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
fehmi zeko fehmi zeko's Bear, Stearns & Co. Inc. Experience 1993 - 1996
Job Vice Chairman / Senior Financial Executive / Global Technology, Media, Entertainment and Telecom Investment Banking
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2015 - Present
Macquarie Group 2011 - September 2015
Foros Advisors LLC 2009 - 2011
Deutsche Bank 2006 - 2009
Citigroup 1996 - 2006
Bear Stearns & Co. Inc. 1993 - 1996
Citi 1982 - 1993
Education
Texas Christian University 1977 — 1982
BBA and MBA, Finance and Marketing
Bank of America Merrill Lynch September 2015 - Present
Macquarie Group 2011 - September 2015
Foros Advisors LLC 2009 - 2011
Deutsche Bank 2006 - 2009
Citigroup 1996 - 2006
Bear Stearns & Co. Inc. 1993 - 1996
Citi 1982 - 1993
Education
Texas Christian University 1977 — 1982
BBA and MBA, Finance and Marketing
Daniel Earl Evans Daniel Earl Evans's Bear, Stearns & Co. Inc. Experience 1992 - 1994
Job Financial Advisory & Planning, at Earldom Private CFO/ MultiFamily Office
Industry Accounting
Experience
Merrill Lynch 2009 - May 2013
UBS Wealth Management December 2005 - August 2009
Earldom, Ltd. November 1997 - November 2005
Bad Boy Entertainment 1994 - 1997
Bear Stearns & Co., Inc. 1992 - 1994
Riggs Bank 1991 - 1992
Education
University of London 1991 — 1992
Bachelor of Commerce (BCom), International Business
University of Maryland College Park 1987 — 1991
B.S. Economics, Econometrics and Quantitative Economics, 4.6/
East Hampton High School 1984 — 1987
High School, Business Administration and Management, General
Merrill Lynch 2009 - May 2013
UBS Wealth Management December 2005 - August 2009
Earldom, Ltd. November 1997 - November 2005
Bad Boy Entertainment 1994 - 1997
Bear Stearns & Co., Inc. 1992 - 1994
Riggs Bank 1991 - 1992
Education
University of London 1991 — 1992
Bachelor of Commerce (BCom), International Business
University of Maryland College Park 1987 — 1991
B.S. Economics, Econometrics and Quantitative Economics, 4.6/
East Hampton High School 1984 — 1987
High School, Business Administration and Management, General
Dean Hodges Dean Hodges's Bear, Stearns & Co. Inc. Experience November 1997 - October 2008
Job Finance Consultant at Cannonball Wine Company
Industry Accounting
Experience
Cannonball Wine Company March 2015 - Present
Caldwell Vineyard, LLC March 2014 - February 2015
Publishing January 2011 - December 2013
The Grateful Palate April 2009 - October 2009
Bear Stearns & Co., Inc. November 1997 - October 2008
Skills
Problem Solving, Financial Reporting, Planning, Analysis, Ad Hoc Reporting, Forecasting, Analytics, Cross-functional Team..., Internal Customer..., Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Hyperion Enterprise, Data Mining, Data Modeling, Sales Presentations, Change Management, Business Process..., PeopleSoft, Microsoft Access, GAAP, AMS Software, Managing Managers, Leadership, Business Analysis, Vendor Management, Finance, Financial Modeling, Competitive Analysis, Sales, Strategy, Financial Analysis, Account Management, Sales Operations, Business Development, Business Planning, Start-ups, Pricing, Risk Management, Mergers & Acquisitions, New Business Development, Business Strategy, Strategic Planning, Process Improvement, CRM, Salesforce.com, Valuation, Corporate Finance, Business Intelligence
Education
Bryant University
BS
California State University-Chico
BS
Cannonball Wine Company March 2015 - Present
Caldwell Vineyard, LLC March 2014 - February 2015
Publishing January 2011 - December 2013
The Grateful Palate April 2009 - October 2009
Bear Stearns & Co., Inc. November 1997 - October 2008
Skills
Problem Solving, Financial Reporting, Planning, Analysis, Ad Hoc Reporting, Forecasting, Analytics, Cross-functional Team..., Internal Customer..., Project Management, Microsoft Excel, Microsoft Word, PowerPoint, Hyperion Enterprise, Data Mining, Data Modeling, Sales Presentations, Change Management, Business Process..., PeopleSoft, Microsoft Access, GAAP, AMS Software, Managing Managers, Leadership, Business Analysis, Vendor Management, Finance, Financial Modeling, Competitive Analysis, Sales, Strategy, Financial Analysis, Account Management, Sales Operations, Business Development, Business Planning, Start-ups, Pricing, Risk Management, Mergers & Acquisitions, New Business Development, Business Strategy, Strategic Planning, Process Improvement, CRM, Salesforce.com, Valuation, Corporate Finance, Business Intelligence
Education
Bryant University
BS
California State University-Chico
BS
Jason Weinstein Jason Weinstein's Bear, Stearns & Co. Inc. Experience July 1999 - July 2002
Job Senior Managing Director at Crystal & Company
Industry Information Technology and Services
Experience
Crystal & Company March 2015 - Present
Relationship Science LLC July 2011 - March 2015
Capital IQ July 2002 - July 2011
Bear Stearns & Co. Inc. July 1999 - July 2002
Education
Tufts University 1995 — 1999
Bachelor of Science, Major: Mathematics; Minor: Economics
Crystal & Company March 2015 - Present
Relationship Science LLC July 2011 - March 2015
Capital IQ July 2002 - July 2011
Bear Stearns & Co. Inc. July 1999 - July 2002
Education
Tufts University 1995 — 1999
Bachelor of Science, Major: Mathematics; Minor: Economics
Kevin McIntosh Kevin McIntosh's Bear, Stearns & Co. Inc. Experience August 1997 - February 2001
Job NMIS Operations Manager at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual September 2012 - Present
Wells Fargo Advisors March 2001 - August 2012
Keller Willams Realty June 2005 - October 2009
Wells Fargo Investments March 2003 - August 2005
BEAR, STEARNS & CO. INC August 1997 - February 2001
AMERICAN BUILDING MAINTENANCE CO April 1996 - July 1997
U.S. BANCORP July 1993 - April 1996
WASHINGTON MUTUAL SAVINGS BANK January 1989 - January 1993
Skills
Securities, Equities, Fixed Income, Trading, Options, Bloomberg Terminal, BETA, ADP, BRASS, FINRA, OATS, Settlements, Clearing, Customer Experience, Teaching, Teamwork, Troubleshooting, Conflict Resolution, Middle Office, Wealth Management, Investment Strategies, Financial Services, Settlement, ADP Payroll, Investments, Portfolio Management, Derivatives, Mutual Funds, Asset Management
Education
Seattle Pacific University 1990 — 1991
Business Management
Azusa Pacific University 1988 — 1989
Business Management
Northwestern Mutual September 2012 - Present
Wells Fargo Advisors March 2001 - August 2012
Keller Willams Realty June 2005 - October 2009
Wells Fargo Investments March 2003 - August 2005
BEAR, STEARNS & CO. INC August 1997 - February 2001
AMERICAN BUILDING MAINTENANCE CO April 1996 - July 1997
U.S. BANCORP July 1993 - April 1996
WASHINGTON MUTUAL SAVINGS BANK January 1989 - January 1993
Skills
Securities, Equities, Fixed Income, Trading, Options, Bloomberg Terminal, BETA, ADP, BRASS, FINRA, OATS, Settlements, Clearing, Customer Experience, Teaching, Teamwork, Troubleshooting, Conflict Resolution, Middle Office, Wealth Management, Investment Strategies, Financial Services, Settlement, ADP Payroll, Investments, Portfolio Management, Derivatives, Mutual Funds, Asset Management
Education
Seattle Pacific University 1990 — 1991
Business Management
Azusa Pacific University 1988 — 1989
Business Management
Robert Skibinski Robert Skibinski's Bear, Stearns & Co. Inc. Experience September 1993 - August 2002
Job Technology & Financial Literacy Teacher at Montgomery Township Schools Focused on achieving results.
Industry Professional Training & Coaching
Experience
LockerShelf Fundraising April 2012 - Present
Montgomery Township Schools January 2005 - Present
Union Center National Bank January 2003 - September 2003
Bear Stearns & Co. Inc. September 1993 - August 2002
Bishop, Rosen & Co., Inc. September 1991 - August 1993
Skills
Founder LockerShelf..., Series 7, series 55, Series 63, Teaching, Team Leadership, Team Building, 2009 Governor's Teacher..., 2011 Montgomery..., Fixed Income, Leadership, Analysis, Portfolio Management, Equities, Fundraising, Management, Financial Analysis, Investments, FINRA, Strategic Planning, Options, Sales, Business Strategy, Marketing Strategy
Education
University of Scranton 1987 — 1991
Bachelor of Science (B.S.), Finance Economics
The College of New Jersey 2003 — 2004
Teaching Certificate, Business Teacher Education
Carteret High School 1983 — 1987
LockerShelf Fundraising April 2012 - Present
Montgomery Township Schools January 2005 - Present
Union Center National Bank January 2003 - September 2003
Bear Stearns & Co. Inc. September 1993 - August 2002
Bishop, Rosen & Co., Inc. September 1991 - August 1993
Skills
Founder LockerShelf..., Series 7, series 55, Series 63, Teaching, Team Leadership, Team Building, 2009 Governor's Teacher..., 2011 Montgomery..., Fixed Income, Leadership, Analysis, Portfolio Management, Equities, Fundraising, Management, Financial Analysis, Investments, FINRA, Strategic Planning, Options, Sales, Business Strategy, Marketing Strategy
Education
University of Scranton 1987 — 1991
Bachelor of Science (B.S.), Finance Economics
The College of New Jersey 2003 — 2004
Teaching Certificate, Business Teacher Education
Carteret High School 1983 — 1987
Michael J. Driscoll, MBA, Ed.D. Michael J. Driscoll, MBA, Ed.D.'s Bear, Stearns & Co. Inc. Experience April 2002 - May 2007
Job Clinical Professor and Senior Executive in Residence
Industry Education Management
Experience
Adelphi University September 2013 - Present
North Shore-LIJ Health System 2013 - Present
Fulbright Specialist June 2014 - Present
Nepenthea LLC December 2014 - August 2015
Adelphi University April 2010 - August 2013
Geosphere Capital LLC May 2007 - January 2010
Bear, Stearns & Co. Inc April 2002 - May 2007
Donaldson, Lufkin, & Jenrette May 1998 - April 2002
Hambrecht & Quist January 1997 - May 1998
Smith Barney September 1987 - January 1997
Skills
Equities, Hedge Funds, Derivatives, Bloomberg, Fixed Income, Equity Trading, Options, Trading, Structured Products, Commodity, Higher Education, Investments, Valuation, Financial Analysis, Hedging, Economics, Financial Risk, Financial Modeling, Management, Marketing, Equity Research, Emerging Markets, Asset Management, Asset Allocation, Private Equity, Investment Strategies, Research, Finance, Risk Management, Venture Capital, Bonds, Portfolio Management, Student Affairs, Securities, Higher Education..., Corporate Finance, Financial Services, Bloomberg Terminal, Due Diligence, Financial Markets, Academic Administration, Equity Valuation, Wealth Management, Series 7, Equity Derivatives, Academic Advising, Career Counseling
Education
University of Pennsylvania 2012 — 2014
Doctor of Education (Ed.D.), Higher Education Management
Adelphi University 1984 — 1989
MBA, International Economics
State University of New York Maritime College 1978 — 1982
BS, Management/Marine Transportation
Third Officer United States Merchant Marine 1982 — 1982
Unlimited Tonnage, Any Oceans.
Xavier High School NYC 1974 — 1978
Adelphi University September 2013 - Present
North Shore-LIJ Health System 2013 - Present
Fulbright Specialist June 2014 - Present
Nepenthea LLC December 2014 - August 2015
Adelphi University April 2010 - August 2013
Geosphere Capital LLC May 2007 - January 2010
Bear, Stearns & Co. Inc April 2002 - May 2007
Donaldson, Lufkin, & Jenrette May 1998 - April 2002
Hambrecht & Quist January 1997 - May 1998
Smith Barney September 1987 - January 1997
Skills
Equities, Hedge Funds, Derivatives, Bloomberg, Fixed Income, Equity Trading, Options, Trading, Structured Products, Commodity, Higher Education, Investments, Valuation, Financial Analysis, Hedging, Economics, Financial Risk, Financial Modeling, Management, Marketing, Equity Research, Emerging Markets, Asset Management, Asset Allocation, Private Equity, Investment Strategies, Research, Finance, Risk Management, Venture Capital, Bonds, Portfolio Management, Student Affairs, Securities, Higher Education..., Corporate Finance, Financial Services, Bloomberg Terminal, Due Diligence, Financial Markets, Academic Administration, Equity Valuation, Wealth Management, Series 7, Equity Derivatives, Academic Advising, Career Counseling
Education
University of Pennsylvania 2012 — 2014
Doctor of Education (Ed.D.), Higher Education Management
Adelphi University 1984 — 1989
MBA, International Economics
State University of New York Maritime College 1978 — 1982
BS, Management/Marine Transportation
Third Officer United States Merchant Marine 1982 — 1982
Unlimited Tonnage, Any Oceans.
Xavier High School NYC 1974 — 1978
Alexandra Gasson-Joseph Alexandra Gasson-Joseph's Bear, Stearns & Co. Inc. Experience 2004 - 2007
Job Executive Director, Global Technology Communications at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. August 2015 - Present
Barclays Wealth and Investment Management August 2012 - July 2015
JPMorgan Private Bank December 2010 - August 2012
York Capital Management August 2007 - September 2010
Bear, Stearns & Co. Inc 2004 - 2007
The Wall Street Transcript/Gateway Investor Relations June 2003 - June 2004
European Intimates, Ltd. December 2002 - June 2004
Skills
Corporate Communications, Internal Communications, Employee Engagement, Values Alignment, Strategic Communications, Executive..., Crisis Communications, Senior Stakeholder..., Change Communications, Product Communication, Business Continuity, Communications Planning, Business Communications, Social Media, Marketing Communications, Strategy, Press Releases, Strategic Planning, Employee Surveys, Survey Design, Town Hall Meetings, Culture Change, Employee Recognition, Values, Brand Development..., Brand Management, Corporate Branding, Cross Functional Team..., Blogging, Marketing, Start-ups, Media Relations, Web Content
Education
Columbia University in the City of New York 2011 — 2013
Master of Science, Strategic Communications
NYU School of Continuing and Professional Studies 2009 — 2010
Certificate, Public Relations/Corporate Communications
Northeastern University 1998 — 2003
Bachelor of Science, Double Major: Management and Entrepreneurship & New Ventures
JPMorgan Chase & Co. August 2015 - Present
Barclays Wealth and Investment Management August 2012 - July 2015
JPMorgan Private Bank December 2010 - August 2012
York Capital Management August 2007 - September 2010
Bear, Stearns & Co. Inc 2004 - 2007
The Wall Street Transcript/Gateway Investor Relations June 2003 - June 2004
European Intimates, Ltd. December 2002 - June 2004
Skills
Corporate Communications, Internal Communications, Employee Engagement, Values Alignment, Strategic Communications, Executive..., Crisis Communications, Senior Stakeholder..., Change Communications, Product Communication, Business Continuity, Communications Planning, Business Communications, Social Media, Marketing Communications, Strategy, Press Releases, Strategic Planning, Employee Surveys, Survey Design, Town Hall Meetings, Culture Change, Employee Recognition, Values, Brand Development..., Brand Management, Corporate Branding, Cross Functional Team..., Blogging, Marketing, Start-ups, Media Relations, Web Content
Education
Columbia University in the City of New York 2011 — 2013
Master of Science, Strategic Communications
NYU School of Continuing and Professional Studies 2009 — 2010
Certificate, Public Relations/Corporate Communications
Northeastern University 1998 — 2003
Bachelor of Science, Double Major: Management and Entrepreneurship & New Ventures
William Golembuski William Golembuski's Bear, Stearns & Co. Inc. Experience 1990 - 2008
Job Sr. Software Engineer
Industry Pharmaceuticals
Experience
Express Scripts November 2012 - Present
Morgan Stanley April 2010 - November 2012
JPMorgan Chase April 2008 - April 2009
Bear Stearns & Co. Inc. 1990 - 2008
American Broadcasting April 1980 - November 1985
Skills
VTAM, Netview, Mainframe, z/OS, JES2, MVS, TSO, JCL, NDM, OS/390, TCP/IP, Disaster Recovery, FTP, VSAM, Unix, ISPF, SDSF, SMP/E, IBM Mainframe, CLIST, Omegamon, SFTP, People Skills, Cross-functional Team..., System Migration, NCP, Operating Systems, SNA, Team Leadership, Connect Direct, TCP/IP protocols, Data Center, WebSphere MQ, DB2, AIX, Fileaid, COBOL, Great Personality, Exceptional People..., Exceptional project..., REXX, Capacity Planning, Autosys
Education
Rutgers, The State University of New Jersey-Newark 1968 — 1972
BS, Engineering
Express Scripts November 2012 - Present
Morgan Stanley April 2010 - November 2012
JPMorgan Chase April 2008 - April 2009
Bear Stearns & Co. Inc. 1990 - 2008
American Broadcasting April 1980 - November 1985
Skills
VTAM, Netview, Mainframe, z/OS, JES2, MVS, TSO, JCL, NDM, OS/390, TCP/IP, Disaster Recovery, FTP, VSAM, Unix, ISPF, SDSF, SMP/E, IBM Mainframe, CLIST, Omegamon, SFTP, People Skills, Cross-functional Team..., System Migration, NCP, Operating Systems, SNA, Team Leadership, Connect Direct, TCP/IP protocols, Data Center, WebSphere MQ, DB2, AIX, Fileaid, COBOL, Great Personality, Exceptional People..., Exceptional project..., REXX, Capacity Planning, Autosys
Education
Rutgers, The State University of New Jersey-Newark 1968 — 1972
BS, Engineering
Nick Webb's Bear, Stearns & Co. Inc. Experience May 2007 - August 2007
Job Risk Manager at Ryerson
Industry Mining & Metals
Experience
Ryerson February 2014 - Present
Jefferies June 2012 - October 2013
Newedge June 2011 - June 2012
Wells Fargo Securities February 2011 - May 2011
Wells Fargo Securities June 2008 - February 2011
Bear Stearns & Co., Inc. May 2007 - August 2007
Skills
Risk Management, Commodity Markets, Sales Management, Equities, Structured Finance, Raw Materials, Qualitative Research, Proprietary Trading, Futures Trading, Capital Markets, Investment Banking, Entrepreneurship, Quantitative Research, Options Strategies, Consulting, Financial Risk
Education
The Ohio State University 2004 — 2008
Bachelor's Degree, Finance and Economics
Ryerson February 2014 - Present
Jefferies June 2012 - October 2013
Newedge June 2011 - June 2012
Wells Fargo Securities February 2011 - May 2011
Wells Fargo Securities June 2008 - February 2011
Bear Stearns & Co., Inc. May 2007 - August 2007
Skills
Risk Management, Commodity Markets, Sales Management, Equities, Structured Finance, Raw Materials, Qualitative Research, Proprietary Trading, Futures Trading, Capital Markets, Investment Banking, Entrepreneurship, Quantitative Research, Options Strategies, Consulting, Financial Risk
Education
The Ohio State University 2004 — 2008
Bachelor's Degree, Finance and Economics
Rodrigo Brumana Rodrigo Brumana's Bear, Stearns & Co. Inc. Experience 1999 - 2002
Job Vice President, Finance at RetailMeNot, Inc.
Industry Internet
Experience
RetailMeNot, Inc. 2013 - Present
Hewlett-Packard 2012 - 2013
Hewlett-Packard 2010 - 2012
Palm, Inc. 2008 - 2010
Fairchild Semiconductor 2006 - 2008
Fairchild Semiconductor 2005 - 2006
Fairchild Semiconductor 2003 - 2005
Lehman Brothers 2003 - 2003
Bear, Stearns & Co. Inc 1999 - 2002
CMC Engineering 1997 - 1998
Skills
Pricing, Mergers, Pricing Strategy, Strategic Planning, Finance, Investor Relations, Acquisition Integration, Controllership Functions, Investment Banking, Corporate Finance, Corporate FP&A, Product Marketing, Mergers & Acquisitions, Product Management, Leadership, Analysis, Management, Strategic Financial..., Strategy, Competitive Analysis
Education
UC Berkeley, Haas School of Business 2002 — 2004
Full-time MBA, Finance & Global Management
IESE Business School - University of Navarra 2003 — 2003
MBA, Exchange Program
Universidade Federal de Uberlândia 1993 — 1997
Bachelor of Science (BS), Civil Engineering - equivalent to MCE
RetailMeNot, Inc. 2013 - Present
Hewlett-Packard 2012 - 2013
Hewlett-Packard 2010 - 2012
Palm, Inc. 2008 - 2010
Fairchild Semiconductor 2006 - 2008
Fairchild Semiconductor 2005 - 2006
Fairchild Semiconductor 2003 - 2005
Lehman Brothers 2003 - 2003
Bear, Stearns & Co. Inc 1999 - 2002
CMC Engineering 1997 - 1998
Skills
Pricing, Mergers, Pricing Strategy, Strategic Planning, Finance, Investor Relations, Acquisition Integration, Controllership Functions, Investment Banking, Corporate Finance, Corporate FP&A, Product Marketing, Mergers & Acquisitions, Product Management, Leadership, Analysis, Management, Strategic Financial..., Strategy, Competitive Analysis
Education
UC Berkeley, Haas School of Business 2002 — 2004
Full-time MBA, Finance & Global Management
IESE Business School - University of Navarra 2003 — 2003
MBA, Exchange Program
Universidade Federal de Uberlândia 1993 — 1997
Bachelor of Science (BS), Civil Engineering - equivalent to MCE
Amber Salley Amber Salley's Bear, Stearns & Co. Inc. Experience June 2007 - August 2007
Job
Industry Research
Experience
Gartner 2012 - Present
Accenture 2010 - 2012
Booz & Company 2008 - 2010
Bear, Stearns & Co. Inc June 2007 - August 2007
IBM (Business Process Outsourcing Organization) 2004 - 2006
IBM Integrated Supply Chain 2001 - 2004
Skills
Supply Chain Management, Operations Management, Demand Forecasting, Strategic Planning, Business Strategy, Supply Chain..., Business Analysis, Data Analysis, Business Planning, Operational Excellence, Management Consulting, Strategy, Supply Chain, Market Research, Business Transformation
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
Duquesne University
BSBA
Gartner 2012 - Present
Accenture 2010 - 2012
Booz & Company 2008 - 2010
Bear, Stearns & Co. Inc June 2007 - August 2007
IBM (Business Process Outsourcing Organization) 2004 - 2006
IBM Integrated Supply Chain 2001 - 2004
Skills
Supply Chain Management, Operations Management, Demand Forecasting, Strategic Planning, Business Strategy, Supply Chain..., Business Analysis, Data Analysis, Business Planning, Operational Excellence, Management Consulting, Strategy, Supply Chain, Market Research, Business Transformation
Education
The University of Chicago Booth School of Business 2006 — 2008
MBA
Duquesne University
BSBA
Paul Kovich Paul Kovich's Bear, Stearns & Co. Inc. Experience January 1992 - January 1997
Job Corporate Development and Acquisition Consultant
Industry Utilities
Experience
Bluefield Advisors LLC 2009 - Present
National Grid US January 2008 - October 2008
L.S. Power Equity Advisers LLC January 2007 - December 2007
CIBC World Markets / Trimaran Capital Partners January 1997 - January 2006
Bear, Stearns & Co. Inc January 1992 - January 1997
Kidder, Peabody & Co. Incorporated January 1990 - January 1992
Lehman Brothers January 1982 - January 1990
Skills
Private Equity, Investment Banking, Capital Markets, Corporate Finance, Mergers, Restructuring, Loan Origination, Acquisitions, Debt, Structured Finance, Project Finance, IPO, Venture Capital, Valuation, Due Diligence, Mergers & Acquisitions, Finance, Private Placements, Investments
Education
Columbia University - Columbia Business School
MBA, Accounting
Drew University
BA, Economics
Bluefield Advisors LLC 2009 - Present
National Grid US January 2008 - October 2008
L.S. Power Equity Advisers LLC January 2007 - December 2007
CIBC World Markets / Trimaran Capital Partners January 1997 - January 2006
Bear, Stearns & Co. Inc January 1992 - January 1997
Kidder, Peabody & Co. Incorporated January 1990 - January 1992
Lehman Brothers January 1982 - January 1990
Skills
Private Equity, Investment Banking, Capital Markets, Corporate Finance, Mergers, Restructuring, Loan Origination, Acquisitions, Debt, Structured Finance, Project Finance, IPO, Venture Capital, Valuation, Due Diligence, Mergers & Acquisitions, Finance, Private Placements, Investments
Education
Columbia University - Columbia Business School
MBA, Accounting
Drew University
BA, Economics
Wendy Beck, PMP Wendy Beck, PMP's Bear, Stearns & Co. Inc. Experience 2007 - 2008
Job Vice President, Project Manager at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. 2012 - Present
JPMorgan Chase & Co. 2008 - 2012
Bear Stearns & Co. Inc. 2007 - 2008
The Bank of New York Mellon 2004 - 2006
The Bank of New York Mellon 2000 - 2004
Knoll Pharmaceutical Company November 1996 - August 2000
Skills
SDLC, Requirements Analysis, Product Management, Integration, Software Documentation, Business Requirements, Software Project..., Requirements Gathering, Training, IT Strategy, Agile Methodologies
Education
Florida Institute of Technology
BS, Science Education/Biology
JPMorgan Chase & Co. 2012 - Present
JPMorgan Chase & Co. 2008 - 2012
Bear Stearns & Co. Inc. 2007 - 2008
The Bank of New York Mellon 2004 - 2006
The Bank of New York Mellon 2000 - 2004
Knoll Pharmaceutical Company November 1996 - August 2000
Skills
SDLC, Requirements Analysis, Product Management, Integration, Software Documentation, Business Requirements, Software Project..., Requirements Gathering, Training, IT Strategy, Agile Methodologies
Education
Florida Institute of Technology
BS, Science Education/Biology
Harold Clasen Harold Clasen's Bear, Stearns & Co. Inc. Experience 1982 - 1989
Job Institutional Sales & Trading FixedIncome
Industry Capital Markets
Experience
Esposito Securities, LLC 2013 - 2015
Cantor Fitzgerald 2011 - 2012
First Southwest Company 2002 - 2011
(Martin R.) Cox Petroleum Co., LLC 2000 - 2001
Kidder Peabody, Inc./Paine Webber, Inc. 1989 - 1998
Bear Stearns & Co., Inc. 1982 - 1989
Merrill Lynch 1978 - 1981
Skills
Investments, Equities, Trading, Structured Finance, Funding, Series 7, Hedge Funds, Series 63, Derivatives, Banking, Credit Markets, Capital Markets, Capital Allowances, CMOs, Royalties Trust, Bonds, Loans, Alternative Investments, Sales, Valuation, Capital Advisory, Municipal Bonds, Wealth Management, Taxables, RMBS, High Yield Bonds, CDS, Due Diligence, Trading Systems, Options, Mutual Funds, Fixed Income, Corporates
Education
SUNY Oswego
BA
SUNY Stony Brook
Bachelor of Arts (B.A.), Chemistry
Esposito Securities, LLC 2013 - 2015
Cantor Fitzgerald 2011 - 2012
First Southwest Company 2002 - 2011
(Martin R.) Cox Petroleum Co., LLC 2000 - 2001
Kidder Peabody, Inc./Paine Webber, Inc. 1989 - 1998
Bear Stearns & Co., Inc. 1982 - 1989
Merrill Lynch 1978 - 1981
Skills
Investments, Equities, Trading, Structured Finance, Funding, Series 7, Hedge Funds, Series 63, Derivatives, Banking, Credit Markets, Capital Markets, Capital Allowances, CMOs, Royalties Trust, Bonds, Loans, Alternative Investments, Sales, Valuation, Capital Advisory, Municipal Bonds, Wealth Management, Taxables, RMBS, High Yield Bonds, CDS, Due Diligence, Trading Systems, Options, Mutual Funds, Fixed Income, Corporates
Education
SUNY Oswego
BA
SUNY Stony Brook
Bachelor of Arts (B.A.), Chemistry
Charlotte Bashforth Charlotte Bashforth's Bear, Stearns & Co. Inc. Experience August 2000 - January 2003
Job VP, Head of Global Corporate Finance at Broadridge Financial Solutions
Industry Financial Services
Experience
Broadridge Financial Solutions April 2013 - Present
True Motion Sport, LLC July 2010 - April 2013
Diageo July 2008 - July 2010
Diageo October 2004 - July 2008
Diageo August 2003 - October 2004
Diageo January 2003 - August 2003
Bear, Stearns & Co. Inc August 2000 - January 2003
Saks Fifth Avenue 1997 - 1998
Saks Fifth Avenue 1995 - 1997
Skills
Strategic Partnerships, Business Strategy, Mergers, Acquisitions, Acquisition Integration, Financial Modeling, Corporate Finance, Strategic Financial..., Financial Analysis, Project Management, Team Management, Pricing Strategy, Risk Management, Financial Reporting, Business Development, Finance, Investment Banking, Leadership, Pricing, Business Planning, Management, Mergers, Financial Planning, Portfolio Management
Education
Columbia University - Columbia Business School 1997 — 2000
MBA, Finance, 4.0/4.0
Cornell University
BS, Applied Economics and Business Management, 3.5/4.0
St Marks
Broadridge Financial Solutions April 2013 - Present
True Motion Sport, LLC July 2010 - April 2013
Diageo July 2008 - July 2010
Diageo October 2004 - July 2008
Diageo August 2003 - October 2004
Diageo January 2003 - August 2003
Bear, Stearns & Co. Inc August 2000 - January 2003
Saks Fifth Avenue 1997 - 1998
Saks Fifth Avenue 1995 - 1997
Skills
Strategic Partnerships, Business Strategy, Mergers, Acquisitions, Acquisition Integration, Financial Modeling, Corporate Finance, Strategic Financial..., Financial Analysis, Project Management, Team Management, Pricing Strategy, Risk Management, Financial Reporting, Business Development, Finance, Investment Banking, Leadership, Pricing, Business Planning, Management, Mergers, Financial Planning, Portfolio Management
Education
Columbia University - Columbia Business School 1997 — 2000
MBA, Finance, 4.0/4.0
Cornell University
BS, Applied Economics and Business Management, 3.5/4.0
St Marks
Paul Raymond Paul Raymond's Bear, Stearns & Co. Inc. Experience 2002 - 2006
Job Vice President at Bank of Montreal
Industry Financial Services
Experience
Bank of Montreal August 2015 - Present
Capital Markets Advisors LLC January 2015 - July 2015
Bank of America Merrill Lynch 2006 - 2014
Bear Stearns & Co. Inc. 2002 - 2006
Bear Stearns Financial Products Inc. & Bear Stearns Trading Risk Management Inc. 1994 - 2002
Lehman Brothers Holdings Inc. 1992 - 1994
Westpac 1989 - 1992
Salomon Brothers 1988 - 1989
Salomon Brothers 1987 - 1988
Salomon Brothers 1986 - 1987
Skills
Derivatives, Fixed Income, Banking, Dodd-Frank, FACTA, ISDA, Loans, Credit, Credit Risk, Risk Management, GMRA, Manage Client..., Document Review, Onboarding, Regulatory Requirements, Series 24, Series 7, Series 63, Integration, Process Improvement, Product Development, Project Management, Business Process..., Client Relations, Client Services, Client Development, Team Leadership, Recruiting
Education
Iona College 1979 — 1983
Finance, BBA
Bank of Montreal August 2015 - Present
Capital Markets Advisors LLC January 2015 - July 2015
Bank of America Merrill Lynch 2006 - 2014
Bear Stearns & Co. Inc. 2002 - 2006
Bear Stearns Financial Products Inc. & Bear Stearns Trading Risk Management Inc. 1994 - 2002
Lehman Brothers Holdings Inc. 1992 - 1994
Westpac 1989 - 1992
Salomon Brothers 1988 - 1989
Salomon Brothers 1987 - 1988
Salomon Brothers 1986 - 1987
Skills
Derivatives, Fixed Income, Banking, Dodd-Frank, FACTA, ISDA, Loans, Credit, Credit Risk, Risk Management, GMRA, Manage Client..., Document Review, Onboarding, Regulatory Requirements, Series 24, Series 7, Series 63, Integration, Process Improvement, Product Development, Project Management, Business Process..., Client Relations, Client Services, Client Development, Team Leadership, Recruiting
Education
Iona College 1979 — 1983
Finance, BBA
Justin J. Caulfield Justin J. Caulfield's Bear, Stearns & Co. Inc. Experience July 1996 - February 2001
Job Global Treasurer AIG Property Casualty
Industry Insurance
Experience
AIG June 2012 - Present
Societe Generale January 2011 - May 2012
Morgan Stanley May 2005 - December 2010
Morgan Stanley February 2001 - May 2005
Bear, Stearns & Co. Inc July 1996 - February 2001
Bear, Stearns & Co. Inc July 1995 - July 1996
Skills
Financial Modeling, ACH, Treasury Management, Cash Management, Capital, FX Operations, Liquidity Management, Liquidity Risk, Banking Relationships, Bloomberg, FX Options, Finance, Financial Markets, Investment Banking, Portfolio Management, Strategy, Trading, Treasury
Education
Columbia University - Columbia Business School 2003 — 2004
MBA, Finance
University of Notre Dame 1991 — 1995
BS, Mathematics
AIG June 2012 - Present
Societe Generale January 2011 - May 2012
Morgan Stanley May 2005 - December 2010
Morgan Stanley February 2001 - May 2005
Bear, Stearns & Co. Inc July 1996 - February 2001
Bear, Stearns & Co. Inc July 1995 - July 1996
Skills
Financial Modeling, ACH, Treasury Management, Cash Management, Capital, FX Operations, Liquidity Management, Liquidity Risk, Banking Relationships, Bloomberg, FX Options, Finance, Financial Markets, Investment Banking, Portfolio Management, Strategy, Trading, Treasury
Education
Columbia University - Columbia Business School 2003 — 2004
MBA, Finance
University of Notre Dame 1991 — 1995
BS, Mathematics
Daniel Tompkins Daniel Tompkins's Bear, Stearns & Co. Inc. Experience August 1996 - May 2001
Job Senior Financial Advisor, Senior Vice PresidentInvestments at Wells Fargo Advisor, LLC
Industry Financial Services
Experience
Wells Fargo Advisors 2009 - Present
Citigroup Global Markets September 2002 - December 2009
Bear Stearns & Co. Inc. August 1996 - May 2001
Skills
Investments, Estate Investment..., Investment Planning, Retirement Planning, Risk Management, Wealth Preservation..., Insurance, Management, Finance, Financial Analysis, Financial Planning
Education
University of Miami 1987 — 1990
Bachelor of Arts (BA), Psychology
Wells Fargo Advisors 2009 - Present
Citigroup Global Markets September 2002 - December 2009
Bear Stearns & Co. Inc. August 1996 - May 2001
Skills
Investments, Estate Investment..., Investment Planning, Retirement Planning, Risk Management, Wealth Preservation..., Insurance, Management, Finance, Financial Analysis, Financial Planning
Education
University of Miami 1987 — 1990
Bachelor of Arts (BA), Psychology
Marianna Rossell Marianna Rossell's Bear, Stearns & Co. Inc. Experience January 2006 - April 2008
Job Trade Representative at USMexico Chamber of Commerce Northeast Chapter
Industry Financial Services
Experience
US-Mexico Chamber of Commerce Northeast Chapter February 2013 - Present
Mobile Solutions January 2011 - January 2013
Lucille S.A. February 2009 - November 2010
Barclays Capital May 2008 - December 2008
Bear, Stearns & Co. Inc January 2006 - April 2008
Skills
Spanish, Derivatives, Trading, Leadership, Equities, Equity Derivatives
Education
Purdue University 2000 — 2004
B.A., Law & Society, Psychology, Spanish Literature
Universidad Complutense de Madrid 2003 — 2003
Spanish Literature
US-Mexico Chamber of Commerce Northeast Chapter February 2013 - Present
Mobile Solutions January 2011 - January 2013
Lucille S.A. February 2009 - November 2010
Barclays Capital May 2008 - December 2008
Bear, Stearns & Co. Inc January 2006 - April 2008
Skills
Spanish, Derivatives, Trading, Leadership, Equities, Equity Derivatives
Education
Purdue University 2000 — 2004
B.A., Law & Society, Psychology, Spanish Literature
Universidad Complutense de Madrid 2003 — 2003
Spanish Literature
Jason A. White Jason A. White's Bear, Stearns & Co. Inc. Experience May 1999 - May 2002
Job Senior Vice President Mergers & Acquisitions at Tegris Advisors, LLC
Industry Banking
Experience
Tegris Advisors, LLC October 2011 - Present
G.C. Andersen Partners June 2010 - October 2011
Oberon Securities, LLC April 2009 - September 2010
Merriman Curhan Ford & Co. January 2008 - February 2009
Maxim Group April 2005 - January 2008
Bear Stearns & Co. Inc. May 1999 - May 2002
Skills
Investment Banking, Mergers, Valuation, Private Equity, Mergers & Acquisitions, Start-ups, Due Diligence, Corporate Development, Corporate Finance, M&A experience, Private Placements, Series 7, Corporate Governance, Securities, Capital Markets, Venture Capital, Emerging Markets, Financial Structuring, Financial Modeling, Hedge Funds, IPO, Restructuring, Equities, LBO
Education
The George Washington University 1997 — 2001
BBA, Finance
Spruce Creek HS 1993 — 1997
New York Film Academy
Tegris Advisors, LLC October 2011 - Present
G.C. Andersen Partners June 2010 - October 2011
Oberon Securities, LLC April 2009 - September 2010
Merriman Curhan Ford & Co. January 2008 - February 2009
Maxim Group April 2005 - January 2008
Bear Stearns & Co. Inc. May 1999 - May 2002
Skills
Investment Banking, Mergers, Valuation, Private Equity, Mergers & Acquisitions, Start-ups, Due Diligence, Corporate Development, Corporate Finance, M&A experience, Private Placements, Series 7, Corporate Governance, Securities, Capital Markets, Venture Capital, Emerging Markets, Financial Structuring, Financial Modeling, Hedge Funds, IPO, Restructuring, Equities, LBO
Education
The George Washington University 1997 — 2001
BBA, Finance
Spruce Creek HS 1993 — 1997
New York Film Academy
Wei Lan Wei Lan's Bear, Stearns & Co. Inc. Experience December 2000 - May 2004
Job Engineer Manager at Yahoo!
Industry Computer Software
Experience
Yahoo! September 2010 - Present
Microsoft July 2004 - September 2010
Bear Stearns & Co. Inc. December 2000 - May 2004
Alysis Technology 1998 - 2000
Republic National Bank January 1997 - January 1998
Skills
Mobile Devices, Agile Methodologies
Education
New York University - Leonard N. Stern School of Business 1998 — 1999
MS, Information System
Pennsylvania State University - Smeal School of Business 1995 — 1997
MS, Finance
National Taiwan University
B.A, Information System
Yahoo! September 2010 - Present
Microsoft July 2004 - September 2010
Bear Stearns & Co. Inc. December 2000 - May 2004
Alysis Technology 1998 - 2000
Republic National Bank January 1997 - January 1998
Skills
Mobile Devices, Agile Methodologies
Education
New York University - Leonard N. Stern School of Business 1998 — 1999
MS, Information System
Pennsylvania State University - Smeal School of Business 1995 — 1997
MS, Finance
National Taiwan University
B.A, Information System
Ramsey Georgeian Ramsey Georgeian's Bear, Stearns & Co. Inc. Experience November 1999 - July 2008
Job Agency Supervisory Officer at Lee, Nolan & Koroghlian, LLC / MassMutual Financial Group
Industry Financial Services
Experience
Lee, Nolan & Koroghlian, LLC / MassMutual Financial Group February 2009 - Present
Bear Stearns & Co., Inc. November 1999 - July 2008
Education
Montclair State University 1995 — 1999
BA, Psychology
Lee, Nolan & Koroghlian, LLC / MassMutual Financial Group February 2009 - Present
Bear Stearns & Co., Inc. November 1999 - July 2008
Education
Montclair State University 1995 — 1999
BA, Psychology
Cynthia Gordon Cynthia Gordon's Bear, Stearns & Co. Inc. Experience October 1990 - January 2001
Job Publishing Professional
Industry Publishing
Experience
Random House February 2006 - June 2014
Random House July 2001 - February 2006
Design Management Inc. February 2001 - June 2001
Bear Stearns & Co. Inc. October 1990 - January 2001
The Conference Board August 1999 - November 1999
Aztech Financial Printers August 1989 - March 1990
Louis Harris & Associates March 1986 - May 1989
HouseOfCyn Photographs 1979 - 1979
Skills
Graphic Design, Layout, Adobe Creative Suite, Publishing, Photography, Art, Graphics, Mac, Illustrator, Packaging, Visual Arts, Typography, QuarkXPress, Mac OS, InDesign, Photoshop, Image Manipulation, Brochures, Posters, Web Design, Unix, Illustration, Publications, Magazines, Fundraising, Creative Design
Education
Parsons School of Design 1995 — 1999
Certificate Program in Graphic Design
International Center of Photography 1988 — 1997
New York University 1994 — 1995
Surrealism and Photography
Baruch College, City University of New York (CUNY) 1985 — 1987
Certificate Program in Computer Programming
Maryknoll College / Philippines 1979 — 1983
Bachelor of Arts in Business Administration
Random House February 2006 - June 2014
Random House July 2001 - February 2006
Design Management Inc. February 2001 - June 2001
Bear Stearns & Co. Inc. October 1990 - January 2001
The Conference Board August 1999 - November 1999
Aztech Financial Printers August 1989 - March 1990
Louis Harris & Associates March 1986 - May 1989
HouseOfCyn Photographs 1979 - 1979
Skills
Graphic Design, Layout, Adobe Creative Suite, Publishing, Photography, Art, Graphics, Mac, Illustrator, Packaging, Visual Arts, Typography, QuarkXPress, Mac OS, InDesign, Photoshop, Image Manipulation, Brochures, Posters, Web Design, Unix, Illustration, Publications, Magazines, Fundraising, Creative Design
Education
Parsons School of Design 1995 — 1999
Certificate Program in Graphic Design
International Center of Photography 1988 — 1997
New York University 1994 — 1995
Surrealism and Photography
Baruch College, City University of New York (CUNY) 1985 — 1987
Certificate Program in Computer Programming
Maryknoll College / Philippines 1979 — 1983
Bachelor of Arts in Business Administration
Zenda Sims's Bear, Stearns & Co. Inc. Experience 2005 - 2005
Job Exclusive US Distributor at FABY USA
Industry Cosmetics
Experience
FABY USA August 2014 - Present
Sims Beauty Company January 2014 - Present
CURL-ease June 2003 - Present
Bear Stearns & Co., Inc. 2005 - 2005
Paradigm Global Advisors, LLC March 2001 - June 2003
Skills
Marketing Communications, Corporate Communications, Blogging, New Business Development, Photoshop, Blog Marketing, Contract Negotiation, Newsletters, Writing Skills, Beauty, Web Project Management, Merchandising, Customer Insight, Consumer Behaviour, Consumer Marketing, Consumer Products, Hair, Establishing Strategic..., Logistics Management, Vendor Managed Inventory, Blog Development, New Business Launch, Feature Writing, Internal Communications, Vendor Management, Vendor Relations, Hedge Funds, Accessories, Word, Excel, Beauty Industry, Event Management, PowerPoint, MS Office Suite, Business Development, Management, Writing, Microsoft Office, Social Media, Marketing, Marketing Strategy, Strategy, Public Relations
Education
Boston University 1995 — 1999
Bachelor's degree, Mass Communication/Media Studies
FABY USA August 2014 - Present
Sims Beauty Company January 2014 - Present
CURL-ease June 2003 - Present
Bear Stearns & Co., Inc. 2005 - 2005
Paradigm Global Advisors, LLC March 2001 - June 2003
Skills
Marketing Communications, Corporate Communications, Blogging, New Business Development, Photoshop, Blog Marketing, Contract Negotiation, Newsletters, Writing Skills, Beauty, Web Project Management, Merchandising, Customer Insight, Consumer Behaviour, Consumer Marketing, Consumer Products, Hair, Establishing Strategic..., Logistics Management, Vendor Managed Inventory, Blog Development, New Business Launch, Feature Writing, Internal Communications, Vendor Management, Vendor Relations, Hedge Funds, Accessories, Word, Excel, Beauty Industry, Event Management, PowerPoint, MS Office Suite, Business Development, Management, Writing, Microsoft Office, Social Media, Marketing, Marketing Strategy, Strategy, Public Relations
Education
Boston University 1995 — 1999
Bachelor's degree, Mass Communication/Media Studies
Gabriela Lopez Gabriela Lopez's Bear, Stearns & Co. Inc. Experience June 2006 - July 2006
Job Human Resources Generalist
Industry Apparel & Fashion
Experience
Team Beachbody April 2014 - Present
Home Mom September 2013 - Present
LF USA (A Member of Li & Fung Ltd.) January 2011 - September 2013
International AIDS Vaccine Initiative July 2010 - December 2010
Barclays Capital April 2010 - June 2010
BDO Seidman, LLP April 2007 - March 2009
Bear Stearns & Co., Inc. June 2006 - July 2006
Bear Stearns & Co., Inc. April 2005 - January 2006
Volunteers of America September 2001 - January 2005
BUFFALO&ERIE COUNTY WORKFORCE DEVELOPMENT CONSORTIUM, INC. October 2000 - May 2001
Skills
Onboarding, Recruiting, New Hire Orientations, Employee Relations, HRIS, Talent Management, Applicant Tracking..., Human Resources, Performance Management, PeopleSoft, Background Checks, FMLA, HR Policies, Performance Appraisal, Teamwork, Personnel Management, Employee Engagement, Employee Benefits, Time Management, Interviews, Management, Training, Policy
Education
State University of New York at New Paltz 2006 — 2006
MBA and Speech Pathology classes., MBA & Speech Pathology classes
University at Buffalo 1995 — 2000
Bachelors, Psychology
Team Beachbody April 2014 - Present
Home Mom September 2013 - Present
LF USA (A Member of Li & Fung Ltd.) January 2011 - September 2013
International AIDS Vaccine Initiative July 2010 - December 2010
Barclays Capital April 2010 - June 2010
BDO Seidman, LLP April 2007 - March 2009
Bear Stearns & Co., Inc. June 2006 - July 2006
Bear Stearns & Co., Inc. April 2005 - January 2006
Volunteers of America September 2001 - January 2005
BUFFALO&ERIE COUNTY WORKFORCE DEVELOPMENT CONSORTIUM, INC. October 2000 - May 2001
Skills
Onboarding, Recruiting, New Hire Orientations, Employee Relations, HRIS, Talent Management, Applicant Tracking..., Human Resources, Performance Management, PeopleSoft, Background Checks, FMLA, HR Policies, Performance Appraisal, Teamwork, Personnel Management, Employee Engagement, Employee Benefits, Time Management, Interviews, Management, Training, Policy
Education
State University of New York at New Paltz 2006 — 2006
MBA and Speech Pathology classes., MBA & Speech Pathology classes
University at Buffalo 1995 — 2000
Bachelors, Psychology
William Hong William Hong's Bear, Stearns & Co. Inc. Experience 2000 - 2000
Job Financial Services Professional
Industry Financial Services
Experience
VLS Securities LLC/VelocityCapital Management LLC February 2014 - September 2015
Citi 2010 - 2013
Citi 2008 - 2010
Daylight Forensic & Advisory LLC 2006 - 2008
Lehman Brothers 2005 - 2006
Credit Suisse 2004 - 2005
Credit Suisse 2000 - 2004
Bear Stearns & Co., Inc. 2000 - 2000
Strike Technologies, LLC 1998 - 2000
NASD Regulation Inc. 1998 - 1998
Skills
Equities, Capital Markets, Trading, Options, Financial Risk, Equity Trading, Commodity, Financial Services, Regulatory Compliance, Series 7, Series 63, Bonds, Structured Products, Investments, Valuation, FINRA, Securities, Audit and Review..., Proprietary Trading, Alternative Investments, Equity Derivatives, Market Making, Prime Brokerage, Due Diligence, Emerging Markets, Equity Research, Derivatives, Portfolio Management, Fixed Income, Global Regulatory..., Bloomberg, Series 24, Investment Product Risk, Market Commentary Review, Financial Risk..., Know-Your-Customer/Clien..., Exchange Market..., Business Recovery..., Alternative Trading..., Electronic..., Risk & Controls, Commodity Pool Operator, Commodity Trading..., Hedge Funds, ETFs/ETNs, CFTC/NFA
Education
New York University
Bachelor of Arts (B.A.)
VLS Securities LLC/VelocityCapital Management LLC February 2014 - September 2015
Citi 2010 - 2013
Citi 2008 - 2010
Daylight Forensic & Advisory LLC 2006 - 2008
Lehman Brothers 2005 - 2006
Credit Suisse 2004 - 2005
Credit Suisse 2000 - 2004
Bear Stearns & Co., Inc. 2000 - 2000
Strike Technologies, LLC 1998 - 2000
NASD Regulation Inc. 1998 - 1998
Skills
Equities, Capital Markets, Trading, Options, Financial Risk, Equity Trading, Commodity, Financial Services, Regulatory Compliance, Series 7, Series 63, Bonds, Structured Products, Investments, Valuation, FINRA, Securities, Audit and Review..., Proprietary Trading, Alternative Investments, Equity Derivatives, Market Making, Prime Brokerage, Due Diligence, Emerging Markets, Equity Research, Derivatives, Portfolio Management, Fixed Income, Global Regulatory..., Bloomberg, Series 24, Investment Product Risk, Market Commentary Review, Financial Risk..., Know-Your-Customer/Clien..., Exchange Market..., Business Recovery..., Alternative Trading..., Electronic..., Risk & Controls, Commodity Pool Operator, Commodity Trading..., Hedge Funds, ETFs/ETNs, CFTC/NFA
Education
New York University
Bachelor of Arts (B.A.)
Matthew Horisk Matthew Horisk's Bear, Stearns & Co. Inc. Experience June 1998 - August 2005
Job Vice President Shared Trading Services at E*TRADE Financial Corporation
Industry Information Technology and Services
Experience
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation November 2014 - August 2015
KnowVera, LLC March 2011 - March 2014
TIAA-CREF March 2008 - April 2011
TIAA-CREF December 2006 - March 2008
Citigroup August 2005 - April 2006
Bear Stearns & Co. Inc. June 1998 - August 2005
ASI Financial Services 1996 - 1998
AON 1995 - 1997
Skills
Order Management, Execution Management..., Front Office Trading..., Trading Systems, Market Data, Bloomberg, Reuters, Reference Data, Database Design, System Architecture, Distributed Team..., Team Leadership, Team Building, Software Development, Software Project..., Software Product..., Enterprise Software, Network Engineering, Software Design, Software Engineering, Infrastructure, Relational Databases, Private Clouds, Extreme Programming, Network Programming, Artificial Intelligence, Graph Theory, Java, C++, C#, GUI Designing, VMware Infrastructure, Citrix, Windows Server, Sybase Adaptive Server, Gemfire, TimesTen, BEA, ActiveMQ, TIBCO, Niku Clarity, Microsoft SQL Server, Oracle SQL, Trading Strategies, Process Optimization, Desktop Administration, Desktop Computers, Solaris, Socket Programming, SQL
Education
State University of New York College at Fredonia 1991 — 1995
BS, Computer Science, Mathematics, Quantitative Economics
Cornwall Central High School 1987 — 1991
E*TRADE Financial Corporation August 2015 - Present
E*TRADE Financial Corporation November 2014 - August 2015
KnowVera, LLC March 2011 - March 2014
TIAA-CREF March 2008 - April 2011
TIAA-CREF December 2006 - March 2008
Citigroup August 2005 - April 2006
Bear Stearns & Co. Inc. June 1998 - August 2005
ASI Financial Services 1996 - 1998
AON 1995 - 1997
Skills
Order Management, Execution Management..., Front Office Trading..., Trading Systems, Market Data, Bloomberg, Reuters, Reference Data, Database Design, System Architecture, Distributed Team..., Team Leadership, Team Building, Software Development, Software Project..., Software Product..., Enterprise Software, Network Engineering, Software Design, Software Engineering, Infrastructure, Relational Databases, Private Clouds, Extreme Programming, Network Programming, Artificial Intelligence, Graph Theory, Java, C++, C#, GUI Designing, VMware Infrastructure, Citrix, Windows Server, Sybase Adaptive Server, Gemfire, TimesTen, BEA, ActiveMQ, TIBCO, Niku Clarity, Microsoft SQL Server, Oracle SQL, Trading Strategies, Process Optimization, Desktop Administration, Desktop Computers, Solaris, Socket Programming, SQL
Education
State University of New York College at Fredonia 1991 — 1995
BS, Computer Science, Mathematics, Quantitative Economics
Cornwall Central High School 1987 — 1991
Erik J. Schlindwein Erik J. Schlindwein's Bear, Stearns & Co. Inc. Experience August 2000 - April 2002
Job Client Service Supervisor at Wealth Management Firm
Industry Financial Services
Experience
Wealth Management Firm December 2005 - Present
First American Title January 2005 - August 2005
Bear Stearns & Co., Inc. August 2000 - April 2002
Skills
Series 7, 66 & 24, Bloomberg, Equities, Financial Analysis, Fundamental Analysis, Technical Analysis, Economic Research, Equity Trading, Sales, Financial Services, Portfolio Management, Trading, Mutual Funds, Investments, Bonds
Education
San Diego State University-California State University 1993 — 1998
Bachelor of Arts (B.A.), International Business
Wealth Management Firm December 2005 - Present
First American Title January 2005 - August 2005
Bear Stearns & Co., Inc. August 2000 - April 2002
Skills
Series 7, 66 & 24, Bloomberg, Equities, Financial Analysis, Fundamental Analysis, Technical Analysis, Economic Research, Equity Trading, Sales, Financial Services, Portfolio Management, Trading, Mutual Funds, Investments, Bonds
Education
San Diego State University-California State University 1993 — 1998
Bachelor of Arts (B.A.), International Business
Terese Stryker, CFA Terese Stryker, CFA's Bear, Stearns & Co. Inc. Experience 1986 - 1989
Job Finance Manager at SYDA Foundation
Industry Nonprofit Organization Management
Experience
SYDA Foundation June 2014 - Present
BNY Mellon 2007 - May 2014
Lowe Enterprises 2004 - 2007
SYDA Foundation 1996 - 2004
Bank of New York 1989 - 1996
Bear Stearns & Co., Inc. 1986 - 1989
Education
Bucknell University 1982 — 1986
Bachelor of Arts, Economics
SYDA Foundation June 2014 - Present
BNY Mellon 2007 - May 2014
Lowe Enterprises 2004 - 2007
SYDA Foundation 1996 - 2004
Bank of New York 1989 - 1996
Bear Stearns & Co., Inc. 1986 - 1989
Education
Bucknell University 1982 — 1986
Bachelor of Arts, Economics
LeeAnn Peterson Carlston LeeAnn Peterson Carlston's Bear, Stearns & Co. Inc. Experience June 2000 - February 2004
Job Word Processor at LexisNexis
Industry Financial Services
Experience
LexisNexis April 2011 - Present
US Bank May 2010 - August 2010
The Foresight Group, LLC (Salt Lake City) October 2009 - February 2010
Empyrean Capital Partners February 2004 - February 2005
Bear Stearns & Co., Inc. June 2000 - February 2004
International Planned Parenthood/WHR November 1998 - June 2000
Novell, Inc August 1998 - October 1998
Health Benefits America (HBA) 1996 - 1997
Comteam Consulting 1995 - 1996
Education
New York University 1997 — 1998
M.A., Spanish Language, Art, History, Lit.
Brigham Young University 1993 — 1996
B.A., European Studies/Spanish
LexisNexis April 2011 - Present
US Bank May 2010 - August 2010
The Foresight Group, LLC (Salt Lake City) October 2009 - February 2010
Empyrean Capital Partners February 2004 - February 2005
Bear Stearns & Co., Inc. June 2000 - February 2004
International Planned Parenthood/WHR November 1998 - June 2000
Novell, Inc August 1998 - October 1998
Health Benefits America (HBA) 1996 - 1997
Comteam Consulting 1995 - 1996
Education
New York University 1997 — 1998
M.A., Spanish Language, Art, History, Lit.
Brigham Young University 1993 — 1996
B.A., European Studies/Spanish
Christine Ortolano Christine Ortolano's Bear, Stearns & Co. Inc. Experience February 1992 - January 2007
Job Executive Assistant at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
Deutsche Bank - Fixed Income (Consultant) June 2012 - February 2015
Societe Generale June 2010 - April 2011
J. P. Morgan Securities, Inc. October 2008 - May 2009
Bear Stearns & Co., Inc. February 1992 - January 2007
Morgan Stanley April 1986 - August 1991
Skills
Series 7, Series 63, Microsoft Office 2007, Securities, Fixed Income, Bloomberg, Client Service, Investment Banking, Equities, Fixed Income Products, Institutional Clients, High Net Worth..., Compliance Matters, Oasys, DTC, Euroclear, Repos, Interest Rate Swaps, Financial Services, Trading, Bonds, Options, Derivatives, Mutual Funds, Financial Markets, Alternative Investments, Portfolio Management, Asset Management, Financial Risk, FX Options, Valuation, Private Equity, Investments, Client Services, Institutional..., Microsoft Office, Management, Finance, Sales
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
B.B.A., Management - Human Resources
The Berkeley School
A.A.S., Business Administration and Management, General
Credit Suisse May 2015 - Present
Deutsche Bank - Fixed Income (Consultant) June 2012 - February 2015
Societe Generale June 2010 - April 2011
J. P. Morgan Securities, Inc. October 2008 - May 2009
Bear Stearns & Co., Inc. February 1992 - January 2007
Morgan Stanley April 1986 - August 1991
Skills
Series 7, Series 63, Microsoft Office 2007, Securities, Fixed Income, Bloomberg, Client Service, Investment Banking, Equities, Fixed Income Products, Institutional Clients, High Net Worth..., Compliance Matters, Oasys, DTC, Euroclear, Repos, Interest Rate Swaps, Financial Services, Trading, Bonds, Options, Derivatives, Mutual Funds, Financial Markets, Alternative Investments, Portfolio Management, Asset Management, Financial Risk, FX Options, Valuation, Private Equity, Investments, Client Services, Institutional..., Microsoft Office, Management, Finance, Sales
Education
City University of New York-Baruch College - Zicklin School of Business 1996 — 2000
B.B.A., Management - Human Resources
The Berkeley School
A.A.S., Business Administration and Management, General
Kenneth Kung Kenneth Kung's Bear, Stearns & Co. Inc. Experience April 2004 - February 2005
Job Examiner at NCUA
Industry Banking
Experience
NCUA September 2009 - Present
Barclays Global Investors April 2007 - December 2008
MSCI-Barra, a Morgan Stanley Company March 2005 - April 2007
Bear Stearns & Co., Inc. April 2004 - February 2005
Thomson Financial June 2000 - May 2002
Skills
Bloomberg, Investments, Securities, Fixed Income
Education
San Francisco State University 2003 — 2005
MBA
University of California, Berkeley 1998 — 2000
BA, Economics
NCUA September 2009 - Present
Barclays Global Investors April 2007 - December 2008
MSCI-Barra, a Morgan Stanley Company March 2005 - April 2007
Bear Stearns & Co., Inc. April 2004 - February 2005
Thomson Financial June 2000 - May 2002
Skills
Bloomberg, Investments, Securities, Fixed Income
Education
San Francisco State University 2003 — 2005
MBA
University of California, Berkeley 1998 — 2000
BA, Economics
Scott J Soucy Scott J Soucy's Bear, Stearns & Co. Inc. Experience May 2004 - August 2004
Job
Industry Venture Capital & Private Equity
Experience
The CIM Group August 2012 - Present
Bank of America Merrill Lynch May 2010 - June 2012
CoreLogic LLC April 2009 - April 2010
Bernstein Global Wealth Management September 2006 - March 2009
Bernstein Global Wealth Management July 2005 - August 2006
Bear, Stearns & Co. Inc May 2004 - August 2004
Skills
Financial Modeling, Investment Management, Forecasting, Project Management, Leadership, Product Development, Market Planning, Investments, Asset Managment, Alternative Investments, Valuation, Equities, Hedge Funds, Portfolio Management, Private Equity, Series 7, Wealth Management, Investment Banking, Asset Allocation, Capital Markets
Education
Columbia Engineering 2001 — 2005
Bachelor of Science
The CIM Group August 2012 - Present
Bank of America Merrill Lynch May 2010 - June 2012
CoreLogic LLC April 2009 - April 2010
Bernstein Global Wealth Management September 2006 - March 2009
Bernstein Global Wealth Management July 2005 - August 2006
Bear, Stearns & Co. Inc May 2004 - August 2004
Skills
Financial Modeling, Investment Management, Forecasting, Project Management, Leadership, Product Development, Market Planning, Investments, Asset Managment, Alternative Investments, Valuation, Equities, Hedge Funds, Portfolio Management, Private Equity, Series 7, Wealth Management, Investment Banking, Asset Allocation, Capital Markets
Education
Columbia Engineering 2001 — 2005
Bachelor of Science
Eric Welt, CFA Eric Welt, CFA's Bear, Stearns & Co. Inc. Experience 1999 - 2005
Job Managing Director, Business Development & Client Relationship Management at Fiduciary Management Associates
Industry Investment Management
Experience
Fiduciary Management Associates March 2013 - Present
Calamos Investments August 2007 - March 2013
Security Benefit 2005 - 2007
Bear Stearns & Co., Inc. 1999 - 2005
Prudential Securities 1993 - 1999
Pfizer 1993 - 1993
Skills
Asset Management, Investments, Series 7, Mutual Funds, Asset Allocation, Institutional, Series 63, Due Diligence, Analysis, Client Service, Securities, Public Speaking, New Business Development, Investment Strategies, Investment Advisory, Wealth Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance & Marketing
Tufts University 1985 — 1989
B.A., Computer Science
Fiduciary Management Associates March 2013 - Present
Calamos Investments August 2007 - March 2013
Security Benefit 2005 - 2007
Bear Stearns & Co., Inc. 1999 - 2005
Prudential Securities 1993 - 1999
Pfizer 1993 - 1993
Skills
Asset Management, Investments, Series 7, Mutual Funds, Asset Allocation, Institutional, Series 63, Due Diligence, Analysis, Client Service, Securities, Public Speaking, New Business Development, Investment Strategies, Investment Advisory, Wealth Management, Portfolio Management
Education
New York University - Leonard N. Stern School of Business 1998 — 2001
MBA, Finance & Marketing
Tufts University 1985 — 1989
B.A., Computer Science
Robert J.W. Hill's Bear, Stearns & Co. Inc. Experience July 1997 - August 2001
Job Corporate Finance | Project Finance | Private Equity with a Green Conscience
Industry Venture Capital & Private Equity
Experience
PACE Equity, LLC October 2014 - Present
IronRock Capital Partners November 2013 - September 2014
The Fortune Group LLC March 2013 - November 2013
Private Capital Research LLC September 2010 - February 2013
Net Lease Holdings February 2010 - February 2013
Thompson Street Capital Partners January 2007 - February 2010
Brown Smith Wallace September 2005 - December 2006
ICON Capital Corp. March 2002 - August 2005
Bear Stearns & Co. Inc. July 1997 - August 2001
Skills
Private Equity, Mergers, Valuation, Corporate Finance, Mergers & Acquisitions, Selling Businesses, Merge, Acquisitions, Investment Banking, Corporate Advisory, Business Transactions, Business Acquisition, Business Advisory, Corporate Development, Private Equity Firms, Recapitalizations, M&A Negotiations, M&A execution, M&A experience, Middle Market, Generalist Profile, Family Business, Buyer Representation, Seller Representation, Financial Background, Leveraged Finance, Due Diligence, Divestitures, Financial Modeling, Equity Valuation, Financial Analysis, Venture Capital, Investments, Entrepreneurship, Strategic Planning, Deal Execution, Financial Advisory, Sustainability, Sustainability..., Green, Corporate Social..., Sustainability Marketing, Successful Business..., Owner-managed businesses, Strategic Selling, Strategic Partnerships, LBO, Transition Planning, Exit Strategies, CEO Succession
Education
Princeton University 1991 — 1995
A.B., History
Pepperdine University 1995 — 1996
Dec. 1996, M.A. in History (American Economic emphasis)
Phillips Academy ("Andover") 1987 — 1991
High School, College Preparatory Boarding School
Dhahran, KSA Junior High School 1986 — 1987
9th Grade, ARAMCO Saudi Oil Company sponsored education
PACE Equity, LLC October 2014 - Present
IronRock Capital Partners November 2013 - September 2014
The Fortune Group LLC March 2013 - November 2013
Private Capital Research LLC September 2010 - February 2013
Net Lease Holdings February 2010 - February 2013
Thompson Street Capital Partners January 2007 - February 2010
Brown Smith Wallace September 2005 - December 2006
ICON Capital Corp. March 2002 - August 2005
Bear Stearns & Co. Inc. July 1997 - August 2001
Skills
Private Equity, Mergers, Valuation, Corporate Finance, Mergers & Acquisitions, Selling Businesses, Merge, Acquisitions, Investment Banking, Corporate Advisory, Business Transactions, Business Acquisition, Business Advisory, Corporate Development, Private Equity Firms, Recapitalizations, M&A Negotiations, M&A execution, M&A experience, Middle Market, Generalist Profile, Family Business, Buyer Representation, Seller Representation, Financial Background, Leveraged Finance, Due Diligence, Divestitures, Financial Modeling, Equity Valuation, Financial Analysis, Venture Capital, Investments, Entrepreneurship, Strategic Planning, Deal Execution, Financial Advisory, Sustainability, Sustainability..., Green, Corporate Social..., Sustainability Marketing, Successful Business..., Owner-managed businesses, Strategic Selling, Strategic Partnerships, LBO, Transition Planning, Exit Strategies, CEO Succession
Education
Princeton University 1991 — 1995
A.B., History
Pepperdine University 1995 — 1996
Dec. 1996, M.A. in History (American Economic emphasis)
Phillips Academy ("Andover") 1987 — 1991
High School, College Preparatory Boarding School
Dhahran, KSA Junior High School 1986 — 1987
9th Grade, ARAMCO Saudi Oil Company sponsored education
David Gouiran's Bear, Stearns & Co. Inc. Experience January 1998 - August 2002
Job Economics & Legal Professional
Industry Legal Services
Experience
Delta Economic Advisors March 2013 - Present
Delta Capital Management September 2004 - March 2013
Deutsche Bank AG August 2002 - August 2004
Bear, Stearns & Co. Inc January 1998 - August 2002
FIMAT Futures USA, Inc January 1997 - May 1997
Office of the I.R.S. District Counsel August 1996 - December 1996
Skills
Real Estate, ISDA Negotiation, Legal Documents, Investment Advisory, Due Diligence, New Business Development, Contract Negotiation, Investment Properties, Microsoft Excel, Marketing, Microsoft Office, Research, Prime Brokerage, Legal Research, FX Derivatives, Derivatives, Credit Negotiations, ISDA negotiations, Establishing New..., Transaction Support, ISDA, Trading, Investments, FX Options, Portfolio Management, Investment Management, Foreign Exchange, Bonds, Structured Finance, Securities Lending, Alternative Investments, Fixed Income, Banking, Capital Markets, Finance, Economics, Financial Markets, Negotiation, Financial Planning, Legal Writing, Hedge Funds, Personal Injury, Wrongful Death, Civil Litigation, Litigation, Commercial Litigation, Courts
Education
Columbia Business School 1992 — 1994
MBA, Investments and Real Estate Finance
New York Law School 1994 — 1997
JD, Law
New York University: Stern School of Business 1987 — 1991
BS, Economics and International Business
Staten Island Academy 1984 — 1987
Stuyvesant High School 1983 — 1984
Delta Economic Advisors March 2013 - Present
Delta Capital Management September 2004 - March 2013
Deutsche Bank AG August 2002 - August 2004
Bear, Stearns & Co. Inc January 1998 - August 2002
FIMAT Futures USA, Inc January 1997 - May 1997
Office of the I.R.S. District Counsel August 1996 - December 1996
Skills
Real Estate, ISDA Negotiation, Legal Documents, Investment Advisory, Due Diligence, New Business Development, Contract Negotiation, Investment Properties, Microsoft Excel, Marketing, Microsoft Office, Research, Prime Brokerage, Legal Research, FX Derivatives, Derivatives, Credit Negotiations, ISDA negotiations, Establishing New..., Transaction Support, ISDA, Trading, Investments, FX Options, Portfolio Management, Investment Management, Foreign Exchange, Bonds, Structured Finance, Securities Lending, Alternative Investments, Fixed Income, Banking, Capital Markets, Finance, Economics, Financial Markets, Negotiation, Financial Planning, Legal Writing, Hedge Funds, Personal Injury, Wrongful Death, Civil Litigation, Litigation, Commercial Litigation, Courts
Education
Columbia Business School 1992 — 1994
MBA, Investments and Real Estate Finance
New York Law School 1994 — 1997
JD, Law
New York University: Stern School of Business 1987 — 1991
BS, Economics and International Business
Staten Island Academy 1984 — 1987
Stuyvesant High School 1983 — 1984
Kenneth Gladstein Kenneth Gladstein's Bear, Stearns & Co. Inc. Experience 1985 - 1990
Job President Sares Regis Multifamily Fund
Industry Real Estate
Experience
Sares-Regis Group June 2003 - Present
Limar Realty Group 2001 - 2003
Property Capital, Inc. & LoopNet 1999 - 2001
Metropolis Partners, Inc. 1996 - 1999
Nomura Securities 1992 - 1995
Bear Stearns & Co., Inc. 1985 - 1990
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tufts University
BA, Economics
Sares-Regis Group June 2003 - Present
Limar Realty Group 2001 - 2003
Property Capital, Inc. & LoopNet 1999 - 2001
Metropolis Partners, Inc. 1996 - 1999
Nomura Securities 1992 - 1995
Bear Stearns & Co., Inc. 1985 - 1990
Education
New York University - Leonard N. Stern School of Business
MBA, Finance
Tufts University
BA, Economics
Miroslava Minkova's Bear, Stearns & Co. Inc. Experience July 2006 - May 2008
Job Vice President, Life Science Tools & Diagnostics at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. July 2012 - August 2014
Leerink Swann January 2010 - July 2012
Leerink Swann June 2008 - December 2009
Bear Stearns & Co., Inc. July 2006 - May 2008
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Equities, Investment Banking, Investment Research, Bloomberg
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Finance
Truman State University 1999 — 2002
B.S. and B.A., Business Administration
Stifel Financial Corp. August 2014 - Present
Stifel Financial Corp. July 2012 - August 2014
Leerink Swann January 2010 - July 2012
Leerink Swann June 2008 - December 2009
Bear Stearns & Co., Inc. July 2006 - May 2008
Skills
Equity Research, Financial Modeling, Valuation, Financial Analysis, Capital Markets, Equities, Investment Banking, Investment Research, Bloomberg
Education
University of Wisconsin-Madison - School of Business 2004 — 2006
MBA, Finance
Truman State University 1999 — 2002
B.S. and B.A., Business Administration
Wayne Stoltenberg Wayne Stoltenberg's Bear, Stearns & Co. Inc. Experience January 1997 - September 2008
Job Senior Vice President & Chief Financial Officer at Cinco Resources, Inc.
Industry Oil & Energy
Experience
Cinco Resources, Inc. October 2008 - Present
Bear Stearns & Co. Inc. January 1997 - September 2008
Skills
Financial Analysis, Investment Banking, Financial Modeling, Investments, Natural Gas, Finance, Petroleum, Capital Structure, Private Equity, Management, Energy, Due Diligence, Mergers, IPO, Mergers & Acquisitions, Financial Reporting, Microsoft Excel, Investor Relations, Divestitures, Gas, Corporate Finance, Energy Industry, Accounting
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1995
MBA, Finance & Economics
Columbia College (NY) 1986 — 1990
BA, Literature, Economics
Cinco Resources, Inc. October 2008 - Present
Bear Stearns & Co. Inc. January 1997 - September 2008
Skills
Financial Analysis, Investment Banking, Financial Modeling, Investments, Natural Gas, Finance, Petroleum, Capital Structure, Private Equity, Management, Energy, Due Diligence, Mergers, IPO, Mergers & Acquisitions, Financial Reporting, Microsoft Excel, Investor Relations, Divestitures, Gas, Corporate Finance, Energy Industry, Accounting
Education
The University of Texas at Austin - Red McCombs School of Business 1994 — 1995
MBA, Finance & Economics
Columbia College (NY) 1986 — 1990
BA, Literature, Economics
Denise Baggiani Denise Baggiani's Bear, Stearns & Co. Inc. Experience May 1989 - August 2008
Job Professional dog walker and pet sitter at Denise's Dogs
Industry Consumer Services
Experience
Denise's Dogs February 2010 - Present
lucy activewear October 2008 - December 2010
Smith & Hawken December 2006 - November 2009
Bear Stearns & Co., Inc. May 1989 - August 2008
Skills
Excel, Microsoft Office, Customer Service, PowerPoint, Customer Relations, Word, Fundraising, Microsoft Word, Outlook, Microsoft Excel, Event Planning, Public Speaking, Sales, Strategic Planning, Time Management
Education
College of San Mateo
AA, Real Estate
Denise's Dogs February 2010 - Present
lucy activewear October 2008 - December 2010
Smith & Hawken December 2006 - November 2009
Bear Stearns & Co., Inc. May 1989 - August 2008
Skills
Excel, Microsoft Office, Customer Service, PowerPoint, Customer Relations, Word, Fundraising, Microsoft Word, Outlook, Microsoft Excel, Event Planning, Public Speaking, Sales, Strategic Planning, Time Management
Education
College of San Mateo
AA, Real Estate
Tom Gioia Tom Gioia's Bear, Stearns & Co. Inc. Experience January 2001 - January 2003
Job
Industry Transportation/Trucking/Railroad
Experience
Custom Ecology, Inc. 2014 - Present
Roadrunner Transportation Systems 2012 - 2014
Longreach Capital 2009 - 2011
Wind Point Partners 2008 - 2009
Georgia Pacific, LLC 2007 - 2007
Commercial Vehicle Group, Inc 2005 - 2006
Thayer Capital Partners 2003 - 2005
Bear, Stearns & Co. Inc January 2001 - January 2003
Skills
New Business Development, Company Acquisitions, General Management, Private Equity, Mergers, Due Diligence, Venture Capital, Corporate Development, Financial Modeling, Corporate Finance, Valuation, Entrepreneurship, Business Strategy, Investment Banking, Investments, Financial Analysis, Strategic Planning, Strategy, Business Development, Management Consulting, Competitive Analysis, Start-ups, Divestitures, Executive Management, Finance, Management, Mergers & Acquisitions, Negotiation, Strategic Partnerships, Analysis, Market Research
Education
Harvard Business School 2006 — 2008
Masters
Yale 1997 — 2001
B.S. with Distinction
Custom Ecology, Inc. 2014 - Present
Roadrunner Transportation Systems 2012 - 2014
Longreach Capital 2009 - 2011
Wind Point Partners 2008 - 2009
Georgia Pacific, LLC 2007 - 2007
Commercial Vehicle Group, Inc 2005 - 2006
Thayer Capital Partners 2003 - 2005
Bear, Stearns & Co. Inc January 2001 - January 2003
Skills
New Business Development, Company Acquisitions, General Management, Private Equity, Mergers, Due Diligence, Venture Capital, Corporate Development, Financial Modeling, Corporate Finance, Valuation, Entrepreneurship, Business Strategy, Investment Banking, Investments, Financial Analysis, Strategic Planning, Strategy, Business Development, Management Consulting, Competitive Analysis, Start-ups, Divestitures, Executive Management, Finance, Management, Mergers & Acquisitions, Negotiation, Strategic Partnerships, Analysis, Market Research
Education
Harvard Business School 2006 — 2008
Masters
Yale 1997 — 2001
B.S. with Distinction
Amila Karunaratne, MBA Amila Karunaratne, MBA's Bear, Stearns & Co. Inc. Experience 2007 - 2008
Job President, CEO & Founder; iHealth Oasis, Inc.
Industry Medical Practice
Experience
iHealth Oasis, Inc. January 2014 - Present
Alpha BioPharma Advisors, LLC. December 2013 - Present
Viscogliosi Brothers, LLC. 2009 - 2013
Viscogliosi Brothers, LLC. 2008 - 2009
Bear Stearns & Co. Inc. 2007 - 2008
Pace University 2004 - 2006
Weill Cornell Medical College 2001 - 2004
University of Toronto 1997 - 2001
Mt. Sinai School of Medicine 1995 - 1997
Skills
Business Development, Business Analysis, Business Strategy, New Business Development, Healthcare Market..., Healthcare Market..., Corporate Finance, Due Diligence, Sciencetific Diligence, Deal Sourcing, Capital Raising, Cross-Functional..., Operations Management, Product Launch, KOL development, Market Development, Emerging Markets, Frontier Markets, Research & Development, Valuation, Financial Modeling, Biotechnology, Medical Devices, Orthopedics, Gene Discovery, Cross-functional Team..., Market Research, Investment Banking, Start-ups, Investments, Financial Analysis, Orthopedic, Strategy
Education
Pace University - Lubin School of Business
MBA Honors, Finance
Queens College
BA Honors, Biology and Cultural Anthropology
St. Paul's Milagiriya Girls' School, Colombo, Sri Lanka
Pre-GCE O/L Presidential Honors, Bio Sciences stream
iHealth Oasis, Inc. January 2014 - Present
Alpha BioPharma Advisors, LLC. December 2013 - Present
Viscogliosi Brothers, LLC. 2009 - 2013
Viscogliosi Brothers, LLC. 2008 - 2009
Bear Stearns & Co. Inc. 2007 - 2008
Pace University 2004 - 2006
Weill Cornell Medical College 2001 - 2004
University of Toronto 1997 - 2001
Mt. Sinai School of Medicine 1995 - 1997
Skills
Business Development, Business Analysis, Business Strategy, New Business Development, Healthcare Market..., Healthcare Market..., Corporate Finance, Due Diligence, Sciencetific Diligence, Deal Sourcing, Capital Raising, Cross-Functional..., Operations Management, Product Launch, KOL development, Market Development, Emerging Markets, Frontier Markets, Research & Development, Valuation, Financial Modeling, Biotechnology, Medical Devices, Orthopedics, Gene Discovery, Cross-functional Team..., Market Research, Investment Banking, Start-ups, Investments, Financial Analysis, Orthopedic, Strategy
Education
Pace University - Lubin School of Business
MBA Honors, Finance
Queens College
BA Honors, Biology and Cultural Anthropology
St. Paul's Milagiriya Girls' School, Colombo, Sri Lanka
Pre-GCE O/L Presidential Honors, Bio Sciences stream
Timothy Sullivan Timothy Sullivan's Bear, Stearns & Co. Inc. Experience January 2000 - September 2005
Job Partner at AJU IB INVESTMENT
Industry Venture Capital & Private Equity
Experience
AJU IB INVESTMENT January 2014 - Present
Molecular Templates July 2014 - Present
RBS Citizens December 2011 - February 2014
Cornerstone Pharmaceuticals March 2010 - December 2011
Althea Partners, LLC April 2009 - December 2011
Jefferies & Company August 2005 - April 2009
Bear Stearns & Co. Inc. January 2000 - September 2005
Deloitte Consulting August 1999 - December 1999
Skills
Healthcare, Pharmaceutical Industry, Biotechnology, Medical Devices, Medical Diagnostics, Corporate Development, Financial Modeling, Mergers, Due Diligence, Valuation, Start-ups, Business Strategy, Business Development, Financial Analysis, Strategic Planning, Strategy, Data Analysis, Investor Relations, Entrepreneurship
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Business Administration
Harvard University 1991 — 1993
BA, Biology
Syracuse University 1989 — 1991
Biology, General
Milton Academy 1981 — 1989
AJU IB INVESTMENT January 2014 - Present
Molecular Templates July 2014 - Present
RBS Citizens December 2011 - February 2014
Cornerstone Pharmaceuticals March 2010 - December 2011
Althea Partners, LLC April 2009 - December 2011
Jefferies & Company August 2005 - April 2009
Bear Stearns & Co. Inc. January 2000 - September 2005
Deloitte Consulting August 1999 - December 1999
Skills
Healthcare, Pharmaceutical Industry, Biotechnology, Medical Devices, Medical Diagnostics, Corporate Development, Financial Modeling, Mergers, Due Diligence, Valuation, Start-ups, Business Strategy, Business Development, Financial Analysis, Strategic Planning, Strategy, Data Analysis, Investor Relations, Entrepreneurship
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Business Administration
Harvard University 1991 — 1993
BA, Biology
Syracuse University 1989 — 1991
Biology, General
Milton Academy 1981 — 1989
H. Andrew Decker's Bear, Stearns & Co. Inc. Experience July 1991 - June 2008
Job Senior Managing Director at Guggenheim Capital Markets
Industry Investment Banking
Experience
Guggenheim Securities, LLC June 2009 - Present
Merrill Lynch & Co. June 2008 - January 2009
Bear Stearns & Co. Inc. July 1991 - June 2008
Sherman Broadcasting Corporation 1988 - 1991
Skills
Private Equity, Investment Banking, Corporate Development, Valuation, Capital Markets, Start-ups, Equities, Mergers & Acquisitions, Financial Modeling, Fixed Income, Due Diligence, Venture Capital, Capital Raising, Hedge Funds
Education
Harvard University 1972 — 1976
Bachelor's degree, Government and Economics
Guggenheim Securities, LLC June 2009 - Present
Merrill Lynch & Co. June 2008 - January 2009
Bear Stearns & Co. Inc. July 1991 - June 2008
Sherman Broadcasting Corporation 1988 - 1991
Skills
Private Equity, Investment Banking, Corporate Development, Valuation, Capital Markets, Start-ups, Equities, Mergers & Acquisitions, Financial Modeling, Fixed Income, Due Diligence, Venture Capital, Capital Raising, Hedge Funds
Education
Harvard University 1972 — 1976
Bachelor's degree, Government and Economics
David Langendorfer David Langendorfer's Bear, Stearns & Co. Inc. Experience January 1999 - June 2008
Job Senior Project Manager at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon May 2010 - Present
IMR Technology Solutions May 2010 - February 2012
JPMorgan Chase June 2008 - October 2009
BEAR, STEARNS & CO. INC January 1999 - June 2008
Union Bank of Switzerland January 1992 - December 1998
SALOMON BROTHERS INC January 1985 - January 1992
Skills
Derivatives, ISDA, Credit Derivatives, Swaps, Interest Rate..., CDS, Equity Derivatives, Securitization, Structured Products, Series 7, ABS, Middle Office, Collateral Management, Product Development, Lotus Notes, Critical Chain Project...
Education
Binghamton University 1980 — 1982
BS, Political Science
SUNY @ Fredonia 1976 — 1978
BNY Mellon May 2010 - Present
IMR Technology Solutions May 2010 - February 2012
JPMorgan Chase June 2008 - October 2009
BEAR, STEARNS & CO. INC January 1999 - June 2008
Union Bank of Switzerland January 1992 - December 1998
SALOMON BROTHERS INC January 1985 - January 1992
Skills
Derivatives, ISDA, Credit Derivatives, Swaps, Interest Rate..., CDS, Equity Derivatives, Securitization, Structured Products, Series 7, ABS, Middle Office, Collateral Management, Product Development, Lotus Notes, Critical Chain Project...
Education
Binghamton University 1980 — 1982
BS, Political Science
SUNY @ Fredonia 1976 — 1978
James Schneider James Schneider's Bear, Stearns & Co. Inc. Experience 1992 - 1997
Job Managing Director, Chief Technology Officer at KPMG Spectrum
Industry Accounting
Experience
KPMG March 1997 - Present
Bear Stearns & Co. Inc. 1992 - 1997
Newsweek 1989 - 1991
International Paper 1987 - 1989
IMS Health 1986 - 1987
Skills
IT Strategy, Enterprise Architecture, IT Management, Information Security..., Information Security, Business Process..., Business Continuity, SDLC, Governance, Disaster Recovery, Business Analysis, Information Technology
Education
Iona College 1990 — 1995
MBA, MIS
Saint Thomas Aquinas College 1982 — 1986
BS, Mathematics & Computer Science
KPMG March 1997 - Present
Bear Stearns & Co. Inc. 1992 - 1997
Newsweek 1989 - 1991
International Paper 1987 - 1989
IMS Health 1986 - 1987
Skills
IT Strategy, Enterprise Architecture, IT Management, Information Security..., Information Security, Business Process..., Business Continuity, SDLC, Governance, Disaster Recovery, Business Analysis, Information Technology
Education
Iona College 1990 — 1995
MBA, MIS
Saint Thomas Aquinas College 1982 — 1986
BS, Mathematics & Computer Science
Robert J. Calabrese Robert J. Calabrese's Bear, Stearns & Co. Inc. Experience July 2006 - April 2007
Job Network Practice Manager at Eastern Computer Exchange
Industry Information Technology and Services
Experience
Eastern Computer Exchange, Inc. April 2011 - Present
US Air National National Guard December 2006 - Present
Transnet Corporation April 2007 - April 2011
Bear Stearns & Co. Inc. July 2006 - April 2007
Forsythe Solutions 2000 - 2005
Colorado Technical University September 2000 - June 2003
CalTech Software Systems, Inc. January 1988 - September 1998
USAF September 1979 - June 1992
Skills
• Cisco Certified..., Cisco Certified, CompTIA, Data Center, Network Architecture, Cisco Technologies, VoIP, WAN, BGP, A+, Firewalls, CCNA, Cisco Call Manager, Network+, VPN, Networking, Microsoft Certified..., Virtualization, Unified Communications, Routers, Microsoft Exchange, Routing, Security, Switches, Active Directory, Servers, Disaster Recovery, Storage, Pre-sales, Cloud Computing, LAN-WAN, Network Security, Managed Services, Network Administration, VMware, Storage Area Networks, VMware ESX, SAN, Cisco IOS, Network Design, Windows Server, Citrix
Education
New Jersey Institute of Technology 2007 — 2009
MS, Master of Science, Management of Technology
Colorado Technical University 2000 — 2003
BS, Bachelor of Science, Information Technology Management
High School
Eastern Computer Exchange, Inc. April 2011 - Present
US Air National National Guard December 2006 - Present
Transnet Corporation April 2007 - April 2011
Bear Stearns & Co. Inc. July 2006 - April 2007
Forsythe Solutions 2000 - 2005
Colorado Technical University September 2000 - June 2003
CalTech Software Systems, Inc. January 1988 - September 1998
USAF September 1979 - June 1992
Skills
• Cisco Certified..., Cisco Certified, CompTIA, Data Center, Network Architecture, Cisco Technologies, VoIP, WAN, BGP, A+, Firewalls, CCNA, Cisco Call Manager, Network+, VPN, Networking, Microsoft Certified..., Virtualization, Unified Communications, Routers, Microsoft Exchange, Routing, Security, Switches, Active Directory, Servers, Disaster Recovery, Storage, Pre-sales, Cloud Computing, LAN-WAN, Network Security, Managed Services, Network Administration, VMware, Storage Area Networks, VMware ESX, SAN, Cisco IOS, Network Design, Windows Server, Citrix
Education
New Jersey Institute of Technology 2007 — 2009
MS, Master of Science, Management of Technology
Colorado Technical University 2000 — 2003
BS, Bachelor of Science, Information Technology Management
High School
Chris Gjersvik Chris Gjersvik's Bear, Stearns & Co. Inc. Experience June 1988 - June 1990
Job Principal Engineer at Pearson Technology
Industry Information Technology and Services
Experience
Pearson plc. June 1990 - Present
Pearson Education 1990 - Present
Village of Washingtonville March 1998 - 2000
Simon & Schuster (Viacom) June 1990 - January 1999
Bear Stearns & Co., Inc. June 1988 - June 1990
First Boston Capital Group (Credit Suisse First Boston ) July 1983 - June 1988
Computer Science Corporation November 1980 - July 1983
Skills
Windows Server, Cisco Technologies, Vendor Management, System Deployment, Routers, WAN, Remote Access, Data Center, Disaster Recovery, Servers, IT Management, Troubleshooting, Unix, DNS, IT Operations, Integration, Enterprise Software, Enterprise Architecture, Network Administration, VPN, DHCP, Project Management, Infrastructure, Active Directory, Networking, Network Engineering, VoIP, Security, Computer Hardware, Help Desk Support, Resource Management, Windows, Virtualization, Software Installation, Technical Support, SAN, VMware, SharePoint, ITIL
Education
Purchase College, SUNY 1981 — 1983
Data Processing Certificate Program, MIS
Iona College 1979 — 1981
MBA program, MIS
Concordia College 1974 — 1978
B.A., Education
Pearson plc. June 1990 - Present
Pearson Education 1990 - Present
Village of Washingtonville March 1998 - 2000
Simon & Schuster (Viacom) June 1990 - January 1999
Bear Stearns & Co., Inc. June 1988 - June 1990
First Boston Capital Group (Credit Suisse First Boston ) July 1983 - June 1988
Computer Science Corporation November 1980 - July 1983
Skills
Windows Server, Cisco Technologies, Vendor Management, System Deployment, Routers, WAN, Remote Access, Data Center, Disaster Recovery, Servers, IT Management, Troubleshooting, Unix, DNS, IT Operations, Integration, Enterprise Software, Enterprise Architecture, Network Administration, VPN, DHCP, Project Management, Infrastructure, Active Directory, Networking, Network Engineering, VoIP, Security, Computer Hardware, Help Desk Support, Resource Management, Windows, Virtualization, Software Installation, Technical Support, SAN, VMware, SharePoint, ITIL
Education
Purchase College, SUNY 1981 — 1983
Data Processing Certificate Program, MIS
Iona College 1979 — 1981
MBA program, MIS
Concordia College 1974 — 1978
B.A., Education
Michael Booth's Bear, Stearns & Co. Inc. Experience January 1999 - April 2006
Job Senior Director, Mobile Practice Lead at NTT Data, Inc.
Industry Information Technology and Services
Experience
NTT DATA, Inc. December 2009 - Present
Cox Target Media June 2008 - October 2009
PricewaterhouseCoopers September 2006 - June 2008
CIBERSites April 2006 - September 2006
Bear Stearns & Co., Inc. January 1999 - April 2006
Jefferies and Company September 1996 - January 1999
Computer Task Group May 1996 - September 1996
NYNEX Corporation (Verizon Communications) October 1995 - May 1996
Skills
E-commerce, JavaScript, Oracle, Mobile Applications, Perl, XML, Java Enterprise Edition, Databases, Java, Linux, Business Analysis, MySQL, Tomcat, Web Development, Strategy, Agile Methodologies, Web Applications, Management, Risk Management, Business Development, Database Design, Software Documentation, JSP, Team Leadership, HTML, Enterprise Architecture, Mobile Devices, Computer Architecture, Integration, Networking, Requirements Gathering
Education
Drexel University
NTT DATA, Inc. December 2009 - Present
Cox Target Media June 2008 - October 2009
PricewaterhouseCoopers September 2006 - June 2008
CIBERSites April 2006 - September 2006
Bear Stearns & Co., Inc. January 1999 - April 2006
Jefferies and Company September 1996 - January 1999
Computer Task Group May 1996 - September 1996
NYNEX Corporation (Verizon Communications) October 1995 - May 1996
Skills
E-commerce, JavaScript, Oracle, Mobile Applications, Perl, XML, Java Enterprise Edition, Databases, Java, Linux, Business Analysis, MySQL, Tomcat, Web Development, Strategy, Agile Methodologies, Web Applications, Management, Risk Management, Business Development, Database Design, Software Documentation, JSP, Team Leadership, HTML, Enterprise Architecture, Mobile Devices, Computer Architecture, Integration, Networking, Requirements Gathering
Education
Drexel University
Thomas Fox Thomas Fox's Bear, Stearns & Co. Inc. Experience April 1996 - April 2008
Job
Industry Computer Software
Experience
Digital Native Analytics November 2013 - Present
Bank of America November 2010 - September 2013
JP Morgan April 2008 - December 2010
Bear Stearns & Co. Inc. April 1996 - April 2008
Centre Re Financial Products January 1993 - April 1996
Kidder Peabody February 1992 - April 1993
Veson Computer Systems, Inc. September 1988 - January 1992
Education
Columbia University in the City of New York 1991 — 1992
MS, Computer Science
New York University 1996 — 1998
MA, Mathematics
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Digital Native Analytics November 2013 - Present
Bank of America November 2010 - September 2013
JP Morgan April 2008 - December 2010
Bear Stearns & Co. Inc. April 1996 - April 2008
Centre Re Financial Products January 1993 - April 1996
Kidder Peabody February 1992 - April 1993
Veson Computer Systems, Inc. September 1988 - January 1992
Education
Columbia University in the City of New York 1991 — 1992
MS, Computer Science
New York University 1996 — 1998
MA, Mathematics
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Kimberly Quinones Kimberly Quinones's Bear, Stearns & Co. Inc. Experience 1990 - 1991
Job Senior Finance Professional
Industry Financial Services
Experience
Ramirez & Co., Inc. 2006 - 2012
Citi 2000 - 2005
Raymond James Financial, Inc. 1997 - 2000
City of New York, Office of the Mayor 1996 - 1997
Citicorp Securities, Inc. 1992 - 1996
Bear Stearns & Co., Inc. 1990 - 1991
Prudential-Bache Capital Funding 1983 - 1990
Skills
Public Finance, Capital Markets, Infrastructure, Transportation, New Business Development, Relationship Management, Deal Execution, State Government, Local Government, Economic Development, Leadership Development, Diversity & Inclusion
Education
Princeton University 1978 — 1982
Bachelor’s Degree, Economics
Ramirez & Co., Inc. 2006 - 2012
Citi 2000 - 2005
Raymond James Financial, Inc. 1997 - 2000
City of New York, Office of the Mayor 1996 - 1997
Citicorp Securities, Inc. 1992 - 1996
Bear Stearns & Co., Inc. 1990 - 1991
Prudential-Bache Capital Funding 1983 - 1990
Skills
Public Finance, Capital Markets, Infrastructure, Transportation, New Business Development, Relationship Management, Deal Execution, State Government, Local Government, Economic Development, Leadership Development, Diversity & Inclusion
Education
Princeton University 1978 — 1982
Bachelor’s Degree, Economics
★Frank McNair★ LION ★Frank McNair★ LION's Bear, Stearns & Co. Inc. Experience 1999 - 2008
Job IT Project Manager
Industry Information Technology and Services
Experience
PwC April 2015 - Present
JPMorgan Chase April 2009 - September 2014
Bear Stearns & Co. Inc. 1999 - 2008
Time Inc. 1996 - 1999
Smith Barney January 1994 - December 1995
Securities Industry Automation Corporation 1992 - 1994
Skills
Project Management, Sanctions Screening, OFAC, Dodd-Frank, Regulatory Compliance, SDLC, Vendor Management, CRM, Change Management, Mergers & Acquisitions, Employee Management, Master Data Management, Business Intelligence, AML, Software Development, Cloud Computing, TFS, Salesforce.com..., Agile & Waterfall..., Application Lifecycle..., PnL Management, General Ledger, Salesforce.com..., Software Implementation..., CRMFusion, Visio, ETL Tools, Microsoft Office, Mobile Applications, Release Management, OLAP, MSBI, Apex Data Loader, Sales Cloud, Visual Studio, SQL, MS Project, PMO Development, JIRA, XML, ITSM Change Management, IT Project..., Metrics Reporting, Pegasystems PRPC, BPM, ColdFusion, Managing Workflow, IRM, KPI Reports, RFP Generation
Education
Grumman Data Systems Institute 1983 — 1984
Computer Programming Diploma, Business Computer Programming
Hofstra University 1978 — 1979
Chemistry
PwC April 2015 - Present
JPMorgan Chase April 2009 - September 2014
Bear Stearns & Co. Inc. 1999 - 2008
Time Inc. 1996 - 1999
Smith Barney January 1994 - December 1995
Securities Industry Automation Corporation 1992 - 1994
Skills
Project Management, Sanctions Screening, OFAC, Dodd-Frank, Regulatory Compliance, SDLC, Vendor Management, CRM, Change Management, Mergers & Acquisitions, Employee Management, Master Data Management, Business Intelligence, AML, Software Development, Cloud Computing, TFS, Salesforce.com..., Agile & Waterfall..., Application Lifecycle..., PnL Management, General Ledger, Salesforce.com..., Software Implementation..., CRMFusion, Visio, ETL Tools, Microsoft Office, Mobile Applications, Release Management, OLAP, MSBI, Apex Data Loader, Sales Cloud, Visual Studio, SQL, MS Project, PMO Development, JIRA, XML, ITSM Change Management, IT Project..., Metrics Reporting, Pegasystems PRPC, BPM, ColdFusion, Managing Workflow, IRM, KPI Reports, RFP Generation
Education
Grumman Data Systems Institute 1983 — 1984
Computer Programming Diploma, Business Computer Programming
Hofstra University 1978 — 1979
Chemistry
John Tonelli John Tonelli's Bear, Stearns & Co. Inc. Experience November 2003 - May 2008
Job Managing Director, Head of Debt Capital Markets & Syndication at Oppenheimer & Co Inc,
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2015 - Present
Garnero Group Acquisition Co., Inc (NASD: GGAC) September 2014 - Present
Argo Group International Holdings, Ltd. (NASD:AGII) February 2010 - Present
Advanced Global Capital, LLC & Advanced Global Securities Corp. August 2012 - June 2015
Corporacion America May 2009 - August 2012
Converse Bank 2009 - 2010
J.P. Morgan November 2003 - August 2009
Bear Stearns & Co., Inc. November 2003 - May 2008
International Venture Partners April 1999 - November 2003
Cadwalader, Wickersham & Taft LLP June 1992 - May 1999
Skills
Capital Markets, Emerging Markets, Investment Banking, Hedge Funds, Due Diligence, Private Equity, Investments, Corporate Finance
Education
Harvard University 2002 — 2003
Advanced Management Program
Fordham University 1990 — 1992
Doctor of Law (J.D.), International Finance
Fordham University 1989 — 1992
Master of Business Administration (M.B.A.), International Finance
Columbia University in the City of New York 1983 — 1987
Bachelor's Degree
Kent School 1979 — 1982
High School
Oppenheimer & Co. Inc. June 2015 - Present
Garnero Group Acquisition Co., Inc (NASD: GGAC) September 2014 - Present
Argo Group International Holdings, Ltd. (NASD:AGII) February 2010 - Present
Advanced Global Capital, LLC & Advanced Global Securities Corp. August 2012 - June 2015
Corporacion America May 2009 - August 2012
Converse Bank 2009 - 2010
J.P. Morgan November 2003 - August 2009
Bear Stearns & Co., Inc. November 2003 - May 2008
International Venture Partners April 1999 - November 2003
Cadwalader, Wickersham & Taft LLP June 1992 - May 1999
Skills
Capital Markets, Emerging Markets, Investment Banking, Hedge Funds, Due Diligence, Private Equity, Investments, Corporate Finance
Education
Harvard University 2002 — 2003
Advanced Management Program
Fordham University 1990 — 1992
Doctor of Law (J.D.), International Finance
Fordham University 1989 — 1992
Master of Business Administration (M.B.A.), International Finance
Columbia University in the City of New York 1983 — 1987
Bachelor's Degree
Kent School 1979 — 1982
High School
Gary Distell Gary Distell's Bear, Stearns & Co. Inc. Experience December 1996 - June 2008
Job Senior Consultant at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners April 2015 - Present
Cantor Fitzgerald/BGC February 2010 - March 2015
Katten Muchin Rosenman LLP July 2008 - January 2010
Bear, Stearns & Co. Inc December 1996 - June 2008
Institutional Direct, Inc. June 2002 - April 2006
National Association of Securities Dealers October 1992 - December 1996
FINRA (Formerly NASD) 1992 - 1996
Skills
Securities, Compliance, Hedge Funds, Trading, FINRA, Prime Brokerage, Securities Regulation, Capital Markets, Equities, Equity Trading, Trading Systems, Private Equity, Financial Services, Mutual Funds, Dodd-Frank, Series 7, Alternative Investments, Mergers & Acquisitions, Investments, Fixed Income, Financial Regulation, Broker-Dealer, Derivatives, Options, Asset Management, Series 24, AML, Electronic Trading, Structured Products, Financial Markets, Investment Banking, Bonds, Series 63, Corporate Governance, Private Placements, Securities Litigation, Bloomberg, ETFs, Investment Advisory, Wealth Management
Education
Georgetown University Law Center 1992 — 1996
LL.M.
The George Washington University Law School 1989 — 1992
J.D.
Penn State University 1982 — 1985
Bachelor of Science (B.S.)
Lower Merion High School 1978 — 1982
Guggenheim Partners April 2015 - Present
Cantor Fitzgerald/BGC February 2010 - March 2015
Katten Muchin Rosenman LLP July 2008 - January 2010
Bear, Stearns & Co. Inc December 1996 - June 2008
Institutional Direct, Inc. June 2002 - April 2006
National Association of Securities Dealers October 1992 - December 1996
FINRA (Formerly NASD) 1992 - 1996
Skills
Securities, Compliance, Hedge Funds, Trading, FINRA, Prime Brokerage, Securities Regulation, Capital Markets, Equities, Equity Trading, Trading Systems, Private Equity, Financial Services, Mutual Funds, Dodd-Frank, Series 7, Alternative Investments, Mergers & Acquisitions, Investments, Fixed Income, Financial Regulation, Broker-Dealer, Derivatives, Options, Asset Management, Series 24, AML, Electronic Trading, Structured Products, Financial Markets, Investment Banking, Bonds, Series 63, Corporate Governance, Private Placements, Securities Litigation, Bloomberg, ETFs, Investment Advisory, Wealth Management
Education
Georgetown University Law Center 1992 — 1996
LL.M.
The George Washington University Law School 1989 — 1992
J.D.
Penn State University 1982 — 1985
Bachelor of Science (B.S.)
Lower Merion High School 1978 — 1982
Rick Penafiel's Bear, Stearns & Co. Inc. Experience February 1997 - March 2008
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan March 2008 - Present
Bear Stearns & Co., Inc. February 1997 - March 2008
PaineWebber, Inc. June 1993 - February 1997
Skills
Hedge Funds, Equities, Series 7, Fixed Income, Series 63, Investments, Securities, Wealth Management, Alternative Investments, Asset Allocation, Capital Markets, Investment Management, Mutual Funds, FINRA, Series 24, Asset Management
Education
Boston College 1989 — 1993
BS, Finance, Economics, MIS
JP Morgan March 2008 - Present
Bear Stearns & Co., Inc. February 1997 - March 2008
PaineWebber, Inc. June 1993 - February 1997
Skills
Hedge Funds, Equities, Series 7, Fixed Income, Series 63, Investments, Securities, Wealth Management, Alternative Investments, Asset Allocation, Capital Markets, Investment Management, Mutual Funds, FINRA, Series 24, Asset Management
Education
Boston College 1989 — 1993
BS, Finance, Economics, MIS
Brooks Klimley Brooks Klimley's Bear, Stearns & Co. Inc. Experience 1998 - 2001
Job Managing Director at The Silverfern Group
Industry Banking
Experience
Antero Midstream Partners, LP. March 2015 - Present
The Silverfern Group October 2013 - Present
Columbia University 2010 - Present
Brooks J. Klimley & Associates 2009 - September 2013
CIT Energy 2005 - 2007
Citigroup Global Markets, Inc. 2001 - 2004
Bear Stearns & Co. Inc. 1998 - 2001
UBS Securities Co., Ltd 1995 - 1998
Kidder, Peabody & Co. Incorporated 1984 - 1994
Skills
Investment Banking, Corporate Finance, Corporate Development, Strategic Consulting, M&A Advisory Services, Energy Finance, Private Equity, Capital Markets, Equities, Tax Driven Finance, Project Finance, Asset Based Finance, Alternative Investments, Convertible Securities, Natural Resources, Structured Finance, Strategy, Valuation, Venture Capital, Financial Services, Finance, Mergers & Acquisitions, Financial Structuring, Emerging Markets
Education
Oxford University 1979 — 1981
BA/MA, Jurisprudence (Law)
Columbia University in the City of New York 1975 — 1979
BA, Economics and History
Phillips Andover Academy 1971 — 1975
Graduate, Liberal Arts
Antero Midstream Partners, LP. March 2015 - Present
The Silverfern Group October 2013 - Present
Columbia University 2010 - Present
Brooks J. Klimley & Associates 2009 - September 2013
CIT Energy 2005 - 2007
Citigroup Global Markets, Inc. 2001 - 2004
Bear Stearns & Co. Inc. 1998 - 2001
UBS Securities Co., Ltd 1995 - 1998
Kidder, Peabody & Co. Incorporated 1984 - 1994
Skills
Investment Banking, Corporate Finance, Corporate Development, Strategic Consulting, M&A Advisory Services, Energy Finance, Private Equity, Capital Markets, Equities, Tax Driven Finance, Project Finance, Asset Based Finance, Alternative Investments, Convertible Securities, Natural Resources, Structured Finance, Strategy, Valuation, Venture Capital, Financial Services, Finance, Mergers & Acquisitions, Financial Structuring, Emerging Markets
Education
Oxford University 1979 — 1981
BA/MA, Jurisprudence (Law)
Columbia University in the City of New York 1975 — 1979
BA, Economics and History
Phillips Andover Academy 1971 — 1975
Graduate, Liberal Arts
Abel Stephen's Bear, Stearns & Co. Inc. Experience March 1998 - September 1999
Job Business & Technology
Industry Management Consulting
Experience
CalOptima January 2013 - October 2013
Evolutionate March 2012 - September 2012
The Myrtum Corporation June 2007 - March 2012
The Union Rescue Mission February 2005 - June 2007
University of California Los Angeles Career Center April 2002 - January 2005
Kaufman Patricoff Enterprises July 2000 - October 2001
InfoWorks-Viacom Inc. September 1999 - June 2000
Bear Stearns & Co. Inc. March 1998 - September 1999
Computer Associates International, Inc March 1997 - March 1998
New York City Hospitals September 1992 - February 1997
Skills
Strategic Planning, Entrepreneurship, Cross-functional Team..., Business Strategy, Business Planning, Start-ups, Marketing Strategy, Strategy Development, Management Consulting, Contract Negotiation, Strategic Consulting, Fundraising, Strategy, Business Development, Social Media, CRM, Nonprofits, Marketing, Management, Leadership, Online Marketing, Training, Project Management, Team Leadership, Analysis, Outsourcing, Integration, Business Intelligence, E-commerce, Executive Management, Team Management, Enterprise Software, Strategic Partnerships, Budgets, Sales, Human Resources, Program Management, SaaS, Business Process..., Organizational..., Leadership Development
Education
UCLA Extension 2012 — 2013
Project Management Certificate, Earned With Distinction
Mount Sinai Hospital/ New York Blood Center Consortium 1992 — 1993
Medical Technology - New York State License, Blood Banking
City University of New York - Brooklyn College 1987 — 1992
B.S., Biology
CalOptima January 2013 - October 2013
Evolutionate March 2012 - September 2012
The Myrtum Corporation June 2007 - March 2012
The Union Rescue Mission February 2005 - June 2007
University of California Los Angeles Career Center April 2002 - January 2005
Kaufman Patricoff Enterprises July 2000 - October 2001
InfoWorks-Viacom Inc. September 1999 - June 2000
Bear Stearns & Co. Inc. March 1998 - September 1999
Computer Associates International, Inc March 1997 - March 1998
New York City Hospitals September 1992 - February 1997
Skills
Strategic Planning, Entrepreneurship, Cross-functional Team..., Business Strategy, Business Planning, Start-ups, Marketing Strategy, Strategy Development, Management Consulting, Contract Negotiation, Strategic Consulting, Fundraising, Strategy, Business Development, Social Media, CRM, Nonprofits, Marketing, Management, Leadership, Online Marketing, Training, Project Management, Team Leadership, Analysis, Outsourcing, Integration, Business Intelligence, E-commerce, Executive Management, Team Management, Enterprise Software, Strategic Partnerships, Budgets, Sales, Human Resources, Program Management, SaaS, Business Process..., Organizational..., Leadership Development
Education
UCLA Extension 2012 — 2013
Project Management Certificate, Earned With Distinction
Mount Sinai Hospital/ New York Blood Center Consortium 1992 — 1993
Medical Technology - New York State License, Blood Banking
City University of New York - Brooklyn College 1987 — 1992
B.S., Biology
Fred DeBaets Fred DeBaets's Bear, Stearns & Co. Inc. Experience 2005 - March 2008
Job Portfolio Manager at Commonwealth Financial Network
Industry Financial Services
Experience
Commonwealth Financial Network May 2009 - October 2013
Morgan Stanley March 2008 - May 2009
Bear Stearns & Co. Inc. 2005 - March 2008
Skills
Fixed Income, Mutual Funds
Education
Plymouth State University 2002 — 2004
2002-2004MBA - Masters in Business Administration
Plymouth State University 1997 — 2001
Double Major - Economics and Finance
Commonwealth Financial Network May 2009 - October 2013
Morgan Stanley March 2008 - May 2009
Bear Stearns & Co. Inc. 2005 - March 2008
Skills
Fixed Income, Mutual Funds
Education
Plymouth State University 2002 — 2004
2002-2004MBA - Masters in Business Administration
Plymouth State University 1997 — 2001
Double Major - Economics and Finance
David Padulo David Padulo's Bear, Stearns & Co. Inc. Experience October 1991 - February 2007
Job Head of Investment Grade Credit Research Guardian Life Insurance
Industry Investment Management
Experience
Guardian Life Insurance April 2015 - Present
Guardian Life June 2008 - April 2015
Millennium Partners February 2007 - June 2008
Bear Stearns & Co. Inc. October 1991 - February 2007
Skills
Fixed Income, Convertible Arbitrage, Hedge Funds, High Yield, Bonds, Portfolio Management, Relative Value, Bloomberg, Credit Derivatives, Equities, Trading, Asset Managment, Alternative Investments, CDS, Investments, Derivatives, Capital Markets, Series 7, Options, Investment Management, Credit, Loans, Valuation, Bloomberg Terminal, Credit Analysis, Fixed Income Analysis, Credit Risk, Trading Strategies, Series 63, Asset Allocation, Asset Management
Education
Fordham Gabelli School of Business 1993 — 1996
M.B.A., Finance
Skidmore College 1987 — 1991
B.S., Business / English
Guardian Life Insurance April 2015 - Present
Guardian Life June 2008 - April 2015
Millennium Partners February 2007 - June 2008
Bear Stearns & Co. Inc. October 1991 - February 2007
Skills
Fixed Income, Convertible Arbitrage, Hedge Funds, High Yield, Bonds, Portfolio Management, Relative Value, Bloomberg, Credit Derivatives, Equities, Trading, Asset Managment, Alternative Investments, CDS, Investments, Derivatives, Capital Markets, Series 7, Options, Investment Management, Credit, Loans, Valuation, Bloomberg Terminal, Credit Analysis, Fixed Income Analysis, Credit Risk, Trading Strategies, Series 63, Asset Allocation, Asset Management
Education
Fordham Gabelli School of Business 1993 — 1996
M.B.A., Finance
Skidmore College 1987 — 1991
B.S., Business / English
W. Michael Rosenberg's Bear, Stearns & Co. Inc. Experience 1985 - 1985
Job Chief Executive Officer at Intrepid Investment Bankers LLC
Industry Investment Banking
Experience
Intrepid Investment Bankers LLC June 2010 - Present
Wells Fargo Securities (formerly Barrington Associates) June 2009 - June 2010
Barrington Associates October 2006 - June 2009
Barrington Associates 1986 - October 2006
Bear Stearns & Co., Inc. 1985 - 1985
Foothill Capital Corp. (now Wells Fargo Capital Finance) 1982 - 1984
Education
Harvard Business School
M.B.A
University of California at Los Angeles
B.A., Economics
Intrepid Investment Bankers LLC June 2010 - Present
Wells Fargo Securities (formerly Barrington Associates) June 2009 - June 2010
Barrington Associates October 2006 - June 2009
Barrington Associates 1986 - October 2006
Bear Stearns & Co., Inc. 1985 - 1985
Foothill Capital Corp. (now Wells Fargo Capital Finance) 1982 - 1984
Education
Harvard Business School
M.B.A
University of California at Los Angeles
B.A., Economics
John Schaffer John Schaffer's Bear, Stearns & Co. Inc. Experience June 2005 - March 2008
Job Associate Director, Product Control at RBC Capital Markets
Industry Accounting
Experience
RBC Capital Markets September 2010 - Present
Credit Suisse August 2009 - August 2010
JPMorgan Chase March 2008 - July 2009
Bear Stearns & Co. Inc. June 2005 - March 2008
Morgan Stanley December 1997 - May 2005
New York Life Insurance Company September 1993 - December 1997
Skills
Fixed Income, Capital Markets, Equities, Finance, Derivatives, Trading, Bonds, Investment Banking, Credit Derivatives, Prime Brokerage, Bloomberg, Swaps, Hedge Funds, Middle Office, Equity Derivatives
Education
Queens College 1987 — 1993
BA, Accounting and Information Systems
RBC Capital Markets September 2010 - Present
Credit Suisse August 2009 - August 2010
JPMorgan Chase March 2008 - July 2009
Bear Stearns & Co. Inc. June 2005 - March 2008
Morgan Stanley December 1997 - May 2005
New York Life Insurance Company September 1993 - December 1997
Skills
Fixed Income, Capital Markets, Equities, Finance, Derivatives, Trading, Bonds, Investment Banking, Credit Derivatives, Prime Brokerage, Bloomberg, Swaps, Hedge Funds, Middle Office, Equity Derivatives
Education
Queens College 1987 — 1993
BA, Accounting and Information Systems
Pablo Tejada's Bear, Stearns & Co. Inc. Experience February 1992 - June 2008
Job Director at Guggenheim Partners
Industry Financial Services
Experience
Guggenheim Partners June 2012 - Present
J.P. Morgan 2008 - June 2012
Bear, Stearns & Co. Inc February 1992 - June 2008
Morse Diesel 1990 - 1992
Skills
Project Management, Leadership, Process Improvement, Team Leadership, Vendor Management, Cross-functional Team..., Enterprise Desktop..., Project Portfolio..., Management, Program Management, Business Intelligence, Change Management, Investment Banking, Disaster Recovery, Document Management, Project Delivery, IT Strategy, Enterprise Architecture, Integration, Financial Services, Executive Management, System Deployment, IT Management, Trading Systems, Risk Management, Outsourcing, Team Building, Technical Support, iManage, Service Delivery, IT Service Management
Education
New York University - Polytechnic School of Engineering 1990 — 1993
Management Information Systems
Guggenheim Partners June 2012 - Present
J.P. Morgan 2008 - June 2012
Bear, Stearns & Co. Inc February 1992 - June 2008
Morse Diesel 1990 - 1992
Skills
Project Management, Leadership, Process Improvement, Team Leadership, Vendor Management, Cross-functional Team..., Enterprise Desktop..., Project Portfolio..., Management, Program Management, Business Intelligence, Change Management, Investment Banking, Disaster Recovery, Document Management, Project Delivery, IT Strategy, Enterprise Architecture, Integration, Financial Services, Executive Management, System Deployment, IT Management, Trading Systems, Risk Management, Outsourcing, Team Building, Technical Support, iManage, Service Delivery, IT Service Management
Education
New York University - Polytechnic School of Engineering 1990 — 1993
Management Information Systems
Shari Ives Shari Ives's Bear, Stearns & Co. Inc. Experience July 2001 - September 2005
Job Executive Assistant to CEO and Virtual Assistant to Chairman at GOLDSHIELD PHARMACEUTICALS LIMITED
Industry Biotechnology
Experience
GOLDSHIELD PHARMACEUTICALS LIMITED November 2013 - Present
ACCESS CAPITAL, INC. August 2011 - October 2013
THE HALO TRUST, INC. February 2007 - February 2010
H.R.H. PRINCESS FIRYAL OF JORDAN December 2005 - November 2006
BEAR STEARNS & CO., INC. July 2001 - September 2005
THE MERCATOR CORPORATION October 1990 - April 2001
Skills
Travel Arrangements, Calendars, Confidentiality, Administrative..., Calendaring, Nonprofits, Project Planning, Spreadsheets, Access, Research, Public Speaking, Proposal Writing, Microsoft Word, Fundraising, Microsoft Publisher, Payroll, QuickBooks, Leadership, Expenses, Marketing, Meeting Scheduling, Office Management, Executive..., Expense Reports, Business Correspondence, Executive Support, Diary Management, Concur, High Level Of..., Organizing Meetings, Executive Level..., Shorthand, Switchboard, Administrative Office..., Handle Confidential...
Education
LIU Post
Bachelor's degree, English Language and Literature/Letters
Long Island University - C.W. Post Campus, Brookville
Bachelor of Arts, English Literature, 4 year attendance
GOLDSHIELD PHARMACEUTICALS LIMITED November 2013 - Present
ACCESS CAPITAL, INC. August 2011 - October 2013
THE HALO TRUST, INC. February 2007 - February 2010
H.R.H. PRINCESS FIRYAL OF JORDAN December 2005 - November 2006
BEAR STEARNS & CO., INC. July 2001 - September 2005
THE MERCATOR CORPORATION October 1990 - April 2001
Skills
Travel Arrangements, Calendars, Confidentiality, Administrative..., Calendaring, Nonprofits, Project Planning, Spreadsheets, Access, Research, Public Speaking, Proposal Writing, Microsoft Word, Fundraising, Microsoft Publisher, Payroll, QuickBooks, Leadership, Expenses, Marketing, Meeting Scheduling, Office Management, Executive..., Expense Reports, Business Correspondence, Executive Support, Diary Management, Concur, High Level Of..., Organizing Meetings, Executive Level..., Shorthand, Switchboard, Administrative Office..., Handle Confidential...
Education
LIU Post
Bachelor's degree, English Language and Literature/Letters
Long Island University - C.W. Post Campus, Brookville
Bachelor of Arts, English Literature, 4 year attendance
Justin Kawashima Justin Kawashima's Bear, Stearns & Co. Inc. Experience April 2003 - June 2008
Job Associate Creative Director, User Experience Design at Apple
Industry Design
Experience
Apple May 2014 - Present
Apple April 2012 - May 2014
JPMorgan Chase June 2008 - March 2012
Bear Stearns & Co. Inc. April 2003 - June 2008
Freelance 1995 - 2008
Toggle Entertainment 1999 - 2000
Skills
User Experience, User Interface Design, Information Architecture, Interaction Design, User Interface, Visual Design, Usability, Photoshop, User-centered Design, User Experience Design, Graphic Design, Information Design, Management, Creative Direction, Usability Testing, Interactive Advertising, Adobe Creative Suite
Education
New York University
Music
Parsons School of Design
Apple May 2014 - Present
Apple April 2012 - May 2014
JPMorgan Chase June 2008 - March 2012
Bear Stearns & Co. Inc. April 2003 - June 2008
Freelance 1995 - 2008
Toggle Entertainment 1999 - 2000
Skills
User Experience, User Interface Design, Information Architecture, Interaction Design, User Interface, Visual Design, Usability, Photoshop, User-centered Design, User Experience Design, Graphic Design, Information Design, Management, Creative Direction, Usability Testing, Interactive Advertising, Adobe Creative Suite
Education
New York University
Music
Parsons School of Design
Christopher Lindh's Bear, Stearns & Co. Inc. Experience June 2007 - August 2008
Job Capital Markets Professional
Industry Capital Markets
Experience
GEMINI CAPITAL MANAGEMENT, LLC October 2007 - Present
BEAR, STEARNS & CO. INC June 2007 - August 2008
Bear Stearns March 2006 - June 2007
CITIGROUP ASSET MANAGEMENT / LEGG MASON December 2005 - March 2006
ExSell! June 2004 - March 2006
Skills
Equities, Securities, Capital Markets, Trading, Valuation
Education
Babson College 2001 — 2005
Bachelor of Science (BS), Finance, General
Babson College 2001 — 2005
Bachelor of Science, Business Management; Finance
GEMINI CAPITAL MANAGEMENT, LLC October 2007 - Present
BEAR, STEARNS & CO. INC June 2007 - August 2008
Bear Stearns March 2006 - June 2007
CITIGROUP ASSET MANAGEMENT / LEGG MASON December 2005 - March 2006
ExSell! June 2004 - March 2006
Skills
Equities, Securities, Capital Markets, Trading, Valuation
Education
Babson College 2001 — 2005
Bachelor of Science (BS), Finance, General
Babson College 2001 — 2005
Bachelor of Science, Business Management; Finance
Michele Goldstein Misher Michele Goldstein Misher's Bear, Stearns & Co. Inc. Experience October 2000 - March 2006
Job B&G Foods, Inc.
Industry Law Practice
Experience
Lowenstein Sandler LLP March 2006 - May 2007
Bear, Stearns & Co. Inc October 2000 - March 2006
Schick Technologies 1998 - 1999
Skills
Securities, Securities Regulation, Corporate Governance, Corporate Law, Legal Research, Private Equity, Due Diligence, Legal Writing, Employment Law, Hedge Funds
Education
Hofstra University School of Law 1997 — 2000
Doctor of Law (JD)
Binghamton University 1993 — 1997
BA Philosophy, Politics and Law, and Environmental Studies
Lowenstein Sandler LLP March 2006 - May 2007
Bear, Stearns & Co. Inc October 2000 - March 2006
Schick Technologies 1998 - 1999
Skills
Securities, Securities Regulation, Corporate Governance, Corporate Law, Legal Research, Private Equity, Due Diligence, Legal Writing, Employment Law, Hedge Funds
Education
Hofstra University School of Law 1997 — 2000
Doctor of Law (JD)
Binghamton University 1993 — 1997
BA Philosophy, Politics and Law, and Environmental Studies
Wayne Tjornhom Wayne Tjornhom's Bear, Stearns & Co. Inc. Experience April 1993 - June 2008
Job Director & VP – US Program Management at TD Securities (USA)
Industry Financial Services
Experience
TD Securities (USA) LLC July 2010 - August 2014
JP Morgan Chase June 2008 - June 2010
Bear Stearns & Co., Inc. April 1993 - June 2008
Resource Datatech Corporation March 1988 - April 1993
Hilliard Farber & Co., Inc. June 1982 - March 1988
Skills
Capital Markets, Prime Brokerage, Securities, Structured Products, MBS, Market Data, Management, Financial Services, Fixed Income, Hedge Funds, Finance, Budgets, ABS, Bonds, Electronic Trading, Portfolio Management, Investment Banking, Business Intelligence, Equities, Leadership, Swaps, Trading, Risk Management, Project Management, Market Risk, Credit Risk, Pricing, Software Project..., Software Development, Enterprise Software, Enterprise Architecture, Data Warehousing, Database Design, Data Modeling, Data Migration, Big Data, Trading Systems, Derivatives, Bloomberg, Integration, Business Analysis
Education
Project Management Institute
PMP Certification
Series 99
FINRA Operations Professional Qualification
Stony Brook University
Physics, Economics, Computer Science
TD Securities (USA) LLC July 2010 - August 2014
JP Morgan Chase June 2008 - June 2010
Bear Stearns & Co., Inc. April 1993 - June 2008
Resource Datatech Corporation March 1988 - April 1993
Hilliard Farber & Co., Inc. June 1982 - March 1988
Skills
Capital Markets, Prime Brokerage, Securities, Structured Products, MBS, Market Data, Management, Financial Services, Fixed Income, Hedge Funds, Finance, Budgets, ABS, Bonds, Electronic Trading, Portfolio Management, Investment Banking, Business Intelligence, Equities, Leadership, Swaps, Trading, Risk Management, Project Management, Market Risk, Credit Risk, Pricing, Software Project..., Software Development, Enterprise Software, Enterprise Architecture, Data Warehousing, Database Design, Data Modeling, Data Migration, Big Data, Trading Systems, Derivatives, Bloomberg, Integration, Business Analysis
Education
Project Management Institute
PMP Certification
Series 99
FINRA Operations Professional Qualification
Stony Brook University
Physics, Economics, Computer Science
Arif, Mir Arif, Mir's Bear, Stearns & Co. Inc. Experience March 1998 - December 1999
Job Managing Director, Madison Park Group
Industry Investment Banking
Experience
Madison Park Group October 2004 - Present
Blue Cloud Ventures October 2012 - Present
GlobalNet Partners January 2000 - October 2004
Bear Stearns & Co. Inc. March 1998 - December 1999
Peregrine Capital (Hong Kong) January 1997 - February 1998
Peregrine Capital (USA) January 1996 - December 1996
Peregrine Capital (USA) March 1995 - December 1995
Bear, Stearns & Co. Inc. September 1993 - March 1995
Skills
Venture Capital, Private Placements, Capital Raising, Private Equity, Corporate Development, Investment Banking, LBO, Mergers, Capital Markets, M&A experience, Valuation, Divestitures
Education
Columbia University in the City of New York 1992 — 1993
MS, Operations Research
Columbia University in the City of New York 1988 — 1992
BS, Electrical Engineering
Madison Park Group October 2004 - Present
Blue Cloud Ventures October 2012 - Present
GlobalNet Partners January 2000 - October 2004
Bear Stearns & Co. Inc. March 1998 - December 1999
Peregrine Capital (Hong Kong) January 1997 - February 1998
Peregrine Capital (USA) January 1996 - December 1996
Peregrine Capital (USA) March 1995 - December 1995
Bear, Stearns & Co. Inc. September 1993 - March 1995
Skills
Venture Capital, Private Placements, Capital Raising, Private Equity, Corporate Development, Investment Banking, LBO, Mergers, Capital Markets, M&A experience, Valuation, Divestitures
Education
Columbia University in the City of New York 1992 — 1993
MS, Operations Research
Columbia University in the City of New York 1988 — 1992
BS, Electrical Engineering
Theron Picketts's Bear, Stearns & Co. Inc. Experience April 1995 - October 2001
Job Vice President Equity Sales and Business Development at Topeka Capital Markets, Inc
Industry Financial Services
Experience
Topeka Capital Markets, Inc March 2014 - Present
National Association of Securities Professionals January 2012 - Present
Cabrera Capital Markets, LLC September 2007 - March 2014
NASP 2010 - 2011
Melvin Securities, LLC December 2002 - August 2007
Bear Stearns & Co. Inc April 1995 - October 2001
Bear Stears & Co, Inc. September 1992 - April 1995
Bear Stearns & Co. Inc. February 1989 - September 1992
REGINALD November 1988 - January 1990
Pershing (A Division of DLJ) April 1986 - November 1987
Skills
Options, Securities, Financial Services, Equities, Alternative Investments, Bonds, Asset Management, Fixed Income, Hedge Funds, Series 63, Investments, Equity Trading, Bloomberg, Portfolio Management, Negotiation, Mutual Funds, Trading Systems, Derivatives, Due Diligence, Investment Strategies, Financial Modeling, FINRA, Series 24, Equity Derivatives, Commodity, ETFs, Fund Of Funds, FX Options, Negotiator, Facilitator, Communicator, Capital Markets, Series 7, Trading, Management, Finance, Investment Management, Asset Allocation, Valuation, Strategy, Investment Banking, Financial Analysis, Private Equity, Risk Management
Education
Drake University 1979 — 1983
BA, Public Administration and Public Policy
St. Francis De Sales 1977 — 1979
Diploma, social scienes, math, science
Quigley South Seminary Prep 1975 — 1977
College Prepatory, College/University Preparatory and Advanced High School/Secondary Diploma Program
Topeka Capital Markets, Inc March 2014 - Present
National Association of Securities Professionals January 2012 - Present
Cabrera Capital Markets, LLC September 2007 - March 2014
NASP 2010 - 2011
Melvin Securities, LLC December 2002 - August 2007
Bear Stearns & Co. Inc April 1995 - October 2001
Bear Stears & Co, Inc. September 1992 - April 1995
Bear Stearns & Co. Inc. February 1989 - September 1992
REGINALD November 1988 - January 1990
Pershing (A Division of DLJ) April 1986 - November 1987
Skills
Options, Securities, Financial Services, Equities, Alternative Investments, Bonds, Asset Management, Fixed Income, Hedge Funds, Series 63, Investments, Equity Trading, Bloomberg, Portfolio Management, Negotiation, Mutual Funds, Trading Systems, Derivatives, Due Diligence, Investment Strategies, Financial Modeling, FINRA, Series 24, Equity Derivatives, Commodity, ETFs, Fund Of Funds, FX Options, Negotiator, Facilitator, Communicator, Capital Markets, Series 7, Trading, Management, Finance, Investment Management, Asset Allocation, Valuation, Strategy, Investment Banking, Financial Analysis, Private Equity, Risk Management
Education
Drake University 1979 — 1983
BA, Public Administration and Public Policy
St. Francis De Sales 1977 — 1979
Diploma, social scienes, math, science
Quigley South Seminary Prep 1975 — 1977
College Prepatory, College/University Preparatory and Advanced High School/Secondary Diploma Program
Chad Jackson's Bear, Stearns & Co. Inc. Experience October 1995 - September 1996
Job Partner, incTANK Ventures
Industry Venture Capital & Private Equity
Experience
incTANK Ventures August 2006 - Present
Private Angel Investor February 2003 - July 2006
Clarity Capital October 2000 - January 2003
i-Group/Hotbank LLC October 1999 - October 2000
SOFTBANK Technology Ventures September 1998 - October 1999
Intercontinental Ventures LLC November 1996 - September 1998
Bear Stearns & Co. Inc. October 1995 - September 1996
Refco FX Associates September 1993 - May 1995
Education
Franklin & Marshall College 1989 — 1993
BA, Economics
Proctor Academy
Proctor Academy
incTANK Ventures August 2006 - Present
Private Angel Investor February 2003 - July 2006
Clarity Capital October 2000 - January 2003
i-Group/Hotbank LLC October 1999 - October 2000
SOFTBANK Technology Ventures September 1998 - October 1999
Intercontinental Ventures LLC November 1996 - September 1998
Bear Stearns & Co. Inc. October 1995 - September 1996
Refco FX Associates September 1993 - May 1995
Education
Franklin & Marshall College 1989 — 1993
BA, Economics
Proctor Academy
Proctor Academy
Kevin Skorzewski's Bear, Stearns & Co. Inc. Experience August 2002 - June 2008
Job SVP, Head of North America Sales at HSBC
Industry Banking
Experience
HSBC August 2013 - Present
J.P. Morgan December 2009 - August 2013
J.P. Morgan June 2008 - May 2009
Bear Stearns & Co., Inc. August 2002 - June 2008
Javelin Technologies September 1999 - August 2002
Instinet September 1996 - September 1999
Avatar Associates - Zweig Securities March 1991 - September 1996
Skills
Prime Brokerage, Fixed Income, Derivatives, Swaps, SMA, TCA, Channel Relationships, Hedge Funds, Equities, Middle Office, Fund Administration, Global Custody, Global Cash Management, Collateral Management, UCITS, 1940 Act, SIF, Capital Markets, Bonds, Financial Markets, Financial Services, Alternative Investments, Relationship Management, Emerging Markets, Securities
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA
University of Minnesota - Carlson School of Management
Bachelors
University of Minnesota-Twin Cities
HSBC August 2013 - Present
J.P. Morgan December 2009 - August 2013
J.P. Morgan June 2008 - May 2009
Bear Stearns & Co., Inc. August 2002 - June 2008
Javelin Technologies September 1999 - August 2002
Instinet September 1996 - September 1999
Avatar Associates - Zweig Securities March 1991 - September 1996
Skills
Prime Brokerage, Fixed Income, Derivatives, Swaps, SMA, TCA, Channel Relationships, Hedge Funds, Equities, Middle Office, Fund Administration, Global Custody, Global Cash Management, Collateral Management, UCITS, 1940 Act, SIF, Capital Markets, Bonds, Financial Markets, Financial Services, Alternative Investments, Relationship Management, Emerging Markets, Securities
Education
New York University - Leonard N. Stern School of Business 1995 — 1999
MBA
University of Minnesota - Carlson School of Management
Bachelors
University of Minnesota-Twin Cities
Tony Markovina's Bear, Stearns & Co. Inc. Experience May 1998 - February 2005
Job ETF Trading Technology at KCG Holdings
Industry Computer Software
Experience
KCG Holdings, Inc. November 2011 - Present
Pragma Securities February 2010 - November 2011
Knight Capital Group January 2008 - February 2010
EdgeTrade Inc February 2005 - February 2010
Bear, Stearns & Co. Inc May 1998 - February 2005
CertCo LLC( spin off from Bankers Trust) October 1996 - May 1998
Lockheed Martin November 1994 - October 1996
Education
New York University - Polytechnic School of Engineering 1990 — 1992
MS, Electrophysics
Polytechnic University 1986 — 1990
BS, Electrical Engineering
City University of New York-Hunter College
MA, Applied Mathematics
KCG Holdings, Inc. November 2011 - Present
Pragma Securities February 2010 - November 2011
Knight Capital Group January 2008 - February 2010
EdgeTrade Inc February 2005 - February 2010
Bear, Stearns & Co. Inc May 1998 - February 2005
CertCo LLC( spin off from Bankers Trust) October 1996 - May 1998
Lockheed Martin November 1994 - October 1996
Education
New York University - Polytechnic School of Engineering 1990 — 1992
MS, Electrophysics
Polytechnic University 1986 — 1990
BS, Electrical Engineering
City University of New York-Hunter College
MA, Applied Mathematics
Peter Vergano's Bear, Stearns & Co. Inc. Experience June 1999 - May 2002
Job
Industry Electrical/Electronic Manufacturing
Experience
Legrand North America/Middle Atlantic Products, Inc. June 2012 - Present
Samsung Electronics America, Inc. August 2010 - June 2012
Samsung Electronics America, Inc. January 2009 - July 2010
Samsung Electronics America, Inc. March 2008 - November 2008
Samsung Electronics America, Inc. January 2007 - March 2008
Samsung Electronics, North America October 2005 - December 2006
TD Waterhouse March 2004 - October 2005
Solectron Corporation May 2002 - March 2004
Bear Stearns & Co. Inc. June 1999 - May 2002
Skills
Logistics, Performance Management, Executive Management, Employee Relations, Human Resources, Strategy, Recruiting, Leadership, Training, Program Management, Onboarding, Negotiation, Integration, Policy, New Hire Orientations, Temporary Placement
Education
Centenary College 2001 — 2003
MBA
West Virginia University 1995 — 1999
BSBA
Legrand North America/Middle Atlantic Products, Inc. June 2012 - Present
Samsung Electronics America, Inc. August 2010 - June 2012
Samsung Electronics America, Inc. January 2009 - July 2010
Samsung Electronics America, Inc. March 2008 - November 2008
Samsung Electronics America, Inc. January 2007 - March 2008
Samsung Electronics, North America October 2005 - December 2006
TD Waterhouse March 2004 - October 2005
Solectron Corporation May 2002 - March 2004
Bear Stearns & Co. Inc. June 1999 - May 2002
Skills
Logistics, Performance Management, Executive Management, Employee Relations, Human Resources, Strategy, Recruiting, Leadership, Training, Program Management, Onboarding, Negotiation, Integration, Policy, New Hire Orientations, Temporary Placement
Education
Centenary College 2001 — 2003
MBA
West Virginia University 1995 — 1999
BSBA
Craig McCulloch's Bear, Stearns & Co. Inc. Experience May 2001 - May 2006
Job Data Architect at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse October 2014 - Present
Software Guidance and Assistance (SGA) @ Credit Suisse June 2013 - June 2014
Comptech Associates Inc. @ MetLife December 2011 - March 2013
Mitchell Martin Inc. @ Bank of America August 2011 - December 2011
Kforce working @ AIG Global Investment Group April 2010 - June 2011
Matlen Silver working @ Bristol-Myers Squibb October 2007 - September 2009
Act1 Technical Services working @ United Parcel Service July 2006 - June 2007
Bear Stearns & Co., Inc. May 2001 - May 2006
National Steel Corporation May 1996 - May 2001
Skills
Data Warehousing, Erwin, Data Modeling, Data Quality, Master Data Management, Informatica, Business Intelligence, Data Warehouse..., Data Management, SDLC, Enterprise Architecture, Data Architecture, ETL, Data Analysis, Data Governance, Databases, Project Management, Business Analysis, IT Strategy, Oracle, Integration, Microsoft SQL Server, SQL, Data Migration, Data Integration, Enterprise Software, Database Design, Requirements Gathering, Analysis, Business Requirements, Solution Architecture, Requirements Analysis, DB2, PL/SQL, Data Marts, Physical Data Modeling, Information Technology, Metadata Management, Dimensional Modeling, Software Documentation, CRM, Software Development, Technical Leadership, Dashboard, Relational Databases
Education
Queen's University 1974 — 1976
Incomplete Master of Urban and Regional Planning (Didn't complete the thesis/project requirement)
Université de Montréal 1969 — 1974
BA, Sociology
Credit Suisse October 2014 - Present
Software Guidance and Assistance (SGA) @ Credit Suisse June 2013 - June 2014
Comptech Associates Inc. @ MetLife December 2011 - March 2013
Mitchell Martin Inc. @ Bank of America August 2011 - December 2011
Kforce working @ AIG Global Investment Group April 2010 - June 2011
Matlen Silver working @ Bristol-Myers Squibb October 2007 - September 2009
Act1 Technical Services working @ United Parcel Service July 2006 - June 2007
Bear Stearns & Co., Inc. May 2001 - May 2006
National Steel Corporation May 1996 - May 2001
Skills
Data Warehousing, Erwin, Data Modeling, Data Quality, Master Data Management, Informatica, Business Intelligence, Data Warehouse..., Data Management, SDLC, Enterprise Architecture, Data Architecture, ETL, Data Analysis, Data Governance, Databases, Project Management, Business Analysis, IT Strategy, Oracle, Integration, Microsoft SQL Server, SQL, Data Migration, Data Integration, Enterprise Software, Database Design, Requirements Gathering, Analysis, Business Requirements, Solution Architecture, Requirements Analysis, DB2, PL/SQL, Data Marts, Physical Data Modeling, Information Technology, Metadata Management, Dimensional Modeling, Software Documentation, CRM, Software Development, Technical Leadership, Dashboard, Relational Databases
Education
Queen's University 1974 — 1976
Incomplete Master of Urban and Regional Planning (Didn't complete the thesis/project requirement)
Université de Montréal 1969 — 1974
BA, Sociology
Kevin Snow's Bear, Stearns & Co. Inc. Experience 2000 - 2004
Job Chief Business Development Officer at AlgoPartners, LLC
Industry Capital Markets
Experience
AlgoPartners, LLC October 2012 - Present
Lime Brokerage, LLC February 2005 - February 2012
Bear Stearns & Co., Inc. 2000 - 2004
JP Morgan Chase 1996 - 2000
Skills
Trading, Electronic Trading, Equities, Trading Systems, Equity Trading, Hedge Funds, Proprietary Trading, Derivatives, Capital Markets, Trading Strategies, Equity Derivatives, Internalization, Market Microstructure, Options, Order Routing, Algorithms, High Frequency Trading, SaaS, Marketing Strategy, Business Strategy, New Business Development, Financial Futures, Market Making, Bloomberg, Market Data, Financial Markets, Risk Management, Fixed Income, Portfolio Management, Securities
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
MBA, Finance
University of Virginia, McInitre School of Commerce 1984 — 1988
BS, Commerce - Marketing
AlgoPartners, LLC October 2012 - Present
Lime Brokerage, LLC February 2005 - February 2012
Bear Stearns & Co., Inc. 2000 - 2004
JP Morgan Chase 1996 - 2000
Skills
Trading, Electronic Trading, Equities, Trading Systems, Equity Trading, Hedge Funds, Proprietary Trading, Derivatives, Capital Markets, Trading Strategies, Equity Derivatives, Internalization, Market Microstructure, Options, Order Routing, Algorithms, High Frequency Trading, SaaS, Marketing Strategy, Business Strategy, New Business Development, Financial Futures, Market Making, Bloomberg, Market Data, Financial Markets, Risk Management, Fixed Income, Portfolio Management, Securities
Education
University of Notre Dame - Mendoza College of Business 1991 — 1992
MBA, Finance
University of Virginia, McInitre School of Commerce 1984 — 1988
BS, Commerce - Marketing
Jon-Marcelius Potian's Bear, Stearns & Co. Inc. Experience April 1999 - April 2005
Job Vice President at Bank of America
Industry Information Technology and Services
Experience
Bank of America March 2015 - Present
Merck March 2013 - March 2015
Atos International October 2012 - February 2013
The McGraw Hill Companies June 2009 - September 2012
Column Technologies April 2005 - March 2009
Bear Stearns & Co., Inc. April 1999 - April 2005
Skills
BMC Remedy ITSM Suite, HP uCMDB/ DDM, xMatters Enterprise, Shell Scripting, ITIL, Incident Management, Change Management, CMDB, SRM, Asset Managment, Java, Python, Perl, SQL, Object Oriented Design, Object Oriented..., Android, Mobile Applications, Web Services, BMC Remedy, Solution Architecture, Data Center, Enterprise Software, Oracle, Business Analysis, SDLC, IT Strategy, Integration, IT Management, IT Service Management
Education
Oratory Prep 1990 — 1994
New Jersey Institute of Technology
Bank of America March 2015 - Present
Merck March 2013 - March 2015
Atos International October 2012 - February 2013
The McGraw Hill Companies June 2009 - September 2012
Column Technologies April 2005 - March 2009
Bear Stearns & Co., Inc. April 1999 - April 2005
Skills
BMC Remedy ITSM Suite, HP uCMDB/ DDM, xMatters Enterprise, Shell Scripting, ITIL, Incident Management, Change Management, CMDB, SRM, Asset Managment, Java, Python, Perl, SQL, Object Oriented Design, Object Oriented..., Android, Mobile Applications, Web Services, BMC Remedy, Solution Architecture, Data Center, Enterprise Software, Oracle, Business Analysis, SDLC, IT Strategy, Integration, IT Management, IT Service Management
Education
Oratory Prep 1990 — 1994
New Jersey Institute of Technology
Boris Berlinrut's Bear, Stearns & Co. Inc. Experience September 2003 - April 2004
Job Vice President of IT at First Eagle investment Management, LLC.
Industry Financial Services
Experience
First Eagle Investment Management, LLC. February 2005 - Present
Credit Suisse First Bostn April 2004 - February 2005
Bear, Stearns & Co. Inc September 2003 - April 2004
Teachers Insurance and Annuity Association College Retirement Equities Fund August 1997 - September 2003
Education
Omsk State Technical University (OSTU) 1974 — 1982
Bachelor, Science * Computer Science & Applied Math
First Eagle Investment Management, LLC. February 2005 - Present
Credit Suisse First Bostn April 2004 - February 2005
Bear, Stearns & Co. Inc September 2003 - April 2004
Teachers Insurance and Annuity Association College Retirement Equities Fund August 1997 - September 2003
Education
Omsk State Technical University (OSTU) 1974 — 1982
Bachelor, Science * Computer Science & Applied Math
Nancy Eichorn's Bear, Stearns & Co. Inc. Experience 2006 - 2007
Job Relationship Management
Industry Financial Services
Experience
Analec North America October 2013 - November 2014
SpeedRoute Execution Services December 2012 - September 2013
National Stock Exchange 2012 - September 2012
CBOE Stock Exchange March 2007 - September 2012
Bear Stearns & Co., Inc. 2006 - 2007
The NASDAQ Stock Market 1999 - 2005
NASD/Nasdaq 1992 - 1999
Fidelity National Financial 1990 - 1991
Financial Relations Board 1988 - 1990
Wertheim Schroder 1986 - 1987
Skills
Stock Exchange, Market Structure, Electronic Trading, Trading Systems, Equity Trading, Market Data, Low Latency, Market Making, Equity Derivatives, Equities, ETFs, Securities, Options, Financial Markets, a, Alternative Trading..., Smart Routers, Derivatives, Investment Banking, Investments, Electronic Trading..., Fixed Income, Exchange Connectivity, FINRA, Asset Management, Proprietary Trading, Hedge Funds, Trading Strategies, Series 24
Education
Fordham University
Economics
Analec North America October 2013 - November 2014
SpeedRoute Execution Services December 2012 - September 2013
National Stock Exchange 2012 - September 2012
CBOE Stock Exchange March 2007 - September 2012
Bear Stearns & Co., Inc. 2006 - 2007
The NASDAQ Stock Market 1999 - 2005
NASD/Nasdaq 1992 - 1999
Fidelity National Financial 1990 - 1991
Financial Relations Board 1988 - 1990
Wertheim Schroder 1986 - 1987
Skills
Stock Exchange, Market Structure, Electronic Trading, Trading Systems, Equity Trading, Market Data, Low Latency, Market Making, Equity Derivatives, Equities, ETFs, Securities, Options, Financial Markets, a, Alternative Trading..., Smart Routers, Derivatives, Investment Banking, Investments, Electronic Trading..., Fixed Income, Exchange Connectivity, FINRA, Asset Management, Proprietary Trading, Hedge Funds, Trading Strategies, Series 24
Education
Fordham University
Economics
Shannon Caldwell's Bear, Stearns & Co. Inc. Experience May 2006 - August 2008
Job at Sidley Austin LLP
Industry Financial Services
Experience
Sidley Austin LLP April 2013 - Present
Bingham McCutchen August 2008 - April 2013
Bear Stearns & Co. Inc. May 2006 - August 2008
NSTAR March 2000 - May 2006
Skills
Outlook, Microsoft Office, DeskSite, Microsoft Word, Legal MacPac, Microsoft Excel, PowerPoint, Visio, iManage, DTE, Elite Webview, Legal Assistance, Legal Documents, Document Review, Client Billing, Budget Monitoring, File Management, Securities, Broker-Dealer, Securities Regulation, Financial Regulation, Securities Litigation, Administrative...
Education
High Point University 1995 — 1999
B.A. Business
Southeast Guilford High School 1991 — 1995
Sidley Austin LLP April 2013 - Present
Bingham McCutchen August 2008 - April 2013
Bear Stearns & Co. Inc. May 2006 - August 2008
NSTAR March 2000 - May 2006
Skills
Outlook, Microsoft Office, DeskSite, Microsoft Word, Legal MacPac, Microsoft Excel, PowerPoint, Visio, iManage, DTE, Elite Webview, Legal Assistance, Legal Documents, Document Review, Client Billing, Budget Monitoring, File Management, Securities, Broker-Dealer, Securities Regulation, Financial Regulation, Securities Litigation, Administrative...
Education
High Point University 1995 — 1999
B.A. Business
Southeast Guilford High School 1991 — 1995
Mary Gilhooly's Bear, Stearns & Co. Inc. Experience 1997 - 2005
Job VP, Global Risk Management Team at Banc of America Securities
Industry Financial Services
Experience
Banc of America Securities November 2009 - Present
Morgan Stanley April 2005 - November 2009
Bear, Stearns & Co. Inc 1997 - 2005
NASD/FINRA-Dist #10 NY 1991 - 1996
NYMEX 1988 - 1991
Education
Rider University 1984 — 1988
BS, Accounting
Banc of America Securities November 2009 - Present
Morgan Stanley April 2005 - November 2009
Bear, Stearns & Co. Inc 1997 - 2005
NASD/FINRA-Dist #10 NY 1991 - 1996
NYMEX 1988 - 1991
Education
Rider University 1984 — 1988
BS, Accounting
James Platt's Bear, Stearns & Co. Inc. Experience March 2006 - November 2006
Job Software Engineer at rewardStyle
Industry Computer Software
Experience
rewardStyle July 2015 - Present
codeKings, Inc January 2015 - June 2015
Thismoment, Inc May 2013 - September 2014
Coding Dojo February 2013 - April 2013
TRC, Inc. December 2011 - December 2012
Intuit October 2010 - August 2011
GFI Group, Inc. January 2008 - April 2010
GFI Group, Inc. November 2006 - January 2008
Bear Stearns & Co., Inc. March 2006 - November 2006
GFI Group, Inc. March 2004 - March 2006
Skills
Quickbooks, Wordpress, Oracle, Oracle Financials, Oracle Discoverer, Crystal Reports, Putty, MS Office Suite, Inkscape, QuickBooks, SQL, Microsoft Office, CSS, Business Process, Project Management, Management, CMS, Web Development, JavaScript, MySQL, WordPress, Strategy, Business Analysis, Leadership, Databases, Oracle E-Business Suite, XHTML
Education
University of California, Santa Cruz 1998 — 2002
B.A., Business Management Economics
Coding Dojo
rewardStyle July 2015 - Present
codeKings, Inc January 2015 - June 2015
Thismoment, Inc May 2013 - September 2014
Coding Dojo February 2013 - April 2013
TRC, Inc. December 2011 - December 2012
Intuit October 2010 - August 2011
GFI Group, Inc. January 2008 - April 2010
GFI Group, Inc. November 2006 - January 2008
Bear Stearns & Co., Inc. March 2006 - November 2006
GFI Group, Inc. March 2004 - March 2006
Skills
Quickbooks, Wordpress, Oracle, Oracle Financials, Oracle Discoverer, Crystal Reports, Putty, MS Office Suite, Inkscape, QuickBooks, SQL, Microsoft Office, CSS, Business Process, Project Management, Management, CMS, Web Development, JavaScript, MySQL, WordPress, Strategy, Business Analysis, Leadership, Databases, Oracle E-Business Suite, XHTML
Education
University of California, Santa Cruz 1998 — 2002
B.A., Business Management Economics
Coding Dojo
Emmanuel Martinez's Bear, Stearns & Co. Inc. Experience March 2004 - June 2008
Job VP at Citigroup
Industry Banking
Experience
Citigroup September 2013 - Present
Barclays Capital March 2010 - May 2013
Avila Capital Markets, LLC ( A Division of Pelion Securities, Inc.) April 2009 - March 2010
JPMorgan June 2008 - March 2009
Bear, Stearns & Co. Inc. March 2004 - June 2008
Bear Stearns & Co. Inc. March 2004 - July 2007
Education
NYU School of Professional Studies 2014 — 2014
Certificate in Credit Analysis, Credit Management
The New School 2003 — 2004
MA, Economics
Baruch College, City University of New York (CUNY) 1997 — 1998
BBA, Finance & Investments
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accounting
Citigroup September 2013 - Present
Barclays Capital March 2010 - May 2013
Avila Capital Markets, LLC ( A Division of Pelion Securities, Inc.) April 2009 - March 2010
JPMorgan June 2008 - March 2009
Bear, Stearns & Co. Inc. March 2004 - June 2008
Bear Stearns & Co. Inc. March 2004 - July 2007
Education
NYU School of Professional Studies 2014 — 2014
Certificate in Credit Analysis, Credit Management
The New School 2003 — 2004
MA, Economics
Baruch College, City University of New York (CUNY) 1997 — 1998
BBA, Finance & Investments
Baruch College, City University of New York (CUNY) 1992 — 1996
BBA, Accounting
Pete Troisi's Bear, Stearns & Co. Inc. Experience April 2007 - March 2008
Job
Industry Financial Services
Experience
Morgan Stanley February 2009 - Present
Red Pine Advisors June 2008 - February 2009
Bear Stearns & Co., Inc. April 2007 - March 2008
Standard & Poor's February 2004 - March 2007
Education
Fordham Gabelli School of Business 2006 — 2009
MBA, Accounting/Finance
Franklin & Marshall College 1997 — 2001
Morgan Stanley February 2009 - Present
Red Pine Advisors June 2008 - February 2009
Bear Stearns & Co., Inc. April 2007 - March 2008
Standard & Poor's February 2004 - March 2007
Education
Fordham Gabelli School of Business 2006 — 2009
MBA, Accounting/Finance
Franklin & Marshall College 1997 — 2001
Matt Yoon's Bear, Stearns & Co. Inc. Experience July 2004 - October 2005
Job Managing Director, INTL FCStone Securities Inc., Investment Banking
Industry Investment Banking
Experience
INTL FCStone Securities Inc., Investment Banking November 2008 - Present
Firefly Holdings, Incorporated October 2005 - October 2008
Bear Stearns & Co., Inc. July 2004 - October 2005
Accenture May 2004 - August 2004
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Emerging Markets, Private Equity, Corporate Finance, Equities, Mergers, Financial Analysis, Fixed Income, Investments, M&A experience, Financial Structuring, Bloomberg, Finance, Mergers
Education
Brandeis University 2003 — 2005
Master of Art, Economics & Finance
Korea University 1998 — 2002
Bachelor, Business Administration
INTL FCStone Securities Inc., Investment Banking November 2008 - Present
Firefly Holdings, Incorporated October 2005 - October 2008
Bear Stearns & Co., Inc. July 2004 - October 2005
Accenture May 2004 - August 2004
Skills
Investment Banking, Financial Modeling, Capital Markets, Valuation, Emerging Markets, Private Equity, Corporate Finance, Equities, Mergers, Financial Analysis, Fixed Income, Investments, M&A experience, Financial Structuring, Bloomberg, Finance, Mergers
Education
Brandeis University 2003 — 2005
Master of Art, Economics & Finance
Korea University 1998 — 2002
Bachelor, Business Administration
Maggie Schiffer's Bear, Stearns & Co. Inc. Experience January 2001 - September 2004
Job Securities Compliance Management
Industry Financial Services
Experience
Securities Compliance Management May 2015 - Present
Morgan Stanley Wealth Management September 2012 - April 2015
Barclays August 2010 - April 2012
Oppenheimer & Co. Inc March 2009 - August 2010
Stanford Group Company January 2006 - February 2009
Bear, Stearns & Co. Inc January 2001 - September 2004
Deutsche Bank Alex Brown April 2000 - September 2004
Skills
Financial Advisory, FINRA, Forecasting, Series 24, Series 7, Securities, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Banking, Fixed Income, Bloomberg, Investments, Insurance, Risk Management, Asset Allocation, Asset Management, Financial Analysis, Financial Services, Portfolio Management
Education
Clark University 1995 — 1999
Bachelor of Arts, Management
Securities Compliance Management May 2015 - Present
Morgan Stanley Wealth Management September 2012 - April 2015
Barclays August 2010 - April 2012
Oppenheimer & Co. Inc March 2009 - August 2010
Stanford Group Company January 2006 - February 2009
Bear, Stearns & Co. Inc January 2001 - September 2004
Deutsche Bank Alex Brown April 2000 - September 2004
Skills
Financial Advisory, FINRA, Forecasting, Series 24, Series 7, Securities, Series 63, Wealth Management, Asset Managment, Mutual Funds, Investment Advisory, Strategic Financial..., Equities, Banking, Fixed Income, Bloomberg, Investments, Insurance, Risk Management, Asset Allocation, Asset Management, Financial Analysis, Financial Services, Portfolio Management
Education
Clark University 1995 — 1999
Bachelor of Arts, Management
Joe Cantatore's Bear, Stearns & Co. Inc. Experience February 1996 - February 2007
Job Chief Operating Officer at D. Weckstein & Co., Inc.
Industry Financial Services
Experience
D. Weckstein & Co., Inc. April 2013 - Present
Northeast Securities February 2011 - April 2013
Pura Vida Financial Services February 2010 - April 2013
The Training Associates March 2012 - October 2012
LatAm Investments, LLC May 2009 - January 2010
Pali Capital, Inc. February 2007 - May 2009
Bear Stearns & Co., Inc. February 1996 - February 2007
Morgan Stanley July 1992 - February 1996
Skills
Hedge Funds, Fixed Income, Equities, Financial Services, Prime Brokerage, Trading, Electronic Trading, Securities, Asset Management, Capital Markets, Series 7, Alternative Investments, FINRA, Emerging Markets, Derivatives, Investment Banking, Finance, Banking, Financial Markets, Options, Mutual Funds, Bloomberg, Private Equity, Investments, Risk Management, Bonds, Portfolio Management, Middle Office, Valuation, Business Development, Series 63, Wealth Management, Equity Trading, Asset Allocation, Financial Advisory, Structured Products, Relationship Management, Contract Negotiation, Global Finance, Strategic Planning, Project Implementation, Change Management, Training & Development, New Vendor Development, Client Retention...
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics
New York University - Leonard N. Stern School of Business
MBA
D. Weckstein & Co., Inc. April 2013 - Present
Northeast Securities February 2011 - April 2013
Pura Vida Financial Services February 2010 - April 2013
The Training Associates March 2012 - October 2012
LatAm Investments, LLC May 2009 - January 2010
Pali Capital, Inc. February 2007 - May 2009
Bear Stearns & Co., Inc. February 1996 - February 2007
Morgan Stanley July 1992 - February 1996
Skills
Hedge Funds, Fixed Income, Equities, Financial Services, Prime Brokerage, Trading, Electronic Trading, Securities, Asset Management, Capital Markets, Series 7, Alternative Investments, FINRA, Emerging Markets, Derivatives, Investment Banking, Finance, Banking, Financial Markets, Options, Mutual Funds, Bloomberg, Private Equity, Investments, Risk Management, Bonds, Portfolio Management, Middle Office, Valuation, Business Development, Series 63, Wealth Management, Equity Trading, Asset Allocation, Financial Advisory, Structured Products, Relationship Management, Contract Negotiation, Global Finance, Strategic Planning, Project Implementation, Change Management, Training & Development, New Vendor Development, Client Retention...
Education
State University of New York at Albany 1988 — 1992
Bachelor of Arts (B.A.), Economics
New York University - Leonard N. Stern School of Business
MBA
Mary Kate Downes's Bear, Stearns & Co. Inc. Experience March 2003 - June 2008
Job Director, Deutsche Bank Securities Inc.
Industry Financial Services
Experience
Deutsche Bank Securities 2009 - Present
Bear Stearns & Co., Inc. March 2003 - June 2008
BNY Convergex 2000 - 2003
Skills
Equities, Hedge Funds, Capital Markets, Securities, Series 7, Investment Banking, Trading, Series 63, Finance, Trading Systems, Electronic Trading, Banking, Bloomberg, Financial Markets, Asset Management, Asset Managment, Series 24
Education
Fordham University 1996 — 2000
BA, Marketing and Business
Deutsche Bank Securities 2009 - Present
Bear Stearns & Co., Inc. March 2003 - June 2008
BNY Convergex 2000 - 2003
Skills
Equities, Hedge Funds, Capital Markets, Securities, Series 7, Investment Banking, Trading, Series 63, Finance, Trading Systems, Electronic Trading, Banking, Bloomberg, Financial Markets, Asset Management, Asset Managment, Series 24
Education
Fordham University 1996 — 2000
BA, Marketing and Business
Kevin Buchert's Bear, Stearns & Co. Inc. Experience April 2004 - February 2006
Job Vice President at Offit Capital Advisors
Industry Investment Management
Experience
Offit Capital Advisors August 2010 - Present
Offit Capital Advisors July 2007 - August 2010
Offit Hall Capital Management LLC February 2006 - July 2007
Bear Stearns & Co., Inc. April 2004 - February 2006
Skills
Bloomberg, Alternative Investments, Hedge Funds, Fixed Income, Equities, Investments, Portfolio Management, Private Equity, Asset Management, Financial Analysis, Investment Management, Financial Modeling, Series 7, History, Securities, Valuation, Investment Banking, Derivatives, Due Diligence, Capital Markets, Investment Strategies
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
MBA, Finance
Brown University 1999 — 2003
BA, History
Delbarton School 1995 — 1999
Diploma
Offit Capital Advisors August 2010 - Present
Offit Capital Advisors July 2007 - August 2010
Offit Hall Capital Management LLC February 2006 - July 2007
Bear Stearns & Co., Inc. April 2004 - February 2006
Skills
Bloomberg, Alternative Investments, Hedge Funds, Fixed Income, Equities, Investments, Portfolio Management, Private Equity, Asset Management, Financial Analysis, Investment Management, Financial Modeling, Series 7, History, Securities, Valuation, Investment Banking, Derivatives, Due Diligence, Capital Markets, Investment Strategies
Education
Fordham University - Graduate School of Business Administration 2010 — 2014
MBA, Finance
Brown University 1999 — 2003
BA, History
Delbarton School 1995 — 1999
Diploma
John Pruser's Bear, Stearns & Co. Inc. Experience 1993 - 2002
Job Financial Services Consultant and Contractor
Industry Financial Services
Experience
Bear Stearns & Co., Inc. 1993 - 2002
Skills
Alternative Investments, Equities, Investments, Hedge Funds, Investment Banking, Wealth Management, Derivatives, Prime Brokerage, Securities, Options, Series 7, Capital Markets, Fixed Income, Asset Management, Securities Lending
Education
State University of New York Maritime College 1978 — 1979
Bachelor's Degree, Accounting, science
Bear Stearns & Co., Inc. 1993 - 2002
Skills
Alternative Investments, Equities, Investments, Hedge Funds, Investment Banking, Wealth Management, Derivatives, Prime Brokerage, Securities, Options, Series 7, Capital Markets, Fixed Income, Asset Management, Securities Lending
Education
State University of New York Maritime College 1978 — 1979
Bachelor's Degree, Accounting, science
Claudia Borg's Bear, Stearns & Co. Inc. Experience June 1995 - June 2008
Job General Counsel and Chief Compliance Officer
Industry Financial Services
Experience
Stone Lion Capital Partners L.P. August 2008 - Present
TUDOR INVESTMENT CORPORATION August 2008 - June 2010
Bear, Stearns & Co. Inc June 1995 - June 2008
Bear Stearns 1995 - 2008
Skills
Hedge Funds
Education
Brooklyn Law School 1994 — 1997
JD
University of Michigan 1990 — 1994
Stone Lion Capital Partners L.P. August 2008 - Present
TUDOR INVESTMENT CORPORATION August 2008 - June 2010
Bear, Stearns & Co. Inc June 1995 - June 2008
Bear Stearns 1995 - 2008
Skills
Hedge Funds
Education
Brooklyn Law School 1994 — 1997
JD
University of Michigan 1990 — 1994
Joe Andreula's Bear, Stearns & Co. Inc. Experience 1998 - 2001
Job Telecomm Analyst Marsh McClennan Inc.
Industry Telecommunications
Experience
Marsh McClennan Inc. May 2004 - Present
Bear Stearns & Co. Inc. 1998 - 2001
Education
Stevens Institute of Technology 1976 — 1983
Marsh McClennan Inc. May 2004 - Present
Bear Stearns & Co. Inc. 1998 - 2001
Education
Stevens Institute of Technology 1976 — 1983
Michael Criscito's Bear, Stearns & Co. Inc. Experience April 1993 - August 1995
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 1998 - Present
HSBC Global Banking and Markets August 1995 - May 1998
Bear Stearns & Co. Inc. April 1993 - August 1995
Skills
Debt Restructuring, Reputation Management, Financial Structuring, Capital Markets, Business Strategy, Investment Banking, Hedge Funds, Fixed Income, Structured Finance, Derivatives, Structured Products, Valuation, Private Equity, Equities, Portfolio Management, Investments, Corporate Finance, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business
The Ross Executive Program
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General
The George Washington University
Bachelor's Degree, Marketing
Delbarton School
High School
Credit Suisse May 1998 - Present
HSBC Global Banking and Markets August 1995 - May 1998
Bear Stearns & Co. Inc. April 1993 - August 1995
Skills
Debt Restructuring, Reputation Management, Financial Structuring, Capital Markets, Business Strategy, Investment Banking, Hedge Funds, Fixed Income, Structured Finance, Derivatives, Structured Products, Valuation, Private Equity, Equities, Portfolio Management, Investments, Corporate Finance, Risk Management
Education
University of Michigan - Stephen M. Ross School of Business
The Ross Executive Program
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance, General
The George Washington University
Bachelor's Degree, Marketing
Delbarton School
High School
Monique Dana's Bear, Stearns & Co. Inc. Experience 1993 - 1999
Job Managing Director at Gateway Partners, Inc.
Industry Investment Banking
Experience
Gateway Partners, Inc. DirectorRBC Capital Markets1999 - 2004
Bear Stearns & Co. Inc. 1993 - 1999
Education
Cornell University
BS, Industrial and Labor Relations
University of Pennsylvania - The Wharton School
MBA, Finance
Gateway Partners, Inc. DirectorRBC Capital Markets1999 - 2004
Bear Stearns & Co. Inc. 1993 - 1999
Education
Cornell University
BS, Industrial and Labor Relations
University of Pennsylvania - The Wharton School
MBA, Finance
David Sanger's Bear, Stearns & Co. Inc. Experience 1982 - March 2001
Job Financial Services Professional
Industry Financial Services
Experience
New York Life 2009 - Present
Reynders Gray & Co March 2001 - June 2006
Bear Stearns & Co. Inc. 1982 - March 2001
McMahon, Brafman, Morgan & Co. June 1982 - April 1983
Oppenheim, Appel, Dixon & Co August 1979 - May 1982
Education
SUNY Albany 1977 — 1979
Bachelor of Science (BS), Accounting
University at Albany, SUNY 1977 — 1979
bs, accounting, school of business
New York Life 2009 - Present
Reynders Gray & Co March 2001 - June 2006
Bear Stearns & Co. Inc. 1982 - March 2001
McMahon, Brafman, Morgan & Co. June 1982 - April 1983
Oppenheim, Appel, Dixon & Co August 1979 - May 1982
Education
SUNY Albany 1977 — 1979
Bachelor of Science (BS), Accounting
University at Albany, SUNY 1977 — 1979
bs, accounting, school of business
Chris Viterito's Bear, Stearns & Co. Inc. Experience 1990 - 2007
Job Lead Application Manager at Deutsche Bank
Industry Information Technology and Services
Experience
Deutsche Bank April 2012 - Present
Deutsche Bank April 2012 - Present
Collabera August 2009 - July 2010
Bear Stearns & Co. Inc. 1990 - 2007
Maintech / Volt Information Systems November 1988 - November 1990
Sun Microsystems May 1986 - December 1988
Skills
User Acceptance Testing, Process Improvement, Budgets, Relationship Management, Project Management, Executive Management, Outsourcing, Data Center, Business Analysis, Trading Systems, Unix, PMO, Leadership, Change Management, IT Operations, Business Process..., Software Project..., Management, Disaster Recovery, Telecommunications, Vendor Management, Team Building, Strategic Planning, SDLC, Infrastructure, Integration, Fixed Income, Strategy, Enterprise Architecture, Organizational..., Software Development, IT Strategy, Management Consulting, Software Documentation, Team Leadership, Financial Analysis, Program Management, PMP, Project Portfolio..., Risk Management, Investment Banking
Education
Hofstra University 1979 — 1981
Deutsche Bank April 2012 - Present
Deutsche Bank April 2012 - Present
Collabera August 2009 - July 2010
Bear Stearns & Co. Inc. 1990 - 2007
Maintech / Volt Information Systems November 1988 - November 1990
Sun Microsystems May 1986 - December 1988
Skills
User Acceptance Testing, Process Improvement, Budgets, Relationship Management, Project Management, Executive Management, Outsourcing, Data Center, Business Analysis, Trading Systems, Unix, PMO, Leadership, Change Management, IT Operations, Business Process..., Software Project..., Management, Disaster Recovery, Telecommunications, Vendor Management, Team Building, Strategic Planning, SDLC, Infrastructure, Integration, Fixed Income, Strategy, Enterprise Architecture, Organizational..., Software Development, IT Strategy, Management Consulting, Software Documentation, Team Leadership, Financial Analysis, Program Management, PMP, Project Portfolio..., Risk Management, Investment Banking
Education
Hofstra University 1979 — 1981
Greg Houser's Bear, Stearns & Co. Inc. Experience May 1997 - January 2000
Job FVP at Washington Mutual Bank
Industry Financial Services
Experience
Washington Mutual April 2007 - Present
GMAC ResCap November 2001 - April 2007
Hollister LLC 2007 - 2007
KPMG Consulting / BearingPoint January 2000 - November 2001
Bear Stearns & Co. Inc. May 1997 - January 2000
Education
University of Minnesota - Carlson School of Management 2003 — 2008
Saint Michael's College 1994 — 1997
Accounting, Philosophy
Saint Michael's College 1991 — 1995
Washington Mutual April 2007 - Present
GMAC ResCap November 2001 - April 2007
Hollister LLC 2007 - 2007
KPMG Consulting / BearingPoint January 2000 - November 2001
Bear Stearns & Co. Inc. May 1997 - January 2000
Education
University of Minnesota - Carlson School of Management 2003 — 2008
Saint Michael's College 1994 — 1997
Accounting, Philosophy
Saint Michael's College 1991 — 1995
Paul Rainy's Bear, Stearns & Co. Inc. Experience 2003 - 2003
Job Junior Research Analyst at Securities Industry and Financial Markets Association (SIFMA)
Industry Financial Services
Experience
Securities Industry and Financial Markets Association November 2007 - November 2009
Securities Industry and Financial Markets Association May 2006 - October 2007
Pilot Advisors March 2005 - September 2005
UBS PaineWebber September 2003 - January 2004
Bear Stearns & Co., Inc. 2003 - 2003
Skills
Hedge Funds, Securities, Financial Markets, Mutual Funds, Equity Research, Emerging Markets, Investments, Capital Markets, Trading, Equities, Fixed Income, Bloomberg, Finance, Asset Managment, Derivatives
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance, 3.50
Securities Industry and Financial Markets Association November 2007 - November 2009
Securities Industry and Financial Markets Association May 2006 - October 2007
Pilot Advisors March 2005 - September 2005
UBS PaineWebber September 2003 - January 2004
Bear Stearns & Co., Inc. 2003 - 2003
Skills
Hedge Funds, Securities, Financial Markets, Mutual Funds, Equity Research, Emerging Markets, Investments, Capital Markets, Trading, Equities, Fixed Income, Bloomberg, Finance, Asset Managment, Derivatives
Education
Baruch College, City University of New York (CUNY) 2000 — 2004
BBA, Finance, 3.50
Janice C. Abrahamson's Bear, Stearns & Co. Inc. Experience November 1995 - April 2007
Job Futures regulatory compliance consultant at Triland Metals
Industry Financial Services
Experience
Triland Metals April 2011 - Present
JCA CONSULTING March 2007 - Present
Bear, Stearns & Co. Inc November 1995 - April 2007
Bear, Stearns & Co. Inc. and Bear, Stearns Securities Corp. 1995 - 2007
The Chase Manhattan Bank February 1982 - November 1995
Skills
Hedge Funds, Securities, Derivatives
Education
Bates College
Rhode Island School of Design
Triland Metals April 2011 - Present
JCA CONSULTING March 2007 - Present
Bear, Stearns & Co. Inc November 1995 - April 2007
Bear, Stearns & Co. Inc. and Bear, Stearns Securities Corp. 1995 - 2007
The Chase Manhattan Bank February 1982 - November 1995
Skills
Hedge Funds, Securities, Derivatives
Education
Bates College
Rhode Island School of Design
Lois Traunstein's Bear, Stearns & Co. Inc. Experience 1991 - 2007
Job Senior Associate Counsel at The Depository Trust and Clearing Corporation
Industry Financial Services
Experience
The Depository Trust and Clearing Corporation July 2010 - Present
DTCC / MarkitSERV September 2008 - June 2010
JPMorgan Chase 2008 - July 2008
Bear Stearns & Co. Inc. 1991 - 2007
Skills
Securities, ISDA, Due Diligence, Credit Derivatives, Fixed Income, Derivatives, Alternative Investments, Prime Brokerage, Hedge Funds, Structured Finance, Swaps, Capital Markets, Equities, Middle Office, Structured Products, Investment Banking
Education
New York Law School 2001 — 2005
JD
Wheaton College (MA) 1977 — 1981
BA
The Depository Trust and Clearing Corporation July 2010 - Present
DTCC / MarkitSERV September 2008 - June 2010
JPMorgan Chase 2008 - July 2008
Bear Stearns & Co. Inc. 1991 - 2007
Skills
Securities, ISDA, Due Diligence, Credit Derivatives, Fixed Income, Derivatives, Alternative Investments, Prime Brokerage, Hedge Funds, Structured Finance, Swaps, Capital Markets, Equities, Middle Office, Structured Products, Investment Banking
Education
New York Law School 2001 — 2005
JD
Wheaton College (MA) 1977 — 1981
BA
Joseph P. Wynne's Bear, Stearns & Co. Inc. Experience November 1990 - October 1993
Job Chief Financial Officer at BelHealth Investment Partners, LLC
Industry Venture Capital & Private Equity
Experience
BelHealth Investment Partners, LLC April 2012 - Present
Groundlink Holdings LLC January 2011 - April 2012
SCPW Acquisition, Inc. September 2007 - January 2011
Mascott Corporation December 2006 - July 2007
Commonwealth Associates November 1993 - November 2002
Bear Stearns & Co. Inc. November 1990 - October 1993
Goldstein Golub & Kessler December 1987 - November 1990
Skills
Cash Flow, Due Diligence, Private Equity, Financial Management, Restructuring, Financial Reporting, Budgeting, Strategic Planning, Business Strategy, Financial Analysis, Financial Modeling, Financial Planning, Forecasting
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
Hofstra University 1990 — 1992
Bachelor, Accounting
Northeastern University 1988 — 1990
BS, Accounting
BelHealth Investment Partners, LLC April 2012 - Present
Groundlink Holdings LLC January 2011 - April 2012
SCPW Acquisition, Inc. September 2007 - January 2011
Mascott Corporation December 2006 - July 2007
Commonwealth Associates November 1993 - November 2002
Bear Stearns & Co. Inc. November 1990 - October 1993
Goldstein Golub & Kessler December 1987 - November 1990
Skills
Cash Flow, Due Diligence, Private Equity, Financial Management, Restructuring, Financial Reporting, Budgeting, Strategic Planning, Business Strategy, Financial Analysis, Financial Modeling, Financial Planning, Forecasting
Education
New York University - Leonard N. Stern School of Business 1990 — 1993
MBA, Finance
Hofstra University 1990 — 1992
Bachelor, Accounting
Northeastern University 1988 — 1990
BS, Accounting
Omar Jaffrey's Bear, Stearns & Co. Inc. Experience 1991 - 1995
Job Managing Partner at Melody Capital Partners LLC
Industry Investment Management
Experience
Melody Capital Partners LLC November 2012 - Present
TAP Advisors April 2012 - March 2013
UBS 2003 - March 2012
Merrill Lynch March 1998 - June 2003
CharSher Corp March 1996 - March 1998
Bear Stearns & Co. Inc. 1991 - 1995
Education
Stanford University Graduate School of Business 1989 — 1991
Columbia University in the City of New York 1983 — 1987
BS, Electrical Engineering/Computer Science
Melody Capital Partners LLC November 2012 - Present
TAP Advisors April 2012 - March 2013
UBS 2003 - March 2012
Merrill Lynch March 1998 - June 2003
CharSher Corp March 1996 - March 1998
Bear Stearns & Co. Inc. 1991 - 1995
Education
Stanford University Graduate School of Business 1989 — 1991
Columbia University in the City of New York 1983 — 1987
BS, Electrical Engineering/Computer Science
Natalie Mink's Bear, Stearns & Co. Inc. Experience January 2004 - July 2004
Job KYC/AML Compliance Professional
Industry Financial Services
Experience
Société Générale June 2015 - Present
JPMorgan Chase July 2014 - April 2015
Karl Storz Endoscopy September 2009 - June 2014
Ria Financial Services October 2004 - October 2008
Bear Stearns & Co., Inc. January 2004 - July 2004
Skills
Know Your Customer, Training, FDA, Risk Management, Financial Services, Regulations, Operational Risk, Fraud, Banking, Operational Risk..., Financial Risk, Payments, Bank Secrecy Act, USA PATRIOT Act, Anti Money Laundering, OFAC, Money Service Business, KYC, Due Diligence, Management
Education
The John Marshall Law School 1999 — 2003
J.D., Law
University of California, Irvine 1990 — 1994
B.A., Criminology, Law and Society
Société Générale June 2015 - Present
JPMorgan Chase July 2014 - April 2015
Karl Storz Endoscopy September 2009 - June 2014
Ria Financial Services October 2004 - October 2008
Bear Stearns & Co., Inc. January 2004 - July 2004
Skills
Know Your Customer, Training, FDA, Risk Management, Financial Services, Regulations, Operational Risk, Fraud, Banking, Operational Risk..., Financial Risk, Payments, Bank Secrecy Act, USA PATRIOT Act, Anti Money Laundering, OFAC, Money Service Business, KYC, Due Diligence, Management
Education
The John Marshall Law School 1999 — 2003
J.D., Law
University of California, Irvine 1990 — 1994
B.A., Criminology, Law and Society
Margaret Egan's Bear, Stearns & Co. Inc. Experience March 1992 - October 2008
Job Vice President at BlackRock, Inc.
Industry Financial Services
Experience
BlackRock, Inc. February 2011 - Present
Beutel & Joyce, LLC January 2009 - February 2011
Bear Stearns & Co. Inc. March 1992 - October 2008
JP Morgan Chase/Bear Stearns 1992 - 2008
Skills
Tax, Corporate Tax, Financial Services, Finance, Corporate Finance, Securities, Mergers & Acquisitions, Valuation, Alternative Investments, Fixed Income, Investment Banking, Auditing, Sarbanes-Oxley Act
Education
City University of New York-Hunter College 1984 — 1988
BA -- Economics, Accounting
New York University 1978 — 1979
Paralegal, Litigation
BlackRock, Inc. February 2011 - Present
Beutel & Joyce, LLC January 2009 - February 2011
Bear Stearns & Co. Inc. March 1992 - October 2008
JP Morgan Chase/Bear Stearns 1992 - 2008
Skills
Tax, Corporate Tax, Financial Services, Finance, Corporate Finance, Securities, Mergers & Acquisitions, Valuation, Alternative Investments, Fixed Income, Investment Banking, Auditing, Sarbanes-Oxley Act
Education
City University of New York-Hunter College 1984 — 1988
BA -- Economics, Accounting
New York University 1978 — 1979
Paralegal, Litigation
Amanda Eugenia's Bear, Stearns & Co. Inc. Experience April 2006 - June 2008
Job Assistant Vice President Office Manager at Mizuho
Industry Financial Services
Experience
Mizuho Securities USA Inc. August 2015 - Present
JPMorgan Chase October 2013 - August 2015
MacAndrews & Forbes Holdings Inc. July 2013 - October 2013
NEUBERGER BERMAN LLC November 2008 - July 2013
BEAR, STEARNS & CO. INC April 2006 - June 2008
GCP CAPITAL GROUP June 2004 - March 2006
AccountNet, Inc June 2001 - April 2004
Skills
Onboarding, Human Resources, QuickBooks, Travel Arrangements, Spreadsheets, Outlook, Microsoft Excel, PowerPoint, Customer Service, Management, Office Management, Administrative..., Employee Relations, Training, Recruiting, Microsoft Office, Leadership, Process Improvement, Vendor Management, Microsoft Word, PeopleSoft, Finance, Employee Benefits, Budgets, Asset Management, Accounting, Alternative Investments, Portfolio Management, Banking, Financial Analysis, Equities
Education
Barton College 1993 — 1996
Broadcast Communications
Barton College 1993 — 1996
Broadcast Journalism
Mizuho Securities USA Inc. August 2015 - Present
JPMorgan Chase October 2013 - August 2015
MacAndrews & Forbes Holdings Inc. July 2013 - October 2013
NEUBERGER BERMAN LLC November 2008 - July 2013
BEAR, STEARNS & CO. INC April 2006 - June 2008
GCP CAPITAL GROUP June 2004 - March 2006
AccountNet, Inc June 2001 - April 2004
Skills
Onboarding, Human Resources, QuickBooks, Travel Arrangements, Spreadsheets, Outlook, Microsoft Excel, PowerPoint, Customer Service, Management, Office Management, Administrative..., Employee Relations, Training, Recruiting, Microsoft Office, Leadership, Process Improvement, Vendor Management, Microsoft Word, PeopleSoft, Finance, Employee Benefits, Budgets, Asset Management, Accounting, Alternative Investments, Portfolio Management, Banking, Financial Analysis, Equities
Education
Barton College 1993 — 1996
Broadcast Communications
Barton College 1993 — 1996
Broadcast Journalism
Evan Jay's Bear, Stearns & Co. Inc. Experience 2007 - 2008
Job Executive Director & Associate General Counsel at J.P. Morgan Asset Management
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns & Co. Inc. 2007 - 2008
Skills
Hedge Funds, Capital Markets, Securities, Derivatives, Alternative Investments, Asset Management, Equities, Mutual Funds, Trading, Fixed Income, Legal Compliance, Series 7
Education
The George Washington University Law School 1988 — 1991
Doctor of Law (JD)
University of Michigan 1984 — 1988
B.A, English
JP Morgan June 2008 - Present
Bear Stearns & Co. Inc. 2007 - 2008
Skills
Hedge Funds, Capital Markets, Securities, Derivatives, Alternative Investments, Asset Management, Equities, Mutual Funds, Trading, Fixed Income, Legal Compliance, Series 7
Education
The George Washington University Law School 1988 — 1991
Doctor of Law (JD)
University of Michigan 1984 — 1988
B.A, English
Joseph Sammarco's Bear, Stearns & Co. Inc. Experience 2003 - 2004
Job Vice President at iNautix USA
Industry Financial Services
Experience
iNautix USA April 2007 - Present
Pershing LLC April 1997 - September 2007
Bear Stearns & Co., Inc. 2003 - 2004
Bankers Trust June 1995 - April 1997
Skills
Asset Management, Customer Conversion, Equities, Financial Services, Fixed Income, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 7
Education
City University of New York-College of Staten Island 1991 — 1995
B.S. Business
iNautix USA April 2007 - Present
Pershing LLC April 1997 - September 2007
Bear Stearns & Co., Inc. 2003 - 2004
Bankers Trust June 1995 - April 1997
Skills
Asset Management, Customer Conversion, Equities, Financial Services, Fixed Income, Investments, Leadership, Management, Mutual Funds, Portfolio Management, Risk Management, Securities, Series 7
Education
City University of New York-College of Staten Island 1991 — 1995
B.S. Business
Vito A. Ruggiero's Bear, Stearns & Co. Inc. Experience January 1990 - August 2008
Job Technology Operations Manager at Direct Edge
Industry Information Technology and Services
Experience
Direct Edge December 2008 - Present
Bear Stearns & Co. Inc. January 1990 - August 2008
Skills
IT Service Management, Change Management, Risk Management, Incident Management, ITIL, Vendor Management, IT Management, Enterprise Architecture, Project Management, IT Strategy, IT Operations, Management, Networking, Troubleshooting, Data Center, Team Building, Enterprise Software, Disaster Recovery, SDLC, Integration, Infrastructure, Business Continuity, Trading Systems, Leadership
Education
Pace University
Computer Science
Direct Edge December 2008 - Present
Bear Stearns & Co. Inc. January 1990 - August 2008
Skills
IT Service Management, Change Management, Risk Management, Incident Management, ITIL, Vendor Management, IT Management, Enterprise Architecture, Project Management, IT Strategy, IT Operations, Management, Networking, Troubleshooting, Data Center, Team Building, Enterprise Software, Disaster Recovery, SDLC, Integration, Infrastructure, Business Continuity, Trading Systems, Leadership
Education
Pace University
Computer Science
Abu Ziauddin's Bear, Stearns & Co. Inc. Experience 1999 - 2008
Job Associate
Industry Information Technology and Services
Experience
JPMorgan Chase September 1999 - Present
JP Morgan 1999 - Present
JP Morgan 1999 - Present
Bear Stearns & Co. Inc. 1999 - 2008
Skills
Investment Banking, Electronic Trading, Trading Systems, Fixed Income, Market Data, Sybase, Credit Risk, Equities, Banking, Risk Management, Prime Brokerage, Business Analysis
Education
Kean University
JPMorgan Chase September 1999 - Present
JP Morgan 1999 - Present
JP Morgan 1999 - Present
Bear Stearns & Co. Inc. 1999 - 2008
Skills
Investment Banking, Electronic Trading, Trading Systems, Fixed Income, Market Data, Sybase, Credit Risk, Equities, Banking, Risk Management, Prime Brokerage, Business Analysis
Education
Kean University
Donnette Williams's Bear, Stearns & Co. Inc. Experience Associate Director-Community RelationsBear Stearns & Co. Inc.1991 - 2008
Job Associate Director at Bear Stearns & Co. Inc.
Industry Financial Services
Experience
Bear Stearns & Co. Inc. Associate Director-Community RelationsBear Stearns & Co. Inc.1991 - 2008
Education
City University of New York City College
Bear Stearns & Co. Inc. Associate Director-Community RelationsBear Stearns & Co. Inc.1991 - 2008
Education
City University of New York City College
Kurt Klimenko's Bear, Stearns & Co. Inc. Experience 1998 - 2001
Job Senior Analyst at Stone Table Advisors
Industry Financial Services
Experience
Stone Table Advisors January 2015 - Present
Incapture Investments September 2013 - September 2014
BlackRock April 2008 - June 2013
BlackRock 2008 - 2010
Deutsche Bank 2005 - 2008
Seneca Capital Management, LLC August 2003 - August 2005
Barclays Investment Bank April 2001 - November 2002
Bear, Stearns & Co. Inc 1998 - 2001
Bank of America 1993 - 1998
Skills
Hedge Funds, Fixed Income, Portfolio Management, Equities, Credit, Asset Management, Financial Modeling, Securities, Emerging Markets, Bonds, Financial Markets, Investment Banking, Capital Markets, Investment Strategies, Mutual Funds, Asset Managment, Alternative Investments, Leveraged Finance, Bloomberg, Trading, Credit Analysis, CDS, High Yield, Investments, Hedging, Equity Research, Loans, Structured Products
Education
Michigan State University 1987 — 1991
Bachelor of Arts (B.A.), Finance, General
Michigan State University 1987 — 1991
Bachelor of Fine Arts (B.F.A.), Finance, General
Stone Table Advisors January 2015 - Present
Incapture Investments September 2013 - September 2014
BlackRock April 2008 - June 2013
BlackRock 2008 - 2010
Deutsche Bank 2005 - 2008
Seneca Capital Management, LLC August 2003 - August 2005
Barclays Investment Bank April 2001 - November 2002
Bear, Stearns & Co. Inc 1998 - 2001
Bank of America 1993 - 1998
Skills
Hedge Funds, Fixed Income, Portfolio Management, Equities, Credit, Asset Management, Financial Modeling, Securities, Emerging Markets, Bonds, Financial Markets, Investment Banking, Capital Markets, Investment Strategies, Mutual Funds, Asset Managment, Alternative Investments, Leveraged Finance, Bloomberg, Trading, Credit Analysis, CDS, High Yield, Investments, Hedging, Equity Research, Loans, Structured Products
Education
Michigan State University 1987 — 1991
Bachelor of Arts (B.A.), Finance, General
Michigan State University 1987 — 1991
Bachelor of Fine Arts (B.F.A.), Finance, General
Angela Chiang's Bear, Stearns & Co. Inc. Experience July 2006 - August 2008
Job Vice President at AIG
Industry Financial Services
Experience
AIG August 2015 - Present
Wells Fargo August 2013 - August 2015
WELLS FARGO & CO September 2008 - August 2013
BEAR, STEARNS & CO. INC July 2006 - August 2008
MIZUHO CORPORATE BANK, LTD February 2005 - July 2006
THE SUMITOMO TRUST & BANKING CO., LTD July 2001 - February 2005
Skills
Banking, Portfolio Management, Credit Risk, Analysis, Credit, Credit Analysis, Due Diligence, Leveraged Finance, Finance, Loans, Risk Management, Corporate Finance, Investments, Financial Analysis, Hedge Funds
Education
New York University 1997 — 2001
BA, Economics, Sociology
New York University
Bachelor of Arts (BA), Economics
AIG August 2015 - Present
Wells Fargo August 2013 - August 2015
WELLS FARGO & CO September 2008 - August 2013
BEAR, STEARNS & CO. INC July 2006 - August 2008
MIZUHO CORPORATE BANK, LTD February 2005 - July 2006
THE SUMITOMO TRUST & BANKING CO., LTD July 2001 - February 2005
Skills
Banking, Portfolio Management, Credit Risk, Analysis, Credit, Credit Analysis, Due Diligence, Leveraged Finance, Finance, Loans, Risk Management, Corporate Finance, Investments, Financial Analysis, Hedge Funds
Education
New York University 1997 — 2001
BA, Economics, Sociology
New York University
Bachelor of Arts (BA), Economics
Staci Davis's Bear, Stearns & Co. Inc. Experience 1991 - 1994
Job Licenced Insurance Agent at HealthMarkets
Industry Insurance
Experience
HealthMarkets Mortgage BrokerCarterett Mortgage2005 - 2007
The Daily Item 2004 - 2005
Lavender Hill Design 1997 - 2005
StockCross 1994 - 1995
Boston Investors Group 1994 - 1994
Bear Stearns & Co., Inc. 1991 - 1994
Education
Sheffield School of Interior Design 1996 — 1997
cetificate, Interior Design
Newbury College 1989 — 1991
Associates, Interior Design
Boston University 1986 — 1989
Art
East Boston High School
Staci Davis
HealthMarkets Mortgage BrokerCarterett Mortgage2005 - 2007
The Daily Item 2004 - 2005
Lavender Hill Design 1997 - 2005
StockCross 1994 - 1995
Boston Investors Group 1994 - 1994
Bear Stearns & Co., Inc. 1991 - 1994
Education
Sheffield School of Interior Design 1996 — 1997
cetificate, Interior Design
Newbury College 1989 — 1991
Associates, Interior Design
Boston University 1986 — 1989
Art
East Boston High School
Staci Davis
Jodi Cascade's Bear, Stearns & Co. Inc. Experience May 1996 - September 2007
Job Independent Human Resources Professional
Industry Human Resources
Experience
Bear Stearns & Co. Inc. May 1996 - September 2007
Education
The New School 1998 — 2000
MS, Human Resources
Indiana University Bloomington 1992 — 1996
BS, Business
Bear Stearns & Co. Inc. May 1996 - September 2007
Education
The New School 1998 — 2000
MS, Human Resources
Indiana University Bloomington 1992 — 1996
BS, Business
Alan Walkow's Bear, Stearns & Co. Inc. Experience October 2006 - 2008
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs April 2013 - Present
Axiom June 2012 - March 2013
MF Global June 2009 - May 2012
JPMorgan March 2008 - June 2009
Bear Stearns & Co. Inc. October 2006 - 2008
Newedge USA LLC January 2004 - May 2006
Skills
Prime Brokerage, Derivatives, Swaps
Education
Brooklyn Law School 2003 — 2006
JD
Penn State University 1998 — 2002
BS, Economics
Goldman Sachs April 2013 - Present
Axiom June 2012 - March 2013
MF Global June 2009 - May 2012
JPMorgan March 2008 - June 2009
Bear Stearns & Co. Inc. October 2006 - 2008
Newedge USA LLC January 2004 - May 2006
Skills
Prime Brokerage, Derivatives, Swaps
Education
Brooklyn Law School 2003 — 2006
JD
Penn State University 1998 — 2002
BS, Economics
Bradford James Paige's Bear, Stearns & Co. Inc. Experience September 1999 - January 2001
Job Print Production Expert, Graphic Designer, Desktop Publisher and Consultant
Industry Translation and Localization
Experience
Page-by-Paige Designs June 1999 - Present
Crimson Life Sciences March 2011 - July 2014
Crimson Life Sciences June 2002 - March 2011
Bear Stearns & Co. Inc. September 1999 - January 2001
Interaction Associates April 1997 - June 1999
Skills
Project Management, Localization, Translation, Management, Marketing Communications, Graphic Design, Training, Typography, Language Services, Logo Design, Public Relations, Foreign Languages, Layout, Internationalization, Website Localization, Visual Communication, Product Development, Strategic Planning, Production Efficiency, Quote Preparation, Production Planning, Hands-on Training, Result Oriented, Production Budgeting, Software Packaging, Retail Packaging, Food Packaging, QuarkXPress, Editing, Application Packaging, InDesign, Photoshop, Illustrator, Adobe Creative Suite, Adobe Acrobat
Education
UC Berkeley Extensions 1999 — 1999
Technical Writing
Boston University 1992 — 1997
Marketing/Communications
Page-by-Paige Designs June 1999 - Present
Crimson Life Sciences March 2011 - July 2014
Crimson Life Sciences June 2002 - March 2011
Bear Stearns & Co. Inc. September 1999 - January 2001
Interaction Associates April 1997 - June 1999
Skills
Project Management, Localization, Translation, Management, Marketing Communications, Graphic Design, Training, Typography, Language Services, Logo Design, Public Relations, Foreign Languages, Layout, Internationalization, Website Localization, Visual Communication, Product Development, Strategic Planning, Production Efficiency, Quote Preparation, Production Planning, Hands-on Training, Result Oriented, Production Budgeting, Software Packaging, Retail Packaging, Food Packaging, QuarkXPress, Editing, Application Packaging, InDesign, Photoshop, Illustrator, Adobe Creative Suite, Adobe Acrobat
Education
UC Berkeley Extensions 1999 — 1999
Technical Writing
Boston University 1992 — 1997
Marketing/Communications
Laura Fogg's Bear, Stearns & Co. Inc. Experience 2003 - 2004
Job Senior Vice President, International Credit Products at Citi
Industry Financial Services
Experience
Citi May 2015 - Present
Citi July 2011 - June 2015
Federal Bureau of Investigation 2007 - 2011
Deloitte Consulting 2007 - 2008
DOJ - ICITAP 2005 - 2007
Bear Stearns & Co., Inc. 2003 - 2004
Skills
Capital Markets, Analysis, Financial Modeling, Corporate Finance, Valuation, Transaction Experience, Marketing, Loans, Financial Analysis, Private Equity, Financial Structuring, Investments, Investment Banking, Equities
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Elon University 2001 — 2005
BA, International Affairs, Spanish
Citi May 2015 - Present
Citi July 2011 - June 2015
Federal Bureau of Investigation 2007 - 2011
Deloitte Consulting 2007 - 2008
DOJ - ICITAP 2005 - 2007
Bear Stearns & Co., Inc. 2003 - 2004
Skills
Capital Markets, Analysis, Financial Modeling, Corporate Finance, Valuation, Transaction Experience, Marketing, Loans, Financial Analysis, Private Equity, Financial Structuring, Investments, Investment Banking, Equities
Education
Columbia University - Columbia Business School 2009 — 2011
MBA, Finance
Elon University 2001 — 2005
BA, International Affairs, Spanish
Barbara Bishop's Bear, Stearns & Co. Inc. Experience 1985 - 2008
Job Adjunct Professor at New York Law School
Industry Financial Services
Experience
Hedge Fund January 2015 - Present
New York Law School January 2010 - Present
Consultant May 2009 - Present
Hedge fund January 2015 - July 2015
Pali Holdings Inc. September 2008 - March 2009
Bear Stearns & Co. Inc. 1985 - 2008
Education
Stanford University 1969 — 1972
BA
New York University School of Law
JD
Hedge Fund January 2015 - Present
New York Law School January 2010 - Present
Consultant May 2009 - Present
Hedge fund January 2015 - July 2015
Pali Holdings Inc. September 2008 - March 2009
Bear Stearns & Co. Inc. 1985 - 2008
Education
Stanford University 1969 — 1972
BA
New York University School of Law
JD
Lindsay Margeton's Bear, Stearns & Co. Inc. Experience July 2006 - June 2008
Job Owner, Fleet Clean Atlanta
Industry Transportation/Trucking/Railroad
Experience
Fleet Clean Atlanta January 2014 - Present
Stone Point Capital August 2008 - January 2014
Bear Stearns & Co. Inc. July 2006 - June 2008
Skills
Private Equity, Investment Banking, Valuation, Finance, Financial Services, Portfolio Management, Mergers & Acquisitions, Financial Modeling
Education
Emory University 2002 — 2006
BA, Summa Cum Laude, Economics and Spanish
Fleet Clean Atlanta January 2014 - Present
Stone Point Capital August 2008 - January 2014
Bear Stearns & Co. Inc. July 2006 - June 2008
Skills
Private Equity, Investment Banking, Valuation, Finance, Financial Services, Portfolio Management, Mergers & Acquisitions, Financial Modeling
Education
Emory University 2002 — 2006
BA, Summa Cum Laude, Economics and Spanish
Bryan Bullock's Bear, Stearns & Co. Inc. Experience February 1989 - June 1994
Job Pres. & CEO at Peakview Asset Management
Industry Investment Management
Experience
Peakview Asset Management April 2008 - Present
The Kessler Companies, Inc. April 1998 - March 2008
Seattle Northwest Securities Corp. January 1996 - April 1998
Donaldson, Lufkin & Jenrette June 1994 - January 1996
Bear Stearns & Co. Inc. February 1989 - June 1994
Education
Oregon State University 1984 — 1987
B.A. Finance, Finance, Economics, German
University of Portland in Salzburg 1983 — 1984
European History, Philosophy, Religion, Art History, German
Peakview Asset Management April 2008 - Present
The Kessler Companies, Inc. April 1998 - March 2008
Seattle Northwest Securities Corp. January 1996 - April 1998
Donaldson, Lufkin & Jenrette June 1994 - January 1996
Bear Stearns & Co. Inc. February 1989 - June 1994
Education
Oregon State University 1984 — 1987
B.A. Finance, Finance, Economics, German
University of Portland in Salzburg 1983 — 1984
European History, Philosophy, Religion, Art History, German
Christopher A. Recouso's Bear, Stearns & Co. Inc. Experience April 1996 - April 2007
Job Managing Director at Cicerone Advisers, LLC
Industry Capital Markets
Experience
Cicerone Advisers, LLC July 2011 - Present
Knight Capital Group, Inc. March 2010 - May 2011
Recouso Analytics January 2009 - February 2010
Banc of America Securities June 2007 - July 2008
Bear Stearns & Co. Inc. April 1996 - April 2007
Skills
Equities, Valuation, Emerging Markets, Securities, Bonds, Distressed assets
Education
Fordham University
M.A., Political Economy
New York University
M.A., Political Economy
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics / Political Science
Cicerone Advisers, LLC July 2011 - Present
Knight Capital Group, Inc. March 2010 - May 2011
Recouso Analytics January 2009 - February 2010
Banc of America Securities June 2007 - July 2008
Bear Stearns & Co. Inc. April 1996 - April 2007
Skills
Equities, Valuation, Emerging Markets, Securities, Bonds, Distressed assets
Education
Fordham University
M.A., Political Economy
New York University
M.A., Political Economy
Rutgers, The State University of New Jersey-New Brunswick
B.A., Economics / Political Science
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
Kevin Prunty's Bear, Stearns & Co. Inc. Experience 1995 - 2008
Job Raymond James
Industry Financial Services
Experience
Raymond James June 2009 - Present
Cowen and Company 2008 - 2009
Bear, Stearns & Co. Inc 1995 - 2008
Education
Pace University - Lubin School of Business 1993 — 1995
Raymond James June 2009 - Present
Cowen and Company 2008 - 2009
Bear, Stearns & Co. Inc 1995 - 2008
Education
Pace University - Lubin School of Business 1993 — 1995
Daniello Natoli, CFA's Bear, Stearns & Co. Inc. Experience 2006 - 2008
Job
Industry Financial Services
Experience
J.P. Morgan April 2014 - May 2015
Revere Securities Corp. September 2012 - May 2013
Tocqueville Securities L.P 2009 - 2010
Matrix U.S.A. LLC 2008 - 2009
Bear, Stearns & Co. Inc 2006 - 2008
Chenango Valley Capital L.P./GDO Capital 2001 - 2006
ABN AMRO 2000 - 2001
Lehman Brothers Inc 1997 - 2000
Skills
Equities, Valuation, Options, Economics, Credit, Research, Hedge Funds, Alternative Investments, Fixed Income, Investment Banking, Private Equity, Asset Managment, Capital Markets, Derivatives, Portfolio Management, Equity Research, Management Consulting, Trading, Asset Management, Finance, FINRA, Credit Analysis, Securities, ABS, Bloomberg, Structured Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
New York University 2008 — 2009
M.S.
Columbia College (NY) 1994 — 1998
BA
Hotchkiss
J.P. Morgan April 2014 - May 2015
Revere Securities Corp. September 2012 - May 2013
Tocqueville Securities L.P 2009 - 2010
Matrix U.S.A. LLC 2008 - 2009
Bear, Stearns & Co. Inc 2006 - 2008
Chenango Valley Capital L.P./GDO Capital 2001 - 2006
ABN AMRO 2000 - 2001
Lehman Brothers Inc 1997 - 2000
Skills
Equities, Valuation, Options, Economics, Credit, Research, Hedge Funds, Alternative Investments, Fixed Income, Investment Banking, Private Equity, Asset Managment, Capital Markets, Derivatives, Portfolio Management, Equity Research, Management Consulting, Trading, Asset Management, Finance, FINRA, Credit Analysis, Securities, ABS, Bloomberg, Structured Finance, Financial Modeling
Education
Columbia University - Columbia Business School 2010 — 2012
MBA
New York University 2008 — 2009
M.S.
Columbia College (NY) 1994 — 1998
BA
Hotchkiss
Stephen Henriques's Bear, Stearns & Co. Inc. Experience 2003 - 2005
Job Executive Director at CIBC World Markets
Industry Financial Services
Experience
CIBC World Markets June 2011 - Present
Parallax Industries January 2009 - October 2011
Oppenheimer & Co. CIBC World Markets March 2006 - October 2008
Bear, Stearns & Co. Inc 2003 - 2005
Smith Barney September 2001 - September 2003
Skills
Equity Trading, Equity Derivatives, Fixed Income Trading, Compliance, Structured Products, Electronic Trading, Compliance Management, Code of Conduct, Surveillance, AML, Compliance Audits, FINRA, Internal Audit, SEC reporting, Equities, Fixed Income, Securities, Stock Loan, Hedge Funds, Financial Services, Equity Research, Financial Markets, Securities Lending, ETFs, Capital Markets, Derivatives, Market Data, Trading, Options
Education
Clark University 1986 — 1991
BA, Political Science and Economics
CIBC World Markets June 2011 - Present
Parallax Industries January 2009 - October 2011
Oppenheimer & Co. CIBC World Markets March 2006 - October 2008
Bear, Stearns & Co. Inc 2003 - 2005
Smith Barney September 2001 - September 2003
Skills
Equity Trading, Equity Derivatives, Fixed Income Trading, Compliance, Structured Products, Electronic Trading, Compliance Management, Code of Conduct, Surveillance, AML, Compliance Audits, FINRA, Internal Audit, SEC reporting, Equities, Fixed Income, Securities, Stock Loan, Hedge Funds, Financial Services, Equity Research, Financial Markets, Securities Lending, ETFs, Capital Markets, Derivatives, Market Data, Trading, Options
Education
Clark University 1986 — 1991
BA, Political Science and Economics
Manoj Singh's Bear, Stearns & Co. Inc. Experience September 2002 - June 2006
Job Market Risk Oversight Officer at American Express
Industry Financial Services
Experience
American Express June 2014 - Present
Federal Housing Finance Agency December 2011 - May 2014
The Collingwood Group, LLC July 2011 - November 2011
Freddie Mac June 2010 - July 2011
Freddie Mac June 2006 - May 2010
Bear Stearns & Co. Inc September 2002 - June 2006
Lehman Brothers March 2000 - August 2002
Bear, Stearns & Co. Inc March 1996 - March 2000
Wasserstein Perella Capital Management January 1993 - February 1996
Boston College September 1989 - June 1993
Skills
Fixed Income, Mortgage Lending, Credit, Derivatives, Capital Markets, Credit Risk, Financial Markets, Risk Management, Financial Risk, Structured Finance, Securities, Valuation, Financial Analysis, Hedging, Financial Modeling, Market Risk
Education
Purdue University 1985 — 1989
1989Ph.D, Finance
Purdue University 1984 — 1985
1985M.S, Nuclear Engineering
Indian Institute of Technology, Kanpur 1979 — 1984
B.Tech., Mechanical Engineering
American Express June 2014 - Present
Federal Housing Finance Agency December 2011 - May 2014
The Collingwood Group, LLC July 2011 - November 2011
Freddie Mac June 2010 - July 2011
Freddie Mac June 2006 - May 2010
Bear Stearns & Co. Inc September 2002 - June 2006
Lehman Brothers March 2000 - August 2002
Bear, Stearns & Co. Inc March 1996 - March 2000
Wasserstein Perella Capital Management January 1993 - February 1996
Boston College September 1989 - June 1993
Skills
Fixed Income, Mortgage Lending, Credit, Derivatives, Capital Markets, Credit Risk, Financial Markets, Risk Management, Financial Risk, Structured Finance, Securities, Valuation, Financial Analysis, Hedging, Financial Modeling, Market Risk
Education
Purdue University 1985 — 1989
1989Ph.D, Finance
Purdue University 1984 — 1985
1985M.S, Nuclear Engineering
Indian Institute of Technology, Kanpur 1979 — 1984
B.Tech., Mechanical Engineering
Timothy Schar's Bear, Stearns & Co. Inc. Experience July 1992 - January 2000
Job Managing Director Technology Equity Capital Markets at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo November 2010 - Present
ServiceSource October 2009 - November 2010
Asana Activewear May 2007 - October 2010
FinancialOS July 2009 - October 2009
Silver Spring Networks June 2009 - October 2009
Credit Suisse April 2007 - January 2009
Wachovia Securities, LLC June 2002 - April 2007
Credit Suisse First Boston October 2000 - June 2002
DLJ January 2000 - October 2000
Bear Stearns & Co. Inc. July 1992 - January 2000
Skills
Equity Derivatives, Credit Analysis, Convertible Bonds, Smart Grid, Option Valuation, Mergers, Capital Markets, Capital Raising, Forecasting, Equity Capital Markets, Financial Modeling, Private Equity, Valuation, Corporate Finance, Equities, IPO, Venture Capital, Investment Banking, Emerging Markets, Hedge Funds, Mergers, Financial Analysis, Finance, Strategy
Education
Macalester College 1989 — 1992
BA, Economics, Computer Science (concentration), Mathematics (concentration), Music (minor)
Wells Fargo November 2010 - Present
ServiceSource October 2009 - November 2010
Asana Activewear May 2007 - October 2010
FinancialOS July 2009 - October 2009
Silver Spring Networks June 2009 - October 2009
Credit Suisse April 2007 - January 2009
Wachovia Securities, LLC June 2002 - April 2007
Credit Suisse First Boston October 2000 - June 2002
DLJ January 2000 - October 2000
Bear Stearns & Co. Inc. July 1992 - January 2000
Skills
Equity Derivatives, Credit Analysis, Convertible Bonds, Smart Grid, Option Valuation, Mergers, Capital Markets, Capital Raising, Forecasting, Equity Capital Markets, Financial Modeling, Private Equity, Valuation, Corporate Finance, Equities, IPO, Venture Capital, Investment Banking, Emerging Markets, Hedge Funds, Mergers, Financial Analysis, Finance, Strategy
Education
Macalester College 1989 — 1992
BA, Economics, Computer Science (concentration), Mathematics (concentration), Music (minor)
Don Black's Bear, Stearns & Co. Inc. Experience June 1989 - December 1994
Job Managing Director at BP Energy Co
Industry Oil & Energy
Experience
BP Energy Co September 2006 - Present
Entergy July 2001 - October 2006
Enron North America Corp. 1995 - 2001
Bear Stearns & Co. Inc. June 1989 - December 1994
Skills
Energy, Natural Gas, Energy Industry, Commodity Markets, Petroleum, Gas, Upstream, Oil & Gas, Commodity, Energy Markets, Pipelines, Hedging
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1987
MBA, Finance
Georgia Institute of Technology 1979 — 1983
BME, Mechanical Engineering
American School of Paris 1977 — 1979
High School Diploma
BP Energy Co September 2006 - Present
Entergy July 2001 - October 2006
Enron North America Corp. 1995 - 2001
Bear Stearns & Co. Inc. June 1989 - December 1994
Skills
Energy, Natural Gas, Energy Industry, Commodity Markets, Petroleum, Gas, Upstream, Oil & Gas, Commodity, Energy Markets, Pipelines, Hedging
Education
University of Michigan - Stephen M. Ross School of Business 1985 — 1987
MBA, Finance
Georgia Institute of Technology 1979 — 1983
BME, Mechanical Engineering
American School of Paris 1977 — 1979
High School Diploma
frances pinkston's Bear, Stearns & Co. Inc. Experience 1981 - 2008
Job Financial Services Professional
Industry Financial Services
Experience
Bear Stearns 1981 - 2008
Bear Stearns & Co. Inc. 1981 - 2008
Education
Louisiana State University 1975 — 1980
BA, Journalism
Bear Stearns 1981 - 2008
Bear Stearns & Co. Inc. 1981 - 2008
Education
Louisiana State University 1975 — 1980
BA, Journalism
Patrick Brogan's Bear, Stearns & Co. Inc. Experience December 2004 - July 2007
Job Senior Business Analyst at Qlik
Industry Information Technology and Services
Experience
Qlik April 2015 - Present
Qlik May 2012 - April 2015
AIG, Inc January 2008 - May 2012
Bear, Stearns & Co. Inc December 2004 - July 2007
Skills
Business Analysis, Process Improvement, Integration, Management, Business Process, Analysis, Six Sigma, Business Intelligence, SharePoint, Requirements Analysis, Software Project..., SDLC, Business Process..., Project Management, Vendor Management, Analytics, Data Analysis, Program Management, Requirements Gathering
Education
Ithaca College 1999 — 2004
Bachelor of Arts, Writing
Qlik April 2015 - Present
Qlik May 2012 - April 2015
AIG, Inc January 2008 - May 2012
Bear, Stearns & Co. Inc December 2004 - July 2007
Skills
Business Analysis, Process Improvement, Integration, Management, Business Process, Analysis, Six Sigma, Business Intelligence, SharePoint, Requirements Analysis, Software Project..., SDLC, Business Process..., Project Management, Vendor Management, Analytics, Data Analysis, Program Management, Requirements Gathering
Education
Ithaca College 1999 — 2004
Bachelor of Arts, Writing
Linda Seidman's Bear, Stearns & Co. Inc. Experience 1989 - 2009
Job Financial Services Professional
Industry Financial Services
Experience
Bear Stearns/JPMorgan 1989 - 2009
Bear Stearns & Co. Inc. 1989 - 2009
Education
City University of New York City College 1982 — 1983
M.I.S, Information Systems
Bear Stearns/JPMorgan 1989 - 2009
Bear Stearns & Co. Inc. 1989 - 2009
Education
City University of New York City College 1982 — 1983
M.I.S, Information Systems
J. Mark Junewicz's Bear, Stearns & Co. Inc. Experience 1987 - 1990
Job President and Founder at Junewicz & Co., Inc.
Industry Investment Banking
Experience
Mount Sinai Health System March 2015 - Present
IGNYTA, Inc. June 2014 - Present
Junewicz & Co., Inc. January 1991 - Present
Bear Stearns & Co., Inc. 1987 - 1990
Merrill Lynch 1975 - 1987
Skills
Venture Capital, Private Equity, Investment Banking, Valuation, Capital Markets, Mergers & Acquisitions, Corporate Development, LBO, Corporate Finance, Financial Modeling, Start-ups, Private Placements, M&A experience, Finance
Education
University of Pennsylvania - The Wharton School 1974 — 1975
M.B.A, Finance
University of Pennsylvania - The Wharton School 1970 — 1974
B.S. Economics, cum laude, Finance
Mount Sinai Health System March 2015 - Present
IGNYTA, Inc. June 2014 - Present
Junewicz & Co., Inc. January 1991 - Present
Bear Stearns & Co., Inc. 1987 - 1990
Merrill Lynch 1975 - 1987
Skills
Venture Capital, Private Equity, Investment Banking, Valuation, Capital Markets, Mergers & Acquisitions, Corporate Development, LBO, Corporate Finance, Financial Modeling, Start-ups, Private Placements, M&A experience, Finance
Education
University of Pennsylvania - The Wharton School 1974 — 1975
M.B.A, Finance
University of Pennsylvania - The Wharton School 1970 — 1974
B.S. Economics, cum laude, Finance
Peter Urbanczyk's Bear, Stearns & Co. Inc. Experience March 1999 - March 2008
Job Chief Executive Officer and Head of FICC Sales, Americas
Industry Banking
Experience
Sberbank-CIB USA, Inc. March 2013 - Present
Care 2 Communities January 2013 - Present
RBS Securities, Inc June 2008 - December 2012
Bear Stearns & Co., Inc. March 1999 - March 2008
Credit Lyonnais Securities January 1996 - March 1999
Midland Montagu November 1991 - December 1995
Bankers Trust April 1988 - November 1991
National Westminster Bank USA June 1984 - April 1988
Skills
investing,..., Emerging Markets, Institutional Sales, Investments, Fixed Income, Hedge Funds, Trading, Asset Managment, Banking, Restructuring, Credit Analysis, Latin America, Alternative Investments, Capital Markets, Investment Banking, Derivatives, Asset Management, Structured Finance, Equities, Structured Products
Education
Columbia University - School of International and Public Affairs 1982 — 1984
Master of International Affairs, International Finance
College of the Holy Cross 1977 — 1981
BA, History
London School of Economics and Political Science 1979 — 1979
JEB Stuart High School
Sberbank-CIB USA, Inc. March 2013 - Present
Care 2 Communities January 2013 - Present
RBS Securities, Inc June 2008 - December 2012
Bear Stearns & Co., Inc. March 1999 - March 2008
Credit Lyonnais Securities January 1996 - March 1999
Midland Montagu November 1991 - December 1995
Bankers Trust April 1988 - November 1991
National Westminster Bank USA June 1984 - April 1988
Skills
investing,..., Emerging Markets, Institutional Sales, Investments, Fixed Income, Hedge Funds, Trading, Asset Managment, Banking, Restructuring, Credit Analysis, Latin America, Alternative Investments, Capital Markets, Investment Banking, Derivatives, Asset Management, Structured Finance, Equities, Structured Products
Education
Columbia University - School of International and Public Affairs 1982 — 1984
Master of International Affairs, International Finance
College of the Holy Cross 1977 — 1981
BA, History
London School of Economics and Political Science 1979 — 1979
JEB Stuart High School
Fred Quinones's Bear, Stearns & Co. Inc. Experience May 2000 - January 2001
Job Controller @ SecuriT USA by Genairex
Industry Medical Devices
Experience
Securi-T USA by Genairex February 2014 - Present
Nortrax October 2012 - February 2014
Tech Data December 2011 - October 2012
Ocean Optics, Inc. July 2006 - December 2011
DiCarlo Food Service January 2002 - December 2005
Slater, Kavitt & Schultz, LLP January 2001 - January 2002
Bear Stearns & Co., Inc. May 2000 - January 2001
Skills
Forecasting, GAAP, Variance Analysis, Accounting, Revenue Recognition, Accounts Payable, IFRS, Budget, Department Budgeting, Process Improvement, Efficiency, Management, Teamwork, Interpersonal Skill, Budgets, SAP, Internal Controls, Access, Account Reconciliation, Managerial Finance, Financial Analysis, Accounts Receivable, Auditing, Cross-functional Team..., Finance, Payroll
Education
Hofstra University 1996 — 2000
BA, Accounting
Securi-T USA by Genairex February 2014 - Present
Nortrax October 2012 - February 2014
Tech Data December 2011 - October 2012
Ocean Optics, Inc. July 2006 - December 2011
DiCarlo Food Service January 2002 - December 2005
Slater, Kavitt & Schultz, LLP January 2001 - January 2002
Bear Stearns & Co., Inc. May 2000 - January 2001
Skills
Forecasting, GAAP, Variance Analysis, Accounting, Revenue Recognition, Accounts Payable, IFRS, Budget, Department Budgeting, Process Improvement, Efficiency, Management, Teamwork, Interpersonal Skill, Budgets, SAP, Internal Controls, Access, Account Reconciliation, Managerial Finance, Financial Analysis, Accounts Receivable, Auditing, Cross-functional Team..., Finance, Payroll
Education
Hofstra University 1996 — 2000
BA, Accounting
Michael Karlosky's Bear, Stearns & Co. Inc. Experience 1991 - 2007
Job Senior Vice President at Figtree Financing
Industry Financial Services
Experience
Figtree Financing June 2014 - Present
PACE Financing March 2013 - May 2014
Wells Fargo Securities August 2009 - February 2013
Banc of America Securities 2007 - 2009
Bear Stearns & Co., Inc. 1991 - 2007
Skills
Strategic Planning, New Business Development, Due Diligence, Financial Modeling, Investments, Project Finance, Business Development, Investment Banking, Structured Finance, Financial Analysis, Mergers & Acquisitions, Venture Capital, Private Equity
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BA, Economics, Finance
Figtree Financing June 2014 - Present
PACE Financing March 2013 - May 2014
Wells Fargo Securities August 2009 - February 2013
Banc of America Securities 2007 - 2009
Bear Stearns & Co., Inc. 1991 - 2007
Skills
Strategic Planning, New Business Development, Due Diligence, Financial Modeling, Investments, Project Finance, Business Development, Investment Banking, Structured Finance, Financial Analysis, Mergers & Acquisitions, Venture Capital, Private Equity
Education
University of New Hampshire -- Peter T. Paul College of Business and Economics
BA, Economics, Finance
Laura Conover-Ferchak's Bear, Stearns & Co. Inc. Experience July 1999 - February 2003
Job Compliance Professional
Industry Investment Management
Experience
Gotham Asset Management, LLC June 2015 - Present
SpringOwl Asset Management LLC February 2003 - May 2015
Bear Stearns & Co., Inc. July 1999 - February 2003
Skills
Alternative Investments
Education
Kean University
BS, Management Science
Gotham Asset Management, LLC June 2015 - Present
SpringOwl Asset Management LLC February 2003 - May 2015
Bear Stearns & Co., Inc. July 1999 - February 2003
Skills
Alternative Investments
Education
Kean University
BS, Management Science
Lynne Tyler Kelly's Bear, Stearns & Co. Inc. Experience June 1983 - August 2001
Job Executive Assistant and Bookkeeper at Concorde Capital Corporation
Industry Executive Office
Experience
Concorde Capital Corporation October 2002 - Present
Sun Valley Writers' Conference December 2001 - Present
Bear Stearns & Co. Inc. June 1983 - August 2001
Skills
Bookkeeping, Event Planning, Management, System Administration, Human Resources, Recruiting, Training, Budgets, QuickBooks, Microsoft Excel, Outlook, PowerPoint
Education
New York University
Concorde Capital Corporation October 2002 - Present
Sun Valley Writers' Conference December 2001 - Present
Bear Stearns & Co. Inc. June 1983 - August 2001
Skills
Bookkeeping, Event Planning, Management, System Administration, Human Resources, Recruiting, Training, Budgets, QuickBooks, Microsoft Excel, Outlook, PowerPoint
Education
New York University
Anthony Bocchino's Bear, Stearns & Co. Inc. Experience April 2006 - October 2008
Job JP Morgan Prime Brokerage and Custody Global Strategy
Industry Banking
Experience
J.P. Morgan Prime Brokerage October 2008 - Present
J.P. Morgan March 2008 - Present
Bear, Stearns & Co. Inc April 2006 - October 2008
The Pittsburgh Pirates Organization June 2002 - March 2006
Education
Marist College 1998 — 2002
business, finance
Marist College
Bachelor of Science, Business Administration; Finance
J.P. Morgan Prime Brokerage October 2008 - Present
J.P. Morgan March 2008 - Present
Bear, Stearns & Co. Inc April 2006 - October 2008
The Pittsburgh Pirates Organization June 2002 - March 2006
Education
Marist College 1998 — 2002
business, finance
Marist College
Bachelor of Science, Business Administration; Finance
Rick Verhaaren's Bear, Stearns & Co. Inc. Experience 1983 - 2004
Job President at Yilan Inc.
Industry Financial Services
Experience
Yilan, Inc. January 2005 - Present
Sunrise Credit Services December 2006 - Present
Bear Stearns & Co. Inc. 1983 - 2004
Skills
Marketing Strategy, Manufacturing, Sales Management, Non-profits, Product Development, Public Speaking, Auditing, Microsoft Office, New Business Development, Microsoft Word, Strategic Planning, Microsoft Excel, Investments, Research, Risk Management, Equities
Education
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Finance, General; Economics
Yilan, Inc. January 2005 - Present
Sunrise Credit Services December 2006 - Present
Bear Stearns & Co. Inc. 1983 - 2004
Skills
Marketing Strategy, Manufacturing, Sales Management, Non-profits, Product Development, Public Speaking, Auditing, Microsoft Office, New Business Development, Microsoft Word, Strategic Planning, Microsoft Excel, Investments, Research, Risk Management, Equities
Education
Long Island University, C.W. Post Campus
Bachelor of Science (BS), Finance, General; Economics
Gary Worley's Bear, Stearns & Co. Inc. Experience August 1993 - March 2008
Job J.P. Morgan
Industry Banking
Experience
J.P. Morgan March 2008 - Present
Bear, Stearns & Co. Inc August 1993 - March 2008
Skills
Fixed Income, Alternative Investments, Hedge Funds, Investment Banking, Asset Management, Management, Private Equity, Investments, Valuation, Financial Modeling, Portfolio Management, Capital Markets
Education
Northeastern University 1988 — 1993
BS, Economics
J.P. Morgan March 2008 - Present
Bear, Stearns & Co. Inc August 1993 - March 2008
Skills
Fixed Income, Alternative Investments, Hedge Funds, Investment Banking, Asset Management, Management, Private Equity, Investments, Valuation, Financial Modeling, Portfolio Management, Capital Markets
Education
Northeastern University 1988 — 1993
BS, Economics
Fidel Swana's Bear, Stearns & Co. Inc. Experience March 2000 - July 2006
Job Senior Financial Analyst
Industry Financial Services
Experience
AIG April 2014 - Present
New York Life Insurance Company January 2014 - March 2014
Synergos October 2013 - December 2013
ContourGlobal September 2013 - September 2013
Weill Cornell Medical College August 2011 - June 2013
Standard & Poor's September 2010 - August 2011
Catholic Charities of the Archdiocese of New York January 2010 - September 2010
Park Agency October 2008 - January 2010
Geller & Company July 2006 - August 2008
Bear Stearns & Co. Inc. March 2000 - July 2006
Skills
Financial Analysis, Accounting, Finance, Analysis, Financial Services, Management, Budgets, Strategy, Financial Reporting, Financial Modeling, Cash Flow Forecasting, Consulting
Education
Dominican College 1992 — 1995
Bachelor's degree, Accounting and Finance
George Mason University 1988 — 1990
Electrical and Electronics Engineering
AIG April 2014 - Present
New York Life Insurance Company January 2014 - March 2014
Synergos October 2013 - December 2013
ContourGlobal September 2013 - September 2013
Weill Cornell Medical College August 2011 - June 2013
Standard & Poor's September 2010 - August 2011
Catholic Charities of the Archdiocese of New York January 2010 - September 2010
Park Agency October 2008 - January 2010
Geller & Company July 2006 - August 2008
Bear Stearns & Co. Inc. March 2000 - July 2006
Skills
Financial Analysis, Accounting, Finance, Analysis, Financial Services, Management, Budgets, Strategy, Financial Reporting, Financial Modeling, Cash Flow Forecasting, Consulting
Education
Dominican College 1992 — 1995
Bachelor's degree, Accounting and Finance
George Mason University 1988 — 1990
Electrical and Electronics Engineering
Theodore Vassilowitch's Bear, Stearns & Co. Inc. Experience October 2000 - June 2008
Job It's over Johnny! It's over!
Industry Accounting
Experience
Retirement--At Long Last! December 2013 - Present
Internal Revenue Service June 2009 - December 2013
Citigroup Inc July 2008 - April 2009
Bear Stearns & Co., Inc. October 2000 - June 2008
Bear Stearns & Co., Inc. February 1991 - October 2000
Deloitte & Touche August 1986 - February 1991
Internal Revenue Service October 1984 - August 1986
Skills
Auditing, Financial Reporting, Account Reconciliation, Accounting, Financial Analysis, Tax, Internal Controls, Corporate Tax, GAAP, Tax Accounting, Financial Accounting, General Ledger, Income Tax, Tax Returns, Tax Research, Due Diligence, IRS
Education
Bowling Green State University 1971 — 1974
Master of Business Administration (MBA), Business Administration and Management, General
Rutgers University 1966 — 1970
Bachelor's degree, Business Administration and Management, General
Retirement--At Long Last! December 2013 - Present
Internal Revenue Service June 2009 - December 2013
Citigroup Inc July 2008 - April 2009
Bear Stearns & Co., Inc. October 2000 - June 2008
Bear Stearns & Co., Inc. February 1991 - October 2000
Deloitte & Touche August 1986 - February 1991
Internal Revenue Service October 1984 - August 1986
Skills
Auditing, Financial Reporting, Account Reconciliation, Accounting, Financial Analysis, Tax, Internal Controls, Corporate Tax, GAAP, Tax Accounting, Financial Accounting, General Ledger, Income Tax, Tax Returns, Tax Research, Due Diligence, IRS
Education
Bowling Green State University 1971 — 1974
Master of Business Administration (MBA), Business Administration and Management, General
Rutgers University 1966 — 1970
Bachelor's degree, Business Administration and Management, General
S. Penny Windle's Bear, Stearns & Co. Inc. Experience 1992 - 1994
Job Partner at Cahill Gordon & Reindel LLP
Industry Law Practice
Experience
Cahill Gordon & Reindel LLP January 2006 - Present
Cahill Gordon & Reindel September 1997 - December 2005
Bear Stearns & Co. Inc. 1992 - 1994
Kidder Peabody & Co. 1991 - 1992
Skills
Litigation, Internal Investigations, Securities Litigation, Reinsurance, Insurance, Civil Litigation, Legal Writing, Commercial Litigation, Class Actions, Structured Finance, Arbitration
Education
Columbia Law School
J.D.
Columbia College (NY)
A.B.
Phillips Academy, Andover MA
The Winsor School
Cahill Gordon & Reindel LLP January 2006 - Present
Cahill Gordon & Reindel September 1997 - December 2005
Bear Stearns & Co. Inc. 1992 - 1994
Kidder Peabody & Co. 1991 - 1992
Skills
Litigation, Internal Investigations, Securities Litigation, Reinsurance, Insurance, Civil Litigation, Legal Writing, Commercial Litigation, Class Actions, Structured Finance, Arbitration
Education
Columbia Law School
J.D.
Columbia College (NY)
A.B.
Phillips Academy, Andover MA
The Winsor School
David Peddle's Bear, Stearns & Co. Inc. Experience February 2005 - September 2006
Job Vice President Citigroup Global Markets Inc.
Industry Financial Services
Experience
Citigroup September 2007 - Present
Harvard Management Company, Inc. September 2006 - September 2007
Bear Stearns & Co. Inc. February 2005 - September 2006
Morgan Stanley August 2002 - September 2005
Skills
Derivatives, Fixed Income, Equities, Portfolio Management, Financial Risk, Finance, Risk Management, Corporate Finance, Valuation, Trading, Options, Investments, Securities, Market Risk, Treasury, Bonds, Treasury Management, Accounting, Auditing, Emerging Markets, Financial Audits, Internal Audit, Interest Rate Swaps, Municipal Bonds, Analytics, Variance Analysis, Pricing, Hyperion Enterprise, Enterprise Risk..., GAAP, Volatility
Education
Northeastern University 1998 — 2001
Bachelor's degree, Accounting and Finance
Citigroup September 2007 - Present
Harvard Management Company, Inc. September 2006 - September 2007
Bear Stearns & Co. Inc. February 2005 - September 2006
Morgan Stanley August 2002 - September 2005
Skills
Derivatives, Fixed Income, Equities, Portfolio Management, Financial Risk, Finance, Risk Management, Corporate Finance, Valuation, Trading, Options, Investments, Securities, Market Risk, Treasury, Bonds, Treasury Management, Accounting, Auditing, Emerging Markets, Financial Audits, Internal Audit, Interest Rate Swaps, Municipal Bonds, Analytics, Variance Analysis, Pricing, Hyperion Enterprise, Enterprise Risk..., GAAP, Volatility
Education
Northeastern University 1998 — 2001
Bachelor's degree, Accounting and Finance
Robert Clayson's Bear, Stearns & Co. Inc. Experience 1976 - 1999
Job Senior Vice PresidentInvestment Officer, Financial Advisor at Wells Fargo Advisors,LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC 2004 - Present
Bear Stearns Cos. Inc. October 1976 - September 1999
Bear Stearns & Co. Inc. 1976 - 1999
Education
Northeastern University 1969 — 1970
Bachelor of Arts (BA), Finance and Insurance
Wells Fargo Advisors, LLC 2004 - Present
Bear Stearns Cos. Inc. October 1976 - September 1999
Bear Stearns & Co. Inc. 1976 - 1999
Education
Northeastern University 1969 — 1970
Bachelor of Arts (BA), Finance and Insurance
Scott D. James's Bear, Stearns & Co. Inc. Experience June 2003 - January 2007
Job Owner/Trader @ S&D Trading
Industry Investment Management
Experience
Self-employed July 2008 - Present
Bear Stearns & Co., Inc. June 2003 - January 2007
Prudential Securties November 1998 - June 2003
Skills
Equity trading using..., Equities
Education
Rochester Institute of Technology 1989 — 1994
Bachelor of Science (BS), Accounting and Finance
Self-employed July 2008 - Present
Bear Stearns & Co., Inc. June 2003 - January 2007
Prudential Securties November 1998 - June 2003
Skills
Equity trading using..., Equities
Education
Rochester Institute of Technology 1989 — 1994
Bachelor of Science (BS), Accounting and Finance
Dan Petek's Bear, Stearns & Co. Inc. Experience October 2003 - October 2005
Job Equity Sales Trader
Industry Financial Services
Experience
Mizuho Securities Co., Ltd. February 2011 - December 2013
Stanford Group Company October 2005 - March 2009
Bear Stearns & Co. Inc. October 2003 - October 2005
Lehman Brothers Inc. May 1998 - September 2003
Skills
Asset Management, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Insurance, Investments, Sales, Trading, Investment Sales, Investment Banking, Portfolio Management, Institutional..., Bloomberg, Alternative Investments
Education
University of Colorado Boulder
Bachelor of Arts (BA), History
Mizuho Securities Co., Ltd. February 2011 - December 2013
Stanford Group Company October 2005 - March 2009
Bear Stearns & Co. Inc. October 2003 - October 2005
Lehman Brothers Inc. May 1998 - September 2003
Skills
Asset Management, Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Insurance, Investments, Sales, Trading, Investment Sales, Investment Banking, Portfolio Management, Institutional..., Bloomberg, Alternative Investments
Education
University of Colorado Boulder
Bachelor of Arts (BA), History
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS