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
Cain Brothers & Company, LLC June 2014 - Present
Savills LLC January 2008 - May 2014
UBS Investment Bank July 2006 - January 2008
Compass Advisers, L.L.P. July 2002 - June 2006
Credit Suisse First Boston 1999 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Microsoft Office, XP, Windows, Active Directory, VMware, Investment Banking, Excel, Problem Solving, IT Management, MIS, IT Strategy, Windows Server 2003, Servers, Windows Server, DNS, Virtualization, Mobile Devices, Mobile Device Management, Windows Mobile Devices, Vendor Management, Vendor Relationships, Data Center, Microsoft Excel, Disaster Recovery, Information Technology, Project Management, Networking, Technical Support, Infrastructure, Management, Business Continuity, Citrix, SharePoint, System Administration, Leadership, VMware Infrastructure, Mergers & Acquisitions, IT Service Management, Windows XP, Microsoft Technologies, Cloud Computing, VMware ESX, ITIL, PMP, Blackberry Enterprise..., Security, Troubleshooting, Microsoft Exchange, Windows 7, System Deployment
Education
St. Francis College 1994 — 1998
BS, Mathematics, 3.7 GPA
Technical Institute of America 2014 — 2014
MCSA - Microsoft Certified Systems Administrator, Information Technology
Technical Institute of America 2013 — 2013
Project Managment Professional (PMP), Project Management
Titlist Performance Institute 2009 — 2009
Golf Fitness Instructor Level 1, Physical Fitness Technician, Certified
World Instructor Training Schools 2008 — 2008
Personal Fitness Trainer, Physical Fitness Technician, Certified
Interoctavo October 2008 - Present
Friendster July 2006 - July 2008
Yahoo! October 2004 - April 2006
Neoforma August 2003 - October 2004
StreetFusion April 1999 - July 2000
Greenlight.com 1999 - 2000
Credit Suisse First Boston March 1997 - April 1999
Skills
User Experience, Product Management, E-commerce, User Interface Design, Competitive Analysis, Interaction Design, Cross-functional Team..., User-centered Design, User Experience Design, Product Design, Usability, Social Networking, Integration, Management, Leadership, Mobile Applications, Mobile Devices, Start-ups, Strategic Partnerships, Entrepreneurship, Mobile Marketing, Mobile Internet, Web Analytics
Education
Rochester Institute of Technology
Packaging Design
NewCap Partners January 2013 - Present
Various Companies January 2010 - Present
Natixis Global Associates November 2007 - December 2009
Charles Schwab April 2007 - November 2007
TTT Moneycorp / Moneycorp Markets June 2006 - March 2007
GLG Council of Advisors April 2005 - March 2007
BrokerageAmerica, Inc. November 2000 - April 2005
Credit Suisse First Boston October 1999 - October 2000
E*Trade February 1996 - September 1999
Fidelity Investments 1991 - 1996
Skills
Mergers, Valuation, Financial Modeling, Trading, Private Equity, Structuring, Integration, Equities, Risk Management, Portfolio Management, Business Strategy, Restructuring, Venture Capital, Asset Management, Capital Markets, Compliance, Investments, Start-ups, Funding, Corporate Finance, Financial Analysis, Business Planning, Due Diligence, Change Management, Management Consulting, Investment Banking, Strategic Planning, Negotiation, Financial Markets, Financial Management, Derivatives, Executive Management, FX, Forecasting, Planning, Corporate Development, Series 7, Deal Structuring, Contract Negotiation, Private Placements, Securities, Project Planning, Operations Management, New Business Development, FX Options, Strategy, Managerial Finance, Fixed Income, Financial Risk, Options
Education
Southern Methodist University 1986 — 1990
B.A., Economics
John L. Miller Great Neck North High School
NowPow June 2015 - Present
KoHop Ventures LLC June 2014 - Present
Kohler Co. 2000 - Present
Kohler Co. 2000 - June 2014
Kohler Co. 1993 - 2000
Kohler Co. 1992 - 1993
Booz Allen Hamilton 1989 - 1991
Credit Suisse First Boston 1985 - 1987
Skills
General Management, Home Furnishings, Leadership Development, Retail, Management, New Business Development, Furniture, Sales, Strategic Planning, Strategy, Operations Management, Marketing, Leadership, Team Building, Marketing Management, Brand Management, Business Strategy, Market Research
Education
The University of Chicago Booth School of Business 1987 — 1989
Master of Business Administration (MBA), Operations
Princeton University 1981 — 1985
Bachelor of Arts (B.A.), Politics
Windermere Real Estate Southern Oregon July 2005 - Present
LifeCell Corporation October 2002 - May 2005
NetScaler April 1999 - April 2000
Credit Suisse First Boston 1998 - 1999
Skills
Real Estate, Real Estate Transactions, National Association of..., Property Management, Investment Properties, Rental Homes, Real Estate Investor, First Time Home Buyers, Relocation, Single Family Homes, Real Property, Rural Property, Horse Properties, Luxury, River Properties, Residential Homes, New Homes, New Home Purchase, New Home Sales, Custom Homes, Sellers, Listings, Listing Homes, Home Staging, Board of Directors, Event Management, Management, Executive Management, Executive Coaching, Executive Support, Horses, Community Service, Senior Relocation, Senior Services, Senior Real Estate
Education
Santa Clara University 1998 — 1999
San Jose State University 1989 — 1996
Bachelor of Science (BS), Advertising and Business Marketing
Align Technology July 2015 - Present
Centrify Corporation April 2015 - May 2015
Sumo Logic December 2014 - March 2015
Zend Technologies June 2014 - November 2014
A10 Networks December 2012 - February 2014
Yahoo! March 2011 - June 2012
Yahoo! July 2005 - June 2012
U.S. Bancorp Piper Jaffray January 2000 - August 2004
Credit Suisse First Boston April 1999 - December 2000
Globalstar October 1993 - April 1999
Skills
Financial Modeling, Essbase, Financial Analysis, Strategic Partnerships, Revenue Forecasting, Financial Reporting, Contract Negotiation, Partner Management, Revenue Modeling, Revenue Analysis, Marketing Research, Strategic Financial..., Deal Execution, Contract Management, Hyperion Planning, Adaptive Planning, Salesforce.com, Forecasting, Analytics, Finance, Corporate Finance
Education
Santa Clara University 1994 — 1996
Master of Business Administration (M.B.A.)
University of California, Santa Barbara 1986 — 1991
Bachelor of Arts (B.A.), Business Economics
Scottrade May 2013 - Present
Bluerock Capital Markets August 2011 - August 2012
TD Ameritrade April 2009 - August 2011
Cornerstone Ventures Inc 2004 - 2009
Charles Schwab & Co 1991 - 2002
Credit Suisse First Boston July 1988 - March 1990
Skills
Financial Advisory, Portfolio Management, Customer Relations, Capital Markets, Alternative Investments, Investments, Series 7, Securities, Mutual Funds, Asset Allocation, Investment Advisory, Wealth Management, Fixed Income, Equities, Series 63, Bonds, Sales Management, ETFs, Real Estate, Compliance, Series 65, series 8, Outside Sales, Salesforce.com, Seibel, Sales Logix, Finance, Investment Strategies, Trading, Financial Services, Asset Management, Retirement Planning
Education
San Beda College 1978 — 1982
BA, Economics
Chevalier School 1974 — 1978
JetBlue Airways January 2012 - Present
JetBlue Airways June 2003 - January 2012
Credit Suisse First Boston July 2000 - March 2001
United States Navy August 1993 - July 2000
Skills
Spanish, Flights, Airports, Aviation, Customer Service, Microsoft Office, Travel Arrangements, Office Management, Office Administration, Database Administration, Process Scheduler, Job Scheduling, Administrative Work, Rostering, Microsoft Excel, Microsoft Word, Microsoft Publisher, RosterApps, Datamatics, Outlook, Lotus, Speech, Time Management, Human Resources, Budgets, Administration, Teamwork, Payroll, Policy, New Hire Orientations, Airlines, Employee Benefits, Sabre, Airport Management, Aircraft, Aviation Security, Flight Planning, Charter, Flight Safety
Education
Queensborough Community College 2004 — 2008
Certent, Inc. February 2015 - Present
Tides May 2012 - November 2012
Raley's July 2010 - January 2012
ICON Capital Corp. October 2008 - August 2009
Knight Capital Group May 2006 - October 2008
Credit Suisse First Boston October 2004 - March 2006
DoubleClick January 2003 - October 2004
Deloitte & Touche August 2000 - January 2003
American Standard August 1999 - June 2000
Skills
Employee Relations, Internal Controls, Accounting, Financial Reporting, Sarbanes-Oxley Act, Account Reconciliation, Financial Accounting, Financial Analysis, GAAP, Auditing, SEC filings, Payroll, Accounts Payable, General Ledger, Accounts Receivable, US GAAP, Financial Statements, Forecasting, Managerial Finance, PeopleSoft, Accruals, Consolidation, Finance, Sarbanes-Oxley, SEC Filings
Education
Rutgers University-New Brunswick 1997 — 2000
BS, Accounting
San Francisco State University, College of Business 1996 — 1998
accounting
Duarte Design January 2013 - Present
Duarte Design September 2008 - January 2013
Duarte Design February 2005 - September 2008
Credit Suisse First Boston December 2003 - February 2005
NIA Creative June 2000 - September 2003
Skills
Art Direction, Typography, Graphic Design, Logo Design, Adobe Creative Suite, Corporate Identity, Branding & Identity, Creative Direction, Illustrator, Illustration, Layout, Web Design, Graphics, Motion Graphics, Information Graphics, Storyboarding, Management
Education
San Jose State University 1996 — 1999
BS, Ind Tech - Document Design and Mgmt
Lloyds Banking Group April 2014 - Present
Ernst & Young January 2011 - April 2014
Pershing June 2010 - August 2010
Credit Suisse First Boston July 2008 - December 2008
Commerce Bank June 2007 - August 2007
Education
Rutgers, The State University of New Jersey-New Brunswick 2006 — 2010
Bachelors of Science, Finance and Communication
Alberta Investment Management Corporation (AIMCo) December 2010 - January 2013
National Bank of Canada January 2010 - November 2010
Caisse de dépôt et placement du Québec 2005 - May 2009
Caisse de dépôt et placement du Québec January 2003 - December 2004
Caisse de dépôt et placement du Québec March 2001 - December 2002
Credit Suisse First Boston 1999 - 2001
Skills
Portfolio Management, Investment Strategies, Derivatives, Quantitative Research, Global Macro Analysis, Financial Economics, Econometric Modeling, Asset Allocation, Due Diligence, Valuation, Financial Modeling, Private Equity, Trading, Fixed Income, Investments, Market Risk, Financial Markets, Equities, Strategy, Asset Management, Equity Research, Analysis, VBA, Hedge Funds, Investment Banking, Mergers, Mutual Funds, Quantitative Analytics
Education
The University of Reading 1998 — 1999
M.Sc.
CERAM Sophia Antipolis 1997 — 1998
Université du Québec à Montréal / UQAM 1995 — 1998
Bachelor of Business Administration (B.B.A.)
Collège de Maisonneuve
Pure and Applied Sciences
Collège Saint-Paul
High School Diploma
GSN (formerly known as ESN (European Securities Network) North America 2004 - Present
Banca Akros June 2001 - February 2004
BBVA April 1999 - April 2001
Credit Suisse First Boston September 1997 - March 1999
Oppenheimer & Co. Inc. June 1995 - September 1997
Thomas Cook Group August 1993 - April 1995
Skills
Capital Markets, Bloomberg, Hedge Funds, Investments, Trading Systems, Currency, Derivatives, Equities, Equity Research, Financial Markets, Investment Banking, Trading, Valuation, Sales
Education
St. John's University, The Peter J. Tobin College of Business 1991 — 1995
Bachelors, Marketing
St. John's University 1990 — 1995
Bachelor's degree, Marketing
Financial information services agency (FISA) August 2012 - Present
Standard & Poor's August 2011 - July 2012
Thomson Reuters July 2009 - July 2011
STANDARD & POORS March 2009 - July 2009
ASTORIA FEDERAL SAVINGS October 2008 - March 2009
CREDIT SUISSE FIRST BOSTON October 2007 - August 2008
UBS FINANCIAL SERVICES July 2005 - August 2007
Accenture August 2003 - June 2005
Skills
PL/SQL, Business Objects, Oracle, Unix, SQL, Microsoft SQL Server, Databases, XSLT, XML, Informatica, C#, Business Analysis, Data Modeling, ETL
Education
Queens College 1991 — 1996
BA, Computer Science
Lithia Motors March 2002 - Present
Pedregal de Cabo San Lucas August 2000 - March 2002
National Semiconductor August 1998 - August 2000
Credit Suisse First Boston June 1997 - September 1997
Skills
SEC reporting, Cash Management, Investor Relations, Consolidation, Income Tax, Technical Accounting, Corporate Finance, Capital Structure, Debt Structuring, Contract Negotiation, Risk Management, Commercial Insurance, Treasury
Education
Southern Oregon University 2003 — 2005
Post-Bac Certificate
Santa Clara University - Leavey School of Business 1995 — 1998
B.S.
Autonomy Capital July 2009 - Present
DiMaio Ahmad Capital April 2005 - July 2009
Credit Suisse First Boston January 2005 - March 2005
Credit Suisse May 1984 - March 2005
Credit Suisse First Boston January 2003 - December 2004
Credit Suisse First Boston January 2001 - December 2002
Credit Suisse First Boston January 1997 - December 2000
Credit Suisse First Boston April 1994 - December 1996
First Boston May 1984 - March 1994
J.F. Barrett & Sons Inc 1979 - 1984
Skills
Portfolio Management, Operational Risk..., Account Reconciliation, Transaction Processing, Project Management, Business Continuity..., Mergers & Acquisitions, Collateral Management, Financial Modeling, Cash Management, Financial Services, Options, Commodity, Derivatives, Settlement, Money Market, Outsourcing, Fixed Income, Equities, Strategy, Business Intelligence, Private Equity, Securities, Alternative Investments, Asset Managment, Trading, Back Office, Hedge Funds, Finance, Asset Management, Prime Brokerage, FX Options, Mutual Funds, Investment Banking, Bloomberg
Education
New York University - School of Professional Studies 2002 — 2003
Certificate, Real Estate Finance and Investment
Sacred Heart University 1986 — 1988
MBA - Executive
Quinnipiac University 1975 — 1979
BS, Accounting
Notre Dame, West Haven, Ct 1971 — 1975
High School
RBS Citizens, N.A. October 2010 - Present
RBS Citizens, N.A, July 2007 - October 2010
Bank of America April 1994 - July 2007
Credit Suisse First Boston March 1992 - April 1994
Manufacturers Hanover Trust / Chemical Bank December 1988 - March 1992
Skills
Commercial Banking, Banking, Derivatives, Corporate Finance, Capital Markets
Education
London School of Economics and Political Science 1986 — 1988
Master's degree, Economics, Graduated with Distinction
Providence College 1983 — 1986
Bachelor's degree, Economics, Business & History, Summa Cum Laude Grade
United States Military Academy at West Point 1982 — 1983
Engineering
Citi May 2015 - Present
Citi July 2014 - March 2015
BaAlgo Consulting November 2012 - July 2014
BNP Paribas June 2011 - October 2012
Verition Fund April 2009 - May 2011
Jefferies & Company April 2008 - November 2009
BaAlgo Consulting August 2007 - March 2008
DKR Capital: Fusion LLP April 2006 - July 2007
Credit Suisse First Boston September 2004 - April 2006
Los Alamos National Laboratory October 2001 - August 2004
Skills
FX Options, Portfolio Management, Foreign Exchange Tradng, Trading System Software..., Trade Execution, Cash..., Quantitative Models, Hedge Funds, Financial Markets, Trading Strategies, Trading, Investment Banking, Proprietary Trading, FX trading, Financial Risk, Foreign Exchange, Portfolio Optimization, Market Making, Quantitative Investing, Asset Allocation, Quantitative Finance, High Frequency Trading, Options, Global Macro, Trading Systems, Equity Derivatives, Electronic Trading, Fixed Income, Interest Rate..., C++, Python, Python/Pandas, Software Engineering, Structured Products, Hedging, Equity Trading, Swaps, Derivatives, Commodity, Equities, Volatility, Quantitative Analytics, Bloomberg, Market Risk
Education
Princeton University 1987 — 1994
Doctor of Philosophy (Ph.D.), Computational and Applied Mathematics
Princeton University 1991 — 1992
Master of Arts (M.A.), Computational and Applied Mathematics
Princeton University
Master of Arts (M.A.), Mechanical Engineering
Purdue University
Master's of Science, Aerospace, Aeronautical and Astronautical/Space Engineering
State University of New York at Buffalo
Bachelor of Applied Science (B.A.Sc.), Aerospace, Aeronautical and Astronautical Engineering, Magna Cum Laude; Dept Honors; with Disctinction
Recent Lectures, Conferences, Patents
Selected Publications
Atlas Data Systems October 2013 - December 2013
CIT 2011 - June 2013
CIT December 2009 - September 2011
CIT August 2006 - December 2009
CIT March 2003 - August 2006
Infinity Consulting Solutions May 2002 - March 2003
ING Barings August 2000 - December 2001
Warnaco 1999 - 2000
Credit Suisse First Boston April 1998 - October 1998
KPMG US February 1996 - April 1998
Skills
Disaster Recovery, Vendor Management, IT Strategy, SDLC, Troubleshooting, Risk Management, Enterprise Architecture, Business Analysis, Program Management, Software Project..., Project Management, Project Portfolio..., IT Management, Process Improvement, VMware, PMO, Visio, Security, Data Center, Business Process..., Citrix, Microsoft Exchange, Integration, Windows Server, Servers, System Deployment, Virtualization, Software Documentation, Blackberry Enterprise..., Active Directory, Networking, Group Policy, Technical Support, Powershell, SAN, Enterprise Software, Blackberry, Citrix Metaframe, Hardware, System Administration, SharePoint, Software Installation, ITIL, Business Continuity, IT Operations
Education
Free Code Camp 2015 — 2016
Full Stack Web Development, Computer Software Engineering
Sarah Lawrence College 1983 — 1987
BA, Liberal Arts
George Weiss Associates January 2010 - January 2013
WestSpring Advisors, LP August 2009 - January 2010
R3 Capital (Lehman Global Principal Strategies) 2006 - May 2009
Lehman Brothers 2003 - 2006
Credit Suisse First Boston 1998 - 2001
Ernst & Young 1995 - 1998
Skills
Financial Modeling, Alternative Investments, Fixed Income, Asset Managment, Portfolio Management, Equity Valuation, Investments, Capital Markets, Investment Management, Financial Analysis, Derivatives, Due Diligence, Emerging Markets, Bonds, Trading, Investment Strategies, Options, Equity Research, Valuation, Equities, Bloomberg, Hedge Funds, High Yield, CDS, Asset Management
Education
University of Michigan - Stephen M. Ross School of Business 2001 — 2003
MBA, Finance, General
Providence College 1991 — 1995
BS, Accounting
Ridgewood H.S.
Acquia April 2015 - Present
Acquia April 2013 - April 2015
Allurent December 2010 - March 2013
Jenzabar, Inc. August 2002 - March 2013
Robertson Stephens 2000 - 2002
Credit Suisse First Boston 1994 - 1998
Skills
SaaS, Enterprise Software, Salesforce.com, Strategic Planning, Start-ups, Strategic Partnerships, Sales Process, ERP, Lead Generation, Mergers & Acquisitions, Account Management, Direct Sales, Management, Professional Services, Product Management, CRM, Product Marketing, Analytics, Solution Selling, Cloud Computing, E-commerce, Strategy, Business Development, Cross-functional Team..., Go-to-market Strategy, Entrepreneurship, Program Management, Competitive Analysis, Leadership, New Business Development, Business Intelligence, Team Leadership
Education
University of Michigan - Stephen M. Ross School of Business 1998 — 2000
MBA
Saint Michael's College 1989 — 1993
BA
Mellon Capital Management November 1998 - Present
HSBC June 1996 - June 1997
Credit Suisse First Boston August 1991 - May 1996
Skills
Hedge Funds, Options, Portfolio Management, Asset Allocation, Currency, Commodity, Investments, Global Macro, Alternative Investments, Derivatives, Asset Management, Portfolio Optimization, Global Tactical Asset..., Bloomberg, Quantitative Finance, Quantitative Investment..., ETFs, Investment Management, Risk Management, Hedging, Credit Derivatives, Structured Products, Swaps, Emerging Markets, TAA, Motorcycle Racing, Trading Systems, Volatility, Alpha Generation, Computational Finance, Commodity Markets, Managed Futures, CTAs, FX trading, LDI, Financial Economics, Fixed Income Portfolio..., CPPI, Overlay, Volatility Arbitrage, Risk Budgeting, Relative Value Trading, Proprietary Trading, Variance Swaps, Correlation Trading, Market Making, Risk Metrics, Absolute Return, Monetary Economics, Total Return Swaps
Education
Rice University 1989 — 1991
MBA, Finance
Trinity University 1985 — 1989
BA, Economics
London School of Economics and Political Science 1987 — 1988
BA, Economics
JPMorgan Chase March 2010 - Present
Citi June 1995 - March 2010
Credit Suisse First Boston April 1993 - June 1995
Merrill Lynch August 1991 - April 1993
Syltel Information Systems January 1990 - August 1991
Dow Jones Telerate July 1987 - December 1989
Skills
Prime Brokerage, Software Development, Leadership, Integration, Trading Systems, Financial Services, Equities, Capital Markets, Finance, Fixed Income, Hedge Funds, Investment Banking, SOA, Business Analysis, Vendor Management, SDLC, Margin, Advent Geneva, Reporting, Web Applications, Custom Software..., Large Scale Systems, Futures and Options
Education
Roger Williams University 1983 — 1987
Bachelor of Science (BS), Computer Engineering
Goizueta Business School 2012 - Present
Simmons College September 2009 - Present
ALISE January 2009 - Present
Academy of Management 2009 - Present
Simmons College January 2004 - Present
Special Libraries Association 1995 - Present
Harvard Business School March 2006 - January 2012
Harvard Business School August 2002 - February 2006
Pratt Institute January 2001 - December 2002
Credit Suisse First Boston March 2000 - July 2002
Skills
Library, Research, Training, Project Management, Management, Staff Development, Instructional Design, Library Research, Archives, Teaching, Databases, Electronic Resources, Library Science, Information Literacy, Library Instruction, Publishing, Curriculum Design, Collection Development, Library Management, Cataloging, Metadata, Content Management, Knowledge Management, Emerging Technologies, Academic Libraries, Digital Libraries, Information Retrieval, Online Research, Digitization, Taxonomy, Information Management, Virtual Reference, Libraries
Education
Simmons College
Doctoral Candidate
Columbia University, School of Library Science
Master
New York University
Bachelor of Arts
Goldman Sachs March 2010 - 2013
UBS Investment Bank June 2008 - March 2010
Morgan Stanley 2003 - 2008
RBS Greenwich Capital 2001 - 2003
Immersant 2000 - 2001
Credit Suisse First Boston 1998 - 2001
Advanced Data Systems 1996 - 1998
Federated Systems Group 1995 - 1996
Skills
FX Options, Trading Systems, Derivatives, Portfolio Management, Equity Derivatives, Electronic Trading, Investment Banking, Fixed Income, Trading, Hedge Funds, Equities, Sybase, Market Risk, Credit Derivatives, Low Latency, Market Data, Prime Brokerage, Middle Office, Design Patterns
Education
Rensselaer Polytechnic Institute
Bachelor of Science (BS), Computer and System Engineering
New Jersey Economic Development Authority (NJEDA) November 2014 - Present
New Jersey Economic Development Authority May 2007 - November 2014
Fulton Bank December 2004 - May 2007
Fulton Bank May 2003 - December 2004
Credit Suisse First Boston August 2002 - January 2003
UBSPaineWebber, Inc December 2000 - August 2002
Merrill Lynch, Inc August 1999 - December 2000
Skills
Commercial Lending, Loans, Finance, Credit, Banking, Risk Management, Credit Analysis, Real Estate, Management, New Business Development, Underwriting, Sales, Commercial Real Estate, Financial Risk, Small Business Lending, Commercial Banking, Nonprofits, Real Estate Economics, Credit Risk, Funding, Public Speaking, Real Estate Development, Economic Development, Policy, Loan Origination, Lines Of Credit, Commercial Mortgages, Portfolio Management, Financial Analysis, Mortgage Lending, Small Business
Education
Rutgers, The State University of New Jersey-New Brunswick 1994 — 1999
BA
Vertafore April 2015 - Present
Vertafore October 2013 - April 2015
Vertafore September 2012 - October 2013
Vertafore June 2010 - September 2012
Vertafore October 2001 - June 2010
Interactive Technologies, LLC June 1996 - September 2001
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
State Reporter Publishing 1995 - 1996
Intertech Publishing 1990 - 1996
Skills
Agile Methodologies, Scrum, Software Development, C#, .NET, REST, JavaScript, SDLC, Web Services, ASP.NET, SaaS, Databases, Enterprise Software, HTML, TFS, SQL, SOA, Refactoring, Test Driven Development, Integration, Visual Studio, jQuery, Ext JS, Web Development, Design Patterns, Architecture, SOAP, IIS, Enterprise Architecture, Cloud Computing, Unit Testing, LINQ, Security, Object Oriented Design, Node.js, PaaS, Git, DDD, Agile Leadership, IaaS, APIs, User-centered Design, HTTP, Cloud Architecture, Computer Science, AngularJS, React, Web Standards, Lean Software...
Education
Rocky Mountain College 1991 — 1995
Bachelor of Science (BS), Computer Science
Align Impact October 2014 - Present
Aspiriant November 2002 - October 2014
Harris myCFO June 2002 - November 2002
Credit Suisse First Boston June 2001 - March 2002
Skills
Wealth Management..., Investment Advisory, Retirement Planning, Strategic Planning, Insurance, Personal Financial..., Estate Planning, Risk Management, Private Foundations, Accounting, Wealth Management, Financial Planning, Finance, Investment Management, Investments, Financial Advisory, Financial Services, Management, Strategy, Portfolio Management, Impact Investing, Venture Philanthropy, Philanthropic strategy, Multi-generational..., Multi-generational...
Education
Southern Methodist University 1997 — 2001
Bachelor of Business Administration (BBA), Finance, General
The Bolles School 1994 — 1997
Highschool Diploma, 9-12th
Vista Equity Partners September 2014 - Present
Vista Equity Partners September 2014 - Present
Vista Equity Partners January 2014 - August 2014
Vista Equity Partners August 2012 - December 2013
Austin Ventures 2008 - 2012
The Blackstone Group LP 2007 - 2008
Primus Capital Partners 2003 - 2006
Credit Suisse First Boston 2001 - 2003
Skills
Private Equity, Venture Capital, Software, Internet, Digital Media, Social Media, Brazilian Jiu-Jitsu, Mergers & Acquisitions, Start-ups, Portfolio Management, Corporate Development, Valuation, Finance, Enterprise Software, Due Diligence, Investments, MMA, Corporate Finance, Entrepreneurship, Financial Modeling, Strategy
Education
Princeton University
AB, Economics
The University of Chicago - Graduate School of Business
MBA, Finance & Entrepreneurship
IMSA
MountainView Capital Holdings September 2008 - Present
Natixis April 2002 - January 2008
Credit Suisse First Boston April 2001 - April 2002
UBS September 1997 - April 2001
Skills
Capital Markets, Securitization, Mortgage Lending, Fixed Income, Loans, ABS, Mortgage Banking, Structured Finance, Valuation, MBS, Finance, Portfolio Management, Funding, Credit Analysis, Banking, Credit, Hedge Funds, Asset Managment, Investments, Asset Management, Financial Structuring, Investment Properties, Residential Mortgages, Management, Loan Origination, Real Estate Economics, Real Estate Financing, Underwriting
Education
Princeton University 1993 — 1997
Bank of America February 2013 - Present
Bank of America April 2012 - Present
CIBC World Markets June 2006 - June 2011
Credit Suisse First Boston 2004 - 2006
UBS Investment Bank 2001 - 2004
UBS 2001 - 2004
SunGard 1994 - 2000
Exis Consulting June 1992 - July 1994
Skills
Equities, Credit Risk, Foreign Exchange, Fixed Income, Investment Banking, Market Risk, Capital Markets, FX Options, Prime Brokerage, Asset Management, Trading, Trading Systems, Electronic Trading, Financial Markets, Financial Services, Portfolio Management, Hedge Funds, Options, Market Data
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance and Multinational Management
Princeton University 1984 — 1988
BSE, Electrical Engineering and Computer Science
U.S. Bank November 2013 - Present
Credit Suisse First Boston 1999 - November 2013
CSFB 1999 - November 2013
Credit Suisse, New York 1999 - November 2013
Credit Suisse Group 1999 - November 2013
Credit Suisse 1999 - November 2013
Bankers Trust 1986 - 1999
Bankers Trust (now Deutschebank) 1986 - 1999
Deutsche Bank / Bankers Trust (New York) 1986 - 1999
Lehman Brothers 1981 - 1984
Skills
Investment Banking, Prime Brokerage, Middle Office, Trading Systems, Fixed Income, Equities, Derivatives, Investment Management, Credit Derivatives, Project Portfolio..., Capital Markets
Education
Queens College 1974 — 1978
Amazon.com October 2014 - Present
Amazon.com November 2012 - October 2014
Cisco Systems May 2012 - November 2012
US Airways 2011 - July 2012
Cave Creek Capital Management June 2010 - August 2010
Credit Suisse First Boston May 2008 - August 2009
Barclays Capital April 2007 - May 2008
Merrill Lynch 2005 - 2007
Skills
Financial Modeling, Budget Process, Revenue Forecasting, Forecasting, Hyperion Planning, Microsoft Excel, Business Objects, Variance Analysis, Capital Markets, Capital Budgeting, Project Management, Data Mining, Financial Analysis, Finance, Data Analysis, Investments, Corporate Finance, Management, Analytics, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2011
MBA, Finance
Rutgers, The State University of New Jersey-New Brunswick 2003 — 2005
Master of Science (MS), Electrical, Electronics and Communications Engineering
R. V. College of Engineering, Bangalore 1997 — 2001
Bachelor of Engineering (B.E.), Electrical, Electronics and Communications Engineering
FAPS
Arena Energy April 2014 - Present
Credit Suisse September 2012 - March 2014
Lazard Freres & Co. July 2003 - August 2012
Credit Suisse First Boston May 1999 - July 2004
American Ref-Fuel Company 1987 - 1992
American Ref-Fuel Company 1987 - 1992
Skills
Administrative..., Office Management, Investment Banking, Microsoft Excel, Outlook, Microsoft Office
Education
High School
San Jacinto College
Citi August 2014 - April 2015
Consumer Reports January 2012 - May 2014
Bank of America January 2009 - December 2011
Banc of America Securities September 2005 - December 2008
Records Improvement Institute (RII) April 2002 - September 2005
Credit Suisse First Boston November 2001 - March 2002
Baker Robbins & Company January 2000 - September 2001
Skills
Policy, Information Management, Records Management, Business Analysis, Project Planning, Office Management, Knowledge Management, Cloud Computing, Document Management, Governance, Vendor Management, Program Management, Privacy, Electronic Records..., Litigation Support, Metadata Standards, Electronic Document and..., Information Governance, Project Management, Team Building, Team Leadership, Cross-functional Team..., Program Development, Problem Solving, Banking, Investment Banking, Securities, Non-profits, Manufacturing, Pharmaceutical Industry, Regulatory Requirements, Compliance, Legal Support Services, Report Writing, EDRMS, RFP Development, Strategic Planning for..., Privacy Law, Strategic Planning, Business Process..., Nonprofits, Financial Services, Management, Risk Management, RFP, Information Technology, Requirements Analysis, Leadership, Data Privacy, CRM
Education
State University of New York at Albany
MLS, Information Science, Records Management
City University of New York-Queens College
Bachelor of Arts (B.A.), English Language and Literature, General
University of Michigan - School of Information
PhD program - required coursework, Information Policy - Electronic Records
A Financial Services Distribution Company January 2011 - Present
KBS Capital Markets Group December 2005 - December 2010
Credit Suisse First Boston 2001 - 2003
Education
Regis University 1995 — 1999
Business Administration, Finance
Semester at Sea (Fall 1997) 1997 — 1997
International Business
Chaminade College Prep 1991 — 1995
Lucera HQ October 2013 - March 2014
BNP Paribas August 2012 - September 2013
Bid That, Inc. 2012 - September 2012
NYSE and Burstream 2011 - 2011
Joyent 2010 - 2011
Cutler Group, LP 2008 - 2009
Tower Three Capital, Inc. 2004 - 2007
Yahoo! Inc. 1998 - 2003
Credit Suisse First Boston 1993 - 1995
Morgan Stanley 1991 - 1993
Skills
Business Development, Options, Trading, Finance, Venture Capital, CRM, Electronic Trading, Entrepreneurship, Project Management, Start-ups, Strategy, Marketing, Distributed Systems, Management, Financial Modeling, SaaS, Financial Markets, Financial Risk, Enterprise Software, FX Options, Business Analysis, Trading Systems, Risk Management, Analytics, Derivatives, Equities, Commodity
Education
Purdue University 1979 — 1983
BS
Purdue University
Computer Sciences Corporation February 2010 - Present
Farmers Insurance Group August 2006 - February 2010
Zurich Financial Services (Zurich Farmers Insurance Services US) 2006 - February 2010
OEIS - Online Encyclopedia of Integer Sequences 1995 - 2010
Paramount Pictures September 1994 - April 2006
Paramount Pictures January 1994 - September 1994
Paramount Pictures February 1991 - February 1994
Credit Suisse First Boston July 1988 - February 1991
American Hoechst Corporation June 1984 - July 1988
Skills
Storage Area Networks, Personnel Management, Budgets, SDLC, Outsourcing, Project Management, Disaster Recovery, Oracle, Requirements Analysis, Vendor Management, System Architecture, Project Portfolio..., ITIL, Visio, Business Analysis, Data Center, PMP, Program Management, IT Management, Enterprise Architecture, Solution Architecture, Integration, PMO, SharePoint, Project Delivery, IT Service Management, IT Strategy, Unix, Risk Management, Project Planning, Quality Assurance, MS Project, Leadership, Resource Management, Storage, Mainframe, Infrastructure, Management, Business Process, Service Delivery, Software Project..., Operating Systems, Systems Analysis, Information Technology, IT Outsourcing, IT Operations, Data Migration, Governance, Business Process..., Staff Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1975 — 1981
Bachelor of Arts (BA), Computer Science
Gov Livingston 1971 — 1975
High School, High School/Secondary Diplomas and Certificates
Governor Livingston 1971 — 1975
High School, High School
Governor Livingston High School 1971 — 1975
High School, High School
JSPOA October 2010 - Present
Independent Consultant October 2008 - December 2011
Perochial School August 2007 - August 2008
Perochial School October 2006 - June 2007
HSBC June 2004 - June 2006
Non-Profit Organizations July 2002 - June 2004
Credit Suisse June 1984 - June 2002
Credit Suisse First Boston April 1984 - June 2002
Republic National Bank August 1979 - April 1984
Skills
MS Project, Word, Excel, Business Analysis, Disaster Recovery, Banking, Back Office, Operating Systems, Team Building, SDLC, Software Documentation, Strategic Planning, Management, Project Management
Education
Villanova University 2002 — 2002
Certificate, Project Management
Queensborough Community College 1981 — 1982
AAS, Business Administration
Queensborough Community College 1977 — 1981
AAS, Business Data Processing
Spirit Halloween August 2012 - Present
St. Mark's Preschool September 2009 - Present
Spirit Halloween August 2012 - Present
Tastefully Simple November 2009 - Present
Thiry-One August 2011 - August 2014
Blue Hills Inn & Spa February 2004 - February 2006
P.F. Chang's China Bistro August 2003 - February 2004
Credit Suisse First Boston February 2000 - December 2001
Skills
Sales, Team Building, Coaching, Customer Service, Strategic Planning, Project Management, Small Business, Team Leadership, Employee Relations, Microsoft Office, Organizational..., Training, Customer Satisfaction, Recruiting, Leadership, Leadership Development
Education
Raritan Valley Community College 1989 — 1991
South Hunterdon Regional HS 1983 — 1989
Savvy Spaces by Kristin January 2008 - Present
Wellcoaches Corporation 2008 - Present
Kiodex, Inc. March 2000 - June 2004
Credit Suisse First Boston May 1997 - March 2000
Skills
Event Planning, Customer Service, Time Management, Management, Office Management, Social Media Marketing, Administrative..., Team Leadership, Public Speaking, Recruiting, Social Networking, Interviews, Budgets, Human Resources, Payroll
Education
Purchase College, SUNY
University of Minnesota-Twin Cities
Premier Search Advisors March 2009 - Present
Korn/Ferry International 2004 - 2009
Credit Suisse First Boston 2003 - 2004
Enterprise Fund Distributors (AXA Financial) 2001 - 2003
iRev2, Inc. 2000 - 2000
Education
Southern Methodist University 1996 — 1999
Bachelor of Arts (B.A.)
Isidore Newman School
United States Military Academy March 2012 - Present
Department of Defense 2005 - March 2012
Credit Suisse First Boston 2005 - 2005
US Army 1996 - 2003
US Army 1990 - 2003
Skills
National Security, DoD, Operational Planning, Foreign Policy, Counterinsurgency, Military, Civil Military..., Special Operations, Army, Reconnaissance, Weapons, Foreign Military Sales, Afghanistan, Counterintelligence, HUMINT, Military Operations, Intelligence Analysis, Defense, Interagency Coordination, Security Clearance, Tactics, Intelligence, Combat, Counterterrorism, Command, Homeland Security, Intelligence Community, Government Contracting, Military Logistics, Government, Top Secret, Force Protection, Joint Military..., International Security, NATO, Military Training, Military Experience, Emergency Management, Security Operations, Organizational..., Military Liaison, Electronic Warfare, Contingency Planning, SIGINT, Exercises, Navy, Readiness, Information Assurance, C4ISR, Air Force
Education
Texas A&M University - The Bush School of Government and Public Service 2003 — 2006
MPIA, International Relations and Affairs
Texas A&M University - Mays Business School 2003 — 2005
MBA, International Business
Princeton University 1986 — 1990
BA, History
Western Reserve Academy 1983 — 1986
Merrill Lynch, Banc of America August 2010 - August 2015
Credit Suisse First Boston December 2009 - August 2010
Lynx Capital Partners, LLC. June 2008 - December 2009
WaMu 2005 - 2008
Foresters 2003 - 2005
Invesco Funds Group 1997 - 2002
TCI Telecommunications 1995 - 1997
U S WEST 1994 - 1995
AT&T 1986 - 1994
Education
Rutgers University-New Brunswick
BS, Computer Science
Rutgers University-New Brunswick
MA, Music Theory and Copmposition
The Latimer Consulting Group April 2012 - August 2012
Apex Systems, Inc February 2010 - July 2011
Wachovia, A Wells Fargo Company June 2007 - July 2009
The Bank of New York December 1995 - June 2007
Credit Suisse First Boston June 1985 - April 1995
Skills
Enterprise Architecture, Disaster Recovery, DB2, Mainframe, Storage, Infrastructure, Performance Tuning, Capacity Planning, Technical Architecture, SAN, Virtualization, z/OS, Data Center, IBM Mainframe, IT Strategy, MVS, Storage Management, High Availability, IT Operations, Operating Systems, Storage Area Networks, Hardware, Unix, Business Continuity, Solution Architecture
Education
Rutgers University-New Brunswick
Masters, Computer Science
University of Maryland College Park
BS, Math, Computer Science
D&K Engineering 2009 - Present
Indonesian Translations 2007 - 2008
TBI (The British Institute), Indonesia 2004 - 2008
San Francisco State University 2000 - 2001
KMV Corporation 1998 - 1999
Credit Suisse First Boston 1993 - 1994
Skills
Firmware, Software Development, Embedded Systems, Mathematical Modeling, Object Oriented Design, Image Processing, Motion Control, Signal Processing, Applied Mathematics, Statistics, Data Analysis, Robotics, Computer Vision, Software Design, C#, C++, C, Perl, LabVIEW, Matlab, R, OpenCV, Bahasa Indonesia, Systems Engineering, R&D
Education
Stanford University 1995 — 1997
M.A., Economics
Rice University 1989 — 1993
B.A., Computer Science
Therapeutic Monitoring Systems Inc. 2010 - Present
PharmaGap Inc. 2005 - 2010
PharmaGap Inc. 2003 - 2004
Shoreland Partners LLC 2001 - 2003
Credit Suisse First Boston 1998 - 2001
TD Securities 1996 - 1998
TD Securities 1993 - 1996
Eastman Kodak 1988 - 1991
Skills
Biotechnology, Business Development, Business Strategy, Venture Capital, M&A experience, Fundraising, Medical Devices, Medical Software, Clinical Trials, Start-ups, Healthcare, P&L Management, Market Analysis, Competitive Analysis, Strategic Partnerships, Clinical Development, Leadership, Mergers & Acquisitions, Product Development, Corporate Development
Education
Western University 1991 — 1993
MBA - Richard Ivey School of Business, Finance, General
Queen's University 1984 — 1988
Bachelor of Science (B.Sc.) with Honors, Biochemistry
ThinkEco, Inc. November 2011 - Present
Blue Strategies LLC October 2009 - Present
The Paradigm Project May 2009 - Present
Blue Source October 2008 - March 2011
The Blackstone Group January 1992 - September 2008
Credit Suisse First Boston July 1988 - December 1991
Nikko Asset Management September 1986 - June 1987
Merrill Lynch September 1982 - August 1983
Skills
Business Strategy, Angel Investing, Mergers & Acquisitions, Corporate Finance, Executive Management, Private Equity, Valuation, Investment Banking, Venture Capital, Strategic Partnerships, Business Development, Carbon Markets, Joint Ventures, Energy Efficiency, Change Management, Climate Change, Social Entrepreneurship, Start-ups
Education
University of Massachusetts, Amherst 1983 — 1988
BA & BS, Japanese & Finance
Sophia University 1986 — 1987
Japanese Studies
Dominick & Dominick LLC 2005 - 2009
Credit Suisse First Boston 2001 - 2005
Donaldson, Lufkin & Jenrette June 1999 - December 2000
Citibank, N.A. October 1994 - June 1999
Skills
Investment Strategy,..., Alternative &..., Investment..., Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Managment, Securities, Series 7, Investments, Asset Allocation, Leadership, Professional Mentoring, Staff Education &..., Contract Negotiation, Asset Management, Investment Management, Investment Strategies, Due Diligence, Wealth Management, Financial Advisory, Private Banking, Investor Relations, Strategic Financial..., Investment Advisory, Retirement Planning, FINRA, Bonds, Equity Trading, Financial Services, Risk Management, ETFs, Emerging Markets, Finance, Economics, Commodity, Wealth Management..., Fund Of Funds, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA
Sewanee-The University of the South 1987 — 1991
BA
St. John's College, Oxford University
The Pingry School 1983 — 1987
High School
Melinae March 2013 - August 2014
Maritime Parc March 2012 - December 2012
Jefferies & Company December 2010 - February 2012
Comodo February 2010 - November 2010
Needham & Company August 2007 - February 2010
Morgan Stanley August 2004 - June 2006
Credit Suisse First Boston June 2001 - August 2004
The MONY Group August 1999 - May 2001
Credit ReMortgage Capital (the Related Companies) June 1998 - June 1999
Skills
Event Planning, Event Management, Corporate Communications, Corporate Events, Travel Management, Executive Calendar..., Heavy Calendaring, PowerPoint, Microsoft Excel, Microsoft Word, SharePoint, Lync, Outlook, WebEx, Marketing Communications, Roadshows, Conference Coordination, Conferences, Marketing Event Planning
Education
Stevens Institute of Technology 1992 — 1994
Biology/Biological Sciences, General
Immaculate Conception HS 1988 — 1992
High School, Honors/Regents High School/Secondary Diploma Program, 3.8
Saint Peter's University
Bachelor of Arts (B.A.), Business
State Street August 2015 - Present
Morgan Stanley June 2010 - July 2015
Bank of America July 2009 - August 2010
Credit Suisse First Boston September 2008 - June 2009
UBS Wealth Management December 2006 - September 2008
Skills
Spring, Hibernate, Java Enterprise Edition, JMS, UML, SOA, XML, Spring Framework, Design Patterns, Unix, Core Java, REST, Web Services, Scala, Python, Functional Programming, Agile Methodologies, Java, SDLC, SQL
Education
Punjab Technical University
B.Tech
EFG Wealth Management (Bermuda) Ltd June 2015 - Present
EFG Wealth Management (Bermuda) Ltd August 2014 - Present
C.M. Advisors Ltd January 2010 - May 2015
C.M. Advisors Ltd January 2008 - December 2009
C.M. Advisors Ltd February 2005 - December 2007
Capital Management Advisors Ltd Bahamas October 2004 - February 2005
Boston Private Value Investors, Inc. June 2002 - September 2004
Credit Suisse First Boston March 1995 - June 2002
Skills
Board of Directors, Management, Project Management, Operations Management, Corporate Finance, Financial Services, Client Services, Team Leadership, Fund Accounting, Fund Administration, Trade Compliance, Regulatory Compliance, Hedge Funds, Fund Of Funds, Trading, Employee Management
Education
Providence College 1988 — 1992
Bachelor of Science (BS), Business Administration, Cum Laude Graduate
Consumer Financial Protection Bureau (CFPB) June 2015 - Present
CoreLogic 2013 - 2015
Interactive Data 2010 - 2012
Federal Home Loan Mortgage Corporatation 2008 - 2010
Bank of America 2007 - 2008
Nomura Securities 2005 - 2007
Credit Suisse First Boston 2003 - 2005
Central Loan Administration and Reporting 1997 - 2003
PHH Mortgage 1996 - 1997
Skills
Capital Markets, Securitization, Credit, Risk Management, Loans, Mortgage Lending, Portfolio Management, Loan Origination, Finance, Financial Risk, Mortgage Banking, Mortgage Servicing, Credit Analysis, Trading, Asset Management, Credit Risk, Residential Mortgages, Financial Services, Structured Finance, Fixed Income, Loan Servicing, Valuation, Foreclosures, Securities, Due Diligence, Reverse Mortgages, MERS, Performing, Loss Mitigation, ABS, Executive Management, Structured Products, Short Sales, Secondary Market, Real Estate, MBS, Loan Modifications, Hedging, Mortgage Underwriting, Special Servicing, Forbearance, Deed in Lieu, Financial Structuring
Education
Rutgers Business School 2005 — 2007
Master of Business Administration (M.B.A.), Finance
Thomas Edison State College
Bachelor of Science (B.S.), Finance
Burnett Specialists December 2010 - Present
Merrill Lynch August 2009 - September 2010
Piper-Morgan Associates May 2009 - August 2009
MK Personnel November 2007 - May 2009
SCF Partners March 2007 - May 2008
Credit Suisse First Boston September 1999 - November 2005
ABN AMRO January 1998 - September 1999
Skills
Marketing, Friendly Personality, Technical Recruiting, Recruiting, Executive Support, Sales, Human Resources, Talent Acquisition, Temporary Staffing, Temporary Placement, Applicant Tracking..., Onboarding, Contract Recruitment, Executive Search, Internet Recruiting, Recruitment Advertising, Sourcing, Benefits Negotiation, Cold Calling, PeopleSoft, Staffing Services, Employee Benefits, Resume Writing, Payroll, Workforce Planning, Taleo, Talent Management, Employer Branding, HRIS, Permanent Placement, Screening, College Recruiting, Screening Resumes, Time Management, Interviews, Employee Relations, New Hire Orientations, Training, HR Policies, Personnel Management, Consulting, Performance Management, Benefits Administration, Employee Engagement, Client Development, Employee Training, Deferred Compensation, RPO, Hiring, Behavioral Interviewing
Education
Kingwood High School 1988 — 1992
Southwestern Oklahoma State University
Apriton Educational Advisors June 2015 - Present
Vantage Program - Minnetonka Advanced Professional Studies June 2013 - June 2015
Minnetonka Public Schools 2005 - 2013
Eden Prairie High School September 2004 - December 2004
Cargill Financial Services Corporation 1993 - 2003
Credit Suisse First Boston 1987 - 1991
Skills
Business Strategy, Instructional Technology, Differentiated..., Research, Management Consulting, Classroom Management, Teaching, Technical Course..., Innovation Development, Instructional Design, Instruction, Leadership, Educational Technology, Lesson Planning, Staff Development, Educational Leadership, Technology Integration, Elementary Education, Curriculum Development, Curriculum Design, Public Speaking, Strategic Planning, Training, Management
Education
University of Oxford 1984 — 1987
Master of Arts (M.A.), Modern History
Tuck School of Business at Dartmouth 1991 — 1993
Master of Business Administration (MBA), Finance
University of Saint Thomas 2004 — 2005
Master of Education (M.Ed.), Social Studies Teacher Education
Saint Mary's University of Minnesota 2013 — 2014
Education Specialist, Principal Licensure
Leiter Realty Group & Leiter Property Management 2004 - Present
Sapient Investments 1998 - Present
Credit Suisse First Boston October 1996 - March 2000
Skills
Leases, Property Management, Real Estate Economics, Investment Properties, Negotiation, Condos, Management, Sales, Real Estate, Sellers, Residential Homes, Real Estate Transactions, Luxury, Real Estate Development, Finance, Investors, Brokerage, Real Estate Financing, Rentals, Entrepreneurship, Single Family Homes, Relocation
Education
Sarah Lawrence College 1988 — 1992
Bachelor of Arts (B.A.)
Microsoft July 2010 - Present
Barclays Wealth September 2008 - August 2009
Lehman Brothers 2007 - 2008
Lehman Brothers 2005 - 2007
Lehman Brothers 1992 - 2005
Credit Suisse First Boston 1986 - 1992
Skills
Market Data, Project Management, Financial Services, Program Management, Sales, Training, Risk Management, IT Strategy, Vendor Management, SDLC, Portfolio Management, IT Management, Quality Assurance, Business Analysis, Leadership, Management, Trading Systems, Capital Markets, Business Intelligence, Strategy, Integration, Mergers & Acquisitions, CRM, Investment Banking, Fixed Income, Equities, Asset Management, Information Technology
Education
Rutgers University-New Brunswick
BA, Economics
Private Consultant February 2013 - Present
Altametrics January 2014 - August 2014
Gala Corp October 2011 - January 2013
Credit Suisse First Boston December 2000 - September 2001
Chevys July 1999 - September 2000
Chevys February 1999 - July 1999
Chevys July 1992 - February 1999
Skills
Financial Analysis, Financial Modeling, Forecasting, Strategic Planning, Budgets, Cross-functional Team..., Business Strategy, Competitive Analysis, Financial Reporting, Accounting, Microsoft Excel, Corporate Finance, Finance, Income Statement, Market Research, Franchising, Leadership, Training, Mergers & Acquisitions, Strategy, Data Analysis, Payroll
Education
University of California, Los Angeles - The Anderson School of Management 2008 — 2011
MBA, Finance and Accounting
Rutgers University-New Brunswick 2001 — 2003
BA, Economics and Mathematics
Tesser March 2010 - Present
Marketing, Copywriting & Design 1999 - Present
Dark Garden August 2008 - March 2010
Saputo Design Inc. May 2005 - October 2008
Amgen November 2004 - May 2005
Credit Suisse First Boston 1999 - 2004
Yale Repertory Theatre September 1996 - June 1999
Berkeley Repertory Theatre August 1994 - July 1996
Skills
Copywriting, Strategy, Research, Fitness, Automotive, Digital Signage, QSR, Restaurant Design, Social Media, Corporate Social..., Restaurants, Social Media Marketing, Public Speaking, Graphic Design, Creative Direction, Photography, Advertising, Quality System, Adobe Creative Suite, Management, Integrated Marketing, Public Relations, Marketing, Digital Strategy, Event Management, Leadership
Education
Yale University 1996 — 1999
Masters, Arts Management
San Francisco State University
Bachelor of Arts (BA)
SYNNEX 2007 - 2014
Symbol of ART January 2005 - April 2011
Zipzoomfly.com September 2006 - April 2007
Universal abit January 2004 - September 2006
Credit Suisse First Boston July 2002 - October 2002
Skills
Graphic Design, Motion Graphics, Web Design, Concept Design, Creativity, Trade Shows, Operations Management, Contract Negotiation, Contract Management, Data Analysis, Sales, Marketing, Business Development, Procurement, Supply Chain, Account Management
Education
San Jose State University 1998 — 2001
Digital Communication and Media/Multimedia
Credit Suisse April 2012 - February 2015
Credit Suisse October 2007 - March 2012
Credit Suisse First Boston May 2005 - October 2007
Education
Seton Hall University 2003 — 2005
Bachelor, Finance
Entropy Solar Integrators, LLC June 2014 - Present
Argand Energy Solutions, LLC August 2006 - June 2014
Bank of America 2003 - 2006
Credit Suisse First Boston 2000 - 2003
Scott & Stringfellow Inc. 1997 - 2000
OLDE Stockbrokers 1993 - 1997
Skills
Solar Energy, Renewable Energy, Photovoltaics, Project Management, Start-ups, Solar Thermal, Alternative Energy, Energy Management, Sustainable Energy, Contract Negotiation, Cleantech, Program Management, Strategic Planning, Energy Policy, Energy, Business Planning, Leadership, Energy Efficiency, Product Development, Business Strategy, New Business Development, Smart Grid, Strategy, Business Development, Due Diligence, Environmental Awareness, Entrepreneurship, Marketing Strategy, Sustainability
Education
Wharton School of Business 2005 — 2005
Certified Investment Management Analyst (CIMA), Professional Certification
Radford University 1988 — 1992
Queens College February 2014 - Present
Bank of America Merrill Lynch September 2010 - November 2013
PNC Financial Services Group April 2010 - September 2010
Citi January 2006 - March 2010
AEA Investors LP May 2004 - December 2005
Rothschild May 2002 - May 2004
Credit Suisse First Boston May 1996 - December 2001
Skills
Talent Management, Strategy, Recruiting, Management, College Recruiting, Employee Relations, Human Resources, Interviews, Program Management, Leadership, Training, Coaching, Career Counseling, People Skills, Financial Services, Performance Management, Banking, Employer Branding, Resume Writing, Employee Training, Career Development, Leadership Development, Department Budgeting, Brand Management, Organizational Design, Public Speaking, Event Planning
Education
Baruch College, Zicklin School of Business 2014 — 2017
Master of Science (MS), Industrial Labor Relations
Queens College
Bachelor of Arts (B.A.), Psychology
Cate Street Capital 2010 - Present
Aladdin Capital 2009 - 2010
IDCG 2008 - 2008
Merrill Lynch 2006 - 2007
Deutsche Bank 2001 - 2006
Credit Suisse First Boston 1994 - 2001
Baltimore Orioles 1988 - 1992
Skills
Derivatives, Structured Finance, Renewable Energy, Market, Capital Markets, Fixed Income, Investment Banking, Equities, Hedge Funds, Structured Products, Private Equity, Securitization, Private Placements, Asset Management, Alternative Investments, Valuation, Financial Modeling, Credit, Due Diligence, Equity Research, Leveraged Finance, Financial Markets, Venture Capital, Equity Derivatives, Emerging Markets, Investments, Bonds, Financial Structuring, Bloomberg, High Yield, Credit Derivatives, Corporate Finance, IPO
Education
Princeton 1988 — 1992
BA, Economics
Gilman
LaBranche & Co. September 2003 - Present
LaBranche Structured Products 2004 - 2008
Credit Suisse First Boston July 1994 - July 1999
Credit Suisse 1994 - 1999
Education
Providence College 1989 — 1992
BlackRock April 2009 - Present
Deutsche Bank Securities January 2003 - July 2008
Credit Suisse First Boston April 1985 - December 2002
Skills
ABS, Business Development, Commercial Mortgages, Commercial Real Estate, Finance, Fixed Income, Loans, Real Estate Economics, Risk Management, Securitization, Team Building, Asset Management, Capital Markets, Investment Banking, Portfolio Management
Education
Queens College 1981 — 1984
Bachelor, Computer Science/Math, Economics
GE Capital November 2014 - Present
Morgan Stanley December 1995 - July 2014
Credit Suisse First Boston September 1988 - December 1995
Reuters March 1985 - September 1988
Skills
Prime Brokerage, Equities, Securities, Risk Management, Fixed Income, Vendor Management, Hedge Funds, Capital Markets, Derivatives, Equity Derivatives, Middle Office, Trading Systems, Series 7, Investment Banking, Swaps, Program Management, Financial Services, Trading, Wealth Management, Bonds, Operational Risk, Securities Lending, Back Office, Operational Risk..., Business Development, Business Process, Financial Analysis, Executive Management, Project Management, FX Options, Interest Rate...
Education
Roosevelt University 1983 — 1985
Bachelor of Business Administration (B.B.A.), Finance
University of Illinois at Urbana-Champaign 1979 — 1983
Electrical Engineering
Rentech, Inc. December 2014 - Present
Rentech, Inc. August 2011 - November 2014
LeadPoint, Inc. 2004 - July 2011
JS, Inc. 2001 - 2006
Digital Entertainment Solutions 2000 - 2001
eNutrition, Inc. 1998 - 2000
Credit Suisse First Boston 1992 - 1998
The First Boston Corporation 1988 - 1990
Skills
Venture Capital, Financial Management, Mergers, IPO, Investment Banking, Start-ups, Strategic Partnerships, Private Placements, Private Equity, Corporate Finance, Mergers & Acquisitions, Managerial Finance, E-commerce, CRM, SEC filings
Education
UCLA Anderson School of Management 1990 — 1992
MBA
Southern Methodist University 1984 — 1988
BBA
Deutsche Bank June 2010 - Present
CareerBridge March 2009 - June 2010
JPMorgan Chase March 2003 - February 2009
Credit Suisse First Boston April 2001 - June 2002
Columbia University September 2001 - May 2002
JP Morgan July 1995 - March 2001
Skills
Equities, Derivatives, Project Management, Business Analysis, PMP, Entrepreneurship, Management, Financial Modeling, Leadership, Strategy, Program Management, Investment Banking, Analysis, Capital Markets, Portfolio Management, Fixed Income, IT Strategy, Risk Management, CRM
Education
New York University - Leonard N. Stern School of Business 2009 — 2011
MBA
Leadership Somerset 2008 — 2009
New York Institute of Finance
Certificate
Ocean Township High School
Rutgers University-New Brunswick
Bachelors of Arts
University of Pennsylvania April 2008 - Present
CalSTRS Alternative Investments April 2004 - April 2008
SinoPac Securities April 2003 - April 2004
Lehman Brothers November 2000 - May 2002
Credit Suisse First Boston August 1999 - October 2000
Roberston, Stephens & Co. June 1996 - July 1997
Arthur Andersen November 1994 - June 1996
Skills
Alternative Investments, Asset Management, Asset Managment, Due Diligence, Equities, Financial Modeling, Hedge Funds, Investments, Mergers, Portfolio Management, Private Equity, Valuation, Venture Capital
Education
The University of Texas at Austin - The Red McCombs School of Business 1997 — 1999
MBA
Rochester Institute of Technology 1989 — 1992
BSc
Funemployed May 2015 - Present
Peter's Photography January 2005 - Present
Wells Fargo Securities August 2012 - May 2015
Merlin Securities May 2011 - July 2012
Bridgewater Associates November 2008 - August 2009
Bank of America September 2006 - November 2008
JPMorganChase November 2004 - August 2006
JPMorgan 2004 - 2006
Credit Suisse First Boston September 2002 - November 2004
Sapient June 1997 - July 2002
Skills
Trading Systems, Equities, Options, SDLC, Application Architecture, Hedge Funds, Prime Brokerage, Program Trading, Agile Methodologies, Subversion, JIRA, HTML, Sybase, C++, SOA, C#, Oracle, JSON, Derivatives, WPF, Electronic Trading, XML, Financial Markets, Microsoft SQL Server, Software Development, Enterprise Architecture, Object Oriented Design, .NET, Project Management, Consulting, Software Project..., Trading, Capital Markets
Education
Rensselaer Polytechnic Institute 1993 — 1997
BS
BMC Software January 2011 - Present
JKH Consulting, Inc. January 1997 - January 2011
Construction May 2009 - December 2010
Diaiichi April 2008 - May 2009
Goldman Sachs April 2007 - April 2008
JPMorgan Chase March 2005 - April 2007
Barr Labs August 2004 - March 2005
Melillo Consulting 2004 - 2005
JPMorgan Chase October 2000 - August 2004
Credit Suisse First Boston November 1998 - October 2000
Skills
Program Management, Project Management, Disaster Recovery, Business Continuity, Market Data, Connectivity, ECN, ITIL, SDLC, Change Management, Mergers, Management, Governance, Business Process..., Financial Services, Process Improvement, Project Planning, Mergers & Acquisitions, CRM, Business Analysis, Leadership, Data Center, Vendor Management, Software Documentation, Security, ERP, Analysis, PMO, System Deployment, Consulting, Enterprise Architecture, IT Strategy, Enterprise Software, Project Portfolio..., Integration, Infrastructure, Information Technology, IT Service Management, Professional Services, IT Management, Cloud Computing, SaaS, Requirements Analysis
Education
Saint Peter's University 1979 — 1980
Dickinson High School 1974 — 1978
Hig School Diploma, Business Administration and Management, General
IMM 2013 - Present
Nobel Biocare 2012 - 2012
Verizon Wireless May 2009 - July 2011
Vonage November 2008 - May 2009
Vonage January 2008 - May 2009
MPROi for AT&T June 2006 - August 2007
Spherion-South Plainfield NJ 2006 - 2006
Engelhard Corporation 1999 - 2005
Credit Suisse First Boston November 1997 - August 1999
Mastercard International 1996 - 1997
Skills
Management, Social Skills, Troubleshooting, Process Improvement, Vendor Management, Software Documentation, Visio, Call Center, Technical Support, Project Management, Team Building, Team Leadership, Change Management, Data Center, Program Management, Customer Service, Business Analysis, ITIL, Access, Telecommunications, Call Centers, Quality Assurance, Training, Lotus Notes, Leadership, Databases, Integration, Hardware, Testing, Business Process, Computer Hardware, Customer Satisfaction
Education
University of Phoenix-Online 2011 — 2014
Bachelor of Technology expected
Queensborough Community College 1985 — 1988
AAS
Moody's Investor Services Computer ProgrammerMorgan Stanley1994 - 2005
Credit Suisse First Boston 1993 - 1994
Skills
Sybase, Unix, SQL, SDLC, Agile Methodologies, Databases, Microsoft SQL Server, Software Development, Database Design, XML, Requirements Analysis, Windows, Software Project..., JavaScript, Web Services, Business Analysis
Education
Rensselaer Polytechnic Institute 1987 — 1993
Lehman Brothers July 2001 - Present
Credit Suisse First Boston October 1999 - July 2001
Education
Robert Morris University - Illinois 1997 — 2000
Dollar Thrifty Automotive Group October 2007 - Present
ChoicePay April 2007 - October 2007
Dollar Thrifty Automotive Group December 2005 - April 2007
Credit Suisse First Boston June 2005 - December 2005
Weather News Americas Inc May 2005 - June 2005
Skills
.NET, T-SQL, ASP.NET, Management, C#, Microsoft SQL Server, Agile Methodologies, SharePoint, Software Development, Databases, SDLC, Business Analysis, Requirements Analysis, SSIS, VB.NET, SQL
Education
Shreemati Nathibai Damodar Thackersey Women's University 1991 — 1994
MCA, Computer Science
The Hartford August 2015 - Present
The Hartford February 2013 - Present
The Hartford 2005 - Present
SMBC-CM 1996 - 2005
SMBC Capital Markets 1996 - 2005
SBCM 1996 - 2005
Credit Suisse First Boston 1992 - 1996
OMR Systems 1990 - 1992
Quotient 1986 - 1990
Skills
Compliance, Security, Risk Management, IT Management, Disaster Recovery, CISSP, Writing, Records Management, Electronic Discovery, Electronic Trading..., Market Data, Risk Assessment, Business Analysis, Business Process
Education
Rutgers, The State University of New Jersey-New Brunswick 1979 — 1983
Bachelor of Arts, Communications
Clean Energy Advantage 2010 - Present
California Clean Energy Fund 2010 - Present
Christensen Fund 2009 - Present
Climate Action Reserve 2007 - Present
New Resource Bank 2006 - Present
Credit Suisse First Boston 1998 - 2002
JPMorgan Chase 1995 - 1999
Skills
Venture Capital, Sustainability, Private Equity, Mergers & Acquisitions, Corporate Social..., Entrepreneurship, Cleantech, Strategy, Start-ups, Social Entrepreneurship, Strategic Planning
Education
Princeton University
MPA, Woodrow Wilson School
University of California, Berkeley
RiskVal Financial Solutions November 2001 - Present
Credit Suisse First Boston 2001 - 2004
Concero, Inc. January 2001 - October 2001
IBM 1998 - 2000
Skills
Java Enterprise Edition, Java, JavaScript, JSP, Design Patterns, SQL, Eclipse, C#, Algorithms, C++, Oracle, Microsoft SQL Server, Visual Studio
Education
Rensselaer Polytechnic Institute 1994 — 1998
Deutsche Bank April 2007 - Present
Deutsche Bank Securities 2007 - Present
Brean Murray, Carret & Co. 2006 - 2007
Lazard 2003 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Equity Research, Investment Banking, Capital Markets, Equities, Valuation
Education
University of Toronto - University College 1978 — 1981
PhD, Near Eastern Studies (Egyptology)
University of Oxford 1974 — 1977
BA, Oriental Studies (Egyptology)
Princeton University 1970 — 1974
BA, Classics
Hewlett-Packard February 2015 - Present
SKY IT GROUP January 2008 - January 2015
Bunge Global Agribusiness July 2005 - January 2008
ADP June 2005 - July 2005
Stryker Orthopaedics March 2005 - May 2005
Equity One November 2004 - March 2005
Aventis August 2002 - October 2004
Credit Suisse First Boston December 2001 - July 2002
EBS December 2000 - November 2001
Skills
Quality Center, QTP, LoadRunner, Test Management, Quality Assurance, SiteScope, Test Strategy, Pre-sales, Performance Center, HP, SOA, Automation, SDLC, Functional Test..., Test Planning, Performance Testing, Business Service..., Application Performance..., Infrastructure..., Application Monitoring, Enterprise Architecture, Enterprise Software, Consulting, Professional Services, Perl, Business Intelligence, SaaS, Operations Management, Business Analysis, Cloud Computing, Software Quality..., Hardware Diagnostics, Integration, LR, Agile Methodologies, Testing, Regression Testing, Load Testing, Test Automation, HP Quality Center, HP QTP
Education
Shanmugha Arts, Science, Technology and Research Academy 1989 — 1993
Engineering
penn square capital group January 2007 - Present
Penn Square Capital 2006 - 2007
Credit Suisse First Boston June 1998 - December 2006
Education
Roanoke College 1988 — 1992
Scholastic Inc. 2009 - Present
Institutional Investor January 2007 - 2009
Alpha Magazine 2007 - 2009
Prudential Financial September 2005 - January 2007
Needham & Company October 1999 - January 2005
Credit Suisse First Boston June 1993 - October 1999
Institutional Investor Magazine June 1989 - June 1993
Skills
Editing, Publications, Copy Editing, Editorial, Management, Magazines, Marketing, Fact-checking
Education
Rutgers University-New Brunswick 1983 — 1987
Macquarie Bank April 2008 - August 2009
Morgan Stanley February 2003 - October 2007
Credit Suisse First Boston October 2001 - February 2003
Alliance Consulting April 2000 - July 2001
Nine West Accessories October 1998 - November 1999
Education
Seton Hall University 1994 — 1998
William Tennent High School 1990 — 1994
Credit Suisse January 2009 - Present
Hewlett-Packard May 2004 - December 2008
Credit Suisse First Boston August 1995 - May 2004
Credit Suisse August 1983 - August 1995
Skills
Business Analysis, Competitive Analysis, IT Strategy, CRM, Management, Vendor Management, Outsourcing, Program Management, IT Service Management, Change Management, ITIL, IT Management, Project Portfolio..., Service Delivery, PMO, Risk Management, Project Delivery, SDLC, Disaster Recovery, Governance, Enterprise Architecture, Business Process..., PMP, Integration, Business Continuity, Data Center, Resource Management, IT Operations, Information Technology, Solution Architecture, Business Process, Infrastructure, Business Intelligence, Requirements Analysis, Incident Management, Offshoring, Process Improvement, Requirements Gathering, IT Outsourcing, Stakeholder Management, Visio, SharePoint, System Deployment, Software Project..., Service Management, Security, Cloud Computing, Business Transformation, Strategy, Business Process...
Education
Robert Morris University - Illinois
Saint Xavier University
Moovweb 2013 - Present
BuildingEnergy.com 2012 - 2015
C3 2012 - 2013
Hara Software 2010 - 2012
ADX (Liason Technologies) 2005 - 2010
Norvergence Inc. 2001 - 2005
Credit Suisse First Boston 1999 - 2001
Skills
SaaS, Enterprise Software, Cloud Computing, Solution Selling, Strategy, New Business Development, Competitive Analysis, Sales Process, Salesforce.com, Start-ups, Sales Operations, Mobile Devices, Sales, Direct Sales, Marketing, Business Intelligence, Analytics, Lead Generation, CRM, Management, Team Leadership, Product Development, Entrepreneurship, Integration, Strategic Partnerships, Leadership, Professional Services, Team Management, Contract Negotiation, Business Alliances
Education
Saint Peter's University 1994 — 1998
B.S., Business
Laundry Service January 2009 - Present
Movie Loft Productions October 2008 - Present
Franklin Templeton Investments March 2006 - Present
Panamax Films January 2008 - June 2008
Goldman Sachs March 2004 - February 2006
Credit Suisse First Boston February 2001 - March 2004
Skills
Television, Screenwriting, Film, Producing, Process Improvement, New Media, Digital Media
Education
University of Miami 2006 — 2008
MFA, Motion Pictures-Producing
Providence College 1996 — 2000
BS, Finance
BT Conferencing 2013 - Present
XO Communications 2011 - December 2012
E Click Sales March 2008 - January 2011
March Networks June 2006 - November 2007
BT Global Services September 2002 - June 2006
Madge Networks September 1996 - 2000
United States Navy 1989 - 1997
Credit Suisse First Boston March 1994 - June 1996
Skills
Managed Services, Unified Communications, Solution Selling, VoIP, Account Management, IP, Telecommunications, Strategic Partnerships, MPLS, Consultative Selling, New Business Development, Channel Management, SaaS, WAN, Cloud Computing, SIP
Education
Queens College 1983 — 1987
Hillstar Capital September 2015 - Present
American Capital, Ltd. April 2001 - February 2015
Dynamex August 1998 - April 2001
BACE Industries, LLC June 1996 - June 1998
BNP Paribas June 1991 - June 1996
Credit Suisse First Boston May 1989 - June 1991
LaSalle Investment Management June 1988 - April 1989
Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Valuation, Finance, Venture Capital, Investment Banking, Investor Relations, Corporate Development, Subordinated Debt, Capital Formation
Education
Southern Methodist University 1983 — 1988
BS, Mechanical Engineering
Regional Business Leader, Philadelphia February 2015 - Present
Sanofi January 2012 - Present
Sanofi March 2013 - February 2015
Sanofi July 2011 - January 2012
sanofi-aventis July 2010 - July 2011
sanofi-aventis November 2005 - June 2008
Par Pharmaceutical 2003 - 2005
Credit Suisse First Boston 1997 - 2001
Education
Rutgers University-New Brunswick 1999 — 2001
MBA, Finance
Villanova University 1993 — 1997
Deloitte 2006 - Present
Information Strategies Group 1998 - 2006
Merrill Lynch 1997 - 1998
Credit Suisse First Boston 1994 - 1997
Morgan Stanley 1987 - 1994
Education
Purdue University
MS, Industrial Relations
University of Connecticut
BS, Business
Tokio Marine Management, Inc. March 2014 - Present
Nielsen IMS January 2011 - February 2014
Interactive Market Systems November 2003 - January 2011
Nielsen January 1994 - January 2003
Fusion Systems Group, Ltd January 1993 - January 1994
Seer Technologies January 1991 - January 1993
Credit Suisse First Boston January 1990 - January 1992
Skills
Web Applications, C#, HTML, .NET, ASP.NET, jQuery, Web Services, C++, Windows, JavaScript, Software Development, Programming, Computer Science, User Interface, Software Engineering, Visual Studio, CSS, ASP, Application Development, IIS, Microsoft SQL Server, WinForms, Agile Methodologies
Education
City University of New York-Queens College 1979 — 1983
BS Computer Science, Computer Science and Anthropology
Kayne Anderson Capital Advisors 2008 - July 2014
The Blackstone Group 2006 - 2008
Royal Bank of Scotland 2001 - 2006
Credit Suisse First Boston 2000 - 2001
Skills
Investment Banking, Capital Markets, Hedge Funds, Venture Capital, Private Equity, Valuation, Corporate Finance, Equities, Investments, Financial Modeling, Alternative Investments, Portfolio Management, Due Diligence, Fixed Income, Financial Analysis, Mergers & Acquisitions, Finance, Asset Management, LBO, Leveraged Finance, Financial Structuring, Structured Finance
Education
Rutgers University-New Brunswick 1996 — 2000
Rensselaer Polytechnic Institute Managing DirectorSky Lake2003 - 2005
Resolve, Incorporated 2002 - 2003
Credit Suisse First Boston 1999 - 2002
Education
Smith College 1990 — 1994
Crestron Electronics March 2012 - Present
Morgan Stanley January 2003 - March 2012
Kiodex 2000 - 2003
Credit Suisse First Boston 1997 - 2000
American Management Systems (AMS) 1994 - 1997
Skills
Bash, Business Analysis, C, Cloud Computing, Databases, Derivatives, Design Patterns, Distributed Systems, Electronic Trading, Fixed Income, IT Strategy, Integration, JMS, Java, Java Enterprise Edition, Linux, Project Management, Risk Management, SQL, Shell Scripting, Software Development, Software Project..., Trading Systems, UML, Web Services
Education
Rensselaer Polytechnic Institute 1983 — 1987
BS, Computers and Systems Engineering, Management
Triple Point Technology December 2006 - Present
Bear Stearns October 2005 - December 2006
Credit Suisse First Boston April 2001 - September 2005
Houghton Mifflin March 1996 - February 2000
Education Loan Services Inc 1994 - 1996
Covansys 1992 - 1996
Tata Consultancy Services July 1988 - January 1991
Education
PSG College of Technology
Antarctica Capital September 2014 - Present
Deutsche Bank July 2012 - September 2014
UBS Investment Bank July 2010 - July 2012
Rutgers Business School September 2008 - July 2010
Credit Suisse First Boston May 2009 - August 2009
Summit Capital Lending Inc. May 2006 - November 2006
Skills
Financial Modeling, Valuation, Investment Banking, Corporate Finance, Investments, Private Equity, LBO, Alternative Investments, Mergers & Acquisitions, Equities, Portfolio Management, Financial Analysis, Banking, Bloomberg Terminal, Strategy, Capital Markets, Bloomberg
Education
Rutgers University-New Brunswick 2007 — 2010
Bachelor
Johnson And Wales University, North Miami Campus 2005 — 2007
Associates
TC Associates LLC January 2008 - January 2009
Credit Suisse First Boston 1988 - 1992
Education
Princeton University 1981 — 1985
Finacity Corporation August 2011 - Present
Digital Risk LLC 2008 - September 2011
BT Miller Associates 2008 - 2010
ING Capital, LLC 2004 - 2007
Credit Suisse First Boston 1992 - 2004
Daiwa Bank Ltd June 1989 - June 1992
Bankers Trust Company 1988 - 1990
Education
New York University - Leonard N. Stern School of Business 1981 — 1983
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1978 — 1981
BS, Economics
Rensselaer Polytechnic Institute 1975 — 1977
AllianceBernstein August 2012 - July 2015
Aris Research and Technology March 2011 - May 2012
Credit Suisse First Boston March 2010 - March 2011
Lynx Capital Partners October 2008 - March 2010
Platinum Grove Asset Management July 2008 - October 2008
JWM Partners September 2004 - May 2008
MIT September 1996 - September 2004
University of Wisconsin-Madison January 1995 - August 1996
Berkeley Lab December 1992 - December 1994
A.F. Ioffe Physicsl-Technical Institute 1989 - 1992
Skills
Fixed Income, Interest Rate..., C#, Matlab, Rates, Options, Swaps, Valuation, Bonds, Fixed Income Valuation..., Interest Rate Modeling, Stochastic Modeling, Numerical Optimization, Java, C++, FX Options, Risk Management, Risk Analytics, Portfolio Optimization, Team Building, Mentoring, Teaching, Quantitative Finance, Market Risk, Hedge Funds, Quantitative Analytics
Education
Saint Petersburg State University 1983 — 1989
PhD, Physics
GFI Group December 2007 - June 2014
Ryan Beck & Co. March 2006 - December 2007
Sandler O'Neill & Partners September 2001 - March 2006
Pershing 2000 - 2001
Banc of America Securities 1998 - 2000
Morgan Stanley 1990 - 1998
Credit Suisse First Boston 1986 - 1990
Skills
Equities, Series 7, Fixed Income, Hedge Funds, Securities, Trading, Prime Brokerage, Capital Markets, Trading Systems, Options, Asset Managment, Derivatives, Investment Banking, Series 63, Series 24, Electronic Trading, Investments, Back Office, Financial Services, Mutual Funds, FINRA, Equity Trading, Commodity, Financial Markets, Alternative Investments, Middle Office, Bonds, FX Options, Settlement, Equity Derivatives, Market Data, Corporate Actions, Asset Management, Emerging Markets, Operational Risk
Education
St. Francis College 1981 — 1985
Bachelor of Arts, Communication Arts
Saint John's University 1980 — 1981
Xaverian High School 1976 — 1980
High School Diploma
St. Rose of Lima 1972 — 1976
The Howard Hughes Corporation May 2011 - Present
Tenet Healthcare January 2011 - May 2011
AMERICAN CARESOURCE HOLDINGS June 2008 - October 2009
BRINKER INTERNATIONAL November 2006 - January 2008
EGON ZEHNDER INTERNATIONAL May 2000 - July 2006
CITIBANK/CITIGROUP April 1997 - May 2000
CREDIT SUISSE FIRST BOSTON January 1995 - April 1997
GOLDMAN, SACHS & CO October 1991 - January 1995
CBS TELEVISION NETWORK January 1988 - October 1991
D'ARCY MASIUS BENTON & BOWLES Advertising Agency January 1986 - January 1987
Education
Queensborough Community College
A.A.S
Accord Power Inc. February 2015 - Present
Tapr LLC March 2014 - Present
Duff & Phelps March 2013 - May 2015
Duff & Phelps October 2010 - March 2013
Credit Suisse First Boston June 2008 - October 2010
Skills
Fixed Income, Financial Modeling, Strategy, Mergers & Acquisitions, Valuation, Capital Markets, Equities, Investment Banking, Bloomberg, Microsoft Office, Private Equity, Business Analysis, Financial Analysis, Analysis, Business Process..., Corporate Finance, Due Diligence, Business Strategy
Education
Rutgers University-New Brunswick 2005 — 2009
Bachelor of Science (B.S.) - Finance, Minor in Economics and Chinese Studies, Cum Laude
Palmyra Capital Advisors September 2003 - Present
Credit Suisse First Boston 2001 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2002
Education
Santa Monica College
Oyster Consulting, LLC 2012 - Present
UBS AG (Investment Bank) 2002 - 2010
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Bear Stearns 1991 - 1996
Shearson Lehman Hutton 1990 - 1991
Timber Hill 1986 - 1987
Skills
Equities, Program Trading, Electronic Trading, Low Latency, Trading Systems, SDLC, Equity Trading, Prime Brokerage, Financial Services, Options, Trading, Market Data, Quantitative Finance, Middle Office, Sybase, Series 7, Exchange Connectivity, Securities, Bloomberg, Back Office, Hedge Funds, Interest Rate..., FX Options, Equity Derivatives, Derivatives, Financial Markets, Order Management, FX trading, Credit Derivatives, Fixed Income, Reference Data, Investment Banking, Series 63, Capital Markets, Risk Management, Swaps, Business Analysis, Financial Risk
Education
Rensselaer Polytechnic Institute 1988 — 1989
MBA, Concentration in MIS
Rensselaer Polytechnic Institute 1982 — 1986
BS, Computer Science
Hillcrest High School 1980 — 1982
High school diploma
Etsy April 2015 - Present
Joele Frank February 2012 - April 2015
Joele Frank, Wilkinson Brimmer Katcher February 2012 - January 2013
PURE Communications 2008 - February 2012
EVC Group, Inc. 2003 - 2008
Credit Suisse First Boston 2002 - 2003
Stapleton Communications 2000 - 2002
Merrill Lynch 1997 - 2000
Griffin, Kubik, Stephens & Thompson 1995 - 1997
Skills
Wall Street, Investor Relations, Corporate Communications, Mergers, Marketing, Crisis Communications, Hedge Funds, Investments, Strategy, Media Relations, Investment Banking, SEC filings, Thought Leadership, Strategic Communications, Mergers & Acquisitions, Reputation Management, Positioning, Corporate Social..., Press Releases, Internal Communications, Message Development, Finance, Analyst Relations, Spokesperson, IPO
Education
Smith College
Bank of America Merrill Lynch August 2014 - Present
Bank of America Merrill Lynch April 2013 - Present
Bank of America Merrill Lynch December 2009 - Present
JP Morgan July 2007 - December 2009
HSBC 2005 - 2007
Black River Asset Management 2003 - 2005
Credit Suisse First Boston 2002 - 2003
Deutsche Bank 2001 - 2002
III Advisors 1995 - 1999
Skills
Fixed Income, Derivatives, Hedge Funds, Bonds, Proprietary Trading, Sales Management, Regulatory Policy, Trading, Securities, Interest Rate..., Portfolio Management, Capital Markets, Financial Modeling, Structured Products, Investments, Investment Banking, MBS, Bloomberg, Equity Derivatives, Equities, Electronic Trading, Alternative Investments, Series 7, Credit Derivatives, Financial Markets, Trading Systems, FX Options, Hedging, Swaps, Equity Trading, Prime Brokerage, Structured Finance
Education
St. John's University, The Peter J. Tobin College of Business 1987 — 1990
BS, Marketing / Bus Admin
Floral Park
Merrill Lynch October 2006 - May 2009
JPMorgan Chase August 2005 - September 2006
Credit Suisse First Boston July 1996 - August 2005
First Data Investor Services Group December 1992 - July 1996
Education
Rensselaer Polytechnic Institute - The Lally School of Management and Technology 1987 — 1992
BS, Accounting
Pico Quantitative Trading 2012 - 2015
TFS Capital 2008 - 2012
Lehman Brothers July 2006 - February 2008
Barclays Capital January 2006 - July 2006
Lehman Brothers June 2002 - December 2005
Merck Medco (now Express Scripts) October 2001 - June 2002
Lehman Brothers March 2000 - May 2001
Salomon Smith Barney September 1998 - February 2000
Credit Suisse First Boston June 1996 - August 1998
Skills
Sybase, Microsoft SQL Server, Data Warehousing, Java, Credit Derivatives, SQL, ETL, Perl, DB2, Performance Tuning, Software Development, Unix, Object Oriented Perl, Berkeley DB, Fixed Income Technology, Interest Rate..., XML, XSLT, Equities, Buy-side, Sell Side, Prime Brokerage, Web Development, Business Requirements, Technical Documentation, Data Marts, Process Automation, Cloud Computing, Data Architecture, Databases, Database Design, Python, MySQL, Vertica, Axis2, OATS, FIX, Tomcat, ActiveMQ, STOMP, Market Data, Trading Systems, Derivatives
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BS/BA, Computer Science/English
JPMorgan Chase & Co. January 2015 - Present
Morgan Stanley June 2006 - November 2014
Barclays Capital January 2000 - June 2006
Credit Suisse First Boston January 1997 - December 2000
Gruntal & Co January 1994 - December 1996
Smith Barney January 1990 - December 1993
Bear Stearns January 1988 - December 1990
Skills
Corporate Actions, Dividends, Proxy, Class Actions, Fixed Income, Prime Brokerage, Client Service, Operations Management, Financial Services, Risk Management, Strategy, Securities Lending, Middle Office, Securities, Change Management, Offshore Management, Vendor Relationships, Client Services, Equities, FINRA, Hedge Funds, Settlement, Series 7, Back Office, Options
Education
Rutgers, The State University of New Jersey-Newark 2002 — 2006
BS, Management
AEA Investors LP 2008 - Present
Pridemark Paramedic Services LLC December 2008 - Present
Lehman Brothers September 2003 - August 2008
The Carlyle Group April 2002 - August 2003
Credit Suisse First Boston May 1997 - January 2002
Chase Securities Inc. May 1994 - May 1997
Stephen J. Cannell Productions, Inc. June 1989 - August 1993
Skills
Private Equity, Leveraged Finance, Corporate Finance, Credit Analysis, Mezzanine, High Yield, Capital Markets, Investment Banking, Alternative Investments, Valuation, LBO, Structured Finance, Portfolio Management
Education
New York University - Leonard N. Stern School of Business
MBA, Finance and International Business
Rotterdam School of Management, Erasmus University
International Finance, International Management Program
University of Southern California
BS in Business Administration, Finance
Regis Jesuit High School
EJ McPherson June 2003 - Present
The McPherson Group, Ltd June 2003 - Present
Credit Suisse First Boston March 1998 - June 2002
Education
San Diego State University-California State University 1984 — 1987
Journalism Major/ Business Management Minor
Independent Private Financial Strategy Consulting July 2008 - Present
Merrill Lynch December 2002 - March 2007
Credit Suisse First Boston April 2000 - December 2002
Prudential Securities April 1998 - April 2000
Salomon Smith Barney July 1997 - April 1998
RBC Dominion Securities May 1991 - June 1997
Education
Association for Investment Management and Research 1992 — 1996
CFA
Queen's University 1987 — 1991
B. Comm., Business
Goldman Sachs 2009 - Present
U.S. Trust, Bank of America Private Wealth Mgmt 2004 - 2008
FleetBoston Financial 2001 - 2004
Credit Suisse First Boston 1984 - 2001
Skills
Hedge Funds, Equities, Fixed Income, Alternative Investments, Capital Markets, Investment Banking, Asset Management, Private Equity, Series 7, Investments, Derivatives, Portfolio Management, Bloomberg, Valuation, Wealth Management, Trading, Securities, Financial Modeling, Asset Allocation, Series 63, Investment Strategies, Financial Services, Asset Managment
Education
Princeton University 1977 — 1981
AB, Economics/Sociology
Archmere Academy 1973 — 1977
GSO Capital Partners LP August 2005 - Present
Credit Suisse First Boston January 2000 - August 2005
DLJ March 1993 - December 1999
Pershing September 1988 - March 1993
Skills
Bloomberg, Capital Markets, Fixed Income, Hedge Funds, Investment Banking, Equities
Education
St. Peter's College 1985 — 1988
Marketing
JP Morgan April 2004 - Present
Credit Suisse First Boston December 2002 - April 2004
UBS Investment Bank August 2002 - December 2002
Credit Suisse First Boston June 1999 - June 2001
Donaldson, Lufkin & Jenrette October 1996 - June 1999
Skills
Capital Markets, Fixed Income, Equities, Roadshows, Investment Banking, Investments, Leveraged Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor's
Citigroup July 2010 - Present
Citigroup April 2009 - July 2010
Credit Suisse May 2005 - April 2009
HSBC Securities April 2000 - May 2005
Credit Suisse First Boston April 1998 - April 2000
Smith Barney March 1996 - April 1998
Merrill Lynch March 1990 - September 1996
Kidder Peabody August 1987 - September 1990
Education
New York University - Leonard N. Stern School of Business 1988 — 1992
MBA, Finance & Information Systems
Queens College 1984 — 1987
BA, Computer Science
Seneca Resources Corporation July 2015 - Present
Seneca Resources Corporation September 2012 - Present
Seneca Resources Corporation August 2011 - September 2012
Municipal Energy Resources Corp March 2011 - August 2011
Municipal Energy Resources Corp October 2006 - March 2011
Harrison Lovegrove August 2003 - October 2006
Credit Suisse First Boston July 2001 - August 2003
Education
Southern Methodist University 1997 — 2000
Bachelor of Business Administration, Finance & Real Estate Finance
Deutsche Bank April 2011 - Present
Credit Suisse April 2009 - April 2011
Barclays Capital July 2007 - April 2009
Credit Suisse September 2004 - July 2007
Credit Suisse November 1999 - September 2004
Credit Suisse First Boston July 1997 - October 1999
Skills
Investment Banking, Fixed Income, Derivatives, Capital Markets, Equities, Financial Modeling, Risk Management, Hedge Funds, Financial Markets, Financial Risk, Portfolio Management, Asset Managment, Credit Risk, Valuation, Corporate Finance
Education
University of Rochester 1995 — 1997
MBA
Renmin University of China 1990 — 1994
BA, International Economics
MarkitSERV December 2009 - Present
Deutsche Bank May 2003 - January 2009
Credit Suisse First Boston August 2002 - April 2003
Bank of New York Mellon May 2001 - August 2001
Skills
Financial Analytical &..., Leading & Teaming with..., Multi-Taskable, Detail-Oriented, Highly Organized, Proactive, Resourceful, Problem Solver, Results Driven, Able to Work in Fast..., Microsoft Office, Windows 95/98/ME/XP, Adobe, Bloomberg, Lotus Notes, Trade & Risk Management..., Web Based Systems -..., Trade Capture Systems –..., Acct Setup &..., Amendment Request..., Fails Management..., MarkitWire Administrator, Case Management System..., Broker Mappings System..., Reporting System - MIS, Electronic Platforms -..., Research, Trading Systems, Salesforce.com, Fast-paced, Derivatives, Equity Derivatives, Trading, Request, Summit, Result Oriented, Rates, Swaps, Interest Rate..., Fixed Income, Middle Office, Back Office, Financial Services, Portfolio Management, Risk Management, Financial Risk, Banking, Valuation
Education
Rutgers University-New Brunswick 1998 — 2002
BA, Economics
Credit Suisse First Boston October 2009 - Present
Gain Capital December 2007 - October 2009
Lava Trading May 2007 - November 2007
Hold Brothers, LLC. August 2004 - April 2007
Ancilla Software, Inc. May 2002 - August 2004
Computer Sciences Corporation February 2000 - May 2002
Telesciences, Inc. January 1998 - February 2000
Philadelphia Stock Exchange 1997 - 1999
Skills
Derivatives, C#, Business Analysis, FX Options, Electronic Trading, SDLC, Structured Products, Trading Systems, Sybase
Education
Rutgers University-New Brunswick 1991 — 1996
BS, Computer Engineering
Citizens Financial Group, Inc. February 2015 - Present
Leap Advisors, LLC 2012 - Present
Morgan Joseph TriArtisan LLC 2012 - 2013
Cantor Fitzgerald 2011 - 2012
Urban Cottage Design 2010 - 2012
Sonenshine Partners 2009 - 2010
Credit Suisse 2005 - 2008
Credit Suisse First Boston 2000 - 2005
Credit Suisse First Boston 1994 - 2000
Skills
Start-ups, Mergers, Strategy, Investment Banking, Corporate Finance, Mergers & Acquisitions, Corporate Development, Restructuring, Equities, Finance, Private Equity, Venture Capital, Leveraged Finance, Valuation, Managerial Finance
Education
University of Pennsylvania 1992 — 1994
MA, International Studies
University of Pennsylvania - The Wharton School 1992 — 1994
MBA, Finance
Princeton University 1986 — 1990
AB, International Relations (Woodrow Wilson School)
Bank of America Merrill Lynch May 2010 - Present
JPMorgan Chase March 2008 - June 2009
Bear Stearns June 1991 - June 2008
Citicorp Mortgage 1987 - 1988
Citicorp Mortgage 1987 - 1988
Credit Suisse First Boston 1985 - 1988
First Boston Captial Group 1985 - 1988
Skills
Strategy, Finance, Securities, Fixed Income, Loans, Risk Management, Securitization, Management, MBS, Mortgage Lending, Capital Markets, Hedge Funds
Education
Ramapo College of New Jersey 1983 — 1985
Credit Suisse First Boston 1993 - 2003
Education
San Antonio College 2008 — 2008
Certification, Human Resorces Generalist
Universidad de las Americas
Master of Business Administration (M.B.A.)
InShapeMD Ballantyne Medical Clinic December 2012 - Present
Brothers Galleon May 2007 - October 2012
NYU Medical Center July 2005 - July 2007
Credit Suisse First Boston November 2000 - August 2002
Donaldson, Lufkin & Jenrette March 2000 - November 2000
Skills
Healthcare, Leadership, Financial Analysis, Corporate Finance, Data Analysis, Asset Managment, Finance, b2b sales, Operations Management, Sales Presentations, Building Relationships, Product Development, Product Launch, Territory Development, Account Management, Management, Marketing, Strategic Planning, Sales, Customer Service, Business Development, Hospitals, Healthcare Management, Team Building, Team Leadership, Recruiting, New Business Development, Social Media, Healthcare Industry, Financial Services, Physician Relations, Pricing, Microsoft Word, Analysis, Budgets, Retail, Healthcare Consulting, Physicians, Process Improvement, Revenue Cycle, Revenue Cycle Management, Managed Care, EHR, Contract Negotiation, Sales Process, Advertising, Cross-functional Team..., Accounting, EMR, Healthcare Information...
Education
Seton Hall University 2004 — 2006
MHA, Master of Health Administration
University of Massachusetts, Amherst 2002 — 2004
MBA, Operations & Finance
University of Massachusetts, Amherst 1994 — 1999
BS, Management
Hopkins Academy 1990 — 1993
College prep, College prep
Hopkins Academy
High school diploma
Hopkins Academy
Deutsche Bank Securities June 2010 - Present
Self Employed - Consultant 2009 - June 2010
Banc of America Securities 2006 - 2007
UBS Investment Bank 2005 - 2006
Credit Suisse First Boston 2002 - 2005
Sapient 2000 - 2001
Skills
Intex Desktop, VBA, CAS, Residential Mortgages, Bloomberg, Cash Flow Forecasting, Financial Structuring, Excel, Intex DealMaker, Bloomberg STRU Tool, Yieldbook, Cash Flow Modeling, Structuring, SQL, Loans, Due Diligence, Derivatives, Risk Management, Financial Modeling, Mortgage Lending, Structured Finance, Securitization, Banking, Alternative Investments, Fixed Income, Investment Banking, Financial Risk, Hedging, Equities, Credit, Capital Markets, Securities, Hedge Funds, Trading, MBS, Investments, Valuation, Portfolio Management, Asset Management, Credit Analysis
Education
Rutgers University-New Brunswick 1996 — 2000
B.S., Computer Science
Swiss Re Financial Products January 2011 - Present
Credit Suisse October 2010 - December 2010
Anthony Fuschetto Masonry Design LTD April 2010 - October 2010
JH Contracting Corp October 2009 - March 2010
Credit Suisse September 2005 - August 2009
Credit Suisse November 2002 - September 2005
Deutsche Bank May 1998 - June 2002
Credit Suisse First Boston June 1997 - April 1998
Industrial Bank of Japan January 1991 - June 1997
Skills
Floor, Options, Trading, Derivatives, Swaps, Back Office, Asset Management, Floors, Finance, Bonds, Settlement, Investments, FX Options, Interest Rate..., Securities, Account Reconciliation, Payments, CDS, Financial Services, Structured Finance, Equities, Management, Hedge Funds, Banking, Middle Office, Bloomberg, Prime Brokerage, Trading Systems, Commodity, Collateral Management, Equity Derivatives, Operational Risk, Capital Markets, Accounting, Credit, Financial Markets, Fixed Income, Credit Derivatives, Risk Management, Investment Banking, Portfolio Management, Structured Products, Financial Risk
Education
Queensborough Community College 1986 — 1991
Associate, Business Admin
First Data Commercial Services October 2003 - Present
MCI June 2001 - October 2003
Robert Half International March 2000 - April 2001
Credit Suisse First Boston June 1999 - February 2000
Altria August 1995 - June 1999
Salomon Brothers June 1992 - August 1995
KPMG Peat Marwick August 1990 - May 1992
Skills
Strategic Financial..., Finance, Credit Cards, Hyperion Enterprise, Management, Financial Reporting, Risk Management, Managerial Finance, Forecasting, Merchant Services, Financial Analysis, Financial Modeling, Accounting, Process Improvement, Payment Card Processing, Business Development, Electronic Payments, Payments
Education
St. John's University, The Peter J. Tobin College of Business 1986 — 1990
BS, Accounting
itBit February 2015 - Present
CME Group June 2010 - October 2014
NYFIX (NYSE) November 2006 - September 2010
Credit Suisse First Boston January 2005 - November 2006
NYMEX 2002 - 2005
BMG Columbia House 1999 - 2002
Skills
Quality Assurance, Software Quality..., SDLC, Agile Methodologies, Quality Center, User Acceptance Testing, Test Planning, Test Management, Requirements Analysis, Unix, Test Automation, Test Cases, Scrum, SQL, JIRA, Software Project..., HP Quality Center, BDD, Kanban, Confluence, Cucumber, VBA, Jenkins, Vagrant, Watir-Webdriver, Selenium WebDriver
Education
Rider University 1991 — 1995
B.S., Computer Information Systems and Marketing
Rider University
Bachelor's degree in Computer Information Systems and Marketing, Computer Information Systems and Marketing
Pronto y Seguros del Valle June 2011 - Present
JPMorgan Chase 2006 - 2009
JPMorgan 2006 - 2009
Credit Suisse First Boston 2005 - 2006
Skills
Valuation, Financial Modeling, Emerging Markets, Investment Banking, Corporate Finance, Financial Analysis, Investments, Capital Markets, Due Diligence
Education
University of Pennsylvania - The Wharton School 2009 — 2011
Master of Business Administration (M.B.A.)
Purdue University 2000 — 2004
BS, Industrial Management and Engineering
Colegio Bolivar 1986 — 2000
Citi Group August 2011 - Present
JP Morgan Chase July 2008 - January 2011
Credit Suisse First Boston May 1999 - March 2008
Royal bank of Canada 2008 - 2008
Lehman Brothers Holdings Inc. August 1989 - August 1999
Goldman Sachs 1985 - 1985
Skills
ICI Impact, Settlement, Cash Management, Corporate Actions, Sarbanes-Oxley Act, Bloomberg, Equities, Risk Management, Structured Products, Derivatives, Hedge Funds, SWIFT payments, Treasury Management, Credit Derivatives, Loans, Reference Data, Internal Controls, Portfolio Management, Equity Derivatives, Trading, Capital Markets, Fixed Income, Swaps, Back Office, Securities, Middle Office, Trading Systems, Treasury, Operational Risk, Financial Services, Investment Banking, FX Options, Bonds, Securities Lending, Prime Brokerage
Education
Saint Peter's University 1982 — 1990
BS, Accounting
Cantor Fitzgerald/CCRE January 2010 - Present
Credit Suisse First Boston 2000 - 2008
DLJ 1992 - 2000
PaineWebber 1982 - 1990
Skills
MBS, Capital Markets, Securitization, ABS, Fixed Income, Structured Finance
Education
Saint John Fisher College 1971 — 1975
BBA
Nazareth High School 1967 — 1971
hs, HS Degree
BNP Paribas April 2014 - Present
Barclays Capital September 2012 - March 2014
Everest Reinsurance June 2012 - September 2012
Credit Suisse First Boston September 2011 - June 2012
Credit Suisse First Boston July 2008 - August 2011
Broadridge April 2008 - July 2008
BR Guest November 2007 - March 2008
Welcome Wagon Area 268 June 2007 - November 2007
The Princeton Review January 2007 - June 2007
AUM InfoTech January 2001 - December 2006
Skills
ASP.NET, WCF, SSRS, Silverlight, WPF, C#, .NET, Microsoft SQL Server, Web Services, Visual Studio, WF, LINQ, TFS, SOA, Entity Framework, MVVM, XML, XAML, WCF Services, T-SQL, WinForms, NUnit, ASP.NET MVC, Design Patterns, SSIS, XSLT, Test Driven Development, VB.NET, ADO.NET, IIS, VSS, Agile Methodologies, SDLC, Scrum
Education
Sardar Patel University
MCA, Computers
Bank of America 2010 - Present
Credit Suisse First Boston February 2007 - March 2010
Credit Suisse First Boston June 2004 - February 2007
Merrill Lynch August 2002 - June 2004
Merrill Lynch February 2000 - August 2002
Skills
Derivatives, Fixed Income, Back Office, Capital Markets, Corporate Actions, Account Reconciliation, Bloomberg, Credit, Equities, Financial Risk, Hedge Funds, Investment Banking, Middle Office, Options, Trading, Settlement, Credit Derivatives, Swaps, Prime Brokerage
Education
Rutgers University-New Brunswick 1996 — 2000
BA, Economics
Global Infrastructure Partners March 2014 - Present
JMC Capital Partners LLP April 2012 - March 2014
Hanover Investors January 2010 - April 2012
Credit Suisse 2004 - March 2009
Kewazinga Corp February 1999 - July 2004
Credit Suisse First Boston July 1989 - February 1999
Skills
Hedge Funds, Investments, Alternative Investments, Funding, Investment Banking
Education
Principia College 1984 — 1988
BA, Finance and Political Science
Wunderlich Securities September 2015 - Present
Avatar Securities, LLC April 2015 - June 2015
William Blair & Company December 2012 - November 2014
Citadel Securities Inc August 2010 - August 2011
Weeden & Co. September 2009 - August 2010
Credit Suisse First Boston July 2007 - December 2008
Merrill Lynch January 1994 - May 2007
Skills
Equity Derivatives, Equity Trading, Electronic Trading, Hedge Funds, Equities, Trading Systems, Series 7, Options, Series 63, Bloomberg, Derivatives, Capital Markets, Fixed Income, Investment Banking, Portfolio Management, Trading, Credit Derivatives, Finance, Management
Education
Rutgers University – Camden 1986 — 1990
BS, Business
elixir advisors 2002 - Present
Soap & Glory 2013 - 2014
Credit Suisse First Boston 1985 - 2001
Skills
Private Equity, Investment Banking, Venture Capital, Valuation, LBO, Corporate Finance, Hedge Funds, Capital Markets, Equities, Emerging Markets, Due Diligence, Investments, Fixed Income, Alternative Investments, Financial Modeling, Derivatives, Strategy, Trading, Financial Markets, Mergers & Acquisitions
Education
Smith College
Bachelor's Degree, Urban environmental studies
Yale University - Yale School of Management
Master of Business Administration (M.B.A.), Finance and strategy
State of New Mexico August 2008 - Present
Credit Suisse First Boston October 2001 - October 2003
Donaldson, Lufkin & Jenrette 1993 - October 2001
Skills
Program Management, Government, PMO, Project Management
Education
New York University, Stern School of Business 1967 — 1971
Masters in Business Administration, Business Management
St. Francis College 1964 — 1967
Batchelor of Business Administration, Accounting
Robertson Stephens 2001 - 2002
Mercata, Inc 2000 - 2001
Bear Stearns 1994 - 2000
The Blackstone Group 1991 - 1994
Credit Suisse First Boston 1986 - 1991
Skills
Investment Banking, Finance, Management, Private Equity, Equity Capital Markets, Investments, Mergers & Acquisitions, Hedge Funds, Emerging Markets
Education
Princeton University 1980 — 1986
A.B. cum laude, Psychology/Neuroscience
TD Bank November 2014 - Present
TD Bank January 2013 - November 2014
OneMain Financial June 2007 - January 2013
Citifinancial February 2005 - June 2007
Credit Suisse First Boston May 2004 - February 2005
Skills
NMLS Licensed, Sales Management, Credit Analysis, Credit Risk, Credit, Finance, Management, Risk Management, Banking, Loans, Mortgage Lending, Financial Analysis, Consumer Lending, Sales
Education
Rutgers, The State University of New Jersey-New Brunswick 2000 — 2004
Bachelor of Arts (BA), Economics
Dassault Falcon Jet January 2013 - Present
Sharp Electronics 1989 - 2012
Credit Suisse First Boston 1994 - 1994
Goldman Sachs 1985 - 1989
Skills
ABAP, SAP Netweaver, SAP R/3, Integration, Web Services, Software Development, XML, SAP, ERP, SD, SQL, IDOC, Microsoft SQL Server, Requirements Analysis, Agile Methodologies, Software Documentation, Business Intelligence, SAP Implementation, DB2, Business Process, SAP ERP, SAP BW, BAPI, SAP CRM, IDoc
Education
Queens College
Bachelor of Arts (B.A.), Accounting
Bergen Community College
Computer Programming
Laurent & Company June 2001 - Present
Credit Suisse First Boston June 1996 - January 2001
GE Capital May 1994 - March 1996
GE Capital April 1993 - March 1996
Skills
Equities, Trading, Investments, Equity Trading, Financial Analysis
Education
San Diego State University-California State University 1988 — 1993
Bachelor's Degree - San Diego State University, Health/Health Care Administration/Management