Bear Stearns & Co.

Industry: Investment banking company

Description

The 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, NY Founded: May 1, 1923, New York City, NY Subsidiaries: JP Morgan Securities Inc, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne

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Bear Stearns & Co. Employees

Employee
Years
Job
Industry
Jake Singer Jake Singer Greater Seattle Area Details
Jake Singer's Bear Stearns & Co. Experience June 2007 - August 2007
Job Senior Product Manager at Amazon
Industry Internet
Experience
Amazon  July 2015 - Present
MBAs Across America  June 2015 - July 2015
Amazon  May 2014 - August 2014
Intelligentsia Coffee & Tea  June 2013 - August 2013
White Bay Group   October 2010 - March 2013
KPMG  July 2009 - October 2010
Panjiva  June 2008 - August 2008
Bear Stearns & Co.   June 2007 - August 2007

Skills
Economics, Financial Modeling, Research, Financial Analysis, Valuation, Microsoft Excel, PowerPoint, Bloomberg Terminal, Data Analysis, Non-profits, Bloomberg, Strategy, Creative Problem Solving, Mergers & Acquisitions, Private Equity, Analysis, Fixed Income, Corporate Finance, Financial Services, Equities, Finance, Nonprofits, VBA, Marketing, Management

Education
NYU Stern School of Business   2013 — 2015
Master of Business Administration (MBA), Strategy, Business Analytics, and Marketing

Brandeis University   2005 — 2009
BA, Economics

The Hebrew University   2007 — 2008
Study Abroad

Michele Dottin Michele Dottin Greater New York City Area Details
Michele Dottin's Bear Stearns & Co. Experience August 1997 - October 2007
Job Executive Administrative Assistant with Extensive Experience
Industry Mining & Metals
Experience
Alcoa  October 2007 - December 2013
Bear Stearns & Co.   August 1997 - October 2007

Skills
Administrative..., Outlook, Mining, SAP, Onboarding, Microsoft Office, Microsoft Excel, Microsoft Word, Purchasing, Executive Support, Diary Management, Customer Service, Client Relations, Events Coordination, Project Management, Executive..., Staff Assistance, Business Operations, Meeting Planning, Travel Coordination, Office Management, Foundation Initiatives, Foundation Support, Program Planning, Client Relationship..., Quality Assurance, Departmental..., Domestic Travel..., International Travel..., Community Outreach, Budget Allocation, Grant Research, Team Development, Team Training, Internal Communications, External Communications, Problem Solving, Presentations, Negotiation, Axiom, Concur, Communication, Staff Support, Confidential Documents, Event Planning, Event Management, Marketing Communications, Strategic Planning, Strategy, Leadership

Education
Springfield Gardens High School   1976 — 1980

Borough of Manhattan Community College
Continuing Education Courses

Henry Stockman Henry Stockman San Francisco, California Details
Henry Stockman's Bear Stearns & Co. Experience April 2001 - April 2006
Job Risk Management Executive
Industry Financial Services
Experience
NPA Vision, Inc.   November 2010 - Present
Howe Barnes Hoefer & Arnett  February 2008 - February 2010
Bear Stearns & Co.   April 2001 - April 2006
Hambrecht & Quist  August 1987 - August 2001
Oppenheimer and Company, Inc.   August 1985 - August 1987
Security Pacific Corporation  September 1979 - September 1985

Skills
Mergers, Financial Analysis, Equities, Investment Banking, Risk Management, Fixed Income, Banking, Capital Markets, Corporate Finance, Equity Research, Investments, Private Equity, Valuation, Asset Managment, Financial Institutions, Business Strategy, Retirement Planning, Strategic Planning, Portfolio Management, Asset Management, Mergers & Acquisitions, Hedge Funds

Education
Wharton School, University of Pennsylvania   1977 — 1979
Master of Business Administration (M.B.A.), Accounting and Finance

Stanford University   1971 — 1975
Bachelor of Arts (B.A.), English Language and Literature/Letters

Allen Campbell Allen Campbell Dallas/Fort Worth Area Details
Allen Campbell's Bear Stearns & Co. Experience 1972 - 1974
Job CEO Channel Trend LC
Industry Investment Management
Experience
Channel Trend   January 2009 - Present
Various companies  1980 - March 2014
Schneider Bernet & Hickman   1977 - 1979
Arthur D. Little  1975 - 1977
Bear Stearns & Co.   1972 - 1974
Taft Stettinius & Hollister LLP  1967 - 1970

Skills
Investment Management, Investment Research, Corporate Finance, Securities, Business Strategy, Business Analysis, Business Development, Corporate Law, Dispute Resolution, Communication Skills, Entrepreneurship

Education
The University of Chicago   1970 — 1972
Master of Business Administration (MBA), Finance, Investments, International business

Columbia University in the City of New York   1964 — 1967
Doctor of Law (J.D.), Law

The College of Wooster   1960 — 1964
Bachelor of Arts (B.A.), History

Aaron Solganick Aaron Solganick Greater Los Angeles Area Details
Aaron Solganick's Bear Stearns & Co. Experience March 1993 - November 1995
Job CEO at Solganick & Co.
Industry Investment Banking
Experience
Solganick & Co.   September 2015 - Present
Generation Equity Advisors, LLC   January 2009 - Present
B. Riley & Co.   January 2007 - March 2008
KPMG Corporate Finance, LLC  August 2004 - October 2006
SG Capital, LLC   October 2002 - August 2004
Southwest Securities, Inc.   January 2001 - January 2002
Perot Systems Corp.  May 1998 - December 2000
American Electric Power  January 1996 - May 1998
Bear Stearns & Co.   March 1993 - November 1995

Skills
Corporate Finance, Mergers, Investment Banking, Deal Structuring, Private Equity, Corporate Development, Capital Markets, LBO, M&A experience, Valuation, Acquisitions, M&A execution, M&A analysis, International M&A, Deal Origination, Negotiation, Mergers & Acquisitions, Strategic Partnerships, Strategy, Financial Modeling

Education
Southern Methodist University   1998 — 2000
Master of Business Administration (MBA), Finance, Entreprenuership, Strategy

Southern Methodist University - Cox School of Business   1998 — 2000
MBA, Finance and Strategy

University of North Texas   1989 — 1994
BBA, Finance

Rebecca Troutman Rebecca Troutman Rye, New York Details
Rebecca Troutman's Bear Stearns & Co. Experience 1987 - 1991
Job Attorney
Industry Legal Services
Experience
Riverkeeper  2006 - 2012
Riverkeeper  2006 - 2009
Pace Environmental Litigation Clinic  May 2006 - August 2006
Rosenman & Colin  1995 - 1996
Cummings & Lockwood  1994 - 1995
Cravath, Swaine & Moore LLP   May 1993 - August 1993
Bear Stearns & Co.   1987 - 1991

Skills
Licensing, Policy, Environmental Law, Research, Litigation, Environmental Awareness, Environmental Policy, Corporate Governance, Legal Writing

Education
Pace University School of Law   2006 — 2007
Master of Laws (LL.M.), Environmental Law

Columbia University School of Law   1991 — 1994
Doctor of Law (J.D.)

Harvard College   1981 — 1986
Bachelor of Arts (B.A.), Goverment

Ana Maria Sencovici Ana Maria Sencovici Greater New York City Area Details
Ana Maria Sencovici's Bear Stearns & Co. Experience 2002 - 2003
Job Principal at The River Group LLC
Industry Management Consulting
Experience
The River Group LLC   April 2015 - Present
Success Academy Charter Schools  November 2013 - April 2015
American Express  September 2012 - November 2013
The Senco Group, LLC   December 2008 - September 2012
The Trium Group  February 2007 - December 2008
American Express  January 2006 - February 2007
American Express Bank  July 2003 - December 2005
Bear Stearns & Co.   2002 - 2003
Hamilton Lane Advisors   1998 - 2000
First Union National Bank  1992 - 1993

Skills
Strategy, Management Consulting, Change Management, Entrepreneurship, Leadership, Leadership Development, Human Resources, Mergers & Acquisitions, Organizational..., Executive Management, Learning & Development..., Training, Organizational..., Management, Business Transformation, Culture Change, Talent Management, Team Building, Organizational Culture, Employee Engagement, Business Development, Financial Services, Private Equity, Marketing, Strategic Planning, Investment Management, Portfolio Management, Mergers, Corporate Development, Enterprise Software, Analysis, Investment Advisory..., Corporate Finance, Banking, Business Innovation, Defined Contribution, Start-ups, Defined Benefit, Global Asset Management, Neuroscience, Behavioral Finance, Behavioural Change, Design Thinking, Critical Thinking, Instructional Design, Curriculum Development, Executive Coaching, Public Speaking

Education
Wharton School, University of Pennsylvania   2000 — 2002
MBA, Change Management

Bryn Mawr College   1993 — 1996
MA, French Literature

Haverford College   1992 — 1996
BA, French / Comparative Literature

Daniel Kohn Daniel Kohn Greater New York City Area Details
Daniel Kohn's Bear Stearns & Co. Experience September 2007 - August 2008
Job Associate at RC Law Group
Industry Law Practice
Experience
RC Law Group   May 2013 - Present
Biebelberg & Martin   January 2013 - March 2013
Grais & Ellsworth LLP  December 2012 - January 2013
Blume Goldfaden Berkowitz Donnelly Fried & Forte  November 2011 - May 2012
Seton Hall University  August 2008 - May 2012
Bright & Sponder   May 2011 - August 2011
CURE Auto Insurance  May 2011 - August 2011
Law Offices of Jan Meyer & Associates, P.C.   May 2010 - August 2010
Superior Court of New Jersey  June 2009 - August 2009
Bear Stearns & Co.   September 2007 - August 2008

Skills
Legal Research, Legal Writing, Civil Litigation, Litigation, Commercial Litigation, Courts

Education
Seton Hall University School of Law   2008 — 2012
JD, Law, Intellectual Property Law Concentration

Yeshiva University   2004 — 2007
B.A., History, Business & Managment

MOHSEN SALEHI, T-GEMBA MOHSEN SALEHI, T-GEMBA San Francisco Bay Area Details
MOHSEN SALEHI, T-GEMBA's Bear Stearns & Co. Experience February 2007 - January 2008
Job Focused on Innovation, Strategy, Business Transformation & Expansion, Organizational Effectiveness,Workforce Development
Industry Management Consulting
Experience
Visionary People℠™ VP℠™   February 2009 - Present
San Mateo County Transit District  2014 - 2015
Wells Fargo  August 2009 - October 2012
Bear Stearns & Co.   February 2007 - January 2008
American Financial Lending Inc. (AFL)   January 2000 - August 2007
Nu Vision Media Group   January 2004 - December 2006
Nu Image Productions LLC   January 1997 - January 2004
ITNCA LLC   January 1997 - January 2004
Nash Bridges TV Series - CBS Broadcasting Network   April 1996 - July 2000
Salehi Enterprises (Texaco, Shell, BP, Amoco, Amsia Petroleum Distribution)   January 1985 - January 2000

Skills
Organizational..., Executive Management, Strategic Partnerships, Management Consulting, Risk Management, Marketing Strategy, Business Planning, Business Analysis, Competitive Analysis, Global Business..., Business Process..., Customer Retention, Leadership Development, Marketing Communications, Corporate Finance, Customer Satisfaction, Corporate Development, Non-profits, Business Expansion, Corporate Social..., Corporate Governance, Organizational..., Business Modeling, Sustainability, Business Intelligence..., Competitive Advantage, Global Operations, Unified Communications, Consultative Selling, Organizational Behavior, Organizational Structure, Corporate Management, Distribution, Business Change..., Corporate Budgeting, Customer Experience..., Training & Development, Medical Informatics, Mobile Solutions, National Account..., Business Operations..., Qualitative Market..., Rich Media, Global Strategy, International Project..., International..., International Business, International Trade, Global Sourcing, International Logistics

Education
Saint Mary's College of California (SMC)   2011 — 2012
T-GEMBA, Trans-Global Executive Masters of Business Administration, 4.0

BES La Salle BCN (Business Engineering School) - Universitat Ramon Llull   2011 — 2011
International EMBA, European Manufacturing, Industrial Engineering, International Business & Global Project Management

Professional Association of Diving Instructors   2011 — 2011
PADI Advanced Open Water Diver Certificate, Advanced Open Water Diver, A+

University of San Francisco   2009 — 2010
B.Sc., Organizational Behavior & Leadership (OBL)

Chabot Las Positas College   2008 — 2008
(6) Certificates of Achievement, Microsoft Stand-alone Business Applications

Diablo Valley College   2008 — 2008
A.A., Liberal Arts

Diablo Valley College   1998 — 2000
Cert., Multimedia Engineering & Informatics

Leonard Wolf Chinese Karate Association   1985 — 1990
3rd Dan Brown Belt, Offensive Full-contact Chinese Kenpō Karate / Bak Mei Kung Fu

Andrea Miller, CFA Andrea Miller, CFA Chicago, Illinois Details
Andrea Miller, CFA's Bear Stearns & Co. Experience June 2003 - April 2007
Job Principal at Miller Chicago
Industry Commercial Real Estate
Experience
Miller Chicago   September 2012 - Present
Miller Manhattan Real Estate   2013 - Present
Commercial Real Estate Broker  December 2010 - August 2012
Brightwood Builders Inc.   December 2008 - December 2010
Lehman Brothers  April 2007 - September 2008
Bear Stearns & Co.   June 2003 - April 2007
ABN-AMRO  January 2001 - April 2002
Arthur Andersen LLP  January 1999 - December 2000

Skills
Real Estate, Real Estate Development, Real Estate Transactions, Commercial Real Estate, Commercial Real Estate..., Commercial Real Estate..., Sales, Business Development, Strategic Planning, Investment Sales, Commercial Leasing, Leasing, Property Management, Financial Analysis, Finance, Marketing Strategy, Valuation, Due Diligence, Financial Modeling, Real Estate Economics, Asset Managment, Leases, Loans, Investment Properties, Investors, Investments, Structured Finance, Mortgage Lending, Asset Management

Education
The University of Chicago - Booth School of Business   2002 — 2004
Master of Business Administration (MBA), Analytic Finance & Economics

University of Illinois at Urbana-Champaign   1995 — 1999
Bachelor of Science (B.S.), Finance, General

Joshua Bischoff Joshua Bischoff Greater New York City Area Details
Joshua Bischoff's Bear Stearns & Co. Experience April 1999 - September 2001
Job Director Head of Trading at TimesSquare Capital
Industry Investment Management
Experience
TimesSquare Capital   April 2003 - Present
Loomis, Sayles & Company   May 2002 - November 2002
Princeton Securities Group   September 2001 - May 2002
Bear Stearns & Co.   April 1999 - September 2001
Loomis, Sayles & Company   April 1997 - March 1999
Zurich Financial formerly Dreman Value Management   June 1995 - April 1997

Skills
Smallcap trading, Equities, Financial Markets

Education
Providence College   1991 — 1995
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General / Finance

Jeremy Watnick Jeremy Watnick Austin, Texas Details
Jeremy Watnick's Bear Stearns & Co. Experience 1995 - 1999
Job Sr. Sales Manager at Blue Water Gold
Industry Oil & Energy
Experience
Blue Water Gold   2012 - Present
Rainmaker Systems  2005 - 2009
Perfect Circle Media   2001 - 2004
Venture Direct Worldwide  1999 - 2001
Bear Stearns & Co.   1995 - 1999

Skills
Series 7, Series 63, Real Estate License

Education
Bentley College   1993 — 1996
Bachelor of Science (BS), Finance, General

Marvelwood School   1988 — 1992
General

Phil Blevins Phil Blevins Dallas/Fort Worth Area Details
Phil Blevins's Bear Stearns & Co. Experience October 1984 - November 1988
Job Senior Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  March 2009 - Present
Smith Barney  November 1988 - March 2009
Bear Stearns & Co.   October 1984 - November 1988
Bateman Eichler, Hill Richards  February 1982 - September 1984

Skills
Asset allocation,...

Education
The University of Texas at Arlington   1977 — 1981
Business Administration and Management, General

Andrea C. Griffin Andrea C. Griffin San Francisco Bay Area Details
Andrea C. Griffin's Bear Stearns & Co. Experience August 2005 - March 2008
Job SunFunder
Industry Renewables & Environment
Experience
Council on Foreign Relations  June 2015 - Present
SunFunder   February 2014 - Present
Orb Energy Pvt Ltd   2011 - 2014
Acumen Fund  September 2011 - September 2012
Acumen Fund  June 2010 - March 2011
Bear Stearns, a Division of J.P. Morgan & Co.   March 2008 - August 2009
Bear Stearns & Co.   August 2005 - March 2008

Skills
Emerging Markets, Renewable Energy, International..., Energy, Due Diligence, Venture Capital, Project Management, Policy Analysis, Finance, Portfolio Managers, Solar Energy, Strategy, Business Strategy, Portfolio Management, Management, Product Management, Entrepreneurship, Business Planning, Financial Modeling, Negotiation, Investments, Cleantech

Education
Columbia University - School of International and Public Affairs   2009 — 2011
Masters in International Affairs, Renewable Energy and Environment

University of Vermont   2001 — 2005
B.S. Economics, Economics and French

The Loomis Chaffee School   1998 — 2001

New Canaan Country School

Jesse Rose Jesse Rose New York, New York Details
Jesse Rose's Bear Stearns & Co. Experience May 2007 - August 2007
Job Investment Banking Associate
Industry Investment Banking
Experience
BMO Capital Markets  July 2014 - Present
Wells Fargo  January 2010 - May 2014
Wachovia Securities  June 2008 - January 2010
Bear Stearns & Co.   May 2007 - August 2007

Skills
Corporate Finance, Investment Banking, Business Valuation, Financial Modeling, Alternative Investments, Derivatives, Asset Management, Investment Strategies, Equity Research, Financial Risk, Financial Risk...

Education
Columbia University - Columbia Business School   2012 — 2014
MBA, Finance

Bryant University   2004 — 2008
Bachelor of Science in Business Administration, Finance

Lorenzo De' Medici   2006 — 2006
Study Abroad Program in Florence, Italy

David J. Ameen David J. Ameen Greater Boston Area Details
David J. Ameen's Bear Stearns & Co. Experience 1987 - 1990
Job Senior Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  February 2009 - Present
Smith Barney inc.  1999 - 2009
Prudential Securities inc.  1994 - 1999
Paine Webber Inc.  1990 - 1994
Bear Stearns & Co.   1987 - 1990

Skills
Hedge Funds, Financial Analysis, 401k, ETFs, Capital Markets, Financial Modeling, Financial Services, Risk Management

Education
UMass Lowell
Bachelor's degree, Finance, Computer Science-Minor

Nicol Grosso Nicol Grosso Greater New York City Area Details
Nicol Grosso's Bear Stearns & Co. Experience 1985 - 2001
Job Business Operations and Human Resources Executive | Director at Evercore | SPHR
Industry Investment Banking
Experience
Evercore  September 2003 - Present
HSBC Securities (USA) Inc.   2001 - 2003
Bear Stearns & Co.   1985 - 2001

Skills
Management, Human Resources, Team Management, Mergers & Acquisitions, HRIS, Negotiation, Deferred Compensation, Project Management, IPO, Strategy, Mergers, Vendor Management, Operations Management, Strategic Leadership, Organizational..., Business Process..., Compensation & Benefits..., Organizational Design, Facilities Operations, Collaborative Leadership, Scale Up, Global Immigration, Union Relations, Office Management, Construction Management, Office Administration, Event Planning

Education
Cornell University - Johnson Graduate School of Management
Master of Business Administration (MBA)

New York University
Bachelor of Science (BS), Leadership & Management Studies

Meghan Van Dusen Spear Meghan Van Dusen Spear Greater New York City Area Details
Meghan Van Dusen Spear's Bear Stearns & Co. Experience 2000 - 2002
Job VP, Head of Sales at Mosaic Research Management
Industry Financial Services
Experience
Mosaic Research Management  August 2014 - Present
AlphaSense, Inc.   2013 - 2014
EVA Dimensions  2008 - 2011
Jefferies & Company  2004 - 2007
Bear Stearns & Co.   2000 - 2002

Skills
Financial Markets, Fixed Income, Valuation, Investment Banking, Mutual Funds, Bloomberg, Equity Research, Equities, Trading, Hedge Funds, Financial Services, Foreign Exchange, Swaps, Investor Relations, Financial Modeling, Finance, Capital Markets, Investments, Options, Asset Allocation, Asset Management, Series 7, Sales Operations, Sales Management, Sales

Education
Emerson College   1998 — 2004
B.S.S., Communications and Public Relations

Tulane University   1997 — 1998
Marketing

Joseph Danowsky Joseph Danowsky Greater New York City Area Details
Joseph Danowsky's Bear Stearns & Co. Experience 2001 - 2008
Job Managing Director/Private Client Advisor at U.S. Trust
Industry Financial Services
Experience
Barclays Wealth and Investment Management  2011 - 2013
J.P. Morgan   2008 - 2011
Bear Stearns & Co.   2001 - 2008
Bear Stearns & Co.   June 1986 - December 2000

Skills
Equities, Securities, Capital Markets, Derivatives, Alternative Investments, Investment Banking, Wealth Management, Series 63, Structured Finance, Trading, Securities Regulation, FINRA, Prime Brokerage, Investment Management, Private Equity, Hedge Funds, Options, Investment Advisory, Investments, Corporate Finance, Venture Capital, Asset Management, Financial Services, Asset Allocation, Series 7, Equity Trading, Financial Markets, Structured Products, Equity Derivatives, Risk Management, Bloomberg, Mutual Funds

Education
Harvard Law School
J.D. (Member of New York, Pennsylvania, and New Jersey Bars)

University of Pennsylvania
B.A., Economics (Summa Cum Laude and Phi Beta Kappa)

Drew Finnegan Drew Finnegan San Francisco, California Details
Drew Finnegan's Bear Stearns & Co. Experience January 1996 - November 1997
Job Managing Director at Merriman Capital, Inc.
Industry Investment Banking
Experience
Merriman Capital, Inc.   August 2014 - Present
Deal Labs  December 2013 - July 2014
ADF Capital Management   March 2011 - December 2013
Cambridge Investments Ltd.   February 2002 - March 2011
Roberston Stephens Inc   November 1997 - February 2002
Bear Stearns & Co.   January 1996 - November 1997

Skills
Investments, Hedge Funds, Equity Trading, Trading, Portfolio Management, Equities, Mutual Funds, Banking, Investor Relations, Fundraising, Management, Asset Management, Investment Banking, Private Equity, Start-ups, Venture Capital, Strategy, Finance, Investment Management, Financial Services, Capital Markets, Alternative Investments, Valuation, Business Development, Securities

Education
Whittier College   1994 — 1996
Master of Arts (M.A.), Education

Ohio University   1988 — 1993
Bachelor of Applied Science (B.A.Sc.), Sports Adminstration

Jodi Johnson Jodi Johnson Greater New York City Area Details
Jodi Johnson's Bear Stearns & Co. Experience November 2006 - March 2008
Job Senior Operations Specialist at Voya Investment Management
Industry Investment Banking
Experience
Voya Investment Management  June 2014 - Present
Fortress Investment Group  November 2012 - December 2013
Longacre Fund Management   July 2011 - July 2012
Goldman Sachs  March 2008 - December 2010
Bear Stearns & Co.   November 2006 - March 2008
Bear Stearns & Co.   August 2004 - November 2006

Skills
Fixed Income, Middle Office, Bloomberg, Equities, Hedge Funds, Capital Markets, Credit Derivatives, Derivatives, Investment Banking, Valuation, Asset Managment, Swaps, Structured Finance, Loans, Bonds, Asset Management

Education
Pace University   2000 — 2004
Bachelor of Science (BS), Finance

DBM

Daniel Altman Daniel Altman Greater New York City Area Details
Daniel Altman's Bear Stearns & Co. Experience August 1996 - January 2007
Job Leadership role in Research group at Bradesco
Industry Financial Services
Experience
Bradesco  June 2015 - Present
Guggenheim Global Partners   August 2014 - January 2015
Phibro Trading/Astenbeck Capital Markets   April 2012 - May 2014
Harbor Bridge Emerging Markets   January 2011 - April 2012
Zweig-Dimenna Associates  February 2007 - January 2011
Bear Stearns & Co.   August 1996 - January 2007

Skills
Equities, Hedge Funds, Equity Research, Valuation, Capital Markets, Financial Modeling, Bloomberg, Fixed Income, Investments, Asset Management, Financial Analysis, Emerging Markets, Due Diligence, Equity Valuation, Portfolio Management, Private Equity, Financial Markets

Education
Columbia University - School of International and Public Affairs   1994 — 1996
mia, finance

University of Ottawa   1989 — 1993
Master's Degree, Social Sciences, Magna Cum Laude

Lyris Rodriguez Lyris Rodriguez Greater New York City Area Details
Lyris Rodriguez's Bear Stearns & Co. Experience May 2007 - September 2007
Job Attorney at Pandora Media
Industry Internet
Experience
Pandora  March 2014 - Present
A&E Television Networks  June 2011 - March 2014
New York State Supreme Court  September 2009 - June 2011
MTV Networks  January 2008 - May 2008
Bear Stearns & Co.   May 2007 - September 2007
Coach  August 2006 - May 2007
Hamptons International Film Festival  May 2006 - September 2006

Skills
Internet Radio, Interactive Advertising, NDA, IAB, Insertion Orders, Digital Media, Social Media Policy, Data Privacy, Social Media, Advertising Law, Advertising, Digital Strategy, Strategy, Data, Facebook, Mobile Marketing, New Media, Social Media Marketing, Marketing Strategy, Marketing, Pre-Broadcast Review, Scripts, Rough Cuts, Film, Risk Management, Consumer Products, FVOD, TVOD, SVOD, VOD, Video On Demand, Mobile, Internet Streaming, International..., Sales, Television, Jaguar Rights..., Licensing, Rights & Clearances, Entertainment Law, Litigation, Negotiation, Legal Research, Westlaw, Adobe Creative Suite, Microsoft Office, Social Networking

Education
The New School   2013 — 2015
Master of Science (M.S.), Media Management

Saint John's University School of Law   2005 — 2008
Doctor of Law (J.D.), Media Law

Quinnipiac University   2000 — 2004
Bachelor of Science (B.S.)

Anil Hazari PMP Anil Hazari PMP Dayton, New Jersey Details
Anil Hazari PMP's Bear Stearns & Co. Experience November 2004 - November 2008
Job VP at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase  November 2008 - Present
Bear Stearns & Co.   November 2004 - November 2008
Prebon Yamane  June 2002 - October 2004
Compuware  June 2001 - June 2002
Goldman Sachs  April 2000 - May 2001
Merrill Lynch  May 1998 - April 2000
Johnson & Johnson  May 1997 - May 1998
Citicorp Overseas Software Ltd.  December 1995 - May 1997

Education
Bombay Institute of Technology, Bombay, India
Associate's degree, Digital Electronics & Computer Science

Don Bosco Matunga
Secondary School Certificate, Mathematics and Science

Rutgers Business School
Master's degree, Business Administration, Management and Operations

Shah and Anchor Engineering College
Bachelor of Engineering (BE), Electrical and Electronics Engineering

Raymond Jeong Raymond Jeong Greater New York City Area Details
Raymond Jeong's Bear Stearns & Co. Experience November 2005 - February 2006
Job Senior System Engineer at trueEX Group
Industry Financial Services
Experience
trueEX Group LLC  August 2014 - Present
NYC Department of Information Technology & Telecommunications  February 2013 - August 2014
RBC Capital Markets  August 2007 - January 2013
Ixel LLC   January 2005 - December 2007
New York City Police Department - Real Time Crime Center   March 2006 - July 2007
Bear Stearns & Co.   November 2005 - February 2006
JP Morgan Chase & Co  March 1997 - September 2005
Comtect Inc   July 1997 - December 2004
Bell Atlantic  July 1995 - February 1997
AT&T  March 1990 - June 1995

Skills
Solaris, SAN, Brocade, Clariion, Storage, Storage Area Networks, Servers, NAS, Netbackup, Sun, VMware, Operating Systems, Linux, Unix, RedHat, NetApp, Veritas Volume Manager, System Administration, Nagios, Unix Shell Scripting, Enterprise Storage, Virtualization, Red Hat Linux, Disaster Recovery, Symmetrix, Databases, Integration, Replication, Data Migration, Python, EMC Storage, High Availability, Shell Scripting, DB2, Data Center, Enterprise Architecture, Troubleshooting, Business Continuity, Server Architecture, RHEL, Perl, VMware ESX, Windows Server, Infrastructure, System Deployment, Cloud Computing, Solution Architecture, DNS, ITIL, TCP/IP

Education
Polytechnic University   1985 — 1989
Bachelor’s Degree

CUNY Borough of Manhattan Community College   1984 — 1985

Brooklyn Technical High School   1980 — 1984
High School

Shery Saeed Shery Saeed New York, New York Details
Shery Saeed's Bear Stearns & Co. Experience October 2000 - December 2007
Job Business Advisor
Industry Financial Services
Experience
Naissance Capital, Woman's Leadership Fund   August 2008 - November 2009
Bear Stearns & Co.   October 2000 - December 2007
Shery Saeed Consulting   July 1999 - September 2000
American Express  November 1993 - June 1999

Skills
Management Consulting, Valuation, Cross-functional Team..., Start-ups, Risk Management, Business Development, Change Management, Leadership, Analytics, Strategic Planning, Management, Business Planning, Mergers & Acquisitions, Strategy, Strategic Partnerships, Budgets, Executive Management, Business Transformation, Entrepreneurship, Due Diligence, Negotiation, Business Strategy, Business Process..., Organizational..., Six Sigma, PMO, Business Analysis, Project Portfolio..., Project Management

Education
Fordham University - Graduate School of Business Administration
MBA, Deming Scholars Honor Program - Management

New York Real Estate Institute
New York Real Estate License

University of Colorado Boulder
Bachelor, Physics

James Pecoraro James Pecoraro Seaford, New York Details
James Pecoraro's Bear Stearns & Co. Experience 2000 - 2008
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan   2008 - Present
Bear Stearns & Co.   2000 - 2008
Bear Stearns & Co.   1996 - 2000
Goldman Sachs  1990 - 1996

Education
Polytechnic University   1986 — 1989
Master of Science (M.S.), Computer Science

Tufts University   1982 — 1986
Bachelor of Science (B.S.), Electrical Engineering

Jim Ambrosini Jim Ambrosini Roseland, New Jersey Details
Jim Ambrosini's Bear Stearns & Co. Experience October 1997 - October 1998
Job Managing Director at CohnReznick
Industry Information Technology and Services
Experience
CohnReznick LLP  April 2014 - Present
New York University  August 2010 - October 2014
CohnReznick LLP  October 2012 - April 2014
Protiviti  November 2006 - October 2012
Ernst & Young LLP  October 2004 - November 2006
KPMG LLP  November 1998 - September 2004
Bear Stearns & Co.   October 1997 - October 1998
Axa Financial Group - Equitable Life   January 1994 - October 1997

Skills
Governance, Risk Management, IT Audit, Enterprise Risk..., Sarbanes-Oxley Act, Internal Audit, Information Technology, Business Process, CISA, External Audit, Risk Assessment, ISO 27001, PMP, Internal Controls, Auditing, Management Consulting, Due Diligence, Security, Entrepreneurship, Information Security, Thought Leadership, Sarbanes-Oxley, Information Security..., Corporate Governance, Business Process..., Private Equity, Business Transformation, Business Development, Operational Risk..., Financial Risk, Leadership, Business Continuity, Strategic Planning, IT Strategy, Program Management, Financial Services, Non-profit Board..., Board Development, Business Process..., COBIT, Consulting, PCI DSS, SAS70, Management, ERP, CISSP, Mergers & Acquisitions, Finance, Executive Management, Accounting

Education
Stevens Institute of Technology   1995 — 1998
Master of Science (M.S.), Management

Washington and Lee University   1985 — 1990
BA, Journalism & Communications

Fairleigh Dickinson University   2000 — 2001
Accounting

Chubb Institute   1993 — 1994
Diploma, Computer Programming, "A" Average on all coursework

Meghan Bitenc Meghan Bitenc Greater Milwaukee Area Details
Meghan Bitenc's Bear Stearns & Co. Experience January 2006 - July 2007
Job Public Relations & Marketing professional
Industry Marketing and Advertising
Experience
Hoffman York (HY Connect)   May 2014 - Present
Hoffman York (HY Connect)   October 2012 - Present
Port Authority of New York & New Jersey  June 2009 - September 2010
Port Authority of NY & NJ  February 2009 - June 2009
Bear Stearns & Co.   January 2006 - July 2007
New Jersey Democratic State Committee  May 2004 - November 2005
Office of the Governor, New Jersey  March 2002 - May 2004

Skills
Business Strategy, Social Media, Marketing, Press Releases, Management, Digital Marketing, Project Management, Public Relations, Brand Management, Adobe Creative Suite, Event Planning, Marketing Communications, Public Speaking, Social Media Marketing, Advertising, Social Networking, Strategic Communications, Media Relations

Education
Parsons School of Design   2005 — 2008
BBA, Design Management

Jackie Beer Jackie Beer New York, New York Details
Jackie Beer's Bear Stearns & Co. Experience June 2007 - June 2008
Job Leveraged Finance Associate at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets  February 2014 - Present
JRB Consulting Services LLC   January 2012 - January 2014
KBW Capital Partners   June 2008 - January 2012
Bear Stearns & Co.   June 2007 - June 2008
Bear Stearns & Co.   June 2006 - August 2006

Skills
Private Equity, Due Diligence, Financial Modeling, Valuation, Asset Management, Private Placements, SNL Financial, Asset Managment, Equity Research, Financial Institutions, Trading, Derivatives, Mergers & Acquisitions, Hedge Funds, Finance, Financial Services, Investment Banking, Investments, Financial Analysis

Education
NYU Stern School of Business   2011 — 2014
MBA, Part-time

Massachusetts Institute of Technology - Sloan School of Management   2003 — 2007
BS, Management Science, Economics

David Noosinow, CEPA David Noosinow, CEPA Greater San Diego Area Details
David Noosinow, CEPA's Bear Stearns & Co. Experience 1986 - 1994
Job Investment and Wealth Management Services for Business Owners and Corporate Executives
Industry Financial Services
Experience
BNY Mellon Wealth Managment   October 2012 - Present
Bernstein Global Wealth Management  December 2005 - October 2012
Telecom Compliance Service Inc.   2003 - 2005
OrbitTravel.com Inc.   1999 - 2000
Spartan Capital Management LLC   1996 - 1999
Credit Suisse First Boston  1994 - 1995
Bear Stearns & Co.   1986 - 1994

Skills
Wealth Management, Investment Management, Estate Planning, Strategic Planning, Mergers & Acquisitions, Management, Investments, Finance, Due Diligence, Wealth, Exit Strategies

Education
Northern Arizona University, College of Business Administration   1977 — 1982
BS, Finance

Ahmad Jivraj Ahmad Jivraj Greater Boston Area Details
Ahmad Jivraj's Bear Stearns & Co. Experience January 2005 - May 2005
Job Investment Professional at Longworth Venture Partners
Industry Venture Capital & Private Equity
Experience
Groupon  March 2015 - Present
Longworth Venture Partners  February 2014 - January 2015
Longworth Venture Partners  August 2010 - December 2012
Bing.com (Microsoft)   2006 - August 2010
Microsoft (MSN Search)   September 2005 - December 2005
Bear Stearns & Co.   January 2005 - May 2005
International Business Machines (IBM)   May 2004 - August 2004

Education
INSEAD   2013 — 2013
Master of Business Administration (MBA)

University of Pennsylvania - The Wharton School   2013 — 2013
MBA Exchange Program

The University of Chicago Booth School of Business   2008 — 2008
Summer Business Scholars Program, Business

University of Waterloo
B. Sc., Honors Computer Engineering

Chike Agu, MBA Chike Agu, MBA Greater New York City Area Details
Chike Agu, MBA's Bear Stearns & Co. Experience 2000 - 2005
Job V.P at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase  June 2012 - Present
SoftCalipers LLC   June 2011 - Present
JPMorgan Chase  June 2011 - June 2012
Column Technologies  October 2010 - May 2011
BNP Paribas  2005 - September 2010
Bear Stearns & Co.   2000 - 2005
RISC Management  1998 - 2000

Skills
BMC Remedy, Business Analysis, ITIL, Disaster Recovery, SDLC, IT Management, IT Service Management, Enterprise Architecture, Vendor Management, IT Strategy, BMC Certified Developer..., Incident Management, Requirements Analysis

Education
Columbia University - Columbia Business School   2013 — 2015
Master of Business Administration (M.B.A.), Finance, Entrepreneurship

City University of New York City College   1995 — 1998
BS, Electrica Engineering

Jeffrey Schrager Jeffrey Schrager Greater Omaha Area Details
Jeffrey Schrager's Bear Stearns & Co. Experience June 1987 - October 1988
Job Owner, Schrager Capital Management
Industry Investment Management
Experience
Schrager Capital Management   April 1990 - Present
Gotham Capital   August 1988 - March 1990
Bear Stearns & Co.   June 1987 - October 1988
Xerox Corporation  June 1983 - July 1985

Skills
Portfolio Management, Private Equity, Mergers, Investments, Valuation, Asset Managment, Equities, Hedge Funds, Alternative Investments, Financial Modeling, Due Diligence, Entrepreneurship, Venture Capital, Mergers & Acquisitions, New Business Development, Business Planning, Competitive Analysis, Investment Strategies, Equity Research, Corporate Finance, LBO

Education
University of Pennsylvania - The Wharton School   1985 — 1987
MBA, Finance & Investment Management

University of Arizona   1982 — 1983
B.S., Marketing

University of California, Berkeley   1979 — 1982
Business Administration

Westside High School   1976 — 1979

Peter V. Esler Peter V. Esler Greater New York City Area Details
Peter V. Esler's Bear Stearns & Co. Experience 2000 - 2005
Job Global Head of Market Data at Jefferies & Company
Industry Banking
Experience
Jefferies LLC  March 2011 - Present
PVE Consulting   April 2007 - March 2011
Citigroup  2005 - 2007
Bear Stearns & Co.   2000 - 2005
UBS  1996 - 2000
CSK MICROGNOSIS   1992 - 1996
REUTERS  1990 - 1992

Skills
Entrepreneurship, Management, Financial Analysis, EAI, Process Engineering, Market Data, Asset, Reference Data, Performance Improvement, Strategy, Hedge Funds, Trading Systems, Outsourcing, Project Management, Trading, Financial Services, Securities, Financial Markets, Fixed Income, Business Process..., Low Latency, Investment Banking, Process Improvement, Equities, Business Strategy, Risk Management, Electronic Trading, RMDS, Governance, CRM, Swaps, FX Options, Exchange Connectivity, Derivatives, Equity Derivatives, Prime Brokerage, Mergers & Acquisitions

Education
Ithaca College   1977 — 1981
BS, Accounting, International Economics

Ithaca College   1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting

Robin Sofio Robin Sofio Charlotte, North Carolina Area Details
Robin Sofio's Bear Stearns & Co. Experience June 1990 - December 1992
Job Sr. Commercial Real Estate Advisor and Originator at Providence Equity Benefit Street Partners
Industry Commercial Real Estate
Experience
Providence Equity- Benefit Street Partners   December 2014 - Present
Lydian Realty, LLC   September 2012 - Present
Deutsche Bank  May 1999 - June 2008
First Union Securities/Wachovia   1995 - 1998
Citicorp Securities, Inc.   December 1992 - June 1995
Bear Stearns & Co.   June 1990 - December 1992

Skills
Valuation, Structured Finance, Due Diligence, Real Estate Economics, Investment Properties, Loan Origination, Brokerage, CMBS, Leases, Commercial Real Estate

Education
University of Michigan   1981 — 1985
BA

University of California, Irvine

Farukh Khan Farukh Khan Greater New York City Area Details
Farukh Khan's Bear Stearns & Co. Experience January 1997 - June 2008
Job Director, Head of Investment Management and Trading Technology, Americas at Barclays
Industry Financial Services
Experience
Barclays  February 2012 - Present
J.P. Morgan   June 2008 - February 2012
Bear Stearns & Co.   January 1997 - June 2008

Skills
Trading Systems, Prime Brokerage, Fixed Income, Electronic Trading, Hedge Funds, Equities, Market Data, Equity Derivatives, Middle Office, Capital Markets, SDLC, Credit Derivatives, Sybase, FX Options, Valuation, Options, Trading, Financial Markets, Mutual Funds, Securities, Investment Management, Series 7, Portfolio Management, Back Office, Investments, Private Equity, Derivatives, Asset Management, Asset Allocation, Low Latency, Financial Services, Reference Data, Equity Trading, Emerging Markets, Alternative Investments, Investment Banking, Wealth Management, Bloomberg, Investment Strategies, Structured Products, Interest Rate...

Education
Columbia University in the City of New York   2005 — 2007
Masters, Information Technology

Amy Gonzalez Amy Gonzalez Greater New York City Area Details
Amy Gonzalez's Bear Stearns & Co. Experience November 2000 - May 2008
Job Vice President at Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs & Co.   May 2014 - Present
Goldman Sachs & Co.   June 2008 - April 2014
Bear Stearns & Co.   November 2000 - May 2008

Skills
Series 7, Series 66, Asset Management, Hedge Funds, Equities, Wealth Management, Securities, Fixed Income, Capital Markets, Derivatives, Alternative Investments, Private Equity, Bloomberg, Wealth Management..., Relationship Management, FINRA, Financial Services, Mutual Funds, Trading, Investments, Financial Analysis, Options, Portfolio Management, Anti Money Laundering, Financial Risk, AML, Asset Managment, Private Investigations

Education
Saint John's University   1995 — 2000
BA, Psychology

Queens College
Paralegal Studies, Law

Shannon McCrudden Shannon McCrudden Greater New York City Area Details
Shannon McCrudden's Bear Stearns & Co. Experience July 2001 - March 2004
Job Director, Pricing at Express Scripts, Inc.
Industry Hospital & Health Care
Experience
Express Scripts  March 2009 - Present
Medco Health Solutions  August 2007 - March 2009
Medco Health Solutions  March 2004 - August 2007
Bear Stearns & Co.   July 2001 - March 2004

Skills
Analysis, Pricing, Financial Modeling, Financial Analysis, Forecasting, Management, Business Planning, Finance, Contract Negotiation

Education
Columbia University in the City of New York   1997 — 2001
BA, Economics

Thierry Wizman Thierry Wizman Greater New York City Area Details
Thierry Wizman's Bear Stearns & Co. Experience June 2000 - June 2008
Job Financial Markets Economist
Industry Financial Services
Experience
Macquarie Group  June 2013 - Present
Artha Capital Management  April 2009 - June 2013
Fortress Investment Group  June 2008 - December 2008
Bear Stearns & Co.   June 2000 - June 2008
Red Wolf Capital Management   February 1999 - May 2000
Caspian Securities  July 1996 - December 1998
Strategic Investment Group  June 1994 - June 1996
Federal Reserve Bank of New York  September 1991 - June 1994
Harvard University  September 1988 - June 1991

Education
Harvard University   1986 — 1991
Ph.D., Economics

Vassar College   1982 — 1986
B.A., Economics

Christopher Abbruzzese Christopher Abbruzzese Portland, Oregon Area Details
Christopher Abbruzzese's Bear Stearns & Co. Experience 1995 - May 2008
Job Cofounder, CIO at Rain Capital Management
Industry Investment Management
Experience
Rain Capital Management   November 2011 - Present
Arnerich Massena & Associates  January 2009 - November 2011
JP Morgan Chase  June 2008 - December 2008
Bear Stearns & Co.   1995 - May 2008

Education
Columbia University in the City of New York   1993 — 1995
Master of International Affairs, International Finance

Lewis and Clark College   1989 — 1993
BA, International Affairs, Latin American Literature

Crescent Valley   1986 — 1989

Jeff Sunshine Jeff Sunshine Austin, Texas Details
Jeff Sunshine's Bear Stearns & Co. Experience May 1998 - September 1998
Job Versatile Strategic Finance, Bus Dev & Operating Executive; Proven Leader of EarlyStage & MidMarket Growth Companies
Industry Internet
Experience
Subject Matter Inc.   April 2014 - Present
S4 Ventures   November 2006 - Present
Appiction   September 2010 - October 2011
Bank Street Group  April 2008 - August 2010
Affinegy  November 2006 - March 2008
AOL  May 1999 - October 2006
Bear Stearns & Co.   May 1998 - September 1998
Banc One Capital Corporation  May 1994 - August 1997
Banc One Corporation  June 1992 - May 1994

Skills
Digital Media, Mobile Devices, Mergers, Start-ups, Corporate Finance, New Business Development, Cross-functional Team..., Venture Capital, Strategy, Entrepreneurship, Management, Business Development, Mergers & Acquisitions, Strategic Partnerships, Leadership, Mobile Marketing, Digital Marketing, Analytics, Business Strategy, Competitive Analysis, Corporate Development, E-commerce, Digital Strategy, Executive Management, Finance, Lead Generation, Online Marketing, P&L Management, Product Management, Product Marketing, SaaS

Education
Georgetown University   1997 — 1999
MBA, Corporate Finance and Strategy

Miami University   1988 — 1992
BS, Accounting and Decision Sciences

Michael D'Amelio Michael D'Amelio Greater Boston Area Details
Michael D'Amelio's Bear Stearns & Co. Experience June 2001 - February 2008
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management  February 2008 - Present
Bear Stearns & Co.   June 2001 - February 2008

Skills
Series 7, Equities, Investments, Financial Analysis, Portfolio Management, Asset Allocation, Trading, Financial Services, Series 63, Venture Capital, Derivatives, Mutual Funds, Series 65, Wealth Management

Education
Babson College   1997 — 2001
Bachelor of Science, Finance and Economics

Boston Latin School

Gladys Margarita Diaz Gladys Margarita Diaz Miami/Fort Lauderdale Area Details
Gladys Margarita Diaz's Bear Stearns & Co. Experience 1987 - 1989
Job CEO at Urbaniza Capital
Industry Real Estate
Experience
Urbaniza Group   2009 - Present
S.A.S.S.I. -Special Asset Support Services, Inc.   2009 - Present
Urbaniza Group   1991 - Present
Urbaniza, Inc.   1991 - 2009
Urbaniza Planning & Design   January 2002 - December 2004
Cornell University  1994 - 1997
FAIC Securities   January 1990 - January 1991
Bear Stearns & Co.   1987 - 1989
DBG Property Corp   1983 - 1985
Port Authority of New York and New Jersey  1982 - 1984

Skills
Investments, Creative Concept..., Strategic thinking, Innovator, Strategic planning, Strategic Financial..., Real Estate Investment, Real Estate Development, International Finance, Architecture, Real Estate Negotiation, Municipalities, Public Finance, Asset Management, Distressed Debt, Distressed Property, Higher Education, Economic Development, International Relations, Strategic Planning, Strategic Thinking, Real Estate Transactions, Asset Managment, Investment Properties, Budgets, Property, Investors, Portfolio Management, Brokerage, Community Development, Real Estate, Property Management, Entrepreneurship, Product Development, Residential Homes, Leadership, Commercial Real Estate, Real Estate Financing, Real Estate Economics, Affordable Housing, Start-ups, Management, Disposition, Loans, Valuation, Feasibility Studies, Real Estate Private..., Due Diligence, Location Intelligence, Leases

Education
Cornell University   1978 — 1982
Master of Architecture, Urban Design

University of Miami   1975 — 1977
Architecture Design

Miami Dade College   1973 — 1975
Associates in Arts, Architecture Design

Bob Lam Bob Lam New York, New York Details
Bob Lam's Bear Stearns & Co. Experience 1996 - 2002
Job Chief Operating Officer, Bayshore Networks
Industry Computer & Network Security
Experience
Bayshore Networks (www.bayshorenetworks.com)   September 2011 - Present
Rev2 Inc. (www.rev2.com)   January 2010 - January 2013
StrateSight Advisors   January 2003 - December 2011
Bear Stearns & Co.   1996 - 2002
IBM  1993 - 1996

Education
New York University - Leonard N. Stern School of Business   1994 — 1996
MBA, Finance & Accounting

Indiana University Bloomington   1990 — 1993
BS, Computer Information Systems & Finance

Chartered Financial Analyst (CFA)

Emmanuel Dubois Emmanuel Dubois Dallas/Fort Worth Area Details
Emmanuel Dubois's Bear Stearns & Co. Experience August 2000 - December 2002
Job CFO and Treasurer, Overwraps Packaging, Inc.
Industry Packaging and Containers
Experience
Overwraps Packaging, Inc.   October 2006 - Present
Soket   February 2010 - Present
Emmanuel Dubois Consulting   January 2006 - October 2006
Vanguard Plastics, Inc.   May 2003 - December 2005
Bear Stearns & Co.   August 2000 - December 2002
Societe Generale  October 1995 - July 1998
Societe Generale  April 1995 - September 1995
Societe Generale  September 1993 - April 1995

Skills
Fluent in English and..., Valuation, Due Diligence, Financial Reporting, Investments, Forecasting, Working capital..., Board Relations, Change Management, International Business..., Mergers, Budget Analysis, Budget Oversight, Financial Planning, Internal Controls, Treasury Management, Strategic Financial..., Working Capital..., Budgets, Mergers & Acquisitions, Strategic Planning, Accounting, Financial Analysis, Finance, Financial Modeling, Managerial Finance, Cash Flow

Education
University of California, Los Angeles - The Anderson School of Management   1998 — 2000
MBA

ESCP Europe   1989 — 1993
Diplome

Lycee Saint Louis   1987 — 1988

Lycee Henri IV   1980 — 1987
Baccalaureat

Tim Nollen Tim Nollen Greater New York City Area Details
Tim Nollen's Bear Stearns & Co. Experience 2001 - 2006
Job Senior Media Analyst at Macquarie Bank
Industry Financial Services
Experience
Macquarie Bank  July 2009 - Present
JPMorgan  2008 - July 2009
Bear Stearns International  2006 - 2008
Bear Stearns & Co.   2001 - 2006

Skills
Financial Modeling, Financial Services, Corporations, Equities, Equity Research, Valuation, Investment Banking, Hedge Funds, Capital Markets, Private Equity, Investments, Portfolio Management, Corporate Finance, Emerging Markets, Bloomberg, Asset Managment, Fixed Income, Equity Valuation, Financial Analysis, Alternative Investments, Financial Markets, Analysis, Derivatives, Securities, Mergers & Acquisitions, Asset Management

Education
Georgetown University - The McDonough School of Business   1999 — 2001
Master of Business Administration (M.B.A.), Finance

Georgetown University   1988 — 1992
BA, Philosophy

Woodrow Wilson high school   1985 — 1988

Ravi Persaud Ravi Persaud Greater New York City Area Details
Ravi Persaud's Bear Stearns & Co. Experience April 2000 - October 2003
Job Private Jet Charter Consultant at Blue Star Jets
Industry Airlines/Aviation
Experience
Blue Star Jets  August 2012 - Present
Self Investor   March 2004 - August 2009
Bear Stearns & Co.   April 2000 - October 2003

Skills
Cold Calling, Work Hardening, Professional Services, Teamwork, Reliability, honest, Dedication to..., Highly Dedicated, Problem Solving, Friendliness, Organizational..., Efficiency, Number Crunching, Strategic Planning, Analytics, Flights, Aircraft, Charter, Management, Transportation, Helicopters, Sales Management, Luxury, Negotiation, Leadership, Time Management, Airlines, Freight, Always Punctual, Positive Personality, Highly self-motivated, Sales Finance, Travel Management, Business Travel, Aviation, Pricing

Education
Queensborough Community College   1994 — 1997
Associate's degree, Finance, General, B

Aviation High School   1990 — 1994
High School, Airframe Mechanics and Aircraft Maintenance Technology/Technician

Tom Watts Tom Watts New York, New York Details
Tom Watts's Bear Stearns & Co. Experience 1995 - 1997
Job Family Chief Investment Officer (CIO)
Industry Financial Services
Experience
Watts Capital Group LLC   October 2008 - Present
Cowen and Company  2002 - October 2008
Merrill Lynch  1997 - 2001
Bear Stearns & Co.   1995 - 1997
Ascent Communications Advisors, LP   1991 - 1995
Booz, Allen & Hamilton Inc.   1987 - 1991
CSP International   1983 - 1987
McKinsey & Company  1980 - 1982

Skills
Portfolio Management, Mergers & Acquisitions, Investment Management, Equity Research, Alternative Investments, Equities, Risk Management, Securities, Investment Strategies, Private Placements, Investments, Private Equity, Investment Banking, Capital Raising, Venture Capital, Acquisitions, Capital Markets, Personal Financial..., Telecommunications, Strategy, Wealth, Hedge Funds, Security Analysis, Data Center, Satellite, Securities Analysis, Energy, Mergers, Valuation, Asset Management, Estate Planning, Corporate Finance, IPO, Investor Relations, Strategic Financial..., Wealth Protection, Trust & Estate Planning, Wealth Management, Financial Planning, Finance, Financial Modeling

Education
Harvard Business School   1982 — 1984
MBA

Stanford University   1976 — 1980
AB, Economics, German Studies

Rio Americano High School. Sacramento, CA   1975 — 1976
Diploma

Payette High School. Payette, ID   1972 — 1975

Brian Sapolsky Brian Sapolsky Greater New York City Area Details
Brian Sapolsky's Bear Stearns & Co. Experience June 2000 - September 2001
Job Technical Support Manager at HD Communications Corp.
Industry Information Technology and Services
Experience
HD Communications Corp.   December 2002 - Present
W.P. CAREY & CO., LLC   August 2002 - November 2002
BEAR STEARNS & CO.   June 2000 - September 2001
Wenner Media (Rolling Stone, Us, Men's Journal Magazines)   July 1994 - February 2000
BANTAM DOUBLEDAY DELL PUBLISHING GROUP  May 1986 - July 1994

Skills
Windows 7, Mac OS X, MS Office Suite, Windows XP Professional, windows Vista, Microsoft Windows 98, MS Exchange, Network Solutions..., Visual FoxPro, Lucent CentreVu..., Remedy ARS, Track-it, Act, Enterprise Administrator, Veritas Net Backup, ARCserve, SecurID, Reuters Plus, iManage, Timbuktu Pro32, HTML, Photoshop, Illustrator, GoLive, Flash, Filemaker Pro, MYOB, RSA SecurID, FileMaker, BMC Remedy, Windows XP, Software Installation, Windows Vista, Microsoft Office

Education
The New School   2000 — 2000
Web Design and Construction; HTML, JavaScript, and Flash.

Long Island University, Southampton Campus   1983 — 1985
BA, Major: English/Professional Writing

St. John's University   1981 — 1982
Communications

Kim Lapsley Kim Lapsley Morristown, New Jersey Details
Kim Lapsley's Bear Stearns & Co. Experience September 2006 - January 2007
Job Client Implementation Manager at Goldman Sachs Asset Management
Industry Investment Banking
Experience
Goldman Sachs  January 2012 - Present
Goldman Sachs  January 2009 - December 2011
Goldman Sachs  February 2007 - December 2008
Bear Stearns & Co.   September 2006 - January 2007

Education
Rutgers University   2001 — 2006
Bachelor of Arts (B.A.)

Aida Biller Aida Biller Greater New York City Area Details
Aida Biller's Bear Stearns & Co. Experience 1997 - 2008
Job Sales & Relationship Management
Industry Financial Services
Experience
Financial Services Companies  2012 - Present
J.P.Morgan   2008 - 2012
Bear Stearns & Co.   1997 - 2008
US Trust  1988 - 1995

Skills
NASD LICENSES Series 7..., Languages - Spanish, Capital Markets, Hedge Funds, Risk Management, Securities, Investments, Trading, Portfolio Management, Mutual Funds, Strategy, Finance, Financial Services, Prime Brokerage, Securities Lending, Financial Risk, Cash Management, Fixed Income

Education
Bloomfield College
Bachelor of Business Administration (B.B.A.)

Rollin Gilbreath Tod Rollin Gilbreath Tod Cleveland, Ohio Details
Rollin Gilbreath Tod's Bear Stearns & Co. Experience 1987 - 1992
Job Senior Partner at Prescott Blair Group
Industry Staffing and Recruiting
Experience
Prescott Blair Group   September 2013 - Present
StoneHouse Search Partners LLC   May 2013 - September 2013
Prescott Blair Group   April 2011 - June 2012
Keller Williams  January 2010 - January 2011
Ratliff & Taylor : Executive Search   November 2008 - November 2009
First of Michigan  August 1997 - June 1999
The Kensington Group  January 1992 - July 1996
Bear Stearns & Co.   1987 - 1992
Dean Witter  1984 - 1987
Smith Barney  1979 - 1984

Education
University of Denver
psychology

Lake Forest College

Berkshire School
High School, High School/Secondary Diplomas and Certificates

Saxe Middle School

Jonathan F. Foster Jonathan F. Foster Greater New York City Area Details
Jonathan F. Foster's Bear Stearns & Co. Experience 2001 - 2002
Job Founder & Managing Director at Current Capital LLC
Industry Financial Services
Experience
Current Capital LLC   2008 - Present
Wachovia Securities  2007 - 2008
Revolution Living   2005 - 2007
The Cypress Group  2002 - 2004
Bear Stearns & Co.   2001 - 2002
toysrus.com  2000 - 2001
Lazard  1988 - 1999

Skills
Hedge Funds, Valuation, Financial Modeling, Capital Markets, Recapitalizations, Financial Analysis, Private Equity, Mergers & Acquisitions, Corporate Development, Venture Capital, Equities, Portfolio Management, Investments, Investment Banking, Finance, Leveraged Finance, Business Strategy, Restructuring, IPO

Education
Harvard Business School   2010 — 2010
Executive Education Program - Corporate Governance

The London School of Economics and Political Science (LSE)   1984 — 1985
Msc, Accounting & Finance

Emory University   1982 — 1984
BBA, Accounting

Ed Amorosi Ed Amorosi Greater New York City Area Details
Ed Amorosi's Bear Stearns & Co. Experience May 2002 - February 2004
Job Marketing & Investor Relations for Alternative Investments
Industry Investment Management
Experience
Great Point Partners  August 2011 - June 2014
Self Employed Alternative Asset Fundraising   2014 - 2014
Self Employed Alternative Asset Fundraising   2014 - 2014
Self Employed Alternative Asset Fundraising   2014 - 2014
Kellner DiLeo & Co.   October 2007 - August 2011
Merrill Lynch  February 2004 - October 2007
Bear Stearns & Co.   May 2002 - February 2004
NY Times, TIME Magazine, US News & World Report   November 1999 - July 2001
N.O.A.   1999 - 2001
Schering Plough S.A. (SPAIN)   September 1998 - November 1999

Skills
Alternative Investments, Hedge Funds, Equities, Investments, Private Equity, Fixed Income, Asset Managment, Capital Markets, Portfolio Management, Investment Banking, Investment Management, Series 7, Equity Research, Emerging Markets, Mutual Funds, Venture Capital, Trading, Sales, Business Development, Asset Management, Investor Relations, Mergers & Acquisitions, Fund Of Funds, Marketing, Wealth, Market Research

Education
University of Virginia   1998 — 1998
Finance, Marketing, Management, Accounting

Georgetown University   1994 — 1998
Bachelor of Arts, International Relations & Art History

Universidad de Sevilla   1997 — 1997
Spanish & Art

Harvard University Graduate School of Design   1996 — 1996
Career Discovery Program, Architecture & Urban Planning

Deerfield Academy   1990 — 1994

Saint David's   1979 — 1990

Andras Pataki Andras Pataki Greater New York City Area Details
Andras Pataki's Bear Stearns & Co. Experience 1997 - 2008
Job Quant at Knight Capital Group
Industry Financial Services
Experience
Knight Capital Group  September 2011 - Present
New York University  September 2008 - September 2011
JPMorgan Chase  2008 - 2008
Bear Stearns & Co.   1997 - 2008
Goldman Sachs  1996 - 1997

Skills
Trading Systems, Fixed Income, Bloomberg, Options, SDLC, Hedge Funds, Electronic Trading, Equities, Derivatives, Credit Derivatives, Perl, Capital Markets, Low Latency, Unix, Trading Strategies, Equity Derivatives, Unix Shell Scripting, Sybase, Structured Products, Investment Banking, Trading, FX Options, Financial Markets, R, Equity Trading, Portfolio Management, Quantitative Finance, Market Data, Alternative Investments, Swaps, Asset Management

Education
Stevens Institute of Technology   1992 — 1996
B.S., Computer Science

New York University
M.S., Mathematics in Finance

New York University
Doctor of Philosophy (Ph.D.), Mathematics

Keith Puckett Keith Puckett Chicago, Illinois Details
Keith Puckett's Bear Stearns & Co. Experience May 1999 - December 2006
Job Chief Executive Officer / CoFounder at BookedOut™
Industry Internet
Experience
BookedOut™  January 2014 - Present
Method Models  January 2008 - December 2014
Bear Stearns & Co.   May 1999 - December 2006

Skills
Start-ups, Online Marketplace, Leadership, Management, Business Development, Investment Banking, Strategic Thinking, Mergers & Acquisitions, Integrated Marketing, Relationship Marketing, Event Management, Social Media Marketing, Social Networking, Marketing Strategy, Guerrilla Marketing, Social Media, Advertising, Marketing Communications, Brand Awareness, Equities, Finance, IPO, Venture Capital, Pitching Ideas, Business Strategy

Education
Indiana University - Kelley School of Business   1995 — 1999
Bachelor’s Degree, Finance, Economics, Accounting

Len Leonard Lawrence Sinisgalli Len Leonard Lawrence Sinisgalli New York, New York Details
Len Leonard Lawrence Sinisgalli's Bear Stearns & Co. Experience 1992 - 1997
Job DirectorClient Services/Sales at Management Resources @ Robert Half
Industry Management Consulting
Experience
Management Resources @ Robert Half   July 2014 - Present
New York Cruise Lines, Inc.   2012 - 2014
Pace University Football   2009 - 2013
i2 Electronics   2006 - 2010
Resilien, Inc & Radian Technologies   1997 - 2006
Bear Stearns & Co.   1992 - 1997
Levin, Callaghan, Nawrocki   1989 - 1991
Arthur Andersen & Co.   1984 - 1989

Skills
Management, Risk Management, Strategy, Finance, Financial Services, Financial Analysis, Strategic Planning, Leadership, Business Development

Education
Hofstra University
Bachelor of Business Administration (BBA), Public Accounting

Conor McAuliffe Conor McAuliffe New York, New York Details
Conor McAuliffe's Bear Stearns & Co. Experience July 2001 - July 2003
Job Director at BlackRock
Industry Venture Capital & Private Equity
Experience
BlackRock  March 2015 - Present
BlackRock Kelso Capital  February 2007 - March 2015
Bear Stearns & Co.   July 2001 - July 2003

Skills
Private Equity, Financial Modeling, Valuation, Hedge Funds, Strategy, Due Diligence

Education
Tufts University - The Fletcher School of Law and Diplomacy   2005 — 2006
Master of Arts (M.A.), International Relations and Affairs

Dartmouth College   1997 — 2001
Bachelor of Arts (B.A.), History

Jason Schwartz Jason Schwartz Greater New York City Area Details
Jason Schwartz's Bear Stearns & Co. Experience February 2003 - May 2005
Job at Coatue Management
Industry Financial Services
Experience
Coatue Management  February 2008 - Present
Goldman Sachs  May 2005 - February 2008
Bear Stearns & Co.   February 2003 - May 2005
Credit Suisse  January 2001 - February 2003
KPMG  September 1997 - February 2000

Skills
Hedge Funds, Equities, Prime Brokerage, Private Equity, Fixed Income, Valuation, Alternative Investments, Fund Of Funds, Bloomberg, Capital Markets, Investments, Financial Analysis, Fund Administration, Fund Accounting

Education
New York University, Stern School of Business   2003 — 2006
Master of Business Administration (MBA), Finance

Rutgers Business School   1993 — 1997
Bachelor of Science (BS), Accounting

Erika Piggee Erika Piggee Dallas/Fort Worth Area Details
Erika Piggee's Bear Stearns & Co. Experience May 2007 - August 2007
Job Experienced Real Estate Finance Professional
Industry Commercial Real Estate
Experience
C-III Asset Management LLC  April 2010 - June 2014
Bear Stearns & Co.   May 2007 - August 2007
CW Capital Investments LLC   May 2006 - August 2006

Skills
Due Diligence, Financial Analysis, CMBS, Bloomberg, Real Estate, Commercial Real Estate, Financial Modeling, Asset Management, Portfolio Management, Investments, Private Equity, Capital Markets, Real Estate Economics, Structured Finance, Loans, Investment Banking, Credit, Fixed Income, Securitization, Corporate Finance, Leases, Financial Forecasting, Finance, Fannie Mae, Underwriting, Commercial Mortgages, Mortgage Underwriting, Multi-family

Education
The University of Dallas   2010 — 2014
Master of Business Administration (M.B.A.), Corporate Finance, 3.96

Louisiana State University   2005 — 2009
Bachelor of Science (BS), Finance, General

David Hilder David Hilder Greater New York City Area Details
David Hilder's Bear Stearns & Co. Experience June 2001 - June 2008
Job Senior Analyst, Banks at Drexel Hamilton
Industry Investment Banking
Experience
Drexel Hamilton  July 2012 - Present
Susquehanna International Group  April 2010 - January 2012
Putnam Investments  July 2008 - April 2010
Bear Stearns & Co.   June 2001 - June 2008
Morgan Stanley  February 1994 - June 2001
CS First Boston  September 1991 - February 1994
The Wall Street Journal  June 1983 - July 1991

Skills
Equities, Investment Banking, Banking, Portfolio Management, Capital Markets, Financial Services, Series 7, Investments, Alternative Investments, Sell Side, Valuation, Equity Valuation, Securities, Financial Modeling, Industry Analysis, Competitive Analysis, Asset Management, Investment Management, Research, Investor Relations, Financial Markets, Private Equity, DCF, Emerging Markets, Asset Allocation, Bonds, Series 86/87, Brokerage, Series 24, Equity Research

Education
Harvard University
A.B., cum laude, History and Literature

Phillips Academy

Kip Schaefer Kip Schaefer Greater Philadelphia Area Details
Kip Schaefer's Bear Stearns & Co. Experience February 1997 - August 2008
Job Vice President and Financial Advisor at Bernstein Private Wealth Management
Industry Investment Management
Experience
Bernstein Private Wealth Management  April 2014 - Present
National Philanthropic Trust  February 2009 - March 2014
Bear Stearns & Co.   February 1997 - August 2008

Skills
Philanthropy, Planned Giving, Investment Management, Stewardship, Grants, Fundraising, Non-profits, Strategic Partnerships, Entrepreneurship, Alternative Investments, Public Speaking, Governance, Salesforce.com, Marketing Communications, Proprietary Trading, Personal Financial..., Business Relationship..., Capital Markets Analysis, Product Development

Education
New York University   2006 — 2008
Master of Science (M.S.), Fundraising and Philanthropy

University of North Carolina at Chapel Hill   1992 — 1996
Bachelor of Arts (B.A.), Psychology

Redwood High School   1989 — 1992
H.S. Diploma

John Tyers John Tyers Atlanta, Georgia Details
John Tyers's Bear Stearns & Co. Experience June 2006 - August 2008
Job Financial Services Executive
Industry Financial Services
Experience
Merrill Lynch  June 2010 - July 2015
Merrill Lynch  July 2009 - May 2010
Merrill Lynch  September 2008 - June 2009
Bear Stearns & Co.   June 2006 - August 2008
Bear Stearns & Co.   April 2002 - May 2006
CSFB  2001 - 2002
LockBox Communications   2000 - 2001
Charles Schwab: Schwab Institutional   1994 - 2000

Skills
Investments, Investment Advisory, Private Banking, Wealth Management, Hedge Funds, Alternative Investments, Profit & Loss Management, Capital Markets, Business Strategy, Product Development, Registered Investment..., Wealth Management..., Business Management

Education
The University of Georgia
B.A., Psychology

Patrick Fitzgibbons Patrick Fitzgibbons Greater New York City Area Details
Patrick Fitzgibbons's Bear Stearns & Co. Experience October 1997 - November 1999
Job Senior Vice President at Weber Shandwick
Industry Public Relations and Communications
Experience
Weber Shandwick  January 2014 - Present
Fleishman-Hillard  2010 - 2014
Reuters  2001 - 2010
TheStreet.com  1999 - 2001
Bear Stearns & Co.   October 1997 - November 1999
The Bond Buyer  1991 - 1995

Skills
Corporate Communications, Crisis Communications, Media Relations, Strategic Communications, Reputation Management, Speech Writing, Internal Communications, Crisis Management, Editing, Leadership, New Media, Press Releases, Content Strategy, Magazines, Public Relations, Thought Leadership, Communication Training, Public Affairs, Message Development, Journalism, Content Development, Digital Media, Publications, Blogging, Storytelling, Investor Relations, Equity Research, Editorial, Financial Communications, Copywriting, Messaging, Integrated Marketing, Corporate Social..., Management

Education
Saint Michael's College   1985 — 1989
Bachelor's degree, Political Science and Government, 3.0

Pope John XXIII   1981 — 1985
College Prep, General Studies, Honors

Andrew Milian Grande, LUTCF Andrew Milian Grande, LUTCF Greater Boston Area Details
Andrew Milian Grande, LUTCF's Bear Stearns & Co. Experience 2007 - 2008
Job Agency Principal at Allstate The Milian Agency
Industry Insurance
Experience
Allstate - The Milian Agency   March 2014 - Present
Liberty Mutual Insurance  January 2010 - January 2014
Miracle Financial, Inc.   2009 - 2009
Merrill Lynch  2008 - 2009
Bear Stearns & Co.   2007 - 2008

Skills
Insurance, Fundraising, Social Media, Strategic Planning, Marketing Strategy, Event Planning, Business Strategy, Coaching, New Business Development, Team Building, Account Management, Problem Solving, Negotiation, Event Management, Social Networking, Public Speaking, Group Benefits, Whole Life, Fixed Annuities, Term Life Insurance, Property & Casualty..., Employee Benefits, Small Business, Life Insurance, Leadership, Strategy, Customer Service, Sales, Business Development, Analysis, Homeowners, Management, Disability Insurance, Financial Services, Marketing, Finance, Liability, Sales Management, Underwriting, Umbrella Insurance, Risk Management, Commercial Insurance, General Insurance, Investments, Retirement Planning, Financial Planning, Long Term Care Insurance, Permanent Life Insurance

Education
University of Massachusetts Dartmouth   2003 — 2007
B.A., Economics

The American College   2012 — 2013
Life Underwriter Training Council Fellowship

Andrew Maus Andrew Maus Baltimore, Maryland Area Details
Andrew Maus's Bear Stearns & Co. Experience December 2004 - August 2007
Job Investment Banking at TGP Securities, Inc.
Industry Investment Banking
Experience
TGP Securities, Inc.   December 2013 - Present
TimberRock Energy Solutions (TRES)   March 2011 - Present
Standard Solar  February 2013 - June 2014
Soleil Solar / Soleil Funding LLC   November 2009 - June 2014
Maryland Clean Energy Center  January 2011 - January 2012
Cushman & Wakefield  2007 - 2008
Bear Stearns & Co.   December 2004 - August 2007
R.W. Pressprich & Co.   June 2002 - June 2004
Deutsche Bank  November 1998 - June 2002

Skills
Equity Derivatives, Start-ups, Solar Energy, Mergers & Acquisitions, Management, Corporate Development, Cleantech, Financial Modeling, Asset Managment, Valuation, Investments, Venture Capital, Trading, New Business Development, Renewable Energy, Program Management, Product Development, Business Strategy, Contract Negotiation, Business Development, Fixed Income, Private Equity, Energy, Alternative Energy, Due Diligence, Strategy, Sustainable Energy, Project Finance, Entrepreneurship, Asset Management

Education
The Johns Hopkins University - Carey Business School   2014 — 2016
Master of Business Administration (MBA), Real Estate & Finance

University of Baltimore Merrick School of Business
B.S., Finance

The Boys' Latin School of Maryland   1983 — 1988

Mike McNally Mike McNally Greater New York City Area Details
Mike McNally's Bear Stearns & Co. Experience March 1986 - October 1994
Job Equity Derivatives Sales/Trader at Canaccord Genuity Group Inc.
Industry Financial Services
Experience
Canaccord Genuity Group Inc.  June 2015 - Present
GFI Group  March 2003 - June 2015
Tullett &   November 2002 - March 2003
Bloomberg LP  January 2001 - November 2002
Cantor Fitzgerald  March 1999 - January 2001
Euro Brokers  September 1995 - March 1999
Spectron Energy  October 1994 - September 1995
Bear Stearns & Co.   March 1986 - October 1994

Skills
Volatility, Market Making, Electronic Trading, Equity Trading, Trading Systems, Bloomberg, Equities, Series, 3, 4, 7 55 & 63, Equity Options, OTC Energy Options, Futures Trading, Sales/trader, Commodity, Financial Markets, Trading

Education
Baruch College   1999 — 2000
Master of Science (MS), Finance

CW Post   1978 — 1982
Bachelor of Science (BS), Finance

Kate (Schwartz) O'Brien Kate (Schwartz) O'Brien Greater New York City Area Details
Kate (Schwartz) O'Brien's Bear Stearns & Co. Experience December 1995 - April 2000
Job Vice President at Dalton, Greiner, Hartman, Maher, & Co.
Industry Financial Services
Experience
Dalton, Greiner, Hartman, Maher, & Co.   April 2000 - Present
Bear Stearns & Co.   December 1995 - April 2000

Education
Lafayette College   1991 — 1995
Bachelor of Arts, Economic/Spanish

Cindy Lin Cindy Lin Greater New York City Area Details
Cindy Lin's Bear Stearns & Co. Experience 2005 - 2008
Job Tech Consultant / Paralegal
Industry Financial Services
Experience
Bank of America  August 2014 - Present
Notary Public - New York   2011 - Present
Bank of America  March 2014 - August 2014
HP Enterprise Services  June 2012 - March 2014
Estée Lauder Companies, Inc.   2011 - 2012
Freelance  2008 - 2011
Formosa Plastics  2008 - 2011
Notary Public - New Jersey   2008 - 2011
Bear Stearns & Co.   2005 - 2008
Formosa Plastics Corp., U.S.A.   2002 - 2005

Skills
Vendor Management, Management, Disaster Recovery, Project Management, Data Center, Program Management, Business Analysis, Process Improvement, Telecommunications, IT Management, SDLC, Integration, Time Management, Outsourcing, Marketing, Human Resources, Employee Benefits, Customer Service, Risk Management, Infrastructure, System Administration, Visio, IT Strategy, ITIL, Contract Negotiation, Software Documentation, RFP, Wireless, Outlook

Education
County College of Morris
AAS, Telecommunications with Networking(CCNA)

County College of Morris
AAS, Business Administration

New York University
Diploma, Paralegal Studies

Rutgers, The State University of New Jersey-New Brunswick
BA, Economics

Ted Tabasso Ted Tabasso Greater New York City Area Details
Ted Tabasso's Bear Stearns & Co. Experience January 1993 - October 1999
Job ICG at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank  April 2012 - Present
Deutsche Bank  February 2009 - April 2012
Deutsche Bank  June 2004 - February 2009
Deutsche Bank  July 2003 - June 2004
Morgan Stanley  February 2002 - July 2003
Banc of America Securities  October 1999 - February 2002
Bear Stearns & Co.   January 1993 - October 1999

Skills
Investment Banking, Derivatives, Fixed Income, Hedge Funds, Equities, Bloomberg, Capital Markets, Equity Research, Alternative Investments, Investment Strategies, Equity Derivatives, Basel II, Securities, IT Strategy, Valuation, Capital, Mutual Funds, Investments, Trading, Emerging Markets, Prime Brokerage

Education
University of San Diego
Master's degree, International Business

University of Delaware
Bachelor of Science, Finance

Brian Innes Brian Innes Los Angeles, California Details
Brian Innes's Bear Stearns & Co. Experience 2005 - 2005
Job MBA Candidate at UCLA Anderson
Industry Investment Banking
Experience
Bank of America Merrill Lynch  2014 - 2014
Credit Suisse  2012 - 2012
Telsey Advisory Group  2010 - 2012
Telsey Advisory Group  2009 - 2010
Telsey Advisory Group  2008 - 2009
Bear Stearns & Co.   2005 - 2005

Skills
Equity Research, Equity Valuation, Bloomberg, Series 7, Equities, Series 63, Valuation, Fixed Income, Hedge Funds, Financial Modeling, Trading, Investments, Economics, Series 24, Equity Trading, Financial Analysis, Securities, Capital Markets, Alternative Investments

Education
UCLA Anderson School of Management   2013 — 2015
M.B.A., Full-Time Program, Finance

Northwestern University   2005 — 2008
B.A., Economics

Bob Sievewright Bob Sievewright Greater Chicago Area Details
Bob Sievewright's Bear Stearns & Co. Experience 1988 - 1998
Job Sales Executive, Principal
Industry Information Services
Experience
Wright Advisory Group   June 2002 - Present
Isagenix  2004 - 2013
Morgan Stanley, Inc.   1998 - 2001
Bear Stearns & Co.   1988 - 1998
Smith Barney  February 1987 - August 1988

Skills
Sales, Sales Management, Research, Negotiation, Trading, Entrepreneurship, Strategic Planning, Marketing Strategy, Investments, Leadership, Team Building, Public Speaking, Customer Service, Business Development, Recruiting, Coaching, Small Business, New Business Development, Marketing, Account Management, Strategic Partnerships, Marketing Communications, Leadership Development, Management, Finance, Training, Strategy, Social Networking, Start-ups, Social Media Marketing, Business Planning, Time Management, Online Marketing, Direct Sales, Selling, Personal Development, Business Strategy, Management Consulting, Lead Generation, Social Media

Education
Alma College   1980 — 1984
BA, Business Adminstration, Finance

Avi Felix, Ph.D. Avi Felix, Ph.D. New York, New York Details
Avi Felix, Ph.D.'s Bear Stearns & Co. Experience August 1998 - January 2002
Job Chief Executive Officer at New Jersey Frozen Storage
Industry Warehousing
Experience
New Jersey Frozen Storage   September 2005 - Present
Long Island Frozen Storage   September 2005 - Present
NutriFresh Services LLC   January 2014 - Present
Vertex Capital LLC   April 2008 - December 2013
AccuImage Diagnostic Corp   June 2002 - December 2004
Bear Stearns & Co.   August 1998 - January 2002

Skills
Management, Supply Chain, Supply Chain Management, Inventory Management, Operations Management, Warehousing, Sales Management, Negotiation, Forecasting, Start-ups, Cold Storage, Team Building, Logistics, Strategic Planning, Sales, Financial Analysis, Financial Reporting, Financial Modeling, Investments, Alternative Investments, Private Equity, Venture Capital, Corporate Development, Asset Management, New Business Development

Education
Harvard University   1992 — 1995
Bachelor's degree, Mathematics

Princeton University   1995 — 1998
Doctor of Philosophy (Ph.D.), Chemical Physics

Brian Madonick Brian Madonick Greater New York City Area Details
Brian Madonick's Bear Stearns & Co. Experience 1992 - 2000
Job
Industry Investment Management
Experience
Voya Investment Management f/k/a ING Investment Management - Americas   May 2004 - Present
U.S. Trust Company   2000 - 2004
Bear Stearns & Co.   1992 - 2000

Skills
Equities, Asset Managment, Equity Research, Portfolio Management, Investments, Investment Management, Hedge Funds, Asset Management, Alternative Investments

Education
Binghamton University   1986 — 1990
BA, Psychology

Brad Voss, CFA Brad Voss, CFA Dallas/Fort Worth Area Details
Brad Voss, CFA's Bear Stearns & Co. Experience 2000 - 2002
Job
Industry Financial Services
Experience
Nationstar Mortgage  2011 - 2012
CSG Investments  2008 - 2011
Highland Capital Management  2005 - 2008
State Street Research  2004 - 2004
Bear Stearns & Co.   2000 - 2002
Donaldson, Lufkin & Jenrette   1998 - 2000
Luther King Capital Management  1997 - 1998

Education
The University of Texas at Austin - Red McCombs School of Business   2003 — 2005
MBA

University of Texas at Austin
MBA

Texas Christian University   1994 — 1998
BBA, Finance, Accounting

Texas Christian University - M.J. Neeley School of Business   1994 — 1998
BBA

Gary Feinstein Gary Feinstein Greater New York City Area Details
Gary Feinstein's Bear Stearns & Co. Experience 2006 - 2009
Job Director of IT Security & Compliance at Michael Kors
Industry Information Technology and Services
Experience
Michael Kors  November 2012 - Present
Anvil Knitwear  2011 - November 2012
Image Processing Systems  2008 - 2010
Bear Stearns & Co.   2006 - 2009
City of Tamarac, Fl   2003 - 2006
Planet Hollywood Intl   1996 - 2003

Skills
Business Analysis, IBM iSeries, Microsoft SQL Server, SQL, Disaster Recovery, Vendor Management, IT Strategy, Microsoft Exchange, Enterprise Architecture, Virtualization, Cloud Computing, Firewalls, Project Management, IIS, Integration, Networking, Security, Servers, Software Documentation, Business Process, Hardware, Information Technology, Management, Active Directory, Information Security, IT Operations, Business Continuity, IT Management

Education
University at Albany, SUNY   1991 — 1995
BA, Computer Science

Garfield Miller Garfield Miller Greater New York City Area Details
Garfield Miller's Bear Stearns & Co. Experience October 1979 - October 1985
Job
Industry Investment Banking
Experience
Aegis Energy Advisors Corp.   September 1994 - Present
Salomon Brothers  April 1991 - August 1994
First Boston Corporation (now Credit Suisse)   October 1985 - April 1991
Bear Stearns & Co.   October 1979 - October 1985

Skills
Strategic M&A, M&A Advisory Services, Valuation, Energy Industry, Petroleum Refining

Education
University of Pennsylvania - The Wharton School   1972 — 1974
MBA, Finance

Middlebury College   1968 — 1972
BA, Economics

The Nichols School   1964 — 1968
High School, High School

Charles Strauzer Charles Strauzer Greater New York City Area Details
Charles Strauzer's Bear Stearns & Co. Experience June 1989 - September 1997
Job
Industry Investment Banking
Experience
CJS Securities  2001 - Present
Globix Corp.  1998 - 2001
GBI Capital Management   September 1997 - November 1998
Bear Stearns & Co.   June 1989 - September 1997

Skills
Financial Modeling, Equities, Investment Banking, Mergers, Corporate Finance, Equity Research, Series 7, Risk Management, Financial Analysis, Mergers & Acquisitions, Venture Capital, Finance, Business Development, Financial Services, Investor Relations, Capital Markets, Hedge Funds, Alternative Investments, Securities, Equity Trading, Valuation

Education
University of Miami - School of Business   1985 — 1989
BBA

Brendan Langenus Brendan Langenus Greater New York City Area Details
Brendan Langenus's Bear Stearns & Co. Experience June 2003 - August 2003
Job Director, Risk and Investment Management at Prudential Real Estate Investors
Industry Financial Services
Experience
Prudential Real Estate Investors  February 2013 - Present
HSBC Global Asset Management (USA) Inc.   December 2010 - February 2012
HDG Mansur Capital Group, LLC.   January 2006 - December 2010
Bear Stearns & Co.   June 2003 - August 2003
Advest, Inc.   2002 - 2002

Skills
Financial Modeling, Portfolio Management, Valuation, Asset Management, Financial Risk, Financial Analysis, Due Diligence, Private Equity, Asset Managment, Capital Markets, Investment Banking, Investment Management

Education
Gettysburg College   2002 — 2005
English

New Canaan   1997 — 2000

Arjav Parikh Arjav Parikh Greater New York City Area Details
Arjav Parikh's Bear Stearns & Co. Experience December 2002 - March 2008
Job Executive Director
Industry Computer Software
Experience
JPMorgan Chase  May 2014 - Present
J.P. Morgan   March 2008 - April 2014
Bear Stearns & Co.   December 2002 - March 2008
Deutsche Bank  2001 - 2002
BondBook, LLC   2000 - 2001
J P Morgan & Co.   1999 - 2000
Perot Systems  1997 - 1999
Eastman Software  1994 - 1997
Randall-Helms International/Fame Research   1993 - 1994

Skills
Fixed Income, Derivatives, Equities, Trading, Vendor Management, FX Options, Financial Services, Investment Banking, Capital Markets, Trading Systems, Financial Risk, Hedge Funds, Financial Markets, Market Data, Commodity, Options, Portfolio Management, Asset Management, Electronic Trading, Asset Managment, Fund Accounting, Alternative Investments, Valuation, Emerging Markets, Rates

Education
Rutgers University-New Brunswick   1992 — 1994
MS, Computer Engineering

Gujarat University   1987 — 1991
BS, Electronics & Communication Eng.

Jennifer Pappas Jennifer Pappas Greater New York City Area Details
Jennifer Pappas's Bear Stearns & Co. Experience May 2000 - March 2007
Job Chief Operations Officer / Chief Compliance Officer at Next Capital Management LLC
Industry Financial Services
Experience
Next Capital Management LLC  January 2013 - Present
Next Capital Management LLC  January 2010 - Present
Next Capital Management LLC  May 2000 - February 2010
Bear Stearns & Co  May 2000 - March 2007
Bear Stearns & Co.   October 1998 - May 2000

Education
New York University - Leonard N. Stern School of Business   2005 — 2008
MBA

Tulane University   1994 — 1998
BA, Political Economy and German

Jonathan Ende Jonathan Ende New York, New York Details
Jonathan Ende's Bear Stearns & Co. Experience March 1998 - March 2000
Job President and Founder of Ende Capital. Inc., Founder and Organizer of TEDxWallStreet
Industry Financial Services
Experience
Ende Capital Inc   2005 - Present
TEDxWallStreet   July 2011 - Present
Silver Leaf Partners  2012 - Present
BorrowersFirst, Inc.   August 2012 - March 2014
Lehman Brothers  April 2001 - February 2005
NetCentric Partners   March 2000 - April 2001
Bear Stearns & Co.   March 1998 - March 2000
Bankers Trust  March 1995 - March 1998
Kidder Peabody / Paine Webber   March 1995 - March 1995
Salomon Brothers  March 1995 - March 1995

Skills
Hedge Funds, Investments, Alternative Investments, Equities, Venture Capital, Due Diligence, Portfolio Management, Asset Managment, Financial Modeling, Private Equity, Entrepreneurship, Capital Markets, Start-ups, Derivatives, Risk Management, Equity Derivatives

Education
Duke University
Bachelor of Arts (B.A.), Economics

Edgemont High

Dan Noble Dan Noble Greater St. Louis Area Details
Dan Noble's Bear Stearns & Co. Experience October 2002 - January 2005
Job Senior Options Trader at Wells Fargo Advisors
Industry Financial Services
Experience
Wells Fargo Advisors  June 2008 - Present
A.G. Edwards   January 2005 - June 2008
Bear Stearns & Co.   October 2002 - January 2005
Midland Trading   January 1999 - January 2002
The Arbitrage Group   November 1997 - January 1999
Fred Kolber & Co.   June 1995 - November 1997
Fred Kolber & Co.   March 1992 - June 1995
Lakeshore Securities  September 1990 - March 1992

Skills
Team Leadership, Options, Trading, Risk Management, Equities, Electronic Trading, Series 7, Series 63, Bloomberg, Commodity Markets, FINRA, Capital Markets, Financial Markets, Proprietary Trading, Hedging, Alternative Investments, Derivatives, Financial Analysis, Fixed Income, Investments, Securities, Commodity, Asset Management, Portfolio Management, Hedge Funds, Trading Systems, Equity Trading, Investment Strategies, Equity Derivatives, Investment Advisory, Options Strategies, FX Options, Technical Analysis, ETFs, Mutual Funds, Investment Management, Wealth Management, Series 24, Bonds, Structured Products, Trading Strategies, Stocks, Financial Services, Currency, Financial Risk, Investment Banking, Financial Advisory, Market Risk, Relationship Management, FX trading

Education
Roosevelt University   1996 — 1998
Education

Eastern Illinois University   1986 — 1990
Bachelor of Arts (B.A.), History

Fernando Diz Fernando Diz Syracuse, New York Area Details
Fernando Diz's Bear Stearns & Co. Experience July 2004 - July 2005
Job Managing Director at The Orange Value Fund, LLC
Industry Financial Services
Experience
The Orange Value Fund, LLC   October 2006 - Present
M&E Financial Markets Research, LLC   January 1998 - Present
MJ Whitman School of Management, Syracuse University   September 1989 - Present
UBS Securities  July 2004 - July 2009
Bear Stearns & Co.   July 2004 - July 2005

Skills
Equities, Financial Modeling, Bloomberg, Valuation, Fixed Income, Investments, Derivatives, Financial Analysis, Hedge Funds, Capital Markets, Equity Research, Trading, Quantitative Analytics, Investment Banking, Corporate Finance, Alternative Investments, Private Equity, Portfolio Management, Asset Managment, Finance, Asset Management

Education
Cornell University   1983 — 1989
PhD, Finance, Agricultural Economics

Cornell University   1983 — 1989
Doctor of Philosophy (PhD), Agricultural Economics, Finance

Robert Zajac Robert Zajac Greater New York City Area Details
Robert Zajac's Bear Stearns & Co. Experience 1991 - 2004
Job BMC Remedy Solutions Architect at Column Technologies
Industry Information Technology and Services
Experience
Column Technologies  August 2009 - Present
Column Technologies  November 2008 - August 2009
Column Technologies  October 2007 - November 2008
Column Technologies  December 2004 - October 2007
Bear Stearns & Co.   1991 - 2004

Skills
IT Service Management, ITIL, Incident Management, BMC Remedy, Service Management, Solution Architecture, CMDB, Enterprise Software, Requirements Analysis, Service Desk, Configuration Management, Change Management, Asset Managment, Service Level Management, Asset Management, ITIL v3 Foundations..., Cloud Computing, SDLC, Databases, Integration, Oracle, Release Management, Information Technology

Education
University of Bridgeport   1985 — 1990
BS, Computer Engineering

Amy Vetstein Amy Vetstein Greater Boston Area Details
Amy Vetstein's Bear Stearns & Co. Experience September 1998 - September 2005
Job Regional Sales Director at Empire Settlement Funding
Industry Financial Services
Experience
ComeBack Physical Therapy, Inc.   January 2011 - Present
Empire Settlement Funding   April 2007 - Present
Bear Stearns & Co.   September 1998 - September 2005

Education
Northeastern University   1987 — 1992

Randolph High School   1981 — 1988

Matthew Giller, CFA Matthew Giller, CFA Greater New York City Area Details
Matthew Giller, CFA's Bear Stearns & Co. Experience June 2007 - August 2007
Job Associate at Goldman Sachs Asset Management
Industry Financial Services
Experience
Goldman Sachs  January 2011 - Present
Goldman Sachs  July 2008 - December 2010
Bear Stearns & Co.   June 2007 - August 2007
Citigroup Smith Barney  February 2007 - May 2007

Skills
Valuation, Due Diligence, Analysis, Financial Risk, Portfolio Management, Securities, Swaps, Equities, Fixed Income, Options, FX Options, Hedge Funds, Commodity, Financial Modeling, Derivatives, Financial Analysis, Asset Management

Education
City University of New York-Queens College   2004 — 2008
Bachelor of Business Administration in Finance and Bachelor of Arts in Economics

Laurence Freed Laurence Freed Greater New York City Area Details
Laurence Freed's Bear Stearns & Co. Experience July 1994 - December 1997
Job President at LT Partners, Inc.
Industry Financial Services
Experience
LT Partners, Inc.   December 2007 - Present
Worldview Entertainment  January 2010 - June 2012
BSAM   May 2004 - November 2007
Moody's Investors Service  January 1998 - April 2004
Bear Stearns & Co.   July 1994 - December 1997

Skills
Hedge Funds, Structured Finance, Equities, Investments, Risk Management, Film Finance, CFOs, Capital Management, Capital Structure, Modeling, Derivatives, Asset Management, Due Diligence, Valuation, Fixed Income, Capital Markets, Financial Modeling, Portfolio Management, Finance, Mergers & Acquisitions, Financial Structuring

Education
Columbia University in the City of New York   1998 — 1999
non-matriculated, Selected graduate classes in mathematical finance, probability and stochastic methods

Columbia University - School of International and Public Affairs   1992 — 1994
MIA, Int'l Finance, Economics, Political Economy

Rutgers University-New Brunswick   1986 — 1990
BA, History, Computer Science (minor)

HPHS

Laurie V E Feldman Laurie V E Feldman Greater New York City Area Details
Laurie V E Feldman's Bear Stearns & Co. Experience November 1989 - December 1996
Job Managing Partner/Owner Artesia Capital, LLC
Industry Financial Services
Experience
Artesia Capital, LLC   April 2003 - Present
Zurich Scudder Investments  April 1996 - February 1999
Bear Stearns & Co.   November 1989 - December 1996

Skills
Investments, Private Equity, Portfolio Management, Hedge Funds, Investment Strategies, Venture Capital, Investment Management, Asset Management, Alternative Investments, Management, Equities, Capital Markets, Series 7, Investment Banking, Investment Advisory, Investor Relations, Bloomberg, Valuation, Fixed Income, Equity Research, Trading, Asset Allocation, Financial Modeling, Mutual Funds, Wealth Management, Securities, Financial Services, Finance

Education
Alfred University   1981 — 1985
BA, CLINICAL PSYCHOLOGY

Richmond, The American International University in London   1983 — 1983
BA, Psychology

The Institute for Culinary Education
Baking and Pastry Arts/Baker/Pastry Chef

New York University
Finance

Santa Fe School of Photography
Portrait Photography

John J. Finn John J. Finn Greater New York City Area Details
John J. Finn's Bear Stearns & Co. Experience July 2006 - March 2008
Job Senior Vice President at Eaton Partners
Industry Financial Services
Experience
Eaton Partners, LLC  April 2015 - Present
Eaton Partners  July 2013 - March 2015
J.P. Morgan   October 2012 - July 2013
Select Equity Group, L.P.   April 2008 - August 2010
Bear Stearns & Co.   July 2006 - March 2008
Citi  May 2004 - June 2006

Skills
Hedge Funds, Investments, Alternative Investments, Equities, Private Equity, Asset Management, Capital Markets, Portfolio Management, Fixed Income, New Business Development, Business Strategy, Relationship Management, Due Diligence, Corporate Finance, Private Placements, Financial Analysis, Investor Relations, Customer Relations, Series 7, Series 66

Education
Columbia University - Columbia Business School   2010 — 2012
Master of Business Administration (M.B.A.), Alternative Investments

Colgate University   1999 — 2002
Bachelor's Degree

The Lawrenceville School

Anna Drotman Anna Drotman New York, New York Details
Anna Drotman's Bear Stearns & Co. Experience June 2006 - June 2007
Job Equity Research Associate
Industry Financial Services
Experience
RBC Capital Markets  July 2007 - Present
Bear Stearns & Co.   June 2006 - June 2007

Skills
Equities, Capital Markets, Investments

Education
Baruch College, City University of New York (CUNY)   2002 — 2006
Bachelor of Arts (B.A.), Finance and Investments

City University of New York-Baruch College - Zicklin School of Business   2002 — 2006
Bachelors, Finance & Investments

Elias Rodriguez, CFA Elias Rodriguez, CFA Greater New York City Area Details
Elias Rodriguez, CFA's Bear Stearns & Co. Experience September 1995 - August 1999
Job Vice President at Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley  June 2009 - Present
Citi Markets and Banking  August 1999 - June 2009
Bear Stearns & Co.   September 1995 - August 1999
Bear Stearns  June 1987 - September 1995
Dean Witter  May 1986 - June 1987

Skills
Fixed Income, Alternative Investments, Capital Markets, Hedge Funds, Equities, Options, Securities, Series 7, Derivatives, Series 63, Financial Risk, Credit Risk, Latin America, Structured Products, Bloomberg, Portfolio Management, Equity Options, Finance, Futures, FX Forwards, Series 3, FX Options, Bonds, Mutual Funds, Risk Management, Credit

Education
Pace University - Lubin School of Business   1988 — 1992
Masters in Business Administration, Master in Finance/Investments

Pace University - Lubin School of Business   1982 — 1986
Bachellors in Business Administration, Finance

Scott Bussy, RICP® Scott Bussy, RICP® Austin, Texas Details
Scott Bussy, RICP®'s Bear Stearns & Co. Experience 1986 - 1990
Job Wealth Manager, Financial Advisor specializing in Tactical Investment & Risk Management
Industry Investment Management
Experience
Bearing Financial Advisors, LLC   May 2002 - Present
EQ Financial Consultants   October 1996 - May 2002
Donaldson, Lufkin & Jenrette   March 1990 - July 1996
Bear Stearns & Co.   1986 - 1990
Associate Director  1986 - 1990
Associate Director  1986 - 1990
Bear Stearns & Co.   1986 - 1990
Bear Stearns & Co.   1986 - 1990
Bear Stearns & Co.   1986 - 1990

Skills
Investment Management, Equity Research, Financial Risk..., Advisory & Consulting, Due Diligence, Consulting, Investments, Financial Services, Strategic Financial..., Wealth Management, Insurance, Securities, Mergers & Acquisitions, Risk Management, Corporate Finance, Portfolio Management, Equities, Finance, Asset Allocation, Financial Advisory

Education
Dallas Baptist University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General

University of Houston
BS- HRM

Chris Ahrens Chris Ahrens Charlotte, North Carolina Details
Chris Ahrens's Bear Stearns & Co. Experience October 1995 - April 2007
Job Director of Investor Relations and Marketing at Round Table Investment Management Company
Industry Financial Services
Experience
Round Table Investment Management Company   February 2013 - Present
UBS Securities  September 2008 - November 2012
Countrywide Securities  May 2007 - August 2008
Bear Stearns & Co.   October 1995 - April 2007

Skills
Fixed Income, Derivatives, Hedge Funds, Equities, Bloomberg, Series 7, Trading, Alternative Investments, Asset Management, Portfolio Management, Structured Products, Bonds, Investments, Options, Securities

Education
Harvard University   1977 — 1982
Bachelor of Arts (B.A.), English Language and Literature

Karen Kostiw Karen Kostiw New York, New York Details
Karen Kostiw's Bear Stearns & Co. Experience 1989 - 1991
Job R.E. Salesperson in NY & NJ | Senior Career Consultant | Structured Finance and Operations Executive
Industry Financial Services
Experience
Mullin International  April 2014 - Present
Warburg Realty  September 2013 - Present
Elite Realtors of NJ  October 2012 - Present
Standard & Poor's   June 1998 - February 2012
MBIA  1997 - 1998
FGIC  1996 - 1997
Credit Suisse  1991 - 1994
Bear Stearns & Co.   1989 - 1991
Merrill Lynch  1987 - 1989
Integrated Resources  1985 - 1987

Skills
Green Belt, Staff Mentoring, Compliance, Credit, Credit Risk, Credit Analysis, Securitization, Quality Assurance, Risk Management, Risk Assessment, Operational Risk..., Training & Development, Real Estate Sales..., Structured Finance, Capital Markets, Employee Training, Investment Banking, Financial Markets, Financial Services, Fixed Income, Securities, Leadership, MBS, Executive Management, Portfolio Management, Relationship Management, Trading, Hedge Funds, Recruiting, Bloomberg, Market Risk, Financial Institutions, Valuation, Asset Management, Operational Risk, Alternative Investments, Loans, Finance, Derivatives, Analytics, Due Diligence, Talent Acquisition, CMBS, Structured Products, Investments, ABS, Bonds, Corporate Finance, Credit Derivatives, Equities

Education
Albertus Magnus College   1981 — 1985
Bachelor of Arts, English Literature

Shoreham Wading River High School

Trey Clark Trey Clark Austin, Texas Area Details
Trey Clark's Bear Stearns & Co. Experience 1992 - 1993
Job President at OsteoSolutions & Technologies, LLC
Industry Medical Devices
Experience
OsteoSolutions & Technologies, LLC   July 1998 - Present
Schick Technologies, Inc.   1998 - 1998
Danka Office Imaging  1997 - 1998
Minolta Business Systems  1995 - 1997
Smith Barney Shearson  1994 - 1995
Main Street Capital Corp.   1993 - 1994
Bear Stearns & Co.   1992 - 1993

Skills
Strategic Planning, Competitive Analysis, Negotiation, Due Diligence, Strategic Partnerships, Contract Negotiation, New Business Development, Sales Management, Account Management, Sales, Leadership, Vendor Management, Location Intelligence, Coaching, Lead Generation

Education
University of North Texas   1989 — 2011
Bachelor of Business Administration (B.B.A.), General Business

LSU Shreveport   1988 — 1989
Accounting

Louisiana Tech University   1986 — 1988
Accounting

Jesuit College Prep School   1982 — 1986

Brian Tantalo Brian Tantalo Greater Philadelphia Area Details
Brian Tantalo's Bear Stearns & Co. Experience August 2005 - September 2008
Job Partner/Portfolio Manager at Darwin Capital, CoCEO, VP BD & Finance at Public Table Restaurants
Industry Investment Management
Experience
Darwin Capital Management   April 2009 - Present
Public Table Restaurants   August 2013 - Present
RBC Capital Markets  June 2008 - April 2009
Bear Stearns & Co.   August 2005 - September 2008
Fulcrum Global Partners  November 2001 - August 2005
Gruntal & Co.   October 1999 - November 2001
Janney Montgomery Scott LLC  December 1995 - October 1999
Olde Equity Research   May 1994 - December 1995

Skills
Hedge Funds, Equities, Capital Markets, Equity Research, Portfolio Management, Valuation, Bloomberg, Alternative Investments, Investments, Investment Banking, Private Equity, Asset Management, Asset Managment, Financial Modeling, Financial Analysis, Risk Management, Sales, Sales Management

Education
Purdue University   1990 — 1994
Bachelor of Science (BS), Finance, Economics

Clare Jansson Clare Jansson Charlotte, North Carolina Details
Clare Jansson's Bear Stearns & Co. Experience 1987 - 1992
Job Financial Analyst Credit & Risk
Industry Banking
Experience
Bank of America  1996 - 2015
PaineWebber  1992 - 1995
Bear Stearns & Co.   1987 - 1992
Goldman Sachs & Co.   1985 - 1987

Skills
Portfolio Management, Capital Markets, Equities, Financial Markets, Risk Management, Credit, Financial Services, Program Management, Bonds, Banking, Corporate Finance, Strategy, Investments, Credit Risk, Loans, Structured Finance, Derivatives, Fixed Income, Financial Risk, Finance, Securities, Investment Banking, Mergers & Acquisitions

Education
Brown University
Bachelor’s Degree, Economics & Anthropology

Spence School

Dan Floersheimer Dan Floersheimer Greater New York City Area Details
Dan Floersheimer's Bear Stearns & Co. Experience 1981 - 1987
Job Owner, Augmentum Advisors LLC
Industry Financial Services
Experience
Augmentum Advisors LLC   2005 - Present
Grayson Burger & Co.   1995 - 2005
Oppenheimer & Co.   1987 - 1995
Bear Stearns & Co.   1981 - 1987

Skills
Entrepreneurship, Strategic Planning, Business Strategy, Start-ups, Mergers, Private Equity, Process Improvement, Strategy, Investments, Mergers & Acquisitions

Education
Boston College   1977 — 1981

American International School of Zurich, Switzerland   1973 — 1977
High School diploma

Joseph Durso Joseph Durso Greater New York City Area Details
Joseph Durso's Bear Stearns & Co. Experience September 2003 - June 2008
Job Director of Risk Trading Supervision & Compliance at Societe Generale
Industry Capital Markets
Experience
Societe Generale  June 2010 - Present
Pali Capital  September 2008 - July 2010
Bear Stearns & Co.   September 2003 - June 2008
Merrill Lynch  October 2002 - September 2003
Herzog, Heine, Geduld, LLC   August 1989 - September 2002

Skills
Bloomberg, Equities, Financial Markets, Equity Derivatives, Electronic Trading, Capital Markets, Management, Options, Securities, Series 7, Trading, Equity Trading, Fixed Income, Alternative Investments, Proprietary Trading, Structured Products, FINRA

Education
Adelphi University
BBA, Management

Munir Khan Munir Khan Greater New York City Area Details
Munir Khan's Bear Stearns & Co. Experience September 1999 - August 2007
Job Application Support Engineer at DATAPIPE
Industry Financial Services
Experience
Datapipe  June 2015 - Present
Comcast  October 2014 - May 2015
Lapis Technologies Inc. (Islamabad, Pakistan)   June 2013 - September 2014
JPMorgan Chase  March 2008 - May 2013
Bear Stearns & Co.   September 1999 - August 2007
Bear Stearns & Co.   March 2000 - September 2004

Skills
Disaster Recovery, Trading Systems, Unix, Solaris, Troubleshooting, Software Documentation, Operating Systems, Servers, ITIL, SDLC, Data Center, Electronic Trading, Databases, Technical Support, Infrastructure, Vendor Management, Linux, Windows Server, Autosys, Incident Management, Business Continuity, Production Support, Testing, IT Service Management, IT Operations, High Availability, Software Installation, Service Delivery, Amazon Web Services..., Amazon EC2, Private Cloud, SCP (ScienceLogic...

Education
Kean University   1992 — 1996
Bachelor of Science (BS), Business, Management, Marketing, and Related Support Services

Kean University   1992 — 1996
Bachelor's degree, Business, Management, Marketing, and Related Support Services

Charlie Carollo Charlie Carollo Greater New York City Area Details
Charlie Carollo's Bear Stearns & Co. Experience 1996 - 2008
Job Supervisor at Nassau BOCES
Industry Education Management
Experience
Nassau BOCES  August 2008 - Present
Bear Stearns & Co.   1996 - 2008

Education
Dowling College   2006 — 2008
School District Business Leader Certification, Public School Finance

Adelphi University   2004 — 2006
MBA, Business Administration

Adelphi University   1986 — 1988
BBA, Accounting

Barbara Johnston Barbara Johnston Greater New York City Area Details
Barbara Johnston's Bear Stearns & Co. Experience March 1987 - October 1993
Job Credit/Financial Services Professional
Industry Capital Markets
Experience
Royal Bank of Scotland Stamford, Ct.   April 2010 - February 2015
J.P. MORGAN SECURITIES   June 2008 - March 2009
BEAR STEARNS & CO. INC   March 1987 - June 2008
Bear Stearns & Co.   March 1987 - October 1993
SMITH BARNEY, HARRIS UPHAM & CO, INC   October 1984 - March 1987
PRUDENTIAL SECURITIES, INC  May 1980 - October 1984
METROPOLITAN SAVINGS BANK   July 1977 - May 1980

Skills
Credit Administration, Documentation, Data Integrity, Credit Operations, Credit Risk, Credit, Operational Risk, Capital Markets, Back Office, Fixed Income, KYC, Compliance, Equities, Software Documentation, Credit Analysis, Financial Risk, Due Diligence, Risk Management, Prime Brokerage, Trading, Hedge Funds, Financial Services, Executive Management, Financial Markets, Investments, Securities, Alternative Investments, Structured Finance, Mutual Funds, Analysis, Asset Management, Bonds, Portfolio Management, Banking, FX Options, Operational Risk..., Middle Office, Emerging Markets, Finance, AML, Management, Market Risk

Education
St. Francis College (Evening Division)   1976 — 1983
B.S, Business Management

Long Island University, Brooklyn Campus
business mgmt

Kenya Greene Kenya Greene Greater New York City Area Details
Kenya Greene's Bear Stearns & Co. Experience 1996 - 2000
Job Financial Services Leader: Financial Management, Relationship Management, and Financial Operations
Industry Financial Services
Experience
Edison Properties, LLC  2012 - 2014
H&R Block (Seasonal)   2011 - 2012
ABN AMRO Bank N.V.   2007 - 2009
Goldman Sachs  2005 - 2006
Deutsche Bank AG  2004 - 2005
Pershing  2000 - 2001
Bear Stearns & Co.   1996 - 2000

Education
Baruch College of Continuing and Professional Studies   2011 — 2011
Advanced Accounting Certificate

LIU Brooklyn   2001 — 2003
MBA, Finance

State University of New York College Of Old Westbury
Bachelor of Science, Financial Management

Christopher Lech, CFA Christopher Lech, CFA Hartford, Connecticut Area Details
Christopher Lech, CFA's Bear Stearns & Co. Experience January 1990 - October 1996
Job Head of Client Strategy at General Re New England Asset Management Inc. (GRNEAM)
Industry Investment Management
Experience
General Re - New England Asset Mgt (GR-NEAM)   October 1996 - Present
Bear Stearns & Co.   January 1990 - October 1996
KPMG  January 1988 - January 1990
E.F Hutton & Co.   July 1987 - January 1988

Skills
Fixed Income, Portfolio Management

Education
Syracuse University   1983 — 1987
BS, Finance and Marketing

Alan Liang Alan Liang Greater New York City Area Details
Alan Liang's Bear Stearns & Co. Experience June 2005 - March 2008
Job Equity Finance at J.P. Morgan
Industry Banking
Experience
J.P. Morgan   July 2010 - Present
J.P. Morgan   March 2008 - July 2010
Bear Stearns & Co.   June 2005 - March 2008

Skills
Series 7, Series 63, Prime Brokerage, Hedge Funds

Education
City University of New York-Baruch College   2007 — 2009
Master of Business Administration (M.B.A.), Dual Major: Finance & Computer Information Systems

Baruch College, City University of New York (CUNY)   2001 — 2005
BBA, Finance

Bert Fuqua Bert Fuqua Greater New York City Area Details
Bert Fuqua's Bear Stearns & Co. Experience 2000 - 2002
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS  2002 - Present
Bear Stearns & Co.   2000 - 2002
RBS Greenwich Capital  1996 - 2000
Bankers Trust Company  1993 - 1996

Skills
Structured Products, Credit Derivatives, Fixed Income, Derivatives, Capital Markets, Dodd-Frank, Structured Finance, Securitization, Investment Banking

Education
New York University School of Law   1989 — 1992
J.D.

Harvard University   1985 — 1989
A.B., Economics

Bryan Demeusy Bryan Demeusy New York, New York Details
Bryan Demeusy's Bear Stearns & Co. Experience July 2007 - August 2008
Job Associate Project Manager at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase  May 2014 - Present
JP Morgan Chase & Co. / JP Morgan Securities LLC   December 2008 - April 2014
Sayville Ferry Service  2001 - 2010
JP Morgan Chase & Co.   August 2008 - December 2008
Bear Stearns & Co.   July 2007 - August 2008

Education
Fordham University - Graduate School of Business Administration   2012 — 2015
MBA, Information Systems and Management

Villanova University   2003 — 2007
BS, Computer and Information Sciences

Middlesex University   2006 — 2006
Information Technology

Jenny H. Huang Jenny H. Huang Greater New York City Area Details
Jenny H. Huang's Bear Stearns & Co. Experience February 2006 - December 2006
Job Compliance Professional: Antimoney laundering (AML), Bank Secrecy Act (BSA), USA Patriot Act, KYC, Due Diligence
Industry Financial Services
Experience
JPMorgan Chase & Co  November 2013 - March 2014
HSBC Bank UK  November 2012 - June 2013
Full Jeep Corporation   January 2009 - 2012
Goldman Sachs & Co.   March 2007 - September 2008
Bear Stearns & Co.   February 2006 - December 2006
Pfizer  November 2003 - December 2005

Education
New York Law School
Juris Doctorate (JD)

Smith College
BA, East Asian Studies

Kayadti Madison Kayadti Madison Greater New York City Area Details
Kayadti Madison's Bear Stearns & Co. Experience 1999 - 2009
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
JP Morgan Asset Management  2013 - Present
BNY Mellon  2010 - 2013
Bear Stearns & Co.   1999 - 2009
Morgan Stanley Dean Witter  1997 - 1999

Skills
Account Reconciliation, Financial Reporting, Compliance, Analysis, Financial Statements, Alternative Investments, Series 7, GAAP

Education
City University of New York-Baruch College - Zicklin School of Business   2012 — 2016
Master of Business Administration, Finance

Morehouse College
BA, Accounting

Jeff Bloomberg Jeff Bloomberg Greater Boston Area Details
Jeff Bloomberg's Bear Stearns & Co. Experience 1979 - 1993
Job Office of the Chairman at Gordon Brothers Group
Industry Financial Services
Experience
Gordon Brothers Group  September 2001 - Present
Touch Comerce   2013 - 2014
Bear Stearns & Co.   1979 - 1993
Lehman Brothers  1974 - 1976
Lehman Brothers  1974 - 1976
Lehman Brothers  1974 - 1976
Lehman Brothers  1974 - 1976
Lehman Brothers  1974 - 1976
Lehman Brothers  1974 - 1976

Education
Harvard Business School   1972 — 1974
MBA, Finance

Dartmouth College   1965 — 1969
BA, History

Akhtar Samad, Akhtar (Symbios) Akhtar Samad, Akhtar (Symbios) Greater New York City Area Details
Akhtar Samad, Akhtar (Symbios)'s Bear Stearns & Co. Experience July 2000 - June 2008
Job Managing Partner at Symbios Partners, LLC
Industry Biotechnology
Experience
Symbios Partners, LLC   June 2008 - Present
Bear Stearns & Co.   July 2000 - June 2008

Education
New York University School of Medicine
MD, PhD, Cancer research, genomics

Walter Pidgeon Walter Pidgeon Greater New York City Area Details
Walter Pidgeon's Bear Stearns & Co. Experience May 1987 - June 2008
Job Seeking Employment
Industry Information Services
Experience
JPMorgan Chase  May 2007 - September 2012
Bear Stearns & Co.   May 1987 - June 2008
Port Authority of New York and New Jersey  November 1986 - May 1987
Morgan Guaranty Trust Co.  April 1981 - November 1986
Beecham Products, Inc.   October 1980 - April 1981
Volkswagen of America  April 1978 - April 1981
Clark O’Neill, Inc.   November 1972 - April 1978

Skills
Unix, TCP/IP, JCL, Data Center, System Administration, Mainframe, COBOL, Operating Systems, Troubleshooting, IBM Mainframe, MVS, Servers, Software Documentation, TSO, IT Management, Unix Shell Scripting, Virtualization, SDLC, Solaris, FTP, Perl, DNS, Switches, System Deployment, ITIL, Technical Support, IT Operations, Routers, Infrastructure, Disaster Recovery, Software Development, VMware, Network Engineering, Red Hat Linux, Databases, SQL, Visio, Integration, BMC Remedy, Networking

Education
St. Elizebeth College   2001 — 2004
Certificcate, Diaconate

Saint Peter's University   1972 — 1974
NA, Computer Science

High School   1965 — 1969
NA, Technical

Sileo, Thomas Sileo, Thomas Greater Boston Area Details
Sileo, Thomas's Bear Stearns & Co. Experience 1984 - 1989
Job Financial Advisor at Raymond James Financial
Industry Investment Management
Experience
Raymond James & Associates, Inc   June 2009 - Present
Morgan Stanley  January 1998 - June 2009
Bear Stearns & Co.   1984 - 1989

Education
Boston College   1980 — 1984
BA

Vincent Fea Vincent Fea United States Details
Vincent Fea's Bear Stearns & Co. Experience 1999 - 2002
Job Managing Director at Deutsche Asset Management
Industry Financial Services
Experience
Deutsche Asset Management  March 2002 - Present
Bear Stearns & Co.   1999 - 2002
Chase Securities  1995 - 1999

Skills
Credit, Fixed Income, Asset Managment, Capital Markets, Investments, Bloomberg, High Yield, Bonds, Asset Allocation, Series 7, Financial Modeling, Chartered Financial..., Financial Risk, Hedge Funds, Portfolio Management, Alternative Investments, Asset Management, Investment Management, Equities, Derivatives

Education
Pace University - Lubin School of Business
Master of Business Administration (M.B.A.), Finance

Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Finance, General

John Katsock Jr. John Katsock Jr. New York, New York Details
John Katsock Jr.'s Bear Stearns & Co. Experience January 1992 - July 2000
Job at Prime Equity Fund LLC
Industry Financial Services
Experience
Castle Creek Partners LLC   January 2004 - Present
Pinnacle Asset Management LLC   August 2000 - December 2003
Bear Stearns & Co.   January 1992 - July 2000

Skills
Investments, Financial Modeling, Corporate Finance, Equities, Valuation, Capital Markets, Hedge Funds, Investment Banking, Private Equity, Alternative Investments, Equity Research, Trading, Due Diligence, Entrepreneurship, Portfolio Management, Equity Trading, Mergers & Acquisitions, Business Strategy, Venture Capital, Asset Management, Start-ups

Education
University of Pennsylvania - The Wharton School   1989 — 1992

Pepperdine University School of Law   1986 — 1989

Syracuse University   1982 — 1986
BS, Finance

Margaret Kaltnecker Margaret Kaltnecker Greater New York City Area Details
Margaret Kaltnecker's Bear Stearns & Co. Experience 1991 - 2009
Job Medical Insurance & Coding Professional
Industry Medical Practice
Experience
Bear Stearns  March 1991 - March 2009
Bear Stearns & Co.   1991 - 2009

Education
CDM Institute   2010 — 2010
Certification, Med.Admin & Insurance Billing & Coding

County College of Morris   1971 — 1972
Nursing

Charlotte Barreda Charlotte Barreda Greater New York City Area Details
Charlotte Barreda's Bear Stearns & Co. Experience 2001 - 2004
Job Vice President at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities  2013 - Present
JP Morgan  2010 - 2013
J.P. Morgan   2008 - 2009
J.P. Morgan   2006 - 2008
Bear Stearns  2004 - 2006
Bear Stearns & Co  2001 - 2004
Bear Stearns & Co.   1998 - 2001

Skills
Equities, Fixed Income, Investments, Financial Services, Securities, Employee Relations, Trading Systems, AML, Onboarding, High Net Worth..., Investment Advisory

Education
New York University
Certificate, Learning and Training Development

Schiller University   1988 — 1989
German Language

Rutgers University-New Brunswick
BS in Political Science and BA in German Language, Arts and Sciences

John DeGulis (E-mail) John DeGulis (E-mail) Greater New York City Area Details
John DeGulis (E-mail)'s Bear Stearns & Co. Experience August 1988 - June 1990
Job Portfolio Manager at Sound Shore Management
Industry Investment Management
Experience
Sound Shore Management   January 1996 - Present
Morgan Stanley  August 1994 - December 1995
Fortis Private Capital   July 1990 - October 1992
Bear Stearns & Co.   August 1988 - June 1990

Skills
Portfolio Management, Alternative Investments, Equities, Asset Management, Corporate Finance, Asset Allocation, Investment Banking, Hedge Funds

Education
Columbia Business School   1993 — 1994
Master of Business Administration (MBA), Finance, General

Northwestern University   1984 — 1988
Bachelor of Arts (BA), Economics

Scott Pavlak Scott Pavlak Greater New York City Area Details
Scott Pavlak's Bear Stearns & Co. Experience 1990 - 1992
Job Senior Portfolio Manager at Logan Circle Partners
Industry Investment Management
Experience
Logan Circle Partners  Senior Managing Director, Fixed IncomeBear Stearns Asset Management1992 - 2008
Bear Stearns & Co.   1990 - 1992
Beechwood Securities Corp.   1987 - 1990

Education
New York University - Leonard N. Stern School of Business   1991 — 1995
MBA, Finance / Economics

Fairleigh Dickinson University   1981 — 1985
BS, Finance

Joseph Saporta Joseph Saporta Greater New York City Area Details
Joseph Saporta's Bear Stearns & Co. Experience January 2005 - December 2008
Job Senior Analyst at National Grid
Industry Oil & Energy
Experience
National Grid  November 2011 - Present
Citi Realty Services   June 2011 - October 2011
KBC Bank  February 2011 - June 2011
Old Mutual of Bermuda Insurance   December 2010 - January 2011
Lloyds TSB  February 2009 - September 2010
Bear Stearns & Co.   January 2005 - December 2008
Barclays Capital  July 1995 - December 2004
Federal Home Loan Bank of New York  1993 - 1995

Education
Queens College   1985 — 1990
BA, Accounting

Marquette University   1974 — 1977
BS, Finance

Saint John's University   1974 — 1977
MBA, Finance

charles brody charles brody Greater New York City Area Details
charles brody's Bear Stearns & Co. Experience 1982 - 1985
Job commodities operations manager clearing at SMW Trading Co. Inc.
Industry Financial Services
Experience
SMW Trading Company, Inc.   1987 - 2011
Geldermann Inc.  1986 - 1987
Farr Mann & Co., Inc.   1985 - 1986
Bear Stearns & Co.   1982 - 1985

Education
Dickinson College
B.S., Biology and Fine Arts

Sam Gilliland Sam Gilliland Greater New York City Area Details
Sam Gilliland's Bear Stearns & Co. Experience September 1982 - December 1986
Job Managing Director at Fieldpoint Private Bank & Trust
Industry Financial Services
Experience
Fieldpoint Private Bank & Trust  December 2010 - Present
Morgan Stanley Smith Barney  March 2002 - December 2010
Deutsche Bank Alex. Brown  December 1991 - March 2002
Oppenheimer & Co.   December 1986 - December 1991
Bear Stearns & Co.   September 1982 - December 1986
Telecomp  June 1981 - September 1983

Skills
Alternative Investments, Series 7, Hedge Funds, Investments, Wealth Management, Asset Allocation, Asset Managment, Equities, Fixed Income, Securities, Mutual Funds, Series 63, Finance, Investment Banking, ETFs, Investment Strategies, Asset Management, Series 65, Financial Advisory, Investment Management, Capital Markets, Private Equity, Bloomberg

Education
Denison University   1975 — 1979
BA English, Literature and Creative Writing

The Governors Academy   1972 — 1975
High School, Liberal Arts and Sciences, General Studies and Humanities

Lasan Johong Lasan Johong Greater New York City Area Details
Lasan Johong's Bear Stearns & Co. Experience September 2000 - October 2001
Job Founder and CEO at Auvila Research Consulting
Industry Investment Management
Experience
Auvila Research Consulting   December 2013 - Present
RBC Capital Markets  October 2004 - March 2011
Blaylock & Partners  April 2002 - August 2003
Bear Stearns & Co.   September 2000 - October 2001
Bear, Stearns & Co.   July 1998 - August 2000

Skills
Financial Modeling, Market Research, Hedge Funds, Valuation, Energy, Equity Research, Capital Markets, Financial Forecasting, Equity Valuation, DCF Valuation, Enterprise Valuation, Investment Valuation, Company Valuation, Cash Flow Forecasting, Stock Picking, Estimates, Equity Capital Markets, Capital Markets Analysis, Creative Financing, Structured Commodity..., Structured Finance, Private Equity, Risk Management, Financial Risk..., Commodity Risk..., Risk Assessment, Operational Risk..., Financial Transactions, Transaction Management, Securities Offerings, Securities Market, Commodity Markets, Commodity Pricing, Renewable Energy, Solar Energy, Energy Policy, Renewable Energy Policy, Renewable Energy Markets, Oil & Gas Industry, Offshore Oil & Gas, Oil Analysis, Oil & Gas Exploration, Natural Gas, Gas Turbines, Gas Processing, Energy Transmission, Power Utilities, Electric Power, Electric Transmission, Coal

Education
Columbia Business School   1991 — 1992
MBA, Finance

Rose Mendez Rose Mendez Greater New York City Area Details
Rose Mendez's Bear Stearns & Co. Experience 1985 - 2010
Job Data Entry Specialist at American Stock Transfer & Trust Co.
Industry Financial Services
Experience
American Stock Transfer & Trust Co.   February 2015 - Present
Ribon Industries   June 2012 - June 2014
Bear Stearns & co.   1985 - 2010

Skills
Securities, Fixed Income, Hedge Funds, Series 7, Series 63, Bloomberg, Capital Markets, Investments, Electronic Trading, Trading

Education
City University of New York-Brooklyn College

Frank DeAngelo Frank DeAngelo Greater New York City Area Details
Frank DeAngelo's Bear Stearns & Co. Experience December 1993 - June 2008
Job Experienced Accounting Professional
Industry Financial Services
Experience
J.P. Morgan   June 2008 - October 2011
Bear Stearns & Co.   December 1993 - June 2008
Deloitte  September 1990 - December 1993

Skills
Fixed Income, Equities, Capital Markets, Securities, Prime Brokerage, Hedge Funds, Corporate Actions, Middle Office, Collateral Management, Settlement, Securities Lending, Derivatives, AML, Asset Management, FINRA, Swaps, Alternative Investments, Financial Markets, Investment Banking, Finance, Fund Of Funds, Options

Education
University at Albany
B.S., Accounting

Noel Berdecia Noel Berdecia United States Details
Noel Berdecia's Bear Stearns & Co. Experience September 1978 - March 2008
Job Cash Operations Professional
Industry Financial Services
Experience
Loeb Partners Corporation   January 2014 - Present
J.P. Morgan   March 2008 - December 2012
Bear Stearns & Co.   September 1978 - March 2008

Skills
Middle Office, Settlement, Financial Markets, Financial Services, Operational Risk..., Relationship Management, Equity Derivatives, Operational Risk, KYC, Global Custody, Banking, Risk Management, Finance, Financial Risk, Management, DTC, Equity Capital Markets, ETFs, Proprietary Trading, Trading Strategies, Treasury Management, Asset Allocation, Due Diligence, Client Services, Market Risk, Investment Management, Cash Management, Equities, Securities, Back Office

Education
Bushwick High School
Regents Diploma

State University of New York College at Cortland

Tina Leung Tina Leung Kilauea, Hawaii Details
Tina Leung's Bear Stearns & Co. Experience March 2000 - March 2005
Job Partner at Debtstream Corp.
Industry Financial Services
Experience
Debtstream Corp.   October 2014 - Present
Pressprich   January 2012 - July 2014
FBR Capital Markets & Co.   September 2010 - November 2011
LaBranche & Co.   November 2009 - August 2010
Deutsche Bank  June 2006 - October 2009
Bear Stearns & Co.   March 2000 - March 2005
Donaldson, Lufkin & Jenrette   1998 - 2000

Skills
Series 7 and 63, Credit, Loans, Equities, Fixed Income, Credit Analysis

Education
Barnard College
Bachelor of Arts (B.A.)

NYU Stern School of Business
Master of Business Administration (MBA)

Kevin Lutz Kevin Lutz Hunt Valley, Maryland Details
Kevin Lutz's Bear Stearns & Co. Experience 1996 - 2000
Job Financial Advisor at Horan Capital Management
Industry Financial Services
Experience
Horan Capital Management  January 2013 - Present
Pacific Life  2008 - 2012
The Hartford  2007 - 2008
Steben & Company, Inc.   January 2005 - January 2007
GRW CAPITAL   January 2003 - January 2005
Goldman Sachs  2000 - 2002
Bear Stearns & Co.   1996 - 2000

Skills
Series 6, Series 63, Fixed Annuities, Mutual Funds, Series 7, Insurance, Marketing, Series 65, Life Insurance, Relationship Management, Retirement, 401k, Strategic Financial...

Education
Loyola University Maryland   1991 — 1996
Bachelor of Arts, Communications/Public Relations

Boys' Latin School of Maryland   1987 — 1991

David Polson David Polson Greenwich, Connecticut Details
David Polson's Bear Stearns & Co. Experience May 2007 - June 2008
Job Portfolio Manager Analyst at AXA Investment Managers
Industry Investment Management
Experience
AXA Investment Managers  2008 - Present
Bear Stearns & Co.   May 2007 - June 2008
4086 Advisors  August 2004 - May 2007
Credit Suisse  2004 - 2007

Skills
Portfolio Management, Hedge Funds, Equities, Fixed Income, Alternative Investments, Asset Management, Bloomberg, Capital Markets, Derivatives, Asset Allocation, Investments, Investment Banking

Education
New York University, Stern School of Business   1990 — 1992
Master of Business Administration (MBA), Finance

SUNY Binghamton   1983 — 1987
Bachelor of Arts (B.A.), History

Chris Georgia, CFA Chris Georgia, CFA Atlanta, Georgia Details
Chris Georgia, CFA's Bear Stearns & Co. Experience January 1993 - December 1999
Job Managing Director, Regional Investment Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust   June 2013 - Present
U.S. Trust   January 2009 - June 2013
U.S. Trust   May 2004 - January 2009
UBS Wealth Management  December 1999 - November 2003
Bear Stearns & Co.   January 1993 - December 1999

Skills
Wealth Management, Portfolio Management, Alternative Investments, Hedge Funds, Strategic Financial..., Credit, Business Strategy, Executive Management

Education
Georgia State University   1993 — 1997
Bachelor of Science (B.S.), Finance, General

Naa Awaa Tagoe Naa Awaa Tagoe Washington, District Of Columbia Details
Naa Awaa Tagoe's Bear Stearns & Co. Experience 2000 - 2002
Job CFA, Senior Associate Director at the Federal Housing Finance Agency
Industry Financial Services
Experience
Federal Housing Finance Agency  2003 - Present
Bear Stearns & Co.   2000 - 2002
Houlihan Lokey  1997 - 2000

Skills
Valuation, Financial Modeling, Capital Markets, Financial Analysis, Due Diligence, Fixed Income, Corporate Finance, Credit Risk, Mergers, Investment Banking, LBO, Business Valuation, Financial Risk, Financial Institutions, Banking, Corporate Governance

Education
Stanford University

Stanford University Graduate School of Business

William Rosenberg William Rosenberg Greater New York City Area Details
William Rosenberg's Bear Stearns & Co. Experience June 1996 - August 1997
Job Chief Executive Officer, Financial and Operating Officer at Lazard Capital Markets LLC
Industry Financial Services
Experience
Lazard Capital Markets LLC   May 2005 - Present
Lazard Freres & Co LLC  September 1997 - May 2005
Bear Stearns & Co.   June 1996 - August 1997
Oscar Gruss & Son , Inc.   May 1987 - April 1996
PriceWaterhouse Coopers  September 1985 - May 1987

Skills
Member of AICPA, Finance, Leadership, Financial Risk, Management, NYS Society of CPA's, Broadridge Steering..., Series 7,24,27,63, CEO/CFO Certification, Hedge Funds, Prime Brokerage, Broker-Dealer, Broker-Dealer Operations, Financial Reporting

Education
State University of New York at Albany   1979 — 1983
Bachelor's of Science, Accounting

Jeanette Mendez Jeanette Mendez Greater New York City Area Details
Jeanette Mendez's Bear Stearns & Co. Experience 1999 - 2001
Job Financial Services Professional
Industry Financial Services
Experience
Citi  2011 - 2013
Joy Fellowship Christian Academy   2009 - 2010
Goldman Sachs Execution & Clearing LP   2001 - 2008
Bear Stearns & Co.   1999 - 2001
Distinctive Personnel  1999 - 1999

Skills
SharePoint, Customer Service, Procurement, eSourcing, Electronic Trading, Software Documentation, Market Data, Microsoft Office, Microsoft Excel, Outlook, Background Checks, Account Reconciliation, Implementation, New Account Generation, Documentation, Banking, Financial Analysis, Financial Services, Risk Management

Education
CUNY Bronx Community College   2013 — 2016
Associate of Science (AS), Business Administration and Management, 3.8 GPA

Raymond McGarrigal Raymond McGarrigal Suffern, New York Details
Raymond McGarrigal's Bear Stearns & Co. Experience April 1997 - March 2008
Job Founder, Principal at EMC Investor Group LLC
Industry Investment Management
Experience
EMC Investor Group LLC   August 2015 - Present
J.P. Morgan   March 2008 - June 2015
Bear Stearns & Co.   April 1997 - March 2008

Skills
Portfolio Management, Fixed Income, Residential Mortgages, Investment Strategies, Asset Allocation, Mortgage Lending, Commodity, Analysis, Currency, MBS, Management, Capital Markets, Asset Management, Investments, Securities, Structured Products, Wealth Management, Valuation, Mutual Funds, Bonds, Structured Finance, Financial Structuring, Series 63, Hedge Funds

Education
New York University - Leonard N. Stern School of Business   1992 — 1993
Master of Business Administration (MBA), Finance, General

State University of New York College at Oneonta   1981 — 1985
Bachelor of Science (B.S.), Mathematics; Business Economics

Chad S. Cribbs Chad S. Cribbs Greater Pittsburgh Area Details
Chad S. Cribbs's Bear Stearns & Co. Experience October 2002 - April 2003
Job Director at Greycourt
Industry Investment Management
Experience
Greycourt  December 2010 - Present
PNC Investments  December 2009 - July 2010
Glenview Capital  April 2003 - December 2008
Bear Stearns & Co.   October 2002 - April 2003
Nittany Funds Management   December 1999 - June 2002
Federated Investors, Inc.   August 1995 - June 1998

Skills
Asset Management, Trading, Investments, Alternative Investments, Asset Allocation, Stocks, Prime Brokerage, Commodity Markets, Market Research, Fixed Income, Hedge Funds, Fund Of Funds, Securities, Equities, Private Equity

Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business   1998 — 1999
Master of Business Administration (M.B.A.), Finance, General

Penn State University   1991 — 1995
Bachelor of Science (B.S.), Finance, General

Janice Van Patten Janice Van Patten New Orleans, Louisiana Details
Janice Van Patten's Bear Stearns & Co. Experience August 1991 - October 2001
Job International Freight Forwarder at Livingston International
Industry Logistics and Supply Chain
Experience
Livingston International  April 2013 - Present
Bear Stearns & Co.   August 1991 - October 2001

Skills
Customs Regulations, Freight Forwarding, International Logistics, 3PL, Freight, Air Freight, Import, Ocean, Logistics Management, Warehousing, Transportation, Transportation..., Shipping, Logistics, International Trade, Export, Customer Service, Process Improvement, Supply Chain, Supply Chain Management, Operations Management

Education
University of New Orleans   2005 — 2009
Master's degree, International Relations and Affairs

Carthage College   2002 — 2005
Bachelor's degree, History Teacher Education

Jay Moskowitz Jay Moskowitz United States Details
Jay Moskowitz's Bear Stearns & Co. Experience 1985 - 1988
Job Sr. Portfolio Manager at Potomac River Capital, LLC
Industry
Experience
Potomac River Capital, LLC  May 2015 - Present
CRT Capital Group  2009 - 2013
RBS Greenwich Capital  1989 - 2009
Bear Stearns & Co.   1985 - 1988

Education
University of Pennsylvania - The Wharton School   1982 — 1984
Master of Business Administration (MBA), Finance, General

Baruch College, City University of New York (CUNY)   1977 — 1982
Bachelor of Business Administration (BBA), Finance, General

Jean Messina Jean Messina Dover, New Jersey Details
Jean Messina's Bear Stearns & Co. Experience May 2006 - March 2009
Job Sr Payroll & Tax Analyst at Quest Diagnostics
Industry Hospital & Health Care
Experience
Quest Diagnostics  April 2009 - Present
Bear Stearns & Co.   May 2006 - March 2009
Securitas Security Services USA, Inc.   May 1995 - May 2006

Skills
Expertise with..., Skilled with MicroSoft..., Exceptional Time..., Tra, Procedure Creation, User Experience with..., Advanced experience..., Tax Research, Sales & Use Tax..., Multi State Employment..., Tax, Payroll, Payroll Taxes, Multi-State Sales Tax, Sarbanes-Oxley Act, Tax Accounting, TRA, PeopleSoft, Employee Relations, Process Improvement, Accounting, Human Resources

Education
Centenary College   2000 — 2003
Business Administration and Management, General

County College of Morris   1980 — 1982
Associate of Science (A.S.), Business Administration and Management, General

Martin Lew Martin Lew Houston, Texas Details
Martin Lew's Bear Stearns & Co. Experience February 2007 - March 2008
Job Investor
Industry Oil & Energy
Experience
J.P. Morgan   March 2008 - July 2014
Bear Stearns & Co.   February 2007 - March 2008
U.S. Department of Justice (US Attorneys Office - District of Massachusetts)   May 2005 - August 2005
U.S. Department of Justice (Office of International Affairs)   May 2004 - August 2004
Equate Systems, Inc.   August 2000 - November 2003
Netraction   December 1999 - July 2000

Skills
Commodity, Business Development, Private Equity, Due Diligence, Business Strategy, Commodity Markets, Equities, Angel Investing, Renewable Energy, Natural Gas, Transaction Origination, Commodities Trading, Securities Law, Corporate Law, Sales, Environmental Markets, Business Valuation, Debt & Equity Capital..., Emissions Trading, Energy Trading, Power Generation, Transportation, Carbon Markets, Entrepreneurship, Deal Structures, New Business Development, Corporate Finance, Coal, Mentoring, Team Leadership, Leadership, Go-to-market Strategy, Mergers & Acquisitions, Strategic Partnerships, P&L Management

Education
Boston College Law School   2003 — 2006
Juris Doctor, Corporate and Securities Law

University of Southern California   1994 — 1999
BA, Media Studies and Political Science

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