DLJ Company
Industry: Investment company
DescriptionDonaldson, Lufkin & Jenrette was a U.S. investment bank founded by William H. Donaldson, Richard Jenrette and Dan Lufkin in 1959. Founder: William H. Donaldson Founded: 1959 Successor: Credit Suisse Headquarters: New York City, NY Number of employees: 11,300 Type of business: Corporation
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DLJ Employees
Employee
Years
Job
Industry
Diane Lebowitz Diane Lebowitz's DLJ Experience September 1996 - January 1998
Job Bond Analytics, Reverse Engineering IV Corporate Trust at Wells Fargo
Industry Financial Services
Experience
Wells Fargo December 2013 - Present
Vichara Technologies May 2012 - November 2013
Markit May 2010 - July 2011
Bloomberg L.P. March 1998 - April 2010
DLJ September 1996 - January 1998
Bear Stearns October 1993 - September 1996
Lehman Brothers September 1990 - September 1993
Skills
Structured Finance, Securitization, Intex Dealmaker, Intex Desktop, Intex CDI, Bloomberg, MBS, ABS, Bonds, Financial Modeling, Fixed Income, Residential Mortgages, Financial Structuring, Structured Products, Investment Banking, VBA, Capital Markets, Analytics, SQL, Finance, Derivatives, Trading, Financial Markets, Product Development, Cash Flow, Product Management, Credit Derivatives, Analysis, Credit Analysis, Market Risk, Banking, Modeling, Reverse Engineering, RMBS, Predictive Analytics, Deal Structuring, Closing Deals, Microsoft Office, Excel, PowerPoint
Education
Massachusetts Institute of Technology 1977 — 1981
B.S., Mathematics
Brown University 1981 — 1986
M.A., Mathematics
Wells Fargo December 2013 - Present
Vichara Technologies May 2012 - November 2013
Markit May 2010 - July 2011
Bloomberg L.P. March 1998 - April 2010
DLJ September 1996 - January 1998
Bear Stearns October 1993 - September 1996
Lehman Brothers September 1990 - September 1993
Skills
Structured Finance, Securitization, Intex Dealmaker, Intex Desktop, Intex CDI, Bloomberg, MBS, ABS, Bonds, Financial Modeling, Fixed Income, Residential Mortgages, Financial Structuring, Structured Products, Investment Banking, VBA, Capital Markets, Analytics, SQL, Finance, Derivatives, Trading, Financial Markets, Product Development, Cash Flow, Product Management, Credit Derivatives, Analysis, Credit Analysis, Market Risk, Banking, Modeling, Reverse Engineering, RMBS, Predictive Analytics, Deal Structuring, Closing Deals, Microsoft Office, Excel, PowerPoint
Education
Massachusetts Institute of Technology 1977 — 1981
B.S., Mathematics
Brown University 1981 — 1986
M.A., Mathematics
Domingo Moreira's DLJ Experience August 1999 - March 2001
Job President at Southern Fisheries, LLC
Industry Food Production
Experience
Southern Fisheries, LLC July 2012 - Present
Pescanova July 2007 - August 2011
Ladex, LLC March 2001 - July 2007
DLJ August 1999 - March 2001
Skills
Business Planning, Business Strategy, FMCG, Food, Food Industry, Food Service, Forecasting, International Business, Management, Marketing Strategy, Negotiation, New Business Development, Product Development, Sales Management, Strategic Planning, Supply Chain, Logistics, Purchasing, Retail, Supply Chain Management
Education
Harvard Business School 1998 — 1999
MBA, Business
Boston College 1991 — 1995
BS, Finance, Communication
Belen Jesuit 1986 — 1991
Diploma, 1991
Southern Fisheries, LLC July 2012 - Present
Pescanova July 2007 - August 2011
Ladex, LLC March 2001 - July 2007
DLJ August 1999 - March 2001
Skills
Business Planning, Business Strategy, FMCG, Food, Food Industry, Food Service, Forecasting, International Business, Management, Marketing Strategy, Negotiation, New Business Development, Product Development, Sales Management, Strategic Planning, Supply Chain, Logistics, Purchasing, Retail, Supply Chain Management
Education
Harvard Business School 1998 — 1999
MBA, Business
Boston College 1991 — 1995
BS, Finance, Communication
Belen Jesuit 1986 — 1991
Diploma, 1991
Delilah Vazquez Delilah Vazquez's DLJ Experience September 1993 - August 1996
Job L'oreal
Industry Consumer Goods
Experience
L'Oréal April 2013 - Present
inVentiv Health November 2012 - April 2013
Arquest Inc July 2007 - September 2011
CCH, a Wolters Kluwer business May 1999 - December 2003
CT Corporation September 1996 - May 1999
DLJ September 1993 - August 1996
Canada Dry & Coors Distributing of College Point September 1990 - September 1993
Skills
Budgets, Access, Forecasting, Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, Accounts Payable, JD Edwards, Accounts Receivable, PowerPoint, General Ledger, Account Reconciliation, Strategic Planning, Pivot Tables, SAP, Contract Negotiation, Financial Reporting, Sarbanes-Oxley Act, QuickBooks, Cash Flow, Finance, Financial Statements, GAAP, Payroll, Internal Controls, Financial Analysis, PeopleSoft, Cash Management, Cost Accounting, Accruals, Variance Analysis, Journal Entries, Outlook, Expenses, Spreadsheets, Cash Flow Forecasting, Financial Forecasting, Tax Accounting, Project Accounting, Tax Preparation, Analysis
Education
Strayer University 2012 — 2013
Accounting
Fordham University 2001 — 2002
Accounting
Queens College 1993 — 1996
Associate's degree, Accounting
L'Oréal April 2013 - Present
inVentiv Health November 2012 - April 2013
Arquest Inc July 2007 - September 2011
CCH, a Wolters Kluwer business May 1999 - December 2003
CT Corporation September 1996 - May 1999
DLJ September 1993 - August 1996
Canada Dry & Coors Distributing of College Point September 1990 - September 1993
Skills
Budgets, Access, Forecasting, Microsoft Excel, Accounting, Microsoft Office, Microsoft Word, Accounts Payable, JD Edwards, Accounts Receivable, PowerPoint, General Ledger, Account Reconciliation, Strategic Planning, Pivot Tables, SAP, Contract Negotiation, Financial Reporting, Sarbanes-Oxley Act, QuickBooks, Cash Flow, Finance, Financial Statements, GAAP, Payroll, Internal Controls, Financial Analysis, PeopleSoft, Cash Management, Cost Accounting, Accruals, Variance Analysis, Journal Entries, Outlook, Expenses, Spreadsheets, Cash Flow Forecasting, Financial Forecasting, Tax Accounting, Project Accounting, Tax Preparation, Analysis
Education
Strayer University 2012 — 2013
Accounting
Fordham University 2001 — 2002
Accounting
Queens College 1993 — 1996
Associate's degree, Accounting
Anna Langella-Stanin Anna Langella-Stanin's DLJ Experience December 1998 - April 1999
Job Owner Sudsy Buggy a Stroller & Car Seat Detailing Spa, LLC. Founder & CEO Mammapreneur Consulting Group
Industry Consumer Services
Experience
Sudsy Buggy a Stroller & Car Seat Spa, LLC 2014 - Present
Mammapreneur Consulting Group 2014 - Present
E*TRADE Financial 2012 - 2014
E*TRADE Financial February 2011 - August 2012
UBS January 2008 - April 2009
National Financial/Fidelity May 2003 - December 2008
Correspondence Services Corp, a division of PaineWebber January 2002 - May 2003
Paine Webber September 1999 - January 2002
DLJ December 1998 - April 1999
Prudential Financial April 1998 - December 1998
Skills
Business Analysis, Process Improvement, Project Management, Order Management, Management, Operational Efficiency, Risk Management, Leadership, Securities, Fixed Income, Series 7, Series 63, Equities, Series 24, Financial Services, Vendor Management, Trading, Investments, Mutual Funds, Salesforce.com..., Sales Management, Customer Interaction..., User Experience, Six Sigma, Front to Back Office, Options, Software Documentation, Relationship Management, Product Marketing, Product Management, Trading Systems, Requirements Analysis, FINRA, Electronic Trading, Entrepreneurship
Education
Caldwell College 1993 — 1998
Bachelor of Science (BS), Business Administration
Sudsy Buggy a Stroller & Car Seat Spa, LLC 2014 - Present
Mammapreneur Consulting Group 2014 - Present
E*TRADE Financial 2012 - 2014
E*TRADE Financial February 2011 - August 2012
UBS January 2008 - April 2009
National Financial/Fidelity May 2003 - December 2008
Correspondence Services Corp, a division of PaineWebber January 2002 - May 2003
Paine Webber September 1999 - January 2002
DLJ December 1998 - April 1999
Prudential Financial April 1998 - December 1998
Skills
Business Analysis, Process Improvement, Project Management, Order Management, Management, Operational Efficiency, Risk Management, Leadership, Securities, Fixed Income, Series 7, Series 63, Equities, Series 24, Financial Services, Vendor Management, Trading, Investments, Mutual Funds, Salesforce.com..., Sales Management, Customer Interaction..., User Experience, Six Sigma, Front to Back Office, Options, Software Documentation, Relationship Management, Product Marketing, Product Management, Trading Systems, Requirements Analysis, FINRA, Electronic Trading, Entrepreneurship
Education
Caldwell College 1993 — 1998
Bachelor of Science (BS), Business Administration
Andrew Park Andrew Park's DLJ Experience July 2000 - June 2001
Job Principal at Warburg Pincus
Industry Venture Capital & Private Equity
Experience
Warburg Pincus September 2008 - Present
The Carlyle Group August 2003 - June 2006
UBS July 2001 - June 2003
DLJ July 2000 - June 2001
Skills
Private Equity, Venture Capital, Corporate Development, Valuation, Financial Modeling, Due Diligence, LBO, Investment Banking, Mergers & Acquisitions, Emerging Markets, Corporate Finance, M&A experience, Investments, Equities
Education
Harvard Business School 2006 — 2008
Master of Business Administration (MBA)
Dartmouth College 1996 — 2000
BA, Economics and Applied Mathematics
Warburg Pincus September 2008 - Present
The Carlyle Group August 2003 - June 2006
UBS July 2001 - June 2003
DLJ July 2000 - June 2001
Skills
Private Equity, Venture Capital, Corporate Development, Valuation, Financial Modeling, Due Diligence, LBO, Investment Banking, Mergers & Acquisitions, Emerging Markets, Corporate Finance, M&A experience, Investments, Equities
Education
Harvard Business School 2006 — 2008
Master of Business Administration (MBA)
Dartmouth College 1996 — 2000
BA, Economics and Applied Mathematics
Frederick Royall III Frederick Royall III's DLJ Experience 1998 - 2000
Job CEO, Royall Capital Holdings, LLC.
Industry Investment Banking
Experience
Royall Capital Holdings, LLC. April 2013 - Present
Blaylock & Company January 2008 - April 2013
Blaylock & Company March 2004 - December 2007
Credit Suisse First Boston 1998 - 2001
DLJ 1998 - 2000
Merrill Lynch & Co 1993 - 1996
Education
Columbia University - Columbia Business School 1997 — 1998
Finance
Syracuse University 1988 — 1992
B.S., FINANCE
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
B.S., Finance
Royall Capital Holdings, LLC. April 2013 - Present
Blaylock & Company January 2008 - April 2013
Blaylock & Company March 2004 - December 2007
Credit Suisse First Boston 1998 - 2001
DLJ 1998 - 2000
Merrill Lynch & Co 1993 - 1996
Education
Columbia University - Columbia Business School 1997 — 1998
Finance
Syracuse University 1988 — 1992
B.S., FINANCE
Syracuse University - Martin J. Whitman School of Management 1988 — 1992
B.S., Finance
Robert Allaire Robert Allaire's DLJ Experience 1991 - 2000
Job Realtor at Keller Williams of Jupiter
Industry Real Estate
Experience
Keller Williams Realty March 2013 - Present
Morgan Stanley 2006 - 2012
Refco 2003 - 2005
ICAP 2003 - 2003
Nomura Securities 2000 - 2002
DLJ 1991 - 2000
Skills
Trading, Fixed Income, Securities Lending, FLA Real Estate Sales..., New York Real Estate..., SRES: Seniors Real..., RSPS: Resort & Second..., FINRA Series 24,7,3 63, Repurchase Agreement..., Accredited Buyer..., Graduate Real Estate..., Bonds, Loans, Bloomberg, Investments, Portfolio Management, Real Estate, Securities, Equities
Education
Florida State University 1987 — 1989
BS, Finance
Keller Williams Realty March 2013 - Present
Morgan Stanley 2006 - 2012
Refco 2003 - 2005
ICAP 2003 - 2003
Nomura Securities 2000 - 2002
DLJ 1991 - 2000
Skills
Trading, Fixed Income, Securities Lending, FLA Real Estate Sales..., New York Real Estate..., SRES: Seniors Real..., RSPS: Resort & Second..., FINRA Series 24,7,3 63, Repurchase Agreement..., Accredited Buyer..., Graduate Real Estate..., Bonds, Loans, Bloomberg, Investments, Portfolio Management, Real Estate, Securities, Equities
Education
Florida State University 1987 — 1989
BS, Finance
Alex Graham Alex Graham's DLJ Experience 1998 - 2000
Job Managing Director, Head of Communications, Media & Technology Investment Banking at RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets April 2012 - Present
Writers' Trust of Canada 2011 - Present
Canada's National History Society 2011 - Present
Liberal Party of Canada January 2012 - August 2013
Morgan Stanley June 2006 - April 2012
Citigroup 2002 - 2006
DLJ 1998 - 2000
Alex. Brown 1997 - 1998
Salomon Brothers - London 1991 - 1998
Salomon Brothers 1986 - 1997
Skills
IPO, Leveraged Finance, Mergers, Investment Banking, Strategic Advisory, Equity Capital Markets, Capital Markets, LBO, Financial Structuring, Investments, Mergers & Acquisitions, Private Equity, Strategy, Venture Capital, Valuation, Corporate Finance, Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1987 — 1989
MBA, Finance, With Distinction, Dean's List
University of Toronto - University of Trinity College 1982 — 1986
BA, History & English
Ashbury 1979 — 1982
RBC Capital Markets April 2012 - Present
Writers' Trust of Canada 2011 - Present
Canada's National History Society 2011 - Present
Liberal Party of Canada January 2012 - August 2013
Morgan Stanley June 2006 - April 2012
Citigroup 2002 - 2006
DLJ 1998 - 2000
Alex. Brown 1997 - 1998
Salomon Brothers - London 1991 - 1998
Salomon Brothers 1986 - 1997
Skills
IPO, Leveraged Finance, Mergers, Investment Banking, Strategic Advisory, Equity Capital Markets, Capital Markets, LBO, Financial Structuring, Investments, Mergers & Acquisitions, Private Equity, Strategy, Venture Capital, Valuation, Corporate Finance, Finance
Education
The University of Western Ontario - Richard Ivey School of Business 1987 — 1989
MBA, Finance, With Distinction, Dean's List
University of Toronto - University of Trinity College 1982 — 1986
BA, History & English
Ashbury 1979 — 1982
Amy Kadomatsu's DLJ Experience 1994 - 1996
Job CoFounder & President, ROKO Labs (I'm hiring!)
Industry Internet
Experience
ROKO Labs February 2013 - Present
Snaps! (formerly GoldRun) November 2012 - November 2013
S&P Capital IQ September 2010 - November 2012
TheMarkets.com (Acquired by Capital IQ, a division of Standard & Poor's) May 2001 - September 2010
iExchange 1999 - 2001
idealab! 1998 - 2000
Softbank Technology Ventures 1997 - 1997
DLJ 1994 - 1996
Skills
Equities, Financial Markets, Product Development, Entrepreneurship, Private Equity, Start-ups, New Business Development, Business Development, Mobile Applications, Strategic Partnerships, SaaS, Mobile Devices, Product Management, Strategy, Mergers & Acquisitions, Hedge Funds, Finance, Capital IQ, Business Analysis, Agile Methodologies, Business Strategy, Investment Banking, Venture Capital, Financial Modeling, Investment Management, Portfolio Management, Competitive Analysis, Capital Markets, Financial Services, Investments, Mergers, Asset Management, Marketing Strategy, Market Data, Project Management, Marketing, Management, Corporate Development, Analytics
Education
Harvard Business School
Harvard University
ROKO Labs February 2013 - Present
Snaps! (formerly GoldRun) November 2012 - November 2013
S&P Capital IQ September 2010 - November 2012
TheMarkets.com (Acquired by Capital IQ, a division of Standard & Poor's) May 2001 - September 2010
iExchange 1999 - 2001
idealab! 1998 - 2000
Softbank Technology Ventures 1997 - 1997
DLJ 1994 - 1996
Skills
Equities, Financial Markets, Product Development, Entrepreneurship, Private Equity, Start-ups, New Business Development, Business Development, Mobile Applications, Strategic Partnerships, SaaS, Mobile Devices, Product Management, Strategy, Mergers & Acquisitions, Hedge Funds, Finance, Capital IQ, Business Analysis, Agile Methodologies, Business Strategy, Investment Banking, Venture Capital, Financial Modeling, Investment Management, Portfolio Management, Competitive Analysis, Capital Markets, Financial Services, Investments, Mergers, Asset Management, Marketing Strategy, Market Data, Project Management, Marketing, Management, Corporate Development, Analytics
Education
Harvard Business School
Harvard University
STEVEN ECKNA's DLJ Experience 1999 - 2000
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2014 - Present
The Paul R. Eckna Memorial Foundation February 2002 - Present
Cantor Fitzgerald June 2011 - March 2013
Macquarie Group March 2009 - June 2011
Jefferies LLC April 2005 - January 2009
Credit Suisse April 1998 - June 2005
DLJ 1999 - 2000
The Bank of New York October 1992 - March 1998
Skills
Equity Trading, Series 7, Series 63, Series 55, Series 24, Hedge Funds, Proprietary Trading, Fundraising, Management, Private Banking, Mortgage Lending, Asset Based Lending, Bloomberg Terminal, FINRA, Investments, Property Management, Sales, Bloomberg, Asset Management, Equities, Capital Markets, Investment Banking, Trading, Fixed Income, Securities
Education
Rollins College 1986 — 1990
Garden City High School 1982 — 1986
Merrill Lynch May 2014 - Present
The Paul R. Eckna Memorial Foundation February 2002 - Present
Cantor Fitzgerald June 2011 - March 2013
Macquarie Group March 2009 - June 2011
Jefferies LLC April 2005 - January 2009
Credit Suisse April 1998 - June 2005
DLJ 1999 - 2000
The Bank of New York October 1992 - March 1998
Skills
Equity Trading, Series 7, Series 63, Series 55, Series 24, Hedge Funds, Proprietary Trading, Fundraising, Management, Private Banking, Mortgage Lending, Asset Based Lending, Bloomberg Terminal, FINRA, Investments, Property Management, Sales, Bloomberg, Asset Management, Equities, Capital Markets, Investment Banking, Trading, Fixed Income, Securities
Education
Rollins College 1986 — 1990
Garden City High School 1982 — 1986
Alex Orloff Alex Orloff's DLJ Experience 1998 - 2000
Job Founder & Lead Analyst at Sybella Research LLC
Industry Financial Services
Experience
Sybella Research LLC 2012 - Present
Credit Suisse 2010 - 2012
Evolutionary Investing LLC August 2009 - January 2011
Lazard AM 2004 - 2009
Bank of America 2001 - 2004
DLJ 1998 - 2000
Skills
Equities, Capital Markets, Equity Research, Investment Banking, Financial Modeling, Hedge Funds, Asset Managment, Options, Valuation, Financial Services, Financial Markets, Bloomberg, Emerging Markets, Private Equity, Alternative Investments, Structured Finance, Equity Valuation, Investments, Derivatives, Structured Products, Equity Derivatives, Fixed Income, Asset Management
Education
ESCP Europe 1995 — 1998
European Master in Management, Financial management
Sybella Research LLC 2012 - Present
Credit Suisse 2010 - 2012
Evolutionary Investing LLC August 2009 - January 2011
Lazard AM 2004 - 2009
Bank of America 2001 - 2004
DLJ 1998 - 2000
Skills
Equities, Capital Markets, Equity Research, Investment Banking, Financial Modeling, Hedge Funds, Asset Managment, Options, Valuation, Financial Services, Financial Markets, Bloomberg, Emerging Markets, Private Equity, Alternative Investments, Structured Finance, Equity Valuation, Investments, Derivatives, Structured Products, Equity Derivatives, Fixed Income, Asset Management
Education
ESCP Europe 1995 — 1998
European Master in Management, Financial management
Chip Wadsworth Chip Wadsworth's DLJ Experience August 1996 - August 2000
Job CoDirector Equity Capital Markets at JMP Group
Industry Financial Services
Experience
JMP Group September 2013 - Present
UBS Investment Bank February 2002 - 2013
CSFB August 2000 - December 2001
DLJ August 1996 - August 2000
Skills
Capital Markets, Equity Capital Markets, Equities, Asset Management, Corporate Finance, IPO, Valuation, Private Equity, Securities, Hedge Funds, Fixed Income, Venture Capital, Investments, Financial Analysis, Executive Management, Mergers & Acquisitions, Project Finance, Due Diligence, Financial Structuring, Private Placements
Education
Harvard Business School 1991 — 1993
MBA
Middlebury College 1984 — 1988
BA, Economics
JMP Group September 2013 - Present
UBS Investment Bank February 2002 - 2013
CSFB August 2000 - December 2001
DLJ August 1996 - August 2000
Skills
Capital Markets, Equity Capital Markets, Equities, Asset Management, Corporate Finance, IPO, Valuation, Private Equity, Securities, Hedge Funds, Fixed Income, Venture Capital, Investments, Financial Analysis, Executive Management, Mergers & Acquisitions, Project Finance, Due Diligence, Financial Structuring, Private Placements
Education
Harvard Business School 1991 — 1993
MBA
Middlebury College 1984 — 1988
BA, Economics
Bill Stephenson Bill Stephenson's DLJ Experience April 1997 - September 1997
Job SVP Global Head of Trading
Industry Financial Services
Experience
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments September 1997 - April 2014
DLJ April 1997 - September 1997
Merrill Lynch Investment Managers January 1994 - April 1997
Bloomberg 1992 - 1993
Skills
Market Structure, Trading System, Equities, Electronic Trading, Trading Systems, Equity Trading, Series 7, Series 63, Trading, Capital Markets, Equity Research, Investments, Series 24, Execution Management..., Mutual Funds, Strategy, Financial Markets, Securities, Prime Brokerage, Bloomberg, Financial Services, ETFs, Bonds
Education
Harvard Business School 2010 — 2010
GMP, Management
The College of New Jersey 1989 — 1993
BS, Finance, Psychology
Franklin Templeton Investments May 2014 - Present
Franklin Templeton Investments September 1997 - April 2014
DLJ April 1997 - September 1997
Merrill Lynch Investment Managers January 1994 - April 1997
Bloomberg 1992 - 1993
Skills
Market Structure, Trading System, Equities, Electronic Trading, Trading Systems, Equity Trading, Series 7, Series 63, Trading, Capital Markets, Equity Research, Investments, Series 24, Execution Management..., Mutual Funds, Strategy, Financial Markets, Securities, Prime Brokerage, Bloomberg, Financial Services, ETFs, Bonds
Education
Harvard Business School 2010 — 2010
GMP, Management
The College of New Jersey 1989 — 1993
BS, Finance, Psychology
Christian Holzer's DLJ Experience June 1996 - February 2000
Job Quantitative Investment Strategies at CrossTree LLC
Industry Capital Markets
Experience
BNP Paribas July 2012 - September 2013
MKM Partners July 2010 - July 2012
Dresdner Kleinwort Securities LLC June 2006 - July 2010
Societe Generale November 2004 - June 2006
Deutsche Bank Securities September 2001 - October 2004
Tiberius Global Volatility Fund 2000 - 2001
DLJ June 1996 - February 2000
Morgan Stanley 1993 - 1995
Chicago Research and Trading May 1992 - November 1993
Skills
Volatility Arbitrage, Dispersion Trading, Cross Selling, Equity Derivatives, Alternative Investments, Trading, Equities, Derivatives, Hedging, Capital Markets, Fixed Income, Options, Hedge Funds, Electronic Trading, Bloomberg, Trading Systems, Structured Products, Equity Trading, Credit Derivatives, Interest Rate..., Volatility, Structured Finance, Currency, Portfolio Management, Emerging Markets
Education
Penn State University 1990 — 1992
Master of Science (MS), Finance, General
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
BS, Finance
BNP Paribas July 2012 - September 2013
MKM Partners July 2010 - July 2012
Dresdner Kleinwort Securities LLC June 2006 - July 2010
Societe Generale November 2004 - June 2006
Deutsche Bank Securities September 2001 - October 2004
Tiberius Global Volatility Fund 2000 - 2001
DLJ June 1996 - February 2000
Morgan Stanley 1993 - 1995
Chicago Research and Trading May 1992 - November 1993
Skills
Volatility Arbitrage, Dispersion Trading, Cross Selling, Equity Derivatives, Alternative Investments, Trading, Equities, Derivatives, Hedging, Capital Markets, Fixed Income, Options, Hedge Funds, Electronic Trading, Bloomberg, Trading Systems, Structured Products, Equity Trading, Credit Derivatives, Interest Rate..., Volatility, Structured Finance, Currency, Portfolio Management, Emerging Markets
Education
Penn State University 1990 — 1992
Master of Science (MS), Finance, General
University of Illinois at Urbana-Champaign - College of Business 1986 — 1990
BS, Finance
Russel Banasiak Russel Banasiak's DLJ Experience 1999 - 2002
Job .
Industry Computer Networking
Experience
BNYConvergex February 2000 - February 2012
BNY ConvergEx 2000 - February 2012
Bank of New York/ BNYConvergEx February 2002 - January 2012
CSFB/DLJ – Equities Research/Pershing – NY/NJ December 1999 - February 2002
DLJ 1999 - 2002
CSFB 1999 - 2002
Donaldson, Lufkin and Jenrette (DLJ) 1999 - 2002
CNA Insurance 1995 - 2002
CNA 1995 - 2002
Encompass 1995 - 2002
Skills
Disaster Recovery, IT Management, Trading Systems, Active Directory, IT Strategy, System Administration, Windows Server, Vendor Management, Project Management, Business Analysis, Data Center, Windows 7, Data Warehousing, Insurance, Risk Management, DHCP, Leadership, Microsoft Exchange, Microsoft SQL Server, Operating Systems, Security, Servers, Technical Support, Testing, Troubleshooting, Hardware
Education
Dover Business College
Computer Electronics Graduate
Thomas Edison State College
BNYConvergex February 2000 - February 2012
BNY ConvergEx 2000 - February 2012
Bank of New York/ BNYConvergEx February 2002 - January 2012
CSFB/DLJ – Equities Research/Pershing – NY/NJ December 1999 - February 2002
DLJ 1999 - 2002
CSFB 1999 - 2002
Donaldson, Lufkin and Jenrette (DLJ) 1999 - 2002
CNA Insurance 1995 - 2002
CNA 1995 - 2002
Encompass 1995 - 2002
Skills
Disaster Recovery, IT Management, Trading Systems, Active Directory, IT Strategy, System Administration, Windows Server, Vendor Management, Project Management, Business Analysis, Data Center, Windows 7, Data Warehousing, Insurance, Risk Management, DHCP, Leadership, Microsoft Exchange, Microsoft SQL Server, Operating Systems, Security, Servers, Technical Support, Testing, Troubleshooting, Hardware
Education
Dover Business College
Computer Electronics Graduate
Thomas Edison State College
Darren Commike Darren Commike's DLJ Experience April 1999 - January 2001
Job Associate Director, Technical Project Manager at CLS Bank International
Industry Financial Services
Experience
CLS Bank International March 2012 - Present
Credit Suisse January 2001 - March 2012
DLJ April 1999 - January 2001
The A Consulting Team February 1998 - April 1999
Bank of New York Mellon July 1993 - February 1998
Education
State University of New York College at Brockport 1988 — 1992
BS, Computer Science, Math
CLS Bank International March 2012 - Present
Credit Suisse January 2001 - March 2012
DLJ April 1999 - January 2001
The A Consulting Team February 1998 - April 1999
Bank of New York Mellon July 1993 - February 1998
Education
State University of New York College at Brockport 1988 — 1992
BS, Computer Science, Math
Ben Patch Ben Patch's DLJ Experience 1996 - 1998
Job Emerging Markets Credit
Industry Financial Services
Experience
Deutsche Bank May 2015 - Present
Mitsubishi UFJ Securities November 2013 - March 2015
The Seaport Group November 2011 - November 2013
MF Global August 2011 - November 2011
ING Capital Markets March 2010 - June 2011
MF Global August 2009 - March 2010
Patchwork Consulting May 2009 - August 2009
AIG Trading Group May 1998 - October 2008
DLJ 1996 - 1998
Citibank August 1989 - May 1996
Skills
Fixed Income, Emerging Markets, Trading, Commodity, Hedge Funds, Capital Markets, Derivatives, Credit Risk
Education
Middlebury College 1985 — 1989
BA, Russian/Int Politics & Economics
Pushkin State Russian Language Institute
Russian Language and Literature
Deutsche Bank May 2015 - Present
Mitsubishi UFJ Securities November 2013 - March 2015
The Seaport Group November 2011 - November 2013
MF Global August 2011 - November 2011
ING Capital Markets March 2010 - June 2011
MF Global August 2009 - March 2010
Patchwork Consulting May 2009 - August 2009
AIG Trading Group May 1998 - October 2008
DLJ 1996 - 1998
Citibank August 1989 - May 1996
Skills
Fixed Income, Emerging Markets, Trading, Commodity, Hedge Funds, Capital Markets, Derivatives, Credit Risk
Education
Middlebury College 1985 — 1989
BA, Russian/Int Politics & Economics
Pushkin State Russian Language Institute
Russian Language and Literature
Karl Knight's DLJ Experience April 1997 - January 2000
Job President & CFO at RocketSpace Inc.
Industry Renewables & Environment
Experience
RocketSpace Inc. January 2013 - Present
Recurrent Energy September 2008 - Present
Regenesis Power LLC January 2007 - January 2008
Vantage Media June 2006 - December 2006
Savvian March 2004 - June 2006
SoundView Technology Group March 2003 - March 2004
Credit Suisse First Boston January 2000 - December 2002
DLJ April 1997 - January 2000
National Westminster Bank August 1990 - June 1997
Skills
Venture Capital, Mergers, Financial Modeling, Corporate Development, Private Equity, Valuation, Private Placements, Corporate Finance, Due Diligence, Investment Banking, Start-ups, Financial Structuring, M&A experience, Project Finance, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Bangor University 1987 — 1990
Finance, Finance, Economics, Banking
RocketSpace Inc. January 2013 - Present
Recurrent Energy September 2008 - Present
Regenesis Power LLC January 2007 - January 2008
Vantage Media June 2006 - December 2006
Savvian March 2004 - June 2006
SoundView Technology Group March 2003 - March 2004
Credit Suisse First Boston January 2000 - December 2002
DLJ April 1997 - January 2000
National Westminster Bank August 1990 - June 1997
Skills
Venture Capital, Mergers, Financial Modeling, Corporate Development, Private Equity, Valuation, Private Placements, Corporate Finance, Due Diligence, Investment Banking, Start-ups, Financial Structuring, M&A experience, Project Finance, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 1994 — 1997
MBA, Finance
Bangor University 1987 — 1990
Finance, Finance, Economics, Banking
Keith Benton Keith Benton's DLJ Experience 1997 - 2004
Job Financial Advisor located at Founders FCU
Industry Investment Management
Experience
Founders Federal Credit Union April 2006 - Present
Coastal FCU 2005 - 2005
DLJ 1997 - 2004
Bank of America 1997 - 1998
waterhouse securities 1993 - 1997
Education
Robert Morris University 1990 — 1994
BSBA, Finance
LYCO
LYCO
LYCO
Founders Federal Credit Union April 2006 - Present
Coastal FCU 2005 - 2005
DLJ 1997 - 2004
Bank of America 1997 - 1998
waterhouse securities 1993 - 1997
Education
Robert Morris University 1990 — 1994
BSBA, Finance
LYCO
LYCO
LYCO
Blake Darcy Blake Darcy's DLJ Experience August 1984 - November 2000
Job
Industry Internet
Experience
Quantopian July 2012 - Present
CarNow July 2015 - Present
Trading Ticket, Inc. July 2015 - Present
Formula Investing September 2008 - January 2013
CSFBdirect November 2000 - January 2002
DLJdirect September 1987 - November 2000
DLJ August 1984 - November 2000
Lehman Brothers October 1982 - August 1984
Xerox July 1979 - September 1982
Skills
Hedge Funds, Executive Management, Asset Managment, Mutual Funds, Product Development, Alternative Investments, Investments, Investment Strategies, Financial Services, Series 63, High Net Worth..., Venture Capital, Electronic Trading, Private Equity, Series 7, FINRA, Investment Banking, Portfolio Management, Entrepreneurship, Strategy, Due Diligence, Valuation, Corporate Finance, Corporate Development, Mergers & Acquisitions, Investment Management, Emerging Markets, Start-ups, Angel Investing, Investor Relations, Private Placements, Asset Management
Education
Hamilton College 1974 — 1978
AB, Government
Quantopian July 2012 - Present
CarNow July 2015 - Present
Trading Ticket, Inc. July 2015 - Present
Formula Investing September 2008 - January 2013
CSFBdirect November 2000 - January 2002
DLJdirect September 1987 - November 2000
DLJ August 1984 - November 2000
Lehman Brothers October 1982 - August 1984
Xerox July 1979 - September 1982
Skills
Hedge Funds, Executive Management, Asset Managment, Mutual Funds, Product Development, Alternative Investments, Investments, Investment Strategies, Financial Services, Series 63, High Net Worth..., Venture Capital, Electronic Trading, Private Equity, Series 7, FINRA, Investment Banking, Portfolio Management, Entrepreneurship, Strategy, Due Diligence, Valuation, Corporate Finance, Corporate Development, Mergers & Acquisitions, Investment Management, Emerging Markets, Start-ups, Angel Investing, Investor Relations, Private Placements, Asset Management
Education
Hamilton College 1974 — 1978
AB, Government
Dave Jaynes Dave Jaynes's DLJ Experience May 2000 - August 2000
Job President and Director at MX
Industry Computer Software
Experience
MX October 2010 - Present
Spoon Me May 2007 - December 2010
Lehman Brothers July 2001 - July 2008
DLJ May 2000 - August 2000
Skills
Mergers & Acquisitions, Leadership, Management, Sales, Finance, Investment Banking, Coaching, Real Estate, Start-ups, Entrepreneurship, Strategic Partnerships, Executive Management, Business Development, Business Strategy, Investments, Mergers, Strategic Planning, Online Advertising, Private Equity, Thought Leadership, Venture Capital, Strategy, Marketing Strategy, Mentoring, New Business Development
Education
Brigham Young University 1997 — 2001
BA, Economics
MX October 2010 - Present
Spoon Me May 2007 - December 2010
Lehman Brothers July 2001 - July 2008
DLJ May 2000 - August 2000
Skills
Mergers & Acquisitions, Leadership, Management, Sales, Finance, Investment Banking, Coaching, Real Estate, Start-ups, Entrepreneurship, Strategic Partnerships, Executive Management, Business Development, Business Strategy, Investments, Mergers, Strategic Planning, Online Advertising, Private Equity, Thought Leadership, Venture Capital, Strategy, Marketing Strategy, Mentoring, New Business Development
Education
Brigham Young University 1997 — 2001
BA, Economics
Richard (Dick) Hurd Richard (Dick) Hurd's DLJ Experience 1997 - 2000
Job Investments at Mayo Capital Partners
Industry Investment Banking
Experience
Mayo Capital Partners September 2010 - Present
BMO Capital Markets 2004 - 2010
Fulcrum Global Partners 2003 - 2004
Credit Suisse First Boston 2000 - November 2003
DLJ 1997 - 2000
DLJ 1994 - 1997
Kidder Peabody 1988 - 1994
Kidder Peabody 1982 - 1988
Marsh & McLennan Companies, Inc. 1978 - 1982
Skills
Equities, Investments, Mutual Funds, Hedge Funds, Equity Research, Investment Banking, Trading, Competitive Analysis, Investment Management, Portfolio Management, Alternative Investments, Bloomberg, Financial Services, Fixed Income, Bonds, Derivatives, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Finance
Hampshire College 1974 — 1978
BA, Systems Analysis
Mayo Capital Partners September 2010 - Present
BMO Capital Markets 2004 - 2010
Fulcrum Global Partners 2003 - 2004
Credit Suisse First Boston 2000 - November 2003
DLJ 1997 - 2000
DLJ 1994 - 1997
Kidder Peabody 1988 - 1994
Kidder Peabody 1982 - 1988
Marsh & McLennan Companies, Inc. 1978 - 1982
Skills
Equities, Investments, Mutual Funds, Hedge Funds, Equity Research, Investment Banking, Trading, Competitive Analysis, Investment Management, Portfolio Management, Alternative Investments, Bloomberg, Financial Services, Fixed Income, Bonds, Derivatives, Valuation
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1980 — 1982
MBA, Finance
Hampshire College 1974 — 1978
BA, Systems Analysis
Aaron Goldman Aaron Goldman's DLJ Experience 1999 - 2000
Job Principal at General Atlantic
Industry Venture Capital & Private Equity
Experience
General Atlantic January 2014 - Present
General Atlantic August 2007 - December 2013
Texas Pacific Group 2006 - 2006
Fremont Group 2000 - 2005
DLJ 1999 - 2000
Skills
Private Equity, Due Diligence, Financial Analysis, Venture Capital, Corporate Development, Mergers, Valuation, Financial Modeling, LBO, Investment Banking, Corporate Finance, Growth Capital, Investments, Equities, Start-ups, Emerging Markets, Entrepreneurship
Education
Harvard Business School 2005 — 2007
Masters, Business Administration
Wharton School, University of Pennsylvania 1995 — 1999
Bachelor of Science, Economics
General Atlantic January 2014 - Present
General Atlantic August 2007 - December 2013
Texas Pacific Group 2006 - 2006
Fremont Group 2000 - 2005
DLJ 1999 - 2000
Skills
Private Equity, Due Diligence, Financial Analysis, Venture Capital, Corporate Development, Mergers, Valuation, Financial Modeling, LBO, Investment Banking, Corporate Finance, Growth Capital, Investments, Equities, Start-ups, Emerging Markets, Entrepreneurship
Education
Harvard Business School 2005 — 2007
Masters, Business Administration
Wharton School, University of Pennsylvania 1995 — 1999
Bachelor of Science, Economics
Rich Hampp, PMP Rich Hampp, PMP's DLJ Experience 1991 - March 1996
Job Project Manager at PSEG
Industry Financial Services
Experience
PSEG (consultant) March 2013 - Present
CIT (consultant) April 2012 - February 2013
RISK Masters January 2012 - April 2012
@MF Global via Business Technology Partners Consultants January 2010 - November 2011
Fiserv August 2008 - 2009
SDSFT June 2007 - August 2008
NYBOT March 1996 - April 2007
ICE Futures US March 1996 - April 2007
DLJ 1991 - March 1996
NYMEX 1989 - 1991
Skills
ITIL, Project Planning, Risk Management, Program Management, Vendor Management, Requirements Analysis, Disaster Recovery, Outsourcing, IT Management, Process Improvement, Business Analysis, IT Operations, Product Management, Data Center, IT Strategy, Securities, Business Continuity, Software Development, Integration, SDLC, FX, Team Leadership, Business Planning, Business Strategy, Capital Markets, Team Building, Analysis, Product Development, Financial Markets, Vendor Relations, Process Engineering, Trading Systems, Leadership, Strategy, Fixed Income, PMO, FX Options, Management Consulting, Business Process, Electronic Trading, Cross-functional Team..., Software Project..., Testing, Strategic Planning, Financial Services, Management, Business Intelligence, Project Management, Business Process..., Professional Services
Education
Seton Hall University 1978 — 1982
Finance
PSEG (consultant) March 2013 - Present
CIT (consultant) April 2012 - February 2013
RISK Masters January 2012 - April 2012
@MF Global via Business Technology Partners Consultants January 2010 - November 2011
Fiserv August 2008 - 2009
SDSFT June 2007 - August 2008
NYBOT March 1996 - April 2007
ICE Futures US March 1996 - April 2007
DLJ 1991 - March 1996
NYMEX 1989 - 1991
Skills
ITIL, Project Planning, Risk Management, Program Management, Vendor Management, Requirements Analysis, Disaster Recovery, Outsourcing, IT Management, Process Improvement, Business Analysis, IT Operations, Product Management, Data Center, IT Strategy, Securities, Business Continuity, Software Development, Integration, SDLC, FX, Team Leadership, Business Planning, Business Strategy, Capital Markets, Team Building, Analysis, Product Development, Financial Markets, Vendor Relations, Process Engineering, Trading Systems, Leadership, Strategy, Fixed Income, PMO, FX Options, Management Consulting, Business Process, Electronic Trading, Cross-functional Team..., Software Project..., Testing, Strategic Planning, Financial Services, Management, Business Intelligence, Project Management, Business Process..., Professional Services
Education
Seton Hall University 1978 — 1982
Finance
Hal Polley Hal Polley's DLJ Experience 1992 - 1995
Job Managing Director at Accordion Partners
Industry Management Consulting
Experience
Accordion Partners June 2013 - Present
Vitals October 2011 - June 2013
Stepping Stone Capital Partners January 2009 - October 2011
WTP Capital 2004 - January 2009
Restless Development 2006 - 2009
iFormation Group 2000 - 2004
Lindsay Goldberg & Bessemer 1998 - 2000
The Carlyle Group 1995 - 1996
DLJ 1992 - 1995
Donaldson, Lufkin & Jenrette 1992 - 1995
Skills
Management Consulting, Private Equity, Strategic Planning, Strategic Financial..., Corporate Development, Corporate Finance, Mergers & Acquisitions, Strategy, Business Development, Financial Analysis, Entrepreneurship, Business Strategy, Business Planning, Strategic Partnerships, Fundraising, Operations Management, M&A execution, Mergers
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
Georgetown University 1988 — 1992
BA
Phillips Exeter Academy 1985 — 1988
Diploma, High Honors, High School
Collegiate
Accordion Partners June 2013 - Present
Vitals October 2011 - June 2013
Stepping Stone Capital Partners January 2009 - October 2011
WTP Capital 2004 - January 2009
Restless Development 2006 - 2009
iFormation Group 2000 - 2004
Lindsay Goldberg & Bessemer 1998 - 2000
The Carlyle Group 1995 - 1996
DLJ 1992 - 1995
Donaldson, Lufkin & Jenrette 1992 - 1995
Skills
Management Consulting, Private Equity, Strategic Planning, Strategic Financial..., Corporate Development, Corporate Finance, Mergers & Acquisitions, Strategy, Business Development, Financial Analysis, Entrepreneurship, Business Strategy, Business Planning, Strategic Partnerships, Fundraising, Operations Management, M&A execution, Mergers
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
Georgetown University 1988 — 1992
BA
Phillips Exeter Academy 1985 — 1988
Diploma, High Honors, High School
Collegiate
Steve Warjanka's DLJ Experience February 2000 - October 2000
Job Vice President at Hudson Advisors, LLC
Industry Investment Banking
Experience
Hudson Advisors, LLC January 2011 - Present
Hexagon Securities February 2010 - September 2010
UBS Investment Bank June 2004 - August 2007
UBS Investment Bank July 2002 - June 2004
Credit Suisse October 2000 - June 2002
DLJ February 2000 - October 2000
Standard & Poor's September 1997 - February 2000
Skills
Structured Finance, Loans, Financial Structuring, Finance, Insurance, Mortgage Lending, Banking, Securitization, MBS, Residential Mortgages, Due Diligence, ABS, Sales, Capital Markets, Fixed Income, Portfolio Management, Analysis, Loan Servicing, Securities, Risk Management, Credit Analysis, Investments, Investment Properties, Financial Modeling, Negotiation, Management, Bloomberg, Alternative Investments, Reverse Mortgages, Private Equity, Valuation, Bonds, Structured Products, Equities, Derivatives, Loan Origination, Hedge Funds, Investment Banking, Trading, Real Estate, Credit, Asset Management
Education
Providence College 1995 — 1997
MBA, Finance
Providence College 1991 — 1995
BS, Social Sciences
Hudson Advisors, LLC January 2011 - Present
Hexagon Securities February 2010 - September 2010
UBS Investment Bank June 2004 - August 2007
UBS Investment Bank July 2002 - June 2004
Credit Suisse October 2000 - June 2002
DLJ February 2000 - October 2000
Standard & Poor's September 1997 - February 2000
Skills
Structured Finance, Loans, Financial Structuring, Finance, Insurance, Mortgage Lending, Banking, Securitization, MBS, Residential Mortgages, Due Diligence, ABS, Sales, Capital Markets, Fixed Income, Portfolio Management, Analysis, Loan Servicing, Securities, Risk Management, Credit Analysis, Investments, Investment Properties, Financial Modeling, Negotiation, Management, Bloomberg, Alternative Investments, Reverse Mortgages, Private Equity, Valuation, Bonds, Structured Products, Equities, Derivatives, Loan Origination, Hedge Funds, Investment Banking, Trading, Real Estate, Credit, Asset Management
Education
Providence College 1995 — 1997
MBA, Finance
Providence College 1991 — 1995
BS, Social Sciences
Adriana Dutra RT(R)(MR) Adriana Dutra RT(R)(MR)'s DLJ Experience February 1998 - 2000
Job Registered MRI Technologist (ARRT)
Industry Hospital & Health Care
Experience
DeKalb Medical February 2014 - Present
DeKalb Medical October 2013 - January 2014
DeKalb Medical September 2011 - August 2013
T-Mobile USA January 2004 - April 2011
T-Mobile 2004 - 2007
Citizens Bank June 2002 - September 2003
Credit Suisse 2000 - 2001
DLJ February 1998 - 2000
VARIG August 1989 - May 1995
Skills
ITIL, Vendor Management, Telecommunications, Active Directory, Troubleshooting, Process Improvement, Quality Assurance, SharePoint, Software Documentation, Visio
Education
Chattanooga State Community College 2013 — 2013
MRI Program, Magnetic Resonance Imaging (MRI) Technology/Technician
Dekalb Medical School of Radiologic Technology 2011 — 2013
Radiologic Technologist, Radiologic Technology/Science - Radiographer, GPA 4.0
Georgia Perimeter College 2010 — 2013
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
DeKalb Medical February 2014 - Present
DeKalb Medical October 2013 - January 2014
DeKalb Medical September 2011 - August 2013
T-Mobile USA January 2004 - April 2011
T-Mobile 2004 - 2007
Citizens Bank June 2002 - September 2003
Credit Suisse 2000 - 2001
DLJ February 1998 - 2000
VARIG August 1989 - May 1995
Skills
ITIL, Vendor Management, Telecommunications, Active Directory, Troubleshooting, Process Improvement, Quality Assurance, SharePoint, Software Documentation, Visio
Education
Chattanooga State Community College 2013 — 2013
MRI Program, Magnetic Resonance Imaging (MRI) Technology/Technician
Dekalb Medical School of Radiologic Technology 2011 — 2013
Radiologic Technologist, Radiologic Technology/Science - Radiographer, GPA 4.0
Georgia Perimeter College 2010 — 2013
Associate of Science (A.S.), Radiologic Technology/Science - Radiographer
Robert Kaiser's DLJ Experience 1995 - 2001
Job Managing Director, Business Continuity, Information Continuity, and Security at BNP Paribas
Industry Financial Services
Experience
BNP Paribas October 2013 - Present
Bank of America January 2009 - October 2013
Merrill Lynch April 2007 - January 2009
Bank of New York Mellon 2003 - 2007
Pershing 1995 - 2007
Credit Suisse First Boston 2001 - 2003
DLJ 1995 - 2001
Hoffmann LaRoche 1985 - 1995
Amerada Hess 1984 - 1985
Education
Stevens Institute of Technology 1990 — 1995
Master's, Technology Management
Stevens Institute of Technology 1980 — 1984
Bachelor's, Chemistry
BNP Paribas October 2013 - Present
Bank of America January 2009 - October 2013
Merrill Lynch April 2007 - January 2009
Bank of New York Mellon 2003 - 2007
Pershing 1995 - 2007
Credit Suisse First Boston 2001 - 2003
DLJ 1995 - 2001
Hoffmann LaRoche 1985 - 1995
Amerada Hess 1984 - 1985
Education
Stevens Institute of Technology 1990 — 1995
Master's, Technology Management
Stevens Institute of Technology 1980 — 1984
Bachelor's, Chemistry
Susan Rose Susan Rose's DLJ Experience 1998 - 1999
Job Legal Recruitment Manager at Goodwin Procter LLP
Industry Human Resources
Experience
Goodwin Procter LLP May 2006 - October 2014
Schulte Roth & Zabel LLP 1999 - 2006
DLJ 1998 - 1999
Education
Skidmore College 1994 — 1998
1998, Government and Business
Goodwin Procter LLP May 2006 - October 2014
Schulte Roth & Zabel LLP 1999 - 2006
DLJ 1998 - 1999
Education
Skidmore College 1994 — 1998
1998, Government and Business
Jackie Cavanaugh Jackie Cavanaugh's DLJ Experience August 2000 - June 2002
Job Research Analyst / PM Global Financials at Putnam Investments
Industry Financial Services
Experience
Putnam Investments December 2011 - Present
Janus Capital Group January 2005 - December 2011
Goldman Sachs November 2002 - January 2005
DLJ August 2000 - June 2002
Goldman Sachs August 1995 - July 1998
Skills
Equity Research, Equity Valuation, Hedge Funds, Equities, DCF, Mutual Funds, Valuation, Financial Modeling, Series 7, Asset Managment, Investments, Portfolio Management, Capital Markets, Investor Relations, Financial Analysis, Credit Analysis, Corporate Finance, Due Diligence, Financial Services, Securities Regulation
Education
Harvard Business School 1998 — 2000
MBA, Corporate Finance
Brown University 1991 — 1995
BA, Economics, Public Policy
Putnam Investments December 2011 - Present
Janus Capital Group January 2005 - December 2011
Goldman Sachs November 2002 - January 2005
DLJ August 2000 - June 2002
Goldman Sachs August 1995 - July 1998
Skills
Equity Research, Equity Valuation, Hedge Funds, Equities, DCF, Mutual Funds, Valuation, Financial Modeling, Series 7, Asset Managment, Investments, Portfolio Management, Capital Markets, Investor Relations, Financial Analysis, Credit Analysis, Corporate Finance, Due Diligence, Financial Services, Securities Regulation
Education
Harvard Business School 1998 — 2000
MBA, Corporate Finance
Brown University 1991 — 1995
BA, Economics, Public Policy
Lenny O'Dea Lenny O'Dea's DLJ Experience 1981 - 1985
Job Wire Transfer Supervisor at Berkshire Bank
Industry Banking
Experience
Berkshire Bank March 2012 - Present
Greenfield Savings Bank December 2002 - July 2010
Nordea 1986 - 2001
DLJ 1981 - 1985
Skills
Banking, Cash Management, Customer Service, Electronic Payments, SWIFT payments, Business Analysis, Financial Services, Credit, Commercial Banking, Vendor Management, Security, Treasury Management, Risk Management, Retail Banking, Loans, Internet Banking
Education
State University of New York College at Fredonia
Berkshire Bank March 2012 - Present
Greenfield Savings Bank December 2002 - July 2010
Nordea 1986 - 2001
DLJ 1981 - 1985
Skills
Banking, Cash Management, Customer Service, Electronic Payments, SWIFT payments, Business Analysis, Financial Services, Credit, Commercial Banking, Vendor Management, Security, Treasury Management, Risk Management, Retail Banking, Loans, Internet Banking
Education
State University of New York College at Fredonia
gary weiss gary weiss's DLJ Experience July 1999 - December 2001
Job Principal at LA Realty Partners
Industry Commercial Real Estate
Experience
LA Realty Partners June 2010 - Present
Madison Partners March 2004 - June 2010
JH Snyder Company June 2002 - November 2003
DLJ July 1999 - December 2001
Studley January 1987 - July 1999
Skills
Property Management, Real Estate, Due Diligence, Commercial Real Estate, Investment Properties, Brokerage, Valuation, Leases, Contract Negotiation, Landlords, Financial Analysis, Asset Management, Location Intelligence, Lease Administration, Real Estate Transactions, Lease Negotiations, Tenant Representation, Real Estate Economics, Tenant, Acquisitions, Real Estate Development, Investments, Landlord, Disposition, Entitlements, Corporate Real Estate, Tenant Improvement, Shopping Centers, Budgets, Real Estate Financing
Education
San Diego State University 1977 — 1979
a B.S, Business Management
San Diego State University-California State University 1977 — 1979
BS, Management
LA Realty Partners June 2010 - Present
Madison Partners March 2004 - June 2010
JH Snyder Company June 2002 - November 2003
DLJ July 1999 - December 2001
Studley January 1987 - July 1999
Skills
Property Management, Real Estate, Due Diligence, Commercial Real Estate, Investment Properties, Brokerage, Valuation, Leases, Contract Negotiation, Landlords, Financial Analysis, Asset Management, Location Intelligence, Lease Administration, Real Estate Transactions, Lease Negotiations, Tenant Representation, Real Estate Economics, Tenant, Acquisitions, Real Estate Development, Investments, Landlord, Disposition, Entitlements, Corporate Real Estate, Tenant Improvement, Shopping Centers, Budgets, Real Estate Financing
Education
San Diego State University 1977 — 1979
a B.S, Business Management
San Diego State University-California State University 1977 — 1979
BS, Management
Grace Bianchi Grace Bianchi's DLJ Experience 1991 - 1993
Job Fund Administrator at ICV Capital Partners, LLC
Industry Venture Capital & Private Equity
Experience
ICV Capital Partners, LLC March 2000 - Present
Merrill Lynch 1996 - 2000
Aon 1995 - 1996
Babyfair, Inc. 1993 - 1994
DLJ 1991 - 1993
Skills
Venture Capital, Investments, Financial Modeling, Private Equity, Budgets, Microsoft Office, Risk Management, Valuation, Due Diligence
Education
State University of New York Empire State College
BS in Business, Mgmt & Economics, Human Resource Mgmt.
ICV Capital Partners, LLC March 2000 - Present
Merrill Lynch 1996 - 2000
Aon 1995 - 1996
Babyfair, Inc. 1993 - 1994
DLJ 1991 - 1993
Skills
Venture Capital, Investments, Financial Modeling, Private Equity, Budgets, Microsoft Office, Risk Management, Valuation, Due Diligence
Education
State University of New York Empire State College
BS in Business, Mgmt & Economics, Human Resource Mgmt.
Ted Goldsmith's DLJ Experience January 1995 - January 2004
Job Realtor/Broker at Allen Tate Realtors
Industry Real Estate
Experience
Allen Tate Realtors January 2009 - Present
CD Realty January 2004 - January 2009
DLJ January 1995 - January 2004
Skills
Real Estate, Sellers, Residential, Home, CRS, New Home Sales, SFR, Buyer Representation, Foreclosures, Relocation, Short Sales, Listings, Single Family Homes, Relocations, First Time Buyers, Townhomes, Land
Education
Bethany College 1985 — 1989
BA, Alpha Sigma Phi
The Kiski School 1980 — 1985
High School
Allen Tate Realtors January 2009 - Present
CD Realty January 2004 - January 2009
DLJ January 1995 - January 2004
Skills
Real Estate, Sellers, Residential, Home, CRS, New Home Sales, SFR, Buyer Representation, Foreclosures, Relocation, Short Sales, Listings, Single Family Homes, Relocations, First Time Buyers, Townhomes, Land
Education
Bethany College 1985 — 1989
BA, Alpha Sigma Phi
The Kiski School 1980 — 1985
High School
Steve Kenny Steve Kenny's DLJ Experience March 1990 - March 1992
Job Teacher/Coach at St. Joseph Regional High School
Industry Financial Services
Experience
St. Joseph Regional High School January 2011 - Present
Knight Capital Group March 2009 - October 2010
Glen Rock High School March 2007 - October 2008
UBS Investment Bank March 1992 - October 2006
DLJ March 1990 - March 1992
LF Rothschild March 1986 - February 1989
Merrill Lynch 1982 - 1986
Skills
Strategy, Marketing, Portfolio Management, Investments, Fixed Income, Public Speaking, Equities, Strategic Planning, Series 7, Risk Management, Valuation, Financial Analysis, Capital Markets, Hedge Funds, Electronic Trading, Emerging Markets, Bloomberg, Structured Products, Series 63, Bonds, Alternative Investments
Education
St. Peter's University 2011 — 2014
Candidate for Masters, Secondary Education and Teaching
College of the Holy Cross 1977 — 1981
BA, English
St. Joseph Regional High School January 2011 - Present
Knight Capital Group March 2009 - October 2010
Glen Rock High School March 2007 - October 2008
UBS Investment Bank March 1992 - October 2006
DLJ March 1990 - March 1992
LF Rothschild March 1986 - February 1989
Merrill Lynch 1982 - 1986
Skills
Strategy, Marketing, Portfolio Management, Investments, Fixed Income, Public Speaking, Equities, Strategic Planning, Series 7, Risk Management, Valuation, Financial Analysis, Capital Markets, Hedge Funds, Electronic Trading, Emerging Markets, Bloomberg, Structured Products, Series 63, Bonds, Alternative Investments
Education
St. Peter's University 2011 — 2014
Candidate for Masters, Secondary Education and Teaching
College of the Holy Cross 1977 — 1981
BA, English
Larry Thompson Larry Thompson's DLJ Experience 1998 - 2002
Job Mortgage Branch Manager at American Financial Network, Inc.
Industry Real Estate
Experience
American Financial Network, Inc. August 2015 - Present
Venture Realty 2004 - Present
Barrons Mortgage Group May 2011 - July 2015
First Financial Services, INC May 2010 - 2011
1st Metropolitan Mortgage 2008 - 2010
1st Metropolitan Mortgage 2008 - 2010
Family First Mortgage January 2005 - January 2008
New World Mortgage Inc. 2002 - 2004
DLJ 1998 - 2002
DLJ 1998 - 2002
Skills
FHA, Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, USDA, Real Estate, Loans, First Time Home Buyers, Investment Properties, Residential Mortgages, ABR, Foreclosures, Selling, Residential Homes, Short Sales, REO, Condos, Investors, Real Estate Transactions, Single Family Homes
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 1999
MBA, FINANCE
Clemson University 1990 — 1994
BS, FINANCE
American Financial Network, Inc. August 2015 - Present
Venture Realty 2004 - Present
Barrons Mortgage Group May 2011 - July 2015
First Financial Services, INC May 2010 - 2011
1st Metropolitan Mortgage 2008 - 2010
1st Metropolitan Mortgage 2008 - 2010
Family First Mortgage January 2005 - January 2008
New World Mortgage Inc. 2002 - 2004
DLJ 1998 - 2002
DLJ 1998 - 2002
Skills
FHA, Mortgage Lending, Mortgage Banking, Refinance, Loan Origination, USDA, Real Estate, Loans, First Time Home Buyers, Investment Properties, Residential Mortgages, ABR, Foreclosures, Selling, Residential Homes, Short Sales, REO, Condos, Investors, Real Estate Transactions, Single Family Homes
Education
University of North Carolina at Charlotte - Belk College of Business 1997 — 1999
MBA, FINANCE
Clemson University 1990 — 1994
BS, FINANCE
Roslyn Fraser, BRMP's DLJ Experience 1999 - 2000
Job Director, Business Relationship Management at Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters June 2015 - Present
Microsoft October 2013 - June 2015
Pfizer May 2012 - October 2013
Pfizer Inc May 2010 - May 2012
Pfizer December 2007 - May 2010
Pfizer May 2003 - December 2007
Johnson & Johnson May 2001 - May 2003
Credit Suisse 1999 - 2001
DLJ 1999 - 2000
St. Vincent's Hospital September 1998 - 2000
Skills
IT Strategy, Vendor Management, Business Process..., Stakeholder Engagement, Stakeholder Management, Business Strategy, Strategic Planning, Program Management, Integration, Cross-functional Team..., ITIL, IT Outsourcing, IT Management, Management, Service Delivery, IT Service Management, Strategy, Project Management, Service Delivery..., Data Center, Disaster Recovery, Enterprise Architecture, System Deployment, Project Portfolio..., Infrastructure, Process Improvement
Education
Business Relationship Management Professional
Fordham University
Bachelor of Science (B.S.), Psychology, General Science
Thomson Reuters June 2015 - Present
Microsoft October 2013 - June 2015
Pfizer May 2012 - October 2013
Pfizer Inc May 2010 - May 2012
Pfizer December 2007 - May 2010
Pfizer May 2003 - December 2007
Johnson & Johnson May 2001 - May 2003
Credit Suisse 1999 - 2001
DLJ 1999 - 2000
St. Vincent's Hospital September 1998 - 2000
Skills
IT Strategy, Vendor Management, Business Process..., Stakeholder Engagement, Stakeholder Management, Business Strategy, Strategic Planning, Program Management, Integration, Cross-functional Team..., ITIL, IT Outsourcing, IT Management, Management, Service Delivery, IT Service Management, Strategy, Project Management, Service Delivery..., Data Center, Disaster Recovery, Enterprise Architecture, System Deployment, Project Portfolio..., Infrastructure, Process Improvement
Education
Business Relationship Management Professional
Fordham University
Bachelor of Science (B.S.), Psychology, General Science
Bob Snibbe Bob Snibbe's DLJ Experience 1972 - 1974
Job Entrepreneur and Financier
Industry Investment Banking
Experience
STEM SALES, INC. April 2014 - Present
Aeolus, Inc. November 1997 - Present
Essential Enterprise Solutions January 2005 - March 2015
New Wave Surgical Corp January 2010 - March 2014
Wireless Replay, Inc. January 2009 - December 2013
ATLASBANC HOLDINGS CORP May 2010 - February 2013
MedCyl Services, Ltd January 1998 - December 2012
MODOR Techical Products/JIT Components October 1990 - October 2003
DLJ 1972 - 1974
Skills
Mergers, Funding, Real Estate, Turn Around Management, Private Equity, Venture Capital, Capital Raising, Private Placements, Corporate Development, Strategic Planning, Investment Banking, M&A experience, IPO, Corporate Finance, Due Diligence, Business Development, Valuation, Mergers & Acquisitions, Project Finance, Finance, Equities, Business Planning, Entrepreneurship, Start-ups, Executive Management, Restructuring, Investor Relations, Investments, Joint Ventures, Leveraged Finance, Banking, Securities, Fixed Income, Financial Structuring, Angel Investing, Capital, Emerging Markets
Education
Columbia University in the City of New York 1970 — 1972
MBA, Banking & Finance
Williams College 1962 — 1966
BA, Economics
STEM SALES, INC. April 2014 - Present
Aeolus, Inc. November 1997 - Present
Essential Enterprise Solutions January 2005 - March 2015
New Wave Surgical Corp January 2010 - March 2014
Wireless Replay, Inc. January 2009 - December 2013
ATLASBANC HOLDINGS CORP May 2010 - February 2013
MedCyl Services, Ltd January 1998 - December 2012
MODOR Techical Products/JIT Components October 1990 - October 2003
DLJ 1972 - 1974
Skills
Mergers, Funding, Real Estate, Turn Around Management, Private Equity, Venture Capital, Capital Raising, Private Placements, Corporate Development, Strategic Planning, Investment Banking, M&A experience, IPO, Corporate Finance, Due Diligence, Business Development, Valuation, Mergers & Acquisitions, Project Finance, Finance, Equities, Business Planning, Entrepreneurship, Start-ups, Executive Management, Restructuring, Investor Relations, Investments, Joint Ventures, Leveraged Finance, Banking, Securities, Fixed Income, Financial Structuring, Angel Investing, Capital, Emerging Markets
Education
Columbia University in the City of New York 1970 — 1972
MBA, Banking & Finance
Williams College 1962 — 1966
BA, Economics
Peter Kushnir Peter Kushnir's DLJ Experience 1998 - 2003
Job Equities Market Data Specialist at KBW
Industry Investment Banking
Experience
Keefe, Bruyette & Woods 2003 - Present
DLJ 1998 - 2003
Morgan Stanley IED 1997 - 1999
Morgan Stanley 1997 - 1998
Bankers Trust 1994 - 1997
Education
Rutgers University-New Brunswick 1990 — 1993
Bachelors, History
Devry Tech 1990 — 1991
Keefe, Bruyette & Woods 2003 - Present
DLJ 1998 - 2003
Morgan Stanley IED 1997 - 1999
Morgan Stanley 1997 - 1998
Bankers Trust 1994 - 1997
Education
Rutgers University-New Brunswick 1990 — 1993
Bachelors, History
Devry Tech 1990 — 1991
David Bonilla David Bonilla's DLJ Experience 1997 - 2001
Job Sales Professional
Industry Marketing and Advertising
Experience
New Horizons Orlando June 2013 - July 2015
Florida Barter May 2010 - May 2013
Ministerio Punto Central 2011 - 2012
Ministerio Punto Central 2011 - 2012
Unemployed March 2010 - May 2010
InfoSource October 2008 - October 2009
Telligenix February 2003 - March 2008
Wood, Struthers & Winthrop 1997 - 2001
DLJ 1997 - 2001
CSAM 1997 - 2001
Skills
Social Media, Advertising, Budgets, Marketing, Trading, Training, Negotiation, Public Relations, Coaching, Account Management, Recruiting, Social Media Marketing, Sales, Networking, Microsoft Excel, Sales Prospecting, Customer Service, Event Planning, Marketing Communications, New Business Development, Cold Calling, Project Management, Strategic Planning, Online Advertising, Options, Microsoft Office, Asset Management, Sales Management, Leadership, Entrepreneurship, Management, Fundraising, Online Marketing, Small Business
Education
University of Maryland - Robert H. Smith School of Business 1979 — 1983
Jose de Diego 1975 — 1978
HS, General
Asbury Theological Seminary
New Horizons Orlando June 2013 - July 2015
Florida Barter May 2010 - May 2013
Ministerio Punto Central 2011 - 2012
Ministerio Punto Central 2011 - 2012
Unemployed March 2010 - May 2010
InfoSource October 2008 - October 2009
Telligenix February 2003 - March 2008
Wood, Struthers & Winthrop 1997 - 2001
DLJ 1997 - 2001
CSAM 1997 - 2001
Skills
Social Media, Advertising, Budgets, Marketing, Trading, Training, Negotiation, Public Relations, Coaching, Account Management, Recruiting, Social Media Marketing, Sales, Networking, Microsoft Excel, Sales Prospecting, Customer Service, Event Planning, Marketing Communications, New Business Development, Cold Calling, Project Management, Strategic Planning, Online Advertising, Options, Microsoft Office, Asset Management, Sales Management, Leadership, Entrepreneurship, Management, Fundraising, Online Marketing, Small Business
Education
University of Maryland - Robert H. Smith School of Business 1979 — 1983
Jose de Diego 1975 — 1978
HS, General
Asbury Theological Seminary
Frank Stoffers's DLJ Experience March 2000 - May 2001
Job Business Analyst at AIG
Industry Insurance
Experience
AIG March 2015 - Present
NYK Group Americas July 2012 - February 2015
GT Nexus (formerly TradeCard) May 2011 - July 2012
NYK Line October 2010 - May 2011
NYK Line June 2006 - October 2010
KPMG 2006 - 2006
Libgo Travel 2004 - 2006
Stephen Gould Corporation 2001 - 2003
DLJ March 2000 - May 2001
Pershing October 1997 - March 2000
Skills
Business Analysis, Process Improvement, Project Planning, Project Management, Data Warehousing, Business Intelligence, ETL, Strategic Planning, Business Process..., Product Development, Web Development, Business Strategy, Requirements Gathering, Analytics, Software Documentation, Oracle, Integration, Software Project..., Testing, Agile Methodologies, Databases, Cognos, SDLC, Cross-functional Team..., Vendor Management, CRM, IT Strategy, Visio, Business Process, Data Modeling, Requirements Analysis, SAP, ERP, SQL, SharePoint, Software Development, Data Analysis, MS Project, Analysis
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
Master’s Degree, Political Science/International Relations
University of Delaware 1984 — 1988
BA, Political Science
AIG March 2015 - Present
NYK Group Americas July 2012 - February 2015
GT Nexus (formerly TradeCard) May 2011 - July 2012
NYK Line October 2010 - May 2011
NYK Line June 2006 - October 2010
KPMG 2006 - 2006
Libgo Travel 2004 - 2006
Stephen Gould Corporation 2001 - 2003
DLJ March 2000 - May 2001
Pershing October 1997 - March 2000
Skills
Business Analysis, Process Improvement, Project Planning, Project Management, Data Warehousing, Business Intelligence, ETL, Strategic Planning, Business Process..., Product Development, Web Development, Business Strategy, Requirements Gathering, Analytics, Software Documentation, Oracle, Integration, Software Project..., Testing, Agile Methodologies, Databases, Cognos, SDLC, Cross-functional Team..., Vendor Management, CRM, IT Strategy, Visio, Business Process, Data Modeling, Requirements Analysis, SAP, ERP, SQL, SharePoint, Software Development, Data Analysis, MS Project, Analysis
Education
Rutgers, The State University of New Jersey-Newark 1989 — 1992
Master’s Degree, Political Science/International Relations
University of Delaware 1984 — 1988
BA, Political Science
Sally (Sarah McConnell) Hansen Sally (Sarah McConnell) Hansen's DLJ Experience May 1990 - June 1994
Job Tree Hugger & Freelance Writer at Union County, NJ
Industry Writing and Editing
Experience
Union County, NJ August 1995 - Present
DLJ May 1990 - June 1994
Virgin Atlantic Airways September 1986 - April 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Creative Writing
Education
Sarah Lawrence College 1982 — 1986
Wheeling Park High School
Union County, NJ August 1995 - Present
DLJ May 1990 - June 1994
Virgin Atlantic Airways September 1986 - April 1990
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Creative Writing
Education
Sarah Lawrence College 1982 — 1986
Wheeling Park High School
Ryan Benedict Ryan Benedict's DLJ Experience June 2000 - August 2000
Job Managing Director at Audax Mezzanine
Industry Venture Capital & Private Equity
Experience
The Audax Group September 2007 - Present
Credit Suisse 2001 - 2007
DLJ June 2000 - August 2000
PARIBAS August 1997 - August 1999
Salomon Brothers July 1995 - June 1997
Education
University of Virginia Darden School of Business 1999 — 2001
MBA, Finance
Middlebury College 1991 — 1995
Economics
The Audax Group September 2007 - Present
Credit Suisse 2001 - 2007
DLJ June 2000 - August 2000
PARIBAS August 1997 - August 1999
Salomon Brothers July 1995 - June 1997
Education
University of Virginia Darden School of Business 1999 — 2001
MBA, Finance
Middlebury College 1991 — 1995
Economics
Robert Bartorillo Robert Bartorillo's DLJ Experience 1999 - 2000
Job Realtor at Prudential Poggi & Jones
Industry Real Estate
Experience
Prudential Poggi & Jones February 2008 - Present
Credit Suisse 2000 - 2006
DLJ 1999 - 2000
Education
Wilkes University 1995 — 1999
Bus. Admin/Finance
Harvard University 1998 — 1998
Economics
Prudential Poggi & Jones February 2008 - Present
Credit Suisse 2000 - 2006
DLJ 1999 - 2000
Education
Wilkes University 1995 — 1999
Bus. Admin/Finance
Harvard University 1998 — 1998
Economics
Robert Maina Robert Maina's DLJ Experience 1997 - 2000
Job Portfolio Manager w/ Cramer Rosenthal McGlynn
Industry Investment Management
Experience
Cramer Rosenthal McGlynn January 2005 - Present
Copper Beech Capital March 2003 - January 2005
CIBC World Markets 2000 - 2003
DLJ 1997 - 2000
Donaldson, Lufkin & Jenrette 1997 - 2000
Arthur Andersen 1993 - 1996
Skills
Hedge Funds, Portfolio Management, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Valuation, Fixed Income, Investment Management, Investments, Private Equity, Securities, Series 7, Alternative Investments
Education
Fairfield University 1989 — 1993
BS, Finance
Archbishop Molloy 1985 — 1989
Cramer Rosenthal McGlynn January 2005 - Present
Copper Beech Capital March 2003 - January 2005
CIBC World Markets 2000 - 2003
DLJ 1997 - 2000
Donaldson, Lufkin & Jenrette 1997 - 2000
Arthur Andersen 1993 - 1996
Skills
Hedge Funds, Portfolio Management, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Valuation, Fixed Income, Investment Management, Investments, Private Equity, Securities, Series 7, Alternative Investments
Education
Fairfield University 1989 — 1993
BS, Finance
Archbishop Molloy 1985 — 1989
Stephane Bouniol Stephane Bouniol's DLJ Experience October 1996 - December 2000
Job VP at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2001 - Present
DLJ October 1996 - December 2000
Stevens Institute of Technology 1996 - 1996
Skills
Team Leadership, Engineering, System Deployment, IT Strategy, Enterprise Architecture, Trading Systems, Unix, Information Security..., SOA, Linux, Disaster Recovery, Solaris, Project Management, Java, Investment Banking, Infrastructure, PMO, IT Management, ITIL, Web Services, SDLC, Enterprise Software, Information Security, Management, Business Continuity, Operating Systems, Risk Management, Data Warehousing, Security, Integration, Vendor Management
Education
Stevens Institute of Technology 1996 — 1997
M.S., Computer Science - Security
EPITA: Ingénierie Informatique 1993 — 1996
Engineer, Systems and Networks
Credit Suisse January 2001 - Present
DLJ October 1996 - December 2000
Stevens Institute of Technology 1996 - 1996
Skills
Team Leadership, Engineering, System Deployment, IT Strategy, Enterprise Architecture, Trading Systems, Unix, Information Security..., SOA, Linux, Disaster Recovery, Solaris, Project Management, Java, Investment Banking, Infrastructure, PMO, IT Management, ITIL, Web Services, SDLC, Enterprise Software, Information Security, Management, Business Continuity, Operating Systems, Risk Management, Data Warehousing, Security, Integration, Vendor Management
Education
Stevens Institute of Technology 1996 — 1997
M.S., Computer Science - Security
EPITA: Ingénierie Informatique 1993 — 1996
Engineer, Systems and Networks
Tony Kelly's DLJ Experience 1995 - 1998
Job TAKING A BREAK and ENJOYING LIFE
Industry Financial Services
Experience
At Home with the kids and traveling with the family April 2015 - Present
BlackRock December 2009 - April 2015
Barclays Global Investors October 2000 - December 2009
McMorgan & Company 1998 - 2000
DLJ 1995 - 1998
Skills
Equities, ETFs, Investment Strategies, Trading, Capital Markets, Investments, Derivatives, Asset Management, Fixed Income, Financial Services, Hedge Funds, Mutual Funds, Alternative Investments
Education
City University of New York-Baruch College 1992 — 1996
At Home with the kids and traveling with the family April 2015 - Present
BlackRock December 2009 - April 2015
Barclays Global Investors October 2000 - December 2009
McMorgan & Company 1998 - 2000
DLJ 1995 - 1998
Skills
Equities, ETFs, Investment Strategies, Trading, Capital Markets, Investments, Derivatives, Asset Management, Fixed Income, Financial Services, Hedge Funds, Mutual Funds, Alternative Investments
Education
City University of New York-Baruch College 1992 — 1996
Christine Hutchinson Christine Hutchinson's DLJ Experience 1996 - 1999
Job Principal at CM.Hutchinson Financial LCC
Industry Financial Services
Experience
CM.Hutchinson Financial LCC March 2015 - Present
Bay Area Foundations and Youth Organizations 2008 - Present
Credit Suisse 2000 - 2006
Geocast Network Systems 1999 - 2000
DLJ 1996 - 1999
Lehman Brothers 1994 - 1996
Skills
Strong computer and...
Education
London School of Economics and Political Science 1992 — 1993
General Course Diploma, Accounting and Finance
Santa Clara University 1990 — 1994
Bachelor's Degree, Finance
CM.Hutchinson Financial LCC March 2015 - Present
Bay Area Foundations and Youth Organizations 2008 - Present
Credit Suisse 2000 - 2006
Geocast Network Systems 1999 - 2000
DLJ 1996 - 1999
Lehman Brothers 1994 - 1996
Skills
Strong computer and...
Education
London School of Economics and Political Science 1992 — 1993
General Course Diploma, Accounting and Finance
Santa Clara University 1990 — 1994
Bachelor's Degree, Finance
Ajit Nadgir's DLJ Experience 1996 - 2000
Job VP DBA Manager at Societe Generale
Industry Financial Services
Experience
Societe Generale December 2008 - Present
Société Générale Corporate and Investment Banking 2008 - Present
Lehman Brothers July 2001 - December 2008
Barclays Capital 2008 - 2008
Credit Suisse First Boston 2000 - 2001
Compunnel Software Group 1994 - 2001
DLJ 1996 - 2000
Donaldson, Lufkin & Jenrette (DLJ) 1996 - 2000
Skills
Sybase, Data Warehousing, Unix, SDLC, Performance Tuning, Investment Banking, Trading Systems, SQL, Disaster Recovery, Market Data, Business Analysis, Databases, Cloud Computing, Oracle, High Availability, Microsoft SQL Server, ITIL, Storage, Solaris, Servers, Integration, Security, Linux, Data Center
Education
Colorado Technical University 2005 — 2006
MS, Information Technology Management
Bangalore University 1988 — 1992
Bachelor of Engineering, Electronics and Communications
SSPHS
Societe Generale December 2008 - Present
Société Générale Corporate and Investment Banking 2008 - Present
Lehman Brothers July 2001 - December 2008
Barclays Capital 2008 - 2008
Credit Suisse First Boston 2000 - 2001
Compunnel Software Group 1994 - 2001
DLJ 1996 - 2000
Donaldson, Lufkin & Jenrette (DLJ) 1996 - 2000
Skills
Sybase, Data Warehousing, Unix, SDLC, Performance Tuning, Investment Banking, Trading Systems, SQL, Disaster Recovery, Market Data, Business Analysis, Databases, Cloud Computing, Oracle, High Availability, Microsoft SQL Server, ITIL, Storage, Solaris, Servers, Integration, Security, Linux, Data Center
Education
Colorado Technical University 2005 — 2006
MS, Information Technology Management
Bangalore University 1988 — 1992
Bachelor of Engineering, Electronics and Communications
SSPHS
Catherine Cruz's DLJ Experience 2000 - 2002
Job BMO Capital Markets Institutional Equity Sales
Industry Financial Services
Experience
BMO Capital Markets November 2002 - Present
DLJ 2000 - 2002
Education
Bentley University 1996 — 2000
BMO Capital Markets November 2002 - Present
DLJ 2000 - 2002
Education
Bentley University 1996 — 2000
Tom Moore, CFA's DLJ Experience July 1986 - October 1988
Job CFO, Head of Management Services Division
Industry Government Administration
Experience
Baltimore Police Department September 2013 - July 2015
Independent Financial Services Industry Consultant July 2012 - September 2013
Southwest Securities March 2010 - June 2012
Morgan Stanley Investment Management July 1999 - February 2008
Morgan Stanley February 1994 - July 1999
Rodman & Renshaw January 1990 - February 1994
DLJ July 1986 - October 1988
Claremont Economics Institute January 1983 - September 1984
Skills
Fixed Income, Equities, Portfolio Management, Investments, Asset Allocation, Investment Strategies, Bonds, Trading, Securities, MBS, Credit, Business Development, Alternative Investments, Forecasting, Series 7, Endowment Investing &..., Due Diligence, Valuation, Analysis, ETFs, Series 24, Series 63, Private Placements, Funding, Investment Management, Bloomberg, Financial Modeling, Economics, Options, Structured Products, Mutual Funds, Hedge Funds, Financial Services, Institutional..., Investment Banking, Derivatives, FINRA, Equity Trading, Financial Markets, Emerging Markets, Capital Markets, Investment Advisory, Hedging, Asset Management, Equity Research, Private Equity, Structured Finance, Wealth Management, Separately Managed..., Electronic Trading
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance & Marketing
Pitzer College 1978 — 1982
BA, Economics
JMHS
Baltimore Police Department September 2013 - July 2015
Independent Financial Services Industry Consultant July 2012 - September 2013
Southwest Securities March 2010 - June 2012
Morgan Stanley Investment Management July 1999 - February 2008
Morgan Stanley February 1994 - July 1999
Rodman & Renshaw January 1990 - February 1994
DLJ July 1986 - October 1988
Claremont Economics Institute January 1983 - September 1984
Skills
Fixed Income, Equities, Portfolio Management, Investments, Asset Allocation, Investment Strategies, Bonds, Trading, Securities, MBS, Credit, Business Development, Alternative Investments, Forecasting, Series 7, Endowment Investing &..., Due Diligence, Valuation, Analysis, ETFs, Series 24, Series 63, Private Placements, Funding, Investment Management, Bloomberg, Financial Modeling, Economics, Options, Structured Products, Mutual Funds, Hedge Funds, Financial Services, Institutional..., Investment Banking, Derivatives, FINRA, Equity Trading, Financial Markets, Emerging Markets, Capital Markets, Investment Advisory, Hedging, Asset Management, Equity Research, Private Equity, Structured Finance, Wealth Management, Separately Managed..., Electronic Trading
Education
Northwestern University - Kellogg School of Management 1984 — 1986
MBA, Finance & Marketing
Pitzer College 1978 — 1982
BA, Economics
JMHS
Christopher Marzullo's DLJ Experience 1994 - 1996
Job Director
Industry Financial Services
Experience
Lord Abbett April 2002 - Present
Nomura Securities Int'l 1996 - 2002
DLJ 1994 - 1996
Skills
Hedge Funds, Fixed Income, Series 7, Financial Markets, Alternative Investments, Portfolio Management, Financial Services, Mutual Funds, Equities, Derivatives, Capital Markets, Investment Banking, Securities, Options, Asset Allocation, Investments, Bonds, Middle Office, Process Improvement, Valuation, Trading Systems, Bloomberg, Asset Managment, Vendor Management, Electronic Trading, Trading, FX Options, Investment Management, Asset Management, Credit Derivatives
Education
City University of New York-Baruch College 1989 — 1994
BBA, Finance
Lord Abbett April 2002 - Present
Nomura Securities Int'l 1996 - 2002
DLJ 1994 - 1996
Skills
Hedge Funds, Fixed Income, Series 7, Financial Markets, Alternative Investments, Portfolio Management, Financial Services, Mutual Funds, Equities, Derivatives, Capital Markets, Investment Banking, Securities, Options, Asset Allocation, Investments, Bonds, Middle Office, Process Improvement, Valuation, Trading Systems, Bloomberg, Asset Managment, Vendor Management, Electronic Trading, Trading, FX Options, Investment Management, Asset Management, Credit Derivatives
Education
City University of New York-Baruch College 1989 — 1994
BBA, Finance
Doug Hornyak's DLJ Experience October 1999 - October 2000
Job Executive Director, Global Head of Workspace Development at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley August 2008 - Present
Ore Hill Partners May 2008 - August 2008
Spring Lake Consulting, LLC October 1999 - August 2008
TriaXs April 2005 - May 2008
TPG Axon Capital 2006 - 2007
Morgan Stanley December 2002 - April 2005
UBS January 2002 - December 2002
CSFB October 2000 - November 2001
DLJ October 1999 - October 2000
Skills
Active Directory, Microsoft SQL Server, SharePoint, XML, Enterprise Architecture, Web Services, C#, WCF, MSMQ, .NET, LINQ, SDLC, Scrum, IIS, Project Management, Enterprise Security, Enterprise Integration, Message Oriented..., Data as a Service, Private Clouds, Cloud Computing, Virtualization, Sybase, System Deployment, Integration, Microsoft Exchange, Security, Servers, Unix, Operating Systems, Windows, ASP.NET, Disaster Recovery, IT Strategy
Education
Berklee College of Music 1987 — 1991
Morgan Stanley August 2008 - Present
Ore Hill Partners May 2008 - August 2008
Spring Lake Consulting, LLC October 1999 - August 2008
TriaXs April 2005 - May 2008
TPG Axon Capital 2006 - 2007
Morgan Stanley December 2002 - April 2005
UBS January 2002 - December 2002
CSFB October 2000 - November 2001
DLJ October 1999 - October 2000
Skills
Active Directory, Microsoft SQL Server, SharePoint, XML, Enterprise Architecture, Web Services, C#, WCF, MSMQ, .NET, LINQ, SDLC, Scrum, IIS, Project Management, Enterprise Security, Enterprise Integration, Message Oriented..., Data as a Service, Private Clouds, Cloud Computing, Virtualization, Sybase, System Deployment, Integration, Microsoft Exchange, Security, Servers, Unix, Operating Systems, Windows, ASP.NET, Disaster Recovery, IT Strategy
Education
Berklee College of Music 1987 — 1991
Keith Casuccio's DLJ Experience December 1997 - April 2001
Job Managing Director at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs July 2015 - Present
Morgan Stanley September 2006 - May 2015
Citigroup 2004 - 2006
Lava Trading 2001 - 2006
DLJ December 1997 - April 2001
Skills
Series 7, Series 63, Series 24, Series 3, Series 55, Electronic Trading, New Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BA, Economics
Matawan
Goldman Sachs July 2015 - Present
Morgan Stanley September 2006 - May 2015
Citigroup 2004 - 2006
Lava Trading 2001 - 2006
DLJ December 1997 - April 2001
Skills
Series 7, Series 63, Series 24, Series 3, Series 55, Electronic Trading, New Business Development
Education
Rutgers, The State University of New Jersey-New Brunswick 1992 — 1996
BA, Economics
Matawan
Jim Psaroudis, CIA CRMA's DLJ Experience 1992 - 1996
Job Risk Management Director at ING Financial Services
Industry Financial Services
Experience
ING Financial Services LLC January 2006 - Present
Bank of Montreal/ Harrisdirect November 2002 - January 2006
Datek Online/ Ameritrade 1998 - 2002
Daiwa Securities 1996 - 1998
DLJ 1992 - 1996
Skills
Internal Audit, Operational Risk..., Enterprise Risk..., Financial Risk, Capital Markets, Financial Reporting, Corporate Governance, Fixed Income, Banking, Sarbanes-Oxley Act, Operational Risk, Financial Analysis, IT Audit, Derivatives, Equities, Finance, Financial Services, Securities, Corporate Finance, AML, Due Diligence, Management, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 1976 — 1982
B.B.A., Accounting
Peter Stuyvesant High School 1969 — 1972
Academic Degree
ING Financial Services LLC January 2006 - Present
Bank of Montreal/ Harrisdirect November 2002 - January 2006
Datek Online/ Ameritrade 1998 - 2002
Daiwa Securities 1996 - 1998
DLJ 1992 - 1996
Skills
Internal Audit, Operational Risk..., Enterprise Risk..., Financial Risk, Capital Markets, Financial Reporting, Corporate Governance, Fixed Income, Banking, Sarbanes-Oxley Act, Operational Risk, Financial Analysis, IT Audit, Derivatives, Equities, Finance, Financial Services, Securities, Corporate Finance, AML, Due Diligence, Management, Asset Management
Education
City University of New York-Baruch College - Zicklin School of Business 1976 — 1982
B.B.A., Accounting
Peter Stuyvesant High School 1969 — 1972
Academic Degree
Gates Hawn's DLJ Experience 1981 - 2002
Job Independent Public Director at Envestnet, Inc
Industry Financial Services
Experience
Envestnet, Inc 2002 - Present
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJdirect and CSFBdirect 1995 - 2002
DLJdirect 1992 - 2002
Pershing LLC 1981 - 2002
DLJ 1981 - 2002
Pershing LLC, An affiliate of The Bank of New York Mellon 1981 - 2002
Pershing Division of Donaldson Lufkin & Jenrette 1981 - 2002
Pershing (Division of Bank of New York Mellon Corporation) 1981 - 2001
Skills
Equities, Series 7, Series 63, Securities, Series 24, Financial Services, Fixed Income, Alternative Investments, Mutual Funds, Electronic Trading, Capital Markets, Hedge Funds, Asset Management, Investments, Wealth Management, Executive Management, FINRA, Trading
Education
Williams College 1966 — 1970
Deerfield Academy 1964 — 1966
Institut Le Rosey 1962 — 1964
Envestnet, Inc 2002 - Present
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJdirect and CSFBdirect 1995 - 2002
DLJdirect 1992 - 2002
Pershing LLC 1981 - 2002
DLJ 1981 - 2002
Pershing LLC, An affiliate of The Bank of New York Mellon 1981 - 2002
Pershing Division of Donaldson Lufkin & Jenrette 1981 - 2002
Pershing (Division of Bank of New York Mellon Corporation) 1981 - 2001
Skills
Equities, Series 7, Series 63, Securities, Series 24, Financial Services, Fixed Income, Alternative Investments, Mutual Funds, Electronic Trading, Capital Markets, Hedge Funds, Asset Management, Investments, Wealth Management, Executive Management, FINRA, Trading
Education
Williams College 1966 — 1970
Deerfield Academy 1964 — 1966
Institut Le Rosey 1962 — 1964
Sue Hsu's DLJ Experience 1991 - 1996
Job Application Specialist at Captial Group Companies
Industry Financial Services
Experience
Capital Group Companies September 1997 - Present
Option One Mortgage October 1996 - September 1997
DLJ 1991 - 1996
Skills
SDLC, Visio, Requirements Gathering, Sybase, Requirements Analysis, Systems Analysis, Business Requirements, Enterprise Architecture, Data Warehousing, SQL, Business Analysis, Disaster Recovery, Software Project..., Agile Methodologies, Data Modeling
Education
University of Arizona 1984 — 1986
MBA, Management Information Systems
National Taiwan University
Capital Group Companies September 1997 - Present
Option One Mortgage October 1996 - September 1997
DLJ 1991 - 1996
Skills
SDLC, Visio, Requirements Gathering, Sybase, Requirements Analysis, Systems Analysis, Business Requirements, Enterprise Architecture, Data Warehousing, SQL, Business Analysis, Disaster Recovery, Software Project..., Agile Methodologies, Data Modeling
Education
University of Arizona 1984 — 1986
MBA, Management Information Systems
National Taiwan University
Kevin Meszaros's DLJ Experience 1998 - 2000
Job VP US Structured Portfolio Solutions
Industry Insurance
Experience
Aon Risk Services March 2011 - Present
Aon Risk Solutions March 2008 - February 2011
Aon March 2007 - March 2008
Aon Risk Services September 2001 - March 2007
DLJ 1998 - 2000
NatWest Markets 1997 - 1997
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
State University of New York College at Buffalo 1988 — 1992
Aon Risk Services March 2011 - Present
Aon Risk Solutions March 2008 - February 2011
Aon March 2007 - March 2008
Aon Risk Services September 2001 - March 2007
DLJ 1998 - 2000
NatWest Markets 1997 - 1997
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA
State University of New York College at Buffalo 1988 — 1992
Sam Weiser's DLJ Experience 2000 - 2001
Job Consultant and Financial Executive
Industry Financial Services
Experience
Foxdale Management LLC June 2014 - Present
Premier Exhibitions, Inc. December 2011 - June 2014
Sellers Capital July 2007 - June 2010
Citigroup 2005 - 2007
DLJ 2000 - 2001
Ernst & Young 1993 - 1998
Arthur Andersen 1992 - 1993
Skills
Alternative Investments, Venture Capital, Equities, Hedge Funds, Private Equity, Mergers, Asset Managment, Asset Management, Bloomberg, Asset Allocation, Bonds, Capital Markets, Cash Management, Commodity, Corporate Development, Corporate Finance, Corporate Governance, Derivatives, Due Diligence, Emerging Markets, Entrepreneurship, Equity Research, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Funding, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Investor Relations, M, Mergers, Mutual Funds, Options, Portfolio Management, Private Placements, Restructuring, Risk Management, Securities, Series 7, Start-ups, Strategy, Structured Finance, Trading
Education
The George Washington University - School of Business 1982 — 1984
MA, Accounting
Colby College 1978 — 1981
BA, Economics
Foxdale Management LLC June 2014 - Present
Premier Exhibitions, Inc. December 2011 - June 2014
Sellers Capital July 2007 - June 2010
Citigroup 2005 - 2007
DLJ 2000 - 2001
Ernst & Young 1993 - 1998
Arthur Andersen 1992 - 1993
Skills
Alternative Investments, Venture Capital, Equities, Hedge Funds, Private Equity, Mergers, Asset Managment, Asset Management, Bloomberg, Asset Allocation, Bonds, Capital Markets, Cash Management, Commodity, Corporate Development, Corporate Finance, Corporate Governance, Derivatives, Due Diligence, Emerging Markets, Entrepreneurship, Equity Research, Finance, Financial Analysis, Financial Markets, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Funding, Investment Advisory, Investment Banking, Investment Management, Investment Strategies, Investments, Investor Relations, M, Mergers, Mutual Funds, Options, Portfolio Management, Private Placements, Restructuring, Risk Management, Securities, Series 7, Start-ups, Strategy, Structured Finance, Trading
Education
The George Washington University - School of Business 1982 — 1984
MA, Accounting
Colby College 1978 — 1981
BA, Economics
Vail Vasisht's DLJ Experience 1998 - 2000
Job Founder of mimivail
Industry Apparel & Fashion
Experience
mimivail November 2011 - Present
UBS Investment Bank January 2001 - October 2011
DLJ 1998 - 2000
Education
Duke University 1995 — 1998
Darien High School
mimivail November 2011 - Present
UBS Investment Bank January 2001 - October 2011
DLJ 1998 - 2000
Education
Duke University 1995 — 1998
Darien High School
Brad Galinson's DLJ Experience 1998 - 1998
Job Principal at Beta Nu Properties LLC
Industry Real Estate
Experience
Mount Auburn Capital 2011 - Present
HSN 2001 - 2003
Home Shopping Network 2000 - 2002
HSN.com (division of Home Shopping Network / IAC) 2000 - 2002
USA Networks 1999 - 2001
DLJ 1998 - 1998
Skills
Investment Properties, Marketing Strategy, Due Diligence, Negotiation, Strategy, Leases, Contract Negotiation, Retail, Strategic Planning, Real Estate, Mergers & Acquisitions, Real Estate Economics, Mergers, Capital Raising, Investments
Education
Harvard Business School 1997 — 1999
MBA, Business
Brown University 1987 — 1991
Mount Auburn Capital 2011 - Present
HSN 2001 - 2003
Home Shopping Network 2000 - 2002
HSN.com (division of Home Shopping Network / IAC) 2000 - 2002
USA Networks 1999 - 2001
DLJ 1998 - 1998
Skills
Investment Properties, Marketing Strategy, Due Diligence, Negotiation, Strategy, Leases, Contract Negotiation, Retail, Strategic Planning, Real Estate, Mergers & Acquisitions, Real Estate Economics, Mergers, Capital Raising, Investments
Education
Harvard Business School 1997 — 1999
MBA, Business
Brown University 1987 — 1991
Dominick Marrella's DLJ Experience 1988 - 2000
Job VP at Credit Suisse
Industry Banking
Experience
Credit Suisse Records ManagerCredit Suisse First Boston1988 - Present
DLJ 1988 - 2000
Education
St. Francis College
Credit Suisse Records ManagerCredit Suisse First Boston1988 - Present
DLJ 1988 - 2000
Education
St. Francis College
Charles Blitzer's DLJ Experience 1996 - 1999
Job Principal at BlitzerConsulting
Industry International Affairs
Experience
BlitzerConsulting June 2010 - Present
IFC - International Finance Corporation June 2010 - Present
Stanford University 1966 - 2013
International Monetary Fund December 2001 - May 2010
BroadcastLinks 1999 - 2001
DLJ 1996 - 1999
World Bank 1992 - 1996
Skills
Emerging Markets, International Economics, Macroeconomics, Debt Restructuring, Capital Markets, Financial Markets, International Finance, Latin America, Econometrics, Africa, International..., Economics, Policy Analysis, Development Economics, Quantitative Analytics, Economic Development, Investment Banking, Corporate Finance, Economic Research, Financial Modeling, Investments, Private Equity, Public Policy, Fixed Income
Education
Stanford University
Doctor of Philosophy (Ph.D.), Economics
BlitzerConsulting June 2010 - Present
IFC - International Finance Corporation June 2010 - Present
Stanford University 1966 - 2013
International Monetary Fund December 2001 - May 2010
BroadcastLinks 1999 - 2001
DLJ 1996 - 1999
World Bank 1992 - 1996
Skills
Emerging Markets, International Economics, Macroeconomics, Debt Restructuring, Capital Markets, Financial Markets, International Finance, Latin America, Econometrics, Africa, International..., Economics, Policy Analysis, Development Economics, Quantitative Analytics, Economic Development, Investment Banking, Corporate Finance, Economic Research, Financial Modeling, Investments, Private Equity, Public Policy, Fixed Income
Education
Stanford University
Doctor of Philosophy (Ph.D.), Economics
Alex Kayzman's DLJ Experience 2000 - 2000
Job at
Industry Financial Services
Experience
RBC Capital Markets January 2015 - Present
Bank of America Merrill Lynch April 2013 - January 2015
Credit Suisse September 2008 - April 2013
Banc of America Securities, LLC July 2004 - June 2008
Bank Of America 2004 - June 2008
BNY ConvergEx August 2002 - July 2004
ICOS, Inc. April 1999 - June 2004
Stevens Institute of Technology January 2002 - August 2002
Salomon Smith Barney October 2000 - August 2001
DLJ 2000 - 2000
Skills
Architecture, Architectures, Electronic Trading, Business Analysis, Business Continuity, CRM, Capital Markets, Derivatives, Disaster Recovery, Enterprise Software, Equities, Equity Derivatives, Program Management, SDLC, SQL, Software Project..., Trading Systems, Sybase, Unix, Unix Shell Scripting
Education
Voronezh State Technical University 1985 — 1992
Master of Engineering (MEng), Electrical and Electronics Engineering
RBC Capital Markets January 2015 - Present
Bank of America Merrill Lynch April 2013 - January 2015
Credit Suisse September 2008 - April 2013
Banc of America Securities, LLC July 2004 - June 2008
Bank Of America 2004 - June 2008
BNY ConvergEx August 2002 - July 2004
ICOS, Inc. April 1999 - June 2004
Stevens Institute of Technology January 2002 - August 2002
Salomon Smith Barney October 2000 - August 2001
DLJ 2000 - 2000
Skills
Architecture, Architectures, Electronic Trading, Business Analysis, Business Continuity, CRM, Capital Markets, Derivatives, Disaster Recovery, Enterprise Software, Equities, Equity Derivatives, Program Management, SDLC, SQL, Software Project..., Trading Systems, Sybase, Unix, Unix Shell Scripting
Education
Voronezh State Technical University 1985 — 1992
Master of Engineering (MEng), Electrical and Electronics Engineering
Igor DaCosta's DLJ Experience July 1997 - 2001
Job Managing Director at Portfolio Advisors
Industry Investment Management
Experience
Portfolio Advisors December 2013 - Present
Credit Suisse August 2001 - December 2013
DLJ July 1997 - 2001
Bankers Trust 1993 - 1995
Skills
Investments, Business Development, Investment Banking, High Yield, Business Strategy, Capital Markets, Corporate Finance, Hedge Funds, Mutual Funds, Private Equity, Valuation
Education
Harvard Business School 1996 — 1998
Georgetown University 1989 — 1993
BSBA
Georgetown University - The McDonough School of Business 1989 — 1993
BSBA
St. Julian's 1974 — 1988
Portfolio Advisors December 2013 - Present
Credit Suisse August 2001 - December 2013
DLJ July 1997 - 2001
Bankers Trust 1993 - 1995
Skills
Investments, Business Development, Investment Banking, High Yield, Business Strategy, Capital Markets, Corporate Finance, Hedge Funds, Mutual Funds, Private Equity, Valuation
Education
Harvard Business School 1996 — 1998
Georgetown University 1989 — 1993
BSBA
Georgetown University - The McDonough School of Business 1989 — 1993
BSBA
St. Julian's 1974 — 1988
Raymond Lafontant's DLJ Experience 1994 - 1996
Job Senior Trader Agency CMBS
Industry Investment Banking
Experience
Mizuho Securities USA Inc. March 2012 - November 2014
J.P. Morgan Securities Inc. May 2001 - October 2011
Société Générale 1998 - 1999
Smith Barney 1997 - 1997
Nomura Securities 1996 - 1997
DLJ 1994 - 1996
Skills
Fixed Income, Capital Markets, Structured Products, Derivatives, Securitization, Structured Finance, Equities, Credit Derivatives, Hedge Funds, Investment Banking, Bloomberg, Bonds
Education
Howard University 1987 — 1991
Bachelor's Degree, Actuarial Science
Mizuho Securities USA Inc. March 2012 - November 2014
J.P. Morgan Securities Inc. May 2001 - October 2011
Société Générale 1998 - 1999
Smith Barney 1997 - 1997
Nomura Securities 1996 - 1997
DLJ 1994 - 1996
Skills
Fixed Income, Capital Markets, Structured Products, Derivatives, Securitization, Structured Finance, Equities, Credit Derivatives, Hedge Funds, Investment Banking, Bloomberg, Bonds
Education
Howard University 1987 — 1991
Bachelor's Degree, Actuarial Science
Lou Body's DLJ Experience July 1997 - September 2000
Job Investment Advisor Representative at Capital Financial Strategies
Industry Financial Services
Experience
Capital Financial Strategies March 2015 - Present
Crimson Financial Strategies, LLC, an office of MetLife February 2012 - February 2015
Principal Financial Group October 2006 - February 2012
Credit Suisse October 2000 - July 2006
DLJ July 1997 - September 2000
Skills
Investment Strategies, Retirement Planning, Life and Disability..., Long Term Care, Estate Protection
Education
Harvard University 1990 — 1994
Bachelor of Arts, Psychology
Capital Financial Strategies March 2015 - Present
Crimson Financial Strategies, LLC, an office of MetLife February 2012 - February 2015
Principal Financial Group October 2006 - February 2012
Credit Suisse October 2000 - July 2006
DLJ July 1997 - September 2000
Skills
Investment Strategies, Retirement Planning, Life and Disability..., Long Term Care, Estate Protection
Education
Harvard University 1990 — 1994
Bachelor of Arts, Psychology
Ted Bronstein, CFA's DLJ Experience 1992 - 1997
Job VP Senior Credit Analyst at Sterling National Bank
Industry Investment Management
Experience
Sterling National Bank July 2012 - Present
AIG Asset Management Group 2006 - July 2012
First Investors Management Company June 2002 - January 2006
Bear Stearns October 2000 - February 2002
Eastbridge Partners LP 1999 - 2000
DLJ 1992 - 1997
Skills
Trading, Relative Value, Asset Management, Fixed Income, Investments, Bonds, Series 7, Credit, Debt, High Yield, Credit Analysis, Bloomberg, Due Diligence, Industry Analysis, Portfolio Management, Insurance, Asset Managment, Hedge Funds, Capital Markets
Education
Georgetown University - The McDonough School of Business 1997 — 1999
MBA, Finance
Columbia University in the City of New York 1988 — 1992
BA, Economics
Sterling National Bank July 2012 - Present
AIG Asset Management Group 2006 - July 2012
First Investors Management Company June 2002 - January 2006
Bear Stearns October 2000 - February 2002
Eastbridge Partners LP 1999 - 2000
DLJ 1992 - 1997
Skills
Trading, Relative Value, Asset Management, Fixed Income, Investments, Bonds, Series 7, Credit, Debt, High Yield, Credit Analysis, Bloomberg, Due Diligence, Industry Analysis, Portfolio Management, Insurance, Asset Managment, Hedge Funds, Capital Markets
Education
Georgetown University - The McDonough School of Business 1997 — 1999
MBA, Finance
Columbia University in the City of New York 1988 — 1992
BA, Economics
Marvin Gersho's DLJ Experience June 1995 - June 1998
Job Director at Bank of America
Industry Financial Services
Experience
Bank of America June 2011 - Present
Barclays Capital March 2007 - June 2011
Morgan Stanley 2003 - 2007
Principia Partners 1999 - 2003
Republic National Bank June 1998 - June 1999
DLJ June 1995 - June 1998
Goldman Sachs March 1993 - June 1995
Merrill Lynch June 1992 - March 1993
Bellcore December 1985 - June 1992
Skills
Fixed Income, Derivatives, Interest Rate..., Swaps, CDS, Electronic Trading, MBS, ABS, Financial Risk, Prime Brokerage, CDO, Software Development, Solaris, Low Latency, SDLC, Equity Derivatives, Sybase, Analytics, Trading Systems, Market Risk, Capital Markets, Market Data, Credit Derivatives
Education
Rutgers University 1985 — 1986
Bachelor of Science (B.S.), Computer Science
University of California, Berkeley 1982 — 1985
Bachelor of Science (B.S.), EECS
Bank of America June 2011 - Present
Barclays Capital March 2007 - June 2011
Morgan Stanley 2003 - 2007
Principia Partners 1999 - 2003
Republic National Bank June 1998 - June 1999
DLJ June 1995 - June 1998
Goldman Sachs March 1993 - June 1995
Merrill Lynch June 1992 - March 1993
Bellcore December 1985 - June 1992
Skills
Fixed Income, Derivatives, Interest Rate..., Swaps, CDS, Electronic Trading, MBS, ABS, Financial Risk, Prime Brokerage, CDO, Software Development, Solaris, Low Latency, SDLC, Equity Derivatives, Sybase, Analytics, Trading Systems, Market Risk, Capital Markets, Market Data, Credit Derivatives
Education
Rutgers University 1985 — 1986
Bachelor of Science (B.S.), Computer Science
University of California, Berkeley 1982 — 1985
Bachelor of Science (B.S.), EECS
Jere Lucey's DLJ Experience 1998 - 2000
Job Managing Director at Jones Lang LaSalle
Industry Financial Services
Experience
Jones Lang LaSalle Managing DirectorJones Lang LaSalle Hotels2006 - 2008
GMAC Commercial Mortgage 2000 - 2006
DLJ 1998 - 2000
Skills
Real Estate Economics, Real Estate Development, Asset Managment, Disposition
Education
Georgetown University
Georgetown University
Georgetown University
Hamden High School
Harvard Business School
Jones Lang LaSalle Managing DirectorJones Lang LaSalle Hotels2006 - 2008
GMAC Commercial Mortgage 2000 - 2006
DLJ 1998 - 2000
Skills
Real Estate Economics, Real Estate Development, Asset Managment, Disposition
Education
Georgetown University
Georgetown University
Georgetown University
Hamden High School
Harvard Business School
Cary Battaglia's DLJ Experience 1997 - 2001
Job Vice President of Sales at DCC
Industry Printing
Experience
DCC October 2013 - Present
DCC NJ January 2002 - Present
Digital Color Concepts 2002 - Present
DLJ 1997 - 2001
Frankfurt Balkind & Partners 1995 - 1997
DL Terwilliger Sterling Roman 1994 - 1995
Lebanon Valley Offset 1993 - 1994
Education
Rochester Institute of Technology 1989 — 2003
DCC October 2013 - Present
DCC NJ January 2002 - Present
Digital Color Concepts 2002 - Present
DLJ 1997 - 2001
Frankfurt Balkind & Partners 1995 - 1997
DL Terwilliger Sterling Roman 1994 - 1995
Lebanon Valley Offset 1993 - 1994
Education
Rochester Institute of Technology 1989 — 2003
Michael Castiglia's DLJ Experience 1984 - 2001
Job VP MBS Securities Middle Office at Credit Suisse
Industry Banking
Experience
Credit Suisse October 2000 - Present
Credit Suisse September 1984 - Present
Credit Suisse Securities (USA), LLC 1984 - Present
DLJ CSFB 1984 - Present
Credit Suisse First Boston 1984 - Present
DLJ 1984 - 2001
Donaldson, Lufkin & Jenrette 1984 - 2000
Skills
Middle Office, MBS, Investment Banking, Hedge Funds, Capital Markets, Securities, Equities, Fixed Income, Derivatives, Portfolio Management, Bloomberg, Structured Products
Education
Pace University 1978 — 1981
Credit Suisse October 2000 - Present
Credit Suisse September 1984 - Present
Credit Suisse Securities (USA), LLC 1984 - Present
DLJ CSFB 1984 - Present
Credit Suisse First Boston 1984 - Present
DLJ 1984 - 2001
Donaldson, Lufkin & Jenrette 1984 - 2000
Skills
Middle Office, MBS, Investment Banking, Hedge Funds, Capital Markets, Securities, Equities, Fixed Income, Derivatives, Portfolio Management, Bloomberg, Structured Products
Education
Pace University 1978 — 1981
Terence Dunn's DLJ Experience January 1999 - September 1999
Job Director, Trade Support at Prudential
Industry Investment Management
Experience
Prudential Financial 1999 - Present
DLJ January 1999 - September 1999
Management Recruiters 1994 - 1994
Education
Rutgers University-New Brunswick 1994 — 1998
BS, Finance
Lenape Valley Regional HS 1991 — 1994
Prudential Financial 1999 - Present
DLJ January 1999 - September 1999
Management Recruiters 1994 - 1994
Education
Rutgers University-New Brunswick 1994 — 1998
BS, Finance
Lenape Valley Regional HS 1991 — 1994
Rich Rabinovich's DLJ Experience 1998 - 2000
Job Managing Director at Citi
Industry Financial Services
Experience
Citi September 2014 - Present
Citibank April 2008 - September 2014
Credit Suisse 2000 - 2008
DLJ 1998 - 2000
Goldman Sachs 1991 - 1993
Salomon Brothers 1987 - 1988
Auxco 1985 - 1987
Education
Brooklyn Law School 1992 — 1996
JD
Yeshiva University 1982 — 1985
Bachelor's degree, Physics
Citi September 2014 - Present
Citibank April 2008 - September 2014
Credit Suisse 2000 - 2008
DLJ 1998 - 2000
Goldman Sachs 1991 - 1993
Salomon Brothers 1987 - 1988
Auxco 1985 - 1987
Education
Brooklyn Law School 1992 — 1996
JD
Yeshiva University 1982 — 1985
Bachelor's degree, Physics
Biswajit Sarkar's DLJ Experience July 1993 - October 1996
Job Credit Risk Technology at Bank of America
Industry Financial Services
Experience
Bank of America March 2012 - Present
Morgan Stanley October 2006 - March 2012
Deutsche Bank August 2003 - September 2006
Independent Consultant to Goldman Sachs and others August 2001 - June 2003
Credit Suisse First Boston July 1998 - August 2001
SIAC November 1996 - June 1998
DLJ July 1993 - October 1996
TIAA-CREF December 1992 - June 1993
Skills
Enterprise Architecture, Integration, Agile Methodologies, Trading Systems, Investment Banking, Equities, Business Analysis, Change Management, SDLC, Capital Markets, Derivatives, Risk Management
Education
Birla Institute of Technology 1980 — 1984
B Tech, Electrical Engg
Bank of America March 2012 - Present
Morgan Stanley October 2006 - March 2012
Deutsche Bank August 2003 - September 2006
Independent Consultant to Goldman Sachs and others August 2001 - June 2003
Credit Suisse First Boston July 1998 - August 2001
SIAC November 1996 - June 1998
DLJ July 1993 - October 1996
TIAA-CREF December 1992 - June 1993
Skills
Enterprise Architecture, Integration, Agile Methodologies, Trading Systems, Investment Banking, Equities, Business Analysis, Change Management, SDLC, Capital Markets, Derivatives, Risk Management
Education
Birla Institute of Technology 1980 — 1984
B Tech, Electrical Engg
Hari Kishore Rachumallu's DLJ Experience May 1999 - November 2000
Job VP at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase June 2011 - Present
Liquidnet July 2009 - June 2011
Bear Stearns November 2000 - July 2009
JPMorgan Chase 2008 - 2009
DLJ May 1999 - November 2000
D. E. Shaw & Co. November 1998 - April 2000
Skills
Fidessa, Market Data, Equity Trading, Electronic Trading, Trading Systems
Education
Indian Institute of Technology, Kharagpur 1987 — 1989
M.Tech
Engineering 1981 — 1985
B.Tech, Mechanical
JPMorgan Chase June 2011 - Present
Liquidnet July 2009 - June 2011
Bear Stearns November 2000 - July 2009
JPMorgan Chase 2008 - 2009
DLJ May 1999 - November 2000
D. E. Shaw & Co. November 1998 - April 2000
Skills
Fidessa, Market Data, Equity Trading, Electronic Trading, Trading Systems
Education
Indian Institute of Technology, Kharagpur 1987 — 1989
M.Tech
Engineering 1981 — 1985
B.Tech, Mechanical
Shawn Mahoney's DLJ Experience 1996 - 2000
Job Managing Director at Jefferies & Company
Industry Investment Banking
Experience
Jefferies & Company September 2006 - Present
JPMorgan Chase 2002 - 2006
Lehman Brothers 2000 - 2002
DLJ 1996 - 2000
Merrill Lynch 1989 - 1996
Shearson Lehman Hutton 1984 - 1989
Skills
Treasury Management, Cash Management, Cash Flow Forecasting, Bank Relationship..., Funding, Liquidity Management, Asset and Liability..., Investments, Network Management, Short and Long Term..., Acquisition Integration, Treasury Systems, Syndications, Policy/Procedure..., Banking, Capital Markets, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, FX Options, Treasury, Securities, Equities
Education
Providence College
BS, Accounting
Jefferies & Company September 2006 - Present
JPMorgan Chase 2002 - 2006
Lehman Brothers 2000 - 2002
DLJ 1996 - 2000
Merrill Lynch 1989 - 1996
Shearson Lehman Hutton 1984 - 1989
Skills
Treasury Management, Cash Management, Cash Flow Forecasting, Bank Relationship..., Funding, Liquidity Management, Asset and Liability..., Investments, Network Management, Short and Long Term..., Acquisition Integration, Treasury Systems, Syndications, Policy/Procedure..., Banking, Capital Markets, Investment Banking, Derivatives, Trading, Fixed Income, Hedge Funds, FX Options, Treasury, Securities, Equities
Education
Providence College
BS, Accounting
Tim Schumacher's DLJ Experience April 1993 - September 1997
Job CFO at Loving Care Ministries Inc.
Industry Financial Services
Experience
Jumping Brook Country Club 2015 - 2015
Jumping Brook Country Club 2015 - 2015
JP Morgan Chase May 2009 - November 2011
Schonfeld Group March 2004 - August 2006
Access Securities August 2003 - 2005
SAC Capital 1999 - 2003
Credit Suisse First Boston September 1997 - December 1999
DLJ April 1993 - September 1997
Ladenburg Thalmann 1991 - 1993
Skills
Equity Trading, Options, Financial Services, Securities, Business Development, Bloomberg, Finance, Derivatives, Risk Management, Fixed Income, Investment Banking, Wealth Management, Strategic Planning, Credit Analysis, Equity Derivatives, Hedge Funds, Electronic Trading, Series 7, Equity Research, Portfolio Management, Equities, Asset Management, Financial Risk, Capital Markets, Financial Analysis, Series 63, Investments, Alternative Investments, Investment Strategies, Trading, Trading Systems, Credit, Structured Products, ETFs, Private Equity, Bonds, Valuation, Loans, Banking, Investment Management, Financial Markets, FINRA, FX Options, Strategic Financial..., Asset Allocation, Mutual Funds, Hedging, Investment Advisory
Education
Hofstra University
BBA, Banking and Finance
Jumping Brook Country Club 2015 - 2015
Jumping Brook Country Club 2015 - 2015
JP Morgan Chase May 2009 - November 2011
Schonfeld Group March 2004 - August 2006
Access Securities August 2003 - 2005
SAC Capital 1999 - 2003
Credit Suisse First Boston September 1997 - December 1999
DLJ April 1993 - September 1997
Ladenburg Thalmann 1991 - 1993
Skills
Equity Trading, Options, Financial Services, Securities, Business Development, Bloomberg, Finance, Derivatives, Risk Management, Fixed Income, Investment Banking, Wealth Management, Strategic Planning, Credit Analysis, Equity Derivatives, Hedge Funds, Electronic Trading, Series 7, Equity Research, Portfolio Management, Equities, Asset Management, Financial Risk, Capital Markets, Financial Analysis, Series 63, Investments, Alternative Investments, Investment Strategies, Trading, Trading Systems, Credit, Structured Products, ETFs, Private Equity, Bonds, Valuation, Loans, Banking, Investment Management, Financial Markets, FINRA, FX Options, Strategic Financial..., Asset Allocation, Mutual Funds, Hedging, Investment Advisory
Education
Hofstra University
BBA, Banking and Finance
Halia Chudyk's DLJ Experience 1986 - 1990
Job Financial Planning & Analysis/Business Planning
Industry Consumer Goods
Experience
Small to Mid-Sized Businesses October 2007 - Present
Scholastic November 2004 - February 2007
Pfizer October 2001 - October 2004
Penguin Group, Pearson Plc February 2000 - September 2001
Revlon September 1998 - December 1999
Johnson and Johnson February 1990 - September 1998
Donaldson, Lufkin & Jenrette April 1986 - January 1990
DLJ 1986 - 1990
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
New York University 1982 — 1986
BA, Economics, Russian
Small to Mid-Sized Businesses October 2007 - Present
Scholastic November 2004 - February 2007
Pfizer October 2001 - October 2004
Penguin Group, Pearson Plc February 2000 - September 2001
Revlon September 1998 - December 1999
Johnson and Johnson February 1990 - September 1998
Donaldson, Lufkin & Jenrette April 1986 - January 1990
DLJ 1986 - 1990
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
New York University 1982 — 1986
BA, Economics, Russian
Patrick Blake's DLJ Experience April 1998 - March 2000
Job at Bank of America Merrill Lynch
Industry Financial Services
Experience
Bank of America Merrill Lynch October 2009 - Present
Admiral Capital Management June 2009 - September 2009
Clapboard Capital October 2008 - September 2009
FGG September 2003 - May 2008
DLJ April 1998 - March 2000
Smith Barney March 1996 - March 1998
Credit Suisse Financial Products February 1992 - April 1996
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Managment, Derivatives, Financial Markets, Investment Banking, Capital Markets, Investments, Banking, Options, Securities, Asset Management, Investment Management, Trading, Mutual Funds, Portfolio Management, Interest Rate..., Credit Derivatives, Structured Products, Wealth Management, Series 7, Financial Services, Leadership
Education
Princeton University 1982 — 1986
A.B., Economics
Bank of America Merrill Lynch October 2009 - Present
Admiral Capital Management June 2009 - September 2009
Clapboard Capital October 2008 - September 2009
FGG September 2003 - May 2008
DLJ April 1998 - March 2000
Smith Barney March 1996 - March 1998
Credit Suisse Financial Products February 1992 - April 1996
Skills
Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Managment, Derivatives, Financial Markets, Investment Banking, Capital Markets, Investments, Banking, Options, Securities, Asset Management, Investment Management, Trading, Mutual Funds, Portfolio Management, Interest Rate..., Credit Derivatives, Structured Products, Wealth Management, Series 7, Financial Services, Leadership
Education
Princeton University 1982 — 1986
A.B., Economics
Karey Geddes's DLJ Experience 1997 - 2000
Job Director, Sales at PREMIUMPOINT Investments / WinWater Home Mortgage
Industry Banking
Experience
PREMIUMPOINT Investments June 2013 - Present
New Penn Financial, LLC August 2011 - June 2013
Banc Of Manhattan/Capital September 2010 - August 2011
The Winter Group 2002 - 2007
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2002
DLJ 1997 - 2000
Nomura Securities 1995 - 1997
Skills
Management, Mortgage Lending, Loans, Capital Markets, Mortgage Banking, Securitization, Credit, Residential Mortgages, Electronic Trading
Education
Pace University
PREMIUMPOINT Investments June 2013 - Present
New Penn Financial, LLC August 2011 - June 2013
Banc Of Manhattan/Capital September 2010 - August 2011
The Winter Group 2002 - 2007
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2002
DLJ 1997 - 2000
Nomura Securities 1995 - 1997
Skills
Management, Mortgage Lending, Loans, Capital Markets, Mortgage Banking, Securitization, Credit, Residential Mortgages, Electronic Trading
Education
Pace University
Cynthia Bumbalo's DLJ Experience September 1994 - October 2000
Job VP Ambac Portfolio Risk Management
Industry Insurance
Experience
Ambac October 2011 - Present
Radian Asset Assurance May 2006 - December 2010
Bank of New York Mellon June 2004 - May 2006
Assured Guaranty May 2001 - June 2004
DLJ September 1994 - October 2000
Skills
Bonds, Finance, Fixed Income
Education
Pace University 1992 — 1998
BBA, Finance
St. Johns Prep Highschool 1988 — 1992
Diploma
Ambac October 2011 - Present
Radian Asset Assurance May 2006 - December 2010
Bank of New York Mellon June 2004 - May 2006
Assured Guaranty May 2001 - June 2004
DLJ September 1994 - October 2000
Skills
Bonds, Finance, Fixed Income
Education
Pace University 1992 — 1998
BBA, Finance
St. Johns Prep Highschool 1988 — 1992
Diploma
Kevin Guinnessey's DLJ Experience 1998 - 2000
Job Sales Trader at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank May 2007 - Present
Cantor Fitzgerald May 2003 - April 2007
Credit Suisse First Boston September 1999 - April 2002
DLJ 1998 - 2000
Skills
Bloomberg, Trading Systems, Equities, Program Trading, Capital Markets, Derivatives, Electronic Trading
Education
La Salle University 1994 — 1998
Finance
Deutsche Bank May 2007 - Present
Cantor Fitzgerald May 2003 - April 2007
Credit Suisse First Boston September 1999 - April 2002
DLJ 1998 - 2000
Skills
Bloomberg, Trading Systems, Equities, Program Trading, Capital Markets, Derivatives, Electronic Trading
Education
La Salle University 1994 — 1998
Finance
Bob Kurland's DLJ Experience 1994 - 2000
Job PRESIDENT, OOGYWAWA SOFTWARE SOLUTIONS INC
Industry Financial Services
Experience
UBS Investment Bank October 2009 - Present
DLJ 1994 - 2000
Education
Pratt Institute
MS Computer Science
UBS Investment Bank October 2009 - Present
DLJ 1994 - 2000
Education
Pratt Institute
MS Computer Science
Kenneth Byrne's DLJ Experience September 1989 - March 1991
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG September 2011 - Present
Jefferies & Company April 2007 - August 2011
Banc of America Securities March 2003 - February 2007
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette January 1999 - December 1999
DLJ September 1989 - March 1991
Education
Pace University 1985 — 1989
B.B.A., Mangement/History
BTIG September 2011 - Present
Jefferies & Company April 2007 - August 2011
Banc of America Securities March 2003 - February 2007
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette January 1999 - December 1999
DLJ September 1989 - March 1991
Education
Pace University 1985 — 1989
B.B.A., Mangement/History
Jean Hill's DLJ Experience 1999 - 2001
Job Managing Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal January 2013 - Present
First New York Securities October 2010 - December 2012
Federal Reserve Bank of New York March 2009 - October 2010
Morgan Stanley July 2003 - December 2008
Merrill Lynch & Co., Inc. 2001 - 2003
DLJ 1999 - 2001
CSFB / Credit Suisse 1996 - 1999
Union Bank of Switzerland 1994 - 1996
Education
Fordham University School of Law 1987 — 1991
JD, Juris Doctor
Cornell University 1979 — 1983
BA, Business
Horace Mann
Alvarez & Marsal January 2013 - Present
First New York Securities October 2010 - December 2012
Federal Reserve Bank of New York March 2009 - October 2010
Morgan Stanley July 2003 - December 2008
Merrill Lynch & Co., Inc. 2001 - 2003
DLJ 1999 - 2001
CSFB / Credit Suisse 1996 - 1999
Union Bank of Switzerland 1994 - 1996
Education
Fordham University School of Law 1987 — 1991
JD, Juris Doctor
Cornell University 1979 — 1983
BA, Business
Horace Mann
Linda Marino's DLJ Experience 1984 - 1985
Job Human Resources at Global Computer
Industry Computer Hardware
Experience
Global Computer Supplies September 2001 - Present
American Express Bank January 1985 - December 1995
DLJ 1984 - 1985
Skills
Marketing Strategy, Team Building, Deferred Compensation, HRIS, New Business Development, Human Resources, Sales, Account Management, Employee Training, Customer Retention, Management, Cold Calling, CRM, Strategic Planning, Leadership, Business Development, Team Leadership, Recruiting, Direct Sales, Contract Negotiation, Social Networking, Customer Service, SaaS, Sales Process
Education
berkeley college 1982 — 1984
Global Computer Supplies September 2001 - Present
American Express Bank January 1985 - December 1995
DLJ 1984 - 1985
Skills
Marketing Strategy, Team Building, Deferred Compensation, HRIS, New Business Development, Human Resources, Sales, Account Management, Employee Training, Customer Retention, Management, Cold Calling, CRM, Strategic Planning, Leadership, Business Development, Team Leadership, Recruiting, Direct Sales, Contract Negotiation, Social Networking, Customer Service, SaaS, Sales Process
Education
berkeley college 1982 — 1984
Weicong Wang's DLJ Experience August 2000 - August 2001
Job Executive Director at JP Morgan Chase
Industry Financial Services
Experience
JP Morgan Chase February 2011 - Present
Citi September 2009 - February 2011
Citi January 2009 - August 2009
Credit Suisse May 2008 - January 2009
Merrill Lynch January 2007 - May 2008
Deutsche Bank December 2006 - January 2007
Bank of America October 2006 - December 2006
Lehman Brothers August 2003 - September 2006
BEA Systems October 2001 - August 2003
DLJ August 2000 - August 2001
Skills
Program Trading, Derivatives, Fixed Income, Sybase, Market Data, Equities, Electronic Trading, Trading Systems, Middle Office, Capital Markets, Investment Banking, Low Latency, Calypso, Equity Derivatives, JMS
Education
Rutgers University-New Brunswick 1996 — 1999
MS, Computer Science
Tsinghua University 1991 — 1996
BA, EE
JP Morgan Chase February 2011 - Present
Citi September 2009 - February 2011
Citi January 2009 - August 2009
Credit Suisse May 2008 - January 2009
Merrill Lynch January 2007 - May 2008
Deutsche Bank December 2006 - January 2007
Bank of America October 2006 - December 2006
Lehman Brothers August 2003 - September 2006
BEA Systems October 2001 - August 2003
DLJ August 2000 - August 2001
Skills
Program Trading, Derivatives, Fixed Income, Sybase, Market Data, Equities, Electronic Trading, Trading Systems, Middle Office, Capital Markets, Investment Banking, Low Latency, Calypso, Equity Derivatives, JMS
Education
Rutgers University-New Brunswick 1996 — 1999
MS, Computer Science
Tsinghua University 1991 — 1996
BA, EE
Jim Paladino's DLJ Experience February 1990 - March 1992
Job
Industry Financial Services
Experience
Tipp Hill Capital Managment April 2014 - Present
Gilman Hill Asset Management September 2013 - March 2014
Eagle Ridge Investment Managment LLC September 2008 - May 2012
US Trust October 1999 - May 2008
Langdon Street Capital September 1996 - May 1999
Bear Stearns & Co. Inc February 1996 - August 1996
Ladenburg Thalmann August 1993 - August 1996
DLJ February 1990 - March 1992
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Alternative Investments, Equity Research, Consulting, Options, Trading, Financial Modeling, Financial Risk, Investment Management, Investment Advisory, Financial Services, Financial Markets, Equity Trading, Electronic Trading
Education
Youngstown State University 1987 — 1989
MBA, Finance
Saint Vincent College 1983 — 1987
Bachelor of Science (BS), Economics
Seton Hill University
Seton Hill University
Seton Hill University
Tipp Hill Capital Managment April 2014 - Present
Gilman Hill Asset Management September 2013 - March 2014
Eagle Ridge Investment Managment LLC September 2008 - May 2012
US Trust October 1999 - May 2008
Langdon Street Capital September 1996 - May 1999
Bear Stearns & Co. Inc February 1996 - August 1996
Ladenburg Thalmann August 1993 - August 1996
DLJ February 1990 - March 1992
Skills
Hedge Funds, Equities, Fixed Income, Bloomberg, Alternative Investments, Equity Research, Consulting, Options, Trading, Financial Modeling, Financial Risk, Investment Management, Investment Advisory, Financial Services, Financial Markets, Equity Trading, Electronic Trading
Education
Youngstown State University 1987 — 1989
MBA, Finance
Saint Vincent College 1983 — 1987
Bachelor of Science (BS), Economics
Seton Hill University
Seton Hill University
Seton Hill University
Dante LaRocca's DLJ Experience 1991 - 2000
Job Director at Credit Suisse
Industry Real Estate
Experience
Credit Suisse September 2013 - Present
BGC Partners May 2012 - May 2013
Flat 801 Management Company LLC 2010 - May 2012
Centerline Capital Group May 2008 - March 2010
Nomura Securities 2001 - 2008
Credit Suisse First Boston 2000 - 2001
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1991 - 2000
DLJ 1991 - 2000
Thacher Proffitt & Wood LLP 1983 - 1990
Skills
Capital Markets, Securitization, Commercial Mortgages, Loan Origination, Mortgage Lending, Real Estate Finance, CMBS, Real Estate, Investment Banking, Mortgage, Structured Finance, Real Estate Transactions, Asset Management, Dispositions, Real Estate Investment, Workout, Restructuring, Contract Negotiation, Risk Management, Fixed Income, Negotiation, Investor Relations, Loans, Banking, Investment Properties, Asset Managment, Real Estate Economics, Commercial Real Estate, Disposition, Due Diligence, Investments, Credit
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
New York University School of Law 1978 — 1982
JD
Muhlenberg College 1974 — 1978
BA, Political Science
Wayne Valley HS 1970 — 1974
Master of Business Administration (MBA), Finance, General
Credit Suisse September 2013 - Present
BGC Partners May 2012 - May 2013
Flat 801 Management Company LLC 2010 - May 2012
Centerline Capital Group May 2008 - March 2010
Nomura Securities 2001 - 2008
Credit Suisse First Boston 2000 - 2001
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1991 - 2000
DLJ 1991 - 2000
Thacher Proffitt & Wood LLP 1983 - 1990
Skills
Capital Markets, Securitization, Commercial Mortgages, Loan Origination, Mortgage Lending, Real Estate Finance, CMBS, Real Estate, Investment Banking, Mortgage, Structured Finance, Real Estate Transactions, Asset Management, Dispositions, Real Estate Investment, Workout, Restructuring, Contract Negotiation, Risk Management, Fixed Income, Negotiation, Investor Relations, Loans, Banking, Investment Properties, Asset Managment, Real Estate Economics, Commercial Real Estate, Disposition, Due Diligence, Investments, Credit
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
New York University School of Law 1978 — 1982
JD
Muhlenberg College 1974 — 1978
BA, Political Science
Wayne Valley HS 1970 — 1974
Master of Business Administration (MBA), Finance, General
Justin L. Cole's DLJ Experience 1997 - 1998
Job Member at Justin L. Cole, PLLC
Industry Law Practice
Experience
Justin L. Cole, PLLC September 2009 - Present
Van DeWater & Van DeWater, LLP August 2003 - May 2009
DLJ 1997 - 1998
Skills
Zoning, Real Estate, Real Estate Transactions, Torts, Trial Practice, Westlaw, Contract Negotiation, Wills, Commercial Litigation
Education
Suffolk University Law School 2000 — 2003
JD, Law
Boston College 1993 — 1997
BS, Finance
Justin L. Cole, PLLC September 2009 - Present
Van DeWater & Van DeWater, LLP August 2003 - May 2009
DLJ 1997 - 1998
Skills
Zoning, Real Estate, Real Estate Transactions, Torts, Trial Practice, Westlaw, Contract Negotiation, Wills, Commercial Litigation
Education
Suffolk University Law School 2000 — 2003
JD, Law
Boston College 1993 — 1997
BS, Finance
Alan Janna's DLJ Experience 2000 - 2000
Job Independent
Industry Investment Management
Experience
Self-Employed 2013 - Present
Tempus Quo 2008 - 2012
Credit Suisse 2002 - 2007
Credit Suisse First Boston 2000 - 2002
DLJ 2000 - 2000
Enron 1999 - 2000
Gobernacion del Atlantico January 1996 - November 1997
Skills
Leveraged Finance, Investment Banking, Equities, Credit Analysis, Emerging Markets, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Financial Analysis, Underwriting, High Yield, Principal Investing, LBO
Education
Columbia University - Columbia Business School 1998 — 1999
MBA
Georgia Institute of Technology 1990 — 1991
MSIE, Industrial Engineering
Georgia Institute of Technology 1986 — 1989
BIE
Self-Employed 2013 - Present
Tempus Quo 2008 - 2012
Credit Suisse 2002 - 2007
Credit Suisse First Boston 2000 - 2002
DLJ 2000 - 2000
Enron 1999 - 2000
Gobernacion del Atlantico January 1996 - November 1997
Skills
Leveraged Finance, Investment Banking, Equities, Credit Analysis, Emerging Markets, Valuation, Corporate Finance, Financial Modeling, Due Diligence, Financial Analysis, Underwriting, High Yield, Principal Investing, LBO
Education
Columbia University - Columbia Business School 1998 — 1999
MBA
Georgia Institute of Technology 1990 — 1991
MSIE, Industrial Engineering
Georgia Institute of Technology 1986 — 1989
BIE
Beth Chartoff's DLJ Experience 1991 - 2000
Job Senior Managing Director at GSO Capital Partners/The Blackstone Group
Industry Investment Management
Experience
GSO Capital Partners/The Blackstone Group February 2005 - Present
Banc of America Securities May 2004 - February 2005
Credit Suisse October 2000 - May 2004
Donaldson, Lufkin & Jenrette September 1995 - October 2000
DLJ 1991 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1987 — 1991
BA, Economics
GSO Capital Partners/The Blackstone Group February 2005 - Present
Banc of America Securities May 2004 - February 2005
Credit Suisse October 2000 - May 2004
Donaldson, Lufkin & Jenrette September 1995 - October 2000
DLJ 1991 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1987 — 1991
BA, Economics
Philip Auerbach's DLJ Experience 1998 - 2000
Job Principal at JLB Capital Partners LLC
Industry Real Estate
Experience
JLB Capital Partners LLC November 2010 - Present
Preferred Government Properties January 2011 - February 2012
Kaufman Jacobs 2007 - December 2010
Brio Capital LLC 2000 - 2001
DLJ 1998 - 2000
Education
Emory University - Goizueta Business School 1996 — 1998
MBA
Colgate University 1986 — 1990
ba
JLB Capital Partners LLC November 2010 - Present
Preferred Government Properties January 2011 - February 2012
Kaufman Jacobs 2007 - December 2010
Brio Capital LLC 2000 - 2001
DLJ 1998 - 2000
Education
Emory University - Goizueta Business School 1996 — 1998
MBA
Colgate University 1986 — 1990
ba
Dave Cortina's DLJ Experience 1983 - 1984
Job Senior Financial Services Executive
Industry Banking
Experience
Grant Thornton LLP October 2014 - Present
IDB Bank June 2006 - July 2008
Accume 2002 - 2006
CIBC 1994 - 2002
Formerly Swiss Bank Corporation 1988 - 1994
Swiss Bank Corporation 1988 - 1994
DLJ 1983 - 1984
Skills
Risk Management, Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Risk, AML, Accounting, Banking, Capital Markets, Compliance, Credit, Due Diligence, Enterprise Risk..., External Audit, Finance, Financial Services, Investments, Leadership, Management, Mergers, Operational Risk, Operational Risk..., Project Planning, Risk Assessment, Mergers & Acquisitions
Education
Adelphi University 1989 — 1991
MBA
Saint Bonaventure University 1973 — 1977
BBA, Accounting
Grant Thornton LLP October 2014 - Present
IDB Bank June 2006 - July 2008
Accume 2002 - 2006
CIBC 1994 - 2002
Formerly Swiss Bank Corporation 1988 - 1994
Swiss Bank Corporation 1988 - 1994
DLJ 1983 - 1984
Skills
Risk Management, Internal Audit, Auditing, Sarbanes-Oxley Act, Internal Controls, Financial Risk, AML, Accounting, Banking, Capital Markets, Compliance, Credit, Due Diligence, Enterprise Risk..., External Audit, Finance, Financial Services, Investments, Leadership, Management, Mergers, Operational Risk, Operational Risk..., Project Planning, Risk Assessment, Mergers & Acquisitions
Education
Adelphi University 1989 — 1991
MBA
Saint Bonaventure University 1973 — 1977
BBA, Accounting
Barbara Chell's DLJ Experience 1989 - 2000
Job Principal at C & A Consulting, LLC
Industry Financial Services
Experience
C&A Consulting LLC September 2010 - Present
Oak Valley Advisors September 2008 - September 2010
The Winter Group 2002 - 2008
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJ 1989 - 2000
Donaldson, Lufkin & Jenrette 1989 - 2000
Drexel Burnham Lambert 1984 - 1989
Skills
Capital Markets
Education
State University of New York - System 1975 — 1979
BA in accounting
C&A Consulting LLC September 2010 - Present
Oak Valley Advisors September 2008 - September 2010
The Winter Group 2002 - 2008
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
DLJ 1989 - 2000
Donaldson, Lufkin & Jenrette 1989 - 2000
Drexel Burnham Lambert 1984 - 1989
Skills
Capital Markets
Education
State University of New York - System 1975 — 1979
BA in accounting
Michael Schoen's DLJ Experience April 2000 - November 2000
Job Managing Director at Scotiabank
Industry Investment Banking
Experience
Scotiabank February 2013 - Present
Credit Suisse November 2000 - February 2013
DLJ April 2000 - November 2000
JP Morgan August 1997 - April 2000
Lehman Brothers July 1995 - August 1997
JPMorgan September 1987 - July 1995
Skills
Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Derivatives, Corporate Finance, Structured Finance, Financial Markets, Asset Management, LBO, Structured Products, Investments, Financial Structuring, Options
Education
Massachusetts Institute of Technology 1983 — 1987
BS, Management
Scotiabank February 2013 - Present
Credit Suisse November 2000 - February 2013
DLJ April 2000 - November 2000
JP Morgan August 1997 - April 2000
Lehman Brothers July 1995 - August 1997
JPMorgan September 1987 - July 1995
Skills
Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Derivatives, Corporate Finance, Structured Finance, Financial Markets, Asset Management, LBO, Structured Products, Investments, Financial Structuring, Options
Education
Massachusetts Institute of Technology 1983 — 1987
BS, Management
Brad Dewey's DLJ Experience 1992 - 2000
Job Owner, Panton Capital Management, LLC
Industry Investment Management
Experience
Panton Capital Management, LLC PrincipalWyper Capital Mgt2005 - 2007
Deutsche Bank Securities 2004 - 2005
UBS Investment Bank 2002 - 2003
Soros/Bessent Capital Mgt 2000 - 2003
DLJ 1992 - 2000
DLJ 1992 - 2000
Donaldson, Lufkin & Jenrette 1992 - 2000
Education
Middlebury College 1983 — 1986
BA
Panton Capital Management, LLC PrincipalWyper Capital Mgt2005 - 2007
Deutsche Bank Securities 2004 - 2005
UBS Investment Bank 2002 - 2003
Soros/Bessent Capital Mgt 2000 - 2003
DLJ 1992 - 2000
DLJ 1992 - 2000
Donaldson, Lufkin & Jenrette 1992 - 2000
Education
Middlebury College 1983 — 1986
BA
Tom McGonagle's DLJ Experience 1987 - 2001
Job CFO at Industrial Income Trust
Industry Real Estate
Experience
Industrial Income Trust Inc April 2010 - Present
MacDermid March 2007 - December 2008
Vistar Corporation 2003 - 2006
Babcock & Brown June 2001 - June 2003
Donaldson, Lufkin & Jenrette September 1987 - June 2001
DLJ 1987 - 2001
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Finance, Marketing, Operations
Dartmouth College 1977 — 1981
BA, Double Major, Economics, French
Industrial Income Trust Inc April 2010 - Present
MacDermid March 2007 - December 2008
Vistar Corporation 2003 - 2006
Babcock & Brown June 2001 - June 2003
Donaldson, Lufkin & Jenrette September 1987 - June 2001
DLJ 1987 - 2001
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Finance, Marketing, Operations
Dartmouth College 1977 — 1981
BA, Double Major, Economics, French
Ed Banas, CTP, AAP's DLJ Experience 1993 - 2001
Job Product Manager, Liquidity and Deposit Products at Associated Bank
Industry Financial Services
Experience
Associated Bank 2011 - Present
Business Office Solutions Group Sallie Mae, Inc. 2009 - 2011
PayPal Asset Management Co. 2006 - 2009
PayPal Funds 2006 - 2009
PayPal 2005 - 2009
PayPal, an eBay company 2005 - 2009
Williams Company 2002 - 2005
Pershing 1993 - 2001
DLJ 1993 - 2001
National Financial Securities Corp.
Skills
Treasury Management, Cash Management, Financial Modeling, Risk Management, Financial Analysis, Payments, Banking, Corporate Finance, Mergers, Financial Risk, Finance, Investments, Treasury, Credit, Electronic Payments, Mergers & Acquisitions, Executive Management, Process Improvement, Management, Financial Services, Credit Risk, Accounting, Foreign Exchange, Credit Cards, FX Options, Portfolio Management, Internal Audit, Trading, Strategic Financial..., Cash Flow, Credit Analysis, Capital Markets, Product Management, Due Diligence, Valuation, Sarbanes-Oxley Act, Managerial Finance, Acquisition Integration, Commercial Banking, Enterprise Risk..., Relationship Management, Private Equity, Treasury Services, Mutual Funds, Securities, Fixed Income
Education
Indiana University Bloomington
MBA, Finance
Purdue University - Krannert School of Management
BS, Management/Finance
Associated Bank 2011 - Present
Business Office Solutions Group Sallie Mae, Inc. 2009 - 2011
PayPal Asset Management Co. 2006 - 2009
PayPal Funds 2006 - 2009
PayPal 2005 - 2009
PayPal, an eBay company 2005 - 2009
Williams Company 2002 - 2005
Pershing 1993 - 2001
DLJ 1993 - 2001
National Financial Securities Corp.
Skills
Treasury Management, Cash Management, Financial Modeling, Risk Management, Financial Analysis, Payments, Banking, Corporate Finance, Mergers, Financial Risk, Finance, Investments, Treasury, Credit, Electronic Payments, Mergers & Acquisitions, Executive Management, Process Improvement, Management, Financial Services, Credit Risk, Accounting, Foreign Exchange, Credit Cards, FX Options, Portfolio Management, Internal Audit, Trading, Strategic Financial..., Cash Flow, Credit Analysis, Capital Markets, Product Management, Due Diligence, Valuation, Sarbanes-Oxley Act, Managerial Finance, Acquisition Integration, Commercial Banking, Enterprise Risk..., Relationship Management, Private Equity, Treasury Services, Mutual Funds, Securities, Fixed Income
Education
Indiana University Bloomington
MBA, Finance
Purdue University - Krannert School of Management
BS, Management/Finance
Arthur Uspensky's DLJ Experience 1996 - May 1997
Job VP at Citigroup
Industry Financial Services
Experience
Citigroup August 2000 - Present
AIG Technologies May 1997 - August 2000
DLJ 1996 - May 1997
Society Generale Bank 1996 - 1996
Merrill Lynch 1995 - 1996
New York Life Insurance Company 1994 - 1995
Education
Kaliningrad State Technical University 1974 — 1979
MS, Engineering
Citigroup August 2000 - Present
AIG Technologies May 1997 - August 2000
DLJ 1996 - May 1997
Society Generale Bank 1996 - 1996
Merrill Lynch 1995 - 1996
New York Life Insurance Company 1994 - 1995
Education
Kaliningrad State Technical University 1974 — 1979
MS, Engineering
Nicole Arnaboldi's DLJ Experience September 1985 - November 2000
Job Vice Chairman, Asset Management, and Head, Direct Equity Partners at Credit Suisse
Industry Investment Management
Experience
Credit Suisse 2014 - Present
Credit Suisse May 2010 - Present
Credit Suisse November 2000 - May 2010
DLJ September 1985 - November 2000
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA)
Harvard Law School
Doctor of Law (JD)
Harvard University
BA
Credit Suisse 2014 - Present
Credit Suisse May 2010 - Present
Credit Suisse November 2000 - May 2010
DLJ September 1985 - November 2000
Education
Harvard Business School 1982 — 1984
Master of Business Administration (MBA)
Harvard Law School
Doctor of Law (JD)
Harvard University
BA
Scott Buckler's DLJ Experience June 1988 - March 1997
Job SVP at CWCapital
Industry Financial Services
Experience
CWCapital May 2003 - Present
Realtylogix 2000 - 2002
DLJ June 1988 - March 1997
Kidder Peabody June 1984 - June 1988
Skills
Structured Finance, CMBS, High-End VBA Programming, MSR Valuation, FInancial Forecasting, Commercial Mortgage..., Derivatives, Conduit Securitization, Securitization
Education
Drexel University - LeBow College of Business
Bachelors, FInance, Computers Systems Mgmt
CWCapital May 2003 - Present
Realtylogix 2000 - 2002
DLJ June 1988 - March 1997
Kidder Peabody June 1984 - June 1988
Skills
Structured Finance, CMBS, High-End VBA Programming, MSR Valuation, FInancial Forecasting, Commercial Mortgage..., Derivatives, Conduit Securitization, Securitization
Education
Drexel University - LeBow College of Business
Bachelors, FInance, Computers Systems Mgmt
Stephen Muto's DLJ Experience March 1998 - October 2000
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald January 2009 - Present
Bear Stearns November 2001 - March 2008
Credit Suisse October 2000 - September 2001
DLJ March 1998 - October 2000
Morgan Stanley Smith Barney March 1989 - November 1997
Tradition 1988 - 1989
Skills
Fixed Income, Series 7, Hedge Funds, Capital Markets, Trading, Equities, Alternative Investments, Series 63, Bonds, Bloomberg, Derivatives, Securities
Education
Franklin & Marshall College 1984 — 1988
BA, Business Administration
Cold Spring Harbor High School 1980 — 1984
East Side School 1976 — 1978
Cantor Fitzgerald January 2009 - Present
Bear Stearns November 2001 - March 2008
Credit Suisse October 2000 - September 2001
DLJ March 1998 - October 2000
Morgan Stanley Smith Barney March 1989 - November 1997
Tradition 1988 - 1989
Skills
Fixed Income, Series 7, Hedge Funds, Capital Markets, Trading, Equities, Alternative Investments, Series 63, Bonds, Bloomberg, Derivatives, Securities
Education
Franklin & Marshall College 1984 — 1988
BA, Business Administration
Cold Spring Harbor High School 1980 — 1984
East Side School 1976 — 1978
Timothy Schar's DLJ Experience January 2000 - October 2000
Job Managing Director Technology Equity Capital Markets at Wells Fargo
Industry Investment Banking
Experience
Wells Fargo November 2010 - Present
ServiceSource October 2009 - November 2010
Asana Activewear May 2007 - October 2010
FinancialOS July 2009 - October 2009
Silver Spring Networks June 2009 - October 2009
Credit Suisse April 2007 - January 2009
Wachovia Securities, LLC June 2002 - April 2007
Credit Suisse First Boston October 2000 - June 2002
DLJ January 2000 - October 2000
Bear Stearns & Co. Inc. July 1992 - January 2000
Skills
Equity Derivatives, Credit Analysis, Convertible Bonds, Smart Grid, Option Valuation, Mergers, Capital Markets, Capital Raising, Forecasting, Equity Capital Markets, Financial Modeling, Private Equity, Valuation, Corporate Finance, Equities, IPO, Venture Capital, Investment Banking, Emerging Markets, Hedge Funds, Mergers, Financial Analysis, Finance, Strategy
Education
Macalester College 1989 — 1992
BA, Economics, Computer Science (concentration), Mathematics (concentration), Music (minor)
Wells Fargo November 2010 - Present
ServiceSource October 2009 - November 2010
Asana Activewear May 2007 - October 2010
FinancialOS July 2009 - October 2009
Silver Spring Networks June 2009 - October 2009
Credit Suisse April 2007 - January 2009
Wachovia Securities, LLC June 2002 - April 2007
Credit Suisse First Boston October 2000 - June 2002
DLJ January 2000 - October 2000
Bear Stearns & Co. Inc. July 1992 - January 2000
Skills
Equity Derivatives, Credit Analysis, Convertible Bonds, Smart Grid, Option Valuation, Mergers, Capital Markets, Capital Raising, Forecasting, Equity Capital Markets, Financial Modeling, Private Equity, Valuation, Corporate Finance, Equities, IPO, Venture Capital, Investment Banking, Emerging Markets, Hedge Funds, Mergers, Financial Analysis, Finance, Strategy
Education
Macalester College 1989 — 1992
BA, Economics, Computer Science (concentration), Mathematics (concentration), Music (minor)
Julie O'Sullivan's DLJ Experience March 1993 - December 1999
Job VP at GSO Capital Partners LP
Industry Financial Services
Experience
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
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
Alex Hendrickson's DLJ Experience 1996 - 2000
Job Managing Director at Auriga
Industry Financial Services
Experience
Auriga January 2009 - Present
The Winter Group 2002 - 2008
Credit Suisse 2000 - 2002
DLJ 1996 - 2000
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Capital Markets, Fixed Income, Securitization, Structured Finance, Due Diligence, Hedge Funds, Asset Managment, Derivatives, Trading, Investments, Loan Origination, Portfolio Management, Private Equity, Risk Management, Financial Modeling, Asset Management, Financial Structuring, Credit Derivatives, Corporate Finance, Financial Markets, Valuation, Mergers & Acquisitions, Bloomberg, Securities, Loans, Venture Capital, Bonds, Mortgage Lending, Banking, Credit, Equities, Alternative Investments, Investment Banking, Finance, Structured Products, Financial Analysis
Education
Franklin & Marshall College 1990 — 1992
Gilman
Auriga January 2009 - Present
The Winter Group 2002 - 2008
Credit Suisse 2000 - 2002
DLJ 1996 - 2000
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Capital Markets, Fixed Income, Securitization, Structured Finance, Due Diligence, Hedge Funds, Asset Managment, Derivatives, Trading, Investments, Loan Origination, Portfolio Management, Private Equity, Risk Management, Financial Modeling, Asset Management, Financial Structuring, Credit Derivatives, Corporate Finance, Financial Markets, Valuation, Mergers & Acquisitions, Bloomberg, Securities, Loans, Venture Capital, Bonds, Mortgage Lending, Banking, Credit, Equities, Alternative Investments, Investment Banking, Finance, Structured Products, Financial Analysis
Education
Franklin & Marshall College 1990 — 1992
Gilman
Lee Zakow's DLJ Experience January 1996 - March 2001
Job Presentation Specialist at Draftfcb
Industry Graphic Design
Experience
DraftFCB September 2012 - Present
Freelancer April 2008 - September 2012
Cushman & Wakefield February 2006 - April 2008
Gridline (covered WLAF/NFL E for 15 years) 1991 - 2007
Capgemini 2004 - December 2005
Credit Suisse March 2001 - 2002
DLJ January 1996 - March 2001
Lehman Brothers 1984 - 1985
Lehman Brothers 1984 - 1985
Lehman Brothers 1984 - 1985
Skills
Advertising, Sports, Adobe Creative Suite, Illustrator, Graphic Design, Photoshop, InDesign, Adobe Acrobat
Education
New York University 1987 — 1990
MBA, finance
New York University, Leonard A. Stern School of Business 1987 — 1990
M.B.A, Finance
Tennessee Technological University 1978 — 1983
BS Chem, BS Chem Engr, Chemistry, Chemical Engineering
Tennessee Technological University 1978 — 1983
B.S, Chemistry and Chem. Engr.
Tennessee Technological University 1978 — 1983
B.S, Chemistry
Bayside High School 1976 — 1978
DraftFCB September 2012 - Present
Freelancer April 2008 - September 2012
Cushman & Wakefield February 2006 - April 2008
Gridline (covered WLAF/NFL E for 15 years) 1991 - 2007
Capgemini 2004 - December 2005
Credit Suisse March 2001 - 2002
DLJ January 1996 - March 2001
Lehman Brothers 1984 - 1985
Lehman Brothers 1984 - 1985
Lehman Brothers 1984 - 1985
Skills
Advertising, Sports, Adobe Creative Suite, Illustrator, Graphic Design, Photoshop, InDesign, Adobe Acrobat
Education
New York University 1987 — 1990
MBA, finance
New York University, Leonard A. Stern School of Business 1987 — 1990
M.B.A, Finance
Tennessee Technological University 1978 — 1983
BS Chem, BS Chem Engr, Chemistry, Chemical Engineering
Tennessee Technological University 1978 — 1983
B.S, Chemistry and Chem. Engr.
Tennessee Technological University 1978 — 1983
B.S, Chemistry
Bayside High School 1976 — 1978
Kenneth Gettinger's DLJ Experience May 1998 - May 2000
Job Chairman at KPG Capital Partners
Industry Investment Management
Experience
KPG Capital Partners May 2000 - Present
DLJ May 1998 - May 2000
UBS May 1988 - May 1998
Skills
Hedge Funds, Strategy, Private Equity, Emerging Markets, Corporate Finance, Mergers & Acquisitions, Alternative Investments, Investments, Investment Properties, Trading, Investment Banking, Asset Management, Commodity, Fund Of Funds, Equities, FX trading, Venture Capital, Management, Portfolio Management, Commodity Markets, Valuation, Capital, Derivatives, Investment Management, Investor Relations, Asset Allocation, Investment Strategies, Fixed Income, Capital Markets, Equity Research, Financial Structuring, Financial Markets, Investment Advisory, Bonds, Options, Private Placements, Funding, Securities
Education
Boston University Questrom School of Business 1976 — 1980
KPG Capital Partners May 2000 - Present
DLJ May 1998 - May 2000
UBS May 1988 - May 1998
Skills
Hedge Funds, Strategy, Private Equity, Emerging Markets, Corporate Finance, Mergers & Acquisitions, Alternative Investments, Investments, Investment Properties, Trading, Investment Banking, Asset Management, Commodity, Fund Of Funds, Equities, FX trading, Venture Capital, Management, Portfolio Management, Commodity Markets, Valuation, Capital, Derivatives, Investment Management, Investor Relations, Asset Allocation, Investment Strategies, Fixed Income, Capital Markets, Equity Research, Financial Structuring, Financial Markets, Investment Advisory, Bonds, Options, Private Placements, Funding, Securities
Education
Boston University Questrom School of Business 1976 — 1980
Robert Maltempi's DLJ Experience 1998 - 2001
Job AVP at Barclays Capital
Industry Banking
Experience
Barclays Capital November 2007 - Present
Bank of America 1999 - March 2001
DLJ 1998 - 2001
Bridge 3 1995 - 1998
Reuters 1990 - 1997
Skills
Equities, Market Data
Education
City University of New York-Brooklyn College 1981 — 1986
BS, Economics and Finance
Barclays Capital November 2007 - Present
Bank of America 1999 - March 2001
DLJ 1998 - 2001
Bridge 3 1995 - 1998
Reuters 1990 - 1997
Skills
Equities, Market Data
Education
City University of New York-Brooklyn College 1981 — 1986
BS, Economics and Finance
Angela Liao's DLJ Experience 2000 - 2000
Job Senior Database Administrator at Barnes & Noble
Industry Information Technology and Services
Experience
Barnes & Noble March 2010 - Present
Fidelity Information Services March 2009 - March 2010
Barnes & Noble.com April 2005 - January 2009
Prudential Securities November 2000 - April 2005
DLJ 2000 - 2000
JP Morgan September 1996 - 2000
Skills
Performance Tuning, Data Warehousing, Business Intelligence, Unix Shell Scripting, SQL, Disaster Recovery, Microsoft SQL Server, Database Administration, ETL, Unix, Agile Methodologies, Database Design
Education
City University of New York City College 1988 — 1995
ME, Electrical Engineering
Barnes & Noble March 2010 - Present
Fidelity Information Services March 2009 - March 2010
Barnes & Noble.com April 2005 - January 2009
Prudential Securities November 2000 - April 2005
DLJ 2000 - 2000
JP Morgan September 1996 - 2000
Skills
Performance Tuning, Data Warehousing, Business Intelligence, Unix Shell Scripting, SQL, Disaster Recovery, Microsoft SQL Server, Database Administration, ETL, Unix, Agile Methodologies, Database Design
Education
City University of New York City College 1988 — 1995
ME, Electrical Engineering
Rick Deitch's DLJ Experience 1990 - 2000
Job Private Equity Investor
Industry Investment Management
Experience
RSR Finance, LLC 2003 - Present
SG Cowen September 2000 - April 2003
Donaldson, Lufkin & Jenrette 1990 - 2000
DLJ 1990 - 2000
Skills
Investments, Investment Banking, Finance, Management, Outsourcing, Banking, Data Center, Private Equity, Venture Capital, Valuation, IT Service Management, Financial Modeling, Mergers & Acquisitions, Equities, Due Diligence, Corporate Development, Alternative Investments, Capital Markets, Corporate Finance, LBO, Start-ups, Private Placements
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Entrepreneurial Management, Finance
Rose-Hulman Institute of Technology 1981 — 1985
BS, Double Major: Economics/Chemical Eng.
RSR Finance, LLC 2003 - Present
SG Cowen September 2000 - April 2003
Donaldson, Lufkin & Jenrette 1990 - 2000
DLJ 1990 - 2000
Skills
Investments, Investment Banking, Finance, Management, Outsourcing, Banking, Data Center, Private Equity, Venture Capital, Valuation, IT Service Management, Financial Modeling, Mergers & Acquisitions, Equities, Due Diligence, Corporate Development, Alternative Investments, Capital Markets, Corporate Finance, LBO, Start-ups, Private Placements
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Entrepreneurial Management, Finance
Rose-Hulman Institute of Technology 1981 — 1985
BS, Double Major: Economics/Chemical Eng.
David Filippone's DLJ Experience July 1998 - March 2000
Job President at Power 10 Media
Industry Internet
Experience
Power 10 Media March 2010 - Present
Sports Properties Acquisition Corp April 2009 - March 2010
Bank of America March 2004 - February 2009
One Equity Partners February 2003 - January 2004
Gilbert Global Equity Partners March 2000 - October 2002
DLJ July 1998 - March 2000
Donaldson, Lufkin & Jenrette July 1996 - July 1998
Smith Barney June 1995 - June 1996
Skills
Investments, Equities, Financial Analysis, Financial Modeling, Capital Markets, Investment Banking, Valuation, Securities, Corporate Finance, Alternative Investments, Start-ups, SEO, Inbound Marketing, Information Architecture, SEM, Business Development, Mergers & Acquisitions, Private Equity, Online Marketing
Education
Brown University 1991 — 1995
Bachelor's degree, English Literature
Kent School 1989 — 1991
Power 10 Media March 2010 - Present
Sports Properties Acquisition Corp April 2009 - March 2010
Bank of America March 2004 - February 2009
One Equity Partners February 2003 - January 2004
Gilbert Global Equity Partners March 2000 - October 2002
DLJ July 1998 - March 2000
Donaldson, Lufkin & Jenrette July 1996 - July 1998
Smith Barney June 1995 - June 1996
Skills
Investments, Equities, Financial Analysis, Financial Modeling, Capital Markets, Investment Banking, Valuation, Securities, Corporate Finance, Alternative Investments, Start-ups, SEO, Inbound Marketing, Information Architecture, SEM, Business Development, Mergers & Acquisitions, Private Equity, Online Marketing
Education
Brown University 1991 — 1995
Bachelor's degree, English Literature
Kent School 1989 — 1991
Irene Sarafanov's DLJ Experience 1998 - 2000
Job QA Analyst at Bank of America
Industry Investment Banking
Experience
Bank of America Sr QA AnalystBanc of America Securities2003 - Present
Bloomberg Tradebook November 2005 - August 2006
i-Deal LLC 2000 - 2004
Ipreo (aka i-Deal LLC) 2000 - 2004
Credit Suisse 1998 - 2000
DLJ 1998 - 2000
Skills
Agile Methodologies, SDLC, Quality Center, Manual Testing, Software Quality..., User Acceptance Testing, Quality Assurance, Regression Testing, Test Planning, Selenium, QTP, Requirements Analysis, LoadRunner
Education
Transporta un Sakaru Instituts 1977 — 1982
BE, Computer Science
Bank of America Sr QA AnalystBanc of America Securities2003 - Present
Bloomberg Tradebook November 2005 - August 2006
i-Deal LLC 2000 - 2004
Ipreo (aka i-Deal LLC) 2000 - 2004
Credit Suisse 1998 - 2000
DLJ 1998 - 2000
Skills
Agile Methodologies, SDLC, Quality Center, Manual Testing, Software Quality..., User Acceptance Testing, Quality Assurance, Regression Testing, Test Planning, Selenium, QTP, Requirements Analysis, LoadRunner
Education
Transporta un Sakaru Instituts 1977 — 1982
BE, Computer Science
Angelo Argento's DLJ Experience 1992 - 2000
Job Seeking New Opportunities Listed Derivatives Operations
Industry Investment Banking
Experience
Credit Suisse September 1992 - January 2012
DLJ 1992 - 2000
Skills
Derivatives, Options, Investment Banking, Middle Office, Fixed Income, CDS, FX, Back Office, Commodities, Settlements, Interest Rate..., Commodity, Bonds, GMI, Series 7, SWIFT, Series 63, Hedge Funds, Rolf&Nolan, IRS, Customer Service, Settlement Services, Cash Management, Security Clearance, Corporate bonds, Municipal Bonds, ETD, DTC, Microsoft Office, Microsoft Excel, Microsoft Word, FX Options, Settlement, Financial Services, Collateral Management, Banking, Electronic Trading, Trading Systems, Equity Derivatives, Securities Lending, Bloomberg, Structured Products
Education
CUNY New York City College of Technology
Credit Suisse September 1992 - January 2012
DLJ 1992 - 2000
Skills
Derivatives, Options, Investment Banking, Middle Office, Fixed Income, CDS, FX, Back Office, Commodities, Settlements, Interest Rate..., Commodity, Bonds, GMI, Series 7, SWIFT, Series 63, Hedge Funds, Rolf&Nolan, IRS, Customer Service, Settlement Services, Cash Management, Security Clearance, Corporate bonds, Municipal Bonds, ETD, DTC, Microsoft Office, Microsoft Excel, Microsoft Word, FX Options, Settlement, Financial Services, Collateral Management, Banking, Electronic Trading, Trading Systems, Equity Derivatives, Securities Lending, Bloomberg, Structured Products
Education
CUNY New York City College of Technology
Cranford Stoudemire's DLJ Experience 1999 - 2001
Job MD at Butler Capital Partners
Industry Investment Management
Experience
Butler Capital Partners February 2003 - Present
Guggenheim Partners 2000 - 2002
DLJ 1999 - 2001
UBS 1990 - 1999
US Navy 1972 - 1975
Skills
Hedge Funds, Wealth Management, Private Equity, Alternative Investments, Asset Management, Capital Markets, Fixed Income, Equities, Asset Managment, Bonds, Fund Of Funds
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance
University of North Carolina at Chapel Hill 1968 — 1972
Political Science
Deerfield Academy
Butler Capital Partners February 2003 - Present
Guggenheim Partners 2000 - 2002
DLJ 1999 - 2001
UBS 1990 - 1999
US Navy 1972 - 1975
Skills
Hedge Funds, Wealth Management, Private Equity, Alternative Investments, Asset Management, Capital Markets, Fixed Income, Equities, Asset Managment, Bonds, Fund Of Funds
Education
Columbia University - Columbia Business School 1977 — 1979
MBA, Finance
University of North Carolina at Chapel Hill 1968 — 1972
Political Science
Deerfield Academy
Vinny Hau's DLJ Experience 1990 - 2006
Job DBA at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2008 - Present
Morgan Stanley September 2006 - June 2008
Credit Suisse 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1990 - 2006
DLJ 1990 - 2006
Donaldson, Lufkin & Jenrette 1990 - 2006
Skills
Trading Systems
Education
Rochester Institute of Technology 1977 — 1982
Bachelor of Science (B.S.), Computer Science
Brown Brothers Harriman June 2008 - Present
Morgan Stanley September 2006 - June 2008
Credit Suisse 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1990 - 2006
DLJ 1990 - 2006
Donaldson, Lufkin & Jenrette 1990 - 2006
Skills
Trading Systems
Education
Rochester Institute of Technology 1977 — 1982
Bachelor of Science (B.S.), Computer Science
Hoi Fong, cpa's DLJ Experience 1996 - 1999
Job Dir of Investment Accounting & Reporting at ICG
Industry Financial Services
Experience
ICG April 2010 - Present
SPARX Asset Management Co., Ltd. 2004 - 2010
Wippoorwill Associates 2003 - 2004
Credit Suisse January 2000 - June 2003
DLJ 1996 - 1999
pershing 1996 - 1999
Skills
Hedge Funds, Mutual Funds, Portfolio Management, Alternative Investments, Investments, Accounting, Equities, Fixed Income, Financial Analysis, Private Equity
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2002
MBA, Accounting
Queens College 1992 — 1996
BA, Economics
ICG April 2010 - Present
SPARX Asset Management Co., Ltd. 2004 - 2010
Wippoorwill Associates 2003 - 2004
Credit Suisse January 2000 - June 2003
DLJ 1996 - 1999
pershing 1996 - 1999
Skills
Hedge Funds, Mutual Funds, Portfolio Management, Alternative Investments, Investments, Accounting, Equities, Fixed Income, Financial Analysis, Private Equity
Education
St. John's University, The Peter J. Tobin College of Business 2000 — 2002
MBA, Accounting
Queens College 1992 — 1996
BA, Economics
Chris Schoen's DLJ Experience March 2000 - September 2000
Job Partner/Portfolio Manager at Seer Capital Management
Industry Financial Services
Experience
Seer Capital Management August 2008 - Present
Credit Suisse September 2000 - January 2008
DLJ March 2000 - September 2000
Paine Webber March 1996 - March 2000
Smith Barney March 1995 - March 1996
Prudential Securities September 1991 - March 1995
Deloitte & Touche June 1988 - September 1991
Education
Hampden-Sydney College 1984 — 1988
BA, Math/Computer Science
Seer Capital Management August 2008 - Present
Credit Suisse September 2000 - January 2008
DLJ March 2000 - September 2000
Paine Webber March 1996 - March 2000
Smith Barney March 1995 - March 1996
Prudential Securities September 1991 - March 1995
Deloitte & Touche June 1988 - September 1991
Education
Hampden-Sydney College 1984 — 1988
BA, Math/Computer Science
Sandra Gorney's DLJ Experience January 2000 - January 2001
Job Teacher at Catapult Learning
Industry Education Management
Experience
Educate, Inc January 2002 - Present
Accenture January 2000 - January 2002
DLJ January 2000 - January 2001
PricewaterhouseCoopers August 1997 - June 2000
CNA 1996 - 2000
Skills
Teaching, Leadership, Public Speaking, Strategic Planning, Photoshop, Marketing Strategy, Illustrator, Social Media, InDesign, Marketing Communications, Coaching, Graphic Design, Program Management, Integrated Marketing, Microsoft Office, Team Leadership, Leadership Development, Team Building, Change Management, Print, New Business Development, Public Relations, Staff Development
Education
Dominican University 2002 — 2006
MAT, Teaching
Northern Illinois University 1980 — 1984
Journalism, English/Art
Educate, Inc January 2002 - Present
Accenture January 2000 - January 2002
DLJ January 2000 - January 2001
PricewaterhouseCoopers August 1997 - June 2000
CNA 1996 - 2000
Skills
Teaching, Leadership, Public Speaking, Strategic Planning, Photoshop, Marketing Strategy, Illustrator, Social Media, InDesign, Marketing Communications, Coaching, Graphic Design, Program Management, Integrated Marketing, Microsoft Office, Team Leadership, Leadership Development, Team Building, Change Management, Print, New Business Development, Public Relations, Staff Development
Education
Dominican University 2002 — 2006
MAT, Teaching
Northern Illinois University 1980 — 1984
Journalism, English/Art
Daniel Mena's DLJ Experience June 1999 - December 2000
Job Financial Services Professional
Industry Financial Services
Experience
Credit Agricole CIB April 2010 - Present
Merrill Lynch February 2002 - February 2009
DLJ June 1999 - December 2000
Morgan Stanley February 1993 - May 1999
Skills
Emerging Markets, Trading, Management, Capital Markets, Bloomberg, Credit Analysis, Investments, Credit Risk, Financial Markets, High Yield, Banking, Derivatives, Credit, Investment Banking, Portfolio Management, Bonds
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
Princeton University 1978 — 1982
Psychology
Credit Agricole CIB April 2010 - Present
Merrill Lynch February 2002 - February 2009
DLJ June 1999 - December 2000
Morgan Stanley February 1993 - May 1999
Skills
Emerging Markets, Trading, Management, Capital Markets, Bloomberg, Credit Analysis, Investments, Credit Risk, Financial Markets, High Yield, Banking, Derivatives, Credit, Investment Banking, Portfolio Management, Bonds
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA), Finance, General
Princeton University 1978 — 1982
Psychology
Anthony Maneri's DLJ Experience 1994 - 2000
Job Vice President at Credit Suisse
Industry Human Resources
Experience
Credit Suisse July 1996 - Present
DLJ 1994 - 2000
Skills
Investment Banking, Equities, Management, Asset Management, Capital Markets, Private Equity, Financial Services, Fixed Income, Hedge Funds, Mergers, Investments, Mergers & Acquisitions, Change Management, Process Improvement, Financial Modeling, Vendor Management, Corporate Finance, Performance Management
Education
Pace University - Lubin School of Business 1992 — 1996
MBA, Human Resources Manangeent
Credit Suisse July 1996 - Present
DLJ 1994 - 2000
Skills
Investment Banking, Equities, Management, Asset Management, Capital Markets, Private Equity, Financial Services, Fixed Income, Hedge Funds, Mergers, Investments, Mergers & Acquisitions, Change Management, Process Improvement, Financial Modeling, Vendor Management, Corporate Finance, Performance Management
Education
Pace University - Lubin School of Business 1992 — 1996
MBA, Human Resources Manangeent
Bob Hannigan's DLJ Experience 1990 - 1994
Job Aldwych Capital Partners Managing Director EM and Africa PE and Debt
Industry Financial Services
Experience
Aldwych Capital Partners 2012 - Present
Mizuho Securities USA Inc. 2011 - 2012
Knight Capital 2008 - 2011
CRT Capital 1997 - 2007
JP Morgan 1995 - 1997
DLJ 1990 - 1994
Skills
Fixed Income, Equities, Hedge Funds, Securities, Trading, Capital Markets, Asset Management, Bonds, Bloomberg
Education
Columbia Business School
MBA, Finance
Fordham Preparatory
Fordham Preparatory
Williams College
BA, Economics
Aldwych Capital Partners 2012 - Present
Mizuho Securities USA Inc. 2011 - 2012
Knight Capital 2008 - 2011
CRT Capital 1997 - 2007
JP Morgan 1995 - 1997
DLJ 1990 - 1994
Skills
Fixed Income, Equities, Hedge Funds, Securities, Trading, Capital Markets, Asset Management, Bonds, Bloomberg
Education
Columbia Business School
MBA, Finance
Fordham Preparatory
Fordham Preparatory
Williams College
BA, Economics
david diep's DLJ Experience 2000 - 2001
Job Analyst at Hsbc bank usa
Industry Banking
Experience
Hsbc bank usa September 2010 - Present
hsbc bank usa February 2008 - January 2010
Bank USA, NA February 2008 - January 2010
Suisse USA, Inc September 2007 - February 2008
Kingdom Realty March 2004 - August 2007
Lehman Brothers, Inc May 2000 - March 2004
Lehman Brothers Bank 2002 - 2004
DLJ 2000 - 2001
The Fuji Bank and Trust February 1998 - May 2000
Corporate Trust Structured Finance Services December 1996 - February 1998
Education
Binghamton University 1988 — 1991
BA, Mathematic
Binghamton University 1988 — 1991
BA, Mathematics
Hsbc bank usa September 2010 - Present
hsbc bank usa February 2008 - January 2010
Bank USA, NA February 2008 - January 2010
Suisse USA, Inc September 2007 - February 2008
Kingdom Realty March 2004 - August 2007
Lehman Brothers, Inc May 2000 - March 2004
Lehman Brothers Bank 2002 - 2004
DLJ 2000 - 2001
The Fuji Bank and Trust February 1998 - May 2000
Corporate Trust Structured Finance Services December 1996 - February 1998
Education
Binghamton University 1988 — 1991
BA, Mathematic
Binghamton University 1988 — 1991
BA, Mathematics
J Christopher Browne's DLJ Experience 1995 - 1997
Job CFO Jim Browne Automotive Group
Industry Automotive
Experience
Jim Browne Automotive Group February 2011 - Present
Four Leaf Trading April 2008 - January 2011
Gelber Group LLC January 2009 - April 2010
Breakwater Trading 2002 - 2008
Breakwater llc. 2001 - 2006
ACA 1997 - 2002
DLJ 1995 - 1997
Skills
Fixed Income
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
MBA
Muhlenberg College 1988 — 1992
Jim Browne Automotive Group February 2011 - Present
Four Leaf Trading April 2008 - January 2011
Gelber Group LLC January 2009 - April 2010
Breakwater Trading 2002 - 2008
Breakwater llc. 2001 - 2006
ACA 1997 - 2002
DLJ 1995 - 1997
Skills
Fixed Income
Education
University of Notre Dame - Mendoza College of Business 2001 — 2003
MBA
Muhlenberg College 1988 — 1992
Rajarshi Ghosh's DLJ Experience 2000 - 2000
Job Equal Equity Partner and CTO at YJR LLC
Industry Financial Services
Experience
YJR LLC 2013 - Present
Innova Solutions LLC 2012 - Present
UBS 2003 - 2014
Credit Suisse First Boston January 2000 - July 2003
DLJ 2000 - 2000
Skills
Business Analysis, Capital Markets, Derivatives, Enterprise Architecture, Equities, Equity Derivatives, Equity Trading, Exchange Connectivity, FX Options, Fixed Income, IT Strategy, Investment Banking, Low Latency, Market Data, Options, Perl, Reference Data, SDLC, Trading, Sybase, Trading Systems, Unix, Electronic Trading, SQL
Education
Marist College 1997 — 1999
M.S., Software Development
Adelphi University 1990 — 1993
B.S, Computer Science
St. Xaviers Kolkata, India
YJR LLC 2013 - Present
Innova Solutions LLC 2012 - Present
UBS 2003 - 2014
Credit Suisse First Boston January 2000 - July 2003
DLJ 2000 - 2000
Skills
Business Analysis, Capital Markets, Derivatives, Enterprise Architecture, Equities, Equity Derivatives, Equity Trading, Exchange Connectivity, FX Options, Fixed Income, IT Strategy, Investment Banking, Low Latency, Market Data, Options, Perl, Reference Data, SDLC, Trading, Sybase, Trading Systems, Unix, Electronic Trading, SQL
Education
Marist College 1997 — 1999
M.S., Software Development
Adelphi University 1990 — 1993
B.S, Computer Science
St. Xaviers Kolkata, India
Larry Loprete's DLJ Experience November 1993 - March 2001
Job Covering Compliance Officer for Equity Research
Industry Financial Services
Experience
Standard & Poor's August 2013 - Present
Standard & Poor's June 2009 - August 2013
Citigroup March 2001 - May 2009
DLJ November 1993 - March 2001
Education
Providence College
Standard & Poor's August 2013 - Present
Standard & Poor's June 2009 - August 2013
Citigroup March 2001 - May 2009
DLJ November 1993 - March 2001
Education
Providence College
Martin Keating's DLJ Experience 1992 - 2000
Job Managing Director at Cantor Commercial Real Estate
Industry Commercial Real Estate
Experience
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
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
Todd Lippiatt's DLJ Experience April 1998 - June 2000
Job CEO at Propellr
Industry Real Estate
Experience
Propellr May 2013 - Present
Aristone Realty Capital October 2010 - Present
Aristone Capital 2005 - 2010
DLJ April 1998 - June 2000
Morgan Stanley March 1995 - April 1998
Credit Suisse First Boston 1991 - 1995
Skills
Investments, Capital Markets, Credit, Mortgage Lending, Trading, Management, Real Estate Economics, Asset Management, Valuation, Due Diligence, Private Equity, Real Estate Development, Real Estate, Financial Modeling, Investment Properties, Financial Structuring, Hedge Funds, Real Estate Transactions, Brokerage, Disposition, Start-ups, Asset Managment, Commercial Real Estate, Entrepreneurship, Structured Finance, Venture Capital, Mezzanine, Mergers & Acquisitions, Corporate Finance
Education
Columbia University in the City of New York 2004 — 2006
Bio Chemistry
Brown University 1986 — 1991
BA/BS, Computer Science, Philosophy, Economics
Propellr May 2013 - Present
Aristone Realty Capital October 2010 - Present
Aristone Capital 2005 - 2010
DLJ April 1998 - June 2000
Morgan Stanley March 1995 - April 1998
Credit Suisse First Boston 1991 - 1995
Skills
Investments, Capital Markets, Credit, Mortgage Lending, Trading, Management, Real Estate Economics, Asset Management, Valuation, Due Diligence, Private Equity, Real Estate Development, Real Estate, Financial Modeling, Investment Properties, Financial Structuring, Hedge Funds, Real Estate Transactions, Brokerage, Disposition, Start-ups, Asset Managment, Commercial Real Estate, Entrepreneurship, Structured Finance, Venture Capital, Mezzanine, Mergers & Acquisitions, Corporate Finance
Education
Columbia University in the City of New York 2004 — 2006
Bio Chemistry
Brown University 1986 — 1991
BA/BS, Computer Science, Philosophy, Economics
Pat Conroy's DLJ Experience 1994 - 2000
Job Independent Financial Services Professional
Industry
Experience
Merrill 2001 - 2004
DLJ 1994 - 2000
Kidder Peabody 1985 - 1994
Skills
Options, Equity Derivatives, Equities, Financial Services, Securities, Portfolio Management, Trading, Bonds, Strategic Financial..., Asset Allocation, Bloomberg, Hedge Funds, Fixed Income, Equity Trading, Series 24, Equity Research, Trading Systems, Investment Banking, Electronic Trading, Investments, Series 7, Derivatives, Series 63, Structured Products, Wealth Management, Financial Markets, Capital Markets, Alternative Investments, Mutual Funds, Asset Management, Financial Analysis, Emerging Markets, Investment Management, Investment Strategies, Private Equity, ETFs, Investment Advisory, Financial Advisory, Valuation
Education
Columbia University in the City of New York
Bachelor's degree, Economics
Merrill 2001 - 2004
DLJ 1994 - 2000
Kidder Peabody 1985 - 1994
Skills
Options, Equity Derivatives, Equities, Financial Services, Securities, Portfolio Management, Trading, Bonds, Strategic Financial..., Asset Allocation, Bloomberg, Hedge Funds, Fixed Income, Equity Trading, Series 24, Equity Research, Trading Systems, Investment Banking, Electronic Trading, Investments, Series 7, Derivatives, Series 63, Structured Products, Wealth Management, Financial Markets, Capital Markets, Alternative Investments, Mutual Funds, Asset Management, Financial Analysis, Emerging Markets, Investment Management, Investment Strategies, Private Equity, ETFs, Investment Advisory, Financial Advisory, Valuation
Education
Columbia University in the City of New York
Bachelor's degree, Economics
Christian Briggs's DLJ Experience June 2000 - November 2000
Job Societe Generale
Industry Financial Services
Experience
Societe Generale April 2013 - Present
Deutsche Bank September 2010 - September 2012
HSBC January 2008 - July 2010
Morgan Stanley October 2003 - November 2007
Credit Suisse First Boston November 2000 - October 2003
DLJ June 2000 - November 2000
Skills
Fixed Income, Loans, Leveraged Finance, Private Equity, Finance, Restructuring, Equities, Syndications, Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Williams College 1989 — 1993
B.A., Economics
Loomis Chaffee 1986 — 1989
Societe Generale April 2013 - Present
Deutsche Bank September 2010 - September 2012
HSBC January 2008 - July 2010
Morgan Stanley October 2003 - November 2007
Credit Suisse First Boston November 2000 - October 2003
DLJ June 2000 - November 2000
Skills
Fixed Income, Loans, Leveraged Finance, Private Equity, Finance, Restructuring, Equities, Syndications, Valuation, Investment Banking, Capital Markets, Mergers & Acquisitions, Corporate Finance, Hedge Funds, Financial Modeling
Education
Columbia University - Columbia Business School 1998 — 1999
MBA, Finance
Williams College 1989 — 1993
B.A., Economics
Loomis Chaffee 1986 — 1989
Don Colbert's DLJ Experience 1996 - 2001
Job Director, Enterprise Risk Management at E*TRADE Financial Corporation
Industry Financial Services
Experience
E*TRADE Financial Corporation 2014 - Present
Pershing, a BNY Mellon company 2009 - 2014
Pershing LLC 2006 - 2009
Pershing LLC 1996 - 2006
Credit Suisse First Boston 2001 - 2003
DLJ 1996 - 2001
Pershing LLC 1998 - 2000
Education
Montclair State University
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.Sc.)
E*TRADE Financial Corporation 2014 - Present
Pershing, a BNY Mellon company 2009 - 2014
Pershing LLC 2006 - 2009
Pershing LLC 1996 - 2006
Credit Suisse First Boston 2001 - 2003
DLJ 1996 - 2001
Pershing LLC 1998 - 2000
Education
Montclair State University
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (B.Sc.)
Beth Colt's DLJ Experience 1987 - 1990
Job Woods Hole Inn LLC
Industry Hospitality
Experience
Woods Hole Inn LLC 2008 - Present
Gateway Management January 2005 - March 2008
Essential Entertainment January 1999 - June 2004
Atkinson Way Films January 1993 - January 1998
DLJ 1987 - 1990
Skills
Online Marketing, Photography, Blogging, Social Media Marketing, Writing, Copywriting, Social Networking, Public Relations, Event Planning, Facebook, Marketing Communications, Digital Photography, Entertainment, Press Releases, Community Building, Connector of People, Online Advertising, Brand Development, Public Speaking, Small Business, Marketing Strategy, Digital Media, Digital Marketing, Creative Direction, Entrepreneurship, Media Relations, Creative Writing, Strategic Partnerships, Strategic Planning, Social Media, Marketing
Education
Harvard University 1983 — 1987
BA, History & Literature
Milton Academy 1975 — 1983
Woods Hole Inn LLC 2008 - Present
Gateway Management January 2005 - March 2008
Essential Entertainment January 1999 - June 2004
Atkinson Way Films January 1993 - January 1998
DLJ 1987 - 1990
Skills
Online Marketing, Photography, Blogging, Social Media Marketing, Writing, Copywriting, Social Networking, Public Relations, Event Planning, Facebook, Marketing Communications, Digital Photography, Entertainment, Press Releases, Community Building, Connector of People, Online Advertising, Brand Development, Public Speaking, Small Business, Marketing Strategy, Digital Media, Digital Marketing, Creative Direction, Entrepreneurship, Media Relations, Creative Writing, Strategic Partnerships, Strategic Planning, Social Media, Marketing
Education
Harvard University 1983 — 1987
BA, History & Literature
Milton Academy 1975 — 1983
narendra maharaj's DLJ Experience 1994 - 2000
Job VP at Barclays Capital
Industry Investment Banking
Experience
Barclays Capital March 2007 - Present
Bear Stearns 2005 - 2007
Goldman Sachs 2000 - 2005
DLJ 1994 - 2000
Skills
Equities, Trading Systems, Electronic Trading, Fixed Income, Market Data, Derivatives, Low Latency, Equity Trading, Options, Exchange Connectivity, Prime Brokerage, Equity Derivatives, Capital Markets, Risk Management, Investment Banking
Education
City University of New York
Master's Degree, Mathematics and Computer Science
Barclays Capital March 2007 - Present
Bear Stearns 2005 - 2007
Goldman Sachs 2000 - 2005
DLJ 1994 - 2000
Skills
Equities, Trading Systems, Electronic Trading, Fixed Income, Market Data, Derivatives, Low Latency, Equity Trading, Options, Exchange Connectivity, Prime Brokerage, Equity Derivatives, Capital Markets, Risk Management, Investment Banking
Education
City University of New York
Master's Degree, Mathematics and Computer Science
Elan Schultz's DLJ Experience 1992 - 1997
Job Founding Partner at TriSpan
Industry Venture Capital & Private Equity
Experience
TriSpan February 2015 - Present
Quilvest USA, Inc. 2005 - Present
SG Cowen 1997 - 2004
DLJ 1992 - 1997
Alvarez & Marsal 1989 - 1992
DLJ 1986 - 1988
Education
Stanford Business School 1988 — 1990
MBA
The University of Texas at Austin 1979 — 1985
BBA
TriSpan February 2015 - Present
Quilvest USA, Inc. 2005 - Present
SG Cowen 1997 - 2004
DLJ 1992 - 1997
Alvarez & Marsal 1989 - 1992
DLJ 1986 - 1988
Education
Stanford Business School 1988 — 1990
MBA
The University of Texas at Austin 1979 — 1985
BBA
Bill King's DLJ Experience July 1998 - February 2000
Job Chief Investment Officer and Head of Asset Management Carrington Holding Co
Industry Financial Services
Experience
Carrington Holding Co May 2012 - December 2013
Citadel Investment Group August 2008 - March 2011
J.P. Morgan Securities Inc. 2005 - 2008
JP Morgan March 2004 - November 2004
JP Morgan March 2000 - March 2004
DLJ July 1998 - February 2000
DLJ June 1996 - July 1998
Merrill Lynch January 1993 - June 1996
Skills
Fixed Income, Hedge Funds, Capital Markets, MBS, Asset Managment, ABS, Portfolio Management, Alternative Investments, Derivatives, Trading, Securitization, Investments, Investment Banking, Asset Management, Financial Markets, Options, Structured Products, Bonds, Mortgage Lending, Structured Finance, Securities, Financial Structuring, Bloomberg
Education
New York University 1991 — 1998
MBA, Finance
Syracuse University 1985 — 1989
BS, Finance, General
Xavier High School
Xavier High School
Carrington Holding Co May 2012 - December 2013
Citadel Investment Group August 2008 - March 2011
J.P. Morgan Securities Inc. 2005 - 2008
JP Morgan March 2004 - November 2004
JP Morgan March 2000 - March 2004
DLJ July 1998 - February 2000
DLJ June 1996 - July 1998
Merrill Lynch January 1993 - June 1996
Skills
Fixed Income, Hedge Funds, Capital Markets, MBS, Asset Managment, ABS, Portfolio Management, Alternative Investments, Derivatives, Trading, Securitization, Investments, Investment Banking, Asset Management, Financial Markets, Options, Structured Products, Bonds, Mortgage Lending, Structured Finance, Securities, Financial Structuring, Bloomberg
Education
New York University 1991 — 1998
MBA, Finance
Syracuse University 1985 — 1989
BS, Finance, General
Xavier High School
Xavier High School
Clarke Adams's DLJ Experience 1996 - August 2000
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley April 2010 - Present
Goldman Sachs August 2007 - April 2010
Credit Suisse August 2000 - August 2007
DLJ 1996 - August 2000
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 1988 — 1992
BA, Economics
Unionville
Morgan Stanley April 2010 - Present
Goldman Sachs August 2007 - April 2010
Credit Suisse August 2000 - August 2007
DLJ 1996 - August 2000
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Franklin & Marshall College 1988 — 1992
BA, Economics
Unionville
Vincent DeGiaimo's DLJ Experience 1979 - 2000
Job CEO at Ridge Croft Capital Advisory LLC
Industry
Experience
Ridge Croft Capital Advisory LLC January 2009 - Present
Muirfield Capital Management February 2004 - January 2009
Credit Suisse November 2000 - March 2003
Donaldson, Lufkin & Jenrette 1979 - 2000
DLJ 1979 - 2000
Skills
Asset Allocation, Venture Capital, Equities, Investment Banking, Hedge Funds, Vendor Management, Due Diligence, Asset Management, Finance, Management, Mergers & Acquisitions, Private Equity, Financial Analysis, Financial Advisory, Alternative Investments, Start-ups, Strategy, Valuation, Financial Modeling, Fixed Income, Corporate Finance, M&A experience, Capital Markets, Investments, Series 7
Education
Columbia University - Columbia Business School 2011 — 2011
Certificate, Non Profit Management
St.Francis College 1968 — 1972
BS, Accounting
Ridge Croft Capital Advisory LLC January 2009 - Present
Muirfield Capital Management February 2004 - January 2009
Credit Suisse November 2000 - March 2003
Donaldson, Lufkin & Jenrette 1979 - 2000
DLJ 1979 - 2000
Skills
Asset Allocation, Venture Capital, Equities, Investment Banking, Hedge Funds, Vendor Management, Due Diligence, Asset Management, Finance, Management, Mergers & Acquisitions, Private Equity, Financial Analysis, Financial Advisory, Alternative Investments, Start-ups, Strategy, Valuation, Financial Modeling, Fixed Income, Corporate Finance, M&A experience, Capital Markets, Investments, Series 7
Education
Columbia University - Columbia Business School 2011 — 2011
Certificate, Non Profit Management
St.Francis College 1968 — 1972
BS, Accounting
Alicia Martinez, CTP's DLJ Experience 1998 - 2000
Job Vice President at CIT Group
Industry Financial Services
Experience
CIT June 2012 - Present
Marsh & McLennan Companies, Inc. 2011 - 2012
Marsh & McLennan Companies, Inc. 2009 - 2011
Marsh & McLennan Companies, Inc. 2004 - 2009
Marsh & McLennan Companies, Inc. 2002 - 2004
Refco, LLC 2001 - 2002
Lehman Brothers Holdings Inc. 2000 - 2001
DLJ 1998 - 2000
Elf Aquitaine 1993 - 1998
Elf Aquitaine 1993 - 1998
Skills
Cash Management, Treasury, Sarbanes-Oxley Act
Education
Marist College
MBA
Fordham University 1994 — 1998
BS, Managerial Accounting & Finance
CIT June 2012 - Present
Marsh & McLennan Companies, Inc. 2011 - 2012
Marsh & McLennan Companies, Inc. 2009 - 2011
Marsh & McLennan Companies, Inc. 2004 - 2009
Marsh & McLennan Companies, Inc. 2002 - 2004
Refco, LLC 2001 - 2002
Lehman Brothers Holdings Inc. 2000 - 2001
DLJ 1998 - 2000
Elf Aquitaine 1993 - 1998
Elf Aquitaine 1993 - 1998
Skills
Cash Management, Treasury, Sarbanes-Oxley Act
Education
Marist College
MBA
Fordham University 1994 — 1998
BS, Managerial Accounting & Finance
Caren Howley's DLJ Experience March 1999 - April 2001
Job Associate Director Leonard W. Wood Center for Real Estate Studies at UNC KenanFlagler
Industry Nonprofit Organization Management
Experience
UNC Kenan-Flagler July 2015 - Present
UNC Kenan-Flagler October 2013 - July 2015
Parents for Educational Freedom of North Carolina April 2013 - October 2013
None November 2011 - March 2013
The Partnership for Inner-City Education October 2010 - June 2011
The Endowment For Inner-City Education June 2003 - September 2010
DLJ March 1999 - April 2001
Credit Suisse First Boston Corporation August 1996 - March 1999
Credit Suisse First Boston Corporation July 1991 - June 1994
Skills
Fundraising, Nonprofits, Strategy, Strategic Planning, Board Development, Grants, Program Management, Philanthropy, Social Entrepreneurship, Non-profit..., Career Counseling, Employer Engagement, Resume Writing, Career Development, Grant Administration, Talent Management, Program Development, Business Strategy, Non-profits, Community Outreach, Grant Writing, Staff Development, Performance Appraisal, Stewardship, Budgets, Mergers, Finance, Human Resource Planning, Recruiting, Volunteer Management, Cover Letters
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
Stanford University Graduate School of Education 1994 — 1996
MA
Amherst College 1987 — 1991
BA
UNC Kenan-Flagler July 2015 - Present
UNC Kenan-Flagler October 2013 - July 2015
Parents for Educational Freedom of North Carolina April 2013 - October 2013
None November 2011 - March 2013
The Partnership for Inner-City Education October 2010 - June 2011
The Endowment For Inner-City Education June 2003 - September 2010
DLJ March 1999 - April 2001
Credit Suisse First Boston Corporation August 1996 - March 1999
Credit Suisse First Boston Corporation July 1991 - June 1994
Skills
Fundraising, Nonprofits, Strategy, Strategic Planning, Board Development, Grants, Program Management, Philanthropy, Social Entrepreneurship, Non-profit..., Career Counseling, Employer Engagement, Resume Writing, Career Development, Grant Administration, Talent Management, Program Development, Business Strategy, Non-profits, Community Outreach, Grant Writing, Staff Development, Performance Appraisal, Stewardship, Budgets, Mergers, Finance, Human Resource Planning, Recruiting, Volunteer Management, Cover Letters
Education
Stanford University Graduate School of Business 1994 — 1996
MBA
Stanford University Graduate School of Education 1994 — 1996
MA
Amherst College 1987 — 1991
BA
Peter Yuen's DLJ Experience 1992 - 2000
Job Director at Societe Generale US
Industry Investment Banking
Experience
Societe Generale US November 2010 - Present
Abel Noser Solutions 2008 - 2010
JPMorgan Chase 2006 - 2008
Lehman Brothers 2000 - 2006
DLJ 1992 - 2000
Skills
Series 7, Series 63, Equity Trading, Electronic Trading, Equities, Trading, Bloomberg, Trading Systems, Relationship Management, Bloomberg Terminal, Fixed Income, Hedge Funds, Capital Markets, Securities, Portfolio Management, Investments, Financial Markets, Alternative Investments, ETFs, Derivatives, Structured Products, Equity Derivatives, Options, Investment Banking
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Economics and Finance
Societe Generale US November 2010 - Present
Abel Noser Solutions 2008 - 2010
JPMorgan Chase 2006 - 2008
Lehman Brothers 2000 - 2006
DLJ 1992 - 2000
Skills
Series 7, Series 63, Equity Trading, Electronic Trading, Equities, Trading, Bloomberg, Trading Systems, Relationship Management, Bloomberg Terminal, Fixed Income, Hedge Funds, Capital Markets, Securities, Portfolio Management, Investments, Financial Markets, Alternative Investments, ETFs, Derivatives, Structured Products, Equity Derivatives, Options, Investment Banking
Education
Fairleigh Dickinson University
Bachelor of Science (BS), Economics and Finance
Swathi Gabbita's DLJ Experience May 1997 - September 1997
Job Senior Director, Business Applications at The College Board
Industry Education Management
Experience
The College Board October 2012 - Present
The College Board May 2011 - October 2012
The College Board June 2006 - May 2011
The College Board April 2004 - June 2006
Mantas May 2003 - April 2004
Mantas April 2001 - May 2003
Winstar Communications April 2000 - April 2001
MCI Corporation September 1997 - April 2000
DLJ May 1997 - September 1997
Ethicon January 1997 - May 1997
Skills
Enterprise Architecture, SOA, Technology Integration, SDLC, IT Strategy, RUP, Business Architecture, Data Warehousing, Information Architecture, Application Architecture, Program Management, Performance Engineering, Distributed Systems
Education
Indian Institute of Technology, Kharagpur 1991 — 1993
Master of Technology (M.Tech.), Industrial Engineering and Management (Systems), 3.8
Andhra University College of Engineering 1987 — 1991
B.Tech
The College Board October 2012 - Present
The College Board May 2011 - October 2012
The College Board June 2006 - May 2011
The College Board April 2004 - June 2006
Mantas May 2003 - April 2004
Mantas April 2001 - May 2003
Winstar Communications April 2000 - April 2001
MCI Corporation September 1997 - April 2000
DLJ May 1997 - September 1997
Ethicon January 1997 - May 1997
Skills
Enterprise Architecture, SOA, Technology Integration, SDLC, IT Strategy, RUP, Business Architecture, Data Warehousing, Information Architecture, Application Architecture, Program Management, Performance Engineering, Distributed Systems
Education
Indian Institute of Technology, Kharagpur 1991 — 1993
Master of Technology (M.Tech.), Industrial Engineering and Management (Systems), 3.8
Andhra University College of Engineering 1987 — 1991
B.Tech
Geralyn Spencer's DLJ Experience 1982 - 2001
Job Legal Secretary at Kramer Levin Naftalis & Frankel LLP
Industry Law Practice
Experience
Kramer Levin Naftalis & Frankel LLP October 2002 - Present
DLJ 1982 - 2001
Education
City University of New York City College
Special Education and Teaching
Kramer Levin Naftalis & Frankel LLP October 2002 - Present
DLJ 1982 - 2001
Education
City University of New York City College
Special Education and Teaching
David Hurwitz's DLJ Experience 1993 - 2002
Job Portfolio Manager at SC Fundamental LLC
Industry Financial Services
Experience
SC Fundamental LLC 2002 - Present
DLJ 1993 - 2002
Education
Duke University 1986 — 1990
Bachelor of Arts (B.A.)
Kinkaid 1973 — 1986
SC Fundamental LLC 2002 - Present
DLJ 1993 - 2002
Education
Duke University 1986 — 1990
Bachelor of Arts (B.A.)
Kinkaid 1973 — 1986
Erica Dembski-Hansen's DLJ Experience 1995 - 2000
Job Human Resource Manager at ZUUS Media
Industry Entertainment
Experience
ZUUS Media January 2012 - Present
DLJ 1995 - 2000
Skills
Social Media, Entertainment, Television, Music, Music Videos, Management, Sales, Digital Media, Social Media Marketing, Marketing, Strategic Planning, New Media, Advertising
Education
Cranbury School
Lawrence High
Muhlenberg College
ZUUS Media January 2012 - Present
DLJ 1995 - 2000
Skills
Social Media, Entertainment, Television, Music, Music Videos, Management, Sales, Digital Media, Social Media Marketing, Marketing, Strategic Planning, New Media, Advertising
Education
Cranbury School
Lawrence High
Muhlenberg College
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
Swiss Bank Corporation