Experience
Artisan Partners  February 2014 - Present
Bluesafe Consulting   January 2012 - February 2014
Legg Mason  August 1997 - January 2012
Ann Taylor Stores  1995 - 1997
JP Morgan  1993 - 1995
CS First Boston   1986 - 1993
CapCities/ABC   1982 - 1986

Education
Hofstra University   1978 — 1982
BBA, Administrative Computer Systems

Teaneck High School   1974 — 1978

Experience
tondo   January 2014 - Present
Winton Capital Management  March 2014 - September 2015
BH Macro Limited, BH Global Limited, BH Credit Catalysts Limited   September 2007 - March 2014
Credit Suisse Asset Management  January 2011 - March 2013
Brevan Howard  2006 - 2011
Coalition Development   2006 - 2011
J.P. Morgan   August 2001 - August 2006
Deutsche Bank  September 1996 - August 2001
Merrill Lynch  August 1994 - August 1996
CS First Boston   July 1989 - August 1991

Skills
Hedge Funds, Investments, Alternative Investments, Credit Derivatives, Investment Banking, Emerging Markets, Private Equity, Capital Markets, Strategy, Trading, Interest Rate..., Foreign Exchange, International, Product Marketing, Marketing Strategy, Fundraising, Strategic Consulting, Non-Executive Director, Business Development, Fixed Income, Structured Products, Equities, Derivatives, Financial Markets, Asset Management, Investment Management, Structured Finance, Mergers & Acquisitions, Valuation, FX Options

Education
Harvard Business School   1992 — 1994
Master of Business Administration (MBA)

Columbia University in the City of New York   1985 — 1989
Bachelor of Arts (BA), Economics

William Penn Charter School, Philadelphia   1980 — 1985
Diploma

Experience
Atlantis Computing  February 2015 - Present
Atlantis Computing  October 2012 - Present
VMware  November 2010 - October 2012
ASI System Integration  March 2006 - November 2010
Province   January 2006 - December 2008
Asian Rings Incorporate   February 2004 - December 2008
Various Hedge Funds   January 2000 - December 2005
Merrill Lynch  July 1999 - December 1999
Goldman Sachs  June 1997 - June 1999
CS First Boston   September 1996 - January 1997

Skills
Cloud Computing, Virtualization, Storage, VMware, Storage Area Networks, VDI, Proprietary Trading, Process Optimization, Storage Virtualization, Performance Management, cost redu, Cost Reduction/Avoidance, Account Management, Disaster Recovery, Data Center, Servers, NetApp, SaaS, High Availability, Sales Presentations, Pre-sales

Education
Columbia University in the City of New York

New York University
Bachelor of Science (B.S.), Computer Science

Experience
WHHope Law, LLC   November 2012 - Present
Sutherland Asbill & Brennan LLP  July 2007 - November 2012
ING Investment Management  July 2000 - June 2007
GE Financial Assurance  June 1998 - June 2000
Aflac International   April 1991 - April 1995
CS First Boston   April 1988 - April 1990
Anderson Mori   April 1984 - April 1987

Skills
Securities, Alternative Investments, Hedge Funds, Investments, Mutual Funds, FINRA, Derivatives, Risk Management, Asset Managment, Structured Finance, Corporate Law, Corporate Finance, Insurance, Due Diligence, Corporate Governance, Mergers & Acquisitions, Credit Derivatives, Investment Advisory, Asset Management, Financial Services, Compliance, Securities Lending, Finance

Education
University of Georgia School of Law
J.D., Law

University of Georgia School of Law
A.B., History and Political Science

Experience
R2 Coaching   January 2013 - Present
RSR Advisory, LLC   October 2012 - Present
CME Group  January 2005 - December 2011
Cantor Fitzgerald  November 2003 - December 2004
JP Morgan  April 1995 - November 2003
CS First Boston   April 1991 - March 1995

Skills
Credit Risk, Venture Capital, Electronic Trading, Fixed Income, Options, Derivatives, Capital Markets, Trading, Career Coaching, Proprietary Trading, Career Development..., Career Transitioning, Rates, Hedging, Financial Markets, Risk Management, Strategy, Hedge Funds, Trading Systems, Commodity, Interest Rate..., Financial Services, Securities, Asset Management, Alternative Investments, Investments, Leadership, Executive Coaching, Change Management

Education
NeuroLeadership Institute   2014 — 2014
Foundations of NeuroLeadeship Certificate Program, NeuroLeadership

Institute for Professional Excellence in Coaching   2012 — 2013
CPC, ELI-MP, Professional Coaching

University of Arkansas at Little Rock   1976 — 1978
BBA, Marketing

Southwestern at Memphis   1974 — 1975

Experience
Barry Kutun, P.A.   May 2010 - Present
Midwest Shingle Recycling, LLC   August 2008 - Present
Coldwell Banker  July 2013 - February 2014
The Arc of South Florida  2010 - 2014
City of North Miami  August 2005 - May 2006
CS First Boston   June 1987 - March 1995

Skills
Litigation, Commercial Litigation, Civil Litigation, Personal Injury, Criminal Defense, Legal Research, Criminal Law, Legal Writing, Government, Public Policy, Non-profits, Mediation, Nonprofits, Arbitration, Alternative Dispute..., Legal Issues, Trial Practice, Courts, Domestic Relations, Appeals, Immigration Law

Education
University of Miami School of Law   1963 — 1966
Juris Doctor, Law

University of Florida   1959 — 1962
BSBA, Accounting and Business/Management

Experience
Thomas H. Lee Partners  June 2015 - Present
Galatea LLC   2012 - June 2015
ArjoHuntleigh  2014 - 2015
Covidien plc   2007 - 2012
Thermo Fisher Scientific  May 2006 - June 2007
McKinsey & Company  January 2004 - May 2006
Asymmetry, Inc.   January 2000 - December 2003
Asymmetry Inc.   2000 - 2003
LATONA ASSOCIATES (Formerly THE HENLEY GROUP private equity)   1996 - 1998
CS First Boston   1990 - 1996

Skills
Strategy, Finance, Corporate Finance and..., Mergers & Acquisitions, Medical Devices, Leadership, Strategic Financial..., Acquisition Integration, Executive Management, Corporate Development, Strategic Partnerships, Business Strategy, Enterprise Software, Cross-functional Team..., Leading Organizational..., Management, Due Diligence, Emerging Markets, Strategic Planning, Divestitures, Lifesciences, P&L Ownership, Mergers and Acquisitions, Private Equity, Marketing, P&L Management, Mergers, Commercialization, Competitive Analysis, International Sales, Global Marketing, Portfolio Management, Pharmaceutical Industry, Entrepreneurship, Commercial leadership, Management Consulting, Product Development, Corporate Finance, Pricing Strategy, Leveraged Finance, Business Development..., General Management, Pharmaceuticals, Life Sciences, Information Technology, Turnaround Strategy, Strategic Repositioning, Marketing Strategy, Distributor Strategies, Stategic Marketing

Education
Amos Tuck School, Dartmouth College   1993 — 1995
Master of Business Administration (MBA), Finance and Strategy

Middlebury College   1986 — 1990
Bachelor of Arts (B.A.), Biology and Economics (double major), magna cum laude

Experience
Bayview Ridge Capital   January 2012 - Present
Globacor Partners Inc.   March 2011 - Present
Infinium Group   October 2002 - February 2011
Merrill Lynch  January 2000 - December 2001
CS First Boston   1994 - 1998

Education
The University of Western Ontario - Richard Ivey School of Business   1992 — 1994
Master of Business Administration (MBA), Finance, General

National Technical University of Ukraine 'Kyiv Polytechnic Institute'   1984 — 1990
B.SC., Cybernetics

Experience
Best Tech Brands LLC   February 2011 - Present
Sun & Co.   January 2002 - Present
WISEarth Organics   April 2010 - January 2011
TerraCycle  November 2007 - July 2009
HydroSki   April 2001 - November 2001
Emerging Markets Partnership  May 1994 - April 2001
UBS  February 1991 - March 1994
Sun Associates   January 1990 - January 1991
CS First Boston   January 1981 - December 1989
Goldman Sachs  March 1976 - January 1981

Skills
Venture Capital, Private Equity, Start-ups, Mergers & Acquisitions, Entrepreneurship, Corporate Development, Strategy, Strategic Planning, Angel Investing, Cleantech, Joint Ventures, Business Strategy, Funding, Mergers, Equities, Project Finance, Due Diligence, Investments, Private Placements, Restructuring, Investment Banking, Board of Directors, LBO, Finance, Leveraged Finance, Structured Finance, Growth Capital, Portfolio Management, Financial Structuring, Renewable Energy, Energy, Emerging Markets

Education
New York University - Leonard N. Stern School of Business   1973 — 1975
MBA, Finance & International Business

Princeton University   1968 — 1972
BA, Politics

Experience
Caiman Energy II, LLC   April 2015 - Present
Caiman Energy II, LLC   October 2010 - April 2015
Regency Energy Partners LP  2005 - 2010
UBS Investment Bank  September 1996 - June 2005
Deloitte Consulting  June 1992 - September 1996
CS First Boston   July 1988 - July 1991

Skills
Due Diligence, Energy, Energy Industry, Finance, Corporate Finance, Financial Reporting, Mergers, Contract Negotiation, Divestitures, M&A experience, Financial Modeling, Sarbanes-Oxley Act, Financial Analysis, Acquisitions, Private Equity, Accounting, SEC filings, Strategic Planning, Cash Management, Gas, Internal Controls, Natural Gas, Mergers & Acquisitions, Risk Management, Forecasting, Sarbanes-Oxley, Process Improvement, Budgets, Acquisition Integration, IPO, Investor Relations

Education
Northwestern University - Kellogg School of Management   1991 — 1992
MM, Business

Southern Methodist University   1984 — 1988
BA & BBA, English & Business

Experience
Golfstruck, Inc.   March 2010 - Present
The Bergen Record  May 2000 - September 2012
Ramapo High School  January 2001 - May 2012
PGA TOUR  January 1995 - December 1998
CS First Boston   January 1992 - December 1994
Morgan Stanley Smith Barney  January 1984 - December 1989
Prudential Financial  January 1979 - December 1983

Skills
Ozzie is the instructor..., Investment Banking, Sports, Marketing, Golf

Education
PGA Business School   1972 — 1975
Class "A" PGA Professional, Instruction & Pro Shop Operations

Michigan State University   1968 — 1970
Graduate Studies Education / Psychology

Oakland University   1965 — 1968
BS, Finance & Economics

U.S. Air Force Academy   1964 — 1965
Business

Experience
BNPP   October 1990 - Present
Capstar Partners  October 1990 - October 2007
CS First Boston   September 1984 - March 1988

Skills
Corporate Finance, Mergers, Financial Analysis, Private Equity, Investment Banking, Valuation, Due Diligence, Project Finance

Education
Massachusetts Institute of Technology - Sloan School of Management   1982 — 1984
SM, MBA

Tufts University   1978 — 1982
BSCE, Civil Engineering, Finance

Experience
Greater Boca Raton Chamber of Commerce  November 2011 - Present
Bell Rock Capital   April 2007 - Present
Junior League of Boca Raton  August 2002 - Present
Junior League of Boca Raton Endowment Fund   June 2009 - May 2014
Ryan Beck & Co.   May 2003 - March 2007
Ryan Beck & Co.   May 2003 - March 2007
Putnam Lovell NBF  March 2000 - February 2003
Salomon Smith Barney  April 1997 - June 1999
CS First Boston   1992 - 1995
Janney Montgomery Scott  1992 - 1993

Skills
Financial Modeling, Investments, Valuation, Asset Managment, Equities, Mergers, Investment Banking, Capital Markets, Portfolio Management, Financial Regulation, Buy-side, Equity Research, Non-profits, Hedge Funds, Executive Management, Strategic Financial..., Mutual Funds, Budgets, Insurance, Nonprofits, Mergers & Acquisitions, Management, Banking, Series 7, Securities, Alternative Investments, Strategic Planning, Leadership, Options, Asset Management, Financial Services, Investment Strategies, Fixed Income, Investment Advisory, Asset Allocation, Series 63, Bonds, Private Equity, Trading, Analysis, Financial Analysis, Investment Management, Wealth Management, FINRA, Wealth Management..., Financial Markets, Financial Advisory, Finance, Bloomberg, Investor Relations

Education
Cedar Crest College   1984 — 1988
BS, Finance, economics

Cedar Crest College   1984 — 1988
Bachelor of Science, Finance & Economics

Experience
DTCC  November 2010 - March 2011
Misys  January 2002 - November 2010
Spherion  August 1997 - November 2001
Muze  July 1995 - August 1997
CS First Boston   May 1993 - May 1995
FD Consulting  1991 - 1993

Skills
Testing, Web Testing, System Testing, Integration Testing, Regression Testing, Black Box Testing, Bug Tracking, Test Execution, Manual Testing, Defect Tracking, User Acceptance Testing, SIT Testing, UAT Testing, Loan IQ, Business Analysis, Quality Center, JIRA, Test Cases, Test Management, Test Scripts, Commercial Lending, Software Quality..., Quality Assurance, Offshore Resource..., Offshore Outsourcing, IT Outsourcing, Requirements Gathering, Requirement..., Functional Requirements, Finance, Software Consulting, Business Requirements, Functional..., SIT, Acceptance Testing, Loans, Test Automation, SDLC, Test Planning, Financial Applications

Education
Northeastern University   1985 — 1989
MS, Computer Science

Worcester Polytechnic Institute   1980 — 1984
BS, Computer Science

Oceanside High School   1977 — 1980

Experience
DTCC  October 2011 - Present
IBM  February 2011 - August 2011
FDIC  April 2009 - January 2011
Merrill Lynch  May 2005 - December 2008
SIAC  December 2003 - April 2005
GHI  October 1997 - October 2003
First Data Corp  1995 - 1997
Norfolk State University  1992 - 1995
CS First Boston   1987 - 1992
PaineWebber  December 1986 - August 1987

Skills
Capacity Planning, SAS, AIX, Unix, Windows, Mainframe, JCL, z/OS, Solaris, Linux, Capacity Management, Performance Tuning, VSAM, Business Process, SAS programming, SQL, IT Service Management, Visio, Integration, Business Intelligence, Access, Enterprise Architecture, Analysis, Testing, Disaster Recovery, VMware, Operating Systems, ITIL, Infrastructure, DB2, Infrastructure Capacity..., Data Center, Storage Area Networks, Workload Management, SAS/SQL, SunOS, IBM AIX, SAN

Education
Mercy College   1981 — 1985

Morgan State University   1976 — 1978

Experience
Porter, White & Company   February 2002 - Present
ALK Technologies  2000 - 2001
Credit Suisse  July 1997 - June 1998
Credit Suisse First Boston  July 1996 - June 1997
CS First Boston   July 1994 - June 1996

Skills
Investments, Finance, Investment Banking, Management, Mergers & Acquisitions, Investment Management, Due Diligence, Financial Modeling, Financial Advisory, Project Finance

Education
Duke University - The Fuqua School of Business   1998 — 2000
MBA

Princeton University   1990 — 1994
BSE

Indian Springs School   1985 — 1990

Experience
Drexel Hamilton  July 2012 - Present
Susquehanna International Group  April 2010 - January 2012
Putnam Investments  July 2008 - April 2010
Bear Stearns & Co.   June 2001 - June 2008
Morgan Stanley  February 1994 - June 2001
CS First Boston   September 1991 - February 1994
The Wall Street Journal  June 1983 - July 1991

Skills
Equities, Investment Banking, Banking, Portfolio Management, Capital Markets, Financial Services, Series 7, Investments, Alternative Investments, Sell Side, Valuation, Equity Valuation, Securities, Financial Modeling, Industry Analysis, Competitive Analysis, Asset Management, Investment Management, Research, Investor Relations, Financial Markets, Private Equity, DCF, Emerging Markets, Asset Allocation, Bonds, Series 86/87, Brokerage, Series 24, Equity Research

Education
Harvard University
A.B., cum laude, History and Literature

Phillips Academy

Experience
7digital Group   October 2012 - Present
Dolby Laboratories  May 2008 - September 2015
Via Licensing Corporation  February 2009 - June 2015
Cowen Group, Inc.   April 1998 - April 2008
Volpe Brown Whelan  March 1995 - April 1997
JP Morgan  June 1992 - March 1995
CS First Boston   July 1979 - June 1992

Skills
Mergers, Corporate Finance, Business Strategy, Corporate Development, Strategic Partnerships, IPO, M&A experience, Due Diligence, Private Equity, Acquisition Integration, Divestitures, Financial Modeling, Digital Media, Mergers & Acquisitions, Strategy, Licensing, Start-ups, Venture Capital, Management

Education
Stanford University Graduate School of Business   1981 — 1983
MBA, Business

Brown University   1975 — 1979
Sc.B., Applied Mathematics and Economics

Experience
AIGGS  July 2012 - Present
AIGGS  April 1994 - Present
Amerada Hess  1991 - 1994
CS First Boston   1988 - 1991
Mutual Benefit Life Insurance  1985 - 1988
Dun & Bradstreet  1982 - 1985

Skills
ITIL, z/OS, Mainframe, Project Management, PMP, Management, Leadership, Risk Management, Project Planning, Disaster Recovery, Vendor Management, Analytical Skills, IT Management, SAP, Business Intelligence, Project Portfolio..., Infrastructure, Data Center, Databases, IT Strategy, Troubleshooting, Cloud Computing, Servers, PMO, Networking, Information Technology, Integration, IT Service Management, SDLC, IT Operations

Education
Villanova University   2005 — 2006
PMP Certification

Thomas Edison State College   2004 — 2005
BA, Liberal Arts

Seton Hall University   1975 — 1978

Seton Hall Prep   1971 — 1975
College Prep

Experience
Local First (Durango)   July 2007 - Present
Oakhaven Permaculture Center   September 1999 - Present
Sustainability Alliance of Southwest Colorado   January 2006 - December 2008
Optimark Technologies, Inc.   September 1997 - March 1999
The Council on Economic Priorities   January 1997 - September 1997
Capital Market Risk Advisors  December 1994 - December 1996
Arcturus Investors, Inc.   June 1992 - July 1994
CS First Boston   July 1983 - June 1990
Harvard Business School  September 1970 - June 1973

Skills
Community Building, Non-profits, Permaculture, Research, Public Speaking, Portfolio Management, Sustainability

Education
ZERI Certification Training   2005 — 2005
Systems, Biology, Business Analysis

Permaculture   2002 — 2002
Certified Pc Designer, Systems, Biology, Organic Agriculture, Green Building

Massachusetts Institute of Technology - Sloan School of Management   1966 — 1972
Ph.D., Economics, Finance & Cognitive Psychology

University of Colorado Boulder   1958 — 1960
B.S., Mechanical Engineering

Experience
RBC Capital Markets  March 2007 - Present
Credit Suisse  February 2001 - January 2007
ParentWatch \ Arrowsight   October 1998 - February 2001
CS First Boston   June 1994 - October 1998
The First Boston Corporation  April 1986 - May 1994
Jefferson Pilot \ Mini-Pak \ Data Communications Corp \ Harris Direct   1984 - 1986

Skills
Market Data, Derivatives, Equities, Financial Services, Fixed Income, Financial Markets, Unix, Electronic Trading, Investment Banking, Capital Markets, Low Latency, Data Center, Project Management, Trading Systems, Process Improvement, Trading, Asset Managment, IT Strategy, Change Management, Disaster Recovery, Risk Management, Business Continuity, Project Delivery, Market Risk, IT Management, Vendor Management, Enterprise Architecture, IT Operations, Infrastructure, PMO, Management, Prime Brokerage, Service Delivery, Credit Derivatives, Reference Data, System Deployment, Swaps, Project Portfolio..., Middle Office, SDLC

Education
Hofstra University

Experience
Daniel Gale Sothebys   April 2005 - May 2011
Young's Fine Wines   August 1997 - May 1999
CS First Boston   November 1993 - July 1997
Paloma Picasso for Lopez Cambil   March 1990 - March 1993

Education
EducationTowson University
B.S, Mass Communications

Columbia Senior High School

Towson University
BS, Mass Communications

Experience
Stonegate Ltd.   January 2007 - Present
Thayer School of Engineering at Dartmouth  September 2005 - Present
Deutsche Bank  October 2004 - August 2007
Carbon Financial, Inc.   October 2001 - October 2004
JPMorgan Chase  March 2000 - October 2001
Merrill Lynch  April 1993 - March 2000
CS First Boston   September 1992 - April 1993
Simpson Thacher & Bartlett  October 1990 - August 1992
Tektronix  August 1985 - August 1987
Westinghouse Electric Company  August 1983 - August 1985

Skills
Mergers, Project Finance, Investment Banking, Real Estate, Valuation, Renewable Energy, Financial Modeling, Entrepreneurship, Corporate Development, Financial Analysis, Structured Finance, Structuring, Debt, Strategy Development, Energy, Joint Ventures, Deal Structuring, Corporate Finance, Business Strategy, Negotiation, Corporate Governance, Business Planning, Cleantech, Real Estate Finance, IPO, Contract Negotiation, Financial Structuring, Real Estate Economics, Mergers & Acquisitions, Strategy, Analysis, Venture Capital, Leadership, Program Management, Start-ups, Investments, Private Equity, Project Management, Finance, Restructuring, Management, Due Diligence, Equities, Capital Markets, Strategic Planning, Business Development, Executive Management, Financial Services, Securities, New Business Development

Education
University of Chicago Law School   1987 — 1990
JD

Dartmouth College   1979 — 1983
AB

Ossining High School   1975 — 1979
Diploma

Experience
Joseki Technologies Incorporated   May 2009 - Present
Bluenog Corp  August 2006 - April 2009
Starwood Hotels  June 2003 - December 2005
Tribeca Imaging Laboratories   June 2002 - June 2003
Crosslinks Systems   January 2001 - March 2002
STUDENT UNIVERSE  October 1999 - August 2000
Steidley Consulting, Inc.   September 1996 - September 1999
Compete Inc  September 1995 - September 1996
TECHNOLOGY SOLUTIONS COMPANY  September 1994 - September 1995
CS First Boston   October 1993 - September 1994

Skills
Agile Methodologies, Enterprise Architecture, Integration, Software Development, Enterprise Software, Business Intelligence, Databases, Oracle, E-commerce, Architectures, Web Applications, Java, Linux, Process Improvement, Management, AJAX, Security, JSP, Solaris, Websphere, System Architecture, Product Development, XML, Architecture, Product Management, Weblogic, SOA, Mobile Applications, SDLC

Education
Princeton University   1989 — 1993
AB, Physics

Experience
Morgan Stanley  September 2013 - Present
Goldman Sachs  September 2010 - August 2013
Mphasis  June 2008 - September 2010
Merrill Lynch  March 2006 - May 2008
Goldman Sachs  February 2001 - February 2006
JP Morgan  1994 - 2000
CS First Boston   1993 - 1994
Nomura Securities International  1992 - 1993
Information Builders  1990 - 1992
City University of New York (CUNY  1988 - 1989

Skills
Trading Systems, Fixed Income, FX Options, Equities, Risk Management, Financial Markets, Credit Risk, Business Development, Financial Services, Treasury Management, Finance, Derivatives, Capital Markets, Management, Investment Banking, OOAD, Architecture, Analysis, Databases, Business Analysis, Financial Modeling, SDLC

Education
Indian Institute of Management, Ahmedabad   1984 — 1986
PGDM (MBA)

Indian Institute of Technology, Madras   1979 — 1984
B Tech

Sainik School, Amaravathinagar

Experience
ForgeRock  May 2015 - Present
IBM  November 2012 - June 2014
AVAcorp   January 2009 - November 2012
Sun Microsystems  December 2004 - December 2008
PepsiCo  December 2000 - 2004
IBM Global Services  1998 - 2000
AIG  1995 - 1998
CS First Boston   1993 - 1995
Shearson Lehman  1990 - 1993
The Equitable  1988 - 1990

Skills
Business Development, Account Management, CRM, New Business Development, Enterprise Software, Integration, Leadership, Professional Services, Strategy, Strategic Partnerships, SharePoint, Management, Solution Selling, Social Media Marketing, Program Management, Sales, Business Analysis, Customer Retention, Cloud Computing, Consulting, Pre-sales, Sales Management, SaaS, Project Management, Business Intelligence, Change Management, Budgets, Vendor Management, Information Technology, Public Speaking, Data Center, Selling, Recruiting, Strategic Planning, IT Strategy, Executive Management, Project Delivery, Management Consulting, SDLC, Outsourcing, Product Management, Enterprise Architecture, Start-ups, Solution Architecture, Business Process..., Team Management, ERP, Analytics, Software Project..., Business Process

Education
SUNY Levin Institute FastTrac(R) New Venture Program   2012 — 2012
FastTrac(R) New Venture Program, Entrepreneurship

Columbia University
Computer Science

College of Mount Saint Vincent
B.A., Economics

Experience
Markov Processes International (MPI)   October 2007 - December 2009
Bayes Capital Management, LLC   October 2006 - July 2007
FactSet Research Systems / CallStreet, LLC   March 2002 - August 2004
Booz Allen & Hamilton, Inc.   May 2000 - July 2000
Metron, Inc.   July 1995 - July 1998
CS First Boston   July 1994 - June 1995

Skills
Start-ups, Product Management, Database Admin, Product Marketing, Project Management, Business Development, Cross-functional Team..., Sales, Mathematical Modeling, Analytics, Trading, Product Development, Financial Modeling, Software Project..., Financial Analysis, Options

Education
Columbia University - Columbia Business School   1999 — 2001
MBA, Management

Yale University   1990 — 1994
BS, Applied Mathematics, with concentration in Operations Research and Physics

Machon Shlomo

Experience
Deutsche Bank  February 2013 - Present
Hammerstone Group   October 2011 - March 2013
CRT CAPITAL LLC   July 2005 - October 2011
UBS Investment Bank  May 1998 - May 2005
Cantor Fitzgerald  September 1996 - February 1998
Furman Selz  March 1996 - September 1996
CS First Boston   May 1994 - March 1996
Bear/Hunter Specialist   May 1993 - May 1994

Skills
Series 7, Alternative Investments, Bloomberg, Bonds, Capital Markets, Equities, Equity Research, Equity Trading, FINRA, Fixed Income, Hedge Funds, Options, Proprietary Trading, Securities, Series 63, Trading, Trading Systems

Education
Providence College   1988 — 1992

Experience
Clarien Bank Limited   February 2014 - Present
PBF Associates   January 2012 - February 2014
BNY Mellon  1999 - 2011
Coutts & Co   1995 - 1999
CS First Boston   1994 - 1995
JP Morgan  1975 - 1994

Skills
Executive Management, Strategic Leadership, Wealth Management, Investment Advisory, Estate Planning, New Business Development, Global Business..., Business Strategy, International Management, Corporate Finance, Mentoring Of Staff, High Net Worth..., Hedge Funds, Wealth, Private Equity, Mergers & Acquisitions, Equities, Series 7, Alternative Investments, Private Banking, Investment Banking, Strategy, Relationship Management, Portfolio Management, Wealth Management..., Fixed Income, Asset Management

Education
Eaglebrook School

Stanford University
BA, Economics

Phillips Academy

Experience
Greenhill & Co  2012 - Present
Lazard Freres  1999 - 2012
Alex. Brown & Sons   1997 - 1999
CS First Boston   1993 - 1995

Skills
Private Equity, Financial Modeling, Valuation, Corporate Finance, Due Diligence, Mergers & Acquisitions, Investment Banking, Capital Markets, Hedge Funds, Venture Capital

Education
University of Pennsylvania - The Wharton School   1995 — 1997
MBA, Finance, General

Middlebury College   1988 — 1992
BA, Economics

The Taft School   1985 — 1988

Experience
GSB Group LLC   August 2012 - Present
Bridgewater Associates  January 2012 - June 2012
UBS Wealth Management Americas  June 1996 - January 2012
Chase Manhattan Bank  March 1995 - June 1996
CS First Boston   March 1993 - March 1995
Morgan Stanley  1981 - March 1993
Consultant  1978 - 1981
Salomon Brothers  1977 - 1978
EDS Group  1974 - 1977

Skills
Fixed Income, Management, Hedge Funds, Order Management, Equities, Information Technology, Trading Systems, Investment Banking, Capital Markets, Executive Management, IT Strategy, Program Management, Prime Brokerage, Derivatives, Financial Services, Risk Management, Back Office, Money Market, Relationship Management, Software Project..., Vendor Management, Wealth Management

Education
Hofstra University   1971 — 1974
Bachelor's of Science, Computer Science

Experience
William Blair  January 2004 - Present
William Blair and Company  2004 - Present
William Blair and Company  2001 - 2004
William Blair and Company  1995 - 2000
CS First Boston   May 1991 - May 1995

Skills
Series 7, Equities, Financial Modeling, Portfolio Management, Valuation, Investments, Series 63, Alternative Investments, Asset Managment, Securities, Hedge Funds, Financial Analysis

Education
Indiana University Bloomington   1987 — 1991
BS, Marketing

Indiana University Bloomington   1987 — 1991
Bachelor of Science (BS), Marketing

Experience
KLD Training Associates LLC   May 2011 - Present
Morgan Stanley  January 2008 - May 2011
Merrill Lynch  June 2006 - January 2008
Trepp LLC  April 2005 - June 2006
Thomson Financial  April 2003 - April 2005
Moneyline Telerate  January 2001 - April 2003
Goldman Sachs  August 1996 - January 2001
CS First Boston   January 1992 - March 1995
Bloomberg  March 1990 - December 1991
Drexel Burnham Lambert  March 1988 - February 1990

Skills
Fixed Income, Capital Markets, Equities, Derivatives, Bloomberg, Financial Markets, Securities, Financial Services, Market Data, Structured Products, Economics, Finance, Prime Brokerage, Investment Banking, Trading, Asset Managment, Electronic Trading, Trading Systems, Hedge Funds, Series 7, Alternative Investments, Investments, Bonds, Valuation, Mutual Funds, Risk Management, Private Equity, Commodity, FX Options, Options, Equity Trading, Series 63, Emerging Markets, Portfolio Management, Investment Management, FINRA, Equity Research, Investment Advisory, Wealth Management

Education
New York University   2006 — 2011
MS, Real Estate Finance

New York University   2002 — 2004
Graduate Certificate, Marketing

University at Albany, SUNY   1981 — 1985
BS, Mathematics

Experience
Double J Ranch   FounderHealy Capital2002 - Present
Yahoo  1996 - 2001
CS First Boston   January 1993 - September 1996

Education
Thunderbird School of Global Management   1989 — 1991
Master of Business Administration (MBA), Int'l Finance

Saint Anselm College   1979 — 1983
Bachelor of Arts (B.A.), Chemistry

Experience
BNY Mellon  February 2015 - Present
M&T Bank  September 2014 - December 2014
Bank Of America  January 2009 - August 2014
Morgan Stanley  April 2006 - February 2008
UBS Wealth Management  2002 - 2006
Deutsche Bank  1995 - 2002
CCH/LEGAL INFORMATION SYSTEMS   1994 - 1995
CS First Boston   February 1994 - July 1994
JP Morgan  1992 - 1994
Bankers Trust Company  1985 - 1992

Skills
SDLC, DB2, XML, Requirements Gathering, Project Management, Visio, Vendor Management, CICS, Data Warehousing, Software Project..., Agile Project Management, Business Intelligence, Oracle, Business Analysis, SQL, User Acceptance Testing, Requirements Analysis, Management, COBOL, IMS DB/DC, VSAM, MS SQL

Education
Pace University
Master of Science, Management Information Systems

Queens College
Bachelor's degree, Computer Science

Experience
UBS  April 2012 - Present
Susquehanna Financial Group  February 2010 - March 2012
Pomeroy Capital   September 2006 - February 2010
MERRILL LYNCH & CO.   February 1999 - August 2006
Bear, Stearns & Co., Inc.   March 1996 - January 1999
CS First Boston   April 1995 - February 1996
J.P. Morgan   January 1987 - April 1995

Skills
Equity Research, Stock Picking, Equities, Equity Valuation, Hedge Funds, Equity Underwriting, Private Equity, Healthcare, Mergers, Corporate Finance, Financial Accounting, Alternative Investments, Bloomberg, Capital Markets, Fixed Income, Investments, Mergers, Valuation, Venture Capital, Trading, Portfolio Management, Mergers & Acquisitions

Education
Columbia University - Columbia Business School   1985 — 1987
MBA, Finance/Accounting

University of Virginia   1976 — 1980
BA, Economics

Experience
Bonneville Multifamily Capital   June 2015 - Present
Canaccord Genuity Group Inc.  September 2013 - November 2014
Pierpont Securities  October 2012 - September 2013
Cortview Capital Holdings Inc.   December 2009 - October 2012
Glenville Partners   March 2009 - December 2009
Wachovia Securities  September 2004 - March 2009
Barclays Capital  January 2000 - January 2004
Credit Suisse First Boston  September 1992 - June 2000
CS First Boston   1989 - 2000
First Boston Corporation  January 1989 - January 1992

Skills
Fixed Income, Capital Markets, Hedge Funds, Investments, Derivatives, Trading, Securities, Private Equity, Structured Finance, Bonds, High Yield, Management, Financial Services, Portfolio Management, Investment Banking, Mergers & Acquisitions, Asset Management, Alternative Investments, Series 7, Bloomberg, Risk Management, Structured Products, Finance, Due Diligence, Leadership, Financial Analysis, Corporate Finance, Banking, Strategy

Education
Columbia University in the City of New York   1986 — 1988
BA, Economics

Claremont McKenna College   1984 — 1988
BA, Economics

The Collegiate School   1980 — 1984
HS, Focus courses in English, Economics, Math, and Art Histrory.

Experience
Talek Investments, BBT Fund   2005 - 2006
Jefferies & Company  2001 - 2005
Wexford Management LLC   1995 - 1999
CS First Boston   1993 - 1995

Skills
Equities, Hedge Funds, Investment Banking, Management, Portfolio Management, Private Equity, Valuation, Investments, Capital Markets, Equity Research, Alternative Investments, Asset Management, Fixed Income, Venture Capital, Financial Modeling

Education
Lehigh University - College of Business and Economics   1989 — 1993
Economics

Experience
Locke Lord LLP  June 2008 - Present
UBS  1999 - 2008
UBS Investment Bank  1999 - 2008
Merrill Lynch  1995 - 1999
Credit Suisse  1991 - 1995
CS First Boston   1991 - 1995
Dewey Ballantine LLP  1981 - 1991

Education
New York University School of Law   1974 — 1977
LL.M., Taxation

University of Virginia School of Law   1969 — 1973
J.D.

Tulane University   1965 — 1969
B.A., Political Science

Experience
OnDerm LLC   November 2014 - Present
McKinsey & Company  September 1992 - December 2010
CS First Boston   September 1988 - June 1990

Education
University of Pennsylvania - The Wharton School   1990 — 1992
MBA

University of Oxford   1985 — 1988
BA with honors, Philosophy, Politics & Economics

Experience
105200, LLC   April 2005 - Present
Highfiields Capital Management LP   July 1998 - March 2005
Raytheon  January 1995 - June 1998
CS First Boston   July 1978 - December 1994

Skills
Cleantech, Corporate Development, Hedge Funds, Asset Managment, Investment Banking, Corporate Finance, Investments, Alternative Investments, Capital Markets, Management Consulting, Asset Management, Equities, Investment Management, Portfolio Management, Fixed Income, Mergers & Acquisitions, Venture Capital

Education
Harvard University
Advanced Leadership Initiative Fellow

Yale University - Yale School of Management   1975 — 1978
MPPM, Management

Brown University   1971 — 1975
BA - Architecture, Independent Concentration - Architecture

Phillips Academy (Andover)   1967 — 1970

Experience
Park Capital Securities   2002 - 2003
Laidlaw Global Securities Inc.   1997 - 2002
CS First Boston   1995 - 1997
Oppenheimer & Company  1989 - 1995

Skills
Fixed Income, Investments, Portfolios, High Yield, Credit, Credit Rating

Education
Baruch College, City University of New York (CUNY)   1968 — 1974
MBA, finance, investments

Binghamton University   1963 — 1967
BA, business, accounting, economics

Experience
LightBox Capital   July 2008 - Present
Lehman Brothers  2002 - 2007
Lehman Brothers  1996 - 2007
CS First Boston   1985 - 1994

Skills
Hedge Funds, Equities, Trading, Proprietary Trading, Equity Derivatives, Options, FX Options, Sales Management, Financial Reporting, Derivatives, Trading Systems, Capital Markets, ETFs, Modeling, Investments, Securities, Risk Management, Electronic Trading, Asset Allocation, Portfolio Management, Financial Risk, Fixed Income

Education
The University of Chicago Booth School of Business   1979 — 1981
MBA, Finance

University of Pennsylvania   1976 — 1979
BS Economics, Accounting and Finance

Experience
Citi  August 2010 - Present
Citi  July 2005 - August 2010
Merrill Lynch & Co.   February 2000 - July 2005
Salomon Smith Barney  August 1995 - February 2000
CS First Boston   June 1992 - August 1995
CS First Boston   June 1990 - June 1992
The First Boston Company   September 1986 - June 1990

Skills
Mergers & Acquisitions, Management, Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Due Diligence, Emerging Markets, Financial Analysis, Investments, Financial Structuring

Education
Northwestern University - Kellogg School of Management   1985 — 1986
M.M., Finance

The University of Georgia   1980 — 1983
Bachelor of Business Administration (BBA), Finance, General

Experience
CBS Enterprises   September 2010 - Present
Capgemini Financial Services Management Consulting   June 2009 - September 2010
Independent Consultant  2009 - 2009
SwissRe  2000 - 2008
Swiss Re  2000 - 2008
CMP Media  1996 - 1999
RAE   1995 - 1996
KPMG  1990 - 1995
CS First Boston   1987 - 1990
Booz Allen Hamilton  1978 - 1987

Skills
Mergers, IT Strategy, Change Management, Management Consulting, Strategic Planning, Insurance, Vendor Management, Restructuring, Process Improvement, Financial Modeling, Program Management, Risk Management, Business Analysis, Portfolio Management, Business Strategy, Executive Management, Strategy, Financial Analysis, Business Development, Governance

Education
Duke University   1964 — 1968
BA, Economics

University of Denver - Daniels College of Business
MBA, Finance

Experience
Greencoast Capital Partners LLC, Greencoast Capital Properties, LLC   February 2009 - Present
Citigroup  2005 - 2008
Sidley Austin  2002 - 2005
Orrick, Herrington & Sutcliffe LLP   1995 - 2002
Mudge Rose  1993 - 1995
Skadden Arps  1989 - 1993
First Boston  1987 - 1989
CS First Boston   1987 - 1989

Skills
Capital Markets, Real Estate, Project Finance, Structured Finance, Public Finance, Start-ups, Broker-Dealer, Private Placements, Public-private..., Securitization, Financial Modeling, Due Diligence, Securities, Fixed Income, Bonds, Private Equity, Finance, Investment Banking, Derivatives, Financial Structuring, Securities Regulation, Alternative Investments, Corporate Governance, Strategy, Restructuring

Education
Columbia University - Columbia Business School   1985 — 1988
MBA

Columbia Law School   1984 — 1988
JD

University of California, Berkeley   1982 — 1983
BA, French

Université Paris-Sorbonne   1981 — 1982

The University of Kansas   1979 — 1981

Experience
jefferies  January 2007 - Present
CIBC World Markets  January 2004 - January 2007
Bank of America  January 2001 - January 2004
CS First Boston   1996 - 2001
Credit Suisse  1996 - 2001

Skills
Sell Side, High Yield, Special Situations, Capital Markets, Equities, Trading, Private Equity

Education
Columbia Business School   1990 — 1992
Master of Business Administration (M.B.A.), Accounting and Finance

Columbia Business School   1990 — 1992
Master of Business Administration (MBA), Accounting and Finance

Harvard College   1982 — 1986
Bachelor's degree, American History

Experience
AIG Investments  July 2000 - Present
Bank of America Securities  December 1995 - July 2000
CS First Boston   August 1989 - March 1995

Skills
Project Finance, Securities, Financial Modeling, Management, Valuation, Due Diligence, Private Equity, Asset Management, Corporate Finance, Investments, Structured Finance, Capital Markets

Education
Northwestern University - Kellogg School of Management   1987 — 1989
MM/MBA

Stanford University   1979 — 1981
MS, Civil Engineering

University of Southern California   1976 — 1979
BS, Public Affairs

Experience
ICAP  April 2015 - Present
FTN Financial  2009 - 2013
Bank of America  2003 - 2009
CS First Boston   1999 - 2002
Santander Investment Securities  1996 - 1998
CS First Boston   1988 - 1995

Skills
Management, Options, Structured Finance, Financial Risk, Banking, Funding, Sales Management, Credit Analysis, Sales, Leadership, Solution Focused, Strategic Planning

Education
University of North Carolina School of Law   1981 — 1984
Juris Doctor (J.D.)

North Carolina State University   1977 — 1981
Bachelor of Science (BS), Industrial Engineering

New York State Attorney
licensed attorney since 1985

Experience
Credit Suisse Securities (USA) LLC   September 2011 - Present
Credit Suisse Securities (Europe) Ltd   April 2000 - September 2011
CS First Boston   August 1996 - April 2000
MCI Communications  June 1990 - August 1993

Education
Harvard Business School   1993 — 1995
MBA

Georgetown University   1988 — 1991
BS in Business Administration

Experience
AIG  June 2013 - Present
Quanticate  April 2012 - April 2013
Accolo  April 2010 - March 2011
EnerNOC  May 2010 - December 2010
Sun Life Financial  2000 - 2008
Veritude - A Fidelity Investments Company  2005 - 2006
Cunney & Jospe'   1995 - 1997
CS First Boston   1992 - 1994

Skills
Succession Planning, Performance Management, Benefits Administration, Talent Acquisition, Applicant Tracking..., Redeployment, Technical Recruiting, Talent Management, College Recruiting, Onboarding, Sourcing, Internet Recruiting, Taleo, Human Resources, Executive Search, Benefits Negotiation, Contract Recruitment, Employee Engagement, HRIS, Workforce Planning, Temporary Placement, Hiring

Education
Lesley College

Suffolk University
BS, Sociology

Experience
CFA Institute  October 2014 - Present
FNEX LLC   July 2013 - October 2014
Daiwa Capital Markets America Inc.  2007 - 2012
Natixis  2004 - 2007
Swiss American Securities (sub. of Credit Suisse)   2003 - 2004
Nomura Securities International Inc.  1999 - 2003
Citibank, N.A.   1995 - 1999
CS First Boston   July 1993 - December 1994
Citibank, N.A.   1990 - June 1993

Skills
Series 7, Series 24, Series 63, Series 55, Equities, Fixed Income, Trading, Client Relationship..., Product Management, Derivatives, New Business Development, Capital Markets, Banking, Alternative Investments, Hedge Funds, ETFs, Financial Services, Securities Lending, Emerging Markets, Collateral Management, Asset Management, Financial Markets, Equity Trading, Bonds, Financial Structuring, Options, Funding, Finance, Securitization, Equity Derivatives, Prime Brokerage, Structured Products, Swaps, Bloomberg

Education
Columbia University - School of International and Public Affairs
Master's Degree, Global Economic and Political Development & International Finance and Banking

New York University - Leonard N. Stern School of Business
Bachelor of Science (BSc), cum laude, Economics

Experience
DoubleLine Capital  2012 - Present
Western Asset Management  2007 - 2011
AFL-CIO Housing Investment Trust  1996 - 2007
CS First Boston   1994 - 1995
Bear Stearns  1992 - 1994
Boston Redevelopment Authority  1986 - 1992

Education
MIT Sloan School of Management
MBA, Finance

University of Pennsylvania
BA, International Relations

Experience
Deutsche Bank  June 1993 - October 2002
Smith Barney  February 1991 - June 1993
CS First Boston   January 1990 - February 1991
J.P Morgan  July 1985 - January 1990

Skills
Investment Banking, Fixed Income, Trading Systems, Business Analysis, Electronic Trading, Capital Markets, SDLC, Integration, Risk Management, Program Management, Leadership, Financial Services, Customer Service, Portfolio Management, Change Management, IT Strategy, Vendor Management, Sybase

Education
Baruch College, City University of New York (CUNY)
MS, Computer Methodology

Baruch College, City University of New York (CUNY)   1981 — 1984
BBA, Computer Systems

Experience
Parseghian Investment Advisors   May 2005 - Present
Smooth Ambler Spirits   2009 - 2014
Smooth Ambler Spirits   2009 - 2014
Smooth Ambler Spirits   2009 - 2014
Freddie Mac  1995 - 2003
Salomon Brothers  1994 - 1995
BlackRock  1992 - 1994
Credit Suisse  1982 - 1992
CS First Boston   1982 - 1992
Credit Suisse First Boston  1982 - 1992

Skills
Investments, MBS, Capital Markets, Fixed Income, Portfolio Management

Education
University of Pennsylvania - The Wharton School   1978 — 1982
MBA, Finance

University of Pennsylvania - The Wharton School   1978 — 1982
BS, Economics

Experience
Houlihan Lokey  April 2010 - Present
Thomas Weisel Partners  January 2004 - April 2010
UBS (initially, Dillon, Read & Co.)   1997 - 2002
CS First Boston   1994 - 1996

Skills
Microsoft Excel, Strategic Planning, Microsoft Office, Financial Analysis, Business Strategy, Negotiation, Economics, Project Management, Marketing Strategy, PowerPoint, Budgets, New Business Development, Mergers

Education
Northwestern University   1991 — 1993
Bachelor's degree, Economics (Honors)

Choate Rosemary Hall   1986 — 1989

Experience
Morgan Stanley Smith Barney  August 2002 - Present
CS First Boston   1987 - 1995

Skills
Series 7, Wealth Management, Series 63, Retirement Planning, Alternative Investments, Asset Allocation, Series 65, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Asset Managment, Equities, Fixed Income, Securities, Separately Managed..., Series 24, Investment Strategies, Strategic Financial..., Wealth Management...

Education
UCLA

Experience
Federal Reserve Bank of Boston  February 2011 - Present
SouthWest Paper USA   September 2010 - March 2011
JPMorgan Chase  June 2003 - February 2009
BNP Paribas  January 1998 - August 2002
CS First Boston   June 1994 - December 1995

Skills
Financial Modeling, Capital Markets, Derivatives, Fixed Income, Corporate Finance, Finance, Investments, Financial Analysis, Banking, Valuation, Trading, Portfolio Management, Analysis

Education
Boston University Questrom School of Business   2002 — 2004
MBA, Finance

Wilfrid Laurier University
Bachelor of Arts (BA), Economics

Experience
Chilton Medical Center  September 2007 - Present
Salomon Smith Barney  April 1996 - September 1998
CS First Boston   October 1993 - March 1996

Education
Montclair State University

St. Agnes Academic High School

Experience
Northlight Real Estate Group LLC   2007 - Present
Bank of America  1996 - 2007
CS First Boston   1991 - 1996
Wells Fargo Bank  1988 - 1991
Prudential-Bache Securities  1983 - 1986

Skills
Fixed Income, Capital Markets, Asset Management, Equities, Valuation, Portfolio Management, Structured Finance, Financial Modeling

Education
Stanford University   1986 — 1988
MBA, Management

University of Pennsylvania   1979 — 1983
BSE, Finance/Economics

Unversity of Pennsylvania - Wharton   1979 — 1983
BSE, Finance/Economics

Experience
University of Pennsylvania  January 2000 - Present
Merrill Lynch  March 1995 - January 2000
CS First Boston   September 1990 - February 1995

Education
Stanford Graduate School of Business   1988 — 1990
MBA

University of Pennsylvania - The Wharton School   1981 — 1985
BS, Economics and Finance

Experience
Hooray Puree   January 2012 - Present
Inspired Interiors, Inc.   April 2009 - March 2012
Field Trip Factory  September 2007 - April 2009
Field Trip Factory  July 2006 - April 2007
Heller Financial  November 1994 - October 1998
CS First Boston   April 1993 - November 1994
Investors Compensation Scheme LTD   July 1992 - April 1993
Price Waterhouse  August 1989 - June 1992

Skills
CPA, Quickbooks, Small Business Accountng, QuickBooks, Payroll, Accounts Payable, Tax, Cash Flow, Tax Preparation, Income Tax, Corporate Tax, Financial Accounting, Accounting, Sales Tax, Financial Analysis, Tax Returns, General Ledger, Journal Entries, Small Business, GAAP, Fixed Assets, Bookkeeping, Account Reconciliation, Financial Statements, Internal Controls

Education
John Carroll University   1985 — 1989
BSBA, Accountancy

Magnificat High School
College Prep

Experience
Slope, LLC   February 2012 - Present
Aviv REIT, Inc  January 2010 - January 2012
Aviv REIT, Inc  May 2009 - January 2010
UBS Investment Bank  March 2002 - April 2009
JP Morgan & Co  March 1996 - September 2001
TD Securities Inc  January 1991 - March 1996
CS First Boston   January 1989 - January 1991

Skills
Private Equity, Valuation, Investment Banking, Mergers, Capital Markets, Asset Managment, Investments, Financial Structuring, Structured Finance, Business Strategy, Finance, Real Estate Economics

Education
McGill University   1982 — 1985
Bachelor of Commerce degree, Finance and International Business

Columbia Business School
MBA degree, Finance, General

Experience
Garcia Hamilton & Associates   April 2006 - Present
Vaughan Nelson Investment Management  November 2002 - December 2005
USAA  March 1995 - October 2002
CS First Boston   May 1988 - March 1995

Education
The University of Texas at Austin   1986 — 1988
Master of Business Administration (M.B.A.), Finance, General

Texas Christian University   1980 — 1984
Bachelor of Business Administration (B.B.A.), Finance, General

Experience
Delaware Investments  December 2013 - Present
Princeton Advisory Group  2012 - 2013
S Goldman Asset Management   2009 - May 2012
Drake Management  2001 - 2009
Goldman Sachs Asset Management  1994 - 2001
CS First Boston   1992 - 1994
MetLife  1990 - 1992

Skills
High Yield Bonds, Investments, Portfolio Management, Mutual Funds, Distressed Debt, Hedge Funds, Credit, Fixed Income, High Yield, Investment Management, Bonds, Economics, Funding, Bloomberg, Alternative Investments, Trading, Equities, Capital Markets

Education
University of Pennsylvania - The Wharton School   1988 — 1990
Master of Business Administration (MBA), Finance, Investments

Hamilton College   1982 — 1986
Bachelor of Arts (BA), Economics