and Management
College of the Holy Cross 1989 — 1993
Bachelor's degree, Political Science and Government
Glens Falls High School 1985 — 1989
Regents
David Lebowitz's Bear Stearns Experience January 2004 - June 2008
Job Vice President, Deputy General Counsel Human Resources Legal at Pitney Bowes
Industry Legal Services
Experience
Pitney Bowes July 2013 - Present
Pitney Bowes July 2009 - June 2013
JPMorgan Chase June 2008 - July 2009
Bear Stearns January 2004 - June 2008
EPIX Holdings Corp. March 1999 - December 2003
New York Daily News November 1996 - March 1999
Kauff McClain & McGuire LLP March 1994 - November 1996
Paul Hastings September 1989 - March 1994
Skills
Employment Law, Traditional Labor Law, Employment Law..., Employment Contracts, Employment..., Labor Relations, Litigation, Civil Litigation, Commercial Litigation, Human Resources, Arbitration, Contract Negotiation, Trade Secrets, Alternative Dispute..., Dispute Resolution, Litigation Management, Mergers, Legal Compliance
Education
Columbia University School of Law 1986 — 1989
JD
Columbia University in the City of New York 1982 — 1986
BA, History
Pitney Bowes July 2013 - Present
Pitney Bowes July 2009 - June 2013
JPMorgan Chase June 2008 - July 2009
Bear Stearns January 2004 - June 2008
EPIX Holdings Corp. March 1999 - December 2003
New York Daily News November 1996 - March 1999
Kauff McClain & McGuire LLP March 1994 - November 1996
Paul Hastings September 1989 - March 1994
Skills
Employment Law, Traditional Labor Law, Employment Law..., Employment Contracts, Employment..., Labor Relations, Litigation, Civil Litigation, Commercial Litigation, Human Resources, Arbitration, Contract Negotiation, Trade Secrets, Alternative Dispute..., Dispute Resolution, Litigation Management, Mergers, Legal Compliance
Education
Columbia University School of Law 1986 — 1989
JD
Columbia University in the City of New York 1982 — 1986
BA, History
Frank Williams's Bear Stearns Experience April 1999 - June 2008
Job Senior Managing Director Acquisitions at Medical Properties Trust
Industry Investment Banking
Experience
Medical Properties Trust September 2011 - Present
Barclays Capital June 2008 - September 2011
Bear Stearns April 1999 - June 2008
PaineWebber Incorporated July 1997 - April 1999
Bear Stearns July 1993 - July 1995
Commerce Bank July 1992 - July 1993
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Capital Markets, Due Diligence, Mergers & Acquisitions, Venture Capital, Hedge Funds, Corporate Development, LBO, Equities, Asset Management, IPO, Leveraged Finance, Financial Structuring, Alternative Investments, Fixed Income, Business Valuation, Investments, M&A experience, Corporate Finance, Structured Finance, Acquisitions, Emerging Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Southern Methodist University 1989 — 1992
BS/BA, History & Political Science
Pembroke Hill
Pembroke Hill
Pembroke Hill
Pembroke Hill School
Medical Properties Trust September 2011 - Present
Barclays Capital June 2008 - September 2011
Bear Stearns April 1999 - June 2008
PaineWebber Incorporated July 1997 - April 1999
Bear Stearns July 1993 - July 1995
Commerce Bank July 1992 - July 1993
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Capital Markets, Due Diligence, Mergers & Acquisitions, Venture Capital, Hedge Funds, Corporate Development, LBO, Equities, Asset Management, IPO, Leveraged Finance, Financial Structuring, Alternative Investments, Fixed Income, Business Valuation, Investments, M&A experience, Corporate Finance, Structured Finance, Acquisitions, Emerging Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Southern Methodist University 1989 — 1992
BS/BA, History & Political Science
Pembroke Hill
Pembroke Hill
Pembroke Hill
Pembroke Hill School
Matt Petricone's Bear Stearns Experience March 2005 - February 2007
Job UBS Tech Sector Specialist
Industry Investment Banking
Experience
UBS June 2015 - Present
Cowen & Company March 2010 - May 2015
SYW Capital July 2008 - March 2010
KBW and Canadian Imperial Bank of Commerce March 2007 - June 2008
Bear Stearns March 2005 - February 2007
Skills
Equities, Valuation, Capital Markets, Investments
Education
College of the Holy Cross 2000 — 2004
Economics and Studio Art Majors
UBS June 2015 - Present
Cowen & Company March 2010 - May 2015
SYW Capital July 2008 - March 2010
KBW and Canadian Imperial Bank of Commerce March 2007 - June 2008
Bear Stearns March 2005 - February 2007
Skills
Equities, Valuation, Capital Markets, Investments
Education
College of the Holy Cross 2000 — 2004
Economics and Studio Art Majors
SaraBeth Gonzalez's Bear Stearns Experience October 2006 - September 2008
Job Senior HR Generalist
Industry Public Safety
Experience
Kratos Public Safety & Security Solutions, Inc. October 2014 - Present
Realogy February 2013 - October 2014
Realogy November 2008 - February 2013
Bear Stearns October 2006 - September 2008
The Bank of New York October 2005 - October 2006
Skills
Personnel Management, Human Resources, Applicant Tracking..., Talent Acquisition, Deferred Compensation, HRIS, Benefits Administration, Employee Benefits, Organizational..., Employee Training, College Recruiting, Workforce Planning, Employee Relations, Management, New Hire Orientations, Onboarding, Recruiting, Talent Management
Education
College of Saint Elizabeth 2003 — 2005
MS, Human Resources
Endicott College 1999 — 2003
BS, Sports Management
Kratos Public Safety & Security Solutions, Inc. October 2014 - Present
Realogy February 2013 - October 2014
Realogy November 2008 - February 2013
Bear Stearns October 2006 - September 2008
The Bank of New York October 2005 - October 2006
Skills
Personnel Management, Human Resources, Applicant Tracking..., Talent Acquisition, Deferred Compensation, HRIS, Benefits Administration, Employee Benefits, Organizational..., Employee Training, College Recruiting, Workforce Planning, Employee Relations, Management, New Hire Orientations, Onboarding, Recruiting, Talent Management
Education
College of Saint Elizabeth 2003 — 2005
MS, Human Resources
Endicott College 1999 — 2003
BS, Sports Management
Elliot Katz's Bear Stearns Experience 2006 - 2006
Job Associate Executive Compensation/Employee Benefits at Proskauer Rose LLP
Industry Financial Services
Experience
Proskauer Rose LLP July 2015 - Present
Ernst & Young August 2007 - July 2015
Ernst & Young June 2011 - June 2012
Bear Stearns 2006 - 2006
Skills
Transfer Pricing, Technical Writing, Legal Research, Tax Law, Excel, Due Diligence, Valuation, Economics, Benchmarking, 409A, Pensions, Management, Auditing, Microsoft Excel, Accounting, Employee Benefits, Financial Analysis
Education
Columbia University School of Law 2004 — 2007
JD
Touro College 2002 — 2004
BS, Accounting
Proskauer Rose LLP July 2015 - Present
Ernst & Young August 2007 - July 2015
Ernst & Young June 2011 - June 2012
Bear Stearns 2006 - 2006
Skills
Transfer Pricing, Technical Writing, Legal Research, Tax Law, Excel, Due Diligence, Valuation, Economics, Benchmarking, 409A, Pensions, Management, Auditing, Microsoft Excel, Accounting, Employee Benefits, Financial Analysis
Education
Columbia University School of Law 2004 — 2007
JD
Touro College 2002 — 2004
BS, Accounting
Jim Marrone's Bear Stearns Experience 1998 - 2008
Job Managing Director Head of Institutional Sales and Client Service
Industry Investment Management
Experience
Palisade Capital Management LLC November 2012 - Present
Archstone Partners August 2011 - November 2012
Capital Z Asset Management, LLC 2009 - 2010
Capital Z Partners July 2008 - 2009
Bear Stearns Asset Management September 1998 - June 2008
Bear Stearns 1998 - 2008
Education
College of the Holy Cross 1976 — 1980
BA, Economics
Palisade Capital Management LLC November 2012 - Present
Archstone Partners August 2011 - November 2012
Capital Z Asset Management, LLC 2009 - 2010
Capital Z Partners July 2008 - 2009
Bear Stearns Asset Management September 1998 - June 2008
Bear Stearns 1998 - 2008
Education
College of the Holy Cross 1976 — 1980
BA, Economics
Rob Karen's Bear Stearns Experience August 2000 - May 2008
Job Managing Director at Natixis Capital Markets Inc.
Industry Banking
Experience
Natixis Capital Markets Inc. October 2008 - Present
Bear Stearns August 2000 - May 2008
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Finance
University at Albany, SUNY 1980 — 1984
BS, Business Administration
Natixis Capital Markets Inc. October 2008 - Present
Bear Stearns August 2000 - May 2008
Education
Columbia University - Columbia Business School 1986 — 1987
MBA, Finance
University at Albany, SUNY 1980 — 1984
BS, Business Administration
Matt Brockwell's Bear Stearns Experience 1992 - 1993
Job Financial Services Partner at PricewaterhouseCoopers
Industry Financial Services
Experience
PricewaterhouseCoopers 1993 - Present
Bear Stearns 1992 - 1993
JPMorgan Chase 1990 - 1991
Arthur Andersen 1983 - 1990
Skills
Mutual Funds, Hedge Funds, Private Equity, US GAAP, Corporate Governance, Financial Services, Banking, M&A experience, Alternative Investments, Investment Management, Financial Instruments, Internal Controls, Sarbanes-Oxley, Valuation, Securitization, Auditing, External Audit, Endowment Funds, Fund Of Funds, Investment Advisers, Board Governance, Financial Regulation, Broker-Dealer, Investment Banking
Education
Columbia Business School 1990 — 1992
MBA, Finance & Capital Markets
University of Oklahoma 1979 — 1983
BBA, Accounting
PricewaterhouseCoopers 1993 - Present
Bear Stearns 1992 - 1993
JPMorgan Chase 1990 - 1991
Arthur Andersen 1983 - 1990
Skills
Mutual Funds, Hedge Funds, Private Equity, US GAAP, Corporate Governance, Financial Services, Banking, M&A experience, Alternative Investments, Investment Management, Financial Instruments, Internal Controls, Sarbanes-Oxley, Valuation, Securitization, Auditing, External Audit, Endowment Funds, Fund Of Funds, Investment Advisers, Board Governance, Financial Regulation, Broker-Dealer, Investment Banking
Education
Columbia Business School 1990 — 1992
MBA, Finance & Capital Markets
University of Oklahoma 1979 — 1983
BBA, Accounting
Mark Millender's Bear Stearns Experience 1996 - 2007
Job
Industry Financial Services
Experience
RBS March 2011 - June 2014
Film Chest Inc 2010 - 2011
Protean Properties & Development 2008 - 2010
Bear Stearns 1996 - 2007
Sullivan & Cromwell LLP 1994 - 1996
Price Waterhouse 1989 - 1991
Education
Columbia Law School 1991 — 1994
JD
University of Pennsylvania 1985 — 1989
BA
University of Pennsylvania - The Wharton School 1985 — 1989
BS
Newton South High School 1981 — 1985
High School
RBS March 2011 - June 2014
Film Chest Inc 2010 - 2011
Protean Properties & Development 2008 - 2010
Bear Stearns 1996 - 2007
Sullivan & Cromwell LLP 1994 - 1996
Price Waterhouse 1989 - 1991
Education
Columbia Law School 1991 — 1994
JD
University of Pennsylvania 1985 — 1989
BA
University of Pennsylvania - The Wharton School 1985 — 1989
BS
Newton South High School 1981 — 1985
High School
Mike Verbalis's Bear Stearns Experience November 2006 - September 2008
Job Driven MBS Analyst and Versatile Computer Engineer
Industry Investment Banking
Experience
Bloomberg LP April 2012 - Present
J.P. Morgan June 2010 - November 2011
J.P. Morgan October 2008 - June 2010
Bear Stearns November 2006 - September 2008
National Institutes of Health May 2002 - August 2004
Skills
Fixed Income, Strategy, MBS, Trading, Trading Systems, Valuation, Hedge Funds
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2006
Bachelors of Science
Columbia University in the City of New York
Bloomberg LP April 2012 - Present
J.P. Morgan June 2010 - November 2011
J.P. Morgan October 2008 - June 2010
Bear Stearns November 2006 - September 2008
National Institutes of Health May 2002 - August 2004
Skills
Fixed Income, Strategy, MBS, Trading, Trading Systems, Valuation, Hedge Funds
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 2002 — 2006
Bachelors of Science
Columbia University in the City of New York
David Glaser's Bear Stearns Experience February 1985 - June 2008
Job Chief Operating Officer of Global Corporate and Investment Bank at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch August 2010 - Present
Bank of America Merrill Lynch January 2009 - September 2010
Banc of America Securities June 2008 - December 2008
Bear Stearns February 1985 - June 2008
Education
Columbia College (NY)
AB
Lexington High School
Lexington High School
The University of Chicago Booth School of Business
MBA
University of Chicago Law School
JD
Bank of America Merrill Lynch August 2010 - Present
Bank of America Merrill Lynch January 2009 - September 2010
Banc of America Securities June 2008 - December 2008
Bear Stearns February 1985 - June 2008
Education
Columbia College (NY)
AB
Lexington High School
Lexington High School
The University of Chicago Booth School of Business
MBA
University of Chicago Law School
JD
George J Raab III's Bear Stearns Experience December 1990 - March 2008
Job Chief Financial and Administrative Officer at Guggenheim Securities
Industry Financial Services
Experience
Guggenheim Securities September 2009 - Present
NYC Department of Education October 2008 - September 2009
Bear Stearns December 1990 - March 2008
The NPD Group, Inc. February 1987 - December 1990
American Bakeries Company January 1983 - June 1987
Skills
Move Management, Operational Efficiency, Investment Banking, Change Management, Financial Analysis, Project Management
Education
Columbia University - Columbia Business School
Master’s Degree, Program for Executives
Saint John's University
BBA, Accounting
Guggenheim Securities September 2009 - Present
NYC Department of Education October 2008 - September 2009
Bear Stearns December 1990 - March 2008
The NPD Group, Inc. February 1987 - December 1990
American Bakeries Company January 1983 - June 1987
Skills
Move Management, Operational Efficiency, Investment Banking, Change Management, Financial Analysis, Project Management
Education
Columbia University - Columbia Business School
Master’s Degree, Program for Executives
Saint John's University
BBA, Accounting
Timothy John's Bear Stearns Experience November 2006 - May 2008
Job Creative Services & Project Manager Professional
Industry Law Practice
Experience
Methfessel & Werbel August 2010 - Present
St. John Professional Services September 1991 - Present
Moody's Investors Service June 2009 - May 2010
RSM McGladrey August 2008 - December 2008
RSM McGladrey July 2008 - December 2008
MetLife May 2008 - July 2008
Bear Stearns November 2006 - May 2008
Adecco Group 2006 - 2008
Adecco Group 2006 - 2008
UBS FINANCIAL September 2006 - October 2006
Skills
Newsletters, Advertising, Marketing, Visio, Graphic Design, Training, Adobe Creative Suite, Photoshop, Management, Dreamweaver, Project Management, Leadership, Microsoft Word, Microsoft Excel, PowerPoint
Education
Colorado Technical University 2004 — 2007
MS, IT Management
Virginia Polytechnic Institute and State University
B.A, Public Relations and Marketing
Methfessel & Werbel August 2010 - Present
St. John Professional Services September 1991 - Present
Moody's Investors Service June 2009 - May 2010
RSM McGladrey August 2008 - December 2008
RSM McGladrey July 2008 - December 2008
MetLife May 2008 - July 2008
Bear Stearns November 2006 - May 2008
Adecco Group 2006 - 2008
Adecco Group 2006 - 2008
UBS FINANCIAL September 2006 - October 2006
Skills
Newsletters, Advertising, Marketing, Visio, Graphic Design, Training, Adobe Creative Suite, Photoshop, Management, Dreamweaver, Project Management, Leadership, Microsoft Word, Microsoft Excel, PowerPoint
Education
Colorado Technical University 2004 — 2007
MS, IT Management
Virginia Polytechnic Institute and State University
B.A, Public Relations and Marketing
Jeffrey Zarenberg's Bear Stearns Experience 1989 - 1995
Job Consultant at Credit Suisse
Industry Banking
Experience
Credit Suisse August 2015 - Present
RBS 1995 - June 2015
Bear Stearns 1989 - 1995
AT&T Labs, Inc. 1985 - 1988
Skills
Derivatives, Trading Systems, Fixed Income, Capital Markets, Investment Banking, Swaps, Interest Rate..., Structured Products, Financial Risk, FX Options, Bonds, Trading, Middle Office, Rates, Equities
Education
Columbia Engineering 1985 — 1986
M.S., Computer Science
Columbia Engineering 1981 — 1985
B.S., Computer Science
Credit Suisse August 2015 - Present
RBS 1995 - June 2015
Bear Stearns 1989 - 1995
AT&T Labs, Inc. 1985 - 1988
Skills
Derivatives, Trading Systems, Fixed Income, Capital Markets, Investment Banking, Swaps, Interest Rate..., Structured Products, Financial Risk, FX Options, Bonds, Trading, Middle Office, Rates, Equities
Education
Columbia Engineering 1985 — 1986
M.S., Computer Science
Columbia Engineering 1981 — 1985
B.S., Computer Science
Alexander Sheers's Bear Stearns Experience 1994 - 2008
Job Deputy General Counsel, Guggenheim Securities, LLC
Industry Legal Services
Experience
Guggenheim Securities January 2015 - Present
Law Offices of Alexander Sheers 2013 - January 2015
Mitsubishi UFJ Securities (USA), Inc. 2009 - 2013
JPMorgan Chase 2008 - 2008
Bear Stearns 1994 - 2008
Shearman and Sterling 1985 - 1994
Spengler Carlson Gubar Brodsky & Frischling 1983 - 1985
Skills
Capital Markets, Investment Banking, Corporate Finance, Corporate Governance, Derivatives, Mergers, Private Equity, Compliance, Regulatory Affairs, Investments
Education
Columbia Law School 1980 — 1983
JD, Law
Princeton University 1977 — 1980
MA, Comparative Literature
University of Massachusetts, Amherst 1973 — 1977
BA, Comparative Literature
Phillips Exeter Academy 1970 — 1972
Guggenheim Securities January 2015 - Present
Law Offices of Alexander Sheers 2013 - January 2015
Mitsubishi UFJ Securities (USA), Inc. 2009 - 2013
JPMorgan Chase 2008 - 2008
Bear Stearns 1994 - 2008
Shearman and Sterling 1985 - 1994
Spengler Carlson Gubar Brodsky & Frischling 1983 - 1985
Skills
Capital Markets, Investment Banking, Corporate Finance, Corporate Governance, Derivatives, Mergers, Private Equity, Compliance, Regulatory Affairs, Investments
Education
Columbia Law School 1980 — 1983
JD, Law
Princeton University 1977 — 1980
MA, Comparative Literature
University of Massachusetts, Amherst 1973 — 1977
BA, Comparative Literature
Phillips Exeter Academy 1970 — 1972
H Russell Heiser Jr.'s Bear Stearns Experience August 2001 - June 2004
Job Portfolio Manager Blackbeard Capital
Industry Investment Management
Experience
UBS Investment Bank June 2004 - April 2009
Bear Stearns August 2001 - June 2004
ING Investment Banking June 2000 - August 2000
Skills
Capital Markets, Equities, Financial Modeling, Hedge Funds, Investment Banking, Private Equity, Valuation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
University of Richmond 1992 — 1996
BS, Accounting
UBS Investment Bank June 2004 - April 2009
Bear Stearns August 2001 - June 2004
ING Investment Banking June 2000 - August 2000
Skills
Capital Markets, Equities, Financial Modeling, Hedge Funds, Investment Banking, Private Equity, Valuation
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
University of Richmond 1992 — 1996
BS, Accounting
Deb Gaisford's Bear Stearns Experience 2003 - 2004
Job Independent Healthcare Consultant
Industry Hospital & Health Care
Experience
Gaisford Consulting April 2012 - Present
Northern Westchester Hospital August 2009 - September 2011
New York Presbyterian Hospital July 2006 - July 2009
Moodys Investor Services May 2004 - June 2006
Bear Stearns 2003 - 2004
Skills
Writing, Strategic Planning, Healthcare, Financial Analysis, Business Planning, Hospitals, Data Analysis, Project Management, Highly Analytical, Analysis, Clinical Research, Analytical Skills, Management, Strategy, EMR, Healthcare Industry, Program Management, Business Development, Leadership, Project Planning, Quality Improvement, Healthcare Information..., Healthcare Management
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance & Economics
Columbia University - School of International and Public Affairs 2000 — 2003
MIA, Economic Development
Dartmouth College 1993 — 1997
BA, Anthropology
Gaisford Consulting April 2012 - Present
Northern Westchester Hospital August 2009 - September 2011
New York Presbyterian Hospital July 2006 - July 2009
Moodys Investor Services May 2004 - June 2006
Bear Stearns 2003 - 2004
Skills
Writing, Strategic Planning, Healthcare, Financial Analysis, Business Planning, Hospitals, Data Analysis, Project Management, Highly Analytical, Analysis, Clinical Research, Analytical Skills, Management, Strategy, EMR, Healthcare Industry, Program Management, Business Development, Leadership, Project Planning, Quality Improvement, Healthcare Information..., Healthcare Management
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance & Economics
Columbia University - School of International and Public Affairs 2000 — 2003
MIA, Economic Development
Dartmouth College 1993 — 1997
BA, Anthropology
Keith Carpenter's Bear Stearns Experience 2001 - 2008
Job DirectorEquity Capital Markets at SunTrust Robinson Humphrey, Inc.
Industry Banking
Experience
SunTrust Robinson Humphrey, Inc. May 2010 - Present
The Williams Capital Group, L.P. September 2008 - May 2010
Bear Stearns 2001 - 2008
Education
Columbia University - Columbia Business School
SunTrust Robinson Humphrey, Inc. May 2010 - Present
The Williams Capital Group, L.P. September 2008 - May 2010
Bear Stearns 2001 - 2008
Education
Columbia University - Columbia Business School
Leslie Payton Jacobs's Bear Stearns Experience January 1992 - January 1996
Job Senior Counsel at EMTA, Inc.
Industry Financial Services
Experience
EMTA, Inc. Director and Senior CounselMerrill LynchJanuary 1997 - January 2001
Bear Stearns January 1992 - January 1996
Merrill Lynch January 1989 - January 1992
Shearman & Sterling LLP January 1985 - January 1989
Skills
Corporate Law, Securities Regulation, Capital Markets, Corporate Governance, Fixed Income, Securities, Hedge Funds, Licensing, Cross-border..., Joint Ventures, Private Equity, Structured Products, Risk Management
Education
Columbia Law School 1982 — 1985
J.D., Law
Wellesley College 1977 — 1981
B.A., Anthropology, Chinese
EMTA, Inc. Director and Senior CounselMerrill LynchJanuary 1997 - January 2001
Bear Stearns January 1992 - January 1996
Merrill Lynch January 1989 - January 1992
Shearman & Sterling LLP January 1985 - January 1989
Skills
Corporate Law, Securities Regulation, Capital Markets, Corporate Governance, Fixed Income, Securities, Hedge Funds, Licensing, Cross-border..., Joint Ventures, Private Equity, Structured Products, Risk Management
Education
Columbia Law School 1982 — 1985
J.D., Law
Wellesley College 1977 — 1981
B.A., Anthropology, Chinese
Timothy J. McCooey's Bear Stearns Experience 2001 - 2004
Job Managing Director at SenaHill Partners, LP
Industry Financial Services
Experience
SenaHill Partners, LP August 2014 - Present
Citi May 2013 - July 2014
Newedge December 2010 - May 2013
NYSE Euronext 2008 - January 2011
NYSE Euronext 2008 - 2010
Bear Stearns 2001 - 2004
First Albany 1998 - 2000
Skills
Electronic Trading, Trading Systems, Equities, Options, Hedge Funds, Trading, Derivatives, Fixed Income, Market Data, Securities, Financial Markets, Equity Trading, Capital Markets, Series 7, Alternative Investments, Equity Derivatives, FINRA, Proprietary Trading, ETFs, Series 63, Bloomberg
Education
College of the Holy Cross 1987 — 1991
B.S., Philosophy
College of the Holy Cross 1987 — 1991
SenaHill Partners, LP August 2014 - Present
Citi May 2013 - July 2014
Newedge December 2010 - May 2013
NYSE Euronext 2008 - January 2011
NYSE Euronext 2008 - 2010
Bear Stearns 2001 - 2004
First Albany 1998 - 2000
Skills
Electronic Trading, Trading Systems, Equities, Options, Hedge Funds, Trading, Derivatives, Fixed Income, Market Data, Securities, Financial Markets, Equity Trading, Capital Markets, Series 7, Alternative Investments, Equity Derivatives, FINRA, Proprietary Trading, ETFs, Series 63, Bloomberg
Education
College of the Holy Cross 1987 — 1991
B.S., Philosophy
College of the Holy Cross 1987 — 1991
Joseph Heyer's Bear Stearns Experience 2002 - 2008
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners May 2010 - Present
JPMorgan July 2008 - April 2010
Bear Stearns 2002 - 2008
Sanford C. Bernstein September 1996 - July 2000
Skills
Capital Markets, Hedge Funds, Due Diligence, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania 1991 — 1995
BA, Economics
Guggenheim Partners May 2010 - Present
JPMorgan July 2008 - April 2010
Bear Stearns 2002 - 2008
Sanford C. Bernstein September 1996 - July 2000
Skills
Capital Markets, Hedge Funds, Due Diligence, Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Pennsylvania 1991 — 1995
BA, Economics
Denise Nelley's Bear Stearns Experience 1997 - 2008
Job Administrative Assistant at Morgan Joseph TriArtisan LLC
Industry Banking
Experience
Morgan Joseph TriArtisan LLC February 2012 - Present
UBS Investment Bank October 2009 - January 2012
Bear Stearns 1997 - 2008
Education
College of Mount Saint Vincent 1992 — 1996
Associate, Psychology/Liberal Arts
Morgan Joseph TriArtisan LLC February 2012 - Present
UBS Investment Bank October 2009 - January 2012
Bear Stearns 1997 - 2008
Education
College of Mount Saint Vincent 1992 — 1996
Associate, Psychology/Liberal Arts
Douglas Logan's Bear Stearns Experience 1997 - 2007
Job Senior Sales at CreditSights
Industry Research
Experience
CreditSights May 2008 - Present
Bear Stearns Asset Management 2004 - 2007
Bear Stearns 1997 - 2007
PaineWebber 1990 - 1993
Skills
Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Equities, Financial Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (B.A.), Mathematics
Rye High School
Rye High School
Rye High School
CreditSights May 2008 - Present
Bear Stearns Asset Management 2004 - 2007
Bear Stearns 1997 - 2007
PaineWebber 1990 - 1993
Skills
Fixed Income, Capital Markets, Hedge Funds, Bloomberg, Equities, Financial Markets
Education
Columbia University - Columbia Business School 1995 — 1997
MBA, Finance
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (B.A.), Mathematics
Rye High School
Rye High School
Rye High School
Patrick Pan's Bear Stearns Experience December 1998 - February 2000
Job VP at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase September 2010 - Present
Goldman Sachs March 2000 - September 2010
Bear Stearns December 1998 - February 2000
Skills
Python, Perl, C, C++, SQL, Trading Systems, Software Development, Unix, Unix Shell Scripting, Bash, Distributed Systems, Linux, Design-Build, Automation, Process Automation, Compilation, GNU Make, SCons, CMake
Education
Columbia Engineering 1992 — 1998
BS
JP Morgan Chase September 2010 - Present
Goldman Sachs March 2000 - September 2010
Bear Stearns December 1998 - February 2000
Skills
Python, Perl, C, C++, SQL, Trading Systems, Software Development, Unix, Unix Shell Scripting, Bash, Distributed Systems, Linux, Design-Build, Automation, Process Automation, Compilation, GNU Make, SCons, CMake
Education
Columbia Engineering 1992 — 1998
BS
James (Jim) Ballan's Bear Stearns Experience October 2000 - June 2008
Job SVP, Investor Relations and Capital Markets at Franklin Square Capital Partners
Industry Financial Services
Experience
Franklin Square Capital Partners February 2015 - Present
PHH Corporation September 2011 - February 2015
Lazard Capital Markets September 2009 - September 2011
JPMorgan June 2008 - January 2009
Bear Stearns October 2000 - June 2008
CIBC Oppenheimer February 1999 - October 2000
Lehman Brothers 1996 - 1999
Citibank 1994 - 1996
New England Container/Tempel Steel July 1991 - April 1992
Wertheim Schroder August 1989 - June 1991
Skills
Equities, Investment Banking, Corporate Finance, Financial Analysis, Investments, Finance, Asset Management, Private Equity, ABS, Business Planning, Equity Research, Valuation, Capital Markets, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Northwestern University 1984 — 1988
BA, Economics
The Hotchkiss School 1981 — 1984
Franklin Square Capital Partners February 2015 - Present
PHH Corporation September 2011 - February 2015
Lazard Capital Markets September 2009 - September 2011
JPMorgan June 2008 - January 2009
Bear Stearns October 2000 - June 2008
CIBC Oppenheimer February 1999 - October 2000
Lehman Brothers 1996 - 1999
Citibank 1994 - 1996
New England Container/Tempel Steel July 1991 - April 1992
Wertheim Schroder August 1989 - June 1991
Skills
Equities, Investment Banking, Corporate Finance, Financial Analysis, Investments, Finance, Asset Management, Private Equity, ABS, Business Planning, Equity Research, Valuation, Capital Markets, Bloomberg, Investor Relations
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Northwestern University 1984 — 1988
BA, Economics
The Hotchkiss School 1981 — 1984
Richard Dawson, CFA's Bear Stearns Experience 2004 - 2008
Job at UBS Investment Bank
Industry Financial Services
Experience
UBS Securities April 2010 - Present
JP Morgan June 2008 - January 2009
Bear Stearns 2004 - 2008
Commerzbank 2003 - 2004
Goldman Sachs 2000 - 2003
Citigroup 1992 - 2000
NERA Economic Consulting 1988 - 1990
Skills
Structured Finance, Credit Analysis, Risk Management, Due Diligence, Business Transactions, Fund Derivatives, Fixed Income, Hedge Funds, Asset-based lending, Trading
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance and Accounting
Oberlin College 1984 — 1988
BA, Economics and Government
Saint Ann's 1980 — 1984
UBS Securities April 2010 - Present
JP Morgan June 2008 - January 2009
Bear Stearns 2004 - 2008
Commerzbank 2003 - 2004
Goldman Sachs 2000 - 2003
Citigroup 1992 - 2000
NERA Economic Consulting 1988 - 1990
Skills
Structured Finance, Credit Analysis, Risk Management, Due Diligence, Business Transactions, Fund Derivatives, Fixed Income, Hedge Funds, Asset-based lending, Trading
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance and Accounting
Oberlin College 1984 — 1988
BA, Economics and Government
Saint Ann's 1980 — 1984
Andrew Ewert's Bear Stearns Experience June 2000 - June 2003
Job Emerging Markets/International Equity Analyst
Industry Investment Management
Experience
Equinox Partners June 2009 - Present
Ruane, Cunniff & Goldfarb June 2007 - June 2009
MTS Health Partners June 2003 - June 2005
Bear Stearns June 2000 - June 2003
Skills
Investments, Asset Management, Equities, Emerging Markets, Financial Analysis, Corporate Finance, Mutual Funds, Due Diligence
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Investment Management Program
Emory University 1996 — 2000
BBA, Finance
Equinox Partners June 2009 - Present
Ruane, Cunniff & Goldfarb June 2007 - June 2009
MTS Health Partners June 2003 - June 2005
Bear Stearns June 2000 - June 2003
Skills
Investments, Asset Management, Equities, Emerging Markets, Financial Analysis, Corporate Finance, Mutual Funds, Due Diligence
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Investment Management Program
Emory University 1996 — 2000
BBA, Finance
Christine Frank's Bear Stearns Experience 1993 - 1998
Job Investment Banker in TMT
Industry Financial Services
Experience
Waller Capital 2012 - Present
Songdish 2012 - Present
C3 Metrics October 2009 - Present
Compass Advisers 2010 - 2012
CIT 2006 - 2009
BMO Capital Markets 2002 - 2005
Banc of America Securities 1998 - 2001
Bear Stearns 1993 - 1998
The Chase Manhattan Bank 1990 - 1993
Skills
M&A experience, Corporate Development, Private Equity, Leveraged Finance, Underwriting, Corporate Finance, Venture Capital, Strategy, Capital Markets, Investments, Mergers & Acquisitions, Finance, Start-ups, Investment Banking, Strategic Partnerships, Management, Entrepreneurship, Valuation, Financial Services, Restructuring, Investor Relations, Financial Modeling, Due Diligence, Executive Management, Emerging Markets, Financial Structuring
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Los Angeles
BA, Communications
Waller Capital 2012 - Present
Songdish 2012 - Present
C3 Metrics October 2009 - Present
Compass Advisers 2010 - 2012
CIT 2006 - 2009
BMO Capital Markets 2002 - 2005
Banc of America Securities 1998 - 2001
Bear Stearns 1993 - 1998
The Chase Manhattan Bank 1990 - 1993
Skills
M&A experience, Corporate Development, Private Equity, Leveraged Finance, Underwriting, Corporate Finance, Venture Capital, Strategy, Capital Markets, Investments, Mergers & Acquisitions, Finance, Start-ups, Investment Banking, Strategic Partnerships, Management, Entrepreneurship, Valuation, Financial Services, Restructuring, Investor Relations, Financial Modeling, Due Diligence, Executive Management, Emerging Markets, Financial Structuring
Education
Columbia University - Columbia Business School
MBA, Finance
University of California, Los Angeles
BA, Communications
Daniel Dynan, CFA, CAIA's Bear Stearns Experience July 2003 - September 2007
Job Consultant at Meketa Investment Group
Industry Investment Management
Experience
Meketa Investment Group March 2009 - Present
Merrill Lynch September 2007 - February 2009
Bear Stearns July 2003 - September 2007
Skills
Investments, Process Improvement, Asset Allocation, Chartered Financial..., Mutual Funds, Alternative Investments, Financial Services, Hedge Funds
Education
College of the Holy Cross 1999 — 2003
BA, Economics
Meketa Investment Group March 2009 - Present
Merrill Lynch September 2007 - February 2009
Bear Stearns July 2003 - September 2007
Skills
Investments, Process Improvement, Asset Allocation, Chartered Financial..., Mutual Funds, Alternative Investments, Financial Services, Hedge Funds
Education
College of the Holy Cross 1999 — 2003
BA, Economics
Nicole Fenzel's Bear Stearns Experience August 1998 - June 2002
Job Retail Researcher
Industry Real Estate
Experience
CBRE April 2015 - Present
CB Richard Ellis June 2010 - April 2015
Generation Rescue 2015 - 2015
Coldwell Banker / NRT LLC May 2009 - June 2010
EDS, an HP company April 2007 - January 2009
EDS, an HP company March 2005 - April 2007
EDS, an HP company May 2003 - March 2005
Village of Willowbrook July 2002 - March 2003
Bear Stearns August 1998 - June 2002
Steve Dahl show 1999 - 1999
Skills
Marketing, Recruiting, Human Resources, Access, Management, Time Management, Software Documentation, Customer Service, Leadership, Budgets, Employee Benefits, Retail, Office Management, Research, Finance, Training, Sales, Payroll, Real Estate, Real Estate Transactions, Real Estate Development
Education
Eastern Illinois University 1992 — 1994
B.A., Journalism
College of DuPage 1990 — 1992
Associate of Arts, Journalism/Communication
Downers Grove South High School 1986 — 1990
Diploma
CBRE April 2015 - Present
CB Richard Ellis June 2010 - April 2015
Generation Rescue 2015 - 2015
Coldwell Banker / NRT LLC May 2009 - June 2010
EDS, an HP company April 2007 - January 2009
EDS, an HP company March 2005 - April 2007
EDS, an HP company May 2003 - March 2005
Village of Willowbrook July 2002 - March 2003
Bear Stearns August 1998 - June 2002
Steve Dahl show 1999 - 1999
Skills
Marketing, Recruiting, Human Resources, Access, Management, Time Management, Software Documentation, Customer Service, Leadership, Budgets, Employee Benefits, Retail, Office Management, Research, Finance, Training, Sales, Payroll, Real Estate, Real Estate Transactions, Real Estate Development
Education
Eastern Illinois University 1992 — 1994
B.A., Journalism
College of DuPage 1990 — 1992
Associate of Arts, Journalism/Communication
Downers Grove South High School 1986 — 1990
Diploma
Victoria Vesely's Bear Stearns Experience May 1997 - April 1999
Job National Accounts Manager at eFinancialCareers.com
Industry Financial Services
Experience
eFinancialCareers March 2010 - Present
Miller Tabak Roberts Securities, LLC February 2009 - April 2010
The Response Companies 2001 - 2007
Sloan Staffing January 2001 - February 2002
Morgan Stanley Dean Witter April 1999 - January 2001
Bear Stearns May 1997 - April 1999
Skills
Executive Search, Recruiting, Talent Acquisition, Technical Recruiting
Education
College of Saint Elizabeth
Business Administration
eFinancialCareers March 2010 - Present
Miller Tabak Roberts Securities, LLC February 2009 - April 2010
The Response Companies 2001 - 2007
Sloan Staffing January 2001 - February 2002
Morgan Stanley Dean Witter April 1999 - January 2001
Bear Stearns May 1997 - April 1999
Skills
Executive Search, Recruiting, Talent Acquisition, Technical Recruiting
Education
College of Saint Elizabeth
Business Administration
Andrew Kligerman's Bear Stearns Experience May 2000 - April 2003
Job Life Insurance Equity Research and Investing
Industry Research
Experience
UBS Investment Bank April 2003 - July 2012
Bear Stearns May 2000 - April 2003
Schroders 1995 - 2000
Kidder Peabody 1994 - 1994
Skandia America Re 1988 - 1993
Skills
Emerging Markets
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance and Marketing
Tulane University 1981 — 1985
BS, Biology
UBS Investment Bank April 2003 - July 2012
Bear Stearns May 2000 - April 2003
Schroders 1995 - 2000
Kidder Peabody 1994 - 1994
Skandia America Re 1988 - 1993
Skills
Emerging Markets
Education
Columbia University - Columbia Business School 1986 — 1988
MBA, Finance and Marketing
Tulane University 1981 — 1985
BS, Biology
Jacqueline Knights, CFA's Bear Stearns Experience June 1998 - June 2008
Job Senior Financial Services Professional
Industry Financial Services
Experience
Williams Capital Group, L.P. February 2010 - Present
Jackson Securities August 2008 - January 2010
Bear Stearns June 1998 - June 2008
JP Morgan September 1991 - January 1997
JP Morgan - Morgan Guaranty Trust Company of New York June 1985 - August 1991
Skills
Corporate Finance, Investments, Investment Banking, Asset Managment, Management, Series 7, Capital Markets, Bonds, Financial Services, Mutual Funds, Structured Finance, Fixed Income, Finance, Public Finance, Securities, Valuation, Financial Modeling, Securitization, Leveraged Finance, Bloomberg, Financial Structuring, Equity Research
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BSE, Finance and Decision Sciences
Loomis Chaffee 1977 — 1981
Diploma, General
Williams Capital Group, L.P. February 2010 - Present
Jackson Securities August 2008 - January 2010
Bear Stearns June 1998 - June 2008
JP Morgan September 1991 - January 1997
JP Morgan - Morgan Guaranty Trust Company of New York June 1985 - August 1991
Skills
Corporate Finance, Investments, Investment Banking, Asset Managment, Management, Series 7, Capital Markets, Bonds, Financial Services, Mutual Funds, Structured Finance, Fixed Income, Finance, Public Finance, Securities, Valuation, Financial Modeling, Securitization, Leveraged Finance, Bloomberg, Financial Structuring, Equity Research
Education
Columbia University - Columbia Business School 1997 — 1998
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BSE, Finance and Decision Sciences
Loomis Chaffee 1977 — 1981
Diploma, General
Cheryl Neff's Bear Stearns Experience April 2002 - November 2007
Job Managing Director at US Bank
Industry Investment Banking
Experience
US Bank October 2010 - Present
Bear Stearns April 2002 - November 2007
Banc of America Securities July 1983 - December 2001
Education
Columbia University - Columbia Business School 1985 — 1986
MBA, Finance
University of Pennsylvania
BA, Economics
US Bank October 2010 - Present
Bear Stearns April 2002 - November 2007
Banc of America Securities July 1983 - December 2001
Education
Columbia University - Columbia Business School 1985 — 1986
MBA, Finance
University of Pennsylvania
BA, Economics
Robert Tung's Bear Stearns Experience July 1999 - January 2000
Job Corporate Development & Strategy at Bloomberg LP
Industry Investment Banking
Experience
Bloomberg LP December 2014 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse 2009 - July 2012
Credit Suisse October 2006 - December 2008
Citigroup July 2002 - October 2006
Morgan Stanley January 2000 - November 2001
Bear Stearns July 1999 - January 2000
AT&T June 1995 - July 1999
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Mergers, Strategy, Private Equity, Corporate Finance, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1995
MBA, Finance and MIS
Columbia Engineering 1988 — 1992
BS, Chemical Engineering
Bloomberg LP December 2014 - Present
Credit Suisse July 2012 - December 2014
Credit Suisse 2009 - July 2012
Credit Suisse October 2006 - December 2008
Citigroup July 2002 - October 2006
Morgan Stanley January 2000 - November 2001
Bear Stearns July 1999 - January 2000
AT&T June 1995 - July 1999
Skills
Valuation, Mergers & Acquisitions, Investment Banking, Mergers, Strategy, Private Equity, Corporate Finance, Capital Markets
Education
Rutgers, The State University of New Jersey-Newark 1993 — 1995
MBA, Finance and MIS
Columbia Engineering 1988 — 1992
BS, Chemical Engineering
Ken Shapiro's Bear Stearns Experience 1990 - 2008
Job Project Manager/Business Analyst at Depository Trust Clearing Corporation
Industry Financial Services
Experience
Depository Trust Clearing Corporation January 2015 - Present
JP Morgan Chase 2008 - September 2014
Bear Stearns 1990 - 2008
US International Reinsurance Company 1987 - 1990
Reserve Fund 1980 - 1983
Skills
Trading Systems, Electronic Trading, Prime Brokerage, Market Data, Equity Trading, Equities, Middle Office, Options, Derivatives, Investment Banking, Low Latency, Order Management, Functional..., Technical Analysis, Data Warehousing, Database Design, Data Analysis, SQL DB2, C, Regulatory Compliance, Back Office, Microsoft Office, Relational Databases, Agile & Waterfall..., Process Engineering, Core Java, JavaScript, JIRA, XML Schema, Trade Compliance, Risk Management, Market Access, OATS, iSeries development, Data Integration, Information Technology, Queue Management, System Deployment, Test Automation, Automated Software..., Change Control, Software Project..., Full SDLC, Debugging Code, SDLC, Trading
Education
New York University 2001 — 2003
MS, Computer Science
Columbia Engineering 1978 — 1981
BS, Computer Science
Depository Trust Clearing Corporation January 2015 - Present
JP Morgan Chase 2008 - September 2014
Bear Stearns 1990 - 2008
US International Reinsurance Company 1987 - 1990
Reserve Fund 1980 - 1983
Skills
Trading Systems, Electronic Trading, Prime Brokerage, Market Data, Equity Trading, Equities, Middle Office, Options, Derivatives, Investment Banking, Low Latency, Order Management, Functional..., Technical Analysis, Data Warehousing, Database Design, Data Analysis, SQL DB2, C, Regulatory Compliance, Back Office, Microsoft Office, Relational Databases, Agile & Waterfall..., Process Engineering, Core Java, JavaScript, JIRA, XML Schema, Trade Compliance, Risk Management, Market Access, OATS, iSeries development, Data Integration, Information Technology, Queue Management, System Deployment, Test Automation, Automated Software..., Change Control, Software Project..., Full SDLC, Debugging Code, SDLC, Trading
Education
New York University 2001 — 2003
MS, Computer Science
Columbia Engineering 1978 — 1981
BS, Computer Science
Angie Chatterjee's Bear Stearns Experience 2004 - 2005
Job Barclays Institutional Derivatives Sales
Industry Capital Markets
Experience
Barclays Investment Bank August 2011 - Present
Black River Asset Management 2005 - 2008
Bear Stearns 2004 - 2005
Wachovia Securities, LLC 2003 - 2004
Skills
Trading, Equity Derivatives, Equities
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Duke University 1999 — 2003
BS, Economics
Barclays Investment Bank August 2011 - Present
Black River Asset Management 2005 - 2008
Bear Stearns 2004 - 2005
Wachovia Securities, LLC 2003 - 2004
Skills
Trading, Equity Derivatives, Equities
Education
Columbia University - Columbia Business School 2009 — 2011
MBA
Duke University 1999 — 2003
BS, Economics
Hao Huang's Bear Stearns Experience 2001 - 2007
Job Director, Head of Business Solutions in Strategic Risk Program
Industry Banking
Experience
Credit Suisse September 2012 - Present
Credit Suisse June 2009 - August 2012
JPMorgan 2007 - 2009
Bear Stearns 2001 - 2007
Columbia University 1998 - 2000
Columbia University Medical Center 1997 - 1998
Research Foundation for Mental Hygiene, Inc. 1996 - 1997
Skills
Derivatives, Fixed Income, Credit Derivatives, Investment Banking, Risk Management, Interest Rate..., Emerging Markets, Trading Systems, Quantitative Analytics, Market Risk, Fixed Income Technology, Distributed Systems, Front Office Development, Front Office Trading..., Global Management, People Skills, MBS, IT Management, Risk Systems, Capital Markets, Foreign Exchange, Equities, Market Data, Product Control, Business Analysis, Financial Risk
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Master of Science (M.S.)
Columbia University in the City of New York
Master of Philosophy (M.Phil.)
Fudan University
Bachelor of Science (B.S.)
Xinhua
Credit Suisse September 2012 - Present
Credit Suisse June 2009 - August 2012
JPMorgan 2007 - 2009
Bear Stearns 2001 - 2007
Columbia University 1998 - 2000
Columbia University Medical Center 1997 - 1998
Research Foundation for Mental Hygiene, Inc. 1996 - 1997
Skills
Derivatives, Fixed Income, Credit Derivatives, Investment Banking, Risk Management, Interest Rate..., Emerging Markets, Trading Systems, Quantitative Analytics, Market Risk, Fixed Income Technology, Distributed Systems, Front Office Development, Front Office Trading..., Global Management, People Skills, MBS, IT Management, Risk Systems, Capital Markets, Foreign Exchange, Equities, Market Data, Product Control, Business Analysis, Financial Risk
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
Master of Science (M.S.)
Columbia University in the City of New York
Master of Philosophy (M.Phil.)
Fudan University
Bachelor of Science (B.S.)
Xinhua
Franklin Klein's Bear Stearns Experience 2001 - 2006
Job Director at Bank Of America
Industry Information Services
Experience
Bank Of America 2012 - Present
Bloomberg 2006 - 2012
Bloomberg 2006 - 2012
Bear Stearns 2001 - 2006
Modern Practice, Inc. 1999 - 2001
Object Solutions, Inc. 1996 - 1998
Office of the Future, Inc. 1995 - 1996
Skills
C++, Java, Python, SQL, Trading Systems, Derivatives
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1994 — 1998
MS, Computer Science
Massachusetts Institute of Technology
BS, Computer Science and Engineering
Bank Of America 2012 - Present
Bloomberg 2006 - 2012
Bloomberg 2006 - 2012
Bear Stearns 2001 - 2006
Modern Practice, Inc. 1999 - 2001
Object Solutions, Inc. 1996 - 1998
Office of the Future, Inc. 1995 - 1996
Skills
C++, Java, Python, SQL, Trading Systems, Derivatives
Education
Columbia University - Fu Foundation School of Engineering and Applied Science 1994 — 1998
MS, Computer Science
Massachusetts Institute of Technology
BS, Computer Science and Engineering
Iris Trotman's Bear Stearns Experience 2005 - 2008
Job Executive Director at JP Morgan
Industry Financial Services
Experience
TD Securities 2011 - Present
JP Morgan 2008 - 2011
Bear Stearns 2005 - 2008
Deutsche Bank 2000 - 2005
Morgan Stanley 2000 - 2000
American Express 1995 - 2000
Bankers Trust 1987 - 1995
IBM 1982 - 1985
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Financial Services, Derivatives, Hedge Funds, Leadership, Management, Securities, Business Analysis, Portfolio Management, SDLC
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Marketing and Finance
Yale University 1978 — 1982
BA, Political Science
TD Securities 2011 - Present
JP Morgan 2008 - 2011
Bear Stearns 2005 - 2008
Deutsche Bank 2000 - 2005
Morgan Stanley 2000 - 2000
American Express 1995 - 2000
Bankers Trust 1987 - 1995
IBM 1982 - 1985
Skills
Fixed Income, Equities, Investment Banking, Capital Markets, Financial Services, Derivatives, Hedge Funds, Leadership, Management, Securities, Business Analysis, Portfolio Management, SDLC
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Marketing and Finance
Yale University 1978 — 1982
BA, Political Science
James V. Healy's Bear Stearns Experience 2001 - 2008
Job Sourcing & Procurement Executive
Industry Banking
Experience
JPMorgan 2008 - Present
Bear Stearns 2001 - 2008
Deutsche Bank 1999 - 2001
Bankers Trust 1988 - 1999
CNR Partners 1986 - 1987
RCA 1981 - 1986
Education
Columbia University - Columbia Business School 1991 — 1992
MBA
Saint Joseph's University 1977 — 1981
BS
JPMorgan 2008 - Present
Bear Stearns 2001 - 2008
Deutsche Bank 1999 - 2001
Bankers Trust 1988 - 1999
CNR Partners 1986 - 1987
RCA 1981 - 1986
Education
Columbia University - Columbia Business School 1991 — 1992
MBA
Saint Joseph's University 1977 — 1981
BS
Francine Montagna's Bear Stearns Experience 1996 - 2005
Job Independent Consultant at Nexar Capital
Industry Investment Management
Experience
BMO Capital Markets January 2011 - Present
Nexar Capital November 2009 - May 2010
Babson Capital Management 2008 - 2009
Murray Capital Management 2005 - 2008
Bear Stearns 1996 - 2005
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Lehigh University 1987 — 1991
BS, Industrial Engineering
BMO Capital Markets January 2011 - Present
Nexar Capital November 2009 - May 2010
Babson Capital Management 2008 - 2009
Murray Capital Management 2005 - 2008
Bear Stearns 1996 - 2005
Education
Columbia University - Columbia Business School 1994 — 1996
MBA, Finance
Lehigh University 1987 — 1991
BS, Industrial Engineering
Vincent Kumaradjaja's Bear Stearns Experience April 1989 - June 1991
Job Head of Risk Management, Global Fixed Income & Liquidity at JP Morgan Asset Management
Industry Financial Services
Experience
JP Morgan Asset Management May 2010 - Present
Sandelman Partners November 2006 - January 2010
Nomura Securities September 1998 - June 2006
Jardine Flemings February 1997 - May 1998
Merrill Lynch May 1996 - February 1997
Nomura Holding America September 1995 - September 1996
Lehman Brothers June 1991 - September 1995
Bear Stearns April 1989 - June 1991
Education
Columbia Engineering 1987 — 1989
MS, Electrical Engineering
Columbia Engineering 1983 — 1987
BS, Electrical Engineering
JP Morgan Asset Management May 2010 - Present
Sandelman Partners November 2006 - January 2010
Nomura Securities September 1998 - June 2006
Jardine Flemings February 1997 - May 1998
Merrill Lynch May 1996 - February 1997
Nomura Holding America September 1995 - September 1996
Lehman Brothers June 1991 - September 1995
Bear Stearns April 1989 - June 1991
Education
Columbia Engineering 1987 — 1989
MS, Electrical Engineering
Columbia Engineering 1983 — 1987
BS, Electrical Engineering
Tony Rocchio's Bear Stearns Experience June 2004 - June 2008
Job Global Foreign Exchange Operations Executive at Bank of New York Mellon
Industry Banking
Experience
Bank of New York Mellon June 2010 - Present
Bank of New York Mellon June 2010 - Present
JPMorgan Chase June 2008 - September 2009
Bear Stearns June 2004 - June 2008
Exult May 2002 - June 2004
Prudential Financial May 1997 - June 2002
Chase Manhattan Corporation February 1981 - May 1997
Skills
Options, Derivatives, Capital Markets, Securities, Investment Banking, Treasury Services, Security Clearance, Commodities, FX, Trading, Foreign Exchange, FX Options, Fixed Income, Hedge Funds, Equities, Settlement, Commodity, Management, Risk Management
Education
Fairleigh Dickinson University 1980 — 1983
MBA, Finance
College of the Holy Cross 1976 — 1980
BS, Political Science
Bergen Catholic HS 1972 — 1976
College Prep
Bank of New York Mellon June 2010 - Present
Bank of New York Mellon June 2010 - Present
JPMorgan Chase June 2008 - September 2009
Bear Stearns June 2004 - June 2008
Exult May 2002 - June 2004
Prudential Financial May 1997 - June 2002
Chase Manhattan Corporation February 1981 - May 1997
Skills
Options, Derivatives, Capital Markets, Securities, Investment Banking, Treasury Services, Security Clearance, Commodities, FX, Trading, Foreign Exchange, FX Options, Fixed Income, Hedge Funds, Equities, Settlement, Commodity, Management, Risk Management
Education
Fairleigh Dickinson University 1980 — 1983
MBA, Finance
College of the Holy Cross 1976 — 1980
BS, Political Science
Bergen Catholic HS 1972 — 1976
College Prep
Ian McClay's Bear Stearns Experience February 2002 - May 2007
Job Bank Debt Operations at King Street Capital Management
Industry Banking
Experience
King Street Capital Management May 2009 - Present
Merrill Lynch May 2007 - May 2009
Bear Stearns February 2002 - May 2007
JPMorgan Chase May 1999 - February 2002
BNP Paribas May 1998 - May 1999
Education
Fairleigh Dickinson University 1996 — 1997
MBA, Finance
College of Charleston 1993 — 1996
BS, Business Admin
King Street Capital Management May 2009 - Present
Merrill Lynch May 2007 - May 2009
Bear Stearns February 2002 - May 2007
JPMorgan Chase May 1999 - February 2002
BNP Paribas May 1998 - May 1999
Education
Fairleigh Dickinson University 1996 — 1997
MBA, Finance
College of Charleston 1993 — 1996
BS, Business Admin
Anthony Iorfino's Bear Stearns Experience 1985 - 1998
Job Experienced financial analyst, with extensive fundamental and quantitative skills
Industry Investment Management
Experience
TPM Consulting January 2010 - Present
Muzinich & Company, Inc. 1999 - 2008
Bear Stearns 1985 - 1998
Skills
Valuation, Financial Analysis, Investments, Financial Modeling, Corporate Finance, Equities, High Yield Bonds, Portfolio Management, Industry Research, Capital Markets, Credit Risk Modeling, Financial Statement..., Covenant Analysis, Leveraged Loans, Investment Performance..., Economic Indicators, Financial Projections, Financial Risk..., Commodities Analysis, Stress Testing, Derivatives, Monte Carlo Simulation, Statistical Methods, Value At Risk, Visual Basic, Matlab Fluency, Credit Derivatives, Hedging Techniques, Excel Proficiency, Risk Management, Asset Management
Education
University of Connecticut 2010 — 2014
MS-FRM, Financial Risk Management
Columbia College (NY)
Bachelor's degree, Applied Mathematics
TPM Consulting January 2010 - Present
Muzinich & Company, Inc. 1999 - 2008
Bear Stearns 1985 - 1998
Skills
Valuation, Financial Analysis, Investments, Financial Modeling, Corporate Finance, Equities, High Yield Bonds, Portfolio Management, Industry Research, Capital Markets, Credit Risk Modeling, Financial Statement..., Covenant Analysis, Leveraged Loans, Investment Performance..., Economic Indicators, Financial Projections, Financial Risk..., Commodities Analysis, Stress Testing, Derivatives, Monte Carlo Simulation, Statistical Methods, Value At Risk, Visual Basic, Matlab Fluency, Credit Derivatives, Hedging Techniques, Excel Proficiency, Risk Management, Asset Management
Education
University of Connecticut 2010 — 2014
MS-FRM, Financial Risk Management
Columbia College (NY)
Bachelor's degree, Applied Mathematics
Beverly Reibert's Bear Stearns Experience March 1998 - October 2001
Job Marketing Database Administrator at Quad/Graphics
Industry Graphic Design
Experience
Party City August 2006 - Present
Quad/Graphics March 2007 - Present
Bear Stearns March 1998 - October 2001
AT&T 1992 - 1993
Skills
Mac, Database Management, Database Administration, E-commerce, Production, Photoshop, Problem Solving, Mentoring, Customer Relations, Customer Service, Adobe Acrobat, Excel, Microsoft Office, Web Design, Word, Retail, PowerPoint, InDesign, Access, Windows, Illustrator, Advertising, Visio, Mac OS X, QuarkXPress, HTML, Database Design, Email Marketing, Databases, Data Analysis, Direct Marketing, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Social Networking, Online Marketing, Facebook, Catalogs, Brochures, Social Media Marketing, Social Media, SEO, CSS, Layout, Pre-press
Education
College of Saint Elizabeth 2003 — 2005
Master of Science, Management, Organizational Change
Berkeley College-New York
Associate of Science (A.S.), Web/Multimedia Management and Webmaster
Party City August 2006 - Present
Quad/Graphics March 2007 - Present
Bear Stearns March 1998 - October 2001
AT&T 1992 - 1993
Skills
Mac, Database Management, Database Administration, E-commerce, Production, Photoshop, Problem Solving, Mentoring, Customer Relations, Customer Service, Adobe Acrobat, Excel, Microsoft Office, Web Design, Word, Retail, PowerPoint, InDesign, Access, Windows, Illustrator, Advertising, Visio, Mac OS X, QuarkXPress, HTML, Database Design, Email Marketing, Databases, Data Analysis, Direct Marketing, Microsoft Excel, Microsoft Word, Adobe Creative Suite, Social Networking, Online Marketing, Facebook, Catalogs, Brochures, Social Media Marketing, Social Media, SEO, CSS, Layout, Pre-press
Education
College of Saint Elizabeth 2003 — 2005
Master of Science, Management, Organizational Change
Berkeley College-New York
Associate of Science (A.S.), Web/Multimedia Management and Webmaster
Erik Lee's Bear Stearns Experience 1999 - 2008
Job Equity Derivative Trader
Industry Investment Management
Experience
J.P. Morgan 2012 - Present
Credit Suisse December 2009 - 2012
Vicis Capital LLC 2008 - 2009
Bear Stearns 1999 - 2008
Skills
Equity Derivatives, Hedge Funds, Derivatives, Equities, Proprietary Trading, Volatility, Options, Trading Systems, Equity Trading, Trading, ETFs, Fixed Income, Electronic Trading, Bloomberg, Series 7, Structured Products, Trading Strategies, Arbitrage, Prime Brokerage, Swaps
Education
Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
Yale University 1989 — 1993
Bachelor of Arts (B.A.), History
J.P. Morgan 2012 - Present
Credit Suisse December 2009 - 2012
Vicis Capital LLC 2008 - 2009
Bear Stearns 1999 - 2008
Skills
Equity Derivatives, Hedge Funds, Derivatives, Equities, Proprietary Trading, Volatility, Options, Trading Systems, Equity Trading, Trading, ETFs, Fixed Income, Electronic Trading, Bloomberg, Series 7, Structured Products, Trading Strategies, Arbitrage, Prime Brokerage, Swaps
Education
Columbia Business School 1997 — 1999
Master of Business Administration (MBA), Finance, General
Yale University 1989 — 1993
Bachelor of Arts (B.A.), History
Robert Del Pizzo's Bear Stearns Experience 1995 - 1998
Job Director, Corporate Bank, Corporate Credit and Private Equity Valuations at Credit Suisse
Industry Banking
Experience
Credit Suisse 1999 - Present
Credit Suisse 1999 - 2015
Bear Stearns 1995 - 1998
Skills
Investment Banking, Hedge Funds, Trading, Equities, Derivatives, Valuation, Fixed Income, Financial Modeling, Private Equity, Financial Markets, Capital Markets
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
New York University
Credit Suisse 1999 - Present
Credit Suisse 1999 - 2015
Bear Stearns 1995 - 1998
Skills
Investment Banking, Hedge Funds, Trading, Equities, Derivatives, Valuation, Fixed Income, Financial Modeling, Private Equity, Financial Markets, Capital Markets
Education
Columbia University - Columbia Business School 1993 — 1995
MBA
New York University
John Andrews's Bear Stearns Experience June 1998 - November 2007
Job Vice President Strategy and Business Development at Vertellus
Industry Chemicals
Experience
Vertellus January 2011 - Present
Jefferies & Company September 2009 - December 2010
The CIT Group 2008 - 2009
Bear Stearns June 1998 - November 2007
Skills
Corporate Finance, Financial Modeling, Mergers, Investment Banking, Alternative Investments
Education
Columbia University - Columbia Business School
MBA, Finance
United States Military Academy at West Point
B.S, Economics
Vertellus January 2011 - Present
Jefferies & Company September 2009 - December 2010
The CIT Group 2008 - 2009
Bear Stearns June 1998 - November 2007
Skills
Corporate Finance, Financial Modeling, Mergers, Investment Banking, Alternative Investments
Education
Columbia University - Columbia Business School
MBA, Finance
United States Military Academy at West Point
B.S, Economics
Naresh Biala's Bear Stearns Experience 1985 - 2001
Job Independent Banking Professional
Industry Financial Services
Experience
Societe Generale 2006 - 2010
Natixis February 2003 - May 2006
Bear Stearns 1985 - 2001
Skills
Financial Structuring, Fixed Income, Interest Rate..., Derivatives, Securitization
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Chemical Engineering
Societe Generale 2006 - 2010
Natixis February 2003 - May 2006
Bear Stearns 1985 - 2001
Skills
Financial Structuring, Fixed Income, Interest Rate..., Derivatives, Securitization
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Chemical Engineering
Alex Mandel's Bear Stearns Experience 1996 - 2008
Job Corporate Finance Professional
Industry Financial Services
Experience
LendingTree July 2012 - June 2015
LendingTree July 2010 - July 2012
Centerview Partners 2008 - 2010
Bear Stearns 1996 - 2008
Fidelity Investments September 1992 - June 1994
Skills
Valuation, Financial Modeling, Investment Banking
Education
Columbia University - Columbia Business School
MBA
Tufts University
BA
LendingTree July 2012 - June 2015
LendingTree July 2010 - July 2012
Centerview Partners 2008 - 2010
Bear Stearns 1996 - 2008
Fidelity Investments September 1992 - June 1994
Skills
Valuation, Financial Modeling, Investment Banking
Education
Columbia University - Columbia Business School
MBA
Tufts University
BA
Abraham Lee's Bear Stearns Experience July 1999 - April 2004
Job .
Industry Investment Management
Experience
JP Morgan June 2008 - May 2014
Bear Stearns International April 2004 - May 2008
Bear Stearns July 1999 - April 2004
Skills
Bloomberg, Proprietary Trading, Derivatives, Arbitrage, Special Situations, Risk Arbitrage, Equities, Hedge Funds, Capital Markets
Education
Columbia College (NY) 1995 — 1999
B.A., Economics
Columbia University in the City of New York 1995 — 1999
B.A., Economics
CBA
JP Morgan June 2008 - May 2014
Bear Stearns International April 2004 - May 2008
Bear Stearns July 1999 - April 2004
Skills
Bloomberg, Proprietary Trading, Derivatives, Arbitrage, Special Situations, Risk Arbitrage, Equities, Hedge Funds, Capital Markets
Education
Columbia College (NY) 1995 — 1999
B.A., Economics
Columbia University in the City of New York 1995 — 1999
B.A., Economics
CBA
Juan Pablo Robles's Bear Stearns Experience 2007 - 2008
Job EM Options Trading
Industry Financial Services
Experience
Barclays 2010 - Present
BNP Paribas 2008 - 2010
Bear Stearns 2007 - 2008
Education
Columbia University - Columbia Business School
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Financial Engineering
Purdue University
BS, Industrial Engineering
Barclays 2010 - Present
BNP Paribas 2008 - 2010
Bear Stearns 2007 - 2008
Education
Columbia University - Columbia Business School
MBA
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Financial Engineering
Purdue University
BS, Industrial Engineering
Markus Bannert's Bear Stearns Experience 2003 - 2008
Job MD Global Technology
Industry Banking
Experience
JPMorgan Chase October 2010 - Present
JPMorgan Chase May 2008 - October 2010
Bear Stearns 2003 - 2008
Allegheny Energy May 2001 - April 2003
Bear Stearns & Company August 1997 - May 2001
Skills
Fixed Income, Trading Systems, Derivatives, Capital Markets, Credit, Credit Derivatives, Structured Products, Risk Management, Options, Electronic Trading
Education
Columbia Engineering 1997 — 1998
MS, Computer Science
Columbia University in the City of New York 1992 — 1997
MA/MPhil, Mathematics
University of California, Santa Cruz 1990 — 1992
BA, Mathematics
JPMorgan Chase October 2010 - Present
JPMorgan Chase May 2008 - October 2010
Bear Stearns 2003 - 2008
Allegheny Energy May 2001 - April 2003
Bear Stearns & Company August 1997 - May 2001
Skills
Fixed Income, Trading Systems, Derivatives, Capital Markets, Credit, Credit Derivatives, Structured Products, Risk Management, Options, Electronic Trading
Education
Columbia Engineering 1997 — 1998
MS, Computer Science
Columbia University in the City of New York 1992 — 1997
MA/MPhil, Mathematics
University of California, Santa Cruz 1990 — 1992
BA, Mathematics
Joe Catsam's Bear Stearns Experience 2004 - 2008
Job Proprietary Trader at Rosenthal Collins Group
Industry Financial Services
Experience
Rosenthal Collins Group October 2008 - Present
Bear Stearns 2004 - 2008
Skills
Hedge Funds, Bloomberg, Trading, Fixed Income, Options, Derivatives, Equities, Capital Markets, Electronic Trading, Trading Systems, Investments, Portfolio Management
Education
Columbia College (NY) 1999 — 2003
Bachelor of Arts, Political Science
Rosenthal Collins Group October 2008 - Present
Bear Stearns 2004 - 2008
Skills
Hedge Funds, Bloomberg, Trading, Fixed Income, Options, Derivatives, Equities, Capital Markets, Electronic Trading, Trading Systems, Investments, Portfolio Management
Education
Columbia College (NY) 1999 — 2003
Bachelor of Arts, Political Science
Matt Sandoval's Bear Stearns Experience 1999 - 2001
Job Managing Director at Wood Creek Capital Management
Industry Investment Management
Experience
Wood Creek Capital Management 2006 - Present
Zolfo Cooper 2002 - 2006
Elm City Bioventures 2001 - 2002
Bear Stearns 1999 - 2001
Solomon Smith Barney 1998 - 1999
US Navy 1989 - 1994
Skills
Due Diligence, Valuation, Asset Management, Alternative Investments, Private Equity, Investments, Venture Capital, Mergers & Acquisitions, Derivatives, Corporate Finance, Capital Markets, Start-ups, Hedge Funds, Portfolio Management, Financial Modeling, Due diligence
Education
Columbia University - Columbia Business School 1996 — 1998
Columbia Law School
United States Naval Academy
Wood Creek Capital Management 2006 - Present
Zolfo Cooper 2002 - 2006
Elm City Bioventures 2001 - 2002
Bear Stearns 1999 - 2001
Solomon Smith Barney 1998 - 1999
US Navy 1989 - 1994
Skills
Due Diligence, Valuation, Asset Management, Alternative Investments, Private Equity, Investments, Venture Capital, Mergers & Acquisitions, Derivatives, Corporate Finance, Capital Markets, Start-ups, Hedge Funds, Portfolio Management, Financial Modeling, Due diligence
Education
Columbia University - Columbia Business School 1996 — 1998
Columbia Law School
United States Naval Academy
Caitlin Hodge's Bear Stearns Experience June 2007 - August 2007
Job Office of the CEO at HewlettPackard
Industry Information Technology and Services
Experience
Hewlett-Packard August 2014 - Present
Paradigm Talent Agency 2013 - 2013
Hewlett-Packard 2013 - 2013
National Ethnic Coalition of Organizations (NECO) October 2010 - June 2012
Wells Fargo Securities June 2008 - September 2010
Bear Stearns June 2007 - August 2007
Paradigm Talent Agency June 2006 - August 2006
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Columbia College (NY) 2004 — 2008
BA, Economics
Columbia University in the City of New York 2004 — 2008
BA, Economics
Universidad de Granada 2007 — 2007
Hewlett-Packard August 2014 - Present
Paradigm Talent Agency 2013 - 2013
Hewlett-Packard 2013 - 2013
National Ethnic Coalition of Organizations (NECO) October 2010 - June 2012
Wells Fargo Securities June 2008 - September 2010
Bear Stearns June 2007 - August 2007
Paradigm Talent Agency June 2006 - August 2006
Education
Tuck School of Business at Dartmouth 2012 — 2014
Master of Business Administration (MBA)
Columbia College (NY) 2004 — 2008
BA, Economics
Columbia University in the City of New York 2004 — 2008
BA, Economics
Universidad de Granada 2007 — 2007
Bhagyashree Suratran's Bear Stearns Experience October 2005 - May 2006
Job VP at Citigroup
Industry Financial Services
Experience
Citigroup June 2006 - Present
Bear Stearns October 2005 - May 2006
UBS Investment Bank February 2004 - May 2005
Charles Schwab November 2001 - January 2004
Avebury Logic July 2000 - October 2001
SunGard January 2000 - May 2000
Skills
Sybase, Trading Systems, Electronic Trading, Low Latency, Equities, JMS, SDLC, Spring, Investment Banking, TIBCO, Unix, Middle Office, Java, Multithreading
Education
New Jersey Institute of Technology 1999 — 2000
M.S., Computer Science
College of Engineering Pune 1993 — 1996
BE, Mech Engg
Citigroup June 2006 - Present
Bear Stearns October 2005 - May 2006
UBS Investment Bank February 2004 - May 2005
Charles Schwab November 2001 - January 2004
Avebury Logic July 2000 - October 2001
SunGard January 2000 - May 2000
Skills
Sybase, Trading Systems, Electronic Trading, Low Latency, Equities, JMS, SDLC, Spring, Investment Banking, TIBCO, Unix, Middle Office, Java, Multithreading
Education
New Jersey Institute of Technology 1999 — 2000
M.S., Computer Science
College of Engineering Pune 1993 — 1996
BE, Mech Engg
Frank Henson's Bear Stearns Experience 2005 - June 2008
Job CoFounder at Zero G Capital Management LLC
Industry Financial Services
Experience
Zero G Capital Management LLC February 2014 - Present
Wells Fargo Securities May 2010 - February 2014
Cohen & Company Financial Ltd September 2008 - May 2010
Bear Stearns 2005 - June 2008
Morgan Stanley 2001 - 2005
Morgan Stanley September 1995 - December 1998
Skills
Research, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Photoshop, Equities, Hedge Funds, Asset Management, Capital Markets, Fixed Income, Investment Banking, Valuation, Portfolio Management
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick
Bachelor's Degree
Zero G Capital Management LLC February 2014 - Present
Wells Fargo Securities May 2010 - February 2014
Cohen & Company Financial Ltd September 2008 - May 2010
Bear Stearns 2005 - June 2008
Morgan Stanley 2001 - 2005
Morgan Stanley September 1995 - December 1998
Skills
Research, Management, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Sales, Leadership, Training, Photoshop, Equities, Hedge Funds, Asset Management, Capital Markets, Fixed Income, Investment Banking, Valuation, Portfolio Management
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.)
Rutgers University-New Brunswick
Bachelor's Degree
Allen Yang's Bear Stearns Experience July 2007 - March 2009
Job Emerging Markets Specialist EBS
Industry Financial Services
Experience
EBS BrokerTec September 2011 - Present
JPMorgan Chase March 2009 - May 2010
Bear Stearns July 2007 - March 2009
Skills
Electronic Trading, Marketing, Foreign Exchange, Equities, Trading, Fixed Income, Investments, Bloomberg, Sales, Emerging Markets, Series 7, Capital Markets, Portfolio Management, Options, FX Options, Bonds, Fantasy Football
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
New York University 2003 — 2007
Bachelor of Science (BS), Sports Management
EBS BrokerTec September 2011 - Present
JPMorgan Chase March 2009 - May 2010
Bear Stearns July 2007 - March 2009
Skills
Electronic Trading, Marketing, Foreign Exchange, Equities, Trading, Fixed Income, Investments, Bloomberg, Sales, Emerging Markets, Series 7, Capital Markets, Portfolio Management, Options, FX Options, Bonds, Fantasy Football
Education
Columbia University - Columbia Business School 2014 — 2016
Master of Business Administration (MBA)
New York University 2003 — 2007
Bachelor of Science (BS), Sports Management
Sandra Dinkel's Bear Stearns Experience April 1997 - March 2001
Job Software Trainer at Training Connections
Industry Computer Software
Experience
Computer Training Source May 2012 - Present
Training Connection January 2006 - Present
Spikes Consulting, Inc. January 2003 - Present
Chicago Board Options Exchange May 2001 - December 2002
Bear Stearns April 1997 - March 2001
Lawson Software November 1994 - July 1996
Elek-Tek, Inc August 1990 - August 1993
Skills
PowerPoint, Microsoft Excel, Outlook, QuickBooks, Customer Service, Microsoft Office, Account Management, Public Speaking, Microsoft Word, Windows, Training, Program Management, Troubleshooting, Accounting
Education
College of DuPage 1988 — 1995
AAS, Mangement
Computer Training Source May 2012 - Present
Training Connection January 2006 - Present
Spikes Consulting, Inc. January 2003 - Present
Chicago Board Options Exchange May 2001 - December 2002
Bear Stearns April 1997 - March 2001
Lawson Software November 1994 - July 1996
Elek-Tek, Inc August 1990 - August 1993
Skills
PowerPoint, Microsoft Excel, Outlook, QuickBooks, Customer Service, Microsoft Office, Account Management, Public Speaking, Microsoft Word, Windows, Training, Program Management, Troubleshooting, Accounting
Education
College of DuPage 1988 — 1995
AAS, Mangement
Christopher Moffatt's Bear Stearns Experience 2007 - 2008
Job CEO at Corrib Biofuels Holdings
Industry Financial Services
Experience
Corrib Biofuels Holdings October 2013 - Present
Corrib Biofuels Holdings October 2012 - Present
Angelo, Gordon & Co. February 2012 - September 2012
Evolution Energies LLC 2009 - September 2012
Bear Stearns 2007 - 2008
Wachovia, A Wells Fargo Company 2004 - 2007
Merrill Lynch 2000 - 2003
KPMG 1996 - 1999
Skills
Investment Banking, Asset Management, Accounting
Education
Columbia Business School 1999 — 2001
MBA, Finance
University of Notre Dame 1991 — 1995
BBA, Accounting
Loyola School
High School
Corrib Biofuels Holdings October 2013 - Present
Corrib Biofuels Holdings October 2012 - Present
Angelo, Gordon & Co. February 2012 - September 2012
Evolution Energies LLC 2009 - September 2012
Bear Stearns 2007 - 2008
Wachovia, A Wells Fargo Company 2004 - 2007
Merrill Lynch 2000 - 2003
KPMG 1996 - 1999
Skills
Investment Banking, Asset Management, Accounting
Education
Columbia Business School 1999 — 2001
MBA, Finance
University of Notre Dame 1991 — 1995
BBA, Accounting
Loyola School
High School
Gil Sandler's Bear Stearns Experience May 1987 - April 1989
Job President/.Owner
Industry Financial Services
Experience
ABRIDGE-REALVEST SECURITIES CORP. December 1995 - Present
REALVEST CAPITAL CORP. April 1990 - Present
BEAR STEARNS May 1987 - April 1989
EHRLICH BOBER & CO January 1984 - May 1987
Skills
FINANCIAL & LEGAL...
Education
Columbia Law School 1963 — 1966
J.D.
RUTGERS COLLEGE 1959 — 1963
A.B., POLITICAL SCIENCE
ABRIDGE-REALVEST SECURITIES CORP. December 1995 - Present
REALVEST CAPITAL CORP. April 1990 - Present
BEAR STEARNS May 1987 - April 1989
EHRLICH BOBER & CO January 1984 - May 1987
Skills
FINANCIAL & LEGAL...
Education
Columbia Law School 1963 — 1966
J.D.
RUTGERS COLLEGE 1959 — 1963
A.B., POLITICAL SCIENCE
Ben Adams's Bear Stearns Experience 2002 - 2008
Job Managing Director, CoHead of Healthcare IBD Americas at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities 2013 - Present
BMO Capital Markets 2010 - 2012
Barclays Capital 2008 - 2009
Bear Stearns 2002 - 2008
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette 1994 - 2002
Skills
Valuation, Private Equity, Mergers, Mergers, Management, LBO, Investments, Investment Banking, Hedge Funds, Fixed Income, Financial Modeling, Healthcare, Capital Markets, Corporate Finance, Due Diligence, Equities, Venture Capital
Education
Columbia University - Columbia Business School
MBA, Finance
Tufts University
Bachelor of Arts (BA), Economics
Nomura Securities 2013 - Present
BMO Capital Markets 2010 - 2012
Barclays Capital 2008 - 2009
Bear Stearns 2002 - 2008
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette 1994 - 2002
Skills
Valuation, Private Equity, Mergers, Mergers, Management, LBO, Investments, Investment Banking, Hedge Funds, Fixed Income, Financial Modeling, Healthcare, Capital Markets, Corporate Finance, Due Diligence, Equities, Venture Capital
Education
Columbia University - Columbia Business School
MBA, Finance
Tufts University
Bachelor of Arts (BA), Economics
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS