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
Jeff Hunter Jeff Hunter's Donaldson, Lufkin & Jenrette Experience January 1993 - May 1998
Job Vice President N.A. Leader: Insights & Data Practice
Industry Management Consulting
Experience
Capgemini January 2015 - Present
Capgemini February 2013 - December 2014
Booz Allen Hamilton November 2009 - February 2013
VisualCv Inc. (a Heidrick & Struggles holding) August 2008 - August 2009
Heidrick & Struggles January 2007 - August 2008
Acumen Solutions February 2004 - January 2006
Perot Systems - Financial Services Group August 2001 - December 2004
OANDA.com & FXTrade.com June 1998 - August 2001
Donaldson, Lufkin & Jenrette January 1993 - May 1998
Skills
Business Analysis, Management, Strategy, IT Strategy, Cloud Computing, Financial Services, Business Strategy, Business Process, Entrepreneurship, Strategic Planning, Corporate Development, Enterprise Software, Program Management, Management Consulting, Change Management, Information Technology, Vendor Management, Business Development, Mergers & Acquisitions, SaaS, Capital Markets, Business Process..., Strategic Partnerships, Finance, Leadership, Social Media, Organizational..., Competitive Analysis, Start-ups, Consulting, Integration, Analytics, Cross-functional Team..., Business Transformation, Executive Management, Project Management, Business Intelligence
Education
ETH/Universitätsspital 1999 — 2000
Applied Mathematics
Duke University - The Fuqua School of Business 1997 — 1999
M.B.A., Finance
George Mason University 1984 — 1988
B.S., Industrial/Organizational Psychology
Capgemini January 2015 - Present
Capgemini February 2013 - December 2014
Booz Allen Hamilton November 2009 - February 2013
VisualCv Inc. (a Heidrick & Struggles holding) August 2008 - August 2009
Heidrick & Struggles January 2007 - August 2008
Acumen Solutions February 2004 - January 2006
Perot Systems - Financial Services Group August 2001 - December 2004
OANDA.com & FXTrade.com June 1998 - August 2001
Donaldson, Lufkin & Jenrette January 1993 - May 1998
Skills
Business Analysis, Management, Strategy, IT Strategy, Cloud Computing, Financial Services, Business Strategy, Business Process, Entrepreneurship, Strategic Planning, Corporate Development, Enterprise Software, Program Management, Management Consulting, Change Management, Information Technology, Vendor Management, Business Development, Mergers & Acquisitions, SaaS, Capital Markets, Business Process..., Strategic Partnerships, Finance, Leadership, Social Media, Organizational..., Competitive Analysis, Start-ups, Consulting, Integration, Analytics, Cross-functional Team..., Business Transformation, Executive Management, Project Management, Business Intelligence
Education
ETH/Universitätsspital 1999 — 2000
Applied Mathematics
Duke University - The Fuqua School of Business 1997 — 1999
M.B.A., Finance
George Mason University 1984 — 1988
B.S., Industrial/Organizational Psychology
David Bier David Bier's Donaldson, Lufkin & Jenrette Experience March 1988 - July 1994
Job Founder & CEO NiceSaveDave.com
Industry Internet
Experience
Self-employed August 2012 - Present
UBS April 1996 - March 1997
Credit Suisse March 1995 - April 1996
Kidder Peabody July 1994 - February 1995
Donaldson, Lufkin & Jenrette March 1988 - July 1994
Skills
For fun:, Wine expert, avid skier, Bareboat Sailing..., Pilot license, single..., Advanced Underwater..., Chef, Financial Markets, Real Estate Investor, Entrepreneurship, Trading, Finance
Education
Cornell University 1984 — 1987
Bachelor of Arts (BA), Economics
UC Davis 1999 — 2002
Master's degree candidate, Food Science and Technology/Enology
Drew University 1998 — 1998
prerequisite classes, Biochemistry
Seton Hall University 1997 — 1998
prerequisite classes, Chemistry
Self-employed August 2012 - Present
UBS April 1996 - March 1997
Credit Suisse March 1995 - April 1996
Kidder Peabody July 1994 - February 1995
Donaldson, Lufkin & Jenrette March 1988 - July 1994
Skills
For fun:, Wine expert, avid skier, Bareboat Sailing..., Pilot license, single..., Advanced Underwater..., Chef, Financial Markets, Real Estate Investor, Entrepreneurship, Trading, Finance
Education
Cornell University 1984 — 1987
Bachelor of Arts (BA), Economics
UC Davis 1999 — 2002
Master's degree candidate, Food Science and Technology/Enology
Drew University 1998 — 1998
prerequisite classes, Biochemistry
Seton Hall University 1997 — 1998
prerequisite classes, Chemistry
Bryan Bridges Bryan Bridges's Donaldson, Lufkin & Jenrette Experience January 1997 - January 2000
Job Digital and Social Media Strategist
Industry Public Relations and Communications
Experience
Burson-Marsteller July 2015 - Present
MerchantCantos (A Brunswick Group Company) May 2014 - June 2015
Addison April 2013 - April 2014
Kohlberg Kravis Roberts & Co. September 2010 - April 2013
Morgan Stanley November 2009 - September 2010
Independent Contractor September 2007 - November 2009
Davis Polk & Wardwell July 2005 - September 2007
Bear Stearns July 2000 - February 2002
American Express January 2000 - July 2000
Donaldson, Lufkin & Jenrette January 1997 - January 2000
Skills
Marketing Strategy, Marketing Communications, Digital Marketing, Information Architecture, User Experience, Social Media, Project Management, Product Management, Integrated Marketing, Content Strategy, Web Strategy, Web Project Management, SEO, Email Marketing, Management, Digital Strategy, Strategy, Social Media Marketing, Online Advertising, Corporate Communications, Social Networking
Education
Rutgers University-New Brunswick 2002 — 2005
MA, Comparative Literature
Columbia University in the City of New York 1993 — 1996
BA, Comparative Literature
Burson-Marsteller July 2015 - Present
MerchantCantos (A Brunswick Group Company) May 2014 - June 2015
Addison April 2013 - April 2014
Kohlberg Kravis Roberts & Co. September 2010 - April 2013
Morgan Stanley November 2009 - September 2010
Independent Contractor September 2007 - November 2009
Davis Polk & Wardwell July 2005 - September 2007
Bear Stearns July 2000 - February 2002
American Express January 2000 - July 2000
Donaldson, Lufkin & Jenrette January 1997 - January 2000
Skills
Marketing Strategy, Marketing Communications, Digital Marketing, Information Architecture, User Experience, Social Media, Project Management, Product Management, Integrated Marketing, Content Strategy, Web Strategy, Web Project Management, SEO, Email Marketing, Management, Digital Strategy, Strategy, Social Media Marketing, Online Advertising, Corporate Communications, Social Networking
Education
Rutgers University-New Brunswick 2002 — 2005
MA, Comparative Literature
Columbia University in the City of New York 1993 — 1996
BA, Comparative Literature
Jeffrey D. Wood Jeffrey D. Wood's Donaldson, Lufkin & Jenrette Experience January 1991 - December 1991
Job Chief Strategy Officer & VP Sales & Marketing
Industry Airlines/Aviation
Experience
Lockheed Martin Commercial Engine Solutions January 2015 - Present
Lockheed Martin Commercial Flight Training July 2013 - January 2015
StandardAero October 2011 - December 2012
Irving Place Capital July 2010 - October 2011
ATI Airfoil Technologies International January 1999 - October 2009
Pratt & Whitney July 1997 - February 1999
Interturbine Corporation (acquired by UTC Pratt & Whitney) June 1992 - June 1997
Donaldson, Lufkin & Jenrette January 1991 - December 1991
General Electric January 1987 - June 1990
Skills
Strategy, Business Strategy, Aerospace, Mergers, Acquisition Integration, Operations Management, Restructuring, Management, Manufacturing, Lean Manufacturing, Program Management, Six Sigma, Business Planning, Business Development, Due Diligence, Mergers & Acquisitions, Continuous Improvement, Kaizen, Start-ups, Supply Chain Management, International Business, Negotiation, Supply Chain, Engineering, Leadership, Operational Excellence, Business Analysis, Change Management, Project Management, P&L Management, Integration, Strategic Planning, Process Improvement
Education
Harvard Business School 1990 — 1992
Masters, Business Administration
GE Financial Management Program 1987 — 1988
DePauw University 1983 — 1987
Bachelor's degree, Economics and Spanish Minors in International Business and Political Science
Universitat de Barcelona 1986 — 1986
Lockheed Martin Commercial Engine Solutions January 2015 - Present
Lockheed Martin Commercial Flight Training July 2013 - January 2015
StandardAero October 2011 - December 2012
Irving Place Capital July 2010 - October 2011
ATI Airfoil Technologies International January 1999 - October 2009
Pratt & Whitney July 1997 - February 1999
Interturbine Corporation (acquired by UTC Pratt & Whitney) June 1992 - June 1997
Donaldson, Lufkin & Jenrette January 1991 - December 1991
General Electric January 1987 - June 1990
Skills
Strategy, Business Strategy, Aerospace, Mergers, Acquisition Integration, Operations Management, Restructuring, Management, Manufacturing, Lean Manufacturing, Program Management, Six Sigma, Business Planning, Business Development, Due Diligence, Mergers & Acquisitions, Continuous Improvement, Kaizen, Start-ups, Supply Chain Management, International Business, Negotiation, Supply Chain, Engineering, Leadership, Operational Excellence, Business Analysis, Change Management, Project Management, P&L Management, Integration, Strategic Planning, Process Improvement
Education
Harvard Business School 1990 — 1992
Masters, Business Administration
GE Financial Management Program 1987 — 1988
DePauw University 1983 — 1987
Bachelor's degree, Economics and Spanish Minors in International Business and Political Science
Universitat de Barcelona 1986 — 1986
Nathan Grant, CFA Nathan Grant, CFA's Donaldson, Lufkin & Jenrette Experience 1992 - 1994
Job Fixed Income Portfolio Manager
Industry Investment Management
Experience
Whitney Bank Trust & Asset Management/Hancock Horizon Investments 2009 - Present
CFA Society of Louisiana 2015 - Present
Hancock Bank 2013 - Present
CFA Society of Louisiana 2012 - Present
Kingstown Capital 2007 - 2008
Recon Capital 2002 - 2006
Value Line Asset Management 1995 - 2000
Blaylock & Partners 1994 - 1995
Donaldson, Lufkin & Jenrette 1992 - 1994
Skills
Investments, ABS, Capital Structure, Corporates, Equities, Asset Management, Financial Analysis, Risk Management, Financial Modeling, Series 7, Investment Management, Credit Analysis
Education
Columbia University - Columbia Business School
Cornell University
Whitney Bank Trust & Asset Management/Hancock Horizon Investments 2009 - Present
CFA Society of Louisiana 2015 - Present
Hancock Bank 2013 - Present
CFA Society of Louisiana 2012 - Present
Kingstown Capital 2007 - 2008
Recon Capital 2002 - 2006
Value Line Asset Management 1995 - 2000
Blaylock & Partners 1994 - 1995
Donaldson, Lufkin & Jenrette 1992 - 1994
Skills
Investments, ABS, Capital Structure, Corporates, Equities, Asset Management, Financial Analysis, Risk Management, Financial Modeling, Series 7, Investment Management, Credit Analysis
Education
Columbia University - Columbia Business School
Cornell University
Ron Getto's Donaldson, Lufkin & Jenrette Experience August 1986 - December 2000
Job Partner, Chief Financial Officer at Four Peaks Wealth Management
Industry Investment Management
Experience
Four Peaks Wealth Management October 2012 - Present
Starlite Lanes December 2010 - Present
Cantor Fitzgerald March 2004 - December 2008
Donaldson, Lufkin & Jenrette August 1986 - December 2000
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Asset Managment, Emerging Markets, Derivatives, Financial Markets, Investments, Portfolio Management, Investment Strategies, Alternative Investments, Risk Management, Investment Banking, Equity Trading, Asset Management, Equity Research, Trading
Education
Columbia Business School 1985 — 1986
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia University in the City of New York 1981 — 1984
Bachelor of Arts (B.A.), Economics, Magna cum Laude
Four Peaks Wealth Management October 2012 - Present
Starlite Lanes December 2010 - Present
Cantor Fitzgerald March 2004 - December 2008
Donaldson, Lufkin & Jenrette August 1986 - December 2000
Skills
Equities, Hedge Funds, Capital Markets, Fixed Income, Asset Managment, Emerging Markets, Derivatives, Financial Markets, Investments, Portfolio Management, Investment Strategies, Alternative Investments, Risk Management, Investment Banking, Equity Trading, Asset Management, Equity Research, Trading
Education
Columbia Business School 1985 — 1986
Master of Business Administration (M.B.A.), Accounting and Finance
Columbia University in the City of New York 1981 — 1984
Bachelor of Arts (B.A.), Economics, Magna cum Laude
Matthew J. Rubins Matthew J. Rubins's Donaldson, Lufkin & Jenrette Experience 1995 - 1996
Job SVP Corporate Development, Six Red Marbles / Managing Member, RRF Ventures
Industry E-Learning
Experience
Northeastern University January 2015 - Present
Six Red Marbles November 2014 - Present
Zeta Beta Tau September 2014 - Present
RRF Ventures, LLC May 2014 - Present
Zeta Beta Tau September 2010 - August 2014
Fullbridge February 2011 - May 2014
M/C Venture Partners June 1997 - December 2010
Deustche Morgan Grenfell Technology Group June 1996 - July 1997
Donaldson, Lufkin & Jenrette 1995 - 1996
The Boston Consulting Group 1994 - 1994
Skills
Managed Services, Venture Capital, Investment Banking, Mergers, Business Strategy, Education, finance, Management, Start-ups, Private Equity, Corporate Development, Strategic Partnerships, Entrepreneurship
Education
Harvard Business School 1993 — 1995
MBA
Cornell University 1986 — 1990
BS, Applied and Engineering Physics
Northeastern University January 2015 - Present
Six Red Marbles November 2014 - Present
Zeta Beta Tau September 2014 - Present
RRF Ventures, LLC May 2014 - Present
Zeta Beta Tau September 2010 - August 2014
Fullbridge February 2011 - May 2014
M/C Venture Partners June 1997 - December 2010
Deustche Morgan Grenfell Technology Group June 1996 - July 1997
Donaldson, Lufkin & Jenrette 1995 - 1996
The Boston Consulting Group 1994 - 1994
Skills
Managed Services, Venture Capital, Investment Banking, Mergers, Business Strategy, Education, finance, Management, Start-ups, Private Equity, Corporate Development, Strategic Partnerships, Entrepreneurship
Education
Harvard Business School 1993 — 1995
MBA
Cornell University 1986 — 1990
BS, Applied and Engineering Physics
Claudette Karabey Claudette Karabey's Donaldson, Lufkin & Jenrette Experience May 1985 - 1986
Job Development Officer at Japan Society
Industry Nonprofit Organization Management
Experience
Japan Society October 2012 - Present
Japan Society July 2008 - October 2012
Consultant January 2001 - June 2008
Société Générale June 1989 - December 1990
Nikko Citigroup January 1986 - June 1989
Donaldson, Lufkin & Jenrette May 1985 - 1986
Renown America, Inc. August 1982 - May 1985
Skills
Fundraising, Grant Writing, Philanthropy, Non-profits, Research, Nonprofits, Social Media, Event Planning, Stewardship, Fundraisers, Sponsorship Programs, Contract Management, Sponsorship Relations, Grants, Program Management
Education
Cornell University
B.A., Government, Asian Studies
Japan Society October 2012 - Present
Japan Society July 2008 - October 2012
Consultant January 2001 - June 2008
Société Générale June 1989 - December 1990
Nikko Citigroup January 1986 - June 1989
Donaldson, Lufkin & Jenrette May 1985 - 1986
Renown America, Inc. August 1982 - May 1985
Skills
Fundraising, Grant Writing, Philanthropy, Non-profits, Research, Nonprofits, Social Media, Event Planning, Stewardship, Fundraisers, Sponsorship Programs, Contract Management, Sponsorship Relations, Grants, Program Management
Education
Cornell University
B.A., Government, Asian Studies
Rob Grien Rob Grien's Donaldson, Lufkin & Jenrette Experience August 1989 - November 2000
Job Managing Director at TM Capital
Industry Investment Banking
Experience
TM Capital July 2009 - Present
Deerfield Capital Management July 2004 - January 2009
Kelso Mezzanine Fund June 2002 - July 2004
Credit Suisse November 2000 - April 2002
Donaldson, Lufkin & Jenrette August 1989 - November 2000
Gabelli Asset Management 1987 - 1989
NY Futures Exchange 1984 - 1987
Skills
Restructuring, Leveraged Finance, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Private Placements, High Yield, Venture Capital, Financial Modeling, Equities, Capital Markets, Due Diligence, Hedge Funds, Recapitalizations, Special Situations, Alternative Investments, Mergers, Investments, M&A experience, Fixed Income, Portfolio Management, Mergers & Acquisitions, Finance, Corporate Development, Business Valuation, Structured Finance, Divestitures, IPO, Financial Structuring, Capital Raising, Equity Research, Acquisitions, Bloomberg, Capital, Mezzanine, Middle Market, Emerging Markets, Deal Sourcing, Investor Relations, Debt Restructuring, Capital Structure
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Accounting
Tulane University 1977 — 1981
BA, Political Science
TM Capital July 2009 - Present
Deerfield Capital Management July 2004 - January 2009
Kelso Mezzanine Fund June 2002 - July 2004
Credit Suisse November 2000 - April 2002
Donaldson, Lufkin & Jenrette August 1989 - November 2000
Gabelli Asset Management 1987 - 1989
NY Futures Exchange 1984 - 1987
Skills
Restructuring, Leveraged Finance, Private Equity, Investment Banking, Valuation, LBO, Corporate Finance, Private Placements, High Yield, Venture Capital, Financial Modeling, Equities, Capital Markets, Due Diligence, Hedge Funds, Recapitalizations, Special Situations, Alternative Investments, Mergers, Investments, M&A experience, Fixed Income, Portfolio Management, Mergers & Acquisitions, Finance, Corporate Development, Business Valuation, Structured Finance, Divestitures, IPO, Financial Structuring, Capital Raising, Equity Research, Acquisitions, Bloomberg, Capital, Mezzanine, Middle Market, Emerging Markets, Deal Sourcing, Investor Relations, Debt Restructuring, Capital Structure
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Accounting
Tulane University 1977 — 1981
BA, Political Science
Mark Tricolli Mark Tricolli's Donaldson, Lufkin & Jenrette Experience May 1998 - August 1998
Job Managing Director at HIG Growth Partners
Industry Investment Management
Experience
HIG Growth Partners January 2012 - Present
Enhanced Equity Fund September 2009 - January 2012
West Hill Partners, LLC July 2007 - August 2009
J.W. Childs Associates, L.P. July 2000 - July 2007
Goldman Sachs Asset Management September 1999 - June 2000
Donaldson, Lufkin & Jenrette May 1998 - August 1998
William Blair Capital Partners 1995 - 1997
Chemical Bank 1993 - 1995
Skills
Private Equity, Investments, Buyouts, Healthcare, Venture Capital, Mergers & Acquisitions, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Equities, Corporate Development, Investment Banking, Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Private equity
Cornell University 1990 — 1993
Bachelor of Arts, Government
HIG Growth Partners January 2012 - Present
Enhanced Equity Fund September 2009 - January 2012
West Hill Partners, LLC July 2007 - August 2009
J.W. Childs Associates, L.P. July 2000 - July 2007
Goldman Sachs Asset Management September 1999 - June 2000
Donaldson, Lufkin & Jenrette May 1998 - August 1998
William Blair Capital Partners 1995 - 1997
Chemical Bank 1993 - 1995
Skills
Private Equity, Investments, Buyouts, Healthcare, Venture Capital, Mergers & Acquisitions, Due Diligence, Valuation, Financial Modeling, Corporate Finance, Equities, Corporate Development, Investment Banking, Management
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Private equity
Cornell University 1990 — 1993
Bachelor of Arts, Government
Marisa Sharkey's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job Group Vice President, Strategy at Ross Stores
Industry Management Consulting
Experience
Ross Stores 2010 - 2015
Bain and Company 2003 - 2010
Donaldson, Lufkin & Jenrette 1999 - 2001
Salomon Smith Barney 1997 - 1999
Skills
Business Strategy, Strategy, Due Diligence, Financial Modeling, Management Consulting, Management, Competitive Analysis, Strategic Planning, Corporate Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Strategic Management and Finance
Cornell University 1993 — 1997
BS, Business Management
Ross Stores 2010 - 2015
Bain and Company 2003 - 2010
Donaldson, Lufkin & Jenrette 1999 - 2001
Salomon Smith Barney 1997 - 1999
Skills
Business Strategy, Strategy, Due Diligence, Financial Modeling, Management Consulting, Management, Competitive Analysis, Strategic Planning, Corporate Development
Education
University of Pennsylvania - The Wharton School 2001 — 2003
MBA, Strategic Management and Finance
Cornell University 1993 — 1997
BS, Business Management
Josh Huffard Josh Huffard's Donaldson, Lufkin & Jenrette Experience August 1992 - June 1994
Job Principal at Douglass Winthrop Advisors LLC
Industry Financial Services
Experience
Douglass Winthrop Advisors LLC January 2013 - Present
Consor Capital LLC January 2002 - December 2012
Pink Zulu Labs, Inc. June 2011 - July 2012
Safe Harbor Foods September 2009 - June 2011
Sterling Payot Company September 1994 - January 2001
Donaldson, Lufkin & Jenrette August 1992 - June 1994
Morgan Stanley Wealth Management June 1991 - December 1991
Education
Yale University 1987 — 1992
BA, American Studies
National Outdoor Leadership School (NOLS) 1990 — 1990
Semester Program - Patagonia, Chile
Deerfield Academy 1984 — 1987
Douglass Winthrop Advisors LLC January 2013 - Present
Consor Capital LLC January 2002 - December 2012
Pink Zulu Labs, Inc. June 2011 - July 2012
Safe Harbor Foods September 2009 - June 2011
Sterling Payot Company September 1994 - January 2001
Donaldson, Lufkin & Jenrette August 1992 - June 1994
Morgan Stanley Wealth Management June 1991 - December 1991
Education
Yale University 1987 — 1992
BA, American Studies
National Outdoor Leadership School (NOLS) 1990 — 1990
Semester Program - Patagonia, Chile
Deerfield Academy 1984 — 1987
Peter Nolan Peter Nolan's Donaldson, Lufkin & Jenrette Experience 1990 - 1997
Job President at Nolan Capital LLC/ Senior Advisor at Leonard Green and Partners
Industry Venture Capital & Private Equity
Experience
Nolan Capital LLC May 2014 - Present
Leonard Green & Partners 1997 - Present
Donaldson, Lufkin & Jenrette 1990 - 1997
Drexel Burnham Lambert January 1986 - 1990
Prudential Bache Securities 1982 - 1986
Education
Cornell University 1977 — 1982
BS/MBA, Agricultural Economics
Nolan Capital LLC May 2014 - Present
Leonard Green & Partners 1997 - Present
Donaldson, Lufkin & Jenrette 1990 - 1997
Drexel Burnham Lambert January 1986 - 1990
Prudential Bache Securities 1982 - 1986
Education
Cornell University 1977 — 1982
BS/MBA, Agricultural Economics
Colette Bedard Colette Bedard's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job Executive Recruiter at J.P. Morgan
Industry Staffing and Recruiting
Experience
J.P. Morgan 2010 - Present
San Francisco Symphony 2011 - 2014
Independent Contractor 2009 - 2010
Glocap Search 2007 - 2009
Deutsche Bank 2003 - 2007
Bear Stearns 1999 - 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Hedge Funds, Equities, Alternative Investments, Valuation, Financial Modeling, Investments, Venture Capital, Capital Markets, Asset Management, Investment Banking, Financial Services, Finance
Education
Columbia Business School
MBA
Middlebury College
BA
J.P. Morgan 2010 - Present
San Francisco Symphony 2011 - 2014
Independent Contractor 2009 - 2010
Glocap Search 2007 - 2009
Deutsche Bank 2003 - 2007
Bear Stearns 1999 - 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Hedge Funds, Equities, Alternative Investments, Valuation, Financial Modeling, Investments, Venture Capital, Capital Markets, Asset Management, Investment Banking, Financial Services, Finance
Education
Columbia Business School
MBA
Middlebury College
BA
Eli Hattem Eli Hattem's Donaldson, Lufkin & Jenrette Experience 1994 - 1998
Job Principal at Park Bridge Financial LLC
Industry Real Estate
Experience
Park Bridge Financial March 2009 - Present
Merrill Lynch November 2001 - February 2009
CIBC World Markets March 1998 - March 2001
Donaldson, Lufkin & Jenrette 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Columbia University in the City of New York 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Park Bridge Financial March 2009 - Present
Merrill Lynch November 2001 - February 2009
CIBC World Markets March 1998 - March 2001
Donaldson, Lufkin & Jenrette 1994 - 1998
Education
New York University - Leonard N. Stern School of Business 1987 — 1989
MBA, Finance
Columbia University in the City of New York 1980 — 1984
Bachelor of Science (BS), Mechanical Engineering
Susan C. Schnabel Susan C. Schnabel's Donaldson, Lufkin & Jenrette Experience 1990 - 2000
Job CoManaging Partner at aPriori Capital Partners
Industry Financial Services
Experience
aPriori Capital Partners April 2014 - Present
Credit Suisse Private Equity - DLJMB Partners 2000 - March 2014
Donaldson, Lufkin & Jenrette 1990 - 2000
Education
Harvard Business School 1986 — 1988
MBA
Cornell University 1979 — 1983
Bachelor of Science (BS), Chemical Engineering
aPriori Capital Partners April 2014 - Present
Credit Suisse Private Equity - DLJMB Partners 2000 - March 2014
Donaldson, Lufkin & Jenrette 1990 - 2000
Education
Harvard Business School 1986 — 1988
MBA
Cornell University 1979 — 1983
Bachelor of Science (BS), Chemical Engineering
Maggie Miller Maggie Miller's Donaldson, Lufkin & Jenrette Experience May 1995 - October 2000
Job Investment Advisor at Geneva Investment Management
Industry Financial Services
Experience
Geneva Investment Management June 2007 - Present
Sandler O'Neill February 2004 - April 2007
Credit Suisse October 2000 - February 2004
Donaldson, Lufkin & Jenrette May 1995 - October 2000
Bank of America(prev.Continental Bank) August 1991 - April 1995
Skills
Investments, Investment Management, Equities, High Net Worth..., Strategic Financial..., Asset Managment, 401k
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
University of Iowa
Geneva Investment Management June 2007 - Present
Sandler O'Neill February 2004 - April 2007
Credit Suisse October 2000 - February 2004
Donaldson, Lufkin & Jenrette May 1995 - October 2000
Bank of America(prev.Continental Bank) August 1991 - April 1995
Skills
Investments, Investment Management, Equities, High Net Worth..., Strategic Financial..., Asset Managment, 401k
Education
DePaul University - Charles H. Kellstadt Graduate School of Business
University of Iowa
Benoît Jamar Benoît Jamar's Donaldson, Lufkin & Jenrette Experience May 1989 - February 2001
Job Partner at OBX
Industry Financial Services
Experience
OBX Partners, LLC April 2010 - Present
Vik Brothers International March 2004 - August 2009
Sheffield Merchant Banking / CRT February 2001 - February 2004
Donaldson, Lufkin & Jenrette May 1989 - February 2001
Lehman Brothers January 1986 - May 1989
Citibank August 1982 - January 1986
Skills
Restructuring, Corporate Finance, Mergers, Investment Banking, Valuation, Mergers & Acquisitions, Leveraged Finance, LBO, Due Diligence, Business Valuation, Financial Structuring, Strategic Planning, Private Equity, Venture Capital, Private Placements, Business Planning
Education
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance and International Business
Université catholique de Louvain 1975 — 1980
Ingénieur Civil, Engineering
OBX Partners, LLC April 2010 - Present
Vik Brothers International March 2004 - August 2009
Sheffield Merchant Banking / CRT February 2001 - February 2004
Donaldson, Lufkin & Jenrette May 1989 - February 2001
Lehman Brothers January 1986 - May 1989
Citibank August 1982 - January 1986
Skills
Restructuring, Corporate Finance, Mergers, Investment Banking, Valuation, Mergers & Acquisitions, Leveraged Finance, LBO, Due Diligence, Business Valuation, Financial Structuring, Strategic Planning, Private Equity, Venture Capital, Private Placements, Business Planning
Education
Columbia University - Columbia Business School 1981 — 1982
MBA, Finance and International Business
Université catholique de Louvain 1975 — 1980
Ingénieur Civil, Engineering
Taylor Thomas Taylor Thomas's Donaldson, Lufkin & Jenrette Experience May 1995 - May 1999
Job Owner, South Shore Capital Advisors
Industry Financial Services
Experience
South Shore Capital Advisors, LLC December 2006 - Present
Credit Suisse May 1999 - June 2006
Boardwalk Securities 1996 - 2004
Donaldson, Lufkin & Jenrette May 1995 - May 1999
Salomon Brothers, Inc. August 1994 - May 1995
Saatchi & Saatchi 1988 - 1991
Skills
Portfolio Management, Start-ups, Investments, Hedge Funds, Asset Allocation, Private Equity, Equities, Asset Management, Strategic Planning, Due Diligence, Mergers & Acquisitions, Securities, Venture Capital, Investment Banking, Financial Services
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Dartmouth College 1984 — 1988
B.A., History
Chestnut Hill Academy 1972 — 1984
South Shore Capital Advisors, LLC December 2006 - Present
Credit Suisse May 1999 - June 2006
Boardwalk Securities 1996 - 2004
Donaldson, Lufkin & Jenrette May 1995 - May 1999
Salomon Brothers, Inc. August 1994 - May 1995
Saatchi & Saatchi 1988 - 1991
Skills
Portfolio Management, Start-ups, Investments, Hedge Funds, Asset Allocation, Private Equity, Equities, Asset Management, Strategic Planning, Due Diligence, Mergers & Acquisitions, Securities, Venture Capital, Investment Banking, Financial Services
Education
The Tuck School of Business at Dartmouth 1992 — 1994
MBA
Dartmouth College 1984 — 1988
B.A., History
Chestnut Hill Academy 1972 — 1984
Richard Klugman Richard Klugman's Donaldson, Lufkin & Jenrette Experience May 1999 - October 2000
Job telecom & technology analyst
Industry Investment Management
Experience
Majestic Research May 2008 - December 2009
Prudential Equity Group April 2006 - August 2007
Jefferies March 2001 - February 2005
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Goldman Sachs February 1997 - May 1999
PaineWebber August 1994 - February 1997
Merrill Lynch March 1993 - August 1994
Morgan Stanley August 1991 - March 1993
Northern Business Information (McGraw-Hill) December 1988 - August 1991
Education
Cornell University 1984 — 1988
B.S.
Majestic Research May 2008 - December 2009
Prudential Equity Group April 2006 - August 2007
Jefferies March 2001 - February 2005
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Goldman Sachs February 1997 - May 1999
PaineWebber August 1994 - February 1997
Merrill Lynch March 1993 - August 1994
Morgan Stanley August 1991 - March 1993
Northern Business Information (McGraw-Hill) December 1988 - August 1991
Education
Cornell University 1984 — 1988
B.S.
Michael McLoughlin Michael McLoughlin's Donaldson, Lufkin & Jenrette Experience March 1987 - September 2000
Job at ConvergEx Group
Industry Financial Services
Experience
Convergex Prime Services April 2010 - Present
Self Employed July 2007 - April 2010
Prudential Equity Group March 2002 - July 2007
Credit Suisse First Boston September 2000 - March 2002
Donaldson, Lufkin & Jenrette March 1987 - September 2000
Skills
Fidessa, Financial Reporting, Bloomberg, Equities, Trading, Trading Systems, Equity Trading, Portfolio Management, Equity Research, Alternative Investments, Hedge Funds, Risk Management, Options, Series 24, Electronic Trading, FINRA, Fixed Income, Securities, Capital Markets
Education
Dowling College
BBA, Finance
Convergex Prime Services April 2010 - Present
Self Employed July 2007 - April 2010
Prudential Equity Group March 2002 - July 2007
Credit Suisse First Boston September 2000 - March 2002
Donaldson, Lufkin & Jenrette March 1987 - September 2000
Skills
Fidessa, Financial Reporting, Bloomberg, Equities, Trading, Trading Systems, Equity Trading, Portfolio Management, Equity Research, Alternative Investments, Hedge Funds, Risk Management, Options, Series 24, Electronic Trading, FINRA, Fixed Income, Securities, Capital Markets
Education
Dowling College
BBA, Finance
George Papaioannou, CFA George Papaioannou, CFA's Donaldson, Lufkin & Jenrette Experience 1994 - 1998
Job President at Venstrat, LLC
Industry Financial Services
Experience
Venstrat, LLC June 2006 - Present
Cayenne Consulting May 2006 - Present
Rider University January 2015 - Present
Thomas Weisel Partners 2001 - 2006
IBM Global Services 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 1998
Skills
Financial Modeling, Business Valuation, Business Planning, Valuation, Equity Research, Due Diligence, Business Development, Venture Capital, Consulting, Strategy, Corporate Finance, Investments, Alternative Investments, Start-ups, Hedge Funds, Equities, Mergers & Acquisitions, Capital Markets, Private Equity, Management, Corporate Development, Asset Management, Portfolio Management, Investment Banking
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, Media Management
Cornell University 1987 — 1991
AB, History
The Lawrenceville School 1982 — 1987
Diploma
Venstrat, LLC June 2006 - Present
Cayenne Consulting May 2006 - Present
Rider University January 2015 - Present
Thomas Weisel Partners 2001 - 2006
IBM Global Services 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 1998
Skills
Financial Modeling, Business Valuation, Business Planning, Valuation, Equity Research, Due Diligence, Business Development, Venture Capital, Consulting, Strategy, Corporate Finance, Investments, Alternative Investments, Start-ups, Hedge Funds, Equities, Mergers & Acquisitions, Capital Markets, Private Equity, Management, Corporate Development, Asset Management, Portfolio Management, Investment Banking
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance, Media Management
Cornell University 1987 — 1991
AB, History
The Lawrenceville School 1982 — 1987
Diploma
Luke Babcock Luke Babcock's Donaldson, Lufkin & Jenrette Experience January 1994 - March 2001
Job Saybrook Capital Investment Counsel and Management
Industry Investment Management
Experience
Saybrook Capital Investment Counsel and Management May 2001 - Present
Donaldson, Lufkin & Jenrette January 1994 - March 2001
Skills
Valuation, Investments, Financial Analysis, Asset Management, Capital Markets, Alternative Investments, Series 7, Equities
Education
Duke University 1989 — 1993
Bachelor of Arts (BA), History and Political Science
Woodberry Forest School 1986 — 1989
High School
St. Bernard's School 1977 — 1986
Primary School
Saybrook Capital Investment Counsel and Management May 2001 - Present
Donaldson, Lufkin & Jenrette January 1994 - March 2001
Skills
Valuation, Investments, Financial Analysis, Asset Management, Capital Markets, Alternative Investments, Series 7, Equities
Education
Duke University 1989 — 1993
Bachelor of Arts (BA), History and Political Science
Woodberry Forest School 1986 — 1989
High School
St. Bernard's School 1977 — 1986
Primary School
Pat Boroian Pat Boroian's Donaldson, Lufkin & Jenrette Experience June 1993 - December 2001
Job Investments In Consumer/Retail Companies
Industry Financial Services
Experience
Brockway Moran & Partners, Inc. January 2002 - July 2012
Donaldson, Lufkin & Jenrette June 1993 - December 2001
Odyssey Partners November 1991 - March 1993
Skills
Private Equity, Mergers, Private Placements, Investment Banking, Valuation, Venture Capital, LBO, Due Diligence, Corporate Development, Financial Modeling, Corporate Finance, M&A experience, Buyouts, Leveraged Finance, Equities
Education
DePaul University 1983 — 1985
MBA, Finance & Marketing
Miami University 1980 — 1983
B.S., Marketing
Brockway Moran & Partners, Inc. January 2002 - July 2012
Donaldson, Lufkin & Jenrette June 1993 - December 2001
Odyssey Partners November 1991 - March 1993
Skills
Private Equity, Mergers, Private Placements, Investment Banking, Valuation, Venture Capital, LBO, Due Diligence, Corporate Development, Financial Modeling, Corporate Finance, M&A experience, Buyouts, Leveraged Finance, Equities
Education
DePaul University 1983 — 1985
MBA, Finance & Marketing
Miami University 1980 — 1983
B.S., Marketing
Erik Jepson Erik Jepson's Donaldson, Lufkin & Jenrette Experience 1992 - 1997
Job Chief Customer Officer at Advisor Software
Industry Financial Services
Experience
Advisor Software December 2014 - Present
Personal Capital February 2014 - December 2014
TradeStation February 2011 - February 2014
Royal Bank of Scotland 2010 - 2011
Charles Schwab 2008 - 2010
Charles Schwab & Co., Inc. 2005 - 2008
E*TRADE 2005 - 2005
Brown-Forman 1999 - 2005
Donaldson, Lufkin & Jenrette 1992 - 1997
Skills
Strategy, Product Marketing, Integrated Marketing, Online Advertising, Product Management, Management, Brand Management, Email Marketing, Marketing, Marketing Strategy, Online Marketing, Cross-functional Team..., Market Research, Leadership, Financial Services, Strategic Planning, Business Strategy, Team Leadership, Advertising, Segmentation, B2B, Marketing Communications, Customer Insight, Product Development, Business Planning, Web Marketing, Positioning, Marketing Research, PPC, Mobile Devices, Market Planning, Product Launch, Multi-channel Marketing, Customer Acquisition, P&L Management, Mobile Advertising, Analytics, Business Development, Sales, Executive Management, Strategic Partnerships, Consulting, Digital Marketing, Start-ups, CRM, Analysis
Education
Cornell University 1998 — 2000
MBA, Business Administration and Management, General
Princeton University 1988 — 1992
AB
Advisor Software December 2014 - Present
Personal Capital February 2014 - December 2014
TradeStation February 2011 - February 2014
Royal Bank of Scotland 2010 - 2011
Charles Schwab 2008 - 2010
Charles Schwab & Co., Inc. 2005 - 2008
E*TRADE 2005 - 2005
Brown-Forman 1999 - 2005
Donaldson, Lufkin & Jenrette 1992 - 1997
Skills
Strategy, Product Marketing, Integrated Marketing, Online Advertising, Product Management, Management, Brand Management, Email Marketing, Marketing, Marketing Strategy, Online Marketing, Cross-functional Team..., Market Research, Leadership, Financial Services, Strategic Planning, Business Strategy, Team Leadership, Advertising, Segmentation, B2B, Marketing Communications, Customer Insight, Product Development, Business Planning, Web Marketing, Positioning, Marketing Research, PPC, Mobile Devices, Market Planning, Product Launch, Multi-channel Marketing, Customer Acquisition, P&L Management, Mobile Advertising, Analytics, Business Development, Sales, Executive Management, Strategic Partnerships, Consulting, Digital Marketing, Start-ups, CRM, Analysis
Education
Cornell University 1998 — 2000
MBA, Business Administration and Management, General
Princeton University 1988 — 1992
AB
Peter Garrison Peter Garrison's Donaldson, Lufkin & Jenrette Experience 1981 - 1983
Job Founder at PNW Realty Group
Industry Investment Management
Experience
PNW Realty Group February 2014 - Present
Evergreen Capital LLC 2007 - Present
Oppenheimer & Co. 1984 - 2007
Donaldson, Lufkin & Jenrette 1981 - 1983
Chemical Bank International 1976 - 1979
Skills
Private Equity, Corporate Development, Alternative Investments, Venture Capital, Investment Banking, Financial Advisory, Portfolio Management, Private Equity Funding, Investment Advisory, Hedge Funds, Equities, Strategy, Finance, Financial Consulting, Licensed Life & Health..., licensed real estate...
Education
Columbia Business School
Master of Business Administration (MBA), finance, real estate
Yale University
Bachelor of Arts (B.A.)
Deerfield Academy
PNW Realty Group February 2014 - Present
Evergreen Capital LLC 2007 - Present
Oppenheimer & Co. 1984 - 2007
Donaldson, Lufkin & Jenrette 1981 - 1983
Chemical Bank International 1976 - 1979
Skills
Private Equity, Corporate Development, Alternative Investments, Venture Capital, Investment Banking, Financial Advisory, Portfolio Management, Private Equity Funding, Investment Advisory, Hedge Funds, Equities, Strategy, Finance, Financial Consulting, Licensed Life & Health..., licensed real estate...
Education
Columbia Business School
Master of Business Administration (MBA), finance, real estate
Yale University
Bachelor of Arts (B.A.)
Deerfield Academy
Diana Brian Diana Brian's Donaldson, Lufkin & Jenrette Experience 1979 - 1981
Job Independent Financial Services Professional
Industry Financial Services
Experience
Donaldson, Lufkin & Jenrette 1979 - 1981
Pershing & co 1972 - 1979
Skills
Equities, Financial Analysis, Trading, Capital Markets, Business Analysis
Education
Drew University
Donaldson, Lufkin & Jenrette 1979 - 1981
Pershing & co 1972 - 1979
Skills
Equities, Financial Analysis, Trading, Capital Markets, Business Analysis
Education
Drew University
Marti J. Frucci Marti J. Frucci's Donaldson, Lufkin & Jenrette Experience 1998 - 2001
Job Managing Director at Digital Capital Advisors
Industry Investment Banking
Experience
Digital Capital Advisors March 2011 - Present
DeSilva + Phillips, and Communications Equity Assoc 2001 - March 2011
Donaldson, Lufkin & Jenrette 1998 - 2001
Lazard Freres 1993 - 1998
Bankers Trust 1989 - 1993
Los Angeles Olympic Organizing Committee 1983 - 1984
The White House 1980 - 1982
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Management of Organizations
Columbia University
BS, Economics
Digital Capital Advisors March 2011 - Present
DeSilva + Phillips, and Communications Equity Assoc 2001 - March 2011
Donaldson, Lufkin & Jenrette 1998 - 2001
Lazard Freres 1993 - 1998
Bankers Trust 1989 - 1993
Los Angeles Olympic Organizing Committee 1983 - 1984
The White House 1980 - 1982
Education
Columbia University - Columbia Business School 1987 — 1989
MBA, Finance and Management of Organizations
Columbia University
BS, Economics
Stephanee Bates Stephanee Bates's Donaldson, Lufkin & Jenrette Experience January 1990 - February 1998
Job Vice President | Broker Associate at Briggs Freeman Sotheby's International Realty
Industry Real Estate
Experience
Briggs Freeman Sotheby's International Realty February 1998 - Present
Briggs Freeman Sotheby's International Realty March 2006 - August 2011
Donaldson, Lufkin & Jenrette January 1990 - February 1998
Prudential Bache January 1995 - January 1997
Skills
Real Estate, Relocation, Sellers, First Time Home Buyers, Residential Homes, Investment Properties, Real Estate Transactions, Short Sales, Single Family Homes, Luxury, Negotiation, Condos, Buyer Representation, Investors, Escrow, Contract Negotiation, REO, New Home Sales, Selling, Listings, Townhomes
Education
Dallas Baptist University 1990 — 1994
Business Administration
Briggs Freeman Sotheby's International Realty February 1998 - Present
Briggs Freeman Sotheby's International Realty March 2006 - August 2011
Donaldson, Lufkin & Jenrette January 1990 - February 1998
Prudential Bache January 1995 - January 1997
Skills
Real Estate, Relocation, Sellers, First Time Home Buyers, Residential Homes, Investment Properties, Real Estate Transactions, Short Sales, Single Family Homes, Luxury, Negotiation, Condos, Buyer Representation, Investors, Escrow, Contract Negotiation, REO, New Home Sales, Selling, Listings, Townhomes
Education
Dallas Baptist University 1990 — 1994
Business Administration
Meg Miller Rydzewski Meg Miller Rydzewski's Donaldson, Lufkin & Jenrette Experience April 1996 - December 2000
Job Owner at Joyful Spirit, LLC
Industry Retail
Experience
Joyful Spirit, LLC (Joyful Spirit Gifts Catholic Store) September 2013 - Present
Stay at Home Parent February 2005 - May 2014
Missing Letters September 2011 - February 2013
Credit Suisse January 2001 - February 2005
Donaldson, Lufkin & Jenrette April 1996 - December 2000
Coach April 1986 - August 1994
Skills
Stock Picking, Equity Research, Equities, Valuation, Financial Modeling, Equity Valuation, Financial Statement..., Writing, Finance, Fiction Writing, Investment Management, Portfolio Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Georgetown University 1985 — 1989
BSBA
University of Oxford - Brasenose College 1988 — 1988
Summer Courses
Georgetown Visitation Preparatory School 1981 — 1985
Annunciation Catholic School 1973 — 1981
Joyful Spirit, LLC (Joyful Spirit Gifts Catholic Store) September 2013 - Present
Stay at Home Parent February 2005 - May 2014
Missing Letters September 2011 - February 2013
Credit Suisse January 2001 - February 2005
Donaldson, Lufkin & Jenrette April 1996 - December 2000
Coach April 1986 - August 1994
Skills
Stock Picking, Equity Research, Equities, Valuation, Financial Modeling, Equity Valuation, Financial Statement..., Writing, Finance, Fiction Writing, Investment Management, Portfolio Management
Education
Columbia University - Columbia Business School 1994 — 1996
MBA
Georgetown University 1985 — 1989
BSBA
University of Oxford - Brasenose College 1988 — 1988
Summer Courses
Georgetown Visitation Preparatory School 1981 — 1985
Annunciation Catholic School 1973 — 1981
Victor Taylor Victor Taylor's Donaldson, Lufkin & Jenrette Experience May 1996 - April 2003
Job First Vice President Investments at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC February 2013 - Present
UBS April 2003 - February 2013
Donaldson, Lufkin & Jenrette May 1996 - April 2003
Skills
Financial Analysis, Retirement Planning, Investment Strategies, Estate Investment..., Multi-generational..., 401(k) Rollovers
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance; Managerial Economics
Coe College 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration & Econcomics
Wells Fargo Advisors, LLC February 2013 - Present
UBS April 2003 - February 2013
Donaldson, Lufkin & Jenrette May 1996 - April 2003
Skills
Financial Analysis, Retirement Planning, Investment Strategies, Estate Investment..., Multi-generational..., 401(k) Rollovers
Education
Northwestern University - Kellogg School of Management 1980 — 1982
MBA, Finance; Managerial Economics
Coe College 1976 — 1980
Bachelor of Business Administration (BBA), Business Administration & Econcomics
PETER ROLLINS PETER ROLLINS's Donaldson, Lufkin & Jenrette Experience June 1986 - May 1989
Job FINANCIAL ANALYST at Citi
Industry Financial Services
Experience
Citi June 2006 - Present
Citi January 2004 - June 2006
Citi March 2001 - January 2004
Citi December 1994 - March 2001
Neuberger Berman May 1989 - December 1994
Donaldson, Lufkin & Jenrette June 1986 - May 1989
Lehman Brothers January 1981 - June 1986
Skills
Fixed Income, Trading, Equities, Series 7, Financial Analysis, Capital Markets, Banking, Finance, Equity Trading, Treasury, Securities
Education
CUNY York College 1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5
Citi June 2006 - Present
Citi January 2004 - June 2006
Citi March 2001 - January 2004
Citi December 1994 - March 2001
Neuberger Berman May 1989 - December 1994
Donaldson, Lufkin & Jenrette June 1986 - May 1989
Lehman Brothers January 1981 - June 1986
Skills
Fixed Income, Trading, Equities, Series 7, Financial Analysis, Capital Markets, Banking, Finance, Equity Trading, Treasury, Securities
Education
CUNY York College 1977 — 1981
Bachelor of Arts (B.A.), Business Administration and Management, General, 3.5
Jeremy Beard Jeremy Beard's Donaldson, Lufkin & Jenrette Experience February 1994 - July 1994
Job Senior Vice President at Starwood Mortgage Capital
Industry Investment Banking
Experience
Deutsche Bank September 2001 - October 2008
First Union Securities June 1999 - September 2001
WMF Group February 1998 - May 1999
First Union Securities September 1994 - February 1998
Donaldson, Lufkin & Jenrette February 1994 - July 1994
Skills
CMBS, Securitization, Structured Finance, Capital Markets, Bonds, Loans, Mortgage, Fixed Income, Structured Products, Finance, Mortgage Lending, Loan Origination, Funding, Commercial Mortgages, Real Estate, CDO, Investment Banking, Asset Management, Financial Structuring, Valuation, Due Diligence
Education
Connecticut College 1989 — 1993
BA, Government
Syracuse University 1991 — 1992
European Government, French
Hunter College High School 1983 — 1989
Deutsche Bank September 2001 - October 2008
First Union Securities June 1999 - September 2001
WMF Group February 1998 - May 1999
First Union Securities September 1994 - February 1998
Donaldson, Lufkin & Jenrette February 1994 - July 1994
Skills
CMBS, Securitization, Structured Finance, Capital Markets, Bonds, Loans, Mortgage, Fixed Income, Structured Products, Finance, Mortgage Lending, Loan Origination, Funding, Commercial Mortgages, Real Estate, CDO, Investment Banking, Asset Management, Financial Structuring, Valuation, Due Diligence
Education
Connecticut College 1989 — 1993
BA, Government
Syracuse University 1991 — 1992
European Government, French
Hunter College High School 1983 — 1989
Shafron (Shay) Hawkins Shafron (Shay) Hawkins's Donaldson, Lufkin & Jenrette Experience January 1998 - June 2000
Job JD Candidate at The Ohio State University Moritz College of Law
Industry Investment Banking
Experience
Ohio Senate August 2014 - December 2014
Ohio Attorney General's Office January 2014 - May 2014
Taft Stettinius & Hollister LLP May 2013 - July 2013
Cuyahoga Community College June 2006 - May 2012
GroupArgent May 2006 - 2012
Hawkins Capital Group June 2002 - May 2006
Stonehenge Growth Capital August 2001 - May 2002
Credit Suisse - Pershing Investment Research June 2001 - August 2001
Donaldson, Lufkin & Jenrette January 1998 - June 2000
Skills
Strategy, Investment Banking, Private Equity, Valuation, Venture Capital, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital Markets, Economics, Public Speaking, Management, Due Diligence
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance & Economics
The Ohio State University Moritz College of Law
Juris Doctor (J.D.)
The Ohio State University
BA, Economics
Ohio Senate August 2014 - December 2014
Ohio Attorney General's Office January 2014 - May 2014
Taft Stettinius & Hollister LLP May 2013 - July 2013
Cuyahoga Community College June 2006 - May 2012
GroupArgent May 2006 - 2012
Hawkins Capital Group June 2002 - May 2006
Stonehenge Growth Capital August 2001 - May 2002
Credit Suisse - Pershing Investment Research June 2001 - August 2001
Donaldson, Lufkin & Jenrette January 1998 - June 2000
Skills
Strategy, Investment Banking, Private Equity, Valuation, Venture Capital, Mergers & Acquisitions, Financial Modeling, Corporate Finance, Capital Markets, Economics, Public Speaking, Management, Due Diligence
Education
Columbia University - Columbia Business School 2000 — 2002
MBA, Finance & Economics
The Ohio State University Moritz College of Law
Juris Doctor (J.D.)
The Ohio State University
BA, Economics
Wendell Holmes Wendell Holmes's Donaldson, Lufkin & Jenrette Experience 1983 - 1985
Job Database Administrator at Lewis & Clark County/City of Helena MT
Industry Computer Software
Experience
Lewis & Clark County/City of Helena MT February 2012 - Present
SecureNet Consulting October 2011 - February 2012
Education Logistics November 1997 - September 2011
Education Logistics February 2005 - November 2010
Montgomery Securities 1985 - 1990
Donaldson, Lufkin & Jenrette 1983 - 1985
Skills
System Administration, Database Administration, Apache, Windows Server, IIS, Management, Databases, Troubleshooting, Customer Service, Networking, Operating Systems, HTML, Software Documentation, SQL, Linux
Education
Davidson College 1966 — 1970
ba, psychology
University of Montana
Computer science
Lewis & Clark County/City of Helena MT February 2012 - Present
SecureNet Consulting October 2011 - February 2012
Education Logistics November 1997 - September 2011
Education Logistics February 2005 - November 2010
Montgomery Securities 1985 - 1990
Donaldson, Lufkin & Jenrette 1983 - 1985
Skills
System Administration, Database Administration, Apache, Windows Server, IIS, Management, Databases, Troubleshooting, Customer Service, Networking, Operating Systems, HTML, Software Documentation, SQL, Linux
Education
Davidson College 1966 — 1970
ba, psychology
University of Montana
Computer science
Jonathan Mishkin Jonathan Mishkin's Donaldson, Lufkin & Jenrette Experience 1994 - 2002
Job Owner, Sanabe & Associates, LLC
Industry Investment Banking
Experience
Sanabe & Associates, LLC 2002 - Present
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2002
Donaldson, Lufkin & Jenrette Securities Corp. 1994 - 2002
Burns Fry, LTD. 1988 - 1994
Morgan Stanley 1981 - 1988
Morgan Stanley 1981 - 1988
Education
The University of Chicago
M.B.A., Finance and Accounting
Columbia University in the City of New York
B.A., Economics
Sanabe & Associates, LLC 2002 - Present
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2002
Donaldson, Lufkin & Jenrette Securities Corp. 1994 - 2002
Burns Fry, LTD. 1988 - 1994
Morgan Stanley 1981 - 1988
Morgan Stanley 1981 - 1988
Education
The University of Chicago
M.B.A., Finance and Accounting
Columbia University in the City of New York
B.A., Economics
Andrea B. Costello Andrea B. Costello's Donaldson, Lufkin & Jenrette Experience 1988 - 1989
Job Head of Institutional Research Sales at Dudack Research Group a Division of Wellington Shields & Co. LLC
Industry Financial Services
Experience
Dudack Research Group a Division of Wellington Shields & Co. LLC April 2009 - Present
Costello Consulting, LLC August 2007 - March 2009
Prudential Equity Group September 1989 - July 2007
Donaldson, Lufkin & Jenrette 1988 - 1989
LF Rothschild & Co. 1986 - 1988
JPMorgan Chase & Co. 1984 - 1986
Skills
Equity Research, Investments, Hedge Funds, New Business Development, Investor Relations, Relationship Management, Equities, Capital Markets, Capital Raising, Equity Trading, Portfolio Management, Investment Banking, Alternative Investments, Fixed Income, Business Strategy, Asset Allocation, Investment Management, Institutional..., Investment Strategies, Mutual Funds, Series 63, Marketing, Financial Services, Series 7, Client Relationship...
Education
Cornell University
BS Dyson School of Applied Economics & Management
Harvard Business School 2009 — 2009
Executive Education, New Path
Columbia University - Columbia Business School
Executive Education, Leadership Program
Dudack Research Group a Division of Wellington Shields & Co. LLC April 2009 - Present
Costello Consulting, LLC August 2007 - March 2009
Prudential Equity Group September 1989 - July 2007
Donaldson, Lufkin & Jenrette 1988 - 1989
LF Rothschild & Co. 1986 - 1988
JPMorgan Chase & Co. 1984 - 1986
Skills
Equity Research, Investments, Hedge Funds, New Business Development, Investor Relations, Relationship Management, Equities, Capital Markets, Capital Raising, Equity Trading, Portfolio Management, Investment Banking, Alternative Investments, Fixed Income, Business Strategy, Asset Allocation, Investment Management, Institutional..., Investment Strategies, Mutual Funds, Series 63, Marketing, Financial Services, Series 7, Client Relationship...
Education
Cornell University
BS Dyson School of Applied Economics & Management
Harvard Business School 2009 — 2009
Executive Education, New Path
Columbia University - Columbia Business School
Executive Education, Leadership Program
Partho S. Ghosh's Donaldson, Lufkin & Jenrette Experience January 1994 - April 1995
Job
Industry Management Consulting
Experience
PricewaterhouseCoopers LLP Consulting 2013 - 2015
Willis Financial Products 2008 - June 2012
Marsh & McLennan Companies 2002 - 2007
Enron Capital & Trade August 1998 - December 2001
JPMorgan Chase May 1997 - September 1997
Donaldson, Lufkin & Jenrette January 1994 - April 1995
Credit Suisse Financial Products October 1991 - February 1993
Salomon Brothers August 1989 - September 1991
Skills
Derivatives, Risk Management, Hedging, Structured Products, Financial Risk, Capital Markets, Portfolio Management, Commodity, Structured Finance, Trading, Financial Services, Insurance, Banking, Investment Banking, Equities, Fixed Income, Strategy, Finance, Securities, Equity Derivatives, Financial Modeling, Underwriting, Investments, Credit Risk
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
M.B.A. Degree, Finance
University of Cambridge
M.Phil. Degree, International Monetary Economics
McGill University
B.A. Degree - Joint Honors, Economics & Political Science
St. George's School of Montreal
PricewaterhouseCoopers LLP Consulting 2013 - 2015
Willis Financial Products 2008 - June 2012
Marsh & McLennan Companies 2002 - 2007
Enron Capital & Trade August 1998 - December 2001
JPMorgan Chase May 1997 - September 1997
Donaldson, Lufkin & Jenrette January 1994 - April 1995
Credit Suisse Financial Products October 1991 - February 1993
Salomon Brothers August 1989 - September 1991
Skills
Derivatives, Risk Management, Hedging, Structured Products, Financial Risk, Capital Markets, Portfolio Management, Commodity, Structured Finance, Trading, Financial Services, Insurance, Banking, Investment Banking, Equities, Fixed Income, Strategy, Finance, Securities, Equity Derivatives, Financial Modeling, Underwriting, Investments, Credit Risk
Education
Cornell University - Johnson Graduate School of Management 1996 — 1998
M.B.A. Degree, Finance
University of Cambridge
M.Phil. Degree, International Monetary Economics
McGill University
B.A. Degree - Joint Honors, Economics & Political Science
St. George's School of Montreal
Nickie Norris Nickie Norris's Donaldson, Lufkin & Jenrette Experience 1996 - 1999
Job General Partner, COO, CCO at New Heritage Capital
Industry Venture Capital & Private Equity
Experience
New Heritage Capital, LLC May 2006 - Present
Heritage Partners, Inc. August 1999 - April 2006
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Private Equity, Investment Banking, Portfolio Management, Venture Capital, Mergers, Venture Financing, Acquisition Analysis, Valuation, M&A due diligence, Operational Due..., Financial Modeling, Debt Financing, Deal Sourcing, Deal Structuring, Deal Execution, Due Diligence, Mergers & Acquisitions
Education
Cornell University 1992 — 1996
BS, Business, Economics
New Heritage Capital, LLC May 2006 - Present
Heritage Partners, Inc. August 1999 - April 2006
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Private Equity, Investment Banking, Portfolio Management, Venture Capital, Mergers, Venture Financing, Acquisition Analysis, Valuation, M&A due diligence, Operational Due..., Financial Modeling, Debt Financing, Deal Sourcing, Deal Structuring, Deal Execution, Due Diligence, Mergers & Acquisitions
Education
Cornell University 1992 — 1996
BS, Business, Economics
Marty Jia Marty Jia's Donaldson, Lufkin & Jenrette Experience July 1999 - January 2000
Job Database Administrator at Interactive Data
Industry Internet
Experience
Interactive Data July 2013 - Present
ICE August 2012 - Present
IAC January 2000 - August 2012
Donaldson, Lufkin & Jenrette July 1999 - January 2000
Skills
Oracle DBA, MySQL DBA, PostreSQL DBA, Database Administration, Advanced SQL
Education
Stevens Institute of Technology 1984 — 1991
PhD, Computer Science
Dalian University of Technology 1978 — 1982
Bachelor, Electrical and Electronics Engineering
Interactive Data July 2013 - Present
ICE August 2012 - Present
IAC January 2000 - August 2012
Donaldson, Lufkin & Jenrette July 1999 - January 2000
Skills
Oracle DBA, MySQL DBA, PostreSQL DBA, Database Administration, Advanced SQL
Education
Stevens Institute of Technology 1984 — 1991
PhD, Computer Science
Dalian University of Technology 1978 — 1982
Bachelor, Electrical and Electronics Engineering
David Gavoor David Gavoor's Donaldson, Lufkin & Jenrette Experience February 1998 - June 1999
Job Real Estate Professional
Industry Real Estate
Experience
DAG Consultants, LLC January 2007 - Present
Beekman Capital Partners, LLC June 2004 - January 2007
Keefe, Bruyette & Woods, Inc. February 2002 - December 2002
Morgan Stanley December 2000 - December 2001
Credit Suisse First Boston Corporation June 1999 - December 2000
Donaldson, Lufkin & Jenrette February 1998 - June 1999
BT Alex.Brown Incorporated November 1994 - February 1998
Meenan, McDevitt & Company, Inc. June 1992 - October 1994
Skills
Real Estate, Fundraising, New Business Development, Customer Relations, Due Diligence, Contract Negotiation, Public Relations, Research, Dispositions, Writing, Brokerage, Private Equity, Real Estate Economics, Alternative Investments, Loans, Finance, Capital Markets, Investment Banking, Fixed Income, Banking, Loan Origination, Real Estate Transactions, Credit, Financial Services, Financial Markets, Underwriting, Negotiation, Economics, Structured Finance, Commercial Real Estate, Leveraged Finance, Philanthropy, Real Estate Development, Valuation, Disposition, Strategic Partnerships, Asset Management, Business Planning, Mergers & Acquisitions, Financial Analysis, Investment Properties, Restructuring, Financial Structuring, Venture Capital, Hedge Funds, Portfolio Management, Trading, Real Estate Financing
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance, Management, Organizational Behavior
College of the Holy Cross 1981 — 1984
BA, Economics
London School of Economics and Political Science 1983 — 1983
Summer Studies Program, Economics and Political Science
DAG Consultants, LLC January 2007 - Present
Beekman Capital Partners, LLC June 2004 - January 2007
Keefe, Bruyette & Woods, Inc. February 2002 - December 2002
Morgan Stanley December 2000 - December 2001
Credit Suisse First Boston Corporation June 1999 - December 2000
Donaldson, Lufkin & Jenrette February 1998 - June 1999
BT Alex.Brown Incorporated November 1994 - February 1998
Meenan, McDevitt & Company, Inc. June 1992 - October 1994
Skills
Real Estate, Fundraising, New Business Development, Customer Relations, Due Diligence, Contract Negotiation, Public Relations, Research, Dispositions, Writing, Brokerage, Private Equity, Real Estate Economics, Alternative Investments, Loans, Finance, Capital Markets, Investment Banking, Fixed Income, Banking, Loan Origination, Real Estate Transactions, Credit, Financial Services, Financial Markets, Underwriting, Negotiation, Economics, Structured Finance, Commercial Real Estate, Leveraged Finance, Philanthropy, Real Estate Development, Valuation, Disposition, Strategic Partnerships, Asset Management, Business Planning, Mergers & Acquisitions, Financial Analysis, Investment Properties, Restructuring, Financial Structuring, Venture Capital, Hedge Funds, Portfolio Management, Trading, Real Estate Financing
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance, Management, Organizational Behavior
College of the Holy Cross 1981 — 1984
BA, Economics
London School of Economics and Political Science 1983 — 1983
Summer Studies Program, Economics and Political Science
Rahmi Sayder Rahmi Sayder's Donaldson, Lufkin & Jenrette Experience 1987 - 1988
Job Founder & ViceChairman at Seker Mortgage Finansman A.S.
Industry Financial Services
Experience
Newmark Advisory Ltd 1994 - Present
Seker Mortgage Finansman A.S. (previously Istanbul Mortgage Fin. A.S.) January 2007 - Present
Yapi Kredi Bank 2003 - 2004
Turkcell 1993 - 2000
Bankers Trust Company 1988 - 1994
Turk Merchant Bank 1989 - 1992
Donaldson, Lufkin & Jenrette 1987 - 1988
Amev Holdings Inc (Fortis USA) 1982 - 1987
Exxon Enterprises Inc 1979 - 1982
Skills
Fixed Income, Capital Markets, Emerging Markets, Corporate Finance, Private Equity, Investment Banking, Risk Management, Venture Capital, Project Finance, Due Diligence, Portfolio Management, Alternative Investments, Valuation, Securitization, Financial Structuring, Credit, Structured Finance, Treasury, Trading, Restructuring
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance, Marketing, International Business
Columbia Engineering 1974 — 1978
BS, Industrial Engineering & Operations Research
Robert Koleji 1971 — 1974
HS Diploma, Science
English High School- Istanbul 1967 — 1971
JrHS Diploma
Newmark Advisory Ltd 1994 - Present
Seker Mortgage Finansman A.S. (previously Istanbul Mortgage Fin. A.S.) January 2007 - Present
Yapi Kredi Bank 2003 - 2004
Turkcell 1993 - 2000
Bankers Trust Company 1988 - 1994
Turk Merchant Bank 1989 - 1992
Donaldson, Lufkin & Jenrette 1987 - 1988
Amev Holdings Inc (Fortis USA) 1982 - 1987
Exxon Enterprises Inc 1979 - 1982
Skills
Fixed Income, Capital Markets, Emerging Markets, Corporate Finance, Private Equity, Investment Banking, Risk Management, Venture Capital, Project Finance, Due Diligence, Portfolio Management, Alternative Investments, Valuation, Securitization, Financial Structuring, Credit, Structured Finance, Treasury, Trading, Restructuring
Education
Columbia University - Columbia Business School 1978 — 1980
MBA, Finance, Marketing, International Business
Columbia Engineering 1974 — 1978
BS, Industrial Engineering & Operations Research
Robert Koleji 1971 — 1974
HS Diploma, Science
English High School- Istanbul 1967 — 1971
JrHS Diploma
Arthur Zuckerman Arthur Zuckerman's Donaldson, Lufkin & Jenrette Experience February 1992 - September 2002
Job Experienced Private Equity and Venture Capital Chief Financial Officer CFO, Chief Operating Officer COO
Industry Venture Capital & Private Equity
Experience
The TriCycle Group, LLC January 2013 - Present
Avista Capital Partners October 2010 - December 2012
The TriCycle Group, LLC February 2006 - October 2010
Evercore Partners 2005 - 2006
Credit Suisse 2002 - 2004
Donaldson, Lufkin & Jenrette February 1992 - September 2002
Oxford Capital Partners 1986 - 1991
Lehman Brothers 1982 - 1985
Strategic Information Group 1980 - 1982
Skills
Venture Capital, Private Equity, Compliance, Investran, Investor Relations, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer, TheNextRound, Equitrak, Consulting, Project Management, Operations Management, Alternative Investments, Financial Services, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Asset Management, Management, Investment Management, Financial Reporting, Finance, Management Consulting, Corporate Governance, Fund Administration, Fund Accounting, Securities, Investments, Equities, Mergers & Acquisitions, Investment Banking, Hedge Funds, Corporate Finance, Mergers
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1977 — 1981
BS, Botany
Hopkins School 1971 — 1977
The TriCycle Group, LLC January 2013 - Present
Avista Capital Partners October 2010 - December 2012
The TriCycle Group, LLC February 2006 - October 2010
Evercore Partners 2005 - 2006
Credit Suisse 2002 - 2004
Donaldson, Lufkin & Jenrette February 1992 - September 2002
Oxford Capital Partners 1986 - 1991
Lehman Brothers 1982 - 1985
Strategic Information Group 1980 - 1982
Skills
Venture Capital, Private Equity, Compliance, Investran, Investor Relations, Chief Financial Officer, Chief Operating Officer, Chief Compliance Officer, TheNextRound, Equitrak, Consulting, Project Management, Operations Management, Alternative Investments, Financial Services, Due Diligence, Financial Modeling, Valuation, Financial Analysis, Asset Management, Management, Investment Management, Financial Reporting, Finance, Management Consulting, Corporate Governance, Fund Administration, Fund Accounting, Securities, Investments, Equities, Mergers & Acquisitions, Investment Banking, Hedge Funds, Corporate Finance, Mergers
Education
Columbia University - Columbia Business School 1985 — 1987
Master of Business Administration (MBA), Accounting and Finance
University of Pennsylvania 1977 — 1981
BS, Botany
Hopkins School 1971 — 1977
Wandy Hoh Wandy Hoh's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job CoFounder & CEO at MeeGenius!
Industry Online Media
Experience
MeeGenius, Inc. January 2009 - Present
Pomona Capital May 2006 - May 2007
CSFB Strategic Partners August 2000 - November 2005
Credit Suisse 2000 - 2005
Donaldson, Lufkin & Jenrette 1999 - 2000
Arthur Andersen 1996 - 1998
Skills
Venture Capital, Mergers, Financial Modeling, Private Equity, Digital Media, Investments, Business Strategy, Product Management, Entrepreneurship, Start-ups, Publishing, Strategy, Hedge Funds, Mergers & Acquisitions, Social Media, Corporate Development, E-commerce, Strategic Partnerships
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
UCLA 1992 — 1995
BA, Economics
MeeGenius, Inc. January 2009 - Present
Pomona Capital May 2006 - May 2007
CSFB Strategic Partners August 2000 - November 2005
Credit Suisse 2000 - 2005
Donaldson, Lufkin & Jenrette 1999 - 2000
Arthur Andersen 1996 - 1998
Skills
Venture Capital, Mergers, Financial Modeling, Private Equity, Digital Media, Investments, Business Strategy, Product Management, Entrepreneurship, Start-ups, Publishing, Strategy, Hedge Funds, Mergers & Acquisitions, Social Media, Corporate Development, E-commerce, Strategic Partnerships
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
UCLA 1992 — 1995
BA, Economics
Patrick Healey, MBA CFP® Patrick Healey, MBA CFP®'s Donaldson, Lufkin & Jenrette Experience October 1996 - November 1999
Job Founder & President at Caliber Financial Partners
Industry Financial Services
Experience
Caliber Financial Partners November 2013 - Present
Dynasty Advisors March 2010 - November 2013
Staten Wealth Strategies, an office of Met Life September 2008 - March 2010
Lynx Capital Partners, LLC August 2007 - March 2008
Lehman Brothers November 1999 - July 2007
Donaldson, Lufkin & Jenrette October 1996 - November 1999
Skills
Investments, Asset Allocation, Alternative Investments, Financial Advisory, Financial Services, Insurance, Mutual Funds, Estate Planning, Strategic Financial..., Asset Management, Stocks, Business Development, Fixed Income, Certified Financial..., Options Strategies, Retirement Planning, Employee Benefits, Equities, Retirement, Commercial Real Estate, Pensions, Charitable Trusts, College Savings Plans, Planned Giving, Microsoft Office, Qualified Retirement..., Hedge Funds, Endowments, Municipal Bonds, Buy-sell Agreements, Trust Management, Section 79 Plans, Mentoring, Business Networking, Staff Development, Staff Management, Public Speaking, Due Diligence, REIT, BDCs, Corporate Finance, Portfolio Management, Oil & Gas Industry, Real Estate Economics, Financial Planning, Finance, Securities, Management, Series 7, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Management and Entrepreneurial Studies
College of the Holy Cross 1992 — 1996
BA, Economics, German, Accounting
Kaplan University 2009 — 2010
Certificate in Financial Planning, Financial Planning and Services
St. Peter's Prepatory School 1988 — 1992
high school diploma, college prep
St. Andrew's Elementary School 1979 — 1988
Diploma, General Studies
Caliber Financial Partners November 2013 - Present
Dynasty Advisors March 2010 - November 2013
Staten Wealth Strategies, an office of Met Life September 2008 - March 2010
Lynx Capital Partners, LLC August 2007 - March 2008
Lehman Brothers November 1999 - July 2007
Donaldson, Lufkin & Jenrette October 1996 - November 1999
Skills
Investments, Asset Allocation, Alternative Investments, Financial Advisory, Financial Services, Insurance, Mutual Funds, Estate Planning, Strategic Financial..., Asset Management, Stocks, Business Development, Fixed Income, Certified Financial..., Options Strategies, Retirement Planning, Employee Benefits, Equities, Retirement, Commercial Real Estate, Pensions, Charitable Trusts, College Savings Plans, Planned Giving, Microsoft Office, Qualified Retirement..., Hedge Funds, Endowments, Municipal Bonds, Buy-sell Agreements, Trust Management, Section 79 Plans, Mentoring, Business Networking, Staff Development, Staff Management, Public Speaking, Due Diligence, REIT, BDCs, Corporate Finance, Portfolio Management, Oil & Gas Industry, Real Estate Economics, Financial Planning, Finance, Securities, Management, Series 7, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 2000 — 2003
MBA, Finance, Management and Entrepreneurial Studies
College of the Holy Cross 1992 — 1996
BA, Economics, German, Accounting
Kaplan University 2009 — 2010
Certificate in Financial Planning, Financial Planning and Services
St. Peter's Prepatory School 1988 — 1992
high school diploma, college prep
St. Andrew's Elementary School 1979 — 1988
Diploma, General Studies
Frank Farrell Frank Farrell's Donaldson, Lufkin & Jenrette Experience December 1997 - February 2000
Job Manager, CIO Advisory Practice at KPMG
Industry Financial Services
Experience
KPMG January 2015 - Present
Bank of America January 2010 - July 2014
Credit Suisse March 2004 - February 2008
Credit Suisse March 2000 - February 2008
Credit Suisse March 2006 - February 2007
Credit Suisse February 2002 - March 2004
Credit Suisse March 2001 - February 2002
Quixi February 2000 - February 2001
Donaldson, Lufkin & Jenrette December 1997 - February 2000
Information Builders December 1994 - December 1997
Skills
Delta One, Swaps, Equity Derivatives, Fixed Income, Equities, Derivatives, Options, Prime Brokerage, FX Options, Back Office, Strategic Planning, Product Management, Trading, Securities Lending, Analysis, Management, Interest Rate Swaps, Trading Strategies, Business Process, Trading Systems, Credit Derivatives, Electronic Trading, C#, Capital Markets, Hedge Funds, Portfolio Management, Securities, Risk Management, Commodity, Corporate Actions, Investments, SDLC, Interest Rate..., Middle Office, Structured Products, Market Data, Investment Banking, Market Risk, Equity Trading, Finance, Bonds, C++, Python, Java, Visual C#, SQL, Perl, VBA
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance/Management
Queens College 1982 — 1986
BA, Computer Science, Math
KPMG January 2015 - Present
Bank of America January 2010 - July 2014
Credit Suisse March 2004 - February 2008
Credit Suisse March 2000 - February 2008
Credit Suisse March 2006 - February 2007
Credit Suisse February 2002 - March 2004
Credit Suisse March 2001 - February 2002
Quixi February 2000 - February 2001
Donaldson, Lufkin & Jenrette December 1997 - February 2000
Information Builders December 1994 - December 1997
Skills
Delta One, Swaps, Equity Derivatives, Fixed Income, Equities, Derivatives, Options, Prime Brokerage, FX Options, Back Office, Strategic Planning, Product Management, Trading, Securities Lending, Analysis, Management, Interest Rate Swaps, Trading Strategies, Business Process, Trading Systems, Credit Derivatives, Electronic Trading, C#, Capital Markets, Hedge Funds, Portfolio Management, Securities, Risk Management, Commodity, Corporate Actions, Investments, SDLC, Interest Rate..., Middle Office, Structured Products, Market Data, Investment Banking, Market Risk, Equity Trading, Finance, Bonds, C++, Python, Java, Visual C#, SQL, Perl, VBA
Education
Columbia University - Columbia Business School 1993 — 1994
MBA, Finance/Management
Queens College 1982 — 1986
BA, Computer Science, Math
dwight canfield dwight canfield's Donaldson, Lufkin & Jenrette Experience 1985 - 2000
Job Executive Director, Incapital LLC
Industry Capital Markets
Experience
Incapital LLC February 2015 - Present
D.A. Davidson Companies December 2013 - February 2015
Pierpont Securities January 2011 - December 2013
Cortview Capital Markets January 2011 - March 2013
Wall Street Access December 2008 - January 2011
Barclays Capital 2002 - 2008
Donaldson, Lufkin & Jenrette 1985 - 2000
Lehman Brothers June 1983 - June 1985
Canadian American Bank August 1979 - June 1982
Northwestern National Bankj June 1977 - August 1979
Skills
Capital Markets, Fixed Income, Equities, Trading, Derivatives, Hedge Funds, Options, Alternative Investments, Bloomberg, Series 7, Securities, Investments
Education
Kellogg School of Management 1982 — 1983
Master of Business Administration (M.B.A.), Finance
Colorado State University 1973 — 1977
Bachelor's degree, BS Business
Incapital LLC February 2015 - Present
D.A. Davidson Companies December 2013 - February 2015
Pierpont Securities January 2011 - December 2013
Cortview Capital Markets January 2011 - March 2013
Wall Street Access December 2008 - January 2011
Barclays Capital 2002 - 2008
Donaldson, Lufkin & Jenrette 1985 - 2000
Lehman Brothers June 1983 - June 1985
Canadian American Bank August 1979 - June 1982
Northwestern National Bankj June 1977 - August 1979
Skills
Capital Markets, Fixed Income, Equities, Trading, Derivatives, Hedge Funds, Options, Alternative Investments, Bloomberg, Series 7, Securities, Investments
Education
Kellogg School of Management 1982 — 1983
Master of Business Administration (M.B.A.), Finance
Colorado State University 1973 — 1977
Bachelor's degree, BS Business
Paul Galant Paul Galant's Donaldson, Lufkin & Jenrette Experience March 1997 - November 2000
Job CEO Verifone Systems
Industry Financial Services
Experience
Verifone October 2013 - Present
Citi November 2010 - September 2013
Citi March 2008 - November 2010
Citi January 2006 - March 2008
Citi June 2002 - January 2006
Citi November 2000 - June 2002
Donaldson, Lufkin & Jenrette March 1997 - November 2000
Smith Barney January 1995 - February 1997
CS First Boston October 1990 - January 1995
Education
Cornell University 1986 — 1990
Bachelor of Science (BS), Economics
Verifone October 2013 - Present
Citi November 2010 - September 2013
Citi March 2008 - November 2010
Citi January 2006 - March 2008
Citi June 2002 - January 2006
Citi November 2000 - June 2002
Donaldson, Lufkin & Jenrette March 1997 - November 2000
Smith Barney January 1995 - February 1997
CS First Boston October 1990 - January 1995
Education
Cornell University 1986 — 1990
Bachelor of Science (BS), Economics
Michael Kidd Michael Kidd's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Financial Services and Private Equity COO/CFO/Board Member
Industry Investment Management
Experience
EIIB - Rasmala 2011 - September 2014
Various Board Positions 2010 - 2014
Rasmala Investments 2009 - 2011
Swicorp Private Equity 2008 - 2009
CIBC Capital Partners / CIBC World Markets 2002 - 2008
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
McKinsey & Company August 1995 - August 1998
Skills
Private Equity, Investment Banking, Mergers, Mutual Funds, Asset Management, Mergers & Acquisitions, Capital Markets, Venture Capital, Emerging Markets, Corporate Finance, Valuation, Due Diligence, Financial Analysis, Management
Education
Harvard Business School 1998 — 2000
MBA
Thayer School of Engineering 1994 — 1995
BE
Dartmouth College 1991 — 1995
BA
EIIB - Rasmala 2011 - September 2014
Various Board Positions 2010 - 2014
Rasmala Investments 2009 - 2011
Swicorp Private Equity 2008 - 2009
CIBC Capital Partners / CIBC World Markets 2002 - 2008
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
McKinsey & Company August 1995 - August 1998
Skills
Private Equity, Investment Banking, Mergers, Mutual Funds, Asset Management, Mergers & Acquisitions, Capital Markets, Venture Capital, Emerging Markets, Corporate Finance, Valuation, Due Diligence, Financial Analysis, Management
Education
Harvard Business School 1998 — 2000
MBA
Thayer School of Engineering 1994 — 1995
BE
Dartmouth College 1991 — 1995
BA
Ari Cooperman Ari Cooperman's Donaldson, Lufkin & Jenrette Experience 1996 - 1996
Job Quantitative Analyst/Software Engineer
Industry Investment Banking
Experience
Barclays Capital September 2008 - September 2014
Lehman Brothers November 2005 - September 2008
Citi 2003 - 2005
Thomson Financial 2002 - 2003
Sapient 2000 - 2002
CSC 1999 - 2000
Robert Half 1998 - 1999
Vail Resorts 1997 - 1998
Donaldson, Lufkin & Jenrette 1996 - 1996
Skills
Quantitative Finance, Equity Derivatives, Java, Programming, Market Data, Trading, Equities, Trading Systems, Market Making, Fixed Income, Investment Banking, Options, Electronic Trading, Databases, Financial Markets, Equity Trading, Derivatives, Capital Markets, Series 7, Securities, Hedge Funds, Valuation, Investments, Financial Services, Eclipse RCP, Swing, SQL, MySQL, Maven, JMS, JDBC, GNU/Linux, SWT, Ant, Git, C++, Servlets, JFreeChart, Risk Management, Financial Modeling, Strategy, Analysis, Portfolio Management
Education
Cornell University 1993 — 1997
Bachelor’s Degree, Financial Management
Columbia University 2004 — 2005
Postbaccalaureate Certificate, Quantitative Studies for Finance
Santa Monica College 2014 — 2015
Barclays Capital September 2008 - September 2014
Lehman Brothers November 2005 - September 2008
Citi 2003 - 2005
Thomson Financial 2002 - 2003
Sapient 2000 - 2002
CSC 1999 - 2000
Robert Half 1998 - 1999
Vail Resorts 1997 - 1998
Donaldson, Lufkin & Jenrette 1996 - 1996
Skills
Quantitative Finance, Equity Derivatives, Java, Programming, Market Data, Trading, Equities, Trading Systems, Market Making, Fixed Income, Investment Banking, Options, Electronic Trading, Databases, Financial Markets, Equity Trading, Derivatives, Capital Markets, Series 7, Securities, Hedge Funds, Valuation, Investments, Financial Services, Eclipse RCP, Swing, SQL, MySQL, Maven, JMS, JDBC, GNU/Linux, SWT, Ant, Git, C++, Servlets, JFreeChart, Risk Management, Financial Modeling, Strategy, Analysis, Portfolio Management
Education
Cornell University 1993 — 1997
Bachelor’s Degree, Financial Management
Columbia University 2004 — 2005
Postbaccalaureate Certificate, Quantitative Studies for Finance
Santa Monica College 2014 — 2015
Robert J. Hartmann Robert J. Hartmann's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job The Hartmann Group
Industry Financial Services
Experience
The Hartmann Group January 2012 - Present
ZAN Partners June 2010 - June 2011
Cantor Fitzgerald July 2009 - December 2009
Picus Capital Management 2004 - 2009
WestLB Panmure 1999 - 2004
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Hedge Funds, Investment Strategies, High Yield, Capital Markets, Fixed Income, Credit, Investment Banking, Equities, Portfolio Management, Trading, Alternative Investments, Private Equity, Asset Management, Management, Emerging Markets
Education
Connecticut College 1975 — 1979
BS, Government and Economics
American College in Paris 1978 — 1978
Guilford High
The Hartmann Group January 2012 - Present
ZAN Partners June 2010 - June 2011
Cantor Fitzgerald July 2009 - December 2009
Picus Capital Management 2004 - 2009
WestLB Panmure 1999 - 2004
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Hedge Funds, Investment Strategies, High Yield, Capital Markets, Fixed Income, Credit, Investment Banking, Equities, Portfolio Management, Trading, Alternative Investments, Private Equity, Asset Management, Management, Emerging Markets
Education
Connecticut College 1975 — 1979
BS, Government and Economics
American College in Paris 1978 — 1978
Guilford High
Daniel Bryant's Donaldson, Lufkin & Jenrette Experience 1994 - 1998
Job Chief Executive Officer Sheridan Road Financial
Industry Financial Services
Experience
Sheridan Road Financial January 2005 - Present
Robertson Stephens 1998 - 2003
Donaldson, Lufkin & Jenrette 1994 - 1998
The Equity Group 1992 - 1994
Skills
Investments, Investment Advisory, Mergers & Acquisitions, Securities, Finance, Employee Benefits, Business Strategy, Wealth Management..., FINRA, Management, High Net Worth..., Strategic Planning, Mutual Funds, Asset Allocation, Valuation, Due Diligence, Portfolio Management, Corporate Finance, Investment Strategies, Investment Management, Philanthropy
Education
Dartmouth College
B.A., Government and Spanish
Northwestern University - Kellogg School of Management
M.B.A., Accounting and Finance
Sheridan Road Financial January 2005 - Present
Robertson Stephens 1998 - 2003
Donaldson, Lufkin & Jenrette 1994 - 1998
The Equity Group 1992 - 1994
Skills
Investments, Investment Advisory, Mergers & Acquisitions, Securities, Finance, Employee Benefits, Business Strategy, Wealth Management..., FINRA, Management, High Net Worth..., Strategic Planning, Mutual Funds, Asset Allocation, Valuation, Due Diligence, Portfolio Management, Corporate Finance, Investment Strategies, Investment Management, Philanthropy
Education
Dartmouth College
B.A., Government and Spanish
Northwestern University - Kellogg School of Management
M.B.A., Accounting and Finance
Wendy Spano Bracco Wendy Spano Bracco's Donaldson, Lufkin & Jenrette Experience August 1998 - April 2000
Job Administrative Assistant at PepsiCo
Industry Food & Beverages
Experience
PepsiCo March 2013 - Present
Kelly Services February 2010 - March 2013
Trafigura September 2009 - January 2010
RBS Sempra Metals & Concentrates plc April 2004 - September 2009
RBS Sempra Commodities June 2002 - June 2004
Credit Suisse April 2000 - October 2001
Donaldson, Lufkin & Jenrette August 1998 - April 2000
Skills
Customer Service, Strategic Planning, Event Planning, Microsoft Office, Public Speaking, Management, Team Building, Budgets, Microsoft Excel, Outlook
Education
Drew University 1996 — 1998
Bachelor's degree, Economics
Rollins College 1994 — 1996
Economics
PepsiCo March 2013 - Present
Kelly Services February 2010 - March 2013
Trafigura September 2009 - January 2010
RBS Sempra Metals & Concentrates plc April 2004 - September 2009
RBS Sempra Commodities June 2002 - June 2004
Credit Suisse April 2000 - October 2001
Donaldson, Lufkin & Jenrette August 1998 - April 2000
Skills
Customer Service, Strategic Planning, Event Planning, Microsoft Office, Public Speaking, Management, Team Building, Budgets, Microsoft Excel, Outlook
Education
Drew University 1996 — 1998
Bachelor's degree, Economics
Rollins College 1994 — 1996
Economics
Nancy Beer Nancy Beer's Donaldson, Lufkin & Jenrette Experience August 1986 - August 1988
Job Managing Director, North America
Industry Management Consulting
Experience
Mobius Executive Leadership January 2015 - Present
Halcyon Incubator Fellow Program September 2014 - Present
Georgetown University June 2010 - April 2015
CGI May 2009 - May 2010
BoardSource February 2005 - November 2007
Kauffman Foundation April 1991 - June 2001
Connie Lee 1994 - 1995
Donaldson, Lufkin & Jenrette August 1986 - August 1988
Skills
Strategy, Leadership, New Business Development, Program Management, Strategic Planning, Non-profits, Strategic Partnerships, Fundraising, Management, Nonprofits, Change Management, Business Planning, Entrepreneurship, Executive Management, Strategic Communications, Marketing, Leadership Development, International Relations, Consulting, Recruiting, Management Consulting, Project Planning, Philanthropy, Public Speaking, Public Relations, Volunteer Management, Organizational..., Corporate Social..., Start-ups, Business Development, Program Development, Proposal Writing, Government, Policy
Education
Harvard University Kennedy School of Government 1984 — 1986
Master of Public Policy, Economics and Public Finance
Cornell University 1976 — 1980
Bachelors of Science, Communication Arts and Public Policy
Georgetown University 2012 — 2013
Leadership Coaching Certificate Program, Executive Leadership Coaching
Mobius Executive Leadership January 2015 - Present
Halcyon Incubator Fellow Program September 2014 - Present
Georgetown University June 2010 - April 2015
CGI May 2009 - May 2010
BoardSource February 2005 - November 2007
Kauffman Foundation April 1991 - June 2001
Connie Lee 1994 - 1995
Donaldson, Lufkin & Jenrette August 1986 - August 1988
Skills
Strategy, Leadership, New Business Development, Program Management, Strategic Planning, Non-profits, Strategic Partnerships, Fundraising, Management, Nonprofits, Change Management, Business Planning, Entrepreneurship, Executive Management, Strategic Communications, Marketing, Leadership Development, International Relations, Consulting, Recruiting, Management Consulting, Project Planning, Philanthropy, Public Speaking, Public Relations, Volunteer Management, Organizational..., Corporate Social..., Start-ups, Business Development, Program Development, Proposal Writing, Government, Policy
Education
Harvard University Kennedy School of Government 1984 — 1986
Master of Public Policy, Economics and Public Finance
Cornell University 1976 — 1980
Bachelors of Science, Communication Arts and Public Policy
Georgetown University 2012 — 2013
Leadership Coaching Certificate Program, Executive Leadership Coaching
Ryan Fennelly Ryan Fennelly's Donaldson, Lufkin & Jenrette Experience 1996 - 1999
Job Director at TD Bank Group
Industry Banking
Experience
TD Bank Group May 2011 - Present
RBC 2007 - 2011
Credit Suisse 1999 - 2007
Merrill Lynch 2004 - 2005
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Capital Markets, Fixed Income, Trading, Bloomberg, Derivatives, Bonds, Hedge Funds, Investments, Equities, Interest Rate..., Risk Management, Investment Banking, Electronic Trading, FX Options, Series 7, Options, Structured Finance, Portfolio Management, Securities, Financial Markets, Structured Products, Swaps, Trading Systems
Education
Cornell University 1993 — 1996
B.S., Applied Economics and Business Management
Chaminade HIGH SCHOOL
TD Bank Group May 2011 - Present
RBC 2007 - 2011
Credit Suisse 1999 - 2007
Merrill Lynch 2004 - 2005
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Capital Markets, Fixed Income, Trading, Bloomberg, Derivatives, Bonds, Hedge Funds, Investments, Equities, Interest Rate..., Risk Management, Investment Banking, Electronic Trading, FX Options, Series 7, Options, Structured Finance, Portfolio Management, Securities, Financial Markets, Structured Products, Swaps, Trading Systems
Education
Cornell University 1993 — 1996
B.S., Applied Economics and Business Management
Chaminade HIGH SCHOOL
Tom Ritchie, CFA Tom Ritchie, CFA's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Managing Director Debt Capital Markets at Credit Suisse
Industry Capital Markets
Experience
Credit Suisse 2000 - Present
Donaldson, Lufkin & Jenrette 1997 - 2000
J.P. Morgan 1994 - 1997
The Boston Financial Group 1989 - 1992
Skills
Capital Markets, Fixed Income, Derivatives, Corporate Finance, Investment Banking, Structured Products, Portfolio Management, Credit Risk, Financial Modeling, Bloomberg, Financial Markets, Hedge Funds, Investments, Structured Finance, Trading
Education
Yale University - Yale School of Management 1992 — 1994
Master of Public and Private Management (MPPM)
Cornell University 1985 — 1989
Bachelor of Science (B.S.)
Credit Suisse 2000 - Present
Donaldson, Lufkin & Jenrette 1997 - 2000
J.P. Morgan 1994 - 1997
The Boston Financial Group 1989 - 1992
Skills
Capital Markets, Fixed Income, Derivatives, Corporate Finance, Investment Banking, Structured Products, Portfolio Management, Credit Risk, Financial Modeling, Bloomberg, Financial Markets, Hedge Funds, Investments, Structured Finance, Trading
Education
Yale University - Yale School of Management 1992 — 1994
Master of Public and Private Management (MPPM)
Cornell University 1985 — 1989
Bachelor of Science (B.S.)
Jim Frawley Jim Frawley's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Senior Managing Director and Head of US M&A at Macquarie Capital
Industry Investment Banking
Experience
Macquarie Capital September 2012 - Present
FBR Capital Markets February 2007 - September 2012
Legacy Partners Group January 2003 - February 2007
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
The Beacon Group 1997 - 1999
The Bridgeford Group 1989 - 1997
Education
Columbia Business School 1987 — 1989
MBA, Finance, Accounting
University of Pennsylvania 1982 — 1986
BA, English, Economics
Regis High School
Macquarie Capital September 2012 - Present
FBR Capital Markets February 2007 - September 2012
Legacy Partners Group January 2003 - February 2007
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
The Beacon Group 1997 - 1999
The Bridgeford Group 1989 - 1997
Education
Columbia Business School 1987 — 1989
MBA, Finance, Accounting
University of Pennsylvania 1982 — 1986
BA, English, Economics
Regis High School
Anita Knotts's Donaldson, Lufkin & Jenrette Experience June 1994 - August 1999
Job Senior Vice President, Wealth Management
Industry Financial Services
Experience
Calamos Investments August 2002 - Present
Wells Fargo Brokerage Services October 1999 - May 2002
Donaldson, Lufkin & Jenrette June 1994 - August 1999
Skills
Team Leadership, Wealth Management, Investments
Education
DePaul University 1996 — 1999
MBA, Finance
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science, Economics
Calamos Investments August 2002 - Present
Wells Fargo Brokerage Services October 1999 - May 2002
Donaldson, Lufkin & Jenrette June 1994 - August 1999
Skills
Team Leadership, Wealth Management, Investments
Education
DePaul University 1996 — 1999
MBA, Finance
University of Illinois at Urbana-Champaign 1988 — 1992
Bachelor of Science, Economics
John H Slattery John H Slattery's Donaldson, Lufkin & Jenrette Experience January 1977 - December 1978
Job Real Estate Sales at The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group, 660 Madison Avenue, New York, NY 10065 April 2009 - Present
Cleary Gottlieb Steen & Hamilton June 2000 - March 2008
Cleary Gottlieb Steen & Hamilton May 1992 - May 2000
Pan Atlantic Group, Inc January 1979 - April 1992
Donaldson, Lufkin & Jenrette January 1977 - December 1978
Equitable Life Assurance Society of the US 1974 - 1977
US Army -- Active Duty, Infantry January 1969 - December 1970
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Real Estate Development, Investment Properties, Negotiation, Valuation, Leases, Commercial Real Estate, Investment Analysis, Co-ops & Condos, Townhouses, Co-ops, Residential Homes, Brokerage, Townhomes, Luxury, Relocation, Investments, Finance, Condos, Investors, Sellers, Real Estate Financing, Apartments, Rentals, Buyers
Education
Columbia University - Columbia Business School 1971 — 1972
MBA, Finance
Columbia College 1964 — 1968
BA, Government
South Kent School 1960 — 1964
Diploma, High School
St Bernard's School 1952 — 1960
Diploma
The Corcoran Group, 660 Madison Avenue, New York, NY 10065 April 2009 - Present
Cleary Gottlieb Steen & Hamilton June 2000 - March 2008
Cleary Gottlieb Steen & Hamilton May 1992 - May 2000
Pan Atlantic Group, Inc January 1979 - April 1992
Donaldson, Lufkin & Jenrette January 1977 - December 1978
Equitable Life Assurance Society of the US 1974 - 1977
US Army -- Active Duty, Infantry January 1969 - December 1970
Skills
Real Estate, Real Estate Transactions, Real Estate Economics, Real Estate Development, Investment Properties, Negotiation, Valuation, Leases, Commercial Real Estate, Investment Analysis, Co-ops & Condos, Townhouses, Co-ops, Residential Homes, Brokerage, Townhomes, Luxury, Relocation, Investments, Finance, Condos, Investors, Sellers, Real Estate Financing, Apartments, Rentals, Buyers
Education
Columbia University - Columbia Business School 1971 — 1972
MBA, Finance
Columbia College 1964 — 1968
BA, Government
South Kent School 1960 — 1964
Diploma, High School
St Bernard's School 1952 — 1960
Diploma
Timothy J. Mayopoulos Timothy J. Mayopoulos's Donaldson, Lufkin & Jenrette Experience April 1996 - November 2000
Job President and Chief Executive Officer at Fannie Mae
Industry Financial Services
Experience
Fannie Mae June 2012 - Present
Fannie Mae 2009 - June 2012
Bank of America January 2004 - December 2008
Deutsche Bank January 2002 - January 2004
Credit Suisse November 2000 - May 2001
Donaldson, Lufkin & Jenrette April 1996 - November 2000
Office of the Independent Counsel, Madison Guaranty Savings & Loan (Whitewater) October 1994 - April 1996
Davis Polk & Wardwell October 1986 - September 1994
United States District Court for the Southern District of New York September 1984 - August 1986
Skills
Capital Markets, Corporate Governance, Corporate Law, Credit, Due Diligence, Executive Management, Finance, Fundraising, Investments, Leadership, Loans, Management, Mergers, Mergers, Mortgage Lending, Real Estate Transactions, Risk Management, Securities, Securities Regulation, Strategy
Education
New York University School of Law
J.D.
Cornell University
A.B.
Fannie Mae June 2012 - Present
Fannie Mae 2009 - June 2012
Bank of America January 2004 - December 2008
Deutsche Bank January 2002 - January 2004
Credit Suisse November 2000 - May 2001
Donaldson, Lufkin & Jenrette April 1996 - November 2000
Office of the Independent Counsel, Madison Guaranty Savings & Loan (Whitewater) October 1994 - April 1996
Davis Polk & Wardwell October 1986 - September 1994
United States District Court for the Southern District of New York September 1984 - August 1986
Skills
Capital Markets, Corporate Governance, Corporate Law, Credit, Due Diligence, Executive Management, Finance, Fundraising, Investments, Leadership, Loans, Management, Mergers, Mergers, Mortgage Lending, Real Estate Transactions, Risk Management, Securities, Securities Regulation, Strategy
Education
New York University School of Law
J.D.
Cornell University
A.B.
Larry Roseman's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Corporate Development at eBay
Industry Internet
Experience
eBay Inc March 2015 - Present
eBay Inc April 2013 - Present
Guggenheim Securities, LLC June 2009 - March 2013
JP Morgan June 2008 - February 2009
Bear Stearns August 2001 - May 2008
Donaldson, Lufkin & Jenrette 2000 - 2000
Ernst & Young 1995 - 2000
Skills
Corporate Development, Mergers & Acquisitions, Valuation, Strategy, Investment Banking, Due Diligence, Financial Modeling, Corporate Finance, Financial Projection, Accounting, Auditing, Capital Markets, Capital Allocation, Investments, Private Equity, E-commerce, Payments, Media, Digital Media, TMT, Financial Statement..., Financial Analysis
Education
Columbia University - Columbia Business School
MBA
London School of Economics and Political Science
Study Abroad
State University of New York at Buffalo
BS, Accounting
eBay Inc March 2015 - Present
eBay Inc April 2013 - Present
Guggenheim Securities, LLC June 2009 - March 2013
JP Morgan June 2008 - February 2009
Bear Stearns August 2001 - May 2008
Donaldson, Lufkin & Jenrette 2000 - 2000
Ernst & Young 1995 - 2000
Skills
Corporate Development, Mergers & Acquisitions, Valuation, Strategy, Investment Banking, Due Diligence, Financial Modeling, Corporate Finance, Financial Projection, Accounting, Auditing, Capital Markets, Capital Allocation, Investments, Private Equity, E-commerce, Payments, Media, Digital Media, TMT, Financial Statement..., Financial Analysis
Education
Columbia University - Columbia Business School
MBA
London School of Economics and Political Science
Study Abroad
State University of New York at Buffalo
BS, Accounting
Jacqueline Weiner Jacqueline Weiner's Donaldson, Lufkin & Jenrette Experience July 1996 - December 1999
Job Real Estate at The Corcoran Group
Industry Real Estate
Experience
The Corcoran Group January 2013 - Present
Goldman Sachs July 2010 - September 2011
Blaylock January 2003 - March 2006
ING Barings December 1999 - December 2002
Donaldson, Lufkin & Jenrette July 1996 - December 1999
Skills
Residential Investment..., Real Estate Valuations, New Construction, Private Listings, Portfolio Management, Trading, Investments, Equities, Hedge Funds, Pricing Analysis
Education
Columbia Business School
MBA, Finance
University of Pennsylvania
BA, Economics
The Corcoran Group January 2013 - Present
Goldman Sachs July 2010 - September 2011
Blaylock January 2003 - March 2006
ING Barings December 1999 - December 2002
Donaldson, Lufkin & Jenrette July 1996 - December 1999
Skills
Residential Investment..., Real Estate Valuations, New Construction, Private Listings, Portfolio Management, Trading, Investments, Equities, Hedge Funds, Pricing Analysis
Education
Columbia Business School
MBA, Finance
University of Pennsylvania
BA, Economics
Joe Adipietro's Donaldson, Lufkin & Jenrette Experience November 1996 - January 2000
Job Investment Management | CFO | COO | Private Equity
Industry Investment Management
Experience
Bayberry Capital Management October 2008 - Present
CoveView Advisors July 2011 - March 2012
Credit Suisse January 2000 - October 2007
Donaldson, Lufkin & Jenrette November 1996 - January 2000
Citicorp Securities June 1991 - November 1996
Bond Technologies April 1989 - September 1990
Andersen Consulting September 1987 - April 1989
Skills
Investment Banking, Investments, Capital Markets, Valuation, Business Development, Private Equity, Capital Raising, Start-ups, Mutual Funds, Equities, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Venture Capital, Management, Due Diligence, Fixed Income, Asset Management, Cash Flow Lending, Asset Based Lending
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance & International Business
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
Bayberry Capital Management October 2008 - Present
CoveView Advisors July 2011 - March 2012
Credit Suisse January 2000 - October 2007
Donaldson, Lufkin & Jenrette November 1996 - January 2000
Citicorp Securities June 1991 - November 1996
Bond Technologies April 1989 - September 1990
Andersen Consulting September 1987 - April 1989
Skills
Investment Banking, Investments, Capital Markets, Valuation, Business Development, Private Equity, Capital Raising, Start-ups, Mutual Funds, Equities, Financial Modeling, Corporate Finance, Mergers & Acquisitions, Portfolio Management, Venture Capital, Management, Due Diligence, Fixed Income, Asset Management, Cash Flow Lending, Asset Based Lending
Education
The University of Chicago Booth School of Business 1990 — 1992
MBA, Finance & International Business
Columbia University in the City of New York 1983 — 1987
BS, Computer Science
scott buckler scott buckler's Donaldson, Lufkin & Jenrette Experience June 1988 - March 1997
Job
Industry Financial Services
Experience
Walker & Dunlop January 2013 - Present
CW Financial Services LLC January 2008 - December 2012
CWCapital September 2005 - December 2007
CWCapital Investments May 2003 - August 2005
Donaldson, Lufkin & Jenrette June 1988 - March 1997
Kidder Peabody June 1984 - May 1988
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Modeling, Valuation, Portfolio Management, Loans, Due Diligence, Commercial Real Estate, Real Estate, Asset Management, Financial Analysis, Mergers & Acquisitions, Funding, CMBS
Education
Drexel University 1980 — 1984
Bachelor of Science (BS), Finance and Computer Systems Management
Walker & Dunlop January 2013 - Present
CW Financial Services LLC January 2008 - December 2012
CWCapital September 2005 - December 2007
CWCapital Investments May 2003 - August 2005
Donaldson, Lufkin & Jenrette June 1988 - March 1997
Kidder Peabody June 1984 - May 1988
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop, Financial Modeling, Valuation, Portfolio Management, Loans, Due Diligence, Commercial Real Estate, Real Estate, Asset Management, Financial Analysis, Mergers & Acquisitions, Funding, CMBS
Education
Drexel University 1980 — 1984
Bachelor of Science (BS), Finance and Computer Systems Management
Andy Lufkin's Donaldson, Lufkin & Jenrette Experience 1985 - 1997
Job CFO, Senior Managing Director at Delafield Hambrecht, Inc.
Industry Investment Banking
Experience
Delafield Hambrecht, Inc. September 2003 - Present
WR Hambrecht + Co 2001 - 2003
Donaldson, Lufkin & Jenrette 1985 - 1997
Education
Harvard Business School 1988 — 1990
MBA
Colby College 1980 — 1984
BA
Charles Wright Academy 1976 — 1980
Delafield Hambrecht, Inc. September 2003 - Present
WR Hambrecht + Co 2001 - 2003
Donaldson, Lufkin & Jenrette 1985 - 1997
Education
Harvard Business School 1988 — 1990
MBA
Colby College 1980 — 1984
BA
Charles Wright Academy 1976 — 1980
Gene Huang's Donaldson, Lufkin & Jenrette Experience January 1995 - September 1997
Job VP at JP Morgan
Industry Capital Markets
Experience
J.P. Morgan January 2010 - Present
HedgeServ January 2008 - January 2010
Citco May 2006 - January 2008
Bear Stearns December 2004 - May 2006
Bank of America February 2004 - November 2004
JP Morgan Chase June 2003 - February 2004
Harborside Plus June 2002 - June 2003
Refco Group September 1999 - June 2002
Random Walk Computing September 1997 - September 1999
Donaldson, Lufkin & Jenrette January 1995 - September 1997
Education
University of Arizona 1991 — 1994
Optical Computing, Pattern Recognition, Image Processing, Neural Networks
Cornell University 1987 — 1991
BSEE, Electrical Engineering
J.P. Morgan January 2010 - Present
HedgeServ January 2008 - January 2010
Citco May 2006 - January 2008
Bear Stearns December 2004 - May 2006
Bank of America February 2004 - November 2004
JP Morgan Chase June 2003 - February 2004
Harborside Plus June 2002 - June 2003
Refco Group September 1999 - June 2002
Random Walk Computing September 1997 - September 1999
Donaldson, Lufkin & Jenrette January 1995 - September 1997
Education
University of Arizona 1991 — 1994
Optical Computing, Pattern Recognition, Image Processing, Neural Networks
Cornell University 1987 — 1991
BSEE, Electrical Engineering
Deborah Seife's Donaldson, Lufkin & Jenrette Experience 1989 - 1992
Job
Industry Financial Services
Experience
Fitch Ratings 2006 - Present
Fitch Ratings 1998 - 2006
Fitch Ratings 1997 - 1998
Fitch Ratings 1996 - 1997
FGIC 1995 - 1996
FGIC 1992 - 1995
Donaldson, Lufkin & Jenrette 1989 - 1992
Skills
Project Management, Cross-functional..., Collaborative Problem..., Interpersonal..., Strategic Thinking, Analytical Skills, Managerial Skills, Building Relationships
Education
Columbia University - Columbia Business School 1987 — 1989
MBA
Wellesley College 1980 — 1984
AB
Fitch Ratings 2006 - Present
Fitch Ratings 1998 - 2006
Fitch Ratings 1997 - 1998
Fitch Ratings 1996 - 1997
FGIC 1995 - 1996
FGIC 1992 - 1995
Donaldson, Lufkin & Jenrette 1989 - 1992
Skills
Project Management, Cross-functional..., Collaborative Problem..., Interpersonal..., Strategic Thinking, Analytical Skills, Managerial Skills, Building Relationships
Education
Columbia University - Columbia Business School 1987 — 1989
MBA
Wellesley College 1980 — 1984
AB
Eugene Kim's Donaldson, Lufkin & Jenrette Experience June 1999 - June 2001
Job Chief Operating Officer
Industry Retail
Experience
Pressed Juicery September 2012 - Present
Mexx Canada Company January 2012 - September 2012
The Gores Group December 2008 - September 2012
The Boston Consulting Group August 2006 - December 2008
McCown De Leeuw & Co. June 2001 - June 2004
Donaldson, Lufkin & Jenrette June 1999 - June 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Dartmouth College 1995 — 1999
AB, History, Environmental Engineering
Pressed Juicery September 2012 - Present
Mexx Canada Company January 2012 - September 2012
The Gores Group December 2008 - September 2012
The Boston Consulting Group August 2006 - December 2008
McCown De Leeuw & Co. June 2001 - June 2004
Donaldson, Lufkin & Jenrette June 1999 - June 2001
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA
Dartmouth College 1995 — 1999
AB, History, Environmental Engineering
Joshua Silberstein's Donaldson, Lufkin & Jenrette Experience June 1996 - August 1996
Job President at Kitara Media
Industry Online Media
Experience
Kitara Media December 2013 - January 2015
Healthguru Media September 2005 - December 2013
Citywise Guides February 2002 - March 2004
Brand Equity Ventures August 1997 - March 2001
Donaldson, Lufkin & Jenrette June 1996 - August 1996
Skills
Venture Capital, Entrepreneurship, Competitive Analysis, Business Strategy, Strategic Partnerships, New Media, Start-ups, Management, Video, Marketing, Advertising, Corporate Development, Leadership, Business Development, Online Advertising, Online Marketing, Strategy, Digital Marketing, Digital Media, Digital Strategy, Mergers & Acquisitions, Sales
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Econ (concentrations in Fin/Acct)
Kitara Media December 2013 - January 2015
Healthguru Media September 2005 - December 2013
Citywise Guides February 2002 - March 2004
Brand Equity Ventures August 1997 - March 2001
Donaldson, Lufkin & Jenrette June 1996 - August 1996
Skills
Venture Capital, Entrepreneurship, Competitive Analysis, Business Strategy, Strategic Partnerships, New Media, Start-ups, Management, Video, Marketing, Advertising, Corporate Development, Leadership, Business Development, Online Advertising, Online Marketing, Strategy, Digital Marketing, Digital Media, Digital Strategy, Mergers & Acquisitions, Sales
Education
Columbia University - Columbia Business School 2003 — 2005
MBA
University of Pennsylvania - The Wharton School 1993 — 1997
BS, Econ (concentrations in Fin/Acct)
Janine Shelffo's Donaldson, Lufkin & Jenrette Experience August 1995 - December 2000
Job
Industry Investment Banking
Experience
UBS Investment Bank October 2008 - Present
Lehman Brothers August 2004 - October 2008
Credit Suisse First Boston December 2000 - August 2004
Donaldson, Lufkin & Jenrette August 1995 - December 2000
Drexel Burnham Lambert 1989 - 1990
Education
Columbia University - Columbia Business School 1994 — 1995
MBA
Georgetown University 1985 — 1989
BS
UBS Investment Bank October 2008 - Present
Lehman Brothers August 2004 - October 2008
Credit Suisse First Boston December 2000 - August 2004
Donaldson, Lufkin & Jenrette August 1995 - December 2000
Drexel Burnham Lambert 1989 - 1990
Education
Columbia University - Columbia Business School 1994 — 1995
MBA
Georgetown University 1985 — 1989
BS
Satish Natu's Donaldson, Lufkin & Jenrette Experience January 1999 - December 2000
Job Senior Consultant at Citadel LLC
Industry Financial Services
Experience
Citadel LLC January 2015 - Present
Softech Consulting Ltd. October 2013 - August 2014
Credit Suisse June 2003 - July 2013
Bear Stearns April 2002 - June 2003
i-Deal.com(Merrill Lynch) December 2000 - April 2002
Donaldson, Lufkin & Jenrette January 1999 - December 2000
SG Cowen January 1998 - December 1998
Merrill Lynch February 1997 - January 1998
Skills
C#, Design Patterns, Equity Trading, Investment Banking, Program Trading, Derivatives, Market Data, Equities, Financial Markets, Prime Brokerage, Trading, Trading Systems, Hedge Funds, Electronic Trading, Capital Markets, Equity Derivatives, Fixed Income, Multithreading, Low Latency, Options, Bloomberg, C++
Education
Drexel University 1983 — 1984
Citadel LLC January 2015 - Present
Softech Consulting Ltd. October 2013 - August 2014
Credit Suisse June 2003 - July 2013
Bear Stearns April 2002 - June 2003
i-Deal.com(Merrill Lynch) December 2000 - April 2002
Donaldson, Lufkin & Jenrette January 1999 - December 2000
SG Cowen January 1998 - December 1998
Merrill Lynch February 1997 - January 1998
Skills
C#, Design Patterns, Equity Trading, Investment Banking, Program Trading, Derivatives, Market Data, Equities, Financial Markets, Prime Brokerage, Trading, Trading Systems, Hedge Funds, Electronic Trading, Capital Markets, Equity Derivatives, Fixed Income, Multithreading, Low Latency, Options, Bloomberg, C++
Education
Drexel University 1983 — 1984
Alex Norton's Donaldson, Lufkin & Jenrette Experience June 1996 - July 1998
Job Executive Director/ Portfolio Manager at Morgan Stanley
Industry Investment Management
Experience
Morgan Stanley Investment Management July 2000 - Present
Donaldson, Lufkin & Jenrette June 1996 - July 1998
Cantor Fitzgerald September 1993 - June 1996
Skills
Equities, Portfolio Management, Investments, Equity Research, Hedge Funds, Alternative Investments, Bonds, Investment Management, Bloomberg, Asset Management, Fixed Income, Asset Allocation, Capital Markets, Emerging Markets, Private Equity, Series 7, Valuation, Equity Valuation, Series 63, Securities
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Pennsylvania 1989 — 1993
Bachelor of Arts, History
Middlesex School 1986 — 1989
High School
Morgan Stanley Investment Management July 2000 - Present
Donaldson, Lufkin & Jenrette June 1996 - July 1998
Cantor Fitzgerald September 1993 - June 1996
Skills
Equities, Portfolio Management, Investments, Equity Research, Hedge Funds, Alternative Investments, Bonds, Investment Management, Bloomberg, Asset Management, Fixed Income, Asset Allocation, Capital Markets, Emerging Markets, Private Equity, Series 7, Valuation, Equity Valuation, Series 63, Securities
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, Finance
University of Pennsylvania 1989 — 1993
Bachelor of Arts, History
Middlesex School 1986 — 1989
High School
Michael McManus's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Managing Director at Imperial Capital
Industry Investment Banking
Experience
Imperial Capital December 2007 - Present
USBX Advisory Services August 2005 - November 2007
SmallCap Corporate Advisors, LLC October 2004 - December 2005
Jefferies Quarterdeck September 2002 - September 2004
Donaldson, Lufkin & Jenrette 1996 - 2000
US Army 1989 - 1992
Skills
Mergers, LBO, Private Equity, Security, Due Diligence, Valuation, Investment Banking, Financial Modeling, Venture Capital
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (B.S.), Computer Science
Imperial Capital December 2007 - Present
USBX Advisory Services August 2005 - November 2007
SmallCap Corporate Advisors, LLC October 2004 - December 2005
Jefferies Quarterdeck September 2002 - September 2004
Donaldson, Lufkin & Jenrette 1996 - 2000
US Army 1989 - 1992
Skills
Mergers, LBO, Private Equity, Security, Due Diligence, Valuation, Investment Banking, Financial Modeling, Venture Capital
Education
Cornell University - Johnson Graduate School of Management 1994 — 1996
MBA, Finance
United States Military Academy at West Point 1985 — 1989
Bachelor of Science (B.S.), Computer Science
Brian Zaumeyer's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job Principal at Odyssey Investment Partners
Industry Investment Management
Experience
Odyssey Investment Partners 2009 - Present
DLJ Merchant Banking Partners January 2006 - 2009
Credit Suisse First Bostton 2003 - 2005
Donaldson, Lufkin & Jenrette 1999 - 2001
Skills
Valuation, LBO, Financial Modeling, Private Placements, Special Situations, Venture Capital, Corporate Development, High Yield, Growth Capital, Investment Banking, Buyouts, Capital Raising, Private Equity, M&A experience, Leveraged Finance, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, MBA
Georgetown University 1990 — 1994
Bachelor of Science (B.S.)
Odyssey Investment Partners 2009 - Present
DLJ Merchant Banking Partners January 2006 - 2009
Credit Suisse First Bostton 2003 - 2005
Donaldson, Lufkin & Jenrette 1999 - 2001
Skills
Valuation, LBO, Financial Modeling, Private Placements, Special Situations, Venture Capital, Corporate Development, High Yield, Growth Capital, Investment Banking, Buyouts, Capital Raising, Private Equity, M&A experience, Leveraged Finance, Mergers & Acquisitions
Education
Columbia University - Columbia Business School 1998 — 2000
MBA, MBA
Georgetown University 1990 — 1994
Bachelor of Science (B.S.)
Peter Schaeffer's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Principal at GlassRatner Advisory & Capital Group LLC; CoPresident GlassRatner Securities
Industry Financial Services
Experience
GlassRatner Advisory & Capital Group LLC August 2013 - Present
Carl Marks & Company July 2006 - April 2013
Giuliani Capital Advisors June 2000 - July 2006
Donaldson, Lufkin & Jenrette 1998 - 2000
Dillon Read 1994 - 1998
Steinbach division of AMCENA Corporation July 1990 - June 1992
Bloomingdale's 1985 - 1990
Macy's 1974 - 1985
Skills
Private Equity, Mergers, Strategy, Mergers & Acquisitions, Finance, Equities, Restructuring, Corporate Finance, Due Diligence, Valuation, Financial Modeling, LBO, Leveraged Finance, Investment Banking, Venture Capital, Business Valuation, Financial Analysis, Investments, Capital Markets
Education
Drexel University 1969 — 1974
Bachelor of Science (BS), Retail Manangment and Marketing
GlassRatner Advisory & Capital Group LLC August 2013 - Present
Carl Marks & Company July 2006 - April 2013
Giuliani Capital Advisors June 2000 - July 2006
Donaldson, Lufkin & Jenrette 1998 - 2000
Dillon Read 1994 - 1998
Steinbach division of AMCENA Corporation July 1990 - June 1992
Bloomingdale's 1985 - 1990
Macy's 1974 - 1985
Skills
Private Equity, Mergers, Strategy, Mergers & Acquisitions, Finance, Equities, Restructuring, Corporate Finance, Due Diligence, Valuation, Financial Modeling, LBO, Leveraged Finance, Investment Banking, Venture Capital, Business Valuation, Financial Analysis, Investments, Capital Markets
Education
Drexel University 1969 — 1974
Bachelor of Science (BS), Retail Manangment and Marketing
William Takeuchi's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Marks Baughan Securities
Industry Investment Banking
Experience
Marks Baughan Securities LLC January 2004 - Present
Lightyear Capital 2001 - 2002
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Advent International 1993 - 1995
Skills
Investment Banking, Mergers, Mergers & Acquisitions, Equities, Alternative Investments, M&A experience, Capital Markets, Corporate Finance, Investments, Fixed Income, Private Equity, Corporate Development, Venture Capital, Financial Services, Leveraged Finance, Valuation, Hedge Funds, Due Diligence, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA)
Dartmouth College
Master of Engineering
University of California, Berkeley
Bachelor of Science (BS)
Marks Baughan Securities LLC January 2004 - Present
Lightyear Capital 2001 - 2002
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Advent International 1993 - 1995
Skills
Investment Banking, Mergers, Mergers & Acquisitions, Equities, Alternative Investments, M&A experience, Capital Markets, Corporate Finance, Investments, Fixed Income, Private Equity, Corporate Development, Venture Capital, Financial Services, Leveraged Finance, Valuation, Hedge Funds, Due Diligence, Financial Modeling
Education
University of Pennsylvania - The Wharton School 1995 — 1997
Master of Business Administration (MBA)
Dartmouth College
Master of Engineering
University of California, Berkeley
Bachelor of Science (BS)
Holly Sheffield's Donaldson, Lufkin & Jenrette Experience August 1997 - October 2000
Job Managing Director at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank December 2009 - Present
Credit Suisse November 2000 - December 2009
Donaldson, Lufkin & Jenrette Securities Corp. 1996 - 2001
Donaldson, Lufkin & Jenrette August 1997 - October 2000
Nat West August 1992 - August 1995
NatWest Markets 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Cornell University 1988 — 1992
The Dyson School
RCS
UBS Investment Bank December 2009 - Present
Credit Suisse November 2000 - December 2009
Donaldson, Lufkin & Jenrette Securities Corp. 1996 - 2001
Donaldson, Lufkin & Jenrette August 1997 - October 2000
Nat West August 1992 - August 1995
NatWest Markets 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
MBA
Cornell University 1988 — 1992
The Dyson School
RCS
Annor Ackah's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Managing Partner at Chelsea Capital Advisors, LLC
Industry Venture Capital & Private Equity
Experience
Chelsea Capital Advisors September 2009 - Present
New Century Capital Partners April 2008 - December 2009
Vision Capital Advisors, LLC 2006 - April 2008
Ulysses Financial 2001 - 2007
Wit SoundView 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Cleary, Gottlieb, Steen & Hamilton 1994 - 1996
Education
Columbia Law School 1991 — 1994
JD
Harvard University 1985 — 1989
AB
Episcopal Academy 1979 — 1985
Chelsea Capital Advisors September 2009 - Present
New Century Capital Partners April 2008 - December 2009
Vision Capital Advisors, LLC 2006 - April 2008
Ulysses Financial 2001 - 2007
Wit SoundView 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Cleary, Gottlieb, Steen & Hamilton 1994 - 1996
Education
Columbia Law School 1991 — 1994
JD
Harvard University 1985 — 1989
AB
Episcopal Academy 1979 — 1985
Jordan Richards's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Private Equity Investor at Sverica Capital Management
Industry Financial Services
Experience
Sverica Capital Management 2012 - Present
Sverica Capital Management 2009 - Present
Pequot Capital Management 2006 - 2008
Citadel Investment Group 2004 - 2006
JPMorgan Partners 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Portfolio Management, Investments, Financial Modeling, Strategy, Hedge Funds, Private Equity, Corporate Finance, Investment Banking, Valuation, Business Strategy, Due Diligence, Capital Markets, Equity Research, Venture Capital, Corporate Development, Management, Start-ups, Equities, Alternative Investments, Mergers, Sourcing, Leadership, Business Planning, Management Consulting, Capital, Strategic Planning, Mergers & Acquisitions, M&A experience, Financial Analysis
Education
Dartmouth College
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Sverica Capital Management 2012 - Present
Sverica Capital Management 2009 - Present
Pequot Capital Management 2006 - 2008
Citadel Investment Group 2004 - 2006
JPMorgan Partners 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Portfolio Management, Investments, Financial Modeling, Strategy, Hedge Funds, Private Equity, Corporate Finance, Investment Banking, Valuation, Business Strategy, Due Diligence, Capital Markets, Equity Research, Venture Capital, Corporate Development, Management, Start-ups, Equities, Alternative Investments, Mergers, Sourcing, Leadership, Business Planning, Management Consulting, Capital, Strategic Planning, Mergers & Acquisitions, M&A experience, Financial Analysis
Education
Dartmouth College
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Vladimir F. Marcel's Donaldson, Lufkin & Jenrette Experience 1998 - 2001
Job Private Wealth Advisor at Goldman, Sachs & Co.
Industry Investment Management
Experience
Goldman, Sachs & Co. June 2006 - Present
Donaldson, Lufkin & Jenrette 1998 - 2001
Skills
Investment Banking, Mergers & Acquisitions, Hedge Funds, Mergers, Equities, Alternative Investments, Fixed Income, Valuation, Asset Management, Emerging Markets, Capital Markets, Equity Research, Series 7, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2006
MBA, General Management
Williams College 1994 — 1998
BA, Political Economy
Deerfield Academy 1990 — 1994
High School
Goldman, Sachs & Co. June 2006 - Present
Donaldson, Lufkin & Jenrette 1998 - 2001
Skills
Investment Banking, Mergers & Acquisitions, Hedge Funds, Mergers, Equities, Alternative Investments, Fixed Income, Valuation, Asset Management, Emerging Markets, Capital Markets, Equity Research, Series 7, Investment Management
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2004 — 2006
MBA, General Management
Williams College 1994 — 1998
BA, Political Economy
Deerfield Academy 1990 — 1994
High School
Peter Everett's Donaldson, Lufkin & Jenrette Experience January 1995 - January 1998
Job Chief Executive Officer at SaaSco Holdings
Industry Information Services
Experience
SaaSco Holdings October 2013 - Present
HealthConnect Systems April 2001 - January 2013
JP Morgan 1999 - 2002
Donaldson, Lufkin & Jenrette January 1995 - January 1998
Smith Barney September 1987 - May 1995
Skills
Business Strategy, SaaS, Due Diligence, Executive Management, Sales Management, Product Development, Acquisition Integration, Investment Banking, Financial Analysis, Corporate Finance, Angel Investing, Finance, Leadership, Management, Acquisitions, Healthcare Information..., Mergers & Acquisitions
Education
Cornell University - S.C. Johnson Graduate School of Management 1989 — 1990
MBA, Business
Cornell University 1983 — 1987
BS, Industrial Engineering
SaaSco Holdings October 2013 - Present
HealthConnect Systems April 2001 - January 2013
JP Morgan 1999 - 2002
Donaldson, Lufkin & Jenrette January 1995 - January 1998
Smith Barney September 1987 - May 1995
Skills
Business Strategy, SaaS, Due Diligence, Executive Management, Sales Management, Product Development, Acquisition Integration, Investment Banking, Financial Analysis, Corporate Finance, Angel Investing, Finance, Leadership, Management, Acquisitions, Healthcare Information..., Mergers & Acquisitions
Education
Cornell University - S.C. Johnson Graduate School of Management 1989 — 1990
MBA, Business
Cornell University 1983 — 1987
BS, Industrial Engineering
Patrick Sandone III's Donaldson, Lufkin & Jenrette Experience September 1995 - May 1998
Job President at Net Driven
Industry Internet
Experience
Net Driven January 2007 - Present
Sandone Tire January 2004 - January 2007
Monitor Group July 1998 - December 2001
Donaldson, Lufkin & Jenrette September 1995 - May 1998
Skills
Knowledge Management, Search Engine..., Software Design, Organizational..., SEO, Leadership, Web Development, PPC, Customer Service, Social Networking, Online Marketing, Online Advertising, Sales Management, Social Media Marketing, Email Marketing, Advertising, Web Analytics, Marketing Strategy, Entrepreneurship, Lead Generation, Marketing, Digital Marketing, B2B, Start-ups, Salesforce.com, Brand Development, Digital Strategy, Business Development, Competitive Analysis, New Business Development, Direct Marketing, CRM, Market Research, Social Media, Marketing Communications, E-commerce, SEM, Strategic Planning, Account Management, Sales, Market Planning, Strategic Partnerships, Strategy, Direct Sales
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance and Management
University of Pennsylvania - The Wharton School 1992 — 1995
BA, Business and Biology
University of Pennsylvania 1991 — 1995
Bachelor of Science, Biology
Net Driven January 2007 - Present
Sandone Tire January 2004 - January 2007
Monitor Group July 1998 - December 2001
Donaldson, Lufkin & Jenrette September 1995 - May 1998
Skills
Knowledge Management, Search Engine..., Software Design, Organizational..., SEO, Leadership, Web Development, PPC, Customer Service, Social Networking, Online Marketing, Online Advertising, Sales Management, Social Media Marketing, Email Marketing, Advertising, Web Analytics, Marketing Strategy, Entrepreneurship, Lead Generation, Marketing, Digital Marketing, B2B, Start-ups, Salesforce.com, Brand Development, Digital Strategy, Business Development, Competitive Analysis, New Business Development, Direct Marketing, CRM, Market Research, Social Media, Marketing Communications, E-commerce, SEM, Strategic Planning, Account Management, Sales, Market Planning, Strategic Partnerships, Strategy, Direct Sales
Education
Columbia University - Columbia Business School 2002 — 2003
MBA, Finance and Management
University of Pennsylvania - The Wharton School 1992 — 1995
BA, Business and Biology
University of Pennsylvania 1991 — 1995
Bachelor of Science, Biology
Adrian Radulescu's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Structured Credit/CLOs
Industry Capital Markets
Experience
Barclays 2013 - Present
Credit Suisse 2012 - 2013
Lehman Brothers (in Administration) 2011 - 2011
SecondMarket, Inc. 2009 - 2009
Credit Suisse - London 2005 - 2008
Credit Suisse First Boston - New York 2000 - 2005
Donaldson, Lufkin & Jenrette 1999 - 2000
Deloitte & Touche 1997 - 1999
Trepp, LLC 1996 - 1997
Skills
CLO, Leveraged Finance, Restructuring, Derivatives, Valuation, Banking, Structured Finance, Financial Modeling, Financial Structuring, Capital Markets, Emerging Markets, Fixed Income, Investment Banking, High Yield, MBS, Auditing, Romanian, French, Securities, ABS, Financial Services
Education
Columbia University in the City of New York 1992 — 1995
BS
Barclays 2013 - Present
Credit Suisse 2012 - 2013
Lehman Brothers (in Administration) 2011 - 2011
SecondMarket, Inc. 2009 - 2009
Credit Suisse - London 2005 - 2008
Credit Suisse First Boston - New York 2000 - 2005
Donaldson, Lufkin & Jenrette 1999 - 2000
Deloitte & Touche 1997 - 1999
Trepp, LLC 1996 - 1997
Skills
CLO, Leveraged Finance, Restructuring, Derivatives, Valuation, Banking, Structured Finance, Financial Modeling, Financial Structuring, Capital Markets, Emerging Markets, Fixed Income, Investment Banking, High Yield, MBS, Auditing, Romanian, French, Securities, ABS, Financial Services
Education
Columbia University in the City of New York 1992 — 1995
BS
Karyn Geringer's Donaldson, Lufkin & Jenrette Experience September 1998 - June 1999
Job Principal at GLG Partners
Industry Financial Services
Experience
GLG Partners January 2007 - Present
Pequot Capital March 2005 - January 2007
Credit Suisse July 2001 - March 2005
Donaldson, Lufkin & Jenrette September 1998 - June 1999
United States Navy May 1994 - March 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
United States Naval Academy 1990 — 1994
GLG Partners January 2007 - Present
Pequot Capital March 2005 - January 2007
Credit Suisse July 2001 - March 2005
Donaldson, Lufkin & Jenrette September 1998 - June 1999
United States Navy May 1994 - March 1999
Education
Columbia University - Columbia Business School 1999 — 2001
MBA, Finance
United States Naval Academy 1990 — 1994
Scott Bussy, RICP®'s Donaldson, Lufkin & Jenrette Experience March 1990 - July 1996
Job Wealth Manager, Financial Advisor specializing in Tactical Investment & Risk Management
Industry Investment Management
Experience
Bearing Financial Advisors, LLC May 2002 - Present
EQ Financial Consultants October 1996 - May 2002
Donaldson, Lufkin & Jenrette March 1990 - July 1996
Bear Stearns & Co. 1986 - 1990
Associate Director 1986 - 1990
Associate Director 1986 - 1990
Bear Stearns & Co. 1986 - 1990
Bear Stearns & Co. 1986 - 1990
Bear Stearns & Co. 1986 - 1990
Skills
Investment Management, Equity Research, Financial Risk..., Advisory & Consulting, Due Diligence, Consulting, Investments, Financial Services, Strategic Financial..., Wealth Management, Insurance, Securities, Mergers & Acquisitions, Risk Management, Corporate Finance, Portfolio Management, Equities, Finance, Asset Allocation, Financial Advisory
Education
Dallas Baptist University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Houston
BS- HRM
Bearing Financial Advisors, LLC May 2002 - Present
EQ Financial Consultants October 1996 - May 2002
Donaldson, Lufkin & Jenrette March 1990 - July 1996
Bear Stearns & Co. 1986 - 1990
Associate Director 1986 - 1990
Associate Director 1986 - 1990
Bear Stearns & Co. 1986 - 1990
Bear Stearns & Co. 1986 - 1990
Bear Stearns & Co. 1986 - 1990
Skills
Investment Management, Equity Research, Financial Risk..., Advisory & Consulting, Due Diligence, Consulting, Investments, Financial Services, Strategic Financial..., Wealth Management, Insurance, Securities, Mergers & Acquisitions, Risk Management, Corporate Finance, Portfolio Management, Equities, Finance, Asset Allocation, Financial Advisory
Education
Dallas Baptist University
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
University of Houston
BS- HRM
Ari Benacerraf's Donaldson, Lufkin & Jenrette Experience 1995 - 2004
Job Partner at Diamond Castle Holdings
Industry Investment Management
Experience
Diamond Castle Holdings DirectorMCC2011 - 2015
MCC 2011 - 2015
MCC 2011 - 2015
Donaldson, Lufkin & Jenrette 1995 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2004
Bankers Trust 1992 - 1995
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
Franklin & Marshall College 1981 — 1985
BA, Chemistry
RHS
Diamond Castle Holdings DirectorMCC2011 - 2015
MCC 2011 - 2015
MCC 2011 - 2015
Donaldson, Lufkin & Jenrette 1995 - 2004
Donaldson, Lufkin & Jenrette 1995 - 2004
Bankers Trust 1992 - 1995
Education
Cornell University - Johnson Graduate School of Management 1986 — 1988
Franklin & Marshall College 1981 — 1985
BA, Chemistry
RHS
Farzin Azarm's Donaldson, Lufkin & Jenrette Experience January 1998 - January 2000
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2000 - Present
Donaldson, Lufkin & Jenrette January 1998 - January 2000
Banco Santander January 1997 - January 1998
UBS Investment Bank January 1995 - January 1997
HSBC Securities January 1993 - January 1995
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Private Equity, Valuation
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
Connecticut College 1988 — 1992
Bachelor of Arts (BA), Economics
Credit Suisse January 2000 - Present
Donaldson, Lufkin & Jenrette January 1998 - January 2000
Banco Santander January 1997 - January 1998
UBS Investment Bank January 1995 - January 1997
HSBC Securities January 1993 - January 1995
Skills
Capital Markets, Derivatives, Equities, Fixed Income, Hedge Funds, Investment Banking, Private Equity, Valuation
Education
New York University - Leonard N. Stern School of Business 2000 — 2004
Connecticut College 1988 — 1992
Bachelor of Arts (BA), Economics
Daniel Freyman's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Principal at Lightyear Capital
Industry Financial Services
Experience
Lightyear Capital May 2007 - Present
Credit Suisse January 2007 - April 2007
Credit Suisse First Boston 2003 - 2006
Donaldson, Lufkin & Jenrette 1998 - 2000
Alex. Brown July 1997 - August 1998
Education
Cornell University 1993 — 1997
BA, Business Management
Lightyear Capital May 2007 - Present
Credit Suisse January 2007 - April 2007
Credit Suisse First Boston 2003 - 2006
Donaldson, Lufkin & Jenrette 1998 - 2000
Alex. Brown July 1997 - August 1998
Education
Cornell University 1993 — 1997
BA, Business Management
Aaron McAndrew's Donaldson, Lufkin & Jenrette Experience January 2000 - August 2002
Job i2 Brand Representative (Cybersecurity, Counter Fraud, Law Enforcement) at IBM
Industry Capital Markets
Experience
IBM April 2015 - Present
UST Global December 2013 - Present
IT Resource Solutions March 2011 - Present
St. Gerard Majella Church October 2010 - April 2015
Direct Access Partners January 2006 - April 2010
Terra Nova Institutional 2005 - 2006
Credit Suisse First Boston January 2002 - April 2005
Donaldson, Lufkin & Jenrette January 2000 - August 2002
Hauppauge Volunteer Fire Department June 1989 - September 1999
Skills
Business Development, Sales, Proposal Writing, Trading, Market Research, Research, Strategic Partnerships, Strategic Thinking, Renewable Energy, Information Technology, Information Security..., Cyber, Information Assurance, Financial Markets, Financial Analysis, Sales Management, Account Management, Equities, Equity Trading, Compliance, Market Intelligence, Defense Contracting, Contract Management, Hedge Funds, Mutual Funds, Business Intelligence, Risk Management, CRM, Electronic Trading, Leadership, Analysis, Equity Research, Investments, Strategy, Management, Program Management, Emerging Markets
Education
New York University 2000 — 2004
Finance, SPCS
Dowling College 1992 — 1996
IBM April 2015 - Present
UST Global December 2013 - Present
IT Resource Solutions March 2011 - Present
St. Gerard Majella Church October 2010 - April 2015
Direct Access Partners January 2006 - April 2010
Terra Nova Institutional 2005 - 2006
Credit Suisse First Boston January 2002 - April 2005
Donaldson, Lufkin & Jenrette January 2000 - August 2002
Hauppauge Volunteer Fire Department June 1989 - September 1999
Skills
Business Development, Sales, Proposal Writing, Trading, Market Research, Research, Strategic Partnerships, Strategic Thinking, Renewable Energy, Information Technology, Information Security..., Cyber, Information Assurance, Financial Markets, Financial Analysis, Sales Management, Account Management, Equities, Equity Trading, Compliance, Market Intelligence, Defense Contracting, Contract Management, Hedge Funds, Mutual Funds, Business Intelligence, Risk Management, CRM, Electronic Trading, Leadership, Analysis, Equity Research, Investments, Strategy, Management, Program Management, Emerging Markets
Education
New York University 2000 — 2004
Finance, SPCS
Dowling College 1992 — 1996
Breogan Vazquez's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Portfolio Manager at Visium Asset Management
Industry Investment Management
Experience
Visium Asset Management 2013 - Present
Diamondback Capital 2007 - 2012
Amber Capital 2002 - 2007
Dresdner Kleinwort 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
Arthur Andersen LLP 1994 - 1997
Skills
Portfolio Management, Long/Short Equity, Relative Value, Event Driven, Absolute Return, Market Neutral, Karate, Portable Alpha, Pairs, Taekwondo, Krav Maga, Jiu-Jitsu
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance, International Business
Fairfield University 1989 — 1994
BS, Finance, Accounting, Minor French
Nuestra Señora de Begoña (Bilbao, Spain) 1985 — 1989
High School
Visium Asset Management 2013 - Present
Diamondback Capital 2007 - 2012
Amber Capital 2002 - 2007
Dresdner Kleinwort 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
Arthur Andersen LLP 1994 - 1997
Skills
Portfolio Management, Long/Short Equity, Relative Value, Event Driven, Absolute Return, Market Neutral, Karate, Portable Alpha, Pairs, Taekwondo, Krav Maga, Jiu-Jitsu
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance, International Business
Fairfield University 1989 — 1994
BS, Finance, Accounting, Minor French
Nuestra Señora de Begoña (Bilbao, Spain) 1985 — 1989
High School
David Wafle's Donaldson, Lufkin & Jenrette Experience March 1998 - January 2000
Job Director of Sales, Eastern Region at Incredible Technologies
Industry Gambling & Casinos
Experience
Incredible Technologies May 2015 - Present
Incredible Technologies January 2015 - Present
WMS Gaming October 2013 - October 2014
Scientific Games October 2012 - October 2014
ACS February 2011 - May 2012
JCM Global October 2009 - February 2011
Aristocrat June 2007 - July 2009
Harrah's Entertainment August 2004 - February 2007
Fleet Bank January 2000 - August 2002
Donaldson, Lufkin & Jenrette March 1998 - January 2000
Skills
Casino, Gambling, Gaming Industry, Strategic Planning, Business Strategy, Product Management, Team Building, Marketing Strategy, Forecasting, New Business Development, Competitive Analysis, Online Gaming, Start-ups, Business Development, Strategic Partnerships, Team Leadership, Executive Management, Marketing, Budgets, Product Marketing, Sales, Gaming, Cross-functional Team..., Hospitality, Online Gambling, Leadership, Management, Email Marketing, Operations Management, Online Advertising, Strategy, P&L Management, E-commerce, CRM, Salesforce.com, Product Development, Account Management, Contract Negotiation, Direct Marketing, Market Analysis, Business Planning, Customer Acquisition, Market Research, Analytics, International Sales, B2B, Sales Management, Database Marketing, SaaS, Pricing
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance and Strategy
Duke University 1990 — 1994
BA, English
Incredible Technologies May 2015 - Present
Incredible Technologies January 2015 - Present
WMS Gaming October 2013 - October 2014
Scientific Games October 2012 - October 2014
ACS February 2011 - May 2012
JCM Global October 2009 - February 2011
Aristocrat June 2007 - July 2009
Harrah's Entertainment August 2004 - February 2007
Fleet Bank January 2000 - August 2002
Donaldson, Lufkin & Jenrette March 1998 - January 2000
Skills
Casino, Gambling, Gaming Industry, Strategic Planning, Business Strategy, Product Management, Team Building, Marketing Strategy, Forecasting, New Business Development, Competitive Analysis, Online Gaming, Start-ups, Business Development, Strategic Partnerships, Team Leadership, Executive Management, Marketing, Budgets, Product Marketing, Sales, Gaming, Cross-functional Team..., Hospitality, Online Gambling, Leadership, Management, Email Marketing, Operations Management, Online Advertising, Strategy, P&L Management, E-commerce, CRM, Salesforce.com, Product Development, Account Management, Contract Negotiation, Direct Marketing, Market Analysis, Business Planning, Customer Acquisition, Market Research, Analytics, International Sales, B2B, Sales Management, Database Marketing, SaaS, Pricing
Education
Vanderbilt University - Owen Graduate School of Management 2002 — 2004
MBA, Finance and Strategy
Duke University 1990 — 1994
BA, English
Kirsten Travers Uyham's Donaldson, Lufkin & Jenrette Experience 1998 - 1999
Job Managing Partner, River Cam Risk Advisors, LLC
Industry Financial Services
Experience
Goizueta Business School September 2009 - Present
River Cam Risk Advisors, LLC September 2007 - Present
Bear Stearns and Co 2004 - 2007
Global Strategies LLC 2001 - 2004
Watch Hill Capital, LLC 1999 - 2001
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Risk Management, Credit Risk, Investment Banking, Financial Risk, Investments, Financial Markets, Quantitative Analytics, Strategy, Analysis, Financial Modeling, Hedging, Valuation, Capital Markets, Derivatives, Hedge Funds, Statistical Modeling, Finance, Economics, Portfolio Management
Education
Duke University 1994 — 1998
MA, PhD, Mathematics
University of Oxford 1991 — 1994
BA, MA, Mathematics
Goizueta Business School September 2009 - Present
River Cam Risk Advisors, LLC September 2007 - Present
Bear Stearns and Co 2004 - 2007
Global Strategies LLC 2001 - 2004
Watch Hill Capital, LLC 1999 - 2001
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Risk Management, Credit Risk, Investment Banking, Financial Risk, Investments, Financial Markets, Quantitative Analytics, Strategy, Analysis, Financial Modeling, Hedging, Valuation, Capital Markets, Derivatives, Hedge Funds, Statistical Modeling, Finance, Economics, Portfolio Management
Education
Duke University 1994 — 1998
MA, PhD, Mathematics
University of Oxford 1991 — 1994
BA, MA, Mathematics
Jack Hersch's Donaldson, Lufkin & Jenrette Experience April 1994 - April 1996
Job Managing Director at MidOcean Credit Partners
Industry Financial Services
Experience
MidOcean Credit Partners April 2015 - Present
TIG Distressed Opportunities, LP January 2008 - March 2015
Canyon Capital Advisors 2003 - 2007
TIMCO Aviation Services 2002 - 2006
Cypress Management 2000 - 2003
Scoggin Capital Management 1996 - 2000
Donaldson, Lufkin & Jenrette April 1994 - April 1996
M. J. Whitman & Co. June 1992 - April 1994
Lehman Brothers 1990 - June 1992
Balfour Investors January 1989 - December 1989
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Fixed Income, High Yield, Equities, Special Situations, Valuation, Distressed Debt, Financial Modeling, Value Investing, Management, Investment Banking, Bloomberg, Trading, Capital Markets, Investments, Bonds, Equity Derivatives, Private Equity, Financial Markets, Securities, Equity Research, Leveraged Finance, Emerging Markets, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1985
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 1976 — 1980
BSEE, Electrical Engineering, Computer Science
MidOcean Credit Partners April 2015 - Present
TIG Distressed Opportunities, LP January 2008 - March 2015
Canyon Capital Advisors 2003 - 2007
TIMCO Aviation Services 2002 - 2006
Cypress Management 2000 - 2003
Scoggin Capital Management 1996 - 2000
Donaldson, Lufkin & Jenrette April 1994 - April 1996
M. J. Whitman & Co. June 1992 - April 1994
Lehman Brothers 1990 - June 1992
Balfour Investors January 1989 - December 1989
Skills
Hedge Funds, Portfolio Management, Alternative Investments, Fixed Income, High Yield, Equities, Special Situations, Valuation, Distressed Debt, Financial Modeling, Value Investing, Management, Investment Banking, Bloomberg, Trading, Capital Markets, Investments, Bonds, Equity Derivatives, Private Equity, Financial Markets, Securities, Equity Research, Leveraged Finance, Emerging Markets, Asset Management
Education
Columbia University - Columbia Business School 1984 — 1985
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science 1976 — 1980
BSEE, Electrical Engineering, Computer Science
David Giat's Donaldson, Lufkin & Jenrette Experience 1988 - 1991
Job Senior Principal, Management Consulting
Industry Management Consulting
Experience
PRGX April 2004 - Present
Procure, Inc. June 2002 - June 2004
Deloitte Consulting October 2000 - May 2002
Circuit City 1993 - 1999
Donaldson, Lufkin & Jenrette 1988 - 1991
Skills
Master Data Management, Supplier Information..., Finance, Process Improvement, Consulting, Program Management, Analytics, Accounts Payable, Financial Services, Leadership, Management Consulting, Business Process..., Management, Business Transformation, Governance, Acquisition Integration, Business Process, Business Strategy, Analysis, Business Development, Business Analysis, Business Intelligence, Business Process..., Change Management, Cross-functional Team..., Due Diligence, Financial Analysis, Financial Modeling, Outsourcing, PMO, Project Management, Purchasing, Retail, Vendor Management, Working Capital..., Strategy
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Marketing, Operations
Cornell University 1984 — 1988
BS, Business Management
PRGX April 2004 - Present
Procure, Inc. June 2002 - June 2004
Deloitte Consulting October 2000 - May 2002
Circuit City 1993 - 1999
Donaldson, Lufkin & Jenrette 1988 - 1991
Skills
Master Data Management, Supplier Information..., Finance, Process Improvement, Consulting, Program Management, Analytics, Accounts Payable, Financial Services, Leadership, Management Consulting, Business Process..., Management, Business Transformation, Governance, Acquisition Integration, Business Process, Business Strategy, Analysis, Business Development, Business Analysis, Business Intelligence, Business Process..., Change Management, Cross-functional Team..., Due Diligence, Financial Analysis, Financial Modeling, Outsourcing, PMO, Project Management, Purchasing, Retail, Vendor Management, Working Capital..., Strategy
Education
UCLA Anderson School of Management 1991 — 1993
MBA, Marketing, Operations
Cornell University 1984 — 1988
BS, Business Management
Chip Packard's Donaldson, Lufkin & Jenrette Experience August 1996 - September 2000
Job Managing Director, CoHead Wealth Management Americas, Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank August 2006 - Present
Credit Suisse October 2000 - August 2006
Credit-Suisse, USA 2000 - 2006
Donaldson, Lufkin & Jenrette August 1996 - September 2000
Skills
Private Equity, Investments, Wealth Management, Asset Management, Private Banking, Fixed Income, Hedge Funds, Derivatives, Investment Banking, Equities, Capital Markets, Alternative Investments, Emerging Markets, Mergers & Acquisitions, Structured Products, Management, Wealth Management..., Series 7, Valuation, Securities, Portfolio Management
Education
Pepperdine University School of Law 1993 — 1996
J.D.
University of San Diego 1991 — 1993
B.A., International Relations
Colgate University 1989 — 1991
Deutsche Bank August 2006 - Present
Credit Suisse October 2000 - August 2006
Credit-Suisse, USA 2000 - 2006
Donaldson, Lufkin & Jenrette August 1996 - September 2000
Skills
Private Equity, Investments, Wealth Management, Asset Management, Private Banking, Fixed Income, Hedge Funds, Derivatives, Investment Banking, Equities, Capital Markets, Alternative Investments, Emerging Markets, Mergers & Acquisitions, Structured Products, Management, Wealth Management..., Series 7, Valuation, Securities, Portfolio Management
Education
Pepperdine University School of Law 1993 — 1996
J.D.
University of San Diego 1991 — 1993
B.A., International Relations
Colgate University 1989 — 1991
Greg Matthews's Donaldson, Lufkin & Jenrette Experience August 1987 - August 1988
Job Investments / Real Estate at Starr Insurance Holdings, Inc.
Industry Investment Management
Experience
Starr Insurance Holdings, Inc. September 2010 - Present
AIG Investments February 2002 - July 2009
AIG Global Investment Group May 1999 - February 2002
AIG Global Investment Group September 1994 - May 1999
Hyperion Capital Management September 1993 - September 1994
The Centeq Companies / Houston, TX July 1992 - September 1993
The Centeq Companies / Houston, TX July 1991 - July 1992
Prudential Mortgage Capital / Los Angeles, CA August 1988 - July 1991
Donaldson, Lufkin & Jenrette August 1987 - August 1988
The Chase Manhattan Bank February 1983 - August 1985
Skills
Investments, Real Estate, Fixed Income, CMBS, Credit, Bonds, Finance, MBS, Securities, Securitization, ABS, Valuation, Portfolio Management, Asset Managment, Alternative Investments, Asset Management, Management, Bloomberg, Capital Markets, Investment Management, Hedge Funds, Private Placements, Loans, Equities, Funding, Private Equity, Project Finance, Commercial Real Estate, Financial Modeling
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Middlebury College 1977 — 1981
BA, Psychology
Taft School 1974 — 1977
Princeton Day School 1966 — 1974
Starr Insurance Holdings, Inc. September 2010 - Present
AIG Investments February 2002 - July 2009
AIG Global Investment Group May 1999 - February 2002
AIG Global Investment Group September 1994 - May 1999
Hyperion Capital Management September 1993 - September 1994
The Centeq Companies / Houston, TX July 1992 - September 1993
The Centeq Companies / Houston, TX July 1991 - July 1992
Prudential Mortgage Capital / Los Angeles, CA August 1988 - July 1991
Donaldson, Lufkin & Jenrette August 1987 - August 1988
The Chase Manhattan Bank February 1983 - August 1985
Skills
Investments, Real Estate, Fixed Income, CMBS, Credit, Bonds, Finance, MBS, Securities, Securitization, ABS, Valuation, Portfolio Management, Asset Managment, Alternative Investments, Asset Management, Management, Bloomberg, Capital Markets, Investment Management, Hedge Funds, Private Placements, Loans, Equities, Funding, Private Equity, Project Finance, Commercial Real Estate, Financial Modeling
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance
Middlebury College 1977 — 1981
BA, Psychology
Taft School 1974 — 1977
Princeton Day School 1966 — 1974
Stephen Wesson's Donaldson, Lufkin & Jenrette Experience August 1992 - December 1995
Job Managing Director at Auda
Industry Financial Services
Experience
Auda Private Equity September 1997 - Present
Donaldson, Lufkin & Jenrette August 1992 - December 1995
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
St. Lawrence University 1987 — 1991
BA
Auda Private Equity September 1997 - Present
Donaldson, Lufkin & Jenrette August 1992 - December 1995
Education
Columbia University - Columbia Business School 1996 — 1997
MBA
St. Lawrence University 1987 — 1991
BA
Jeffrey Chrzanowski's Donaldson, Lufkin & Jenrette Experience June 1997 - June 2001
Job Weiss MultiStrategy Advisers LLC
Industry Financial Services
Experience
Weiss Multi-Strategy Advisers LLC April 2004 - Present
Deutsche Bank June 2001 - March 2004
Donaldson, Lufkin & Jenrette June 1997 - June 2001
Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Buy-side, Equities, Equity Research, Hedge Funds, Investment Banking, Investment Management, Investments, Portfolio Management, Private Equity
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Weiss Multi-Strategy Advisers LLC April 2004 - Present
Deutsche Bank June 2001 - March 2004
Donaldson, Lufkin & Jenrette June 1997 - June 2001
Skills
Alternative Investments, Analysis, Asset Management, Bloomberg, Buy-side, Equities, Equity Research, Hedge Funds, Investment Banking, Investment Management, Investments, Portfolio Management, Private Equity
Education
Columbia University - Columbia Business School 1999 — 2001
MBA
Winnie Fong's Donaldson, Lufkin & Jenrette Experience 1996 - 1998
Job Senior Director at Fitch Ratings
Industry Banking
Experience
Fitch Ratings August 2010 - Present
Bear Stearns January 2006 - November 2007
Standard & Poor's June 1998 - January 2006
Donaldson, Lufkin & Jenrette 1996 - 1998
Skills
CDO, Structured Finance, Corporate Finance, ABS, Private Equity, Derivatives, Credit, Equity Derivatives, CLO, Fixed Income, Securitization, Structured Products, Capital Markets, Securities
Education
Cornell University 1992 — 1996
BS, Applied Mathematics
Fitch Ratings August 2010 - Present
Bear Stearns January 2006 - November 2007
Standard & Poor's June 1998 - January 2006
Donaldson, Lufkin & Jenrette 1996 - 1998
Skills
CDO, Structured Finance, Corporate Finance, ABS, Private Equity, Derivatives, Credit, Equity Derivatives, CLO, Fixed Income, Securitization, Structured Products, Capital Markets, Securities
Education
Cornell University 1992 — 1996
BS, Applied Mathematics
Judah Plotner's Donaldson, Lufkin & Jenrette Experience 1987 - 1989
Job Managing Director, Global Head of Business Development at Silk Invest
Industry Financial Services
Experience
Silk Invest June 2013 - Present
Jefferies 2006 - December 2012
Jefferies International Ltd 2001 - 2006
Jefferies & Company 1990 - 2001
Cresvale International 1989 - 1990
Donaldson, Lufkin & Jenrette 1987 - 1989
Skills
Fixed Income, Valuation, Prime Brokerage, Financial Markets, Investment Banking, Equities, Trading, Hedge Funds, Securities, Investments, Private Equity, Capital Markets, Derivatives, Asset Management, Equity Trading, Financial Risk, Securitization, Financial Services, Alternative Investments, Equity Research
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance/International
University of Rochester 1976 — 1980
BA, European History
The Hebrew University
The Hebrew University
Silk Invest June 2013 - Present
Jefferies 2006 - December 2012
Jefferies International Ltd 2001 - 2006
Jefferies & Company 1990 - 2001
Cresvale International 1989 - 1990
Donaldson, Lufkin & Jenrette 1987 - 1989
Skills
Fixed Income, Valuation, Prime Brokerage, Financial Markets, Investment Banking, Equities, Trading, Hedge Funds, Securities, Investments, Private Equity, Capital Markets, Derivatives, Asset Management, Equity Trading, Financial Risk, Securitization, Financial Services, Alternative Investments, Equity Research
Education
Columbia University - Columbia Business School 1985 — 1987
MBA, Finance/International
University of Rochester 1976 — 1980
BA, European History
The Hebrew University
The Hebrew University
Curt Crofford's Donaldson, Lufkin & Jenrette Experience May 1998 - October 2000
Job Managing Director at Hicks Equity Partners
Industry Investment Management
Experience
Hicks Equity Partners June 2005 - Present
Dresdner Kleinwort Wasserstein 2000 - 2003
Donaldson, Lufkin & Jenrette May 1998 - October 2000
Bankers Trust 1995 - 1998
Skills
Financial Modeling, Corporate Finance, Private Equity
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Vanderbilt University 1991 — 1995
Bachelor's Degree, Economics
Hicks Equity Partners June 2005 - Present
Dresdner Kleinwort Wasserstein 2000 - 2003
Donaldson, Lufkin & Jenrette May 1998 - October 2000
Bankers Trust 1995 - 1998
Skills
Financial Modeling, Corporate Finance, Private Equity
Education
Duke University - The Fuqua School of Business 2003 — 2005
MBA
Vanderbilt University 1991 — 1995
Bachelor's Degree, Economics
Anson H. Beard's Donaldson, Lufkin & Jenrette Experience 1994 - 1996
Job Senior Advisor, Vollero Beach Capital Partners
Industry Financial Services
Experience
Vollero Beach Capital Partners LLC January 2010 - Present
Investment Risk Management 2008 - 2009
BlackRock 2004 - 2007
Archimedes Capital Partners LLC 2000 - 2003
Tiger Management LLC 1996 - 2000
Donaldson, Lufkin & Jenrette 1994 - 1996
Skills
Alternative Investments, Asset Management, Hedge Funds
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
University of Virginia 1989 — 1993
Bachelor of Arts (BA)
Middlesex School 1986 — 1989
Vollero Beach Capital Partners LLC January 2010 - Present
Investment Risk Management 2008 - 2009
BlackRock 2004 - 2007
Archimedes Capital Partners LLC 2000 - 2003
Tiger Management LLC 1996 - 2000
Donaldson, Lufkin & Jenrette 1994 - 1996
Skills
Alternative Investments, Asset Management, Hedge Funds
Education
Columbia University - Columbia Business School 1998 — 2000
Master of Business Administration (MBA)
University of Virginia 1989 — 1993
Bachelor of Arts (BA)
Middlesex School 1986 — 1989
Beth Chartoff's Donaldson, Lufkin & Jenrette Experience September 1995 - October 2000
Job Senior Managing Director at GSO Capital Partners/The Blackstone Group
Industry Investment Management
Experience
GSO Capital Partners/The Blackstone Group February 2005 - Present
Banc of America Securities May 2004 - February 2005
Credit Suisse October 2000 - May 2004
Donaldson, Lufkin & Jenrette September 1995 - October 2000
DLJ 1991 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1987 — 1991
BA, Economics
GSO Capital Partners/The Blackstone Group February 2005 - Present
Banc of America Securities May 2004 - February 2005
Credit Suisse October 2000 - May 2004
Donaldson, Lufkin & Jenrette September 1995 - October 2000
DLJ 1991 - 2000
Education
University of Pennsylvania - The Wharton School 1993 — 1995
MBA, Finance
Cornell University 1987 — 1991
BA, Economics
Maureen Block's Donaldson, Lufkin & Jenrette Experience 1993 - 1999
Job at The Ryder Foundation
Industry Health, Wellness and Fitness
Experience
The Ryder Foundation April 2005 - Present
Donaldson, Lufkin & Jenrette 1993 - 1999
Fulbright & Jaworski 1991 - 1993
Education
University of Pennsylvania Law School 1988 — 1991
Duke University 1984 — 1991
BA, JD, Political Science, Spanish, Law
Columbia Law School
The Ryder Foundation April 2005 - Present
Donaldson, Lufkin & Jenrette 1993 - 1999
Fulbright & Jaworski 1991 - 1993
Education
University of Pennsylvania Law School 1988 — 1991
Duke University 1984 — 1991
BA, JD, Political Science, Spanish, Law
Columbia Law School
Kevin Oden's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Chief Market & Institutional Risk Officer at Wells Fargo
Industry Banking
Experience
Wells Fargo January 2013 - Present
Wells Fargo Bank February 2009 - December 2012
Wachovia Securities 2005 - 2008
Graham Capital Management 2004 - 2005
Bear Stearns 2003 - 2004
Montclair State University August 2002 - June 2003
Oden Capital 2001 - 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Goldman Sachs 1997 - 2000
Harvard University September 1994 - June 1997
Skills
Derivatives, Risk Management, Options, Market Risk, Fixed Income
Education
University of California, Los Angeles 1990 — 1994
Ph.D.
Cleveland State University 1985 — 1988
BS, BBA
Wells Fargo January 2013 - Present
Wells Fargo Bank February 2009 - December 2012
Wachovia Securities 2005 - 2008
Graham Capital Management 2004 - 2005
Bear Stearns 2003 - 2004
Montclair State University August 2002 - June 2003
Oden Capital 2001 - 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Goldman Sachs 1997 - 2000
Harvard University September 1994 - June 1997
Skills
Derivatives, Risk Management, Options, Market Risk, Fixed Income
Education
University of California, Los Angeles 1990 — 1994
Ph.D.
Cleveland State University 1985 — 1988
BS, BBA
Tom McGonagle's Donaldson, Lufkin & Jenrette Experience September 1987 - June 2001
Job CFO at Industrial Income Trust
Industry Real Estate
Experience
Industrial Income Trust Inc April 2010 - Present
MacDermid March 2007 - December 2008
Vistar Corporation 2003 - 2006
Babcock & Brown June 2001 - June 2003
Donaldson, Lufkin & Jenrette September 1987 - June 2001
DLJ 1987 - 2001
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Finance, Marketing, Operations
Dartmouth College 1977 — 1981
BA, Double Major, Economics, French
Industrial Income Trust Inc April 2010 - Present
MacDermid March 2007 - December 2008
Vistar Corporation 2003 - 2006
Babcock & Brown June 2001 - June 2003
Donaldson, Lufkin & Jenrette September 1987 - June 2001
DLJ 1987 - 2001
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA, Finance, Marketing, Operations
Dartmouth College 1977 — 1981
BA, Double Major, Economics, French
Eric Schwer's Donaldson, Lufkin & Jenrette Experience March 1996 - August 1998
Job Director, RBC Capital Markets
Industry Capital Markets
Experience
RBC Capital Markets November 2010 - Present
RBC Capital Markets February 2007 - October 2010
RBC Capital Markets December 2003 - February 2006
RBC Capital Markets August 1999 - December 2003
Donaldson, Lufkin & Jenrette March 1996 - August 1998
LGT Asset Management September 1993 - March 1996
MetLife August 1991 - August 1993
US Navy August 1987 - August 1991
Skills
Customer Service, Microsoft Office, Casino, Microsoft Excel, Budgets, Strategic Planning, Team Building, Microsoft Word, Gaming Industry, Team Leadership, PowerPoint, Change Management, Management, Business Strategy
Education
Columbia College 1988 — 1993
Bachelor of Science (BS), Business Administration and Management, General
RBC Capital Markets November 2010 - Present
RBC Capital Markets February 2007 - October 2010
RBC Capital Markets December 2003 - February 2006
RBC Capital Markets August 1999 - December 2003
Donaldson, Lufkin & Jenrette March 1996 - August 1998
LGT Asset Management September 1993 - March 1996
MetLife August 1991 - August 1993
US Navy August 1987 - August 1991
Skills
Customer Service, Microsoft Office, Casino, Microsoft Excel, Budgets, Strategic Planning, Team Building, Microsoft Word, Gaming Industry, Team Leadership, PowerPoint, Change Management, Management, Business Strategy
Education
Columbia College 1988 — 1993
Bachelor of Science (BS), Business Administration and Management, General
Ihsan Essaid's Donaldson, Lufkin & Jenrette Experience 1994 - 2001
Job Media Telecom M&A at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse April 2015 - Present
Perella Weinberg Partners 2008 - March 2015
Banc of America Securities October 2002 - June 2008
UBS Investment Bank 2001 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2001
Alex Brown & Sons 1989 - 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
BA, Math and French Lit
Credit Suisse April 2015 - Present
Perella Weinberg Partners 2008 - March 2015
Banc of America Securities October 2002 - June 2008
UBS Investment Bank 2001 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2001
Alex Brown & Sons 1989 - 1992
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance
Hobart and William Smith Colleges 1985 — 1989
BA, Math and French Lit
Schiffman Robert's Donaldson, Lufkin & Jenrette Experience June 1994 - November 2000
Job Head of U.S. Investment Grade Research
Industry Financial Services
Experience
Credit Suisse November 2000 - Present
Credit Suisse First Boston 2000 - Present
Donaldson, Lufkin & Jenrette June 1994 - November 2000
Skills
Fixed Income, Fixed Income Research, Investments, Analysis, High Yield, Credit Derivatives, Corporate Credit, Leveraged Finance, Hedge Funds, Bonds, Debt, Equity Derivatives, Asset Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance/Accounting
Cornell University 1986 — 1990
BS, Finance/Accounting
Credit Suisse November 2000 - Present
Credit Suisse First Boston 2000 - Present
Donaldson, Lufkin & Jenrette June 1994 - November 2000
Skills
Fixed Income, Fixed Income Research, Investments, Analysis, High Yield, Credit Derivatives, Corporate Credit, Leveraged Finance, Hedge Funds, Bonds, Debt, Equity Derivatives, Asset Management
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance/Accounting
Cornell University 1986 — 1990
BS, Finance/Accounting
Tina Moskin's Donaldson, Lufkin & Jenrette Experience 1997 - 1998
Job Project Manager, Workflow Manager, Production Manager
Industry Design
Experience
Barclays March 2011 - Present
Central Park Zoo March 2011 - Present
Project Manager and Brand Consultant April 2002 - Present
The New School January 2006 - August 2010
Sullivan 2004 - 2005
Continental Corporate Engravers May 2002 - February 2003
Landor Associates 2000 - 2001
Red Sky (Previously Belk Mignogna) 1998 - 2000
Donaldson, Lufkin & Jenrette 1997 - 1998
Skills
Creative Direction, Graphic Design, Art Direction, Budgets, Project Management, Management, Leadership, Corporate Communications, Sales, Integrated Marketing, Marketing Communications, Entrepreneurship, Social Media, Advertising, Email Marketing, Brand Development, Digital Marketing, Corporate Identity
Education
Clark University
BA
Barclays March 2011 - Present
Central Park Zoo March 2011 - Present
Project Manager and Brand Consultant April 2002 - Present
The New School January 2006 - August 2010
Sullivan 2004 - 2005
Continental Corporate Engravers May 2002 - February 2003
Landor Associates 2000 - 2001
Red Sky (Previously Belk Mignogna) 1998 - 2000
Donaldson, Lufkin & Jenrette 1997 - 1998
Skills
Creative Direction, Graphic Design, Art Direction, Budgets, Project Management, Management, Leadership, Corporate Communications, Sales, Integrated Marketing, Marketing Communications, Entrepreneurship, Social Media, Advertising, Email Marketing, Brand Development, Digital Marketing, Corporate Identity
Education
Clark University
BA
Alice Longley's Donaldson, Lufkin & Jenrette Experience 1982 - 2000
Job Director, Buckingham Research
Industry Financial Services
Experience
Buckingham Research 2005 - 2014
CreditSuisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1982 - 2000
Skills
Series 7, Equities, Portfolio Management, Investments, Hedge Funds, Valuation, Investment Strategies, Capital Markets, Equity Research, Financial Modeling, Bloomberg, Series 63, Securities, Asset Management, Finance, Alternative Investments
Education
Columbia University in the City of New York 1975 — 1982
Doctor of Philosophy (PhD), Comparative Literature
Wellesley College
Bachelor of Arts (B.A.), English
Buckingham Research 2005 - 2014
CreditSuisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1982 - 2000
Skills
Series 7, Equities, Portfolio Management, Investments, Hedge Funds, Valuation, Investment Strategies, Capital Markets, Equity Research, Financial Modeling, Bloomberg, Series 63, Securities, Asset Management, Finance, Alternative Investments
Education
Columbia University in the City of New York 1975 — 1982
Doctor of Philosophy (PhD), Comparative Literature
Wellesley College
Bachelor of Arts (B.A.), English
Steve Wiesner's Donaldson, Lufkin & Jenrette Experience June 1995 - November 2000
Job Changing the way missioncritical documents are shared and managed as CEO of Peloton Document Solutions.
Industry Computer Software
Experience
Peloton Document Solutions September 2012 - Present
Evergreen Pacific Partners September 2009 - September 2012
Lincoln International June 2006 - September 2009
Zuma Capital Partners March 2002 - June 2006
Credit Suisse First Boston November 2000 - January 2002
Donaldson, Lufkin & Jenrette June 1995 - November 2000
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Western University 1988 — 1992
BA, Political Science
Peloton Document Solutions September 2012 - Present
Evergreen Pacific Partners September 2009 - September 2012
Lincoln International June 2006 - September 2009
Zuma Capital Partners March 2002 - June 2006
Credit Suisse First Boston November 2000 - January 2002
Donaldson, Lufkin & Jenrette June 1995 - November 2000
Education
Columbia University - Columbia Business School 1993 — 1995
MBA, Finance
Western University 1988 — 1992
BA, Political Science
Anthony Mustillo's Donaldson, Lufkin & Jenrette Experience 1991 - 1994
Job Senior Patent Attorney, Endo Pharmaceuticals Inc.
Industry Law Practice
Experience
Endo Pharmaceuticals August 2011 - Present
Jones Day May 2007 - August 2011
Frommer Lawrence & Haug LLP September 2004 - May 2007
U.S. Army Corps of Engineers September 1995 - September 2004
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Patent Prosecution, Patents, Intellectual Property, Licensing, Trademarks, Patentability, Litigation, Trade Secrets, Prosecution, Legal Writing, Legal Research, Due Diligence, Technology Transfer, Client Counseling, Pharmaceutical Industry, Medical Devices
Education
Rutgers University School of Law - Newark 2000 — 2004
JD, Law
Columbia University in the City of New York 1990 — 1994
Bachelor of Science (B.S.), Civil Engineering
Endo Pharmaceuticals August 2011 - Present
Jones Day May 2007 - August 2011
Frommer Lawrence & Haug LLP September 2004 - May 2007
U.S. Army Corps of Engineers September 1995 - September 2004
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Patent Prosecution, Patents, Intellectual Property, Licensing, Trademarks, Patentability, Litigation, Trade Secrets, Prosecution, Legal Writing, Legal Research, Due Diligence, Technology Transfer, Client Counseling, Pharmaceutical Industry, Medical Devices
Education
Rutgers University School of Law - Newark 2000 — 2004
JD, Law
Columbia University in the City of New York 1990 — 1994
Bachelor of Science (B.S.), Civil Engineering
Joy Hou's Donaldson, Lufkin & Jenrette Experience July 1998 - March 2000
Job CoFounder/CEO at MREN
Industry Real Estate
Experience
MREN July 2013 - Present
The Renaissance Companies September 2008 - July 2013
Barclays Capital 2006 - 2008
Lehman Brothers March 2000 - May 2006
Donaldson, Lufkin & Jenrette July 1998 - March 2000
Skills
Asset Managment, Valuation, Capital Markets, Real Estate Economics, Due Diligence, Financial Analysis, Real Estate, Loans, Real Estate Financing, Joint Ventures, Real Estate Development, Acquisitions, REO, Brokerage, Asset Management, Finance, Management, Restructuring, Financial Services, Equities, Location Intelligence, Property Management, Commercial Real Estate, Real Estate Transactions, Financial Modeling, SDLC, Alternative Investments, Portfolio Management, Disposition, Venture Capital, Financial Structuring, Investment Properties, Investor Relations, Mergers & Acquisitions, Corporate Real Estate, Leases, Private Equity, Structured Finance, Loan Origination, Investment Banking, Credit Analysis, Investments
Education
Cornell University 1994 — 1998
BS, Hotel Administration
Poway high School
MREN July 2013 - Present
The Renaissance Companies September 2008 - July 2013
Barclays Capital 2006 - 2008
Lehman Brothers March 2000 - May 2006
Donaldson, Lufkin & Jenrette July 1998 - March 2000
Skills
Asset Managment, Valuation, Capital Markets, Real Estate Economics, Due Diligence, Financial Analysis, Real Estate, Loans, Real Estate Financing, Joint Ventures, Real Estate Development, Acquisitions, REO, Brokerage, Asset Management, Finance, Management, Restructuring, Financial Services, Equities, Location Intelligence, Property Management, Commercial Real Estate, Real Estate Transactions, Financial Modeling, SDLC, Alternative Investments, Portfolio Management, Disposition, Venture Capital, Financial Structuring, Investment Properties, Investor Relations, Mergers & Acquisitions, Corporate Real Estate, Leases, Private Equity, Structured Finance, Loan Origination, Investment Banking, Credit Analysis, Investments
Education
Cornell University 1994 — 1998
BS, Hotel Administration
Poway high School
Theresa O'Connell's Donaldson, Lufkin & Jenrette Experience January 1990 - April 1995
Job Assistant Commissioner at City of Chicago
Industry Government Relations
Experience
City of Chicago September 1995 - Present
Donaldson, Lufkin & Jenrette January 1990 - April 1995
Skills
Public Policy, Fundraising, Program Management, Community Outreach, Government, Policy Analysis, Legislative Relations, Policy, Political Campaigns, Economic Development, Grants, Politics, Nonprofits, Community Development, Public Administration
Education
DePaul University
Bachelor of Arts (B.A.), Political Science and Government
DePaul University College of Law
City of Chicago September 1995 - Present
Donaldson, Lufkin & Jenrette January 1990 - April 1995
Skills
Public Policy, Fundraising, Program Management, Community Outreach, Government, Policy Analysis, Legislative Relations, Policy, Political Campaigns, Economic Development, Grants, Politics, Nonprofits, Community Development, Public Administration
Education
DePaul University
Bachelor of Arts (B.A.), Political Science and Government
DePaul University College of Law
Don Zirilli's Donaldson, Lufkin & Jenrette Experience August 1997 - June 1999
Job programmer, manager, writer
Industry Internet
Experience
Lifepoint Informatics June 2009 - Present
Foster Wheeler August 2005 - February 2009
Credit Suisse First Boston November 2002 - August 2005
Citigate Albert Frank June 1999 - September 2002
Donaldson, Lufkin & Jenrette August 1997 - June 1999
Data Conversion Laboratory January 1994 - July 1997
AT&T 1993 - 1993
UNIX International 1990 - 1993
AT&T 1988 - 1990
Skills
Databases, XML, SQL, Web Development, HTML, Unix, Microsoft SQL Server, JavaScript, Project Management
Education
Drew University 1984 — 1988
BA, Computer Science, English
Lifepoint Informatics June 2009 - Present
Foster Wheeler August 2005 - February 2009
Credit Suisse First Boston November 2002 - August 2005
Citigate Albert Frank June 1999 - September 2002
Donaldson, Lufkin & Jenrette August 1997 - June 1999
Data Conversion Laboratory January 1994 - July 1997
AT&T 1993 - 1993
UNIX International 1990 - 1993
AT&T 1988 - 1990
Skills
Databases, XML, SQL, Web Development, HTML, Unix, Microsoft SQL Server, JavaScript, Project Management
Education
Drew University 1984 — 1988
BA, Computer Science, English
Tommy Koe's Donaldson, Lufkin & Jenrette Experience August 1997 - January 2000
Job at NSK Capital Research, Ltd.
Industry Banking
Experience
NSK Capital Research, Ltd. March 2011 - Present
Consultant / Freelance January 2009 - May 2009
Merrill Lynch August 2006 - 2008
Credit Suisse January 2000 - April 2005
Donaldson, Lufkin & Jenrette August 1997 - January 2000
Goldman Sachs June 1992 - July 1997
Skills
Fixed Income, Derivatives, Structured Products, Fixed Income Analysis, Financial Modeling, Risk Management, Credit Derivatives, Trading, Credit, Financial Structuring, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA
Cornell University 1987 — 1991
BS
NSK Capital Research, Ltd. March 2011 - Present
Consultant / Freelance January 2009 - May 2009
Merrill Lynch August 2006 - 2008
Credit Suisse January 2000 - April 2005
Donaldson, Lufkin & Jenrette August 1997 - January 2000
Goldman Sachs June 1992 - July 1997
Skills
Fixed Income, Derivatives, Structured Products, Fixed Income Analysis, Financial Modeling, Risk Management, Credit Derivatives, Trading, Credit, Financial Structuring, Capital Markets
Education
New York University - Leonard N. Stern School of Business 1995 — 1997
MBA
Cornell University 1987 — 1991
BS
John Navin's Donaldson, Lufkin & Jenrette Experience August 1991 - June 1995
Job Finance and Legal Advisor, Navin Advisory
Industry Law Practice
Experience
Navin Partners 2005 - Present
BB&T Capital Markets 2003 - 2005
Barclays Capital January 2001 - September 2002
Credit Suisse March 1998 - January 2001
CIBC 1995 - 1998
Donaldson, Lufkin & Jenrette August 1991 - June 1995
The Regina Company, Inc. July 1987 - July 1991
Winthrop, Stimson, Putnam & Roberts (now Pillsbury & Winthrop) October 1984 - July 1987
Skills
Corporate Finance, Investment Banking, Restructuring, Finance, Leveraged Finance, Management, Corporate Law, Private Equity, Venture Capital, Capital Markets, Hedge Funds, Sales, Equities, Valuation, High Yield, Series 7, Bloomberg, LBO, Securities, Investments, Fixed Income, Trading
Education
Columbia University - Columbia Business School 1990 — 1991
M.B.A., Finance
Georgetown University Law Center 1981 — 1984
J.D., Law
Duke University 1977 — 1981
A.B., Economics
The Pingry School 1973 — 1977
High school
Navin Partners 2005 - Present
BB&T Capital Markets 2003 - 2005
Barclays Capital January 2001 - September 2002
Credit Suisse March 1998 - January 2001
CIBC 1995 - 1998
Donaldson, Lufkin & Jenrette August 1991 - June 1995
The Regina Company, Inc. July 1987 - July 1991
Winthrop, Stimson, Putnam & Roberts (now Pillsbury & Winthrop) October 1984 - July 1987
Skills
Corporate Finance, Investment Banking, Restructuring, Finance, Leveraged Finance, Management, Corporate Law, Private Equity, Venture Capital, Capital Markets, Hedge Funds, Sales, Equities, Valuation, High Yield, Series 7, Bloomberg, LBO, Securities, Investments, Fixed Income, Trading
Education
Columbia University - Columbia Business School 1990 — 1991
M.B.A., Finance
Georgetown University Law Center 1981 — 1984
J.D., Law
Duke University 1977 — 1981
A.B., Economics
The Pingry School 1973 — 1977
High school
Suzanne (Susu) Bagert's Donaldson, Lufkin & Jenrette Experience January 2000 - November 2000
Job Attorney / Private Equity Consultant
Industry Law Practice
Experience
Law Office of Suzanne Bagert 2011 - Present
Cayenne Consulting, LLC 2004 - Present
Bayou Ridge Holdings, LLC August 2004 - August 2013
Credit Suisse First Boston November 2000 - May 2003
Credit Suisse 2002 - 2003
Donaldson, Lufkin & Jenrette January 2000 - November 2000
O'Sullivan, Graev & Karabell, LLP 1999 - 2000
LeBoeuf, Lamb, Greene & MacRae, LLP October 1996 - December 1998
Skills
Private Equity, Venture Capital, Due Diligence, Investment Banking, Corporate Governance, Mergers, Corporate Finance, Alternative Investments, Securities Regulation, Capital Markets, Securities, Corporate Law, Legal Advice, Restructuring, Leveraged Finance, Investments, LBO, Civil Litigation, Asset Management, Start-ups, Hedge Funds, Bankruptcy, Investor Relations, Legal Writing, Corporate Development, Joint Ventures, Private Placements, Mergers & Acquisitions, Commercial Litigation, Divestitures, Financial Structuring, Cross-border..., Emerging Markets
Education
Tulane University Law School 1993 — 1996
J.D., Law
University of New Orleans 1993 — 1993
Accounting and Finance Coursework, 4.0
Duke University 1986 — 1990
BA, Economics, French
Law Office of Suzanne Bagert 2011 - Present
Cayenne Consulting, LLC 2004 - Present
Bayou Ridge Holdings, LLC August 2004 - August 2013
Credit Suisse First Boston November 2000 - May 2003
Credit Suisse 2002 - 2003
Donaldson, Lufkin & Jenrette January 2000 - November 2000
O'Sullivan, Graev & Karabell, LLP 1999 - 2000
LeBoeuf, Lamb, Greene & MacRae, LLP October 1996 - December 1998
Skills
Private Equity, Venture Capital, Due Diligence, Investment Banking, Corporate Governance, Mergers, Corporate Finance, Alternative Investments, Securities Regulation, Capital Markets, Securities, Corporate Law, Legal Advice, Restructuring, Leveraged Finance, Investments, LBO, Civil Litigation, Asset Management, Start-ups, Hedge Funds, Bankruptcy, Investor Relations, Legal Writing, Corporate Development, Joint Ventures, Private Placements, Mergers & Acquisitions, Commercial Litigation, Divestitures, Financial Structuring, Cross-border..., Emerging Markets
Education
Tulane University Law School 1993 — 1996
J.D., Law
University of New Orleans 1993 — 1993
Accounting and Finance Coursework, 4.0
Duke University 1986 — 1990
BA, Economics, French
Nicholas Donahue's Donaldson, Lufkin & Jenrette Experience 1994 - 1998
Job Experienced Power and Energy Executive
Industry Utilities
Experience
Hecate NE Solar LLC July 2012 - July 2013
OCI Solar Power (f/k/a CornerStone Power Development) January 2010 - July 2012
Easton Road Capital, LLC May 2009 - January 2010
K Road 2001 - 2008
Sithe Energies 1999 - 2001
Donaldson, Lufkin & Jenrette 1994 - 1998
Barclays Bank 1987 - 1992
Skills
Project Finance, Mergers, Corporate Finance, Renewable Energy, Electric Power, Investments, Private Equity, Venture Capital, Finance, Mergers & Acquisitions, Due Diligence, Energy, Management, Financial Modeling, Structured Finance, Corporate Development, Investment Banking
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance and Management
Georgetown University 1983 — 1986
BA, History
Hecate NE Solar LLC July 2012 - July 2013
OCI Solar Power (f/k/a CornerStone Power Development) January 2010 - July 2012
Easton Road Capital, LLC May 2009 - January 2010
K Road 2001 - 2008
Sithe Energies 1999 - 2001
Donaldson, Lufkin & Jenrette 1994 - 1998
Barclays Bank 1987 - 1992
Skills
Project Finance, Mergers, Corporate Finance, Renewable Energy, Electric Power, Investments, Private Equity, Venture Capital, Finance, Mergers & Acquisitions, Due Diligence, Energy, Management, Financial Modeling, Structured Finance, Corporate Development, Investment Banking
Education
Columbia University - Columbia Business School 1992 — 1994
MBA, Finance and Management
Georgetown University 1983 — 1986
BA, History
Sanjay Puri's Donaldson, Lufkin & Jenrette Experience February 1994 - September 1996
Job Founder Sankofa Capital
Industry Investment Management
Experience
Sankofa Capital August 2011 - Present
Unterberg Capital April 2009 - June 2011
Walker Smith Capital October 2004 - March 2009
Thomas Weisel Partners February 2000 - December 2002
Bank Paribas July 1998 - February 2000
Donaldson, Lufkin & Jenrette February 1994 - September 1996
Skills
Hedge Funds, Equities, Alternative Investments, Financial Modeling, Portfolio Management, Valuation, Investments, Equity Research, Investment Management, Asset Management, Private Equity
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance/Investment Mgmt
Pepperdine University 1987 — 1991
BS, Accounting
Middlesex School 1983 — 1987
Ged
Sankofa Capital August 2011 - Present
Unterberg Capital April 2009 - June 2011
Walker Smith Capital October 2004 - March 2009
Thomas Weisel Partners February 2000 - December 2002
Bank Paribas July 1998 - February 2000
Donaldson, Lufkin & Jenrette February 1994 - September 1996
Skills
Hedge Funds, Equities, Alternative Investments, Financial Modeling, Portfolio Management, Valuation, Investments, Equity Research, Investment Management, Asset Management, Private Equity
Education
Columbia University - Columbia Business School 1996 — 1998
MBA, Finance/Investment Mgmt
Pepperdine University 1987 — 1991
BS, Accounting
Middlesex School 1983 — 1987
Ged
Craig Wadler's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company September 2011 - Present
Credit Suisse June 2008 - September 2011
UBS Investment Bank 2001 - 2008
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1988 — 1992
Bachelor of Science (B.S.)
Moelis & Company September 2011 - Present
Credit Suisse June 2008 - September 2011
UBS Investment Bank 2001 - 2008
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Columbia University - Columbia Business School 1994 — 1996
Master of Business Administration (M.B.A.)
Indiana University Bloomington 1988 — 1992
Bachelor of Science (B.S.)
Amy Murphy Carroll's Donaldson, Lufkin & Jenrette Experience August 1987 - January 1995
Job Special Assistant to the President at Norwalk Community College
Industry Financial Services
Experience
Norwalk Community College September 2014 - Present
GE Asset Management January 2014 - August 2014
Gates Capital Corporation February 2013 - December 2013
Invesco Ltd. January 2010 - June 2011
Morgan Stanley/Van Kampen May 1995 - December 2009
Donaldson, Lufkin & Jenrette August 1987 - January 1995
Skills
Financial Analysis
Education
Cornell University
BS, Industrial and Labor Relations
University of Pennsylvania - The Wharton School
MBA, Finance, General
Norwalk Community College September 2014 - Present
GE Asset Management January 2014 - August 2014
Gates Capital Corporation February 2013 - December 2013
Invesco Ltd. January 2010 - June 2011
Morgan Stanley/Van Kampen May 1995 - December 2009
Donaldson, Lufkin & Jenrette August 1987 - January 1995
Skills
Financial Analysis
Education
Cornell University
BS, Industrial and Labor Relations
University of Pennsylvania - The Wharton School
MBA, Finance, General
Rookmattie Devika Samaroo's Donaldson, Lufkin & Jenrette Experience May 2000 - June 2001
Job Staff Developer & Literacy Coach at NYC Department of Education
Industry Education Management
Experience
NYCDOE August 2013 - Present
NYC Department of Education August 2010 - Present
Donaldson, Lufkin & Jenrette May 2000 - June 2001
Pershing Limited January 1997 - May 2000
Bank of Bermuda November 1989 - December 1996
Manufacturers Hanover Trust November 1987 - October 1989
Skills
Differentiated..., Lesson Planning, Literacy, Teachers, Educational Leadership, Curriculum Design, Curriculum Development, Elementary Education, Special Education, K-12, Teacher Training, Social Studies, Instructional Design, Tutoring, Classroom, Classroom Management, Staff Development, ESL
Education
Concordia University Chicago 2015 — 2019
Doctor of Education (Ed.D.), Reading, Language and Literacy, Elementary
Fordham University 2005 — 2006
Reading Certification, Ennis Cosby Graduate Certificate - Young Readers at Risk
Mercy College 2003 — 2005
Master of Arts (MA), Early Childhood Education and Teaching, 4
Herbert Lehman College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
NYCDOE August 2013 - Present
NYC Department of Education August 2010 - Present
Donaldson, Lufkin & Jenrette May 2000 - June 2001
Pershing Limited January 1997 - May 2000
Bank of Bermuda November 1989 - December 1996
Manufacturers Hanover Trust November 1987 - October 1989
Skills
Differentiated..., Lesson Planning, Literacy, Teachers, Educational Leadership, Curriculum Design, Curriculum Development, Elementary Education, Special Education, K-12, Teacher Training, Social Studies, Instructional Design, Tutoring, Classroom, Classroom Management, Staff Development, ESL
Education
Concordia University Chicago 2015 — 2019
Doctor of Education (Ed.D.), Reading, Language and Literacy, Elementary
Fordham University 2005 — 2006
Reading Certification, Ennis Cosby Graduate Certificate - Young Readers at Risk
Mercy College 2003 — 2005
Master of Arts (MA), Early Childhood Education and Teaching, 4
Herbert Lehman College 1996 — 2000
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Hootan Yaghoobzadeh's Donaldson, Lufkin & Jenrette Experience 1996 - 1998
Job Managing Director, Staple Street Capital
Industry Venture Capital & Private Equity
Experience
Staple Street Capital October 2009 - Present
Cerberus Capital Management 2003 - 2009
The Carlyle Group 2002 - 2003
The Carlyle Group 1998 - 2000
Donaldson, Lufkin & Jenrette 1996 - 1998
Skills
Private Equity, Restructuring, Bankruptcy, Mergers, LBO, Corporate Development, Investment Banking, Corporate Finance, M&A experience, Deal Sourcing, Hedge Funds, Buyouts, Capital Markets, Investments, Alternative Investments, High Yield, Asset Management, Due Diligence, Mergers, Portfolio Management, Strategy, Valuation
Education
Harvard Business School 2000 — 2002
MBA
Cornell University 1992 — 1996
BS, Applied Economics
Staple Street Capital October 2009 - Present
Cerberus Capital Management 2003 - 2009
The Carlyle Group 2002 - 2003
The Carlyle Group 1998 - 2000
Donaldson, Lufkin & Jenrette 1996 - 1998
Skills
Private Equity, Restructuring, Bankruptcy, Mergers, LBO, Corporate Development, Investment Banking, Corporate Finance, M&A experience, Deal Sourcing, Hedge Funds, Buyouts, Capital Markets, Investments, Alternative Investments, High Yield, Asset Management, Due Diligence, Mergers, Portfolio Management, Strategy, Valuation
Education
Harvard Business School 2000 — 2002
MBA
Cornell University 1992 — 1996
BS, Applied Economics
Charles Heckelman's Donaldson, Lufkin & Jenrette Experience 1989 - 2000
Job Managing Director at Cantor Fitzgerald
Industry Investment Banking
Experience
Bank of America Merrill Lynch May 2003 - June 2014
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Series 24, Series 7, Series 63, CFA, Alternative Investments, Capital Markets, Chartered Financial..., Bonds, Credit Derivatives, Equities, Fixed Income, Hedge Funds, Investments, Derivatives, Bloomberg, Structured Products, Asset Management, Investment Banking, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA
St. Lawrence University 1977 — 1981
BA, Economics
Bank of America Merrill Lynch May 2003 - June 2014
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Series 24, Series 7, Series 63, CFA, Alternative Investments, Capital Markets, Chartered Financial..., Bonds, Credit Derivatives, Equities, Fixed Income, Hedge Funds, Investments, Derivatives, Bloomberg, Structured Products, Asset Management, Investment Banking, Portfolio Management
Education
Cornell University - Johnson Graduate School of Management 1983 — 1985
MBA
St. Lawrence University 1977 — 1981
BA, Economics
Rodney Plaskett's Donaldson, Lufkin & Jenrette Experience December 1994 - December 2000
Job Director Investments Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Oppenheimer & Co. Inc. June 2014 - Present
Lehman Brothers January 2011 - July 2012
Maxim Group January 2011 - January 2012
Barclays January 2009 - January 2010
Fulcrum Global Partners 2003 - 2005
Bank of America January 2001 - January 2004
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Cahill Gordon & Reindel LLP December 1982 - December 1986
Skills
Financial Advisory, Financial Services, Wealth Management..., Relationship Management, Retirement Savings
Education
Columbia University School of Law 1977 — 1981
Doctor of Law (J.D.), Law
Franklin & Marshall College 1973 — 1977
BA, History
Oppenheimer & Co. Inc. June 2014 - Present
Lehman Brothers January 2011 - July 2012
Maxim Group January 2011 - January 2012
Barclays January 2009 - January 2010
Fulcrum Global Partners 2003 - 2005
Bank of America January 2001 - January 2004
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Donaldson, Lufkin & Jenrette December 1994 - December 2000
Cahill Gordon & Reindel LLP December 1982 - December 1986
Skills
Financial Advisory, Financial Services, Wealth Management..., Relationship Management, Retirement Savings
Education
Columbia University School of Law 1977 — 1981
Doctor of Law (J.D.), Law
Franklin & Marshall College 1973 — 1977
BA, History
Lawrence Abrams's Donaldson, Lufkin & Jenrette Experience 1990 - 2000
Job product manager at Stone Tower Capital
Industry Investment Management
Experience
Stone Tower Capital 2008 - Present
Credit Suisse 2000 - 2008
CS 2000 - 2008
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette 1990 - 2000
Donaldson Lufkin & Jenrette Securities 1990 - 2000
LF Rothschild 1982 - 1990
Federal Reserve Bank of New York 1978 - 1982
Education
Columbia University
PhD, Economic History
Columbia University - Columbia Business School
MBA, Finance
Stone Tower Capital 2008 - Present
Credit Suisse 2000 - 2008
CS 2000 - 2008
Credit Suisse First Boston 2000 - 2008
Donaldson, Lufkin & Jenrette 1990 - 2000
Donaldson Lufkin & Jenrette Securities 1990 - 2000
LF Rothschild 1982 - 1990
Federal Reserve Bank of New York 1978 - 1982
Education
Columbia University
PhD, Economic History
Columbia University - Columbia Business School
MBA, Finance
Jeff Mizrahi's Donaldson, Lufkin & Jenrette Experience May 2000 - August 2000
Job Partner at Sand Oak Capital LLC
Industry Venture Capital & Private Equity
Experience
Sand Oak Capital January 2014 - Present
York Capital January 2012 - June 2013
Lindsay Goldberg July 2009 - December 2011
Lindsay Goldberg August 2005 - July 2007
Credit Suisse First Boston August 2003 - July 2005
ESP Pharma August 2002 - July 2003
Credit Suisse First Boston August 2001 - July 2002
Donaldson, Lufkin & Jenrette May 2000 - August 2000
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Development, Mergers, Corporate Finance, Investments, Mergers & Acquisitions, Economics
Education
Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Graduated with Honors
Brown University 1997 — 2001
AB, East Asian Studies, Economics
Sand Oak Capital January 2014 - Present
York Capital January 2012 - June 2013
Lindsay Goldberg July 2009 - December 2011
Lindsay Goldberg August 2005 - July 2007
Credit Suisse First Boston August 2003 - July 2005
ESP Pharma August 2002 - July 2003
Credit Suisse First Boston August 2001 - July 2002
Donaldson, Lufkin & Jenrette May 2000 - August 2000
Skills
Private Equity, Financial Modeling, Valuation, Investment Banking, Due Diligence, Corporate Development, Mergers, Corporate Finance, Investments, Mergers & Acquisitions, Economics
Education
Columbia Business School 2007 — 2009
Master of Business Administration (MBA), Graduated with Honors
Brown University 1997 — 2001
AB, East Asian Studies, Economics
Joe Reich's Donaldson, Lufkin & Jenrette Experience 1961 - 1968
Job consultant at Self employed
Industry Education Management
Experience
Self - employed January 2014 - Present
beginning with children fdn 1990 - May 2010
nyc charter center 2003 - 2007
Reich&Tang Inc. 1968 - 1987
Donaldson, Lufkin & Jenrette 1961 - 1968
Skills
Fundraising, Public Speaking, Teaching, Nonprofits, Higher Education, Educational Leadership, Strategic Planning, Research, Program Development, Community Outreach
Education
Stanford University 1958 — 1960
MBA, Finance, General
Cornell University 1951 — 1955
BA, Economics
Self - employed January 2014 - Present
beginning with children fdn 1990 - May 2010
nyc charter center 2003 - 2007
Reich&Tang Inc. 1968 - 1987
Donaldson, Lufkin & Jenrette 1961 - 1968
Skills
Fundraising, Public Speaking, Teaching, Nonprofits, Higher Education, Educational Leadership, Strategic Planning, Research, Program Development, Community Outreach
Education
Stanford University 1958 — 1960
MBA, Finance, General
Cornell University 1951 — 1955
BA, Economics
BILL COLEMAN's Donaldson, Lufkin & Jenrette Experience August 1996 - December 1997
Job CoFounder & CEO at Novum Auto Services
Industry Automotive
Experience
Novum Auto Services January 2014 - Present
Manheim January 2009 - December 2013
Manheim February 2006 - December 2008
Cox Enterprises November 2004 - January 2006
Secure Software January 2002 - November 2004
The Carlyle Group January 1998 - December 1999
Donaldson, Lufkin & Jenrette August 1996 - December 1997
Skills
Customer Satisfaction, Team Building, Customer Retention, New Business Development, Sales Management, Account Management, Sales Process, Negotiation, Operations Management, Sales Operations, Automotive Aftermarket, Automotive, B2B, Budgets, Business Development, Business Planning, Business Strategy, Competitive Analysis, CRM, Cross-functional Team..., Customer Service, Dealers, Fleet Management, Forecasting, Income Statement, Inventory Management, Leadership, Management, Marketing, Marketing Strategy, P, Process Improvement, Pricing, Product Development, Product Management, Profit, Sales, Selling, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Vehicles, Automobile
Education
Columbia University - Columbia Business School 2000 — 2001
MBA, Finance & Management
Georgetown University 1992 — 1996
BS, Finance
Novum Auto Services January 2014 - Present
Manheim January 2009 - December 2013
Manheim February 2006 - December 2008
Cox Enterprises November 2004 - January 2006
Secure Software January 2002 - November 2004
The Carlyle Group January 1998 - December 1999
Donaldson, Lufkin & Jenrette August 1996 - December 1997
Skills
Customer Satisfaction, Team Building, Customer Retention, New Business Development, Sales Management, Account Management, Sales Process, Negotiation, Operations Management, Sales Operations, Automotive Aftermarket, Automotive, B2B, Budgets, Business Development, Business Planning, Business Strategy, Competitive Analysis, CRM, Cross-functional Team..., Customer Service, Dealers, Fleet Management, Forecasting, Income Statement, Inventory Management, Leadership, Management, Marketing, Marketing Strategy, P, Process Improvement, Pricing, Product Development, Product Management, Profit, Sales, Selling, Start-ups, Strategic Partnerships, Strategic Planning, Strategy, Vehicles, Automobile
Education
Columbia University - Columbia Business School 2000 — 2001
MBA, Finance & Management
Georgetown University 1992 — 1996
BS, Finance
Brian Kabot's Donaldson, Lufkin & Jenrette Experience June 2000 - April 2003
Job Partner at Riverloft Capital Management
Industry Investment Management
Experience
Riverloft Capital Management January 2011 - Present
Gulf Coast Capital 2009 - 2011
Sun Capital Partners August 2006 - January 2009
Reservoir Capital Group February 2005 - July 2006
Questor May 2003 - February 2005
Donaldson, Lufkin & Jenrette June 2000 - April 2003
Education
Cornell University 1996 — 2000
Bachelor of Science, Finance and Accounting
University School
Riverloft Capital Management January 2011 - Present
Gulf Coast Capital 2009 - 2011
Sun Capital Partners August 2006 - January 2009
Reservoir Capital Group February 2005 - July 2006
Questor May 2003 - February 2005
Donaldson, Lufkin & Jenrette June 2000 - April 2003
Education
Cornell University 1996 — 2000
Bachelor of Science, Finance and Accounting
University School
Virginia Cleary Mahon's Donaldson, Lufkin & Jenrette Experience 1985 - 1996
Job Payroll Administrator at Human Resource Management
Industry Insurance
Experience
Human Resource Management Supervisor of Payroll AccountingEdison Schools2001 - 2006
Young & Rubicam 1997 - 2001
Donaldson, Lufkin & Jenrette 1985 - 1996
Education
Dowling College 1994 — 1996
MBA, Business Administration
Human Resource Management Supervisor of Payroll AccountingEdison Schools2001 - 2006
Young & Rubicam 1997 - 2001
Donaldson, Lufkin & Jenrette 1985 - 1996
Education
Dowling College 1994 — 1996
MBA, Business Administration
Andrew Kaplan's Donaldson, Lufkin & Jenrette Experience June 1996 - September 2000
Job Risk Underwriter and Portfolio Manager
Industry Insurance
Experience
Awbury Group September 2011 - Present
JPMorgan Chase July 2007 - June 2010
Credit Suisse April 2003 - May 2007
Credit Suisse September 2000 - April 2003
Donaldson, Lufkin & Jenrette June 1996 - September 2000
JPMorgan Chase August 1993 - June 1996
JPMorgan Chase June 1990 - August 1993
Skills
Fixed Income, Hedge Funds, Derivatives, Investment Banking, Credit Derivatives, Risk Management, Finance, Trading, Capital Markets, Portfolio Management, Credit Risk, Credit, Emerging Markets
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Finance
Cornell University 1986 — 1990
BS, Engineering - Computer Science and Operations Research
Awbury Group September 2011 - Present
JPMorgan Chase July 2007 - June 2010
Credit Suisse April 2003 - May 2007
Credit Suisse September 2000 - April 2003
Donaldson, Lufkin & Jenrette June 1996 - September 2000
JPMorgan Chase August 1993 - June 1996
JPMorgan Chase June 1990 - August 1993
Skills
Fixed Income, Hedge Funds, Derivatives, Investment Banking, Credit Derivatives, Risk Management, Finance, Trading, Capital Markets, Portfolio Management, Credit Risk, Credit, Emerging Markets
Education
Fairleigh Dickinson University 1990 — 1993
MBA, Finance
Cornell University 1986 — 1990
BS, Engineering - Computer Science and Operations Research
Timothy Gordon's Donaldson, Lufkin & Jenrette Experience 1991 - 1998
Job Senior Trader (High Yield Bonds) at Raymond James & Associates, Inc
Industry Investment Banking
Experience
Raymond James & Associates, Inc December 2002 - Present
Bank of America 1998 - 2002
Donaldson, Lufkin & Jenrette 1991 - 1998
UBS Investment Bank 1990 - 1991
Dean Witter Reynolds 1986 - 1990
Skills
High Yield Bonds, Distressed Debt, Credit Trading, Arbitrage, Series 7, Bloomberg, Investments, Fixed Income, Portfolio Management, Securities, Trading, Series 63, Capital Markets, Bonds
Education
Cornell University 1981 — 1985
Bachelor of Science (B.S.), Applied Economics
Raymond James & Associates, Inc December 2002 - Present
Bank of America 1998 - 2002
Donaldson, Lufkin & Jenrette 1991 - 1998
UBS Investment Bank 1990 - 1991
Dean Witter Reynolds 1986 - 1990
Skills
High Yield Bonds, Distressed Debt, Credit Trading, Arbitrage, Series 7, Bloomberg, Investments, Fixed Income, Portfolio Management, Securities, Trading, Series 63, Capital Markets, Bonds
Education
Cornell University 1981 — 1985
Bachelor of Science (B.S.), Applied Economics
Benjamin Huneke's Donaldson, Lufkin & Jenrette Experience 1996 - 1999
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley 2006 - Present
McKinsey & Company June 2000 - July 2006
Donaldson, Lufkin & Jenrette 1996 - 1999
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.)
Princeton University 1991 — 1996
Bachelor's Degree
Summit High School
Morgan Stanley 2006 - Present
McKinsey & Company June 2000 - July 2006
Donaldson, Lufkin & Jenrette 1996 - 1999
Education
Columbia University - Columbia Business School 1999 — 2001
Master of Business Administration (M.B.A.)
Princeton University 1991 — 1996
Bachelor's Degree
Summit High School
Vincent DeGiaimo's Donaldson, Lufkin & Jenrette Experience 1979 - 2000
Job CEO at Ridge Croft Capital Advisory LLC
Industry
Experience
Ridge Croft Capital Advisory LLC January 2009 - Present
Muirfield Capital Management February 2004 - January 2009
Credit Suisse November 2000 - March 2003
Donaldson, Lufkin & Jenrette 1979 - 2000
DLJ 1979 - 2000
Skills
Asset Allocation, Venture Capital, Equities, Investment Banking, Hedge Funds, Vendor Management, Due Diligence, Asset Management, Finance, Management, Mergers & Acquisitions, Private Equity, Financial Analysis, Financial Advisory, Alternative Investments, Start-ups, Strategy, Valuation, Financial Modeling, Fixed Income, Corporate Finance, M&A experience, Capital Markets, Investments, Series 7
Education
Columbia University - Columbia Business School 2011 — 2011
Certificate, Non Profit Management
St.Francis College 1968 — 1972
BS, Accounting
Ridge Croft Capital Advisory LLC January 2009 - Present
Muirfield Capital Management February 2004 - January 2009
Credit Suisse November 2000 - March 2003
Donaldson, Lufkin & Jenrette 1979 - 2000
DLJ 1979 - 2000
Skills
Asset Allocation, Venture Capital, Equities, Investment Banking, Hedge Funds, Vendor Management, Due Diligence, Asset Management, Finance, Management, Mergers & Acquisitions, Private Equity, Financial Analysis, Financial Advisory, Alternative Investments, Start-ups, Strategy, Valuation, Financial Modeling, Fixed Income, Corporate Finance, M&A experience, Capital Markets, Investments, Series 7
Education
Columbia University - Columbia Business School 2011 — 2011
Certificate, Non Profit Management
St.Francis College 1968 — 1972
BS, Accounting
Douglas Newton's Donaldson, Lufkin & Jenrette Experience 2000 - 2001
Job Partner at The WindAcre Partnership
Industry Investment Management
Experience
The WindAcre Partnership 2013 - Present
Seneca Capital 2006 - 2012
DLJ Merchant Banking Partners 2002 - 2004
Credit Suisse 2001 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2001
Skills
Equities, Equity Research, Valuation, Hedge Funds, Private Equity, Corporate Finance
Education
Stanford Graduate School of Business 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Dartmouth College 1996 — 2000
Bachelor of Arts (B.A.), Economics
The WindAcre Partnership 2013 - Present
Seneca Capital 2006 - 2012
DLJ Merchant Banking Partners 2002 - 2004
Credit Suisse 2001 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2001
Skills
Equities, Equity Research, Valuation, Hedge Funds, Private Equity, Corporate Finance
Education
Stanford Graduate School of Business 2004 — 2006
Master of Business Administration (MBA), Business Administration and Management, General
Dartmouth College 1996 — 2000
Bachelor of Arts (B.A.), Economics
Mark Lanigan's Donaldson, Lufkin & Jenrette Experience February 1990 - November 2000
Job Operating Executive at Tailwind Capital
Industry Venture Capital & Private Equity
Experience
Tailwind Capital June 2015 - Present
Black Canyon Capital 2004 - Present
Credit Suisse November 2000 - May 2004
Donaldson, Lufkin & Jenrette February 1990 - November 2000
Drexel Burnham Lambert September 1986 - February 1990
Education
Harvard Business School 1983 — 1986
MBA, Finance
Harvard Law School 1982 — 1986
JD
Colgate University 1978 — 1982
BA, Economics and Political Science
Tailwind Capital June 2015 - Present
Black Canyon Capital 2004 - Present
Credit Suisse November 2000 - May 2004
Donaldson, Lufkin & Jenrette February 1990 - November 2000
Drexel Burnham Lambert September 1986 - February 1990
Education
Harvard Business School 1983 — 1986
MBA, Finance
Harvard Law School 1982 — 1986
JD
Colgate University 1978 — 1982
BA, Economics and Political Science
Nanci Bizzell's Donaldson, Lufkin & Jenrette Experience 1983 - October 2000
Job Office Manager at Muirfield Capital Management
Industry Investment Management
Experience
Muirfield Capital Management September 2001 - Present
Donaldson, Lufkin & Jenrette 1983 - October 2000
Skills
Heavy Calendaring, Diary Management, Calendaring, Executive Support, Travel Arrangements, Executive..., Expense Reports, Office Operations, Concur, Personal Support
Education
Durham College
Muirfield Capital Management September 2001 - Present
Donaldson, Lufkin & Jenrette 1983 - October 2000
Skills
Heavy Calendaring, Diary Management, Calendaring, Executive Support, Travel Arrangements, Executive..., Expense Reports, Office Operations, Concur, Personal Support
Education
Durham College
Steven Kent,CFA's Donaldson, Lufkin & Jenrette Experience February 1987 - May 1990
Job Managing Director at Goldman Sachs, Lodging, Gaming and Leisure Investment Research
Industry Investment Banking
Experience
Goldman Sachs May 1990 - Present
Donaldson, Lufkin & Jenrette February 1987 - May 1990
Goldman Sachs May 1985 - September 1986
Skills
Financial Analysis, Research, Gaming Industry, Online Gaming, Cruises, Investments, Sell Side, Hospitality, Hotels, Car Rental, Institutional Investors, Real Estate Investment, Real Estate Finance, Finance, Equities, Financial Modeling, Hedge Funds, Institutional..., Investment Properties, Capital Markets, Management, Mergers, Private Equity, Real Estate Economics, Valuation, Asset Management, Investment Banking
Education
NYU Stern School of Business 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
Columbia Business School 1986 — 1987
Business/Managerial Economics
SUNY Stony Brook 1982 — 1985
Bachelor of Arts (BA), Economics
SUNY Albany 1981 — 1982
Goldman Sachs May 1990 - Present
Donaldson, Lufkin & Jenrette February 1987 - May 1990
Goldman Sachs May 1985 - September 1986
Skills
Financial Analysis, Research, Gaming Industry, Online Gaming, Cruises, Investments, Sell Side, Hospitality, Hotels, Car Rental, Institutional Investors, Real Estate Investment, Real Estate Finance, Finance, Equities, Financial Modeling, Hedge Funds, Institutional..., Investment Properties, Capital Markets, Management, Mergers, Private Equity, Real Estate Economics, Valuation, Asset Management, Investment Banking
Education
NYU Stern School of Business 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
Columbia Business School 1986 — 1987
Business/Managerial Economics
SUNY Stony Brook 1982 — 1985
Bachelor of Arts (BA), Economics
SUNY Albany 1981 — 1982
Desmond M Douglas's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Chief Financial Officer at Dodge Data & Analytics (A Symphony Technology Portfolio Company)
Industry Information Services
Experience
Dodge Data & Analytics April 2014 - Present
McGraw Hill Financial 2003 - October 2014
Deutsche Bank 2001 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
KPMG US 1992 - 1996
Skills
Mergers & Acquisitions, Strategic Planning, Financial Analysis, Carve-outs, CPA
Education
Columbia Business School 2000 — 2001
Master of Business Administration (MBA), Finance, General
Fordham University 1988 — 1992
Bachelor's degree, Accounting, Summa Cum Laude
Dodge Data & Analytics April 2014 - Present
McGraw Hill Financial 2003 - October 2014
Deutsche Bank 2001 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
KPMG US 1992 - 1996
Skills
Mergers & Acquisitions, Strategic Planning, Financial Analysis, Carve-outs, CPA
Education
Columbia Business School 2000 — 2001
Master of Business Administration (MBA), Finance, General
Fordham University 1988 — 1992
Bachelor's degree, Accounting, Summa Cum Laude
Paula Jennings's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job COO Regional Management Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank September 2013 - Present
Deutsche Bank August 2002 - September 2013
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Investment Banking, Fixed Income, Capital Markets, Risk Management, Derivatives, Equities, Hedge Funds, Change Management, Business Process..., Business Transformation, Financial Markets, Equity Derivatives, Program Management, Governance, Product Control, Management Consulting, Middle Office, Interest Rate..., Credit Derivatives, Mergers & Acquisitions, Market Risk, Due Diligence, Offshoring, Trading, Financial Reporting, Financial Risk, Structured Products, Trading Systems, Project Management
Education
Columbia University - Columbia Business School 2013 — 2014
The Columbia Coaching Certification Program, External, Executive Coaching
Trinity College, Dublin 1981 — 1984
Master's degree, Economics & Business
Trinity College, Dublin 1981 — 1984
Bachelor's degree, Economics & Business, BA
CEC NY
Deutsche Bank September 2013 - Present
Deutsche Bank August 2002 - September 2013
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Investment Banking, Fixed Income, Capital Markets, Risk Management, Derivatives, Equities, Hedge Funds, Change Management, Business Process..., Business Transformation, Financial Markets, Equity Derivatives, Program Management, Governance, Product Control, Management Consulting, Middle Office, Interest Rate..., Credit Derivatives, Mergers & Acquisitions, Market Risk, Due Diligence, Offshoring, Trading, Financial Reporting, Financial Risk, Structured Products, Trading Systems, Project Management
Education
Columbia University - Columbia Business School 2013 — 2014
The Columbia Coaching Certification Program, External, Executive Coaching
Trinity College, Dublin 1981 — 1984
Master's degree, Economics & Business
Trinity College, Dublin 1981 — 1984
Bachelor's degree, Economics & Business, BA
CEC NY
Craig McCurley's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job Director of Treasury at Harvard University
Industry Higher Education
Experience
Harvard University VP, Investment Banking
Donaldson, Lufkin & Jenrette 1999 - 2001
Education
Harvard University, John F. Kennedy School of Government 2003 — 2004
Master of Public Administration (MPA)
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Exeter College, Oxford University 1988 — 1992
Classics, B.A. Hons
Harvard University VP, Investment Banking
Donaldson, Lufkin & Jenrette 1999 - 2001
Education
Harvard University, John F. Kennedy School of Government 2003 — 2004
Master of Public Administration (MPA)
Columbia University - Columbia Business School 1997 — 1999
MBA, Finance
Exeter College, Oxford University 1988 — 1992
Classics, B.A. Hons
Randy Bort's Donaldson, Lufkin & Jenrette Experience January 1996 - January 1999
Job Partner at SandTree Holdings, LLC
Industry Real Estate
Experience
SandTree Holdings, LLC November 2012 - Present
Imperial Capital, LLC 2009 - 2012
The Mercanti Group February 2003 - December 2009
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette January 1999 - April 2002
Donaldson, Lufkin & Jenrette January 1996 - January 1999
Donaldson, Lufkin & Jenrette March 1994 - January 1996
Drexel Burnham Lambert July 1988 - April 1990
Drexel Burnham Lambert June 1986 - July 1988
Skills
Investment Banking, Mergers, Corporate Finance, Capital Markets, Equities, Fixed Income, Financial Modeling, Valuation
Education
Wharton School, University of Pennsylvania 1990 — 1992
Master of Business Administration (MBA), Economics and Entrepreneurial Management
Claremont McKenna College 1982 — 1986
Bachelor of Arts (B.A.), Economics and Mathematics
SandTree Holdings, LLC November 2012 - Present
Imperial Capital, LLC 2009 - 2012
The Mercanti Group February 2003 - December 2009
Credit Suisse First Boston / Donaldson, Lufkin & Jenrette January 1999 - April 2002
Donaldson, Lufkin & Jenrette January 1996 - January 1999
Donaldson, Lufkin & Jenrette March 1994 - January 1996
Drexel Burnham Lambert July 1988 - April 1990
Drexel Burnham Lambert June 1986 - July 1988
Skills
Investment Banking, Mergers, Corporate Finance, Capital Markets, Equities, Fixed Income, Financial Modeling, Valuation
Education
Wharton School, University of Pennsylvania 1990 — 1992
Master of Business Administration (MBA), Economics and Entrepreneurial Management
Claremont McKenna College 1982 — 1986
Bachelor of Arts (B.A.), Economics and Mathematics
Eugene Cho's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Senior Credit Analyst at APG Asset Management
Industry Investment Management
Experience
APG Asset Management May 2004 - Present
CIBC 2002 - 2004
Telergy Inc. 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Lehman Brothers 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Yale University 1988 — 1992
Bachelor of Arts (B.A.), Economics
APG Asset Management May 2004 - Present
CIBC 2002 - 2004
Telergy Inc. 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Lehman Brothers 1992 - 1995
Education
Columbia University - Columbia Business School 1995 — 1997
Master of Business Administration (MBA), Finance, General
Yale University 1988 — 1992
Bachelor of Arts (B.A.), Economics
Dana Macy's Donaldson, Lufkin & Jenrette Experience September 1982 - December 1995
Job
Industry
Experience
Donaldson, Lufkin & Jenrette September 1982 - December 1995
F. Eberstadt & Co. July 1980 - September 1983
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Denison University 1976 — 1980
Bachelor's degree, Economics
Mendham High School, Mendham, NJ 1973 — 1976
Donaldson, Lufkin & Jenrette September 1982 - December 1995
F. Eberstadt & Co. July 1980 - September 1983
Skills
Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Sales, Leadership, Training, Photoshop
Education
Denison University 1976 — 1980
Bachelor's degree, Economics
Mendham High School, Mendham, NJ 1973 — 1976
Edward Jones
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation