Credit Suisse First Boston, LLC
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Credit Suisse First Boston, LLC Employees
eEcosphere, Inc. June 2015 - Present
Symantec August 2014 - Present
Symantec January 2014 - August 2014
Symantec April 2012 - January 2014
Symantec June 2011 - April 2012
Symantec March 2010 - June 2011
Callaway Golf March 2008 - October 2009
JOHNSON & JOHNSON Consumer Product Companies August 2006 - February 2008
JOHNSON & JOHNSON Consumer Products Companies May 2005 - July 2005
CREDIT SUISSE FIRST BOSTON LLC January 2001 - January 2004
Skills
Market Planning, Brand Development, Strategic Planning, P&L Management, Media Planning, Mobile Devices, Mobile Marketing, mobile product marketing, Management, Brand Management, Brand Awareness, Branding & Identity, Marketing Strategy, Marketing Communications, Social Media Marketing, SEO, Mobile Communications, Mobile Advertising, Go-to-market Strategy, Public Relations, Loyalty Marketing, Market Analysis, Competitive Analysis, Marketing Analytics, Team Management, Product Development, Strategy, Product Marketing, Product Launch, Business Development, Market Research, SaaS, Marketing, Advertising, Segmentation, Cross-functional Team..., Strategic Partnerships, Demand Generation, Business Planning, Multi-channel Marketing, Leadership, E-commerce, Digital Marketing, Marketing Management, Online Marketing, Consumer Products, Integrated Marketing, Analytics, Marketing Research, Creative Direction
Education
New York University - Leonard N. Stern School of Business 2004 — 2006
MBA
University of California, Berkeley 1996 — 2000
BA
Headwaters MB October 2011 - Present
Legacy Ptrs. & Co, LLC October 2010 - October 2011
FBR Capital Markets 2007 - 2010
Legacy Partners Group, LLC January 2003 - February 2007
Credit Suisse First Boston LLC 2000 - 2003
DLJ / CSFB 1997 - 2003
Donaldson, Lufkin & Jenrette January 1997 - January 2002
Wasserstein, Perella & Co., Inc January 1993 - January 1997
Kemper Securities January 1991 - January 1993
Rodman & Renshaw February 1990 - January 1991
Skills
Corporate Finance, Mergers, Investment Banking, Private Equity, LBO, M&A experience, Private Placements, Venture Capital, Valuation, Corporate Development, Capital Markets, Due Diligence, Divestitures, Financial Analysis, Finance, Fixed Income, Joint Ventures, IPO, Mergers & Acquisitions, Leveraged Finance, Restructuring, Portfolio Management, Business Valuation, Structured Finance, Capital Raising, Financial Structuring
Education
Georgetown University - The McDonough School of Business 1984 — 1986
MBA, Finance
Wake Forest University 1980 — 1984
BA, Economics
Bank of America Merrill Lynch January 2009 - Present
Citigroup Global Markets Inc. September 2004 - December 2008
Credit Suisse First Boston LLC July 1997 - September 2004
Donaldson, Lufkin & Jenrette July 1997 - September 2004
Education
The University of Texas at Austin 1988 — 1992
BA
Jesuit High School - New Orleans, LA
J.P. Morgan Asset Management July 2014 - Present
Manolakakis Family Groves LLC June 2014 - Present
J.P. Morgan May 2010 - July 2014
Lazard Asset Management October 2008 - May 2010
Deutsche Bank August 2007 - September 2008
AllianceBernstein LP December 2005 - August 2007
UBS Wealth Management Inc. July 2005 - November 2005
Bank Julius Baer & Co. September 2003 - June 2005
Credit Suisse First Boston LLC September 1997 - September 2003
ABN AMRO Securities Inc. March 1996 - September 1997
Skills
Middle Office, Equities, Financial Services, Fixed Income, Back Office, Portfolio Management, Asset Managment, Trading, Asset Management, Prime Brokerage, Alternative Investments, Operational Risk..., Product Management, Hedge Funds, Business Process..., Operations Management, Bloomberg, Data Management, Project Management, Settlement, Vendor Management, Derivatives, Trading Systems, Onboarding, Mutual Funds, Risk Management, Account Reconciliation, CRM, Corporate Actions, Fund Administration, Global Custody, Client Reporting, Client Service, Trade Management, Transaction Lifecycle..., Offshore Outsourcing, Portfolio Accounting, Reconciliations, Regulatory Compliance, Third Party Vendors, Client Relationship..., Outsourcing, Relationship Management, Reference Data, Private Banking, Wealth Management, Offshoring, Fund Accounting, ETFs
Education
Baruch College, City University of New York (CUNY) 1998 — 2002
B.B.A., Finance and Investments, Economics
Marion Street Elementary School November 2012 - Present
Prime Brokerage International April 2008 - November 2009
UBS December 2004 - November 2009
Prime Brokerage Domestic December 2004 - April 2008
Credit Suisse First Boston, LLC August 2001 - December 2004
Goldman, Sachs & Co April 2000 - August 2001
Bear Stearns & Co. Inc May 1996 - April 2000
Skills
Equities, Hedge Funds, Options, Securities, Trading, Risk Management, Prime Brokerage, Financial Risk, Securities Lending, Settlement
Education
University of Rhode Island 1990 — 1991
University of Rhode Island 1990 — 1991
New York Institute of Finance
Integra Realty Resources August 2015 - Present
Aaron Valuation Inc. May 2015 - July 2015
Metropolitan Valuation Services February 2013 - May 2015
Integra Realty Resources March 2005 - January 2013
Credit Suisse First Boston, LLC August 2000 - March 2003
Pershing, LLC 1997 - 1999
Education
Monmouth University 2004 — 2005
Executive Real Estate Certificate
Monmouth University 2003 — 2004
Master of Business Administration (M.B.A.)
Monmouth University 1997 — 2000
Bachelor of Science (B.S.), Economics
Holmdel High School
Holmdel High School
Norton Rose Fulbright January 2014 - Present
3 Geeks and a Law Blog December 2010 - Present
Norton Rose Fulbright in the United States (Fulbright & Jaworski LLP) January 2013 - January 2014
Fulbright & Jaworski January 2011 - December 2012
Fulbright & Jaworski April 2003 - January 2011
Credit Suisse First Boston LLC October 1999 - April 2003
Cluett, Peabody & Co., Inc. (The Arrow Shirt Company) September 1998 - October 1999
CDA/Equity Intelligence (A Division of Thomson Financial Services) July 1996 - February 1998
Skills
Critical Thinking, Systems Analysis, Problem Solving, Team Building, Collaborative Problem..., Technological Innovation, Internal Communications, Information Technology, Knowledge Management, Proposal Writing, Creative Writing, Engaging Public Speaker, Blogging, Music Composition, Theatrical Production, Windows, Windows Server, Blackberry Enterprise..., Mac OS X, Apple iOS, Linux Desktop, LAMP, Open Source Software, Autonomy iManage, Active Directory, ITIL Certified
Education
The Ohio State University 1991 — 1994
Gahanna Lincoln High School 1988 — 1991
High School Diploma
Standard Chartered Bank 2011 - Present
Financial Industry Regulatory Authority 2007 - 2011
New York Stock Exchange 2005 - 2007
Credit Suisse First Boston LLC 2005 - 2005
Nomura Holding America Inc. 1989 - 2004
Securities and Exchange Commission 1986 - 1989
Skills
Derivatives, Swaps, Securities, Securities Regulation, Securities Litigation, Trials, Structured Finance, Investment Banking, FCPA, Legal Compliance, Mergers & Acquisitions, Arbitration, KYC, Equities, Financial Services
Education
Saint John's University School of Law
J.D.
Stony Brook University
B.A., English
Stuyvesant High School
Nomura Securities November 2012 - Present
Nomura Securities 2011 - Present
Nomura Securities 2009 - Present
Barclays Capital 2008 - 2008
Lehman Brothers 2005 - 2008
Credit Suisse First Boston LLC 1987 - 2005
Education
Harvard Business School 1985 — 1987
M.B.A.
Yale University 1978 — 1982
B.A., Economics
Ero Resource Partners (ERP) January 2014 - Present
Liberty Metals & Mining Holdings - Liberty Mutual Group 2013 - 2013
Standard Chartered 2009 - 2012
Bear, Stearns & Co. Inc. 2005 - 2008
Credit Suisse First Boston LLC 2000 - 2005
Donaldson, Lufkin & Jenrette Securities Corp. 2000 - 2000
Bear, Stearns & Co. Inc. 1997 - 2000
The Bridgeford Group, Inc. 1990 - 1995
Morgan Grenfell Group PLC 1989 - 1990
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA
Cornell University 1985 — 1989
BA
Stuyvesant H.S. 1981 — 1985
[NYS Regents diploma]
The Blackstone Group L.P January 2006 - Present
Dresdner Kleinwort Wasserstein Securities LLC January 2004 - January 2006
Credit Suisse First Boston LLC January 2001 - January 2004
Bluestone Capital Partners, L.P./Trade.com January 1998 - January 2001
Grubb & Ellis New York, Inc January 1992 - January 1998
Telemundo Group, Inc./Channel 47 January 1989 - January 1992
Pryor, Cashman, Sherman & Flynn January 1986 - January 1989
Skills
Microsoft Office, Bilingual-English/Spanis..., Notary Public, Financial Analysis, Financial Modeling, Investments, Equities, Hedge Funds, Valuation, Corporate Finance, Asset Management, Investment Banking, Private Equity, Bloomberg, Microsoft Excel
Education
Atelier Esthetique Institute of Esthetics 2005 — 2006
Norman Thomas Commercial High School
Regents Diploma