Chase Securities Inc.
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Chase Securities Inc. Employees
Employee
Years
Job
Industry
Campbell Andersen Campbell Andersen's Chase Securities Inc. Experience 1997 - 2001
Job Managing Director at BNP Paribas
Industry Capital Markets
Experience
BNP Paribas March 2001 - Present
Chase Securities Inc. 1997 - 2001
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Derivatives, Equities, Hedge Funds, Valuation, Investments, Structured Products
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Investments and Securities, Finance and Real Estate
University of Massachusetts, Amherst
BA, Economics
BNP Paribas March 2001 - Present
Chase Securities Inc. 1997 - 2001
Skills
Capital Markets, Investment Banking, Fixed Income, Corporate Finance, Derivatives, Equities, Hedge Funds, Valuation, Investments, Structured Products
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Investments and Securities, Finance and Real Estate
University of Massachusetts, Amherst
BA, Economics
Frank Longobardi Frank Longobardi's Chase Securities Inc. Experience June 1997 - February 2000
Job Portfolio Manager and Senior Analyst
Industry Investment Management
Experience
Alcentra 2003 - Present
J.P. Morgan/Chase Securities Inc. March 2000 - October 2002
Chase Securities Inc. June 1997 - February 2000
The Chase Manhattan Bank March 1997 - June 1997
The Chase Manhattan Bank February 1996 - March 1997
The Chase Manhattan Bank August 1994 - February 1996
Skills
High Yield, Leveraged Finance, Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Credit Analysis, Bonds, Structured Finance, Investment Banking, CLO, Private Equity
Education
Fairfield University 1990 — 1994
BS, Finance with Economics Minor
Alcentra 2003 - Present
J.P. Morgan/Chase Securities Inc. March 2000 - October 2002
Chase Securities Inc. June 1997 - February 2000
The Chase Manhattan Bank March 1997 - June 1997
The Chase Manhattan Bank February 1996 - March 1997
The Chase Manhattan Bank August 1994 - February 1996
Skills
High Yield, Leveraged Finance, Hedge Funds, Capital Markets, Alternative Investments, Fixed Income, Credit Analysis, Bonds, Structured Finance, Investment Banking, CLO, Private Equity
Education
Fairfield University 1990 — 1994
BS, Finance with Economics Minor
Chris Schin Chris Schin's Chase Securities Inc. Experience 1993 - 1996
Job VP Product Management at CloudPhysics
Industry Information Technology and Services
Experience
CloudPhysics August 2015 - Present
Zetta.net January 2009 - Present
Symantec May 2006 - January 2009
Skip20 Consulting May 2005 - May 2006
Blue Titan Software May 2004 - June 2005
Intersperse, Inc. October 2001 - June 2004
LogicTier 2000 - 2001
ChipShot.com 1999 - 2000
Wells Fargo 1996 - 1997
Chase Securities, Inc. 1993 - 1996
Skills
SaaS, Enterprise Software, Product Management, Marketing, Cloud Computing, Virtualization, Product Marketing, Software Development, Start-ups, Storage, Go-to-market Strategy, Distributed Systems, Sales Enablement, Security, Business Development, Networking, Management, Leadership, Integration, Product Development, SDLC, Demand Generation, Strategic Partnerships, Business Alliances
Education
Haas School of Business, UC Berkeley 1997 — 1999
MBA, Marketing & Management
Dartmouth College 1988 — 1992
BA, Philosophy
CloudPhysics August 2015 - Present
Zetta.net January 2009 - Present
Symantec May 2006 - January 2009
Skip20 Consulting May 2005 - May 2006
Blue Titan Software May 2004 - June 2005
Intersperse, Inc. October 2001 - June 2004
LogicTier 2000 - 2001
ChipShot.com 1999 - 2000
Wells Fargo 1996 - 1997
Chase Securities, Inc. 1993 - 1996
Skills
SaaS, Enterprise Software, Product Management, Marketing, Cloud Computing, Virtualization, Product Marketing, Software Development, Start-ups, Storage, Go-to-market Strategy, Distributed Systems, Sales Enablement, Security, Business Development, Networking, Management, Leadership, Integration, Product Development, SDLC, Demand Generation, Strategic Partnerships, Business Alliances
Education
Haas School of Business, UC Berkeley 1997 — 1999
MBA, Marketing & Management
Dartmouth College 1988 — 1992
BA, Philosophy
Jim Hutter Jim Hutter's Chase Securities Inc. Experience 1998 - 2000
Job Chief Financial Officer at Harlem Children's Zone
Industry Venture Capital & Private Equity
Experience
Harlem Children's Zone June 2014 - Present
REACH Youth New England October 2012 - Present
George Washington Carver Community Center September 2012 - May 2014
JP Morgan Chase May 2007 - August 2012
JP Morgan Partners 2002 - 2005
The Chase Manhattan Bank June 1991 - February 2002
Chase Securities Inc 1998 - 2000
Price Waterhouse Coopers September 1979 - June 1991
Skills
Private Equity, Financial Services, Investment Management, Alternative Investments, Hedge Funds, Finance, Asset Management, Real Estate, Capital Markets, Equities, Financial Modeling, Financial Risk, Securities, Mergers & Acquisitions, Due Diligence, Valuation, Investments, Financial Analysis, Risk Management, Investment Banking, Corporate Finance, Derivatives, Operational Risk, Asset Managment, Portfolio Management, Bonds, Financial Markets, Cash Management, Banking, Fixed Income, Commodity, Venture Capital, Mutual Funds, Structured Finance, Emerging Markets, Funding, Financial Structuring, Corporate Development, Restructuring, Treasury Management, Wealth Management, FX Options, Relationship Management, Investor Relations, Executive Management, SEC filings, Strategic Financial..., Accounting, Not for Profits, Planning Budgeting &...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1978 — 1979
MBA, Accounting
Penn State University 1973 — 1977
BS, Biology
Harlem Children's Zone June 2014 - Present
REACH Youth New England October 2012 - Present
George Washington Carver Community Center September 2012 - May 2014
JP Morgan Chase May 2007 - August 2012
JP Morgan Partners 2002 - 2005
The Chase Manhattan Bank June 1991 - February 2002
Chase Securities Inc 1998 - 2000
Price Waterhouse Coopers September 1979 - June 1991
Skills
Private Equity, Financial Services, Investment Management, Alternative Investments, Hedge Funds, Finance, Asset Management, Real Estate, Capital Markets, Equities, Financial Modeling, Financial Risk, Securities, Mergers & Acquisitions, Due Diligence, Valuation, Investments, Financial Analysis, Risk Management, Investment Banking, Corporate Finance, Derivatives, Operational Risk, Asset Managment, Portfolio Management, Bonds, Financial Markets, Cash Management, Banking, Fixed Income, Commodity, Venture Capital, Mutual Funds, Structured Finance, Emerging Markets, Funding, Financial Structuring, Corporate Development, Restructuring, Treasury Management, Wealth Management, FX Options, Relationship Management, Investor Relations, Executive Management, SEC filings, Strategic Financial..., Accounting, Not for Profits, Planning Budgeting &...
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business 1978 — 1979
MBA, Accounting
Penn State University 1973 — 1977
BS, Biology
Henry (Hank) D'Alessandro Henry (Hank) D'Alessandro's Chase Securities Inc. Experience June 1992 - August 1997
Job
Industry Financial Services
Experience
Morgan Stanley September 1997 - Present
Chase Securities, Inc. June 1992 - August 1997
KMPG June 1985 - July 1990
Education
Cornell University 1990 — 1992
MBA, Finance
Seton Hall University 1981 — 1985
BS, Accounting
Morgan Stanley September 1997 - Present
Chase Securities, Inc. June 1992 - August 1997
KMPG June 1985 - July 1990
Education
Cornell University 1990 — 1992
MBA, Finance
Seton Hall University 1981 — 1985
BS, Accounting
Charles Sax Charles Sax's Chase Securities Inc. Experience July 1997 - October 2000
Job CFO, VP & Treasurer at Broadridge Business Process Outsourcing, LLC
Industry Financial Services
Experience
Broadridge Business Process Outsourcing, LLC January 2013 - Present
Ridge Clrg & Outsourcing Solutions, Inc. (f/k/a ADP Clrg & Outsrcng Svcs, Inc.), a sub of Broadridge October 2004 - December 2012
Quick & Reilly/Fleet Sec's, Inc.,Bk of America sub-acqrd frm FltBstn F'ncl Corp(sbsqntly ADP acqrd) October 2000 - October 2004
Chase Securities, Inc. July 1997 - October 2000
Goldstein Golub Kessler & Company, P.C. December 1996 - July 1997
Deutsche Morgan Grenfell Inc. February 1994 - December 1996
Mabon Securities Corporation December 1991 - February 1994
Dean Witter Reynolds, Inc. April 1989 - December 1991
Manufacturers Hanover Securities Corporation January 1987 - March 1989
Manufacturers Hanover Securities Corporation February 1985 - January 1987
Skills
Reporting & Analysis, Accounting, Regulatory Reporting, Securities, Financial Reporting, Cash Management, Insurance, Executive Management, Risk Management, Internal Audit, Financial Risk, Equities, Trading Systems, Strategic Financial..., Investments, Hedge Funds, Fixed Income, Due Diligence, FINRA, Financial Services, Finance, Trading, Banking, Financial Markets, Account Reconciliation, Auditing, Analysis, Middle Office, Credit, Financial Planning
Education
Pace University - Lubin School of Business 1985 — 1992
Master of Business Administration (M.B.A.), Finance, Overall GPA 3.43
Northeastern University 1975 — 1980
Bachelor's Degree, Accounting, Major GPA 3.50; Graduated With Honor
Herricks High School 1972 — 1975
High School Diploma, Liberal Arts
Broadridge Business Process Outsourcing, LLC January 2013 - Present
Ridge Clrg & Outsourcing Solutions, Inc. (f/k/a ADP Clrg & Outsrcng Svcs, Inc.), a sub of Broadridge October 2004 - December 2012
Quick & Reilly/Fleet Sec's, Inc.,Bk of America sub-acqrd frm FltBstn F'ncl Corp(sbsqntly ADP acqrd) October 2000 - October 2004
Chase Securities, Inc. July 1997 - October 2000
Goldstein Golub Kessler & Company, P.C. December 1996 - July 1997
Deutsche Morgan Grenfell Inc. February 1994 - December 1996
Mabon Securities Corporation December 1991 - February 1994
Dean Witter Reynolds, Inc. April 1989 - December 1991
Manufacturers Hanover Securities Corporation January 1987 - March 1989
Manufacturers Hanover Securities Corporation February 1985 - January 1987
Skills
Reporting & Analysis, Accounting, Regulatory Reporting, Securities, Financial Reporting, Cash Management, Insurance, Executive Management, Risk Management, Internal Audit, Financial Risk, Equities, Trading Systems, Strategic Financial..., Investments, Hedge Funds, Fixed Income, Due Diligence, FINRA, Financial Services, Finance, Trading, Banking, Financial Markets, Account Reconciliation, Auditing, Analysis, Middle Office, Credit, Financial Planning
Education
Pace University - Lubin School of Business 1985 — 1992
Master of Business Administration (M.B.A.), Finance, Overall GPA 3.43
Northeastern University 1975 — 1980
Bachelor's Degree, Accounting, Major GPA 3.50; Graduated With Honor
Herricks High School 1972 — 1975
High School Diploma, Liberal Arts
Joyce Frost Joyce Frost's Chase Securities Inc. Experience 1995 - 2001
Job Partner at Riverside Risk Advisors LLC
Industry Financial Services
Experience
Riverside Risk Advisors LLC September 2009 - Present
Bronx Charter School for Excellence March 2004 - Present
New York Cares 1989 - Present
Cournot Capital Inc. November 2006 - March 2009
Morgan Stanley November 2006 - March 2009
Chase Securities Inc. 1995 - 2001
Sumitomo Bank Capital Markets 1991 - 1995
Chase Securities Inc. 1989 - 1991
Northern Trust 1985 - 1989
Skills
Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Equities, Investment Banking, Structured Products, Derivatives, Asset Managment, Valuation, Structured Finance, Trading, Options, Bonds, Investments, Corporate Finance, Portfolio Management, Financial Structuring, Financial Modeling, Risk Management
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
Indiana University - Kelley School of Business 1981 — 1985
BS, Finance
Trinity School
William Fremd High School
William Fremd High School
William Fremd High School
Riverside Risk Advisors LLC September 2009 - Present
Bronx Charter School for Excellence March 2004 - Present
New York Cares 1989 - Present
Cournot Capital Inc. November 2006 - March 2009
Morgan Stanley November 2006 - March 2009
Chase Securities Inc. 1995 - 2001
Sumitomo Bank Capital Markets 1991 - 1995
Chase Securities Inc. 1989 - 1991
Northern Trust 1985 - 1989
Skills
Capital Markets, Fixed Income, Hedge Funds, Alternative Investments, Equities, Investment Banking, Structured Products, Derivatives, Asset Managment, Valuation, Structured Finance, Trading, Options, Bonds, Investments, Corporate Finance, Portfolio Management, Financial Structuring, Financial Modeling, Risk Management
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
Indiana University - Kelley School of Business 1981 — 1985
BS, Finance
Trinity School
William Fremd High School
William Fremd High School
William Fremd High School
Sam Glass Sam Glass's Chase Securities Inc. Experience 1999 - 2000
Job Cofounder & Partner at Artis Advisors LLC
Industry Real Estate
Experience
Artis Advisors LLC 2011 - Present
Kalorama Realty Capital (predecessor company to Artis Advisors) 2009 - 2011
Federal Capital Partners 2006 - 2009
JPMorgan Asset Management 2005 - 2005
The World Bank Group 2001 - 2004
Chase Securities, Inc. 1999 - 2000
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance, Real Estate
Yale University 1995 — 1999
BA
St. Albans School 1986 — 1995
Artis Advisors LLC 2011 - Present
Kalorama Realty Capital (predecessor company to Artis Advisors) 2009 - 2011
Federal Capital Partners 2006 - 2009
JPMorgan Asset Management 2005 - 2005
The World Bank Group 2001 - 2004
Chase Securities, Inc. 1999 - 2000
Education
Columbia University - Columbia Business School 2004 — 2006
MBA, Finance, Real Estate
Yale University 1995 — 1999
BA
St. Albans School 1986 — 1995
Frank Iacono Frank Iacono's Chase Securities Inc. Experience 1998 - 2001
Job Manager at South Haven Financial
Industry Financial Services
Experience
Iacono Law LLC September 2012 - Present
South Haven Financial LLC 2009 - Present
Cournot Capital Inc 2006 - 2008
Lehman Brothers 2001 - 2006
Chase Securities Inc. 1998 - 2001
Skills
Hedge Funds, Capital Markets, Fixed Income, Derivatives, Private Equity, Alternative Investments, Financial Structuring, Asset Managment, Investments, Structured Products, Trading, Credit Derivatives
Education
Harvard Law School 1992 — 1995
JD, Cum Laude
Yale University 1987 — 1991
BS, Applied Math, Summa Cum Laude
Sachem High School 1983 — 1987
Sachem HS
Sachem HS
Iacono Law LLC September 2012 - Present
South Haven Financial LLC 2009 - Present
Cournot Capital Inc 2006 - 2008
Lehman Brothers 2001 - 2006
Chase Securities Inc. 1998 - 2001
Skills
Hedge Funds, Capital Markets, Fixed Income, Derivatives, Private Equity, Alternative Investments, Financial Structuring, Asset Managment, Investments, Structured Products, Trading, Credit Derivatives
Education
Harvard Law School 1992 — 1995
JD, Cum Laude
Yale University 1987 — 1991
BS, Applied Math, Summa Cum Laude
Sachem High School 1983 — 1987
Sachem HS
Sachem HS
Jason Kiefer Jason Kiefer's Chase Securities Inc. Experience 1994 - 1997
Job CEO at Pixoto, CFO at Sugarwish etc
Industry Internet
Experience
Sugarwish July 2015 - Present
Mox Ltd. June 2015 - Present
Pixoto, Inc. March 2011 - Present
Boxcar Coffee Roasters May 2010 - Present
Sawmill Private Management January 2010 - Present
Pictage, Inc. April 2009 - April 2011
Dealometer/Citizen Local April 2010 - March 2011
Pictage, Inc. December 1999 - March 2009
Chase Securities, Inc. 1994 - 1997
Skills
Start-ups, Entrepreneur, Entrepreneurship, Business Strategy, Product Management, Strategic Partnerships, Corporate Development, E-commerce, Analytics, Management, Competitive Analysis, Mergers & Acquisitions, Business Development, Strategy, Product Marketing, Go-to-market Strategy, Marketing Strategy, Market Research, Product Development, Selling, Management Consulting, Cross-functional Team..., SaaS, Sales, Creative Direction, International Business, New Business Development, Outsourcing, Business Planning, Venture Capital, Social Media Marketing, Digital Media, Mobile Applications, Lead Generation, Digital Marketing, Strategic Consulting, Marketing, Online Marketing, Mobile Devices, Private Equity, Enterprise Software, Leadership, Executive Management, Online Advertising
Education
UCLA Anderson School of Management 1997 — 1999
MBA
McGill University 1989 — 1993
Bachelor of Commerce
Queen Elizabeth High School 1985 — 1989
Sugarwish July 2015 - Present
Mox Ltd. June 2015 - Present
Pixoto, Inc. March 2011 - Present
Boxcar Coffee Roasters May 2010 - Present
Sawmill Private Management January 2010 - Present
Pictage, Inc. April 2009 - April 2011
Dealometer/Citizen Local April 2010 - March 2011
Pictage, Inc. December 1999 - March 2009
Chase Securities, Inc. 1994 - 1997
Skills
Start-ups, Entrepreneur, Entrepreneurship, Business Strategy, Product Management, Strategic Partnerships, Corporate Development, E-commerce, Analytics, Management, Competitive Analysis, Mergers & Acquisitions, Business Development, Strategy, Product Marketing, Go-to-market Strategy, Marketing Strategy, Market Research, Product Development, Selling, Management Consulting, Cross-functional Team..., SaaS, Sales, Creative Direction, International Business, New Business Development, Outsourcing, Business Planning, Venture Capital, Social Media Marketing, Digital Media, Mobile Applications, Lead Generation, Digital Marketing, Strategic Consulting, Marketing, Online Marketing, Mobile Devices, Private Equity, Enterprise Software, Leadership, Executive Management, Online Advertising
Education
UCLA Anderson School of Management 1997 — 1999
MBA
McGill University 1989 — 1993
Bachelor of Commerce
Queen Elizabeth High School 1985 — 1989
John Youngblood John Youngblood's Chase Securities Inc. Experience February 1991 - February 2000
Job Managing Partner, Gallatin Capital LLC
Industry Investment Banking
Experience
Gallatin Capital LLC January 2003 - Present
Moore Capital Management March 2000 - January 2003
Chase Securities Inc. February 1991 - February 2000
Prudential Securities 1990 - 1991
Lehman Brothers August 1984 - February 1990
Skills
Private Equity, Hedge Funds, Alternative Investments, Private Placements, Venture Capital, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1982 — 1984
M.M.
Carleton College 1977 — 1981
B.A.
Gallatin Capital LLC January 2003 - Present
Moore Capital Management March 2000 - January 2003
Chase Securities Inc. February 1991 - February 2000
Prudential Securities 1990 - 1991
Lehman Brothers August 1984 - February 1990
Skills
Private Equity, Hedge Funds, Alternative Investments, Private Placements, Venture Capital, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1982 — 1984
M.M.
Carleton College 1977 — 1981
B.A.
Jason Cutler Jason Cutler's Chase Securities Inc. Experience June 1996 - June 1999
Job Managing Principal at Etherios
Industry Information Technology and Services
Experience
Etherios May 2013 - Present
BMC Group March 2010 - May 2013
Beckett Associates July 2003 - February 2010
ABN AMRO Private Equity 1999 - 2001
Chase Securities Inc. June 1996 - June 1999
Skills
Financial Modeling, Forecasting, Salesforce.com, Financial Analysis, Business Strategy, Venture Capital, Strategy, Mergers, Cross-functional Team..., Private Equity, Mergers & Acquisitions, Business Process..., Business Planning, Due Diligence, Valuation, Product Management, Management, Business Intelligence, Management Consulting, Analysis, Strategic Planning, Finance, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Marketing, Strategy, and Finance
University of Michigan 1992 — 1996
BBA, Finance and Accounting
New Trier High School
Etherios May 2013 - Present
BMC Group March 2010 - May 2013
Beckett Associates July 2003 - February 2010
ABN AMRO Private Equity 1999 - 2001
Chase Securities Inc. June 1996 - June 1999
Skills
Financial Modeling, Forecasting, Salesforce.com, Financial Analysis, Business Strategy, Venture Capital, Strategy, Mergers, Cross-functional Team..., Private Equity, Mergers & Acquisitions, Business Process..., Business Planning, Due Diligence, Valuation, Product Management, Management, Business Intelligence, Management Consulting, Analysis, Strategic Planning, Finance, Entrepreneurship
Education
Northwestern University - Kellogg School of Management 2001 — 2003
MBA, Marketing, Strategy, and Finance
University of Michigan 1992 — 1996
BBA, Finance and Accounting
New Trier High School
Harsha Patwardhan Harsha Patwardhan's Chase Securities Inc. Experience May 1999 - August 1999
Job at Pacific Life
Industry Investment Management
Experience
Pacific Life September 2011 - Present
AVR Advisors LLC May 2010 - Present
J.P. Morgan August 2000 - November 2009
Chase Securities Inc. May 1999 - August 1999
KPMG May 1994 - July 1998
Skills
Structured Products, Hedge Funds, Derivatives, Financial Modeling, Capital Markets, Fixed Income, Financial Structuring, Investment Banking, Private Equity, Portfolio Management, Investor Relations, Capital Raising, Fund Of Funds, Securitization, Mergers & Acquisitions, Investments
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA
University of Mumbai 1995 — 1997
MCom
Institute of Chartered Accountants of India 1994 — 1997
ACA
University of Mumbai 1991 — 1994
BCom
Pacific Life September 2011 - Present
AVR Advisors LLC May 2010 - Present
J.P. Morgan August 2000 - November 2009
Chase Securities Inc. May 1999 - August 1999
KPMG May 1994 - July 1998
Skills
Structured Products, Hedge Funds, Derivatives, Financial Modeling, Capital Markets, Fixed Income, Financial Structuring, Investment Banking, Private Equity, Portfolio Management, Investor Relations, Capital Raising, Fund Of Funds, Securitization, Mergers & Acquisitions, Investments
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA
University of Mumbai 1995 — 1997
MCom
Institute of Chartered Accountants of India 1994 — 1997
ACA
University of Mumbai 1991 — 1994
BCom
Michele Howe Clarke's Chase Securities Inc. Experience 1997 - 2000
Job Director Asset Management at Real Estate Investment Trust
Industry Real Estate
Experience
Real Estate Investment Trust April 2014 - Present
Face Forward 2011 - Present
Grace Full Properties LLC 2005 - Present
Samroc Asset Management LLC for Silver Point Capital LP 2008 - 2011
JPMorgan Chase 2002 - 2006
JPMorgan Chase 2000 - 2002
Chase Securities Inc 1997 - 2000
Center for Professional Development, Howard University 1996 - 1997
Burt Maner & Miller 1994 - 1996
Skills
Social Media, Publishing, Newsletters, Investment Banking, Distressed Debt, Motivational Speaking, MBA, Bestselling author, Certified Life Coach, Senior Services, Grant Writing, Business Development, Life Coaching, Business Strategy, Financial Analysis, Recruiting, Published Author, Loans, Nonprofits, Restructuring, Valuation, Analysis, Public Speaking, Small Business, Leadership Development, Marketing, Strategic Partnerships, Investments, Analytics, Program Development, Due Diligence, Strategic Communications, Entrepreneurship, Strategy, Process Improvement, Portfolio Management, Training, Strategic Planning, Finance, Management, Financial Risk, Budgets, Banking, Executive Management, Business Planning, Financial Modeling, Workshop Facilitation, Research, Negotiation, Risk Management
Education
Howard University Graduate School of Business 1995 — 1997
Master of Business Administration, Finance
Boston University 1989 — 1993
Bachelor of Fine Arts, Psychology
Real Estate Investment Trust April 2014 - Present
Face Forward 2011 - Present
Grace Full Properties LLC 2005 - Present
Samroc Asset Management LLC for Silver Point Capital LP 2008 - 2011
JPMorgan Chase 2002 - 2006
JPMorgan Chase 2000 - 2002
Chase Securities Inc 1997 - 2000
Center for Professional Development, Howard University 1996 - 1997
Burt Maner & Miller 1994 - 1996
Skills
Social Media, Publishing, Newsletters, Investment Banking, Distressed Debt, Motivational Speaking, MBA, Bestselling author, Certified Life Coach, Senior Services, Grant Writing, Business Development, Life Coaching, Business Strategy, Financial Analysis, Recruiting, Published Author, Loans, Nonprofits, Restructuring, Valuation, Analysis, Public Speaking, Small Business, Leadership Development, Marketing, Strategic Partnerships, Investments, Analytics, Program Development, Due Diligence, Strategic Communications, Entrepreneurship, Strategy, Process Improvement, Portfolio Management, Training, Strategic Planning, Finance, Management, Financial Risk, Budgets, Banking, Executive Management, Business Planning, Financial Modeling, Workshop Facilitation, Research, Negotiation, Risk Management
Education
Howard University Graduate School of Business 1995 — 1997
Master of Business Administration, Finance
Boston University 1989 — 1993
Bachelor of Fine Arts, Psychology
Mathis Shinnick Mathis Shinnick's Chase Securities Inc. Experience 1996 - 2000
Job Advisor to SkyWorks Capital
Industry Financial Services
Experience
SkyWorks Capital Asia October 2012 - June 2015
HNA Group International Holding (Hong Kong) Co, Ltd September 2010 - April 2011
Hong Kong Aviation Capital 2010 - 2011
HSH-Nordbank AG 2003 - 2010
DELOITTE & TOUCHE CORPORATE FINANCE, LLC 2001 - 2003
MHS Consulting 2000 - 2001
CHASE SECURITIES INC 1996 - 2000
CHEMICAL SECURITIES INC. (CHEMICAL BANK) 1992 - 1996
ManLimited 1981 - 1992
Manufacturers Hanover International Leasing 1984 - 1985
Skills
Restructuring, Change Management, Business Strategy, Global Strategy, Multicultural Team..., Budgets, Strategic Alliances, Leadership Development, Operational Excellence, Mergers & Acquisitions, Strategy, Start-ups, Corporate Finance, Private Equity, Risk Management
Education
Thunderbird School of Global Management 1980 — 1981
MBA, International Management; Finance and Spanish
Robert O. Anderson School of Business, University of New Mexico 1973 — 1977
Bachelors, Business and Administrative Sciences; Accounting
SkyWorks Capital Asia October 2012 - June 2015
HNA Group International Holding (Hong Kong) Co, Ltd September 2010 - April 2011
Hong Kong Aviation Capital 2010 - 2011
HSH-Nordbank AG 2003 - 2010
DELOITTE & TOUCHE CORPORATE FINANCE, LLC 2001 - 2003
MHS Consulting 2000 - 2001
CHASE SECURITIES INC 1996 - 2000
CHEMICAL SECURITIES INC. (CHEMICAL BANK) 1992 - 1996
ManLimited 1981 - 1992
Manufacturers Hanover International Leasing 1984 - 1985
Skills
Restructuring, Change Management, Business Strategy, Global Strategy, Multicultural Team..., Budgets, Strategic Alliances, Leadership Development, Operational Excellence, Mergers & Acquisitions, Strategy, Start-ups, Corporate Finance, Private Equity, Risk Management
Education
Thunderbird School of Global Management 1980 — 1981
MBA, International Management; Finance and Spanish
Robert O. Anderson School of Business, University of New Mexico 1973 — 1977
Bachelors, Business and Administrative Sciences; Accounting
John P. Connor John P. Connor's Chase Securities Inc. Experience 1989 - 2000
Job Partner & Portfolio Manager at ABRY Partners, LLC
Industry Investment Management
Experience
ABRY Partners 2007 - Present
Hartford Investment Management 2004 - 2007
CIGNA Investment Management 2000 - 2004
Chase Securities, Inc. 1989 - 2000
NCR Corporation 1988 - 1989
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance & Accounting
Columbia University in the City of New York 1985 — 1989
BA, Economics
Gardner High School 1981 — 1985
ABRY Partners 2007 - Present
Hartford Investment Management 2004 - 2007
CIGNA Investment Management 2000 - 2004
Chase Securities, Inc. 1989 - 2000
NCR Corporation 1988 - 1989
Education
The University of Chicago Booth School of Business 1993 — 1995
MBA, Finance & Accounting
Columbia University in the City of New York 1985 — 1989
BA, Economics
Gardner High School 1981 — 1985
Michael Richard Powers, Esq., CPA/CFF, CFE, Cr.FA, CAMS Michael Richard Powers, Esq., CPA/CFF, CFE, Cr.FA, CAMS's Chase Securities Inc. Experience May 1999 - October 2000
Job President at New York Chapter of the Association of Certified Fraud Examiners
Industry Law Practice
Experience
Law Office of Michael Richard Powers, LLC October 2005 - Present
New York Chapter of the Association of Certified Fraud Examiners January 2014 - Present
New York Chapter of the Association of Certified Fraud Examiners January 2012 - December 2013
Norwalk Lions Club September 2009 - June 2013
Northern Trust Global Advisors, Inc. October 2000 - June 2004
Chase Securities, Inc. May 1999 - October 2000
Skills
Due Diligence, Fraud, AML, Risk Management, Corporate Governance, Analysis, KYC, Mergers & Acquisitions, Securities, Corporate Finance, Certified Fraud Examiner, Financial Services, Legal Research, Financial Risk, Credit, Financial Institutions, Finance, Litigation, Banking, Investigation, Anti Money Laundering, Management
Education
Pace University School of Law 2002 — 2005
Juris Doctor, Law
Fairfield University 1996 — 1999
Bachelor of Science, Finance & Accounting
Law Office of Michael Richard Powers, LLC October 2005 - Present
New York Chapter of the Association of Certified Fraud Examiners January 2014 - Present
New York Chapter of the Association of Certified Fraud Examiners January 2012 - December 2013
Norwalk Lions Club September 2009 - June 2013
Northern Trust Global Advisors, Inc. October 2000 - June 2004
Chase Securities, Inc. May 1999 - October 2000
Skills
Due Diligence, Fraud, AML, Risk Management, Corporate Governance, Analysis, KYC, Mergers & Acquisitions, Securities, Corporate Finance, Certified Fraud Examiner, Financial Services, Legal Research, Financial Risk, Credit, Financial Institutions, Finance, Litigation, Banking, Investigation, Anti Money Laundering, Management
Education
Pace University School of Law 2002 — 2005
Juris Doctor, Law
Fairfield University 1996 — 1999
Bachelor of Science, Finance & Accounting
Carlos Madrazo Carlos Madrazo's Chase Securities Inc. Experience 1993 - 1999
Job Investor Relations Officer at Grupo Televisa
Industry Entertainment
Experience
Grupo Televisa S.A.B. January 2009 - Present
TuTV LLC - A Grupo Televisa & Univision Company 2002 - 2008
ING Barings 2000 - 2002
Phoenix - Strategic Financial Advisors December 1999 - December 2000
Chase Securities Inc. 1993 - 1999
DuPont 1989 - 1991
Skills
Corporate Communications, Public Relations, Media Relations, Television, Latin America, Investor Relations, Strategic Communications, Venture Capital, Private Equity, Investment Banking, Finance, Entertainment, Mergers & Acquisitions, Restructuring, Strategy, Entrepreneurship, Financial Modeling
Education
University of Notre Dame 1991 — 1993
Master of Business Administration (MBA)
Universidad Anahuac 1986 — 1990
Bachelor of Science in Economics
Grupo Televisa S.A.B. January 2009 - Present
TuTV LLC - A Grupo Televisa & Univision Company 2002 - 2008
ING Barings 2000 - 2002
Phoenix - Strategic Financial Advisors December 1999 - December 2000
Chase Securities Inc. 1993 - 1999
DuPont 1989 - 1991
Skills
Corporate Communications, Public Relations, Media Relations, Television, Latin America, Investor Relations, Strategic Communications, Venture Capital, Private Equity, Investment Banking, Finance, Entertainment, Mergers & Acquisitions, Restructuring, Strategy, Entrepreneurship, Financial Modeling
Education
University of Notre Dame 1991 — 1993
Master of Business Administration (MBA)
Universidad Anahuac 1986 — 1990
Bachelor of Science in Economics
Judah Kaplan, CFA Judah Kaplan, CFA's Chase Securities Inc. Experience 1997 - 2000
Job CoFounder / Managing Member at Cuzco Capital Investment Management
Industry Financial Services
Experience
Cuzco Capital Investment Management March 2009 - Present
Greenwood Walsh Investments LLC January 2008 - Present
Fannie Mae March 2009 - November 2011
iQor August 2005 - January 2008
IRMC 2004 - 2007
iQor March 2004 - July 2005
JPMorganChase 2001 - 2004
JPMorganChase 1997 - 2001
Chase Securities, Inc. 1997 - 2000
Deloitte and Touche LLP 1992 - 1995
Skills
Debt, Risk, Auditing, Credit, Portfolio Management, Risk Management, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Credit Risk, Fixed Income, Investments, Financial Services, Hedge Funds, Capital Markets, Financial Risk, Finance, Funding, Due Diligence, Structured Products, Mergers & Acquisitions, Management, Derivatives, Strategy, Analytics, Internal Audit, Leadership, Private Equity, Internal Controls, Asset Management, Investment Banking, Executive Management, Analysis, Equities, Business Process, Mutual Funds, Cash Management, Venture Capital, Financial Structuring, Negotiation, Hedging, Loans, Business Strategy, Strategic Planning
Education
MIT - Sloan School of Management 1995 — 1997
MBA
Yeshiva University 1988 — 1992
BS
Rocky Mountain Hebrew Academy 1982 — 1988
Hillel Academy
Cuzco Capital Investment Management March 2009 - Present
Greenwood Walsh Investments LLC January 2008 - Present
Fannie Mae March 2009 - November 2011
iQor August 2005 - January 2008
IRMC 2004 - 2007
iQor March 2004 - July 2005
JPMorganChase 2001 - 2004
JPMorganChase 1997 - 2001
Chase Securities, Inc. 1997 - 2000
Deloitte and Touche LLP 1992 - 1995
Skills
Debt, Risk, Auditing, Credit, Portfolio Management, Risk Management, Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Credit Risk, Fixed Income, Investments, Financial Services, Hedge Funds, Capital Markets, Financial Risk, Finance, Funding, Due Diligence, Structured Products, Mergers & Acquisitions, Management, Derivatives, Strategy, Analytics, Internal Audit, Leadership, Private Equity, Internal Controls, Asset Management, Investment Banking, Executive Management, Analysis, Equities, Business Process, Mutual Funds, Cash Management, Venture Capital, Financial Structuring, Negotiation, Hedging, Loans, Business Strategy, Strategic Planning
Education
MIT - Sloan School of Management 1995 — 1997
MBA
Yeshiva University 1988 — 1992
BS
Rocky Mountain Hebrew Academy 1982 — 1988
Hillel Academy
Raina Gandhi Raina Gandhi's Chase Securities Inc. Experience July 1997 - August 1999
Job Associate Director, Market Readiness and Employment at Wake Forest University
Industry Higher Education
Experience
Wake Forest University May 2015 - Present
BNP Paribas May 2003 - May 2004
CIBC World Markets July 2002 - August 2002
JPMorgan Chase & Co. July 2000 - July 2001
Self Employed Women's Association (SEWA) January 2000 - May 2000
CASHPOR Financial and Technical Services October 1999 - December 1999
Chase Securities Inc. July 1997 - August 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Strategy, Public Speaking, Career Development, Admissions Counseling, Career Strategist, Resume Writing, Interviews, Leadership Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA), Finance, Management and Entrepreneurship
Barnard College 1993 — 1997
Bachelor’s Degree, Major - Political Economy, Minor - Psychology
The London School of Economics and Political Science (LSE) 1995 — 1996
General Course, Economics
WWPHS
WWPHS
WWPHS
Wake Forest University May 2015 - Present
BNP Paribas May 2003 - May 2004
CIBC World Markets July 2002 - August 2002
JPMorgan Chase & Co. July 2000 - July 2001
Self Employed Women's Association (SEWA) January 2000 - May 2000
CASHPOR Financial and Technical Services October 1999 - December 1999
Chase Securities Inc. July 1997 - August 1999
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Leadership, Training, Strategy, Public Speaking, Career Development, Admissions Counseling, Career Strategist, Resume Writing, Interviews, Leadership Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
Master of Business Administration (MBA), Finance, Management and Entrepreneurship
Barnard College 1993 — 1997
Bachelor’s Degree, Major - Political Economy, Minor - Psychology
The London School of Economics and Political Science (LSE) 1995 — 1996
General Course, Economics
WWPHS
WWPHS
WWPHS
Chel Svendsgaard Chel Svendsgaard's Chase Securities Inc. Experience 1998 - 2001
Job Program Manager at Kaiser Foundation Health Plan
Industry Hospital & Health Care
Experience
Kaiser Foundation Health Plan January 2005 - Present
JPMorgan Chase 2001 - 2002
Chase Securities, Inc. 1998 - 2001
Hambrecht & Quist 1996 - 1998
Hambrecht & Quist 1980 - 1991
Skills
Project Management, Program Management, SDLC, Process Improvement, PMP, Management, Visio, Cross-functional Team..., Business Analysis, ITIL, Leadership, Strategy, Healthcare Information..., Team Building, Business Process Design, Customer Service, HIPAA, Healthcare Management, Healthcare Industry, Hospitals, Privacy Compliance, Performance Improvement
Education
University of California, San Francisco 2014 — 2015
Master's Degree, Healthcare Administration
California State University-East Bay 2010 — 2013
Bachelor's degree, Business Administration, Management and Finance, 3.7
San Francisco State University 2004 — 2008
Berkeley City College
Kaiser Foundation Health Plan January 2005 - Present
JPMorgan Chase 2001 - 2002
Chase Securities, Inc. 1998 - 2001
Hambrecht & Quist 1996 - 1998
Hambrecht & Quist 1980 - 1991
Skills
Project Management, Program Management, SDLC, Process Improvement, PMP, Management, Visio, Cross-functional Team..., Business Analysis, ITIL, Leadership, Strategy, Healthcare Information..., Team Building, Business Process Design, Customer Service, HIPAA, Healthcare Management, Healthcare Industry, Hospitals, Privacy Compliance, Performance Improvement
Education
University of California, San Francisco 2014 — 2015
Master's Degree, Healthcare Administration
California State University-East Bay 2010 — 2013
Bachelor's degree, Business Administration, Management and Finance, 3.7
San Francisco State University 2004 — 2008
Berkeley City College
Aaron Money Aaron Money's Chase Securities Inc. Experience August 1998 - March 2000
Job Senior Managing Director, FFL
Industry Venture Capital & Private Equity
Experience
Teach for America 2010 - Present
Junior Achievement 2009 - Present
FFL June 2003 - Present
DB Capital Partners March 2000 - August 2002
Chase Securities, Inc. August 1998 - March 2000
Skills
Private Equity, Mergers, Financial Modeling, Investment Banking, Due Diligence, Valuation, Strategic Planning, Corporate Finance, Entrepreneurship, Business Strategy, Start-ups
Education
Duke University 1994 — 1997
Bachelor of Arts, Economics
Sidney High School
Teach for America 2010 - Present
Junior Achievement 2009 - Present
FFL June 2003 - Present
DB Capital Partners March 2000 - August 2002
Chase Securities, Inc. August 1998 - March 2000
Skills
Private Equity, Mergers, Financial Modeling, Investment Banking, Due Diligence, Valuation, Strategic Planning, Corporate Finance, Entrepreneurship, Business Strategy, Start-ups
Education
Duke University 1994 — 1997
Bachelor of Arts, Economics
Sidney High School
R Hayden Schofield R Hayden Schofield's Chase Securities Inc. Experience January 1996 - October 1998
Job Principal / Investment Committee Member at Pearson Partners, Inc.
Industry Real Estate
Experience
Pearson Partners, Inc. March 1998 - Present
Emerging Market Property Investment Fund March 1998 - December 1998
Chase Securities Inc. January 1996 - October 1998
Chemical Real Estate, Inc. January 1992 - December 1995
Manufacturers Hanover Real Estate, Inc. January 1988 - December 1991
Manufacturers Hanover Trust February 1986 - December 1989
Edward S Gordon Company August 1984 - October 1985
Skills
Mixed-use, Retail, Hotels, Acquisitions, Leases, Investments, Asset Managment, Equity Capital Markets, Commercial Mortgages, Mortgage Underwriting, Commercial Real Estate, Real Estate Financing, Real Estate Development, Real Estate Private..., Real Estate, Asset Management, Disposition, Private Equity, Investment Properties, Real Estate Economics, Brokerage, Capital Markets, International Business, International..., Executive Management, Portfolio Management, Property Management, Loans, Structured Finance, Corporate Real Estate, Equities
Education
New York University 1987 — 1988
Real Estate Investment Program, Real Estate Analysis & Investment
Cornell University 1980 — 1984
BA, International Political Economy
Collegiate 1969 — 1971
Pearson Partners, Inc. March 1998 - Present
Emerging Market Property Investment Fund March 1998 - December 1998
Chase Securities Inc. January 1996 - October 1998
Chemical Real Estate, Inc. January 1992 - December 1995
Manufacturers Hanover Real Estate, Inc. January 1988 - December 1991
Manufacturers Hanover Trust February 1986 - December 1989
Edward S Gordon Company August 1984 - October 1985
Skills
Mixed-use, Retail, Hotels, Acquisitions, Leases, Investments, Asset Managment, Equity Capital Markets, Commercial Mortgages, Mortgage Underwriting, Commercial Real Estate, Real Estate Financing, Real Estate Development, Real Estate Private..., Real Estate, Asset Management, Disposition, Private Equity, Investment Properties, Real Estate Economics, Brokerage, Capital Markets, International Business, International..., Executive Management, Portfolio Management, Property Management, Loans, Structured Finance, Corporate Real Estate, Equities
Education
New York University 1987 — 1988
Real Estate Investment Program, Real Estate Analysis & Investment
Cornell University 1980 — 1984
BA, International Political Economy
Collegiate 1969 — 1971
Craig Sanger Craig Sanger's Chase Securities Inc. Experience March 1990 - May 1993
Job Managing Partner at Westwind Partners
Industry Staffing and Recruiting
Experience
Westwind Partners August 2009 - Present
Cromwell Partners July 2006 - September 2009
Canny, Bowen Inc January 2005 - June 2006
360 Search Advisors Inc November 1999 - December 2004
UBS Securities May 1993 - May 1996
Chase Securities, Inc March 1990 - May 1993
Bear Stearns & Company, Inc. December 1984 - March 1990
Skills
Investment Banking, Capital Markets, Asset Managment, Trading, Mergers, Executive Search, Risk Management, Fixed Income, Recruiting, Mergers & Acquisitions, Securities, Structured Products, Management, Structured Finance, Hedge Funds, Asset Management, Financial Services, Executive Management, Investments, Start-ups, Financial Risk
Education
Bowdoin College 1973 — 1977
BA, History
Noble and Greenough School 1969 — 1973
Westwind Partners August 2009 - Present
Cromwell Partners July 2006 - September 2009
Canny, Bowen Inc January 2005 - June 2006
360 Search Advisors Inc November 1999 - December 2004
UBS Securities May 1993 - May 1996
Chase Securities, Inc March 1990 - May 1993
Bear Stearns & Company, Inc. December 1984 - March 1990
Skills
Investment Banking, Capital Markets, Asset Managment, Trading, Mergers, Executive Search, Risk Management, Fixed Income, Recruiting, Mergers & Acquisitions, Securities, Structured Products, Management, Structured Finance, Hedge Funds, Asset Management, Financial Services, Executive Management, Investments, Start-ups, Financial Risk
Education
Bowdoin College 1973 — 1977
BA, History
Noble and Greenough School 1969 — 1973
Jorge Lechin, CFA's Chase Securities Inc. Experience January 1996 - April 1998
Job Managing Director at Duke Energy Corporation
Industry Oil & Energy
Experience
Duke Energy Corporation November 2012 - Present
DKRW Energy LLC March 2006 - October 2012
Occidental Petroleum Corporation (Oxy) January 2004 - March 2006
Pedregal Power Company, a subsidiary of El Paso Corporation December 2002 - December 2003
El Paso Corporation March 1999 - December 2002
SANTANDER INVESTMENT SECURITIES April 1998 - March 1999
Chase Securities Inc January 1996 - April 1998
Merrill Lynch January 1994 - January 1995
Texas Tech January 1992 - January 1993
PDVSA January 1989 - January 1991
Skills
Energy, Wind Energy, Latin America, Project Finance, Mergers, Renewable Energy, Financial Modeling, New Business Development, Power Generation, Investment Banking
Education
Texas Tech University - Rawls College of Business 1993 — 1995
MBA, Finance
Texas Tech University 1992 — 1995
Master of Science, Finance
Texas Tech University 1991 — 1993
Masters of Science, Petroleum Engineering
Texas Tech University
Master of Science, Petroleum Engineering
Universidad Central de Venezuela 1985 — 1991
Bachelor Science, Mechanical Engineering
Central University of
Bachelor of Science, Mechanical Engineering
Duke Energy Corporation November 2012 - Present
DKRW Energy LLC March 2006 - October 2012
Occidental Petroleum Corporation (Oxy) January 2004 - March 2006
Pedregal Power Company, a subsidiary of El Paso Corporation December 2002 - December 2003
El Paso Corporation March 1999 - December 2002
SANTANDER INVESTMENT SECURITIES April 1998 - March 1999
Chase Securities Inc January 1996 - April 1998
Merrill Lynch January 1994 - January 1995
Texas Tech January 1992 - January 1993
PDVSA January 1989 - January 1991
Skills
Energy, Wind Energy, Latin America, Project Finance, Mergers, Renewable Energy, Financial Modeling, New Business Development, Power Generation, Investment Banking
Education
Texas Tech University - Rawls College of Business 1993 — 1995
MBA, Finance
Texas Tech University 1992 — 1995
Master of Science, Finance
Texas Tech University 1991 — 1993
Masters of Science, Petroleum Engineering
Texas Tech University
Master of Science, Petroleum Engineering
Universidad Central de Venezuela 1985 — 1991
Bachelor Science, Mechanical Engineering
Central University of
Bachelor of Science, Mechanical Engineering
Chris Lee's Chase Securities Inc. Experience June 1999 - August 1999
Job Real Estate Private Equity
Industry Venture Capital & Private Equity
Experience
KKR April 2012 - Present
Apollo Management March 2009 - February 2012
Goldman, Sachs & Co. July 2006 - March 2009
Goldman, Sachs & Co. July 2002 - July 2004
Goldman, Sachs & Co. July 2000 - July 2002
Chase Securities, Inc. June 1999 - August 1999
Chase Securities, Inc. June 1998 - August 1998
Education
Harvard Business School 2004 — 2006
MBA
Emory University 1996 — 1999
BA
St. Mark's School of Texas 1984 — 1996
High School Diploma
KKR April 2012 - Present
Apollo Management March 2009 - February 2012
Goldman, Sachs & Co. July 2006 - March 2009
Goldman, Sachs & Co. July 2002 - July 2004
Goldman, Sachs & Co. July 2000 - July 2002
Chase Securities, Inc. June 1999 - August 1999
Chase Securities, Inc. June 1998 - August 1998
Education
Harvard Business School 2004 — 2006
MBA
Emory University 1996 — 1999
BA
St. Mark's School of Texas 1984 — 1996
High School Diploma
Jackie Polak's Chase Securities Inc. Experience 1993 - 1998
Job Structured Product Analyst
Industry Financial Services
Experience
LBBW 2001 - 2014
New York Institute of Finance 1996 - 2001
ABN AMRO 1998 - 2000
Chase Securities Inc. 1993 - 1998
Lehman Brothers 1991 - 1993
Trepp, LLC 1990 - 1991
Skills
Structured Finance, Fixed Income, Structured Products, Capital Markets, Portfolio Management, Derivatives, Bonds, Securitization, ABS, Investment Banking, Financial Structuring, Risk Management, Banking, Asset Management, Hedge Funds, Investments, Credit Derivatives, Securities, Trading, Valuation, Alternative Investments, Financial Markets, Bloomberg, MBS, CDO, Credit Analysis, CMBS, High Yield, Credit Risk, Credit, Funding, Structuring, Residential Mortgages, Financial Modeling, Asset Allocation, Corporate Finance, CDS, Restructuring, Origination, Due Diligence, Risk, Series 7, Mortgage, CLO, Securities Regulation, Product Development, Product Management, Investment Advisory, Investment Strategies, Investment Management
Education
University of Pennsylvania
LBBW 2001 - 2014
New York Institute of Finance 1996 - 2001
ABN AMRO 1998 - 2000
Chase Securities Inc. 1993 - 1998
Lehman Brothers 1991 - 1993
Trepp, LLC 1990 - 1991
Skills
Structured Finance, Fixed Income, Structured Products, Capital Markets, Portfolio Management, Derivatives, Bonds, Securitization, ABS, Investment Banking, Financial Structuring, Risk Management, Banking, Asset Management, Hedge Funds, Investments, Credit Derivatives, Securities, Trading, Valuation, Alternative Investments, Financial Markets, Bloomberg, MBS, CDO, Credit Analysis, CMBS, High Yield, Credit Risk, Credit, Funding, Structuring, Residential Mortgages, Financial Modeling, Asset Allocation, Corporate Finance, CDS, Restructuring, Origination, Due Diligence, Risk, Series 7, Mortgage, CLO, Securities Regulation, Product Development, Product Management, Investment Advisory, Investment Strategies, Investment Management
Education
University of Pennsylvania
Paolo de Alessandrini's Chase Securities Inc. Experience February 1997 - May 1999
Job Director, Sector Head Diversified Industries & TMET at ANZ Securities, Inc.
Industry Financial Services
Experience
ANZ Securities, Inc. January 2009 - Present
Siemens Financial Services, Inc. June 2006 - January 2009
Sherbrooke Advisors, LLC June 2006 - October 2006
SMBC November 2005 - April 2006
HSBC Securities Inc. 2001 - 2006
HSBC 2001 - 2006
HSBC Group July 2001 - September 2005
Deutsche Bank Securities, Inc May 1999 - June 2001
Chase Securities, Inc February 1997 - May 1999
Citigroup January 1987 - February 1997
Education
The College of William and Mary - The Mason School of Business 1973 — 1976
ANZ Securities, Inc. January 2009 - Present
Siemens Financial Services, Inc. June 2006 - January 2009
Sherbrooke Advisors, LLC June 2006 - October 2006
SMBC November 2005 - April 2006
HSBC Securities Inc. 2001 - 2006
HSBC 2001 - 2006
HSBC Group July 2001 - September 2005
Deutsche Bank Securities, Inc May 1999 - June 2001
Chase Securities, Inc February 1997 - May 1999
Citigroup January 1987 - February 1997
Education
The College of William and Mary - The Mason School of Business 1973 — 1976
Ed Nunez's Chase Securities Inc. Experience 1997 - 1999
Job Chief Operating Officer at Vista Developers
Industry Real Estate
Experience
Vista Developers, LLC 2005 - Present
Vista Developers, LLC 2004 - 2005
Magstar Capital LLC 2001 - 2004
MasTec, Inc 2000 - 2001
Greenbridge Partners LLC 1999 - 2000
Chase Securities, Inc. 1997 - 1999
Chase Capital Partners 1997 - 1997
Skills
Mergers, Corporate Finance, Real Estate Financing, Bank Financing, Venture Financing, Seller Financing, Real Estate Development, Private Equity, Venture Capital, New Venture Creation, New Business Development, Business Strategy, Strategic Planning, Strategic Thinking, Due Diligence, Mergers & Acquisitions, Business Development, Finance, Investments, Valuation, Business Planning, Strategy, Portfolio Management, Corporate Development
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA, Business
Georgetown University 1993 — 1996
Bachelor of Science, Finance/International Business
Ransom Everglades 1988 — 1992
Vista Developers, LLC 2005 - Present
Vista Developers, LLC 2004 - 2005
Magstar Capital LLC 2001 - 2004
MasTec, Inc 2000 - 2001
Greenbridge Partners LLC 1999 - 2000
Chase Securities, Inc. 1997 - 1999
Chase Capital Partners 1997 - 1997
Skills
Mergers, Corporate Finance, Real Estate Financing, Bank Financing, Venture Financing, Seller Financing, Real Estate Development, Private Equity, Venture Capital, New Venture Creation, New Business Development, Business Strategy, Strategic Planning, Strategic Thinking, Due Diligence, Mergers & Acquisitions, Business Development, Finance, Investments, Valuation, Business Planning, Strategy, Portfolio Management, Corporate Development
Education
Northwestern University - Kellogg School of Management 2010 — 2011
MBA, Business
Georgetown University 1993 — 1996
Bachelor of Science, Finance/International Business
Ransom Everglades 1988 — 1992
Richard Jacobson's Chase Securities Inc. Experience 1994 - 1997
Job Managing Director at Golub Capital
Industry Investment Management
Experience
Golub Capital January 2014 - Present
M3G Capital September 2010 - December 2013
Tricap Partners & Co. May 2009 - December 2012
Stern Capital, LLC 2005 - 2009
Total Capital 2004 - 2005
Credit Agricole Indosuez Capital 1999 - 2003
SG Cowen Securities Corporation 1997 - 1999
Chase Securities Inc. 1994 - 1997
Rosner & Goodman 1991 - 1992
Jacobs Persinger & Parker 1989 - 1991
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
American University Washington College of Law 1986 — 1989
JD
Tulane University 1982 — 1986
AY Jackson Secondary School 1978 — 1982
American University
American University
Golub Capital January 2014 - Present
M3G Capital September 2010 - December 2013
Tricap Partners & Co. May 2009 - December 2012
Stern Capital, LLC 2005 - 2009
Total Capital 2004 - 2005
Credit Agricole Indosuez Capital 1999 - 2003
SG Cowen Securities Corporation 1997 - 1999
Chase Securities Inc. 1994 - 1997
Rosner & Goodman 1991 - 1992
Jacobs Persinger & Parker 1989 - 1991
Education
Columbia University - Columbia Business School 1992 — 1994
MBA
American University Washington College of Law 1986 — 1989
JD
Tulane University 1982 — 1986
AY Jackson Secondary School 1978 — 1982
American University
American University
Anthony Buscemi's Chase Securities Inc. Experience August 1998 - August 2000
Job Partner, Gallatin Capital LLC
Industry Investment Banking
Experience
Gallatin Capital LLC May 2003 - Present
Moore Capital Management LLC August 2000 - May 2003
Chase Securities Inc. August 1998 - August 2000
Chase Manhattan Bank August 1991 - August 1998
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Northwood University 1986 — 1990
BBA, Marketing/Management
Gallatin Capital LLC May 2003 - Present
Moore Capital Management LLC August 2000 - May 2003
Chase Securities Inc. August 1998 - August 2000
Chase Manhattan Bank August 1991 - August 1998
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
Northwood University 1986 — 1990
BBA, Marketing/Management
Stephen Maiden's Chase Securities Inc. Experience 1995 - 1999
Job Case Writer at University of Virginia Darden School of Business
Industry Writing and Editing
Experience
University of Virginia Darden School of Business May 2014 - Present
Resilience Education June 2013 - Present
Maiden Capital, LLC October 2006 - December 2012
Mangan & McColl Partners 2001 - 2005
Chase Securities Inc. 1995 - 1999
Skills
Financial Modeling, Equities, Investments, Financial Analysis, Portfolio Management, Private Equity, Valuation, Mergers, Capital Markets, Investment Banking, Alternative Investments, Asset Managment, Hedge Funds, Due Diligence, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA
Duke University 1991 — 1995
BA, Economics & Environmental Studies
Lawrenceville 1988 — 1991
Cum Laude
University of Virginia Darden School of Business May 2014 - Present
Resilience Education June 2013 - Present
Maiden Capital, LLC October 2006 - December 2012
Mangan & McColl Partners 2001 - 2005
Chase Securities Inc. 1995 - 1999
Skills
Financial Modeling, Equities, Investments, Financial Analysis, Portfolio Management, Private Equity, Valuation, Mergers, Capital Markets, Investment Banking, Alternative Investments, Asset Managment, Hedge Funds, Due Diligence, Strategic Planning
Education
University of Virginia - Darden Graduate School of Business Administration 1999 — 2001
MBA
Duke University 1991 — 1995
BA, Economics & Environmental Studies
Lawrenceville 1988 — 1991
Cum Laude
Brad Marvin's Chase Securities Inc. Experience 1994 - 1998
Job High Yield/Emerging Markets at PrinceRidge Group LLC
Industry Investment Banking
Experience
PrinceRidge Group LLC 2009 - Present
WR Hambrecht + Co 2000 - 2007
Chase Securities, Inc. 1994 - 1998
Salomon Brothers, Inc 1986 - 1994
United States Navy 1979 - 1986
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS Economics, Finance
Phillips Academy 1972 — 1975
PrinceRidge Group LLC 2009 - Present
WR Hambrecht + Co 2000 - 2007
Chase Securities, Inc. 1994 - 1998
Salomon Brothers, Inc 1986 - 1994
United States Navy 1979 - 1986
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS Economics, Finance
Phillips Academy 1972 — 1975
Katherine Lum's Chase Securities Inc. Experience 1995 - 1998
Job Business Consultant for Soul Design, LLC
Industry Management Consulting
Experience
Soul Design, LLC 2013 - Present
In the Lights 2012 - 2013
KaleidoLINKS 2009 - 2010
American University May 2008 - June 2008
Asian American LEAD 2007 - 2008
NYCRx 2007 - 2007
Investcorp 2004 - 2006
JPMorgan Securities Inc 1999 - 2004
Chase Securities Inc 1995 - 1998
Skills
Fundraising, Strategic Planning, Financial Modeling, Due Diligence, Business Strategy, Manage Client..., Compliance, Deal Execution, New Business Development, Operations Management, Hedge Funds, Fixed Income, Strategic Partnerships, Deal Structures, Ratings, Roadshows, Financial Structuring, Structured Products, Investment Banking, Risk Assessment, Operational Risk..., Staff Development, Staff Supervision, Non-profit..., Board Development, Program Management, Program Evaluation, Financial Management..., Negotiation, Nonprofits, CRM
Education
Brigham Young University 1993 — 1995
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Brigham Young University - Hawaii 1988 — 1991
BSc, Business Management
Soul Design, LLC 2013 - Present
In the Lights 2012 - 2013
KaleidoLINKS 2009 - 2010
American University May 2008 - June 2008
Asian American LEAD 2007 - 2008
NYCRx 2007 - 2007
Investcorp 2004 - 2006
JPMorgan Securities Inc 1999 - 2004
Chase Securities Inc 1995 - 1998
Skills
Fundraising, Strategic Planning, Financial Modeling, Due Diligence, Business Strategy, Manage Client..., Compliance, Deal Execution, New Business Development, Operations Management, Hedge Funds, Fixed Income, Strategic Partnerships, Deal Structures, Ratings, Roadshows, Financial Structuring, Structured Products, Investment Banking, Risk Assessment, Operational Risk..., Staff Development, Staff Supervision, Non-profit..., Board Development, Program Management, Program Evaluation, Financial Management..., Negotiation, Nonprofits, CRM
Education
Brigham Young University 1993 — 1995
Master of Business Administration (M.B.A.), Banking, Corporate, Finance, and Securities Law
Brigham Young University - Hawaii 1988 — 1991
BSc, Business Management
Amy Lester Barer's Chase Securities Inc. Experience August 1999 - November 2000
Job Director, Office of the President at March of Dimes
Industry Executive Office
Experience
March of Dimes July 2008 - Present
JTS June 2001 - June 2008
Arthur Andersen November 2000 - May 2002
Chase Securities, Inc. August 1999 - November 2000
Deloitte & Touche September 1993 - July 1999
Skills
Fundraising, Event Planning, Nonprofits, Volunteer Management, Event Management, Board Development, Philanthropy, Marketing, Marketing Strategy
Education
University at Albany, SUNY 1989 — 1993
Commack High School South 1985 — 1989
March of Dimes July 2008 - Present
JTS June 2001 - June 2008
Arthur Andersen November 2000 - May 2002
Chase Securities, Inc. August 1999 - November 2000
Deloitte & Touche September 1993 - July 1999
Skills
Fundraising, Event Planning, Nonprofits, Volunteer Management, Event Management, Board Development, Philanthropy, Marketing, Marketing Strategy
Education
University at Albany, SUNY 1989 — 1993
Commack High School South 1985 — 1989
Andrew Einhorn's Chase Securities Inc. Experience May 1989 - May 1996
Job CFO at Esprit Pharma, Inc.
Industry Pharmaceuticals
Experience
Esprit Pharma, Inc. CFOESP Pharma, Inc.May 2003 - March 2005
Credit Lyonnais Securities June 2001 - May 2003
PNC Capital Markets May 1996 - June 2001
Chase Securities, Inc. May 1989 - May 1996
Education
American University - Kogod School of Business 1977 — 1981
Esprit Pharma, Inc. CFOESP Pharma, Inc.May 2003 - March 2005
Credit Lyonnais Securities June 2001 - May 2003
PNC Capital Markets May 1996 - June 2001
Chase Securities, Inc. May 1989 - May 1996
Education
American University - Kogod School of Business 1977 — 1981
Mark Du Four's Chase Securities Inc. Experience July 1993 - June 1998
Job Managing Director at NewStar Financial
Industry Capital Markets
Experience
NewStar Financial June 2004 - Present
Fleet Securities, Inc. May 2000 - March 2004
BMO Nesbitt Burns 1998 - 2000
Chase Securities, Inc. July 1993 - June 1998
Coopers & Lybrand June 1986 - July 1991
Skills
Private Equity, Structured Finance, Valuation, Portfolio Management, Fixed Income, Financial Modeling, Hedge Funds, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance, Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1982 — 1986
Bachelor of Science (BS), Accounting
NewStar Financial June 2004 - Present
Fleet Securities, Inc. May 2000 - March 2004
BMO Nesbitt Burns 1998 - 2000
Chase Securities, Inc. July 1993 - June 1998
Coopers & Lybrand June 1986 - July 1991
Skills
Private Equity, Structured Finance, Valuation, Portfolio Management, Fixed Income, Financial Modeling, Hedge Funds, Equities
Education
The University of Texas at Austin - Red McCombs School of Business 1991 — 1993
MBA, Finance, Management
Virginia Polytechnic Institute and State University - Pamplin College of Business 1982 — 1986
Bachelor of Science (BS), Accounting
Stephen A. Cook's Chase Securities Inc. Experience 1994 - 2000
Job Managment & Financial Services Executive
Industry Financial Services
Experience
Kisco Management Corp. 2008 - 2009
CAI managers & Co., L.P. 2004 - 2007
Ripplewood Holdings LLC 2000 - 2004
Chase Securities Inc. 1994 - 2000
Bear, Stearns & Co., Inc. 1998 - 1999
Rabobank Nederland 1989 - 1994
Salomon Brothers Inc. 1976 - 1987
Skills
Corporate Finance, Management, Equities, Mergers & Acquisitions, Private Equity, Investments, Strategic Planning, Investment Banking, Venture Capital, Alternative Investments, Financial Modeling, Investor Relations, Capital Markets, Asset Management, Fundraising, Series 7, Wealth Management, Negotiation, Hedge Funds, Portfolio Management, Valuation
Education
Harvard Business School 1974 — 1976
MBA, Finance
University of Pennsylvania 1965 — 1968
B.A., Economics
Pomfret School 1960 — 1964
Kisco Management Corp. 2008 - 2009
CAI managers & Co., L.P. 2004 - 2007
Ripplewood Holdings LLC 2000 - 2004
Chase Securities Inc. 1994 - 2000
Bear, Stearns & Co., Inc. 1998 - 1999
Rabobank Nederland 1989 - 1994
Salomon Brothers Inc. 1976 - 1987
Skills
Corporate Finance, Management, Equities, Mergers & Acquisitions, Private Equity, Investments, Strategic Planning, Investment Banking, Venture Capital, Alternative Investments, Financial Modeling, Investor Relations, Capital Markets, Asset Management, Fundraising, Series 7, Wealth Management, Negotiation, Hedge Funds, Portfolio Management, Valuation
Education
Harvard Business School 1974 — 1976
MBA, Finance
University of Pennsylvania 1965 — 1968
B.A., Economics
Pomfret School 1960 — 1964
Steve D'Agostino's Chase Securities Inc. Experience 1997 - 1999
Job Managing Director at JVB Financial Group
Industry Investment Management
Experience
JVB Financial Group, LLC March 2006 - Present
Merrill Lynch 2003 - 2006
Credit Suisse First Boston 1999 - 2003
Chase Securities Inc. 1997 - 1999
Credit Suisse First Boston 1993 - 1997
Skills
CDO, Securitization, ABS, Financial Structuring, Structured Products, CMBS, CLO, Trading, Investment Banking, Hedge Funds, Fixed Income, Credit, Structured Finance, Derivatives, Securities, Capital Markets
Education
Cornell University 1989 — 1993
BS, Electrical Engineering
JVB Financial Group, LLC March 2006 - Present
Merrill Lynch 2003 - 2006
Credit Suisse First Boston 1999 - 2003
Chase Securities Inc. 1997 - 1999
Credit Suisse First Boston 1993 - 1997
Skills
CDO, Securitization, ABS, Financial Structuring, Structured Products, CMBS, CLO, Trading, Investment Banking, Hedge Funds, Fixed Income, Credit, Structured Finance, Derivatives, Securities, Capital Markets
Education
Cornell University 1989 — 1993
BS, Electrical Engineering
Marc Haller's Chase Securities Inc. Experience 1997 - 1999
Job Product Line Executive at AIG
Industry Insurance
Experience
AIG June 2013 - Present
AIG October 2011 - May 2013
AIG May 2009 - September 2011
AIG February 2006 - April 2009
Starr Companies 2002 - 2006
ZETEK POWER CORPORATION 2001 - 2001
YORK RESEARCH CORPORATION 1999 - 2000
Chase Securities Inc. 1997 - 1999
Mobil Oil 1989 - 1997
Con Edison 1985 - 1989
Skills
Risk Assessment, Financial Modeling, Process Engineering, Energy, Financial Risk, Due Diligence, Risk Management, Start-ups, Analysis, Management, Project Planning, Project Finance, Project Management, Process Improvement, Reinsurance, Strategic Planning, Mergers, Commercial Insurance, Business Strategy, Underwriting, Business Process..., Property & Casualty..., Portfolio Management, Financial Services, Finance, Financial Analysis, Insurance, Mergers & Acquisitions, Executive Management, Business Development, Risk Analysis, Business Analysis, Business Planning, Venture Capital, General Insurance
Education
New York University 1990 — 1996
MBA, NYU
Manhattan College 1981 — 1985
Bachelor, Chemical Engineering
AIG June 2013 - Present
AIG October 2011 - May 2013
AIG May 2009 - September 2011
AIG February 2006 - April 2009
Starr Companies 2002 - 2006
ZETEK POWER CORPORATION 2001 - 2001
YORK RESEARCH CORPORATION 1999 - 2000
Chase Securities Inc. 1997 - 1999
Mobil Oil 1989 - 1997
Con Edison 1985 - 1989
Skills
Risk Assessment, Financial Modeling, Process Engineering, Energy, Financial Risk, Due Diligence, Risk Management, Start-ups, Analysis, Management, Project Planning, Project Finance, Project Management, Process Improvement, Reinsurance, Strategic Planning, Mergers, Commercial Insurance, Business Strategy, Underwriting, Business Process..., Property & Casualty..., Portfolio Management, Financial Services, Finance, Financial Analysis, Insurance, Mergers & Acquisitions, Executive Management, Business Development, Risk Analysis, Business Analysis, Business Planning, Venture Capital, General Insurance
Education
New York University 1990 — 1996
MBA, NYU
Manhattan College 1981 — 1985
Bachelor, Chemical Engineering
Frederik Riefkohl's Chase Securities Inc. Experience 1995 - 1998
Job Chief Financial Officer at CSA Group
Industry Construction
Experience
CSA Group 2001 - Present
CSA Group August 2000 - Present
Tier Technologies March 1998 - March 2000
The Chase Manhattan Bank July 1995 - January 1998
Chase Securities, Inc. 1995 - 1998
Bechtel 1990 - 1993
Education
University of Michigan 1993 — 1995
MBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance and Accounting
Pennsylvania State University 1983 — 1987
BS, Finance
CSA Group 2001 - Present
CSA Group August 2000 - Present
Tier Technologies March 1998 - March 2000
The Chase Manhattan Bank July 1995 - January 1998
Chase Securities, Inc. 1995 - 1998
Bechtel 1990 - 1993
Education
University of Michigan 1993 — 1995
MBA, Finance and Accounting
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance and Accounting
Pennsylvania State University 1983 — 1987
BS, Finance
Broc Richardson's Chase Securities Inc. Experience 1999 - 2000
Job Chief Financial Officer, Apex Energy LLC
Industry Oil & Energy
Experience
Delta Petroleum May 2005 - July 2012
JP Morgan January 1999 - April 2005
Chase Securities Inc. 1999 - 2000
Bank of America 1998 - 1999
Skills
Due Diligence, Mergers & Acquisitions, Financial Modeling, Energy, Financial Analysis, Valuation, Petroleum, Strategic Planning, Risk Management, Contract Negotiation, Natural Gas, Budgets, Business Strategy, Financial Reporting, Forecasting, Analysis, New Business Development, Start-ups, Corporate Finance, Capital Markets, Strategy, Mergers, Investment Banking, Business Planning, Private Equity, Management, Data Analysis, Change Management, Team Leadership, Microsoft Office, Asset Managment
Education
Brigham Young University 1996 — 1998
BA, Economics
Delta Petroleum May 2005 - July 2012
JP Morgan January 1999 - April 2005
Chase Securities Inc. 1999 - 2000
Bank of America 1998 - 1999
Skills
Due Diligence, Mergers & Acquisitions, Financial Modeling, Energy, Financial Analysis, Valuation, Petroleum, Strategic Planning, Risk Management, Contract Negotiation, Natural Gas, Budgets, Business Strategy, Financial Reporting, Forecasting, Analysis, New Business Development, Start-ups, Corporate Finance, Capital Markets, Strategy, Mergers, Investment Banking, Business Planning, Private Equity, Management, Data Analysis, Change Management, Team Leadership, Microsoft Office, Asset Managment
Education
Brigham Young University 1996 — 1998
BA, Economics
Andrew Einhorn's Chase Securities Inc. Experience May 1989 - May 1996
Job Chief Financial Officer at Edge Therapeutics, Inc.
Industry Pharmaceuticals
Experience
Edge Therapeutics, Inc. 2013 - Present
Oceana Therapeutics, Inc May 2008 - January 2012
Esprit Pharma May 2005 - October 2007
ESP Pharma May 2003 - March 2005
Credit Lyonnais Securities June 2001 - May 2003
PNC June 1996 - June 2001
Chase Securities, Inc. May 1989 - May 1996
BT Securities 1987 - 1989
The Chase Manhattan Bank, N.A. 1983 - 1987
Skills
Start-ups, Private Equity, Capital Markets, Private Placements, Pharmaceutical Industry, Strategic Planning, Pharmaceutical Sales, Financial Modeling, Due Diligence, Biotechnology, Medical Devices, Debt, Mergers, Managed Care, Portfolio Management, Strategy, Investment Banking, Mergers & Acquisitions, Corporate Finance, Negotiation, Management, Financial Analysis, Executive Management, Budgets
Education
American University - Kogod School of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting and Finance
Edge Therapeutics, Inc. 2013 - Present
Oceana Therapeutics, Inc May 2008 - January 2012
Esprit Pharma May 2005 - October 2007
ESP Pharma May 2003 - March 2005
Credit Lyonnais Securities June 2001 - May 2003
PNC June 1996 - June 2001
Chase Securities, Inc. May 1989 - May 1996
BT Securities 1987 - 1989
The Chase Manhattan Bank, N.A. 1983 - 1987
Skills
Start-ups, Private Equity, Capital Markets, Private Placements, Pharmaceutical Industry, Strategic Planning, Pharmaceutical Sales, Financial Modeling, Due Diligence, Biotechnology, Medical Devices, Debt, Mergers, Managed Care, Portfolio Management, Strategy, Investment Banking, Mergers & Acquisitions, Corporate Finance, Negotiation, Management, Financial Analysis, Executive Management, Budgets
Education
American University - Kogod School of Business 1977 — 1981
Bachelor of Business Administration (BBA), Accounting and Finance
Steven Hocevar's Chase Securities Inc. Experience 1986 - 2001
Job Managing Director at HSBC Securities
Industry Banking
Experience
HSBC Securities 2006 - Present
Nomura Securities 2005 - 2006
JPMorgan Securities 2001 - 2005
Chase Securities Inc. 1986 - 2001
Skills
Fixed Income, Financial Reporting, Derivatives, Financial Analysis, Securities, Hedge Funds, Investment Banking, Bloomberg, Equities, Capital Markets, Financial Services, Portfolio Management, Asset Management, Banking, Risk Management
Education
Saint John's University 1986 — 1988
MBA, Accounting
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Finance
HSBC Securities 2006 - Present
Nomura Securities 2005 - 2006
JPMorgan Securities 2001 - 2005
Chase Securities Inc. 1986 - 2001
Skills
Fixed Income, Financial Reporting, Derivatives, Financial Analysis, Securities, Hedge Funds, Investment Banking, Bloomberg, Equities, Capital Markets, Financial Services, Portfolio Management, Asset Management, Banking, Risk Management
Education
Saint John's University 1986 — 1988
MBA, Accounting
Baruch College, City University of New York (CUNY) 1980 — 1984
BBA, Finance
Mark Sanko's Chase Securities Inc. Experience May 1994 - May 1997
Job
Industry Financial Services
Experience
AEA Investors LP 2008 - Present
Pridemark Paramedic Services LLC December 2008 - Present
Lehman Brothers September 2003 - August 2008
The Carlyle Group April 2002 - August 2003
Credit Suisse First Boston May 1997 - January 2002
Chase Securities Inc. May 1994 - May 1997
Stephen J. Cannell Productions, Inc. June 1989 - August 1993
Skills
Private Equity, Leveraged Finance, Corporate Finance, Credit Analysis, Mezzanine, High Yield, Capital Markets, Investment Banking, Alternative Investments, Valuation, LBO, Structured Finance, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
Rotterdam School of Management, Erasmus University
International Finance, International Management Program
University of Southern California
BS in Business Administration, Finance
Regis Jesuit High School
AEA Investors LP 2008 - Present
Pridemark Paramedic Services LLC December 2008 - Present
Lehman Brothers September 2003 - August 2008
The Carlyle Group April 2002 - August 2003
Credit Suisse First Boston May 1997 - January 2002
Chase Securities Inc. May 1994 - May 1997
Stephen J. Cannell Productions, Inc. June 1989 - August 1993
Skills
Private Equity, Leveraged Finance, Corporate Finance, Credit Analysis, Mezzanine, High Yield, Capital Markets, Investment Banking, Alternative Investments, Valuation, LBO, Structured Finance, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
Rotterdam School of Management, Erasmus University
International Finance, International Management Program
University of Southern California
BS in Business Administration, Finance
Regis Jesuit High School
Jan Buckler's Chase Securities Inc. Experience 1994 - 1996
Job Sr Vice President at DBRS
Industry Financial Services
Experience
DBRS August 2007 - Present
Bear Stearns 1999 - 2007
AIG Financial Products 1996 - 1999
Chase Securities Inc 1994 - 1996
Daiwa Securities 1991 - 1994
Salomon Brothers 1983 - 1991
Skills
MBS, Securitization, Structured Finance, Structured Products, Fixed Income, Bonds, Debt, ABS, Structuring, Risk Management, Financial Modeling, Derivatives, Credit, Financial Analysis, Risk, Mortgage, Alternative Investments, Asset Management, Capital Markets, Hedge Funds, Mortgage Lending, Market Risk, Financial Structuring, Equities, Bloomberg, Financial Risk, Investment Banking, Valuation, Securities
Education
Rensselaer Polytechnic Institute 1975 — 1980
PhD, Nuclear Engineering
Adelphi University 1973 — 1975
MS, Applied Mathematics
United States Merchant Marine Academy 1971 — 1975
BS, Marine Engineering
DBRS August 2007 - Present
Bear Stearns 1999 - 2007
AIG Financial Products 1996 - 1999
Chase Securities Inc 1994 - 1996
Daiwa Securities 1991 - 1994
Salomon Brothers 1983 - 1991
Skills
MBS, Securitization, Structured Finance, Structured Products, Fixed Income, Bonds, Debt, ABS, Structuring, Risk Management, Financial Modeling, Derivatives, Credit, Financial Analysis, Risk, Mortgage, Alternative Investments, Asset Management, Capital Markets, Hedge Funds, Mortgage Lending, Market Risk, Financial Structuring, Equities, Bloomberg, Financial Risk, Investment Banking, Valuation, Securities
Education
Rensselaer Polytechnic Institute 1975 — 1980
PhD, Nuclear Engineering
Adelphi University 1973 — 1975
MS, Applied Mathematics
United States Merchant Marine Academy 1971 — 1975
BS, Marine Engineering
Mi Yong Cho's Chase Securities Inc. Experience 1997 - 1999
Job Head of Compensation, Benefits & Analytics
Industry Human Resources
Experience
Two Sigma Investments 2010 - Present
Credit Suisse 2009 - 2010
Merrill Lynch 2003 - 2009
CIBC World Markets 1999 - 2001
Chase Securities Inc. 1997 - 1999
Education
Columbia University - Columbia Business School
MBA
Columbia University in the City of New York
BA, Economics
Two Sigma Investments 2010 - Present
Credit Suisse 2009 - 2010
Merrill Lynch 2003 - 2009
CIBC World Markets 1999 - 2001
Chase Securities Inc. 1997 - 1999
Education
Columbia University - Columbia Business School
MBA
Columbia University in the City of New York
BA, Economics
David Bradley's Chase Securities Inc. Experience 1991 - 2001
Job Global Head of Chemicals and Chairman of Industrials at Jefferies & Company
Industry Banking
Experience
Jefferies & Company Global Head of IndustrialsJefferies & CompanyFebruary 2011 - November 2013
Blackstone April 2009 - March 2011
UBS Securities April 2002 - March 2009
Chase Manhattan (now: JP Morgan Chase) 1991 - 2002
Henry Ansbacher June 1988 - December 2001
Chase Securities, Inc. 1991 - 2001
Barclays Bank PLC September 1984 - June 1988
Education
University of Birmingham 1981 — 1984
physics
University of Birmingham 1981 — 1984
physics
Sherburn High School 1974 — 1981
Jefferies & Company Global Head of IndustrialsJefferies & CompanyFebruary 2011 - November 2013
Blackstone April 2009 - March 2011
UBS Securities April 2002 - March 2009
Chase Manhattan (now: JP Morgan Chase) 1991 - 2002
Henry Ansbacher June 1988 - December 2001
Chase Securities, Inc. 1991 - 2001
Barclays Bank PLC September 1984 - June 1988
Education
University of Birmingham 1981 — 1984
physics
University of Birmingham 1981 — 1984
physics
Sherburn High School 1974 — 1981
James S. Lewis's Chase Securities Inc. Experience August 1991 - June 1998
Job Structured Trade & Export Finance, Asset Based Lending, Working Capital Finance
Industry Banking
Experience
Export-Import Bank of the United States October 2010 - Present
Deutsche Bank November 2006 - June 2009
JPMorgan Chase April 2005 - September 2006
AshWynne LLC December 2002 - April 2005
Lucent Technologies February 2001 - December 2002
ABN AMRO June 1998 - December 2000
Chase Securities, Inc. August 1991 - June 1998
The Chase Manhattan Bank April 1986 - August 1991
Skills
Loan Origination, Capital Markets, Structured Finance, Asset Based Lending, Finance, Loans, Securitization, Emerging Markets, Funding, Financial Structuring, Business Development, Credit Risk, Trade Finance
Education
University of Denver 1966 — 1970
BA, Political Science/Economics
Export-Import Bank of the United States October 2010 - Present
Deutsche Bank November 2006 - June 2009
JPMorgan Chase April 2005 - September 2006
AshWynne LLC December 2002 - April 2005
Lucent Technologies February 2001 - December 2002
ABN AMRO June 1998 - December 2000
Chase Securities, Inc. August 1991 - June 1998
The Chase Manhattan Bank April 1986 - August 1991
Skills
Loan Origination, Capital Markets, Structured Finance, Asset Based Lending, Finance, Loans, Securitization, Emerging Markets, Funding, Financial Structuring, Business Development, Credit Risk, Trade Finance
Education
University of Denver 1966 — 1970
BA, Political Science/Economics
Anton Schubert's Chase Securities Inc. Experience April 1987 - October 1999
Job Director at FTN Capital Markets
Industry Financial Services
Experience
FTN Capital Markets June 2010 - Present
Merrill Lynch April 2000 - March 2009
Chase Securities, Inc April 1987 - October 1999
European American Bank September 1984 - February 1987
Merrill Lynch March 1979 - August 1984
Skills
Fixed Income, Capital Markets, Trading, Money Market, Bonds
Education
Iona College 1978 — 1981
BA, International Politics
Power Memorial
FTN Capital Markets June 2010 - Present
Merrill Lynch April 2000 - March 2009
Chase Securities, Inc April 1987 - October 1999
European American Bank September 1984 - February 1987
Merrill Lynch March 1979 - August 1984
Skills
Fixed Income, Capital Markets, Trading, Money Market, Bonds
Education
Iona College 1978 — 1981
BA, International Politics
Power Memorial
Andy Mahder's Chase Securities Inc. Experience July 1987 - January 1997
Job Managing Director at Macquarie Capital
Industry Financial Services
Experience
Macquarie Capital March 2010 - Present
Credit Suisse February 1997 - October 2007
Chase Securities Inc July 1987 - January 1997
Skills
High Yield, Capital Markets, Leveraged Finance, Syndications, Fixed Income, Corporate Finance, Credit Analysis, Project Finance
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Duke University 1981 — 1985
BA, Economics
Macquarie Capital March 2010 - Present
Credit Suisse February 1997 - October 2007
Chase Securities Inc July 1987 - January 1997
Skills
High Yield, Capital Markets, Leveraged Finance, Syndications, Fixed Income, Corporate Finance, Credit Analysis, Project Finance
Education
Duke University - The Fuqua School of Business 1985 — 1987
MBA, Finance
Duke University 1981 — 1985
BA, Economics
Gerard Gerry Caldwell's Chase Securities Inc. Experience 1985 - 1996
Job Executive Director at Pierpont Securities
Industry Financial Services
Experience
Amherst Pierpont Securities May 2012 - Present
MF Global April 2009 - November 2011
Bank of America February 2007 - March 2009
Dresdner Klienwort 2004 - 2007
BNPParibas 1996 - 2004
Chase Securities Inc 1985 - 1996
Skills
Fixed Income, Electronic Trading, Risk Management, Banking, Trading Systems, Financial Markets, Financial Risk, Derivatives, Back Office, Financial Services, Securities, Trading, Hedge Funds, Operational Risk, Bloomberg, Bonds, Capital Markets, Equities, Prime Brokerage, Series 7, FX Options, Series 63, Options, Structured Products, Equity Derivatives, Asset Management, Alternative Investments, Investment Banking, Portfolio Management
Education
University of San Francisco 1978 — 1980
English, English Language and Literature, General
State University of New York at Stony Brook 1976 — 1978
Biology
Saint Mary's High School 1972 — 1976
Amherst Pierpont Securities May 2012 - Present
MF Global April 2009 - November 2011
Bank of America February 2007 - March 2009
Dresdner Klienwort 2004 - 2007
BNPParibas 1996 - 2004
Chase Securities Inc 1985 - 1996
Skills
Fixed Income, Electronic Trading, Risk Management, Banking, Trading Systems, Financial Markets, Financial Risk, Derivatives, Back Office, Financial Services, Securities, Trading, Hedge Funds, Operational Risk, Bloomberg, Bonds, Capital Markets, Equities, Prime Brokerage, Series 7, FX Options, Series 63, Options, Structured Products, Equity Derivatives, Asset Management, Alternative Investments, Investment Banking, Portfolio Management
Education
University of San Francisco 1978 — 1980
English, English Language and Literature, General
State University of New York at Stony Brook 1976 — 1978
Biology
Saint Mary's High School 1972 — 1976
Gregory Gatta's Chase Securities Inc. Experience September 1997 - November 1999
Job Chief Operations Officer at Philadelphia Energy Solutions LLC
Industry Oil & Energy
Experience
Philadelphia Energy Solutions, LLC September 2012 - Present
Blue Barn Partners, LLC September 2010 - August 2012
Basso Capital Management, L.P. July 2005 - August 2010
Pegasus Capital Advisors November 1999 - July 2005
Chase Securities, Inc. September 1997 - November 1999
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Strategy, Restructuring, Portfolio Management, Investments, Equities, Finance, Structured Finance, Financial Structuring, Strategic Planning, Valuation, Venture Capital, Mergers, Leveraged Finance, Business Development, Financial Analysis, Fixed Income, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA with Distinction, Business Administration and Management, General
Cornell University 1993 — 1997
B.S., Biological Sciences
Philadelphia Energy Solutions, LLC September 2012 - Present
Blue Barn Partners, LLC September 2010 - August 2012
Basso Capital Management, L.P. July 2005 - August 2010
Pegasus Capital Advisors November 1999 - July 2005
Chase Securities, Inc. September 1997 - November 1999
Skills
Mergers & Acquisitions, Private Equity, Corporate Finance, Strategy, Restructuring, Portfolio Management, Investments, Equities, Finance, Structured Finance, Financial Structuring, Strategic Planning, Valuation, Venture Capital, Mergers, Leveraged Finance, Business Development, Financial Analysis, Fixed Income, Financial Modeling
Education
Cornell University - S.C. Johnson Graduate School of Management 2010 — 2012
MBA with Distinction, Business Administration and Management, General
Cornell University 1993 — 1997
B.S., Biological Sciences
Russ Neumann's Chase Securities Inc. Experience 1974 - 1999
Job retired cfo at chase securutues inc.
Industry Accounting
Experience
chase March 1997 - 1999
Manufacturers Hanover Trust 1974 - 1999
Chase Securities Inc. 1974 - 1999
PRICEWATERHOUSE 1970 - 1974
Skills
Mergers & Acquisitions, Finance, Corporate Finance, Account Reconciliation, Accounting, Banking, Fixed Income, Process Improvement, Financial Analysis, Financial Services, Auditing, Securities, Internal Controls, Analysis, Business Analysis, Change Management, Budgets, Financial Accounting, Equities, Investment Banking, Forecasting, Due Diligence, Financial Risk, Investments
Education
Lehigh University - College of Business and Economics 1966 — 1970
Bachelor of Science (BS), BUSINESS &ECONOMICS
chase March 1997 - 1999
Manufacturers Hanover Trust 1974 - 1999
Chase Securities Inc. 1974 - 1999
PRICEWATERHOUSE 1970 - 1974
Skills
Mergers & Acquisitions, Finance, Corporate Finance, Account Reconciliation, Accounting, Banking, Fixed Income, Process Improvement, Financial Analysis, Financial Services, Auditing, Securities, Internal Controls, Analysis, Business Analysis, Change Management, Budgets, Financial Accounting, Equities, Investment Banking, Forecasting, Due Diligence, Financial Risk, Investments
Education
Lehigh University - College of Business and Economics 1966 — 1970
Bachelor of Science (BS), BUSINESS &ECONOMICS
Kenneth Leonczyk's Chase Securities Inc. Experience January 1989 - January 1991
Job Director at TD Securities
Industry Financial Services
Experience
TD Securities January 2012 - Present
Bank of America Merrill Lynch January 1998 - December 2011
Banc of America Securities LLC April 1992 - January 1998
Bear Stearns& Co. January 1991 - April 1992
Chase Securities, Inc. January 1989 - January 1991
Smith Barney, Harris Upham & Co. August 1981 - January 1989
Skills
Public Finance, Capital Markets, Local Government Finance, Higher Education Finance, Student Housing Finance, Nonprofit Finance, Utility Finance, Management, Series 7, Series 53, Series 63
Education
Princeton University
Bachelor of Arts, Cum Laude, Architecture and Urban Planning
University of Pennsylvania
Master of City Planning
The University of Texas at Austin
LBJ School of Public Affairs, Master of Public Affairs
TD Securities January 2012 - Present
Bank of America Merrill Lynch January 1998 - December 2011
Banc of America Securities LLC April 1992 - January 1998
Bear Stearns& Co. January 1991 - April 1992
Chase Securities, Inc. January 1989 - January 1991
Smith Barney, Harris Upham & Co. August 1981 - January 1989
Skills
Public Finance, Capital Markets, Local Government Finance, Higher Education Finance, Student Housing Finance, Nonprofit Finance, Utility Finance, Management, Series 7, Series 53, Series 63
Education
Princeton University
Bachelor of Arts, Cum Laude, Architecture and Urban Planning
University of Pennsylvania
Master of City Planning
The University of Texas at Austin
LBJ School of Public Affairs, Master of Public Affairs