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
Charlie Curnow Charlie Curnow's Bear Stearns Experience 1982 - 1983
Job CIO at Vaibhav Global LTD
Industry Information Technology and Services
Experience
Viabhav Global Limited September 2013 - Present
Academic Partnerships August 2011 - February 2013
A. H. Belo November 2008 - February 2011
Blockbuster May 2001 - October 2008
DELL 1994 - 2001
The Coca-Cola Company 1991 - 1994
Campbell Soup Company 1987 - 1991
General Electric Aerospace (now Lockheed Martin) 1984 - 1987
Computer Sciences Corporation 1982 - 1984
Bear Stearns 1982 - 1983
Skills
IT Management, IT Strategy, Process Improvement, Project Management, Business Intelligence, Leadership, Data Architecture, Data Warehousing, Management, Change Management, Strategy, Team Leadership, Program Management, Data Integration, Web Applications, Content Management, Cloud Computing, Business Process, CRM, Vendor Management, Management Consulting
Education
Columbia University in the City of New York 1977 — 1981
BA, Economics
Viabhav Global Limited September 2013 - Present
Academic Partnerships August 2011 - February 2013
A. H. Belo November 2008 - February 2011
Blockbuster May 2001 - October 2008
DELL 1994 - 2001
The Coca-Cola Company 1991 - 1994
Campbell Soup Company 1987 - 1991
General Electric Aerospace (now Lockheed Martin) 1984 - 1987
Computer Sciences Corporation 1982 - 1984
Bear Stearns 1982 - 1983
Skills
IT Management, IT Strategy, Process Improvement, Project Management, Business Intelligence, Leadership, Data Architecture, Data Warehousing, Management, Change Management, Strategy, Team Leadership, Program Management, Data Integration, Web Applications, Content Management, Cloud Computing, Business Process, CRM, Vendor Management, Management Consulting
Education
Columbia University in the City of New York 1977 — 1981
BA, Economics
Elisa Sheftic, MBA's Bear Stearns Experience April 1995 - January 2001
Job President & Managing Partner at Right Executive Search LLC
Industry Staffing and Recruiting
Experience
Right Executive Search LLC July 2010 - Present
The Patton Group LLC October 2008 - July 2010
R & L Solutions LLC February 2005 - November 2008
Quellos Group, LLC January 2001 - December 2001
Bear Stearns April 1995 - January 2001
Salomon Brothers June 1991 - April 1995
Skills
Executive Search, Recruiting, Talent Acquisition, Sourcing, Interviews, Management, Financial Services, Human Resources, Private Equity, Hedge Funds, Talent Management, Investment Banking, Management Consulting, Consulting, Strategic Partnerships, Organizational..., Capital Markets, Banking, Personnel Management, Employee Benefits, Alternative Investments, Professional Services, Career Development, Screening Resumes, Financial Markets, Venture Capital, Career Counseling, Employee Training, Accounting, Staff Development, HR Consulting, Candidate Generation, Strategic Sourcing, Talent Identification, Strategic Communications, Benefits Negotiation, Interview Preparation, Full-cycle Recruiting, Strategic HR, Tax Accounting, Candidate Development, Candidate Screening, Developing Client..., Candidate Selection, Training & Development, Recruitment/Retention, Sales Recruitment, HR Strategy, Interviewing, Talent Assessment
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Marketing
Cornell University
Post Graduate Advanced Certificate in Strategic Human Resources Management (In Progress), School of Industrial & Labor Relations
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Right Executive Search LLC July 2010 - Present
The Patton Group LLC October 2008 - July 2010
R & L Solutions LLC February 2005 - November 2008
Quellos Group, LLC January 2001 - December 2001
Bear Stearns April 1995 - January 2001
Salomon Brothers June 1991 - April 1995
Skills
Executive Search, Recruiting, Talent Acquisition, Sourcing, Interviews, Management, Financial Services, Human Resources, Private Equity, Hedge Funds, Talent Management, Investment Banking, Management Consulting, Consulting, Strategic Partnerships, Organizational..., Capital Markets, Banking, Personnel Management, Employee Benefits, Alternative Investments, Professional Services, Career Development, Screening Resumes, Financial Markets, Venture Capital, Career Counseling, Employee Training, Accounting, Staff Development, HR Consulting, Candidate Generation, Strategic Sourcing, Talent Identification, Strategic Communications, Benefits Negotiation, Interview Preparation, Full-cycle Recruiting, Strategic HR, Tax Accounting, Candidate Development, Candidate Screening, Developing Client..., Candidate Selection, Training & Development, Recruitment/Retention, Sales Recruitment, HR Strategy, Interviewing, Talent Assessment
Education
New York University - Leonard N. Stern School of Business
MBA, Finance/Marketing
Cornell University
Post Graduate Advanced Certificate in Strategic Human Resources Management (In Progress), School of Industrial & Labor Relations
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Arts (BA)
Steve Tulgan Steve Tulgan's Bear Stearns Experience 2004 - 2006
Job Real Estate Associate at Ferrara Jerum International
Industry Commercial Real Estate
Experience
Ferrara Jerum International, LLC July 2013 - Present
Equinox 2011 - June 2013
Torchlight Investors (formerly: ING Clarion Capital) 2008 - 2011
Zenta 2006 - 2007
Bear Stearns 2004 - 2006
Skills
Commercial Leasing, Retail Site Selection, Demographic Analysis, Valuation, Real Estate Transactions, Financial Modeling, Real Estate Economics, Negotiation, Data Analysis, Real Estate Finance, Deal Structuring, Data Modeling, Business Modeling, Microsoft Excel, Commercial Real Estate, Capital Markets, PowerPoint, Leasing, Presentation Preparation, Mortgage Underwriting, Public Speaking
Education
Cornell University
Bachelor of Arts (B.A.), Economics
Ferrara Jerum International, LLC July 2013 - Present
Equinox 2011 - June 2013
Torchlight Investors (formerly: ING Clarion Capital) 2008 - 2011
Zenta 2006 - 2007
Bear Stearns 2004 - 2006
Skills
Commercial Leasing, Retail Site Selection, Demographic Analysis, Valuation, Real Estate Transactions, Financial Modeling, Real Estate Economics, Negotiation, Data Analysis, Real Estate Finance, Deal Structuring, Data Modeling, Business Modeling, Microsoft Excel, Commercial Real Estate, Capital Markets, PowerPoint, Leasing, Presentation Preparation, Mortgage Underwriting, Public Speaking
Education
Cornell University
Bachelor of Arts (B.A.), Economics
John W. Elliott, CFA John W. Elliott, CFA's Bear Stearns Experience July 2005 - June 2008
Job Private Equity at Bright Harbor Advisors
Industry Financial Services
Experience
Bright Harbor Advisors July 2015 - Present
Bleakley, Schwartz, Cooney & Finney LLC August 2014 - July 2015
Bank of Tokyo-Mitsubishi UFJ November 2011 - November 2013
J.P. Morgan June 2008 - November 2011
Bear Stearns July 2005 - June 2008
Skills
Credit Derivatives, Interest Rate..., Capital Markets, Fixed Income, Derivatives, Swaps, Equities, Private Equity, Market Risk, Investment Banking, Hedge Funds, FX Options, Bloomberg, Options
Education
Penn State University 2003 — 2005
MBA, Finance
Columbia University in the City of New York 2001 — 2003
MS, Industrial Engineering
University of Virginia 1998 — 2001
BS, Electrical Engineering
Bright Harbor Advisors July 2015 - Present
Bleakley, Schwartz, Cooney & Finney LLC August 2014 - July 2015
Bank of Tokyo-Mitsubishi UFJ November 2011 - November 2013
J.P. Morgan June 2008 - November 2011
Bear Stearns July 2005 - June 2008
Skills
Credit Derivatives, Interest Rate..., Capital Markets, Fixed Income, Derivatives, Swaps, Equities, Private Equity, Market Risk, Investment Banking, Hedge Funds, FX Options, Bloomberg, Options
Education
Penn State University 2003 — 2005
MBA, Finance
Columbia University in the City of New York 2001 — 2003
MS, Industrial Engineering
University of Virginia 1998 — 2001
BS, Electrical Engineering
John P. McGlynn John P. McGlynn's Bear Stearns Experience April 2007 - December 2007
Job Senior Managing Director, Commercial Mortgage Securitization at The Bancorp Bank
Industry Real Estate
Experience
The Bancorp Bank June 2012 - Present
Stone Bridge Investment Group (formerly Allegiance Real Estate Partners) December 2007 - Present
Bear Stearns April 2007 - December 2007
Citigroup August 2003 - April 2007
Nomura May 1996 - April 1999
Skills
CMBS, Asset Managment, Commercial Real Estate, Finance, Loans, Real Estate Transactions, Loan Origination, Real Estate, Structured Finance, Private Equity, Commercial Mortgages, Securitization, Real Estate Economics, Real Estate Financing, Investments
Education
Cornell University 1984 — 1988
BS, Finance
The Bancorp Bank June 2012 - Present
Stone Bridge Investment Group (formerly Allegiance Real Estate Partners) December 2007 - Present
Bear Stearns April 2007 - December 2007
Citigroup August 2003 - April 2007
Nomura May 1996 - April 1999
Skills
CMBS, Asset Managment, Commercial Real Estate, Finance, Loans, Real Estate Transactions, Loan Origination, Real Estate, Structured Finance, Private Equity, Commercial Mortgages, Securitization, Real Estate Economics, Real Estate Financing, Investments
Education
Cornell University 1984 — 1988
BS, Finance
Kenneth Kunhardt Kenneth Kunhardt's Bear Stearns Experience May 2003 - June 2008
Job Director of Investor Relations at New Hampshire Community Loan Fund
Industry Nonprofit Organization Management
Experience
New Hampshire Community Loan Fund October 2014 - Present
Enterprise Bank of Florida 2008 - 2013
Bear Stearns May 2003 - June 2008
Skills
Investment Strategies, Investment Management, Community Banking, Institutional..., Fixed Income Strategies, Community Banks, Investor Relations, Community Development, Impact Investing, Non-profit Leadership, Alternative Investments, Asset Management, Portfolio Management, Derivatives, Capital Markets, Risk Management, Financial Analysis, Investment Banking
Education
Columbia University - Columbia Business School 1981 — 1983
Master of Business Administration (MBA)
Middlebury College 1973 — 1977
Bachelor's degree
New Hampshire Community Loan Fund October 2014 - Present
Enterprise Bank of Florida 2008 - 2013
Bear Stearns May 2003 - June 2008
Skills
Investment Strategies, Investment Management, Community Banking, Institutional..., Fixed Income Strategies, Community Banks, Investor Relations, Community Development, Impact Investing, Non-profit Leadership, Alternative Investments, Asset Management, Portfolio Management, Derivatives, Capital Markets, Risk Management, Financial Analysis, Investment Banking
Education
Columbia University - Columbia Business School 1981 — 1983
Master of Business Administration (MBA)
Middlebury College 1973 — 1977
Bachelor's degree
Bryan Bridges Bryan Bridges's Bear Stearns Experience July 2000 - February 2002
Job Digital and Social Media Strategist
Industry Public Relations and Communications
Experience
Burson-Marsteller July 2015 - Present
MerchantCantos (A Brunswick Group Company) May 2014 - June 2015
Addison April 2013 - April 2014
Kohlberg Kravis Roberts & Co. September 2010 - April 2013
Morgan Stanley November 2009 - September 2010
Independent Contractor September 2007 - November 2009
Davis Polk & Wardwell July 2005 - September 2007
Bear Stearns July 2000 - February 2002
American Express January 2000 - July 2000
Donaldson, Lufkin & Jenrette January 1997 - January 2000
Skills
Marketing Strategy, Marketing Communications, Digital Marketing, Information Architecture, User Experience, Social Media, Project Management, Product Management, Integrated Marketing, Content Strategy, Web Strategy, Web Project Management, SEO, Email Marketing, Management, Digital Strategy, Strategy, Social Media Marketing, Online Advertising, Corporate Communications, Social Networking
Education
Rutgers University-New Brunswick 2002 — 2005
MA, Comparative Literature
Columbia University in the City of New York 1993 — 1996
BA, Comparative Literature
Burson-Marsteller July 2015 - Present
MerchantCantos (A Brunswick Group Company) May 2014 - June 2015
Addison April 2013 - April 2014
Kohlberg Kravis Roberts & Co. September 2010 - April 2013
Morgan Stanley November 2009 - September 2010
Independent Contractor September 2007 - November 2009
Davis Polk & Wardwell July 2005 - September 2007
Bear Stearns July 2000 - February 2002
American Express January 2000 - July 2000
Donaldson, Lufkin & Jenrette January 1997 - January 2000
Skills
Marketing Strategy, Marketing Communications, Digital Marketing, Information Architecture, User Experience, Social Media, Project Management, Product Management, Integrated Marketing, Content Strategy, Web Strategy, Web Project Management, SEO, Email Marketing, Management, Digital Strategy, Strategy, Social Media Marketing, Online Advertising, Corporate Communications, Social Networking
Education
Rutgers University-New Brunswick 2002 — 2005
MA, Comparative Literature
Columbia University in the City of New York 1993 — 1996
BA, Comparative Literature
Shyam Madhavan Shyam Madhavan's Bear Stearns Experience November 2005 - June 2008
Job Head of Rates Market Risk, Nomura
Industry Financial Services
Experience
Nomura May 2014 - Present
Nomura April 2013 - May 2014
Empyrean Capital Partners, LP December 2011 - March 2013
US Congress - House Financial Services Committee February 2010 - August 2010
Bear Stearns November 2005 - June 2008
Morgan Stanley June 2004 - October 2005
Skills
Capital Markets, Fixed Income, Interest Rate..., Data Mining, VBA, Quantitative Analytics, Financial Modeling, Bonds, Economics, Market Risk, Hedge Funds, Risk Management, Financial Markets, Options, Derivatives, Financial Risk
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration, Decision Sciences
Columbia University in the City of New York
Bachelor of Arts, Economics
Nomura May 2014 - Present
Nomura April 2013 - May 2014
Empyrean Capital Partners, LP December 2011 - March 2013
US Congress - House Financial Services Committee February 2010 - August 2010
Bear Stearns November 2005 - June 2008
Morgan Stanley June 2004 - October 2005
Skills
Capital Markets, Fixed Income, Interest Rate..., Data Mining, VBA, Quantitative Analytics, Financial Modeling, Bonds, Economics, Market Risk, Hedge Funds, Risk Management, Financial Markets, Options, Derivatives, Financial Risk
Education
The George Washington University - School of Business 2009 — 2011
Master of Business Administration, Decision Sciences
Columbia University in the City of New York
Bachelor of Arts, Economics
Adrianne Nickerson Adrianne Nickerson's Bear Stearns Experience June 2007 - August 2007
Job Manager, North Shore Ventures at North ShoreLIJ Health System
Industry Venture Capital & Private Equity
Experience
North Shore Ventures January 2015 - Present
Deloitte June 2010 - October 2014
Blueprint Health LLC May 2014 - August 2014
Ibis Reproductive Health November 2009 - May 2011
Weill Cornell Medical College May 2008 - August 2009
Bear Stearns June 2007 - August 2007
Dr. Lawrence Bass MD January 2006 - May 2007
Grey Healthcare Group June 2006 - September 2006
Skills
Public Health, Strategy, Healthcare, Health Policy, Global Health, Qualitative Research, Business Development, Business Strategy, Project Management, Building Relationships, Operational Excellence, Start-ups, Venture Capital, Mergers & Acquisitions, Program Evaluation
Education
Harvard University School of Public Health 2009 — 2011
MS, Global Health
Columbia University in the City of New York 2004 — 2008
BA, Biology
North Shore Ventures January 2015 - Present
Deloitte June 2010 - October 2014
Blueprint Health LLC May 2014 - August 2014
Ibis Reproductive Health November 2009 - May 2011
Weill Cornell Medical College May 2008 - August 2009
Bear Stearns June 2007 - August 2007
Dr. Lawrence Bass MD January 2006 - May 2007
Grey Healthcare Group June 2006 - September 2006
Skills
Public Health, Strategy, Healthcare, Health Policy, Global Health, Qualitative Research, Business Development, Business Strategy, Project Management, Building Relationships, Operational Excellence, Start-ups, Venture Capital, Mergers & Acquisitions, Program Evaluation
Education
Harvard University School of Public Health 2009 — 2011
MS, Global Health
Columbia University in the City of New York 2004 — 2008
BA, Biology
Netta Samroengraja Netta Samroengraja's Bear Stearns Experience July 1996 - June 1998
Job
Industry Internet
Experience
ZocDoc February 2014 - Present
ZocDoc June 2008 - February 2014
Next Jump June 2005 - June 2008
Next Jump June 2003 - June 2005
General Electric June 2002 - August 2002
Boston Ventures July 1998 - May 2001
Bear Stearns July 1996 - June 1998
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Columbia University in the City of New York 1992 — 1996
Pelham
ZocDoc February 2014 - Present
ZocDoc June 2008 - February 2014
Next Jump June 2005 - June 2008
Next Jump June 2003 - June 2005
General Electric June 2002 - August 2002
Boston Ventures July 1998 - May 2001
Bear Stearns July 1996 - June 1998
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Finance
Columbia University in the City of New York 1992 — 1996
Pelham
Bennett Egeth Bennett Egeth's Bear Stearns Experience September 1983 - September 2008
Job President, Broadridge Investment Management, Reference Data, Risk Solutions
Industry Financial Services
Experience
Broadridge Investment Management, Reference Data and Risk Solutiions 2013 - Present
Broadridge July 2009 - 2013
Bear Stearns September 1983 - September 2008
Skills
Electronic Trading, Strategy, Trading, Process Improvement, Product Development, Prime Brokerage, FX Options, Equity Derivatives, Leadership, Financial Services, Investment Banking, Portfolio Management, Operational Risk..., Capital Markets, Management, Trading System, Risk Management, Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Options, Series 7, Financial Modeling, Private Equity, Derivatives, Equity Trading, FINRA, Direct Market Access, Bloomberg, Trading Strategies, Fund Administration, Investments, Securities, Bonds, Financial Markets, Equities, Business Analysis, Valuation, Trading Systems, Wealth Management, Mergers & Acquisitions, Due Diligence, Mutual Funds, Market Data, Series 63, Series 24
Education
Cornell University 1979 — 1983
Bachelor of Science (BS), Labor and Industrial Relations
Broadridge Investment Management, Reference Data and Risk Solutiions 2013 - Present
Broadridge July 2009 - 2013
Bear Stearns September 1983 - September 2008
Skills
Electronic Trading, Strategy, Trading, Process Improvement, Product Development, Prime Brokerage, FX Options, Equity Derivatives, Leadership, Financial Services, Investment Banking, Portfolio Management, Operational Risk..., Capital Markets, Management, Trading System, Risk Management, Hedge Funds, Alternative Investments, Fixed Income, Asset Management, Options, Series 7, Financial Modeling, Private Equity, Derivatives, Equity Trading, FINRA, Direct Market Access, Bloomberg, Trading Strategies, Fund Administration, Investments, Securities, Bonds, Financial Markets, Equities, Business Analysis, Valuation, Trading Systems, Wealth Management, Mergers & Acquisitions, Due Diligence, Mutual Funds, Market Data, Series 63, Series 24
Education
Cornell University 1979 — 1983
Bachelor of Science (BS), Labor and Industrial Relations
Igor Tsukerman Igor Tsukerman's Bear Stearns Experience June 1998 - July 2000
Job President & Chief Investment Officer at Passed Pawn Advisors LLC
Industry Financial Services
Experience
Passed Pawn Capital LP September 2012 - Present
Passed Pawn Advisors LLC September 2012 - Present
Bank of America February 2010 - June 2012
Bank of America / Merrill Lynch March 2005 - February 2010
JPMorgan Chase April 2002 - March 2005
Servmax June 2001 - April 2002
Kozmo.com August 2000 - April 2001
Bear Stearns June 1998 - July 2000
Bankers Trust June 1997 - June 1998
SIAC June 1996 - January 1997
Skills
Fixed Income, Options, Trading Systems, Trading, Portfolio Management, Bonds, Capital Markets, ETFs, Emerging Markets, Equity Derivatives, Financial Modeling, Alternative Investments, Hedge Funds, Investments, Investment Advisory, Mutual Funds, FinTech, Long/Short Equity, Interest Rate..., Credit Derivatives, VBA, Business Development, Project Management, FX Options, Bloomberg, Retirement Planning, Equities, Structured Products, Trading Strategies, Quantitative Analytics, Closed-end Funds, Electronic Trading, Risk Management, Microsoft Excel, Market Risk, Proprietary Trading, Convertible Bonds, C++, C#, Analytics, Entrepreneurship, Risk Arbitrage, Quantitative Finance, Financial Analysis, Technology Management, Technical Analysis, System Architecture, Database Design, Python, Web Development
Education
The Polytechnic Institute of New York University 2004 — 2006
MS
Cornell University 1992 — 1997
BA
Edward R. Murrow HS 1990 — 1992
Passed Pawn Capital LP September 2012 - Present
Passed Pawn Advisors LLC September 2012 - Present
Bank of America February 2010 - June 2012
Bank of America / Merrill Lynch March 2005 - February 2010
JPMorgan Chase April 2002 - March 2005
Servmax June 2001 - April 2002
Kozmo.com August 2000 - April 2001
Bear Stearns June 1998 - July 2000
Bankers Trust June 1997 - June 1998
SIAC June 1996 - January 1997
Skills
Fixed Income, Options, Trading Systems, Trading, Portfolio Management, Bonds, Capital Markets, ETFs, Emerging Markets, Equity Derivatives, Financial Modeling, Alternative Investments, Hedge Funds, Investments, Investment Advisory, Mutual Funds, FinTech, Long/Short Equity, Interest Rate..., Credit Derivatives, VBA, Business Development, Project Management, FX Options, Bloomberg, Retirement Planning, Equities, Structured Products, Trading Strategies, Quantitative Analytics, Closed-end Funds, Electronic Trading, Risk Management, Microsoft Excel, Market Risk, Proprietary Trading, Convertible Bonds, C++, C#, Analytics, Entrepreneurship, Risk Arbitrage, Quantitative Finance, Financial Analysis, Technology Management, Technical Analysis, System Architecture, Database Design, Python, Web Development
Education
The Polytechnic Institute of New York University 2004 — 2006
MS
Cornell University 1992 — 1997
BA
Edward R. Murrow HS 1990 — 1992
Katie Ng-Mak Katie Ng-Mak's Bear Stearns Experience 2004 - 2006
Job Sales Manager @ HubSpot
Industry Internet
Experience
HubSpot December 2012 - Present
HubSpot August 2011 - November 2012
HubSpot July 2009 - July 2011
Cummins, Inc 2007 - 2007
Bear Stearns 2004 - 2006
BlackRock 2002 - 2004
Skills
Strategic Planning, Business Development, Inbound Marketing, Financial Analysis, Web Strategy, Training, Cold Calling, Salesforce.com, Customer Service, Product Marketing, Customer Insight, Risk Management, Positioning, Direct Sales, Lead Generation, Sales Process, Sales Operations, Recruiting, Market Research, B2B Marketing, New Business Development, SaaS, Mergers & Acquisitions, CRM, Email Marketing, Sales, Demand Generation, Strategic Partnerships, Online Advertising, B2B, Analytics, SEM, Start-ups, Competitive Analysis, Account Management, Marketing Automation, Strategy, Online Marketing, Marketing, Social Media
Education
Harvard Business School 2006 — 2008
MBA, General Management
Columbia University in the City of New York 1998 — 2002
B.A., Economics-Operations Research
HubSpot December 2012 - Present
HubSpot August 2011 - November 2012
HubSpot July 2009 - July 2011
Cummins, Inc 2007 - 2007
Bear Stearns 2004 - 2006
BlackRock 2002 - 2004
Skills
Strategic Planning, Business Development, Inbound Marketing, Financial Analysis, Web Strategy, Training, Cold Calling, Salesforce.com, Customer Service, Product Marketing, Customer Insight, Risk Management, Positioning, Direct Sales, Lead Generation, Sales Process, Sales Operations, Recruiting, Market Research, B2B Marketing, New Business Development, SaaS, Mergers & Acquisitions, CRM, Email Marketing, Sales, Demand Generation, Strategic Partnerships, Online Advertising, B2B, Analytics, SEM, Start-ups, Competitive Analysis, Account Management, Marketing Automation, Strategy, Online Marketing, Marketing, Social Media
Education
Harvard Business School 2006 — 2008
MBA, General Management
Columbia University in the City of New York 1998 — 2002
B.A., Economics-Operations Research
Alissa Douglas Alissa Douglas's Bear Stearns Experience June 1996 - June 1998
Job Vice President Investment Director at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments July 2015 - Present
Vernal Point Advisors August 2013 - June 2015
CM Capital Advisors July 2003 - May 2012
San Francisco Belt Company June 2002 - December 2004
Arbor Partners June 1998 - August 2000
Bear Stearns June 1996 - June 1998
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Risk Management, Mentoring New Hires, Investment Strategies, Fixed Income Strategies, equity strategies, Entrepreneurship, Equities, Portfolio Management, Investments, Asset Managment, Derivatives, Fixed Income, Venture Capital, Private Equity, Trading, Due Diligence, Start-ups, Corporate Development, Emerging Markets, Economics, Valuation, Mergers & Acquisitions, Investment Banking, Investment Management, Investor Relations, Financial Modeling, Fund Of Funds, Equity Research, Strategy, Private Placements, Corporate Finance
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Columbia University in the City of New York 1992 — 1996
BS, Operations Research, Economics
Fidelity Investments July 2015 - Present
Vernal Point Advisors August 2013 - June 2015
CM Capital Advisors July 2003 - May 2012
San Francisco Belt Company June 2002 - December 2004
Arbor Partners June 1998 - August 2000
Bear Stearns June 1996 - June 1998
Skills
Hedge Funds, Alternative Investments, Asset Allocation, Risk Management, Mentoring New Hires, Investment Strategies, Fixed Income Strategies, equity strategies, Entrepreneurship, Equities, Portfolio Management, Investments, Asset Managment, Derivatives, Fixed Income, Venture Capital, Private Equity, Trading, Due Diligence, Start-ups, Corporate Development, Emerging Markets, Economics, Valuation, Mergers & Acquisitions, Investment Banking, Investment Management, Investor Relations, Financial Modeling, Fund Of Funds, Equity Research, Strategy, Private Placements, Corporate Finance
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Columbia University in the City of New York 1992 — 1996
BS, Operations Research, Economics
Peter Law, CFA Peter Law, CFA's Bear Stearns Experience May 2007 - August 2007
Job Analyst at Quentec Asset Management
Industry Investment Management
Experience
Quentec Asset Management June 2012 - Present
Sancus Capital Management LP April 2011 - June 2012
Admiral Capital June 2008 - December 2010
JCK Partners September 2006 - May 2008
Bear Stearns May 2007 - August 2007
Skills
Bloomberg, Photography, Shot put, Financial Modeling, Capital Structure, Equity Valuation, Hedge Funds, Industry Analysis
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics and Political Science
Churchill High School 2000 — 2004
Quentec Asset Management June 2012 - Present
Sancus Capital Management LP April 2011 - June 2012
Admiral Capital June 2008 - December 2010
JCK Partners September 2006 - May 2008
Bear Stearns May 2007 - August 2007
Skills
Bloomberg, Photography, Shot put, Financial Modeling, Capital Structure, Equity Valuation, Hedge Funds, Industry Analysis
Education
Columbia University in the City of New York 2004 — 2008
BA, Economics and Political Science
Churchill High School 2000 — 2004
Kirk Ruddy Kirk Ruddy's Bear Stearns Experience January 1996 - January 2000
Job Sales at SC Lowy Financial (HK) Services
Industry Financial Services
Experience
SC Lowy Financial (Hong Kong) Services February 2011 - Present
APS Capital April 2008 - August 2010
Tejas Securities May 2007 - February 2008
SMH Capital May 2006 - March 2007
Stone & Youngberg April 2001 - April 2006
Equavant / Ereorg January 2000 - January 2001
Bear Stearns January 1996 - January 2000
Skills
Bloomberg, Distressed Debt, Alternative Investments, Equities, Fixed Income, Hedge Funds, Trading
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Columbia University in the City of New York 1985 — 1989
BA, Economics
SC Lowy Financial (Hong Kong) Services February 2011 - Present
APS Capital April 2008 - August 2010
Tejas Securities May 2007 - February 2008
SMH Capital May 2006 - March 2007
Stone & Youngberg April 2001 - April 2006
Equavant / Ereorg January 2000 - January 2001
Bear Stearns January 1996 - January 2000
Skills
Bloomberg, Distressed Debt, Alternative Investments, Equities, Fixed Income, Hedge Funds, Trading
Education
Columbia University - Columbia Business School 1996 — 1997
MBA, Finance
Columbia University in the City of New York 1985 — 1989
BA, Economics
Osman Arain Osman Arain's Bear Stearns Experience 2005 - 2005
Job Senior Investment Advisor at PNC Wealth Management
Industry Investment Management
Experience
PNC Wealth Management November 2012 - Present
Beacon Trust Company December 2008 - November 2012
Clear Asset Management LLC July 2004 - December 2008
Bear Stearns 2005 - 2005
Susquehanna Investment Group 2003 - 2003
IBM Strategy & Change 1999 - 2002
Mainspring 1999 - 2002
Greenwich Associates 1997 - 1999
Skills
Equities, Financial Modeling, Hedge Funds, Asset Managment, Valuation, Portfolio Management, Alternative Investments, Strategy, Options, Asset Management, Investment Strategies, Equity Research, Financial Services, Investments, Fixed Income, Hedging, General Awesomeness, Awesomeness
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Dartmouth College 1993 — 1997
BA, Economics
Hinsdale Central 1989 — 1993
Diploma
PNC Wealth Management November 2012 - Present
Beacon Trust Company December 2008 - November 2012
Clear Asset Management LLC July 2004 - December 2008
Bear Stearns 2005 - 2005
Susquehanna Investment Group 2003 - 2003
IBM Strategy & Change 1999 - 2002
Mainspring 1999 - 2002
Greenwich Associates 1997 - 1999
Skills
Equities, Financial Modeling, Hedge Funds, Asset Managment, Valuation, Portfolio Management, Alternative Investments, Strategy, Options, Asset Management, Investment Strategies, Equity Research, Financial Services, Investments, Fixed Income, Hedging, General Awesomeness, Awesomeness
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
Dartmouth College 1993 — 1997
BA, Economics
Hinsdale Central 1989 — 1993
Diploma
Rebecca Rhynhart's Bear Stearns Experience 2005 - 2008
Job Budget Director at City of Philadelphia
Industry Government Administration
Experience
City of Philadelphia November 2010 - Present
City of Philadelphia July 2008 - November 2010
Bear Stearns 2005 - 2008
Fitch Ratings 2001 - 2005
Harcourt Brace 1997 - 1999
Skills
Investments, Banking, Bonds, Budgets, Management, Financial Analysis
Education
Columbia University - School of International and Public Affairs 1999 — 2001
M.P.A., Master of Public Administration
Middlebury College 1992 — 1996
BA
City of Philadelphia November 2010 - Present
City of Philadelphia July 2008 - November 2010
Bear Stearns 2005 - 2008
Fitch Ratings 2001 - 2005
Harcourt Brace 1997 - 1999
Skills
Investments, Banking, Bonds, Budgets, Management, Financial Analysis
Education
Columbia University - School of International and Public Affairs 1999 — 2001
M.P.A., Master of Public Administration
Middlebury College 1992 — 1996
BA
Bryan Staff's Bear Stearns Experience August 2003 - January 2006
Job Partner, Purshe Kaplan Sterling Investments
Industry Financial Services
Experience
Purshe Kaplan Sterling Investments February 2006 - Present
Bear Stearns August 2003 - January 2006
Josephthal & Co. Inc. April 1998 - May 2001
Brown Brothers Harriman June 1997 - April 1998
Skills
Investments, Equities, Investment Banking, Debt, Financial Advisory, Series 7, Securities, Asset Managment, Financial Analysis, Asset Allocation, Series 63, Mergers, Asset Management, Finance, Financial Services, Hedge Funds, Leveraged Finance, Mergers & Acquisitions, Private Equity
Education
University of Rochester - Simon Business School 2001 — 2003
MBA, Finance and Accounting
Cornell University 1993 — 1997
Bachelor of Science, Industrial and Labor Relations
Purshe Kaplan Sterling Investments February 2006 - Present
Bear Stearns August 2003 - January 2006
Josephthal & Co. Inc. April 1998 - May 2001
Brown Brothers Harriman June 1997 - April 1998
Skills
Investments, Equities, Investment Banking, Debt, Financial Advisory, Series 7, Securities, Asset Managment, Financial Analysis, Asset Allocation, Series 63, Mergers, Asset Management, Finance, Financial Services, Hedge Funds, Leveraged Finance, Mergers & Acquisitions, Private Equity
Education
University of Rochester - Simon Business School 2001 — 2003
MBA, Finance and Accounting
Cornell University 1993 — 1997
Bachelor of Science, Industrial and Labor Relations
Gagandeep Sandha Gagandeep Sandha's Bear Stearns Experience 2007 - 2009
Job Quantitative Portfolio Management & Counterparty Risk Analyst
Industry Banking
Experience
Barclays May 2013 - Present
Barclays November 2009 - May 2013
Bear Stearns 2007 - 2009
Skills
Quantitative Analytics, Fixed Income, Financial Modeling, Portfolio Management, Credit Risk, Financial Risk, R, Asset Allocation, Matlab, Derivatives, Quantitative Finance, Market Risk, Credit Derivatives, Bloomberg, Equities, Interest Rate..., Equity Derivatives, Trading Systems, Capital Markets, Hedge Funds, Options
Education
SYMMYS - NYU 2012 — 2012
Advanced Risk and Portfolio Management - SYMMYS
Columbia University in the City of New York
MS, Financial Engineering
Rutgers University-New Brunswick 2004 — 2006
MS
Punjab Engineering College 2000 — 2004
B.E., Electronics & Elec. Comm
Barclays May 2013 - Present
Barclays November 2009 - May 2013
Bear Stearns 2007 - 2009
Skills
Quantitative Analytics, Fixed Income, Financial Modeling, Portfolio Management, Credit Risk, Financial Risk, R, Asset Allocation, Matlab, Derivatives, Quantitative Finance, Market Risk, Credit Derivatives, Bloomberg, Equities, Interest Rate..., Equity Derivatives, Trading Systems, Capital Markets, Hedge Funds, Options
Education
SYMMYS - NYU 2012 — 2012
Advanced Risk and Portfolio Management - SYMMYS
Columbia University in the City of New York
MS, Financial Engineering
Rutgers University-New Brunswick 2004 — 2006
MS
Punjab Engineering College 2000 — 2004
B.E., Electronics & Elec. Comm
Adam Fitzer Adam Fitzer's Bear Stearns Experience July 2005 - June 2008
Job High Yield Credit Trader
Industry Financial Services
Experience
Barclays August 2011 - August 2015
Barclays June 2010 - August 2010
JPMorgan June 2008 - June 2009
Bear Stearns July 2005 - June 2008
Concordia Advisors August 2004 - May 2005
Skills
Trading, Derivatives, Credit Trading, Valuation, Fixed Income, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Market Risk
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Asset Management / Sales & Trading
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance / Management & Organizational Behavior
Copenhagen Business School 2004 — 2004
Barclays August 2011 - August 2015
Barclays June 2010 - August 2010
JPMorgan June 2008 - June 2009
Bear Stearns July 2005 - June 2008
Concordia Advisors August 2004 - May 2005
Skills
Trading, Derivatives, Credit Trading, Valuation, Fixed Income, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Market Risk
Education
University of Virginia - Darden Graduate School of Business Administration 2009 — 2011
MBA, Asset Management / Sales & Trading
New York University - Leonard N. Stern School of Business 2001 — 2005
BS, Finance / Management & Organizational Behavior
Copenhagen Business School 2004 — 2004
Shawn Takacs Shawn Takacs's Bear Stearns Experience 1983 - 1990
Job Owner, The Treasury
Industry Management Consulting
Experience
The Treasury Alpacas October 2002 - Present
Alpaca Owners & Breeders Association 2002 - 2009
Bear Stearns 1983 - 1990
Cornell University 1979 - 1983
Education
Cornell University 1979 — 1983
AB
The Treasury Alpacas October 2002 - Present
Alpaca Owners & Breeders Association 2002 - 2009
Bear Stearns 1983 - 1990
Cornell University 1979 - 1983
Education
Cornell University 1979 — 1983
AB
Matt Rubin Matt Rubin's Bear Stearns Experience 2007 - 2008
Job Sr. Manager Marketing Analytics (Latin America) at Burger King Corporation
Industry Consumer Goods
Experience
Burger King Corporation March 2015 - Present
The SWI Group July 2013 - March 2015
Huron Capital Partners May 2012 - August 2012
FBR August 2010 - July 2011
KeyBanc Capital Markets June 2008 - August 2010
Bear Stearns 2007 - 2008
Madison International Realty June 2006 - August 2006
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Bloomberg, Corporate Finance, LBO, Equities, Due Diligence, Fixed Income, Hedge Funds, Analytics, Venture Capital, Strategy, Financial Analysis, Mergers & Acquisitions, Competitive Analysis, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Strategy, Entrepreneurship & Finance
Columbia University in the City of New York 2003 — 2007
BA, Economics
University School 1990 — 2003
Burger King Corporation March 2015 - Present
The SWI Group July 2013 - March 2015
Huron Capital Partners May 2012 - August 2012
FBR August 2010 - July 2011
KeyBanc Capital Markets June 2008 - August 2010
Bear Stearns 2007 - 2008
Madison International Realty June 2006 - August 2006
Skills
Investment Banking, Valuation, Financial Modeling, Private Equity, Capital Markets, Bloomberg, Corporate Finance, LBO, Equities, Due Diligence, Fixed Income, Hedge Funds, Analytics, Venture Capital, Strategy, Financial Analysis, Mergers & Acquisitions, Competitive Analysis, Business Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2011 — 2013
MBA, Strategy, Entrepreneurship & Finance
Columbia University in the City of New York 2003 — 2007
BA, Economics
University School 1990 — 2003
Randall Trombley, CFA Randall Trombley, CFA's Bear Stearns Experience July 1999 - November 2007
Job Senior Bank Examiner at Federal Reserve Bank of New York
Industry Financial Services
Experience
Federal Reserve Bank of New York June 2010 - Present
Pine Grove Associates November 2009 - June 2010
The Bank of Tokyo-Mitsubishi UFJ, Ltd. June 2008 - July 2009
Bear Stearns July 1999 - November 2007
Lehman Brothers 1991 - 1998
Skills
Credit Derivatives, Risk Management, Loans, Equity Derivatives, ISDA, Finance, Syndications, Fixed Income, Credit Risk, Capital Markets, Hedge Funds, Derivatives, Credit Analysis, Structured Finance, Financial Structuring, Bonds, Equities, Investment Banking, Leveraged Finance, Portfolio Management, Credit, Financial Modeling, Due Diligence, ABS, Financial Risk, High Yield, Securitization, Securities, Structured Products, Valuation, Alternative Investments, Corporate Finance, Market Risk, Bloomberg, Financial Institutions, Financial Markets, Emerging Markets, Asset Management, Commercial Banking, Counterparty Risk, Liquidity Risk, Operational Risk, CDS, Basel II, Options, Trading, Investments, Investment Strategies, CDO, FX Options
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Federal Reserve Bank of New York June 2010 - Present
Pine Grove Associates November 2009 - June 2010
The Bank of Tokyo-Mitsubishi UFJ, Ltd. June 2008 - July 2009
Bear Stearns July 1999 - November 2007
Lehman Brothers 1991 - 1998
Skills
Credit Derivatives, Risk Management, Loans, Equity Derivatives, ISDA, Finance, Syndications, Fixed Income, Credit Risk, Capital Markets, Hedge Funds, Derivatives, Credit Analysis, Structured Finance, Financial Structuring, Bonds, Equities, Investment Banking, Leveraged Finance, Portfolio Management, Credit, Financial Modeling, Due Diligence, ABS, Financial Risk, High Yield, Securitization, Securities, Structured Products, Valuation, Alternative Investments, Corporate Finance, Market Risk, Bloomberg, Financial Institutions, Financial Markets, Emerging Markets, Asset Management, Commercial Banking, Counterparty Risk, Liquidity Risk, Operational Risk, CDS, Basel II, Options, Trading, Investments, Investment Strategies, CDO, FX Options
Education
Columbia University - Columbia Business School 2002 — 2004
MBA
Carol Bunevich Carol Bunevich's Bear Stearns Experience 1987 - 1988
Job Sales Director at Cambridge Business Solutions
Industry Management Consulting
Experience
FuseTasks May 2015 - Present
Cambridge Business Solutions February 2015 - Present
Britton Hill Capital June 2011 - Present
Fieldstone Private Capital Group Ltd August 2002 - March 2011
Cardinal Capital Management, L.L.C. August 2000 - July 2002
Schroders 1994 - 2000
Sculley Brothers White and Foss ( Merrion Group) 1993 - 1994
Dabney-Resnick 1992 - 1993
Smith Management 1988 - 1992
Bear Stearns 1987 - 1988
Skills
Start-up Consulting, Start-up Leadership, New Market Penetration, Fixed Income, Structured Finance, Trading, Capital Markets, Equities, Valuation, Structured Products, Investment Banking, Private Equity, Hedge Funds, Bloomberg, High Yield, Start-ups, Venture Capital, Business Strategy, Institutional Sales, Bonds, Corporate Finance, Credit, Strategy, Marketing Strategy, Start-up Ventures, Entrepreneurship, Financial Markets, Securities, Investment Advisory, Mergers, Competitive Positioning, Consultative Sales..., Calculated Risk Taking, Key Account Management, High Profile Client..., Employee Learning &..., Client Service..., Situational Sales..., Product and Company..., Event Planning, Event Management, Google Docs, Microsoft Office, LibreOffice, Multi Industry..., Change Management..., Large Account Management, Mac, PC and Linux..., Team Building, Ethics based leadership
Education
NYU Stern School of Business 1979 — 1981
MBA, Finance, Marketing
Connecticut College
Bachelor of Arts (B.A.), Political Science, Economics
FuseTasks May 2015 - Present
Cambridge Business Solutions February 2015 - Present
Britton Hill Capital June 2011 - Present
Fieldstone Private Capital Group Ltd August 2002 - March 2011
Cardinal Capital Management, L.L.C. August 2000 - July 2002
Schroders 1994 - 2000
Sculley Brothers White and Foss ( Merrion Group) 1993 - 1994
Dabney-Resnick 1992 - 1993
Smith Management 1988 - 1992
Bear Stearns 1987 - 1988
Skills
Start-up Consulting, Start-up Leadership, New Market Penetration, Fixed Income, Structured Finance, Trading, Capital Markets, Equities, Valuation, Structured Products, Investment Banking, Private Equity, Hedge Funds, Bloomberg, High Yield, Start-ups, Venture Capital, Business Strategy, Institutional Sales, Bonds, Corporate Finance, Credit, Strategy, Marketing Strategy, Start-up Ventures, Entrepreneurship, Financial Markets, Securities, Investment Advisory, Mergers, Competitive Positioning, Consultative Sales..., Calculated Risk Taking, Key Account Management, High Profile Client..., Employee Learning &..., Client Service..., Situational Sales..., Product and Company..., Event Planning, Event Management, Google Docs, Microsoft Office, LibreOffice, Multi Industry..., Change Management..., Large Account Management, Mac, PC and Linux..., Team Building, Ethics based leadership
Education
NYU Stern School of Business 1979 — 1981
MBA, Finance, Marketing
Connecticut College
Bachelor of Arts (B.A.), Political Science, Economics
Andrew Friedman's Bear Stearns Experience January 2000 - June 2008
Job Supervisory Analyst at Evercore ISI
Industry Financial Services
Experience
Evercore ISI August 2014 - Present
Cowen Securities (fka Dahlman Rose) / Cowen and Company April 2011 - April 2014
Bear Stearns January 2000 - June 2008
Prudential Financial February 1998 - January 2000
ING / Nomura (went to ING with Nomura team) April 1995 - July 1997
Vector Casa de Bolsa June 1993 - March 1995
Skills
Equity Research, Corporate Finance, Equities, Series 7, Securities, Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Financial Markets, Equity Valuation, Emerging Markets, Alternative Investments, Equity Trading, Start-ups, Valuation, Financial Modeling, Series 63, Investment Banking, Asset Management, FINRA, Series 24, Series 16, Series 87, PDO
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor of Arts, Economics -- Columbia College
London School of Economics and Political Science
Junior Year Abroad
Evercore ISI August 2014 - Present
Cowen Securities (fka Dahlman Rose) / Cowen and Company April 2011 - April 2014
Bear Stearns January 2000 - June 2008
Prudential Financial February 1998 - January 2000
ING / Nomura (went to ING with Nomura team) April 1995 - July 1997
Vector Casa de Bolsa June 1993 - March 1995
Skills
Equity Research, Corporate Finance, Equities, Series 7, Securities, Capital Markets, Bloomberg, Hedge Funds, Fixed Income, Financial Markets, Equity Valuation, Emerging Markets, Alternative Investments, Equity Trading, Start-ups, Valuation, Financial Modeling, Series 63, Investment Banking, Asset Management, FINRA, Series 24, Series 16, Series 87, PDO
Education
University of California, Berkeley - Walter A. Haas School of Business
Master of Business Administration (MBA), Finance
Columbia University in the City of New York
Bachelor of Arts, Economics -- Columbia College
London School of Economics and Political Science
Junior Year Abroad
Brian London Brian London's Bear Stearns Experience June 2001 - January 2002
Job Data Scientist at Oyster Inc.
Industry Higher Education
Experience
Oyster Inc. October 2014 - Present
Columbia University October 2012 - October 2014
Northwestern University March 2012 - September 2012
Self-employed while in graduate school 2004 - 2008
University of Virginia July 2002 - September 2004
Bear Stearns June 2001 - January 2002
Education
Northwestern University 2004 — 2012
Doctor of Philosophy (Ph.D.), Neuroscience
Columbia University in the City of New York 1998 — 2002
Bachelor of Science (BS), Electrical Engineering
Oyster Inc. October 2014 - Present
Columbia University October 2012 - October 2014
Northwestern University March 2012 - September 2012
Self-employed while in graduate school 2004 - 2008
University of Virginia July 2002 - September 2004
Bear Stearns June 2001 - January 2002
Education
Northwestern University 2004 — 2012
Doctor of Philosophy (Ph.D.), Neuroscience
Columbia University in the City of New York 1998 — 2002
Bachelor of Science (BS), Electrical Engineering
Paul Sinibaldi Paul Sinibaldi's Bear Stearns Experience 2006 - March 2010
Job Senior IT Executive
Industry Information Technology and Services
Experience
Millennium Partners July 2015 - Present
Hedge Fund October 2013 - July 2015
Credit Suisse March 2010 - October 2013
JP Morgan Chase & CO. 2008 - March 2010
Bear Stearns 2006 - March 2010
Goldman Sachs 1994 - 2006
Skills
VDI, Risk Management, Prime Brokerage, Infrastructure, Equities, Mergers, Product Management, Investment Banking, Virtualization, Vendor Management, Low Latency, Asset Managment, Enterprise Architecture, Financial Services, Capital Markets, IT Strategy, Trading Systems, Hedge Funds, Fixed Income, Electronic Trading, Derivatives, Credit Derivatives, Market Data, Sybase, Portfolio Management, Interest Rate..., Equity Derivatives, Disaster Recovery, SDLC, Data Center, Private Equity, Options, Service Delivery, Emerging Markets, FX Options, Business Continuity, Financial Markets, Trading, Business Analysis, Market Risk, Alternative Investments, Back Office, Structured Products, Middle Office, Equity Trading, Bloomberg, Swaps, Exchange Connectivity, ITIL, IT Management
Education
Columbia University in the City of New York
Masters of Science
Rutgers University-New Brunswick
BA & BS
Millennium Partners July 2015 - Present
Hedge Fund October 2013 - July 2015
Credit Suisse March 2010 - October 2013
JP Morgan Chase & CO. 2008 - March 2010
Bear Stearns 2006 - March 2010
Goldman Sachs 1994 - 2006
Skills
VDI, Risk Management, Prime Brokerage, Infrastructure, Equities, Mergers, Product Management, Investment Banking, Virtualization, Vendor Management, Low Latency, Asset Managment, Enterprise Architecture, Financial Services, Capital Markets, IT Strategy, Trading Systems, Hedge Funds, Fixed Income, Electronic Trading, Derivatives, Credit Derivatives, Market Data, Sybase, Portfolio Management, Interest Rate..., Equity Derivatives, Disaster Recovery, SDLC, Data Center, Private Equity, Options, Service Delivery, Emerging Markets, FX Options, Business Continuity, Financial Markets, Trading, Business Analysis, Market Risk, Alternative Investments, Back Office, Structured Products, Middle Office, Equity Trading, Bloomberg, Swaps, Exchange Connectivity, ITIL, IT Management
Education
Columbia University in the City of New York
Masters of Science
Rutgers University-New Brunswick
BA & BS
Chris Pesek Chris Pesek's Bear Stearns Experience 1988 - 1989
Job Outsourcing and Facilities Management Expert
Industry Real Estate
Experience
Jones Lang LaSalle November 2012 - Present
Jones Lang LaSalle March 2002 - Present
Jones Lang LaSalle August 2005 - August 2007
Jones Lang LaSalle March 2002 - August 2005
Bear Stearns 1988 - 1989
Skills
Strategy, Management, Process Improvement, Project Management, Operations Management, Program Management, Corporate Real Estate, Construction Management, Lease Administration, Leases, Disposition, Facilities Management, CRM, Project Planning, Property Management, Commercial Real Estate, Due Diligence, Contract Management, Location Intelligence, Real Estate, Strategic Planning, Competitive Analysis, Facilities Operations, Real Estate Development, Asset Management, Tenant Representation, Tenant, Lease Negotiations, Landlords, Contract Negotiation, Real Estate Economics, Portfolio Management, Brokerage, Shopping Centers, Business Development, Feasibility Studies, Acquisitions, Budgets, Negotiation, Leadership, Finance
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Management & Strategy, Real Estate
Columbia University in the City of New York
BA, English Literature
Holderness School 1979 — 1982
High School Diploma
University of Denver
Jones Lang LaSalle November 2012 - Present
Jones Lang LaSalle March 2002 - Present
Jones Lang LaSalle August 2005 - August 2007
Jones Lang LaSalle March 2002 - August 2005
Bear Stearns 1988 - 1989
Skills
Strategy, Management, Process Improvement, Project Management, Operations Management, Program Management, Corporate Real Estate, Construction Management, Lease Administration, Leases, Disposition, Facilities Management, CRM, Project Planning, Property Management, Commercial Real Estate, Due Diligence, Contract Management, Location Intelligence, Real Estate, Strategic Planning, Competitive Analysis, Facilities Operations, Real Estate Development, Asset Management, Tenant Representation, Tenant, Lease Negotiations, Landlords, Contract Negotiation, Real Estate Economics, Portfolio Management, Brokerage, Shopping Centers, Business Development, Feasibility Studies, Acquisitions, Budgets, Negotiation, Leadership, Finance
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Management & Strategy, Real Estate
Columbia University in the City of New York
BA, English Literature
Holderness School 1979 — 1982
High School Diploma
University of Denver
Lilian Zhou's Bear Stearns Experience 2005 - 2008
Job hedge fund
Industry Investment Management
Experience
Yulan Capital Management May 2013 - Present
Citadel LLC 2012 - 2013
Kelusa Capital 2009 - 2012
Bear Stearns 2005 - 2008
Credit Suisse 2004 - 2005
Morgan Stanley May 2003 - August 2003
Epic Partners September 2002 - May 2003
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Columbia University in the City of New York 2000 — 2004
B.A.
CFA
Shanghai Foreign Language School
Yulan Capital Management May 2013 - Present
Citadel LLC 2012 - 2013
Kelusa Capital 2009 - 2012
Bear Stearns 2005 - 2008
Credit Suisse 2004 - 2005
Morgan Stanley May 2003 - August 2003
Epic Partners September 2002 - May 2003
Education
University of Pennsylvania - The Wharton School 2008 — 2010
MBA
Columbia University in the City of New York 2000 — 2004
B.A.
CFA
Shanghai Foreign Language School
Kimberly Minarovich Kimberly Minarovich's Bear Stearns Experience 1997 - 1999
Job Vice President at Burns McClellan Inc.
Industry Financial Services
Experience
Burns McClellan Inc. January 2014 - Present
Christensen International June 2009 - December 2013
Clay Finlay October 2008 - August 2009
First Republic Investment Management 2006 - 2008
Bramwell Capital 2003 - 2006
Goldman Sachs 1999 - 2000
Bear Stearns 1997 - 1999
Bankers Trust Securities January 1994 - June 1997
Citigate Dewe Rogerson 1994 - 1997
Citigate Dewe Rogerson 1994 - 1997
Skills
Investment Management, Investments, Executive Management, Business Strategy, Management, Analysis, Equities, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Capital Markets, Credit, Valuation, Asset Management, Research, Start-ups, Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Lehigh University 1987 — 1991
ba, Finance
Polytechnic University
Burns McClellan Inc. January 2014 - Present
Christensen International June 2009 - December 2013
Clay Finlay October 2008 - August 2009
First Republic Investment Management 2006 - 2008
Bramwell Capital 2003 - 2006
Goldman Sachs 1999 - 2000
Bear Stearns 1997 - 1999
Bankers Trust Securities January 1994 - June 1997
Citigate Dewe Rogerson 1994 - 1997
Citigate Dewe Rogerson 1994 - 1997
Skills
Investment Management, Investments, Executive Management, Business Strategy, Management, Analysis, Equities, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Capital Markets, Credit, Valuation, Asset Management, Research, Start-ups, Finance
Education
Columbia University - Columbia Business School 2001 — 2003
MBA, Finance
Lehigh University 1987 — 1991
ba, Finance
Polytechnic University
Jeff Kauth Jeff Kauth's Bear Stearns Experience July 2007 - June 2008
Job Business Development and Operations at Tilting Point
Industry Computer Games
Experience
Tilting Point July 2013 - Present
The Wharton School August 2011 - July 2013
Samsung June 2012 - August 2012
cyc May 2012 - July 2012
Renaissance Technologies LLC October 2009 - July 2011
Abbott Capital Management August 2008 - October 2009
Bear Stearns July 2007 - June 2008
Morgan Stanley May 2006 - August 2006
Skills
Financial Modeling, Valuation, Private Equity, Investments, Financial Analysis, Investment Banking, Equities, Hedge Funds, Corporate Finance, Entrepreneurship, Start-ups, Business Development, Venture Capital, Emerging Markets, Mergers & Acquisitions, Digital Marketing, Mobile Applications
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Entrepreneurial Management
Cornell University 2003 — 2007
BS, Applied Economics and Management
Tilting Point July 2013 - Present
The Wharton School August 2011 - July 2013
Samsung June 2012 - August 2012
cyc May 2012 - July 2012
Renaissance Technologies LLC October 2009 - July 2011
Abbott Capital Management August 2008 - October 2009
Bear Stearns July 2007 - June 2008
Morgan Stanley May 2006 - August 2006
Skills
Financial Modeling, Valuation, Private Equity, Investments, Financial Analysis, Investment Banking, Equities, Hedge Funds, Corporate Finance, Entrepreneurship, Start-ups, Business Development, Venture Capital, Emerging Markets, Mergers & Acquisitions, Digital Marketing, Mobile Applications
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Entrepreneurial Management
Cornell University 2003 — 2007
BS, Applied Economics and Management
Carmen Bedoya Carmen Bedoya's Bear Stearns Experience August 2002 - October 2008
Job CEO The Emerging Markets Network LLC
Industry Research
Experience
The Emerging Markets Network LLC January 2011 - Present
Kikllu NGO 2008 - Present
CILA April 2010 - September 2010
SN Power Peru March 2009 - April 2010
Bear Stearns August 2002 - October 2008
Womens World Banking 2008 - 2008
Women Advancing Microfinance (WAM) International, NYC Chapter 2007 - 2008
Goldman Sachs May 2000 - August 2002
Revista SI July 1997 - August 1998
Indecopi July 1996 - December 1997
Skills
Emerging Markets, Economics, Policy Analysis, Capital Markets, Investments, Equities, Latin America, Community Development, Corporate Social..., Valuation, Investment Banking, Financial Analysis, Private Equity, Acquisitions, Data Analysis, Business Modeling, Analytics, Managerial Finance, Corporate Governance, Consulting, Hedge Funds, Strategic Partnerships, Credit Risk, Business Strategy, Acquisition Integration, Yoga
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Masters in Economic and Political Development
Pontificia Universidad Católica del Perú 1991 — 1996
Law
Colegio San Silvestre 1978 — 1990
High School
The Emerging Markets Network LLC January 2011 - Present
Kikllu NGO 2008 - Present
CILA April 2010 - September 2010
SN Power Peru March 2009 - April 2010
Bear Stearns August 2002 - October 2008
Womens World Banking 2008 - 2008
Women Advancing Microfinance (WAM) International, NYC Chapter 2007 - 2008
Goldman Sachs May 2000 - August 2002
Revista SI July 1997 - August 1998
Indecopi July 1996 - December 1997
Skills
Emerging Markets, Economics, Policy Analysis, Capital Markets, Investments, Equities, Latin America, Community Development, Corporate Social..., Valuation, Investment Banking, Financial Analysis, Private Equity, Acquisitions, Data Analysis, Business Modeling, Analytics, Managerial Finance, Corporate Governance, Consulting, Hedge Funds, Strategic Partnerships, Credit Risk, Business Strategy, Acquisition Integration, Yoga
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Masters in Economic and Political Development
Pontificia Universidad Católica del Perú 1991 — 1996
Law
Colegio San Silvestre 1978 — 1990
High School
David Conrad David Conrad's Bear Stearns Experience June 1998 - May 1999
Job Vice President, Business Banking
Industry Banking
Experience
PNC October 2014 - Present
Citizens Bank 2009 - 2014
Wachovia Bank 2007 - 2008
Wachovia Bank 2005 - 2007
Wachovia Bank October 2003 - June 2005
Wachovia Securities June 2002 - September 2003
Prudential Securities June 1999 - May 2002
Bear Stearns June 1998 - May 1999
Skills
Coaching, Business Credit, Retail Credit Trained, Team Building, Sales Management, Production Management, Product Management, Marketing Strategy, Product Marketing, Commercial Banking, Retail Banking, Banking Relationships, Banking, Professional Networking, Relationship Development, Salesforce.com, Sales Process, Training & Development, Staff Training, Small Business Lending, Cross Selling, Risk Management, Portfolio Management, Refinance, Investments, Wealth Management, Training, Building Relationships, Recruiting, Cold Calling, Commercial Mortgages, Asset Based Lending, Talent Acquisition, SBA, Credit Risk, Financial Services, Relationship Management, Mortgage Lending, Consumer Lending, Loans, Loan Origination, Credit Analysis, Lines Of Credit, Sales, Credit, Commercial Lending, Finance, Residential Mortgages, Customer Service, Leadership
Education
Penn State University 1995 — 1999
BA, Economics
Columbia University in the City of New York 1997 — 1998
Visiting Student, Economics
PNC October 2014 - Present
Citizens Bank 2009 - 2014
Wachovia Bank 2007 - 2008
Wachovia Bank 2005 - 2007
Wachovia Bank October 2003 - June 2005
Wachovia Securities June 2002 - September 2003
Prudential Securities June 1999 - May 2002
Bear Stearns June 1998 - May 1999
Skills
Coaching, Business Credit, Retail Credit Trained, Team Building, Sales Management, Production Management, Product Management, Marketing Strategy, Product Marketing, Commercial Banking, Retail Banking, Banking Relationships, Banking, Professional Networking, Relationship Development, Salesforce.com, Sales Process, Training & Development, Staff Training, Small Business Lending, Cross Selling, Risk Management, Portfolio Management, Refinance, Investments, Wealth Management, Training, Building Relationships, Recruiting, Cold Calling, Commercial Mortgages, Asset Based Lending, Talent Acquisition, SBA, Credit Risk, Financial Services, Relationship Management, Mortgage Lending, Consumer Lending, Loans, Loan Origination, Credit Analysis, Lines Of Credit, Sales, Credit, Commercial Lending, Finance, Residential Mortgages, Customer Service, Leadership
Education
Penn State University 1995 — 1999
BA, Economics
Columbia University in the City of New York 1997 — 1998
Visiting Student, Economics
Thea Geller, CIMA® Thea Geller, CIMA®'s Bear Stearns Experience 1985 - 1991
Job Financial Products Marketing Professional
Industry Financial Services
Experience
Morgan Stanley 2007 - 2009
Wedbush Morgan 1993 - 2006
Bear Stearns 1985 - 1991
Education
Santa Monica College 2010 — 2011
Certificate, HIT Project Management
Columbia University in the City of New York
BA, English
Morgan Stanley 2007 - 2009
Wedbush Morgan 1993 - 2006
Bear Stearns 1985 - 1991
Education
Santa Monica College 2010 — 2011
Certificate, HIT Project Management
Columbia University in the City of New York
BA, English
Jeff Romer Jeff Romer's Bear Stearns Experience 2001 - 2008
Job Associate Director at J.P. Morgan
Industry Banking
Experience
Oppenheimer of North America 2009 - December 2011
Bear Stearns 2001 - 2008
Bank One 1993 - 2001
Barclays Capital 1987 - 1993
Education
Columbia University in the City of New York
BSC
Lewis and Clark College
Oppenheimer of North America 2009 - December 2011
Bear Stearns 2001 - 2008
Bank One 1993 - 2001
Barclays Capital 1987 - 1993
Education
Columbia University in the City of New York
BSC
Lewis and Clark College
Mary Kay Duffy Mary Kay Duffy's Bear Stearns Experience 1998 - 2002
Job Creative Business Support Professional
Industry Design
Experience
Whoozette.com April 2015 - Present
Yam Graphics November 2009 - April 2015
Marakon Associates January 2007 - October 2008
Merrill Lynch Investment Managers 2006 - 2007
Columbia University 2004 - 2006
Bear Stearns 1998 - 2002
Skills
Graphic Design, Illustrator, Logo Design, Photoshop, Advertising, Editing, Marketing, Graphics, Event Planning, Training, Microsoft Office, Proofreading, Brand Development, Adobe Acrobat, Adobe Creative Suite, Project Management, Video Editing, Mac, PowerPoint, Creative Direction, Event Management, Social Media, Research, Art, Photography, InDesign, Corporate Identity, Brochures, Typography, Posters, Publishing, Video, Leadership, Web Design
Education
Columbia University in the City of New York 2004 — 2006
N/A, Creative Writing, Web Design, Digital Studio production, 4.0
Skidmore College 2002 — 2003
New York University
Graphics and Sound Design
Temple University
B.S., Speech & Hearing Science
Whoozette.com April 2015 - Present
Yam Graphics November 2009 - April 2015
Marakon Associates January 2007 - October 2008
Merrill Lynch Investment Managers 2006 - 2007
Columbia University 2004 - 2006
Bear Stearns 1998 - 2002
Skills
Graphic Design, Illustrator, Logo Design, Photoshop, Advertising, Editing, Marketing, Graphics, Event Planning, Training, Microsoft Office, Proofreading, Brand Development, Adobe Acrobat, Adobe Creative Suite, Project Management, Video Editing, Mac, PowerPoint, Creative Direction, Event Management, Social Media, Research, Art, Photography, InDesign, Corporate Identity, Brochures, Typography, Posters, Publishing, Video, Leadership, Web Design
Education
Columbia University in the City of New York 2004 — 2006
N/A, Creative Writing, Web Design, Digital Studio production, 4.0
Skidmore College 2002 — 2003
New York University
Graphics and Sound Design
Temple University
B.S., Speech & Hearing Science
Jill Feinberg Smolen's Bear Stearns Experience 1984 - 1989
Job Berkshire Hathaway Fox & Roach, REALTORS
Industry Real Estate
Experience
BHHS Fox Roach Realtors 2006 - Present
Jill Feinberg & Co. Inc. 1990 - 2006
Bear Stearns 1984 - 1989
Dillon Read Capital Management 1982 - 1984
First Boston 1978 - 1982
Bloomingdales 1977 - 1978
Education
Connecticut College 1972 — 1976
Bachelors of Art, Art History
Syosset High School
BHHS Fox Roach Realtors 2006 - Present
Jill Feinberg & Co. Inc. 1990 - 2006
Bear Stearns 1984 - 1989
Dillon Read Capital Management 1982 - 1984
First Boston 1978 - 1982
Bloomingdales 1977 - 1978
Education
Connecticut College 1972 — 1976
Bachelors of Art, Art History
Syosset High School
Harry Feng Harry Feng's Bear Stearns Experience 2004 - 2006
Job JP Morgan
Industry Investment Banking
Experience
JP Morgan August 2013 - Present
Deutsche Bank 2010 - August 2013
Goldman Sachs 2006 - 2009
Bear Stearns 2004 - 2006
McKinsey & Company January 2001 - April 2004
Knight 2004 - 2004
Education
Harvard Business School 1997 — 2001
PhD, Finance, Business Economics
Columbia University in the City of New York
MS, Operations Research
Columbia University in the City of New York
BA, Statistics
JP Morgan August 2013 - Present
Deutsche Bank 2010 - August 2013
Goldman Sachs 2006 - 2009
Bear Stearns 2004 - 2006
McKinsey & Company January 2001 - April 2004
Knight 2004 - 2004
Education
Harvard Business School 1997 — 2001
PhD, Finance, Business Economics
Columbia University in the City of New York
MS, Operations Research
Columbia University in the City of New York
BA, Statistics
Arnold Neimanis Arnold Neimanis's Bear Stearns Experience 2005 - 2008
Job Foreign Exchange Professional
Industry Financial Services
Experience
Natixis 2008 - 2015
Bear Stearns 2005 - 2008
Bear Stearns 1997 - 2005
Bank of America 1996 - 1997
The Chase Manhattan Bank 1989 - 1996
Shearson Lehaman 1987 - 1989
Skills
FX, Trading, Structured Products, Hedge Funds, Foreign Exchange, Fixed Income, Financial Markets, FX Options, Capital Markets, Commodity, Derivatives, Electronic Trading, Investment Banking, Trading Systems
Education
Columbia University in the City of New York
B.S., Biology
Natixis 2008 - 2015
Bear Stearns 2005 - 2008
Bear Stearns 1997 - 2005
Bank of America 1996 - 1997
The Chase Manhattan Bank 1989 - 1996
Shearson Lehaman 1987 - 1989
Skills
FX, Trading, Structured Products, Hedge Funds, Foreign Exchange, Fixed Income, Financial Markets, FX Options, Capital Markets, Commodity, Derivatives, Electronic Trading, Investment Banking, Trading Systems
Education
Columbia University in the City of New York
B.S., Biology
Jay Lippman's Bear Stearns Experience May 2007 - March 2008
Job Executive DirectorCompliance DirectorJP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase & Co. May 2015 - Present
Goldman Sachs November 2013 - April 2015
JP Morgan Chase March 2008 - November 2013
Bear Stearns May 2007 - March 2008
Nomura Securities International, Inc. June 2005 - March 2007
NASD (k/n/a Financial Industry Regulatory Authority) January 1997 - June 2005
New York State Office of Court Administration June 1992 - January 1997
New York County District Attorney's Office August 1987 - June 1992
Education
SUNY Buffalo School of Law 1984 — 1987
Doctor of Law (J.D.)
Columbia University in the City of New York 1979 — 1983
Bachelor of Arts (B.A.), Political Science
The Browning School
High School
The Browning School
The Browning School
The Browning School
Wolfsberg Academy
JPMorgan Chase & Co. May 2015 - Present
Goldman Sachs November 2013 - April 2015
JP Morgan Chase March 2008 - November 2013
Bear Stearns May 2007 - March 2008
Nomura Securities International, Inc. June 2005 - March 2007
NASD (k/n/a Financial Industry Regulatory Authority) January 1997 - June 2005
New York State Office of Court Administration June 1992 - January 1997
New York County District Attorney's Office August 1987 - June 1992
Education
SUNY Buffalo School of Law 1984 — 1987
Doctor of Law (J.D.)
Columbia University in the City of New York 1979 — 1983
Bachelor of Arts (B.A.), Political Science
The Browning School
High School
The Browning School
The Browning School
The Browning School
Wolfsberg Academy
Jeremy Gross Jeremy Gross's Bear Stearns Experience June 2006 - August 2006
Job Strategy & Business Development Manager at Miramax
Industry Entertainment
Experience
Miramax 2013 - Present
Goldman Sachs July 2007 - 2012
Lion Laundry Ltd January 2004 - May 2007
Bear Stearns June 2006 - August 2006
Value Holdings June 2005 - August 2005
Skills
Asset Management, Asset Managment, Credit, Financial Modeling, Fixed Income, Strategic Financial..., Valuation, Corporate Finance, Hedge Funds, Management, Equities, Due Diligence, Financial Analysis, Investment Banking
Education
Columbia University in the City of New York 2003 — 2007
BS, Industrial Engineering
Miramax 2013 - Present
Goldman Sachs July 2007 - 2012
Lion Laundry Ltd January 2004 - May 2007
Bear Stearns June 2006 - August 2006
Value Holdings June 2005 - August 2005
Skills
Asset Management, Asset Managment, Credit, Financial Modeling, Fixed Income, Strategic Financial..., Valuation, Corporate Finance, Hedge Funds, Management, Equities, Due Diligence, Financial Analysis, Investment Banking
Education
Columbia University in the City of New York 2003 — 2007
BS, Industrial Engineering
Nile Corso Nile Corso's Bear Stearns Experience October 2007 - April 2008
Job Aldwych Capital Partners
Industry Banking
Experience
Aldwych Capital Partners February 2013 - Present
Emerson Equity May 2009 - February 2013
Credit Suisse April 2008 - September 2008
Bear Stearns October 2007 - April 2008
Skills
Mergers & Acquisitions, Valuation, Private Equity, Investments, Financial Modeling, Financial Services, Finance, Equities, Alternative Investments, Trading, Hedge Funds, Financial Structuring, Due Diligence, IPO, Corporate Development, Portfolio Assessment, Investment Banking, Management
Education
The Johns Hopkins University 2013 — 2015
Master of Business Administration (MBA), Finance
Columbia University in the City of New York 2008 — 2009
Accounting and Finance
Franklin & Marshall College 2003 — 2007
Bachelor's degree
Aldwych Capital Partners February 2013 - Present
Emerson Equity May 2009 - February 2013
Credit Suisse April 2008 - September 2008
Bear Stearns October 2007 - April 2008
Skills
Mergers & Acquisitions, Valuation, Private Equity, Investments, Financial Modeling, Financial Services, Finance, Equities, Alternative Investments, Trading, Hedge Funds, Financial Structuring, Due Diligence, IPO, Corporate Development, Portfolio Assessment, Investment Banking, Management
Education
The Johns Hopkins University 2013 — 2015
Master of Business Administration (MBA), Finance
Columbia University in the City of New York 2008 — 2009
Accounting and Finance
Franklin & Marshall College 2003 — 2007
Bachelor's degree
Thomas Samuelson Thomas Samuelson's Bear Stearns Experience January 1995 - April 1998
Job Senior Advisor at Venezuela Opportunities Fund
Industry Investment Management
Experience
Magellan Yates Associates January 2014 - Present
Grow Advisors March 2015 - Present
Venezuela Opportunities Fund June 2015 - Present
George Weiss Associates April 2005 - June 2013
Inca Investments, LLC 2003 - 2005
CLSA 1998 - 2001
Bear Stearns January 1995 - April 1998
Credit Lyonnais 1992 - 1995
Skills
Emerging Markets, Hedge Funds, Capital Markets, Alternative Investments, Equities, Portfolio Management, Equity Research, Asset Management, Investments, Bloomberg, Fund Of Funds, Investment Management, Equity Valuation, Global Macro, Investment Strategies, Derivatives, Latin America, Trading, Private Equity, Investment Banking, Equity Derivatives, Asset Allocation, Options, EMEA, Industrial Sector, Bonds, Equity Trading, Structured Products, Securities, Structured Finance, Corporate Finance, Trading Strategies, Greater China, Crowdfunding, peer to peer lending, B2B Marketing Strategy, Crowdsourcing
Education
Columbia University in the City of New York
Magellan Yates Associates January 2014 - Present
Grow Advisors March 2015 - Present
Venezuela Opportunities Fund June 2015 - Present
George Weiss Associates April 2005 - June 2013
Inca Investments, LLC 2003 - 2005
CLSA 1998 - 2001
Bear Stearns January 1995 - April 1998
Credit Lyonnais 1992 - 1995
Skills
Emerging Markets, Hedge Funds, Capital Markets, Alternative Investments, Equities, Portfolio Management, Equity Research, Asset Management, Investments, Bloomberg, Fund Of Funds, Investment Management, Equity Valuation, Global Macro, Investment Strategies, Derivatives, Latin America, Trading, Private Equity, Investment Banking, Equity Derivatives, Asset Allocation, Options, EMEA, Industrial Sector, Bonds, Equity Trading, Structured Products, Securities, Structured Finance, Corporate Finance, Trading Strategies, Greater China, Crowdfunding, peer to peer lending, B2B Marketing Strategy, Crowdsourcing
Education
Columbia University in the City of New York
David Filiberto David Filiberto's Bear Stearns Experience 1997 - 2000
Job Sustainability Research Associate
Industry Renewables & Environment
Experience
Cornell University 2013 - Present
AO Let's Go 2012 - Present
NMR Group June 2009 - 2013
Carbon Consulting, LLC July 2008 - 2010
Cornell University January 2009 - July 2009
Village of Trumansburg 2005 - 2008
Bear Stearns 1997 - 2000
Datek Securities 1995 - 1997
Skills
Climate Change, Renewable Energy, Qualitative Research, Analysis, Economics, Energy Efficiency, Statistics, Research, Program Evaluation, Market Research, Program Management, Alternative Energy, Quantitative Analytics, Environmental Awareness, Energy, Financial Analysis, Economic Development, Due Diligence, Quantitative Analysis, Quantitative Research, Survey Research, Survey Design, Management
Education
Cornell University 2004 — 2008
Doctor of Philosophy (Ph.D.), Policy Analysis and Management
Cornell University
MPA, Environmental Policy
Cornell University 1989 — 1993
BS
BC
Cornell University 2013 - Present
AO Let's Go 2012 - Present
NMR Group June 2009 - 2013
Carbon Consulting, LLC July 2008 - 2010
Cornell University January 2009 - July 2009
Village of Trumansburg 2005 - 2008
Bear Stearns 1997 - 2000
Datek Securities 1995 - 1997
Skills
Climate Change, Renewable Energy, Qualitative Research, Analysis, Economics, Energy Efficiency, Statistics, Research, Program Evaluation, Market Research, Program Management, Alternative Energy, Quantitative Analytics, Environmental Awareness, Energy, Financial Analysis, Economic Development, Due Diligence, Quantitative Analysis, Quantitative Research, Survey Research, Survey Design, Management
Education
Cornell University 2004 — 2008
Doctor of Philosophy (Ph.D.), Policy Analysis and Management
Cornell University
MPA, Environmental Policy
Cornell University 1989 — 1993
BS
BC
Victor Anthony's Bear Stearns Experience 2002 - 2008
Job Managing Director, Internet Media Equity Analyst at Axiom Capital Management
Industry Investment Management
Experience
Topeka Capital Markets, Inc April 2012 - January 2015
Lazard Capital Markets January 2009 - March 2012
Bear Stearns 2002 - 2008
CIGNA Healthcare 1999 - 2000
GHI 1995 - 1999
Education
University of Rochester - Simon Business School 2000 — 2002
Columbia University
Temple University
Brooklyn Technical High School
Topeka Capital Markets, Inc April 2012 - January 2015
Lazard Capital Markets January 2009 - March 2012
Bear Stearns 2002 - 2008
CIGNA Healthcare 1999 - 2000
GHI 1995 - 1999
Education
University of Rochester - Simon Business School 2000 — 2002
Columbia University
Temple University
Brooklyn Technical High School
Serge Reyser Serge Reyser's Bear Stearns Experience May 2005 - May 2008
Job Vice President at JPMorgan
Industry Banking
Experience
JPMorgan Chase May 2005 - Present
Bear Stearns May 2005 - May 2008
Deutsche Bank October 2003 - May 2005
Financial Times/ FT Knowledge 2003 - 2003
JPMorgan Chase and Co. June 2000 - July 2002
Skills
Derivatives, Fixed Income, Credit Derivatives, Capital Markets, Hedge Funds, Financial Services, Equity Derivatives, Equities, Credit, Banking, Middle Office, Investment Banking, Structured Products, Credit Risk, Trading Systems, Bloomberg, Series 63
Education
Columbia University in the City of New York 1996 — 2000
Economics, Cum Laude
JPMorgan Chase May 2005 - Present
Bear Stearns May 2005 - May 2008
Deutsche Bank October 2003 - May 2005
Financial Times/ FT Knowledge 2003 - 2003
JPMorgan Chase and Co. June 2000 - July 2002
Skills
Derivatives, Fixed Income, Credit Derivatives, Capital Markets, Hedge Funds, Financial Services, Equity Derivatives, Equities, Credit, Banking, Middle Office, Investment Banking, Structured Products, Credit Risk, Trading Systems, Bloomberg, Series 63
Education
Columbia University in the City of New York 1996 — 2000
Economics, Cum Laude
Bernd Wuebben Bernd Wuebben's Bear Stearns Experience 2007 - November 2007
Job Portfolio Manager and Trading Team Lead at Jump Trading LLC
Industry Investment Management
Experience
Jump Trading LLC January 2013 - Present
Teza Technologies January 2012 - Present
Diamond Lake Investment Group/Totem Capital Management November 2007 - December 2011
Bear Stearns 2007 - November 2007
BNP-Paribas 2005 - 2007
Morgan Stanley 2001 - 2005
Deutsche Bank 1998 - 2001
Skills
Relative Value, Fixed Income Trading, Fixed Income, Derivatives, Arbitrage, Trading, Swaps, Statistical Arbitrage, Electronic Trading, Proprietary Trading, Trading Strategies, Interest Rate..., Big Data, Machine Learning, Options, Quantitative Finance, Hedge Funds
Education
Cornell University
Jump Trading LLC January 2013 - Present
Teza Technologies January 2012 - Present
Diamond Lake Investment Group/Totem Capital Management November 2007 - December 2011
Bear Stearns 2007 - November 2007
BNP-Paribas 2005 - 2007
Morgan Stanley 2001 - 2005
Deutsche Bank 1998 - 2001
Skills
Relative Value, Fixed Income Trading, Fixed Income, Derivatives, Arbitrage, Trading, Swaps, Statistical Arbitrage, Electronic Trading, Proprietary Trading, Trading Strategies, Interest Rate..., Big Data, Machine Learning, Options, Quantitative Finance, Hedge Funds
Education
Cornell University
Victor Lloyd Smith Victor Lloyd Smith's Bear Stearns Experience April 2005 - October 2007
Job Consultant & Author
Industry Financial Services
Experience
Perficient Inc. / ForwardThink Group November 2009 - Present
Millennium Lyon Asset Management August 2007 - November 2009
Bear Stearns April 2005 - October 2007
CIBC World Markets March 2002 - March 2005
Merrill Lynch August 1999 - March 2002
Skills
Investment Banking, Derivatives, Financial Services, Trading Systems, Options, Credit Derivatives, Financial Analysis, Capital Markets, Trading, Structured Products, Mergers, Prime Brokerage, Risk Management, Strategy, Integration, Project Management, Mergers & Acquisitions, Equity Derivatives, Business Strategy, Fixed Income, Business Process, Start-ups, Management, PMO, Financial Modeling, Asset Management, Investment Management
Education
NYU Polytechnic University 2001 — 2003
MS, Technology Management
Columbia University in the City of New York 1991 — 1995
BA, Economics
Prep for Prep
Perficient Inc. / ForwardThink Group November 2009 - Present
Millennium Lyon Asset Management August 2007 - November 2009
Bear Stearns April 2005 - October 2007
CIBC World Markets March 2002 - March 2005
Merrill Lynch August 1999 - March 2002
Skills
Investment Banking, Derivatives, Financial Services, Trading Systems, Options, Credit Derivatives, Financial Analysis, Capital Markets, Trading, Structured Products, Mergers, Prime Brokerage, Risk Management, Strategy, Integration, Project Management, Mergers & Acquisitions, Equity Derivatives, Business Strategy, Fixed Income, Business Process, Start-ups, Management, PMO, Financial Modeling, Asset Management, Investment Management
Education
NYU Polytechnic University 2001 — 2003
MS, Technology Management
Columbia University in the City of New York 1991 — 1995
BA, Economics
Prep for Prep
Brad Zelnick Brad Zelnick's Bear Stearns Experience 2006 - 2008
Job Managing Director at Jefferies
Industry Financial Services
Experience
Jefferies 2014 - Present
Macquarie Bank 2009 - 2014
Bank of America Merrill Lynch 2008 - 2009
Bear Stearns 2006 - 2008
Oracle Corporation 2005 - 2006
Novell, Inc. 2002 - 2005
Education
Columbia University
BA, Computer Science, Pre-Medicine
Jefferies 2014 - Present
Macquarie Bank 2009 - 2014
Bank of America Merrill Lynch 2008 - 2009
Bear Stearns 2006 - 2008
Oracle Corporation 2005 - 2006
Novell, Inc. 2002 - 2005
Education
Columbia University
BA, Computer Science, Pre-Medicine
Polina Schwartzman Polina Schwartzman's Bear Stearns Experience January 2008 - May 2008
Job Associate at Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates
Industry Law Practice
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - Present
Morgan, Lewis & Bockius LLP September 2012 - April 2014
Senate Health, Education, Labor and Pensions (HELP) Committee, Majority August 2012 - December 2012
Morgan, Lewis & Bockius LLP June 2011 - August 2011
Ithaca City Attorney's Office June 2010 - August 2010
Bear Stearns January 2008 - May 2008
U.S. Department of Labor June 2007 - August 2007
Education
Cornell University 2006 — 2008
B.S., Industrial Labor Relations
Cornell Law School 2008 — 2012
J.D.
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates May 2014 - Present
Morgan, Lewis & Bockius LLP September 2012 - April 2014
Senate Health, Education, Labor and Pensions (HELP) Committee, Majority August 2012 - December 2012
Morgan, Lewis & Bockius LLP June 2011 - August 2011
Ithaca City Attorney's Office June 2010 - August 2010
Bear Stearns January 2008 - May 2008
U.S. Department of Labor June 2007 - August 2007
Education
Cornell University 2006 — 2008
B.S., Industrial Labor Relations
Cornell Law School 2008 — 2012
J.D.
Rebecca Greene Rebecca Greene's Bear Stearns Experience July 2007 - June 2008
Job Director of Marketplace, Handy
Industry Internet
Experience
Handy HQ July 2015 - Present
Handy HQ November 2014 - July 2015
Handy HQ March 2014 - November 2014
Amazon August 2013 - March 2014
Amazon June 2012 - August 2012
Booz & Company February 2010 - June 2011
First Manhattan Consulting Group June 2008 - December 2009
Bear Stearns July 2007 - June 2008
Tribeca Productions September 2005 - January 2006
The Miami Herald September 2002 - November 2003
Skills
Project Managmenet, Data Analysis, Creative Problem Solving, Writing Skills, Presentation Development, Teamwork, Financial Modeling, Market Research, Competitive Analysis, Business Strategy, Project Management, Entrepreneurship, Product Management, Strategic Partnerships, Analysis, Mergers & Acquisitions, Financial Analysis, Leadership
Education
Harvard Business School 2011 — 2013
MBA, General Management, Entrepreneurship
Columbia University in the City of New York 2003 — 2007
B.A., Creative Writing, Economics
Handy HQ July 2015 - Present
Handy HQ November 2014 - July 2015
Handy HQ March 2014 - November 2014
Amazon August 2013 - March 2014
Amazon June 2012 - August 2012
Booz & Company February 2010 - June 2011
First Manhattan Consulting Group June 2008 - December 2009
Bear Stearns July 2007 - June 2008
Tribeca Productions September 2005 - January 2006
The Miami Herald September 2002 - November 2003
Skills
Project Managmenet, Data Analysis, Creative Problem Solving, Writing Skills, Presentation Development, Teamwork, Financial Modeling, Market Research, Competitive Analysis, Business Strategy, Project Management, Entrepreneurship, Product Management, Strategic Partnerships, Analysis, Mergers & Acquisitions, Financial Analysis, Leadership
Education
Harvard Business School 2011 — 2013
MBA, General Management, Entrepreneurship
Columbia University in the City of New York 2003 — 2007
B.A., Creative Writing, Economics
Nasser Barghouti's Bear Stearns Experience 1996 - 2000
Job Founder and CEO at Objectiva
Industry Outsourcing/Offshoring
Experience
Objectiva Software Solutions 2001 - Present
Seismic Software June 2010 - Present
EMC Corp. March 2008 - December 2009
Document Sciences Corporation August 2004 - March 2008
Bear Stearns 1996 - 2000
AT&T Bell Laboratories 1992 - 1996
Bell Labs 1991 - 1996
Columbia University September 1981 - May 1992
Skills
Cloud Computing, SaaS, Enterprise Software, Software Development, Enterprise Content..., Software Project..., Agile Methodologies, Software Engineering, XML, Web Services, Scrum, Java, JavaScript, SOA, C#, Enterprise Architecture, Outsourcing, Project Management, Mobile Applications, Business Intelligence, Integration, SDLC, Distributed Systems, Architecture, Unix, Solution Architecture, Microsoft SQL Server, Agile Project Management, Requirements Analysis, Entrepreneurship, Professional Services, IT Strategy, Databases, Mobile Devices, CRM, Architectures, Software Design, .NET, UML, Java Enterprise Edition, Web Applications, SQL, Linux, Design Patterns, Oracle, Perl, System Architecture
Education
Columbia University in the City of New York 1985 — 1991
PhD, Computer Science
Columbia University in the City of New York 1981 — 1985
BSc, Computer Science
Objectiva Software Solutions 2001 - Present
Seismic Software June 2010 - Present
EMC Corp. March 2008 - December 2009
Document Sciences Corporation August 2004 - March 2008
Bear Stearns 1996 - 2000
AT&T Bell Laboratories 1992 - 1996
Bell Labs 1991 - 1996
Columbia University September 1981 - May 1992
Skills
Cloud Computing, SaaS, Enterprise Software, Software Development, Enterprise Content..., Software Project..., Agile Methodologies, Software Engineering, XML, Web Services, Scrum, Java, JavaScript, SOA, C#, Enterprise Architecture, Outsourcing, Project Management, Mobile Applications, Business Intelligence, Integration, SDLC, Distributed Systems, Architecture, Unix, Solution Architecture, Microsoft SQL Server, Agile Project Management, Requirements Analysis, Entrepreneurship, Professional Services, IT Strategy, Databases, Mobile Devices, CRM, Architectures, Software Design, .NET, UML, Java Enterprise Edition, Web Applications, SQL, Linux, Design Patterns, Oracle, Perl, System Architecture
Education
Columbia University in the City of New York 1985 — 1991
PhD, Computer Science
Columbia University in the City of New York 1981 — 1985
BSc, Computer Science
Daniel Sherman Daniel Sherman's Bear Stearns Experience May 2007 - August 2007
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
M/C Partners May 2014 - March 2015
M/C Partners August 2012 - May 2014
Citi June 2010 - June 2012
Permal Asset Management May 2009 - August 2009
Permal Asset Management May 2008 - August 2008
Bear Stearns May 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Cornell University 2006 — 2010
Bachelor of Arts (BA), Economics, Information Science
M/C Partners May 2014 - March 2015
M/C Partners August 2012 - May 2014
Citi June 2010 - June 2012
Permal Asset Management May 2009 - August 2009
Permal Asset Management May 2008 - August 2008
Bear Stearns May 2007 - August 2007
Education
University of Pennsylvania - The Wharton School 2015 — 2017
Master of Business Administration (MBA)
Cornell University 2006 — 2010
Bachelor of Arts (BA), Economics, Information Science
Adolf F. Haffenreffer IV Adolf F. Haffenreffer IV's Bear Stearns Experience December 2006 - March 2007
Job Partner/Yacht Broker
Industry Maritime
Experience
Wellington Yacht Partners March 2008 - Present
Churchill Yacht Partners March 2007 - March 2008
Bear Stearns December 2006 - March 2007
A.G. Edwards & Sons August 2005 - December 2006
Skills
Risk Management, Yachting, Navigation, Capital Markets, Investment Banking, Sailing, Business Development, Boating, Contract Negotiation, Maritime, Negotiation, Selling, Boat, Due Diligence, Finance
Education
Connecticut College 2001 — 2005
BA, Economics
The Tuck School of Business at Dartmouth 2004 — 2004
none, Tuck Business Bridge Program
Portsmouth Abbey School 1997 — 2001
Prep School
Friends academy
Grammer
Wellington Yacht Partners March 2008 - Present
Churchill Yacht Partners March 2007 - March 2008
Bear Stearns December 2006 - March 2007
A.G. Edwards & Sons August 2005 - December 2006
Skills
Risk Management, Yachting, Navigation, Capital Markets, Investment Banking, Sailing, Business Development, Boating, Contract Negotiation, Maritime, Negotiation, Selling, Boat, Due Diligence, Finance
Education
Connecticut College 2001 — 2005
BA, Economics
The Tuck School of Business at Dartmouth 2004 — 2004
none, Tuck Business Bridge Program
Portsmouth Abbey School 1997 — 2001
Prep School
Friends academy
Grammer
Jeff Diamond Jeff Diamond's Bear Stearns Experience February 1995 - November 1995
Job Principal at SelfEmployed, day trading and private investments
Industry Financial Services
Experience
Self-Employed, private investments January 2000 - Present
Jeffrey B. Diamond Management January 1996 - December 1999
Bear Stearns February 1995 - November 1995
Credit Suisse January 1990 - February 1995
Credit Suisse July 1985 - January 1990
Sanyo Securities Co., Ltd. June 1984 - June 1985
Skills
Equities, Fixed Income, Strategy, Trading, Derivatives, Options, Bonds, Commodity, Contract Negotiation, Research, Institutional..., Valuation, Sales, Alternative Investments, Investments, Blogging, Training, Marketing, Securities
Education
Columbia University in the City of New York 1980 — 1984
B.A. cum laude, East Asian Studies
University High School 1977 — 1980
Self-Employed, private investments January 2000 - Present
Jeffrey B. Diamond Management January 1996 - December 1999
Bear Stearns February 1995 - November 1995
Credit Suisse January 1990 - February 1995
Credit Suisse July 1985 - January 1990
Sanyo Securities Co., Ltd. June 1984 - June 1985
Skills
Equities, Fixed Income, Strategy, Trading, Derivatives, Options, Bonds, Commodity, Contract Negotiation, Research, Institutional..., Valuation, Sales, Alternative Investments, Investments, Blogging, Training, Marketing, Securities
Education
Columbia University in the City of New York 1980 — 1984
B.A. cum laude, East Asian Studies
University High School 1977 — 1980
Carmen Reinhart Carmen Reinhart's Bear Stearns Experience 1982 - 1986
Job Minos A. Zombanakis Professor of the International Financial System at Harvard Kennedy School
Industry Education Management
Experience
Harvard Kennedy School July 2012 - Present
Peterson Institute for International Economics January 2011 - June 2012
University of Mayland July 1996 - June 2010
International Monetary Fund July 2001 - July 2003
Bear Stearns 1982 - 1986
Skills
Economics, Macroeconomics, International finance, Economic history, Econometrics, Statistics, Economic Policy, Research, International Finance, International Economics, Economic Research, Emerging Markets, Public Policy, Quantitative Analytics, Stata, International Relations, Policy Analysis, Economic Development
Education
Columbia University in the City of New York
Doctor of Philosophy (Ph.D.), Economics
Florida International University
Bachelor’s Degree, Economics
Harvard Kennedy School July 2012 - Present
Peterson Institute for International Economics January 2011 - June 2012
University of Mayland July 1996 - June 2010
International Monetary Fund July 2001 - July 2003
Bear Stearns 1982 - 1986
Skills
Economics, Macroeconomics, International finance, Economic history, Econometrics, Statistics, Economic Policy, Research, International Finance, International Economics, Economic Research, Emerging Markets, Public Policy, Quantitative Analytics, Stata, International Relations, Policy Analysis, Economic Development
Education
Columbia University in the City of New York
Doctor of Philosophy (Ph.D.), Economics
Florida International University
Bachelor’s Degree, Economics
Frank Boroch, CFA Frank Boroch, CFA's Bear Stearns Experience 2002 - 2008
Job Director of Investor Relations
Industry Capital Markets
Experience
Hyundai Capital America 2013 - Present
AECOM Technology Corp. (NYSE: ACM) 2010 - 2013
Kiitos Capital Management 2008 - 2010
Bear Stearns 2002 - 2008
Skills
Financial Modeling, Valuation, Equities, Capital Markets, Asset Management, Financial Analysis, Investor Relations, Emerging Markets, Investments, Hedge Funds, Equity Research, Due Diligence, Mergers & Acquisitions, Securities, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Cornell University
BA, Government
Chartered Financial Analyst charterholder
Hyundai Capital America 2013 - Present
AECOM Technology Corp. (NYSE: ACM) 2010 - 2013
Kiitos Capital Management 2008 - 2010
Bear Stearns 2002 - 2008
Skills
Financial Modeling, Valuation, Equities, Capital Markets, Asset Management, Financial Analysis, Investor Relations, Emerging Markets, Investments, Hedge Funds, Equity Research, Due Diligence, Mergers & Acquisitions, Securities, Strategy
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Cornell University
BA, Government
Chartered Financial Analyst charterholder
Aaron Ipsa's Bear Stearns Experience January 2006 - November 2007
Job Derivatives Trader at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald June 2008 - Present
Bear Stearns January 2006 - November 2007
Bear Stearns and Co. May 2006 - August 2006
Chapman Capital 2003 - 2004
Beaver Creek Investment Management 2003 - 2003
Gateway Partners 1998 - 2001
Gateway Investment Advisors 1991 - 1992
Skills
Equity Derivatives, Options, Derivatives, Bloomberg, Capital Markets, Trading, Securities, Fixed Income, Credit Derivatives, Investments, Portfolio Management, Hedge Funds, Equities
Education
New York University 2005 — 2007
Masters, Mathematics in Finance
Cornell University 1991 — 1995
BS, Chemical Engineering
Cantor Fitzgerald June 2008 - Present
Bear Stearns January 2006 - November 2007
Bear Stearns and Co. May 2006 - August 2006
Chapman Capital 2003 - 2004
Beaver Creek Investment Management 2003 - 2003
Gateway Partners 1998 - 2001
Gateway Investment Advisors 1991 - 1992
Skills
Equity Derivatives, Options, Derivatives, Bloomberg, Capital Markets, Trading, Securities, Fixed Income, Credit Derivatives, Investments, Portfolio Management, Hedge Funds, Equities
Education
New York University 2005 — 2007
Masters, Mathematics in Finance
Cornell University 1991 — 1995
BS, Chemical Engineering
Jason English's Bear Stearns Experience July 2007 - June 2008
Job Vice President Equity Research at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2010 - Present
J.P. Morgan June 2008 - August 2010
Bear Stearns July 2007 - June 2008
Kellogg January 2007 - July 2007
Kellogg February 2005 - December 2006
Atkins August 2004 - January 2005
Atkins February 2004 - July 2004
InBev 2000 - 2004
Pepperidge Farm 1998 - 2000
Skills
Sales, Analysis, Strategy, Equity Research, New Business Development, Entrepreneurship, Equities, Brand Management, Consumer Products
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Business Management & Marketing
Cornell University 1994 — 1999
BS, Business Management & Marketing
Goldman Sachs September 2010 - Present
J.P. Morgan June 2008 - August 2010
Bear Stearns July 2007 - June 2008
Kellogg January 2007 - July 2007
Kellogg February 2005 - December 2006
Atkins August 2004 - January 2005
Atkins February 2004 - July 2004
InBev 2000 - 2004
Pepperidge Farm 1998 - 2000
Skills
Sales, Analysis, Strategy, Equity Research, New Business Development, Entrepreneurship, Equities, Brand Management, Consumer Products
Education
New York University - Leonard N. Stern School of Business 2002 — 2005
MBA, Business Management & Marketing
Cornell University 1994 — 1999
BS, Business Management & Marketing
Luke Horgan's Bear Stearns Experience May 2003 - April 2007
Job Lead Decision Science Analyst, Research and Development at USAA
Industry Information Technology and Services
Experience
USAA February 2015 - Present
USAA August 2014 - February 2015
M4 Solutions July 2013 - February 2015
HBO November 2010 - December 2012
KPMG March 2010 - October 2010
HSBC August 2007 - August 2008
Bear Stearns May 2003 - April 2007
ManpowerGroup February 2001 - September 2002
SpiderFuel.com 1999 - February 2001
UBS March 2000 - October 2000
Skills
Business Analysis, Project Management, Finance, Project Plans, Visio, Fixed Income, SDLC, Vendor Management, Technical Requirements, Risk Management, Requirements Analysis, Process Improvement, Software Documentation, Management, Analysis, Strategy, Business Intelligence, Leadership, Agile Methodologies
Education
Mercy College 2000 — 2002
Masters
University of Maryland University College 1996 — 1999
Bachelors
University of Maryland University College 1996 — 1999
Associates of Applied Science
Community College of the Air Force 1996 — 1998
Associate of Arts
USAA February 2015 - Present
USAA August 2014 - February 2015
M4 Solutions July 2013 - February 2015
HBO November 2010 - December 2012
KPMG March 2010 - October 2010
HSBC August 2007 - August 2008
Bear Stearns May 2003 - April 2007
ManpowerGroup February 2001 - September 2002
SpiderFuel.com 1999 - February 2001
UBS March 2000 - October 2000
Skills
Business Analysis, Project Management, Finance, Project Plans, Visio, Fixed Income, SDLC, Vendor Management, Technical Requirements, Risk Management, Requirements Analysis, Process Improvement, Software Documentation, Management, Analysis, Strategy, Business Intelligence, Leadership, Agile Methodologies
Education
Mercy College 2000 — 2002
Masters
University of Maryland University College 1996 — 1999
Bachelors
University of Maryland University College 1996 — 1999
Associates of Applied Science
Community College of the Air Force 1996 — 1998
Associate of Arts
Michiel Zegers's Bear Stearns Experience 2003 - 2008
Job Director FNY Capital Management
Industry Financial Services
Experience
First New York Securities 2009 - 2014
JP Morgan Chase / Bear Stearns 2008 - 2009
Bear Stearns 2003 - 2008
GE Capital Markets 2003 - 2004
Aubrey G. Lanston / Mizuho Financial Group June 1996 - June 2003
Skills
Prime Brokerage, Fixed Income, Proprietary Trading, FX Options, Commodity, Credit, CDS, Treasury, Macro, Hedge Funds, Equity Derivatives, Electronic Trading, Trading Systems, Equities, Alternative Investments, Product Control, P&L Analysis, Capital Markets, Back Office, Settlement, Trading Strategies, Portfolio Management, Trading, Valuation, Investments, Bonds, Securities, Derivatives, Series 7, Bloomberg, Options, Middle Office, Financial Markets, Structured Products, Credit Derivatives, Investment Banking, Swaps, Equity Trading, Interest Rate..., FINRA, Hedging, Securities Lending, Asset Management, Emerging Markets, Market Data
Education
New York University, Stern School of Business 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1984 — 1988
Bachelor of Science (BS), Mechanical Engineering
First New York Securities 2009 - 2014
JP Morgan Chase / Bear Stearns 2008 - 2009
Bear Stearns 2003 - 2008
GE Capital Markets 2003 - 2004
Aubrey G. Lanston / Mizuho Financial Group June 1996 - June 2003
Skills
Prime Brokerage, Fixed Income, Proprietary Trading, FX Options, Commodity, Credit, CDS, Treasury, Macro, Hedge Funds, Equity Derivatives, Electronic Trading, Trading Systems, Equities, Alternative Investments, Product Control, P&L Analysis, Capital Markets, Back Office, Settlement, Trading Strategies, Portfolio Management, Trading, Valuation, Investments, Bonds, Securities, Derivatives, Series 7, Bloomberg, Options, Middle Office, Financial Markets, Structured Products, Credit Derivatives, Investment Banking, Swaps, Equity Trading, Interest Rate..., FINRA, Hedging, Securities Lending, Asset Management, Emerging Markets, Market Data
Education
New York University, Stern School of Business 1991 — 1993
MBA, Finance
Columbia University in the City of New York 1984 — 1988
Bachelor of Science (BS), Mechanical Engineering
Stan Maydan's Bear Stearns Experience April 2007 - December 2007
Job Strategic Risk Research at Bloomberg
Industry Capital Markets
Experience
Bloomberg August 2010 - Present
Maydan Algorithmic Trading Capital Management October 2008 - July 2010
Scottwood Capital Management LLC June 2008 - August 2008
Bear Stearns April 2007 - December 2007
Barclays Capital April 2006 - April 2007
Goldman Sachs December 1998 - April 2006
D.E Shaw and Co October 1996 - December 1998
Citibank October 1995 - October 1996
Ernst and Young June 1995 - October 1995
Home Insurance Company April 1993 - May 1995
Skills
Quantitative Analysis, Trading, Bloomberg, Quant, MBS, Risk Management, Equity Derivatives, Credit Derivatives, Fixed Income, Structured Products, Derivatives, Hedge Funds, Quantitative Finance, CVA, C++, SQL, C#, Matlab, R, SAS, Perl, Oracle, DB2, Statistical Arbitrage, Quantitative Modeling, CDO, Interest Rate..., Volatility, Regulatory Capital, Python, Perl Script, Basel II, Basel III, Hedge Accounting, Quantitative Analytics, Quantitative Investing, ABS, Electronic Trading, Trading Systems, Market Risk, Portfolio Management, Financial Engineering, Financial Risk, Options, Monte Carlo Simulation, Swaps, Global Macro, FX Options, Hedging, VAR
Education
Columbia University in the City of New York 1991 — 1993
MS, Operations Research
Peter the Great St.Petersburg Polytechnic University 1983 — 1989
Diploma of Engineer Physicist, Solid State Physics
St. Petersburg School 116 1973 — 1983
High School Diploma (Attestat Zrelosti), Math, Physics
Bloomberg August 2010 - Present
Maydan Algorithmic Trading Capital Management October 2008 - July 2010
Scottwood Capital Management LLC June 2008 - August 2008
Bear Stearns April 2007 - December 2007
Barclays Capital April 2006 - April 2007
Goldman Sachs December 1998 - April 2006
D.E Shaw and Co October 1996 - December 1998
Citibank October 1995 - October 1996
Ernst and Young June 1995 - October 1995
Home Insurance Company April 1993 - May 1995
Skills
Quantitative Analysis, Trading, Bloomberg, Quant, MBS, Risk Management, Equity Derivatives, Credit Derivatives, Fixed Income, Structured Products, Derivatives, Hedge Funds, Quantitative Finance, CVA, C++, SQL, C#, Matlab, R, SAS, Perl, Oracle, DB2, Statistical Arbitrage, Quantitative Modeling, CDO, Interest Rate..., Volatility, Regulatory Capital, Python, Perl Script, Basel II, Basel III, Hedge Accounting, Quantitative Analytics, Quantitative Investing, ABS, Electronic Trading, Trading Systems, Market Risk, Portfolio Management, Financial Engineering, Financial Risk, Options, Monte Carlo Simulation, Swaps, Global Macro, FX Options, Hedging, VAR
Education
Columbia University in the City of New York 1991 — 1993
MS, Operations Research
Peter the Great St.Petersburg Polytechnic University 1983 — 1989
Diploma of Engineer Physicist, Solid State Physics
St. Petersburg School 116 1973 — 1983
High School Diploma (Attestat Zrelosti), Math, Physics
Rachel Epstein McKiernan's Bear Stearns Experience June 2007 - August 2007
Job Vice President at J.P.Morgan
Industry Financial Services
Experience
J.P. Morgan Private Bank August 2008 - Present
Bear Stearns June 2007 - August 2007
Towers Perrin 2003 - 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
University of Michigan 1999 — 2003
BA, Economics
Beachwood High School
J.P. Morgan Private Bank August 2008 - Present
Bear Stearns June 2007 - August 2007
Towers Perrin 2003 - 2006
Education
Columbia University - Columbia Business School 2006 — 2008
MBA
University of Michigan 1999 — 2003
BA, Economics
Beachwood High School
Ann Marie Borelli's Bear Stearns Experience 1984 - 1985
Job Owner, KnowledgeConnect
Industry Information Technology and Services
Experience
KnowledgeConnect VP and Service Director Best Practices ServiceGartner Group1991 - 1999
Otis Elevator 1990 - 1991
Standard & Poors/McGraw-Hill 1985 - 1990
Bear Stearns 1984 - 1985
Skills
PCI DSS, Information Security, Information Security..., Security, Computer Security, IT Strategy, Vendor Management, CISSP, Program Management, Data Center, Business Continuity, IT Management, Risk Management, Disaster Recovery, Governance, Process Improvement, Business Analysis, Network Security, Infrastructure, Firewalls, Cloud Computing, Penetration Testing, Enterprise Architecture, ITIL, Vulnerability Assessment, Computer Forensics, IT Audit, Information Technology, Risk Assessment, Project Management, Security Audits, ISO 27001, Identity Management
Education
Connecticut College
BA, Economics and Computer Science
The University of Connecticut School of Business
MBA, Finance
KnowledgeConnect VP and Service Director Best Practices ServiceGartner Group1991 - 1999
Otis Elevator 1990 - 1991
Standard & Poors/McGraw-Hill 1985 - 1990
Bear Stearns 1984 - 1985
Skills
PCI DSS, Information Security, Information Security..., Security, Computer Security, IT Strategy, Vendor Management, CISSP, Program Management, Data Center, Business Continuity, IT Management, Risk Management, Disaster Recovery, Governance, Process Improvement, Business Analysis, Network Security, Infrastructure, Firewalls, Cloud Computing, Penetration Testing, Enterprise Architecture, ITIL, Vulnerability Assessment, Computer Forensics, IT Audit, Information Technology, Risk Assessment, Project Management, Security Audits, ISO 27001, Identity Management
Education
Connecticut College
BA, Economics and Computer Science
The University of Connecticut School of Business
MBA, Finance
Chendao [CD] Lin's Bear Stearns Experience 1997 - 2001
Job Risk Management at Hartford Investment Management Company (HIMCO)
Industry Investment Management
Experience
Hartford Investment Management Company (HIMCO) March 2011 - Present
RBC Capital Markets 2001 - 2011
Bear Stearns 1997 - 2001
Skills
Market Risk, Fixed Income, Derivatives, Equities, Trading, Equity Derivatives, Risk Management, Hedge Funds, Capital Markets
Education
Columbia University in the City of New York
Massachusetts Institute of Technology
Hartford Investment Management Company (HIMCO) March 2011 - Present
RBC Capital Markets 2001 - 2011
Bear Stearns 1997 - 2001
Skills
Market Risk, Fixed Income, Derivatives, Equities, Trading, Equity Derivatives, Risk Management, Hedge Funds, Capital Markets
Education
Columbia University in the City of New York
Massachusetts Institute of Technology
Jeff Tuller's Bear Stearns Experience 1991 - 1995
Job COO at Impact Alpha
Industry Capital Markets
Experience
Impact Alpha September 2014 - Present
Mission Markets LLC March 2010 - September 2013
socialmarkets.org March 2007 - March 2010
The Atlantic Philanthropies November 2004 - August 2005
State Street Bank - Princeton Financial 1995 - 1999
Bear Stearns 1991 - 1995
Skills
Social Entrepreneurship, Public Policy, Corporate Social..., Financial Analysis, Non-profits, Philanthropy, Nonprofits, Fundraising, Start-ups
Education
New York University 2002 — 2004
MPA, Public Policy & Admin
University of New Hampshire 1988 — 1990
MS, Computer Sciences
Cornell University 1981 — 1985
Impact Alpha September 2014 - Present
Mission Markets LLC March 2010 - September 2013
socialmarkets.org March 2007 - March 2010
The Atlantic Philanthropies November 2004 - August 2005
State Street Bank - Princeton Financial 1995 - 1999
Bear Stearns 1991 - 1995
Skills
Social Entrepreneurship, Public Policy, Corporate Social..., Financial Analysis, Non-profits, Philanthropy, Nonprofits, Fundraising, Start-ups
Education
New York University 2002 — 2004
MPA, Public Policy & Admin
University of New Hampshire 1988 — 1990
MS, Computer Sciences
Cornell University 1981 — 1985
Constantin Adam's Bear Stearns Experience February 2007 - June 2008
Job Research Staff Member at IBM
Industry Research
Experience
IBM Research July 2012 - Present
JPMorgan 2008 - June 2012
Bear Stearns February 2007 - June 2008
IBM Research 2005 - 2007
xbind, inc 1998 - 2003
Columbia University, Center for Telecommunications Research 1996 - 1998
Skills
Risk Management
Education
1991 — 1996
Columbia University in the City of New York
MSc, Electrical Engineering
KTH Royal Institute of Technology
PhD, Electrical Engineering
IBM Research July 2012 - Present
JPMorgan 2008 - June 2012
Bear Stearns February 2007 - June 2008
IBM Research 2005 - 2007
xbind, inc 1998 - 2003
Columbia University, Center for Telecommunications Research 1996 - 1998
Skills
Risk Management
Education
1991 — 1996
Columbia University in the City of New York
MSc, Electrical Engineering
KTH Royal Institute of Technology
PhD, Electrical Engineering
Judith Flynn's Bear Stearns Experience February 2000 - February 2001
Job Partner at Bryant Park Financial Communications
Industry Public Relations and Communications
Experience
Bryant Park Financial Communications May 2011 - Present
Kreab Gavin Anderson September 2010 - May 2011
JFE Consulting July 2009 - September 2010
Edelman PR October 2003 - June 2009
UBS Securities Co., Ltd February 2001 - May 2003
Bear Stearns February 2000 - February 2001
BBVA 1998 - 1999
Skills
Investor Relations, Corporate Communications, Internal Communications, Strategy, Positioning, Equity Research, Financial Communications, Fixed Income, Crisis Communications, Strategic Communications, Media Relations, Reputation Management, Message Development, Public Affairs, Press Releases, Communication Training, Speech Writing, Public Relations, Thought Leadership, Crisis Management
Education
Columbia University - School of International and Public Affairs
MIA, International Finance and Latin America
Dartmouth College
Bachelor of Arts (B.A.), Latin American Studies / Spanish minor
Bryant Park Financial Communications May 2011 - Present
Kreab Gavin Anderson September 2010 - May 2011
JFE Consulting July 2009 - September 2010
Edelman PR October 2003 - June 2009
UBS Securities Co., Ltd February 2001 - May 2003
Bear Stearns February 2000 - February 2001
BBVA 1998 - 1999
Skills
Investor Relations, Corporate Communications, Internal Communications, Strategy, Positioning, Equity Research, Financial Communications, Fixed Income, Crisis Communications, Strategic Communications, Media Relations, Reputation Management, Message Development, Public Affairs, Press Releases, Communication Training, Speech Writing, Public Relations, Thought Leadership, Crisis Management
Education
Columbia University - School of International and Public Affairs
MIA, International Finance and Latin America
Dartmouth College
Bachelor of Arts (B.A.), Latin American Studies / Spanish minor
Philip Daniels's Bear Stearns Experience July 2000 - May 2008
Job Chief Investment Officer & Founding Partner at Balbec Capital LP, an affiliate of Starwood Capital Group
Industry Financial Services
Experience
Balbec Capital LP, an affiliate of Starwood Capital Group 2010 - Present
JP Morgan June 2008 - September 2009
Bear Stearns July 2000 - May 2008
Education
Columbia University in the City of New York 1996 — 2000
BA, Math / Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course, Math
Balbec Capital LP, an affiliate of Starwood Capital Group 2010 - Present
JP Morgan June 2008 - September 2009
Bear Stearns July 2000 - May 2008
Education
Columbia University in the City of New York 1996 — 2000
BA, Math / Economics
The London School of Economics and Political Science (LSE) 1998 — 1999
General Course, Math
Stuart Milstein's Bear Stearns Experience 1998 - 2000
Job Senior Vice President at Beacon Capital Partners
Industry Real Estate
Experience
Beacon Capital Partners 2010 - Present
Vornado Realty Trust 2002 - 2010
Bear Stearns 1998 - 2000
Education
Columbia University - Columbia Business School
MBA
Yeshiva University
Beacon Capital Partners 2010 - Present
Vornado Realty Trust 2002 - 2010
Bear Stearns 1998 - 2000
Education
Columbia University - Columbia Business School
MBA
Yeshiva University
Margaret Rodriguez's Bear Stearns Experience January 1989 - July 1992
Job Engineer III Specialist at Verizon Wireless
Industry Wireless
Experience
Verizon Wireless July 2015 - Present
Verizon Wireless 1995 - July 2015
Bear Stearns January 1989 - July 1992
The Equitable 1985 - 1988
Skills
Wireless, VoIP, Telecommunications, MPLS, Network Design, Switches, Wireless Networking, WAN, IP, Cisco Technologies, T1, Network Engineering, Computer Network..., Frame Relay, Cellular Communications
Education
Columbia University in the City of New York 1979 — 1980
Strayer University
Verizon Wireless July 2015 - Present
Verizon Wireless 1995 - July 2015
Bear Stearns January 1989 - July 1992
The Equitable 1985 - 1988
Skills
Wireless, VoIP, Telecommunications, MPLS, Network Design, Switches, Wireless Networking, WAN, IP, Cisco Technologies, T1, Network Engineering, Computer Network..., Frame Relay, Cellular Communications
Education
Columbia University in the City of New York 1979 — 1980
Strayer University
Laura Clifford's Bear Stearns Experience 1988 - 1993
Job Chairman of the Board at Clinica Esperanza/Hope Clinic
Industry Internet
Experience
Clinica Esperanza/Hope Clinic 2013 - Present
Simplink Corp 2004 - 2011
Daniels & Associates 1993 - 2001
Bear Stearns 1988 - 1993
Skills
Entrepreneurship, New Business Development, Business Strategy, Digital Media, Start-ups, Strategic Partnerships, Marketing Strategy, Product Management, Strategic Planning, Marketing, E-commerce, Investments, Management, Mergers & Acquisitions, Private Equity, Telecommunications, Sales, Mobile Applications
Education
Columbia University - Columbia Business School 1983 — 1985
MBA
Harvard University 1979 — 1981
AB, Economics
Clinica Esperanza/Hope Clinic 2013 - Present
Simplink Corp 2004 - 2011
Daniels & Associates 1993 - 2001
Bear Stearns 1988 - 1993
Skills
Entrepreneurship, New Business Development, Business Strategy, Digital Media, Start-ups, Strategic Partnerships, Marketing Strategy, Product Management, Strategic Planning, Marketing, E-commerce, Investments, Management, Mergers & Acquisitions, Private Equity, Telecommunications, Sales, Mobile Applications
Education
Columbia University - Columbia Business School 1983 — 1985
MBA
Harvard University 1979 — 1981
AB, Economics
Ming Chiu's Bear Stearns Experience April 2007 - March 2008
Job Vice President at AIG
Industry Financial Services
Experience
AIG March 2015 - Present
AIG September 2012 - Present
AIG SunAmerica December 2010 - August 2012
Coventry Capital August 2009 - June 2010
JP Morgan March 2008 - August 2009
Bear Stearns April 2007 - March 2008
The Hartford May 2005 - April 2007
Towers Perrin September 2002 - April 2005
Skills
Derivatives, Financial Modeling, ALM, Fixed Income, Investments, Risk Management, Actuarial Science, Quantitative Finance, Valuation, Quantitative Analytics, Financial Engineering, Enterprise Risk...
Education
Columbia University - Columbia Business School 2014 — 2014
Driving Strategic Impact
Columbia University - Columbia Business School 2013 — 2013
Personal Leadership (Executive) Program and Leadership Essentials
Columbia University in the City of New York 2006 — 2012
Master of Science (MS), Methods of Finance
Harvard Business School 2009 — 2009
Executive Program, Private Equity and Venture Capital
Trinity University 1997 — 1999
Bachelor of Science (BSc), Mathematics and Computer Science, Summa Cum Laude
AIG March 2015 - Present
AIG September 2012 - Present
AIG SunAmerica December 2010 - August 2012
Coventry Capital August 2009 - June 2010
JP Morgan March 2008 - August 2009
Bear Stearns April 2007 - March 2008
The Hartford May 2005 - April 2007
Towers Perrin September 2002 - April 2005
Skills
Derivatives, Financial Modeling, ALM, Fixed Income, Investments, Risk Management, Actuarial Science, Quantitative Finance, Valuation, Quantitative Analytics, Financial Engineering, Enterprise Risk...
Education
Columbia University - Columbia Business School 2014 — 2014
Driving Strategic Impact
Columbia University - Columbia Business School 2013 — 2013
Personal Leadership (Executive) Program and Leadership Essentials
Columbia University in the City of New York 2006 — 2012
Master of Science (MS), Methods of Finance
Harvard Business School 2009 — 2009
Executive Program, Private Equity and Venture Capital
Trinity University 1997 — 1999
Bachelor of Science (BSc), Mathematics and Computer Science, Summa Cum Laude
Tim Lee's Bear Stearns Experience 2006 - 2006
Job Founder, CIO at Glendorn Capital Management LLC
Industry Investment Management
Experience
Glendorn Capital Management LLC January 2013 - Present
Vegasoul LLC January 2010 - January 2013
Olympia Capital Management September 2006 - January 2010
Bear Stearns 2006 - 2006
Conquest Capital Group 2003 - 2006
Julius Baer Investment Management 2001 - 2003
Graham Capital Management, L.P. 1998 - 2001
Stonebrook Capital Management 1993 - 1998
Moore Capital Management 1991 - 1993
Niederhoffer Investments 1988 - 1991
Education
Columbia University in the City of New York 1986 — 1990
BS, Operations Research
Freehold Twp HS 1982 — 1986
1986
Glendorn Capital Management LLC January 2013 - Present
Vegasoul LLC January 2010 - January 2013
Olympia Capital Management September 2006 - January 2010
Bear Stearns 2006 - 2006
Conquest Capital Group 2003 - 2006
Julius Baer Investment Management 2001 - 2003
Graham Capital Management, L.P. 1998 - 2001
Stonebrook Capital Management 1993 - 1998
Moore Capital Management 1991 - 1993
Niederhoffer Investments 1988 - 1991
Education
Columbia University in the City of New York 1986 — 1990
BS, Operations Research
Freehold Twp HS 1982 — 1986
1986
David Sher's Bear Stearns Experience 1991 - 1997
Job CEO Greenbacker Capital Management
Industry Renewables & Environment
Experience
Greenbacker Group, LLC February 2011 - Present
Prospect Capital June 2009 - January 2011
ESP Technologies May 2002 - May 2009
ElephantX dot com April 1999 - May 2002
Lafayette Capital Management February 1997 - July 2000
Bear Stearns 1991 - 1997
Skills
Hedge Funds, Equities, Cleantech, Trading, Venture Capital, Private Equity, Series 7, Options, Clean Technology, Electronic Trading, Private Placements, Corporate Development, Angel Investing, Business Development, Venture Financing, Capital Raising, Derivatives, Alternative Energy, Trading Systems, Financial Markets, Series 63, Investments, Joint Ventures, Portfolio Management, Renewable Energy, Securities, Solar Energy
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, International Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1987
BA, Political Science
Verona High School
High School Diploma
Greenbacker Group, LLC February 2011 - Present
Prospect Capital June 2009 - January 2011
ESP Technologies May 2002 - May 2009
ElephantX dot com April 1999 - May 2002
Lafayette Capital Management February 1997 - July 2000
Bear Stearns 1991 - 1997
Skills
Hedge Funds, Equities, Cleantech, Trading, Venture Capital, Private Equity, Series 7, Options, Clean Technology, Electronic Trading, Private Placements, Corporate Development, Angel Investing, Business Development, Venture Financing, Capital Raising, Derivatives, Alternative Energy, Trading Systems, Financial Markets, Series 63, Investments, Joint Ventures, Portfolio Management, Renewable Energy, Securities, Solar Energy
Education
Columbia University - School of International and Public Affairs 1989 — 1991
MIA, International Finance
Rutgers, The State University of New Jersey-New Brunswick 1982 — 1987
BA, Political Science
Verona High School
High School Diploma
Michael Baumstein's Bear Stearns Experience January 2001 - December 2003
Job Managing Director at Babson Capital Management
Industry Insurance
Experience
Babson Capital Management September 2013 - Present
Scottish Re March 2004 - September 2013
Bear Stearns January 2001 - December 2003
Prudential Securities January 2000 - December 2000
Scudder Investments March 1994 - January 1998
Skills
Capital Markets, Fixed Income, Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Investments, Structured Finance, Asset Managment, Risk Management, Alternative Investments, Hedge Funds, Corporate Finance, Insurance, Due Diligence, Securities, Financial Reporting, Corporate Development, Derivatives, Mergers
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance, General
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
High School
High School
Babson Capital Management September 2013 - Present
Scottish Re March 2004 - September 2013
Bear Stearns January 2001 - December 2003
Prudential Securities January 2000 - December 2000
Scudder Investments March 1994 - January 1998
Skills
Capital Markets, Fixed Income, Valuation, Portfolio Management, Financial Modeling, Financial Analysis, Investments, Structured Finance, Asset Managment, Risk Management, Alternative Investments, Hedge Funds, Corporate Finance, Insurance, Due Diligence, Securities, Financial Reporting, Corporate Development, Derivatives, Mergers
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance, General
Rutgers University-New Brunswick 1989 — 1993
BA, Economics
High School
High School
Jenny Klitenic's Bear Stearns Experience October 2005 - May 2008
Job Senior Manager, Market Research at Forest Laboratories
Industry Pharmaceuticals
Experience
Forest Laboratories April 2009 - Present
JP Morgan June 2008 - April 2009
Bear Stearns October 2005 - May 2008
Leerink Swann May 2005 - September 2005
Datamonitor June 2002 - May 2005
Pfizer May 2001 - May 2002
The Lewin Group 1998 - 2000
Education
Columbia University - School of International and Public Affairs 2000 — 2002
MPA, Health Policy
The Johns Hopkins University 1994 — 1998
BA, Public Health
Forest Laboratories April 2009 - Present
JP Morgan June 2008 - April 2009
Bear Stearns October 2005 - May 2008
Leerink Swann May 2005 - September 2005
Datamonitor June 2002 - May 2005
Pfizer May 2001 - May 2002
The Lewin Group 1998 - 2000
Education
Columbia University - School of International and Public Affairs 2000 — 2002
MPA, Health Policy
The Johns Hopkins University 1994 — 1998
BA, Public Health
Arun Subbiah's Bear Stearns Experience June 2007 - August 2007
Job Executive Director, Structured Products Modeling at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2014 - Present
Morgan Stanley June 2011 - December 2013
Morgan Stanley January 2011 - June 2011
Morgan Stanley September 2008 - December 2010
Cornell University August 2002 - July 2008
Bear Stearns June 2007 - August 2007
Education
Cornell University 2007 — 2008
M.Eng, Financial engineering
Cornell University 2002 — 2008
PhD, Applied Mechanics
Indian Institute of Technology, Madras 1998 — 2002
B.Tech, Mechanical Engineering
Morgan Stanley January 2014 - Present
Morgan Stanley June 2011 - December 2013
Morgan Stanley January 2011 - June 2011
Morgan Stanley September 2008 - December 2010
Cornell University August 2002 - July 2008
Bear Stearns June 2007 - August 2007
Education
Cornell University 2007 — 2008
M.Eng, Financial engineering
Cornell University 2002 — 2008
PhD, Applied Mechanics
Indian Institute of Technology, Madras 1998 — 2002
B.Tech, Mechanical Engineering
Nick Baughan's Bear Stearns Experience 1994 - 1996
Job Managing Member at Marks Baughan & Co.
Industry Investment Banking
Experience
Pro Bono Net June 2012 - Present
Marks Baughan & Co. January 2004 - Present
Credit Suisse First Boston 2000 - 2003
Thomas Weisel Partners 1999 - 2000
Salomon Smith Barney 1996 - 1999
Bear Stearns 1994 - 1996
Skills
Non-profits, Mergers, Investment Banking, Corporate Finance, Venture Capital, Mergers & Acquisitions, Nonprofits, Finance, Start-ups, M&A experience, Management, Corporate Development, Private Placements, IPO, Business Strategy, Private Equity, Due Diligence, Capital Markets, Securities, Executive Management, Joint Ventures, Equities, Corporate Governance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Columbia University in the City of New York 1986 — 1990
BA, History
Pro Bono Net June 2012 - Present
Marks Baughan & Co. January 2004 - Present
Credit Suisse First Boston 2000 - 2003
Thomas Weisel Partners 1999 - 2000
Salomon Smith Barney 1996 - 1999
Bear Stearns 1994 - 1996
Skills
Non-profits, Mergers, Investment Banking, Corporate Finance, Venture Capital, Mergers & Acquisitions, Nonprofits, Finance, Start-ups, M&A experience, Management, Corporate Development, Private Placements, IPO, Business Strategy, Private Equity, Due Diligence, Capital Markets, Securities, Executive Management, Joint Ventures, Equities, Corporate Governance
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA
Columbia University in the City of New York 1986 — 1990
BA, History
Kristen Haupert's Bear Stearns Experience 2007 - 2008
Job Executive Director at JP Morgan
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JP Morgan January 2010 - February 2014
JP Morgan July 2007 - January 2011
Bear Stearns 2007 - 2008
Federal Reserve System 2001 - 2005
Skills
Prime Brokerage, Series 7, Series 63, Swaps, Equity Derivatives, Securities, Equities
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance and Economics
Duke University 1997 — 2000
BS, Economics
JPMorgan Chase February 2014 - Present
JP Morgan January 2010 - February 2014
JP Morgan July 2007 - January 2011
Bear Stearns 2007 - 2008
Federal Reserve System 2001 - 2005
Skills
Prime Brokerage, Series 7, Series 63, Swaps, Equity Derivatives, Securities, Equities
Education
Columbia University - Columbia Business School 2005 — 2007
MBA, Finance and Economics
Duke University 1997 — 2000
BS, Economics
Ted Bronstein, CFA's Bear Stearns Experience October 2000 - February 2002
Job VP Senior Credit Analyst at Sterling National Bank
Industry Investment Management
Experience
Sterling National Bank July 2012 - Present
AIG Asset Management Group 2006 - July 2012
First Investors Management Company June 2002 - January 2006
Bear Stearns October 2000 - February 2002
Eastbridge Partners LP 1999 - 2000
DLJ 1992 - 1997
Skills
Trading, Relative Value, Asset Management, Fixed Income, Investments, Bonds, Series 7, Credit, Debt, High Yield, Credit Analysis, Bloomberg, Due Diligence, Industry Analysis, Portfolio Management, Insurance, Asset Managment, Hedge Funds, Capital Markets
Education
Georgetown University - The McDonough School of Business 1997 — 1999
MBA, Finance
Columbia University in the City of New York 1988 — 1992
BA, Economics
Sterling National Bank July 2012 - Present
AIG Asset Management Group 2006 - July 2012
First Investors Management Company June 2002 - January 2006
Bear Stearns October 2000 - February 2002
Eastbridge Partners LP 1999 - 2000
DLJ 1992 - 1997
Skills
Trading, Relative Value, Asset Management, Fixed Income, Investments, Bonds, Series 7, Credit, Debt, High Yield, Credit Analysis, Bloomberg, Due Diligence, Industry Analysis, Portfolio Management, Insurance, Asset Managment, Hedge Funds, Capital Markets
Education
Georgetown University - The McDonough School of Business 1997 — 1999
MBA, Finance
Columbia University in the City of New York 1988 — 1992
BA, Economics
Will Paolino's Bear Stearns Experience 2007 - 2008
Job
Industry Investment Management
Experience
Manulife Asset Management / Declaration Management & Research Managing Director / 1st VP - Commercial Real Estate/CMBS & Co-Head Securitized Investment ResearchManulife Asset Management / Declaration Management & Research2008 - Present
Bear Stearns 2007 - 2008
Declaration Management & Research 2000 - 2006
Hancock Natural Resource Group (HNRG) 1999 - 2000
John Hancock 1997 - 2000
John Hancock 1998 - 1999
John Hancock 1997 - 1998
Ernst & Young 1996 - 1997
Fleet Financial Group (Bank of America) 1995 - 1996
Skills
Finance, Valuation, Asset Management, Portfolio Management, Financial Analysis, Investments, Securities, Loans, Credit, Securitization, Credit Analysis, Investment Properties, MBS, Private Equity, Banking, Investment Management, Real Estate, CMBS, Analysis, Credit Risk, Equities, Investment Banking, Financial Structuring, CDO, Mergers & Acquisitions, Bonds, Asset Managment, Leveraged Finance, Commercial Real Estate, Structured Finance, Capital Markets, Commercial Mortgages
Education
Columbia University in the City of New York 2006 — 2007
Masters in Real Estate Developement
The University of Connecticut School of Law 1992 — 1996
Doctor of Law (JD)
The University of Connecticut School of Business 1993 — 1995
Master of Business Administration (MBA)
Syracuse University 1988 — 1992
BS in Finance
Manulife Asset Management / Declaration Management & Research Managing Director / 1st VP - Commercial Real Estate/CMBS & Co-Head Securitized Investment ResearchManulife Asset Management / Declaration Management & Research2008 - Present
Bear Stearns 2007 - 2008
Declaration Management & Research 2000 - 2006
Hancock Natural Resource Group (HNRG) 1999 - 2000
John Hancock 1997 - 2000
John Hancock 1998 - 1999
John Hancock 1997 - 1998
Ernst & Young 1996 - 1997
Fleet Financial Group (Bank of America) 1995 - 1996
Skills
Finance, Valuation, Asset Management, Portfolio Management, Financial Analysis, Investments, Securities, Loans, Credit, Securitization, Credit Analysis, Investment Properties, MBS, Private Equity, Banking, Investment Management, Real Estate, CMBS, Analysis, Credit Risk, Equities, Investment Banking, Financial Structuring, CDO, Mergers & Acquisitions, Bonds, Asset Managment, Leveraged Finance, Commercial Real Estate, Structured Finance, Capital Markets, Commercial Mortgages
Education
Columbia University in the City of New York 2006 — 2007
Masters in Real Estate Developement
The University of Connecticut School of Law 1992 — 1996
Doctor of Law (JD)
The University of Connecticut School of Business 1993 — 1995
Master of Business Administration (MBA)
Syracuse University 1988 — 1992
BS in Finance
Traci Creange's Bear Stearns Experience 2002 - 2007
Job Senior Vice President Credit Trading at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company May 2008 - Present
Bear Stearns 2002 - 2007
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
mba, finance
Columbia University in the City of New York
BA, Psychology
Jefferies & Company May 2008 - Present
Bear Stearns 2002 - 2007
Education
New York University - Leonard N. Stern School of Business 2000 — 2002
mba, finance
Columbia University in the City of New York
BA, Psychology
Cindy Luzcando-Herron's Bear Stearns Experience 2006 - 2008
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2008 - April 2014
Bear Stearns 2006 - 2008
Lehman Brothers 2002 - 2006
Lehman Brothers 2000 - 2002
JP Morgan Chase June 1999 - September 2000
JPMorgan Chase 1998 - 1998
Skills
Languages: Spanish..., Account Reconciliation, Analysis, Analytics, Asset Management, Banking, Bloomberg, Business Analysis, Budgets, Business Planning, Capital Markets, Corporate Finance, Credit Derivatives, Credit, Cross-functional Team..., Derivatives, Due Diligence, Equities, Equity Derivatives, Executive Management, FX Options, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Internal Audit, Internal Controls, Investment Banking, Investments, Loans, Portfolio Management, Prime Brokerage, Private Equity, Product Control, Project Management, Risk Management, Strategic Financial..., Training, Valuation
Education
Columbia University in the City of New York 1995 — 1999
Bachelor of Arts (B.A.), Economics, 3.5
Credit Suisse July 2008 - April 2014
Bear Stearns 2006 - 2008
Lehman Brothers 2002 - 2006
Lehman Brothers 2000 - 2002
JP Morgan Chase June 1999 - September 2000
JPMorgan Chase 1998 - 1998
Skills
Languages: Spanish..., Account Reconciliation, Analysis, Analytics, Asset Management, Banking, Bloomberg, Business Analysis, Budgets, Business Planning, Capital Markets, Corporate Finance, Credit Derivatives, Credit, Cross-functional Team..., Derivatives, Due Diligence, Equities, Equity Derivatives, Executive Management, FX Options, Finance, Financial Analysis, Financial Risk, Financial Services, Fixed Income, Internal Audit, Internal Controls, Investment Banking, Investments, Loans, Portfolio Management, Prime Brokerage, Private Equity, Product Control, Project Management, Risk Management, Strategic Financial..., Training, Valuation
Education
Columbia University in the City of New York 1995 — 1999
Bachelor of Arts (B.A.), Economics, 3.5
Erwin Cabrera's Bear Stearns Experience 1990 - 1992
Job Senior Staff Software Engineer at Intel Corporation
Industry Electrical/Electronic Manufacturing
Experience
Intel Corporation February 2013 - Present
Motorola May 2004 - February 2013
Lucent Technologies June 1996 - May 2004
Bear Stearns 1990 - 1992
Bear Stearns & Company 1988 - 1990
Bear Stearns & Company 1988 - 1990
Bear Stearns & Company 1988 - 1990
Skills
Embedded Systems, Embedded Software, ClearCase, C, Debugging, RTOS, LTE, C++, Device Drivers, Software Engineering, Perl, Wireless, Unix, Software Development, GSM, UMTS, Linux, Android, TCP/IP, CDMA, Embedded Linux
Education
DePaul University 1986 — 1990
MS, Computer Science
Cornell College 1982 — 1986
BA, Biology, Computer Science
Intel Corporation February 2013 - Present
Motorola May 2004 - February 2013
Lucent Technologies June 1996 - May 2004
Bear Stearns 1990 - 1992
Bear Stearns & Company 1988 - 1990
Bear Stearns & Company 1988 - 1990
Bear Stearns & Company 1988 - 1990
Skills
Embedded Systems, Embedded Software, ClearCase, C, Debugging, RTOS, LTE, C++, Device Drivers, Software Engineering, Perl, Wireless, Unix, Software Development, GSM, UMTS, Linux, Android, TCP/IP, CDMA, Embedded Linux
Education
DePaul University 1986 — 1990
MS, Computer Science
Cornell College 1982 — 1986
BA, Biology, Computer Science
Pamela Brill, CFA's Bear Stearns Experience October 1986 - October 1988
Job Vice President, Structured Products at AIG Asset Management
Industry Investment Management
Experience
AIG Asset Management 2009 - Present
Allstate Investments September 2006 - March 2009
AIG Global Investment Group May 2000 - September 2006
New York Life June 1997 - May 2000
RBS Greenwich Capital October 1988 - June 1997
Bear Stearns October 1986 - October 1988
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Columbia University in the City of New York 1978 — 1982
AIG Asset Management 2009 - Present
Allstate Investments September 2006 - March 2009
AIG Global Investment Group May 2000 - September 2006
New York Life June 1997 - May 2000
RBS Greenwich Capital October 1988 - June 1997
Bear Stearns October 1986 - October 1988
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Columbia University in the City of New York 1978 — 1982
Andrés Dallal's Bear Stearns Experience 2006 - 2007
Job Vice President at W. P. Carey Inc.
Industry Financial Services
Experience
W. P. Carey Inc. January 2013 - Present
Credit Suisse Securities USA, LLC June 2010 - December 2012
Oliver Wyman Financial Services September 2009 - May 2010
Cornell University January 2009 - August 2009
Real Estate DevelopmentCADCO Corp January 2005 - January 2009
Goldman, Sachs & Co June 2008 - August 2008
Bear Stearns 2006 - 2007
Skills
Analytics, Project Management, Microsoft Excel, Fixed Income, Investments, Finance, Banking, Financial Risk, Financial Modeling, Credit, Financial Analysis, Structured Products, Management, Bonds, Data Analysis, Financial Structuring
Education
Cornell University 2006 — 2009
B.A., Philosophy / Economics
Cornell University 2006 — 2009
B.A, Economics and Philosophy
The Sorbonne University 2006 — 2006
French Language and Literature
Scarsdale High School 2000 — 2004
W. P. Carey Inc. January 2013 - Present
Credit Suisse Securities USA, LLC June 2010 - December 2012
Oliver Wyman Financial Services September 2009 - May 2010
Cornell University January 2009 - August 2009
Real Estate DevelopmentCADCO Corp January 2005 - January 2009
Goldman, Sachs & Co June 2008 - August 2008
Bear Stearns 2006 - 2007
Skills
Analytics, Project Management, Microsoft Excel, Fixed Income, Investments, Finance, Banking, Financial Risk, Financial Modeling, Credit, Financial Analysis, Structured Products, Management, Bonds, Data Analysis, Financial Structuring
Education
Cornell University 2006 — 2009
B.A., Philosophy / Economics
Cornell University 2006 — 2009
B.A, Economics and Philosophy
The Sorbonne University 2006 — 2006
French Language and Literature
Scarsdale High School 2000 — 2004
Elisa Fung's Bear Stearns Experience June 2007 - August 2007
Job Associate at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan July 2011 - Present
J.P. Morgan July 2008 - June 2011
Bear Stearns June 2007 - August 2007
Education
Columbia University in the City of New York 2004 — 2008
Bachelor of Science (B.S.), Biomedical/Medical Engineering
J.P. Morgan July 2011 - Present
J.P. Morgan July 2008 - June 2011
Bear Stearns June 2007 - August 2007
Education
Columbia University in the City of New York 2004 — 2008
Bachelor of Science (B.S.), Biomedical/Medical Engineering
Jane Dean's Bear Stearns Experience 2004 - 2008
Job Vice President at AQR Capital Management
Industry Public Relations and Communications
Experience
AQR Capital Management March 2013 - Present
Knight Capital Group July 2008 - Present
Bear Stearns 2004 - 2008
Morgan Stanley July 2000 - October 2004
Education
Loyola University Maryland 1996 — 2000
Columbia University in the City of New York
Master of Science (MS), Strategic Communications
AQR Capital Management March 2013 - Present
Knight Capital Group July 2008 - Present
Bear Stearns 2004 - 2008
Morgan Stanley July 2000 - October 2004
Education
Loyola University Maryland 1996 — 2000
Columbia University in the City of New York
Master of Science (MS), Strategic Communications
Edward Horn's Bear Stearns Experience 1994 - September 1999
Job Vice President at J.P. Morgan
Industry Computer Software
Experience
J.P. Morgan April 2014 - Present
Nuptial Images January 2005 - Present
Siemens Industry US June 2012 - January 2014
JPMorgan Chase June 2011 - January 2012
Bloomberg June 2008 - June 2011
Goldman Sachs September 1999 - April 2002
Bear Stearns 1994 - September 1999
IBM September 1992 - September 1994
Skills
C++, Fixed Income, Embedded Systems, Object Oriented Design, Java, Portrait Photography, Weddings, Architectural..., Large Scale Systems, Distributed Systems, Wedding Photography, Black & White, CMO, Financial Systems Design, Software Engineering, Railroad Engineering, User Interface, Training, Game Design, JavaScript, Software Architectural..., board game design, Residential Mortgages
Education
Columbia University in the City of New York 1975 — 1990
Computer Sciece
J.P. Morgan April 2014 - Present
Nuptial Images January 2005 - Present
Siemens Industry US June 2012 - January 2014
JPMorgan Chase June 2011 - January 2012
Bloomberg June 2008 - June 2011
Goldman Sachs September 1999 - April 2002
Bear Stearns 1994 - September 1999
IBM September 1992 - September 1994
Skills
C++, Fixed Income, Embedded Systems, Object Oriented Design, Java, Portrait Photography, Weddings, Architectural..., Large Scale Systems, Distributed Systems, Wedding Photography, Black & White, CMO, Financial Systems Design, Software Engineering, Railroad Engineering, User Interface, Training, Game Design, JavaScript, Software Architectural..., board game design, Residential Mortgages
Education
Columbia University in the City of New York 1975 — 1990
Computer Sciece
Anton Marchuk's Bear Stearns Experience April 2007 - March 2008
Job Financial Risk Management at Fidelity Investments
Industry Financial Services
Experience
Fidelity Investments March 2008 - Present
Bear Stearns April 2007 - March 2008
Morgan Stanley May 2000 - March 2007
Charles Schwab 1999 - 1999
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Risk Management, Equities, Investment Banking, Hedging, Alternative Investments, Derivatives, Options, Portfolio Management, Equity Derivatives, Financial Markets, Series 7, Trading Systems, Market Risk, Capital Markets, Series 63, Financial Risk, Securities Lending, Fund Of Funds, Quantitative Finance, Trading Strategies, Series 24, Series 27
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Financial Instruments
Columbia University in the City of New York 1996 — 2000
Bachelor of Science, Computer Science / Economics
Fidelity Investments March 2008 - Present
Bear Stearns April 2007 - March 2008
Morgan Stanley May 2000 - March 2007
Charles Schwab 1999 - 1999
Skills
Fixed Income, Hedge Funds, Prime Brokerage, Risk Management, Equities, Investment Banking, Hedging, Alternative Investments, Derivatives, Options, Portfolio Management, Equity Derivatives, Financial Markets, Series 7, Trading Systems, Market Risk, Capital Markets, Series 63, Financial Risk, Securities Lending, Fund Of Funds, Quantitative Finance, Trading Strategies, Series 24, Series 27
Education
New York University - Leonard N. Stern School of Business 2003 — 2006
MBA, Financial Instruments
Columbia University in the City of New York 1996 — 2000
Bachelor of Science, Computer Science / Economics
Erich Bluhm's Bear Stearns Experience 2005 - 2007
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs May 2007 - Present
Bear Stearns 2005 - 2007
Morgan Stanley 1999 - 2005
Skills
Banking, Capital Markets, Equity Capital Markets
Education
Columbia University - School of International and Public Affairs 1993 — 1995
Masters Degree
University of California, Davis 1988 — 1993
Bachelors Degree
Goldman Sachs May 2007 - Present
Bear Stearns 2005 - 2007
Morgan Stanley 1999 - 2005
Skills
Banking, Capital Markets, Equity Capital Markets
Education
Columbia University - School of International and Public Affairs 1993 — 1995
Masters Degree
University of California, Davis 1988 — 1993
Bachelors Degree
Allen Weingarten's Bear Stearns Experience June 2005 - June 2008
Job General Counsel at Stone Key Group LLC, Stone Key Partners LLC and Stone Key Securities LLC
Industry Investment Banking
Experience
Stone Key Group LLC August 2009 - Present
JPMorgan Chase June 2008 - August 2009
Bear Stearns June 2005 - June 2008
Morrison & Foerster LLP February 1998 - June 2005
Skadden Arps September 1979 - February 1998
Skills
Mergers, Private Equity, Investment Banking, Business Strategy
Education
Harvard Law School 1976 — 1979
J.D.
Columbia University in the City of New York 1972 — 1976
Bachelor's degree, History and Economics
Spring Valley Senior High 1969 — 1972
Stone Key Group LLC August 2009 - Present
JPMorgan Chase June 2008 - August 2009
Bear Stearns June 2005 - June 2008
Morrison & Foerster LLP February 1998 - June 2005
Skadden Arps September 1979 - February 1998
Skills
Mergers, Private Equity, Investment Banking, Business Strategy
Education
Harvard Law School 1976 — 1979
J.D.
Columbia University in the City of New York 1972 — 1976
Bachelor's degree, History and Economics
Spring Valley Senior High 1969 — 1972
Nathalie ten Oever's Bear Stearns Experience January 2004 - October 2008
Job at
Industry Investment Banking
Experience
HSBC Global Banking and Markets October 2013 - Present
JPMorgan Chase November 2012 - October 2013
J.P. Morgan Chase & Co. (f/k/a Bear Stearns Companies, Inc.) October 2008 - November 2012
Bear Stearns January 2004 - October 2008
Skills
Financial Services, Fixed Income, KYC, Process Improvement, Prime Brokerage, Equities, Securities, Derivatives
Education
Columbia University in the City of New York 1998 — 2000
Master's degree, Advanced Management Techniques
New York University 1992 — 1996
HSBC Global Banking and Markets October 2013 - Present
JPMorgan Chase November 2012 - October 2013
J.P. Morgan Chase & Co. (f/k/a Bear Stearns Companies, Inc.) October 2008 - November 2012
Bear Stearns January 2004 - October 2008
Skills
Financial Services, Fixed Income, KYC, Process Improvement, Prime Brokerage, Equities, Securities, Derivatives
Education
Columbia University in the City of New York 1998 — 2000
Master's degree, Advanced Management Techniques
New York University 1992 — 1996
Bill Chisarick, CFA, FRM, ERP, CAIA's Bear Stearns Experience February 2008 - August 2008
Job Director, Latam and FICC Risk Management
Industry Financial Services
Experience
Standard Chartered Bank May 2009 - Present
Bear Stearns February 2008 - August 2008
Merrill Lynch September 2000 - January 2008
Deutsche Bank May 1996 - September 2000
NatWest Bank May 1994 - May 1996
Skills
Credit Derivatives, Structured Products, Emerging Markets, Valuation, Risk Management, Fixed Income, FX trading, Dodd-Frank, Commodity Risk..., Synthetic CDOs, Portfolio Management, FX Options, Options, Capital Markets, Financial Risk, Trading, Financial Markets, CDS, Swaps, Market Risk, Quantitative Finance, Equities, Bloomberg, Commodity, Interest Rate Risk..., Investments, Securities, Credit Risk, Trading Systems, Asset Management, Derivatives, Financial Structuring, Interest Rate..., Equity Derivatives, Credit, Hedging, Alternative Investments, Investment Banking, Structured Finance, Hedge Funds, High Yield, Foreign Exchange, CDO, FX Trading, Middle Office
Education
Columbia University in the City of New York 1999 — 1999
Advanced Statistics
New York University 1991 — 1993
MBA, Finance
University of Maryland College Park 1984 — 1989
BS, Finance
Standard Chartered Bank May 2009 - Present
Bear Stearns February 2008 - August 2008
Merrill Lynch September 2000 - January 2008
Deutsche Bank May 1996 - September 2000
NatWest Bank May 1994 - May 1996
Skills
Credit Derivatives, Structured Products, Emerging Markets, Valuation, Risk Management, Fixed Income, FX trading, Dodd-Frank, Commodity Risk..., Synthetic CDOs, Portfolio Management, FX Options, Options, Capital Markets, Financial Risk, Trading, Financial Markets, CDS, Swaps, Market Risk, Quantitative Finance, Equities, Bloomberg, Commodity, Interest Rate Risk..., Investments, Securities, Credit Risk, Trading Systems, Asset Management, Derivatives, Financial Structuring, Interest Rate..., Equity Derivatives, Credit, Hedging, Alternative Investments, Investment Banking, Structured Finance, Hedge Funds, High Yield, Foreign Exchange, CDO, FX Trading, Middle Office
Education
Columbia University in the City of New York 1999 — 1999
Advanced Statistics
New York University 1991 — 1993
MBA, Finance
University of Maryland College Park 1984 — 1989
BS, Finance
Saurav Banerjee CAIA, FRM, MFE's Bear Stearns Experience 2003 - 2006
Job CIOGlobal Portfolio Management Strategy
Industry Financial Services
Experience
Prudential Financial June 2015 - Present
AIG September 2011 - June 2015
Mizuho Corporate Bank February 2009 - August 2011
Meridian Capital Partners 2007 - 2009
Wells Fargo 2006 - 2007
Bear Stearns 2003 - 2006
JPMorgan Chase 1998 - 2003
Skills
Treasury Management, Fixed Income, Hedge Funds, Interest Rate..., Portfolio Management, Equities, FX Options, Trading, Credit Risk, Investment Banking, Financial Risk, Risk Management, Valuation, Financial Structuring
Education
Columbia University - Columbia Business School 1999 — 2000
Finance, Financial Engineering
Rutgers University-New Brunswick 1995 — 1998
BSc, Electrical and Computer Engineering
North Sydney Boys High
Prudential Financial June 2015 - Present
AIG September 2011 - June 2015
Mizuho Corporate Bank February 2009 - August 2011
Meridian Capital Partners 2007 - 2009
Wells Fargo 2006 - 2007
Bear Stearns 2003 - 2006
JPMorgan Chase 1998 - 2003
Skills
Treasury Management, Fixed Income, Hedge Funds, Interest Rate..., Portfolio Management, Equities, FX Options, Trading, Credit Risk, Investment Banking, Financial Risk, Risk Management, Valuation, Financial Structuring
Education
Columbia University - Columbia Business School 1999 — 2000
Finance, Financial Engineering
Rutgers University-New Brunswick 1995 — 1998
BSc, Electrical and Computer Engineering
North Sydney Boys High
Alisa Greenstein's Bear Stearns Experience 2003 - 2004
Job Attorney
Industry Legal Services
Experience
Benjamin N. Cardozo School of Law January 2007 - Present
Aristotle Circle June 2010 - April 2012
Snow Becker Krauss 2008 - 2011
Robinson & Cole LLP 2004 - 2006
Bear Stearns 2003 - 2004
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2001 - 2003
Skills
Legal Writing, Litigation, Legal Research, Corporate Law, Corporate Governance, Public Speaking, Research, Securities, Due Diligence, Social Media
Education
University of Pennsylvania Law School 1998 — 2001
JD
Cornell University 1995 — 1998
BS, Economics
Benjamin N. Cardozo School of Law January 2007 - Present
Aristotle Circle June 2010 - April 2012
Snow Becker Krauss 2008 - 2011
Robinson & Cole LLP 2004 - 2006
Bear Stearns 2003 - 2004
Paul, Weiss, Rifkind, Wharton & Garrison LLP 2001 - 2003
Skills
Legal Writing, Litigation, Legal Research, Corporate Law, Corporate Governance, Public Speaking, Research, Securities, Due Diligence, Social Media
Education
University of Pennsylvania Law School 1998 — 2001
JD
Cornell University 1995 — 1998
BS, Economics
Eva Brezin's Bear Stearns Experience June 1999 - October 2004
Job Investment Vice President at Prudential Financial
Industry Financial Services
Experience
Prudential Financial November 2013 - Present
J.P. Morgan March 2012 - November 2013
BlueMountain Capital Management October 2004 - July 2009
Bear Stearns June 1999 - October 2004
Republic National Bank June 1998 - June 1999
Education
Columbia University in the City of New York 1994 — 1998
BA, Math, Computer Science
Prudential Financial November 2013 - Present
J.P. Morgan March 2012 - November 2013
BlueMountain Capital Management October 2004 - July 2009
Bear Stearns June 1999 - October 2004
Republic National Bank June 1998 - June 1999
Education
Columbia University in the City of New York 1994 — 1998
BA, Math, Computer Science
Phil Dauber's Bear Stearns Experience December 2004 - May 2008
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG 2011 - Present
JPMorgan June 2008 - September 2011
Bear Stearns December 2004 - May 2008
Lehman Brothers September 1987 - November 2004
Skills
Equity Trading, Equities, Electronic Trading, Hedge Funds, Trading Systems, Series 24, Series 7, ETFs, Series 63, Alternative Investments, Equity Research, Fixed Income, Arbitrage, Asset Allocation, Asset Management, Buy-side, Bonds, Capital Markets, Commodity, Credit Derivatives, Derivatives, Emerging Markets, Equity Derivatives, Equity Valuation, FINRA, FX Options, Financial Markets, Financial Modeling, Fund Of Funds, Hedging, Institutional..., High Yield, Investment Banking, Investment Management, Investments, Market Data, Middle Office, Mutual Funds, Prime Brokerage, Portfolio Management, Private Equity, Securities, Proprietary Trading, Swaps, Structured Products, Trading Strategies, Trading, Valuation, Wealth Management
Education
Columbia University - Columbia Business School 1985 — 1987
mba, finance
Princeton University 1979 — 1983
ba, wood row wilson school
BTIG 2011 - Present
JPMorgan June 2008 - September 2011
Bear Stearns December 2004 - May 2008
Lehman Brothers September 1987 - November 2004
Skills
Equity Trading, Equities, Electronic Trading, Hedge Funds, Trading Systems, Series 24, Series 7, ETFs, Series 63, Alternative Investments, Equity Research, Fixed Income, Arbitrage, Asset Allocation, Asset Management, Buy-side, Bonds, Capital Markets, Commodity, Credit Derivatives, Derivatives, Emerging Markets, Equity Derivatives, Equity Valuation, FINRA, FX Options, Financial Markets, Financial Modeling, Fund Of Funds, Hedging, Institutional..., High Yield, Investment Banking, Investment Management, Investments, Market Data, Middle Office, Mutual Funds, Prime Brokerage, Portfolio Management, Private Equity, Securities, Proprietary Trading, Swaps, Structured Products, Trading Strategies, Trading, Valuation, Wealth Management
Education
Columbia University - Columbia Business School 1985 — 1987
mba, finance
Princeton University 1979 — 1983
ba, wood row wilson school
Linda Dao's Bear Stearns Experience August 2006 - July 2008
Job Equity Derivatives Trader at BlueMountain Capital Management
Industry Financial Services
Experience
BlueMountain Capital Management February 2014 - Present
BlueMountain Capital Management March 2011 - February 2014
Deutsche Bank July 2008 - February 2011
Bear Stearns August 2006 - July 2008
Bank of America June 2005 - May 2006
MSW Asset Management, LLC April 2005 - September 2005
Skills
Equities, Equity Derivatives, Hedge Funds, Derivatives, Bloomberg, Fixed Income, Commodity, ETFs, FX Options, Portfolio Management, Series 63, Trading, Middle Office, Alternative Investments, Bonds, Electronic Trading, Investment Banking, Proprietary Trading, Volatility
Education
Columbia Business School 2013 — 2015
Executive MBA
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science, Finance and Political Science Cum Laudae
BlueMountain Capital Management February 2014 - Present
BlueMountain Capital Management March 2011 - February 2014
Deutsche Bank July 2008 - February 2011
Bear Stearns August 2006 - July 2008
Bank of America June 2005 - May 2006
MSW Asset Management, LLC April 2005 - September 2005
Skills
Equities, Equity Derivatives, Hedge Funds, Derivatives, Bloomberg, Fixed Income, Commodity, ETFs, FX Options, Portfolio Management, Series 63, Trading, Middle Office, Alternative Investments, Bonds, Electronic Trading, Investment Banking, Proprietary Trading, Volatility
Education
Columbia Business School 2013 — 2015
Executive MBA
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science, Finance and Political Science Cum Laudae
Alex Reyfman's Bear Stearns Experience August 2003 - May 2005
Job Global Head of Algorithmic Credit Trading
Industry Financial Services
Experience
Barclays Capital August 2009 - Present
AQR Capital May 2005 - October 2008
Bear Stearns August 2003 - May 2005
Goldman Sachs May 2000 - August 2003
Lehman Brothers July 1997 - May 2000
Education
The University of Chicago 1992 — 1997
Ph D, Economics
Columbia University in the City of New York 1988 — 1992
BS, Economics
Barclays Capital August 2009 - Present
AQR Capital May 2005 - October 2008
Bear Stearns August 2003 - May 2005
Goldman Sachs May 2000 - August 2003
Lehman Brothers July 1997 - May 2000
Education
The University of Chicago 1992 — 1997
Ph D, Economics
Columbia University in the City of New York 1988 — 1992
BS, Economics
Graham Goodkin's Bear Stearns Experience 2006 - 2008
Job Director at Cantor Fitzgerald
Industry Investment Banking
Experience
Cantor Fitzgerald 2009 - Present
Bear Stearns 2006 - 2008
Societe Generale June 2004 - August 2006
News America Marketing August 1997 - July 2002
Education
Yale University 2002 — 2004
MBA, Finance
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Columbia University in the City of New York 1993 — 1997
BA, urban studies, economics
Latin School of Chicago
Milton
milton academy
milton academy
Cantor Fitzgerald 2009 - Present
Bear Stearns 2006 - 2008
Societe Generale June 2004 - August 2006
News America Marketing August 1997 - July 2002
Education
Yale University 2002 — 2004
MBA, Finance
Yale University - Yale School of Management 2002 — 2004
MBA, Finance
Columbia University in the City of New York 1993 — 1997
BA, urban studies, economics
Latin School of Chicago
Milton
milton academy
milton academy
Aryeh Falk's Bear Stearns Experience 2006 - 2006
Job Associate at Davis Polk & Wardwell LLP
Industry Capital Markets
Experience
Davis Polk & Wardwell LLP October 2012 - Present
Harvard Law School September 2009 - May 2012
Davis Polk & Wardwell LLP May 2011 - August 2011
U.S. Department of Justice, Civil Division 2010 - 2010
Citigroup Global Markets July 2007 - June 2009
Bear Stearns 2006 - 2006
Education
Harvard Law School 2009 — 2012
JD
Columbia University in the City of New York 2003 — 2007
BA, Economics
Davis Polk & Wardwell LLP October 2012 - Present
Harvard Law School September 2009 - May 2012
Davis Polk & Wardwell LLP May 2011 - August 2011
U.S. Department of Justice, Civil Division 2010 - 2010
Citigroup Global Markets July 2007 - June 2009
Bear Stearns 2006 - 2006
Education
Harvard Law School 2009 — 2012
JD
Columbia University in the City of New York 2003 — 2007
BA, Economics
Sakkaf Alam's Bear Stearns Experience May 2004 - May 2008
Job Vice President at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley April 2010 - Present
J.P. Morgan / Bear Stearns May 2008 - April 2010
Bear Stearns May 2004 - May 2008
HSBC.com June 2001 - May 2004
G2 Direct & Digital Grey (formerly Grey Direct) February 2000 - June 2001
Snickelways Interactive January 1999 - February 2000
Skills
Testing, Quality Assurance, Scrum, Software Development, Test Automation, Management, Data Warehousing, Manual Testing, Leadership, Fixed Income, Investment Banking, Training
Education
Columbia University in the City of New York
Diploma, Programming, Software Development
Dhaka Bishwabidyalaya
Morgan Stanley April 2010 - Present
J.P. Morgan / Bear Stearns May 2008 - April 2010
Bear Stearns May 2004 - May 2008
HSBC.com June 2001 - May 2004
G2 Direct & Digital Grey (formerly Grey Direct) February 2000 - June 2001
Snickelways Interactive January 1999 - February 2000
Skills
Testing, Quality Assurance, Scrum, Software Development, Test Automation, Management, Data Warehousing, Manual Testing, Leadership, Fixed Income, Investment Banking, Training
Education
Columbia University in the City of New York
Diploma, Programming, Software Development
Dhaka Bishwabidyalaya
Erica (Molé) Kane's Bear Stearns Experience 2007 - 2007
Job Co Founder at Orchard Street Ventures, LLC
Industry Media Production
Experience
Orchard Street Ventures April 2015 - Present
Mixed Media Group, Inc. August 2012 - April 2015
Milk Restaurant Partners March 2011 - July 2012
The Food Network October 2010 - 2011
Andrews Kurth LLP June 2009 - March 2010
Moore Capital Management 2008 - 2008
Bear Stearns 2007 - 2007
Skills
New Business Development, Social Media, Food, Marketing Strategy, Entrepreneurship, Restaurants, Culinary Skills, Brand Management, Business Planning, Strategic Partnerships, Management, Project Management, Strategy, Start-ups, Brand Development
Education
Columbia University in the City of New York 2004 — 2008
B.A., Economics, English
The Institute of Culinary Education 2010 — 2010
Culinary Arts and Culinary Business
Orchard Street Ventures April 2015 - Present
Mixed Media Group, Inc. August 2012 - April 2015
Milk Restaurant Partners March 2011 - July 2012
The Food Network October 2010 - 2011
Andrews Kurth LLP June 2009 - March 2010
Moore Capital Management 2008 - 2008
Bear Stearns 2007 - 2007
Skills
New Business Development, Social Media, Food, Marketing Strategy, Entrepreneurship, Restaurants, Culinary Skills, Brand Management, Business Planning, Strategic Partnerships, Management, Project Management, Strategy, Start-ups, Brand Development
Education
Columbia University in the City of New York 2004 — 2008
B.A., Economics, English
The Institute of Culinary Education 2010 — 2010
Culinary Arts and Culinary Business
Rick Levitt's Bear Stearns Experience November 1995 - June 2000
Job Adjunct Professor of International Relations at New York University
Industry Public Policy
Experience
New York University September 2009 - Present
Nomura International 2008 - April 2009
Dresdner Kleinwort 2000 - 2008
Bear Stearns November 1995 - June 2000
Centre for European Security Studies January 1994 - August 1995
Institute for EastWest Studies (now EastWest Institute) September 1990 - December 1993
Facts On File August 1989 - August 1990
US Department of State April 1981 - May 1985
Skills
Equity Research, Investment Banking, Capital Markets, Equities
Education
Columbia University - School of International and Public Affairs 1978 — 1980
MIA, International Relations
University of California, Berkeley 1973 — 1977
BA, History
New York University September 2009 - Present
Nomura International 2008 - April 2009
Dresdner Kleinwort 2000 - 2008
Bear Stearns November 1995 - June 2000
Centre for European Security Studies January 1994 - August 1995
Institute for EastWest Studies (now EastWest Institute) September 1990 - December 1993
Facts On File August 1989 - August 1990
US Department of State April 1981 - May 1985
Skills
Equity Research, Investment Banking, Capital Markets, Equities
Education
Columbia University - School of International and Public Affairs 1978 — 1980
MIA, International Relations
University of California, Berkeley 1973 — 1977
BA, History
Oren Cohen's Bear Stearns Experience 1995 - 2000
Job Founding Principal & CIO at Pinebank Asset Management
Industry Financial Services
Experience
Pinebank Asset Management, LP July 2004 - Present
Trilogy Capital 2002 - 2004
Merrill Lynch 2000 - 2002
Bear Stearns 1995 - 2000
Salomon Brothers 1991 - 1995
Royal Bank of Canada 1987 - 1991
Skills
Hedge Funds, High Yield, Alternative Investments, Special Situations, Fixed Income, Equities, Bonds, Credit Derivatives, Asset Managment, Capital Markets, Investments, Portfolio Management, Private Equity, Equity Research, Leveraged Finance, Financial Markets, Investment Strategies, Structured Finance, Equity Derivatives, Financial Structuring, High Grade, Asset Management, Options, Mutual Funds, Global Macro, Valuation, Investment Banking, Structured Products, Investment Management, Equity Valuation, Series 7, Bloomberg, Securities, Fund Of Funds, CDS, Derivatives, Proprietary Trading, Trading
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Columbia University in the City of New York 1976 — 1981
BA, Economics
Pinebank Asset Management, LP July 2004 - Present
Trilogy Capital 2002 - 2004
Merrill Lynch 2000 - 2002
Bear Stearns 1995 - 2000
Salomon Brothers 1991 - 1995
Royal Bank of Canada 1987 - 1991
Skills
Hedge Funds, High Yield, Alternative Investments, Special Situations, Fixed Income, Equities, Bonds, Credit Derivatives, Asset Managment, Capital Markets, Investments, Portfolio Management, Private Equity, Equity Research, Leveraged Finance, Financial Markets, Investment Strategies, Structured Finance, Equity Derivatives, Financial Structuring, High Grade, Asset Management, Options, Mutual Funds, Global Macro, Valuation, Investment Banking, Structured Products, Investment Management, Equity Valuation, Series 7, Bloomberg, Securities, Fund Of Funds, CDS, Derivatives, Proprietary Trading, Trading
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
Columbia University in the City of New York 1976 — 1981
BA, Economics
Catherine Lillie's Bear Stearns Experience 1993 - 1996
Job Founder at Savignac Group
Industry Public Policy
Experience
Whirl-i-Gig 2009 - Present
Savignac Group 2008 - Present
Department of Homeland Security, Transportation Security Administration 2007 - 2008
ICHEIC 2006 - 2007
New York State Banking Department 1997 - 2006
Bear Stearns 1993 - 1996
United Nations 1989 - 1991
Skills
Non-profits, Strategy, Project Management, Strategic Planning, Management, Fundraising, Policy Analysis, Negotiation, Budgets, Nonprofits, Event Planning, Event Management, Policy, Team Building, Entrepreneurship, Government, Marketing, Research, Editing, Program Management, Public Policy, Politics, Leadership, Strategic Communications, Digital Marketing
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MPA, Public Administration
University of Oxford 1986 — 1989
BA, MA, German, History
Whirl-i-Gig 2009 - Present
Savignac Group 2008 - Present
Department of Homeland Security, Transportation Security Administration 2007 - 2008
ICHEIC 2006 - 2007
New York State Banking Department 1997 - 2006
Bear Stearns 1993 - 1996
United Nations 1989 - 1991
Skills
Non-profits, Strategy, Project Management, Strategic Planning, Management, Fundraising, Policy Analysis, Negotiation, Budgets, Nonprofits, Event Planning, Event Management, Policy, Team Building, Entrepreneurship, Government, Marketing, Research, Editing, Program Management, Public Policy, Politics, Leadership, Strategic Communications, Digital Marketing
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MPA, Public Administration
University of Oxford 1986 — 1989
BA, MA, German, History
Erik Nygaard's Bear Stearns Experience May 2007 - August 2007
Job Associate at Federman Steifman LLP
Industry Law Practice
Experience
Federman Steifman LLP October 2013 - Present
Red Pine Capital Partners LLC October 2013 - Present
Kirkland & Ellis LLP October 2012 - October 2013
US Securities and Exchange Commission September 2011 - December 2011
Kirkland & Ellis LLP May 2011 - August 2011
The Office of Senator Kirsten E. Gillibrand May 2010 - August 2010
Federman Steifman LLP May 2010 - August 2010
The Office of Senator Kirsten E. Gillibrand March 2009 - August 2009
Bear Stearns May 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Dress for Success, International Law, Securities Regulation, Corporate Finance, Mergers & Acquisitions, Real Estate Transactions, Corporate Law
Education
Fordham University School of Law 2009 — 2012
Doctor of Law (J.D.)
Columbia University in the City of New York 2005 — 2008
Bachelor of Arts (B.A.), History
Federman Steifman LLP October 2013 - Present
Red Pine Capital Partners LLC October 2013 - Present
Kirkland & Ellis LLP October 2012 - October 2013
US Securities and Exchange Commission September 2011 - December 2011
Kirkland & Ellis LLP May 2011 - August 2011
The Office of Senator Kirsten E. Gillibrand May 2010 - August 2010
Federman Steifman LLP May 2010 - August 2010
The Office of Senator Kirsten E. Gillibrand March 2009 - August 2009
Bear Stearns May 2007 - August 2007
Bear Stearns June 2006 - August 2006
Skills
Dress for Success, International Law, Securities Regulation, Corporate Finance, Mergers & Acquisitions, Real Estate Transactions, Corporate Law
Education
Fordham University School of Law 2009 — 2012
Doctor of Law (J.D.)
Columbia University in the City of New York 2005 — 2008
Bachelor of Arts (B.A.), History
Kenneth Adler's Bear Stearns Experience November 1986 - December 1988
Job Managing Director at Structured Portfolio Management
Industry Banking
Experience
Structured Portfolio Management April 2014 - Present
Citi April 2009 - March 2014
Natixis North America February 1993 - April 2009
M&T Bank June 1990 - February 1993
Bear Stearns November 1986 - December 1988
Skills
Hedging, Securitization, Capital Markets, Trading, MBS, Mortgage, Structured Finance, Fixed Income, Valuation, ABS, Portfolio Management, Residential Mortgages, Mortgage Servicing, Mortgage Banking, Mortgage Lending, Structured Products, Credit Analysis, Investment Banking, Derivatives, Financial Structuring, Treasury, Bonds, Hedge Funds, Securities, Alternative Investments, Credit Derivatives
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance / Marketing
University of Pennsylvania - The Wharton School 1984 — 1986
Bachelors, Economics / Accounting
Emory University 1982 — 1984
Structured Portfolio Management April 2014 - Present
Citi April 2009 - March 2014
Natixis North America February 1993 - April 2009
M&T Bank June 1990 - February 1993
Bear Stearns November 1986 - December 1988
Skills
Hedging, Securitization, Capital Markets, Trading, MBS, Mortgage, Structured Finance, Fixed Income, Valuation, ABS, Portfolio Management, Residential Mortgages, Mortgage Servicing, Mortgage Banking, Mortgage Lending, Structured Products, Credit Analysis, Investment Banking, Derivatives, Financial Structuring, Treasury, Bonds, Hedge Funds, Securities, Alternative Investments, Credit Derivatives
Education
Columbia University - Columbia Business School 1989 — 1990
MBA, Finance / Marketing
University of Pennsylvania - The Wharton School 1984 — 1986
Bachelors, Economics / Accounting
Emory University 1982 — 1984
P. Mark Martini's Bear Stearns Experience October 1994 - January 2000
Job eva Dimensions, Executive Managing Director
Industry Financial Services
Experience
EVA Dimensions, LLC October 2013 - Present
Cantor Fitzgerald October 2009 - May 2015
JMP Securities January 2006 - May 2009
Deutsche Bank January 2002 - January 2006
Banc of America Securities January 2000 - January 2003
Bear Stearns October 1994 - January 2000
Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Financial Modeling, Investments, Portfolio Management, Investment Banking, Fixed Income, Valuation, Financial Analysis, Asset Managment, Emerging Markets, Securities, Asset Management, Electronic Trading, Mutual Funds, Alternative Investments, FINRA, Private Equity, Asset Allocation, Equity Valuation, Trading, Financial Markets, Investment Management, Financial Services, Equity Derivatives, Corporate Finance, Options, Derivatives, Due Diligence, Trading Systems, Investment Strategies, Equity Trading, Risk Management, Investor Relations, ETFs, Structured Products, Structured Finance, Venture Capital, Bonds, Mergers & Acquisitions, Bloomberg Terminal
Education
Columbia University in the City of New York
Master’s Degree
Massachusetts School of Law
Juris Doctor
University of Notre Dame - Mendoza College of Business
Negotiation & Diplomacy
Villanova University
Bachelor of Arts (B.A.), Economics/ Political Science
EVA Dimensions, LLC October 2013 - Present
Cantor Fitzgerald October 2009 - May 2015
JMP Securities January 2006 - May 2009
Deutsche Bank January 2002 - January 2006
Banc of America Securities January 2000 - January 2003
Bear Stearns October 1994 - January 2000
Skills
Equities, Series 7, Equity Research, Hedge Funds, Bloomberg, Series 63, Capital Markets, Financial Modeling, Investments, Portfolio Management, Investment Banking, Fixed Income, Valuation, Financial Analysis, Asset Managment, Emerging Markets, Securities, Asset Management, Electronic Trading, Mutual Funds, Alternative Investments, FINRA, Private Equity, Asset Allocation, Equity Valuation, Trading, Financial Markets, Investment Management, Financial Services, Equity Derivatives, Corporate Finance, Options, Derivatives, Due Diligence, Trading Systems, Investment Strategies, Equity Trading, Risk Management, Investor Relations, ETFs, Structured Products, Structured Finance, Venture Capital, Bonds, Mergers & Acquisitions, Bloomberg Terminal
Education
Columbia University in the City of New York
Master’s Degree
Massachusetts School of Law
Juris Doctor
University of Notre Dame - Mendoza College of Business
Negotiation & Diplomacy
Villanova University
Bachelor of Arts (B.A.), Economics/ Political Science
Tom Zeng's Bear Stearns Experience October 1993 - May 2008
Job Managing Director at JP Morgan
Industry Investment Banking
Experience
JP Morgan June 2008 - Present
Bear Stearns October 1993 - May 2008
Deloitte & Touche August 1986 - October 1993
Skills
Treasury, Collateral Management, Hedge Funds, Prime Brokerage, Alternative Investments, Fixed Income, Portfolio Management, Equities, Capital Markets, Banking
Education
Columbia Business School 1989 — 1991
Finance
Niagara University 1982 — 1986
BBA, Accounting
JP Morgan June 2008 - Present
Bear Stearns October 1993 - May 2008
Deloitte & Touche August 1986 - October 1993
Skills
Treasury, Collateral Management, Hedge Funds, Prime Brokerage, Alternative Investments, Fixed Income, Portfolio Management, Equities, Capital Markets, Banking
Education
Columbia Business School 1989 — 1991
Finance
Niagara University 1982 — 1986
BBA, Accounting
Heidi Sichina's Bear Stearns Experience December 2005 - April 2006
Job Category Management Finance Manager at Cardinal Health, AssuraMed
Industry Accounting
Experience
Cardinal Health June 2012 - Present
GE Lighting August 2011 - June 2012
General Electric January 2010 - August 2011
GE Lumination June 2008 - December 2009
GE Lumination June 2006 - June 2008
Bear Stearns December 2005 - April 2006
UCC Capital Corporation September 2005 - November 2005
Skills
Financial Analysis, Auditing, Financial Reporting, Financial Risk, Six Sigma, Financial Accounting, Accounting, Finance, Corporate Finance, Financial Modeling, Analysis, Data Analysis, Forecasting, Budgets, Sarbanes-Oxley Act, Business Strategy, Strategic Financial..., Cost Accounting, Business Planning, P&L
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2010
MBA, Finance & Banking
Columbia University in the City of New York 2002 — 2006
BS, Economics
Cardinal Health June 2012 - Present
GE Lighting August 2011 - June 2012
General Electric January 2010 - August 2011
GE Lumination June 2008 - December 2009
GE Lumination June 2006 - June 2008
Bear Stearns December 2005 - April 2006
UCC Capital Corporation September 2005 - November 2005
Skills
Financial Analysis, Auditing, Financial Reporting, Financial Risk, Six Sigma, Financial Accounting, Accounting, Finance, Corporate Finance, Financial Modeling, Analysis, Data Analysis, Forecasting, Budgets, Sarbanes-Oxley Act, Business Strategy, Strategic Financial..., Cost Accounting, Business Planning, P&L
Education
Weatherhead School of Management at Case Western Reserve University 2007 — 2010
MBA, Finance & Banking
Columbia University in the City of New York 2002 — 2006
BS, Economics
Cheryl Goldstein's Bear Stearns Experience 1983 - 1988
Job Associate Director of Institutional Research at Marymount Manhattatn College
Industry Research
Experience
Marymount Manhattatn College May 2008 - Present
Queensborough Community College November 1999 - May 2008
Fashion Institute of Technology January 1990 - January 1996
Celia Paul Associates 1988 - 1990
Bear Stearns 1983 - 1988
Skills
Research, Institutional Research, Non-profits, Career Counseling, Program Development, Nonprofits, Quantitative Research, Higher Education, Program Evaluation, Staff Development, Public Policy, Public Speaking, Qualitative Research, Editing, Data Analysis, SPSS, Student Affairs, Analysis
Education
Queens College 1999 — 2002
MA Sociology, Applied Social Research
Columbia University in the City of New York 1980 — 1982
MSSW, Social Work/Industrial Psych
University of Pittsburgh 1976 — 1980
BSSW, Social Work, Soc. Psych
Marymount Manhattatn College May 2008 - Present
Queensborough Community College November 1999 - May 2008
Fashion Institute of Technology January 1990 - January 1996
Celia Paul Associates 1988 - 1990
Bear Stearns 1983 - 1988
Skills
Research, Institutional Research, Non-profits, Career Counseling, Program Development, Nonprofits, Quantitative Research, Higher Education, Program Evaluation, Staff Development, Public Policy, Public Speaking, Qualitative Research, Editing, Data Analysis, SPSS, Student Affairs, Analysis
Education
Queens College 1999 — 2002
MA Sociology, Applied Social Research
Columbia University in the City of New York 1980 — 1982
MSSW, Social Work/Industrial Psych
University of Pittsburgh 1976 — 1980
BSSW, Social Work, Soc. Psych
William Martino's Bear Stearns Experience 1993 - 1998
Job Vice President, Compliance and Corporate Banking Systems at Rabobank
Industry Information Technology and Services
Experience
Rabobank 1998 - Present
. 2002 - 2008
. 1998 - 2002
Bear Stearns 1993 - 1998
Prudential Financial 1988 - 1993
Skills
Compliance, Derivatives, Equity Derivatives, Fixed Income, Credit Risk, AML, Trading Systems, CERTIFIED ANTI-MONEY...
Education
Columbia University in the City of New York
Master of Science, Operations Research
Pace University
Master of Science, Investment Management
Rabobank 1998 - Present
. 2002 - 2008
. 1998 - 2002
Bear Stearns 1993 - 1998
Prudential Financial 1988 - 1993
Skills
Compliance, Derivatives, Equity Derivatives, Fixed Income, Credit Risk, AML, Trading Systems, CERTIFIED ANTI-MONEY...
Education
Columbia University in the City of New York
Master of Science, Operations Research
Pace University
Master of Science, Investment Management
Melissa Zaccagnino's Bear Stearns Experience July 2006 - June 2008
Job FX Sales, Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities July 2011 - Present
Inter-American Development Bank January 2011 - May 2011
Fairfield Greenwich Group June 2008 - December 2008
Bear Stearns July 2006 - June 2008
Skills
Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Global Macro, Bloomberg Terminal, Emerging Markets, FX trading, CDS, General Awesomeness, Investments
Education
Columbia University - School of International and Public Affairs 2009 — 2011
Master of International Affairs, International Finance
Vassar College 2002 — 2006
BA, Economics and Political Science
Nomura Securities July 2011 - Present
Inter-American Development Bank January 2011 - May 2011
Fairfield Greenwich Group June 2008 - December 2008
Bear Stearns July 2006 - June 2008
Skills
Hedge Funds, Fixed Income, Bloomberg, Alternative Investments, Global Macro, Bloomberg Terminal, Emerging Markets, FX trading, CDS, General Awesomeness, Investments
Education
Columbia University - School of International and Public Affairs 2009 — 2011
Master of International Affairs, International Finance
Vassar College 2002 — 2006
BA, Economics and Political Science
James Gimbel's Bear Stearns Experience June 1997 - June 2008
Job Bank of America
Industry Banking
Experience
Bank of America September 2013 - Present
JP Morgan June 2008 - August 2013
Bear Stearns June 1997 - June 2008
Skills
Equities, Series 63, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Securities, Capital Markets, Series 7, FINRA, Electronic Trading, Equity Trading, Investment Management, ETFs, Trading Systems, Trading
Education
Connecticut College 1993 — 1997
ba
The University of Edinburgh 1995 — 1996
history
Collegiate 1981 — 1993
Bank of America September 2013 - Present
JP Morgan June 2008 - August 2013
Bear Stearns June 1997 - June 2008
Skills
Equities, Series 63, Fixed Income, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Securities, Capital Markets, Series 7, FINRA, Electronic Trading, Equity Trading, Investment Management, ETFs, Trading Systems, Trading
Education
Connecticut College 1993 — 1997
ba
The University of Edinburgh 1995 — 1996
history
Collegiate 1981 — 1993
Zoe Downing's Bear Stearns Experience July 2007 - June 2008
Job Science and Math Teacher
Industry Higher Education
Experience
Judson Middle School August 2010 - Present
Penn State Center for Nanoscale Science (MRSEC) January 2009 - March 2011
The Franklin Institute June 2009 - July 2009
Bear Stearns July 2007 - June 2008
Education
Penn State University 2008 — 2010
Master of Education (MEd), Curriculum and Instruction
Cornell College 2003 — 2007
BA, Physics, Math
Inglemoor High School 2000 — 2003
Judson Middle School August 2010 - Present
Penn State Center for Nanoscale Science (MRSEC) January 2009 - March 2011
The Franklin Institute June 2009 - July 2009
Bear Stearns July 2007 - June 2008
Education
Penn State University 2008 — 2010
Master of Education (MEd), Curriculum and Instruction
Cornell College 2003 — 2007
BA, Physics, Math
Inglemoor High School 2000 — 2003
Ilya Falkovich's Bear Stearns Experience June 2007 - May 2008
Job Credit Trading
Industry Financial Services
Experience
Royal Bank of Scotland August 2010 - July 2014
RBS Global Banking & Markets May 2008 - August 2010
Bear Stearns June 2007 - May 2008
Skills
Credit Derivatives, Trading, Fixed Income, Derivatives, Capital Markets, Middle Office, Credit, Bloomberg, Investment Banking, Hedge Funds
Education
Columbia University in the City of New York 2003 — 2005
BA, Mathematics & Economics
Royal Bank of Scotland August 2010 - July 2014
RBS Global Banking & Markets May 2008 - August 2010
Bear Stearns June 2007 - May 2008
Skills
Credit Derivatives, Trading, Fixed Income, Derivatives, Capital Markets, Middle Office, Credit, Bloomberg, Investment Banking, Hedge Funds
Education
Columbia University in the City of New York 2003 — 2005
BA, Mathematics & Economics
Ambalika Sudan's Bear Stearns Experience 2006 - 2007
Job User Success and Customer Strategy
Industry Computer Software
Experience
SalesforceIQ April 2015 - Present
Medallia, Inc. October 2009 - April 2015
NerdWallet 2009 - 2009
Morgan Stanley 2007 - 2009
Bear Stearns 2006 - 2007
Skills
SaaS, CRM, Strategy, Entrepreneurship, Analytics, Product Management, Enterprise Software, Start-ups, Competitive Analysis, Salesforce.com, Sales, Cloud Computing, Business Strategy, Project Management, Team Management, Management
Education
Columbia University in the City of New York
BA, Economis-Mathematics
SalesforceIQ April 2015 - Present
Medallia, Inc. October 2009 - April 2015
NerdWallet 2009 - 2009
Morgan Stanley 2007 - 2009
Bear Stearns 2006 - 2007
Skills
SaaS, CRM, Strategy, Entrepreneurship, Analytics, Product Management, Enterprise Software, Start-ups, Competitive Analysis, Salesforce.com, Sales, Cloud Computing, Business Strategy, Project Management, Team Management, Management
Education
Columbia University in the City of New York
BA, Economis-Mathematics
Michael T. Marron's Bear Stearns Experience August 2002 - September 2004
Job Portfolio Manager Americas at Cornerstone Real Estate Advisers
Industry Investment Management
Experience
Cornerstone Real Estate Advisers 2013 - Present
European Investors Inc. November 2005 - December 2012
Sovereign Investment Company September 2004 - November 2005
Bear Stearns August 2002 - September 2004
Prudential Securities December 2000 - August 2002
Lehman Brothers August 1989 - September 2000
KPMG September 1985 - July 1989
Skills
Equity Derivatives, Equity Research, Real Estate, Portfolio Management, Asset Management, Capital Markets, Asset Managment, Valuation, Investments, Alternative Investments, Financial Modeling, Equities
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University at Albany, SUNY 1981 — 1985
BS, Accounting
Cornerstone Real Estate Advisers 2013 - Present
European Investors Inc. November 2005 - December 2012
Sovereign Investment Company September 2004 - November 2005
Bear Stearns August 2002 - September 2004
Prudential Securities December 2000 - August 2002
Lehman Brothers August 1989 - September 2000
KPMG September 1985 - July 1989
Skills
Equity Derivatives, Equity Research, Real Estate, Portfolio Management, Asset Management, Capital Markets, Asset Managment, Valuation, Investments, Alternative Investments, Financial Modeling, Equities
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
University at Albany, SUNY 1981 — 1985
BS, Accounting
Ojas Shah's Bear Stearns Experience 2007 - 2008
Job Senior Vice President at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2014 - Present
AlixPartners 2008 - 2014
Bear Stearns 2007 - 2008
XRoads Solutions Group 2004 - 2007
Internet Appliance Network 1999 - 2001
Deloitte Consulting 1996 - 1999
Skills
Restructuring, Private Equity, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Leveraged Finance, Corporate Development, Financial Analysis, Mergers & Acquisitions, Investment Banking, Finance, Business Planning, Capital Markets, Turn Around Management, Venture Capital
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
University of Pennsylvania 1992 — 1996
BS, Computer Science
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance
McKinsey & Company August 2014 - Present
AlixPartners 2008 - 2014
Bear Stearns 2007 - 2008
XRoads Solutions Group 2004 - 2007
Internet Appliance Network 1999 - 2001
Deloitte Consulting 1996 - 1999
Skills
Restructuring, Private Equity, Financial Modeling, Valuation, Due Diligence, Corporate Finance, Leveraged Finance, Corporate Development, Financial Analysis, Mergers & Acquisitions, Investment Banking, Finance, Business Planning, Capital Markets, Turn Around Management, Venture Capital
Education
Columbia University - Columbia Business School 2002 — 2004
MBA, Finance
University of Pennsylvania 1992 — 1996
BS, Computer Science
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Finance
William Deighan's Bear Stearns Experience October 2004 - January 2007
Job Chief Construction Inspector at Con Edison
Industry Utilities
Experience
Con Edison October 2014 - Present
Con Edison January 2007 - September 2014
Bear Stearns October 2004 - January 2007
United States Air Force August 2000 - August 2004
Skills
Emergency Management, Process Improvement, Project Management, Smart Grid, Electric Power, Risk Management, Power Generation, Risk Assessment, NERC, Operations Management, Microsoft Office, Power Plants, Change Management, Microsoft Excel, Leadership, Strategic Planning, Financial Analysis, Team Leadership, Energy, Management, Inspection, Project Planning, Customer Service
Education
Columbia University in the City of New York 2014 — 2017
Master's Degree, Construction Administration, Current GPA: 3.83
Fordham University 2012 — 2014
Bachelor's Degree, Economics, 3.57
Con Edison October 2014 - Present
Con Edison January 2007 - September 2014
Bear Stearns October 2004 - January 2007
United States Air Force August 2000 - August 2004
Skills
Emergency Management, Process Improvement, Project Management, Smart Grid, Electric Power, Risk Management, Power Generation, Risk Assessment, NERC, Operations Management, Microsoft Office, Power Plants, Change Management, Microsoft Excel, Leadership, Strategic Planning, Financial Analysis, Team Leadership, Energy, Management, Inspection, Project Planning, Customer Service
Education
Columbia University in the City of New York 2014 — 2017
Master's Degree, Construction Administration, Current GPA: 3.83
Fordham University 2012 — 2014
Bachelor's Degree, Economics, 3.57
Ted Rechner's Bear Stearns Experience 2007 - 2009
Job Chief Innovation Officer
Industry Information Technology and Services
Experience
Professional Security Broadband, Inc January 2012 - Present
Bear Stearns 2007 - 2009
Bear Stearns 2004 - 2007
Insilco Technologies 1996 - 2003
Skills
SDLC, Enterprise Architecture, Equities, Disaster Recovery, Vendor Management, Cloud Computing, Integration, Fixed Income, IT Strategy, Data Center, IT Service Management, Business Analysis, Capital Markets, Visio, Strategy, IT Management, SQL, Networking, Software Documentation, Bloomberg, Financial Modeling, Program Management, Unix, Investment Banking, Management, Process Improvement, Project Management, Risk Management
Education
Columbia University in the City of New York 2005 — 2010
VEE, Statistics
The Johns Hopkins University 1985 — 1989
Bachelors, Electrical & Computer Engineering
Professional Security Broadband, Inc January 2012 - Present
Bear Stearns 2007 - 2009
Bear Stearns 2004 - 2007
Insilco Technologies 1996 - 2003
Skills
SDLC, Enterprise Architecture, Equities, Disaster Recovery, Vendor Management, Cloud Computing, Integration, Fixed Income, IT Strategy, Data Center, IT Service Management, Business Analysis, Capital Markets, Visio, Strategy, IT Management, SQL, Networking, Software Documentation, Bloomberg, Financial Modeling, Program Management, Unix, Investment Banking, Management, Process Improvement, Project Management, Risk Management
Education
Columbia University in the City of New York 2005 — 2010
VEE, Statistics
The Johns Hopkins University 1985 — 1989
Bachelors, Electrical & Computer Engineering
Jean Yu's Bear Stearns Experience June 2001 - August 2001
Job Portfolio Manager at ClearBridge Investments
Industry Financial Services
Experience
ClearBridge Investments April 2013 - Present
Legg Mason capital September 2002 - April 2013
Bear Stearns June 2001 - August 2001
ISO Healthcare Group (a Subsidiary of Interpublic Group) August 1999 - August 2000
Skills
Equity Research, Equities, Mutual Funds, Investments, Asset Managment, Portfolio Management, Valuation, Fixed Income, Series 7, Hedge Funds, Financial Modeling, Securities, Investment Management, Capital Markets, Alternative Investments, Asset Management, Bloomberg
Education
Duke Fuqua School of Business 2000 — 2002
MBA, Finance and Healthcare
Columbia University in the City of New York 1993 — 1999
Ph.D., Molecular Biology
Beijing Medical University 1988 — 1993
MD, Basic Medical Sciences
ClearBridge Investments April 2013 - Present
Legg Mason capital September 2002 - April 2013
Bear Stearns June 2001 - August 2001
ISO Healthcare Group (a Subsidiary of Interpublic Group) August 1999 - August 2000
Skills
Equity Research, Equities, Mutual Funds, Investments, Asset Managment, Portfolio Management, Valuation, Fixed Income, Series 7, Hedge Funds, Financial Modeling, Securities, Investment Management, Capital Markets, Alternative Investments, Asset Management, Bloomberg
Education
Duke Fuqua School of Business 2000 — 2002
MBA, Finance and Healthcare
Columbia University in the City of New York 1993 — 1999
Ph.D., Molecular Biology
Beijing Medical University 1988 — 1993
MD, Basic Medical Sciences
Preston M. Pohl's Bear Stearns Experience 2007 - 2008
Job JP Morgan Chase and Co.
Industry Banking
Experience
JP Morgan Chase September 2010 - Present
Bear Stearns 2007 - 2008
Education
Columbia University in the City of New York 2005 — 2009
B.A., History
Greenwich High School
JP Morgan Chase September 2010 - Present
Bear Stearns 2007 - 2008
Education
Columbia University in the City of New York 2005 — 2009
B.A., History
Greenwich High School
Matthew Gluck's Bear Stearns Experience June 2006 - August 2006
Job Marsh Private Equity and M&A Services
Industry Insurance
Experience
Marsh & McLennan Companies, Inc. January 2011 - Present
Marsh USA October 2007 - January 2011
Bear Stearns June 2006 - August 2006
Skills
Private Equity, Insurance, Mergers & Acquisitions, Asset Management, Property & Casualty..., Investments, Brokers, Financial Modeling, Financial Analysis, General Insurance
Education
Connecticut College 2003 — 2007
BA, Economics
The Lawrenceville School 2000 — 2003
Christian Brothers Academy
Marsh & McLennan Companies, Inc. January 2011 - Present
Marsh USA October 2007 - January 2011
Bear Stearns June 2006 - August 2006
Skills
Private Equity, Insurance, Mergers & Acquisitions, Asset Management, Property & Casualty..., Investments, Brokers, Financial Modeling, Financial Analysis, General Insurance
Education
Connecticut College 2003 — 2007
BA, Economics
The Lawrenceville School 2000 — 2003
Christian Brothers Academy
Benjamin Bernstein's Bear Stearns Experience May 2007 - August 2007
Job Vice President at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase March 2010 - Present
J.P. Morgan 2009 - Present
JPMorgan Sales and Trading January 2009 - March 2010
JPMorgan/Bear Stearns Cos February 2008 - January 2009
Bear Stearns May 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Options, Investment Banking, Trading, Portfolio Management, Equities, Investments, Management, Securities, Finance, Financial Risk, Banking, Bonds, Analytics, Analysis
Education
Columbia University in the City of New York 2004 — 2007
BA, Economics
JPMorgan Chase March 2010 - Present
J.P. Morgan 2009 - Present
JPMorgan Sales and Trading January 2009 - March 2010
JPMorgan/Bear Stearns Cos February 2008 - January 2009
Bear Stearns May 2007 - August 2007
Skills
Bloomberg, Financial Modeling, Options, Investment Banking, Trading, Portfolio Management, Equities, Investments, Management, Securities, Finance, Financial Risk, Banking, Bonds, Analytics, Analysis
Education
Columbia University in the City of New York 2004 — 2007
BA, Economics
Tiffany Gehrig's Bear Stearns Experience April 1999 - November 1999
Job Managing Director, Bankers Executive Search
Industry Staffing and Recruiting
Experience
Bankers Executive Search May 2006 - Present
Chase Manhattan Corporation January 2002 - April 2006
Countrywide March 1999 - December 2001
Bear Stearns April 1999 - November 1999
Citi January 1997 - March 1999
GMAC March 1995 - December 1996
Bank of America February 1993 - February 1995
WaMu January 1989 - February 1993
Wells Fargo Bank March 1986 - January 1988
Fannie Mae June 1984 - February 1986
Skills
Finance, Executive Management, Loan Origination, Financial Analysis, Executive Search, Mergers, Fixed Income, Technical Recruiting, Internet Recruiting, Talent Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
New York University 1978 — 1981
BA, Business/Finance
Bankers Executive Search May 2006 - Present
Chase Manhattan Corporation January 2002 - April 2006
Countrywide March 1999 - December 2001
Bear Stearns April 1999 - November 1999
Citi January 1997 - March 1999
GMAC March 1995 - December 1996
Bank of America February 1993 - February 1995
WaMu January 1989 - February 1993
Wells Fargo Bank March 1986 - January 1988
Fannie Mae June 1984 - February 1986
Skills
Finance, Executive Management, Loan Origination, Financial Analysis, Executive Search, Mergers, Fixed Income, Technical Recruiting, Internet Recruiting, Talent Management
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
New York University 1978 — 1981
BA, Business/Finance
Adam Vigiano's Bear Stearns Experience July 2004 - May 2008
Job General Manager at XL Big Data / Graduate Student, Columbia University Information and Knowledge Strategy
Industry Information Services
Experience
XL Big Data August 2014 - Present
Transmogrifier Visual Analytics January 2013 - Present
Amherst Securities Group July 2010 - August 2012
Bridgewater Associates 2008 - 2010
Bear Stearns July 2004 - May 2008
Skills
Bloomberg, Trading, Futures Trading, Equities, Reporting Metrics, Tableau, Spotfire, Flextrade, Business Intelligence..., Data Visualization, Hedge Funds, Strategy, Analytics, Business Intelligence
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Information and Knowledge Strategy
Skidmore College 2000 — 2004
BS, Business, Computer Science, Economics
Princeton Day 1995 — 2000
High School Diploma
XL Big Data August 2014 - Present
Transmogrifier Visual Analytics January 2013 - Present
Amherst Securities Group July 2010 - August 2012
Bridgewater Associates 2008 - 2010
Bear Stearns July 2004 - May 2008
Skills
Bloomberg, Trading, Futures Trading, Equities, Reporting Metrics, Tableau, Spotfire, Flextrade, Business Intelligence..., Data Visualization, Hedge Funds, Strategy, Analytics, Business Intelligence
Education
Columbia University in the City of New York 2014 — 2015
Master's Degree, Information and Knowledge Strategy
Skidmore College 2000 — 2004
BS, Business, Computer Science, Economics
Princeton Day 1995 — 2000
High School Diploma
Xiao Fang Shen's Bear Stearns Experience November 1997 - November 2007
Job Director, Application Development at MetLife Investment
Industry Investment Management
Experience
MetLife January 2012 - Present
MetLife March 2008 - December 2011
Bear Stearns November 1997 - November 2007
Bankers Trust 1996 - 1997
Block Financial - A Division of H&R Block Financial Serives Company 1995 - 1996
Thomson Financial 1993 - 1995
Skills
Investments, Derivatives, Risk Management, Vendor Management, SDLC, Security Lending, Collateral Management, Margin and VAR..., Fixed Income Analytics, Market Data, Derivatives Clearing..., Murex
Education
Columbia University in the City of New York
Nanjing University
MetLife January 2012 - Present
MetLife March 2008 - December 2011
Bear Stearns November 1997 - November 2007
Bankers Trust 1996 - 1997
Block Financial - A Division of H&R Block Financial Serives Company 1995 - 1996
Thomson Financial 1993 - 1995
Skills
Investments, Derivatives, Risk Management, Vendor Management, SDLC, Security Lending, Collateral Management, Margin and VAR..., Fixed Income Analytics, Market Data, Derivatives Clearing..., Murex
Education
Columbia University in the City of New York
Nanjing University
Brendan Jones's Bear Stearns Experience May 2003 - May 2009
Job Executive Director/Portfolio Manager at TREASURY PARTNERS
Industry Investment Management
Experience
TREASURY PARTNERS May 2009 - Present
Bear Stearns May 2003 - May 2009
CIBC Oppenheimer February 2002 - May 2003
UBS PaineWebber February 2000 - January 2002
CIBC Oppenheimer August 1998 - February 2000
Skills
Investments, Portfolio Management, Securities
Education
Connecticut College 1993 — 1997
BA, History (Major), Economics (Minor)
TREASURY PARTNERS May 2009 - Present
Bear Stearns May 2003 - May 2009
CIBC Oppenheimer February 2002 - May 2003
UBS PaineWebber February 2000 - January 2002
CIBC Oppenheimer August 1998 - February 2000
Skills
Investments, Portfolio Management, Securities
Education
Connecticut College 1993 — 1997
BA, History (Major), Economics (Minor)
Ava Thomas's Bear Stearns Experience December 2005 - June 2008
Job Managing Partner at Au Ciel Inc
Industry Design
Experience
Au Ciel Inc December 2012 - May 2014
J.P. Morgan June 2008 - June 2012
Bear Stearns December 2005 - June 2008
Bear Stearns August 2004 - November 2005
Bear Stearns April 2000 - July 2004
Georgio Shoes Inc., June 1996 - April 2000
Pamela Robbins June 1994 - June 1996
Isaac Mizrahi Ready Made LLC September 1988 - April 1994
Skills
Series 7, Series 63, Series 55, Conversant in Spanish, Equities, Hedge Funds, Investments, Derivatives, Trading, Equity Derivatives, Wealth Management, Commodity, Finance, Financial Risk, Currency, Wealth Management...
Education
New York University 1984 — 1988
Bachelor of Science, Economics
Columbia University in the City of New York 1987 — 1987
French
Ursuline Academy
Au Ciel Inc December 2012 - May 2014
J.P. Morgan June 2008 - June 2012
Bear Stearns December 2005 - June 2008
Bear Stearns August 2004 - November 2005
Bear Stearns April 2000 - July 2004
Georgio Shoes Inc., June 1996 - April 2000
Pamela Robbins June 1994 - June 1996
Isaac Mizrahi Ready Made LLC September 1988 - April 1994
Skills
Series 7, Series 63, Series 55, Conversant in Spanish, Equities, Hedge Funds, Investments, Derivatives, Trading, Equity Derivatives, Wealth Management, Commodity, Finance, Financial Risk, Currency, Wealth Management...
Education
New York University 1984 — 1988
Bachelor of Science, Economics
Columbia University in the City of New York 1987 — 1987
French
Ursuline Academy
Truett Horne's Bear Stearns Experience 2007 - 2008
Job Engagement Manager at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company August 2014 - Present
McKinsey & Company August 2012 - August 2014
Lazard June 2011 - August 2011
Hovde Financial 2008 - 2010
Bear Stearns 2007 - 2008
Education
Columbia University - Columbia Business School 2010 — 2012
Rhodes College 2003 — 2007
BA, Economics and Business Administration
McKinsey & Company August 2014 - Present
McKinsey & Company August 2012 - August 2014
Lazard June 2011 - August 2011
Hovde Financial 2008 - 2010
Bear Stearns 2007 - 2008
Education
Columbia University - Columbia Business School 2010 — 2012
Rhodes College 2003 — 2007
BA, Economics and Business Administration
Andrea Faulhaber's Bear Stearns Experience 2001 - 2004
Job Executive Assistant at The Carlyle Group
Industry Financial Services
Experience
The Carlyle Group 2012 - Present
Credit Suisse 2004 - 2011
Bear Stearns 2001 - 2004
Skills
Private Equity, Investment Banking, Corporate Finance
Education
Columbia University in the City of New York 2005 — 2008
The Carlyle Group 2012 - Present
Credit Suisse 2004 - 2011
Bear Stearns 2001 - 2004
Skills
Private Equity, Investment Banking, Corporate Finance
Education
Columbia University in the City of New York 2005 — 2008
Thomas Fay's Bear Stearns Experience May 2007 - June 2008
Job Director at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets December 2011 - Present
Credit Suisse June 2008 - December 2011
Bear Stearns May 2007 - June 2008
Bank of America April 2005 - May 2007
Depository Trust and Clearing Corporation June 2001 - April 2005
Instinet Corp. June 2000 - May 2001
The Federal Reserve Bank of New York May 1998 - June 2000
MBIA 1996 - 1998
Skills
Risk Management, Financial Risk, Capital Markets, Fixed Income, Equities, Investment Banking, Operational Risk..., Portfolio Management, Banking, Credit Risk, Operational Risk, Internal Audit, Investments, Trading, FX Options, Hedge Funds, Credit, Commodity, Finance
Education
Columbia University - School of International and Public Affairs 1996 — 1998
Masters, International Affairs
The American University 1992 — 1996
Bachelors, International Affairs
Colonie Central High School
BMO Capital Markets December 2011 - Present
Credit Suisse June 2008 - December 2011
Bear Stearns May 2007 - June 2008
Bank of America April 2005 - May 2007
Depository Trust and Clearing Corporation June 2001 - April 2005
Instinet Corp. June 2000 - May 2001
The Federal Reserve Bank of New York May 1998 - June 2000
MBIA 1996 - 1998
Skills
Risk Management, Financial Risk, Capital Markets, Fixed Income, Equities, Investment Banking, Operational Risk..., Portfolio Management, Banking, Credit Risk, Operational Risk, Internal Audit, Investments, Trading, FX Options, Hedge Funds, Credit, Commodity, Finance
Education
Columbia University - School of International and Public Affairs 1996 — 1998
Masters, International Affairs
The American University 1992 — 1996
Bachelors, International Affairs
Colonie Central High School
David Ridley-Lane's Bear Stearns Experience August 2004 - April 2008
Job Vice President at Bank of America Merrill Lynch
Industry Financial Services
Experience
BofA Merrill Lynch 2009 - Present
Bank of America Merrill Lynch April 2008 - Present
Bear Stearns August 2004 - April 2008
Grant's Interest Rate Observer May 2003 - August 2004
Skills
Equity Research, Writing
Education
Columbia University in the City of New York 1999 — 2003
Bachelors of Arts, Economics
BofA Merrill Lynch 2009 - Present
Bank of America Merrill Lynch April 2008 - Present
Bear Stearns August 2004 - April 2008
Grant's Interest Rate Observer May 2003 - August 2004
Skills
Equity Research, Writing
Education
Columbia University in the City of New York 1999 — 2003
Bachelors of Arts, Economics
Glenn Blasius's Bear Stearns Experience April 1998 - April 2003
Job CEO at Ovid Capital Advisors
Industry Investment Management
Experience
Ovid Capital Advisors January 2013 - October 2014
Christofferson Robb & Company April 2003 - March 2012
Bear Stearns April 1998 - April 2003
Vice President January 1997 - January 1998
Lehman Brothers 1991 - 1995
Bain & Company 1989 - 1991
Prudential Bache 1988 - 1990
E.F Hutton 1985 - 1988
Skills
Fixed Income, Structured Finance, Derivatives, Valuation, Capital Markets, ABS, Venture Capital, Investment Banking, Private Equity, Structured Products, Financial Structuring, Trading, Alternative Investments, Emerging Markets, Asset Management, Hedge Funds, Investments, Portfolio Management, Equities, Risk Management, Securities, Financial Risk, Banking, Management, Credit Risk
Education
smithtown hs east
General Assembly 2015 — 2015
Certificate in Data Science, Data Science
Cornell University 1980 — 1984
Bachelor of Science, Physics
NYU 1992 — 1992
Ovid Capital Advisors January 2013 - October 2014
Christofferson Robb & Company April 2003 - March 2012
Bear Stearns April 1998 - April 2003
Vice President January 1997 - January 1998
Lehman Brothers 1991 - 1995
Bain & Company 1989 - 1991
Prudential Bache 1988 - 1990
E.F Hutton 1985 - 1988
Skills
Fixed Income, Structured Finance, Derivatives, Valuation, Capital Markets, ABS, Venture Capital, Investment Banking, Private Equity, Structured Products, Financial Structuring, Trading, Alternative Investments, Emerging Markets, Asset Management, Hedge Funds, Investments, Portfolio Management, Equities, Risk Management, Securities, Financial Risk, Banking, Management, Credit Risk
Education
smithtown hs east
General Assembly 2015 — 2015
Certificate in Data Science, Data Science
Cornell University 1980 — 1984
Bachelor of Science, Physics
NYU 1992 — 1992
Andrew Smeltz's Bear Stearns Experience June 2006 - October 2007
Job Chief Operating Officer at Trevian Capital
Industry Commercial Real Estate
Experience
Trevian Capital June 2014 - Present
Cantor Fitzgerald August 2012 - June 2014
Madison Realty Capital January 2008 - April 2012
Bear Stearns June 2006 - October 2007
The Bank of New York June 2005 - August 2005
M&T Mortgage Corporation, M&T Bank June 2001 - June 2004
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Finance, Leadership/Organizational Behavior
Cornell University 1997 — 2001
BA, Government
Trevian Capital June 2014 - Present
Cantor Fitzgerald August 2012 - June 2014
Madison Realty Capital January 2008 - April 2012
Bear Stearns June 2006 - October 2007
The Bank of New York June 2005 - August 2005
M&T Mortgage Corporation, M&T Bank June 2001 - June 2004
Education
Yale University - Yale School of Management 2004 — 2006
MBA, Finance, Leadership/Organizational Behavior
Cornell University 1997 — 2001
BA, Government
Stephen Gargiulo's Bear Stearns Experience January 1997 - July 2008
Job CMBS Trader
Industry Financial Services
Experience
Cantor Fitzgerald August 2013 - Present
Citigroup Global Markets July 2008 - April 2013
Bear Stearns January 1997 - July 2008
Skills
Equities, Fixed Income, Derivatives, Capital Markets, Bloomberg, Portfolio Management, Trading, Hedge Funds, Series 7, Investment Banking, Investments, Financial Markets
Education
Columbia University in the City of New York 1992 — 1996
Bachelor's degree
Cantor Fitzgerald August 2013 - Present
Citigroup Global Markets July 2008 - April 2013
Bear Stearns January 1997 - July 2008
Skills
Equities, Fixed Income, Derivatives, Capital Markets, Bloomberg, Portfolio Management, Trading, Hedge Funds, Series 7, Investment Banking, Investments, Financial Markets
Education
Columbia University in the City of New York 1992 — 1996
Bachelor's degree
Alexandra Hack's Bear Stearns Experience June 2005 - August 2005
Job Managing Director and General Counsel at Stern Estate LLC
Industry Individual & Family Services
Experience
Stern Estate LLC April 2009 - Present
Edge Bar Tutoring Group September 2007 - December 2008
Bear Stearns June 2005 - August 2005
Manhattan District Attorney's Office December 2001 - May 2003
Cadwalader, Wickersham & Taft LLP 2001 - November 2001
Skills
Business Strategy, Hedge Funds, Strategic Planning, Management, Corporate Finance, Due Diligence, Structured Finance, Corporate Law, Securities, Private Equity, Policy, Mergers & Acquisitions, Alternative Investments, Investments, Capital Markets, Environmental Law, Licensing
Education
Villanova University School of Law
Doctor of Law (J.D.)
Cornell Law School
University of Pennsylvania
Bachelor of Arts (B.A.), Majored in History; Double Minored in French and Art History
Stern Estate LLC April 2009 - Present
Edge Bar Tutoring Group September 2007 - December 2008
Bear Stearns June 2005 - August 2005
Manhattan District Attorney's Office December 2001 - May 2003
Cadwalader, Wickersham & Taft LLP 2001 - November 2001
Skills
Business Strategy, Hedge Funds, Strategic Planning, Management, Corporate Finance, Due Diligence, Structured Finance, Corporate Law, Securities, Private Equity, Policy, Mergers & Acquisitions, Alternative Investments, Investments, Capital Markets, Environmental Law, Licensing
Education
Villanova University School of Law
Doctor of Law (J.D.)
Cornell Law School
University of Pennsylvania
Bachelor of Arts (B.A.), Majored in History; Double Minored in French and Art History
Jean-Renaud Adda's Bear Stearns Experience July 2006 - June 2008
Job Senior Vice President at HSBC
Industry Financial Services
Experience
HSBC November 2014 - Present
HSBC June 2008 - Present
Bear Stearns July 2006 - June 2008
Barclays Private Bank July 2004 - August 2004
Skills
Investment Banking, Derivatives, Fixed Income, Equities, Capital Markets, Bloomberg, Financial Modeling, Financial Markets, Valuation, Risk Management, Options, Quantitative Finance, Investments, Market Risk, Structured Products, Equity Derivatives, Management
Education
Columbia University in the City of New York 2005 — 2006
Master of Science (MSc), Financial Engineering (MSFE)
ENSAE 2003 — 2006
Master's degree, Applied Mathematics to Statistics and Economics
HSBC November 2014 - Present
HSBC June 2008 - Present
Bear Stearns July 2006 - June 2008
Barclays Private Bank July 2004 - August 2004
Skills
Investment Banking, Derivatives, Fixed Income, Equities, Capital Markets, Bloomberg, Financial Modeling, Financial Markets, Valuation, Risk Management, Options, Quantitative Finance, Investments, Market Risk, Structured Products, Equity Derivatives, Management
Education
Columbia University in the City of New York 2005 — 2006
Master of Science (MSc), Financial Engineering (MSFE)
ENSAE 2003 — 2006
Master's degree, Applied Mathematics to Statistics and Economics
Thomas Maloney's Bear Stearns Experience 1994 - 2001
Job Managing Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank 2002 - Present
Bear Stearns 1994 - 2001
General Motors 1986 - 1994
Skills
Fixed Income, Capital Markets, Mergers & Acquisitions, Private Equity, Derivatives, Investment Banking, Valuation, Corporate Finance, Equities, Emerging Markets, Financial Modeling
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
Trinity College-Hartford
Bachelor of Science (B.S.)
Deutsche Bank 2002 - Present
Bear Stearns 1994 - 2001
General Motors 1986 - 1994
Skills
Fixed Income, Capital Markets, Mergers & Acquisitions, Private Equity, Derivatives, Investment Banking, Valuation, Corporate Finance, Equities, Emerging Markets, Financial Modeling
Education
Columbia University - Columbia Business School
Master of Business Administration (MBA), Finance
Trinity College-Hartford
Bachelor of Science (B.S.)
Amy Chang Cureton's Bear Stearns Experience 1996 - 1999
Job
Industry Investment Banking
Experience
Teach For America 2002 - 2004
JPMorgan Chase & Co. 1999 - 2002
Bear Stearns 1996 - 1999
Merrill Lynch 1992 - 1994
Skills
Investment Banking, Capital Markets, Finance, Leadership, Management, Financial Analysis, Non-profit Leadership, Process Improvement, Budgets, Risk Management, Recruiting, Mentoring
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Wellesley College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Columbia University in the City of New York 1990 — 1991
Visiting Scholar, Junior Year Abroad
Teach For America 2002 - 2004
JPMorgan Chase & Co. 1999 - 2002
Bear Stearns 1996 - 1999
Merrill Lynch 1992 - 1994
Skills
Investment Banking, Capital Markets, Finance, Leadership, Management, Financial Analysis, Non-profit Leadership, Process Improvement, Budgets, Risk Management, Recruiting, Mentoring
Education
University of Pennsylvania - The Wharton School 1994 — 1996
Master of Business Administration (MBA), Finance, General
Wellesley College 1988 — 1992
Bachelor of Arts (B.A.), Economics
Columbia University in the City of New York 1990 — 1991
Visiting Scholar, Junior Year Abroad
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS