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
Sarah Bradley Sarah Bradley's DLJ Experience November 1999 - July 2001
Job Partner at Kainos Capital
Industry Venture Capital & Private Equity
Experience
Kainos Capital September 2011 - Present
Investcorp September 2008 - September 2011
Deutsche Bank August 2004 - August 2008
Citi July 2001 - July 2004
DLJ November 1999 - July 2001
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Management, Venture Capital, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Mergers, LBO, Alternative Investments, Hedge Funds, Business Development, Investments, Capital Markets, Corporate Development, Fundraising
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1995
MPA, Business and Accounting
Kainos Capital September 2011 - Present
Investcorp September 2008 - September 2011
Deutsche Bank August 2004 - August 2008
Citi July 2001 - July 2004
DLJ November 1999 - July 2001
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Management, Venture Capital, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Mergers, LBO, Alternative Investments, Hedge Funds, Business Development, Investments, Capital Markets, Corporate Development, Fundraising
Education
The University of Texas at Austin - The Red McCombs School of Business 1990 — 1995
MPA, Business and Accounting
Christie Caceres Christie Caceres's DLJ Experience 2000 - 2001
Job Director, Business Development at Foley & Lardner LLP
Industry Legal Services
Experience
Foley & Lardner LLP National Client Development ManagerFoley & Lardner LLPOctober 2006 - Present
Seyfarth Shaw November 2005 - October 2006
Foley & Lardner LLP August 2001 - October 2005
DLJ 2000 - 2001
McBride Baker & Coles September 1997 - January 2000
Skills
Marketing Communications, New Business Development, Marketing Strategy, Business Development, Corporate Communications, Strategic Planning, Proposal Writing, Internal Communications, Social Media, Marketing, Email Marketing, Integrated Marketing, Competitive Analysis, CRM, Event Planning, Strategy, Digital Marketing, Strategic Partnerships, Lead Generation, Social Media Marketing
Education
University of Missouri-Columbia 1993 — 1997
Bachelor of Journalism, Advertising
Foley & Lardner LLP National Client Development ManagerFoley & Lardner LLPOctober 2006 - Present
Seyfarth Shaw November 2005 - October 2006
Foley & Lardner LLP August 2001 - October 2005
DLJ 2000 - 2001
McBride Baker & Coles September 1997 - January 2000
Skills
Marketing Communications, New Business Development, Marketing Strategy, Business Development, Corporate Communications, Strategic Planning, Proposal Writing, Internal Communications, Social Media, Marketing, Email Marketing, Integrated Marketing, Competitive Analysis, CRM, Event Planning, Strategy, Digital Marketing, Strategic Partnerships, Lead Generation, Social Media Marketing
Education
University of Missouri-Columbia 1993 — 1997
Bachelor of Journalism, Advertising
Andrew Nadel Andrew Nadel's DLJ Experience August 1993 - October 1993
Job Founder and CoOwner, Pride Products
Industry Marketing and Advertising
Experience
Pride Products Distributors, distributor of promotional products August 1997 - Present
Entrepreneurial Exploration November 1993 - July 1997
DLJ August 1993 - October 1993
Reinoso & Company July 1988 - July 1993
LF Rothschild Unterberg Towbin July 1986 - July 1988
Skills
Sales, Email Marketing, Entrepreneurship, Marketing, Marketing Strategy, Start-ups, Direct Marketing, Trade Shows, Real Estate, Online Advertising, Social Media Marketing, Due Diligence, Budgets, Publishing, Time Management, Customer Service, Account Management, Marketing Communications, Newsletters, Strategic Partnerships, Business Development, Social Media
Education
University of Pennsylvania - The Wharton School 1979 — 1983
Horace Greeley 1975 — 1979
Pride Products Distributors, distributor of promotional products August 1997 - Present
Entrepreneurial Exploration November 1993 - July 1997
DLJ August 1993 - October 1993
Reinoso & Company July 1988 - July 1993
LF Rothschild Unterberg Towbin July 1986 - July 1988
Skills
Sales, Email Marketing, Entrepreneurship, Marketing, Marketing Strategy, Start-ups, Direct Marketing, Trade Shows, Real Estate, Online Advertising, Social Media Marketing, Due Diligence, Budgets, Publishing, Time Management, Customer Service, Account Management, Marketing Communications, Newsletters, Strategic Partnerships, Business Development, Social Media
Education
University of Pennsylvania - The Wharton School 1979 — 1983
Horace Greeley 1975 — 1979
Tim Schuler, CFA Tim Schuler, CFA's DLJ Experience June 1990 - October 1991
Job Investment Strategist at Permal Asset Management
Industry Investment Management
Experience
Permal January 2008 - Present
Credit Suisse September 2003 - September 2006
EIM (United Kingdom) Ltd April 2000 - July 2003
AIG INVESTMENT MANAGEMENT February 1998 - April 2000
YAMAICHI INTERNATIONAL EUROPE, LONDON July 1994 - November 1997
BZW (Barclays de Zoete Wedd) October 1991 - June 1994
DLJ June 1990 - October 1991
Skills
Bloomberg, Equities, Fixed Income, Investments, Bonds, Derivatives, FX Options, Commodity, Hedge Funds, Alternative Investments
Education
University of Richmond
B.A, Economics and English
St. Viator
Permal January 2008 - Present
Credit Suisse September 2003 - September 2006
EIM (United Kingdom) Ltd April 2000 - July 2003
AIG INVESTMENT MANAGEMENT February 1998 - April 2000
YAMAICHI INTERNATIONAL EUROPE, LONDON July 1994 - November 1997
BZW (Barclays de Zoete Wedd) October 1991 - June 1994
DLJ June 1990 - October 1991
Skills
Bloomberg, Equities, Fixed Income, Investments, Bonds, Derivatives, FX Options, Commodity, Hedge Funds, Alternative Investments
Education
University of Richmond
B.A, Economics and English
St. Viator
Pat Sherlock Pat Sherlock's DLJ Experience 1986 - 1988
Job I help you hire better salespeople, develop them & improve sales results
Industry Financial Services
Experience
QFS Consulting dba QFS Sales Solutions October 1992 - Present
Advanta Mortgage 1990 - 1992
Maryland National Bank 1988 - 1990
DLJ 1986 - 1988
Fannie Mae 1984 - 1986
General Electric 1974 - 1984
Skills
Wholesale, Sales Management, Hiring, Selling, New Business Development, Coaching, Direct Sales, Sales Process, Account Management, Marketing Strategy, Key Account Management, Consultative Selling, Mentoring, Solution Selling, Recruiting, Mortgage Lending, Lead Generation, Loan Origination, Mortgage Banking, Sales, Strategy, Business Development, Loans, Leadership, Marketing, Management, Negotiation, Credit, Executive Management, Real Estate, Financial Services, Reverse Mortgages, Refinance, Portfolio Management, FHA, Real Estate Financing, Residential Mortgages, Commercial Mortgages, Loss Mitigation, Consulting, Training, Small Business, Funding, Financial Structuring, Finance, Banking, Executive Coaching
Education
University of New Haven 1982 — 1984
MBA, Business
University of Baltimore School of Law 1975 — 1978
Juris Doctor, Law
University of Maryland College Park 1968 — 1972
BA, Political Science
QFS Consulting dba QFS Sales Solutions October 1992 - Present
Advanta Mortgage 1990 - 1992
Maryland National Bank 1988 - 1990
DLJ 1986 - 1988
Fannie Mae 1984 - 1986
General Electric 1974 - 1984
Skills
Wholesale, Sales Management, Hiring, Selling, New Business Development, Coaching, Direct Sales, Sales Process, Account Management, Marketing Strategy, Key Account Management, Consultative Selling, Mentoring, Solution Selling, Recruiting, Mortgage Lending, Lead Generation, Loan Origination, Mortgage Banking, Sales, Strategy, Business Development, Loans, Leadership, Marketing, Management, Negotiation, Credit, Executive Management, Real Estate, Financial Services, Reverse Mortgages, Refinance, Portfolio Management, FHA, Real Estate Financing, Residential Mortgages, Commercial Mortgages, Loss Mitigation, Consulting, Training, Small Business, Funding, Financial Structuring, Finance, Banking, Executive Coaching
Education
University of New Haven 1982 — 1984
MBA, Business
University of Baltimore School of Law 1975 — 1978
Juris Doctor, Law
University of Maryland College Park 1968 — 1972
BA, Political Science
Steve O'Hare Steve O'Hare's DLJ Experience 2000 - 2000
Job Managing Director at BMO Financial Group
Industry Banking
Experience
BMO Financial Group April 2015 - Present
BMO Financial Group July 2014 - April 2015
BMO Financial Group May 2013 - March 2014
Credit Suisse September 2010 - May 2013
Credit Suisse October 2008 - September 2010
Credit Suisse 2007 - 2008
Credit Suisse 2005 - 2007
Credit Suisse 2000 - 2005
DLJ 2000 - 2000
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Fixed Income, Investment Banking, SDLC, Derivatives, Trading Systems, Portfolio Management, Project Management, IT Financial Management, Outsourcing, Off-shore Team..., Quality Management, Quality Control, Quality Assurance, Start-up Situations, Bank Mergers, Agile Methodolgy, Financial Technology, Enterprise IT Strategy, IT Management, IT Operations Management, Agile Methodologies, Business Analysis, Capital Markets, Commodity, IT Strategy, Mergers, Program Management, Project Portfolio..., Risk Management, Start-ups, Strategy, Trading
Education
Trinity College Dublin 1987 — 1991
Engineering, Electronic
BMO Financial Group April 2015 - Present
BMO Financial Group July 2014 - April 2015
BMO Financial Group May 2013 - March 2014
Credit Suisse September 2010 - May 2013
Credit Suisse October 2008 - September 2010
Credit Suisse 2007 - 2008
Credit Suisse 2005 - 2007
Credit Suisse 2000 - 2005
DLJ 2000 - 2000
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Fixed Income, Investment Banking, SDLC, Derivatives, Trading Systems, Portfolio Management, Project Management, IT Financial Management, Outsourcing, Off-shore Team..., Quality Management, Quality Control, Quality Assurance, Start-up Situations, Bank Mergers, Agile Methodolgy, Financial Technology, Enterprise IT Strategy, IT Management, IT Operations Management, Agile Methodologies, Business Analysis, Capital Markets, Commodity, IT Strategy, Mergers, Program Management, Project Portfolio..., Risk Management, Start-ups, Strategy, Trading
Education
Trinity College Dublin 1987 — 1991
Engineering, Electronic
Stuart Greenfield, CFA Stuart Greenfield, CFA's DLJ Experience 1998 - 2000
Job Partner Greenfield Seitz Capital Mgmt
Industry Investment Management
Experience
Greenfield Seitz Capital February 2002 - Present
Smith Asset 2001 - 2002
Bear Stearns 2000 - 2001
DLJ 1998 - 2000
Luther King Capital Management 1996 - 1998
Education
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
CFA Charterholder - 2002
Highland Park
Greenfield Seitz Capital February 2002 - Present
Smith Asset 2001 - 2002
Bear Stearns 2000 - 2001
DLJ 1998 - 2000
Luther King Capital Management 1996 - 1998
Education
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
CFA Charterholder - 2002
Highland Park
Steve Talley, CFS Steve Talley, CFS's DLJ Experience January 1999 - December 2006
Job CFA Level III Candidate in CFA Institute Program at CFA Level III Candidate in CFA Institute Program
Industry Investment Management
Experience
Curian Capital LLC November 2009 - Present
CFA Level III Candidate in CFA Institute Program January 2007 - Present
Edward Jones January 2009 - December 2010
Investment Management January 2007 - January 2009
DLJ January 1999 - December 2006
Donaldson, Lufkin & Jenrette January 1999 - January 2006
E*TRADE Financial 2006 - 2006
Credit Suisse 2001 - 2003
Credit Suisse 2001 - 2003
Morgan Stanley January 1997 - January 1999
Skills
Mutual Funds, Investments, Series 7, Securities, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Equities, Series 63, Fixed Income, Finance, Financial Advisory, Asset Allocation, Investment Management, Capital Markets, Wealth Management, FINRA, Management, Retirement Planning, Strategy, Options, Due Diligence, 401k, Investment Advisory, Sales, Financial Analysis, Investment Strategies, Insurance, Risk Management, Hedge Funds, Retirement, CRM, Financial Planning, Executive Management, Financial Modeling, Series 6, Bloomberg, Financial Markets, Fixed Annuities, Trading, ETFs, Relationship Management, Valuation, Marketing, Credit
Education
University of Colorado Boulder 1992 — 1995
B.S., Business Administration
University of Colorado Boulder 1992 — 1995
B.S, Business Administration
CFA Institute
FINRA
NYSSA
Curian Capital LLC November 2009 - Present
CFA Level III Candidate in CFA Institute Program January 2007 - Present
Edward Jones January 2009 - December 2010
Investment Management January 2007 - January 2009
DLJ January 1999 - December 2006
Donaldson, Lufkin & Jenrette January 1999 - January 2006
E*TRADE Financial 2006 - 2006
Credit Suisse 2001 - 2003
Credit Suisse 2001 - 2003
Morgan Stanley January 1997 - January 1999
Skills
Mutual Funds, Investments, Series 7, Securities, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Equities, Series 63, Fixed Income, Finance, Financial Advisory, Asset Allocation, Investment Management, Capital Markets, Wealth Management, FINRA, Management, Retirement Planning, Strategy, Options, Due Diligence, 401k, Investment Advisory, Sales, Financial Analysis, Investment Strategies, Insurance, Risk Management, Hedge Funds, Retirement, CRM, Financial Planning, Executive Management, Financial Modeling, Series 6, Bloomberg, Financial Markets, Fixed Annuities, Trading, ETFs, Relationship Management, Valuation, Marketing, Credit
Education
University of Colorado Boulder 1992 — 1995
B.S., Business Administration
University of Colorado Boulder 1992 — 1995
B.S, Business Administration
CFA Institute
FINRA
NYSSA
Jon Ambos Jon Ambos's DLJ Experience 1999 - 2001
Job BuySide Operational Leader and Advisor, Change Agent, Driver of Process Improvements and Efficiencies through STP
Industry Investment Management
Experience
PwC April 2015 - Present
Citi June 2008 - July 2014
Credit Suisse Asset Management September 2007 - March 2008
Deutsche Asset Management October 2005 - September 2007
Citigroup Asset Management 2002 - 2005
Wealthplace 2001 - 2002
DLJ 1999 - 2001
Chase Securities 1996 - 1999
Seneca Capital 1996 - 1998
Hamilton Partners LP 1993 - 1996
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance, General
Wharton School, University of Pennsylvania 1984 — 1987
BBA, Accounting
PwC April 2015 - Present
Citi June 2008 - July 2014
Credit Suisse Asset Management September 2007 - March 2008
Deutsche Asset Management October 2005 - September 2007
Citigroup Asset Management 2002 - 2005
Wealthplace 2001 - 2002
DLJ 1999 - 2001
Chase Securities 1996 - 1999
Seneca Capital 1996 - 1998
Hamilton Partners LP 1993 - 1996
Education
New York University - Leonard N. Stern School of Business 1988 — 1990
MBA, Finance, General
Wharton School, University of Pennsylvania 1984 — 1987
BBA, Accounting
Alex Silverman Alex Silverman's DLJ Experience August 1994 - November 2000
Job Managing Member at Stuyvesant Brook Partners
Industry Financial Services
Experience
Stuyvesant Brook Partners January 2010 - Present
Mortgage Bank Start-up April 2008 - October 2009
WaMu Capital Corp July 2004 - September 2007
Credit Suisse First Boston November 2000 - January 2004
DLJ August 1994 - November 2000
Smith Barney October 1986 - June 1994
Periphonics Corporation January 1983 - October 1986
Skills
Equities, Valuation, Structured Finance, Start-ups, Fixed Income, Derivatives, Credit Analysis, MBS
Education
State University of New York at Stony Brook 1977 — 1982
MS/BS, Computer Science
Stuyvesant Brook Partners January 2010 - Present
Mortgage Bank Start-up April 2008 - October 2009
WaMu Capital Corp July 2004 - September 2007
Credit Suisse First Boston November 2000 - January 2004
DLJ August 1994 - November 2000
Smith Barney October 1986 - June 1994
Periphonics Corporation January 1983 - October 1986
Skills
Equities, Valuation, Structured Finance, Start-ups, Fixed Income, Derivatives, Credit Analysis, MBS
Education
State University of New York at Stony Brook 1977 — 1982
MS/BS, Computer Science
Wes Caywood Wes Caywood's DLJ Experience August 1999 - October 2000
Job Executive Director at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan May 2012 - Present
Private Investor April 2011 - May 2012
Jefferies & Company May 2007 - April 2011
Banc of America Securities October 2000 - May 2007
DLJ August 1999 - October 2000
US Navy May 1991 - November 1998
Education
Tulane University 1997 — 1999
MBA, Finance
United States Naval Academy 1987 — 1991
BS
J.P. Morgan May 2012 - Present
Private Investor April 2011 - May 2012
Jefferies & Company May 2007 - April 2011
Banc of America Securities October 2000 - May 2007
DLJ August 1999 - October 2000
US Navy May 1991 - November 1998
Education
Tulane University 1997 — 1999
MBA, Finance
United States Naval Academy 1987 — 1991
BS
Vince Scafaria, CFA Vince Scafaria, CFA's DLJ Experience January 1996 - July 1999
Job CEO at DotAlign
Industry Computer Software
Experience
DotAlign October 2009 - Present
FactSet Research Systems October 2008 - October 2009
FactSet February 2008 - September 2008
DealMaven Inc. July 1999 - January 2008
DLJ Merchant Banking October 1996 - July 1999
DLJ January 1996 - July 1999
Donaldson, Lufkin & Jenrette January 1996 - July 1999
Skills
technology, finance, product development, Financial Analysis, Software Development, Valuation, Investment Banking, Finance, Leadership, Product Development, Technology, Financial Modeling, Vendor Management, Strategy, Product Management, Investments, Banking, Strategic Partnerships, Venture Capital, Start-ups, Mergers & Acquisitions, Financial Markets, Analytics, Business Strategy, CRM, Business Development, Entrepreneurship, Private Equity, Equities, Financial Services, Corporate Development, Executive Management
Education
University of Pennsylvania - The Wharton School 1992 — 1995
BS, Finance, Strategic Management
DotAlign October 2009 - Present
FactSet Research Systems October 2008 - October 2009
FactSet February 2008 - September 2008
DealMaven Inc. July 1999 - January 2008
DLJ Merchant Banking October 1996 - July 1999
DLJ January 1996 - July 1999
Donaldson, Lufkin & Jenrette January 1996 - July 1999
Skills
technology, finance, product development, Financial Analysis, Software Development, Valuation, Investment Banking, Finance, Leadership, Product Development, Technology, Financial Modeling, Vendor Management, Strategy, Product Management, Investments, Banking, Strategic Partnerships, Venture Capital, Start-ups, Mergers & Acquisitions, Financial Markets, Analytics, Business Strategy, CRM, Business Development, Entrepreneurship, Private Equity, Equities, Financial Services, Corporate Development, Executive Management
Education
University of Pennsylvania - The Wharton School 1992 — 1995
BS, Finance, Strategic Management
Stuart Greenfield Stuart Greenfield's DLJ Experience 1998 - 2000
Job Portfolio Manager Prinicpal at Greenfield Seitz Capital Management
Industry Investment Management
Experience
Greenfield Seitz Capital Management 2002 - Present
Smith Group Asset Management 2001 - 2002
Bear Stearns 2000 - 2001
DLJ 1998 - 2000
Luther King Capital Management 1996 - 1998
Education
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
Finance
Greenfield Seitz Capital Management 2002 - Present
Smith Group Asset Management 2001 - 2002
Bear Stearns 2000 - 2001
DLJ 1998 - 2000
Luther King Capital Management 1996 - 1998
Education
Texas Christian University - M.J. Neeley School of Business 1994 — 1998
Finance
Preston Raisin's DLJ Experience January 1988 - March 1992
Job Atlas Capital smart beta individual stock allocations. Sonoma Broadway Farms large group retreat feasts and overnights.
Industry Investment Management
Experience
Atlas Capital LLC September 2011 - Present
Sonoma Broadway Farms LLC March 2012 - Present
https://www.youtube.com/watch?v=T3zMMeFK4-Q 2012 - 2014
Bear Stearns March 1995 - September 2011
First Boston Corporation March 1992 - March 1995
DLJ January 1988 - March 1992
Skills
Portfolio Management, Portfolio Optimization, Hedge Funds, Investment Advisory, Equity Research, Fixed Income, Derivatives, Hedging, Agriculture, Alternative Investments, Private Equity, Investments, Equities, Asset Managment, Investment Management, Asset Allocation, Wealth Management..., Corporate Finance, Valuation, Investment Strategies, Financial Modeling, Strategic Financial..., GIPS Compliance, Asset Management, Due Diligence, Venture Capital, Wealth Management, Investment Banking, Entrepreneurship, Funding, Fund Of Funds, Emerging Markets, Mutual Funds, Investor Relations, Series 7, Financial Markets, Capital Markets, Private Placements, Securities, FX Options, Financial Advisory, Commodity, Financial Planning, Management
Education
UCLA 1980 — 1984
Bachelor's degree, English Lit
Santa Barbara High School 1977 — 1980
surfing, bus boy
Atlas Capital LLC September 2011 - Present
Sonoma Broadway Farms LLC March 2012 - Present
https://www.youtube.com/watch?v=T3zMMeFK4-Q 2012 - 2014
Bear Stearns March 1995 - September 2011
First Boston Corporation March 1992 - March 1995
DLJ January 1988 - March 1992
Skills
Portfolio Management, Portfolio Optimization, Hedge Funds, Investment Advisory, Equity Research, Fixed Income, Derivatives, Hedging, Agriculture, Alternative Investments, Private Equity, Investments, Equities, Asset Managment, Investment Management, Asset Allocation, Wealth Management..., Corporate Finance, Valuation, Investment Strategies, Financial Modeling, Strategic Financial..., GIPS Compliance, Asset Management, Due Diligence, Venture Capital, Wealth Management, Investment Banking, Entrepreneurship, Funding, Fund Of Funds, Emerging Markets, Mutual Funds, Investor Relations, Series 7, Financial Markets, Capital Markets, Private Placements, Securities, FX Options, Financial Advisory, Commodity, Financial Planning, Management
Education
UCLA 1980 — 1984
Bachelor's degree, English Lit
Santa Barbara High School 1977 — 1980
surfing, bus boy
Bruce Holmes, PE's DLJ Experience May 1987 - April 1988
Job Owner, Holmes Enterprises/Forensic Engineering
Industry Management Consulting
Experience
Holmes Enterprises January 1996 - Present
IDE May 1989 - December 1995
Martin-Simonds Associates May 1988 - April 1989
DLJ May 1987 - April 1988
R. W. Beck April 1974 - April 1987
US Army July 1971 - June 1979
Skills
Expert Witness, Forensic Engineering, Property Damage, Negotiation, Contract Negotiation, Engineering, Energy Management, Building Management, Planning, Facilities Management, Construction, Energy Conservation, Water Damage, Green Building, Project Planning, hurricane damage, fire damage, tornado damage, Fire Management, Finance, Jury Trials, Due Diligence, Management Consulting, Strategic Planning, Mold, Insurance, Business Development, Construction Management, Inspection, Claim, Water, Mergers & Acquisitions, Contractors, Training, Energy, Water Damage Restoration, Management, Remediation, Customer Service, Contract Management, Property, Restoration, Flood
Education
University of Florida 1974 — 1975
Master of Engineering (M.Eng.), Nuclear Engineering Sciences
University of Florida 1968 — 1971
Bachelor of Science (B.S.), Nuclear Engineering
Holmes Enterprises January 1996 - Present
IDE May 1989 - December 1995
Martin-Simonds Associates May 1988 - April 1989
DLJ May 1987 - April 1988
R. W. Beck April 1974 - April 1987
US Army July 1971 - June 1979
Skills
Expert Witness, Forensic Engineering, Property Damage, Negotiation, Contract Negotiation, Engineering, Energy Management, Building Management, Planning, Facilities Management, Construction, Energy Conservation, Water Damage, Green Building, Project Planning, hurricane damage, fire damage, tornado damage, Fire Management, Finance, Jury Trials, Due Diligence, Management Consulting, Strategic Planning, Mold, Insurance, Business Development, Construction Management, Inspection, Claim, Water, Mergers & Acquisitions, Contractors, Training, Energy, Water Damage Restoration, Management, Remediation, Customer Service, Contract Management, Property, Restoration, Flood
Education
University of Florida 1974 — 1975
Master of Engineering (M.Eng.), Nuclear Engineering Sciences
University of Florida 1968 — 1971
Bachelor of Science (B.S.), Nuclear Engineering
Douglas Warren Hamilton's DLJ Experience 1977 - 1979
Job Managing Partner at FortySeven Ronin Investors
Industry Capital Markets
Experience
Forty-Seven Ronin Investors 2010 - Present
Hamilton & Co 1993 - 2009
Merrill Lynch 1979 - 1993
DLJ 1977 - 1979
Goldman Sachs May 1977 - September 1977
Skills
Private Equity, Risk Management, Investment Banking, Entrepreneurship, Investments, Derivatives, Capital Markets, Hedging, Due Diligence, Valuation, Mergers & Acquisitions, Real Estate Development, Credit, Asset Management, Finance, Corporate Finance, Financial Modeling, Venture Capital, Alternative Investments, Equities, Management, Portfolio Management, Hedge Funds, Fixed Income
Education
United States Military Academy at West Point
University of Nebraska-Lincoln
BA, Mathematics
University of Pennsylvania - The Wharton School
MBA
Forty-Seven Ronin Investors 2010 - Present
Hamilton & Co 1993 - 2009
Merrill Lynch 1979 - 1993
DLJ 1977 - 1979
Goldman Sachs May 1977 - September 1977
Skills
Private Equity, Risk Management, Investment Banking, Entrepreneurship, Investments, Derivatives, Capital Markets, Hedging, Due Diligence, Valuation, Mergers & Acquisitions, Real Estate Development, Credit, Asset Management, Finance, Corporate Finance, Financial Modeling, Venture Capital, Alternative Investments, Equities, Management, Portfolio Management, Hedge Funds, Fixed Income
Education
United States Military Academy at West Point
University of Nebraska-Lincoln
BA, Mathematics
University of Pennsylvania - The Wharton School
MBA
Richard Tomkins's DLJ Experience 1990 - 1993
Job Director of Sales & Marketing at Cresent Fine Furniture and Owner, Cresent Fine Furniture
Industry Furniture
Experience
Cresent Fine Furniture May 1995 - Present
Olympic Sports 1993 - 1993
Telluride Sports 1993 - 1993
DLJ 1990 - 1993
Skills
Mergers, Retail, Management, Sales Management, Sales, Sales Process, Marketing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
MBA, Real Estate, Finance & Marketing
Washington and Lee University 1986 — 1990
BS, Women & Lacrosse
Cresent Fine Furniture May 1995 - Present
Olympic Sports 1993 - 1993
Telluride Sports 1993 - 1993
DLJ 1990 - 1993
Skills
Mergers, Retail, Management, Sales Management, Sales, Sales Process, Marketing
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1993 — 1995
MBA, Real Estate, Finance & Marketing
Washington and Lee University 1986 — 1990
BS, Women & Lacrosse
Kate Ogawa's DLJ Experience 1998 - 2000
Job Managing Director Rates Sales
Industry Financial Services
Experience
Cantor Fitzgerald August 2014 - Present
CRT Capital Group April 2012 - June 2014
BNP Paribas May 2006 - February 2012
Nomura Securities October 2000 - May 2006
DLJ 1998 - 2000
Education
University of Scranton 1994 — 1998
BS, Accounting
Northport High School
Northport High School
Cantor Fitzgerald August 2014 - Present
CRT Capital Group April 2012 - June 2014
BNP Paribas May 2006 - February 2012
Nomura Securities October 2000 - May 2006
DLJ 1998 - 2000
Education
University of Scranton 1994 — 1998
BS, Accounting
Northport High School
Northport High School
Kruse Ludington Kruse Ludington's DLJ Experience November 1996 - August 2007
Job Principal Business Consulting at Infosys
Industry Information Technology and Services
Experience
Infosys April 2013 - Present
Thomson Reuters June 2012 - October 2012
Medco September 2011 - March 2012
SiWEL Consulting October 2010 - June 2011
Kruse Control Software & Kruse Consulting Services LLC June 2008 - October 2010
UBS Investment Bank August 2007 - May 2008
Credit Suisse November 1996 - August 2007
DLJ November 1996 - August 2007
Credit Suisse First Boston (CSFB) November 1996 - August 2007
Union Camp Corporation July 1987 - November 1996
Skills
Series 3, Series 7, Series 63, Trading Systems, Investment Banking, Capital Markets, Equities, SDLC, Program Management, Software Project..., Securities, Project Portfolio..., Financial Markets, Banking, Trading, Electronic Trading, PMO, Business Management, Investments, Management Consulting, IT Strategy, Strategic Planning, Outsourcing, Management, FINRA, Process Improvement, Derivatives, Project Management, Risk Management, Equity Trading, Agile Methodologies, Portfolio Management, Vendor Management, Asset Managment, Fixed Income, Financial Services, Market Data, Business Analysis, Equity Derivatives, Options, Mergers & Acquisitions, Financial Risk, CRM, Business Process, Asset Management, Disaster Recovery, Data Center, Executive Management, Healthcare, Leadership
Education
Syracuse University
Bachelor's degree, Economics
The Lawrenceville School 1976 — 1979
College/University Preparatory and Advanced High School/Secondary Diploma Program
Infosys April 2013 - Present
Thomson Reuters June 2012 - October 2012
Medco September 2011 - March 2012
SiWEL Consulting October 2010 - June 2011
Kruse Control Software & Kruse Consulting Services LLC June 2008 - October 2010
UBS Investment Bank August 2007 - May 2008
Credit Suisse November 1996 - August 2007
DLJ November 1996 - August 2007
Credit Suisse First Boston (CSFB) November 1996 - August 2007
Union Camp Corporation July 1987 - November 1996
Skills
Series 3, Series 7, Series 63, Trading Systems, Investment Banking, Capital Markets, Equities, SDLC, Program Management, Software Project..., Securities, Project Portfolio..., Financial Markets, Banking, Trading, Electronic Trading, PMO, Business Management, Investments, Management Consulting, IT Strategy, Strategic Planning, Outsourcing, Management, FINRA, Process Improvement, Derivatives, Project Management, Risk Management, Equity Trading, Agile Methodologies, Portfolio Management, Vendor Management, Asset Managment, Fixed Income, Financial Services, Market Data, Business Analysis, Equity Derivatives, Options, Mergers & Acquisitions, Financial Risk, CRM, Business Process, Asset Management, Disaster Recovery, Data Center, Executive Management, Healthcare, Leadership
Education
Syracuse University
Bachelor's degree, Economics
The Lawrenceville School 1976 — 1979
College/University Preparatory and Advanced High School/Secondary Diploma Program
Aileen (Linder) Minchello Aileen (Linder) Minchello's DLJ Experience 1984 - 1986
Job Branch Manager/BrokerSalesperson at STRIKER Realty
Industry Real Estate
Experience
STRIKER Realty September 2015 - Present
Keller Williams Realty August 2003 - September 2015
DLJ 1984 - 1986
Dean Witter 1982 - 1984
Skills
Sellers, Residential Homes, First Time Home Buyers, Investment Properties, Real Estate, Short Sales, Single Family Homes, Condos, Foreclosures, Relocation, Licensed Real Estate..., Investors, Listings, REO, Buyer Representation, Real Estate Transactions, Property, Negotiation, New Home Sales, Referrals, Selling, Resellers
Education
Teachers College of Columbia University 1980 — 1981
MS, Audiology
The George Washington University 1976 — 1980
BA, Speech Pathology and Audiology
Manalapan High School 1972 — 1976
STRIKER Realty September 2015 - Present
Keller Williams Realty August 2003 - September 2015
DLJ 1984 - 1986
Dean Witter 1982 - 1984
Skills
Sellers, Residential Homes, First Time Home Buyers, Investment Properties, Real Estate, Short Sales, Single Family Homes, Condos, Foreclosures, Relocation, Licensed Real Estate..., Investors, Listings, REO, Buyer Representation, Real Estate Transactions, Property, Negotiation, New Home Sales, Referrals, Selling, Resellers
Education
Teachers College of Columbia University 1980 — 1981
MS, Audiology
The George Washington University 1976 — 1980
BA, Speech Pathology and Audiology
Manalapan High School 1972 — 1976
Rick Harpster's DLJ Experience 2000 - 2000
Job Principal at Svoboda, Collins
Industry Investment Management
Experience
Svoboda Capital Partners January 2009 - Present
Svoboda Capital Partners March 2007 - December 2008
Svoboda Capital Partners August 2004 - February 2007
Merrill Lynch 2001 - 2004
DLJ 2000 - 2000
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2001
BBA & MAcc
Svoboda Capital Partners January 2009 - Present
Svoboda Capital Partners March 2007 - December 2008
Svoboda Capital Partners August 2004 - February 2007
Merrill Lynch 2001 - 2004
DLJ 2000 - 2000
Education
University of Michigan - Stephen M. Ross School of Business 1996 — 2001
BBA & MAcc
Dave Tayeh's DLJ Experience 1994 - 1999
Job Senior Managing Director at CVC Capital Partners
Industry Investment Management
Experience
CVC Capital Partners January 2011 - Present
Investcorp 1999 - January 2011
Jostens Inc. 2003 - 2005
DLJ 1994 - 1999
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
The University of Chicago 1985 — 1989
BA
CL South
CVC Capital Partners January 2011 - Present
Investcorp 1999 - January 2011
Jostens Inc. 2003 - 2005
DLJ 1994 - 1999
Education
University of Pennsylvania - The Wharton School 1992 — 1994
MBA
The University of Chicago 1985 — 1989
BA
CL South
Jeremy Berger's DLJ Experience 1997 - 1999
Job Ediscovery Technologist
Industry Information Technology and Services
Experience
Liberty Mutual Group May 2002 - Present
DLJ 1997 - 1999
Cicero Communications 1996 - 1998
Skills
Business Process..., Litigation Support, Leadership, Enterprise Architecture, Firewalls, Integration, SDLC, Process Improvement, Document Management, Professional Services, Disaster Recovery, Architectures, Litigation, Consulting, Compliance, Unix, Management, Architecture, SharePoint, Vendor Management, Software Development
Education
University at Buffalo
Liberty Mutual Group May 2002 - Present
DLJ 1997 - 1999
Cicero Communications 1996 - 1998
Skills
Business Process..., Litigation Support, Leadership, Enterprise Architecture, Firewalls, Integration, SDLC, Process Improvement, Document Management, Professional Services, Disaster Recovery, Architectures, Litigation, Consulting, Compliance, Unix, Management, Architecture, SharePoint, Vendor Management, Software Development
Education
University at Buffalo
Alan Felder's DLJ Experience 1993 - 1998
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS 2001 - Present
UBS Investment Bank 2001 - Present
walker digital 1999 - 2001
Donaldson Lufkin and Jenrette 1993 - 1999
DLJ 1993 - 1998
DLJ 1993 - 1998
Skills
Investment Banking, Finance, Capital Markets, Equities, Private Equity, Valuation, LBO, Hedge Funds, Fixed Income, Corporate Finance, Financial Modeling, M&A experience, Mergers & Acquisitions, Leveraged Finance, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, finance, accounting
UBS 2001 - Present
UBS Investment Bank 2001 - Present
walker digital 1999 - 2001
Donaldson Lufkin and Jenrette 1993 - 1999
DLJ 1993 - 1998
DLJ 1993 - 1998
Skills
Investment Banking, Finance, Capital Markets, Equities, Private Equity, Valuation, LBO, Hedge Funds, Fixed Income, Corporate Finance, Financial Modeling, M&A experience, Mergers & Acquisitions, Leveraged Finance, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, finance, accounting
Edgar Martinez's DLJ Experience May 1988 - May 1995
Job Director at Barclays Capital
Industry Financial Services
Experience
Barclays Capital March 2010 - Present
Lord Abbett 2013 - 2015
HSBC Securities 2002 - April 2010
Solomon Brothers May 1995 - January 2002
DLJ May 1988 - May 1995
Skills
Fixed Income, Electronic Trading, Trading Systems, Derivatives, Banking, Trading, Rates
Education
Stevens Institute of Technology 1986 — 1988
Masters of Electrical Engineering
Barclays Capital March 2010 - Present
Lord Abbett 2013 - 2015
HSBC Securities 2002 - April 2010
Solomon Brothers May 1995 - January 2002
DLJ May 1988 - May 1995
Skills
Fixed Income, Electronic Trading, Trading Systems, Derivatives, Banking, Trading, Rates
Education
Stevens Institute of Technology 1986 — 1988
Masters of Electrical Engineering
Devlin Lander's DLJ Experience 1998 - 2000
Job Managing Director at ICR
Industry Public Relations and Communications
Experience
ICR Managing DirectorICR2005 - Present
Morgan Joseph 2001 - 2005
Donaaldson Lufkin & Jenrette 1997 - 2001
Donaldson Lufkin & Jenrette 1997 - 2001
DLJ 1998 - 2000
DLJ 1998 - 2000
Genesis Merchant Group Securities 1996 - 1998
Kohlberg & Company 1996 - 1998
Skills
Investor Relations, Valuation, Financial Modeling
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (BA), Political Science and Government, 3.7
ICR Managing DirectorICR2005 - Present
Morgan Joseph 2001 - 2005
Donaaldson Lufkin & Jenrette 1997 - 2001
Donaldson Lufkin & Jenrette 1997 - 2001
DLJ 1998 - 2000
DLJ 1998 - 2000
Genesis Merchant Group Securities 1996 - 1998
Kohlberg & Company 1996 - 1998
Skills
Investor Relations, Valuation, Financial Modeling
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (BA), Political Science and Government, 3.7
David Lieberman's DLJ Experience 1997 - 2000
Job Southpoint Capital
Industry Financial Services
Experience
Southpoint Capital 2004 - Present
Tiedemann Investment Group 2000 - 2003
DLJ 1997 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1997
Finance
Southpoint Capital 2004 - Present
Tiedemann Investment Group 2000 - 2003
DLJ 1997 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1997
Finance
Debbie Shelling Reynolds's DLJ Experience 1993 - 1998
Job managing director at Amherst Securities Group
Industry Financial Services
Experience
Amherst Securities Group 1998 - Present
DLJ 1993 - 1998
Kidder Peabody 1991 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
MBS sales, MBS trading, Capital Markets, Trading, Hedge Funds, Series 7, Derivatives, Fixed Income, Bloomberg, Investments, Securities, Valuation
Education
Trinity College-Hartford 1979 — 1983
senior vice president, Drexel Burnham Lambert
Hopkins New haven 1973 — 1979
Amherst Securities Group 1998 - Present
DLJ 1993 - 1998
Kidder Peabody 1991 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
MBS sales, MBS trading, Capital Markets, Trading, Hedge Funds, Series 7, Derivatives, Fixed Income, Bloomberg, Investments, Securities, Valuation
Education
Trinity College-Hartford 1979 — 1983
senior vice president, Drexel Burnham Lambert
Hopkins New haven 1973 — 1979
Sebastiano Riva's DLJ Experience April 1998 - April 2000
Job Corporate Debt Finance at Wells Fargo Securities
Industry Banking
Experience
Wells Fargo Securities August 2011 - Present
Societe Generale January 2009 - Present
Lehman Brothers May 2004 - May 2008
TD Securities April 2000 - May 2004
DLJ April 1998 - April 2000
Bankers Trust September 1994 - April 1998
Citibank June 1993 - September 1994
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BS, Economics/Finance
Wells Fargo Securities August 2011 - Present
Societe Generale January 2009 - Present
Lehman Brothers May 2004 - May 2008
TD Securities April 2000 - May 2004
DLJ April 1998 - April 2000
Bankers Trust September 1994 - April 1998
Citibank June 1993 - September 1994
Education
University of Pennsylvania - The Wharton School 1990 — 1993
BS, Economics/Finance
Jim Pettit's DLJ Experience February 2000 - November 2000
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase July 2010 - Present
MCM Capital Partners June 2009 - July 2010
JP Morgan March 2007 - February 2009
Lancaster Mortgage Bankers LLC 2006 - 2007
The Winter Group November 2003 - January 2006
Credit Suisse First Boston November 2000 - November 2003
DLJ February 2000 - November 2000
Ascent Meredith Asset Management July 1998 - February 2000
robert r. meredith 1998 - 2000
Skills
Loans, Credit, Loan Origination, Underwriting, Trading, Securitization, Capital Markets, Fixed Income, Mortgage Lending, Portfolio Management, MBS, Valuation, Credit Risk, Series 7, Credit Analysis, Financial Services, Financial Modeling, Structured Finance, Asset Management, Mortgage Banking, Banking, Investment Banking, Corporate Finance, Risk Management, Securities, Finance, Hedge Funds, Residential Mortgages, Bonds, Loss Mitigation, Financial Analysis, Derivatives, Investments, Structured Products, Financial Structuring, Financial Risk, Bloomberg, Due Diligence, Financial Markets
Education
The Johns Hopkins University 1994 — 1998
BS, Mathematical Science
JPMorgan Chase July 2010 - Present
MCM Capital Partners June 2009 - July 2010
JP Morgan March 2007 - February 2009
Lancaster Mortgage Bankers LLC 2006 - 2007
The Winter Group November 2003 - January 2006
Credit Suisse First Boston November 2000 - November 2003
DLJ February 2000 - November 2000
Ascent Meredith Asset Management July 1998 - February 2000
robert r. meredith 1998 - 2000
Skills
Loans, Credit, Loan Origination, Underwriting, Trading, Securitization, Capital Markets, Fixed Income, Mortgage Lending, Portfolio Management, MBS, Valuation, Credit Risk, Series 7, Credit Analysis, Financial Services, Financial Modeling, Structured Finance, Asset Management, Mortgage Banking, Banking, Investment Banking, Corporate Finance, Risk Management, Securities, Finance, Hedge Funds, Residential Mortgages, Bonds, Loss Mitigation, Financial Analysis, Derivatives, Investments, Structured Products, Financial Structuring, Financial Risk, Bloomberg, Due Diligence, Financial Markets
Education
The Johns Hopkins University 1994 — 1998
BS, Mathematical Science
Stan Holtz's DLJ Experience 1992 - 2001
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company 2009 - Present
Bank of America Merrill Lynch 2004 - 2009
UBS Investment Bank 2001 - 2005
DLJ 1992 - 2001
Skills
Capital Markets, Corporate Finance, Equities, Hedge Funds, Investment Banking, LBO, M&A experience, Management, Private Equity, Telecommunications, Valuation, High Yield, Corporate Development, Private Placements, Leveraged Finance, Mergers, Financial Modeling, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business
MBA
Moelis & Company 2009 - Present
Bank of America Merrill Lynch 2004 - 2009
UBS Investment Bank 2001 - 2005
DLJ 1992 - 2001
Skills
Capital Markets, Corporate Finance, Equities, Hedge Funds, Investment Banking, LBO, M&A experience, Management, Private Equity, Telecommunications, Valuation, High Yield, Corporate Development, Private Placements, Leveraged Finance, Mergers, Financial Modeling, Mergers & Acquisitions
Education
The University of Chicago Booth School of Business
MBA
Wilton Wright's DLJ Experience 1999 - 2000
Job Director, Company Planning at Gap Inc./Old Navy
Industry Retail
Experience
Gap Inc./Old Navy September 2014 - Present
Gap Inc./Old Navy April 2013 - September 2014
Gap Inc./Old Navy June 2011 - March 2013
Gap Inc./Old Navy November 2010 - May 2011
TerViva BioEnergy January 2010 - November 2010
Gap Inc. 2006 - 2007
Gap Inc. 2005 - 2006
Gap Inc. 2004 - 2005
Credit Suisse First Boston 2000 - 2003
DLJ 1999 - 2000
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA
University of Virginia 1993 — 1997
BA, History
Gap Inc./Old Navy September 2014 - Present
Gap Inc./Old Navy April 2013 - September 2014
Gap Inc./Old Navy June 2011 - March 2013
Gap Inc./Old Navy November 2010 - May 2011
TerViva BioEnergy January 2010 - November 2010
Gap Inc. 2006 - 2007
Gap Inc. 2005 - 2006
Gap Inc. 2004 - 2005
Credit Suisse First Boston 2000 - 2003
DLJ 1999 - 2000
Education
University of California, Berkeley - Walter A. Haas School of Business 2007 — 2009
MBA
University of Virginia 1993 — 1997
BA, History
Ephraim Fields's DLJ Experience August 1994 - January 2000
Job Founder of Echo Lake Capital
Industry Financial Services
Experience
Echo Lake Capital PartnerClarus Capital2002 - 2008
Credit Suisse First Boston January 2000 - June 2001
DLJ August 1994 - January 2000
Wasserstein Perella January 1989 - May 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
mba, finance
Washington University in St. Louis - Olin Business School 1984 — 1988
bsba
Echo Lake Capital PartnerClarus Capital2002 - 2008
Credit Suisse First Boston January 2000 - June 2001
DLJ August 1994 - January 2000
Wasserstein Perella January 1989 - May 1992
Education
University of Pennsylvania - The Wharton School 1992 — 1994
mba, finance
Washington University in St. Louis - Olin Business School 1984 — 1988
bsba
Andy Rush's DLJ Experience 1989 - 2004
Job Owner, Diamond Castle
Industry Financial Services
Experience
Diamond Castle 2005 - Present
DLJ 1989 - 2004
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance, General
University of Pennsylvania Law School
Doctor of Law (JD)
Diamond Castle 2005 - Present
DLJ 1989 - 2004
Education
University of Pennsylvania - The Wharton School
Master of Business Administration (MBA), Finance, General
University of Pennsylvania Law School
Doctor of Law (JD)
Lenny Denaro's DLJ Experience June 2000 - September 2000
Job Spine Consultant at Medtronic
Industry Medical Devices
Experience
Medtronic April 2008 - Present
US Army 2002 - 2008
Stryker Communications May 2006 - September 2006
ADP June 2001 - September 2001
DLJ June 2000 - September 2000
Skills
Product Launch, Leadership, Strategic Planning, Six Sigma, Operating Room, Medical Devices, Process Improvement, Military, Biomedical Engineering, Market Development, Team Building, Neurosurgery, Hospitals, Spine, FDA, Vascular, Orthopedic, Surgery, Healthcare, Competitive Analysis, Cross-functional Team..., Surgical Instruments, Neurology, Sales Force Development, Surgeons, Cardiology, Sales Operations, Interventional Radiology, Capital Equipment, Disposables, General Surgery, Design Control, Urology, Pharmaceutical Sales, Hardware Diagnostics, Global Marketing, Sales Effectiveness, Commercialization, OB/GYN, Pain Management, Endocrinology, Operating Room Sales, Cath Lab, Oncology, Selling Skills, Interventional..., Medical Sales, Pulmonology, Hospital Sales, Biotechnology
Education
The Ohio State University 1998 — 2002
Half Hallow Hills East
Medtronic April 2008 - Present
US Army 2002 - 2008
Stryker Communications May 2006 - September 2006
ADP June 2001 - September 2001
DLJ June 2000 - September 2000
Skills
Product Launch, Leadership, Strategic Planning, Six Sigma, Operating Room, Medical Devices, Process Improvement, Military, Biomedical Engineering, Market Development, Team Building, Neurosurgery, Hospitals, Spine, FDA, Vascular, Orthopedic, Surgery, Healthcare, Competitive Analysis, Cross-functional Team..., Surgical Instruments, Neurology, Sales Force Development, Surgeons, Cardiology, Sales Operations, Interventional Radiology, Capital Equipment, Disposables, General Surgery, Design Control, Urology, Pharmaceutical Sales, Hardware Diagnostics, Global Marketing, Sales Effectiveness, Commercialization, OB/GYN, Pain Management, Endocrinology, Operating Room Sales, Cath Lab, Oncology, Selling Skills, Interventional..., Medical Sales, Pulmonology, Hospital Sales, Biotechnology
Education
The Ohio State University 1998 — 2002
Half Hallow Hills East
Louis Davey's DLJ Experience January 1999 - October 1999
Job Fixed Income Trader at State Street
Industry Financial Services
Experience
State Street April 2000 - Present
Fleet Bank November 1999 - April 2000
DLJ January 1999 - October 1999
Celtic Insurance Company 1997 - 1998
Skills
Series 7, Series 63, Trading, Series 24, Derivatives, Equity Trading, Options, ETFs
Education
State University of New York at Buffalo 1992 — 1995
Bachelor of Science (BS), Legal Studies, General
University at Buffalo 1991 — 1995
Bachelor of Arts, Legal Studies
State Street April 2000 - Present
Fleet Bank November 1999 - April 2000
DLJ January 1999 - October 1999
Celtic Insurance Company 1997 - 1998
Skills
Series 7, Series 63, Trading, Series 24, Derivatives, Equity Trading, Options, ETFs
Education
State University of New York at Buffalo 1992 — 1995
Bachelor of Science (BS), Legal Studies, General
University at Buffalo 1991 — 1995
Bachelor of Arts, Legal Studies
Susan Goodearl's DLJ Experience 1987 - 1994
Job Business Unit Compliance Officer at Bank of the West
Industry Financial Services
Experience
BancWest Investment Services 2011 - Present
Barclays Wealth September 2008 - February 2011
Barclays Wealth 2008 - February 2011
Lehman Brothers 1999 - 2008
DLJ 1987 - 1994
Education
University of San Francisco 1985 — 1988
Master, Human Resources and Organizational Development
University of Hawaii at Manoa 1968 — 1972
BA, psychology
Kailua High School 1965 — 1968
graduate, college prep
BancWest Investment Services 2011 - Present
Barclays Wealth September 2008 - February 2011
Barclays Wealth 2008 - February 2011
Lehman Brothers 1999 - 2008
DLJ 1987 - 1994
Education
University of San Francisco 1985 — 1988
Master, Human Resources and Organizational Development
University of Hawaii at Manoa 1968 — 1972
BA, psychology
Kailua High School 1965 — 1968
graduate, college prep
Mike Gerstner's DLJ Experience 1997 - 1999
Job Director at MSD Partners, L.P.
Industry Investment Management
Experience
MSD Partners, L.P. June 2012 - Present
MSD Capital July 2007 - June 2012
Reservoir Capital Group 2002 - 2007
Welsh, Carson, Anderson & Stowe 2001 - 2002
DLJ 1997 - 1999
Skills
Special Situations, Hedge Funds, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1993 — 1997
Bachelor of Science (B.S.), Economics
MSD Partners, L.P. June 2012 - Present
MSD Capital July 2007 - June 2012
Reservoir Capital Group 2002 - 2007
Welsh, Carson, Anderson & Stowe 2001 - 2002
DLJ 1997 - 1999
Skills
Special Situations, Hedge Funds, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1993 — 1997
Bachelor of Science (B.S.), Economics
Kefeng Ying's DLJ Experience April 2000 - October 2000
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Lord, Abbett & Co. LLC July 2014 - Present
Lord, Abbett & Co. LLC July 2014 - Present
Credit Agricole October 2000 - July 2014
DLJ April 2000 - October 2000
Republic National Bank May 1999 - April 2000
Lehman Brothers 1997 - 1999
Skills
SQL, Data Warehousing, Performance Tuning, Databases, Oracle, Unix, Business Analysis, Sybase, SDLC, Oracle E-Business Suite, RMAN, Integration, Disaster Recovery, IT Strategy, Oracle Applications, Database Administration, Sybase Adaptive Server, Microsoft SQL Server, Oracle Enterprise...
Education
The Johns Hopkins University 1987 — 1993
Doctor of Philosophy (Ph.D.), Mathematics
Lord, Abbett & Co. LLC July 2014 - Present
Lord, Abbett & Co. LLC July 2014 - Present
Credit Agricole October 2000 - July 2014
DLJ April 2000 - October 2000
Republic National Bank May 1999 - April 2000
Lehman Brothers 1997 - 1999
Skills
SQL, Data Warehousing, Performance Tuning, Databases, Oracle, Unix, Business Analysis, Sybase, SDLC, Oracle E-Business Suite, RMAN, Integration, Disaster Recovery, IT Strategy, Oracle Applications, Database Administration, Sybase Adaptive Server, Microsoft SQL Server, Oracle Enterprise...
Education
The Johns Hopkins University 1987 — 1993
Doctor of Philosophy (Ph.D.), Mathematics
Francis Hager's DLJ Experience February 2000 - October 2000
Job Managing Partner, OppCAP Group
Industry Investment Management
Experience
OppCAP Group April 2011 - Present
Stone Tower Capital April 2008 - December 2010
Credit Suisse October 2000 - April 2008
DLJ February 2000 - October 2000
Morgan Stanley July 1984 - February 2000
Skills
Asset management..., Investments, Private Equity, Credit, Equities, Portfolio Management
Education
Oriel College, University of Oxford 1979 — 1981
M.Phil, Economics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
OppCAP Group April 2011 - Present
Stone Tower Capital April 2008 - December 2010
Credit Suisse October 2000 - April 2008
DLJ February 2000 - October 2000
Morgan Stanley July 1984 - February 2000
Skills
Asset management..., Investments, Private Equity, Credit, Equities, Portfolio Management
Education
Oriel College, University of Oxford 1979 — 1981
M.Phil, Economics
University of Pennsylvania - The Wharton School 1975 — 1979
BS, Economics
Roy Ku's DLJ Experience July 1996 - November 1997
Job Director of Research at Topni Capital, LLC
Industry Investment Management
Experience
Topni Capital, LLC November 2013 - Present
Argonaut Capital April 2011 - May 2013
GLS Capital Management November 1997 - March 2011
GLS Capital (UK) LLP March 2008 - March 2009
DLJ July 1996 - November 1997
Smith Barney July 1995 - June 1996
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Emerging Markets, Valuation, Investments, Financial Modeling, Managed Futures, Bloomberg, Asset Management, Mutual Funds, Portfolio Management, Capital Markets, Equity Derivatives
Education
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Finance and Accounting, Magna Cum Laude
Tenafly High School 1987 — 1991
Topni Capital, LLC November 2013 - Present
Argonaut Capital April 2011 - May 2013
GLS Capital Management November 1997 - March 2011
GLS Capital (UK) LLP March 2008 - March 2009
DLJ July 1996 - November 1997
Smith Barney July 1995 - June 1996
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Emerging Markets, Valuation, Investments, Financial Modeling, Managed Futures, Bloomberg, Asset Management, Mutual Funds, Portfolio Management, Capital Markets, Equity Derivatives
Education
Wharton School, University of Pennsylvania 1991 — 1995
Bachelor of Science (BS), Finance and Accounting, Magna Cum Laude
Tenafly High School 1987 — 1991
Stanley Bould's DLJ Experience January 1988 - March 2000
Job Partner at Highlander Partners
Industry Venture Capital & Private Equity
Experience
Highlander Partners March 2011 - Present
Credit Suisse June 2000 - February 2011
DLJ January 1988 - March 2000
Education
The University of Texas at Austin 1985 — 1987
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1979 — 1983
Bachelor of Science (BS), Mechanical Engineering
Highlander Partners March 2011 - Present
Credit Suisse June 2000 - February 2011
DLJ January 1988 - March 2000
Education
The University of Texas at Austin 1985 — 1987
Master of Business Administration (M.B.A.)
The University of Texas at Austin 1979 — 1983
Bachelor of Science (BS), Mechanical Engineering
amy raskin's DLJ Experience March 1999 - October 2000
Job Global Director of Growth Equity Research at AllianceBernstein
Industry Investment Management
Experience
AllianceBernstein October 2000 - Present
DLJ March 1999 - October 2000
Lehman Brothers June 1995 - February 1999
Skills
Equities, Hedge Funds, Bloomberg, Equity Research, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Asset Allocation, Valuation, Investment Management, Investments, Investment Strategies, Capital Markets
Education
University of Pennsylvania 1989 — 1993
Bachelor of Engineering (BEng), Systems Engineering
AllianceBernstein October 2000 - Present
DLJ March 1999 - October 2000
Lehman Brothers June 1995 - February 1999
Skills
Equities, Hedge Funds, Bloomberg, Equity Research, Alternative Investments, Fixed Income, Asset Management, Portfolio Management, Financial Modeling, Asset Allocation, Valuation, Investment Management, Investments, Investment Strategies, Capital Markets
Education
University of Pennsylvania 1989 — 1993
Bachelor of Engineering (BEng), Systems Engineering
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
Swiss Bank Corporation