BT Wolfensohn
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BT Wolfensohn Employees
Employee
Years
Job
Industry
John P. Burns John P. Burns's BT Wolfensohn Experience May 1998 - February 2000
Job Information Technology and Services Consultant and Professional
Industry Information Technology and Services
Experience
8F Consulting October 2005 - Present
George Washington University August 2003 - July 2005
Princeton University February 2000 - November 2002
BT Wolfensohn May 1998 - February 2000
Rutgers University 1995 - 1998
Cantor Fitzgerald 1994 - 1995
Skills
Financial Analysis, Strategic Planning, Microsoft Excel, Strategy, Customer Service, Portfolio Management, Fixed Income, Management, Investment Banking, Financial Modeling, Project Management, Training, Finance, Budgets
Education
Rutgers University-New Brunswick 1994 — 1998
BS, Finance
New York Institute of Finance 1997 — 1997
N/A, Mergers & Acquisitions
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (M.B.A.), Finance
8F Consulting October 2005 - Present
George Washington University August 2003 - July 2005
Princeton University February 2000 - November 2002
BT Wolfensohn May 1998 - February 2000
Rutgers University 1995 - 1998
Cantor Fitzgerald 1994 - 1995
Skills
Financial Analysis, Strategic Planning, Microsoft Excel, Strategy, Customer Service, Portfolio Management, Fixed Income, Management, Investment Banking, Financial Modeling, Project Management, Training, Finance, Budgets
Education
Rutgers University-New Brunswick 1994 — 1998
BS, Finance
New York Institute of Finance 1997 — 1997
N/A, Mergers & Acquisitions
Rutgers, The State University of New Jersey - Rutgers Business School
Master of Business Administration (M.B.A.), Finance
Ida Liu 劉宏敏 Ida Liu 劉宏敏's BT Wolfensohn Experience 1998 - 1999
Job Managing Director at Citi Private Bank, World Economic Forum Young Global Leader, FT Top 100, Crains 40 Under 40
Industry Investment Management
Experience
Citi 2007 - Present
Vivienne Tam 2004 - 2007
Merrill Lynch 1999 - 2004
BT Wolfensohn 1998 - 1999
Skills
Investment Banking, Investments, Private Equity, Hedge Funds, Portfolio Management, Strategy, Valuation, Entrepreneurship, Financial Modeling, Due Diligence, Equities, Leadership, Mergers, Corporate Finance, Management, Mergers & Acquisitions, Emerging Markets, Finance, Venture Capital, Business Development, Financial Services, Asset Management, Fixed Income, Capital Markets, Bloomberg, Asset Allocation, Derivatives, Wealth Management, Trading, Risk Management, Securities, Series 7, Structured Finance
Education
University of Pennsylvania - The Wharton School
Merrill Lynch Wharton Executive Program, Business Administration and Management
Wellesley College
Bachelor of Arts (B.A.), Double Major in Psychology and Chinese Studies; Minor in Economics
Citi 2007 - Present
Vivienne Tam 2004 - 2007
Merrill Lynch 1999 - 2004
BT Wolfensohn 1998 - 1999
Skills
Investment Banking, Investments, Private Equity, Hedge Funds, Portfolio Management, Strategy, Valuation, Entrepreneurship, Financial Modeling, Due Diligence, Equities, Leadership, Mergers, Corporate Finance, Management, Mergers & Acquisitions, Emerging Markets, Finance, Venture Capital, Business Development, Financial Services, Asset Management, Fixed Income, Capital Markets, Bloomberg, Asset Allocation, Derivatives, Wealth Management, Trading, Risk Management, Securities, Series 7, Structured Finance
Education
University of Pennsylvania - The Wharton School
Merrill Lynch Wharton Executive Program, Business Administration and Management
Wellesley College
Bachelor of Arts (B.A.), Double Major in Psychology and Chinese Studies; Minor in Economics
Jessica Frankel Jessica Frankel's BT Wolfensohn Experience April 1988 - May 1998
Job Reference Librarian at Southold Free Library
Industry Information Services
Experience
Southold Free Library April 2012 - Present
John Jermain Memorial Library August 2009 - Present
Credit Suisse May 2002 - December 2008
Spencer Stuart May 1998 - May 2002
BT Wolfensohn April 1988 - May 1998
Skills
Knowledge Management, Grant Writing, Content Management, KPO, Research, Management, Analysis, Training, Information Management, Online Research, Factiva, Social Media, Proposal Writing, Library, Editing, Cataloging, Library Science, Collection Development, Strategy, Books, Information Retrieval, Databases, Metadata, Records Management, Taxonomy, Library Management, Competitive Intelligence, Information Literacy, Information Analysis, Digital Preservation, Special Libraries, Intranet, Law Librarianship, Knowledge Sharing, Document Management, Business Information, Enterprise Content..., Information Architecture
Education
Columbia University, School of Library Service 1979 — 1980
MS, Library Science
State University of New York College at Oneonta 1972 — 1976
BA, Dual Major - Secondary Education/English and Literature
Southold Free Library April 2012 - Present
John Jermain Memorial Library August 2009 - Present
Credit Suisse May 2002 - December 2008
Spencer Stuart May 1998 - May 2002
BT Wolfensohn April 1988 - May 1998
Skills
Knowledge Management, Grant Writing, Content Management, KPO, Research, Management, Analysis, Training, Information Management, Online Research, Factiva, Social Media, Proposal Writing, Library, Editing, Cataloging, Library Science, Collection Development, Strategy, Books, Information Retrieval, Databases, Metadata, Records Management, Taxonomy, Library Management, Competitive Intelligence, Information Literacy, Information Analysis, Digital Preservation, Special Libraries, Intranet, Law Librarianship, Knowledge Sharing, Document Management, Business Information, Enterprise Content..., Information Architecture
Education
Columbia University, School of Library Service 1979 — 1980
MS, Library Science
State University of New York College at Oneonta 1972 — 1976
BA, Dual Major - Secondary Education/English and Literature
Howard Sanders Howard Sanders's BT Wolfensohn Experience 1996 - 2000
Job Investment Manager
Industry Investment Management
Experience
Auldbrass Partners September 2011 - Present
Columbia Business School September 2011 - Present
Citi Holdings Alternatives September 2009 - September 2011
Citigroup Global Pension Investments March 2005 - September 2009
BT Wolfensohn 1996 - 2000
BT Wolfensohn 1996 - 2000
BT Wolfensohn 1996 - 2000
BT Wolfensohn 1996 - 2000
BT Wolfensohn 1996 - 2000
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Asset Managment, Equities, Portfolio Management, Valuation, Venture Capital, Financial Modeling, Due Diligence, Investment Management, Asset Allocation, Fixed Income, Investment Banking, Capital Markets, Investment Strategies, Mergers, Corporate Finance, Financial Analysis
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA), Finance and Strategy
University of Pennsylvania - The Wharton School 1984 — 1988
Bachelor of Science (B.S.), finance and entrepreneurship
Gonzaga College High School
Gonzaga College High School
Auldbrass Partners September 2011 - Present
Columbia Business School September 2011 - Present
Citi Holdings Alternatives September 2009 - September 2011
Citigroup Global Pension Investments March 2005 - September 2009
BT Wolfensohn 1996 - 2000
BT Wolfensohn 1996 - 2000
BT Wolfensohn 1996 - 2000
BT Wolfensohn 1996 - 2000
BT Wolfensohn 1996 - 2000
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Asset Managment, Equities, Portfolio Management, Valuation, Venture Capital, Financial Modeling, Due Diligence, Investment Management, Asset Allocation, Fixed Income, Investment Banking, Capital Markets, Investment Strategies, Mergers, Corporate Finance, Financial Analysis
Education
Harvard Business School 1993 — 1995
Master of Business Administration (MBA), Finance and Strategy
University of Pennsylvania - The Wharton School 1984 — 1988
Bachelor of Science (B.S.), finance and entrepreneurship
Gonzaga College High School
Gonzaga College High School
Cathy Matero's BT Wolfensohn Experience 1992 - 1996
Job Ops Chief/Dir. Marketing at David Matero Architecture
Industry Architecture & Planning
Experience
David Matero Architecture April 2008 - Present
Maine Maritime Museum July 2001 - August 2003
McKinsey & Co. January 1997 - May 2001
BT Wolfensohn 1992 - 1996
Dreyfus Corp 1989 - 1993
The Commercial Appeal 1987 - 1989
Skills
Research
Education
University of Alabama 1986 — 1987
M.L.S., Library Service
Morse High School
David Matero Architecture April 2008 - Present
Maine Maritime Museum July 2001 - August 2003
McKinsey & Co. January 1997 - May 2001
BT Wolfensohn 1992 - 1996
Dreyfus Corp 1989 - 1993
The Commercial Appeal 1987 - 1989
Skills
Research
Education
University of Alabama 1986 — 1987
M.L.S., Library Service
Morse High School
Jared Levin's BT Wolfensohn Experience 1998 - 2000
Job Senior Portfolio Manager at A R Schmeidler & Co.
Industry Investment Management
Experience
A R Schmeidler & Co. 2008 - Present
Perella Weinberg Partners 2007 - 2008
Highbridge Capital Management 2006 - 2007
Stonebrook Fund Management 2004 - 2006
Lazard 2000 - 2004
BT Wolfensohn 1998 - 2000
Skills
Investments, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Valuation, Financial Modeling, Equities, Private Equity, Capital Markets, Asset Management
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Columbia Law School 1994 — 1998
JD, Corporate Law
University of Michigan 1990 — 1994
BA, Psychology
A R Schmeidler & Co. 2008 - Present
Perella Weinberg Partners 2007 - 2008
Highbridge Capital Management 2006 - 2007
Stonebrook Fund Management 2004 - 2006
Lazard 2000 - 2004
BT Wolfensohn 1998 - 2000
Skills
Investments, Portfolio Management, Mergers & Acquisitions, Hedge Funds, Valuation, Financial Modeling, Equities, Private Equity, Capital Markets, Asset Management
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Columbia Law School 1994 — 1998
JD, Corporate Law
University of Michigan 1990 — 1994
BA, Psychology
Nicholas Morello's BT Wolfensohn Experience July 1995 - July 1997
Job Financial Services Professional
Industry Financial Services
Experience
Plainfield Asset Management February 2005 - December 2009
Ramius Capital Group January 2003 - June 2004
RBC Capital Markets October 1999 - January 2003
Gleacher NatWest July 1997 - October 1999
BT Wolfensohn July 1995 - July 1997
Skills
Hedge Funds, Portfolio Management, High Yield, Private Equity, Valuation, Investment Banking, Equities, Fixed Income, Investments, Corporate Finance, Mergers & Acquisitions, Mergers, Capital Markets, Financial Modeling, Bloomberg, Special Situations, Securities, Alternative Investments, Asset Management, Fund Of Funds, Venture Capital, Due Diligence
Education
Georgetown University 1991 — 1995
BSBA
Fairfield Prep 1987 — 1991
Plainfield Asset Management February 2005 - December 2009
Ramius Capital Group January 2003 - June 2004
RBC Capital Markets October 1999 - January 2003
Gleacher NatWest July 1997 - October 1999
BT Wolfensohn July 1995 - July 1997
Skills
Hedge Funds, Portfolio Management, High Yield, Private Equity, Valuation, Investment Banking, Equities, Fixed Income, Investments, Corporate Finance, Mergers & Acquisitions, Mergers, Capital Markets, Financial Modeling, Bloomberg, Special Situations, Securities, Alternative Investments, Asset Management, Fund Of Funds, Venture Capital, Due Diligence
Education
Georgetown University 1991 — 1995
BSBA
Fairfield Prep 1987 — 1991
William Winterfeld's BT Wolfensohn Experience November 1994 - November 1996
Job Accounts Payable/Accounting Professional
Industry Accounting
Experience
Matthews International June 2009 - June 2011
The Renaissance Pittsburgh Hotel January 2008 - September 2008
Tom Brown, Inc. February 2003 - July 2007
Dell May 2002 - July 2002
Cummins Business Services April 2000 - February 2002
BT Services Tennessee Inc. November 1996 - June 1999
BT Wolfensohn November 1994 - November 1996
BSA Advertising, Inc. December 1992 - September 1994
Skills
Excel, Word, MS Office Suite, SAP, Great Plains Software, Windows Operating..., Internet Explorer, Oracle Financials, Mas 90
Education
Baruch College 1994 — 1996
Accounting
Baruch College 1989 — 1990
Accounting
Matthews International June 2009 - June 2011
The Renaissance Pittsburgh Hotel January 2008 - September 2008
Tom Brown, Inc. February 2003 - July 2007
Dell May 2002 - July 2002
Cummins Business Services April 2000 - February 2002
BT Services Tennessee Inc. November 1996 - June 1999
BT Wolfensohn November 1994 - November 1996
BSA Advertising, Inc. December 1992 - September 1994
Skills
Excel, Word, MS Office Suite, SAP, Great Plains Software, Windows Operating..., Internet Explorer, Oracle Financials, Mas 90
Education
Baruch College 1994 — 1996
Accounting
Baruch College 1989 — 1990
Accounting
Baris Barutcu's BT Wolfensohn Experience 1996 - 1998
Job Experienced finance professional
Industry Financial Services
Experience
Lighthouse International 2011 - 2011
New York Cares 2011 - 2011
Self-Employed January 2008 - December 2009
Milton Partners 2005 - 2007
Goldman Sachs 2001 - 2002
BT Alex. Brown 1998 - 1999
BT Wolfensohn 1996 - 1998
Skills
Financial Analysis, Valuation, Behavioral Science, Sustainable Investing, Capital Markets, Economics, Equity Research, Financial Modeling, Financial Management..., Mergers & Acquisitions, Equities, Corporate Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
B.S. in Economics
Robert Koleji 1985 — 1992
New York University 2012 — 2014
Continuing education, philanthropy, global climate change, clean tech
Columbia University in the City of New York 2003 — 2004
Continuing education, focus on international relations and behavioral science
London School of Economics and Political Science 1994 — 1995
General course, visiting student
Lighthouse International 2011 - 2011
New York Cares 2011 - 2011
Self-Employed January 2008 - December 2009
Milton Partners 2005 - 2007
Goldman Sachs 2001 - 2002
BT Alex. Brown 1998 - 1999
BT Wolfensohn 1996 - 1998
Skills
Financial Analysis, Valuation, Behavioral Science, Sustainable Investing, Capital Markets, Economics, Equity Research, Financial Modeling, Financial Management..., Mergers & Acquisitions, Equities, Corporate Finance
Education
Massachusetts Institute of Technology - Sloan School of Management 1999 — 2001
MBA
University of Pennsylvania - The Wharton School 1992 — 1996
B.S. in Economics
Robert Koleji 1985 — 1992
New York University 2012 — 2014
Continuing education, philanthropy, global climate change, clean tech
Columbia University in the City of New York 2003 — 2004
Continuing education, focus on international relations and behavioral science
London School of Economics and Political Science 1994 — 1995
General course, visiting student