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
Michael Hanson, PhD Michael Hanson, PhD's Bear, Stearns & Co. Inc. Experience June 2001 - February 2002
Job Research Manager at Fisher Investments, lecturer at Haas Cal Berkeley, and author of five books
Industry Financial Services
Experience
Fisher Investments April 2002 - Present
N/A January 2000 - Present
Bear, Stearns & Co., Inc. June 2001 - February 2002
Skills
Investments, Finance, Writing, Analytics, Economics, Publishing, Portfolio Management, Books, Geopolitics, Stocks, Management, Neuroscience, Politics, Bonds, Business Analysis, Business Development, Editing, Guitar, Cognitive Psychology, Behavioral Neuroscience, behavioral economics
Education
Pacifica Graduate Institute 2006 — 2011
Doctor of Philosophy (Ph.D.), Depth Psychology with an Emphasis in Mythological Studies
Claremont McKenna College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Fisher Investments April 2002 - Present
N/A January 2000 - Present
Bear, Stearns & Co., Inc. June 2001 - February 2002
Skills
Investments, Finance, Writing, Analytics, Economics, Publishing, Portfolio Management, Books, Geopolitics, Stocks, Management, Neuroscience, Politics, Bonds, Business Analysis, Business Development, Editing, Guitar, Cognitive Psychology, Behavioral Neuroscience, behavioral economics
Education
Pacifica Graduate Institute 2006 — 2011
Doctor of Philosophy (Ph.D.), Depth Psychology with an Emphasis in Mythological Studies
Claremont McKenna College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Jennifer Cheung, CPA Jennifer Cheung, CPA's Bear, Stearns & Co. Inc. Experience October 2006 - March 2008
Job Senior Business Accountant at National Football League
Industry Accounting
Experience
National Football League January 2014 - Present
Deloitte & Touche, LLP September 2010 - December 2013
Deloitte & Touche, LLP June 2009 - August 2009
JPMorgan Chase April 2008 - June 2009
Bear, Stearns & Co., Inc. October 2006 - March 2008
Skills
Certified Public..., CPA, US GAAP, Auditing, External Audit, Internal Controls, GAAP, Tax, Big 4, SEC Filings, Sarbanes-Oxley Act, Accounting, Financial Accounting
Education
Baruch College
Master of Science (M.S.) Accounting, summa cum laude
National Football League January 2014 - Present
Deloitte & Touche, LLP September 2010 - December 2013
Deloitte & Touche, LLP June 2009 - August 2009
JPMorgan Chase April 2008 - June 2009
Bear, Stearns & Co., Inc. October 2006 - March 2008
Skills
Certified Public..., CPA, US GAAP, Auditing, External Audit, Internal Controls, GAAP, Tax, Big 4, SEC Filings, Sarbanes-Oxley Act, Accounting, Financial Accounting
Education
Baruch College
Master of Science (M.S.) Accounting, summa cum laude
Sophie Decker Sophie Decker's Bear, Stearns & Co. Inc. Experience 2001 - 2001
Job Vice President, Global Initiatives, Merchant Sales and Solutions
Industry Information Technology and Services
Jeremy Mathis Jeremy Mathis's Bear, Stearns & Co. Inc. Experience 2007 - 2007
Job Experienced Financial Services Professional
Industry Financial Services
Experience
SunTrust Robinson Humphrey 2013 - 2014
Barclays Capital 2011 - 2013
Bank of America Merrill Lynch 2010 - 2010
Oppenheimer & Co. Inc. 2009 - 2010
Raymond James & Associates 2008 - 2009
Platinum Equity LLC 2008 - 2008
Bear, Stearns & Co., Inc. 2007 - 2007
Marsh & McLennan Cos. 2001 - 2005
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Management, Financial Analysis, Due Diligence, Private Equity, DCF, Corporate Finance, Financial Services, Business Development, Business Strategy, Capital Markets, Analysis
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Stockholm School of Economics 2007 — 2008
MBA, Finance
The University of Georgia 1996 — 2000
BBA, Finance
SunTrust Robinson Humphrey 2013 - 2014
Barclays Capital 2011 - 2013
Bank of America Merrill Lynch 2010 - 2010
Oppenheimer & Co. Inc. 2009 - 2010
Raymond James & Associates 2008 - 2009
Platinum Equity LLC 2008 - 2008
Bear, Stearns & Co., Inc. 2007 - 2007
Marsh & McLennan Cos. 2001 - 2005
Skills
Financial Modeling, Investment Banking, Mergers & Acquisitions, Valuation, LBO, Management, Financial Analysis, Due Diligence, Private Equity, DCF, Corporate Finance, Financial Services, Business Development, Business Strategy, Capital Markets, Analysis
Education
UCLA Anderson School of Management 2006 — 2008
Master of Business Administration (M.B.A.), Finance, General
Stockholm School of Economics 2007 — 2008
MBA, Finance
The University of Georgia 1996 — 2000
BBA, Finance
Michael Cohan's Bear, Stearns & Co. Inc. Experience 2005 - 2008
Job Field Energy Specialist at SolarCity
Industry Renewables & Environment
Experience
SolarCity April 2015 - Present
Microgrid Energy 2014 - 2015
RGS Energy 2014 - 2014
NRG Energy 2012 - 2013
Merrill Lynch 2010 - 2012
Morgan Stanley 2008 - 2009
Bear Stearns & Co. Inc 2005 - 2008
Cantor Fitzgerald 2005 - 2005
Education
DeSales University 2002 — 2005
Bachelor of Science (BS), Accounting
Siena College 2000 — 2001
Finance, Sociology, Philosophy
St. Joseph Regional High School 1995 — 1999
High School
SolarCity April 2015 - Present
Microgrid Energy 2014 - 2015
RGS Energy 2014 - 2014
NRG Energy 2012 - 2013
Merrill Lynch 2010 - 2012
Morgan Stanley 2008 - 2009
Bear Stearns & Co. Inc 2005 - 2008
Cantor Fitzgerald 2005 - 2005
Education
DeSales University 2002 — 2005
Bachelor of Science (BS), Accounting
Siena College 2000 — 2001
Finance, Sociology, Philosophy
St. Joseph Regional High School 1995 — 1999
High School
Thomas Mitchell Thomas Mitchell's Bear, Stearns & Co. Inc. Experience September 1993 - October 1994
Job Director, Consultant Relations
Industry Investment Management
Experience
Great Lakes Advisors June 2014 - Present
Intercontinental Real Estate Corporation December 2009 - May 2014
Dimensional Fund Advisors February 2007 - May 2008
Marco Consulting Group October 1994 - January 2007
Bear, Stearns & Co., Inc. September 1993 - October 1994
Skills
Asset Managment, Alternative Investments, Asset Allocation, Investment Management, Hedge Funds, Fixed Income, Equities, Due Diligence, Investment Strategies, Investments, Consulting, Pensions, Relationship Management, Institutional Investors, Valuation, Asset Management, Capital Markets, Private Equity, Investor Relations, Institutional...
Education
Northeastern University
Master of Business Administration (M.B.A.)
Northeastern University
Master's Degree, Master of Science, Finance (MSF)
Purdue University
BA, Communications
Great Lakes Advisors June 2014 - Present
Intercontinental Real Estate Corporation December 2009 - May 2014
Dimensional Fund Advisors February 2007 - May 2008
Marco Consulting Group October 1994 - January 2007
Bear, Stearns & Co., Inc. September 1993 - October 1994
Skills
Asset Managment, Alternative Investments, Asset Allocation, Investment Management, Hedge Funds, Fixed Income, Equities, Due Diligence, Investment Strategies, Investments, Consulting, Pensions, Relationship Management, Institutional Investors, Valuation, Asset Management, Capital Markets, Private Equity, Investor Relations, Institutional...
Education
Northeastern University
Master of Business Administration (M.B.A.)
Northeastern University
Master's Degree, Master of Science, Finance (MSF)
Purdue University
BA, Communications
Dora DeLellis Dora DeLellis's Bear, Stearns & Co. Inc. Experience November 2002 - October 2006
Job Manager at Internal Revenue Service
Industry Accounting
Experience
Southern New Hampshire University January 2014 - Present
Internal Revenue Service June 2010 - Present
LIU Post February 2010 - December 2013
Royal Bank of Scotland February 2009 - January 2010
Deloitte & Touche LLP April 2008 - December 2008
WTAS LLC October 2006 - April 2008
Bear, Stearns & Co., Inc November 2002 - October 2006
Deloitte & Touche, LLP April 2000 - October 2002
Loews Corporation March 1996 - April 2000
Bear, Stearns & Co., Inc September 1988 - February 1996
Skills
Tax, Corporate Tax, Tax Compliance, Income Tax, Partnership Taxation, Tax Returns, Account Reconciliation, Accounting, Tax Research, CPA, International Tax, Tax Law, Tax Preparation, Investments, Budgets, Tax Accounting
Education
Baruch College 1997 — 2000
MS, Taxation
Adelphi University 1983 — 1985
BS, Accounting
State University of NY at Farmingdale 1981 — 1983
AS, Business Administration
Southern New Hampshire University January 2014 - Present
Internal Revenue Service June 2010 - Present
LIU Post February 2010 - December 2013
Royal Bank of Scotland February 2009 - January 2010
Deloitte & Touche LLP April 2008 - December 2008
WTAS LLC October 2006 - April 2008
Bear, Stearns & Co., Inc November 2002 - October 2006
Deloitte & Touche, LLP April 2000 - October 2002
Loews Corporation March 1996 - April 2000
Bear, Stearns & Co., Inc September 1988 - February 1996
Skills
Tax, Corporate Tax, Tax Compliance, Income Tax, Partnership Taxation, Tax Returns, Account Reconciliation, Accounting, Tax Research, CPA, International Tax, Tax Law, Tax Preparation, Investments, Budgets, Tax Accounting
Education
Baruch College 1997 — 2000
MS, Taxation
Adelphi University 1983 — 1985
BS, Accounting
State University of NY at Farmingdale 1981 — 1983
AS, Business Administration
Stephan Peers's Bear, Stearns & Co. Inc. Experience 2000 - 2001
Job Strategic Finance Partners: Managing Director; Director: Impac Mortgage Holdings; investment banking executive
Industry Financial Services
Experience
Strategic Finance Partners 1993 - Present
Sandler O'Neill & Partners, LP 2001 - 2005
Bear, Stearns & Co., Inc. 2000 - 2001
Montgomery Securities 1989 - 1993
The First Boston Corporation 1987 - 1989
Salomon Brothers Inc 1983 - 1987
Blyth Eastman Dillon 1979 - 1983
Skills
New Business Development, Strategic Planning, Mergers, Financial Analysis, Private Equity, Investment Banking, Equities, Due Diligence, Valuation, Corporate Finance
Education
Stanford University Graduate School of Business 1977 — 1979
MBA, Finance
Stanford University 1974 — 1975
MS, Industrial Engineering; Engineering Economic Systems Planning
Manhattan College 1970 — 1974
BS, summa cum laude, Civil Engineering
Strategic Finance Partners 1993 - Present
Sandler O'Neill & Partners, LP 2001 - 2005
Bear, Stearns & Co., Inc. 2000 - 2001
Montgomery Securities 1989 - 1993
The First Boston Corporation 1987 - 1989
Salomon Brothers Inc 1983 - 1987
Blyth Eastman Dillon 1979 - 1983
Skills
New Business Development, Strategic Planning, Mergers, Financial Analysis, Private Equity, Investment Banking, Equities, Due Diligence, Valuation, Corporate Finance
Education
Stanford University Graduate School of Business 1977 — 1979
MBA, Finance
Stanford University 1974 — 1975
MS, Industrial Engineering; Engineering Economic Systems Planning
Manhattan College 1970 — 1974
BS, summa cum laude, Civil Engineering
Greg Skura Greg Skura's Bear, Stearns & Co. Inc. Experience February 2002 - December 2007
Job Communications Consultant / Founder, Open Channel Creations, LLC / Actor / Director / Coach
Industry Professional Training & Coaching
Experience
ExecComm August 2010 - Present
Open Channel Creations, LLC September 2012 - Present
Self July 1993 - Present
Business Role Play Consultant November 2008 - Present
Self November 2008 - Present
TangentArts January 2002 - Present
Career Cadence August 2010 - December 2011
Neighborhood Playhouse Junior School January 2010 - August 2011
Bear, Stearns & Co. Inc February 2002 - December 2007
WorkShop Theater Company 2001 - August 2007
Skills
Acting, Theatre, Improvisation, Drama, Film, Television, Stage, Public Speaking, Plays, Comedy, Short Films, Training, Directing, Performing Arts, Playwriting, Teaching Acting, Entertainment, Presentation Coaching, Training Delivery, Teleprompter, Music, Voice Over, Producing, Singing, Musical Theatre, Video Production, Fundraising, Dance, Corporte Role-Play Actor, Non-verbal Communication
Education
Tufts University 1989 — 1993
Bachelor of Arts, Developmental and Child Psychology
UCL 1991 — 1992
Psychology
ExecComm August 2010 - Present
Open Channel Creations, LLC September 2012 - Present
Self July 1993 - Present
Business Role Play Consultant November 2008 - Present
Self November 2008 - Present
TangentArts January 2002 - Present
Career Cadence August 2010 - December 2011
Neighborhood Playhouse Junior School January 2010 - August 2011
Bear, Stearns & Co. Inc February 2002 - December 2007
WorkShop Theater Company 2001 - August 2007
Skills
Acting, Theatre, Improvisation, Drama, Film, Television, Stage, Public Speaking, Plays, Comedy, Short Films, Training, Directing, Performing Arts, Playwriting, Teaching Acting, Entertainment, Presentation Coaching, Training Delivery, Teleprompter, Music, Voice Over, Producing, Singing, Musical Theatre, Video Production, Fundraising, Dance, Corporte Role-Play Actor, Non-verbal Communication
Education
Tufts University 1989 — 1993
Bachelor of Arts, Developmental and Child Psychology
UCL 1991 — 1992
Psychology
Adam Fahlikman Adam Fahlikman's Bear, Stearns & Co. Inc. Experience May 2003 - May 2005
Job Business Analyst/Project Manager at GFT
Industry Banking
Experience
GFT March 2014 - Present
RBC September 2012 - January 2014
Credit Suisse - Investment Banking Division August 2011 - June 2012
Credit Suisse Group January 2010 - June 2012
Credit Suisse - Investment Banking Division June 2007 - July 2011
Credit Suisse Group June 2007 - December 2009
JPMorgan Chase & Co May 2005 - June 2007
Bear, Stearns & Co. Inc May 2003 - May 2005
Skills
Fixed Income, FX Options, Trading Systems, Derivatives, Equities
Education
Saint John's University 2002 — 2004
Degree: Master, Business Administration; Computer Information Systems
Queens College of the City University of New York 1998 — 2002
Degree: Bachelor of Science, Computer Science
Queens College Scholars
Queens College of the City University of New York
Bachelor of Science, Computer Science
Saint John's University
MBA, Computer Information Systems
GFT March 2014 - Present
RBC September 2012 - January 2014
Credit Suisse - Investment Banking Division August 2011 - June 2012
Credit Suisse Group January 2010 - June 2012
Credit Suisse - Investment Banking Division June 2007 - July 2011
Credit Suisse Group June 2007 - December 2009
JPMorgan Chase & Co May 2005 - June 2007
Bear, Stearns & Co. Inc May 2003 - May 2005
Skills
Fixed Income, FX Options, Trading Systems, Derivatives, Equities
Education
Saint John's University 2002 — 2004
Degree: Master, Business Administration; Computer Information Systems
Queens College of the City University of New York 1998 — 2002
Degree: Bachelor of Science, Computer Science
Queens College Scholars
Queens College of the City University of New York
Bachelor of Science, Computer Science
Saint John's University
MBA, Computer Information Systems
Renee Costanzo's Bear, Stearns & Co. Inc. Experience May 2000 - November 2000
Job Project Manager Corporate Interiors
Industry Real Estate
Experience
Cushman & Wakefield for Prudential Client May 2008 - Present
Prudential Financial May 2008 - Present
CB Richard Ellis for Morgan Stanley Client October 2006 - February 2008
Danker, Sellew & Douglas for Stryker Client April 2003 - October 2006
STRYKER CORPORATION April 2003 - October 2006
EMPIRE OFFICE FURNITURE January 2002 - April 2003
LEGO Group January 2001 - January 2002
BEAR, STEARNS & CO., INC May 2000 - November 2000
Owen and Mandolfo Inc. April 1998 - May 2000
Owen and Mandolfo Inc for Goldman Sachs Client April 1998 - May 2000
Skills
Project Management, Budgets, Facilities Management, Vendor Management, Project Planning, Process Improvement, Business Development, Strategic Planning, Cross-functional Team..., Purchasing, Contract Negotiation, Forecasting, Customer Service, Sales, Management, Construction, Manufacturing, Contract Management, Procurement
Education
Bergen Community College 2010 — 2010
Certificate, Corporate Event & Wedding Planning
Parsons School of Design 2005 — 2006
Certificate, Floral Design
New York School of Interior Design 1996 — 1998
Bachelor's Degree, Interior Design
Bergen Community College 1994 — 1996
AS, Business Professional Studies
Careers for Women 1989 — 1989
Certifiicate, Marketing and Sales
Cushman & Wakefield for Prudential Client May 2008 - Present
Prudential Financial May 2008 - Present
CB Richard Ellis for Morgan Stanley Client October 2006 - February 2008
Danker, Sellew & Douglas for Stryker Client April 2003 - October 2006
STRYKER CORPORATION April 2003 - October 2006
EMPIRE OFFICE FURNITURE January 2002 - April 2003
LEGO Group January 2001 - January 2002
BEAR, STEARNS & CO., INC May 2000 - November 2000
Owen and Mandolfo Inc. April 1998 - May 2000
Owen and Mandolfo Inc for Goldman Sachs Client April 1998 - May 2000
Skills
Project Management, Budgets, Facilities Management, Vendor Management, Project Planning, Process Improvement, Business Development, Strategic Planning, Cross-functional Team..., Purchasing, Contract Negotiation, Forecasting, Customer Service, Sales, Management, Construction, Manufacturing, Contract Management, Procurement
Education
Bergen Community College 2010 — 2010
Certificate, Corporate Event & Wedding Planning
Parsons School of Design 2005 — 2006
Certificate, Floral Design
New York School of Interior Design 1996 — 1998
Bachelor's Degree, Interior Design
Bergen Community College 1994 — 1996
AS, Business Professional Studies
Careers for Women 1989 — 1989
Certifiicate, Marketing and Sales
Joseph Sorce Joseph Sorce's Bear, Stearns & Co. Inc. Experience July 2000 - January 2002
Job Chief Commercial Officer at Reddy Ice
Industry Consumer Goods
Experience
Reddy Ice January 2013 - Present
Taylor-Wharton International LLC November 2009 - September 2012
Fitch Ratings July 2007 - October 2009
Titan Energy Partners August 2004 - May 2006
Star Gas Partners, L.P. August 2003 - August 2004
Star Gas Partners, L.P. January 2002 - August 2003
Bear, Stearns & Co., Inc. July 2000 - January 2002
AT&T May 1996 - May 2000
Vitale Borghesi & Co., Inc. 1995 - 1996
PaineWebber, Inc. 1994 - 1995
Skills
Finance, Treasury, Strategic Planning, Analysis, Process Implementation, Turnaround Experience, Cost Reduction..., Performance Improvement, Business Modeling, Marketing Communications, M&A experience, Corporate Finance, Corporate Communications, Business Strategy, Restructuring
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Management, Management Strategy, Marketing and Organizational Behavior
Yale University 1990 — 1994
Bachelor of Arts (BA), Economics and Political Science
Reddy Ice January 2013 - Present
Taylor-Wharton International LLC November 2009 - September 2012
Fitch Ratings July 2007 - October 2009
Titan Energy Partners August 2004 - May 2006
Star Gas Partners, L.P. August 2003 - August 2004
Star Gas Partners, L.P. January 2002 - August 2003
Bear, Stearns & Co., Inc. July 2000 - January 2002
AT&T May 1996 - May 2000
Vitale Borghesi & Co., Inc. 1995 - 1996
PaineWebber, Inc. 1994 - 1995
Skills
Finance, Treasury, Strategic Planning, Analysis, Process Implementation, Turnaround Experience, Cost Reduction..., Performance Improvement, Business Modeling, Marketing Communications, M&A experience, Corporate Finance, Corporate Communications, Business Strategy, Restructuring
Education
Northwestern University - Kellogg School of Management 1998 — 2000
Master of Management, Management Strategy, Marketing and Organizational Behavior
Yale University 1990 — 1994
Bachelor of Arts (BA), Economics and Political Science
Robert Janukowicz Robert Janukowicz's Bear, Stearns & Co. Inc. Experience June 2002 - September 2008
Job Global Head of Tax
Industry Accounting
Experience
Angelo, Gordon & Co. November 2014 - Present
Ernst & Young October 2008 - November 2014
Bear, Stearns & Co., Inc. June 2002 - September 2008
Arthur Andersen 2000 - 2008
Skills
Tax, Corporate Tax, Tax Accounting, FIN 48, FAS 5, International Tax, Transfer Pricing, Financial Services, SEC filings, Tax Advisory, CPA, Tax Research, Financial Planners, Due Diligence, Tax Law, Financial Analysis, Financial Planning, Mergers, SEC Filings, Mergers & Acquisitions, Accounting
Education
Upsala College 1972 — 1976
Degree in Accounting
Pace University - Lubin School of Business
MS in Taxation
Angelo, Gordon & Co. November 2014 - Present
Ernst & Young October 2008 - November 2014
Bear, Stearns & Co., Inc. June 2002 - September 2008
Arthur Andersen 2000 - 2008
Skills
Tax, Corporate Tax, Tax Accounting, FIN 48, FAS 5, International Tax, Transfer Pricing, Financial Services, SEC filings, Tax Advisory, CPA, Tax Research, Financial Planners, Due Diligence, Tax Law, Financial Analysis, Financial Planning, Mergers, SEC Filings, Mergers & Acquisitions, Accounting
Education
Upsala College 1972 — 1976
Degree in Accounting
Pace University - Lubin School of Business
MS in Taxation
Chip Murphy Chip Murphy's Bear, Stearns & Co. Inc. Experience September 1995 - October 2000
Job Senior Institutional Sales at Quattro M Securities
Industry Hospital & Health Care
Experience
Quattro M Securities September 2015 - Present
Live Circle May 2014 - Present
LabCorp September 2011 - April 2014
Sankaty Trading LLC January 2010 - September 2011
Point Clear Value Partners October 2008 - December 2009
CJM Securities November 2000 - October 2008
CJM Securities, Inc November 2000 - October 2008
Bear Stearns & Co., Inc September 1995 - October 2000
Bear Hunter Specialists September 1995 - October 2000
Bear Stearns April 1985 - October 2000
Skills
Healthcare, Strategic Planning, Equities, Trading, Securities, CRM, Hedge Funds, Management, Business Development, Fixed Income, Portfolio Management, Financial Services, Investments, Asset Management, Risk Management, Mutual Funds, Sales, Series 7, Series 63, Capital Markets, Strategy, New Business Development
Education
Franklin & Marshall College 1980 — 1984
BA, History
Bergen Catholic High School 1976 — 1980
Quattro M Securities September 2015 - Present
Live Circle May 2014 - Present
LabCorp September 2011 - April 2014
Sankaty Trading LLC January 2010 - September 2011
Point Clear Value Partners October 2008 - December 2009
CJM Securities November 2000 - October 2008
CJM Securities, Inc November 2000 - October 2008
Bear Stearns & Co., Inc September 1995 - October 2000
Bear Hunter Specialists September 1995 - October 2000
Bear Stearns April 1985 - October 2000
Skills
Healthcare, Strategic Planning, Equities, Trading, Securities, CRM, Hedge Funds, Management, Business Development, Fixed Income, Portfolio Management, Financial Services, Investments, Asset Management, Risk Management, Mutual Funds, Sales, Series 7, Series 63, Capital Markets, Strategy, New Business Development
Education
Franklin & Marshall College 1980 — 1984
BA, History
Bergen Catholic High School 1976 — 1980
Renee Costanzo Renee Costanzo's Bear, Stearns & Co. Inc. Experience May 2000 - November 2000
Job at Cushman & Wakefield
Industry Architecture & Planning
Experience
Prudential Financial May 2008 - Present
Morgan Stanley Dean Witter October 2006 - February 2008
Stryker Orthopedics April 2003 - October 2006
STRYKER CORPORATION April 2003 - October 2006
EMPIRE OFFICE FURNITURE January 2002 - April 2003
LEGO January 2001 - January 2002
BEAR, STEARNS & CO., INC May 2000 - November 2000
Goldman Sachs & Co April 1998 - May 2000
OWEN & MANDOLFO, INC April 1998 - May 2000
Education
Parsons School of Design 2001 — 2002
Certificate, Floral Design
New York School of Interior Design
Bachelor of Fine Arts
Bergen Community College
AS, Business Professional Studies
Prudential Financial May 2008 - Present
Morgan Stanley Dean Witter October 2006 - February 2008
Stryker Orthopedics April 2003 - October 2006
STRYKER CORPORATION April 2003 - October 2006
EMPIRE OFFICE FURNITURE January 2002 - April 2003
LEGO January 2001 - January 2002
BEAR, STEARNS & CO., INC May 2000 - November 2000
Goldman Sachs & Co April 1998 - May 2000
OWEN & MANDOLFO, INC April 1998 - May 2000
Education
Parsons School of Design 2001 — 2002
Certificate, Floral Design
New York School of Interior Design
Bachelor of Fine Arts
Bergen Community College
AS, Business Professional Studies
David Migdal David Migdal's Bear, Stearns & Co. Inc. Experience September 1985 - December 1988
Job Assistant Controller at Built NY
Industry Consumer Goods
Experience
Built NY August 2012 - Present
DAVID MIGDAL – TECHNOLOGY CONSULTANT July 2009 - August 2012
INGLESIDE INVESTORS / A.C. ISRAEL ENTERPRISES, INC July 1990 - July 2009
METROPOLITAN CAPITAL HOLDINGS January 1989 - June 1990
BEAR STEARNS & CO., INC September 1985 - December 1988
Skills
Equities, Fixed Income, Valuation, Executive Management, Microsoft Excel, Finance, Accounting, Investments, Banking, General Ledger
Education
State University of New York at Buffalo - School of Management
B.S., Finance
Built NY August 2012 - Present
DAVID MIGDAL – TECHNOLOGY CONSULTANT July 2009 - August 2012
INGLESIDE INVESTORS / A.C. ISRAEL ENTERPRISES, INC July 1990 - July 2009
METROPOLITAN CAPITAL HOLDINGS January 1989 - June 1990
BEAR STEARNS & CO., INC September 1985 - December 1988
Skills
Equities, Fixed Income, Valuation, Executive Management, Microsoft Excel, Finance, Accounting, Investments, Banking, General Ledger
Education
State University of New York at Buffalo - School of Management
B.S., Finance
Jason Wilcox Jason Wilcox's Bear, Stearns & Co. Inc. Experience January 2000 - December 2001
Job Wilcox Swartzwelder & Co. Founder, Managing Director, Investment Banking
Industry Investment Banking
Experience
Wilcox Swartzwelder & Co. Investment Bankers April 2008 - Present
Growth Capital Partners April 2004 - March 2008
Southwest Securities January 2002 - March 2004
Bear, Stearns & Co., Inc. January 2000 - December 2001
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Investments, Investment Banking, Valuation, Financial Analysis, Divestitures, Entrepreneurship, Securities, Equities, Due Diligence, Mergers, Financial Modeling, Venture Capital, Management, Portfolio Management, Business Development, Corporate Development, Capital Markets, Finance, Restructuring, Strategic Planning, Financial Services
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance & Entrepreneurship
Texas A&M University 1987 — 1991
B.S., Economics, Finance
Wilcox Swartzwelder & Co. Investment Bankers April 2008 - Present
Growth Capital Partners April 2004 - March 2008
Southwest Securities January 2002 - March 2004
Bear, Stearns & Co., Inc. January 2000 - December 2001
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Investments, Investment Banking, Valuation, Financial Analysis, Divestitures, Entrepreneurship, Securities, Equities, Due Diligence, Mergers, Financial Modeling, Venture Capital, Management, Portfolio Management, Business Development, Corporate Development, Capital Markets, Finance, Restructuring, Strategic Planning, Financial Services
Education
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance & Entrepreneurship
Texas A&M University 1987 — 1991
B.S., Economics, Finance
Angel Lupercio's Bear, Stearns & Co. Inc. Experience 2002 - 2005
Job Coportfolio Manager and Investment Analyst at Scout Investments
Industry Investment Management
Experience
Scout Investments November 2007 - Present
A.G. Edwards & Sons, Inc. 2005 - 2007
Bear, Stearns & Co., Inc. 2002 - 2005
The Hartford Financial Services Group 2001 - 2001
IBM Global Services - Federal Division 1996 - 2000
Skills
Alternative Investments, Portfolio Management, Asset Managment, Investments, Equities, Hedge Funds, Investment Strategies, Bloomberg, Securities, Investment Management, Asset Allocation, Equity Research, Investment Advisory, Mutual Funds, Equity Valuation, Series 63, Fixed Income, Valuation, Wealth Management, Series 7, Financial Modeling, Financial Analysis, Financial Markets, Capital Markets, Emerging Markets, Financial Services, Finance, Risk Management
Education
Washington University in St. Louis - Olin Business School 2001 — 2002
Master of Business Administration (MBA), Finance
Rockhurst University 1994 — 1998
BSBA, Finance and Economics
Scout Investments November 2007 - Present
A.G. Edwards & Sons, Inc. 2005 - 2007
Bear, Stearns & Co., Inc. 2002 - 2005
The Hartford Financial Services Group 2001 - 2001
IBM Global Services - Federal Division 1996 - 2000
Skills
Alternative Investments, Portfolio Management, Asset Managment, Investments, Equities, Hedge Funds, Investment Strategies, Bloomberg, Securities, Investment Management, Asset Allocation, Equity Research, Investment Advisory, Mutual Funds, Equity Valuation, Series 63, Fixed Income, Valuation, Wealth Management, Series 7, Financial Modeling, Financial Analysis, Financial Markets, Capital Markets, Emerging Markets, Financial Services, Finance, Risk Management
Education
Washington University in St. Louis - Olin Business School 2001 — 2002
Master of Business Administration (MBA), Finance
Rockhurst University 1994 — 1998
BSBA, Finance and Economics
Marc Postiglione's Bear, Stearns & Co. Inc. Experience January 1997 - February 2003
Job Financial Consultant
Industry Banking
Experience
Financial Consultant 2014 - Present
PNC Capital Markets LLC March 2008 - May 2014
PNC Business Credit January 2006 - March 2008
Postillion Capital LLC March 2003 - June 2006
Bear Stearns & Co. Inc January 1997 - February 2003
Standard & Poor’s January 1995 - January 1997
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Commercial Banking, Asset Based Lending, Banking, Portfolio Management, Financial Analysis, Underwriting, Loan Origination, Corporate Finance, Credit Risk, Risk Management, Capital Markets, Financial Modeling, Financial Structuring, Due Diligence, Structured Finance, Investments, Middle Market, Leveraged Finance, Private Equity
Education
Boston College - Carroll School of Management
BS, Finance
Fordham University - Graduate School of Business Administration
MBA, Finance
Financial Consultant 2014 - Present
PNC Capital Markets LLC March 2008 - May 2014
PNC Business Credit January 2006 - March 2008
Postillion Capital LLC March 2003 - June 2006
Bear Stearns & Co. Inc January 1997 - February 2003
Standard & Poor’s January 1995 - January 1997
Skills
Commercial Lending, Credit Analysis, Loans, Credit, Commercial Banking, Asset Based Lending, Banking, Portfolio Management, Financial Analysis, Underwriting, Loan Origination, Corporate Finance, Credit Risk, Risk Management, Capital Markets, Financial Modeling, Financial Structuring, Due Diligence, Structured Finance, Investments, Middle Market, Leveraged Finance, Private Equity
Education
Boston College - Carroll School of Management
BS, Finance
Fordham University - Graduate School of Business Administration
MBA, Finance
Sean S Mohammed Sean S Mohammed's Bear, Stearns & Co. Inc. Experience February 2006 - October 2007
Job Margin/Credit dept.
Industry Financial Services
Experience
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
BEAR, STEARNS & CO. INC February 2006 - October 2007
Fidelity Investments April 2004 - February 2006
WACHOVIA SECURITIES May 1998 - April 2004
WACHOVIA SECURITIES January 2002 - January 2004
Skills
Securities, Financial Risk, Trading, Options, Loans, Funding, Prime Brokerage, Foreign Exchange, Investments, Portfolio Management, Currency, Asset Management, Equities, Banking
Education
The City College of New York 1992 — 1997
B.A, Economics; Finance
SUNY Cortland
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
CITIGROUP GLOBAL MARKETS INC March 2008 - September 2012
BEAR, STEARNS & CO. INC February 2006 - October 2007
Fidelity Investments April 2004 - February 2006
WACHOVIA SECURITIES May 1998 - April 2004
WACHOVIA SECURITIES January 2002 - January 2004
Skills
Securities, Financial Risk, Trading, Options, Loans, Funding, Prime Brokerage, Foreign Exchange, Investments, Portfolio Management, Currency, Asset Management, Equities, Banking
Education
The City College of New York 1992 — 1997
B.A, Economics; Finance
SUNY Cortland
Kevin P. Joyce Kevin P. Joyce's Bear, Stearns & Co. Inc. Experience 2000 - 2003
Job
Industry Higher Education
Experience
Mercy College 1996 - Present
SJS Holdings, LLC 2003 - 2008
Bear, Stearns & Co., Inc. 2000 - 2003
Goldman Sachs & Co. 1997 - 2000
Dominick & Dominick Futures Inc. 1991 - 1996
Chase Manhattan Bank, NA 1987 - 1990
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Iona College
Bachelor of Business Administration
Georgetown University
Mercy College 1996 - Present
SJS Holdings, LLC 2003 - 2008
Bear, Stearns & Co., Inc. 2000 - 2003
Goldman Sachs & Co. 1997 - 2000
Dominick & Dominick Futures Inc. 1991 - 1996
Chase Manhattan Bank, NA 1987 - 1990
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.)
Iona College
Bachelor of Business Administration
Georgetown University
Anthony Smolek's Bear, Stearns & Co. Inc. Experience June 1998 - December 2001
Job Senior Director, Strategy & Operations
Industry Internet
Experience
Yahoo February 2012 - Present
News Corp October 2007 - February 2012
GE Capital May 2007 - August 2007
Shattuck Hammond Partners LLC August 2002 - July 2006
Bear, Stearns & Co., Inc. June 1998 - December 2001
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Valuation, Budgeting, Monetization, Competitive Analysis, Strategy Development, Digital Media, Digital Strategy, Financial Modeling, Financial Analysis, Acquisition Integration, New Business Development, Social Media Marketing, Internet Strategy, Mergers, Budgets, Due Diligence, Go-to-market Strategy, Strategy, Mobile Devices, Market Analysis, Finance, Strategic Planning, Analysis, Product Innovation, Start-ups
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA, Entrepreneurship / Investment Management
University of Michigan 1994 — 1998
BA, Economics
Yahoo February 2012 - Present
News Corp October 2007 - February 2012
GE Capital May 2007 - August 2007
Shattuck Hammond Partners LLC August 2002 - July 2006
Bear, Stearns & Co., Inc. June 1998 - December 2001
Skills
Investment Banking, Mergers & Acquisitions, Corporate Development, Valuation, Budgeting, Monetization, Competitive Analysis, Strategy Development, Digital Media, Digital Strategy, Financial Modeling, Financial Analysis, Acquisition Integration, New Business Development, Social Media Marketing, Internet Strategy, Mergers, Budgets, Due Diligence, Go-to-market Strategy, Strategy, Mobile Devices, Market Analysis, Finance, Strategic Planning, Analysis, Product Innovation, Start-ups
Education
University of Southern California - Marshall School of Business 2006 — 2008
MBA, Entrepreneurship / Investment Management
University of Michigan 1994 — 1998
BA, Economics
Carolyn Hill Carolyn Hill's Bear, Stearns & Co. Inc. Experience August 2007 - August 2008
Job Healthcare TalentPartner
Industry Hospital & Health Care
Experience
Alliance Resource Solutions, LLC January 2009 - Present
NYC Locations April 2009 - October 2009
Bear, Stearns & Co. Inc. August 2007 - August 2008
Bear, Stearns & Co. Inc June 2000 - August 2007
Skills
Talent Management, Recruiting, Performance Management, Software Documentation, Team Building, Employee Engagement, Healthcare Information..., Process Improvement, Instructional Design, Career Counseling, Employee Relations, Employee Training, Training, Healthcare, Analysis, Customer Service, Leadership, HIPAA, Executive Management, EMR, Negotiation, Career Development, EHR, Strategic Partnerships, Time Management
Education
The University of Georgia
ABJ, Journalism, Public Relations, Training & Development
University of Missouri-Kansas City
Community Psychology & Human Behavior
Alliance Resource Solutions, LLC January 2009 - Present
NYC Locations April 2009 - October 2009
Bear, Stearns & Co. Inc. August 2007 - August 2008
Bear, Stearns & Co. Inc June 2000 - August 2007
Skills
Talent Management, Recruiting, Performance Management, Software Documentation, Team Building, Employee Engagement, Healthcare Information..., Process Improvement, Instructional Design, Career Counseling, Employee Relations, Employee Training, Training, Healthcare, Analysis, Customer Service, Leadership, HIPAA, Executive Management, EMR, Negotiation, Career Development, EHR, Strategic Partnerships, Time Management
Education
The University of Georgia
ABJ, Journalism, Public Relations, Training & Development
University of Missouri-Kansas City
Community Psychology & Human Behavior
Steven Quinones Steven Quinones's Bear, Stearns & Co. Inc. Experience June 1989 - June 1993
Job Transworld Systems Inc.
Industry Financial Services
Experience
Transworld Systems September 1994 - Present
Transworld Systems 1994 - Present
Bear Stearns & Co. Inc June 1989 - June 1993
Bear Stearns June 1989 - June 1993
Skills
Account Management, Call Centers, Call Center, New Business Development, Accounting, Customer Retention, Customer Service, Microsoft Excel, Microsoft Office, Sales, Selling, Small Business, Leadership, Business Development, Team Building, Sales Management
Education
Brooklyn College
Music
Foster Joyce Travel Training Center
American Airlines Sabre System
Julia Richmond High School
Academic Diploma
Marymount Manhattan College
Travel & Tourism
Transworld Systems September 1994 - Present
Transworld Systems 1994 - Present
Bear Stearns & Co. Inc June 1989 - June 1993
Bear Stearns June 1989 - June 1993
Skills
Account Management, Call Centers, Call Center, New Business Development, Accounting, Customer Retention, Customer Service, Microsoft Excel, Microsoft Office, Sales, Selling, Small Business, Leadership, Business Development, Team Building, Sales Management
Education
Brooklyn College
Music
Foster Joyce Travel Training Center
American Airlines Sabre System
Julia Richmond High School
Academic Diploma
Marymount Manhattan College
Travel & Tourism
James Alamia's Bear, Stearns & Co. Inc. Experience January 2004 - January 2006
Job Providing DataDriven Marketing Solutions | Email Marketing | Lead Generation
Industry Marketing and Advertising
Experience
Route 72 Systems January 2006 - Present
Route 72 Systems, LLC January 2006 - March 2015
Bear Stearns & Co. Inc January 2004 - January 2006
Pershing, LLC January 1999 - January 2004
NASDAQ Stock Market January 1998 - January 1999
Citicorp January 1995 - January 1998
Kraft General Foods 1993 - 1995
Skills
Email Marketing, Online Lead Generation, Internet Marketing, Project Management, Business Analysis, Databases, Unix, Programming, Marketing Management, Online Advertising, Web Analytics, E-commerce, Analytics, Direct Marketing, SEO, SEM, Web Marketing, PPC, Digital Media, Lead Generation, Marketing, Customer Acquisition, Affiliate Marketing, Management, Marketing Automation, B2B, Entrepreneurship, Conversion Optimization, Mobile Marketing, Landing Page..., B2B Marketing, Database Marketing, Search Advertising, Google Adwords, Online Marketing, Social Media Marketing, Campaign Management, Advertising, Multi-channel Marketing, Google Analytics, Digital Marketing, Organic Search, Media Buying, SaaS, Interactive Marketing
Education
Pace University-Pleasantville/Briarcliff Campus 1992 — 1996
BS, Mathematics
Westwood Highschool 1988 — 1991
Route 72 Systems January 2006 - Present
Route 72 Systems, LLC January 2006 - March 2015
Bear Stearns & Co. Inc January 2004 - January 2006
Pershing, LLC January 1999 - January 2004
NASDAQ Stock Market January 1998 - January 1999
Citicorp January 1995 - January 1998
Kraft General Foods 1993 - 1995
Skills
Email Marketing, Online Lead Generation, Internet Marketing, Project Management, Business Analysis, Databases, Unix, Programming, Marketing Management, Online Advertising, Web Analytics, E-commerce, Analytics, Direct Marketing, SEO, SEM, Web Marketing, PPC, Digital Media, Lead Generation, Marketing, Customer Acquisition, Affiliate Marketing, Management, Marketing Automation, B2B, Entrepreneurship, Conversion Optimization, Mobile Marketing, Landing Page..., B2B Marketing, Database Marketing, Search Advertising, Google Adwords, Online Marketing, Social Media Marketing, Campaign Management, Advertising, Multi-channel Marketing, Google Analytics, Digital Marketing, Organic Search, Media Buying, SaaS, Interactive Marketing
Education
Pace University-Pleasantville/Briarcliff Campus 1992 — 1996
BS, Mathematics
Westwood Highschool 1988 — 1991
Jeffrey Tuck Jeffrey Tuck's Bear, Stearns & Co. Inc. Experience May 2005 - December 2008
Job Chief Operating Officer at BoxSmart LLC
Industry Capital Markets
Experience
BoxSmart LLC January 2015 - Present
Pointer Investments April 2013 - Present
Convoys Solutions 2011 - May 2014
Pointer Farm, LLC November 2005 - January 2012
Aladdin Capital Management October 2009 - June 2010
Aladdin Capital LLC October 2009 - June 2010
Bear Stearns May 2005 - December 2008
Bear, Stearns & Co., Inc May 2005 - December 2008
Credit Suisse March 2002 - March 2005
Credit Suisse March 2002 - March 2005
Skills
Financial Analysis, Portfolio Management, Fixed Income Trading, Fixed Income, Derivatives, Capital Markets, High Yield, Trading, Special Situations, Leveraged Finance, Loans, CDS, Structured Products, Alternative Investments, Bonds, Equities, Series 7, Valuation, Asset Management, Credit Analysis, Investment Strategies, Credit, CDO, Private Equity, Relative Value, Financial Modeling, Credit Trading, Risk Management, Emerging Markets, Financial Markets, Industry Analysis, Commodities
Education
Trinity College 1988 — 1992
Bachelor of Arts, Comparative Politics
Trinity College-Hartford 1988 — 1992
Bachelor of Arts, Comparative Politics
Washington State University
BoxSmart LLC January 2015 - Present
Pointer Investments April 2013 - Present
Convoys Solutions 2011 - May 2014
Pointer Farm, LLC November 2005 - January 2012
Aladdin Capital Management October 2009 - June 2010
Aladdin Capital LLC October 2009 - June 2010
Bear Stearns May 2005 - December 2008
Bear, Stearns & Co., Inc May 2005 - December 2008
Credit Suisse March 2002 - March 2005
Credit Suisse March 2002 - March 2005
Skills
Financial Analysis, Portfolio Management, Fixed Income Trading, Fixed Income, Derivatives, Capital Markets, High Yield, Trading, Special Situations, Leveraged Finance, Loans, CDS, Structured Products, Alternative Investments, Bonds, Equities, Series 7, Valuation, Asset Management, Credit Analysis, Investment Strategies, Credit, CDO, Private Equity, Relative Value, Financial Modeling, Credit Trading, Risk Management, Emerging Markets, Financial Markets, Industry Analysis, Commodities
Education
Trinity College 1988 — 1992
Bachelor of Arts, Comparative Politics
Trinity College-Hartford 1988 — 1992
Bachelor of Arts, Comparative Politics
Washington State University
Timothy Ramsey, CFA Timothy Ramsey, CFA's Bear, Stearns & Co. Inc. Experience June 2000 - December 2006
Job Senior Product Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments August 2013 - Present
The Roosevelt Investment Group February 2012 - June 2013
Mesirow Financial November 2008 - February 2012
Bear Stearns Asset Management January 2007 - October 2008
Bear, Stearns & Co., Inc. June 2000 - December 2006
Robinson International March 1996 - April 2000
Penn & Schoen Associates November 1993 - September 1995
Skills
Hedge Funds, Portfolio Management, Equities, Emerging Markets, Latin America, Performance Attribution, Marketing Strategy, Product Management, Investment Strategies, Asset Management, ETFs, Valuation
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MIA, Economic and Political Development
Universidad del Salvador 1989 — 1990
Georgetown University 1987 — 1991
B.S.F.S., Latin America
Latin School of Chicago 1976 — 1987
Diploma
Franklin Templeton Investments August 2013 - Present
The Roosevelt Investment Group February 2012 - June 2013
Mesirow Financial November 2008 - February 2012
Bear Stearns Asset Management January 2007 - October 2008
Bear, Stearns & Co., Inc. June 2000 - December 2006
Robinson International March 1996 - April 2000
Penn & Schoen Associates November 1993 - September 1995
Skills
Hedge Funds, Portfolio Management, Equities, Emerging Markets, Latin America, Performance Attribution, Marketing Strategy, Product Management, Investment Strategies, Asset Management, ETFs, Valuation
Education
Columbia University - School of International and Public Affairs 1991 — 1993
MIA, Economic and Political Development
Universidad del Salvador 1989 — 1990
Georgetown University 1987 — 1991
B.S.F.S., Latin America
Latin School of Chicago 1976 — 1987
Diploma
Lars Hedenborg Lars Hedenborg's Bear, Stearns & Co. Inc. Experience January 1997 - January 1999
Job Top Producing RE/MAX Broker in Charlotte Real Estate Market Top Producing Charlotte Real Estate Agent
Industry Real Estate
Experience
RE/MAX Real Estate Experts January 2007 - Present
Certified Distressed Property Agent June 2009 - October 2012
Kinder Reese Real Estate Partners June 2009 - January 2012
Proctor "Quantum Leap" Real Estate System - Platinum Member April 2007 - June 2009
Curtiss-Wright Controls January 2000 - March 2007
Bear, Stearns & Co., Inc January 1997 - January 1999
Skills
Real Estate, Short Sales, Investment Properties, Foreclosures, Real Estate Transactions, REO, Negotiation, Residential Homes, Corporate Real Estate, First Time Home Buyers, Sellers, Location Intelligence, Property Management, Real Estate Development, Real Estate Economics, Brokerage, Condos, Single Family Homes, Leases, Land Development, Buyer Representation, Buyers, Land Acquisition, Listings, Luxury, New Home Sales, Online Marketing, Property, Real Property, Referrals, Relocation, Selling, Townhomes, Investors, Commercial Real Estate, Disposition, Real Estate Financing
Education
Duke University - The Fuqua School of Business 2003 — 2004
Masters of Business Administration, General Management Curriculum
Stevens Institute of Technology 1991 — 1995
Bachelor of Engineering, Mechanical Engineering
RE/MAX Real Estate Experts January 2007 - Present
Certified Distressed Property Agent June 2009 - October 2012
Kinder Reese Real Estate Partners June 2009 - January 2012
Proctor "Quantum Leap" Real Estate System - Platinum Member April 2007 - June 2009
Curtiss-Wright Controls January 2000 - March 2007
Bear, Stearns & Co., Inc January 1997 - January 1999
Skills
Real Estate, Short Sales, Investment Properties, Foreclosures, Real Estate Transactions, REO, Negotiation, Residential Homes, Corporate Real Estate, First Time Home Buyers, Sellers, Location Intelligence, Property Management, Real Estate Development, Real Estate Economics, Brokerage, Condos, Single Family Homes, Leases, Land Development, Buyer Representation, Buyers, Land Acquisition, Listings, Luxury, New Home Sales, Online Marketing, Property, Real Property, Referrals, Relocation, Selling, Townhomes, Investors, Commercial Real Estate, Disposition, Real Estate Financing
Education
Duke University - The Fuqua School of Business 2003 — 2004
Masters of Business Administration, General Management Curriculum
Stevens Institute of Technology 1991 — 1995
Bachelor of Engineering, Mechanical Engineering
Eshanno Byam's Bear, Stearns & Co. Inc. Experience June 2006 - August 2006
Job Senior Consultant at Deloitte | MBA Candidate at the Fuqua School of Business, Duke University
Industry Financial Services
Experience
Deloitte November 2013 - Present
Future-InSight 2013 - 2014
Bank of America Merrill Lynch March 2011 - November 2013
Barclays October 2009 - March 2011
Barclays September 2008 - October 2009
Lehman Brothers June 2007 - September 2008
Bear Stearns & Co., Inc June 2006 - August 2006
Skills
Management Consulting, Business Analysis, Change Management, Fixed Income, Bonds, Equities, Prime Brokerage, Capital Markets, Trading, Business Process..., Project Management, Experienced Business..., Securities, Trading Systems, Series 7, Skilled Trades, Asset Allocation, DTC, Operations Research, Money Market, Bloomberg
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor of Business Administration, Economics
Macaulay Honors College at The City University of New York 2003 — 2007
Bachelor's Degree
Deloitte November 2013 - Present
Future-InSight 2013 - 2014
Bank of America Merrill Lynch March 2011 - November 2013
Barclays October 2009 - March 2011
Barclays September 2008 - October 2009
Lehman Brothers June 2007 - September 2008
Bear Stearns & Co., Inc June 2006 - August 2006
Skills
Management Consulting, Business Analysis, Change Management, Fixed Income, Bonds, Equities, Prime Brokerage, Capital Markets, Trading, Business Process..., Project Management, Experienced Business..., Securities, Trading Systems, Series 7, Skilled Trades, Asset Allocation, DTC, Operations Research, Money Market, Bloomberg
Education
Duke University - The Fuqua School of Business
Master of Business Administration (MBA)
Baruch College, City University of New York (CUNY) 2003 — 2007
Bachelor of Business Administration, Economics
Macaulay Honors College at The City University of New York 2003 — 2007
Bachelor's Degree
C.J. Radford C.J. Radford's Bear, Stearns & Co. Inc. Experience 1998 - 2000
Job Vice President, Cloud at Vormetric
Industry Computer Software
Experience
Vormetric March 2013 - Present
Symantec 2010 - March 2013
Symantec 2008 - 2010
Symantec 2007 - 2008
Parallel Investment Partners 2005 - 2007
West Lake Partners LLC 2001 - 2003
J.H. Whitney & Co. LLC 2000 - 2001
Bear, Stearns & Co., Inc. 1998 - 2000
Skills
New Business Development, Business Strategy, Negotiation, Business Planning, Go-to-market Strategy, Strategic Partnerships, Strategic Alliances, Partner Management, M&A experience, Corporate Finance, Financial Analysis, Business Modeling, Strategic Planning, Private Equity, Venture Capital, Team Leadership, Coaching, Cloud Computing, SaaS, Managed Services, Financial Modeling, Demand Generation, Product Management, Management, New Business..., Corporate Partnership..., M&A analysis, Value Propositions, Solution Development, Winning Teams, Make Things Happen, Action Oriented, Recruiting, Mentoring, Inspiration, Integrity, Trust, Service Providers, Leadership, Executive Management, Cross-functional Team..., Management Consulting, Sales Enablement, Selling, Start-ups, Professional Services, Sales, Mergers & Acquisitions
Education
University of California, Berkeley 2003 — 2005
Master of Business Administration (MBA)
University of Oregon 1994 — 1998
Bachelor of Science
Vormetric March 2013 - Present
Symantec 2010 - March 2013
Symantec 2008 - 2010
Symantec 2007 - 2008
Parallel Investment Partners 2005 - 2007
West Lake Partners LLC 2001 - 2003
J.H. Whitney & Co. LLC 2000 - 2001
Bear, Stearns & Co., Inc. 1998 - 2000
Skills
New Business Development, Business Strategy, Negotiation, Business Planning, Go-to-market Strategy, Strategic Partnerships, Strategic Alliances, Partner Management, M&A experience, Corporate Finance, Financial Analysis, Business Modeling, Strategic Planning, Private Equity, Venture Capital, Team Leadership, Coaching, Cloud Computing, SaaS, Managed Services, Financial Modeling, Demand Generation, Product Management, Management, New Business..., Corporate Partnership..., M&A analysis, Value Propositions, Solution Development, Winning Teams, Make Things Happen, Action Oriented, Recruiting, Mentoring, Inspiration, Integrity, Trust, Service Providers, Leadership, Executive Management, Cross-functional Team..., Management Consulting, Sales Enablement, Selling, Start-ups, Professional Services, Sales, Mergers & Acquisitions
Education
University of California, Berkeley 2003 — 2005
Master of Business Administration (MBA)
University of Oregon 1994 — 1998
Bachelor of Science
Ted Greenman's Bear, Stearns & Co. Inc. Experience 1995 - 2000
Job Territory Sales Manager at Source Surgical
Industry Medical Devices
Experience
Source Surgical January 2015 - Present
Synthes 2011 - January 2015
GC, Incorporated 2001 - 2011
ArcSoft 2000 - 2001
Bear, Stearns & Co., Inc. 1995 - 2000
Morton's The Steakhouse 1993 - 1995
Gate City Beverage 1991 - 1993
TGI Fridays 1988 - 1991
US ARMY 1986 - 1988
Skills
Medical Devices, sales, Medical/Surgical, Contract Negotiation, Relationship Management, Medical Terminology, Consulting, Microsoft Word, Communication, Competitive Analysis, Bookkeeping, Contract Management, Medical Education, Microsoft Excel, Sales Process, Pharmaceutical Sales, Orthopedic, Implants, Recruiting, Microsoft Office, Sales, Sales Management, Orthopedics, Sales Operations, Strategy
Education
Columbia University in the City of New York 1997 — 2000
Master's degree, Industrial and Organizational Psychology
University of California, Davis 1993 — 1997
Bachelor's degree, Political Science and Government
Source Surgical January 2015 - Present
Synthes 2011 - January 2015
GC, Incorporated 2001 - 2011
ArcSoft 2000 - 2001
Bear, Stearns & Co., Inc. 1995 - 2000
Morton's The Steakhouse 1993 - 1995
Gate City Beverage 1991 - 1993
TGI Fridays 1988 - 1991
US ARMY 1986 - 1988
Skills
Medical Devices, sales, Medical/Surgical, Contract Negotiation, Relationship Management, Medical Terminology, Consulting, Microsoft Word, Communication, Competitive Analysis, Bookkeeping, Contract Management, Medical Education, Microsoft Excel, Sales Process, Pharmaceutical Sales, Orthopedic, Implants, Recruiting, Microsoft Office, Sales, Sales Management, Orthopedics, Sales Operations, Strategy
Education
Columbia University in the City of New York 1997 — 2000
Master's degree, Industrial and Organizational Psychology
University of California, Davis 1993 — 1997
Bachelor's degree, Political Science and Government
Kevin Smithies's Bear, Stearns & Co. Inc. Experience February 2005 - June 2008
Job Vice President at Advisors Asset Management, Inc.
Industry Financial Services
Experience
Advisors Asset Management, Inc. September 2015 - Present
Incapital March 2015 - July 2015
BMO Capital Markets August 2011 - February 2015
Stone Harbor Investment Partners June 2008 - August 2011
Bear Stearns & Co. Inc February 2005 - June 2008
Bear Stearns & Co. Inc March 2004 - February 2005
Education
Bucknell University
Advisors Asset Management, Inc. September 2015 - Present
Incapital March 2015 - July 2015
BMO Capital Markets August 2011 - February 2015
Stone Harbor Investment Partners June 2008 - August 2011
Bear Stearns & Co. Inc February 2005 - June 2008
Bear Stearns & Co. Inc March 2004 - February 2005
Education
Bucknell University
Adam Gershuny Adam Gershuny's Bear, Stearns & Co. Inc. Experience January 1993 - January 1999
Job Senior Managing Director Principal at Meridian Equity Partners
Industry Financial Services
Experience
MERIDIAN EQUITY PARTNERS January 2010 - Present
MAGNA SECURITIES & CO., INC January 2005 - January 2010
SLL SECURITIES, INC January 2002 - January 2005
MERRILL LYNCH & CO., INC January 2000 - January 2001
BEAR STEARNS & CO., INC January 1993 - January 1999
Skills
Securities, Hedge Funds, Trading, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Financial Markets, Series 63, Series 7, Trading Systems, Options
Education
Syracuse University 1989 — 1993
B.A., Policial Science - Finance, Honors
Syracuse University - Maxwell School
Syracuse University - Martin J. Whitman School of Management
Rye Country Day School 1983 — 1989
MERIDIAN EQUITY PARTNERS January 2010 - Present
MAGNA SECURITIES & CO., INC January 2005 - January 2010
SLL SECURITIES, INC January 2002 - January 2005
MERRILL LYNCH & CO., INC January 2000 - January 2001
BEAR STEARNS & CO., INC January 1993 - January 1999
Skills
Securities, Hedge Funds, Trading, Alternative Investments, Bloomberg, Capital Markets, Derivatives, Electronic Trading, Equities, Equity Trading, Fixed Income, Financial Markets, Series 63, Series 7, Trading Systems, Options
Education
Syracuse University 1989 — 1993
B.A., Policial Science - Finance, Honors
Syracuse University - Maxwell School
Syracuse University - Martin J. Whitman School of Management
Rye Country Day School 1983 — 1989
Vincent Maggiulli Vincent Maggiulli's Bear, Stearns & Co. Inc. Experience April 1999 - March 2000
Job Manager, Capital Markets | Financial Services Global Business Unit at Capgemini
Industry Financial Services
Experience
Capgemini May 2014 - Present
Linedata January 2014 - May 2014
SS&C Technologies September 2011 - December 2013
Linedata December 2010 - September 2011
Fidelity Investments June 2010 - December 2010
Fidelity Investments October 2005 - April 2010
Fidelity Investments October 2003 - October 2005
Fidelity Investments March 2000 - October 2003
BEAR STEARNS & CO. INC April 1999 - March 2000
Fidelity Investments January 1998 - April 1999
Skills
Financial Services, Portfolio Management, Strategy, Securities, Equities, Business Analysis, Relationship Management, Mutual Funds, Management, Product Management, Investments, Brokerage, Strategic Planning, Business Strategy, Trading, Negotiation, Risk Management, Fixed Income, Sales Process, Series 7, Sales Management, Customer Service, Finance, Business Planning, Leadership, Asset Management, Compliance, Hedge Funds, Analysis, Competitive Analysis, Series 63, Prime Brokerage, Consultative Selling, Financial Analysis, Process Improvement, Account Management, Funding, Product Development, P&L Management, Options, Contract Negotiation, Client Service, Customer Relations, Requirements Analysis, Financial Markets, Capital Markets, Market Data, Pricing, Contract Negotiations, Outsourcing
Education
Montclair State University 1993 — 1997
Bachelor of Arts, Psychology
Hanover Park High School 1989 — 1993
East Hanover Schools
Capgemini May 2014 - Present
Linedata January 2014 - May 2014
SS&C Technologies September 2011 - December 2013
Linedata December 2010 - September 2011
Fidelity Investments June 2010 - December 2010
Fidelity Investments October 2005 - April 2010
Fidelity Investments October 2003 - October 2005
Fidelity Investments March 2000 - October 2003
BEAR STEARNS & CO. INC April 1999 - March 2000
Fidelity Investments January 1998 - April 1999
Skills
Financial Services, Portfolio Management, Strategy, Securities, Equities, Business Analysis, Relationship Management, Mutual Funds, Management, Product Management, Investments, Brokerage, Strategic Planning, Business Strategy, Trading, Negotiation, Risk Management, Fixed Income, Sales Process, Series 7, Sales Management, Customer Service, Finance, Business Planning, Leadership, Asset Management, Compliance, Hedge Funds, Analysis, Competitive Analysis, Series 63, Prime Brokerage, Consultative Selling, Financial Analysis, Process Improvement, Account Management, Funding, Product Development, P&L Management, Options, Contract Negotiation, Client Service, Customer Relations, Requirements Analysis, Financial Markets, Capital Markets, Market Data, Pricing, Contract Negotiations, Outsourcing
Education
Montclair State University 1993 — 1997
Bachelor of Arts, Psychology
Hanover Park High School 1989 — 1993
East Hanover Schools
Justin Snider Justin Snider's Bear, Stearns & Co. Inc. Experience 1998 - 2000
Job Functional / Program Manager, ISR Operations
Industry Defense & Space
Experience
General Atomics Aeronautical Systems, Inc. July 2008 - Present
US Air Force Reserve 2010 - Present
United States Air Force 2003 - 2008
Integrated Captial Markets, LLC 2000 - 2003
Bear Stearns & Co., Inc 1998 - 2000
Springbox Records, LLC 1994 - 1999
United States Air Force 1991 - 1997
Skills
ISR, TCPED, Program Management, SAR, GMTI, Project Management, DGS, DCGS, IMINT, SIGINT, Collections Management, UAV, RPA, Intelligence, DCGS-A, Analysis, Air Force, Reconnaissance, Intelligence Analysis, Command, Afghanistan, Security Clearance, Operations Management, National Security, DoD, C4ISR, Top Secret, Military, Defense, Military Operations, Operational Planning, Information Assurance, Leadership, Systems Engineering, Special Operations, Electronic Warfare, Force Protection, Navy, Government Contracting, Intelligence Community, Counterterrorism, Army, Surveillance, Tactics, Weapons, Command & Control, Organizational..., Military Training, Counterinsurgency, Foreign Military Sales
Education
University of Maryland University College 1993 — 1996
Bachelors, Business
University of Phoenix 2005 — 2006
Masters, Information Systems
Defense Language Institute 1991 — 1992
Russian
Benicia High School 1987 — 1990
IPS Learning
Program Management Mastery
General Atomics Aeronautical Systems, Inc. July 2008 - Present
US Air Force Reserve 2010 - Present
United States Air Force 2003 - 2008
Integrated Captial Markets, LLC 2000 - 2003
Bear Stearns & Co., Inc 1998 - 2000
Springbox Records, LLC 1994 - 1999
United States Air Force 1991 - 1997
Skills
ISR, TCPED, Program Management, SAR, GMTI, Project Management, DGS, DCGS, IMINT, SIGINT, Collections Management, UAV, RPA, Intelligence, DCGS-A, Analysis, Air Force, Reconnaissance, Intelligence Analysis, Command, Afghanistan, Security Clearance, Operations Management, National Security, DoD, C4ISR, Top Secret, Military, Defense, Military Operations, Operational Planning, Information Assurance, Leadership, Systems Engineering, Special Operations, Electronic Warfare, Force Protection, Navy, Government Contracting, Intelligence Community, Counterterrorism, Army, Surveillance, Tactics, Weapons, Command & Control, Organizational..., Military Training, Counterinsurgency, Foreign Military Sales
Education
University of Maryland University College 1993 — 1996
Bachelors, Business
University of Phoenix 2005 — 2006
Masters, Information Systems
Defense Language Institute 1991 — 1992
Russian
Benicia High School 1987 — 1990
IPS Learning
Program Management Mastery
Theo Burger Theo Burger's Bear, Stearns & Co. Inc. Experience September 1978 - May 1980
Job Vice President Investment Officer at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC April 1993 - Present
Lehman Brothers, Inc May 1980 - April 1993
Bear, Stearns & Co., Inc September 1978 - May 1980
Prudential-Bache Securities, Inc. September 1976 - December 1978
Skills
Investments, Private Equity, Financial Modeling, Business Development, Securities, Equities, Financial Analysis, Due Diligence, Strategic Planning, Venture Capital, Fixed Income, Investment Strategies, Mutual Funds, Strategy, Insurance, Risk Management, Corporate Finance, Alternative Investments, Start-ups, Corporate Development
Education
NYU 1980 — 1982
International Business/Trade/Commerce
The Hague College 1955 — 1960
Business/Managerial Economics
Wells Fargo Advisors, LLC April 1993 - Present
Lehman Brothers, Inc May 1980 - April 1993
Bear, Stearns & Co., Inc September 1978 - May 1980
Prudential-Bache Securities, Inc. September 1976 - December 1978
Skills
Investments, Private Equity, Financial Modeling, Business Development, Securities, Equities, Financial Analysis, Due Diligence, Strategic Planning, Venture Capital, Fixed Income, Investment Strategies, Mutual Funds, Strategy, Insurance, Risk Management, Corporate Finance, Alternative Investments, Start-ups, Corporate Development
Education
NYU 1980 — 1982
International Business/Trade/Commerce
The Hague College 1955 — 1960
Business/Managerial Economics
Gina Sacco's Bear, Stearns & Co. Inc. Experience June 1983 - November 1985
Job Archivist
Industry Museums and Institutions
Experience
Staten Island Museum September 2006 - July 2011
College of Staten Island, City University of New York August 2009 - November 2009
Staten Island Museum June 2006 - September 2006
Burnham Securities Inc. 1993 - 1998
County Nat West, Inc February 1992 - February 1993
Prescott Ball & Turben, Inc. February 1990 - February 1992
Drexel Burnham Lambert, Inc. November 1985 - February 1990
Bear Stearns & Co., Inc June 1983 - November 1985
Skills
Microsoft Office, PastPerfect, Windows OS, Museum Collections, Archival Research, Archives, Historical Research
Education
Queens College 2008 — 2010
Masters in Library Science, MLS, Library Science
Hunter College 2003 — 2008
Bachelor of Arts (B.A.), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
Staten Island Museum September 2006 - July 2011
College of Staten Island, City University of New York August 2009 - November 2009
Staten Island Museum June 2006 - September 2006
Burnham Securities Inc. 1993 - 1998
County Nat West, Inc February 1992 - February 1993
Prescott Ball & Turben, Inc. February 1990 - February 1992
Drexel Burnham Lambert, Inc. November 1985 - February 1990
Bear Stearns & Co., Inc June 1983 - November 1985
Skills
Microsoft Office, PastPerfect, Windows OS, Museum Collections, Archival Research, Archives, Historical Research
Education
Queens College 2008 — 2010
Masters in Library Science, MLS, Library Science
Hunter College 2003 — 2008
Bachelor of Arts (B.A.), Classical, Ancient Mediterranean and Near Eastern Studies and Archaeology
Nachi Subramanian Nachi Subramanian's Bear, Stearns & Co. Inc. Experience January 2008 - May 2008
Job Executive Director, Global Cash Equities at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2013 - Present
J.P. Morgan January 2010 - December 2012
JPMorgan June 2008 - December 2009
Bear, Stearns & Co. Inc January 2008 - May 2008
Bear, Stearns & Co. Inc. July 2005 - December 2007
Skills
Equities, Hedge Funds, Capital Markets, Alternative Investments
Education
University of California, Irvine 2001 — 2005
J.P. Morgan January 2013 - Present
J.P. Morgan January 2010 - December 2012
JPMorgan June 2008 - December 2009
Bear, Stearns & Co. Inc January 2008 - May 2008
Bear, Stearns & Co. Inc. July 2005 - December 2007
Skills
Equities, Hedge Funds, Capital Markets, Alternative Investments
Education
University of California, Irvine 2001 — 2005
Whitney Drasin, Esq.'s Bear, Stearns & Co. Inc. Experience June 2006 - September 2006
Job Attorney
Industry Law Practice
Experience
Torre, Lentz, Gamell, Gary & Rittmaster, LLP May 2014 - April 2015
Fragomen, Del Rey, Bernsen & Loewy June 2013 - May 2014
Fragomen, Del Rey, Bernsen & Loewy January 2012 - June 2013
Nassau County Legal Aid Society January 2012 - May 2012
Touro Law Review August 2011 - May 2012
Urban Justice Center June 2011 - August 2011
Honorable Stacy Bennett, Nassau County Family Court June 2010 - August 2010
Fragomen, Del Rey, Bernsen & Loewy January 2007 - November 2008
Davis Polk & Wardwell LLP September 2006 - December 2006
Bear, Stearns & Co., Inc. June 2006 - September 2006
Skills
Legal Research, Westlaw, Legal Writing, Litigation, Immigration Law, Criminal Law, Legal Issues
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2012
Juris Doctor
University at Buffalo 2002 — 2006
Bachelor of Arts, Political Science
Torre, Lentz, Gamell, Gary & Rittmaster, LLP May 2014 - April 2015
Fragomen, Del Rey, Bernsen & Loewy June 2013 - May 2014
Fragomen, Del Rey, Bernsen & Loewy January 2012 - June 2013
Nassau County Legal Aid Society January 2012 - May 2012
Touro Law Review August 2011 - May 2012
Urban Justice Center June 2011 - August 2011
Honorable Stacy Bennett, Nassau County Family Court June 2010 - August 2010
Fragomen, Del Rey, Bernsen & Loewy January 2007 - November 2008
Davis Polk & Wardwell LLP September 2006 - December 2006
Bear, Stearns & Co., Inc. June 2006 - September 2006
Skills
Legal Research, Westlaw, Legal Writing, Litigation, Immigration Law, Criminal Law, Legal Issues
Education
Touro College Jacob D. Fuchsberg Law Center 2009 — 2012
Juris Doctor
University at Buffalo 2002 — 2006
Bachelor of Arts, Political Science
Gloria F. Hazard Gloria F. Hazard's Bear, Stearns & Co. Inc. Experience August 2001 - December 2008
Job Administrative Receptionist at Lutheran Social Services of New York
Industry Executive Office
Experience
St. Luke's-Roosevelt Hospital July 2012 - March 2014
JPMorgan Chase 2009 - 2010
Bear, Stearns & Co., Inc. August 2001 - December 2008
New York Presbyterian Hospital January 1991 - May 2000
Education
Marymount Manhattan College
Bachelor of Arts - Communications Arts, Communication, Journalism, and Related Programs
Mid-Manhattan Adult Learning Center in NYC
St. Luke's-Roosevelt Hospital July 2012 - March 2014
JPMorgan Chase 2009 - 2010
Bear, Stearns & Co., Inc. August 2001 - December 2008
New York Presbyterian Hospital January 1991 - May 2000
Education
Marymount Manhattan College
Bachelor of Arts - Communications Arts, Communication, Journalism, and Related Programs
Mid-Manhattan Adult Learning Center in NYC
Eugene Nagirner, CFA Eugene Nagirner, CFA's Bear, Stearns & Co. Inc. Experience July 2007 - June 2008
Job Associate FX & Shortterm Rates Trading at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley April 2013 - Present
Morgan Stanley June 2012 - August 2012
AQR Capital Management, LLC April 2010 - July 2011
Penso Capital Markets, LLC August 2008 - March 2010
Bear Stearns & Co., Inc July 2007 - June 2008
ICAP Inc. May 2005 - April 2007
Skills
Monte Carlo Simulation, Quantitative Finance, FX Spot, Fixed Income, Portfolio Management, Global Macro, Market Microstructure, Time Series Analysis, Python, VBA, SQL, Bloomberg, Microsoft Excel, R
Education
Princeton University 2011 — 2013
Master in Finance
New York University - Leonard N. Stern School of Business 2003 — 2006
BS, Finance, Actuarial Science
Morgan Stanley April 2013 - Present
Morgan Stanley June 2012 - August 2012
AQR Capital Management, LLC April 2010 - July 2011
Penso Capital Markets, LLC August 2008 - March 2010
Bear Stearns & Co., Inc July 2007 - June 2008
ICAP Inc. May 2005 - April 2007
Skills
Monte Carlo Simulation, Quantitative Finance, FX Spot, Fixed Income, Portfolio Management, Global Macro, Market Microstructure, Time Series Analysis, Python, VBA, SQL, Bloomberg, Microsoft Excel, R
Education
Princeton University 2011 — 2013
Master in Finance
New York University - Leonard N. Stern School of Business 2003 — 2006
BS, Finance, Actuarial Science
Steven Wexman Steven Wexman's Bear, Stearns & Co. Inc. Experience February 1986 - June 2008
Job Bank of Montreal
Industry Investment Banking
Experience
BMO Financial Group July 2013 - Present
PricewaterhouseCoopers December 2010 - July 2013
JPMorgan Chase Inc June 2008 - December 2010
Bear Stearns & Co. Inc February 1986 - June 2008
Prudential Bache Securities Ince February 1984 - January 1986
Bank of New York Mellon January 1982 - January 1984
European-American Bank July 1980 - January 1982
Skills
Enterprise Risk..., Capital Markets, Risk Management, Investment Banking, Operational Risk..., Sarbanes-Oxley Act, Financial Risk, Business Continuity, IT Audit, Auditing, Operational Risk, Sarbanes-Oxley, Internal Audit, Internal Controls, Disaster Recovery, Strategy, IT Management, Financial Services, Information Technology, External Audit, AML, Risk Assessment, Business Process, SAS70, Process Improvement, Alternative Investments, Asset Management, Banking, Business Process..., Equities, Basel II
Education
Hofstra University 1979 — 1981
MBA, Finance
State University of New York College at Cortland 1975 — 1979
BA, Economics, Computer Science
BMO Financial Group July 2013 - Present
PricewaterhouseCoopers December 2010 - July 2013
JPMorgan Chase Inc June 2008 - December 2010
Bear Stearns & Co. Inc February 1986 - June 2008
Prudential Bache Securities Ince February 1984 - January 1986
Bank of New York Mellon January 1982 - January 1984
European-American Bank July 1980 - January 1982
Skills
Enterprise Risk..., Capital Markets, Risk Management, Investment Banking, Operational Risk..., Sarbanes-Oxley Act, Financial Risk, Business Continuity, IT Audit, Auditing, Operational Risk, Sarbanes-Oxley, Internal Audit, Internal Controls, Disaster Recovery, Strategy, IT Management, Financial Services, Information Technology, External Audit, AML, Risk Assessment, Business Process, SAS70, Process Improvement, Alternative Investments, Asset Management, Banking, Business Process..., Equities, Basel II
Education
Hofstra University 1979 — 1981
MBA, Finance
State University of New York College at Cortland 1975 — 1979
BA, Economics, Computer Science
Elise Rosenberg's Bear, Stearns & Co. Inc. Experience June 1999 - June 2008
Job Director Capital Introductions at Barclays
Industry Financial Services
Experience
Barclays October 2013 - Present
PXD 2012 - September 2013
Markit August 2010 - October 2011
Markit March 2009 - October 2011
JPMorgan June 2008 - January 2009
Bear, Stearns & Co., Inc. June 1999 - June 2008
Skills
Hedge Funds, Fixed Income, Derivatives, Sales Management, Equities, Investor Relations, Building Relationships, Key Account..., Cross Selling, Connecting People, Mentoring, Philanthropy, New Business Development, Credit Derivatives, Trading, Portfolio Management, Equity Derivatives, Options, Structured Products, Capital Markets, Equity Trading, Asset Management, Investments, Swaps, ETFs, FX Options, Financial Services, Mutual Funds, Fund Of Funds, Investment Strategies, Mergers & Acquisitions, Finance, Alternative Investments, Credit, Bloomberg, Securities, Banking, Financial Markets, Investment Banking, Financial Structuring, Hedging, Institutional..., Structured Finance
Education
Cornell University
BS, Applied Economics & Business Management
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Barclays October 2013 - Present
PXD 2012 - September 2013
Markit August 2010 - October 2011
Markit March 2009 - October 2011
JPMorgan June 2008 - January 2009
Bear, Stearns & Co., Inc. June 1999 - June 2008
Skills
Hedge Funds, Fixed Income, Derivatives, Sales Management, Equities, Investor Relations, Building Relationships, Key Account..., Cross Selling, Connecting People, Mentoring, Philanthropy, New Business Development, Credit Derivatives, Trading, Portfolio Management, Equity Derivatives, Options, Structured Products, Capital Markets, Equity Trading, Asset Management, Investments, Swaps, ETFs, FX Options, Financial Services, Mutual Funds, Fund Of Funds, Investment Strategies, Mergers & Acquisitions, Finance, Alternative Investments, Credit, Bloomberg, Securities, Banking, Financial Markets, Investment Banking, Financial Structuring, Hedging, Institutional..., Structured Finance
Education
Cornell University
BS, Applied Economics & Business Management
New York University - Leonard N. Stern School of Business
Master of Business Administration (MBA), Finance
Jonathan Wimmer Jonathan Wimmer's Bear, Stearns & Co. Inc. Experience 1998 - 2000
Job Coowner/Controller, Johnson Family of Restaurants
Industry Restaurants
Experience
Johnson Family of Restaurants January 2001 - Present
Knox Heritage 2009 - 2011
Bear, Stearns & Co., Inc. 1998 - 2000
Education
University of Colorado Boulder 1992 — 1997
The Hill School 1989 — 1992
Johnson Family of Restaurants January 2001 - Present
Knox Heritage 2009 - 2011
Bear, Stearns & Co., Inc. 1998 - 2000
Education
University of Colorado Boulder 1992 — 1997
The Hill School 1989 — 1992
Bradley Sloan's Bear, Stearns & Co. Inc. Experience 1997 - 1999
Job Experienced Healthcare Investor & Executive
Industry Venture Capital & Private Equity
Experience
Parthenon Capital Partners 2006 - 2014
Broadlane 2004 - 2006
MTS Health Partners 2000 - 2004
Evercore Partners 1999 - 2000
Bear, Stearns & Co., Inc. 1997 - 1999
Skills
Business Development, Mergers & Acquisitions, Strategic Planning, Healthcare, Venture Capital, Mergers, Fundraising, Start-ups, Entrepreneurship, Private Equity, Investment Banking, Strategy, Corporate Development, Executive Management, Investments, Management, Finance, Due Diligence, Financial Modeling, Strategic Partnerships, Valuation
Education
University of North Carolina at Chapel Hill
BA, Economics, Concentration: Finance
UNC Study Abroad Program at Seville, Spain
Spanish Language and Literature
Montgomery Bell Academy
Parthenon Capital Partners 2006 - 2014
Broadlane 2004 - 2006
MTS Health Partners 2000 - 2004
Evercore Partners 1999 - 2000
Bear, Stearns & Co., Inc. 1997 - 1999
Skills
Business Development, Mergers & Acquisitions, Strategic Planning, Healthcare, Venture Capital, Mergers, Fundraising, Start-ups, Entrepreneurship, Private Equity, Investment Banking, Strategy, Corporate Development, Executive Management, Investments, Management, Finance, Due Diligence, Financial Modeling, Strategic Partnerships, Valuation
Education
University of North Carolina at Chapel Hill
BA, Economics, Concentration: Finance
UNC Study Abroad Program at Seville, Spain
Spanish Language and Literature
Montgomery Bell Academy
Steve Lung Steve Lung's Bear, Stearns & Co. Inc. Experience May 1996 - April 2000
Job Monitor at Marion Street Elementary School
Industry Financial Services
Experience
Marion Street Elementary School November 2012 - Present
Prime Brokerage International April 2008 - November 2009
UBS December 2004 - November 2009
Prime Brokerage Domestic December 2004 - April 2008
Credit Suisse First Boston, LLC August 2001 - December 2004
Goldman, Sachs & Co April 2000 - August 2001
Bear Stearns & Co. Inc May 1996 - April 2000
Skills
Equities, Hedge Funds, Options, Securities, Trading, Risk Management, Prime Brokerage, Financial Risk, Securities Lending, Settlement
Education
University of Rhode Island 1990 — 1991
University of Rhode Island 1990 — 1991
New York Institute of Finance
Marion Street Elementary School November 2012 - Present
Prime Brokerage International April 2008 - November 2009
UBS December 2004 - November 2009
Prime Brokerage Domestic December 2004 - April 2008
Credit Suisse First Boston, LLC August 2001 - December 2004
Goldman, Sachs & Co April 2000 - August 2001
Bear Stearns & Co. Inc May 1996 - April 2000
Skills
Equities, Hedge Funds, Options, Securities, Trading, Risk Management, Prime Brokerage, Financial Risk, Securities Lending, Settlement
Education
University of Rhode Island 1990 — 1991
University of Rhode Island 1990 — 1991
New York Institute of Finance
Miguel A. Morales's Bear, Stearns & Co. Inc. Experience 1998 - 2008
Job Production & Design Associate Associate at Sumitomo Mitsui Banking Corporation
Industry Financial Services
Experience
Sumitomo Mitsui Banking Corporation October 2013 - Present
Contractor/Freelancer 2004 - Present
Scholastic, via Adecco October 2012 - October 2013
Bloomberg LP, via The Creative Group August 2012 - October 2012
Credit Suisse, via Adecco November 2011 - March 2012
Credit Suisse May 2010 - November 2011
Remote Studios, Inc. 2005 - 2011
Immerse Global June 2008 - March 2009
Bear Stearns & Co. Inc 1998 - 2008
The Bronx Design Group 2004 - 2006
Skills
Alumni Relations, Social Media, Graphic Design, Customer Service, Web Content Mana, Business Writ, App Design, Icon Design, Designing for Tablet, Web Development, HTML5, CSS, Presentations, Collateral Materials, Corporate Identity, Branding, Logos, Bilingual, Event Planning, Advertising, Brochures, Management, Graphics, Print, Logo Design, Microsoft Office, Photoshop, Illustrator, Mac, Marketing
Education
School of Visual Arts 1994 — 1998
Graphic Design
Nassau Community College 1992 — 1994
A.A., Commercial Art
Sumitomo Mitsui Banking Corporation October 2013 - Present
Contractor/Freelancer 2004 - Present
Scholastic, via Adecco October 2012 - October 2013
Bloomberg LP, via The Creative Group August 2012 - October 2012
Credit Suisse, via Adecco November 2011 - March 2012
Credit Suisse May 2010 - November 2011
Remote Studios, Inc. 2005 - 2011
Immerse Global June 2008 - March 2009
Bear Stearns & Co. Inc 1998 - 2008
The Bronx Design Group 2004 - 2006
Skills
Alumni Relations, Social Media, Graphic Design, Customer Service, Web Content Mana, Business Writ, App Design, Icon Design, Designing for Tablet, Web Development, HTML5, CSS, Presentations, Collateral Materials, Corporate Identity, Branding, Logos, Bilingual, Event Planning, Advertising, Brochures, Management, Graphics, Print, Logo Design, Microsoft Office, Photoshop, Illustrator, Mac, Marketing
Education
School of Visual Arts 1994 — 1998
Graphic Design
Nassau Community College 1992 — 1994
A.A., Commercial Art
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
Jonathan Surridge Jonathan Surridge's Bear, Stearns & Co. Inc. Experience January 1997 - January 1999
Job Experienced Chief Financial Officer
Industry Internet
Experience
Motif Investing December 2011 - August 2015
Motif Investing October 2010 - December 2011
Wells Fargo Securities, LLC November 2006 - October 2010
Thomas Weisel Partners LLC April 2005 - August 2006
Charles Schwab & Co. Inc March 2003 - March 2005
Deutsche Banc Alex. Brown July 2001 - January 2002
NBC Internet, Inc May 2000 - August 2000
Bear Stearns & Co. Inc January 1997 - January 1999
Southport Partners July 1995 - March 1997
Skills
Series 7, Series 63, Series 4, Series 55, Series 27, Financial Modeling, Strategic Financial..., Equities, Fundamental Analysis, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Budgeting & Forecasting, Business Development, Valuation, Venture Capital, Mergers & Acquisitions, E-commerce, Capital Markets, IPO, FINRA, Analysis, Cross-functional Team..., Finance, Financial Advisory, Strategy, Mentoring, Accounting, Business Strategy, New Business Development, Strategic Planning, Team Building, Team Leadership, Investments, Management, Due Diligence, Corporate Development, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA, Finance
Yale University 1991 — 1995
B.A., Political Science
Motif Investing December 2011 - August 2015
Motif Investing October 2010 - December 2011
Wells Fargo Securities, LLC November 2006 - October 2010
Thomas Weisel Partners LLC April 2005 - August 2006
Charles Schwab & Co. Inc March 2003 - March 2005
Deutsche Banc Alex. Brown July 2001 - January 2002
NBC Internet, Inc May 2000 - August 2000
Bear Stearns & Co. Inc January 1997 - January 1999
Southport Partners July 1995 - March 1997
Skills
Series 7, Series 63, Series 4, Series 55, Series 27, Financial Modeling, Strategic Financial..., Equities, Fundamental Analysis, Investment Banking, Private Equity, Corporate Finance, Financial Analysis, Budgeting & Forecasting, Business Development, Valuation, Venture Capital, Mergers & Acquisitions, E-commerce, Capital Markets, IPO, FINRA, Analysis, Cross-functional Team..., Finance, Financial Advisory, Strategy, Mentoring, Accounting, Business Strategy, New Business Development, Strategic Planning, Team Building, Team Leadership, Investments, Management, Due Diligence, Corporate Development, Start-ups
Education
University of California, Berkeley - Walter A. Haas School of Business 1999 — 2001
MBA, Finance
Yale University 1991 — 1995
B.A., Political Science
Jose Tolosa's Bear, Stearns & Co. Inc. Experience July 1997 - June 1999
Job
Industry Entertainment
Experience
Viacom International Media Networks March 2015 - Present
Viacom International Media Networks July 2013 - March 2015
Viacom International Media Networks June 2014 - August 2014
Viacom International Media Networks June 2009 - June 2013
MTV Networks - Latin America February 2008 - June 2009
HNMA / HNMA Funding Company October 2005 - February 2008
The Parthenon Group September 2004 - September 2005
Claxson Interactive Group / El Sitio Inc. August 1999 - May 2002
Bear, Stearns & Co., Inc. July 1997 - June 1999
Education
Harvard Business School 2002 — 2004
MBA
Georgetown University 1993 — 1997
BS
ESADE 1996 — 1996
Viacom International Media Networks March 2015 - Present
Viacom International Media Networks July 2013 - March 2015
Viacom International Media Networks June 2014 - August 2014
Viacom International Media Networks June 2009 - June 2013
MTV Networks - Latin America February 2008 - June 2009
HNMA / HNMA Funding Company October 2005 - February 2008
The Parthenon Group September 2004 - September 2005
Claxson Interactive Group / El Sitio Inc. August 1999 - May 2002
Bear, Stearns & Co., Inc. July 1997 - June 1999
Education
Harvard Business School 2002 — 2004
MBA
Georgetown University 1993 — 1997
BS
ESADE 1996 — 1996
Gib Dunham's Bear, Stearns & Co. Inc. Experience June 1993 - August 1993
Job
Industry Investment Management
Experience
ACA December 2013 - Present
New York Non-Profit October 2013 - Present
PSS Inc. October 2013 - Present
Larcher Family Office June 2011 - Present
Pemi Partners June 2011 - November 2013
BMO April 2003 - May 2011
Emigrant Capital 1999 - 2003
Lipper & Company August 1996 - August 1999
Bear Stearns June 1994 - July 1996
Bear, Stearns & Co., Inc. June 1993 - August 1993
Skills
Due Diligence, Venture Capital, Investments, Asset Managment, CAIA, Investment Banking, Valuation, Equity Research, Fundamental Analysis, Trading, Private Equity, Alternative Investments, Equities, Asset Management, Structured Products, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies, Fixed Income, Investment Management, Capital Markets, Bloomberg
Education
Dartmouth College 1990 — 1994
University of Mainz 1992 — 1992
Hotchkiss School 1987 — 1990
American University 1989 — 1989
New Canaan Country School 1976 — 1987
ACA December 2013 - Present
New York Non-Profit October 2013 - Present
PSS Inc. October 2013 - Present
Larcher Family Office June 2011 - Present
Pemi Partners June 2011 - November 2013
BMO April 2003 - May 2011
Emigrant Capital 1999 - 2003
Lipper & Company August 1996 - August 1999
Bear Stearns June 1994 - July 1996
Bear, Stearns & Co., Inc. June 1993 - August 1993
Skills
Due Diligence, Venture Capital, Investments, Asset Managment, CAIA, Investment Banking, Valuation, Equity Research, Fundamental Analysis, Trading, Private Equity, Alternative Investments, Equities, Asset Management, Structured Products, Asset Allocation, Portfolio Management, Hedge Funds, Investment Strategies, Fixed Income, Investment Management, Capital Markets, Bloomberg
Education
Dartmouth College 1990 — 1994
University of Mainz 1992 — 1992
Hotchkiss School 1987 — 1990
American University 1989 — 1989
New Canaan Country School 1976 — 1987
Deidre Hicks's Bear, Stearns & Co. Inc. Experience August 1997 - April 1998
Job COO Global Finance & Investment Banking
Industry Capital Markets
Experience
Societe Generale October 2007 - Present
Bank of America April 1998 - October 2007
Banc of America Securities 1998 - 2007
BEAR, STEARNS & CO., INC August 1997 - April 1998
Skills
Investment Banking, Middle Office, Capital Markets, Equity Derivatives, Fixed Income, Derivatives, Banking, Equities, Equity Capital Markets, Financial Risk
Education
University of Florida 1985 — 1989
BS
Societe Generale October 2007 - Present
Bank of America April 1998 - October 2007
Banc of America Securities 1998 - 2007
BEAR, STEARNS & CO., INC August 1997 - April 1998
Skills
Investment Banking, Middle Office, Capital Markets, Equity Derivatives, Fixed Income, Derivatives, Banking, Equities, Equity Capital Markets, Financial Risk
Education
University of Florida 1985 — 1989
BS
Alexandra Ostrov's Bear, Stearns & Co. Inc. Experience September 2000 - March 2001
Job HRIS
Industry Financial Services
Experience
Publicis Healthcare Communications Group February 2014 - Present
Citi August 2011 - July 2013
Goldman Sachs September 2006 - August 2011
Hyatt Leader 2004 - 2006
SANS Consulting Services April 2001 - February 2002
Bear, Stearns & Co., Inc. September 2000 - March 2001
SANS Consulting Services September 1996 - September 2000
Skills
Technical Recruiting, Vendor Management, Talent Acquisition, Applicant Tracking..., Recruiting, Benefits Negotiation, Executive Search, Internet Recruiting, Contract Recruitment, Sourcing, Talent Management, Process-driven, Vendor Partnerships, Information Technology, Temporary Placement, Management, Interviews, Account Management, Financial Services, Networking, Consulting, Strategy, Resource Management, Trading Systems, Outsourcing, Onboarding, Business Analysis, Relationship Management, Market Data, Electronic Trading
Education
City University of New York-Brooklyn College
Computer Science
Publicis Healthcare Communications Group February 2014 - Present
Citi August 2011 - July 2013
Goldman Sachs September 2006 - August 2011
Hyatt Leader 2004 - 2006
SANS Consulting Services April 2001 - February 2002
Bear, Stearns & Co., Inc. September 2000 - March 2001
SANS Consulting Services September 1996 - September 2000
Skills
Technical Recruiting, Vendor Management, Talent Acquisition, Applicant Tracking..., Recruiting, Benefits Negotiation, Executive Search, Internet Recruiting, Contract Recruitment, Sourcing, Talent Management, Process-driven, Vendor Partnerships, Information Technology, Temporary Placement, Management, Interviews, Account Management, Financial Services, Networking, Consulting, Strategy, Resource Management, Trading Systems, Outsourcing, Onboarding, Business Analysis, Relationship Management, Market Data, Electronic Trading
Education
City University of New York-Brooklyn College
Computer Science
Rafael Borja's Bear, Stearns & Co. Inc. Experience January 2000 - March 2005
Job Managing Director at Goldman Sachs
Industry Investment Banking
Experience
Goldman Sachs August 2012 - Present
Credit Suisse (USA) LLC July 2005 - August 2012
Oppenheimer & Co. April 2005 - June 2005
Bear, Stearns & Co., Inc. January 2000 - March 2005
Skills
Capital Markets, Derivatives, Financial Structuring, Loan Origination, Latin America, Valuation, Structured Finance, Equity Derivatives, Alternative Investments, Interest Rate..., Asset Managment, Emerging Markets, Options, Bonds, Fixed Income, Private Equity, Credit Derivatives, FX Options, Investment Banking, Securitization, Hedge Funds, Equities, High Yield, Prime Brokerage, Structured Products, Investments, Asset Management
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Master of Arts - International Affairs, International Finance and Business
El Colegio de México 1992 — 1996
B.A., International Affairs
Goldman Sachs August 2012 - Present
Credit Suisse (USA) LLC July 2005 - August 2012
Oppenheimer & Co. April 2005 - June 2005
Bear, Stearns & Co., Inc. January 2000 - March 2005
Skills
Capital Markets, Derivatives, Financial Structuring, Loan Origination, Latin America, Valuation, Structured Finance, Equity Derivatives, Alternative Investments, Interest Rate..., Asset Managment, Emerging Markets, Options, Bonds, Fixed Income, Private Equity, Credit Derivatives, FX Options, Investment Banking, Securitization, Hedge Funds, Equities, High Yield, Prime Brokerage, Structured Products, Investments, Asset Management
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Master of Arts - International Affairs, International Finance and Business
El Colegio de México 1992 — 1996
B.A., International Affairs
Josephine Abramonte's Bear, Stearns & Co. Inc. Experience 1987 - 1989
Job Project Specialist, Employee Benefits/Human Resources
Industry Utilities
Experience
ConEdison 2013 - Present
MullinTBG, a Prudential Company 2001 - 2011
Hartford Life Insurance Company 1995 - 2000
The Interpublic Group Of Companies 1989 - 1995
Bear, Stearns & Co., Inc. 1987 - 1989
Skills
Brokers, Employee Benefits, 401k, Retirement Planning, Insurance, Investments, Financial Services, Retirement, CRM, Relationship Management, Management, Strategic Financial..., Risk Management, Human Resources, Life Insurance, Employee Relations
Education
Baruch College 1986 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration/Marketing Management
ConEdison 2013 - Present
MullinTBG, a Prudential Company 2001 - 2011
Hartford Life Insurance Company 1995 - 2000
The Interpublic Group Of Companies 1989 - 1995
Bear, Stearns & Co., Inc. 1987 - 1989
Skills
Brokers, Employee Benefits, 401k, Retirement Planning, Insurance, Investments, Financial Services, Retirement, CRM, Relationship Management, Management, Strategic Financial..., Risk Management, Human Resources, Life Insurance, Employee Relations
Education
Baruch College 1986 — 1993
Bachelor of Business Administration (B.B.A.), Business Administration/Marketing Management
Jason Valdez's Bear, Stearns & Co. Inc. Experience October 1998 - March 2000
Job Managing Director, Head of Global Equity Trading
Industry Financial Services
Experience
Penserra Securities LLC April 2008 - Present
Rosenblatt Securities September 2005 - December 2009
Frank Russell Securities June 2003 - September 2005
Thomas Weisel Partners March 2000 - February 2003
Bear, Stearns & Co., Inc October 1998 - March 2000
Bear, Stearns & Co., Inc December 1996 - October 1998
Bear, Stearns & Co., Inc September 1995 - December 1996
Skills
Market Structure, Electronic Trading, Quantitative Analytics, Equities, Trading, Options, Series 7, Portfolio Management, Program Trading, Transition Management, Series 24, Trading Strategies, Technology, Financial Operations, Team Leadership, Business Development, Business Process..., Trading Systems, Traders, ETFs, Buy-side, Hedge Funds, Equity Trading, Securities
Education
University of California, Santa Barbara 1988 — 1992
BA
Penserra Securities LLC April 2008 - Present
Rosenblatt Securities September 2005 - December 2009
Frank Russell Securities June 2003 - September 2005
Thomas Weisel Partners March 2000 - February 2003
Bear, Stearns & Co., Inc October 1998 - March 2000
Bear, Stearns & Co., Inc December 1996 - October 1998
Bear, Stearns & Co., Inc September 1995 - December 1996
Skills
Market Structure, Electronic Trading, Quantitative Analytics, Equities, Trading, Options, Series 7, Portfolio Management, Program Trading, Transition Management, Series 24, Trading Strategies, Technology, Financial Operations, Team Leadership, Business Development, Business Process..., Trading Systems, Traders, ETFs, Buy-side, Hedge Funds, Equity Trading, Securities
Education
University of California, Santa Barbara 1988 — 1992
BA
Hilary Lynch's Bear, Stearns & Co. Inc. Experience December 1991 - May 2009
Job Director, Technology, Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners June 2009 - Present
Bear, Stearns & Co., Inc. December 1991 - May 2009
Skills
Fixed Income, Investment Banking, Hedge Funds, Forecasting, Program Management, Vendor Management, Equities, Mergers & Acquisitions, Management, Trading Systems
Education
Union College
MBA
Union College
BS, Biology, English
Guggenheim Partners June 2009 - Present
Bear, Stearns & Co., Inc. December 1991 - May 2009
Skills
Fixed Income, Investment Banking, Hedge Funds, Forecasting, Program Management, Vendor Management, Equities, Mergers & Acquisitions, Management, Trading Systems
Education
Union College
MBA
Union College
BS, Biology, English
Amanda M. Dargie's Bear, Stearns & Co. Inc. Experience October 2006 - March 2008
Job Business Management Specialist at J.P. Morgan Securities LLC
Industry Financial Services
Experience
J.P. Morgan Securities LLC February 2014 - Present
J.P. Morgan Securities LLC March 2008 - February 2014
Bear Stearns & Co., Inc October 2006 - March 2008
Education
Saint Michael's College 2002 — 2006
Bachelors of Science, Mathematics
Suffolk University 2010 — 2012
Certificate, Financial Planning
J.P. Morgan Securities LLC February 2014 - Present
J.P. Morgan Securities LLC March 2008 - February 2014
Bear Stearns & Co., Inc October 2006 - March 2008
Education
Saint Michael's College 2002 — 2006
Bachelors of Science, Mathematics
Suffolk University 2010 — 2012
Certificate, Financial Planning
Stephen A. Cook's Bear, Stearns & Co. Inc. Experience 1998 - 1999
Job Managment & Financial Services Executive
Industry Financial Services
Experience
Kisco Management Corp. 2008 - 2009
CAI managers & Co., L.P. 2004 - 2007
Ripplewood Holdings LLC 2000 - 2004
Chase Securities Inc. 1994 - 2000
Bear, Stearns & Co., Inc. 1998 - 1999
Rabobank Nederland 1989 - 1994
Salomon Brothers Inc. 1976 - 1987
Skills
Corporate Finance, Management, Equities, Mergers & Acquisitions, Private Equity, Investments, Strategic Planning, Investment Banking, Venture Capital, Alternative Investments, Financial Modeling, Investor Relations, Capital Markets, Asset Management, Fundraising, Series 7, Wealth Management, Negotiation, Hedge Funds, Portfolio Management, Valuation
Education
Harvard Business School 1974 — 1976
MBA, Finance
University of Pennsylvania 1965 — 1968
B.A., Economics
Pomfret School 1960 — 1964
Kisco Management Corp. 2008 - 2009
CAI managers & Co., L.P. 2004 - 2007
Ripplewood Holdings LLC 2000 - 2004
Chase Securities Inc. 1994 - 2000
Bear, Stearns & Co., Inc. 1998 - 1999
Rabobank Nederland 1989 - 1994
Salomon Brothers Inc. 1976 - 1987
Skills
Corporate Finance, Management, Equities, Mergers & Acquisitions, Private Equity, Investments, Strategic Planning, Investment Banking, Venture Capital, Alternative Investments, Financial Modeling, Investor Relations, Capital Markets, Asset Management, Fundraising, Series 7, Wealth Management, Negotiation, Hedge Funds, Portfolio Management, Valuation
Education
Harvard Business School 1974 — 1976
MBA, Finance
University of Pennsylvania 1965 — 1968
B.A., Economics
Pomfret School 1960 — 1964
Naresh Agarwal's Bear, Stearns & Co. Inc. Experience 2003 - 2008
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon February 2010 - Present
Credit Suisse July 2009 - January 2010
Western Asset Management March 2008 - March 2009
Bear Stearns Asset Management June 2003 - February 2008
Bear Stearns & Co. Inc 2003 - 2008
Citigroup October 2000 - August 2002
i-flex solutions June 1988 - September 2000
Skills
Risk Management, Analysis, Project Management, SDLC, Project Delivery, Business Analysis, Treasury, Requirements Analysis, Banking, Vendor Management, Capital Markets, Financial Services, Market Risk, Fixed Income, Bonds
Education
Institute of Chartered Accountants of India 1977 — 1980
ACA, Accountancy, Auditing, Financial Management
Delhi University 1971 — 1974
BS, Chemistry
BNY Mellon February 2010 - Present
Credit Suisse July 2009 - January 2010
Western Asset Management March 2008 - March 2009
Bear Stearns Asset Management June 2003 - February 2008
Bear Stearns & Co. Inc 2003 - 2008
Citigroup October 2000 - August 2002
i-flex solutions June 1988 - September 2000
Skills
Risk Management, Analysis, Project Management, SDLC, Project Delivery, Business Analysis, Treasury, Requirements Analysis, Banking, Vendor Management, Capital Markets, Financial Services, Market Risk, Fixed Income, Bonds
Education
Institute of Chartered Accountants of India 1977 — 1980
ACA, Accountancy, Auditing, Financial Management
Delhi University 1971 — 1974
BS, Chemistry
Selwyn D'Souza's Bear, Stearns & Co. Inc. Experience 1996 - 2007
Job Senior Software Engineer at Computer Task Group
Industry Information Technology and Services
Experience
Computer Task Group April 2012 - Present
Brandon Consulting Associates, Inc. August 2010 - Present
Computer Management USA July 2008 - October 2009
Bear Stearns & Co., Inc 1996 - 2007
Global Computer Associates February 1996 - June 1996
Information Resources Incorporated October 1992 - February 1996
Towne Oller-IRI October 1991 - October 1992
Data Basics Incorporated July 1988 - August 1991
Hoechst India Limited November 1984 - January 1986
Skills
.NET, Market Research, Electronic Trading, Oracle, Integration, Business Analysis, Web Services, Quality Assurance, Software Development, Low Latency, Technical Recruiting, IBM iSeries, COBOL, Solution Architecture, Requirements Analysis, C++, Information Technology, Risk Management, Applicant Tracking..., Exchange Connectivity, Agile Methodologies, Sourcing, Testing, Sybase, SOA, Windows, Recruiting, IBM AS/400, Unix, Microsoft SQL Server, Java, SDLC, SQL, Business Intelligence, Trading Systems, Software Project..., Perl, DB2, Talent Acquisition, Enterprise Architecture, Databases, Java Enterprise Edition, Operating Systems, Software Documentation, C#, Disaster Recovery, Vendor Management, Market Data, PMP, Resource Management
Education
The Chubb Institute 1987 — 1987
Computer Programming and Data Processing.
New York Institute of Technology 1986 — 1987
Computer Science
The International University 1983 — 1984
BS, Computer Science
St. Xavier's College 1981 — 1983
MSc, Organic Chemistry
Jnana Deepa Vidhyapith 1975 — 1977
BPh, Philosophy
Computer Task Group April 2012 - Present
Brandon Consulting Associates, Inc. August 2010 - Present
Computer Management USA July 2008 - October 2009
Bear Stearns & Co., Inc 1996 - 2007
Global Computer Associates February 1996 - June 1996
Information Resources Incorporated October 1992 - February 1996
Towne Oller-IRI October 1991 - October 1992
Data Basics Incorporated July 1988 - August 1991
Hoechst India Limited November 1984 - January 1986
Skills
.NET, Market Research, Electronic Trading, Oracle, Integration, Business Analysis, Web Services, Quality Assurance, Software Development, Low Latency, Technical Recruiting, IBM iSeries, COBOL, Solution Architecture, Requirements Analysis, C++, Information Technology, Risk Management, Applicant Tracking..., Exchange Connectivity, Agile Methodologies, Sourcing, Testing, Sybase, SOA, Windows, Recruiting, IBM AS/400, Unix, Microsoft SQL Server, Java, SDLC, SQL, Business Intelligence, Trading Systems, Software Project..., Perl, DB2, Talent Acquisition, Enterprise Architecture, Databases, Java Enterprise Edition, Operating Systems, Software Documentation, C#, Disaster Recovery, Vendor Management, Market Data, PMP, Resource Management
Education
The Chubb Institute 1987 — 1987
Computer Programming and Data Processing.
New York Institute of Technology 1986 — 1987
Computer Science
The International University 1983 — 1984
BS, Computer Science
St. Xavier's College 1981 — 1983
MSc, Organic Chemistry
Jnana Deepa Vidhyapith 1975 — 1977
BPh, Philosophy
julian evans's Bear, Stearns & Co. Inc. Experience October 1994 - August 1997
Job
Industry Financial Services
Experience
Freedom Mortgage Corporation April 2013 - Present
Deutsche Asset Management May 2004 - September 2012
TimesSquare Capital Management August 1999 - April 2004
BEAR, STEARNS & CO., INC. October 1994 - August 1997
Skills
Portfolio Management, Structured Products, Finance, Analysis, Insurance, Valuation, Financial Modeling, Asset Allocation, Private Equity, Financial Analysis, Investments, Alternative Investments, Hedge Funds, Fixed Income, Due Diligence, Capital Markets, Asset Managment, Investment Management, Trading, MBS, ABS, Bonds, CMBS, Structured Finance, Asset Management, Credit, Bloomberg, Equities, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance, International Business
Trinity College-Hartford 1988 — 1992
The Nichols School 1984 — 1988
Freedom Mortgage Corporation April 2013 - Present
Deutsche Asset Management May 2004 - September 2012
TimesSquare Capital Management August 1999 - April 2004
BEAR, STEARNS & CO., INC. October 1994 - August 1997
Skills
Portfolio Management, Structured Products, Finance, Analysis, Insurance, Valuation, Financial Modeling, Asset Allocation, Private Equity, Financial Analysis, Investments, Alternative Investments, Hedge Funds, Fixed Income, Due Diligence, Capital Markets, Asset Managment, Investment Management, Trading, MBS, ABS, Bonds, CMBS, Structured Finance, Asset Management, Credit, Bloomberg, Equities, Equity Research
Education
University of Michigan - Stephen M. Ross School of Business 1997 — 1999
MBA, Finance, International Business
Trinity College-Hartford 1988 — 1992
The Nichols School 1984 — 1988
Jason Gurda's Bear, Stearns & Co. Inc. Experience October 2002 - May 2008
Job Equity Research Analyst Healthcare Services at KeyBanc Capital Markets
Industry Financial Services
Experience
KeyBanc Capital Markets June 2013 - Present
Leerink Swann June 2008 - May 2013
Bear Stearns & Co. Inc October 2002 - May 2008
Gruntal & Co August 1999 - October 2001
Prudential Securities June 1998 - August 1999
Skills
Competitive Analysis, Equity Valuation, Asset Management, Portfolio Management, Alternative Investments, Series 63, Trading, Financial Analysis, Mutual Funds, Forecasting, Investment Strategies, Risk Management, Capital Markets, Corporate Finance, Equities, Hedge Funds, Equity Research, Financial Modeling
Education
Oswego State University 1990 — 1994
Bachelor of Arts, Economics
State University of New York College at Oswego 1990 — 1994
Bachelor's degree, Economics
KeyBanc Capital Markets June 2013 - Present
Leerink Swann June 2008 - May 2013
Bear Stearns & Co. Inc October 2002 - May 2008
Gruntal & Co August 1999 - October 2001
Prudential Securities June 1998 - August 1999
Skills
Competitive Analysis, Equity Valuation, Asset Management, Portfolio Management, Alternative Investments, Series 63, Trading, Financial Analysis, Mutual Funds, Forecasting, Investment Strategies, Risk Management, Capital Markets, Corporate Finance, Equities, Hedge Funds, Equity Research, Financial Modeling
Education
Oswego State University 1990 — 1994
Bachelor of Arts, Economics
State University of New York College at Oswego 1990 — 1994
Bachelor's degree, Economics
Alison McBreen's Bear, Stearns & Co. Inc. Experience December 2006 - May 2008
Job Operations Specialist at Good Eggs
Industry Consumer Goods
Experience
Good Eggs November 2013 - May 2015
Trader Joe's June 2012 - November 2013
Trader Joe's January 2009 - June 2012
Bridge Urban Winery May 2008 - July 2009
Bear Stearns & Co. Inc December 2006 - May 2008
Skills
Customer Service, Management, Leadership, Marketing, Sales, Payroll, Employee Relations, Social Networking, Public Speaking, Research
Education
New York University 2009 — 2011
Master's of Arts, Food Studies
Smith College 2001 — 2005
B.A, Religion & Biblical Literature
Antioch College 2004 — 2004
Buddhist Studies
University of Wisconsin 2004 — 2004
Hindi Language
Smith College 2003 — 2003
Bachelor of Arts (BA), Religion/Religious Studies
Good Eggs November 2013 - May 2015
Trader Joe's June 2012 - November 2013
Trader Joe's January 2009 - June 2012
Bridge Urban Winery May 2008 - July 2009
Bear Stearns & Co. Inc December 2006 - May 2008
Skills
Customer Service, Management, Leadership, Marketing, Sales, Payroll, Employee Relations, Social Networking, Public Speaking, Research
Education
New York University 2009 — 2011
Master's of Arts, Food Studies
Smith College 2001 — 2005
B.A, Religion & Biblical Literature
Antioch College 2004 — 2004
Buddhist Studies
University of Wisconsin 2004 — 2004
Hindi Language
Smith College 2003 — 2003
Bachelor of Arts (BA), Religion/Religious Studies
A.J. Rice's Bear, Stearns & Co. Inc. Experience March 1996 - January 1999
Job Managing Director, Equity Research at UBS
Industry Financial Services
Experience
UBS April 2012 - Present
Susquehanna Financial Group February 2010 - March 2012
Pomeroy Capital September 2006 - February 2010
MERRILL LYNCH & CO. February 1999 - August 2006
Bear, Stearns & Co., Inc. March 1996 - January 1999
CS First Boston April 1995 - February 1996
J.P. Morgan January 1987 - April 1995
Skills
Equity Research, Stock Picking, Equities, Equity Valuation, Hedge Funds, Equity Underwriting, Private Equity, Healthcare, Mergers, Corporate Finance, Financial Accounting, Alternative Investments, Bloomberg, Capital Markets, Fixed Income, Investments, Mergers, Valuation, Venture Capital, Trading, Portfolio Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance/Accounting
University of Virginia 1976 — 1980
BA, Economics
UBS April 2012 - Present
Susquehanna Financial Group February 2010 - March 2012
Pomeroy Capital September 2006 - February 2010
MERRILL LYNCH & CO. February 1999 - August 2006
Bear, Stearns & Co., Inc. March 1996 - January 1999
CS First Boston April 1995 - February 1996
J.P. Morgan January 1987 - April 1995
Skills
Equity Research, Stock Picking, Equities, Equity Valuation, Hedge Funds, Equity Underwriting, Private Equity, Healthcare, Mergers, Corporate Finance, Financial Accounting, Alternative Investments, Bloomberg, Capital Markets, Fixed Income, Investments, Mergers, Valuation, Venture Capital, Trading, Portfolio Management, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance/Accounting
University of Virginia 1976 — 1980
BA, Economics
Youki Yasuda's Bear, Stearns & Co. Inc. Experience 1999 - 2002
Job Managing Member, Yonsei Capital Management, LLC
Industry Financial Services
Experience
Yonsei Capital Management, LLC October 2007 - March 2012
Fitzpatrick Capital November 2004 - June 2008
Pioneer Management Co. January 2003 - July 2004
Bear, Stearns & Co. Inc 1999 - 2002
Education
University of California, Berkeley 1995 — 1999
Yonsei Capital Management, LLC October 2007 - March 2012
Fitzpatrick Capital November 2004 - June 2008
Pioneer Management Co. January 2003 - July 2004
Bear, Stearns & Co. Inc 1999 - 2002
Education
University of California, Berkeley 1995 — 1999
Nicole Lupo's Bear, Stearns & Co. Inc. Experience August 2002 - June 2003
Job Vice President, Client Service at Shenkman Capital Management
Industry Investment Management
Experience
Shenkman Capital Management March 2005 - Present
Shenkman Capital Management June 2003 - March 2005
Bear, Stearns & Co., Inc. August 2002 - June 2003
UBS PaineWebber, Inc. July 2001 - August 2002
Skills
Mutual Funds
Education
Fairfield University 1997 — 2001
Bachelor of Science (B.S.), Marketing
Shenkman Capital Management March 2005 - Present
Shenkman Capital Management June 2003 - March 2005
Bear, Stearns & Co., Inc. August 2002 - June 2003
UBS PaineWebber, Inc. July 2001 - August 2002
Skills
Mutual Funds
Education
Fairfield University 1997 — 2001
Bachelor of Science (B.S.), Marketing
Daniel Glatter's Bear, Stearns & Co. Inc. Experience July 2005 - July 2008
Job Deputy General Counsel & General Counsel/Secretary
Industry Financial Services
Experience
GFI Group Inc./GFI Swaps Exchange LLC July 2010 - Present
NYSE Liffe- The New York Stock Exchange July 2009 - July 2010
Financial Services March 2009 - June 2009
Virtu Financial LLC August 2008 - March 2009
Bear, Stearns & Co., Inc. July 2005 - July 2008
Societe Generale - SG Cowen & Co, September 2004 - July 2005
Merrill Lynch March 2000 - August 2004
Skills
Policy, Derivatives, Litigation, Hedge Funds, Securities, Equities, Swaps, Options, Electronic Trading, FINRA, Prime Brokerage, Fixed Income, Commodity, FX Options, Trading
Education
Hofstra University School of Law 1996 — 1999
Doctor of Law (JD)
Binghamton University 1992 — 1996
GFI Group Inc./GFI Swaps Exchange LLC July 2010 - Present
NYSE Liffe- The New York Stock Exchange July 2009 - July 2010
Financial Services March 2009 - June 2009
Virtu Financial LLC August 2008 - March 2009
Bear, Stearns & Co., Inc. July 2005 - July 2008
Societe Generale - SG Cowen & Co, September 2004 - July 2005
Merrill Lynch March 2000 - August 2004
Skills
Policy, Derivatives, Litigation, Hedge Funds, Securities, Equities, Swaps, Options, Electronic Trading, FINRA, Prime Brokerage, Fixed Income, Commodity, FX Options, Trading
Education
Hofstra University School of Law 1996 — 1999
Doctor of Law (JD)
Binghamton University 1992 — 1996
Michele Carr's Bear, Stearns & Co. Inc. Experience 2007 - March 2009
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2011 - Present
Bear Stearns & Co. Inc 2007 - March 2009
JP Morgan 1997 - 2007
JPMorgan Chase 1997 - 2007
JPMorganChase Bank 1997 - 2007
Merrill Lynch July 1994 - July 1997
Skills
Derivatives, Equity Derivatives, Fixed Income, Hedge Funds, ISDA, Management, Leadership, Middle Office, Alternative Investments, Bloomberg, Capital Markets, Credit Derivatives, Electronic Trading, Equities, FX Options, Finance, Financial Services, Interest Rate..., Investment Banking, Marketing, Operational Risk, Options, Prime Brokerage, Project Management, Securities, Series 63, Software Documentation, Structured Products, Swaps, Training
Education
Fairfield University 1991 — 1994
BS, Finance
JPMorgan Chase February 2011 - Present
Bear Stearns & Co. Inc 2007 - March 2009
JP Morgan 1997 - 2007
JPMorgan Chase 1997 - 2007
JPMorganChase Bank 1997 - 2007
Merrill Lynch July 1994 - July 1997
Skills
Derivatives, Equity Derivatives, Fixed Income, Hedge Funds, ISDA, Management, Leadership, Middle Office, Alternative Investments, Bloomberg, Capital Markets, Credit Derivatives, Electronic Trading, Equities, FX Options, Finance, Financial Services, Interest Rate..., Investment Banking, Marketing, Operational Risk, Options, Prime Brokerage, Project Management, Securities, Series 63, Software Documentation, Structured Products, Swaps, Training
Education
Fairfield University 1991 — 1994
BS, Finance
Kathleen Cavallo's Bear, Stearns & Co. Inc. Experience 1970 - 2008
Job Human Resources Professional
Industry Human Resources
Experience
Bear, Stearns & Co., Inc. 1970 - 2008
Bear Stearns 1970 - 2008
Bear Stearns, A J.P. Morgan Company 1970 - 2008
The Bear Stearns Companies, Inc. 1970 - 2008
Skills
Talent Management, Performance Management, Onboarding, Employee Relations, Human Resources, Vendor Management, Talent Acquisition, Management, Deferred Compensation, Employee Benefits, PeopleSoft, Employee Engagement, Executive Management, Training, Financial Services, HRIS, Change Management, Executive Search, Process Improvement, Mergers & Acquisitions, Securities, Fixed Income, Series 7
Education
Pace University - Lubin School of Business 1980 — 1989
BBA, Business/Human Resources
Bear, Stearns & Co., Inc. 1970 - 2008
Bear Stearns 1970 - 2008
Bear Stearns, A J.P. Morgan Company 1970 - 2008
The Bear Stearns Companies, Inc. 1970 - 2008
Skills
Talent Management, Performance Management, Onboarding, Employee Relations, Human Resources, Vendor Management, Talent Acquisition, Management, Deferred Compensation, Employee Benefits, PeopleSoft, Employee Engagement, Executive Management, Training, Financial Services, HRIS, Change Management, Executive Search, Process Improvement, Mergers & Acquisitions, Securities, Fixed Income, Series 7
Education
Pace University - Lubin School of Business 1980 — 1989
BBA, Business/Human Resources
Andrew J Poggi's Bear, Stearns & Co. Inc. Experience January 1998 - January 2008
Job Vice President at Brown Brothers Harriman
Industry Computer Software
Experience
Brown Brothers Harriman May 2015 - Present
Citi Bank October 2013 - Present
Marathon Data Systems, LLC February 2013 - October 2013
JP Morgan Chase October 2010 - April 2012
RBS Greenwich Capital March 2010 - November 2010
JP Morgan Chase/Bear, Stearns January 1998 - January 2009
Bear Stearns & Co. Inc January 1998 - January 2008
William Scott & Co January 1996 - January 1998
Self-Employed January 1995 - January 1996
Bear Stearns & Co. Inc January 1982 - January 1995
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Electronic Trading, Series 7, Trading, Options, Commodity, Equity Derivatives, Securities, Structured Products, Bonds, Prime Brokerage, Capital Markets, Risk Management, Trading Systems, Management, Investment Banking, Bloomberg, Alternative Investments, Banking, Business Analysis, Equity Trading, FX Options, Financial Markets, Financial Risk, Financial Services, Market Data, Middle Office
Education
Cornell University
Public speaking
NYU
English
Wagner College
Brown Brothers Harriman May 2015 - Present
Citi Bank October 2013 - Present
Marathon Data Systems, LLC February 2013 - October 2013
JP Morgan Chase October 2010 - April 2012
RBS Greenwich Capital March 2010 - November 2010
JP Morgan Chase/Bear, Stearns January 1998 - January 2009
Bear Stearns & Co. Inc January 1998 - January 2008
William Scott & Co January 1996 - January 1998
Self-Employed January 1995 - January 1996
Bear Stearns & Co. Inc January 1982 - January 1995
Skills
Hedge Funds, Fixed Income, Equities, Derivatives, Electronic Trading, Series 7, Trading, Options, Commodity, Equity Derivatives, Securities, Structured Products, Bonds, Prime Brokerage, Capital Markets, Risk Management, Trading Systems, Management, Investment Banking, Bloomberg, Alternative Investments, Banking, Business Analysis, Equity Trading, FX Options, Financial Markets, Financial Risk, Financial Services, Market Data, Middle Office
Education
Cornell University
Public speaking
NYU
English
Wagner College
Dawn Caputo's Bear, Stearns & Co. Inc. Experience December 1995 - June 2008
Job Manging Director, Bear Stearns
Industry Financial Services
Experience
JP Morgan Chase/Bear Stearns & Co. June 2008 - January 2009
Bear, Stearns & Co. Inc December 1995 - June 2008
Coopers and Lybrand September 1993 - December 1995
Education
University at Albany, SUNY 1991 — 1993
Bachelor, Accounting
JP Morgan Chase/Bear Stearns & Co. June 2008 - January 2009
Bear, Stearns & Co. Inc December 1995 - June 2008
Coopers and Lybrand September 1993 - December 1995
Education
University at Albany, SUNY 1991 — 1993
Bachelor, Accounting
Dawn Oram's Bear, Stearns & Co. Inc. Experience September 2002 - June 2008
Job Senior Vice President Human Resources North America Region at MasterCard
Industry Information Technology and Services
Experience
MasterCard August 2013 - Present
MasterCard September 2012 - July 2013
MasterCard June 2008 - September 2012
Bear, Stearns & Co. Inc September 2002 - June 2008
A. B. Watley Group Inc. August 1999 - September 2002
Sullivan & Company June 1998 - August 1999
CIBC Oppenheimer Corporation February 1997 - June 1998
Cowen & Company October 1995 - February 1997
BHCM Inc May 1995 - October 1995
First Albany Corporation July 1993 - May 1995
Skills
Employee Relations, Employee Management, Employee Benefits, Organizational..., Organizational Structure, Organizational..., Organizational Behavior, Performance Management, Performance Improvement, Global Human Resources..., Strategic Human..., Human Resources, Human Resource Planning, Financial Services, Wall Street, Talent Acquisition, Talent Management, Employee Handbooks, Employee Training, Employee Recognition, Employee Engagement, Compensation & Benefit, Global Immigration, Immigration Issues, Change Management, Culture Change, Policy Writing, Employment Law, Crisis Management, due diligence
Education
Villanova University 2013 — 2014
Master of Science (M.S.), Human Resource Development
University at Buffalo 1985 — 1990
B.A., Sociology
MasterCard August 2013 - Present
MasterCard September 2012 - July 2013
MasterCard June 2008 - September 2012
Bear, Stearns & Co. Inc September 2002 - June 2008
A. B. Watley Group Inc. August 1999 - September 2002
Sullivan & Company June 1998 - August 1999
CIBC Oppenheimer Corporation February 1997 - June 1998
Cowen & Company October 1995 - February 1997
BHCM Inc May 1995 - October 1995
First Albany Corporation July 1993 - May 1995
Skills
Employee Relations, Employee Management, Employee Benefits, Organizational..., Organizational Structure, Organizational..., Organizational Behavior, Performance Management, Performance Improvement, Global Human Resources..., Strategic Human..., Human Resources, Human Resource Planning, Financial Services, Wall Street, Talent Acquisition, Talent Management, Employee Handbooks, Employee Training, Employee Recognition, Employee Engagement, Compensation & Benefit, Global Immigration, Immigration Issues, Change Management, Culture Change, Policy Writing, Employment Law, Crisis Management, due diligence
Education
Villanova University 2013 — 2014
Master of Science (M.S.), Human Resource Development
University at Buffalo 1985 — 1990
B.A., Sociology
Ava Booth's Bear, Stearns & Co. Inc. Experience June 2006 - February 2009
Job Consultant at RGP
Industry Financial Services
Experience
International Market Recruiters June 2013 - September 2013
Axelon Services Corp. February 2011 - June 2012
Bear Stearns & Co. Inc June 2006 - February 2009
Citigroup June 1993 - June 2006
Skills
Account Reconciliation, Variance Analysis, Financial Analysis, Financial Reporting, Financial Accounting, Risk Management, Project Management, Internal Audit, Business Analysis, Regulatory Reporting, Portfolio Management, Interest Control, Interest Calculation, Problem Solving, Process Improvement, Ability to make sound..., Excellent organization..., Motivated and positive..., Easily Adaptable, Outstanding..., Microsoft Excel..., Microsoft Office, Visio, Tax Preparation, Trial Balance, SAP, Finance, Analysis
Education
Bloomfield College
Bachelor of Science, Accounting
International Market Recruiters June 2013 - September 2013
Axelon Services Corp. February 2011 - June 2012
Bear Stearns & Co. Inc June 2006 - February 2009
Citigroup June 1993 - June 2006
Skills
Account Reconciliation, Variance Analysis, Financial Analysis, Financial Reporting, Financial Accounting, Risk Management, Project Management, Internal Audit, Business Analysis, Regulatory Reporting, Portfolio Management, Interest Control, Interest Calculation, Problem Solving, Process Improvement, Ability to make sound..., Excellent organization..., Motivated and positive..., Easily Adaptable, Outstanding..., Microsoft Excel..., Microsoft Office, Visio, Tax Preparation, Trial Balance, SAP, Finance, Analysis
Education
Bloomfield College
Bachelor of Science, Accounting
Barbara Johnston's Bear, Stearns & Co. Inc. Experience March 1987 - June 2008
Job Credit/Financial Services Professional
Industry Capital Markets
Experience
Royal Bank of Scotland Stamford, Ct. April 2010 - February 2015
J.P. MORGAN SECURITIES June 2008 - March 2009
BEAR STEARNS & CO. INC March 1987 - June 2008
Bear Stearns & Co. March 1987 - October 1993
SMITH BARNEY, HARRIS UPHAM & CO, INC October 1984 - March 1987
PRUDENTIAL SECURITIES, INC May 1980 - October 1984
METROPOLITAN SAVINGS BANK July 1977 - May 1980
Skills
Credit Administration, Documentation, Data Integrity, Credit Operations, Credit Risk, Credit, Operational Risk, Capital Markets, Back Office, Fixed Income, KYC, Compliance, Equities, Software Documentation, Credit Analysis, Financial Risk, Due Diligence, Risk Management, Prime Brokerage, Trading, Hedge Funds, Financial Services, Executive Management, Financial Markets, Investments, Securities, Alternative Investments, Structured Finance, Mutual Funds, Analysis, Asset Management, Bonds, Portfolio Management, Banking, FX Options, Operational Risk..., Middle Office, Emerging Markets, Finance, AML, Management, Market Risk
Education
St. Francis College (Evening Division) 1976 — 1983
B.S, Business Management
Long Island University, Brooklyn Campus
business mgmt
Royal Bank of Scotland Stamford, Ct. April 2010 - February 2015
J.P. MORGAN SECURITIES June 2008 - March 2009
BEAR STEARNS & CO. INC March 1987 - June 2008
Bear Stearns & Co. March 1987 - October 1993
SMITH BARNEY, HARRIS UPHAM & CO, INC October 1984 - March 1987
PRUDENTIAL SECURITIES, INC May 1980 - October 1984
METROPOLITAN SAVINGS BANK July 1977 - May 1980
Skills
Credit Administration, Documentation, Data Integrity, Credit Operations, Credit Risk, Credit, Operational Risk, Capital Markets, Back Office, Fixed Income, KYC, Compliance, Equities, Software Documentation, Credit Analysis, Financial Risk, Due Diligence, Risk Management, Prime Brokerage, Trading, Hedge Funds, Financial Services, Executive Management, Financial Markets, Investments, Securities, Alternative Investments, Structured Finance, Mutual Funds, Analysis, Asset Management, Bonds, Portfolio Management, Banking, FX Options, Operational Risk..., Middle Office, Emerging Markets, Finance, AML, Management, Market Risk
Education
St. Francis College (Evening Division) 1976 — 1983
B.S, Business Management
Long Island University, Brooklyn Campus
business mgmt
Kim Griffiths's Bear, Stearns & Co. Inc. Experience January 1990 - January 2000
Job
Industry Financial Services
Experience
Markets Group October 2012 - Present
IIRUSA GAIM USA September 2010 - April 2012
Terrapinn January 2007 - April 2008
Information Management Network October 2003 - October 2006
JP Morgan & Co January 2000 - May 2002
Bear Stearns & Co., Inc January 1990 - January 2000
Skills
Business Development,...
Education
Saint John's University
Business Marketing
Markets Group October 2012 - Present
IIRUSA GAIM USA September 2010 - April 2012
Terrapinn January 2007 - April 2008
Information Management Network October 2003 - October 2006
JP Morgan & Co January 2000 - May 2002
Bear Stearns & Co., Inc January 1990 - January 2000
Skills
Business Development,...
Education
Saint John's University
Business Marketing
Jerry Serowik's Bear, Stearns & Co. Inc. Experience July 2003 - June 2008
Job Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities November 2009 - Present
Dahlman Rose & Co. June 2008 - October 2009
Bear, Stearns & Co., Inc. July 2003 - June 2008
Education
Columbia University in the City of New York 1999 — 2003
BA, Economics
Wells Fargo Securities November 2009 - Present
Dahlman Rose & Co. June 2008 - October 2009
Bear, Stearns & Co., Inc. July 2003 - June 2008
Education
Columbia University in the City of New York 1999 — 2003
BA, Economics
Brian Vanselow's Bear, Stearns & Co. Inc. Experience June 2001 - July 2008
Job Executive Director at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. October 2014 - Present
CRT Capital Group June 2013 - October 2014
Sandler O'Neill April 2011 - June 2013
Guggenheim Capital Markets July 2008 - May 2010
Bear Stearns & Co. Inc June 2001 - July 2008
Martin Progressive September 1999 - May 2001
Morgan Stanley Wealth Management July 1998 - September 1999
Skills
Fixed Income, Series 7, Series 63, Structured Finance, MBS, ABS, Bonds, Insurance, Bloomberg Terminal, Investments, Capital Markets, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Finance, Securities
Education
Southern Illinois University, Carbondale 1995 — 1998
Bachelor Science, Business Administration-Management
Mizuho Securities USA Inc. October 2014 - Present
CRT Capital Group June 2013 - October 2014
Sandler O'Neill April 2011 - June 2013
Guggenheim Capital Markets July 2008 - May 2010
Bear Stearns & Co. Inc June 2001 - July 2008
Martin Progressive September 1999 - May 2001
Morgan Stanley Wealth Management July 1998 - September 1999
Skills
Fixed Income, Series 7, Series 63, Structured Finance, MBS, ABS, Bonds, Insurance, Bloomberg Terminal, Investments, Capital Markets, Hedge Funds, Bloomberg, Alternative Investments, Asset Management, Finance, Securities
Education
Southern Illinois University, Carbondale 1995 — 1998
Bachelor Science, Business Administration-Management
Mark Rossow's Bear, Stearns & Co. Inc. Experience 2007 - 2008
Job Experienced asset management attorney
Industry Law Practice
Experience
S-NETWORK GLOBAL INDEXES LLC January 2008 - Present
Bear Stearns Asset Management March 2007 - May 2008
Bear, Stearns & Co. Inc 2007 - 2008
KENMAR ADVISORY CORP January 2000 - January 2004
SNOW BECKER KRAUSS January 1998 - January 2000
AMON & SABATINI January 1994 - January 1998
BDO SEIDMAN January 1986 - January 1993
WEIL January 1985 - January 1986
SECURITIES AND EXCHANGE COMMISSION January 1983 - January 1985
Cadwalader Wickersham & Taft January 1978 - January 1983
Education
University of Michigan Law School 1975 — 1978
JD, Law
Syracuse University 1971 — 1975
A.B, Philosophy
S-NETWORK GLOBAL INDEXES LLC January 2008 - Present
Bear Stearns Asset Management March 2007 - May 2008
Bear, Stearns & Co. Inc 2007 - 2008
KENMAR ADVISORY CORP January 2000 - January 2004
SNOW BECKER KRAUSS January 1998 - January 2000
AMON & SABATINI January 1994 - January 1998
BDO SEIDMAN January 1986 - January 1993
WEIL January 1985 - January 1986
SECURITIES AND EXCHANGE COMMISSION January 1983 - January 1985
Cadwalader Wickersham & Taft January 1978 - January 1983
Education
University of Michigan Law School 1975 — 1978
JD, Law
Syracuse University 1971 — 1975
A.B, Philosophy
Jim Paladino's Bear, Stearns & Co. Inc. Experience February 1996 - August 1996
Job
Industry Financial Services
Experience
Tipp Hill Capital Managment April 2014 - Present
Gilman Hill Asset Management September 2013 - March 2014
Eagle Ridge Investment Managment LLC September 2008 - May 2012
US Trust October 1999 - May 2008
Langdon Street Capital September 1996 - May 1999
Bear Stearns & Co. Inc February 1996 - August 1996
Ladenburg Thalmann August 1993 - August 1996
DLJ February 1990 - March 1992
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Alternative Investments, Equity Research, Consulting, Options, Trading, Financial Modeling, Financial Risk, Investment Management, Investment Advisory, Financial Services, Financial Markets, Equity Trading, Electronic Trading
Education
Youngstown State University 1987 — 1989
MBA, Finance
Saint Vincent College 1983 — 1987
Bachelor of Science (BS), Economics
Seton Hill University
Seton Hill University
Seton Hill University
Tipp Hill Capital Managment April 2014 - Present
Gilman Hill Asset Management September 2013 - March 2014
Eagle Ridge Investment Managment LLC September 2008 - May 2012
US Trust October 1999 - May 2008
Langdon Street Capital September 1996 - May 1999
Bear Stearns & Co. Inc February 1996 - August 1996
Ladenburg Thalmann August 1993 - August 1996
DLJ February 1990 - March 1992
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Alternative Investments, Equity Research, Consulting, Options, Trading, Financial Modeling, Financial Risk, Investment Management, Investment Advisory, Financial Services, Financial Markets, Equity Trading, Electronic Trading
Education
Youngstown State University 1987 — 1989
MBA, Finance
Saint Vincent College 1983 — 1987
Bachelor of Science (BS), Economics
Seton Hill University
Seton Hill University
Seton Hill University
Patrick Dennehy's Bear, Stearns & Co. Inc. Experience January 1998 - August 2001
Job Property/Facilities Manager
Industry Real Estate
Experience
Cushman & Wakefield May 2007 - Present
Brookfield Financial Properties August 2001 - May 2007
Brookfield Properties September 2005 - April 2007
Property Management October 2002 - September 2005
Bear Stearns & Co. Inc January 1998 - August 2001
Skills
Microsoft Office, Facilities Management, Customer Relations, Excel, Property Management, Real Estate, Landlord, Purchase, Contractors, Supervisory Skills, Tenant, Leases, Retail, Construction, Contract Management, Asset Management, Contract Negotiation, Budgeting, Construction Management, Customer Service, Team Building, Strategic Planning, Problem Solving, Project Planning, Corporate Real Estate, Property, Budgets
Education
GBCI 2012 — 2012
Green Associate
New York University 2004 — 2006
Master of Science, Real Estate
New York University 2003 — 2005
Diploma, Building Construction Management
BOMA 2001 — 2004
RPA
Molloy College 1993 — 1996
BA, Liberal Arts
Cushman & Wakefield May 2007 - Present
Brookfield Financial Properties August 2001 - May 2007
Brookfield Properties September 2005 - April 2007
Property Management October 2002 - September 2005
Bear Stearns & Co. Inc January 1998 - August 2001
Skills
Microsoft Office, Facilities Management, Customer Relations, Excel, Property Management, Real Estate, Landlord, Purchase, Contractors, Supervisory Skills, Tenant, Leases, Retail, Construction, Contract Management, Asset Management, Contract Negotiation, Budgeting, Construction Management, Customer Service, Team Building, Strategic Planning, Problem Solving, Project Planning, Corporate Real Estate, Property, Budgets
Education
GBCI 2012 — 2012
Green Associate
New York University 2004 — 2006
Master of Science, Real Estate
New York University 2003 — 2005
Diploma, Building Construction Management
BOMA 2001 — 2004
RPA
Molloy College 1993 — 1996
BA, Liberal Arts
Jaweed Syed's Bear, Stearns & Co. Inc. Experience June 2007 - November 2007
Job CDR Software Engineer at Tangoe
Industry Information Technology and Services
Experience
Tangoe February 2013 - Present
Media Bank/Media Ocean December 2010 - May 2012
KISNET CORPORATION July 2009 - November 2010
BLUE CROSS BLUE SHIELD OF NORTH CAROLINA April 2008 - August 2008
SCHOLASTIC CORPORATION January 2008 - March 2008
BEAR STEARNS & CO. INC June 2007 - November 2007
ValueOptions February 2007 - June 2007
Bear Stearns & Co. Inc., NY April 2006 - November 2006
Kisnet Corporation, Katonah, NY September 2004 - March 2006
UNITED WAY OF TRI-STATE August 1999 - August 2004
Education
New York University
Diploma, Database Technology
Osmania University
Master of Business Administration (MBA)
Osmania University
Bachelor of Science (BS), Physical & Biological Sciences
Tangoe February 2013 - Present
Media Bank/Media Ocean December 2010 - May 2012
KISNET CORPORATION July 2009 - November 2010
BLUE CROSS BLUE SHIELD OF NORTH CAROLINA April 2008 - August 2008
SCHOLASTIC CORPORATION January 2008 - March 2008
BEAR STEARNS & CO. INC June 2007 - November 2007
ValueOptions February 2007 - June 2007
Bear Stearns & Co. Inc., NY April 2006 - November 2006
Kisnet Corporation, Katonah, NY September 2004 - March 2006
UNITED WAY OF TRI-STATE August 1999 - August 2004
Education
New York University
Diploma, Database Technology
Osmania University
Master of Business Administration (MBA)
Osmania University
Bachelor of Science (BS), Physical & Biological Sciences
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
Eric Blachno's Bear, Stearns & Co. Inc. Experience 1995 - 1998
Job Senior Financial Executive / CFO
Industry Internet
Experience
EIB Advisory Group 2009 - Present
Synacor 2007 - 2009
Eagle Broadband 2004 - 2006
Cascade Microtech 2003 - 2004
Luminent, Inc. 2000 - 2003
PMG Capital 1998 - 2000
Bear Stearns & Co., Inc 1995 - 1998
IBM 1986 - 1995
Education
Wharton School, University of Pennsylvania, Philadelphia, PA
MBA, Finance
Pace University
Master of Science (MS), Telecommuniactions
University of Florida
Bachelor of Science (BS) with High Honors, Computer Science
EIB Advisory Group 2009 - Present
Synacor 2007 - 2009
Eagle Broadband 2004 - 2006
Cascade Microtech 2003 - 2004
Luminent, Inc. 2000 - 2003
PMG Capital 1998 - 2000
Bear Stearns & Co., Inc 1995 - 1998
IBM 1986 - 1995
Education
Wharton School, University of Pennsylvania, Philadelphia, PA
MBA, Finance
Pace University
Master of Science (MS), Telecommuniactions
University of Florida
Bachelor of Science (BS) with High Honors, Computer Science
Elizabeth Padova Hanson's Bear, Stearns & Co. Inc. Experience 1989 - September 1999
Job Debt Capital Markets/Structured Finance Specialist
Industry Investment Banking
Experience
Barclays Capital December 2009 - 2010
RBS Greenwich Capital January 2008 - August 2009
ABN AMRO 2004 - 2008
Prudential Financial 2000 - 2001
Bear Stearns & Co. Inc 1989 - September 1999
Skills
ABS, MBS, Securitization, Structured Products, Structured Finance, Fixed Income, Capital Markets, Financial Structuring, Derivatives, Bonds, Financial Risk, Portfolio Management, Finance, Private Equity, Credit
Education
University of Richmond
Bachelor's degree, Economics
Barclays Capital December 2009 - 2010
RBS Greenwich Capital January 2008 - August 2009
ABN AMRO 2004 - 2008
Prudential Financial 2000 - 2001
Bear Stearns & Co. Inc 1989 - September 1999
Skills
ABS, MBS, Securitization, Structured Products, Structured Finance, Fixed Income, Capital Markets, Financial Structuring, Derivatives, Bonds, Financial Risk, Portfolio Management, Finance, Private Equity, Credit
Education
University of Richmond
Bachelor's degree, Economics
barbara konicke's Bear, Stearns & Co. Inc. Experience April 1997 - June 2005
Job Administrative Professional Financial Services
Industry Financial Services
Experience
New York Stock Exchange January 2010 - July 2010
CORE Staffing Services, Inc. 2006 - 2010
Trafelet Delta Funds April 2006 - April 2008
AllianceBernstein 2008 - 2008
American Management Association 2008 - 2008
Bear, Stearns & Co., Inc. April 1997 - June 2005
Furman Selz LLC 1994 - 1997
Smith Barney 1986 - 1991
Skills
Travel Arrangements, Outlook, Microsoft Excel, Administrative..., Hedge Funds, Access, Process Scheduler, Lotus Notes, Event Management, Editing, Marketing, Management, Office Management, Microsoft Word, Finance
Education
Queens College 1972 — 1976
BA, English
New York Stock Exchange January 2010 - July 2010
CORE Staffing Services, Inc. 2006 - 2010
Trafelet Delta Funds April 2006 - April 2008
AllianceBernstein 2008 - 2008
American Management Association 2008 - 2008
Bear, Stearns & Co., Inc. April 1997 - June 2005
Furman Selz LLC 1994 - 1997
Smith Barney 1986 - 1991
Skills
Travel Arrangements, Outlook, Microsoft Excel, Administrative..., Hedge Funds, Access, Process Scheduler, Lotus Notes, Event Management, Editing, Marketing, Management, Office Management, Microsoft Word, Finance
Education
Queens College 1972 — 1976
BA, English
Chris Loukas's Bear, Stearns & Co. Inc. Experience October 1998 - June 2008
Job President Tuckahoe Technologies
Industry Information Technology and Services
Experience
Tuckahoe Technologies September 2011 - Present
Network Dynamics 2011 - 2012
Bear Stearns October 1998 - June 2008
Bear Stearns & Co. Inc October 1998 - June 2008
DataVox Technologies May 1997 - October 1998
Smith Barney March 1994 - May 1997
R.M.J. Securities Corp November 1985 - March 1994
R.M.J. Securities January 1989 - February 1990
R.M.J. Securities August 1987 - January 1989
R.M.J. Securities January 1987 - August 1987
Skills
Vendor Management, Data Center, Disaster Recovery, Program Management, Infrastructure, Asset Managment, Team Building, Project Management, PMO, IT Strategy, Business Development, Outsourcing, Risk Management, Telecommunications, Software Documentation, Asset Management, Troubleshooting, Visio, MS Project, Technical Support, Hardware, Management, Networking, Databases, Leadership
Education
Kingsborough Community College 1983 — 1984
Marine Biology
Lafayette H.S. 1981 — 1983
Tuckahoe Technologies September 2011 - Present
Network Dynamics 2011 - 2012
Bear Stearns October 1998 - June 2008
Bear Stearns & Co. Inc October 1998 - June 2008
DataVox Technologies May 1997 - October 1998
Smith Barney March 1994 - May 1997
R.M.J. Securities Corp November 1985 - March 1994
R.M.J. Securities January 1989 - February 1990
R.M.J. Securities August 1987 - January 1989
R.M.J. Securities January 1987 - August 1987
Skills
Vendor Management, Data Center, Disaster Recovery, Program Management, Infrastructure, Asset Managment, Team Building, Project Management, PMO, IT Strategy, Business Development, Outsourcing, Risk Management, Telecommunications, Software Documentation, Asset Management, Troubleshooting, Visio, MS Project, Technical Support, Hardware, Management, Networking, Databases, Leadership
Education
Kingsborough Community College 1983 — 1984
Marine Biology
Lafayette H.S. 1981 — 1983
Greg Wilczek's Bear, Stearns & Co. Inc. Experience 2006 - 2008
Job Americas Travel Manager
Industry Management Consulting
Experience
Marsh & McLennan Companies, Inc. June 2008 - Present
Bear, Stearns & Co., Inc. 2006 - 2008
Carlson Wagonlit Travel 2004 - 2005
Maritz Travel Company 1995 - 2004
Skills
Hotels, Travel Management, Business Travel, Tourism, Sabre, Revenue Analysis, Hospitality, Account Management, Meeting Planning, Contract Negotiation, Incentives, Event Management, Online Travel, Travel Technology, Leadership, Sales, Negotiation, Management, Outsourcing, Marketing, Business Development
Education
Johnson & Wales University 1988 — 1992
Bachelor of Science, Marketing
The American School in London
Marsh & McLennan Companies, Inc. June 2008 - Present
Bear, Stearns & Co., Inc. 2006 - 2008
Carlson Wagonlit Travel 2004 - 2005
Maritz Travel Company 1995 - 2004
Skills
Hotels, Travel Management, Business Travel, Tourism, Sabre, Revenue Analysis, Hospitality, Account Management, Meeting Planning, Contract Negotiation, Incentives, Event Management, Online Travel, Travel Technology, Leadership, Sales, Negotiation, Management, Outsourcing, Marketing, Business Development
Education
Johnson & Wales University 1988 — 1992
Bachelor of Science, Marketing
The American School in London
Isaac Oh's Bear, Stearns & Co. Inc. Experience September 2001 - July 2002
Job Senior Manager at American Express
Industry Financial Services
Experience
AMERICAN EXPRESS COMPANY June 2008 - October 2012
AMERICAN EXPRESS COMPANY March 2006 - May 2008
AMERICAN EXPRESS COMPANY October 2004 - March 2006
AMERICAN EXPRESS COMPANY April 2003 - October 2004
AMERICAN EXPRESS COMPANY October 2002 - April 2003
BEAR, STEARNS & CO., INC September 2001 - July 2002
NYSSA 2000 - 2000
Education
Columbia Business School
Master of Business Administration (M.B.A.)
Leonard N. Stern School of Business
Bachelor of Science
AMERICAN EXPRESS COMPANY June 2008 - October 2012
AMERICAN EXPRESS COMPANY March 2006 - May 2008
AMERICAN EXPRESS COMPANY October 2004 - March 2006
AMERICAN EXPRESS COMPANY April 2003 - October 2004
AMERICAN EXPRESS COMPANY October 2002 - April 2003
BEAR, STEARNS & CO., INC September 2001 - July 2002
NYSSA 2000 - 2000
Education
Columbia Business School
Master of Business Administration (M.B.A.)
Leonard N. Stern School of Business
Bachelor of Science
Chris Rozzell's Bear, Stearns & Co. Inc. Experience 1998 - 2000
Job CoFounder, Wildcat Midstream Partners
Industry Oil & Energy
Experience
Wildcat Midstream Partners 2011 - Present
Regency Energy Partners, LP 2005 - 2010
TXU Corp. (now EFH/Luminant) 2000 - 2005
Bear, Stearns & Co. Inc 1998 - 2000
Education
Southern Methodist University
BBA, Finance
Wildcat Midstream Partners 2011 - Present
Regency Energy Partners, LP 2005 - 2010
TXU Corp. (now EFH/Luminant) 2000 - 2005
Bear, Stearns & Co. Inc 1998 - 2000
Education
Southern Methodist University
BBA, Finance
Mark Q. Davis's Bear, Stearns & Co. Inc. Experience May 1996 - August 1999
Job
Industry Investment Banking
Experience
Global Hunter Securities July 2011 - 2012
The Balloch Group / TBG Capital August 2007 - June 2011
Jefferies & Company, Inc February 2002 - August 2007
Donaldson, Lufkin & Jenrette / Credit Suisse August 1999 - July 2001
Bear Stearns & Co. Inc May 1996 - August 1999
Education
Dartmouth College - The Tuck School of Business Administration
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (B.A.)
Global Hunter Securities July 2011 - 2012
The Balloch Group / TBG Capital August 2007 - June 2011
Jefferies & Company, Inc February 2002 - August 2007
Donaldson, Lufkin & Jenrette / Credit Suisse August 1999 - July 2001
Bear Stearns & Co. Inc May 1996 - August 1999
Education
Dartmouth College - The Tuck School of Business Administration
Master of Business Administration (MBA)
University of Michigan
Bachelor of Arts (B.A.)
Tom Katz's Bear, Stearns & Co. Inc. Experience June 1997 - December 1999
Job Business Implementation Consultant at Ryan Associates
Industry Investment Management
Experience
Ryan Associates July 2010 - February 2012
Aurelius Capital Management LP February 2006 - December 2009
Agnos Group LP April 2004 - February 2006
Moore Capital Management May 2001 - April 2004
Weiss, Peck & Greer, LLC December 1999 - May 2001
Bear Stearns & Co. Inc June 1997 - December 1999
Skills
Microsoft Excel, Microsoft Word, Bloomberg, FMC Recon, Eze Castle, Geneva, Antares, Wall Street Office, Hedge Funds, Mutual Funds, Trading, Wall Street, Equities
Education
Pace University
MBA, Business Administration
Penn State University
B.A.
North Pocono
North Pocono
Ryan Associates July 2010 - February 2012
Aurelius Capital Management LP February 2006 - December 2009
Agnos Group LP April 2004 - February 2006
Moore Capital Management May 2001 - April 2004
Weiss, Peck & Greer, LLC December 1999 - May 2001
Bear Stearns & Co. Inc June 1997 - December 1999
Skills
Microsoft Excel, Microsoft Word, Bloomberg, FMC Recon, Eze Castle, Geneva, Antares, Wall Street Office, Hedge Funds, Mutual Funds, Trading, Wall Street, Equities
Education
Pace University
MBA, Business Administration
Penn State University
B.A.
North Pocono
North Pocono
Gregory Moss's Bear, Stearns & Co. Inc. Experience June 2005 - July 2005
Job Senior Financial Analyst at Google
Industry Accounting
Experience
Google January 2014 - Present
PwC July 2012 - November 2013
PricewaterhouseCoopers May 2010 - July 2012
PricewaterhouseCoopers July 2007 - April 2010
St. Bonaventure University August 2006 - May 2007
Bear Stearns & Co. Inc June 2005 - July 2005
Education
Saint Bonaventure University 2002 — 2007
BBA/MBA, Accounting & Finance
Google January 2014 - Present
PwC July 2012 - November 2013
PricewaterhouseCoopers May 2010 - July 2012
PricewaterhouseCoopers July 2007 - April 2010
St. Bonaventure University August 2006 - May 2007
Bear Stearns & Co. Inc June 2005 - July 2005
Education
Saint Bonaventure University 2002 — 2007
BBA/MBA, Accounting & Finance
Michael Zitzner's Bear, Stearns & Co. Inc. Experience September 1996 - June 2008
Job V.P. CopyWatch Inc, Partner RamzTech LLC.
Industry Information Technology and Services
Experience
CopyWatch Inc August 2013 - Present
RamzTech LLC. June 2013 - Present
Coastline Capital Partners Inc. January 2012 - December 2012
Rochdale Securities June 2008 - March 2011
BEAR STEARNS & CO. INC September 1996 - June 2008
PaineWebber November 1994 - September 1996
PaineWebber January 1993 - January 1994
PaineWebber January 1992 - January 1993
Skills
Equities, Securities, Trading, Hedge Funds, Equity Trading, Sales, Investments, Options, Series 63, Asset Management, Series 7, Mutual Funds, Electronic Trading, Trading Strategies, Capital Markets, Bloomberg, Trading Systems, Finance, Fixed Income, Commodity, Financial Services, Alternative Investments, Risk Management, FINRA, Financial Modeling, Financial Markets, Portfolio Management, Investment Banking, Equity Research, Prime Brokerage, Technical Analysis
Education
Penn State University 1987 — 1991
BS, Accounting
The Pennsylvania State University 1987 — 1991
Bachelor of Science, Accounting
CopyWatch Inc August 2013 - Present
RamzTech LLC. June 2013 - Present
Coastline Capital Partners Inc. January 2012 - December 2012
Rochdale Securities June 2008 - March 2011
BEAR STEARNS & CO. INC September 1996 - June 2008
PaineWebber November 1994 - September 1996
PaineWebber January 1993 - January 1994
PaineWebber January 1992 - January 1993
Skills
Equities, Securities, Trading, Hedge Funds, Equity Trading, Sales, Investments, Options, Series 63, Asset Management, Series 7, Mutual Funds, Electronic Trading, Trading Strategies, Capital Markets, Bloomberg, Trading Systems, Finance, Fixed Income, Commodity, Financial Services, Alternative Investments, Risk Management, FINRA, Financial Modeling, Financial Markets, Portfolio Management, Investment Banking, Equity Research, Prime Brokerage, Technical Analysis
Education
Penn State University 1987 — 1991
BS, Accounting
The Pennsylvania State University 1987 — 1991
Bachelor of Science, Accounting
Elle McNeill's Bear, Stearns & Co. Inc. Experience 1984 - 1998
Job Managing Member at Bijou de Boheme LLC
Industry Apparel & Fashion
Experience
Bijou de Boheme LLC 2012 - Present
Bear, Stearns & Co., Inc. 1984 - 1998
Skills
Trading, Private Equity
Education
Rutgers University-New Brunswick
Microbiology, genetics
Bijou de Boheme LLC 2012 - Present
Bear, Stearns & Co., Inc. 1984 - 1998
Skills
Trading, Private Equity
Education
Rutgers University-New Brunswick
Microbiology, genetics
Buddy Powers's Bear, Stearns & Co. Inc. Experience February 1993 - November 2007
Job Fixed Income Professional Retired
Industry Investment Management
Experience
New Mexico Educational Retirement Board February 2012 - July 2012
Oppenheimer & Co. January 2011 - April 2011
Mizuho Securities USA July 2010 - January 2011
New Mexico State Investment Council September 2009 - June 2010
Bear Stearns & Co. Inc February 1993 - November 2007
Bear Stearns 1993 - 2007
Lehman Brothers April 1991 - February 1993
Credit Suisse First Boston April 1987 - January 1991
Interfirst Investment Management April 1982 - March 1987
Skills
Fixed Income, MBS, Bonds, Series 7, Bloomberg, Series 63, CFA, Distressed Debt, CMBS, ABS, Corporate Debt, Structured Products, Portfolio Management, Institutional Fixed..., Fixed Income Research, Alternative Investments, Capital Markets, Fixed Income Analysis, Chartered Financial...
Education
The University of Texas at Austin 1971 — 1974
BBA, Finance
New Mexico Educational Retirement Board February 2012 - July 2012
Oppenheimer & Co. January 2011 - April 2011
Mizuho Securities USA July 2010 - January 2011
New Mexico State Investment Council September 2009 - June 2010
Bear Stearns & Co. Inc February 1993 - November 2007
Bear Stearns 1993 - 2007
Lehman Brothers April 1991 - February 1993
Credit Suisse First Boston April 1987 - January 1991
Interfirst Investment Management April 1982 - March 1987
Skills
Fixed Income, MBS, Bonds, Series 7, Bloomberg, Series 63, CFA, Distressed Debt, CMBS, ABS, Corporate Debt, Structured Products, Portfolio Management, Institutional Fixed..., Fixed Income Research, Alternative Investments, Capital Markets, Fixed Income Analysis, Chartered Financial...
Education
The University of Texas at Austin 1971 — 1974
BBA, Finance
Connie Francis's Bear, Stearns & Co. Inc. Experience June 1994 - December 1998
Job Retired!
Industry Financial Services
Experience
Self July 2014 - Present
Alamo Capital December 2010 - Present
Capital Asset Management October 2008 - August 2010
McCullough & Associates LLC January 2005 - September 2008
Weir Capital Management January 2000 - November 2004
Oppenheimer & Co. Inc. December 1998 - December 1999
Bear Stearns & Co., Inc June 1994 - December 1998
Skills
Problem Solving, Mutual Funds, Financial Analysis, Bonds, Securities, Equities, Investment Strategies, Alternative Investments, Investments, Recruiting, Fixed Income, Sales Management, Options, Bloomberg, Investment Advisory, Series 7, FINRA, Wealth Management, Uniform Combined State..., Series 24
Education
San Francisco State University 1997 — 1998
Certificate
Augsburg College
University of Minnesota-Twin Cities
Self July 2014 - Present
Alamo Capital December 2010 - Present
Capital Asset Management October 2008 - August 2010
McCullough & Associates LLC January 2005 - September 2008
Weir Capital Management January 2000 - November 2004
Oppenheimer & Co. Inc. December 1998 - December 1999
Bear Stearns & Co., Inc June 1994 - December 1998
Skills
Problem Solving, Mutual Funds, Financial Analysis, Bonds, Securities, Equities, Investment Strategies, Alternative Investments, Investments, Recruiting, Fixed Income, Sales Management, Options, Bloomberg, Investment Advisory, Series 7, FINRA, Wealth Management, Uniform Combined State..., Series 24
Education
San Francisco State University 1997 — 1998
Certificate
Augsburg College
University of Minnesota-Twin Cities
Lynette Green's Bear, Stearns & Co. Inc. Experience January 1993 - January 1997
Job Senior Business Project Specialist at Deloitte
Industry Accounting
Experience
Deloitte & Touche LLP March 2005 - Present
North Central Texas Council of Governments January 1997 - January 2004
Bear Stearns & Co., Inc January 1993 - January 1997
Skills
Microsoft Office, Project Management, Event Planning, Analysis, Strategic Planning
Education
Northwood University 2004 — 2009
B.B.A., Management
Deloitte & Touche LLP March 2005 - Present
North Central Texas Council of Governments January 1997 - January 2004
Bear Stearns & Co., Inc January 1993 - January 1997
Skills
Microsoft Office, Project Management, Event Planning, Analysis, Strategic Planning
Education
Northwood University 2004 — 2009
B.B.A., Management
Denise Lowe Kutsch's Bear, Stearns & Co. Inc. Experience July 2001 - June 2003
Job Associate Director at Overseas Private Investment Corporation
Industry International Trade and Development
Experience
Overseas Private Investment Corporation June 2014 - Present
Enhanced Capital Partners March 2013 - May 2014
Overseas Private Invesment Corporation September 2010 - February 2013
FOCUS LLC December 2009 - September 2010
IFC - International Finance Corporation April 2004 - June 2007
Bear, Stearns & Co., Inc July 2001 - June 2003
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Tulane University 1997 — 2001
Bachelor of Science (B.S.), Accounting and Finance
Overseas Private Investment Corporation June 2014 - Present
Enhanced Capital Partners March 2013 - May 2014
Overseas Private Invesment Corporation September 2010 - February 2013
FOCUS LLC December 2009 - September 2010
IFC - International Finance Corporation April 2004 - June 2007
Bear, Stearns & Co., Inc July 2001 - June 2003
Education
University of Pennsylvania - The Wharton School 2007 — 2009
Master of Business Administration (M.B.A.), Finance, General
Tulane University 1997 — 2001
Bachelor of Science (B.S.), Accounting and Finance
Eddie Greenberg's Bear, Stearns & Co. Inc. Experience 2003 - 2004
Job Witkoff Group
Industry Real Estate
Experience
The Witkoff Group October 2011 - Present
Schonfeld Securities January 2007 - October 2011
GBall LLC July 2005 - December 2006
DB Zwirn & Co. June 2004 - July 2005
Bear Stearns & Co. Inc 2003 - 2004
Skills
Asset Managment, Real Estate Development, Construction Management, Contract Negotiation, Construction Safety, Real Estate Transactions, Value Engineering, Project Management, Construction Drawings
Education
Tulane University 1999 — 2003
BS, Finance
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bs, Finance
Great Neck North High School
The Witkoff Group October 2011 - Present
Schonfeld Securities January 2007 - October 2011
GBall LLC July 2005 - December 2006
DB Zwirn & Co. June 2004 - July 2005
Bear Stearns & Co. Inc 2003 - 2004
Skills
Asset Managment, Real Estate Development, Construction Management, Contract Negotiation, Construction Safety, Real Estate Transactions, Value Engineering, Project Management, Construction Drawings
Education
Tulane University 1999 — 2003
BS, Finance
Tulane University - A.B. Freeman School of Business 1999 — 2003
Bs, Finance
Great Neck North High School
Maria Szabo's Bear, Stearns & Co. Inc. Experience July 2001 - July 2005
Job Client Services Administrator at GTIS Partners
Industry Financial Services
Experience
GTIS Partners December 2011 - Present
The Olayan Group June 2009 - April 2011
Olayan America Delaware, LLC June 2009 - April 2011
various companies September 2008 - May 2009
Paduano & Weintraub July 2006 - September 2008
Wachovia Securities July 2005 - July 2006
Bear, Stearns & Co., Inc July 2001 - July 2005
Prudential Securities January 2000 - July 2001
CIBC World Markets July 1999 - January 2000
Lowenbaum Financial Research July 1998 - December 1998
Skills
Program Management, Marketing, Expense Reports, Equities, Event Management, Bloomberg, Trading, Banking, Accounting, Sales, CRM
Education
Trinity University
Bachelor of Arts
GTIS Partners December 2011 - Present
The Olayan Group June 2009 - April 2011
Olayan America Delaware, LLC June 2009 - April 2011
various companies September 2008 - May 2009
Paduano & Weintraub July 2006 - September 2008
Wachovia Securities July 2005 - July 2006
Bear, Stearns & Co., Inc July 2001 - July 2005
Prudential Securities January 2000 - July 2001
CIBC World Markets July 1999 - January 2000
Lowenbaum Financial Research July 1998 - December 1998
Skills
Program Management, Marketing, Expense Reports, Equities, Event Management, Bloomberg, Trading, Banking, Accounting, Sales, CRM
Education
Trinity University
Bachelor of Arts
Peter Marcon's Bear, Stearns & Co. Inc. Experience April 2002 - June 2008
Job EMT/ TREASURER/ BOARD MEMBER at Chappaqua Volunteer Ambulance Corps
Industry
Experience
Cowen and Company July 2008 - Present
Chappaqua Volunteer Ambulance Corps December 2004 - Present
Bear Stearns & Co., Inc April 2002 - June 2008
Merrill Lynch June 1983 - April 2002
Skills
Microsoft Office, Customer Service, Hedge Funds, Microsoft Excel, Bloomberg, Research, Microsoft Word, Series 7, PowerPoint, Public Speaking, Equities, Financial Analysis, Investments, Trading, Risk Management, Capital Markets, Fixed Income, Strategic Planning, Series 63, Equity Trading, Photoshop, New Business Development, Certified Phlebotomist..., Certified EKG...
Education
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Finance/Economics
Westchester Community College
Certified EKG Technician (CET) / Certified Phlebotomist (CPT)
Cowen and Company July 2008 - Present
Chappaqua Volunteer Ambulance Corps December 2004 - Present
Bear Stearns & Co., Inc April 2002 - June 2008
Merrill Lynch June 1983 - April 2002
Skills
Microsoft Office, Customer Service, Hedge Funds, Microsoft Excel, Bloomberg, Research, Microsoft Word, Series 7, PowerPoint, Public Speaking, Equities, Financial Analysis, Investments, Trading, Risk Management, Capital Markets, Fixed Income, Strategic Planning, Series 63, Equity Trading, Photoshop, New Business Development, Certified Phlebotomist..., Certified EKG...
Education
Iona College 1978 — 1982
Bachelor of Business Administration (BBA), Finance/Economics
Westchester Community College
Certified EKG Technician (CET) / Certified Phlebotomist (CPT)
Brian Benavidez's Bear, Stearns & Co. Inc. Experience May 1995 - August 1995
Job Chief Operating Officer at Charles P. Rogers & Co.
Industry Retail
Experience
Charles P. Rogers & Co. April 2009 - Present
City Bakery March 2008 - March 2009
Sparky's All-American Food January 2002 - February 2008
Bolt Media October 2000 - October 2001
American Express February 1998 - September 2000
American Express February 1998 - September 2000
David N. Deutsch & Co. September 1996 - February 1998
Bear, Stearns & Co., Inc. May 1995 - August 1995
Skills
Team Leadership, Multi-channel Retail, Operations Management, New Business Development, Business Development, Cross-functional Team..., Strategic Financial..., Manufacturing..., Manufacturing, Retail, Corporate Finance, E-commerce, Online Retail, Food Manufacturing, Financial Reporting, Business Strategy, Food Service, Contract Negotiation, Lease Negotiations, Employee Benefits, Distribution Center..., Writing, Change Management, Strong Financial Skills
Education
Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
Babson College 1985 — 1989
Bachelor of Science (BS), Finance, General
Charles P. Rogers & Co. April 2009 - Present
City Bakery March 2008 - March 2009
Sparky's All-American Food January 2002 - February 2008
Bolt Media October 2000 - October 2001
American Express February 1998 - September 2000
American Express February 1998 - September 2000
David N. Deutsch & Co. September 1996 - February 1998
Bear, Stearns & Co., Inc. May 1995 - August 1995
Skills
Team Leadership, Multi-channel Retail, Operations Management, New Business Development, Business Development, Cross-functional Team..., Strategic Financial..., Manufacturing..., Manufacturing, Retail, Corporate Finance, E-commerce, Online Retail, Food Manufacturing, Financial Reporting, Business Strategy, Food Service, Contract Negotiation, Lease Negotiations, Employee Benefits, Distribution Center..., Writing, Change Management, Strong Financial Skills
Education
Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.), Finance, General
Babson College 1985 — 1989
Bachelor of Science (BS), Finance, General
Ed Almeida's Bear, Stearns & Co. Inc. Experience February 1980 - March 2008
Job
Industry Financial Services
Experience
JPMorgan Chase March 2008 - Present
Bear, Stearns & Co. Inc February 1980 - March 2008
Education
Stonehill College
BSBA, Accounting
JPMorgan Chase March 2008 - Present
Bear, Stearns & Co. Inc February 1980 - March 2008
Education
Stonehill College
BSBA, Accounting
James Gorman's Bear, Stearns & Co. Inc. Experience October 1999 - November 2007
Job Managing Director at Mitsubishi UFJ Securities
Industry Investment Banking
Experience
Mitsubishi UFJ Securities (USA), Inc. November 2009 - Present
CIT Securities, Inc. February 2008 - October 2009
Bear, Stearns & Co., Inc. October 1999 - November 2007
Education
NYU Stern School of Business 1997 — 2000
MBA, Finance
Indiana University Bloomington 1990 — 1994
Bachelor's of Science, Business
Mitsubishi UFJ Securities (USA), Inc. November 2009 - Present
CIT Securities, Inc. February 2008 - October 2009
Bear, Stearns & Co., Inc. October 1999 - November 2007
Education
NYU Stern School of Business 1997 — 2000
MBA, Finance
Indiana University Bloomington 1990 — 1994
Bachelor's of Science, Business
William Betts's Bear, Stearns & Co. Inc. Experience July 1996 - October 1998
Job CEO, Founder of The Betts Group LLC
Industry Investment Management
Experience
The Betts Group, LLC October 2004 - Present
Dreier LLP November 2006 - December 2007
Morgan Stanley January 2002 - October 2004
Merrill Lynch October 1998 - December 2001
Bear Stearns & Co. Inc July 1996 - October 1998
Skills
Equity Trading, Corporate Branding, Convertible Bonds, Sports Management, Risk Management, Licensing, Real Estate, Film & TV Finance, Event Management, Finance, Private Equity, Marketing Strategy, Marketing, Management, Financial Advisory, Equities, Entrepreneurship, Business Development
Education
Connecticut College
Bachelor of Arts, Economics
The Betts Group, LLC October 2004 - Present
Dreier LLP November 2006 - December 2007
Morgan Stanley January 2002 - October 2004
Merrill Lynch October 1998 - December 2001
Bear Stearns & Co. Inc July 1996 - October 1998
Skills
Equity Trading, Corporate Branding, Convertible Bonds, Sports Management, Risk Management, Licensing, Real Estate, Film & TV Finance, Event Management, Finance, Private Equity, Marketing Strategy, Marketing, Management, Financial Advisory, Equities, Entrepreneurship, Business Development
Education
Connecticut College
Bachelor of Arts, Economics
Perry Montgomery's Bear, Stearns & Co. Inc. Experience August 1987 - September 2007
Job Tech Ops Analyst
Industry Financial Services
Experience
Banking Firm August 1987 - Present
Bear Stearns & CO. INC August 1987 - September 2007
Skills
Call Centers, Troubleshooting, Disaster Recovery, Process Improvement, Customer Service, Access, Active Directory, Outlook, Technical Support, Business Analysis, Microsoft Office, SharePoint, Microsoft Excel, Computer Hardware, Windows Server, Windows, System Administration
Education
County College of Morris
The Chubb Institute
Banking Firm August 1987 - Present
Bear Stearns & CO. INC August 1987 - September 2007
Skills
Call Centers, Troubleshooting, Disaster Recovery, Process Improvement, Customer Service, Access, Active Directory, Outlook, Technical Support, Business Analysis, Microsoft Office, SharePoint, Microsoft Excel, Computer Hardware, Windows Server, Windows, System Administration
Education
County College of Morris
The Chubb Institute
Sal Vaccaro's Bear, Stearns & Co. Inc. Experience March 2008 - September 2008
Job Commodity Sales and Trading at DNB Markets
Industry Investment Banking
Experience
DNB Markets July 2014 - Present
DNB April 2013 - July 2013
DIAMONDBACK CAPITAL MANAGEMENT, LLC April 2010 - December 2012
J.P. Morgan September 2008 - March 2009
J.P. Morgan Securities Inc September 2008 - March 2009
Bear Stearns & Co. Inc March 2008 - September 2008
Bear Stearns March 2006 - March 2008
Bear Stearns & Co. Inc March 2006 - March 2008
Bear Stearns & Co. Inc February 2004 - March 2006
Skills
Derivatives, Equities, Hedge Funds, Trading, FX Options, Options, Prime Brokerage, Middle Office, Swaps, Emerging Markets, Finance, Settlement, Financial Risk, Mergers & Acquisitions, Strategy, Structured Finance, Product Control, Management, Accounting
Education
New York University 1999 — 2003
Bachelor of Arts (B.A.), Economics
New York University
Minor, Mathematics and Computer Science
Poly Prep
DNB Markets July 2014 - Present
DNB April 2013 - July 2013
DIAMONDBACK CAPITAL MANAGEMENT, LLC April 2010 - December 2012
J.P. Morgan September 2008 - March 2009
J.P. Morgan Securities Inc September 2008 - March 2009
Bear Stearns & Co. Inc March 2008 - September 2008
Bear Stearns March 2006 - March 2008
Bear Stearns & Co. Inc March 2006 - March 2008
Bear Stearns & Co. Inc February 2004 - March 2006
Skills
Derivatives, Equities, Hedge Funds, Trading, FX Options, Options, Prime Brokerage, Middle Office, Swaps, Emerging Markets, Finance, Settlement, Financial Risk, Mergers & Acquisitions, Strategy, Structured Finance, Product Control, Management, Accounting
Education
New York University 1999 — 2003
Bachelor of Arts (B.A.), Economics
New York University
Minor, Mathematics and Computer Science
Poly Prep
Andrew Baron's Bear, Stearns & Co. Inc. Experience August 2007 - August 2008
Job Vice President BA/PM at Nomura
Industry Financial Services
Experience
Nomura September 2014 - Present
JPM Asset Management December 2013 - September 2014
JPM Asset Management November 2011 - December 2013
JPMorgan Chase August 2008 - November 2011
Bear, Stearns & CO., Inc. August 2007 - August 2008
Skills
Middle Office, Derivatives, Asset Management, Dodd-Frank, Bloomberg
Education
University of Florida 2003 — 2007
Bachelor's Degree, Finance and Financial Management Services
Nomura September 2014 - Present
JPM Asset Management December 2013 - September 2014
JPM Asset Management November 2011 - December 2013
JPMorgan Chase August 2008 - November 2011
Bear, Stearns & CO., Inc. August 2007 - August 2008
Skills
Middle Office, Derivatives, Asset Management, Dodd-Frank, Bloomberg
Education
University of Florida 2003 — 2007
Bachelor's Degree, Finance and Financial Management Services
John Melican's Bear, Stearns & Co. Inc. Experience September 2005 - June 2008
Job Managing Director at Exiger
Industry Banking
Experience
Exiger February 2015 - Present
Bank of Tokyo-Mitsubishi UFJ June 2011 - January 2015
American Express June 2008 - June 2011
Bear Stearns & Co. Inc September 2005 - June 2008
NEW YORK STOCK EXCHANGE July 2004 - September 2005
New York County District Attorney's Office June 1996 - July 2004
Skills
Anti Money Laundering, OFAC, Economic Sanctions, Anti-corruption
Education
Albany Law School of Union University 1993 — 1996
Doctor of Law (JD)
Colgate University 1988 — 1992
Bachelor of Arts (B.A.), History
Exiger February 2015 - Present
Bank of Tokyo-Mitsubishi UFJ June 2011 - January 2015
American Express June 2008 - June 2011
Bear Stearns & Co. Inc September 2005 - June 2008
NEW YORK STOCK EXCHANGE July 2004 - September 2005
New York County District Attorney's Office June 1996 - July 2004
Skills
Anti Money Laundering, OFAC, Economic Sanctions, Anti-corruption
Education
Albany Law School of Union University 1993 — 1996
Doctor of Law (JD)
Colgate University 1988 — 1992
Bachelor of Arts (B.A.), History
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS