Donaldson, Lufkin & Jenrette
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, New York, United States Number of employees: 11,300 Type of business: Corporation
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Donaldson, Lufkin & Jenrette Employees
Employee
Years
Job
Industry
Peter H. Chang Peter H. Chang's Donaldson, Lufkin & Jenrette Experience 1996 - 2001
Job Fund
Industry Financial Services
Experience
Sisung Securities Corp October 2014 - Present
ICM 2015 - 2015
TIG Advisors, LLC November 2012 - November 2013
Ramius Capital Group October 2002 - November 2012
Donaldson, Lufkin & Jenrette 1996 - 2001
Chemical Bank's The Portfolio Group 1988 - 1996
Skills
Portfolio Management, Asset Managment, Equities, Capital Markets, Fixed Income, Cash Management, Bloomberg, Investments, Derivatives, Securities, Finance, Private Equity, Valuation, Alternative Investments, Hedge Funds, Investment Banking, Asset Management
Education
Boston College 1981 — 1985
Finance
Sisung Securities Corp October 2014 - Present
ICM 2015 - 2015
TIG Advisors, LLC November 2012 - November 2013
Ramius Capital Group October 2002 - November 2012
Donaldson, Lufkin & Jenrette 1996 - 2001
Chemical Bank's The Portfolio Group 1988 - 1996
Skills
Portfolio Management, Asset Managment, Equities, Capital Markets, Fixed Income, Cash Management, Bloomberg, Investments, Derivatives, Securities, Finance, Private Equity, Valuation, Alternative Investments, Hedge Funds, Investment Banking, Asset Management
Education
Boston College 1981 — 1985
Finance
Michael Noone's Donaldson, Lufkin & Jenrette Experience March 1997 - October 2000
Job Managing Director at BNY Mellon, Institutional Equity Trading
Industry Financial Services
Experience
BNY Mellon October 2008 - Present
Lehman Brothers October 2000 - October 2006
Donaldson, Lufkin & Jenrette March 1997 - October 2000
PaineWebber, Inc. May 1996 - February 1997
Dresdner Securities (USA), Inc. October 1994 - May 1996
Kidder Peabody January 1993 - October 1994
Skills
FINRA: Series 7, 24,..., Series 7, Trading Systems, Derivatives, Asset Managment, Investments, Alternative Investments, Asset Management, FX trading, Risk Management, Institutional
Education
Boston College
Bachelor of Science, Carroll School of Management
Xavier High School (NYC)
BNY Mellon October 2008 - Present
Lehman Brothers October 2000 - October 2006
Donaldson, Lufkin & Jenrette March 1997 - October 2000
PaineWebber, Inc. May 1996 - February 1997
Dresdner Securities (USA), Inc. October 1994 - May 1996
Kidder Peabody January 1993 - October 1994
Skills
FINRA: Series 7, 24,..., Series 7, Trading Systems, Derivatives, Asset Managment, Investments, Alternative Investments, Asset Management, FX trading, Risk Management, Institutional
Education
Boston College
Bachelor of Science, Carroll School of Management
Xavier High School (NYC)
Joseph Crociata Joseph Crociata's Donaldson, Lufkin & Jenrette Experience February 1989 - June 1997
Job Telecommunications Technology Infrastructure
Industry Telecommunications
Experience
CITI August 2006 - March 2015
Plymouth Rock Assurance Companies December 2003 - August 2006
Morgan Stanley June 1999 - October 2003
TSL-BRITE for JP MORGAN CHASE June 1997 - August 1999
Donaldson, Lufkin & Jenrette February 1989 - June 1997
Skills
IT Project & Program..., Telecommunications..., Telecommunications..., Avaya Site..., Avaya Communication..., Avaya IP Telephony, Call Center Architecture, Call Center..., Mobile Telephony, Vendor Management, Third Party Vendor..., Vendor Contracts, Vendor Managed Inventory, Carrier Relationship..., Customer Service, Compliance, Network Provisioning, User Provisioning, Office Equipment, Market Data, Infrastructure..., Banking, Retail Banking, Risk Management, Troubleshooting, System Deployment, ISDN, DHCP, IP, Call Centers, IT Infrastructure..., RFP, Capacity Planning, Project Management, Integration, Telecommunications, Management, VoIP, Switches, Networking
Education
Pace University 1992 — 1993
City University of New York-College of Staten Island 1986 — 1987
CITI August 2006 - March 2015
Plymouth Rock Assurance Companies December 2003 - August 2006
Morgan Stanley June 1999 - October 2003
TSL-BRITE for JP MORGAN CHASE June 1997 - August 1999
Donaldson, Lufkin & Jenrette February 1989 - June 1997
Skills
IT Project & Program..., Telecommunications..., Telecommunications..., Avaya Site..., Avaya Communication..., Avaya IP Telephony, Call Center Architecture, Call Center..., Mobile Telephony, Vendor Management, Third Party Vendor..., Vendor Contracts, Vendor Managed Inventory, Carrier Relationship..., Customer Service, Compliance, Network Provisioning, User Provisioning, Office Equipment, Market Data, Infrastructure..., Banking, Retail Banking, Risk Management, Troubleshooting, System Deployment, ISDN, DHCP, IP, Call Centers, IT Infrastructure..., RFP, Capacity Planning, Project Management, Integration, Telecommunications, Management, VoIP, Switches, Networking
Education
Pace University 1992 — 1993
City University of New York-College of Staten Island 1986 — 1987
Robyn Lazara Robyn Lazara's Donaldson, Lufkin & Jenrette Experience June 1996 - March 1999
Job
Industry Publishing
Experience
Everyday Health December 2011 - May 2012
Everyday Health November 2009 - December 2011
Solow Realty & Development September 2008 - March 2009
Morgan Stanley Investment Mgt - Global Risk & Analysis June 2007 - January 2008
Wachovia Securities June 2004 - October 2006
Wachovia Securities June 2004 - June 2006
Morgan Stanley Venture Partners June 2003 - June 2004
Credit Suisse March 1999 - April 2002
Donaldson, Lufkin & Jenrette June 1996 - March 1999
Skills
Market Research, Marketing, Portfolio Management, Social Media, Strategic Planning, Management, Training, Event Management
Education
Fordham Gabelli School of Business 2001 — 2005
MBA
Binghamton University 1992 — 1994
B.A.
Everyday Health December 2011 - May 2012
Everyday Health November 2009 - December 2011
Solow Realty & Development September 2008 - March 2009
Morgan Stanley Investment Mgt - Global Risk & Analysis June 2007 - January 2008
Wachovia Securities June 2004 - October 2006
Wachovia Securities June 2004 - June 2006
Morgan Stanley Venture Partners June 2003 - June 2004
Credit Suisse March 1999 - April 2002
Donaldson, Lufkin & Jenrette June 1996 - March 1999
Skills
Market Research, Marketing, Portfolio Management, Social Media, Strategic Planning, Management, Training, Event Management
Education
Fordham Gabelli School of Business 2001 — 2005
MBA
Binghamton University 1992 — 1994
B.A.
Adam Goldston Adam Goldston's Donaldson, Lufkin & Jenrette Experience September 1999 - December 2002
Job Vice President Corporate Development at Heritage Development Organization
Industry Financial Services
Experience
Heritage Development Organization December 2012 - Present
B. Riley & Co. July 2011 - December 2012
Prospect Medical Holdings, Inc. September 2009 - March 2011
Independent Healthcare Consultant December 2008 - August 2009
Jefferies & Co. October 2003 - December 2008
Donaldson, Lufkin & Jenrette September 1999 - December 2002
Credit Suisse First Boston September 1999 - December 2002
Credit Suisse 2001 - 2002
Skills
Mergers, Investment Banking, Healthcare, Equities, Debt, Financial Services, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Claremont McKenna College 1984 — 1988
BA, Econ/Poly Sci
Heritage Development Organization December 2012 - Present
B. Riley & Co. July 2011 - December 2012
Prospect Medical Holdings, Inc. September 2009 - March 2011
Independent Healthcare Consultant December 2008 - August 2009
Jefferies & Co. October 2003 - December 2008
Donaldson, Lufkin & Jenrette September 1999 - December 2002
Credit Suisse First Boston September 1999 - December 2002
Credit Suisse 2001 - 2002
Skills
Mergers, Investment Banking, Healthcare, Equities, Debt, Financial Services, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Claremont McKenna College 1984 — 1988
BA, Econ/Poly Sci
Gratia Pelliciotti Gratia Pelliciotti's Donaldson, Lufkin & Jenrette Experience June 1987 - June 1990
Job Executive Assistant at McLean Hospital
Industry Executive Office
Experience
McLean Hospital (Partners HealthCare) November 2013 - Present
Keller Williams Realty, Inc. September 2010 - June 2013
Rutgers Business School January 2011 - May 2011
Weichert, Realtors July 2007 - September 2010
Multiple Non-Profits January 2002 - July 2009
Enhance Reinsurance September 1992 - February 2000
M.R. Beal & Co. June 1990 - August 1991
Donaldson, Lufkin & Jenrette June 1987 - June 1990
Bankers Trust Company April 1985 - June 1987
Warner Bros. Entertainment Group of Companies February 1984 - March 1985
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, Customer Service, English, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Leadership, Time Management, Management
Education
London School of Economics and Political Science 1981 — 1982
MSc(Econ), Economics & Political Science
Barnard College 1977 — 1980
Bachelor's degree, Political Science and Government, 3.75 GPA - magna cum laude
Fordham University 1976 — 1977
transferred to Barnard after freshman year, A
Upper Merion High School 1972 — 1976
HS diploma
McLean Hospital (Partners HealthCare) November 2013 - Present
Keller Williams Realty, Inc. September 2010 - June 2013
Rutgers Business School January 2011 - May 2011
Weichert, Realtors July 2007 - September 2010
Multiple Non-Profits January 2002 - July 2009
Enhance Reinsurance September 1992 - February 2000
M.R. Beal & Co. June 1990 - August 1991
Donaldson, Lufkin & Jenrette June 1987 - June 1990
Bankers Trust Company April 1985 - June 1987
Warner Bros. Entertainment Group of Companies February 1984 - March 1985
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Windows, Customer Service, English, Research, Teaching, Public Speaking, Strategic Planning, Budgets, Leadership, Time Management, Management
Education
London School of Economics and Political Science 1981 — 1982
MSc(Econ), Economics & Political Science
Barnard College 1977 — 1980
Bachelor's degree, Political Science and Government, 3.75 GPA - magna cum laude
Fordham University 1976 — 1977
transferred to Barnard after freshman year, A
Upper Merion High School 1972 — 1976
HS diploma
Inez Maria Recio Inez Maria Recio's Donaldson, Lufkin & Jenrette Experience 1996 - 1998
Job Senior Social Sales & Events Manager at Westminster Hotel
Industry Events Services
Experience
Elaborate Parties by Bennett Senior Social Events ManagerWestminster HotelSeptember 2014 - March 2015
Park Avenue Club January 2012 - September 2014
Donaldson, Lufkin & Jenrette 1996 - 1998
Reuters 1988 - 1996
Reuters 1988 - 1996
Reuters 1988 - 1996
Reuters 1988 - 1996
Reuters 1988 - 1996
Moore & Schley 1983 - 1986
Skills
Event Management, Event Planning, Management, Hospitality, Corporate Events, Customer Service, Sales, Marketing, Trade Shows, Weddings
Education
Columbia University in the City of New York 1987 — 1997
Binghamton University 1986 — 1987
Elaborate Parties by Bennett Senior Social Events ManagerWestminster HotelSeptember 2014 - March 2015
Park Avenue Club January 2012 - September 2014
Donaldson, Lufkin & Jenrette 1996 - 1998
Reuters 1988 - 1996
Reuters 1988 - 1996
Reuters 1988 - 1996
Reuters 1988 - 1996
Reuters 1988 - 1996
Moore & Schley 1983 - 1986
Skills
Event Management, Event Planning, Management, Hospitality, Corporate Events, Customer Service, Sales, Marketing, Trade Shows, Weddings
Education
Columbia University in the City of New York 1987 — 1997
Binghamton University 1986 — 1987
Salvatore Restivo Salvatore Restivo's Donaldson, Lufkin & Jenrette Experience April 1995 - October 2000
Job Research Product Manager at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley January 2015 - Present
RIXML.org May 2000 - Present
J.P. Morgan January 2011 - July 2014
Credit Suisse November 2000 - December 2010
Donaldson, Lufkin & Jenrette April 1995 - October 2000
CS First Boston February 1992 - March 1995
IBM May 1991 - August 1991
Skills
Program Management, Business Analysis, Market Data, Trading Systems, Software Development, Requirements Gathering, PMO, Vendor Management, Software Project..., SDLC, IT Strategy, Disaster Recovery, Fixed Income, Team Leadership, Equities, Process Improvement, Investment Banking, Cross-functional Team..., Capital Markets, Electronic Trading, Banking, Project Portfolio..., Project Management, Securities, Middle Office, Derivatives, Team Management, Financial Services, Management, Integration, Leadership, Sybase, Prime Brokerage, Equity Trading, Equity Research, Web Project Management, CRM, Enterprise Architecture, Analysis, Databases, Project Planning, Reference Data, Trading, Business Intelligence, Software Documentation, Product Management
Education
Carnegie Mellon University 1989 — 1992
N/A, Computer Science
Polytechnic University 1988 — 1989
Master's Degree, Computer Science, 4.00 GPA (out of 4.00)
Polytechnic University 1985 — 1989
Bachelor's Degree, Computer Science, 3.96 GPA (out of 4.00)
Morgan Stanley January 2015 - Present
RIXML.org May 2000 - Present
J.P. Morgan January 2011 - July 2014
Credit Suisse November 2000 - December 2010
Donaldson, Lufkin & Jenrette April 1995 - October 2000
CS First Boston February 1992 - March 1995
IBM May 1991 - August 1991
Skills
Program Management, Business Analysis, Market Data, Trading Systems, Software Development, Requirements Gathering, PMO, Vendor Management, Software Project..., SDLC, IT Strategy, Disaster Recovery, Fixed Income, Team Leadership, Equities, Process Improvement, Investment Banking, Cross-functional Team..., Capital Markets, Electronic Trading, Banking, Project Portfolio..., Project Management, Securities, Middle Office, Derivatives, Team Management, Financial Services, Management, Integration, Leadership, Sybase, Prime Brokerage, Equity Trading, Equity Research, Web Project Management, CRM, Enterprise Architecture, Analysis, Databases, Project Planning, Reference Data, Trading, Business Intelligence, Software Documentation, Product Management
Education
Carnegie Mellon University 1989 — 1992
N/A, Computer Science
Polytechnic University 1988 — 1989
Master's Degree, Computer Science, 4.00 GPA (out of 4.00)
Polytechnic University 1985 — 1989
Bachelor's Degree, Computer Science, 3.96 GPA (out of 4.00)
Kimberlee Bowman Kimberlee Bowman's Donaldson, Lufkin & Jenrette Experience 1985 - 1987
Job Bank of America Merrill Lynch, Vice President Executive Recruiter
Industry Financial Services
Experience
Bank of America Merrill Lynch July 2015 - Present
Appleton Street Advisors April 2006 - July 2015
MassMutual June 2004 - 2005
Professions, Inc. 2002 - 2004
morgan stanley October 1998 - October 2001
morgan stanley 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody 1990 - 1994
donaldson, lufkin & Jenrette 1985 - 1987
Skills
Investment Advisory, Recruiting, Portfolio Management, Insurance, Leadership, Management, Executive Search, Employee Benefits, Financial Services, Series 7, Retirement, Investments, Strategic Financial..., Sourcing, Business Relationship..., Sales Management, Cross Selling, Talent Acquisition, Bonds, Talent Management, Retirement Planning, Wholesale, Training, Finance, Financial Advisory, Fixed Annuities, Life Insurance, Sales, Networking, 401k, Internet Recruiting, Long-term Care, Technical Recruiting, Applicant Tracking..., Onboarding, Mutual Funds
Education
Boston College 1970 — 1974
Bachelor of Arts (B.A.), History
Canisius College 1970 — 1972
ba, history
Bank of America Merrill Lynch July 2015 - Present
Appleton Street Advisors April 2006 - July 2015
MassMutual June 2004 - 2005
Professions, Inc. 2002 - 2004
morgan stanley October 1998 - October 2001
morgan stanley 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody 1990 - 1994
donaldson, lufkin & Jenrette 1985 - 1987
Skills
Investment Advisory, Recruiting, Portfolio Management, Insurance, Leadership, Management, Executive Search, Employee Benefits, Financial Services, Series 7, Retirement, Investments, Strategic Financial..., Sourcing, Business Relationship..., Sales Management, Cross Selling, Talent Acquisition, Bonds, Talent Management, Retirement Planning, Wholesale, Training, Finance, Financial Advisory, Fixed Annuities, Life Insurance, Sales, Networking, 401k, Internet Recruiting, Long-term Care, Technical Recruiting, Applicant Tracking..., Onboarding, Mutual Funds
Education
Boston College 1970 — 1974
Bachelor of Arts (B.A.), History
Canisius College 1970 — 1972
ba, history
Marie Ahearn Marie Ahearn's Donaldson, Lufkin & Jenrette Experience June 1984 - September 1997
Job
Industry
Experience
Garden OBGYN July 2013 - Present
Northern OBGYN July 2012 - July 2014
Comprehensive Podiatric Care October 2001 - July 2010
Donaldson, Lufkin & Jenrette June 1984 - September 1997
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Medical Billing, Medical Records, Surgical Scheduling, Healthcare
Education
City University of New York-Brooklyn College
International Business
James Madison High School
High School Diploma
Garden OBGYN July 2013 - Present
Northern OBGYN July 2012 - July 2014
Comprehensive Podiatric Care October 2001 - July 2010
Donaldson, Lufkin & Jenrette June 1984 - September 1997
Skills
Microsoft Office, Microsoft Excel, Customer Service, Microsoft Word, Medical Billing, Medical Records, Surgical Scheduling, Healthcare
Education
City University of New York-Brooklyn College
International Business
James Madison High School
High School Diploma
Todd Simon Todd Simon's Donaldson, Lufkin & Jenrette Experience 1995 - 2001
Job Head of Corporate Development and M&A at xAd, Inc.
Industry Online Media
Experience
xAd, Inc March 2015 - Present
CITIC Capital January 2007 - Present
Oppenheimer & Co. March 2011 - January 2015
MadeFire July 2010 - June 2014
the Rubicon Project July 2009 - June 2014
Riverside Management Group January 2006 - June 2010
Bank of America 2005 - 2005
NeighborhoodScout 2001 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2001
Lehman Brothers 1993 - 1995
Skills
Venture Capital, Corporate Development, Strategic Partnerships, Investment Banking, Strategy, Business Development, Due Diligence, Mergers & Acquisitions, IPO, Valuation, Entrepreneurship, Private Equity, Digital Media, Investments, Financial Analysis, Strategic Planning, Advertising, M, Mergers, Start-ups
Education
Columbia University - Columbia Business School 1992 — 1993
Brandeis University 1981 — 1985
Economics
xAd, Inc March 2015 - Present
CITIC Capital January 2007 - Present
Oppenheimer & Co. March 2011 - January 2015
MadeFire July 2010 - June 2014
the Rubicon Project July 2009 - June 2014
Riverside Management Group January 2006 - June 2010
Bank of America 2005 - 2005
NeighborhoodScout 2001 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2001
Lehman Brothers 1993 - 1995
Skills
Venture Capital, Corporate Development, Strategic Partnerships, Investment Banking, Strategy, Business Development, Due Diligence, Mergers & Acquisitions, IPO, Valuation, Entrepreneurship, Private Equity, Digital Media, Investments, Financial Analysis, Strategic Planning, Advertising, M, Mergers, Start-ups
Education
Columbia University - Columbia Business School 1992 — 1993
Brandeis University 1981 — 1985
Economics
Simon Jawitz Simon Jawitz's Donaldson, Lufkin & Jenrette Experience March 1998 - December 2000
Job Chief Financial Officer at Common
Industry Real Estate
Experience
Common June 2015 - Present
Bank Leumi USA March 2014 - Present
Zarb School of Business, Hofstra University April 2012 - Present
Maurice A. Deane School of Law, Hofstra University April 2015 - Present
Growth Philanthropy Network December 2008 - Present
Fifth Avenue Equity LLC May 2014 - June 2015
Sierra Real Estate February 2013 - April 2014
Intellistem Orthopaedic Innovations 2006 - 2008
Scarguard Labs LLC 2001 - 2006
Donaldson, Lufkin & Jenrette March 1998 - December 2000
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Corporate Governance, Financial Markets, International Finance, Accounting, American History, World History, Equity Valuation, Equity Capital Markets, Debt & Equity Financing, Business Acquisition..., Nonprofits, Private Equity, Asset Management, Management
Education
University of Pennsylvania Law School 1975 — 1978
Doctor of Law (J.D.), cum laude
Brandeis University 1971 — 1975
Bachelor of Arts (B.A.), magna cum laude
Common June 2015 - Present
Bank Leumi USA March 2014 - Present
Zarb School of Business, Hofstra University April 2012 - Present
Maurice A. Deane School of Law, Hofstra University April 2015 - Present
Growth Philanthropy Network December 2008 - Present
Fifth Avenue Equity LLC May 2014 - June 2015
Sierra Real Estate February 2013 - April 2014
Intellistem Orthopaedic Innovations 2006 - 2008
Scarguard Labs LLC 2001 - 2006
Donaldson, Lufkin & Jenrette March 1998 - December 2000
Skills
Financial Analysis, Financial Modeling, Financial Accounting, Corporate Finance, Corporate Governance, Financial Markets, International Finance, Accounting, American History, World History, Equity Valuation, Equity Capital Markets, Debt & Equity Financing, Business Acquisition..., Nonprofits, Private Equity, Asset Management, Management
Education
University of Pennsylvania Law School 1975 — 1978
Doctor of Law (J.D.), cum laude
Brandeis University 1971 — 1975
Bachelor of Arts (B.A.), magna cum laude
Arkady Krutkovich Arkady Krutkovich's Donaldson, Lufkin & Jenrette Experience March 1996 - September 1997
Job Senior Project Manager / Solutions Architect
Industry Financial Services
Experience
Governor's Office of Storm Recovery - State of New York February 2014 - Present
Infineon Capital Management, LLC September 2012 - November 2013
AMDS Consulting Inc. September 2009 - September 2012
BlackRock August 2010 - December 2011
ZAIS 2009 - 2010
Merrill Lynch July 2006 - September 2009
Lehman Brothers July 2001 - July 2006
Morgan Stanley September 1997 - July 2001
Donaldson, Lufkin & Jenrette March 1996 - September 1997
Prudential Securities June 1991 - February 1996
Skills
Technology Leadership, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Valuation, Structured Finance, Risk Management, Analytics, Financial Risk, Python, Credit, Software Project..., Risk Analysis, C++, Fixed Income Analysis, Quantitative Analytics, Emerging Markets, Econometric Modeling, Project Management, Market Risk, Stress Testing, Structured Products, C#, T-SQL, JavaScript, django, jQuery, Bootstrap, Qt, .NET WPF / C#, .NET WCF / C#, Sharepoint 2010/2013, SSAS, OLAP BI Tools, ksh, bash, csh,..., Java, Scala, Play Framework, Xamarin, AngularJS, Bloomberg AIM, Bloomberg API, Dealmaker, Intex API/Desktop
Education
State University of New York at Binghamton 1986 — 1990
BA, History
Governor's Office of Storm Recovery - State of New York February 2014 - Present
Infineon Capital Management, LLC September 2012 - November 2013
AMDS Consulting Inc. September 2009 - September 2012
BlackRock August 2010 - December 2011
ZAIS 2009 - 2010
Merrill Lynch July 2006 - September 2009
Lehman Brothers July 2001 - July 2006
Morgan Stanley September 1997 - July 2001
Donaldson, Lufkin & Jenrette March 1996 - September 1997
Prudential Securities June 1991 - February 1996
Skills
Technology Leadership, Derivatives, Fixed Income, Portfolio Management, Capital Markets, Hedge Funds, Valuation, Structured Finance, Risk Management, Analytics, Financial Risk, Python, Credit, Software Project..., Risk Analysis, C++, Fixed Income Analysis, Quantitative Analytics, Emerging Markets, Econometric Modeling, Project Management, Market Risk, Stress Testing, Structured Products, C#, T-SQL, JavaScript, django, jQuery, Bootstrap, Qt, .NET WPF / C#, .NET WCF / C#, Sharepoint 2010/2013, SSAS, OLAP BI Tools, ksh, bash, csh,..., Java, Scala, Play Framework, Xamarin, AngularJS, Bloomberg AIM, Bloomberg API, Dealmaker, Intex API/Desktop
Education
State University of New York at Binghamton 1986 — 1990
BA, History
Arthur Leonetti Arthur Leonetti's Donaldson, Lufkin & Jenrette Experience March 1989 - December 2000
Job Director at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2001 - February 2013
Donaldson, Lufkin & Jenrette March 1989 - December 2000
LF Rothschild,Unterbarg,Towbin 1982 - 1989
Skills
Financial Accounting, Project Management, Management Reporting, Design & Implement..., Management
Education
Hunter College
Bachelor of Education (B.Ed.), Education
Pace University - Lubin School of Business
Master's degree, Accounting, 1984
Credit Suisse January 2001 - February 2013
Donaldson, Lufkin & Jenrette March 1989 - December 2000
LF Rothschild,Unterbarg,Towbin 1982 - 1989
Skills
Financial Accounting, Project Management, Management Reporting, Design & Implement..., Management
Education
Hunter College
Bachelor of Education (B.Ed.), Education
Pace University - Lubin School of Business
Master's degree, Accounting, 1984
David Protiva David Protiva's Donaldson, Lufkin & Jenrette Experience 1995 - 2000
Job Owner, Sterling Acceptance Corp
Industry Real Estate
Experience
Sterling Acceptance Corp 2000 - Present
Donaldson, Lufkin & Jenrette 1995 - 2000
Kidder, Peabody & Co. 1986 - 1995
Skills
Property Management, Investment Properties, Real Estate, Investments, REO, Real Estate Transactions, Investors, Foreclosures, Disposition, Real Estate Economics, Bonds, Real Estate Development, Asset Managment, Negotiation, Strategic Planning, Residential Homes, Brokerage, Mortgage Lending, Contract Negotiation, Sales
Education
Amherst College 1973 — 1977
Westminster Schools 1967 — 1973
Sterling Acceptance Corp 2000 - Present
Donaldson, Lufkin & Jenrette 1995 - 2000
Kidder, Peabody & Co. 1986 - 1995
Skills
Property Management, Investment Properties, Real Estate, Investments, REO, Real Estate Transactions, Investors, Foreclosures, Disposition, Real Estate Economics, Bonds, Real Estate Development, Asset Managment, Negotiation, Strategic Planning, Residential Homes, Brokerage, Mortgage Lending, Contract Negotiation, Sales
Education
Amherst College 1973 — 1977
Westminster Schools 1967 — 1973
Christopher McDermott Christopher McDermott's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job VP of Data Center Operations at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley September 2006 - Present
Goldman Sachs July 2004 - September 2006
TD Waterhouse 2001 - 2004
NYBOT 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Infrastructure..., Data Center, Co-location, Business Continuity, UPS systems, Disaster Recovery, IT Operations, Cabling, Infrastructure, Business Continuity..., Facilities Management, Capacity Planning
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
BBA, Finance
High School of Telecommunications Arts & Technology 1985 — 1989
Morgan Stanley September 2006 - Present
Goldman Sachs July 2004 - September 2006
TD Waterhouse 2001 - 2004
NYBOT 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Infrastructure..., Data Center, Co-location, Business Continuity, UPS systems, Disaster Recovery, IT Operations, Cabling, Infrastructure, Business Continuity..., Facilities Management, Capacity Planning
Education
Baruch College, City University of New York (CUNY) 1989 — 1993
BBA, Finance
High School of Telecommunications Arts & Technology 1985 — 1989
Lori Scollo Lori Scollo's Donaldson, Lufkin & Jenrette Experience 1994 - 2000
Job Administrative/Project Coordinator at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase February 2011 - Present
F.E.G.S. (Federation Employment Guidance Service) · New York, NY 2009 - February 2011
The Bank of New York August 2000 - November 2008
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
Employee Relations, Recruiting, Organizational..., Human Resources, Deferred Compensation, Team Building, Management, Employee Benefits, Project Management, Talent Acquisition, Personnel Management, Talent Management, Mergers & Acquisitions, Policy, Benefits Administration, Time Management, Program Management, Leadership, Onboarding, Performance Management, Succession Planning, Training, Vendor Management, Fundraising, Leadership Development, Interviews, Coaching, Employee Training, Organizational...
Education
State University of New York Empire State College 2007 — 2009
Bachelor of Science, Human Resource Management
Baruch College, City University of New York (CUNY) 1980 — 1982
Business Administration
JPMorgan Chase February 2011 - Present
F.E.G.S. (Federation Employment Guidance Service) · New York, NY 2009 - February 2011
The Bank of New York August 2000 - November 2008
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
Employee Relations, Recruiting, Organizational..., Human Resources, Deferred Compensation, Team Building, Management, Employee Benefits, Project Management, Talent Acquisition, Personnel Management, Talent Management, Mergers & Acquisitions, Policy, Benefits Administration, Time Management, Program Management, Leadership, Onboarding, Performance Management, Succession Planning, Training, Vendor Management, Fundraising, Leadership Development, Interviews, Coaching, Employee Training, Organizational...
Education
State University of New York Empire State College 2007 — 2009
Bachelor of Science, Human Resource Management
Baruch College, City University of New York (CUNY) 1980 — 1982
Business Administration
Christopher M. Turner Christopher M. Turner's Donaldson, Lufkin & Jenrette Experience September 1992 - November 2000
Job Managing Director at The Leo Group, LLC
Industry Financial Services
Experience
The Leo Group, LLC January 2015 - Present
Apex Wealth Services LLC November 2012 - December 2014
FCG Global, LLC May 2011 - January 2013
Papmarkou Wellner Inc. January 2010 - April 2011
Silvercrest Asset Management April 2002 - October 2009
Credit Suisse Asset Management November 2000 - March 2002
Donaldson, Lufkin & Jenrette September 1992 - November 2000
Bessemer Trust March 1987 - September 1992
Skills
Portfolio Management, Finance, Management, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Account Management, Investments, Private Equity, Wealth Management, Fixed Income, Equities, Valuation, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1986
MBA, Finance
Boston College 1979 — 1983
BA, History
The Leo Group, LLC January 2015 - Present
Apex Wealth Services LLC November 2012 - December 2014
FCG Global, LLC May 2011 - January 2013
Papmarkou Wellner Inc. January 2010 - April 2011
Silvercrest Asset Management April 2002 - October 2009
Credit Suisse Asset Management November 2000 - March 2002
Donaldson, Lufkin & Jenrette September 1992 - November 2000
Bessemer Trust March 1987 - September 1992
Skills
Portfolio Management, Finance, Management, Alternative Investments, Hedge Funds, Asset Management, Asset Allocation, Account Management, Investments, Private Equity, Wealth Management, Fixed Income, Equities, Valuation, Financial Modeling
Education
Rutgers, The State University of New Jersey-Newark 1984 — 1986
MBA, Finance
Boston College 1979 — 1983
BA, History
Nadia Martincic Nadia Martincic's Donaldson, Lufkin & Jenrette Experience 1991 - 1994
Job Assistant Vice President Treasury Relationship Manager at Wells Fargo
Industry Banking
Experience
Wells Fargo Capital Finance December 2009 - September 2014
The Bank of New York Mellon 2006 - 2009
First Republic Bank 2003 - 2006
Deutsche Bank Private Banking 2000 - 2003
Reuters America 1997 - 2000
Louis Dreyfus Sugar Co 1995 - 1996
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Credit Analysis, Private Banking, Portfolio Management, Capital Markets, Credit, Banking, Cash Management, Treasury Management, Finance, Management, Financial Services, Financial Risk, Hedge Funds, Executive Management, Relationship Management, Fixed Income, Risk Management, Loans
Education
The Bank of New York Mellon 2007 — 2007
Nine month Credit Training Program
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Finance
Wells Fargo Capital Finance December 2009 - September 2014
The Bank of New York Mellon 2006 - 2009
First Republic Bank 2003 - 2006
Deutsche Bank Private Banking 2000 - 2003
Reuters America 1997 - 2000
Louis Dreyfus Sugar Co 1995 - 1996
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Credit Analysis, Private Banking, Portfolio Management, Capital Markets, Credit, Banking, Cash Management, Treasury Management, Finance, Management, Financial Services, Financial Risk, Hedge Funds, Executive Management, Relationship Management, Fixed Income, Risk Management, Loans
Education
The Bank of New York Mellon 2007 — 2007
Nine month Credit Training Program
Baruch College, City University of New York (CUNY) 1987 — 1991
BBA, Finance
Carmen Lopez, CAMS Carmen Lopez, CAMS's Donaldson, Lufkin & Jenrette Experience February 1996 - May 1998
Job Client Service Representative at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan September 2008 - Present
ACAMS 2012 - 2013
J.P. Morgan August 2004 - September 2008
The Winchester Group May 1998 - March 2004
Donaldson, Lufkin & Jenrette February 1996 - May 1998
Skills
Fluent in Spanish, Proficient in Microsoft..., Knowledgeable in..., Series 7, Equities, Fixed Income, Investments, AML, Securities, Mutual Funds, Financial Services, KYC, FINRA, Wealth Management, Asset Management, Risk Management
Education
New York University 1999 — 2000
Diploma, Paralegal Studies
Boston University 1991 — 1995
Bachelor of Arts (B.A.), Economics & Latin American Studies
J.P. Morgan September 2008 - Present
ACAMS 2012 - 2013
J.P. Morgan August 2004 - September 2008
The Winchester Group May 1998 - March 2004
Donaldson, Lufkin & Jenrette February 1996 - May 1998
Skills
Fluent in Spanish, Proficient in Microsoft..., Knowledgeable in..., Series 7, Equities, Fixed Income, Investments, AML, Securities, Mutual Funds, Financial Services, KYC, FINRA, Wealth Management, Asset Management, Risk Management
Education
New York University 1999 — 2000
Diploma, Paralegal Studies
Boston University 1991 — 1995
Bachelor of Arts (B.A.), Economics & Latin American Studies
Greg Soutendijk's Donaldson, Lufkin & Jenrette Experience June 1999 - August 1999
Job Vice President, Head of Corporate Development at International Flavors & Fragrances
Industry Consumer Goods
Experience
International Flavors & Fragrances July 2015 - Present
International Flavors & Fragrances July 2010 - July 2015
IFF March 2006 - July 2010
Credit Suisse August 2000 - February 2006
Donaldson, Lufkin & Jenrette June 1999 - August 1999
Skills
Corporate Finance, Investment Banking, Mergers, Strategy, Financial Modeling, Business Strategy, Strategic Planning, Private Equity, Marketing Strategy, Competitive Analysis, Due Diligence, Valuation
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance & Accounting
Boston University 1986 — 1990
BA, Economics & Psychology
International Flavors & Fragrances July 2015 - Present
International Flavors & Fragrances July 2010 - July 2015
IFF March 2006 - July 2010
Credit Suisse August 2000 - February 2006
Donaldson, Lufkin & Jenrette June 1999 - August 1999
Skills
Corporate Finance, Investment Banking, Mergers, Strategy, Financial Modeling, Business Strategy, Strategic Planning, Private Equity, Marketing Strategy, Competitive Analysis, Due Diligence, Valuation
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance & Accounting
Boston University 1986 — 1990
BA, Economics & Psychology
jeffrey strnad jeffrey strnad's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job Principal at Beach House Design & Development
Industry Real Estate
Experience
Beach House Design & Development 2001 - Present
Credit Suisse 2001 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2001
Jones Lang LaSalle 1991 - 1999
KPMG 1987 - 1991
Education
UCLA 2005 — 2008
Professional Program, Interior Design
Bowling Green State University 1983 — 1987
BSBA, Accounting
Beach House Design & Development 2001 - Present
Credit Suisse 2001 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2001
Jones Lang LaSalle 1991 - 1999
KPMG 1987 - 1991
Education
UCLA 2005 — 2008
Professional Program, Interior Design
Bowling Green State University 1983 — 1987
BSBA, Accounting
James Titus James Titus's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Managing Director at Snowflower Capital
Industry Investment Management
Experience
Snowflower Capital September 2007 - Present
Capmark Investments February 2006 - August 2007
GMAC Institutional Advisors 2000 - 2006
Donaldson, Lufkin & Jenrette 1997 - 2000
Standard & Poor's 1986 - 1996
Skills
Securitization, CMBS, Structured Finance, Debt, ABS, Mergers and Acquisitions, Strategic Planning, Change Management, Program Management, Leadership Development, Mergers, Asset Managment, Asset Management, Portfolio Management, Investments, Valuation, Finance, Real Estate, Real Estate Economics, Financial Structuring, Business Development, Securities, Due Diligence, Mezzanine, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 1995 — 1996
Executive Development Program, Management and Strategic Planning
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1984
MBA, Accounting & Management
Babson College 1980 — 1983
BS, Finance and Quantitative Methods
Snowflower Capital September 2007 - Present
Capmark Investments February 2006 - August 2007
GMAC Institutional Advisors 2000 - 2006
Donaldson, Lufkin & Jenrette 1997 - 2000
Standard & Poor's 1986 - 1996
Skills
Securitization, CMBS, Structured Finance, Debt, ABS, Mergers and Acquisitions, Strategic Planning, Change Management, Program Management, Leadership Development, Mergers, Asset Managment, Asset Management, Portfolio Management, Investments, Valuation, Finance, Real Estate, Real Estate Economics, Financial Structuring, Business Development, Securities, Due Diligence, Mezzanine, Mergers & Acquisitions
Education
University of Virginia - Darden Graduate School of Business Administration 1995 — 1996
Executive Development Program, Management and Strategic Planning
Babson College - Franklin W. Olin Graduate School of Business 1983 — 1984
MBA, Accounting & Management
Babson College 1980 — 1983
BS, Finance and Quantitative Methods
Darin White Eydenberg's Donaldson, Lufkin & Jenrette Experience 1998 - 2001
Job Senior Client Partner at Korn/Ferry International
Industry Financial Services
Experience
Korn/Ferry International September 2008 - Present
Whitney Group 2004 - September 2008
Soros Fund Management 2001 - September 2003
Donaldson, Lufkin & Jenrette 1998 - 2001
Education
Barnard College 1994 — 1998
BA, Economics and Political Science
Korn/Ferry International September 2008 - Present
Whitney Group 2004 - September 2008
Soros Fund Management 2001 - September 2003
Donaldson, Lufkin & Jenrette 1998 - 2001
Education
Barnard College 1994 — 1998
BA, Economics and Political Science
Shane C. Hage Shane C. Hage's Donaldson, Lufkin & Jenrette Experience 1998 - 1999
Job Strategic Technical Account Manager
Industry Computer Software
Experience
VMware Inc. June 2007 - Present
Microsoft Corporation April 2001 - June 2007
Merrill Lynch 2000 - 2001
Design Strategy Corporation 1998 - 2001
Hoffman La-Roche 1999 - 2000
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Professional Services, Account Management, Cloud Computing, VMware, Project Management, IT Strategy, TAM, Microsoft Technologies, Virtualization, Pre-sales, Integration, Management, Software Development, Servers, Strategy, CRM, Leadership, SaaS, Enterprise Software, Data Center, System Administration, Solution Selling, Enterprise Architecture, Storage, IT Management, ITIL, Solution Architecture, Negotiation, Business Continuity, Storage Area Networks, Vendor Management, High Availability, SAN, Microsoft Exchange
Education
Disney Institute 2015 — 2015
Quality Service Workshop
Capella University 2006 — 2011
M.B.A., Corporate Finance Specialization
University of Phoenix 2002 — 2006
Bachelor of Science, Management
DeVry Institute of Technology 1992 — 1994
A.A.S.E.E.T., Electronics Engineering Technology
VMware Inc. June 2007 - Present
Microsoft Corporation April 2001 - June 2007
Merrill Lynch 2000 - 2001
Design Strategy Corporation 1998 - 2001
Hoffman La-Roche 1999 - 2000
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Professional Services, Account Management, Cloud Computing, VMware, Project Management, IT Strategy, TAM, Microsoft Technologies, Virtualization, Pre-sales, Integration, Management, Software Development, Servers, Strategy, CRM, Leadership, SaaS, Enterprise Software, Data Center, System Administration, Solution Selling, Enterprise Architecture, Storage, IT Management, ITIL, Solution Architecture, Negotiation, Business Continuity, Storage Area Networks, Vendor Management, High Availability, SAN, Microsoft Exchange
Education
Disney Institute 2015 — 2015
Quality Service Workshop
Capella University 2006 — 2011
M.B.A., Corporate Finance Specialization
University of Phoenix 2002 — 2006
Bachelor of Science, Management
DeVry Institute of Technology 1992 — 1994
A.A.S.E.E.T., Electronics Engineering Technology
Sonia Robinson Sonia Robinson's Donaldson, Lufkin & Jenrette Experience May 1998 - December 2000
Job I'm settled in now.
Industry Executive Office
Experience
Goldman Sachs August 2014 - Present
Sonia Robinson Consulting September 2010 - Present
PricewaterhouseCoopers LLP March 2004 - October 2013
Deloitte & Touche June 2001 - March 2004
Donaldson, Lufkin & Jenrette May 1998 - December 2000
Skills
Microsoft Excel, Sales, Project Management, Finance, Accounting, Financial Analysis, Management, Financial Reporting, Management Consulting
Education
City University of New York-Hunter College 1989 — 1994
Bachelor of Arts (BA), Economics
City University of New York-John Jay College of Criminal Justice
Criminal Justice
Goldman Sachs August 2014 - Present
Sonia Robinson Consulting September 2010 - Present
PricewaterhouseCoopers LLP March 2004 - October 2013
Deloitte & Touche June 2001 - March 2004
Donaldson, Lufkin & Jenrette May 1998 - December 2000
Skills
Microsoft Excel, Sales, Project Management, Finance, Accounting, Financial Analysis, Management, Financial Reporting, Management Consulting
Education
City University of New York-Hunter College 1989 — 1994
Bachelor of Arts (BA), Economics
City University of New York-John Jay College of Criminal Justice
Criminal Justice
Vincent Mistretta Vincent Mistretta's Donaldson, Lufkin & Jenrette Experience August 1998 - February 2000
Job CoFounder, President & CoSenior Portfolio Manager
Industry Investment Management
Experience
Coherence Capital Partners LLC January 2012 - Present
Vincent Mistretta Photography January 2010 - Present
JNF Asset Management May 2011 - December 2011
L Plus LLC January 2010 - April 2011
UBS Investment Bank September 2002 - February 2009
SAC Capital Advisors June 2001 - July 2002
HSBC February 2000 - June 2001
Donaldson, Lufkin & Jenrette August 1998 - February 2000
Bear Stearns September 1986 - August 1998
Skills
Asset Management, Credit, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Asset Managment, Investments, Bonds, CDS, Capital Markets, Equities, Derivatives, Emerging Markets, High Yield, Series 7, Trading, Investment Management, Risk Management, Structured Products, Investment Banking, Securities
Education
Bucknell University 1982 — 1986
BA, Economics
Garden City High School 1978 — 1982
Coherence Capital Partners LLC January 2012 - Present
Vincent Mistretta Photography January 2010 - Present
JNF Asset Management May 2011 - December 2011
L Plus LLC January 2010 - April 2011
UBS Investment Bank September 2002 - February 2009
SAC Capital Advisors June 2001 - July 2002
HSBC February 2000 - June 2001
Donaldson, Lufkin & Jenrette August 1998 - February 2000
Bear Stearns September 1986 - August 1998
Skills
Asset Management, Credit, Hedge Funds, Fixed Income, Portfolio Management, Alternative Investments, Asset Managment, Investments, Bonds, CDS, Capital Markets, Equities, Derivatives, Emerging Markets, High Yield, Series 7, Trading, Investment Management, Risk Management, Structured Products, Investment Banking, Securities
Education
Bucknell University 1982 — 1986
BA, Economics
Garden City High School 1978 — 1982
Julie Maxon's Donaldson, Lufkin & Jenrette Experience October 1996 - November 2000
Job Managing Director at The Weatherly Group
Industry Staffing and Recruiting
Experience
The Weatherly Group September 2011 - Present
Donaldson, Lufkin & Jenrette October 1996 - November 2000
Turner Broadcasting June 1995 - October 1996
Skills
Portfolio Management, Event Planning, New Business Development, Capital Markets, Financial Services, Private Equity, Corporate Finance, Event Management, Emerging Markets, Business Development, Talent Acquisition, Hedge Funds, Investment Banking, Business Strategy, M&A experience, Public Speaking, Valuation, Start-ups, Financial Modeling, Equities, Marketing Strategy, Recruiting, Strategy, Marketing
Education
Boston University 1993 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
University of Vermont 1991 — 1993
Scharsdale High School 1987 — 1991
The Weatherly Group September 2011 - Present
Donaldson, Lufkin & Jenrette October 1996 - November 2000
Turner Broadcasting June 1995 - October 1996
Skills
Portfolio Management, Event Planning, New Business Development, Capital Markets, Financial Services, Private Equity, Corporate Finance, Event Management, Emerging Markets, Business Development, Talent Acquisition, Hedge Funds, Investment Banking, Business Strategy, M&A experience, Public Speaking, Valuation, Start-ups, Financial Modeling, Equities, Marketing Strategy, Recruiting, Strategy, Marketing
Education
Boston University 1993 — 1995
Bachelor of Business Administration (B.B.A.), Marketing
University of Vermont 1991 — 1993
Scharsdale High School 1987 — 1991
Robert Eisenstein Robert Eisenstein's Donaldson, Lufkin & Jenrette Experience May 1998 - August 1999
Job Director of Information Technology, HomeRun Homes
Industry Information Technology and Services
Experience
HomeRun Homes July 2013 - Present
HomeRun Homes October 2012 - July 2013
Thomson Reuters July 2011 - October 2012
HomeRun Homes August 2002 - July 2011
Clear Channel Communications May 2000 - August 2002
Veronis Suhler Stevenson August 1999 - May 2000
Donaldson, Lufkin & Jenrette May 1998 - August 1999
IPM July 1997 - May 1998
Skills
Citrix Metaframe, DNS, Remote Team Management, Turnover Reduction, Help Desk Supervision, Hiring, Training,..., Project Management, Client Retention, Departmental Budgeting, Networks: Wi-Fi,..., Software: Windows OS, IT Management, Management
Education
City University of New York-Baruch College 1988 — 1992
BBA, Finance
John Adams High School 1985 — 1988
Regents Diploma, Business, 85
HomeRun Homes July 2013 - Present
HomeRun Homes October 2012 - July 2013
Thomson Reuters July 2011 - October 2012
HomeRun Homes August 2002 - July 2011
Clear Channel Communications May 2000 - August 2002
Veronis Suhler Stevenson August 1999 - May 2000
Donaldson, Lufkin & Jenrette May 1998 - August 1999
IPM July 1997 - May 1998
Skills
Citrix Metaframe, DNS, Remote Team Management, Turnover Reduction, Help Desk Supervision, Hiring, Training,..., Project Management, Client Retention, Departmental Budgeting, Networks: Wi-Fi,..., Software: Windows OS, IT Management, Management
Education
City University of New York-Baruch College 1988 — 1992
BBA, Finance
John Adams High School 1985 — 1988
Regents Diploma, Business, 85
Chip Dillon, CFA Chip Dillon, CFA's Donaldson, Lufkin & Jenrette Experience May 1985 - July 1985
Job Partner at Vertical Research Partners
Industry Research
Experience
Vertical Research Partners July 2011 - Present
Credit Suisse March 2009 - July 2011
Citigroup August 1992 - December 2008
First Manhattan Co. February 1991 - August 1992
JP Morgan Investment Management July 1986 - February 1991
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Deutsche Bank August 1980 - August 1984
Skills
Fixed Income, Series 7, Equity Research, Capital Markets, Financial Modeling, Investments, Equities, Structured Products, Private Equity, Series 63, Asset Managment, Portfolio Management, Asset Management, Hedge Funds, Financial Analysis, Valuation, Bloomberg, Investment Banking
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
BS
Appalachian State University 1976 — 1977
None
Vertical Research Partners July 2011 - Present
Credit Suisse March 2009 - July 2011
Citigroup August 1992 - December 2008
First Manhattan Co. February 1991 - August 1992
JP Morgan Investment Management July 1986 - February 1991
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Deutsche Bank August 1980 - August 1984
Skills
Fixed Income, Series 7, Equity Research, Capital Markets, Financial Modeling, Investments, Equities, Structured Products, Private Equity, Series 63, Asset Managment, Portfolio Management, Asset Management, Hedge Funds, Financial Analysis, Valuation, Bloomberg, Investment Banking
Education
Columbia University - Columbia Business School 1984 — 1986
MBA
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 1978 — 1980
BS
Appalachian State University 1976 — 1977
None
Erica Gesing Erica Gesing's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Managing Attorney at Zwicker & Associates, P.C.
Industry Law Practice
Experience
Zwicker & Associates, P.C. July 2014 - Present
Zwicker & Associates, P.C. January 2012 - July 2014
Kalil & LaCount July 2010 - January 2012
Gallant & Ervin, LLC October 2004 - June 2010
Disabilities Rights Center May 2003 - August 2003
Melick, Porter & Shea, LLP October 2000 - August 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Legal Research
Education
New England School of Law 2001 — 2004
JD
Boston University 1995 — 1999
North Andover High School 1991 — 1995
Zwicker & Associates, P.C. July 2014 - Present
Zwicker & Associates, P.C. January 2012 - July 2014
Kalil & LaCount July 2010 - January 2012
Gallant & Ervin, LLC October 2004 - June 2010
Disabilities Rights Center May 2003 - August 2003
Melick, Porter & Shea, LLP October 2000 - August 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Legal Research
Education
New England School of Law 2001 — 2004
JD
Boston University 1995 — 1999
North Andover High School 1991 — 1995
Eric Gregg Eric Gregg's Donaldson, Lufkin & Jenrette Experience May 1998 - October 2000
Job Founder and Principal at Four Tree Island Advisory LLC
Industry Investment Management
Experience
Four Tree Island Advisory LLC July 2011 - Present
OTO Technologies April 2009 - June 2011
Credit Suisse October 2000 - February 2009
Donaldson, Lufkin & Jenrette May 1998 - October 2000
Deutsche Bank Securities April 1996 - May 1998
Goldman Sachs April 1994 - April 1996
Skills
Debt, Valuation, Credit, Capital Markets, Investment Banking, Equities, Corporate Finance, Investments, Strategy, Financial Analysis, LBO, Asset Management, Fixed Income, Finance, Mergers & Acquisitions
Education
Bowdoin College 1989 — 1993
1993, Asian Studies
Keio University 1991 — 1992
Japanese and Asian Studies
Hakodate Summer School 1991 — 1991
Phillips Academy 1987 — 1989
Four Tree Island Advisory LLC July 2011 - Present
OTO Technologies April 2009 - June 2011
Credit Suisse October 2000 - February 2009
Donaldson, Lufkin & Jenrette May 1998 - October 2000
Deutsche Bank Securities April 1996 - May 1998
Goldman Sachs April 1994 - April 1996
Skills
Debt, Valuation, Credit, Capital Markets, Investment Banking, Equities, Corporate Finance, Investments, Strategy, Financial Analysis, LBO, Asset Management, Fixed Income, Finance, Mergers & Acquisitions
Education
Bowdoin College 1989 — 1993
1993, Asian Studies
Keio University 1991 — 1992
Japanese and Asian Studies
Hakodate Summer School 1991 — 1991
Phillips Academy 1987 — 1989
Sebastian Barbalace's Donaldson, Lufkin & Jenrette Experience October 1997 - January 2001
Job Vice President at QC Dental Laboratory
Industry Construction
Experience
QC Dental Laboratory January 2014 - Present
Phoenix Construction Company January 2004 - Present
Mayer Brown January 2003 - January 2004
Credit Suisse First Boston January 2001 - January 2003
Donaldson, Lufkin & Jenrette October 1997 - January 2001
Phoenix Construction Company October 1992 - October 1997
Skills
Microsoft Office, Dreamweaver, Adobe Acrobat, Access, PowerPoint, Visio, Microsoft Excel, Management
Education
California State University-Northridge 2002 — 2004
International Business and Economics, Business, Marketing, Economics, Finance
Los Angeles Pierce College 2000 — 2002
Associates in Arts, Business Management, Business Law
University of California, Los Angeles 2000 — 2001
Web Technology Fundamentals, Web design, software implementation.
QC Dental Laboratory January 2014 - Present
Phoenix Construction Company January 2004 - Present
Mayer Brown January 2003 - January 2004
Credit Suisse First Boston January 2001 - January 2003
Donaldson, Lufkin & Jenrette October 1997 - January 2001
Phoenix Construction Company October 1992 - October 1997
Skills
Microsoft Office, Dreamweaver, Adobe Acrobat, Access, PowerPoint, Visio, Microsoft Excel, Management
Education
California State University-Northridge 2002 — 2004
International Business and Economics, Business, Marketing, Economics, Finance
Los Angeles Pierce College 2000 — 2002
Associates in Arts, Business Management, Business Law
University of California, Los Angeles 2000 — 2001
Web Technology Fundamentals, Web design, software implementation.
Osamu Watanabe Osamu Watanabe's Donaldson, Lufkin & Jenrette Experience 1997 - 2001
Job General Counsel at Moelis & Company
Industry Banking
Experience
Moelis & Company 2010 - Present
Sagent Advisors 2009 - 2010
UBS Investment Bank 2002 - 2009
Credit Suisse First Boston 2001 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2001
GRP Partners 1997 - 2001
Sullivan & Cromwell LLP 1987 - 1997
United States District Court Eastern District of Louisiana August 1985 - August 1986
Skills
Securities Regulation, Private Equity, Capital Markets, Due Diligence, Securities, Mergers, IPO, Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, M&A experience, Hedge Funds, Corporate Governance, Leveraged Finance, LBO, Venture Capital, Corporate Development, Restructuring, Financial Structuring, Divestitures, Equity Capital Markets
Education
Yale Law School 1982 — 1985
JD
Antioch College 1978 — 1982
BA, History
Sewanhaka
Sewanhaka
Moelis & Company 2010 - Present
Sagent Advisors 2009 - 2010
UBS Investment Bank 2002 - 2009
Credit Suisse First Boston 2001 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2001
GRP Partners 1997 - 2001
Sullivan & Cromwell LLP 1987 - 1997
United States District Court Eastern District of Louisiana August 1985 - August 1986
Skills
Securities Regulation, Private Equity, Capital Markets, Due Diligence, Securities, Mergers, IPO, Mergers & Acquisitions, Investment Banking, Structured Finance, Corporate Finance, M&A experience, Hedge Funds, Corporate Governance, Leveraged Finance, LBO, Venture Capital, Corporate Development, Restructuring, Financial Structuring, Divestitures, Equity Capital Markets
Education
Yale Law School 1982 — 1985
JD
Antioch College 1978 — 1982
BA, History
Sewanhaka
Sewanhaka
Peggy Bureau Peggy Bureau's Donaldson, Lufkin & Jenrette Experience August 1995 - March 2003
Job Executive Assistant at Century Golf Partners
Industry Financial Services
Experience
Century Golf Partners January 2014 - Present
MHT MidSpan July 2008 - February 2014
Challenger Capital Group 2003 - 2008
Donaldson, Lufkin & Jenrette August 1995 - March 2003
Skills
Investment Banking, Leadership, Volunteer Management
Education
Baylor University 1977 — 1981
BS, Education
Century Golf Partners January 2014 - Present
MHT MidSpan July 2008 - February 2014
Challenger Capital Group 2003 - 2008
Donaldson, Lufkin & Jenrette August 1995 - March 2003
Skills
Investment Banking, Leadership, Volunteer Management
Education
Baylor University 1977 — 1981
BS, Education
Ed Savickas Ed Savickas's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Equity Salestrader
Industry Financial Services
Experience
Nordic Investment Bank July 2003 - Present
Team Beachbody October 2009 - Present
Schroders 2002 - 2003
Nomura Securities 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Sanford C. Bernstein 1990 - 1997
Bernstein Investment Research and Management 1990 - 1997
Skills
Fitness, Equities, Personal Development, Nutrition, Coaching, Health, Financial Modeling, Equity Trading, Entrepreneurship, Hedge Funds, Trading, Capital Markets, Bloomberg, Financial Markets, Alternative Investments, Investment Banking, Asset Management, Derivatives
Education
City University of New York 1983 — 1987
Bachelor's degree, Accounting and Finance
Nordic Investment Bank July 2003 - Present
Team Beachbody October 2009 - Present
Schroders 2002 - 2003
Nomura Securities 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Sanford C. Bernstein 1990 - 1997
Bernstein Investment Research and Management 1990 - 1997
Skills
Fitness, Equities, Personal Development, Nutrition, Coaching, Health, Financial Modeling, Equity Trading, Entrepreneurship, Hedge Funds, Trading, Capital Markets, Bloomberg, Financial Markets, Alternative Investments, Investment Banking, Asset Management, Derivatives
Education
City University of New York 1983 — 1987
Bachelor's degree, Accounting and Finance
Lew Burton Lew Burton's Donaldson, Lufkin & Jenrette Experience 1993 - 1995
Job
Industry Investment Management
Experience
Boston University School of Management 2012 - 2014
Goldman Sachs JBWere 2007 - 2009
Balyasny Asset Management 2000 - 2002
Citigroup 1995 - 1995
Donaldson, Lufkin & Jenrette 1993 - 1995
Skills
Derivatives, Equities, Hedge Funds, Portfolio Management, Trading, Quantitative Finance, Fixed Income, Valuation, Options, Trading Systems, Credit Derivatives, Investment Banking, Equity Research, FX Options, Capital Markets, Financial Modeling, Asset Management, Private Equity, Quantitative Analytics, Investments, Investment Strategies, Equity Valuation, Alternative Investments, Investment Management, Financial Markets, Asset Allocation, Emerging Markets, Venture Capital, Commodity, Trading Strategies, Financial Risk, Finance, Financial Engineering, Economics, Econometrics, Risk Management, Analysis, Monte Carlo Simulation, Bonds, VBA, Equity Trading, R, Financial Analysis, Statistical Modeling
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Statistics, Economics
Amherst College 1989 — 1993
BA, Philosophy, Political Science
Boston University School of Management 2012 - 2014
Goldman Sachs JBWere 2007 - 2009
Balyasny Asset Management 2000 - 2002
Citigroup 1995 - 1995
Donaldson, Lufkin & Jenrette 1993 - 1995
Skills
Derivatives, Equities, Hedge Funds, Portfolio Management, Trading, Quantitative Finance, Fixed Income, Valuation, Options, Trading Systems, Credit Derivatives, Investment Banking, Equity Research, FX Options, Capital Markets, Financial Modeling, Asset Management, Private Equity, Quantitative Analytics, Investments, Investment Strategies, Equity Valuation, Alternative Investments, Investment Management, Financial Markets, Asset Allocation, Emerging Markets, Venture Capital, Commodity, Trading Strategies, Financial Risk, Finance, Financial Engineering, Economics, Econometrics, Risk Management, Analysis, Monte Carlo Simulation, Bonds, VBA, Equity Trading, R, Financial Analysis, Statistical Modeling
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance, Statistics, Economics
Amherst College 1989 — 1993
BA, Philosophy, Political Science
Maggie Dolan's Donaldson, Lufkin & Jenrette Experience May 1995 - April 1999
Job
Industry Financial Services
Experience
Rosenblum Silverman Sutton Investment Counsel (RSSIC) December 2013 - Present
Conifer Securities May 2010 - September 2012
Catalina Partners July 2009 - August 2010
MTV Networks / mtvU 2006 - December 2008
Palo Alto Investors via HCA Associates, LLC February 2006 - October 2007
Dunlap Equity Management September 2005 - February 2006
Jessnick Capital Management February 2002 - March 2004
Bear Stearns April 1999 - February 2002
Donaldson, Lufkin & Jenrette May 1995 - April 1999
Lehman Brothers 1993 - 1997
Skills
Strategic Consulting, New Business Development, Operations Management, Interpersonal..., Problem Solving, Problem Analysis, Brand Architecture, Financial Analysis, Conflict Management, Conflict Resolution, Project Management, Manage Client..., Creative Writing, Staff Development, Technical Writing, Trading Systems, Trading, Marketing, Equities, Hedge Funds, Fund Administration, Portfolio Management, Series 7, Options, Fixed Income
Education
Bentley University 1987 — 1991
Rosenblum Silverman Sutton Investment Counsel (RSSIC) December 2013 - Present
Conifer Securities May 2010 - September 2012
Catalina Partners July 2009 - August 2010
MTV Networks / mtvU 2006 - December 2008
Palo Alto Investors via HCA Associates, LLC February 2006 - October 2007
Dunlap Equity Management September 2005 - February 2006
Jessnick Capital Management February 2002 - March 2004
Bear Stearns April 1999 - February 2002
Donaldson, Lufkin & Jenrette May 1995 - April 1999
Lehman Brothers 1993 - 1997
Skills
Strategic Consulting, New Business Development, Operations Management, Interpersonal..., Problem Solving, Problem Analysis, Brand Architecture, Financial Analysis, Conflict Management, Conflict Resolution, Project Management, Manage Client..., Creative Writing, Staff Development, Technical Writing, Trading Systems, Trading, Marketing, Equities, Hedge Funds, Fund Administration, Portfolio Management, Series 7, Options, Fixed Income
Education
Bentley University 1987 — 1991
Lance Watkins Lance Watkins's Donaldson, Lufkin & Jenrette Experience 1989 - 1990
Job GROWTH DRIVER of GLOBAL BRANDS and PRODUCTS
Industry Marketing and Advertising
Experience
LGW Enterprises 2013 - Present
Moldex-Metric 2010 - 2013
LGW Service 2008 - 2010
Princess Cruises 2007 - 2008
Nutro Products (Mars) 1998 - 2006
Nestle 1995 - 1998
Kraft Foods Group 1993 - 1995
The Kahlua Company 1992 - 1993
Donaldson, Lufkin & Jenrette 1989 - 1990
Skills
Competitive Analysis, Product Marketing, Market Research, Marketing, Brand Management, Marketing Communications, Strategy, Marketing Strategy, Segmentation, Marketing Management, Pricing, E-commerce, Product Management, Strategic Planning, Key Account Management, Analytics, B2B, Financial Modeling, Strategic Partnerships, Lead Generation, Global Marketing, New Products, Innovation, Growing Revenue, Elevating Profits, Vendor Management, Supplier Negotiation, Agency Management, Contract Negotiation, Sales Management, Corporate Finance, New Market Expansion, Import Export, Team Leadership, Staff Management, Search (SEM, SEO), Banking (Investment,..., Consumer Package Goods, Medical Devices, Merchandising (Retail,..., KOL's, Advocates,..., Pet Food, Luxury Cruise, Nutrition, Efficient Impact, Video, Food & Beverage, Middle Market, Advertising & Promotion, P&L Management
Education
UCLA Anderson School of Management 1992 — 1994
M.B.A., Marketing and General Management
Claremont McKenna College 1985 — 1989
B.A., Economics (with Honors)
The University of Edinburgh 1987 — 1987
Semester abroad, in Scotland.
Glendora High School 1981 — 1985
LGW Enterprises 2013 - Present
Moldex-Metric 2010 - 2013
LGW Service 2008 - 2010
Princess Cruises 2007 - 2008
Nutro Products (Mars) 1998 - 2006
Nestle 1995 - 1998
Kraft Foods Group 1993 - 1995
The Kahlua Company 1992 - 1993
Donaldson, Lufkin & Jenrette 1989 - 1990
Skills
Competitive Analysis, Product Marketing, Market Research, Marketing, Brand Management, Marketing Communications, Strategy, Marketing Strategy, Segmentation, Marketing Management, Pricing, E-commerce, Product Management, Strategic Planning, Key Account Management, Analytics, B2B, Financial Modeling, Strategic Partnerships, Lead Generation, Global Marketing, New Products, Innovation, Growing Revenue, Elevating Profits, Vendor Management, Supplier Negotiation, Agency Management, Contract Negotiation, Sales Management, Corporate Finance, New Market Expansion, Import Export, Team Leadership, Staff Management, Search (SEM, SEO), Banking (Investment,..., Consumer Package Goods, Medical Devices, Merchandising (Retail,..., KOL's, Advocates,..., Pet Food, Luxury Cruise, Nutrition, Efficient Impact, Video, Food & Beverage, Middle Market, Advertising & Promotion, P&L Management
Education
UCLA Anderson School of Management 1992 — 1994
M.B.A., Marketing and General Management
Claremont McKenna College 1985 — 1989
B.A., Economics (with Honors)
The University of Edinburgh 1987 — 1987
Semester abroad, in Scotland.
Glendora High School 1981 — 1985
Susan Furmato Susan Furmato's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Administrative Professional
Industry Investment Banking
Experience
Amboy Bank January 2013 - Present
Sagent Advisors March 2004 - February 2012
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Education
Brookdale Community College 1995 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Amboy Bank January 2013 - Present
Sagent Advisors March 2004 - February 2012
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Education
Brookdale Community College 1995 — 1997
Associate of Arts (AA), Liberal Arts and Sciences/Liberal Studies
Peter Slagowitz's Donaldson, Lufkin & Jenrette Experience October 1994 - October 2000
Job CEO Spurs Capital, LLC, and RealPartner.com
Industry Financial Services
Experience
Spurs Capital, LLC February 2008 - Present
UBS Investment Bank April 2002 - February 2008
Credit Suisse First Boston October 2000 - March 2002
Donaldson, Lufkin & Jenrette October 1994 - October 2000
Republic National Bank February 1992 - October 1994
London and Bishopsgate Inc June 1991 - February 1992
Skills
Alternative Investments, Asset Management, Asset Managment, Banking, Bloomberg, Business Development, Business Strategy, Capital Markets, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Executive Management, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investments, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Operational Risk, Portfolio Management, Real Estate, Real Estate Economics, Residential Homes, Risk Management, Securities, Securitization, Structured Finance, Trading, Valuation
Education
Brandeis University 1987 — 1991
BA, Computer Science
Spurs Capital, LLC February 2008 - Present
UBS Investment Bank April 2002 - February 2008
Credit Suisse First Boston October 2000 - March 2002
Donaldson, Lufkin & Jenrette October 1994 - October 2000
Republic National Bank February 1992 - October 1994
London and Bishopsgate Inc June 1991 - February 1992
Skills
Alternative Investments, Asset Management, Asset Managment, Banking, Bloomberg, Business Development, Business Strategy, Capital Markets, Credit, Credit Analysis, Credit Risk, Derivatives, Due Diligence, Executive Management, Finance, Financial Advisory, Financial Analysis, Financial Modeling, Financial Services, Financial Structuring, Fixed Income, Hedge Funds, Investment Banking, Investment Management, Investments, Loan Origination, Loans, Management, Mortgage Banking, Mortgage Lending, Mortgage Servicing, Operational Risk, Portfolio Management, Real Estate, Real Estate Economics, Residential Homes, Risk Management, Securities, Securitization, Structured Finance, Trading, Valuation
Education
Brandeis University 1987 — 1991
BA, Computer Science
Seth Arbital, CISM, CISSP, CPHIT Seth Arbital, CISM, CISSP, CPHIT's Donaldson, Lufkin & Jenrette Experience 1997 - 1998
Job Sr. Security Architect at Forsythe Technology
Industry Computer & Network Security
Experience
Forsythe Technology July 2013 - Present
ePlus Technology November 2012 - July 2013
Computer Design & Integration, LLC February 2011 - November 2012
Krantz Security Technology January 1999 - February 2011
A. Scott Technologies 1998 - 1999
Donaldson, Lufkin & Jenrette 1997 - 1998
DCC Systems 1996 - 1998
Reed Reference Publishing 1993 - 1996
Reed Elsevier 1993 - 1996
Bristol-Myers Squibb 1992 - 1993
Skills
Network Security, Security, Information Security, Cisco Technologies, Vendor Management, VPN, CISSP, Information Security..., IPS, Pre-sales, PCI DSS, Data Center, IT Strategy, Disaster Recovery, Identity Management, Firewalls, NAC, Vulnerability Assessment, Security Audits, Computer Security, IT Management, Vulnerability Management, Security Management, Solution Architecture, Enterprise Software, Virtualization, Solution Selling, Varonis, HIPAA, EMC Storage, Healthcare, Computer Forensics, Business Continuity, Penetration Testing, Networking, Network Administration, DLP, VMware, Information Technology, IT Operations, Infrastructure, Managed Services, Encryption, Program Management, Network Architecture, IT Security Policies, Process Improvement, Presentations, Sales Presentations, Security Architecture...
Education
City University of New York-Brooklyn College 1982 — 1986
Bachelor of Science (B.S.), Computer and Information Sciences, General
John Dewey High School 1979 — 1982
Bachelor of Science (B.S.), Computer and Information Sciences, General
Forsythe Technology July 2013 - Present
ePlus Technology November 2012 - July 2013
Computer Design & Integration, LLC February 2011 - November 2012
Krantz Security Technology January 1999 - February 2011
A. Scott Technologies 1998 - 1999
Donaldson, Lufkin & Jenrette 1997 - 1998
DCC Systems 1996 - 1998
Reed Reference Publishing 1993 - 1996
Reed Elsevier 1993 - 1996
Bristol-Myers Squibb 1992 - 1993
Skills
Network Security, Security, Information Security, Cisco Technologies, Vendor Management, VPN, CISSP, Information Security..., IPS, Pre-sales, PCI DSS, Data Center, IT Strategy, Disaster Recovery, Identity Management, Firewalls, NAC, Vulnerability Assessment, Security Audits, Computer Security, IT Management, Vulnerability Management, Security Management, Solution Architecture, Enterprise Software, Virtualization, Solution Selling, Varonis, HIPAA, EMC Storage, Healthcare, Computer Forensics, Business Continuity, Penetration Testing, Networking, Network Administration, DLP, VMware, Information Technology, IT Operations, Infrastructure, Managed Services, Encryption, Program Management, Network Architecture, IT Security Policies, Process Improvement, Presentations, Sales Presentations, Security Architecture...
Education
City University of New York-Brooklyn College 1982 — 1986
Bachelor of Science (B.S.), Computer and Information Sciences, General
John Dewey High School 1979 — 1982
Bachelor of Science (B.S.), Computer and Information Sciences, General
Laura Oliva Kelleher Laura Oliva Kelleher's Donaldson, Lufkin & Jenrette Experience 1990 - 2001
Job Office Manager at Warbasse Nursery School
Industry Education Management
Experience
Warbasse Nursery School November 2001 - Present
Donaldson, Lufkin & Jenrette 1990 - 2001
Education
City University of New York-Baruch College
Warbasse Nursery School November 2001 - Present
Donaldson, Lufkin & Jenrette 1990 - 2001
Education
City University of New York-Baruch College
Stanley Millard Stanley Millard's Donaldson, Lufkin & Jenrette Experience January 1989 - November 1997
Job Independent Investment Management Professional
Industry Investment Management
Experience
Baird, Patrick & Co., Inc. March 1998 - July 2000
Donaldson, Lufkin & Jenrette January 1989 - November 1997
Dillon Read Capital Management January 1985 - May 1989
Morgan Stanley Investment Management July 1981 - December 1984
Morgan Stanley June 1977 - July 1981
The Ford Foundation January 1971 - June 1977
Bache January 1969 - January 1971
Bache & Co. 1969 - 1971
Skills
Investments, Portfolio Management, Equities, Equity Trading, Fixed Income, Convertible Securities, Investment Strategies
Education
Fairleigh Dickinson University 1966 — 1969
BA, Economics
Allegheny College 1961 — 1962
Economics
Baird, Patrick & Co., Inc. March 1998 - July 2000
Donaldson, Lufkin & Jenrette January 1989 - November 1997
Dillon Read Capital Management January 1985 - May 1989
Morgan Stanley Investment Management July 1981 - December 1984
Morgan Stanley June 1977 - July 1981
The Ford Foundation January 1971 - June 1977
Bache January 1969 - January 1971
Bache & Co. 1969 - 1971
Skills
Investments, Portfolio Management, Equities, Equity Trading, Fixed Income, Convertible Securities, Investment Strategies
Education
Fairleigh Dickinson University 1966 — 1969
BA, Economics
Allegheny College 1961 — 1962
Economics
Jim Mullahey, CISSP, CBCP, GPEN, GSNA Jim Mullahey, CISSP, CBCP, GPEN, GSNA's Donaldson, Lufkin & Jenrette Experience July 2000 - June 2001
Job Cyber Security Practice Manager
Industry Computer & Network Security
Experience
Prevalent Inc. June 2011 - Present
SunGard July 2008 - May 2011
Vitalize IT, LLC January 2003 - July 2008
United Water August 2006 - September 2007
Lehman Brothers June 2001 - December 2002
Donaldson, Lufkin & Jenrette July 2000 - June 2001
Donaldson, Lufkin & Jenrette October 1998 - June 2001
Lehman Brothers June 1996 - October 1998
Merrill Lynch May 1994 - June 1996
Skills
Security, Disaster Recovery, Information Security, Network Security, CISSP, Business Continuity, ISO 27001, Vulnerability Assessment, Governance, Firewalls, Integration, Active Directory, Penetration Testing, Risk Assessment, Servers, Enterprise Software, Program Management, Security Awareness, Project Management, Linux, Cloud Computing, IT Strategy, Incident Management, Information Security..., PCI DSS, Risk Management, Training, Vendor Management, Web Application Security, CEH
Education
Capella University 2013 — 2015
Bachelor's Degree
Montclair State University 1991 — 1994
Hudson Catholic
Prevalent Inc. June 2011 - Present
SunGard July 2008 - May 2011
Vitalize IT, LLC January 2003 - July 2008
United Water August 2006 - September 2007
Lehman Brothers June 2001 - December 2002
Donaldson, Lufkin & Jenrette July 2000 - June 2001
Donaldson, Lufkin & Jenrette October 1998 - June 2001
Lehman Brothers June 1996 - October 1998
Merrill Lynch May 1994 - June 1996
Skills
Security, Disaster Recovery, Information Security, Network Security, CISSP, Business Continuity, ISO 27001, Vulnerability Assessment, Governance, Firewalls, Integration, Active Directory, Penetration Testing, Risk Assessment, Servers, Enterprise Software, Program Management, Security Awareness, Project Management, Linux, Cloud Computing, IT Strategy, Incident Management, Information Security..., PCI DSS, Risk Management, Training, Vendor Management, Web Application Security, CEH
Education
Capella University 2013 — 2015
Bachelor's Degree
Montclair State University 1991 — 1994
Hudson Catholic
Mark Schwartz's Donaldson, Lufkin & Jenrette Experience February 1987 - March 1992
Job Board Member, Angel Investor
Industry Executive Office
Experience
HitFix July 2014 - Present
Specialty Commodities, Incorporated January 2012 - Present
HDI Company, Inc October 2011 - Present
Hypertension Diagnostics, Inc September 2003 - October 2011
DDD Group PLC November 1999 - August 2003
Bodega Latina Corporation January 1994 - November 1999
Wertheim Schroder & Co March 1992 - January 1994
Donaldson, Lufkin & Jenrette February 1987 - March 1992
First Boston Corporation 1982 - 1985
Skills
Raising Finance, Corporate Governance, Corporate Finance, Mergers, SEC reporting, SOX, IPO, Public Companies, Investor Relations, Structuring, Start-ups, Contract Negotiations, Financial Structuring, Private Equity, Entrepreneurship, Structured Finance, Restructuring, Strategic Partnerships, Investments, Capital, Mergers & Acquisitions, Venture Capital, Fundraising, M&A experience, Finance, Due Diligence, Medical Devices, Funding, Executive Management, Business Planning, Manufacturing, Acquisition Integration, Investment Banking, Angel Investing, Product Marketing, Business Strategy, Acquisitions, Leadership, Sarbanes-Oxley Act, Corporate Development, Budgets, Management, Turn Around Management, Contract Negotiation, Strategy, Joint Ventures, Risk Management, Negotiation, Alternative Investments, SEC filings
Education
UCLA Anderson School of Management 2015 — 2015
Harvard Business School 1978 — 1980
MBA
Claremont McKenna College 1974 — 1978
BA
HitFix July 2014 - Present
Specialty Commodities, Incorporated January 2012 - Present
HDI Company, Inc October 2011 - Present
Hypertension Diagnostics, Inc September 2003 - October 2011
DDD Group PLC November 1999 - August 2003
Bodega Latina Corporation January 1994 - November 1999
Wertheim Schroder & Co March 1992 - January 1994
Donaldson, Lufkin & Jenrette February 1987 - March 1992
First Boston Corporation 1982 - 1985
Skills
Raising Finance, Corporate Governance, Corporate Finance, Mergers, SEC reporting, SOX, IPO, Public Companies, Investor Relations, Structuring, Start-ups, Contract Negotiations, Financial Structuring, Private Equity, Entrepreneurship, Structured Finance, Restructuring, Strategic Partnerships, Investments, Capital, Mergers & Acquisitions, Venture Capital, Fundraising, M&A experience, Finance, Due Diligence, Medical Devices, Funding, Executive Management, Business Planning, Manufacturing, Acquisition Integration, Investment Banking, Angel Investing, Product Marketing, Business Strategy, Acquisitions, Leadership, Sarbanes-Oxley Act, Corporate Development, Budgets, Management, Turn Around Management, Contract Negotiation, Strategy, Joint Ventures, Risk Management, Negotiation, Alternative Investments, SEC filings
Education
UCLA Anderson School of Management 2015 — 2015
Harvard Business School 1978 — 1980
MBA
Claremont McKenna College 1974 — 1978
BA
Don Pfail Don Pfail's Donaldson, Lufkin & Jenrette Experience 1986 - 1997
Job Internal Audit Director, Regulatory and Compliance Professional, Certified Public Accountant
Industry Financial Services
Experience
Keefe, Bruyette & Woods (KBW) March 2007 - June 2013
DLJ CSFB 2001 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1997 - 2001
Donaldson, Lufkin & Jenrette 1986 - 1997
Bankers Trust/Deutsche Bank 1985 - 1986
Merrill Lynch 1983 - 1985
KPMG Main Hurdman 1977 - 1983
Skills
Investment Banking, Brokerage, Commercial Banking, SOX, Auditing, Internal Controls, Internal Audit, Retail Banking, US GAAP, IFRS, GAAP, Audit, Compliance, Enterprise Risk..., Sarbanes-Oxley Act, Insurance, Valuation, Financial Modeling, Corporate Finance, Banking, Financial Risk, Financial Audits, Finance, Series 63, External Audit, Investments, Due Diligence, Financial Analysis, Accounting, Securities, CPA, Capital Markets, Financial Reporting, Corporate Governance, IT Audit, Private Equity, AML, Mergers & Acquisitions, Strategic Financial..., Financial Services, Asset Management, Sarbanes-Oxley, Financial Institutions, Risk Management, Hedge Funds, Equities, COSO, Fixed Income, Budgets, Tax
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Accounting
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Administration
Christ the King HS
First Honors
Keefe, Bruyette & Woods (KBW) March 2007 - June 2013
DLJ CSFB 2001 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1997 - 2001
Donaldson, Lufkin & Jenrette 1986 - 1997
Bankers Trust/Deutsche Bank 1985 - 1986
Merrill Lynch 1983 - 1985
KPMG Main Hurdman 1977 - 1983
Skills
Investment Banking, Brokerage, Commercial Banking, SOX, Auditing, Internal Controls, Internal Audit, Retail Banking, US GAAP, IFRS, GAAP, Audit, Compliance, Enterprise Risk..., Sarbanes-Oxley Act, Insurance, Valuation, Financial Modeling, Corporate Finance, Banking, Financial Risk, Financial Audits, Finance, Series 63, External Audit, Investments, Due Diligence, Financial Analysis, Accounting, Securities, CPA, Capital Markets, Financial Reporting, Corporate Governance, IT Audit, Private Equity, AML, Mergers & Acquisitions, Strategic Financial..., Financial Services, Asset Management, Sarbanes-Oxley, Financial Institutions, Risk Management, Hedge Funds, Equities, COSO, Fixed Income, Budgets, Tax
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Accounting
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Administration
Christ the King HS
First Honors
Benny Rubino Benny Rubino's Donaldson, Lufkin & Jenrette Experience February 1990 - July 2000
Job Assistant Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch ContractorIBM1998 - Present
Merrill Lynch 2000 - 2009
Donaldson, Lufkin & Jenrette February 1990 - July 2000
Donaldson, Lufkin & Jenrette (DLJ) 1987 - 1997
Crocker Bank Int'l 1984 - 1990
Education
City University of New York-Brooklyn College 1974 — 1980
anthropology, anthro, comp psych
Merrill Lynch ContractorIBM1998 - Present
Merrill Lynch 2000 - 2009
Donaldson, Lufkin & Jenrette February 1990 - July 2000
Donaldson, Lufkin & Jenrette (DLJ) 1987 - 1997
Crocker Bank Int'l 1984 - 1990
Education
City University of New York-Brooklyn College 1974 — 1980
anthropology, anthro, comp psych
Shrikant Nadkarni's Donaldson, Lufkin & Jenrette Experience January 1989 - September 1990
Job Partner, WithumSmith+Brown, CPAs
Industry Accounting
Experience
WithumSmith+Brown February 2005 - Present
Weeks Holderbaum DeGraw & Nadkarni January 2003 - January 2005
Shrikant Nadkarni, CPA, PA October 1990 - December 2002
Donaldson, Lufkin & Jenrette January 1989 - September 1990
KPMG Peat Marwick January 1986 - December 1988
Skills
International Tax..., M & A Advisory, India-US advisory, Mergers, Financial Planning, Due Diligence, Business Valuation, Asset Management, Auditing, Estate Planning, Tax, Financial Planners, SEC filings, Strategic Financial..., Mergers & Acquisitions, Accounting, Financial Advisory, Private Equity, Assurance, Small Business, Corporate Finance, Finance, CPA, Tax Accounting, Income Tax, US GAAP, Corporate Tax, International Tax, GAAP, Forensic Accounting, Financial Accounting, Financial Reporting, Internal Controls
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
MBA, Finance
University of Mumbai 1970 — 1974
B.Com, Accounting
WithumSmith+Brown February 2005 - Present
Weeks Holderbaum DeGraw & Nadkarni January 2003 - January 2005
Shrikant Nadkarni, CPA, PA October 1990 - December 2002
Donaldson, Lufkin & Jenrette January 1989 - September 1990
KPMG Peat Marwick January 1986 - December 1988
Skills
International Tax..., M & A Advisory, India-US advisory, Mergers, Financial Planning, Due Diligence, Business Valuation, Asset Management, Auditing, Estate Planning, Tax, Financial Planners, SEC filings, Strategic Financial..., Mergers & Acquisitions, Accounting, Financial Advisory, Private Equity, Assurance, Small Business, Corporate Finance, Finance, CPA, Tax Accounting, Income Tax, US GAAP, Corporate Tax, International Tax, GAAP, Forensic Accounting, Financial Accounting, Financial Reporting, Internal Controls
Education
Baruch College, City University of New York (CUNY) 1982 — 1985
MBA, Finance
University of Mumbai 1970 — 1974
B.Com, Accounting
Anthony Burke Anthony Burke's Donaldson, Lufkin & Jenrette Experience May 1997 - June 1999
Job Vice President, Program Services at Invodo
Industry Internet
Experience
Invodo June 2015 - Present
Valtech September 2013 - June 2015
VML March 2010 - August 2013
Digitas February 2009 - March 2010
Avenue A Razorfish August 2007 - February 2009
Schematic July 2005 - August 2007
E- Marketing/Mars Advertising February 2002 - July 2005
DVCI June 2000 - February 2002
Razorfish June 1999 - June 2000
Donaldson, Lufkin & Jenrette May 1997 - June 1999
Skills
Digital Operations, Project Management, Project Manager..., Resource Management, E-commerce, Strategy, Digital Strategy, Agile Methodologies, Online Advertising, Interactive Marketing, Digital Marketing, Interactive Advertising, User Experience, Enterprise Software, Web 2.0, Management, Scrum, Mobile Marketing, Leadership, Program Management, Time Management, CRM, ERP, Digital Media, New Business Development, Integrated Marketing, Information Architecture, Customer Engagement, Advertising, Business Strategy
Education
University at Albany, SUNY 1990 — 1994
Carnegie Mellon University
CMM Certified
Certified Scrum Master
Invodo June 2015 - Present
Valtech September 2013 - June 2015
VML March 2010 - August 2013
Digitas February 2009 - March 2010
Avenue A Razorfish August 2007 - February 2009
Schematic July 2005 - August 2007
E- Marketing/Mars Advertising February 2002 - July 2005
DVCI June 2000 - February 2002
Razorfish June 1999 - June 2000
Donaldson, Lufkin & Jenrette May 1997 - June 1999
Skills
Digital Operations, Project Management, Project Manager..., Resource Management, E-commerce, Strategy, Digital Strategy, Agile Methodologies, Online Advertising, Interactive Marketing, Digital Marketing, Interactive Advertising, User Experience, Enterprise Software, Web 2.0, Management, Scrum, Mobile Marketing, Leadership, Program Management, Time Management, CRM, ERP, Digital Media, New Business Development, Integrated Marketing, Information Architecture, Customer Engagement, Advertising, Business Strategy
Education
University at Albany, SUNY 1990 — 1994
Carnegie Mellon University
CMM Certified
Certified Scrum Master
Sarah Mills's Donaldson, Lufkin & Jenrette Experience October 1997 - July 1999
Job Director of Business Development and Legal Affairs at Infomercial.TV, Inc.
Industry Internet
Experience
Infomercial.TV, Inc. March 2007 - Present
Cron, Israels & Stark October 2004 - March 2007
ASPCA January 2004 - June 2004
United States Attorney's Office October 2002 - January 2004
Legal Aid Society June 2002 - October 2002
TechTV January 2001 - August 2001
San Francisco Zoo August 2000 - August 2001
Oakland Zoo August 2000 - August 2001
Christie's Auction House September 1999 - July 2000
Donaldson, Lufkin & Jenrette October 1997 - July 1999
Skills
Online Advertising, Marketing Strategy, Social Media, Corporate Law, Intellectual Property
Education
Brooklyn Law School 2001 — 2004
Doctor of Law (J.D.)
University of California, Davis 1995 — 1997
B.A., Psychology and English
Bucknell University 1993 — 1995
Infomercial.TV, Inc. March 2007 - Present
Cron, Israels & Stark October 2004 - March 2007
ASPCA January 2004 - June 2004
United States Attorney's Office October 2002 - January 2004
Legal Aid Society June 2002 - October 2002
TechTV January 2001 - August 2001
San Francisco Zoo August 2000 - August 2001
Oakland Zoo August 2000 - August 2001
Christie's Auction House September 1999 - July 2000
Donaldson, Lufkin & Jenrette October 1997 - July 1999
Skills
Online Advertising, Marketing Strategy, Social Media, Corporate Law, Intellectual Property
Education
Brooklyn Law School 2001 — 2004
Doctor of Law (J.D.)
University of California, Davis 1995 — 1997
B.A., Psychology and English
Bucknell University 1993 — 1995
Troy Centazzo Troy Centazzo's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Entrepreneur and Business Owner
Industry Consumer Services
Experience
The Premier Group (PF Management Services) January 2013 - Present
NMS Capital Group January 2013 - July 2014
Growthink Securities Corp. November 2008 - December 2012
MBL, LLC September 2001 - November 2008
Exario Networks April 2000 - September 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Donaldson, Lufkin & Jenrette May 1997 - August 1997
Skills
Social Media, Restructuring, Business Strategy, Start-ups, Entrepreneur, Mergers, Strategic Partnerships, Acquisitions, Venture Capital, Exit Strategies, Entrepreneurship, Private Equity, Angel Investing, Venture Debt, Bootstrapping, Mergers & Acquisitions, Management Consulting, Strategy, Small Business, Leadership, Investments, Strategic Consulting, Investment Banking, Corporate Development, Marketing, Management, Due Diligence, Online Marketing, Financial Modeling, Business Development, Business Planning, Financial Analysis, Executive Management, Private Placements, Digital Media, Consulting, Valuation, Capital, Capital Raising, Corporate Finance, Financial Services
Education
University of Virginia Darden School of Business 1994 — 1998
MBA, Finance/Entrepreneurship
University of Virginia School of Law 1994 — 1998
JD, Corporate Transactions
Brown University 1988 — 1992
AB, Economics and Public Policy
Harvard University 1990 — 1991
Visiting, Financial Economics
The Premier Group (PF Management Services) January 2013 - Present
NMS Capital Group January 2013 - July 2014
Growthink Securities Corp. November 2008 - December 2012
MBL, LLC September 2001 - November 2008
Exario Networks April 2000 - September 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Donaldson, Lufkin & Jenrette May 1997 - August 1997
Skills
Social Media, Restructuring, Business Strategy, Start-ups, Entrepreneur, Mergers, Strategic Partnerships, Acquisitions, Venture Capital, Exit Strategies, Entrepreneurship, Private Equity, Angel Investing, Venture Debt, Bootstrapping, Mergers & Acquisitions, Management Consulting, Strategy, Small Business, Leadership, Investments, Strategic Consulting, Investment Banking, Corporate Development, Marketing, Management, Due Diligence, Online Marketing, Financial Modeling, Business Development, Business Planning, Financial Analysis, Executive Management, Private Placements, Digital Media, Consulting, Valuation, Capital, Capital Raising, Corporate Finance, Financial Services
Education
University of Virginia Darden School of Business 1994 — 1998
MBA, Finance/Entrepreneurship
University of Virginia School of Law 1994 — 1998
JD, Corporate Transactions
Brown University 1988 — 1992
AB, Economics and Public Policy
Harvard University 1990 — 1991
Visiting, Financial Economics
Cynthia Lee-Hinton Cynthia Lee-Hinton's Donaldson, Lufkin & Jenrette Experience May 1984 - September 2001
Job Production Specialist at BMO Capital Markets and Entrepreneur
Industry Investment Banking
Experience
RSVP'ssentials LLC April 2011 - Present
BMO Capital Markets January 2004 - Present
Credit Suisse August 2001 - January 2003
Donaldson, Lufkin & Jenrette May 1984 - September 2001
Skills
Capital Markets, Equity Research, Equities, Bloomberg, Market Data, Digital Video, Graphic Design, Stationery, Photoshop, Illustrator, Microsoft Excel, Outlook, A+ Certified, PowerPoint, Microsoft Word, Microsoft Publisher, Entrepreneurship, Microsoft Office, Financial Modeling, Project Management, Event Planning, Training, Social Media, Customer Service
Education
American Intercontinental University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marymount Manhattan College 1997 — 2000
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
RSVP'ssentials LLC April 2011 - Present
BMO Capital Markets January 2004 - Present
Credit Suisse August 2001 - January 2003
Donaldson, Lufkin & Jenrette May 1984 - September 2001
Skills
Capital Markets, Equity Research, Equities, Bloomberg, Market Data, Digital Video, Graphic Design, Stationery, Photoshop, Illustrator, Microsoft Excel, Outlook, A+ Certified, PowerPoint, Microsoft Word, Microsoft Publisher, Entrepreneurship, Microsoft Office, Financial Modeling, Project Management, Event Planning, Training, Social Media, Customer Service
Education
American Intercontinental University 2008 — 2010
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Marymount Manhattan College 1997 — 2000
Bachelor of Business Administration (BBA), Computer and Information Sciences, General
Patrick Boyce, CFA, CPA's Donaldson, Lufkin & Jenrette Experience July 1998 - November 2000
Job Chief Financial Officer at Le Jardin Academy
Industry Education Management
Experience
Le Jardin Academy August 2015 - Present
Cornerstone Healthcare Group November 2011 - Present
Highland Capital Management March 2004 - July 2014
American HomePatient November 2011 - June 2014
The Center for BrainHealth at the University of Texas at Dallas September 2011 - June 2014
Consolidated Restaurant Operations, Inc. February 2011 - July 2012
Molecular Insight Pharmaceuticals, Inc January 2012 - June 2012
Citigroup November 2000 - February 2004
Donaldson, Lufkin & Jenrette July 1998 - November 2000
Bear Stearns 1997 - 1997
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Accounting and Finance
Baylor University - Hankamer School of Business 1989 — 1993
BBA, Finance
Le Jardin Academy August 2015 - Present
Cornerstone Healthcare Group November 2011 - Present
Highland Capital Management March 2004 - July 2014
American HomePatient November 2011 - June 2014
The Center for BrainHealth at the University of Texas at Dallas September 2011 - June 2014
Consolidated Restaurant Operations, Inc. February 2011 - July 2012
Molecular Insight Pharmaceuticals, Inc January 2012 - June 2012
Citigroup November 2000 - February 2004
Donaldson, Lufkin & Jenrette July 1998 - November 2000
Bear Stearns 1997 - 1997
Education
The University of Chicago - Booth School of Business 1995 — 1997
MBA, Accounting and Finance
Baylor University - Hankamer School of Business 1989 — 1993
BBA, Finance
Erich Spangenberg Erich Spangenberg's Donaldson, Lufkin & Jenrette Experience 1994 - 1996
Job CEO at nXn Partners
Industry Research
Experience
nXn Partners 2014 - Present
IP Navigation Group 2003 - 2014
Acclaim Venture Group 1998 - 2003
Smartalk Teleservices, Inc. 1996 - 1998
Donaldson, Lufkin & Jenrette 1994 - 1996
Jones Day 1986 - 1994
Skills
IP, Licensing, Patents, Patent Litigation, Intellectual Property, Invention, Trademarks, Venture Capital, Patent Prosecution, Litigation, Trade Secrets, Corporate Law, Joint Ventures, Copyright Law, Entertainment Law, Legal Writing, Due Diligence, Mergers & Acquisitions, Private Equity, Legal Research, Strategy, Start-ups, Intellectual Property..., Innovation Management, Corporate Development, Corporate Governance, Civil Litigation, Commercial Litigation, Courts, Investment Banking, Domain Names, Entrepreneurship, Contract Negotiation, Litigation Support, Arbitration, Investments, Technology Transfer, Trademark Infringement, M&A experience, Dispute Resolution, Legal Advice, International Law, Restructuring, Legal Assistance, Legal Issues, IPO, Bankruptcy
Education
Case Western Reserve University School of Law
JD, Law Review
The London School of Economics and Political Science (LSE)
MSC, Economics
Skidmore College 1979 — 1981
BA, Economics
nXn Partners 2014 - Present
IP Navigation Group 2003 - 2014
Acclaim Venture Group 1998 - 2003
Smartalk Teleservices, Inc. 1996 - 1998
Donaldson, Lufkin & Jenrette 1994 - 1996
Jones Day 1986 - 1994
Skills
IP, Licensing, Patents, Patent Litigation, Intellectual Property, Invention, Trademarks, Venture Capital, Patent Prosecution, Litigation, Trade Secrets, Corporate Law, Joint Ventures, Copyright Law, Entertainment Law, Legal Writing, Due Diligence, Mergers & Acquisitions, Private Equity, Legal Research, Strategy, Start-ups, Intellectual Property..., Innovation Management, Corporate Development, Corporate Governance, Civil Litigation, Commercial Litigation, Courts, Investment Banking, Domain Names, Entrepreneurship, Contract Negotiation, Litigation Support, Arbitration, Investments, Technology Transfer, Trademark Infringement, M&A experience, Dispute Resolution, Legal Advice, International Law, Restructuring, Legal Assistance, Legal Issues, IPO, Bankruptcy
Education
Case Western Reserve University School of Law
JD, Law Review
The London School of Economics and Political Science (LSE)
MSC, Economics
Skidmore College 1979 — 1981
BA, Economics
Michele (Laverty) Martin Michele (Laverty) Martin's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job Independent Financial Consultant
Industry Financial Services
Experience
Self-employed January 2008 - Present
Dartmouth College 2005 - 2005
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette 1999 - 2001
KPMG France 1995 - 1999
Skills
Equity Research, Finance, Financial Modeling, Mutual Funds, Financial Analysis, Equities, Investments, Portfolio Management, Corporate Finance, Valuation, Strategic Planning, Venture Capital, Risk Management
Education
Institute of Chartered Accountants of Scotland 1995 — 1998
Chartered Accountant
The University of Glasgow 1991 — 1995
Bachelor's Degree, Finance, First Class Honours
EM Strasbourg Business School 1993 — 1994
Erasmus Diploma, Finance
Self-employed January 2008 - Present
Dartmouth College 2005 - 2005
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette 1999 - 2001
KPMG France 1995 - 1999
Skills
Equity Research, Finance, Financial Modeling, Mutual Funds, Financial Analysis, Equities, Investments, Portfolio Management, Corporate Finance, Valuation, Strategic Planning, Venture Capital, Risk Management
Education
Institute of Chartered Accountants of Scotland 1995 — 1998
Chartered Accountant
The University of Glasgow 1991 — 1995
Bachelor's Degree, Finance, First Class Honours
EM Strasbourg Business School 1993 — 1994
Erasmus Diploma, Finance
David Kelman David Kelman's Donaldson, Lufkin & Jenrette Experience 1998 - 2002
Job Convergent Wealth Advisors
Industry Investment Management
Experience
Convergent Wealth Advisors February 2015 - Present
Next Capital Management LLC June 2009 - February 2015
Yoga Sutra 2003 - 2009
Bank of America Merrill Lynch 2001 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2002
Robert Fleming 1995 - 1996
Bear Stearns 1993 - 1995
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Babson College 1989 — 1993
BS, cum laude, Finance
National Outdoor Leadership School (NOLS) 1992 — 1992
Brooks Range Wilderness Expedition, Gates of the Arctic National Park, Alaska
Outward Bound - Pacfic Crest Outward Bound School 1989 — 1989
Rock climbing, navigation, desert survival
Cranbrook Kingswood School 1985 — 1989
High School
Convergent Wealth Advisors February 2015 - Present
Next Capital Management LLC June 2009 - February 2015
Yoga Sutra 2003 - 2009
Bank of America Merrill Lynch 2001 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2002
Robert Fleming 1995 - 1996
Bear Stearns 1993 - 1995
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance
Babson College 1989 — 1993
BS, cum laude, Finance
National Outdoor Leadership School (NOLS) 1992 — 1992
Brooks Range Wilderness Expedition, Gates of the Arctic National Park, Alaska
Outward Bound - Pacfic Crest Outward Bound School 1989 — 1989
Rock climbing, navigation, desert survival
Cranbrook Kingswood School 1985 — 1989
High School
Clarence Fredericks's Donaldson, Lufkin & Jenrette Experience November 1986 - March 2001
Job IT Contracts Administrator at Tyco International Management Company
Industry Information Technology and Services
Experience
Tyco International Management Company October 2010 - September 2013
Bristol-Myers Squibb May 2008 - October 2010
Public Service Electric & Gas July 2007 - February 2008
Cendant Corporation October 2006 - January 2007
UCA Computer Systems April 2001 - September 2006
Donaldson, Lufkin & Jenrette November 1986 - March 2001
Skills
Mergers, Strategic Planning, Program Management, Contract Negotiation, Vendor Management, Process Improvement, Strategic Sourcing, Business Process..., Mergers & Acquisitions, Technical Resource..., Management Professional..., RFx development and..., Management, Business Process..., Analysis, Employee Relations, Cross-functional Team..., Strategy, Change Management, Outsourcing, IT Strategy, Project Management, CRM, Business Analysis, Integration, BPO, ERP, IT Management, Business Process, Project Portfolio..., Governance, Business Intelligence, Operations Management, Risk Management, Business Transformation, SDLC, PMP, Leadership, IT Service Management, Cloud Computing, Service Delivery, Information Technology
Education
Polytechnic University 1999 — 2000
15 Credit, Management Information Systems, General
City University of New York-Hunter College 1986 — 1989
Bachelor of Arts (B.A.), Philosophy
Tyco International Management Company October 2010 - September 2013
Bristol-Myers Squibb May 2008 - October 2010
Public Service Electric & Gas July 2007 - February 2008
Cendant Corporation October 2006 - January 2007
UCA Computer Systems April 2001 - September 2006
Donaldson, Lufkin & Jenrette November 1986 - March 2001
Skills
Mergers, Strategic Planning, Program Management, Contract Negotiation, Vendor Management, Process Improvement, Strategic Sourcing, Business Process..., Mergers & Acquisitions, Technical Resource..., Management Professional..., RFx development and..., Management, Business Process..., Analysis, Employee Relations, Cross-functional Team..., Strategy, Change Management, Outsourcing, IT Strategy, Project Management, CRM, Business Analysis, Integration, BPO, ERP, IT Management, Business Process, Project Portfolio..., Governance, Business Intelligence, Operations Management, Risk Management, Business Transformation, SDLC, PMP, Leadership, IT Service Management, Cloud Computing, Service Delivery, Information Technology
Education
Polytechnic University 1999 — 2000
15 Credit, Management Information Systems, General
City University of New York-Hunter College 1986 — 1989
Bachelor of Arts (B.A.), Philosophy
Renee Allen's Donaldson, Lufkin & Jenrette Experience October 1997 - September 1998
Job Sr Sales Administrator at LexisNexis Corrections/Law Enforcement
Industry Government Administration
Experience
LexisNexis - Corrections & Law Enforcement Corrections & Law Enforcement January 2007 - Present
LexisNexis - Small Law August 1999 - December 2006
Allied Signal Aerospace December 1998 - June 1999
Playboy Entertainment Group September 1998 - November 1998
Donaldson, Lufkin & Jenrette October 1997 - September 1998
Skills
Lead Generation, Leadership, Account Management, Salesforce.com, Sales Process, Solution Selling, CRM, Time Management, Access, Sales Operations, Management, Team Building, Customer Service, Cold Calling, Administrative..., Sales, Marketing, Team Leadership, Training, Sales Management, Project Management, Selling, Sales Presentations, B2B
Education
California State University-Northridge 1993 — 1999
BA
LexisNexis - Corrections & Law Enforcement Corrections & Law Enforcement January 2007 - Present
LexisNexis - Small Law August 1999 - December 2006
Allied Signal Aerospace December 1998 - June 1999
Playboy Entertainment Group September 1998 - November 1998
Donaldson, Lufkin & Jenrette October 1997 - September 1998
Skills
Lead Generation, Leadership, Account Management, Salesforce.com, Sales Process, Solution Selling, CRM, Time Management, Access, Sales Operations, Management, Team Building, Customer Service, Cold Calling, Administrative..., Sales, Marketing, Team Leadership, Training, Sales Management, Project Management, Selling, Sales Presentations, B2B
Education
California State University-Northridge 1993 — 1999
BA
Peter Gargone's Donaldson, Lufkin & Jenrette Experience October 1996 - February 2000
Job Founder and CEO of nTier
Industry Computer Software
Experience
n-Tier March 2000 - Present
Donaldson, Lufkin & Jenrette October 1996 - February 2000
Goldman Sachs June 1990 - February 1993
Skills
Cloud Computing, Business Analysis, Enterprise Software, Software Project..., IT Strategy, Program Management, Agile Methodologies, Enterprise Architecture, Software Development, Business Intelligence, Vendor Management, SaaS, Data Warehousing, Solution Architecture, IT Management, SDLC, Integration, Cross-functional Team..., Disaster Recovery, Project Management, ITIL, Project Portfolio..., Business Process, Analysis, PMP, Outsourcing, Requirements Analysis, Professional Services, Business Process..., CRM, PMO
Education
Boston University 1986 — 1990
BA, Computer Science
n-Tier March 2000 - Present
Donaldson, Lufkin & Jenrette October 1996 - February 2000
Goldman Sachs June 1990 - February 1993
Skills
Cloud Computing, Business Analysis, Enterprise Software, Software Project..., IT Strategy, Program Management, Agile Methodologies, Enterprise Architecture, Software Development, Business Intelligence, Vendor Management, SaaS, Data Warehousing, Solution Architecture, IT Management, SDLC, Integration, Cross-functional Team..., Disaster Recovery, Project Management, ITIL, Project Portfolio..., Business Process, Analysis, PMP, Outsourcing, Requirements Analysis, Professional Services, Business Process..., CRM, PMO
Education
Boston University 1986 — 1990
BA, Computer Science
Susan Zurbin Susan Zurbin's Donaldson, Lufkin & Jenrette Experience June 1995 - November 2000
Job Private Banking / Wealth Management Leader
Industry Financial Services
Experience
Wealth and Investment Management Leader 2013 - Present
Credit Suisse November 2000 - October 2012
Donaldson, Lufkin & Jenrette June 1995 - November 2000
Skills
Operations Management, Operational Risk..., Wealth Management, Private Banking, Risk Management, Leadership, Management, Compliance, Investments, Training, Equities, Portfolio Management, Strategic Planning, Trading, Talent Management, Middle Office, Capital Markets, Series 7, Fixed Income, Financial Services, AML, Customer Experience, Customer Service, Internal Communications, Expense Management, Professional Mentoring, Team Leadership, Investment Banking, Relationship Management, Service Management, Newsletters, Mentoring Of Staff, Onboarding, People Development, Performance Based..., Disaster Recovery, Hospitality, Office Management, Recruiting, Asset Management, Project Planning, Human Resources, Reducing Operating Costs, Internal & External..., Manage client..., Problem Solving
Education
The Wharton School, University of Pennsylvania, Philadelphia, PA, 1999 — 2001
Securities Industry Institute: 3-year Executive Program, Sponsored by SIFMA / Securities Industry and Financial Markets Association
Brooklyn College
Bachelor of Arts (B.A.), Mathematics and Education
Wealth and Investment Management Leader 2013 - Present
Credit Suisse November 2000 - October 2012
Donaldson, Lufkin & Jenrette June 1995 - November 2000
Skills
Operations Management, Operational Risk..., Wealth Management, Private Banking, Risk Management, Leadership, Management, Compliance, Investments, Training, Equities, Portfolio Management, Strategic Planning, Trading, Talent Management, Middle Office, Capital Markets, Series 7, Fixed Income, Financial Services, AML, Customer Experience, Customer Service, Internal Communications, Expense Management, Professional Mentoring, Team Leadership, Investment Banking, Relationship Management, Service Management, Newsletters, Mentoring Of Staff, Onboarding, People Development, Performance Based..., Disaster Recovery, Hospitality, Office Management, Recruiting, Asset Management, Project Planning, Human Resources, Reducing Operating Costs, Internal & External..., Manage client..., Problem Solving
Education
The Wharton School, University of Pennsylvania, Philadelphia, PA, 1999 — 2001
Securities Industry Institute: 3-year Executive Program, Sponsored by SIFMA / Securities Industry and Financial Markets Association
Brooklyn College
Bachelor of Arts (B.A.), Mathematics and Education
Craig Braun Craig Braun's Donaldson, Lufkin & Jenrette Experience February 1998 - February 1999
Job Managing Director, Capital Markets at Renovate America
Industry Financial Services
Experience
GE Capital March 1999 - March 2013
Donaldson, Lufkin & Jenrette February 1998 - February 1999
RBS Greenwich Capital June 1989 - February 1998
Skills
Structured Finance, Corporate Finance, Investment Management, Cash Management, Securitization, Financial Modeling, Capital Markets, Covered Bonds, Business Development, Alternative Funding, CMBS, ABS, RMBS, Bonds, Fixed Income, Investment Banking, REIT, Financial Structuring, Legal Documents, International Tax, Accounting, Banking, Six Sigma
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1989
MBA, Banking & Finance, magna cum laude
State University of New York at Buffalo - School of Management 1983 — 1986
B.S., Business Administration - Finance, magna cum laude
GE Capital March 1999 - March 2013
Donaldson, Lufkin & Jenrette February 1998 - February 1999
RBS Greenwich Capital June 1989 - February 1998
Skills
Structured Finance, Corporate Finance, Investment Management, Cash Management, Securitization, Financial Modeling, Capital Markets, Covered Bonds, Business Development, Alternative Funding, CMBS, ABS, RMBS, Bonds, Fixed Income, Investment Banking, REIT, Financial Structuring, Legal Documents, International Tax, Accounting, Banking, Six Sigma
Education
City University of New York-Baruch College - Zicklin School of Business 1987 — 1989
MBA, Banking & Finance, magna cum laude
State University of New York at Buffalo - School of Management 1983 — 1986
B.S., Business Administration - Finance, magna cum laude
Felix Lempert Felix Lempert's Donaldson, Lufkin & Jenrette Experience April 2000 - November 2001
Job Vice President Franklin Templeton Real Asset Advisors
Industry Investment Management
Experience
Franklin Templeton Real Asset Advisors April 2006 - Present
Private Corporation June 2000 - Present
Citigroup Asset Management 2002 - 2006
Donaldson, Lufkin & Jenrette April 2000 - November 2001
Skills
Asset Managment, Financial Modeling, Performance Measurement, Portfolio Construction, Negotiation of..., Fundraising, Project Management, Foreign Currency Hedging, Investments, Portfolio Management, Alternative Investments, Private Equity, Management, FX Hedging, Commercial Real Estate, Asset Management, Credit, Cash Flow Forecasting, Fixed Income, Bloomberg, Fee Negotiation and..., Distribution Waterfalls, Bonds, Derivatives, Equities, Mutual Funds, Securities, Finance, Hedge Funds, Trading, Capital Markets, Series 63, Valuation, Investment Management, Emerging Markets, Investment Strategies, Asset Allocation, Institutional..., Fund Of Funds, Wealth Management, Structured Products, Series 7
Education
Adelphi University 1991 — 1995
BBA, Management - Specializing in Finance
Brooklyn Technical High School 1987 — 1991
Aeronautical Engineering
Franklin Templeton Real Asset Advisors April 2006 - Present
Private Corporation June 2000 - Present
Citigroup Asset Management 2002 - 2006
Donaldson, Lufkin & Jenrette April 2000 - November 2001
Skills
Asset Managment, Financial Modeling, Performance Measurement, Portfolio Construction, Negotiation of..., Fundraising, Project Management, Foreign Currency Hedging, Investments, Portfolio Management, Alternative Investments, Private Equity, Management, FX Hedging, Commercial Real Estate, Asset Management, Credit, Cash Flow Forecasting, Fixed Income, Bloomberg, Fee Negotiation and..., Distribution Waterfalls, Bonds, Derivatives, Equities, Mutual Funds, Securities, Finance, Hedge Funds, Trading, Capital Markets, Series 63, Valuation, Investment Management, Emerging Markets, Investment Strategies, Asset Allocation, Institutional..., Fund Of Funds, Wealth Management, Structured Products, Series 7
Education
Adelphi University 1991 — 1995
BBA, Management - Specializing in Finance
Brooklyn Technical High School 1987 — 1991
Aeronautical Engineering
Neal Golub, CPA CFE CICA's Donaldson, Lufkin & Jenrette Experience March 1996 - January 2001
Job TIAACREF
Industry Investment Management
Experience
TIAA-CREF November 2013 - Present
Everest Reinsurance March 2012 - November 2013
Everest Reinsurance December 2007 - March 2012
Everest Reinsurance July 2007 - December 2007
Everest Reinsurance January 2007 - July 2007
Equinox June 2005 - August 2006
Wells Fargo August 2004 - June 2005
Town Sports International March 2001 - July 2004
Sayreville, NJ Public Schools September 2001 - June 2002
Donaldson, Lufkin & Jenrette March 1996 - January 2001
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Finance, Accounting, Internal Audit, Fraud, Financial Audits, Risk Management, Certified Fraud Examiner, Enterprise Risk..., Management, Financial Analysis, Financial Reporting, Insurance, Sarbanes-Oxley, Financial Risk, US GAAP, Risk Assessment, COSO, Forensic Accounting, SEC filings, Financial Accounting, Corporate Governance, Leadership, Financial Services, Analysis, Strategic Leadership, Leadership Development, Operational Excellence, Business Process..., Strategic Vision
Education
Duke University 2015 — 2016
Certificate in Nonprofit Management
Keller Graduate School of Management of DeVry University 2006 — 2008
Master's degree, Accounting and Financial Management
Rutgers, The State University of New Jersey-Newark 1998 — 2004
MBA, Finance
Boston University - School of Management 1988 — 1992
BSBA, Finance
Sayreville War Memorial HS 1984 — 1988
TIAA-CREF November 2013 - Present
Everest Reinsurance March 2012 - November 2013
Everest Reinsurance December 2007 - March 2012
Everest Reinsurance July 2007 - December 2007
Everest Reinsurance January 2007 - July 2007
Equinox June 2005 - August 2006
Wells Fargo August 2004 - June 2005
Town Sports International March 2001 - July 2004
Sayreville, NJ Public Schools September 2001 - June 2002
Donaldson, Lufkin & Jenrette March 1996 - January 2001
Skills
Sarbanes-Oxley Act, Auditing, Internal Controls, Finance, Accounting, Internal Audit, Fraud, Financial Audits, Risk Management, Certified Fraud Examiner, Enterprise Risk..., Management, Financial Analysis, Financial Reporting, Insurance, Sarbanes-Oxley, Financial Risk, US GAAP, Risk Assessment, COSO, Forensic Accounting, SEC filings, Financial Accounting, Corporate Governance, Leadership, Financial Services, Analysis, Strategic Leadership, Leadership Development, Operational Excellence, Business Process..., Strategic Vision
Education
Duke University 2015 — 2016
Certificate in Nonprofit Management
Keller Graduate School of Management of DeVry University 2006 — 2008
Master's degree, Accounting and Financial Management
Rutgers, The State University of New Jersey-Newark 1998 — 2004
MBA, Finance
Boston University - School of Management 1988 — 1992
BSBA, Finance
Sayreville War Memorial HS 1984 — 1988
Georganne (Gia) Madeo Georganne (Gia) Madeo's Donaldson, Lufkin & Jenrette Experience February 1993 - June 2000
Job Sales Associate at Helzberg Diamonds
Industry Financial Services
Experience
Helzberg Diamonds August 2013 - Present
Sephora March 2010 - August 2013
Helbock, Nappa & Gallucci LLP June 2008 - January 2010
Estee Lauder March 2006 - March 2008
Helbock, Nappa & Gallucci LLP March 2002 - September 2005
Fleet Securities June 2000 - December 2001
Donaldson, Lufkin & Jenrette February 1993 - June 2000
Ernst & Company September 1991 - December 1992
Skills
Cosmetics
Education
City University of New York-College of Staten Island
Helzberg Diamonds August 2013 - Present
Sephora March 2010 - August 2013
Helbock, Nappa & Gallucci LLP June 2008 - January 2010
Estee Lauder March 2006 - March 2008
Helbock, Nappa & Gallucci LLP March 2002 - September 2005
Fleet Securities June 2000 - December 2001
Donaldson, Lufkin & Jenrette February 1993 - June 2000
Ernst & Company September 1991 - December 1992
Skills
Cosmetics
Education
City University of New York-College of Staten Island
Alyse Radenovic's Donaldson, Lufkin & Jenrette Experience 1996 - 1996
Job Art
Industry Arts and Crafts
Experience
Alyse Radenovic 2009 - Present
Aelisheva 1997 - 2008
New York Magazine 1997 - 1997
Conde Nast 1996 - 1996
Donaldson, Lufkin & Jenrette 1996 - 1996
Republic Bank 1995 - 1995
Merrill Lynch 1995 - 1995
Barnes & Noble 1995 - 1995
Skills
Fine Art, Art History, Art, Painting, Fashion, Art Exhibitions, Oil Painting, Art Education, Galleries, Illustration, Abstraction, Curating, Studio Art, Blogging, Portrait Painting, Social Media
Education
The New School 1992 — 1994
Anthropology
Antioch College 1991 — 1992
Anthropology
Alyse Radenovic 2009 - Present
Aelisheva 1997 - 2008
New York Magazine 1997 - 1997
Conde Nast 1996 - 1996
Donaldson, Lufkin & Jenrette 1996 - 1996
Republic Bank 1995 - 1995
Merrill Lynch 1995 - 1995
Barnes & Noble 1995 - 1995
Skills
Fine Art, Art History, Art, Painting, Fashion, Art Exhibitions, Oil Painting, Art Education, Galleries, Illustration, Abstraction, Curating, Studio Art, Blogging, Portrait Painting, Social Media
Education
The New School 1992 — 1994
Anthropology
Antioch College 1991 — 1992
Anthropology
Kevin Goldstein Kevin Goldstein's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Director, Portfolio Strategy at Stanford Management Company
Industry Investment Management
Experience
Stanford Management Company 2013 - Present
Great Gable Partners February 2005 - 2012
Arcanum Capital 2002 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Amherst College 1991 — 1995
BA, American Studies
Stanford Management Company 2013 - Present
Great Gable Partners February 2005 - 2012
Arcanum Capital 2002 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Stanford University Graduate School of Business 2000 — 2002
MBA
Amherst College 1991 — 1995
BA, American Studies
Jonathan Scheinberg Jonathan Scheinberg's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Executive Vice President at Thor Equities
Industry Real Estate
Experience
Thor Equities 2014 - Present
Capstone Equities LLC 2007 - 2014
Schulte Roth & Zabel LLP 2004 - 2007
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Private Equity, Investments, Hedge Funds, Real Estate, Mergers & Acquisitions, Joint Ventures, Valuation, Disposition, Real Estate Financing, Asset Management, Negotiation, Fund Of Funds, Due Diligence, Capital Raising, Acquisitions, Real Estate Economics, Fund Formation, Investment Banking, Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
JD, Concentrations in Real Estate and Taxation
University of Pennsylvania 1995 — 1999
B.S., Economics
Thor Equities 2014 - Present
Capstone Equities LLC 2007 - 2014
Schulte Roth & Zabel LLP 2004 - 2007
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Private Equity, Investments, Hedge Funds, Real Estate, Mergers & Acquisitions, Joint Ventures, Valuation, Disposition, Real Estate Financing, Asset Management, Negotiation, Fund Of Funds, Due Diligence, Capital Raising, Acquisitions, Real Estate Economics, Fund Formation, Investment Banking, Finance
Education
Benjamin N. Cardozo School of Law, Yeshiva University 2001 — 2004
JD, Concentrations in Real Estate and Taxation
University of Pennsylvania 1995 — 1999
B.S., Economics
Todd Hurtubise Todd Hurtubise's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Global EventDriven Portfolio Manager
Industry Investment Management
Experience
Visium Asset Management May 2015 - Present
Proteus Global Partners, LLC February 2013 - May 2015
Cowen and Company, LLC June 2011 - February 2013
BlackRock August 2006 - January 2009
Fidelity Capital Markets March 2003 - February 2004
Banc of America Securities August 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Equities, Trading Systems, Trading, Arbitrage, Trading Strategies, Options, Series 7, Electronic Trading, Portfolio Management, Asset Management, ETFs, FX, Program Trading, Swaps, Asset Managment, FX Options, Series 63, Event Driven, Special Situations..., Long/Short Equity, Indexing, Spin-offs, Hedging, Futures Trading, Hedge Funds, Bloomberg, Trading System, Alternative Investments, FX trading, Equity Trading, Investment Management, Asset Allocation, Investment Strategies, Technical Analysis, Mergers, Bloomberg Terminal, Options Strategies
Education
Canisius College 1992 — 1997
BA, English, Economics, Finance
Visium Asset Management May 2015 - Present
Proteus Global Partners, LLC February 2013 - May 2015
Cowen and Company, LLC June 2011 - February 2013
BlackRock August 2006 - January 2009
Fidelity Capital Markets March 2003 - February 2004
Banc of America Securities August 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Equities, Trading Systems, Trading, Arbitrage, Trading Strategies, Options, Series 7, Electronic Trading, Portfolio Management, Asset Management, ETFs, FX, Program Trading, Swaps, Asset Managment, FX Options, Series 63, Event Driven, Special Situations..., Long/Short Equity, Indexing, Spin-offs, Hedging, Futures Trading, Hedge Funds, Bloomberg, Trading System, Alternative Investments, FX trading, Equity Trading, Investment Management, Asset Allocation, Investment Strategies, Technical Analysis, Mergers, Bloomberg Terminal, Options Strategies
Education
Canisius College 1992 — 1997
BA, English, Economics, Finance
Srini Kopparapu Srini Kopparapu's Donaldson, Lufkin & Jenrette Experience September 1992 - September 2000
Job Principal, Broadreach Asset Management
Industry Investment Management
Experience
Broadreach Asset Management December 2009 - Present
ShieldSquare August 2014 - Present
MFCNY December 2013 - July 2015
Barclays Capital June 2002 - August 2009
Credit Suisse September 2000 - June 2002
Donaldson, Lufkin & Jenrette September 1992 - September 2000
ACT Financial Systems August 1990 - August 1992
IBM 1990 - 1990
Wipro Infotech October 1987 - June 1989
Skills
Fixed Income, Capital Markets, Credit Derivatives, MBS, Credit Trading, Emerging Markets, Derivatives, Risk Management, Portfolio Management, Hedge Funds, Investments, Structured Products, Investment Banking, Investment Management, FX Options
Education
Pace University - Lubin School of Business 1990 — 1992
MBA, Finance
Birla Institute of Technology and Science 1983 — 1987
M.Sc (Tech), Computer Science
Broadreach Asset Management December 2009 - Present
ShieldSquare August 2014 - Present
MFCNY December 2013 - July 2015
Barclays Capital June 2002 - August 2009
Credit Suisse September 2000 - June 2002
Donaldson, Lufkin & Jenrette September 1992 - September 2000
ACT Financial Systems August 1990 - August 1992
IBM 1990 - 1990
Wipro Infotech October 1987 - June 1989
Skills
Fixed Income, Capital Markets, Credit Derivatives, MBS, Credit Trading, Emerging Markets, Derivatives, Risk Management, Portfolio Management, Hedge Funds, Investments, Structured Products, Investment Banking, Investment Management, FX Options
Education
Pace University - Lubin School of Business 1990 — 1992
MBA, Finance
Birla Institute of Technology and Science 1983 — 1987
M.Sc (Tech), Computer Science
Jeffrey Dorst's Donaldson, Lufkin & Jenrette Experience November 1997 - October 2000
Job Director, Capital Markets at Houlihan Lokey
Industry Capital Markets
Experience
Houlihan Lokey August 2009 - Present
UBS Investment Bank April 2009 - June 2009
UBS Investment Bank 2003 - 2008
Credit Suisse First Boston October 2000 - July 2003
Donaldson, Lufkin & Jenrette November 1997 - October 2000
Smith Barney Inc. April 1995 - November 1997
Education
Bucknell University
BS
Horace Greeley High School
Houlihan Lokey August 2009 - Present
UBS Investment Bank April 2009 - June 2009
UBS Investment Bank 2003 - 2008
Credit Suisse First Boston October 2000 - July 2003
Donaldson, Lufkin & Jenrette November 1997 - October 2000
Smith Barney Inc. April 1995 - November 1997
Education
Bucknell University
BS
Horace Greeley High School
Ira Dicken's Donaldson, Lufkin & Jenrette Experience 1983 - 1985
Job CIO, Systems Architect, Innovator, Technologist, Systems Developer, Database Designer
Industry Information Technology and Services
Experience
Financial Systems Works Inc 1995 - Present
Berkeley Investment Technologies 1993 - 1995
Blackrock Financial Management 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Donaldson, Lufkin & Jenrette 1983 - 1985
Salomon Brothers 1981 - 1983
Skills
Multiprocessing, Mortgage Backed..., Dark Pools, ECNs, ATS,..., Evaluating trading..., Stock loan/borrows,..., Sybase, MS SQL, Oracle, Real Time Messaging..., C++, Java, C#, Shell,..., C++ Builder, Visual..., Multiprocessor,..., Trading Systems, Trading, Risk Management, Fixed Income, Equities, Equity Trading, Market Data, Bloomberg
Education
City University of New York-Brooklyn College 1976 — 1980
BS, Accounting / minors Computer Science, Economics
Financial Systems Works Inc 1995 - Present
Berkeley Investment Technologies 1993 - 1995
Blackrock Financial Management 1990 - 1993
Drexel Burnham Lambert 1986 - 1990
Donaldson, Lufkin & Jenrette 1983 - 1985
Salomon Brothers 1981 - 1983
Skills
Multiprocessing, Mortgage Backed..., Dark Pools, ECNs, ATS,..., Evaluating trading..., Stock loan/borrows,..., Sybase, MS SQL, Oracle, Real Time Messaging..., C++, Java, C#, Shell,..., C++ Builder, Visual..., Multiprocessor,..., Trading Systems, Trading, Risk Management, Fixed Income, Equities, Equity Trading, Market Data, Bloomberg
Education
City University of New York-Brooklyn College 1976 — 1980
BS, Accounting / minors Computer Science, Economics
Igor Poteroba's Donaldson, Lufkin & Jenrette Experience June 1997 - June 1999
Job Experienced Finance Professional
Industry Financial Services
Experience
UBS Investment Bank March 1999 - March 2010
Donaldson, Lufkin & Jenrette June 1997 - June 1999
Skills
Investment Banking, Due Diligence, Private Equity, Venture Capital, Executive Management, Capital Markets, Financial Modeling, Business Valuation, Strategic Consulting, Corporate Development, Business Strategy, Business Advisory, New Business Development, Business Planning, Securities, Equity Research, Emerging Markets, Contract Recruitment
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
University of New Haven 1992 — 1995
Bachelor of Science (BS), International Business
McGill University 1993 — 1994
BA, Business
UBS Investment Bank March 1999 - March 2010
Donaldson, Lufkin & Jenrette June 1997 - June 1999
Skills
Investment Banking, Due Diligence, Private Equity, Venture Capital, Executive Management, Capital Markets, Financial Modeling, Business Valuation, Strategic Consulting, Corporate Development, Business Strategy, Business Advisory, New Business Development, Business Planning, Securities, Equity Research, Emerging Markets, Contract Recruitment
Education
City University of New York-Baruch College - Zicklin School of Business 1995 — 1997
Master of Business Administration (MBA), Finance and Financial Management Services
University of New Haven 1992 — 1995
Bachelor of Science (BS), International Business
McGill University 1993 — 1994
BA, Business
Oliver D. Cromwell's Donaldson, Lufkin & Jenrette Experience 1976 - 1987
Job President, Founder at Bentley Associates
Industry Investment Banking
Experience
Bentley Associates 1990 - Present
PaineWebber 1988 - 1990
Oppenheimer & Co. 1987 - 1988
Donaldson, Lufkin & Jenrette 1976 - 1987
Skills
Investment Banking, Mergers, Corporate Finance, Private Placements, Valuation
Education
Harvard Business School 1974 — 1976
MBA
Brown University 1968 — 1972
A.B., American History
Bentley Associates 1990 - Present
PaineWebber 1988 - 1990
Oppenheimer & Co. 1987 - 1988
Donaldson, Lufkin & Jenrette 1976 - 1987
Skills
Investment Banking, Mergers, Corporate Finance, Private Placements, Valuation
Education
Harvard Business School 1974 — 1976
MBA
Brown University 1968 — 1972
A.B., American History
Jeff Tryka, CFA's Donaldson, Lufkin & Jenrette Experience May 1995 - August 1997
Job Director of Corporate Development and Investor Relations at THOR Industries, Inc.
Industry Consumer Goods
Experience
THOR Industries, Inc. September 2013 - Present
Lambert-Edwards and Associates May 2008 - September 2013
CFA Society of West Michigan July 2012 - June 2013
Grand Valley State University August 2012 - January 2013
Coachmen Industries, Inc. May 2004 - April 2008
Delafield Hambrecht, Inc September 2002 - March 2004
Rainier Research, Inc January 2002 - July 2002
The Red Chip Review June 1999 - June 2001
Donaldson, Lufkin & Jenrette May 1995 - August 1997
Smith Barney, Inc. October 1993 - May 1995
Skills
Competitive Analysis, Strategic Analysis, Investor Relations, Investments, Public Relations, Corporate Communications, Strategic Communications, Investment Strategies, Financial Analysis, Financial Modeling, Equity Research, Investor Presentations, Business Valuation, Leadership, Mergers & Acquisitions, Budgets, Analysis, Equity Valuation, Finance
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
Bucknell University 1988 — 1992
BSBA, Accounting
Thornton Fractional North 1984 — 1988
THOR Industries, Inc. September 2013 - Present
Lambert-Edwards and Associates May 2008 - September 2013
CFA Society of West Michigan July 2012 - June 2013
Grand Valley State University August 2012 - January 2013
Coachmen Industries, Inc. May 2004 - April 2008
Delafield Hambrecht, Inc September 2002 - March 2004
Rainier Research, Inc January 2002 - July 2002
The Red Chip Review June 1999 - June 2001
Donaldson, Lufkin & Jenrette May 1995 - August 1997
Smith Barney, Inc. October 1993 - May 1995
Skills
Competitive Analysis, Strategic Analysis, Investor Relations, Investments, Public Relations, Corporate Communications, Strategic Communications, Investment Strategies, Financial Analysis, Financial Modeling, Equity Research, Investor Presentations, Business Valuation, Leadership, Mergers & Acquisitions, Budgets, Analysis, Equity Valuation, Finance
Education
Indiana University - Kelley School of Business 1997 — 1999
MBA, Finance
Bucknell University 1988 — 1992
BSBA, Accounting
Thornton Fractional North 1984 — 1988
Kathryn Fleischer's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Placement Agent for Private Equity
Industry Financial Services
Experience
Idlewild Bay LLC 2003 - Present
WR Hambrecht + Co 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Hampton Partners Ltd 1994 - 1998
ING 1993 - 1993
Security Pacific Bank 1990 - 1991
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
London School of Economics and Political Science
MSc
Brown University
AB
Idlewild Bay LLC 2003 - Present
WR Hambrecht + Co 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Hampton Partners Ltd 1994 - 1998
ING 1993 - 1993
Security Pacific Bank 1990 - 1991
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
London School of Economics and Political Science
MSc
Brown University
AB
Vinod Rathore's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Managing Director at StormHarbour Securities
Industry Financial Services
Experience
StormHarbour Securities June 2012 - Present
Ally Financial Inc. March 2012 - May 2012
Oppenheimer & Company April 2009 - March 2012
Washington Mutual 2004 - 2008
Credit Suisse 2000 - 2004
Nomura April 1998 - June 2000
Donaldson, Lufkin & Jenrette 2000 - 2000
Nomura Securities 1997 - 2000
Citibank, Private Bank January 1995 - December 1997
COSL August 1990 - December 1991
Skills
Fixed Income, Investment Banking, Capital Markets, Equities, Derivatives, Portfolio Management, Valuation, Trading Systems, Structured Finance, Private Equity, Credit Derivatives, Financial Structuring, Financial Modeling, Bloomberg, FX Options
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Stony Brook University 1991 — 1994
Masters, Computer Engineering
Birla Institute of Technology and Science 1985 — 1990
BE, Electrical & Electronics Engineering
Birla Institute of Technology and Science, Pilani 1985 — 1990
MSc., Chemistry
Hyderabad Public School (HPS), Begumpet 1978 — 1985
High School
StormHarbour Securities June 2012 - Present
Ally Financial Inc. March 2012 - May 2012
Oppenheimer & Company April 2009 - March 2012
Washington Mutual 2004 - 2008
Credit Suisse 2000 - 2004
Nomura April 1998 - June 2000
Donaldson, Lufkin & Jenrette 2000 - 2000
Nomura Securities 1997 - 2000
Citibank, Private Bank January 1995 - December 1997
COSL August 1990 - December 1991
Skills
Fixed Income, Investment Banking, Capital Markets, Equities, Derivatives, Portfolio Management, Valuation, Trading Systems, Structured Finance, Private Equity, Credit Derivatives, Financial Structuring, Financial Modeling, Bloomberg, FX Options
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance
Stony Brook University 1991 — 1994
Masters, Computer Engineering
Birla Institute of Technology and Science 1985 — 1990
BE, Electrical & Electronics Engineering
Birla Institute of Technology and Science, Pilani 1985 — 1990
MSc., Chemistry
Hyderabad Public School (HPS), Begumpet 1978 — 1985
High School
Catherine Watters's Donaldson, Lufkin & Jenrette Experience 1998 - 2001
Job Account Executive at Voyager Insurance Services, LLC
Industry Financial Services
Experience
Voyager Insurance Services, LLC Equity Research AnalystCredit Suisse First Boston1998 - 2004
Credit Suisse 1998 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2001
Cowen and Company 1995 - 1998
Education
Bentley College 1996 — 1998
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
Voyager Insurance Services, LLC Equity Research AnalystCredit Suisse First Boston1998 - 2004
Credit Suisse 1998 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2001
Cowen and Company 1995 - 1998
Education
Bentley College 1996 — 1998
MBA
University of New Hampshire -- Peter T. Paul College of Business and Economics 1991 — 1995
Paul Eisenberg's Donaldson, Lufkin & Jenrette Experience 1979 - 1985
Job Chief Operating Officer, Johnson, Morgan & White
Industry Financial Services
Experience
Johnson, Morgan & White January 2002 - Present
Donaldson, Lufkin & Jenrette 1979 - 1985
Skills
Debt Settlement, Strategic Planning, Executive Management, Mergers & Acquisitions, Risk Management, Portfolio Management, Negotiation, Finance, Credit Risk, Credit, New Business Development, Financial Analysis, Management, Customer Service, Due Diligence, Commodity, Collections, Debt Collection, Business Strategy, Banking, Corporate Finance, Trading, Business Development
Education
Boston University - School of Management 1971 — 1975
Bachelor of Science, Business, Accounting and Finance
Johnson, Morgan & White January 2002 - Present
Donaldson, Lufkin & Jenrette 1979 - 1985
Skills
Debt Settlement, Strategic Planning, Executive Management, Mergers & Acquisitions, Risk Management, Portfolio Management, Negotiation, Finance, Credit Risk, Credit, New Business Development, Financial Analysis, Management, Customer Service, Due Diligence, Commodity, Collections, Debt Collection, Business Strategy, Banking, Corporate Finance, Trading, Business Development
Education
Boston University - School of Management 1971 — 1975
Bachelor of Science, Business, Accounting and Finance
Billy Spiro's Donaldson, Lufkin & Jenrette Experience May 1984 - November 2000
Job DIRECTOR at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse November 2000 - Present
Donaldson, Lufkin & Jenrette May 1984 - November 2000
Goldman Sachs June 1974 - May 1984
Skills
Private Equity, Hedge Funds, Alternative Investments, Investment Banking, Fund Of Funds, Securities, Asset Managment, Investments, Fixed Income, Cash Management, Banking Relationships, Foreign Exchange, Equities, Equity Trading, FX trading, FX Hedging, High Yield Bonds, Block Trading, Back Office, Offsite Backup, Operations Management, Fund Administration, Outsourcing, Subordinated Debt, Disaster Recovery, Banking, Trading, Funding, Capital Markets, FX Options, Asset Management, FX Trading, Structured Finance
Education
City University of New York-Brooklyn College 1969 — 1973
Bachelor of Arts (B.A.), Economics
Credit Suisse November 2000 - Present
Donaldson, Lufkin & Jenrette May 1984 - November 2000
Goldman Sachs June 1974 - May 1984
Skills
Private Equity, Hedge Funds, Alternative Investments, Investment Banking, Fund Of Funds, Securities, Asset Managment, Investments, Fixed Income, Cash Management, Banking Relationships, Foreign Exchange, Equities, Equity Trading, FX trading, FX Hedging, High Yield Bonds, Block Trading, Back Office, Offsite Backup, Operations Management, Fund Administration, Outsourcing, Subordinated Debt, Disaster Recovery, Banking, Trading, Funding, Capital Markets, FX Options, Asset Management, FX Trading, Structured Finance
Education
City University of New York-Brooklyn College 1969 — 1973
Bachelor of Arts (B.A.), Economics
James Schlessinger's Donaldson, Lufkin & Jenrette Experience August 1999 - November 2000
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse August 1999 - Present
Donaldson, Lufkin & Jenrette August 1999 - November 2000
Anchin, Block & Anchin LLP 1994 - 1999
Skills
CPA, Strategy, Budget Models, Compensation Strategies, Excel models, Access Database, VBA, Finance, Accounting, Private Equity, Alternative Investments, Hedge Funds, Business Process..., Investment Banking, Asset Management, Financial Services
Education
Binghamton University - School of Management 1990 — 1994
BS, Accounting
Credit Suisse August 1999 - Present
Donaldson, Lufkin & Jenrette August 1999 - November 2000
Anchin, Block & Anchin LLP 1994 - 1999
Skills
CPA, Strategy, Budget Models, Compensation Strategies, Excel models, Access Database, VBA, Finance, Accounting, Private Equity, Alternative Investments, Hedge Funds, Business Process..., Investment Banking, Asset Management, Financial Services
Education
Binghamton University - School of Management 1990 — 1994
BS, Accounting
Colin R. Knudsen's Donaldson, Lufkin & Jenrette Experience August 1983 - November 2000
Job Managing Director at Coady Diemar Partners
Industry Investment Banking
Experience
Coady Diemar Partners January 2004 - Present
Credit Suisse November 2000 - February 2002
Donaldson, Lufkin & Jenrette August 1983 - November 2000
Skills
Mergers & Acquisitions, Private Equity, Investment Banking, Capital Markets, Venture Capital, Investments, Mergers, Mobile Devices, Digital and Traditional..., Mobile, Technology, Equities, M&A experience, Strategy, LBO, Valuation, Corporate Finance, Financial Modeling, Corporate Development, Due Diligence
Education
Columbia University - Columbia Business School 1982 — 1983
MBA, Finance
Brown University 1975 — 1979
BA, History and International Relations
Coady Diemar Partners January 2004 - Present
Credit Suisse November 2000 - February 2002
Donaldson, Lufkin & Jenrette August 1983 - November 2000
Skills
Mergers & Acquisitions, Private Equity, Investment Banking, Capital Markets, Venture Capital, Investments, Mergers, Mobile Devices, Digital and Traditional..., Mobile, Technology, Equities, M&A experience, Strategy, LBO, Valuation, Corporate Finance, Financial Modeling, Corporate Development, Due Diligence
Education
Columbia University - Columbia Business School 1982 — 1983
MBA, Finance
Brown University 1975 — 1979
BA, History and International Relations
Shruthi Kinkead's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Experienced Corporate Development and Investment Banking Professional
Industry Investment Banking
Experience
Strathspey Crown LLC 2013 - December 2013
Sagent Advisors 2010 - 2011
AMN Healthcare 2009 - 2010
Banc of America Securities LLC 2004 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
Salomon Smith Barney 1997 - 1998
Skills
Financial Modeling, Mergers, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Finance, Due Diligence, Investment Banking, Investments, Restructuring, Strategy
Education
Barnard College 1993 — 1997
Columbia University in the City of New York 1993 — 1997
Strathspey Crown LLC 2013 - December 2013
Sagent Advisors 2010 - 2011
AMN Healthcare 2009 - 2010
Banc of America Securities LLC 2004 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
Salomon Smith Barney 1997 - 1998
Skills
Financial Modeling, Mergers, Mergers & Acquisitions, Venture Capital, Start-ups, Corporate Finance, Due Diligence, Investment Banking, Investments, Restructuring, Strategy
Education
Barnard College 1993 — 1997
Columbia University in the City of New York 1993 — 1997
Neil Spindel's Donaldson, Lufkin & Jenrette Experience 1996 - 1998
Job Permanent or Consulting Positions at Seeking New Opportunity
Industry Banking
Experience
Seeking New Opportunity April 2015 - Present
UBS Investment Bank June 2002 - November 2014
Ferrell Capital Management June 2001 - October 2001
Citadel LLC November 2000 - May 2001
Deutsche Bank August 1999 - March 2000
Bankers Trust May 1998 - July 1999
Donaldson, Lufkin & Jenrette 1996 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1996
Bankers Trust 1991 - 1995
Skills
CDS, Structured Products, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Interest Rate..., Credit Derivatives, Trading Systems
Education
City University of New York-Brooklyn College 1991 — 1993
MA, Computer Science
Brandeis University
BA
Seeking New Opportunity April 2015 - Present
UBS Investment Bank June 2002 - November 2014
Ferrell Capital Management June 2001 - October 2001
Citadel LLC November 2000 - May 2001
Deutsche Bank August 1999 - March 2000
Bankers Trust May 1998 - July 1999
Donaldson, Lufkin & Jenrette 1996 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1996
Bankers Trust 1991 - 1995
Skills
CDS, Structured Products, Fixed Income, Equities, Derivatives, Capital Markets, Investment Banking, Interest Rate..., Credit Derivatives, Trading Systems
Education
City University of New York-Brooklyn College 1991 — 1993
MA, Computer Science
Brandeis University
BA
Irene Beckelman's Donaldson, Lufkin & Jenrette Experience May 1988 - December 1991
Job Owner, Natrel
Industry Cosmetics
Experience
Natrel January 2002 - Present
Advanced Technology Enterprises Inc 1992 - 2002
Fire Red LLC January 1999 - December 2001
Teradata 1998 - 2000
Donaldson, Lufkin & Jenrette May 1988 - December 1991
Skills
Marketing Strategy, Product Development, Market Planning, Consumer Products, Sales Management, Business Planning, Strategic Planning, Start-ups, Business Development, Management, Purchasing, Marketing, Project Management, Competitive Analysis, Strategy, Business Analysis, Management Consulting, FMCG, Human Resources, Market Research, Market Analysis, Cross-functional Team..., Pricing, Advertising, Account Management, International Business, Inventory Management, Team Building, Entrepreneurship, International Sales, New Business Development, Strategic Partnerships, E-commerce, B2B, Solution Selling, Business Strategy
Education
City University of New York-Brooklyn College
Kharkiv State Academy of Culture
Bachelor of Arts (B.A.), Music
Natrel January 2002 - Present
Advanced Technology Enterprises Inc 1992 - 2002
Fire Red LLC January 1999 - December 2001
Teradata 1998 - 2000
Donaldson, Lufkin & Jenrette May 1988 - December 1991
Skills
Marketing Strategy, Product Development, Market Planning, Consumer Products, Sales Management, Business Planning, Strategic Planning, Start-ups, Business Development, Management, Purchasing, Marketing, Project Management, Competitive Analysis, Strategy, Business Analysis, Management Consulting, FMCG, Human Resources, Market Research, Market Analysis, Cross-functional Team..., Pricing, Advertising, Account Management, International Business, Inventory Management, Team Building, Entrepreneurship, International Sales, New Business Development, Strategic Partnerships, E-commerce, B2B, Solution Selling, Business Strategy
Education
City University of New York-Brooklyn College
Kharkiv State Academy of Culture
Bachelor of Arts (B.A.), Music
James Crane's Donaldson, Lufkin & Jenrette Experience June 1995 - August 1995
Job Employed at Citigroup Global Markets
Industry Financial Services
Experience
Citigroup Global Markets Inc. December 2013 - Present
Citigroup Global Markets Inc January 2009 - February 2013
Citigroup Global Markets Inc April 1999 - January 2009
Salomon Smith Barney May 1997 - April 1999
Salomon Smith Barney January 1997 - May 1997
Donaldson, Lufkin & Jenrette June 1995 - August 1995
Skills
Effective relationship..., Extensive, detailed..., Extensive results in..., Detailed knowledge of..., Securities, Change Management, Settlement, Middle Office, Back Office, Options, Relationship Management, Management, ETFs, Capital Markets, Derivatives, Equities, Electronic Trading, Investment Banking, Trading, Series 63, Fixed Income, Bloomberg, Series 7, Trading Systems, Hedge Funds, Equity Derivatives, Banking, Prime Brokerage, LinkedIn, Bonds, Strategy, Communication Skills, Securities Lending, Financial Markets
Education
Bucknell University 1992 — 1996
English/Ecomics
Citigroup Global Markets Inc. December 2013 - Present
Citigroup Global Markets Inc January 2009 - February 2013
Citigroup Global Markets Inc April 1999 - January 2009
Salomon Smith Barney May 1997 - April 1999
Salomon Smith Barney January 1997 - May 1997
Donaldson, Lufkin & Jenrette June 1995 - August 1995
Skills
Effective relationship..., Extensive, detailed..., Extensive results in..., Detailed knowledge of..., Securities, Change Management, Settlement, Middle Office, Back Office, Options, Relationship Management, Management, ETFs, Capital Markets, Derivatives, Equities, Electronic Trading, Investment Banking, Trading, Series 63, Fixed Income, Bloomberg, Series 7, Trading Systems, Hedge Funds, Equity Derivatives, Banking, Prime Brokerage, LinkedIn, Bonds, Strategy, Communication Skills, Securities Lending, Financial Markets
Education
Bucknell University 1992 — 1996
English/Ecomics
John DeMasi's Donaldson, Lufkin & Jenrette Experience January 1995 - June 2000
Job Financial Services Professional CPA
Industry Financial Services
Experience
Consultant January 2008 - Present
Christian Brothers Investment Services February 2007 - November 2007
LaBranche & Co. August 2006 - February 2007
Mitsubishi UFJ Securities February 2005 - August 2006
Banco Safra September 2003 - February 2005
Schwab Capital Markets February 2001 - September 2003
Donaldson, Lufkin & Jenrette January 1995 - June 2000
Bear Stearns June 1989 - September 1994
Merrill Lynch May 1987 - May 1989
Oppenheim Appel Dixon 1980 - 1982
Skills
Hedge Funds, Investment Banking, Auditing, Financial Modeling, Investments, Equities, Capital Markets, Fixed Income, Trading, Strategic Financial..., Asset Management, Securities
Education
City University of New York-Baruch College 1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Consultant January 2008 - Present
Christian Brothers Investment Services February 2007 - November 2007
LaBranche & Co. August 2006 - February 2007
Mitsubishi UFJ Securities February 2005 - August 2006
Banco Safra September 2003 - February 2005
Schwab Capital Markets February 2001 - September 2003
Donaldson, Lufkin & Jenrette January 1995 - June 2000
Bear Stearns June 1989 - September 1994
Merrill Lynch May 1987 - May 1989
Oppenheim Appel Dixon 1980 - 1982
Skills
Hedge Funds, Investment Banking, Auditing, Financial Modeling, Investments, Equities, Capital Markets, Fixed Income, Trading, Strategic Financial..., Asset Management, Securities
Education
City University of New York-Baruch College 1975 — 1978
Bachelor of Business Administration (B.B.A.), Accounting
Eli Weinberg's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Partner
Industry Investment Management
Experience
SPO Partners 2002 - Present
Goldman Sachs 2002 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Education
Stanford University Graduate School of Business 2004 — 2006
MBA
Amherst College 1995 — 1999
SPO Partners 2002 - Present
Goldman Sachs 2002 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Education
Stanford University Graduate School of Business 2004 — 2006
MBA
Amherst College 1995 — 1999
Michael Ravanesi's Donaldson, Lufkin & Jenrette Experience July 2000 - October 2000
Job Managing Director, Debt Capital Markets at Scotiabank
Industry Investment Banking
Experience
Scotiabank September 2009 - Present
Credit Suisse May 2007 - February 2009
UBS Investment Bank May 2002 - May 2007
Credit Suisse First Boston October 2000 - April 2002
Donaldson, Lufkin & Jenrette July 2000 - October 2000
Merrill Lynch May 1996 - July 2000
Education
Babson College 1993 — 1996
BS, Finance
Boston University 1991 — 1993
Biology
Milton Academy 1988 — 1991
HS
Scotiabank September 2009 - Present
Credit Suisse May 2007 - February 2009
UBS Investment Bank May 2002 - May 2007
Credit Suisse First Boston October 2000 - April 2002
Donaldson, Lufkin & Jenrette July 2000 - October 2000
Merrill Lynch May 1996 - July 2000
Education
Babson College 1993 — 1996
BS, Finance
Boston University 1991 — 1993
Biology
Milton Academy 1988 — 1991
HS
Jenny Ruud's Donaldson, Lufkin & Jenrette Experience 1995 - 2001
Job Assistant Director, Acedemic Advising Center at University of Central Arkansas
Industry Higher Education
Experience
University of Central Arkansas March 2014 - Present
University of Central Arkansas August 2008 - Present
County College of Morris January 2008 - August 2008
Marymount Manhattan College September 2005 - December 2007
American Musical and Dramatic Academy 2002 - 2005
Donaldson, Lufkin & Jenrette 1995 - 2001
Skills
Higher Education, Teaching, Student Affairs, Student Development, Editing, Community Outreach, Academic Advising, Public Relations, Event Management, Admissions, Student Recruiting, Newsletters, Press Releases, Media Relations
Education
New School University 1996 — 1999
BFA
American Musical and Dramatic Academy
University of Central Arkansas March 2014 - Present
University of Central Arkansas August 2008 - Present
County College of Morris January 2008 - August 2008
Marymount Manhattan College September 2005 - December 2007
American Musical and Dramatic Academy 2002 - 2005
Donaldson, Lufkin & Jenrette 1995 - 2001
Skills
Higher Education, Teaching, Student Affairs, Student Development, Editing, Community Outreach, Academic Advising, Public Relations, Event Management, Admissions, Student Recruiting, Newsletters, Press Releases, Media Relations
Education
New School University 1996 — 1999
BFA
American Musical and Dramatic Academy
Mike Carlotti's Donaldson, Lufkin & Jenrette Experience August 1998 - April 2002
Job Vice President & Treasurer at Scientific Games
Industry Gambling & Casinos
Experience
Scientific Games November 2014 - Present
Bally Technologies July 2008 - November 2014
Wachovia July 2005 - May 2008
Palmyra Capital Advisors August 2002 - July 2005
Donaldson, Lufkin & Jenrette August 1998 - April 2002
Smith Barney June 1993 - June 1996
Skills
Microsoft Office, Bloomberg, Investment Banking, Corporate Finance, investment management, Mergers, Investor Relations, Equities, Capital Markets, Gaming, Hedge Funds, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Business Strategy, Venture Capital, Strategic Planning, Risk Management, Investments, Budgeting, Restructuring, Private Equity, Financial Planning, Negotiation, Forecasting, Budgets, Leveraged Finance, Mergers & Acquisitions, Asset Management, Strategic Financial..., LBO, Investment Management, Finance, M&A experience, Analysis, Executive Management, Management, Gaming Industry, Strategy, Leadership, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, Finance, 3.8
Boston College 1989 — 1993
BS, Finance, 3.8
Scientific Games November 2014 - Present
Bally Technologies July 2008 - November 2014
Wachovia July 2005 - May 2008
Palmyra Capital Advisors August 2002 - July 2005
Donaldson, Lufkin & Jenrette August 1998 - April 2002
Smith Barney June 1993 - June 1996
Skills
Microsoft Office, Bloomberg, Investment Banking, Corporate Finance, investment management, Mergers, Investor Relations, Equities, Capital Markets, Gaming, Hedge Funds, Financial Modeling, Valuation, Financial Analysis, Due Diligence, Business Strategy, Venture Capital, Strategic Planning, Risk Management, Investments, Budgeting, Restructuring, Private Equity, Financial Planning, Negotiation, Forecasting, Budgets, Leveraged Finance, Mergers & Acquisitions, Asset Management, Strategic Financial..., LBO, Investment Management, Finance, M&A experience, Analysis, Executive Management, Management, Gaming Industry, Strategy, Leadership, Portfolio Management
Education
University of California, Los Angeles - The Anderson School of Management 1996 — 1998
MBA, Finance, 3.8
Boston College 1989 — 1993
BS, Finance, 3.8
Stacey Croomes's Donaldson, Lufkin & Jenrette Experience August 1999 - January 2001
Job Department Administrator
Industry Education Management
Experience
Caltech April 2006 - Present
California Institute of Technology November 2002 - April 2006
California Institute of Technology January 2001 - November 2002
Donaldson, Lufkin & Jenrette August 1999 - January 2001
Skills
Higher Education, Data Analysis, Research, Student Affairs, Nonprofits, Grant Writing, Statistics, Microsoft Office, Grants, Administrative..., PowerPoint, Event Planning, Administration, Microsoft Excel, Administrative...
Education
Ashford University 2011 — 2013
Master of Business Administration (MBA), Organizational Leadership, 4.0 grade average
Mount Saint Mary's University 2003 — 2006
B.S., Business Administration
Caltech April 2006 - Present
California Institute of Technology November 2002 - April 2006
California Institute of Technology January 2001 - November 2002
Donaldson, Lufkin & Jenrette August 1999 - January 2001
Skills
Higher Education, Data Analysis, Research, Student Affairs, Nonprofits, Grant Writing, Statistics, Microsoft Office, Grants, Administrative..., PowerPoint, Event Planning, Administration, Microsoft Excel, Administrative...
Education
Ashford University 2011 — 2013
Master of Business Administration (MBA), Organizational Leadership, 4.0 grade average
Mount Saint Mary's University 2003 — 2006
B.S., Business Administration
Charlie Heekin's Donaldson, Lufkin & Jenrette Experience December 1997 - August 2000
Job Managing Partner at Millennial Wealth Advisors
Industry Financial Services
Experience
Millennial Wealth Advisors March 2015 - Present
ForestView Wealth Management January 2013 - January 2015
Oxford Financial Group, Ltd. May 2008 - May 2012
Kilpatrick Capital, LLC October 2002 - July 2008
Credit Suisse August 2000 - March 2002
Donaldson, Lufkin & Jenrette December 1997 - August 2000
Salomon Brothers January 1997 - December 1997
Everen Securities April 1993 - December 1996
Boulevard Bank July 1989 - January 1993
Skills
Investment Advisory, Equities, New Business Development, Project Planning, Alternative Investments, Trading, Asset Managment, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Financial Analysis, Risk Management, Hedge Funds, High Net Worth..., Asset Management, Capital Markets, Private Equity
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy and Economics
The Canterbury School 1980 — 1984
Millennial Wealth Advisors March 2015 - Present
ForestView Wealth Management January 2013 - January 2015
Oxford Financial Group, Ltd. May 2008 - May 2012
Kilpatrick Capital, LLC October 2002 - July 2008
Credit Suisse August 2000 - March 2002
Donaldson, Lufkin & Jenrette December 1997 - August 2000
Salomon Brothers January 1997 - December 1997
Everen Securities April 1993 - December 1996
Boulevard Bank July 1989 - January 1993
Skills
Investment Advisory, Equities, New Business Development, Project Planning, Alternative Investments, Trading, Asset Managment, Portfolio Management, Wealth Management, Asset Allocation, Investments, Financial Services, Financial Analysis, Risk Management, Hedge Funds, High Net Worth..., Asset Management, Capital Markets, Private Equity
Education
Boston College 1984 — 1988
Bachelor of Arts (B.A.), Philosophy and Economics
The Canterbury School 1980 — 1984
Jason Ackerman's Donaldson, Lufkin & Jenrette Experience January 1990 - January 1998
Job Founder, CEO
Industry Internet
Experience
FreshDirect 1999 - Present
Donaldson, Lufkin & Jenrette January 1990 - January 1998
Skills
Strategic Planning, Management, Start-ups, Private Equity, Strategy, Corporate Finance, Business Strategy, New Business Development, Marketing Strategy, Sales
Education
Boston University - School of Management 1985 — 1989
Bachelor of Business Administration (B.B.A.)
FreshDirect 1999 - Present
Donaldson, Lufkin & Jenrette January 1990 - January 1998
Skills
Strategic Planning, Management, Start-ups, Private Equity, Strategy, Corporate Finance, Business Strategy, New Business Development, Marketing Strategy, Sales
Education
Boston University - School of Management 1985 — 1989
Bachelor of Business Administration (B.B.A.)
Dean Scarano's Donaldson, Lufkin & Jenrette Experience February 1992 - March 1995
Job Senior Vice President at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. May 2014 - Present
Cain Brothers September 2010 - April 2014
Ambac June 2005 - September 2010
First Albany Capital March 1997 - June 2005
Alex. Brown May 1995 - March 1997
Donaldson, Lufkin & Jenrette February 1992 - March 1995
Skills
Investment Banking, Credit Analysis, Financial Modeling, Fixed Income, Capital Markets, Bonds, Portfolio Management, Derivatives, Valuation, Bloomberg, Hospital M&A, Bankruptcy & Workouts, Structured Finance
Education
University at Albany, SUNY 1987 — 1989
MBA, Finance
Binghamton University 1983 — 1987
BA, Economics
Raymond James Financial Inc. May 2014 - Present
Cain Brothers September 2010 - April 2014
Ambac June 2005 - September 2010
First Albany Capital March 1997 - June 2005
Alex. Brown May 1995 - March 1997
Donaldson, Lufkin & Jenrette February 1992 - March 1995
Skills
Investment Banking, Credit Analysis, Financial Modeling, Fixed Income, Capital Markets, Bonds, Portfolio Management, Derivatives, Valuation, Bloomberg, Hospital M&A, Bankruptcy & Workouts, Structured Finance
Education
University at Albany, SUNY 1987 — 1989
MBA, Finance
Binghamton University 1983 — 1987
BA, Economics
Patricia Schalk's Donaldson, Lufkin & Jenrette Experience October 1990 - October 1995
Job
Industry Financial Services
Experience
Direxion Investments April 2014 - September 2014
Newedge Group October 2004 - May 2010
Refco Securities January 2002 - January 2003
Brokertec Global November 2000 - January 2002
PaineWebber October 1998 - November 2000
Credit Suisse Asset Management (BEA) March 1997 - October 1998
Gruntal and Company January 1996 - March 1997
Donaldson, Lufkin & Jenrette October 1990 - October 1995
Skills
Equities, Trading Systems, Derivatives, Options, Fixed Income, Prime Brokerage
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2000
MBA, Executive Management
City University of New York-Brooklyn College 1986 — 1990
Bachelor's Degree, Business Management and Finance
Direxion Investments April 2014 - September 2014
Newedge Group October 2004 - May 2010
Refco Securities January 2002 - January 2003
Brokertec Global November 2000 - January 2002
PaineWebber October 1998 - November 2000
Credit Suisse Asset Management (BEA) March 1997 - October 1998
Gruntal and Company January 1996 - March 1997
Donaldson, Lufkin & Jenrette October 1990 - October 1995
Skills
Equities, Trading Systems, Derivatives, Options, Fixed Income, Prime Brokerage
Education
Saint John's University - Peter J. Tobin College of Business 1998 — 2000
MBA, Executive Management
City University of New York-Brooklyn College 1986 — 1990
Bachelor's Degree, Business Management and Finance
Donald Fung's Donaldson, Lufkin & Jenrette Experience February 1994 - January 2000
Job Managing Director at JP Morgan
Industry Financial Services
Experience
JP Morgan June 2008 - Present
Bear Stearns February 2003 - June 2008
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette February 1994 - January 2000
Education
California State University-East Bay 1983 — 1986
Finance
JP Morgan June 2008 - Present
Bear Stearns February 2003 - June 2008
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette February 1994 - January 2000
Education
California State University-East Bay 1983 — 1986
Finance
Susan Simon's Donaldson, Lufkin & Jenrette Experience 1987 - 1993
Job Financial Analyst at U.S. Securities and Exchange Commission
Industry Financial Services
Experience
U.S. Securities and Exchange Commission September 2012 - Present
Self-employed 2009 - Present
State Street Bank 2010 - 2011
Beacon Capital Strategies 2009 - 2010
Cantor Fitzgerald 2002 - 2009
Instinet Corporation 1999 - 2001
Scotia Capital Markets 1995 - 1998
Kidder Peabody 1993 - 1995
Donaldson, Lufkin & Jenrette 1987 - 1993
Skills
Risk Management, Credit Risk, Financial Risk, Credit, Credit Analysis, Investment Banking, Trading, Hedge Funds, Market Risk, Operational Risk, Finance, Auditing, Fixed Income, Capital Markets, Derivatives
Education
Baruch College, City University of New York (CUNY) 1982 — 1984
MBA, Finance
U.S. Securities and Exchange Commission September 2012 - Present
Self-employed 2009 - Present
State Street Bank 2010 - 2011
Beacon Capital Strategies 2009 - 2010
Cantor Fitzgerald 2002 - 2009
Instinet Corporation 1999 - 2001
Scotia Capital Markets 1995 - 1998
Kidder Peabody 1993 - 1995
Donaldson, Lufkin & Jenrette 1987 - 1993
Skills
Risk Management, Credit Risk, Financial Risk, Credit, Credit Analysis, Investment Banking, Trading, Hedge Funds, Market Risk, Operational Risk, Finance, Auditing, Fixed Income, Capital Markets, Derivatives
Education
Baruch College, City University of New York (CUNY) 1982 — 1984
MBA, Finance
Margaret Shipman's Donaldson, Lufkin & Jenrette Experience 1997 - 2001
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse January 2008 - Present
Credit Suisse July 2003 - December 2010
Donaldson, Lufkin & Jenrette 1997 - 2001
Bankers Trust 1987 - 1995
Argus Research 1986 - 1987
Skills
Credit Risk, Fixed Income, Investment Banking, Capital Markets, Reputational Risk, Emerging Markets, Credit Derivatives, Derivatives, Equities, Corporate Finance, Structured Products, Leveraged Finance, Investments, Valuation, Financial Markets, Asset Management, Bonds, Hedging, Structured Finance, Hedge Funds, Trading, Market Risk, Private Banking, Credit, Financial Structuring, FX Options, Trading Systems, Private Equity, Alternative Investments, Financial Modeling, Risk Management, Financial Risk, Bloomberg, Loans, Swaps
Education
Boston University 1984 — 1986
MA, Development Economics and International Development
Georgetown University 1979 — 1983
BA, Economics
Credit Suisse January 2008 - Present
Credit Suisse July 2003 - December 2010
Donaldson, Lufkin & Jenrette 1997 - 2001
Bankers Trust 1987 - 1995
Argus Research 1986 - 1987
Skills
Credit Risk, Fixed Income, Investment Banking, Capital Markets, Reputational Risk, Emerging Markets, Credit Derivatives, Derivatives, Equities, Corporate Finance, Structured Products, Leveraged Finance, Investments, Valuation, Financial Markets, Asset Management, Bonds, Hedging, Structured Finance, Hedge Funds, Trading, Market Risk, Private Banking, Credit, Financial Structuring, FX Options, Trading Systems, Private Equity, Alternative Investments, Financial Modeling, Risk Management, Financial Risk, Bloomberg, Loans, Swaps
Education
Boston University 1984 — 1986
MA, Development Economics and International Development
Georgetown University 1979 — 1983
BA, Economics
Matthew Cody's Donaldson, Lufkin & Jenrette Experience 1995 - 2000
Job Institutional Sales at Auriga USA
Industry Capital Markets
Experience
Auriga USA December 2008 - Present
The Winter Group January 2008 - September 2008
Credit Suisse September 2000 - October 2007
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Securitization, Residential Mortgages, ABS, Fixed Income, MBS, Asset Management, Funding, Loan Origination, Loans, Alternative Investments, Due Diligence, Financial Structuring, CMBS, Credit, Capital Markets, Bloomberg, Hedge Funds, Structured Finance, Hedging, Series 63, Investment Banking, Portfolio Management, Mortgage Lending, Finance, Structured Products, Securities, Bonds, Series 7, Financial Modeling, Investments, Financial Markets, Valuation, Trading, Credit Analysis, Commercial Real Estate, Derivatives, Commercial Lending, Equities, Credit Derivatives, Swaps, Emerging Markets, Credit Risk, Options, High Yield, Rates, Investment Management
Education
Bentley University 1990 — 1994
BS, Accounting
Auriga USA December 2008 - Present
The Winter Group January 2008 - September 2008
Credit Suisse September 2000 - October 2007
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Securitization, Residential Mortgages, ABS, Fixed Income, MBS, Asset Management, Funding, Loan Origination, Loans, Alternative Investments, Due Diligence, Financial Structuring, CMBS, Credit, Capital Markets, Bloomberg, Hedge Funds, Structured Finance, Hedging, Series 63, Investment Banking, Portfolio Management, Mortgage Lending, Finance, Structured Products, Securities, Bonds, Series 7, Financial Modeling, Investments, Financial Markets, Valuation, Trading, Credit Analysis, Commercial Real Estate, Derivatives, Commercial Lending, Equities, Credit Derivatives, Swaps, Emerging Markets, Credit Risk, Options, High Yield, Rates, Investment Management
Education
Bentley University 1990 — 1994
BS, Accounting
William Fish's Donaldson, Lufkin & Jenrette Experience 1976 - 1995
Job Managing Director at AIG Investments
Industry Financial Services
Experience
AIG Investments 1996 - Present
AIG Investments 2000 - 2006
ABN AMRO Securities 1995 - 1996
Donaldson, Lufkin & Jenrette 1976 - 1995
Education
Bowdoin College
B.A., Psychology, Biology
University at Albany, SUNY
M.B.A., Finance
AIG Investments 1996 - Present
AIG Investments 2000 - 2006
ABN AMRO Securities 1995 - 1996
Donaldson, Lufkin & Jenrette 1976 - 1995
Education
Bowdoin College
B.A., Psychology, Biology
University at Albany, SUNY
M.B.A., Finance
Bruce Alpern's Donaldson, Lufkin & Jenrette Experience 1993 - 1998
Job CEO at Alpern Absolute Return Fund
Industry Financial Services
Experience
Alpern Absolute Return Fund Managing DirectorZurich Scudder Investments1999 - 2002
Donaldson, Lufkin & Jenrette 1993 - 1998
Bankers Trust (now Deutsche Bank) 1986 - 1991
Bankers Trust 1986 - 1991
Mellon Bank 1976 - 1986
Education
The University of Chicago 1974 — 1976
MBA, Finance & Econometrics
Carnegie Mellon University 1971 — 1974
BS, Administration & Management Science
Alpern Absolute Return Fund Managing DirectorZurich Scudder Investments1999 - 2002
Donaldson, Lufkin & Jenrette 1993 - 1998
Bankers Trust (now Deutsche Bank) 1986 - 1991
Bankers Trust 1986 - 1991
Mellon Bank 1976 - 1986
Education
The University of Chicago 1974 — 1976
MBA, Finance & Econometrics
Carnegie Mellon University 1971 — 1974
BS, Administration & Management Science
William Fish's Donaldson, Lufkin & Jenrette Experience 1976 - 1995
Job Member of Governmental Accounting Standards Board (GASB)
Industry Financial Services
Experience
Governmental Accounting Standards Board (GASB) February 2012 - Present
General Insurance Asset Management June 2010 - January 2012
AIG Investments March 1996 - May 2010
Chartis Insurance, U.S., now AIG's domestic property & casualty insurance companies 2004 - 2010
ABN AMRO Securities 1995 - 1996
Donaldson, Lufkin & Jenrette 1976 - 1995
Skills
Fixed Income, Asset Managment, Bonds, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Investments, Capital Markets, Investment Management, Financial Analysis, Fund Of Funds, Mutual Funds, Investment Strategies, Private Equity, Risk Management, Asset Management
Education
Bowdoin College
Bachelor of Arts (B.A.)
The University at Albany
M.B.A., Finance
Governmental Accounting Standards Board (GASB) February 2012 - Present
General Insurance Asset Management June 2010 - January 2012
AIG Investments March 1996 - May 2010
Chartis Insurance, U.S., now AIG's domestic property & casualty insurance companies 2004 - 2010
ABN AMRO Securities 1995 - 1996
Donaldson, Lufkin & Jenrette 1976 - 1995
Skills
Fixed Income, Asset Managment, Bonds, Portfolio Management, Equities, Hedge Funds, Alternative Investments, Investments, Capital Markets, Investment Management, Financial Analysis, Fund Of Funds, Mutual Funds, Investment Strategies, Private Equity, Risk Management, Asset Management
Education
Bowdoin College
Bachelor of Arts (B.A.)
The University at Albany
M.B.A., Finance
Miranda Carlos's Donaldson, Lufkin & Jenrette Experience 1994 - 2001
Job VP Stride Data Sourcing Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank March 2014 - Present
Keefe, Bruyette & Woods May 2004 - May 2013
Credit Suisse First Boston January 2001 - May 2004
Donaldson, Lufkin & Jenrette 1994 - 2001
Daiwa Securities 1986 - 1994
Skills
Investment Banking, Equities, Fixed Income, Treasury, Capital Markets, Hedge Funds, Series 7, Series 63, Series 24, Bloomberg, Bonds, FINRA, Finance, Structured Products, Credit, Trading, Product Control, Financial Modeling, Securities, Corporate Finance, Settlement, Private Equity, Valuation, Asset Management, Investments, Structured Finance, Derivatives, Middle Office, Equity Research, Prime Brokerage, Options, Trading Systems, Alternative Investments, Equity Trading, MBS, Equity Derivatives, Financial Analysis, Electronic Trading, Risk Management
Education
Brown University 1978 — 1982
BA, Japanese Studies
Deutsche Bank March 2014 - Present
Keefe, Bruyette & Woods May 2004 - May 2013
Credit Suisse First Boston January 2001 - May 2004
Donaldson, Lufkin & Jenrette 1994 - 2001
Daiwa Securities 1986 - 1994
Skills
Investment Banking, Equities, Fixed Income, Treasury, Capital Markets, Hedge Funds, Series 7, Series 63, Series 24, Bloomberg, Bonds, FINRA, Finance, Structured Products, Credit, Trading, Product Control, Financial Modeling, Securities, Corporate Finance, Settlement, Private Equity, Valuation, Asset Management, Investments, Structured Finance, Derivatives, Middle Office, Equity Research, Prime Brokerage, Options, Trading Systems, Alternative Investments, Equity Trading, MBS, Equity Derivatives, Financial Analysis, Electronic Trading, Risk Management
Education
Brown University 1978 — 1982
BA, Japanese Studies
Linda Mok Smith's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan 2008 - January 2013
Bear Stearns May 2001 - June 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Salomon Brothers 1991 - 1995
AT&T 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
JPMorgan 2008 - January 2013
Bear Stearns May 2001 - June 2008
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Salomon Brothers 1991 - 1995
AT&T 1989 - 1991
Education
Baruch College, City University of New York (CUNY)
Louise Chen's Donaldson, Lufkin & Jenrette Experience 1998 - 1999
Job Managing Director at Guggenheim
Industry Pharmaceuticals
Experience
Guggenheim July 2012 - Present
Auriga Securities March 2012 - July 2012
Canaccord Genuity Inc. 2008 - March 2012
Morgan Stanley 2004 - 2008
Dr. Reddy's Laboratories 2003 - 2004
TD Capital 1999 - 2003
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Series 7, Series 63
Education
Harvard Business School 2001 — 2003
MBA, Finance, General
Brown University 1994 — 1998
Bachelor's degree, Political Science
Guggenheim July 2012 - Present
Auriga Securities March 2012 - July 2012
Canaccord Genuity Inc. 2008 - March 2012
Morgan Stanley 2004 - 2008
Dr. Reddy's Laboratories 2003 - 2004
TD Capital 1999 - 2003
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Series 7, Series 63
Education
Harvard Business School 2001 — 2003
MBA, Finance, General
Brown University 1994 — 1998
Bachelor's degree, Political Science
Debra Hemsey's Donaldson, Lufkin & Jenrette Experience 1995 - 2000
Job Managing Director at GE Capital
Industry Financial Services
Experience
GE Capital March 2004 - Present
GE Energy Financial Services 2004 - Present
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette/DLJ 1995 - 2000
Donaldson, Lufkin & Jenrette 1995 - 2000
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Energy, Power Plants, Power Generation, Power Transmission, Power Distribution, Renewable Energy, Wind, Solar Energy, Solar PV, Solar Thermal, Geothermal, Biomass, Clean Coal, Natural Gas, Private Equity, Preferred Stock, Mezzanine, Debt, Distressed Debt, M&A, Acquisitions, Strategic Partnerships, Strategic Planning, Corporate Finance, Fixed Income Analysis, Financial Advisory, Structured Finance, Negotiation, Transaction Origination, Client Relationship..., New Client Prospecting, Business Development, Cross-functional Team..., Consensus Building, Fundamental Analysis, Relative Value, Team Building, Thought Leadership, Written & Oral..., Critical Thinking, Goal Oriented, Investment Banking, Cross Selling, Infrastructure Finance, Project Finance, Tax Equity, Limited Partnerships, Mentoring, IGCC, Electric Utility
Education
Boston University 1984 — 1988
BA, Economics
GE Capital March 2004 - Present
GE Energy Financial Services 2004 - Present
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette/DLJ 1995 - 2000
Donaldson, Lufkin & Jenrette 1995 - 2000
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Energy, Power Plants, Power Generation, Power Transmission, Power Distribution, Renewable Energy, Wind, Solar Energy, Solar PV, Solar Thermal, Geothermal, Biomass, Clean Coal, Natural Gas, Private Equity, Preferred Stock, Mezzanine, Debt, Distressed Debt, M&A, Acquisitions, Strategic Partnerships, Strategic Planning, Corporate Finance, Fixed Income Analysis, Financial Advisory, Structured Finance, Negotiation, Transaction Origination, Client Relationship..., New Client Prospecting, Business Development, Cross-functional Team..., Consensus Building, Fundamental Analysis, Relative Value, Team Building, Thought Leadership, Written & Oral..., Critical Thinking, Goal Oriented, Investment Banking, Cross Selling, Infrastructure Finance, Project Finance, Tax Equity, Limited Partnerships, Mentoring, IGCC, Electric Utility
Education
Boston University 1984 — 1988
BA, Economics
Manish Vaswani's Donaldson, Lufkin & Jenrette Experience September 1999 - March 2000
Job Network Engineering Team Lead at FreshDirect
Industry Computer Networking
Experience
FreshDirect August 2013 - Present
New York University May 2013 - August 2013
JetBlue Airways January 2011 - April 2013
JetBlue Airways December 2008 - January 2011
Barnesandnoble.com February 2007 - December 2008
Cisco March 2005 - February 2007
BT Radianz February 2001 - March 2005
Fleet Boston Robertson Stephens March 2000 - November 2000
Donaldson, Lufkin & Jenrette September 1999 - March 2000
Skills
Dual CCIE #12440..., CCIE Voice (Written),..., CCDP, CCDA, MCSE, F5 BigIP, Juniper SSL VPN, ASA, PIX & FWSM..., WAN, CCDP, Juniper, Network Engineering, CCNA, Microsoft Certified..., Network Security, CCIE, Security, CCNP, Cisco IOS, Firewalls, ASA, Cisco Technologies, PIX, OSPF, Routing, Switches, QoS, Routing Protocols, Load Balancing, TCP/IP, Virtualization, IPSec, Data Center, LAN-WAN, Routers, Network Design, BGP, RIP, DNS, EIGRP, VoIP, DHCP, VLAN, Frame Relay, Cisco Nexus, IPv6, MPLS, VPN, Network Administration, Network Architecture, Cisco Security
Education
City University of New York City College 1997 — 2000
BE, Engineering
INE CCIE DC Bootcamp
FreshDirect August 2013 - Present
New York University May 2013 - August 2013
JetBlue Airways January 2011 - April 2013
JetBlue Airways December 2008 - January 2011
Barnesandnoble.com February 2007 - December 2008
Cisco March 2005 - February 2007
BT Radianz February 2001 - March 2005
Fleet Boston Robertson Stephens March 2000 - November 2000
Donaldson, Lufkin & Jenrette September 1999 - March 2000
Skills
Dual CCIE #12440..., CCIE Voice (Written),..., CCDP, CCDA, MCSE, F5 BigIP, Juniper SSL VPN, ASA, PIX & FWSM..., WAN, CCDP, Juniper, Network Engineering, CCNA, Microsoft Certified..., Network Security, CCIE, Security, CCNP, Cisco IOS, Firewalls, ASA, Cisco Technologies, PIX, OSPF, Routing, Switches, QoS, Routing Protocols, Load Balancing, TCP/IP, Virtualization, IPSec, Data Center, LAN-WAN, Routers, Network Design, BGP, RIP, DNS, EIGRP, VoIP, DHCP, VLAN, Frame Relay, Cisco Nexus, IPv6, MPLS, VPN, Network Administration, Network Architecture, Cisco Security
Education
City University of New York City College 1997 — 2000
BE, Engineering
INE CCIE DC Bootcamp
Andrea Drey Martone's Donaldson, Lufkin & Jenrette Experience June 1996 - August 1997
Job Assistant Professor of Teacher Education at The College of Saint Rose
Industry Higher Education
Experience
The College of Saint Rose June 2009 - Present
UMass Amherst June 2005 - June 2009
Public School 51 July 2000 - June 2002
The New Teacher Project June 2001 - August 2001
Deloitte Consulting June 1998 - June 1999
Resurrection School September 1997 - June 1998
Donaldson, Lufkin & Jenrette June 1996 - August 1997
Deloitte Consulting September 1994 - June 1996
Skills
Research, Higher Education, Teaching
Education
University of Massachusetts, Amherst 2002 — 2007
Ed.D., Teacher Education and School Improvement
Fordham University School of Education 1999 — 2000
MST
Amherst College 1989 — 1994
BA, Economics and Sociology
Trinity High School 1985 — 1989
The College of Saint Rose June 2009 - Present
UMass Amherst June 2005 - June 2009
Public School 51 July 2000 - June 2002
The New Teacher Project June 2001 - August 2001
Deloitte Consulting June 1998 - June 1999
Resurrection School September 1997 - June 1998
Donaldson, Lufkin & Jenrette June 1996 - August 1997
Deloitte Consulting September 1994 - June 1996
Skills
Research, Higher Education, Teaching
Education
University of Massachusetts, Amherst 2002 — 2007
Ed.D., Teacher Education and School Improvement
Fordham University School of Education 1999 — 2000
MST
Amherst College 1989 — 1994
BA, Economics and Sociology
Trinity High School 1985 — 1989
Marc Holubow's Donaldson, Lufkin & Jenrette Experience June 1989 - August 1989
Job Senior Manager, Software Development at Oracle
Industry Computer Software
Experience
Oracle January 2014 - Present
BigMachines November 2012 - December 2013
INCISENT Technologies October 2011 - September 2012
Smith Micro Software January 2009 - October 2011
SPSS June 2000 - November 2008
ABN AMRO January 1998 - June 2000
Harris Associates June 1993 - December 1998
Donaldson, Lufkin & Jenrette June 1989 - August 1989
Skills
Agile Methodologies, C++, Software Engineering, Software Development, SDLC, Java, Integration, Java Enterprise Edition, Software Project..., SaaS, Subversion, Linux, Software Quality..., XML, Scrum, Cloud Computing, SQL, JavaScript, Mobile Devices, Software Design, Testing, Enterprise Software
Education
Carnegie Mellon University 1989 — 1993
B.S. Information and Decision Systems
Oracle January 2014 - Present
BigMachines November 2012 - December 2013
INCISENT Technologies October 2011 - September 2012
Smith Micro Software January 2009 - October 2011
SPSS June 2000 - November 2008
ABN AMRO January 1998 - June 2000
Harris Associates June 1993 - December 1998
Donaldson, Lufkin & Jenrette June 1989 - August 1989
Skills
Agile Methodologies, C++, Software Engineering, Software Development, SDLC, Java, Integration, Java Enterprise Edition, Software Project..., SaaS, Subversion, Linux, Software Quality..., XML, Scrum, Cloud Computing, SQL, JavaScript, Mobile Devices, Software Design, Testing, Enterprise Software
Education
Carnegie Mellon University 1989 — 1993
B.S. Information and Decision Systems
Eric Percher's Donaldson, Lufkin & Jenrette Experience July 1999 - March 2001
Job Director, Equity Research at Barclays Capital
Industry Financial Services
Experience
Barclays September 2013 - Present
McKesson January 2009 - August 2013
Eric Percher Photography LLC December 2006 - December 2008
Thomas Weisel Partners September 2002 - October 2006
Thomas Weisel Partners April 2001 - September 2002
Donaldson, Lufkin & Jenrette July 1999 - March 2001
Skills
Healthcare, Hospitals, Healthcare Information..., Competitive Analysis, Pharmaceutical Industry, Data Analysis, Financial Modeling, Mergers & Acquisitions, Strategy, Strategic Planning, Corporate Development, Financial Analysis, Management Consulting, Business Strategy, Business Analysis, Contract Negotiation, Strategic Financial...
Education
Brandeis University 1995 — 1999
BA, Economics
Barclays September 2013 - Present
McKesson January 2009 - August 2013
Eric Percher Photography LLC December 2006 - December 2008
Thomas Weisel Partners September 2002 - October 2006
Thomas Weisel Partners April 2001 - September 2002
Donaldson, Lufkin & Jenrette July 1999 - March 2001
Skills
Healthcare, Hospitals, Healthcare Information..., Competitive Analysis, Pharmaceutical Industry, Data Analysis, Financial Modeling, Mergers & Acquisitions, Strategy, Strategic Planning, Corporate Development, Financial Analysis, Management Consulting, Business Strategy, Business Analysis, Contract Negotiation, Strategic Financial...
Education
Brandeis University 1995 — 1999
BA, Economics
Brian Durkin's Donaldson, Lufkin & Jenrette Experience September 1999 - November 2001
Job Financial Advisor at Merrill Lynch
Industry Investment Management
Experience
Merrill Lynch Global wealth Management/ BofA October 2006 - Present
Merrill Lynch/Bank of America 2005 - Present
Morgan Stanley November 2001 - October 2006
Donaldson, Lufkin & Jenrette September 1999 - November 2001
Smith Barney March 1992 - September 1999
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Mutual Funds, Equities, Investment Advisory, Asset Allocation, Fixed Income, Series 63, Portfolio Management, Alternative Investments, Investment Strategies, Asset Managment, Financial Modeling, Securities, Financial Advisory, Retirement, Strategic Financial..., Investment Banking
Education
Bryant University
Bachelor of Science (BS), Business Administration and Management, General
Villanova University
Merrill Lynch Global wealth Management/ BofA October 2006 - Present
Merrill Lynch/Bank of America 2005 - Present
Morgan Stanley November 2001 - October 2006
Donaldson, Lufkin & Jenrette September 1999 - November 2001
Smith Barney March 1992 - September 1999
Skills
Series 7, Wealth Management, Investments, Retirement Planning, Mutual Funds, Equities, Investment Advisory, Asset Allocation, Fixed Income, Series 63, Portfolio Management, Alternative Investments, Investment Strategies, Asset Managment, Financial Modeling, Securities, Financial Advisory, Retirement, Strategic Financial..., Investment Banking
Education
Bryant University
Bachelor of Science (BS), Business Administration and Management, General
Villanova University
Paul Darian's Donaldson, Lufkin & Jenrette Experience 1996 - 1998
Job President at Darian Solutions
Industry Information Technology and Services
Experience
Darian Solutions November 1998 - Present
NYC Department of Information Technology & Telecommunications 2007 - September 2015
NYC Department of Education March 2007 - September 2007
Goldman Sachs July 2005 - March 2007
Bowne October 2002 - March 2005
Credit Suisse February 2001 - September 2002
Bowne November 1998 - January 2001
Donaldson, Lufkin & Jenrette 1996 - 1998
Barclays August 1993 - September 1996
Skills
Disaster Recovery, Data Center, Network Design, Optical Engineering, Infrastructure Planning, Project Management, Telecommunications, Integration, Vendor Management, Market Data, IT Strategy, Capacity Planning
Education
City University of New York City College 1992 — 1994
Master’s Degree, Computer Systems Networking and Telecommunications
Darian Solutions November 1998 - Present
NYC Department of Information Technology & Telecommunications 2007 - September 2015
NYC Department of Education March 2007 - September 2007
Goldman Sachs July 2005 - March 2007
Bowne October 2002 - March 2005
Credit Suisse February 2001 - September 2002
Bowne November 1998 - January 2001
Donaldson, Lufkin & Jenrette 1996 - 1998
Barclays August 1993 - September 1996
Skills
Disaster Recovery, Data Center, Network Design, Optical Engineering, Infrastructure Planning, Project Management, Telecommunications, Integration, Vendor Management, Market Data, IT Strategy, Capacity Planning
Education
City University of New York City College 1992 — 1994
Master’s Degree, Computer Systems Networking and Telecommunications
Steven Hilfer's Donaldson, Lufkin & Jenrette Experience 1988 - 2000
Job Director and Principal at Navigant
Industry Investment Banking
Experience
Navigant May 2011 - Present
Auriga USA, LLC February 2010 - June 2011
Experian February 2009 - February 2010
Credit Suisse 1988 - December 2008
Donaldson, Lufkin & Jenrette 1988 - 2000
Dean Witter August 1987 - August 1988
Moody's July 1983 - August 1987
Skills
Capital Markets, Hedge Funds, MBS, Structured Finance, Securities, Valuation, ABS, Structured Products, Securitization, Fixed Income, Financial Structuring, Trading, Financial Risk, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Binghamton University 1979 — 1983
BS, Mathematics and Computer Science
Navigant May 2011 - Present
Auriga USA, LLC February 2010 - June 2011
Experian February 2009 - February 2010
Credit Suisse 1988 - December 2008
Donaldson, Lufkin & Jenrette 1988 - 2000
Dean Witter August 1987 - August 1988
Moody's July 1983 - August 1987
Skills
Capital Markets, Hedge Funds, MBS, Structured Finance, Securities, Valuation, ABS, Structured Products, Securitization, Fixed Income, Financial Structuring, Trading, Financial Risk, Leveraged Finance
Education
New York University - Leonard N. Stern School of Business 1984 — 1988
MBA, Finance
Binghamton University 1979 — 1983
BS, Mathematics and Computer Science
Peter Montgomery's Donaldson, Lufkin & Jenrette Experience 2000 - 2002
Job Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse - Alternative Investments 2009 - Present
Credit Suisse 2008 - 2009
Credit Suisse 2006 - 2008
Sunstreet Corporation 2002 - 2004
Donaldson, Lufkin & Jenrette 2000 - 2002
Skills
Alternative Investments, Private Banking, Family Office, Equities, Fixed Income, Hedge Funds, Derivatives, Private Equity, Asset Management, Portfolio Management, Valuation, Structured Products, Investments, Financial Modeling, Bloomberg, Emerging Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
Master of Business Administration (MBA)
Hamilton College 1995 — 1999
Bachelor of Arts, Philosophy
Credit Suisse - Alternative Investments 2009 - Present
Credit Suisse 2008 - 2009
Credit Suisse 2006 - 2008
Sunstreet Corporation 2002 - 2004
Donaldson, Lufkin & Jenrette 2000 - 2002
Skills
Alternative Investments, Private Banking, Family Office, Equities, Fixed Income, Hedge Funds, Derivatives, Private Equity, Asset Management, Portfolio Management, Valuation, Structured Products, Investments, Financial Modeling, Bloomberg, Emerging Markets
Education
Babson College - Franklin W. Olin Graduate School of Business 2004 — 2006
Master of Business Administration (MBA)
Hamilton College 1995 — 1999
Bachelor of Arts, Philosophy
Pete Wilityer's Donaldson, Lufkin & Jenrette Experience 1981 - 1985
Job Sr Mgr Logistics Accounting at C&D
Industry Consumer Goods
Experience
Church & Dwight October 1996 - Present
Imo Industries, Inc. 1987 - 1996
MacAndrews & Forbes 1985 - 1987
Donaldson, Lufkin & Jenrette 1981 - 1985
Miller, Ellin & Co. LLP 1979 - 1981
Education
Baruch College, City University of New York (CUNY) 1976 — 1981
BBA
Mater Christi High School 1969 — 1973
Church & Dwight October 1996 - Present
Imo Industries, Inc. 1987 - 1996
MacAndrews & Forbes 1985 - 1987
Donaldson, Lufkin & Jenrette 1981 - 1985
Miller, Ellin & Co. LLP 1979 - 1981
Education
Baruch College, City University of New York (CUNY) 1976 — 1981
BBA
Mater Christi High School 1969 — 1973
Dominic Capolongo's Donaldson, Lufkin & Jenrette Experience August 1997 - December 1999
Job Managing Director Head Financial Institutions Group at MLV & CO
Industry Financial Services
Experience
MLV & Co January 2015 - Present
RBC Capital Markets August 2011 - January 2015
Cantor Fitzgerald August 2010 - August 2011
Jefferies & Company September 2009 - August 2010
Credit Suisse March 2003 - January 2009
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette August 1997 - December 1999
Kaye Scholer LLP October 1992 - August 1997
Dechert LLP January 1988 - October 1992
Skills
Investment Banking, Structured Finance, Asset Management, Structured Products, Banking, Finance, Management, ABS, Financial Institutions, Capital Markets, Fixed Income, Hedge Funds, Equities, Private Equity, Valuation, Financial Structuring, Derivatives, Securitization, Alternative Investments, Financial Modeling, Securities, Asset Managment, Bonds, Private Placements, Investments, Mergers & Acquisitions, Leveraged Finance, Emerging Markets
Education
Fordham University School of Law 1982 — 1985
JD, Law
Binghamton University 1978 — 1982
BA, Political Science
MLV & Co January 2015 - Present
RBC Capital Markets August 2011 - January 2015
Cantor Fitzgerald August 2010 - August 2011
Jefferies & Company September 2009 - August 2010
Credit Suisse March 2003 - January 2009
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette August 1997 - December 1999
Kaye Scholer LLP October 1992 - August 1997
Dechert LLP January 1988 - October 1992
Skills
Investment Banking, Structured Finance, Asset Management, Structured Products, Banking, Finance, Management, ABS, Financial Institutions, Capital Markets, Fixed Income, Hedge Funds, Equities, Private Equity, Valuation, Financial Structuring, Derivatives, Securitization, Alternative Investments, Financial Modeling, Securities, Asset Managment, Bonds, Private Placements, Investments, Mergers & Acquisitions, Leveraged Finance, Emerging Markets
Education
Fordham University School of Law 1982 — 1985
JD, Law
Binghamton University 1978 — 1982
BA, Political Science
RoseMary Green's Donaldson, Lufkin & Jenrette Experience 1989 - 1996
Job Sales Associate at ERA Welcome Realty
Industry Real Estate
Experience
ERA Welcome Realty April 2009 - Present
UBS Financial Services Inc May 1996 - December 2008
Donaldson, Lufkin & Jenrette 1989 - 1996
Skills
Management, Series 7, Project Management, Real Estate, Wealth Management, Technical Writing, Compliance, Financial Services, Series 24, Customer Service, Negotiation, Market Knowledge, Marketing, First Time Home Buyers, Sellers, Condos, Residential Homes
Education
Saint John's University 1980 — 1982
Business
City University of New York-College of Staten Island
Associate of Arts (A.A.), Liberal Arts
ERA Welcome Realty April 2009 - Present
UBS Financial Services Inc May 1996 - December 2008
Donaldson, Lufkin & Jenrette 1989 - 1996
Skills
Management, Series 7, Project Management, Real Estate, Wealth Management, Technical Writing, Compliance, Financial Services, Series 24, Customer Service, Negotiation, Market Knowledge, Marketing, First Time Home Buyers, Sellers, Condos, Residential Homes
Education
Saint John's University 1980 — 1982
Business
City University of New York-College of Staten Island
Associate of Arts (A.A.), Liberal Arts
David Filippone's Donaldson, Lufkin & Jenrette Experience July 1996 - July 1998
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
Denny (Wen) Chen's Donaldson, Lufkin & Jenrette Experience 1991 - 1993
Job AVP, Capital Group
Industry Financial Services
Experience
Capital Group Companies 2001 - Present
Merrill Lynch 1996 - 2001
Societe Generale 1995 - 1996
Lehman Brothers 1995 - 1995
Paine Webber 1993 - 1995
Donaldson, Lufkin & Jenrette 1991 - 1993
Skills
Agile Methodologies, Unix, SDLC, Operational Analysis, Databases, Java, Enterprise Architecture, Performance Tuning, VMware, Security, Solaris, Unix Shell Scripting, Data Warehousing, Testing, Perl, Sybase, Oracle, Microsoft SQL Server, Apache, Tomcat, Linux, SOA, SQL Tuning, SQL, Shell Scripting
Education
City University of New York City College
BE, Computer Science
Queens College
graduate school, Computer Science
Capital Group Companies 2001 - Present
Merrill Lynch 1996 - 2001
Societe Generale 1995 - 1996
Lehman Brothers 1995 - 1995
Paine Webber 1993 - 1995
Donaldson, Lufkin & Jenrette 1991 - 1993
Skills
Agile Methodologies, Unix, SDLC, Operational Analysis, Databases, Java, Enterprise Architecture, Performance Tuning, VMware, Security, Solaris, Unix Shell Scripting, Data Warehousing, Testing, Perl, Sybase, Oracle, Microsoft SQL Server, Apache, Tomcat, Linux, SOA, SQL Tuning, SQL, Shell Scripting
Education
City University of New York City College
BE, Computer Science
Queens College
graduate school, Computer Science
Sonia Sabharwal's Donaldson, Lufkin & Jenrette Experience May 1998 - October 2000
Job Logistics and Compliance Specialist at RCS
Industry Consumer Goods
Experience
Book- Alone - The Spiritual Awakening Within August 2015 - Present
RCS October 2014 - Present
KESHAV MARBLE ARTEFACTS August 2007 - August 2010
Morgan Stanley October 2006 - July 2007
Davis Funds, New York October 2000 - December 2005
Donaldson, Lufkin & Jenrette May 1998 - October 2000
Skills
Series 7, IT Strategy, Strategy, Business Strategy, Corporate Finance, Portfolio Management, Equities, Strategic Planning, Business Development, Marketing Strategy, Financial Analysis
Education
City University of New York-Baruch College 2001 — 2013
BBA, Economics
NASD CERTIFICATION 2001 — 2005
Series 65, 7, 63, Investment Adviser and Registered Representative
Saint John's University 1994 — 1996
Certificate, Business Administration
Delhi University 1986 — 1989
BA, History Honors
Book- Alone - The Spiritual Awakening Within August 2015 - Present
RCS October 2014 - Present
KESHAV MARBLE ARTEFACTS August 2007 - August 2010
Morgan Stanley October 2006 - July 2007
Davis Funds, New York October 2000 - December 2005
Donaldson, Lufkin & Jenrette May 1998 - October 2000
Skills
Series 7, IT Strategy, Strategy, Business Strategy, Corporate Finance, Portfolio Management, Equities, Strategic Planning, Business Development, Marketing Strategy, Financial Analysis
Education
City University of New York-Baruch College 2001 — 2013
BBA, Economics
NASD CERTIFICATION 2001 — 2005
Series 65, 7, 63, Investment Adviser and Registered Representative
Saint John's University 1994 — 1996
Certificate, Business Administration
Delhi University 1986 — 1989
BA, History Honors
Nancy Traub's Donaldson, Lufkin & Jenrette Experience February 1990 - October 2000
Job Independent Investment Management Professional
Industry Investment Management
Experience
Credit Suisse 2000 - 2006
Credit Suisse First Boston 2000 - 2006
Donaldson, Lufkin & Jenrette February 1990 - October 2000
Skills
Equity Research, Hedge Funds, Capital Markets, Fixed Income, Corporate Finance, Equities, Valuation, Risk Management, Investment Banking
Education
Baruch College, City University of New York (CUNY)
MS, Computer Methodology
Wagner College
BS, Mathematics
Credit Suisse 2000 - 2006
Credit Suisse First Boston 2000 - 2006
Donaldson, Lufkin & Jenrette February 1990 - October 2000
Skills
Equity Research, Hedge Funds, Capital Markets, Fixed Income, Corporate Finance, Equities, Valuation, Risk Management, Investment Banking
Education
Baruch College, City University of New York (CUNY)
MS, Computer Methodology
Wagner College
BS, Mathematics
Anthony Baglio's Donaldson, Lufkin & Jenrette Experience March 1997 - May 1999
Job Relationship Manager at DTCC
Industry Financial Services
Experience
Depository Trust & Clearing Corp. (DTCC) June 1999 - Present
Donaldson, Lufkin & Jenrette March 1997 - May 1999
Skills
Securities, Fixed Income, Capital Markets, Equities, Middle Office
Education
City University of New York-Brooklyn College 1994 — 1996
B.S., Finance
Saint John's University
Finance
Depository Trust & Clearing Corp. (DTCC) June 1999 - Present
Donaldson, Lufkin & Jenrette March 1997 - May 1999
Skills
Securities, Fixed Income, Capital Markets, Equities, Middle Office
Education
City University of New York-Brooklyn College 1994 — 1996
B.S., Finance
Saint John's University
Finance
Julius Dizon's Donaldson, Lufkin & Jenrette Experience 1995 - 2000
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Company September 2009 - Present
RBS 2002 - September 2009
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Education
City University of New York-Hunter College
Bachelors, Economics
Jefferies & Company September 2009 - Present
RBS 2002 - September 2009
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Education
City University of New York-Hunter College
Bachelors, Economics
Sharon McCulloch's Donaldson, Lufkin & Jenrette Experience February 1989 - August 1999
Job Financial Services Administrative Professional
Industry Financial Services
Experience
Bear Stearns June 2002 - September 2008
Warren International September 1999 - May 2002
Donaldson, Lufkin & Jenrette February 1989 - August 1999
Education
New York University 1993 — 1995
MS, Travel and Hospitality Managment
Columbia University - School of International and Public Affairs 1991 — 1993
Coursework, International Affairs
Université Paris-Sorbonne 1990 — 1991
Study Abroad, French Litterature
City University of New York-Hunter College 1985 — 1991
BA, Romance Languages
New York University
Certificate in Financial Planning
Bear Stearns June 2002 - September 2008
Warren International September 1999 - May 2002
Donaldson, Lufkin & Jenrette February 1989 - August 1999
Education
New York University 1993 — 1995
MS, Travel and Hospitality Managment
Columbia University - School of International and Public Affairs 1991 — 1993
Coursework, International Affairs
Université Paris-Sorbonne 1990 — 1991
Study Abroad, French Litterature
City University of New York-Hunter College 1985 — 1991
BA, Romance Languages
New York University
Certificate in Financial Planning
Neil Ferranti's Donaldson, Lufkin & Jenrette Experience 1995 - 2000
Job Managing Director at JPMorgan
Industry Financial Services
Experience
JPMorgan Managing DirectorBear Stearns2004 - 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2000
Education
Whittier Law School 1981 — 1984
JD
Boston University 1974 — 1978
BA
JPMorgan Managing DirectorBear Stearns2004 - 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2000
Education
Whittier Law School 1981 — 1984
JD
Boston University 1974 — 1978
BA
Lee Ann Gliha's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Managing Director at Houlihan Lokey
Industry Investment Banking
Experience
Houlihan Lokey October 2008 - Present
Live Nation 2006 - 2008
Bank of America 2003 - 2006
UBS Investment Bank 2001 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Claremont McKenna College 1992 — 1996
BA, Economics
Houlihan Lokey October 2008 - Present
Live Nation 2006 - 2008
Bank of America 2003 - 2006
UBS Investment Bank 2001 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Claremont McKenna College 1992 — 1996
BA, Economics
Nancy Higgins's Donaldson, Lufkin & Jenrette Experience May 1994 - April 2000
Job Vice President at Silvercrest Asset Management
Industry Investment Management
Experience
Silvercrest Asset Management Director of Portfolio ManagementMarathon Capital Group LLCApril 2000 - October 2008
Donaldson, Lufkin & Jenrette May 1994 - April 2000
Education
Bates College 1977 — 1981
BA, English, French & Secondary Education
Silvercrest Asset Management Director of Portfolio ManagementMarathon Capital Group LLCApril 2000 - October 2008
Donaldson, Lufkin & Jenrette May 1994 - April 2000
Education
Bates College 1977 — 1981
BA, English, French & Secondary Education
Joel J. Cohen's Donaldson, Lufkin & Jenrette Experience November 1989 - November 2000
Job Trustee of Baruch College Fund
Industry Fund-Raising
Experience
Baruch College Fund July 2011 - Present
The Chubb Corporation April 1984 - April 2010
Sagent Advisors, Inc/ September 2003 - March 2010
Donaldson, Lufkin & Jenrette November 1989 - November 2000
Presidential Task Force on Market Mechanisms November 1987 - February 1988
Davis Polk & Wardwell LLP January 1963 - September 1987
Education
Harvard Law School 1959 — 1962
Doctor of Law (J.D.), Law
City University of New York-Baruch College 1955 — 1959
Bachelor of Business Administration (BBA), Accounting and Finance
Baruch College Fund July 2011 - Present
The Chubb Corporation April 1984 - April 2010
Sagent Advisors, Inc/ September 2003 - March 2010
Donaldson, Lufkin & Jenrette November 1989 - November 2000
Presidential Task Force on Market Mechanisms November 1987 - February 1988
Davis Polk & Wardwell LLP January 1963 - September 1987
Education
Harvard Law School 1959 — 1962
Doctor of Law (J.D.), Law
City University of New York-Baruch College 1955 — 1959
Bachelor of Business Administration (BBA), Accounting and Finance
Theresa DiMella-Curra's Donaldson, Lufkin & Jenrette Experience 1993 - 1995
Job Executive Assistant at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley January 2015 - Present
Citi August 2013 - December 2014
Morgan Stanley August 2009 - August 2013
McKinsey & Company May 2009 - August 2009
GoldenTree Asset Management April 2008 - May 2009
Ernst & Young August 2002 - April 2008
BMG Columbia House September 1998 - July 2002
Donaldson, Lufkin & Jenrette 1993 - 1995
Skills
Executive..., Typing, Microsoft Applications, PeopleSoft, Outlook, Lotus Notes, Quicken, Dictaphone, Blackberry applications, Blackberry Enterprise..., PDA, Credit, Credit Analysis, Equities, Finance, Management, Risk Management
Education
Cornell University NYSSILR 1998 — 1998
Human Resource Certification, Human Resources Management/Personnel Administration, General
Bergen Community College
Accounting and Business/Management
Westchester Community College
Business Management
Morgan Stanley January 2015 - Present
Citi August 2013 - December 2014
Morgan Stanley August 2009 - August 2013
McKinsey & Company May 2009 - August 2009
GoldenTree Asset Management April 2008 - May 2009
Ernst & Young August 2002 - April 2008
BMG Columbia House September 1998 - July 2002
Donaldson, Lufkin & Jenrette 1993 - 1995
Skills
Executive..., Typing, Microsoft Applications, PeopleSoft, Outlook, Lotus Notes, Quicken, Dictaphone, Blackberry applications, Blackberry Enterprise..., PDA, Credit, Credit Analysis, Equities, Finance, Management, Risk Management
Education
Cornell University NYSSILR 1998 — 1998
Human Resource Certification, Human Resources Management/Personnel Administration, General
Bergen Community College
Accounting and Business/Management
Westchester Community College
Business Management
Rolaine Bancroft's Donaldson, Lufkin & Jenrette Experience 1998 - 1999
Job Senior Special Counsel at US Securities and Exchange Commission
Industry Law Enforcement
Experience
US Securities and Exchange Commission September 2004 - Present
Federal Reserve Board January 2015 - June 2015
Deutsche Bank 1999 - 2001
Donaldson, Lufkin & Jenrette 1998 - 1999
Arthur Andersen & Co. 1996 - 1998
Education
American University, Washington College of Law 2001 — 2004
Juris Doctor (J.D.)
University of Scranton 1992 — 1996
BS, Accounting
US Securities and Exchange Commission September 2004 - Present
Federal Reserve Board January 2015 - June 2015
Deutsche Bank 1999 - 2001
Donaldson, Lufkin & Jenrette 1998 - 1999
Arthur Andersen & Co. 1996 - 1998
Education
American University, Washington College of Law 2001 — 2004
Juris Doctor (J.D.)
University of Scranton 1992 — 1996
BS, Accounting
Linda Fang's Donaldson, Lufkin & Jenrette Experience July 2000 - November 2000
Job Assistant Attorney General at Office of the Attorney General of the State of New York
Industry Law Practice
Experience
Office of the Attorney General of the State of New York October 2012 - Present
Morvillo Abramowitz Grand Iason Anello & Bohrer November 2008 - August 2012
United States Court of Appeals for the Third Circuit September 2007 - August 2008
United States District Court for the Eastern District of Pennsylvania September 2006 - August 2007
The Princeton Review July 2002 - July 2003
Lehman Brothers November 2000 - April 2002
Donaldson, Lufkin & Jenrette July 2000 - November 2000
Skills
Litigation, Trials
Education
University of Virginia School of Law 2003 — 2006
J.D.
Amherst College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Los Altos High School 1992 — 1996
Office of the Attorney General of the State of New York October 2012 - Present
Morvillo Abramowitz Grand Iason Anello & Bohrer November 2008 - August 2012
United States Court of Appeals for the Third Circuit September 2007 - August 2008
United States District Court for the Eastern District of Pennsylvania September 2006 - August 2007
The Princeton Review July 2002 - July 2003
Lehman Brothers November 2000 - April 2002
Donaldson, Lufkin & Jenrette July 2000 - November 2000
Skills
Litigation, Trials
Education
University of Virginia School of Law 2003 — 2006
J.D.
Amherst College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Los Altos High School 1992 — 1996
Richard Dart's Donaldson, Lufkin & Jenrette Experience 1983 - September 2000
Job Equity Sales Trading
Industry Banking
Experience
Credit Suisse 1983 - Present
Donaldson, Lufkin & Jenrette 1983 - September 2000
Education
Boston College
MBA, business
College of the Holy Cross 1969 — 1973
BA, Psychology
Credit Suisse 1983 - Present
Donaldson, Lufkin & Jenrette 1983 - September 2000
Education
Boston College
MBA, business
College of the Holy Cross 1969 — 1973
BA, Psychology
Alan Novack, PMP's Donaldson, Lufkin & Jenrette Experience 1989 - 1996
Job Project ManagerADP Benefits
Industry Outsourcing/Offshoring
Experience
Automatic Data Processing November 2009 - November 2012
Donaldson, Lufkin & Jenrette 1989 - 1996
Drexel Burnham Lambert 1986 - 1989
Skills
Outsourcing, Process Improvement, HRIS, Business Analysis, Project Management, Business Process..., Performance Management, Vendor Management, Change Management, Requirements Analysis, Risk Management, Business Intelligence, SDLC
Education
Brandeis University 1979 — 1983
BS, Computer Science
Automatic Data Processing November 2009 - November 2012
Donaldson, Lufkin & Jenrette 1989 - 1996
Drexel Burnham Lambert 1986 - 1989
Skills
Outsourcing, Process Improvement, HRIS, Business Analysis, Project Management, Business Process..., Performance Management, Vendor Management, Change Management, Requirements Analysis, Risk Management, Business Intelligence, SDLC
Education
Brandeis University 1979 — 1983
BS, Computer Science
Eileen Ryan's Donaldson, Lufkin & Jenrette Experience 1989 - 2001
Job Managing Director Wholesale Operational Risk and Compliance at Wells Fargo & Co
Industry Banking
Experience
Wells Fargo & Co January 2015 - Present
JPMorgan Chase August 2006 - January 2015
Securities Industry Association 2005 - 2006
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette 1989 - 2001
Education
Brooklyn Law School 1986 — 1989
JD
Boston College
Bachelor of Arts (B.A.), French Language and Literature
Wells Fargo & Co January 2015 - Present
JPMorgan Chase August 2006 - January 2015
Securities Industry Association 2005 - 2006
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette 1989 - 2001
Education
Brooklyn Law School 1986 — 1989
JD
Boston College
Bachelor of Arts (B.A.), French Language and Literature
Andy Lester's Donaldson, Lufkin & Jenrette Experience 1985 - 2000
Job Chief Operating Officer at Convector Capital Management
Industry Investment Management
Experience
Convector Capital Management February 2014 - Present
Sigma Capital December 2006 - December 2013
Donaldson, Lufkin & Jenrette 1985 - 2000
Skills
Hedge Funds, Equities, Equity Research, Equity Valuation, Portfolio Management, Alternative Investments, Equity Trading, Investments, Asset Management, Series 7, Private Equity, Investment Banking, Securities, Investment Management, Trading, Bloomberg, Valuation, Capital Markets, Financial Modeling, Fixed Income
Education
SUNY Albany 1977 — 1979
MBA, MARKETING & FINANCE
Brooklyn College 1972 — 1977
Bachelor of Science (BS), Accounting
Convector Capital Management February 2014 - Present
Sigma Capital December 2006 - December 2013
Donaldson, Lufkin & Jenrette 1985 - 2000
Skills
Hedge Funds, Equities, Equity Research, Equity Valuation, Portfolio Management, Alternative Investments, Equity Trading, Investments, Asset Management, Series 7, Private Equity, Investment Banking, Securities, Investment Management, Trading, Bloomberg, Valuation, Capital Markets, Financial Modeling, Fixed Income
Education
SUNY Albany 1977 — 1979
MBA, MARKETING & FINANCE
Brooklyn College 1972 — 1977
Bachelor of Science (BS), Accounting
Carrie (Cairns) Jachimczyk's Donaldson, Lufkin & Jenrette Experience 1987 - 1991
Job Equity Trader | NonProfit Administrator | Fundraiser
Industry Investment Banking
Experience
Knight Capital Group 1995 - 2002
TriMark Securities 1993 - 1995
TriMark Securities 1991 - 1993
Donaldson, Lufkin & Jenrette 1987 - 1991
I.F.B. Managing Partnership 1985 - 1986
Skills
Equities, Trading, Hedge Funds, Investment Banking, Wealth Management, Non-profit..., Non-profit Leadership, Fundraising, Capital Markets, Investments, Corporate Finance, Equity Research, Asset Management, Account Management, Financial Markets, Securities, Management, Leadership, Budgets, Analysis, Series 7, Series 63, Musical Theatre, Private Piloting, Customer Service, Travel Planning, Event Photography, Digital Photography
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Finance, General
Embry-Riddle Aeronautical University
Knight Capital Group 1995 - 2002
TriMark Securities 1993 - 1995
TriMark Securities 1991 - 1993
Donaldson, Lufkin & Jenrette 1987 - 1991
I.F.B. Managing Partnership 1985 - 1986
Skills
Equities, Trading, Hedge Funds, Investment Banking, Wealth Management, Non-profit..., Non-profit Leadership, Fundraising, Capital Markets, Investments, Corporate Finance, Equity Research, Asset Management, Account Management, Financial Markets, Securities, Management, Leadership, Budgets, Analysis, Series 7, Series 63, Musical Theatre, Private Piloting, Customer Service, Travel Planning, Event Photography, Digital Photography
Education
Baruch College, City University of New York (CUNY)
Bachelor of Business Administration (BBA), Finance, General
Embry-Riddle Aeronautical University
Colleen Tobin's Donaldson, Lufkin & Jenrette Experience May 1988 - 1990
Job Department Manager Administrator at Lowe's Companies, Inc.
Industry Retail
Experience
Lowe's Companies, Inc. September 2013 - Present
Lowe's Companies, Inc. February 2013 - September 2013
Lowe's Companies, Inc. September 2001 - February 2013
Donaldson, Lufkin & Jenrette May 1988 - 1990
LF ROTHSCHILD 1983 - 1988
Skills
Loss Prevention, Customer Service, Credit, Inventory Control, Data Entry, Payroll, Customer Satisfaction, Retail, Accounts Receivable, Merchandising, Profit, 10 Key, PeopleSoft, Microsoft Excel, Outlook, Accounts Payable, Cashiering, Sales, Leadership, Kronos Timekeeping
Education
Brookdale Community College 2009 — 2010
business
College of Staten Island 1982 — 1984
Business Administration, Management and Operations
Lowe's Companies, Inc. September 2013 - Present
Lowe's Companies, Inc. February 2013 - September 2013
Lowe's Companies, Inc. September 2001 - February 2013
Donaldson, Lufkin & Jenrette May 1988 - 1990
LF ROTHSCHILD 1983 - 1988
Skills
Loss Prevention, Customer Service, Credit, Inventory Control, Data Entry, Payroll, Customer Satisfaction, Retail, Accounts Receivable, Merchandising, Profit, 10 Key, PeopleSoft, Microsoft Excel, Outlook, Accounts Payable, Cashiering, Sales, Leadership, Kronos Timekeeping
Education
Brookdale Community College 2009 — 2010
business
College of Staten Island 1982 — 1984
Business Administration, Management and Operations
John Eric Knutsen's Donaldson, Lufkin & Jenrette Experience August 1997 - August 1998
Job Managing Director at Madison Dearborn Partners
Industry Venture Capital & Private Equity
Experience
Madison Dearborn Partners November 2008 - Present
Credit Suisse Private Fund Group 1998 - 2008
Donaldson, Lufkin & Jenrette August 1997 - August 1998
Goldman Sachs August 1994 - August 1997
Skills
Private Equity, Strategy, Due Diligence, Portfolio Management, Entrepreneurship, Valuation, Venture Capital, Alternative Investments, Corporate Finance, Investment Banking, LBO, Investments, Corporate Development, Financial Modeling, Mergers & Acquisitions, M&A experience, Emerging Markets, Hedge Funds
Education
Boston University
Bachelor of Science (B.S.), Business Administration and Management, General, Summa Cum Laude
Madison Dearborn Partners November 2008 - Present
Credit Suisse Private Fund Group 1998 - 2008
Donaldson, Lufkin & Jenrette August 1997 - August 1998
Goldman Sachs August 1994 - August 1997
Skills
Private Equity, Strategy, Due Diligence, Portfolio Management, Entrepreneurship, Valuation, Venture Capital, Alternative Investments, Corporate Finance, Investment Banking, LBO, Investments, Corporate Development, Financial Modeling, Mergers & Acquisitions, M&A experience, Emerging Markets, Hedge Funds
Education
Boston University
Bachelor of Science (B.S.), Business Administration and Management, General, Summa Cum Laude
Tina Leung's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Partner at Debtstream Corp.
Industry Financial Services
Experience
Debtstream Corp. October 2014 - Present
Pressprich January 2012 - July 2014
FBR Capital Markets & Co. September 2010 - November 2011
LaBranche & Co. November 2009 - August 2010
Deutsche Bank June 2006 - October 2009
Bear Stearns & Co. March 2000 - March 2005
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Series 7 and 63, Credit, Loans, Equities, Fixed Income, Credit Analysis
Education
Barnard College
Bachelor of Arts (B.A.)
NYU Stern School of Business
Master of Business Administration (MBA)
Debtstream Corp. October 2014 - Present
Pressprich January 2012 - July 2014
FBR Capital Markets & Co. September 2010 - November 2011
LaBranche & Co. November 2009 - August 2010
Deutsche Bank June 2006 - October 2009
Bear Stearns & Co. March 2000 - March 2005
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Series 7 and 63, Credit, Loans, Equities, Fixed Income, Credit Analysis
Education
Barnard College
Bachelor of Arts (B.A.)
NYU Stern School of Business
Master of Business Administration (MBA)
Henry Katz's Donaldson, Lufkin & Jenrette Experience March 2000 - October 2000
Job Senior Software Engineer, Collateral Technology at Bank of America
Industry Financial Services
Experience
Bank of America October 2014 - Present
Société Générale September 2012 - October 2014
Citi December 2006 - June 2012
Wachovia March 2006 - December 2006
Askari Risk Management November 2004 - March 2006
Credit Suisse November 2000 - October 2004
DONALDSON, LUFKIN & JENRETTE March 2000 - October 2000
Skills
C#, VBA, WPF, WCF, SQL, Win32 API, Unix, MFC, .NET CLR, WinForms, Microsoft Excel, C/C++ STL, Managed C++ extensions, windows, VB, Boost, Front Office Trading..., Risk Management Systems, ATL COM, Python, Distributed Systems, multi-threading
Education
Boston University 1981 — 1984
Master's degree, Computer Science
University of Connecticut 1973 — 1977
Bachelor of Arts, Mathematics
Bank of America October 2014 - Present
Société Générale September 2012 - October 2014
Citi December 2006 - June 2012
Wachovia March 2006 - December 2006
Askari Risk Management November 2004 - March 2006
Credit Suisse November 2000 - October 2004
DONALDSON, LUFKIN & JENRETTE March 2000 - October 2000
Skills
C#, VBA, WPF, WCF, SQL, Win32 API, Unix, MFC, .NET CLR, WinForms, Microsoft Excel, C/C++ STL, Managed C++ extensions, windows, VB, Boost, Front Office Trading..., Risk Management Systems, ATL COM, Python, Distributed Systems, multi-threading
Education
Boston University 1981 — 1984
Master's degree, Computer Science
University of Connecticut 1973 — 1977
Bachelor of Arts, Mathematics
Christopher J. Catania's Donaldson, Lufkin & Jenrette Experience 1989 - 1995
Job Managing Director/Global Head of Surveillance at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank January 2014 - Present
JPMorgan Chase 1995 - January 2014
Donaldson, Lufkin & Jenrette 1989 - 1995
American Stock Exchange 1987 - 1989
Skills
Global Compliance, Compliance, Broker-Dealer Compliance, Compliance Oversight, Regulatory Examinations, Compliance..., Compliance Testing, Risk Assessment, Surveillance, Registration, AML, DOI, Compliance Technology, Control Room, Regulatory Interactions, US Equities, Regulatory Requirements, Compliance Procedures, Portfolio Management, Banking, Management, Risk Management, Global Regulatory..., Asset Managment, Mortgage Lending, Investments, Financial Risk, Enterprise Risk..., Asset Management, Capital Markets, Operational Risk, KYC, Financial Regulation, Derivatives, Equities, Alternative Investments, Financial Services, Series 7
Education
New York University Stern Graduate School of Business 1989 — 1993
Master of Business Administration (MBA), Finance
State University of New York at Binghamton 1983 — 1987
Bachelor of Arts (B.A.), Political Science with focus on World Politics
Moore High School 1979 — 1983
Deutsche Bank January 2014 - Present
JPMorgan Chase 1995 - January 2014
Donaldson, Lufkin & Jenrette 1989 - 1995
American Stock Exchange 1987 - 1989
Skills
Global Compliance, Compliance, Broker-Dealer Compliance, Compliance Oversight, Regulatory Examinations, Compliance..., Compliance Testing, Risk Assessment, Surveillance, Registration, AML, DOI, Compliance Technology, Control Room, Regulatory Interactions, US Equities, Regulatory Requirements, Compliance Procedures, Portfolio Management, Banking, Management, Risk Management, Global Regulatory..., Asset Managment, Mortgage Lending, Investments, Financial Risk, Enterprise Risk..., Asset Management, Capital Markets, Operational Risk, KYC, Financial Regulation, Derivatives, Equities, Alternative Investments, Financial Services, Series 7
Education
New York University Stern Graduate School of Business 1989 — 1993
Master of Business Administration (MBA), Finance
State University of New York at Binghamton 1983 — 1987
Bachelor of Arts (B.A.), Political Science with focus on World Politics
Moore High School 1979 — 1983
Mui Chiu's Donaldson, Lufkin & Jenrette Experience May 1998 - October 2000
Job /
Industry Banking
Experience
Credit Suisse November 2000 - Present
Donaldson, Lufkin & Jenrette May 1998 - October 2000
Deutsche Bank July 1996 - April 1998
CIBC October 1990 - July 1996
Bank of Montreal January 1988 - September 1990
Skills
Derivatives, Investment Banking, Capital Markets, Equities, Fixed Income, Foreign Exchange, Swaps, Interest Rate Swaps, Money Market, Microsoft Office, Microsoft Excel, Microsoft Word, Energy, Collateral Management, Valuation, Bloomberg, Banking, FX Options, Portfolio Management, Credit Risk, Credit Derivatives, Prime Brokerage, Middle Office, Structured Products
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance
Credit Suisse November 2000 - Present
Donaldson, Lufkin & Jenrette May 1998 - October 2000
Deutsche Bank July 1996 - April 1998
CIBC October 1990 - July 1996
Bank of Montreal January 1988 - September 1990
Skills
Derivatives, Investment Banking, Capital Markets, Equities, Fixed Income, Foreign Exchange, Swaps, Interest Rate Swaps, Money Market, Microsoft Office, Microsoft Excel, Microsoft Word, Energy, Collateral Management, Valuation, Bloomberg, Banking, FX Options, Portfolio Management, Credit Risk, Credit Derivatives, Prime Brokerage, Middle Office, Structured Products
Education
Baruch College
Bachelor of Business Administration (B.B.A.), Finance
Carey Timbrell's Donaldson, Lufkin & Jenrette Experience 1997 - November 2000
Job Managing Director & Head Western Region at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC Managing Director & Head Western RegionJefferies LLCJanuary 2013 - Present
Credit Suisse 1997 - December 2012
Donaldson, Lufkin & Jenrette 1997 - November 2000
Goldman Sachs 1981 - December 1996
Skills
Management, Valuation, Investment Banking, Sales, Fixed Income, Hedge Funds, Portfolio Management, Equities, Capital Markets
Education
Stanford University Graduate School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
Brown University
AB, European History
Stanford University Graduate School of Business
Master of Business Administration (MBA), Finance, General
Jefferies LLC Managing Director & Head Western RegionJefferies LLCJanuary 2013 - Present
Credit Suisse 1997 - December 2012
Donaldson, Lufkin & Jenrette 1997 - November 2000
Goldman Sachs 1981 - December 1996
Skills
Management, Valuation, Investment Banking, Sales, Fixed Income, Hedge Funds, Portfolio Management, Equities, Capital Markets
Education
Stanford University Graduate School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
Brown University
AB, European History
Stanford University Graduate School of Business
Master of Business Administration (MBA), Finance, General
Dorothy Fox's Donaldson, Lufkin & Jenrette Experience January 1970 - January 1976
Job Financial Services Professional
Industry Financial Services
Experience
Morgan Stanley Asset Mgt 1976 - 2008
Donaldson, Lufkin & Jenrette January 1970 - January 1976
Education
City University of New York-Brooklyn College 1975 — 1985
Bachelor of Arts (B.A.), Sociology with minor in Economics
Morgan Stanley Asset Mgt 1976 - 2008
Donaldson, Lufkin & Jenrette January 1970 - January 1976
Education
City University of New York-Brooklyn College 1975 — 1985
Bachelor of Arts (B.A.), Sociology with minor in Economics
TINA ARMITAGE's Donaldson, Lufkin & Jenrette Experience 1994 - 1997
Job President at Charm Foundation
Industry Nonprofit Organization Management
Experience
CHARM FOUNDATION USA 2015 - Present
Donaldson, Lufkin & Jenrette 1994 - 1997
Education
City University of New York-College of Staten Island
Associate’s Degree, Business Administration and Management, General
Cittone Institute 1987 — 1990
I graduated as a Certified Professional Reporter and nationally as a Registered Professional Reporte, Court Reporting/Court Reporter, 225 wpm perfect
CHARM FOUNDATION USA 2015 - Present
Donaldson, Lufkin & Jenrette 1994 - 1997
Education
City University of New York-College of Staten Island
Associate’s Degree, Business Administration and Management, General
Cittone Institute 1987 — 1990
I graduated as a Certified Professional Reporter and nationally as a Registered Professional Reporte, Court Reporting/Court Reporter, 225 wpm perfect
Edward Jones
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation