Credit Suisse First Boston
Industry: Investment banking company
DescriptionCredit Suisse First Boston was the investment banking division of Credit Suisse Group, prior to 2006. It was active in investment banking, capital markets and financial services. Successor: Credit Suisse's investment banking division Headquarters: New York City, New York, United States Founded: 1988 Ceased operations: 2006 Parent organization: Credit Suisse AG
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Credit Suisse First Boston Employees
UBS Financial Services, Inc. November 2008 - Present
Jefferies & Company November 2004 - November 2008
Credit Suisse First Boston November 2000 - November 2004
Donaldson, Lufkin & Jenrette December 1992 - November 2000
Education
Lake Forest College 1987 — 1991
B.A., Economics
NRS a division of Accuity Inc. January 2009 - Present
Dow Jones Newswires May 2006 - December 2008
Reuters America 2000 - 2005
Credit Suisse First Boston 1992 - 2000
Education
Illinois State University
M.S., Economics/Political Science
Loyola University of Chicago
MBA, Finance
24/7 Skin Spa September 2013 - March 2014
24/7 Skin Spa October 2011 - September 2013
The Clorox Company January 2010 - February 2011
Preferred Child & Family Services/Walker Center March 2006 - June 2008
Credit Suisse First Boston February 1999 - September 1999
Saks Fifth Avenue April 1997 - January 1999
Skills
Talent Management, Change Management, Strategy, Strategic Planning, Management, Recruiting, Human Resources, Coaching, Interviews, Psychotherapy, Sales, Project Planning, Leadership
Education
Pacifica Graduate Institute 2005 — 2007
Master's Degree, Counseling Psychology
Hobart and William Smith Colleges 1988 — 1992
Bachelor of Arts, Literature
Kalnin Ventures LLC June 2014 - Present
Level 3 Communications January 2014 - June 2014
Level 3 Communications February 2012 - December 2013
PTT Exploration & Production January 2010 - July 2011
McKinsey & Company October 2005 - January 2010
Credit Suisse First Boston July 2000 - July 2003
Skills
Project Management, Financial analysis, Financial modeling, Presentation, Coaching, Business Strategy, Business Analysis, Competitive Analysis, Financial Analysis, Financial Modeling, Investments, Private Equity, Management Consulting, Mergers & Acquisitions, Due Diligence, Valuation, Start-ups, Analysis, Project Planning, Business Development, Corporate Finance, Business Planning, Corporate Development, Strategy, Management
Education
Kellogg School of Management 2004 — 2005
Master of Business Administration (MBA), Strategy
The University of Western Ontario - Richard Ivey School of Business 1996 — 2000
HBA, Finance, General
Materia 2012 - Present
Standard Chartered Bank 2009 - 2011
Morgan Stanley 2006 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Equities, Corporate Finance, Emerging Markets, Private Equity, Mergers, Investment Banking, Leveraged Finance, LBO, Mergers & Acquisitions, Project Finance, Strategy, Financial Services, Bonds, Finance
Education
Harvard University 1989 — 1993
AB, Government
SpaceX August 2015 - Present
Timet August 2007 - August 2015
TWI November 2004 - July 2007
Firth Rixson August 2004 - November 2004
Allvac April 2003 - June 2004
Clemson University December 2001 - March 2003
Loughborough University July 2000 - November 2001
Credit Suisse First Boston January 2000 - July 2000
Merrill Lynch January 1998 - July 1999
Skills
Materials, Aerospace, Metallurgy, Materials Science, Engineering, Manufacturing, Mechanical Testing, Titanium, Training, Project Management, Proposal Writing, Department Budgeting, R&D, Heat Treatment, Alloys, Characterization, Composites, Root Cause Analysis, Process Improvement, Management
Education
Imperial College London 1994 — 1997
Ph.D., Materials Science
Imperial College London 1993 — 1994
Master's degree, Materials Science
Queen Mary, U. of London 1990 — 1993
Bachelor of Engineering (B.Eng.), Materials Science
Educational Achievement, LLC September 2012 - Present
New York City Department of Education August 2006 - Present
Independent 2004 - 2006
Credit Suisse First Boston January 1999 - February 2003
Merrill Corporation January 1998 - January 1999
Skills
Management, Business Development, Project Management, Curriculum Design, Curriculum Development, Teaching, Teacher Training, Business Analysis, Public Speaking, Research, Business Planning, Technology Integration, Strategy, Analysis, Nonprofits, CRM, Fundraising, Finance, Leadership Development, Mergers, Mergers & Acquisitions
Education
Harvard University Graduate School of Education 2008 — 2009
continuing education, differentiation, teaching for understanding
New York University 2005 — 2006
MA, Education
University at Albany, SUNY
BA, Political Science and Sociology
Wyndham Worldwide Corporation August 2015 - Present
Wyndham Worldwide Corporation March 2012 - August 2015
PricewaterhouseCoopers May 2009 - September 2011
Independent Consultant November 2008 - April 2009
Merrill Lynch March 2006 - October 2008
Goldman Sachs 2005 - 2006
Credit Suisse First Boston 2000 - 2005
Freddie Mac June 1999 - August 1999
Skills
Valuation, Financial Structuring, Securitization, Investments, Portfolio Management, Finance, Structured Finance, Capital Markets, Trading, ABS, Structured Products, Fixed Income, Loans, Financial Advisory, Leveraged Finance, Accounting
Education
Keller Graduate School of Management 2009 — 2012
MAFM, Accounting
James Madison University 1996 — 2000
BS, Quantitative Finance with Concentrations in Math and Economics
Liberty High School 1992 — 1996
Taffet Consulting January 2014 - Present
Sapient Global Markets May 2014 - September 2014
Wells Fargo 2011 - 2014
Wells Fargo 2009 - 2011
Wachovia, a Wells Fargo Company 2006 - 2009
Wachovia Securities 2000 - 2006
Credit Suisse First Boston 1999 - 2000
Credit Suisse First Boston 1998 - 1999
Credit Suisse First Boston Pacific Limited 1996 - 1998
Credit Suisse First Boston 1986 - 1996
Skills
Derivatives, Prime Brokerage, Options, Back Office, Fixed Income, FX Options, Capital Markets, Middle Office, Operations Management, Brokerage, Interest Rate..., Commodity, Securities Lending, Equity Derivatives, Trading Systems, Swaps, Securities, Project Management, Futures, Clearing, Project Planning, Credit Derivatives, Collateral Management, Rates, Gmi, Calypso, Cash Management, Analysis, Business Requirements, Requirements Gathering, User Acceptance Testing, Relationship Management, Vendor Management, Sungard GMI, SDLC, Program Management, Dodd-Frank, Financial Services, Risk Management, Interest Rates, Management, Financial Markets
Education
Strayer University-North Carolina
Wachovia Leadership Training Program
Kingsborough Community College
Associates, Accounting
Sheepshead Bay High School
Self-employed Director, e-Business ReportingPrudential Financial2009 - 2013
Prudential Securities 2005 - 2009
Credit Suisse First Boston 2000 - 2005
JPMorgan Chase (Chemical Bank) 1996 - 2000
Skills
Project Management, Manage Client..., E-commerce, Business Process..., Business Analysis, Program Management, Business Strategy, Business Process..., Front Office Development, E-business, Back Office Automation
Education
Iona College 1999 — 2002
M.B.A., Strategic Management / Information Systems (dual major), with Distinction
Pace University 1992 — 1996
B.S., Computer Science, Magna cum laude
LinkedIn March 2015 - Present
eBay Inc April 2013 - March 2015
Trisysit.com September 2011 - February 2015
FedEx Services September 2010 - April 2013
JSC Global Solutions March 2009 - August 2010
Credit Suisse First Boston December 2005 - July 2007
Dell Computers December 2005 - October 2006
Skills
Project Management, Pricing Strategy, Pricing Analysis, Business Analysis, Product Development, Product Marketing, Data Warehousing, Business Process..., SAS programming, Business Strategy, Revenue Forecasting, Regression Analysis, Statistical Modeling, Data Analysis, Quantitative Analytics, Marketing Strategy, Marketing Analytics, Cluster Analysis, Tableau, Revenue Modeling, Sales Operations, PMP, Program Management, Forecasting, Market Research, SaaS, Analysis, Pricing, Segmentation, Leadership, Analytics
Education
Indian Institute of Technology (Banaras Hindu University), Varanasi
B.Tech
Indiana University - Kelley School of Business 2007 — 2009
MBA
Candlewood Investment Group, LP March 2015 - Present
Hudson Advisors, LLC December 2012 - March 2015
Mortgage Valuation Consulting February 2011 - September 2012
Navigant Consulting November 2008 - February 2011
Wamu Capital Corp February 2005 - 2008
Morgan Stanley December 2003 - February 2005
Credit Suisse First Boston July 2002 - May 2003
Deloitte & Touche July 2001 - June 2002
Skills
Structuring, Litigation Consulting, Residential Mortgages, Loans, MBS, Mortgage, Structured Finance, CDO, Valuation, ABS, Securities, Securitization, Bloomberg, Capital Markets, Trading, Mortgage Lending, Financial Structuring, Structured Products, Financial Services, Financial Modeling, Derivatives, Fixed Income, Loan Servicing, Credit, Bonds, Loan Origination, Investments, Funding, Investment Banking
Education
Lehigh University - College of Business and Economics 1997 — 2001
BS, Finance/Marketing Dual Major
Greens Farms Academy 1993 — 1997
RBC Capital Markets April 2011 - February 2012
Merrill Lynch October 2006 - August 2008
Barclays Capital 2004 - 2006
Credit Suisse First Boston March 2000 - March 2004
Lehman Brothers June 1998 - March 2000
Skills
SBO 2000, Whole Loan Accounting, Residential Mortgage..., Residential Mortgage..., Residential Mortgage..., Project Management, Microsoft Excel, Microsoft Access, Microsoft Project, Microsoft Word
Education
Ithaca College 1993 — 1997
Bachelor of Science (B.S.), Administration of Health Services
Fitzgerald & Associates, LLC 2009 - Present
Nyack College 2011 - 2012
Jones Lang LaSalle 2004 - 2009
Credit Suisse First Boston 1999 - 2003
Enron Capital & Trade Resources 1995 - 1999
Mobil Oil 1989 - 1993
Skills
Certified PMP (Project..., New Business Development, Financial Modeling, Financial Analysis, Budgeting, Customer Relations, Contract Negotiations, Strategy Development, Planning, Valuation, Portfolio Management, Cash Flow, Real Estate, Strategic Planning, Asset Management, Negotiation, Business Strategy, Analysis, Auditing, DB2/SQL, MS Office Expert Level, SOLID & Agile...
Education
Northwestern University - Kellogg School of Management 1993 — 1995
Master of Business Administration (MBA), Finance / Management & Strategy
Howard University 1984 — 1989
BBA, Information Systems
Oxon Hill High School
Canyon Partners, LLC 2006 - Present
Integrated Finance Limited 2004 - 2006
Western Asset Management 2003 - 2004
JP Morgan Chase 2001 - 2003
Credit Suisse First Boston 2000 - 2001
Moore Capital Management 1996 - 2000
Alliance Capital Management 1994 - 1996
Salomon Brothers 1989 - 1994
IIT Research Institute 1988 - 1989
Purolator Courier 1987 - 1988
Skills
Enterprise Architecture, Trading Systems, Cybersecurity, Software Development, Portfolio Management, IT Transformation, Electronic Trading, Operational Risk..., Credit Derivatives, Business Intelligence, Hedge Funds, IT Strategy, Disaster Recovery, Risk Management, Vendor Management, Data Center, Alternative Investments, Virtualization, Trading, Project Management, Fixed Income, Equities, Team Building, Management, Agile Methodologies, Private Equity, Organizational..., Investment Banking, Mutual Funds, Financial Services, Capital Markets, Salesforce.com, IT Operations, Business Relationship..., Data Warehousing, Quantitative Analytics, Thought Leadership, Integration, Business Process..., Legal Compliance, Operational Due..., Strategic Planning, Market Data, Telecommunications, Mergers & Acquisitions, Data Network Design, Cloud Computing, Product Management, Information Technology, Technology
Education
Ithaca College 1982 — 1987
BA, Computer Science
Morgan Stanley 2004 - Present
Credit Suisse First Boston 2000 - 2004
Bankers Trust/Deustche Bank 1996 - 2000
Telcordia Technologies 1992 - 1996
Dendrite International 1986 - 1992
Skills
Architecture, TCP/IP, Trading Systems, Fixed Income, Investment Banking, Sybase, Market Data, SDLC, Prime Brokerage, Management, Equities, Business Analysis, Software Project..., Leadership, Market Risk, Securities Lending, Consulting, Derivatives, Strategic Planning, Project Management, Architectural Design
Education
University of South Carolina-Columbia 1986 — 1988
M.S., Computer Science
University of Cincinnati 1984 — 1986
M.S., Materials Science
Indian Institute Of Technology 1979 — 1984
B.Tech, Metallurgical Engineering
Transist Impact Labs 创思实验室 September 2011 - Present
Qifang.cn August 2011 - Present
Qifang.cn August 2007 - August 2011
Two Contradictory Ideas, Inc. November 2006 - August 2007
Semiconductor Manufacturing International Corp. February 2004 - November 2006
Isomorphic 2003 - 2004
KNOWMADIC Integration Software Company August 2000 - January 2003
Knowmadic 2000 - 2003
Credit Suisse First Boston September 1998 - January 2000
ING Barings June 1997 - September 1998
Skills
Negotiation, Product Marketing, Due Diligence, CRM, Private Equity, Leadership, Start-ups, Management, Venture Capital, Business Development, Social Networking, Product Development, Market Research, Strategy, Entrepreneurship, Business Strategy, Creative Direction, Business Planning, Management Consulting, Mobile Applications, Finance, Social Entrepreneurship, New Business Development, Executive Management, Marketing, Marketing Strategy, Corporate Development, Networking, Change Management, Competitive Analysis, Mergers & Acquisitions, Digital Marketing, Mergers, Consulting, Social Innovation, Product Management, International Business, Strategic Partnerships, Go-to-market Strategy, Social Enterprise, Enterprise Software, Cloud Computing, Mobile Devices, Strategic Planning, SaaS, Sales, E-commerce, Deal Sourcing, Angel Investing, Emerging Markets
Education
TRIUM Global Executive MBA 2005 — 2007
MBA
HEC School of Management 2005 — 2007
MBA
London School of Economics and Political Science 2005 — 2007
MBA
New York University - Leonard N. Stern School of Business 2005 — 2007
MBA
Yale University 1991 — 1995
Bachelor of Arts
Yale University
Bachelor of Arts
Cook County April 2013 - Present
The Waterworks Group 2003 - June 2013
Cohen Financial 2000 - 2002
City of Chicago / Chicago Housing Authority 1997 - 2000
Credit Suisse First Boston 1997 - 1997
1st National Bank of Chicago 1995 - 1997
Skills
Real Estate Development, Real Estate Finance, Brokerage, Loans, Debt
Education
University of Notre Dame - Mendoza College of Business 2009 — 2011
MBA, Business
Howard University 1991 — 1995
BBA, Finance
Credit Suisse June 2014 - Present
Credit Suisse March 2014 - May 2014
Investment Research Innovations February 2013 - March 2014
Fitch Ratings October 2011 - January 2013
UBS Wealth Management April 2009 - October 2011
UBS Wealth Management January 2008 - April 2009
UBS Investment Bank June 2004 - December 2007
UBS Investment Bank September 2002 - June 2004
Credit Suisse First Boston October 1999 - October 2001
GE Capital July 1997 - September 1999
Skills
General Securities..., Product Development, Equity Research, Equities, Financial Modeling, Financial Analysis, Asset Management, Product Management, Bloomberg Terminal, Bloomberg, DCF, Securities, Industry Analysis, Corporate Finance, Financial Reporting, Asset Allocation, Wealth Management, Analysis, Series 7, Business Analysis, Equity Valuation, Investment Advisor..., Factset, Series 63, Series 24, Asset Managment, series 16, series 86, series 87, Supervisory Skills, Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Product Management..., General Securities..., Strategy, Financial Markets, Financial Advisory, Portfolio Management, Six Sigma, Datasets, Sector Coverage, Sector Research, Equity Research Analysis, Stock Research, US Equities, Editing, Compliance, Compliance Support
Education
Lehigh University - College of Business and Economics 1989 — 1993
BS, Finance
Syosset High School 1986 — 1989
BNY Mellon Investment Management May 2014 - Present
Combating Terrorism Center at West Point May 2014 - Present
Council on Foreign Relations 2011 - Present
George Washington University, Center for Cyber and Homeland Security 2011 - Present
Combating Terrorism Center at West Point 2010 - May 2014
United States Military Academy August 2008 - May 2014
Combating Terorrism Center at West Point 2008 - 2010
Credit Suisse First Boston 1999 - 2002
Federal Reserve Board 1997 - 1999
Skills
Global Tactical Asset..., Financial Markets, Global Macro, Capital Markets, Corporate Finance, Asset Management, Investment Strategies, Investment Management, Economics, International Economics, Research, Analysis, Strategy, Political Risk Analysis, Intelligence Analysis, Strategic Planning, Intelligence, Financial Risk, Risk Management, Business Strategy, Crisis Management, Leadership, Qualitative Research, Political Economy, Public Affairs, Foreign Policy, International Relations, Policy Analysis, Government, International Security, Political Science, Public Policy, National Security, Policy, Foreign Affairs, Diplomacy, Counterterrorism, Politics, International..., International..., Strategic Communications, Defense, Program Management, Stata, Africa, Economic Development, Program Evaluation, Capacity Building, European Union, Counterinsurgency
Education
University of Michigan 2004 — 2008
PhD, Public Policy and Political Science
King's College London, U. of London 2002 — 2004
MA, War Studies
The George Washington University 1996 — 1999
BBA, Finance
Tonatiuh Ranch 2007 - Present
Country Lifestyles, Ltd. 1992 - Present
Credit Suisse First Boston 1984 - 1986
Bankers Trusr Company December 1980 - January 1984
Skills
Strategic Planning, Marketing, Finance, Social Media Marketing, Management Consulting, Sales, Entrepreneurship, Retail, Selling, New Business Development, Customer Service, Residential Homes, Budgets, Small Business, Public Relations, Business Planning, Management, Business Strategy, Real Estate, Negotiation, Investment Properties, Start-ups, Business Development, Investments, Market Research, Strategy, Marketing Strategy, Leadership, Sustainability, Sellers
Education
University of Chicago 1973 — 1977
MBA, Finance and Marketing
Lake Forest College 1968 — 1973
Bachelor of Arts (BA), Mathematics and Art History
Lake Forest College 1968 — 1972
1972, Mathematics, Art History
Torquest Partners March 2002 - Present
TorQuest Partners March 2002 - Present
Credit Suisse First Boston June 2000 - February 2002
Education
Ivey Business School at Western University
Netsolace, Inc. August 2015 - Present
Softcard (acquired by Google) April 2012 - June 2015
UBS Investment Bank September 2000 - August 2011
UBS Investment Bank 2009 - 2011
UBS Investment Bank 2003 - 2009
UBS Investment Bank 2000 - 2003
GE Capital, Card Services April 1999 - August 2000
Spear Leeds & Kellogg (now Goldman Sachs) May 1995 - April 1999
Credit Suisse First Boston December 1991 - May 1995
Credit Suisse First Boston 1994 - 1995
Skills
Application Development, Application Delivery, Software Development, Software Project..., Software Design, SDLC, IT Management, IT Strategy, IT Operations, Team Leadership, Team Management, Team Building, Teamwork, Process Improvement, Investment Banking, FX, FX Options, Money Market, Clearing, Settlements, Back Office, Straight Through..., Program Management, Project Portfolio..., Stakeholder Management, Vendor Management, MS Project, SQL, Systems Analysis, Problem Solving, Global Deployment, PMO, PMP, Applications Delivery, Management, Project Management, Leadership, Project Planning, Business Analysis, Enterprise Architecture, Settlement, User Acceptance Testing, Risk Management
Education
Lehigh University 1985 — 1989
B.S., Finance, Computer Science
Interactive Brokers January 2012 - Present
Pacific Carbon Exchange 2010 - 2011
Citigroup June 2003 - September 2010
Credit Suisse First Boston January 2000 - May 2003
Skills
LICENCES Series 3, 7 &...
Education
Lehigh University
B.A., International Business
Chase January 2015 - Present
MetLife December 2013 - January 2015
Financial Sales Representative at North Coast Financial Group, an office of MetLife March 2009 - December 2013
Credit Suisse First Boston May 2008 - November 2008
Merrill Lynch April 2001 - June 2007
Skills
Investments, Fixed Income, Derivatives, Financial Services, Insurance, Securities, Asset Allocation, Credit, FINRA, Retirement, Management, Small Business, Credit Derivatives, Financial Risk, Employee Benefits, Retirement Planning, Fixed Annuities, Equities, Defined Benefit, Series 63, Mutual Funds, Series 7, Finance, Wealth Management, Life Insurance, Variable Annuities
Education
Hofstra University
BE, Aerospace Engineering
Hofstra University
MBA, Finance & Int'l Business
St. Pius X Prep
Regents & High School Diploma, College Prep School
Consumer Growth Partners January 2005 - Present
Credit Suisse First Boston July 1999 - December 2004
Goldman Sachs August 1992 - June 1999
Sanford C. Bernstein October 1988 - July 1992
Skills
Private Equity, Retail, Equity Research, Consumer Products, Financial Analysis, Investor Relations, Business Valuation, Business Strategy, M&A experience, IPO
Education
Harvard Law School 1969 — 1973
J.D.
University of Michigan 1965 — 1969
B.A., Economics
TD Bank north Pega ConsultantTD Banknorth2010 - Present
Credit Suisse First Boston January 2009 - December 2009
Education
Jawaharlal Nehru Technological University 2004 — 2007
B.Tech, Electronics&Computers
Minnesota School of Business
eBay Inc July 2015 - Present
Georgia-Pacific Corporation 2014 - June 2015
Georgia-Pacific Corporation 2011 - 2014
Georgia-Pacific LLC August 2008 - 2011
Credit Suisse First Boston September 2005 - August 2008
AIG January 2003 - June 2003
Goldman Sachs July 2001 - January 2003
Skills
Investment Banking, Structured Finance, Equities, Structured Products, Management, Strategic Planning, Derivatives, Corporate Law, Divestitures, Project Management, Due Diligence, Mergers & Acquisitions, Public Speaking, Management Consulting, Strategy, Leadership, Analysis, Finance, Investments, Business Strategy, Financial Modeling, Analytics, Business Development
Education
Yale Law School 2005 — 2008
JD
Howard University 1997 — 2001
B.B.A, Finance
Best Coast Wines, LLC January 2013 - Present
Vino Management April 2008 - Present
Thrive Capital March 2012 - June 2013
Narrative Science June 2012 - September 2012
Italian Wine Merchants April 2008 - June 2011
CIBC World Markets May 2006 - January 2008
Credit Suisse First Boston June 2004 - August 2004
Skills
Investment Banking, Business Analysis, Corporate Development, M&A experience, Investments, Emerging Markets, Asset Management, Capital Markets, Business Planning, Financial Modeling, Alternative Investments
Education
Kellogg Graduate School of Management 2011 — 2013
Master of Business Administration (M.B.A.)
Harvard University 2001 — 2005
AB
The Hill School 1998 — 2001
JPMorgan Chase 2009 - Present
JPMorgan Chase 2006 - 2009
MBNA / Bank of America 2004 - 2006
McKinsey & Company 1998 - 2004
US Capital Consulting 1992 - 1995
Credit Suisse First Boston 1989 - 1992
Skills
Credit Cards, P&L Management, Executive Management, Mergers, Operations Management, Home Lending, Auto Lending, Student Lending, Strategic Planning, Business Strategy, Operational Excellence, Lean Manufacturing, Supply Chain Management
Education
Harvard Law School 1995 — 1998
Juris Doctor, Corporate and Taxation
University of Notre Dame 1985 — 1989
Bachelor of Science (B.S.), Mechanical Engineering
Evergreen Credit Union September 2008 - Present
Praxes Group May 2005 - September 2008
Bedford Capital February 1990 - April 2005
Credit Suisse First Boston 1970 - 1990
Education
Massachusetts Institute of Technology - Sloan School of Management
Certificates
Harvard University Graduate School of Design
Certificates
New York University 1982 — 1986
MBA
Miami University
BA
Key Hyundai of Manchester, Key Hyundai of Milford April 2002 - Present
Microsoft 2001 - 2002
The Boston Company January 1998 - January 2000
Credit Suisse First Boston 1992 - 1998
Skills
Entrepreneurship, Entrepreneur, New Business Development, Team Building, Marketing Strategy, Customer Satisfaction, Business Planning, Sales, Strategic Planning, Time Management, Advertising, Operations Management, Business Development, Leadership Development, Management, Sales Management, Market Research, Business Strategy, Online Marketing, Start-ups, Retail, Social Media, Finance, Competitive Analysis, Automotive, Portfolio Management, Project Management, Mergers & Acquisitions, Negotiation, Customer Service, Social Media Marketing, Coaching, Sales Process, Public Relations, Small Business, Strategy, Automobile, Leadership, Marketing, Dealers, Account Management, B2B, Budgets, Profit, Contract Negotiation, Vehicles, Investments, Selling
Education
Lehigh University 1987 — 1992
Bachelor of Science, Finance
Lehigh University - College of Business and Economics 1987 — 1991
BS, Finance
Daniel Hand High School 1984 — 1987
New York-Presbyterian Hospital May 2015 - Present
Starpoint Solutions October 2014 - April 2015
Systemax September 2013 - October 2014
Gabriels Technology Solutions November 2011 - September 2013
Gabriels Technology Solutions June 2009 - November 2011
WeightWatchers.com September 2006 - August 2008
Stellar Services November 2005 - September 2006
Credit Suisse First Boston August 1998 - November 2005
Integrated Business Systems December 1995 - August 1998
Analysts International Corporation March 1993 - December 1995
Skills
Software Lifecycle..., Software Design, Web Design, Agile Project Management, Web Project Management, Project Planning, Scope Management, Problem Solving, Project Portfolio..., Client Engagement, Real Estate, Experienced Business..., Functional Decomposition, Workflow Diagrams, Agile & Waterfall..., Offshore Resource..., SDLC, Product Management, MS Project, Software Documentation, Microsoft SQL Server, Competitive Analysis, Management, Project Management, JavaScript, Business Analysis, Requirements Gathering, Requirements Analysis, PMP, Software Project..., Quality Assurance, PMO, SQL, Process Improvement, Database Design, Cross-functional Team..., Customer Engagement, Agile Methodologies, Microsoft Project
Education
Hofstra University 1986 — 1989
MBA, Information Systems
Hofstra University 1982 — 1986
BBA, Banking and Finance
Morgan Stanley April 2004 - February 2011
Credit Suisse First Boston September 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1998 - September 2000
Skills
Expertise in office..., Administrative..., Banking, Venture Capital, Marketing, Investments, Investment Banking, Equities, Spreadsheets, Derivatives, Budgets, Management
Education
Kingsborough Community College 1991 — 1993
Liberal Arts
Samuel J. Tilden High School 1984 — 1988
High School Diploma, Communication Arts Program
Natixis August 2015 - Present
Ackman-Ziff 2013 - 2015
Linden Capital Group 2011 - 2013
Barclays 2004 - 2011
Deutsche Bank 1988 - 2002
Credit Suisse First Boston 1986 - 1988
Skills
Real Estate Investment, Investments, Loan Origination, Investment Banking, Structured Finance, Financial Structuring, Financial Advisory, Investment Properties, Real Estate Economics, CMBS, Capital Markets, Portfolio Management, Mergers & Acquisitions, Equities, Loans, Mezzanine
Education
Indiana University Bloomington
Bachelor of Science (BS), Accounting and Finance
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance and Real Estate
Diligent June 2011 - Present
Royal Oak Capital Management October 2009 - December 2010
Nunami Services, LLC October 2008 - June 2009
Ampere Capital February 2002 - December 2008
Westway Capital July 2000 - December 2001
Keefe Managers, Inc March 1999 - July 2000
Credit Suisse First Boston June 1997 - February 1999
Smith Barney August 1992 - May 1997
Skills
Electronic Trading, Equities, Equity Trading, Series 7, Hedge Funds, Foreign Exchange, Global Macro, Capital Markets, Financial Markets, Options, Asset Management, Financial Services, Fixed Income, Bloomberg, Trading, Securities, Trading Systems, Market Data, Sales
Education
New York University - Leonard N. Stern School of Business 1990 — 1992
Master of Business Administration (MBA), Finance, General
Iona College 1983 — 1987
BS, Chemistry
Thomson Reuters June 2009 - Present
Reuters February 2006 - May 2009
GSA October 2003 - February 2006
Constellation Energy August 2003 - October 2003
Capital One March 2003 - August 2003
Capital One August 2001 - December 2002
Credit Suisse First Boston June 1999 - April 2001
Skills
Active Directory, Software Installation, Microsoft Exchange, ITIL, XP, Technical Support, Troubleshooting, Windows 7, Laptops, Blackberry, Help Desk Support, Lotus Notes, Servers, System Deployment, Disaster Recovery, Citrix, VMware, BMC Remedy, Windows XP
Education
Pace University-Pleasantville/Briarcliff Campus 1998 — 2001
BS, Computer Information Systems
LaGuardia Community College 1996 — 1998
A.A.S, Computer Programming and Systems
INTERNATIONAL ANALYST CORPORATION, East Stroudsburg, PA April 2009 - Present
JP Morgan Chase, Iselin, NJ January 2011 - May 2012
Vindigo April 2008 - September 2008
AIG - American International Group August 2007 - February 2008
Broadridge March 2007 - June 2007
CIT Group November 2005 - February 2007
Viacom/MTV Networks April 2005 - October 2005
Credit Suisse First Boston August 2002 - January 2005
Dun & Bradstreet March 2002 - August 2002
DoubleClick March 2000 - July 2001
Skills
SDLC, User Acceptance Testing, Software Quality..., Quality Assurance, Testing, Test Automation, Quality Center, Integration, Test Planning, Regression Testing, Software Documentation, Unix, PMP, Software Development, Oracle, Process Improvement, Test Cases, Web Applications, Requirements Analysis, XML, Quality Management, Test Management, Business Requirements, SharePoint, SQL, Change Management, Management, Databases, QTP, Manual Testing, Defect Tracking, .NET, Requirements Gathering, Agile Methodologies, Test Strategy, Software Project..., Agile Project Management, Program Management, Release Management, Linux, Waterfall, System Testing, Vendor Management, Project Management, Resource Management, Agile Testing, Business Analysis, JIRA, Visio, Data Migration
Education
Mount Sinai School of Medicine of New York University 2009 — 2009
Project Managment Certificate Course
New York University School of Continuing Professional Studies 1993 — 1994
University of Pennsylvania August 2010 - Present
Credit Suisse First Boston August 2008 - December 2008
UPS Supply Chain Solutions September 2007 - May 2008
Altana Pharma / Nycomed December 2006 - March 2007
Skills
Matlab
Education
University of Pennsylvania 2010 — 2015
Ph.D., Neuroscience, Psychology
Instituto Tecnológico de Aeronáutica - ITA 2010 — 2010
Masters, Electronics Engineering, Neuroscience
Massachusetts Institute of Technology 2009 — 2009
Visiting Student, Cognitive Science
Instituto Tecnológico de Aeronáutica - ITA 2004 — 2009
Bachelor's, Electronics Engineering
Education Management August 2015 - Present
Fordham University June 2010 - July 2015
management and academic consulting January 2008 - June 2013
Columbia University 2005 - 2010
Columbia Law School April 2002 - March 2008
Ford Foundation 1998 - 2000
Credit Suisse First Boston January 1984 - January 1998
Skills
Non-profits, Leadership, Strategic Planning, Higher Education, Grant Writing, Teaching, Research, Community Outreach, Public Speaking, Editing, Staff Development, Training, Program Development, Nonprofits, Career Counseling, Social Media, Curriculum Design, Grants, Curriculum Development, Fundraising, Volunteer Management, Student Affairs, Instructional Design, Leadership Development, Adult Education, Event Planning, Student Development, Tutoring, Educational Leadership, Academic Advising, Admissions, Academic Administration, Educational Technology, E-Learning, University Teaching, Resume Writing, Distance Learning, Faculty Development, Higher Education..., Program Management, Public speaking, Non profit
Education
University of California, Berkeley
Ph.D, English
Haverford College
BA, English
Verizon Wireless June 2007 - August 2011
Goldman Sachs June 2001 - June 2007
Credit Suisse First Boston March 2000 - June 2001
Bank of New York February 1997 - March 2000
American International Group September 1995 - February 1997
W&H Systems June 1993 - September 1995
Knowledge Information Systems November 1989 - May 1993
Skills
Sybase, J2EE, Java, C++, Agile, SOA, Systems Analysis, Unix, Web Services, SQL, Weblogic, Application Development, JMS, UML, Design Patterns, XML, C, EJB, Database Design, Struts, Spring, JSP, PL/SQL, Unix Shell Scripting, AJAX, OOAD, JDBC, Software Development, Servlets, Ant, SOAP, CVS, JUnit, Requirements Analysis, Software Project..., Distributed Systems, Java Enterprise Edition, Microsoft SQL Server, Web Applications, Integration
Education
Brooklyn College of CUNY 1987 — 1988
MS, Computer Science
Hefei University of Technology 1978 — 1982
BS, Computer Science
Credit Suisse First Boston September 2010 - Present
Technicolor July 2005 - September 2010
CNT (McData) January 2003 - July 2005
Transwitch Corporation July 2001 - January 2003
ViaGate Technologies April 2000 - July 2001
Widcomm Inc November 1998 - April 2000
Conexant Systems Inc January 1998 - November 1998
Uniden SRC February 1996 - January 1998
Hughes Software Systems January 1993 - January 1996
Education
Indian Institute of Science 1991 — 1993
MS, Electrical Communication Engineering
The Maharaja Sayajirao University of Baroda 1986 — 1991
BE, Electronics
Haidar Capital Management April 1997 - Present
Credit Suisse First Boston March 1994 - March 1997
Lehman Brothers February 1989 - March 1994
Drexel Burnham Lambert April 1986 - March 1989
Skills
Derivatives, Hedging, Options, Currency, Fixed Income, Global Macro, Hedge Funds, Trading, Alternative Investments, Investments, Asset Management, Managed Futures, Structured Products, Portfolio Management, Proprietary Trading, Trading Strategies
Education
The University of Chicago 1983 — 1986
Economics
Harvard University 1979 — 1983
AB/AM, Economics
Central High School of Philadelphia 1975 — 1979
BA
New View Advisors December 2011 - 2012
Auriga USA, LLC September 2010 - 2011
Bank of America February 2010 - June 2010
Anchor Street Mortgage, LLC June 2008 - February 2010
UBS May 2006 - May 2008
Credit Suisse First Boston 2004 - 2006
Centerline Capital Group 2003 - 2004
Skills
Structured Products, Residential Mortgages, Reverse Mortgages, Mortgage Banking, Mortgage Lending, Loan Origination, Fixed Income, Securitization, Tax Credits, New Business Development
Education
New York University 1997 — 2001
B.A.
Ithaca College 1996 — 1997
Columbus Group January 2011 - Present
JPMorgan Chase September 1998 - May 2001
Credit Suisse First Boston July 1996 - June 1998
KPMG Peat Marwick September 1991 - September 1995
Skills
Financial Reporting, Mergers, Accounting, Public Companies, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Financial Analysis, Mergers & Acquisitions, IFRS, Business Valuation, Financial Accounting, Cash Flow, Mineral Exploration, Private Equity, Gold, M&A experience, Management, Strategic Planning
Education
Huron University College 1986 — 1990
B.A., Diploma of Honors Standing, Economics
handsworth secondary school
Lori Kahn Consulting 2011 - Present
Philosophy Beauty, Coty Prestige 2008 - 2011
PetSmart 2006 - 2008
NARS Cosmetics, Shiseido 2002 - 2005
GlaxoSmithKline 1998 - 2001
Credit Suisse First Boston 1997 - 1998
Skills
Email Marketing, Web Analytics, Affiliate Marketing, SEM, Strategic Planning, SEO, Project Management, Contract Negotiation, Usability, E-commerce, Marketing Strategy, Digital Marketing, Market Research, Management, Product Development, Business Development, Marketing, Strategy, P&L Management, Brand Management, Product Marketing, PPC, Online Advertising, Retail, Advertising, Leadership, Entrepreneurship, Forecasting, Business Strategy, Social Media Marketing, Web Design, Sales, Multi-channel Marketing
Education
INSEAD 2002 — 2002
MBA, Marketing and Entrepreneurship focus (affiliated with Wharton), France and Singapore
College Consortium for International Studies, Study Abroad, Sevilla Spain
n/a, Spanish and Business
Rutgers, The State University of New Jersey-New Brunswick
BS, Industrial Engineering
Meredith Corporation 2006 - 2015
Sanders Morris Harris 2006 - 2006
Advest Corporate Finance 2002 - 2006
HSBC Securities 2000 - 2001
Credit Suisse First Boston 1999 - 2000
Prudential Securities 1996 - 1999
Barthco International 1991 - 1996
Skills
Financial Research, Customer Service, Account Management, Marketing, Editing, Accounts Payable, Event Planning, Proofreading, Social Media, Copy Editing, Advertising, Marketing Strategy, Integrated Marketing, Marketing Communications
Education
Katharine Gibbs School 1991 — 1991
Executive Assistant Training Program
Pace University-Pleasantville/Briarcliff Campus 1989 — 1990
Finance, General
BT Financial Group May 2012 - May 2013
Bank of New York Mellon January 2008 - September 2011
Mosaic Capital January 2006 - June 2006
Credit Suisse First Boston June 2002 - June 2005
Charles Schwab & Co. November 2000 - February 2002
Morgan Stanley Smith Barney December 1997 - September 2000
Skills
Investments, Marketing, Financial Modeling, Strategic Planning, Financial Analysis, Valuation, Investment Banking, Asset Managment, Private Equity, Competitive Analysis, Corporate Finance, Equities, Financial Services, Capital Markets, Asset Management, Leadership, Mutual Funds, Quantitative Analytics, Analytics, Analysis
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2005 — 2006
Master of Business Administration (M.B.A.), Finance
Hawaii Pacific University 1995 — 1999
Bachelor’s Degree, Finance
Natixis 2005 - July 2011
Avaya 2004 - 2005
Credit Suisse First Boston 2002 - 2004
Merrill Lynch 1999 - 2002
PaineWebber 1995 - 1999
Skills
Business Continuity, Risk Management, Operational Risk..., Business Continuity..., Disaster Recovery, IT Management, Information Security, Crisis Management, Project Management, Change Management, Financial Risk, Operational Risk, Vendor Management, Risk Assessment, Governance, Incident Management, Enterprise Risk..., PMO, Business Analysis, ITIL, Security, Information Security..., Portfolio Management, IT Audit, Sarbanes-Oxley Act, IT Strategy, Risk Analysis, Investment Banking, IT Service Management, Derivatives, SDLC, Program Management, Auditing, Integration, Data Center, Security Management
Education
James Madison University 1991 — 1995
BS
San Juan Asset Management, Inc. February 2014 - Present
Santander Securities, Inc. May 2005 - October 2010
Popular Securities, Inc May 1995 - April 2005
Credit Suisse First Boston September 1983 - May 1995
Skills
Capital Markets, Mergers & Acquisitions, Investment Banking, Fixed Income, Portfolio Management, Securities, Valuation, Alternative Investments, Investments, Strategic Financial..., Series 7, Finance, Financial Analysis, Asset Management, Trading, Strategic Planning, Banking, Wealth Management, Corporate Finance
Education
Indiana University Bloomington 1981 — 1983
Master of Business Administration (M.B.A.), Finance, General
Princeton University 1976 — 1980
Bachelor of Arts (BA), Economics
Academia Santa Teresita
Academia Santa Teresita
Sterling National Bank June 2010 - Present
Credit Suisse First Boston February 2005 - October 2007
Credit Suisse First Boston October 2004 - January 2005
Credit Suisse First Boston April 2002 - September 2004
U.S. Maintenance February 2000 - July 2001
Cendant Mortgage July 1997 - December 1999
Skills
Credit, Risk Management, Financial Services, Loan Origination, CRM, Sales, Negotiation, Financial Risk, Loans, Capital Markets, Cross-functional Team..., Mortgage Lending, Banking, Finance, Management, Budgets, Sales Management, Credit Analysis, Residential Mortgages, FHA, Customer Service, Mortgage Banking, Underwriting, Investments, Funding, Credit Risk, Executive Management, Loan Servicing, Relationship Management, Financial Analysis, Commercial Lending, Microsoft Excel, Portfolio Management
Education
King's College 1993 — 1997
B.S., Business Administration/ Economics
Daniels College of Business September 2012 - Present
Penn State University 2006 - 2012
Penn State University 2002 - 2006
Prudential Financial 2000 - 2000
The Winston Academy 1998 - 1999
First Southwest Company 1995 - 1998
Credit Suisse First Boston 1991 - 1995
Prudential Financial 1990 - 1991
Education
Penn State University 2006 — 2012
PhD, Organization & Management
Yale University - Yale School of Management 1988 — 1990
MBA, Finance, Public Policy
Harvard University 1979 — 1983
AB, Psychology & Social Relations
ACE Portal July 2009 - Present
Legumex Walker Inc. July 2011 - Present
Hayden Capital Corp September 2005 - Present
Oppenheimer & Co. January 2008 - February 2009
CIBC World Markets June 2004 - January 2008
Credit Suisse First Boston January 2002 - June 2004
Donaldson, Lufkin & Jenrette July 2001 - January 2002
Skills
Mergers & Acquisitions, Private Placements, Private Equity, Investment Banking, Capital Markets, Corporate Development, Equities, Investments, IPO, Portfolio Management, Structured Finance, Securities, Venture Capital
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
MBA
Queen's University 1991 — 1995
BScE, Mechanical Engineering
BB Inc. May 2015 - Present
Banister International December 2014 - April 2015
BB Inc. June 2013 - September 2014
Easy Systems, Inc May 2008 - January 2013
Gould & Ratner August 2004 - February 2005
Siegel, Moses & Schoenstadt, P.C June 2003 - August 2004
Zebra Construction Co., Inc January 2001 - February 2003
Credit Suisse First Boston February 2000 - August 2000
Kroll Associates April 1997 - February 2000
Transora 1998 - 2000
Skills
Public Speaking, Account Management, Editing, Social Media Marketing, Marketing, Social Media, Online Advertising, Social Networking, Public Relations, Facebook, Marketing Strategy, Sales, Customer Service, E-commerce, Management, Email Marketing
Education
Indiana University Bloomington
Bachelor’s Degree, Political Science, 3.5
Via.com January 2013 - Present
Tripfactory.com 2013 - Present
Via.com November 2005 - January 2013
Credit Suisse First Boston 2004 - 2005
BMW 2003 - 2004
Morgan Stanley 2000 - 2002
Citibank NA 1999 - 2000
Skills
Travel Management, Tourism, Web Services, E-commerce, Start-ups, Online Travel, Leadership, Tour Operators, Airlines, Management, Data Analysis, Business Development, Business Travel, Revenue Analysis, Vacation, Hotels, Leisure Travel, Team Management, Hospitality, Business Strategy, Leisure, Team Building, Hospitality Industry, Online Marketing, Online Advertising, Negotiation, Strategic Planning, Sales Management, Customer Satisfaction, Budgets, CRM, Market Research, Strategy, Competitive Analysis, B2B Marketing, SEO, Sales, Team Leadership, Product Management, New Business Development, Key Account Management, Marketing, Marketing Strategy, Marketing Management, Business Planning, Inspiring People, B2B, People Development, Lead Generation, Entrepreneurship
Education
Pursuing CFA - Level II 2004 — 2006
Level II, Capital Markets
Sri Venkateswara University 1992 — 1996
BS, Comp Sc.
Kendriya Vidyalaya 1989 — 1991
St Edwards School Shimla
Deutsche Bank August 2013 - November 2013
BARCLAYS (and former Lehman Brothers below) January 2001 - May 2013
Credit Suisse First Boston October 1999 - January 2001
Lehman Brothers March 1998 - September 1999
Skills
Administrative..., Banking, Outlook, Lotus Notes, Microsoft Excel, Travel Arrangements, Office Management, Credit, Access, Customer Service, Spreadsheets, Visio
Education
American Institute of Banking of Greater New York
Katherine Gibbs School
Secretarial Arts Degree
Citi June 2004 - Present
Credit Suisse First Boston November 1999 - June 2004
Deutsche Bank October 1998 - November 1999
Solutions with Technologies 1997 - 1998
Legg Mason July 1995 - July 1996
Skills
Business Continuity, Continuity Management, Recovery Strategies, Disaster Recovery, Business Continuity..., Risk Assessment, Financial Risk, Operational Risk..., Risk Management, Enterprise Risk..., Risk Modeling, Management, Crisis Management, Incident Management, Analysis, Business Analysis, Governance, Leadership, Expert Advisor, Consulting, Global Teams, Best Practices, Business Services, Regulatory Examinations, Written & Oral..., Vendor Management, Program Management, Strategic Planning, Project Management, Information Management, SharePoint, PowerPoint, Visio, Outlook, Microsoft Excel, Microsoft Word, Culture Change, Global Management, Mentoring, Service Continuity, Impact Assessment, Disaster Risk Reduction, Strategic Thinking
Education
Lehigh University 1992 — 1996
BS, Industrial Engineering
Columbia High School 1988 — 1992
Stabilis Energy, LLC May 2013 - Present
UBS 2004 - September 2010
Credit Suisse First Boston 1998 - 2004
Furash & Company 1993 - 1996
Skills
Mergers & Acquisitions, Valuation, Investment Banking, Financial Analysis, Entrepreneurship, Business Strategy, Due Diligence, Start-ups, Financial Modeling, Business Planning, Private Placements, Mergers, Corporate Finance, Business Modeling, Finance, Strategic Partnerships, Fundraising, Entrepreneur
Education
Northwestern University - Kellogg School of Management 1996 — 1998
MBA, Finance, Accounting, Management
Harvard University 1989 — 1993
Bachelor of Arts (B.A.)
McDowell High School 1985 — 1989
Memorial Sloan Kettering Cancer Center December 2014 - Present
New Century Transportation May 2011 - June 2014
New Century Transportation April 2004 - May 2011
Credit Suisse First Boston 1997 - 2002
Banque Paribas 1994 - 1997
J.P. Morgan April 1993 - March 1994
Skills
Sales Management, Contract Negotiation, Transportation, Logistics, Hedge Funds, Financial Analysis, Trucking, Forecasting, LTL, Financial Modeling, ROI Management, Strategic Financial..., Financial Reporting, Commissioning Management, Account Segmentation, Customer Profitability
Education
Tulane University - A.B. Freeman School of Business 1990 — 1992
MBA, Accounting, Marketing
Lafayette College 1985 — 1989
BA, Economics and business
AXA Distributors April 2010 - Present
AXA Distributors March 2004 - April 2010
AXA Distributors January 2002 - March 2004
Credit Suisse First Boston July 1999 - December 2001
Skills
Series 7, Series 24, Series 63, CRPC, Variable Annuities, Life Insurance, Mutual Funds, Structured Products, Managed Money, Retirement Planning, Qualified Retirement..., Alternative Investments, Investment Advisory, Income Protection, Business Strategy, Product Distribution, Marketing Strategy, Estate Planning, Wealth Management..., Wealth Preservation..., Multi-generational...
Education
Lafayette College 1995 — 1999
Bachelor of Arts (B.A.), Government & Law
Harding Loevner LP June 2014 - Present
Harding Loevner Management May 2011 - Present
Calamos Investments October 2003 - January 2011
Credit Suisse First Boston August 1999 - October 2003
ABN AMRO August 1998 - August 1999
M&T Bank June 1996 - August 1998
Skills
Asset Managment, Equity Research, Portfolio Management, Investments, Mutual Funds, Valuation, Equities
Education
Lafayette College 1992 — 1996
BA, Mathematics/Economics
Horowitz Group August 2010 - Present
LendAmend LLC April 2010 - August 2013
Oaktree Capital Management April 2007 - September 2009
Northrop Grumman Corporation September 2004 - March 2007
Credit Suisse First Boston October 2000 - January 2003
Robertson Stephens June 1998 - October 2000
Education
University of California, Los Angeles - The Anderson School of Management 2004 — 2006
MBA
Harvard College 1994 — 1998
BA, Economics
Fybr 2008 - Present
Boston Post Partners LLC May 2001 - 2008
Resolution, Inc. 2005 - 2006
Ranor, Inc. 2002 - 2005
Fabrico, Inc. 2001 - 2002
Credit Suisse First Boston 2000 - 2001
Donaldson Lufkin & Jenrette 1999 - 2001
Inventice Nove Mesto spol. s.r.o July 1994 - July 1998
Morgan Stanley & Co. 1992 - 1994
Skills
Developing Feasible..., Recruiting strong..., Capital Raising, Rowing Coaching, Lumber Jacking, Organic Gardening, Raising Good Kids, Financial Analysis, Production Management, Budgeting, Strategic Planning, Negotiation, Coaching, Marketing Strategy, Mergers, Customer Relations, Program Management, Business Planning, Business Strategy, Team Building, Budgets, Customer Service, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Pricing, Start-ups, Process Improvement, Production Managment, Strategy, Management, Finance, Business Development, Analysis, Leadership, Competitive Analysis, Financial Modeling
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Cambridge 1991 — 1992
Bachelor of Laws (LLB)
Harvard University 1987 — 1991
BA
The Westminster Schools 1980 — 1987
Enterprise Community Partners January 2011 - Present
Enterprise Community Partners October 2009 - January 2011
Merrill Lynch April 2002 - August 2009
ACCION New York December 1997 - April 2002
Credit Suisse First Boston July 1993 - June 1996
Merrill Lynch June 1985 - July 1993
Education
Harvard Kennedy School of Government
Master in Public Administration, Non-Profit Management and International Development
University of Illinois at Urbana-Champaign
Bachelor of Science
Interscape Technologies Inc September 1998 - Present
Interscape Technologies Inc. August 2011 - October 2011
EMC Corporation -Subcontracting as Interscape Technologies Inc. September 2002 - October 2011
Credit Suisse September 2009 - October 2010
Goldman Sachs October 2002 - November 2008
Goldman Sachs 1993 - 2008
Credit Suisse First Boston July 2001 - November 2002
DATEK online 1997 - 2000
Datek/Ameritrade 1996 - 1999
AT&T June 1996 - June 1998
Skills
Storage Consolidation, Cloud computing, SAN Assessments, Storage Architecture, Capacity Planning, Team Management, SAN, VMware, Storage Virtualization, Replication, NetApp, NAS, Storage, Storage Area Networks, Solaris, Windows Server, EMC Storage, Unix, Environmental Impact..., Symmetrix, Cloud Computing, Data Analysis, Business Continuity, Infrastructure, System Architecture, Virtualization, Technical Architecture, Disaster Recovery, Data Center, Enterprise Storage, Cisco Technologies, Enterprise Software, System Administration, Databases, Enterprise Architecture, High Availability, Hardware, IT Service Management, Oracle, Performance Tuning, Microsoft Exchange, Architectures, Switches, Cluster, Data Migration, Shell Scripting, Architecture
Education
New Jersey Institute of Technology 1986 — 1989
M.S., Computer Science
Stockton University 1983 — 1984
B.S., Computer Science
University of Calcutta 1980 — 1983
B.Sc., Physics
Kendriya Vidyalaya 1976 — 1980
High School, English, Biology, Science, PHysics, Chemistry, Hindi
Caerus Global Investors January 2010 - Present
Fenway Partners June 2007 - January 2010
Tuck School of Business at Dartmouth College September 2005 - June 2007
Amaranth Advisors LLC June 2006 - August 2006
EdgeStone Capital Partners January 2003 - May 2005
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2002
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Business Administration
Ivey Business School at Western University 1998 — 2000
HBA, Business
Queen's University 1996 — 1998
B.Comm, General Business Adminstration
Appleby College
Aegis Capital Corp. August 2013 - Present
Capitol Securities Management Inc. January 2013 - July 2013
Capitol Securities & Associates, Inc February 2012 - January 2013
Fortitude Investment Group LLC. August 2007 - February 2012
Credit Suisse First Boston April 1999 - March 2007
Lehman Brothers September 1996 - April 1999
Skills
Equities, Securities, Equity Trading, Investment Strategies, Wealth, Series 7, Options, Hedge Funds, Trading, Asset Managment, Alternative Investments, Bloomberg, Mutual Funds, Investments, Portfolio Management, Capital Markets, FINRA, Asset Allocation, Wealth Management, Fixed Income, ETFs, Investment Advisory, Series 24, Bonds, Retirement Planning, Series 63, Series 65, Uniform Combined State..., Financial Advisory, Wealth Management..., Financial Markets, Electronic Trading, Strategic Financial..., Financial Services, Investment Banking, Trading Systems, Retirement, Private Equity, Proprietary Trading, Risk Management
Education
Le Moyne College 1981 — 1985
Bachelor's of Science, Finance
New York Institute of Finance 1985 — 1988
Wells Fargo Advisors, LLC March 2005 — Present
Credit Suisse First Boston January 2000 — February 2002
DWS Investments July 1996 — October 1999
Skills
Retirement Planning, Financial Analysis, Investments, Asset Allocation, IRAs
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance
Indiana University Bloomington 1992 — 1996
BA, Finance
Dunlap High School 1988 — 1992
General education
Tiger Global Management September 2014 - July 2015
Cato Partners May 2008 - May 2011
Earth Class Mail Corp. 2004 - June 2009
2K Advisors March 2007 - April 2008
Susquehanna International Group June 2004 - February 2007
Viking Global Investors January 2003 - December 2003
Bear Stearns August 1999 - December 2002
Credit Suisse First Boston July 1998 - July 1999
Skills
Analysis, Corporate Finance, Telecommunications, Investments, Equities, Start-ups, Mergers & Acquisitions, Strategy, Financial Modeling, Due Diligence
Education
Harvard University 1993 — 1998
BA
Luminate Capital Partners March 2015 - Present
Thoma Bravo February 2014 - March 2015
United States Attorney's Office July 2003 - February 2014
Esprit de Corps July 2001 - July 2003
Thomas Weisel Partners January 1999 - March 2001
Nationsbanc Montgomery Securities July 1998 - January 1999
Skadden Arps (M&A/NY) & Wilson Sonsini (Palo Alto) June 1997 - August 1997
Credit Suisse First Boston July 1993 - July 1995
Education
Harvard Law School 1995 — 1998
JD, Law
University of Virginia 1989 — 1993
Bachelor's Degree, Echols Scholar-- Economics/History
Apple Inc. November 2003 - Present
Oracle Corporation October 2001 - October 2003
Aristasoft Corporation August 2000 - October 2001
Credit Suisse First Boston 1997 - July 2000
Skills
SaaS, Product Marketing, Strategy, Leadership, Cross-functional Team..., Enterprise Software, Analysis, Product Management, Cloud Computing, Business Strategy, Business Intelligence, Integration, Software Project..., Program Management, Software Development, Start-ups, Analytics
Education
Santa Clara University - Leavey School of Business 2007 — 2011
MBA
University of Michigan 1996 — 1997
MS
Indian Institute Of Technology 1991 — 1995
B.S.
Caris & Company July 2007 - February 2012
The Aequitas Group June 2004 - June 2007
Caris & Company May 2003 - May 2004
Credit Suisse First Boston June 2000 - January 2002
Skills
Investment Banking, Valuation, Equity Research, Financial Modeling, Financial Projections, Financial Analysis, Mergers & Acquisitions, Corporate Finance, Project Management, Team Management, Client Relationship..., Drug, Device and...
Education
Institute of Management Accountants 2012 — 2013
Certified Management Accountant
CFA Institute
Chartered Financial Analyst (CFA) Charterholder
Huron University College 1995 — 1999
Bachelor of Arts (Honors), Economics
Swiss Re April 2013 - Present
Swiss Re December 2008 - December 2011
Swiss Re May 2005 - December 2008
Credit Suisse First Boston October 2003 - May 2005
Credit Suisse First Boston April 2002 - October 2003
Gore 1993 - 2000
Skills
Troubleshooting, Portfolio Management, Project Management, Business Analysis, Project Portfolio..., Change Management, SDLC, IT Strategy, Risk Management, Reinsurance, Vendor Management, IT Outsourcing, IT Relationship..., IT Management, ITIL, Process Improvement, IT Service Management, Enterprise Architecture, Analysis, Disaster Recovery, Outsourcing, Leadership, Integration, Governance, Infrastructure, Program Management
Education
Villanova University 2000 — 2002
M.S., Computer Science, 3.9
Lehigh University 1989 — 1993
B.S., Materials Science & Engineering, 3.1
Industry Capital Advisors, LLC. January 2014 - Present
Meridian Circle Advisors, LLC August 2009 - Present
Houston Mayor's International Trade and Development Council March 2011 - Present
Sfile Corporation August 2009 - June 2013
WestLB AG August 2007 - August 2009
Hope Initiative 2002 - 2008
Miletus Ventures June 2006 - August 2007
Sanders Morris Harris April 2001 - June 2006
Security Capital Group September 1999 - December 2000
Credit Suisse First Boston June 1997 - October 1997
Skills
Project Finance, Mergers, Leveraged Finance, Principal Investing, Finance, Investment Banking, Capital Markets, Financial Structuring, Private Equity, Venture Capital, Mergers & Acquisitions, Restructuring, Portfolio Management, Business Planning, Analysis, Credit, Trading, IPO, Corporate Finance, Financial Accounting, Capital, Business Valuation, Strategy, Funding, Acquisitions, Equities, Energy, Bloomberg, Securities, Hedge Funds, Investor Relations, Due Diligence, Fixed Income, Forecasting, Renewable Energy, Divestitures, Financial Modeling, Emerging Markets, Executive Management, Joint Ventures, Investments, Strategic Consulting, Financial Analysis, Valuation, Private Placements, Asset Management, Corporate Development, Growth Capital, Structured Finance, Alternative Investments
Education
The University of Chicago 1995 — 1999
BA
Harvard University 1994 — 1994
Program Certification
J.P. Morgan October 2013 - Present
Credit Suisse October 2011 - September 2013
Credit Suisse First Boston April 2009 - October 2011
Synechron Inc May 2002 - April 2010
FXall March 2008 - March 2009
Deutsche Bank September 2006 - February 2008
Washington Mutual January 2005 - August 2006
Wachovia 2004 - 2005
G-Trade BNY 2002 - 2005
Skills
Program Management, Project Management, SDLC, Leadership, Business Analysis, Enterprise Architecture, Software Project..., Requirements Analysis, Agile Methodologies, Java, IT Strategy, Vendor Management, SOA, Solution Architecture, Management
Education
University of Pune 1995 — 1999
B.E., E & TC
Indian Institute of Management, Bangalore
Easy As Pi, Inc. May 2015 - Present
CPP Investment Board August 2011 - April 2015
Infrastructure Project Development Facility - Ministry of Finance June 2010 - August 2010
Quadrangle Group 2006 - 2008
Gleacher Partners 2004 - 2006
Credit Suisse First Boston 2003 - 2003
Skills
Policy Analysis, Private Equity, Valuation, Macroeconomics, Strategy
Education
Harvard University Kennedy School of Government 2009 — 2011
MPA-ID, International Development Program
University of Pennsylvania 2000 — 2004
Bachelor's Degree, International Studies, 3.9
University of Pennsylvania - The Wharton School 2000 — 2004
Bachelor's Degree, Economics, 3.9
Chicago Tribune Media Group November 2014 - Present
Chicago Tribune Media Group June 2012 - October 2014
Hoy Newspaper November 2010 - August 2012
Hoy Newspaper, (Tribune Publishing) 2007 - March 2011
Hoy Newspaper August 2005 - July 2007
Careerbuilder.com June 2004 - July 2005
Credit Suisse First Boston May 2003 - September 2003
Skills
Advertising, New Business Development, Integrated Marketing, Sales, Digital Media, Sales Management, Social Media Marketing, Account Management, Online Advertising, Strategic Planning, Marketing Strategy, Marketing, Team Leadership, Customer Service, Social Media, Event Management, Social Networking, Public Relations, Lead Generation, Advertising Sales, Media Planning
Education
Lawrence University 2000 — 2004
History/Spanish
Northridge Prep 1994 — 2000
IBM April 2014 - Present
IBM July 2010 - April 2014
Schoelkopf Lab at Yale University September 2005 - May 2010
Credit Suisse First Boston June 2005 - September 2005
Bell Labs Lucent Technologies June 2002 - September 2002
Skills
Physics, Mathematica, LaTeX, Matlab, Nanotechnology, Data Analysis, Labview, Superconductors, Quantum Computing, Quantum Information, Quantum Mechanics, Experimental Physics, Research, Thin Films, LabVIEW, Materials Science
Education
Yale University 2005 — 2010
Ph.D, Physics
Harvard University 2004 — 2005
MS, Applied Mathematics
Harvard University 2001 — 2005
AB, Physics
Clearline Capital November 2014 - Present
Shou Capital LLC January 2013 - November 2014
Standard General LP July 2010 - January 2013
Credit Suisse June 2009 - July 2010
Credit Suisse First Boston June 2008 - August 2008
Willkie Farr & Gallagher LLP May 2007 - August 2007
Skills
Asset Managment, Capital Markets, Investment Banking, Investments, Restructuring, Leveraged Finance, Private Equity, Hedge Funds, Valuation, Corporate Finance, Equities, Financial Modeling, Due Diligence, Alternative Investments, Mergers & Acquisitions, Securities, Asset Management
Education
Harvard Law School 2006 — 2009
Doctor of Law (J.D.)
University of Virginia 2002 — 2006
Bachelor of Arts, Economics and History
Oaktree Capital Management September 2012 - Present
Mesa West Capital May 2006 - August 2012
Credit Suisse First Boston June 2001 - May 2006
Education
Hobart and William Smith Colleges 1997 — 2001
Economics and Pre-law
Northeastern University 1997 — 1998
Business
Dillon Read Capital Management 2006 - 2007
Credit Suisse First Boston 2004 - 2006
Credit Suisse 2004 - 2006
Credit Suisse First Boston (formerly DLJ) 2004 - 2006
Countrywide Securities Corporation 2002 - 2004
Countrywide Home Loans 2002 - 2004
CIBC World Markets (Formerly Oppenheimer & Co) 1995 - 1998
CIBC Oppenheimer 1995 - 1998
Mabon Securities 1989 - 1994
Skills
Portfolio Management, MBS, Mortgage Lending, Structured Finance, Securities, Investments, Mortgage Banking, Equities, Loans, Derivatives, Trading, Structured Products, Capital Markets, Investment Banking, Credit, Residential Mortgages, Fixed Income, Asset Management, Management
Education
Hofstra University 1976 — 1981
bba, finance
Team TIBCO June 2005 - Present
Bonny Doon Vineyard 2003 - 2005
Credit Suisse First Boston 2000 - 2003
Canadian National team August 1993 - February 2000
Alex. Brown & Sons September 1988 - July 1993
First Boston June 1987 - September 1987
Morgan Stanley June 1984 - June 1986
Skills
Sales Management, Venture Capital, Marketing Strategy, New Business Development, Start-ups, Strategic Planning, Public Speaking, Social Media Marketing, Budgets, Customer Service, Event Management, SaaS, Strategic Partnerships, Marketing, Business Development, Leadership, Entrepreneurship, Strategy, Product Marketing, Product Management, Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Business
Ivey Business School at Western University 1980 — 1984
HBA, Business
Credit Suisse Managing Director, Mortgage TradingCredit Suisse2003 - Present
Credit Suisse First Boston (formerly DLJ) 2003 - Present
Credit Suisse First Boston 2002 - Present
Skills
Trading, Structured Products, Securitization, Mortgage Lending
Education
Lehigh University 1998 — 2002
Lehigh University - College of Business and Economics 1998 — 2002
BS, Finance
Fidelity Investments May 2014 - Present
PRA International May 2012 - May 2014
Credit Suisse First Boston July 2008 - May 2012
Resource well July 2008 - May 2010
Infosys Tech Ltd June 2003 - February 2008
ABN AMRO 2005 - 2008
Skills
Databases, Unix, Unix Shell Scripting, Microsoft SQL Server, Business Analysis, Performance Tuning, ETL, Testing, Systems Analysis, Datastage, XML, Database Design, Oracle PL/SQL..., Analytics, PL/SQL, Mainframe, Business Intelligence, Requirements Gathering, Crystal Reports, OBIEE, Informatica, Oracle, Data Warehousing, SQL
Education
National Institute of Technology Rourkela 1999 — 2003
Bachelor of Technology (B.Tech.), Applied Electronics and Instrumentation Engg.
Kendriya Vidyalaya 1985 — 1996
10th, Secondary
Cassini Systems Ltd September 2013 - Present
Advent Software January 2012 - June 2013
Advent Software March 2011 - January 2012
Syncova Solutions July 2004 - June 2011
Credit Suisse First Boston September 1999 - June 2004
Merrill Lynch Europe Ltd 1994 - 1996
Merrill Lynch 1993 - 1996
i-Tech Solutions 1992 - 1994
Skills
Trading Systems, Hedge Funds, Prime Brokerage, Equities, Derivatives, Fixed Income, Enterprise Software, Portfolio Management, SaaS, Business Analysis, Product Management, Margin, Central Clearing, CCP, Clearing Houses, OTC, Software Project..., Securities Lending, Market Data, Options, Back Office, Business Development, Product Innovation, Collateral Management, Start-ups
Education
Imperial College London 1988 — 1992
BSC(Eng), Computer Science
Barclays Capital January 2005 - Present
Doyle New York June 2003 - December 2004
Credit Suisse First Boston November 1999 - June 2002
NASD January 1998 - November 1999
Skills
Securities, Series 7, Capital Markets, Investment Banking, Conflicts, Series 24, Equities, Series 63, Asset Managment
Education
Lehigh University 1989 — 1993
BA, International Relations, Government
AT&T April 2014 - Present
NextWave Telecommunications January 2011 - March 2014
KT - Korea Telecom May 2011 - January 2012
British Telecom March 2006 - December 2010
Credit Suisse First Boston August 2000 - March 2006
U S WEST July 1994 - July 2000
Skills
Telecommunications, Pre-sales, VoIP, Solution Architecture, Service Delivery, Mobile Devices, Project Management, Offshore Management, Agile & Waterfall..., Managing Project Budgets, IT Cost Optimization, Resource Optimization, Service Oriented..., Enterprise Systems..., Large Systems Design, Large Systems..., Systems Analysis, Relational Databases, Object Oriented Design, Anti Money Laundering, Compliance, Process Improvement, Credit Default Swaps, HR Software, Cross-functional Team..., Matrix Management, Team Building, Mentoring, Expert Systems, Unified Communications, SIP, Iterative Methodologies, SDLC, Agile Methodologies, Software Development, Oracle, Enterprise Architecture, Requirements Gathering, Strategy, Management, IT Strategy, System Architecture, Open Source Software
Education
Louisiana State University 1992 — 1994
MS
Osmania University 1987 — 1991
BE (BS)
Kendriya Vidyalaya
Natixis North America September 2003 - Present
Credit Suisse First Boston 1998 - 2003
Skills
Disaster Recovery
Education
Keene State College 1990 — 1994
BS, Computer Science
Bethel High school 1987 — 1991
Bank of Tokyo-Mitsubishi UFJ November 2011 - Present
CLS Bank International September 2010 - November 2011
ForexManage October 2007 - June 2008
Fimat USA LLC 2000 - 2006
Commonwealth Bank of Australia 1996 - 2000
Credit Suisse First Boston 1992 - 1995
Chemical Bank 1991 - 1992
Skills
FX Options, Back Office, Middle Office, Derivatives, SWIFT payments, Trading, Fixed Income, Risk Management, Electronic Trading, Prime Brokerage, FX trading, Swaps, Banking, Financial Markets, Foreign Exchange, Bloomberg, Trading Systems, Settlement, Capital Markets, Options, Commodity, Currency, Financial Risk, Money Market, Interest Rate..., Market Risk, Equity Derivatives, Market Data, Hedging, Credit Derivatives, Bonds
Education
Empire State College 2009 — 2011
B.S., Business Management & Economics
Kingsborough Community College 1982 — 1985
NEPC September 2010 - Present
Mercer December 2004 - September 2010
Credit Suisse First Boston 2001 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2001
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Investment Management, Asset Allocation, Pension Funds, Asset Management, Capital Markets, Securities, Investment Strategies, Fixed Income, Investment Advisory, Mutual Funds, Private Equity
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Howard University 1990 — 1994
Bachelor of Arts (B.A.)
Paulson & Co. 2002 - Present
Wit Soundview 2000 - 2001
Credit Suisse First Boston 1998 - 2000
Fried Frank Harris Shriver & Jacobson 1995 - 1998
Jeffrey D. Sachs & Associates 1992 - 1992
The White House June 1991 - August 1991
The White House June 1990 - August 1990
Skills
Mergers, Capital Markets, Investment Banking, Securities, Hedge Funds, Merger Arbitrage, Distressed Investing, Public Policy, Equities, Fixed Income, Arbitrage, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Private Equity
Education
Harvard Law School 1992 — 1995
J.D. 1995, Law
Harvard University 1988 — 1992
B.A. 1992, Economics, Russian & Soviet Studies
Newark Academy
Archer Gunsight 2013 - Present
Royal Dutch Shell January 2005 - 2013
DTE Energy 2003 - 2005
EL PASO CORPORATION January 2000 - January 2003
CREDIT SUISSE FIRST BOSTON January 1998 - January 2000
SALOMON SMITH BARNEY/CITIGROUP January 1994 - January 1998
THE FIRST BOSTON CORPORATION January 1989 - January 1991
Skills
Financial Planning, Corporate Finance, Financial Modeling, Capital Budgeting, Valuation, Strategic Planning, Joint Ventures, Divestitures, Due Diligence, Petroleum, Mergers, Private Equity, Project Finance, Energy, Acquisitions, Corporate Development, Strategy, Contract Negotiation, Financial Structuring, Oil, Renewable Energy, Midstream, Power Generation, New Business Development, C-Level Relationships, Investment Banking, Mergers & Acquisitions, Shale Gas, MLP, LBO, E&P
Education
The University of Texas School of Law 1991 — 1994
Juris Doctor, Law
Howard University 1985 — 1989
BBA, Accounting
KCG Holdings, Inc. January 2013 - Present
Nomura International September 2010 - January 2013
Knight Equity Markets December 2008 - September 2010
Lehman Brothers April 2007 - October 2008
Deutsche Bank November 2004 - April 2007
Credit Suisse First Boston March 2003 - November 2004
Telcordia Technologies April 1999 - December 2002
Skills
FIX protocol, Perl, UNIX, Equities Technology, Front Office Trading..., Middle office, Front Office Trading..., QDB, Q, Sybase, Global Team Management, Trading, FIX, Middle Office, Electronic Trading, Low Latency, Management, SDLC, Trading Systems, Equity Trading, Prime Brokerage, Unix, Market Data
Education
Rensselaer Polytechnic Institute 1997 — 1999
MS, Electrical Engineering
Indian Institute of Technology, Kanpur 1993 — 1997
B. Tech, Electrical Engineering
Kendriya Vidyalaya 1981 — 1993
High School
Tradd Street Management August 2014 - Present
Prudent Management Associates 1998 - Present
Credit Suisse First Boston 1993 - 1998
Swiss Bank Corporation 1992 - 1993
Prudential Securities 1985 - 1991
Skills
Investment Advisory, Entrepreneurship, Private Equity, Investments, Investment Management, Small Business, Investment Strategies, Asset Management, Asset Allocation
Education
University of Virginia - Darden Graduate School of Business Administration 1982 — 1984
MBA
Harvard University 1977 — 1981
BA, History
Karen H. Kim Law Firm, LLC February 2014 - Present
Bridgewater Associates October 2009 - September 2013
RBS Greenwich Capital October 2004 - October 2009
Credit Suisse First Boston July 2002 - October 2004
Morgan Stanley 1998 - 2002
Davis Polk & Wardwell 1996 - 1998
U.S. Court of Appeals for the Second Circuit 1995 - 1996
Skills
Equities, Hedge Funds, Derivatives, Securities, Capital Markets, Private Equity, Alternative Investments, Structured Finance, Fixed Income, FX Options, Structured Products
Education
Harvard Law School 1992 — 1995
J.D., cum laude, 1995
Harvard University 1988 — 1991
A.B., magna cum laude, Applied Mathematics, 1991
Credit Suisse First Boston Tech lead/developerCenter for Creative Leadership2006 - 2014
Compuware June 2006 - January 2008
BearingPoint November 2005 - June 2006
Tech Orbit Inc, TX February 2005 - November 2005
Skills
SQL, XML, Web Services, PL/SQL, SDLC, SOA, Microsoft SQL Server, C#, Oracle, Agile Methodologies, Java Enterprise Edition
Education
University of South Alabama 2002 — 2004
Jawaharlal Nehru Technological University 1997 — 2001
B. Tech, Computer Science
Jumping Brook Country Club 2015 - 2015
Jumping Brook Country Club 2015 - 2015
JP Morgan Chase May 2009 - November 2011
Schonfeld Group March 2004 - August 2006
Access Securities August 2003 - 2005
SAC Capital 1999 - 2003
Credit Suisse First Boston September 1997 - December 1999
DLJ April 1993 - September 1997
Ladenburg Thalmann 1991 - 1993
Skills
Equity Trading, Options, Financial Services, Securities, Business Development, Bloomberg, Finance, Derivatives, Risk Management, Fixed Income, Investment Banking, Wealth Management, Strategic Planning, Credit Analysis, Equity Derivatives, Hedge Funds, Electronic Trading, Series 7, Equity Research, Portfolio Management, Equities, Asset Management, Financial Risk, Capital Markets, Financial Analysis, Series 63, Investments, Alternative Investments, Investment Strategies, Trading, Trading Systems, Credit, Structured Products, ETFs, Private Equity, Bonds, Valuation, Loans, Banking, Investment Management, Financial Markets, FINRA, FX Options, Strategic Financial..., Asset Allocation, Mutual Funds, Hedging, Investment Advisory
Education
Hofstra University
BBA, Banking and Finance
BNP Paribas 2006 - Present
Merrill Lynch 2004 - 2006
Banc of America Securities 2001 - 2004
Credit Suisse First Boston 1996 - 2001
Chase Manhattan Corporation 1994 - 1995
Lehman Brothers 1986 - 1994
Skills
Structured Products, Mortgage, Fixed Income, Securities, ABS, Mortgage Lending, Series 7, Securitization, Structured Finance, Capital Markets, MBS, Financial Structuring, CMBS, Funding, Asset Management, Investments, Investment Banking, CDS, Emerging Markets, Credit Derivatives, Trading, High Yield, Hedge Funds, Derivatives, Valuation, Bonds, Portfolio Management, Financial Markets, Alternative Investments, Interest Rate..., Swaps, Bloomberg, Equity Derivatives, Equities, CDO, Market Risk, Options, Hedging, Leveraged Finance, Money Market
Education
King's College 1980 — 1984
Morris Catholic High School
EFG Hermes Group October 2009 - September 2013
Depfa Bank November 2006 - October 2009
Credit Suisse First Boston August 1998 - August 2006
JPMorgan Chase, Tokyo February 1994 - August 1998
SG Warburgs October 1991 - February 1994
Manufacturers Hanover Trust January 1988 - October 1991
Lehman Brothers and Bankers Trust 1985 - 1987
Skills
Derivatives, Investment Banking, Operational Risk, Credit, Asset Management, Private Equity, Product Control, Market Risk, Credit Derivatives, CDO, Structured Products, Swaps, Credit Risk, Fixed Income, Securitization, Basel II, Capital Markets, Structured Finance, FX, Credit Analysis, Money Market, Financial Markets, Equities, Risk, Risk Management, Bonds, Interest Rate..., VAR, Collateral Management, Stress Testing, Options, Liquidity Risk, AML, Interest Rate Risk..., Operational Risk..., Middle Office, Bloomberg, Financial Institutions, Valuation, Emerging Markets, Risk Analytics, Counterparty Risk, Retail Banking, Prime Brokerage, Securities, Regulatory Reporting, Banking, Back Office, Cash Management, CDS
Education
Imperial College London 1984 — 1988
BSc, Chemistry
Northfleet Grammar 1979 — 1984
Deutsche Bank May 2007 - Present
Cantor Fitzgerald May 2003 - April 2007
Credit Suisse First Boston September 1999 - April 2002
DLJ 1998 - 2000
Skills
Bloomberg, Trading Systems, Equities, Program Trading, Capital Markets, Derivatives, Electronic Trading
Education
La Salle University 1994 — 1998
Finance
BNP Paribas Securities Corp March 2012 - Present
Barclays Capital October 2011 - March 2012
BNP Paribas Securities Corp October 2004 - October 2011
CREDIT SUISSE FIRST BOSTON July 2003 - October 2004
BANC OF AMERICA SECURITIES September 2002 - April 2003
Lehman Brothers March 1987 - August 2002
Skills
Fixed Income, Derivatives, Capital Markets, Equities, Back Office, Securities, Middle Office, MBS, Prime Brokerage, Business Analysis, Change Management, Trading Systems, FX, Hedge Funds, Credit Derivatives, Trading, FX Options
Education
Franklin and Marshall College
BA, Economics
Hofstra University
MBA, Finance
Industry Capital Advisors, LLC. June 2012 - Present
SunTrust Robinson Humphrey July 2010 - August 2012
Credit Suisse May 2009 - August 2009
Credit Suisse First Boston May 2008 - August 2008
JPMorgan Chase 2007 - 2007
Skills
Leveraged Finance, Debt, LBO, Origination, Capital Markets, Credit Analysis, Financial Modeling, Financial Analysis, Valuation, Corporate Finance, Investment Banking, Mergers, Bloomberg, Private Equity, Syndications, Due Diligence, Bonds, Excel, Banking, Loans, High Yield, Microsoft Office, PowerPoint, Research, Project Finance, Portfolio Management
Education
Howard University 2006 — 2010
B.B.A, Finance
Citi April 2014 - Present
Citi September 2011 - March 2014
BNP Paribas September 2010 - August 2011
RBC Capital Markets June 2010 - August 2010
Citigroup April 2006 - June 2010
Credit Suisse First Boston November 2005 - April 2006
GMAC May 2005 - November 2005
Deloitte Consulting January 2005 - April 2005
KKGV August 2003 - December 2004
Education
Jawaharlal Nehru Technological University
BS, Computer Science
Western Kentucky University
MS, Computer Science
Altium Wealth Management, LLC March 2011 - Present
Calvary Asset Management August 2008 - February 2011
The Winter Group September 2002 - July 2008
Credit Suisse First Boston 1999 - 2002
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Mortgage Lending, Property Management, Investments, Fixed Income, Financial Analysis, Securities, Valuation, Financial Services
Education
Iona College 1989 — 1993
BBA, Finance
Cirius Fitness September 2013 - Present
365 Fitness March 2013 - Present
Epicurean Tours 1993 - Present
New York University September 1999 - May 2002
Credit Suisse First Boston May 1997 - August 1999
AIG 1995 - 1997
Skills
Recruiting, Human Resources, College Recruiting, Equities, Resume Writing, Career Development, Career Counseling, Event Planning, Leadership Development, Spanish, Interviews, Organizational..., Employee Relations, Onboarding, New Hire Orientations
Education
Precision Nutrition 2013 — 2014
Precision Nutrition 1 Certification, Foods, Nutrition, and Wellness Studies, General
New York University 2000 — 2001
MA, Higher Education Administration
Hofstra University 1992 — 1995
BA, Psychology & Business Administration
Universidad Europea 1994 — 1994
Spanish
Trenton State College 1991 — 1992
National Association for Sports Medicine (NASM)
Certified Personal Trainer
Prudential Real Estate Investors May 2014 - Present
Lehman Brothers November 2009 - May 2014
LaSalle Investment Management July 2002 - November 2009
Colony Capital January 2001 - June 2002
Credit Suisse First Boston July 1995 - November 2000
Education
Lehigh University 1991 — 1995
B.S., Finance
Donville Kent Asset Managment July 2007 - Present
Sprott Securities February 2002 - June 2007
Credit Suisse First Boston 1997 - 1999
Credit Lyonnais Securities Asia (CLSA) 1996 - 1997
Department of National Defence 1982 - 1990
Skills
Alternative Investments, Equities, Portfolio Management, Asset Managment, Hedge Funds, Wealth Management, Risk Management, Securities, Mutual Funds, Private Equity, Investment Advisory, Financial Modeling, Capital Markets, Retirement Planning, Corporate Development, Strategic Financial..., Venture Capital, Financial Analysis, Due Diligence, Asset Management, Equity Research, Banking, Investment Strategies, Loans, Fixed Income, Financial Markets, Investment Management
Education
Ivey Business School at Western University 1990 — 1992
MBA, Finance
Royal Military College of Canada/Collège militaire royal du Canada 1984 — 1986
Bachelor of Arts (B.A.), Political Science and Government
JPMorgan September 2011 - Present
JPMorgan Chase June 2005 - August 2011
Credit Suisse First Boston August 2000 - May 2005
ING Barings June 1999 - July 2000
Skills
Capital Markets, Hedge Funds, Real Estate, Equities, Investment Banking, Valuation, Equity Research, Emerging Markets, Investments
Education
International University of Japan 1997 — 1999
MBA, Finance
Harvard University 1993 — 1997
BA, Social Anthropology
Pacific Advantage Capital February 2013 - Present
Ice Energy February 2013 - Present
New York University September 2005 - February 2013
Nomura Securities March 2001 - September 2005
Minerals Technologies April 1993 - March 2000
Credit Suisse First Boston June 1986 - April 1993
Skills
Corporate Finance, Treasury Management, Valuation, Financial Analysis, Treasury, Equities, Cash Management, Investments, Portfolio Management, Mergers, Risk Management, Banking, Securities, Asset Managment, Due Diligence, Credit, Financial Reporting, Hedge Funds, Accounting, Capital Markets, Private Equity, Finance
Education
Ithaca College
BS, Finance
San Francisco State University
MBA, Finance / International
Wachovia Securities May 2006 - Present
Wachovia 2006 - Present
Trilogy Advisors May 2005 - May 2006
CIBC World Markets August 2004 - May 2005
Barclays Capital July 2003 - August 2004
Credit Suisse First Boston May 2000 - May 2003
Reuters October 1996 - January 2000
Cybex International June 1989 - June 1996
CYBEX 1989 - 1995
Fonar Corporation February 1984 - June 1989
Skills
.NET, Back Office, Banking, C#, C, Derivatives, Equity Derivatives, Integration, Leadership, Market Data, Options, Order Management, Testing, Trading Systems
Education
New York University - Polytechnic School of Engineering 1985 — 1986
--, Computer Science
Hofstra University 1979 — 1983
BS, Computer Science
Hicksville High School 1977 — 1979
Diploma
Barclays Capital September 2009 - September 2014
Lehman Brothers November 2004 - September 2008
Credit Suisse First Boston September 2002 - December 2002
Goldman Sachs 2000 - 2001
JPMorgan Chase 1999 - 2000
Skills
Fixed Income, Trading Systems, Equities, Derivatives, Investment Banking, Sybase, Electronic Trading, Credit Derivatives, Valuation, Equity Derivatives
Education
Indian Institute of Technology, Kanpur 1987 — 1989
M.Tech, Electrical Engg.
NCST / CDAC 1991 — 1995
Post Graduate Diploma in Software Technology, Computer Programming, Graphics, Network Programming, RDBMS
Hadas High School
CLSA April 2009 - Present
Deutsche Bank April 2007 - April 2009
Prudential Equity Group February 2001 - March 2007
Credit Suisse First Boston October 1997 - October 2000
Olive Corporate Finance January 1997 - October 1997
SNL Securities July 1995 - December 1996
Skills
Valuation, Equities, Equity Valuation, Equity Research, Securities, Banking, Hedge Funds, Bloomberg, Asset Management, Corporate Finance, Investments
Education
James Madison University 1990 — 1995
BBA, Finance
Wilton Re September 2008 - Present
Wilton Re January 2005 - September 2008
Banc of America Securities 2002 - 2005
Credit Suisse First Boston January 1999 - December 2001
Donaldson, Lufkin & Jenrette 1991 - 1999
Goldman Sachs August 1987 - April 1991
Meriill Lynch 1986 - 1986
Mutual of New York August 1983 - August 1984
Skills
Private Equity, Financial Modeling, Investments, Series 7, Financial Analysis, Valuation, Management, Capital Markets, Portfolio Management, Fixed Income, Risk Management, Financial Risk, Alternative Investments, Investment Banking, Equities, Insurance, Hedge Funds, Asset Allocation, Securities, Mergers & Acquisitions
Education
Harvard Law School 1984 — 1987
JD
Yale University 1979 — 1983
BA, History
Laurel Crown Partners April 2001 - Present
American Red Cross 2008 - Present
Pittsburgh Steelers 2009 - Present
Global Fitness Holdings 2006 - Present
Valeant Pharmaceuticals May 2002 - May 2013
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 2001
James D. Wolfensohn, Inc. 1992 - 1994
Skills
Strategic Planning, Fundraising, Public Speaking, Venture Capital, Non-profits, Mergers, Private Equity, Corporate Finance, Healthcare, Leadership, Budgets, Team Building, Business Strategy, Financial Analysis, Grant Writing, Research, Community Outreach, Marketing, Coaching, Risk Management, Event Planning, Mergers & Acquisitions, Negotiation, Program Development, Leadership Development, Marketing Strategy, Organizational..., Strategy, Business Planning, Policy
Education
Stanford University Graduate School of Business 1990 — 1992
M.B.A.
Harvard Medical School 1986 — 1990
M.D.
Harvard University 1982 — 1986
A.B., Biology
Phillips Exeter Academy 1979 — 1982
Vertex Development 2010 - Present
Functionalab Group 2009 - Present
Lazard December 2002 - February 2009
Credit Suisse First Boston 2000 - 2002
Lehman Brothers 1998 - 2000
Fasken Martineau DuMoulin 1994 - 1997
Skills
Private Equity, Mergers, Venture Capital, Entrepreneurship, Restructuring, Corporate Development, Business Strategy, Corporate Finance, Due Diligence, Product Marketing, Investment Banking, M&A experience, Start-ups, Strategic Planning, Business Planning, Retail
Education
INSEAD 1997 — 1998
MBA, with Distinction
Université de Montréal 1991 — 1994
LLB, Law, Dean's List
Melvin Capital September 2014 - Present
Long Oar Global Investors LLC March 2010 - August 2014
Shumway Capital 2009 - March 2010
Goldman Sachs 2004 - 2008
Goldman Sachs 2000 - 2004
Credit Suisse First Boston August 1997 - July 2000
Education
Hofstra University 1986 — 1990
BBA, Public Accounting
BlackRock January 2009 - Present
Deutsche Bank October 2005 - August 2007
Credit Suisse First Boston May 1991 - May 2000
Salomon Brothers September 1989 - May 1991
The Dime Savings Bank of New York, FSB September 1983 - September 1989
Education
Hofstra University
MBA, Banking and Finance
Hofstra University
BA
IronBridge September 2005 - Present
IronBridge Capital Management September 2005 - Present
Credit Suisse First Boston 2001 - 2004
Credit Suisse 2001 - 2004
HOLT Value Associates 1997 - 2001
Skills
Equities, Hedge Funds, Valuation, Investments, Asset Management, Financial Modeling, Portfolio Management
Education
Indiana University Bloomington 1987 — 1991
BSc, Accounting
LFHS
ItauBBA USA Securities July 2012 - Present
Credit Suisse First Boston July 2008 - July 2012
Skills
Bloomberg, Capital Markets, Derivatives, Entrepreneurship, Equities, Emerging Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Sports, Strategy, Valuation, Corporate Finance, Financial Analysis, Portfolio Management, Investments
Education
Harvard University
BA, Economics
Andersen Corporation August 2005 - Present
Credit Suisse First Boston June 1998 - April 2001
Heidrick & Struggles September 1995 - June 1998
KPMG Peat Marwick September 1990 - June 1993
Education
University of Michigan 1993 — 1995
MBA, MBA
University of Michigan - Stephen M. Ross School of Business 1993 — 1995
MBA, Finance
Indiana University Bloomington 1986 — 1990
BS, Accounting
Kering June 2015 - Present
Johnson & Johnson January 2015 - June 2015
Curtiss-Wright Corporation October 2014 - January 2015
Independent Tax Professional July 2013 - October 2014
Temco Service Industries Inc. July 2010 - September 2012
Tax Consultant February 2009 - June 2010
Quest Diagnostics April 2008 - January 2009
Sothebys July 2007 - March 2008
Citigroup February 2005 - April 2007
Credit Suisse First Boston September 2005 - June 2006
Skills
Fixed Assets, Journal Entries, Sarbanes-Oxley Act, Accounting, General Ledger, GAAP, Financial Analysis, Financial Reporting, PeopleSoft, International Tax, Internal Controls, Financial Statements, Accounts Payable, Accounts Receivable, Hyperion Enterprise, Financial Accounting, Accruals, Consolidation, Variance Analysis, JD Edwards, Payroll, Tax Accounting, US GAAP, Auditing, IFRS, Private Equity, Income Tax, Cash Management, Budgets, Microsoft Excel, Cash Flow, Balance, Internal Audit, Cost Accounting, QuickBooks, Managerial Finance, Tax Preparation, Financial Audits, UK Corporation Tax, Strategic Financial..., Forecasting
Education
Rutgers, The State University of New Jersey-Newark 1990 — 1994
B.S., Business Management in Finance
La Sierra University 1983 — 1986
Garden State Academy
Garden State Academy
Garden State Academy
Mizuho Corporate Bank 2006 - Present
Credit Suisse First Boston 1989 - 2005
The Long-Term Bank of Japan/New York 1987 - 1989
The Long-Term Credit Bank of Japan, Ltd. 1982 - 1985
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
M.B.A., Finance
Keio University 1978 — 1982
Bachelor, Economics
Silver Lake January 2012 - Present
UBS Investment Bank August 2010 - September 2011
American Capital August 2007 - August 2010
Goldman Sachs July 2006 - July 2007
Credit Suisse First Boston July 2004 - July 2006
Skills
LBO, Leveraged Finance, Investment Banking, Private Equity
Education
Harvard University 2001 — 2005
B.A., Art History/French
Credit Suisse First Boston 2009 - Present
IBM Global Services May 2006 - Present
Infosolve Technologies August 2005 - April 2006
Knowledge Partners January 2004 - July 2005
PNC Financial Services Group June 2003 - January 2004
Ciber Inc November 1995 - April 2003
Education
Indian Institute of Technology, Madras 1974 — 1976
MTECH, Industrial Management
RBC Capital Markets 2010 - Present
Bank of America 2010 - 2010
CIBC World Markets 2004 - 2009
Credit Suisse First Boston 2004 - 2004
DAIWA INSTITUTE OF RESEARCH, AMERICA INC 2003 - 2004
COMMERZBANK SECURITIES 2000 - 2001
LEHMAN BROTHERS JAPAN 1996 - 2000
Skills
Derivatives, Equities, Financial Risk, Equity Derivatives, Banking, Middle Office, Portfolio Management, Management, Structured Finance, Analysis, Auditing, Product Control, Accounting, Rates, Sarbanes-Oxley Act
Education
Keio University
BA, Psychology
Seneca College of Applied Arts and Technology
Post diploma, International Business Management
Lancaster Gate Advisors February 2011 - Present
Seat Exchange Corporation August 2008 - February 2011
Ablum, Brown & Company December 2004 - August 2008
Chilmark Partners August 2002 - December 2003
Credit Suisse First Boston 1999 - 2001
JP Morgan Chase September 1992 - May 1997
Skills
Financial Modeling, Financial Analysis, Due Diligence, Oral & Written..., M&A Negotiations, Credit Negotiations, Strategic Negotiations, QuickBooks, Private Equity, Portfolio Management
Education
The University of Chicago 1997 — 1999
MBA, Finance, Accounting
Indiana University Bloomington 1988 — 1992
BA, Economics
Private Investment and Advisory October 2011 - Present
Nomura Securities Intl. September 2008 - October 2011
Lehman Brothers October 2004 - September 2008
NEXTherapeutics, Inc May 2001 - September 2004
Credit Suisse First Boston May 2000 - May 2001
UBS Investment Bank May 1999 - May 2000
Education
INSEAD 1998 — 1998
MBA, Finance, International Business
University of Illinois at Urbana-Champaign - College of Business
BS, Finance
RBC Capital Markets January 2015 - Present
RBC Capital Markets September 2010 - Present
RBC Capital Markets November 2009 - September 2010
RBC Capital Markets December 2005 - November 2009
Citadel Investment Group May 2005 - December 2005
Yahoo! March 2005 - May 2005
Credit Suisse First Boston February 2004 - February 2005
Motorola March 2001 - February 2004
Talisma January 2000 - February 2001
Wipro GE Medical Systems July 1999 - January 2000
Skills
Trading, Trading Systems, Derivatives, C++, Investment Banking, Structured Products, SDLC, Unix, Agile Methodologies
Education
Indian Institute of Technology, Kharagpur 1995 — 1999
B Tech, Computer Science and Engg
St. Xavier's College 1993 — 1995
HSC, Science
AllianceBernstein October 2011 - Present
Societe Generale 2010 - September 2011
MNB, LLC 2009 - 2010
SAC Capital November 2004 - March 2008
UBS Investment Bank November 2000 - March 2004
Paine Webber March 1996 - March 2000
Firmseek 2000 - 2000
Credit Suisse First Boston March 1995 - March 1996
Kidder Peabody September 1993 - March 1996
Education
Haverford College 1988 — 1992
B.A., Philosophy
Alambic Investment Management Managing DirectorCiti1997 - 2006
Salomon Brothers 1994 - 2006
Salomon Smith Barney 1994 - 2006
Credit Suisse First Boston 1986 - 1994
Skills
Hedge Funds, Equities, Management, Private Equity, Capital Markets, Trading, Investment Banking, Investments, Financial Markets, Alternative Investments, Fixed Income, Venture Capital, Asset Management, Equity Research, Emerging Markets, Portfolio Management
Education
Massachusetts Institute of Technology 1983 — 1986
PhD, Chemical Engineering
Massachusetts Institute of Technology - Sloan School of Management 1981 — 1986
MBA, Finance
Massachusetts Institute of Technology 1981 — 1983
MS, Chemical Engineering Practice
Iowa State University 1978 — 1981
BS, Chemical Engineering
Credit Suisse January 2013 - Present
Credit Suisse First Boston June 2008 - December 2012
Credit Suisse June 2007 - June 2008
Credit Suisse February 2000 - June 2006
Arthur Andersen September 1995 - February 2000
Skills
Internal Audit, Investment Banking, Risk Management, Equities, Derivatives, Internal Controls, Financial Analysis, Operational Risk, Banking
Education
Hofstra University 1993 — 1995
BS Accounting, Accounting
NYC Department of Education 2012 - Present
Credit Suisse First Boston January 2001 - May 2006
Credit Suisse 2001 - 2006
CIBC World Markets Corporation January 1998 - January 2001
Hiroshima Bank January 1997 - January 1998
Century Business Credit Corporation January 1992 - January 1997
Skills
Equities, Loans, Settlement, Trading, Banking, Credit, Prime Brokerage, Accounting
Education
Iona College 1992 — 1996
International Business, Economics
Iona CollegeNew
International Studies; Economics
Locust Valley Central School District November 2004 - Present
Westbury Memorial Public Library 2009 - Present
Locust Valley Invitational Wrestling Tournament January 2010 - Present
Credit Suisse First Boston November 2004 - February 2005
Pomeroy IT Solutions / Cablevision June 2004 - November 2004
Garden City Union Free School District July 2003 - June 2004
CUSTOM COMPUTERS SPECIALISTS, INC April 2001 - July 2003
Travelex America 1998 - 2000
Skills
Servers, Citrix, Software Installation, Laptops, HP, Troubleshooting, Infrastructure, XP, Cisco Technologies, Data Center, Networking
Education
Hofstra-NexTech Training Solutions. LLC 2000 — 2001
PC & Networks, Microsoft Certifications
Hofstra University 1992 — 1996
BBA, International Business
Carle PLace High School 1988 — 1992
Broward County Court Administration 2009 - Present
Xeni Medical Systems February 2005 - December 2008
Blue Frog Soultions July 2004 - February 2005
Fitch Risk November 2003 - July 2004
Citibank February 2001 - May 2003
Fiera.com June 2000 - December 2001
Credit Suisse First Boston February 1999 - March 2000
Intuitive Products Int. February 1998 - February 1999
Education
Rutgers University-New Brunswick 1996 — 1997
BS; BS, Comp sci; Math
Kyiv National Taras Shevchenko University 1993 — 1995
BS, comp sci
Global Capital Finance January 2001 - Present
Credit Suisse First Boston July 1997 - January 2001
ABB Leasing November 1992 - June 1997
Deutsche Bank January 1989 - October 1992
Bundeswehr October 1982 - December 1983
Skills
Financial Structuring, Project Finance, Private Equity, Structured Finance, Investment Banking, Banking, Restructuring, Capital Markets, Due Diligence, Venture Capital, Mergers & Acquisitions, Valuation, Financial Modeling, Equities, Corporate Finance, Finance, Business Strategy, Strategy, Management, Investments, Portfolio Management
Education
Universität Karlsruhe (TH) 1983 — 1988
Diplom-Wirtschaftsingenieur, Operations Research
Deutsch-Französisches Gymnasium, Saarbrücken 1973 — 1982
Abitur and Baccalaureat
Lydian Advisory Group May 2012 - Present
320 Sports January 2008 - Present
Deutsche Bank 2003 - 2012
Credit Suisse First Boston June 1996 - October 2003
Salomon Brothers June 1993 - June 1996
Dillon Read June 1991 - June 1993
Salomon Brothers June 1984 - June 1991
Skills
Venture Capital, Due Diligence, Corporate Development, Investor Relations, Securities, Mergers, Financial Structuring, Wealth Management, Private Placements, Special Situations, Financial Reporting, Compliance, Risk Management, Resource Optimization
Education
The Association to Advance Collegiate Schools Of Business 2014 — 2014
AACSB Bridge Program Certification, Practitioner Faculty
Rice University - Jesse H. Jones Graduate School of Management 1986 — 1988
Master of Business Administration (MBA), Finance
Texas Christian University 1980 — 1984
BS, Economics
The Blackstone Group April 2004 - Present
UBS Investment Bank April 1999 - April 2004
Credit Suisse First Boston August 1997 - April 1999
PricewaterhouseCoopers June 1996 - August 1997
Skills
Private Equity
Education
Hofstra University 1989 — 1993
BBA, Accounting
Credit Suisse First Boston 2000 - 2002
Education
Harvard University 1991 — 1995
Goldman Sachs Group Inc. April 2005 - Present
PNM Resources, Inc. September 1998 - April 2005
Kiodex, Inc April 1991 - August 1995
Credit Suisse First Boston March 1990 - March 1991
Education
Harvard University
Harvard University
Stanford University
Southwest Securities January 2014 - August 2014
Knight Libertas Securities April 2008 - November 2011
Bank of America March 2002 - January 2008
Merrill Lynch May 1996 - January 2002
Credit Suisse First Boston December 1985 - May 1996
Lehman Brothers June 1981 - November 1985
Bank of America August 1979 - June 1981
Education
Harvard University 1975 — 1979
Bachelor's Degree, Political Science and Government
Lehman Brothers Holdings Inc. Managing DirectorGoldman Sachs2000 - 2009
Credit Suisse First Boston 1992 - 2000
Shearman & Sterling LLP 1985 - 1992
Education
Cornell Law 1982 — 1985
Harvard University 1978 — 1982
A.B., magna cum laude, Government
Pivot Point Capital 2005 - Present
Audax Group 2001 - 2005
eLabsEurope 1999 - 2001
Advanta Partners 1995 - 1997
Credit Suisse First Boston 1993 - 1995
Education
Harvard Business School 1997 — 1999
MBA
The University of Western Ontario - Richard Ivey School of Business 1989 — 1993
BA
Atlanta Development Companies January 2013 - Present
Five Ten Capital August 2011 - August 2012
KGS Alpha August 2010 - October 2011
Goldcreek Capital Management January 2008 - March 2010
406 Partners January 2003 - January 2008
Credit Suisse First Boston April 1998 - December 2003
Salomon Brothers August 1992 - March 1998
Skills
Valuation, Investments, Fixed Income, Mortgage Lending, Loans, Risk Management, Hedge Funds, Securitization, Real Estate, Trading, Underwriting, Investment Banking, Loan Origination, Bonds, MBS, Asset Managment, Residential Mortgages, Securities, Asset Management, Due Diligence, Credit Risk, Real Estate Financing, Mortgage Underwriting, Structured Finance, Credit, Default, REO, Loan Servicing, Alternative Investments, Residential Homes, Disposition, Commercial Real Estate, Mortgage Banking, Loss Mitigation, Real Estate Transactions, Foreclosures, Private Equity, Credit Analysis, Investors, Asset, Management, Investment Properties, Finance, Mortgage Servicing
Education
Harvard Law School 1992 — 1993
Lehigh University 1988 — 1992
Bachelor's degree, Economics
Davidson Kempner Capital Management May 2012 - Present
Plural Investments, LLC April 2008 - March 2012
Pequot Capital February 2005 - March 2008
SAC Capital April 2002 - January 2005
Credit Suisse First Boston July 2000 - April 2002
Bear Stearns January 1999 - June 2000
Bear Stearns November 1997 - December 1998
Education
Lehigh University - College of Business and Economics 1989 — 1992
Bachelor of Science, Finance