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
Bear Stearns & Co. List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Bear Stearns & Co.. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Bear Stearns & Co. Salaries. You can even request information on how much does Bear Stearns & Co. pay if you want to. Learn about salaries, pros and cons of working for Bear Stearns & Co. directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
345 Bear Stearns & Co. employees in database. Find out everything there's to know about Bear Stearns & Co. employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Bear Stearns & Co. Employees
Employee
Years
Job
Industry
Jonathan Gault Jonathan Gault's Bear Stearns & Co. Experience 2006 - 2008
Job Business Development at UGI ESI Liquefied Natural Gas Supply for Industrial, Rail, Marine, and Truck Fleets
Industry Oil & Energy
Experience
UGI Energy Services October 2014 - Present
UGI Corporation/AmeriGas January 2014 - October 2014
UGI Corporation/AmeriGas June 2013 - October 2014
Duke Energy Corporation June 2012 - August 2012
KVO Capital Management May 2008 - July 2011
Bear, Stearns & Co. 2006 - 2008
Skills
•Proficient in..., Financial Modeling, Financial Analysis, Finance, Research, Valuation, Investments, Due Diligence, Bloomberg, Portfolio Management, Capital Markets, Equity Research, Project Finance, Auditing, Trading, Equities, Derivatives, Energy, Asset Management, Hedge Funds, Renewable Energy, Risk Management, Corporate Development, Business Valuation, Equity Valuation, Alternative Investments, Financial Markets, Market Research, Commodity, Start-ups, Analysis, Business Strategy, Cross-functional Team..., Mergers, Operational Planning, Recruiting, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Energy & Environment
New York University - Leonard N. Stern School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance, Accounting
UGI Energy Services October 2014 - Present
UGI Corporation/AmeriGas January 2014 - October 2014
UGI Corporation/AmeriGas June 2013 - October 2014
Duke Energy Corporation June 2012 - August 2012
KVO Capital Management May 2008 - July 2011
Bear, Stearns & Co. 2006 - 2008
Skills
•Proficient in..., Financial Modeling, Financial Analysis, Finance, Research, Valuation, Investments, Due Diligence, Bloomberg, Portfolio Management, Capital Markets, Equity Research, Project Finance, Auditing, Trading, Equities, Derivatives, Energy, Asset Management, Hedge Funds, Renewable Energy, Risk Management, Corporate Development, Business Valuation, Equity Valuation, Alternative Investments, Financial Markets, Market Research, Commodity, Start-ups, Analysis, Business Strategy, Cross-functional Team..., Mergers, Operational Planning, Recruiting, Mergers & Acquisitions
Education
Duke University - The Fuqua School of Business 2011 — 2013
Master of Business Administration (MBA), Corporate Finance, Energy & Environment
New York University - Leonard N. Stern School of Business 2002 — 2006
Bachelor of Science (B.S.), Finance, Accounting
Kris Aebischer's Bear Stearns & Co. Experience 1999 - 2001
Job Chief Administrative Officer at Premium Assignment Corp (A SunTrust Subsidiary)
Industry Financial Services
Experience
Premium Assignment Corp (A SunTrust Subsidiary) January 2015 - Present
Premium Assignment Corporation August 2005 - January 2015
University of Tampa 2008 - 2012
MetLife Investments Technology June 2004 - August 2005
Callisto Inc 2001 - 2004
Bear Stearns & Co. 1999 - 2001
Skills
Vendor Management, Project Management, Strategic Planning, Negotiation, Budget, Software Development, Risk Management, Business Analysis, Process Improvement, Management, Team Leadership, Teaching, Budgets, Strategy, Disaster Recovery, Business Process, Project Planning, Leadership, SDLC, Data Center
Education
University of South Florida
Master of Science, Information Systems
Premium Assignment Corp (A SunTrust Subsidiary) January 2015 - Present
Premium Assignment Corporation August 2005 - January 2015
University of Tampa 2008 - 2012
MetLife Investments Technology June 2004 - August 2005
Callisto Inc 2001 - 2004
Bear Stearns & Co. 1999 - 2001
Skills
Vendor Management, Project Management, Strategic Planning, Negotiation, Budget, Software Development, Risk Management, Business Analysis, Process Improvement, Management, Team Leadership, Teaching, Budgets, Strategy, Disaster Recovery, Business Process, Project Planning, Leadership, SDLC, Data Center
Education
University of South Florida
Master of Science, Information Systems
Sandy Iskandar Sandy Iskandar's Bear Stearns & Co. Experience January 1997 - January 2001
Job Human Capital Mobility Services
Industry Financial Services
Experience
EY July 2014 - Present
EY January 2007 - July 2014
EY January 2004 - January 2007
EY January 2001 - January 2004
BEAR STEARNS & CO January 1997 - January 2001
Skills
PeopleSoft, Financial Reporting, Account Reconciliation, Payroll, Finance, General Ledger, Accounting, Financial Statements, Variance Analysis, Analysis, Invoicing, Tax, Budgets, Internal Controls, Management
Education
Rutgers, School of Management 1993 — 1997
BS
Rutgers, The State University of New Jersey-Newark 1993 — 1997
RUTGERS – SCHOOL OF MANAGEMENT
Bachelor of Science, Accounting
EY July 2014 - Present
EY January 2007 - July 2014
EY January 2004 - January 2007
EY January 2001 - January 2004
BEAR STEARNS & CO January 1997 - January 2001
Skills
PeopleSoft, Financial Reporting, Account Reconciliation, Payroll, Finance, General Ledger, Accounting, Financial Statements, Variance Analysis, Analysis, Invoicing, Tax, Budgets, Internal Controls, Management
Education
Rutgers, School of Management 1993 — 1997
BS
Rutgers, The State University of New Jersey-Newark 1993 — 1997
RUTGERS – SCHOOL OF MANAGEMENT
Bachelor of Science, Accounting
John Zampolin's Bear Stearns & Co. Experience 1982 - 1985
Job Sr Vice President/Institutional Equity Sales
Industry Investment Banking
Experience
BB&T Capital Markets April 1997 - Present
Davenport & Company LLC 1990 - 1997
Wheat First Securities 1985 - 1990
Bear Stearns & Co 1982 - 1985
Skills
Equities, Capital Markets, Equity Research, Bloomberg, Hedge Funds, Equity Sales, Institutional, Equity Trading, Institutional Sales, Institutional...
Education
New York University
Economics
BB&T Capital Markets April 1997 - Present
Davenport & Company LLC 1990 - 1997
Wheat First Securities 1985 - 1990
Bear Stearns & Co 1982 - 1985
Skills
Equities, Capital Markets, Equity Research, Bloomberg, Hedge Funds, Equity Sales, Institutional, Equity Trading, Institutional Sales, Institutional...
Education
New York University
Economics
Carissa Rose Brown's Bear Stearns & Co. Experience March 1996 - March 1998
Job Retail Broker at SRS Real Estate Partners
Industry Commercial Real Estate
Experience
SRS Real Estate Partners April 2014 - Present
CarissaRose.com November 2007 - April 2015
Venture Commercial January 2013 - April 2014
Brown Family Household January 2000 - August 2010
Vertigraph, Inc. March 1998 - December 1999
Bear Stearns & Co March 1996 - March 1998
Skills
E-commerce, Product Management, Product Marketing, CRM, Entrepreneurship, Sales Management, Brand Development, Marketing, User Experience, Product Development, Analytics, Direct Sales, Sales Process, Tenant Representation, Landlord Representation, Location Intelligence, Real Estate Development, Negotiation, Retail, Transaction Management, Brokerage
Education
Baylor University 1991 — 1994
Bachelor of Science, Business Marketing/Physiology
SRS Real Estate Partners April 2014 - Present
CarissaRose.com November 2007 - April 2015
Venture Commercial January 2013 - April 2014
Brown Family Household January 2000 - August 2010
Vertigraph, Inc. March 1998 - December 1999
Bear Stearns & Co March 1996 - March 1998
Skills
E-commerce, Product Management, Product Marketing, CRM, Entrepreneurship, Sales Management, Brand Development, Marketing, User Experience, Product Development, Analytics, Direct Sales, Sales Process, Tenant Representation, Landlord Representation, Location Intelligence, Real Estate Development, Negotiation, Retail, Transaction Management, Brokerage
Education
Baylor University 1991 — 1994
Bachelor of Science, Business Marketing/Physiology
Alex Ruthizer Alex Ruthizer's Bear Stearns & Co. Experience 2002 - 2002
Job Business Development and Capital Raising Professional
Industry Financial Services
Experience
New Deal Partners 2012 - Present
StreetWise Partners 2008 - Present
Affinity Capital Exchange Inc April 2013 - November 2014
The Economist 2011 - 2011
National Bank of Canada 2006 - 2010
Allianz Global Investors 2005 - 2006
TheLadders.com 2004 - 2005
Bear Stearns & Co 2002 - 2002
Lazard Freres & Co. 2001 - 2001
Skills
Strategy, Financial Modeling, Private Equity, Hedge Funds, Business Development, Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
London Business School 2011 — 2011
MBA
University of Michigan 1999 — 2003
B.A., History
University of Cambridge 1997 — 1997
Summer Term
New Deal Partners 2012 - Present
StreetWise Partners 2008 - Present
Affinity Capital Exchange Inc April 2013 - November 2014
The Economist 2011 - 2011
National Bank of Canada 2006 - 2010
Allianz Global Investors 2005 - 2006
TheLadders.com 2004 - 2005
Bear Stearns & Co 2002 - 2002
Lazard Freres & Co. 2001 - 2001
Skills
Strategy, Financial Modeling, Private Equity, Hedge Funds, Business Development, Investments, Asset Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA
London Business School 2011 — 2011
MBA
University of Michigan 1999 — 2003
B.A., History
University of Cambridge 1997 — 1997
Summer Term
Scott Eilbeck Scott Eilbeck's Bear Stearns & Co. Experience March 2000 - March 2007
Job EM Credit Sales at Stifel
Industry Investment Banking
Experience
Stifel Financial Corp. September 2014 - Present
Standard Chartered Bank September 2010 - September 2014
Mizuho Securities USA Inc. September 2009 - September 2010
West LB Securities Inc. March 2006 - September 2009
Bear, Stearns & Co. March 2000 - March 2007
ABN AMRO Inc. February 1997 - March 2000
J.P. Morgan Securities Inc. September 1988 - February 1997
Skills
Emerging Markets, Trading, Sales, Fixed Income, Structured Products, Frontier Markets, Credit Derivatives, Corporate Credit, Capital Markets, Investment Banking, Management, Bonds, Bloomberg, Asset Management, Hedge Funds
Education
Duke University
Stifel Financial Corp. September 2014 - Present
Standard Chartered Bank September 2010 - September 2014
Mizuho Securities USA Inc. September 2009 - September 2010
West LB Securities Inc. March 2006 - September 2009
Bear, Stearns & Co. March 2000 - March 2007
ABN AMRO Inc. February 1997 - March 2000
J.P. Morgan Securities Inc. September 1988 - February 1997
Skills
Emerging Markets, Trading, Sales, Fixed Income, Structured Products, Frontier Markets, Credit Derivatives, Corporate Credit, Capital Markets, Investment Banking, Management, Bonds, Bloomberg, Asset Management, Hedge Funds
Education
Duke University
Christopher Armada Christopher Armada's Bear Stearns & Co. Experience June 2003 - September 2009
Job Senior Consultant at Deutsche Bank AG
Industry Financial Services
Experience
Deutsche Bank March 2014 - Present
Sapient Global Markets February 2013 - February 2014
Bank of America September 2009 - June 2012
Bear, Stearns & Co. June 2003 - September 2009
Lehman Brothers May 2000 - June 2003
Deutsche Bank 1998 - 2000
Skills
Middle Office, Fixed Income, Derivatives, Options, Emerging Markets, Hybrid CDS, capacity analysis, global location strategy, best-practice..., P&L explain, P&L substantiation, GL Trial Balance..., RWA analysis, Identify talent, FDIC expense reduction, negotiate competitive..., Explaining, Analysis, Income Statement, CDS, Strategy, Hedge Funds, Financial Markets, Equities, Rates, Trading, Bloomberg, Capital Markets, Investments, Credit Derivatives, Bonds, Credit, Quantitative Analytics, Interest Rate..., Credit Risk, Structured Products, Financial Modeling, Risk Management, Equity Derivatives, Market Risk, Corporate Finance, Operational Risk, Team Management, Financial Risk, Valuation, Market Data, FX Options, Hedging, Swaps, Dodd-Frank
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
MBA, Finance, 3.7
State University of New York at Binghamton 1994 — 1998
BS, Finance
Xaverian High School 1990 — 1994
High School Diploma
Deutsche Bank March 2014 - Present
Sapient Global Markets February 2013 - February 2014
Bank of America September 2009 - June 2012
Bear, Stearns & Co. June 2003 - September 2009
Lehman Brothers May 2000 - June 2003
Deutsche Bank 1998 - 2000
Skills
Middle Office, Fixed Income, Derivatives, Options, Emerging Markets, Hybrid CDS, capacity analysis, global location strategy, best-practice..., P&L explain, P&L substantiation, GL Trial Balance..., RWA analysis, Identify talent, FDIC expense reduction, negotiate competitive..., Explaining, Analysis, Income Statement, CDS, Strategy, Hedge Funds, Financial Markets, Equities, Rates, Trading, Bloomberg, Capital Markets, Investments, Credit Derivatives, Bonds, Credit, Quantitative Analytics, Interest Rate..., Credit Risk, Structured Products, Financial Modeling, Risk Management, Equity Derivatives, Market Risk, Corporate Finance, Operational Risk, Team Management, Financial Risk, Valuation, Market Data, FX Options, Hedging, Swaps, Dodd-Frank
Education
Fordham University - Graduate School of Business Administration 2001 — 2003
MBA, Finance, 3.7
State University of New York at Binghamton 1994 — 1998
BS, Finance
Xaverian High School 1990 — 1994
High School Diploma
Jean Langan-Viotto Jean Langan-Viotto's Bear Stearns & Co. Experience February 1987 - August 1997
Job Managing Director, Senior Credit Officer at NewOak Capital
Industry Financial Services
Experience
NewOak Capital December 2012 - Present
Bank of America November 2011 - December 2012
assigned to JP Morgan Chase April 2010 - November 2011
Bear Stearns & Co February 1987 - August 1997
Bear Stearns 1987 - 1997
Citicorp Mortgage 1985 - 1987
Skills
Performance Management, Loans, Credit, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, Management, Mergers & Acquisitions, Foreclosures, Loan Servicing, Analysis, Due Diligence, Asset Management, Loan Origination, Mortgage Servicing, Relationship Management, Credit Analysis, Finance, Training, Financial Risk, Loss Mitigation, Sales, Mortgage Underwriting, Credit Risk, Banking, Capital Markets, Residential Mortgages, Mortgage Banking, Financial Structuring, Fixed Income, Consumer Lending, Financial Services, Structured Finance, Commercial Lending, Refinance, Securitization, Retail Banking, Valuation, Commercial Mortgages, Securities, FHA, Investment Properties, Investments, Bonds, Funding, Investment Banking, Default, Derivatives, Structured Products
Education
The University of Connecticut School of Business 1980 — 1985
Finance, Finance, General
Wilton High School 1976 — 1980
University of Connecticut
Bachelor of Science, Finance Degree
NewOak Capital December 2012 - Present
Bank of America November 2011 - December 2012
assigned to JP Morgan Chase April 2010 - November 2011
Bear Stearns & Co February 1987 - August 1997
Bear Stearns 1987 - 1997
Citicorp Mortgage 1985 - 1987
Skills
Performance Management, Loans, Credit, Mortgage Lending, Underwriting, Portfolio Management, Risk Management, Management, Mergers & Acquisitions, Foreclosures, Loan Servicing, Analysis, Due Diligence, Asset Management, Loan Origination, Mortgage Servicing, Relationship Management, Credit Analysis, Finance, Training, Financial Risk, Loss Mitigation, Sales, Mortgage Underwriting, Credit Risk, Banking, Capital Markets, Residential Mortgages, Mortgage Banking, Financial Structuring, Fixed Income, Consumer Lending, Financial Services, Structured Finance, Commercial Lending, Refinance, Securitization, Retail Banking, Valuation, Commercial Mortgages, Securities, FHA, Investment Properties, Investments, Bonds, Funding, Investment Banking, Default, Derivatives, Structured Products
Education
The University of Connecticut School of Business 1980 — 1985
Finance, Finance, General
Wilton High School 1976 — 1980
University of Connecticut
Bachelor of Science, Finance Degree
Alexander Stromberg Alexander Stromberg's Bear Stearns & Co. Experience June 2000 - August 2000
Job Managing Director in Credit Trading at Barclays
Industry Financial Services
Experience
Barclays December 2012 - Present
Barclays Investment Bank December 2010 - December 2012
Barclays Investment Bank September 2008 - December 2010
Lehman Brothers December 2007 - September 2008
Lehman Brothers June 2005 - December 2007
Lehman Brothers June 2003 - June 2005
Lehman Brothers June 2001 - June 2003
Bear, Stearns & Co. June 2000 - August 2000
Skills
Financial Modeling, Investment Banking, Fixed Income, Capital Markets, Loans, High Yield, Hedge Funds, Derivatives, Equities, Leveraged Finance, Valuation, Structured Finance, Portfolio Management, Trading, Investments
Education
Emory University - Goizueta Business School 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The London School of Economics and Political Science (LSE)
Barclays December 2012 - Present
Barclays Investment Bank December 2010 - December 2012
Barclays Investment Bank September 2008 - December 2010
Lehman Brothers December 2007 - September 2008
Lehman Brothers June 2005 - December 2007
Lehman Brothers June 2003 - June 2005
Lehman Brothers June 2001 - June 2003
Bear, Stearns & Co. June 2000 - August 2000
Skills
Financial Modeling, Investment Banking, Fixed Income, Capital Markets, Loans, High Yield, Hedge Funds, Derivatives, Equities, Leveraged Finance, Valuation, Structured Finance, Portfolio Management, Trading, Investments
Education
Emory University - Goizueta Business School 1997 — 2001
Bachelor of Business Administration (B.B.A.), Accounting and Finance
The London School of Economics and Political Science (LSE)
Lisa Pintal Lisa Pintal's Bear Stearns & Co. Experience November 2000 - January 2003
Job Owner at Designate Office Services
Industry Consumer Services
Experience
Designate Office Services January 2012 - Present
UBS Financial Services August 2007 - September 2010
Smith Barney June 2007 - August 2007
RBC Dain Rauscher February 2004 - June 2007
Fahnstock & Co. Inc February 2003 - May 2003
Bear Stearns & Co November 2000 - January 2003
Sacks Fifth Avenue May 2000 - November 2000
Signature GreensKeeping August 1999 - May 2000
Morgan Stanley April 1997 - August 1999
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Series 63, Strategic Financial..., Securities, Mutual Funds, Investment Advisory, Asset Allocation, Equities, Fixed Annuities, Portfolio Management, Asset Managment, Fixed Income, Financial Planning
Education
New England College
Business Management / Psychology; Biology /Nutrition
UMass
Designate Office Services January 2012 - Present
UBS Financial Services August 2007 - September 2010
Smith Barney June 2007 - August 2007
RBC Dain Rauscher February 2004 - June 2007
Fahnstock & Co. Inc February 2003 - May 2003
Bear Stearns & Co November 2000 - January 2003
Sacks Fifth Avenue May 2000 - November 2000
Signature GreensKeeping August 1999 - May 2000
Morgan Stanley April 1997 - August 1999
Skills
Series 7, Wealth Management, Retirement Planning, Investments, Series 63, Strategic Financial..., Securities, Mutual Funds, Investment Advisory, Asset Allocation, Equities, Fixed Annuities, Portfolio Management, Asset Managment, Fixed Income, Financial Planning
Education
New England College
Business Management / Psychology; Biology /Nutrition
UMass
Natalie Vartanyan Natalie Vartanyan's Bear Stearns & Co. Experience November 1995 - February 2002
Job Senior Programmer Analyst at Citi
Industry Information Technology and Services
Experience
Citi January 2011 - Present
Citi August 2007 - March 2010
PRUDENTIAL FINANCIAL June 2004 - June 2007
BEAR STEARNS & CO November 1995 - February 2002
Skills
VSAM, Fileaid, CICS, COBOL, SPUFI, QMF, Xpediter, Intertest, DB2/SQL, Microsoft Office, JCL, MVS, TSO, DB2, IBM Utilities, Syncsort, Mainframe, ISPF, IBM Mainframe, Word, Excel, Outlook, Systems Analysis, Integration, Serena Changeman
Education
St.Petersburg Electrotechnical University 1987 — 1992
BS, Computer Programming
Citi January 2011 - Present
Citi August 2007 - March 2010
PRUDENTIAL FINANCIAL June 2004 - June 2007
BEAR STEARNS & CO November 1995 - February 2002
Skills
VSAM, Fileaid, CICS, COBOL, SPUFI, QMF, Xpediter, Intertest, DB2/SQL, Microsoft Office, JCL, MVS, TSO, DB2, IBM Utilities, Syncsort, Mainframe, ISPF, IBM Mainframe, Word, Excel, Outlook, Systems Analysis, Integration, Serena Changeman
Education
St.Petersburg Electrotechnical University 1987 — 1992
BS, Computer Programming
Jen Premisler Jen Premisler's Bear Stearns & Co. Experience May 2006 - August 2006
Job Senior Managing Counsel, Corporate Governance and Global Finance & Assistant Corporate Secretary at MasterCard
Industry Law Practice
Experience
MasterCard July 2014 - Present
MasterCard November 2011 - July 2014
Clifford Chance US LLP September 2008 - November 2011
United States Bankruptcy Court for the Southern District of New York October 2007 - September 2008
Bear, Stearns & Co. May 2006 - August 2006
Weil, Gotshal & Manges LLP August 2003 - August 2004
STEINER SPORT MARKETING August 2001 - August 2003
Skills
Corporate Governance, Corporate Law, Restructuring, Legal Advice, Finance, Business, Securities, Capital Markets, Bankruptcy, Due Diligence, Legal Research, Legal Writing, Licensing, Litigation, Management, Mergers, Risk Management
Education
New York Law School 2004 — 2007
JD, Law, Cum Laude
UNIVERSITY OF COLORADO 1997 — 2001
B.S, Political Science and Secondary Education
SSHS
MasterCard July 2014 - Present
MasterCard November 2011 - July 2014
Clifford Chance US LLP September 2008 - November 2011
United States Bankruptcy Court for the Southern District of New York October 2007 - September 2008
Bear, Stearns & Co. May 2006 - August 2006
Weil, Gotshal & Manges LLP August 2003 - August 2004
STEINER SPORT MARKETING August 2001 - August 2003
Skills
Corporate Governance, Corporate Law, Restructuring, Legal Advice, Finance, Business, Securities, Capital Markets, Bankruptcy, Due Diligence, Legal Research, Legal Writing, Licensing, Litigation, Management, Mergers, Risk Management
Education
New York Law School 2004 — 2007
JD, Law, Cum Laude
UNIVERSITY OF COLORADO 1997 — 2001
B.S, Political Science and Secondary Education
SSHS
Shawn Edwards Shawn Edwards's Bear Stearns & Co. Experience 1999 - 2003
Job Chief Technology Officer at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP January 2008 - Present
Bloomberg LP April 2003 - January 2008
Bear Stearns & CO 1999 - 2003
Mentor Graphics 1995 - 1999
IBM 1990 - 1995
Education
Columbia University in the City of New York 1988 — 1995
Master of Science (M.S.), Electrical Engineering
Columbia University in the City of New York 1988 — 1990
Bachelor's of Science (B.S.), Electrical Engineering
Bloomberg LP January 2008 - Present
Bloomberg LP April 2003 - January 2008
Bear Stearns & CO 1999 - 2003
Mentor Graphics 1995 - 1999
IBM 1990 - 1995
Education
Columbia University in the City of New York 1988 — 1995
Master of Science (M.S.), Electrical Engineering
Columbia University in the City of New York 1988 — 1990
Bachelor's of Science (B.S.), Electrical Engineering
Ipsita Smolinski's Bear Stearns & Co. Experience 2002 - 2004
Job Managing Director at Capitol Street
Industry Hospital & Health Care
Experience
Capitol Street 2008 - Present
J.P. Morgan 2006 - 2008
Citi 2004 - 2006
Bear Stearns & Co 2002 - 2004
Pfizer 2001 - 2001
Centers for Disease Control and Prevention 1999 - 1999
The Lewin Group 1995 - 1999
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance & Healthcare
Columbia University Mailman School of Public Health 1999 — 2002
Master of Public Health (MPH), Maternal & Child Health
The Johns Hopkins University 1991 — 1995
Bachelor of Arts (BA), Public Health
Oakland Mils High
Oakland Mils High
Capitol Street 2008 - Present
J.P. Morgan 2006 - 2008
Citi 2004 - 2006
Bear Stearns & Co 2002 - 2004
Pfizer 2001 - 2001
Centers for Disease Control and Prevention 1999 - 1999
The Lewin Group 1995 - 1999
Education
Columbia University - Columbia Business School 2000 — 2002
Master of Business Administration (MBA), Finance & Healthcare
Columbia University Mailman School of Public Health 1999 — 2002
Master of Public Health (MPH), Maternal & Child Health
The Johns Hopkins University 1991 — 1995
Bachelor of Arts (BA), Public Health
Oakland Mils High
Oakland Mils High
Ellen Dutton, CISSP Ellen Dutton, CISSP's Bear Stearns & Co. Experience September 2006 - September 2008
Job Sr Consultant for Information Security and Risk at Electronic Data InfoSEC
Industry Information Technology and Services
Experience
Electronic Data InfoSEC September 2013 - Present
HSBC Securities September 2011 - August 2013
ADP and other May 2009 - September 2011
JP Morgan September 2008 - April 2009
Bear Stearns & Co September 2006 - September 2008
EDI, IBM Business Partner February 1982 - September 2006
NeighborCare March 2005 - July 2005
Health And Hospitals Corp July 2004 - December 2004
U.S. Department of the Treasury September 1994 - August 1995
U.S. Government Accountability Office January 1991 - January 1993
Skills
Application Security, Disaster Recovery, Project Management, Risk Assessment, Analysis, Management, Internal Controls, Information Security
Education
Training Camp ISC2 CISSP 2011 — 2011
CISSP Certified Information Systems Security Professional
Post Grad Certif in MIS 1991 — 1993
Certificate, Management Information Systems, General
GAO-George Washington University 1991 — 1992
Graduate Certificate in MIS, MIS
Thomas Edison State College
BS Business Administration, Operations Management focus
Electronic Data InfoSEC September 2013 - Present
HSBC Securities September 2011 - August 2013
ADP and other May 2009 - September 2011
JP Morgan September 2008 - April 2009
Bear Stearns & Co September 2006 - September 2008
EDI, IBM Business Partner February 1982 - September 2006
NeighborCare March 2005 - July 2005
Health And Hospitals Corp July 2004 - December 2004
U.S. Department of the Treasury September 1994 - August 1995
U.S. Government Accountability Office January 1991 - January 1993
Skills
Application Security, Disaster Recovery, Project Management, Risk Assessment, Analysis, Management, Internal Controls, Information Security
Education
Training Camp ISC2 CISSP 2011 — 2011
CISSP Certified Information Systems Security Professional
Post Grad Certif in MIS 1991 — 1993
Certificate, Management Information Systems, General
GAO-George Washington University 1991 — 1992
Graduate Certificate in MIS, MIS
Thomas Edison State College
BS Business Administration, Operations Management focus
Federico Reyes's Bear Stearns & Co. Experience January 1993 - June 1994
Job Corporate Controller at HEINEKEN
Industry Consumer Goods
Experience
Heineken USA June 2014 - Present
Heineken USA 2010 - May 2014
Heineken Mexico July 2003 - October 2010
BBVA Bancomer July 1997 - June 2003
BBVA Bancomer July 1994 - June 1996
Bear, Stearns & Co. January 1993 - June 1994
Skills
Investor Relations, Corporate Finance, Business Planning, Performance Management, Strategic Planning, Strategy, FMCG, Financial Analysis, Managerial Finance, Finance, Mergers & Acquisitions, Due Diligence, Analysis
Education
INSEAD 1996 — 1997
Master of Business Administration (M.B.A.)
Instituto Tecnológico y de Estudios Superiores de Monterrey 1988 — 1992
Bachelor's Degree, Accounting
Heineken USA June 2014 - Present
Heineken USA 2010 - May 2014
Heineken Mexico July 2003 - October 2010
BBVA Bancomer July 1997 - June 2003
BBVA Bancomer July 1994 - June 1996
Bear, Stearns & Co. January 1993 - June 1994
Skills
Investor Relations, Corporate Finance, Business Planning, Performance Management, Strategic Planning, Strategy, FMCG, Financial Analysis, Managerial Finance, Finance, Mergers & Acquisitions, Due Diligence, Analysis
Education
INSEAD 1996 — 1997
Master of Business Administration (M.B.A.)
Instituto Tecnológico y de Estudios Superiores de Monterrey 1988 — 1992
Bachelor's Degree, Accounting
Craig McKenzie Craig McKenzie's Bear Stearns & Co. Experience April 2002 - June 2008
Job Vice President Operational Risk
Industry Financial Services
Experience
JPMorgan Chase June 2012 - Present
JPMorgan Chase & Co. June 2008 - June 2012
Bear Stearns & CO April 2002 - June 2008
Bear Stearns & CO January 2001 - January 2003
fka Firstar Bank June 1998 - December 2000
Skills
Sourcing, Strategic Sourcing, Procurement, CRM, Change Management, Process Improvement, Analysis, Project Management, Vendor Management, Outsourcing, E-procurement, Business Process..., Contract Negotiation, Risk Management, Operations Management, Financial Services, Supply Management, RFP, Spend Analysis, Cross-functional Team..., Leadership, Management, Negotiation
Education
City University of New York-Hunter College 2003 — 2008
BA, Economics
JPMorgan Chase June 2012 - Present
JPMorgan Chase & Co. June 2008 - June 2012
Bear Stearns & CO April 2002 - June 2008
Bear Stearns & CO January 2001 - January 2003
fka Firstar Bank June 1998 - December 2000
Skills
Sourcing, Strategic Sourcing, Procurement, CRM, Change Management, Process Improvement, Analysis, Project Management, Vendor Management, Outsourcing, E-procurement, Business Process..., Contract Negotiation, Risk Management, Operations Management, Financial Services, Supply Management, RFP, Spend Analysis, Cross-functional Team..., Leadership, Management, Negotiation
Education
City University of New York-Hunter College 2003 — 2008
BA, Economics
Jennifer Keeney Jennifer Keeney's Bear Stearns & Co. Experience August 1996 - April 1997
Job
Industry Investment Management
Experience
Russell Investments August 2010 - Present
Tatanka Asset Management, LLC (defunct) November 2009 - August 2010
General Motors Asset Management April 2009 - November 2009
Fairfield Greenwich Group April 2004 - October 2008
Alpha Investment Management May 1997 - March 2004
Bear, Stearns & Co. August 1996 - April 1997
Standard Chartered Securities September 1994 - June 1996
Education
Columbia University - School of International and Public Affairs
Masters, International Finance & Business
Boston University
BA, International Relations & East Asian Studies
Beijing Normal University
Russell Investments August 2010 - Present
Tatanka Asset Management, LLC (defunct) November 2009 - August 2010
General Motors Asset Management April 2009 - November 2009
Fairfield Greenwich Group April 2004 - October 2008
Alpha Investment Management May 1997 - March 2004
Bear, Stearns & Co. August 1996 - April 1997
Standard Chartered Securities September 1994 - June 1996
Education
Columbia University - School of International and Public Affairs
Masters, International Finance & Business
Boston University
BA, International Relations & East Asian Studies
Beijing Normal University
Joey Beth Capolongo's Bear Stearns & Co. Experience November 1999 - October 2002
Job Jr. Quality Assurance Analyst at LendingTree
Industry Financial Services
Experience
LendingTree August 2015 - Present
LendingTree February 2008 - Present
Side Projects August 2013 - August 2015
Lancaster County School District September 2006 - January 2008
UnitedHealthcare October 2003 - April 2005
TSA - Dept. of Transportation April 2003 - September 2003
TSA Dept of Transportation October 2002 - March 2003
Bear Stearns & Co November 1999 - October 2002
TNT Express December 1994 - September 1999
Bayside Fuel Oil Corp November 1991 - September 1994
Skills
Call Centers, Troubleshooting, Customer Satisfaction, Customer Service, Data Entry, Accounts Receivable, Sales, Microsoft Office, Accounting, Team Building, Ariba, Process Improvement, Analysis, Leadership, Training, Business Development, Microsoft Excel, HTML, CSS, Ruby, Ruby on Rails, JavaScript
Education
Tech Talent South - Charlotte 2014 — 2014
Attended Fall Session November - December, Code Immersion Program
Girl Develop it Charlotte 2014 — 2014
Attended September through October, JavaScript for Beginners
Girl Develop it Charlotte 2014 — 2014
Attended August through September, Beyond the Basics of HTML/CSS
Girl Develop it Charlotte 2014 — 2014
Attended July through August, Intro to HTML/CSS
Rock Hill Adult Education 2006 — 2006
ParaPro Course, Passed
Kingsborough Community College 1991 — 1992
Liberal Arts and Sciences/Liberal Studies
LendingTree August 2015 - Present
LendingTree February 2008 - Present
Side Projects August 2013 - August 2015
Lancaster County School District September 2006 - January 2008
UnitedHealthcare October 2003 - April 2005
TSA - Dept. of Transportation April 2003 - September 2003
TSA Dept of Transportation October 2002 - March 2003
Bear Stearns & Co November 1999 - October 2002
TNT Express December 1994 - September 1999
Bayside Fuel Oil Corp November 1991 - September 1994
Skills
Call Centers, Troubleshooting, Customer Satisfaction, Customer Service, Data Entry, Accounts Receivable, Sales, Microsoft Office, Accounting, Team Building, Ariba, Process Improvement, Analysis, Leadership, Training, Business Development, Microsoft Excel, HTML, CSS, Ruby, Ruby on Rails, JavaScript
Education
Tech Talent South - Charlotte 2014 — 2014
Attended Fall Session November - December, Code Immersion Program
Girl Develop it Charlotte 2014 — 2014
Attended September through October, JavaScript for Beginners
Girl Develop it Charlotte 2014 — 2014
Attended August through September, Beyond the Basics of HTML/CSS
Girl Develop it Charlotte 2014 — 2014
Attended July through August, Intro to HTML/CSS
Rock Hill Adult Education 2006 — 2006
ParaPro Course, Passed
Kingsborough Community College 1991 — 1992
Liberal Arts and Sciences/Liberal Studies
Jim Tingler Jim Tingler's Bear Stearns & Co. Experience 1997 - 1999
Job Leveraging big data and predictive analytics to deliver business value to enterprise clients
Industry Computer Software
Experience
Infogix, Inc. September 2014 - Present
Actuate November 2012 - September 2014
EMC January 2009 - November 2012
Exstream Software by HP April 2007 - January 2009
CrossTec Corporation August 2004 - March 2007
Florida FTAA, Inc. July 2003 - July 2004
Morgan Stanley Dean Witter 1999 - 2000
Bear Stearns & Co 1997 - 1999
Skills
Conversational..., Solution Selling, Enterprise Software, Cloud Computing, SaaS, Channel, Salesforce.com, Professional Services, Account Management, Direct Sales, Sales Process, Sales Management, Strategic Partnerships, Portuguese, Spanish, Sales, Management, New Business Development, Accessibility, Channel Partners, Marketing, Go-to-market Strategy, Lead Generation, Business Alliances, Software Industry, Pre-sales, Sales Enablement, CRM, Demand Generation, Selling
Education
Florida Atlantic University 2003 — 2005
Bachelors, International Business and Trade
Universitat Autònoma de Barcelona 2004 — 2004
Semester Abroad in Spain, Spanish
Florida State University 2000 — 2002
Associates, Business Management
Spanish River High 1996 — 2000
Infogix, Inc. September 2014 - Present
Actuate November 2012 - September 2014
EMC January 2009 - November 2012
Exstream Software by HP April 2007 - January 2009
CrossTec Corporation August 2004 - March 2007
Florida FTAA, Inc. July 2003 - July 2004
Morgan Stanley Dean Witter 1999 - 2000
Bear Stearns & Co 1997 - 1999
Skills
Conversational..., Solution Selling, Enterprise Software, Cloud Computing, SaaS, Channel, Salesforce.com, Professional Services, Account Management, Direct Sales, Sales Process, Sales Management, Strategic Partnerships, Portuguese, Spanish, Sales, Management, New Business Development, Accessibility, Channel Partners, Marketing, Go-to-market Strategy, Lead Generation, Business Alliances, Software Industry, Pre-sales, Sales Enablement, CRM, Demand Generation, Selling
Education
Florida Atlantic University 2003 — 2005
Bachelors, International Business and Trade
Universitat Autònoma de Barcelona 2004 — 2004
Semester Abroad in Spain, Spanish
Florida State University 2000 — 2002
Associates, Business Management
Spanish River High 1996 — 2000
Irena Kucyj, CISSP Irena Kucyj, CISSP's Bear Stearns & Co. Experience 1992 - 1999
Job VP Global Information Security at Citigroup
Industry Financial Services
Experience
Citigroup Sr. Learning & Development ManagerGoldman Sachs1999 - 2004
Bear, Stearns & Co. 1992 - 1999
Education
Fordham University
BA, Sociology
Citigroup Sr. Learning & Development ManagerGoldman Sachs1999 - 2004
Bear, Stearns & Co. 1992 - 1999
Education
Fordham University
BA, Sociology
Matthew Iskric Matthew Iskric's Bear Stearns & Co. Experience January 1980 - January 1981
Job Retiree at Retired most happily
Industry Financial Services
Experience
Retired - most happily October 2011 - Present
Gold Coast Bank (NY) May 2011 - Present
Interactive Resources--Marketing, Management, Manpower Consulting October 2010 - Present
Clark Dodge & Co., Inc. July 2009 - September 2010
Oppenheimer & Co. Inc. February 1994 - March 2009
Smith Barney January 1992 - January 1994
Prudential Securities 1990 - 1992
Shearson Lehman Brothers January 1982 - January 1990
Thomson McKinnon Securities January 1981 - January 1982
Bear Stearns & Co January 1980 - January 1981
Skills
Investments, Portfolio Management, AML, Mutual Funds, Business Development
Education
Fordham University 1968 — 1971
BA, Political Science
Retired - most happily October 2011 - Present
Gold Coast Bank (NY) May 2011 - Present
Interactive Resources--Marketing, Management, Manpower Consulting October 2010 - Present
Clark Dodge & Co., Inc. July 2009 - September 2010
Oppenheimer & Co. Inc. February 1994 - March 2009
Smith Barney January 1992 - January 1994
Prudential Securities 1990 - 1992
Shearson Lehman Brothers January 1982 - January 1990
Thomson McKinnon Securities January 1981 - January 1982
Bear Stearns & Co January 1980 - January 1981
Skills
Investments, Portfolio Management, AML, Mutual Funds, Business Development
Education
Fordham University 1968 — 1971
BA, Political Science
Robert H. Wootten Robert H. Wootten's Bear Stearns & Co. Experience 1983 - 1989
Job Financial Advisor
Industry Financial Services
Experience
Large Financial Services Firm October 2007 - Present
FormanFord Glass and Glazing Contractors 1996 - 2007
J.P. Morgan Securities 1993 - 1995
Equitable Investment Services 1989 - 1993
Bear Stearns & Co. 1983 - 1989
First National Bank and Trust Company of Oklahoma City 1979 - 1983
Skills
Retirement Planning, Wealth Management, Investments, Retirement, 401k, Asset Managment, Strategic Financial..., Fixed Annuities, Investment Advisory, Estate Planning, 401k Rollovers, Asset Allocation, Series 7, Disability Insurance, Portfolio Management, Securities
Education
University of Oklahoma 1974 — 1978
BBA, Finance & Economics
Large Financial Services Firm October 2007 - Present
FormanFord Glass and Glazing Contractors 1996 - 2007
J.P. Morgan Securities 1993 - 1995
Equitable Investment Services 1989 - 1993
Bear Stearns & Co. 1983 - 1989
First National Bank and Trust Company of Oklahoma City 1979 - 1983
Skills
Retirement Planning, Wealth Management, Investments, Retirement, 401k, Asset Managment, Strategic Financial..., Fixed Annuities, Investment Advisory, Estate Planning, 401k Rollovers, Asset Allocation, Series 7, Disability Insurance, Portfolio Management, Securities
Education
University of Oklahoma 1974 — 1978
BBA, Finance & Economics
Bertino Correa Bertino Correa's Bear Stearns & Co. Experience March 1992 - June 2008
Job Board of Director at Greenfield Court Home Owner's Association
Industry Financial Services
Experience
Greenfield Court Home Owner's Association June 2010 - Present
Advent Capital Management April 2008 - Present
JPMorgan Chase March 2008 - June 2008
Bear Stearns & Co March 1992 - June 2008
Skills
NYS Notary Public, Cpr Certified, Facilities Management, Management, Asset Managment, Bloomberg, Hedge Funds, Relationship Management
Education
Pace University 1990 — 1994
Associates, Economics
st. john's prep 1986 — 1990
Greenfield Court Home Owner's Association June 2010 - Present
Advent Capital Management April 2008 - Present
JPMorgan Chase March 2008 - June 2008
Bear Stearns & Co March 1992 - June 2008
Skills
NYS Notary Public, Cpr Certified, Facilities Management, Management, Asset Managment, Bloomberg, Hedge Funds, Relationship Management
Education
Pace University 1990 — 1994
Associates, Economics
st. john's prep 1986 — 1990
Jerry Newman Jerry Newman's Bear Stearns & Co. Experience 2001 - 2008
Job Senior Partner at Newman Venture Advisors
Industry Venture Capital & Private Equity
Experience
Newman Venture Advisors December 2007 - Present
Next Gen Ventures November 2007 - March 2010
Next-GenVentures 2008 - 2009
Bear, Stearns & Co. 2001 - 2008
Skills
Venture Capital, Start-ups, Private Equity, Strategic Planning, Investments, Mergers, Due Diligence, Investment Banking, Hedge Funds, Valuation, Corporate Finance, Business Strategy, Entrepreneurship
Education
Golden Gate University 1972 — 1975
MPA, Public Administration
San Francisco State University
Bachelor of Arts (BA), Public Administration
Newman Venture Advisors December 2007 - Present
Next Gen Ventures November 2007 - March 2010
Next-GenVentures 2008 - 2009
Bear, Stearns & Co. 2001 - 2008
Skills
Venture Capital, Start-ups, Private Equity, Strategic Planning, Investments, Mergers, Due Diligence, Investment Banking, Hedge Funds, Valuation, Corporate Finance, Business Strategy, Entrepreneurship
Education
Golden Gate University 1972 — 1975
MPA, Public Administration
San Francisco State University
Bachelor of Arts (BA), Public Administration
Tom Shandell's Bear Stearns & Co. Experience June 1984 - May 2000
Job Asset Management
Industry Investment Management
Experience
GoldenTree Asset Management 2000 - October 2014
Bear, Stearns & Co. June 1984 - May 2000
Skills
Investments, Private Equity, Asset Management, Valuation, Portfolio Management, Equities, Hedge Funds, Financial Modeling, Fixed Income, Alternative Investments, Capital Markets
Education
Columbia University in the City of New York 1982 — 1984
Master of Business Administration (M.B.A.), Accounting and Finance
University of Pennsylvania - The Wharton School 1978 — 1982
Bachelor's Degree, Finance, General
GoldenTree Asset Management 2000 - October 2014
Bear, Stearns & Co. June 1984 - May 2000
Skills
Investments, Private Equity, Asset Management, Valuation, Portfolio Management, Equities, Hedge Funds, Financial Modeling, Fixed Income, Alternative Investments, Capital Markets
Education
Columbia University in the City of New York 1982 — 1984
Master of Business Administration (M.B.A.), Accounting and Finance
University of Pennsylvania - The Wharton School 1978 — 1982
Bachelor's Degree, Finance, General
David Notkin's Bear Stearns & Co. Experience February 1992 - February 1994
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch February 1994 - Present
Bear, Stearns & Co. February 1992 - February 1994
Standard & Poor's October 1988 - January 1992
Skills
Investment Banking, Fixed Income, Capital Markets, Investments, Derivatives, Asset Management, Financial Modeling, Securities, Mortgage Lending, Equities, Management, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
MBA, Finance
University of Massachusetts, Amherst 1980 — 1984
BBA, Marketing
Bank of America Merrill Lynch February 1994 - Present
Bear, Stearns & Co. February 1992 - February 1994
Standard & Poor's October 1988 - January 1992
Skills
Investment Banking, Fixed Income, Capital Markets, Investments, Derivatives, Asset Management, Financial Modeling, Securities, Mortgage Lending, Equities, Management, Due Diligence
Education
Babson College - Franklin W. Olin Graduate School of Business 1986 — 1988
MBA, Finance
University of Massachusetts, Amherst 1980 — 1984
BBA, Marketing
Donald Bond Donald Bond's Bear Stearns & Co. Experience 1987 - 1990
Job Senior Financial Advisor
Industry Investment Management
Experience
Edge Wealth Management January 2012 - Present
RW Pressprich 1998 - December 2011
Donaldson, Lufkin & Jenrette 1990 - 1998
Bear Stearns & Co 1987 - 1990
L. F. Rothschild, Unterberg, Towbin 1981 - 1987
Education
UNC-Greensboro 1979 — 1980
MA, Economics
SUNY Brockport 1975 — 1979
BS, Economics
Edge Wealth Management January 2012 - Present
RW Pressprich 1998 - December 2011
Donaldson, Lufkin & Jenrette 1990 - 1998
Bear Stearns & Co 1987 - 1990
L. F. Rothschild, Unterberg, Towbin 1981 - 1987
Education
UNC-Greensboro 1979 — 1980
MA, Economics
SUNY Brockport 1975 — 1979
BS, Economics
Craig Sedmak's Bear Stearns & Co. Experience December 1997 - June 2008
Job
Industry Investment Banking
Experience
Sabbatical March 1971 - Present
RBS Markets & International Banking August 2008 - December 2011
Bear Stearns & Co December 1997 - June 2008
Education
American University 1989 — 1993
Bachelor of Science (BS), Finance & International Business
Sabbatical March 1971 - Present
RBS Markets & International Banking August 2008 - December 2011
Bear Stearns & Co December 1997 - June 2008
Education
American University 1989 — 1993
Bachelor of Science (BS), Finance & International Business
Gus Nunziata Gus Nunziata's Bear Stearns & Co. Experience April 1992 - December 1999
Job Managing Director Asset Management Oversight & Control at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase July 2014 - Present
JPMorgan Chase August 2012 - July 2014
JPMorgan Chase March 2008 - August 2012
Bear Stearns Securities Corp December 1999 - March 2008
Bear Stearns & Co April 1992 - December 1999
Salomon Brothers December 1985 - April 1992
Skills
Securities, Offshoring, Operations Management, Operational Turnaround, Project Management, International Operations, SWIFT, Operational Risk..., Business Process..., Investment Banking, Third Party Vendor..., Accounting, Tax Reporting, Operational Control, Corporate Actions, Business Development, Prime Brokerage, Hedge Funds, Equities, Fixed Income, Credit Derivatives, Mergers & Acquisitions, Operational Risk, Back Office, Capital Markets, Trading Systems, Series 7, Derivatives, Settlement, Middle Office, Securities Lending, FINRA, Finance, Process Improvement, Series 63, Investments, Financial Services, Bloomberg, SWIFT payments, Collateral Management, Options, Financial Risk, Equity Derivatives, Electronic Trading, Mutual Funds
Education
Pace University 1978 — 1982
Bachelors, Accounting
JPMorgan Chase July 2014 - Present
JPMorgan Chase August 2012 - July 2014
JPMorgan Chase March 2008 - August 2012
Bear Stearns Securities Corp December 1999 - March 2008
Bear Stearns & Co April 1992 - December 1999
Salomon Brothers December 1985 - April 1992
Skills
Securities, Offshoring, Operations Management, Operational Turnaround, Project Management, International Operations, SWIFT, Operational Risk..., Business Process..., Investment Banking, Third Party Vendor..., Accounting, Tax Reporting, Operational Control, Corporate Actions, Business Development, Prime Brokerage, Hedge Funds, Equities, Fixed Income, Credit Derivatives, Mergers & Acquisitions, Operational Risk, Back Office, Capital Markets, Trading Systems, Series 7, Derivatives, Settlement, Middle Office, Securities Lending, FINRA, Finance, Process Improvement, Series 63, Investments, Financial Services, Bloomberg, SWIFT payments, Collateral Management, Options, Financial Risk, Equity Derivatives, Electronic Trading, Mutual Funds
Education
Pace University 1978 — 1982
Bachelors, Accounting
William Piontek William Piontek's Bear Stearns & Co. Experience January 1981 - January 1983
Job Managing Director at Sovereign of GA, LLC
Industry Financial Services
Experience
Sovereign of GA, LLC December 2013 - Present
ExIm Finance Group June 2002 - December 2013
WebUseNet, Inc January 1999 - January 2002
D.E. Frey February 1994 - June 1999
Morgan Stanley Smith Barney March 1983 - February 1994
Bear Stearns & Co January 1981 - January 1983
E. F. Hutton January 1978 - January 1981
Robinson Humphrey & Co January 1976 - January 1978
Skills
International Trade, International Business, Import, Trading, Export, Investment Banking, Business Planning, Banking, Negotiation, International Sales, Business Strategy, Mergers, Mergers & Acquisitions, Procurement, Strategic Planning, Renewable Energy, International Marketing, Due Diligence, Purchasing, Start-ups, Forecasting, Operations Management, Energy, Business Development, Market Analysis, New Business Development, Logistics, Marketing Strategy, Sales Management, Pricing, Emerging Markets, Market Research, Entrepreneurship, Finance, Venture Capital, Strategy, Management, Project Finance, Contract Negotiation, Management Consulting, Product Development, Corporate Finance, Executive Management, Team Management, Competitive Analysis, Investments, Supply Chain Management, B2B, Budgets, Key Account Management
Education
Emory University - Goizueta Business School 1973 — 1975
Marketing
Milburn High School High School Graduate
Oxford College
Associate of Arts
Sovereign of GA, LLC December 2013 - Present
ExIm Finance Group June 2002 - December 2013
WebUseNet, Inc January 1999 - January 2002
D.E. Frey February 1994 - June 1999
Morgan Stanley Smith Barney March 1983 - February 1994
Bear Stearns & Co January 1981 - January 1983
E. F. Hutton January 1978 - January 1981
Robinson Humphrey & Co January 1976 - January 1978
Skills
International Trade, International Business, Import, Trading, Export, Investment Banking, Business Planning, Banking, Negotiation, International Sales, Business Strategy, Mergers, Mergers & Acquisitions, Procurement, Strategic Planning, Renewable Energy, International Marketing, Due Diligence, Purchasing, Start-ups, Forecasting, Operations Management, Energy, Business Development, Market Analysis, New Business Development, Logistics, Marketing Strategy, Sales Management, Pricing, Emerging Markets, Market Research, Entrepreneurship, Finance, Venture Capital, Strategy, Management, Project Finance, Contract Negotiation, Management Consulting, Product Development, Corporate Finance, Executive Management, Team Management, Competitive Analysis, Investments, Supply Chain Management, B2B, Budgets, Key Account Management
Education
Emory University - Goizueta Business School 1973 — 1975
Marketing
Milburn High School High School Graduate
Oxford College
Associate of Arts
Brian Horn, CFA Brian Horn, CFA's Bear Stearns & Co. Experience June 2000 - August 2000
Job
Industry Airlines/Aviation
Experience
CHC Helicopter May 2013 - Present
CHC Helicopter December 2009 - April 2013
Vancouver Coastal Health June 2009 - December 2009
Vancouver Coastal Health July 2007 - May 2009
PricewaterhouseCoopers November 2005 - June 2007
Fraser Wharves March 2004 - April 2005
Delphi Corporation July 2001 - July 2003
Bear, Stearns & Co. June 2000 - August 2000
Mitsubishi Heavy Industries June 1993 - October 1998
Skills
Treasury, Cash Management, Debt Management, Finance, Treasury Management, Analysis, Management, Corporate Finance, Financial Services, Process Improvement
Education
University of Michigan Business School 1999 — 2001
MBA
London Business School 2001 — 2001
Master of Business Administration (MBA)
University of British Columbia 1984 — 1989
BComm
CHC Helicopter May 2013 - Present
CHC Helicopter December 2009 - April 2013
Vancouver Coastal Health June 2009 - December 2009
Vancouver Coastal Health July 2007 - May 2009
PricewaterhouseCoopers November 2005 - June 2007
Fraser Wharves March 2004 - April 2005
Delphi Corporation July 2001 - July 2003
Bear, Stearns & Co. June 2000 - August 2000
Mitsubishi Heavy Industries June 1993 - October 1998
Skills
Treasury, Cash Management, Debt Management, Finance, Treasury Management, Analysis, Management, Corporate Finance, Financial Services, Process Improvement
Education
University of Michigan Business School 1999 — 2001
MBA
London Business School 2001 — 2001
Master of Business Administration (MBA)
University of British Columbia 1984 — 1989
BComm
Mangesh Bhamkar Mangesh Bhamkar's Bear Stearns & Co. Experience May 2007 - November 2007
Job Senior .NET Consultant
Industry Computer Software
Experience
Northern Trust June 2010 - January 2011
JPMorgan Chase June 2008 - June 2010
Lawson Products, Inc. November 2007 - June 2008
Bear, Stearns & Co. May 2007 - November 2007
Equity Office February 2007 - May 2007
Riverside Publishing December 2006 - February 2007
TicketsNow.com July 2005 - December 2006
Show-Me Tickets, Inc. August 2002 - July 2005
University of Missouri-Columbia August 2000 - August 2002
Carraro India Ltd January 1999 - August 2000
Skills
C#, SQL Server, Agile, ASP.NET, XML, Web Services, Visio, .NET, SQL, HTML, JavaScript, jQuery, AJAX, IIS, Database Design, ETL, Software Development, Databases, T-SQL, Integration, Architecture, Requirements Analysis, WCF, Application Development, SOA, CSS, MySQL, SDLC, Business Intelligence, E-commerce, Business Analysis, Web Development, Microsoft SQL Server, Agile Methodologies
Education
University of Missouri-Columbia 2000 — 2002
Nagpur University 1994 — 1998
BE, ME
Northern Trust June 2010 - January 2011
JPMorgan Chase June 2008 - June 2010
Lawson Products, Inc. November 2007 - June 2008
Bear, Stearns & Co. May 2007 - November 2007
Equity Office February 2007 - May 2007
Riverside Publishing December 2006 - February 2007
TicketsNow.com July 2005 - December 2006
Show-Me Tickets, Inc. August 2002 - July 2005
University of Missouri-Columbia August 2000 - August 2002
Carraro India Ltd January 1999 - August 2000
Skills
C#, SQL Server, Agile, ASP.NET, XML, Web Services, Visio, .NET, SQL, HTML, JavaScript, jQuery, AJAX, IIS, Database Design, ETL, Software Development, Databases, T-SQL, Integration, Architecture, Requirements Analysis, WCF, Application Development, SOA, CSS, MySQL, SDLC, Business Intelligence, E-commerce, Business Analysis, Web Development, Microsoft SQL Server, Agile Methodologies
Education
University of Missouri-Columbia 2000 — 2002
Nagpur University 1994 — 1998
BE, ME
Eric Heil Eric Heil's Bear Stearns & Co. Experience 2007 - February 2008
Job
Industry Hospital & Health Care
Experience
RightCare Solutions, Inc. May 2011 - Present
Domain Associates February 2008 - September 2014
Celator Pharmaceuticals September 2010 - June 2012
Corthera, Inc. August 2008 - December 2009
Bear Stearns & Co. 2007 - February 2008
Easton Associates June 2005 - December 2006
Independence Blue Cross 2004 - 2004
Skills
Venture Capital, Portfolio Management, Equity Research, Corporate Development, Mergers, Pharmaceuticals, Healthcare, Valuation, Biotechnology, Pharmaceutical Industry, Entrepreneurship, Business Development, Strategy, Mergers & Acquisitions, Business Strategy, Start-ups, Investments, Private Equity, Lifesciences, Product Development, Management, Commercialization, Medical Devices, Emerging Markets, Due Diligence, Managed Care, Angel Investing, Management Consulting, Investor Relations, Leadership, Life Sciences, Long Term Relationship...
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, MBA for Executives
University of Pennsylvania 2001 — 2005
BSE, Systems Engineering, Healthcare Systems
Pleasant Valley High School 1997 — 2001
High School
RightCare Solutions, Inc. May 2011 - Present
Domain Associates February 2008 - September 2014
Celator Pharmaceuticals September 2010 - June 2012
Corthera, Inc. August 2008 - December 2009
Bear Stearns & Co. 2007 - February 2008
Easton Associates June 2005 - December 2006
Independence Blue Cross 2004 - 2004
Skills
Venture Capital, Portfolio Management, Equity Research, Corporate Development, Mergers, Pharmaceuticals, Healthcare, Valuation, Biotechnology, Pharmaceutical Industry, Entrepreneurship, Business Development, Strategy, Mergers & Acquisitions, Business Strategy, Start-ups, Investments, Private Equity, Lifesciences, Product Development, Management, Commercialization, Medical Devices, Emerging Markets, Due Diligence, Managed Care, Angel Investing, Management Consulting, Investor Relations, Leadership, Life Sciences, Long Term Relationship...
Education
University of Pennsylvania - The Wharton School 2010 — 2012
MBA, MBA for Executives
University of Pennsylvania 2001 — 2005
BSE, Systems Engineering, Healthcare Systems
Pleasant Valley High School 1997 — 2001
High School
Angel Roman Angel Roman's Bear Stearns & Co. Experience May 2006 - June 2008
Job Risk Management Professional
Industry Financial Services
Experience
Federal Reserve Bank of New York July 2014 - Present
The Depository Trust & Clearing Corporation August 2011 - May 2014
The Depository Trust & Clearing Corporation August 2008 - May 2011
BEAR STEARNS & CO May 2006 - June 2008
DRESDNER KLEINWORT WASSERSTEIN March 2000 - May 2006
CITIBANK November 1999 - March 2000
DAI-ICHI KANGYO BANK FINANCIAL PRODUCTS/The Industrial Bank of Japan, LTD September 1996 - November 1999
Skills
Project Portfolio..., Risk Assessment, Risk Mitigation, Sustainability, Systemic Risk, Sustainability Strategy, Corporate Social..., Stakeholder Engagement, Enterprise Risk..., Risk Management, Credit Risk, Sustainability Reporting, Sustainability..., Risk Analytics, Counterparty Risk, Market Risk, Derivatives, Credit Derivatives, Interest Rate Swaps, Market Risk Management, Counterparty Risk..., Project Management, Financial Institutions, Portfolio Management, Finance, Trading, Credit, Due Diligence, Capital Markets, Analysis, Financial Services, Investment Banking, Fixed Income
Education
Antioch New England Graduate School, Antioch University 2010 — 2012
MBA, Organizational & Environmental Sustainability
St. John's University, The Peter J. Tobin College of Business 1992 — 1994
B.S., Finance
New York City College of Technology 1989 — 1992
A.A.S., Marketing & Sales
Federal Reserve Bank of New York July 2014 - Present
The Depository Trust & Clearing Corporation August 2011 - May 2014
The Depository Trust & Clearing Corporation August 2008 - May 2011
BEAR STEARNS & CO May 2006 - June 2008
DRESDNER KLEINWORT WASSERSTEIN March 2000 - May 2006
CITIBANK November 1999 - March 2000
DAI-ICHI KANGYO BANK FINANCIAL PRODUCTS/The Industrial Bank of Japan, LTD September 1996 - November 1999
Skills
Project Portfolio..., Risk Assessment, Risk Mitigation, Sustainability, Systemic Risk, Sustainability Strategy, Corporate Social..., Stakeholder Engagement, Enterprise Risk..., Risk Management, Credit Risk, Sustainability Reporting, Sustainability..., Risk Analytics, Counterparty Risk, Market Risk, Derivatives, Credit Derivatives, Interest Rate Swaps, Market Risk Management, Counterparty Risk..., Project Management, Financial Institutions, Portfolio Management, Finance, Trading, Credit, Due Diligence, Capital Markets, Analysis, Financial Services, Investment Banking, Fixed Income
Education
Antioch New England Graduate School, Antioch University 2010 — 2012
MBA, Organizational & Environmental Sustainability
St. John's University, The Peter J. Tobin College of Business 1992 — 1994
B.S., Finance
New York City College of Technology 1989 — 1992
A.A.S., Marketing & Sales
Abraham N. Stein R. Abraham N. Stein R.'s Bear Stearns & Co. Experience 1992 - 2005
Job Managing Director at East Wind Advisors
Industry Investment Banking
Experience
East Wind Advisors 2005 - Present
Bear, Stearns & Co. 1992 - 2005
Skills
Capital Markets, Private Equity, Investment Banking, Financial Modeling, Valuation, Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Divestitures, Emerging Markets, Alternative Investments, M&A experience, Equities, Fixed Income, Due Diligence, Venture Capital, Financial Structuring, Securities
Education
Brandeis University 1990 — 1992
B.A. summa cum laude, Economics with Highest Honors
Yeshiva University 1988 — 1990
Colegio Leon Pinelo 1974 — 1988
East Wind Advisors 2005 - Present
Bear, Stearns & Co. 1992 - 2005
Skills
Capital Markets, Private Equity, Investment Banking, Financial Modeling, Valuation, Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Divestitures, Emerging Markets, Alternative Investments, M&A experience, Equities, Fixed Income, Due Diligence, Venture Capital, Financial Structuring, Securities
Education
Brandeis University 1990 — 1992
B.A. summa cum laude, Economics with Highest Honors
Yeshiva University 1988 — 1990
Colegio Leon Pinelo 1974 — 1988
Erick Schneider Erick Schneider's Bear Stearns & Co. Experience 1998 - 2000
Job Director at American Express
Industry Financial Services
Experience
American Express 2010 - Present
MasterCard 2009 - 2010
AIG 2007 - 2009
Citigroup Latin America 2004 - 2007
HSBC Republic June 2003 - September 2003
Safra National Bank of New York January 2000 - December 2001
Bear Stearns & Co 1998 - 2000
Banamex June 1997 - September 1997
Skills
Strategy, Management, Negotiation, P&L Management, Sales&Marketing, Communication, Relationship Mgmt, Cards, Private Wealth, Retail Banking, Payment Industry, Strategic Negotiations, Private Equity, Forecasting, Concept Development, Large Scale Change..., Multi-country, Wealth, Relationship Management, Mergers & Acquisitions, Financial Services, Business Strategy, Business Development, Financial Modeling, Finance, Strategic Planning, Analytics, CRM, Banking, Analysis, Financial Analysis, Consulting, Portfolio Management, Risk Management, Project Management, Investments
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (MBA), International Management & Finance
Boston University Questrom School of Business 1994 — 1998
Bachelor of Science (BS), International Business Development & Finance
American Express 2010 - Present
MasterCard 2009 - 2010
AIG 2007 - 2009
Citigroup Latin America 2004 - 2007
HSBC Republic June 2003 - September 2003
Safra National Bank of New York January 2000 - December 2001
Bear Stearns & Co 1998 - 2000
Banamex June 1997 - September 1997
Skills
Strategy, Management, Negotiation, P&L Management, Sales&Marketing, Communication, Relationship Mgmt, Cards, Private Wealth, Retail Banking, Payment Industry, Strategic Negotiations, Private Equity, Forecasting, Concept Development, Large Scale Change..., Multi-country, Wealth, Relationship Management, Mergers & Acquisitions, Financial Services, Business Strategy, Business Development, Financial Modeling, Finance, Strategic Planning, Analytics, CRM, Banking, Analysis, Financial Analysis, Consulting, Portfolio Management, Risk Management, Project Management, Investments
Education
University of Pennsylvania - The Wharton School 2002 — 2004
Master of Business Administration (MBA), International Management & Finance
Boston University Questrom School of Business 1994 — 1998
Bachelor of Science (BS), International Business Development & Finance
Leslie A. Stern Leslie A. Stern's Bear Stearns & Co. Experience September 2006 - December 2008
Job Vice President, US Control Room at SMBC Nikko Securities America
Industry Financial Services
Experience
SMBC Nikko Securities America April 2013 - Present
RBC Capital Markets, LLC September 2011 - August 2012
Sanford C. Bernstein March 2010 - September 2011
Tigris Financial Group Ltd. March 2009 - March 2010
Bear Stearns & Co September 2006 - December 2008
Lehman Brothers September 2004 - September 2006
Willkie Farr & Gallagher LLP September 2002 - September 2004
Education
University of Michigan Law School 1999 — 2002
Stony Brook University 1995 — 1997
BA, History, Political Science
SMBC Nikko Securities America April 2013 - Present
RBC Capital Markets, LLC September 2011 - August 2012
Sanford C. Bernstein March 2010 - September 2011
Tigris Financial Group Ltd. March 2009 - March 2010
Bear Stearns & Co September 2006 - December 2008
Lehman Brothers September 2004 - September 2006
Willkie Farr & Gallagher LLP September 2002 - September 2004
Education
University of Michigan Law School 1999 — 2002
Stony Brook University 1995 — 1997
BA, History, Political Science
Brittany Matuszny, MBA Brittany Matuszny, MBA's Bear Stearns & Co. Experience August 2006 - December 2006
Job Program Manager of Cloud Portfolio at EMC
Industry Information Technology and Services
Experience
EMC February 2015 - Present
EMC July 2014 - February 2015
Sungard Availability Services October 2013 - May 2014
NBCUniversal, Inc. March 2013 - June 2013
iPipeline October 2011 - February 2012
Perr & Knight September 2010 - September 2011
Susan Smith Marketing Consultancy August 2009 - April 2010
CIGNA July 2008 - March 2010
TIAA-CREF July 2007 - December 2007
Bear, Stearns & Co. August 2006 - December 2006
Skills
Business Analysis, Vendor Management, Process Improvement, Software Project..., Project Planning, Integration, Data Warehousing, Analysis, Project Management, Business Process, Program Management, Management, Cloud Computing, Data Center, Virtualization, CRM, Business Process..., Sprint Planning, Operations Management, EMC Storage, Process Engineering, Agile Project Management, Procurement, Forecasting, Virtual Teams, Equipment Installation, Business Process Mapping, IT Management, Outsourcing, Leadership, Capacity Planning, Storage Migrations, Strategic Planning, Consulting, Cross-functional Team..., Professional Services, IT Strategy, Infrastructure, Strategy, Enterprise Software, Disaster Recovery, Enterprise Architecture, Analytics, Agile Methodologies, Storage
Education
Drexel University 2005 — 2007
Master of Business Administration, concentration Investment Management
Penn State University 2002 — 2005
BS, Economics
EMC February 2015 - Present
EMC July 2014 - February 2015
Sungard Availability Services October 2013 - May 2014
NBCUniversal, Inc. March 2013 - June 2013
iPipeline October 2011 - February 2012
Perr & Knight September 2010 - September 2011
Susan Smith Marketing Consultancy August 2009 - April 2010
CIGNA July 2008 - March 2010
TIAA-CREF July 2007 - December 2007
Bear, Stearns & Co. August 2006 - December 2006
Skills
Business Analysis, Vendor Management, Process Improvement, Software Project..., Project Planning, Integration, Data Warehousing, Analysis, Project Management, Business Process, Program Management, Management, Cloud Computing, Data Center, Virtualization, CRM, Business Process..., Sprint Planning, Operations Management, EMC Storage, Process Engineering, Agile Project Management, Procurement, Forecasting, Virtual Teams, Equipment Installation, Business Process Mapping, IT Management, Outsourcing, Leadership, Capacity Planning, Storage Migrations, Strategic Planning, Consulting, Cross-functional Team..., Professional Services, IT Strategy, Infrastructure, Strategy, Enterprise Software, Disaster Recovery, Enterprise Architecture, Analytics, Agile Methodologies, Storage
Education
Drexel University 2005 — 2007
Master of Business Administration, concentration Investment Management
Penn State University 2002 — 2005
BS, Economics
Josh Kuzon Josh Kuzon's Bear Stearns & Co. Experience June 2006 - August 2006
Job Payments Strategy at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank February 2014 - Present
JPMorgan Chase October 2010 - February 2014
First Annapolis January 2010 - October 2010
First Annapolis July 2008 - December 2009
First Annapolis July 2007 - June 2008
The Dreyfus Portfolio - Lehigh University Investment Management Group May 2006 - May 2007
Bear, Stearns & Co. June 2006 - August 2006
Bear, Stearns & Co. June 2005 - August 2005
Skills
Mergers, Partnerships, E-commerce, Venture Capital, Business Strategy, Debit Cards, Mergers & Acquisitions, Strategy, Start-ups, Portfolio Management, Due Diligence, Private Equity, Financial Modeling
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance, Accounting, Religion Studies
Scarsdale High School 1999 — 2003
Silicon Valley Bank February 2014 - Present
JPMorgan Chase October 2010 - February 2014
First Annapolis January 2010 - October 2010
First Annapolis July 2008 - December 2009
First Annapolis July 2007 - June 2008
The Dreyfus Portfolio - Lehigh University Investment Management Group May 2006 - May 2007
Bear, Stearns & Co. June 2006 - August 2006
Bear, Stearns & Co. June 2005 - August 2005
Skills
Mergers, Partnerships, E-commerce, Venture Capital, Business Strategy, Debit Cards, Mergers & Acquisitions, Strategy, Start-ups, Portfolio Management, Due Diligence, Private Equity, Financial Modeling
Education
Lehigh University - College of Business and Economics 2003 — 2007
BS, Finance, Accounting, Religion Studies
Scarsdale High School 1999 — 2003
Jonathan Liggett Jonathan Liggett's Bear Stearns & Co. Experience July 2001 - August 2002
Job
Industry Investment Management
Experience
JL Squared Group, LLC April 2011 - Present
Pharo Management LLC September 2002 - March 2011
Bear Stearns & Co. July 2001 - August 2002
Skills
Hedge Funds, Alternative Investments, Emerging Markets, Equities, Equity Research, Private Investment, Fund Of Funds, Fixed Income, Trading, Foreign Currency, Valuation, Capital Markets, Commodity, FX Options, Mergers, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 1997 — 2001
BS with Honors
Giles County High School 1993 — 1997
JL Squared Group, LLC April 2011 - Present
Pharo Management LLC September 2002 - March 2011
Bear Stearns & Co. July 2001 - August 2002
Skills
Hedge Funds, Alternative Investments, Emerging Markets, Equities, Equity Research, Private Investment, Fund Of Funds, Fixed Income, Trading, Foreign Currency, Valuation, Capital Markets, Commodity, FX Options, Mergers, Mergers & Acquisitions
Education
University of North Carolina at Chapel Hill 1997 — 2001
BS with Honors
Giles County High School 1993 — 1997
Richard Niemeyer Richard Niemeyer's Bear Stearns & Co. Experience September 2001 - May 2004
Job Executive Director and Counsel at UBS Investment Bank
Industry Capital Markets
Experience
UBS Investment Bank May 2004 - Present
Bear Stearns & Co September 2001 - May 2004
Dewey Ballantine LPP September 1999 - September 2001
Skills
Hedge Funds, Prime Brokerage, Securities Regulation, Derivatives, Equities, Capital Markets
Education
The University of Texas at Austin
Juris Doctor (J.D.)
University of St. Thomas (TX)
Master’s Degree
Our Lady of Grace Seminary
Bachelor’s Degree
UBS Investment Bank May 2004 - Present
Bear Stearns & Co September 2001 - May 2004
Dewey Ballantine LPP September 1999 - September 2001
Skills
Hedge Funds, Prime Brokerage, Securities Regulation, Derivatives, Equities, Capital Markets
Education
The University of Texas at Austin
Juris Doctor (J.D.)
University of St. Thomas (TX)
Master’s Degree
Our Lady of Grace Seminary
Bachelor’s Degree
Brian Spaner Brian Spaner's Bear Stearns & Co. Experience February 2005 - March 2008
Job Vice President J.P.Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities March 2008 - Present
Bear, Stearns & Co. February 2005 - March 2008
Wachovia Securities, LLC November 1999 - February 2005
Prudential Securities 1996 - 1999
Education
Heiden Institute 1997 — 1999
Talmudic Studies
Georgia Institute of Technology 1992 — 1994
BS INTA, International Affairs
Clarkstown High School South
J.P. Morgan Securities March 2008 - Present
Bear, Stearns & Co. February 2005 - March 2008
Wachovia Securities, LLC November 1999 - February 2005
Prudential Securities 1996 - 1999
Education
Heiden Institute 1997 — 1999
Talmudic Studies
Georgia Institute of Technology 1992 — 1994
BS INTA, International Affairs
Clarkstown High School South
A.K. Islam A.K. Islam's Bear Stearns & Co. Experience August 2003 - October 2006
Job Network Engineer at Verizon Wireless
Industry Computer Networking
Experience
Verizon Wireless August 2010 - Present
Pfizer, Inc. / Comsys Corp November 2007 - August 2010
NYSE Euronext October 2006 - July 2007
Bear, Stearns & Co. August 2003 - October 2006
Bear Stearns October 1995 - August 2003
SG Cowen & Co. May 1994 - October 1995
Skills
Data Center, Vendor Management, Disaster Recovery, Unix, Servers, Solaris
Education
City University of New York City College 1991 — 1993
MS, Computer Science
City University of New York 1987 — 1993
Computer Science, Information Systems
Verizon Wireless August 2010 - Present
Pfizer, Inc. / Comsys Corp November 2007 - August 2010
NYSE Euronext October 2006 - July 2007
Bear, Stearns & Co. August 2003 - October 2006
Bear Stearns October 1995 - August 2003
SG Cowen & Co. May 1994 - October 1995
Skills
Data Center, Vendor Management, Disaster Recovery, Unix, Servers, Solaris
Education
City University of New York City College 1991 — 1993
MS, Computer Science
City University of New York 1987 — 1993
Computer Science, Information Systems
Traci Phan's Bear Stearns & Co. Experience December 2004 - August 2006
Job Stylist at Trunk Club
Industry Entertainment
Experience
Trunk Club October 2015 - Present
Live Nation Entertainment March 2014 - Present
Live Nation Entertainment, Inc January 2010 - Present
Live Nation Entertainment, Inc November 2007 - January 2010
Bear Stearns & Company January 2004 - November 2007
Bear Energy August 2006 - September 2007
Bear Stearns & Company December 2004 - September 2007
Bear Stearns & Co December 2004 - August 2006
UBS March 2004 - November 2004
Skills
Account Reconciliation, Accounting, Analysis, Budgets, Business Development, Business Strategy, Competitive Analysis, Corporate Communications, Event Management, Finance, Financial Analysis, Forecasting, Internal Controls, Investments, Investor Relations, Leadership, Management, Marketing, Mergers & Acquisitions, Press Releases, Negotiation, Retail, Social Media, Sales, Social Media Marketing, Social Networking, Teamwork, Time Management, Trading, Valuation, Executive Management, Market Research, Start-ups, Strategic Partnerships, Sponsorship Sales
Education
University of Houston, C.T. Bauer College of Business 1997 — 2002
BBA, Marketing
University of Houston
Bachelor of Business Administration (BBA), Marketing
Trunk Club October 2015 - Present
Live Nation Entertainment March 2014 - Present
Live Nation Entertainment, Inc January 2010 - Present
Live Nation Entertainment, Inc November 2007 - January 2010
Bear Stearns & Company January 2004 - November 2007
Bear Energy August 2006 - September 2007
Bear Stearns & Company December 2004 - September 2007
Bear Stearns & Co December 2004 - August 2006
UBS March 2004 - November 2004
Skills
Account Reconciliation, Accounting, Analysis, Budgets, Business Development, Business Strategy, Competitive Analysis, Corporate Communications, Event Management, Finance, Financial Analysis, Forecasting, Internal Controls, Investments, Investor Relations, Leadership, Management, Marketing, Mergers & Acquisitions, Press Releases, Negotiation, Retail, Social Media, Sales, Social Media Marketing, Social Networking, Teamwork, Time Management, Trading, Valuation, Executive Management, Market Research, Start-ups, Strategic Partnerships, Sponsorship Sales
Education
University of Houston, C.T. Bauer College of Business 1997 — 2002
BBA, Marketing
University of Houston
Bachelor of Business Administration (BBA), Marketing
Jimmy Hontos, CBPA Jimmy Hontos, CBPA's Bear Stearns & Co. Experience March 2007 - December 2007
Job Certified Business Performance Advisor at Insperity
Industry Human Resources
Experience
Insperity December 2007 - Present
Bear Stearns & Co March 2007 - December 2007
1st Mariner Bank September 2004 - March 2007
Washington Mutual Bank November 2002 - September 2004
Savvis Communications November 2001 - October 2002
Ionidea Inc June 2000 - October 2001
Skills
Account Management, Business Strategy, Business Process..., Government Contracting, Small Business, Operations Management, Human Resources, Human Resource Planning, Employee Relations, Performance Management, Customer Service, Training, Consulting, Business Development, Organizational..., Sales, Leadership, Management, Strategy
Education
George Mason University 1996 — 2000
Bachelor of Science, Marketing
Insperity December 2007 - Present
Bear Stearns & Co March 2007 - December 2007
1st Mariner Bank September 2004 - March 2007
Washington Mutual Bank November 2002 - September 2004
Savvis Communications November 2001 - October 2002
Ionidea Inc June 2000 - October 2001
Skills
Account Management, Business Strategy, Business Process..., Government Contracting, Small Business, Operations Management, Human Resources, Human Resource Planning, Employee Relations, Performance Management, Customer Service, Training, Consulting, Business Development, Organizational..., Sales, Leadership, Management, Strategy
Education
George Mason University 1996 — 2000
Bachelor of Science, Marketing
Omar S. Itum Omar S. Itum's Bear Stearns & Co. Experience June 2007 - June 2008
Job CoFounder, Chief Executive Officer at 12 Grapes Imports
Industry Financial Services
Experience
12 Grapes Imports June 2015 - Present
Alliance for Veteran Support June 2011 - Present
Charter Bridge Capital Management September 2014 - August 2015
Charter Bridge Capital Management March 2012 - September 2014
Sidar Global Advisors November 2010 - February 2012
Avesta Capital Advisors June 2008 - February 2012
Bear, Stearns & Co. June 2007 - June 2008
Skills
Hedge Funds, Equities, Emerging Markets, Bloomberg, Equity Research
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2006 — 2007
Master of Arts, International Relations & Economics
The Paul H Nitze School of Advanced International Studies Bologna Center Diploma 2005 — 2006
Master of Arts, International Relations & Economics
The Johns Hopkins University 2002 — 2005
Bachelor of Arts, International Relations & Economics
Choate Rosemary Hall 1999 — 2002
High School Diploma, High School Diploma
12 Grapes Imports June 2015 - Present
Alliance for Veteran Support June 2011 - Present
Charter Bridge Capital Management September 2014 - August 2015
Charter Bridge Capital Management March 2012 - September 2014
Sidar Global Advisors November 2010 - February 2012
Avesta Capital Advisors June 2008 - February 2012
Bear, Stearns & Co. June 2007 - June 2008
Skills
Hedge Funds, Equities, Emerging Markets, Bloomberg, Equity Research
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2006 — 2007
Master of Arts, International Relations & Economics
The Paul H Nitze School of Advanced International Studies Bologna Center Diploma 2005 — 2006
Master of Arts, International Relations & Economics
The Johns Hopkins University 2002 — 2005
Bachelor of Arts, International Relations & Economics
Choate Rosemary Hall 1999 — 2002
High School Diploma, High School Diploma
Deborah Cohlan's Bear Stearns & Co. Experience 1983 - 1986
Job Training Specialist | Data Visualization | Applications Support
Industry Information Technology and Services
Experience
U.S. Department of Commerce, U.S. Census Bureau 2010 - 2011
Jeremiah Associates LLC 2005 - 2009
Continuum Hospice Care 2003 - 2005
Doris Leslie Blau Gallery Ltd 2001 - 2002
Standard Data Corporation 1992 - 2001
National Securities Clearing Corporation 1988 - 1991
Shearson Lehman Commercial PaperInc. 1986 - 1988
Bear Stearns & Co. 1983 - 1986
Smith Barney Harris Upham & Co., Inc. 1980 - 1983
Skills
Training, Customer Service, Visual Analytics, Tableau, Program Management, Financial Services, Healthcare Information..., Supervisory Skills, Employee Benefits, Quality Management, Microsoft Office
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Computer/Information Technology Administration and Management
University of Pennsylvania 1971 — 1975
Bachelor's degree, American Civilization
U.S. Department of Commerce, U.S. Census Bureau 2010 - 2011
Jeremiah Associates LLC 2005 - 2009
Continuum Hospice Care 2003 - 2005
Doris Leslie Blau Gallery Ltd 2001 - 2002
Standard Data Corporation 1992 - 2001
National Securities Clearing Corporation 1988 - 1991
Shearson Lehman Commercial PaperInc. 1986 - 1988
Bear Stearns & Co. 1983 - 1986
Smith Barney Harris Upham & Co., Inc. 1980 - 1983
Skills
Training, Customer Service, Visual Analytics, Tableau, Program Management, Financial Services, Healthcare Information..., Supervisory Skills, Employee Benefits, Quality Management, Microsoft Office
Education
New York University - Leonard N. Stern School of Business 1978 — 1980
MBA, Computer/Information Technology Administration and Management
University of Pennsylvania 1971 — 1975
Bachelor's degree, American Civilization
Preston Raymond, CFA Preston Raymond, CFA's Bear Stearns & Co. Experience June 2007 - May 2008
Job Trader at Income Research & Management
Industry Financial Services
Experience
Income Research & Management January 2011 - Present
Morgan Stanley Smith Barney May 2008 - January 2011
Bear Stearns & Co June 2007 - May 2008
Brown Brothers Harriman August 2005 - June 2007
Education
Northeastern University 2000 — 2005
BSBA, Finance
Income Research & Management January 2011 - Present
Morgan Stanley Smith Barney May 2008 - January 2011
Bear Stearns & Co June 2007 - May 2008
Brown Brothers Harriman August 2005 - June 2007
Education
Northeastern University 2000 — 2005
BSBA, Finance
anil bhandari's Bear Stearns & Co. Experience September 1983 - February 2000
Job Senior Vice President at UBS Wealth Management
Industry Financial Services
Experience
UBS Wealth Management January 2015 - Present
Morgan Stanley Private Wealth Management February 2000 - January 2015
Bear Stearns & Co September 1983 - February 2000
Skills
Capital Markets, Investment Banking, Wealth Management, Investments, Management, Private Equity, Equities, Portfolio Management, Mergers & Acquisitions, Valuation, Alternative Investments, Hedge Funds, Venture Capital, Emerging Markets, Fixed Income
Education
Indian Institute of Technology, Kanpur
BTech (Mechanical Engg)
The Ohio State University
Master of Business Administration (M.B.A.), Finance & Marketing
The Ohio State University
Master of Science (MS), Industrial Engineering
UBS Wealth Management January 2015 - Present
Morgan Stanley Private Wealth Management February 2000 - January 2015
Bear Stearns & Co September 1983 - February 2000
Skills
Capital Markets, Investment Banking, Wealth Management, Investments, Management, Private Equity, Equities, Portfolio Management, Mergers & Acquisitions, Valuation, Alternative Investments, Hedge Funds, Venture Capital, Emerging Markets, Fixed Income
Education
Indian Institute of Technology, Kanpur
BTech (Mechanical Engg)
The Ohio State University
Master of Business Administration (M.B.A.), Finance & Marketing
The Ohio State University
Master of Science (MS), Industrial Engineering
Courtney Tozzi Finnegan Courtney Tozzi Finnegan's Bear Stearns & Co. Experience August 1995 - November 1997
Job Managing Partner, Preferred Investors LP
Industry Investment Management
Experience
Preferred Investors LP November 1997 - Present
Marin Charitable September 2012 - Present
Cambridge Investment Partners, LLC February 2007 - August 2011
Cambridge Investments Ltd. November 1997 - February 2007
Bear Stearns & Co August 1995 - November 1997
Education
UCLA 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Preferred Investors LP November 1997 - Present
Marin Charitable September 2012 - Present
Cambridge Investment Partners, LLC February 2007 - August 2011
Cambridge Investments Ltd. November 1997 - February 2007
Bear Stearns & Co August 1995 - November 1997
Education
UCLA 1989 — 1993
Bachelor's degree, Business Administration and Management, General
Jully Hong Jully Hong's Bear Stearns & Co. Experience November 2004 - October 2007
Job Senior Analyst at Kobre & Kim
Industry Legal Services
Experience
Withersworldwide June 2013 - April 2014
Cadwalader, Wickersham & Taft LLP July 2011 - May 2013
Cadwalader, Wickersham & Taft LLP October 2007 - July 2011
Bear Stearns & Co November 2004 - October 2007
Skills
Budgets, Invoicing, Management, Legal Research, Analysis, Bankruptcy, Finance, Outlook, Risk Management, Due Diligence, Leadership, Forecasting, Negotiation, Mergers & Acquisitions
Education
State University of New York at Albany
Area of Study: Economics
Withersworldwide June 2013 - April 2014
Cadwalader, Wickersham & Taft LLP July 2011 - May 2013
Cadwalader, Wickersham & Taft LLP October 2007 - July 2011
Bear Stearns & Co November 2004 - October 2007
Skills
Budgets, Invoicing, Management, Legal Research, Analysis, Bankruptcy, Finance, Outlook, Risk Management, Due Diligence, Leadership, Forecasting, Negotiation, Mergers & Acquisitions
Education
State University of New York at Albany
Area of Study: Economics
Billy Gridley Billy Gridley's Bear Stearns & Co. Experience March 1992 - October 1998
Job Chief Executive Officer, Brightbox Inc., Flat Iron, New York City
Industry Consumer Services
Experience
Brightbox, Inc. April 2012 - Present
Doolittle Lake Company, Inc. December 2007 - Present
Great Mountain Forest Corporation January 2007 - July 2014
Harbor Drive Asset Management November 2011 - April 2012
Benedict Partners LLC February 2008 - March 2012
School Year Abroad 2005 - 2012
Kilimanjaro Energy, Inc. January 2008 - October 2011
Goldman Sachs & Co January 2002 - March 2005
Spear, Leeds & Kellogg LLC October 1998 - January 2002
Bear Stearns & Co March 1992 - October 1998
Skills
M&A experience, Capital, Executive Management, Angel Investing, Start-ups, Venture Financing, Private Placements, Business Valuation, Statistical Arbitrage, Joint Ventures, Strategic Partnerships, Restructuring, Credit, Sustainability, Private Equity, Financial Risk, Project Finance, Risk Management, Analysis, Corporate Social..., Philanthropy, Financial Modeling, Problem Solving, Strategic Financial..., Economics, Managerial Finance, Corporate Governance, Management Consulting, LBO, International Business, Wealth Management, Alternative Energy, Energy Policy, Business Strategy, Financial Analysis, Social Entrepreneurship, Investor Relations, Financial Structuring, Financial Markets, Bonds, Investment Strategies, Management, Mutual Funds, Leadership, Mergers, Venture Capital
Education
Columbia University - School of International and Public Affairs 2005 — 2007
MPA
Chartered Financial Analyst 1996 — 1998
CFA
Yale University 1976 — 1980
BA
Brightbox, Inc. April 2012 - Present
Doolittle Lake Company, Inc. December 2007 - Present
Great Mountain Forest Corporation January 2007 - July 2014
Harbor Drive Asset Management November 2011 - April 2012
Benedict Partners LLC February 2008 - March 2012
School Year Abroad 2005 - 2012
Kilimanjaro Energy, Inc. January 2008 - October 2011
Goldman Sachs & Co January 2002 - March 2005
Spear, Leeds & Kellogg LLC October 1998 - January 2002
Bear Stearns & Co March 1992 - October 1998
Skills
M&A experience, Capital, Executive Management, Angel Investing, Start-ups, Venture Financing, Private Placements, Business Valuation, Statistical Arbitrage, Joint Ventures, Strategic Partnerships, Restructuring, Credit, Sustainability, Private Equity, Financial Risk, Project Finance, Risk Management, Analysis, Corporate Social..., Philanthropy, Financial Modeling, Problem Solving, Strategic Financial..., Economics, Managerial Finance, Corporate Governance, Management Consulting, LBO, International Business, Wealth Management, Alternative Energy, Energy Policy, Business Strategy, Financial Analysis, Social Entrepreneurship, Investor Relations, Financial Structuring, Financial Markets, Bonds, Investment Strategies, Management, Mutual Funds, Leadership, Mergers, Venture Capital
Education
Columbia University - School of International and Public Affairs 2005 — 2007
MPA
Chartered Financial Analyst 1996 — 1998
CFA
Yale University 1976 — 1980
BA
Andrea Doukas Andrea Doukas's Bear Stearns & Co. Experience 1983 - 1994
Job Regional Case Manager at MercedesBenz USA
Industry Automotive
Experience
Mercedes Benz USA Corporate Headquarters 2011 - Present
Mercedes-Benz USA 2011 - Present
PDI-Inc. 2009 - 2010
Integrity Funding Inc. 2007 - 2009
Taggies, Inc. 2003 - 2008
Financial Freedom Senior Funding Corporation 2006 - 2007
Taurus Market Research, Inc. 1995 - 2006
Bear Stearns & Co 1983 - 1994
Skills
Leadership, Management, Sales, Customer Satisfaction, Training, Customer Service, Vendor Management, Coaching, Account Management, Customer Retention, Strategic Planning, Marketing, Sales Management, Start-ups, Call Centers, CRM, Call Center, Financial Services, Relationship Building, Solution Selling, Problem Solving, Project Management, Brand Awareness, Training & Development, Negotiation, Market Research, Executive Liaison, Policies & Procedures, Process Improvement, Public Speaking, Organizational Skills, Customer Experience, Sales & Marketing, Onboarding, Luxury Brand
Education
Corporate College via Mercedes-Benz
Master of Business Administration (M.B.A.)
City University of New York-Brooklyn College 1981 — 1985
B.A, Business Economics
Mercedes Benz USA Corporate Headquarters 2011 - Present
Mercedes-Benz USA 2011 - Present
PDI-Inc. 2009 - 2010
Integrity Funding Inc. 2007 - 2009
Taggies, Inc. 2003 - 2008
Financial Freedom Senior Funding Corporation 2006 - 2007
Taurus Market Research, Inc. 1995 - 2006
Bear Stearns & Co 1983 - 1994
Skills
Leadership, Management, Sales, Customer Satisfaction, Training, Customer Service, Vendor Management, Coaching, Account Management, Customer Retention, Strategic Planning, Marketing, Sales Management, Start-ups, Call Centers, CRM, Call Center, Financial Services, Relationship Building, Solution Selling, Problem Solving, Project Management, Brand Awareness, Training & Development, Negotiation, Market Research, Executive Liaison, Policies & Procedures, Process Improvement, Public Speaking, Organizational Skills, Customer Experience, Sales & Marketing, Onboarding, Luxury Brand
Education
Corporate College via Mercedes-Benz
Master of Business Administration (M.B.A.)
City University of New York-Brooklyn College 1981 — 1985
B.A, Business Economics
Marilyn Juan Marilyn Juan's Bear Stearns & Co. Experience April 1987 - August 1988
Job Owner, Greenleaf Ink calligraphy, Div. of Greenleaf Engraving
Industry Events Services
Experience
Greenleaf Ink, Div. of Greenleaf Engraving January 1997 - Present
TIFFANY & COMPANY May 2000 - May 2003
DEMPSEY & CARROLL January 1995 - December 1996
CARTIER, INC January 1990 - January 1995
KIDDER, PEABODY & CO., INC September 1988 - December 1989
BEAR STEARNS & CO April 1987 - August 1988
TOWN & COUNTRY MAGAZINE May 1981 - October 1984
ASSOCIATED DRY GOODS January 1979 - April 1981
Skills
Computerized Calligraphy, Marketing, Editing, Creative Direction, Advertising, Fashion, Sales, Retail, Web Design, Merchandising, Public Speaking, Calligraphy, Event Management, Art, Event Planning
Education
Syracuse University 1975 — 1977
Colby-Sawyer College
Associate of Arts
Greenleaf Ink, Div. of Greenleaf Engraving January 1997 - Present
TIFFANY & COMPANY May 2000 - May 2003
DEMPSEY & CARROLL January 1995 - December 1996
CARTIER, INC January 1990 - January 1995
KIDDER, PEABODY & CO., INC September 1988 - December 1989
BEAR STEARNS & CO April 1987 - August 1988
TOWN & COUNTRY MAGAZINE May 1981 - October 1984
ASSOCIATED DRY GOODS January 1979 - April 1981
Skills
Computerized Calligraphy, Marketing, Editing, Creative Direction, Advertising, Fashion, Sales, Retail, Web Design, Merchandising, Public Speaking, Calligraphy, Event Management, Art, Event Planning
Education
Syracuse University 1975 — 1977
Colby-Sawyer College
Associate of Arts
Noam Krantz Noam Krantz's Bear Stearns & Co. Experience August 2001 - January 2004
Job Vice President at Johnson & Johnson
Industry Medical Devices
Experience
Johnson & Johnson April 2012 - Present
Ethicon Inc., A Johnoson & Johnson Company June 2010 - April 2012
Mentor Worldwide, LLC, a Johnson & Johnson Company April 2006 - June 2010
Inamed Corporation May 2004 - March 2006
Bear, Stearns & Co. August 2001 - January 2004
Skills
Strategy, Mergers & Acquisitions, Investor Relations, Investments, Valuation, Corporate Finance, Mergers, Investment Banking, Acquisitions, Emerging Markets, Leadership, Management, New Business Development, Start-ups, Competitive Analysis, Corporate Development, Medical Devices
Education
Columbia Business School 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1992 — 1996
Bachelor of Science (B.S.), Biology, 3.92
Johnson & Johnson April 2012 - Present
Ethicon Inc., A Johnoson & Johnson Company June 2010 - April 2012
Mentor Worldwide, LLC, a Johnson & Johnson Company April 2006 - June 2010
Inamed Corporation May 2004 - March 2006
Bear, Stearns & Co. August 2001 - January 2004
Skills
Strategy, Mergers & Acquisitions, Investor Relations, Investments, Valuation, Corporate Finance, Mergers, Investment Banking, Acquisitions, Emerging Markets, Leadership, Management, New Business Development, Start-ups, Competitive Analysis, Corporate Development, Medical Devices
Education
Columbia Business School 1999 — 2001
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1992 — 1996
Bachelor of Science (B.S.), Biology, 3.92
Warren Spector Warren Spector's Bear Stearns & Co. Experience July 1983 - August 2007
Job coChairman of Balbec Capital/Chairman of Tashtego Films
Industry Investment Management
Experience
Balbec Capital LP, an affiliate of Starwood Capital Group November 2011 - Present
Tashtego Films September 2007 - Present
Bear Stearns & Co July 1983 - August 2007
Skills
Alternative Investments, Capital Markets, Hedge Funds, Asset Management, Executive Management, Corporate Finance, Fixed Income, Portfolio Management, Equities, Derivatives, Financial Modeling, Venture Capital, Mergers & Acquisitions, Private Equity, Corporate Development, Investments
Education
The University of Chicago 1981 — 1983
Master of Business Administration (MBA), Finance
St. John's College (MD) 1977 — 1981
Bachelor of Arts (B.A.)
Balbec Capital LP, an affiliate of Starwood Capital Group November 2011 - Present
Tashtego Films September 2007 - Present
Bear Stearns & Co July 1983 - August 2007
Skills
Alternative Investments, Capital Markets, Hedge Funds, Asset Management, Executive Management, Corporate Finance, Fixed Income, Portfolio Management, Equities, Derivatives, Financial Modeling, Venture Capital, Mergers & Acquisitions, Private Equity, Corporate Development, Investments
Education
The University of Chicago 1981 — 1983
Master of Business Administration (MBA), Finance
St. John's College (MD) 1977 — 1981
Bachelor of Arts (B.A.)
James Babiarz James Babiarz's Bear Stearns & Co. Experience November 2002 - March 2006
Job Administrative Assistant at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs November 2010 - Present
Citi 2011 - 2012
Telsey Advisory Group March 2006 - March 2011
DAWSON CAPITAL MANAGEMENT, Inc April 2010 - September 2010
Telsey Advisory Group March 2006 - April 2010
BEAR STEARNS & Co November 2002 - March 2006
Skills
Editing, Bloomberg, Research, Strategic Planning, Management, Press Releases, Microsoft Excel, Human Resources, Salesforce.com
Education
Marist College 1998 — 2002
BA, History
Goldman Sachs November 2010 - Present
Citi 2011 - 2012
Telsey Advisory Group March 2006 - March 2011
DAWSON CAPITAL MANAGEMENT, Inc April 2010 - September 2010
Telsey Advisory Group March 2006 - April 2010
BEAR STEARNS & Co November 2002 - March 2006
Skills
Editing, Bloomberg, Research, Strategic Planning, Management, Press Releases, Microsoft Excel, Human Resources, Salesforce.com
Education
Marist College 1998 — 2002
BA, History
Lindsey Lachman Lindsey Lachman's Bear Stearns & Co. Experience July 2006 - December 2007
Job at SNetwork Global Indexes
Industry Financial Services
Experience
S-Network Global Indexes and ESG Solutions January 2010 - Present
Sports Blitz Ditz October 2009 - October 2013
WELLS FARGO ADVISORS, PRIVATE CLIENT GROUP July 2008 - October 2009
UBS FINANCIAL SERVICES, WEALTH MANAGEMENT January 2008 - July 2008
Bear Stearns & Co July 2006 - December 2007
CONDE NAST PUBLICATIONS, ALLURE MAGAZINE June 2004 - May 2006
WARNER BROS January 2005 - May 2005
Skills
Investments, Asset Allocation, Equities, Asset Managment, Series 7, Hedge Funds, Finance, Blogging, Marketing, Advertising, Sales, Social Media, Trading, Press Releases, Business Development, Strategy, CRM, Bloomberg, Mutual Funds, Financial Services, Financial Advisory, Alternative Investments, Asset Management, Private Equity
Education
Lehigh University 2002 — 2006
B.A, Journalism
Lehigh University 2002 — 2006
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
S-Network Global Indexes and ESG Solutions January 2010 - Present
Sports Blitz Ditz October 2009 - October 2013
WELLS FARGO ADVISORS, PRIVATE CLIENT GROUP July 2008 - October 2009
UBS FINANCIAL SERVICES, WEALTH MANAGEMENT January 2008 - July 2008
Bear Stearns & Co July 2006 - December 2007
CONDE NAST PUBLICATIONS, ALLURE MAGAZINE June 2004 - May 2006
WARNER BROS January 2005 - May 2005
Skills
Investments, Asset Allocation, Equities, Asset Managment, Series 7, Hedge Funds, Finance, Blogging, Marketing, Advertising, Sales, Social Media, Trading, Press Releases, Business Development, Strategy, CRM, Bloomberg, Mutual Funds, Financial Services, Financial Advisory, Alternative Investments, Asset Management, Private Equity
Education
Lehigh University 2002 — 2006
B.A, Journalism
Lehigh University 2002 — 2006
Bachelor of Arts (B.A.), Communication, Journalism, and Related Programs
Morgan Edwards Morgan Edwards's Bear Stearns & Co. Experience 2005 - 2008
Job Chief Financial Officer at CommonBond
Industry Financial Services
Experience
CommonBond June 2015 - Present
Macquarie Capital 2008 - June 2015
Bear Stearns & Co 2005 - 2008
Morgan Stanley 1998 - 2004
Skills
High Yield, Capital Markets, Investment Banking, Fixed Income, Leveraged Finance, Private Equity, Valuation, Corporate Finance, LBO, Financial Structuring
Education
Brigham Young University
Master of Business Administration (MBA)
CommonBond June 2015 - Present
Macquarie Capital 2008 - June 2015
Bear Stearns & Co 2005 - 2008
Morgan Stanley 1998 - 2004
Skills
High Yield, Capital Markets, Investment Banking, Fixed Income, Leveraged Finance, Private Equity, Valuation, Corporate Finance, LBO, Financial Structuring
Education
Brigham Young University
Master of Business Administration (MBA)
Aaron Ganschow Aaron Ganschow's Bear Stearns & Co. Experience July 2006 - September 2006
Job Freelance Web Developer
Industry Internet
Experience
Smashing Ideas June 2013 - April 2014
Thunderbird School of Global Management August 2012 - May 2013
Rhino Internet March 2012 - May 2012
The Kineo Group August 2011 - March 2012
Myriad Interactive November 2008 - August 2011
N/A June 1998 - August 2011
Town of Buckeye May 2008 - November 2008
Isocurve October 2006 - March 2008
The Arizona Republic 2008 - 2008
Bear Stearns & Co July 2006 - September 2006
Skills
jQuery, Apache, MySQL, PHP, CSS, XML, AJAX, HTML, XHTML, Code Poetry, Web Development, Web Applications, Subversion, WordPress, Databases, Drupal, JavaScript
Education
Northern Arizona University
B.A, English
Smashing Ideas June 2013 - April 2014
Thunderbird School of Global Management August 2012 - May 2013
Rhino Internet March 2012 - May 2012
The Kineo Group August 2011 - March 2012
Myriad Interactive November 2008 - August 2011
N/A June 1998 - August 2011
Town of Buckeye May 2008 - November 2008
Isocurve October 2006 - March 2008
The Arizona Republic 2008 - 2008
Bear Stearns & Co July 2006 - September 2006
Skills
jQuery, Apache, MySQL, PHP, CSS, XML, AJAX, HTML, XHTML, Code Poetry, Web Development, Web Applications, Subversion, WordPress, Databases, Drupal, JavaScript
Education
Northern Arizona University
B.A, English
Gordon Assing Gordon Assing's Bear Stearns & Co. Experience July 1989 - January 2009
Job Vice President of Back and Middle Office Technology at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group April 2012 - Present
MF Global October 2011 - November 2011
JPMorgan Chase January 2009 - July 2011
Bear, Stearns & Co. July 1989 - January 2009
Skills
Prime Brokerage, Fixed Income, Trading Systems, Management, Strategy
Education
Manhattanville College
B A, Chemistry
New York University
MS, Computer Science
CRT Capital Group April 2012 - Present
MF Global October 2011 - November 2011
JPMorgan Chase January 2009 - July 2011
Bear, Stearns & Co. July 1989 - January 2009
Skills
Prime Brokerage, Fixed Income, Trading Systems, Management, Strategy
Education
Manhattanville College
B A, Chemistry
New York University
MS, Computer Science
Andrew N. Davis Andrew N. Davis's Bear Stearns & Co. Experience 1983 - 1999
Job ARGOSY Financial Solutions, LLC and ARGOSY Trust Advisors, Managing Partner
Industry Financial Services
Experience
ARGOSY Financial Solutions LLC April 2011 - Present
Zacks Investment Management January 2006 - February 2010
Merrill Lynch & Co. 1999 - 2006
Bear Stearns & Co 1983 - 1999
Salomon Brothers 1976 - 1982
Skills
Asset Management, Alternative Investments, Securities, Asset Protection, Trusts, Insurance, Estate Planning, Retirement Planning, Series 7, Mutual Funds, Private Equity, Investments, Retirement, 401k, Financial Advisory, Wealth Transfer, Investment Strategies, Capital Markets, Pensions, Investment Advisory, Asset Managment, Financial Services, Finance, Management, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1973
B.A., Political Science and History
American University 1969 — 1970
Union High School Union, N.J. 1966 — 1969
College Prep
ARGOSY Financial Solutions LLC April 2011 - Present
Zacks Investment Management January 2006 - February 2010
Merrill Lynch & Co. 1999 - 2006
Bear Stearns & Co 1983 - 1999
Salomon Brothers 1976 - 1982
Skills
Asset Management, Alternative Investments, Securities, Asset Protection, Trusts, Insurance, Estate Planning, Retirement Planning, Series 7, Mutual Funds, Private Equity, Investments, Retirement, 401k, Financial Advisory, Wealth Transfer, Investment Strategies, Capital Markets, Pensions, Investment Advisory, Asset Managment, Financial Services, Finance, Management, Fixed Income
Education
Rutgers, The State University of New Jersey-New Brunswick 1970 — 1973
B.A., Political Science and History
American University 1969 — 1970
Union High School Union, N.J. 1966 — 1969
College Prep
Sergey D, CFA's Bear Stearns & Co. Experience 1997 - 1999
Job Analyst Emerging and Frontier Markets at Harding Loevner LP
Industry Investment Management
Experience
Harding Loevner LP June 2015 - Present
Consilium Investment Management January 2011 - June 2015
Armor Capital January 2008 - December 2010
Palisade Capital Management 1999 - December 2007
Bear Stearns & Co 1997 - 1999
Ballentine Capital 1996 - 1996
Skills
Valuation, Financial Modeling, Private Equity, Emerging Markets
Education
Syracuse University 1993 — 1997
BS/BA
Harding Loevner LP June 2015 - Present
Consilium Investment Management January 2011 - June 2015
Armor Capital January 2008 - December 2010
Palisade Capital Management 1999 - December 2007
Bear Stearns & Co 1997 - 1999
Ballentine Capital 1996 - 1996
Skills
Valuation, Financial Modeling, Private Equity, Emerging Markets
Education
Syracuse University 1993 — 1997
BS/BA
Johnny Chung's Bear Stearns & Co. Experience May 2000 - December 2001
Job
Industry Information Technology and Services
Experience
MUFG Americas November 2014 - Present
Syndicate Management July 2007 - November 2014
C2K Technologies April 2005 - June 2007
C2K Technologies September 2004 - April 2005
F1 Securities Inc. January 2002 - September 2004
Bear Stearns & Co May 2000 - December 2001
Skills
Technical Recruiting, Talent Acquisition, Internet Recruiting, Recruiting, Social Networking, Temporary Placement, Start-ups, Leadership, Consulting, Management, Executive Management, Human Resources, Team Building, Applicant Tracking..., Networking, Contract Negotiation, Interviews, Sourcing, College Recruiting, Onboarding, Talent Management
Education
State University of New York at Albany 1997 — 2000
Psychology/Business Administration
California School of Culinary Arts
Associates, Culinary Arts, 3.9 GPA
High School of Economics and Finance
Le Cordon Bleu College of Culinary Arts-Pasadena
MUFG Americas November 2014 - Present
Syndicate Management July 2007 - November 2014
C2K Technologies April 2005 - June 2007
C2K Technologies September 2004 - April 2005
F1 Securities Inc. January 2002 - September 2004
Bear Stearns & Co May 2000 - December 2001
Skills
Technical Recruiting, Talent Acquisition, Internet Recruiting, Recruiting, Social Networking, Temporary Placement, Start-ups, Leadership, Consulting, Management, Executive Management, Human Resources, Team Building, Applicant Tracking..., Networking, Contract Negotiation, Interviews, Sourcing, College Recruiting, Onboarding, Talent Management
Education
State University of New York at Albany 1997 — 2000
Psychology/Business Administration
California School of Culinary Arts
Associates, Culinary Arts, 3.9 GPA
High School of Economics and Finance
Le Cordon Bleu College of Culinary Arts-Pasadena
John Dea, CTP's Bear Stearns & Co. Experience May 2007 - April 2008
Job Senior Treasury Analyst Cash & Investments
Industry Hospital & Health Care
Experience
Dignity Health February 2012 - Present
Dignity Health April 2008 - February 2012
Bear Stearns & Co. May 2007 - April 2008
National Semiconductor July 2006 - May 2007
UBS Financial Services, Inc. May 2005 - May 2006
Skills
Team Building, Leadership, Investments, Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Forecasting, Finance, Management, Corporate Finance, Risk Management, Analysis, Strategic Financial..., Financial Reporting, Due Diligence, Data Analysis, Accounting, Cash Management, Financial Planning
Education
University of San Francisco 2002 — 2006
Bachelor of Science, Finance, Economics
Dignity Health February 2012 - Present
Dignity Health April 2008 - February 2012
Bear Stearns & Co. May 2007 - April 2008
National Semiconductor July 2006 - May 2007
UBS Financial Services, Inc. May 2005 - May 2006
Skills
Team Building, Leadership, Investments, Financial Modeling, Portfolio Management, Financial Analysis, Valuation, Forecasting, Finance, Management, Corporate Finance, Risk Management, Analysis, Strategic Financial..., Financial Reporting, Due Diligence, Data Analysis, Accounting, Cash Management, Financial Planning
Education
University of San Francisco 2002 — 2006
Bachelor of Science, Finance, Economics
Michael Winters's Bear Stearns & Co. Experience March 2004 - December 2007
Job Technology Analyst
Industry Investment Management
Experience
Bear, Stearns & Co. March 2004 - December 2007
SoundView Technology Group September 2001 - March 2004
Schlumberger Technologies July 1998 - September 2001
NASA May 1993 - July 1998
Skills
High Technology Sales, Investment Research, Long/Short Equity, Semiconductor Industry, Start-ups, Semiconductors, Testing, Equity Research
Education
Cornell University 1994 — 1998
BS, Electrical Engineering
Bear, Stearns & Co. March 2004 - December 2007
SoundView Technology Group September 2001 - March 2004
Schlumberger Technologies July 1998 - September 2001
NASA May 1993 - July 1998
Skills
High Technology Sales, Investment Research, Long/Short Equity, Semiconductor Industry, Start-ups, Semiconductors, Testing, Equity Research
Education
Cornell University 1994 — 1998
BS, Electrical Engineering
Hilary Sullivan's Bear Stearns & Co. Experience 1992 - February 1995
Job Financial Services and Executive Search Professional
Industry Financial Services
Experience
Finestationery.com 2009 - 2009
Flexible Executives, LLC January 2005 - December 2008
Andino Capital Markets February 1995 - December 1996
Bear Stearns & Co 1992 - February 1995
First Boston Corp., London U.K. June 1990 - 1992
Drexel Burnham Lambert, London June 1985 - 1988
Skills
Management, Leadership, Marketing, Investments, Financial Services, Sales, Human Resources, CRM, Negotiation, Sourcing, Finance
Education
London Business School 1989 — 1991
MBA
University of Colorado Boulder 1983 — 1985
BA
Trinity College-Hartford 1980 — 1982
Finestationery.com 2009 - 2009
Flexible Executives, LLC January 2005 - December 2008
Andino Capital Markets February 1995 - December 1996
Bear Stearns & Co 1992 - February 1995
First Boston Corp., London U.K. June 1990 - 1992
Drexel Burnham Lambert, London June 1985 - 1988
Skills
Management, Leadership, Marketing, Investments, Financial Services, Sales, Human Resources, CRM, Negotiation, Sourcing, Finance
Education
London Business School 1989 — 1991
MBA
University of Colorado Boulder 1983 — 1985
BA
Trinity College-Hartford 1980 — 1982
David Zinn's Bear Stearns & Co. Experience 1998 - 1999
Job Physician
Industry Medical Practice
Experience
The Permanente Medical Group July 2012 - Present
Area Medical Specialists Urgent Care May 2011 - June 2012
University of Michigan Medical Center May 2008 - June 2012
Red Herring 1999 - 2001
Bear, Stearns & Co. 1998 - 1999
Chase Manhattan 1992 - 1996
Education
Brown Medical School 2004 — 2008
MD, Medicine
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Finance
Haverford College 1988 — 1992
BA, Economics
St. John's Jesuit
The Permanente Medical Group July 2012 - Present
Area Medical Specialists Urgent Care May 2011 - June 2012
University of Michigan Medical Center May 2008 - June 2012
Red Herring 1999 - 2001
Bear, Stearns & Co. 1998 - 1999
Chase Manhattan 1992 - 1996
Education
Brown Medical School 2004 — 2008
MD, Medicine
University of Michigan - Stephen M. Ross School of Business 1996 — 1998
MBA, Finance
Haverford College 1988 — 1992
BA, Economics
St. John's Jesuit
Ranga Krishna's Bear Stearns & Co. Experience February 2007 - May 2008
Job Application Architect
Industry Information Technology and Services
Experience
Hudson Advisors, LLC/ Lone Star Funds August 2011 - Present
Tech Guidance LLC August 2011 - Present
Credit Suisse May 2009 - August 2011
SAC Capital June 2008 - May 2009
Bear Stearns & Co February 2007 - May 2008
Deloitte June 2003 - February 2007
Consultant August 2000 - June 2003
Standard Chartered Bank March 1998 - August 2000
Skills
C#, WPF, SQL Server 2000-2008, Oracle, LINQ, WCF, TIBCO EMS, Reuters, Bloomberg, Fixed Income Trading, Low Latency, MBS, Whole Loans, Prime Brokerage, Structured Finance, Equity Derivatives, Equity Trading, Commodities, Risk Management, Credit Derivatives, High Frequency Trading, Microsoft SQL Server, Fixed Income, Commodity, Derivatives, Equities
Education
Oklahoma State University
Hudson Advisors, LLC/ Lone Star Funds August 2011 - Present
Tech Guidance LLC August 2011 - Present
Credit Suisse May 2009 - August 2011
SAC Capital June 2008 - May 2009
Bear Stearns & Co February 2007 - May 2008
Deloitte June 2003 - February 2007
Consultant August 2000 - June 2003
Standard Chartered Bank March 1998 - August 2000
Skills
C#, WPF, SQL Server 2000-2008, Oracle, LINQ, WCF, TIBCO EMS, Reuters, Bloomberg, Fixed Income Trading, Low Latency, MBS, Whole Loans, Prime Brokerage, Structured Finance, Equity Derivatives, Equity Trading, Commodities, Risk Management, Credit Derivatives, High Frequency Trading, Microsoft SQL Server, Fixed Income, Commodity, Derivatives, Equities
Education
Oklahoma State University
D.J. Belock's Bear Stearns & Co. Experience 2002 - 2005
Job
Industry Real Estate
Experience
Goldman Sachs 2005 - 2013
Bear, Stearns & Co. 2002 - 2005
National City Bank 1999 - 2000
National City Bank 1997 - 1999
Skills
Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Valuation, Real Estate, Teamwork, Building Relationships, Relationship Management, Team Management, Team Leadership, Hospitality Industry, Strategic Planning, Strategy
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Notre Dame 1993 — 1997
BBA, Finance
Goldman Sachs 2005 - 2013
Bear, Stearns & Co. 2002 - 2005
National City Bank 1999 - 2000
National City Bank 1997 - 1999
Skills
Investment Banking, Capital Markets, Corporate Finance, Financial Analysis, Valuation, Real Estate, Teamwork, Building Relationships, Relationship Management, Team Management, Team Leadership, Hospitality Industry, Strategic Planning, Strategy
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance
University of Notre Dame 1993 — 1997
BBA, Finance
Marty Cottingham's Bear Stearns & Co. Experience 1993 - 2007
Job Principal at Avison Young Commercial Real Estate
Industry Real Estate
Experience
Avison Young Commercial Real Estate May 2012 - Present
Grubb & Ellis 2007 - May 2012
Bear Stearns & CO 1993 - 2007
Education
New York University 1999 — 2003
M.S., Real Estate Development
Saint Joseph's College 1995 — 1999
B.S., Organizational Management
LaSalle Academy 1984 — 1988
Avison Young Commercial Real Estate May 2012 - Present
Grubb & Ellis 2007 - May 2012
Bear Stearns & CO 1993 - 2007
Education
New York University 1999 — 2003
M.S., Real Estate Development
Saint Joseph's College 1995 — 1999
B.S., Organizational Management
LaSalle Academy 1984 — 1988
Hendra Soetjahja's Bear Stearns & Co. Experience October 1996 - May 1998
Job Founder of Kilohana Capital (Investment Management)
Industry Capital Markets
Experience
Kilohana Capital 2006 - Present
New York Capital Advisors November 2003 - August 2004
J. & W. Seligman July 2000 - September 2003
General Re Financial Products & Co. June 1998 - June 2000
Bear, Stearns & Co. October 1996 - May 1998
Deutsche Morgan Grenfell July 1996 - October 1996
Morgan Stanley & Co. November 1993 - June 1996
IBM T. J. Watson Research Center April 1987 - September 1989
Skills
Fixed Income, Derivatives, Equities, Investments, Statistical Arbitrage, Investment Management, Asset, Hedge Funds, Quantitative Finance, Options, Alternative Investments, Financial Modeling, Bloomberg, Trading, Asset Managment, Risk Management, Asset Management, Portfolio Management, Equity Derivatives
Education
Columbia University in the City of New York 1989 — 1993
MS CS, PhD Candidate, Artificial Intelligence & Robotics
Northeastern University 1986 — 1989
BS ECE, Electrical & Computer Engineering
Kilohana Capital 2006 - Present
New York Capital Advisors November 2003 - August 2004
J. & W. Seligman July 2000 - September 2003
General Re Financial Products & Co. June 1998 - June 2000
Bear, Stearns & Co. October 1996 - May 1998
Deutsche Morgan Grenfell July 1996 - October 1996
Morgan Stanley & Co. November 1993 - June 1996
IBM T. J. Watson Research Center April 1987 - September 1989
Skills
Fixed Income, Derivatives, Equities, Investments, Statistical Arbitrage, Investment Management, Asset, Hedge Funds, Quantitative Finance, Options, Alternative Investments, Financial Modeling, Bloomberg, Trading, Asset Managment, Risk Management, Asset Management, Portfolio Management, Equity Derivatives
Education
Columbia University in the City of New York 1989 — 1993
MS CS, PhD Candidate, Artificial Intelligence & Robotics
Northeastern University 1986 — 1989
BS ECE, Electrical & Computer Engineering
Jennifer Pappas's Bear Stearns & Co. Experience May 2000 - March 2007
Job Chief Operations Officer / Chief Compliance Officer at Next Capital Management LLC
Industry Financial Services
Experience
Next Capital Management LLC January 2013 - Present
Next Capital Management LLC January 2010 - Present
Next Capital Management LLC May 2000 - February 2010
Bear Stearns & Co May 2000 - March 2007
Bear Stearns & Co. October 1998 - May 2000
Education
New York University - Leonard N. Stern School of Business 2005 — 2008
MBA
Tulane University 1994 — 1998
BA, Political Economy and German
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
Gary Rudow's Bear Stearns & Co. Experience January 2003 - May 2008
Job Sales and trading / Wealth Management
Industry Financial Services
Experience
Morgan Stanley Smith Barney May 2008 - Present
Bear Stearns & Co January 2003 - May 2008
Bear Stearns January 2003 - May 2008
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Economics
Morgan Stanley Smith Barney May 2008 - Present
Bear Stearns & Co January 2003 - May 2008
Bear Stearns January 2003 - May 2008
Education
Rutgers, The State University of New Jersey-New Brunswick 1986 — 1990
BA, Economics
Anthony Caspary's Bear Stearns & Co. Experience November 2007 - August 2008
Job
Industry Food & Beverages
Experience
Ventura Spirits Company July 2013 - Present
Resonic NDT June 2011 - July 2013
wheelwell NFP January 2010 - May 2011
Resonic NDT September 2008 - May 2011
Bear Stearns & Co November 2007 - August 2008
Conservacion Patagonica February 2007 - March 2007
Viacom/MTV Networks February 2005 - December 2006
Bear Stearns & Co June 2003 - December 2003
New York Philharmonic August 2002 - December 2002
Skills
Problem Framing, Ethnography, Rapid Prototyping, User-centered Design, Brand Development, Interaction Design, Business Development, Product Design
Education
Institute of Design, Illinois Institute of Technology 2009 — 2011
MDes, Design Strategy, Product Design
Stuart School of Business, Illinois Institute of Technology 2009 — 2011
MBA
Hamilton College 2000 — 2004
Bachelor of Arts (B.A.), Economics, Mathematics
Ventura Spirits Company July 2013 - Present
Resonic NDT June 2011 - July 2013
wheelwell NFP January 2010 - May 2011
Resonic NDT September 2008 - May 2011
Bear Stearns & Co November 2007 - August 2008
Conservacion Patagonica February 2007 - March 2007
Viacom/MTV Networks February 2005 - December 2006
Bear Stearns & Co June 2003 - December 2003
New York Philharmonic August 2002 - December 2002
Skills
Problem Framing, Ethnography, Rapid Prototyping, User-centered Design, Brand Development, Interaction Design, Business Development, Product Design
Education
Institute of Design, Illinois Institute of Technology 2009 — 2011
MDes, Design Strategy, Product Design
Stuart School of Business, Illinois Institute of Technology 2009 — 2011
MBA
Hamilton College 2000 — 2004
Bachelor of Arts (B.A.), Economics, Mathematics
Alejandro A. Santa-Cruz, CFA's Bear Stearns & Co. Experience 1998 - 2000
Job Owner, LatAm Partners LLC / MexDAM SRL / AxeFin SOFOM
Industry Financial Services
Experience
LatAm Partners, LLC / MexDAM, SRL 2005 - Present
Darby Overseas Investments, Ltd 2000 - 2005
Bear, Stearns & Co. 1998 - 2000
The Bank of Nova Scotia 1994 - 1997
The Bank of Nova Scotia 1994 - 1997
The Bank of Nova Scotia 1994 - 1997
Skills
Investments, Financial Modeling, Venture Capital, Entrepreneurship, Private Equity, Valuation, Mergers & Acquisitions, Strategic Planning, Business Strategy, Emerging Markets, Corporate Finance, Due Diligence, Portfolio Management, Management
Education
McGill University 1992 — 1994
MBA
Baylor University 1988 — 1992
B.B.A., Marketing / Finance / Intl. Business
Baylor University - Hankamer School of Business 1988 — 1992
LatAm Partners, LLC / MexDAM, SRL 2005 - Present
Darby Overseas Investments, Ltd 2000 - 2005
Bear, Stearns & Co. 1998 - 2000
The Bank of Nova Scotia 1994 - 1997
The Bank of Nova Scotia 1994 - 1997
The Bank of Nova Scotia 1994 - 1997
Skills
Investments, Financial Modeling, Venture Capital, Entrepreneurship, Private Equity, Valuation, Mergers & Acquisitions, Strategic Planning, Business Strategy, Emerging Markets, Corporate Finance, Due Diligence, Portfolio Management, Management
Education
McGill University 1992 — 1994
MBA
Baylor University 1988 — 1992
B.B.A., Marketing / Finance / Intl. Business
Baylor University - Hankamer School of Business 1988 — 1992
Gabe Beltramino's Bear Stearns & Co. Experience August 1992 - January 1996
Job VP/Business Leader at MasterCard
Industry Wireless
Experience
MasterCard October 2014 - Present
mFormation Software Technologies June 2010 - October 2014
mFormation Software Technologies January 2006 - June 2010
mFormation Software Technologies April 2000 - January 2006
Deutsche Bank January 1998 - April 2000
Deutsche Bank January 1996 - January 1998
Bear Stearns & Co August 1992 - January 1996
Skills
Product Management, Mobile Devices, Mobile Device Management, Mobile Technology, Mobile Applications, Software Development, Enterprise Software, Agile Methodologies, Start-ups, Mobile Communications, Cloud Computing, SaaS, Enterprise Mobility..., Lean Startup, BMC - Business Model..., Software Engineering, BYOD, Integration, Unix, VoIP, Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Industrial Engineering
Polytechnic University
MS, Computer Science, Information Systems
MasterCard October 2014 - Present
mFormation Software Technologies June 2010 - October 2014
mFormation Software Technologies January 2006 - June 2010
mFormation Software Technologies April 2000 - January 2006
Deutsche Bank January 1998 - April 2000
Deutsche Bank January 1996 - January 1998
Bear Stearns & Co August 1992 - January 1996
Skills
Product Management, Mobile Devices, Mobile Device Management, Mobile Technology, Mobile Applications, Software Development, Enterprise Software, Agile Methodologies, Start-ups, Mobile Communications, Cloud Computing, SaaS, Enterprise Mobility..., Lean Startup, BMC - Business Model..., Software Engineering, BYOD, Integration, Unix, VoIP, Management
Education
Columbia University - Fu Foundation School of Engineering and Applied Science
MS, Industrial Engineering
Polytechnic University
MS, Computer Science, Information Systems
Jeffrey Krimstock's Bear Stearns & Co. Experience 1999 - 2002
Job Executive Vice President at Benjamin Cobrin & Company
Industry Real Estate
Experience
Benjamin Cobrin & Company May 2015 - Present
Benjamin Cobrin & Company May 2014 - Present
First Service Residential August 2010 - April 2014
CAMCO Management Company 2008 - 2010
The New York Mortgage Company 2006 - 2007
UBS Investment Bank 2003 - 2005
Bear Stearns & Co 1999 - 2002
Skills
Apartments, Property Management, Lease Administration, Residential Homes, Investment Properties, Budgets, Commercial Real Estate, Leases, Condos, Condo Management, Conflict Resolution, Employee Management, Rentals, Property, Fair Housing, Yardi, Real Estate, Sales, Contract Negotiation, Strategic Planning
Education
Penn State University 1995 — 1999
Bachelor's degree, Marketing and Business Administration
Benjamin Cobrin & Company May 2015 - Present
Benjamin Cobrin & Company May 2014 - Present
First Service Residential August 2010 - April 2014
CAMCO Management Company 2008 - 2010
The New York Mortgage Company 2006 - 2007
UBS Investment Bank 2003 - 2005
Bear Stearns & Co 1999 - 2002
Skills
Apartments, Property Management, Lease Administration, Residential Homes, Investment Properties, Budgets, Commercial Real Estate, Leases, Condos, Condo Management, Conflict Resolution, Employee Management, Rentals, Property, Fair Housing, Yardi, Real Estate, Sales, Contract Negotiation, Strategic Planning
Education
Penn State University 1995 — 1999
Bachelor's degree, Marketing and Business Administration
Kevin Doldan's Bear Stearns & Co. Experience 2005 - 2007
Job Investment Professional at Lightyear Capital
Industry Investment Management
Experience
Lightyear Capital June 2008 - Present
Lehman Brothers 2007 - 2008
Bear, Stearns & Co. 2005 - 2007
AIG Global Real Estate 2002 - 2003
KPMG Audit 1998 - 2002
Skills
Financial Analysis, Due Diligence, Financial Modeling, Transaction Structuring, Strategic Planning, Valuation, Budgeting, Financial Statements, Internal Controls, Restructuring, Refinancing, Mergers & Acquisitions, Divestitures, Capital Markets, Joint Ventures, IPO, Start-ups, Business Turn-arounds, Project Management
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA, Business
Southwestern Law School 1995 — 1998
JD, Law
Niagara University 1991 — 1995
BBA, Accounting
Lightyear Capital June 2008 - Present
Lehman Brothers 2007 - 2008
Bear, Stearns & Co. 2005 - 2007
AIG Global Real Estate 2002 - 2003
KPMG Audit 1998 - 2002
Skills
Financial Analysis, Due Diligence, Financial Modeling, Transaction Structuring, Strategic Planning, Valuation, Budgeting, Financial Statements, Internal Controls, Restructuring, Refinancing, Mergers & Acquisitions, Divestitures, Capital Markets, Joint Ventures, IPO, Start-ups, Business Turn-arounds, Project Management
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
MBA, Business
Southwestern Law School 1995 — 1998
JD, Law
Niagara University 1991 — 1995
BBA, Accounting
Margaret McConville's Bear Stearns & Co. Experience October 1994 - 1996
Job Human Capital at Geller & Company
Industry Staffing and Recruiting
Experience
Geller & Company February 2015 - Present
RSR Partners April 2012 - January 2015
Korn/Ferry International October 2008 - June 2011
Heidrick & Struggles July 2006 - August 2008
Heidrick & Struggles September 2002 - July 2006
Goldman Sachs & Co 1999 - 2001
Credit Suisse First Boston 1996 - 1999
Bear Stearns & Co October 1994 - 1996
American International Group June 1992 - April 1994
Skills
Screening Resumes, Recruiting, Administrative..., CRM, Event Planning, Executive Search, Human Resources, Leadership, Marketing, Marketing Communications, Customer Service, New Business Development, Public Relations, Sourcing, Talent Acquisition, Talent Management, Business Development
Education
University of Scranton 1988 — 1992
BS, Accounting
Geller & Company February 2015 - Present
RSR Partners April 2012 - January 2015
Korn/Ferry International October 2008 - June 2011
Heidrick & Struggles July 2006 - August 2008
Heidrick & Struggles September 2002 - July 2006
Goldman Sachs & Co 1999 - 2001
Credit Suisse First Boston 1996 - 1999
Bear Stearns & Co October 1994 - 1996
American International Group June 1992 - April 1994
Skills
Screening Resumes, Recruiting, Administrative..., CRM, Event Planning, Executive Search, Human Resources, Leadership, Marketing, Marketing Communications, Customer Service, New Business Development, Public Relations, Sourcing, Talent Acquisition, Talent Management, Business Development
Education
University of Scranton 1988 — 1992
BS, Accounting
Joe Noto's Bear Stearns & Co. Experience 2003 - 2006
Job Managing Director at Citadel LLC
Industry Investment Management
Experience
Citadel LLC September 2015 - Present
JP Morgan May 2009 - September 2015
JPMorgan June 2008 - April 2009
Bear Stearns International Ltd 2006 - June 2008
Bear Stearns & Co 2003 - 2006
Prudential Financial 1998 - 2003
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Accounting
Princeton University 1995 — 1998
MA, Politics
Drew University 1991 — 1995
Bachelor of Arts, Political Science
Citadel LLC September 2015 - Present
JP Morgan May 2009 - September 2015
JPMorgan June 2008 - April 2009
Bear Stearns International Ltd 2006 - June 2008
Bear Stearns & Co 2003 - 2006
Prudential Financial 1998 - 2003
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Accounting
Princeton University 1995 — 1998
MA, Politics
Drew University 1991 — 1995
Bachelor of Arts, Political Science
Joseph Casper's Bear Stearns & Co. Experience July 2007 - June 2008
Job Vice President at Amherst Securities
Industry Financial Services
Experience
Amherst Securities March 2013 - Present
Lone Star Funds / Hudson Advisors LLC February 2010 - March 2013
JPMorgan Chase June 2008 - February 2010
Bear Stearns & Co July 2007 - June 2008
Skills
Whole Loans, MBS, Repo, Valuation, Portfolio Management, Credit, Securitization, Financial Structuring, Mortgage Lending, ABS, Capital Markets, Fixed Income, Financial Modeling, Loans
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance
ESADE Business School 2005 — 2005
Amherst Securities March 2013 - Present
Lone Star Funds / Hudson Advisors LLC February 2010 - March 2013
JPMorgan Chase June 2008 - February 2010
Bear Stearns & Co July 2007 - June 2008
Skills
Whole Loans, MBS, Repo, Valuation, Portfolio Management, Credit, Securitization, Financial Structuring, Mortgage Lending, ABS, Capital Markets, Fixed Income, Financial Modeling, Loans
Education
Emory University - Goizueta Business School 2003 — 2007
BBA, Finance
ESADE Business School 2005 — 2005
Charlie Diao's Bear Stearns & Co. Experience May 1996 - June 2008
Job VP Finance and Corporate Treasurer at CSC
Industry Information Technology and Services
Experience
Computer Sciences Corporation November 2012 - Present
North Atlantic Holding Company, Inc. October 2012 - Present
Media General August 2012 - Present
Diao & Co. LLC and Diao Capital Management LLC June 2008 - December 2012
Bear, Stearns & Co. May 1996 - June 2008
Prudential Securities 1987 - 1996
Proxy Message Centers August 1984 - May 1987
Skills
Special Situations, Corporate Finance, Mergers, Restructuring, Principal Investing, ALM, Private Equity, Investment Banking, Hedge Funds, High Yield, Capital Markets, Equities, Mergers & Acquisitions, Executive Management, Valuation, IPO, Investments, Finance, Acquisitions, Management Consulting, Leveraged Finance, Risk Management, Strategy
Education
Harvard Business School 1981 — 1983
MBA, Finance
Princeton University 1975 — 1979
BSE, Engineering
Computer Sciences Corporation November 2012 - Present
North Atlantic Holding Company, Inc. October 2012 - Present
Media General August 2012 - Present
Diao & Co. LLC and Diao Capital Management LLC June 2008 - December 2012
Bear, Stearns & Co. May 1996 - June 2008
Prudential Securities 1987 - 1996
Proxy Message Centers August 1984 - May 1987
Skills
Special Situations, Corporate Finance, Mergers, Restructuring, Principal Investing, ALM, Private Equity, Investment Banking, Hedge Funds, High Yield, Capital Markets, Equities, Mergers & Acquisitions, Executive Management, Valuation, IPO, Investments, Finance, Acquisitions, Management Consulting, Leveraged Finance, Risk Management, Strategy
Education
Harvard Business School 1981 — 1983
MBA, Finance
Princeton University 1975 — 1979
BSE, Engineering
Philip Everett's Bear Stearns & Co. Experience 2002 - 2006
Job Senior Manager, Treasury at Symantec
Industry Computer Hardware
Experience
Symantec Corp. January 2014 - Present
Hewlett-Packard Company October 2010 - December 2013
Sterlin S.A. 2006 - 2010
Bear, Stearns & Co. 2002 - 2006
Credit Suisse First Boston 1998 - 2002
Skills
Capital Markets, Fixed Income, ALM, Treasury Management, Derivatives, Corporate Finance, Cash Flow Forecasting, Cash Management, Investment Banking, Risk Management, Financial Analysis, Hedging
Education
Cornell University
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
Cornell University
Masters of Engineering
Symantec Corp. January 2014 - Present
Hewlett-Packard Company October 2010 - December 2013
Sterlin S.A. 2006 - 2010
Bear, Stearns & Co. 2002 - 2006
Credit Suisse First Boston 1998 - 2002
Skills
Capital Markets, Fixed Income, ALM, Treasury Management, Derivatives, Corporate Finance, Cash Flow Forecasting, Cash Management, Investment Banking, Risk Management, Financial Analysis, Hedging
Education
Cornell University
Bachelor of Science (B.S.), Operations Research and Industrial Engineering
Cornell University
Masters of Engineering
Richard Harkey's Bear Stearns & Co. Experience October 2006 - November 2007
Job Vice President & Business Architect (Enterprise Business Analysis / Project Management Office)
Industry Financial Services
Experience
Pershing LLC March 2008 - Present
Bear Stearns & Co. October 2006 - November 2007
Fidelity Investments July 2003 - July 2006
UBS/PaineWebber March 1987 - July 2003
UBS / PaineWebber, continued... 1987 - 2003
UBS / PaineWebber, continued... 1987 - 2003
UBS / PaineWebber, continued.... 1987 - 2003
UBS / PaineWebber, continued 1987 - 2003
Skills
Securities, Financial Services, Investments, Asset Managment, Financial Analysis, Business Analysis, Financial Product..., Brokerage pricing,..., Soft Dollars, Business Process..., Directed Transactions, Trade Billing System
Education
University of Oregon 1980 — 1983
MBA, Finance & Accounting
Utah State University 1973 — 1977
B.S., Natural Resources, forestry
Pershing LLC March 2008 - Present
Bear Stearns & Co. October 2006 - November 2007
Fidelity Investments July 2003 - July 2006
UBS/PaineWebber March 1987 - July 2003
UBS / PaineWebber, continued... 1987 - 2003
UBS / PaineWebber, continued... 1987 - 2003
UBS / PaineWebber, continued.... 1987 - 2003
UBS / PaineWebber, continued 1987 - 2003
Skills
Securities, Financial Services, Investments, Asset Managment, Financial Analysis, Business Analysis, Financial Product..., Brokerage pricing,..., Soft Dollars, Business Process..., Directed Transactions, Trade Billing System
Education
University of Oregon 1980 — 1983
MBA, Finance & Accounting
Utah State University 1973 — 1977
B.S., Natural Resources, forestry
Jim Lamke's Bear Stearns & Co. Experience March 2006 - July 2008
Job Senior Vice President CoChief Compliance Officer/Sell Side at Sanford C. Bernstein
Industry Financial Services
Experience
Sanford C. Bernstein & Co., LLC July 2008 - Present
Bear Stearns & Co March 2006 - July 2008
Banc of America Securities LLC June 2005 - March 2006
BASS Trading (Currently BTIG) June 2003 - June 2005
Goldman Sachs / Spear Leeds & Kellogg June 1996 - April 2003
Spear, Leeds & Kellogg June 1996 - December 2000
NASD June 1989 - June 1996
NASD 1989 - 1996
Skills
Securities, Equities, Risk Management, Capital Markets, Fixed Income, Options, Trading, Derivatives, Portfolio Management, Trading Systems, Equity Trading, Financial Risk
Education
The Johns Hopkins University - Carey Business School 1994 — 1997
MS, Business Administration and Management, General
University of Maryland University College 1989 — 1991
BS, Business
Sanford C. Bernstein & Co., LLC July 2008 - Present
Bear Stearns & Co March 2006 - July 2008
Banc of America Securities LLC June 2005 - March 2006
BASS Trading (Currently BTIG) June 2003 - June 2005
Goldman Sachs / Spear Leeds & Kellogg June 1996 - April 2003
Spear, Leeds & Kellogg June 1996 - December 2000
NASD June 1989 - June 1996
NASD 1989 - 1996
Skills
Securities, Equities, Risk Management, Capital Markets, Fixed Income, Options, Trading, Derivatives, Portfolio Management, Trading Systems, Equity Trading, Financial Risk
Education
The Johns Hopkins University - Carey Business School 1994 — 1997
MS, Business Administration and Management, General
University of Maryland University College 1989 — 1991
BS, Business
Robert L. Felix's Bear Stearns & Co. Experience 2000 - 2008
Job VicePresident at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2014 - Present
JP Morgan April 1961 - Present
Bear Stearns & Co 2000 - 2008
Bear, Stearns 1961 - 2008
Education
New York University 1953 — 1957
New York University 1952 — 1957
BS, Finance
JP Morgan June 2014 - Present
JP Morgan April 1961 - Present
Bear Stearns & Co 2000 - 2008
Bear, Stearns 1961 - 2008
Education
New York University 1953 — 1957
New York University 1952 — 1957
BS, Finance
Aslam Mohammed's Bear Stearns & Co. Experience 2007 - 2008
Job Lead QA Engineer at OTC Markets Group Inc.
Industry Computer Software
Experience
OTC Markets Group Inc. October 2014 - Present
JPMorgan Chase 2008 - September 2014
Bear Stearns & Co 2007 - 2008
Putnam Investments May 1999 - June 2007
Skills
Trading Systems, SDLC, Quality Assurance, Oracle, Exadata, Sybase, SQL, DB2, Unix, Linux, Agile Methodologies, Requirements Analysis, Software Project..., Enterprise Architecture, Unix Shell Scripting, Perl, User Acceptance Testing, FIX, Market Data, Test Automation, QTP, Application Lifecycle..., Equity Trading, Compliance, OATS, FINRA, Best Execution, SMARTS, Fidessa, Kondor+, Order Management, JIRA, Test Management, Team Track, PVCS, Big Data, Exchange Connectivity, Buy-side, Broker-Dealer, Toad, SilkTest, Mainframe, Minerva, Mercury Test Tools, TIBCO, SSH, FX trading, Futures Trading, HP QTP, Test Planning
Education
Osmania University
Bachelor of Engineering, Computer Science
OTC Markets Group Inc. October 2014 - Present
JPMorgan Chase 2008 - September 2014
Bear Stearns & Co 2007 - 2008
Putnam Investments May 1999 - June 2007
Skills
Trading Systems, SDLC, Quality Assurance, Oracle, Exadata, Sybase, SQL, DB2, Unix, Linux, Agile Methodologies, Requirements Analysis, Software Project..., Enterprise Architecture, Unix Shell Scripting, Perl, User Acceptance Testing, FIX, Market Data, Test Automation, QTP, Application Lifecycle..., Equity Trading, Compliance, OATS, FINRA, Best Execution, SMARTS, Fidessa, Kondor+, Order Management, JIRA, Test Management, Team Track, PVCS, Big Data, Exchange Connectivity, Buy-side, Broker-Dealer, Toad, SilkTest, Mainframe, Minerva, Mercury Test Tools, TIBCO, SSH, FX trading, Futures Trading, HP QTP, Test Planning
Education
Osmania University
Bachelor of Engineering, Computer Science
David Chuang, CFA's Bear Stearns & Co. Experience June 2006 - July 2008
Job SVP Finance at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
J.P. Morgan July 2008 - December 2013
Bear Stearns & Co June 2006 - July 2008
Citi July 1999 - June 2006
Skills
Equities, Product Control, Valuation, Capital Markets, Financial Modeling, Banking, Corporate Finance, Financial Markets, Derivatives, Investment Banking, Financial Analysis, Corporate Development, Risk Management, Business Analysis, Finance, Financial Services, Options, Trading Systems, Equity Derivatives, Business Planning, Structured Products, Emerging Markets, Treasury, Credit Risk, Structured Finance
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science (B.S.), Finance and Management
The University of Hong Kong 2009 — 2011
Master of Laws (LL.M.), Financial and Corporate Law
Citi January 2014 - Present
J.P. Morgan July 2008 - December 2013
Bear Stearns & Co June 2006 - July 2008
Citi July 1999 - June 2006
Skills
Equities, Product Control, Valuation, Capital Markets, Financial Modeling, Banking, Corporate Finance, Financial Markets, Derivatives, Investment Banking, Financial Analysis, Corporate Development, Risk Management, Business Analysis, Finance, Financial Services, Options, Trading Systems, Equity Derivatives, Business Planning, Structured Products, Emerging Markets, Treasury, Credit Risk, Structured Finance
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelor of Science (B.S.), Finance and Management
The University of Hong Kong 2009 — 2011
Master of Laws (LL.M.), Financial and Corporate Law
Jeffrey Gold's Bear Stearns & Co. Experience 2005 - 2008
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. November 2005 - Present
Bear Stearns & Co. 2005 - 2008
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Equities, Series 7, Securities, Portfolio Management, Trading Systems, Investments, Asset Management, Electronic Trading, Capital Markets
Education
University of Michigan 1991 — 1995
B.A., History
JPMorgan Chase & Co. November 2005 - Present
Bear Stearns & Co. 2005 - 2008
Skills
Prime Brokerage, Hedge Funds, Fixed Income, Equities, Series 7, Securities, Portfolio Management, Trading Systems, Investments, Asset Management, Electronic Trading, Capital Markets
Education
University of Michigan 1991 — 1995
B.A., History
Gary Bredow, CPC's Bear Stearns & Co. Experience April 1990 - June 2008
Job Senior Management Consultant
Industry Investment Banking
Experience
Doshi Consulting Solutions, Inc May 2014 - Present
Information Technology/Financial Management April 2013 - April 2014
Silver Management Group Inc September 2012 - March 2013
BlackRock July 2011 - April 2012
JP Morgan June 2008 - July 2011
Bear Stearns & Co April 1990 - June 2008
Skills
Prime Brokerage, Equities, Fixed Income, Portfolio Management, Back Office, Reconciliation, Accounting
Education
IPEC (Institute for Professional Excellence in Coaching) 2013 — 2014
Certified Professional Coach, Energy Leadership Index Master Practitioner (ELI-MP), Business Coaching (Leadership & Executive)
Pace University
BBA, Information Technology & Management
Doshi Consulting Solutions, Inc May 2014 - Present
Information Technology/Financial Management April 2013 - April 2014
Silver Management Group Inc September 2012 - March 2013
BlackRock July 2011 - April 2012
JP Morgan June 2008 - July 2011
Bear Stearns & Co April 1990 - June 2008
Skills
Prime Brokerage, Equities, Fixed Income, Portfolio Management, Back Office, Reconciliation, Accounting
Education
IPEC (Institute for Professional Excellence in Coaching) 2013 — 2014
Certified Professional Coach, Energy Leadership Index Master Practitioner (ELI-MP), Business Coaching (Leadership & Executive)
Pace University
BBA, Information Technology & Management
Nicole Sheehan's Bear Stearns & Co. Experience March 2007 - March 2008
Job Director of Product Management
Industry Financial Services
Experience
DTCC March 2012 - Present
JPMORGAN CHASE/BEAR STEARNS March 2008 - April 2009
Bear Stearns July 1990 - March 2009
BEAR STEARNS & CO March 2007 - March 2008
BEAR STEARNS & CO September 1999 - March 2007
Bear Stearns October 1992 - September 1999
Bear Stearns July 1990 - October 1992
Skills
Swaps, Fixed Income, Derivatives, Settlements, Capital Markets, Investment Banking, Credit Derivatives, Interest Rate..., Middle Office, Series 7, Summit, Equities, Options, Collateral Management, Equity Derivatives, Prime Brokerage, ISDA, Equity Swaps, Swaptions
Education
Hofstra University 1987 — 1990
B.A, Finance
Hofstra University 1986 — 1990
BA, Finance
DTCC March 2012 - Present
JPMORGAN CHASE/BEAR STEARNS March 2008 - April 2009
Bear Stearns July 1990 - March 2009
BEAR STEARNS & CO March 2007 - March 2008
BEAR STEARNS & CO September 1999 - March 2007
Bear Stearns October 1992 - September 1999
Bear Stearns July 1990 - October 1992
Skills
Swaps, Fixed Income, Derivatives, Settlements, Capital Markets, Investment Banking, Credit Derivatives, Interest Rate..., Middle Office, Series 7, Summit, Equities, Options, Collateral Management, Equity Derivatives, Prime Brokerage, ISDA, Equity Swaps, Swaptions
Education
Hofstra University 1987 — 1990
B.A, Finance
Hofstra University 1986 — 1990
BA, Finance
Pantelis Colakis's Bear Stearns & Co. Experience June 2006 - August 2006
Job Head of Business Development at General Cybernetics, Inc.
Industry Information Technology and Services
Experience
General Cybernetics, Inc. September 2013 - Present
Copenhagen Business School September 2012 - August 2013
Wall Street Access November 2007 - November 2011
Wall Street Access January 2010 - November 2010
Wall Street Access November 2007 - February 2010
Bear, Stearns & Co. June 2006 - August 2006
Clarksons Hellas June 2005 - August 2005
Skills
Mergers, Mergers & Acquisitions, Financial Modeling, Investments, Finance, Corporate Finance, Spelling, Hedge Funds, Analysis, Counting, Financial Risk, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Derivatives, Financial Markets, Valuation, Risk Management, Alternative Investments, Public Speaking, Bloomberg Terminal, Teamwork, Equity Research, Due Diligence, Investment Strategies, Private Equity, Accounting, Strategy, Financial Analysis, Trading, Asset Management, Equities, Portfolio Management, Economics, Venture Capital
Education
Copenhagen Business School 2012 — 2013
MBA
Boston University Questrom School of Business 2003 — 2007
BsBA, Finance
General Cybernetics, Inc. September 2013 - Present
Copenhagen Business School September 2012 - August 2013
Wall Street Access November 2007 - November 2011
Wall Street Access January 2010 - November 2010
Wall Street Access November 2007 - February 2010
Bear, Stearns & Co. June 2006 - August 2006
Clarksons Hellas June 2005 - August 2005
Skills
Mergers, Mergers & Acquisitions, Financial Modeling, Investments, Finance, Corporate Finance, Spelling, Hedge Funds, Analysis, Counting, Financial Risk, Bloomberg, Fixed Income, Capital Markets, Investment Banking, Derivatives, Financial Markets, Valuation, Risk Management, Alternative Investments, Public Speaking, Bloomberg Terminal, Teamwork, Equity Research, Due Diligence, Investment Strategies, Private Equity, Accounting, Strategy, Financial Analysis, Trading, Asset Management, Equities, Portfolio Management, Economics, Venture Capital
Education
Copenhagen Business School 2012 — 2013
MBA
Boston University Questrom School of Business 2003 — 2007
BsBA, Finance
Tara Landau's Bear Stearns & Co. Experience July 1992 - August 1994
Job Private Accountant to the CEO/Family Office at Ellington Management Group
Industry Real Estate
Experience
The Trump Organization: Trump National 2001 - July 2011
UBS Investment Bank October 1998 - November 2001
Altschuler, Melvoin and Glasser LLP April 1997 - February 1998
Kenmar Advisory Corporation August 1994 - April 1997
Bear Stearns & Co July 1992 - August 1994
KPMG Peat Marwick 1987 - 1992
Skills
Financial Modeling, Cash Flow, Project Planning, Valuation, Leadership, Microsoft Excel, Management, Microsoft Office, Risk Management, Banking, Investments, Asset Management, Due Diligence, Strategic Planning, Analysis, Cash Flow Forecasting, Team Leadership, Insurance, Corporate Finance
Education
Pace University
BBA, Public Accounting
The Trump Organization: Trump National 2001 - July 2011
UBS Investment Bank October 1998 - November 2001
Altschuler, Melvoin and Glasser LLP April 1997 - February 1998
Kenmar Advisory Corporation August 1994 - April 1997
Bear Stearns & Co July 1992 - August 1994
KPMG Peat Marwick 1987 - 1992
Skills
Financial Modeling, Cash Flow, Project Planning, Valuation, Leadership, Microsoft Excel, Management, Microsoft Office, Risk Management, Banking, Investments, Asset Management, Due Diligence, Strategic Planning, Analysis, Cash Flow Forecasting, Team Leadership, Insurance, Corporate Finance
Education
Pace University
BBA, Public Accounting
Nicole Sheehan's Bear Stearns & Co. Experience March 2007 - March 2008
Job Independent Financial Services Consultant
Industry Financial Services
Experience
Bear Stearns April 2009 - Present
JPMORGAN CHASE/BEAR STEARNS March 2008 - April 2009
BEAR STEARNS & CO March 2007 - March 2008
Bear Stearns July 1990 - March 2008
BEAR STEARNS & CO September 1999 - March 2007
Bear Stearns October 1992 - September 1999
Bear Stearns July 1990 - October 1992
Skills
Interest Rate Swaps, Equity Swaps, Fixed Income, Derivatives, Prime Brokerage, Credit Derivatives, Investment Banking, Series 7, Summit, ISDA, Middle Office, Options, Collateral Management, Settlements, Capital Markets, Swaptions
Education
Hofstra University 1987 — 1990
B.A, Finance
Hofstra University 1986 — 1990
BA, Finance
Bear Stearns April 2009 - Present
JPMORGAN CHASE/BEAR STEARNS March 2008 - April 2009
BEAR STEARNS & CO March 2007 - March 2008
Bear Stearns July 1990 - March 2008
BEAR STEARNS & CO September 1999 - March 2007
Bear Stearns October 1992 - September 1999
Bear Stearns July 1990 - October 1992
Skills
Interest Rate Swaps, Equity Swaps, Fixed Income, Derivatives, Prime Brokerage, Credit Derivatives, Investment Banking, Series 7, Summit, ISDA, Middle Office, Options, Collateral Management, Settlements, Capital Markets, Swaptions
Education
Hofstra University 1987 — 1990
B.A, Finance
Hofstra University 1986 — 1990
BA, Finance
Gokul Prabhakar's Bear Stearns & Co. Experience November 2004 - March 2005
Job VP at J P Morgan Chase
Industry Financial Services
Experience
J P Morgan Chase January 2012 - Present
Barclays Capital September 2008 - Present
Lehman Brothers January 2007 - September 2008
Lehman Brothers April 2005 - September 2008
Lehman Brothers April 2005 - September 2008
Lehman Brothers April 2005 - September 2008
Lehman Brothers April 2005 - December 2006
Bear Stearns & Co November 2004 - March 2005
Bear Stearns & Co November 2004 - March 2005
Lucent Bell Labs Research July 2000 - October 2004
Skills
Acting, Options, Fixed Income, Derivatives, Integration, Market Risk, Trading, Trading Systems, Java, Risk Management, SDLC, Equity Derivatives, Sybase, Middle Office, Valuation, Financial Risk, Interest Rate..., Swaps, Rates, Quantitative Analytics, Electronic Trading
Education
Concordia University, Canada 1991 — 1996
Ph.D, Computer Science
Concordia University
Ph.D, Comp. Sci
Boston University 1987 — 1988
M.S., Computer Engineering
Boston University
M.S, Comp. Engg
REC Trichy 1983 — 1987
B.E. Hons, EEE
Regional Engineering College
B.E. (Hons), EEE
J P Morgan Chase January 2012 - Present
Barclays Capital September 2008 - Present
Lehman Brothers January 2007 - September 2008
Lehman Brothers April 2005 - September 2008
Lehman Brothers April 2005 - September 2008
Lehman Brothers April 2005 - September 2008
Lehman Brothers April 2005 - December 2006
Bear Stearns & Co November 2004 - March 2005
Bear Stearns & Co November 2004 - March 2005
Lucent Bell Labs Research July 2000 - October 2004
Skills
Acting, Options, Fixed Income, Derivatives, Integration, Market Risk, Trading, Trading Systems, Java, Risk Management, SDLC, Equity Derivatives, Sybase, Middle Office, Valuation, Financial Risk, Interest Rate..., Swaps, Rates, Quantitative Analytics, Electronic Trading
Education
Concordia University, Canada 1991 — 1996
Ph.D, Computer Science
Concordia University
Ph.D, Comp. Sci
Boston University 1987 — 1988
M.S., Computer Engineering
Boston University
M.S, Comp. Engg
REC Trichy 1983 — 1987
B.E. Hons, EEE
Regional Engineering College
B.E. (Hons), EEE
Monique Alves's Bear Stearns & Co. Experience May 2006 - August 2006
Job MBA Candidate, Class of 2017 at Tuck School of Business at Dartmouth / Operations, ZNews Africa
Industry Management Consulting
Experience
ZNews Africa January 2015 - Present
Barclays September 2012 - May 2015
Morgan Stanley March 2011 - September 2012
Societe Generale August 2010 - December 2010
Baruch College July 2009 - August 2010
Continuing Education Association of New York July 2009 - May 2010
City Year December 2008 - July 2009
Columbia University August 2006 - December 2008
Bear Stearns & Co May 2006 - August 2006
Columbia University July 2005 - May 2006
Education
Columbia University, Columbia CollegeNew 2003 — 2009
Bachelor of Arts, Economics
Baruch College, City University of New York (CUNY) 2009 — 2010
Continuing Studies
Columbia University in the City of New York 2003 — 2008
BA, Economics
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.), General Management, Tech, Entrepreneurship
ZNews Africa January 2015 - Present
Barclays September 2012 - May 2015
Morgan Stanley March 2011 - September 2012
Societe Generale August 2010 - December 2010
Baruch College July 2009 - August 2010
Continuing Education Association of New York July 2009 - May 2010
City Year December 2008 - July 2009
Columbia University August 2006 - December 2008
Bear Stearns & Co May 2006 - August 2006
Columbia University July 2005 - May 2006
Education
Columbia University, Columbia CollegeNew 2003 — 2009
Bachelor of Arts, Economics
Baruch College, City University of New York (CUNY) 2009 — 2010
Continuing Studies
Columbia University in the City of New York 2003 — 2008
BA, Economics
The Tuck School of Business at Dartmouth 2015 — 2017
Master of Business Administration (M.B.A.), General Management, Tech, Entrepreneurship
Graham Radler's Bear Stearns & Co. Experience May 2006 - November 2008
Job Baseline Energy Services, LP
Industry Oil & Energy
Experience
Baseline Energy Services, LP January 2012 - Present
Nomura Securities May 2011 - August 2011
Real Estate Partners February 2008 - August 2010
Water Harvest International January 2008 - 2010
BEAR STEARNS & CO May 2006 - November 2008
Skills
Word, Access, SQL, Business Objects, Portfolio Management, Investment Banking, Microsoft Office, Microsoft Word, Real Estate, Natural Gas, Financial Analysis, Upstream, Energy Industry, Strategic Planning, Business Analysis, Financial Modeling, Business Development, Trading, Mergers & Acquisitions, Analysis, Energy
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2012
MBA, Finance & Investments
Southern Methodist University - Cox School of Business 2007 — 2008
Masters Certificate in Finance, Finance
Southern Methodist University 2002 — 2006
Bachelor of the Arts, Political Science / International Studies
Baseline Energy Services, LP January 2012 - Present
Nomura Securities May 2011 - August 2011
Real Estate Partners February 2008 - August 2010
Water Harvest International January 2008 - 2010
BEAR STEARNS & CO May 2006 - November 2008
Skills
Word, Access, SQL, Business Objects, Portfolio Management, Investment Banking, Microsoft Office, Microsoft Word, Real Estate, Natural Gas, Financial Analysis, Upstream, Energy Industry, Strategic Planning, Business Analysis, Financial Modeling, Business Development, Trading, Mergers & Acquisitions, Analysis, Energy
Education
Texas Christian University - M.J. Neeley School of Business 2010 — 2012
MBA, Finance & Investments
Southern Methodist University - Cox School of Business 2007 — 2008
Masters Certificate in Finance, Finance
Southern Methodist University 2002 — 2006
Bachelor of the Arts, Political Science / International Studies
Ray Rudolph's Bear Stearns & Co. Experience 1986 - 2000
Job Senior Project Manager Engineer at Network Infrastructure, Inc
Industry Construction
Experience
Network Infrastructure, Inc 2007 - Present
OPC Communications NY January 2000 - January 2003
Bear Stearns & Co 1986 - 2000
Salomon Brothers 1983 - 1986
Skills
PMO, Constructware, Land Development, Construction Management, Disaster Recovery, Risk Management, Data Center, Municipalities, Stormwater Management, Project Planning, Microsoft Excel, Microsoft Office, AutoCAD, Site Plans, Construction, Network Architecture, Visio, Project Management, Infrastructure, Team Leadership, Contract Management, Program Management, Information Technology, Integration, Project Control, Contract Negotiation, Process Improvement, MS Project, Project Delivery, PMP, Enterprise Architecture, Value Engineering, Process Engineering, Infrastructure..., Facilities Management, Project Portfolio..., System Deployment, IT Management, Business Continuity, IT Strategy, IT Operations, Vendor Management, Outsourcing, Project Finance, Closeout, Telecommunications, Owners Representative, Owner Representation
Education
Manhattan College 1978 — 1982
Bachelor of Science (BS), CIS and Management
Christ the King High School
Academic
Network Infrastructure, Inc 2007 - Present
OPC Communications NY January 2000 - January 2003
Bear Stearns & Co 1986 - 2000
Salomon Brothers 1983 - 1986
Skills
PMO, Constructware, Land Development, Construction Management, Disaster Recovery, Risk Management, Data Center, Municipalities, Stormwater Management, Project Planning, Microsoft Excel, Microsoft Office, AutoCAD, Site Plans, Construction, Network Architecture, Visio, Project Management, Infrastructure, Team Leadership, Contract Management, Program Management, Information Technology, Integration, Project Control, Contract Negotiation, Process Improvement, MS Project, Project Delivery, PMP, Enterprise Architecture, Value Engineering, Process Engineering, Infrastructure..., Facilities Management, Project Portfolio..., System Deployment, IT Management, Business Continuity, IT Strategy, IT Operations, Vendor Management, Outsourcing, Project Finance, Closeout, Telecommunications, Owners Representative, Owner Representation
Education
Manhattan College 1978 — 1982
Bachelor of Science (BS), CIS and Management
Christ the King High School
Academic
Angela Kelly-Schowengerdt's Bear Stearns & Co. Experience July 1984 - November 1988
Job Executive Director of Finance
Industry Education Management
Experience
NYC Department of Education May 2012 - Present
NYC Department of Education May 2011 - May 2012
NYC Department of Education July 2008 - May 2011
NYC Department of Education September 2000 - July 2008
Bear Stearns & Co July 1984 - November 1988
Skills
Administration, Strategic Planning, Microsoft Office, Teaching, Grant Writing, Event Management, Budgets, Fundraising, Leadership Development, Project Management, Community Outreach, Educational Leadership, System Administration, Public Speaking, Policy, Program Management, Curriculum Design, Team Building, Non-profits, Research, Staff Development, Educational Technology
Education
St. John's University 1981 — 1983
BS, Computer Science
Wagner College 1978 — 1980
NYC Department of Education May 2012 - Present
NYC Department of Education May 2011 - May 2012
NYC Department of Education July 2008 - May 2011
NYC Department of Education September 2000 - July 2008
Bear Stearns & Co July 1984 - November 1988
Skills
Administration, Strategic Planning, Microsoft Office, Teaching, Grant Writing, Event Management, Budgets, Fundraising, Leadership Development, Project Management, Community Outreach, Educational Leadership, System Administration, Public Speaking, Policy, Program Management, Curriculum Design, Team Building, Non-profits, Research, Staff Development, Educational Technology
Education
St. John's University 1981 — 1983
BS, Computer Science
Wagner College 1978 — 1980
John Ripperger's Bear Stearns & Co. Experience April 1995 - March 2007
Job Managing Director
Industry Financial Services
Experience
Brevan Howard July 2013 - Present
Ally Financial Inc. March 2011 - June 2013
Tempus Pax January 2009 - September 2009
Bear Stearns & Co April 1995 - March 2007
UBS Investment Bank August 1992 - April 1995
Chemical Bank November 1987 - July 1992
Hilliard Farber and Co. June 1983 - October 1987
Skills
Bloomberg, Capital Markets, Derivatives, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BS, Accounting
Brevan Howard July 2013 - Present
Ally Financial Inc. March 2011 - June 2013
Tempus Pax January 2009 - September 2009
Bear Stearns & Co April 1995 - March 2007
UBS Investment Bank August 1992 - April 1995
Chemical Bank November 1987 - July 1992
Hilliard Farber and Co. June 1983 - October 1987
Skills
Bloomberg, Capital Markets, Derivatives, Asset Management
Education
University of Delaware - Lerner College of Business and Economics 1979 — 1983
BS, Accounting
Ivan Castro's Bear Stearns & Co. Experience 1999 - 2007
Job Vice President at Goldman Sachs
Industry Banking
Experience
Goldman Sachs January 2014 - Present
Goldman Sachs & Co November 2007 - Present
Bear Stearns & Co 1999 - 2007
Skills
Futures, Compliance, Regulatory Affairs, Inquiries, Regulatory Audits, Equities, Prime Brokerage, Securities, Risk Management, Options, Derivatives, Equity Derivatives, Trading Systems, Capital Markets, Bloomberg, Electronic Trading, Middle Office, Securities Lending, Swaps, Equity Trading, Structured Products, Credit Derivatives, Dodd-Frank, Settlement, Financial Regulation, Securities Regulation, AML
Education
Saint Peter's University
Goldman Sachs January 2014 - Present
Goldman Sachs & Co November 2007 - Present
Bear Stearns & Co 1999 - 2007
Skills
Futures, Compliance, Regulatory Affairs, Inquiries, Regulatory Audits, Equities, Prime Brokerage, Securities, Risk Management, Options, Derivatives, Equity Derivatives, Trading Systems, Capital Markets, Bloomberg, Electronic Trading, Middle Office, Securities Lending, Swaps, Equity Trading, Structured Products, Credit Derivatives, Dodd-Frank, Settlement, Financial Regulation, Securities Regulation, AML
Education
Saint Peter's University
Jason Mysliwiec's Bear Stearns & Co. Experience August 2001 - March 2003
Job Financial Analysis Professional
Industry Financial Services
Experience
Stryker March 2014 - August 2014
University of Notre Dame August 2013 - November 2013
Meridian Title Corporation July 2010 - January 2011
Dutchtowne Cabinetry April 2009 - November 2009
Lehman Brothers November 2003 - March 2008
Bear Stearns & Co August 2001 - March 2003
Skills
Financial Analysis, Financial Accounting, Corporate Finance, Financial Services, Sales, Investments
Education
University of Notre Dame; Notre
Master, Business Administration; Corporate Finance and Investments
Pepperdine University
Bachelor of Science, Business Administration; Finance and Management
South Bend Saint Joseph's
University of Notre Dame
Stryker March 2014 - August 2014
University of Notre Dame August 2013 - November 2013
Meridian Title Corporation July 2010 - January 2011
Dutchtowne Cabinetry April 2009 - November 2009
Lehman Brothers November 2003 - March 2008
Bear Stearns & Co August 2001 - March 2003
Skills
Financial Analysis, Financial Accounting, Corporate Finance, Financial Services, Sales, Investments
Education
University of Notre Dame; Notre
Master, Business Administration; Corporate Finance and Investments
Pepperdine University
Bachelor of Science, Business Administration; Finance and Management
South Bend Saint Joseph's
University of Notre Dame
Christian N Arriz's Bear Stearns & Co. Experience 1999 - 2008
Job Financial Advisor at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2014 - Present
Cowen and Company 2011 - 2013
BNP Paribas 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns & Co 1999 - 2008
Bankers Trust Company 1993 - 1999
Bernard Johnson Incorporated 1988 - 1992
Skills
Equity Derivatives, Options, Trading, Structured Products, Hedge Funds, Fixed Income, Derivatives, Equities
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, with Honors
University of Pennsylvania 1984 — 1988
BSE, Civil Engineering
St. Mark's School 1982 — 1984
Morgan Stanley 2014 - Present
Cowen and Company 2011 - 2013
BNP Paribas 2009 - 2011
JPMorgan Chase 2008 - 2009
Bear Stearns & Co 1999 - 2008
Bankers Trust Company 1993 - 1999
Bernard Johnson Incorporated 1988 - 1992
Skills
Equity Derivatives, Options, Trading, Structured Products, Hedge Funds, Fixed Income, Derivatives, Equities
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance, with Honors
University of Pennsylvania 1984 — 1988
BSE, Civil Engineering
St. Mark's School 1982 — 1984
Jaime J. Rodriguez's Bear Stearns & Co. Experience March 1983 - March 2008
Job Director, Facilities Operations at CBS Corporation
Industry Facilities Services
Experience
CBS Corporation April 2012 - Present
CBS Corporation August 2009 - April 2012
JPMorgan Chase - Merger March 2008 - January 2009
Bear Stearns & Co March 1983 - March 2008
United States Marine Corps July 1980 - March 1983
Education
Sarah J Hale High School 1976 — 1980
Business Administration and Management
New York University 2009 — 2010
School of Continuing Professional Studies, Facilities Planning and Management Certification
Green Building Education Services
GREEN Building and LEED Fundamentals Certification
New York Real Estate Institute
Commercial Real Estate - NYS Approved
New York University
School of Continuing Professional Studies, OSHA Certification - 8 Hour Class
CBS Corporation April 2012 - Present
CBS Corporation August 2009 - April 2012
JPMorgan Chase - Merger March 2008 - January 2009
Bear Stearns & Co March 1983 - March 2008
United States Marine Corps July 1980 - March 1983
Education
Sarah J Hale High School 1976 — 1980
Business Administration and Management
New York University 2009 — 2010
School of Continuing Professional Studies, Facilities Planning and Management Certification
Green Building Education Services
GREEN Building and LEED Fundamentals Certification
New York Real Estate Institute
Commercial Real Estate - NYS Approved
New York University
School of Continuing Professional Studies, OSHA Certification - 8 Hour Class
Joseph Lachacz's Bear Stearns & Co. Experience January 1997 - April 2005
Job Information Technology and Services Professional
Industry Information Technology and Services
Experience
EMC October 2005 - July 2008
EMC CORPORATION October 2005 - July 2008
BEAR STEARNS & CO January 1997 - April 2005
Bear Stearns 1997 - 2005
Education
ECPI University 1996 — 1996
Diploma Computer Technology, Computer Technology
Community College of Piedmont North Carolina
Diploma, ECPI Business School, Computer Technology Computer Engineering Courses
EMC October 2005 - July 2008
EMC CORPORATION October 2005 - July 2008
BEAR STEARNS & CO January 1997 - April 2005
Bear Stearns 1997 - 2005
Education
ECPI University 1996 — 1996
Diploma Computer Technology, Computer Technology
Community College of Piedmont North Carolina
Diploma, ECPI Business School, Computer Technology Computer Engineering Courses
Mike Torrens's Bear Stearns & Co. Experience June 1999 - October 2008
Job Business Manager, Core at Bloomberg L.P.,New York
Industry Financial Services
Experience
Bloomberg L.P.,New York February 2011 - Present
The Bank of New York Mellon November 2009 - February 2011
ZAIS Solutions, LLC 2008 - 2009
BEAR STEARNS & CO June 1999 - October 2008
Barra / GAT New York January 1997 - June 1999
Goldman Sachs January 1986 - February 1996
Skills
Financial Structuring, Fixed Income, CDO, ABS, Structured Finance, Series 7, Bonds, Residential Mortgages, Capital Markets, Securities, Valuation, Alternative Investments, Finance, Portfolio Management, Hedge Funds, Securitization, Structured Products, Credit, Bloomberg, Mortgage Lending, Credit Derivatives, Derivatives, Investment Banking
Education
Kingsborough Community College 1976 — 1979
AAS, Accounting
Bloomberg L.P.,New York February 2011 - Present
The Bank of New York Mellon November 2009 - February 2011
ZAIS Solutions, LLC 2008 - 2009
BEAR STEARNS & CO June 1999 - October 2008
Barra / GAT New York January 1997 - June 1999
Goldman Sachs January 1986 - February 1996
Skills
Financial Structuring, Fixed Income, CDO, ABS, Structured Finance, Series 7, Bonds, Residential Mortgages, Capital Markets, Securities, Valuation, Alternative Investments, Finance, Portfolio Management, Hedge Funds, Securitization, Structured Products, Credit, Bloomberg, Mortgage Lending, Credit Derivatives, Derivatives, Investment Banking
Education
Kingsborough Community College 1976 — 1979
AAS, Accounting
Dominic Mangonon's Bear Stearns & Co. Experience June 2006 - August 2006
Job Senior Associate Intern Advisory at PwC
Industry Financial Services
Experience
PwC - Financial Services Advisory June 2014 - August 2014
BNP Paribas, Prime Brokerage Inc. July 2010 - May 2013
BNP Paribas July 2008 - July 2010
Targum Publishing Co. July 2007 - May 2008
Viacom June 2007 - August 2007
Schembre & Gannon, CPAs January 2007 - April 2007
Bear, Stearns & Co. June 2006 - August 2006
Skills
Middle Office, Derivatives, Collateral Management, Equity Derivatives, Fixed Income, Microsoft Word, Commodity, Investment Banking
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategy, Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
B.S., Finance
PwC - Financial Services Advisory June 2014 - August 2014
BNP Paribas, Prime Brokerage Inc. July 2010 - May 2013
BNP Paribas July 2008 - July 2010
Targum Publishing Co. July 2007 - May 2008
Viacom June 2007 - August 2007
Schembre & Gannon, CPAs January 2007 - April 2007
Bear, Stearns & Co. June 2006 - August 2006
Skills
Middle Office, Derivatives, Collateral Management, Equity Derivatives, Fixed Income, Microsoft Word, Commodity, Investment Banking
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Strategy, Finance, International Business
Rutgers, The State University of New Jersey-New Brunswick 2004 — 2008
B.S., Finance
Spike Whitney's Bear Stearns & Co. Experience October 2007 - May 2008
Job Associate at CommonWealth Partners
Industry Commercial Real Estate
Experience
CommonWealth Partners May 2012 - Present
Deloitte & Touche September 2010 - May 2012
RBC Wealth Management April 2008 - August 2008
Bear Stearns & Co. October 2007 - May 2008
Skills
Commercial Real Estate..., Real Estate Private..., Asset Management, Due Diligence, Valuation, Financial Reporting, Financial Analysis, Financial Accounting, External Audit, Financial Modeling, SEC filings, Business Valuation, Real Estate Economics, Portfolio Management
Education
University of Southern California
B.S., Accounting
The Hotchkiss School
CommonWealth Partners May 2012 - Present
Deloitte & Touche September 2010 - May 2012
RBC Wealth Management April 2008 - August 2008
Bear Stearns & Co. October 2007 - May 2008
Skills
Commercial Real Estate..., Real Estate Private..., Asset Management, Due Diligence, Valuation, Financial Reporting, Financial Analysis, Financial Accounting, External Audit, Financial Modeling, SEC filings, Business Valuation, Real Estate Economics, Portfolio Management
Education
University of Southern California
B.S., Accounting
The Hotchkiss School
William Meehan's Bear Stearns & Co. Experience January 1998 - March 2005
Job Senior Compliance Officer at CIBC World Markets Corp.
Industry Capital Markets
Experience
CIBC World Markets Corp. December 2011 - Present
MF Global Inc. November 2009 - December 2011
Bank of America Merrill Lynch June 2007 - October 2009
Boston Stock Exchange March 2005 - June 2007
Bear, Stearns & Co. January 1998 - March 2005
Skills
Dodd-Frank, Capital Markets, Equities, Equity Derivatives, Fixed Income, Commodities, Electronic Trading, Swaps, Securities Regulation, Trading Systems, Compliance, Securities
Education
Fordham Law School 1995 — 1999
JD
Saint Peters University
BA, Political Science
Bergen Catholic High School
CIBC World Markets Corp. December 2011 - Present
MF Global Inc. November 2009 - December 2011
Bank of America Merrill Lynch June 2007 - October 2009
Boston Stock Exchange March 2005 - June 2007
Bear, Stearns & Co. January 1998 - March 2005
Skills
Dodd-Frank, Capital Markets, Equities, Equity Derivatives, Fixed Income, Commodities, Electronic Trading, Swaps, Securities Regulation, Trading Systems, Compliance, Securities
Education
Fordham Law School 1995 — 1999
JD
Saint Peters University
BA, Political Science
Bergen Catholic High School
Nathan Frye's Bear Stearns & Co. Experience June 1998 - September 2000
Job Financial Services Professional
Industry Financial Services
Experience
Capital One Home Loans June 2013 - September 2014
Bank of America February 2012 - June 2013
Tax Loans USA/Associates Mortgage Company September 2010 - January 2012
Nexbank Securities Incorporated April 2008 - November 2008
Pulse Trading Incorporated August 2006 - April 2008
Direct Trading Incorporated August 2001 - July 2006
Precept Capital Management October 2000 - July 2001
Bear Stearns & Co June 1998 - September 2000
Skills
Equities, Trading, Options, Portfolio Management, Electronic Trading, Risk, Stock, Hedge Funds, Asset Management, Bloomberg, Bonds, Equity Trading, Proprietary Trading, Trading Systems, Trading Strategies, Investment Banking, Derivatives, Technical Analysis, Fixed Income, Commodities, Volatility, Traders, Global Macro, Equity Derivatives, ETFs, Market Making, Hedging, Mutual Funds, Financial Markets, Investments, Risk Management, Capital Markets, Stocks, Valuation, Back Office, Securities, Mortgage Lending, Residential Mortgages, Mortgage Industry, Mortgage Planning, Asset Based Lending, Consumer Lending
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A, Finance
University of Denver
Bachelor of Arts, Economics
Capital One Home Loans June 2013 - September 2014
Bank of America February 2012 - June 2013
Tax Loans USA/Associates Mortgage Company September 2010 - January 2012
Nexbank Securities Incorporated April 2008 - November 2008
Pulse Trading Incorporated August 2006 - April 2008
Direct Trading Incorporated August 2001 - July 2006
Precept Capital Management October 2000 - July 2001
Bear Stearns & Co June 1998 - September 2000
Skills
Equities, Trading, Options, Portfolio Management, Electronic Trading, Risk, Stock, Hedge Funds, Asset Management, Bloomberg, Bonds, Equity Trading, Proprietary Trading, Trading Systems, Trading Strategies, Investment Banking, Derivatives, Technical Analysis, Fixed Income, Commodities, Volatility, Traders, Global Macro, Equity Derivatives, ETFs, Market Making, Hedging, Mutual Funds, Financial Markets, Investments, Risk Management, Capital Markets, Stocks, Valuation, Back Office, Securities, Mortgage Lending, Residential Mortgages, Mortgage Industry, Mortgage Planning, Asset Based Lending, Consumer Lending
Education
University of Denver - Daniels College of Business
Master of Business Administration (M.B.A, Finance
University of Denver
Bachelor of Arts, Economics
Brent Giese's Bear Stearns & Co. Experience March 1998 - June 2008
Job Executive Director Fixed Income at Daiwa Capital Markets America
Industry Financial Services
Experience
Daiwa Capital Markets America June 2011 - Present
Janney Montgomery Scott March 2010 - May 2011
MountainView Capital Group August 2008 - March 2010
Bear Stearns & Co March 1998 - June 2008
UBS Securities February 1992 - March 1998
JPMorgan Securities May 1986 - February 1992
Education
Duke University 1982 — 1986
BA, Economics
Daiwa Capital Markets America June 2011 - Present
Janney Montgomery Scott March 2010 - May 2011
MountainView Capital Group August 2008 - March 2010
Bear Stearns & Co March 1998 - June 2008
UBS Securities February 1992 - March 1998
JPMorgan Securities May 1986 - February 1992
Education
Duke University 1982 — 1986
BA, Economics
Parag Nagarkar's Bear Stearns & Co. Experience December 1999 - May 2008
Job Vice President at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank April 2015 - Present
JPMorgan Chase May 2014 - March 2015
Credit Suisse September 2012 - November 2013
JPMorgan Chase December 1999 - August 2012
Bear Stearns & Co. December 1999 - May 2008
Skills
Fixed Income, Portfolio Management, Securitization, Management, Java, Collateral Management, Capital Markets, Structured Products, Credit Derivatives, Investment Banking, SDLC, Vendor Management, Program Management, Valuation, Options, Software Project..., Project Management, Business Analysis, IT Strategy, Requirements Analysis, Agile Methodologies
Education
University of Toledo 1991 — 1994
MS, Civil Engineering
University of Pune 1985 — 1989
BE, Civil Engineering
Hansraj Morarji Public School
Deutsche Bank April 2015 - Present
JPMorgan Chase May 2014 - March 2015
Credit Suisse September 2012 - November 2013
JPMorgan Chase December 1999 - August 2012
Bear Stearns & Co. December 1999 - May 2008
Skills
Fixed Income, Portfolio Management, Securitization, Management, Java, Collateral Management, Capital Markets, Structured Products, Credit Derivatives, Investment Banking, SDLC, Vendor Management, Program Management, Valuation, Options, Software Project..., Project Management, Business Analysis, IT Strategy, Requirements Analysis, Agile Methodologies
Education
University of Toledo 1991 — 1994
MS, Civil Engineering
University of Pune 1985 — 1989
BE, Civil Engineering
Hansraj Morarji Public School
Susan Valenti's Bear Stearns & Co. Experience 1987 - 1991
Job Managing Director at Wells Fargo Securities LLC
Industry Banking
Experience
Wells Fargo Securities LLC March 2010 - Present
Egan-Jones Structured Products April 2009 - September 2009
Deutsche Bank Securities July 2004 - December 2008
Bear, Stearns & Co. Inc. 2002 - 2004
MBIA Insurance Corporation 2000 - 2002
GE Capital Corporation 1999 - 2000
ContiFinancial Corporation September 1994 - December 1999
CS First Boston Corporation 1991 - 1994
Bear, Stearns & Co. 1987 - 1991
Salmon Brothers Inc 1984 - 1987
Skills
Securitization, MBS, Capital Markets, Finance, Financial Structuring, Structured Finance, Structured Products, Fixed Income, ABS, Investment Banking, Loans, Commercial Mortgages, Bloomberg, Securities, Valuation, Derivatives, Hedge Funds, Credit, Series 7, Series 63, Series 24
Education
Bucknell University 1980 — 1984
BS, Mathematics
Darien High School 1976 — 1980
College Prep
Wells Fargo Securities LLC March 2010 - Present
Egan-Jones Structured Products April 2009 - September 2009
Deutsche Bank Securities July 2004 - December 2008
Bear, Stearns & Co. Inc. 2002 - 2004
MBIA Insurance Corporation 2000 - 2002
GE Capital Corporation 1999 - 2000
ContiFinancial Corporation September 1994 - December 1999
CS First Boston Corporation 1991 - 1994
Bear, Stearns & Co. 1987 - 1991
Salmon Brothers Inc 1984 - 1987
Skills
Securitization, MBS, Capital Markets, Finance, Financial Structuring, Structured Finance, Structured Products, Fixed Income, ABS, Investment Banking, Loans, Commercial Mortgages, Bloomberg, Securities, Valuation, Derivatives, Hedge Funds, Credit, Series 7, Series 63, Series 24
Education
Bucknell University 1980 — 1984
BS, Mathematics
Darien High School 1976 — 1980
College Prep
Christopher Cillis's Bear Stearns & Co. Experience June 2007 - April 2008
Job Finance Manager
Industry Financial Services
Experience
First Data Corporation July 2014 - Present
Morgan Stanley August 2012 - June 2014
Goldman Sachs April 2011 - July 2012
Royal Bank of Scotland April 2008 - April 2011
Bear, Stearns & Co. June 2007 - April 2008
Skills
Finance, Financial Analysis, Product Control, Financial Reporting, PnL, Commodity, Credit, Bonds, Loans, CDS, Risk Management, Pricing, Balance Sheet, Revenue Recognition, Month End Close, Budgets, Account Reconciliation, Financial Services, Variance Analysis, Accounting
Education
Fordham Gabelli School of Business 2009 — 2011
Masters in Business Administration, Finance and Business Economics
Fairfield University 2003 — 2007
Bachelor of Science, Accounting
Yorktown High School 1999 — 2003
First Data Corporation July 2014 - Present
Morgan Stanley August 2012 - June 2014
Goldman Sachs April 2011 - July 2012
Royal Bank of Scotland April 2008 - April 2011
Bear, Stearns & Co. June 2007 - April 2008
Skills
Finance, Financial Analysis, Product Control, Financial Reporting, PnL, Commodity, Credit, Bonds, Loans, CDS, Risk Management, Pricing, Balance Sheet, Revenue Recognition, Month End Close, Budgets, Account Reconciliation, Financial Services, Variance Analysis, Accounting
Education
Fordham Gabelli School of Business 2009 — 2011
Masters in Business Administration, Finance and Business Economics
Fairfield University 2003 — 2007
Bachelor of Science, Accounting
Yorktown High School 1999 — 2003
Charlotte Barreda's Bear Stearns & Co. Experience 2001 - 2004
Job Vice President at JP Morgan Securities
Industry Financial Services
Experience
JP Morgan Securities 2013 - Present
JP Morgan 2010 - 2013
J.P. Morgan 2008 - 2009
J.P. Morgan 2006 - 2008
Bear Stearns 2004 - 2006
Bear Stearns & Co 2001 - 2004
Bear Stearns & Co. 1998 - 2001
Skills
Equities, Fixed Income, Investments, Financial Services, Securities, Employee Relations, Trading Systems, AML, Onboarding, High Net Worth..., Investment Advisory
Education
New York University
Certificate, Learning and Training Development
Schiller University 1988 — 1989
German Language
Rutgers University-New Brunswick
BS in Political Science and BA in German Language, Arts and Sciences
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
Harvey L. Katz's Bear Stearns & Co. Experience 1996 - 2000
Job Retired Securities Analyst | Entreprenuer | Private Company Owner/CEO
Industry Investment Management
Experience
Other Experience 1997 - 2007
Bear Stearns & Co 1996 - 2000
Blackford Securities 1995 - 1996
Weiss, Peck & Greer 1990 - 1994
Salomon Brothers 1986 - 1990
Woolcott & Co.(Louis Nicoud & Associates) 1985 - 1986
DiGate Companies 1973 - 1984
Dowling & Company (Hermes Investments) 1971 - 1973
Other Experience 1968 - 1971
Skills
Security Analysis, Small Business..., Financial Analysis, Operations Management, Strategic Financial..., Special Situations
Education
Harvard Business School 1966 — 1968
Master of Business Administration (MBA), Concentration in Finance
University of Pennsylvania 1962 — 1966
B.A., Economics
Other Experience 1997 - 2007
Bear Stearns & Co 1996 - 2000
Blackford Securities 1995 - 1996
Weiss, Peck & Greer 1990 - 1994
Salomon Brothers 1986 - 1990
Woolcott & Co.(Louis Nicoud & Associates) 1985 - 1986
DiGate Companies 1973 - 1984
Dowling & Company (Hermes Investments) 1971 - 1973
Other Experience 1968 - 1971
Skills
Security Analysis, Small Business..., Financial Analysis, Operations Management, Strategic Financial..., Special Situations
Education
Harvard Business School 1966 — 1968
Master of Business Administration (MBA), Concentration in Finance
University of Pennsylvania 1962 — 1966
B.A., Economics
Pierce Onthank's Bear Stearns & Co. Experience 1985 - 1988
Job President & CEO at American Energy group Ltd
Industry Oil & Energy
Experience
American Energy group Ltd 2003 - Present
Crary Onthank & O'Neil 1998 - 2003
Auerbach Pollak & Richardson Inc. 1996 - 1998
Shearson Lehman Brothers 1994 - 1996
Paine Webber 1990 - 1994
Drexel Burnham Lambert 1988 - 1990
Bear Stearns & Co 1985 - 1988
Merrill Lynch, Pierce, Fenner & Smithh 1984 - 1985
Skills
Mergers, Strategic Planning, Business Strategy, Energy, Petroleum, Venture Capital, Gas, New Business Development, Management Consulting, Start-ups, Business Development, Strategy, Mergers & Acquisitions, Executive Management, Financial Modeling, Entrepreneurship, Portfolio Management, Finance, Investments, Equities, Management, Private Equity, Due Diligence, Risk Management, Joint Ventures, Business Planning
Education
Denison University 1979 — 1983
BA, Economics, Varsity Baseball (Pitcher), Varsity Soccer (Goalie)
Denison University 1979 — 1983
Bachelor of Arts (B.A.), Economics
Loomis Chaffee Prep School 1976 — 1979
American Energy group Ltd 2003 - Present
Crary Onthank & O'Neil 1998 - 2003
Auerbach Pollak & Richardson Inc. 1996 - 1998
Shearson Lehman Brothers 1994 - 1996
Paine Webber 1990 - 1994
Drexel Burnham Lambert 1988 - 1990
Bear Stearns & Co 1985 - 1988
Merrill Lynch, Pierce, Fenner & Smithh 1984 - 1985
Skills
Mergers, Strategic Planning, Business Strategy, Energy, Petroleum, Venture Capital, Gas, New Business Development, Management Consulting, Start-ups, Business Development, Strategy, Mergers & Acquisitions, Executive Management, Financial Modeling, Entrepreneurship, Portfolio Management, Finance, Investments, Equities, Management, Private Equity, Due Diligence, Risk Management, Joint Ventures, Business Planning
Education
Denison University 1979 — 1983
BA, Economics, Varsity Baseball (Pitcher), Varsity Soccer (Goalie)
Denison University 1979 — 1983
Bachelor of Arts (B.A.), Economics
Loomis Chaffee Prep School 1976 — 1979
Peter Ray, PMP's Bear Stearns & Co. Experience December 2004 - June 2008
Job Director, Program Manager |Strategic Initiatives, Financial Services
Industry Financial Services
Experience
TD Securities (USA) LLC August 2010 - August 2014
JP Morgan June 2008 - August 2010
Bear Stearns & Co December 2004 - June 2008
MSCI Barra April 2002 - December 2004
Morgan Stanley & Co April 2000 - April 2002
Fidelity Investments Corp June 1993 - April 2000
Skills
Program Management, Project Management, PMLC, SDLC, Project Portfolio..., Change Management, New Business Development, Strategic Planning, Budget Forecasts, Fixed Income, Fixed Income Electronic..., Treasury Market Best..., Capital Markets, Equities, Derivatives, Portfolio Management, Securities, Risk Management, Series 7, Structured Retail..., Globalization, Network Aggregation, MBS Repo, PnL Attribution, Dodd-Frank, SEF, Primary Dealer, PMP, Market Pricing, Prime Brokerage, Operations Management, Fixed Income Indices, Integration, Loan Origination, Underwriting, Lead Change, Business Analysis, Acquisition Integration, Financial Services, Management, Finance, Business Process..., Trade Life Cycle
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2001
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1993 — 1995
BS, Finance
TD Securities (USA) LLC August 2010 - August 2014
JP Morgan June 2008 - August 2010
Bear Stearns & Co December 2004 - June 2008
MSCI Barra April 2002 - December 2004
Morgan Stanley & Co April 2000 - April 2002
Fidelity Investments Corp June 1993 - April 2000
Skills
Program Management, Project Management, PMLC, SDLC, Project Portfolio..., Change Management, New Business Development, Strategic Planning, Budget Forecasts, Fixed Income, Fixed Income Electronic..., Treasury Market Best..., Capital Markets, Equities, Derivatives, Portfolio Management, Securities, Risk Management, Series 7, Structured Retail..., Globalization, Network Aggregation, MBS Repo, PnL Attribution, Dodd-Frank, SEF, Primary Dealer, PMP, Market Pricing, Prime Brokerage, Operations Management, Fixed Income Indices, Integration, Loan Origination, Underwriting, Lead Change, Business Analysis, Acquisition Integration, Financial Services, Management, Finance, Business Process..., Trade Life Cycle
Education
St. John's University, The Peter J. Tobin College of Business 1999 — 2001
MBA, Finance
St. John's University, The Peter J. Tobin College of Business 1993 — 1995
BS, Finance
Suzanne Martin-Ridge's Bear Stearns & Co. Experience March 1990 - June 2008
Job Development Assistant at Boston College
Industry Higher Education
Experience
Boston College Law School July 2015 - Present
Coldwell Banker Real Estate June 2010 - July 2015
BEAR STEARNS & CO March 1990 - June 2008
Skills
Equities, Fixed Income, Trading, Portfolio Management, Bloomberg, Financial Markets, Hedge Funds
Education
University of Massachusetts, Amherst
Bachelor of Arts, Journalism
Boston College Law School July 2015 - Present
Coldwell Banker Real Estate June 2010 - July 2015
BEAR STEARNS & CO March 1990 - June 2008
Skills
Equities, Fixed Income, Trading, Portfolio Management, Bloomberg, Financial Markets, Hedge Funds
Education
University of Massachusetts, Amherst
Bachelor of Arts, Journalism
Marian Zucker's Bear Stearns & Co. Experience 1983 - 1986
Job President of Finance & Development at New York State Homes & Community Renewal
Industry Financial Services
Experience
New York State Homes & Community Renewal February 2007 - Present
Suffolk County July 2001 - February 2007
PaineWebber, Inc. 1994 - 1999
Dean Witter Reynolds Inc. 1991 - 1993
Security Pacific Merchant Bank 1986 - 1991
Bear, Stearns & Co. 1983 - 1986
NYC Department of Housing, Preservation & Development 1980 - 1983
Skills
Economic Development, Finance, Investment Properties, Mortgage Lending, Affordable Housing, Due Diligence, Program Management, Bonds, Loans, Real Estate Development, Nonprofits, Social Housing, Portfolio Management, Fundraising, Underwriting, Credit, Real Estate Economics, Property, Strategic Planning, Asset Management
Education
Harvard University Graduate School of Design
Masters, City and Regional Planning
State University of New York College at Buffalo
Bachelor’s Degree, Education
New York State Homes & Community Renewal February 2007 - Present
Suffolk County July 2001 - February 2007
PaineWebber, Inc. 1994 - 1999
Dean Witter Reynolds Inc. 1991 - 1993
Security Pacific Merchant Bank 1986 - 1991
Bear, Stearns & Co. 1983 - 1986
NYC Department of Housing, Preservation & Development 1980 - 1983
Skills
Economic Development, Finance, Investment Properties, Mortgage Lending, Affordable Housing, Due Diligence, Program Management, Bonds, Loans, Real Estate Development, Nonprofits, Social Housing, Portfolio Management, Fundraising, Underwriting, Credit, Real Estate Economics, Property, Strategic Planning, Asset Management
Education
Harvard University Graduate School of Design
Masters, City and Regional Planning
State University of New York College at Buffalo
Bachelor’s Degree, Education
Ryan J Powers-Tapp's Bear Stearns & Co. Experience November 2005 - July 2007
Job Director Acquisitions and Dispositions at Klosed Properties
Industry Financial Services
Experience
Klosed Properties March 2014 - Present
Klosed Properties May 2013 - Present
Citco Fund Services October 2007 - January 2012
JP Morgan Chase July 2007 - August 2007
Bear Stearns & Co November 2005 - July 2007
PricewaterhouseCoopers January 2005 - November 2005
Federal Reserve Bank of New York 2002 - 2004
Education
New York University 2011 — 2012
MS, Real Estate
Pennsylvania State University 2000 — 2004
BS, Accounting and International Business
Universidad de Costa Rica 2004 — 2004
Study Abroad, International Business
Klosed Properties March 2014 - Present
Klosed Properties May 2013 - Present
Citco Fund Services October 2007 - January 2012
JP Morgan Chase July 2007 - August 2007
Bear Stearns & Co November 2005 - July 2007
PricewaterhouseCoopers January 2005 - November 2005
Federal Reserve Bank of New York 2002 - 2004
Education
New York University 2011 — 2012
MS, Real Estate
Pennsylvania State University 2000 — 2004
BS, Accounting and International Business
Universidad de Costa Rica 2004 — 2004
Study Abroad, International Business
Ms. Varditra Reid's Bear Stearns & Co. Experience November 2000 - June 2005
Job Vice President at Citigroup Inc.
Industry Financial Services
Experience
Citigroup Inc. May 2011 - Present
HSBC September 2010 - April 2011
CITIGROUP, INC June 2005 - June 2010
BEAR STEARNS & CO November 2000 - June 2005
Prudential Financial December 1996 - October 2000
BATES ADVERTISING USA January 1990 - May 1996
Education
City University of New York-John Jay College of Criminal Justice 2007 — 2010
Master's Degree, Criminal Justice
Citigroup Inc. May 2011 - Present
HSBC September 2010 - April 2011
CITIGROUP, INC June 2005 - June 2010
BEAR STEARNS & CO November 2000 - June 2005
Prudential Financial December 1996 - October 2000
BATES ADVERTISING USA January 1990 - May 1996
Education
City University of New York-John Jay College of Criminal Justice 2007 — 2010
Master's Degree, Criminal Justice
Robert Dowling's Bear Stearns & Co. Experience June 2006 - June 2008
Job Operations/Fixed Income Bonds at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Securities August 2010 - Present
Guggenheim Securities August 2010 - Present
Guggenheim Securities August 2010 - Present
SUMMIT SECURITIES GROUP LLC December 2008 - August 2010
Summit Securities Group LLC November 2008 - August 2010
JPMorgan Chase June 2008 - September 2008
J.P. Morgan March 2008 - September 2008
Bear Stearns & Co June 2006 - June 2008
Bear Stearns, Inc. August 1995 - March 2008
Bear Stearns & Co January 2000 - January 2006
Skills
Financial Analysis, Project Management, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Business Analysis, Change Management, SQL, Accounting, Strategic Financial..., Negotiation, Budgets, Business Strategy
Education
University of Maine
B.S, Political Science
Guggenheim Securities August 2010 - Present
Guggenheim Securities August 2010 - Present
Guggenheim Securities August 2010 - Present
SUMMIT SECURITIES GROUP LLC December 2008 - August 2010
Summit Securities Group LLC November 2008 - August 2010
JPMorgan Chase June 2008 - September 2008
J.P. Morgan March 2008 - September 2008
Bear Stearns & Co June 2006 - June 2008
Bear Stearns, Inc. August 1995 - March 2008
Bear Stearns & Co January 2000 - January 2006
Skills
Financial Analysis, Project Management, PowerPoint, Microsoft Word, Strategic Planning, Risk Management, Investments, Banking, Business Analysis, Change Management, SQL, Accounting, Strategic Financial..., Negotiation, Budgets, Business Strategy
Education
University of Maine
B.S, Political Science
Astrit Rugovac's Bear Stearns & Co. Experience October 2005 - February 2006
Job Associate Manager at GlobeOp Financial Services
Industry Investment Management
Experience
GlobeOp Financial Services June 2011 - Present
Schultze Asset Management, LLC August 2006 - June 2011
HSBCSecurities USA February 2006 - June 2006
Bear Stearns & Co October 2005 - February 2006
Credit Suisse First August 2004 - October 2005
Skills
Fixed Income, Derivatives, Equities, Trading, Finance, Asset Management, Bonds, Credit, Trading Systems, Swaps, Back Office, Account Reconciliation, Management, Financial Risk, Accounting, Project Management, Loans, Interest Rate..., Emerging Markets, Marketing
Education
Manhattanville College 2013 — 2015
DeVry Institute of TechnologyLong Island 2000 — 2004
Bachelor Degree, Business Administration; Business Information SystemsBusiness
GlobeOp Financial Services June 2011 - Present
Schultze Asset Management, LLC August 2006 - June 2011
HSBCSecurities USA February 2006 - June 2006
Bear Stearns & Co October 2005 - February 2006
Credit Suisse First August 2004 - October 2005
Skills
Fixed Income, Derivatives, Equities, Trading, Finance, Asset Management, Bonds, Credit, Trading Systems, Swaps, Back Office, Account Reconciliation, Management, Financial Risk, Accounting, Project Management, Loans, Interest Rate..., Emerging Markets, Marketing
Education
Manhattanville College 2013 — 2015
DeVry Institute of TechnologyLong Island 2000 — 2004
Bachelor Degree, Business Administration; Business Information SystemsBusiness
Donald McGuire's Bear Stearns & Co. Experience 1978 - July 1999
Job
Industry Wholesale
Experience
Behler Young November 2001 - November 2008
Bear Stearns & Co 1978 - July 1999
Stainless Sales Corportion 1974 - 1977
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Budgets, Team Building, New Business Development, Sales, Process Improvement, Manufacturing, Account Management, Retail, Strategic Planning
Education
Northwestern Technological Institute 2000 — 2001
Certification, Refrigeration, Heating, Ventilation and Air Conditioning, A
Elmhurst College
Bachelor of Business Administration (B.B.A.), Economics and Business Administration, A
College of DuPage
Associate's degree, Liberal Arts
Downers Grove South High School
Diploma
Behler Young November 2001 - November 2008
Bear Stearns & Co 1978 - July 1999
Stainless Sales Corportion 1974 - 1977
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Research, Windows, Budgets, Team Building, New Business Development, Sales, Process Improvement, Manufacturing, Account Management, Retail, Strategic Planning
Education
Northwestern Technological Institute 2000 — 2001
Certification, Refrigeration, Heating, Ventilation and Air Conditioning, A
Elmhurst College
Bachelor of Business Administration (B.B.A.), Economics and Business Administration, A
College of DuPage
Associate's degree, Liberal Arts
Downers Grove South High School
Diploma
Lasan Johong's Bear Stearns & Co. Experience September 2000 - October 2001
Job Founder and CEO at Auvila Research Consulting
Industry Investment Management
Experience
Auvila Research Consulting December 2013 - Present
RBC Capital Markets October 2004 - March 2011
Blaylock & Partners April 2002 - August 2003
Bear Stearns & Co. September 2000 - October 2001
Bear, Stearns & Co. July 1998 - August 2000
Skills
Financial Modeling, Market Research, Hedge Funds, Valuation, Energy, Equity Research, Capital Markets, Financial Forecasting, Equity Valuation, DCF Valuation, Enterprise Valuation, Investment Valuation, Company Valuation, Cash Flow Forecasting, Stock Picking, Estimates, Equity Capital Markets, Capital Markets Analysis, Creative Financing, Structured Commodity..., Structured Finance, Private Equity, Risk Management, Financial Risk..., Commodity Risk..., Risk Assessment, Operational Risk..., Financial Transactions, Transaction Management, Securities Offerings, Securities Market, Commodity Markets, Commodity Pricing, Renewable Energy, Solar Energy, Energy Policy, Renewable Energy Policy, Renewable Energy Markets, Oil & Gas Industry, Offshore Oil & Gas, Oil Analysis, Oil & Gas Exploration, Natural Gas, Gas Turbines, Gas Processing, Energy Transmission, Power Utilities, Electric Power, Electric Transmission, Coal
Education
Columbia Business School 1991 — 1992
MBA, Finance
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
David Connelly's Bear Stearns & Co. Experience 1984 - 2007
Job Kimberlite Group LLC, President, Partner
Industry Investment Banking
Experience
Kimberlite Advisors, LLC 2013 - Present
Sandler O'Neill 2011 - 2013
Guggenheim Securities 2008 - 2011
Bear Stearns & Co 1984 - 2007
Education
Tulane University - A.B. Freeman School of Business 1981 — 1984
BSM, Accounting and Business/Management
Kimberlite Advisors, LLC 2013 - Present
Sandler O'Neill 2011 - 2013
Guggenheim Securities 2008 - 2011
Bear Stearns & Co 1984 - 2007
Education
Tulane University - A.B. Freeman School of Business 1981 — 1984
BSM, Accounting and Business/Management
Christine Siu's Bear Stearns & Co. Experience 1998 - 2000
Job Pharma/Biotech Corporate Development Executive
Industry Venture Capital & Private Equity
Experience
Bluefield Project to Cure Frontotemporal Dementia 2014 - Present
White Rose Partners Inc 2014 - Present
Global Blood Therapeutics, Inc. 2012 - 2014
Third Rock Ventures 2011 - 2012
Thomas, McNerney & Partners 2005 - 2011
Warburg Pincus LLC 2000 - 2003
Bear, Stearns & Co. 1998 - 2000
Skills
Corporate Development, Venture Capital, Start-ups, Biotechnology, Mergers & Acquisitions
Education
Harvard Business School 2003 — 2005
Master of Business Administration (MBA)
University of Michigan
Bachelor of Science (B.S.) with Distinction, Cellular Molecular Biology & Economics
Bluefield Project to Cure Frontotemporal Dementia 2014 - Present
White Rose Partners Inc 2014 - Present
Global Blood Therapeutics, Inc. 2012 - 2014
Third Rock Ventures 2011 - 2012
Thomas, McNerney & Partners 2005 - 2011
Warburg Pincus LLC 2000 - 2003
Bear, Stearns & Co. 1998 - 2000
Skills
Corporate Development, Venture Capital, Start-ups, Biotechnology, Mergers & Acquisitions
Education
Harvard Business School 2003 — 2005
Master of Business Administration (MBA)
University of Michigan
Bachelor of Science (B.S.) with Distinction, Cellular Molecular Biology & Economics
Asaari Karkhanis's Bear Stearns & Co. Experience August 2005 - May 2008
Job User Experience Architect at McCann Torre Lazur
Industry
Experience
McCann Torre Lazur September 2012 - Present
Joonbug.com April 2012 - August 2012
Medco August 2011 - April 2012
Barclays Capital May 2008 - August 2011
Bear Stearns & Co August 2005 - May 2008
Skills
HTML, CSS, Photoshop, Illustrator, Balsamiq, Dreamweaver, Web Design, Information Architecture, UI/UX Design, OmniGraffle, InDesign, JavaScript
Education
American University
Bachelor's degree, Literature
McCann Torre Lazur September 2012 - Present
Joonbug.com April 2012 - August 2012
Medco August 2011 - April 2012
Barclays Capital May 2008 - August 2011
Bear Stearns & Co August 2005 - May 2008
Skills
HTML, CSS, Photoshop, Illustrator, Balsamiq, Dreamweaver, Web Design, Information Architecture, UI/UX Design, OmniGraffle, InDesign, JavaScript
Education
American University
Bachelor's degree, Literature
James Wiley-Frohmader's Bear Stearns & Co. Experience November 1998 - June 2008
Job Senior Registered Associate at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2014 - Present
JPMorgan Chase June 2008 - June 2014
Bear Stearns & Co November 1998 - June 2008
CIBC World Markets January 1996 - October 1998
Skills
Emerging Markets Equity..., Emerging Markets Debt..., Latin American markets, US Equities, US Investment Grade &...
Education
Bard College 1992 — 1996
Bachelor of Arts (BA), Anthropology and Economics
St. Andrews School 1987 — 1991
Morgan Stanley Wealth Management June 2014 - Present
JPMorgan Chase June 2008 - June 2014
Bear Stearns & Co November 1998 - June 2008
CIBC World Markets January 1996 - October 1998
Skills
Emerging Markets Equity..., Emerging Markets Debt..., Latin American markets, US Equities, US Investment Grade &...
Education
Bard College 1992 — 1996
Bachelor of Arts (BA), Anthropology and Economics
St. Andrews School 1987 — 1991
Dennis Talianis's Bear Stearns & Co. Experience May 2004 - April 2008
Job Interactive Designer
Industry Graphic Design
Experience
LevLane Advertising April 2008 - March 2012
Last Play At Shea March 2009 - April 2009
Bear Stearns & Co May 2004 - April 2008
Violet Fire: A Multimedia Opera March 2006 - July 2006
Autodesk, Inc. August 2004 - April 2006
Thomson Corporation March 2005 - June 2005
Tribeca Film Center May 2003 - May 2004
Skills
Adobe Software..., HTML, CSS, Actionscript, Microsoft Office..., Adobe Creative Suite, Microsoft Office, Drawing Skills, Digital Painting, Conceptual Illustration, Visual Storytelling, CSS, ActionScript, Concept Design, Graphics, Drawing, Logo Design, Photoshop, Animation, Art Direction, Computer Animation, Premiere, Typography, InDesign, Advertising, Project Management, Creative Direction, Graphic Design
Education
Temple University 2000 — 2005
Bachelor of Arts, Communicaitons
LevLane Advertising April 2008 - March 2012
Last Play At Shea March 2009 - April 2009
Bear Stearns & Co May 2004 - April 2008
Violet Fire: A Multimedia Opera March 2006 - July 2006
Autodesk, Inc. August 2004 - April 2006
Thomson Corporation March 2005 - June 2005
Tribeca Film Center May 2003 - May 2004
Skills
Adobe Software..., HTML, CSS, Actionscript, Microsoft Office..., Adobe Creative Suite, Microsoft Office, Drawing Skills, Digital Painting, Conceptual Illustration, Visual Storytelling, CSS, ActionScript, Concept Design, Graphics, Drawing, Logo Design, Photoshop, Animation, Art Direction, Computer Animation, Premiere, Typography, InDesign, Advertising, Project Management, Creative Direction, Graphic Design
Education
Temple University 2000 — 2005
Bachelor of Arts, Communicaitons
Semani Silva's Bear Stearns & Co. Experience April 2006 - August 2006
Job Market Intelligence Associate at Federal Reserve Bank of New York
Industry Banking
Experience
Federal Reserve Bank of New York January 2013 - Present
Federal Reserve Bank of New York June 2012 - September 2012
NYU Africa House/Development Research Institute January 2012 - August 2012
Citi September 2009 - September 2010
Citi, Smith Barney Business Analytics January 2007 - January 2009
Bear Stearns & Co April 2006 - August 2006
American International Group, AIU Marine April 2005 - August 2005
Education
New York University 2011 — 2012
M.A, Economics
Columbia University
Post Baccalaureate
Baruch College
BBA, Finance and Investments
Federal Reserve Bank of New York January 2013 - Present
Federal Reserve Bank of New York June 2012 - September 2012
NYU Africa House/Development Research Institute January 2012 - August 2012
Citi September 2009 - September 2010
Citi, Smith Barney Business Analytics January 2007 - January 2009
Bear Stearns & Co April 2006 - August 2006
American International Group, AIU Marine April 2005 - August 2005
Education
New York University 2011 — 2012
M.A, Economics
Columbia University
Post Baccalaureate
Baruch College
BBA, Finance and Investments
Marc Pfeffer's Bear Stearns & Co. Experience March 2001 - May 2004
Job Managing Director at CLS Investments, LLC
Industry Financial Services
Experience
CLS Investments, LLC August 2011 - Present
Milestone Capital Management, LLC June 2004 - August 2011
Bear, Stearns & Co. March 2001 - May 2004
Milestone Capital Management, LLC December 1994 - March 2001
Goldman Sachs October 1986 - December 1994
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
Master of Business Administration (MBA), Finance, General
State University of New York at Buffalo 1982 — 1986
Bachelor of Science (BS), Finance, General
CLS Investments, LLC August 2011 - Present
Milestone Capital Management, LLC June 2004 - August 2011
Bear, Stearns & Co. March 2001 - May 2004
Milestone Capital Management, LLC December 1994 - March 2001
Goldman Sachs October 1986 - December 1994
Education
Fordham University - Graduate School of Business Administration 1988 — 1991
Master of Business Administration (MBA), Finance, General
State University of New York at Buffalo 1982 — 1986
Bachelor of Science (BS), Finance, General
Jared Worman's Bear Stearns & Co. Experience 1999 - 2002
Job Senior Analyst at Brigade Capital Management
Industry Investment Management
Experience
Brigade Capital Management June 2014 - Present
Greywolf Capital 2006 - April 2014
Madison Dearborn Partners 2002 - 2004
Bear, Stearns & Co. 1999 - 2002
Education
Wharton School, University of Pennsylvania 2004 — 2006
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting/Finance
Brigade Capital Management June 2014 - Present
Greywolf Capital 2006 - April 2014
Madison Dearborn Partners 2002 - 2004
Bear, Stearns & Co. 1999 - 2002
Education
Wharton School, University of Pennsylvania 2004 — 2006
Master of Business Administration (M.B.A.)
Emory University - Goizueta Business School 1995 — 1999
Bachelor of Business Administration (B.B.A.), Accounting/Finance
Doreen Anderson's Bear Stearns & Co. Experience February 1996 - March 2001
Job Senior Financial Analyst at Seeking New Opportunity
Industry Financial Services
Experience
Seeking New Opportunity December 2013 - Present
First Data Corporation June 2008 - December 2013
Wachovia Securities October 2005 - May 2007
American Express Financial Advisors May 2002 - June 2004
Bear Stearns & Co February 1996 - March 2001
New York State Urban Development Corporation May 1989 - January 1996
Skills
Financial Analysis, Finance, Risk Assessment, Credit Risk, Forecasting, Budget Process, Key Performance..., Nonprofits, Writing, Moody's Risk Analyst..., Public Speaking, Financial Advisory, Series 7, Series 63, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Reporting & Analysis, Bloomberg, Classroom, Lecturing, Tutoring, University Teaching
Education
Pace University - Lubin School of Business
Master's Degree, Finance, General
Seeking New Opportunity December 2013 - Present
First Data Corporation June 2008 - December 2013
Wachovia Securities October 2005 - May 2007
American Express Financial Advisors May 2002 - June 2004
Bear Stearns & Co February 1996 - March 2001
New York State Urban Development Corporation May 1989 - January 1996
Skills
Financial Analysis, Finance, Risk Assessment, Credit Risk, Forecasting, Budget Process, Key Performance..., Nonprofits, Writing, Moody's Risk Analyst..., Public Speaking, Financial Advisory, Series 7, Series 63, Microsoft Excel, Microsoft PowerPoint, Microsoft Word, Microsoft Outlook, Reporting & Analysis, Bloomberg, Classroom, Lecturing, Tutoring, University Teaching
Education
Pace University - Lubin School of Business
Master's Degree, Finance, General
Joan Barmat's Bear Stearns & Co. Experience September 1987 - December 1991
Job Owner/Principal
Industry Retail
Experience
Self-employed May 1993 - Present
J. Robert Scott, Inc. January 1995 - May 2002
Bear Stearns & Co September 1987 - December 1991
Skills
Corporate Finance, Financial Analysis, Strategic Planning, Retail, Merchandising, Operations Management, Executive Management
Education
Stanford University Graduate School of Business 1974 — 1976
Master of Business Administration (MBA), Accounting and Finance
Wesleyan University 1972 — 1974
Bachelor of Arts (B.A.), Economics
Self-employed May 1993 - Present
J. Robert Scott, Inc. January 1995 - May 2002
Bear Stearns & Co September 1987 - December 1991
Skills
Corporate Finance, Financial Analysis, Strategic Planning, Retail, Merchandising, Operations Management, Executive Management
Education
Stanford University Graduate School of Business 1974 — 1976
Master of Business Administration (MBA), Accounting and Finance
Wesleyan University 1972 — 1974
Bachelor of Arts (B.A.), Economics
Thomas DesChamps's Bear Stearns & Co. Experience March 2002 - December 2008
Job Portfolio Manager at Healthcare Value Capital LLC
Industry Financial Services
Experience
Blue Ash Therapeutics LLC 2010 - Present
Healthcare Value Capital LLC December 2008 - Present
Bear Stearns & Co March 2002 - December 2008
Mehta Partners March 2000 - March 2002
MWG Biotech 1999 - 2000
BioSource International 1998 - 1999
Memorial Sloan-Kettering Cancer Center 1996 - 1998
Weill Cornell Medical College 1994 - 1996
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
Master of Business Administration (MBA), Finance, General
Bucknell University 1990 — 1994
Bachelor of Science (BS), Biochemistry
Blue Ash Therapeutics LLC 2010 - Present
Healthcare Value Capital LLC December 2008 - Present
Bear Stearns & Co March 2002 - December 2008
Mehta Partners March 2000 - March 2002
MWG Biotech 1999 - 2000
BioSource International 1998 - 1999
Memorial Sloan-Kettering Cancer Center 1996 - 1998
Weill Cornell Medical College 1994 - 1996
Education
New York University - Leonard N. Stern School of Business 1997 — 2001
Master of Business Administration (MBA), Finance, General
Bucknell University 1990 — 1994
Bachelor of Science (BS), Biochemistry
Benjamin Milde's Bear Stearns & Co. Experience May 1996 - March 2008
Job at bmilde@firstkeylending.com
Industry Financial Services
Experience
FirstKey January 2015 - Present
Citi March 2010 - January 2015
J.P. Morgan March 2008 - February 2009
Bear Stearns & Co May 1996 - March 2008
Skills
CMBS, Capital Markets, Commercial Mortgages, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Real Estate
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
Cornell University 1993 — 1996
Bachelor's degree, Applied Economics
FirstKey January 2015 - Present
Citi March 2010 - January 2015
J.P. Morgan March 2008 - February 2009
Bear Stearns & Co May 1996 - March 2008
Skills
CMBS, Capital Markets, Commercial Mortgages, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Portfolio Management, Real Estate
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
Master of Business Administration (MBA), Finance, General
Cornell University 1993 — 1996
Bachelor's degree, Applied Economics
Eric Collazo's Bear Stearns & Co. Experience June 2005 - August 2006
Job Director/ GWIM Compliance Executive at U.S. Trust
Industry Financial Services
Experience
U.S. Trust April 2014 - Present
Arden Asset Management March 2013 - April 2014
Lazard March 2010 - March 2013
Citi September 2006 - March 2010
Bear Stearns & Co June 2005 - August 2006
TD Waterhouse Investor Services February 2004 - June 2005
AIG Advisor Group April 1999 - February 2004
Skills
Investment Advisers Act, Investments, Alternative Investments, Asset Management, Compliance, financial services, Investment Company Act, UCITS, Securities Regulation, Banking, Series 7, Series 24, Series 53, Series 4, Regulatory Requirements
Education
Stony Brook University 1990 — 1995
Bachelor's Degree, Multi-/Interdisciplinary Studies, concentrations in Business and History
U.S. Trust April 2014 - Present
Arden Asset Management March 2013 - April 2014
Lazard March 2010 - March 2013
Citi September 2006 - March 2010
Bear Stearns & Co June 2005 - August 2006
TD Waterhouse Investor Services February 2004 - June 2005
AIG Advisor Group April 1999 - February 2004
Skills
Investment Advisers Act, Investments, Alternative Investments, Asset Management, Compliance, financial services, Investment Company Act, UCITS, Securities Regulation, Banking, Series 7, Series 24, Series 53, Series 4, Regulatory Requirements
Education
Stony Brook University 1990 — 1995
Bachelor's Degree, Multi-/Interdisciplinary Studies, concentrations in Business and History
Conor Hayden's Bear Stearns & Co. Experience August 2001 - July 2003
Job Senior Vice President, Captial Markets Municipal Bond Trading at Vining Sparks, IBG
Industry Financial Services
Experience
Vining Sparks, IBG June 2012 - Present
Morgan Keegan & Co Inc July 2003 - June 2012
Bear Stearns & Co August 2001 - July 2003
Skills
Fixed Income, Trading, Risk Management, Capital Markets, Series 7, Series 63, Asset Management, Portfolio Management, Strategic Planning, Bonds, Employee Training
Education
College of Charleston 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
Vining Sparks, IBG June 2012 - Present
Morgan Keegan & Co Inc July 2003 - June 2012
Bear Stearns & Co August 2001 - July 2003
Skills
Fixed Income, Trading, Risk Management, Capital Markets, Series 7, Series 63, Asset Management, Portfolio Management, Strategic Planning, Bonds, Employee Training
Education
College of Charleston 1997 — 2001
Bachelor of Science (B.S.), Business Administration and Management, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS