Bear, Stearns & Co. Inc.
Industry: Investment banking company
DescriptionThe Bear Stearns Companies, Inc. was a New York-based global investment bank, securities trading and brokerage firm that failed in 2008 as part of the global financial crisis and recession, and was subsequently sold to JPMorgan Chase. Acquisition date: 2008 Headquarters: New York City, NY Founded: May 1, 1923, New York City, NY Subsidiaries: JP Morgan Securities Inc, Parent organization: JPMorgan Chase Key people: Alan Schwartz, James Cayne
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Bear, Stearns & Co. Inc. Employees
Employee
Years
Job
Industry
Wayne A. Seaton Wayne A. Seaton's Bear, Stearns & Co. Inc. Experience January 1997 - February 2005
Job
Industry Investment Management
Experience
ParkWest Advisors, LLC July 2014 - Present
Wells Fargo Securities July 2009 - July 2014
M. R. Beal & Company February 2005 - June 2009
Bear, Stearns & Co. Inc. January 1997 - February 2005
Skills
Management, Derivatives, Capital Markets, Investment Banking, Valuation, Fixed Income, Equities, Strategic Planning, Investments, Portfolio Management, Due Diligence, Financial Modeling, Financial Analysis, Bloomberg
Education
Columbia Business School
M.B.A., Finance and International Business
Harvard University
A.B., Sociology
ParkWest Advisors, LLC July 2014 - Present
Wells Fargo Securities July 2009 - July 2014
M. R. Beal & Company February 2005 - June 2009
Bear, Stearns & Co. Inc. January 1997 - February 2005
Skills
Management, Derivatives, Capital Markets, Investment Banking, Valuation, Fixed Income, Equities, Strategic Planning, Investments, Portfolio Management, Due Diligence, Financial Modeling, Financial Analysis, Bloomberg
Education
Columbia Business School
M.B.A., Finance and International Business
Harvard University
A.B., Sociology
William Stanley William Stanley's Bear, Stearns & Co. Inc. Experience 1987 - 1989
Job Chief Operating Officer at Cornell Pace Inc.
Industry Real Estate
Experience
Cornell Pace Inc. Responsible for all aspects of aquisition and property management for the multi-family division of Cornell Pace Inc.AnalystRealty Holdings of America1990 - 1992
Bear, Stearns & Co. Inc. 1987 - 1989
Education
Columbia Business School 1990 — 1991
Master of Business Administration (MBA), Real Estate and Finance
Harvard College 1983 — 1987
A.B., Economics
Cornell Pace Inc. Responsible for all aspects of aquisition and property management for the multi-family division of Cornell Pace Inc.AnalystRealty Holdings of America1990 - 1992
Bear, Stearns & Co. Inc. 1987 - 1989
Education
Columbia Business School 1990 — 1991
Master of Business Administration (MBA), Real Estate and Finance
Harvard College 1983 — 1987
A.B., Economics
Scott Lesht Scott Lesht's Bear, Stearns & Co. Inc. Experience July 2005 - August 2007
Job Director of Divisional Operations
Industry Hospital & Health Care
Experience
National Veterinary Associates August 2015 - Present
Kendall College (Laureate Education, Inc.) January 2013 - August 2015
Career Education Corporation June 2010 - January 2013
Career Education Corporation August 2007 - June 2009
Bear, Stearns & Co. Inc. July 2005 - August 2007
Skills
Corporate Development, Financial Modeling, Strategic Planning, Mergers, Business Strategy, Due Diligence, Financial Analysis, Cross-functional Team..., Business Development, Competitive Analysis, Valuation, Corporate Finance, Management, Leadership, Strategic Financial..., Negotiation, Mergers & Acquisitions, Hyperion Financial...
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Management
Indiana University - Kelley School of Business
Bachelor of Science, Accounting, Finance
National Veterinary Associates August 2015 - Present
Kendall College (Laureate Education, Inc.) January 2013 - August 2015
Career Education Corporation June 2010 - January 2013
Career Education Corporation August 2007 - June 2009
Bear, Stearns & Co. Inc. July 2005 - August 2007
Skills
Corporate Development, Financial Modeling, Strategic Planning, Mergers, Business Strategy, Due Diligence, Financial Analysis, Cross-functional Team..., Business Development, Competitive Analysis, Valuation, Corporate Finance, Management, Leadership, Strategic Financial..., Negotiation, Mergers & Acquisitions, Hyperion Financial...
Education
Northwestern University - Kellogg School of Management
MBA, Marketing, Management
Indiana University - Kelley School of Business
Bachelor of Science, Accounting, Finance
Marisha Clinton Marisha Clinton's Bear, Stearns & Co. Inc. Experience 2005 - 2008
Job Commercial Real Estate Capital Markets Research Expert at JLL
Industry Commercial Real Estate
Experience
JLL 2012 - Present
Oppenheimer & Co. Inc. 2008 - 2009
Bear, Stearns & Co. Inc. 2005 - 2008
Merrill Lynch 2001 - 2005
Goldman Sachs June 2000 - September 2000
Skills
Banking, Investments, Portfolio Management, Financial Analysis, Finance, Management, Equities, Financial Services
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Howard University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
JLL 2012 - Present
Oppenheimer & Co. Inc. 2008 - 2009
Bear, Stearns & Co. Inc. 2005 - 2008
Merrill Lynch 2001 - 2005
Goldman Sachs June 2000 - September 2000
Skills
Banking, Investments, Portfolio Management, Financial Analysis, Finance, Management, Equities, Financial Services
Education
University of Pennsylvania - The Wharton School 1999 — 2001
Master of Business Administration (MBA), Finance and Strategic Management
Howard University 1988 — 1992
Bachelor of Business Administration (B.B.A.), Accounting
Michael Thomsic Michael Thomsic's Bear, Stearns & Co. Inc. Experience 2000 - 2002
Job Private Equity, Mergers & Acquisitions and Strategy
Industry Venture Capital & Private Equity
Experience
Resource Land Holdings, LLC September 2014 - Present
Newmont Mining Corporation March 2011 - September 2014
St. Charles Capital January 2009 - February 2011
Headwaters MB 2007 - 2009
Vestar Capital Partners June 2004 - June 2006
Royal Bank of Scotland 2002 - 2004
Bear, Stearns & Co. Inc. 2000 - 2002
Goldman Sachs 1999 - 1999
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Mergers, Investment Banking, Financial Analysis, Private Equity, Equity Research, Corporate Development, Venture Capital, Strategic Planning, Mergers & Acquisitions, Strategy, Business Valuation, M&A experience, Finance, Executive Management, Project Finance, Portfolio Management, Start-ups, Acquisition Integration, Investments
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, Finance
Colorado College 1996 — 2000
Bs, Economics
London School of Economics and Political Science 1998 — 1999
General Course, Finance
Resource Land Holdings, LLC September 2014 - Present
Newmont Mining Corporation March 2011 - September 2014
St. Charles Capital January 2009 - February 2011
Headwaters MB 2007 - 2009
Vestar Capital Partners June 2004 - June 2006
Royal Bank of Scotland 2002 - 2004
Bear, Stearns & Co. Inc. 2000 - 2002
Goldman Sachs 1999 - 1999
Skills
Valuation, Financial Modeling, Corporate Finance, Due Diligence, Mergers, Investment Banking, Financial Analysis, Private Equity, Equity Research, Corporate Development, Venture Capital, Strategic Planning, Mergers & Acquisitions, Strategy, Business Valuation, M&A experience, Finance, Executive Management, Project Finance, Portfolio Management, Start-ups, Acquisition Integration, Investments
Education
University of Pennsylvania - The Wharton School 2012 — 2014
Master of Business Administration (MBA), Business Administration and Management, Finance
Colorado College 1996 — 2000
Bs, Economics
London School of Economics and Political Science 1998 — 1999
General Course, Finance
Luke Diaz Luke Diaz's Bear, Stearns & Co. Inc. Experience 2003 - 2004
Job Customer Success Team Lead at Optimizely
Industry Computer Software
Experience
Optimizely August 2013 - Present
Optimizely January 2013 - July 2013
Acacia Capital Management January 2011 - January 2013
Acacia Capital Management January 2010 - January 2011
Fisher Investments May 2007 - August 2009
Fisher Investments July 2005 - April 2007
Bear, Stearns & Co. Inc. 2003 - 2004
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Investments, Investor Relations, Optimizely, Greater China, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Fixed Income, Equity Research, Financial Markets, Capital Markets, Private Equity, Emerging Markets, Financial Modeling, Wealth Management, Enterprise Account..., Key Account Management, Churn Management, SaaS, Conversion Optimization, Thought Leadership, Team Leadership, Contract Negotiation, Content Strategy, Business Strategy, Management, Organizational Culture, Start-ups Management, Start-ups, Strategic Vision
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor of Science (B.Sc.), Business Administration and Management, General
Optimizely August 2013 - Present
Optimizely January 2013 - July 2013
Acacia Capital Management January 2011 - January 2013
Acacia Capital Management January 2010 - January 2011
Fisher Investments May 2007 - August 2009
Fisher Investments July 2005 - April 2007
Bear, Stearns & Co. Inc. 2003 - 2004
Skills
Alternative Investments, Hedge Funds, Asset Managment, Equities, Investments, Investor Relations, Optimizely, Greater China, Portfolio Management, Asset Allocation, Investment Strategies, Asset Management, Fixed Income, Equity Research, Financial Markets, Capital Markets, Private Equity, Emerging Markets, Financial Modeling, Wealth Management, Enterprise Account..., Key Account Management, Churn Management, SaaS, Conversion Optimization, Thought Leadership, Team Leadership, Contract Negotiation, Content Strategy, Business Strategy, Management, Organizational Culture, Start-ups Management, Start-ups, Strategic Vision
Education
California Polytechnic State University-San Luis Obispo 2000 — 2004
Bachelor of Science (B.Sc.), Business Administration and Management, General
Santiago Caraballo's Bear, Stearns & Co. Inc. Experience September 2006 - August 2008
Job Sr. Vice President/Sr. Client Manager at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America November 2008 - August 2012
Sumitomo Mitsui Banking Corporation September 2008 - November 2008
Bear, Stearns & Co. Inc. September 2006 - August 2008
Bear Stearns November 2004 - September 2006
JP Morgan May 2003 - November 2004
Chase Manhattan Bank August 2001 - May 2003
Chase Manhattan Bank August 2000 - August 2001
Skills
Relationship Management, Portfolio Management, Credit Risk, Credit Analysis, Corporate Finance, Financial Modeling, Capital Markets, Loans, Financial Risk
Education
Boston University - School of Management 1997 — 2000
Bachelor of Science (B.S.)
Choate Rosemary Hall 1991 — 1995
Bank of America November 2008 - August 2012
Sumitomo Mitsui Banking Corporation September 2008 - November 2008
Bear, Stearns & Co. Inc. September 2006 - August 2008
Bear Stearns November 2004 - September 2006
JP Morgan May 2003 - November 2004
Chase Manhattan Bank August 2001 - May 2003
Chase Manhattan Bank August 2000 - August 2001
Skills
Relationship Management, Portfolio Management, Credit Risk, Credit Analysis, Corporate Finance, Financial Modeling, Capital Markets, Loans, Financial Risk
Education
Boston University - School of Management 1997 — 2000
Bachelor of Science (B.S.)
Choate Rosemary Hall 1991 — 1995
JUDITH GODLEWSKI JUDITH GODLEWSKI's Bear, Stearns & Co. Inc. Experience June 1999 - August 2008
Job Helpdesk Analyst at Weichert, Realtors
Industry Banking
Experience
Weichert, Realtors July 2013 - Present
Realogy December 2010 - July 2013
aflac 2010 - December 2011
Bear, Stearns & Co. Inc. June 1999 - August 2008
Skills
Customer Relations, Outlook, Troubleshooting, Excel, Word, Microsoft Office, Team Building, Customer Service, VPN, Windows, Accounting, Operating Systems, Problem Solving, Coaching, Call Center, Real Estate, Active Directory, Vendor Management, Microsoft Excel
Education
Hartt College of Music 1972 — 1974
Centenary College 1970 — 1972
AA, Music Preformance
Weichert, Realtors July 2013 - Present
Realogy December 2010 - July 2013
aflac 2010 - December 2011
Bear, Stearns & Co. Inc. June 1999 - August 2008
Skills
Customer Relations, Outlook, Troubleshooting, Excel, Word, Microsoft Office, Team Building, Customer Service, VPN, Windows, Accounting, Operating Systems, Problem Solving, Coaching, Call Center, Real Estate, Active Directory, Vendor Management, Microsoft Excel
Education
Hartt College of Music 1972 — 1974
Centenary College 1970 — 1972
AA, Music Preformance
Vivek Hutheesing Vivek Hutheesing's Bear, Stearns & Co. Inc. Experience May 1994 - October 1997
Job Geographic Web Entrepreneur
Industry Internet
Experience
rBlock Inc. January 2005 - Present
Keoncrest & Catherine Neighborhood Association June 2003 - October 2011
A Better Way Foster Family Agency September 2002 - February 2004
Shakti Ventures LLC May 2000 - February 2003
VH Advisors November 1998 - November 2002
Bear, Stearns & Co. Inc. May 1994 - October 1997
Columbia Business School January 1991 - October 1992
Cornell University August 1982 - May 1986
Skills
Start-ups, Mergers, Venture Capital, Strategic Partnerships, Management, Leadership, Corporate Finance, Marketing Strategy, Entrepreneurship, Competitive Analysis, Due Diligence, Financial Modeling, Strategy, New Business Development, Business Strategy, Finance, Analysis, Fundraising, Mergers, Strategic Planning
Education
Columbia University - Columbia Business School 1991 — 1992
MBA, Finance
Cornell University 1982 — 1986
BA, Economics
rBlock Inc. January 2005 - Present
Keoncrest & Catherine Neighborhood Association June 2003 - October 2011
A Better Way Foster Family Agency September 2002 - February 2004
Shakti Ventures LLC May 2000 - February 2003
VH Advisors November 1998 - November 2002
Bear, Stearns & Co. Inc. May 1994 - October 1997
Columbia Business School January 1991 - October 1992
Cornell University August 1982 - May 1986
Skills
Start-ups, Mergers, Venture Capital, Strategic Partnerships, Management, Leadership, Corporate Finance, Marketing Strategy, Entrepreneurship, Competitive Analysis, Due Diligence, Financial Modeling, Strategy, New Business Development, Business Strategy, Finance, Analysis, Fundraising, Mergers, Strategic Planning
Education
Columbia University - Columbia Business School 1991 — 1992
MBA, Finance
Cornell University 1982 — 1986
BA, Economics
Andrew Hartsfield Andrew Hartsfield's Bear, Stearns & Co. Inc. Experience 1992 - 1995
Job Portfolio Manager
Industry Investment Management
Experience
WalkerHaven Equities, LP April 2013 - Present
WiLife, Inc. 2002 - 2008
Omniture 1999 - 2002
Zuka Juice 1997 - 1999
Evans & Sutherland 1996 - 1997
Bear, Stearns & Co. Inc. 1992 - 1995
Skills
Team Leadership, Start-ups, Angel Investing, Finance, Business Strategy, Venture Capital, Valuation, Due Diligence, Investments, Private Equity, Portfolio Management, Strategic Planning, Strategic Partnerships, Strategy, Emerging Markets, Mergers & Acquisitions, Financial Modeling, Equities, Management
Education
Brigham Young University 1988 — 1992
Bachelor of Science (BS), Accountancy, Minor, Spanish
Arcadia High School 1982 — 1986
WalkerHaven Equities, LP April 2013 - Present
WiLife, Inc. 2002 - 2008
Omniture 1999 - 2002
Zuka Juice 1997 - 1999
Evans & Sutherland 1996 - 1997
Bear, Stearns & Co. Inc. 1992 - 1995
Skills
Team Leadership, Start-ups, Angel Investing, Finance, Business Strategy, Venture Capital, Valuation, Due Diligence, Investments, Private Equity, Portfolio Management, Strategic Planning, Strategic Partnerships, Strategy, Emerging Markets, Mergers & Acquisitions, Financial Modeling, Equities, Management
Education
Brigham Young University 1988 — 1992
Bachelor of Science (BS), Accountancy, Minor, Spanish
Arcadia High School 1982 — 1986
Jessica Lloyd Jessica Lloyd's Bear, Stearns & Co. Inc. Experience July 2007 - November 2007
Job CoFounder & COO
Industry Food & Beverages
Experience
PANATĒA February 2014 - Present
Macquarie Group February 2013 - July 2013
The Trout Group April 2008 - September 2012
Bear, Stearns & Co. Inc. July 2007 - November 2007
Skills
Social Media, Management, Strategy, Entrepreneurship
Education
Emory University - Goizueta Business School 2003 — 2007
PANATĒA February 2014 - Present
Macquarie Group February 2013 - July 2013
The Trout Group April 2008 - September 2012
Bear, Stearns & Co. Inc. July 2007 - November 2007
Skills
Social Media, Management, Strategy, Entrepreneurship
Education
Emory University - Goizueta Business School 2003 — 2007
Richard Dell'Aquila Richard Dell'Aquila's Bear, Stearns & Co. Inc. Experience June 1998 - April 2000
Job Managing Director at Brookside Equity Partners
Industry Venture Capital & Private Equity
Experience
Brookside Equity Partners March 2014 - Present
Parallel Investment Partners March 2010 - February 2014
Southfield Capital Advisors, LLC January 2006 - February 2010
Sasco Capital, Inc. October 2001 - January 2006
Pangea Limited April 2000 - October 2001
Bear, Stearns & Co. Inc. June 1998 - April 2000
Skills
Private Equity, Due Diligence, Venture Capital, Valuation, Mergers, Deal Sourcing, Corporate Development, Investment Banking, Buyouts, LBO, Financial Modeling, Mezzanine
Education
Hamilton College 1994 — 1998
Brookside Equity Partners March 2014 - Present
Parallel Investment Partners March 2010 - February 2014
Southfield Capital Advisors, LLC January 2006 - February 2010
Sasco Capital, Inc. October 2001 - January 2006
Pangea Limited April 2000 - October 2001
Bear, Stearns & Co. Inc. June 1998 - April 2000
Skills
Private Equity, Due Diligence, Venture Capital, Valuation, Mergers, Deal Sourcing, Corporate Development, Investment Banking, Buyouts, LBO, Financial Modeling, Mezzanine
Education
Hamilton College 1994 — 1998
Robert Sean Carmine's Bear, Stearns & Co. Inc. Experience April 2002 - September 2004
Job Attorney
Industry Law Practice
Experience
Kramer Levin Naftalis & Frankel LLP September 2009 - November 2011
Clifford Chance US LLP August 2007 - April 2008
Hunton & Williams LLP 2006 - 2007
Sidley Austin September 2004 - February 2006
Bear, Stearns & Co. Inc. April 2002 - September 2004
Goodwin Procter LLP 2000 - 2002
New York Palace Hotel April 1996 - August 1997
Skills
Hedge Funds, Financial Markets, Purchase Contracts, Contract Negotiation, International Law, Capital Markets, Financial Institutions, Financial Instruments, Bankruptcy, Securities, Investments, Corporate Governance, Trading, Mergers, Loans, Corporate Law
Education
Fordham University School of Law 1997 — 2000
JD, Law
University of Delaware 1990 — 1994
BA, International Relations and Affairs
Kramer Levin Naftalis & Frankel LLP September 2009 - November 2011
Clifford Chance US LLP August 2007 - April 2008
Hunton & Williams LLP 2006 - 2007
Sidley Austin September 2004 - February 2006
Bear, Stearns & Co. Inc. April 2002 - September 2004
Goodwin Procter LLP 2000 - 2002
New York Palace Hotel April 1996 - August 1997
Skills
Hedge Funds, Financial Markets, Purchase Contracts, Contract Negotiation, International Law, Capital Markets, Financial Institutions, Financial Instruments, Bankruptcy, Securities, Investments, Corporate Governance, Trading, Mergers, Loans, Corporate Law
Education
Fordham University School of Law 1997 — 2000
JD, Law
University of Delaware 1990 — 1994
BA, International Relations and Affairs
Kathleen Haas Kathleen Haas's Bear, Stearns & Co. Inc. Experience 1991 - 1996
Job Senior Investment Analyst at Genworth Financial
Industry Financial Services
Experience
Genworth Financial July 2013 - Present
New York Life Investment Management LLC 2005 - 2012
New York Life Investment Management LLC 2002 - 2005
New York Life Investment Management LLC 1998 - 2002
New York Life Investment Management LLC 1996 - 1998
Greenwich Capital Markets, LLC 1996 - 1996
Bear, Stearns & Co. Inc. 1991 - 1996
Bear, Stearns & Co. Inc. 1987 - 1991
Manufacturers Hanover Trust 1986 - 1987
Manufacturers Hanover Trust 1985 - 1986
Skills
Structured Finance, Securitization, Fixed Income, ABS, Structured Products, Credit Analysis, Fixed Income Research, Capital Markets, Credit, Derivatives, Fixed Income Analysis, Investment Banking, Investments, Portfolio Management, Securities, Due Diligence, Asset Management
Education
Iona College
MBA
Fordham University
BS, Finance & Management
Genworth Financial July 2013 - Present
New York Life Investment Management LLC 2005 - 2012
New York Life Investment Management LLC 2002 - 2005
New York Life Investment Management LLC 1998 - 2002
New York Life Investment Management LLC 1996 - 1998
Greenwich Capital Markets, LLC 1996 - 1996
Bear, Stearns & Co. Inc. 1991 - 1996
Bear, Stearns & Co. Inc. 1987 - 1991
Manufacturers Hanover Trust 1986 - 1987
Manufacturers Hanover Trust 1985 - 1986
Skills
Structured Finance, Securitization, Fixed Income, ABS, Structured Products, Credit Analysis, Fixed Income Research, Capital Markets, Credit, Derivatives, Fixed Income Analysis, Investment Banking, Investments, Portfolio Management, Securities, Due Diligence, Asset Management
Education
Iona College
MBA
Fordham University
BS, Finance & Management
Thomas Albertson's Bear, Stearns & Co. Inc. Experience February 2004 - October 2007
Job Risk Management Professional
Industry Financial Services
Experience
Merrill Lynch Global Wealth Management March 2012 - April 2013
Gerson Lehrman Group January 2011 - March 2012
Jefferies & Company March 2009 - December 2010
Bear, Stearns & Co. Inc. February 2004 - October 2007
Fitch Ratings March 1998 - February 2004
The Money Store August 1996 - February 1998
Skills
Structured Finance, Fixed Income, Securitization, Credit Risk, Investments, Credit, Loans, Finance, Risk Management, Mortgage Lending, Capital Markets, MBS, Financial Services
Education
The George Washington University - School of Business 1988 — 1990
MBA, Finance and Investments
Duke University 1978 — 1982
Merrill Lynch Global Wealth Management March 2012 - April 2013
Gerson Lehrman Group January 2011 - March 2012
Jefferies & Company March 2009 - December 2010
Bear, Stearns & Co. Inc. February 2004 - October 2007
Fitch Ratings March 1998 - February 2004
The Money Store August 1996 - February 1998
Skills
Structured Finance, Fixed Income, Securitization, Credit Risk, Investments, Credit, Loans, Finance, Risk Management, Mortgage Lending, Capital Markets, MBS, Financial Services
Education
The George Washington University - School of Business 1988 — 1990
MBA, Finance and Investments
Duke University 1978 — 1982
Laila Kassis's Bear, Stearns & Co. Inc. Experience July 2001 - July 2003
Job Manager at Bain & Company
Industry Management Consulting
Experience
Bain & Company July 2014 - Present
Bain & Company August 2011 - July 2014
Bain & Company June 2010 - August 2010
Endeavor June 2009 - August 2009
Fusion Media Group September 2007 - March 2009
Key Venture Partners March 2005 - July 2008
Spectrum Equity Investors August 2003 - March 2005
Bear, Stearns & Co. Inc. July 2001 - July 2003
Skills
Private Equity, Venture Capital, Financial Modeling, Deal Sourcing, Fundraising, Due Diligence, Investments, Equities, Corporate Finance, Investment Banking, Mergers, Entrepreneurship, Start-ups, Valuation, Financial Analysis, Emerging Markets, Corporate Development, Business Strategy, Strategic Planning, Strategic Partnerships, Strategic Consulting, Leadership, Management Consulting, Change Management, Strategy
Education
Harvard Business School 2009 — 2011
MBA with High Distinction, General Management
Harvard University Kennedy School of Government 2008 — 2011
MPA-ID, International Development
University of Virginia 1998 — 2001
BA, Economics and Foreign Affairs
Bain & Company July 2014 - Present
Bain & Company August 2011 - July 2014
Bain & Company June 2010 - August 2010
Endeavor June 2009 - August 2009
Fusion Media Group September 2007 - March 2009
Key Venture Partners March 2005 - July 2008
Spectrum Equity Investors August 2003 - March 2005
Bear, Stearns & Co. Inc. July 2001 - July 2003
Skills
Private Equity, Venture Capital, Financial Modeling, Deal Sourcing, Fundraising, Due Diligence, Investments, Equities, Corporate Finance, Investment Banking, Mergers, Entrepreneurship, Start-ups, Valuation, Financial Analysis, Emerging Markets, Corporate Development, Business Strategy, Strategic Planning, Strategic Partnerships, Strategic Consulting, Leadership, Management Consulting, Change Management, Strategy
Education
Harvard Business School 2009 — 2011
MBA with High Distinction, General Management
Harvard University Kennedy School of Government 2008 — 2011
MPA-ID, International Development
University of Virginia 1998 — 2001
BA, Economics and Foreign Affairs
William Sickling William Sickling's Bear, Stearns & Co. Inc. Experience 1994 - 1997
Job Vice President Market Support at EBS | BROKERTEC
Industry Financial Services
Experience
BrokerTec ICAP Electronic Broking 2002 - 2015
Blackbird Holdings 2000 - 2002
MPR Advisors, Ltd. 1997 - 2000
Bear, Stearns & Co. Inc. 1994 - 1997
ICAP 1993 - 1994
MPR Ventures 1992 - 1993
Barclays Capital 1988 - 1992
Kidder Peabody & Co 1986 - 1988
Carroll McEntee & McGinley 1984 - 1986
JPMorgan Chase 1983 - 1984
Skills
Fixed Income, Financial Markets, Electronic Trading, Trading Systems, Trading, Market Data, Derivatives, Bonds, Bloomberg, Technical Analysis, Trading Strategies, Behavioral Finance, Regulatory Compliance, Interest Rate Swaps, Futures Trading, FX Options, Series 7, Credit Derivatives, Equities, Commodity, Risk Management, Back Office, Low Latency, Financial Analysis, Middle Office, Exchange Connectivity, Series 24
Education
Clemson University
BS, Financial Management
BrokerTec ICAP Electronic Broking 2002 - 2015
Blackbird Holdings 2000 - 2002
MPR Advisors, Ltd. 1997 - 2000
Bear, Stearns & Co. Inc. 1994 - 1997
ICAP 1993 - 1994
MPR Ventures 1992 - 1993
Barclays Capital 1988 - 1992
Kidder Peabody & Co 1986 - 1988
Carroll McEntee & McGinley 1984 - 1986
JPMorgan Chase 1983 - 1984
Skills
Fixed Income, Financial Markets, Electronic Trading, Trading Systems, Trading, Market Data, Derivatives, Bonds, Bloomberg, Technical Analysis, Trading Strategies, Behavioral Finance, Regulatory Compliance, Interest Rate Swaps, Futures Trading, FX Options, Series 7, Credit Derivatives, Equities, Commodity, Risk Management, Back Office, Low Latency, Financial Analysis, Middle Office, Exchange Connectivity, Series 24
Education
Clemson University
BS, Financial Management
Ned Steiger, CFA, CPA Ned Steiger, CFA, CPA's Bear, Stearns & Co. Inc. Experience 1998 - 2000
Job Trusted Advisor at Lindberg & Ripple to help families build, preserve and protect capital
Industry Financial Services
Experience
Lindberg & Ripple 2013 - Present
Trust Company of Connecticut / First Niagara Investment Management 2003 - 2013
Derby Capital Management 2001 - 2003
Prudential Securities 2000 - 2001
Bear, Stearns & Co. Inc. 1998 - 2000
pwc - PricewaterhouseCoopers 1992 - 1998
Skills
Portfolio Management, Accounting, Fixed Income, Equity Research, Mergers, Holistic Financial..., Strategic Financial..., Investment Management, Financial Advisory, Credit, Mergers & Acquisitions, Mutual Funds
Education
Hobart and William Smith Colleges
Northeastern University - Graduate School of Business Administration
mba msa
Lindberg & Ripple 2013 - Present
Trust Company of Connecticut / First Niagara Investment Management 2003 - 2013
Derby Capital Management 2001 - 2003
Prudential Securities 2000 - 2001
Bear, Stearns & Co. Inc. 1998 - 2000
pwc - PricewaterhouseCoopers 1992 - 1998
Skills
Portfolio Management, Accounting, Fixed Income, Equity Research, Mergers, Holistic Financial..., Strategic Financial..., Investment Management, Financial Advisory, Credit, Mergers & Acquisitions, Mutual Funds
Education
Hobart and William Smith Colleges
Northeastern University - Graduate School of Business Administration
mba msa
Allen Otto Allen Otto's Bear, Stearns & Co. Inc. Experience 1999 - 2001
Job Managing Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2015 - Present
The Blackstone Group June 2007 - June 2015
Direct Energy / Centrica North America July 2003 - June 2007
Sirius Satellite Radio Inc. May 2001 - June 2003
Bear, Stearns & Co. Inc. 1999 - 2001
Skills
Mergers & Acquisitions, Finance, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Mergers, Financial Analysis, Strategy, Investments, Equities, Management, Private Equity
Education
Hamilton College 1995 — 1999
B.A., Physics
Guggenheim Partners June 2015 - Present
The Blackstone Group June 2007 - June 2015
Direct Energy / Centrica North America July 2003 - June 2007
Sirius Satellite Radio Inc. May 2001 - June 2003
Bear, Stearns & Co. Inc. 1999 - 2001
Skills
Mergers & Acquisitions, Finance, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Mergers, Financial Analysis, Strategy, Investments, Equities, Management, Private Equity
Education
Hamilton College 1995 — 1999
B.A., Physics
Peter Rumbold Peter Rumbold's Bear, Stearns & Co. Inc. Experience July 2002 - August 2003
Job Head of Acquisitions at Winter Properties
Industry Real Estate
Experience
Winter Properties September 2014 - Present
Cerberus Real Estate Capital Management, LLC January 2006 - September 2014
Sterling American Property Inc. August 2003 - January 2006
Bear, Stearns & Co. Inc. July 2002 - August 2003
Skills
Valuation, Real Estate Economics, Commercial Real Estate, Real Estate Development, Investment Properties, Disposition, Real Estate, Asset Management
Education
Emory University 1998 — 2002
Bachelor of Arts (B.A.), Economics and French
Phillips Academy 1994 — 1998
Winter Properties September 2014 - Present
Cerberus Real Estate Capital Management, LLC January 2006 - September 2014
Sterling American Property Inc. August 2003 - January 2006
Bear, Stearns & Co. Inc. July 2002 - August 2003
Skills
Valuation, Real Estate Economics, Commercial Real Estate, Real Estate Development, Investment Properties, Disposition, Real Estate, Asset Management
Education
Emory University 1998 — 2002
Bachelor of Arts (B.A.), Economics and French
Phillips Academy 1994 — 1998
David Joslin David Joslin's Bear, Stearns & Co. Inc. Experience July 1997 - June 1999
Job Senior Business Development & Strategy Executive
Industry Hospital & Health Care
Experience
InSight Management Group, Inc. March 2002 - Present
Alliance Healthcare Services September 2008 - January 2012
CAD Sciences March 2002 - July 2008
Deutsche Bank 2001 - 2002
Bain & Company June 2000 - August 2000
Bear, Stearns & Co. Inc. July 1997 - June 1999
Televisa 1993 - 1996
Skills
Strategic Planning, Financial Modeling, Merger Negotiation, Marketing Strategy, Business Strategy, Operations Management, Business Planning, Start-ups, Contract Negotiation, Contract Negotiations, Corporate Finance, Financial Analysis, Writing, Healthcare, Strategy Development, Firm Valuation, Spanish, Mergers, International, Mergers & Acquisitions, Investment Banking, Strategy, Valuation, Entrepreneurship, PowerPoint, Microsoft Excel, Private Equity, Business Development, Team Building, Leadership, Sales, Acquisitions, Restructuring, Corporate Development, Market Analysis, Management, Executive Management
Education
Columbia Business School 1999 — 2001
MBA, Finance
Duke University 1989 — 1993
B.A., History & Political Science
InSight Management Group, Inc. March 2002 - Present
Alliance Healthcare Services September 2008 - January 2012
CAD Sciences March 2002 - July 2008
Deutsche Bank 2001 - 2002
Bain & Company June 2000 - August 2000
Bear, Stearns & Co. Inc. July 1997 - June 1999
Televisa 1993 - 1996
Skills
Strategic Planning, Financial Modeling, Merger Negotiation, Marketing Strategy, Business Strategy, Operations Management, Business Planning, Start-ups, Contract Negotiation, Contract Negotiations, Corporate Finance, Financial Analysis, Writing, Healthcare, Strategy Development, Firm Valuation, Spanish, Mergers, International, Mergers & Acquisitions, Investment Banking, Strategy, Valuation, Entrepreneurship, PowerPoint, Microsoft Excel, Private Equity, Business Development, Team Building, Leadership, Sales, Acquisitions, Restructuring, Corporate Development, Market Analysis, Management, Executive Management
Education
Columbia Business School 1999 — 2001
MBA, Finance
Duke University 1989 — 1993
B.A., History & Political Science
Edward Moldaver Edward Moldaver's Bear, Stearns & Co. Inc. Experience January 2002 - March 2008
Job Managing Director at Barclays
Industry Financial Services
Experience
Barclays August 2012 - Present
Alliance of Guardian Angels January 2006 - Present
Morgan Stanley March 2008 - August 2012
Bear, Stearns & Co. Inc. January 2002 - March 2008
Education
Widener University 1986 — 1990
BS, Economics / Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
ACPM Certified Portfolio Manager
University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Analyst Program
Barclays August 2012 - Present
Alliance of Guardian Angels January 2006 - Present
Morgan Stanley March 2008 - August 2012
Bear, Stearns & Co. Inc. January 2002 - March 2008
Education
Widener University 1986 — 1990
BS, Economics / Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
ACPM Certified Portfolio Manager
University of Pennsylvania - The Wharton School
IMCA Certified Investment Management Analyst Program
Tom Wong, PHR, SHRM-CP Tom Wong, PHR, SHRM-CP's Bear, Stearns & Co. Inc. Experience May 1997 - June 2008
Job HR Generalist at Metropolitan Transit Authority (MTA)
Industry Financial Services
Experience
Realty Operations Group June 2015 - Present
Metropolitan Transportation Authority (MTA) January 2014 - June 2015
Impark August 2011 - January 2014
ContourGlobal October 2010 - November 2010
The Capstone Partnership January 2010 - March 2010
JPMorgan Chase June 2008 - November 2008
Bear, Stearns & Co. Inc. May 1997 - June 2008
Skills
Employee Relations, Human Resources, Recruiting, Microsoft Excel, Onboarding, PowerPoint, New Hire Orientations, Personnel Management, Performance Management, Employee Benefits, HRIS, Access, Microsoft Word, HR Policies, Succession Planning, PeopleSoft, Taleo, Word, Excel, Collective Bargaining, Union Relations, E-Verify, Talent Management, Talent Acquisition
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration, Human Resources
Realty Operations Group June 2015 - Present
Metropolitan Transportation Authority (MTA) January 2014 - June 2015
Impark August 2011 - January 2014
ContourGlobal October 2010 - November 2010
The Capstone Partnership January 2010 - March 2010
JPMorgan Chase June 2008 - November 2008
Bear, Stearns & Co. Inc. May 1997 - June 2008
Skills
Employee Relations, Human Resources, Recruiting, Microsoft Excel, Onboarding, PowerPoint, New Hire Orientations, Personnel Management, Performance Management, Employee Benefits, HRIS, Access, Microsoft Word, HR Policies, Succession Planning, PeopleSoft, Taleo, Word, Excel, Collective Bargaining, Union Relations, E-Verify, Talent Management, Talent Acquisition
Education
City University of New York-Baruch College - Zicklin School of Business
Bachelor of Business Administration, Human Resources
Jim Kelly Jim Kelly's Bear, Stearns & Co. Inc. Experience 2003 - May 2008
Job Senior Vice President First Data Corporation
Industry Financial Services
Experience
First Data Corporation April 2015 - Present
JPMorgan Chase June 2008 - March 2015
Bear, Stearns & Co. Inc. 2003 - May 2008
New York State Office of Homeland Security October 2001 - July 2003
OnPlan Inc October 2000 - September 2001
Proginet September 1989 - October 2000
Skills
Securities
Education
Fordham University School of Law
Juris Doctor
St. John's University School of Law
Fordham Gabelli School of Business
MBA, International Management
Manhattan College
BS, Computer Science
First Data Corporation April 2015 - Present
JPMorgan Chase June 2008 - March 2015
Bear, Stearns & Co. Inc. 2003 - May 2008
New York State Office of Homeland Security October 2001 - July 2003
OnPlan Inc October 2000 - September 2001
Proginet September 1989 - October 2000
Skills
Securities
Education
Fordham University School of Law
Juris Doctor
St. John's University School of Law
Fordham Gabelli School of Business
MBA, International Management
Manhattan College
BS, Computer Science
Gordon Szerlip's Bear, Stearns & Co. Inc. Experience 1980 - 1993
Job Financial Professional at New York Life
Industry Financial Services
Experience
New York Life October 2010 - Present
Merrill Lynch 2008 - May 2010
Highroad Capital 2006 - 2008
Eyeon Partners, LLC 2005 - 2006
Adams Harkness 1994 - 2004
Smith Barney Shearson 1993 - 1994
Bear, Stearns & Co. Inc. 1980 - 1993
Skills
Creative Problem Solving, Customer Satisfaction, Investments, Securities, Retirement Planning, Equities, Public Speaking, Risk Management, Finance, Insurance, Financial Services, Retirement, Life Insurance, Fixed Annuities, Investment Strategies, Options, Asset Protection, Income Protection, Succession Planning, Honesty, Pension Provider, Longterm Care Insurance, Pay Check For Life, Executive Pay, Licensed in Long-Term...
Education
Emerson College 1975 — 1980
B.S., SPEECH, 1980
New York Life October 2010 - Present
Merrill Lynch 2008 - May 2010
Highroad Capital 2006 - 2008
Eyeon Partners, LLC 2005 - 2006
Adams Harkness 1994 - 2004
Smith Barney Shearson 1993 - 1994
Bear, Stearns & Co. Inc. 1980 - 1993
Skills
Creative Problem Solving, Customer Satisfaction, Investments, Securities, Retirement Planning, Equities, Public Speaking, Risk Management, Finance, Insurance, Financial Services, Retirement, Life Insurance, Fixed Annuities, Investment Strategies, Options, Asset Protection, Income Protection, Succession Planning, Honesty, Pension Provider, Longterm Care Insurance, Pay Check For Life, Executive Pay, Licensed in Long-Term...
Education
Emerson College 1975 — 1980
B.S., SPEECH, 1980
Grant Reichlin Grant Reichlin's Bear, Stearns & Co. Inc. Experience July 1998 - July 2000
Job Senior Loan Officer at Sterling National Bank
Industry Real Estate
Experience
Sterling National Bank April 2014 - Present
Apple Mortgage Corp.(acquired by Sterling National Bank) June 2005 - April 2014
Fortress Global Investigations December 2002 - June 2005
PepsiCo, Inc. June 2002 - August 2002
GRUPPO, LEVEY & CO. (www.glconline.com) July 2000 - October 2001
BEAR, STEARNS & CO. INC. July 1998 - July 2000
Skills
Valuation, Loans, Private Equity, Financial Modeling, Investments, Due Diligence, Residential Homes, Negotiation, Business Planning, Equities, Investment Properties, Strategy, Financial Analysis, Strategic Partnerships, Mortgage Lending, Real Estate Economics, Banking, Mergers & Acquisitions, Real Estate Transactions, Real Estate, Mergers, Investors, Residential Mortgages, Commercial Mortgages, Jumbo Mortgage, Mortgage Banking, Real Estate Financing, Financial Services, Financial Advisory, Advising People, Advice, General Business Advice, General Advice, Customer Service, Real Estate Lending, Mortgage Brokers, Loan Origination, Finance, Commercial Real Estate, Credit, Sales, Refinance, Marketing, FHA
Education
EMORY UNIVERSITY, GOIZUETA BUSINESS SCHOOL 1994 — 1998
Bachelor of Business Administration With Distinction in Finance
Emory University
King David Linksfield
Sterling National Bank April 2014 - Present
Apple Mortgage Corp.(acquired by Sterling National Bank) June 2005 - April 2014
Fortress Global Investigations December 2002 - June 2005
PepsiCo, Inc. June 2002 - August 2002
GRUPPO, LEVEY & CO. (www.glconline.com) July 2000 - October 2001
BEAR, STEARNS & CO. INC. July 1998 - July 2000
Skills
Valuation, Loans, Private Equity, Financial Modeling, Investments, Due Diligence, Residential Homes, Negotiation, Business Planning, Equities, Investment Properties, Strategy, Financial Analysis, Strategic Partnerships, Mortgage Lending, Real Estate Economics, Banking, Mergers & Acquisitions, Real Estate Transactions, Real Estate, Mergers, Investors, Residential Mortgages, Commercial Mortgages, Jumbo Mortgage, Mortgage Banking, Real Estate Financing, Financial Services, Financial Advisory, Advising People, Advice, General Business Advice, General Advice, Customer Service, Real Estate Lending, Mortgage Brokers, Loan Origination, Finance, Commercial Real Estate, Credit, Sales, Refinance, Marketing, FHA
Education
EMORY UNIVERSITY, GOIZUETA BUSINESS SCHOOL 1994 — 1998
Bachelor of Business Administration With Distinction in Finance
Emory University
King David Linksfield
Daniel Price's Bear, Stearns & Co. Inc. Experience 1999 - 2001
Job President and CEO at OneTitle National Guaranty Company
Industry Real Estate
Experience
OneTitle National Guaranty Company January 2013 - Present
Moelis Capital Partners November 2010 - December 2012
Gracie Asset Management (Subsidiary of Moelis & Company) August 2009 - December 2012
McKinsey & Company August 2004 - July 2009
McKinsey & Company May 2003 - August 2003
Bear, Stearns & Co. Inc. 1999 - 2001
U.S. Senator Christopher J. Dodd January 1999 - June 1999
Skills
Private Equity, International Business, Due Diligence, Management Consulting, Corporate Finance, M&A experience, Business Strategy, Strategy Development, Strategic Planning, Asset Management, Emerging Markets, Mergers, Strategic Partnerships, Investments, Corporate Development, Alternative Investments, Business Planning, Strategy, Investment Banking
Education
Columbia University - Columbia Business School
MBA
Loomis Chaffee
Yale University
BA, Economics and Political Science
OneTitle National Guaranty Company January 2013 - Present
Moelis Capital Partners November 2010 - December 2012
Gracie Asset Management (Subsidiary of Moelis & Company) August 2009 - December 2012
McKinsey & Company August 2004 - July 2009
McKinsey & Company May 2003 - August 2003
Bear, Stearns & Co. Inc. 1999 - 2001
U.S. Senator Christopher J. Dodd January 1999 - June 1999
Skills
Private Equity, International Business, Due Diligence, Management Consulting, Corporate Finance, M&A experience, Business Strategy, Strategy Development, Strategic Planning, Asset Management, Emerging Markets, Mergers, Strategic Partnerships, Investments, Corporate Development, Alternative Investments, Business Planning, Strategy, Investment Banking
Education
Columbia University - Columbia Business School
MBA
Loomis Chaffee
Yale University
BA, Economics and Political Science
Marc Sugar Marc Sugar's Bear, Stearns & Co. Inc. Experience 1989 - 1991
Job Director / Product Mgt. at BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2008 - Present
Banc of America Securities March 2005 - October 2008
Panetta Physical Therapy 2004 - 2005
HD BROUS & Co April 2000 - August 2002
Furman Selz / ING 1993 - 2000
Midwood Securities May 1991 - 1993
Bear, Stearns & Co. Inc. 1989 - 1991
Skills
Equities, Prime Brokerage, Trading, Investment Banking, Electronic Trading, Portfolio Management, Hedge Funds, Financial Services, Hedging, Finance, Capital Markets, Fixed Income, Trading Systems, Options, Investments, CRM, Financial Risk, Financial Markets, Equity Derivatives, Derivatives, Bloomberg, Structured Products, Middle Office, Securities, FX Options, Alternative Investments, Asset Management, Market Data, Cash Management, Bonds, Back Office, Series 7, Corporate Actions, Settlement, Series 63, Equity Trading, Emerging Markets, Proprietary Trading, Management, Risk Management
Education
Adelphi University
BCHS
BNP Paribas October 2008 - Present
Banc of America Securities March 2005 - October 2008
Panetta Physical Therapy 2004 - 2005
HD BROUS & Co April 2000 - August 2002
Furman Selz / ING 1993 - 2000
Midwood Securities May 1991 - 1993
Bear, Stearns & Co. Inc. 1989 - 1991
Skills
Equities, Prime Brokerage, Trading, Investment Banking, Electronic Trading, Portfolio Management, Hedge Funds, Financial Services, Hedging, Finance, Capital Markets, Fixed Income, Trading Systems, Options, Investments, CRM, Financial Risk, Financial Markets, Equity Derivatives, Derivatives, Bloomberg, Structured Products, Middle Office, Securities, FX Options, Alternative Investments, Asset Management, Market Data, Cash Management, Bonds, Back Office, Series 7, Corporate Actions, Settlement, Series 63, Equity Trading, Emerging Markets, Proprietary Trading, Management, Risk Management
Education
Adelphi University
BCHS
Anita Vora Krpata Anita Vora Krpata's Bear, Stearns & Co. Inc. Experience August 2001 - June 2008
Job
Industry Cosmetics
Experience
TYRA beauty October 2014 - Present
Stella & Dot July 2012 - October 2014
Stella & Dot March 2010 - July 2012
Coastside Mothers' Club January 2009 - January 2011
Bear, Stearns & Co. Inc. August 2001 - June 2008
Clinique Laboratories LLC August 1998 - July 1999
Clinique Laboratories LLC October 1997 - August 1998
Skills
Mergers, Investment Banking, Capital Markets, Pricing, Equities, Strategic Planning, Business Strategy, Product Development, Cross-functional Team..., Leadership, Management, Mergers & Acquisitions, Start-ups, Marketing, Analytics, Program Management, Sales, Strategy, Training, Social Media Marketing, Social Media
Education
Harvard Business School Executive Education 2014 — 2014
Aligning Strategy & Sales
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance
Vassar College 1991 — 1995
BA, History
Cranbrook Kingswood 1988 — 1991
High School
TYRA beauty October 2014 - Present
Stella & Dot July 2012 - October 2014
Stella & Dot March 2010 - July 2012
Coastside Mothers' Club January 2009 - January 2011
Bear, Stearns & Co. Inc. August 2001 - June 2008
Clinique Laboratories LLC August 1998 - July 1999
Clinique Laboratories LLC October 1997 - August 1998
Skills
Mergers, Investment Banking, Capital Markets, Pricing, Equities, Strategic Planning, Business Strategy, Product Development, Cross-functional Team..., Leadership, Management, Mergers & Acquisitions, Start-ups, Marketing, Analytics, Program Management, Sales, Strategy, Training, Social Media Marketing, Social Media
Education
Harvard Business School Executive Education 2014 — 2014
Aligning Strategy & Sales
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
MBA, Finance
Vassar College 1991 — 1995
BA, History
Cranbrook Kingswood 1988 — 1991
High School
Jonathan Beck's Bear, Stearns & Co. Inc. Experience February 1997 - July 2008
Job MD, Head of Strategy & Process Improvement, JPMorgan Asset Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2012 - Present
JPMorgan Chase January 2011 - September 2012
Russell Investments November 2009 - January 2011
Misys plc July 2008 - November 2009
Bear, Stearns & Co. Inc. February 1997 - July 2008
Prudential Insurance August 1995 - January 1997
Skills
Business Development, Offshoring, Securities, Mergers, Strategy, Equities, Investment Banking, Asset Managment, Due Diligence, Valuation, Financial Modeling, Mortgage Banking, Mortgage Servicing, Operational Turnaround
Education
Brown University 1991 — 1995
AB
J.P. Morgan September 2012 - Present
JPMorgan Chase January 2011 - September 2012
Russell Investments November 2009 - January 2011
Misys plc July 2008 - November 2009
Bear, Stearns & Co. Inc. February 1997 - July 2008
Prudential Insurance August 1995 - January 1997
Skills
Business Development, Offshoring, Securities, Mergers, Strategy, Equities, Investment Banking, Asset Managment, Due Diligence, Valuation, Financial Modeling, Mortgage Banking, Mortgage Servicing, Operational Turnaround
Education
Brown University 1991 — 1995
AB
Danielle Struss Danielle Struss's Bear, Stearns & Co. Inc. Experience January 1995 - December 2002
Job Director, Global Strategic Sourcing Operations at Icahn Enterprises
Industry Financial Services
Experience
Icahn Associates May 2002 - Present
Bear, Stearns & Co. Inc. January 1995 - December 2002
Goldman Sachs January 1992 - December 1995
Skills
Strategic Sourcing, Cost Reduction, Sourcing, Negotiation, Business Strategy, Strategic Planning, Procurement, Contract Negotiation, Financial Analysis, Contract Management, Purchasing, Process Improvement, Change Management, Operations Management, Supply Chain Management, Private Equity
Education
Saint John's University 1995 — 1996
Columbia University in the City of New York 1994 — 1995
University at Albany, SUNY 1988 — 1992
Icahn Associates May 2002 - Present
Bear, Stearns & Co. Inc. January 1995 - December 2002
Goldman Sachs January 1992 - December 1995
Skills
Strategic Sourcing, Cost Reduction, Sourcing, Negotiation, Business Strategy, Strategic Planning, Procurement, Contract Negotiation, Financial Analysis, Contract Management, Purchasing, Process Improvement, Change Management, Operations Management, Supply Chain Management, Private Equity
Education
Saint John's University 1995 — 1996
Columbia University in the City of New York 1994 — 1995
University at Albany, SUNY 1988 — 1992
Michael Ritz Michael Ritz's Bear, Stearns & Co. Inc. Experience 2001 - 2006
Job Vice President at Albanese Organization, Inc.
Industry Real Estate
Experience
Albanese Organization, Inc. 2014 - Present
Invesco Ltd. 2011 - 2014
Benchmark Real Estate Partners 2009 - 2011
Tarragon Development Corp 2008 - 2009
Bear, Stearns & Co. Inc. 2001 - 2006
Skills
Asset Managment, Valuation, Real Estate Economics, Financial Modeling, CMBS, Due Diligence, Investments, Capital Markets, Private Equity, Real Estate Development, Portfolio Management, Financial Analysis
Education
Columbia University in the City of New York 2006 — 2008
Masters, Real Estate
Bucknell University 1997 — 2001
BA, Finance
Albanese Organization, Inc. 2014 - Present
Invesco Ltd. 2011 - 2014
Benchmark Real Estate Partners 2009 - 2011
Tarragon Development Corp 2008 - 2009
Bear, Stearns & Co. Inc. 2001 - 2006
Skills
Asset Managment, Valuation, Real Estate Economics, Financial Modeling, CMBS, Due Diligence, Investments, Capital Markets, Private Equity, Real Estate Development, Portfolio Management, Financial Analysis
Education
Columbia University in the City of New York 2006 — 2008
Masters, Real Estate
Bucknell University 1997 — 2001
BA, Finance
Timothy Murray's Bear, Stearns & Co. Inc. Experience July 2004 - August 2006
Job Business Development Manager at Zignal Labs
Industry Information Technology and Services
Experience
Zignal Labs August 2015 - Present
Zignal Labs February 2014 - Present
salesforce.com June 2013 - February 2014
HSBC Securities August 2006 - March 2013
Bear, Stearns & Co. Inc. July 2004 - August 2006
Skills
Digital Media, Business Development, Analytics, Competitive Analysis, Valuation, Financial Modeling, Business Strategy, Market Research, Start-ups, Strategic Planning, Entrepreneurship, Portfolio Management, Investments, Private Equity, Series 7, Series 63, Bonds, Capital Markets, Bloomberg, Hedge Funds
Education
Columbia University in the City of New York 2000 — 2004
Bachelor's degree, Political Science and Government
Fairfield College Preparatory School
Zignal Labs August 2015 - Present
Zignal Labs February 2014 - Present
salesforce.com June 2013 - February 2014
HSBC Securities August 2006 - March 2013
Bear, Stearns & Co. Inc. July 2004 - August 2006
Skills
Digital Media, Business Development, Analytics, Competitive Analysis, Valuation, Financial Modeling, Business Strategy, Market Research, Start-ups, Strategic Planning, Entrepreneurship, Portfolio Management, Investments, Private Equity, Series 7, Series 63, Bonds, Capital Markets, Bloomberg, Hedge Funds
Education
Columbia University in the City of New York 2000 — 2004
Bachelor's degree, Political Science and Government
Fairfield College Preparatory School
Tanaya (Parikh) Kasavana Tanaya (Parikh) Kasavana's Bear, Stearns & Co. Inc. Experience July 2005 - June 2007
Job Partner Lead, Home and Personal Care at Google
Industry Marketing and Advertising
Experience
Google March 2015 - Present
Rent The Runway September 2014 - February 2015
Rent The Runway September 2013 - August 2014
Unilever April 2013 - August 2013
Unilever June 2011 - April 2013
Kellogg School of Management August 2009 - June 2011
Kiva.org January 2009 - July 2009
Equinox Fitness July 2007 - December 2008
Bear, Stearns & Co. Inc. July 2005 - June 2007
Skills
Marketing Strategy, Brand Development, Product Marketing, Online Marketing, Competitive Analysis, Segmentation, Analytics, Market Research, Cross-functional Team..., Social Media, Brand Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing, Management and Strategy
Emory University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Poly Prep
Google March 2015 - Present
Rent The Runway September 2014 - February 2015
Rent The Runway September 2013 - August 2014
Unilever April 2013 - August 2013
Unilever June 2011 - April 2013
Kellogg School of Management August 2009 - June 2011
Kiva.org January 2009 - July 2009
Equinox Fitness July 2007 - December 2008
Bear, Stearns & Co. Inc. July 2005 - June 2007
Skills
Marketing Strategy, Brand Development, Product Marketing, Online Marketing, Competitive Analysis, Segmentation, Analytics, Market Research, Cross-functional Team..., Social Media, Brand Management
Education
Northwestern University - Kellogg School of Management 2009 — 2011
MBA, Marketing, Management and Strategy
Emory University 2001 — 2005
Bachelor of Arts (B.A.), Economics
Poly Prep
Tyler Leshney's Bear, Stearns & Co. Inc. Experience 1995 - 1997
Job
Industry Telecommunications
Experience
Ultra Mobile June 2015 - Present
LAC Group June 2013 - June 2015
Deluxe Entertainment Services Group January 2013 - June 2013
Deluxe Entertainment Services Group January 2011 - January 2013
Deluxe Entertainment Services Group 2007 - March 2011
Ascent Media Group 2001 - 2006
Broadband Sports, Inc. 1999 - 2000
The TCW Group 1997 - 1999
Bear, Stearns & Co. Inc. 1995 - 1997
Skills
Post Production, Digital Media, Television, Broadcast, Digital Video, Archives, New Business Development, Financial Modeling, Executive Management, Management, Team Building, Streamlining Operations, Operational Efficiency, Strategic Planning, Marketing Strategy, Sales Growth, Leadership, Digital Asset Management, Film, Video Production, Video, Feature Films, HD Video, VOD, Digital Strategy, New Media, CRM, Streaming Media, Media Production, Digital Distribution, Strategic Partnerships, Business Development, Broadcast Television
Education
Harvard University 1991 — 1995
AB, Government
Daniel Hand High School 1987 — 1991
Ultra Mobile June 2015 - Present
LAC Group June 2013 - June 2015
Deluxe Entertainment Services Group January 2013 - June 2013
Deluxe Entertainment Services Group January 2011 - January 2013
Deluxe Entertainment Services Group 2007 - March 2011
Ascent Media Group 2001 - 2006
Broadband Sports, Inc. 1999 - 2000
The TCW Group 1997 - 1999
Bear, Stearns & Co. Inc. 1995 - 1997
Skills
Post Production, Digital Media, Television, Broadcast, Digital Video, Archives, New Business Development, Financial Modeling, Executive Management, Management, Team Building, Streamlining Operations, Operational Efficiency, Strategic Planning, Marketing Strategy, Sales Growth, Leadership, Digital Asset Management, Film, Video Production, Video, Feature Films, HD Video, VOD, Digital Strategy, New Media, CRM, Streaming Media, Media Production, Digital Distribution, Strategic Partnerships, Business Development, Broadcast Television
Education
Harvard University 1991 — 1995
AB, Government
Daniel Hand High School 1987 — 1991
Sheila Chen Lawrence Sheila Chen Lawrence's Bear, Stearns & Co. Inc. Experience July 2001 - July 2004
Job Senior Client Advisor at Ballentine Partners, LLC
Industry Financial Services
Experience
Ballentine Partners, LLC June 2007 - Present
The Fletcher School of Law and Diplomacy January 2007 - May 2007
Government of Singapore Investment Corporation May 2006 - August 2006
Bear, Stearns & Co. Inc. July 2001 - July 2004
Education
Harvard Business School 2006 — 2007
Coursework
Tufts University - The Fletcher School of Law and Diplomacy 2005 — 2007
MA, International Investment and Trade, International Negotiation and Conflict Resolution
University of California, Berkeley 1999 — 2001
B.A., Economics, Business Administration
New York University 1997 — 1999
Ballentine Partners, LLC June 2007 - Present
The Fletcher School of Law and Diplomacy January 2007 - May 2007
Government of Singapore Investment Corporation May 2006 - August 2006
Bear, Stearns & Co. Inc. July 2001 - July 2004
Education
Harvard Business School 2006 — 2007
Coursework
Tufts University - The Fletcher School of Law and Diplomacy 2005 — 2007
MA, International Investment and Trade, International Negotiation and Conflict Resolution
University of California, Berkeley 1999 — 2001
B.A., Economics, Business Administration
New York University 1997 — 1999
Carolyn Steinmetz's Bear, Stearns & Co. Inc. Experience July 2005 - November 2007
Job Vice President, Finance and Deal Analysis, STX Entertainment
Industry Entertainment
Experience
STX Entertainment June 2014 - Present
Exclusive Media Group ; Hammer & Spitfire May 2012 - May 2014
Rizvi Traverse Management April 2011 - April 2012
NBC Universal January 2011 - April 2011
Warner Bros. Entertainment Group of Companies June 2010 - December 2010
Paramount Pictures March 2010 - June 2010
Goldman Sachs December 2007 - November 2008
Bear, Stearns & Co. Inc. July 2005 - November 2007
Skills
Strategy, Private Equity, Financial Modeling, Business Development, Entertainment, Strategic Partnerships, Finance, Business Strategy, Mergers & Acquisitions, Due Diligence, Digital Media, Corporate Development, Competitive Analysis, Analysis, Business Planning, Financial Analysis
Education
UCLA Anderson School of Management 2009 — 2011
M.B.A., Strategic Management
Dartmouth College 2001 — 2005
B.A., Economics
Mira Costa
STX Entertainment June 2014 - Present
Exclusive Media Group ; Hammer & Spitfire May 2012 - May 2014
Rizvi Traverse Management April 2011 - April 2012
NBC Universal January 2011 - April 2011
Warner Bros. Entertainment Group of Companies June 2010 - December 2010
Paramount Pictures March 2010 - June 2010
Goldman Sachs December 2007 - November 2008
Bear, Stearns & Co. Inc. July 2005 - November 2007
Skills
Strategy, Private Equity, Financial Modeling, Business Development, Entertainment, Strategic Partnerships, Finance, Business Strategy, Mergers & Acquisitions, Due Diligence, Digital Media, Corporate Development, Competitive Analysis, Analysis, Business Planning, Financial Analysis
Education
UCLA Anderson School of Management 2009 — 2011
M.B.A., Strategic Management
Dartmouth College 2001 — 2005
B.A., Economics
Mira Costa
Amy Kurfist's Bear, Stearns & Co. Inc. Experience February 2005 - July 2007
Job Event marketing professional
Industry Financial Services
Experience
Needham & Company February 2015 - Present
Fountain House February 2014 - December 2014
BMO Capital Markets September 2012 - February 2014
UBS Investment Bank July 2010 - August 2012
Kelley Executive Partners May 2008 - August 2008
Bear, Stearns & Co. Inc. February 2005 - July 2007
Bear, Stearns & Co. Inc. July 2003 - February 2005
Skills
Marketing Strategy, Marketing, Market Research, Analytics, Competitive Analysis, Event Planning, Event Management, Corporate Events, Corporate Communications, Marketing Communications, Brand Management, Management, Analysis, Equities, Segmentation, Data Analysis, Business Strategy, Market Analysis, Sales, Financial Analysis, CRM, Entrepreneurship, Product Marketing, Strategic Planning, Budgets, Fundraising
Education
Indiana University - Kelley School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Marketing/Entrepreneurship
Boston University 1999 — 2002
Bachelor of Science (B.S.), Communications
Needham & Company February 2015 - Present
Fountain House February 2014 - December 2014
BMO Capital Markets September 2012 - February 2014
UBS Investment Bank July 2010 - August 2012
Kelley Executive Partners May 2008 - August 2008
Bear, Stearns & Co. Inc. February 2005 - July 2007
Bear, Stearns & Co. Inc. July 2003 - February 2005
Skills
Marketing Strategy, Marketing, Market Research, Analytics, Competitive Analysis, Event Planning, Event Management, Corporate Events, Corporate Communications, Marketing Communications, Brand Management, Management, Analysis, Equities, Segmentation, Data Analysis, Business Strategy, Market Analysis, Sales, Financial Analysis, CRM, Entrepreneurship, Product Marketing, Strategic Planning, Budgets, Fundraising
Education
Indiana University - Kelley School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Marketing/Entrepreneurship
Boston University 1999 — 2002
Bachelor of Science (B.S.), Communications
Bjorn Seebach's Bear, Stearns & Co. Inc. Experience July 2004 - June 2006
Job Investment Officer at Washington State Investment Board
Industry Venture Capital & Private Equity
Experience
Washington State Investment Board November 2014 - Present
Abbott Capital October 2011 - March 2014
AlpInvest November 2010 - January 2011
Commonfund Capital July 2006 - July 2009
Bear, Stearns & Co. Inc. July 2004 - June 2006
Skills
Valuation, Private Equity, Venture Capital, Strategy, Portfolio Management, Due Diligence, Finance, Investment Banking, Investments, Mergers
Education
INSEAD 2009 — 2010
MBA
Babson College 2000 — 2004
Bachelor of Science in Business Management, summa cum laude, Finance
The London School of Economics and Political Science (LSE) 2002 — 2003
Exchange Student, Accounting and Finance
Washington State Investment Board November 2014 - Present
Abbott Capital October 2011 - March 2014
AlpInvest November 2010 - January 2011
Commonfund Capital July 2006 - July 2009
Bear, Stearns & Co. Inc. July 2004 - June 2006
Skills
Valuation, Private Equity, Venture Capital, Strategy, Portfolio Management, Due Diligence, Finance, Investment Banking, Investments, Mergers
Education
INSEAD 2009 — 2010
MBA
Babson College 2000 — 2004
Bachelor of Science in Business Management, summa cum laude, Finance
The London School of Economics and Political Science (LSE) 2002 — 2003
Exchange Student, Accounting and Finance
Edith Silver Walker Edith Silver Walker's Bear, Stearns & Co. Inc. Experience September 1989 - April 1991
Job aspiring cultural writer
Industry Writing and Editing
Experience
private client August 2005 - Present
Pets Unlimited April 2002 - September 2008
VetSOS May 2006 - July 2008
United Airlines February 1995 - November 1998
while self-studying Mandarin Chinese through Yale's program August 1993 - December 1994
First Albany Corporation April 1991 - August 1993
Bear, Stearns & Co. Inc. September 1989 - April 1991
Skills
Editing, Proofreading, Photography, Event Planning, Start-ups, Copy Editing, Strategic Planning, Budgets, Grant Writing, Spanish, Administration, Media Relations, Teaching
Education
Trinity College-Hartford 1985 — 1989
BA, English Literature
Birkbeck, U. of London 1987 — 1987
Humanities Program
private client August 2005 - Present
Pets Unlimited April 2002 - September 2008
VetSOS May 2006 - July 2008
United Airlines February 1995 - November 1998
while self-studying Mandarin Chinese through Yale's program August 1993 - December 1994
First Albany Corporation April 1991 - August 1993
Bear, Stearns & Co. Inc. September 1989 - April 1991
Skills
Editing, Proofreading, Photography, Event Planning, Start-ups, Copy Editing, Strategic Planning, Budgets, Grant Writing, Spanish, Administration, Media Relations, Teaching
Education
Trinity College-Hartford 1985 — 1989
BA, English Literature
Birkbeck, U. of London 1987 — 1987
Humanities Program
Matthew Dunnigan Matthew Dunnigan's Bear, Stearns & Co. Inc. Experience July 2006 - June 2008
Job Global Treasurer at Restaurant Brands International
Industry Restaurants
Experience
Restaurant Brands International December 2014 - Present
Burger King Corporation October 2014 - Present
Crescent Capital Group September 2013 - October 2014
Wharton Private Equity & Venture Capital Conference February 2012 - May 2013
H.I.G. Capital July 2008 - June 2011
Bear, Stearns & Co. Inc. July 2006 - June 2008
Skills
Private Equity, Hedge Funds, Investment Management, Restructuring, Debt Restructuring, Portfolio Management, Venture Capital, Leveraged Finance, Investments, Capital Markets, Corporate Finance, Growth Capital, Investing, Credit Analysis, Distressed Debt, High Yield Bonds, Fixed Income, Capital Structure, Relative Value, Business Analysis, Company Valuation, Competitive Analysis, Negotiation, Asset Management, Structured Finance
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Finance
Bucknell University 2002 — 2006
BS, Business, Economics
Restaurant Brands International December 2014 - Present
Burger King Corporation October 2014 - Present
Crescent Capital Group September 2013 - October 2014
Wharton Private Equity & Venture Capital Conference February 2012 - May 2013
H.I.G. Capital July 2008 - June 2011
Bear, Stearns & Co. Inc. July 2006 - June 2008
Skills
Private Equity, Hedge Funds, Investment Management, Restructuring, Debt Restructuring, Portfolio Management, Venture Capital, Leveraged Finance, Investments, Capital Markets, Corporate Finance, Growth Capital, Investing, Credit Analysis, Distressed Debt, High Yield Bonds, Fixed Income, Capital Structure, Relative Value, Business Analysis, Company Valuation, Competitive Analysis, Negotiation, Asset Management, Structured Finance
Education
Wharton School, University of Pennsylvania 2011 — 2013
MBA, Finance
Bucknell University 2002 — 2006
BS, Business, Economics
Jennifer Rosenthal Jennifer Rosenthal's Bear, Stearns & Co. Inc. Experience October 1993 - March 2000
Job Career Coach and EMBA Career Services Consultant at Columbia Business School
Industry Professional Training & Coaching
Experience
Columbia Business School October 2006 - Present
American Express January 2003 - June 2003
Columbia Business School September 2000 - May 2002
Bear, Stearns & Co. Inc. October 1993 - March 2000
LeBoeuf, Lamb, Leiby & MacRae June 1991 - October 1993
Skills
Strategy, Career Development, Venture Capital, Competitive Analysis, Emerging Markets, Leadership Development, Capital Markets, Finance, Analytics, Equity Research, Research, Marketing Strategy, Portfolio Management, Public Speaking, Quantitative Analytics, Career Development...
Education
Columbia Business School 2000 — 2002
MBA, Marketing and Finance
Columbia University - Columbia Business School 2000 — 2002
MBA, Business
New School University 1998 — 2000
MA, Human Resources Management
The University of Michigan 1986 — 1990
BA, Organizational Behavior
Columbia Business School October 2006 - Present
American Express January 2003 - June 2003
Columbia Business School September 2000 - May 2002
Bear, Stearns & Co. Inc. October 1993 - March 2000
LeBoeuf, Lamb, Leiby & MacRae June 1991 - October 1993
Skills
Strategy, Career Development, Venture Capital, Competitive Analysis, Emerging Markets, Leadership Development, Capital Markets, Finance, Analytics, Equity Research, Research, Marketing Strategy, Portfolio Management, Public Speaking, Quantitative Analytics, Career Development...
Education
Columbia Business School 2000 — 2002
MBA, Marketing and Finance
Columbia University - Columbia Business School 2000 — 2002
MBA, Business
New School University 1998 — 2000
MA, Human Resources Management
The University of Michigan 1986 — 1990
BA, Organizational Behavior
Richard Ruffer's Bear, Stearns & Co. Inc. Experience March 1997 - March 2007
Job Director at Intertrust Group
Industry Financial Services
Experience
Intertrust Group June 2013 - Present
Intertrust Group June 2012 - June 2013
Walkers Management Services September 2008 - June 2012
Institutional Credit Partners LLC March 2007 - June 2008
Bear, Stearns & Co. Inc. March 1997 - March 2007
Moody's Investors Service March 1994 - March 1997
Rogers & Wells September 1992 - March 1994
Brown & Wood September 1990 - September 1992
Skills
Capital Markets, Private Equity, Structured Finance, Hedge Funds, Mergers & Acquisitions, Alternative Investments, Due Diligence, Securitization, Corporate Law, CDO, Mutual Funds, Financial Structuring, Banking, Investments, Corporate Governance, Tax
Education
New York University School of Law 1991 — 1994
Master of Laws (LLM), Taxation
Cornell Law School 1987 — 1990
JD
Hamilton College 1983 — 1987
A.B., Asian Studies
Intertrust Group June 2013 - Present
Intertrust Group June 2012 - June 2013
Walkers Management Services September 2008 - June 2012
Institutional Credit Partners LLC March 2007 - June 2008
Bear, Stearns & Co. Inc. March 1997 - March 2007
Moody's Investors Service March 1994 - March 1997
Rogers & Wells September 1992 - March 1994
Brown & Wood September 1990 - September 1992
Skills
Capital Markets, Private Equity, Structured Finance, Hedge Funds, Mergers & Acquisitions, Alternative Investments, Due Diligence, Securitization, Corporate Law, CDO, Mutual Funds, Financial Structuring, Banking, Investments, Corporate Governance, Tax
Education
New York University School of Law 1991 — 1994
Master of Laws (LLM), Taxation
Cornell Law School 1987 — 1990
JD
Hamilton College 1983 — 1987
A.B., Asian Studies
Jeremy Swan Jeremy Swan's Bear, Stearns & Co. Inc. Experience July 1996 - October 2001
Job CohnReznick, Principal Private Equity and Venture Capital Industry Practice Leader, New York
Industry Management Consulting
Experience
CohnReznick February 2012 - Present
Protiviti Inc. September 2007 - February 2012
Gridley & Company LLC June 2006 - August 2007
Kaufman Bros. February 2003 - June 2006
Talisman Solutions November 2001 - February 2003
Bear, Stearns & Co. Inc. July 1996 - October 2001
Skills
Mergers, Mergers & Acquisitions, Private Equity, Corporate Development, Strategy, Due Diligence, Investment Banking
Education
Hamilton College 1992 — 1996
BA
The London School of Economics and Political Science (LSE) 1994 — 1995
General Course
Hopkins 1989 — 1993
CohnReznick February 2012 - Present
Protiviti Inc. September 2007 - February 2012
Gridley & Company LLC June 2006 - August 2007
Kaufman Bros. February 2003 - June 2006
Talisman Solutions November 2001 - February 2003
Bear, Stearns & Co. Inc. July 1996 - October 2001
Skills
Mergers, Mergers & Acquisitions, Private Equity, Corporate Development, Strategy, Due Diligence, Investment Banking
Education
Hamilton College 1992 — 1996
BA
The London School of Economics and Political Science (LSE) 1994 — 1995
General Course
Hopkins 1989 — 1993
Greg Ciesielski Greg Ciesielski's Bear, Stearns & Co. Inc. Experience 2005 - 2007
Job Vice President at HarbourVest Partners
Industry Financial Services
Experience
HarbourVest Partners July 2013 - Present
HarbourVest August 2007 - July 2011
Bear, Stearns & Co. Inc. 2005 - 2007
Bear, Stearns & Co. Inc. June 2004 - August 2004
Skills
Valuation, Financial Modeling, Private Equity, LBO, Venture Capital, Risk Management, Corporate Finance, Equities, Mergers & Acquisitions, Investment Banking, Capital Markets, Bloomberg, Due Diligence, Alternative Investments, Investments, Hedge Funds
Education
Columbia University - Columbia Business School 2011 — 2013
MBA Candidate
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science (BS), Finance
Indiana University Bloomington 2001 — 2005
HarbourVest Partners July 2013 - Present
HarbourVest August 2007 - July 2011
Bear, Stearns & Co. Inc. 2005 - 2007
Bear, Stearns & Co. Inc. June 2004 - August 2004
Skills
Valuation, Financial Modeling, Private Equity, LBO, Venture Capital, Risk Management, Corporate Finance, Equities, Mergers & Acquisitions, Investment Banking, Capital Markets, Bloomberg, Due Diligence, Alternative Investments, Investments, Hedge Funds
Education
Columbia University - Columbia Business School 2011 — 2013
MBA Candidate
Indiana University - Kelley School of Business 2001 — 2005
Bachelor of Science (BS), Finance
Indiana University Bloomington 2001 — 2005
Douglas Korn's Bear, Stearns & Co. Inc. Experience 1999 - 2008
Job Senior Advisor at Irving Place Capital
Industry Investment Management
Experience
Irving Place Capital January 1999 - Present
Bear, Stearns & Co. Inc. 1999 - 2008
Eos Partners 1994 - 1998
The Blackstone Group 1988 - 1992
Skills
Private Equity, Mergers & Acquisitions, M&A experience, Venture Capital, Investments, Management, Due Diligence, Hedge Funds, Portfolio Management, Recapitalizations, Investment Banking, Mergers, Alternative Investments, Buyouts, Capital, Capital Markets, Corporate Development, Corporate Finance, LBO, Restructuring, Valuation
Education
Harvard Business School 1986 — 1988
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Finance and Accounting
Irving Place Capital January 1999 - Present
Bear, Stearns & Co. Inc. 1999 - 2008
Eos Partners 1994 - 1998
The Blackstone Group 1988 - 1992
Skills
Private Equity, Mergers & Acquisitions, M&A experience, Venture Capital, Investments, Management, Due Diligence, Hedge Funds, Portfolio Management, Recapitalizations, Investment Banking, Mergers, Alternative Investments, Buyouts, Capital, Capital Markets, Corporate Development, Corporate Finance, LBO, Restructuring, Valuation
Education
Harvard Business School 1986 — 1988
MBA
University of Pennsylvania - The Wharton School 1980 — 1984
BS Economics, Finance and Accounting
Barry Giarraputo Barry Giarraputo's Bear, Stearns & Co. Inc. Experience 1997 - 2006
Job Chief Accounting Officer and Controller at Apollo Global Management, Chief Financial Officer of AP Alternative Assets
Industry Venture Capital & Private Equity
Experience
Executive Board Member of ACDS 2009 - Present
Apollo Global Management October 2006 - Present
Bear, Stearns & Co. Inc. 1997 - 2006
Baruch College September 2003 - June 2005
PricewaterhouseCoopers July 1985 - October 1997
Skills
SEC filings, Private Equity, Accounting, Investment Banking, Financial Analysis, US GAAP, Financial Reporting, Strategic Financial..., Sarbanes-Oxley Act, Due Diligence, Corporate Finance, Financial Modeling, Hedge Funds, Management, Internal Controls, GAAP, Financial Risk, Auditing, Finance, Alternative Investments, Treasury, Broker-Dealer, Series 27, REIT, Distressed Debt, Securities, Strategy, Valuation, Financial Planning, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Accounting
Executive Board Member of ACDS 2009 - Present
Apollo Global Management October 2006 - Present
Bear, Stearns & Co. Inc. 1997 - 2006
Baruch College September 2003 - June 2005
PricewaterhouseCoopers July 1985 - October 1997
Skills
SEC filings, Private Equity, Accounting, Investment Banking, Financial Analysis, US GAAP, Financial Reporting, Strategic Financial..., Sarbanes-Oxley Act, Due Diligence, Corporate Finance, Financial Modeling, Hedge Funds, Management, Internal Controls, GAAP, Financial Risk, Auditing, Finance, Alternative Investments, Treasury, Broker-Dealer, Series 27, REIT, Distressed Debt, Securities, Strategy, Valuation, Financial Planning, SEC Filings
Education
Baruch College, City University of New York (CUNY) 1981 — 1985
BBA, Accounting
Daniel Ballen's Bear, Stearns & Co. Inc. Experience 2005 - 2007
Job
Industry Venture Capital & Private Equity
Experience
PIMCO June 2014 - Present
Community Board 2 Manhattan - Land Use and Business Development; Arts and Institutions Committees 2013 - Present
Pine Brook Partners 2011 - 2014
Bain Capital 2007 - 2010
Bear, Stearns & Co. Inc. 2005 - 2007
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Finance, Hedge Funds, LBO, Equities, Valuation, Investments, Alternative Investments, Financial Modeling, Due Diligence
Education
Emory University 2001 — 2005
Bachelor's Degree
PIMCO June 2014 - Present
Community Board 2 Manhattan - Land Use and Business Development; Arts and Institutions Committees 2013 - Present
Pine Brook Partners 2011 - 2014
Bain Capital 2007 - 2010
Bear, Stearns & Co. Inc. 2005 - 2007
Skills
Private Equity, Venture Capital, Investment Banking, Corporate Finance, Hedge Funds, LBO, Equities, Valuation, Investments, Alternative Investments, Financial Modeling, Due Diligence
Education
Emory University 2001 — 2005
Bachelor's Degree
Gerald Segal Gerald Segal's Bear, Stearns & Co. Inc. Experience 2000 - 2005
Job Managing Director, LeapRate
Industry Investment Banking
Experience
LeapRate 2010 - Present
Leap Capital 2005 - 2009
Bear, Stearns & Co. Inc. 2000 - 2005
Robertson Stephens 1998 - 2000
Merrill Lynch 1992 - 1998
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
University of Toronto 1985 — 1989
BCOM, Economics
LeapRate 2010 - Present
Leap Capital 2005 - 2009
Bear, Stearns & Co. Inc. 2000 - 2005
Robertson Stephens 1998 - 2000
Merrill Lynch 1992 - 1998
Education
Columbia University - Columbia Business School 1990 — 1992
MBA, Finance
University of Toronto 1985 — 1989
BCOM, Economics
Hernandez, Colleen Hernandez, Colleen's Bear, Stearns & Co. Inc. Experience 2004 - 2007
Job EA at The Forbes Company
Industry Executive Office
Experience
CBSi June 2007 - May 2010
Bear, Stearns & Co. Inc. 2004 - 2007
Primedia 1997 - 2004
Katharine Gibbs Schools, Inc. 1995 - 1997
JP Morgan 1992 - 1995
Skills
Social Media, Administrative..., Outlook, Microsoft Excel, PowerPoint, Social Networking, Event Management, Microsoft Word, Marketing, Event Planning, Budgets, Customer Service, Fundraising, Administrative...
Education
BCC
Baruch College, City University of New York (CUNY)
KGS
MHSN
CBSi June 2007 - May 2010
Bear, Stearns & Co. Inc. 2004 - 2007
Primedia 1997 - 2004
Katharine Gibbs Schools, Inc. 1995 - 1997
JP Morgan 1992 - 1995
Skills
Social Media, Administrative..., Outlook, Microsoft Excel, PowerPoint, Social Networking, Event Management, Microsoft Word, Marketing, Event Planning, Budgets, Customer Service, Fundraising, Administrative...
Education
BCC
Baruch College, City University of New York (CUNY)
KGS
MHSN
Wit Derby Wit Derby's Bear, Stearns & Co. Inc. Experience December 1998 - November 2007
Job Managing Director at FTI Consulting
Industry Management Consulting
Experience
FTI Consulting, Inc. May 2009 - Present
Kingsland Capital Management, LLC December 2007 - April 2009
Bear, Stearns & Co. Inc. December 1998 - November 2007
The Asahi Bank Limited, New York Branch April 1990 - December 1998
AKB Dialog Bank 1993 - 1993
Security Pacific Merchant Bank March 1989 - April 1990
Westpac Banking Corporation December 1986 - March 1989
ABN AMRO Bank N.V. August 1983 - December 1986
Skills
Mergers, Financial Statement..., Trade Finance, Enterprise Valuation, Risk Modeling, Capital Markets, Private Equity, Valuation, Leveraged Finance, Corporate Finance, Structured Finance, Hedge Funds, Restructuring, Financial Modeling, Investment Banking, Capital Structure, Financial Structuring, Mergers & Acquisitions, Portfolio Management, Equities, Trading, Credit Analysis, Credit, Investments, Derivatives, Risk Management, Finance, Financial Analysis, Banking, Financial Services, Securities, Loans
Education
New York University - Leonard N. Stern School of Business 1982 — 1982
Accounting & Finance
Cornell University 1979 — 1982
B.A., Economics
FTI Consulting, Inc. May 2009 - Present
Kingsland Capital Management, LLC December 2007 - April 2009
Bear, Stearns & Co. Inc. December 1998 - November 2007
The Asahi Bank Limited, New York Branch April 1990 - December 1998
AKB Dialog Bank 1993 - 1993
Security Pacific Merchant Bank March 1989 - April 1990
Westpac Banking Corporation December 1986 - March 1989
ABN AMRO Bank N.V. August 1983 - December 1986
Skills
Mergers, Financial Statement..., Trade Finance, Enterprise Valuation, Risk Modeling, Capital Markets, Private Equity, Valuation, Leveraged Finance, Corporate Finance, Structured Finance, Hedge Funds, Restructuring, Financial Modeling, Investment Banking, Capital Structure, Financial Structuring, Mergers & Acquisitions, Portfolio Management, Equities, Trading, Credit Analysis, Credit, Investments, Derivatives, Risk Management, Finance, Financial Analysis, Banking, Financial Services, Securities, Loans
Education
New York University - Leonard N. Stern School of Business 1982 — 1982
Accounting & Finance
Cornell University 1979 — 1982
B.A., Economics
Todd Lee, CFA Todd Lee, CFA's Bear, Stearns & Co. Inc. Experience September 1988 - March 1997
Job Athena Asset Management & Research, LLC
Industry Investment Management
Experience
Athena Asset Management & Research January 2000 - Present
Botti Brown Asset Management August 2004 - October 2006
Credit Suisse First Boston March 1997 - June 1999
Bear, Stearns & Co. Inc. September 1988 - March 1997
Alpha Investment Management 1996 - 1997
Drexel Burnham Lambert August 1987 - September 1988
Skills
Hedge Funds, Equities, Asset Managment, Investments, Alternative Investments, Valuation, Fixed Income, Portfolio Management, Private Equity, Financial Modeling, Equity Research, Capital Markets, Bloomberg, Securities, High Yield Bonds, Distressed Debt, Corporate Finance
Education
Arizona State University 1982 — 1987
Bachelors
Calabasas High
Athena Asset Management & Research January 2000 - Present
Botti Brown Asset Management August 2004 - October 2006
Credit Suisse First Boston March 1997 - June 1999
Bear, Stearns & Co. Inc. September 1988 - March 1997
Alpha Investment Management 1996 - 1997
Drexel Burnham Lambert August 1987 - September 1988
Skills
Hedge Funds, Equities, Asset Managment, Investments, Alternative Investments, Valuation, Fixed Income, Portfolio Management, Private Equity, Financial Modeling, Equity Research, Capital Markets, Bloomberg, Securities, High Yield Bonds, Distressed Debt, Corporate Finance
Education
Arizona State University 1982 — 1987
Bachelors
Calabasas High
Arif, Mir Arif, Mir's Bear, Stearns & Co. Inc. Experience March 1998 - December 1999
Job Managing Director, Madison Park Group
Industry Investment Banking
Experience
Madison Park Group October 2004 - Present
Blue Cloud Ventures October 2012 - Present
GlobalNet Partners January 2000 - October 2004
Bear Stearns & Co. Inc. March 1998 - December 1999
Peregrine Capital (Hong Kong) January 1997 - February 1998
Peregrine Capital (USA) January 1996 - December 1996
Peregrine Capital (USA) March 1995 - December 1995
Bear, Stearns & Co. Inc. September 1993 - March 1995
Skills
Venture Capital, Private Placements, Capital Raising, Private Equity, Corporate Development, Investment Banking, LBO, Mergers, Capital Markets, M&A experience, Valuation, Divestitures
Education
Columbia University in the City of New York 1992 — 1993
MS, Operations Research
Columbia University in the City of New York 1988 — 1992
BS, Electrical Engineering
Madison Park Group October 2004 - Present
Blue Cloud Ventures October 2012 - Present
GlobalNet Partners January 2000 - October 2004
Bear Stearns & Co. Inc. March 1998 - December 1999
Peregrine Capital (Hong Kong) January 1997 - February 1998
Peregrine Capital (USA) January 1996 - December 1996
Peregrine Capital (USA) March 1995 - December 1995
Bear, Stearns & Co. Inc. September 1993 - March 1995
Skills
Venture Capital, Private Placements, Capital Raising, Private Equity, Corporate Development, Investment Banking, LBO, Mergers, Capital Markets, M&A experience, Valuation, Divestitures
Education
Columbia University in the City of New York 1992 — 1993
MS, Operations Research
Columbia University in the City of New York 1988 — 1992
BS, Electrical Engineering
Clifford Davis Clifford Davis's Bear, Stearns & Co. Inc. Experience July 2001 - October 2007
Job Private investor
Industry Banking
Experience
BNP Paribas October 2007 - March 2015
Bear, Stearns & Co. Inc. July 2001 - October 2007
Skills
Fox Business, featured..., CNBC, featured guest, Derivatives week, source, Forbes Magazine, source, Institutional Investor..., Moneyline with Lou..., Wall Street Journal,..., Equities, Capital Markets, Derivatives, Investment Banking, Management, Fixed Income, Hedge Funds, Options
Education
Concordia University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
BNP Paribas October 2007 - March 2015
Bear, Stearns & Co. Inc. July 2001 - October 2007
Skills
Fox Business, featured..., CNBC, featured guest, Derivatives week, source, Forbes Magazine, source, Institutional Investor..., Moneyline with Lou..., Wall Street Journal,..., Equities, Capital Markets, Derivatives, Investment Banking, Management, Fixed Income, Hedge Funds, Options
Education
Concordia University 1998 — 2001
Bachelor of Business Administration (B.B.A.), Finance, General
Carolyn Saacke's Bear, Stearns & Co. Inc. Experience 1996 - 2001
Job Managing Director,Capital Markets NYSE
Industry Financial Services
Experience
NYSE 2006 - Present
Deloitte & Touche Corporate Finance LLC 2003 - 2006
Q Partners, LLC 2001 - 2003
Bear, Stearns & Co. Inc. 1996 - 2001
Citigroup Global Markets Inc. 1994 - 1996
Chase Manhattan Bank 1990 - 1993
Skills
Mergers & Acquisitions, Private Equity, Capital Markets, Valuation, Strategy, Start-ups, IPO, Financial Analysis, Business Development, Leveraged Finance, Management, Joint Ventures, Acquisition Integration, Divestitures, Credit, Project Management, Structured Products, High Yield, Financial Advisory, Equities
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1986 — 1990
BA, Economics
NYSE 2006 - Present
Deloitte & Touche Corporate Finance LLC 2003 - 2006
Q Partners, LLC 2001 - 2003
Bear, Stearns & Co. Inc. 1996 - 2001
Citigroup Global Markets Inc. 1994 - 1996
Chase Manhattan Bank 1990 - 1993
Skills
Mergers & Acquisitions, Private Equity, Capital Markets, Valuation, Strategy, Start-ups, IPO, Financial Analysis, Business Development, Leveraged Finance, Management, Joint Ventures, Acquisition Integration, Divestitures, Credit, Project Management, Structured Products, High Yield, Financial Advisory, Equities
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1986 — 1990
BA, Economics
Sary Awad's Bear, Stearns & Co. Inc. Experience July 1996 - July 1998
Job
Industry Venture Capital & Private Equity
Experience
Pier Six Capital, LLC January 2011 - Present
ZM Equity Partners January 2008 - August 2010
CM Equity Partners II, L.P. December 2000 - December 2007
CM Equity Partners, L.P. July 1998 - December 2000
Bear, Stearns & Co. Inc. July 1996 - July 1998
Japonica Partners 1995 - 1995
Education
Harvard Business School 2002 — 2002
PMD
Brown University 1991 — 1996
Sc.B. / A.B.
Saint Anns School 1989 — 1991
Pier Six Capital, LLC January 2011 - Present
ZM Equity Partners January 2008 - August 2010
CM Equity Partners II, L.P. December 2000 - December 2007
CM Equity Partners, L.P. July 1998 - December 2000
Bear, Stearns & Co. Inc. July 1996 - July 1998
Japonica Partners 1995 - 1995
Education
Harvard Business School 2002 — 2002
PMD
Brown University 1991 — 1996
Sc.B. / A.B.
Saint Anns School 1989 — 1991
Paul Lattarulo's Bear, Stearns & Co. Inc. Experience July 2003 - April 2005
Job
Industry Financial Services
Experience
RBC Capital Markets April 2013 - Present
Open Systems Consultant at RBC October 2012 - April 2013
MF Global May 2011 - March 2012
RBC Capital Markets December 2008 - May 2011
Natixis Capital Markets April 2005 - December 2008
Bear, Stearns & Co. Inc. July 2003 - April 2005
Merrill Lynch May 2003 - July 2003
UBS May 1998 - May 2003
Skills
Equities, Fixed Income, Equity Derivatives, Derivatives, Sophis, Capital Markets, Bloomberg, Hedge Funds, FX Options, Investment Banking, Options, Credit Derivatives, Structured Products, Bonds, Securities, Trading Systems, Financial Markets, Finance, Alternative Investments, Commodity, Securities Lending, Product Control, Swaps, Middle Office
Education
Bentley University 1992 — 1996
BS, Accounting
RBC Capital Markets April 2013 - Present
Open Systems Consultant at RBC October 2012 - April 2013
MF Global May 2011 - March 2012
RBC Capital Markets December 2008 - May 2011
Natixis Capital Markets April 2005 - December 2008
Bear, Stearns & Co. Inc. July 2003 - April 2005
Merrill Lynch May 2003 - July 2003
UBS May 1998 - May 2003
Skills
Equities, Fixed Income, Equity Derivatives, Derivatives, Sophis, Capital Markets, Bloomberg, Hedge Funds, FX Options, Investment Banking, Options, Credit Derivatives, Structured Products, Bonds, Securities, Trading Systems, Financial Markets, Finance, Alternative Investments, Commodity, Securities Lending, Product Control, Swaps, Middle Office
Education
Bentley University 1992 — 1996
BS, Accounting
James Hurley's Bear, Stearns & Co. Inc. Experience 2000 - 2005
Job
Industry Gambling & Casinos
Experience
IGT February 2015 - Present
Ralph Lauren 2007 - February 2015
Telsey Advisory Group 2006 - 2007
W Hotels 2005 - 2006
Bear, Stearns & Co. Inc. 2000 - 2005
Skills
Investor Relations, Public Relations, Apparel, Marketing, Financial Modeling, Retail, Equity Research, Management, Microsoft Excel, Valuation, Advertising, Business Development, Investments, Event Planning, Fashion, Corporate Communications, Competitive Analysis, PowerPoint, Business Strategy, Financial Analysis
Education
Columbia University in the City of New York
BA
Northwestern University - Kellogg School of Management
MBA
IGT February 2015 - Present
Ralph Lauren 2007 - February 2015
Telsey Advisory Group 2006 - 2007
W Hotels 2005 - 2006
Bear, Stearns & Co. Inc. 2000 - 2005
Skills
Investor Relations, Public Relations, Apparel, Marketing, Financial Modeling, Retail, Equity Research, Management, Microsoft Excel, Valuation, Advertising, Business Development, Investments, Event Planning, Fashion, Corporate Communications, Competitive Analysis, PowerPoint, Business Strategy, Financial Analysis
Education
Columbia University in the City of New York
BA
Northwestern University - Kellogg School of Management
MBA
Raymond Brady's Bear, Stearns & Co. Inc. Experience February 1994 - January 2001
Job Director International Tax at ITT Corporation
Industry Accounting
Experience
ITT Corporation September 2010 - Present
Chartis International April 2009 - September 2010
American International Group March 2008 - March 2009
Merrill Lynch & Co. Inc. January 2001 - February 2008
Bear, Stearns & Co. inc. February 1994 - January 2001
KPMG Peat marwick September 1990 - February 1994
Skills
Foreign Tax Credit, Tax, Corporate Tax, Sarbanes-Oxley Act, Tax Law, Income Tax, Tax Returns, Accounting, Financial Services, Tax Accounting
Education
Fordham University 1986 — 1990
BS
ITT Corporation September 2010 - Present
Chartis International April 2009 - September 2010
American International Group March 2008 - March 2009
Merrill Lynch & Co. Inc. January 2001 - February 2008
Bear, Stearns & Co. inc. February 1994 - January 2001
KPMG Peat marwick September 1990 - February 1994
Skills
Foreign Tax Credit, Tax, Corporate Tax, Sarbanes-Oxley Act, Tax Law, Income Tax, Tax Returns, Accounting, Financial Services, Tax Accounting
Education
Fordham University 1986 — 1990
BS
Laura Torgerson's Bear, Stearns & Co. Inc. Experience September 1992 - September 1996
Job
Industry Hospital & Health Care
Experience
West University Elementary PTO March 2012 - May 2014
UNICEF USA Advisory Council June 2009 - October 2013
Continuum Partners August 2004 - October 2005
Xcel Energy January 2001 - June 2004
Barclays Global Investors April 1998 - October 1999
Kalt, Rosen & Associates April 1997 - April 1998
Bear, Stearns & Co. Inc. September 1992 - September 1996
Skills
Event Planning, Strategy, Health Communication, Marketing Strategy, Product Management, Fundraising, Product Marketing, Product Development, Sales, Healthcare, Advertising, Marketing, Social Media, Strategic Communications, Research, Entrepreneurship, Marketing Communications, Public Relations
Education
Boston University 2009 — 2011
MS, Health Communications, 3.94
Michigan State University 1986 — 1990
Bachelor of Arts (BA), Business, History & English with a Prelaw Emphasis
University of Denver
Graduate Marketing Courses
University of California, Berkeley
graduate courses in finance and management
University of California, Los Angeles
Finance
University of Cambridge 1989 — 1989
Overseas Study Program, English Language and Literature, General
University of Texas School of Public Health 2015 — 2016
Graduate Certificate, Maternal and Child Health
West University Elementary PTO March 2012 - May 2014
UNICEF USA Advisory Council June 2009 - October 2013
Continuum Partners August 2004 - October 2005
Xcel Energy January 2001 - June 2004
Barclays Global Investors April 1998 - October 1999
Kalt, Rosen & Associates April 1997 - April 1998
Bear, Stearns & Co. Inc. September 1992 - September 1996
Skills
Event Planning, Strategy, Health Communication, Marketing Strategy, Product Management, Fundraising, Product Marketing, Product Development, Sales, Healthcare, Advertising, Marketing, Social Media, Strategic Communications, Research, Entrepreneurship, Marketing Communications, Public Relations
Education
Boston University 2009 — 2011
MS, Health Communications, 3.94
Michigan State University 1986 — 1990
Bachelor of Arts (BA), Business, History & English with a Prelaw Emphasis
University of Denver
Graduate Marketing Courses
University of California, Berkeley
graduate courses in finance and management
University of California, Los Angeles
Finance
University of Cambridge 1989 — 1989
Overseas Study Program, English Language and Literature, General
University of Texas School of Public Health 2015 — 2016
Graduate Certificate, Maternal and Child Health
Scott Tabor, CAIA's Bear, Stearns & Co. Inc. Experience June 2004 - September 2006
Job Vice President at Fund Evaluation Group
Industry Venture Capital & Private Equity
Experience
Fund Evaluation Group November 2012 - Present
Fort Washington Capital Partners November 2009 - November 2012
Commerce Street Venture Group October 2006 - May 2008
Bear, Stearns & Co. Inc. June 2004 - September 2006
Skills
Valuation, Financial Services, Private Equity, Venture Capital, Financial Modeling, Financial Analysis, Bloomberg, Alternative Investments
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance and Accounting
Cornell University 2000 — 2004
BA, Economics
Fund Evaluation Group November 2012 - Present
Fort Washington Capital Partners November 2009 - November 2012
Commerce Street Venture Group October 2006 - May 2008
Bear, Stearns & Co. Inc. June 2004 - September 2006
Skills
Valuation, Financial Services, Private Equity, Venture Capital, Financial Modeling, Financial Analysis, Bloomberg, Alternative Investments
Education
Indiana University - Kelley School of Business 2007 — 2009
MBA, Finance and Accounting
Cornell University 2000 — 2004
BA, Economics
Craig Hauret's Bear, Stearns & Co. Inc. Experience December 2002 - September 2006
Job Senior Credit Analyst at APG Asset Management U.S. Inc.
Industry Financial Services
Experience
APG Asset Management U.S. Inc. October 2008 - Present
Robeco Investments October 2006 - June 2008
Bear, Stearns & Co. Inc. December 2002 - September 2006
Standard & Poor's August 1999 - November 2002
Education
Cornell University 1993 — 1998
BS, Industrial Engineering
APG Asset Management U.S. Inc. October 2008 - Present
Robeco Investments October 2006 - June 2008
Bear, Stearns & Co. Inc. December 2002 - September 2006
Standard & Poor's August 1999 - November 2002
Education
Cornell University 1993 — 1998
BS, Industrial Engineering
Victor Gao's Bear, Stearns & Co. Inc. Experience November 2005 - May 2007
Job Innovator & Entrepreneur
Industry Venture Capital & Private Equity
Experience
Click Therapeutics, Inc. April 2012 - Present
Marinus Capital Advisors May 2012 - April 2014
Cerberus Capital Management September 2008 - December 2011
Credit Suisse Securities May 2007 - June 2008
Bear, Stearns & Co. Inc. November 2005 - May 2007
Skills
Portfolio Management, Risk Management, Agency MBS, Rates, Economics, Quantitative Investing, Fixed Income, Structured Finance, Investment Banking, Trading, Hedging, MBS, Investment Strategies, Hedge Funds, Financial Structuring, ABS, Bloomberg, CMBS, Alternative Investments, Bonds, Options, Derivatives, Structured Products
Education
Harvard University 2000 — 2004
B.A., Biochemistry, Computational Neuroscience
Click Therapeutics, Inc. April 2012 - Present
Marinus Capital Advisors May 2012 - April 2014
Cerberus Capital Management September 2008 - December 2011
Credit Suisse Securities May 2007 - June 2008
Bear, Stearns & Co. Inc. November 2005 - May 2007
Skills
Portfolio Management, Risk Management, Agency MBS, Rates, Economics, Quantitative Investing, Fixed Income, Structured Finance, Investment Banking, Trading, Hedging, MBS, Investment Strategies, Hedge Funds, Financial Structuring, ABS, Bloomberg, CMBS, Alternative Investments, Bonds, Options, Derivatives, Structured Products
Education
Harvard University 2000 — 2004
B.A., Biochemistry, Computational Neuroscience
Matt Friend's Bear, Stearns & Co. Inc. Experience April 2001 - June 2003
Job Director at Deutsche Bank, Technology Leveraged Finance
Industry Investment Banking
Experience
Deutsche Bank September 2011 - Present
Lazard Freres & Co. August 2010 - June 2011
Deutsche Bank February 2009 - July 2010
Deutsche Bank July 2005 - February 2009
Bear, Stearns & Co. Inc. April 2001 - June 2003
Skills
Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Modeling, Fixed Income, Investment Banking, LBO, Leveraged Finance, Private Equity, Valuation
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
University of California, Los Angeles 1999 — 2001
BA, Economics
Deutsche Bank September 2011 - Present
Lazard Freres & Co. August 2010 - June 2011
Deutsche Bank February 2009 - July 2010
Deutsche Bank July 2005 - February 2009
Bear, Stearns & Co. Inc. April 2001 - June 2003
Skills
Capital Markets, Corporate Finance, Due Diligence, Equities, Financial Modeling, Fixed Income, Investment Banking, LBO, Leveraged Finance, Private Equity, Valuation
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
University of California, Los Angeles 1999 — 2001
BA, Economics
Emmanuel Martinez's Bear, Stearns & Co. Inc. Experience March 2004 - June 2008
Job VP at Citigroup
Industry Banking
Experience
Citigroup September 2013 - Present
Barclays Capital March 2010 - May 2013
Avila Capital Markets, LLC ( A Division of Pelion Securities, Inc.) April 2009 - March 2010
JPMorgan June 2008 - March 2009
Bear, Stearns & Co. Inc. March 2004 - June 2008
Bear Stearns & Co. Inc. March 2004 - July 2007
Education
NYU School of Professional Studies 2014 — 2014
Certificate in Credit Analysis, Credit Management
The New School 2003 — 2004
MA, Economics
Baruch College, City University of New York (CUNY) 1997 — 1998
BBA, Finance & Investments
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accounting
Citigroup September 2013 - Present
Barclays Capital March 2010 - May 2013
Avila Capital Markets, LLC ( A Division of Pelion Securities, Inc.) April 2009 - March 2010
JPMorgan June 2008 - March 2009
Bear, Stearns & Co. Inc. March 2004 - June 2008
Bear Stearns & Co. Inc. March 2004 - July 2007
Education
NYU School of Professional Studies 2014 — 2014
Certificate in Credit Analysis, Credit Management
The New School 2003 — 2004
MA, Economics
Baruch College, City University of New York (CUNY) 1997 — 1998
BBA, Finance & Investments
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accounting
Ed Balazs's Bear, Stearns & Co. Inc. Experience March 1997 - April 2002
Job Director at Citibank
Industry Banking
Experience
Citibank July 2012 - Present
Eurohypo AG May 2002 - July 2012
Bear, Stearns & Co. Inc. March 1997 - April 2002
Bayerische Vereinsbank August 1995 - March 1997
The Chase Manhattan Bank February 1983 - August 1995
Skills
CMBS, Debt, Structured Finance, Loan Origination, Commercial Mortgages, Loan Sales, REO Sales, Due Diligence, Loans, Real Estate Financing, REO, Mezzanine, Real Estate Economics, Securitization, Credit Risk, Financial Structuring, Finance, Commercial Real Estate, Credit, Real Estate, Leadership, Negotiation, Capital Markets, Valuation, Private Equity, Portfolio Management, Asset Management, Credit Analysis
Education
Pace University - Lubin School of Business 1980 — 1982
MBA, Finance
Boston College 1977 — 1979
B.S., Biology
Citibank July 2012 - Present
Eurohypo AG May 2002 - July 2012
Bear, Stearns & Co. Inc. March 1997 - April 2002
Bayerische Vereinsbank August 1995 - March 1997
The Chase Manhattan Bank February 1983 - August 1995
Skills
CMBS, Debt, Structured Finance, Loan Origination, Commercial Mortgages, Loan Sales, REO Sales, Due Diligence, Loans, Real Estate Financing, REO, Mezzanine, Real Estate Economics, Securitization, Credit Risk, Financial Structuring, Finance, Commercial Real Estate, Credit, Real Estate, Leadership, Negotiation, Capital Markets, Valuation, Private Equity, Portfolio Management, Asset Management, Credit Analysis
Education
Pace University - Lubin School of Business 1980 — 1982
MBA, Finance
Boston College 1977 — 1979
B.S., Biology
Ron Cano's Bear, Stearns & Co. Inc. Experience June 2004 - February 2006
Job Vice President at K1 Capital Advisors
Industry Investment Management
Experience
K1 Capital Advisors March 2014 - Present
Vista Equity Partners August 2011 - February 2014
Clearlake Capital Group March 2010 - August 2010
Thomson January 2007 - May 2009
Urban Futures, Inc. February 2006 - January 2007
Bear, Stearns & Co. Inc. June 2004 - February 2006
Education
Stanford University Graduate School of Business 2009 — 2011
Georgetown University - The McDonough School of Business 2000 — 2004
K1 Capital Advisors March 2014 - Present
Vista Equity Partners August 2011 - February 2014
Clearlake Capital Group March 2010 - August 2010
Thomson January 2007 - May 2009
Urban Futures, Inc. February 2006 - January 2007
Bear, Stearns & Co. Inc. June 2004 - February 2006
Education
Stanford University Graduate School of Business 2009 — 2011
Georgetown University - The McDonough School of Business 2000 — 2004
Ryan Tochihara's Bear, Stearns & Co. Inc. Experience October 2007 - June 2008
Job Biotechnology Equity Research Associate at Oppenheimer & Co.
Industry Financial Services
Experience
First Choice Dialysis, LLC September 2011 - August 2012
Broadpoint Gleacher September 2010 - August 2011
Oppenheimer & Co. June 2008 - September 2010
Bear, Stearns & Co. Inc. October 2007 - June 2008
FBR Capital Markets 2007 - 2007
Skills
Valuation, Equities, Financial Modeling, Equity Research, Securities, Capital Markets, Biotechnology
Education
Georgetown University 2006 — 2007
MS, Biochemistry and Molecular Biology
Colgate University 2002 — 2006
BA, Biology
Kent Denver
First Choice Dialysis, LLC September 2011 - August 2012
Broadpoint Gleacher September 2010 - August 2011
Oppenheimer & Co. June 2008 - September 2010
Bear, Stearns & Co. Inc. October 2007 - June 2008
FBR Capital Markets 2007 - 2007
Skills
Valuation, Equities, Financial Modeling, Equity Research, Securities, Capital Markets, Biotechnology
Education
Georgetown University 2006 — 2007
MS, Biochemistry and Molecular Biology
Colgate University 2002 — 2006
BA, Biology
Kent Denver
Robert Dilworth's Bear, Stearns & Co. Inc. Experience 1999 - 2006
Job Vice President, Finance at Starbucks Coffee Company
Industry Retail
Experience
Starbucks Coffee Company July 2006 - Present
Bear, Stearns & Co. Inc. 1999 - 2006
Smith Lyons 1995 - 1996
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
McGill University 1992 — 1995
LL.B., Law
Ryerson University 1989 — 1992
BA, Radio & Television Arts
Starbucks Coffee Company July 2006 - Present
Bear, Stearns & Co. Inc. 1999 - 2006
Smith Lyons 1995 - 1996
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
McGill University 1992 — 1995
LL.B., Law
Ryerson University 1989 — 1992
BA, Radio & Television Arts
Brian McLain's Bear, Stearns & Co. Inc. Experience July 2000 - June 2002
Job Senior Legal Counsel at Fidelity Investments
Industry Law Practice
Experience
Fidelity Investments May 2010 - Present
Ropes & Gray LLP September 2007 - May 2010
Frontenac Company July 2002 - June 2004
Bear, Stearns & Co. Inc. July 2000 - June 2002
Education
Northwestern University School of Law 2004 — 2007
JD
Dartmouth College 1996 — 2000
BA, History and Economics
Fidelity Investments May 2010 - Present
Ropes & Gray LLP September 2007 - May 2010
Frontenac Company July 2002 - June 2004
Bear, Stearns & Co. Inc. July 2000 - June 2002
Education
Northwestern University School of Law 2004 — 2007
JD
Dartmouth College 1996 — 2000
BA, History and Economics
Jason Bunin's Bear, Stearns & Co. Inc. Experience January 1996 - September 1998
Job Executive Director at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities January 2015 - Present
JP Morgan March 2008 - January 2015
Bear Stearns January 1996 - April 2008
Bear, Stearns & Co. Inc. January 1996 - September 1998
Skills
Series 7, 24, 55 and 63..., Training, New Business Development, Management, Leadership, Relationship Management, Series 7, Process Improvement, Operations Management, Risk Management, Asset Management, Equities, Finance, Financial Services, Hedge Funds, Investment Banking, Public Relations, Recruiting, Strategic Planning, Strategy
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Executive MBA, Business Administration and Management
Towson University 1991 — 1995
BS, Psychology, Political Science
J.P. Morgan Securities January 2015 - Present
JP Morgan March 2008 - January 2015
Bear Stearns January 1996 - April 2008
Bear, Stearns & Co. Inc. January 1996 - September 1998
Skills
Series 7, 24, 55 and 63..., Training, New Business Development, Management, Leadership, Relationship Management, Series 7, Process Improvement, Operations Management, Risk Management, Asset Management, Equities, Finance, Financial Services, Hedge Funds, Investment Banking, Public Relations, Recruiting, Strategic Planning, Strategy
Education
Fordham University - Graduate School of Business Administration 2006 — 2008
Executive MBA, Business Administration and Management
Towson University 1991 — 1995
BS, Psychology, Political Science
Jonathan Adler's Bear, Stearns & Co. Inc. Experience June 1993 - June 1995
Job Managing Director at Madison Park Group
Industry Investment Banking
Experience
Madison Park Group January 2004 - Present
GlobalNet Partners LP January 2000 - December 2008
MLC Investments January 1997 - December 1999
Bear, Stearns & Co. Inc. June 1993 - June 1995
Skills
Mergers, Start-ups, Investment Banking, Product Management, Venture Capital, Mergers & Acquisitions, Investments, Corporate Development
Education
Union College 1990 — 1993
BA, Economics
Choate Rosemary Hall 1986 — 1989
Madison Park Group January 2004 - Present
GlobalNet Partners LP January 2000 - December 2008
MLC Investments January 1997 - December 1999
Bear, Stearns & Co. Inc. June 1993 - June 1995
Skills
Mergers, Start-ups, Investment Banking, Product Management, Venture Capital, Mergers & Acquisitions, Investments, Corporate Development
Education
Union College 1990 — 1993
BA, Economics
Choate Rosemary Hall 1986 — 1989
Matthew Chilewich's Bear, Stearns & Co. Inc. Experience July 2003 - March 2005
Job Business Development, Vice President at AQR Capital Management
Industry Financial Services
Experience
AQR Capital Management February 2014 - Present
AQR Capital Management February 2010 - January 2014
JP Morgan Asset Management March 2005 - January 2010
Bear, Stearns & Co. Inc. July 2003 - March 2005
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Mutual Funds, Series 7, Asset Managment, Series 63, Wealth Management, Canadian New Entrants...
Education
Duke University - The Fuqua School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
University of Michigan 1993 — 1997
BA, Psychology
AQR Capital Management February 2014 - Present
AQR Capital Management February 2010 - January 2014
JP Morgan Asset Management March 2005 - January 2010
Bear, Stearns & Co. Inc. July 2003 - March 2005
Skills
Alternative Investments, Hedge Funds, Asset Allocation, Mutual Funds, Series 7, Asset Managment, Series 63, Wealth Management, Canadian New Entrants...
Education
Duke University - The Fuqua School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
University of Michigan 1993 — 1997
BA, Psychology
Chris Downie's Bear, Stearns & Co. Inc. Experience 1991 - 1993
Job Chief Executive Officer at Telx Group Inc.
Industry Telecommunications
Experience
The Telx Group, Inc. August 2013 - Present
The Telx Group, Inc. June 2007 - August 2013
Motient Corporation March 2002 - September 2006
BroadStreet Communications, Inc. February 2000 - June 2002
Daniels & Associates August 1993 - February 2000
Bear, Stearns & Co. Inc. 1991 - 1993
Skills
Telecommunications, Mergers, Private Equity, Financial Modeling, Corporate Finance, Strategy, Investment Banking, Wireless, Capital Markets, Mobile Devices, IP, Business Planning, Data Center, Management, Start-ups, Leadership, Business Strategy, Strategic Planning, Business Development, Contract Negotiation, Mergers & Acquisitions, Co-location, Vendor Management, Cloud Computing, Networking, SaaS, Finance, Strategic Partnerships, Solution Selling, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, International Business
Dartmouth College 1987 — 1991
BS, History
The Hill School 1982 — 1987
The Telx Group, Inc. August 2013 - Present
The Telx Group, Inc. June 2007 - August 2013
Motient Corporation March 2002 - September 2006
BroadStreet Communications, Inc. February 2000 - June 2002
Daniels & Associates August 1993 - February 2000
Bear, Stearns & Co. Inc. 1991 - 1993
Skills
Telecommunications, Mergers, Private Equity, Financial Modeling, Corporate Finance, Strategy, Investment Banking, Wireless, Capital Markets, Mobile Devices, IP, Business Planning, Data Center, Management, Start-ups, Leadership, Business Strategy, Strategic Planning, Business Development, Contract Negotiation, Mergers & Acquisitions, Co-location, Vendor Management, Cloud Computing, Networking, SaaS, Finance, Strategic Partnerships, Solution Selling, Enterprise Software
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, International Business
Dartmouth College 1987 — 1991
BS, History
The Hill School 1982 — 1987
Lucas Bailey's Bear, Stearns & Co. Inc. Experience 2003 - 2005
Job Vice President at MacAndrews & Forbes
Industry Venture Capital & Private Equity
Experience
MacAndrews & Forbes 2011 - Present
USMC 2007 - 2011
Vestar Capital Partners 2005 - 2007
Bear, Stearns & Co. Inc. 2003 - 2005
Skills
Private Equity, Valuation, Corporate Finance, LBO, Due Diligence, Financial Modeling, Financial Analysis, Strategic Planning, Organizational..., Mergers & Acquisitions, Tactics, Command, Counterterrorism, Intelligence, Intelligence Analysis, Operational Planning, Military Operations, Military Experience, Security Operations, Leadership, Strategy, Management
Education
Bucknell University 1999 — 2003
Bachelor's Degree, Economics, Cum Laude
Appleby College 1995 — 1999
MacAndrews & Forbes 2011 - Present
USMC 2007 - 2011
Vestar Capital Partners 2005 - 2007
Bear, Stearns & Co. Inc. 2003 - 2005
Skills
Private Equity, Valuation, Corporate Finance, LBO, Due Diligence, Financial Modeling, Financial Analysis, Strategic Planning, Organizational..., Mergers & Acquisitions, Tactics, Command, Counterterrorism, Intelligence, Intelligence Analysis, Operational Planning, Military Operations, Military Experience, Security Operations, Leadership, Strategy, Management
Education
Bucknell University 1999 — 2003
Bachelor's Degree, Economics, Cum Laude
Appleby College 1995 — 1999
David Kiley's Bear, Stearns & Co. Inc. Experience 2005 - 2007
Job Senior Vice President at Piper Jaffray
Industry Banking
Experience
Piper Jaffray November 2009 - Present
Bear, Stearns & Co. Inc. 2005 - 2007
Education
Columbia University - Columbia Business School 2004 — 2006
Trinity College-Hartford 1996 — 1999
Piper Jaffray November 2009 - Present
Bear, Stearns & Co. Inc. 2005 - 2007
Education
Columbia University - Columbia Business School 2004 — 2006
Trinity College-Hartford 1996 — 1999
Adam Frank's Bear, Stearns & Co. Inc. Experience February 2001 - June 2008
Job Wealth Management & Planning
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear, Stearns & Co. Inc. February 2001 - June 2008
Schulte Roth & Zabel LLP February 1998 - January 2001
Sullivan & Cromwell September 1994 - February 1998
US District Court, EDNY 1993 - 1994
Skills
Wealth Management, Financial Planning, Asset Allocation, Strategic Financial..., Estate Planning, Mutual Funds, Securities, Wealth, Tax, Alternative Investments, Asset Managment, Equities, Investments, Fixed Income, Portfolio Management, Investment Management, Trusts, Financial Planners, Private Equity, Asset Management, Series 7, Valuation, Hedge Funds, Investment Advisory
Education
Yale Law School 1990 — 1993
JD, Law, Trusts & Estates
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1991
University of Pennsylvania 1982 — 1986
BS, Psychology
H. Frank Carey High School 1976 — 1982
JP Morgan June 2008 - Present
Bear, Stearns & Co. Inc. February 2001 - June 2008
Schulte Roth & Zabel LLP February 1998 - January 2001
Sullivan & Cromwell September 1994 - February 1998
US District Court, EDNY 1993 - 1994
Skills
Wealth Management, Financial Planning, Asset Allocation, Strategic Financial..., Estate Planning, Mutual Funds, Securities, Wealth, Tax, Alternative Investments, Asset Managment, Equities, Investments, Fixed Income, Portfolio Management, Investment Management, Trusts, Financial Planners, Private Equity, Asset Management, Series 7, Valuation, Hedge Funds, Investment Advisory
Education
Yale Law School 1990 — 1993
JD, Law, Trusts & Estates
Benjamin N. Cardozo School of Law, Yeshiva University 1990 — 1991
University of Pennsylvania 1982 — 1986
BS, Psychology
H. Frank Carey High School 1976 — 1982
James Henry's Bear, Stearns & Co. Inc. Experience 1997 - 2001
Job Senior Managing Director at The Bank Street Group LLC
Industry Investment Banking
Experience
The Bank Street Group LLC 2002 - Present
Bear, Stearns & Co. Inc. 1997 - 2001
Skills
Investment Banking, Start-ups, Private Equity, Capital Markets, Venture Capital, Mergers, Corporate Finance, Corporate Development, Financial Modeling, Finance, Leveraged Finance, Mergers & Acquisitions, Valuation, Strategy, M&A experience, Private Placements, Business Strategy, Executive Management
Education
Connecticut College 1990 — 1994
The Bank Street Group LLC 2002 - Present
Bear, Stearns & Co. Inc. 1997 - 2001
Skills
Investment Banking, Start-ups, Private Equity, Capital Markets, Venture Capital, Mergers, Corporate Finance, Corporate Development, Financial Modeling, Finance, Leveraged Finance, Mergers & Acquisitions, Valuation, Strategy, M&A experience, Private Placements, Business Strategy, Executive Management
Education
Connecticut College 1990 — 1994
Jason Kinsella's Bear, Stearns & Co. Inc. Experience September 2006 - February 2007
Job Product Director: Public Company D&O/Fiduciary Liability Insurance at The Hartford
Industry Insurance
Experience
The Hartford August 2014 - Present
The Hartford May 2013 - August 2014
The Hartford July 2012 - May 2013
The Hartford August 2009 - July 2012
Capital Market Services July 2007 - August 2007
Bear, Stearns & Co. Inc. September 2006 - February 2007
Skills
Insurance, Litigation Management, General Insurance, Insurance Law, Directors & Officers..., Private Equity Fund..., Employment Practices..., Fiduciary Liability, Compliance, Excess & Surplus Lines, Legislative Research, Project Management, Negotiation, Communication, Presentations, PowerPoint, Microsoft Excel, Stata, Capital IQ, Civil Litigation
Education
New York Law School 2005 — 2008
Doctor of Law (JD)
Boston College 2000 — 2004
BA, Economics, English
The Hartford August 2014 - Present
The Hartford May 2013 - August 2014
The Hartford July 2012 - May 2013
The Hartford August 2009 - July 2012
Capital Market Services July 2007 - August 2007
Bear, Stearns & Co. Inc. September 2006 - February 2007
Skills
Insurance, Litigation Management, General Insurance, Insurance Law, Directors & Officers..., Private Equity Fund..., Employment Practices..., Fiduciary Liability, Compliance, Excess & Surplus Lines, Legislative Research, Project Management, Negotiation, Communication, Presentations, PowerPoint, Microsoft Excel, Stata, Capital IQ, Civil Litigation
Education
New York Law School 2005 — 2008
Doctor of Law (JD)
Boston College 2000 — 2004
BA, Economics, English
Cory Dorzek's Bear, Stearns & Co. Inc. Experience July 2001 - May 2003
Job Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities June 2007 - May 2011
Oppenheimer & Co. Inc. May 2003 - June 2007
Bear, Stearns & Co. Inc. July 2001 - May 2003
Education
Hamilton College 1997 — 2001
BA, Economics (Major), Communications (Minor)
Wells Fargo Securities March 2011 - Present
Wells Fargo Securities June 2007 - May 2011
Oppenheimer & Co. Inc. May 2003 - June 2007
Bear, Stearns & Co. Inc. July 2001 - May 2003
Education
Hamilton College 1997 — 2001
BA, Economics (Major), Communications (Minor)
Adam Pilchman's Bear, Stearns & Co. Inc. Experience 2003 - 2005
Job Vice President at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group July 2009 - Present
The Thomson Corporation 2005 - 2007
Bear, Stearns & Co. Inc. 2003 - 2005
Skills
Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2007 — 2009
Duke University 1999 — 2002
BA
The Blackstone Group July 2009 - Present
The Thomson Corporation 2005 - 2007
Bear, Stearns & Co. Inc. 2003 - 2005
Skills
Valuation, Financial Modeling
Education
Columbia University - Columbia Business School 2007 — 2009
Duke University 1999 — 2002
BA
Siddharth Alexander's Bear, Stearns & Co. Inc. Experience August 2004 - June 2008
Job Managing Director, Principal Investments at Wells Fargo
Industry Capital Markets
Experience
Wells Fargo Securities July 2008 - February 2013
Bear, Stearns & Co. Inc. August 2004 - June 2008
Skills
Fixed Income, Financial Modeling, Derivatives, Equities, Hedge Funds, Interest Rate..., Options, Quantitative Finance, Credit Derivatives, Investment Banking, Investments, Bloomberg, Valuation, Trading, Portfolio Management, Capital Markets, Trading Systems, Equity Derivatives, Structured Products, Alternative Investments
Education
Cornell University
Doctor of Philosophy (Ph.D.), Applied Math, Computational Finance
Cornell University
Master's Degree, Applied Math, Computer Science
Rishi Valley School
Wells Fargo Securities July 2008 - February 2013
Bear, Stearns & Co. Inc. August 2004 - June 2008
Skills
Fixed Income, Financial Modeling, Derivatives, Equities, Hedge Funds, Interest Rate..., Options, Quantitative Finance, Credit Derivatives, Investment Banking, Investments, Bloomberg, Valuation, Trading, Portfolio Management, Capital Markets, Trading Systems, Equity Derivatives, Structured Products, Alternative Investments
Education
Cornell University
Doctor of Philosophy (Ph.D.), Applied Math, Computational Finance
Cornell University
Master's Degree, Applied Math, Computer Science
Rishi Valley School
Alan Kanuk's Bear, Stearns & Co. Inc. Experience 1980 - 1997
Job Vice President, Special Projects at BTI Technology
Industry Financial Services
Experience
BTI Technology April 2007 - Present
Self-employed 2006 - August 2007
ING Investment Banking July 2001 - September 2002
ARKaccess Asia Ltd. 1998 - July 2001
Bear, Stearns & Co. Inc. 1980 - 1997
Education
Cornell University 1976 — 1980
BTI Technology April 2007 - Present
Self-employed 2006 - August 2007
ING Investment Banking July 2001 - September 2002
ARKaccess Asia Ltd. 1998 - July 2001
Bear, Stearns & Co. Inc. 1980 - 1997
Education
Cornell University 1976 — 1980
Robert J. Gibson, CFA's Bear, Stearns & Co. Inc. Experience July 2001 - May 2003
Job Experienced Corporate Finance Professional with Mezzanine Lending, Private Equity and Investment Banking Expertise
Industry Venture Capital & Private Equity
Experience
First New England Capital III, L.P. / Balance Point Capital Partners, L.P. March 2009 - July 2014
CRT Capital Group LLC June 2003 - February 2009
Bear, Stearns & Co. Inc. July 2001 - May 2003
Skills
Private Equity, LBO, Mergers, Financial Modeling, Due Diligence, Valuation, Investment Banking, Capital Markets, Investments, Equities, Fixed Income, Corporate Finance, Mergers & Acquisitions, Financial Structuring, Finance
Education
Amherst College 1997 — 2001
B.A., magna cum laude, Political Science
John Jay High School 1993 — 1997
High School
First New England Capital III, L.P. / Balance Point Capital Partners, L.P. March 2009 - July 2014
CRT Capital Group LLC June 2003 - February 2009
Bear, Stearns & Co. Inc. July 2001 - May 2003
Skills
Private Equity, LBO, Mergers, Financial Modeling, Due Diligence, Valuation, Investment Banking, Capital Markets, Investments, Equities, Fixed Income, Corporate Finance, Mergers & Acquisitions, Financial Structuring, Finance
Education
Amherst College 1997 — 2001
B.A., magna cum laude, Political Science
John Jay High School 1993 — 1997
High School
Jon Venison's Bear, Stearns & Co. Inc. Experience 1996 - 1998
Job Owner, InsideOut Sports & Entertainment
Industry Entertainment
Experience
InsideOut Sports & Entertainment 2004 - Present
Clear Channel Entertainment 2000 - 2002
SFX Entertainment 1998 - 2001
Bear, Stearns & Co. Inc. 1996 - 1998
Skills
Digital Media, Event Management, Event Planning, Sports, Video Production, Public Relations, Social Media Marketing, Live Events, Entertainment, Strategic Partnerships, Sports Management, Social Media
Education
Columbia University in the City of New York 1991 — 1994
Bachelor of Arts (B.A.), Political Science
InsideOut Sports & Entertainment 2004 - Present
Clear Channel Entertainment 2000 - 2002
SFX Entertainment 1998 - 2001
Bear, Stearns & Co. Inc. 1996 - 1998
Skills
Digital Media, Event Management, Event Planning, Sports, Video Production, Public Relations, Social Media Marketing, Live Events, Entertainment, Strategic Partnerships, Sports Management, Social Media
Education
Columbia University in the City of New York 1991 — 1994
Bachelor of Arts (B.A.), Political Science
Oliver Sung's Bear, Stearns & Co. Inc. Experience May 2007 - June 2008
Job Managing Director, Head of Electronic Trading and ATS at ConvergEx Group
Industry Financial Services
Experience
ConvergEx Group September 2014 - Present
Bank of America Merrill Lynch January 2013 - August 2014
Bank of America Merrill Lynch June 2008 - January 2013
Bear, Stearns & Co. Inc. May 2007 - June 2008
UBS Investment Bank November 2004 - May 2007
Charles Schwab May 2003 - October 2004
NASDAQ June 2001 - May 2003
Management Science Associates June 1998 - April 2001
Education
Carnegie Mellon University 1994 — 1998
BS, Economics
The Kiski School 1991 — 1994
High School
ConvergEx Group September 2014 - Present
Bank of America Merrill Lynch January 2013 - August 2014
Bank of America Merrill Lynch June 2008 - January 2013
Bear, Stearns & Co. Inc. May 2007 - June 2008
UBS Investment Bank November 2004 - May 2007
Charles Schwab May 2003 - October 2004
NASDAQ June 2001 - May 2003
Management Science Associates June 1998 - April 2001
Education
Carnegie Mellon University 1994 — 1998
BS, Economics
The Kiski School 1991 — 1994
High School
Paul Tormos's Bear, Stearns & Co. Inc. Experience Senior Financial AnalystThe Walt Disney Company1997 - 2001
Job Senior Associate at Bear, Stearns & Co. Inc.
Industry Investment Banking
Experience
Bear, Stearns & Co. Inc. Senior Financial AnalystThe Walt Disney Company1997 - 2001
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Florida State University 1995 — 1997
B.S., Finance
Bear, Stearns & Co. Inc. Senior Financial AnalystThe Walt Disney Company1997 - 2001
Education
Duke University - The Fuqua School of Business 2001 — 2003
MBA
Florida State University 1995 — 1997
B.S., Finance
Stacey B. Zeltner's Bear, Stearns & Co. Inc. Experience 2007 - 2008
Job Executive Director of Human Resources
Industry Human Resources
Experience
Monroe College 2014 - Present
New York Life Insurance Company 2012 - 2013
New York Life Insurance Company 2010 - 2012
New York Life Insurance Company 2009 - 2010
JPMorgan Chase 2008 - 2009
Bear, Stearns & Co. Inc. 2007 - 2008
Citigroup Asset Management 2003 - 2006
Citigroup Asset Management 2000 - 2004
Alliance Capital Management 1998 - 1999
JP Morgan 1996 - 1998
Skills
Talent Management, Talent Acquisition, Organizational..., Performance Management, Employee Relations, Project Management, Talent Development, Restructuring and..., Policy and Procedure, Organizational..., Strategy, Change Management, Coaching, Career Management, Training, Leadership, Management, Personnel Management, Human Resources, Recruiting
Education
Cornell University
B.S., Human Development
Teachers College of Columbia University
M.A., Organizational Psychology
Monroe College 2014 - Present
New York Life Insurance Company 2012 - 2013
New York Life Insurance Company 2010 - 2012
New York Life Insurance Company 2009 - 2010
JPMorgan Chase 2008 - 2009
Bear, Stearns & Co. Inc. 2007 - 2008
Citigroup Asset Management 2003 - 2006
Citigroup Asset Management 2000 - 2004
Alliance Capital Management 1998 - 1999
JP Morgan 1996 - 1998
Skills
Talent Management, Talent Acquisition, Organizational..., Performance Management, Employee Relations, Project Management, Talent Development, Restructuring and..., Policy and Procedure, Organizational..., Strategy, Change Management, Coaching, Career Management, Training, Leadership, Management, Personnel Management, Human Resources, Recruiting
Education
Cornell University
B.S., Human Development
Teachers College of Columbia University
M.A., Organizational Psychology
Joseph Kleeman's Bear, Stearns & Co. Inc. Experience May 2007 - June 2008
Job Associate at OrbiMed Advisors, LLC
Industry Financial Services
Experience
OrbiMed Advisors September 2011 - Present
JP Morgan June 2008 - September 2011
Bear, Stearns & Co. Inc. May 2007 - June 2008
Skills
Prime Brokerage, Hedge Funds, Bloomberg, Equities, Capital Markets, Asset Management, Alternative Investments
Education
Fordham University
B.S., Finance
OrbiMed Advisors September 2011 - Present
JP Morgan June 2008 - September 2011
Bear, Stearns & Co. Inc. May 2007 - June 2008
Skills
Prime Brokerage, Hedge Funds, Bloomberg, Equities, Capital Markets, Asset Management, Alternative Investments
Education
Fordham University
B.S., Finance
Adam Toft's Bear, Stearns & Co. Inc. Experience February 2005 - February 2008
Job Independent Commercial Real Estate and Structured Finance Professional
Industry Financial Services
Experience
Toft Consulting Limited February 2008 - Present
Bear, Stearns & Co. Inc. February 2005 - February 2008
Moody's Investors Service February 1997 - February 2005
Schulte Roth & Zabel LLP February 1992 - February 1997
Skadden Arps October 1989 - February 1992
Skills
Deal Sourcing, Deal Origination, Capital Raising, Loan Origination, Real Estate Financing, Real Estate Advisory..., Real Estate Due..., Financial Structuring, Debt Restructuring, Loan Work-outs, Securitization, Structured Finance, New Business Development, Private Equity, Restructuring, Equities, Deal Creation, Finance, Due Diligence, ABS, Investments, Investment Banking, Real Estate Economics, Real Estate, Capital Markets, Commercial Real Estate
Education
Columbia Law School 1985 — 1989
JD
Columbia University - Columbia Business School 1985 — 1989
MBA
University of Michigan 1979 — 1983
BA
Toft Consulting Limited February 2008 - Present
Bear, Stearns & Co. Inc. February 2005 - February 2008
Moody's Investors Service February 1997 - February 2005
Schulte Roth & Zabel LLP February 1992 - February 1997
Skadden Arps October 1989 - February 1992
Skills
Deal Sourcing, Deal Origination, Capital Raising, Loan Origination, Real Estate Financing, Real Estate Advisory..., Real Estate Due..., Financial Structuring, Debt Restructuring, Loan Work-outs, Securitization, Structured Finance, New Business Development, Private Equity, Restructuring, Equities, Deal Creation, Finance, Due Diligence, ABS, Investments, Investment Banking, Real Estate Economics, Real Estate, Capital Markets, Commercial Real Estate
Education
Columbia Law School 1985 — 1989
JD
Columbia University - Columbia Business School 1985 — 1989
MBA
University of Michigan 1979 — 1983
BA
Eliza Graves's Bear, Stearns & Co. Inc. Experience March 2007 - November 2007
Job Investor Relations
Industry Banking
Experience
Hancock Bank March 2015 - Present
Jones Walker LLP January 2013 - March 2015
BrownGreer PLC April 2012 - December 2012
New Mountain Capital September 2008 - January 2012
Capstone Investment Advisors April 2008 - June 2008
Deutsche Bank December 2007 - April 2008
Bear, Stearns & Co. Inc. March 2007 - November 2007
Deutsche Bank October 2006 - March 2007
Skills
Bloomberg, Equities, Financial Modeling, Microsoft Excel, PowerPoint, Data Analysis, Corporate Finance, Microsoft Office, Securities, Finance, Financial Analysis, Due Diligence
Education
University of North Florida - College of Business Administration 2003 — 2006
BBA, Finance- Investments
Ecole supérieure de Commerce de Rennes / ESC Rennes 2004 — 2004
International Business
Louisiana State University 2000 — 2002
Associate, Textile Science, Apparel Design, and Merchandising
Hancock Bank March 2015 - Present
Jones Walker LLP January 2013 - March 2015
BrownGreer PLC April 2012 - December 2012
New Mountain Capital September 2008 - January 2012
Capstone Investment Advisors April 2008 - June 2008
Deutsche Bank December 2007 - April 2008
Bear, Stearns & Co. Inc. March 2007 - November 2007
Deutsche Bank October 2006 - March 2007
Skills
Bloomberg, Equities, Financial Modeling, Microsoft Excel, PowerPoint, Data Analysis, Corporate Finance, Microsoft Office, Securities, Finance, Financial Analysis, Due Diligence
Education
University of North Florida - College of Business Administration 2003 — 2006
BBA, Finance- Investments
Ecole supérieure de Commerce de Rennes / ESC Rennes 2004 — 2004
International Business
Louisiana State University 2000 — 2002
Associate, Textile Science, Apparel Design, and Merchandising
Ralph Kartzman's Bear, Stearns & Co. Inc. Experience January 1985 - January 1990
Job managing partner at kade capital llc
Industry Investment Management
Experience
Kade Capital LLC January 2010 - Present
Colonial Fund,LLC February 2008 - November 2009
First New York Securities January 1990 - December 2007
Bear, Stearns & Co. Inc. January 1985 - January 1990
Skills
Equities, Trading, Hedge Funds, Capital Markets
Education
Clark University 1975 — 1979
B.A., Economics
Kade Capital LLC January 2010 - Present
Colonial Fund,LLC February 2008 - November 2009
First New York Securities January 1990 - December 2007
Bear, Stearns & Co. Inc. January 1985 - January 1990
Skills
Equities, Trading, Hedge Funds, Capital Markets
Education
Clark University 1975 — 1979
B.A., Economics
Dwain Neckles's Bear, Stearns & Co. Inc. Experience May 2003 - March 2008
Job Regional Head, Cash & Liquidity at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
RBC Investor Services September 2011 - Present
JP Morgan Chase January 2008 - August 2011
Bear, Stearns & Co. Inc. May 2003 - March 2008
Education
Manchester Business School
MBA, Finance
St.Francis College
BS, Mathematics, Economics
hillview college
JPMorgan Chase April 2014 - Present
RBC Investor Services September 2011 - Present
JP Morgan Chase January 2008 - August 2011
Bear, Stearns & Co. Inc. May 2003 - March 2008
Education
Manchester Business School
MBA, Finance
St.Francis College
BS, Mathematics, Economics
hillview college
Scott D. Brown's Bear, Stearns & Co. Inc. Experience August 2002 - May 2004
Job Senior Vice President, Private Client Advisor at US Trust, Bank of America Private Wealth Management
Industry Investment Management
Experience
U.S. Trust, Bank of America Private Wealth Management November 2012 - Present
UBS Financial Services, Inc. October 2008 - November 2012
Lehman Brothers May 2004 - October 2008
Bear, Stearns & Co. Inc. August 2002 - May 2004
Education
Binghamton University 2000 — 2001
MBA
Binghamton University - School of Management 1997 — 2000
BA, Management
U.S. Trust, Bank of America Private Wealth Management November 2012 - Present
UBS Financial Services, Inc. October 2008 - November 2012
Lehman Brothers May 2004 - October 2008
Bear, Stearns & Co. Inc. August 2002 - May 2004
Education
Binghamton University 2000 — 2001
MBA
Binghamton University - School of Management 1997 — 2000
BA, Management
Robert Fraiman's Bear, Stearns & Co. Inc. Experience 1985 - 2001
Job President/CEO at Cain Brothers
Industry Investment Banking
Experience
Cain Brothers January 2004 - Present
BMO Capital Markets January 2001 - January 2004
Bear, Stearns & Co. Inc. 1985 - 2001
Education
Columbia University - Columbia Business School 1983 — 1985
MBA
Colgate University 1976 — 1980
B.A., History
Cain Brothers January 2004 - Present
BMO Capital Markets January 2001 - January 2004
Bear, Stearns & Co. Inc. 1985 - 2001
Education
Columbia University - Columbia Business School 1983 — 1985
MBA
Colgate University 1976 — 1980
B.A., History
Lauren Lilling's Bear, Stearns & Co. Inc. Experience July 2006 - August 2007
Job Owner / Operator at Keep It Sweet Desserts, LLC
Industry Investment Banking
Experience
Keep It Sweet Desserts, >>C January 2012 - Present
ProCure Treatment Centers, Inc. August 2007 - March 2012
Bear, Stearns & Co. Inc. July 2006 - August 2007
Bear, Stearns & Co. Inc. May 2005 - August 2005
Philadelphia Magazine May 2004 - August 2004
Philadelphia Magazine May 2003 - August 2003
Skills
Mergers, Investment Banking, Financial Modeling, Corporate Finance, Data Analysis, Business, Entrepreneurship, Baking, Bakery, Pastry, Management, Healthcare, Mergers & Acquisitions, Budgets, Social Media, Finance, Leadership, Social Media Marketing, Social Networking, Financial Analysis, Marketing, Microsoft Excel
Education
Emory University - Goizueta Business School 2004 — 2006
BBA, Finance
Emory University 2002 — 2006
BBA, Finance and Mathematics
Upper Dublin High School 1998 — 2002
Keep It Sweet Desserts, >>C January 2012 - Present
ProCure Treatment Centers, Inc. August 2007 - March 2012
Bear, Stearns & Co. Inc. July 2006 - August 2007
Bear, Stearns & Co. Inc. May 2005 - August 2005
Philadelphia Magazine May 2004 - August 2004
Philadelphia Magazine May 2003 - August 2003
Skills
Mergers, Investment Banking, Financial Modeling, Corporate Finance, Data Analysis, Business, Entrepreneurship, Baking, Bakery, Pastry, Management, Healthcare, Mergers & Acquisitions, Budgets, Social Media, Finance, Leadership, Social Media Marketing, Social Networking, Financial Analysis, Marketing, Microsoft Excel
Education
Emory University - Goizueta Business School 2004 — 2006
BBA, Finance
Emory University 2002 — 2006
BBA, Finance and Mathematics
Upper Dublin High School 1998 — 2002
Uli Riebe's Bear, Stearns & Co. Inc. Experience 2005 - 2007
Job Private Equity Investor
Industry Venture Capital & Private Equity
Experience
Elm Street Capital Partners LLC 2015 - Present
J.H. Whitney & Co. 2011 - 2015
Harvard Business School 2009 - 2011
H.I.G. Capital LLC 2007 - 2009
Bear, Stearns & Co. Inc. 2005 - 2007
Education
Harvard Business School 2009 — 2011
MBA, General Management
Colgate University 2001 — 2005
BA, Economics (Magna Cum Laude)
The York School 1997 — 2001
All Saints' Day School
Elm Street Capital Partners LLC 2015 - Present
J.H. Whitney & Co. 2011 - 2015
Harvard Business School 2009 - 2011
H.I.G. Capital LLC 2007 - 2009
Bear, Stearns & Co. Inc. 2005 - 2007
Education
Harvard Business School 2009 — 2011
MBA, General Management
Colgate University 2001 — 2005
BA, Economics (Magna Cum Laude)
The York School 1997 — 2001
All Saints' Day School
Jason Henney, CFA's Bear, Stearns & Co. Inc. Experience June 1997 - March 2000
Job President at Chestnut Capital, LLC
Industry Investment Management
Experience
Chestnut Capital, LLC August 2008 - Present
Stark Investments August 2007 - August 2008
First Pacific Advisors November 2004 - July 2007
Industrial Growth Partners March 2000 - July 2004
Bear, Stearns & Co. Inc. June 1997 - March 2000
Education
Indiana University Bloomington 1993 — 1997
Chestnut Capital, LLC August 2008 - Present
Stark Investments August 2007 - August 2008
First Pacific Advisors November 2004 - July 2007
Industrial Growth Partners March 2000 - July 2004
Bear, Stearns & Co. Inc. June 1997 - March 2000
Education
Indiana University Bloomington 1993 — 1997
Clare (Cavanaugh) Goodwin, CPA, MBA's Bear, Stearns & Co. Inc. Experience 1994 - 1997
Job Retirement Plans at Glen Eagle Advisors, LLC
Industry Accounting
Experience
Glen Eagle Advisors, LLC February 2015 - Present
RadPharm 2002 - 2005
Lehman Brothers 1997 - 2002
Bear, Stearns & Co. Inc. 1994 - 1997
Deloitte 1992 - 1994
Skills
Auditing, Accounting, Finance, Account Reconciliation, GAAP
Education
Fordham Gabelli School of Business 1998 — 2001
University of Delaware 1988 — 1992
BS, Accounting
Glen Eagle Advisors, LLC February 2015 - Present
RadPharm 2002 - 2005
Lehman Brothers 1997 - 2002
Bear, Stearns & Co. Inc. 1994 - 1997
Deloitte 1992 - 1994
Skills
Auditing, Accounting, Finance, Account Reconciliation, GAAP
Education
Fordham Gabelli School of Business 1998 — 2001
University of Delaware 1988 — 1992
BS, Accounting
Frank Ricca's Bear, Stearns & Co. Inc. Experience July 1983 - August 2003
Job Financial Services Professional
Industry Financial Services
Experience
UBS Financial Services Inc November 2004 - November 2006
Bear, Stearns & Co. Inc. July 1983 - August 2003
Education
Fordham University 1978 — 1982
BA, Political Science
Mount Saint Michael Academy 1975 — 1978
UBS Financial Services Inc November 2004 - November 2006
Bear, Stearns & Co. Inc. July 1983 - August 2003
Education
Fordham University 1978 — 1982
BA, Political Science
Mount Saint Michael Academy 1975 — 1978
Melanie Tu's Bear, Stearns & Co. Inc. Experience December 2006 - January 2007
Job
Industry Human Resources
Experience
gategroup April 2015 - Present
Cornell ILR - Institute for Compensation Studies July 2014 - Present
Graham Holdings Company April 2010 - April 2015
Marriott International September 2008 - April 2010
Texas Instruments June 2007 - September 2008
Bear, Stearns & Co. Inc. December 2006 - January 2007
Cornell University, ILR Office of Human Resources August 2006 - December 2006
Texas Instruments May 2006 - August 2006
Borg Warner Morse TEC June 2005 - December 2005
Skills
Deferred Compensation, Executive Pay, Labor Relations, Human Resources, Personnel Management, Management, Compensation & Benefit, Mentoring, Recruiting, Succession Planning, Onboarding, Workforce Planning, Performance Management, Talent Management, HRIS, Employee Benefits, Benefits Administration, PeopleSoft
Education
Cornell University 2003 — 2007
Bachelor of Science
gategroup April 2015 - Present
Cornell ILR - Institute for Compensation Studies July 2014 - Present
Graham Holdings Company April 2010 - April 2015
Marriott International September 2008 - April 2010
Texas Instruments June 2007 - September 2008
Bear, Stearns & Co. Inc. December 2006 - January 2007
Cornell University, ILR Office of Human Resources August 2006 - December 2006
Texas Instruments May 2006 - August 2006
Borg Warner Morse TEC June 2005 - December 2005
Skills
Deferred Compensation, Executive Pay, Labor Relations, Human Resources, Personnel Management, Management, Compensation & Benefit, Mentoring, Recruiting, Succession Planning, Onboarding, Workforce Planning, Performance Management, Talent Management, HRIS, Employee Benefits, Benefits Administration, PeopleSoft
Education
Cornell University 2003 — 2007
Bachelor of Science
Samantha Fong's Bear, Stearns & Co. Inc. Experience April 2006 - April 2007
Job Program Manager at Indiana University Health
Industry Hospital & Health Care
Experience
Indiana University Health June 2015 - Present
Stanley Black & Decker , Inc. September 2012 - May 2015
Johnson & Johnson - Ethicon, Inc. August 2010 - August 2012
Johnson & Johnson - Ethicon, Inc. May 2009 - August 2009
Bear, Stearns & Co. Inc. April 2006 - April 2007
Bear, Stearns & Co. Inc. August 2004 - March 2006
Mount Sinai Medical Center - Waxman Cancer Research Foundation July 2003 - July 2004
Mount Sinai Medical Center - Waxman Cancer Research Foundation August 2001 - June 2003
Skills
Financial Analysis, Finance, Financial Modeling, Corporate Finance, Analysis, Forecasting, Strategic Financial..., Cross-functional Team..., Project Management, Financial Reporting, Process Improvement, Competitive Analysis, Data Analysis, Pricing, Mergers & Acquisitions, Strategy, Management, Strategic Planning, Leadership, Budgets, Valuation, Business Strategy, Business Analysis, Analytics
Education
Columbia University in the City of New York
BA
Indiana University - Kelley School of Business
MBA
Indiana University Health June 2015 - Present
Stanley Black & Decker , Inc. September 2012 - May 2015
Johnson & Johnson - Ethicon, Inc. August 2010 - August 2012
Johnson & Johnson - Ethicon, Inc. May 2009 - August 2009
Bear, Stearns & Co. Inc. April 2006 - April 2007
Bear, Stearns & Co. Inc. August 2004 - March 2006
Mount Sinai Medical Center - Waxman Cancer Research Foundation July 2003 - July 2004
Mount Sinai Medical Center - Waxman Cancer Research Foundation August 2001 - June 2003
Skills
Financial Analysis, Finance, Financial Modeling, Corporate Finance, Analysis, Forecasting, Strategic Financial..., Cross-functional Team..., Project Management, Financial Reporting, Process Improvement, Competitive Analysis, Data Analysis, Pricing, Mergers & Acquisitions, Strategy, Management, Strategic Planning, Leadership, Budgets, Valuation, Business Strategy, Business Analysis, Analytics
Education
Columbia University in the City of New York
BA
Indiana University - Kelley School of Business
MBA
Matt Ruderman's Bear, Stearns & Co. Inc. Experience August 1993 - May 1996
Job Supervisory Analyst, VP, Equity Research at Credit Suisse First Boston
Industry Investment Banking
Experience
Credit Suisse First Boston July 2009 - Present
Barclays Capital March 2009 - June 2009
Credit Suisse First Boston March 2008 - January 2009
Citi/Smith Barney January 2000 - January 2008
Schroder & Co. Inc. April 1997 - January 2000
Dean Witter, Discover & Co. December 1996 - March 1997
Gerard Klauer Mattison & Co., LLC May 1996 - November 1996
Bear, Stearns & Co. Inc. August 1993 - May 1996
Dean Witter, Discover & Co. July 1986 - August 1993
E.F. Hutton & Co. Inc. December 1981 - July 1986
Skills
Equity Research, Equities, Investment Banking, Securities, Editing, Research
Education
City University of New York-Herbert H. Lehman College 1974 — 1979
BA, English
Credit Suisse First Boston July 2009 - Present
Barclays Capital March 2009 - June 2009
Credit Suisse First Boston March 2008 - January 2009
Citi/Smith Barney January 2000 - January 2008
Schroder & Co. Inc. April 1997 - January 2000
Dean Witter, Discover & Co. December 1996 - March 1997
Gerard Klauer Mattison & Co., LLC May 1996 - November 1996
Bear, Stearns & Co. Inc. August 1993 - May 1996
Dean Witter, Discover & Co. July 1986 - August 1993
E.F. Hutton & Co. Inc. December 1981 - July 1986
Skills
Equity Research, Equities, Investment Banking, Securities, Editing, Research
Education
City University of New York-Herbert H. Lehman College 1974 — 1979
BA, English
Michael Boruch's Bear, Stearns & Co. Inc. Experience May 2007 - May 2008
Job VP | Head of RepasPM and RepasAdvisor Program Management | J.P. Morgan Securities
Industry Financial Services
Experience
JPMorgan April 2015 - Present
JPMorgan May 2008 - March 2015
Bear, Stearns & Co. Inc. May 2007 - May 2008
Bear, Stearns & Co. Inc. January 2005 - April 2007
Bear, Stearns & Co. Inc. November 1999 - December 2004
Bear, Stearns & Co. Inc. March 1994 - October 1999
Bear, Stearns & Co. Inc. January 1992 - February 1994
Skills
Securities, Investments, Portfolio Management, Investment Advisory, Due Diligence, Auditing, Investment Management, Financial Services, Risk Management, Financial Analysis, Investment Strategies, ETFs, Financial Risk, Operational Risk..., Wealth Management..., Operational Risk, Financial Advisory, Fixed Income, Series 7, Mutual Funds, Asset Management, Internal Audit, Bonds, Cash Management, Wealth Management, Series 63, Finance, FINRA, Trading, Alternative Investments, Capital Markets, Equities, Bloomberg
Education
Boston College 1987 — 1991
Bachelor’s Degree, Accounting
JPMorgan April 2015 - Present
JPMorgan May 2008 - March 2015
Bear, Stearns & Co. Inc. May 2007 - May 2008
Bear, Stearns & Co. Inc. January 2005 - April 2007
Bear, Stearns & Co. Inc. November 1999 - December 2004
Bear, Stearns & Co. Inc. March 1994 - October 1999
Bear, Stearns & Co. Inc. January 1992 - February 1994
Skills
Securities, Investments, Portfolio Management, Investment Advisory, Due Diligence, Auditing, Investment Management, Financial Services, Risk Management, Financial Analysis, Investment Strategies, ETFs, Financial Risk, Operational Risk..., Wealth Management..., Operational Risk, Financial Advisory, Fixed Income, Series 7, Mutual Funds, Asset Management, Internal Audit, Bonds, Cash Management, Wealth Management, Series 63, Finance, FINRA, Trading, Alternative Investments, Capital Markets, Equities, Bloomberg
Education
Boston College 1987 — 1991
Bachelor’s Degree, Accounting
Shiv Chadha's Bear, Stearns & Co. Inc. Experience August 2006 - May 2008
Job at HSBC
Industry Capital Markets
Experience
HSBC Securities April 2013 - Present
Morgan Stanley June 2010 - March 2013
Oppenheimer & Co. February 2009 - May 2010
JPMorgan Chase & Co. June 2008 - January 2009
Bear, Stearns & Co. Inc. August 2006 - May 2008
Bear, Stearns & Co. Inc. September 2005 - July 2006
Skills
Equity Derivatives, Hedge Funds, Equities, Bloomberg, Emerging Markets, Structured Finance
Education
Denison University 2001 — 2005
BA, Economics, Cinema
HSBC Securities April 2013 - Present
Morgan Stanley June 2010 - March 2013
Oppenheimer & Co. February 2009 - May 2010
JPMorgan Chase & Co. June 2008 - January 2009
Bear, Stearns & Co. Inc. August 2006 - May 2008
Bear, Stearns & Co. Inc. September 2005 - July 2006
Skills
Equity Derivatives, Hedge Funds, Equities, Bloomberg, Emerging Markets, Structured Finance
Education
Denison University 2001 — 2005
BA, Economics, Cinema
Anita J. Lee's Bear, Stearns & Co. Inc. Experience April 2002 - May 2008
Job Senior Counsel at Pine River Capital Management LP
Industry Law Practice
Experience
Pine River Capital Management LP January 2012 - Present
UBS AG June 2011 - January 2012
JPMorgan Chase & Co. May 2008 - June 2011
Bear, Stearns & Co. Inc. April 2002 - May 2008
Paul Hastings Janofsky & Walker LLP 2000 - 2002
Battle Fowler LLP 1998 - 2000
Education
Cornell Law School
JD
Cornell University
BA
Laurel School
Pine River Capital Management LP January 2012 - Present
UBS AG June 2011 - January 2012
JPMorgan Chase & Co. May 2008 - June 2011
Bear, Stearns & Co. Inc. April 2002 - May 2008
Paul Hastings Janofsky & Walker LLP 2000 - 2002
Battle Fowler LLP 1998 - 2000
Education
Cornell Law School
JD
Cornell University
BA
Laurel School
James Diao's Bear, Stearns & Co. Inc. Experience 1994 - 2008
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank 2013 - Present
Ocean Lawn Enterprises 2011 - Present
Citadel Securities 2010 - 2011
CITIC Securities International Partners 2008 - 2010
Bear, Stearns & Co. Inc. 1994 - 2008
Prudential Securities 1985 - 1994
Brown Brothers Harriman 1982 - 1984
Skills
investment ba, leveraged fin, Risk Management, Equities, Fixed Income, Due Diligence, Financial Analysis, Leveraged Finance, Corporate Finance, Securities, Investments, Credit, Investment Management, Banking, Hedge Funds, Series 7, Financial Services, Capital Markets, Financial Modeling, Private Equity, Valuation, Business Valuation, Investment Advisory, Venture Capital, Financial Structuring, Finance, Credit Analysis, Strategy, Restructuring, Emerging Markets, Alternative Investments
Education
Brown University
ScB
Columbia University - Columbia Business School
MBA
Irvington High School
UBS Investment Bank 2013 - Present
Ocean Lawn Enterprises 2011 - Present
Citadel Securities 2010 - 2011
CITIC Securities International Partners 2008 - 2010
Bear, Stearns & Co. Inc. 1994 - 2008
Prudential Securities 1985 - 1994
Brown Brothers Harriman 1982 - 1984
Skills
investment ba, leveraged fin, Risk Management, Equities, Fixed Income, Due Diligence, Financial Analysis, Leveraged Finance, Corporate Finance, Securities, Investments, Credit, Investment Management, Banking, Hedge Funds, Series 7, Financial Services, Capital Markets, Financial Modeling, Private Equity, Valuation, Business Valuation, Investment Advisory, Venture Capital, Financial Structuring, Finance, Credit Analysis, Strategy, Restructuring, Emerging Markets, Alternative Investments
Education
Brown University
ScB
Columbia University - Columbia Business School
MBA
Irvington High School
Ramesh Sanvatsarkar's Bear, Stearns & Co. Inc. Experience April 2002 - June 2005
Job Associate
Industry Investment Banking
Experience
J.P. Morgan June 2005 - Present
Bear, Stearns & Co. Inc. April 2002 - June 2005
Bear, Stearns & Co. Inc. May 2000 - April 2002
PCL Mindware Ltd; 1996 - 2000
CMC LTD 1993 - 1996
Skills
SDLC, Business Analysis, Agile Methodologies, IT Strategy, Investment Banking, Project Management, Office Application, C# 4.0, Business Intelligence, Program Management, Vendor Management, Management, Leadership, Microsoft SQL Server, .NET, CRM, System Architecture, C#, Requirements Analysis
Education
Bharati Vidyapeeth 1989 — 1993
Bachelor of Engineering, Computer Science
J.P. Morgan June 2005 - Present
Bear, Stearns & Co. Inc. April 2002 - June 2005
Bear, Stearns & Co. Inc. May 2000 - April 2002
PCL Mindware Ltd; 1996 - 2000
CMC LTD 1993 - 1996
Skills
SDLC, Business Analysis, Agile Methodologies, IT Strategy, Investment Banking, Project Management, Office Application, C# 4.0, Business Intelligence, Program Management, Vendor Management, Management, Leadership, Microsoft SQL Server, .NET, CRM, System Architecture, C#, Requirements Analysis
Education
Bharati Vidyapeeth 1989 — 1993
Bachelor of Engineering, Computer Science
Maria Frangelaki's Bear, Stearns & Co. Inc. Experience 2000 - 2006
Job
Industry Banking
Experience
Federal Reserve Bank of New York 2014 - Present
NATIONAL BASKETBALL ASSOCIATION 2009 - 2014
GOLDMAN, SACHS & CO. 2006 - 2009
BEAR, STEARNS & CO. INC. 2000 - 2006
ABB (ASEA BROWN BOVERI) March 1999 - December 2000
Skills
Vendor Management, Strategic Sourcing, Project Management, Management, Process Improvement, Cross-functional Team..., Change Management, Strategy, Leadership, Contract Negotiation, Management Consulting, Strategic Planning, Business Strategy, Expense Management, Mergers & Acquisitions, Talent Management, Business Development, Outsourcing, Budgets, Sourcing, Executive Management, Business Process..., Analysis, Negotiation, Risk Management, Contract Management, Financial Analysis, Program Management, Business Analysis, Operations Management, Procurement, Strategic Partnerships, Policy, Business Planning, Team Leadership
Education
Fordham University - Graduate School of Business Administration
MBA
Iona College, Hagan School of Business
BBA
Federal Reserve Bank of New York 2014 - Present
NATIONAL BASKETBALL ASSOCIATION 2009 - 2014
GOLDMAN, SACHS & CO. 2006 - 2009
BEAR, STEARNS & CO. INC. 2000 - 2006
ABB (ASEA BROWN BOVERI) March 1999 - December 2000
Skills
Vendor Management, Strategic Sourcing, Project Management, Management, Process Improvement, Cross-functional Team..., Change Management, Strategy, Leadership, Contract Negotiation, Management Consulting, Strategic Planning, Business Strategy, Expense Management, Mergers & Acquisitions, Talent Management, Business Development, Outsourcing, Budgets, Sourcing, Executive Management, Business Process..., Analysis, Negotiation, Risk Management, Contract Management, Financial Analysis, Program Management, Business Analysis, Operations Management, Procurement, Strategic Partnerships, Policy, Business Planning, Team Leadership
Education
Fordham University - Graduate School of Business Administration
MBA
Iona College, Hagan School of Business
BBA
Christopher Bartlett's Bear, Stearns & Co. Inc. Experience 2002 - 2004
Job Managing Director at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley March 2004 - Present
Bear, Stearns & Co. Inc. 2002 - 2004
Arthur Andersen LLP 1996 - 2000
Skills
Joint Ventures, Financial Modeling, Mergers & Acquisitions, Private Equity, Corporate Finance, Valuation, Due Diligence, Financial Analysis, Capital Markets, Investment Banking
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance & Media Management
The University of Texas at Austin 1992 — 1996
BBA, Finance
Morgan Stanley March 2004 - Present
Bear, Stearns & Co. Inc. 2002 - 2004
Arthur Andersen LLP 1996 - 2000
Skills
Joint Ventures, Financial Modeling, Mergers & Acquisitions, Private Equity, Corporate Finance, Valuation, Due Diligence, Financial Analysis, Capital Markets, Investment Banking
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance & Media Management
The University of Texas at Austin 1992 — 1996
BBA, Finance
Douglas Kravitz's Bear, Stearns & Co. Inc. Experience vice presidentbear stearns2006 - 2008
Job Vice President at Bear, Stearns & Co. Inc.
Industry Investment Banking
Experience
Bear, Stearns & Co. Inc. vice presidentbear stearns2006 - 2008
Education
City University of New York-Herbert H. Lehman College 1990 — 1993
Bear, Stearns & Co. Inc. vice presidentbear stearns2006 - 2008
Education
City University of New York-Herbert H. Lehman College 1990 — 1993
Nghi Kirwan's Bear, Stearns & Co. Inc. Experience March 2007 - June 2008
Job
Industry Capital Markets
Experience
Barclays Capital June 2010 - Present
Barclays Capital August 2008 - June 2010
BEAR, STEARNS & CO. INC. March 2007 - June 2008
BEAR, STEARNS & CO. INC. May 2006 - March 2007
DRESDNER KLEINWORT WASSERSTEIN, NORTH AMERICA June 2005 - May 2006
DRESDNER KLEINWORT WASSERSTEIN, NORTH AMERICA March 2001 - June 2005
MAKINSON-COWELL (US), LTD. July 1999 - March 2001
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
Bowdoin College 1995 — 1999
Bachelor of Arts
Barclays Capital June 2010 - Present
Barclays Capital August 2008 - June 2010
BEAR, STEARNS & CO. INC. March 2007 - June 2008
BEAR, STEARNS & CO. INC. May 2006 - March 2007
DRESDNER KLEINWORT WASSERSTEIN, NORTH AMERICA June 2005 - May 2006
DRESDNER KLEINWORT WASSERSTEIN, NORTH AMERICA March 2001 - June 2005
MAKINSON-COWELL (US), LTD. July 1999 - March 2001
Education
New York University - Leonard N. Stern School of Business 2007 — 2010
MBA
Bowdoin College 1995 — 1999
Bachelor of Arts
Daniel Governara's Bear, Stearns & Co. Inc. Experience May 2005 - June 2007
Job Vice President at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan February 2012 - Present
JP Morgan February 2009 - February 2012
JP Morgan June 2008 - February 2009
Bear Stearns June 2007 - June 2008
Bear, Stearns & Co. Inc. May 2005 - June 2007
Education
Fordham University 2001 — 2005
BS, Finance
J.P. Morgan February 2012 - Present
JP Morgan February 2009 - February 2012
JP Morgan June 2008 - February 2009
Bear Stearns June 2007 - June 2008
Bear, Stearns & Co. Inc. May 2005 - June 2007
Education
Fordham University 2001 — 2005
BS, Finance
Fred McConkey's Bear, Stearns & Co. Inc. Experience 1988 - 2008
Job Managing Director at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch 2008 - Present
Bear, Stearns & Co. Inc. 1988 - 2008
Education
Harvard University 1984 — 1988
BA, Economics
Bank of America Merrill Lynch 2008 - Present
Bear, Stearns & Co. Inc. 1988 - 2008
Education
Harvard University 1984 — 1988
BA, Economics
Jonathan Falik's Bear, Stearns & Co. Inc. Experience 1999 - 2004
Job Chief Executive Officer at JF Capital Advisors
Industry Hospitality
Experience
JF Capital Advisors August 2013 - Present
BGC Partners / Newmark Grubb Kight Frank May 2012 - July 2013
Cantor Fitzgerald August 2011 - May 2012
JF Capital Advisors April 2004 - July 2011
Bear, Stearns & Co. Inc. 1999 - 2004
Price Waterhouse 1993 - 1997
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Real Estate Finance
frisch
JF Capital Advisors August 2013 - Present
BGC Partners / Newmark Grubb Kight Frank May 2012 - July 2013
Cantor Fitzgerald August 2011 - May 2012
JF Capital Advisors April 2004 - July 2011
Bear, Stearns & Co. Inc. 1999 - 2004
Price Waterhouse 1993 - 1997
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Real Estate Finance
frisch
Sally Favant's Bear, Stearns & Co. Inc. Experience 1991 - 2008
Job Executive Administrative Assistant
Industry Legal Services
Experience
Westchester Medical Center Advanced Physician Services 2012 - Present
Bayer HealthCare Diabetes Care 2008 - 2010
Bear, Stearns & Co. Inc. 1991 - 2008
Skills
Securities, Leadership, Mergers & Acquisitions, Hedge Funds, Options, Due Diligence, Capital Markets, Asset Management, Fixed Income, Risk Management, Equities, FINRA, Executive Management, Outlook, Trading, Portfolio Management, Series 7, AML, Series 63, Mutual Funds, Financial Services, Insurance, Derivatives, Investment Management, Financial Markets, Valuation, Credit, Investments, Alternative Investments, Bloomberg, Investment Banking, Corporate Governance, Wealth Management
Education
Hood College
B.A., Special Education
The College of New Rochelle
M.S., Learning Disabilities
Westchester Medical Center Advanced Physician Services 2012 - Present
Bayer HealthCare Diabetes Care 2008 - 2010
Bear, Stearns & Co. Inc. 1991 - 2008
Skills
Securities, Leadership, Mergers & Acquisitions, Hedge Funds, Options, Due Diligence, Capital Markets, Asset Management, Fixed Income, Risk Management, Equities, FINRA, Executive Management, Outlook, Trading, Portfolio Management, Series 7, AML, Series 63, Mutual Funds, Financial Services, Insurance, Derivatives, Investment Management, Financial Markets, Valuation, Credit, Investments, Alternative Investments, Bloomberg, Investment Banking, Corporate Governance, Wealth Management
Education
Hood College
B.A., Special Education
The College of New Rochelle
M.S., Learning Disabilities
Ravind Karamsingh's Bear, Stearns & Co. Inc. Experience September 2001 - August 2008
Job Associate General Counsel and Managing Director at Syncora Guarantee Inc.
Industry Law Practice
Experience
Syncora Guarantee Inc. June 2009 - Present
Bear, Stearns & Co. Inc. September 2001 - August 2008
Thacher Proffitt & Wood LLP September 1998 - September 2001
Red Apple Group, Inc. December 1996 - August 1998
Skills
Director, Board of...
Education
New York University School of Law 1996 — 1998
LLM, Tax
Fordham University School of Law 1993 — 1996
Juris Doctor
Fordham University 1988 — 1993
BA, Economics/Business Administration
Syncora Guarantee Inc. June 2009 - Present
Bear, Stearns & Co. Inc. September 2001 - August 2008
Thacher Proffitt & Wood LLP September 1998 - September 2001
Red Apple Group, Inc. December 1996 - August 1998
Skills
Director, Board of...
Education
New York University School of Law 1996 — 1998
LLM, Tax
Fordham University School of Law 1993 — 1996
Juris Doctor
Fordham University 1988 — 1993
BA, Economics/Business Administration
Jonathan Peyser's Bear, Stearns & Co. Inc. Experience 2006 - 2008
Job Consultant at Credit Agricole CIB
Industry Information Technology and Services
Experience
Credit Agricole CIB April 2013 - Present
Private Project July 2012 - October 2012
UBS February 2010 - March 2012
Barclays Capital June 2009 - January 2010
JPMorgan Chase July 2006 - March 2009
Bear, Stearns & Co. Inc. 2006 - 2008
eSpeed June 2000 - July 2006
PaineWeber 1998 - 2000
Instinet Corporation 1994 - 1998
Skills
Object Oriented Perl, Sybase, Oracle, XML, Unix Shell Scripting, SQL, JavaScript, Perl, Shell Scripting, HTML, SOAP, Java, Electronic Trading, Database Design, Trading Systems, Unix, Software Development, MySQL, Solaris
Education
Fairleigh Dickinson University 1992 — 1996
Masters, Computer Science
Credit Agricole CIB April 2013 - Present
Private Project July 2012 - October 2012
UBS February 2010 - March 2012
Barclays Capital June 2009 - January 2010
JPMorgan Chase July 2006 - March 2009
Bear, Stearns & Co. Inc. 2006 - 2008
eSpeed June 2000 - July 2006
PaineWeber 1998 - 2000
Instinet Corporation 1994 - 1998
Skills
Object Oriented Perl, Sybase, Oracle, XML, Unix Shell Scripting, SQL, JavaScript, Perl, Shell Scripting, HTML, SOAP, Java, Electronic Trading, Database Design, Trading Systems, Unix, Software Development, MySQL, Solaris
Education
Fairleigh Dickinson University 1992 — 1996
Masters, Computer Science
Nicholas Amos's Bear, Stearns & Co. Inc. Experience 2005 - 2008
Job Partner at Ero Resource Partners (ERP)
Industry Investment Management
Experience
Ero Resource Partners (ERP) January 2014 - Present
Liberty Metals & Mining Holdings - Liberty Mutual Group 2013 - 2013
Standard Chartered 2009 - 2012
Bear, Stearns & Co. Inc. 2005 - 2008
Credit Suisse First Boston LLC 2000 - 2005
Donaldson, Lufkin & Jenrette Securities Corp. 2000 - 2000
Bear, Stearns & Co. Inc. 1997 - 2000
The Bridgeford Group, Inc. 1990 - 1995
Morgan Grenfell Group PLC 1989 - 1990
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Cornell University 1985 — 1989
BA
Stuyvesant H.S. 1981 — 1985
[NYS Regents diploma]
Ero Resource Partners (ERP) January 2014 - Present
Liberty Metals & Mining Holdings - Liberty Mutual Group 2013 - 2013
Standard Chartered 2009 - 2012
Bear, Stearns & Co. Inc. 2005 - 2008
Credit Suisse First Boston LLC 2000 - 2005
Donaldson, Lufkin & Jenrette Securities Corp. 2000 - 2000
Bear, Stearns & Co. Inc. 1997 - 2000
The Bridgeford Group, Inc. 1990 - 1995
Morgan Grenfell Group PLC 1989 - 1990
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Cornell University 1985 — 1989
BA
Stuyvesant H.S. 1981 — 1985
[NYS Regents diploma]
Barbara Perry's Bear, Stearns & Co. Inc. Experience 1988 - 1994
Job Financial Management Nonprofits
Industry Banking
Experience
The Transportation Association of Greenwich, Inc. 2012 - 2014
National Australia Bank Limited 2010 - 2011
National Australia Bank Limited 2008 - 2010
National Australia Bank Limited 1997 - 2008
Union Bank of Switzerland 1994 - 1997
Bear, Stearns & Co. Inc. 1988 - 1994
Skills
Credit Analysis, Financial Institutions, Credit Risk, Financial Analysis, Capital Markets, Financial Instruments, Negotiation, Process Development, Process Improvement, Hedge Funds, Problem Solving, Research, Data Analysis, Mentoring Of Staff, Policy, Business Strategy, Collaboration, Strategic Thinking, Issue Resolution, Data Integrity, Counterparty Risk, ISDA negotiations, Risk Monitoring, KYC/AML, Derivatives, Risk Management, Fixed Income, Banking, Commercial Banking, Financial Risk, Equities, Finance, Market Risk, Financial Services, Investments, Financial Markets, Options, Structured Finance, FX Options, AML, Swaps, Funding, Mutual Funds, Analysis, Treasury Management, Operational Risk, Structured Products, Foreign Exchange, Securities Lending, Liquidity Risk
Education
Boston College
B.A.
Pace University - Lubin School of Business
M.B.A.
Scarsdale High School
High School Diploma
The Transportation Association of Greenwich, Inc. 2012 - 2014
National Australia Bank Limited 2010 - 2011
National Australia Bank Limited 2008 - 2010
National Australia Bank Limited 1997 - 2008
Union Bank of Switzerland 1994 - 1997
Bear, Stearns & Co. Inc. 1988 - 1994
Skills
Credit Analysis, Financial Institutions, Credit Risk, Financial Analysis, Capital Markets, Financial Instruments, Negotiation, Process Development, Process Improvement, Hedge Funds, Problem Solving, Research, Data Analysis, Mentoring Of Staff, Policy, Business Strategy, Collaboration, Strategic Thinking, Issue Resolution, Data Integrity, Counterparty Risk, ISDA negotiations, Risk Monitoring, KYC/AML, Derivatives, Risk Management, Fixed Income, Banking, Commercial Banking, Financial Risk, Equities, Finance, Market Risk, Financial Services, Investments, Financial Markets, Options, Structured Finance, FX Options, AML, Swaps, Funding, Mutual Funds, Analysis, Treasury Management, Operational Risk, Structured Products, Foreign Exchange, Securities Lending, Liquidity Risk
Education
Boston College
B.A.
Pace University - Lubin School of Business
M.B.A.
Scarsdale High School
High School Diploma
Thomas Vieira's Bear, Stearns & Co. Inc. Experience October 1997 - April 2001
Job Sr. Dir. International Tax at CA, Inc.
Industry Computer Software
Experience
CA Technologies February 2009 - Present
Merrill Lynch 2001 - 2009
Bear, Stearns & Co. Inc. October 1997 - April 2001
Morgan Stanley September 1995 - October 1997
Bear, Stearns and Co. Inc. January 1992 - September 1995
Price Waterhouse Coopers January 1990 - December 1991
BDO Seidman, LLP September 1986 - December 1989
Skills
Tax, International Tax, Corporate Tax, Income Tax, Sarbanes-Oxley Act, SEC filings, GAAP, CPA, Tax Accounting, US GAAP, Mergers & Acquisitions, Financial Reporting, Auditing, Accounting, Internal Controls, SEC Filings
Education
Fordham University - Graduate School of Business Administration 1989 — 1995
Master of Science (M.S.), Taxation
Hofstra University 1982 — 1986
B.B.A., Public Accounting
CA Technologies February 2009 - Present
Merrill Lynch 2001 - 2009
Bear, Stearns & Co. Inc. October 1997 - April 2001
Morgan Stanley September 1995 - October 1997
Bear, Stearns and Co. Inc. January 1992 - September 1995
Price Waterhouse Coopers January 1990 - December 1991
BDO Seidman, LLP September 1986 - December 1989
Skills
Tax, International Tax, Corporate Tax, Income Tax, Sarbanes-Oxley Act, SEC filings, GAAP, CPA, Tax Accounting, US GAAP, Mergers & Acquisitions, Financial Reporting, Auditing, Accounting, Internal Controls, SEC Filings
Education
Fordham University - Graduate School of Business Administration 1989 — 1995
Master of Science (M.S.), Taxation
Hofstra University 1982 — 1986
B.B.A., Public Accounting
Ruth Singh's Bear, Stearns & Co. Inc. Experience October 1988 - June 2008
Job Bear Stearns (BSC) Financial Services Industry
Industry Financial Services
Experience
Bear, Stearns & Co. Inc. October 1988 - June 2008
ARGUS RESEARCH CORP January 1984 - January 1988
Skills
Equity Research, Equities, Research, Investments, Capital Markets, Investment Banking, Securities, Fixed Income, Series 7, Hedge Funds, Alternative Investments, Bloomberg, Financial Modeling, Financial Analysis, Valuation
Education
Berkeley College (Manhattan) 2008 — 2011
Business Administration
Berkeley College
Associate's degree, Business Administration (General)
Bear, Stearns & Co. Inc. October 1988 - June 2008
ARGUS RESEARCH CORP January 1984 - January 1988
Skills
Equity Research, Equities, Research, Investments, Capital Markets, Investment Banking, Securities, Fixed Income, Series 7, Hedge Funds, Alternative Investments, Bloomberg, Financial Modeling, Financial Analysis, Valuation
Education
Berkeley College (Manhattan) 2008 — 2011
Business Administration
Berkeley College
Associate's degree, Business Administration (General)
Daniel Nelson's Bear, Stearns & Co. Inc. Experience October 2006 - June 2008
Job Executive Director and Assistant General Counsel at JPMorgan
Industry Legal Services
Experience
JPMorgan June 2008 - Present
Bear, Stearns & Co. Inc. October 2006 - June 2008
Mayer Brown May 2005 - October 2006
Greenberg Traurig LLP July 2000 - May 2005
Skills
Financial Regulation, Derivatives, Hedge Funds, Corporate Law, Secured Financing
Education
New York University School of Law 1994 — 1996
J.D., Law
The Johns Hopkins University 1986 — 1989
B.A.
Columbia University in the City of New York
JPMorgan June 2008 - Present
Bear, Stearns & Co. Inc. October 2006 - June 2008
Mayer Brown May 2005 - October 2006
Greenberg Traurig LLP July 2000 - May 2005
Skills
Financial Regulation, Derivatives, Hedge Funds, Corporate Law, Secured Financing
Education
New York University School of Law 1994 — 1996
J.D., Law
The Johns Hopkins University 1986 — 1989
B.A.
Columbia University in the City of New York
Josh Resnick's Bear, Stearns & Co. Inc. Experience 1995 - 1997
Job Managing Partner at Jericho Capital
Industry Investment Management
Experience
Jericho Capital January 2009 - Present
TCS Capital July 2001 - December 2008
Bear, Stearns & Co. Inc. 1995 - 1997
Education
Emory University 1991 — 1995
BA, Economics
Jericho Capital January 2009 - Present
TCS Capital July 2001 - December 2008
Bear, Stearns & Co. Inc. 1995 - 1997
Education
Emory University 1991 — 1995
BA, Economics
Paula Richmond's Bear, Stearns & Co. Inc. Experience 2000 - 2008
Job Executive Assistant at Societe Generale
Industry Financial Services
Experience
Societe Generale March 2010 - Present
Wachovia/Wells Fargo September 2008 - April 2009
Bear, Stearns & Co. Inc. 2000 - 2008
Education
City University of New York City College 1982 — 1984
AAS, Legal Secretarial Science
Societe Generale March 2010 - Present
Wachovia/Wells Fargo September 2008 - April 2009
Bear, Stearns & Co. Inc. 2000 - 2008
Education
City University of New York City College 1982 — 1984
AAS, Legal Secretarial Science
Susan Valenti's Bear, Stearns & Co. Inc. Experience 2002 - 2004
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
Rishav Puri's Bear, Stearns & Co. Inc. Experience 2006 - 2008
Job Analyst at Linden Advisors LP
Industry Investment Management
Experience
Linden Advisors LP February 2011 - Present
JLL Partners July 2008 - January 2011
Bear, Stearns & Co. Inc. 2006 - 2008
Bear, Stearns & Co. Inc. June 2005 - August 2005
Coleman Epstein Berlin & Co (now O'Malley & Kwit) January 2004 - April 2004
KPMG 2003 - 2003
Skills
Leveraged Finance, Private Equity, Investment Banking, Capital Markets, Alternative Investments, High Yield, Special Situations, Investments, High Yield Bonds, Distressed Debt, Emerging Markets, Convertible Arbitrage, Convertible Bonds, Convertible Securities, Capital Structure, Distressed M&A, Valuation, Hedge Funds
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (BS), Finance, Accounting & International Studies
Springdales
Linden Advisors LP February 2011 - Present
JLL Partners July 2008 - January 2011
Bear, Stearns & Co. Inc. 2006 - 2008
Bear, Stearns & Co. Inc. June 2005 - August 2005
Coleman Epstein Berlin & Co (now O'Malley & Kwit) January 2004 - April 2004
KPMG 2003 - 2003
Skills
Leveraged Finance, Private Equity, Investment Banking, Capital Markets, Alternative Investments, High Yield, Special Situations, Investments, High Yield Bonds, Distressed Debt, Emerging Markets, Convertible Arbitrage, Convertible Bonds, Convertible Securities, Capital Structure, Distressed M&A, Valuation, Hedge Funds
Education
Indiana University - Kelley School of Business 2002 — 2006
Bachelor of Science (BS), Finance, Accounting & International Studies
Springdales
O-Sun Lee's Bear, Stearns & Co. Inc. Experience February 2006 - August 2008
Job Trade Floor Coordinator at PIMCO
Industry Investment Management
Experience
Jefferies February 2015 - Present
PIMCO January 2011 - January 2015
Core Staffing Services Inc. July 2010 - December 2010
New York Life Insurance Company June 2009 - June 2010
Bear Stearns, & Co. Inc. February 2006 - August 2008
Skills
Wealth Management, Equities, Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Customer Service, Microsoft Excel, Outlook, Microsoft Office
Education
State University of New York at Binghamton 1997 — 2002
Bachelor's Degree, Philosophy, Politics, and Law
Hunter College 1996 — 1997
Brooklyn Technical High School 1992 — 1996
High School
Touro College Jacob D. Fuchsberg Law Center
Jefferies February 2015 - Present
PIMCO January 2011 - January 2015
Core Staffing Services Inc. July 2010 - December 2010
New York Life Insurance Company June 2009 - June 2010
Bear Stearns, & Co. Inc. February 2006 - August 2008
Skills
Wealth Management, Equities, Bloomberg, Portfolio Management, Fixed Income, Hedge Funds, Customer Service, Microsoft Excel, Outlook, Microsoft Office
Education
State University of New York at Binghamton 1997 — 2002
Bachelor's Degree, Philosophy, Politics, and Law
Hunter College 1996 — 1997
Brooklyn Technical High School 1992 — 1996
High School
Touro College Jacob D. Fuchsberg Law Center
Mark Dauenhauer's Bear, Stearns & Co. Inc. Experience April 1999 - December 2007
Job Director, Mergers & Acquisitions at The Dow Chemical Company
Industry Chemicals
Experience
The Dow Chemical Company May 2008 - Present
Bear, Stearns & Co. Inc. April 1999 - December 2007
Skills
Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Valuation, Strategic Planning, Strategy, Cross-functional Team..., Mergers & Acquisitions, Business Strategy
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA, Business Administration and Management, General
The Dow Chemical Company May 2008 - Present
Bear, Stearns & Co. Inc. April 1999 - December 2007
Skills
Financial Modeling, Corporate Finance, Due Diligence, Private Equity, Valuation, Strategic Planning, Strategy, Cross-functional Team..., Mergers & Acquisitions, Business Strategy
Education
Duke University - The Fuqua School of Business 1998 — 2000
MBA, Business Administration and Management, General
Lois-Ann DeJesus's Bear, Stearns & Co. Inc. Experience June 2002 - January 2007
Job Sr Administrative Assistant at BMO Capital Markets
Industry Banking
Experience
BMO Capital Markets, Financial Sponsors Group May 2010 - Present
Imperial Capital LLC, Corporate Finance January 2008 - October 2010
Bear, Stearns & Co. Inc. June 2002 - January 2007
Skills
Travel Arrangements, Calendars, Office Management, Expenses, Microsoft Office, Office Administration, Spreadsheets, Event Planning, Oral & Written..., Highly personable, Dependable Team Player, Work Independently with..., Learn New Software..., Close Attention to..., Maintain confidentiality, Willingness to develop..., Highly resourceful, Exceptionally well..., PowerPoint, Confidentiality, Expense Reports, Organization, High Level Of..., Meeting Scheduling, Executive Level..., Concur, Proactive self-starter, Highly detail oriented, Coordinating Events, Microsoft Word, Adobe Acrobat, Microsoft Excel, Time Management, High Level Of Accuracy, Travel Planning, Business Writing, Executive...
Education
Borough of Manhattan Community College 1998 — 2000
Associate of Arts (A.A.), English Language and Literature, General, Associates
Msgr. Scanlan High School 1985 — 1989
New York Archdioces
BMO Capital Markets, Financial Sponsors Group May 2010 - Present
Imperial Capital LLC, Corporate Finance January 2008 - October 2010
Bear, Stearns & Co. Inc. June 2002 - January 2007
Skills
Travel Arrangements, Calendars, Office Management, Expenses, Microsoft Office, Office Administration, Spreadsheets, Event Planning, Oral & Written..., Highly personable, Dependable Team Player, Work Independently with..., Learn New Software..., Close Attention to..., Maintain confidentiality, Willingness to develop..., Highly resourceful, Exceptionally well..., PowerPoint, Confidentiality, Expense Reports, Organization, High Level Of..., Meeting Scheduling, Executive Level..., Concur, Proactive self-starter, Highly detail oriented, Coordinating Events, Microsoft Word, Adobe Acrobat, Microsoft Excel, Time Management, High Level Of Accuracy, Travel Planning, Business Writing, Executive...
Education
Borough of Manhattan Community College 1998 — 2000
Associate of Arts (A.A.), English Language and Literature, General, Associates
Msgr. Scanlan High School 1985 — 1989
New York Archdioces
Emmett O'Hara's Bear, Stearns & Co. Inc. Experience 1991 - 1997
Job Director KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets March 2011 - Present
Chapdelaine Credit Partners May 2009 - January 2011
Lehman Brothers May 1997 - September 2008
Bear, Stearns & Co. Inc. 1991 - 1997
Skills
Leveraged Finance, Bonds, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Private Equity, Series 7, Valuation, Trading, Investments, Portfolio Management, Structured Products, Securities, Equity Research
Education
Fairfield University 1979 — 1982
BS, Finance
Saint John the Baptist HS West Islip, NY 1974 — 1978
KeyBanc Capital Markets March 2011 - Present
Chapdelaine Credit Partners May 2009 - January 2011
Lehman Brothers May 1997 - September 2008
Bear, Stearns & Co. Inc. 1991 - 1997
Skills
Leveraged Finance, Bonds, Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Private Equity, Series 7, Valuation, Trading, Investments, Portfolio Management, Structured Products, Securities, Equity Research
Education
Fairfield University 1979 — 1982
BS, Finance
Saint John the Baptist HS West Islip, NY 1974 — 1978
Scott Strasser's Bear, Stearns & Co. Inc. Experience 1997 - 1999
Job Managing Partner at Perennial Advisors, LLC
Industry Investment Management
Experience
Perennial Advisors, LLC August 2013 - Present
GB Merchant Partners, LLC (Gordon Brothers Group) 2007 - 2013
Gordon Brothers Group, LLC 2003 - 2007
The Cypress Group, LLC 1999 - 2001
Bear, Stearns & Co. Inc. 1997 - 1999
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Restructuring, Valuation, Alternative Investments, Due Diligence, Corporate Finance, Investments
Education
Harvard Business School 2001 — 2003
MBA
Washington University in St. Louis 1993 — 1997
B.A., Political Science
Perennial Advisors, LLC August 2013 - Present
GB Merchant Partners, LLC (Gordon Brothers Group) 2007 - 2013
Gordon Brothers Group, LLC 2003 - 2007
The Cypress Group, LLC 1999 - 2001
Bear, Stearns & Co. Inc. 1997 - 1999
Skills
Private Equity, Mergers & Acquisitions, Financial Modeling, Portfolio Management, Restructuring, Valuation, Alternative Investments, Due Diligence, Corporate Finance, Investments
Education
Harvard Business School 2001 — 2003
MBA
Washington University in St. Louis 1993 — 1997
B.A., Political Science
Davies Beller's Bear, Stearns & Co. Inc. Experience 1994 - 2008
Job Managing Director at Cowen & Company
Industry Investment Banking
Experience
Cowen & Company December 2014 - Present
Stone Key Partners April 2012 - May 2014
CSIP Group July 2009 - October 2011
Bear, Stearns & Co. Inc. 1994 - 2008
Skills
M&A Advisory, Corporate Finance, Enterprise Valuation, Securities, Corporate Development, Valuation, Business Valuation, Investor Relations, Equities, Due Diligence, Private Placements, Restructuring, Fixed Income, Fairness Opinions, Financial Modeling, Strategic Partnerships, Investment Banking, Private Equity, IPO, Mergers, Venture Capital, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Start-ups, LBO, M&A experience, Emerging Markets, Executive Management, Financial Structuring, Securities Regulation, Asset Managment, Entrepreneurship, Equity Capital Markets, Leveraged Finance, Strategy
Education
Stanford University Graduate School of Business 1985 — 1988
MBA, Finance, Investments
Stanford Law School 1984 — 1988
JD, Law
Dartmouth College 1979 — 1983
BA, Government and Economics
Cowen & Company December 2014 - Present
Stone Key Partners April 2012 - May 2014
CSIP Group July 2009 - October 2011
Bear, Stearns & Co. Inc. 1994 - 2008
Skills
M&A Advisory, Corporate Finance, Enterprise Valuation, Securities, Corporate Development, Valuation, Business Valuation, Investor Relations, Equities, Due Diligence, Private Placements, Restructuring, Fixed Income, Fairness Opinions, Financial Modeling, Strategic Partnerships, Investment Banking, Private Equity, IPO, Mergers, Venture Capital, Mergers & Acquisitions, Alternative Investments, Hedge Funds, Start-ups, LBO, M&A experience, Emerging Markets, Executive Management, Financial Structuring, Securities Regulation, Asset Managment, Entrepreneurship, Equity Capital Markets, Leveraged Finance, Strategy
Education
Stanford University Graduate School of Business 1985 — 1988
MBA, Finance, Investments
Stanford Law School 1984 — 1988
JD, Law
Dartmouth College 1979 — 1983
BA, Government and Economics
Donald A. Gammon's Bear, Stearns & Co. Inc. Experience 2007 - 2008
Job Sr. Counsel, Intellectual Property and Information Technology (IP/IT) at Bloomberg LP
Industry Law Practice
Experience
Bloomberg LP September 2013 - Present
JPMorgan Chase & Co. 2009 - 2013
Elsevier Inc. 2008 - 2009
Bear, Stearns & Co. Inc. 2007 - 2008
Thelen Reid Brown Raysman & Steiner LLP 2004 - 2007
Brown Raysman Millstein Felder & Steiner LLP June 2003 - August 2003
Skills
Licensing, Corporate Law, Privacy Law, Intellectual Property, Litigation, Corporate Governance, Outsourcing, Data Privacy, Trademarks, Social Media, Brand Management, Legal Advice, Commercial Litigation, Mergers & Acquisitions, Dispute Resolution, Contract Negotiation, Due Diligence, Legal Writing
Education
Brooklyn Law School
Doctor of Law (J.D.)
Hunter College
Graduate Studies
State University of New York College at Brockport
Bachelor of Science (BS)
Bloomberg LP September 2013 - Present
JPMorgan Chase & Co. 2009 - 2013
Elsevier Inc. 2008 - 2009
Bear, Stearns & Co. Inc. 2007 - 2008
Thelen Reid Brown Raysman & Steiner LLP 2004 - 2007
Brown Raysman Millstein Felder & Steiner LLP June 2003 - August 2003
Skills
Licensing, Corporate Law, Privacy Law, Intellectual Property, Litigation, Corporate Governance, Outsourcing, Data Privacy, Trademarks, Social Media, Brand Management, Legal Advice, Commercial Litigation, Mergers & Acquisitions, Dispute Resolution, Contract Negotiation, Due Diligence, Legal Writing
Education
Brooklyn Law School
Doctor of Law (J.D.)
Hunter College
Graduate Studies
State University of New York College at Brockport
Bachelor of Science (BS)
David Petercsak's Bear, Stearns & Co. Inc. Experience October 2004 - June 2008
Job Vice President/Legal Specialist Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2008 - Present
Bear, Stearns & Co. Inc. October 2004 - June 2008
Marsh & McLennan Companies, Inc. October 2000 - October 2004
Education
Hunter College 1993 — 1995
Graduate Geography Program
SUNY Oneonta 1977 — 1981
BA, Geography and Business Economics
JPMorgan Chase June 2008 - Present
Bear, Stearns & Co. Inc. October 2004 - June 2008
Marsh & McLennan Companies, Inc. October 2000 - October 2004
Education
Hunter College 1993 — 1995
Graduate Geography Program
SUNY Oneonta 1977 — 1981
BA, Geography and Business Economics
Jacob Katsenko's Bear, Stearns & Co. Inc. Experience September 2005 - October 2008
Job Director at Merrill Lynch
Industry Investment Banking
Experience
Merrill Lynch July 2013 - Present
Goldman Sachs November 2011 - July 2013
J.P. Morgan November 2008 - October 2011
Bear, Stearns & Co. Inc. September 2005 - October 2008
Skills
Futures, Derivatives, Negotiation, Drafting Agreements, Trading, Electronic Trading, Due Diligence, Commodity, Fixed Income, Prime Brokerage, Equity Derivatives, Trading Systems, Capital Markets, Equities, Investment Banking, Options, Securities
Education
St. John's University School of Law 2003 — 2006
Juris Doctor, Law
SUNY Binghamton 1999 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
Merrill Lynch July 2013 - Present
Goldman Sachs November 2011 - July 2013
J.P. Morgan November 2008 - October 2011
Bear, Stearns & Co. Inc. September 2005 - October 2008
Skills
Futures, Derivatives, Negotiation, Drafting Agreements, Trading, Electronic Trading, Due Diligence, Commodity, Fixed Income, Prime Brokerage, Equity Derivatives, Trading Systems, Capital Markets, Equities, Investment Banking, Options, Securities
Education
St. John's University School of Law 2003 — 2006
Juris Doctor, Law
SUNY Binghamton 1999 — 2002
Bachelor of Arts (B.A.), English Language and Literature, General
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS