Bear Stearns & Co.
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, 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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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.)
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.)
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
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
Raymond James & Associates, Inc June 2009 - Present
Morgan Stanley January 1998 - June 2009
Bear Stearns & Co. 1984 - 1989
Education
Boston College 1980 — 1984
BA
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
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
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
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
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
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
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
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
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
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
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
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
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
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)
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
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
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
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
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
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
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
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
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
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
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
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