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
Carla Caldwell Carla Caldwell's Bear Stearns & Company Experience September 2006 - August 2008
Job Registered Client Associate at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors April 2014 - Present
First Southwest Company April 2013 - January 2014
Morgan Stanley August 2012 - March 2013
RBC Wealth Management August 2008 - March 2012
Bear, Stearns & Company September 2006 - August 2008
HD Vest Financial Services December 2004 - September 2006
The MONY Group April 2003 - December 2004
Alpha Capital Management September 2002 - April 2003
Texas State Securities Board October 2001 - September 2002
Education
Texas State University-San Marcos 1987 — 1993
Bachelor of Arts (B.A.)
Wells Fargo Advisors April 2014 - Present
First Southwest Company April 2013 - January 2014
Morgan Stanley August 2012 - March 2013
RBC Wealth Management August 2008 - March 2012
Bear, Stearns & Company September 2006 - August 2008
HD Vest Financial Services December 2004 - September 2006
The MONY Group April 2003 - December 2004
Alpha Capital Management September 2002 - April 2003
Texas State Securities Board October 2001 - September 2002
Education
Texas State University-San Marcos 1987 — 1993
Bachelor of Arts (B.A.)
Richard Kellner Richard Kellner's Bear Stearns & Company Experience 1998 - 1999
Job Founder & CEO Enabling Precision Medicine for Providers, Patients, and Payers.
Industry Hospital & Health Care
Experience
Precision Medicine Network, Inc. 2014 - Present
Genome Health Solutions, Inc. 2011 - 2014
Kellner Group, Inc. 2008 - 2011
The Nielsen Company 2003 - 2008
NetRatings 1999 - 2003
Bear Stearns & Company 1998 - 1999
RBC Capital Markets 1991 - 1998
Skills
Entrepreneurship, Start-ups, Strategy, Leadership, Analytics, Business Development, Competitive Analysis, Mergers & Acquisitions, Healthcare, CRM, Management, Business Strategy, Management Consulting, Business Planning, Product Launch, Program Management, Strategic Partnerships, Market Analysis, Product Development, Integrated Marketing, Global Marketing, Corporate Development, Venture Capital, Product Management, Strategic Consulting, International Business, Genomics, Bioinformatics, Analysis, Executive Management, Commercialization, Market Research, Competitive Intelligence, Senior Executive..., Corporate Finance, Cross-functional Team..., Product Marketing, P&L Management, Mobile Health, Outsourcing, Segmentation, Go-to-market Strategy, Comparative...
Education
University of Massachusetts, Amherst
BA, Economics
Precision Medicine Network, Inc. 2014 - Present
Genome Health Solutions, Inc. 2011 - 2014
Kellner Group, Inc. 2008 - 2011
The Nielsen Company 2003 - 2008
NetRatings 1999 - 2003
Bear Stearns & Company 1998 - 1999
RBC Capital Markets 1991 - 1998
Skills
Entrepreneurship, Start-ups, Strategy, Leadership, Analytics, Business Development, Competitive Analysis, Mergers & Acquisitions, Healthcare, CRM, Management, Business Strategy, Management Consulting, Business Planning, Product Launch, Program Management, Strategic Partnerships, Market Analysis, Product Development, Integrated Marketing, Global Marketing, Corporate Development, Venture Capital, Product Management, Strategic Consulting, International Business, Genomics, Bioinformatics, Analysis, Executive Management, Commercialization, Market Research, Competitive Intelligence, Senior Executive..., Corporate Finance, Cross-functional Team..., Product Marketing, P&L Management, Mobile Health, Outsourcing, Segmentation, Go-to-market Strategy, Comparative...
Education
University of Massachusetts, Amherst
BA, Economics
Reid Liebhaber Reid Liebhaber's Bear Stearns & Company Experience August 1997 - May 2008
Job Relationship Manager / Business Development
Industry Investment Management
Experience
J.P. Morgan / The Private Bank August 2012 - September 2015
Stifel Nicolaus & Company Inc. June 2008 - June 2012
Bear Stearns & Company August 1997 - May 2008
Skills
Equities, Hedge Funds, Series 63, Investments, Asset Management, Series 7, Asset Managment, Wealth Management, Alternative Investments, Equity Research, Securities, Capital Markets, Key Client Relationships, Valuation, Fixed Income, Bloomberg, Investment Banking, Mutual Funds, Finance
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California
Bachelor's degree, Business Administration and Management, General
J.P. Morgan / The Private Bank August 2012 - September 2015
Stifel Nicolaus & Company Inc. June 2008 - June 2012
Bear Stearns & Company August 1997 - May 2008
Skills
Equities, Hedge Funds, Series 63, Investments, Asset Management, Series 7, Asset Managment, Wealth Management, Alternative Investments, Equity Research, Securities, Capital Markets, Key Client Relationships, Valuation, Fixed Income, Bloomberg, Investment Banking, Mutual Funds, Finance
Education
Vanderbilt University - Owen Graduate School of Management
Master of Business Administration (MBA), Business Administration and Management, General
University of Southern California
Bachelor's degree, Business Administration and Management, General
Constanza Madrid Constanza Madrid's Bear Stearns & Company Experience July 2002 - December 2005
Job Sales Operations Specialist at TriNet
Industry Financial Services
Experience
TriNet October 2014 - Present
Baruch College February 2014 - June 2014
Moody's Analytics April 2007 - March 2014
Moody's Corporation January 2012 - December 2013
Moody's Corporation January 2011 - December 2013
Moody's Corporation August 2008 - December 2011
Bear, Stearns & Company July 2002 - December 2005
Andin International October 1998 - March 2001
Skills
Salesforce.com, CRM, Sales, Diversity & Inclusion..., Corporate Social..., Team Building, Leadership, Cross-functional Team..., Process Improvement, Account Management, Product Management, Marketing Communications, Analysis, Strategy, Business Planning, Data Analysis, Event Management, Budgets, Financial Analysis, Human Resources, Customer Service, Public Speaking, Employee Relations, Employee Engagement, Talent Acquisition, Professional..., Recruiting, Employee Training, Volunteer Management, Volunteer Recruiting, Non-profit Volunteer, Event Planning, Program Management, Nonprofits, Change Management, Organizational..., Time Management, Talent Management, Interviews
Education
Brown University 1991 — 1995
Bachelor of Arts, Biology
Curtis High School 1987 — 1991
Honors/Advanced Placement and IB Degree, Math and Sciences
TriNet October 2014 - Present
Baruch College February 2014 - June 2014
Moody's Analytics April 2007 - March 2014
Moody's Corporation January 2012 - December 2013
Moody's Corporation January 2011 - December 2013
Moody's Corporation August 2008 - December 2011
Bear, Stearns & Company July 2002 - December 2005
Andin International October 1998 - March 2001
Skills
Salesforce.com, CRM, Sales, Diversity & Inclusion..., Corporate Social..., Team Building, Leadership, Cross-functional Team..., Process Improvement, Account Management, Product Management, Marketing Communications, Analysis, Strategy, Business Planning, Data Analysis, Event Management, Budgets, Financial Analysis, Human Resources, Customer Service, Public Speaking, Employee Relations, Employee Engagement, Talent Acquisition, Professional..., Recruiting, Employee Training, Volunteer Management, Volunteer Recruiting, Non-profit Volunteer, Event Planning, Program Management, Nonprofits, Change Management, Organizational..., Time Management, Talent Management, Interviews
Education
Brown University 1991 — 1995
Bachelor of Arts, Biology
Curtis High School 1987 — 1991
Honors/Advanced Placement and IB Degree, Math and Sciences
Barbara Alvarez Barbara Alvarez's Bear Stearns & Company Experience July 1986 - June 1988
Job Director of Corporate and Foundation Relations at Sierra Nevada College
Industry Fund-Raising
Experience
Sierra Nevada College July 2013 - Present
Alvarez Consulting March 1996 - June 2013
Ansel Adams Center for Photography 1993 - 1995
Financial Relations Board September 1988 - September 1990
Bear Stearns & Company July 1986 - June 1988
Skills
Strategic Planning, Business Strategy, Corporate Finance, Event Planning, Strategic Consulting, Management Consulting, Fundraising
Education
University of Pennsylvania
BA Political Science
University of California, Berkeley
Marketing Certificate
Darien High School
Sierra Nevada College July 2013 - Present
Alvarez Consulting March 1996 - June 2013
Ansel Adams Center for Photography 1993 - 1995
Financial Relations Board September 1988 - September 1990
Bear Stearns & Company July 1986 - June 1988
Skills
Strategic Planning, Business Strategy, Corporate Finance, Event Planning, Strategic Consulting, Management Consulting, Fundraising
Education
University of Pennsylvania
BA Political Science
University of California, Berkeley
Marketing Certificate
Darien High School
Thomas Frayne Thomas Frayne's Bear Stearns & Company Experience May 1990 - January 1996
Job Regulatory and Risk Consultant at Major Global Bank
Industry Capital Markets
Experience
Bank of America Merrill Lynch January 2015 - Present
Deutsche Bank October 2010 - October 2013
Business Consultant August 2006 - October 2010
P&J Realty August 2006 - August 2010
Filter 14 / NA May 2000 - January 2006
United States Government / DCFC August 1999 - December 2000
Credit Suisse January 1996 - July 1999
Bear Stearns & Company May 1990 - January 1996
Skills
Hedge Funds, Analytics, Negotiation, Management, Valuation, Risk Management, Finance, Start-ups, Banking, Portfolio Management, Financial Risk, Investment Banking, Management Consulting, Loans, Structured Finance, Securities, Credit, Bonds, Fixed Income, Derivatives, Market Risk, Trading, Capital Markets, Equities, Financial Modeling, Asset Management, Structured Products, Financial Markets, Investments, Strategy
Education
University of Pennsylvania
BA, Economics
Bank of America Merrill Lynch January 2015 - Present
Deutsche Bank October 2010 - October 2013
Business Consultant August 2006 - October 2010
P&J Realty August 2006 - August 2010
Filter 14 / NA May 2000 - January 2006
United States Government / DCFC August 1999 - December 2000
Credit Suisse January 1996 - July 1999
Bear Stearns & Company May 1990 - January 1996
Skills
Hedge Funds, Analytics, Negotiation, Management, Valuation, Risk Management, Finance, Start-ups, Banking, Portfolio Management, Financial Risk, Investment Banking, Management Consulting, Loans, Structured Finance, Securities, Credit, Bonds, Fixed Income, Derivatives, Market Risk, Trading, Capital Markets, Equities, Financial Modeling, Asset Management, Structured Products, Financial Markets, Investments, Strategy
Education
University of Pennsylvania
BA, Economics
Sean Mee's Bear Stearns & Company Experience May 1998 - June 2000
Job Manager Credit Risk, DTCC
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation November 2012 - Present
BNP Paribas May 2007 - November 2012
BNP Paribas August 2004 - May 2007
Commerzbank AG June 2000 - August 2004
Bear Stearns & Company May 1998 - June 2000
Logan Capital Management, Inc. June 1995 - May 1998
Skills
Asset Management, Corporate Finance, Banking, Credit, Credit Analysis, Credit Risk, Derivatives, Finance, Financial Services, Analysis, Relationship Management, Risk Management, Portfolio Management
Education
University of Notre Dame 1991 — 1995
Bachelor, Business Administration; Finance, Overall GPA: 3.3; Finance GPA: 3.6
The Depository Trust & Clearing Corporation November 2012 - Present
BNP Paribas May 2007 - November 2012
BNP Paribas August 2004 - May 2007
Commerzbank AG June 2000 - August 2004
Bear Stearns & Company May 1998 - June 2000
Logan Capital Management, Inc. June 1995 - May 1998
Skills
Asset Management, Corporate Finance, Banking, Credit, Credit Analysis, Credit Risk, Derivatives, Finance, Financial Services, Analysis, Relationship Management, Risk Management, Portfolio Management
Education
University of Notre Dame 1991 — 1995
Bachelor, Business Administration; Finance, Overall GPA: 3.3; Finance GPA: 3.6
frank venezia frank venezia's Bear Stearns & Company Experience October 1996 - July 1998
Job Wintel Engineer at Allscripts
Industry Financial Services
Experience
Allscripts November 2010 - Present
Barclays Capital/CGI October 2008 - October 2010
Barclays Capital 2008 - October 2010
Lehman Brothers June 1998 - October 2008
Lehman Brothers July 1998 - September 2008
Lehman Brothers July 1998 - September 2008
Bear, Stearns & Company October 1996 - July 1998
Lehman Brothers July 1994 - September 1996
Computer Information Access August 1991 - October 1994
CIA 1991 - 1994
Skills
Windows, Windows Server, VMware, Scripting, Market Data, Disaster Recovery, Sybase, Trading Systems, Active Directory, ITIL, SQL, Unix, Virtualization, Business Analysis, Solaris, Enterprise Architecture, VBScript, Electronic Trading, Blackberry Enterprise..., Blackberry, Data Center, System Deployment, Business Continuity, Microsoft Exchange
Education
Hofstra University 1984 — 1987
BS, Major Computer Science, Minor Information Systems
Hofstra University 1983 — 1987
Bachelor of Science, Computer Science and
Allscripts November 2010 - Present
Barclays Capital/CGI October 2008 - October 2010
Barclays Capital 2008 - October 2010
Lehman Brothers June 1998 - October 2008
Lehman Brothers July 1998 - September 2008
Lehman Brothers July 1998 - September 2008
Bear, Stearns & Company October 1996 - July 1998
Lehman Brothers July 1994 - September 1996
Computer Information Access August 1991 - October 1994
CIA 1991 - 1994
Skills
Windows, Windows Server, VMware, Scripting, Market Data, Disaster Recovery, Sybase, Trading Systems, Active Directory, ITIL, SQL, Unix, Virtualization, Business Analysis, Solaris, Enterprise Architecture, VBScript, Electronic Trading, Blackberry Enterprise..., Blackberry, Data Center, System Deployment, Business Continuity, Microsoft Exchange
Education
Hofstra University 1984 — 1987
BS, Major Computer Science, Minor Information Systems
Hofstra University 1983 — 1987
Bachelor of Science, Computer Science and
Mitchell Janoff's Bear Stearns & Company Experience 1998 - 2000
Job Financial Representative at Northwestern Mutual
Industry Financial Services
Experience
Northwestern Mutual January 2014 - Present
G2 Trading June 2012 - December 2012
Kingdom Ridge Capital February 2008 - May 2012
SAC Capital January 2001 - March 2006
Bear Stearns & Company 1998 - 2000
Bear Stearns Investment Bank 1998 - 2000
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Public Speaking, Alternative Investments, Bloomberg, Capital Markets, Equities, Financial Analysis, Hedge Funds, Portfolio Management, Risk Management, Trading
Education
University of Massachusetts, Amherst 1993 — 1998
Bachelor of Science (BS), Applied Economics
Stuyvesant High School 1989 — 1993
Northwestern Mutual January 2014 - Present
G2 Trading June 2012 - December 2012
Kingdom Ridge Capital February 2008 - May 2012
SAC Capital January 2001 - March 2006
Bear Stearns & Company 1998 - 2000
Bear Stearns Investment Bank 1998 - 2000
Skills
Microsoft Excel, Microsoft Word, Customer Service, English, Windows, Research, Outlook, Public Speaking, Alternative Investments, Bloomberg, Capital Markets, Equities, Financial Analysis, Hedge Funds, Portfolio Management, Risk Management, Trading
Education
University of Massachusetts, Amherst 1993 — 1998
Bachelor of Science (BS), Applied Economics
Stuyvesant High School 1989 — 1993
Hormazd J. Mistry Hormazd J. Mistry's Bear Stearns & Company Experience 1995 - 2001
Job Area Manager / Technical Project Management at AT&T
Industry Telecommunications
Experience
AT&T December 2013 - Present
AT&T Mobility April 2007 - December 2013
AT&T Mobility April 2006 - April 2007
Bear, Stearns & Company 1995 - 2001
Charles River Consultants April 1995 - August 1996
Southampton College of Long Island University 1990 - 1994
Skills
Telecommunications, Mobile Devices, LTE, Project Management, Program Management, Wireless, Vendor Management, Leadership, Cross-functional Team..., VoIP, Team Leadership, Managed Services, Business Analysis, Customer Satisfaction, PMP, PMO, Integration, Product Management, Call Centers, Networking, Management
Education
NYU / Polytechnic 1996 — 1998
Master's Degree
Long Island University, Southampton Campus 1990 — 1994
BS
Cathedral & John Connon 1977 — 1989
ISC XII
AT&T December 2013 - Present
AT&T Mobility April 2007 - December 2013
AT&T Mobility April 2006 - April 2007
Bear, Stearns & Company 1995 - 2001
Charles River Consultants April 1995 - August 1996
Southampton College of Long Island University 1990 - 1994
Skills
Telecommunications, Mobile Devices, LTE, Project Management, Program Management, Wireless, Vendor Management, Leadership, Cross-functional Team..., VoIP, Team Leadership, Managed Services, Business Analysis, Customer Satisfaction, PMP, PMO, Integration, Product Management, Call Centers, Networking, Management
Education
NYU / Polytechnic 1996 — 1998
Master's Degree
Long Island University, Southampton Campus 1990 — 1994
BS
Cathedral & John Connon 1977 — 1989
ISC XII
Reja Sabet Reja Sabet's Bear Stearns & Company Experience January 1988 - January 1990
Job CEO WebGate, Inc.
Industry Venture Capital & Private Equity
Experience
WebGate, Inc. January 1995 - Present
uRevu, LLC September 2014 - Present
Shaklee Global Group, Inc. October 2010 - Present
Gulf Associates, Inc. January 1990 - Present
Nutrition For Healing, LLC. May 2013 - Present
WCI Cable, Inc. 2001 - 2008
FLAG Telecom January 1990 - February 2000
Beauty.com January 1999 - January 2000
DineNet Menus Online (Seamless/GrubHub, just 20 years too early) January 1995 - January 1998
BEAR, STEARNS & COMPANY January 1988 - January 1990
Skills
Negotiation, Due Diligence, Investments, Joint Ventures, Structuring, Start-ups, Business Strategy, Strategic Planning, Private Equity, Business Planning, Entrepreneur, Management Consulting, Restructuring, Strategy Development, Entrepreneurship, Venture Capital, Financial Structuring, Strategy, Mediation, Conflict Resolution, International Business, Strategic Partnerships, Management, Leadership, Portfolio Management, E-commerce, Mergers & Acquisitions, Executive Management, Consulting, Finance, Marketing Strategy, New Business Development, Contract Negotiation, Small Business, Marketing, Business Development, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, with Distinction, Management
University of Pennsylvania - The Wharton School 1982 — 1986
BBA, International Business
The Browning School 1976 — 1982
WebGate, Inc. January 1995 - Present
uRevu, LLC September 2014 - Present
Shaklee Global Group, Inc. October 2010 - Present
Gulf Associates, Inc. January 1990 - Present
Nutrition For Healing, LLC. May 2013 - Present
WCI Cable, Inc. 2001 - 2008
FLAG Telecom January 1990 - February 2000
Beauty.com January 1999 - January 2000
DineNet Menus Online (Seamless/GrubHub, just 20 years too early) January 1995 - January 1998
BEAR, STEARNS & COMPANY January 1988 - January 1990
Skills
Negotiation, Due Diligence, Investments, Joint Ventures, Structuring, Start-ups, Business Strategy, Strategic Planning, Private Equity, Business Planning, Entrepreneur, Management Consulting, Restructuring, Strategy Development, Entrepreneurship, Venture Capital, Financial Structuring, Strategy, Mediation, Conflict Resolution, International Business, Strategic Partnerships, Management, Leadership, Portfolio Management, E-commerce, Mergers & Acquisitions, Executive Management, Consulting, Finance, Marketing Strategy, New Business Development, Contract Negotiation, Small Business, Marketing, Business Development, Equities
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, with Distinction, Management
University of Pennsylvania - The Wharton School 1982 — 1986
BBA, International Business
The Browning School 1976 — 1982
Keri Kutakoff's Bear Stearns & Company Experience 2003 - 2005
Job Financial Services Professional
Industry Financial Services
Experience
Penn Mutual August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Bear Stearns & Company 2003 - 2005
Oppenheimer & Co. Inc. 1994 - 2003
Skills
Investment Management, Marketing, Business development,..., Marketing Communications, Public Relations, Strategic Planning, Marketing Strategy, Financial Analysis, Management, Finance, Mutual Funds, Leadership, Strategy, Customer Service, Product Management
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelor of Business Administration (BBA), Marketing
University of Delaware - Lerner College of Business and Economics
Penn Mutual August 2015 - Present
Bank of America Merrill Lynch June 2015 - August 2015
Bear Stearns & Company 2003 - 2005
Oppenheimer & Co. Inc. 1994 - 2003
Skills
Investment Management, Marketing, Business development,..., Marketing Communications, Public Relations, Strategic Planning, Marketing Strategy, Financial Analysis, Management, Finance, Mutual Funds, Leadership, Strategy, Customer Service, Product Management
Education
University of Delaware - Lerner College of Business and Economics 1989 — 1993
Bachelor of Business Administration (BBA), Marketing
University of Delaware - Lerner College of Business and Economics
Marnie Herren Marnie Herren's Bear Stearns & Company Experience 2007 - 2009
Job Project Manager at eventPower
Industry Events Services
Experience
eventPower, Inc. February 2011 - Present
Bear Stearns & Company 2007 - 2009
Citi 2005 - 2007
Financial Services Industry 1995 - 2005
Principal Financial Group 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Meeting Planning, Trade Shows, Event Management, Event Producing, Project Management, Event Planning, Marketing, Strategic Communications, Social Media..., Social Media Marketing, Marketing Communications, Conference Coordination, Marketing Strategy, Sales, Speaker Support, Financial Accounting, Customer Service, Organizational..., Public Speaking, Consumer Behaviour, Management, Leadership, Strategic Planning, Program Management, Team Leadership, Social Media, Budgets, Strategy, Business Development, Corporate Events, Team Building, New Business Development
Education
University of Florida - Warrington College of Business Administration
Bachelor of Science (B.S.), Marketing
eventPower, Inc. February 2011 - Present
Bear Stearns & Company 2007 - 2009
Citi 2005 - 2007
Financial Services Industry 1995 - 2005
Principal Financial Group 1994 - 1995
Merrill Lynch 1992 - 1994
Skills
Meeting Planning, Trade Shows, Event Management, Event Producing, Project Management, Event Planning, Marketing, Strategic Communications, Social Media..., Social Media Marketing, Marketing Communications, Conference Coordination, Marketing Strategy, Sales, Speaker Support, Financial Accounting, Customer Service, Organizational..., Public Speaking, Consumer Behaviour, Management, Leadership, Strategic Planning, Program Management, Team Leadership, Social Media, Budgets, Strategy, Business Development, Corporate Events, Team Building, New Business Development
Education
University of Florida - Warrington College of Business Administration
Bachelor of Science (B.S.), Marketing
Eric Kroto Laumann Eric Kroto Laumann's Bear Stearns & Company Experience January 2005 - July 2008
Job Head of Risk Arbitrage at KCG Holdings, Inc.
Industry Capital Markets
Experience
KCG Holdings, Inc. January 2015 - Present
Millennium Management January 2013 - October 2014
Credit Suisse July 2008 - January 2013
Bear Stearns & Company January 2005 - July 2008
Deephaven Capital Management 2002 - 2004
Weil, Gotshal & Manges LLP 2000 - 2002
Jenner & Block 1997 - 2000
Kasowitz, Benson, Torres & Friedman LLP 1995 - 1997
Sullivan & Cromwell LLP 1992 - 1995
US District Court, E.D. PA 1991 - 1992
Skills
Risk Arbitrage, Mergers & Acquisitions, Portfolio Management, Litigation, Antitrust Law, Competition Law, Regulatory Affairs, Proxy Contests, Shareholder Activism, Economics, Hedge Funds, Trading, Capital Markets, Equities, Securities, Derivatives, Fixed Income, Patent Litigation, Securities Litigation, Commercial Litigation, Class Actions, Distressed Debt, FTC, European Union, FCC, FERC, Utility Industry, Corporate Law, Management
Education
University of Pennsylvania Law School 1988 — 1991
Juris Doctor (J.D.), Cum Laude
University of Michigan 1984 — 1988
Bachelor's Degree, Economics, High Honors
University of Cambridge 1986 — 1987
Economics
University of Chicago Laboratory Schools 1980 — 1984
High School
KCG Holdings, Inc. January 2015 - Present
Millennium Management January 2013 - October 2014
Credit Suisse July 2008 - January 2013
Bear Stearns & Company January 2005 - July 2008
Deephaven Capital Management 2002 - 2004
Weil, Gotshal & Manges LLP 2000 - 2002
Jenner & Block 1997 - 2000
Kasowitz, Benson, Torres & Friedman LLP 1995 - 1997
Sullivan & Cromwell LLP 1992 - 1995
US District Court, E.D. PA 1991 - 1992
Skills
Risk Arbitrage, Mergers & Acquisitions, Portfolio Management, Litigation, Antitrust Law, Competition Law, Regulatory Affairs, Proxy Contests, Shareholder Activism, Economics, Hedge Funds, Trading, Capital Markets, Equities, Securities, Derivatives, Fixed Income, Patent Litigation, Securities Litigation, Commercial Litigation, Class Actions, Distressed Debt, FTC, European Union, FCC, FERC, Utility Industry, Corporate Law, Management
Education
University of Pennsylvania Law School 1988 — 1991
Juris Doctor (J.D.), Cum Laude
University of Michigan 1984 — 1988
Bachelor's Degree, Economics, High Honors
University of Cambridge 1986 — 1987
Economics
University of Chicago Laboratory Schools 1980 — 1984
High School
R. Blake Murphy R. Blake Murphy's Bear Stearns & Company Experience 1992 - 2001
Job Managing Director at Finacity Corporation
Industry Investment Banking
Experience
Finacity Corporation July 2015 - Present
Innoventure Partners January 2013 - Present
ED&F MAN Capital Markets Inc. 2014 - 2015
TAG Access Partners, LLC 2011 - 2015
Seaport Securities Corp 2013 - 2014
Cohen & Company 2008 - 2011
Lehman Brothers 2006 - September 2008
Fortis Bank / Fortis Securities 2003 - 2006
Rothschild 2001 - 2003
Bear Stearns & Company 1992 - 2001
Skills
Capital Markets, Structured Products, Fixed Income, Structured Finance, Private Equity, Hedge Funds, Investment Banking, Financial Structuring, Bonds, Alternative Investments, Securitization, Financial Markets, Corporate Finance, Derivatives, Asset Managment, Project Finance, Venture Capital, Emerging Markets, Insurance Linked..., Private Placements
Education
University of Arkansas at Fayetteville 1977 — 1981
Finacity Corporation July 2015 - Present
Innoventure Partners January 2013 - Present
ED&F MAN Capital Markets Inc. 2014 - 2015
TAG Access Partners, LLC 2011 - 2015
Seaport Securities Corp 2013 - 2014
Cohen & Company 2008 - 2011
Lehman Brothers 2006 - September 2008
Fortis Bank / Fortis Securities 2003 - 2006
Rothschild 2001 - 2003
Bear Stearns & Company 1992 - 2001
Skills
Capital Markets, Structured Products, Fixed Income, Structured Finance, Private Equity, Hedge Funds, Investment Banking, Financial Structuring, Bonds, Alternative Investments, Securitization, Financial Markets, Corporate Finance, Derivatives, Asset Managment, Project Finance, Venture Capital, Emerging Markets, Insurance Linked..., Private Placements
Education
University of Arkansas at Fayetteville 1977 — 1981
Traci Phan's Bear Stearns & Company Experience January 2004 - November 2007
Job Stylist at Trunk Club
Industry Entertainment
Experience
Trunk Club October 2015 - Present
Live Nation Entertainment March 2014 - Present
Live Nation Entertainment, Inc January 2010 - Present
Live Nation Entertainment, Inc November 2007 - January 2010
Bear Stearns & Company January 2004 - November 2007
Bear Energy August 2006 - September 2007
Bear Stearns & Company December 2004 - September 2007
Bear Stearns & Co December 2004 - August 2006
UBS March 2004 - November 2004
Skills
Account Reconciliation, Accounting, Analysis, Budgets, Business Development, Business Strategy, Competitive Analysis, Corporate Communications, Event Management, Finance, Financial Analysis, Forecasting, Internal Controls, Investments, Investor Relations, Leadership, Management, Marketing, Mergers & Acquisitions, Press Releases, Negotiation, Retail, Social Media, Sales, Social Media Marketing, Social Networking, Teamwork, Time Management, Trading, Valuation, Executive Management, Market Research, Start-ups, Strategic Partnerships, Sponsorship Sales
Education
University of Houston, C.T. Bauer College of Business 1997 — 2002
BBA, Marketing
University of Houston
Bachelor of Business Administration (BBA), Marketing
Trunk Club October 2015 - Present
Live Nation Entertainment March 2014 - Present
Live Nation Entertainment, Inc January 2010 - Present
Live Nation Entertainment, Inc November 2007 - January 2010
Bear Stearns & Company January 2004 - November 2007
Bear Energy August 2006 - September 2007
Bear Stearns & Company December 2004 - September 2007
Bear Stearns & Co December 2004 - August 2006
UBS March 2004 - November 2004
Skills
Account Reconciliation, Accounting, Analysis, Budgets, Business Development, Business Strategy, Competitive Analysis, Corporate Communications, Event Management, Finance, Financial Analysis, Forecasting, Internal Controls, Investments, Investor Relations, Leadership, Management, Marketing, Mergers & Acquisitions, Press Releases, Negotiation, Retail, Social Media, Sales, Social Media Marketing, Social Networking, Teamwork, Time Management, Trading, Valuation, Executive Management, Market Research, Start-ups, Strategic Partnerships, Sponsorship Sales
Education
University of Houston, C.T. Bauer College of Business 1997 — 2002
BBA, Marketing
University of Houston
Bachelor of Business Administration (BBA), Marketing
Laura Tobescu Laura Tobescu's Bear Stearns & Company Experience April 1999 - June 2008
Job Senior Project Manager at Allergan (HR)
Industry Information Technology and Services
Experience
Allergan August 2015 - Present
JPMorgan Chase March 2008 - May 2015
Bear Stearns & Company April 1999 - June 2008
Education
New York Institute of Finance 2002 — 2002
Fundamentals of the Securities Industry, Brokerage Operations, Portfolio Management
Rational University 2000 — 2000
Rational Team Test - Automated testing and test management tools for GUI applications
Requirements Center Essentials Blueprint Training 2009 — 2009
University Of Bucharest, Faculty of Chemistry, Romania 1989 — 1994
Bachelor's degree
Liceul Dr Ioan Mesota 1983 — 1987
Allergan August 2015 - Present
JPMorgan Chase March 2008 - May 2015
Bear Stearns & Company April 1999 - June 2008
Education
New York Institute of Finance 2002 — 2002
Fundamentals of the Securities Industry, Brokerage Operations, Portfolio Management
Rational University 2000 — 2000
Rational Team Test - Automated testing and test management tools for GUI applications
Requirements Center Essentials Blueprint Training 2009 — 2009
University Of Bucharest, Faculty of Chemistry, Romania 1989 — 1994
Bachelor's degree
Liceul Dr Ioan Mesota 1983 — 1987
Brandon Cobb's Bear Stearns & Company Experience May 2000 - August 2000
Job Business Development │ Integrated Communications | Marketing | Partnerships│Media & Entertainment
Industry Marketing and Advertising
Experience
American Express OPEN March 2014 - Present
American Express May 2013 - Present
American Express May 2012 - March 2013
American Express September 2010 - May 2012
21st Century Fox August 2008 - September 2010
Fox Filmed Entertainment January 2005 - August 2008
Fox Networks Group January 2005 - September 2005
Hewitt Associates March 2003 - October 2004
The Home Depot June 2001 - August 2001
Bear, Stearns & Company May 2000 - August 2000
Skills
Strategy, Business Development, Strategic Partnerships, Business Strategy, Marketing Strategy, New Business Development, Cross-functional Team..., Marketing, Leadership, Digital Media, Digital Marketing, Analytics, Competitive Analysis, Corporate Communications, Strategic Communications, Social Media, Public Speaking, Recruiting, Digital Strategy, Start-ups, Proposal Management, Program Management, Marketing Communications, Integrated Marketing, Integrated Brand..., Advertising, Managing Agency...
Education
Emory University - Goizueta Business School 2000 — 2002
BBA, Organization & Management
Deerfield Academy 1994 — 1998
American Express OPEN March 2014 - Present
American Express May 2013 - Present
American Express May 2012 - March 2013
American Express September 2010 - May 2012
21st Century Fox August 2008 - September 2010
Fox Filmed Entertainment January 2005 - August 2008
Fox Networks Group January 2005 - September 2005
Hewitt Associates March 2003 - October 2004
The Home Depot June 2001 - August 2001
Bear, Stearns & Company May 2000 - August 2000
Skills
Strategy, Business Development, Strategic Partnerships, Business Strategy, Marketing Strategy, New Business Development, Cross-functional Team..., Marketing, Leadership, Digital Media, Digital Marketing, Analytics, Competitive Analysis, Corporate Communications, Strategic Communications, Social Media, Public Speaking, Recruiting, Digital Strategy, Start-ups, Proposal Management, Program Management, Marketing Communications, Integrated Marketing, Integrated Brand..., Advertising, Managing Agency...
Education
Emory University - Goizueta Business School 2000 — 2002
BBA, Organization & Management
Deerfield Academy 1994 — 1998
Agatha Kavanaugh Agatha Kavanaugh's Bear Stearns & Company Experience May 2004 - December 2006
Job Recruiter at One Haus
Industry Hospitality
Experience
One Haus June 2015 - Present
TorreyCove Capital Partners LLC November 2011 - December 2014
PCG Asset Management January 2007 - November 2011
Bear Stearns & Company May 2004 - December 2006
Hillstone Restaurant Group September 1999 - March 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Private Equity, Due Diligence, Analysis, Financial Modeling, Microsoft Word, Research, Public Relations, Client Relations Skills, Hospitality Industry, Recruiting, New Restaurant Openings, Restaurants, Business Development, Business Analysis, Food & Beverage, Financial Analysis, Valuation, Management, Catering, Corporate Finance, Hospitality Management
Education
University of California, Los Angeles
Bachelor's degree
One Haus June 2015 - Present
TorreyCove Capital Partners LLC November 2011 - December 2014
PCG Asset Management January 2007 - November 2011
Bear Stearns & Company May 2004 - December 2006
Hillstone Restaurant Group September 1999 - March 2004
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Private Equity, Due Diligence, Analysis, Financial Modeling, Microsoft Word, Research, Public Relations, Client Relations Skills, Hospitality Industry, Recruiting, New Restaurant Openings, Restaurants, Business Development, Business Analysis, Food & Beverage, Financial Analysis, Valuation, Management, Catering, Corporate Finance, Hospitality Management
Education
University of California, Los Angeles
Bachelor's degree
Alan Donenfeld Alan Donenfeld's Bear Stearns & Company Experience 1988 - 1990
Job CEO CityVest.com Real Estate Crowdfunding
Industry Real Estate
Experience
CityVest.com April 2014 - Present
Bristol Investment Group, Inc. 1990 - Present
Lexus Capital April 2013 - December 2014
Paragon Capital LP September 2005 - September 2013
Bear, Stearns & Company 1988 - 1990
Lehman Brothers 1984 - 1988
Skills
Real Estate, Commercial Real Estate, Real Estate Development, Real Estate Financing, Private Equity, Alternative Investments, Investments, Venture Capital, Hedge Funds, Mergers & Acquisitions, Investment Banking, Due Diligence, Private Placements, Portfolio Management, Corporate Finance, Corporate Development, Investment Advisory, Structured Finance, Asset Management, Investment Management, Finance, Equities
Education
Duke University - The Fuqua School of Business 1979 — 1981
MBA, Investment Management
Tufts University 1975 — 1979
BA, Economics
Deerfield Academy 1971 — 1975
H.S. Diploma
CityVest.com April 2014 - Present
Bristol Investment Group, Inc. 1990 - Present
Lexus Capital April 2013 - December 2014
Paragon Capital LP September 2005 - September 2013
Bear, Stearns & Company 1988 - 1990
Lehman Brothers 1984 - 1988
Skills
Real Estate, Commercial Real Estate, Real Estate Development, Real Estate Financing, Private Equity, Alternative Investments, Investments, Venture Capital, Hedge Funds, Mergers & Acquisitions, Investment Banking, Due Diligence, Private Placements, Portfolio Management, Corporate Finance, Corporate Development, Investment Advisory, Structured Finance, Asset Management, Investment Management, Finance, Equities
Education
Duke University - The Fuqua School of Business 1979 — 1981
MBA, Investment Management
Tufts University 1975 — 1979
BA, Economics
Deerfield Academy 1971 — 1975
H.S. Diploma
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
Jagdish Chhabria's Bear Stearns & Company Experience February 2005 - December 2007
Job Senior Business Analyst (Risk Management / Regulatory Capital / ALM)
Industry Capital Markets
Experience
Morgan Stanley November 2011 - Present
IBM January 2008 - November 2011
Bear Stearns & Company February 2005 - December 2007
Morgan Stanley June 2004 - January 2005
Calypso Technology January 2003 - September 2003
ICICI Bank May 1994 - December 2001
Skills
Business Analysis, Risk Management, Project Portfolio..., Derivatives, Fixed Income, Market Risk, FX Options, Credit Derivatives, Capital Markets, Middle Office, Swaps, Equity Derivatives, Hedge Funds, Back Office, Financial Services, Calypso, Valuation, Settlement
Education
University of California, Berkeley 2002 — 2002
Diploma in Computer Information Systems
GARP Certified FRM. 1999 — 1999
FRM
XLRI Jamshedpur 1992 — 1994
MBA
Morgan Stanley November 2011 - Present
IBM January 2008 - November 2011
Bear Stearns & Company February 2005 - December 2007
Morgan Stanley June 2004 - January 2005
Calypso Technology January 2003 - September 2003
ICICI Bank May 1994 - December 2001
Skills
Business Analysis, Risk Management, Project Portfolio..., Derivatives, Fixed Income, Market Risk, FX Options, Credit Derivatives, Capital Markets, Middle Office, Swaps, Equity Derivatives, Hedge Funds, Back Office, Financial Services, Calypso, Valuation, Settlement
Education
University of California, Berkeley 2002 — 2002
Diploma in Computer Information Systems
GARP Certified FRM. 1999 — 1999
FRM
XLRI Jamshedpur 1992 — 1994
MBA
Ro Astarita's Bear Stearns & Company Experience January 1985 - January 1987
Job Private Banking Credit Suisse
Industry Financial Services
Experience
Credit Suisse September 2004 - Present
Company January 1989 - January 2004
Data Exchange, Inc January 1987 - January 1989
Bear Stearns & Company January 1985 - January 1987
Josephthal & Company January 1983 - January 1985
Skills
CRM, Management, Portfolio Management, Project Management, Financial Services, Fixed Income, Trading, Leadership, Training, Equities, Business Analysis, Risk Management, Strategy, Banking, Investment Banking
Education
Hunter College Graduate School Elementary 1993 — 1996
Early Childhood Education and Teaching
University of Maryland College Park 1980 — 1983
BA, Economics
Credit Suisse September 2004 - Present
Company January 1989 - January 2004
Data Exchange, Inc January 1987 - January 1989
Bear Stearns & Company January 1985 - January 1987
Josephthal & Company January 1983 - January 1985
Skills
CRM, Management, Portfolio Management, Project Management, Financial Services, Fixed Income, Trading, Leadership, Training, Equities, Business Analysis, Risk Management, Strategy, Banking, Investment Banking
Education
Hunter College Graduate School Elementary 1993 — 1996
Early Childhood Education and Teaching
University of Maryland College Park 1980 — 1983
BA, Economics
Daniel Grombacher's Bear Stearns & Company Experience 1984 - 1988
Job Senior Director, Financial Research and Product Development at CME Group
Industry Financial Services
Experience
CME Group April 2012 - Present
CME Group July 2007 - April 2012
Chicago Board of Trade 1990 - 2007
Bellweather Trading Group 1988 - 1990
Bear, Stearns & Company 1984 - 1988
Education
Northwestern University - Kellogg School of Management 1985 — 1988
MBA, Finance and Marketing
Northwestern University 1980 — 1984
BA, Economics and Mathematics
Loyola Academy 1976 — 1980
St. Norbert School 1968 — 1976
CME Group April 2012 - Present
CME Group July 2007 - April 2012
Chicago Board of Trade 1990 - 2007
Bellweather Trading Group 1988 - 1990
Bear, Stearns & Company 1984 - 1988
Education
Northwestern University - Kellogg School of Management 1985 — 1988
MBA, Finance and Marketing
Northwestern University 1980 — 1984
BA, Economics and Mathematics
Loyola Academy 1976 — 1980
St. Norbert School 1968 — 1976
Robert Janis's Bear Stearns & Company Experience 1980 - 1983
Job Founder at Chester Drive Capital Management
Industry Investment Management
Experience
Chester Drive Capital Management 2010 - Present
Deutsche Asset Management 2004 - 2009
Credit Suisse and Warburg Pincus Asset Management 1994 - 2004
U.S. Trust Company of New York 1985 - 1994
Chase Manhattan Bank 1984 - 1984
Bear Stearns & Company 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania 1976 — 1980
BA, Economics
Chester Drive Capital Management 2010 - Present
Deutsche Asset Management 2004 - 2009
Credit Suisse and Warburg Pincus Asset Management 1994 - 2004
U.S. Trust Company of New York 1985 - 1994
Chase Manhattan Bank 1984 - 1984
Bear Stearns & Company 1980 - 1983
Education
University of Pennsylvania - The Wharton School 1983 — 1985
MBA, Finance
University of Pennsylvania 1976 — 1980
BA, Economics
Lisa Podesta's Bear Stearns & Company Experience October 1985 - December 2007
Job Financial Advisor at J.P. Morgan Securities
Industry Financial Services
Experience
J.P. Morgan Securities April 2014 - Present
Podesta & Co. October 2012 - April 2014
Fusion Analytics August 2012 - June 2013
Samuel A. Ramirez & Co., Inc. February 2011 - February 2012
Podesta & Company February 2009 - February 2011
Bear Stearns & Company October 1985 - December 2007
Skills
Trading, Series 7, Series 9, Series 10, Series 55, Series 63, Series 65, Investments, Equity Trading, Algorithms, Bloomberg, Options, Compliance
Education
University of California, Berkeley 1980 — 1984
Economics
J.P. Morgan Securities April 2014 - Present
Podesta & Co. October 2012 - April 2014
Fusion Analytics August 2012 - June 2013
Samuel A. Ramirez & Co., Inc. February 2011 - February 2012
Podesta & Company February 2009 - February 2011
Bear Stearns & Company October 1985 - December 2007
Skills
Trading, Series 7, Series 9, Series 10, Series 55, Series 63, Series 65, Investments, Equity Trading, Algorithms, Bloomberg, Options, Compliance
Education
University of California, Berkeley 1980 — 1984
Economics
Joseph Wesley's Bear Stearns & Company Experience June 1998 - June 2003
Job Chairman of the Board at Vesel Interactive
Industry Financial Services
Experience
Vesel Interactive December 2013 - Present
Vesel Interactive February 2012 - Present
Cantor Fitzgerald January 2012 - March 2013
BTIG, LLC May 2009 - January 2012
Banc of America June 2003 - May 2009
Bear, Stearns & Company June 1998 - June 2003
National Association of Securities Dealers 1997 - 1998
Pershing Trading Company, L.P. 1996 - 1997
Tuttle Securities 1995 - 1996
Skills
Capital Markets..., Global Regulatory..., Risk Arbitrage, PnL Management, Derivatives, Convertible Securities, Leadership Development, Project Coordination, Interpersonal..., Strategic Planning, Process Improvement, Back Office, SEC Compliance, Operational Risk, Relationship Management, Securities, Series 63, Series 7, Equities, Hedge Funds, Bloomberg, Trading, Spanish, Risk Management, Financial Markets, Market Data, Financial Services, Proprietary Trading, Options, Trading Systems, Prime Brokerage, Equity Trading, Strategy, Investments, AML, Capital Markets, SEC, FINRA, Electronic Trading, Asset Management, Fixed Income, Alternative Investments, Institutional, Institutional Sales, Market Structure, Trading System
Education
New York National Guard 1988 — 1997
Recipient of Air Force Achievement and Commendations Medals
State University of New York College at Geneseo 1991 — 1993
B.A., Psychology
Vesel Interactive December 2013 - Present
Vesel Interactive February 2012 - Present
Cantor Fitzgerald January 2012 - March 2013
BTIG, LLC May 2009 - January 2012
Banc of America June 2003 - May 2009
Bear, Stearns & Company June 1998 - June 2003
National Association of Securities Dealers 1997 - 1998
Pershing Trading Company, L.P. 1996 - 1997
Tuttle Securities 1995 - 1996
Skills
Capital Markets..., Global Regulatory..., Risk Arbitrage, PnL Management, Derivatives, Convertible Securities, Leadership Development, Project Coordination, Interpersonal..., Strategic Planning, Process Improvement, Back Office, SEC Compliance, Operational Risk, Relationship Management, Securities, Series 63, Series 7, Equities, Hedge Funds, Bloomberg, Trading, Spanish, Risk Management, Financial Markets, Market Data, Financial Services, Proprietary Trading, Options, Trading Systems, Prime Brokerage, Equity Trading, Strategy, Investments, AML, Capital Markets, SEC, FINRA, Electronic Trading, Asset Management, Fixed Income, Alternative Investments, Institutional, Institutional Sales, Market Structure, Trading System
Education
New York National Guard 1988 — 1997
Recipient of Air Force Achievement and Commendations Medals
State University of New York College at Geneseo 1991 — 1993
B.A., Psychology
David Ornstein's Bear Stearns & Company Experience July 1999 - August 2000
Job
Industry Financial Services
Experience
Barclays Investment Bank July 2004 - Present
Deutsche Bank December 2001 - May 2004
Plumb Design August 2000 - October 2001
Bear Stearns & Company July 1999 - August 2000
Bankers Trust 1994 - 1999
Skills
Research, Microsoft Word, Windows, PowerPoint, Microsoft Office, Outlook, Strategic Planning, Customer Service, English, Microsoft Excel, Risk Management, Valuation, Derivatives, Budgets, Equities, Portfolio Management, Photoshop, Capital Markets, Hedge Funds, Asset Management, Fixed Income, Leadership, Banking, Investment Banking, Access, HTML, Public Speaking
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA)
United States Naval Academy 1988 — 1992
Bachelor of Science (BS), English Language and Literature/Letters
Barclays Investment Bank July 2004 - Present
Deutsche Bank December 2001 - May 2004
Plumb Design August 2000 - October 2001
Bear Stearns & Company July 1999 - August 2000
Bankers Trust 1994 - 1999
Skills
Research, Microsoft Word, Windows, PowerPoint, Microsoft Office, Outlook, Strategic Planning, Customer Service, English, Microsoft Excel, Risk Management, Valuation, Derivatives, Budgets, Equities, Portfolio Management, Photoshop, Capital Markets, Hedge Funds, Asset Management, Fixed Income, Leadership, Banking, Investment Banking, Access, HTML, Public Speaking
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA)
United States Naval Academy 1988 — 1992
Bachelor of Science (BS), English Language and Literature/Letters
Carolee MacLellan's Bear Stearns & Company Experience May 1991 - August 1992
Job VP High Yield Analyst at Eaton Vance
Industry Investment Management
Experience
Eaton Vance April 1999 - Present
John Hancock May 1998 - April 1999
Scotia Capital Markets (USA) April 1996 - May 1998
Scotiabank (Chicago) July 1994 - April 1996
Bear, Stearns & Company May 1991 - August 1992
The Dun & Bradstreet Corporation July 1989 - May 1991
Education
Colgate University
BA, May 1989, Economics
Columbia Business School
MBA, May 1994, Finance
Eaton Vance April 1999 - Present
John Hancock May 1998 - April 1999
Scotia Capital Markets (USA) April 1996 - May 1998
Scotiabank (Chicago) July 1994 - April 1996
Bear, Stearns & Company May 1991 - August 1992
The Dun & Bradstreet Corporation July 1989 - May 1991
Education
Colgate University
BA, May 1989, Economics
Columbia Business School
MBA, May 1994, Finance
Pamela Concannon's Bear Stearns & Company Experience September 2004 - June 2008
Job Vice President at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan June 2008 - Present
Bear Stearns & Company September 2004 - June 2008
Education
University of North Carolina at Wilmington 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
J.P. Morgan June 2008 - Present
Bear Stearns & Company September 2004 - June 2008
Education
University of North Carolina at Wilmington 2000 — 2004
Bachelor of Business Administration (B.B.A.), Finance, General
Michael Luisi's Bear Stearns & Company Experience August 1985 - September 1990
Job HSBC
Industry Financial Services
Experience
HSBC December 2007 - Present
BNY Mellon 1991 - 2007
Bear Stearns & Company August 1985 - September 1990
Education
University of Phoenix
HSBC December 2007 - Present
BNY Mellon 1991 - 2007
Bear Stearns & Company August 1985 - September 1990
Education
University of Phoenix
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS