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
Richard Lukaj Richard Lukaj's Bear, Stearns & Co. Inc. Experience June 1991 - June 2002
Job Experienced Financial Executive, Private Investor, Philanthropist and Public Policy advocate
Industry Investment Banking
Experience
Bank Street Holdings/Group LLC June 2002 - Present
American University in Kosova 2002 - Present
Center for National Policy 2012 - Present
APEN 2002 - 2011
Bear, Stearns & Co. Inc. June 1991 - June 2002
Davis Polk & Wardwell January 1989 - June 1991
Skills
Mergers, Joint Ventures, Stocks, Cross-border, ESOP, Partnerships, Management Buyouts, Investment Banking, Private Equity, Corporate Finance, Capital Markets, Venture Capital, Valuation, Equities, Financial Modeling
Education
New York University 1987 — 1991
B.S., Finance & Economics
New York University - Leonard N. Stern School of Business 1987 — 1991
BS, Finance and Economics
Brooklyn Technical High School 1984 — 1987
H.S., Engineering, Science & Math
Bank Street Holdings/Group LLC June 2002 - Present
American University in Kosova 2002 - Present
Center for National Policy 2012 - Present
APEN 2002 - 2011
Bear, Stearns & Co. Inc. June 1991 - June 2002
Davis Polk & Wardwell January 1989 - June 1991
Skills
Mergers, Joint Ventures, Stocks, Cross-border, ESOP, Partnerships, Management Buyouts, Investment Banking, Private Equity, Corporate Finance, Capital Markets, Venture Capital, Valuation, Equities, Financial Modeling
Education
New York University 1987 — 1991
B.S., Finance & Economics
New York University - Leonard N. Stern School of Business 1987 — 1991
BS, Finance and Economics
Brooklyn Technical High School 1984 — 1987
H.S., Engineering, Science & Math
Allison Silvers Allison Silvers's Bear, Stearns & Co. Inc. Experience July 2007 - June 2008
Job Strategy, operations, and management professional
Industry Financial Services
Experience
ZestFinance May 2015 - Present
PwC - PricewaterhouseCoopers July 2012 - April 2015
UCLA Anderson School of Management June 2010 - June 2012
Cornerstone Research 2011 - 2011
JPMorgan June 2008 - August 2009
Bear, Stearns & Co. Inc. July 2007 - June 2008
Skills
Strategy, Business Strategy, Financial Modeling, Business Development, Management Consulting, Financial Analysis, Management, Start-ups, Analytics, Digital Strategy, Customer Experience, Strategic Operations, Financial Services, Corporate Finance, Real Estate Financing, Due Diligence, Valuation, Finance, Loan Origination, Automotive
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Strategy and Finance
Washington University in St. Louis
Majors: Business, Psychology
ZestFinance May 2015 - Present
PwC - PricewaterhouseCoopers July 2012 - April 2015
UCLA Anderson School of Management June 2010 - June 2012
Cornerstone Research 2011 - 2011
JPMorgan June 2008 - August 2009
Bear, Stearns & Co. Inc. July 2007 - June 2008
Skills
Strategy, Business Strategy, Financial Modeling, Business Development, Management Consulting, Financial Analysis, Management, Start-ups, Analytics, Digital Strategy, Customer Experience, Strategic Operations, Financial Services, Corporate Finance, Real Estate Financing, Due Diligence, Valuation, Finance, Loan Origination, Automotive
Education
University of California, Los Angeles - The Anderson School of Management 2010 — 2012
MBA, Strategy and Finance
Washington University in St. Louis
Majors: Business, Psychology
Musatye Rutledge Musatye Rutledge's Bear, Stearns & Co. Inc. Experience 1997 - 1998
Job Program Management Consultant at The Janssen Pharmaceutical Companies of Johnson & Johnson
Industry Management Consulting
Experience
GalaxE.Solutions Consultant at Janssen Pharmaceutica May 2014 - Present
Executive Management Consultants, LLC July 2008 - Present
American General Life Companies September 2012 - June 2013
SunGard Availability Services April 2012 - August 2012
GFI Group 2008 - 2010
SGCIB January 2006 - December 2006
Goldman Sachs 2000 - 2004
Bear, Stearns & Co. Inc. 1997 - 1998
Skills
Program Management, Risk Assessment, Disaster Recovery, Risk Management, Project Portfolio..., Relationship Development, Business Relationship..., Compliance Management, New Business Development, Emergency Management, Project Metrics, Software Development..., Business Continuity, Business Impact Analysis, Gap Analysis, Manage client..., Conflict Resolution, Project Status Reporting, Policy, Product Development, Compliance, Agile Project Management, Progress Monitoring, Crisis Communications, Helping Clients Succeed, Project Tracking, Project Manager..., Change Management, Client Liason, Team Leadership, Cross Functional Team..., Project Matrix, Project Management Tools, Project Governance, Auditing, Communication Skills, Business Continuity..., Information Technology, Crisis Management, Governance, Incident Management, Management, Contingency Planning, Business Resilience, Project Management, Security, Operational Risk..., Consulting, Training, Analysis
Education
State University of New York Empire State College
Baccalaureate of Business, Management and Economics
GalaxE.Solutions Consultant at Janssen Pharmaceutica May 2014 - Present
Executive Management Consultants, LLC July 2008 - Present
American General Life Companies September 2012 - June 2013
SunGard Availability Services April 2012 - August 2012
GFI Group 2008 - 2010
SGCIB January 2006 - December 2006
Goldman Sachs 2000 - 2004
Bear, Stearns & Co. Inc. 1997 - 1998
Skills
Program Management, Risk Assessment, Disaster Recovery, Risk Management, Project Portfolio..., Relationship Development, Business Relationship..., Compliance Management, New Business Development, Emergency Management, Project Metrics, Software Development..., Business Continuity, Business Impact Analysis, Gap Analysis, Manage client..., Conflict Resolution, Project Status Reporting, Policy, Product Development, Compliance, Agile Project Management, Progress Monitoring, Crisis Communications, Helping Clients Succeed, Project Tracking, Project Manager..., Change Management, Client Liason, Team Leadership, Cross Functional Team..., Project Matrix, Project Management Tools, Project Governance, Auditing, Communication Skills, Business Continuity..., Information Technology, Crisis Management, Governance, Incident Management, Management, Contingency Planning, Business Resilience, Project Management, Security, Operational Risk..., Consulting, Training, Analysis
Education
State University of New York Empire State College
Baccalaureate of Business, Management and Economics
Phil Dudley's Bear, Stearns & Co. Inc. Experience July 2004 - June 2006
Job Vice President at McCarthy Capital
Industry Venture Capital & Private Equity
Experience
McCarthy Capital July 2009 - Present
Alta Communications July 2006 - June 2009
Bear, Stearns & Co. Inc. July 2004 - June 2006
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Economics & Business
McCarthy Capital July 2009 - Present
Alta Communications July 2006 - June 2009
Bear, Stearns & Co. Inc. July 2004 - June 2006
Education
Lafayette College 2000 — 2004
Bachelor of Arts, Economics & Business
Harshith Ramesh Harshith Ramesh's Bear, Stearns & Co. Inc. Experience July 2001 - July 2003
Job
Industry Investment Banking
Experience
Moelis & Company July 2008 - March 2011
Copal Partners July 2005 - July 2006
America Online December 2004 - July 2005
America Online August 2003 - December 2004
Bear, Stearns & Co. Inc. July 2001 - July 2003
Skills
Investment Banking, Portfolio Management, Business Development, Financial Modeling, Valuation, Corporate Finance, Mergers, Due Diligence, Financial Analysis, Private Equity, Corporate Development, Venture Capital, Investments, Capital Markets, M&A experience
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Tulane University 1997 — 2001
Bachelors of Science, Finance and Economics
Tulane University - A.B. Freeman School of Business 1997 — 2001
Moelis & Company July 2008 - March 2011
Copal Partners July 2005 - July 2006
America Online December 2004 - July 2005
America Online August 2003 - December 2004
Bear, Stearns & Co. Inc. July 2001 - July 2003
Skills
Investment Banking, Portfolio Management, Business Development, Financial Modeling, Valuation, Corporate Finance, Mergers, Due Diligence, Financial Analysis, Private Equity, Corporate Development, Venture Capital, Investments, Capital Markets, M&A experience
Education
University of Pennsylvania - The Wharton School 2006 — 2008
MBA, Finance
Tulane University 1997 — 2001
Bachelors of Science, Finance and Economics
Tulane University - A.B. Freeman School of Business 1997 — 2001
John Neczesny John Neczesny's Bear, Stearns & Co. Inc. Experience September 1998 - July 2008
Job Managing Director at Oberon Securities, LLC
Industry Investment Banking
Experience
Oberon Securities, LLC November 2012 - Present
Par Pharmaceutical November 2009 - January 2011
Bear, Stearns & Co. Inc. September 1998 - July 2008
Skills
Investment Banking, Private Equity, Venture Capital, Corporate Finance, Corporate Development, Capital Markets, Valuation, Due Diligence, Financial Modeling, Equities, Investments, Alternative Investments, M&A experience, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Master of Business Administration (MBA), Finance
University of Delaware 1981 — 1985
B.S., Chemistry
Oberon Securities, LLC November 2012 - Present
Par Pharmaceutical November 2009 - January 2011
Bear, Stearns & Co. Inc. September 1998 - July 2008
Skills
Investment Banking, Private Equity, Venture Capital, Corporate Finance, Corporate Development, Capital Markets, Valuation, Due Diligence, Financial Modeling, Equities, Investments, Alternative Investments, M&A experience, Hedge Funds
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
Master of Business Administration (MBA), Finance
University of Delaware 1981 — 1985
B.S., Chemistry
Michael Arazan Michael Arazan's Bear, Stearns & Co. Inc. Experience 2005 - 2006
Job Manager of Application Development
Industry Information Technology and Services
Experience
Follett Higher Education Group December 2008 - Present
MCE Solutions October 1997 - December 2008
Calamos Investments October 2006 - March 2008
Clarity Consulting March 2005 - October 2006
Bear, Stearns & Co. Inc. 2005 - 2006
Follett Higher Education Group March 2005 - October 2005
Raddon Financial Group January 2003 - March 2005
HSBC January 2001 - February 2002
Northern Trust January 1999 - July 2000
Sears, Roebuck and Co. April 1998 - December 1998
Skills
Product Development, Process Improvement, Change Management, Project Management, Strategic Planning, Business Analysis, SharePoint, SDLC, Business Intelligence, Finance, CRM, Microsoft SQL Server, C#, Team Leadership, .NET, Enterprise Architecture, Databases, Quality Assurance
Education
Iowa State University 1989 — 1994
Bachelor of Science (BS), Management Information Systems
Iowa State University
Bachelor of Science (B.S.), Management Information Systems and Services
Follett Higher Education Group December 2008 - Present
MCE Solutions October 1997 - December 2008
Calamos Investments October 2006 - March 2008
Clarity Consulting March 2005 - October 2006
Bear, Stearns & Co. Inc. 2005 - 2006
Follett Higher Education Group March 2005 - October 2005
Raddon Financial Group January 2003 - March 2005
HSBC January 2001 - February 2002
Northern Trust January 1999 - July 2000
Sears, Roebuck and Co. April 1998 - December 1998
Skills
Product Development, Process Improvement, Change Management, Project Management, Strategic Planning, Business Analysis, SharePoint, SDLC, Business Intelligence, Finance, CRM, Microsoft SQL Server, C#, Team Leadership, .NET, Enterprise Architecture, Databases, Quality Assurance
Education
Iowa State University 1989 — 1994
Bachelor of Science (BS), Management Information Systems
Iowa State University
Bachelor of Science (B.S.), Management Information Systems and Services
Scott Colonna Scott Colonna's Bear, Stearns & Co. Inc. Experience March 2008 - March 2009
Job AVP, Credit & Portfolio Analyst at Citi
Industry Banking
Experience
Citi September 2013 - Present
HSBC Securities (USA) Inc. May 2009 - September 2013
Bear, Stearns & Co. Inc. March 2008 - March 2009
Bank of Akron January 2006 - February 2008
Skills
Interest Rate..., Middle Office, Derivatives, Fixed Income, Equities, Bloomberg, Capital Markets, Banking, Hedge Funds, Financial Analysis, Rates, Finance, Treasury, Credit, Bonds
Education
Siena College 2001 — 2005
BS, Finance
Citi September 2013 - Present
HSBC Securities (USA) Inc. May 2009 - September 2013
Bear, Stearns & Co. Inc. March 2008 - March 2009
Bank of Akron January 2006 - February 2008
Skills
Interest Rate..., Middle Office, Derivatives, Fixed Income, Equities, Bloomberg, Capital Markets, Banking, Hedge Funds, Financial Analysis, Rates, Finance, Treasury, Credit, Bonds
Education
Siena College 2001 — 2005
BS, Finance
Brett Novosel, CFA Brett Novosel, CFA's Bear, Stearns & Co. Inc. Experience August 2000 - November 2002
Job Portfolio Manager Partner at V2 Capital, LLC
Industry Investment Management
Experience
V2 Capital, LLC July 2004 - Present
Nuveen Investments July 2003 - June 2004
Bear, Stearns & Co. Inc. August 2000 - November 2002
Andersen Consulting August 1994 - July 1998
Skills
Portfolio Management, Equities, Derivatives, Hedge Funds, Private Equity, Finance, Asset Management, Fixed Income, Alternative Investments, Capital Markets, Investments, Financial Modeling, Valuation, Due Diligence, Investment Management, Financial Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Accounting and Quantitative Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
V2 Capital, LLC July 2004 - Present
Nuveen Investments July 2003 - June 2004
Bear, Stearns & Co. Inc. August 2000 - November 2002
Andersen Consulting August 1994 - July 1998
Skills
Portfolio Management, Equities, Derivatives, Hedge Funds, Private Equity, Finance, Asset Management, Fixed Income, Alternative Investments, Capital Markets, Investments, Financial Modeling, Valuation, Due Diligence, Investment Management, Financial Analysis
Education
The University of Chicago Booth School of Business 1998 — 2000
MBA, Accounting and Quantitative Finance
University of Illinois at Urbana-Champaign 1990 — 1994
BS, Mechanical Engineering
Jose Levy Jose Levy's Bear, Stearns & Co. Inc. Experience 1994 - 1996
Job Director
Industry Information Technology and Services
Experience
Upland Software September 2008 - Present
EPM Live September 2008 - November 2012
QuantumPM 2005 - 2008
PM Solutions / PM College 2003 - 2005
e-Strategia Consulting Group 2001 - 2003
B2B Latin America Corporate Network 1999 - 2001
EME - Hicks, Muse, Tate and Furst Latin American Fund 1997 - 1999
Newbridge Latin America Fund 1996 - 1997
Bear, Stearns & Co. Inc. 1994 - 1996
Oppenheimer & Co. Inc. 1993 - 1994
Skills
Project Server, Business Analysis, PMO, EPM, Program Management, Project Portfolio..., Software Project..., SharePoint, MS Project, Solution Architecture, SDLC, Project Management, Business Process, Business Process..., Business Intelligence, Project Planning, Process Improvement, Management Consulting, Integration, SaaS, Resource Management, Enterprise Software, PMP, Microsoft Project
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BSBE, Finance
Upland Software September 2008 - Present
EPM Live September 2008 - November 2012
QuantumPM 2005 - 2008
PM Solutions / PM College 2003 - 2005
e-Strategia Consulting Group 2001 - 2003
B2B Latin America Corporate Network 1999 - 2001
EME - Hicks, Muse, Tate and Furst Latin American Fund 1997 - 1999
Newbridge Latin America Fund 1996 - 1997
Bear, Stearns & Co. Inc. 1994 - 1996
Oppenheimer & Co. Inc. 1993 - 1994
Skills
Project Server, Business Analysis, PMO, EPM, Program Management, Project Portfolio..., Software Project..., SharePoint, MS Project, Solution Architecture, SDLC, Project Management, Business Process, Business Process..., Business Intelligence, Project Planning, Process Improvement, Management Consulting, Integration, SaaS, Resource Management, Enterprise Software, PMP, Microsoft Project
Education
University of Pennsylvania - The Wharton School 1986 — 1990
BSBE, Finance
Joseph Stark Joseph Stark's Bear, Stearns & Co. Inc. Experience April 1994 - July 2008
Job Energy at DW Partners, LP
Industry Oil & Energy
Experience
DW Partners, LP November 2014 - Present
Ocotillo Petroleum LLC July 2013 - November 2014
Cielo Wind Power September 2008 - March 2012
Bear, Stearns & Co. Inc. April 1994 - July 2008
ExxonMobil May 1987 - August 1992
Shell May 1985 - August 1985
Skills
Sales, Trading, Structured Finance, Energy Derivatives, Mergers & Acquisitions, Capital Markets, Project Finance, Energy, Oil/Gas, Power Generation, Solar Energy, Wind Energy, Analytics
Education
The University of Chicago - Booth School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
West Virginia University 1986 — 1987
Master of Science (MS) Petroleum and Natural Gas Engineering
West Virginia University 1982 — 1986
Bachelor of Science (BS) Petroleum and Natural Gas Engineering
DW Partners, LP November 2014 - Present
Ocotillo Petroleum LLC July 2013 - November 2014
Cielo Wind Power September 2008 - March 2012
Bear, Stearns & Co. Inc. April 1994 - July 2008
ExxonMobil May 1987 - August 1992
Shell May 1985 - August 1985
Skills
Sales, Trading, Structured Finance, Energy Derivatives, Mergers & Acquisitions, Capital Markets, Project Finance, Energy, Oil/Gas, Power Generation, Solar Energy, Wind Energy, Analytics
Education
The University of Chicago - Booth School of Business 1992 — 1994
Master of Business Administration (MBA), Finance, General
West Virginia University 1986 — 1987
Master of Science (MS) Petroleum and Natural Gas Engineering
West Virginia University 1982 — 1986
Bachelor of Science (BS) Petroleum and Natural Gas Engineering
Melanie Sterman Melanie Sterman's Bear, Stearns & Co. Inc. Experience 1992 - 1993
Job Financial Services Professional
Industry Financial Services
Experience
DTCC 1999 - 2013
HSBC Securities, Inc. 1995 - 1999
JPMorgan Chase 1993 - 1995
Bear, Stearns & Co. Inc. 1992 - 1993
KPMG 1983 - 1992
Skills
Project Management, Business Analysis, Operations Process..., Functional..., Internal Controls, Procedure Development, Financial Services, Fixed Income, Capital Markets, Investments, Securities, Banking, Investment Banking, Asset Management, Mutual Funds, Hedge Funds, Bonds, Options, Financial Modeling, Wealth Management, Trading, Alternative Investments, Trading Systems, Portfolio Management, Electronic Trading, Back Office, Credit, Financial Institutions, Series 7, Valuation, Equities, FX Options, Finance, Asset Allocation, Corporate Finance, Credit Analysis, Corporate Actions, Cash Management, Strategic Financial..., Investment Advisory, Financial Markets, Credit Risk, Operational Risk..., ETFs, Emerging Markets, Investment Management
Education
New York University, Stern School of Business 1981 — 1983
Master of Business Administration (MBA), Finance, General
State University of New York College at Oneonta 1972 — 1975
Bachelor of Arts (BA), Sociology and Anthropology
DTCC 1999 - 2013
HSBC Securities, Inc. 1995 - 1999
JPMorgan Chase 1993 - 1995
Bear, Stearns & Co. Inc. 1992 - 1993
KPMG 1983 - 1992
Skills
Project Management, Business Analysis, Operations Process..., Functional..., Internal Controls, Procedure Development, Financial Services, Fixed Income, Capital Markets, Investments, Securities, Banking, Investment Banking, Asset Management, Mutual Funds, Hedge Funds, Bonds, Options, Financial Modeling, Wealth Management, Trading, Alternative Investments, Trading Systems, Portfolio Management, Electronic Trading, Back Office, Credit, Financial Institutions, Series 7, Valuation, Equities, FX Options, Finance, Asset Allocation, Corporate Finance, Credit Analysis, Corporate Actions, Cash Management, Strategic Financial..., Investment Advisory, Financial Markets, Credit Risk, Operational Risk..., ETFs, Emerging Markets, Investment Management
Education
New York University, Stern School of Business 1981 — 1983
Master of Business Administration (MBA), Finance, General
State University of New York College at Oneonta 1972 — 1975
Bachelor of Arts (BA), Sociology and Anthropology
Ron Quintero Ron Quintero's Bear, Stearns & Co. Inc. Experience January 1987 - January 1988
Job R. G. Quintero & Co./Chartered Capital Advisers
Industry Financial Services
Experience
R. G. Quintero & Co. January 1988 - Present
Chartered Capital Advisers, Inc. January 1988 - Present
Bear, Stearns & Co. Inc. January 1987 - January 1988
Zolfo Cooper & Co. March 1985 - January 1987
Peat, Marwick, Mitchell & Co. (KPMG) June 1975 - March 1985
Skills
Mergers, Financial Restructuring, Business Valuation, Certified Fraud Examiner, Securities, Intangible Assets, Turnarounds, Bankruptcy, Financial Forecasting, Valuation, Expert Witness, Litigation Support, Forensic Accounting, Fairness Opinions, Due Diligence, Purchase Price..., Corporate Finance, Financial Modeling, Divestitures, Private Equity, Equities, Start-ups, Debt, Investments, Venture Capital, DCF, Reorganization, Chapter 11, Chapter 7, Creditors' Rights, Capital Markets, LBO, Fraud Investigations, Financial Analysis, Litigation Consulting, Liquidation, Fraud, Securities Litigation, CFA, Goodwill Impairment, Acquisition Analysis, Fair Value, Financial Training, Accounting, Equity Valuation, Damages, Testimony, Shareholder Disputes, Private Companies, Reverse Mergers
Education
New York University - Leonard N. Stern School of Business 1977 — 1978
A.P.C., Investment Management
New York University - Leonard N. Stern School of Business 1975 — 1976
M.S., Accountancy
Lafayette College 1971 — 1975
A.B., Economics, Spanish Literature
Cranbrook School 1965 — 1971
High School
Hampton School 1959 — 1965
Elementary School
R. G. Quintero & Co. January 1988 - Present
Chartered Capital Advisers, Inc. January 1988 - Present
Bear, Stearns & Co. Inc. January 1987 - January 1988
Zolfo Cooper & Co. March 1985 - January 1987
Peat, Marwick, Mitchell & Co. (KPMG) June 1975 - March 1985
Skills
Mergers, Financial Restructuring, Business Valuation, Certified Fraud Examiner, Securities, Intangible Assets, Turnarounds, Bankruptcy, Financial Forecasting, Valuation, Expert Witness, Litigation Support, Forensic Accounting, Fairness Opinions, Due Diligence, Purchase Price..., Corporate Finance, Financial Modeling, Divestitures, Private Equity, Equities, Start-ups, Debt, Investments, Venture Capital, DCF, Reorganization, Chapter 11, Chapter 7, Creditors' Rights, Capital Markets, LBO, Fraud Investigations, Financial Analysis, Litigation Consulting, Liquidation, Fraud, Securities Litigation, CFA, Goodwill Impairment, Acquisition Analysis, Fair Value, Financial Training, Accounting, Equity Valuation, Damages, Testimony, Shareholder Disputes, Private Companies, Reverse Mergers
Education
New York University - Leonard N. Stern School of Business 1977 — 1978
A.P.C., Investment Management
New York University - Leonard N. Stern School of Business 1975 — 1976
M.S., Accountancy
Lafayette College 1971 — 1975
A.B., Economics, Spanish Literature
Cranbrook School 1965 — 1971
High School
Hampton School 1959 — 1965
Elementary School
Steven Charest Steven Charest's Bear, Stearns & Co. Inc. Experience July 1996 - January 1997
Job Market Strategist at Divine Capital Markets
Industry Financial Services
Experience
Divine Capital Markets October 2003 - Present
May Davis Group January 1997 - October 2003
Bear, Stearns & Co. Inc. July 1996 - January 1997
Smith Barney Inc. July 1993 - July 1996
DuPont Pharmaceuticals January 1991 - July 1993
Skills
ETFs, Equity Trading, Series 7, Options, Trading, Capital Markets, Series 63, Equities, Investment Banking, Bloomberg, Trading Systems, Financial Analysis, Investments, Emerging Markets, Venture Capital, Equity Research, Asset Management, Fixed Income, Financial Markets, Valuation, Alternative Investments, Trading Strategies, Securities, Portfolio Management, Private Equity, Private Placements, FINRA, Investment Strategies, Currency, Equity Derivatives, Financial Modeling
Education
University of South Florida 1982 — 1986
Bachelor of Arts, Advertising/Mass Communications
Forest Hills High School
Divine Capital Markets October 2003 - Present
May Davis Group January 1997 - October 2003
Bear, Stearns & Co. Inc. July 1996 - January 1997
Smith Barney Inc. July 1993 - July 1996
DuPont Pharmaceuticals January 1991 - July 1993
Skills
ETFs, Equity Trading, Series 7, Options, Trading, Capital Markets, Series 63, Equities, Investment Banking, Bloomberg, Trading Systems, Financial Analysis, Investments, Emerging Markets, Venture Capital, Equity Research, Asset Management, Fixed Income, Financial Markets, Valuation, Alternative Investments, Trading Strategies, Securities, Portfolio Management, Private Equity, Private Placements, FINRA, Investment Strategies, Currency, Equity Derivatives, Financial Modeling
Education
University of South Florida 1982 — 1986
Bachelor of Arts, Advertising/Mass Communications
Forest Hills High School
Christine Zanellato, BSIE, MBA Christine Zanellato, BSIE, MBA's Bear, Stearns & Co. Inc. Experience June 2001 - November 2004
Job
Industry Biotechnology
Experience
EvolvED January 2015 - Present
Otsuka Pharmaceutical Companies (U.S.) September 2012 - August 2014
MedImmune September 2011 - September 2012
Fannie Mae August 2009 - September 2011
MedImmune April 2008 - August 2009
Freddie Mac November 2004 - May 2006
Bear Stearns, & Co. Inc. June 2001 - November 2004
Eli Lilly and Company January 1991 - August 2000
Skills
Financial Modeling, Process Improvement, Financial Analysis, Program Management, CRM, Pharmaceutical Industry, Visio, Project Management, Strategic Planning, Leadership, Management, PowerPoint, Forecasting, Microsoft Excel, Business Intelligence, Business Process..., PMO, Business Development, Analysis, Quality Assurance, Strategy, Cross-functional Team..., Business Strategy, Change Management, IT Strategy, Project Planning
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
Purdue University 1987 — 1990
BS
Louisiana State University 1985 — 1987
West Lafayette High School 1981 — 1985
EvolvED January 2015 - Present
Otsuka Pharmaceutical Companies (U.S.) September 2012 - August 2014
MedImmune September 2011 - September 2012
Fannie Mae August 2009 - September 2011
MedImmune April 2008 - August 2009
Freddie Mac November 2004 - May 2006
Bear Stearns, & Co. Inc. June 2001 - November 2004
Eli Lilly and Company January 1991 - August 2000
Skills
Financial Modeling, Process Improvement, Financial Analysis, Program Management, CRM, Pharmaceutical Industry, Visio, Project Management, Strategic Planning, Leadership, Management, PowerPoint, Forecasting, Microsoft Excel, Business Intelligence, Business Process..., PMO, Business Development, Analysis, Quality Assurance, Strategy, Cross-functional Team..., Business Strategy, Change Management, IT Strategy, Project Planning
Education
University of Michigan - Stephen M. Ross School of Business 2000 — 2002
MBA
Purdue University 1987 — 1990
BS
Louisiana State University 1985 — 1987
West Lafayette High School 1981 — 1985
Doran Hole's Bear, Stearns & Co. Inc. Experience January 1996 - June 1997
Job Director at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank April 2007 - Present
ING Capital, LLC October 2002 - March 2007
Macquarie Corporate Finance (USA) Inc. December 1998 - October 2002
NationsBanc Montgomery Securities LLC September 1997 - December 1998
NatWest Debt Markets Inc. June 1997 - September 1997
Bear, Stearns & Co. Inc. January 1996 - June 1997
Coopers & Lybrand, L.L.P. January 1992 - December 1995
Skills
Structured Products, Credit Derivatives, Structured Finance, Principal Investing, Financial Structuring, Derivatives, Capital Markets, Interest Rate..., Fixed Income, Securitization, Private Equity, Hedge Funds, Bonds, Corporate Finance, Financial Accounting, Financial Modeling, Renewable Energy Credits, International Tax, Investments, Project Finance, Portfolio Management
Education
The University of Texas at Austin 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting and International Business
Deutsche Bank April 2007 - Present
ING Capital, LLC October 2002 - March 2007
Macquarie Corporate Finance (USA) Inc. December 1998 - October 2002
NationsBanc Montgomery Securities LLC September 1997 - December 1998
NatWest Debt Markets Inc. June 1997 - September 1997
Bear, Stearns & Co. Inc. January 1996 - June 1997
Coopers & Lybrand, L.L.P. January 1992 - December 1995
Skills
Structured Products, Credit Derivatives, Structured Finance, Principal Investing, Financial Structuring, Derivatives, Capital Markets, Interest Rate..., Fixed Income, Securitization, Private Equity, Hedge Funds, Bonds, Corporate Finance, Financial Accounting, Financial Modeling, Renewable Energy Credits, International Tax, Investments, Project Finance, Portfolio Management
Education
The University of Texas at Austin 1987 — 1991
Bachelor of Business Administration (B.B.A.), Accounting and International Business
Tamsin Eva Tamsin Eva's Bear, Stearns & Co. Inc. Experience 1998 - 2000
Job VP, Communications Coordinator at Citi
Industry Information Services
Experience
Citi August 2013 - Present
KPMG May 2008 - June 2012
KPMG LLP 2005 - 2008
KPMG LLP 2002 - 2005
Goldman Sachs 2000 - 2002
Bear, Stearns & Co. Inc. 1998 - 2000
Foreign Policy Association 1994 - 1997
Skills
Knowledge Management, Online Research, Library, Competitive Intelligence, Information Management, Blogger, Writers
Education
LIU Post
MLS, Information & Library Science
University of Leeds
BA, International History & Politics
Vanderbilt University
MA, History
Citi August 2013 - Present
KPMG May 2008 - June 2012
KPMG LLP 2005 - 2008
KPMG LLP 2002 - 2005
Goldman Sachs 2000 - 2002
Bear, Stearns & Co. Inc. 1998 - 2000
Foreign Policy Association 1994 - 1997
Skills
Knowledge Management, Online Research, Library, Competitive Intelligence, Information Management, Blogger, Writers
Education
LIU Post
MLS, Information & Library Science
University of Leeds
BA, International History & Politics
Vanderbilt University
MA, History
John Mass John Mass's Bear, Stearns & Co. Inc. Experience August 1987 - June 1990
Job Partner at Oasis Media Group, Inc.
Industry Entertainment
Experience
Oasis Media Group, Inc. November 2010 - Present
California State Lottery November 2004 - December 2011
Fortitude Partners, Inc. May 2009 - November 2010
William Morris Agency February 1992 - May 2009
Bear, Stearns & Co. Inc. August 1987 - June 1990
Skills
Film, Investments, Valuation, Mergers, Film Finance, Branded Entertainment, Entertainment Industry, Digital Distribution, Royalties, Venture Capital, Entertainment, Strategic Partnerships, Television, Distribution Strategies, Content Development, Content Management, Content Strategy, Lottery, Strategic Planning, Corporate Development, Due Diligence, Mergers & Acquisitions, Strategy, Feature Films, Corporate Finance, New Media, Marketing, Licensing, Film Production, Start-ups
Education
Northwestern University - Kellogg School of Management 1990 — 1991
Master of Business Administration (MBA), Accounting and Finance
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Science (BS), Finance, General
Oasis Media Group, Inc. November 2010 - Present
California State Lottery November 2004 - December 2011
Fortitude Partners, Inc. May 2009 - November 2010
William Morris Agency February 1992 - May 2009
Bear, Stearns & Co. Inc. August 1987 - June 1990
Skills
Film, Investments, Valuation, Mergers, Film Finance, Branded Entertainment, Entertainment Industry, Digital Distribution, Royalties, Venture Capital, Entertainment, Strategic Partnerships, Television, Distribution Strategies, Content Development, Content Management, Content Strategy, Lottery, Strategic Planning, Corporate Development, Due Diligence, Mergers & Acquisitions, Strategy, Feature Films, Corporate Finance, New Media, Marketing, Licensing, Film Production, Start-ups
Education
Northwestern University - Kellogg School of Management 1990 — 1991
Master of Business Administration (MBA), Accounting and Finance
University of Illinois at Urbana-Champaign 1983 — 1987
Bachelor of Science (BS), Finance, General
Joe Lesar Joe Lesar's Bear, Stearns & Co. Inc. Experience June 1987 - June 2008
Job Treasurer at Berkeley Point Capital LLC & CCRE
Industry Financial Services
Experience
The Royal Bank of Scotland plc May 2012 - September 2014
MF Global Holdings Ltd March 2009 - February 2012
JPMorgan Chase & Co June 2008 - March 2009
Bear, Stearns & Co. Inc. June 1987 - June 2008
Skills
Treasury, Credit, Cash Management, Banking Relationships, Rating Agency Relations, Banking, Funding, Capital Markets, Collateral Management, Operations Management, Liquidity Management, Business Continuity..., Prime Brokerage, Project Management, Relationship Management, Revolving Lines of..., Secured Financing, Transactional Banking, Management
Education
St. John's University 1988 — 1991
Masters of Business Administration, International Finance
St. John's University 1983 — 1987
Bachelor of Science, Finance
The Royal Bank of Scotland plc May 2012 - September 2014
MF Global Holdings Ltd March 2009 - February 2012
JPMorgan Chase & Co June 2008 - March 2009
Bear, Stearns & Co. Inc. June 1987 - June 2008
Skills
Treasury, Credit, Cash Management, Banking Relationships, Rating Agency Relations, Banking, Funding, Capital Markets, Collateral Management, Operations Management, Liquidity Management, Business Continuity..., Prime Brokerage, Project Management, Relationship Management, Revolving Lines of..., Secured Financing, Transactional Banking, Management
Education
St. John's University 1988 — 1991
Masters of Business Administration, International Finance
St. John's University 1983 — 1987
Bachelor of Science, Finance
Timothy Furey, CFA Timothy Furey, CFA's Bear, Stearns & Co. Inc. Experience 2006 - 2008
Job International Businesness Development, Capital Markets, and Strategy Consulting Professional
Industry Financial Services
Experience
General Electric Company 2014 - Present
Cantor Fitzgerald/BGC Partners 2011 - 2012
Oppenheimer of North America, Inc. 2009 - 2011
Bear, Stearns & Co. Inc. 2006 - 2008
UBS Investment Bank 2005 - 2006
Federal Reserve Board 2003 - 2005
Skills
Capital Markets, Investments, Mergers & Acquisitions, Equities, Financial Analysis, Finance, Emerging Markets, Private Equity, Mergers, Strategy, Banking, Valuation, Hedge Funds, Real Estate Economics, Strategic Planning, Funding, New Business Development, Forecasting, Economics, Financial Modeling, Insurance, Due Diligence, Fixed Income, Commercial Real Estate, Real Estate, Securitization, Derivatives, Securities, Corporate Finance, Structured Finance, Investment Banking, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, LBO, Business Development, High Yield, Structured Products, Credit Derivatives, Financial Structuring, Equity Research
Education
INSEAD 2012 — 2013
Master of Business Administration (MBA), Finance, Social Impact, Operations, and Business Development
Vassar College 1999 — 2003
B.A., Majors: Physics and Economics; Minors: Mathematics and German
General Electric Company 2014 - Present
Cantor Fitzgerald/BGC Partners 2011 - 2012
Oppenheimer of North America, Inc. 2009 - 2011
Bear, Stearns & Co. Inc. 2006 - 2008
UBS Investment Bank 2005 - 2006
Federal Reserve Board 2003 - 2005
Skills
Capital Markets, Investments, Mergers & Acquisitions, Equities, Financial Analysis, Finance, Emerging Markets, Private Equity, Mergers, Strategy, Banking, Valuation, Hedge Funds, Real Estate Economics, Strategic Planning, Funding, New Business Development, Forecasting, Economics, Financial Modeling, Insurance, Due Diligence, Fixed Income, Commercial Real Estate, Real Estate, Securitization, Derivatives, Securities, Corporate Finance, Structured Finance, Investment Banking, Bloomberg, Portfolio Management, Alternative Investments, Asset Management, LBO, Business Development, High Yield, Structured Products, Credit Derivatives, Financial Structuring, Equity Research
Education
INSEAD 2012 — 2013
Master of Business Administration (MBA), Finance, Social Impact, Operations, and Business Development
Vassar College 1999 — 2003
B.A., Majors: Physics and Economics; Minors: Mathematics and German
Ben Dodd Ben Dodd's Bear, Stearns & Co. Inc. Experience July 2000 - September 2002
Job SVP, Corporate Lending Officer at Stifel Bank & Trust
Industry Banking
Experience
Stifel Bank & Trust June 2014 - Present
U.S. Bank September 2012 - June 2014
Computime, Inc. & Affiliates January 2011 - September 2012
PNC Bank December 2009 - January 2011
Kasten Group, LLC September 2002 - March 2005
Bear, Stearns & Co. Inc. July 2000 - September 2002
Education
Saint Louis University 2009 — 2010
MBA
Covenant Theological Seminary 2004 — 2009
MA, Theological Studies
Northwestern University 1996 — 2000
BA, Economics; Business Institutions
Stifel Bank & Trust June 2014 - Present
U.S. Bank September 2012 - June 2014
Computime, Inc. & Affiliates January 2011 - September 2012
PNC Bank December 2009 - January 2011
Kasten Group, LLC September 2002 - March 2005
Bear, Stearns & Co. Inc. July 2000 - September 2002
Education
Saint Louis University 2009 — 2010
MBA
Covenant Theological Seminary 2004 — 2009
MA, Theological Studies
Northwestern University 1996 — 2000
BA, Economics; Business Institutions
Erin Lum Erin Lum's Bear, Stearns & Co. Inc. Experience 2007 - 2008
Job Erin Lum, Senior Managing Director at Empire Search Partners
Industry Legal Services
Experience
Empire Search Partners October 2008 - Present
Bear, Stearns & Co. Inc. 2007 - 2008
Ropes & Gray LLP and Kelley Drye & Warren September 2003 - March 2007
Skills
Recruiting, Executive Search, Career Counseling, Career Opportunities, Permanent Placement, Bankruptcy, Litigation
Education
University of Hawaii at Manoa 2000 — 2003
JD, magna cum laude, Law
University of Notre Dame 1995 — 1999
B.A., cum laude
Empire Search Partners October 2008 - Present
Bear, Stearns & Co. Inc. 2007 - 2008
Ropes & Gray LLP and Kelley Drye & Warren September 2003 - March 2007
Skills
Recruiting, Executive Search, Career Counseling, Career Opportunities, Permanent Placement, Bankruptcy, Litigation
Education
University of Hawaii at Manoa 2000 — 2003
JD, magna cum laude, Law
University of Notre Dame 1995 — 1999
B.A., cum laude
Paul C. Tarantino Paul C. Tarantino's Bear, Stearns & Co. Inc. Experience November 1997 - June 2008
Job Construction Project Manager at CBRE
Industry Construction
Experience
Prudential Financial August 2015 - Present
CBRE at Morgan Stanley July 2013 - July 2015
JP Morgan Chase March 2008 - June 2013
JP Morgan Chase November 1997 - June 2013
Bear, Stearns & Co. Inc. November 1997 - June 2008
Skills
Architecture, Construction, Vendor Management, Project Management, Project Planning, Facilities Management, Project Coordination, Strategic Planning, Due Diligence, Budgets, Management, Contract Management, Architectures, MS Project, Construction Management, Program Management
Education
Spring Garden College 1987 — 1991
Bachelor of Science in Architecture, Architecture
Spring Garden College 1986 — 1991
Bachelor Of Science, Architecture
Prudential Financial August 2015 - Present
CBRE at Morgan Stanley July 2013 - July 2015
JP Morgan Chase March 2008 - June 2013
JP Morgan Chase November 1997 - June 2013
Bear, Stearns & Co. Inc. November 1997 - June 2008
Skills
Architecture, Construction, Vendor Management, Project Management, Project Planning, Facilities Management, Project Coordination, Strategic Planning, Due Diligence, Budgets, Management, Contract Management, Architectures, MS Project, Construction Management, Program Management
Education
Spring Garden College 1987 — 1991
Bachelor of Science in Architecture, Architecture
Spring Garden College 1986 — 1991
Bachelor Of Science, Architecture
Jamie Horwitz Jamie Horwitz's Bear, Stearns & Co. Inc. Experience November 1999 - March 2003
Job Director of Marketing at Community Capital Management, Inc.
Industry Financial Services
Experience
Community Capital Management, Inc. June 2005 - Present
Bear, Stearns & Co. Inc. November 1999 - March 2003
JPMorgan Chase June 1998 - November 1999
Skills
Corporate Communications, Media Relations, Investment Marketing, Mutual Fund Compliance, Fixed Income Marketing, Impact Investing, Consultant Relations, Event Planning, Mutual Funds, Marketing, Fixed Income, Asset Management, Investments, Strategy, Hedge Funds, Due Diligence
Education
University of Michigan 1994 — 1998
B.A., Economics
Community Capital Management, Inc. June 2005 - Present
Bear, Stearns & Co. Inc. November 1999 - March 2003
JPMorgan Chase June 1998 - November 1999
Skills
Corporate Communications, Media Relations, Investment Marketing, Mutual Fund Compliance, Fixed Income Marketing, Impact Investing, Consultant Relations, Event Planning, Mutual Funds, Marketing, Fixed Income, Asset Management, Investments, Strategy, Hedge Funds, Due Diligence
Education
University of Michigan 1994 — 1998
B.A., Economics
Robert Diamond Robert Diamond's Bear, Stearns & Co. Inc. Experience October 2006 - February 2008
Job Special Assistant to the President and Director of Private Sector Engagement, The White House
Industry Government Administration
Experience
The White House February 2015 - Present
Truman National Secuity Project December 2006 - Present
Governor Andrew Cuomo April 2013 - February 2015
Achilles International October 2009 - February 2015
The New Leaders Council June 2010 - January 2015
Democratic National Committee January 2010 - January 2015
Obama for America September 2011 - November 2012
Realty Capital International LLC February 2008 - September 2011
Bear, Stearns & Co. Inc. October 2006 - February 2008
US Navy July 1999 - October 2006
Skills
Politics, Military, National Security, Leadership Development, Fundraising, Organizational..., Government, Non-profits, Foreign Policy, Crisis Management, Political Campaigns, Coalitions, Command, Community Development, Community Outreach, Finance, Grassroots, Grassroots Organizing, Intelligence, International..., Legislation, Legislative Affairs, Legislative Relations, Media Relations, Nonprofits, Operational Planning, Political Communication, Political Consulting, Political Science, Proposal Writing, Public Affairs, Public Relations, Research, Social Media, Speech Writing, Strategy, Volunteer Management
Education
United States Naval Academy
BS, Political Science
The White House February 2015 - Present
Truman National Secuity Project December 2006 - Present
Governor Andrew Cuomo April 2013 - February 2015
Achilles International October 2009 - February 2015
The New Leaders Council June 2010 - January 2015
Democratic National Committee January 2010 - January 2015
Obama for America September 2011 - November 2012
Realty Capital International LLC February 2008 - September 2011
Bear, Stearns & Co. Inc. October 2006 - February 2008
US Navy July 1999 - October 2006
Skills
Politics, Military, National Security, Leadership Development, Fundraising, Organizational..., Government, Non-profits, Foreign Policy, Crisis Management, Political Campaigns, Coalitions, Command, Community Development, Community Outreach, Finance, Grassroots, Grassroots Organizing, Intelligence, International..., Legislation, Legislative Affairs, Legislative Relations, Media Relations, Nonprofits, Operational Planning, Political Communication, Political Consulting, Political Science, Proposal Writing, Public Affairs, Public Relations, Research, Social Media, Speech Writing, Strategy, Volunteer Management
Education
United States Naval Academy
BS, Political Science
Adam Sonnhalter Adam Sonnhalter's Bear, Stearns & Co. Inc. Experience July 1995 - June 1997
Job
Industry Management Consulting
Experience
Maximum Value Partners, LLC March 2003 - Present
BNY Capital Markets, Inc. (formerly Patricof & Co.) July 1997 - March 2003
The Bank Of New York 1998 - 2003
Bear, Stearns & Co. Inc. July 1995 - June 1997
Skills
Marketing Strategy, Financial Modeling, Leadership Development, Valuation, Investment Banking, Mergers, Strategic Planning, Business Planning, Business Strategy, Financial Analysis, New Business Development, Team Building, Coaching, Budgeting, Mergers & Acquisitions, Strategy, Accounting, Small Business, Budgets, Entrepreneurship, Leadership, Finance, Management, Due Diligence, Analysis, Investments, Private Equity, Start-ups, CRM, Capital Markets, Management Consulting, Risk Management, Executive Management, Equities, Business Development, Portfolio Management, Venture Capital, Corporate Finance, Asset Management, Strategic Financial..., Acquisitions, Corporate Development, Financial Services, Business Valuation, Restructuring, Emerging Markets
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA
Cleveland St. Ignatius High School 1987 — 1991
Maximum Value Partners, LLC March 2003 - Present
BNY Capital Markets, Inc. (formerly Patricof & Co.) July 1997 - March 2003
The Bank Of New York 1998 - 2003
Bear, Stearns & Co. Inc. July 1995 - June 1997
Skills
Marketing Strategy, Financial Modeling, Leadership Development, Valuation, Investment Banking, Mergers, Strategic Planning, Business Planning, Business Strategy, Financial Analysis, New Business Development, Team Building, Coaching, Budgeting, Mergers & Acquisitions, Strategy, Accounting, Small Business, Budgets, Entrepreneurship, Leadership, Finance, Management, Due Diligence, Analysis, Investments, Private Equity, Start-ups, CRM, Capital Markets, Management Consulting, Risk Management, Executive Management, Equities, Business Development, Portfolio Management, Venture Capital, Corporate Finance, Asset Management, Strategic Financial..., Acquisitions, Corporate Development, Financial Services, Business Valuation, Restructuring, Emerging Markets
Education
University of Michigan - Stephen M. Ross School of Business 1991 — 1995
BBA
Cleveland St. Ignatius High School 1987 — 1991
Matt Hasson's Bear, Stearns & Co. Inc. Experience 1999 - 2001
Job
Industry Venture Capital & Private Equity
Experience
Bluestar Alliance LLC June 2015 - June 2015
Brentmoor Capital Group LLC 2014 - 2015
Duff & Phelps 2011 - 2014
CIT Group, Inc. 2007 - 2011
General Motors Treasurer's Office 2005 - 2007
TD Capital Communications Partners 2001 - 2003
Bear, Stearns & Co. Inc. 1999 - 2001
Education
Darden School of Business Administration 2003 — 2005
MBA
University of Pennsylvania - The Wharton School 1995 — 1999
BS
Bluestar Alliance LLC June 2015 - June 2015
Brentmoor Capital Group LLC 2014 - 2015
Duff & Phelps 2011 - 2014
CIT Group, Inc. 2007 - 2011
General Motors Treasurer's Office 2005 - 2007
TD Capital Communications Partners 2001 - 2003
Bear, Stearns & Co. Inc. 1999 - 2001
Education
Darden School of Business Administration 2003 — 2005
MBA
University of Pennsylvania - The Wharton School 1995 — 1999
BS
Mark French Mark French's Bear, Stearns & Co. Inc. Experience 1994 - 1996
Job Managing Member at Armada Acquisition Group, LLC
Industry Financial Services
Experience
Wing Inflatables, Inc. July 2013 - Present
Armada Acquisition Group, LLC July 2013 - Present
Robin Lane Capital 2012 - June 2013
Greyrock Capital Group 2002 - 2012
Bank of America Commercial Finance May 1998 - August 2002
PaineWebber 1997 - 1997
Bear, Stearns & Co. Inc. 1994 - 1996
Commerce Bancshares, Inc. 1991 - 1994
Skills
Recapitalizations, Private Equity, Mezzanine, Buyouts, LBO, Financial Structuring, Investments, Valuation, Finance, Strategy, Venture Capital, Corporate Finance, Portfolio Management, Financial Modeling, Due Diligence, Restructuring, Mergers & Acquisitions, Structured Finance, Equities
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
MBA, Finance
Yale University 1987 — 1991
BA, History
Wing Inflatables, Inc. July 2013 - Present
Armada Acquisition Group, LLC July 2013 - Present
Robin Lane Capital 2012 - June 2013
Greyrock Capital Group 2002 - 2012
Bank of America Commercial Finance May 1998 - August 2002
PaineWebber 1997 - 1997
Bear, Stearns & Co. Inc. 1994 - 1996
Commerce Bancshares, Inc. 1991 - 1994
Skills
Recapitalizations, Private Equity, Mezzanine, Buyouts, LBO, Financial Structuring, Investments, Valuation, Finance, Strategy, Venture Capital, Corporate Finance, Portfolio Management, Financial Modeling, Due Diligence, Restructuring, Mergers & Acquisitions, Structured Finance, Equities
Education
University of California, Berkeley, Haas School of Business 1996 — 1998
MBA, Finance
Yale University 1987 — 1991
BA, History
Virsaviya Efraim's Bear, Stearns & Co. Inc. Experience June 2007 - July 2007
Job aspiring web developer
Industry Education Management
Experience
Smychovski Family June 2012 - May 2015
Leutzelschwab Family July 2013 - January 2014
Theatre MESS August 2011 - December 2011
GENIUS ENGLISH INSTITUTE – YANMING 英文資優生培育的天堂 March 2010 - July 2011
California English Kindy December 2010 - April 2011
NATURAL WAY EXPERIMENTAL SCHOOL 道禾實驗小學 August 2009 - December 2009
Western New England College August 2007 - May 2009
Aramark August 2005 - May 2009
Bear, Stearns & Co. Inc. June 2007 - July 2007
Lord & Taylor June 2007 - July 2007
Skills
Student Affairs, Student Development, Higher Education, Teaching, Microsoft Office, Event Planning, Research, PowerPoint, Community Outreach, Editing, Fundraising, Microsoft Word, English
Education
Western New England University 2005 — 2009
BA, Psychology and Theater
Tel Aviv University 2007 — 2007
The Williams School 2001 — 2005
Smychovski Family June 2012 - May 2015
Leutzelschwab Family July 2013 - January 2014
Theatre MESS August 2011 - December 2011
GENIUS ENGLISH INSTITUTE – YANMING 英文資優生培育的天堂 March 2010 - July 2011
California English Kindy December 2010 - April 2011
NATURAL WAY EXPERIMENTAL SCHOOL 道禾實驗小學 August 2009 - December 2009
Western New England College August 2007 - May 2009
Aramark August 2005 - May 2009
Bear, Stearns & Co. Inc. June 2007 - July 2007
Lord & Taylor June 2007 - July 2007
Skills
Student Affairs, Student Development, Higher Education, Teaching, Microsoft Office, Event Planning, Research, PowerPoint, Community Outreach, Editing, Fundraising, Microsoft Word, English
Education
Western New England University 2005 — 2009
BA, Psychology and Theater
Tel Aviv University 2007 — 2007
The Williams School 2001 — 2005
Timothy Rogers Timothy Rogers's Bear, Stearns & Co. Inc. Experience 1992 - 2005
Job Owner at TR Financial Consulting, LLC
Industry Financial Services
Experience
Interactive Brokers October 2005 - August 2014
Bear, Stearns & Co. Inc. 1992 - 2005
Price Waterhouse 1980 - 1992
Skills
Financial Reporting, Financial Analysis, Accounting, Derivatives, Financial Modeling, Equities, Analysis, Forecasting, Financial Accounting, Treasury Management, Hedging, Due Diligence, GAAP, Banking, Auditing, Cash Management, Investments, Capital Markets, Fixed Income, Internal Audit, Risk Management, Financial Risk, Asset Management, Hedge Funds, Finance, Internal Controls, Portfolio Management, Valuation, Investment Banking, General Ledger, Sarbanes-Oxley Act, Corporate Finance, Private Equity, Financial Markets, Financial Audits, FX Options, Financial Services, Treasury, SEC filings, Trading, Options, Commodity, Mergers & Acquisitions
Education
State University of New York at Buffalo - School of Management 1975 — 1980
BS - June 1979; MBA - June 1980, Accounting, 3.4/4 (BS); 3.7/4 (MBA)
Interactive Brokers October 2005 - August 2014
Bear, Stearns & Co. Inc. 1992 - 2005
Price Waterhouse 1980 - 1992
Skills
Financial Reporting, Financial Analysis, Accounting, Derivatives, Financial Modeling, Equities, Analysis, Forecasting, Financial Accounting, Treasury Management, Hedging, Due Diligence, GAAP, Banking, Auditing, Cash Management, Investments, Capital Markets, Fixed Income, Internal Audit, Risk Management, Financial Risk, Asset Management, Hedge Funds, Finance, Internal Controls, Portfolio Management, Valuation, Investment Banking, General Ledger, Sarbanes-Oxley Act, Corporate Finance, Private Equity, Financial Markets, Financial Audits, FX Options, Financial Services, Treasury, SEC filings, Trading, Options, Commodity, Mergers & Acquisitions
Education
State University of New York at Buffalo - School of Management 1975 — 1980
BS - June 1979; MBA - June 1980, Accounting, 3.4/4 (BS); 3.7/4 (MBA)
Charles Rupprecht Charles Rupprecht's Bear, Stearns & Co. Inc. Experience May 2007 - October 2008
Job Senior IT Manager
Industry Financial Services
Experience
AIG July 2013 - March 2014
Independent Consultant February 2013 - July 2013
HSBC Securities (USA), Inc. September 2011 - February 2013
Fidessa January 2009 - August 2011
JPMorgan Chase August 2008 - October 2008
Bear, Stearns & Co. Inc. May 2007 - October 2008
American Stock Exchange January 2006 - May 2007
HSBC May 2005 - January 2006
BNP Paribas September 2001 - April 2005
SG Cowen 1999 - 2001
Skills
Trading Systems, Trading, Electronic Trading, Equity Trading, Quality Assurance, Market Data, Business Analysis, IT Management, Equities, Testing, Options, Hedge Funds, Financial Services, Investment Banking, Fidessa, Financial Markets, Low Latency, Algorithmic Trading..., Middle Office, FIX, Requirements Gathering, Cross-functional Team..., Team Leadership, Exchange Connectivity, Software Project..., Reference Data, Production Support, Back Office, Prime Brokerage, Equity Derivatives, Order Management, SDLC, Sybase, Interest Rate..., Fixed Income, Settlement, Securities, IT Strategy, Capital Markets, Credit Derivatives, FX Options, Bloomberg, Commodity, Bonds, Management, Project Management
Education
University of Notre Dame - Mendoza College of Business 1983 — 1985
MBA, Finance and MIS
Stevens Institute of Technology 1979 — 1983
BEChE, Chemical Engineering
Bernards High School 1974 — 1979
High School Diploma, Pre-College - Science
AIG July 2013 - March 2014
Independent Consultant February 2013 - July 2013
HSBC Securities (USA), Inc. September 2011 - February 2013
Fidessa January 2009 - August 2011
JPMorgan Chase August 2008 - October 2008
Bear, Stearns & Co. Inc. May 2007 - October 2008
American Stock Exchange January 2006 - May 2007
HSBC May 2005 - January 2006
BNP Paribas September 2001 - April 2005
SG Cowen 1999 - 2001
Skills
Trading Systems, Trading, Electronic Trading, Equity Trading, Quality Assurance, Market Data, Business Analysis, IT Management, Equities, Testing, Options, Hedge Funds, Financial Services, Investment Banking, Fidessa, Financial Markets, Low Latency, Algorithmic Trading..., Middle Office, FIX, Requirements Gathering, Cross-functional Team..., Team Leadership, Exchange Connectivity, Software Project..., Reference Data, Production Support, Back Office, Prime Brokerage, Equity Derivatives, Order Management, SDLC, Sybase, Interest Rate..., Fixed Income, Settlement, Securities, IT Strategy, Capital Markets, Credit Derivatives, FX Options, Bloomberg, Commodity, Bonds, Management, Project Management
Education
University of Notre Dame - Mendoza College of Business 1983 — 1985
MBA, Finance and MIS
Stevens Institute of Technology 1979 — 1983
BEChE, Chemical Engineering
Bernards High School 1974 — 1979
High School Diploma, Pre-College - Science
Moises Eilemberg Moises Eilemberg's Bear, Stearns & Co. Inc. Experience July 1996 - December 1997
Job Chief Executive Officer at Avadyne Health
Industry Hospital & Health Care
Experience
Avadyne Health January 2006 - Present
Pacific Onset Capital LLC August 2003 - Present
Benchmark Revenue Management July 2010 - January 2012
ClearLight Partners LLC July 2002 - December 2003
Chase Capital Partners LLC January 1998 - July 2000
Bear, Stearns & Co. Inc. July 1996 - December 1997
Skills
Private Equity, Venture Capital, Mergers, Strategy, Entrepreneurship, Mergers & Acquisitions, Leadership, Healthcare, Revenue Cycle Management, Revenue Cycle, Process Improvement, Management, Strategic Planning, Outsourcing, Hospitals, Physicians, Medicare, Healthcare Management, Finance, Business Intelligence, Healthcare Consulting, Executive Management, Healthcare Information..., Healthcare Industry, HIPAA, Practice Management, EHR, Managed Care, Medicaid, EMR, Informatics, HL7, Health Information..., Performance Improvement, Consulting, Physician Relations, Medical Billing, Competitive Analysis, Health Policy
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Wharton School of the University of Pennsylvania 1992 — 1996
BS
Avadyne Health January 2006 - Present
Pacific Onset Capital LLC August 2003 - Present
Benchmark Revenue Management July 2010 - January 2012
ClearLight Partners LLC July 2002 - December 2003
Chase Capital Partners LLC January 1998 - July 2000
Bear, Stearns & Co. Inc. July 1996 - December 1997
Skills
Private Equity, Venture Capital, Mergers, Strategy, Entrepreneurship, Mergers & Acquisitions, Leadership, Healthcare, Revenue Cycle Management, Revenue Cycle, Process Improvement, Management, Strategic Planning, Outsourcing, Hospitals, Physicians, Medicare, Healthcare Management, Finance, Business Intelligence, Healthcare Consulting, Executive Management, Healthcare Information..., Healthcare Industry, HIPAA, Practice Management, EHR, Managed Care, Medicaid, EMR, Informatics, HL7, Health Information..., Performance Improvement, Consulting, Physician Relations, Medical Billing, Competitive Analysis, Health Policy
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Wharton School of the University of Pennsylvania 1992 — 1996
BS
Jeffrey Brandon Jeffrey Brandon's Bear, Stearns & Co. Inc. Experience 1998 - 2005
Job Managing Director at Waller Capital Partners LLP
Industry Investment Banking
Experience
Waller Capital Partners, LLC 2006 - Present
Bear, Stearns & Co. Inc. 1998 - 2005
Latham & Watkins 1995 - 1998
United States Federal Trade Commission 1990 - 1993
Skills
Mergers, Investment Banking, Telecommunications, Joint Ventures, Leveraged Finance, LBO, Corporate Finance, Private Equity, Divestitures, Capital Markets, Valuation, Restructuring, Strategic Advisory, Capital Structure, Buy-side, Sell Side, Strategy, Due Diligence, Mergers & Acquisitions, Investments, Acquisitions, Corporate Development, Venture Capital, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
The College of William and Mary - Marshall Wythe Law School 1987 — 1990
JD, Law
University of Pennsylvania 1983 — 1987
BA, Economics
Waller Capital Partners, LLC 2006 - Present
Bear, Stearns & Co. Inc. 1998 - 2005
Latham & Watkins 1995 - 1998
United States Federal Trade Commission 1990 - 1993
Skills
Mergers, Investment Banking, Telecommunications, Joint Ventures, Leveraged Finance, LBO, Corporate Finance, Private Equity, Divestitures, Capital Markets, Valuation, Restructuring, Strategic Advisory, Capital Structure, Buy-side, Sell Side, Strategy, Due Diligence, Mergers & Acquisitions, Investments, Acquisitions, Corporate Development, Venture Capital, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
The College of William and Mary - Marshall Wythe Law School 1987 — 1990
JD, Law
University of Pennsylvania 1983 — 1987
BA, Economics
Jay Kilroy Jay Kilroy's Bear, Stearns & Co. Inc. Experience May 2001 - July 2002
Job Principal and Portfolio Manager at Willis Investment Counsel
Industry Investment Management
Experience
Willis Investment Counsel March 2009 - Present
Abingdon Capital Management July 2002 - February 2009
Bear, Stearns & Co. Inc. May 2001 - July 2002
SunTrust Robinson Humphrey May 1997 - July 2000
Healthcare Realty Trust June 1995 - May 1997
Skills
Portfolio Management, Investments, Fixed Income, Investment Management, Private Equity, Wealth Management, Value Investing, Alternative Investments, Investment Strategies, Asset Management, Series 7, Series 63, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
BSBA, Finance
University of North Carolina at Chapel Hill 1991 — 1995
BSBA, Finance
Willis Investment Counsel March 2009 - Present
Abingdon Capital Management July 2002 - February 2009
Bear, Stearns & Co. Inc. May 2001 - July 2002
SunTrust Robinson Humphrey May 1997 - July 2000
Healthcare Realty Trust June 1995 - May 1997
Skills
Portfolio Management, Investments, Fixed Income, Investment Management, Private Equity, Wealth Management, Value Investing, Alternative Investments, Investment Strategies, Asset Management, Series 7, Series 63, Investment Advisory
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Business Administration
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
BSBA, Finance
University of North Carolina at Chapel Hill 1991 — 1995
BSBA, Finance
Carolyn Hill Carolyn Hill's Bear, Stearns & Co. Inc. Experience August 2007 - August 2008
Job Healthcare TalentPartner
Industry Hospital & Health Care
Experience
Alliance Resource Solutions, LLC January 2009 - Present
NYC Locations April 2009 - October 2009
Bear, Stearns & Co. Inc. August 2007 - August 2008
Bear, Stearns & Co. Inc June 2000 - August 2007
Skills
Talent Management, Recruiting, Performance Management, Software Documentation, Team Building, Employee Engagement, Healthcare Information..., Process Improvement, Instructional Design, Career Counseling, Employee Relations, Employee Training, Training, Healthcare, Analysis, Customer Service, Leadership, HIPAA, Executive Management, EMR, Negotiation, Career Development, EHR, Strategic Partnerships, Time Management
Education
The University of Georgia
ABJ, Journalism, Public Relations, Training & Development
University of Missouri-Kansas City
Community Psychology & Human Behavior
Alliance Resource Solutions, LLC January 2009 - Present
NYC Locations April 2009 - October 2009
Bear, Stearns & Co. Inc. August 2007 - August 2008
Bear, Stearns & Co. Inc June 2000 - August 2007
Skills
Talent Management, Recruiting, Performance Management, Software Documentation, Team Building, Employee Engagement, Healthcare Information..., Process Improvement, Instructional Design, Career Counseling, Employee Relations, Employee Training, Training, Healthcare, Analysis, Customer Service, Leadership, HIPAA, Executive Management, EMR, Negotiation, Career Development, EHR, Strategic Partnerships, Time Management
Education
The University of Georgia
ABJ, Journalism, Public Relations, Training & Development
University of Missouri-Kansas City
Community Psychology & Human Behavior
William (Bill) Mills's Bear, Stearns & Co. Inc. Experience June 1989 - January 1996
Job VP, Corporate Strategy & Development at eBay Enterprise
Industry Internet
Experience
eBay Enterprise May 2010 - Present
Forbes Media December 2007 - July 2010
Zingy Inc. June 2005 - October 2007
DoubleClick Inc. May 1999 - June 2005
Salomon Brothers January 1996 - March 1999
Bear, Stearns & Co. Inc. June 1989 - January 1996
Skills
Corporate Development, Global Business..., Strategy, Strategic Partnerships, Strategic Visionary, Business Development, Insider Trading, Mergers, Business Strategy, Corporate Finance, Leadership, Enterprise Software, Mergers & Acquisitions, Venture Capital, Investment Banking, Investments, Venture Financing, Start-ups, Mobile Advertising, Management, E-commerce, Deal Execution, Finance, Mobile Devices, Market Research
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA
Penn State University 1979 — 1983
B.S.
eBay Enterprise May 2010 - Present
Forbes Media December 2007 - July 2010
Zingy Inc. June 2005 - October 2007
DoubleClick Inc. May 1999 - June 2005
Salomon Brothers January 1996 - March 1999
Bear, Stearns & Co. Inc. June 1989 - January 1996
Skills
Corporate Development, Global Business..., Strategy, Strategic Partnerships, Strategic Visionary, Business Development, Insider Trading, Mergers, Business Strategy, Corporate Finance, Leadership, Enterprise Software, Mergers & Acquisitions, Venture Capital, Investment Banking, Investments, Venture Financing, Start-ups, Mobile Advertising, Management, E-commerce, Deal Execution, Finance, Mobile Devices, Market Research
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA
Penn State University 1979 — 1983
B.S.
John Erdos John Erdos's Bear, Stearns & Co. Inc. Experience August 2003 - December 2004
Job Senior Manager, Client Development at RPX Corporation
Industry Financial Services
Experience
RPX Corporation August 2013 - Present
BlackRock November 2010 - August 2013
Bernstein Global Wealth Management April 2009 - November 2010
Capital Group January 2005 - March 2009
Bear, Stearns & Co. Inc. August 2003 - December 2004
Skills
series 7, series 63, ETFs, Private Client Services, Equities, Fixed Income, Mutual Funds, Asset Managment, Investment Management, Asset Allocation, Financial Advisory, Asset Management, Alternative Investments, Series 7, Series 63, Management, Financial Modeling, Portfolio Management, Investments
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Notre Dame 1999 — 2003
Bachelor of Business Administration (BBA), Finance
De La Salle High School 1995 — 1999
RPX Corporation August 2013 - Present
BlackRock November 2010 - August 2013
Bernstein Global Wealth Management April 2009 - November 2010
Capital Group January 2005 - March 2009
Bear, Stearns & Co. Inc. August 2003 - December 2004
Skills
series 7, series 63, ETFs, Private Client Services, Equities, Fixed Income, Mutual Funds, Asset Managment, Investment Management, Asset Allocation, Financial Advisory, Asset Management, Alternative Investments, Series 7, Series 63, Management, Financial Modeling, Portfolio Management, Investments
Education
University of California, Berkeley - Walter A. Haas School of Business 2012 — 2014
Master of Business Administration (MBA)
University of Notre Dame 1999 — 2003
Bachelor of Business Administration (BBA), Finance
De La Salle High School 1995 — 1999
Andrew Teufel Andrew Teufel's Bear, Stearns & Co. Inc. Experience 1994 - 1995
Job Private Investor
Industry Investment Management
Experience
Fisher Investments 1995 - 2013
Bear, Stearns & Co. Inc. 1994 - 1995
Education
University of California, Berkeley 1990 — 1993
Bachelor of Arts (B.A.), Economics
Cambridge University 1992 — 1992
Art History
Fisher Investments 1995 - 2013
Bear, Stearns & Co. Inc. 1994 - 1995
Education
University of California, Berkeley 1990 — 1993
Bachelor of Arts (B.A.), Economics
Cambridge University 1992 — 1992
Art History
Bogdan Fleschiu Bogdan Fleschiu's Bear, Stearns & Co. Inc. Experience November 2006 - March 2008
Job Executive Director, Hedge Fund Consulting at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2014 - Present
J.P. Morgan Securities Inc. February 2013 - July 2014
J.P. Morgan Securities Inc. September 2011 - January 2013
J.P. Morgan Securities Inc. March 2008 - September 2011
Bear, Stearns & Co. Inc. November 2006 - March 2008
Bear, Stearns & Co. Inc. June 2003 - November 2006
Skills
Equities, Hedge Funds, Investment Management, Prime Brokerage, Strategy, Asset Allocation, Business Development, Alternative Investments, Capital Markets, Financial Risk, Securities, Derivatives, Investments, Financial Modeling, Portfolio Management, Risk Management, Trading
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2003
MBA
Vanderbilt University Law School 1999 — 2003
JD
University of Richmond 1995 — 1999
BA
University of Richmond - Robins School of Business 1995 — 1999
BSBA
The London School of Economics and Political Science (LSE) 1997 — 1997
J.P. Morgan August 2014 - Present
J.P. Morgan Securities Inc. February 2013 - July 2014
J.P. Morgan Securities Inc. September 2011 - January 2013
J.P. Morgan Securities Inc. March 2008 - September 2011
Bear, Stearns & Co. Inc. November 2006 - March 2008
Bear, Stearns & Co. Inc. June 2003 - November 2006
Skills
Equities, Hedge Funds, Investment Management, Prime Brokerage, Strategy, Asset Allocation, Business Development, Alternative Investments, Capital Markets, Financial Risk, Securities, Derivatives, Investments, Financial Modeling, Portfolio Management, Risk Management, Trading
Education
Vanderbilt University - Owen Graduate School of Management 1999 — 2003
MBA
Vanderbilt University Law School 1999 — 2003
JD
University of Richmond 1995 — 1999
BA
University of Richmond - Robins School of Business 1995 — 1999
BSBA
The London School of Economics and Political Science (LSE) 1997 — 1997
Aasif Musa Aasif Musa's Bear, Stearns & Co. Inc. Experience 2005 - 2007
Job Worldwide Supply Demand Management at Apple
Industry Investment Banking
Experience
Apple 2015 - Present
Goldman Sachs 2013 - 2015
Goldman Sachs 2012 - 2012
Versa Capital Management 2009 - 2011
Graham Partners 2007 - 2009
Bear, Stearns & Co. Inc. 2005 - 2007
Skills
Private Equity, Investments, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Industry Analysis, Corporate Finance, Mergers & Acquisitions, LBO, Corporate Development, Equities, Investment Banking, Venture Capital, Acquisitions, Finance, Competitive Analysis
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance & Accounting
University of Michigan
Apple 2015 - Present
Goldman Sachs 2013 - 2015
Goldman Sachs 2012 - 2012
Versa Capital Management 2009 - 2011
Graham Partners 2007 - 2009
Bear, Stearns & Co. Inc. 2005 - 2007
Skills
Private Equity, Investments, Financial Modeling, Due Diligence, Financial Analysis, Valuation, Industry Analysis, Corporate Finance, Mergers & Acquisitions, LBO, Corporate Development, Equities, Investment Banking, Venture Capital, Acquisitions, Finance, Competitive Analysis
Education
Haas School of Business, UC Berkeley 2011 — 2013
MBA
University of Michigan - Stephen M. Ross School of Business 2001 — 2005
BBA, Finance & Accounting
University of Michigan
Matthew Walker's Bear, Stearns & Co. Inc. Experience August 2003 - May 2006
Job Executive Director at EY
Industry Financial Services
Experience
EY March 2014 - Present
Ocwen Financial Corporation September 2012 - January 2014
Ernst & Young May 2012 - August 2012
Ernst & Young LLP June 2008 - May 2012
EMC Mortgage, a JP Morgan Chase Company (Heritage Bear Stearns) September 2007 - May 2008
Bear, Stearns & Co. Inc. (EMC Mortgage Corp.) June 2006 - September 2007
Bear, Stearns & Co. Inc. August 2003 - May 2006
Verza Inc. 1999 - 2001
Bank of America 1996 - 1999
Skills
Financial Services, Mortgage Lending, Banking, Risk Management, Mortgage Banking, Mortgage Servicing, Loss Mitigation, Valuation, Portfolio Management, Investment Banking, Strategy, Foreclosures, Due Diligence, Capital Markets, Financial Analysis, Vendor Management, Commercial Banking, Loans, Asset Management, REO, Credit Analysis, Credit Risk, Default, Management Consulting, Relationship Management, Mergers & Acquisitions, Corporate Finance, Bankruptcy, Executive Management, Acquisition Integration, Strategic Financial..., Loan Origination, Business Process..., Operational Risk..., Consumer Lending, Credit Cards, Merchant Card Processing, Commercial Lending, Retail Banking, Student Loans, Operational Strategy, Credit Management, Program Management, Change Management, Process Improvement, Process Integration, Compliance, Internal Audit, Internal Controls, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
Santa Clara University 1991 — 1995
Bachelor of Science (BS)
EY March 2014 - Present
Ocwen Financial Corporation September 2012 - January 2014
Ernst & Young May 2012 - August 2012
Ernst & Young LLP June 2008 - May 2012
EMC Mortgage, a JP Morgan Chase Company (Heritage Bear Stearns) September 2007 - May 2008
Bear, Stearns & Co. Inc. (EMC Mortgage Corp.) June 2006 - September 2007
Bear, Stearns & Co. Inc. August 2003 - May 2006
Verza Inc. 1999 - 2001
Bank of America 1996 - 1999
Skills
Financial Services, Mortgage Lending, Banking, Risk Management, Mortgage Banking, Mortgage Servicing, Loss Mitigation, Valuation, Portfolio Management, Investment Banking, Strategy, Foreclosures, Due Diligence, Capital Markets, Financial Analysis, Vendor Management, Commercial Banking, Loans, Asset Management, REO, Credit Analysis, Credit Risk, Default, Management Consulting, Relationship Management, Mergers & Acquisitions, Corporate Finance, Bankruptcy, Executive Management, Acquisition Integration, Strategic Financial..., Loan Origination, Business Process..., Operational Risk..., Consumer Lending, Credit Cards, Merchant Card Processing, Commercial Lending, Retail Banking, Student Loans, Operational Strategy, Credit Management, Program Management, Change Management, Process Improvement, Process Integration, Compliance, Internal Audit, Internal Controls, Mergers
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA
Santa Clara University 1991 — 1995
Bachelor of Science (BS)
Alex Cena Alex Cena's Bear, Stearns & Co. Inc. Experience April 1996 - August 1998
Job Experienced SellSide Equity Research Analyst Covering Investments Internationally For Institutional Investors
Industry Financial Services
Experience
Cairn Ridge Holdings, LLC July 2003 - Present
Salomon Smith Barney August 1998 - July 2001
Bear, Stearns & Co. Inc. April 1996 - August 1998
Lehman Brothers October 1992 - April 1996
RBC Dain Rauscher May 1991 - October 1992
Dain Bosworth 1991 - 1992
William K. Woodruff & Company, Inc. June 1985 - May 1991
Skills
Equity Research, Investment Banking, Financial Analysis, Equities, Private Equity, IPO, Start-ups, Investments, Investment Research, Mergers & Acquisitions, Hedge Funds, Valuation, Investor Relations, Venture Capital, Strategy, Finance, Analysis, Small Business, New Business Development, Strategic Planning, Entrepreneurship, Portfolio Management, Management Consulting, Corporate Development, Financial Services, Workflow Management, Networking, Valuation Analysis, Corporate Positioning, Market Research, Business Strategy, Management, Leadership, Financial Modeling
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Executive MBA Program
Loyola University Chicago 1983 — 1985
BBA, Finance
University of Iowa 1981 — 1983
Computer Engineering
Cairn Ridge Holdings, LLC July 2003 - Present
Salomon Smith Barney August 1998 - July 2001
Bear, Stearns & Co. Inc. April 1996 - August 1998
Lehman Brothers October 1992 - April 1996
RBC Dain Rauscher May 1991 - October 1992
Dain Bosworth 1991 - 1992
William K. Woodruff & Company, Inc. June 1985 - May 1991
Skills
Equity Research, Investment Banking, Financial Analysis, Equities, Private Equity, IPO, Start-ups, Investments, Investment Research, Mergers & Acquisitions, Hedge Funds, Valuation, Investor Relations, Venture Capital, Strategy, Finance, Analysis, Small Business, New Business Development, Strategic Planning, Entrepreneurship, Portfolio Management, Management Consulting, Corporate Development, Financial Services, Workflow Management, Networking, Valuation Analysis, Corporate Positioning, Market Research, Business Strategy, Management, Leadership, Financial Modeling
Education
Southern Methodist University 2013 — 2015
Master of Business Administration (MBA), Executive MBA Program
Loyola University Chicago 1983 — 1985
BBA, Finance
University of Iowa 1981 — 1983
Computer Engineering
Sreenu Tadavarthy Sreenu Tadavarthy's Bear, Stearns & Co. Inc. Experience 1999 - 2002
Job
Industry Investment Banking
Experience
Loop Capital Markets January 2013 - September 2015
TTK Partners, LLC 2003 - 2013
Bear, Stearns & Co. Inc. 1999 - 2002
CIBC World Markets 1997 - 1999
Price Waterhouse LLP 1993 - 1995
Skills
Investment Banking, Corporate Development, Divestitures, Mergers, Acquisitions, Joint Ventures, Corporate Finance, Financial Analysis, Valuation, Due Diligence, Financial Modeling, Private Equity, Leveraged Finance, Business Strategy, Negotiation, Cross-border..., Carve-outs, Acquisition Integration, Buyouts, Capital Raising, Emerging Markets, LBO, M&A experience, Mergers & Acquisitions, Deal Sourcing, Management
Education
Northwestern University 1988 — 1993
B.S., Industrial Engineering
Kansai Gaidai University 1990 — 1991
Program of Asian Studies
Eden Prairie High School 1984 — 1988
Loop Capital Markets January 2013 - September 2015
TTK Partners, LLC 2003 - 2013
Bear, Stearns & Co. Inc. 1999 - 2002
CIBC World Markets 1997 - 1999
Price Waterhouse LLP 1993 - 1995
Skills
Investment Banking, Corporate Development, Divestitures, Mergers, Acquisitions, Joint Ventures, Corporate Finance, Financial Analysis, Valuation, Due Diligence, Financial Modeling, Private Equity, Leveraged Finance, Business Strategy, Negotiation, Cross-border..., Carve-outs, Acquisition Integration, Buyouts, Capital Raising, Emerging Markets, LBO, M&A experience, Mergers & Acquisitions, Deal Sourcing, Management
Education
Northwestern University 1988 — 1993
B.S., Industrial Engineering
Kansai Gaidai University 1990 — 1991
Program of Asian Studies
Eden Prairie High School 1984 — 1988
Adam Blackman Adam Blackman's Bear, Stearns & Co. Inc. Experience 1994 - 2008
Job Senior Managing Director, Head of TechEnabled Services, Guggenheim Investment Banking
Industry Financial Services
Experience
Guggenheim Partners 2011 - Present
Bank of America Merrill Lynch 2008 - 2011
Bear, Stearns & Co. Inc. 1994 - 2008
Skills
Private Equity, Capital Markets, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Health Care Management
University of Pennsylvania - The Wharton School 1989 — 1993
B.S. Economics, Accounting and Finance
Guggenheim Partners 2011 - Present
Bank of America Merrill Lynch 2008 - 2011
Bear, Stearns & Co. Inc. 1994 - 2008
Skills
Private Equity, Capital Markets, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1992 — 1994
Master of Business Administration (MBA), Finance and Health Care Management
University of Pennsylvania - The Wharton School 1989 — 1993
B.S. Economics, Accounting and Finance
Clifford Friedman Clifford Friedman's Bear, Stearns & Co. Inc. Experience 1990 - 1995
Job Managing Director at Raptor Group Holdings
Industry Financial Services
Experience
Raptor Group Holdings June 2014 - Present
Highbridge Principal Strategies June 2014 - Present
Cold Spring Ventures January 1990 - Present
Highbridge Principal Strategies Constellation Growth Equity 1998 - June 2014
Universal Studios January 1996 - August 1998
NBC February 1995 - January 1996
Bear Stearns & Co. Inc. 1990 - 1995
Cyrus J Lawrence (bought by Morgan Grenfell-Deutsche Bank) 1985 - 1990
State University of New York Stoney Brook September 1981 - June 1985
Hazeltine Corp., BAE 1981 - 1985
Skills
Private Equity, Asset Management, Hedge Funds, Equities, Mergers & Acquisitions, Venture Capital, Valuation, Investments, Corporate Finance, Entrepreneurship, Start-ups, Asset Managment, Fixed Income, Content Strategy, Alternative Investments, Derivatives, Business Strategy, Due Diligence, Portfolio Management, Strategy, Financial Modeling, Securities, Technology, New Business Development, Business Development, Capital Markets, Investment Banking, Investment Management, Corporate Development
Education
Adelphi University 1984 — 1987
Master of Business Administration (M.B.A.), Finance and Investments, 3.8 GPA
NYU Polytechnic University 1981 — 1983
Master's degree, Electro-Physics
NYU Polytechnic University 1977 — 1981
Bachelor Of Science, Electrical and Electronics Engineering and Computer Science
Raptor Group Holdings June 2014 - Present
Highbridge Principal Strategies June 2014 - Present
Cold Spring Ventures January 1990 - Present
Highbridge Principal Strategies Constellation Growth Equity 1998 - June 2014
Universal Studios January 1996 - August 1998
NBC February 1995 - January 1996
Bear Stearns & Co. Inc. 1990 - 1995
Cyrus J Lawrence (bought by Morgan Grenfell-Deutsche Bank) 1985 - 1990
State University of New York Stoney Brook September 1981 - June 1985
Hazeltine Corp., BAE 1981 - 1985
Skills
Private Equity, Asset Management, Hedge Funds, Equities, Mergers & Acquisitions, Venture Capital, Valuation, Investments, Corporate Finance, Entrepreneurship, Start-ups, Asset Managment, Fixed Income, Content Strategy, Alternative Investments, Derivatives, Business Strategy, Due Diligence, Portfolio Management, Strategy, Financial Modeling, Securities, Technology, New Business Development, Business Development, Capital Markets, Investment Banking, Investment Management, Corporate Development
Education
Adelphi University 1984 — 1987
Master of Business Administration (M.B.A.), Finance and Investments, 3.8 GPA
NYU Polytechnic University 1981 — 1983
Master's degree, Electro-Physics
NYU Polytechnic University 1977 — 1981
Bachelor Of Science, Electrical and Electronics Engineering and Computer Science
Daniel Sosnay's Bear, Stearns & Co. Inc. Experience January 2006 - May 2008
Job Summer Internal Consultant at Prepwise
Industry Financial Services
Experience
Prepwise June 2014 - August 2014
SC Johnson March 2014 - April 2014
RBC Wealth Management May 2008 - June 2012
Bear, Stearns & Co. Inc. January 2006 - May 2008
Skills
Investments, Financial Modeling, Valuation, Leadership, Strategy, Data Analysis, Business Strategy, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
University of Wisconsin-Madison - School of Business 2012 — 2013
University of Wisconsin-Madison 2001 — 2005
Communication Arts
Prepwise June 2014 - August 2014
SC Johnson March 2014 - April 2014
RBC Wealth Management May 2008 - June 2012
Bear, Stearns & Co. Inc. January 2006 - May 2008
Skills
Investments, Financial Modeling, Valuation, Leadership, Strategy, Data Analysis, Business Strategy, Financial Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
University of Wisconsin-Madison - School of Business 2012 — 2013
University of Wisconsin-Madison 2001 — 2005
Communication Arts
Nachi Subramanian Nachi Subramanian's Bear, Stearns & Co. Inc. Experience January 2008 - May 2008
Job Executive Director, Global Cash Equities at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
J.P. Morgan January 2010 - December 2012
JPMorgan June 2008 - December 2009
Bear, Stearns & Co. Inc January 2008 - May 2008
Bear, Stearns & Co. Inc. July 2005 - December 2007
Skills
Equities, Hedge Funds, Capital Markets, Alternative Investments
Education
University of California, Irvine 2001 — 2005
J.P. Morgan January 2013 - Present
J.P. Morgan January 2010 - December 2012
JPMorgan June 2008 - December 2009
Bear, Stearns & Co. Inc January 2008 - May 2008
Bear, Stearns & Co. Inc. July 2005 - December 2007
Skills
Equities, Hedge Funds, Capital Markets, Alternative Investments
Education
University of California, Irvine 2001 — 2005
Andrew Sykora Andrew Sykora's Bear, Stearns & Co. Inc. Experience May 2008 - July 2008
Job Powertrain Program Management Engineer at Ford Motor Company
Industry Automotive
Experience
Ford Motor Company December 2014 - Present
Summit Polymers June 2012 - December 2014
Sears Holdings Corporation May 2011 - May 2012
Kaplan November 2010 - October 2011
Stephens Inc. May 2008 - July 2009
Bear, Stearns & Co. Inc. May 2008 - July 2008
Whirlpool Corporation September 2003 - August 2006
Ford Motor Company July 2000 - September 2003
Skills
Mechanical Engineering, Marketing, Financial Analysis, Financial Modeling, Investment Banking, Acquisitions, Product Development, Brand Management, Testing, Quality Control, Six Sigma, Listener, Problem Solving, Pro Engineer, ANSYS, WERS, Design of Experiments, Valuation, Sales, PowerPoint, Microsoft Excel, Presentations, Data Analysis, Leadership, Critical Thinking, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Finance
University of Michigan 1996 — 2000
Bachelor of Science (BSME), Mechanical Engineering
SJHS
Ford Motor Company December 2014 - Present
Summit Polymers June 2012 - December 2014
Sears Holdings Corporation May 2011 - May 2012
Kaplan November 2010 - October 2011
Stephens Inc. May 2008 - July 2009
Bear, Stearns & Co. Inc. May 2008 - July 2008
Whirlpool Corporation September 2003 - August 2006
Ford Motor Company July 2000 - September 2003
Skills
Mechanical Engineering, Marketing, Financial Analysis, Financial Modeling, Investment Banking, Acquisitions, Product Development, Brand Management, Testing, Quality Control, Six Sigma, Listener, Problem Solving, Pro Engineer, ANSYS, WERS, Design of Experiments, Valuation, Sales, PowerPoint, Microsoft Excel, Presentations, Data Analysis, Leadership, Critical Thinking, Project Management
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2008
MBA, Finance
University of Michigan 1996 — 2000
Bachelor of Science (BSME), Mechanical Engineering
SJHS
Paul Berman Paul Berman's Bear, Stearns & Co. Inc. Experience July 1989 - May 1997
Job Senior Vice President, Investments Financial Advisor The 24/7 Investment Group
Industry Investment Management
Experience
Raymond James & Associates Inc. January 2015 - Present
RBC Wealth Management May 2007 - January 2015
Wachovia Securities Financial Network July 2003 - May 2007
Prudential Financial September 1999 - July 2003
Merrill Lynch, Pierce, Fenner & Smith Incorp. May 1997 - September 1999
Bear, Stearns & Co. Inc. July 1989 - May 1997
Sutro & Co. Inc. January 1987 - July 1989
Skills
Wealth Management, Wealth Accumulation, Portfolio Management, Investments, Mortgage Lending, Fixed Income Strategies
Education
University of Southern California - Marshall School of Business 1980 — 1981
University of California, Irvine 1974 — 1978
Bachelor of Arts (BA), Economics
Raymond James & Associates Inc. January 2015 - Present
RBC Wealth Management May 2007 - January 2015
Wachovia Securities Financial Network July 2003 - May 2007
Prudential Financial September 1999 - July 2003
Merrill Lynch, Pierce, Fenner & Smith Incorp. May 1997 - September 1999
Bear, Stearns & Co. Inc. July 1989 - May 1997
Sutro & Co. Inc. January 1987 - July 1989
Skills
Wealth Management, Wealth Accumulation, Portfolio Management, Investments, Mortgage Lending, Fixed Income Strategies
Education
University of Southern California - Marshall School of Business 1980 — 1981
University of California, Irvine 1974 — 1978
Bachelor of Arts (BA), Economics
Thomas J. Maguire IV's Bear, Stearns & Co. Inc. Experience June 1999 - May 2008
Job Founder & Chief Executive Officer at Beagle Media & Technologies
Industry Investment Banking
Experience
Beagle Media & Technologies April 2012 - Present
Stone Key Partners LLC June 2008 - April 2012
Bear, Stearns & Co. Inc. June 1999 - May 2008
First Union 1994 - 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
M.B.A., Finance
University of Virginia - McIntire School of Commerce 1990 — 1994
B.S. Commerce, Finance
McLean High School
Beagle Media & Technologies April 2012 - Present
Stone Key Partners LLC June 2008 - April 2012
Bear, Stearns & Co. Inc. June 1999 - May 2008
First Union 1994 - 1997
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1997 — 1999
M.B.A., Finance
University of Virginia - McIntire School of Commerce 1990 — 1994
B.S. Commerce, Finance
McLean High School
Jayson Gutierrez Jayson Gutierrez's Bear, Stearns & Co. Inc. Experience September 2001 - October 2004
Job Senior Audit Analyst Contractor at Sony Music Entertainment Services
Industry Accounting
Experience
Sony Music Entertainment Services May 2014 - January 2015
Accura Business Solutions, Inc January 2014 - April 2014
Yehezkel October 2012 - January 2014
4G Management, LLC March 2010 - October 2012
Bank of America Merrill Lynch March 2007 - March 2010
Verizon June 2006 - February 2007
Bear, Stearns & Co. Inc. September 2001 - October 2004
Skills
Auditing, Due Diligence, Internal Controls, CPA, Project Management, Analysis, Financial Analysis, Budgets, Microsoft Office, Accounts Receivable
Education
Saint Peter's University
Master of Science, Accountancy
Saint Peter's University
Bachelor of Science, Business Administration
Sony Music Entertainment Services May 2014 - January 2015
Accura Business Solutions, Inc January 2014 - April 2014
Yehezkel October 2012 - January 2014
4G Management, LLC March 2010 - October 2012
Bank of America Merrill Lynch March 2007 - March 2010
Verizon June 2006 - February 2007
Bear, Stearns & Co. Inc. September 2001 - October 2004
Skills
Auditing, Due Diligence, Internal Controls, CPA, Project Management, Analysis, Financial Analysis, Budgets, Microsoft Office, Accounts Receivable
Education
Saint Peter's University
Master of Science, Accountancy
Saint Peter's University
Bachelor of Science, Business Administration
Harold Lane Jr's Bear, Stearns & Co. Inc. Experience January 1999 - March 2002
Job Principal at Imprint Media Group, LLC.
Industry Financial Services
Experience
Imprint Media Group, LLC. July 2008 - Present
Sterling Empire Funding April 2002 - 2008
Bear, Stearns & Co. Inc. January 1999 - March 2002
PaineWebber April 1993 - January 1999
Skills
Asset Managment, Progressive Enhancement, Investments, Hedge Funds, Leadership, Asset Management, Management, Portfolio Management, Alternative Investments, Private Equity, Strategy, Equities, Mergers & Acquisitions, Budgets, Trading, Marketing Strategy, Venture Capital, Finance, Start-ups, Executive Management, Product Management, Due Diligence, Training, Entrepreneurship, Valuation, Funding, Corporate Finance, Corporate Development, Restructuring, Business Planning, Investment Banking, Project Finance, Joint Ventures, Financial Structuring, Emerging Markets, Financial Modeling, Private Placements, Financial Services, Banking, Analysis, Commodity, Bloomberg, Bonds, Business Strategy, Negotiation, Strategic Planning, Sales, Capital Markets, Business Development
Education
University of Maryland Eastern Shore 1986 — 1990
B.S., Business Administration
Imprint Media Group, LLC. July 2008 - Present
Sterling Empire Funding April 2002 - 2008
Bear, Stearns & Co. Inc. January 1999 - March 2002
PaineWebber April 1993 - January 1999
Skills
Asset Managment, Progressive Enhancement, Investments, Hedge Funds, Leadership, Asset Management, Management, Portfolio Management, Alternative Investments, Private Equity, Strategy, Equities, Mergers & Acquisitions, Budgets, Trading, Marketing Strategy, Venture Capital, Finance, Start-ups, Executive Management, Product Management, Due Diligence, Training, Entrepreneurship, Valuation, Funding, Corporate Finance, Corporate Development, Restructuring, Business Planning, Investment Banking, Project Finance, Joint Ventures, Financial Structuring, Emerging Markets, Financial Modeling, Private Placements, Financial Services, Banking, Analysis, Commodity, Bloomberg, Bonds, Business Strategy, Negotiation, Strategic Planning, Sales, Capital Markets, Business Development
Education
University of Maryland Eastern Shore 1986 — 1990
B.S., Business Administration
Darius Sepassi Darius Sepassi's Bear, Stearns & Co. Inc. Experience November 2006 - June 2008
Job Principal Investor at Oaktree Capital Management
Industry Venture Capital & Private Equity
Experience
Oaktree Capital Management August 2014 - Present
Highstar Capital August 2011 - July 2014
First Reserve Corporation August 2008 - July 2011
Bear, Stearns & Co. Inc. November 2006 - June 2008
Ernst & Young September 2005 - October 2006
Education
Penn State University 2004 — 2005
M.S., Accounting
Penn State University 2000 — 2004
B.S., Accounting with Distinction
Manalapan High School
Oaktree Capital Management August 2014 - Present
Highstar Capital August 2011 - July 2014
First Reserve Corporation August 2008 - July 2011
Bear, Stearns & Co. Inc. November 2006 - June 2008
Ernst & Young September 2005 - October 2006
Education
Penn State University 2004 — 2005
M.S., Accounting
Penn State University 2000 — 2004
B.S., Accounting with Distinction
Manalapan High School
Justin Lancer's Bear, Stearns & Co. Inc. Experience December 1993 - June 2008
Job Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2010 - Present
Moelis & Company July 2008 - June 2010
Bear, Stearns & Co. Inc. December 1993 - June 2008
Skills
Investment Banking, Mergers, Venture Capital, Equities, Private Equity, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Series 7, Capital Markets, Leveraged Finance, Divestitures, Financial Analysis, High Yield, Debt, Strategic Advisory, LBO
Education
University of Michigan 1989 — 1993
B.B.A, Business Administration, Finance
Guggenheim Partners June 2010 - Present
Moelis & Company July 2008 - June 2010
Bear, Stearns & Co. Inc. December 1993 - June 2008
Skills
Investment Banking, Mergers, Venture Capital, Equities, Private Equity, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Series 7, Capital Markets, Leveraged Finance, Divestitures, Financial Analysis, High Yield, Debt, Strategic Advisory, LBO
Education
University of Michigan 1989 — 1993
B.B.A, Business Administration, Finance
Shawn Rochester's Bear, Stearns & Co. Inc. Experience June 2001 - August 2001
Job Executive Director at PDYM
Industry Electrical/Electronic Manufacturing
Experience
PDYM March 2014 - August 2015
NYC Department of Education July 2013 - March 2014
Amphenol July 2011 - May 2013
Amphenol IT & Communications Products Group (AITC) October 2007 - May 2013
IBM Sales & Distribution (Communications Sector) April 2006 - October 2007
IBM Corporate Treasury Center April 2005 - April 2006
IBM Corporate Mergers & Acquisitions Group August 2003 - April 2005
IBM Corporate Finance July 2002 - August 2003
BEAR, STEARNS & CO. INC. June 2001 - August 2001
International Paper 1997 - 2000
Skills
Financial Modeling, Cross-functional Team..., Competitive Analysis, Investments, Start-ups, Corporate Development, Mergers, Mergers & Acquisitions, Negotiation, New Business Development, Strategic Planning, Leadership, Analysis, Business Development, Budgets
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance
University of Rochester
BS, Chemical Engineering
PDYM March 2014 - August 2015
NYC Department of Education July 2013 - March 2014
Amphenol July 2011 - May 2013
Amphenol IT & Communications Products Group (AITC) October 2007 - May 2013
IBM Sales & Distribution (Communications Sector) April 2006 - October 2007
IBM Corporate Treasury Center April 2005 - April 2006
IBM Corporate Mergers & Acquisitions Group August 2003 - April 2005
IBM Corporate Finance July 2002 - August 2003
BEAR, STEARNS & CO. INC. June 2001 - August 2001
International Paper 1997 - 2000
Skills
Financial Modeling, Cross-functional Team..., Competitive Analysis, Investments, Start-ups, Corporate Development, Mergers, Mergers & Acquisitions, Negotiation, New Business Development, Strategic Planning, Leadership, Analysis, Business Development, Budgets
Education
The University of Chicago Booth School of Business 2000 — 2002
MBA, Finance
University of Rochester
BS, Chemical Engineering
Kenneth Wong, CFA Kenneth Wong, CFA's Bear, Stearns & Co. Inc. Experience April 2004 - November 2004
Job Vice President at Citi Investment Research
Industry Financial Services
Experience
Citigroup Investment Research January 2015 - Present
Citi Investment Research August 2013 - Present
Citi Investment Research October 2009 - Present
Cowen and Company November 2004 - October 2009
Bear, Stearns & Co. Inc. April 2004 - November 2004
American Golf Corporation May 1999 - January 2004
Skills
Competitive Analysis, Capital Markets, Corporate Finance, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Microsoft Excel, Valuation, Fixed Income, Hedge Funds, Private Equity
Education
University of California, Berkeley 1999 — 2003
Bachelor of Arts, Major: Political Economy, Minor: Business
Citigroup Investment Research January 2015 - Present
Citi Investment Research August 2013 - Present
Citi Investment Research October 2009 - Present
Cowen and Company November 2004 - October 2009
Bear, Stearns & Co. Inc. April 2004 - November 2004
American Golf Corporation May 1999 - January 2004
Skills
Competitive Analysis, Capital Markets, Corporate Finance, Equities, Equity Research, Equity Valuation, Financial Analysis, Financial Modeling, Investment Banking, Investments, Microsoft Excel, Valuation, Fixed Income, Hedge Funds, Private Equity
Education
University of California, Berkeley 1999 — 2003
Bachelor of Arts, Major: Political Economy, Minor: Business
Anton J. Zitz II Anton J. Zitz II's Bear, Stearns & Co. Inc. Experience July 2005 - July 2007
Job Vice President at Wolfe Research Securities
Industry Investment Banking
Experience
Wolfe Research Securities March 2015 - Present
Wyndham Hotel Group March 2014 - March 2015
AVC Partners March 2013 - March 2014
AlixPartners July 2012 - January 2013
Fenway Partners July 2007 - July 2012
Bear, Stearns & Co. Inc. July 2005 - July 2007
Skills
Private Equity, Venture Capital, Equities, Due Diligence, Investments, Mergers & Acquisitions, Portfolio Management, Finance, Capital Raising, Operational Improvement, Financial Analysis, Financial Modeling, Portfolio Company..., Structured Finance, Investment Banking, Strategy, Management, Acquisition Integration
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Manalapan High
Wolfe Research Securities March 2015 - Present
Wyndham Hotel Group March 2014 - March 2015
AVC Partners March 2013 - March 2014
AlixPartners July 2012 - January 2013
Fenway Partners July 2007 - July 2012
Bear, Stearns & Co. Inc. July 2005 - July 2007
Skills
Private Equity, Venture Capital, Equities, Due Diligence, Investments, Mergers & Acquisitions, Portfolio Management, Finance, Capital Raising, Operational Improvement, Financial Analysis, Financial Modeling, Portfolio Company..., Structured Finance, Investment Banking, Strategy, Management, Acquisition Integration
Education
Rutgers, The State University of New Jersey-New Brunswick 2001 — 2005
Bachelor of Science (B.S.), Finance, General
Manalapan High
Louis Yi's Bear, Stearns & Co. Inc. Experience August 2006 - July 2008
Job Managing Director at FBR
Industry Banking
Experience
FBR July 2008 - Present
Bear, Stearns & Co. Inc. August 2006 - July 2008
Bear Stearns August 2003 - August 2006
Bear Stearns August 2000 - August 2003
Education
The Johns Hopkins University 1996 — 2000
BA
FBR July 2008 - Present
Bear, Stearns & Co. Inc. August 2006 - July 2008
Bear Stearns August 2003 - August 2006
Bear Stearns August 2000 - August 2003
Education
The Johns Hopkins University 1996 — 2000
BA
Erwin Tam's Bear, Stearns & Co. Inc. Experience 2005 - 2007
Job Vice President, Public Finance & Municipal Consulting
Industry Financial Services
Experience
KNN Public Finance June 2014 - Present
Backstrom McCarley Berry & Co., LLC 2009 - June 2014
RBC Capital Markets 2008 - 2008
Bear, Stearns & Co. Inc. 2005 - 2007
Public Financial Management Inc. 2001 - 2005
Skills
Financial Analysis, Capital Markets, Financial Modeling, Investment Banking, Business Strategy, Public Finance, Fixed Income, Municipalities, M&A experience, Public-private..., Project Finance, Corporate Finance, Distressed Debt, Private Equity, Analysis, Valuation, Financial Structuring, Bonds, Series 7, Quantitative Analytics, Management, Finance, Consulting
Education
University of California, Berkeley
BA, Economics and Environmental Science (Double Major)
KNN Public Finance June 2014 - Present
Backstrom McCarley Berry & Co., LLC 2009 - June 2014
RBC Capital Markets 2008 - 2008
Bear, Stearns & Co. Inc. 2005 - 2007
Public Financial Management Inc. 2001 - 2005
Skills
Financial Analysis, Capital Markets, Financial Modeling, Investment Banking, Business Strategy, Public Finance, Fixed Income, Municipalities, M&A experience, Public-private..., Project Finance, Corporate Finance, Distressed Debt, Private Equity, Analysis, Valuation, Financial Structuring, Bonds, Series 7, Quantitative Analytics, Management, Finance, Consulting
Education
University of California, Berkeley
BA, Economics and Environmental Science (Double Major)
Jonathan Curtis's Bear, Stearns & Co. Inc. Experience February 2000 - November 2007
Job
Industry Investment Banking
Experience
Bridge Street Advisors November 2008 - Present
Bear, Stearns & Co. Inc. February 2000 - November 2007
Banc of America Securities March 1996 - February 2000
Morgan Stanley March 1995 - February 1996
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Corporate Finance, Mergers, Valuation, Strategy, Acquisitions, Strategic Planning, Due Diligence, M&A execution, Investments, Financial Modeling, Competitive Analysis, Business Development, Buyside, Financial Analysis, Divestitures, Business Strategy, LBO, Strategic Advisory, Sellside, Management, Software, Enterprise Software, Mentoring
Education
The George Washington University
BBA
University of California, Berkeley, Haas School of Business
MBA
Bridge Street Advisors November 2008 - Present
Bear, Stearns & Co. Inc. February 2000 - November 2007
Banc of America Securities March 1996 - February 2000
Morgan Stanley March 1995 - February 1996
Skills
Corporate Development, Mergers & Acquisitions, Investment Banking, Corporate Finance, Mergers, Valuation, Strategy, Acquisitions, Strategic Planning, Due Diligence, M&A execution, Investments, Financial Modeling, Competitive Analysis, Business Development, Buyside, Financial Analysis, Divestitures, Business Strategy, LBO, Strategic Advisory, Sellside, Management, Software, Enterprise Software, Mentoring
Education
The George Washington University
BBA
University of California, Berkeley, Haas School of Business
MBA
Michael Lanzarone's Bear, Stearns & Co. Inc. Experience June 2000 - August 2000
Job Director at Societe Generale
Industry Investment Banking
Experience
Societe Generale August 2009 - Present
Lehman Brothers July 2007 - November 2008
Credit Suisse July 2003 - June 2007
Financial Security Assurance September 2001 - July 2003
Bear, Stearns & Co. Inc. June 2000 - August 2000
Bear, Stearns & Co. Inc. June 1999 - August 1999
Skills
Investment Banking, Payments, IT Service Management, Capital Markets, Financial Technology, Valuation, Financial Modeling, Corporate Finance, Private Equity, Hedge Funds, Fixed Income, Derivatives, Investments
Education
Princeton University 1997 — 2001
BSE, Operations Research and Financial Engineering
The London School of Economics and Political Science (LSE) 1998 — 1998
Summer Study Program, Economics
Societe Generale August 2009 - Present
Lehman Brothers July 2007 - November 2008
Credit Suisse July 2003 - June 2007
Financial Security Assurance September 2001 - July 2003
Bear, Stearns & Co. Inc. June 2000 - August 2000
Bear, Stearns & Co. Inc. June 1999 - August 1999
Skills
Investment Banking, Payments, IT Service Management, Capital Markets, Financial Technology, Valuation, Financial Modeling, Corporate Finance, Private Equity, Hedge Funds, Fixed Income, Derivatives, Investments
Education
Princeton University 1997 — 2001
BSE, Operations Research and Financial Engineering
The London School of Economics and Political Science (LSE) 1998 — 1998
Summer Study Program, Economics
Kevin Starke's Bear, Stearns & Co. Inc. Experience November 1999 - March 2004
Job Senior Analyst at CRT Capital Group
Industry Financial Services
Experience
CRT Capital Group March 2008 - Present
Weeden & Co. May 2005 - January 2008
Imperial Capital LLC April 2004 - May 2005
Bear, Stearns & Co. Inc. November 1999 - March 2004
Bloomberg LP July 1999 - October 1999
Clarion Capital Asia Ltd. January 1997 - June 1999
Peregrine Securities January 1996 - January 1997
American Chamber of Commerce in Hong Kong February 1995 - January 1996
Legislative Council of Hong Kong October 1993 - February 1995
Institute on Church and Social Issues September 1992 - June 1993
Skills
Hedge Funds, High Yield, Special Situations, Equities, Securities, Credit, Investments, Capital Markets, Trading, Portfolio Management, Emerging Markets, Fixed Income, Investment Banking, Bonds, Bloomberg, Fixed Income Analysis, Capital Structure, Asset Management, Finance, Equity Research, Alternative Investments, Bankruptcy, Valuation
Education
Yale University 1990 — 1992
Master of Arts (M.A.), Religion/Religious Studies
New York University 1986 — 1990
BA, Politics
CRT Capital Group March 2008 - Present
Weeden & Co. May 2005 - January 2008
Imperial Capital LLC April 2004 - May 2005
Bear, Stearns & Co. Inc. November 1999 - March 2004
Bloomberg LP July 1999 - October 1999
Clarion Capital Asia Ltd. January 1997 - June 1999
Peregrine Securities January 1996 - January 1997
American Chamber of Commerce in Hong Kong February 1995 - January 1996
Legislative Council of Hong Kong October 1993 - February 1995
Institute on Church and Social Issues September 1992 - June 1993
Skills
Hedge Funds, High Yield, Special Situations, Equities, Securities, Credit, Investments, Capital Markets, Trading, Portfolio Management, Emerging Markets, Fixed Income, Investment Banking, Bonds, Bloomberg, Fixed Income Analysis, Capital Structure, Asset Management, Finance, Equity Research, Alternative Investments, Bankruptcy, Valuation
Education
Yale University 1990 — 1992
Master of Arts (M.A.), Religion/Religious Studies
New York University 1986 — 1990
BA, Politics
Jay Levine's Bear, Stearns & Co. Inc. Experience June 2002 - June 2004
Job SVP, BUSINESS AND STRATEGIC PLANNING, WBTVG
Industry Entertainment
Experience
Warner Bros. Entertainment Group of Companies July 2012 - Present
Warner Bros. Entertainment Group of Companies October 2009 - July 2012
The Walt Disney Company August 2007 - October 2009
The Walt Disney Company June 2006 - August 2006
ESPN INC. 2004 - 2005
Bear, Stearns & Co. Inc. June 2002 - June 2004
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Finance
Harvard-Westlake 1993 — 1998
High School
Warner Bros. Entertainment Group of Companies July 2012 - Present
Warner Bros. Entertainment Group of Companies October 2009 - July 2012
The Walt Disney Company August 2007 - October 2009
The Walt Disney Company June 2006 - August 2006
ESPN INC. 2004 - 2005
Bear, Stearns & Co. Inc. June 2002 - June 2004
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Finance and Accounting
University of Pennsylvania - The Wharton School 1998 — 2002
BS, Finance
Harvard-Westlake 1993 — 1998
High School
Eugene J. Howell, MBA's Bear, Stearns & Co. Inc. Experience May 1999 - September 2000
Job IT Systems Helpdesk Manager
Industry Information Technology and Services
Experience
Cole Schotz P.C. January 2013 - January 2015
Morrison Cohen LLP September 2000 - December 2012
Bear, Stearns & Co. Inc. May 1999 - September 2000
P.C. Etcetera / Mentortech Inc. / Knowledge Alliance October 1995 - 1999
United States Marine Corps July 1982 - April 1990
Skills
Citrix, VMware, Storage Area Networks, Disaster Recovery, Virtualization, Data Center, Servers, Blackberry Enterprise..., Windows, Cisco Technologies, Microsoft Exchange, Storage, Network Administration, Active Directory, Integration, VMware ESX, Management, Business Continuity, LAN-WAN, VoIP, Networking, Windows Server, SAN, Databases, Windows 7, Routers
Education
Monroe College 2006 — 2012
MBA with IT Concentration, Business Administration, 3.95
Monroe College 2003 — 2005
Bachelors, Business
Cole Schotz P.C. January 2013 - January 2015
Morrison Cohen LLP September 2000 - December 2012
Bear, Stearns & Co. Inc. May 1999 - September 2000
P.C. Etcetera / Mentortech Inc. / Knowledge Alliance October 1995 - 1999
United States Marine Corps July 1982 - April 1990
Skills
Citrix, VMware, Storage Area Networks, Disaster Recovery, Virtualization, Data Center, Servers, Blackberry Enterprise..., Windows, Cisco Technologies, Microsoft Exchange, Storage, Network Administration, Active Directory, Integration, VMware ESX, Management, Business Continuity, LAN-WAN, VoIP, Networking, Windows Server, SAN, Databases, Windows 7, Routers
Education
Monroe College 2006 — 2012
MBA with IT Concentration, Business Administration, 3.95
Monroe College 2003 — 2005
Bachelors, Business
Andrew Porteous's Bear, Stearns & Co. Inc. Experience December 2006 - May 2007
Job Vice President at Deutsche Bank
Industry Capital Markets
Experience
Deutsche Bank September 2012 - Present
Jones Lang LaSalle January 2011 - August 2012
PBL Capital May 2007 - November 2010
Bear, Stearns & Co. Inc. December 2006 - May 2007
Comerica Bank June 2005 - December 2006
Skills
Valuation, Capital Markets, Real Estate, CMBS, Capital
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2004
BBA, Finance/Accounting
Deutsche Bank September 2012 - Present
Jones Lang LaSalle January 2011 - August 2012
PBL Capital May 2007 - November 2010
Bear, Stearns & Co. Inc. December 2006 - May 2007
Comerica Bank June 2005 - December 2006
Skills
Valuation, Capital Markets, Real Estate, CMBS, Capital
Education
Texas Christian University - M.J. Neeley School of Business 2000 — 2004
BBA, Finance/Accounting
Daniel Bilewich's Bear, Stearns & Co. Inc. Experience September 2007 - March 2008
Job Associate Director at TREASURY PARTNERS
Industry Financial Services
Experience
TREASURY PARTNERS May 2009 - Present
JPMorgan Chase March 2008 - May 2009
Bear, Stearns & Co. Inc. September 2007 - March 2008
New York Islanders May 2007 - August 2007
Education
Iona College 2003 — 2007
TREASURY PARTNERS May 2009 - Present
JPMorgan Chase March 2008 - May 2009
Bear, Stearns & Co. Inc. September 2007 - March 2008
New York Islanders May 2007 - August 2007
Education
Iona College 2003 — 2007
Geoffrey Lehv's Bear, Stearns & Co. Inc. Experience July 2005 - July 2007
Job Manager: Strategic Initiatives, at Pilgrim Pipeline Holdings, LLC
Industry Financial Services
Experience
Pilgrim Pipeline Holdings, LLC July 2014 - Present
Natixis October 2013 - June 2014
Natixis April 2010 - October 2013
Natixis August 2007 - April 2010
Bear, Stearns & Co. Inc. July 2005 - July 2007
Skills
Project Finance, Renewable Energy, Financial Structuring, Structured Finance, Loan Origination, Financial Modeling, Origination, Structuring, Capital Raising, Syndications, Corporate Finance, Due Diligence, Investment Banking, Mergers & Acquisitions, Valuation, Equities
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA (2013), Marketing / Finance
University of Michigan 2001 — 2005
Bachelor's of Science in Engineering, Mechanical Engineering
Pilgrim Pipeline Holdings, LLC July 2014 - Present
Natixis October 2013 - June 2014
Natixis April 2010 - October 2013
Natixis August 2007 - April 2010
Bear, Stearns & Co. Inc. July 2005 - July 2007
Skills
Project Finance, Renewable Energy, Financial Structuring, Structured Finance, Loan Origination, Financial Modeling, Origination, Structuring, Capital Raising, Syndications, Corporate Finance, Due Diligence, Investment Banking, Mergers & Acquisitions, Valuation, Equities
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA (2013), Marketing / Finance
University of Michigan 2001 — 2005
Bachelor's of Science in Engineering, Mechanical Engineering
Paul Vasilopoulos's Bear, Stearns & Co. Inc. Experience June 1997 - April 2000
Job Global Head of Communications and Cloud Investment banking at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. May 2012 - Present
Bank Street Group November 2009 - May 2012
Deutsche Bank February 2002 - November 2009
Morgan Stanley April 2000 - January 2002
Bear, Stearns & Co. Inc. June 1997 - April 2000
Wertheim Schroder August 1994 - June 1997
AT&T Bell Labs June 1988 - August 1992
Skills
Mergers, Investment Banking, Capital Markets, Corporate Development, Private Equity, Venture Capital, M&A experience, Valuation, Corporate Finance, Financial Modeling, Start-ups, Leveraged Finance, Investor Relations, Business Strategy, Emerging Markets, Due Diligence, Telecommunications, Equities, LBO, Structured Finance, Mergers & Acquisitions, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of California, Berkeley 1989 — 1990
MS, Electrical Engineering
Massachusetts Institute of Technology 1984 — 1988
BS, Electric Engineering
Oppenheimer & Co. Inc. May 2012 - Present
Bank Street Group November 2009 - May 2012
Deutsche Bank February 2002 - November 2009
Morgan Stanley April 2000 - January 2002
Bear, Stearns & Co. Inc. June 1997 - April 2000
Wertheim Schroder August 1994 - June 1997
AT&T Bell Labs June 1988 - August 1992
Skills
Mergers, Investment Banking, Capital Markets, Corporate Development, Private Equity, Venture Capital, M&A experience, Valuation, Corporate Finance, Financial Modeling, Start-ups, Leveraged Finance, Investor Relations, Business Strategy, Emerging Markets, Due Diligence, Telecommunications, Equities, LBO, Structured Finance, Mergers & Acquisitions, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
University of California, Berkeley 1989 — 1990
MS, Electrical Engineering
Massachusetts Institute of Technology 1984 — 1988
BS, Electric Engineering
Jonathan Stern's Bear, Stearns & Co. Inc. Experience July 2000 - June 2003
Job Analyst at York Capital
Industry Investment Management
Experience
York Capital July 2007 - Present
Bear Stearns Merchant Banking June 2003 - June 2005
Bear, Stearns & Co. Inc. July 2000 - June 2003
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Yale University 1996 — 2000
B.A., Economics
York Capital July 2007 - Present
Bear Stearns Merchant Banking June 2003 - June 2005
Bear, Stearns & Co. Inc. July 2000 - June 2003
Education
University of Pennsylvania - The Wharton School 2005 — 2007
Yale University 1996 — 2000
B.A., Economics
Mitchel Bornstein's Bear, Stearns & Co. Inc. Experience 1996 - 1996
Job Entrepreneur and CFO
Industry Venture Capital & Private Equity
Experience
UrbanRide May 2006 - Present
Compensia March 2005 - March 2006
Providian Financial 2002 - 2003
CPMi August 1998 - August 2001
Lehman Brothers July 1997 - July 1998
Bear, Stearns & Co. Inc. 1996 - 1996
Skills
Ground Transportation, Transportation, Airports, Tourism, Contract Negotiation, Fundraising, Private Equity, Mergers, Management, Finance, Accounting, Bookkeeping, Payroll, Mergers & Acquisitions, Financial Analysis, Entrepreneurship
Education
Anderson School at UCLA 2000 — 2002
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Yale University 1993 — 1997
Bachelor of Arts (BA), Economics
UrbanRide May 2006 - Present
Compensia March 2005 - March 2006
Providian Financial 2002 - 2003
CPMi August 1998 - August 2001
Lehman Brothers July 1997 - July 1998
Bear, Stearns & Co. Inc. 1996 - 1996
Skills
Ground Transportation, Transportation, Airports, Tourism, Contract Negotiation, Fundraising, Private Equity, Mergers, Management, Finance, Accounting, Bookkeeping, Payroll, Mergers & Acquisitions, Financial Analysis, Entrepreneurship
Education
Anderson School at UCLA 2000 — 2002
Master of Business Administration (MBA), Entrepreneurial and Small Business Operations
Yale University 1993 — 1997
Bachelor of Arts (BA), Economics
Cherie Fuhrman's Bear, Stearns & Co. Inc. Experience July 2003 - July 2005
Job Vice President at JPMorgan Chase
Industry Investment Management
Experience
J.P. Morgan April 2014 - Present
J.P. Morgan January 2010 - April 2014
Kingsland Capital Management October 2005 - January 2010
Bear, Stearns & Co. Inc. July 2003 - July 2005
Skills
Alternative Investments, Valuation, Credit Analysis, Investment Banking, Investment Advisory, Financial Analysis, Financial Planning, Financial Modeling
Education
Princeton University 1999 — 2003
AB, Political Economics
The Pingry School 1995 — 1999
J.P. Morgan April 2014 - Present
J.P. Morgan January 2010 - April 2014
Kingsland Capital Management October 2005 - January 2010
Bear, Stearns & Co. Inc. July 2003 - July 2005
Skills
Alternative Investments, Valuation, Credit Analysis, Investment Banking, Investment Advisory, Financial Analysis, Financial Planning, Financial Modeling
Education
Princeton University 1999 — 2003
AB, Political Economics
The Pingry School 1995 — 1999
Ari Zur's Bear, Stearns & Co. Inc. Experience June 1996 - June 1998
Job Partner at Brockway Moran & Partners, Inc.
Industry Venture Capital & Private Equity
Experience
Brockway Moran & Partners, Inc. April 2002 - Present
Cambridge Capital Partners LLC May 2001 - March 2002
Frontenac Company August 1998 - May 2000
Bear, Stearns & Co. Inc. June 1996 - June 1998
Skills
Corporate Development, Private Equity, Due Diligence, LBO, Mergers, Mergers & Acquisitions, Leveraged Finance, M&A experience, Valuation, Venture Capital, Corporate Finance, Investment Banking, Private Placements, Divestitures, Financial Modeling, Buyouts, Investments, Capital Markets, Management
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Management & Strategy
University of Pennsylvania 1992 — 1996
BA, International Relations
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics
North Miami Beach Senior High 1989 — 1992
Brockway Moran & Partners, Inc. April 2002 - Present
Cambridge Capital Partners LLC May 2001 - March 2002
Frontenac Company August 1998 - May 2000
Bear, Stearns & Co. Inc. June 1996 - June 1998
Skills
Corporate Development, Private Equity, Due Diligence, LBO, Mergers, Mergers & Acquisitions, Leveraged Finance, M&A experience, Valuation, Venture Capital, Corporate Finance, Investment Banking, Private Placements, Divestitures, Financial Modeling, Buyouts, Investments, Capital Markets, Management
Education
Northwestern University - Kellogg School of Management 2000 — 2001
MBA, Management & Strategy
University of Pennsylvania 1992 — 1996
BA, International Relations
University of Pennsylvania - The Wharton School 1992 — 1996
BS, Economics
North Miami Beach Senior High 1989 — 1992
David Gorski's Bear, Stearns & Co. Inc. Experience May 2006 - August 2006
Job CEO at Champion Services
Industry Computer Software
Experience
Champion Services 2015 - Present
Goldman Sachs June 2010 - 2015
Goldman Sachs June 2008 - June 2010
WisdomTree Asset Management January 2007 - August 2007
Wharton Entrepreneurial Programs September 2006 - June 2007
Bear, Stearns & Co. Inc. May 2006 - August 2006
Skills
Excel, Financial Modeling, Microsoft Office, Equities, Word, Programming
Education
The Wharton School (University of Pennsylvania) 2004 — 2008
B.S. in Economics, Operations and Information Management
University of Pennsylvania - School of Engineering and Applied Science 2004 — 2008
B.S. in Engineering, Systems Science and Engineering
The Wheatley School 2000 — 2004
Champion Services 2015 - Present
Goldman Sachs June 2010 - 2015
Goldman Sachs June 2008 - June 2010
WisdomTree Asset Management January 2007 - August 2007
Wharton Entrepreneurial Programs September 2006 - June 2007
Bear, Stearns & Co. Inc. May 2006 - August 2006
Skills
Excel, Financial Modeling, Microsoft Office, Equities, Word, Programming
Education
The Wharton School (University of Pennsylvania) 2004 — 2008
B.S. in Economics, Operations and Information Management
University of Pennsylvania - School of Engineering and Applied Science 2004 — 2008
B.S. in Engineering, Systems Science and Engineering
The Wheatley School 2000 — 2004
Megan Scullin's Bear, Stearns & Co. Inc. Experience March 2005 - October 2007
Job Business Development
Industry Hospitality
Experience
TradeWinds Island Resorts February 2014 - November 2014
TradeWinds Island Resorts July 2011 - February 2014
McGrath Systems December 2007 - March 2009
Bear, Stearns & Co. Inc. March 2005 - October 2007
Impac Lending Group August 2003 - February 2005
Skills
Account Management, Cold Calling, Sales Management, Sales, Business Development, Recruiting, Contract Negotiation, Management, Customer Service, Direct Sales, Marketing, New Business Development, Team Building
Education
La Salle University 1995 — 1999
Wildwood Catholic High School 1991 — 1995
TradeWinds Island Resorts February 2014 - November 2014
TradeWinds Island Resorts July 2011 - February 2014
McGrath Systems December 2007 - March 2009
Bear, Stearns & Co. Inc. March 2005 - October 2007
Impac Lending Group August 2003 - February 2005
Skills
Account Management, Cold Calling, Sales Management, Sales, Business Development, Recruiting, Contract Negotiation, Management, Customer Service, Direct Sales, Marketing, New Business Development, Team Building
Education
La Salle University 1995 — 1999
Wildwood Catholic High School 1991 — 1995
Lauren Lomasky's Bear, Stearns & Co. Inc. Experience 2004 - 2007
Job Student at NYSID
Industry Design
Experience
NYSID September 2008 - Present
Bear, Stearns & Co. Inc. 2004 - 2007
Education
University of Michigan
NYSID September 2008 - Present
Bear, Stearns & Co. Inc. 2004 - 2007
Education
University of Michigan
Courtney. Doran's Bear, Stearns & Co. Inc. Experience February 2003 - October 2005
Job Client Services Manager at Convexity Capital Management LP
Industry Investment Management
Experience
Convexity Capital Management LP 2005 - Present
Bear, Stearns & Co. Inc. February 2003 - October 2005
Education
Trinity College-Hartford 1998 — 2002
Convexity Capital Management LP 2005 - Present
Bear, Stearns & Co. Inc. February 2003 - October 2005
Education
Trinity College-Hartford 1998 — 2002
Aaron C. Buser's Bear, Stearns & Co. Inc. Experience 1993 - 1996
Job Corporate Counsel at SEI
Industry Investment Management
Experience
SEI July 2007 - Present
Stark & Stark 2004 - 2007
Flaster/Greenberg P.C. 2000 - 2004
Robb, Peck & McCooey 1996 - 2000
Bear, Stearns & Co. Inc. 1993 - 1996
Skills
Litigation, Corporate Law, Securities Regulation, Securities, Legal Writing, Corporate Governance, Legal Research, Due Diligence
Education
Rutgers University School of Law - Camden 1998 — 2001
JD
Rider University 1989 — 1993
BA
SEI July 2007 - Present
Stark & Stark 2004 - 2007
Flaster/Greenberg P.C. 2000 - 2004
Robb, Peck & McCooey 1996 - 2000
Bear, Stearns & Co. Inc. 1993 - 1996
Skills
Litigation, Corporate Law, Securities Regulation, Securities, Legal Writing, Corporate Governance, Legal Research, Due Diligence
Education
Rutgers University School of Law - Camden 1998 — 2001
JD
Rider University 1989 — 1993
BA
Ducommun, David's Bear, Stearns & Co. Inc. Experience August 1999 - Present
Job Vice President at Bear Stearns
Industry Investment Banking
Experience
Bear, Stearns & Co. Inc. August 1999 - Present
Education
The George Washington University 1995 — 1999
BA, Philosophy
Bear, Stearns & Co. Inc. August 1999 - Present
Education
The George Washington University 1995 — 1999
BA, Philosophy
Lewis Beshers's Bear, Stearns & Co. Inc. Experience 1999 - 2005
Job Independent Civic & Social Organization Professional
Industry Civic & Social Organization
Experience
Bayside Little League January 2007 - Present
Bear, Stearns & Co. Inc. 1999 - 2005
Donaldson Lufkin and Jenrette 1998 - 1999
Morgan Stanley 1996 - 1997
Dresdner Bank 1994 - 1995
Reuters 1994 - 1995
Coudert Brothers 1993 - 1994
Queens College CUNY 1989 - 1992
Education
Queens College 1989 — 1992
Computers
Bronx Science 1980 — 1984
Bayside Little League January 2007 - Present
Bear, Stearns & Co. Inc. 1999 - 2005
Donaldson Lufkin and Jenrette 1998 - 1999
Morgan Stanley 1996 - 1997
Dresdner Bank 1994 - 1995
Reuters 1994 - 1995
Coudert Brothers 1993 - 1994
Queens College CUNY 1989 - 1992
Education
Queens College 1989 — 1992
Computers
Bronx Science 1980 — 1984
Douglas Cahn's Bear, Stearns & Co. Inc. Experience August 2006 - December 2008
Job Relationship Manager at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase January 2009 - Present
Bear, Stearns & Co. Inc. August 2006 - December 2008
TD Waterhouse 1995 - 2006
Education
State University of New York Empire State College
JPMorgan Chase January 2009 - Present
Bear, Stearns & Co. Inc. August 2006 - December 2008
TD Waterhouse 1995 - 2006
Education
State University of New York Empire State College
Christopher Tsoi's Bear, Stearns & Co. Inc. Experience June 2007 - August 2007
Job Senior Financial Analyst at E2open
Industry Computer Software
Experience
E2open January 2014 - Present
Moelis & Company November 2012 - January 2014
Moelis & Company July 2012 - November 2012
Moelis & Company January 2012 - June 2012
Moelis & Company July 2011 - December 2011
Moelis & Company August 2009 - June 2011
Moelis & Company June 2008 - August 2008
Bear, Stearns & Co. Inc. June 2007 - August 2007
Bear, Stearns & Co. Inc. May 2006 - August 2006
Tudor Investment Corporation May 2005 - August 2005
Skills
Investment Banking, Valuation, Financial Modeling, Economics, LBO, Private Equity, Corporate Finance, Equity Research, DCF, Capital Markets, Hedge Funds, M&A experience, Bloomberg, Finance, Equities, Financial Analysis, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Michigan 2005 — 2009
Bachelor of Business Administration (BBA)
Greenwich High School 2001 — 2005
E2open January 2014 - Present
Moelis & Company November 2012 - January 2014
Moelis & Company July 2012 - November 2012
Moelis & Company January 2012 - June 2012
Moelis & Company July 2011 - December 2011
Moelis & Company August 2009 - June 2011
Moelis & Company June 2008 - August 2008
Bear, Stearns & Co. Inc. June 2007 - August 2007
Bear, Stearns & Co. Inc. May 2006 - August 2006
Tudor Investment Corporation May 2005 - August 2005
Skills
Investment Banking, Valuation, Financial Modeling, Economics, LBO, Private Equity, Corporate Finance, Equity Research, DCF, Capital Markets, Hedge Funds, M&A experience, Bloomberg, Finance, Equities, Financial Analysis, Mergers & Acquisitions
Education
University of Michigan - Stephen M. Ross School of Business 2006 — 2009
Bachelor of Business Administration (BBA), Finance, General
University of Michigan 2005 — 2009
Bachelor of Business Administration (BBA)
Greenwich High School 2001 — 2005
Russell Budnick's Bear, Stearns & Co. Inc. Experience July 2005 - March 2008
Job Executive Director Asset Management at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan February 2009 - April 2015
JPMorgan Chase & Co. March 2008 - February 2009
Bear, Stearns & Co. Inc. July 2005 - March 2008
Skills
Fixed Income, Investment Banking, Portfolio Management, Capital Markets, Asset Management, Investments, Equities, Financial Analysis, Strategy, High Yield Bonds, Preferred Stock, Credit, Trading, Government Bonds, corporate bonds, Hybrids
Education
Middlebury College 2001 — 2005
Bachelor of Arts (BA), Economics and Political Science (double major)
Brunswick School 1998 — 2001
J.P. Morgan Asset Management April 2015 - Present
J.P. Morgan February 2009 - April 2015
JPMorgan Chase & Co. March 2008 - February 2009
Bear, Stearns & Co. Inc. July 2005 - March 2008
Skills
Fixed Income, Investment Banking, Portfolio Management, Capital Markets, Asset Management, Investments, Equities, Financial Analysis, Strategy, High Yield Bonds, Preferred Stock, Credit, Trading, Government Bonds, corporate bonds, Hybrids
Education
Middlebury College 2001 — 2005
Bachelor of Arts (BA), Economics and Political Science (double major)
Brunswick School 1998 — 2001
Jim Boswell's Bear, Stearns & Co. Inc. Experience 1996 - 2006
Job Director Prime Brokerage Sales at Wells Fargo Securities
Industry Capital Markets
Experience
Wells Fargo Securities October 2013 - Present
UBS Investment Bank July 2006 - August 2013
UBS 2006 - August 2013
Bear, Stearns & Co. Inc. 1996 - 2006
RCM Capital Management September 1991 - January 1996
Education
San Francisco State University 1990 — 1993
Finance, General
Westwood High School 1986 — 1988
San Francisco State University
Wells Fargo Securities October 2013 - Present
UBS Investment Bank July 2006 - August 2013
UBS 2006 - August 2013
Bear, Stearns & Co. Inc. 1996 - 2006
RCM Capital Management September 1991 - January 1996
Education
San Francisco State University 1990 — 1993
Finance, General
Westwood High School 1986 — 1988
San Francisco State University
Hal Labret's Bear, Stearns & Co. Inc. Experience May 2004 - Present
Job
Industry Banking
Experience
Bear, Stearns & Co. Inc. May 2004 - Present
Education
Queens College 1977 — 1981
BA
New York Institute of Technology
MBA
Bear, Stearns & Co. Inc. May 2004 - Present
Education
Queens College 1977 — 1981
BA
New York Institute of Technology
MBA
Lori Abboud's Bear, Stearns & Co. Inc. Experience 1996 - 2000
Job AVP, Client Relationship Manager at Eaton Vance
Industry Financial Services
Experience
Eaton Vance 2012 - Present
Lighthouse Realty Group, Inc. 2003 - Present
Arrowstreet Capital, LP 2006 - 2012
Redbrick Capital Management 2004 - 2006
Robertson Stephens 2000 - 2002
Bear, Stearns & Co. Inc. 1996 - 2000
Skills
Employee Relations, Compensation, Talent Acquisition, Talent Management, Mediation, Employee Benefits, Deferred Compensation, Applicant Tracking..., Recruiting, College Recruiting, Performance Management, Onboarding, SDLC, Human Resources, Succession Planning
Education
Emmanuel College
Master of Science
Ohio University
BBA
Eaton Vance 2012 - Present
Lighthouse Realty Group, Inc. 2003 - Present
Arrowstreet Capital, LP 2006 - 2012
Redbrick Capital Management 2004 - 2006
Robertson Stephens 2000 - 2002
Bear, Stearns & Co. Inc. 1996 - 2000
Skills
Employee Relations, Compensation, Talent Acquisition, Talent Management, Mediation, Employee Benefits, Deferred Compensation, Applicant Tracking..., Recruiting, College Recruiting, Performance Management, Onboarding, SDLC, Human Resources, Succession Planning
Education
Emmanuel College
Master of Science
Ohio University
BBA
Beau Longino's Bear, Stearns & Co. Inc. Experience June 2006 - August 2007
Job Partner at Valor Consolidated
Industry Financial Services
Experience
Valor Consolidated LLC September 2013 - Present
Citadel LLC September 2011 - August 2013
Morgan Stanley January 2010 - September 2011
Hicks Holdings LLC June 2008 - April 2009
HPI Real Estate Services & Investments September 2007 - April 2008
Bear, Stearns & Co. Inc. June 2006 - August 2007
Bandera Ventures September 2005 - May 2006
Goldman Sachs Commercial Mortgage Capital May 2005 - July 2005
Trammell Crow Company May 2004 - July 2004
Macerich May 2003 - July 2003
Skills
Private Equity, Hedge Funds, Investment Banking, Real Estate, Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance
Southern Methodist University 2004 — 2006
Bachelor's Degree, Honors Finance
Highland Park High School 1998 — 2002
High School
Valor Consolidated LLC September 2013 - Present
Citadel LLC September 2011 - August 2013
Morgan Stanley January 2010 - September 2011
Hicks Holdings LLC June 2008 - April 2009
HPI Real Estate Services & Investments September 2007 - April 2008
Bear, Stearns & Co. Inc. June 2006 - August 2007
Bandera Ventures September 2005 - May 2006
Goldman Sachs Commercial Mortgage Capital May 2005 - July 2005
Trammell Crow Company May 2004 - July 2004
Macerich May 2003 - July 2003
Skills
Private Equity, Hedge Funds, Investment Banking, Real Estate, Consulting
Education
The University of Texas at Austin - The Red McCombs School of Business 2007 — 2009
Master of Business Administration (M.B.A.), Finance
Southern Methodist University 2004 — 2006
Bachelor's Degree, Honors Finance
Highland Park High School 1998 — 2002
High School
Michael Halper's Bear, Stearns & Co. Inc. Experience July 2001 - June 2003
Job Director of Research at ABS Investment Management
Industry Investment Management
Experience
ABS Investment Management LLC July 2003 - Present
Bear, Stearns & Co. Inc. July 2001 - June 2003
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Investments, Investment Management, Investment Banking, Capital Markets, Portfolio Management, Bloomberg, Financial Modeling, Fund Of Funds
Education
Chartered Financial Analyst
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
University of Michigan 1997 — 1999
ABS Investment Management LLC July 2003 - Present
Bear, Stearns & Co. Inc. July 2001 - June 2003
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Investments, Investment Management, Investment Banking, Capital Markets, Portfolio Management, Bloomberg, Financial Modeling, Fund Of Funds
Education
Chartered Financial Analyst
University of Michigan - Stephen M. Ross School of Business 1999 — 2001
University of Michigan 1997 — 1999
Raymond Leung's Bear, Stearns & Co. Inc. Experience May 2001 - October 2007
Job Managing Director at RBC
Industry Financial Services
Experience
RBC Capital Markets August 2014 - Present
Goldman Sachs October 2007 - August 2014
Bear, Stearns & Co. Inc. May 2001 - October 2007
UBS March 2000 - May 2001
Standard & Poor's 1988 - 2000
Skills
Fixed Income, High Yield, Hedge Funds, Credit Derivatives, Capital Markets, Alternative Investments, Credit Analysis, Equities, Investment Banking, Leveraged Finance, Bonds, Corporate Finance, Derivatives, Valuation, Bloomberg, Structured Products, Financial Modeling, Financial Structuring, Private Equity, Credit Risk, Emerging Markets, Structured Finance, Equity Research, Securitization, Equity Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1994
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
BS, Finance
RBC Capital Markets August 2014 - Present
Goldman Sachs October 2007 - August 2014
Bear, Stearns & Co. Inc. May 2001 - October 2007
UBS March 2000 - May 2001
Standard & Poor's 1988 - 2000
Skills
Fixed Income, High Yield, Hedge Funds, Credit Derivatives, Capital Markets, Alternative Investments, Credit Analysis, Equities, Investment Banking, Leveraged Finance, Bonds, Corporate Finance, Derivatives, Valuation, Bloomberg, Structured Products, Financial Modeling, Financial Structuring, Private Equity, Credit Risk, Emerging Markets, Structured Finance, Equity Research, Securitization, Equity Derivatives
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1994
MBA, International Finance
St. John's University, The Peter J. Tobin College of Business 1984 — 1988
BS, Finance
Debra L. Cherney's Bear, Stearns & Co. Inc. Experience 2005 - 2007
Job Partner, Bernstein Cherney LLP
Industry Law Practice
Experience
Bernstein Cherney LLP (and predecessor law firms) June 1998 - Present
Bear, Stearns & Co. Inc. 2005 - 2007
Sector, Inc. and SIAC 1987 - 1998
ISO 1983 - 1987
Skills
Transactional Matters, Contract Drafting,..., Real Estate Transactions, Commercial Transactions, Information Technology..., Construction,..., Intellectual Property..., Consulting Agreements, Purchase & Sale..., License Agreements, Risk Assessment, Licensing, Information Technology, Transactional Analysis, Commercial Litigation, Management, Property Management..., Contract Negotiation, Intellectual Property, Corporate Law, Privacy Law, Securities Regulation, Joint Ventures, Software Licensing, Due Diligence, Cross-border..., Mergers & Acquisitions, Arbitration
Education
New York University School of Law 1980 — 1983
J.D. Degree
Bernstein Cherney LLP (and predecessor law firms) June 1998 - Present
Bear, Stearns & Co. Inc. 2005 - 2007
Sector, Inc. and SIAC 1987 - 1998
ISO 1983 - 1987
Skills
Transactional Matters, Contract Drafting,..., Real Estate Transactions, Commercial Transactions, Information Technology..., Construction,..., Intellectual Property..., Consulting Agreements, Purchase & Sale..., License Agreements, Risk Assessment, Licensing, Information Technology, Transactional Analysis, Commercial Litigation, Management, Property Management..., Contract Negotiation, Intellectual Property, Corporate Law, Privacy Law, Securities Regulation, Joint Ventures, Software Licensing, Due Diligence, Cross-border..., Mergers & Acquisitions, Arbitration
Education
New York University School of Law 1980 — 1983
J.D. Degree
Stanislav Khutorskoy's Bear, Stearns & Co. Inc. Experience March 2007 - May 2008
Job Director of Integration, Science Implementation at AIG
Industry Financial Services
Experience
AIG December 2014 - Present
AIG May 2012 - December 2014
AIG May 2009 - May 2012
AIG May 2008 - May 2009
Bear, Stearns & Co. Inc. March 2007 - May 2008
Merrill Lynch May 2001 - March 2007
Education
Rutgers University-New Brunswick 2003 — 2007
MBA
Rutgers University-New Brunswick 1999 — 2002
BS
AIG December 2014 - Present
AIG May 2012 - December 2014
AIG May 2009 - May 2012
AIG May 2008 - May 2009
Bear, Stearns & Co. Inc. March 2007 - May 2008
Merrill Lynch May 2001 - March 2007
Education
Rutgers University-New Brunswick 2003 — 2007
MBA
Rutgers University-New Brunswick 1999 — 2002
BS
Andre Kang's Bear, Stearns & Co. Inc. Experience 1988 - 1989
Job Business Analyst Financial Service
Industry Information Technology and Services
Experience
PwC Consulting September 2010 - Present
Kang Consulting August 2005 - December 2009
Deloitte Consulting 2004 - 2005
IBM 2001 - 2004
PriceWaterhouseCoopers 1997 - 2001
Robert Plan 1993 - 1997
Bear, Stearns & Co. Inc. 1988 - 1989
Education
Stevens Institute of Technology 2009 — 2011
MS, Technology Management
Monmouth University 1982 — 1987
Bachelor of Science (BS)
PwC Consulting September 2010 - Present
Kang Consulting August 2005 - December 2009
Deloitte Consulting 2004 - 2005
IBM 2001 - 2004
PriceWaterhouseCoopers 1997 - 2001
Robert Plan 1993 - 1997
Bear, Stearns & Co. Inc. 1988 - 1989
Education
Stevens Institute of Technology 2009 — 2011
MS, Technology Management
Monmouth University 1982 — 1987
Bachelor of Science (BS)
Michael Pagano's Bear, Stearns & Co. Inc. Experience February 2006 - June 2008
Job Managing Director at Stifel Nicolaus & Co Inc
Industry Financial Services
Experience
Stifel Nicolaus June 2008 - Present
Bear, Stearns & Co. Inc. February 2006 - June 2008
Kaufman Bros. January 2003 - January 2006
Merrill Lynch June 1999 - December 2002
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Digital Media, Equities, Equity Research, Securities, Bloomberg, Capital Markets, Asset Management
Education
University of Delaware 1994 — 1998
BA, Economics, International Relations
Stifel Nicolaus June 2008 - Present
Bear, Stearns & Co. Inc. February 2006 - June 2008
Kaufman Bros. January 2003 - January 2006
Merrill Lynch June 1999 - December 2002
Skills
Series 7, Series 63, Alternative Investments, Hedge Funds, Digital Media, Equities, Equity Research, Securities, Bloomberg, Capital Markets, Asset Management
Education
University of Delaware 1994 — 1998
BA, Economics, International Relations
Rajesh Trivedi's Bear, Stearns & Co. Inc. Experience QA ManagerBrut ECN1999 - 2003
Job VP Quality Assurance at Bear, Stearns & Co. Inc.
Industry Financial Services
Experience
Bear, Stearns & Co. Inc. QA ManagerBrut ECN1999 - 2003
Education
Pune Institute of Computer Technology
Bear, Stearns & Co. Inc. QA ManagerBrut ECN1999 - 2003
Education
Pune Institute of Computer Technology
David Simko's Bear, Stearns & Co. Inc. Experience March 1995 - October 2007
Job at Cerberus Capital
Industry Information Technology and Services
Experience
Cerberus Capital Management May 2012 - Present
Lord Abbett September 2010 - June 2012
Westchester Medical Center 2008 - June 2010
Bear, Stearns & Co. Inc. March 1995 - October 2007
Simmons Market Research 1992 - 1995
Skills
Trading Systems, Fixed Income, Market Data, Vendor Management, IT Management, Project Management, Program Management, Process Improvement, Troubleshooting, Software Documentation, Integration, Business Analysis, System Administration
Education
Iona College 1998 — 2002
MS, Telecommunications
Pace University 1988 — 1993
BBA, M.I.S.
Archbishop Stepinac 1981 — 1985
NYS Regents
Cerberus Capital Management May 2012 - Present
Lord Abbett September 2010 - June 2012
Westchester Medical Center 2008 - June 2010
Bear, Stearns & Co. Inc. March 1995 - October 2007
Simmons Market Research 1992 - 1995
Skills
Trading Systems, Fixed Income, Market Data, Vendor Management, IT Management, Project Management, Program Management, Process Improvement, Troubleshooting, Software Documentation, Integration, Business Analysis, System Administration
Education
Iona College 1998 — 2002
MS, Telecommunications
Pace University 1988 — 1993
BBA, M.I.S.
Archbishop Stepinac 1981 — 1985
NYS Regents
Joe Weinberg's Bear, Stearns & Co. Inc. Experience January 1994 - December 2001
Job Senior Consultant at Pinnacle Titan Technology partners
Industry Computer Software
Experience
Titan Technology Partners August 2008 - Present
Pinnacle 2007 - Present
Ranzal & Associates January 2005 - December 2007
Ranzal 2004 - 2006
BearingPoint January 2005 - December 2005
Hyperion Solutions January 2001 - December 2004
Bear, Stearns & Co. Inc. January 1994 - December 2001
Drexel Burnham Lambert January 1986 - December 1994
Education
Tel Aviv University 1974 — 1978
Titan Technology Partners August 2008 - Present
Pinnacle 2007 - Present
Ranzal & Associates January 2005 - December 2007
Ranzal 2004 - 2006
BearingPoint January 2005 - December 2005
Hyperion Solutions January 2001 - December 2004
Bear, Stearns & Co. Inc. January 1994 - December 2001
Drexel Burnham Lambert January 1986 - December 1994
Education
Tel Aviv University 1974 — 1978
Ken Bauso's Bear, Stearns & Co. Inc. Experience August 1995 - August 2008
Job at Elementum Management
Industry Financial Services
Experience
Elementum Management October 2009 - Present
Bear, Stearns & Co. Inc. August 1995 - August 2008
Education
Rutgers University-New Brunswick
Elementum Management October 2009 - Present
Bear, Stearns & Co. Inc. August 1995 - August 2008
Education
Rutgers University-New Brunswick
Maria Gregoriev's Bear, Stearns & Co. Inc. Experience January 1983 - November 2007
Job Registered Representative at Financial Services
Industry Financial Services
Experience
Infinity Schools June 2013 - Present
Financial Services June 2012 - Present
VALIC July 2011 - April 2013
New York LIfe Insurance Company June 2009 - December 2009
Bear, Stearns & Co. Inc. January 1983 - November 2007
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Securities, Retirement, Series 63, Fixed Annuities, Insurance, Financial Services, Bonds, Bloomberg, IRAs, Life Insurance, Pensions, Finance, Wealth, Disability Insurance
Education
Loyola Marymount University 1978 — 1980
BA, English
Infinity Schools June 2013 - Present
Financial Services June 2012 - Present
VALIC July 2011 - April 2013
New York LIfe Insurance Company June 2009 - December 2009
Bear, Stearns & Co. Inc. January 1983 - November 2007
Skills
Mutual Funds, Investments, Series 7, Retirement Planning, Securities, Retirement, Series 63, Fixed Annuities, Insurance, Financial Services, Bonds, Bloomberg, IRAs, Life Insurance, Pensions, Finance, Wealth, Disability Insurance
Education
Loyola Marymount University 1978 — 1980
BA, English
Ian Shlasko's Bear, Stearns & Co. Inc. Experience October 2003 - June 2008
Job Vice President / Programmer at Highbridge Capital Management
Industry Computer Software
Experience
Highbridge Capital Management June 2013 - Present
Mariner February 2012 - December 2012
Black River Asset Management October 2008 - December 2011
Bear, Stearns & Co. Inc. October 2003 - June 2008
Skills
C#, .NET, VBA, Algorithms, Software Development, Object Oriented Design, WPF Development, VB.NET, Entity Framework, .NET Remoting, Relational Databases
Education
Stony Brook University 1998 — 2003
BS, Computer Science
Highbridge Capital Management June 2013 - Present
Mariner February 2012 - December 2012
Black River Asset Management October 2008 - December 2011
Bear, Stearns & Co. Inc. October 2003 - June 2008
Skills
C#, .NET, VBA, Algorithms, Software Development, Object Oriented Design, WPF Development, VB.NET, Entity Framework, .NET Remoting, Relational Databases
Education
Stony Brook University 1998 — 2003
BS, Computer Science
Rachel Yang-Thai, PMP's Bear, Stearns & Co. Inc. Experience April 1998 - May 2006
Job Project Management/Credit Risk at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 2009 - Present
JPMorgan Chase May 2006 - June 2009
Bear, Stearns & Co. Inc. April 1998 - May 2006
Skills
Market Risk, Credit Risk, VAR, Risk, Basel II, Market Data, Derivatives, Investment Banking, Business Analysis, Fixed Income, Trading, Trading Systems, Financial Risk
Education
Texas Tech University
Master of Science, MIS
Morgan Stanley June 2009 - Present
JPMorgan Chase May 2006 - June 2009
Bear, Stearns & Co. Inc. April 1998 - May 2006
Skills
Market Risk, Credit Risk, VAR, Risk, Basel II, Market Data, Derivatives, Investment Banking, Business Analysis, Fixed Income, Trading, Trading Systems, Financial Risk
Education
Texas Tech University
Master of Science, MIS
Harish Pai's Bear, Stearns & Co. Inc. Experience August 2004 - June 2008
Job at JP Morgan
Industry Information Technology and Services
Experience
JP Morgan June 2008 - Present
Bear, Stearns & Co. Inc. August 2004 - June 2008
divine / WHITTMANHART March 2001 - March 2004
American Pharmaceutical Partners 2002 - 2003
American Pharmaceutical Partners 2002 - 2003
Exel Logistics 2001 - 2002
Deluxe Media Services 2000 - 2002
Whittman-Hart / marchFIRST July 1997 - March 2001
Charles Levy Circulating 1999 - 2000
Littelfuse 1997 - 1998
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance
University of Mysore 1989 — 1993
Bachelor of Engineering, Electronics
National Public School 1985 — 1989
Eastwood School
JP Morgan June 2008 - Present
Bear, Stearns & Co. Inc. August 2004 - June 2008
divine / WHITTMANHART March 2001 - March 2004
American Pharmaceutical Partners 2002 - 2003
American Pharmaceutical Partners 2002 - 2003
Exel Logistics 2001 - 2002
Deluxe Media Services 2000 - 2002
Whittman-Hart / marchFIRST July 1997 - March 2001
Charles Levy Circulating 1999 - 2000
Littelfuse 1997 - 1998
Education
Northwestern University - Kellogg School of Management 2008 — 2010
MBA, Finance
University of Mysore 1989 — 1993
Bachelor of Engineering, Electronics
National Public School 1985 — 1989
Eastwood School
David (Dave) Peacock's Bear, Stearns & Co. Inc. Experience August 2001 - October 2007
Job Vice President Fixed Income Trading at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. August 2008 - Present
Bear, Stearns & Co. Inc. August 2001 - October 2007
TIAA-CREF 1999 - 2001
Seligman Data Corp February 1995 - June 1999
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
Northwestern University 1989 — 1993
Bachelor of Arts, Economics, Political Science
Oppenheimer & Co. August 2008 - Present
Bear, Stearns & Co. Inc. August 2001 - October 2007
TIAA-CREF 1999 - 2001
Seligman Data Corp February 1995 - June 1999
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
Northwestern University 1989 — 1993
Bachelor of Arts, Economics, Political Science
Randi-Ellen Lehrhoff's Bear, Stearns & Co. Inc. Experience August 1987 - March 2008
Job V.P. at JP Morgan Securities
Industry Investment Management
Experience
J.P. Morgan 2011 - Present
JP Morgan Securities Inc 1987 - Present
JP Morgan 1987 - January 2011
Bear, Stearns & Co. Inc. August 1987 - March 2008
Skills
Problem Solving, Prime Brokerage, Series 7, Securities, Fixed Income, Hedge Funds, Alternative Investments, Settlement, Asset Management
Education
The George Washington University - School of Business 1979 — 1983
BBA, Finance
J.P. Morgan 2011 - Present
JP Morgan Securities Inc 1987 - Present
JP Morgan 1987 - January 2011
Bear, Stearns & Co. Inc. August 1987 - March 2008
Skills
Problem Solving, Prime Brokerage, Series 7, Securities, Fixed Income, Hedge Funds, Alternative Investments, Settlement, Asset Management
Education
The George Washington University - School of Business 1979 — 1983
BBA, Finance
Benjamin Spira's Bear, Stearns & Co. Inc. Experience July 2007 - June 2008
Job Student at NYU School of Law
Industry Law Practice
Experience
State of NY Metropolitan Transportation Authority June 2011 - August 2011
The Door 2011 - 2011
Honorable Judge Judy Kluger, Chief of Policy and Planning for the NYS Court System June 2010 - August 2010
Q2 Sports and Entertainment May 2010 - August 2010
Bear, Stearns & Co. Inc. July 2007 - June 2008
Bear, Stearns & Co. June 2006 - August 2006
GE Commercial Finance July 2005 - December 2005
Dreskin, Gillman and Granet, Inc. May 2005 - July 2005
SK Affiliates, Inc. May 2004 - August 2004
Education
NYU School of Law 2009 — 2012
University of Pennsylvania 2003 — 2007
BA, Economics
State of NY Metropolitan Transportation Authority June 2011 - August 2011
The Door 2011 - 2011
Honorable Judge Judy Kluger, Chief of Policy and Planning for the NYS Court System June 2010 - August 2010
Q2 Sports and Entertainment May 2010 - August 2010
Bear, Stearns & Co. Inc. July 2007 - June 2008
Bear, Stearns & Co. June 2006 - August 2006
GE Commercial Finance July 2005 - December 2005
Dreskin, Gillman and Granet, Inc. May 2005 - July 2005
SK Affiliates, Inc. May 2004 - August 2004
Education
NYU School of Law 2009 — 2012
University of Pennsylvania 2003 — 2007
BA, Economics
Bettina Ferguson's Bear, Stearns & Co. Inc. Experience September 1984 - March 1986
Job Director of Finance at CRRA
Industry Renewables & Environment
Experience
Connecticut Resources Recovery Authority November 2001 - Present
Advest, Inc. July 1995 - November 2001
A.G. Edwards & Sons, Inc. March 1990 - September 1991
Ehrlich Bober March 1986 - March 1990
Bear, Stearns & Co. Inc. September 1984 - March 1986
Constitution State Corporate Credit Union June 1982 - September 1984
Education
The Cooper Union for the Advancement of Science and Art 1988 — 1990
Continuing Ed, Fine Arts and Art History
Mannes College The New School for Music 1988 — 1988
Continuing Ed, Music Theory
University of Connecticut 1978 — 1982
BA, Economics
Connecticut Resources Recovery Authority November 2001 - Present
Advest, Inc. July 1995 - November 2001
A.G. Edwards & Sons, Inc. March 1990 - September 1991
Ehrlich Bober March 1986 - March 1990
Bear, Stearns & Co. Inc. September 1984 - March 1986
Constitution State Corporate Credit Union June 1982 - September 1984
Education
The Cooper Union for the Advancement of Science and Art 1988 — 1990
Continuing Ed, Fine Arts and Art History
Mannes College The New School for Music 1988 — 1988
Continuing Ed, Music Theory
University of Connecticut 1978 — 1982
BA, Economics
Harry Erikson's Bear, Stearns & Co. Inc. Experience 1997 - 1999
Job Capital Markets Professional
Industry Capital Markets
Experience
Nomura Securities 2012 - 2014
Nomura Securities 2010 - 2012
Merrill Lynch 2008 - 2009
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2004 - 2006
UBS Investment Bank 2000 - 2004
Pershing, a BNY Mellon company 2000 - 2000
Bear, Stearns & Co. Inc. 1997 - 1999
Dreyfus 1995 - 1997
Skills
Middle Office, Fixed Income, Bonds, Settlement, MBS, Agency MBS, CMBS, Capital Markets, Customer Service, Investment Banking, Trading, Trading Systems, Bloomberg, MBS Whole Loans, Operations Management, US Treasuries, Microsoft Office, Management, Microsoft Excel, Project Management, Leadership, Sales, ABS, RMBS, Business Strategy, Microsoft Word, Research
Education
State University of New York College at Old Westbury
Bachelor's Degree, Accounting
University at Buffalo
Bachelor's Degree, Geography
Nomura Securities 2012 - 2014
Nomura Securities 2010 - 2012
Merrill Lynch 2008 - 2009
UBS Investment Bank 2006 - 2007
UBS Investment Bank 2004 - 2006
UBS Investment Bank 2000 - 2004
Pershing, a BNY Mellon company 2000 - 2000
Bear, Stearns & Co. Inc. 1997 - 1999
Dreyfus 1995 - 1997
Skills
Middle Office, Fixed Income, Bonds, Settlement, MBS, Agency MBS, CMBS, Capital Markets, Customer Service, Investment Banking, Trading, Trading Systems, Bloomberg, MBS Whole Loans, Operations Management, US Treasuries, Microsoft Office, Management, Microsoft Excel, Project Management, Leadership, Sales, ABS, RMBS, Business Strategy, Microsoft Word, Research
Education
State University of New York College at Old Westbury
Bachelor's Degree, Accounting
University at Buffalo
Bachelor's Degree, Geography
Anne Corwin's Bear, Stearns & Co. Inc. Experience 1982 - 2008
Job Human Resources Consultant and Coach
Industry Human Resources
Experience
TCG Coaching and Consulting September 2014 - Present
Murex North America 2010 - 2014
TCG Coaching and Consulting 2008 - 2010
Bear Stearns & Co. Inc. 1982 - 2008
Skills
Human Resources, Performance Management, Employee Relations, Leadership, Recruiting, Executive Coaching, Training Delivery, HRIS, Talent Management, Strategy, Career Counseling, HR Consulting, Talent Acquisition, Deferred Compensation, Onboarding, Consulting, Vendor Management, Program Management, Employee Training, Employer Branding, Workforce Planning, Organizational..., Coaching, Personnel Management, Applicant Tracking..., PeopleSoft, Management, Employee Engagement, CRM, Conflict Resolution, Leadership Development, Benefits Administration, Change Management, Employment Law, Succession Planning, Career Development, Management Consulting, Training, Mergers & Acquisitions, College Recruiting, Strategic HR, Organizational..., Employee Benefits, Organizational Design, Executive Search, HR Policies, Interviews
Education
American University - Kogod School of Business
MS, Human Resources
Union College
BA, American Studies
TCG Coaching and Consulting September 2014 - Present
Murex North America 2010 - 2014
TCG Coaching and Consulting 2008 - 2010
Bear Stearns & Co. Inc. 1982 - 2008
Skills
Human Resources, Performance Management, Employee Relations, Leadership, Recruiting, Executive Coaching, Training Delivery, HRIS, Talent Management, Strategy, Career Counseling, HR Consulting, Talent Acquisition, Deferred Compensation, Onboarding, Consulting, Vendor Management, Program Management, Employee Training, Employer Branding, Workforce Planning, Organizational..., Coaching, Personnel Management, Applicant Tracking..., PeopleSoft, Management, Employee Engagement, CRM, Conflict Resolution, Leadership Development, Benefits Administration, Change Management, Employment Law, Succession Planning, Career Development, Management Consulting, Training, Mergers & Acquisitions, College Recruiting, Strategic HR, Organizational..., Employee Benefits, Organizational Design, Executive Search, HR Policies, Interviews
Education
American University - Kogod School of Business
MS, Human Resources
Union College
BA, American Studies
Patricia Blair's Bear, Stearns & Co. Inc. Experience May 2004 - June 2008
Job Associate Documentation Specialist at JPMorgan
Industry Legal Services
Experience
JPMorgan June 2008 - June 2012
Bear, Stearns & Co. Inc. May 2004 - June 2008
Skills
Hedge Funds, Private Equity, Securities, Capital Markets
Education
Iowa State University 1996 — 2000
Bachelor of Science, Psychology
JPMorgan June 2008 - June 2012
Bear, Stearns & Co. Inc. May 2004 - June 2008
Skills
Hedge Funds, Private Equity, Securities, Capital Markets
Education
Iowa State University 1996 — 2000
Bachelor of Science, Psychology
Gregg Spiridellis's Bear, Stearns & Co. Inc. Experience 1995 - 1997
Job CEO Guy & CoFounder, JibJab Bros. Studios
Industry Entertainment
Experience
JibJab Bros. Studios October 1999 - Present
Bear, Stearns & Co. Inc. 1995 - 1997
Goldman Sachs 1993 - 1995
Skills
Venture Capital, Entrepreneurship, Digital Media, Start-ups, Monetization, Entertainment, New Media, Mobile Devices, Product Management, Online Advertising, E-commerce, Social Media, Strategy, Social Media Marketing, Digital Marketing, Mobile Applications, Business Strategy, Product Development, SEM, Creative Direction, Leadership, Content Strategy, User Experience, Strategic Partnerships, Marketing, Analytics, Video, Digital Strategy, Online Marketing, Web Analytics, SEO, Corporate Development, Mobile Marketing, Angel Investing, Omniture, Business Development
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Entrepreneurship
Rutgers University-New Brunswick 1989 — 1993
BS, Finance
JibJab Bros. Studios October 1999 - Present
Bear, Stearns & Co. Inc. 1995 - 1997
Goldman Sachs 1993 - 1995
Skills
Venture Capital, Entrepreneurship, Digital Media, Start-ups, Monetization, Entertainment, New Media, Mobile Devices, Product Management, Online Advertising, E-commerce, Social Media, Strategy, Social Media Marketing, Digital Marketing, Mobile Applications, Business Strategy, Product Development, SEM, Creative Direction, Leadership, Content Strategy, User Experience, Strategic Partnerships, Marketing, Analytics, Video, Digital Strategy, Online Marketing, Web Analytics, SEO, Corporate Development, Mobile Marketing, Angel Investing, Omniture, Business Development
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Entrepreneurship
Rutgers University-New Brunswick 1989 — 1993
BS, Finance
Alden Kinder's Bear, Stearns & Co. Inc. Experience May 2007 - August 2008
Job 1
Industry Investment Banking
Experience
TD Bank Group October 2010 - September 2011
UBS Investment Bank February 2010 - October 2010
Chanin Capital Partners September 2008 - October 2009
Bear, Stearns & Co. Inc. May 2007 - August 2008
Bear, Stearns & Co. Inc. June 2006 - August 2006
Education
Tufts University 2003 — 2007
Phillips Exeter Academy 2001 — 2004
Eaglebrook School 1994 — 1997
TD Bank Group October 2010 - September 2011
UBS Investment Bank February 2010 - October 2010
Chanin Capital Partners September 2008 - October 2009
Bear, Stearns & Co. Inc. May 2007 - August 2008
Bear, Stearns & Co. Inc. June 2006 - August 2006
Education
Tufts University 2003 — 2007
Phillips Exeter Academy 2001 — 2004
Eaglebrook School 1994 — 1997
Andrew Schiffrin's Bear, Stearns & Co. Inc. Experience May 2004 - May 2005
Job Portfolio Manager at BlueCrest Capital Management
Industry Financial Services
Experience
BlueCrest Capital Management, LLP July 2014 - Present
CR Intrinsic Investors, LLC August 2012 - January 2014
York Capital Management January 2010 - July 2012
York Capital Management June 2005 - December 2009
Bear, Stearns & Co. Inc. May 2004 - May 2005
Cravath, Swaine & Moore LLP October 2001 - March 2004
Education
New York University School of Law 1998 — 2001
Doctor of Law (JD)
McGill University 1994 — 1998
Bachelor of Science (BSc)
BlueCrest Capital Management, LLP July 2014 - Present
CR Intrinsic Investors, LLC August 2012 - January 2014
York Capital Management January 2010 - July 2012
York Capital Management June 2005 - December 2009
Bear, Stearns & Co. Inc. May 2004 - May 2005
Cravath, Swaine & Moore LLP October 2001 - March 2004
Education
New York University School of Law 1998 — 2001
Doctor of Law (JD)
McGill University 1994 — 1998
Bachelor of Science (BSc)
Ottavio Impastato's Bear, Stearns & Co. Inc. Experience June 2000 - July 2008
Job Business Developer Engineering
Industry Information Technology and Services
Experience
eScope Solutions, Inc. July 2008 - Present
Bear, Stearns & Co. Inc. June 2000 - July 2008
JPMC March 2008 - June 2008
SIAC 1995 - 2000
Skills
Business Analysis, IT Strategy, Trading Systems, Business Development, Data Center, IT Management, Integration, Disaster Recovery, Vendor Management, Process Improvement, Routing Protocols, SDLC, Telecommunications, Network Security, ITIL, Project Management, Management, Servers, Low Latency, BGP, Market Data, Network Engineering, PMP, Firewalls, Risk Management, OSPF, Unix, Switches, Enterprise Architecture, Information Security, Cisco Technologies
Education
State University of New York - System 1991 — 1995
4 Year, Electrical Engineering
eScope Solutions, Inc. July 2008 - Present
Bear, Stearns & Co. Inc. June 2000 - July 2008
JPMC March 2008 - June 2008
SIAC 1995 - 2000
Skills
Business Analysis, IT Strategy, Trading Systems, Business Development, Data Center, IT Management, Integration, Disaster Recovery, Vendor Management, Process Improvement, Routing Protocols, SDLC, Telecommunications, Network Security, ITIL, Project Management, Management, Servers, Low Latency, BGP, Market Data, Network Engineering, PMP, Firewalls, Risk Management, OSPF, Unix, Switches, Enterprise Architecture, Information Security, Cisco Technologies
Education
State University of New York - System 1991 — 1995
4 Year, Electrical Engineering
Claude Elivert's Bear, Stearns & Co. Inc. Experience June 2006 - October 2008
Job Property Staff Accountant
Industry Accounting
Experience
Nelson Management Group, Ltd August 2014 - Present
Health Care Science September 2013 - August 2014
Flextrade May 2011 - June 2013
Garden City Group November 2009 - April 2011
Bear, Stearns & Co. Inc. June 2006 - October 2008
Bear, Stearns & Co. Inc. June 2005 - June 2006
Skills
Accounting, Financial Analysis, Accounts Payable, Analysis
Education
Queens College 2002 — 2005
St. John's Prep
St. John's Prep
St. John's Prep
St. John's Prep
Nelson Management Group, Ltd August 2014 - Present
Health Care Science September 2013 - August 2014
Flextrade May 2011 - June 2013
Garden City Group November 2009 - April 2011
Bear, Stearns & Co. Inc. June 2006 - October 2008
Bear, Stearns & Co. Inc. June 2005 - June 2006
Skills
Accounting, Financial Analysis, Accounts Payable, Analysis
Education
Queens College 2002 — 2005
St. John's Prep
St. John's Prep
St. John's Prep
St. John's Prep
Michael Constantino, III's Bear, Stearns & Co. Inc. Experience July 1996 - August 2008
Job Senior Managing Director and Head of Corporate Strategy at Ally Financial Inc.
Industry Investment Banking
Experience
Ally Financial Inc. September 2008 - Present
Bear, Stearns & Co. Inc. July 1996 - August 2008
Education
University of Pennsylvania - The Wharton School
Ally Financial Inc. September 2008 - Present
Bear, Stearns & Co. Inc. July 1996 - August 2008
Education
University of Pennsylvania - The Wharton School
Mindy Nagorsky's Bear, Stearns & Co. Inc. Experience August 1994 - August 1996
Job Knowledge Strategy Analyst in Private Equity at Skadden Arps
Industry Legal Services
Experience
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2004 - June 2012
Skadden Arps September 1999 - December 2003
Bear, Stearns & Co. Inc. August 1994 - August 1996
Education
University of Chicago Law School 1996 — 1999
Doctor of Law (JD)
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Psychology, Magna Cum Laude
Wharton School, University of Pennsylvania 1990 — 1994
Bachelor of Science (BS), Accounting, Magna Cum Laude
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates January 2004 - June 2012
Skadden Arps September 1999 - December 2003
Bear, Stearns & Co. Inc. August 1994 - August 1996
Education
University of Chicago Law School 1996 — 1999
Doctor of Law (JD)
University of Pennsylvania 1990 — 1994
Bachelor of Arts (B.A.), Psychology, Magna Cum Laude
Wharton School, University of Pennsylvania 1990 — 1994
Bachelor of Science (BS), Accounting, Magna Cum Laude
Carlos Ruisanchez's Bear, Stearns & Co. Inc. Experience 1997 - 2008
Job President & Chief Financial Officer at Pinnacle Entertainment
Industry Gambling & Casinos
Experience
Pinnacle Entertainment May 2013 - Present
Pinnacle Entertainment March 2011 - April 2013
Pinnacle Entertainment September 2008 - March 2011
Bear, Stearns & Co. Inc. 1997 - 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1997
MBA
The University of Connecticut School of Business 1988 — 1992
BS, Finance
Pinnacle Entertainment May 2013 - Present
Pinnacle Entertainment March 2011 - April 2013
Pinnacle Entertainment September 2008 - March 2011
Bear, Stearns & Co. Inc. 1997 - 2008
Education
University of California, Berkeley - Walter A. Haas School of Business 1995 — 1997
MBA
The University of Connecticut School of Business 1988 — 1992
BS, Finance
Demetrios J. Nanavrakis's Bear, Stearns & Co. Inc. Experience September 2004 - August 2008
Job MBS Operations & Secondary Support at Mitsubishi UFJ Securities (America), Inc.
Industry Financial Services
Experience
Mitsubishi UFJ Securities (USA), Inc. September 2015 - Present
Daiwa Capital Markets August 2012 - September 2015
Morgan Stanley November 2011 - July 2012
MF Global May 2011 - November 2011
Morgan Stanley March 2010 - May 2011
Marathon National Bank of New York October 2008 - March 2010
Bear, Stearns & Co. Inc. September 2004 - August 2008
Skills
Fixed Income, Capital Markets, MBS, Middle Office, Operations Management, Series 7, Trading Systems, Bloomberg Terminal, Back Office, Settlement, ETFs, Credit Derivatives, Equities
Education
Loyola College in Maryland 1999 — 2003
Bachelor, Business Administration, International Business
Chaminade High School 1995 — 1999
High School Diploma
Mitsubishi UFJ Securities (USA), Inc. September 2015 - Present
Daiwa Capital Markets August 2012 - September 2015
Morgan Stanley November 2011 - July 2012
MF Global May 2011 - November 2011
Morgan Stanley March 2010 - May 2011
Marathon National Bank of New York October 2008 - March 2010
Bear, Stearns & Co. Inc. September 2004 - August 2008
Skills
Fixed Income, Capital Markets, MBS, Middle Office, Operations Management, Series 7, Trading Systems, Bloomberg Terminal, Back Office, Settlement, ETFs, Credit Derivatives, Equities
Education
Loyola College in Maryland 1999 — 2003
Bachelor, Business Administration, International Business
Chaminade High School 1995 — 1999
High School Diploma
Rachel Franco's Bear, Stearns & Co. Inc. Experience May 1996 - June 2002
Job Positive Psychology Life Coach
Industry Mental Health Care
Experience
Learned Happiness LLC April 2014 - Present
Legacy Capital LLC June 2008 - June 2009
Bear, Stearns & Co. Inc. May 1996 - June 2002
PaineWebber, Inc. June 1995 - May 1996
Bear, Stearns & Co. Inc. January 1995 - July 1995
Kidder, Peabody Inc. August 1994 - December 1994
Skills
Management, Feature Articles, Books, Fitness, Access, Wealth Management, Social Media, Public Relations, Brochures, Marketing Communications, Editing, Public Speaking, Social Media Marketing, Research, Media Relations, Marketing Strategy, Corporate Communications
Education
Certified Positive Psychology Coaching
Certification in Positive Psychology Coaching, Psychology
Sacred Heart University 2011 — 2013
Master of Science in Applied Psychology, Community Track
Writer's Bootcamp 2000 — 2002
Playwriting and Screenwriting
The University of Connecticut 1993 — 1995
BA Economics, Economics
The Ohio State University 1989 — 1992
Business
Learned Happiness LLC April 2014 - Present
Legacy Capital LLC June 2008 - June 2009
Bear, Stearns & Co. Inc. May 1996 - June 2002
PaineWebber, Inc. June 1995 - May 1996
Bear, Stearns & Co. Inc. January 1995 - July 1995
Kidder, Peabody Inc. August 1994 - December 1994
Skills
Management, Feature Articles, Books, Fitness, Access, Wealth Management, Social Media, Public Relations, Brochures, Marketing Communications, Editing, Public Speaking, Social Media Marketing, Research, Media Relations, Marketing Strategy, Corporate Communications
Education
Certified Positive Psychology Coaching
Certification in Positive Psychology Coaching, Psychology
Sacred Heart University 2011 — 2013
Master of Science in Applied Psychology, Community Track
Writer's Bootcamp 2000 — 2002
Playwriting and Screenwriting
The University of Connecticut 1993 — 1995
BA Economics, Economics
The Ohio State University 1989 — 1992
Business
Dagmar Smek's Bear, Stearns & Co. Inc. Experience November 2000 - June 2008
Job Lawyer
Industry Financial Services
Experience
Nomura Securities International, Inc. February 2010 - October 2012
Bear, Stearns & Co. Inc. November 2000 - June 2008
Clifford Chance September 1998 - November 2000
Education
Georgetown University Law Center 1995 — 1998
JD
University of California, Santa Barbara 1991 — 1995
BA, Literature; Law & Society
Nomura Securities International, Inc. February 2010 - October 2012
Bear, Stearns & Co. Inc. November 2000 - June 2008
Clifford Chance September 1998 - November 2000
Education
Georgetown University Law Center 1995 — 1998
JD
University of California, Santa Barbara 1991 — 1995
BA, Literature; Law & Society
Cheng Yeh's Bear, Stearns & Co. Inc. Experience May 2004 - October 2004
Job Vice President, Data Conversion Management at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc September 2013 - Present
Envestnet, Inc April 2007 - September 2013
Envestnet, Inc April 2005 - April 2007
Bear, Stearns & Co. Inc. May 2004 - October 2004
Banc One Securities Corporation May 2000 - April 2004
Lind-Waldock & Company LLC June 1997 - April 2004
Skills
Risk Management, Series 63, Performance Management, Series 7, Team Building, Portfolio Management, Options, Equities, Bonds, Derivatives, Investments, Management, Financial Services, Banking, Mutual Funds, Bloomberg, Business Analysis, Trading, Investment Advisory, Analysis, Asset Allocation, Fixed Income, Securities, Wealth Management
Education
Quinlan School of Business, Loyola University Chicago 2001 — 2004
MBA, Finance
University of California, Los Angeles 1992 — 1996
B.A., Economics
Envestnet, Inc September 2013 - Present
Envestnet, Inc April 2007 - September 2013
Envestnet, Inc April 2005 - April 2007
Bear, Stearns & Co. Inc. May 2004 - October 2004
Banc One Securities Corporation May 2000 - April 2004
Lind-Waldock & Company LLC June 1997 - April 2004
Skills
Risk Management, Series 63, Performance Management, Series 7, Team Building, Portfolio Management, Options, Equities, Bonds, Derivatives, Investments, Management, Financial Services, Banking, Mutual Funds, Bloomberg, Business Analysis, Trading, Investment Advisory, Analysis, Asset Allocation, Fixed Income, Securities, Wealth Management
Education
Quinlan School of Business, Loyola University Chicago 2001 — 2004
MBA, Finance
University of California, Los Angeles 1992 — 1996
B.A., Economics
Kim Boyle's Bear, Stearns & Co. Inc. Experience June 1987 - November 2007
Job Vice President, Producer of Conferences & Events at JP Morgan Chase & Co., Inc.
Industry Broadcast Media
Experience
JP Morgan Chase & Co., Inc. October 2012 - Present
JP Morgan Chase, New York, NY February 2012 - October 2012
JP Morgan Chase December 2010 - February 2012
JPMorgan Chase July 2010 - December 2010
JPMorgan Chase November 2008 - July 2010
Bear, Stearns & Co. Inc. June 1987 - November 2007
Bear Stearns 1987 - 2007
Skills
Broadcast, Project Management, Strategic Planning, Vendor Management, Budgets, Marketing
Education
Saint John's University 1982 — 1986
BS, Communications, Marketing
JP Morgan Chase & Co., Inc. October 2012 - Present
JP Morgan Chase, New York, NY February 2012 - October 2012
JP Morgan Chase December 2010 - February 2012
JPMorgan Chase July 2010 - December 2010
JPMorgan Chase November 2008 - July 2010
Bear, Stearns & Co. Inc. June 1987 - November 2007
Bear Stearns 1987 - 2007
Skills
Broadcast, Project Management, Strategic Planning, Vendor Management, Budgets, Marketing
Education
Saint John's University 1982 — 1986
BS, Communications, Marketing
Donna DiDomenico's Bear, Stearns & Co. Inc. Experience July 2007 - June 2008
Job Assistant Vice President at HSBC Securities
Industry Financial Services
Experience
HSBC Global Banking and Markets February 2013 - Present
HSBC Global Banking and Markets January 2013 - February 2014
HSBC Global Banking and Markets February 2010 - January 2012
BlackRock June 2008 - March 2009
Bear, Stearns & Co. Inc. July 2007 - June 2008
Lehman Brothers Inc. June 2006 - August 2006
Lehman Brothers May 2005 - August 2005
Skills
Equities, Portfolio Management, Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Securities, Bloomberg, Series 7, Derivatives, Corporate Governance, Business Analysis..., Non-profit Program..., Corporate Social..., Marketing Strategy, Operations Management, Management, Financial Analysis, Business Development, Investment Advisory, Impact Investing, Bank Relationship..., Remediation, Change Management, B2B Marketing, Credit Risk, Financial Reporting, Strategic Planning, FX Hedging, Interest Rates, CRM, Investment Banking
Education
S.I. Newhouse School of Public Communications at Syracuse University 2003 — 2007
Photojournalism
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Marketing
Syracuse University - Maxwell School 2003 — 2007
Near and Middle Eastern Studies
Syracuse University 2003 — 2007
Bachelors of Science with Honors, Photojournalism, Marketing, Middle Eastern Studies, Magna Cum Laude
University of Pittsburgh 2006 — 2006
Semester at Sea
Dana Hall School 1999 — 2003
Secondary School
HSBC Global Banking and Markets February 2013 - Present
HSBC Global Banking and Markets January 2013 - February 2014
HSBC Global Banking and Markets February 2010 - January 2012
BlackRock June 2008 - March 2009
Bear, Stearns & Co. Inc. July 2007 - June 2008
Lehman Brothers Inc. June 2006 - August 2006
Lehman Brothers May 2005 - August 2005
Skills
Equities, Portfolio Management, Fixed Income, Hedge Funds, Financial Modeling, Capital Markets, Securities, Bloomberg, Series 7, Derivatives, Corporate Governance, Business Analysis..., Non-profit Program..., Corporate Social..., Marketing Strategy, Operations Management, Management, Financial Analysis, Business Development, Investment Advisory, Impact Investing, Bank Relationship..., Remediation, Change Management, B2B Marketing, Credit Risk, Financial Reporting, Strategic Planning, FX Hedging, Interest Rates, CRM, Investment Banking
Education
S.I. Newhouse School of Public Communications at Syracuse University 2003 — 2007
Photojournalism
Syracuse University - Martin J. Whitman School of Management 2003 — 2007
Marketing
Syracuse University - Maxwell School 2003 — 2007
Near and Middle Eastern Studies
Syracuse University 2003 — 2007
Bachelors of Science with Honors, Photojournalism, Marketing, Middle Eastern Studies, Magna Cum Laude
University of Pittsburgh 2006 — 2006
Semester at Sea
Dana Hall School 1999 — 2003
Secondary School
Rey Bartolome's Bear, Stearns & Co. Inc. Experience January 1998 - April 2008
Job Vice President
Industry Banking
Experience
JPMorgan Chase May 2009 - Present
Bear, Stearns & Co. Inc. January 1998 - April 2008
Skills
Data Center, Unix, Market Data, Capital Markets, Trading Systems, Disaster Recovery, Investment Banking, Electronic Trading, Prime Brokerage, Vendor Management, Fixed Income, Equities, SDLC, Business Analysis, Low Latency, Risk Management, Banking, TCP/IP, Integration, Solaris, IT Operations, Visio, Cluster, IT Management, High Availability, Servers, ITIL, System Administration, Troubleshooting, IT Service Management, Infrastructure, Security, Virtualization, Enterprise Architecture, Operating Systems, Technical Support, Active Directory
Education
Saint Louis University (PH) 1980 — 1985
BS
JPMorgan Chase May 2009 - Present
Bear, Stearns & Co. Inc. January 1998 - April 2008
Skills
Data Center, Unix, Market Data, Capital Markets, Trading Systems, Disaster Recovery, Investment Banking, Electronic Trading, Prime Brokerage, Vendor Management, Fixed Income, Equities, SDLC, Business Analysis, Low Latency, Risk Management, Banking, TCP/IP, Integration, Solaris, IT Operations, Visio, Cluster, IT Management, High Availability, Servers, ITIL, System Administration, Troubleshooting, IT Service Management, Infrastructure, Security, Virtualization, Enterprise Architecture, Operating Systems, Technical Support, Active Directory
Education
Saint Louis University (PH) 1980 — 1985
BS
Jim Lenthe's Bear, Stearns & Co. Inc. Experience May 1998 - October 2008
Job Director, HRIS & Talent at PDI, Inc.
Industry Retail
Experience
PDI, Inc. August 2014 - Present
Toys R Us October 2008 - Present
JPMorgan Chase March 2008 - October 2008
Bear, Stearns & Co. Inc. May 1998 - October 2008
Bear, Stearns & Co. Inc. July 1996 - May 1998
Bear, Stearns & Co. Inc February 1991 - July 1996
Skills
PeopleSoft, HRIS, Talent Management, Performance Management, Onboarding, Taleo, Applicant Tracking..., Succession Planning, Human Resources, Employee Relations, Recruiting, Employee Benefits, Strategy, Management
Education
Quincy University 1986 — 1990
Bachelor of Science (BS), Human Resources Management and Services
Quincy University 1986 — 1990
BS, Human Resources Management/Personnel Administration, General
PDI, Inc. August 2014 - Present
Toys R Us October 2008 - Present
JPMorgan Chase March 2008 - October 2008
Bear, Stearns & Co. Inc. May 1998 - October 2008
Bear, Stearns & Co. Inc. July 1996 - May 1998
Bear, Stearns & Co. Inc February 1991 - July 1996
Skills
PeopleSoft, HRIS, Talent Management, Performance Management, Onboarding, Taleo, Applicant Tracking..., Succession Planning, Human Resources, Employee Relations, Recruiting, Employee Benefits, Strategy, Management
Education
Quincy University 1986 — 1990
Bachelor of Science (BS), Human Resources Management and Services
Quincy University 1986 — 1990
BS, Human Resources Management/Personnel Administration, General
Rose Sabangan's Bear, Stearns & Co. Inc. Experience September 2000 - August 2008
Job Editor/DTP Equity Research at Macquarie Securities
Industry Financial Services
Experience
Macquarie Securities February 2009 - Present
Bear, Stearns & Co. Inc. September 2000 - August 2008
Education
Sarah Lawrence College
B.A. Liberal Arts, Writing, Mathematics, Computer Science
Macquarie Securities February 2009 - Present
Bear, Stearns & Co. Inc. September 2000 - August 2008
Education
Sarah Lawrence College
B.A. Liberal Arts, Writing, Mathematics, Computer Science
Marcy Gordon's Bear, Stearns & Co. Inc. Experience 2002 - 2006
Job Law Practice Professional
Industry Law Practice
Experience
Bear, Stearns & Co. Inc. 2002 - 2006
Shearson Lehman Brothers 1992 - 1993
Education
Swarthmore College
Bear, Stearns & Co. Inc. 2002 - 2006
Shearson Lehman Brothers 1992 - 1993
Education
Swarthmore College
Lars Greiner's Bear, Stearns & Co. Inc. Experience 1995 - May 2008
Job Managing Director at Bear Stearns
Industry Financial Services
Experience
J.P. Morgan Securities June 2008 - Present
Bear, Stearns & Co. Inc. 1995 - May 2008
Oppenheimer & Co. Inc. January 1993 - June 1995
Drexel Burnham Lambert 1987 - 1989
Skills
Risk Management, Portfolio Management, Business Analysis, Equities, Investment Banking, Financial Services, Capital Markets, Fixed Income, Asset Management, Financial Modeling
Education
Ripon College 1983 — 1986
Bachelor of Arts (B.A.), Economics, German
Rheinische Friedrich-Wilhelms-Universität Bonn
J.P. Morgan Securities June 2008 - Present
Bear, Stearns & Co. Inc. 1995 - May 2008
Oppenheimer & Co. Inc. January 1993 - June 1995
Drexel Burnham Lambert 1987 - 1989
Skills
Risk Management, Portfolio Management, Business Analysis, Equities, Investment Banking, Financial Services, Capital Markets, Fixed Income, Asset Management, Financial Modeling
Education
Ripon College 1983 — 1986
Bachelor of Arts (B.A.), Economics, German
Rheinische Friedrich-Wilhelms-Universität Bonn
Paul Finger's Bear, Stearns & Co. Inc. Experience 2001 - 2008
Job Managing Director CoHead of U.S. Media Coverage at JPMorgan Investment Banking
Industry Investment Banking
Experience
JPMorgan June 2008 - Present
Bear, Stearns & Co. Inc. 2001 - 2008
Education
The University of Chicago
MBA
University of Notre Dame
BS
JPMorgan June 2008 - Present
Bear, Stearns & Co. Inc. 2001 - 2008
Education
The University of Chicago
MBA
University of Notre Dame
BS
Jonathan Shapiro's Bear, Stearns & Co. Inc. Experience 1996 - 2008
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch July 2008 - Present
Bear, Stearns & Co. Inc. 1996 - 2008
Skills
Capital Markets, Corporate Finance, Equities, Financial Modeling, Investment Banking, Investments, Private Equity, Valuation
Education
Union College 1992 — 1996
Ba, Economics
Bank of America Merrill Lynch July 2008 - Present
Bear, Stearns & Co. Inc. 1996 - 2008
Skills
Capital Markets, Corporate Finance, Equities, Financial Modeling, Investment Banking, Investments, Private Equity, Valuation
Education
Union College 1992 — 1996
Ba, Economics
Robert Kane's Bear, Stearns & Co. Inc. Experience October 2007 - May 2008
Job
Industry Law Practice
Experience
Time Warner Inc. November 2009 - Present
JP Morgan Chase May 2008 - November 2009
Bear, Stearns & Co. Inc. October 2007 - May 2008
Proskauer Rose LLP 1994 - 2007
Skills
Securities Regulation, Corporate Governance, Licensing, Intellectual Property, Corporate Law, Joint Ventures, Private Equity, Mergers, Securities, Business Strategy, Management, Sarbanes-Oxley Act, Contract Negotiation, Executive Pay, SEC Filings
Education
St. John's University School of Law 1990 — 1993
JD
Washington University in St. Louis 1986 — 1990
BSBA
Time Warner Inc. November 2009 - Present
JP Morgan Chase May 2008 - November 2009
Bear, Stearns & Co. Inc. October 2007 - May 2008
Proskauer Rose LLP 1994 - 2007
Skills
Securities Regulation, Corporate Governance, Licensing, Intellectual Property, Corporate Law, Joint Ventures, Private Equity, Mergers, Securities, Business Strategy, Management, Sarbanes-Oxley Act, Contract Negotiation, Executive Pay, SEC Filings
Education
St. John's University School of Law 1990 — 1993
JD
Washington University in St. Louis 1986 — 1990
BSBA
Joseph M. La Micela's Bear, Stearns & Co. Inc. Experience July 2003 - April 2008
Job Vice President, Assistant General Counsel at Cantor Fitzgerald & Co.
Industry Law Practice
Experience
Cantor Fitzgerald & Co. August 2013 - Present
Trinacrian Sun Capital Management, LLC August 2012 - Present
JPMorgan Chase & Co. May 2008 - June 2012
Bear, Stearns & Co. Inc. July 2003 - April 2008
Kronish, Lieb, Weiner & Hellman LLP October 2002 - May 2003
Kaye Scholer LLP August 2001 - September 2002
Republic National Bank/HSBC Bank USA August 1999 - July 2001
Skills
Securities, FINRA, Litigation, Hedge Funds, Litigation Support, Due Diligence, Capital Markets, Securities Regulation, Securities Litigation, Trading, Trading Systems, Electronic Trading, Equity Trading, Trading Strategies, Corporate Law, Corporate Governance, AML, Series 24, Derivatives, Series 7, Equities, Private Equity, Alternative Investments, Financial Services, Prime Brokerage, Structured Finance, Anti Money Laundering
Education
St. John's University School of Law 1996 — 1999
J.D., Law
New York University 1988 — 1993
BA, History, Political Science, Economics
Monsignor McClancy Memorial High School 1984 — 1988
High School
Cantor Fitzgerald & Co. August 2013 - Present
Trinacrian Sun Capital Management, LLC August 2012 - Present
JPMorgan Chase & Co. May 2008 - June 2012
Bear, Stearns & Co. Inc. July 2003 - April 2008
Kronish, Lieb, Weiner & Hellman LLP October 2002 - May 2003
Kaye Scholer LLP August 2001 - September 2002
Republic National Bank/HSBC Bank USA August 1999 - July 2001
Skills
Securities, FINRA, Litigation, Hedge Funds, Litigation Support, Due Diligence, Capital Markets, Securities Regulation, Securities Litigation, Trading, Trading Systems, Electronic Trading, Equity Trading, Trading Strategies, Corporate Law, Corporate Governance, AML, Series 24, Derivatives, Series 7, Equities, Private Equity, Alternative Investments, Financial Services, Prime Brokerage, Structured Finance, Anti Money Laundering
Education
St. John's University School of Law 1996 — 1999
J.D., Law
New York University 1988 — 1993
BA, History, Political Science, Economics
Monsignor McClancy Memorial High School 1984 — 1988
High School
Mitchell Halpern's Bear, Stearns & Co. Inc. Experience 1990 - 1994
Job Chief Compliance Officer at Ariston Wealth Management, L.P.
Industry Financial Services
Experience
Ariston Wealth Management, L.P. May 2014 - Present
Meyers Associates L.P. November 2011 - November 2013
Meyers Associates,L.P. September 2009 - November 2011
Prestige Financial Center, Inc. May 2009 - September 2009
Bishop Rosen December 2006 - March 2009
Gilford Securities Incorporated 2000 - 2006
SG Cowen Securities Corporation 1999 - 1999
Oscar Gruss & Son Incorporated July 1996 - November 1997
Bear, Stearns & Co. Inc. 1990 - 1994
LF Rothschild June 1968 - April 1990
Skills
Series 24, Series 7, AML, KYC, Trading, Mutual Funds, Series 63, Options, Investments, Equities, Compliance, FINRA, Securities, Bonds, OFAC, Derivatives, Fixed Income, Risk Management, Alternative Investments, Capital Markets, Asset Management, ETFs, Bloomberg, Financial Services, Prime Brokerage, Investment Banking, Securities Regulation
Education
LIU Brooklyn 1965 — 1970
BS, Mathematics
Ariston Wealth Management, L.P. May 2014 - Present
Meyers Associates L.P. November 2011 - November 2013
Meyers Associates,L.P. September 2009 - November 2011
Prestige Financial Center, Inc. May 2009 - September 2009
Bishop Rosen December 2006 - March 2009
Gilford Securities Incorporated 2000 - 2006
SG Cowen Securities Corporation 1999 - 1999
Oscar Gruss & Son Incorporated July 1996 - November 1997
Bear, Stearns & Co. Inc. 1990 - 1994
LF Rothschild June 1968 - April 1990
Skills
Series 24, Series 7, AML, KYC, Trading, Mutual Funds, Series 63, Options, Investments, Equities, Compliance, FINRA, Securities, Bonds, OFAC, Derivatives, Fixed Income, Risk Management, Alternative Investments, Capital Markets, Asset Management, ETFs, Bloomberg, Financial Services, Prime Brokerage, Investment Banking, Securities Regulation
Education
LIU Brooklyn 1965 — 1970
BS, Mathematics
Marcy Gordon's Bear, Stearns & Co. Inc. Experience 2002 - 2006
Job Law Practice Professional
Industry Law Practice
Experience
Jefferies LLC May 2012 - November 2014
Technology Practice Group March 2011 - May 2012
Bortstein Legal Group 2010 - 2011
American Express April 2010 - October 2010
Psychic Planner, Inc. 1985 - 2010
UBS 2006 - 2008
Bear, Stearns & Co. Inc. 2002 - 2006
Bear Stearns & Co. (Legal Department) 2002 - 2006
Prodigy 2000 - 2000
Prodigy Internet 2000 - 2000
Education
Rutgers University School of Law - Camden 1982 — 1985
Doctor of Law (J.D.), Law
Swarthmore College 1974 — 1979
Bachelor of Arts (B.A.), Psychology
Jefferies LLC May 2012 - November 2014
Technology Practice Group March 2011 - May 2012
Bortstein Legal Group 2010 - 2011
American Express April 2010 - October 2010
Psychic Planner, Inc. 1985 - 2010
UBS 2006 - 2008
Bear, Stearns & Co. Inc. 2002 - 2006
Bear Stearns & Co. (Legal Department) 2002 - 2006
Prodigy 2000 - 2000
Prodigy Internet 2000 - 2000
Education
Rutgers University School of Law - Camden 1982 — 1985
Doctor of Law (J.D.), Law
Swarthmore College 1974 — 1979
Bachelor of Arts (B.A.), Psychology
Susanne M. Thevenet's Bear, Stearns & Co. Inc. Experience 1993 - 2008
Job Paralegal at York Risk Services Group, Inc.
Industry Insurance
Experience
Bear, Stearns & Co. Inc. 1993 - 2008
Bankers Association for Foreign Trade 1984 - 1993
IC Industries, Inc. 1978 - 1984
Skills
Management, Insurance
Education
Montclair State University 1971 — 1975
B.A.
Bear, Stearns & Co. Inc. 1993 - 2008
Bankers Association for Foreign Trade 1984 - 1993
IC Industries, Inc. 1978 - 1984
Skills
Management, Insurance
Education
Montclair State University 1971 — 1975
B.A.
Pamela Horvath's Bear, Stearns & Co. Inc. Experience September 1987 - June 2008
Job Executive Assistant
Industry Financial Services
Experience
Tinicum Enterprises Inc. July 2014 - Present
Royal Bank of Scotland July 2009 - July 2014
Sorin Capital Management, LLC August 2008 - June 2009
Bear, Stearns & Co. Inc. September 1987 - June 2008
Skills
Administrative Support, Spreadsheets, Outlook, Microsoft Office, Event Planning, Notary Public, CT, Concur System, Expenses..., Office Management, Business Records Manager, Meeting Agendas/Minutes, Business Travel, Global, Event Management, Research, Administrative..., Public Speaking, Human Resources, Microsoft Word, Nonprofits, Fundraising, Fixed Income
Education
Nassau Community College 2006 — 2010
A.A.S., Office Technology
Tinicum Enterprises Inc. July 2014 - Present
Royal Bank of Scotland July 2009 - July 2014
Sorin Capital Management, LLC August 2008 - June 2009
Bear, Stearns & Co. Inc. September 1987 - June 2008
Skills
Administrative Support, Spreadsheets, Outlook, Microsoft Office, Event Planning, Notary Public, CT, Concur System, Expenses..., Office Management, Business Records Manager, Meeting Agendas/Minutes, Business Travel, Global, Event Management, Research, Administrative..., Public Speaking, Human Resources, Microsoft Word, Nonprofits, Fundraising, Fixed Income
Education
Nassau Community College 2006 — 2010
A.A.S., Office Technology
Jonathan Vaughan, CFA's Bear, Stearns & Co. Inc. Experience June 2005 - August 2005
Job New Business Associate at The Blackstone Group
Industry Investment Banking
Experience
The Blackstone Group January 2013 - Present
Alumni Association of the University of Michigan March 2014 - Present
The Blackstone Group July 2008 - January 2013
Bear Stearns July 2006 - July 2008
Bear, Stearns & Co. Inc. June 2005 - August 2005
Deutsche Bank 2003 - 2004
Skills
Valuation, Capital Markets, Investment Banking, Investments, Securities, Fixed Income, Research, Restructuring, Credit Analysis, Business Development, Prospect Research, Opportunity..., Idea Generation, Equity Capital Markets, Equities, Alternative Investments, Hedge Funds, IPO, Target Identification, Financial Modeling, Corporate Finance, Debt, Private Equity, Bloomberg, Trading, Client Prospecting, Economics, New Business Development, CRM, Salesforce.com
Education
University of Michigan 2002 — 2006
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance
BX Science 1998 — 2002
The Blackstone Group January 2013 - Present
Alumni Association of the University of Michigan March 2014 - Present
The Blackstone Group July 2008 - January 2013
Bear Stearns July 2006 - July 2008
Bear, Stearns & Co. Inc. June 2005 - August 2005
Deutsche Bank 2003 - 2004
Skills
Valuation, Capital Markets, Investment Banking, Investments, Securities, Fixed Income, Research, Restructuring, Credit Analysis, Business Development, Prospect Research, Opportunity..., Idea Generation, Equity Capital Markets, Equities, Alternative Investments, Hedge Funds, IPO, Target Identification, Financial Modeling, Corporate Finance, Debt, Private Equity, Bloomberg, Trading, Client Prospecting, Economics, New Business Development, CRM, Salesforce.com
Education
University of Michigan 2002 — 2006
BBA, Finance
University of Michigan - Stephen M. Ross School of Business 2002 — 2006
BBA, Finance
BX Science 1998 — 2002
Bryan Carter, CFA's Bear, Stearns & Co. Inc. Experience January 2004 - November 2007
Job Senior Vice President at BOK Financial
Industry Banking
Experience
BOK Financial March 2010 - Present
TD Securities (USA) LLC March 2009 - October 2009
Merrill Lynch & Co., Inc. January 2008 - February 2009
Bear, Stearns & Co. Inc. January 2004 - November 2007
FleetBoston Financial August 2000 - December 2003
The Chase Manhattan Bank June 1999 - July 2000
Skills
Financial Structuring, Syndications, Credit Analysis, Portfolio Management, Investment Banking, Analysis, Banking, Commercial Banking, Bloomberg, Corporate Finance, Credit, Finance, Financial Services, Loans, Management, Underwriting
Education
Rochester Institute of Technology 1996 — 1998
M.S., Finance
Saint Bonaventure University 1992 — 1996
B.S., Mathematics
BOK Financial March 2010 - Present
TD Securities (USA) LLC March 2009 - October 2009
Merrill Lynch & Co., Inc. January 2008 - February 2009
Bear, Stearns & Co. Inc. January 2004 - November 2007
FleetBoston Financial August 2000 - December 2003
The Chase Manhattan Bank June 1999 - July 2000
Skills
Financial Structuring, Syndications, Credit Analysis, Portfolio Management, Investment Banking, Analysis, Banking, Commercial Banking, Bloomberg, Corporate Finance, Credit, Finance, Financial Services, Loans, Management, Underwriting
Education
Rochester Institute of Technology 1996 — 1998
M.S., Finance
Saint Bonaventure University 1992 — 1996
B.S., Mathematics
Gary Hill's Bear, Stearns & Co. Inc. Experience 1993 - 1996
Job Managing Director International Equity Trading at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company November 2009 - Present
Deutsche Bank April 2002 - March 2009
ING Bank February 1996 - April 2002
Bear, Stearns & Co. Inc. 1993 - 1996
Skills
Emerging Markets, Equity Trading, Equities, Trading, Equity Derivatives, Series 24, Hedge Funds, Commodity, FX trading, Trading Systems, Electronic Trading, Financial Markets, Securities, FX Options, Prime Brokerage
Education
University at Albany, SUNY 1989 — 1993
BS, Business
Jefferies & Company November 2009 - Present
Deutsche Bank April 2002 - March 2009
ING Bank February 1996 - April 2002
Bear, Stearns & Co. Inc. 1993 - 1996
Skills
Emerging Markets, Equity Trading, Equities, Trading, Equity Derivatives, Series 24, Hedge Funds, Commodity, FX trading, Trading Systems, Electronic Trading, Financial Markets, Securities, FX Options, Prime Brokerage
Education
University at Albany, SUNY 1989 — 1993
BS, Business
Brent Bickett's Bear, Stearns & Co. Inc. Experience August 1990 - January 1999
Job President at Fidelity National Financial
Industry Insurance
Experience
Fidelity National Financial December 2013 - Present
Fidelity National Financial January 1999 - December 2013
Bear, Stearns & Co. Inc. August 1990 - January 1999
Education
Anderson School at UCLA 1988 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance
University of Southern California 1982 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Fidelity National Financial December 2013 - Present
Fidelity National Financial January 1999 - December 2013
Bear, Stearns & Co. Inc. August 1990 - January 1999
Education
Anderson School at UCLA 1988 — 1990
Master of Business Administration (M.B.A.), Accounting and Finance
University of Southern California 1982 — 1986
Bachelor of Science (B.S.), Business Administration and Management, General
Steven Goran's Bear, Stearns & Co. Inc. Experience 1997 - 1999
Job CFO Global Business Services at American Express
Industry Financial Services
Experience
American Express September 2013 - Present
American Express January 2012 - August 2013
American Express 2008 - 2012
American Express 2006 - 2008
American Express 2005 - 2006
American Express 2002 - 2005
CIBC World Markets 2000 - 2002
Carrier Mexico S.A. de C.V. 1999 - 2000
Bear, Stearns & Co. Inc. 1997 - 1999
Skills
Finance, Strategic Financial..., Financial Analysis, Financial Forecasting, Regulatory Submissions, Financial Services, Financial Modeling, Process Improvement, Investment Banking, Credit Cards
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
Master of Business Administration (MBA)
University of Michigan 1993 — 1997
Bachelor of Arts (B.A.)
American Express September 2013 - Present
American Express January 2012 - August 2013
American Express 2008 - 2012
American Express 2006 - 2008
American Express 2005 - 2006
American Express 2002 - 2005
CIBC World Markets 2000 - 2002
Carrier Mexico S.A. de C.V. 1999 - 2000
Bear, Stearns & Co. Inc. 1997 - 1999
Skills
Finance, Strategic Financial..., Financial Analysis, Financial Forecasting, Regulatory Submissions, Financial Services, Financial Modeling, Process Improvement, Investment Banking, Credit Cards
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
Master of Business Administration (MBA)
University of Michigan 1993 — 1997
Bachelor of Arts (B.A.)
James Carbone's Bear, Stearns & Co. Inc. Experience November 1995 - April 2008
Job Senior Vice President at Ramirez & Co., Inc.
Industry Investment Banking
Experience
Ramirez & Co., Inc. July 2009 - Present
Bear, Stearns & Co. Inc. November 1995 - April 2008
Skills
Public Finance, Investment Banking, Municipal Bonds, Financial Analysis, Securities
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance
University of California, Los Angeles 1978 — 1983
BA, Mathematics, Economics
Ramirez & Co., Inc. July 2009 - Present
Bear, Stearns & Co. Inc. November 1995 - April 2008
Skills
Public Finance, Investment Banking, Municipal Bonds, Financial Analysis, Securities
Education
UCLA Anderson School of Management 1988 — 1990
MBA, Finance
University of California, Los Angeles 1978 — 1983
BA, Mathematics, Economics
Paul Jenrow's Bear, Stearns & Co. Inc. Experience September 1997 - December 2000
Job Owner / Independent Consultant at Maywood Consulting Inc.
Industry Information Technology and Services
Experience
Maywood Consulting Inc. March 2005 - Present
Citigroup January 2004 - February 2005
WESTLB, A.G. January 2001 - January 2004
Science and Public Policy Institute December 2000 - January 2001
BEAR, STEARNS & CO. INC. September 1997 - December 2000
BOARD OF GOVERNORS OF THE FEDERAL RESERVE SYSTEM March 1995 - September 1997
Federal Reserve Bank of San Francisco February 1992 - March 1995
Skills
SharePoint, Credit Analysis, Credit Derivatives, CDS, Repos, ISDA negotiations, Securities Lending, FX Swaps, FRAs, ISDA, JavaScript, jQuery, VBA, Financial Statement..., Financial Metrics, Cap Rates, Nintex, Start-ups, Derivatives, Management Consulting, SDLC, Analysis, Management, Leadership, Cross-functional Team..., Business Analysis, Strategy, Project Management, Risk Management, Program Management, Pharmaceutical Industry
Education
Thunderbird School of Global Management 1989 — 1990
MIM, Finance
Maywood Consulting Inc. March 2005 - Present
Citigroup January 2004 - February 2005
WESTLB, A.G. January 2001 - January 2004
Science and Public Policy Institute December 2000 - January 2001
BEAR, STEARNS & CO. INC. September 1997 - December 2000
BOARD OF GOVERNORS OF THE FEDERAL RESERVE SYSTEM March 1995 - September 1997
Federal Reserve Bank of San Francisco February 1992 - March 1995
Skills
SharePoint, Credit Analysis, Credit Derivatives, CDS, Repos, ISDA negotiations, Securities Lending, FX Swaps, FRAs, ISDA, JavaScript, jQuery, VBA, Financial Statement..., Financial Metrics, Cap Rates, Nintex, Start-ups, Derivatives, Management Consulting, SDLC, Analysis, Management, Leadership, Cross-functional Team..., Business Analysis, Strategy, Project Management, Risk Management, Program Management, Pharmaceutical Industry
Education
Thunderbird School of Global Management 1989 — 1990
MIM, Finance
Hugh McColl III's Bear, Stearns & Co. Inc. Experience 1987 - 1991
Job Partner at Collwick Capital, LLC
Industry Investment Management
Experience
Collwick Capital, LLC 2010 - Present
McColl Brothers Lockwood LLC 2004 - Present
Round Table Investment Management 2007 - 2009
M & M Partners LLC 2000 - 2006
McColl Partners LLC 1996 - 2000
Shelco, LLC 1992 - 1995
The Shelton Companies Inc. 1991 - 1995
Bear, Stearns & Co. Inc. 1987 - 1991
Manufacturers Hanover Trust Co. 1982 - 1985
Education
University of Virginia Darden School of Business 1985 — 1987
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Science (BS), Business Administration
Collwick Capital, LLC 2010 - Present
McColl Brothers Lockwood LLC 2004 - Present
Round Table Investment Management 2007 - 2009
M & M Partners LLC 2000 - 2006
McColl Partners LLC 1996 - 2000
Shelco, LLC 1992 - 1995
The Shelton Companies Inc. 1991 - 1995
Bear, Stearns & Co. Inc. 1987 - 1991
Manufacturers Hanover Trust Co. 1982 - 1985
Education
University of Virginia Darden School of Business 1985 — 1987
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1978 — 1982
Bachelor of Science (BS), Business Administration
Matthew Truax's Bear, Stearns & Co. Inc. Experience 2007 - 2008
Job Chief Compliance Officer at Bridger Capital LLC
Industry Financial Services
Experience
Bridger Capital LLC August 2012 - Present
Schulte Roth & Zabel LLP January 2011 - August 2012
J.P. Morgan 2008 - 2011
Bear Stearns & Co. Inc. 2007 - 2008
Education
Albany Law School of Union University 2003 — 2007
Doctor of Law (J.D.)
Union College 2003 — 2007
Master of Business Administration (M.B.A.)
Siena College 1999 — 2003
B.S. Finance
Bridger Capital LLC August 2012 - Present
Schulte Roth & Zabel LLP January 2011 - August 2012
J.P. Morgan 2008 - 2011
Bear Stearns & Co. Inc. 2007 - 2008
Education
Albany Law School of Union University 2003 — 2007
Doctor of Law (J.D.)
Union College 2003 — 2007
Master of Business Administration (M.B.A.)
Siena College 1999 — 2003
B.S. Finance
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS