Bear Stearns & Company
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 & Company Employees
Employee
Years
Job
Industry
Victoria Vodolazschi Victoria Vodolazschi's Bear Stearns & Company Experience July 1997 - July 1999
Job Strategy Specialist at PivotalPath
Industry Financial Services
Experience
PivotalPath April 2014 - Present
Northern Trust Corporation November 2006 - January 2014
Asset Alliance Corporation January 2006 - November 2006
Bainbridge Partners LLP November 2002 - December 2005
Tremont Capital Management September 2001 - November 2002
JPMorgan Chase & Co. July 1999 - June 2001
Bear Stearns & Company July 1997 - July 1999
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Asset Management, Due Diligence, Research, Sales, Leadership, Training, Equities
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
Trinity College-Hartford
Bachelor of Arts (BA), Economics
PivotalPath April 2014 - Present
Northern Trust Corporation November 2006 - January 2014
Asset Alliance Corporation January 2006 - November 2006
Bainbridge Partners LLP November 2002 - December 2005
Tremont Capital Management September 2001 - November 2002
JPMorgan Chase & Co. July 1999 - June 2001
Bear Stearns & Company July 1997 - July 1999
Skills
Hedge Funds, Alternative Investments, Portfolio Management, Asset Management, Due Diligence, Research, Sales, Leadership, Training, Equities
Education
New York University - Leonard N. Stern School of Business 2003 — 2005
Master of Business Administration (M.B.A.)
Trinity College-Hartford
Bachelor of Arts (BA), Economics
Durc A. Savini Durc A. Savini's Bear Stearns & Company Experience 1997 - 1999
Job Managing Director, Head of Restructuring & Recapitalization Group at Peter J. Solomon Company
Industry Investment Banking
Experience
Peter J. Solomon Company November 2010 - Present
Miller Buckfire 2003 - 2010
Wasserstein Perella 1999 - 2003
Bear Stearns & Company 1997 - 1999
CIBC Wood Gundy 1990 - 1997
Skills
LBO, Mergers, Corporate Finance, Financial Modeling, Corporate Development, Equities, Hedge Funds, Venture Capital, Capital Markets
Education
Chicago GSB 1997 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia University in the City of New York 1984 — 1988
Bachelor's degree, Economics
Peter J. Solomon Company November 2010 - Present
Miller Buckfire 2003 - 2010
Wasserstein Perella 1999 - 2003
Bear Stearns & Company 1997 - 1999
CIBC Wood Gundy 1990 - 1997
Skills
LBO, Mergers, Corporate Finance, Financial Modeling, Corporate Development, Equities, Hedge Funds, Venture Capital, Capital Markets
Education
Chicago GSB 1997 — 1997
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia University in the City of New York 1984 — 1988
Bachelor's degree, Economics
Joseph Chapey Joseph Chapey's Bear Stearns & Company Experience 1993 - January 1995
Job Financial Consultant at AXA Advisors, LLC
Industry Financial Services
Experience
AXA Advisors 2012 - Present
StormHarbour Securities 2010 - 2012
UBS/Dillon Read Asset Management 1999 - 2009
Daiwa Securities 1995 - 1999
Bear Stearns & Company 1993 - January 1995
Gabelli & Co. 1988 - 1990
Salomon Brothers Inc 1982 - 1986
Education
Georgetown University/Columbia Business School 1988 — 1990
BSBA/MBA, Accounting and Finance
Columbia University - Columbia Business School
MBA, Finance
Georgetown University
BSBA, Accounting
AXA Advisors 2012 - Present
StormHarbour Securities 2010 - 2012
UBS/Dillon Read Asset Management 1999 - 2009
Daiwa Securities 1995 - 1999
Bear Stearns & Company 1993 - January 1995
Gabelli & Co. 1988 - 1990
Salomon Brothers Inc 1982 - 1986
Education
Georgetown University/Columbia Business School 1988 — 1990
BSBA/MBA, Accounting and Finance
Columbia University - Columbia Business School
MBA, Finance
Georgetown University
BSBA, Accounting
Sakeena Zia Sakeena Zia's Bear Stearns & Company Experience June 2006 - March 2008
Job Operations Associate
Industry Financial Services
Experience
Point 72 Asset Management Associate: OperationsYork Capital ManagementJuly 2011 - September 2013
J.P. Morgan March 2008 - July 2011
Bear Stearns & Company June 2006 - March 2008
Quinn Emanuel March 2005 - June 2006
Skills
Fixed Income, Equities, Options, Repos, MBS, ABS, CMOS, TBAs, Agencies, Government Bonds, Interest Rate Swaps, Total Return Swaps, Credit Default Swaps, Eze Castle, Geneva, Omgeo CTM, Electra Openstaars, Salesforce, Bloomberg, Prime Brokerage, Trading, Back Office, Capital Markets, Derivatives, Private Equity, Middle Office, Credit Derivatives, Securities, Trading Systems
Education
Barnard College 2000 — 2004
Bachelor of Arts, Economics, 3.49
Point 72 Asset Management Associate: OperationsYork Capital ManagementJuly 2011 - September 2013
J.P. Morgan March 2008 - July 2011
Bear Stearns & Company June 2006 - March 2008
Quinn Emanuel March 2005 - June 2006
Skills
Fixed Income, Equities, Options, Repos, MBS, ABS, CMOS, TBAs, Agencies, Government Bonds, Interest Rate Swaps, Total Return Swaps, Credit Default Swaps, Eze Castle, Geneva, Omgeo CTM, Electra Openstaars, Salesforce, Bloomberg, Prime Brokerage, Trading, Back Office, Capital Markets, Derivatives, Private Equity, Middle Office, Credit Derivatives, Securities, Trading Systems
Education
Barnard College 2000 — 2004
Bachelor of Arts, Economics, 3.49
Matthew Laird Matthew Laird's Bear Stearns & Company Experience January 2003 - December 2003
Job Teaching Fellow at NYC Teaching Fellows
Industry
Experience
High School of Economics & Finance September 2015 - Present
NYC Teaching Fellows May 2015 - Present
J.P. Morgan May 2005 - March 2015
SunTrust Investment Services, Inc. March 2004 - March 2005
Bear Stearns & Company January 2003 - December 2003
Skills
Program/Algorithmic..., ETFs, Equity Index Derivatives, Market Structure, Pre/Post Trade Analytics
Education
LIU Brooklyn 2015 — 2017
Master’s Degree, Special Education and Teaching
Florida State University 1998 — 2002
Bachelor's Degree, History/Political Science
High School of Economics & Finance September 2015 - Present
NYC Teaching Fellows May 2015 - Present
J.P. Morgan May 2005 - March 2015
SunTrust Investment Services, Inc. March 2004 - March 2005
Bear Stearns & Company January 2003 - December 2003
Skills
Program/Algorithmic..., ETFs, Equity Index Derivatives, Market Structure, Pre/Post Trade Analytics
Education
LIU Brooklyn 2015 — 2017
Master’s Degree, Special Education and Teaching
Florida State University 1998 — 2002
Bachelor's Degree, History/Political Science
Bettina L. Parker Bettina L. Parker's Bear Stearns & Company Experience October 1998 - October 2008
Job Entitlements Specialist/Coordinator at ICL
Industry Mental Health Care
Experience
ICL July 2015 - Present
St. Marks Avenue Independent Block Association, Inc. December 2012 - Present
ICL April 2015 - July 2015
ICL August 2013 - January 2015
Mrs. Andrew Rosa October 2008 - September 2011
Bear Stearns & Company October 1998 - October 2008
Natalie J. Kaplan, Esq. October 1992 - March 1998
Skills
Office Administration, Legal Compliance, Microsoft Office, Organization Skills, Microsoft Word, Document Management, Microsoft Excel, Outlook, PowerPoint, Access, Ariba, Adobe Acrobat, UPS Shipping, Mass Mailing, Travel Arrangements, Client Counseling, Transcribing, Warehousing, Accounts Payable &..., Customer Service, Community Outreach, Program Development, Leadership, Organizational..., Coaching, Human Resources, Nonprofits, Public Speaking, Invoicing, Mental Health, Social Services, Entitlements, Purchase Orders, Requisitions, Project Coordination, Health Advocacy
Education
City University of New York-Brooklyn College 1985 — 1991
Bachelor's Degree, Art/Art Studies, General
ICL July 2015 - Present
St. Marks Avenue Independent Block Association, Inc. December 2012 - Present
ICL April 2015 - July 2015
ICL August 2013 - January 2015
Mrs. Andrew Rosa October 2008 - September 2011
Bear Stearns & Company October 1998 - October 2008
Natalie J. Kaplan, Esq. October 1992 - March 1998
Skills
Office Administration, Legal Compliance, Microsoft Office, Organization Skills, Microsoft Word, Document Management, Microsoft Excel, Outlook, PowerPoint, Access, Ariba, Adobe Acrobat, UPS Shipping, Mass Mailing, Travel Arrangements, Client Counseling, Transcribing, Warehousing, Accounts Payable &..., Customer Service, Community Outreach, Program Development, Leadership, Organizational..., Coaching, Human Resources, Nonprofits, Public Speaking, Invoicing, Mental Health, Social Services, Entitlements, Purchase Orders, Requisitions, Project Coordination, Health Advocacy
Education
City University of New York-Brooklyn College 1985 — 1991
Bachelor's Degree, Art/Art Studies, General
Jason Fink Jason Fink's Bear Stearns & Company Experience January 1995 - December 1996
Job Equity Sales and Trading
Industry Information Technology and Services
Experience
KBC Financial Products 2012 - 2014
Swedbank 2011 - 2012
KBC Financial Products 2006 - December 2011
Lazard 2003 - 2004
Dresdner Kleinwort Wasserstein July 1998 - September 2002
Bear Stearns & Company January 1995 - December 1996
Skills
Solution Selling, Account Management, Salesforce.com, Sales, Direct Sales, Asset Management, Investment Banking, Hedge Funds, Operations Management, Business Strategy, New Business Development, Business Development, Sales Management, Enterprise Software, Capital Markets, Equities, Trading, Fixed Income, Management, Financial Markets, Investments
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance, Honors
KBC Financial Products 2012 - 2014
Swedbank 2011 - 2012
KBC Financial Products 2006 - December 2011
Lazard 2003 - 2004
Dresdner Kleinwort Wasserstein July 1998 - September 2002
Bear Stearns & Company January 1995 - December 1996
Skills
Solution Selling, Account Management, Salesforce.com, Sales, Direct Sales, Asset Management, Investment Banking, Hedge Funds, Operations Management, Business Strategy, New Business Development, Business Development, Sales Management, Enterprise Software, Capital Markets, Equities, Trading, Fixed Income, Management, Financial Markets, Investments
Education
Columbia University - Columbia Business School
Master of Business Administration (M.B.A.), Finance, Honors
Mark Shilshtut Mark Shilshtut's Bear Stearns & Company Experience April 2005 - March 2009
Job Sr. Software Engineer at SecurityScorecard
Industry Retail
Experience
SecurityScorecard March 2015 - Present
Socure May 2014 - March 2015
SamosAnalytics September 2012 - April 2014
33Friends April 2012 - August 2012
Goldman Sachs March 2009 - April 2012
Bear Stearns & Company April 2005 - March 2009
Citigroup March 2004 - February 2005
Merrill Lynch 1999 - January 2004
Skills
Scala, Akka, Spring, Java, Unix, Agile Methodologies, SDLC, Spray, XML, Oracle, Databases, Perl, Software Project..., JavaScript, Linux, Java Enterprise Edition, Weblogic, Software Development, Web Services, Sybase, DB2, Project Management, SQL, JMS, UML, MySQL, Tomcat, Software Design, Subversion, Hibernate, Ant, Web Applications, Multithreading, Maven, SOA, Equities, Unix Shell Scripting, Business Analysis, Scrum, Agile Project Management, Spring Framework
Education
Columbia University in the City of New York 2009 — 2011
Master's degree, Technology Management, 3.7
State University of New York at Stony Brook 1995 — 1999
BS, Computer Science & Economics
SecurityScorecard March 2015 - Present
Socure May 2014 - March 2015
SamosAnalytics September 2012 - April 2014
33Friends April 2012 - August 2012
Goldman Sachs March 2009 - April 2012
Bear Stearns & Company April 2005 - March 2009
Citigroup March 2004 - February 2005
Merrill Lynch 1999 - January 2004
Skills
Scala, Akka, Spring, Java, Unix, Agile Methodologies, SDLC, Spray, XML, Oracle, Databases, Perl, Software Project..., JavaScript, Linux, Java Enterprise Edition, Weblogic, Software Development, Web Services, Sybase, DB2, Project Management, SQL, JMS, UML, MySQL, Tomcat, Software Design, Subversion, Hibernate, Ant, Web Applications, Multithreading, Maven, SOA, Equities, Unix Shell Scripting, Business Analysis, Scrum, Agile Project Management, Spring Framework
Education
Columbia University in the City of New York 2009 — 2011
Master's degree, Technology Management, 3.7
State University of New York at Stony Brook 1995 — 1999
BS, Computer Science & Economics
Abhijeet Jagtap Abhijeet Jagtap's Bear Stearns & Company Experience February 2007 - June 2010
Job Vice President
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
JP Morgan Chase June 2010 - Present
Bear Stearns & Company February 2007 - June 2010
T-Systems June 2006 - January 2007
IBM Global Services February 2005 - June 2006
Sutra Systems India Pvt. Ltd. June 2004 - February 2005
Tata Technologies June 2003 - June 2004
GE-FANUC Robotics , Goodrej, Bajaj Auto January 2002 - May 2003
Education
Harvard Business School 2014 — 2015
Authentic Leadership Development
Ace Pilot Training 2013 — 2015
Private Pilot, Aircraft Pilot (Private)
Harvard Business School 2014 — 2014
Negotiations and Deal Making, Business Administration and Management, General
Harvard Business School 2012 — 2014
Leadership Development
University of Pune 2002 — 2004
MCS, Computer Science
University of Pune 1999 — 2002
BCS, Computer Science
JPMorgan Chase 2014 - Present
JP Morgan Chase June 2010 - Present
Bear Stearns & Company February 2007 - June 2010
T-Systems June 2006 - January 2007
IBM Global Services February 2005 - June 2006
Sutra Systems India Pvt. Ltd. June 2004 - February 2005
Tata Technologies June 2003 - June 2004
GE-FANUC Robotics , Goodrej, Bajaj Auto January 2002 - May 2003
Education
Harvard Business School 2014 — 2015
Authentic Leadership Development
Ace Pilot Training 2013 — 2015
Private Pilot, Aircraft Pilot (Private)
Harvard Business School 2014 — 2014
Negotiations and Deal Making, Business Administration and Management, General
Harvard Business School 2012 — 2014
Leadership Development
University of Pune 2002 — 2004
MCS, Computer Science
University of Pune 1999 — 2002
BCS, Computer Science
Peter Fox Peter Fox's Bear Stearns & Company Experience 1983 - 1997
Job Owner at Fox Development Corporation
Industry Real Estate
Experience
Jimmy John's January 2001 - Present
Fox Development Corporation 1997 - Present
Bear Stearns & Company 1983 - 1997
State of Illinois, Department of Commerce and Community Affairs 1980 - 1983
State of Illinois, Illinois Lottery Control Board 1979 - 1982
Skills
Investments, Negotiation, Mergers, Small Business, Strategic Planning, Customer Service, Leadership, Real Estate Development, Financial Analysis, Microsoft Office, Event Management, Contract Negotiation, Time Management, Management, Team Building, Start-ups, Event Planning, Sales, Sales Management, Leases, Marketing Strategy, Marketing, Social Media Marketing, Retail, Business Planning, Public Speaking, Business Development, New Business Development, Business Strategy, Microsoft Excel, Research, Hotels, Entrepreneurship, PowerPoint, Budgets, Leadership Development, Social Media, Loans, Real Estate, Project Management, Restaurants
Education
Stanford University
Jimmy John's January 2001 - Present
Fox Development Corporation 1997 - Present
Bear Stearns & Company 1983 - 1997
State of Illinois, Department of Commerce and Community Affairs 1980 - 1983
State of Illinois, Illinois Lottery Control Board 1979 - 1982
Skills
Investments, Negotiation, Mergers, Small Business, Strategic Planning, Customer Service, Leadership, Real Estate Development, Financial Analysis, Microsoft Office, Event Management, Contract Negotiation, Time Management, Management, Team Building, Start-ups, Event Planning, Sales, Sales Management, Leases, Marketing Strategy, Marketing, Social Media Marketing, Retail, Business Planning, Public Speaking, Business Development, New Business Development, Business Strategy, Microsoft Excel, Research, Hotels, Entrepreneurship, PowerPoint, Budgets, Leadership Development, Social Media, Loans, Real Estate, Project Management, Restaurants
Education
Stanford University
Jessie Annette Torres Jessie Annette Torres's Bear Stearns & Company Experience July 2005 - May 2008
Job Real Estate Sales, Certified Negotiation Expert, Certified Buyer Representative
Industry Real Estate
Experience
Warren Lewis Sotheby's International Realty January 2011 - Present
Atlantic Realty Partners, LLC September 2007 - January 2011
Bear Stearns & Company July 2005 - May 2008
Bear Stearns & Company August 2004 - June 2005
Bear Stearns & Company April 2000 - July 2004
Skills
Sellers, Real Estate, Condos, Real Estate Transactions, Rentals, Investment Properties, Listings, Sales, Residential Homes, First Time Home Buyers, Relocation, Buyer Representation, Brokerage, Negotiation, Co-ops, Investors, Selling, Townhomes, Referrals, Project Management, Contract Negotiation, Renters, Listing Homes, Software Project..., Seller Representation, Real Estate Marketing, Online Advertising, Marketing Strategy, Market Research, New Development, Direct Marketing, Multi-family, Information Technology, Information Security, Equities, Technical Support, Software Quality..., Management, Relationship Management, Process Analysis, Software System Analysis, Software Implementation..., Resource Allocation, Reporting & Analysis, Sales Presentations, Presentations
Education
Stevens Institute of Technology
MSIS, Information Systems
Warren Lewis Sotheby's International Realty January 2011 - Present
Atlantic Realty Partners, LLC September 2007 - January 2011
Bear Stearns & Company July 2005 - May 2008
Bear Stearns & Company August 2004 - June 2005
Bear Stearns & Company April 2000 - July 2004
Skills
Sellers, Real Estate, Condos, Real Estate Transactions, Rentals, Investment Properties, Listings, Sales, Residential Homes, First Time Home Buyers, Relocation, Buyer Representation, Brokerage, Negotiation, Co-ops, Investors, Selling, Townhomes, Referrals, Project Management, Contract Negotiation, Renters, Listing Homes, Software Project..., Seller Representation, Real Estate Marketing, Online Advertising, Marketing Strategy, Market Research, New Development, Direct Marketing, Multi-family, Information Technology, Information Security, Equities, Technical Support, Software Quality..., Management, Relationship Management, Process Analysis, Software System Analysis, Software Implementation..., Resource Allocation, Reporting & Analysis, Sales Presentations, Presentations
Education
Stevens Institute of Technology
MSIS, Information Systems
Aaron Goodman Aaron Goodman's Bear Stearns & Company Experience March 1998 - July 2006
Job EVP and Chief Technology Officer at FirstKey
Industry Financial Services
Experience
The Goodman Advisory Group June 2009 - Present
FirstKey April 2013 - May 2015
Bridgewater Associates September 2009 - March 2013
Morgan Stanley July 2006 - May 2009
Bear Stearns & Company March 1998 - July 2006
EMC Mortgage May 1998 - January 2006
Citibank June 1996 - March 1998
EJV Partners February 1991 - June 1996
Nolan, Norton & Co. September 1987 - February 1991
Morgan Guaranty Trust June 1983 - February 1987
Skills
Fixed Income, Mortgage, Securities, Asset Management, IT Strategy
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance
New York University 1980 — 1984
BS, General Business
The Goodman Advisory Group June 2009 - Present
FirstKey April 2013 - May 2015
Bridgewater Associates September 2009 - March 2013
Morgan Stanley July 2006 - May 2009
Bear Stearns & Company March 1998 - July 2006
EMC Mortgage May 1998 - January 2006
Citibank June 1996 - March 1998
EJV Partners February 1991 - June 1996
Nolan, Norton & Co. September 1987 - February 1991
Morgan Guaranty Trust June 1983 - February 1987
Skills
Fixed Income, Mortgage, Securities, Asset Management, IT Strategy
Education
New York University - Leonard N. Stern School of Business 1983 — 1987
MBA, Finance
New York University 1980 — 1984
BS, General Business
Trey Bauer Trey Bauer's Bear Stearns & Company Experience 1999 - 2003
Job Growth and Development Director at The Paul Lott Real Estate Team
Industry Financial Services
Experience
The Paul Lott Real Estate Team-Keller Williams April 2014 - Present
Buckley & Young, LLC 2012 - 2013
Rochdale Securities, LLC 2008 - 2012
HC Wainwright & Company 2006 - 2008
EBB SERVICES 2003 - 2006
Bear Stearns & Company 1999 - 2003
Skills
Sales, Investments, Banking, Customer Service, Credit, Management, Real Estate, Business Development, Investment Properties, Recruiting, Residential Homes, Property Management, Finance, Marketing, Selling, Event Planning, Leadership, Public Speaking, Social Media, Strategic Planning, Team Building
Education
Penn State University 1983 — 1987
Bachelor's Degree, Speech Communication
The Paul Lott Real Estate Team-Keller Williams April 2014 - Present
Buckley & Young, LLC 2012 - 2013
Rochdale Securities, LLC 2008 - 2012
HC Wainwright & Company 2006 - 2008
EBB SERVICES 2003 - 2006
Bear Stearns & Company 1999 - 2003
Skills
Sales, Investments, Banking, Customer Service, Credit, Management, Real Estate, Business Development, Investment Properties, Recruiting, Residential Homes, Property Management, Finance, Marketing, Selling, Event Planning, Leadership, Public Speaking, Social Media, Strategic Planning, Team Building
Education
Penn State University 1983 — 1987
Bachelor's Degree, Speech Communication
Adrienne Kosta Adrienne Kosta's Bear Stearns & Company Experience 2005 - 2006
Job Vice President, Global Financial Crimes Compliance at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase 2014 - Present
Pershing 2007 - 2014
Law Practice 2007 - 2007
Bear Stearns & Company 2005 - 2006
Skills
Series 24, Series 7, AML, OFAC, KYC, USA PATRIOT Act, Broker-Dealer, Anti Money Laundering, Financial Regulation, Securities Regulation, Bank Secrecy Act, Hedge Funds, Prime Brokerage, Fraud, Sanction
Education
Hofstra University School of Law 2002 — 2005
JD
University of Maryland College Park 1998 — 2002
Bachelor of Arts, Criminology / Criminal Justice
JPMorgan Chase 2014 - Present
Pershing 2007 - 2014
Law Practice 2007 - 2007
Bear Stearns & Company 2005 - 2006
Skills
Series 24, Series 7, AML, OFAC, KYC, USA PATRIOT Act, Broker-Dealer, Anti Money Laundering, Financial Regulation, Securities Regulation, Bank Secrecy Act, Hedge Funds, Prime Brokerage, Fraud, Sanction
Education
Hofstra University School of Law 2002 — 2005
JD
University of Maryland College Park 1998 — 2002
Bachelor of Arts, Criminology / Criminal Justice
Dayna Lange, RDMS Dayna Lange, RDMS's Bear Stearns & Company Experience January 2007 - July 2008
Job Registered Ultrasound Technologist
Industry Hospital & Health Care
Experience
Zwanger-Pesiri Radiology January 2014 - Present
Nassau Radiologic Group March 2013 - July 2013
GCP Management Services December 2012 - April 2013
Deutsche Bank August 2008 - December 2011
Bear Stearns & Company January 2007 - July 2008
Societe Generale July 2006 - December 2006
Merrill Lynch & Co July 2000 - June 2006
Skills
Ultrasound, Sonography, Diagnostic Ultrasound, Cpr Certified, Abdominal Imaging, Breast Imaging, Caring, Compassion, Highly detail oriented, Small Parts, Doppler, Breast, Vascular, Obstetrics, Gynecology, Healthcare Industry, Patient Safety, Quality Patient Care, Microsoft Office, Team-oriented, ARDMS, Medical Terminology, Healthcare, Abdominal, CPR Certified
Education
Sanford-Brown Institute 2011 — 2013
Certificate, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician, 4.0
Dowling College
MBA, Finance and Banking
Dowling College
Bachelor of Business Administration (BBA), Accounting
Zwanger-Pesiri Radiology January 2014 - Present
Nassau Radiologic Group March 2013 - July 2013
GCP Management Services December 2012 - April 2013
Deutsche Bank August 2008 - December 2011
Bear Stearns & Company January 2007 - July 2008
Societe Generale July 2006 - December 2006
Merrill Lynch & Co July 2000 - June 2006
Skills
Ultrasound, Sonography, Diagnostic Ultrasound, Cpr Certified, Abdominal Imaging, Breast Imaging, Caring, Compassion, Highly detail oriented, Small Parts, Doppler, Breast, Vascular, Obstetrics, Gynecology, Healthcare Industry, Patient Safety, Quality Patient Care, Microsoft Office, Team-oriented, ARDMS, Medical Terminology, Healthcare, Abdominal, CPR Certified
Education
Sanford-Brown Institute 2011 — 2013
Certificate, Diagnostic Medical Sonography/Sonographer and Ultrasound Technician, 4.0
Dowling College
MBA, Finance and Banking
Dowling College
Bachelor of Business Administration (BBA), Accounting
Jamie Curcio Jamie Curcio's Bear Stearns & Company Experience May 1999 - May 2000
Job Equity Compensation at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs February 2011 - Present
US Navy December 2004 - Present
Merrill Lynch May 2010 - March 2011
Morgan Stanley Smith Barney June 2007 - May 2010
BlackRock Investments/Merrill Lynch December 2003 - June 2007
Nomura Securities June 2001 - March 2002
Nomura Securities May 2000 - June 2001
Bear Stearns & Company May 1999 - May 2000
Skills
Management, Equities, Leadership, Series 7, Investments, Financial Services, Securities, Program Management, Finance, Project Management, Strategic Planning, Risk Management, Relationship Management, Team Leadership, Team Building, Process Improvement
Education
Rider University 1993 — 1997
BSBA, Finance
Rider University
Bachelor of Science in Business Administration, Finance
Goldman Sachs February 2011 - Present
US Navy December 2004 - Present
Merrill Lynch May 2010 - March 2011
Morgan Stanley Smith Barney June 2007 - May 2010
BlackRock Investments/Merrill Lynch December 2003 - June 2007
Nomura Securities June 2001 - March 2002
Nomura Securities May 2000 - June 2001
Bear Stearns & Company May 1999 - May 2000
Skills
Management, Equities, Leadership, Series 7, Investments, Financial Services, Securities, Program Management, Finance, Project Management, Strategic Planning, Risk Management, Relationship Management, Team Leadership, Team Building, Process Improvement
Education
Rider University 1993 — 1997
BSBA, Finance
Rider University
Bachelor of Science in Business Administration, Finance
Russell Cohen Russell Cohen's Bear Stearns & Company Experience 1995 - 1997
Job Independent Cyber Security Management Consultant
Industry Information Technology and Services
Experience
Independent Contractor June 2015 - Present
One World Labs February 2014 - May 2015
Phyto Pharma Labs June 2013 - December 2014
Trilby Energy November 2006 - January 2014
Black Hills Corporation May 2002 - October 2006
C-COR 2000 - 2001
Worldbridge Broadband Services 1998 - 2000
Bear Stearns & Company 1995 - 1997
Lehman Brothers 1990 - 1995
First Boston Corporation 1987 - 1990
Skills
Mergers & Acquisitions, Enterprise Risk..., Risk Management, Strategic Financial..., Private Equity, Financial Structuring, Financial Accounting, Financial Risk, Financial Modeling, Credit Risk, Credit Analysis, Accounts Receivable, Account Management, Software Installation, Operations Management, Business Strategy, Treasury Management, Operating Budgets, Capital Budgeting, Fixed Income, Derivatives Trading, Energy Derivatives, Portfolio Management, Finance, Investments, Due Diligence, Strategy, Venture Capital, Corporate Finance
Education
Stanford Graduate School of Business 1985 — 1987
Master of Business Administration (MBA), Finance, General
Yale University 1977 — 1982
Bachelor of Arts (B.A.), Economics
Independent Contractor June 2015 - Present
One World Labs February 2014 - May 2015
Phyto Pharma Labs June 2013 - December 2014
Trilby Energy November 2006 - January 2014
Black Hills Corporation May 2002 - October 2006
C-COR 2000 - 2001
Worldbridge Broadband Services 1998 - 2000
Bear Stearns & Company 1995 - 1997
Lehman Brothers 1990 - 1995
First Boston Corporation 1987 - 1990
Skills
Mergers & Acquisitions, Enterprise Risk..., Risk Management, Strategic Financial..., Private Equity, Financial Structuring, Financial Accounting, Financial Risk, Financial Modeling, Credit Risk, Credit Analysis, Accounts Receivable, Account Management, Software Installation, Operations Management, Business Strategy, Treasury Management, Operating Budgets, Capital Budgeting, Fixed Income, Derivatives Trading, Energy Derivatives, Portfolio Management, Finance, Investments, Due Diligence, Strategy, Venture Capital, Corporate Finance
Education
Stanford Graduate School of Business 1985 — 1987
Master of Business Administration (MBA), Finance, General
Yale University 1977 — 1982
Bachelor of Arts (B.A.), Economics
Roger F. Vierra, Jr.'s Bear Stearns & Company Experience January 1991 - December 2007
Job Senior Vice President Investments and Institutional Consultant at UBS Institutional Consulting
Industry Financial Services
Experience
UBS Institutional Consulting December 2007 - Present
Bear Stearns & Company January 1991 - December 2007
Smith Barney May 1989 - January 1991
Drexel Burnham Lambert January 1986 - January 1989
Dean Witter Reynolds January 1985 - June 1986
Education
Rollins College - Crummer Graduate School of Business 1983 — 1985
MBA
Rollins College 1979 — 1983
BSBA
UBS Institutional Consulting December 2007 - Present
Bear Stearns & Company January 1991 - December 2007
Smith Barney May 1989 - January 1991
Drexel Burnham Lambert January 1986 - January 1989
Dean Witter Reynolds January 1985 - June 1986
Education
Rollins College - Crummer Graduate School of Business 1983 — 1985
MBA
Rollins College 1979 — 1983
BSBA
Christine Choe Christine Choe's Bear Stearns & Company Experience 2006 - 2008
Job Director of Strategy & Business Operations at charity: water
Industry Investment Banking
Experience
charity: water May 2014 - Present
Rosetta February 2012 - April 2014
Macquarie Group 2010 - 2012
Macquarie Group 2008 - 2010
Bear Stearns & Company 2006 - 2008
Skills
Derivatives, Options, Equities, Trading, Hedge Funds, Structured Products, Investments, Equity Derivatives, Risk Management, Financial Risk, Strategy, Bloomberg, Fixed Income, Emerging Markets, Structured Finance, Marketing Strategy
Education
Tufts University
BA, Mathematics
Tufts University
Mathematics
charity: water May 2014 - Present
Rosetta February 2012 - April 2014
Macquarie Group 2010 - 2012
Macquarie Group 2008 - 2010
Bear Stearns & Company 2006 - 2008
Skills
Derivatives, Options, Equities, Trading, Hedge Funds, Structured Products, Investments, Equity Derivatives, Risk Management, Financial Risk, Strategy, Bloomberg, Fixed Income, Emerging Markets, Structured Finance, Marketing Strategy
Education
Tufts University
BA, Mathematics
Tufts University
Mathematics
Allen Slocumb Allen Slocumb's Bear Stearns & Company Experience 2001 - 2008
Job
Industry Telecommunications
Experience
J.P. Morgan January 2015 - Present
J.P. Morgan May 2012 - December 2014
Compass Rose Advisors, LLC January 2012 - May 2012
Verizon April 2009 - December 2011
Bear Stearns & Company 2001 - 2008
Praxair 1995 - 1999
Skills
Mergers, Acquisition Analysis, Due Diligence, Divestitures, IPO, Forecasting, Financial Planning, Budgeting, Risk Analysis, Scenario Analysis, Credit Facilities, Fairness Opinions, Financial Modeling, Debt, Financial Analysis, Capital Structure, Valuation, Corporate Finance, Corporate Development, Investment Banking, Equities, LBO, Leveraged Finance, Sell Side, Business Strategy, Strategic Planning, Business Planning, Buy-side, Swaps, Cash Flow, Banking, Financial Accounting, Analysis, High Yield, Capital Markets, Mergers & Acquisitions, Private Equity, Business Valuation
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Georgia Institute of Technology 1987 — 1992
ChE
J.P. Morgan January 2015 - Present
J.P. Morgan May 2012 - December 2014
Compass Rose Advisors, LLC January 2012 - May 2012
Verizon April 2009 - December 2011
Bear Stearns & Company 2001 - 2008
Praxair 1995 - 1999
Skills
Mergers, Acquisition Analysis, Due Diligence, Divestitures, IPO, Forecasting, Financial Planning, Budgeting, Risk Analysis, Scenario Analysis, Credit Facilities, Fairness Opinions, Financial Modeling, Debt, Financial Analysis, Capital Structure, Valuation, Corporate Finance, Corporate Development, Investment Banking, Equities, LBO, Leveraged Finance, Sell Side, Business Strategy, Strategic Planning, Business Planning, Buy-side, Swaps, Cash Flow, Banking, Financial Accounting, Analysis, High Yield, Capital Markets, Mergers & Acquisitions, Private Equity, Business Valuation
Education
The University of Chicago Booth School of Business 1999 — 2001
MBA
Georgia Institute of Technology 1987 — 1992
ChE
Laila Khan Laila Khan's Bear Stearns & Company Experience 1995 - 1997
Job International Project Finance Professional / Portfolio and Risk Management / Energy
Industry Financial Services
Experience
GE Capital 2007 - 2011
GE Capital 2006 - 2007
GE Capital 2004 - 2006
MBIA June 2002 - August 2002
Deutsche Bank 1997 - 2001
Bear Stearns & Company 1995 - 1997
Skills
Project Finance, Financial Modeling, Structured Finance, Financial Structuring, Private Equity, Valuation, Leveraged Finance, Due Diligence, Credit Analysis, Capital Markets, Corporate Finance, Investment Banking, Financial Analysis, Cash Flow Lending, Portfolio Management, Equities, Investments, Risk Management, Underwriting, Credit Risk, Mergers & Acquisitions, Financial Services, Finance
Education
Yale University - Yale School of Management 2001 — 2003
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 1999 — 2000
BCI, Finance
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts, Political Science, Spanish
GE Capital 2007 - 2011
GE Capital 2006 - 2007
GE Capital 2004 - 2006
MBIA June 2002 - August 2002
Deutsche Bank 1997 - 2001
Bear Stearns & Company 1995 - 1997
Skills
Project Finance, Financial Modeling, Structured Finance, Financial Structuring, Private Equity, Valuation, Leveraged Finance, Due Diligence, Credit Analysis, Capital Markets, Corporate Finance, Investment Banking, Financial Analysis, Cash Flow Lending, Portfolio Management, Equities, Investments, Risk Management, Underwriting, Credit Risk, Mergers & Acquisitions, Financial Services, Finance
Education
Yale University - Yale School of Management 2001 — 2003
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 1999 — 2000
BCI, Finance
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor of Arts, Political Science, Spanish
Richard Edison's Bear Stearns & Company Experience October 1997 - December 1999
Job Executive Director at Texas Military Officers Association
Industry Financial Services
Experience
Texas Military Officers Association May 2015 - Present
Edison Capital Management January 2011 - Present
RTL Capital Group May 2007 - December 2011
Spectrum Trading May 2003 - December 2006
Spectrum Capital Partners January 2001 - December 2006
Bear Stearns & Company October 1997 - December 1999
U.S. Army /U.S. Army Reserve 1986 - 1998
Gruntal & Co. October 1995 - October 1997
Skills
Equities, Entrepreneur, Executive Management, Start-ups, Business Strategy, Crowdfunding, Energy, Commodity Markets, Business Development, Entrepreneurship, Financial Modeling, Venture Capital, Risk Management, Trading, Leadership, Asset Management, Strategy, Commodity, Due Diligence, Hedge Funds, Finance, Options, Product Management, Product Development, Business Planning, Analysis
Education
Stockton University 1984 — 1988
Bachelor's Degree, Marketing
Texas Military Officers Association May 2015 - Present
Edison Capital Management January 2011 - Present
RTL Capital Group May 2007 - December 2011
Spectrum Trading May 2003 - December 2006
Spectrum Capital Partners January 2001 - December 2006
Bear Stearns & Company October 1997 - December 1999
U.S. Army /U.S. Army Reserve 1986 - 1998
Gruntal & Co. October 1995 - October 1997
Skills
Equities, Entrepreneur, Executive Management, Start-ups, Business Strategy, Crowdfunding, Energy, Commodity Markets, Business Development, Entrepreneurship, Financial Modeling, Venture Capital, Risk Management, Trading, Leadership, Asset Management, Strategy, Commodity, Due Diligence, Hedge Funds, Finance, Options, Product Management, Product Development, Business Planning, Analysis
Education
Stockton University 1984 — 1988
Bachelor's Degree, Marketing
Donald Delano's Bear Stearns & Company Experience August 1999 - December 2000
Job Senior Principal Consultant at ACA Compliance Group
Industry Investment Management
Experience
ACA Compliance Group February 2014 - Present
Artio Global Management LLC (formerly Julius Baer Investmemt Management) August 2004 - August 2013
E*TRADE Financial Corporation December 2000 - August 2004
Bear Stearns & Company August 1999 - December 2000
PricewaterhouseCoopers January 1997 - August 1999
Prudential Financial February 1994 - December 1996
US Securities and Exchange Commission February 1990 - February 1994
Skills
Mutual Funds, Securities, Hedge Funds, Investment Management, Asset Management, Alternative Investments, Investment Advisers Act, Investment Company Act, SEC, Operational Risk..., FINRA, Fixed Income, Equities, Investment Advisory, Securities Regulation, Derivatives, Asset Allocation, Financial Risk, Code of Ethics, Wrap Accounts, ETFs, Separately Managed..., Financial Services, Broker-Dealer, AML, Private Equity, Investments, Investment Advisor..., Wealth Management..., Fund Of Funds, Capital Markets, Trading, Portfolio Management, Finance, Private Placements, Equity Research, Asset Managment, Series 7, Series 63, Series 24, Investment Strategies, Institutional Separate..., Institutional..., Equity Trading, Private Wealth..., Anti Money Laundering, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Finance and Investments
NYU School of Professional Studies
Certificate of Financial Risk Management
ACA Compliance Group February 2014 - Present
Artio Global Management LLC (formerly Julius Baer Investmemt Management) August 2004 - August 2013
E*TRADE Financial Corporation December 2000 - August 2004
Bear Stearns & Company August 1999 - December 2000
PricewaterhouseCoopers January 1997 - August 1999
Prudential Financial February 1994 - December 1996
US Securities and Exchange Commission February 1990 - February 1994
Skills
Mutual Funds, Securities, Hedge Funds, Investment Management, Asset Management, Alternative Investments, Investment Advisers Act, Investment Company Act, SEC, Operational Risk..., FINRA, Fixed Income, Equities, Investment Advisory, Securities Regulation, Derivatives, Asset Allocation, Financial Risk, Code of Ethics, Wrap Accounts, ETFs, Separately Managed..., Financial Services, Broker-Dealer, AML, Private Equity, Investments, Investment Advisor..., Wealth Management..., Fund Of Funds, Capital Markets, Trading, Portfolio Management, Finance, Private Placements, Equity Research, Asset Managment, Series 7, Series 63, Series 24, Investment Strategies, Institutional Separate..., Institutional..., Equity Trading, Private Wealth..., Anti Money Laundering, Wealth Management
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Finance and Investments
NYU School of Professional Studies
Certificate of Financial Risk Management
Asif Bari Asif Bari's Bear Stearns & Company Experience March 2007 - May 2008
Job Lead Engineer at SunTrust
Industry Banking
Experience
SunTrust November 2013 - Present
SunTrust Bank February 2012 - November 2013
MetLife May 2008 - February 2012
Bear Stearns & Company March 2007 - May 2008
Financial Information Services Agency of NYC (FISA) March 2006 - March 2007
UPS January 1999 - March 2006
Lucent Technologies January 1998 - January 1999
Skills
Websphere, Enterprise Architecture, Vendor Management, Disaster Recovery, SOA, Solution Architecture, Troubleshooting, IT Strategy, Change Management, Operating Systems, Security, Microsoft SQL Server, Software Documentation, Web Services, EAI, AIX, SDLC, Integration, Middleware, Requirements Analysis, Unix, WebSphere MQ, WebSphere, ESB, Unix Shell Scripting, IBM AIX, Shell Scripting
Education
Keller Graduate School of Management of DeVry University 2015 — 2017
Master's Degree, Information Technology
DeVry University 2013 — 2015
Bachelor's Degree, Technical Management, Focus IT management and data Analytics, 4.0
Rutgers college of Engineering 1996 — 1998
B.S, Chemical Engineering, 3.1
Raritan Valley community collage 1994 — 1996
A.S, Chemistry Science and Math, 3.3
Raritan Valley community collage 1994 — 1996
A.S, Engineering, 3.4
HillsBorough High School 1992 — 1994
H.S, High School, 3.7
SunTrust November 2013 - Present
SunTrust Bank February 2012 - November 2013
MetLife May 2008 - February 2012
Bear Stearns & Company March 2007 - May 2008
Financial Information Services Agency of NYC (FISA) March 2006 - March 2007
UPS January 1999 - March 2006
Lucent Technologies January 1998 - January 1999
Skills
Websphere, Enterprise Architecture, Vendor Management, Disaster Recovery, SOA, Solution Architecture, Troubleshooting, IT Strategy, Change Management, Operating Systems, Security, Microsoft SQL Server, Software Documentation, Web Services, EAI, AIX, SDLC, Integration, Middleware, Requirements Analysis, Unix, WebSphere MQ, WebSphere, ESB, Unix Shell Scripting, IBM AIX, Shell Scripting
Education
Keller Graduate School of Management of DeVry University 2015 — 2017
Master's Degree, Information Technology
DeVry University 2013 — 2015
Bachelor's Degree, Technical Management, Focus IT management and data Analytics, 4.0
Rutgers college of Engineering 1996 — 1998
B.S, Chemical Engineering, 3.1
Raritan Valley community collage 1994 — 1996
A.S, Chemistry Science and Math, 3.3
Raritan Valley community collage 1994 — 1996
A.S, Engineering, 3.4
HillsBorough High School 1992 — 1994
H.S, High School, 3.7
Terri Kruzan Terri Kruzan's Bear Stearns & Company Experience March 1982 - February 1983
Job Culture Sleuth helps leaders navigate the culture shifts required for success in the 21st Century Market/Workplace
Industry Management Consulting
Experience
Culture Sleuth Consulting January 1996 - Present
Lifelong Community Board for City of Decatur, Georgia August 2013 - Present
Roosevelt Thomas Consulting and Training 1997 - 2011
The American Institute for Managing Diversity October 1988 - April 1995
Prudential Rubloff August 1985 - September 1988
Bear Stearns & Company March 1982 - February 1983
Contactworks Dance Company January 1977 - November 1982
Skills
Leadership Development, Strategy, Leadership, Coaching, Executive Coaching, Organizational..., Training, Entrepreneurship, Culture Change, Analysis, Non-profits, Strategic Planning, Performance Management, Team Building, MBTI, Talent Management, Workshop Facilitation, Start-ups, Personal Development, Human Resources, Change Management, Staff Development, Mergers & Acquisitions, Program Management, Employee Relations, Innovation, Diversity & Inclusion, Cross-functional Team..., Public Speaking, Employee Engagement, Business Transformation, Nonprofits, Succession Planning, Management Consulting, Developing Cultures of...
Education
Emory University - Goizueta Business School 1983 — 1985
MBA
Mount Holyoke College 1972 — 1975
BA, Dance & Psychology
Culture Sleuth Consulting January 1996 - Present
Lifelong Community Board for City of Decatur, Georgia August 2013 - Present
Roosevelt Thomas Consulting and Training 1997 - 2011
The American Institute for Managing Diversity October 1988 - April 1995
Prudential Rubloff August 1985 - September 1988
Bear Stearns & Company March 1982 - February 1983
Contactworks Dance Company January 1977 - November 1982
Skills
Leadership Development, Strategy, Leadership, Coaching, Executive Coaching, Organizational..., Training, Entrepreneurship, Culture Change, Analysis, Non-profits, Strategic Planning, Performance Management, Team Building, MBTI, Talent Management, Workshop Facilitation, Start-ups, Personal Development, Human Resources, Change Management, Staff Development, Mergers & Acquisitions, Program Management, Employee Relations, Innovation, Diversity & Inclusion, Cross-functional Team..., Public Speaking, Employee Engagement, Business Transformation, Nonprofits, Succession Planning, Management Consulting, Developing Cultures of...
Education
Emory University - Goizueta Business School 1983 — 1985
MBA
Mount Holyoke College 1972 — 1975
BA, Dance & Psychology
Joanne Gagliardi O'Neil Joanne Gagliardi O'Neil's Bear Stearns & Company Experience June 2000 - April 2004
Job Flinn Gallery Volunteer
Industry
Experience
Deutsche Bank August 2005 - May 2007
Deutsche Bank April 2004 - August 2005
Bear Stearns & Company June 2000 - April 2004
Skills
Equities, Equity Derivatives, Derivatives, Bloomberg, Curating, Art Gallery
Education
Lafayette College 1996 — 2000
Bachelor's Degree, Double Major, Business/Economics and Art
Deutsche Bank August 2005 - May 2007
Deutsche Bank April 2004 - August 2005
Bear Stearns & Company June 2000 - April 2004
Skills
Equities, Equity Derivatives, Derivatives, Bloomberg, Curating, Art Gallery
Education
Lafayette College 1996 — 2000
Bachelor's Degree, Double Major, Business/Economics and Art
R. Randall Clark R. Randall Clark's Bear Stearns & Company Experience January 1984 - January 1989
Job Principal Owner,CSuite Executive,Strategic Consulting Advisory,Private Equity (RE/Franchise/Retail/Industrial)
Industry Investment Management
Experience
Circle Capital Partners, LLC January 2004 - Present
Thomas Franchise Solutions January 2012 - January 2015
Cherokee Investment Partners January 1995 - January 2003
Cushman Realty and Bear Stearns January 1989 - January 1993
Bear Stearns & Company January 1984 - January 1989
Skills
Mergers & Acquisitions, Strategy, Entrepreneurship, Private Equity, Investments, Executive Management, Finance, Business Strategy, Investment Banking, Operations Management, Real Estate, Alternative Investments, Financial Services, Venture Capital, Management, Strategic Planning, Business Development, Leadership, Corporate Development, New Business Development, Start-ups
Education
Pepperdine School of Law
Doctor of Law (J.D.), Finance, Real Estate
University of Arizona
Bachelor of Arts (B.A.), Political Science
Circle Capital Partners, LLC January 2004 - Present
Thomas Franchise Solutions January 2012 - January 2015
Cherokee Investment Partners January 1995 - January 2003
Cushman Realty and Bear Stearns January 1989 - January 1993
Bear Stearns & Company January 1984 - January 1989
Skills
Mergers & Acquisitions, Strategy, Entrepreneurship, Private Equity, Investments, Executive Management, Finance, Business Strategy, Investment Banking, Operations Management, Real Estate, Alternative Investments, Financial Services, Venture Capital, Management, Strategic Planning, Business Development, Leadership, Corporate Development, New Business Development, Start-ups
Education
Pepperdine School of Law
Doctor of Law (J.D.), Finance, Real Estate
University of Arizona
Bachelor of Arts (B.A.), Political Science
Rohan Bridgett Rohan Bridgett's Bear Stearns & Company Experience September 2004 - December 2007
Job AVP at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank June 2015 - Present
BNY Mellon March 2009 - June 2015
Bear Stearns & Company September 2004 - December 2007
Skills
Microsoft Excel, Equities, Financial Analysis, Finance, Banking, Account Reconciliation, Process Improvement, Financial Services, PowerPoint, Bloomberg, Securities, Microsoft Office, Fixed Income, Financial Reporting
Education
St. Francis College 2000 — 2004
Bachelor of Science (BSc), Accounting & Business Management
Deutsche Bank June 2015 - Present
BNY Mellon March 2009 - June 2015
Bear Stearns & Company September 2004 - December 2007
Skills
Microsoft Excel, Equities, Financial Analysis, Finance, Banking, Account Reconciliation, Process Improvement, Financial Services, PowerPoint, Bloomberg, Securities, Microsoft Office, Fixed Income, Financial Reporting
Education
St. Francis College 2000 — 2004
Bachelor of Science (BSc), Accounting & Business Management
Willie Correa Willie Correa's Bear Stearns & Company Experience December 1979 - April 2008
Job Financial Services and Operations Professional
Industry Financial Services
Experience
JP Morgan Chase April 2008 - December 2012
Bear Stearns & Company December 1979 - April 2008
Skills
Self taught COBOL..., User Testing, process..., Account Reconciliation, Analysis, Back Office, Equities, Fixed Income, Management, Middle Office, Options, Prime Brokerage, Process Improvement, Quality Assurance, Securities, Series 7, Software Documentation, Team Management, Trading Systems, Training, User Acceptance Testing, Financial Services, Settlement
Education
Colgate University
Mathematics
JP Morgan Chase April 2008 - December 2012
Bear Stearns & Company December 1979 - April 2008
Skills
Self taught COBOL..., User Testing, process..., Account Reconciliation, Analysis, Back Office, Equities, Fixed Income, Management, Middle Office, Options, Prime Brokerage, Process Improvement, Quality Assurance, Securities, Series 7, Software Documentation, Team Management, Trading Systems, Training, User Acceptance Testing, Financial Services, Settlement
Education
Colgate University
Mathematics
Gary Shukhat Gary Shukhat's Bear Stearns & Company Experience March 1999 - May 2004
Job Investment Sales at Colliers International
Industry Financial Services
Experience
Colliers International March 2015 - Present
Metropolitan Real Estate May 2012 - March 2015
Knight Trading Group April 2009 - May 2012
NYFIX September 2007 - October 2009
Goldman Sachs March 2004 - April 2007
Bear Stearns & Company March 1999 - May 2004
Skills
Bloomberg Terminal, Reuters, FIX, Equities, Fixed Income, Bonds, Smart Order Routing, STP, Hockey, Wall Street, Stock Exchange, Options Strategies, series 7, Series 63, series 25, Credit Derivatives, CDS, Hedge Funds, Private Equity, Ez OMS, Distressed Debt, Distressed Property, Turnkey Projects, Golf Courses, Golf, Windows 7, Active Directory, Market Data, RMDS, Bridge Financing, Thomson One, Series 7, Trading, FX trading, Commodity, FX Options, Technical Analysis, Trading Strategies, Financial Markets, Equity Derivatives, Exchange Connectivity, Fidessa, Capital Markets, Investments, Portfolio Management, Bloomberg, Valuation, Finance, Derivatives, Thompson One
Education
Centre Dufferin District High School 1996 — 1999
Adelphi academy 1994 — 1996
Baruch College
Colliers International March 2015 - Present
Metropolitan Real Estate May 2012 - March 2015
Knight Trading Group April 2009 - May 2012
NYFIX September 2007 - October 2009
Goldman Sachs March 2004 - April 2007
Bear Stearns & Company March 1999 - May 2004
Skills
Bloomberg Terminal, Reuters, FIX, Equities, Fixed Income, Bonds, Smart Order Routing, STP, Hockey, Wall Street, Stock Exchange, Options Strategies, series 7, Series 63, series 25, Credit Derivatives, CDS, Hedge Funds, Private Equity, Ez OMS, Distressed Debt, Distressed Property, Turnkey Projects, Golf Courses, Golf, Windows 7, Active Directory, Market Data, RMDS, Bridge Financing, Thomson One, Series 7, Trading, FX trading, Commodity, FX Options, Technical Analysis, Trading Strategies, Financial Markets, Equity Derivatives, Exchange Connectivity, Fidessa, Capital Markets, Investments, Portfolio Management, Bloomberg, Valuation, Finance, Derivatives, Thompson One
Education
Centre Dufferin District High School 1996 — 1999
Adelphi academy 1994 — 1996
Baruch College
David DeRose's Bear Stearns & Company Experience January 2006 - March 2008
Job Vice President, Head of Institutional Sales
Industry Financial Services
Experience
Pacific Epoch, formerly a Pacific Crest Company February 2013 - Present
Primary Insight, LLC January 2006 - January 2013
JPMorgan January 2008 - April 2009
Bear Stearns & Company January 2006 - March 2008
Vista Research Brokerage January 2004 - January 2006
InsightExpress, LLC July 2002 - December 2003
Jupiter Research August 1997 - July 2002
Skills
Private Equity, Hedge Funds, Business Development, Start-ups, Business Strategy, CEO, COO, Global Sales..., Sales Management, Executive Management, Executive Positions, Sales Research, Institutional Sales, Institutional Research, Institutional Accounts, Alternative Investments, Asset Management, Bloomberg, Business Intelligence, Capital Markets, Corporate Development, Competitive Analysis, Due Diligence, Entrepreneurship, Equities, Equity Research, Finance, Financial Services, Global Sales, Institutional..., Investments, Leadership, Management, Management Consulting, Market Research, New Business Development, Sales, Securities, Series 63, Strategy, Mutual Funds, Valuation, Investor Relations
Education
Colgate University
BA, History
Irvington High School
High School Diploma
Pacific Epoch, formerly a Pacific Crest Company February 2013 - Present
Primary Insight, LLC January 2006 - January 2013
JPMorgan January 2008 - April 2009
Bear Stearns & Company January 2006 - March 2008
Vista Research Brokerage January 2004 - January 2006
InsightExpress, LLC July 2002 - December 2003
Jupiter Research August 1997 - July 2002
Skills
Private Equity, Hedge Funds, Business Development, Start-ups, Business Strategy, CEO, COO, Global Sales..., Sales Management, Executive Management, Executive Positions, Sales Research, Institutional Sales, Institutional Research, Institutional Accounts, Alternative Investments, Asset Management, Bloomberg, Business Intelligence, Capital Markets, Corporate Development, Competitive Analysis, Due Diligence, Entrepreneurship, Equities, Equity Research, Finance, Financial Services, Global Sales, Institutional..., Investments, Leadership, Management, Management Consulting, Market Research, New Business Development, Sales, Securities, Series 63, Strategy, Mutual Funds, Valuation, Investor Relations
Education
Colgate University
BA, History
Irvington High School
High School Diploma
J. Michael Booth, PMP J. Michael Booth, PMP's Bear Stearns & Company Experience June 2007 - December 2007
Job Results Driven Program / Project Manager
Industry Information Technology and Services
Experience
PVH / Modis November 2014 - May 2015
Starpoint Solutions February 2012 - November 2014
Pershing LLC, BNY Mellon January 2008 - November 2011
Bear Stearns & Company June 2007 - December 2007
Merrill Lynch / Princeton Information January 2003 - November 2006
Merrill Lynch June 1998 - November 2002
Skills
Business Intelligence, Product Lifecycle..., Program Management, Vendor Management, Integration, Project Management, MS Project, PMP, Performance Management, PMO, SDLC, Strategy, Management, Leadership, Resource Management, Risk Management, Project Portfolio..., Business Requirements, Testing, CRM, Software Documentation, Software Development, Analysis, Team Management, Business Analysis, Data Warehousing, Business Process..., IT Strategy, Requirements Analysis, Information Technology, Software Project..., Requirements Gathering, Outsourcing, Process Improvement, Access, Business Process, IT Management, Visio, Microsoft Project
Education
Seton Hall University
BS, Marketing
Chubb Institute
Technical Certificate, Programming
Project Management Institute
PMP Certification
PVH / Modis November 2014 - May 2015
Starpoint Solutions February 2012 - November 2014
Pershing LLC, BNY Mellon January 2008 - November 2011
Bear Stearns & Company June 2007 - December 2007
Merrill Lynch / Princeton Information January 2003 - November 2006
Merrill Lynch June 1998 - November 2002
Skills
Business Intelligence, Product Lifecycle..., Program Management, Vendor Management, Integration, Project Management, MS Project, PMP, Performance Management, PMO, SDLC, Strategy, Management, Leadership, Resource Management, Risk Management, Project Portfolio..., Business Requirements, Testing, CRM, Software Documentation, Software Development, Analysis, Team Management, Business Analysis, Data Warehousing, Business Process..., IT Strategy, Requirements Analysis, Information Technology, Software Project..., Requirements Gathering, Outsourcing, Process Improvement, Access, Business Process, IT Management, Visio, Microsoft Project
Education
Seton Hall University
BS, Marketing
Chubb Institute
Technical Certificate, Programming
Project Management Institute
PMP Certification
diane ovaduke diane ovaduke's Bear Stearns & Company Experience 1986 - 1996
Job
Industry Real Estate
Experience
Ro Rob Realty Corp 2008 - Present
Tri-State Interior Contracting September 2007 - June 2008
LOUIS L. BUTTERMARK & SONS, INC. 2002 - 2007
Salomon Smith Barney 1996 - 2001
Bear Stearns & Company 1986 - 1996
Skills
Windows, PowerPoint, Research, Microsoft Office, Microsoft Excel, Customer Service, Project Management, Property Management, Real Estate Sales..., Outlook, Sales, Office Management, Real Estate, Negotiation, Office Administration, Administrative...
Education
City University of New York-College of Staten Island
Business Administration, Management and Operations
Ro Rob Realty Corp 2008 - Present
Tri-State Interior Contracting September 2007 - June 2008
LOUIS L. BUTTERMARK & SONS, INC. 2002 - 2007
Salomon Smith Barney 1996 - 2001
Bear Stearns & Company 1986 - 1996
Skills
Windows, PowerPoint, Research, Microsoft Office, Microsoft Excel, Customer Service, Project Management, Property Management, Real Estate Sales..., Outlook, Sales, Office Management, Real Estate, Negotiation, Office Administration, Administrative...
Education
City University of New York-College of Staten Island
Business Administration, Management and Operations
Marc Vasquez Marc Vasquez's Bear Stearns & Company Experience April 1996 - July 2000
Job Client Service Associate
Industry Financial Services
Experience
Wilbur-Ellis Company September 2014 - Present
Dodge & Cox March 2012 - September 2013
City National Bank January 2008 - July 2009
Oppenheimer & Co. Inc. August 2005 - September 2006
RBC January 2004 - November 2004
UBS July 2000 - October 2003
Bear Stearns & Company April 1996 - July 2000
Skills
Portfolio Management, Equities, Investments, Financial Services, Finance, Banking, Mutual Funds, Client Services, Securities, Fixed Income, Asset Management
Education
Santa Monica College 2007 — 2009
Economics/Business
Long Beach City College 2006 — 2007
Business Administration and Management, General
Whittier High School 1985 — 1989
High School
Wilbur-Ellis Company September 2014 - Present
Dodge & Cox March 2012 - September 2013
City National Bank January 2008 - July 2009
Oppenheimer & Co. Inc. August 2005 - September 2006
RBC January 2004 - November 2004
UBS July 2000 - October 2003
Bear Stearns & Company April 1996 - July 2000
Skills
Portfolio Management, Equities, Investments, Financial Services, Finance, Banking, Mutual Funds, Client Services, Securities, Fixed Income, Asset Management
Education
Santa Monica College 2007 — 2009
Economics/Business
Long Beach City College 2006 — 2007
Business Administration and Management, General
Whittier High School 1985 — 1989
High School
Rick Donovan's Bear Stearns & Company Experience July 2007 - May 2008
Job Counterparty Risk/Operations at AIG
Industry Investment Management
Experience
AIG February 2014 - Present
Geneva Energy Markets, LLC April 2009 - February 2014
JPMorgan Chase & Co. May 2008 - March 2009
Bear Stearns & Company July 2007 - May 2008
Skills
Trading, Energy Trading, Derivatives, Securities, Commodity, Swaps, Microsoft Excel, Structured Finance, Structured Products, Equities, Management
Education
The University of Connecticut School of Business 2015 — 2017
Master of Science (M.Sc.), Financial Risk Management
Bucknell University 2003 — 2007
Bachelor of Arts (BA), Economics, 3.14/4.0
AIG February 2014 - Present
Geneva Energy Markets, LLC April 2009 - February 2014
JPMorgan Chase & Co. May 2008 - March 2009
Bear Stearns & Company July 2007 - May 2008
Skills
Trading, Energy Trading, Derivatives, Securities, Commodity, Swaps, Microsoft Excel, Structured Finance, Structured Products, Equities, Management
Education
The University of Connecticut School of Business 2015 — 2017
Master of Science (M.Sc.), Financial Risk Management
Bucknell University 2003 — 2007
Bachelor of Arts (BA), Economics, 3.14/4.0
Eileen Twomey's Bear Stearns & Company Experience 1980 - 1990
Job Tour Agent at Go New York
Industry Hospitality
Experience
Go New York August 2015 - September 2015
Clove Lakes Health Care & Reha August 2014 - December 2014
Staten Island Care Center December 2013 - August 2014
Bella Mama September 1997 - January 2013
New York City Department of Parks & Recreation December 2011 - August 2012
Forest Inn January 1990 - January 1994
Esquire Club April 1989 - January 1990
Bear Stearns & Company 1980 - 1990
Skills
Customer Service, Money Management
Education
City University of New York-Hunter College 1973 — 1975
Education
Richmondtown Prepatory High School 1969 — 1973
High School, Academic Education, 2.5 GPA
Go New York August 2015 - September 2015
Clove Lakes Health Care & Reha August 2014 - December 2014
Staten Island Care Center December 2013 - August 2014
Bella Mama September 1997 - January 2013
New York City Department of Parks & Recreation December 2011 - August 2012
Forest Inn January 1990 - January 1994
Esquire Club April 1989 - January 1990
Bear Stearns & Company 1980 - 1990
Skills
Customer Service, Money Management
Education
City University of New York-Hunter College 1973 — 1975
Education
Richmondtown Prepatory High School 1969 — 1973
High School, Academic Education, 2.5 GPA
Louie Vargas Louie Vargas's Bear Stearns & Company Experience February 2007 - March 2008
Job Multifaceted Compliance Professional
Industry Financial Services
Experience
Agricultural Bank of China August 2015 - Present
JPMorgan Chase & Co. February 2015 - August 2015
JPMorgan Chase October 2013 - February 2015
JP Morgan March 2008 - October 2013
Bear Stearns & Company February 2007 - March 2008
Adecco Employment Services September 2006 - February 2007
Doshi Diagnostic September 2005 - September 2006
New York City Department of Consumer Affairs February 2005 - September 2005
New York City Department of Consumer Affairs May 2004 - February 2005
Doshi Diagnostic September 2003 - May 2004
Skills
Training, Management, Outlook, Customer Service, Human Resources, PowerPoint, Microsoft Excel, Research, Compliance, Time Management, Microsoft Word, OFAC, Project Management, Anti Money Laundering, Data Entry, Politically Exposed..., Sanctions Screening, LexisNexis, Team Leadership, Operations Management, Employee Training, Due Diligence, Mentoring, Microsoft Office, Risk Management, Quality Assurance, Coaching, PeopleSoft, Administrative..., Process Improvement, Procedure Development, Transaction Monitoring, SAR, Chinese Commercial Code, Prime, MTS - Money Transfer..., SWIFT Messaging
Education
New York University 2004 — 2011
Bachelors of Arts in Social Science, History
Katharine Gibbs School 2001 — 2001
Certificate, Microsoft Office User Specialist (MOUS)
Murry Bergtraum High School 1995 — 1999
Diploma, Computer Science
Agricultural Bank of China August 2015 - Present
JPMorgan Chase & Co. February 2015 - August 2015
JPMorgan Chase October 2013 - February 2015
JP Morgan March 2008 - October 2013
Bear Stearns & Company February 2007 - March 2008
Adecco Employment Services September 2006 - February 2007
Doshi Diagnostic September 2005 - September 2006
New York City Department of Consumer Affairs February 2005 - September 2005
New York City Department of Consumer Affairs May 2004 - February 2005
Doshi Diagnostic September 2003 - May 2004
Skills
Training, Management, Outlook, Customer Service, Human Resources, PowerPoint, Microsoft Excel, Research, Compliance, Time Management, Microsoft Word, OFAC, Project Management, Anti Money Laundering, Data Entry, Politically Exposed..., Sanctions Screening, LexisNexis, Team Leadership, Operations Management, Employee Training, Due Diligence, Mentoring, Microsoft Office, Risk Management, Quality Assurance, Coaching, PeopleSoft, Administrative..., Process Improvement, Procedure Development, Transaction Monitoring, SAR, Chinese Commercial Code, Prime, MTS - Money Transfer..., SWIFT Messaging
Education
New York University 2004 — 2011
Bachelors of Arts in Social Science, History
Katharine Gibbs School 2001 — 2001
Certificate, Microsoft Office User Specialist (MOUS)
Murry Bergtraum High School 1995 — 1999
Diploma, Computer Science
Anthony J. Jules Anthony J. Jules's Bear Stearns & Company Experience February 1994 - December 2008
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan January 2009 - Present
Bear Stearns & Company February 1994 - December 2008
Goldman Sachs May 1988 - February 1994
Skills
Microsoft Office, Management, Relational Databases, Sybase, Research, Microsoft Word, Microsoft Excel, Financial Modeling, Financial Analysis, Equities, Business Analysis, Fixed Income, Portfolio Management, Investments, Investment Banking, Capital Markets, Risk Management, Finance, Financial Services
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Management Information Systems
J.P. Morgan January 2009 - Present
Bear Stearns & Company February 1994 - December 2008
Goldman Sachs May 1988 - February 1994
Skills
Microsoft Office, Management, Relational Databases, Sybase, Research, Microsoft Word, Microsoft Excel, Financial Modeling, Financial Analysis, Equities, Business Analysis, Fixed Income, Portfolio Management, Investments, Investment Banking, Capital Markets, Risk Management, Finance, Financial Services
Education
Pace University - Lubin School of Business
Bachelor of Business Administration (B.B.A.), Management Information Systems
Nathalie Mendez Nathalie Mendez's Bear Stearns & Company Experience August 1997 - October 2000
Job
Industry Hospital & Health Care
Experience
SUNY Downstate Medical Center August 2003 - Present
Zurich Scudder Investment/Deutsche Bank October 2000 - July 2002
Bear Stearns & Company August 1997 - October 2000
Skills
Microsoft Excel, Microsoft Office, Management, Microsoft Word, PowerPoint, Research, Leadership, Training, Sales, Photoshop, Customer Service
Education
State University of New York Empire State College 2015 — 2016
Advanced Certificate Program, Workforce Development
State University of New York Empire State College 2013 — 2015
Bachelor of Science (BS), Business, Management and Economics, 3.75
Borough of Manhattan Community College 1993 — 1995
Associate of Arts (AS), Office Administration
SUNY Downstate Medical Center August 2003 - Present
Zurich Scudder Investment/Deutsche Bank October 2000 - July 2002
Bear Stearns & Company August 1997 - October 2000
Skills
Microsoft Excel, Microsoft Office, Management, Microsoft Word, PowerPoint, Research, Leadership, Training, Sales, Photoshop, Customer Service
Education
State University of New York Empire State College 2015 — 2016
Advanced Certificate Program, Workforce Development
State University of New York Empire State College 2013 — 2015
Bachelor of Science (BS), Business, Management and Economics, 3.75
Borough of Manhattan Community College 1993 — 1995
Associate of Arts (AS), Office Administration
Josiah Campbell Josiah Campbell's Bear Stearns & Company Experience June 2005 - March 2008
Job Vice President Mortgage Default Operations Readiness
Industry Banking
Experience
Citi August 2015 - Present
Citi March 2012 - Present
Morgan Stanley April 2009 - March 2012
JPMorgan Chase & Co. March 2008 - April 2009
Bear Stearns & Company June 2005 - March 2008
Nationwide Financial May 2004 - May 2005
First Investors Corporation January 2004 - May 2004
Skills
Financial Analysis, Capital Markets, Database Management, Reporting & Analysis, Mortgage Servicing, SQL Server, SSRS, SSIS, Tableau, DBArtisan, Series 6, Series 63, Property & Casualty..., Annuities, SOX, Sybase SQL Anywhere, UNIX Databases, Insurance Planning, Project Portfolio..., Business Analysis, Business Intelligence, Relationship Management, Data Analysis, SQL, Microsoft SQL Server, Process Improvement, Sarbanes-Oxley Act, Project Management, Finance, Loss Mitigation, Mortgage Banking
Education
Texas A&M University 2000 — 2003
Bachelor of Arts, International Studies
Citi August 2015 - Present
Citi March 2012 - Present
Morgan Stanley April 2009 - March 2012
JPMorgan Chase & Co. March 2008 - April 2009
Bear Stearns & Company June 2005 - March 2008
Nationwide Financial May 2004 - May 2005
First Investors Corporation January 2004 - May 2004
Skills
Financial Analysis, Capital Markets, Database Management, Reporting & Analysis, Mortgage Servicing, SQL Server, SSRS, SSIS, Tableau, DBArtisan, Series 6, Series 63, Property & Casualty..., Annuities, SOX, Sybase SQL Anywhere, UNIX Databases, Insurance Planning, Project Portfolio..., Business Analysis, Business Intelligence, Relationship Management, Data Analysis, SQL, Microsoft SQL Server, Process Improvement, Sarbanes-Oxley Act, Project Management, Finance, Loss Mitigation, Mortgage Banking
Education
Texas A&M University 2000 — 2003
Bachelor of Arts, International Studies
Alicia Nevruzian Alicia Nevruzian's Bear Stearns & Company Experience 1983 - 1985
Job Facility Manager at Franklin Templeton Investments
Industry Financial Services
Experience
Franklin Templeton Investments 1988 - Present
Alliance Capital Asset Management Limited 1986 - 1988
Bear Stearns & Company 1983 - 1985
Eloff Hanson 1980 - 1983
Mallory, Jones, Lynch & Assoc. 1978 - 1980
Penske Truck Leasing 1976 - January 1978
Education
Bergen Community College 1975 — 1978
Associate's Degree, Business Administration and Management, General
Passaic High School 1974 — 1975
World Trade Institute
Import/Export Regulations and Requirements
World Trade Institute
Oil Ship Brokerage Regulations
Franklin Templeton Investments 1988 - Present
Alliance Capital Asset Management Limited 1986 - 1988
Bear Stearns & Company 1983 - 1985
Eloff Hanson 1980 - 1983
Mallory, Jones, Lynch & Assoc. 1978 - 1980
Penske Truck Leasing 1976 - January 1978
Education
Bergen Community College 1975 — 1978
Associate's Degree, Business Administration and Management, General
Passaic High School 1974 — 1975
World Trade Institute
Import/Export Regulations and Requirements
World Trade Institute
Oil Ship Brokerage Regulations
Gilbert Matthews's Bear Stearns & Company Experience December 1960 - December 1995
Job Chaiman, Sutter Securities
Industry Investment Banking
Experience
Sutter Securities Incorporated December 1995 - Present
Bear Stearns & Company December 1960 - December 1995
Skills
Investment Banking, Mergers & Acquisitions, Business Valuation, Fairness Opinions
Education
Harvard University 1947 — 1951
AB, Astronomy
Sutter Securities Incorporated December 1995 - Present
Bear Stearns & Company December 1960 - December 1995
Skills
Investment Banking, Mergers & Acquisitions, Business Valuation, Fairness Opinions
Education
Harvard University 1947 — 1951
AB, Astronomy
Danny Reich Danny Reich's Bear Stearns & Company Experience June 2003 - May 2008
Job Principal, Banyan Global Investment Advisors LLC
Industry Financial Services
Experience
Banyan Global Investment Advisors LLC June 2011 - Present
Reich Investment Advisors LLC June 2008 - June 2011
Bear Stearns & Company June 2003 - May 2008
Lehman Brothers May 1998 - December 2002
Donaldson, Lufkin & Jenrette June 1993 - December 1998
Skills
Municipal Bonds, Fixed Income, High Net Worth..., Alternative Investments, Wealth Management, Equities, ETFs, Asset Allocation, Investments, Asset Management, Derivatives, Options..., CMBS, Mezzanine Lending, IRAs, 401(k)s, Special Needs Trusts
Education
Temple University
Banyan Global Investment Advisors LLC June 2011 - Present
Reich Investment Advisors LLC June 2008 - June 2011
Bear Stearns & Company June 2003 - May 2008
Lehman Brothers May 1998 - December 2002
Donaldson, Lufkin & Jenrette June 1993 - December 1998
Skills
Municipal Bonds, Fixed Income, High Net Worth..., Alternative Investments, Wealth Management, Equities, ETFs, Asset Allocation, Investments, Asset Management, Derivatives, Options..., CMBS, Mezzanine Lending, IRAs, 401(k)s, Special Needs Trusts
Education
Temple University
Neil Robbins, CFA Neil Robbins, CFA's Bear Stearns & Company Experience June 1996 - July 2005
Job Senior Associate at Mercer
Industry Financial Services
Experience
Marsh & McLennan Companies, Inc. July 2005 - December 2014
Bear Stearns & Company June 1996 - July 2005
Skills
Employee Benefits, Insurance, Mutual Funds, Asset Allocation, Investments, Financial Services, Management, Series 6, Defined Benefit, Securities, Fixed Income, Microsoft Excel, Portfolio Management, Finance, Investment Advisory, Risk Management, Retirement
Education
Monmouth University 1993 — 1996
Bachelors, Accounting
Wall high school 1987 — 1991
Marsh & McLennan Companies, Inc. July 2005 - December 2014
Bear Stearns & Company June 1996 - July 2005
Skills
Employee Benefits, Insurance, Mutual Funds, Asset Allocation, Investments, Financial Services, Management, Series 6, Defined Benefit, Securities, Fixed Income, Microsoft Excel, Portfolio Management, Finance, Investment Advisory, Risk Management, Retirement
Education
Monmouth University 1993 — 1996
Bachelors, Accounting
Wall high school 1987 — 1991
Jonathan Crawley Jonathan Crawley's Bear Stearns & Company Experience August 2007 - March 2008
Job VP Investments, Financial Advisor
Industry Financial Services
Experience
Raymond James Financial Inc. January 2015 - Present
J.P. Morgan March 2010 - January 2015
J.P. Morgan March 2008 - March 2010
Bear Stearns & Company August 2007 - March 2008
Ameriprise Financial Services, Inc. July 2006 - August 2007
Education
Syracuse University 2002 — 2006
Bachelor's Degree, History
Catholic Memorial
Catholic Memorial
Raymond James Financial Inc. January 2015 - Present
J.P. Morgan March 2010 - January 2015
J.P. Morgan March 2008 - March 2010
Bear Stearns & Company August 2007 - March 2008
Ameriprise Financial Services, Inc. July 2006 - August 2007
Education
Syracuse University 2002 — 2006
Bachelor's Degree, History
Catholic Memorial
Catholic Memorial
Nadir Ali Syed's Bear Stearns & Company Experience September 2007 - February 2009
Job Senior QA Engineer at Chase Investment Services Corp
Industry Computer Software
Experience
Chase Investment Service Senior QA EngineerChase Investment ServicesMarch 2009 - November 2014
Bear Stearns & Company September 2007 - February 2009
LTC Partners April 2006 - August 2007
American Express June 2005 - March 2006
Skills
Trading Systems, SDLC, Quality Assurance, SQL, DB2, Unix, Agile Methodologies, Test Automation, ALM, HP Quality Center, C++, Shell Scripting, COBOL, IBM iSeries, IBM AS/400, Testing, User Acceptance Testing, FIX, Equity Trading, Compliance, OATS, JIRA, Order Management, Test Planning
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2000 — 2004
Bachelor of Engineering (B.E.), Electronics and communications Engineering
Chase Investment Service Senior QA EngineerChase Investment ServicesMarch 2009 - November 2014
Bear Stearns & Company September 2007 - February 2009
LTC Partners April 2006 - August 2007
American Express June 2005 - March 2006
Skills
Trading Systems, SDLC, Quality Assurance, SQL, DB2, Unix, Agile Methodologies, Test Automation, ALM, HP Quality Center, C++, Shell Scripting, COBOL, IBM iSeries, IBM AS/400, Testing, User Acceptance Testing, FIX, Equity Trading, Compliance, OATS, JIRA, Order Management, Test Planning
Education
Rajiv Gandhi Prodyogiki Vishwavidyalaya 2000 — 2004
Bachelor of Engineering (B.E.), Electronics and communications Engineering
Andrew Sinclair, CFA, CPA Andrew Sinclair, CFA, CPA's Bear Stearns & Company Experience June 2005 - March 2008
Job Vice President Business Development at GRK Partners, LP
Industry Financial Services
Experience
GRK Partners, LP January 2014 - Present
Strategas Research Partners June 2008 - December 2013
Bear Stearns & Company June 2005 - March 2008
Ernst & Young May 2002 - June 2005
Skills
CFA Charterholder, CPA, Bloomberg, Investments, Series 63, Asset Managment, Economics, Financial Structuring, Macroeconomics, Accounting, Series 24, Investment Management, Asset Management, Finance, Financial Analysis, Trading, Hedge Funds, Fixed Income, Alternative Investments, Chartered Financial..., Financial Modeling, Portfolio Management, Management, Due Diligence
Education
Emory University - Goizueta Business School 1998 — 2002
Bachelor's degree, Accounting
GRK Partners, LP January 2014 - Present
Strategas Research Partners June 2008 - December 2013
Bear Stearns & Company June 2005 - March 2008
Ernst & Young May 2002 - June 2005
Skills
CFA Charterholder, CPA, Bloomberg, Investments, Series 63, Asset Managment, Economics, Financial Structuring, Macroeconomics, Accounting, Series 24, Investment Management, Asset Management, Finance, Financial Analysis, Trading, Hedge Funds, Fixed Income, Alternative Investments, Chartered Financial..., Financial Modeling, Portfolio Management, Management, Due Diligence
Education
Emory University - Goizueta Business School 1998 — 2002
Bachelor's degree, Accounting
T. Benjamin Jennings's Bear Stearns & Company Experience 1987 - 1990
Job CEO, Chairman of the Board at NYMET
Industry Information Technology and Services
Experience
SimpleRelevance July 2015 - Present
NYMET 2013 - Present
Chasm Industries 2004 - 2006
Think Partnership 2004 - 2006
Ciera Technologies Inc 2000 - 2006
Digital Convergence 2000 - 2004
Metal Management April 1996 - July 2000
General Parametrics August 1995 - April 1996
Bear Stearns & Company 1987 - 1990
Prudential Financial 1985 - 1987
Education
Rice University
Bachelor’s Degree, Economics, History, Political Science
SimpleRelevance July 2015 - Present
NYMET 2013 - Present
Chasm Industries 2004 - 2006
Think Partnership 2004 - 2006
Ciera Technologies Inc 2000 - 2006
Digital Convergence 2000 - 2004
Metal Management April 1996 - July 2000
General Parametrics August 1995 - April 1996
Bear Stearns & Company 1987 - 1990
Prudential Financial 1985 - 1987
Education
Rice University
Bachelor’s Degree, Economics, History, Political Science
Jose Villavicencio Jose Villavicencio's Bear Stearns & Company Experience January 2000 - July 2006
Job Strategic IT Sourcing | Vendor & Business Management | Business Analysis & Financials | Open to New Opprotunities
Industry Financial Services
Experience
IntercontinentalExchange, Inc NYSE Euronext November 2009 - December 2014
NYFIX July 2006 - November 2009
Bear Stearns May 2003 - July 2006
Bear Stearns & Company January 2000 - July 2006
Bear Stearns & Company January 2000 - July 2006
Bear Stearns & Company June 1998 - January 2000
Skills
Market Data, Electronic Trading, Trading Systems, FX Options, Options, IT Strategy, Equities, SDLC, Financial Markets, Fixed Income, Derivatives, Securities, Mainframe Architecture, Unix, Disaster Recovery, Series 7, Trading, Solaris, Equity Derivatives, Perl, Investment Banking, Sybase, Hedge Funds, Infrastructure, Enterprise Architecture, Capital Markets, Financial Services, Process Improvement, IT Procurement, Procurement Contracts, Business Analysis, Business Process, Project Management, Budget Management, Operating Budgets, Budget Forecasts, Business Development, Financial Modeling, Financial Analysis, Financial Reporting, Capital Budgeting, Business Relationship..., Contract Negotiation, Third Party Vendor..., IT Sourcing, IT Service Delivery, ITIL v3 Foundations..., Change Management, Change Control Board, IT Operations
Education
Swarthmore College 1995 — 1998
BS, Biology
Groton School 1991 — 1995
IntercontinentalExchange, Inc NYSE Euronext November 2009 - December 2014
NYFIX July 2006 - November 2009
Bear Stearns May 2003 - July 2006
Bear Stearns & Company January 2000 - July 2006
Bear Stearns & Company January 2000 - July 2006
Bear Stearns & Company June 1998 - January 2000
Skills
Market Data, Electronic Trading, Trading Systems, FX Options, Options, IT Strategy, Equities, SDLC, Financial Markets, Fixed Income, Derivatives, Securities, Mainframe Architecture, Unix, Disaster Recovery, Series 7, Trading, Solaris, Equity Derivatives, Perl, Investment Banking, Sybase, Hedge Funds, Infrastructure, Enterprise Architecture, Capital Markets, Financial Services, Process Improvement, IT Procurement, Procurement Contracts, Business Analysis, Business Process, Project Management, Budget Management, Operating Budgets, Budget Forecasts, Business Development, Financial Modeling, Financial Analysis, Financial Reporting, Capital Budgeting, Business Relationship..., Contract Negotiation, Third Party Vendor..., IT Sourcing, IT Service Delivery, ITIL v3 Foundations..., Change Management, Change Control Board, IT Operations
Education
Swarthmore College 1995 — 1998
BS, Biology
Groton School 1991 — 1995
jennifer grella jennifer grella's Bear Stearns & Company Experience June 1988 - November 1989
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Jacobson PC November 2012 - Present
The Boston Group February 2008 - February 2010
Innosight LLC September 2006 - February 2008
Naked Clay Paint-Your-Own-Pottery Studio May 2003 - September 2006
Leo Burnett Technology Group March 1999 - February 2001
Target Promotions & Marketing, Inc. November 1995 - March 1999
Del Laboratories August 1993 - November 1995
Revlon February 1992 - August 1993
Bear Stearns & Company June 1988 - November 1989
Skills
Marketing, Project Management, Communication, Event Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Marketing
Tufts University 1984 — 1988
Bachelor of Arts (BA), Economics
Riverdale Country School 1975 — 1984
Diploma
Jacobson PC November 2012 - Present
The Boston Group February 2008 - February 2010
Innosight LLC September 2006 - February 2008
Naked Clay Paint-Your-Own-Pottery Studio May 2003 - September 2006
Leo Burnett Technology Group March 1999 - February 2001
Target Promotions & Marketing, Inc. November 1995 - March 1999
Del Laboratories August 1993 - November 1995
Revlon February 1992 - August 1993
Bear Stearns & Company June 1988 - November 1989
Skills
Marketing, Project Management, Communication, Event Management
Education
Babson College - Franklin W. Olin Graduate School of Business 1989 — 1991
Master of Business Administration (MBA), Marketing
Tufts University 1984 — 1988
Bachelor of Arts (BA), Economics
Riverdale Country School 1975 — 1984
Diploma
Robert Wenger's Bear Stearns & Company Experience December 1999 - June 2004
Job Shift supervisor at Universal Services of America
Industry Security and Investigations
Experience
Universal Services of America March 2015 - Present
ABM Industries August 2013 - April 2015
Baya Inc May 2012 - November 2014
Summit Security Services, Inc. July 2008 - October 2011
Baya Inc July 2004 - May 2008
Bear Stearns & Company December 1999 - June 2004
A.M. COSMETICS LIMITED June 1997 - August 1999
Skills
Security, Physical Security, Surveillance, Access Control, CCTV, Operations Management, Supervisory Skills, Protection, Wireless Networking, Team Leadership
Education
Florida Institute of Technology 2013 — 2015
Business Administration and Management, General
Universal Services of America March 2015 - Present
ABM Industries August 2013 - April 2015
Baya Inc May 2012 - November 2014
Summit Security Services, Inc. July 2008 - October 2011
Baya Inc July 2004 - May 2008
Bear Stearns & Company December 1999 - June 2004
A.M. COSMETICS LIMITED June 1997 - August 1999
Skills
Security, Physical Security, Surveillance, Access Control, CCTV, Operations Management, Supervisory Skills, Protection, Wireless Networking, Team Leadership
Education
Florida Institute of Technology 2013 — 2015
Business Administration and Management, General
Rick Jerman Rick Jerman's Bear Stearns & Company Experience 1996 - 2008
Job NOC Analyst at AmeriHealth Caritas
Industry Information Technology and Services
Experience
AmeriHealth Caritas September 2015 - Present
JPMorgan Chase & Co. June 2011 - May 2015
JP Morgan Chase 2008 - 2012
Bear Stearns & Company 1996 - 2008
Skills
Unix, SQL, SDLC, Oracle, Requirements Analysis, Project Management, Shell Scripting, Linux, ITIL, Integration
Education
Cheyney University of Pennsylvania 1980 — 1982
East Side High School, Business, Management, Marketing, and Related Support Services
AmeriHealth Caritas September 2015 - Present
JPMorgan Chase & Co. June 2011 - May 2015
JP Morgan Chase 2008 - 2012
Bear Stearns & Company 1996 - 2008
Skills
Unix, SQL, SDLC, Oracle, Requirements Analysis, Project Management, Shell Scripting, Linux, ITIL, Integration
Education
Cheyney University of Pennsylvania 1980 — 1982
East Side High School, Business, Management, Marketing, and Related Support Services
Carsten Schwarting's Bear Stearns & Company Experience April 2006 - July 2008
Job Managing Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2008 - Present
Bear Stearns & Company April 2006 - July 2008
Citi July 2001 - April 2006
Skills
Capital Markets, Fixed Income, Management, Hedge Funds, Derivatives, Trading
Education
Harvard University 1997 — 2001
Bachelor of Arts (BA), Economics
Goldman Sachs July 2008 - Present
Bear Stearns & Company April 2006 - July 2008
Citi July 2001 - April 2006
Skills
Capital Markets, Fixed Income, Management, Hedge Funds, Derivatives, Trading
Education
Harvard University 1997 — 2001
Bachelor of Arts (BA), Economics
Avram Altaras Avram Altaras's Bear Stearns & Company Experience January 1988 - August 2008
Job Institutional Fixed Income Sales Executive | Producer/Manager Global Rates | Relationships in Real Money/Leveraged Funds
Industry Financial Services
Experience
BNY Mellon October 2011 - Present
RBC Capital Markets August 2008 - August 2011
Bear Stearns & Company January 1988 - August 2008
Goldman Sachs July 1985 - January 1988
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Asset Management, Valuation, Structured Products, Interest Rate..., Financial Modeling, Finance, Bonds, Series 7
Education
Columbia University in the City of New York
Doctor of Philosophy (PhD), Fluid Mechanics
Columbia University in the City of New York
Bachelor's Degree, Mechanical Engineering
BNY Mellon October 2011 - Present
RBC Capital Markets August 2008 - August 2011
Bear Stearns & Company January 1988 - August 2008
Goldman Sachs July 1985 - January 1988
Skills
Fixed Income, Capital Markets, Derivatives, Hedge Funds, Asset Management, Valuation, Structured Products, Interest Rate..., Financial Modeling, Finance, Bonds, Series 7
Education
Columbia University in the City of New York
Doctor of Philosophy (PhD), Fluid Mechanics
Columbia University in the City of New York
Bachelor's Degree, Mechanical Engineering
Hector Ramos's Bear Stearns & Company Experience April 2001 - June 2008
Job Tableau Developer
Industry Investment Banking
Experience
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch July 2015 - Present
Columbia University in the City of New York March 2015 - June 2015
Pfizer September 2009 - February 2015
Bear Stearns & Company April 2001 - June 2008
Bear Stearns & Company November 1997 - March 2001
Skills
Microsoft Office, Illustrator, PowerPoint, Microsoft Excel, Adobe Acrobat, Photoshop, SharePoint, Adobe Creative Suite, MapInfo, HTML, Microsoft Word, Visio, Graphic Design, Software Documentation, Outlook, Dreamweaver, Windows, InDesign, OS X, Data Visualization
Education
The College of Westchester
Graphic Design
Bank of America Merrill Lynch September 2015 - Present
Bank of America Merrill Lynch July 2015 - Present
Columbia University in the City of New York March 2015 - June 2015
Pfizer September 2009 - February 2015
Bear Stearns & Company April 2001 - June 2008
Bear Stearns & Company November 1997 - March 2001
Skills
Microsoft Office, Illustrator, PowerPoint, Microsoft Excel, Adobe Acrobat, Photoshop, SharePoint, Adobe Creative Suite, MapInfo, HTML, Microsoft Word, Visio, Graphic Design, Software Documentation, Outlook, Dreamweaver, Windows, InDesign, OS X, Data Visualization
Education
The College of Westchester
Graphic Design
Phil Lombardo Phil Lombardo's Bear Stearns & Company Experience April 1982 - May 2007
Job President at Philbear LLC
Industry Real Estate
Experience
Philbear LLC 1995 - Present
BEAR STEARNS & COMPANY April 1982 - May 2007
Skills
ABS, Fixed Income, Structured Products, Risk Management, Residential Mortgages, Fixed Income Products, CMBS, Mortgage, Trading, Financial Reporting, Securities, MBS, Bonds
Education
Pace University - Lubin School of Business 1977 — 1981
Bachelor’s Degree, public accounting
Monsignor Farrell High School 1973 — 1977
High School
Philbear LLC 1995 - Present
BEAR STEARNS & COMPANY April 1982 - May 2007
Skills
ABS, Fixed Income, Structured Products, Risk Management, Residential Mortgages, Fixed Income Products, CMBS, Mortgage, Trading, Financial Reporting, Securities, MBS, Bonds
Education
Pace University - Lubin School of Business 1977 — 1981
Bachelor’s Degree, public accounting
Monsignor Farrell High School 1973 — 1977
High School
Denise Esposito Denise Esposito's Bear Stearns & Company Experience September 1997 - January 2001
Job Guest Service Representative
Industry Hospitality
Experience
Marriott International September 2010 - Present
Navigant September 2006 - November 2008
Deloitte January 2003 - November 2006
Marsh & McLennan Companies, Inc. October 2001 - November 2002
Bear Stearns & Company September 1997 - January 2001
Skills
Microsoft Office, Customer Relations, Events Coordination, Seminar Presentations, PowerPoint, Microsoft Word, Microsoft Excel, Travel Arrangements, Event Photography, Photography, Organizational..., Great Organizer, Executive..., Interviewing Skills, Outlook Express, MICROS, ADP Payroll, Hospitality, Office Equipment..., Executive Calendar..., Business Correspondence, Database Administration, New Hire Orientations
Education
Bergen Community College 1999 — 2003
Certificate, Computer Graphics
Berkeley College-Woodland Park 1991 — 1994
Certificate, Accounting and Business/Management
Marriott International September 2010 - Present
Navigant September 2006 - November 2008
Deloitte January 2003 - November 2006
Marsh & McLennan Companies, Inc. October 2001 - November 2002
Bear Stearns & Company September 1997 - January 2001
Skills
Microsoft Office, Customer Relations, Events Coordination, Seminar Presentations, PowerPoint, Microsoft Word, Microsoft Excel, Travel Arrangements, Event Photography, Photography, Organizational..., Great Organizer, Executive..., Interviewing Skills, Outlook Express, MICROS, ADP Payroll, Hospitality, Office Equipment..., Executive Calendar..., Business Correspondence, Database Administration, New Hire Orientations
Education
Bergen Community College 1999 — 2003
Certificate, Computer Graphics
Berkeley College-Woodland Park 1991 — 1994
Certificate, Accounting and Business/Management
David Kirchblum David Kirchblum's Bear Stearns & Company Experience 2007 - 2007
Job Corporate and Finance Associate Proskauer Rose LLP
Industry Law Practice
Experience
Proskauer Rose LLP March 2014 - Present
Milbank, Tweed, Hadley & McCloy LLP 2009 - 2014
Bear Stearns & Company 2007 - 2007
Thompson Hine LLP 2005 - 2006
Skills
Project Finance, Political Risk Analysis, Energy, Corporate Law, Securities Regulation, Joint Ventures, International Law, Private Equity, Commercial Litigation, Corporate Governance, Due Diligence, Mergers & Acquisitions, Intellectual Property, Legal Research, Legal Writing, Non-disclosure..., Leveraged Finance, Cross-border..., Bankruptcy, Competition Law, Legal Advice
Education
Boston College Law School
Juris Doctor, Law
Colgate University
Bachelor of Arts (B.A.), magna cum laude
High School
Proskauer Rose LLP March 2014 - Present
Milbank, Tweed, Hadley & McCloy LLP 2009 - 2014
Bear Stearns & Company 2007 - 2007
Thompson Hine LLP 2005 - 2006
Skills
Project Finance, Political Risk Analysis, Energy, Corporate Law, Securities Regulation, Joint Ventures, International Law, Private Equity, Commercial Litigation, Corporate Governance, Due Diligence, Mergers & Acquisitions, Intellectual Property, Legal Research, Legal Writing, Non-disclosure..., Leveraged Finance, Cross-border..., Bankruptcy, Competition Law, Legal Advice
Education
Boston College Law School
Juris Doctor, Law
Colgate University
Bachelor of Arts (B.A.), magna cum laude
High School
Sashiraj Pydishetty Sashiraj Pydishetty's Bear Stearns & Company Experience December 2002 - March 2008
Job Vice President at JPMorgan Chase
Industry Information Technology and Services
Experience
JPMorgan Chase April 2008 - Present
Bear Stearns & Company December 2002 - March 2008
Starpoint Solutions May 1998 - November 2002
Skills
SDLC, Enterprise Architecture, Agile Methodologies, Project Management, Requirements Analysis, SOA, Business Analysis, IT Strategy, Quality Assurance, Trading Systems, Vendor Management, Requirements Gathering, Testing, Databases, Management, Software Project..., Fixed Income, solutions architect, Program Management
Education
Northern Illinois University 1994 — 1996
MS, Computer Science
Osmania University 1989 — 1993
BE, Electronics and Communication Engineering
Hyderabad Public School
JPMorgan Chase April 2008 - Present
Bear Stearns & Company December 2002 - March 2008
Starpoint Solutions May 1998 - November 2002
Skills
SDLC, Enterprise Architecture, Agile Methodologies, Project Management, Requirements Analysis, SOA, Business Analysis, IT Strategy, Quality Assurance, Trading Systems, Vendor Management, Requirements Gathering, Testing, Databases, Management, Software Project..., Fixed Income, solutions architect, Program Management
Education
Northern Illinois University 1994 — 1996
MS, Computer Science
Osmania University 1989 — 1993
BE, Electronics and Communication Engineering
Hyderabad Public School
Mary Mccaw Mary Mccaw's Bear Stearns & Company Experience September 1996 - June 2004
Job Vice President at BNY Mellon
Industry Financial Services
Experience
BNY Mellon December 2012 - Present
Pershing, a BNY Mellon company June 2004 - December 2012
Bear Stearns & Company September 1996 - June 2004
Crum & Forster Enterprise February 1988 - April 1992
First Fidelity Bank March 1987 - March 1988
First National State Bank August 1983 - March 1987
Skills
Risk Management, Financial Analysis, Customer Service, Business Analysis, Strategic Planning, Public Speaking, Data Analysis, Team Building, Change Management, Software Development, Event Management, Engineering, Continuous Improvement, ITIL, Knowledge Management, Leadership, Team Leadership, Leadership Development, Project Management, Quality Assurance, Quality Management, Quality Control, Software Quality..., V&V, Management
Education
Pace University 2012 — 2015
Master's degree, Information Technology
Chubb Institute 1985 — 1987
Engineer's Degree, Information Technology
Wheaton College 1979 — 1983
Bachelor of Business Administration (BBA), Economics
BNY Mellon December 2012 - Present
Pershing, a BNY Mellon company June 2004 - December 2012
Bear Stearns & Company September 1996 - June 2004
Crum & Forster Enterprise February 1988 - April 1992
First Fidelity Bank March 1987 - March 1988
First National State Bank August 1983 - March 1987
Skills
Risk Management, Financial Analysis, Customer Service, Business Analysis, Strategic Planning, Public Speaking, Data Analysis, Team Building, Change Management, Software Development, Event Management, Engineering, Continuous Improvement, ITIL, Knowledge Management, Leadership, Team Leadership, Leadership Development, Project Management, Quality Assurance, Quality Management, Quality Control, Software Quality..., V&V, Management
Education
Pace University 2012 — 2015
Master's degree, Information Technology
Chubb Institute 1985 — 1987
Engineer's Degree, Information Technology
Wheaton College 1979 — 1983
Bachelor of Business Administration (BBA), Economics
scott worcester scott worcester's Bear Stearns & Company Experience June 1999 - August 2008
Job Equity Derivatives Trading and Risk Management
Industry Capital Markets
Experience
Scotiabank 2010 - 2014
Bear Stearns & Company June 1999 - August 2008
0'connor & Associates/Swiss Bank September 1994 - December 1996
US Navy September 1987 - August 1991
Skills
Derivatives, Trading, Capital Markets, Risk Management, Investments, Financial Analysis, Equities, Options, Structured Products, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Cornell University 1983 — 1987
Bachelor's Degree, Mechanical Engineering
Scotiabank 2010 - 2014
Bear Stearns & Company June 1999 - August 2008
0'connor & Associates/Swiss Bank September 1994 - December 1996
US Navy September 1987 - August 1991
Skills
Derivatives, Trading, Capital Markets, Risk Management, Investments, Financial Analysis, Equities, Options, Structured Products, Trading Systems
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
Master of Business Administration (M.B.A.), Finance, General
Cornell University 1983 — 1987
Bachelor's Degree, Mechanical Engineering
Valerie Profitt Valerie Profitt's Bear Stearns & Company Experience May 1996 - June 2008
Job Travel Consultant at UNDP
Industry Program Development
Experience
UNDP October 2014 - Present
Coldwell Banker July 2012 - November 2014
Bear Stearns & Company May 1996 - June 2008
Journey Corp May 1991 - May 1996
Foster Joyce May 1988 - May 1991
Carlson Wagonlit April 1985 - May 1988
Skills
Microsoft Office, Management, Sales, Microsoft Excel, Project Management, Leadership, Marketing
Education
Purchase College, SUNY 2008 — 2011
Cultural Anthropology
UNDP October 2014 - Present
Coldwell Banker July 2012 - November 2014
Bear Stearns & Company May 1996 - June 2008
Journey Corp May 1991 - May 1996
Foster Joyce May 1988 - May 1991
Carlson Wagonlit April 1985 - May 1988
Skills
Microsoft Office, Management, Sales, Microsoft Excel, Project Management, Leadership, Marketing
Education
Purchase College, SUNY 2008 — 2011
Cultural Anthropology
Steven J Cook Steven J Cook's Bear Stearns & Company Experience 1977 - 1994
Job President at Strategic Stock Investments
Industry Investment Management
Experience
Strategic Stock Investments January 2002 - Present
southwest merchant group April 1989 - Present
Bear Stearns & Company 1977 - 1994
scudder stevens and clark 1969 - 1977
Skills
Mergers & Acquisitions, Investments, Due Diligence, Strategic Planning, New Business Development, Start-ups, Financial Modeling, Business Development, Entrepreneurship, Venture Capital
Education
Harvard Business School 1966 — 1968
Master of Business Administration (MBA), Finance, General
University of Oklahoma 1960 — 1964
BA Letters, history, literature, philosophy and language
Strategic Stock Investments January 2002 - Present
southwest merchant group April 1989 - Present
Bear Stearns & Company 1977 - 1994
scudder stevens and clark 1969 - 1977
Skills
Mergers & Acquisitions, Investments, Due Diligence, Strategic Planning, New Business Development, Start-ups, Financial Modeling, Business Development, Entrepreneurship, Venture Capital
Education
Harvard Business School 1966 — 1968
Master of Business Administration (MBA), Finance, General
University of Oklahoma 1960 — 1964
BA Letters, history, literature, philosophy and language
Mohamed Elzaghl Mohamed Elzaghl's Bear Stearns & Company Experience May 2006 - December 2007
Job Desktop Management and Support
Industry Information Technology and Services
Experience
Alphadyne Asset Management April 2015 - Present
Guggenheim Partners May 2013 - April 2015
Juvenile Diabetes Research Foundation August 2011 - February 2013
Elzaghl Inc. January 2011 - August 2011
JPMorgan Chase & Co. March 2010 - December 2010
JPMorgan Chase & Co. December 2008 - March 2010
Elzaghl Inc. January 2008 - December 2008
Bear Stearns & Company May 2006 - December 2007
Staples February 2006 - May 2006
Skills
VMware, Photoshop, Windows 7, Microsoft Office 2007, Windows XP Pro, Windows Vista, Android, Desktop Computers, Laptops, Tablets, Smartphones, Blackberry, Printers, Scanners, Microsoft Office 2003, Macro, Office 2010, Reuters, Bloomberg, Adobe Acrobat, Camtasia, SnagIt, Symantec Endpoint..., Ghost Imaging, Peregrine, Remedy Ticketing System, Internet Explorer, Firefox, iMacros, Google Chrome, Safari, Blue Hornet, Convio, Cisco VPN, WebEx, CRM, LogMeIn
Education
Cairo University 1993 — 1998
Bachelor of Science, Plant Pathology
Alphadyne Asset Management April 2015 - Present
Guggenheim Partners May 2013 - April 2015
Juvenile Diabetes Research Foundation August 2011 - February 2013
Elzaghl Inc. January 2011 - August 2011
JPMorgan Chase & Co. March 2010 - December 2010
JPMorgan Chase & Co. December 2008 - March 2010
Elzaghl Inc. January 2008 - December 2008
Bear Stearns & Company May 2006 - December 2007
Staples February 2006 - May 2006
Skills
VMware, Photoshop, Windows 7, Microsoft Office 2007, Windows XP Pro, Windows Vista, Android, Desktop Computers, Laptops, Tablets, Smartphones, Blackberry, Printers, Scanners, Microsoft Office 2003, Macro, Office 2010, Reuters, Bloomberg, Adobe Acrobat, Camtasia, SnagIt, Symantec Endpoint..., Ghost Imaging, Peregrine, Remedy Ticketing System, Internet Explorer, Firefox, iMacros, Google Chrome, Safari, Blue Hornet, Convio, Cisco VPN, WebEx, CRM, LogMeIn
Education
Cairo University 1993 — 1998
Bachelor of Science, Plant Pathology
Michael Zarriello's Bear Stearns & Company Experience March 1988 - December 1999
Job Director at Alvarez & Marsal Healthcare Industry Group
Industry Financial Services
Experience
Alvarez & Marsal Healthcare Industry Group September 2014 - Present
Cain Brothers & Company LLP October 2011 - September 2014
Capstone Advisory Group March 2007 - September 2011
Rural/Metro Corporation June 2003 - January 2007
Jesup & Lamont Secirities February 2000 - June 2003
Bear Stearns & Company March 1988 - December 1999
Skills
Valuation, Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Financial Analysis, Investment Banking, Investments, Finance, Restructuring, Capital Markets, Venture Capital
Education
State University of New York at Albany 1967 — 1971
Finance/Accpounting
New York University
MBA- Finance
Alvarez & Marsal Healthcare Industry Group September 2014 - Present
Cain Brothers & Company LLP October 2011 - September 2014
Capstone Advisory Group March 2007 - September 2011
Rural/Metro Corporation June 2003 - January 2007
Jesup & Lamont Secirities February 2000 - June 2003
Bear Stearns & Company March 1988 - December 1999
Skills
Valuation, Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Financial Analysis, Investment Banking, Investments, Finance, Restructuring, Capital Markets, Venture Capital
Education
State University of New York at Albany 1967 — 1971
Finance/Accpounting
New York University
MBA- Finance
Jay Taylor's Bear Stearns & Company Experience August 1999 - April 2000
Job Partner at Taylor Louis LLP
Industry Law Practice
Experience
Taylor Louis LLP January 2012 - Present
DLA Piper US, LLC February 2008 - December 2011
Schulte Roth & Zabel LLP May 2004 - February 2008
BNP Paribas July 2003 - May 2004
Barclays Capital - Barclays Bank PLC April 2000 - January 2003
Bear Stearns & Company August 1999 - April 2000
Deutsche Bank AG September 1998 - August 1999
Sedgwick, Detert, Moran & Arnold August 1994 - August 1998
FDIC October 1989 - May 1994
Skills
ISDA, Structured Finance, Corporate Governance, Securities Regulation, Derivatives, Securities, Fixed Income, Equities, Credit Derivatives, Commodity, Prime Brokerage, Finance, Hedge Funds, Dodd-Frank, Securitization, Cross-border..., Financial Structuring, Private Equity, Capital Markets, Hedging, Investment Banking, Trading, Financial Risk, Corporate Finance, Risk Management, Joint Ventures, Project Finance, Financial Regulation, Banking Law, Structured Products, Corporate Law, Private Placements, Investments, Banking, Due Diligence
Education
The Catholic University of America, Columbus School of Law 1991 — 1994
J.D., Corporate Law
Howard University 1987 — 1991
Bachelor of Arts, Political Science - Economics
Taylor Louis LLP January 2012 - Present
DLA Piper US, LLC February 2008 - December 2011
Schulte Roth & Zabel LLP May 2004 - February 2008
BNP Paribas July 2003 - May 2004
Barclays Capital - Barclays Bank PLC April 2000 - January 2003
Bear Stearns & Company August 1999 - April 2000
Deutsche Bank AG September 1998 - August 1999
Sedgwick, Detert, Moran & Arnold August 1994 - August 1998
FDIC October 1989 - May 1994
Skills
ISDA, Structured Finance, Corporate Governance, Securities Regulation, Derivatives, Securities, Fixed Income, Equities, Credit Derivatives, Commodity, Prime Brokerage, Finance, Hedge Funds, Dodd-Frank, Securitization, Cross-border..., Financial Structuring, Private Equity, Capital Markets, Hedging, Investment Banking, Trading, Financial Risk, Corporate Finance, Risk Management, Joint Ventures, Project Finance, Financial Regulation, Banking Law, Structured Products, Corporate Law, Private Placements, Investments, Banking, Due Diligence
Education
The Catholic University of America, Columbus School of Law 1991 — 1994
J.D., Corporate Law
Howard University 1987 — 1991
Bachelor of Arts, Political Science - Economics
Michael J. Caraccio Michael J. Caraccio's Bear Stearns & Company Experience May 2004 - October 2006
Job IT Business Analyst at UBS Financial
Industry Computer Networking
Experience
UBS April 2014 - Present
UBS October 2010 - March 2014
UBS October 2006 - October 2010
Bear Stearns & Company May 2004 - October 2006
Mellon Financial April 1997 - May 2004
GFT USA November 1995 - April 1997
Skills
Network Administration, Network Engineering, Cisco Routers, Catalyst Switches, Cabling, Change Management, Process Improvement, Technical Analysis, Problem Analysis, Troubleshooting, Problem Solving, Hands-on Problem Solver, Cisco, Root Cause Problem..., Computer Network..., Windows, Business Analysis, Vendor Relations, Customer Relations, Microsoft Office, Windows XP Pro, Windows 2000, Vendor Management, OSPF, TCP/IP, Cisco Technologies, Disaster Recovery, Visio, Switches, Networking, Routing, Customer Service
Education
Hudson County Community College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Computer Systems Networking and Telecommunications
UBS April 2014 - Present
UBS October 2010 - March 2014
UBS October 2006 - October 2010
Bear Stearns & Company May 2004 - October 2006
Mellon Financial April 1997 - May 2004
GFT USA November 1995 - April 1997
Skills
Network Administration, Network Engineering, Cisco Routers, Catalyst Switches, Cabling, Change Management, Process Improvement, Technical Analysis, Problem Analysis, Troubleshooting, Problem Solving, Hands-on Problem Solver, Cisco, Root Cause Problem..., Computer Network..., Windows, Business Analysis, Vendor Relations, Customer Relations, Microsoft Office, Windows XP Pro, Windows 2000, Vendor Management, OSPF, TCP/IP, Cisco Technologies, Disaster Recovery, Visio, Switches, Networking, Routing, Customer Service
Education
Hudson County Community College 1991 — 1993
Associate of Arts and Sciences (A.A.S.), Computer Systems Networking and Telecommunications
Kyle Petersen Kyle Petersen's Bear Stearns & Company Experience September 1993 - January 1994
Job Broker Relationship Manager at Allston Trading
Industry Investment Banking
Experience
Allston Trading November 2014 - Present
JPMorgan March 1999 - August 2014
Sakura Dellsher Inc. January 1994 - March 1999
Bear Stearns & Company September 1993 - January 1994
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Series 7, Trading, Securities, Alternative Investments, Portfolio Management, Series 63, Commodity, Asset Management, Electronic Trading, Options, Financial Markets, Trading Systems
Education
William & Mary 1990 — 1992
MBA, Finance
The University of Texas at Austin 1984 — 1989
BA, Economics
Allston Trading November 2014 - Present
JPMorgan March 1999 - August 2014
Sakura Dellsher Inc. January 1994 - March 1999
Bear Stearns & Company September 1993 - January 1994
Skills
Fixed Income, Equities, Derivatives, Hedge Funds, Capital Markets, Investment Banking, Bloomberg, Series 7, Trading, Securities, Alternative Investments, Portfolio Management, Series 63, Commodity, Asset Management, Electronic Trading, Options, Financial Markets, Trading Systems
Education
William & Mary 1990 — 1992
MBA, Finance
The University of Texas at Austin 1984 — 1989
BA, Economics
Craig Niehaus Craig Niehaus's Bear Stearns & Company Experience May 2000 - April 2001
Job Student at Iowa State
Industry Information Technology and Services
Experience
Principal Financial Group August 2002 - July 2014
Principal Financial Group August 2001 - March 2002
Bear Stearns & Company May 2000 - April 2001
Maxnet Technologies LLC May 1996 - May 2000
Anadig Corporation December 1994 - May 1996
Skills
Cisco IOS, Cisco Routers, Cisco Nexus, Riverbed, Frame Relay, IP Multicast, TCP/IP, QoS, IP VPN, Point to Point, Network Administration, Hardware, Pre-sales, Routers
Education
Iowa State University 2014 — 2018
Bachelor of Science (B.S.), Dietetics/Dietitian, 4.0
University of Iowa 1988 — 1992
Bachelor of Arts (B.A.), Computer Science, 3.06
Principal Financial Group August 2002 - July 2014
Principal Financial Group August 2001 - March 2002
Bear Stearns & Company May 2000 - April 2001
Maxnet Technologies LLC May 1996 - May 2000
Anadig Corporation December 1994 - May 1996
Skills
Cisco IOS, Cisco Routers, Cisco Nexus, Riverbed, Frame Relay, IP Multicast, TCP/IP, QoS, IP VPN, Point to Point, Network Administration, Hardware, Pre-sales, Routers
Education
Iowa State University 2014 — 2018
Bachelor of Science (B.S.), Dietetics/Dietitian, 4.0
University of Iowa 1988 — 1992
Bachelor of Arts (B.A.), Computer Science, 3.06
William F. Coyle Jr. William F. Coyle Jr.'s Bear Stearns & Company Experience September 1990 - December 1995
Job Senior Director at Fidelity Investments: Operation and Services for Fidelity Institutional Clients
Industry Financial Services
Experience
Fidelity Investments October 2011 - Present
Fidelity Investments April 2008 - September 2011
Fidelity Investments July 2002 - March 2008
Fidelity Investments December 1995 - July 2002
Bear Stearns & Company September 1990 - December 1995
Ladenburg Thalmann February 1988 - June 1990
Skills
Strategic Planning, Financial / Risk..., Business Process..., Project Management, Relationship Management, Staff Development, Budget and Forecasting, Business Continuity..., Balanced Scorecard, Client Billing, Financial Services, Risk Management
Education
Rutgers University 1982 — 1987
Bachelor’s Degree, Economics
Fidelity Investments October 2011 - Present
Fidelity Investments April 2008 - September 2011
Fidelity Investments July 2002 - March 2008
Fidelity Investments December 1995 - July 2002
Bear Stearns & Company September 1990 - December 1995
Ladenburg Thalmann February 1988 - June 1990
Skills
Strategic Planning, Financial / Risk..., Business Process..., Project Management, Relationship Management, Staff Development, Budget and Forecasting, Business Continuity..., Balanced Scorecard, Client Billing, Financial Services, Risk Management
Education
Rutgers University 1982 — 1987
Bachelor’s Degree, Economics
Rina J. Lazar's Bear Stearns & Company Experience July 2000 - August 2000
Job Private Placement Partners, Inc. : Strategic Search Consultant for Private Equity and Real Estate
Industry Financial Services
Experience
Private Placement Partners, Inc. : Strategic Search Consultants for Private Equity & Real Estate January 2007 - Present
Hain Capital Group 2005 - 2006
Merrill Lynch June 2002 - August 2004
Crown Resources A.G./U.S.A. September 2001 - June 2002
New York State Comptroller's Office July 2001 - September 2001
Bear Stearns & Company July 2000 - August 2000
Education
Queens College 1999 — 2002
BA, Economics & Business and Liberal Arts
UCL 2001 — 2001
Economics
Private Placement Partners, Inc. : Strategic Search Consultants for Private Equity & Real Estate January 2007 - Present
Hain Capital Group 2005 - 2006
Merrill Lynch June 2002 - August 2004
Crown Resources A.G./U.S.A. September 2001 - June 2002
New York State Comptroller's Office July 2001 - September 2001
Bear Stearns & Company July 2000 - August 2000
Education
Queens College 1999 — 2002
BA, Economics & Business and Liberal Arts
UCL 2001 — 2001
Economics
Kannan Varadachari's Bear Stearns & Company Experience May 2005 - May 2008
Job
Industry Information Technology and Services
Experience
JPMorgan Chase June 2008 - Present
Bear Stearns & Company May 2005 - May 2008
JPMorgan Chase April 2003 - May 2005
Normandy Asset Management March 2002 - September 2003
AIG Technologies 2003 - 2003
Fleet Securities February 2000 - February 2002
MTV Networks January 1997 - July 1999
Viacom 1997 - 1999
Complete Business Solutions July 1993 - December 1996
Dubai Aluminium Company (DUBAL) July 1989 - March 1993
Skills
Unix, Sybase, Integration, Trading Systems, SDLC, Enterprise Architecture, Oracle, Databases, Prime Brokerage, IT Strategy, Investment Banking, SOA, Equities, Architecture, Business Analysis, IT Management, Business Intelligence, Solution Architecture, Enterprise Software, Low Latency, Software Project..., Data Warehousing, Requirements Analysis, Data Modeling, Vendor Management, Disaster Recovery, Requirements Gathering, Market Data, Electronic Trading, Solaris, WebLogic, .NET, Agile Methodologies, Software Development, Servers, ETL, Reference Data, Architectures
Education
Indian Institute of Technology, Madras 1985 — 1987
MS
University of Madras 1978 — 1983
BS Honors
D G Vaishnav college, Arumbakkam, Chennai 1977 — 1978
P.U.C
Avichi High School, Virugambakkam, Chennai 1976 — 1977
SSLC
JPMorgan Chase June 2008 - Present
Bear Stearns & Company May 2005 - May 2008
JPMorgan Chase April 2003 - May 2005
Normandy Asset Management March 2002 - September 2003
AIG Technologies 2003 - 2003
Fleet Securities February 2000 - February 2002
MTV Networks January 1997 - July 1999
Viacom 1997 - 1999
Complete Business Solutions July 1993 - December 1996
Dubai Aluminium Company (DUBAL) July 1989 - March 1993
Skills
Unix, Sybase, Integration, Trading Systems, SDLC, Enterprise Architecture, Oracle, Databases, Prime Brokerage, IT Strategy, Investment Banking, SOA, Equities, Architecture, Business Analysis, IT Management, Business Intelligence, Solution Architecture, Enterprise Software, Low Latency, Software Project..., Data Warehousing, Requirements Analysis, Data Modeling, Vendor Management, Disaster Recovery, Requirements Gathering, Market Data, Electronic Trading, Solaris, WebLogic, .NET, Agile Methodologies, Software Development, Servers, ETL, Reference Data, Architectures
Education
Indian Institute of Technology, Madras 1985 — 1987
MS
University of Madras 1978 — 1983
BS Honors
D G Vaishnav college, Arumbakkam, Chennai 1977 — 1978
P.U.C
Avichi High School, Virugambakkam, Chennai 1976 — 1977
SSLC
Bill Lyons's Bear Stearns & Company Experience 1990 - 1996
Job Director, Servicing Capital Market Transactions at Freddie Mac
Industry Management Consulting
Experience
Freddie Mac December 2014 - Present
Seneca Creek Energy January 2010 - Present
City Light Capital January 2010 - Present
City Light Carbon, LLC November 2010 - October 2013
AES Corporation April 2004 - December 2008
Bowwave March 2000 - April 2004
Freddie Mac September 1996 - February 2000
Bear Stearns September 1991 - September 1996
Bear Stearns & Company 1990 - 1996
Bear Stearns & Company 1990 - 1996
Skills
Energy, Venture Capital, Environmental Awareness, Business Development, Management, Investments, Carbon, Alternative Energy, Capital Markets, Climate, Start-ups, Mergers & Acquisitions, Due Diligence, Strategy, Renewable Energy
Education
United States Naval Academy 1981 — 1985
Bachelor's of Science Degree, Applied Mathematics
John Jay Senior High School 1978 — 1981
High School Diploma
Freddie Mac December 2014 - Present
Seneca Creek Energy January 2010 - Present
City Light Capital January 2010 - Present
City Light Carbon, LLC November 2010 - October 2013
AES Corporation April 2004 - December 2008
Bowwave March 2000 - April 2004
Freddie Mac September 1996 - February 2000
Bear Stearns September 1991 - September 1996
Bear Stearns & Company 1990 - 1996
Bear Stearns & Company 1990 - 1996
Skills
Energy, Venture Capital, Environmental Awareness, Business Development, Management, Investments, Carbon, Alternative Energy, Capital Markets, Climate, Start-ups, Mergers & Acquisitions, Due Diligence, Strategy, Renewable Energy
Education
United States Naval Academy 1981 — 1985
Bachelor's of Science Degree, Applied Mathematics
John Jay Senior High School 1978 — 1981
High School Diploma
Joseph Mugno's Bear Stearns & Company Experience 2000 - 2001
Job Executive Director at Mbraced Marketing L.L.C
Industry Management Consulting
Experience
Mbraced Marketing L.L.C January 2015 - Present
MassMutual Financial Group 2013 - 2014
Logical Source, Inc. 2011 - 2013
UBS Wealth Management 2009 - 2010
Morgan Stanley 2001 - 2009
Bear Stearns & Company 2000 - 2001
Prudential Financial 1993 - 2000
Skills
Financial Services, Sales, New Business Development, Disability Insurance, Retirement, Insurance, Investments, Long Term Care Insurance, Operations Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Economics
Don Bosco Tech 1980 — 1984
Mbraced Marketing L.L.C January 2015 - Present
MassMutual Financial Group 2013 - 2014
Logical Source, Inc. 2011 - 2013
UBS Wealth Management 2009 - 2010
Morgan Stanley 2001 - 2009
Bear Stearns & Company 2000 - 2001
Prudential Financial 1993 - 2000
Skills
Financial Services, Sales, New Business Development, Disability Insurance, Retirement, Insurance, Investments, Long Term Care Insurance, Operations Management
Education
Rutgers, The State University of New Jersey-New Brunswick 1984 — 1988
Bachelor of Arts (B.A.), Economics
Don Bosco Tech 1980 — 1984
Duncan, Robert's Bear Stearns & Company Experience January 1992 - January 1997
Job Sales at MercedesBenz USA
Industry Marketing and Advertising
Experience
Mercedes-Benz USA March 2015 - Present
Pinnacle Media, LLC 2010 - Present
TackleBox Media December 2014 - March 2015
DCM, LLC January 1999 - January 2010
Bear Stearns & Company January 1992 - January 1997
Lehman Brothers January 1990 - January 1992
Skills
New Business Development, Marketing Strategy, Marketing, Customer Service, Entrepreneurship, Business Strategy, Strategy, Strategic Planning, Contract Negotiation, Sales, Investments, Mergers & Acquisitions, Start-ups, Press Releases, Negotiation, Management
Education
Medical University of South Carolina 1982 — 1984
The University of Georgia 1978 — 1982
Bachelor of Science (BS)
Mercedes-Benz USA March 2015 - Present
Pinnacle Media, LLC 2010 - Present
TackleBox Media December 2014 - March 2015
DCM, LLC January 1999 - January 2010
Bear Stearns & Company January 1992 - January 1997
Lehman Brothers January 1990 - January 1992
Skills
New Business Development, Marketing Strategy, Marketing, Customer Service, Entrepreneurship, Business Strategy, Strategy, Strategic Planning, Contract Negotiation, Sales, Investments, Mergers & Acquisitions, Start-ups, Press Releases, Negotiation, Management
Education
Medical University of South Carolina 1982 — 1984
The University of Georgia 1978 — 1982
Bachelor of Science (BS)
Colin Gregoire's Bear Stearns & Company Experience May 1998 - July 1999
Job Director at Bank of America
Industry Banking
Experience
Bank of America October 2013 - Present
IBM April 2007 - October 2013
Eliassen Group May 2002 - April 2007
CSC July 1999 - May 2002
Bear Stearns & Company May 1998 - July 1999
Skills
Management Consulting, Business Transformation, Change Management, IT Strategy, Organizational Design, Business Process..., Program Management, Strategy, Financial Analysis, Management, Project Portfolio..., Business Process, Financial Services, Business Strategy, Project Management, Consulting, Business Intelligence, Business Analysis, Six Sigma, Analytics, PMO, Business Process..., Governance
Education
Brown University 1994 — 1998
BA, International Business
Bank of America October 2013 - Present
IBM April 2007 - October 2013
Eliassen Group May 2002 - April 2007
CSC July 1999 - May 2002
Bear Stearns & Company May 1998 - July 1999
Skills
Management Consulting, Business Transformation, Change Management, IT Strategy, Organizational Design, Business Process..., Program Management, Strategy, Financial Analysis, Management, Project Portfolio..., Business Process, Financial Services, Business Strategy, Project Management, Consulting, Business Intelligence, Business Analysis, Six Sigma, Analytics, PMO, Business Process..., Governance
Education
Brown University 1994 — 1998
BA, International Business
Michael Megliola's Bear Stearns & Company Experience 1998 - 2001
Job cofounder at Trovo
Industry Capital Markets
Experience
Trovo September 2012 - Present
(none) July 2011 - September 2012
Bank of New York Mellon December 2009 - June 2011
Portsmouth Financial Systems LLC 2006 - December 2009
CDC / IXIS 2001 - 2006
Bear Stearns & Company 1998 - 2001
Charter Research / Conquest 1992 - 1998
AEW Capital Management 1985 - 1989
Skills
Software Development
Education
Harvard University 1981 — 1985
Trovo September 2012 - Present
(none) July 2011 - September 2012
Bank of New York Mellon December 2009 - June 2011
Portsmouth Financial Systems LLC 2006 - December 2009
CDC / IXIS 2001 - 2006
Bear Stearns & Company 1998 - 2001
Charter Research / Conquest 1992 - 1998
AEW Capital Management 1985 - 1989
Skills
Software Development
Education
Harvard University 1981 — 1985
Ariadne Mui's Bear Stearns & Company Experience April 2006 - October 2006
Job Business Analyst /Senior Implementations Specialist Vice President, Portfolio Services at BlackRock
Industry Financial Services
Experience
BlackRock November 2009 - Present
Blackrock Financial Management October 2006 - November 2009
Bear Stearns & Company April 2006 - October 2006
Bear Stearns & Company September 2003 - April 2006
Bear Stearns & Company July 2001 - September 2003
Citi March 1999 - July 2001
Skills
Fixed Income, Series 7, Prime Brokerage, Hedge Funds, Equities, Alternative Investments, Bloomberg, Asset Management, Derivatives, Investment Banking, Securities, Middle Office, Capital Markets, Mutual Funds, Financial Services, Series 63, Bonds, Portfolio Management, Trading, Investments
Education
City University of New York-Baruch College
Bachelors in Business Administration
BlackRock November 2009 - Present
Blackrock Financial Management October 2006 - November 2009
Bear Stearns & Company April 2006 - October 2006
Bear Stearns & Company September 2003 - April 2006
Bear Stearns & Company July 2001 - September 2003
Citi March 1999 - July 2001
Skills
Fixed Income, Series 7, Prime Brokerage, Hedge Funds, Equities, Alternative Investments, Bloomberg, Asset Management, Derivatives, Investment Banking, Securities, Middle Office, Capital Markets, Mutual Funds, Financial Services, Series 63, Bonds, Portfolio Management, Trading, Investments
Education
City University of New York-Baruch College
Bachelors in Business Administration
Eugene Weissberger's Bear Stearns & Company Experience June 2004 - August 2004
Job Director at Natixis
Industry Financial Services
Experience
Natixis August 2008 - Present
Citigroup July 2006 - July 2008
Goldman Sachs June 2005 - August 2005
Bear Stearns & Company June 2004 - August 2004
Skills
Capital Markets, Leveraged Finance, Leveraged Loans, High Yield Bonds, Investment Banking
Education
Penn State University 2002 — 2006
Abington Heights
Natixis August 2008 - Present
Citigroup July 2006 - July 2008
Goldman Sachs June 2005 - August 2005
Bear Stearns & Company June 2004 - August 2004
Skills
Capital Markets, Leveraged Finance, Leveraged Loans, High Yield Bonds, Investment Banking
Education
Penn State University 2002 — 2006
Abington Heights
Gary Price's Bear Stearns & Company Experience January 1999 - January 2008
Job IT Sourcing and Procurement at Purdue Pharma L.P.
Industry Financial Services
Experience
Purdue Pharma L.P. June 2013 - Present
New York Life Insurance Company February 2012 - May 2013
New York Life/Prime Telecom Consulting (Consultant) November 2011 - December 2011
HCL, America June 2011 - August 2011
ADP February 2011 - May 2011
New York Life Insurance Company June 2010 - February 2011
Schering-Plough/Technisource (Consultant) April 2009 - June 2010
Merck/Schering-Plough/Technisource April 2009 - June 2010
Bear Stearns May 1999 - September 2008
Bear Stearns & Company January 1999 - January 2008
Skills
Business Analysis, Project Management, Management, Sourcing, Procurement, Asset Managment, Vendor Management, Contract Management, Purchasing, Software Development, Inventory Management, Financial Analysis, System Administration, Equities, Expense Management, PeopleSoft, Fixed Income, Executive Management, Strategic Sourcing, Trading, Ariba, Business Continuity..., Customer Service, Process Improvement, Process Scheduler, Trading Systems, Testing, Strategic Planning, Contract Negotiation, Change Management, Negotiation, Forecasting, Access, E-procurement, Cross-functional Team..., Technical Support, Supply Chain, Business Process..., Logistics, Teamwork, Outsourcing, Lotus Notes, Software Documentation, Portfolio Management, Financial Modeling, Strategy, Management Consulting, Leadership, Financial Services, Manufacturing
Education
Chubb 1998 — 1999
Chubb Institute
Fanwood Scotch Plains HS
General Studies
Bloomfield College
Certificate, Supply Chain Management
Purdue Pharma L.P. June 2013 - Present
New York Life Insurance Company February 2012 - May 2013
New York Life/Prime Telecom Consulting (Consultant) November 2011 - December 2011
HCL, America June 2011 - August 2011
ADP February 2011 - May 2011
New York Life Insurance Company June 2010 - February 2011
Schering-Plough/Technisource (Consultant) April 2009 - June 2010
Merck/Schering-Plough/Technisource April 2009 - June 2010
Bear Stearns May 1999 - September 2008
Bear Stearns & Company January 1999 - January 2008
Skills
Business Analysis, Project Management, Management, Sourcing, Procurement, Asset Managment, Vendor Management, Contract Management, Purchasing, Software Development, Inventory Management, Financial Analysis, System Administration, Equities, Expense Management, PeopleSoft, Fixed Income, Executive Management, Strategic Sourcing, Trading, Ariba, Business Continuity..., Customer Service, Process Improvement, Process Scheduler, Trading Systems, Testing, Strategic Planning, Contract Negotiation, Change Management, Negotiation, Forecasting, Access, E-procurement, Cross-functional Team..., Technical Support, Supply Chain, Business Process..., Logistics, Teamwork, Outsourcing, Lotus Notes, Software Documentation, Portfolio Management, Financial Modeling, Strategy, Management Consulting, Leadership, Financial Services, Manufacturing
Education
Chubb 1998 — 1999
Chubb Institute
Fanwood Scotch Plains HS
General Studies
Bloomfield College
Certificate, Supply Chain Management
Lucina I. Sullivan's Bear Stearns & Company Experience August 1999 - September 2005
Job Human Resources Assistant at South Nassau Communities Hospital
Industry Financial Services
Experience
South Nassau Communities Hospital November 2008 - Present
McGraw-Hill Education September 2005 - May 2006
Bear Stearns & Company August 1999 - September 2005
Koeppel Tener Real Estate Svcs September 1996 - August 1999
Skills
Spanish Translation, English to Spanish, Customer Service, Administrative..., Business Brokerage, Human Resources, Internal Communications, Project Coordination, Scheduling Management, Interview Preparation
Education
Farmingdale State University of New York 2006 — 2007
Bachelor of Science (B.S.), Management Technology, 3.67
Nassau Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
South Nassau Communities Hospital November 2008 - Present
McGraw-Hill Education September 2005 - May 2006
Bear Stearns & Company August 1999 - September 2005
Koeppel Tener Real Estate Svcs September 1996 - August 1999
Skills
Spanish Translation, English to Spanish, Customer Service, Administrative..., Business Brokerage, Human Resources, Internal Communications, Project Coordination, Scheduling Management, Interview Preparation
Education
Farmingdale State University of New York 2006 — 2007
Bachelor of Science (B.S.), Management Technology, 3.67
Nassau Community College
Associate of Arts and Sciences (A.A.S.), Business Administration and Management, General
James Vanator's Bear Stearns & Company Experience April 2002 - September 2008
Job Vice President
Industry Financial Services
Experience
JPMorgan Chase September 2008 - Present
Bear Stearns & Company April 2002 - September 2008
Bear Stearns & Company May 2000 - April 2002
Bear Stearns & Company November 1996 - May 2000
NationsBank Capital Markets September 1995 - November 1996
Bear Stearns & Company May 1994 - September 1995
Bessemer Trust March 1993 - May 1994
JMB Realty Corporation August 1987 - September 1992
Skills
Fixed Income, Sybase, Equities, Trading Systems, Capital Markets, System Administration, Data Center, Electronic Trading, SDLC, Market Data, Risk Management, Infrastructure, Database Administration, Securities, Databases, Change Management, System Architecture, Data Warehousing, Enterprise Software, Servers, Crisis Management, Operational Risk, C language, Java, Oracle Database, DB2
Education
Central Michigan University 1986 — 1987
MS, Computer Science
Central Michigan University 1983 — 1986
BS, Computer Science
Manchester University 1981 — 1983
Biology/Chemistry
JPMorgan Chase September 2008 - Present
Bear Stearns & Company April 2002 - September 2008
Bear Stearns & Company May 2000 - April 2002
Bear Stearns & Company November 1996 - May 2000
NationsBank Capital Markets September 1995 - November 1996
Bear Stearns & Company May 1994 - September 1995
Bessemer Trust March 1993 - May 1994
JMB Realty Corporation August 1987 - September 1992
Skills
Fixed Income, Sybase, Equities, Trading Systems, Capital Markets, System Administration, Data Center, Electronic Trading, SDLC, Market Data, Risk Management, Infrastructure, Database Administration, Securities, Databases, Change Management, System Architecture, Data Warehousing, Enterprise Software, Servers, Crisis Management, Operational Risk, C language, Java, Oracle Database, DB2
Education
Central Michigan University 1986 — 1987
MS, Computer Science
Central Michigan University 1983 — 1986
BS, Computer Science
Manchester University 1981 — 1983
Biology/Chemistry
Erwin Cabrera's Bear Stearns & Company Experience 1988 - 1990
Job Senior Staff Software Engineer at Intel Corporation
Industry Electrical/Electronic Manufacturing
Experience
Intel Corporation February 2013 - Present
Motorola May 2004 - February 2013
Lucent Technologies June 1996 - May 2004
Bear Stearns 1990 - 1992
Bear Stearns & Company 1988 - 1990
Bear Stearns & Company 1988 - 1990
Bear Stearns & Company 1988 - 1990
Skills
Embedded Systems, Embedded Software, ClearCase, C, Debugging, RTOS, LTE, C++, Device Drivers, Software Engineering, Perl, Wireless, Unix, Software Development, GSM, UMTS, Linux, Android, TCP/IP, CDMA, Embedded Linux
Education
DePaul University 1986 — 1990
MS, Computer Science
Cornell College 1982 — 1986
BA, Biology, Computer Science
Intel Corporation February 2013 - Present
Motorola May 2004 - February 2013
Lucent Technologies June 1996 - May 2004
Bear Stearns 1990 - 1992
Bear Stearns & Company 1988 - 1990
Bear Stearns & Company 1988 - 1990
Bear Stearns & Company 1988 - 1990
Skills
Embedded Systems, Embedded Software, ClearCase, C, Debugging, RTOS, LTE, C++, Device Drivers, Software Engineering, Perl, Wireless, Unix, Software Development, GSM, UMTS, Linux, Android, TCP/IP, CDMA, Embedded Linux
Education
DePaul University 1986 — 1990
MS, Computer Science
Cornell College 1982 — 1986
BA, Biology, Computer Science
Andrew (Andy) Black's Bear Stearns & Company Experience April 1993 - November 2000
Job Financial Services Professional
Industry Financial Services
Experience
Citi November 2000 - Present
Bear Stearns & Company April 1993 - November 2000
Skills
Fixed Income, Securities Lending, Market Data, SDLC, Business Analysis, Data Warehousing, Business Intelligence, Requirements Analysis, User Interface Design, Functional Design, Web Applications, SQL, VBA, UAT Coordination, Data Analysis, Microsoft Office, Technical Writing
Education
Heriot-Watt University 2008 — 2016
Master of Business Administration (M.B.A.)
London Metropolitan University
HND, Computer Science
Citi November 2000 - Present
Bear Stearns & Company April 1993 - November 2000
Skills
Fixed Income, Securities Lending, Market Data, SDLC, Business Analysis, Data Warehousing, Business Intelligence, Requirements Analysis, User Interface Design, Functional Design, Web Applications, SQL, VBA, UAT Coordination, Data Analysis, Microsoft Office, Technical Writing
Education
Heriot-Watt University 2008 — 2016
Master of Business Administration (M.B.A.)
London Metropolitan University
HND, Computer Science
Daniel SantaCroce's Bear Stearns & Company Experience May 2002 - August 2003
Job Accounting/Finance Professional
Industry Accounting
Experience
thelab August 2014 - August 2015
Strivectin Operating Company January 2010 - August 2014
New York Knicks January 2008 - May 2008
Wachovia Multifamily Capital May 2005 - September 2006
Bear Stearns & Company May 2002 - August 2003
Education
San Diego State University-California State University 2007 — 2008
MBA
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
BS, Finance
thelab August 2014 - August 2015
Strivectin Operating Company January 2010 - August 2014
New York Knicks January 2008 - May 2008
Wachovia Multifamily Capital May 2005 - September 2006
Bear Stearns & Company May 2002 - August 2003
Education
San Diego State University-California State University 2007 — 2008
MBA
St. John's University, The Peter J. Tobin College of Business 2000 — 2004
BS, Finance
Patrick Fone's Bear Stearns & Company Experience January 1996 - March 2008
Job VP at JPMorgan Chase
Industry Banking
Experience
JPMorgan Chase May 2007 - Present
JP Morgan May 2007 - January 2010
Bear Stearns & Company January 1996 - March 2008
Education
St. John's University 1991 — 1997
Bachelor’s Degree, Marketing
JPMorgan Chase May 2007 - Present
JP Morgan May 2007 - January 2010
Bear Stearns & Company January 1996 - March 2008
Education
St. John's University 1991 — 1997
Bachelor’s Degree, Marketing
Michael Rypl's Bear Stearns & Company Experience January 1991 - January 1992
Job Financial Advisor at Oppenheimer & Co. Inc.
Industry Capital Markets
Experience
Oppenheimer & Co. Inc. September 2014 - Present
Maxim Group LLC June 2012 - September 2014
Noble Financial January 2009 - May 2012
POLARIS INVESTMENT PARTNERS March 2002 - March 2008
R4, INC January 2000 - January 2002
RAYMOND JAMES & ASSOCIATES January 1998 - January 2000
A.G. Edwards January 1996 - January 1998
HAGAR CAPITAL, INC January 1995 - January 1996
SMITH BARNEY January 1992 - January 1995
BEAR STEARNS & COMPANY January 1991 - January 1992
Education
Mercer University 1985 — 1989
Bachelor of Business Administration, Marketing
Oppenheimer & Co. Inc. September 2014 - Present
Maxim Group LLC June 2012 - September 2014
Noble Financial January 2009 - May 2012
POLARIS INVESTMENT PARTNERS March 2002 - March 2008
R4, INC January 2000 - January 2002
RAYMOND JAMES & ASSOCIATES January 1998 - January 2000
A.G. Edwards January 1996 - January 1998
HAGAR CAPITAL, INC January 1995 - January 1996
SMITH BARNEY January 1992 - January 1995
BEAR STEARNS & COMPANY January 1991 - January 1992
Education
Mercer University 1985 — 1989
Bachelor of Business Administration, Marketing
George Heimur's Bear Stearns & Company Experience April 1987 - December 2008
Job Retired z/OS Systems Programming Manager
Industry Information Technology and Services
Experience
JPMorgan Chase December 2008 - July 2012
Bear Stearns & Company April 1987 - December 2008
New York Daily News April 1984 - April 1987
Fujitsu Research and Software Development Group April 1983 - April 1984
Singer Kearfott Aerospace and Engineering April 1981 - April 1983
Pan American World Airways April 1976 - April 1981
Skills
Budgets, Management, Leveraged Finance, Due Diligence, Storage, Business Analysis, Software Development, Program Management, Data Center, Disaster Recovery, Mainframe, Troubleshooting, Leadership, Risk Management, Operating Systems, DB2, ITIL, IBM Mainframe
Education
Fairleigh Dickinson University 1982 — 1984
MBA, Management of IT
City University of New York-College of Staten Island 1969 — 1975
BS, Computer Science/Mathematics
JPMorgan Chase December 2008 - July 2012
Bear Stearns & Company April 1987 - December 2008
New York Daily News April 1984 - April 1987
Fujitsu Research and Software Development Group April 1983 - April 1984
Singer Kearfott Aerospace and Engineering April 1981 - April 1983
Pan American World Airways April 1976 - April 1981
Skills
Budgets, Management, Leveraged Finance, Due Diligence, Storage, Business Analysis, Software Development, Program Management, Data Center, Disaster Recovery, Mainframe, Troubleshooting, Leadership, Risk Management, Operating Systems, DB2, ITIL, IBM Mainframe
Education
Fairleigh Dickinson University 1982 — 1984
MBA, Management of IT
City University of New York-College of Staten Island 1969 — 1975
BS, Computer Science/Mathematics
Robert Meyer's Bear Stearns & Company Experience 1998 - 2000
Job Finance professional
Industry Financial Services
Experience
Meritage Homes April 2014 - June 2015
Robert W. Baird & Co. 2011 - 2014
Barclays Capital / Lehman Brothers 2003 - 2011
ClearLight Partners 2000 - 2002
Bear Stearns & Company 1998 - 2000
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Capital Markets, Hedge Funds, Venture Capital, M&A experience, Due Diligence, Investments, LBO, Leveraged Finance, Corporate Development, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
University of Michigan - Stephen M. Ross School of Business 1995 — 1998
BBA
Meritage Homes April 2014 - June 2015
Robert W. Baird & Co. 2011 - 2014
Barclays Capital / Lehman Brothers 2003 - 2011
ClearLight Partners 2000 - 2002
Bear Stearns & Company 1998 - 2000
Skills
Valuation, Private Equity, Investment Banking, Financial Modeling, Equities, Capital Markets, Hedge Funds, Venture Capital, M&A experience, Due Diligence, Investments, LBO, Leveraged Finance, Corporate Development, Mergers, Mergers & Acquisitions
Education
The University of Chicago - Booth School of Business 2002 — 2004
MBA
University of Michigan - Stephen M. Ross School of Business 1995 — 1998
BBA
Ray Kulbeda, CFP®'s Bear Stearns & Company Experience June 1990 - August 1995
Job Pastor of Care Ministries
Industry Religious Institutions
Experience
Calvary Church May 2015 - Present
Vanguard August 2013 - April 2015
Skippack Investment Advisors February 2007 - December 2012
Calvary Baptist Church June 1998 - February 2007
Bear Stearns & Company June 1990 - August 1995
Skills
Public Speaking, Investments, Strategic Planning, Risk Management, Microsoft Excel, Financial Analysis, Portfolio Management, Mutual Funds, Insurance, Financial Modeling
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
MS, Financial Services
Maranatha Baptist University 2000 — 2002
MA, Biblical Studies
FINRA Series 7 & 63 Licensed
Calvary Church May 2015 - Present
Vanguard August 2013 - April 2015
Skippack Investment Advisors February 2007 - December 2012
Calvary Baptist Church June 1998 - February 2007
Bear Stearns & Company June 1990 - August 1995
Skills
Public Speaking, Investments, Strategic Planning, Risk Management, Microsoft Excel, Financial Analysis, Portfolio Management, Mutual Funds, Insurance, Financial Modeling
Education
Saint Joseph's University - Erivan K. Haub School of Business 2007 — 2009
MS, Financial Services
Maranatha Baptist University 2000 — 2002
MA, Biblical Studies
FINRA Series 7 & 63 Licensed
Gordon Fulda's Bear Stearns & Company Experience January 1995 - August 1999
Job Risk IT at Citi
Industry Financial Services
Experience
Citi October 2011 - Present
Barclays September 2008 - September 2011
Lehman Brothers July 2001 - September 2008
AIG August 1999 - July 2001
Bear Stearns & Company January 1995 - August 1999
Skills
Private Equity, Hedge Funds, Fixed Income, Risk Management, Capital Markets, Financial Modeling, Equities, Derivatives, Management Consulting, Portfolio Management, Trading Systems, Investment Banking, Financial Risk, Market Risk, Business Analysis
Education
New York University - Leonard N. Stern School of Business
New Jersey Institute of Technology
MS, CS
University of New Hampshire
BA, Math
Citi October 2011 - Present
Barclays September 2008 - September 2011
Lehman Brothers July 2001 - September 2008
AIG August 1999 - July 2001
Bear Stearns & Company January 1995 - August 1999
Skills
Private Equity, Hedge Funds, Fixed Income, Risk Management, Capital Markets, Financial Modeling, Equities, Derivatives, Management Consulting, Portfolio Management, Trading Systems, Investment Banking, Financial Risk, Market Risk, Business Analysis
Education
New York University - Leonard N. Stern School of Business
New Jersey Institute of Technology
MS, CS
University of New Hampshire
BA, Math
Rob Vespa's Bear Stearns & Company Experience 1997 - 2008
Job Director: Global Equities Salestrading at Citi
Industry Financial Services
Experience
Citi December 2014 - Present
Bradesco Securities June 2008 - October 2014
Bear Stearns & Company 1997 - 2008
Skills
Capital Markets, Equities, Derivatives, Portfolio Management, Fixed Income, Financial Markets, Trading, Emerging Markets, Investment Banking, Bloomberg, Private Banking, Securities, Investments, Asset Management, Financial Services, Equity Trading, Series 7, Trading Systems, Options, Electronic Trading, Equity Research, Management, Series 63
Education
Seton Hall University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Christian Brothers Academy high school 1988 — 1992
High school, General Studies
Citi December 2014 - Present
Bradesco Securities June 2008 - October 2014
Bear Stearns & Company 1997 - 2008
Skills
Capital Markets, Equities, Derivatives, Portfolio Management, Fixed Income, Financial Markets, Trading, Emerging Markets, Investment Banking, Bloomberg, Private Banking, Securities, Investments, Asset Management, Financial Services, Equity Trading, Series 7, Trading Systems, Options, Electronic Trading, Equity Research, Management, Series 63
Education
Seton Hall University 1992 — 1996
Bachelor of Science (B.S.), Finance, General
Christian Brothers Academy high school 1988 — 1992
High school, General Studies
Salinda Nowell's Bear Stearns & Company Experience December 1996 - October 2007
Job Financial Services Professional
Industry Financial Services
Experience
Baird September 2015 - Present
J.P. Morgan April 2013 - September 2015
J.P. Morgan May 2009 - April 2013
UBS March 2008 - April 2009
Bear Stearns & Company December 1996 - October 2007
Bear Stearns & Company August 1992 - December 1996
Skills
Series 6, Series 7, Series 63, Uniform Combined State..., Fixed Income, Securities, Mutual Funds, Wealth Management, Retirement Planning, Equities, Mortgage Lending, Investments, Loans, Derivatives, Risk Management, MBS, Finance, Banking, Capital Markets, Financial Advisory, Hedge Funds, Portfolio Management, Management, Bloomberg, Asset Management, Financial Services
Education
The University of Texas at Dallas 1992 — 1996
BS, Economics and Finance
Dallas Baptist University -
Master of Business Administration (MBA), Attending
Baird September 2015 - Present
J.P. Morgan April 2013 - September 2015
J.P. Morgan May 2009 - April 2013
UBS March 2008 - April 2009
Bear Stearns & Company December 1996 - October 2007
Bear Stearns & Company August 1992 - December 1996
Skills
Series 6, Series 7, Series 63, Uniform Combined State..., Fixed Income, Securities, Mutual Funds, Wealth Management, Retirement Planning, Equities, Mortgage Lending, Investments, Loans, Derivatives, Risk Management, MBS, Finance, Banking, Capital Markets, Financial Advisory, Hedge Funds, Portfolio Management, Management, Bloomberg, Asset Management, Financial Services
Education
The University of Texas at Dallas 1992 — 1996
BS, Economics and Finance
Dallas Baptist University -
Master of Business Administration (MBA), Attending
Mark Reinstein's Bear Stearns & Company Experience 1989 - 1994
Job President at SANDLAPPER Securities, LLC (member FINRA/SIPC) and Sandlapper Wealth Management, LLC
Industry Investment Management
Experience
SANDLAPPER Securities, LLC (Member FINRA/SIPC) June 2014 - Present
Sandlapper Wealth Management, LLC June 2002 - Present
Western International Securities 2001 - 2002
Auerbach Pollack & Richardson 2000 - 2001
American Frontier Financial Corporation 1996 - 2000
PaineWebber 1994 - 1996
Bear Stearns & Company 1989 - 1994
Skills
Strategic Planning, Asset Management, Sales, Investments, Strategy, Mergers & Acquisitions, Asset Managment, Portfolio Management
Education
The University of Georgia 1980 — 1984
BBA, business
University of Georgia - Terry College of Business 1980 — 1984
bba, mis
SANDLAPPER Securities, LLC (Member FINRA/SIPC) June 2014 - Present
Sandlapper Wealth Management, LLC June 2002 - Present
Western International Securities 2001 - 2002
Auerbach Pollack & Richardson 2000 - 2001
American Frontier Financial Corporation 1996 - 2000
PaineWebber 1994 - 1996
Bear Stearns & Company 1989 - 1994
Skills
Strategic Planning, Asset Management, Sales, Investments, Strategy, Mergers & Acquisitions, Asset Managment, Portfolio Management
Education
The University of Georgia 1980 — 1984
BBA, business
University of Georgia - Terry College of Business 1980 — 1984
bba, mis
Richard Seely's Bear Stearns & Company Experience April 2005 - May 2007
Job Director, Financial Services Regulatory Practice PricewaterhouseCoopers
Industry Management Consulting
Experience
PricewaterhouseCoopers Advisory Services LLC March 2014 - Present
Rise Above Foundation February 2010 - June 2015
Deutsche Bank October 2007 - February 2014
Citi - Private Bank May 2007 - October 2007
Bear Stearns & Company April 2005 - May 2007
Education
New York Law School 1998 — 2001
Juris Doctor
PricewaterhouseCoopers Advisory Services LLC March 2014 - Present
Rise Above Foundation February 2010 - June 2015
Deutsche Bank October 2007 - February 2014
Citi - Private Bank May 2007 - October 2007
Bear Stearns & Company April 2005 - May 2007
Education
New York Law School 1998 — 2001
Juris Doctor
Stanley Au's Bear Stearns & Company Experience 1997 - 2002
Job Principal at EDEN Equity Fund
Industry Real Estate
Experience
EDEN Equity Fund November 2008 - Present
Commerce Bank January 2005 - October 2008
Lehman Brothers 2001 - 2004
Bear Stearns & Company 1997 - 2002
AIG Global Real Estate Investment Corp. 1987 - 1991
MetLife 1980 - 1987
Skills
Real Estate, Equities, CMBS, Real Estate Finance, Real Estate Economics, Brokerage, Structured Finance
Education
Stony Brook University 1975 — 1979
BA, Economics
EDEN Equity Fund November 2008 - Present
Commerce Bank January 2005 - October 2008
Lehman Brothers 2001 - 2004
Bear Stearns & Company 1997 - 2002
AIG Global Real Estate Investment Corp. 1987 - 1991
MetLife 1980 - 1987
Skills
Real Estate, Equities, CMBS, Real Estate Finance, Real Estate Economics, Brokerage, Structured Finance
Education
Stony Brook University 1975 — 1979
BA, Economics
Kevin O'Neil's Bear Stearns & Company Experience October 1999 - June 2008
Job Director, Head of US Credit Sales at ANZ
Industry Financial Services
Experience
ANZ December 2014 - Present
National Australia Bank May 2013 - December 2014
RBS Global Banking & Markets June 2008 - May 2013
Bear Stearns & Company October 1999 - June 2008
Skills
Fixed Income, Credit Derivatives, Hedge Funds, Capital Markets, Corporates, Bonds, High Yield, Structured Products, Derivatives, CDS, Credit, Bloomberg, Trading, Investment Banking, Equities, Kiteboarding, Emerging Markets, Equity Derivatives, Structured Finance
Education
Princeton University 1995 — 1999
BA, History
Cardinal Mooney High School
ANZ December 2014 - Present
National Australia Bank May 2013 - December 2014
RBS Global Banking & Markets June 2008 - May 2013
Bear Stearns & Company October 1999 - June 2008
Skills
Fixed Income, Credit Derivatives, Hedge Funds, Capital Markets, Corporates, Bonds, High Yield, Structured Products, Derivatives, CDS, Credit, Bloomberg, Trading, Investment Banking, Equities, Kiteboarding, Emerging Markets, Equity Derivatives, Structured Finance
Education
Princeton University 1995 — 1999
BA, History
Cardinal Mooney High School
Ron Diamond's Bear Stearns & Company Experience February 1990 - January 1993
Job Chairman and CEO at Diamond Wealth Strategies
Industry Financial Services
Experience
Diamond Wealth Strategies January 2007 - Present
Pinnacle Capital Growth February 1993 - November 2006
Bear Stearns & Company February 1990 - January 1993
Drexel Burnham Lambert October 1986 - January 1990
Skills
Mergers, Investments, Insurance, Alternative Investments, Strategy, Entrepreneur, Corporate Governance, Portfolio Management, Life Insurance, Management Consulting, Valuation, Fixed Annuities, Business Strategy, Estate Planning, Asset Managment, Life Insurance..., Unusual Estate Planning..., Life Insurance Policy..., Private Placement Life..., Life Insurance Premium..., Split-Dollar..., Private Equity, Asset Management, Entrepreneurship, Retirement Planning, Wealth, Mergers & Acquisitions, Due Diligence, Financial Advisory, Finance, Equities, Wealth Management...
Education
Northwestern University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Highland Park High School
Diamond Wealth Strategies January 2007 - Present
Pinnacle Capital Growth February 1993 - November 2006
Bear Stearns & Company February 1990 - January 1993
Drexel Burnham Lambert October 1986 - January 1990
Skills
Mergers, Investments, Insurance, Alternative Investments, Strategy, Entrepreneur, Corporate Governance, Portfolio Management, Life Insurance, Management Consulting, Valuation, Fixed Annuities, Business Strategy, Estate Planning, Asset Managment, Life Insurance..., Unusual Estate Planning..., Life Insurance Policy..., Private Placement Life..., Life Insurance Premium..., Split-Dollar..., Private Equity, Asset Management, Entrepreneurship, Retirement Planning, Wealth, Mergers & Acquisitions, Due Diligence, Financial Advisory, Finance, Equities, Wealth Management...
Education
Northwestern University 1982 — 1986
Bachelor of Arts (B.A.), Economics
Highland Park High School
Heidi Castro's Bear Stearns & Company Experience 2005 - 2009
Job Consumer Services Professional
Industry Consumer Services
Experience
CastleOak Securities, L.P. May 2011 - Present
Oppenheimer & Co. March 2010 - January 2011
Bear Stearns & Company 2005 - 2009
Trust Company of the West 2004 - 2005
Deutsche Bank 2000 - 2004
Micromuse, Inc. 1998 - 2000
WalkerGroup 1996 - 1998
Skills
Asset Managment, Customer Service, Microsoft Office, Project Planning, Management, Equities, Budgets, Asset Management, Training, Process Scheduler, Telecommunications, Sales, Sales Management, Securities
Education
Mercy College 2001 — 2003
Master of Science, Organizational Management
John Jay College of Criminal Justice 1988 — 1996
Bachelor of Arts, Sociology
CastleOak Securities, L.P. May 2011 - Present
Oppenheimer & Co. March 2010 - January 2011
Bear Stearns & Company 2005 - 2009
Trust Company of the West 2004 - 2005
Deutsche Bank 2000 - 2004
Micromuse, Inc. 1998 - 2000
WalkerGroup 1996 - 1998
Skills
Asset Managment, Customer Service, Microsoft Office, Project Planning, Management, Equities, Budgets, Asset Management, Training, Process Scheduler, Telecommunications, Sales, Sales Management, Securities
Education
Mercy College 2001 — 2003
Master of Science, Organizational Management
John Jay College of Criminal Justice 1988 — 1996
Bachelor of Arts, Sociology
James M. Wolfsberg's Bear Stearns & Company Experience August 1987 - March 2008
Job Managing Director at JPMorgan Securities
Industry Financial Services
Experience
United Way of Massachusetts Bay Investment Committee September 2000 - Present
JP Morgan Securities August 1987 - Present
Bear Stearns & Company August 1987 - March 2008
Education
College of the Holy Cross 1980 — 1984
BA, Economics
College of the Holy Cross 1980 — 1984
Bachelor of Arts (B.A.), Economics
United Way of Massachusetts Bay Investment Committee September 2000 - Present
JP Morgan Securities August 1987 - Present
Bear Stearns & Company August 1987 - March 2008
Education
College of the Holy Cross 1980 — 1984
BA, Economics
College of the Holy Cross 1980 — 1984
Bachelor of Arts (B.A.), Economics
Daniel Chou's Bear Stearns & Company Experience June 2008 - April 2009
Job Senior Associate at EY
Industry Accounting
Experience
EY January 2015 - Present
Grant Thornton LLP October 2012 - January 2015
BDO USA, LLP January 2011 - October 2012
JPMorgan Chase March 2010 - June 2010
Bear Stearns & Company June 2008 - April 2009
Skills
Microsoft Excel, Financial Analysis, Finance, Microsoft Office, Financial Reporting, Accounting, PowerPoint, Financial Accounting, Financial Modeling, Auditing
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2011
MBA, Professional Accounting
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics and Mathematics
EY January 2015 - Present
Grant Thornton LLP October 2012 - January 2015
BDO USA, LLP January 2011 - October 2012
JPMorgan Chase March 2010 - June 2010
Bear Stearns & Company June 2008 - April 2009
Skills
Microsoft Excel, Financial Analysis, Finance, Microsoft Office, Financial Reporting, Accounting, PowerPoint, Financial Accounting, Financial Modeling, Auditing
Education
Rutgers, The State University of New Jersey-Newark 2010 — 2011
MBA, Professional Accounting
Rutgers, The State University of New Jersey-New Brunswick
BA, Economics and Mathematics
Rebecca Ressy's Bear Stearns & Company Experience June 1989 - March 1991
Job Human Resources Manager at WABCTV
Industry Broadcast Media
Experience
WABC-TV August 1993 - Present
WABC-TV 1991 - 1993
Bear Stearns & Company June 1989 - March 1991
Skills
Employee Relations, Broadcast Television, Coaching, Recruiting, Temporary Placement, Social Networking, Applicant Tracking..., Leadership Development, Human Resources, Performance Management, Onboarding, Deferred Compensation, Employee Benefits, Management, Broadcast, New Media, Television, Digital Media, Talent Acquisition
Education
Fordham University
Bachelor of Arts (B.A.), Sociology
Simmons College - Simmons School of Management
Certificate, Program for Developing Managers
Wesleyan University
Sociology
WABC-TV August 1993 - Present
WABC-TV 1991 - 1993
Bear Stearns & Company June 1989 - March 1991
Skills
Employee Relations, Broadcast Television, Coaching, Recruiting, Temporary Placement, Social Networking, Applicant Tracking..., Leadership Development, Human Resources, Performance Management, Onboarding, Deferred Compensation, Employee Benefits, Management, Broadcast, New Media, Television, Digital Media, Talent Acquisition
Education
Fordham University
Bachelor of Arts (B.A.), Sociology
Simmons College - Simmons School of Management
Certificate, Program for Developing Managers
Wesleyan University
Sociology
Geordie Walker's Bear Stearns & Company Experience 2000 - 2002
Job General Manager, Organic Resource Management at Walker Industries Holdings Limited
Industry Environmental Services
Experience
Walker Industries Holdings Limited November 2013 - Present
Walker Industries Holdings Limited December 2010 - November 2013
Canaccord Genuity Inc. 2003 - 2009
Mackie Research Capital 2002 - 2003
Bear Stearns & Company 2000 - 2002
Tri-Media Integrated Marketing Technologies, Inc. 1995 - 1998
Education
University of Toronto - Rotman School of Management 1998 — 2000
MBA, Finance
Queen's University 1990 — 1994
BAH, Economics
Walker Industries Holdings Limited November 2013 - Present
Walker Industries Holdings Limited December 2010 - November 2013
Canaccord Genuity Inc. 2003 - 2009
Mackie Research Capital 2002 - 2003
Bear Stearns & Company 2000 - 2002
Tri-Media Integrated Marketing Technologies, Inc. 1995 - 1998
Education
University of Toronto - Rotman School of Management 1998 — 2000
MBA, Finance
Queen's University 1990 — 1994
BAH, Economics
Fred Ehlers, CAMS, CFCS's Bear Stearns & Company Experience June 1999 - June 2004
Job Senior Case Lead Vice President at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. December 2014 - Present
HSBC Securities (USA) Inc. June 2014 - December 2014
HSBC Securities (USA) Inc. January 2013 - June 2014
HSBC Securities (USA) Inc. August 2012 - December 2012
n/a March 2012 - August 2012
Newedge USA LLC June 2010 - January 2012
Newedge USA LLC June 2004 - May 2010
Bear Stearns & Company June 1999 - June 2004
Bombardier Capital Inc July 1997 - November 1998
Skills
Keen communication..., Exemplary teamwork..., Sound analytical skills, Result driven, Exceptional..., Sharp..., Strong interpreting and..., Communication Skills, Follow-through Skills, Result Oriented, Organizational..., Sound Analytical Skills, AML, Financial Risk, Risk Assessment, Due Diligence, KYC, Internal Audit, FINRA, Settlement, Derivatives, Equities, Prime Brokerage, Securities, Auditing, Analysis, Hedge Funds, Trading, Financial Regulation, Options, Operational Risk, Credit, Financial Services, Portfolio Management
Education
Long Island University 1995 — 1995
A.B.A, Paralegal; Approved
St. John's University 1990 — 1995
Bachelor of Science, Criminal Justice
JPMorgan Chase & Co. December 2014 - Present
HSBC Securities (USA) Inc. June 2014 - December 2014
HSBC Securities (USA) Inc. January 2013 - June 2014
HSBC Securities (USA) Inc. August 2012 - December 2012
n/a March 2012 - August 2012
Newedge USA LLC June 2010 - January 2012
Newedge USA LLC June 2004 - May 2010
Bear Stearns & Company June 1999 - June 2004
Bombardier Capital Inc July 1997 - November 1998
Skills
Keen communication..., Exemplary teamwork..., Sound analytical skills, Result driven, Exceptional..., Sharp..., Strong interpreting and..., Communication Skills, Follow-through Skills, Result Oriented, Organizational..., Sound Analytical Skills, AML, Financial Risk, Risk Assessment, Due Diligence, KYC, Internal Audit, FINRA, Settlement, Derivatives, Equities, Prime Brokerage, Securities, Auditing, Analysis, Hedge Funds, Trading, Financial Regulation, Options, Operational Risk, Credit, Financial Services, Portfolio Management
Education
Long Island University 1995 — 1995
A.B.A, Paralegal; Approved
St. John's University 1990 — 1995
Bachelor of Science, Criminal Justice
andy haas's Bear Stearns & Company Experience 1982 - 2006
Job Gone to Paradise
Industry Investment Management
Experience
Dali Hale, llc. 2010 - Present
Imperial Capital, llc December 2009 - April 2011
GoldenTree Asset Management 2007 - 2009
Bear Stearns & Company 1982 - 2006
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Investment Banking, Investment Management, Securities, Investment Strategies, Prime Brokerage, Fixed Income, Private Equity, Asset Managment, Venture Capital, Fund Of Funds, Investments, Derivatives, Capital Markets, Portfolio Management
Education
State University of New York College at Geneseo 1972 — 1974
ba, political science
Dali Hale, llc. 2010 - Present
Imperial Capital, llc December 2009 - April 2011
GoldenTree Asset Management 2007 - 2009
Bear Stearns & Company 1982 - 2006
Skills
Hedge Funds, Alternative Investments, Asset Management, Equities, Investment Banking, Investment Management, Securities, Investment Strategies, Prime Brokerage, Fixed Income, Private Equity, Asset Managment, Venture Capital, Fund Of Funds, Investments, Derivatives, Capital Markets, Portfolio Management
Education
State University of New York College at Geneseo 1972 — 1974
ba, political science
Jeremy Levitt's Bear Stearns & Company Experience June 2004 - August 2004
Job Director | Strategy and Corporate Development
Industry Leisure, Travel & Tourism
Experience
Intrawest Resorts Holdings, Inc. July 2013 - Present
Red Bull 2013 - 2013
North Oak Capital Advisors, LLC (Tiger Management Affiliate) June 2012 - August 2012
BAWAG P.S.K. / Cerberus Capital Management, L.P. 2009 - 2011
Cerberus Capital Management, L.P. 2007 - 2009
Citigroup 2005 - 2007
Bear Stearns & Company June 2004 - August 2004
Skills
Mergers & Acquisitions, Strategy, Private Equity, Investments, Financial Modeling, Business Planning, Mergers, Business Development, Due Diligence, Valuation, Finance, Budgets, Investment Banking, Acquisition Integration, Corporate Finance
Education
The Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Management and Marketing
Babson College
Bachelor's Degree, Finance
University of Auckland
Study Abroad -- Polynesian Anthropology & History
Intrawest Resorts Holdings, Inc. July 2013 - Present
Red Bull 2013 - 2013
North Oak Capital Advisors, LLC (Tiger Management Affiliate) June 2012 - August 2012
BAWAG P.S.K. / Cerberus Capital Management, L.P. 2009 - 2011
Cerberus Capital Management, L.P. 2007 - 2009
Citigroup 2005 - 2007
Bear Stearns & Company June 2004 - August 2004
Skills
Mergers & Acquisitions, Strategy, Private Equity, Investments, Financial Modeling, Business Planning, Mergers, Business Development, Due Diligence, Valuation, Finance, Budgets, Investment Banking, Acquisition Integration, Corporate Finance
Education
The Wharton School, University of Pennsylvania
Master of Business Administration (M.B.A.), Management and Marketing
Babson College
Bachelor's Degree, Finance
University of Auckland
Study Abroad -- Polynesian Anthropology & History
Eileen (Tucker) Spiro, CFA's Bear Stearns & Company Experience May 2007 - August 2007
Job Senior Associate at Shenkman Capital Management
Industry Financial Services
Experience
Shenkman Capital Management August 2012 - Present
J.P. Morgan August 2009 - July 2012
Stratton Mountain Resort November 2005 - February 2010
JP Morgan May 2008 - August 2008
Bear Stearns & Company May 2007 - August 2007
Skills
Bloomberg, Data Analysis, Statistics, Project Management, Ski, Credit Derivatives, Fixed Income Analysis, Financial Modeling, Financial Analysis, Research, Microsoft Excel, Corporate Finance, Fixed Income, Portfolio Performance..., MS Excel Pivot Tables, Excel Dashboards, Visual Basic, Morningstar Direct, R, Factset, VBA, Statistical Modeling, Quantitative Analytics, Capital Markets, Investment Management, Investments, High Yield, Analysis, Analytics, Portfolio Management, Valuation, Asset Management
Education
Carnegie Mellon University 2005 — 2009
B.S., Mathematical Sciences (Operations Research) & Statistics
Shenkman Capital Management August 2012 - Present
J.P. Morgan August 2009 - July 2012
Stratton Mountain Resort November 2005 - February 2010
JP Morgan May 2008 - August 2008
Bear Stearns & Company May 2007 - August 2007
Skills
Bloomberg, Data Analysis, Statistics, Project Management, Ski, Credit Derivatives, Fixed Income Analysis, Financial Modeling, Financial Analysis, Research, Microsoft Excel, Corporate Finance, Fixed Income, Portfolio Performance..., MS Excel Pivot Tables, Excel Dashboards, Visual Basic, Morningstar Direct, R, Factset, VBA, Statistical Modeling, Quantitative Analytics, Capital Markets, Investment Management, Investments, High Yield, Analysis, Analytics, Portfolio Management, Valuation, Asset Management
Education
Carnegie Mellon University 2005 — 2009
B.S., Mathematical Sciences (Operations Research) & Statistics
Markus Bannert's Bear Stearns & Company Experience August 1997 - May 2001
Job MD Global Technology
Industry Banking
Experience
JPMorgan Chase October 2010 - Present
JPMorgan Chase May 2008 - October 2010
Bear Stearns 2003 - 2008
Allegheny Energy May 2001 - April 2003
Bear Stearns & Company August 1997 - May 2001
Skills
Fixed Income, Trading Systems, Derivatives, Capital Markets, Credit, Credit Derivatives, Structured Products, Risk Management, Options, Electronic Trading
Education
Columbia Engineering 1997 — 1998
MS, Computer Science
Columbia University in the City of New York 1992 — 1997
MA/MPhil, Mathematics
University of California, Santa Cruz 1990 — 1992
BA, Mathematics
JPMorgan Chase October 2010 - Present
JPMorgan Chase May 2008 - October 2010
Bear Stearns 2003 - 2008
Allegheny Energy May 2001 - April 2003
Bear Stearns & Company August 1997 - May 2001
Skills
Fixed Income, Trading Systems, Derivatives, Capital Markets, Credit, Credit Derivatives, Structured Products, Risk Management, Options, Electronic Trading
Education
Columbia Engineering 1997 — 1998
MS, Computer Science
Columbia University in the City of New York 1992 — 1997
MA/MPhil, Mathematics
University of California, Santa Cruz 1990 — 1992
BA, Mathematics
Harvey Ranzi's Bear Stearns & Company Experience 2002 - 2004
Job Senior Trader at Rothfos Corporation
Industry Financial Services
Experience
Rothfos Corporation June 2008 - Present
Excelco Trading LP January 2004 - April 2008
Bear Stearns & Company 2002 - 2004
Skills
Commodity, Trading, Hedging, Commodity Risk..., French, Spanish, Portuguese, Commodities, Technical Analysis, Proprietary Trading, Trading Strategies, Risk Management, Options, International Trade, Soft Commodities
Education
Ecole Commerciale de Fribourg - Switzerland
New York University
International Business & Finance
Rothfos Corporation June 2008 - Present
Excelco Trading LP January 2004 - April 2008
Bear Stearns & Company 2002 - 2004
Skills
Commodity, Trading, Hedging, Commodity Risk..., French, Spanish, Portuguese, Commodities, Technical Analysis, Proprietary Trading, Trading Strategies, Risk Management, Options, International Trade, Soft Commodities
Education
Ecole Commerciale de Fribourg - Switzerland
New York University
International Business & Finance
Patty Toth's Bear Stearns & Company Experience 1986 - 1988
Job
Industry Financial Services
Experience
Thomson Reuters 2011 - Present
Thomson Reuters 2008 - 2011
Reuters 1995 - 2008
Lehman Brothers 1988 - 1995
Bear Stearns & Company 1986 - 1988
Education
Stonehill College 1982 — 1986
Bachelor of Arts (B.A.), International/Global Studies
Thomson Reuters 2011 - Present
Thomson Reuters 2008 - 2011
Reuters 1995 - 2008
Lehman Brothers 1988 - 1995
Bear Stearns & Company 1986 - 1988
Education
Stonehill College 1982 — 1986
Bachelor of Arts (B.A.), International/Global Studies
Evelyn Bezares's Bear Stearns & Company Experience November 1992 - December 1994
Job Accounting Assistant at MJC Electric, Inc
Industry Construction
Experience
MJC Electric, Inc July 2008 - Present
MJC Electric, Inc June 2008 - Present
Agri-Mark, Inc. September 2003 - July 2008
Agri-Mark, Inc. September 2003 - July 2008
First Eastern Mortgage Corp April 2003 - September 2003
Harbors Environmental Services August 1998 - April 2003
Pitney Bowes Management Services August 1997 - August 1998
Pitney Bowes Management Services December 1994 - August 1997
Bear Stearns & Company November 1992 - December 1994
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
GRACE INSTITUTE
General Secretarial
JOHN BOWNE HIGH SCHOOL
Business Administration
Northern Essex Community College
Accounting
MJC Electric, Inc July 2008 - Present
MJC Electric, Inc June 2008 - Present
Agri-Mark, Inc. September 2003 - July 2008
Agri-Mark, Inc. September 2003 - July 2008
First Eastern Mortgage Corp April 2003 - September 2003
Harbors Environmental Services August 1998 - April 2003
Pitney Bowes Management Services August 1997 - August 1998
Pitney Bowes Management Services December 1994 - August 1997
Bear Stearns & Company November 1992 - December 1994
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
GRACE INSTITUTE
General Secretarial
JOHN BOWNE HIGH SCHOOL
Business Administration
Northern Essex Community College
Accounting
Steven Mims's Bear Stearns & Company Experience 2007 - 2010
Job IT Service Professional
Industry Information Technology and Services
Experience
Currently seeking new opportunities June 2015 - Present
JPMorgan Chase July 2012 - June 2015
Local Choice Internet 2012 - 2014
JPMorgan Chase & Co. 2012 - 2012
JPMorgan Chase & Co. 2010 - 2012
Bear Stearns & Company 2007 - 2010
EMC Mortgage 2004 - 2007
Senior Living Properties 2000 - 2004
DilloTech Computer Solutions 1998 - 2000
Sabre Corporation 1996 - 1997
Skills
Change Management, Help Desk Support, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Research, Teaching, Leadership, Training, Analysis, Change, Management, Wireless Networking
Education
Angelo State University 1988 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
Currently seeking new opportunities June 2015 - Present
JPMorgan Chase July 2012 - June 2015
Local Choice Internet 2012 - 2014
JPMorgan Chase & Co. 2012 - 2012
JPMorgan Chase & Co. 2010 - 2012
Bear Stearns & Company 2007 - 2010
EMC Mortgage 2004 - 2007
Senior Living Properties 2000 - 2004
DilloTech Computer Solutions 1998 - 2000
Sabre Corporation 1996 - 1997
Skills
Change Management, Help Desk Support, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Research, Teaching, Leadership, Training, Analysis, Change, Management, Wireless Networking
Education
Angelo State University 1988 — 1994
Bachelor of Business Administration (BBA), Business Administration and Management, General
Milana Zapolsky's Bear Stearns & Company Experience September 1999 - October 2001
Job IT Project Manager at The Depository Trust & Clearing Corporation
Industry Information Technology and Services
Experience
The Depository Trust & Clearing Corporation June 2010 - Present
OpenLink Financial August 2005 - June 2010
SunGard Financial Systems November 2002 - August 2005
Bear Stearns & Company September 1999 - October 2001
The Depository Trust & Clearing Corporation 1997 - 1999
Chase 1992 - 1997
Education
City University of New York-Hunter College
Bachelor’s Degree, Computer Science
The Depository Trust & Clearing Corporation June 2010 - Present
OpenLink Financial August 2005 - June 2010
SunGard Financial Systems November 2002 - August 2005
Bear Stearns & Company September 1999 - October 2001
The Depository Trust & Clearing Corporation 1997 - 1999
Chase 1992 - 1997
Education
City University of New York-Hunter College
Bachelor’s Degree, Computer Science
John Bajus's Bear Stearns & Company Experience 1994 - 2003
Job MDGlobal Head of Jefferies Electronic Trading Solutions (JETS) Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company 2010 - January 2014
UBS Investment Bank 2004 - 2010
State Street 2003 - 2004
Bear Stearns & Company 1994 - 2003
Skills
Electronic Trading, Investment Banking, Trading Systems, Alternative Investments, Options, Equity Derivatives, Portfolio Management, Hedge Funds, Trading, Equity Trading, Equity Research, Bonds, Commodity, Bloomberg, Equities, Series 7, Series 63, Fixed Income, Market Making, Financial Modeling, Private Equity, ETFs, Middle Office, Exchange Connectivity, High Frequency Trading, Volatility, Emerging Markets, Securities, Prime Brokerage, FINRA, Swaps, Program Trading, Trading System, Trading Strategies, Structured Products, Proprietary Trading, Sybase, Investments, Low Latency, Market Data, Fidessa, Capital Markets, Market Structure, Derivatives, FX trading, Financial Markets, FX Options, Asset Management, Series 24, Quantitative Finance
Education
Dartmouth College 1990 — 1994
Bachelor of Arts (B.A.), Government
Jefferies & Company 2010 - January 2014
UBS Investment Bank 2004 - 2010
State Street 2003 - 2004
Bear Stearns & Company 1994 - 2003
Skills
Electronic Trading, Investment Banking, Trading Systems, Alternative Investments, Options, Equity Derivatives, Portfolio Management, Hedge Funds, Trading, Equity Trading, Equity Research, Bonds, Commodity, Bloomberg, Equities, Series 7, Series 63, Fixed Income, Market Making, Financial Modeling, Private Equity, ETFs, Middle Office, Exchange Connectivity, High Frequency Trading, Volatility, Emerging Markets, Securities, Prime Brokerage, FINRA, Swaps, Program Trading, Trading System, Trading Strategies, Structured Products, Proprietary Trading, Sybase, Investments, Low Latency, Market Data, Fidessa, Capital Markets, Market Structure, Derivatives, FX trading, Financial Markets, FX Options, Asset Management, Series 24, Quantitative Finance
Education
Dartmouth College 1990 — 1994
Bachelor of Arts (B.A.), Government
Michelle Childress, RHIT, CCS Eligible's Bear Stearns & Company Experience August 1999 - March 2000
Job Health Information Management
Industry Hospital & Health Care
Experience
Cigna-HealthSpring December 2014 - Present
Rush University Medical Center April 2012 - December 2014
Presence Health February 2011 - March 2012
Royal Bank of Scotland March 2006 - January 2010
Chase March 2000 - December 2005
Securities America Inc. December 1996 - July 2000
Bear Stearns & Company August 1999 - March 2000
BMO Harris Bank August 1986 - November 1996
Skills
Revenue Cycle Management, ICD-9-CM, CPT, Healthcare, HCPCS Level II, EMR, Healthcare Management, Healthcare Information..., ICD-10, Medical Billing/Coding, Banking, HCPCS, Ambulatory, Home Care, Medicare, ICD-9
Education
Moraine Valley Community College 2008 — 2014
Associate in Applied Science, Health Information Technology
Moraine Valley Community College 2008 — 2014
Associate in Applied Science Health Information Technology, Health Information Technology
Cigna-HealthSpring December 2014 - Present
Rush University Medical Center April 2012 - December 2014
Presence Health February 2011 - March 2012
Royal Bank of Scotland March 2006 - January 2010
Chase March 2000 - December 2005
Securities America Inc. December 1996 - July 2000
Bear Stearns & Company August 1999 - March 2000
BMO Harris Bank August 1986 - November 1996
Skills
Revenue Cycle Management, ICD-9-CM, CPT, Healthcare, HCPCS Level II, EMR, Healthcare Management, Healthcare Information..., ICD-10, Medical Billing/Coding, Banking, HCPCS, Ambulatory, Home Care, Medicare, ICD-9
Education
Moraine Valley Community College 2008 — 2014
Associate in Applied Science, Health Information Technology
Moraine Valley Community College 2008 — 2014
Associate in Applied Science Health Information Technology, Health Information Technology
hope mainzer's Bear Stearns & Company Experience 1998 - 2000
Job Corporate Recruiter at Bank of America
Industry Banking
Experience
Bank of America September 2006 - Present
BNY Mellon 2005 - 2006
Bank of America 2000 - 2004
Bear Stearns & Company 1998 - 2000
Weil, Gotshal & Manges LLP 1993 - 1998
Arts and Entertainment Network 1992 - 1993
Bank of America 1983 - 1991
Skills
Succession Planning, Onboarding, Employee Benefits, Recruiting, Performance Management, Applicant Tracking..., Talent Acquisition, College Recruiting, HRIS, Personnel Management, Sourcing, HR Policies, Coaching, Human Resources, Workforce Planning, Talent Management, Employee Engagement, Employee Relations, Benefits Administration, Technical Recruiting, Change Management, Interviews, Deferred Compensation, Internet Recruiting, New Hire Orientations, Taleo
Education
Boston University
Northeastern University
Bank of America September 2006 - Present
BNY Mellon 2005 - 2006
Bank of America 2000 - 2004
Bear Stearns & Company 1998 - 2000
Weil, Gotshal & Manges LLP 1993 - 1998
Arts and Entertainment Network 1992 - 1993
Bank of America 1983 - 1991
Skills
Succession Planning, Onboarding, Employee Benefits, Recruiting, Performance Management, Applicant Tracking..., Talent Acquisition, College Recruiting, HRIS, Personnel Management, Sourcing, HR Policies, Coaching, Human Resources, Workforce Planning, Talent Management, Employee Engagement, Employee Relations, Benefits Administration, Technical Recruiting, Change Management, Interviews, Deferred Compensation, Internet Recruiting, New Hire Orientations, Taleo
Education
Boston University
Northeastern University
Michael Ayrey's Bear Stearns & Company Experience January 1987 - May 2003
Job Director of Operations at Havens Advisors
Industry Financial Services
Experience
Havens Advisors September 2007 - Present
Havens Advisors 2007 - Present
Bear Srearns June 2006 - September 2007
The Blackstone Group May 2003 - January 2005
Bear Stearns & Company January 1987 - May 2003
Carroll McEntee & McGinley Inc April 1976 - December 1986
Skills
Securities, Asset Managment, Series 7, Fixed Income, Hedge Funds, Equities, Alternative Investments, Asset Management, Options, Trading Systems, Derivatives, Capital Markets, FINRA, Financial Markets, Back Office, Electronic Trading, Financial Services, Prime Brokerage, Operational Risk, Middle Office, Trading, Bonds, Series 63, FX Options, Financial Risk, Equity Derivatives, Risk Management, Market Data, Investment Strategies, Due Diligence, ETFs, Bloomberg, Portfolio Management, Project Management, Investment Banking, Management, Mutual Funds, Valuation
Education
St. Francis College 1971 — 1975
BS in Accounting, Accounting and Business/Management
Havens Advisors September 2007 - Present
Havens Advisors 2007 - Present
Bear Srearns June 2006 - September 2007
The Blackstone Group May 2003 - January 2005
Bear Stearns & Company January 1987 - May 2003
Carroll McEntee & McGinley Inc April 1976 - December 1986
Skills
Securities, Asset Managment, Series 7, Fixed Income, Hedge Funds, Equities, Alternative Investments, Asset Management, Options, Trading Systems, Derivatives, Capital Markets, FINRA, Financial Markets, Back Office, Electronic Trading, Financial Services, Prime Brokerage, Operational Risk, Middle Office, Trading, Bonds, Series 63, FX Options, Financial Risk, Equity Derivatives, Risk Management, Market Data, Investment Strategies, Due Diligence, ETFs, Bloomberg, Portfolio Management, Project Management, Investment Banking, Management, Mutual Funds, Valuation
Education
St. Francis College 1971 — 1975
BS in Accounting, Accounting and Business/Management
Dave Bosco's Bear Stearns & Company Experience May 1986 - December 1991
Job Wildfire Specialist for Nationwide Insurance
Industry Insurance
Experience
Nationwide Insurance January 2006 - Present
USAA May 1992 - January 2006
Bear Stearns & Company May 1986 - December 1991
Options Clearing Corp January 1981 - May 1986
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance, Liability, Customer Service, Risk Management, Casualty Insurance, Claim, Life Insurance, Microsoft Office, Legal Liability, Health Insurance, Leadership, Professional Liability, Workers Compensation, Claims Management, Umbrella Insurance, Process Improvement, Negotiation, Marketing
Education
Syracuse University 1978 — 1980
Bachelor's Degree, Marketing, 3.0
Nassau Community College 1976 — 1978
Associate's Degree, Marketing, 3.5
Nationwide Insurance January 2006 - Present
USAA May 1992 - January 2006
Bear Stearns & Company May 1986 - December 1991
Options Clearing Corp January 1981 - May 1986
Skills
Insurance, Property & Casualty..., Underwriting, Commercial Insurance, General Insurance, Liability, Customer Service, Risk Management, Casualty Insurance, Claim, Life Insurance, Microsoft Office, Legal Liability, Health Insurance, Leadership, Professional Liability, Workers Compensation, Claims Management, Umbrella Insurance, Process Improvement, Negotiation, Marketing
Education
Syracuse University 1978 — 1980
Bachelor's Degree, Marketing, 3.0
Nassau Community College 1976 — 1978
Associate's Degree, Marketing, 3.5
James Karper's Bear Stearns & Company Experience January 2002 - January 2004
Job Analyst, VP
Industry Financial Services
Experience
Steamboat Capital Group, LLC October 2012 - Present
JP Morgan Asset Management June 2008 - May 2011
Bear Stearns Asset Management February 2004 - June 2008
Bear Stearns & Company January 2002 - January 2004
Skills
Intex Desktop & .Net, Bond Studio, CPRCDR (Loan..., Bloomberg API
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Finance, General
Hobart and William Smith Colleges 1994 — 1998
BA, History
Steamboat Capital Group, LLC October 2012 - Present
JP Morgan Asset Management June 2008 - May 2011
Bear Stearns Asset Management February 2004 - June 2008
Bear Stearns & Company January 2002 - January 2004
Skills
Intex Desktop & .Net, Bond Studio, CPRCDR (Loan..., Bloomberg API
Education
Columbia Business School 2013 — 2014
Master of Business Administration (MBA), Finance, General
Hobart and William Smith Colleges 1994 — 1998
BA, History
Glen Garofalo's Bear Stearns & Company Experience March 1997 - February 2007
Job Director at FINRA
Industry Financial Services
Experience
Financial Industry Regulatory Authority March 2007 - Present
Bear Stearns & Company March 1997 - February 2007
Education
Seton Hall University 1981 — 1985
Bachelors, Business, Marketing, Psychology
Financial Industry Regulatory Authority March 2007 - Present
Bear Stearns & Company March 1997 - February 2007
Education
Seton Hall University 1981 — 1985
Bachelors, Business, Marketing, Psychology
Deborah Melichar's Bear Stearns & Company Experience October 1998 - January 2003
Job Executive Assistant
Industry Financial Services
Experience
Deustche Bank July 2004 - July 2011
Morgan Stanley June 2003 - April 2004
HSBC March 2003 - June 2003
Bear Stearns & Company October 1998 - January 2003
Skills
Microsoft Office, Concur
Education
Fordham University
Deustche Bank July 2004 - July 2011
Morgan Stanley June 2003 - April 2004
HSBC March 2003 - June 2003
Bear Stearns & Company October 1998 - January 2003
Skills
Microsoft Office, Concur
Education
Fordham University
Greg Sicuranza's Bear Stearns & Company Experience February 2000 - October 2007
Job An analytical financial services professional
Industry Banking
Experience
JP Morgan Clearing Corporation October 2007 - Present
Bear Stearns & Company February 2000 - October 2007
Skills
Microsoft Excel, Microsoft Word, Market Analysis, Securities, Securities Inventory
Education
Baruch College
B.A, History
Queensborough Community College
A.A.S Business Administration, A.A, Accounting
JP Morgan Clearing Corporation October 2007 - Present
Bear Stearns & Company February 2000 - October 2007
Skills
Microsoft Excel, Microsoft Word, Market Analysis, Securities, Securities Inventory
Education
Baruch College
B.A, History
Queensborough Community College
A.A.S Business Administration, A.A, Accounting
Margaret Dolson's Bear Stearns & Company Experience 2005 - 2006
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2014 - Present
JPMorgan Chase February 2010 - January 2014
JPMorgan Chase & Co. February 2010 - December 2012
JPMorgan Chase & Co. March 2006 - January 2010
Bear Stearns & Company 2005 - 2006
Tiffany & Company 2004 - 2004
Accenture 2001 - 2003
Skills
Financial Services, Legal Discovery, Legal Project Management, E-Discovery Consulting, Legal Compliance, Litigation Management, Litigation Support, Strategic Leadership, Strategic Transformation, Program Development, Program Management, Risk Management, Operations Management, Technology Management, Vendor Management, Large Budget Management, Budget Forecasts, Cost Management, Purchasing Negotiation, Reducing Operating Costs, HR Strategy, Legal Process..., Cross-functional Team..., Training Program..., Capacity Planning, Business Efficiency, Business Workflows, Work Standardization, Quality Control, Process Design, Process Implementation, Data Strategies, Data Collection, Electronic Data..., Reporting, Document Review, Policies & Procedures, Strategic Communications, Project Management, Management, Process Improvement, Leadership, SDLC
Education
Vrije Universiteit Brussel 1990 — 1991
Master of Science (M.Sc.), Economics, High Distinction
The British School of Brussels
High School
University of Nairobi
Bachelor of Arts (B.A.), Economics
JPMorgan Chase February 2014 - Present
JPMorgan Chase February 2010 - January 2014
JPMorgan Chase & Co. February 2010 - December 2012
JPMorgan Chase & Co. March 2006 - January 2010
Bear Stearns & Company 2005 - 2006
Tiffany & Company 2004 - 2004
Accenture 2001 - 2003
Skills
Financial Services, Legal Discovery, Legal Project Management, E-Discovery Consulting, Legal Compliance, Litigation Management, Litigation Support, Strategic Leadership, Strategic Transformation, Program Development, Program Management, Risk Management, Operations Management, Technology Management, Vendor Management, Large Budget Management, Budget Forecasts, Cost Management, Purchasing Negotiation, Reducing Operating Costs, HR Strategy, Legal Process..., Cross-functional Team..., Training Program..., Capacity Planning, Business Efficiency, Business Workflows, Work Standardization, Quality Control, Process Design, Process Implementation, Data Strategies, Data Collection, Electronic Data..., Reporting, Document Review, Policies & Procedures, Strategic Communications, Project Management, Management, Process Improvement, Leadership, SDLC
Education
Vrije Universiteit Brussel 1990 — 1991
Master of Science (M.Sc.), Economics, High Distinction
The British School of Brussels
High School
University of Nairobi
Bachelor of Arts (B.A.), Economics
La Vern Rivera's Bear Stearns & Company Experience November 1979 - December 2007
Job Temporary Finance Assistant at Columbia University
Industry Nonprofit Organization Management
Experience
Columbia University October 2012 - January 2013
Columbia University Medical Center July 2011 - January 2012
Columbia University Medical Center May 2010 - June 2011
Columbia University Medical Center May 2009 - May 2010
Columbia University Medical Center December 2008 - April 2009
Bear Stearns & Company November 1979 - December 2007
Skills
Grants, Microsoft Excel, Research, Non-profits, Nonprofits, Community Outreach, Administrative Work, Microsoft Word, Calendaring, Customer Service, Inventory Management, Data Analysis, Customer Support, Ordering Office Supplies, Organizing Meetings, Event Planning
Education
Hunter College 1980 — 1985
Bachelor's degree, Elementary Education and Teaching
Columbia University October 2012 - January 2013
Columbia University Medical Center July 2011 - January 2012
Columbia University Medical Center May 2010 - June 2011
Columbia University Medical Center May 2009 - May 2010
Columbia University Medical Center December 2008 - April 2009
Bear Stearns & Company November 1979 - December 2007
Skills
Grants, Microsoft Excel, Research, Non-profits, Nonprofits, Community Outreach, Administrative Work, Microsoft Word, Calendaring, Customer Service, Inventory Management, Data Analysis, Customer Support, Ordering Office Supplies, Organizing Meetings, Event Planning
Education
Hunter College 1980 — 1985
Bachelor's degree, Elementary Education and Teaching
Rodney Bolden's Bear Stearns & Company Experience May 1997 - April 1998
Job Financial Services Professional
Industry Financial Services
Experience
KeyBank June 2015 - Present
Anthem April 2014 - May 2015
JP Morgan August 2010 - June 2012
JPMorgan Chase & Co. December 2006 - August 2010
JPMorgan Chase & Co. December 2004 - December 2006
JPMorgan Chase & Co. November 2003 - December 2004
Oppenheimer & Co. Inc. March 2002 - November 2003
Lehman Brothers April 1998 - March 2002
Bear Stearns & Company May 1997 - April 1998
Oppenheimer & Co. Inc. August 1988 - February 1997
Skills
Relationship Management, Sales, Sales Management, Financial Advisory, Financial Education, Government Relations, New Business Development, Banking, Credit, Financial Analysis, Financial Services, Portfolio Management, Risk Management
Education
Brown University
KeyBank June 2015 - Present
Anthem April 2014 - May 2015
JP Morgan August 2010 - June 2012
JPMorgan Chase & Co. December 2006 - August 2010
JPMorgan Chase & Co. December 2004 - December 2006
JPMorgan Chase & Co. November 2003 - December 2004
Oppenheimer & Co. Inc. March 2002 - November 2003
Lehman Brothers April 1998 - March 2002
Bear Stearns & Company May 1997 - April 1998
Oppenheimer & Co. Inc. August 1988 - February 1997
Skills
Relationship Management, Sales, Sales Management, Financial Advisory, Financial Education, Government Relations, New Business Development, Banking, Credit, Financial Analysis, Financial Services, Portfolio Management, Risk Management
Education
Brown University
Tracey Antia's Bear Stearns & Company Experience September 1998 - April 2001
Job Senior Web Developer at CoreOne Technologies
Industry Information Technology and Services
Experience
CoreOne Technologies September 2013 - Present
Thomson Reuters June 2006 - September 2013
Market Systems Inc. June 2001 - April 2006
Bear Stearns & Company September 1998 - April 2001
Salomon Smith Barney October 1997 - June 1998
GTE Data Services September 1994 - September 1997
Skills
MySQL, Shell Scripting, JavaScript, jQuery, Microsoft SQL Server, Web Services, SQL, Subversion, AJAX, XML, ASP.NET
Education
Florida International University 1991 — 1993
Bachelor of Science, Computer Science
Miami-Dade Community College 1989 — 1991
Associate of Science, Computer Science
CoreOne Technologies September 2013 - Present
Thomson Reuters June 2006 - September 2013
Market Systems Inc. June 2001 - April 2006
Bear Stearns & Company September 1998 - April 2001
Salomon Smith Barney October 1997 - June 1998
GTE Data Services September 1994 - September 1997
Skills
MySQL, Shell Scripting, JavaScript, jQuery, Microsoft SQL Server, Web Services, SQL, Subversion, AJAX, XML, ASP.NET
Education
Florida International University 1991 — 1993
Bachelor of Science, Computer Science
Miami-Dade Community College 1989 — 1991
Associate of Science, Computer Science
Julie Villena's Bear Stearns & Company Experience April 2000 - September 2009
Job Senior Client Associate at J.P.Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Asset Management October 2009 - Present
Bear Stearns & Company April 2000 - September 2009
Bear Stearns Securities Corp. January 2000 - March 2000
Magnum International Securities Philippines, Inc. January 1997 - August 1999
Dharmala Securities Philippines, Inc. June 1995 - December 1996
Skills
Mutual Funds, Wealth Management, Asset Allocation, Series 7, Alternative Investments, Bloomberg, Equities, Series 63, Hedge Funds, Asset Management, Investment Strategies, Investment Management, Investments, Client On-boarding, Microsoft Excel, Financial Analysis, Onboarding
Education
De La Salle University
Bachelor of Arts (B.A.), Economics
De La Salle University
Bachelor of Science (B.S.), Finance, General
UC Berkeley Extension
Certificate Program, Finance, General
Benedictine Abbey School
J.P. Morgan Asset Management October 2009 - Present
Bear Stearns & Company April 2000 - September 2009
Bear Stearns Securities Corp. January 2000 - March 2000
Magnum International Securities Philippines, Inc. January 1997 - August 1999
Dharmala Securities Philippines, Inc. June 1995 - December 1996
Skills
Mutual Funds, Wealth Management, Asset Allocation, Series 7, Alternative Investments, Bloomberg, Equities, Series 63, Hedge Funds, Asset Management, Investment Strategies, Investment Management, Investments, Client On-boarding, Microsoft Excel, Financial Analysis, Onboarding
Education
De La Salle University
Bachelor of Arts (B.A.), Economics
De La Salle University
Bachelor of Science (B.S.), Finance, General
UC Berkeley Extension
Certificate Program, Finance, General
Benedictine Abbey School
Wendy A Montalvo's Bear Stearns & Company Experience February 2005 - June 2008
Job Financial Services Professional
Industry Financial Services
Experience
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2010 - 2012
JPMorgan Chase & Company June 2010 - December 2011
Bear Stearns & Company February 2005 - June 2008
Bear Stearns & Company January 2005 - January 2008
Bear Stearns & Company January 2003 - January 2005
Bear Stearns & Company January 2000 - January 2003
Bear Stearns & Company January 1997 - January 2000
ADT Security Systems, Inc January 1995 - January 1997
ADT Security Systems, Inc January 1987 - January 1995
Skills
Accomplished..., Proven ability to..., Excellent..., Superior..., Proactive management,..., Proven ability to..., Strong ability to..., Excellent written and..., Monitor associate..., Experienced in the..., Performed file system..., Familiar with EMC..., Experienced /..., Management, System Administration, Troubleshooting, Unix, Software Documentation, Security, TCP/IP, Servers, Operating Systems
Education
Jackson State Community College 2009 — 2010
Certificate, Microsoft Office Admin
JPMorgan Chase 2010 - 2012
JPMorgan Chase 2010 - 2012
JPMorgan Chase & Company June 2010 - December 2011
Bear Stearns & Company February 2005 - June 2008
Bear Stearns & Company January 2005 - January 2008
Bear Stearns & Company January 2003 - January 2005
Bear Stearns & Company January 2000 - January 2003
Bear Stearns & Company January 1997 - January 2000
ADT Security Systems, Inc January 1995 - January 1997
ADT Security Systems, Inc January 1987 - January 1995
Skills
Accomplished..., Proven ability to..., Excellent..., Superior..., Proactive management,..., Proven ability to..., Strong ability to..., Excellent written and..., Monitor associate..., Experienced in the..., Performed file system..., Familiar with EMC..., Experienced /..., Management, System Administration, Troubleshooting, Unix, Software Documentation, Security, TCP/IP, Servers, Operating Systems
Education
Jackson State Community College 2009 — 2010
Certificate, Microsoft Office Admin
Robert Merkel's Bear Stearns & Company Experience April 2003 - January 2008
Job VP at Guggenheim Partners
Industry Information Technology and Services
Experience
Guggenheim Partners May 2012 - Present
JPMorgan Chase January 2010 - May 2012
JPMorgan Chase & Co. January 2008 - January 2010
Bear Stearns & Company April 2003 - January 2008
Bear Stearns & Company April 2000 - January 2003
Skills
Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, IT Management, Vendor Management, SDLC, Disaster Recovery, Project Management, Data Analysis, Risk Management, Business Analysis, IT Strategy, Integration, Program Management
Education
New York Institute of Technology
Guggenheim Partners May 2012 - Present
JPMorgan Chase January 2010 - May 2012
JPMorgan Chase & Co. January 2008 - January 2010
Bear Stearns & Company April 2003 - January 2008
Bear Stearns & Company April 2000 - January 2003
Skills
Research, Outlook, Teaching, Photoshop, Public Speaking, HTML, IT Management, Vendor Management, SDLC, Disaster Recovery, Project Management, Data Analysis, Risk Management, Business Analysis, IT Strategy, Integration, Program Management
Education
New York Institute of Technology
Susan Sansbury's Bear Stearns & Company Experience 1992 - October 2001
Job Consumer Strategist at Miller Tabak + Co, LLC
Industry Financial Services
Experience
Miller Tabak + Co, LLC February 2005 - Present
Bear Stearns & Company 1992 - October 2001
Skills
Senior Equity Research..., Consistent track record..., Hard and softgoods...
Education
Salem College
Bachelor of Arts (B.A.)
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Miller Tabak + Co, LLC February 2005 - Present
Bear Stearns & Company 1992 - October 2001
Skills
Senior Equity Research..., Consistent track record..., Hard and softgoods...
Education
Salem College
Bachelor of Arts (B.A.)
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA)
Mark Son's Bear Stearns & Company Experience 1994 - 2000
Job Hopeful Skeptic
Industry Computer Software
Experience
Pasadena Angels 2014 - Present
NS Assets LLC 2013 - Present
March on Green, Inc. 2008 - 2013
Morgan Stanley 2006 - 2008
Countrywide Capital Markets 2000 - 2006
Bear Stearns & Company 1994 - 2000
Education
California Institute of Technology 1989 — 1993
Bachelor of Science (BS), Physics and Mathematics
Columbia University in the City of New York 1993 — 1994
Doctor of Philosophy (PhD) - Candidate, Physics
Pasadena Angels 2014 - Present
NS Assets LLC 2013 - Present
March on Green, Inc. 2008 - 2013
Morgan Stanley 2006 - 2008
Countrywide Capital Markets 2000 - 2006
Bear Stearns & Company 1994 - 2000
Education
California Institute of Technology 1989 — 1993
Bachelor of Science (BS), Physics and Mathematics
Columbia University in the City of New York 1993 — 1994
Doctor of Philosophy (PhD) - Candidate, Physics
Gene Robbins's Bear Stearns & Company Experience 1993 - 2007
Job Executive Director Application Development Manager at Chase Wealth Managment
Industry Information Technology and Services
Experience
JP Morgan Chase Executive Director - Application Development ManagerChase Wealth Managment2008 - Present
Bear Stearns & Company 1993 - 2007
Skills
Direction of Mission..., Leadership, Mentoring, Training, Team Leadership, Continuos Process..., Risk Management, Strategic Planning, Technology Architecture, Global Business, Competitive Analysis, Product and Program..., Product and Program..., Enterprise Architecture
Education
Massachusetts Institute of Technology
Bachelors Degree Electrical Engineering
JP Morgan Chase Executive Director - Application Development ManagerChase Wealth Managment2008 - Present
Bear Stearns & Company 1993 - 2007
Skills
Direction of Mission..., Leadership, Mentoring, Training, Team Leadership, Continuos Process..., Risk Management, Strategic Planning, Technology Architecture, Global Business, Competitive Analysis, Product and Program..., Product and Program..., Enterprise Architecture
Education
Massachusetts Institute of Technology
Bachelors Degree Electrical Engineering
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS