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
Jay Harron Jay Harron's Donaldson, Lufkin & Jenrette Experience July 1998 - April 2001
Job President at Metro Storage International
Industry Financial Services
Experience
Metro Storage LLC October 2013 - Present
Metro Storage International May 2012 - Present
Equity International June 2007 - 2011
The Yucaipa Companies January 2006 - June 2007
Guggenheim Partners January 2004 - December 2005
UBS Investment Bank April 2001 - 2003
Donaldson, Lufkin & Jenrette July 1998 - April 2001
Lehman Brothers July 1994 - June 1996
Skills
Alternative Investments, Due Diligence, Analysis, Equities, Finance, Financial Structuring, Investment Strategies, Investments, Mergers, Portfolio Management, Private Equity, Real Estate, Valuation
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Georgetown University 1991 — 1993
BA, Government
St. Joseph's Preparatory School 1985 — 1989
High School Diploma
Metro Storage LLC October 2013 - Present
Metro Storage International May 2012 - Present
Equity International June 2007 - 2011
The Yucaipa Companies January 2006 - June 2007
Guggenheim Partners January 2004 - December 2005
UBS Investment Bank April 2001 - 2003
Donaldson, Lufkin & Jenrette July 1998 - April 2001
Lehman Brothers July 1994 - June 1996
Skills
Alternative Investments, Due Diligence, Analysis, Equities, Finance, Financial Structuring, Investment Strategies, Investments, Mergers, Portfolio Management, Private Equity, Real Estate, Valuation
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Georgetown University 1991 — 1993
BA, Government
St. Joseph's Preparatory School 1985 — 1989
High School Diploma
Charles (Chuck) Garrett Charles (Chuck) Garrett's Donaldson, Lufkin & Jenrette Experience 1994 - 2000
Job Executive Vice President
Industry Investment Management
Experience
Cherokee Nation Businesses October 2013 - Present
Ovation Real Estate July 2009 - October 2013
TVO North America & TVO Development Services 2002 - 2009
Eureka Holdings, Inc. 2000 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2000
Thacher Proffitt & Wood LLP 1989 - 1994
Skills
Mergers & Acquisitions, Investments, Asset Management, Real Estate Development, Real Estate, Strategy, Start-ups, Investment Properties, Finance, Portfolio Management, Property Management, Business Development, Management, Marketing, Investors, Asset Managment, Investment Banking, Mortgage Lending, Equities, Retail, Property, Investment Management, Corporate Law, Operations Management, Mergers, Financial Advisory, Financial Analysis, Energy, Due Diligence, Real Estate Transactions, Sustainability, Loan Origination, Public Policy, Strategic Planning, Business Planning, Joint Ventures
Education
Harvard Law School 1986 — 1989
J.D., Law
University of Oklahoma 1982 — 1986
BA, Political Science
Cherokee Nation Businesses October 2013 - Present
Ovation Real Estate July 2009 - October 2013
TVO North America & TVO Development Services 2002 - 2009
Eureka Holdings, Inc. 2000 - 2002
Donaldson, Lufkin & Jenrette 1994 - 2000
Thacher Proffitt & Wood LLP 1989 - 1994
Skills
Mergers & Acquisitions, Investments, Asset Management, Real Estate Development, Real Estate, Strategy, Start-ups, Investment Properties, Finance, Portfolio Management, Property Management, Business Development, Management, Marketing, Investors, Asset Managment, Investment Banking, Mortgage Lending, Equities, Retail, Property, Investment Management, Corporate Law, Operations Management, Mergers, Financial Advisory, Financial Analysis, Energy, Due Diligence, Real Estate Transactions, Sustainability, Loan Origination, Public Policy, Strategic Planning, Business Planning, Joint Ventures
Education
Harvard Law School 1986 — 1989
J.D., Law
University of Oklahoma 1982 — 1986
BA, Political Science
Christopher F. Gomba Christopher F. Gomba's Donaldson, Lufkin & Jenrette Experience April 1998 - June 2001
Job ICE OCIO Program Manager Data Center Virtualization & Cloud Computing Services
Industry Information Technology and Services
Experience
US Department of Homeland Security November 2011 - Present
Fannie Mae February 2008 - 2011
Protiviti August 2005 - October 2007
GHI International Corporation December 2003 - August 2005
WestLB June 2001 - December 2002
Donaldson, Lufkin & Jenrette April 1998 - June 2001
JPMorgan Chase February 1996 - April 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Business Intelligence, Data Warehousing, Risk Management, Vendor Management, Enterprise Architecture, Software Project..., Process Improvement, Requirements Gathering, IT Strategy, Program Management, Business Process..., Agile Methodologies, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Financial Risk, Corporate Finance, Managerial Finance, Government Contracting, Government Procurement, Federal Government, Corporate Governance, Sales Presentations, CRM Integration, Executive Management, Executive Reporting, Relationship Management, Building Relationships, Employee Relations, Cross-functional Team..., Team Building, Team Management, Capital Markets, Venture Capital, Proprietary Trading, FX trading, International Trade, Trading Systems, Trading Strategies, Budget Process, Derivatives, Trading, Options, Finance
Education
Georgetown University
Towson University
International Finance
US Department of Homeland Security November 2011 - Present
Fannie Mae February 2008 - 2011
Protiviti August 2005 - October 2007
GHI International Corporation December 2003 - August 2005
WestLB June 2001 - December 2002
Donaldson, Lufkin & Jenrette April 1998 - June 2001
JPMorgan Chase February 1996 - April 1998
Skills
SDLC, Business Analysis, Requirements Analysis, Business Intelligence, Data Warehousing, Risk Management, Vendor Management, Enterprise Architecture, Software Project..., Process Improvement, Requirements Gathering, IT Strategy, Program Management, Business Process..., Agile Methodologies, Financial Analysis, Financial Reporting, Financial Modeling, Strategic Financial..., Financial Risk, Corporate Finance, Managerial Finance, Government Contracting, Government Procurement, Federal Government, Corporate Governance, Sales Presentations, CRM Integration, Executive Management, Executive Reporting, Relationship Management, Building Relationships, Employee Relations, Cross-functional Team..., Team Building, Team Management, Capital Markets, Venture Capital, Proprietary Trading, FX trading, International Trade, Trading Systems, Trading Strategies, Budget Process, Derivatives, Trading, Options, Finance
Education
Georgetown University
Towson University
International Finance
Christopher Malkin Christopher Malkin's Donaldson, Lufkin & Jenrette Experience March 1989 - December 2000
Job AVP Senior Credit Analyst at Wells Fargo Bk NA
Industry Banking
Experience
Wells Fargo November 2013 - Present
TD Bank Group October 2005 - November 2013
Donaldson, Lufkin & Jenrette March 1989 - December 2000
Drexel Burnham Lambert August 1986 - March 1989
Skills
Credit Analysis, Credit, Banking, Commercial Lending, Volunteer Management, Commercial Banking, Loans, Credit Risk, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Underwriting, Financial Analysis, Fixed Income, Due Diligence, Sales Management, Small Business Lending, Business Analysis, Retail Banking, Consumer Lending, Relationship Management, Cross Selling, Loan Origination, Portfolio Management, Financial Risk, Financial Services, Cash Management, Asset Based Lending, Risk Management, Finance, Residential Mortgages
Education
Fordham University 1982 — 1986
BS - Marketing, Marketing & Management
Cardinal Spellman High School 1978 — 1982
Wells Fargo November 2013 - Present
TD Bank Group October 2005 - November 2013
Donaldson, Lufkin & Jenrette March 1989 - December 2000
Drexel Burnham Lambert August 1986 - March 1989
Skills
Credit Analysis, Credit, Banking, Commercial Lending, Volunteer Management, Commercial Banking, Loans, Credit Risk, Mortgage Lending, Lines Of Credit, Commercial Mortgages, Underwriting, Financial Analysis, Fixed Income, Due Diligence, Sales Management, Small Business Lending, Business Analysis, Retail Banking, Consumer Lending, Relationship Management, Cross Selling, Loan Origination, Portfolio Management, Financial Risk, Financial Services, Cash Management, Asset Based Lending, Risk Management, Finance, Residential Mortgages
Education
Fordham University 1982 — 1986
BS - Marketing, Marketing & Management
Cardinal Spellman High School 1978 — 1982
Eugene Lee Eugene Lee's Donaldson, Lufkin & Jenrette Experience August 1996 - June 1999
Job Managing Partner, Portfolio Manager at Fort Warren Capital
Industry Investment Management
Experience
Fort Warren Capital July 2013 - Present
Regiment Capital Advisors LP May 2008 - July 2013
GSO Capital Partners February 2006 - May 2008
Evercore Partners July 1999 - February 2006
Donaldson, Lufkin & Jenrette August 1996 - June 1999
Donaldson, Lufkin & Jenrette June 1995 - August 1995
Skills
Hedge Funds, Alternative Investments, Financial Modeling, Capital Markets, Valuation, LBO, Equities, Investments, Portfolio Management, Private Equity, Equity Research, Fixed Income, Investment Management
Education
John Glenn
Harvard College 1986 — 1990
AB, Economics
MIT Sloan School of Management 1994 — 1996
Master of Business Administration (MBA), Finance, General
Fort Warren Capital July 2013 - Present
Regiment Capital Advisors LP May 2008 - July 2013
GSO Capital Partners February 2006 - May 2008
Evercore Partners July 1999 - February 2006
Donaldson, Lufkin & Jenrette August 1996 - June 1999
Donaldson, Lufkin & Jenrette June 1995 - August 1995
Skills
Hedge Funds, Alternative Investments, Financial Modeling, Capital Markets, Valuation, LBO, Equities, Investments, Portfolio Management, Private Equity, Equity Research, Fixed Income, Investment Management
Education
John Glenn
Harvard College 1986 — 1990
AB, Economics
MIT Sloan School of Management 1994 — 1996
Master of Business Administration (MBA), Finance, General
Rob Medway Rob Medway's Donaldson, Lufkin & Jenrette Experience 1987 - 1988
Job Owner, Managing Partner; Royal Capital Managment
Industry Investment Management
Experience
Royal Capital Management 1998 - Present
Seneca Capital 1997 - 1998
SC Fundamental 1995 - 1997
DLJ Merchant Banking 1992 - 1995
McKinsey & Company 1991 - 1991
Wasserstein Perella 1988 - 1990
Donaldson, Lufkin & Jenrette 1987 - 1988
Skills
Private Equity, Due Diligence, Equities, Hedge Funds, Alternative Investments, Asset Management, Investments, Capital Markets, Venture Capital, Investment Banking, LBO, Valuation
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
University of Michigan 1983 — 1987
BBA, Accounting and Finance
Thomas S. Woottton High School 1979 — 1983
Royal Capital Management 1998 - Present
Seneca Capital 1997 - 1998
SC Fundamental 1995 - 1997
DLJ Merchant Banking 1992 - 1995
McKinsey & Company 1991 - 1991
Wasserstein Perella 1988 - 1990
Donaldson, Lufkin & Jenrette 1987 - 1988
Skills
Private Equity, Due Diligence, Equities, Hedge Funds, Alternative Investments, Asset Management, Investments, Capital Markets, Venture Capital, Investment Banking, LBO, Valuation
Education
Harvard Business School 1990 — 1992
Master of Business Administration (MBA)
University of Michigan 1983 — 1987
BBA, Accounting and Finance
Thomas S. Woottton High School 1979 — 1983
John Sallay John Sallay's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job Managing Director and CEO at NextVista Group
Industry Management Consulting
Experience
NextVista Group 2012 - Present
Avery Dennison 2009 - 2011
NeoCollect 2007 - 2009
Staples 2004 - 2007
Manifold Products 2002 - 2003
TH Lee Putnam Ventures 2001 - 2002
Credit Suisse First Boston 2001 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2001
Harvard Management Company 1990 - 1999
McKinsey & Company 1983 - 1990
Skills
Strategy, Start-ups, Business Planning, Management Consulting, Entrepreneurship, Leadership, New Business Development, Management, Private Equity, Enterprise Software, Corporate Development, Negotiation, Venture Capital, Mergers, Business Strategy, Brand Management, Financial Modeling, Portfolio Management, Finance, Strategic Planning, Strategic Partnerships
Education
Harvard Business School 1977 — 1979
MBA
Massachusetts Institute of Technology 1974 — 1977
SB, Economics
NextVista Group 2012 - Present
Avery Dennison 2009 - 2011
NeoCollect 2007 - 2009
Staples 2004 - 2007
Manifold Products 2002 - 2003
TH Lee Putnam Ventures 2001 - 2002
Credit Suisse First Boston 2001 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2001
Harvard Management Company 1990 - 1999
McKinsey & Company 1983 - 1990
Skills
Strategy, Start-ups, Business Planning, Management Consulting, Entrepreneurship, Leadership, New Business Development, Management, Private Equity, Enterprise Software, Corporate Development, Negotiation, Venture Capital, Mergers, Business Strategy, Brand Management, Financial Modeling, Portfolio Management, Finance, Strategic Planning, Strategic Partnerships
Education
Harvard Business School 1977 — 1979
MBA
Massachusetts Institute of Technology 1974 — 1977
SB, Economics
Jack Maier Jack Maier's Donaldson, Lufkin & Jenrette Experience January 1997 - January 2002
Job Head of Investment Banking at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB October 2011 - Present
Legacy Ptrs. & Co, LLC October 2010 - October 2011
FBR Capital Markets 2007 - 2010
Legacy Partners Group, LLC January 2003 - February 2007
Credit Suisse First Boston LLC 2000 - 2003
DLJ / CSFB 1997 - 2003
Donaldson, Lufkin & Jenrette January 1997 - January 2002
Wasserstein, Perella & Co., Inc January 1993 - January 1997
Kemper Securities January 1991 - January 1993
Rodman & Renshaw February 1990 - January 1991
Skills
Corporate Finance, Mergers, Investment Banking, Private Equity, LBO, M&A experience, Private Placements, Venture Capital, Valuation, Corporate Development, Capital Markets, Due Diligence, Divestitures, Financial Analysis, Finance, Fixed Income, Joint Ventures, IPO, Mergers & Acquisitions, Leveraged Finance, Restructuring, Portfolio Management, Business Valuation, Structured Finance, Capital Raising, Financial Structuring
Education
Georgetown University - The McDonough School of Business 1984 — 1986
MBA, Finance
Wake Forest University 1980 — 1984
BA, Economics
Headwaters MB October 2011 - Present
Legacy Ptrs. & Co, LLC October 2010 - October 2011
FBR Capital Markets 2007 - 2010
Legacy Partners Group, LLC January 2003 - February 2007
Credit Suisse First Boston LLC 2000 - 2003
DLJ / CSFB 1997 - 2003
Donaldson, Lufkin & Jenrette January 1997 - January 2002
Wasserstein, Perella & Co., Inc January 1993 - January 1997
Kemper Securities January 1991 - January 1993
Rodman & Renshaw February 1990 - January 1991
Skills
Corporate Finance, Mergers, Investment Banking, Private Equity, LBO, M&A experience, Private Placements, Venture Capital, Valuation, Corporate Development, Capital Markets, Due Diligence, Divestitures, Financial Analysis, Finance, Fixed Income, Joint Ventures, IPO, Mergers & Acquisitions, Leveraged Finance, Restructuring, Portfolio Management, Business Valuation, Structured Finance, Capital Raising, Financial Structuring
Education
Georgetown University - The McDonough School of Business 1984 — 1986
MBA, Finance
Wake Forest University 1980 — 1984
BA, Economics
Hal Kennedy Hal Kennedy's Donaldson, Lufkin & Jenrette Experience March 1990 - November 2000
Job Banker focused on financial restructuring and distressed finance
Industry Investment Banking
Experience
Jefferies & Company, Inc January 2009 - August 2010
Credit Suisse November 2000 - December 2008
Donaldson, Lufkin & Jenrette March 1990 - November 2000
Drexel Burnham Lambert July 1984 - February 1990
Skills
Recapitalizations, Debt Restructuring, Loan Modifications, Restructuring, Workout, Business Reorganizations, Financial Turnarounds, Bankruptcy, Chapter 11, Leveraged Finance, High Yield, Debt Structuring, Debt Negotiation, Loan Structuring, Bank Negotiations, Corporate Credit, Credit Evaluation, Credit Risk, Financial Structuring, Private Equity, Special Situations, Turn Around Management, Emerging Markets, Business Valuation, Capital Markets, Investments, Finance, LBO, Corporate Finance, Debt Settlement, Business, Negotiation
Education
Harvard Business School 1982 — 1984
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Operations Research
Whitman College
BA, Math / Physics
Jefferies & Company, Inc January 2009 - August 2010
Credit Suisse November 2000 - December 2008
Donaldson, Lufkin & Jenrette March 1990 - November 2000
Drexel Burnham Lambert July 1984 - February 1990
Skills
Recapitalizations, Debt Restructuring, Loan Modifications, Restructuring, Workout, Business Reorganizations, Financial Turnarounds, Bankruptcy, Chapter 11, Leveraged Finance, High Yield, Debt Structuring, Debt Negotiation, Loan Structuring, Bank Negotiations, Corporate Credit, Credit Evaluation, Credit Risk, Financial Structuring, Private Equity, Special Situations, Turn Around Management, Emerging Markets, Business Valuation, Capital Markets, Investments, Finance, LBO, Corporate Finance, Debt Settlement, Business, Negotiation
Education
Harvard Business School 1982 — 1984
MBA, Finance
Columbia University - Fu Foundation School of Engineering and Applied Science
BS, Operations Research
Whitman College
BA, Math / Physics
Scott Griffith's Donaldson, Lufkin & Jenrette Experience January 1980 - January 1988
Job CoOwner at Stonegate Capital Partners
Industry Investment Banking
Experience
Stonegate Capital Partners January 1992 - Present
Smith Barney January 1988 - January 1992
Donaldson, Lufkin & Jenrette January 1980 - January 1988
Skills
Private Equity, Valuation, Venture Capital, Financial Modeling, Hedge Funds, Due Diligence, Alternative Investments, Equities, Equity Research, Investor Relations, Mergers & Acquisitions, Investments, Corporate Finance, Portfolio Management
Education
Florida State University 1975 — 1979
Bachelor's Degree, Marketing
Stonegate Capital Partners January 1992 - Present
Smith Barney January 1988 - January 1992
Donaldson, Lufkin & Jenrette January 1980 - January 1988
Skills
Private Equity, Valuation, Venture Capital, Financial Modeling, Hedge Funds, Due Diligence, Alternative Investments, Equities, Equity Research, Investor Relations, Mergers & Acquisitions, Investments, Corporate Finance, Portfolio Management
Education
Florida State University 1975 — 1979
Bachelor's Degree, Marketing
Peter Ryan Peter Ryan's Donaldson, Lufkin & Jenrette Experience 1991 - 1999
Job Real Estate Mortgage Banking
Industry Real Estate
Experience
George Elkins Mortgage Banking January 2015 - Present
First & 10 Capital Mannagement, LLC March 2009 - December 2014
Credit Suisse August 2006 - February 2009
Gimlet Investment Management, LLC 2006 - 2009
Donaldson, Lufkin & Jenrette 1991 - 1999
Skills
Portfolio Management
Education
Golden Gate University
Master of Business Administration (M.B.A.)
UC Berkeley
Bachelor's degree, Political Science and Government
George Elkins Mortgage Banking January 2015 - Present
First & 10 Capital Mannagement, LLC March 2009 - December 2014
Credit Suisse August 2006 - February 2009
Gimlet Investment Management, LLC 2006 - 2009
Donaldson, Lufkin & Jenrette 1991 - 1999
Skills
Portfolio Management
Education
Golden Gate University
Master of Business Administration (M.B.A.)
UC Berkeley
Bachelor's degree, Political Science and Government
Sheila O'Sullivan Sheila O'Sullivan's Donaldson, Lufkin & Jenrette Experience January 1997 - August 1998
Job Chief Strategy Officer at Prime Advantage
Industry Program Development
Experience
Prime Advantage August 2012 - Present
Prime Advantage April 2001 - September 2012
Lehman Brothers June 1999 - April 2001
Donaldson, Lufkin & Jenrette January 1997 - August 1998
Richards Spears Kibbe & Orbe August 1994 - December 1996
Skills
Strategic Planning, New Business Development, Business Development, Marketing Strategy, Account Management, Team Building, Process Improvement, Negotiation, Integrated Marketing, Sales, Project Management, Business Process..., Strategy, Management, Marketing Management, Team Leadership, Program Management, Lead Generation, Strategic Partnerships, Management Consulting, Business Strategy, Competitive Analysis, Contract Negotiation, Product Management, Cross-functional Team..., CRM, Product Development, Start-ups, Leadership
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
Georgetown University 1990 — 1994
BA
Prime Advantage August 2012 - Present
Prime Advantage April 2001 - September 2012
Lehman Brothers June 1999 - April 2001
Donaldson, Lufkin & Jenrette January 1997 - August 1998
Richards Spears Kibbe & Orbe August 1994 - December 1996
Skills
Strategic Planning, New Business Development, Business Development, Marketing Strategy, Account Management, Team Building, Process Improvement, Negotiation, Integrated Marketing, Sales, Project Management, Business Process..., Strategy, Management, Marketing Management, Team Leadership, Program Management, Lead Generation, Strategic Partnerships, Management Consulting, Business Strategy, Competitive Analysis, Contract Negotiation, Product Management, Cross-functional Team..., CRM, Product Development, Start-ups, Leadership
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA
Georgetown University 1990 — 1994
BA
Todd Najera's Donaldson, Lufkin & Jenrette Experience 1993 - 2000
Job Vice President, Strategy & Finance at Materia
Industry Chemicals
Experience
Materia 2012 - Present
Standard Chartered Bank 2009 - 2011
Morgan Stanley 2006 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Equities, Corporate Finance, Emerging Markets, Private Equity, Mergers, Investment Banking, Leveraged Finance, LBO, Mergers & Acquisitions, Project Finance, Strategy, Financial Services, Bonds, Finance
Education
Harvard University 1989 — 1993
AB, Government
Materia 2012 - Present
Standard Chartered Bank 2009 - 2011
Morgan Stanley 2006 - 2009
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Equities, Corporate Finance, Emerging Markets, Private Equity, Mergers, Investment Banking, Leveraged Finance, LBO, Mergers & Acquisitions, Project Finance, Strategy, Financial Services, Bonds, Finance
Education
Harvard University 1989 — 1993
AB, Government
Allerton (Tony) Smith Allerton (Tony) Smith's Donaldson, Lufkin & Jenrette Experience 1993 - 2000
Job Senior Director at Moody's Analytics
Industry Financial Services
Experience
Moody's Analytics September 2006 - Present
British Schools and Universities Foundation 2000 - Present
JP Morgan Chase 2002 - 2006
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1993 - 2000
CSFB 1986 - 1993
L. F. Rothschild, Unterberg, Towbin 1983 - 1986
Skills
Fixed Income Securities..., Bank Analysis, Insurance Company..., Non-Bank Financial..., Capital Markets, Fixed Income Research, Bonds, Hedge Funds, Equity Research, Portfolio Management, Business Services, Fixed Income, Finance, Banking, CDS, Credit Analysis, Risk Management, Financial Markets, Fixed Income Analysis, Bloomberg, Securitization, Investment Banking, Credit, Credit Risk, Credit Derivatives, Valuation, Structured Finance, Equities, ABS, Financial Risk, Structured Products, Emerging Markets, Financial Modeling, Derivatives, Investments, Corporate Finance, Market Risk, Securities, Analysis, Financial Services, Financial Structuring, Alternative Investments, Asset Management, Trading, Asset Allocation, Investment Management, Private Equity, Mutual Funds, Options, Investment Strategies
Education
Fordham University - Graduate School of Business Administration 1980 — 1983
MBA, Finance & Accounting
Kenyon College 1971 — 1975
BA, Economics
South Kent School 1967 — 1971
High School, Simplicity, Sincerity and Service
Moody's Analytics September 2006 - Present
British Schools and Universities Foundation 2000 - Present
JP Morgan Chase 2002 - 2006
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1993 - 2000
CSFB 1986 - 1993
L. F. Rothschild, Unterberg, Towbin 1983 - 1986
Skills
Fixed Income Securities..., Bank Analysis, Insurance Company..., Non-Bank Financial..., Capital Markets, Fixed Income Research, Bonds, Hedge Funds, Equity Research, Portfolio Management, Business Services, Fixed Income, Finance, Banking, CDS, Credit Analysis, Risk Management, Financial Markets, Fixed Income Analysis, Bloomberg, Securitization, Investment Banking, Credit, Credit Risk, Credit Derivatives, Valuation, Structured Finance, Equities, ABS, Financial Risk, Structured Products, Emerging Markets, Financial Modeling, Derivatives, Investments, Corporate Finance, Market Risk, Securities, Analysis, Financial Services, Financial Structuring, Alternative Investments, Asset Management, Trading, Asset Allocation, Investment Management, Private Equity, Mutual Funds, Options, Investment Strategies
Education
Fordham University - Graduate School of Business Administration 1980 — 1983
MBA, Finance & Accounting
Kenyon College 1971 — 1975
BA, Economics
South Kent School 1967 — 1971
High School, Simplicity, Sincerity and Service
Zerrick Bynum Zerrick Bynum's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job founder & cobbler connoisseur at Viddlz
Industry Internet
Experience
Viddlz 2011 - Present
RolloverSystems, LLC June 2006 - October 2011
Charlotte Franchise Partners, LLC 2003 - 2006
Donaldson, Lufkin & Jenrette 1997 - 1999
Bowles Hollowell Conner 1993 - 1995
Skills
Strategic Planning, Venture Capital, Risk Management, Corporate Development, Private Equity, Start-ups, Strategic Financial..., Leadership, Process Improvement, Team Leadership, Mergers, Sales, Contract Negotiation, Marketing, Entrepreneurship, Financial Modeling
Education
Harvard Business School 1995 — 1997
MBA
Tufts University - The Fletcher School of Law and Diplomacy 1996 — 1996
Stanford University 1988 — 1992
BS, Electrical Engineering
Howard University 1991 — 1991
N/A
Semester at Sea 1990 — 1990
NCSSM 1986 — 1988
H.S. Diploma
North Carolina School of Science and Math 1986 — 1988
H.S. Diploma
Myers Park High School
Viddlz 2011 - Present
RolloverSystems, LLC June 2006 - October 2011
Charlotte Franchise Partners, LLC 2003 - 2006
Donaldson, Lufkin & Jenrette 1997 - 1999
Bowles Hollowell Conner 1993 - 1995
Skills
Strategic Planning, Venture Capital, Risk Management, Corporate Development, Private Equity, Start-ups, Strategic Financial..., Leadership, Process Improvement, Team Leadership, Mergers, Sales, Contract Negotiation, Marketing, Entrepreneurship, Financial Modeling
Education
Harvard Business School 1995 — 1997
MBA
Tufts University - The Fletcher School of Law and Diplomacy 1996 — 1996
Stanford University 1988 — 1992
BS, Electrical Engineering
Howard University 1991 — 1991
N/A
Semester at Sea 1990 — 1990
NCSSM 1986 — 1988
H.S. Diploma
North Carolina School of Science and Math 1986 — 1988
H.S. Diploma
Myers Park High School
J. Clark Kastner J. Clark Kastner's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Managing Director, CIO at Weatherhelm Capital Management, LLC
Industry Financial Services
Experience
Weatherhelm Capital Management, LLC January 2015 - Present
Merrill Lynch December 2010 - January 2015
Jefferies & Company 2009 - 2010
Barclays Capital 2005 - 2008
West End Capital, Bermuda 2004 - 2005
RBS Greenwich Capital 2000 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Fixed Income, Hedge Funds, Interest Rate..., Bonds, Portfolio Management, Capital Markets, Equities, Bloomberg, Derivatives, Alternative Investments, Investment Banking, Financial Modeling, Emerging Markets
Education
London School of Economics and Political Science 2006 — 2008
MSc, Finance
Harvard College 1995 — 1999
AB, Government
The Lawrenceville School 1991 — 1995
Weatherhelm Capital Management, LLC January 2015 - Present
Merrill Lynch December 2010 - January 2015
Jefferies & Company 2009 - 2010
Barclays Capital 2005 - 2008
West End Capital, Bermuda 2004 - 2005
RBS Greenwich Capital 2000 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
Fixed Income, Hedge Funds, Interest Rate..., Bonds, Portfolio Management, Capital Markets, Equities, Bloomberg, Derivatives, Alternative Investments, Investment Banking, Financial Modeling, Emerging Markets
Education
London School of Economics and Political Science 2006 — 2008
MSc, Finance
Harvard College 1995 — 1999
AB, Government
The Lawrenceville School 1991 — 1995
Ara Meyer Ara Meyer's Donaldson, Lufkin & Jenrette Experience April 1999 - December 2000
Job Chief Systems Architect at Two Roads Software.
Industry Financial Services
Experience
Two Roads Software. January 2013 - Present
TradeDynamiX January 2013 - Present
Lazard Capital Markets March 2009 - December 2012
Wachovia August 2004 - February 2009
Goldman Sachs January 2001 - July 2004
Donaldson, Lufkin & Jenrette April 1999 - December 2000
Credit Suisse First Boston March 1998 - March 1999
Smith Barney June 1996 - March 1998
Dean Witter August 1993 - June 1996
Skills
Equity Trading, Series 7, C++, Fixed Income, Capital Markets, Sybase, Perl, SQL, Unix, Series 63, Electronic Trading
Education
Fordham University 1988 — 1993
BA, Mathematics and Natural Science
Two Roads Software. January 2013 - Present
TradeDynamiX January 2013 - Present
Lazard Capital Markets March 2009 - December 2012
Wachovia August 2004 - February 2009
Goldman Sachs January 2001 - July 2004
Donaldson, Lufkin & Jenrette April 1999 - December 2000
Credit Suisse First Boston March 1998 - March 1999
Smith Barney June 1996 - March 1998
Dean Witter August 1993 - June 1996
Skills
Equity Trading, Series 7, C++, Fixed Income, Capital Markets, Sybase, Perl, SQL, Unix, Series 63, Electronic Trading
Education
Fordham University 1988 — 1993
BA, Mathematics and Natural Science
Josh Weiss Josh Weiss's Donaldson, Lufkin & Jenrette Experience August 1999 - May 2004
Job Chief Executive Officer at Generation Brands
Industry Electrical/Electronic Manufacturing
Experience
Generation Brands June 2014 - Present
Tech Lighting & LBL Lighting May 2012 - May 2014
Tech Lighting & LBL Lighting January 2012 - May 2012
Tech Lighting May 2011 - January 2012
Encompass Lighting (Tech Lighting & LBL Lighting) March 2009 - May 2011
Encompass Lighting (Tech Lighting & LBL Lighting) March 2008 - March 2009
Encompass Lighting (Tech Lighing & LBL Lighting) November 2006 - March 2008
Credit Suisse August 2001 - May 2004
Donaldson, Lufkin & Jenrette August 1999 - May 2004
Education
Harvard Business School 2004 — 2006
MBA
University of Pennsylvania - The Wharton School 1995 — 1999
BSE, Finance & Real Estate
Generation Brands June 2014 - Present
Tech Lighting & LBL Lighting May 2012 - May 2014
Tech Lighting & LBL Lighting January 2012 - May 2012
Tech Lighting May 2011 - January 2012
Encompass Lighting (Tech Lighting & LBL Lighting) March 2009 - May 2011
Encompass Lighting (Tech Lighting & LBL Lighting) March 2008 - March 2009
Encompass Lighting (Tech Lighing & LBL Lighting) November 2006 - March 2008
Credit Suisse August 2001 - May 2004
Donaldson, Lufkin & Jenrette August 1999 - May 2004
Education
Harvard Business School 2004 — 2006
MBA
University of Pennsylvania - The Wharton School 1995 — 1999
BSE, Finance & Real Estate
Jean Sim Jean Sim's Donaldson, Lufkin & Jenrette Experience 1998 - 1999
Job CoFounder at Fresh Monster
Industry Consumer Goods
Experience
Fresh Monster 2014 - Present
Unilever 2005 - 2014
Unilever 2010 - 2012
Chicago Community Ventures 2002 - 2004
Women's Self Employment Project 2001 - 2002
Organic 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Brand Management, Brand Equity, Marketing Strategy, Personal Care, Brand Development, Brand Innovation, Consumer Products, Consumer Insights, Product Development, Marketing, Marketing Communications, Brand Architecture, Strategy, Consumer Behaviour, Digital Marketing, Customer Insight, Shopper Marketing, Packaging, Market Research, Cross-functional Team...
Education
Harvard Business School 2004 — 2006
MBA
University of Chicago 1994 — 1998
BA
London School of Economics and Political Science 1996 — 1997
General Course
Fresh Monster 2014 - Present
Unilever 2005 - 2014
Unilever 2010 - 2012
Chicago Community Ventures 2002 - 2004
Women's Self Employment Project 2001 - 2002
Organic 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Brand Management, Brand Equity, Marketing Strategy, Personal Care, Brand Development, Brand Innovation, Consumer Products, Consumer Insights, Product Development, Marketing, Marketing Communications, Brand Architecture, Strategy, Consumer Behaviour, Digital Marketing, Customer Insight, Shopper Marketing, Packaging, Market Research, Cross-functional Team...
Education
Harvard Business School 2004 — 2006
MBA
University of Chicago 1994 — 1998
BA
London School of Economics and Political Science 1996 — 1997
General Course
Eileen Quinn's Donaldson, Lufkin & Jenrette Experience September 1992 - August 1994
Job Financial Markets/Trading
Industry Financial Services
Experience
Ramsey Asset Management LLC November 2001 - April 2010
Friedman, Billings, Ramsey December 1995 - June 2001
Hambrecht & Quist August 1994 - October 1995
Donaldson, Lufkin & Jenrette September 1992 - August 1994
Skills
Bonds, Equities, Hedge Funds, Bloomberg, Asset Management, Trading, Investments, Series 63, Series 7, Capital Markets, Alternative Investments, Securities, Electronic Trading, Trading Systems, Options, Equity Research, Investment Strategies, FINRA, Asset Allocation, Fixed Income, ETFs, Investment Banking, Equity Trading, Financial Markets, Valuation, Mutual Funds, Private Equity, Investment Management, Derivatives, High Yield, Emerging Markets, Private Placements, Portfolio Management
Education
Georgetown University 1988 — 1992
BA, Government
Ramsey Asset Management LLC November 2001 - April 2010
Friedman, Billings, Ramsey December 1995 - June 2001
Hambrecht & Quist August 1994 - October 1995
Donaldson, Lufkin & Jenrette September 1992 - August 1994
Skills
Bonds, Equities, Hedge Funds, Bloomberg, Asset Management, Trading, Investments, Series 63, Series 7, Capital Markets, Alternative Investments, Securities, Electronic Trading, Trading Systems, Options, Equity Research, Investment Strategies, FINRA, Asset Allocation, Fixed Income, ETFs, Investment Banking, Equity Trading, Financial Markets, Valuation, Mutual Funds, Private Equity, Investment Management, Derivatives, High Yield, Emerging Markets, Private Placements, Portfolio Management
Education
Georgetown University 1988 — 1992
BA, Government
Eric Yergan Eric Yergan's Donaldson, Lufkin & Jenrette Experience 1994 - 1999
Job Tax planning and Financial Advisor
Industry Financial Services
Experience
Essex Green Tax Planning & NYC Fast Tax / NJ Fast Tax December 2005 - Present
Mutual of Omaha August 2013 - December 2014
Merrill Lynch December 2011 - December 2012
The Yergan Agency-Allstate Insurance and NYC Fast Tax May 1998 - October 2011
Donaldson, Lufkin & Jenrette 1994 - 1999
Paine Webber 1984 - 1994
Skills
Investments, Strategic Financial..., Finance, Small Business, Financial Services, Securities, Strategy, Tax, Accounting, Sales, Equities, Management, Financial Analysis, Entrepreneurship, Insurance, Wealth Management, Asset Managment, Fixed Income, financial planners, Retirement, Human Resources, Financial Advisory, Diversity & Inclusion, Wealth Management..., Series 7, Series 66, Asset Allocation, Retirement Planning, Marketing, Strategic Planning, Life Insurance, Fixed Annuities, Leadership, Business Development, Financial Planning, Portfolio Management, Asset Management
Education
Harvard Business School 1980 — 1982
MBA, Marketing/Finance, General Management
Marist College 1971 — 1975
BS, Business
Mineola High School 1967 — 1971
Regents
Essex Green Tax Planning & NYC Fast Tax / NJ Fast Tax December 2005 - Present
Mutual of Omaha August 2013 - December 2014
Merrill Lynch December 2011 - December 2012
The Yergan Agency-Allstate Insurance and NYC Fast Tax May 1998 - October 2011
Donaldson, Lufkin & Jenrette 1994 - 1999
Paine Webber 1984 - 1994
Skills
Investments, Strategic Financial..., Finance, Small Business, Financial Services, Securities, Strategy, Tax, Accounting, Sales, Equities, Management, Financial Analysis, Entrepreneurship, Insurance, Wealth Management, Asset Managment, Fixed Income, financial planners, Retirement, Human Resources, Financial Advisory, Diversity & Inclusion, Wealth Management..., Series 7, Series 66, Asset Allocation, Retirement Planning, Marketing, Strategic Planning, Life Insurance, Fixed Annuities, Leadership, Business Development, Financial Planning, Portfolio Management, Asset Management
Education
Harvard Business School 1980 — 1982
MBA, Marketing/Finance, General Management
Marist College 1971 — 1975
BS, Business
Mineola High School 1967 — 1971
Regents
Susan Roth Katzke Susan Roth Katzke's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Managing Director at Credit Suisse; Director Intervest Bancshares
Industry Financial Services
Experience
Credit Suisse June 2014 - Present
Intervest Bancshares Corporation March 2012 - Present
Independent Consultant 2010 - May 2014
Credit Suisse 2000 - March 2009
Donaldson, Lufkin & Jenrette 1996 - 2000
Bear Stearns November 1994 - November 1996
Kidder Peabody March 1993 - November 1994
Montgomery Securities 1991 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Equity Research, Corporate Strategy..., Financial Analysis, Valuation, Equities, Corporate Finance, Strategy, Financial Services, Investor Relations, Business Strategy, Asset Management, Investment Banking, Capital Markets, Finance, Hedge Funds, Investments, Thought Leadership
Education
Harvard Business School 1988 — 1990
MBA, General Management
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science in Economics, magna cum laude, Accounting and Finance
Credit Suisse June 2014 - Present
Intervest Bancshares Corporation March 2012 - Present
Independent Consultant 2010 - May 2014
Credit Suisse 2000 - March 2009
Donaldson, Lufkin & Jenrette 1996 - 2000
Bear Stearns November 1994 - November 1996
Kidder Peabody March 1993 - November 1994
Montgomery Securities 1991 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Equity Research, Corporate Strategy..., Financial Analysis, Valuation, Equities, Corporate Finance, Strategy, Financial Services, Investor Relations, Business Strategy, Asset Management, Investment Banking, Capital Markets, Finance, Hedge Funds, Investments, Thought Leadership
Education
Harvard Business School 1988 — 1990
MBA, General Management
University of Pennsylvania - The Wharton School 1982 — 1986
Bachelor of Science in Economics, magna cum laude, Accounting and Finance
JILL (SOTTILE) SOTTILE KIRK JILL (SOTTILE) SOTTILE KIRK's Donaldson, Lufkin & Jenrette Experience February 1992 - May 1994
Job Senior Vice President at Citi Hedge Fund Services
Industry Financial Services
Experience
Citi Hedge Fund Services August 2007 - Present
AIG SunAmerica 1994 - 2007
Donaldson, Lufkin & Jenrette February 1992 - May 1994
Skills
Business Management, Client Services, Client Relationship..., Client Communications, Investor Relations, Customer Relations, Customer Service, Customer Presentations, Group Presentations, Team Leadership, Teamwork, Account Management, Mentoring, Operations, Operations Management, Strategic Planning, Risk Management, Financial Services, Fund Of Funds, CRM, Private Equity, Management, Training, Mutual Funds, Hedge Funds
Education
Fairleigh Dickinson University
MBA Finance, Business Management
Fairleigh Dickinson University
Bachelor of Science (BS), Business Management
Citi Hedge Fund Services August 2007 - Present
AIG SunAmerica 1994 - 2007
Donaldson, Lufkin & Jenrette February 1992 - May 1994
Skills
Business Management, Client Services, Client Relationship..., Client Communications, Investor Relations, Customer Relations, Customer Service, Customer Presentations, Group Presentations, Team Leadership, Teamwork, Account Management, Mentoring, Operations, Operations Management, Strategic Planning, Risk Management, Financial Services, Fund Of Funds, CRM, Private Equity, Management, Training, Mutual Funds, Hedge Funds
Education
Fairleigh Dickinson University
MBA Finance, Business Management
Fairleigh Dickinson University
Bachelor of Science (BS), Business Management
David Ogburn David Ogburn's Donaldson, Lufkin & Jenrette Experience February 1996 - October 2000
Job Vice President at J.P. Morgan Private Bank
Industry Investment Management
Experience
J.P. Morgan Private Bank October 2012 - Present
Golub Group Investment Counsel August 2007 - November 2012
First Albany Capital (now Gleacher Securities) November 2002 - August 2007
Credit Suisse October 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1996 - October 2000
United States Navy July 1988 - July 1994
Skills
Equities, Capital Markets, Investments, Asset Allocation, Asset Management, New Business Development, Wealth Management, Wealth Preservation..., Intergenerational...
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance/Entrepreneurial Management
Georgetown University 1984 — 1988
BSFS, Humanities and International Affairs
J.P. Morgan Private Bank October 2012 - Present
Golub Group Investment Counsel August 2007 - November 2012
First Albany Capital (now Gleacher Securities) November 2002 - August 2007
Credit Suisse October 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1996 - October 2000
United States Navy July 1988 - July 1994
Skills
Equities, Capital Markets, Investments, Asset Allocation, Asset Management, New Business Development, Wealth Management, Wealth Preservation..., Intergenerational...
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance/Entrepreneurial Management
Georgetown University 1984 — 1988
BSFS, Humanities and International Affairs
Scott Dillman Scott Dillman's Donaldson, Lufkin & Jenrette Experience 1979 - 1980
Job Partner at PwC Technology & Operations
Industry Financial Services
Experience
PwC 1997 - Present
HSBC March 1988 - March 1997
Gulf International Bank April 1986 - February 1988
Bank of America February 1985 - March 1986
HSBC 1980 - 1985
Donaldson, Lufkin & Jenrette 1979 - 1980
Skills
Options, Alternative Investments, Management Consulting, Risk Management, Capital Markets, Technology, Sarbanes-Oxley Act, Due Diligence, Currency, Derivatives, Financial Services, Treasury, Tax, Accounting, Fixed Income, Trading, Enterprise Risk..., Hedge Funds, Finance, Financial Reporting, Strategy, Banking, Internal Controls, Corporate Finance, Financial Risk
Education
Gettysburg College 1975 — 1979
BA, Economics
Saint Mark's School 1971 — 1975
High School
PwC 1997 - Present
HSBC March 1988 - March 1997
Gulf International Bank April 1986 - February 1988
Bank of America February 1985 - March 1986
HSBC 1980 - 1985
Donaldson, Lufkin & Jenrette 1979 - 1980
Skills
Options, Alternative Investments, Management Consulting, Risk Management, Capital Markets, Technology, Sarbanes-Oxley Act, Due Diligence, Currency, Derivatives, Financial Services, Treasury, Tax, Accounting, Fixed Income, Trading, Enterprise Risk..., Hedge Funds, Finance, Financial Reporting, Strategy, Banking, Internal Controls, Corporate Finance, Financial Risk
Education
Gettysburg College 1975 — 1979
BA, Economics
Saint Mark's School 1971 — 1975
High School
Matthew Olsen Matthew Olsen's Donaldson, Lufkin & Jenrette Experience November 1997 - June 1998
Job Front End Developer at iHerb.com
Industry Information Technology and Services
Experience
iHerb.com September 2013 - Present
SERC May 2012 - May 2013
One Gear Clothing November 2006 - December 2011
Option One Mortgage July 1999 - March 2008
Karl Storz Endoscopy November 1998 - July 1999
Donaldson, Lufkin & Jenrette November 1997 - June 1998
Emerson College November 1996 - June 1997
Emerson College September 1996 - June 1997
Avid Technology March 1995 - July 1995
Skills
Photoshop, Responsive web design, Adobe Creative Suite, Mac os x, Windows 7, Microsoft Office, Windows Vista, javascript, final cut pro, Adobe Premiere, Web Design, Flash, Dreamweaver, CSS, Mac, HTML, jQuery, Facebook, CMS
Education
Emerson College 1992 — 1997
Bachelor of Science, Mass Communication
Northeastern University 1994 — 1995
iHerb.com September 2013 - Present
SERC May 2012 - May 2013
One Gear Clothing November 2006 - December 2011
Option One Mortgage July 1999 - March 2008
Karl Storz Endoscopy November 1998 - July 1999
Donaldson, Lufkin & Jenrette November 1997 - June 1998
Emerson College November 1996 - June 1997
Emerson College September 1996 - June 1997
Avid Technology March 1995 - July 1995
Skills
Photoshop, Responsive web design, Adobe Creative Suite, Mac os x, Windows 7, Microsoft Office, Windows Vista, javascript, final cut pro, Adobe Premiere, Web Design, Flash, Dreamweaver, CSS, Mac, HTML, jQuery, Facebook, CMS
Education
Emerson College 1992 — 1997
Bachelor of Science, Mass Communication
Northeastern University 1994 — 1995
John C. McNamara John C. McNamara's Donaldson, Lufkin & Jenrette Experience 1993 - 1996
Job CoFounder & General Partner at LongueVue Capital, LLC
Industry Investment Management
Experience
LongueVue Capital, LLC April 2000 - Present
Stewart Capital, LLC March 1996 - Present
Donaldson, Lufkin & Jenrette 1993 - 1996
Davis Wire Corporation 1992 - 1993
Drexel Burnham Lambert 1988 - 1990
Morimura Brothers, Inc. 1987 - 1988
Skills
Entrepreneurship, IPO, Financial Modeling, Private Equity, Investment Banking, Investments, Mergers & Acquisitions, Strategy, Management, Portfolio Management, Business Strategy, Venture Capital, Finance, M&A experience, Management Consulting, Corporate Development, LBO, Equities
Education
Harvard Business School 1990 — 1992
MBA, Concentration in Finance and Operations
Georgetown University 1984 — 1987
Bachelor of Science Degree, Major in Finance, Minor in Theology
LongueVue Capital, LLC April 2000 - Present
Stewart Capital, LLC March 1996 - Present
Donaldson, Lufkin & Jenrette 1993 - 1996
Davis Wire Corporation 1992 - 1993
Drexel Burnham Lambert 1988 - 1990
Morimura Brothers, Inc. 1987 - 1988
Skills
Entrepreneurship, IPO, Financial Modeling, Private Equity, Investment Banking, Investments, Mergers & Acquisitions, Strategy, Management, Portfolio Management, Business Strategy, Venture Capital, Finance, M&A experience, Management Consulting, Corporate Development, LBO, Equities
Education
Harvard Business School 1990 — 1992
MBA, Concentration in Finance and Operations
Georgetown University 1984 — 1987
Bachelor of Science Degree, Major in Finance, Minor in Theology
Carla Tardi Carla Tardi's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Manager, Technical Editing Department at Commonwealth of Massachusetts
Industry Investment Banking
Experience
Commonwealth of Massachusetts May 2013 - Present
Commonwealth of Massachusetts August 2011 - May 2013
MetLife August 2010 - March 2011
Pfizer, Inc. November 2009 - February 2010
Summer Street Research Partners March 2006 - August 2009
Jefferies & Company August 2003 - March 2006
TIAA-CREF September 2001 - August 2002
Fidelity Investments (FMRCo) March 1997 - August 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
Citicorp Securities Inc. January 1994 - February 1997
Skills
Microsoft Word guru, synthesize complex..., targeted content for..., knowledge-management..., functional and..., On-line Publishing..., document filing,..., Web design, development..., All Advanced Microsoft..., create new intellectual..., usable documentation..., Chicago, Economist,..., HTML and CSS, Vignette 7, MS SharePoint 7.0, Wiki, Web 2.0, InDesign, Advanced PDF, Photoshop, advanced Microsoft..., MS Outlook, Lotus Notes, PowerPoint, FrontPage, Publisher, Web Expressions, MS Paint, Corel Draw, Translate..., architecture diagrams, QA checklists, FAQs, on-line help, business proposals, Chicago style, Economist style, Wall Street Journal..., MLA style, APA style, AMA style, Technical Writing/..., Business Strategy, Copywriting, Web Design, English, Strategic Planning, Visio, RFP Generation, APA
Education
Harvard University 1998 — 2001
CPC
The School of the Art Institute of Chicago
MFA
University of Illinois at Chicago
BA
Commonwealth of Massachusetts May 2013 - Present
Commonwealth of Massachusetts August 2011 - May 2013
MetLife August 2010 - March 2011
Pfizer, Inc. November 2009 - February 2010
Summer Street Research Partners March 2006 - August 2009
Jefferies & Company August 2003 - March 2006
TIAA-CREF September 2001 - August 2002
Fidelity Investments (FMRCo) March 1997 - August 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
Citicorp Securities Inc. January 1994 - February 1997
Skills
Microsoft Word guru, synthesize complex..., targeted content for..., knowledge-management..., functional and..., On-line Publishing..., document filing,..., Web design, development..., All Advanced Microsoft..., create new intellectual..., usable documentation..., Chicago, Economist,..., HTML and CSS, Vignette 7, MS SharePoint 7.0, Wiki, Web 2.0, InDesign, Advanced PDF, Photoshop, advanced Microsoft..., MS Outlook, Lotus Notes, PowerPoint, FrontPage, Publisher, Web Expressions, MS Paint, Corel Draw, Translate..., architecture diagrams, QA checklists, FAQs, on-line help, business proposals, Chicago style, Economist style, Wall Street Journal..., MLA style, APA style, AMA style, Technical Writing/..., Business Strategy, Copywriting, Web Design, English, Strategic Planning, Visio, RFP Generation, APA
Education
Harvard University 1998 — 2001
CPC
The School of the Art Institute of Chicago
MFA
University of Illinois at Chicago
BA
Jennifer Hutter Jennifer Hutter's Donaldson, Lufkin & Jenrette Experience July 1999 - March 2001
Job CoFounder and Managing Principal at KAP Group
Industry Venture Capital & Private Equity
Experience
KAP Group December 2009 - Present
Credit Suisse July 2005 - May 2009
General Electric June 2004 - May 2005
DLJ Strategic Partners, L.P. March 2001 - July 2002
Donaldson, Lufkin & Jenrette July 1999 - March 2001
Skills
Valuation, Private Equity, Financial Modeling, Venture Capital, Strategy, Due Diligence, Management, Investments, Real Estate, Mergers & Acquisitions, Business Strategy, Asset Management, Financial Analysis
Education
Harvard Business School 2002 — 2004
MBA, 2004
Southern Methodist University 1995 — 1999
BBA, Finance, Spanish
KAP Group December 2009 - Present
Credit Suisse July 2005 - May 2009
General Electric June 2004 - May 2005
DLJ Strategic Partners, L.P. March 2001 - July 2002
Donaldson, Lufkin & Jenrette July 1999 - March 2001
Skills
Valuation, Private Equity, Financial Modeling, Venture Capital, Strategy, Due Diligence, Management, Investments, Real Estate, Mergers & Acquisitions, Business Strategy, Asset Management, Financial Analysis
Education
Harvard Business School 2002 — 2004
MBA, 2004
Southern Methodist University 1995 — 1999
BBA, Finance, Spanish
Andrew Silver's Donaldson, Lufkin & Jenrette Experience 1982 - 1988
Job Managing Director at Allegiance Capital Corporation
Industry Investment Banking
Experience
Allegiance Capital Corporation November 2013 - Present
Star America Group October 2011 - October 2013
AJS Partners LLC November 2010 - October 2011
Kamsky Associates May 2009 - September 2010
Houlihan Lokey Howard & Zukin 2007 - 2009
Morgan Joseph October 2001 - March 2007
UBS Investment Bank April 1998 - April 2001
Dillon Read 1989 - 1997
Odyssey Partners 1988 - 1989
Donaldson, Lufkin & Jenrette 1982 - 1988
Skills
Mergers, Private Equity, Restructuring, Investments, Valuation, Forecasting, Negotiation, Mergers & Acquisitions, Hedge Funds, Strategy, Management, Investment Banking, Equity Research
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1975 — 1979
AB, Government and East Asian Studies
Allegiance Capital Corporation November 2013 - Present
Star America Group October 2011 - October 2013
AJS Partners LLC November 2010 - October 2011
Kamsky Associates May 2009 - September 2010
Houlihan Lokey Howard & Zukin 2007 - 2009
Morgan Joseph October 2001 - March 2007
UBS Investment Bank April 1998 - April 2001
Dillon Read 1989 - 1997
Odyssey Partners 1988 - 1989
Donaldson, Lufkin & Jenrette 1982 - 1988
Skills
Mergers, Private Equity, Restructuring, Investments, Valuation, Forecasting, Negotiation, Mergers & Acquisitions, Hedge Funds, Strategy, Management, Investment Banking, Equity Research
Education
Harvard Business School 1980 — 1982
MBA
Harvard University 1975 — 1979
AB, Government and East Asian Studies
Michael McCracken's Donaldson, Lufkin & Jenrette Experience 1995 - 1998
Job Managing Director at Dragon Global Management
Industry Venture Capital & Private Equity
Experience
LivingHealthy May 2014 - Present
Dragon Global Management May 2014 - Present
MCM Venture Partners, LLC 2009 - Present
Hearst Digital / UGO Entertainment 1998 - 2009
Donaldson, Lufkin & Jenrette 1995 - 1998
Salomon Brothers 1991 - 1993
Intel Corporation 1990 - 1991
Skills
Start-ups, Digital Media, Online Advertising, Digital Strategy, Monetization, Strategic Partnerships, New Media, Management, Mergers & Acquisitions, Strategy, Private Equity, Business Strategy, Mobile Devices, E-commerce, Entrepreneurship, Venture Capital, Financial Modeling, Finance, Strategic Planning
Education
Harvard Business School 1993 — 1995
MBA
Georgetown University 1986 — 1990
LivingHealthy May 2014 - Present
Dragon Global Management May 2014 - Present
MCM Venture Partners, LLC 2009 - Present
Hearst Digital / UGO Entertainment 1998 - 2009
Donaldson, Lufkin & Jenrette 1995 - 1998
Salomon Brothers 1991 - 1993
Intel Corporation 1990 - 1991
Skills
Start-ups, Digital Media, Online Advertising, Digital Strategy, Monetization, Strategic Partnerships, New Media, Management, Mergers & Acquisitions, Strategy, Private Equity, Business Strategy, Mobile Devices, E-commerce, Entrepreneurship, Venture Capital, Financial Modeling, Finance, Strategic Planning
Education
Harvard Business School 1993 — 1995
MBA
Georgetown University 1986 — 1990
Susan Bacchetti Susan Bacchetti's Donaldson, Lufkin & Jenrette Experience May 1992 - June 2001
Job Creative Manager • Art Director
Industry Design
Experience
Bristol-Myers Squibb May 2004 - September 2015
Reader's Digest Association March 2003 - January 2004
Credit Suisse First Boston June 2001 - November 2002
Donaldson, Lufkin & Jenrette May 1992 - June 2001
Polan & Waski Design May 1989 - March 1992
Medallion Associates May 1988 - March 1989
New York Magazine June 1985 - April 1988
Skills
Direct Mail, Digital Strategy, Brand Management, Integrated Marketing, Advertising, Marketing, Global Marketing, Packaging, Project Management, Marketing Strategy, Interactive Marketing, Direct Marketing, Corporate Communications, Marketing Communications, Market Research, Pharmaceutical Industry, Segmentation, Brand Development, Digital Marketing, Email Marketing, Interactive Advertising, Creative Strategy, Corporate Branding, Product Launch, Cross-functional Team..., Creative Direction, Mentoring, Art Direction, Graphic Design, Marketing Management, Corporate Identity, Branding & Identity
Education
Fashion Institute of Technology 1981 — 1985
Bachelor of Arts (B.A.), Advertising & Marketing
Bristol-Myers Squibb May 2004 - September 2015
Reader's Digest Association March 2003 - January 2004
Credit Suisse First Boston June 2001 - November 2002
Donaldson, Lufkin & Jenrette May 1992 - June 2001
Polan & Waski Design May 1989 - March 1992
Medallion Associates May 1988 - March 1989
New York Magazine June 1985 - April 1988
Skills
Direct Mail, Digital Strategy, Brand Management, Integrated Marketing, Advertising, Marketing, Global Marketing, Packaging, Project Management, Marketing Strategy, Interactive Marketing, Direct Marketing, Corporate Communications, Marketing Communications, Market Research, Pharmaceutical Industry, Segmentation, Brand Development, Digital Marketing, Email Marketing, Interactive Advertising, Creative Strategy, Corporate Branding, Product Launch, Cross-functional Team..., Creative Direction, Mentoring, Art Direction, Graphic Design, Marketing Management, Corporate Identity, Branding & Identity
Education
Fashion Institute of Technology 1981 — 1985
Bachelor of Arts (B.A.), Advertising & Marketing
Peter T. Grauer Peter T. Grauer's Donaldson, Lufkin & Jenrette Experience 1991 - 2000
Job Chairman at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP 2011 - Present
Bloomberg LP 2002 - 2011
Credit Suisse, CSFB Private Equity (DLJ acquired by Credit Suisse in 2000). 2000 - 2002
Donaldson, Lufkin & Jenrette 1991 - 2000
Grauer & Wheat 1989 - 1991
Donaldson, Lufkin & Jenrette 1980 - 1989
Citi 1969 - 1980
Education
University of North Carolina at Chapel Hill 1964 — 1968
Bachelor of Arts (B.A.)
Harvard Business School
Program for Management Development
Bloomberg LP 2011 - Present
Bloomberg LP 2002 - 2011
Credit Suisse, CSFB Private Equity (DLJ acquired by Credit Suisse in 2000). 2000 - 2002
Donaldson, Lufkin & Jenrette 1991 - 2000
Grauer & Wheat 1989 - 1991
Donaldson, Lufkin & Jenrette 1980 - 1989
Citi 1969 - 1980
Education
University of North Carolina at Chapel Hill 1964 — 1968
Bachelor of Arts (B.A.)
Harvard Business School
Program for Management Development
Stephen Koffler Stephen Koffler's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job Long Term Substitute Teacher at NYC Department of Education
Industry Education Management
Experience
NYC Department of Education February 2014 - Present
Lehman College 2013 - Present
Xanthus Capital Management, LLC 2012 - 2013
G-2 Trading 2009 - 2012
Shannon River Partners 2005 - 2007
Wachovia Securities 2000 - 2005
Donaldson, Lufkin & Jenrette 1997 - 1999
NatWest Markets 1994 - 1997
Education
New York University, Stern School of Business 1990 — 1992
MBA
Haverford College 1980 — 1984
The Hebrew University 1982 — 1983
NYC Department of Education February 2014 - Present
Lehman College 2013 - Present
Xanthus Capital Management, LLC 2012 - 2013
G-2 Trading 2009 - 2012
Shannon River Partners 2005 - 2007
Wachovia Securities 2000 - 2005
Donaldson, Lufkin & Jenrette 1997 - 1999
NatWest Markets 1994 - 1997
Education
New York University, Stern School of Business 1990 — 1992
MBA
Haverford College 1980 — 1984
The Hebrew University 1982 — 1983
Diane Cruz Diane Cruz's Donaldson, Lufkin & Jenrette Experience 1996 - 1997
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management September 2005 - Present
Thomson Financial - Banking and Wealth Management 2003 - 2005
Virtual Network Technolgies, Inc. 2000 - 2002
Walker Digital Inc 1999 - 2000
Lehman Brothers 1997 - 1999
Donaldson, Lufkin & Jenrette 1996 - 1997
Skills
Wealth Management, Alternative Investments, Financial Markets, Capital Markets, Financial Services, Fixed Income, Portfolio Management, Leadership, Management, Investment Banking, Enterprise IT Strategy, Trading Systems, Strategy, Offshore Resource..., Risk Management, Financial Analysis, Business Development, Business Analysis, Series 7, Investments
Education
Stevens Institute of Technology 2008 — 2010
Master's Degree, Management Information Systems, General
Hofstra University 1992 — 1996
Bachelor of Business Administration (BBA), International Business and Finance
Morgan Stanley Wealth Management September 2005 - Present
Thomson Financial - Banking and Wealth Management 2003 - 2005
Virtual Network Technolgies, Inc. 2000 - 2002
Walker Digital Inc 1999 - 2000
Lehman Brothers 1997 - 1999
Donaldson, Lufkin & Jenrette 1996 - 1997
Skills
Wealth Management, Alternative Investments, Financial Markets, Capital Markets, Financial Services, Fixed Income, Portfolio Management, Leadership, Management, Investment Banking, Enterprise IT Strategy, Trading Systems, Strategy, Offshore Resource..., Risk Management, Financial Analysis, Business Development, Business Analysis, Series 7, Investments
Education
Stevens Institute of Technology 2008 — 2010
Master's Degree, Management Information Systems, General
Hofstra University 1992 — 1996
Bachelor of Business Administration (BBA), International Business and Finance
Nicholas Clendenin, CFA's Donaldson, Lufkin & Jenrette Experience May 1996 - January 2000
Job Regional Director Income Solutions at Charles Schwab
Industry Financial Services
Experience
. August 2013 - September 2014
Credit Suisse February 2012 - August 2013
Credit Suisse November 2006 - February 2012
Jefferies August 2003 - November 2006
Deutsche Bank March 2000 - May 2003
Donaldson, Lufkin & Jenrette May 1996 - January 2000
Alex. Brown & Sons November 1993 - May 1996
The Principal/Eppler Guerin & Turner August 1992 - November 1993
Hibernia National Bank January 1991 - August 1992
Deloitte & Touche April 1986 - December 1990
Education
Florida State University - College of Business 1984 — 1985
Master of Business Administration (MBA), Finance
University of South Florida 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
University of Oregon 1981 — 1982
. August 2013 - September 2014
Credit Suisse February 2012 - August 2013
Credit Suisse November 2006 - February 2012
Jefferies August 2003 - November 2006
Deutsche Bank March 2000 - May 2003
Donaldson, Lufkin & Jenrette May 1996 - January 2000
Alex. Brown & Sons November 1993 - May 1996
The Principal/Eppler Guerin & Turner August 1992 - November 1993
Hibernia National Bank January 1991 - August 1992
Deloitte & Touche April 1986 - December 1990
Education
Florida State University - College of Business 1984 — 1985
Master of Business Administration (MBA), Finance
University of South Florida 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
University of Oregon 1981 — 1982
jack risko jack risko's Donaldson, Lufkin & Jenrette Experience 1979 - 1979
Job President and CEO at Windstar Capital Advisors
Industry Financial Services
Experience
AeroTrade Holdings LLC 2010 - Present
Windstar Capital Advisors 1988 - Present
AeroThrust Corporation 2001 - 2010
National Airmotive Corporation 1995 - 1997
First Equity Group 1993 - 1997
Burns Fry Limited 1990 - 1993
BT Securities 1988 - 1990
Morgan Stanley 1980 - 1988
Donaldson, Lufkin & Jenrette 1979 - 1979
Citibank NA 1974 - 1978
Skills
Mergers, Capital, Corporate Finance, Restructuring, IPO, Private Equity, Venture Capital, Debt, Start-ups, Business Strategy, Mergers & Acquisitions, Finance, Due Diligence, Executive Management, Entrepreneurship, Corporate Development, Investments, Financial Modeling, LBO, Investment Banking, Strategy, Business Planning, Financial Advisory, Valuation, Business Development, Management, Leadership, Divestitures, Acquisitions, Emerging Markets, Joint Ventures, Banking, Debt Restructuring, Financial Services, Private Placements, Financial Structuring, Asset Management, M&A experience, Structured Finance, Funding, Capital Markets, Business Valuation, Hedge Funds, Leveraged Finance, Investor Relations, Capital Raising, Acquisition Integration, Alternative Investments, Growth Capital, Project Finance
Education
Harvard Business School 1978 — 1980
MBA, Finance, First year honors; Richard T. Shields Fellowship
Yale University 1969 — 1973
BA, History, the Arts and Letters, cum laude
AeroTrade Holdings LLC 2010 - Present
Windstar Capital Advisors 1988 - Present
AeroThrust Corporation 2001 - 2010
National Airmotive Corporation 1995 - 1997
First Equity Group 1993 - 1997
Burns Fry Limited 1990 - 1993
BT Securities 1988 - 1990
Morgan Stanley 1980 - 1988
Donaldson, Lufkin & Jenrette 1979 - 1979
Citibank NA 1974 - 1978
Skills
Mergers, Capital, Corporate Finance, Restructuring, IPO, Private Equity, Venture Capital, Debt, Start-ups, Business Strategy, Mergers & Acquisitions, Finance, Due Diligence, Executive Management, Entrepreneurship, Corporate Development, Investments, Financial Modeling, LBO, Investment Banking, Strategy, Business Planning, Financial Advisory, Valuation, Business Development, Management, Leadership, Divestitures, Acquisitions, Emerging Markets, Joint Ventures, Banking, Debt Restructuring, Financial Services, Private Placements, Financial Structuring, Asset Management, M&A experience, Structured Finance, Funding, Capital Markets, Business Valuation, Hedge Funds, Leveraged Finance, Investor Relations, Capital Raising, Acquisition Integration, Alternative Investments, Growth Capital, Project Finance
Education
Harvard Business School 1978 — 1980
MBA, Finance, First year honors; Richard T. Shields Fellowship
Yale University 1969 — 1973
BA, History, the Arts and Letters, cum laude
Hal Polley Hal Polley's Donaldson, Lufkin & Jenrette Experience 1992 - 1995
Job Managing Director at Accordion Partners
Industry Management Consulting
Experience
Accordion Partners June 2013 - Present
Vitals October 2011 - June 2013
Stepping Stone Capital Partners January 2009 - October 2011
WTP Capital 2004 - January 2009
Restless Development 2006 - 2009
iFormation Group 2000 - 2004
Lindsay Goldberg & Bessemer 1998 - 2000
The Carlyle Group 1995 - 1996
DLJ 1992 - 1995
Donaldson, Lufkin & Jenrette 1992 - 1995
Skills
Management Consulting, Private Equity, Strategic Planning, Strategic Financial..., Corporate Development, Corporate Finance, Mergers & Acquisitions, Strategy, Business Development, Financial Analysis, Entrepreneurship, Business Strategy, Business Planning, Strategic Partnerships, Fundraising, Operations Management, M&A execution, Mergers
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
Georgetown University 1988 — 1992
BA
Phillips Exeter Academy 1985 — 1988
Diploma, High Honors, High School
Collegiate
Accordion Partners June 2013 - Present
Vitals October 2011 - June 2013
Stepping Stone Capital Partners January 2009 - October 2011
WTP Capital 2004 - January 2009
Restless Development 2006 - 2009
iFormation Group 2000 - 2004
Lindsay Goldberg & Bessemer 1998 - 2000
The Carlyle Group 1995 - 1996
DLJ 1992 - 1995
Donaldson, Lufkin & Jenrette 1992 - 1995
Skills
Management Consulting, Private Equity, Strategic Planning, Strategic Financial..., Corporate Development, Corporate Finance, Mergers & Acquisitions, Strategy, Business Development, Financial Analysis, Entrepreneurship, Business Strategy, Business Planning, Strategic Partnerships, Fundraising, Operations Management, M&A execution, Mergers
Education
Stanford University Graduate School of Business 1996 — 1998
MBA
Georgetown University 1988 — 1992
BA
Phillips Exeter Academy 1985 — 1988
Diploma, High Honors, High School
Collegiate
Frederick Lane's Donaldson, Lufkin & Jenrette Experience 1976 - 2000
Job Founder and Managing Partner, Lane Generational
Industry Investment Management
Experience
Lane Generational of Raymond James January 2015 - Present
Raymond James May 2009 - December 2014
Lane, Berry & Co., International 2002 - 2009
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1976 - 2000
Education
Harvard Business School 1971 — 1973
MBA
Harvard University 1967 — 1971
A.B., General Studies
Lane Generational of Raymond James January 2015 - Present
Raymond James May 2009 - December 2014
Lane, Berry & Co., International 2002 - 2009
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1976 - 2000
Education
Harvard Business School 1971 — 1973
MBA
Harvard University 1967 — 1971
A.B., General Studies
Patrick McCloskey Patrick McCloskey's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Founder/Managing Partner at Aeterna Capital Partners
Industry Financial Services
Experience
Aeterna Capital Partners 2013 - Present
StormHarbour Partners 2010 - 2013
Evolution Markets 2007 - 2010
Lazard 2003 - 2007
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Lehman Brothers 1995 - 1997
Skills
Private Equity, Special Situations, Banking, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Financial Structuring, Private Placements, Venture Capital, Valuation, Alternative Investments, Capital, Financial Advisory, Emerging Markets, Structured Finance, Finance, Mezzanine
Education
Georgetown University 1984 — 1988
BSBA, Finance
Fordham University School of Law 1989 — 1992
JD
Aeterna Capital Partners 2013 - Present
StormHarbour Partners 2010 - 2013
Evolution Markets 2007 - 2010
Lazard 2003 - 2007
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1997 - 2000
Lehman Brothers 1995 - 1997
Skills
Private Equity, Special Situations, Banking, Hedge Funds, Fixed Income, Equities, Capital Markets, Investment Banking, Financial Structuring, Private Placements, Venture Capital, Valuation, Alternative Investments, Capital, Financial Advisory, Emerging Markets, Structured Finance, Finance, Mezzanine
Education
Georgetown University 1984 — 1988
BSBA, Finance
Fordham University School of Law 1989 — 1992
JD
Timothy Low Timothy Low's Donaldson, Lufkin & Jenrette Experience January 1993 - November 2000
Job President, Forte Asset Management
Industry Financial Services
Experience
Forte Asset Management April 2005 - Present
Credit Suisse First Boston November 2000 - April 2005
Donaldson, Lufkin & Jenrette January 1993 - November 2000
Skills
Wealth Management, Asset Managment, Fixed Income, Financial Advisory, Equities, Series 63, Securities, Investments, Investment Strategies, Investment Advisory, Finance, Investment Management, Asset Management, Portfolio Management
Education
Hamilton College 1986 — 1990
BA, Economics
Greenwich High School 1984 — 1986
Forte Asset Management April 2005 - Present
Credit Suisse First Boston November 2000 - April 2005
Donaldson, Lufkin & Jenrette January 1993 - November 2000
Skills
Wealth Management, Asset Managment, Fixed Income, Financial Advisory, Equities, Series 63, Securities, Investments, Investment Strategies, Investment Advisory, Finance, Investment Management, Asset Management, Portfolio Management
Education
Hamilton College 1986 — 1990
BA, Economics
Greenwich High School 1984 — 1986
Usman Choudhary Usman Choudhary's Donaldson, Lufkin & Jenrette Experience January 1999 - June 2000
Job Senior Vice President & Chief Product Officer at ThreatTrack Security
Industry Computer Software
Experience
ThreatTrack Security Inc. January 2015 - Present
NetIQ March 2011 - December 2014
Novell April 2006 - December 2011
e-Security August 2003 - April 2006
FOLIOfn October 2000 - August 2003
Donaldson, Lufkin & Jenrette January 1999 - June 2000
Salomon Smith Barney 1994 - 1998
Skills
Enterprise Software, Cloud Computing, Security, Identity Management, SaaS, Security Management, Enterprise Architecture, Software Development, Agile Methodologies, Integration, Information Security..., Virtualization, System Architecture, Network Security, ITIL, Solution Architecture, Data Center, SDLC, Technical Leadership, IT Strategy, Community Organizing, Unix, SOA, Information Security, Linux, Professional Services, Computer Security, Perl
Education
Harvard Business School 2010 — 2010
Non-degree Certificate program, Leadership Development and Management
Rutgers University-New Brunswick 1991 — 1995
BS, Computer and Electrical Engineering
ThreatTrack Security Inc. January 2015 - Present
NetIQ March 2011 - December 2014
Novell April 2006 - December 2011
e-Security August 2003 - April 2006
FOLIOfn October 2000 - August 2003
Donaldson, Lufkin & Jenrette January 1999 - June 2000
Salomon Smith Barney 1994 - 1998
Skills
Enterprise Software, Cloud Computing, Security, Identity Management, SaaS, Security Management, Enterprise Architecture, Software Development, Agile Methodologies, Integration, Information Security..., Virtualization, System Architecture, Network Security, ITIL, Solution Architecture, Data Center, SDLC, Technical Leadership, IT Strategy, Community Organizing, Unix, SOA, Information Security, Linux, Professional Services, Computer Security, Perl
Education
Harvard Business School 2010 — 2010
Non-degree Certificate program, Leadership Development and Management
Rutgers University-New Brunswick 1991 — 1995
BS, Computer and Electrical Engineering
Bernadett D'Amico Bernadett D'Amico's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Associate Principal at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company 2004 - Present
Central Europe Trust 2001 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Peace Corps of the United States 1994 - 1997
Skills
Go-to-market Strategy, Capability Development, frontline transformation, Emerging Markets, Insurance, Change Management, Growth Strategies, Sales, Management Consulting, International Business, Project Management, Financial Services
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Georgetown University 1993 — 1997
Bachelor of Science (BS), Finance, General
McKinsey & Company 2004 - Present
Central Europe Trust 2001 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Peace Corps of the United States 1994 - 1997
Skills
Go-to-market Strategy, Capability Development, frontline transformation, Emerging Markets, Insurance, Change Management, Growth Strategies, Sales, Management Consulting, International Business, Project Management, Financial Services
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
Georgetown University 1993 — 1997
Bachelor of Science (BS), Finance, General
Kate Pickett's Donaldson, Lufkin & Jenrette Experience January 1999 - August 2001
Job Owner, Pickett's Press
Industry Retail
Experience
Pickett's Press January 2005 - Present
Donaldson, Lufkin & Jenrette January 1999 - August 2001
Merrill Lynch September 1997 - August 1999
Skills
Private Equity, Investment Banking, Corporate Development, Corporate Finance, Due Diligence, Graphic Design, Illustration, Production, General Operations, Finance, Stationery, Entrepreneurship, Management, Start-ups, Marketing Strategy
Education
Harvard Business School 2001 — 2003
MBA, Business
Harvard Business School 2001 — 2003
MBA, Business Administration and Management, General
Harvard College 1993 — 1997
BA, Art History
Phillips Exeter Academy 1991 — 1993
High School, Classics
Pickett's Press January 2005 - Present
Donaldson, Lufkin & Jenrette January 1999 - August 2001
Merrill Lynch September 1997 - August 1999
Skills
Private Equity, Investment Banking, Corporate Development, Corporate Finance, Due Diligence, Graphic Design, Illustration, Production, General Operations, Finance, Stationery, Entrepreneurship, Management, Start-ups, Marketing Strategy
Education
Harvard Business School 2001 — 2003
MBA, Business
Harvard Business School 2001 — 2003
MBA, Business Administration and Management, General
Harvard College 1993 — 1997
BA, Art History
Phillips Exeter Academy 1991 — 1993
High School, Classics
Rob Reilly Rob Reilly's Donaldson, Lufkin & Jenrette Experience 1992 - 2000
Job Regional Manager Dominick & Dominick Wunderlich Wealth Management
Industry Financial Services
Experience
Dominick & Dominick Division of Wunderlich Wealth Management January 2015 - Present
Dominick & Dominick LLC 2003 - January 2015
Credit Suisse First Boston 2000 - 2003
Donaldson, Lufkin & Jenrette 1992 - 2000
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Finance, General
Georgetown University 1986 — 1990
BA, Political Science and History
Dominick & Dominick Division of Wunderlich Wealth Management January 2015 - Present
Dominick & Dominick LLC 2003 - January 2015
Credit Suisse First Boston 2000 - 2003
Donaldson, Lufkin & Jenrette 1992 - 2000
Education
New York University - Leonard N. Stern School of Business 1994 — 1998
Master of Business Administration (MBA), Finance, General
Georgetown University 1986 — 1990
BA, Political Science and History
Amy Gileno Borgia Amy Gileno Borgia's Donaldson, Lufkin & Jenrette Experience 1993 - 1996
Job Senior Manager at Pfizer
Industry Pharmaceuticals
Experience
Pfizer August 2004 - December 2011
Predictive/INS 1996 - 2004
Donaldson, Lufkin & Jenrette 1993 - 1996
Grumman Aerospace 1988 - 1993
Skills
Vendor Management, Project Management, Network Engineering, IT Strategy, Process Improvement, IT Operations, Cross-functional Team..., Disaster Recovery, Software Documentation, Program Management, ITIL, Project Planning, Infrastructure, Information Technology, IT Management, Networking, Troubleshooting, Strategy, Network Design, Integration, Management, Project Portfolio..., Cisco Technologies, IT Service Management, Service Delivery, Leadership, SharePoint, Data Center, Analysis, Consulting, Outsourcing, WAN, Business Process, Visio, Procurement
Education
Hofstra University 1983 — 1987
Bachelor of Science, Computer Science/Math Option
Pfizer August 2004 - December 2011
Predictive/INS 1996 - 2004
Donaldson, Lufkin & Jenrette 1993 - 1996
Grumman Aerospace 1988 - 1993
Skills
Vendor Management, Project Management, Network Engineering, IT Strategy, Process Improvement, IT Operations, Cross-functional Team..., Disaster Recovery, Software Documentation, Program Management, ITIL, Project Planning, Infrastructure, Information Technology, IT Management, Networking, Troubleshooting, Strategy, Network Design, Integration, Management, Project Portfolio..., Cisco Technologies, IT Service Management, Service Delivery, Leadership, SharePoint, Data Center, Analysis, Consulting, Outsourcing, WAN, Business Process, Visio, Procurement
Education
Hofstra University 1983 — 1987
Bachelor of Science, Computer Science/Math Option
Joseph Marren Joseph Marren's Donaldson, Lufkin & Jenrette Experience June 1997 - November 2000
Job President & CEO of KStone Partners, an SEC registered advisor specializing in creditrelated funds of hedge funds.
Industry Investment Management
Experience
Columbia Business School September 2014 - September 2014
Columbia Business School April 2013 - April 2013
Columbia Law School February 2013 - February 2013
Fordham Law School September 2012 - September 2012
Sagent Advisors April 2005 - September 2008
Citigroup Global Markets May 2001 - March 2005
Credit Suisse First Boston November 2000 - March 2001
Donaldson, Lufkin & Jenrette June 1997 - November 2000
The Bridgeford Group 1991 - 1997
Prudential Financial 1989 - 1991
Education
NYU Stern School of Business 1981 — 1984
MBA, Finance
Fordham University School of Law 1976 — 1979
JD
College of William & Mary 1972 — 1976
BBA, Accounting, Economics
Iona Preparatory School 1968 — 1972
Our Lady of Mt. Carmel 1961 — 1968
Columbia Business School September 2014 - September 2014
Columbia Business School April 2013 - April 2013
Columbia Law School February 2013 - February 2013
Fordham Law School September 2012 - September 2012
Sagent Advisors April 2005 - September 2008
Citigroup Global Markets May 2001 - March 2005
Credit Suisse First Boston November 2000 - March 2001
Donaldson, Lufkin & Jenrette June 1997 - November 2000
The Bridgeford Group 1991 - 1997
Prudential Financial 1989 - 1991
Education
NYU Stern School of Business 1981 — 1984
MBA, Finance
Fordham University School of Law 1976 — 1979
JD
College of William & Mary 1972 — 1976
BBA, Accounting, Economics
Iona Preparatory School 1968 — 1972
Our Lady of Mt. Carmel 1961 — 1968
Robert Brozey Robert Brozey's Donaldson, Lufkin & Jenrette Experience 1987 - 1989
Job SAP Master Data Lead North America at Novartis Services
Industry Information Technology and Services
Experience
Novartis February 2013 - Present
Novartis March 2012 - February 2013
Novartis Pharmaceutical Corp. 2011 - March 2012
Performance Plus Consulting January 2009 - March 2012
New Millennial Homes 2002 - 2008
ABB Energy Capital 1996 - 2003
Coopers & Lybrand 1993 - 1996
Westinghouse Electric Company 1990 - 1992
Trammell Crow Residential 1990 - 1990
Donaldson, Lufkin & Jenrette 1987 - 1989
Skills
Financial Analysis, Finance, Corporate Finance, Analysis, Business Development, Strategic Planning, Business Planning, Management, Project Finance, Business Process..., Pharmaceutical Industry, Portfolio Management, Management Consulting, Leadership, Budgets, SAP, Mergers & Acquisitions, Venture Capital, Operations Management, Financial Reporting, Accounting, Restructuring, Forecasting, Internal Controls, Start-ups, Due Diligence, Financial Modeling, Executive Management, Performance Improvement, Employee Relations, Real Estate Development, Sales Management, Turn Around Management, Credit, Risk Management, Cash Flow, Financial Structuring, Valuation, Managerial Finance, Acquisition Integration, Internal Audit, Structuring, Cash Flow Management, Project Implementation, Turnarounds, Financial Systems..., CFO, COO, Pharmaceuticals, CPA
Education
Harvard Business School 1986 — 1988
MBA/1988, Operations and General Management
Penn State University 1979 — 1983
BS, Finance, Highest Honors
Roman Catholic 1976 — 1979
High School
Novartis February 2013 - Present
Novartis March 2012 - February 2013
Novartis Pharmaceutical Corp. 2011 - March 2012
Performance Plus Consulting January 2009 - March 2012
New Millennial Homes 2002 - 2008
ABB Energy Capital 1996 - 2003
Coopers & Lybrand 1993 - 1996
Westinghouse Electric Company 1990 - 1992
Trammell Crow Residential 1990 - 1990
Donaldson, Lufkin & Jenrette 1987 - 1989
Skills
Financial Analysis, Finance, Corporate Finance, Analysis, Business Development, Strategic Planning, Business Planning, Management, Project Finance, Business Process..., Pharmaceutical Industry, Portfolio Management, Management Consulting, Leadership, Budgets, SAP, Mergers & Acquisitions, Venture Capital, Operations Management, Financial Reporting, Accounting, Restructuring, Forecasting, Internal Controls, Start-ups, Due Diligence, Financial Modeling, Executive Management, Performance Improvement, Employee Relations, Real Estate Development, Sales Management, Turn Around Management, Credit, Risk Management, Cash Flow, Financial Structuring, Valuation, Managerial Finance, Acquisition Integration, Internal Audit, Structuring, Cash Flow Management, Project Implementation, Turnarounds, Financial Systems..., CFO, COO, Pharmaceuticals, CPA
Education
Harvard Business School 1986 — 1988
MBA/1988, Operations and General Management
Penn State University 1979 — 1983
BS, Finance, Highest Honors
Roman Catholic 1976 — 1979
High School
Emily Drake Emily Drake's Donaldson, Lufkin & Jenrette Experience March 1985 - July 1985
Job Partner at Fairport Asset Management
Industry Financial Services
Experience
Fairport Asset Management January 2000 - Present
McDonald Trust Company February 1994 - January 2000
Society National Bank (Formerly Ameritrust Company, NA) July 1988 - February 1994
Rinfret Incorporated May 1986 - March 1988
Drexel Burnham Lambert July 1985 - May 1986
Donaldson, Lufkin & Jenrette March 1985 - July 1985
Meijer Incorporated August 1976 - October 1984
Skills
Wealth Management, Charitable Gift Planning, Multi-generational..., Investments
Education
Grand Valley State University 1977 — 1981
Fairport Asset Management January 2000 - Present
McDonald Trust Company February 1994 - January 2000
Society National Bank (Formerly Ameritrust Company, NA) July 1988 - February 1994
Rinfret Incorporated May 1986 - March 1988
Drexel Burnham Lambert July 1985 - May 1986
Donaldson, Lufkin & Jenrette March 1985 - July 1985
Meijer Incorporated August 1976 - October 1984
Skills
Wealth Management, Charitable Gift Planning, Multi-generational..., Investments
Education
Grand Valley State University 1977 — 1981
Liz Griggs's Donaldson, Lufkin & Jenrette Experience 1988 - 1994
Job Chairman and CEO NextImage/WorkWell
Industry Insurance
Experience
WorkWell Prevention & Care 2009 - Present
One Call Medical 1993 - 2003
Donaldson, Lufkin & Jenrette 1988 - 1994
Bank of Boston 1989 - 1991
Maryland National Bank 1987 - 1988
Skills
Workers Compensation, Insurance, Managed Care, Healthcare, Mergers, Executive Management, Strategic Planning, New Business Development, Business Strategy, Sales Management, Leadership Development, Health Insurance, Leadership, Team Building, Management, Property, Process Improvement, Risk Management, Claims Management
Education
Harvard Business School 2001 — 2003
Owner/President Management Program
University of Delaware, Dean's Scholar 1980 — 1984
Bachelor of Science, Business
WorkWell Prevention & Care 2009 - Present
One Call Medical 1993 - 2003
Donaldson, Lufkin & Jenrette 1988 - 1994
Bank of Boston 1989 - 1991
Maryland National Bank 1987 - 1988
Skills
Workers Compensation, Insurance, Managed Care, Healthcare, Mergers, Executive Management, Strategic Planning, New Business Development, Business Strategy, Sales Management, Leadership Development, Health Insurance, Leadership, Team Building, Management, Property, Process Improvement, Risk Management, Claims Management
Education
Harvard Business School 2001 — 2003
Owner/President Management Program
University of Delaware, Dean's Scholar 1980 — 1984
Bachelor of Science, Business
Andrew Sternlieb Andrew Sternlieb's Donaldson, Lufkin & Jenrette Experience June 1993 - June 1994
Job President at Salem Realty Capital LLC
Industry Real Estate
Experience
Salem Realty Capital LLC July 1994 - Present
US Hospitality Advisors August 2014 - Present
Teachers College, Columbia University January 2012 - May 2014
Keystone Realty 2011 - 2012
Donaldson, Lufkin & Jenrette June 1993 - June 1994
Salomon Brothers Inc August 1986 - October 1991
Bear Stearns July 1981 - June 1986
Connors, Sternlieb and Company September 1979 - June 1981
Skills
Capital Markets, Real Estate Development, Real Estate Financing, Mergers & Acquisitions, Real Estate, Investments, Real Estate Economics, Economic Development, Finance, Property Management, Entrepreneurship, Investment Properties, Investment Banking, Mortgage Lending
Education
Teachers College, Columbia University 2012 — 2014
MA, Education Policy
Emory University School of Law 1975 — 1978
JD
University of Rochester 1971 — 1975
BA, Political Science
Salem Realty Capital LLC July 1994 - Present
US Hospitality Advisors August 2014 - Present
Teachers College, Columbia University January 2012 - May 2014
Keystone Realty 2011 - 2012
Donaldson, Lufkin & Jenrette June 1993 - June 1994
Salomon Brothers Inc August 1986 - October 1991
Bear Stearns July 1981 - June 1986
Connors, Sternlieb and Company September 1979 - June 1981
Skills
Capital Markets, Real Estate Development, Real Estate Financing, Mergers & Acquisitions, Real Estate, Investments, Real Estate Economics, Economic Development, Finance, Property Management, Entrepreneurship, Investment Properties, Investment Banking, Mortgage Lending
Education
Teachers College, Columbia University 2012 — 2014
MA, Education Policy
Emory University School of Law 1975 — 1978
JD
University of Rochester 1971 — 1975
BA, Political Science
Elton Click's Donaldson, Lufkin & Jenrette Experience June 2000 - August 2000
Job Director of Finance at HAECO Americas
Industry Aviation & Aerospace
Experience
HAECO Americas January 2012 - Present
Wells Fargo Securities July 2006 - August 2011
Citigroup Global Markets June 2001 - July 2003
Donaldson, Lufkin & Jenrette June 2000 - August 2000
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Finance, Strategy, Business Development, International Business
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics / Political Science
Lejeune High School 1993 — 1997
HAECO Americas January 2012 - Present
Wells Fargo Securities July 2006 - August 2011
Citigroup Global Markets June 2001 - July 2003
Donaldson, Lufkin & Jenrette June 2000 - August 2000
Skills
Financial Modeling, Mergers & Acquisitions, Investment Banking, Valuation, Finance, Strategy, Business Development, International Business
Education
Georgetown University - The McDonough School of Business 2004 — 2006
MBA
University of North Carolina at Chapel Hill 1997 — 2001
BA, Economics / Political Science
Lejeune High School 1993 — 1997
Dwayne Flinchum's Donaldson, Lufkin & Jenrette Experience July 1994 - December 1994
Job Brand Development, Brand Management, Creative Director, President, IridiumGroup
Industry Marketing and Advertising
Experience
IridiumGroup 1995 - Present
OrgCentric 2012 - Present
Donaldson, Lufkin & Jenrette July 1994 - December 1994
General Media Intl. 1984 - 1994
Skills
Brand Development, Graphic Design, Creative Services, Brand Applications and..., Corporate Communications, Marketing Communications, Agency Development, Corporate Branding, Messaging, Logo Design, Advertising, Corporate Identity, Creative Strategy, Creative Direction, Brand Management, Strategy, Concept Development, Marketing, Adobe Creative Suite, Branding & Identity, Content Strategy, Interactive Advertising, Digital Strategy, Brand Architecture, Digital Marketing, Digital Media, Integrated Marketing, Interaction Design, Art Direction, Copywriting, Web Design, User Experience
Education
Virginia Tech 1980 — 1984
BA in Art, Design
East Tennessee State University 1979 — 1980
Art and Design
IridiumGroup 1995 - Present
OrgCentric 2012 - Present
Donaldson, Lufkin & Jenrette July 1994 - December 1994
General Media Intl. 1984 - 1994
Skills
Brand Development, Graphic Design, Creative Services, Brand Applications and..., Corporate Communications, Marketing Communications, Agency Development, Corporate Branding, Messaging, Logo Design, Advertising, Corporate Identity, Creative Strategy, Creative Direction, Brand Management, Strategy, Concept Development, Marketing, Adobe Creative Suite, Branding & Identity, Content Strategy, Interactive Advertising, Digital Strategy, Brand Architecture, Digital Marketing, Digital Media, Integrated Marketing, Interaction Design, Art Direction, Copywriting, Web Design, User Experience
Education
Virginia Tech 1980 — 1984
BA in Art, Design
East Tennessee State University 1979 — 1980
Art and Design
Burke Smith Burke Smith's Donaldson, Lufkin & Jenrette Experience February 1998 - February 2001
Job Managing Director, Transportation & Logistics: Helping Business Owners Build & Realize Value through M&A
Industry Investment Banking
Experience
Headwaters MB November 2014 - Present
The Dependable Companies January 2013 - December 2014
CAN Transport/AMCO Distribution December 2006 - January 2013
UBS Investment Bank 2001 - 2004
Donaldson, Lufkin & Jenrette February 1998 - February 2001
Education
Harvard Law School 1992 — 1995
JD
Stanford University 1987 — 1991
BA
Headwaters MB November 2014 - Present
The Dependable Companies January 2013 - December 2014
CAN Transport/AMCO Distribution December 2006 - January 2013
UBS Investment Bank 2001 - 2004
Donaldson, Lufkin & Jenrette February 1998 - February 2001
Education
Harvard Law School 1992 — 1995
JD
Stanford University 1987 — 1991
BA
John V's Donaldson, Lufkin & Jenrette Experience 1998 - 1999
Job Client Relationship Director Educational Management
Industry Education Management
Experience
Healthcare Education August 2010 - Present
Financial Recruitment Firm March 2006 - August 2010
JPMorganChase August 2001 - March 2006
Credit Suisse May 1999 - August 2001
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Financial Analysis, Management, Banking, Finance, Microsoft Excel, Budgets, Customer Service, Data Analysis, Managerial Finance, Access, Financial Reporting, Resume Writing, Strategic Financial..., Strategic Planning, Corporate Finance, Time Management, CRM, Career Counseling, Financial Modeling, Interviews, Recruiting, Coaching, Team Building, Outlook, Leadership, Training, Accounting, Staff Development, Temporary Placement, Performance Management, College Recruiting, Career Management, Human Resources, Applicant Tracking..., Onboarding, Talent Acquisition, Internet Recruiting, Career Development
Education
Hofstra University
Finance, Major: Business Admin Minor: English Lit
Healthcare Education August 2010 - Present
Financial Recruitment Firm March 2006 - August 2010
JPMorganChase August 2001 - March 2006
Credit Suisse May 1999 - August 2001
Donaldson, Lufkin & Jenrette 1998 - 1999
Skills
Financial Analysis, Management, Banking, Finance, Microsoft Excel, Budgets, Customer Service, Data Analysis, Managerial Finance, Access, Financial Reporting, Resume Writing, Strategic Financial..., Strategic Planning, Corporate Finance, Time Management, CRM, Career Counseling, Financial Modeling, Interviews, Recruiting, Coaching, Team Building, Outlook, Leadership, Training, Accounting, Staff Development, Temporary Placement, Performance Management, College Recruiting, Career Management, Human Resources, Applicant Tracking..., Onboarding, Talent Acquisition, Internet Recruiting, Career Development
Education
Hofstra University
Finance, Major: Business Admin Minor: English Lit
Laura Dubin's Donaldson, Lufkin & Jenrette Experience 1991 - 1996
Job Former President and CEO at Dubin Enterprises 2005 2008
Industry Management Consulting
Experience
Dubin family January 1994 - Present
Dubin Enterprises Inc January 2005 - January 2008
Gaming VC 2005 - 2006
ThingWorld.com 1996 - 2000
Donaldson, Lufkin & Jenrette 1991 - 1996
Skills
Start-ups, Nonprofits, Entrepreneurship, Due Diligence, Fundraising, Operations Management, Public Relations, Customer Service, Social Media
Education
Emerson College 1988 — 1991
Bachelor's degree, Business and Organizational Communications, PR. Radio and Mass Communication
Dubin family January 1994 - Present
Dubin Enterprises Inc January 2005 - January 2008
Gaming VC 2005 - 2006
ThingWorld.com 1996 - 2000
Donaldson, Lufkin & Jenrette 1991 - 1996
Skills
Start-ups, Nonprofits, Entrepreneurship, Due Diligence, Fundraising, Operations Management, Public Relations, Customer Service, Social Media
Education
Emerson College 1988 — 1991
Bachelor's degree, Business and Organizational Communications, PR. Radio and Mass Communication
Lisa Hagerty's Donaldson, Lufkin & Jenrette Experience 1985 - 1988
Job Founder/Owner Resort Retail and Local Government member
Industry Retail
Experience
Well Heeled November 2004 - Present
Rosebud Properties November 2004 - Present
Ellie Kai September 2012 - January 2014
Oppenheimer & Co. 1988 - 1990
Donaldson, Lufkin & Jenrette 1985 - 1988
Braxton Associates 1983 - 1984
Dillon, Read & Co. Inc 1982 - 1983
Skills
Entrepreneurship, Strategic Planning, Marketing Strategy, Marketing, Social Media Marketing, Retail, Social Media, Start-ups, Public Speaking, New Business Development, Business Strategy, Sales, Strategy, Real Estate, Mergers & Acquisitions, Budgets
Education
Harvard Business School 1984 — 1986
MBA, Finance
Harvard University 1978 — 1982
AB, Economics
Well Heeled November 2004 - Present
Rosebud Properties November 2004 - Present
Ellie Kai September 2012 - January 2014
Oppenheimer & Co. 1988 - 1990
Donaldson, Lufkin & Jenrette 1985 - 1988
Braxton Associates 1983 - 1984
Dillon, Read & Co. Inc 1982 - 1983
Skills
Entrepreneurship, Strategic Planning, Marketing Strategy, Marketing, Social Media Marketing, Retail, Social Media, Start-ups, Public Speaking, New Business Development, Business Strategy, Sales, Strategy, Real Estate, Mergers & Acquisitions, Budgets
Education
Harvard Business School 1984 — 1986
MBA, Finance
Harvard University 1978 — 1982
AB, Economics
Cate Shine Cate Shine's Donaldson, Lufkin & Jenrette Experience January 1991 - January 1996
Job Manager Patient Services at Metz Culinary Management
Industry Food & Beverages
Experience
Metz Culinary Management March 2012 - May 2014
New York - Presbyterian February 2009 - May 2010
NYU langone medical center October 1998 - January 2009
NYU Medical Center/Mount Sinai Medical Center October 1998 - January 2009
Mount Sinai Medical Center September 2000 - January 2003
NYU Langone Medical Center January 1998 - January 2000
JP Loflands NY Grill January 1996 - January 1998
Compass Group North America September 1987 - March 1996
Donaldson, Lufkin & Jenrette January 1991 - January 1996
Philip Morris & Companies, World Headquarters January 1989 - January 1991
Skills
Catering, Menu Development, Recipes, Food, Food & Beverage, Management, Banquets, Food Service Operations, Food Safety, Food Service, Food Service Sanitation, Fine Dining, Gourmet, Restaurants, P&L, Customer Service, Hospitality, Event Planning, Budgets, Inventory Management, Restaurant Management, Team Building
Education
New York University 1993 — 1997
MA, food management and nutrition
NEW YORK RESTAURANT SCHOOL 1983 — 1983
Culinary Arts
Emerson College 1975 — 1978
BFA cl, Dance & Theatre
Metz Culinary Management March 2012 - May 2014
New York - Presbyterian February 2009 - May 2010
NYU langone medical center October 1998 - January 2009
NYU Medical Center/Mount Sinai Medical Center October 1998 - January 2009
Mount Sinai Medical Center September 2000 - January 2003
NYU Langone Medical Center January 1998 - January 2000
JP Loflands NY Grill January 1996 - January 1998
Compass Group North America September 1987 - March 1996
Donaldson, Lufkin & Jenrette January 1991 - January 1996
Philip Morris & Companies, World Headquarters January 1989 - January 1991
Skills
Catering, Menu Development, Recipes, Food, Food & Beverage, Management, Banquets, Food Service Operations, Food Safety, Food Service, Food Service Sanitation, Fine Dining, Gourmet, Restaurants, P&L, Customer Service, Hospitality, Event Planning, Budgets, Inventory Management, Restaurant Management, Team Building
Education
New York University 1993 — 1997
MA, food management and nutrition
NEW YORK RESTAURANT SCHOOL 1983 — 1983
Culinary Arts
Emerson College 1975 — 1978
BFA cl, Dance & Theatre
Pete Moore's Donaldson, Lufkin & Jenrette Experience 1996 - 1997
Job Managing Partner at Integrity Square
Industry Banking
Experience
Integrity Square March 2010 - Present
Insite Networks d/b/a FitnessInsite April 2000 - Present
Sagent Advisors Inc. November 2003 - February 2010
Brockway Moran & Partners August 1999 - April 2000
Donaldson, Lufkin & Jenrette 1996 - 1997
Skills
Strategy, Entrepreneurship, Financial Modeling, Valuation, Due Diligence, Private Equity, Management, SaaS, Marketing, Investment Banking, Mergers & Acquisitions, Personal Training, Business Planning, Wellness, Strategic Planning, Venture Capital, LBO, Business Strategy, Corporate Development, Recruiting, Sports, Investments, Start-ups, Finance, Leveraged Finance, Private Placements
Education
Harvard Business School 1997 — 1999
MBA, Finance
Emory University 1990 — 1994
BBA, Finance
Integrity Square March 2010 - Present
Insite Networks d/b/a FitnessInsite April 2000 - Present
Sagent Advisors Inc. November 2003 - February 2010
Brockway Moran & Partners August 1999 - April 2000
Donaldson, Lufkin & Jenrette 1996 - 1997
Skills
Strategy, Entrepreneurship, Financial Modeling, Valuation, Due Diligence, Private Equity, Management, SaaS, Marketing, Investment Banking, Mergers & Acquisitions, Personal Training, Business Planning, Wellness, Strategic Planning, Venture Capital, LBO, Business Strategy, Corporate Development, Recruiting, Sports, Investments, Start-ups, Finance, Leveraged Finance, Private Placements
Education
Harvard Business School 1997 — 1999
MBA, Finance
Emory University 1990 — 1994
BBA, Finance
Erika Hindle's Donaldson, Lufkin & Jenrette Experience 1993 - 1993
Job Chief Financial Officer at Andell Inc.
Industry Entertainment
Experience
Andell Inc. March 2014 - Present
Media Rights Capital August 2011 - February 2014
Relativity Media January 2011 - July 2011
Overture Films October 2006 - January 2011
Independent Consultant 2000 - 2006
WeddingChannel 1999 - 2000
MGM 1994 - 1999
Donaldson, Lufkin & Jenrette 1993 - 1993
MGM 1991 - 1992
PwC 1988 - 1991
Skills
Valuation, Corporate Development, Entertainment, Financial Modeling, Digital Media, Finance, Entrepreneurship, Start-ups, Strategy, New Media, Restructuring, Auditing, CPA, Digital Strategy, Corporate Finance, Private Equity, Strategic Partnerships, Venture Capital, Budgets, Social Networking, Business Strategy, Mergers & Acquisitions
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
UCLA 1984 — 1988
Bachelor of Arts (B.A.), Economics/Business
Andell Inc. March 2014 - Present
Media Rights Capital August 2011 - February 2014
Relativity Media January 2011 - July 2011
Overture Films October 2006 - January 2011
Independent Consultant 2000 - 2006
WeddingChannel 1999 - 2000
MGM 1994 - 1999
Donaldson, Lufkin & Jenrette 1993 - 1993
MGM 1991 - 1992
PwC 1988 - 1991
Skills
Valuation, Corporate Development, Entertainment, Financial Modeling, Digital Media, Finance, Entrepreneurship, Start-ups, Strategy, New Media, Restructuring, Auditing, CPA, Digital Strategy, Corporate Finance, Private Equity, Strategic Partnerships, Venture Capital, Budgets, Social Networking, Business Strategy, Mergers & Acquisitions
Education
Harvard Business School 1992 — 1994
Master of Business Administration (MBA)
UCLA 1984 — 1988
Bachelor of Arts (B.A.), Economics/Business
Jerry Tomic Jerry Tomic's Donaldson, Lufkin & Jenrette Experience April 1991 - August 2000
Job Sr. Programmer Analyst at Kearney & Co.
Industry Information Technology and Services
Experience
Kearney & Co. October 2010 - Present
ASRC Research and Technology Solutions (ARTS) August 2009 - March 2010
Tantus Technologies December 2004 - August 2009
Sierra Systems October 2000 - December 2004
Donaldson, Lufkin & Jenrette April 1991 - August 2000
Skills
Business Intelligence, Business Process..., SDLC, ERP, Finance, Program Management, Analysis, Equities, Risk Management, Management Consulting, Process Improvement, Derivatives, Business Analysis, Governance, Business Process, Requirements Analysis, Leadership, Consulting, IT Strategy, Project Management, Integration, Data Analysis, PMP, Strategy, Financial Reporting, Financial Analysis, Vendor Management, Requirements Gathering, Visio, Access, CISA
Education
Jack Welch Management Institute 2014 — 2017
Executive MBA, Leadership and Management
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
New York University - Leonard N. Stern School of Business 1986 — 1990
BS, Accounting
Longwood High School
Kearney & Co. October 2010 - Present
ASRC Research and Technology Solutions (ARTS) August 2009 - March 2010
Tantus Technologies December 2004 - August 2009
Sierra Systems October 2000 - December 2004
Donaldson, Lufkin & Jenrette April 1991 - August 2000
Skills
Business Intelligence, Business Process..., SDLC, ERP, Finance, Program Management, Analysis, Equities, Risk Management, Management Consulting, Process Improvement, Derivatives, Business Analysis, Governance, Business Process, Requirements Analysis, Leadership, Consulting, IT Strategy, Project Management, Integration, Data Analysis, PMP, Strategy, Financial Reporting, Financial Analysis, Vendor Management, Requirements Gathering, Visio, Access, CISA
Education
Jack Welch Management Institute 2014 — 2017
Executive MBA, Leadership and Management
Fordham Gabelli School of Business 1996 — 2000
MBA, Finance
New York University - Leonard N. Stern School of Business 1986 — 1990
BS, Accounting
Longwood High School
Humayun Khalid's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Associate at Cleary Gottlieb Steen & Hamilton LLP
Industry Law Practice
Experience
Cleary Gottlieb Steen & Hamilton LLP October 2007 - Present
Harvard Legal Aid Bureau August 2005 - June 2007
Bain Capital August 2001 - September 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Skills
Bankruptcy, Debt Restructuring, Restructuring, Insolvency, Corporate Law
Education
Harvard Law School 2004 — 2007
Doctor of Law (J.D.)
Harvard College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Aitchison
Cleary Gottlieb Steen & Hamilton LLP October 2007 - Present
Harvard Legal Aid Bureau August 2005 - June 2007
Bain Capital August 2001 - September 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Skills
Bankruptcy, Debt Restructuring, Restructuring, Insolvency, Corporate Law
Education
Harvard Law School 2004 — 2007
Doctor of Law (J.D.)
Harvard College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Aitchison
Casey West Casey West's Donaldson, Lufkin & Jenrette Experience June 1996 - July 1997
Job Managing Partner at SSM Partners
Industry Venture Capital & Private Equity
Experience
SSM Partners May 2004 - Present
HealthTeacher, Inc May 2011 - Present
EnableComp May 2011 - Present
RemitDATA January 2008 - Present
Novu LLC March 2015 - Present
Senior Whole Health August 2004 - November 2011
Bloodhound, Inc. April 2007 - May 2011
Petra Capital Partners June 2002 - May 2004
Petra Capital Partners July 1997 - July 2000
Donaldson, Lufkin & Jenrette June 1996 - July 1997
Skills
Venture Capital, Private Equity, Corporate Development, Mergers, Strategic Planning, Healthcare, Strategic Partnerships, Healthcare Information..., Due Diligence, Business Development, Entrepreneurship, New Business Development, Business Strategy, Financial Analysis, Corporate Finance
Education
Harvard Business School 2000 — 2002
MBA
Virginia Military Institute 1990 — 1994
Bachelor of Arts (B.A.), History
Briarwood Christian High School
Briarwood Christian High School
Briarwood Christian High School
Briarwood Christian High School
Briarwood Christian High School
SSM Partners May 2004 - Present
HealthTeacher, Inc May 2011 - Present
EnableComp May 2011 - Present
RemitDATA January 2008 - Present
Novu LLC March 2015 - Present
Senior Whole Health August 2004 - November 2011
Bloodhound, Inc. April 2007 - May 2011
Petra Capital Partners June 2002 - May 2004
Petra Capital Partners July 1997 - July 2000
Donaldson, Lufkin & Jenrette June 1996 - July 1997
Skills
Venture Capital, Private Equity, Corporate Development, Mergers, Strategic Planning, Healthcare, Strategic Partnerships, Healthcare Information..., Due Diligence, Business Development, Entrepreneurship, New Business Development, Business Strategy, Financial Analysis, Corporate Finance
Education
Harvard Business School 2000 — 2002
MBA
Virginia Military Institute 1990 — 1994
Bachelor of Arts (B.A.), History
Briarwood Christian High School
Briarwood Christian High School
Briarwood Christian High School
Briarwood Christian High School
Briarwood Christian High School
Fiona Stephenson Fiona Stephenson's Donaldson, Lufkin & Jenrette Experience 1990 - 1992
Job Vice President, Segmentation Marketing at TIAACREF
Industry Financial Services
Experience
TIAA-CREF April 2011 - Present
Fidelity Investments 2002 - 2010
Staples 1994 - 2002
General Mills June 1993 - August 1993
Donaldson, Lufkin & Jenrette 1990 - 1992
Greenwich Associates June 1988 - August 1988
Skills
Cross-functional Team..., Strategy, Marketing Communications, Customer Segmentation..., Marketing Analytics, Email Marketing, Direct Mail, Campaign Strategy..., Integrated Marketing, Financial Services, 401k, 403b, Segmentation, Lead Generation, 403 b, Marketing, Marketing Strategy, Business Strategy, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Marketing and Management
Harvard University 1986 — 1990
BA, English
Greenwich High School
TIAA-CREF April 2011 - Present
Fidelity Investments 2002 - 2010
Staples 1994 - 2002
General Mills June 1993 - August 1993
Donaldson, Lufkin & Jenrette 1990 - 1992
Greenwich Associates June 1988 - August 1988
Skills
Cross-functional Team..., Strategy, Marketing Communications, Customer Segmentation..., Marketing Analytics, Email Marketing, Direct Mail, Campaign Strategy..., Integrated Marketing, Financial Services, 401k, 403b, Segmentation, Lead Generation, 403 b, Marketing, Marketing Strategy, Business Strategy, Strategic Planning
Education
Northwestern University - Kellogg School of Management 1992 — 1994
MBA, Marketing and Management
Harvard University 1986 — 1990
BA, English
Greenwich High School
Paul Najarian Paul Najarian's Donaldson, Lufkin & Jenrette Experience 1993 - 2000
Job General Counsel
Industry Law Practice
Experience
LogicSource, Inc. February 2010 - Present
Norfolk Markets May 2009 - January 2010
Morgan Stanley (New York, NY) 2002 - 2009
Autofusion Corp. January 2000 - November 2002
Donaldson, Lufkin & Jenrette 1993 - 2000
Brown & Wood 1989 - 1993
Skills
Funding, Mortgage, Structured Finance, Banking, Contract Negotiation, Mortgage Lending, Consulting
Education
Fordham University School of Law 1986 — 1989
JD, Law
University of Notre Dame 1981 — 1989
BA and JD, English, Business, Law
LogicSource, Inc. February 2010 - Present
Norfolk Markets May 2009 - January 2010
Morgan Stanley (New York, NY) 2002 - 2009
Autofusion Corp. January 2000 - November 2002
Donaldson, Lufkin & Jenrette 1993 - 2000
Brown & Wood 1989 - 1993
Skills
Funding, Mortgage, Structured Finance, Banking, Contract Negotiation, Mortgage Lending, Consulting
Education
Fordham University School of Law 1986 — 1989
JD, Law
University of Notre Dame 1981 — 1989
BA and JD, English, Business, Law
Robert Maina Robert Maina's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Portfolio Manager w/ Cramer Rosenthal McGlynn
Industry Investment Management
Experience
Cramer Rosenthal McGlynn January 2005 - Present
Copper Beech Capital March 2003 - January 2005
CIBC World Markets 2000 - 2003
DLJ 1997 - 2000
Donaldson, Lufkin & Jenrette 1997 - 2000
Arthur Andersen 1993 - 1996
Skills
Hedge Funds, Portfolio Management, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Valuation, Fixed Income, Investment Management, Investments, Private Equity, Securities, Series 7, Alternative Investments
Education
Fairfield University 1989 — 1993
BS, Finance
Archbishop Molloy 1985 — 1989
Cramer Rosenthal McGlynn January 2005 - Present
Copper Beech Capital March 2003 - January 2005
CIBC World Markets 2000 - 2003
DLJ 1997 - 2000
Donaldson, Lufkin & Jenrette 1997 - 2000
Arthur Andersen 1993 - 1996
Skills
Hedge Funds, Portfolio Management, Equity Research, Financial Modeling, Valuation, Asset Management, Asset Managment, Bloomberg, Capital Markets, Corporate Finance, Equities, Equity Valuation, Fixed Income, Investment Management, Investments, Private Equity, Securities, Series 7, Alternative Investments
Education
Fairfield University 1989 — 1993
BS, Finance
Archbishop Molloy 1985 — 1989
David Crosby David Crosby's Donaldson, Lufkin & Jenrette Experience 1994 - 1996
Job Managing Director at Guggenheim Securities
Industry Venture Capital & Private Equity
Experience
Guggenheim Securities May 2014 - Present
Greatwide Logistics Services April 2013 - Present
Five Tigers, LLC July 2012 - May 2014
Centerview Partners 2010 - 2012
Quadrangle Group 2005 - 2009
NBC Universal 2001 - 2005
Wright Venture Partners 2000 - 2001
Icahn Associates 1999 - 2000
Donaldson, Lufkin & Jenrette 1994 - 1996
Skills
Private Equity, Hedge Funds, TMT Sector Expertise, Family Office Investor, IR, Equities, Financial Services, Investment Banking, Finance, Leadership, Investments, Media, Mergers, Mergers & Acquisitions, Restructuring, Start-ups, Strategy, LBO, Business Development, Corporate Finance
Education
Harvard Business School 1997 — 1999
MBA
Princeton University 1990 — 1994
BA, History
The Pingry School 1984 — 1990
Guggenheim Securities May 2014 - Present
Greatwide Logistics Services April 2013 - Present
Five Tigers, LLC July 2012 - May 2014
Centerview Partners 2010 - 2012
Quadrangle Group 2005 - 2009
NBC Universal 2001 - 2005
Wright Venture Partners 2000 - 2001
Icahn Associates 1999 - 2000
Donaldson, Lufkin & Jenrette 1994 - 1996
Skills
Private Equity, Hedge Funds, TMT Sector Expertise, Family Office Investor, IR, Equities, Financial Services, Investment Banking, Finance, Leadership, Investments, Media, Mergers, Mergers & Acquisitions, Restructuring, Start-ups, Strategy, LBO, Business Development, Corporate Finance
Education
Harvard Business School 1997 — 1999
MBA
Princeton University 1990 — 1994
BA, History
The Pingry School 1984 — 1990
Kodwo (Kojo) Mills Kodwo (Kojo) Mills's Donaldson, Lufkin & Jenrette Experience August 1996 - October 2000
Job Founder and Managing Partner at Invictus Africa Group
Industry Venture Capital & Private Equity
Experience
Invictus Africa Group August 2011 - Present
Shanduka Group May 2001 - April 2011
AMB Private Equity Partners October 2000 - May 2001
Donaldson, Lufkin & Jenrette August 1996 - October 2000
Skills
Investing in Africa, Private Equity, Investment Banking, Economics, Mutual Funds, Management, Business, Venture Capital, Capital Raising, Mergers, M&A experience, Venture Financing, Start-ups, Corporate Finance, Restructuring, Investments, Entrepreneurship, Business Strategy, Due Diligence, Alternative Investments, Hedge Funds, Valuation, Mergers & Acquisitions, Corporate Development, Fixed Income, Emerging Markets, Financial Modeling, Capital Markets, Asset Management, Equities, Portfolio Management
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
Georgetown University 1987 — 1991
BA, Economics
Invictus Africa Group August 2011 - Present
Shanduka Group May 2001 - April 2011
AMB Private Equity Partners October 2000 - May 2001
Donaldson, Lufkin & Jenrette August 1996 - October 2000
Skills
Investing in Africa, Private Equity, Investment Banking, Economics, Mutual Funds, Management, Business, Venture Capital, Capital Raising, Mergers, M&A experience, Venture Financing, Start-ups, Corporate Finance, Restructuring, Investments, Entrepreneurship, Business Strategy, Due Diligence, Alternative Investments, Hedge Funds, Valuation, Mergers & Acquisitions, Corporate Development, Fixed Income, Emerging Markets, Financial Modeling, Capital Markets, Asset Management, Equities, Portfolio Management
Education
Harvard Business School 1994 — 1996
Master of Business Administration (MBA), Business Administration and Management, General
Georgetown University 1987 — 1991
BA, Economics
Michael J. Trainor's Donaldson, Lufkin & Jenrette Experience 1987 - 1988
Job President at Frank P. Trainor & Sons Funeral Home
Industry Individual & Family Services
Experience
Frank P. Trainor & Sons 1988 - Present
Frank P. Trainor & Sons Funeral Home 1988 - Present
Donaldson, Lufkin & Jenrette 1987 - 1988
Skills
Public Speaking, Strategic Planning, Event Planning, Non-profits, Coaching, Customer Service, Nonprofits, Healthcare, Public Relations, Small Business, Team Building, Marketing, Community Outreach, Leadership Development, Leadership, Event Management, Entrepreneurship, Social Networking, Marketing Strategy, Social Media, Fundraising, Sales, New Business Development, Budgets, Funeral Homes, Social Media Marketing, Training, Cemeteries, Team Leadership, Memorial Services, Compassion, Marketing Communications, Time Management, Start-ups, Sales Management, Business Planning, Urns, Management, Advertising, Account Management
Education
Fairfield University 1983 — 1987
BA, Politics & Economics
Mount Ida College
B.S. in Funeral Service and Sciences, Funeral Service and Mortuary Science
Bishop Hendricken High School 1980 — 1983
College Prep, Becoming a well rounded self directed student
Frank P. Trainor & Sons 1988 - Present
Frank P. Trainor & Sons Funeral Home 1988 - Present
Donaldson, Lufkin & Jenrette 1987 - 1988
Skills
Public Speaking, Strategic Planning, Event Planning, Non-profits, Coaching, Customer Service, Nonprofits, Healthcare, Public Relations, Small Business, Team Building, Marketing, Community Outreach, Leadership Development, Leadership, Event Management, Entrepreneurship, Social Networking, Marketing Strategy, Social Media, Fundraising, Sales, New Business Development, Budgets, Funeral Homes, Social Media Marketing, Training, Cemeteries, Team Leadership, Memorial Services, Compassion, Marketing Communications, Time Management, Start-ups, Sales Management, Business Planning, Urns, Management, Advertising, Account Management
Education
Fairfield University 1983 — 1987
BA, Politics & Economics
Mount Ida College
B.S. in Funeral Service and Sciences, Funeral Service and Mortuary Science
Bishop Hendricken High School 1980 — 1983
College Prep, Becoming a well rounded self directed student
Robert E. Conner's Donaldson, Lufkin & Jenrette Experience 1977 - 1979
Job General Factotum, Thornapple Associates, Inc.
Industry Legal Services
Experience
Thornapple Associates, Inc. October 1983 - Present
Conner Capital Corporation 1983 - 1998
Prudential Insurance Company of North America 1980 - 1983
Pace University, Graduate School of Business 1980 - 1983
Drexel Burnham Lambert 1979 - 1980
Donaldson, Lufkin & Jenrette 1977 - 1979
University of California, Santa Barbara September 1971 - June 1973
US Army 1966 - 1971
IBM, San Jose, California June 1965 - August 1966
Skills
Securities, Litigation, Arbitration, Mediation, Options, Suitability, Index Options, Trading, Portfolio Management, Equities, Margin, Damages, Prime Brokerage, Clearing, Futures Trading, Hedge Funds, Derivatives, Arbitrage, Statistical Arbitrage, Volatility Arbitrage, Index Arbitrage, Mutual Funds, Investment Advisory, International..., Convertible Bonds, Preferred Stock, Investments, Risk Analysis, Securities Regulation, Securities Litigation, Business Litigation, Hedging, Corporate Law, White Collar Criminal..., Corporate Governance, Class Actions
Education
Harvard Business School 1975 — 1977
MBA, Finance & Real Estate emphasis
Harvard University, John F. Kennedy School of Government 1973 — 1977
M.P.A., Foreign Policy, Economics & Statistics
Massachusetts Institute of Technology 1973 — 1975
N/A, Government & Economics
University of California, Santa Barbara 1971 — 1973
B.S., History & Political Science
U.S. Institute for Advanced Russian & East European Studies, Garmisch, Germany 1969 — 1969
N/A, Russian language immersion; Soviet intelligence
University of Maryland, West Berlin, Germany 1968 — 1969
N/A, U.S. & Soviet Foreign Policy Studies
University of Miami, Coral Gables, Florida 1964 — 1966
N/A, Marine Biology, Russian, Mathematics
Camden HIgh School, San Jose, California 1962 — 1964
Diploma, Science and Math, Spanish
Northport High School, Northport, L.I., NY 1960 — 1962
N/A, Science and Math, Spanish
Thornapple Associates, Inc. October 1983 - Present
Conner Capital Corporation 1983 - 1998
Prudential Insurance Company of North America 1980 - 1983
Pace University, Graduate School of Business 1980 - 1983
Drexel Burnham Lambert 1979 - 1980
Donaldson, Lufkin & Jenrette 1977 - 1979
University of California, Santa Barbara September 1971 - June 1973
US Army 1966 - 1971
IBM, San Jose, California June 1965 - August 1966
Skills
Securities, Litigation, Arbitration, Mediation, Options, Suitability, Index Options, Trading, Portfolio Management, Equities, Margin, Damages, Prime Brokerage, Clearing, Futures Trading, Hedge Funds, Derivatives, Arbitrage, Statistical Arbitrage, Volatility Arbitrage, Index Arbitrage, Mutual Funds, Investment Advisory, International..., Convertible Bonds, Preferred Stock, Investments, Risk Analysis, Securities Regulation, Securities Litigation, Business Litigation, Hedging, Corporate Law, White Collar Criminal..., Corporate Governance, Class Actions
Education
Harvard Business School 1975 — 1977
MBA, Finance & Real Estate emphasis
Harvard University, John F. Kennedy School of Government 1973 — 1977
M.P.A., Foreign Policy, Economics & Statistics
Massachusetts Institute of Technology 1973 — 1975
N/A, Government & Economics
University of California, Santa Barbara 1971 — 1973
B.S., History & Political Science
U.S. Institute for Advanced Russian & East European Studies, Garmisch, Germany 1969 — 1969
N/A, Russian language immersion; Soviet intelligence
University of Maryland, West Berlin, Germany 1968 — 1969
N/A, U.S. & Soviet Foreign Policy Studies
University of Miami, Coral Gables, Florida 1964 — 1966
N/A, Marine Biology, Russian, Mathematics
Camden HIgh School, San Jose, California 1962 — 1964
Diploma, Science and Math, Spanish
Northport High School, Northport, L.I., NY 1960 — 1962
N/A, Science and Math, Spanish
Neal Shenoy's Donaldson, Lufkin & Jenrette Experience September 1997 - August 1999
Job Founding Partner at [212]MEDIA (digital media venture development firm)
Industry Online Media
Experience
Speakaboos January 2009 - Present
[212]MEDIA March 2004 - Present
Simile September 1999 - March 2003
Donaldson, Lufkin & Jenrette September 1997 - August 1999
Skills
Corporate Development, Business Development, Partnerships, Strategic Partnerships, Digital Media, Product Management, Strategy, Venture Capital, Entrepreneurship
Education
Georgetown University 1993 — 1997
BSFS, International Relations
Speakaboos January 2009 - Present
[212]MEDIA March 2004 - Present
Simile September 1999 - March 2003
Donaldson, Lufkin & Jenrette September 1997 - August 1999
Skills
Corporate Development, Business Development, Partnerships, Strategic Partnerships, Digital Media, Product Management, Strategy, Venture Capital, Entrepreneurship
Education
Georgetown University 1993 — 1997
BSFS, International Relations
Raoul Schuddeboom's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Global Head of Investment Banking at Dealogic
Industry Financial Services
Experience
Dealogic 2011 - Present
Amba Research 2005 - February 2011
Irevna 2003 - 2005
Lehman Brothers 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
Credit Suisse First Boston 1997 - 1999
BZW (Barclays de Zoete Wedd) 1995 - 1997
Skills
Capital Markets, Entrepreneurship, Private Equity, Financial Modeling, Investment Banking, Investments, Financial Analysis, Strategy, Equities, Mergers & Acquisitions, Asset Management, Finance, Due Diligence, Valuation, Mergers, Risk Management, Corporate Finance, Hedge Funds, Emerging Markets, Business Development, Financial Markets, Fixed Income
Education
University of Chicago 1993 — 1995
MBA
Erasmus University Rotterdam 1986 — 1992
MSc
Dealogic 2011 - Present
Amba Research 2005 - February 2011
Irevna 2003 - 2005
Lehman Brothers 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
Credit Suisse First Boston 1997 - 1999
BZW (Barclays de Zoete Wedd) 1995 - 1997
Skills
Capital Markets, Entrepreneurship, Private Equity, Financial Modeling, Investment Banking, Investments, Financial Analysis, Strategy, Equities, Mergers & Acquisitions, Asset Management, Finance, Due Diligence, Valuation, Mergers, Risk Management, Corporate Finance, Hedge Funds, Emerging Markets, Business Development, Financial Markets, Fixed Income
Education
University of Chicago 1993 — 1995
MBA
Erasmus University Rotterdam 1986 — 1992
MSc
Devin Williams's Donaldson, Lufkin & Jenrette Experience 1994 - 1996
Job
Industry Real Estate
Experience
EB5 GLOBAL January 2011 - Present
Mindermast April 2007 - 2010
Spry Learning Co. 2001 - 2007
SEGA GameWorks 1996 - 1997
Donaldson, Lufkin & Jenrette 1994 - 1996
Skills
Executive Management, Foreign Investment, Immigration Investing, Finance, Business Strategy, Strategic Planning, Business Development, Strategic Partnerships, Start-ups
Education
Harvard Business School 1997 — 1999
MBA
Georgetown University 1991 — 1994
BA, Finance
EB5 GLOBAL January 2011 - Present
Mindermast April 2007 - 2010
Spry Learning Co. 2001 - 2007
SEGA GameWorks 1996 - 1997
Donaldson, Lufkin & Jenrette 1994 - 1996
Skills
Executive Management, Foreign Investment, Immigration Investing, Finance, Business Strategy, Strategic Planning, Business Development, Strategic Partnerships, Start-ups
Education
Harvard Business School 1997 — 1999
MBA
Georgetown University 1991 — 1994
BA, Finance
Bonnie Wongtrakool, CFA's Donaldson, Lufkin & Jenrette Experience 1994 - 1996
Job
Industry Investment Management
Experience
Western Asset Management Company 2003 - Present
Mercer Management Consulting 2000 - 2003
Orion Partners, L.P. 1996 - 1997
Donaldson, Lufkin & Jenrette 1994 - 1996
Skills
Investment Management, Portfolio Management, Fixed Income Portfolio..., Fixed Income Trading, Agency Mortgage-Backed..., Financial Modeling, Fixed Income, Asset Management, Investments, MBS, Hedging, Bonds, Bloomberg, Asset Allocation, Alternative Investments, Trading, Investment Strategies, Securities
Education
Harvard Law School 1997 — 2000
J.D.
Harvard University 1990 — 1994
A.B.
Western Asset Management Company 2003 - Present
Mercer Management Consulting 2000 - 2003
Orion Partners, L.P. 1996 - 1997
Donaldson, Lufkin & Jenrette 1994 - 1996
Skills
Investment Management, Portfolio Management, Fixed Income Portfolio..., Fixed Income Trading, Agency Mortgage-Backed..., Financial Modeling, Fixed Income, Asset Management, Investments, MBS, Hedging, Bonds, Bloomberg, Asset Allocation, Alternative Investments, Trading, Investment Strategies, Securities
Education
Harvard Law School 1997 — 2000
J.D.
Harvard University 1990 — 1994
A.B.
Jim DiNardo, ChFC®, CFP®, MSFS®'s Donaldson, Lufkin & Jenrette Experience 1998 - 1999
Job Wealth Management Advisor
Industry Financial Services
Experience
Northwestern Mutual November 2001 - Present
Northwestern Mutual Financial Network+ January 2006 - January 2007
Northwestern Mutual Financial Network November 2001 - December 2005
Donaldson, Lufkin & Jenrette 1998 - 1999
Education
American College, Masters In Financial Services 2005 — 2007
Masters Degree, Financial Services
American College 2002 — 2004
Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter
Hamilton College 1994 — 1998
Bachelor of Arts, Economics
Northwestern Mutual November 2001 - Present
Northwestern Mutual Financial Network+ January 2006 - January 2007
Northwestern Mutual Financial Network November 2001 - December 2005
Donaldson, Lufkin & Jenrette 1998 - 1999
Education
American College, Masters In Financial Services 2005 — 2007
Masters Degree, Financial Services
American College 2002 — 2004
Certified Financial Planner, Chartered Financial Consultant, Chartered Life Underwriter
Hamilton College 1994 — 1998
Bachelor of Arts, Economics
Gladys Chen's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job
Industry Financial Services
Experience
Citi 2011 - Present
Starpoint Solutions September 2010 - March 2011
North General Hospital December 2009 - July 2010
Banc of America Securities 2001 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
JP Morgan 1997 - 1999
MetLife 1992 - 1997
Skills
Fixed Income, Recruiting, Equities, Human Resources, Succession Planning, Talent Management, Employee Relations, Investments, Compensation Strategies, Executive Coaching, Talent Acquisition, Diversity & Inclusion, Leadership Development, Organizational..., Private Banking, Equity Research, Financial Services, Investment Banking, Capital Markets, Performance Appraisal, Executive Development, retail, Coaching & Mentoring, Wealth Management
Education
School of Visual Arts 2006 — 2008
MPS
Hofstra University
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (BA)
Wellesley College
Bachelor of Arts (BA)
Citi 2011 - Present
Starpoint Solutions September 2010 - March 2011
North General Hospital December 2009 - July 2010
Banc of America Securities 2001 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2000
JP Morgan 1997 - 1999
MetLife 1992 - 1997
Skills
Fixed Income, Recruiting, Equities, Human Resources, Succession Planning, Talent Management, Employee Relations, Investments, Compensation Strategies, Executive Coaching, Talent Acquisition, Diversity & Inclusion, Leadership Development, Organizational..., Private Banking, Equity Research, Financial Services, Investment Banking, Capital Markets, Performance Appraisal, Executive Development, retail, Coaching & Mentoring, Wealth Management
Education
School of Visual Arts 2006 — 2008
MPS
Hofstra University
Master of Business Administration (MBA)
Wellesley College
Bachelor of Arts (BA)
Wellesley College
Bachelor of Arts (BA)
Ronald Kesicki, CFA's Donaldson, Lufkin & Jenrette Experience February 1996 - October 1997
Job
Industry Investment Banking
Experience
J.P. Morgan June 2008 - Present
Bear Stearns May 2005 - May 2008
Jennison Associates November 1997 - April 2005
Donaldson, Lufkin & Jenrette February 1996 - October 1997
Chase Manhattan Bank June 1993 - June 1994
Chase Manahttan Bank August 1992 - June 1993
Chase Manhattan Bank July 1988 - July 1992
Education
Fordham University
MBA, Finance
Saint John's University
BS, Computer Science
J.P. Morgan June 2008 - Present
Bear Stearns May 2005 - May 2008
Jennison Associates November 1997 - April 2005
Donaldson, Lufkin & Jenrette February 1996 - October 1997
Chase Manhattan Bank June 1993 - June 1994
Chase Manahttan Bank August 1992 - June 1993
Chase Manhattan Bank July 1988 - July 1992
Education
Fordham University
MBA, Finance
Saint John's University
BS, Computer Science
Billy Pekin's Donaldson, Lufkin & Jenrette Experience June 1996 - August 1999
Job Senior Vice President & Portfolio Manager, Pekin Singer Strauss Asset Mngmt
Industry Investment Management
Experience
Pekin Singer Strauss Asset Management 2001 - Present
Credit Suisse August 2000 - May 2001
Donaldson, Lufkin & Jenrette June 1996 - August 1999
MetLife / MetLife Investment Management Co. 1993 - 1996
Skills
Investments, Due Diligence, Valuation, Asset Managment, Financial Modeling, Financial Analysis, Portfolio Management, Securities, Equities, Corporate Finance, Equity Research, Capital Markets, Investment Management, Fixed Income, Investment Banking, Asset Management, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Haverford College 1989 — 1993
Bachelor of Arts (B.A.), History
Pekin Singer Strauss Asset Management 2001 - Present
Credit Suisse August 2000 - May 2001
Donaldson, Lufkin & Jenrette June 1996 - August 1999
MetLife / MetLife Investment Management Co. 1993 - 1996
Skills
Investments, Due Diligence, Valuation, Asset Managment, Financial Modeling, Financial Analysis, Portfolio Management, Securities, Equities, Corporate Finance, Equity Research, Capital Markets, Investment Management, Fixed Income, Investment Banking, Asset Management, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1998 — 2000
MBA, Finance
Haverford College 1989 — 1993
Bachelor of Arts (B.A.), History
Andrew Zachary's Donaldson, Lufkin & Jenrette Experience March 1999 - April 2000
Job Research at Abraham Trading Company
Industry Financial Services
Experience
Abraham Trading Company April 2013 - Present
RGM Advisors, LLC October 2008 - November 2012
Pyxis Capital Management LLC February 2008 - October 2008
Wetherby Partners, LLC August 2004 - October 2007
Fort Hill Capital Management June 2003 - December 2003
Citi Group September 2002 - May 2003
Morgan Stanley April 2000 - August 2002
Donaldson, Lufkin & Jenrette March 1999 - April 2000
Long Term Capital Management July 1993 - October 1998
Lawrence Livermore National Laboratory November 1988 - March 1993
Skills
Trading Systems, Electronic Trading, High Frequency Trading, Hedge Funds, High Performance..., Derivatives, Proprietary Trading, Equity Derivatives, Equities, Fixed Income, Trading, Trading Strategies, R, Bonds, Equity Trading, Quantitative Finance, Volatility, Commodity, Bond Pricing, Data Mining, Machine Learning, Algorithms, Financial Modeling, Low Latency, Applied Mathematics, Scientific Computing, Monte Carlo Simulation, Statistical Arbitrage, Quantitative Analytics, Pattern Recognition, Quantitative Investing, Simulations, Predictive Modeling, Financial Markets, Time Series Analysis, Options, Market Risk, Parallel Computing, Financial Risk, Distributed Systems, Statistical Modeling
Education
University of California, Berkeley 1979 — 1986
Ph.D., Astronomy & Astrophysics
Harvard University 1973 — 1977
A.B., Magna cum laude, Astronomy & Astrophysics
Abraham Trading Company April 2013 - Present
RGM Advisors, LLC October 2008 - November 2012
Pyxis Capital Management LLC February 2008 - October 2008
Wetherby Partners, LLC August 2004 - October 2007
Fort Hill Capital Management June 2003 - December 2003
Citi Group September 2002 - May 2003
Morgan Stanley April 2000 - August 2002
Donaldson, Lufkin & Jenrette March 1999 - April 2000
Long Term Capital Management July 1993 - October 1998
Lawrence Livermore National Laboratory November 1988 - March 1993
Skills
Trading Systems, Electronic Trading, High Frequency Trading, Hedge Funds, High Performance..., Derivatives, Proprietary Trading, Equity Derivatives, Equities, Fixed Income, Trading, Trading Strategies, R, Bonds, Equity Trading, Quantitative Finance, Volatility, Commodity, Bond Pricing, Data Mining, Machine Learning, Algorithms, Financial Modeling, Low Latency, Applied Mathematics, Scientific Computing, Monte Carlo Simulation, Statistical Arbitrage, Quantitative Analytics, Pattern Recognition, Quantitative Investing, Simulations, Predictive Modeling, Financial Markets, Time Series Analysis, Options, Market Risk, Parallel Computing, Financial Risk, Distributed Systems, Statistical Modeling
Education
University of California, Berkeley 1979 — 1986
Ph.D., Astronomy & Astrophysics
Harvard University 1973 — 1977
A.B., Magna cum laude, Astronomy & Astrophysics
Jeff Bersh's Donaldson, Lufkin & Jenrette Experience 1998 - 2001
Job CoChief Investment Officer at Venor Capital Management LP
Industry Investment Management
Experience
Venor Capital Management LP October 2005 - Present
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2001
Bear Stearns 1995 - 1998
Education
Emory University 1988 — 1992
Emory University - Goizueta Business School 1988 — 1992
BBA, Finance
Commack High School South 1984 — 1988
Venor Capital Management LP October 2005 - Present
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2001
Bear Stearns 1995 - 1998
Education
Emory University 1988 — 1992
Emory University - Goizueta Business School 1988 — 1992
BBA, Finance
Commack High School South 1984 — 1988
Kyle Bolenbaugh's Donaldson, Lufkin & Jenrette Experience July 1997 - July 1998
Job Vice President, Midwest Region at Peloton Document Solutions
Industry Computer Software
Experience
Peloton Document Solutions July 2014 - Present
Lincoln International LLC April 2004 - December 2008
Zuma Capital Partners June 2003 - March 2004
Jordan Edmiston Group February 2002 - May 2003
Robertson Stephens Advisors LLC August 2000 - April 2001
Donaldson, Lufkin & Jenrette July 1997 - July 1998
Chase August 1995 - July 1997
Skills
Customer Service, Mergers & Acquisitions, Investment Banking, Private Equity, Financial Modeling, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
Master of Business Administration (MBA)
Hamilton College 1991 — 1995
Bachelor of Arts (B.A.), Math & Economics
Peloton Document Solutions July 2014 - Present
Lincoln International LLC April 2004 - December 2008
Zuma Capital Partners June 2003 - March 2004
Jordan Edmiston Group February 2002 - May 2003
Robertson Stephens Advisors LLC August 2000 - April 2001
Donaldson, Lufkin & Jenrette July 1997 - July 1998
Chase August 1995 - July 1997
Skills
Customer Service, Mergers & Acquisitions, Investment Banking, Private Equity, Financial Modeling, Valuation
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1998 — 2000
Master of Business Administration (MBA)
Hamilton College 1991 — 1995
Bachelor of Arts (B.A.), Math & Economics
Sean Galvin's Donaldson, Lufkin & Jenrette Experience April 1997 - April 2000
Job Chief Accounting Officer, KCG Holdings, Inc.
Industry Financial Services
Experience
KCG Holdings, Inc. 2000 - Present
KCG Holdings, Inc. September 2014 - December 2014
Donaldson, Lufkin & Jenrette April 1997 - April 2000
PwC January 1986 - April 1997
Skills
Capital Markets, Trading, Private Equity, Alternative Investments, Options, Market Structure, Financial Services, Valuation, Investments, FX Options, Investment Banking, Finance, Accounting, Internal Controls, Auditing, Risk Management
Education
Fordham Gabelli School of Business 1989 — 1992
Masters, Taxation
City University of New York-Queens College 1982 — 1986
Bachelor of Science (BS), Accounting and Information Systems
KCG Holdings, Inc. 2000 - Present
KCG Holdings, Inc. September 2014 - December 2014
Donaldson, Lufkin & Jenrette April 1997 - April 2000
PwC January 1986 - April 1997
Skills
Capital Markets, Trading, Private Equity, Alternative Investments, Options, Market Structure, Financial Services, Valuation, Investments, FX Options, Investment Banking, Finance, Accounting, Internal Controls, Auditing, Risk Management
Education
Fordham Gabelli School of Business 1989 — 1992
Masters, Taxation
City University of New York-Queens College 1982 — 1986
Bachelor of Science (BS), Accounting and Information Systems
Rob Gillin's Donaldson, Lufkin & Jenrette Experience 1995 - 2000
Job Business Owner at The Supply House
Industry Financial Services
Experience
Core4 January 2011 - Present
The Supply House November 2013 - Present
Pete's Park Place Tavern August 2010 - Present
Saltwater Grill June 2008 - May 2015
Hold Brothers November 2009 - September 2010
Meridian Equity Partners September 2006 - November 2009
Merrill Lynch 2000 - 2003
Donaldson, Lufkin & Jenrette 1995 - 2000
Quick & Reilly Inc 1993 - 1995
Education
Fairfield University 1988 — 1992
Iona Prep
Core4 January 2011 - Present
The Supply House November 2013 - Present
Pete's Park Place Tavern August 2010 - Present
Saltwater Grill June 2008 - May 2015
Hold Brothers November 2009 - September 2010
Meridian Equity Partners September 2006 - November 2009
Merrill Lynch 2000 - 2003
Donaldson, Lufkin & Jenrette 1995 - 2000
Quick & Reilly Inc 1993 - 1995
Education
Fairfield University 1988 — 1992
Iona Prep
Delauno Hinson's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Experienced Africafocused, emerging markets investment professional
Industry Financial Services
Experience
PanAfrican Investment Co. (PIC) September 2013 - August 2014
London Park Investments, LLC June 2011 - September 2013
360 Global Capital December 2007 - February 2011
Credit Suisse 2005 - 2007
Solera Capital 2001 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Valuation, Financial Modeling, Hedge Funds, Private Equity, Investment Banking, Equities, LBO, Equity Research, Capital Markets, Corporate Development, Emerging Markets, Special Situations
Education
Harvard Business School 2003 — 2005
MBA
Howard University 1994 — 1998
BBA, Finance
John Burroughs School
PanAfrican Investment Co. (PIC) September 2013 - August 2014
London Park Investments, LLC June 2011 - September 2013
360 Global Capital December 2007 - February 2011
Credit Suisse 2005 - 2007
Solera Capital 2001 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Valuation, Financial Modeling, Hedge Funds, Private Equity, Investment Banking, Equities, LBO, Equity Research, Capital Markets, Corporate Development, Emerging Markets, Special Situations
Education
Harvard Business School 2003 — 2005
MBA
Howard University 1994 — 1998
BBA, Finance
John Burroughs School
David Spring's Donaldson, Lufkin & Jenrette Experience August 1994 - February 2000
Job Chief Operating Officer at Quad Capital
Industry Investment Management
Experience
Quad Capital April 2014 - Present
Meadowood Capital Management July 2012 - December 2013
Broadstreet Capital Partners March 2010 - April 2012
Clinton Group Inc August 2003 - September 2009
m.a. partners March 2001 - August 2003
DLJdirect / CSFBdirect / HARRISdirect 2000 - 2001
Donaldson, Lufkin & Jenrette August 1994 - February 2000
Skills
Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
MBA, Accounting
Lehigh University 1982 — 1986
BA, History
Quad Capital April 2014 - Present
Meadowood Capital Management July 2012 - December 2013
Broadstreet Capital Partners March 2010 - April 2012
Clinton Group Inc August 2003 - September 2009
m.a. partners March 2001 - August 2003
DLJdirect / CSFBdirect / HARRISdirect 2000 - 2001
Donaldson, Lufkin & Jenrette August 1994 - February 2000
Skills
Hedge Funds
Education
Fordham University - Graduate School of Business Administration 1991 — 1995
MBA, Accounting
Lehigh University 1982 — 1986
BA, History
Derek Herbert's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Director at Miller Buckfire
Industry Investment Banking
Experience
Miller Buckfire 2009 - Present
Morgan Stanley 2005 - 2009
Monitor Clipper Partners 2002 - 2004
Monitor Group 1999 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Education
Harvard University 1994 — 1998
Miller Buckfire 2009 - Present
Morgan Stanley 2005 - 2009
Monitor Clipper Partners 2002 - 2004
Monitor Group 1999 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Education
Harvard University 1994 — 1998
Dan Bliss's Donaldson, Lufkin & Jenrette Experience 1990 - 1999
Job Business Analyst at HSBC Securities
Industry Financial Services
Experience
HSBC Securities January 2005 - Present
Nomura 2000 - 2004
Donaldson, Lufkin & Jenrette 1990 - 1999
Skills
Fixed Income, Trading Systems, Capital Markets, Financial Markets, Financial Analysis, Bonds, Financial Reporting
Education
Fairleigh Dickinson University 1991 — 1993
MBA, Finance
St. Francis University
HSBC Securities January 2005 - Present
Nomura 2000 - 2004
Donaldson, Lufkin & Jenrette 1990 - 1999
Skills
Fixed Income, Trading Systems, Capital Markets, Financial Markets, Financial Analysis, Bonds, Financial Reporting
Education
Fairleigh Dickinson University 1991 — 1993
MBA, Finance
St. Francis University
Mari King's Donaldson, Lufkin & Jenrette Experience 1991 - 2000
Job Stifel
Industry Financial Services
Experience
Stifel Financial Corp. January 2013 - Present
Globis Capital Partners, LP March 2004 - November 2012
Donaldson, Lufkin & Jenrette 1991 - 2000
Skills
Equities, Capital Markets
Education
Georgian Court University 1987 — 1991
Toms River High School East
Stifel Financial Corp. January 2013 - Present
Globis Capital Partners, LP March 2004 - November 2012
Donaldson, Lufkin & Jenrette 1991 - 2000
Skills
Equities, Capital Markets
Education
Georgian Court University 1987 — 1991
Toms River High School East
David Valiaveedan's Donaldson, Lufkin & Jenrette Experience 2000 - 2001
Job Vice President Finance & Treasurer at Hovnanian Enterprises
Industry Real Estate
Experience
Hovnanian Enterprises December 2009 - Present
K. Hovnanian Companies 2005 - Present
AIG Global Real Estate Investment Corp 2003 - 2005
AIG Global Real Estate 2002 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 2000 - 2001
CreditRe Mortgage Capital 1997 - 2000
Bankers Trust 1994 - 1997
PW Funding 1989 - 1992
Skills
Due Diligence, Finance, Real Estate, Financial Analysis, Asset Management, Investment Properties, Valuation, Investments, Financial Modeling, Real Estate Economics
Education
University of Virginia - Darden Graduate School of Business Administration 1992 — 1994
MBA
Georgetown University 1985 — 1989
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA
CBA
Hovnanian Enterprises December 2009 - Present
K. Hovnanian Companies 2005 - Present
AIG Global Real Estate Investment Corp 2003 - 2005
AIG Global Real Estate 2002 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 2000 - 2001
CreditRe Mortgage Capital 1997 - 2000
Bankers Trust 1994 - 1997
PW Funding 1989 - 1992
Skills
Due Diligence, Finance, Real Estate, Financial Analysis, Asset Management, Investment Properties, Valuation, Investments, Financial Modeling, Real Estate Economics
Education
University of Virginia - Darden Graduate School of Business Administration 1992 — 1994
MBA
Georgetown University 1985 — 1989
Georgetown University - The McDonough School of Business 1985 — 1989
BSBA
CBA
Stephen Ketchum's Donaldson, Lufkin & Jenrette Experience 1990 - 2000
Job CEO/Managing Partner at Sound Point Capital Management, L.P.
Industry Investment Management
Experience
Sound Point Capital Management, L.P. January 2008 - Present
Banc of America Securities October 2002 - October 2007
UBS April 2001 - October 2002
Onview February 2000 - March 2001
Donaldson, Lufkin & Jenrette 1990 - 2000
Education
Harvard Business School 1988 — 1990
MBA
Sound Point Capital Management, L.P. January 2008 - Present
Banc of America Securities October 2002 - October 2007
UBS April 2001 - October 2002
Onview February 2000 - March 2001
Donaldson, Lufkin & Jenrette 1990 - 2000
Education
Harvard Business School 1988 — 1990
MBA
Raphael Dumas's Donaldson, Lufkin & Jenrette Experience February 1999 - April 2001
Job Director at HSBC, Project and Export Finance Americas
Industry Banking
Experience
HSBC March 2007 - Present
HSBC March 2001 - March 2007
Donaldson, Lufkin & Jenrette February 1999 - April 2001
Skills
Banking, Leadership, Investment Banking, Project Finance, Management, Latin America, Energy, Infrastructure
Education
HEC Paris 1993 — 1997
Business Administration and Management, General
Lycée Hoche Versailles 1992 — 1994
Preparatory school, Classe Préparatoire aux Grandes Ecoles Voie Générale
Lycée International de Saint Germain en Laye 1989 — 1992
Baccalaureate Mathematics and Physics, Mathematics
HSBC March 2007 - Present
HSBC March 2001 - March 2007
Donaldson, Lufkin & Jenrette February 1999 - April 2001
Skills
Banking, Leadership, Investment Banking, Project Finance, Management, Latin America, Energy, Infrastructure
Education
HEC Paris 1993 — 1997
Business Administration and Management, General
Lycée Hoche Versailles 1992 — 1994
Preparatory school, Classe Préparatoire aux Grandes Ecoles Voie Générale
Lycée International de Saint Germain en Laye 1989 — 1992
Baccalaureate Mathematics and Physics, Mathematics
Joseph Atencio's Donaldson, Lufkin & Jenrette Experience March 1990 - June 2000
Job Chief Executive Officer at ChemAid Laboratories, Inc.
Industry Consumer Goods
Experience
ChemAid Laboratories, Inc. February 2011 - Present
Cosmetic Essence, Inc. June 2001 - April 2010
Skila May 2000 - June 2001
Donaldson, Lufkin & Jenrette March 1990 - June 2000
Drexel Burnham Lambert August 1986 - March 1990
Arthur Andersen & Co. August 1981 - August 1984
Skills
Product Development, Personal Care, Strategic Planning, New Business Development, Cosmetics, Mergers, Cross-functional Team..., Consumer Products, Skin Care, Operations Management, Negotiation, Team Building, Supply Chain Management, Forecasting, Start-ups, Supply Chain, Manufacturing, Fragrance, Purchasing, Beauty
Education
Harvard Business School 1984 — 1986
MBA
Georgetown University 1977 — 1981
BSBA
Crespi Carmelite High School 1973 — 1977
ChemAid Laboratories, Inc. February 2011 - Present
Cosmetic Essence, Inc. June 2001 - April 2010
Skila May 2000 - June 2001
Donaldson, Lufkin & Jenrette March 1990 - June 2000
Drexel Burnham Lambert August 1986 - March 1990
Arthur Andersen & Co. August 1981 - August 1984
Skills
Product Development, Personal Care, Strategic Planning, New Business Development, Cosmetics, Mergers, Cross-functional Team..., Consumer Products, Skin Care, Operations Management, Negotiation, Team Building, Supply Chain Management, Forecasting, Start-ups, Supply Chain, Manufacturing, Fragrance, Purchasing, Beauty
Education
Harvard Business School 1984 — 1986
MBA
Georgetown University 1977 — 1981
BSBA
Crespi Carmelite High School 1973 — 1977
Vinny Galgano's Donaldson, Lufkin & Jenrette Experience 1995 - 2000
Job Managing Director at HSBC
Industry Financial Services
Experience
HSBC 2009 - Present
HSBC 2001 - 2009
Donaldson, Lufkin & Jenrette 1995 - 2000
Kidder Peabody 1992 - 1995
Skills
Derivatives, Capital Markets, Middle Office, Product Control, Credit Derivatives, Structured Products, Valuation, Prime Brokerage, Investment Banking, Fixed Income, Financial Markets, FX Options, Interest Rate..., Swaps, Hedge Funds, Equities, Bonds, Trading Systems
Education
Fairfield University 1988 — 1992
HSBC 2009 - Present
HSBC 2001 - 2009
Donaldson, Lufkin & Jenrette 1995 - 2000
Kidder Peabody 1992 - 1995
Skills
Derivatives, Capital Markets, Middle Office, Product Control, Credit Derivatives, Structured Products, Valuation, Prime Brokerage, Investment Banking, Fixed Income, Financial Markets, FX Options, Interest Rate..., Swaps, Hedge Funds, Equities, Bonds, Trading Systems
Education
Fairfield University 1988 — 1992
Michael A. Bois, CFA, FRM's Donaldson, Lufkin & Jenrette Experience January 1992 - December 1997
Job President at Bois & Company, LLC
Industry Investment Management
Experience
Bois & Company, LLC April 2003 - Present
Nauset Regional High School 2010 - 2011
Linden Capital Management, LLC December 1997 - March 2003
Donaldson, Lufkin & Jenrette January 1992 - December 1997
Skills
Writing, Public Speaking, Risk Management, Portfolio Management, Valuation, Research, Equities, Alternative Investments, Financial Advisory, Investment Advisory, Higher Education, Hedge Funds, Accounting, Investments
Education
University of London
BSc In Process, Mathematics & Economics
Harvard Business School 2000 — 2000
Non-Degree, Valuation
University of Dayton 1978 — 1983
B.A., English
Bois & Company, LLC April 2003 - Present
Nauset Regional High School 2010 - 2011
Linden Capital Management, LLC December 1997 - March 2003
Donaldson, Lufkin & Jenrette January 1992 - December 1997
Skills
Writing, Public Speaking, Risk Management, Portfolio Management, Valuation, Research, Equities, Alternative Investments, Financial Advisory, Investment Advisory, Higher Education, Hedge Funds, Accounting, Investments
Education
University of London
BSc In Process, Mathematics & Economics
Harvard Business School 2000 — 2000
Non-Degree, Valuation
University of Dayton 1978 — 1983
B.A., English
Carlos Ingles's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Director of Mergers & Acquisitions at McKinsey & Company
Industry Investment Management
Experience
McKinsey & Company November 2013 - Present
Prairie Street Capital, Inc. 2011 - November 2013
Celador Partners & Independent Consultant November 2008 - November 2013
Marathon Asset Management April 2006 - October 2008
Palladium Equity Partners 2004 - 2006
Saunders, Karp & Megrue 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Private Equity, Mergers, Restructuring, Investments, Debt, Special Situations, Corporate Finance, Corporate Development, LBO, Distressed Debt, Business Strategy, Due Diligence, Equities, Board of Directors, Operational Improvement, Mutual Funds, Mergers & Acquisitions, Deal Execution
Education
The Tuck School of Business at Dartmouth 2002 — 2004
MBA, Business
Harvard University 1994 — 1998
AB, Economics
McKinsey & Company November 2013 - Present
Prairie Street Capital, Inc. 2011 - November 2013
Celador Partners & Independent Consultant November 2008 - November 2013
Marathon Asset Management April 2006 - October 2008
Palladium Equity Partners 2004 - 2006
Saunders, Karp & Megrue 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Private Equity, Mergers, Restructuring, Investments, Debt, Special Situations, Corporate Finance, Corporate Development, LBO, Distressed Debt, Business Strategy, Due Diligence, Equities, Board of Directors, Operational Improvement, Mutual Funds, Mergers & Acquisitions, Deal Execution
Education
The Tuck School of Business at Dartmouth 2002 — 2004
MBA, Business
Harvard University 1994 — 1998
AB, Economics
Don Kinsey's Donaldson, Lufkin & Jenrette Experience August 1992 - April 2000
Job Senior Financial Executive and Real Estate Investment Professional
Industry Real Estate
Experience
West Coast Investment Partners June 2010 - Present
Heal the Bay January 2014 - Present
The Picerne Group February 2009 - June 2010
Onex Real Estate Partners June 2007 - October 2008
Credit Suisse (DLJ) April 2001 - June 2007
Donaldson, Lufkin & Jenrette August 1992 - April 2000
Citicorp 1988 - 1990
Union Bank 1985 - 1987
Skills
Investments, Private Equity, Mergers & Acquisitions, Portfolio Management, Investment Properties, Investment Banking, Loans, Property Management, Mortgage Lending, Equities, Residential Homes, Disposition, Capital, Residential Mortgages, Management, Property, Real Estate Economics, Due Diligence, Valuation, Asset Management
Education
Harvard Business School 1990 — 1992
MBA
Whittier College 1984 — 1985
BA Economics and Business Administation, Economics
West Coast Investment Partners June 2010 - Present
Heal the Bay January 2014 - Present
The Picerne Group February 2009 - June 2010
Onex Real Estate Partners June 2007 - October 2008
Credit Suisse (DLJ) April 2001 - June 2007
Donaldson, Lufkin & Jenrette August 1992 - April 2000
Citicorp 1988 - 1990
Union Bank 1985 - 1987
Skills
Investments, Private Equity, Mergers & Acquisitions, Portfolio Management, Investment Properties, Investment Banking, Loans, Property Management, Mortgage Lending, Equities, Residential Homes, Disposition, Capital, Residential Mortgages, Management, Property, Real Estate Economics, Due Diligence, Valuation, Asset Management
Education
Harvard Business School 1990 — 1992
MBA
Whittier College 1984 — 1985
BA Economics and Business Administation, Economics
Michael Riebling's Donaldson, Lufkin & Jenrette Experience July 1999 - October 2000
Job Global Account Director at ITRS
Industry Financial Services
Experience
ITRS January 2014 - Present
NYSE Euronext June 2013 - January 2014
Fidessa May 2001 - March 2013
Credit Suisse October 2000 - March 2001
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Lehman Brothers June 1998 - June 1999
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Trading, Financial Markets, Order Management, Equity Trading, Derivatives, Options, Fixed Income, Capital Markets, Business Analysis, Back Office, Financial Services, Fidessa
Education
Fairfield University 1994 — 1998
Bachelor of Science, Finance and Information Systems
American Institue for Foreign Study 1996 — 1997
International Business
ITRS January 2014 - Present
NYSE Euronext June 2013 - January 2014
Fidessa May 2001 - March 2013
Credit Suisse October 2000 - March 2001
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Lehman Brothers June 1998 - June 1999
Skills
Trading Systems, Electronic Trading, Market Data, Equities, Trading, Financial Markets, Order Management, Equity Trading, Derivatives, Options, Fixed Income, Capital Markets, Business Analysis, Back Office, Financial Services, Fidessa
Education
Fairfield University 1994 — 1998
Bachelor of Science, Finance and Information Systems
American Institue for Foreign Study 1996 — 1997
International Business
Jim Balchunas's Donaldson, Lufkin & Jenrette Experience April 2000 - November 2000
Job Senior Consultant Application Support at BNP Paribas
Industry Information Technology and Services
Experience
BNP Paribas April 2013 - November 2014
Credit Suisse December 2009 - October 2012
Merrill Lynch March 2008 - November 2009
Morgan Stanley 2006 - 2008
Schering-Plough Corporation February 2003 - August 2006
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette April 2000 - November 2000
Skills
Fixed Income, Equities, FX Derivatives, Financial Futures, Derivatives, Electronic Trading, Trading Systems, Credit Risk, Market Risk, Business Analysis, Requirements Gathering, Middle Office, Back Office, Options, Commodity, Financial Services, Prime Brokerage, Swaps, SDLC, Financial Risk, Investment Banking, Finance, Consulting, Foreign Exchange, Capital Markets, Risk Management, SQL, FX Options, Trading, Equity Derivatives, Management, Portfolio Management, Requirements Analysis, Business Objects, Crystal Reports, Equity Swaps, Production Support, Market Data, Analysis, Databases, Project Management
Education
Fordham University
BA, History
Rutgers, The State University of New Jersey-Newark
MBA, Finance
BNP Paribas April 2013 - November 2014
Credit Suisse December 2009 - October 2012
Merrill Lynch March 2008 - November 2009
Morgan Stanley 2006 - 2008
Schering-Plough Corporation February 2003 - August 2006
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette April 2000 - November 2000
Skills
Fixed Income, Equities, FX Derivatives, Financial Futures, Derivatives, Electronic Trading, Trading Systems, Credit Risk, Market Risk, Business Analysis, Requirements Gathering, Middle Office, Back Office, Options, Commodity, Financial Services, Prime Brokerage, Swaps, SDLC, Financial Risk, Investment Banking, Finance, Consulting, Foreign Exchange, Capital Markets, Risk Management, SQL, FX Options, Trading, Equity Derivatives, Management, Portfolio Management, Requirements Analysis, Business Objects, Crystal Reports, Equity Swaps, Production Support, Market Data, Analysis, Databases, Project Management
Education
Fordham University
BA, History
Rutgers, The State University of New Jersey-Newark
MBA, Finance
Gary Freitag's Donaldson, Lufkin & Jenrette Experience 1996 - 1997
Job Senior Program Manager Banking & Financial Services at Wipro Technologies
Industry Investment Management
Experience
Wipro Technologies September 2014 - Present
Genpact Headstrong Capital Markets April 2011 - April 2014
State Street Bank April 2011 - November 2013
CorrectNet 2010 - 2010
CJJ Consulting 2008 - 2010
Bank of New York Mellon 2006 - 2007
JPMorgan Chase 1997 - 2005
Donaldson, Lufkin & Jenrette 1996 - 1997
Morgan Stanley Investment Management 1991 - 1996
Information Builders 1987 - 1991
Skills
Equities, Financial Services, Portfolio Management, Business Analysis, Hedge Funds, Risk Management, Financial Risk, Mutual Funds, Program Management, Investments, PMO, Strategy, Trading, Relationship Management, CRM, Project Delivery, SDLC, Fixed Income
Education
Hofstra University
MA, Computer Science
New York University
BA, Liberal Arts
State University of New York at Stony Brook
Certification, Project Management
Wipro Technologies September 2014 - Present
Genpact Headstrong Capital Markets April 2011 - April 2014
State Street Bank April 2011 - November 2013
CorrectNet 2010 - 2010
CJJ Consulting 2008 - 2010
Bank of New York Mellon 2006 - 2007
JPMorgan Chase 1997 - 2005
Donaldson, Lufkin & Jenrette 1996 - 1997
Morgan Stanley Investment Management 1991 - 1996
Information Builders 1987 - 1991
Skills
Equities, Financial Services, Portfolio Management, Business Analysis, Hedge Funds, Risk Management, Financial Risk, Mutual Funds, Program Management, Investments, PMO, Strategy, Trading, Relationship Management, CRM, Project Delivery, SDLC, Fixed Income
Education
Hofstra University
MA, Computer Science
New York University
BA, Liberal Arts
State University of New York at Stony Brook
Certification, Project Management
Susan Passoni's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Scholarship Committee at University Club of Boston
Industry Nonprofit Organization Management
Experience
Committee to Elect Susan Passoni, State Rep, Third Suffolk District 2009 - 2009
Committee to Elect Susan Passoni, District 2 City Council 2007 - 2007
Committtee to Elect Susan Passoni, District 2 City Council 2004 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
SG Cowen 1993 - 1999
Smith Barney 1986 - 1993
Goldman Sachs 1983 - 1986
Skills
Fundraising, Nonprofits, Community Outreach, Volunteer Management, Community Development, Local Government, Political Campaigns, Budgets, Financial Analysis, Research, Non-profits, Campaign Plans, Campaign Strategies, Capital Campaigns, Grant Administration, Mentoring, Writing, Advocacy, Budgeting, Community Relations, Government Relations, Education, Charter Schools, Non-profit Board..., Non-profit Volunteering, Strategic Communications, Grant Writing
Education
EQUINOX 2015 — 2015
Pilates Institute Mat Certification
Harvard University Kennedy School of Government 2003 — 2003
Political Science and Government
Marymount Manhattan College 1979 — 1983
BS, Magna Cum Laude, Mathematics
Committee to Elect Susan Passoni, State Rep, Third Suffolk District 2009 - 2009
Committee to Elect Susan Passoni, District 2 City Council 2007 - 2007
Committtee to Elect Susan Passoni, District 2 City Council 2004 - 2005
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
SG Cowen 1993 - 1999
Smith Barney 1986 - 1993
Goldman Sachs 1983 - 1986
Skills
Fundraising, Nonprofits, Community Outreach, Volunteer Management, Community Development, Local Government, Political Campaigns, Budgets, Financial Analysis, Research, Non-profits, Campaign Plans, Campaign Strategies, Capital Campaigns, Grant Administration, Mentoring, Writing, Advocacy, Budgeting, Community Relations, Government Relations, Education, Charter Schools, Non-profit Board..., Non-profit Volunteering, Strategic Communications, Grant Writing
Education
EQUINOX 2015 — 2015
Pilates Institute Mat Certification
Harvard University Kennedy School of Government 2003 — 2003
Political Science and Government
Marymount Manhattan College 1979 — 1983
BS, Magna Cum Laude, Mathematics
Franklin Harris's Donaldson, Lufkin & Jenrette Experience 1994 - 2000
Job Managing Director at Lincoln International
Industry Investment Banking
Experience
Lincoln International May 2008 - Present
Miller Buckfire 2004 - 2008
Lehman Brothers 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Mergers, LBO, M&A experience, Capital Markets, Corporate Finance, Leveraged Finance, Business Valuation, Venture Capital
Education
Harvard Business School 1992 — 1994
MBA
Georgia Institute of Technology 1985 — 1989
BS, Applied Biology, Management
Lincoln International May 2008 - Present
Miller Buckfire 2004 - 2008
Lehman Brothers 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Mergers, LBO, M&A experience, Capital Markets, Corporate Finance, Leveraged Finance, Business Valuation, Venture Capital
Education
Harvard Business School 1992 — 1994
MBA
Georgia Institute of Technology 1985 — 1989
BS, Applied Biology, Management
Chris Tranquellino's Donaldson, Lufkin & Jenrette Experience August 1996 - January 1998
Job Director of Products at Bidtellect
Industry Marketing and Advertising
Experience
Bidtellect October 2014 - Present
3Cinteractive February 2010 - Present
Snackable Media August 2008 - February 2010
DayJet Corporation July 2006 - July 2008
Buildscape / DOW Chemical May 2004 - July 2006
Modis January 2001 - May 2004
Barnes & Noble January 1998 - November 2000
Donaldson, Lufkin & Jenrette August 1996 - January 1998
Merrin Financial September 1995 - August 1996
Lehman Brothers August 1993 - September 1995
Education
Hofstra University 1989 — 1993
BS, Computer Science
Lynbrook
Bidtellect October 2014 - Present
3Cinteractive February 2010 - Present
Snackable Media August 2008 - February 2010
DayJet Corporation July 2006 - July 2008
Buildscape / DOW Chemical May 2004 - July 2006
Modis January 2001 - May 2004
Barnes & Noble January 1998 - November 2000
Donaldson, Lufkin & Jenrette August 1996 - January 1998
Merrin Financial September 1995 - August 1996
Lehman Brothers August 1993 - September 1995
Education
Hofstra University 1989 — 1993
BS, Computer Science
Lynbrook
Kevin J Keaveney's Donaldson, Lufkin & Jenrette Experience February 1992 - October 2000
Job Senior Sales Director Gartner Invest
Industry Financial Services
Experience
Gartner 2014 - Present
MKM Partners 2011 - 2012
Gleacher & Co October 2008 - 2011
American Technology Research, Inc. October 2003 - October 2008
SoundView Technology Group January 2001 - October 2003
Donaldson, Lufkin & Jenrette February 1992 - October 2000
Skills
Equities, Market Research, Trading, Hedge Funds, Series 7, Bloomberg, CRM, Microsoft Excel, Microsoft Word, PowerPoint, Fidessa, Investments, Securities, Relationship Management, Capital Markets, Financial Services, Series 63, Institutional..., Fixed Income, Equity Trading, Alternative Investments, Asset Management
Education
Hobart and William Smith Colleges 1986 — 1991
BA, Economics
Gartner 2014 - Present
MKM Partners 2011 - 2012
Gleacher & Co October 2008 - 2011
American Technology Research, Inc. October 2003 - October 2008
SoundView Technology Group January 2001 - October 2003
Donaldson, Lufkin & Jenrette February 1992 - October 2000
Skills
Equities, Market Research, Trading, Hedge Funds, Series 7, Bloomberg, CRM, Microsoft Excel, Microsoft Word, PowerPoint, Fidessa, Investments, Securities, Relationship Management, Capital Markets, Financial Services, Series 63, Institutional..., Fixed Income, Equity Trading, Alternative Investments, Asset Management
Education
Hobart and William Smith Colleges 1986 — 1991
BA, Economics
Carolyn Kramer's Donaldson, Lufkin & Jenrette Experience July 1999 - December 2000
Job Director and Counsel at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse December 2000 - Present
Donaldson, Lufkin & Jenrette July 1999 - December 2000
Cahill Gordon & Reindel October 1997 - January 2000
Education
Fordham University School of Law 1994 — 1997
J.D.
University of Pennsylvania 1986 — 1990
Credit Suisse December 2000 - Present
Donaldson, Lufkin & Jenrette July 1999 - December 2000
Cahill Gordon & Reindel October 1997 - January 2000
Education
Fordham University School of Law 1994 — 1997
J.D.
University of Pennsylvania 1986 — 1990
Gleeson Van Riet's Donaldson, Lufkin & Jenrette Experience April 1999 - November 2000
Job Chief Financial Officer, Sanchez Energy Corporation
Industry Oil & Energy
Experience
Sanchez Energy Corp. July 2013 - Present
Excetus Partners LLC October 2011 - July 2013
Credit Suisse November 2000 - September 2011
Donaldson, Lufkin & Jenrette April 1999 - November 2000
Education
Harvard Business School
MBA
St John's School
University of Pennsylvania - The Wharton School
BS & BA, Finance and Political Science
Sanchez Energy Corp. July 2013 - Present
Excetus Partners LLC October 2011 - July 2013
Credit Suisse November 2000 - September 2011
Donaldson, Lufkin & Jenrette April 1999 - November 2000
Education
Harvard Business School
MBA
St John's School
University of Pennsylvania - The Wharton School
BS & BA, Finance and Political Science
Jason Wallace's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Managing Director at CHILDS Advisory Partners
Industry Investment Banking
Experience
CHILDS Advisory Partners June 2014 - Present
Blackstone April 2004 - June 2014
Credit Suisse First Boston 2002 - 2004
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Mergers & Acquisitions, Investment Banking, Financial Advisory, Private Equity, Executive Management, LBO, Corporate Development, Strategy, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Capital Markets, Entrepreneurship, Alternative Investments, Leveraged Finance, Investments, Hedge Funds, M&A experience
Education
Harvard Business School 2000 — 2002
MBA
Georgia Institute of Technology 1992 — 1997
BS, Finance
CHILDS Advisory Partners June 2014 - Present
Blackstone April 2004 - June 2014
Credit Suisse First Boston 2002 - 2004
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Mergers & Acquisitions, Investment Banking, Financial Advisory, Private Equity, Executive Management, LBO, Corporate Development, Strategy, Valuation, Financial Modeling, Due Diligence, Corporate Finance, Capital Markets, Entrepreneurship, Alternative Investments, Leveraged Finance, Investments, Hedge Funds, M&A experience
Education
Harvard Business School 2000 — 2002
MBA
Georgia Institute of Technology 1992 — 1997
BS, Finance
Kevin MacGuire's Donaldson, Lufkin & Jenrette Experience 1993 - 2000
Job Managing Director at MacGuire, Cheswick & Tuttle Investment Counsel LLC
Industry Investment Management
Experience
MacGuire, Cheswick & Tuttle Investment Counsel LLC 2009 - Present
K.A. MacGuire & Company, LLC 2001 - 2009
Donaldson, Lufkin & Jenrette 1993 - 2000
JP Morgan 1984 - 1993
Skills
Portfolio Management, Wealth Management, Family Financial..., Valuation, Alternative Investments, Wealth Management..., Corporate Finance
Education
Georgetown University
Bachelor of Arts (B.A.), History
MacGuire, Cheswick & Tuttle Investment Counsel LLC 2009 - Present
K.A. MacGuire & Company, LLC 2001 - 2009
Donaldson, Lufkin & Jenrette 1993 - 2000
JP Morgan 1984 - 1993
Skills
Portfolio Management, Wealth Management, Family Financial..., Valuation, Alternative Investments, Wealth Management..., Corporate Finance
Education
Georgetown University
Bachelor of Arts (B.A.), History
Patricia Wexler's Donaldson, Lufkin & Jenrette Experience March 1999 - February 2000
Job Investor. Strategist. Focus on growth stage technology companies
Industry Internet
Experience
Tembo Capital March 2013 - Present
RAMP Foundation March 2013 - Present
Locaweb March 2011 - September 2012
Elevation Partners May 2005 - May 2010
The Walt Disney Company July 2002 - May 2005
DeRemate.com February 2000 - July 2000
Donaldson, Lufkin & Jenrette March 1999 - February 2000
The Boston Consulting Group March 1997 - March 1999
Skills
Due Diligence, Business Development, E-commerce, Online Advertising, Negotiation, Business, Venture Capital, Private Equity, Entrepreneurship, Start-ups, Entrepreneur, Mergers, Strategic Planning, New Media, Mergers & Acquisitions, Leadership, Investments, Strategy, Strategic Partnerships
Education
Harvard Business School 2000 — 2002
MBA, Business Administration and Management, General
Universidad Simón Bolívar 1992 — 1997
BS, Manufacturing Engineering
Tembo Capital March 2013 - Present
RAMP Foundation March 2013 - Present
Locaweb March 2011 - September 2012
Elevation Partners May 2005 - May 2010
The Walt Disney Company July 2002 - May 2005
DeRemate.com February 2000 - July 2000
Donaldson, Lufkin & Jenrette March 1999 - February 2000
The Boston Consulting Group March 1997 - March 1999
Skills
Due Diligence, Business Development, E-commerce, Online Advertising, Negotiation, Business, Venture Capital, Private Equity, Entrepreneurship, Start-ups, Entrepreneur, Mergers, Strategic Planning, New Media, Mergers & Acquisitions, Leadership, Investments, Strategy, Strategic Partnerships
Education
Harvard Business School 2000 — 2002
MBA, Business Administration and Management, General
Universidad Simón Bolívar 1992 — 1997
BS, Manufacturing Engineering
Carolyn Bensley's Donaldson, Lufkin & Jenrette Experience March 1999 - December 2000
Job Institutional Equity Sales at Raymond James
Industry Financial Services
Experience
Raymond James June 2003 - July 2013
LRL Capital April 2002 - March 2003
ABN AMRO December 2000 - March 2002
Donaldson, Lufkin & Jenrette March 1999 - December 2000
Skills
Series 63, Equities, Hedge Funds, Equity Research, Series 7
Education
Hobart and William Smith Colleges 1994 — 1998
Raymond James June 2003 - July 2013
LRL Capital April 2002 - March 2003
ABN AMRO December 2000 - March 2002
Donaldson, Lufkin & Jenrette March 1999 - December 2000
Skills
Series 63, Equities, Hedge Funds, Equity Research, Series 7
Education
Hobart and William Smith Colleges 1994 — 1998
Lee Anne Milhiser's Donaldson, Lufkin & Jenrette Experience June 1993 - January 2001
Job Global Risk Management Executive
Industry Financial Services
Experience
Searching for a New Opportunity November 2014 - Present
AIG July 2012 - November 2014
MF Global July 2008 - November 2011
Morgan Stanley November 2004 - June 2008
Deutsche Bank Securities February 2002 - May 2004
Donaldson, Lufkin & Jenrette June 1993 - January 2001
Bear Stearns November 1990 - June 1993
Skills
Operational Risk, Re-engineering, Equities, Derivatives, Risk, Risk Management, Enterprise Risk..., Operational Risk..., Financial Risk, Capital Markets, Fixed Income, Trading, Strategy, Finance, Corporate Finance, Options, Financial Services, Internal Controls, Basel II, Securities, Management, Mentoring
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Lehigh University - College of Business and Economics 1986 — 1990
BS, Finance
Searching for a New Opportunity November 2014 - Present
AIG July 2012 - November 2014
MF Global July 2008 - November 2011
Morgan Stanley November 2004 - June 2008
Deutsche Bank Securities February 2002 - May 2004
Donaldson, Lufkin & Jenrette June 1993 - January 2001
Bear Stearns November 1990 - June 1993
Skills
Operational Risk, Re-engineering, Equities, Derivatives, Risk, Risk Management, Enterprise Risk..., Operational Risk..., Financial Risk, Capital Markets, Fixed Income, Trading, Strategy, Finance, Corporate Finance, Options, Financial Services, Internal Controls, Basel II, Securities, Management, Mentoring
Education
Fordham University - Graduate School of Business Administration 1995 — 1998
MBA, Finance
Lehigh University - College of Business and Economics 1986 — 1990
BS, Finance
Greg Saraydarian's Donaldson, Lufkin & Jenrette Experience 1996 - 1998
Job Information Technology Professional
Industry Information Technology and Services
Experience
Citi August 2012 - Present
AverWeb Inc. May 2001 - Present
AverWeb Inc. May 2001 - Present
Moody's Investors Service 2001 - 2008
Pfizer 1998 - 2005
Donaldson, Lufkin & Jenrette 1996 - 1998
Barclays Capital 1994 - 1997
Skills
Microsoft Exchange, Disaster Recovery, Active Directory, Managed Services, SaaS, Microsoft Technologies, Blackberry, VoIP, Online Backup, IT Outsourcing, Backup Solutions, Exchange Connectivity, Managed Security..., HaaS, Mobile Solutions, Information Technology, Security, Business Development, Consulting, Servers, Solutions Marketing, Troubleshooting, Business Continuity, Professional Services, Integration, Strategic Partnerships, Project Management, Data Center, Network Security, Vendor Management, IT Management, Technical Support, Networking, Cloud Computing, Go-to-market Strategy, Virtualization, Firewalls, Entrepreneurship, Infrastructure, Solution Selling, IT Service Management, Channel Partners, IT Strategy
Education
Hofstra University 1984 — 1988
BBA, Management
NYU
Citi August 2012 - Present
AverWeb Inc. May 2001 - Present
AverWeb Inc. May 2001 - Present
Moody's Investors Service 2001 - 2008
Pfizer 1998 - 2005
Donaldson, Lufkin & Jenrette 1996 - 1998
Barclays Capital 1994 - 1997
Skills
Microsoft Exchange, Disaster Recovery, Active Directory, Managed Services, SaaS, Microsoft Technologies, Blackberry, VoIP, Online Backup, IT Outsourcing, Backup Solutions, Exchange Connectivity, Managed Security..., HaaS, Mobile Solutions, Information Technology, Security, Business Development, Consulting, Servers, Solutions Marketing, Troubleshooting, Business Continuity, Professional Services, Integration, Strategic Partnerships, Project Management, Data Center, Network Security, Vendor Management, IT Management, Technical Support, Networking, Cloud Computing, Go-to-market Strategy, Virtualization, Firewalls, Entrepreneurship, Infrastructure, Solution Selling, IT Service Management, Channel Partners, IT Strategy
Education
Hofstra University 1984 — 1988
BBA, Management
NYU
Perry Braun's Donaldson, Lufkin & Jenrette Experience 1991 - 1999
Job Senior Vice President, Chief Investment Officer at Wilton Re
Industry Insurance
Experience
Wilton Re September 2008 - Present
Wilton Re January 2005 - September 2008
Banc of America Securities 2002 - 2005
Credit Suisse First Boston January 1999 - December 2001
Donaldson, Lufkin & Jenrette 1991 - 1999
Goldman Sachs August 1987 - April 1991
Meriill Lynch 1986 - 1986
Mutual of New York August 1983 - August 1984
Skills
Private Equity, Financial Modeling, Investments, Series 7, Financial Analysis, Valuation, Management, Capital Markets, Portfolio Management, Fixed Income, Risk Management, Financial Risk, Alternative Investments, Investment Banking, Equities, Insurance, Hedge Funds, Asset Allocation, Securities, Mergers & Acquisitions
Education
Harvard Law School 1984 — 1987
JD
Yale University 1979 — 1983
BA, History
Wilton Re September 2008 - Present
Wilton Re January 2005 - September 2008
Banc of America Securities 2002 - 2005
Credit Suisse First Boston January 1999 - December 2001
Donaldson, Lufkin & Jenrette 1991 - 1999
Goldman Sachs August 1987 - April 1991
Meriill Lynch 1986 - 1986
Mutual of New York August 1983 - August 1984
Skills
Private Equity, Financial Modeling, Investments, Series 7, Financial Analysis, Valuation, Management, Capital Markets, Portfolio Management, Fixed Income, Risk Management, Financial Risk, Alternative Investments, Investment Banking, Equities, Insurance, Hedge Funds, Asset Allocation, Securities, Mergers & Acquisitions
Education
Harvard Law School 1984 — 1987
JD
Yale University 1979 — 1983
BA, History
Larry Paul's Donaldson, Lufkin & Jenrette Experience 1994 - 2001
Job Private Equity Principal
Industry Investment Management
Experience
Laurel Crown Partners April 2001 - Present
American Red Cross 2008 - Present
Pittsburgh Steelers 2009 - Present
Global Fitness Holdings 2006 - Present
Valeant Pharmaceuticals May 2002 - May 2013
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 2001
James D. Wolfensohn, Inc. 1992 - 1994
Skills
Strategic Planning, Fundraising, Public Speaking, Venture Capital, Non-profits, Mergers, Private Equity, Corporate Finance, Healthcare, Leadership, Budgets, Team Building, Business Strategy, Financial Analysis, Grant Writing, Research, Community Outreach, Marketing, Coaching, Risk Management, Event Planning, Mergers & Acquisitions, Negotiation, Program Development, Leadership Development, Marketing Strategy, Organizational..., Strategy, Business Planning, Policy
Education
Stanford University Graduate School of Business 1990 — 1992
M.B.A.
Harvard Medical School 1986 — 1990
M.D.
Harvard University 1982 — 1986
A.B., Biology
Phillips Exeter Academy 1979 — 1982
Laurel Crown Partners April 2001 - Present
American Red Cross 2008 - Present
Pittsburgh Steelers 2009 - Present
Global Fitness Holdings 2006 - Present
Valeant Pharmaceuticals May 2002 - May 2013
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1994 - 2001
James D. Wolfensohn, Inc. 1992 - 1994
Skills
Strategic Planning, Fundraising, Public Speaking, Venture Capital, Non-profits, Mergers, Private Equity, Corporate Finance, Healthcare, Leadership, Budgets, Team Building, Business Strategy, Financial Analysis, Grant Writing, Research, Community Outreach, Marketing, Coaching, Risk Management, Event Planning, Mergers & Acquisitions, Negotiation, Program Development, Leadership Development, Marketing Strategy, Organizational..., Strategy, Business Planning, Policy
Education
Stanford University Graduate School of Business 1990 — 1992
M.B.A.
Harvard Medical School 1986 — 1990
M.D.
Harvard University 1982 — 1986
A.B., Biology
Phillips Exeter Academy 1979 — 1982
Stan Wiklinski's Donaldson, Lufkin & Jenrette Experience July 1999 - October 2000
Job Owner, President at Stansion Enterprises, Inc.
Industry Internet
Experience
Bloomberg July 2010 - Present
Stansion Enterprises, Inc. January 2010 - Present
W & W Exports March 2008 - Present
Credit Suisse November 2000 - February 2009
Credit Suisse 2000 - 2008
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Donaldson, Lufkin & Jenrette February 1998 - July 1999
Vision Computer Systems November 1997 - February 1998
Business and Trade Network, Inc November 1996 - November 1997
New Jersey Division of the Ratepayer Advocate January 1995 - November 1996
Skills
Equities, Fixed Income, ITIL, Infrastructure, Integration, Management, Program Management, Project Management, SDLC, System Administration, TCP/IP, Trading Systems, Vendor Management
Education
Northeastern University 1986 — 1991
BS Electrical Engineering, Physics Minor
Don Bosco
Fordham University
Bloomberg July 2010 - Present
Stansion Enterprises, Inc. January 2010 - Present
W & W Exports March 2008 - Present
Credit Suisse November 2000 - February 2009
Credit Suisse 2000 - 2008
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Donaldson, Lufkin & Jenrette February 1998 - July 1999
Vision Computer Systems November 1997 - February 1998
Business and Trade Network, Inc November 1996 - November 1997
New Jersey Division of the Ratepayer Advocate January 1995 - November 1996
Skills
Equities, Fixed Income, ITIL, Infrastructure, Integration, Management, Program Management, Project Management, SDLC, System Administration, TCP/IP, Trading Systems, Vendor Management
Education
Northeastern University 1986 — 1991
BS Electrical Engineering, Physics Minor
Don Bosco
Fordham University
Alex Hendrickson's Donaldson, Lufkin & Jenrette Experience 1995 - 2000
Job Managing Director at Auriga
Industry Financial Services
Experience
Auriga January 2009 - Present
The Winter Group 2002 - 2008
Credit Suisse 2000 - 2002
DLJ 1996 - 2000
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Capital Markets, Fixed Income, Securitization, Structured Finance, Due Diligence, Hedge Funds, Asset Managment, Derivatives, Trading, Investments, Loan Origination, Portfolio Management, Private Equity, Risk Management, Financial Modeling, Asset Management, Financial Structuring, Credit Derivatives, Corporate Finance, Financial Markets, Valuation, Mergers & Acquisitions, Bloomberg, Securities, Loans, Venture Capital, Bonds, Mortgage Lending, Banking, Credit, Equities, Alternative Investments, Investment Banking, Finance, Structured Products, Financial Analysis
Education
Franklin & Marshall College 1990 — 1992
Gilman
Auriga January 2009 - Present
The Winter Group 2002 - 2008
Credit Suisse 2000 - 2002
DLJ 1996 - 2000
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Capital Markets, Fixed Income, Securitization, Structured Finance, Due Diligence, Hedge Funds, Asset Managment, Derivatives, Trading, Investments, Loan Origination, Portfolio Management, Private Equity, Risk Management, Financial Modeling, Asset Management, Financial Structuring, Credit Derivatives, Corporate Finance, Financial Markets, Valuation, Mergers & Acquisitions, Bloomberg, Securities, Loans, Venture Capital, Bonds, Mortgage Lending, Banking, Credit, Equities, Alternative Investments, Investment Banking, Finance, Structured Products, Financial Analysis
Education
Franklin & Marshall College 1990 — 1992
Gilman
John Petrofsky's Donaldson, Lufkin & Jenrette Experience 1996 - 1999
Job Director & Senior Associate Counsel at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation 2004 - Present
The Fixed Income Clearing Corporation (a subsidiary of The Depository Trust & Clearing Corporation) 1999 - 2003
Donaldson, Lufkin & Jenrette 1996 - 1999
Stroock & Stroock & Lavan 1993 - 1996
PCM International 1991 - 1991
Skills
Financial Services, Equities, Securities, Risk Management
Education
Fordham University School of Law 1999 — 2003
J.D., Law
Rutgers University-New Brunswick 1988 — 1992
B.A., History/Economics
Fort Lee High School 1984 — 1988
The Depository Trust & Clearing Corporation 2004 - Present
The Fixed Income Clearing Corporation (a subsidiary of The Depository Trust & Clearing Corporation) 1999 - 2003
Donaldson, Lufkin & Jenrette 1996 - 1999
Stroock & Stroock & Lavan 1993 - 1996
PCM International 1991 - 1991
Skills
Financial Services, Equities, Securities, Risk Management
Education
Fordham University School of Law 1999 — 2003
J.D., Law
Rutgers University-New Brunswick 1988 — 1992
B.A., History/Economics
Fort Lee High School 1984 — 1988
Thomas Anguilla's Donaldson, Lufkin & Jenrette Experience 1978 - 1985
Job Management Consultant at PwC
Industry Management Consulting
Experience
HSBC 2010 - 2010
Citigroup 2005 - 2009
Citigroup 1995 - 2005
UBS (Paine Webber) 1991 - 1995
Dillon Read & Company, Inc. 1985 - 1989
Donaldson, Lufkin & Jenrette 1978 - 1985
Blyth Eastman Dillon & Co., Inc. (merged with Paine Webber) 1977 - 1978
Skills
Fixed Income, Capital Markets, Derivatives, Trading, Structured Products, Consulting, Volcker Rule, Change Implementation, Dodd-Frank, Business Transformation, Business Strategy, Series 7, Portfolio Management, Securities, Emerging Markets, Risk Management, Financial Services, Options, Strategy, Equities, Banking, Asset Management, Investment Management, Wealth Management, Credit Derivatives, Bonds, Private Banking, Financial Advisory, Investment Banking, Alternative Investments, Wealth Management..., Private Equity, Valuation, Bloomberg, Financial Modeling, Corporate Finance, Financial Regulation, Financial Risk, Financial Markets, Structured Finance, Financial Structuring, Due Diligence, FX Options, Market Risk, Investments, Operational Risk, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 1977 — 1980
Master of Business Administration (MBA)
University of Scranton 1973 — 1977
BS
HSBC 2010 - 2010
Citigroup 2005 - 2009
Citigroup 1995 - 2005
UBS (Paine Webber) 1991 - 1995
Dillon Read & Company, Inc. 1985 - 1989
Donaldson, Lufkin & Jenrette 1978 - 1985
Blyth Eastman Dillon & Co., Inc. (merged with Paine Webber) 1977 - 1978
Skills
Fixed Income, Capital Markets, Derivatives, Trading, Structured Products, Consulting, Volcker Rule, Change Implementation, Dodd-Frank, Business Transformation, Business Strategy, Series 7, Portfolio Management, Securities, Emerging Markets, Risk Management, Financial Services, Options, Strategy, Equities, Banking, Asset Management, Investment Management, Wealth Management, Credit Derivatives, Bonds, Private Banking, Financial Advisory, Investment Banking, Alternative Investments, Wealth Management..., Private Equity, Valuation, Bloomberg, Financial Modeling, Corporate Finance, Financial Regulation, Financial Risk, Financial Markets, Structured Finance, Financial Structuring, Due Diligence, FX Options, Market Risk, Investments, Operational Risk, Equity Derivatives
Education
Fordham University - Graduate School of Business Administration 1977 — 1980
Master of Business Administration (MBA)
University of Scranton 1973 — 1977
BS
Daniel Fox's Donaldson, Lufkin & Jenrette Experience June 1992 - September 2001
Job Risk Manager at BNY Mellon
Industry Investment Banking
Experience
BNY Mellon April 2014 - Present
Credit Suisse November 2013 - April 2014
Keefe, Bruyette & Woods July 2003 - 2013
Deutsche Bank September 2001 - July 2003
Donaldson, Lufkin & Jenrette June 1992 - September 2001
Bear Stearns March 1990 - May 1992
Skills
Fixed Income, Capital Markets, Valuation, Investment Banking, Series 7, Hedge Funds, MBS, ABS, Strategic Financial..., Bloomberg, Risk Management, Portfolio Management, Finance, Securitization, Securities, Cash Management, Financial Structuring, Series 63, Product Control, Accounting, Financial Analysis, P&L Analysis, Trading, Investments, Financial Risk, Credit, Alternative Investments, VAR, Bonds, Private Equity, Options, Financial Modeling, Due Diligence, Auditing, Corporate Finance, Internal Controls, Settlement, Derivatives, Equities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Seton Hall University
BSBA, Finance
BNY Mellon April 2014 - Present
Credit Suisse November 2013 - April 2014
Keefe, Bruyette & Woods July 2003 - 2013
Deutsche Bank September 2001 - July 2003
Donaldson, Lufkin & Jenrette June 1992 - September 2001
Bear Stearns March 1990 - May 1992
Skills
Fixed Income, Capital Markets, Valuation, Investment Banking, Series 7, Hedge Funds, MBS, ABS, Strategic Financial..., Bloomberg, Risk Management, Portfolio Management, Finance, Securitization, Securities, Cash Management, Financial Structuring, Series 63, Product Control, Accounting, Financial Analysis, P&L Analysis, Trading, Investments, Financial Risk, Credit, Alternative Investments, VAR, Bonds, Private Equity, Options, Financial Modeling, Due Diligence, Auditing, Corporate Finance, Internal Controls, Settlement, Derivatives, Equities
Education
Fordham University - Graduate School of Business Administration
Master of Business Administration (M.B.A.), Finance
Seton Hall University
BSBA, Finance
James H Crawley's Donaldson, Lufkin & Jenrette Experience November 1984 - August 2000
Job SVPAccounting/Finance at Keefe, Bruyette & Woods, Inc
Industry Financial Services
Experience
Keefe, Bruyette & Woods, Inc September 2002 - Present
Credit Suisse Securities (USA), LLC 2000 - 2002
Donaldson, Lufkin & Jenrette November 1984 - August 2000
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Structured Products, Options, Trading, Equity Trading, Swaps, Securitization, Credit, Interest Rate..., ABS, Product Control, Accounting, Securities, Derivatives, Bloomberg, Finance, Settlement, Valuation, Hedge Funds, Equity Research, Financial Risk, Alternative Investments, Private Equity, Financial Modeling, Financial Markets, Corporate Finance, Electronic Trading, Series 63, Bonds, Asset Management, CDO, MBS, Middle Office, CMBS, Structured Finance, Bloomberg Terminal, Equity Derivatives, Fund Of Funds, Equity Valuation, Series 7, FINRA, Equity Capital Markets, Trading Systems, FX Options, Back Office, Prime Brokerage, Emerging Markets
Education
Hofstra University 1980 — 1982
BBA, Public Accounting
Keefe, Bruyette & Woods, Inc September 2002 - Present
Credit Suisse Securities (USA), LLC 2000 - 2002
Donaldson, Lufkin & Jenrette November 1984 - August 2000
Skills
Investment Banking, Equities, Capital Markets, Fixed Income, Structured Products, Options, Trading, Equity Trading, Swaps, Securitization, Credit, Interest Rate..., ABS, Product Control, Accounting, Securities, Derivatives, Bloomberg, Finance, Settlement, Valuation, Hedge Funds, Equity Research, Financial Risk, Alternative Investments, Private Equity, Financial Modeling, Financial Markets, Corporate Finance, Electronic Trading, Series 63, Bonds, Asset Management, CDO, MBS, Middle Office, CMBS, Structured Finance, Bloomberg Terminal, Equity Derivatives, Fund Of Funds, Equity Valuation, Series 7, FINRA, Equity Capital Markets, Trading Systems, FX Options, Back Office, Prime Brokerage, Emerging Markets
Education
Hofstra University 1980 — 1982
BBA, Public Accounting
Wendy Horn's Donaldson, Lufkin & Jenrette Experience 1986 - 2000
Job Managing Director , Branch Manager at Raymond James Financial
Industry Financial Services
Experience
Raymond James Financial Inc. June 2008 - Present
HSBC Securities 2001 - 2008
Donaldson, Lufkin & Jenrette 1986 - 2000
Education
American School in London
Hamilton College
BA
New York University - Leonard N. Stern School of Business
mba, finance
Raymond James Financial Inc. June 2008 - Present
HSBC Securities 2001 - 2008
Donaldson, Lufkin & Jenrette 1986 - 2000
Education
American School in London
Hamilton College
BA
New York University - Leonard N. Stern School of Business
mba, finance
Debra Avidon's Donaldson, Lufkin & Jenrette Experience December 1993 - July 2001
Job at BlackRock
Industry Financial Services
Experience
BlackRock September 2010 - Present
JPMorgan Chase July 2009 - September 2010
JPMorgan Chase October 2004 - December 2008
JPMorgan 2001 - 2008
JPMorgan 2001 - 2008
JPMorgan Asset Management 2001 - 2008
JPMorgan Chase August 2001 - October 2004
Donaldson, Lufkin & Jenrette December 1993 - July 2001
Skills
Asset Management, CRM, Auditing, Analysis, Risk Assessment, Risk Management, Equities, Financial Risk, Internal Audit, Fund Administration, Operational Risk, Bonds, Hedge Funds, Mergers & Acquisitions, Business Continuity, Fund Accounting, Derivatives, Fixed Income, Mutual Funds, Banking, Securities, Internal Controls, Financial Services, Investment Banking
Education
Emory University
B.B.A., Accounting
BlackRock September 2010 - Present
JPMorgan Chase July 2009 - September 2010
JPMorgan Chase October 2004 - December 2008
JPMorgan 2001 - 2008
JPMorgan 2001 - 2008
JPMorgan Asset Management 2001 - 2008
JPMorgan Chase August 2001 - October 2004
Donaldson, Lufkin & Jenrette December 1993 - July 2001
Skills
Asset Management, CRM, Auditing, Analysis, Risk Assessment, Risk Management, Equities, Financial Risk, Internal Audit, Fund Administration, Operational Risk, Bonds, Hedge Funds, Mergers & Acquisitions, Business Continuity, Fund Accounting, Derivatives, Fixed Income, Mutual Funds, Banking, Securities, Internal Controls, Financial Services, Investment Banking
Education
Emory University
B.B.A., Accounting
Joyce Greenberg's Donaldson, Lufkin & Jenrette Experience 1988 - 1994
Job ceo at cap greenberg llc
Industry Investment Banking
Experience
cap greenberg llc January 2014 - Present
Coburn Greenberg Partners LLC 2009 - December 2013
Financo Inc. 2005 - 2008
TakeGoodCare 1995 - 2004
Donaldson, Lufkin & Jenrette 1988 - 1994
Kidder, Peabody & Co, Inc. 1978 - 1988
Chase Manhattan Bank, NA 1973 - 1976
Skills
Business Strategy, Strategic Planning, Capital Markets, Restructuring, Investment Banking, Financial Modeling, Mergers, Corporate Finance, Due Diligence, Private Equity, Investments, Valuation, Corporate Development, Hedge Funds, Venture Capital, Alternative Investments, Emerging Markets, Equities, IPO, M&A experience, Financial Analysis, Equity Research, Acquisition Integration, Investor Relations, Business Valuation, Corporate Governance, Management Consulting, Asset Management, Mergers & Acquisitions, Management, Securities, Strategy, Leveraged Finance, Divestitures, Investment Management, Joint Ventures, Executive Management, Private Placements, Portfolio Management, Investment Advisory, Finance, Financial Services, Strategic Financial..., Business Planning, Start-ups, Series 7, Board of Directors, Turn Around Management
Education
Harvard Business School
MBA
Simmons College
BA with Honors, Sociology
cap greenberg llc January 2014 - Present
Coburn Greenberg Partners LLC 2009 - December 2013
Financo Inc. 2005 - 2008
TakeGoodCare 1995 - 2004
Donaldson, Lufkin & Jenrette 1988 - 1994
Kidder, Peabody & Co, Inc. 1978 - 1988
Chase Manhattan Bank, NA 1973 - 1976
Skills
Business Strategy, Strategic Planning, Capital Markets, Restructuring, Investment Banking, Financial Modeling, Mergers, Corporate Finance, Due Diligence, Private Equity, Investments, Valuation, Corporate Development, Hedge Funds, Venture Capital, Alternative Investments, Emerging Markets, Equities, IPO, M&A experience, Financial Analysis, Equity Research, Acquisition Integration, Investor Relations, Business Valuation, Corporate Governance, Management Consulting, Asset Management, Mergers & Acquisitions, Management, Securities, Strategy, Leveraged Finance, Divestitures, Investment Management, Joint Ventures, Executive Management, Private Placements, Portfolio Management, Investment Advisory, Finance, Financial Services, Strategic Financial..., Business Planning, Start-ups, Series 7, Board of Directors, Turn Around Management
Education
Harvard Business School
MBA
Simmons College
BA with Honors, Sociology
Billy Omeltchenko's Donaldson, Lufkin & Jenrette Experience 1982 - 2000
Job CoHead Of Trading
Industry Financial Services
Experience
Burke & Quick Partners LLC January 2009 - Present
SAC Capital Advisors, LP 2003 - December 2008
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1982 - 2000
Education
Princeton University 1974 — 1978
Fordham University
MBA Finance
Burke & Quick Partners LLC January 2009 - Present
SAC Capital Advisors, LP 2003 - December 2008
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1982 - 2000
Education
Princeton University 1974 — 1978
Fordham University
MBA Finance
Jonathan Bunce's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job Prescott Street Capital Management, LLC
Industry Investment Management
Experience
Prescott Street Capital Management, LLC August 2009 - Present
Barclays Capital March 2007 - August 2009
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 1999 - 2001
Lazard Freres & Co. 1993 - 1995
Skills
Private Equity, Investments, Portfolio Management, Investment Banking, Management, Leveraged Finance, Real Estate, Valuation, Capital Markets, Hedge Funds, Equities, Financial Modeling, Venture Capital, Entrepreneurship
Education
Harvard Business School 1995 — 1999
MBA
Harvard Law School 1995 — 1999
JD
Northwestern University 1989 — 1993
BA, Economics
Edina High School
Prescott Street Capital Management, LLC August 2009 - Present
Barclays Capital March 2007 - August 2009
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 1999 - 2001
Lazard Freres & Co. 1993 - 1995
Skills
Private Equity, Investments, Portfolio Management, Investment Banking, Management, Leveraged Finance, Real Estate, Valuation, Capital Markets, Hedge Funds, Equities, Financial Modeling, Venture Capital, Entrepreneurship
Education
Harvard Business School 1995 — 1999
MBA
Harvard Law School 1995 — 1999
JD
Northwestern University 1989 — 1993
BA, Economics
Edina High School
Michael McCartney's Donaldson, Lufkin & Jenrette Experience July 1992 - January 2001
Job Managing Director, Private Equity at Montgomery & Co., LLC
Industry Venture Capital & Private Equity
Experience
Montgomery & Co., LLC Director, Consumer and Retail Investment BankingCredit SuisseMay 2006 - December 2007
GRP Partners April 2003 - April 2006
babystyle May 1998 - June 2003
Morgan Stanley January 2001 - December 2002
Donaldson, Lufkin & Jenrette July 1992 - January 2001
Morgan Stanley August 1988 - July 1990
Skills
Venture Capital, Start-ups, Private Equity, Investments, Mergers & Acquisitions, Investment Banking, Strategy, Management, Corporate Finance, Corporate Development, Banking, Restructuring, Valuation, Financial Modeling, Due Diligence
Education
Harvard Business School 1990 — 1992
M.B.A.
Princeton University 1984 — 1988
A.B.
University of Toronto Schools 1978 — 1984
Montgomery & Co., LLC Director, Consumer and Retail Investment BankingCredit SuisseMay 2006 - December 2007
GRP Partners April 2003 - April 2006
babystyle May 1998 - June 2003
Morgan Stanley January 2001 - December 2002
Donaldson, Lufkin & Jenrette July 1992 - January 2001
Morgan Stanley August 1988 - July 1990
Skills
Venture Capital, Start-ups, Private Equity, Investments, Mergers & Acquisitions, Investment Banking, Strategy, Management, Corporate Finance, Corporate Development, Banking, Restructuring, Valuation, Financial Modeling, Due Diligence
Education
Harvard Business School 1990 — 1992
M.B.A.
Princeton University 1984 — 1988
A.B.
University of Toronto Schools 1978 — 1984
Tom Galvin's Donaldson, Lufkin & Jenrette Experience 1998 - 2002
Job Lead Portfolio Manager at Columbia Management
Industry Financial Services
Experience
Columbia Management Lead Portfolio ManagerColumbia Select Large Cap Growth Fund2003 - Present
Donaldson, Lufkin & Jenrette 1998 - 2002
Education
Georgetown University - The McDonough School of Business
Bachelor’s Degree, Finance, General
Columbia Management Lead Portfolio ManagerColumbia Select Large Cap Growth Fund2003 - Present
Donaldson, Lufkin & Jenrette 1998 - 2002
Education
Georgetown University - The McDonough School of Business
Bachelor’s Degree, Finance, General
Chip Meyer's Donaldson, Lufkin & Jenrette Experience 1998 - 2001
Job Chief Executive Officer at ViskonAire Corp.
Industry Wholesale
Experience
Viskon-Aire Corp. 2009 - Present
Credit Suisse 2001 - 2009
Harris Williams & Co. 2002 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2001
Arthur Andersen, LLC 1991 - 1996
Skills
Investment Banking, Manufacturing, Mergers & Acquisitions, Corporate Development, HVAC, Restructuring, Start-ups, Business Strategy, Venture Capital, Management, Capital Markets, Strategy, LBO, Private Equity, Due Diligence, M&A experience, Financial Modeling, Corporate Finance, Valuation
Education
Harvard Business School 1996 — 1998
MBA, Business
University of Virginia 1987 — 1991
BS, Commerce (Accounting)
Viskon-Aire Corp. 2009 - Present
Credit Suisse 2001 - 2009
Harris Williams & Co. 2002 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2001
Arthur Andersen, LLC 1991 - 1996
Skills
Investment Banking, Manufacturing, Mergers & Acquisitions, Corporate Development, HVAC, Restructuring, Start-ups, Business Strategy, Venture Capital, Management, Capital Markets, Strategy, LBO, Private Equity, Due Diligence, M&A experience, Financial Modeling, Corporate Finance, Valuation
Education
Harvard Business School 1996 — 1998
MBA, Business
University of Virginia 1987 — 1991
BS, Commerce (Accounting)
David Cowen's Donaldson, Lufkin & Jenrette Experience 1987 - 2000
Job Director, Finance Manager at Bank of America
Industry Banking
Experience
Bank of America September 2006 - Present
Bertholon-Rowland Corp 2004 - 2006
Donaldson, Lufkin & Jenrette 1987 - 2000
Salomon Brothers 1985 - 1987
Irving Trust 1984 - 1985
Skills
Financial Analysis, Financial Modeling, Fixed Income, Credit, Banking, Forecasting, Analysis, Financial Planning, Finance
Education
University of Arizona 2002 — 2004
Master of Business Administration (MBA), Finance, General
Fairfield University 1980 — 1984
Bachelor of Science (BS), Accounting
Bank of America September 2006 - Present
Bertholon-Rowland Corp 2004 - 2006
Donaldson, Lufkin & Jenrette 1987 - 2000
Salomon Brothers 1985 - 1987
Irving Trust 1984 - 1985
Skills
Financial Analysis, Financial Modeling, Fixed Income, Credit, Banking, Forecasting, Analysis, Financial Planning, Finance
Education
University of Arizona 2002 — 2004
Master of Business Administration (MBA), Finance, General
Fairfield University 1980 — 1984
Bachelor of Science (BS), Accounting
Paul Blavin's Donaldson, Lufkin & Jenrette Experience January 1987 - June 1991
Job Founder, Blavin Scholars
Industry Philanthropy
Experience
Blavin & Company January 1995 - March 2009
Donaldson, Lufkin & Jenrette January 1987 - June 1991
Education
Harvard Business School 1991 — 1993
MBA
University of Michigan 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Blavin & Company January 1995 - March 2009
Donaldson, Lufkin & Jenrette January 1987 - June 1991
Education
Harvard Business School 1991 — 1993
MBA
University of Michigan 1982 — 1986
Bachelor of Business Administration (BBA), Accounting
Bob Shoback's Donaldson, Lufkin & Jenrette Experience September 1986 - January 1994
Job Senior Managing Director at Ambac
Industry Financial Services
Experience
Ambac November 1998 - January 2010
Lehman Brothers January 1994 - November 1998
Donaldson, Lufkin & Jenrette September 1986 - January 1994
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Georgetown University 1978 — 1982
BA, Economics
The Lawrenceville School 1973 — 1974
Ambac November 1998 - January 2010
Lehman Brothers January 1994 - November 1998
Donaldson, Lufkin & Jenrette September 1986 - January 1994
Education
University of Pennsylvania - The Wharton School 1984 — 1986
MBA, Finance
Georgetown University 1978 — 1982
BA, Economics
The Lawrenceville School 1973 — 1974
Darlene Pasquill's Donaldson, Lufkin & Jenrette Experience 1994 - 2000
Job Institutional Equity Sales and Sales Management at Credit Suisse
Industry Banking
Experience
Credit Suisse April 1994 - Present
Donaldson, Lufkin & Jenrette 1994 - 2000
Education
Harvard Business School 1989 — 1991
Master of Business Administration (MBA)
Credit Suisse April 1994 - Present
Donaldson, Lufkin & Jenrette 1994 - 2000
Education
Harvard Business School 1989 — 1991
Master of Business Administration (MBA)
barbara albrecht's Donaldson, Lufkin & Jenrette Experience September 1984 - September 1985
Job senior director facility development at NYU Stern School of Business
Industry Higher Education
Experience
NYU Stern School of Business September 1998 - Present
clara maass medical center February 1992 - February 1998
citicorp September 1985 - January 1991
donaldson, lufkin & jenrette September 1984 - September 1985
Skills
Strategic Planning, Team Building, Facilities Management, Project Management, Leadership, Public Speaking, Contract Negotiation, New Business Development, Microsoft Office, Business Strategy, Operations Management, Customer Service, Management, Negotiation, Nonprofits, Project Planning, Account Management, Program Management, Process Improvement, Social Media, Analysis, Microsoft Word, Event Planning, Microsoft Excel, Research, Management Consulting, Team Leadership, Marketing, Financial Analysis, Entrepreneurship, PowerPoint
Education
Fairleigh Dickinson University 1976 — 1981
mba, management & marketing
New York Institute of Technology 1972 — 1976
bfa, interior design, facility planning
wayne hills hs
wayne hills hs
NYU Stern School of Business September 1998 - Present
clara maass medical center February 1992 - February 1998
citicorp September 1985 - January 1991
donaldson, lufkin & jenrette September 1984 - September 1985
Skills
Strategic Planning, Team Building, Facilities Management, Project Management, Leadership, Public Speaking, Contract Negotiation, New Business Development, Microsoft Office, Business Strategy, Operations Management, Customer Service, Management, Negotiation, Nonprofits, Project Planning, Account Management, Program Management, Process Improvement, Social Media, Analysis, Microsoft Word, Event Planning, Microsoft Excel, Research, Management Consulting, Team Leadership, Marketing, Financial Analysis, Entrepreneurship, PowerPoint
Education
Fairleigh Dickinson University 1976 — 1981
mba, management & marketing
New York Institute of Technology 1972 — 1976
bfa, interior design, facility planning
wayne hills hs
wayne hills hs
Vincent Browne's Donaldson, Lufkin & Jenrette Experience May 1993 - May 1998
Job RETIRED!
Industry Financial Services
Experience
Retired October 2012 - Present
Deutsche Bank 2011 - July 2012
Credit Suisse 2000 - 2009
Nikko Securities America June 1998 - July 1999
Donaldson, Lufkin & Jenrette May 1993 - May 1998
Paine Webber May 1988 - May 1993
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Equities, Prime Brokerage, FX Options, Hedge Funds, Back Office, Securities, Structured Products, Middle Office, Collateral Management, Dodd-Frank, Valuation, Swaps, Financial Services, Credit
Education
New York University - Leonard N. Stern School of Business 1976 — 1982
MBA, Finance
Fordham University 1970 — 1974
BS, Psychology
Retired October 2012 - Present
Deutsche Bank 2011 - July 2012
Credit Suisse 2000 - 2009
Nikko Securities America June 1998 - July 1999
Donaldson, Lufkin & Jenrette May 1993 - May 1998
Paine Webber May 1988 - May 1993
Skills
Fixed Income, Derivatives, Investment Banking, Capital Markets, Equities, Prime Brokerage, FX Options, Hedge Funds, Back Office, Securities, Structured Products, Middle Office, Collateral Management, Dodd-Frank, Valuation, Swaps, Financial Services, Credit
Education
New York University - Leonard N. Stern School of Business 1976 — 1982
MBA, Finance
Fordham University 1970 — 1974
BS, Psychology
Christina Boni's Donaldson, Lufkin & Jenrette Experience January 1994 - January 1995
Job Managing Director at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets May 2009 - Present
Fridson Investment Advisors March 2008 - May 2009
Donalson, Lufkin & Jenrette/Credit Suisse Securities (USA) LLC January 1995 - November 2007
Donaldson, Lufkin & Jenrette January 1994 - January 1995
Education
Harvard Business School 1992 — 1994
MBA
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Economics
RBC Capital Markets May 2009 - Present
Fridson Investment Advisors March 2008 - May 2009
Donalson, Lufkin & Jenrette/Credit Suisse Securities (USA) LLC January 1995 - November 2007
Donaldson, Lufkin & Jenrette January 1994 - January 1995
Education
Harvard Business School 1992 — 1994
MBA
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Economics
Edward Koehler's Donaldson, Lufkin & Jenrette Experience June 1989 - March 1991
Job EVP at FabreKramer Pharmaceuticals
Industry Pharmaceuticals
Experience
Fabre-Kramer Pharmaceuticals January 2005 - Present
GulfStar Group 1991 - 2005
Donaldson, Lufkin & Jenrette June 1989 - March 1991
Merrill Lynch Investment Banking February 1984 - February 1989
Rotan Mosle, Inc. July 1980 - February 1984
Skills
General Management, Financial Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Venture Capital, New Venture Development, Private Equity, Public Capital Raising, Information Technology, Technology Management, Pharmaceutical Industry, Energy Exploration &..., Energy Services, Licensing Agreements..., Intellectual Property, Business Valuation, Strategic Planning
Education
Harvard Business School 1978 — 1980
MBA
Rice University 1969 — 1974
BS, MEE, Electrical and Electronics Engineering, BioEngineering
Fabre-Kramer Pharmaceuticals January 2005 - Present
GulfStar Group 1991 - 2005
Donaldson, Lufkin & Jenrette June 1989 - March 1991
Merrill Lynch Investment Banking February 1984 - February 1989
Rotan Mosle, Inc. July 1980 - February 1984
Skills
General Management, Financial Management, Financial Analysis, Corporate Finance, Mergers & Acquisitions, Venture Capital, New Venture Development, Private Equity, Public Capital Raising, Information Technology, Technology Management, Pharmaceutical Industry, Energy Exploration &..., Energy Services, Licensing Agreements..., Intellectual Property, Business Valuation, Strategic Planning
Education
Harvard Business School 1978 — 1980
MBA
Rice University 1969 — 1974
BS, MEE, Electrical and Electronics Engineering, BioEngineering
Jack Plym's Donaldson, Lufkin & Jenrette Experience 1988 - 1992
Job Investor / Portfolio Manager
Industry Financial Services
Experience
J.P. Morgan (Endowments & Foundations Group) 2010 - Present
Make-A-Wish Foundation of Metro New York 2005 - Present
Boys Hope Girls Hope of New York (formerly Anchor) 2001 - Present
AllianceBernstein 1994 - 2009
Donaldson, Lufkin & Jenrette 1988 - 1992
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Financial Advisory, Equity Research, Alternative Investments, Asset Management, Asset Allocation, Investment Management, Private Equity, Financial Modeling
Education
Harvard Business School 1992 — 1994
MBA
Yale University 1984 — 1988
B.A., Economics
J.P. Morgan (Endowments & Foundations Group) 2010 - Present
Make-A-Wish Foundation of Metro New York 2005 - Present
Boys Hope Girls Hope of New York (formerly Anchor) 2001 - Present
AllianceBernstein 1994 - 2009
Donaldson, Lufkin & Jenrette 1988 - 1992
Skills
Hedge Funds, Investments, Equities, Portfolio Management, Financial Advisory, Equity Research, Alternative Investments, Asset Management, Asset Allocation, Investment Management, Private Equity, Financial Modeling
Education
Harvard Business School 1992 — 1994
MBA
Yale University 1984 — 1988
B.A., Economics
Jeremy Stoler's Donaldson, Lufkin & Jenrette Experience January 1999 - October 2000
Job Back at CS
Industry Real Estate
Experience
Credit Suisse September 2013 - Present
Hanging on the Beach May 2013 - August 2013
BGC Partners May 2012 - May 2013
Flat 801 Management August 2011 - May 2012
801 Capital Finance August 2011 - May 2012
Hanging on the Beach January 2010 - August 2011
Centerline Capital Group May 2008 - January 2010
Nomura Securities February 2001 - May 2008
Credit Suisse October 2000 - February 2001
Donaldson, Lufkin & Jenrette January 1999 - October 2000
Education
Emory University - Goizueta Business School 1993 — 1997
BBA, Accounting
Rutgers Preparatory School 1989 — 1993
High School
Credit Suisse September 2013 - Present
Hanging on the Beach May 2013 - August 2013
BGC Partners May 2012 - May 2013
Flat 801 Management August 2011 - May 2012
801 Capital Finance August 2011 - May 2012
Hanging on the Beach January 2010 - August 2011
Centerline Capital Group May 2008 - January 2010
Nomura Securities February 2001 - May 2008
Credit Suisse October 2000 - February 2001
Donaldson, Lufkin & Jenrette January 1999 - October 2000
Education
Emory University - Goizueta Business School 1993 — 1997
BBA, Accounting
Rutgers Preparatory School 1989 — 1993
High School
Judy Harnett's Donaldson, Lufkin & Jenrette Experience January 1998 - November 2000
Job Vice President at Credit Suisse
Industry Banking
Experience
Credit Suisse November 2000 - Present
Donaldson, Lufkin & Jenrette January 1998 - November 2000
Skills
Financial Accounting, Cost Accounting, Certified Green Belt, Information Technology, Trading, Swaps, Securities Lending, Prime Brokerage, Product Control, Back Office, Securities, Business Analysis, Investments, Private Equity, Treasury Management, Hedge Funds, Financial Analysis, Sarbanes-Oxley Act, Equity Capital Markets, Due Diligence, Fixed Income, Finance, Risk Management, Cash Management, Trading Systems, ABS, Financial Modeling, CMBS, Options, Emerging Markets, MBS, Banking, FX Options, Electronic Trading, Asset Management, Financial Markets, Equities, CDS, Investment Banking, Capital Markets, Equity Derivatives, Alternative Investments, Structured Products, Leveraged Finance, Corporate Finance, Credit Derivatives, Securitization, Interest Rate..., Mergers, Derivatives
Education
Fordham University
MBA, Accounting, Finance
Rutgers University-New Brunswick
BA, Economics, Finance
Credit Suisse November 2000 - Present
Donaldson, Lufkin & Jenrette January 1998 - November 2000
Skills
Financial Accounting, Cost Accounting, Certified Green Belt, Information Technology, Trading, Swaps, Securities Lending, Prime Brokerage, Product Control, Back Office, Securities, Business Analysis, Investments, Private Equity, Treasury Management, Hedge Funds, Financial Analysis, Sarbanes-Oxley Act, Equity Capital Markets, Due Diligence, Fixed Income, Finance, Risk Management, Cash Management, Trading Systems, ABS, Financial Modeling, CMBS, Options, Emerging Markets, MBS, Banking, FX Options, Electronic Trading, Asset Management, Financial Markets, Equities, CDS, Investment Banking, Capital Markets, Equity Derivatives, Alternative Investments, Structured Products, Leveraged Finance, Corporate Finance, Credit Derivatives, Securitization, Interest Rate..., Mergers, Derivatives
Education
Fordham University
MBA, Accounting, Finance
Rutgers University-New Brunswick
BA, Economics, Finance
Edward Magnus's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Managing Director, Head of Research at BlueSpruce Investments, LP
Industry Venture Capital & Private Equity
Experience
BlueSpruce Investments, LP February 2013 - Present
Madison Dearborn Partners July 2004 - January 2013
Donaldson, Lufkin & Jenrette 1998 - 2000
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
University of Michigan 1994 — 1998
Bachelor of Business Administration (B.B.A.)
BlueSpruce Investments, LP February 2013 - Present
Madison Dearborn Partners July 2004 - January 2013
Donaldson, Lufkin & Jenrette 1998 - 2000
Education
Harvard Business School 2002 — 2004
Master of Business Administration (MBA)
University of Michigan 1994 — 1998
Bachelor of Business Administration (B.B.A.)
Eric Rahe's Donaldson, Lufkin & Jenrette Experience August 1991 - July 1994
Job Managing Director at J.C. Flowers & Co. LLC
Industry Financial Services
Experience
J.C. Flowers & Co. LLC April 2014 - Present
Clayton, Dubilier & Rice October 2008 - March 2014
SAB Capital 2005 - 2008
Capital Z Partners 1996 - 2005
Boston Consulting Group June 1995 - August 1995
Donaldson, Lufkin & Jenrette August 1991 - July 1994
Skills
Private Equity, Investments, Hedge Funds, Mutual Funds, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Mergers, Financial Analysis, Equities, Asset Managment, Portfolio Management, Capital Markets, Investment Banking
Education
Harvard Business School 1994 — 1996
MBA
Harvard University 1987 — 1991
BA, Economics
J.C. Flowers & Co. LLC April 2014 - Present
Clayton, Dubilier & Rice October 2008 - March 2014
SAB Capital 2005 - 2008
Capital Z Partners 1996 - 2005
Boston Consulting Group June 1995 - August 1995
Donaldson, Lufkin & Jenrette August 1991 - July 1994
Skills
Private Equity, Investments, Hedge Funds, Mutual Funds, Valuation, Due Diligence, Financial Modeling, Corporate Finance, Mergers, Financial Analysis, Equities, Asset Managment, Portfolio Management, Capital Markets, Investment Banking
Education
Harvard Business School 1994 — 1996
MBA
Harvard University 1987 — 1991
BA, Economics
Nathan Wiesenfeld's Donaldson, Lufkin & Jenrette Experience September 1986 - October 2000
Job Managing Director, Senior Banker at JP Morgan Private Bank
Industry Financial Services
Experience
JP Morgan Private Bank April 2011 - Present
OSS Capital Managment May 2009 - April 2010
Lehman Brothers October 2000 - June 2008
Donaldson, Lufkin & Jenrette September 1986 - October 2000
Education
Wharton School, University of Pennsylvania 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of California, Berkeley
Bachelor of Arts (BA), History
Francis W. Parker School
JP Morgan Private Bank April 2011 - Present
OSS Capital Managment May 2009 - April 2010
Lehman Brothers October 2000 - June 2008
Donaldson, Lufkin & Jenrette September 1986 - October 2000
Education
Wharton School, University of Pennsylvania 1984 — 1986
Master of Business Administration (MBA), Finance, General
University of California, Berkeley
Bachelor of Arts (BA), History
Francis W. Parker School
David Dickson's Donaldson, Lufkin & Jenrette Experience May 1985 - July 1985
Job
Industry Investment Banking
Experience
CRT Capital Group May 2011 - Present
FBR December 2008 - July 2010
Merrill Lynch May 2005 - July 2008
UBS Investment Bank June 1998 - April 2005
Dillon, Read & Co. Inc. May 1986 - May 1998
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Chemical Bank July 1981 - May 1984
Skills
Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Capital Markets, Equities, Investment Banking, Fixed Income, Private Equity, Valuation, Series 7, Securities, Bonds, Series 63, Due Diligence
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Arts (B.A.), Mathematics and Economics
CRT Capital Group May 2011 - Present
FBR December 2008 - July 2010
Merrill Lynch May 2005 - July 2008
UBS Investment Bank June 1998 - April 2005
Dillon, Read & Co. Inc. May 1986 - May 1998
Donaldson, Lufkin & Jenrette May 1985 - July 1985
Chemical Bank July 1981 - May 1984
Skills
Mergers & Acquisitions, Corporate Finance, Leveraged Finance, Capital Markets, Equities, Investment Banking, Fixed Income, Private Equity, Valuation, Series 7, Securities, Bonds, Series 63, Due Diligence
Education
Harvard Business School 1984 — 1986
Master of Business Administration (MBA)
University of North Carolina at Chapel Hill 1977 — 1981
Bachelor of Arts (B.A.), Mathematics and Economics
Paige Daly's Donaldson, Lufkin & Jenrette Experience 1992 - 1994
Job Managing Director at Harvest Partners
Industry Venture Capital & Private Equity
Experience
Harvest Partners October 2010 - Present
Apax Partners 2003 - 2007
Bain Capital July 1996 - December 2002
Donaldson, Lufkin & Jenrette 1992 - 1994
Skills
LBO, Private Equity
Education
Harvard Business School 1994 — 1996
MBA
Harvard Business School 1994 — 1996
MBA
University of Pennsylvania 1988 — 1992
BSE, Finance
Harvest Partners October 2010 - Present
Apax Partners 2003 - 2007
Bain Capital July 1996 - December 2002
Donaldson, Lufkin & Jenrette 1992 - 1994
Skills
LBO, Private Equity
Education
Harvard Business School 1994 — 1996
MBA
Harvard Business School 1994 — 1996
MBA
University of Pennsylvania 1988 — 1992
BSE, Finance
Kathy Daly's Donaldson, Lufkin & Jenrette Experience 1995 - 2001
Job Managed Solutions Barclays Wealth and Investment Management
Industry Financial Services
Experience
Barclays Wealth and Investment Management May 2014 - Present
Barclays Wealth and Investment Management May 2012 - April 2014
U.S Trust - Bank of America August 2011 - May 2012
U.S. Trust - Bank of America 2006 - 2011
Jefferies & Company 2005 - 2006
Merrill Lynch 2001 - 2005
Donaldson, Lufkin & Jenrette 1995 - 2001
Deloitte 1990 - 1997
Bankers Trust Co Of Sd 1991 - 1993
Skills
Financial Risk, Operational Risk..., Mutual Funds, Wealth Management..., Sarbanes-Oxley Act, Enterprise Risk..., AML, Asset Managment, Change Management, Business Strategy, ERISA, Internal Controls, Program Management, Financial Reporting, KYC, Private Equity, Private Banking, Investment Banking, Internal Audit, Management Reporting, Business Process..., Problem Solving, Strategic Planning, Auditing
Education
Florida State University
BA
Seton Hall University
MBA
Barclays Wealth and Investment Management May 2014 - Present
Barclays Wealth and Investment Management May 2012 - April 2014
U.S Trust - Bank of America August 2011 - May 2012
U.S. Trust - Bank of America 2006 - 2011
Jefferies & Company 2005 - 2006
Merrill Lynch 2001 - 2005
Donaldson, Lufkin & Jenrette 1995 - 2001
Deloitte 1990 - 1997
Bankers Trust Co Of Sd 1991 - 1993
Skills
Financial Risk, Operational Risk..., Mutual Funds, Wealth Management..., Sarbanes-Oxley Act, Enterprise Risk..., AML, Asset Managment, Change Management, Business Strategy, ERISA, Internal Controls, Program Management, Financial Reporting, KYC, Private Equity, Private Banking, Investment Banking, Internal Audit, Management Reporting, Business Process..., Problem Solving, Strategic Planning, Auditing
Education
Florida State University
BA
Seton Hall University
MBA
Rebecca Ginzburg's Donaldson, Lufkin & Jenrette Experience June 1997 - February 1998
Job Chief Operating Officer at Junto Capital Management LP
Industry Financial Services
Experience
Junto Capital Management LP April 2013 - Present
Viking Global Investors January 2008 - January 2013
Viking Global Investors September 2006 - December 2007
Viking Global Investors February 2000 - September 2006
Pequot Capital February 1998 - January 2000
Donaldson, Lufkin & Jenrette June 1997 - February 1998
Arthur Andersen LLP September 1994 - June 1997
Education
Emory University - Goizueta Business School 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Junto Capital Management LP April 2013 - Present
Viking Global Investors January 2008 - January 2013
Viking Global Investors September 2006 - December 2007
Viking Global Investors February 2000 - September 2006
Pequot Capital February 1998 - January 2000
Donaldson, Lufkin & Jenrette June 1997 - February 1998
Arthur Andersen LLP September 1994 - June 1997
Education
Emory University - Goizueta Business School 1990 — 1994
Bachelor of Business Administration (BBA), Accounting
Anders Richardson's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Managing Director at Palisades Ventures
Industry Investment Management
Experience
Palisades Ventures 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2000
Brown Brothers Harriman 1993 - 1996
Education
Harvard Business School 1996 — 1998
Master of Business Administration (MBA)
Harvard University 1989 — 1993
Bachelor of Arts (BA), East Asian Studies
Palisades Ventures 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2000
Brown Brothers Harriman 1993 - 1996
Education
Harvard Business School 1996 — 1998
Master of Business Administration (MBA)
Harvard University 1989 — 1993
Bachelor of Arts (BA), East Asian Studies
Anthony Magistro's Donaldson, Lufkin & Jenrette Experience December 1995 - April 1998
Job Consultant
Industry Computer Software
Experience
Credit Suisse May 2013 - Present
Self-employed May 1998 - Present
NYSE Euronext February 2012 - May 2013
Credit Suisse June 2008 - December 2011
SIAC / NYSE January 2006 - June 2008
ION Trading December 2004 - December 2005
Credit Suisse December 1999 - December 2004
Chase Bank May 1998 - November 1999
Donaldson, Lufkin & Jenrette December 1995 - April 1998
EDS September 1995 - December 1995
Skills
Custom Software..., .NET, Linux, C++, C#, Java, Tomcat, TCP/IP, TIBCO, EMS, Scripting, WebSphere MQ, Automation, Testing, Messaging, Real Time Monitoring, Transaction Processing, Straight Through..., Microsoft SQL Server, Sybase, SQL, HP NonStop, Performance Improvement, TACL, NonStop SQL, Fixed Income, Credit Trading, Mission Critical, Troubleshooting, Bloomberg TOMS, Multithreading, VBScript, Servlets, Programming, Trading Systems, Performance Tuning, Swing, SDLC, Business Analysis, Databases
Education
Fordham University 1983 — 1987
BS, Computer Science
Credit Suisse May 2013 - Present
Self-employed May 1998 - Present
NYSE Euronext February 2012 - May 2013
Credit Suisse June 2008 - December 2011
SIAC / NYSE January 2006 - June 2008
ION Trading December 2004 - December 2005
Credit Suisse December 1999 - December 2004
Chase Bank May 1998 - November 1999
Donaldson, Lufkin & Jenrette December 1995 - April 1998
EDS September 1995 - December 1995
Skills
Custom Software..., .NET, Linux, C++, C#, Java, Tomcat, TCP/IP, TIBCO, EMS, Scripting, WebSphere MQ, Automation, Testing, Messaging, Real Time Monitoring, Transaction Processing, Straight Through..., Microsoft SQL Server, Sybase, SQL, HP NonStop, Performance Improvement, TACL, NonStop SQL, Fixed Income, Credit Trading, Mission Critical, Troubleshooting, Bloomberg TOMS, Multithreading, VBScript, Servlets, Programming, Trading Systems, Performance Tuning, Swing, SDLC, Business Analysis, Databases
Education
Fordham University 1983 — 1987
BS, Computer Science
Edward Jones
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation