Bear Stearns Investment Bank
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Bear Stearns Investment Bank Employees
Tiger Bay Advisors, LLC October 2014 - Present
Sanford C. Bernstein 2012 - 2013
Jefferies & Company 2006 - 2012
Société Générale 2005 - February 2006
Bank of America Merrill Lynch 1998 - 2005
Bear Stearns Investment Bank 1997 - 1998
Bankers Trust 1994 - 1997
Kidder Peabody 1992 - 1994
Skills
Equities, Trading, Hedge Funds, Capital Markets, Securities, Derivatives, Fixed Income, Series 7, Electronic Trading, Financial Services, Structured Products, Equity Trading, Bloomberg, Alternative Investments, Options, Investment Banking
Education
Columbia University in the City of New York 1988 — 1992
Bachelor of Arts (B.A.), Economics
University of Notre Dame June 2014 - Present
University of Notre Dame August 2013 - June 2014
Ireland US Council October 2011 - June 2014
Fulbright Commission Ireland July 2012 - May 2014
RPS Group September 2007 - July 2012
Bear Stearns Investment Bank June 2006 - August 2007
St. Andrew's College Dublin January 2006 - May 2006
Trinity College Dublin November 2004 - October 2005
University of Notre Dame August 1999 - June 2003
Eagle Eye Institute May 2001 - August 2001
Skills
Stakeholder Engagement, Social Media, Media Relations, Sustainability, Environmental Education, Public Relations, Energy, Climate Change, Transportation, Environmental Policy, Event Management, Workshop Facilitation, Editing, International Education, International Relations, Strategic Communications, Environmental Awareness, Government, Higher Education, Conflict Resolution, Public Affairs, Curriculum Development, French, Writing, Mediation, Sustainable Development, Research, Project Management, Report Writing, Event Planning, Corporate Social..., Community Development, Environmental Science, Project Planning, Proposal Writing, Policy, Policy Analysis
Education
Trinity College Dublin 2003 — 2004
M.Sc., Environmental Science
University of Notre Dame 1999 — 2003
BA, Political Science, Peace Studies
University College Dublin 2002 — 2002
Political Science, Sociology
Tufts University 2001 — 2001
River Institute Environmental Leadership Program
European Institute of Communications 2012 — 2012
Higher Certificate, Public Relations
Homewood-Flossmoor Community High School 1995 — 1999
First American Title October 2012 - Present
SCGI Consulting Group February 2011 - October 2012
RES.NET April 2009 - February 2011
Ceridian April 2008 - March 2009
Bear Stearns Investment Bank September 2007 - April 2008
Peoples Choice Financial Corporation February 2005 - May 2007
American Business Financial Services March 2004 - February 2005
Washington Mutual Bank FSB October 1999 - March 2004
New Century Financial Corporation April 1996 - October 1999
Quality Mortgage 1993 - 1995
Skills
Business Analysis, Process Improvement, Business Process, Vendor Management, Software Development, Management, Project Management, Requirements Analysis, Leadership, Product Management, Solution Architecture, Consulting, SDLC, Software Project..., Program Management, Quality Assurance, Project Portfolio..., SharePoint, Project Planning, Scrum, .NET, IT Strategy, Mobile Applications, Mobile Technology, Mobile Application..., PMO, Business Requirements, Agile Project Management, Business Process..., Business Intelligence, Mobile Content..., Mobile Design, User Interface Design, Project Delivery, Network Security, Security Audits, Databases, Release Management, IT Operations, Sales Process
Education
Azusa Pacific University 2007 — 2009
BS, Organizational Leadership
GoldenWest College 1992 — 1994
Associates, Business
J.P. Morgan 1989 - Present
Bear Stearns Investment Bank 1989 - 2005
Bear Stearns Investment Bank 1989 - 2005
Bear Stearns Investment Bank 1989 - 2005
Education
University of California, Los Angeles
BA, Economics
Capital Accounting Advisory and Research, LLC January 2015 - Present
Standard & Poor's 2005 - January 2015
JPMorgan Chase 2000 - 2005
ING 1998 - 2000
Bear Stearns Investment Bank 1996 - 1998
Deutsche Bank 1989 - 1995
KPMG US 1985 - 1989
Skills
Certified Public..., Certified Standard &..., Certified Six Sigma..., CPA, Six Sigma, Financial Modeling, Accounting, Financial Services, Finance, Analysis, Hedge Funds, Financial Analysis, Valuation, Auditing, Management, Forecasting, Fixed Income, Capital Markets, Equities, Corporate Finance
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Management / Finance
Pace University - Lubin School of Business 1982 — 1985
BBA, Public Accounting
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
Federal Reserve Bank of Chicago April 2010 - Present
Old St. Mary's Church January 2012 - Present
Chicago Symphony Orchestra September 2008 - Present
Grant Park Orchestra June 2011 - Present
RR Donnelley 2010 - 2010
Williams Lea August 2009 - November 2009
JPMorgan Chase June 2008 - May 2009
Bear Stearns January 2007 - June 2008
Bear Stearns Investment Bank September 2002 - January 2007
Bear Stearns August 2000 - September 2002
Skills
Flow Charts, Data Interpretation, Word, Excel, PowerPoint, Microsoft Office, Production, Photoshop, Problem Solving, Customer Relations, Adobe Creative Suite, Team Building, Teaching, Analysis, Music, Illustrator, Event Management, Event Planning, Documentation, Quality Assurance, Spanish, Outlook, Windows, Singing, Data Analysis, Visio, Microsoft Excel, Microsoft Word, Classical, Oratorio, Leadership, Management, Project Management, Social Networking, Opera, Software Documentation, Music Theory, Musical Theatre, Voice Lessons
Education
Indiana University Bloomington 1987 — 1991
MM, Music
University of Miami 1983 — 1987
BM, Music
Royal Bank of Scotland December 2012 - Present
Royal Bank of Scotland December 2010 - December 2012
JPMorgan Chase June 2008 - December 2009
Bear Stearns Investment Bank August 2002 - June 2008
John Deere June 2001 - August 2001
Republic National Bank (now HSBC) 1998 - 2000
Sumitomo Bank Capital Markets (SMBC Capital Markets, Inc.) 1994 - 1998
Skills
Risk Management, Financial Analysis, Portfolio Management, Strategic Planning, Financial Risk, Banking, Training, Capital Markets, Project Management, Fixed Income, Regulations, Credit Risk, Credit, Management, Analysis, Business Strategy, Forecasting, Governance, Leadership, Investment Banking, Budgets, Finance, Financial Services
Education
Columbia University - Columbia Business School 2000 — 2002
MBA
City University of New York-Hunter College
BA
Looking for an exciting new job opportunity 2015 - 2015
Captivate Network January 2008 - September 2008
Westwood One November 1995 - February 2004
Bear Stearns Investment Bank 1994 - 1995
Dean Witter Reynolds Inc. 1992 - 1993
Skills
Sales Management, Advertising Sales, Revenue Enhancement, Strategic Partnerships, Digital Media, Client Relations, Team Building, New Media, Integrated Marketing, Broadcast, Financial Analysis, Relationship Building, Media Planning, Radio Advertising, Marketing, Marketing Strategy, Social Media, Digital Strategy, Radio, Media Buying, Digital Marketing, Online Advertising, Advertising, Sales, Strategy, Team Leadership
Education
Saint John's University
MBA, Finance
St. John's University
Bachelor of Science (BS), Finance and Financial Management Services
Second Wind November 2011 - Present
Jefferies & Co June 2007 - December 2008
RBS Capital Markets January 2000 - June 2007
Deutsche Bank Securities 1995 - 2000
Deutsche Bank, NY August 1995 - December 1999
Bear Stearns Investment Bank January 1990 - July 1995
American Savings Bank June 1988 - January 1990
Financial Corp. of America, American Savings May 1983 - June 1988
Skills
Senior Banker, Mortgage..., Negotiation, Project Management, Customer Service, Editing, Microsoft Office, Microsoft Excel, Integration, Troubleshooting, Sales, Photoshop, Public Speaking
Education
Middle Tennessee State University 1969 — 1971
Bachelor's Degree, Aeronautical Administration
Miami Dade Junior College 1965 — 1967
Associate of Arts and Sciences (AAS), Aviation Administration
RELIABLE PAYROLL September 2015 - Present
ADP February 2006 - August 2015
Bear Stearns Investment Bank January 2001 - February 2006
Skills
PEO, Salesforce.com, Sales Presentations, Customer Retention, Cold Calling, ADP Payroll, Sales, Benefits Administration, Sales Operations, Payroll, BPO, HRIS, Miller Heiman, Employee Relations, Management, Direct Sales, HRO, Account Management, Sales Process, Human Resources, Workforce Management, Selling, Employee Benefits
Education
Manhattan College 1997 — 2001
Bachelors in Business Mgmt, Business
Kaiser Permanente June 2014 - Present
Kaiser Permanente Center for Health Research June 2011 - June 2014
Orthopaedic Institute for Children June 2006 - June 2007
Japan Exchange and Teaching Program(me) (JET) June 2002 - June 2004
Bear Stearns Investment Bank June 2001 - October 2001
Skills
Healthcare, Public Health, Strategic Planning, Medical Education, Medicine, Teaching, Microsoft Excel
Education
Loyola University Chicago Stritch School of Medicine 2007 — 2011
Doctor of Medicine (M.D.), Medicine
University of Southern California 2004 — 2006
Postbaccalaureate Premedical, Pre-Medicine/Pre-Medical Studies
University of California, Los Angeles 1996 — 2001
Bachelor of Arts (B.A.), Economics
Beijing Normal University 1998 — 1998
Semester Abroad, Chinese Language and Literature
Tsinghua University 1998 — 1998
Summer Language Immersion, Chinese Language and Literature
Bear Stearns Investment Bank 2007 - Present
Skills
Databases, Microsoft SQL Server, Database Administration, Red Hat Linux, SQL, Unix, Windows, Oracle, Business Intelligence, Troubleshooting, System Administration, Leadership, Customer Service, Visio, Windows Server, Virtualization, Vendor Management
Education
Morehead State University 1977 — 1981
Bachelor of Science (BS), Data Processing
J.P. Morgan June 2006 - Present
Bear Stearns Investment Bank 2000 - 2006
Bear Stearns Investment Bank 1983 - 1999
Skills
Management, Investments, Risk Management, Business Analysis, Equities, Financial Services, Hedge Funds, Securities, Trading, Options, Series 7, Trading Systems, Electronic Trading
Education
St. Francis University 1979 — 1983
Bachelor of Science (BS), Economics
Schiller International University Heidelberg Campus
Business/Commerce, General
SourceMedia July 2015 - Present
LinkedIn April 2012 - July 2015
Positive Promotions 2010 - 2012
VEVO July 2009 - April 2010
Universal Music Group November 2008 - July 2009
Merrill Lynch January 2008 - September 2008
Bear Stearns Investment Bank August 2006 - November 2007
Businessweek Online, McGraw-Hill March 2000 - July 2006
StarMedia April 1999 - March 2000
Skills
Online Advertising, Online Marketing, Advertising Operations, Ad Serving, E-commerce, Digital Media, Web Analytics, Mobile Advertising, Web Marketing, Salesforce.com, Ad Networks, Analytics, Advertising, Google Analytics, Digital Marketing, Social Media, Campaign Management, Digital Strategy, DoubleClick, SEM, Omniture, Behavioral Targeting, Sales Operations, Campaign Optimization, Monetization, Account Management, PPC, Mobile Marketing, Display Advertising, Video Advertising, Rich Media, Online Video, Email Marketing, Digital Video, Vendor Relations, Google Adwords, DFP, Interactive Marketing, media planning, Mobile Devices, Social Media Marketing, Marketing, Management
Education
State University of New York College at Geneseo
Bachelor of Arts (B.A.)
American Ballet Theatre June 2005 - Present
Havens advisors January 1995 - Present
Bear Stearns Investment Bank January 1992 - January 1995
Bear Stearns Investment Bank January 1985 - January 1992
Skills
Strategic Planning, Management, Customer Service, Leadership, Sales, Project Management, Microsoft Office, Marketing, Business Strategy, Team Building
Education
Harvard Business School 1970 — 1972
Master of Business Administration (M.B.A.)
Cornell University 1963 — 1967
Bachelor of Applied Science (BASc), Physics
The Ashton Construction Co August 2015 - Present
Better Business Bureau January 2012 - August 2015
Ace Asphalt of the Southwest October 2006 - January 2012
Platnium Management January 2003 - October 2006
KB Home June 2002 - December 2002
Bear Stearns Investment Bank April 1998 - June 2001
Skills
Fundraising, Event Planning, Community Outreach, Customer Service, Microsoft Office, Management, Marketing, Public Speaking, Time Management, Strategic Planning, Public Relations, Nonprofits, Accounts Payable, Accounts Receivable, Payroll, Expense Reports, Notary Public, Training, Leadership, Team Building, Budgets
Education
Maricopa Community Colleges 1986 — 1986
Business Administration and Management, General
Tempe High School 1983 — 1986
High School, Business Administration and Management, General
IntraLinks December 2011 - Present
Intralinks June 2009 - January 2011
Intralinks June 2006 - June 2009
Bear Stearns Investment Bank 1997 - 2006
Bear Stearns 1996 - 2006
Todo con Nada 2003 - 2004
Todo con Nada 2003 - 2004
Todo con Nada 2003 - 2004
Todo con Nada 2003 - 2004
Todo con Nada 2003 - 2004
Skills
SaaS, CRM, Product Management, Enterprise Software, Vendor Management, Business Development, Salesforce.com, Business Analysis, Account Management, Management, E-commerce, Cloud Computing, Project Management
Education
Emerson College 1989 — 1994
Master of Fine Arts, Creative Writing
Messiah College 1983 — 1986
Bachelor of Arts, Radio, Television and Film Production
Simply Crepes, LLC August 2009 - Present
JP Morgan August 2008 - August 2009
Bear Stearns Investment Bank November 2006 - August 2008
Simply Crepes, LLC May 2003 - November 2006
Skills
Trading, Fixed Income, Customer Service, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Event Management, Operations Management, Sales Management, Restaurants, Food & Beverage, Sales, Event Planning, Management, Business Development, Social Media, Social Networking
Education
St. John Fisher College 2004 — 2006
BS, Business Management
Monroe Community College 2003 — 2004
Hospitality Administration/Management
The University of Connecticut School of Business 2002 — 2003
Business Administration and Management, General
Pittsford Sutherland High School 1998 — 2002
High School Regents Diploma
Nishimachi International School 1995 — 1998
Harris Hill Elementary 1989 — 1995
JPMorgan Chase June 2008 - May 2013
Bear Stearns Investment Bank September 2006 - February 2008
Skills
Hedge Funds, Business Development, Applicant Tracking..., Private Equity, Recruiting, AML, Securities, KYC, Financial Services, OFAC, Series 7, Capital Markets, FINRA, Anti Money Laundering, USA PATRIOT Act, Risk Management, Fixed Income, Financial Risk, Equities, Asset Management
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BS)
Spaceworks Real Estate May 1996 - Present
Gibraltar Develoment LLC February 1994 - March 1996
Corcoran Group Real Estate May 1993 - January 1994
Douglas Elliman Real Estate September 1991 - October 1992
Savills Studley April 1989 - June 1991
Harper-Lawrence June 1987 - October 1989
Koslow Nadler August 1986 - March 1989
Bear Stearns Investment Bank May 1984 - June 1986
Skills
Investments, Brokerage, Commercial Real Estate, Real Estate, Start-ups, Rentals, Real Estate Development, Entrepreneurship, Property Management, Real Estate Economics, Real Estate Transactions, Sales
Education
New York University 1979 — 1984
Bachelor’s Degree
Bronx High School Of Science 1974 — 1978
High School
Morgan Stanley January 2015 - Present
Morgan Stanley January 2011 - Present
Morgan Stanley May 2010 - December 2010
EY October 2005 - May 2010
UHY LLP November 2004 - October 2005
Bear Stearns Investment Bank November 2003 - November 2004
PwC October 2001 - November 2003
Skills
Accounting, Capital Markets, Due Diligence, Financial Analysis, Tax, Tax Accounting, Corporate Tax, Financial Reporting, Income Tax, SEC Filings, Internal Controls, US GAAP, Auditing, Finance, Financial Modeling, Financial Accounting, Sarbanes-Oxley Act, Corporate Finance, Tax Advisory, Microsoft Excel, Management, Tax Compliance, Tax Preparation, Risk Management, Investments, Financial Statements, Microsoft Office
Education
State University of New York at Albany
Bachelor's Degree, Accounting and Finance
AIG May 2013 - Present
Bloomberg LP April 2009 - May 2013
J.P. Morgan May 2008 - April 2009
Bear Stearns Investment Bank May 2007 - May 2008
Pfizer August 2001 - May 2007
Pfizer 2001 - 2006
SCIREX Corporation June 1997 - August 2001
Skills
Derivatives, Portfolio Management, Financial Modeling, Capital Markets, Financial Services, Valuation, Bloomberg, SAS
Education
University of Illinois at Chicago 1992 — 1998
Doctor of Philosophy (Ph.D.), Generalized Linear and Non-linear Mixed-Effects Models, Generalized Estimating Equations (GEE)
Xi'an Jiaotong University 1989 — 1992
Master's degree, Set-Valued Stochastic Processes
Shaanxi Normal University 1983 — 1987
Bachelor's degree, Mathematics
Bridg-it June 2013 - Present
SES Partners 2006 - 2011
Exis Capital 2002 - 2006
Carlin Financial Group 2000 - 2002
Asset Alliance Corporation 1998 - 2000
Bear Stearns Investment Bank 1997 - 1998
Deloitte 1990 - 1995
Skills
Hedge Funds, Alternative Investments, Private Equity, Investments, Valuation, Asset Management
Education
Columbia University - Columbia Business School 1995 — 1997
MBA in Finance, Finance, General
Penn State University 1985 — 1989
Bachelor of Business Administration (BBA), Accounting
Global Power Equipment Group July 2014 - Present
Darling Ingredients Inc. 2011 - 2014
Global Crossing December 2003 - October 2011
Travelport November 2006 - October 2009
Tennessee Valley Authority 2003 - 2006
Pacific Gas and Electric Company 1997 - 2000
Bear Stearns Investment Bank 1993 - 1996
Kidder Peabody November 1984 - 1993
Skills
Managerial Finance, Mergers, Restructuring, Private Equity, Strategic Financial..., Risk Management, Accounting, Investor Relations, IPO, Auditing, Capital Markets, Portfolio Management, Project Finance, Tax, Treasury, Joint Ventures, Financial Reporting, Finance, Venture Capital, Revenue Recognition, Corporate Finance, Start-ups, Financial Modeling, Business Valuation, Divestitures, Mergers & Acquisitions, Forecasting, Valuation, Cost Accounting, Business Planning, Strategy, Executive Management, Financial Analysis, Internal Audit, Cash Management, Financial Accounting, Acquisition Integration, M&A experience, Capital Budgeting, Corporate Governance, Management, Sarbanes-Oxley Act, SEC filings, Financial Planning, SEC Filings
Education
The University of Texas at Austin 1976 — 1978
MBA, Finance and Accounting
Tulane University 1970 — 1974
Bachelor's Degree, Physical and Biological Anthropology
Union Catholic HS
Citigroup August 2011 - Present
Morgan Stanley November 2008 - July 2011
Bear Stearns Investment Bank July 2005 - October 2008
Skills
Financial Analysis, Investments, Microsoft Excel, Risk Management, Financial Modeling, Finance, Management, Microsoft Office, Business Analysis, Portfolio Management
Education
Long Island University 2012 — 2014
Master of Public Administration (MPA), GPA 3.8
City University of New York-Herbert H. Lehman College 2001 — 2005
Bachelor of Arts (B.A.), Economics and Business Management, GPA 3.2
Bridgewater Associates 2013 - 2014
Morgan Stanley 2012 - 2013
Credit Suisse 2012 - 2012
North Shore-LIJ Health System July 2010 - November 2011
Nielsen 2008 - 2010
Bear Stearns Investment Bank 2007 - 2007
UBS 2005 - 2007
American Express 2005 - 2005
Chase 1997 - 2004
Chase Bank 2000 - 2001
Skills
Vendor Management, PMO, SDLC, Business Process..., Program Management, Management, Product Management, Strategy, Leadership, Team Building, Training, Software Documentation, Process Improvement, Project Management, Cross-functional Team..., Visio, Strategic Planning, Business Process, Project Planning, Microsoft Office, Six Sigma, Change Management, Access, Quality Assurance, Team Leadership, Team Management, Healthcare Information..., SharePoint, Software Project..., MS Project, Software Quality..., Quality Management, Product Development, Process Engineering, CMMI
Education
Fordham University
MBA, Marketing
SUNY Albany
Bachelor of Science (BS), Business Administration and Management, General