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
Will Thoms, CEP Will Thoms, CEP's Donaldson, Lufkin & Jenrette Experience December 1992 - November 2000
Job Sr. VP Investments at UBS Financial Services, Inc.
Industry Financial Services
Experience
UBS Financial Services, Inc. November 2008 - Present
Jefferies & Company November 2004 - November 2008
Credit Suisse First Boston November 2000 - November 2004
Donaldson, Lufkin & Jenrette December 1992 - November 2000
Education
Lake Forest College 1987 — 1991
B.A., Economics
UBS Financial Services, Inc. November 2008 - Present
Jefferies & Company November 2004 - November 2008
Credit Suisse First Boston November 2000 - November 2004
Donaldson, Lufkin & Jenrette December 1992 - November 2000
Education
Lake Forest College 1987 — 1991
B.A., Economics
Randee Stypulkowski Randee Stypulkowski's Donaldson, Lufkin & Jenrette Experience 1993 - 2001
Job Director, Global Head of Business Services at BlackRock
Industry Financial Services
Experience
BlackRock June 2013 - Present
BlackRock January 2011 - June 2013
AIG 2003 - 2010
Credit Suisse 2001 - 2003
Donaldson, Lufkin & Jenrette 1993 - 2001
ITT Sheraton 1991 - 1993
American Airlines 1989 - 1991
Skills
Management, Vendor Management, Contract Negotiation, Strategy, Sales, Marketing, Business Strategy, Event Management, Risk Management, Change Management
Education
Iona College
MBA, Marketing
BlackRock June 2013 - Present
BlackRock January 2011 - June 2013
AIG 2003 - 2010
Credit Suisse 2001 - 2003
Donaldson, Lufkin & Jenrette 1993 - 2001
ITT Sheraton 1991 - 1993
American Airlines 1989 - 1991
Skills
Management, Vendor Management, Contract Negotiation, Strategy, Sales, Marketing, Business Strategy, Event Management, Risk Management, Change Management
Education
Iona College
MBA, Marketing
Brad Bullock Brad Bullock's Donaldson, Lufkin & Jenrette Experience January 1997 - January 1998
Job Partnerships Manager at Lending Club
Industry Information Technology and Services
Experience
Lending Club April 2015 - Present
Lending Club July 2014 - April 2015
New Relic November 2013 - July 2014
ClearSlide November 2012 - October 2013
Gerson Lehrman Group January 2011 - November 2012
The Macquarie Group January 2008 - February 2011
Leerink Swann LLC July 2004 - January 2008
Commerce One July 2000 - May 2003
Merrill Lynch January 1998 - December 1999
Donaldson, Lufkin & Jenrette January 1997 - January 1998
Skills
Sales, SaaS, Start-ups, New Business Development, Investments, Account Management, Business Development, Enterprise Software, Solution Selling, Equity Research, Leadership, Venture Capital
Education
Ithaca College 1990 — 1994
Bachelor of Arts (B.A.), History
NYU School of Professional Studies 2007 — 2007
Certificate, Financial Accounting
Kimball Union Academy 1986 — 1990
Diploma, General
Lending Club April 2015 - Present
Lending Club July 2014 - April 2015
New Relic November 2013 - July 2014
ClearSlide November 2012 - October 2013
Gerson Lehrman Group January 2011 - November 2012
The Macquarie Group January 2008 - February 2011
Leerink Swann LLC July 2004 - January 2008
Commerce One July 2000 - May 2003
Merrill Lynch January 1998 - December 1999
Donaldson, Lufkin & Jenrette January 1997 - January 1998
Skills
Sales, SaaS, Start-ups, New Business Development, Investments, Account Management, Business Development, Enterprise Software, Solution Selling, Equity Research, Leadership, Venture Capital
Education
Ithaca College 1990 — 1994
Bachelor of Arts (B.A.), History
NYU School of Professional Studies 2007 — 2007
Certificate, Financial Accounting
Kimball Union Academy 1986 — 1990
Diploma, General
Laura Iverson Laura Iverson's Donaldson, Lufkin & Jenrette Experience 1996 - 1999
Job Wine Sales and Marketing Consultant
Industry Wine and Spirits
Experience
Foster's Wine Estates 2003 - 2007
NBC Internet 1999 - 2001
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Business Strategy, Strategy, Wine, Marketing Communications, Strategic Partnerships, Marketing Strategy, Customer Service
Education
Wine & Spirit Educational Trust, London 2004 — 2006
Diploma with Distinction
INSEAD 2001 — 2002
MBA
Wellesley College 1992 — 1996
Bachelor of Arts (BA) Magna cum Laude, History
Foster's Wine Estates 2003 - 2007
NBC Internet 1999 - 2001
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Business Strategy, Strategy, Wine, Marketing Communications, Strategic Partnerships, Marketing Strategy, Customer Service
Education
Wine & Spirit Educational Trust, London 2004 — 2006
Diploma with Distinction
INSEAD 2001 — 2002
MBA
Wellesley College 1992 — 1996
Bachelor of Arts (BA) Magna cum Laude, History
Brian Seickel Brian Seickel's Donaldson, Lufkin & Jenrette Experience 1993 - 1994
Job Capital Markets Manager at Santander Consumer USA Inc.
Industry Financial Services
Experience
Santander Consumer USA Inc. August 2013 - Present
Ford Motor Company August 2012 - August 2013
Ford Motor Company May 2011 - August 2012
Ford Motor Company May 2010 - August 2010
Personal Account 2002 - 2008
Credit Agricole Indosuez 2001 - 2002
JPMorgan Chase 1995 - 2001
Charter Financial Corp 1994 - 1995
Donaldson, Lufkin & Jenrette 1993 - 1994
J.P. Morgan 1992 - 1993
Skills
Portfolio Management, Financial Modeling, Fixed Income, Investments, Trading, Defined Benefit Pensions, Risk Management, Interest Rate..., Buy-side, Sell Side, Asset Management, Due Diligence, Hedge Funds, Analysis, Strategy, Business Strategy
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance and Operations
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Economics, Finance
Santander Consumer USA Inc. August 2013 - Present
Ford Motor Company August 2012 - August 2013
Ford Motor Company May 2011 - August 2012
Ford Motor Company May 2010 - August 2010
Personal Account 2002 - 2008
Credit Agricole Indosuez 2001 - 2002
JPMorgan Chase 1995 - 2001
Charter Financial Corp 1994 - 1995
Donaldson, Lufkin & Jenrette 1993 - 1994
J.P. Morgan 1992 - 1993
Skills
Portfolio Management, Financial Modeling, Fixed Income, Investments, Trading, Defined Benefit Pensions, Risk Management, Interest Rate..., Buy-side, Sell Side, Asset Management, Due Diligence, Hedge Funds, Analysis, Strategy, Business Strategy
Education
Indiana University - Kelley School of Business 2009 — 2011
MBA, Finance and Operations
New York University - Leonard N. Stern School of Business 1989 — 1993
BS, Economics, Finance
Patricia Mazzone Patricia Mazzone's Donaldson, Lufkin & Jenrette Experience November 1985 - March 1987
Job Owner & Soap Artist at Soaperfection
Industry Security and Investigations
Experience
Soaperfection September 2014 - Present
Internal Revenue Service November 2012 - Present
DHS/TSA February 2005 - October 2012
Blue Heron Studio November 2000 - September 2008
Memorylane Antiques & Collectibles September 2001 - June 2006
Skullduggery Custom Arts September 1989 - November 2000
Maimonides Medical Center September 1999 - March 2000
Characters Typographical Service March 1987 - June 1989
Donaldson, Lufkin & Jenrette November 1985 - March 1987
Grafixations June 1982 - November 1985
Skills
Customer Service, Data Entry, Leadership, Process Scheduler, Management, Public Speaking, Microsoft Office, Public Relations, Negotiation, Training, Microsoft Excel, Research, Government, Coaching, Contract Negotiation, Social Media Marketing, Process Improvement, Enforcement, Emergency Management, Minitab, Program Management, Budgets, Sales, Strategic Planning, Social Networking, Microsoft Word, Advertising, PowerPoint, Team Leadership, Event Management, Human Resources, Inventory Management, Analysis, Team Building, Marketing, Fundraising, Leadership Development, Event Planning, Social Media, Recruiting, Interviews, Tactical..., Cyber Security, IT Management
Education
Southern New Hampshire University 2012 — 2014
Bachelor's Degree, Cyber Security, 3.62 GPA Cum Laude
Granite State College 2009 — 2010
Associates, 2010
Long Island University
Soaperfection September 2014 - Present
Internal Revenue Service November 2012 - Present
DHS/TSA February 2005 - October 2012
Blue Heron Studio November 2000 - September 2008
Memorylane Antiques & Collectibles September 2001 - June 2006
Skullduggery Custom Arts September 1989 - November 2000
Maimonides Medical Center September 1999 - March 2000
Characters Typographical Service March 1987 - June 1989
Donaldson, Lufkin & Jenrette November 1985 - March 1987
Grafixations June 1982 - November 1985
Skills
Customer Service, Data Entry, Leadership, Process Scheduler, Management, Public Speaking, Microsoft Office, Public Relations, Negotiation, Training, Microsoft Excel, Research, Government, Coaching, Contract Negotiation, Social Media Marketing, Process Improvement, Enforcement, Emergency Management, Minitab, Program Management, Budgets, Sales, Strategic Planning, Social Networking, Microsoft Word, Advertising, PowerPoint, Team Leadership, Event Management, Human Resources, Inventory Management, Analysis, Team Building, Marketing, Fundraising, Leadership Development, Event Planning, Social Media, Recruiting, Interviews, Tactical..., Cyber Security, IT Management
Education
Southern New Hampshire University 2012 — 2014
Bachelor's Degree, Cyber Security, 3.62 GPA Cum Laude
Granite State College 2009 — 2010
Associates, 2010
Long Island University
Leanne Evans's Donaldson, Lufkin & Jenrette Experience September 2000 - January 2001
Job Executive Secretary at Joint Commission
Industry Hospital & Health Care
Experience
Joint Commission Center for Transforming Healthcare February 2014 - Present
Financial Investments Corporation November 2013 - February 2014
Topin & Associates December 2008 - October 2013
Chemex of Northern Illinois July 2007 - December 2008
Joliet PainCare Center September 2005 - June 2007
Ocwen Financial January 2005 - August 2005
Credit Suisse First Boston 2001 - 2004
Donaldson, Lufkin & Jenrette September 2000 - January 2001
Avondale Funding.com June 1999 - September 2000
G&K Services June 1998 - May 1999
Skills
Bonded Notary Public, Typing speed 75+ wpm, Administrative..., Office Management, Microsoft Excel, Event Planning, Employee Relations, PowerPoint, Outlook, Human Resources, Customer Service, Recruiting, Team Building, Microsoft Word, Benefits Administration, Typing, Payroll, Management, Sales, Access, Leadership, Customer Satisfaction, Social Media, Policy, Event Management, Training, Employee Benefits, Marketing, Public Relations, Marketing Communications, Integrated Marketing, Social Networking, Market Research, Email Marketing, Accounting, Advertising, Project Planning, Account Management, Process Scheduler, Time Management, Healthcare, Social Media Marketing, Facebook, Interactive Marketing, Direct Mail, Microsoft Office, Trade Shows, Strategy, Digital Marketing, Brand Development
Education
Moraine Valley Community College 2003 — 2008
A.A.S.
Moraine Valley Community College 1999 — 2003
A.A.S.
Oak Lawn High School 1984 — 1988
Diploma
Joint Commission Center for Transforming Healthcare February 2014 - Present
Financial Investments Corporation November 2013 - February 2014
Topin & Associates December 2008 - October 2013
Chemex of Northern Illinois July 2007 - December 2008
Joliet PainCare Center September 2005 - June 2007
Ocwen Financial January 2005 - August 2005
Credit Suisse First Boston 2001 - 2004
Donaldson, Lufkin & Jenrette September 2000 - January 2001
Avondale Funding.com June 1999 - September 2000
G&K Services June 1998 - May 1999
Skills
Bonded Notary Public, Typing speed 75+ wpm, Administrative..., Office Management, Microsoft Excel, Event Planning, Employee Relations, PowerPoint, Outlook, Human Resources, Customer Service, Recruiting, Team Building, Microsoft Word, Benefits Administration, Typing, Payroll, Management, Sales, Access, Leadership, Customer Satisfaction, Social Media, Policy, Event Management, Training, Employee Benefits, Marketing, Public Relations, Marketing Communications, Integrated Marketing, Social Networking, Market Research, Email Marketing, Accounting, Advertising, Project Planning, Account Management, Process Scheduler, Time Management, Healthcare, Social Media Marketing, Facebook, Interactive Marketing, Direct Mail, Microsoft Office, Trade Shows, Strategy, Digital Marketing, Brand Development
Education
Moraine Valley Community College 2003 — 2008
A.A.S.
Moraine Valley Community College 1999 — 2003
A.A.S.
Oak Lawn High School 1984 — 1988
Diploma
Robert Dobilas Robert Dobilas's Donaldson, Lufkin & Jenrette Experience February 1997 - March 2000
Job Managing Partner at Orchard Strategic Advisors, LLC Capital backed advisory solutions www.orchardsa.com
Industry Financial Services
Experience
Orchard Strategic Advisors, LLC March 2013 - Present
Morningstar May 2010 - November 2012
Capmark March 2000 - May 2010
Donaldson, Lufkin & Jenrette February 1997 - March 2000
Standard & Poor's July 1992 - February 1997
Skills
CMBS, Structured Finance, Securitization, MBS, Capital Markets, Asset Managment, ABS, Valuation, Portfolio Management, CDO, Fixed Income, Credit Analysis, Real Estate Economics, Mezzanine, Financial Structuring, Business Strategy, Asset Management, Commercial Mortgages, Credit Risk, Due Diligence, Finance, Financial Modeling, Mergers, Loans, Morningstar Direct, Securities
Education
Monmouth University 1996 — 1997
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1992
Bachelor of Science (BS)
Christian Brothers Academy
Orchard Strategic Advisors, LLC March 2013 - Present
Morningstar May 2010 - November 2012
Capmark March 2000 - May 2010
Donaldson, Lufkin & Jenrette February 1997 - March 2000
Standard & Poor's July 1992 - February 1997
Skills
CMBS, Structured Finance, Securitization, MBS, Capital Markets, Asset Managment, ABS, Valuation, Portfolio Management, CDO, Fixed Income, Credit Analysis, Real Estate Economics, Mezzanine, Financial Structuring, Business Strategy, Asset Management, Commercial Mortgages, Credit Risk, Due Diligence, Finance, Financial Modeling, Mergers, Loans, Morningstar Direct, Securities
Education
Monmouth University 1996 — 1997
Master of Business Administration (MBA)
Rutgers, The State University of New Jersey-New Brunswick 1989 — 1992
Bachelor of Science (BS)
Christian Brothers Academy
Ken Viellieu Ken Viellieu's Donaldson, Lufkin & Jenrette Experience February 1991 - March 2001
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2008 - Present
Bear Stearns June 2001 - June 2008
Donaldson, Lufkin & Jenrette February 1991 - March 2001
Drexel Burnham July 1984 - February 1990
Arthur Andersen 1979 - 1982
Education
Indiana University Bloomington
Bachelor of Science (BS), Accounting
University of Chicago
Master of Business Administration (MBA), Finance, General
Moelis & Company June 2008 - Present
Bear Stearns June 2001 - June 2008
Donaldson, Lufkin & Jenrette February 1991 - March 2001
Drexel Burnham July 1984 - February 1990
Arthur Andersen 1979 - 1982
Education
Indiana University Bloomington
Bachelor of Science (BS), Accounting
University of Chicago
Master of Business Administration (MBA), Finance, General
Timothy Danaher's Donaldson, Lufkin & Jenrette Experience June 2000 - September 2000
Job VP, Finance at PAX Labs
Industry Financial Services
Experience
PAX Labs (formerly Ploom, Inc.) October 2014 - Present
Bellator MMA March 2010 - June 2014
Plainfield Asset Management March 2007 - March 2010
Credit Suisse July 2002 - March 2007
Credit Suisse June 2001 - September 2001
Donaldson, Lufkin & Jenrette June 2000 - September 2000
Education
Loyola University Maryland 1998 — 2002
Bachelor of Business Administration (BBA), International Business
PAX Labs (formerly Ploom, Inc.) October 2014 - Present
Bellator MMA March 2010 - June 2014
Plainfield Asset Management March 2007 - March 2010
Credit Suisse July 2002 - March 2007
Credit Suisse June 2001 - September 2001
Donaldson, Lufkin & Jenrette June 2000 - September 2000
Education
Loyola University Maryland 1998 — 2002
Bachelor of Business Administration (BBA), International Business
Brian Katz's Donaldson, Lufkin & Jenrette Experience August 1997 - October 1997
Job Director, EUC Mobility Strategy, Office of the CTO at VMware
Industry Pharmaceuticals
Experience
VMware March 2015 - Present
Sanofi October 2014 - March 2015
Sanofi June 2013 - October 2014
sanofi January 2011 - June 2013
sanofi-aventis May 2004 - January 2011
Sanofi September 2002 - May 2004
Valinor 1997 - 2002
Merrill Lynch January 2001 - October 2001
Merrill Lynch October 1997 - January 2001
Donaldson, Lufkin & Jenrette August 1997 - October 1997
Skills
IT Strategy, Disaster Recovery, Business Intelligence, Enterprise Architecture, Project Management, Product Management, Mobile Devices, Servers, Enterprise Software, Virtualization, Pharmaceutical Industry, Engineering, Cross-functional Team..., Mobile Technology, Mobile Design, Mobile Applications, Mobile Strategy, Start-up Consulting, Startup Development
Education
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
VMware March 2015 - Present
Sanofi October 2014 - March 2015
Sanofi June 2013 - October 2014
sanofi January 2011 - June 2013
sanofi-aventis May 2004 - January 2011
Sanofi September 2002 - May 2004
Valinor 1997 - 2002
Merrill Lynch January 2001 - October 2001
Merrill Lynch October 1997 - January 2001
Donaldson, Lufkin & Jenrette August 1997 - October 1997
Skills
IT Strategy, Disaster Recovery, Business Intelligence, Enterprise Architecture, Project Management, Product Management, Mobile Devices, Servers, Enterprise Software, Virtualization, Pharmaceutical Industry, Engineering, Cross-functional Team..., Mobile Technology, Mobile Design, Mobile Applications, Mobile Strategy, Start-up Consulting, Startup Development
Education
Massachusetts Institute of Technology 1987 — 1991
BS, Mechanical Engineering
Norbert Naths Norbert Naths's Donaldson, Lufkin & Jenrette Experience 1995 - 1996
Job Account Executive at LT Trust
Industry Financial Services
Experience
LT Trust, formally known as Lincoln Trust 2015 - Present
Guardian Retirement Solutions 2014 - 2015
Great-West Financial 2005 - 2013
LPL Financial 2003 - 2005
Trust Company of America 2002 - 2003
Rydex Investments 1998 - 2002
Salomon Brothers 1996 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1996
Skills
Mutual Funds, 401k, Investments, Series 63, Series 7, Retirement Planning, Retirement Plan..., Asset Allocation, Employee Benefits, Defined Benefit, Series 65, Defined Contribution, Profit Sharing, Insurance, Finance, Financial Advisory, Management
Education
Lehigh University 1991 — 1995
BS, Finance
Summit High
LT Trust, formally known as Lincoln Trust 2015 - Present
Guardian Retirement Solutions 2014 - 2015
Great-West Financial 2005 - 2013
LPL Financial 2003 - 2005
Trust Company of America 2002 - 2003
Rydex Investments 1998 - 2002
Salomon Brothers 1996 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1996
Skills
Mutual Funds, 401k, Investments, Series 63, Series 7, Retirement Planning, Retirement Plan..., Asset Allocation, Employee Benefits, Defined Benefit, Series 65, Defined Contribution, Profit Sharing, Insurance, Finance, Financial Advisory, Management
Education
Lehigh University 1991 — 1995
BS, Finance
Summit High
Alan Perlis Alan Perlis's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job Chief Operating Officer at Knightstone Capital Management Inc.
Industry Investment Management
Experience
Knightstone Capital Management Inc. January 2013 - Present
Livia Capital Management 2007 - 2013
The Rose Corporation January 2005 - January 2008
GDL Management 2003 - 2004
Starwood Hotels & Resorts Worldwide, Inc. 2001 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2001
Skills
Due Diligence, Mergers, Valuation, Asset Management, Restructuring, Dispositions, Negotiation, Real Estate, Financial Analysis, Strategic Planning, Corporate Finance, Private Equity
Education
McGill University
BCOM
Knightstone Capital Management Inc. January 2013 - Present
Livia Capital Management 2007 - 2013
The Rose Corporation January 2005 - January 2008
GDL Management 2003 - 2004
Starwood Hotels & Resorts Worldwide, Inc. 2001 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2001
Skills
Due Diligence, Mergers, Valuation, Asset Management, Restructuring, Dispositions, Negotiation, Real Estate, Financial Analysis, Strategic Planning, Corporate Finance, Private Equity
Education
McGill University
BCOM
Gina McCollum-Crowder Gina McCollum-Crowder's Donaldson, Lufkin & Jenrette Experience 1997 - 2001
Job Power of Negotiation & Strength of Character
Industry Real Estate
Experience
Self-employed Associate BrokerRE/MAXJanuary 2010 - Present
Weichert, Realtors December 2003 - January 2010
JPMorgan Chase & Co. July 2001 - December 2003
Donaldson, Lufkin & Jenrette 1997 - 2001
Pershing, a BNY Mellon company 1992 - 1997
Mid Monmouth Financial Cncpts 1992 - 1992
Skills
New Castle County Board..., DE State REALTOR of The..., REALTOR Spirit Award..., Weichert Realtors..., Basic Mediation Training, 100% Sales Club for..., Previously Series 7,..., Licensed REALTOR DE, PA..., Previously Licensed..., Sellers, Marketing, Customer Service, Sales, Team Building, Single Family Homes, Real Estate, Sales Management, New Business Development, Negotiation, Strategic Planning, Contract Negotiation, Marketing Strategy, Relocation, Contractors, Buyer Representation, Residential Homes, First Time Home Buyers, Short Sales, Referrals, Real Estate Transactions, Investment Properties, Foreclosures, Condos, New Home Sales, Listings, REO
Education
Saint Peter's University 1998 — 2000
Master of Business Administration (MBA), Management Information Systems and Services
Monmouth University 1992 — 1996
Finance & Management
Self-employed Associate BrokerRE/MAXJanuary 2010 - Present
Weichert, Realtors December 2003 - January 2010
JPMorgan Chase & Co. July 2001 - December 2003
Donaldson, Lufkin & Jenrette 1997 - 2001
Pershing, a BNY Mellon company 1992 - 1997
Mid Monmouth Financial Cncpts 1992 - 1992
Skills
New Castle County Board..., DE State REALTOR of The..., REALTOR Spirit Award..., Weichert Realtors..., Basic Mediation Training, 100% Sales Club for..., Previously Series 7,..., Licensed REALTOR DE, PA..., Previously Licensed..., Sellers, Marketing, Customer Service, Sales, Team Building, Single Family Homes, Real Estate, Sales Management, New Business Development, Negotiation, Strategic Planning, Contract Negotiation, Marketing Strategy, Relocation, Contractors, Buyer Representation, Residential Homes, First Time Home Buyers, Short Sales, Referrals, Real Estate Transactions, Investment Properties, Foreclosures, Condos, New Home Sales, Listings, REO
Education
Saint Peter's University 1998 — 2000
Master of Business Administration (MBA), Management Information Systems and Services
Monmouth University 1992 — 1996
Finance & Management
Julie Andrews Julie Andrews's Donaldson, Lufkin & Jenrette Experience November 1989 - March 1996
Job Realtor
Industry Real Estate
Experience
Keller Williams Realty, Beverly, MA September 2014 - Present
Donaldson, Lufkin & Jenrette November 1989 - March 1996
Executive House Hotel July 1988 - August 1989
Skills
Coaching, Customer Service, Nonprofits, Personal Development, Public Relations, Public Speaking, Real Estate Transactions, Sellers, Small Business, Social Media, Social Media Marketing, Strategic Planning, Teaching, Team Building, Real Estate, Sales, Management, Investments, Marketing, Residential Homes, Negotiation, Investment Properties, First Time Home Buyers, Relocation
Education
Lawrence University 1983 — 1987
Bachelor's Degree, Economics
Rock Bridge High School 1980 — 1983
Keller Williams Realty, Beverly, MA September 2014 - Present
Donaldson, Lufkin & Jenrette November 1989 - March 1996
Executive House Hotel July 1988 - August 1989
Skills
Coaching, Customer Service, Nonprofits, Personal Development, Public Relations, Public Speaking, Real Estate Transactions, Sellers, Small Business, Social Media, Social Media Marketing, Strategic Planning, Teaching, Team Building, Real Estate, Sales, Management, Investments, Marketing, Residential Homes, Negotiation, Investment Properties, First Time Home Buyers, Relocation
Education
Lawrence University 1983 — 1987
Bachelor's Degree, Economics
Rock Bridge High School 1980 — 1983
Natalie Brinkman, AAMS Natalie Brinkman, AAMS's Donaldson, Lufkin & Jenrette Experience 1991 - 1994
Job LPL Financial Advisor & LPL Branch Manager at TurnKey Financial Mgmt LLC, Wealth Manager
Industry Financial Services
Experience
LPL Financial February 2012 - Present
Edward Jones June 2005 - February 2012
Piper Jaffray 1998 - 2005
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Investments, Financial Planning, Bonds, Retirement Planning, Series 7, Strategic Financial...
Education
University of Minnesota-Twin Cities
Metropolitan State University
Queens College
LPL Financial February 2012 - Present
Edward Jones June 2005 - February 2012
Piper Jaffray 1998 - 2005
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Investments, Financial Planning, Bonds, Retirement Planning, Series 7, Strategic Financial...
Education
University of Minnesota-Twin Cities
Metropolitan State University
Queens College
Christopher Harlin Christopher Harlin's Donaldson, Lufkin & Jenrette Experience April 1988 - July 1994
Job Midwest Institutional Sales at DoubleLine Group LP
Industry Financial Services
Experience
DoubleLine Group LP July 2015 - Present
Northern Trust Corporation January 2008 - May 2015
Lynch, Jones & Ryan July 1998 - May 2006
Capital Institutional Services, Inc. (CAPIS) December 1995 - July 1998
Donaldson, Lufkin & Jenrette April 1988 - July 1994
Skills
Asset Management, Asset Based Lending, Asset Based Finance, Mutual Funds, Asset-backed..., Global Custody, Fixed Income Strategies, Alternative Investments, Series 7, Series 63, Equities, Equity Capital Markets, Capital Markets, Fund Of Funds, Fixed Income, Hedge Funds, Investments, Securities, Asset Allocation, Investment Management, Investment Strategies, Trading
Education
Ithaca College
Bachelor of Arts (B.A.), Psychology
DoubleLine Group LP July 2015 - Present
Northern Trust Corporation January 2008 - May 2015
Lynch, Jones & Ryan July 1998 - May 2006
Capital Institutional Services, Inc. (CAPIS) December 1995 - July 1998
Donaldson, Lufkin & Jenrette April 1988 - July 1994
Skills
Asset Management, Asset Based Lending, Asset Based Finance, Mutual Funds, Asset-backed..., Global Custody, Fixed Income Strategies, Alternative Investments, Series 7, Series 63, Equities, Equity Capital Markets, Capital Markets, Fund Of Funds, Fixed Income, Hedge Funds, Investments, Securities, Asset Allocation, Investment Management, Investment Strategies, Trading
Education
Ithaca College
Bachelor of Arts (B.A.), Psychology
Mary Christine Moy's Donaldson, Lufkin & Jenrette Experience May 2000 - October 2000
Job Vice President at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley June 2005 - Present
First Fax October 2004 - June 2005
Prudential Financial October 2000 - July 2004
Donaldson, Lufkin & Jenrette May 2000 - October 2000
Paine Webber September 1996 - May 2000
Alex Brown & Sons June 1995 - May 1996
Skills
Series 7, Series 63, Series 55, Foreign Languages, Investment Banking, Fixed Income, Capital Markets, Equities, Securities, ETFs, Equity Trading, Trading Systems, Bloomberg, Equity Derivatives, Options, Trading, Financial Markets, Bloomberg Terminal, Trading Strategies, Wealth Management..., Market Data, Financial Services, Back Office, Electronic Trading, FINRA, Investments, Equity Research, Alternative Investments, Hedge Funds, Derivatives, Wealth Management
Education
Canisius College 1990 — 1995
Bachelor of Science (BS), Political Science and Government/ Pre-Law
Jinan University 1991 — 1992
Mandarin & Cantonese Language
Morgan Stanley June 2005 - Present
First Fax October 2004 - June 2005
Prudential Financial October 2000 - July 2004
Donaldson, Lufkin & Jenrette May 2000 - October 2000
Paine Webber September 1996 - May 2000
Alex Brown & Sons June 1995 - May 1996
Skills
Series 7, Series 63, Series 55, Foreign Languages, Investment Banking, Fixed Income, Capital Markets, Equities, Securities, ETFs, Equity Trading, Trading Systems, Bloomberg, Equity Derivatives, Options, Trading, Financial Markets, Bloomberg Terminal, Trading Strategies, Wealth Management..., Market Data, Financial Services, Back Office, Electronic Trading, FINRA, Investments, Equity Research, Alternative Investments, Hedge Funds, Derivatives, Wealth Management
Education
Canisius College 1990 — 1995
Bachelor of Science (BS), Political Science and Government/ Pre-Law
Jinan University 1991 — 1992
Mandarin & Cantonese Language
Jonathan Sadowsky Jonathan Sadowsky's Donaldson, Lufkin & Jenrette Experience June 1997 - February 1999
Job Fixed Income Portfolio Manager and Global Macroeconomic Strategist at Vaca Creek Asset Management
Industry Investment Management
Experience
Vaca Creek Asset Management LLC May 2010 - Present
Browndorf Private Equity Management March 2008 - February 2010
Wells Capital Management November 2007 - December 2007
Barclays Global Investors June 2002 - October 2007
Worldco Financial Services January 2002 - June 2002
American Century Investments May 2000 - November 2001
Merrill Lynch March 1999 - February 2000
Donaldson, Lufkin & Jenrette June 1997 - February 1999
NatWest June 1996 - May 1997
Citibank September 1993 - June 1996
Skills
Fixed Income, Derivatives, Hedge Funds, Trading, Portfolio Management, Asset Managment, Credit Derivatives, Equities, Eye for Details, Risk Management, Macroeconomics, Global Macro, Market Analysis, Macro Analysis, Portfolio Optimization, Modern Portfolio Theory, Federal Reserve, Market Research, Global Strategy, Asset Allocation, ETFs, Bonds, Investment Portfolio, Central Banks, ECB, CDS, Market Risk, Investment Strategies, Sovereign Debt, Commodity, Securities, MBS, Investments, Hedging, Trading Strategies, Monetary Policy, Liquidity Management, Liquidity Risk, Repo, Equity Derivatives, Investment Management, Investment Research, Options, Valuation, Emerging Markets, Quantitative Analytics, Financial Structuring, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Financial Engineering
Lehigh University 1989 — 1993
BS, Material Science and Engineering
Vaca Creek Asset Management LLC May 2010 - Present
Browndorf Private Equity Management March 2008 - February 2010
Wells Capital Management November 2007 - December 2007
Barclays Global Investors June 2002 - October 2007
Worldco Financial Services January 2002 - June 2002
American Century Investments May 2000 - November 2001
Merrill Lynch March 1999 - February 2000
Donaldson, Lufkin & Jenrette June 1997 - February 1999
NatWest June 1996 - May 1997
Citibank September 1993 - June 1996
Skills
Fixed Income, Derivatives, Hedge Funds, Trading, Portfolio Management, Asset Managment, Credit Derivatives, Equities, Eye for Details, Risk Management, Macroeconomics, Global Macro, Market Analysis, Macro Analysis, Portfolio Optimization, Modern Portfolio Theory, Federal Reserve, Market Research, Global Strategy, Asset Allocation, ETFs, Bonds, Investment Portfolio, Central Banks, ECB, CDS, Market Risk, Investment Strategies, Sovereign Debt, Commodity, Securities, MBS, Investments, Hedging, Trading Strategies, Monetary Policy, Liquidity Management, Liquidity Risk, Repo, Equity Derivatives, Investment Management, Investment Research, Options, Valuation, Emerging Markets, Quantitative Analytics, Financial Structuring, Fixed Income Strategies, Fixed Income Portfolio..., Fixed Income Analysis
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Financial Engineering
Lehigh University 1989 — 1993
BS, Material Science and Engineering
David C. Hauck, CPA's Donaldson, Lufkin & Jenrette Experience March 1993 - March 1998
Job Chief Operationg Officer/Client Portfolio Manager
Industry Investment Management
Experience
HGK Asset Management June 2013 - Present
HGK Asset Management, Inc. March 1999 - Present
Donaldson, Lufkin & Jenrette March 1993 - March 1998
Kidder Peabody October 1987 - March 1993
L.F. Rothschild March 1987 - October 1987
Prudential Bache Securities May 1985 - March 1987
KMS Corporate Brokers September 1982 - May 1985
Touche Ross & Co. 1978 - 1982
Education
Long Island University, C.W. Post Campus 1976 — 1979
Bachelor of Science, Accounting
HGK Asset Management June 2013 - Present
HGK Asset Management, Inc. March 1999 - Present
Donaldson, Lufkin & Jenrette March 1993 - March 1998
Kidder Peabody October 1987 - March 1993
L.F. Rothschild March 1987 - October 1987
Prudential Bache Securities May 1985 - March 1987
KMS Corporate Brokers September 1982 - May 1985
Touche Ross & Co. 1978 - 1982
Education
Long Island University, C.W. Post Campus 1976 — 1979
Bachelor of Science, Accounting
Marsha Bellamy Marsha Bellamy's Donaldson, Lufkin & Jenrette Experience February 1998 - September 2000
Job Executive Administrative Assistant
Industry Financial Services
Experience
Morgan Stanley April 2004 - February 2011
Credit Suisse First Boston September 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1998 - September 2000
Skills
Expertise in office..., Administrative..., Banking, Venture Capital, Marketing, Investments, Investment Banking, Equities, Spreadsheets, Derivatives, Budgets, Management
Education
Kingsborough Community College 1991 — 1993
Liberal Arts
Samuel J. Tilden High School 1984 — 1988
High School Diploma, Communication Arts Program
Morgan Stanley April 2004 - February 2011
Credit Suisse First Boston September 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1998 - September 2000
Skills
Expertise in office..., Administrative..., Banking, Venture Capital, Marketing, Investments, Investment Banking, Equities, Spreadsheets, Derivatives, Budgets, Management
Education
Kingsborough Community College 1991 — 1993
Liberal Arts
Samuel J. Tilden High School 1984 — 1988
High School Diploma, Communication Arts Program
Sheila Lamb Sheila Lamb's Donaldson, Lufkin & Jenrette Experience July 1999 - February 2002
Job Head of Institutional Marketing at Prudential Fixed Income
Industry Financial Services
Experience
Prudential Fixed Income February 2011 - Present
Clearbrook Financial November 2008 - January 2011
Hartford Investment Management October 2006 - March 2008
BlackRock September 2005 - September 2006
Columbia Management February 2002 - August 2005
Credit Suisse July 1999 - February 2002
Donaldson, Lufkin & Jenrette July 1999 - February 2002
Alliance Capital Management April 1990 - February 1997
Integrated Resources September 1985 - December 1989
Skills
Mutual Funds, Asset Managment, Hedge Funds, Investments, Fixed Income, Equities, Asset Allocation, Financial Services, Investment Management, Institutional Marketing
Education
Manhattanville College 1981 — 1983
BA, International Studies
Prudential Fixed Income February 2011 - Present
Clearbrook Financial November 2008 - January 2011
Hartford Investment Management October 2006 - March 2008
BlackRock September 2005 - September 2006
Columbia Management February 2002 - August 2005
Credit Suisse July 1999 - February 2002
Donaldson, Lufkin & Jenrette July 1999 - February 2002
Alliance Capital Management April 1990 - February 1997
Integrated Resources September 1985 - December 1989
Skills
Mutual Funds, Asset Managment, Hedge Funds, Investments, Fixed Income, Equities, Asset Allocation, Financial Services, Investment Management, Institutional Marketing
Education
Manhattanville College 1981 — 1983
BA, International Studies
Jeffrey Wlodarczak Jeffrey Wlodarczak's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job Principal and Media & Communications Analyst at Pivotal Research Group
Industry Financial Services
Experience
Pivotal Research Group 2009 - Present
Wachovia Securities, LLC 2003 - 2008
CIBC World Markets 1999 - 2002
Donaldson, Lufkin & Jenrette 1997 - 1999
ASB Capital Management 1996 - 1996
SNL Financial 1994 - 1995
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
Virginia Polytechnic Institute and State University 1990 — 1992
BA, History and Economics
Gonzaga College High School 1986 — 1988
Pivotal Research Group 2009 - Present
Wachovia Securities, LLC 2003 - 2008
CIBC World Markets 1999 - 2002
Donaldson, Lufkin & Jenrette 1997 - 1999
ASB Capital Management 1996 - 1996
SNL Financial 1994 - 1995
Education
Indiana University - Kelley School of Business 1995 — 1997
MBA, Finance
Virginia Polytechnic Institute and State University 1990 — 1992
BA, History and Economics
Gonzaga College High School 1986 — 1988
GIOVANNI CHRISTOPHER (JOHN CHRISTOPHER RUSSO) RUSSO GIOVANNI CHRISTOPHER (JOHN CHRISTOPHER RUSSO) RUSSO's Donaldson, Lufkin & Jenrette Experience July 1996 - December 2003
Job CURRENTLY RETIRED
Industry Military
Experience
DOD February 1987 - August 2007
Donaldson, Lufkin & Jenrette July 1996 - December 2003
Tommy Hilfiger 1997 - 2000
Skills
Military, Microsoft Office, DoD, Team Leadership, Customer Service, Program Management, Strategic Planning, Microsoft Excel, Quality Assurance, Government, Logistics, Training, Operations Management, Risk Management, PowerPoint, Leadership, Time Management, Team Building
Education
Naval War College 1988 — 1992
Laguardia Community College
Bachelor of Science (BS), Computer Science
United States Military Academy at West Point
International/Global Studies
University of Pennsylvania Law School
Legal Assistant/Paralegal/International Law and Legal Studies
DOD February 1987 - August 2007
Donaldson, Lufkin & Jenrette July 1996 - December 2003
Tommy Hilfiger 1997 - 2000
Skills
Military, Microsoft Office, DoD, Team Leadership, Customer Service, Program Management, Strategic Planning, Microsoft Excel, Quality Assurance, Government, Logistics, Training, Operations Management, Risk Management, PowerPoint, Leadership, Time Management, Team Building
Education
Naval War College 1988 — 1992
Laguardia Community College
Bachelor of Science (BS), Computer Science
United States Military Academy at West Point
International/Global Studies
University of Pennsylvania Law School
Legal Assistant/Paralegal/International Law and Legal Studies
Paige P. Metzger, CFP®'s Donaldson, Lufkin & Jenrette Experience 1990 - 1994
Job Senior Financial Professional at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch 2005 - Present
Summit Financial Resources 2002 - 2005
Donaldson, Lufkin & Jenrette 1990 - 1994
Shearson Lehman Hutton 1989 - 1990
Donaldson, Lufkin & Jenrette 1986 - 1989
Skills
Banking, Mortgage Lending, Financial Modeling, Fixed Income, Portfolio Management, Equities, Capital Markets, Trading, Strategic Partnerships, Series 7, Wealth Management, Management, Retirement Planning, Series 63, Investments, Finance, Asset Allocation, Securities, Investment Advisory, Mutual Funds, Financial Advisory, Investment Strategies, Equity Research, Alternative Investments, Corporate Finance, Private Equity, High Net Worth..., Options, Series 24, Series 65, Financial Markets, Retirement, Financial Planners, Financial Services, Fixed Annuities, Valuation, IRAs, Hedge Funds, Strategic Financial..., Equity Trading, Financial Analysis, Loans, ETFs, Estate Planning, Derivatives, Bloomberg, Relationship Management, Asset Management, Risk Management, Investment Banking
Education
New York University 2003 — 2004
Certified Financial Planner Certification
Skidmore College 1982 — 1986
BS, Business
Richmond, The American International University in London 1985 — 1985
Finance, Marketing
Convent of the Sacred Heart 1969 — 1982
Merrill Lynch 2005 - Present
Summit Financial Resources 2002 - 2005
Donaldson, Lufkin & Jenrette 1990 - 1994
Shearson Lehman Hutton 1989 - 1990
Donaldson, Lufkin & Jenrette 1986 - 1989
Skills
Banking, Mortgage Lending, Financial Modeling, Fixed Income, Portfolio Management, Equities, Capital Markets, Trading, Strategic Partnerships, Series 7, Wealth Management, Management, Retirement Planning, Series 63, Investments, Finance, Asset Allocation, Securities, Investment Advisory, Mutual Funds, Financial Advisory, Investment Strategies, Equity Research, Alternative Investments, Corporate Finance, Private Equity, High Net Worth..., Options, Series 24, Series 65, Financial Markets, Retirement, Financial Planners, Financial Services, Fixed Annuities, Valuation, IRAs, Hedge Funds, Strategic Financial..., Equity Trading, Financial Analysis, Loans, ETFs, Estate Planning, Derivatives, Bloomberg, Relationship Management, Asset Management, Risk Management, Investment Banking
Education
New York University 2003 — 2004
Certified Financial Planner Certification
Skidmore College 1982 — 1986
BS, Business
Richmond, The American International University in London 1985 — 1985
Finance, Marketing
Convent of the Sacred Heart 1969 — 1982
Helen Vollmer Helen Vollmer's Donaldson, Lufkin & Jenrette Experience October 1998 - November 2000
Job Senior Vice President at UBS
Industry Investment Management
Experience
UBS December 2012 - Present
Morgan Stanley Wealth Management August 2007 - November 2012
Credit Suisse November 2000 - August 2007
Donaldson, Lufkin & Jenrette October 1998 - November 2000
Furman Selz, LLC April 1996 - October 1998
Citibank June 1989 - April 1996
Wells Fargo Bank 1986 - 1989
Crocker Bank 1974 - 1986
Education
Mills College 1971 — 1974
Bachelor of Arts
UBS December 2012 - Present
Morgan Stanley Wealth Management August 2007 - November 2012
Credit Suisse November 2000 - August 2007
Donaldson, Lufkin & Jenrette October 1998 - November 2000
Furman Selz, LLC April 1996 - October 1998
Citibank June 1989 - April 1996
Wells Fargo Bank 1986 - 1989
Crocker Bank 1974 - 1986
Education
Mills College 1971 — 1974
Bachelor of Arts
Jonathan Heine's Donaldson, Lufkin & Jenrette Experience 1988 - 1999
Job CEO/Founder at You Are Loved Foods (foods you love that love you, too)
Industry Food Production
Experience
You Are Loved Foods (foods you love that love you, too) September 2013 - Present
Greenridge Kola Real Estate September 2009 - March 2014
Greenridge Capital Partners, LLC 2002 - March 2014
Uptik Entertainment LLC August 2007 - December 2013
Greenridge Sterling Energy Fund June 2009 - July 2011
ABN AMRO Inc. 2000 - 2002
SAC Capital 1999 - 1999
Donaldson, Lufkin & Jenrette 1988 - 1999
Skills
Private Equity, Investment Banking, Mergers, Corporate Finance, Investments, Venture Capital, Equities, Valuation, Due Diligence, Capital Markets, Hedge Funds, Financial Modeling, Asset Managment, Financial Structuring, Banking
Education
University of Santa Monica 2004 — 2006
MA, Psychology
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA), Accounting and Finance
Manhattan School of Music 1979 — 1983
Bachelors of Music, Double Bass, Composing, Conducting
You Are Loved Foods (foods you love that love you, too) September 2013 - Present
Greenridge Kola Real Estate September 2009 - March 2014
Greenridge Capital Partners, LLC 2002 - March 2014
Uptik Entertainment LLC August 2007 - December 2013
Greenridge Sterling Energy Fund June 2009 - July 2011
ABN AMRO Inc. 2000 - 2002
SAC Capital 1999 - 1999
Donaldson, Lufkin & Jenrette 1988 - 1999
Skills
Private Equity, Investment Banking, Mergers, Corporate Finance, Investments, Venture Capital, Equities, Valuation, Due Diligence, Capital Markets, Hedge Funds, Financial Modeling, Asset Managment, Financial Structuring, Banking
Education
University of Santa Monica 2004 — 2006
MA, Psychology
University of Pennsylvania - The Wharton School 1986 — 1988
Master of Business Administration (MBA), Accounting and Finance
Manhattan School of Music 1979 — 1983
Bachelors of Music, Double Bass, Composing, Conducting
Mary Foster Mary Foster's Donaldson, Lufkin & Jenrette Experience October 1999 - December 2000
Job Financial Services
Industry Financial Services
Experience
Next Gen Capital Markets, Inc. January 2014 - April 2014
Next Gen Capital Markets, Inc. January 2014 - April 2014
Retail Manager 101 2013 - 2013
Retail Manager 101 2013 - 2013
Wedbush Securities June 2010 - August 2012
Citigroup January 2001 - October 2010
Sterne Agee November 2009 - May 2010
Donaldson, Lufkin & Jenrette October 1999 - December 2000
merck pharmceuticals 1992 - 1993
Skills
Equities, Series 7, Fixed Income, Securities, Bloomberg, Series 63, Trading, Options, FINRA, CRM, Management, Marketing, Back Office, Real Estate, Institutional..., Settlement, Series 65, Sales, Hedge Funds, Equity Research, Investments, Equity Trading, Capital Markets, Portfolio Management
Education
Houston Baptist University 1993 — 1993
Bachelor of Science (BS)
Texas A&M University 1988 — 1992
BS, Psychology, Accounting
Next Gen Capital Markets, Inc. January 2014 - April 2014
Next Gen Capital Markets, Inc. January 2014 - April 2014
Retail Manager 101 2013 - 2013
Retail Manager 101 2013 - 2013
Wedbush Securities June 2010 - August 2012
Citigroup January 2001 - October 2010
Sterne Agee November 2009 - May 2010
Donaldson, Lufkin & Jenrette October 1999 - December 2000
merck pharmceuticals 1992 - 1993
Skills
Equities, Series 7, Fixed Income, Securities, Bloomberg, Series 63, Trading, Options, FINRA, CRM, Management, Marketing, Back Office, Real Estate, Institutional..., Settlement, Series 65, Sales, Hedge Funds, Equity Research, Investments, Equity Trading, Capital Markets, Portfolio Management
Education
Houston Baptist University 1993 — 1993
Bachelor of Science (BS)
Texas A&M University 1988 — 1992
BS, Psychology, Accounting
Suzanne Sullivan Suzanne Sullivan's Donaldson, Lufkin & Jenrette Experience April 1996 - May 1999
Job Financial Experience currently focusing on local fundraising
Industry Fund-Raising
Experience
Village of Rockville Centre July 2006 - July 2007
Donaldson, Lufkin & Jenrette April 1996 - May 1999
Morgan Stanley April 1994 - April 1996
Skills
Fundraising, Event Planning, Non-profits, Volunteer Management, Nonprofits, Public Speaking, Community Outreach, Grant Writing, Public Relations, Strategic Planning, Program Development, Social Media Marketing, Marketing Communications, Team Building, Event Management, Marketing, Social Media, Leadership
Education
Manhattan College 1987 — 1991
Village of Rockville Centre July 2006 - July 2007
Donaldson, Lufkin & Jenrette April 1996 - May 1999
Morgan Stanley April 1994 - April 1996
Skills
Fundraising, Event Planning, Non-profits, Volunteer Management, Nonprofits, Public Speaking, Community Outreach, Grant Writing, Public Relations, Strategic Planning, Program Development, Social Media Marketing, Marketing Communications, Team Building, Event Management, Marketing, Social Media, Leadership
Education
Manhattan College 1987 — 1991
Liz DeVries Liz DeVries's Donaldson, Lufkin & Jenrette Experience 1983 - 1990
Job Realtor at Sonoran Properties GMAC Real Estate
Industry Real Estate
Experience
Sonoran Properties GMAC Real Estate May 2001 - Present
Tony Roma's A Place for Ribs June 1988 - July 2002
Donaldson, Lufkin & Jenrette 1983 - 1990
Education
Ithaca College 1977 — 1979
BA, Music nd Business
Sonoran Properties GMAC Real Estate May 2001 - Present
Tony Roma's A Place for Ribs June 1988 - July 2002
Donaldson, Lufkin & Jenrette 1983 - 1990
Education
Ithaca College 1977 — 1979
BA, Music nd Business
Frank Zilinyi Frank Zilinyi's Donaldson, Lufkin & Jenrette Experience July 1999 - July 2000
Job Voice Over Artist Free Lance
Industry Financial Services
Experience
Free Lance April 2008 - Present
Credit Suisse Securities (USA) LLC July 2000 - June 2008
Donaldson, Lufkin & Jenrette July 1999 - July 2000
Lehman Brothers September 1994 - July 1999
Education
Manhattan School of Music 1983 — 1985
ba, vocal performance
Free Lance April 2008 - Present
Credit Suisse Securities (USA) LLC July 2000 - June 2008
Donaldson, Lufkin & Jenrette July 1999 - July 2000
Lehman Brothers September 1994 - July 1999
Education
Manhattan School of Music 1983 — 1985
ba, vocal performance
Sean Deson Sean Deson's Donaldson, Lufkin & Jenrette Experience 1990 - 2000
Job Senior Managing Director at Deson & Co.
Industry Investment Banking
Experience
Deson & Co. May 2000 - Present
Donaldson, Lufkin & Jenrette 1990 - 2000
Skills
Mergers, Investment Banking, Private Equity, Valuation, Venture Capital, Capital Markets, Corporate Finance, Due Diligence, Equities, Investments, Financial Modeling, Asset Managment, Corporate Development, Leveraged Finance, Financial Analysis, Strategy, Finance, Portfolio Management, Real Estate, Joint Ventures, Mergers & Acquisitions, Management, Asset Management, Executive Management, Financial Structuring, Banking, Hedge Funds, Structured Finance, Restructuring, Business Valuation, Private Placements, Investor Relations, Emerging Markets, LBO, Securities, M&A experience, Acquisitions, Equity Research, Mezzanine, Capital Raising, Financial Risk, Business Analysis
Education
University of Michigan 1988 — 1990
MBA, Finance
University of Michigan 1981 — 1985
BS, Computer Technology
Kaplan University
MS, Accounting
Deson & Co. May 2000 - Present
Donaldson, Lufkin & Jenrette 1990 - 2000
Skills
Mergers, Investment Banking, Private Equity, Valuation, Venture Capital, Capital Markets, Corporate Finance, Due Diligence, Equities, Investments, Financial Modeling, Asset Managment, Corporate Development, Leveraged Finance, Financial Analysis, Strategy, Finance, Portfolio Management, Real Estate, Joint Ventures, Mergers & Acquisitions, Management, Asset Management, Executive Management, Financial Structuring, Banking, Hedge Funds, Structured Finance, Restructuring, Business Valuation, Private Placements, Investor Relations, Emerging Markets, LBO, Securities, M&A experience, Acquisitions, Equity Research, Mezzanine, Capital Raising, Financial Risk, Business Analysis
Education
University of Michigan 1988 — 1990
MBA, Finance
University of Michigan 1981 — 1985
BS, Computer Technology
Kaplan University
MS, Accounting
Hoyt Davidson Hoyt Davidson's Donaldson, Lufkin & Jenrette Experience August 1987 - August 2000
Job Owner, Near Earth LLC
Industry Investment Banking
Experience
Near Earth LLC March 2002 - Present
Credit Suisse First Boston August 2000 - February 2002
Donaldson, Lufkin & Jenrette August 1987 - August 2000
Skills
Venture Capital, Private Equity, Investment Banking, Mergers & Acquisitions, Mergers, Private Placements, Corporate Finance, Venture Financing, IPO, Finance, Equities, Corporate Development, Start-ups, Entrepreneurship, Telecommunications, Valuation, Satellite, LBO, Capital Raising, Business Strategy, Strategy, Angel Investing, Executive Management, M&A experience, Restructuring, Capital Structure, Investor Relations, Aerospace, Strategic Partnerships, Due Diligence, Program Management, Financial Advisory, Wireless, Strategic Planning, Emerging Markets, Leveraged Finance, Deal Sourcing, Marketing Strategy, Product Management, Financial Modeling, Business Development, Management, Business Planning, Capital Markets, Digital Media, Investments, Product Development, Consulting, Mutual Funds, Management Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
S.M., Finance
Massachusetts Institute of Technology 1975 — 1979
S.B., Physics
Near Earth LLC March 2002 - Present
Credit Suisse First Boston August 2000 - February 2002
Donaldson, Lufkin & Jenrette August 1987 - August 2000
Skills
Venture Capital, Private Equity, Investment Banking, Mergers & Acquisitions, Mergers, Private Placements, Corporate Finance, Venture Financing, IPO, Finance, Equities, Corporate Development, Start-ups, Entrepreneurship, Telecommunications, Valuation, Satellite, LBO, Capital Raising, Business Strategy, Strategy, Angel Investing, Executive Management, M&A experience, Restructuring, Capital Structure, Investor Relations, Aerospace, Strategic Partnerships, Due Diligence, Program Management, Financial Advisory, Wireless, Strategic Planning, Emerging Markets, Leveraged Finance, Deal Sourcing, Marketing Strategy, Product Management, Financial Modeling, Business Development, Management, Business Planning, Capital Markets, Digital Media, Investments, Product Development, Consulting, Mutual Funds, Management Consulting
Education
Massachusetts Institute of Technology - Sloan School of Management 1985 — 1987
S.M., Finance
Massachusetts Institute of Technology 1975 — 1979
S.B., Physics
Kristina McDonough Kristina McDonough's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Corporate Finance/Capital Sourcing Restaurants
Industry Financial Services
Experience
Capital Growth Advisors, LLC May 2013 - Present
Shore Capital Advisors LLC February 2009 - Present
RoundTable Financial Group October 2011 - December 2013
Bank of America July 2007 - December 2007
U.S. Trust August 2003 - July 2007
HVB February 2003 - July 2003
Credit Suisse August 2000 - February 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Lipper & Company, LLC January 1992 - February 1999
Citibank 1987 - 1991
Skills
Hedge Funds, Investor Relations, Alternative Investments, Asset Management, Private Equity, Fund Of Funds, Asset Managment, Product Development, Mergers & Acquisitions, Portfolio Management, Investments, Financial Advisory, Fixed Income, Asset Allocation, Emerging Markets, Mutual Funds, Valuation, Institutional..., Capital Markets, Financial Structuring, Investment Strategies, Wealth Management..., Investment Management, Derivatives, Equities, Financial Services, Finance, Capital, Funding, Capital Raising, Trading, Leveraged Finance
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
Lake Forest College 1982 — 1986
BA, Economics and Finance
Fountain Valley School
Fountain Valley School
Fountain Valley School
Capital Growth Advisors, LLC May 2013 - Present
Shore Capital Advisors LLC February 2009 - Present
RoundTable Financial Group October 2011 - December 2013
Bank of America July 2007 - December 2007
U.S. Trust August 2003 - July 2007
HVB February 2003 - July 2003
Credit Suisse August 2000 - February 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Lipper & Company, LLC January 1992 - February 1999
Citibank 1987 - 1991
Skills
Hedge Funds, Investor Relations, Alternative Investments, Asset Management, Private Equity, Fund Of Funds, Asset Managment, Product Development, Mergers & Acquisitions, Portfolio Management, Investments, Financial Advisory, Fixed Income, Asset Allocation, Emerging Markets, Mutual Funds, Valuation, Institutional..., Capital Markets, Financial Structuring, Investment Strategies, Wealth Management..., Investment Management, Derivatives, Equities, Financial Services, Finance, Capital, Funding, Capital Raising, Trading, Leveraged Finance
Education
The University of Chicago Booth School of Business 1987 — 1989
MBA, Finance
Lake Forest College 1982 — 1986
BA, Economics and Finance
Fountain Valley School
Fountain Valley School
Fountain Valley School
Amy Nichols Amy Nichols's Donaldson, Lufkin & Jenrette Experience May 1999 - April 2002
Job
Industry Marketing and Advertising
Experience
The Information May 2015 - Present
Amy Nichols Special Events 2005 - Present
VentureBeat September 2013 - May 2015
Zynga May 2012 - June 2013
InMobi September 2011 - May 2012
Charles Schwab October 2008 - April 2011
Williams-Sonoma, Inc January 2006 - October 2008
JPMorgan Chase May 2003 - December 2005
Donaldson, Lufkin & Jenrette May 1999 - April 2002
Credit Suisse 1999 - 2002
Skills
Cross-functional Team..., Integrated Marketing, Marketing Strategy, Marketing, Marketing Communications, Social Media Marketing, Project Management, Social Media, Brand Management, Product Marketing, Business Development, Advertising, Marketing Management, Leadership, Event Planning, Event Management, Corporate Events, Coordinating Events, Public Relations, Management, Internal Communications, Training, Budgets, Program Management, Newsletters
Education
Middlebury College 1993 — 1997
BA, American Literature & Spanish
The Cate School 1989 — 1993
High School Diploma
The Information May 2015 - Present
Amy Nichols Special Events 2005 - Present
VentureBeat September 2013 - May 2015
Zynga May 2012 - June 2013
InMobi September 2011 - May 2012
Charles Schwab October 2008 - April 2011
Williams-Sonoma, Inc January 2006 - October 2008
JPMorgan Chase May 2003 - December 2005
Donaldson, Lufkin & Jenrette May 1999 - April 2002
Credit Suisse 1999 - 2002
Skills
Cross-functional Team..., Integrated Marketing, Marketing Strategy, Marketing, Marketing Communications, Social Media Marketing, Project Management, Social Media, Brand Management, Product Marketing, Business Development, Advertising, Marketing Management, Leadership, Event Planning, Event Management, Corporate Events, Coordinating Events, Public Relations, Management, Internal Communications, Training, Budgets, Program Management, Newsletters
Education
Middlebury College 1993 — 1997
BA, American Literature & Spanish
The Cate School 1989 — 1993
High School Diploma
Thomas Southworth Diemar, CFP® Thomas Southworth Diemar, CFP®'s Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job Private Banker at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman May 2015 - Present
Fiduciary Trust Company September 2010 - May 2015
Beacon Trust Company December 2008 - September 2010
Peapack-Gladstone Bank January 2005 - December 2008
Merrill Lynch February 2003 - January 2005
Bear Stearns September 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Strategic Financial..., Investment Management, Trust & Estates
Education
Middlebury College 1996 — 2000
Bachelor of Arts, History
Tuck Business Bridge Program 1999 — 1999
Diploma
The Pingry School 1991 — 1996
Diploma
Far Hills Country Day School 1983 — 1991
Dimploma
Brown Brothers Harriman May 2015 - Present
Fiduciary Trust Company September 2010 - May 2015
Beacon Trust Company December 2008 - September 2010
Peapack-Gladstone Bank January 2005 - December 2008
Merrill Lynch February 2003 - January 2005
Bear Stearns September 2000 - February 2003
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Strategic Financial..., Investment Management, Trust & Estates
Education
Middlebury College 1996 — 2000
Bachelor of Arts, History
Tuck Business Bridge Program 1999 — 1999
Diploma
The Pingry School 1991 — 1996
Diploma
Far Hills Country Day School 1983 — 1991
Dimploma
John A. Baliotti II John A. Baliotti II's Donaldson, Lufkin & Jenrette Experience 1998 - 1999
Job Director of Marketing and Business Development at The ExOne Company
Industry Machinery
Experience
The ExOne Company March 2015 - Present
Janney Montgomery Scott June 2012 - February 2015
Collins Stewart LLC November 2011 - February 2012
Capital Counsel LLC 2010 - April 2011
FTN Equity Capital Markets 2006 - 2010
Fulcrum Global Partners 2003 - 2005
UBS Investment Bank 1999 - 2003
Donaldson, Lufkin & Jenrette 1998 - 1999
Sikorsky Aircraft 1991 - 1998
Skills
Mergers & Acquisitions, Equities, Equity Research, Hedge Funds, Series 7, Valuation, Capital Markets, Bloomberg, Financial Modeling, Investments, Portfolio Management, Asset Management, Alternative Investments, Mergers, Investment Banking, Securities, Fixed Income
Education
Lehigh University 1997 — 2000
BSME, Mechanical Engineering
The University of Connecticut School of Business 1992 — 1996
MBA, Finance
The ExOne Company March 2015 - Present
Janney Montgomery Scott June 2012 - February 2015
Collins Stewart LLC November 2011 - February 2012
Capital Counsel LLC 2010 - April 2011
FTN Equity Capital Markets 2006 - 2010
Fulcrum Global Partners 2003 - 2005
UBS Investment Bank 1999 - 2003
Donaldson, Lufkin & Jenrette 1998 - 1999
Sikorsky Aircraft 1991 - 1998
Skills
Mergers & Acquisitions, Equities, Equity Research, Hedge Funds, Series 7, Valuation, Capital Markets, Bloomberg, Financial Modeling, Investments, Portfolio Management, Asset Management, Alternative Investments, Mergers, Investment Banking, Securities, Fixed Income
Education
Lehigh University 1997 — 2000
BSME, Mechanical Engineering
The University of Connecticut School of Business 1992 — 1996
MBA, Finance
Connie Huang's Donaldson, Lufkin & Jenrette Experience August 1998 - June 2000
Job Learn. Adapt. Grow.
Industry Hospitality
Experience
Costello Consultants LLC July 2014 - Present
Caesars Entertainment Corporation March 2014 - June 2014
Corporate Operations July 2013 - October 2013
Blue Martini March 2011 - August 2013
Blue Martini March 2011 - October 2011
Chandler Unified School District May 2008 - June 2010
City School District of New Rochelle September 2003 - June 2008
Credit Suisse July 2000 - August 2002
Donaldson, Lufkin & Jenrette August 1998 - June 2000
Skills
Training, Leadership, Budgets, Human Resources, Sales, Staff Development, Policy, Customer Service, Payroll, Social Networking, Event Planning, Microsoft Office, Social Media, Public Speaking, Marketing, Operations Management, Hospitality, Social Media Marketing, Blogging, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Marketing Strategy, Coaching, Employee Relations, Email Marketing, Strategic Planning, Project Management, Entrepreneurship, Management, Advertising, Event Management, Business Strategy, Small Business, Public Relations
Education
Iona College 2000 — 2003
MST, Business Education
Iona College 1996 — 2000
BBA, Finance
Costello Consultants LLC July 2014 - Present
Caesars Entertainment Corporation March 2014 - June 2014
Corporate Operations July 2013 - October 2013
Blue Martini March 2011 - August 2013
Blue Martini March 2011 - October 2011
Chandler Unified School District May 2008 - June 2010
City School District of New Rochelle September 2003 - June 2008
Credit Suisse July 2000 - August 2002
Donaldson, Lufkin & Jenrette August 1998 - June 2000
Skills
Training, Leadership, Budgets, Human Resources, Sales, Staff Development, Policy, Customer Service, Payroll, Social Networking, Event Planning, Microsoft Office, Social Media, Public Speaking, Marketing, Operations Management, Hospitality, Social Media Marketing, Blogging, Microsoft Excel, Microsoft Word, PowerPoint, Outlook, Marketing Strategy, Coaching, Employee Relations, Email Marketing, Strategic Planning, Project Management, Entrepreneurship, Management, Advertising, Event Management, Business Strategy, Small Business, Public Relations
Education
Iona College 2000 — 2003
MST, Business Education
Iona College 1996 — 2000
BBA, Finance
Arul Arasan Arul Arasan's Donaldson, Lufkin & Jenrette Experience March 1998 - August 1999
Job Chief Solutions Architect / Information Security and Compliance Specialist, IT Director, Entrepreneur
Industry Information Services
Experience
Astralinx Inc July 2014 - Present
Fast Retailing January 2010 - July 2014
Astralinx Inc September 2001 - April 2010
AVC Global Services Group February 2003 - September 2003
Zenfinity Inc August 1999 - September 2001
Donaldson, Lufkin & Jenrette March 1998 - August 1999
Global Travel Network September 1997 - February 1998
Parke Davis/Warner Lambert/Pfizer January 1997 - September 1997
GE October 1995 - January 1997
Wipro June 1994 - September 1995
Skills
PCI Standards, Telecommunications, Cloud Security, PCI DSS, Compliance PCI, Virtualization, Project Management, PA-DSS, Enterprise Software, IT Strategy, Business Intelligence, Strategic Planning, Integration, Networking, Software Project..., IT Management, Cloud Computing, Disaster Recovery, Process Simulation, Cisco Technologies, IT Operations, Business Planning, Project Planning, Network Administration, Product Management, Vendor Management, ERP, Entrepreneurship, Business Process, Consulting, Large Systems Design, Requirements Analysis, Cross-functional Team..., SaaS, Software Development, E-commerce, Enterprise Architecture, Program Management, Sales Management, Business Analysis, Business Process..., Service Provider..., Fiber Optic Networks, Multi-channel Retail, Retail Network..., Wholesale, Supply Chain Software, Product Lifecycle..., IT Security Assessments, Managed Security...
Education
National Institute of Technology Tiruchirappalli 1988 — 1992
B.E.
Astralinx Inc July 2014 - Present
Fast Retailing January 2010 - July 2014
Astralinx Inc September 2001 - April 2010
AVC Global Services Group February 2003 - September 2003
Zenfinity Inc August 1999 - September 2001
Donaldson, Lufkin & Jenrette March 1998 - August 1999
Global Travel Network September 1997 - February 1998
Parke Davis/Warner Lambert/Pfizer January 1997 - September 1997
GE October 1995 - January 1997
Wipro June 1994 - September 1995
Skills
PCI Standards, Telecommunications, Cloud Security, PCI DSS, Compliance PCI, Virtualization, Project Management, PA-DSS, Enterprise Software, IT Strategy, Business Intelligence, Strategic Planning, Integration, Networking, Software Project..., IT Management, Cloud Computing, Disaster Recovery, Process Simulation, Cisco Technologies, IT Operations, Business Planning, Project Planning, Network Administration, Product Management, Vendor Management, ERP, Entrepreneurship, Business Process, Consulting, Large Systems Design, Requirements Analysis, Cross-functional Team..., SaaS, Software Development, E-commerce, Enterprise Architecture, Program Management, Sales Management, Business Analysis, Business Process..., Service Provider..., Fiber Optic Networks, Multi-channel Retail, Retail Network..., Wholesale, Supply Chain Software, Product Lifecycle..., IT Security Assessments, Managed Security...
Education
National Institute of Technology Tiruchirappalli 1988 — 1992
B.E.
Belle Palaganas Belle Palaganas's Donaldson, Lufkin & Jenrette Experience April 1997 - July 1998
Job Experienced Senior Business Analyst & Social Media Explorer
Industry Financial Services
Experience
CourtCall, LLC January 2013 - Present
UBS Investment Bank February 2004 - October 2005
Resources Connection, Inc. February 2004 - February 2004
Nestle USA July 2003 - July 2003
Nestle USA December 2000 - May 2003
AXA Financial December 1999 - October 2000
The Chase Manhattan Bank December 1998 - December 1999
IMI Systems Inc July 1998 - December 1998
Donaldson, Lufkin & Jenrette April 1997 - July 1998
ARAMARK May 1995 - April 1997
Skills
Business Analysis, Databases, Database Design, Data Warehousing, Relational Databases, Business Process..., Change Management, Corporate Finance, Financial Analysis, User Acceptance Testing, Cash Management, Financial Reporting, Database Marketing, Relationship Management, Budget Process, P&L Budget Management, SAP, Microsoft Technologies
Education
La Salle University
B.S., Finance, Information & Operations Management
CourtCall, LLC January 2013 - Present
UBS Investment Bank February 2004 - October 2005
Resources Connection, Inc. February 2004 - February 2004
Nestle USA July 2003 - July 2003
Nestle USA December 2000 - May 2003
AXA Financial December 1999 - October 2000
The Chase Manhattan Bank December 1998 - December 1999
IMI Systems Inc July 1998 - December 1998
Donaldson, Lufkin & Jenrette April 1997 - July 1998
ARAMARK May 1995 - April 1997
Skills
Business Analysis, Databases, Database Design, Data Warehousing, Relational Databases, Business Process..., Change Management, Corporate Finance, Financial Analysis, User Acceptance Testing, Cash Management, Financial Reporting, Database Marketing, Relationship Management, Budget Process, P&L Budget Management, SAP, Microsoft Technologies
Education
La Salle University
B.S., Finance, Information & Operations Management
Thomas Cristiani's Donaldson, Lufkin & Jenrette Experience 1993 - 1996
Job Financial Services Professional ,Experienced in Operations & Mortgage Securities
Industry Financial Services
Experience
GOLDMAN, SACHS & CO. 1996 - 2009
DONALDSON, LUFKIN & JENRETTE 1993 - 1996
Nomura Securities International Inc.,New York,NY May 1991 - March 1993
Salomon Brothers October 1982 - May 1991
Kidder,Peabody, Inc May 1977 - October 1982
G A Thomson and Co February 1976 - May 1977
Huntoon,Paige and Co 1975 - 1976
Skills
Derivatives, Settlement, Securities, MBS, DTC, Reconciliation, Fixed Income, Electronic Trading, Equities, Trading, Prime Brokerage, Middle Office, Securities Lending, Bloomberg, Account Reconciliation, Hedge Funds, Risk Management
Education
Manhattan College 1970 — 1974
B.S., Accounting/Economics
GOLDMAN, SACHS & CO. 1996 - 2009
DONALDSON, LUFKIN & JENRETTE 1993 - 1996
Nomura Securities International Inc.,New York,NY May 1991 - March 1993
Salomon Brothers October 1982 - May 1991
Kidder,Peabody, Inc May 1977 - October 1982
G A Thomson and Co February 1976 - May 1977
Huntoon,Paige and Co 1975 - 1976
Skills
Derivatives, Settlement, Securities, MBS, DTC, Reconciliation, Fixed Income, Electronic Trading, Equities, Trading, Prime Brokerage, Middle Office, Securities Lending, Bloomberg, Account Reconciliation, Hedge Funds, Risk Management
Education
Manhattan College 1970 — 1974
B.S., Accounting/Economics
Jeffrey Moss's Donaldson, Lufkin & Jenrette Experience 1996 - 1999
Job Director at Susquehanna Growth Equity (SGE)
Industry Financial Services
Experience
Susquehanna Growth Equity (SGE) March 2014 - Present
Specialized Education Services Inc (SESI) January 2013 - February 2014
Educational Testing Service (ETS) May 2010 - December 2012
Sterling Partners 2004 - 2010
Booz Allen Hamilton May 2003 - August 2003
Summit Partners 1999 - 2002
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Venture Capital, Private Equity, Mergers, Corporate Development, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Business Strategy, Entrepreneurship, Start-ups, Financial Analysis, Investment Banking, Strategic Planning, Business Development, M&A experience, Investments, Strategy, Business Valuation, Management Consulting, Finance, LBO, Competitive Analysis, Negotiation, Restructuring, Mergers & Acquisitions, Executive Management, Acquisition Integration
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Indiana University - Kelley School of Business 1992 — 1996
BS, Finance and Accounting
Indiana University Bloomington 1992 — 1996
BS, Finance and Accounting
Susquehanna Growth Equity (SGE) March 2014 - Present
Specialized Education Services Inc (SESI) January 2013 - February 2014
Educational Testing Service (ETS) May 2010 - December 2012
Sterling Partners 2004 - 2010
Booz Allen Hamilton May 2003 - August 2003
Summit Partners 1999 - 2002
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Venture Capital, Private Equity, Mergers, Corporate Development, Financial Modeling, Due Diligence, Valuation, Corporate Finance, Business Strategy, Entrepreneurship, Start-ups, Financial Analysis, Investment Banking, Strategic Planning, Business Development, M&A experience, Investments, Strategy, Business Valuation, Management Consulting, Finance, LBO, Competitive Analysis, Negotiation, Restructuring, Mergers & Acquisitions, Executive Management, Acquisition Integration
Education
University of Pennsylvania - The Wharton School 2002 — 2004
MBA
Indiana University - Kelley School of Business 1992 — 1996
BS, Finance and Accounting
Indiana University Bloomington 1992 — 1996
BS, Finance and Accounting
Frank Zilinyi Frank Zilinyi's Donaldson, Lufkin & Jenrette Experience July 1999 - July 2000
Job Realtor Berkshire Hathaway Home Services New England Properties
Industry Real Estate
Experience
Self-employed October 2014 - Present
Credit Suisse July 2000 - April 2008
Donaldson, Lufkin & Jenrette July 1999 - July 2000
Lehman Brothers June 1994 - July 1999
Skills
Classically Trained..., Actor..., Teacher (Greenwich..., Registration Analyst -..., Voice Over Artist, Real Estate, Real Estate Transactions, Leases, Customer Service, Sales, Microsoft Office, Condos, Single Family Homes, Sellers
Education
Manhattan School of Music 1983 — 1985
Bachelor's Degree, Vocal Performance
Manhattan School of Music 1983 — 1985
BM, Voice
Self-employed October 2014 - Present
Credit Suisse July 2000 - April 2008
Donaldson, Lufkin & Jenrette July 1999 - July 2000
Lehman Brothers June 1994 - July 1999
Skills
Classically Trained..., Actor..., Teacher (Greenwich..., Registration Analyst -..., Voice Over Artist, Real Estate, Real Estate Transactions, Leases, Customer Service, Sales, Microsoft Office, Condos, Single Family Homes, Sellers
Education
Manhattan School of Music 1983 — 1985
Bachelor's Degree, Vocal Performance
Manhattan School of Music 1983 — 1985
BM, Voice
Danielle Graham Lyons's Donaldson, Lufkin & Jenrette Experience July 1997 - July 2000
Job Credit Suisse Private Banking
Industry Financial Services
Experience
Merrill Lynch February 2010 - May 2013
Credit Suisse August 2005 - February 2010
Matawan Aberdeen School District August 2003 - August 2005
LPL Finanical July 2000 - July 2004
Donaldson, Lufkin & Jenrette July 1997 - July 2000
Donaldson, Lufkin & Jenrette December 1991 - July 1997
Skills
Investments, Management, Finance, Trading, Leadership, Equities, Wealth Management, Asset Management, Fixed Income, Portfolio Management
Education
Monmouth University
Master of Education (MEd), Elementary Education and Teaching
Rumson Fair Haven Regional High School
Saint Mary's College
Bachelor of Arts (BA), Communication, General
Merrill Lynch February 2010 - May 2013
Credit Suisse August 2005 - February 2010
Matawan Aberdeen School District August 2003 - August 2005
LPL Finanical July 2000 - July 2004
Donaldson, Lufkin & Jenrette July 1997 - July 2000
Donaldson, Lufkin & Jenrette December 1991 - July 1997
Skills
Investments, Management, Finance, Trading, Leadership, Equities, Wealth Management, Asset Management, Fixed Income, Portfolio Management
Education
Monmouth University
Master of Education (MEd), Elementary Education and Teaching
Rumson Fair Haven Regional High School
Saint Mary's College
Bachelor of Arts (BA), Communication, General
Maryann Faccone Maryann Faccone's Donaldson, Lufkin & Jenrette Experience June 1992 - December 2001
Job Director of Human Resources at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors 2003 - Present
Donaldson, Lufkin & Jenrette June 1992 - December 2001
IBM Piscataway 1990 - 1992
Education
Middlesex County College
Sagent Advisors 2003 - Present
Donaldson, Lufkin & Jenrette June 1992 - December 2001
IBM Piscataway 1990 - 1992
Education
Middlesex County College
Kevin McKeon Kevin McKeon's Donaldson, Lufkin & Jenrette Experience May 1994 - October 1995
Job Thomson Reuters
Industry Information Technology and Services
Experience
Thomson Reuters July 2013 - Present
Thomson Reuters June 2011 - June 2013
Thomson Reuters April 2010 - June 2011
Thomson Reuters March 1996 - March 2010
Reuters October 1995 - March 1996
Donaldson, Lufkin & Jenrette May 1994 - October 1995
Track Data Corp December 1992 - May 1994
Phoenix IT Services July 1989 - December 1992
Quotron Systems, Inc. June 1984 - July 1989
Honeywell Information Systems May 1983 - June 1984
Skills
Technical Support, Unix, Servers, CRM, Market Data, Help Desk Support, Troubleshooting, System Deployment, Vendor Management, Software Installation, Salesforce.com, Customer Service, TCP/IP, Leadership, Data Center, SharePoint, Windows, Training Delivery, Siebel, WAN, Supervision, Volunteering, Disaster Recovery, IT Service Management, IT Operations, Windows Server, Integration, Software Documentation, Problem Solving, Digital Photography, Solaris, Operating Systems, Incident Management, Requirements Analysis, WebEx, Service Delivery, Training, Customer Relations, Microsoft, Thomson Reuters Eikon, Volunteer Organization
Education
New York Institute of Technology-Old Westbury 2001 — 2003
BS
New York Institute of Photography 2013 — 2014
Island Drafting and Technical Institute 1994 — 1994
Novel CNE
Suburban Technical School 1982 — 1983
Diploma
Nassau Community College 1979 — 1981
Associates
Valley Stream Central High 1976 — 1979
NYS Regents Diploma
Thomson Reuters July 2013 - Present
Thomson Reuters June 2011 - June 2013
Thomson Reuters April 2010 - June 2011
Thomson Reuters March 1996 - March 2010
Reuters October 1995 - March 1996
Donaldson, Lufkin & Jenrette May 1994 - October 1995
Track Data Corp December 1992 - May 1994
Phoenix IT Services July 1989 - December 1992
Quotron Systems, Inc. June 1984 - July 1989
Honeywell Information Systems May 1983 - June 1984
Skills
Technical Support, Unix, Servers, CRM, Market Data, Help Desk Support, Troubleshooting, System Deployment, Vendor Management, Software Installation, Salesforce.com, Customer Service, TCP/IP, Leadership, Data Center, SharePoint, Windows, Training Delivery, Siebel, WAN, Supervision, Volunteering, Disaster Recovery, IT Service Management, IT Operations, Windows Server, Integration, Software Documentation, Problem Solving, Digital Photography, Solaris, Operating Systems, Incident Management, Requirements Analysis, WebEx, Service Delivery, Training, Customer Relations, Microsoft, Thomson Reuters Eikon, Volunteer Organization
Education
New York Institute of Technology-Old Westbury 2001 — 2003
BS
New York Institute of Photography 2013 — 2014
Island Drafting and Technical Institute 1994 — 1994
Novel CNE
Suburban Technical School 1982 — 1983
Diploma
Nassau Community College 1979 — 1981
Associates
Valley Stream Central High 1976 — 1979
NYS Regents Diploma
Peter Williams Peter Williams's Donaldson, Lufkin & Jenrette Experience July 2001 - January 2002
Job Founder & CEO ACE Portal
Industry Financial Services
Experience
ACE Portal July 2009 - Present
Legumex Walker Inc. July 2011 - Present
Hayden Capital Corp September 2005 - Present
Oppenheimer & Co. January 2008 - February 2009
CIBC World Markets June 2004 - January 2008
Credit Suisse First Boston January 2002 - June 2004
Donaldson, Lufkin & Jenrette July 2001 - January 2002
Skills
Mergers & Acquisitions, Private Placements, Private Equity, Investment Banking, Capital Markets, Corporate Development, Equities, Investments, IPO, Portfolio Management, Structured Finance, Securities, Venture Capital
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
MBA
Queen's University 1991 — 1995
BScE, Mechanical Engineering
ACE Portal July 2009 - Present
Legumex Walker Inc. July 2011 - Present
Hayden Capital Corp September 2005 - Present
Oppenheimer & Co. January 2008 - February 2009
CIBC World Markets June 2004 - January 2008
Credit Suisse First Boston January 2002 - June 2004
Donaldson, Lufkin & Jenrette July 2001 - January 2002
Skills
Mergers & Acquisitions, Private Placements, Private Equity, Investment Banking, Capital Markets, Corporate Development, Equities, Investments, IPO, Portfolio Management, Structured Finance, Securities, Venture Capital
Education
The University of Western Ontario - Richard Ivey School of Business 1998 — 2000
MBA
Queen's University 1991 — 1995
BScE, Mechanical Engineering
Dan Braddick Dan Braddick's Donaldson, Lufkin & Jenrette Experience July 1997 - March 2001
Job Securities Lending & Borrowing at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities December 2013 - Present
Credit Suisse June 2008 - September 2012
Credit Suisse March 2001 - June 2008
Donaldson, Lufkin & Jenrette July 1997 - March 2001
Skills
Accounting, Financial Reporting, Financial Accounting, Series 7, Series 3, Series 63, Series 55, Securities Lending, Prime Brokerage
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science (BS), Accounting
Wells Fargo Securities December 2013 - Present
Credit Suisse June 2008 - September 2012
Credit Suisse March 2001 - June 2008
Donaldson, Lufkin & Jenrette July 1997 - March 2001
Skills
Accounting, Financial Reporting, Financial Accounting, Series 7, Series 3, Series 63, Series 55, Securities Lending, Prime Brokerage
Education
Lehigh University - College of Business and Economics 1993 — 1997
Bachelor of Science (BS), Accounting
Eric Riley Eric Riley's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Goldman Sachs
Industry Investment Management
Experience
Goldman Sachs 2012 - Present
Credit Suisse 2006 - 2012
Credit Suisse 2001 - 2006
Donaldson, Lufkin & Jenrette 2000 - 2000
GE Capital 1993 - 1999
Education
London Business School
MBA, Finance
University of Southern California
BS, Business Administration
Loyola High School
Los Angeles, CA
Goldman Sachs 2012 - Present
Credit Suisse 2006 - 2012
Credit Suisse 2001 - 2006
Donaldson, Lufkin & Jenrette 2000 - 2000
GE Capital 1993 - 1999
Education
London Business School
MBA, Finance
University of Southern California
BS, Business Administration
Loyola High School
Los Angeles, CA
Brendan Brendan Hartman Brendan Brendan Hartman's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Portfolio manager at Royce & Associates
Industry Investment Management
Experience
Royce & Associates April 2009 - Present
Cramer Rosenthal McGlynn 2001 - 2008
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Hedge Funds, Equities, Capital Markets, Asset Management, Investments, Equity Research, Alternative Investments, Series 7, Bloomberg, Financial Modeling
Education
New York University 1994 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Lehigh University 1986 — 1990
Bachelor of Science (BS), Economics
Royce & Associates April 2009 - Present
Cramer Rosenthal McGlynn 2001 - 2008
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Hedge Funds, Equities, Capital Markets, Asset Management, Investments, Equity Research, Alternative Investments, Series 7, Bloomberg, Financial Modeling
Education
New York University 1994 — 1996
Master of Business Administration (M.B.A.), Accounting and Finance
Lehigh University 1986 — 1990
Bachelor of Science (BS), Economics
Frank Senatore, AIA Frank Senatore, AIA's Donaldson, Lufkin & Jenrette Experience 1997 - 2001
Job Corporate Real Estate
Industry Financial Services
Experience
JLL June 2013 - December 2013
Royal Bank of Scotland May 2009 - 2012
ABN AMRO Bank N.V. 2001 - 2009
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Corporate Real Estate, Facilities Management, Property Management, Design and Construction, Architecture, Corporate Services, Commercial Leasing, Architectural Plans, Contract Negotiation, Team Building, Construction Management, Construction, Negotiation, Leadership, Asset Management, Portfolio Management, Architectures, Real Estate, Project Management, Residential Homes
Education
Pratt Institute
Master of Science (MS), Architecture & Urban Design
Pratt Institute
Master's degree, Continuing Architectural Education
New York Institute of Technology-Old Westbury
Bachelor of Science (BS), Architecture
JLL June 2013 - December 2013
Royal Bank of Scotland May 2009 - 2012
ABN AMRO Bank N.V. 2001 - 2009
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Corporate Real Estate, Facilities Management, Property Management, Design and Construction, Architecture, Corporate Services, Commercial Leasing, Architectural Plans, Contract Negotiation, Team Building, Construction Management, Construction, Negotiation, Leadership, Asset Management, Portfolio Management, Architectures, Real Estate, Project Management, Residential Homes
Education
Pratt Institute
Master of Science (MS), Architecture & Urban Design
Pratt Institute
Master's degree, Continuing Architectural Education
New York Institute of Technology-Old Westbury
Bachelor of Science (BS), Architecture
Jennifer (Devaney) Conway Jennifer (Devaney) Conway's Donaldson, Lufkin & Jenrette Experience November 1996 - April 2000
Job HR Leader, NA Sales & Latin America
Industry Human Resources
Experience
Dun & Bradstreet September 2013 - Present
RM Staffing September 2010 - October 2012
Dun and Bradstreet July 2006 - September 2010
Cendant (Resort Condominiums International) October 2005 - July 2006
Cendant (Resort Condominiums International) now Group RCI May 2003 - October 2005
Cendant (Resort Condominiums International) now Group RCI April 2000 - May 2001
Cendant Corporation April 2000 - May 2001
Donaldson, Lufkin & Jenrette November 1996 - April 2000
Education
Montclair State University
Bachelors of Science, Business Management
Dun & Bradstreet September 2013 - Present
RM Staffing September 2010 - October 2012
Dun and Bradstreet July 2006 - September 2010
Cendant (Resort Condominiums International) October 2005 - July 2006
Cendant (Resort Condominiums International) now Group RCI May 2003 - October 2005
Cendant (Resort Condominiums International) now Group RCI April 2000 - May 2001
Cendant Corporation April 2000 - May 2001
Donaldson, Lufkin & Jenrette November 1996 - April 2000
Education
Montclair State University
Bachelors of Science, Business Management
Giri Koduganti Giri Koduganti's Donaldson, Lufkin & Jenrette Experience January 2000 - February 2001
Job Vice President, Agent Lending Technology at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase March 2014 - Present
Citi June 2010 - December 2013
Citigroup December 2009 - July 2010
Merrill Lynch August 2005 - December 2009
Bank of America August 2004 - August 2005
Lehman Brothers February 2004 - August 2004
Credit Suisse First Boston February 2001 - February 2004
Donaldson, Lufkin & Jenrette January 2000 - February 2001
Quick & Reilly March 1999 - December 1999
Compaq January 1999 - March 1999
Skills
Hibernate, Sybase, Java, JMS, TIBCO Rendezvous, Oracle, Core Java, C#, C++, J2EE, SQL Server, FIX, TIBCO EMS, MQ Series, Bloomberg TOMS, ION Trading, Reuters, Bloomberg Server API, Gemfire, CEP Frameworks(ESPER..., Stored Procedures and..., Perl and Python, Excel, Power Point,..., Apache Commons, Google API, CEP
Education
New York Institute of Finance 2011 — 2012
Professional Certificate
New Jersey Institute of Technology 1996 — 1998
MS
Nagpur University 1990 — 1994
BE
JPMorgan Chase March 2014 - Present
Citi June 2010 - December 2013
Citigroup December 2009 - July 2010
Merrill Lynch August 2005 - December 2009
Bank of America August 2004 - August 2005
Lehman Brothers February 2004 - August 2004
Credit Suisse First Boston February 2001 - February 2004
Donaldson, Lufkin & Jenrette January 2000 - February 2001
Quick & Reilly March 1999 - December 1999
Compaq January 1999 - March 1999
Skills
Hibernate, Sybase, Java, JMS, TIBCO Rendezvous, Oracle, Core Java, C#, C++, J2EE, SQL Server, FIX, TIBCO EMS, MQ Series, Bloomberg TOMS, ION Trading, Reuters, Bloomberg Server API, Gemfire, CEP Frameworks(ESPER..., Stored Procedures and..., Perl and Python, Excel, Power Point,..., Apache Commons, Google API, CEP
Education
New York Institute of Finance 2011 — 2012
Professional Certificate
New Jersey Institute of Technology 1996 — 1998
MS
Nagpur University 1990 — 1994
BE
Catherine Rohr's Donaldson, Lufkin & Jenrette Experience December 1999 - August 2001
Job Executive Administrative Assistant at J.P. Morgan
Industry Banking
Experience
J.P. Morgan August 2012 - Present
American Express April 2012 - August 2012
Credit Suisse August 2001 - December 2011
Donaldson, Lufkin & Jenrette December 1999 - August 2001
Skills
Event Planning, Concur, Expense Management, Public Speaking, Administrative..., Spreadsheets
Education
Katherine Gibbs School
Executive Assistant/Executive Secretary
Queensborough Community College
Bachelor of Business Administration (B.B.A.)
J.P. Morgan August 2012 - Present
American Express April 2012 - August 2012
Credit Suisse August 2001 - December 2011
Donaldson, Lufkin & Jenrette December 1999 - August 2001
Skills
Event Planning, Concur, Expense Management, Public Speaking, Administrative..., Spreadsheets
Education
Katherine Gibbs School
Executive Assistant/Executive Secretary
Queensborough Community College
Bachelor of Business Administration (B.B.A.)
Alicia Crandall Alicia Crandall's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Director, Business Analytics, Data and Training Services at Michigan State University
Industry Higher Education
Experience
Michigan State University March 2013 - Present
Michigan State University August 2011 - March 2013
Michigan State University July 2009 - August 2011
Michigan State University September 2002 - June 2009
Michigan State University January 2001 - September 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
Sappi Fine Paper NA/Boston Headquarters 1997 - 2000
Gruntal and CO./Boston Financial District 1998 - 1998
Skills
Alumni Relations, Fundraising, Research, Higher Education, Annual Giving, Stewardship, Grant Writing, Prospect Research, Data Mining, Training, Nonprofits, Grants, Philanthropy, Newsletters, Analytics, Analysis, Volunteer Management, Marketing, Management
Education
Michigan State University 1992 — 1997
BA, Criminal Justice, Psychology
battle creek central high school 1989 — 1992
Michigan State University March 2013 - Present
Michigan State University August 2011 - March 2013
Michigan State University July 2009 - August 2011
Michigan State University September 2002 - June 2009
Michigan State University January 2001 - September 2002
Donaldson, Lufkin & Jenrette 2000 - 2000
Sappi Fine Paper NA/Boston Headquarters 1997 - 2000
Gruntal and CO./Boston Financial District 1998 - 1998
Skills
Alumni Relations, Fundraising, Research, Higher Education, Annual Giving, Stewardship, Grant Writing, Prospect Research, Data Mining, Training, Nonprofits, Grants, Philanthropy, Newsletters, Analytics, Analysis, Volunteer Management, Marketing, Management
Education
Michigan State University 1992 — 1997
BA, Criminal Justice, Psychology
battle creek central high school 1989 — 1992
Chris Ripley Chris Ripley's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Chief Financial Officer at Sinclair Broadcast Group
Industry Broadcast Media
Experience
Sinclair Broadcast Group 2014 - Present
UBS Investment Bank 2001 - 2013
Prime Ventures (VC) 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Corporate Finance, Venture Capital, Fixed Income, Investment Banking, Private Equity, Capital Markets, Investments, Banking, Valuation, Business Strategy, Due Diligence, Financial Modeling, Finance, Mergers & Acquisitions, Equities, LBO
Education
Ivey Business School at Western University
Sinclair Broadcast Group 2014 - Present
UBS Investment Bank 2001 - 2013
Prime Ventures (VC) 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Corporate Finance, Venture Capital, Fixed Income, Investment Banking, Private Equity, Capital Markets, Investments, Banking, Valuation, Business Strategy, Due Diligence, Financial Modeling, Finance, Mergers & Acquisitions, Equities, LBO
Education
Ivey Business School at Western University
Shelly Rastogi Shelly Rastogi's Donaldson, Lufkin & Jenrette Experience 2000 - 2002
Job Vice President, Caerus Global Investors
Industry Investment Management
Experience
Caerus Global Investors January 2010 - Present
Fenway Partners June 2007 - January 2010
Tuck School of Business at Dartmouth College September 2005 - June 2007
Amaranth Advisors LLC June 2006 - August 2006
EdgeStone Capital Partners January 2003 - May 2005
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2002
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Business Administration
Ivey Business School at Western University 1998 — 2000
HBA, Business
Queen's University 1996 — 1998
B.Comm, General Business Adminstration
Appleby College
Caerus Global Investors January 2010 - Present
Fenway Partners June 2007 - January 2010
Tuck School of Business at Dartmouth College September 2005 - June 2007
Amaranth Advisors LLC June 2006 - August 2006
EdgeStone Capital Partners January 2003 - May 2005
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2002
Education
The Tuck School of Business at Dartmouth 2005 — 2007
MBA, Business Administration
Ivey Business School at Western University 1998 — 2000
HBA, Business
Queen's University 1996 — 1998
B.Comm, General Business Adminstration
Appleby College
Penn Miller-Jones Penn Miller-Jones's Donaldson, Lufkin & Jenrette Experience September 1992 - October 1997
Job Managing Director at Cowen Prime Services, LLC
Industry Investment Management
Experience
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC May 2015 - August 2015
Jefferies & Company March 2006 - February 2015
Banc of America Securities October 1997 - February 2006
Donaldson, Lufkin & Jenrette September 1992 - October 1997
Skills
Fixed Income, Private Equity, Prime Brokerage, Capital Raising, Venture Capital, Trading, Equities, Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Securities, Investments, Capital Markets, Investment Banking, Derivatives, Mutual Funds
Education
Loyola College in Maryland 1990 — 1992
Almost
Cowen Prime Services LLC September 2015 - Present
Concept Capital Markets, LLC May 2015 - August 2015
Jefferies & Company March 2006 - February 2015
Banc of America Securities October 1997 - February 2006
Donaldson, Lufkin & Jenrette September 1992 - October 1997
Skills
Fixed Income, Private Equity, Prime Brokerage, Capital Raising, Venture Capital, Trading, Equities, Hedge Funds, Alternative Investments, Asset Management, Fund Of Funds, Securities, Investments, Capital Markets, Investment Banking, Derivatives, Mutual Funds
Education
Loyola College in Maryland 1990 — 1992
Almost
Vipul Tandon's Donaldson, Lufkin & Jenrette Experience 1995 - 1996
Job Private equity professional
Industry Venture Capital & Private Equity
Experience
$30 billion family office August 2006 - Present
American Capital April 2004 - July 2006
Foamex International 2001 - 2003
Frontline Capital Group 2000 - 2000
Trace International 1996 - 1999
Donaldson, Lufkin & Jenrette 1995 - 1996
Skills
Private Equity, Mutual Funds, Special Situations, Strategic Planning, Hedge Funds, Venture Capital, Alternative Investments, Emerging Markets, Valuation, Investment Banking, Capital Markets, Equities, Financial Modeling, Due Diligence, Mergers & Acquisitions
Education
INSEAD 2003 — 2003
MBA
University of Pennsylvania 1991 — 1995
BA, International Relations
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics (Finance and Accounting)
$30 billion family office August 2006 - Present
American Capital April 2004 - July 2006
Foamex International 2001 - 2003
Frontline Capital Group 2000 - 2000
Trace International 1996 - 1999
Donaldson, Lufkin & Jenrette 1995 - 1996
Skills
Private Equity, Mutual Funds, Special Situations, Strategic Planning, Hedge Funds, Venture Capital, Alternative Investments, Emerging Markets, Valuation, Investment Banking, Capital Markets, Equities, Financial Modeling, Due Diligence, Mergers & Acquisitions
Education
INSEAD 2003 — 2003
MBA
University of Pennsylvania 1991 — 1995
BA, International Relations
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics (Finance and Accounting)
Michael Denbeau's Donaldson, Lufkin & Jenrette Experience July 1999 - March 2001
Job GM, RentPayment / DuesPayment at YapStone
Industry Computer Software
Experience
YapStone, Inc. June 2014 - Present
YapStone, Inc. March 2011 - June 2014
UBS Investment Bank March 2001 - March 2011
Donaldson, Lufkin & Jenrette July 1999 - March 2001
Education
Indiana University - Kelley School of Business 1995 — 1999
Bachelor, Accounting and Finance
Indiana University Bloomington 1995 — 1999
BS, Accounting & Finance
Punahou School 1990 — 1995
YapStone, Inc. June 2014 - Present
YapStone, Inc. March 2011 - June 2014
UBS Investment Bank March 2001 - March 2011
Donaldson, Lufkin & Jenrette July 1999 - March 2001
Education
Indiana University - Kelley School of Business 1995 — 1999
Bachelor, Accounting and Finance
Indiana University Bloomington 1995 — 1999
BS, Accounting & Finance
Punahou School 1990 — 1995
Curt Goldman's Donaldson, Lufkin & Jenrette Experience August 2000 - November 2000
Job Cadre Noir Imports
Industry Wine and Spirits
Experience
Cadre Noir Imports January 2011 - Present
Shearman & Sterling LLP October 2005 - January 2011
Credit Suisse First Boston November 2000 - August 2002
Donaldson, Lufkin & Jenrette August 2000 - November 2000
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance
Northwestern University School of Law 2002 — 2005
J.D.
Middlebury College 1996 — 2000
B.A., Economics, American Civilization
Lawrenceville School 1993 — 1996
Cadre Noir Imports January 2011 - Present
Shearman & Sterling LLP October 2005 - January 2011
Credit Suisse First Boston November 2000 - August 2002
Donaldson, Lufkin & Jenrette August 2000 - November 2000
Education
Northwestern University - Kellogg School of Management 2002 — 2005
MBA, Finance
Northwestern University School of Law 2002 — 2005
J.D.
Middlebury College 1996 — 2000
B.A., Economics, American Civilization
Lawrenceville School 1993 — 1996
Richard Delaney's Donaldson, Lufkin & Jenrette Experience March 1977 - June 1994
Job
Industry Investment Banking
Experience
UBS/Paine Webber June 1994 - April 2011
Donaldson, Lufkin & Jenrette March 1977 - June 1994
White,Weld & Co 1970 - 1977
Skills
Hedge Funds, Investment Banking, Investments, Asset Management, Portfolio Management, Alternative Investments, Equities, Private Equity, Mergers, Due Diligence, Capital Markets, Strategic Planning, Securities, Series 7, Fixed Income, Wealth Management, Valuation, Venture Capital, Finance, Mutual Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1969 — 1970
MBA, Finance
Lehigh University 1964 — 1968
BS, Engineering
UBS/Paine Webber June 1994 - April 2011
Donaldson, Lufkin & Jenrette March 1977 - June 1994
White,Weld & Co 1970 - 1977
Skills
Hedge Funds, Investment Banking, Investments, Asset Management, Portfolio Management, Alternative Investments, Equities, Private Equity, Mergers, Due Diligence, Capital Markets, Strategic Planning, Securities, Series 7, Fixed Income, Wealth Management, Valuation, Venture Capital, Finance, Mutual Funds, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1969 — 1970
MBA, Finance
Lehigh University 1964 — 1968
BS, Engineering
Mary Beth Stines (Bennett)'s Donaldson, Lufkin & Jenrette Experience 1996 - 2002
Job Human Resources Consultant and Contractor
Industry Human Resources
Experience
Graduate Solutions 2006 - Present
Banc of America Securities 2002 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2002
Skills
Recruiting, Coaching, Onboarding, Applicant Tracking..., Career Development, Employer Branding, Executive Search, Graduate Recruitment, Management, Marketing
Education
Loyola University Maryland 1992 — 1996
Business
Graduate Solutions 2006 - Present
Banc of America Securities 2002 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2002
Skills
Recruiting, Coaching, Onboarding, Applicant Tracking..., Career Development, Employer Branding, Executive Search, Graduate Recruitment, Management, Marketing
Education
Loyola University Maryland 1992 — 1996
Business
Maureen Holtz's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Freelance projects
Industry Financial Services
Experience
SunGard January 2008 - August 2008
BNY ConvergEx Group May 2006 - December 2007
Merrill Lynch 2000 - 2001
Donaldson, Lufkin & Jenrette Securities Corp January 1997 - January 2000
Donaldson, Lufkin & Jenrette 1997 - 2000
Dauphin Deposit Corporation January 1996 - January 1997
Education
Marywood University 2002 — 2004
MA, Communication Arts
Marywood University
BA, Advertising & PR
SunGard January 2008 - August 2008
BNY ConvergEx Group May 2006 - December 2007
Merrill Lynch 2000 - 2001
Donaldson, Lufkin & Jenrette Securities Corp January 1997 - January 2000
Donaldson, Lufkin & Jenrette 1997 - 2000
Dauphin Deposit Corporation January 1996 - January 1997
Education
Marywood University 2002 — 2004
MA, Communication Arts
Marywood University
BA, Advertising & PR
Timothy Meszaros's Donaldson, Lufkin & Jenrette Experience June 1999 - September 2003
Job Vice President/Controller at GoldPoint Partners LLC
Industry Financial Services
Experience
GoldPoint Partners LLC February 2004 - Present
Donaldson, Lufkin & Jenrette June 1999 - September 2003
Skills
Private Equity, Alternative Investments, Financial Statements, Waterfalls, Financial Reporting, Valuation, Asset Management, Compensation Structures, Budgeting, Forecasting, Operations Management, Excel, Process Improvement, Fund Accounting, Financial Services, Budgets, Hedge Funds, Accounting, Investments, Microsoft Excel, Equities, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Due Diligence
Education
Iona College
BBA, Finance
Hackley School
Irvington HS
GoldPoint Partners LLC February 2004 - Present
Donaldson, Lufkin & Jenrette June 1999 - September 2003
Skills
Private Equity, Alternative Investments, Financial Statements, Waterfalls, Financial Reporting, Valuation, Asset Management, Compensation Structures, Budgeting, Forecasting, Operations Management, Excel, Process Improvement, Fund Accounting, Financial Services, Budgets, Hedge Funds, Accounting, Investments, Microsoft Excel, Equities, Financial Analysis, Finance, Financial Modeling, Corporate Finance, Due Diligence
Education
Iona College
BBA, Finance
Hackley School
Irvington HS
Beth Dolis's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Independent Professional
Industry Fund-Raising
Experience
Annunciation Catholic Church September 2007 - Present
MarketAxess 2000 - 2005
Market Axess Holdings 2000 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2000
Bear Stearns 1995 - 1998
Lehman Brothers 1991 - 1995
Skills
Fixed Income, Sales, Electronic Trading, Product Development, Product Management, Product Marketing, Financial Services, Trading, Fundraising, Non-profit..., Non-profit Leadership, Non-profit Board..., Event Planning, Event Management, Corporate Events, Roadshows
Education
Marist College 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Annunciation Catholic Church September 2007 - Present
MarketAxess 2000 - 2005
Market Axess Holdings 2000 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2000
Bear Stearns 1995 - 1998
Lehman Brothers 1991 - 1995
Skills
Fixed Income, Sales, Electronic Trading, Product Development, Product Management, Product Marketing, Financial Services, Trading, Fundraising, Non-profit..., Non-profit Leadership, Non-profit Board..., Event Planning, Event Management, Corporate Events, Roadshows
Education
Marist College 1987 — 1991
Bachelor of Business Administration (BBA), Finance, General
Chris Haight's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Independent Computer Software Professional
Industry Computer Software
Experience
UBS 2009 - Present
TECC 1985 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Salomon Bros 1990 - 1994
Salomon Brothers 1990 - 1994
Education
Indiana University of Pennsylvania 1980 — 1984
UBS 2009 - Present
TECC 1985 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Salomon Bros 1990 - 1994
Salomon Brothers 1990 - 1994
Education
Indiana University of Pennsylvania 1980 — 1984
Steve Mullooly's Donaldson, Lufkin & Jenrette Experience 2000 - 2004
Job Chief Compliance Officer at Schafer Cullen Capital Mgmt
Industry Investment Management
Experience
Schafer Cullen Capital Mgmt 2006 - Present
Ladenburg Thalmann 2004 - 2006
Donaldson, Lufkin & Jenrette 2000 - 2004
Morgan Stanley 1993 - 2000
Smith Barney 1990 - 1993
Shearson Lehman Brothers 1990 - 1993
Merrill Lynch 1988 - 1990
Skills
Hedge Funds, Mutual Funds, Equities, AML, FINRA, Securities, Broker-Dealer, SEC, Asset Managment, Management, Series 7, Series 24, Series 63, Investment Advisory, Investments, Investment Company Act, CIP, Series 3, Series 4, Series 8 (now 9&10), Series 14, Alternative Investments, Separately Managed..., Investment Management, Registered Investment...
Education
New York Institute of Technology
BS, Business & Economics
Schafer Cullen Capital Mgmt 2006 - Present
Ladenburg Thalmann 2004 - 2006
Donaldson, Lufkin & Jenrette 2000 - 2004
Morgan Stanley 1993 - 2000
Smith Barney 1990 - 1993
Shearson Lehman Brothers 1990 - 1993
Merrill Lynch 1988 - 1990
Skills
Hedge Funds, Mutual Funds, Equities, AML, FINRA, Securities, Broker-Dealer, SEC, Asset Managment, Management, Series 7, Series 24, Series 63, Investment Advisory, Investments, Investment Company Act, CIP, Series 3, Series 4, Series 8 (now 9&10), Series 14, Alternative Investments, Separately Managed..., Investment Management, Registered Investment...
Education
New York Institute of Technology
BS, Business & Economics
Colby Sambrotto's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job CEO at USRealty.com
Industry Internet
Experience
USRealty.com August 2011 - January 2015
BizTrader September 2007 - December 2010
ForSaleByOwner.com 1999 - August 2007
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
First Time Home Sellers, Real Estate Transactions, Classifieds, Website Development, Web Content, Real Estate Marketing, Business Strategy, Business Development, Real Estate, Digital Media, Online Advertising, Lead Generation, PPC, PPC Bid Management, Venture Capital, Operations Management, Board Relations, Digital Marketing, LAMP administration, Public Relations, E-commerce, Online Marketing, Sellers, SEO, SEM, Start-ups, Selling, Digital Strategy, Strategic Partnerships, Web Marketing, Google Adwords, New Business Development, Online Lead Generation, Finance, Internet Strategy, Customer Acquisition
Education
Ithaca College 1989 — 1993
USRealty.com August 2011 - January 2015
BizTrader September 2007 - December 2010
ForSaleByOwner.com 1999 - August 2007
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
First Time Home Sellers, Real Estate Transactions, Classifieds, Website Development, Web Content, Real Estate Marketing, Business Strategy, Business Development, Real Estate, Digital Media, Online Advertising, Lead Generation, PPC, PPC Bid Management, Venture Capital, Operations Management, Board Relations, Digital Marketing, LAMP administration, Public Relations, E-commerce, Online Marketing, Sellers, SEO, SEM, Start-ups, Selling, Digital Strategy, Strategic Partnerships, Web Marketing, Google Adwords, New Business Development, Online Lead Generation, Finance, Internet Strategy, Customer Acquisition
Education
Ithaca College 1989 — 1993
Brent Erensel's Donaldson, Lufkin & Jenrette Experience 1987 - 1991
Job MD at Portales Partners
Industry Financial Services
Experience
Portales Partners October 2001 - Present
Deutsche Bank 1999 - 2001
UBS 1991 - 1999
Donaldson, Lufkin & Jenrette 1987 - 1991
Dean Witter 1982 - 1987
Skills
Hedge Funds, Equities, Capital Markets, Investments, Asset Managment, Portfolio Management, Valuation, Bloomberg, Investment Banking, Equity Research, Securities, Private Equity, Series 7, Investment Strategies, Financial Modeling, Alternative Investments, Fixed Income, Corporate Finance, Asset Management, Equity Capital Markets, Asset Allocation, Financial Services, Bonds, Investment Management, Derivatives, Trading, Mergers & Acquisitions, Emerging Markets, Series 63, Wealth Management, Financial Markets, Wealth Management..., Equity Trading, Banking, Management, Financial Analysis, Risk Management, Mutual Funds, Finance
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
Lawrence University 1975 — 1978
Bachelor of Arts (B.A.)
Oregon Episcopal School 1969 — 1974
High School Diploma
Portales Partners October 2001 - Present
Deutsche Bank 1999 - 2001
UBS 1991 - 1999
Donaldson, Lufkin & Jenrette 1987 - 1991
Dean Witter 1982 - 1987
Skills
Hedge Funds, Equities, Capital Markets, Investments, Asset Managment, Portfolio Management, Valuation, Bloomberg, Investment Banking, Equity Research, Securities, Private Equity, Series 7, Investment Strategies, Financial Modeling, Alternative Investments, Fixed Income, Corporate Finance, Asset Management, Equity Capital Markets, Asset Allocation, Financial Services, Bonds, Investment Management, Derivatives, Trading, Mergers & Acquisitions, Emerging Markets, Series 63, Wealth Management, Financial Markets, Wealth Management..., Equity Trading, Banking, Management, Financial Analysis, Risk Management, Mutual Funds, Finance
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
Lawrence University 1975 — 1978
Bachelor of Arts (B.A.)
Oregon Episcopal School 1969 — 1974
High School Diploma
Eric Neufeld, CFA's Donaldson, Lufkin & Jenrette Experience 1994 - 1995
Job Associate Portfolio Manager at The Pacific Financial Group, Inc.
Industry Financial Services
Experience
The Pacific Financial Group, Inc. April 2015 - Present
The Pacific Financial Group, Inc. February 2013 - April 2015
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
First Data Corporation 1995 - 1998
SunAmerica Financial Group 1995 - 1995
Donaldson, Lufkin & Jenrette 1994 - 1995
Skills
Mutual Funds, Alternative Investments, Investments, 401k, Financial Modeling, Equities, Financial Analysis, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Strategies, Finance, Series 65, Capital Markets, Financial Planning, Risk Management
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA, Finance
James Madison University - College of Business
Bachelor of Business Administration (BBA), Finance
The Pacific Financial Group, Inc. April 2015 - Present
The Pacific Financial Group, Inc. February 2013 - April 2015
Fidelity Investments 2001 - 2005
Fidelity Investments 1998 - 2001
First Data Corporation 1995 - 1998
SunAmerica Financial Group 1995 - 1995
Donaldson, Lufkin & Jenrette 1994 - 1995
Skills
Mutual Funds, Alternative Investments, Investments, 401k, Financial Modeling, Equities, Financial Analysis, Strategic Financial..., Portfolio Management, Asset Allocation, Investment Strategies, Finance, Series 65, Capital Markets, Financial Planning, Risk Management
Education
Suffolk University - Sawyer School of Management 2005 — 2008
MBA, Finance
James Madison University - College of Business
Bachelor of Business Administration (BBA), Finance
Daniel Borges's Donaldson, Lufkin & Jenrette Experience July 1998 - October 2000
Job Sr. Director Architecture at Standard & Poor's
Industry Financial Services
Experience
Standard & Poor's October 2000 - Present
Donaldson, Lufkin & Jenrette July 1998 - October 2000
PaineWebber November 1997 - July 1998
Salomon Smith Barney December 1993 - November 1997
Empire Blue Cross Blue Shield April 1993 - December 1993
Department of Information Technology & Telecommunications October 1984 - April 1993
Con Edison November 1982 - October 1984
Skills
Ratings, Fixed Income, SDLC, Agile Methodologies, Enterprise Architecture, Business Analysis, SOA, Business Intelligence, Integration, Oracle, Software Development, IT Strategy
Education
New York Institute of Technology-Old Westbury 1981 — 1985
BS, Electro-Computer Engineering
Standard & Poor's October 2000 - Present
Donaldson, Lufkin & Jenrette July 1998 - October 2000
PaineWebber November 1997 - July 1998
Salomon Smith Barney December 1993 - November 1997
Empire Blue Cross Blue Shield April 1993 - December 1993
Department of Information Technology & Telecommunications October 1984 - April 1993
Con Edison November 1982 - October 1984
Skills
Ratings, Fixed Income, SDLC, Agile Methodologies, Enterprise Architecture, Business Analysis, SOA, Business Intelligence, Integration, Oracle, Software Development, IT Strategy
Education
New York Institute of Technology-Old Westbury 1981 — 1985
BS, Electro-Computer Engineering
Keith McCormack's Donaldson, Lufkin & Jenrette Experience 1998 - 2002
Job Managing Director at Contrarian Capital Management
Industry Investment Management
Experience
Contrarian Capital Management 2004 - Present
UBS Investment Bank 2003 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2002
Deloitte 1991 - 1996
Skills
Alternative Investments, Equities, Private Equity, Financial Modeling, Hedge Funds, Corporate Finance, Investment Banking, Capital Markets
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA
The Catholic University of America 1986 — 1990
BA
Contrarian Capital Management 2004 - Present
UBS Investment Bank 2003 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2002
Deloitte 1991 - 1996
Skills
Alternative Investments, Equities, Private Equity, Financial Modeling, Hedge Funds, Corporate Finance, Investment Banking, Capital Markets
Education
Indiana University - Kelley School of Business 1996 — 1998
MBA
The Catholic University of America 1986 — 1990
BA
Tony Macri's Donaldson, Lufkin & Jenrette Experience September 1997 - 2000
Job IT Professional
Industry Information Technology and Services
Experience
Pride Technologies (Consultant at Morgan Stanley) May 2012 - Present
Credit Suisse 2000 - May 2011
Donaldson, Lufkin & Jenrette September 1997 - 2000
AT&T January 1992 - August 1997
Andersen Consulting September 1990 - January 1992
Skills
Testing, IT Strategy, Business Analysis, Vendor Management, Coaching, Investment Banking, Software Project..., Derivatives, Unix, Trading Systems, Program Management, Strategy, SDLC, CRM
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance/Statistics
Lehigh University 1986 — 1990
BS, Electrical Engineering
Pride Technologies (Consultant at Morgan Stanley) May 2012 - Present
Credit Suisse 2000 - May 2011
Donaldson, Lufkin & Jenrette September 1997 - 2000
AT&T January 1992 - August 1997
Andersen Consulting September 1990 - January 1992
Skills
Testing, IT Strategy, Business Analysis, Vendor Management, Coaching, Investment Banking, Software Project..., Derivatives, Unix, Trading Systems, Program Management, Strategy, SDLC, CRM
Education
New York University - Leonard N. Stern School of Business 1993 — 1997
MBA, Finance/Statistics
Lehigh University 1986 — 1990
BS, Electrical Engineering
William Falk's Donaldson, Lufkin & Jenrette Experience September 1987 - January 1989
Job CIO/SIO AIG/AIG Federal Savings Bank
Industry Financial Services
Experience
AIG July 2000 - Present
JP Morgan January 1989 - July 2000
Donaldson, Lufkin & Jenrette September 1987 - January 1989
First Boston August 1983 - September 1987
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
MBA, Accounting and Finance
Lehigh University - College of Business and Economics 1976 — 1980
AIG July 2000 - Present
JP Morgan January 1989 - July 2000
Donaldson, Lufkin & Jenrette September 1987 - January 1989
First Boston August 1983 - September 1987
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
MBA, Accounting and Finance
Lehigh University - College of Business and Economics 1976 — 1980
Kristin Finney-Cooke, CAIA's Donaldson, Lufkin & Jenrette Experience 1998 - 2001
Job Senior Consultant at NEPC
Industry Financial Services
Experience
NEPC September 2010 - Present
Mercer December 2004 - September 2010
Credit Suisse First Boston 2001 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2001
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Investment Management, Asset Allocation, Pension Funds, Asset Management, Capital Markets, Securities, Investment Strategies, Fixed Income, Investment Advisory, Mutual Funds, Private Equity
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Howard University 1990 — 1994
Bachelor of Arts (B.A.)
NEPC September 2010 - Present
Mercer December 2004 - September 2010
Credit Suisse First Boston 2001 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2001
Skills
Alternative Investments, Hedge Funds, Equities, Investments, Investment Management, Asset Allocation, Pension Funds, Asset Management, Capital Markets, Securities, Investment Strategies, Fixed Income, Investment Advisory, Mutual Funds, Private Equity
Education
The University of Chicago Booth School of Business 1996 — 1998
MBA, Finance
Howard University 1990 — 1994
Bachelor of Arts (B.A.)
Frank Wilson's Donaldson, Lufkin & Jenrette Experience 1992 - 1994
Job Director, Finance Division at City of Chicago Department of Police
Industry Government Administration
Experience
City of Chicago Department of Police 1996 - Present
Everen Securities 1994 - 1996
Donaldson, Lufkin & Jenrette 1992 - 1994
Clayton Brown 1988 - 1989
Skills
Management, Budgets, Finance, Training, Procurement, Accounting, Strategic Planning, Government, Financial Analysis, Program Management, Enterprise Software, Public Speaking, Business Strategy, Policy, Project Management, Strategy, Nonprofits, Policy Analysis, Financial Modeling, Marketing, Negotiation, Investments, Economics, Portfolio Management, Risk Management, Business Development, Leadership, Managerial Finance, Public Relations, Securities, Research, Consulting, Analysis, Investment Banking, Business Planning, Change Management, Auditing, Data Analysis, Executive Management, Process Improvement, Organizational..., Business Process..., Leadership Development
Education
Thunderbird School of Global Management 2006 — 2008
MBA, International Management, Leadership, Cross Cultural Communication / Negotiation, Latin America
Morehouse College 1980 — 1984
BA, Economics
City of Chicago Department of Police 1996 - Present
Everen Securities 1994 - 1996
Donaldson, Lufkin & Jenrette 1992 - 1994
Clayton Brown 1988 - 1989
Skills
Management, Budgets, Finance, Training, Procurement, Accounting, Strategic Planning, Government, Financial Analysis, Program Management, Enterprise Software, Public Speaking, Business Strategy, Policy, Project Management, Strategy, Nonprofits, Policy Analysis, Financial Modeling, Marketing, Negotiation, Investments, Economics, Portfolio Management, Risk Management, Business Development, Leadership, Managerial Finance, Public Relations, Securities, Research, Consulting, Analysis, Investment Banking, Business Planning, Change Management, Auditing, Data Analysis, Executive Management, Process Improvement, Organizational..., Business Process..., Leadership Development
Education
Thunderbird School of Global Management 2006 — 2008
MBA, International Management, Leadership, Cross Cultural Communication / Negotiation, Latin America
Morehouse College 1980 — 1984
BA, Economics
Charles Phippen's Donaldson, Lufkin & Jenrette Experience 1996 - 1997
Job Greenwich Associates
Industry Information Services
Experience
Greenwich Associates April 2013 - Present
IHS January 2011 - March 2013
BNP Paribas 2006 - 2010
UBS Investment Bank 2002 - 2006
Goldman Sachs 1997 - 2002
Donaldson, Lufkin & Jenrette 1996 - 1997
Skills
Equities, Fixed Income, Investment Banking, Product Management, Business Development, Sales, Communication Skills, Prime Brokerage, Derivatives, Hedge Funds, Swaps, Capital Markets, Equity Derivatives, Electronic Trading, Collateral Management, Financial Markets, Portfolio Management, Financial Services, Trading, Strategy, Asset Management, CRM, Analytics, Investments, Management, Leadership, Finance, Securities, Consulting
Education
Lafayette College 1992 — 1996
BA, Economics and Business, Minor in Psychology
Tatnall High School 1988 — 1992
Diploma, General Studies
Greenwich Associates April 2013 - Present
IHS January 2011 - March 2013
BNP Paribas 2006 - 2010
UBS Investment Bank 2002 - 2006
Goldman Sachs 1997 - 2002
Donaldson, Lufkin & Jenrette 1996 - 1997
Skills
Equities, Fixed Income, Investment Banking, Product Management, Business Development, Sales, Communication Skills, Prime Brokerage, Derivatives, Hedge Funds, Swaps, Capital Markets, Equity Derivatives, Electronic Trading, Collateral Management, Financial Markets, Portfolio Management, Financial Services, Trading, Strategy, Asset Management, CRM, Analytics, Investments, Management, Leadership, Finance, Securities, Consulting
Education
Lafayette College 1992 — 1996
BA, Economics and Business, Minor in Psychology
Tatnall High School 1988 — 1992
Diploma, General Studies
James Galianese's Donaldson, Lufkin & Jenrette Experience August 1990 - July 1999
Job Help Desk Supervisor at Monmouth County
Industry Information Technology and Services
Experience
Monmouth County October 2012 - Present
BAE ETS January 2010 - October 2012
Premiere Global Services December 2004 - November 2009
AIG March 2004 - December 2004
Instinet July 1999 - November 2002
Donaldson, Lufkin & Jenrette August 1990 - July 1999
Education
Kean University
Monmouth County October 2012 - Present
BAE ETS January 2010 - October 2012
Premiere Global Services December 2004 - November 2009
AIG March 2004 - December 2004
Instinet July 1999 - November 2002
Donaldson, Lufkin & Jenrette August 1990 - July 1999
Education
Kean University
Nav Rahemtulla's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Partner at Ares Management
Industry Financial Services
Experience
Ares Management 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2000
IBM 1995 - 1996
Education
Ivey Business School at Western University 1994 — 1998
HBA, Business
Henry WiseWood 1989 — 1994
Ares Management 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2000
IBM 1995 - 1996
Education
Ivey Business School at Western University 1994 — 1998
HBA, Business
Henry WiseWood 1989 — 1994
Tania Holman Brown's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Syndicated Deal Administrator at SunTrust Bank
Industry Investment Management
Experience
SunTrust Bank 2009 - Present
Loan Star Hedge Fund Services 2008 - 2009
SunTrust Robinson Humphrey 2006 - 2008
JPMorgan Chase 2006 - 2006
Morgan Stanley 2005 - 2006
Stanfield Capital Partners 2000 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
Education
LIU Post
BS, Accounting
SunTrust Bank 2009 - Present
Loan Star Hedge Fund Services 2008 - 2009
SunTrust Robinson Humphrey 2006 - 2008
JPMorgan Chase 2006 - 2006
Morgan Stanley 2005 - 2006
Stanfield Capital Partners 2000 - 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
Education
LIU Post
BS, Accounting
John Gilmartin's Donaldson, Lufkin & Jenrette Experience October 1998 - September 2000
Job at Raymond James and Associates
Industry Financial Services
Experience
Raymond James and Associates October 2010 - Present
R&H Securities (aquired by VDM Institutional Aug. '07) April 2004 - October 2009
Lehman Brothers September 2000 - April 2004
Donaldson, Lufkin & Jenrette October 1998 - September 2000
Morgan Keegan & Co. April 1992 - October 1998
Skills
Series 7, Series 63, Series 24, Series 55
Education
Marist College 1984 — 1988
bs, finance
Raymond James and Associates October 2010 - Present
R&H Securities (aquired by VDM Institutional Aug. '07) April 2004 - October 2009
Lehman Brothers September 2000 - April 2004
Donaldson, Lufkin & Jenrette October 1998 - September 2000
Morgan Keegan & Co. April 1992 - October 1998
Skills
Series 7, Series 63, Series 24, Series 55
Education
Marist College 1984 — 1988
bs, finance
Nicholas Gleckman's Donaldson, Lufkin & Jenrette Experience June 1995 - March 1997
Job Hedge Fund Consultant
Industry Financial Services
Experience
Arch Capital Management, Inc. December 1999 - Present
TUDOR INVESTMENT CORPORATION June 2009 - October 2011
Donaldson, Lufkin & Jenrette June 1995 - March 1997
SBC Warburg February 1995 - June 1995
Bankers Trust July 1989 - January 1995
Morgan Stanley February 1986 - April 1989
Skills
Derivatives, Hedge Funds, Equity Derivatives, Equities, Structured Products, Options, Fixed Income, Strategy, Alternative Investments, Emerging Markets, Portfolio Management
Education
McGill University 1981 — 1985
B Sci, Math & Computer Science
Lycee Francais de NY
Trinity School
Arch Capital Management, Inc. December 1999 - Present
TUDOR INVESTMENT CORPORATION June 2009 - October 2011
Donaldson, Lufkin & Jenrette June 1995 - March 1997
SBC Warburg February 1995 - June 1995
Bankers Trust July 1989 - January 1995
Morgan Stanley February 1986 - April 1989
Skills
Derivatives, Hedge Funds, Equity Derivatives, Equities, Structured Products, Options, Fixed Income, Strategy, Alternative Investments, Emerging Markets, Portfolio Management
Education
McGill University 1981 — 1985
B Sci, Math & Computer Science
Lycee Francais de NY
Trinity School
Matthew A'Hearn's Donaldson, Lufkin & Jenrette Experience July 2000 - May 2001
Job Managing Director at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company April 2009 - Present
Bank of America Merrill Lynch May 2005 - April 2009
UBS Investment Bank May 2001 - May 2005
Donaldson, Lufkin & Jenrette July 2000 - May 2001
Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Mergers, Private Equity, Valuation, Venture Capital
Education
Indiana University - Kelley School of Business 1996 — 2000
Moelis & Company April 2009 - Present
Bank of America Merrill Lynch May 2005 - April 2009
UBS Investment Bank May 2001 - May 2005
Donaldson, Lufkin & Jenrette July 2000 - May 2001
Skills
Capital Markets, Corporate Finance, Financial Modeling, Investment Banking, LBO, Mergers, Private Equity, Valuation, Venture Capital
Education
Indiana University - Kelley School of Business 1996 — 2000
Timothy Kilduff's Donaldson, Lufkin & Jenrette Experience 1984 - 1985
Job Financial Services Professional
Industry Financial Services
Experience
Douglas Elliman Property Management March 2012 - Present
The Bank of New York Mellon July 2008 - December 2011
Citi 2007 - 2008
Citi 1997 - 2007
The Bank of New York 1986 - 1997
Irving Trust Company 1985 - 1986
Donaldson, Lufkin & Jenrette 1984 - 1985
Federbush, Semel & Cardello 1983 - 1984
Skills
Banking, Investments, Securities, Cross Selling, Business Relationship..., ERISA, Global Custody, Client Relationship..., Relationship Management, CRM, Strategy, Financial Services, Business Development, Capital Markets, Management
Education
Manhattan College 1987 — 1989
Master of Business Administration, Finance
Saint John's University - Peter J. Tobin College of Business 1978 — 1982
Bachelor of Science, Management
Douglas Elliman Property Management March 2012 - Present
The Bank of New York Mellon July 2008 - December 2011
Citi 2007 - 2008
Citi 1997 - 2007
The Bank of New York 1986 - 1997
Irving Trust Company 1985 - 1986
Donaldson, Lufkin & Jenrette 1984 - 1985
Federbush, Semel & Cardello 1983 - 1984
Skills
Banking, Investments, Securities, Cross Selling, Business Relationship..., ERISA, Global Custody, Client Relationship..., Relationship Management, CRM, Strategy, Financial Services, Business Development, Capital Markets, Management
Education
Manhattan College 1987 — 1989
Master of Business Administration, Finance
Saint John's University - Peter J. Tobin College of Business 1978 — 1982
Bachelor of Science, Management
Mark Bourguignon's Donaldson, Lufkin & Jenrette Experience September 1997 - March 2000
Job Director at ClearBridge Investments
Industry Investment Management
Experience
ClearBridge Investments November 2003 - Present
Option Advantage Partners March 2001 - June 2002
Thomas Weisel Partners March 2000 - March 2001
Donaldson, Lufkin & Jenrette September 1997 - March 2000
Skills
Investments, Angel Investing, Equities, Asset Management, Hedge Funds, Portfolio Management, Private Equity, real estate private..., alternative investments, Bloomberg, Valuation, Financial Modeling, Equity Research, Alternative Investments, Asset Allocation, Capital Markets, Financial Services, Fixed Income
Education
Marquette University 1993 — 1997
BS, Business Administration; BA, Criminology and Law Studies
University of Antwerp 1996 — 1996
European Union business strategy
ClearBridge Investments November 2003 - Present
Option Advantage Partners March 2001 - June 2002
Thomas Weisel Partners March 2000 - March 2001
Donaldson, Lufkin & Jenrette September 1997 - March 2000
Skills
Investments, Angel Investing, Equities, Asset Management, Hedge Funds, Portfolio Management, Private Equity, real estate private..., alternative investments, Bloomberg, Valuation, Financial Modeling, Equity Research, Alternative Investments, Asset Allocation, Capital Markets, Financial Services, Fixed Income
Education
Marquette University 1993 — 1997
BS, Business Administration; BA, Criminology and Law Studies
University of Antwerp 1996 — 1996
European Union business strategy
Steven Mattus, CFA's Donaldson, Lufkin & Jenrette Experience 1993 - 2000
Job Private Banking Product Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 1993 - Present
Jefferies 2006 - 2008
Donaldson, Lufkin & Jenrette 1993 - 2000
Education
Iona College 1992 — 1994
Master of Business Administration (M.B.A.), Finance
State University of New York College at Geneseo 1988 — 1992
Bachelor's Degree, Economics
Shenendehowa 1984 — 1988
High School
Credit Suisse July 1993 - Present
Jefferies 2006 - 2008
Donaldson, Lufkin & Jenrette 1993 - 2000
Education
Iona College 1992 — 1994
Master of Business Administration (M.B.A.), Finance
State University of New York College at Geneseo 1988 — 1992
Bachelor's Degree, Economics
Shenendehowa 1984 — 1988
High School
Albert Stoner's Donaldson, Lufkin & Jenrette Experience November 2000 - August 2001
Job
Industry Information Technology and Services
Experience
Wells Fargo Bank September 2008 - Present
Wachovia Bank September 2003 - September 2008
Deutsche Bank September 2001 - August 2003
Donaldson, Lufkin & Jenrette November 2000 - August 2001
Prudential Insurance June 1998 - October 2000
Skills
Storage, Enterprise Architecture, Disaster Recovery, Data Center, IT Strategy, Management, SDLC, Integration, Business Analysis, SharePoint, Visio, Unix, Storage Architecture..., Information Technology..., Requirements Analysis, Virtualization, Security, VMware, Leadership, Enterprise Software, SAN, Project Management, Strategy, Bioinformatics, High Performance Grid..., Cryptography and..., Process Improvement, Information Technology, Infrastructure, Program Management, Governance, Cloud Computing, Architecture, Strategic Planning, Servers, Business Continuity, Sales, Public Speaking, Risk Management, Networking, Change Management, Consulting, Software Project..., IT Management
Education
University of North Carolina at Charlotte 2015 — 2017
Master’s Degree, Professional Science Masters in Data Science and Business Analytics
University of Phoenix 2007 — 2009
MBA, Information Technology Management
The University of Chicago 1984 — 1989
Doctor of Philosophy (Ph.D.)
Lycoming College 1978 — 1982
Bachelor of Arts, Astrophysics
Wells Fargo Bank September 2008 - Present
Wachovia Bank September 2003 - September 2008
Deutsche Bank September 2001 - August 2003
Donaldson, Lufkin & Jenrette November 2000 - August 2001
Prudential Insurance June 1998 - October 2000
Skills
Storage, Enterprise Architecture, Disaster Recovery, Data Center, IT Strategy, Management, SDLC, Integration, Business Analysis, SharePoint, Visio, Unix, Storage Architecture..., Information Technology..., Requirements Analysis, Virtualization, Security, VMware, Leadership, Enterprise Software, SAN, Project Management, Strategy, Bioinformatics, High Performance Grid..., Cryptography and..., Process Improvement, Information Technology, Infrastructure, Program Management, Governance, Cloud Computing, Architecture, Strategic Planning, Servers, Business Continuity, Sales, Public Speaking, Risk Management, Networking, Change Management, Consulting, Software Project..., IT Management
Education
University of North Carolina at Charlotte 2015 — 2017
Master’s Degree, Professional Science Masters in Data Science and Business Analytics
University of Phoenix 2007 — 2009
MBA, Information Technology Management
The University of Chicago 1984 — 1989
Doctor of Philosophy (Ph.D.)
Lycoming College 1978 — 1982
Bachelor of Arts, Astrophysics
Kevin Leakes's Donaldson, Lufkin & Jenrette Experience 1995 - 2000
Job Financial Operations Specialist
Industry Investment Management
Experience
Ares Management 2009 - Present
Alcentra Inc. January 2004 - January 2009
Credit Suisse First Boston 2000 - May 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Portfolio Management, Accounting, Finance, Loans, Analysis, Asset Management, Back Office, Bonds, Equities, Financial Modeling, Fixed Income, Hedge Funds, Structured Products, Trading
Education
Loyola Marymount University, College of Business Administration 1989 — 1993
BBA, Finance & Economics
Compton High School
Ares Management 2009 - Present
Alcentra Inc. January 2004 - January 2009
Credit Suisse First Boston 2000 - May 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Portfolio Management, Accounting, Finance, Loans, Analysis, Asset Management, Back Office, Bonds, Equities, Financial Modeling, Fixed Income, Hedge Funds, Structured Products, Trading
Education
Loyola Marymount University, College of Business Administration 1989 — 1993
BBA, Finance & Economics
Compton High School
Darice Taverna's Donaldson, Lufkin & Jenrette Experience April 2000 - November 2000
Job Financial Services Professional
Industry Financial Services
Experience
CREDIT SUISSE FIRST BOSTON November 2000 - July 2001
Donaldson, Lufkin & Jenrette April 2000 - November 2000
KPMG CONSULTING April 1999 - March 2000
CITIBANK, NA March 1990 - May 1998
BANKERS TRUST COMPANY January 1977 - January 1990
Skills
Employee Benefits, Process Improvement, Analysis, Financial Services, Mergers & Acquisitions, Human Resources, Management, Deferred Compensation, Investments, Sales, Equities
Education
Adelphi University, Graduate School of Business
MBA
Manhattanville College
BA, Economics
CREDIT SUISSE FIRST BOSTON November 2000 - July 2001
Donaldson, Lufkin & Jenrette April 2000 - November 2000
KPMG CONSULTING April 1999 - March 2000
CITIBANK, NA March 1990 - May 1998
BANKERS TRUST COMPANY January 1977 - January 1990
Skills
Employee Benefits, Process Improvement, Analysis, Financial Services, Mergers & Acquisitions, Human Resources, Management, Deferred Compensation, Investments, Sales, Equities
Education
Adelphi University, Graduate School of Business
MBA
Manhattanville College
BA, Economics
Robert Castner's Donaldson, Lufkin & Jenrette Experience 1977 - 2000
Job Accountant at MOR USA INC
Industry Accounting
Experience
MOR USA INC November 2008 - Present
Robert Castner Tax Service 1980 - 2011
Credit Suisse August 1977 - December 2007
Donaldson, Lufkin & Jenrette 1977 - 2000
Pershing 1984 - 1986
Skills
Payroll, Tax, Accounting, Financial Reporting, Financial Analysis, Strategic Financial..., Cash Flow, Accruals, Internal Controls, GAAP, Financial Audits, Finance, Budgets, Auditing, Tax Preparation, Account Reconciliation, Financial Modeling, Investments, Financial Accounting, Investment Banking, Corporate Finance, US GAAP, Internal Audit, Business Planning, Valuation, Private Equity, Financial Planning
Education
King's College 1966 — 1969
BS Bus Admin, Major Bus. Minor Acctg.
Biscayne College 1965 — 1966
Accounting
MOR USA INC November 2008 - Present
Robert Castner Tax Service 1980 - 2011
Credit Suisse August 1977 - December 2007
Donaldson, Lufkin & Jenrette 1977 - 2000
Pershing 1984 - 1986
Skills
Payroll, Tax, Accounting, Financial Reporting, Financial Analysis, Strategic Financial..., Cash Flow, Accruals, Internal Controls, GAAP, Financial Audits, Finance, Budgets, Auditing, Tax Preparation, Account Reconciliation, Financial Modeling, Investments, Financial Accounting, Investment Banking, Corporate Finance, US GAAP, Internal Audit, Business Planning, Valuation, Private Equity, Financial Planning
Education
King's College 1966 — 1969
BS Bus Admin, Major Bus. Minor Acctg.
Biscayne College 1965 — 1966
Accounting
Paul Romanelli's Donaldson, Lufkin & Jenrette Experience March 1999 - March 2001
Job Head of Fixed Income Analytics at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo 2009 - Present
Wachovia Bank May 2005 - January 2009
Wachovia Securities May 2005 - December 2008
Wachovia 2005 - December 2008
HSBC Securities March 2001 - May 2005
HSBC Bank USA 2001 - 2005
HSBC 2001 - 2005
Donaldson, Lufkin & Jenrette March 1999 - March 2001
Deutsche Bank 1999 - 1999
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Interest Rate..., Library Design, Derivatives, Emerging Markets, Analytics, Financial Modeling, Options, Swaps, Fixed Income, Quantitative Finance, Capital Markets, Quantitative Investing, Quantitative Analytics
Education
Yale University 1986 — 1991
Ph. D., Physics
Massachusetts Institute of Technology 1982 — 1986
S.B., Physics
Wells Fargo 2009 - Present
Wachovia Bank May 2005 - January 2009
Wachovia Securities May 2005 - December 2008
Wachovia 2005 - December 2008
HSBC Securities March 2001 - May 2005
HSBC Bank USA 2001 - 2005
HSBC 2001 - 2005
Donaldson, Lufkin & Jenrette March 1999 - March 2001
Deutsche Bank 1999 - 1999
Bankers Trust 1991 - 1999
Skills
Credit Derivatives, Interest Rate..., Library Design, Derivatives, Emerging Markets, Analytics, Financial Modeling, Options, Swaps, Fixed Income, Quantitative Finance, Capital Markets, Quantitative Investing, Quantitative Analytics
Education
Yale University 1986 — 1991
Ph. D., Physics
Massachusetts Institute of Technology 1982 — 1986
S.B., Physics
Patricia Giambalvo's Donaldson, Lufkin & Jenrette Experience 1982 - 2000
Job Associate Broker at Realty Executives North Shore
Industry Real Estate
Experience
Realty Executives North Shore 2007 - Present
Re/Max North Shore 2003 - 2007
Donaldson, Lufkin & Jenrette 1982 - 2000
Skills
Investment Properties, New Home Sales, ABR, Sellers
Education
Nassau Community College 1974 — 1976
Associate of Arts (AA)
Realty Executives North Shore 2007 - Present
Re/Max North Shore 2003 - 2007
Donaldson, Lufkin & Jenrette 1982 - 2000
Skills
Investment Properties, New Home Sales, ABR, Sellers
Education
Nassau Community College 1974 — 1976
Associate of Arts (AA)
Si Timberman's Donaldson, Lufkin & Jenrette Experience October 1989 - August 1993
Job General Partner at Astrum Capital LLC
Industry Investment Management
Experience
Si Timberman January 2010 - Present
Astrum Capital LLC January 1998 - December 2009
Cowen and Company August 1993 - December 1997
Donaldson, Lufkin & Jenrette October 1989 - August 1993
Education
Montana State University-Bozeman 1978 — 1982
BA, Buisness
Si Timberman January 2010 - Present
Astrum Capital LLC January 1998 - December 2009
Cowen and Company August 1993 - December 1997
Donaldson, Lufkin & Jenrette October 1989 - August 1993
Education
Montana State University-Bozeman 1978 — 1982
BA, Buisness
Melinda Santos Kelly's Donaldson, Lufkin & Jenrette Experience June 1998 - September 2000
Job Executive Director, Marketing Services at BristolMyers Squibb
Industry Marketing and Advertising
Experience
Bristol-Myers Squibb October 2003 - Present
Credit Suisse (formerly Donaldson, Lufkin & Jenrette) September 2000 - November 2001
Donaldson, Lufkin & Jenrette June 1998 - September 2000
800 Spirits, Inc. June 1988 - June 1998
Skills
Integrated Marketing, Account Management, Digital Marketing, Clinical Trials, Graphic Design, Product Launch, Marketing Strategy, Marketing, Pharmaceutical Industry, Cross-functional Team..., Brand Management, Direct Marketing, Market Research, Marketing Management, Strategy, Management, Marketing Communications, Advertising, Brand Development, Creative Direction, Strategic Planning, Email Marketing, Digital Strategy
Education
Montclair State University 1994 — 1997
Bachelor's, History
William Paterson University of New Jersey 1986 — 1988
Bristol-Myers Squibb October 2003 - Present
Credit Suisse (formerly Donaldson, Lufkin & Jenrette) September 2000 - November 2001
Donaldson, Lufkin & Jenrette June 1998 - September 2000
800 Spirits, Inc. June 1988 - June 1998
Skills
Integrated Marketing, Account Management, Digital Marketing, Clinical Trials, Graphic Design, Product Launch, Marketing Strategy, Marketing, Pharmaceutical Industry, Cross-functional Team..., Brand Management, Direct Marketing, Market Research, Marketing Management, Strategy, Management, Marketing Communications, Advertising, Brand Development, Creative Direction, Strategic Planning, Email Marketing, Digital Strategy
Education
Montclair State University 1994 — 1997
Bachelor's, History
William Paterson University of New Jersey 1986 — 1988
Guy Drescher's Donaldson, Lufkin & Jenrette Experience 1991 - 2001
Job Sr. Project Manager at Riverso Associates, Inc.
Industry Construction
Experience
Riverso Associates, Inc. October 2001 - Present
Donaldson, Lufkin & Jenrette 1991 - 2001
We're Associates, Inc. January 1984 - December 1990
Merrill Lynch January 1981 - January 1984
Skills
Contract Management, Disaster Recovery, Value Engineering, Construction Management, Due Diligence, Budgeting, Auditing, Contract Negotiations, Microsoft Office, Excel, Construction, Contract Negotiation, Vendor Management
Education
New York Institute of Technology-Old Westbury
BS, Architectural Technology
Riverso Associates, Inc. October 2001 - Present
Donaldson, Lufkin & Jenrette 1991 - 2001
We're Associates, Inc. January 1984 - December 1990
Merrill Lynch January 1981 - January 1984
Skills
Contract Management, Disaster Recovery, Value Engineering, Construction Management, Due Diligence, Budgeting, Auditing, Contract Negotiations, Microsoft Office, Excel, Construction, Contract Negotiation, Vendor Management
Education
New York Institute of Technology-Old Westbury
BS, Architectural Technology
Robert Sypher's Donaldson, Lufkin & Jenrette Experience 1993 - 2000
Job VP of Business Operations at Altium Wealth Management, LLC
Industry Real Estate
Experience
Altium Wealth Management, LLC March 2011 - Present
Calvary Asset Management August 2008 - February 2011
The Winter Group September 2002 - July 2008
Credit Suisse First Boston 1999 - 2002
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Mortgage Lending, Property Management, Investments, Fixed Income, Financial Analysis, Securities, Valuation, Financial Services
Education
Iona College 1989 — 1993
BBA, Finance
Altium Wealth Management, LLC March 2011 - Present
Calvary Asset Management August 2008 - February 2011
The Winter Group September 2002 - July 2008
Credit Suisse First Boston 1999 - 2002
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Mortgage Lending, Property Management, Investments, Fixed Income, Financial Analysis, Securities, Valuation, Financial Services
Education
Iona College 1989 — 1993
BBA, Finance
Frank DeSantis, CFA's Donaldson, Lufkin & Jenrette Experience June 1996 - March 2000
Job Consultant
Industry Investment Management
Experience
Cyprium Capital LLC January 2011 - Present
Cyprium Capital LLC May 2009 - December 2010
Copper Beech Capital Management Inc. September 2000 - October 2007
Donaldson, Lufkin & Jenrette June 1996 - March 2000
Donaldson, Lufkin & Jenrette May 1991 - June 1996
PaineWebber May 1989 - May 1991
Smith Barney Harris Upham & Co. May 1987 - May 1989
National Bank of Detroit June 1985 - May 1987
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Equity Research, Alternative Investments, Valuation, Financial Modeling, Securities, Investment Strategies, Trading, Financial Analysis, Due Diligence, Investment Advisory, Bloomberg, Asset Allocation, Credit, Bonds, Banking, Equity Trading, Risk Management, Structured Finance, Derivatives, Mutual Funds, Financial Services, Emerging Markets, Strategy, Investment Management, Asset Management
Education
Indiana University - Kelley School of Business 1983 — 1985
MBA, Finance and Accounting
Purdue University - Krannert School of Management 1979 — 1983
BSIM, Industrial Management
Cyprium Capital LLC January 2011 - Present
Cyprium Capital LLC May 2009 - December 2010
Copper Beech Capital Management Inc. September 2000 - October 2007
Donaldson, Lufkin & Jenrette June 1996 - March 2000
Donaldson, Lufkin & Jenrette May 1991 - June 1996
PaineWebber May 1989 - May 1991
Smith Barney Harris Upham & Co. May 1987 - May 1989
National Bank of Detroit June 1985 - May 1987
Skills
Hedge Funds, Equities, Investments, Portfolio Management, Equity Research, Alternative Investments, Valuation, Financial Modeling, Securities, Investment Strategies, Trading, Financial Analysis, Due Diligence, Investment Advisory, Bloomberg, Asset Allocation, Credit, Bonds, Banking, Equity Trading, Risk Management, Structured Finance, Derivatives, Mutual Funds, Financial Services, Emerging Markets, Strategy, Investment Management, Asset Management
Education
Indiana University - Kelley School of Business 1983 — 1985
MBA, Finance and Accounting
Purdue University - Krannert School of Management 1979 — 1983
BSIM, Industrial Management
Daniel Hern's Donaldson, Lufkin & Jenrette Experience June 1999 - November 2000
Job Director at BTIG
Industry Capital Markets
Experience
BTIG August 2007 - Present
Prudential Equity Group January 2001 - June 2007
Donaldson, Lufkin & Jenrette June 1999 - November 2000
Education
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA
BTIG August 2007 - Present
Prudential Equity Group January 2001 - June 2007
Donaldson, Lufkin & Jenrette June 1999 - November 2000
Education
Isenberg School of Management, UMass Amherst 1986 — 1990
BBA
Laura Clancy's Donaldson, Lufkin & Jenrette Experience January 1990 - February 2002
Job Executive Assistant at BlackRock
Industry Financial Services
Experience
BlackRock October 2013 - Present
Muirfield Capital Management May 2003 - October 2008
Donaldson, Lufkin & Jenrette January 1990 - February 2002
Skills
Constant Contact, High Level Of..., Outlook Express, Executive Positions, Microsoft Office, Alternative Investments, Equities, Hedge Funds, Private Equity, Mutual Funds, Asset Allocation, Capital Markets, Investment Strategies, Fund Of Funds, Investments, Microsoft Excel
Education
Katherine Gibbs School
Mater Dei High School, New Monmouth, NJ
BlackRock October 2013 - Present
Muirfield Capital Management May 2003 - October 2008
Donaldson, Lufkin & Jenrette January 1990 - February 2002
Skills
Constant Contact, High Level Of..., Outlook Express, Executive Positions, Microsoft Office, Alternative Investments, Equities, Hedge Funds, Private Equity, Mutual Funds, Asset Allocation, Capital Markets, Investment Strategies, Fund Of Funds, Investments, Microsoft Excel
Education
Katherine Gibbs School
Mater Dei High School, New Monmouth, NJ
Brian Schnelle's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Account Manager Thomson Reuters
Industry Financial Services
Experience
Thomson Reuters 2007 - Present
Reuters 2004 - 2007
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Market Data, Financial Markets, Account Management, Solution Selling, Salesforce.com, Financial Services
Education
Loyola College 1992 — 1996
Bachelor of Arts (BA), Psychology
Thomson Reuters 2007 - Present
Reuters 2004 - 2007
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Market Data, Financial Markets, Account Management, Solution Selling, Salesforce.com, Financial Services
Education
Loyola College 1992 — 1996
Bachelor of Arts (BA), Psychology
Dante LaRocca's Donaldson, Lufkin & Jenrette Experience 1991 - 2000
Job Director at Credit Suisse
Industry Real Estate
Experience
Credit Suisse September 2013 - Present
BGC Partners May 2012 - May 2013
Flat 801 Management Company LLC 2010 - May 2012
Centerline Capital Group May 2008 - March 2010
Nomura Securities 2001 - 2008
Credit Suisse First Boston 2000 - 2001
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1991 - 2000
DLJ 1991 - 2000
Thacher Proffitt & Wood LLP 1983 - 1990
Skills
Capital Markets, Securitization, Commercial Mortgages, Loan Origination, Mortgage Lending, Real Estate Finance, CMBS, Real Estate, Investment Banking, Mortgage, Structured Finance, Real Estate Transactions, Asset Management, Dispositions, Real Estate Investment, Workout, Restructuring, Contract Negotiation, Risk Management, Fixed Income, Negotiation, Investor Relations, Loans, Banking, Investment Properties, Asset Managment, Real Estate Economics, Commercial Real Estate, Disposition, Due Diligence, Investments, Credit
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
New York University School of Law 1978 — 1982
JD
Muhlenberg College 1974 — 1978
BA, Political Science
Wayne Valley HS 1970 — 1974
Master of Business Administration (MBA), Finance, General
Credit Suisse September 2013 - Present
BGC Partners May 2012 - May 2013
Flat 801 Management Company LLC 2010 - May 2012
Centerline Capital Group May 2008 - March 2010
Nomura Securities 2001 - 2008
Credit Suisse First Boston 2000 - 2001
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1991 - 2000
DLJ 1991 - 2000
Thacher Proffitt & Wood LLP 1983 - 1990
Skills
Capital Markets, Securitization, Commercial Mortgages, Loan Origination, Mortgage Lending, Real Estate Finance, CMBS, Real Estate, Investment Banking, Mortgage, Structured Finance, Real Estate Transactions, Asset Management, Dispositions, Real Estate Investment, Workout, Restructuring, Contract Negotiation, Risk Management, Fixed Income, Negotiation, Investor Relations, Loans, Banking, Investment Properties, Asset Managment, Real Estate Economics, Commercial Real Estate, Disposition, Due Diligence, Investments, Credit
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
New York University School of Law 1978 — 1982
JD
Muhlenberg College 1974 — 1978
BA, Political Science
Wayne Valley HS 1970 — 1974
Master of Business Administration (MBA), Finance, General
Cynthia Buck's Donaldson, Lufkin & Jenrette Experience June 1992 - April 1998
Job Compliance Director at John Hancock
Industry Financial Services
Experience
John Hancock July 2010 - Present
John Hancock April 2010 - July 2010
Affiliated Managers Group. Inc. June 2009 - January 2010
U.S. Boston Capital Corporation January 2007 - September 2008
Oppenheimer & Co. April 2000 - February 2005
Merrill Lynch August 1998 - April 2000
Donaldson, Lufkin & Jenrette June 1992 - April 1998
Education
Suffolk University Law School 2003 — 2006
JD, Legal
Ithaca College 1987 — 1991
BA, Art History
John Hancock July 2010 - Present
John Hancock April 2010 - July 2010
Affiliated Managers Group. Inc. June 2009 - January 2010
U.S. Boston Capital Corporation January 2007 - September 2008
Oppenheimer & Co. April 2000 - February 2005
Merrill Lynch August 1998 - April 2000
Donaldson, Lufkin & Jenrette June 1992 - April 1998
Education
Suffolk University Law School 2003 — 2006
JD, Legal
Ithaca College 1987 — 1991
BA, Art History
Adele Lun's Donaldson, Lufkin & Jenrette Experience 1994 - 2000
Job Retired Fixed Income Institutional Sales
Industry Investment Banking
Experience
Deutsche Bank 2001 - 2010
Donaldson, Lufkin & Jenrette 1994 - 2000
Lehman Brothers 1989 - 1994
Skills
Piano, Composition, Classical, Guitar, Music Education, Creative Writing
Education
National Taiwan University 1973 — 1977
B.A., English Literature
Deutsche Bank 2001 - 2010
Donaldson, Lufkin & Jenrette 1994 - 2000
Lehman Brothers 1989 - 1994
Skills
Piano, Composition, Classical, Guitar, Music Education, Creative Writing
Education
National Taiwan University 1973 — 1977
B.A., English Literature
Karsten Heise 赫锴诚's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Director | Technology Commercialization at Nevada Governor's Office of Economic Development
Industry Government Relations
Experience
Nevada Governor's Office of Economic Development April 2012 - Present
China-Hong Kong M&A advisory company (Baron Group 建勤集团, Beijing office) April 2010 - April 2012
Asia Assets Limited 亚洲资产有限公司 April 2008 - April 2010
Credit Suisse First Boston (CSFB) 2000 - 2005
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Volksbank Pforzheim eG 1990 - 1992
Skills
International Business, Private Equity, Economic Development, Investments, Alternative Investments, New Business Development, International Project..., Business Relationship..., Commercialization, Chinese, Mandarin, Wealth Management, Private Banking, Chinese culture, Investment Strategies, Foreign Relations, East Asian Studies, Chinese Foreign Policy, Report Writing, Innovation Development, Greater China, Management, Public Speaking, Leadership, Strategy, Business Development, Nonprofits, Program Management, Program Development, Entrepreneurship, Community Outreach, Project Management, Team Building, Negotiation, Business Strategy, Strategic Partnerships, International Relations
Education
University of Cambridge 2005 — 2007
M.Phil.
北京大学 2006 — 2006
China Center for Economic Research
National University of Singapore 2005 — 2005
London Business School 1998 — 1999
Executive Education
The University of Reading 1997 — 1998
M.Sc.
University of Buckingham 1992 — 1995
B.Sc.(Hons)
Felix-Klein Gymnasium Goettingen
High School
Nevada Governor's Office of Economic Development April 2012 - Present
China-Hong Kong M&A advisory company (Baron Group 建勤集团, Beijing office) April 2010 - April 2012
Asia Assets Limited 亚洲资产有限公司 April 2008 - April 2010
Credit Suisse First Boston (CSFB) 2000 - 2005
Donaldson, Lufkin & Jenrette 1997 - 2000
Morgan Stanley 1995 - 1997
Volksbank Pforzheim eG 1990 - 1992
Skills
International Business, Private Equity, Economic Development, Investments, Alternative Investments, New Business Development, International Project..., Business Relationship..., Commercialization, Chinese, Mandarin, Wealth Management, Private Banking, Chinese culture, Investment Strategies, Foreign Relations, East Asian Studies, Chinese Foreign Policy, Report Writing, Innovation Development, Greater China, Management, Public Speaking, Leadership, Strategy, Business Development, Nonprofits, Program Management, Program Development, Entrepreneurship, Community Outreach, Project Management, Team Building, Negotiation, Business Strategy, Strategic Partnerships, International Relations
Education
University of Cambridge 2005 — 2007
M.Phil.
北京大学 2006 — 2006
China Center for Economic Research
National University of Singapore 2005 — 2005
London Business School 1998 — 1999
Executive Education
The University of Reading 1997 — 1998
M.Sc.
University of Buckingham 1992 — 1995
B.Sc.(Hons)
Felix-Klein Gymnasium Goettingen
High School
Jason J. Cawley's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Senior Director Private Equity at PSP Investments
Industry Venture Capital & Private Equity
Experience
PSP Investments 2012 - Present
Noranco Inc 2014 - Present
Cengage Learning 2014 - Present
Coady Diemar Partners 2004 - 2012
DLJ Merchant Banking Partners 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Finance, Investments, Financial Analysis, Capital Markets, Investment Banking
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Middlebury College
BA, Economics
The Taft School
PSP Investments 2012 - Present
Noranco Inc 2014 - Present
Cengage Learning 2014 - Present
Coady Diemar Partners 2004 - 2012
DLJ Merchant Banking Partners 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Financial Modeling, Valuation, Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Finance, Investments, Financial Analysis, Capital Markets, Investment Banking
Education
Dartmouth College - The Tuck School of Business at Dartmouth
MBA
Middlebury College
BA, Economics
The Taft School
Brian Duddy's Donaldson, Lufkin & Jenrette Experience March 1991 - October 2000
Job Sales Trader at William Blair and Company
Industry Financial Services
Experience
William Blair and Company May 2007 - Present
Soleil Securities May 2003 - May 2007
Cowen and Company October 2000 - June 2002
Donaldson, Lufkin & Jenrette March 1991 - October 2000
Education
Lehigh University 1984 — 1988
Bachelor of Science (BS), Finance, General
St. George's School 1981 — 1984
William Blair and Company May 2007 - Present
Soleil Securities May 2003 - May 2007
Cowen and Company October 2000 - June 2002
Donaldson, Lufkin & Jenrette March 1991 - October 2000
Education
Lehigh University 1984 — 1988
Bachelor of Science (BS), Finance, General
St. George's School 1981 — 1984
Luisa Arellano-Brakman's Donaldson, Lufkin & Jenrette Experience 2000 - 2001
Job Asset Management: Relationship Management ▪ Marketing ▪ Public Sector Latin America Network ▪ Strategy & Implementation
Industry Financial Services
Experience
Credit Agricole CIB (CALYON Investment Bank) Credit Agricole Group May 2009 - May 2013
Philharmonic Orchestra of the Americas 2010 - 2012
Philharmonic Orchestra of the Americas 2010 - 2012
Philharmonic Orchestra of the Americas 2010 - 2012
Philharmonic Orchestra of the Americas 2010 - 2012
Barclays Capital January 2008 - January 2009
Barclays Capital August 2004 - December 2007
Deutsche Bank 2002 - August 2004
Donaldson, Lufkin & Jenrette 2000 - 2001
Goldman Sachs 1995 - 1999
Skills
Fixed Income, Structured Products, Investment Banking, Capital Markets, Banking, Derivatives, Financial Markets, Structured Finance, Swaps, Emerging Markets, FX Options, Investments, Trading, Asset Management, Corporate Finance, Finance
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Asset Managment
Instituto Tecnológico Autónomo de México 1987 — 1991
B.A., Economics
Instituto Tecnológico Autónomo de México 1987 — 1991
Licenciatura en Economia and Post Graduate Degree in Advanced Economic Analysis
Credit Agricole CIB (CALYON Investment Bank) Credit Agricole Group May 2009 - May 2013
Philharmonic Orchestra of the Americas 2010 - 2012
Philharmonic Orchestra of the Americas 2010 - 2012
Philharmonic Orchestra of the Americas 2010 - 2012
Philharmonic Orchestra of the Americas 2010 - 2012
Barclays Capital January 2008 - January 2009
Barclays Capital August 2004 - December 2007
Deutsche Bank 2002 - August 2004
Donaldson, Lufkin & Jenrette 2000 - 2001
Goldman Sachs 1995 - 1999
Skills
Fixed Income, Structured Products, Investment Banking, Capital Markets, Banking, Derivatives, Financial Markets, Structured Finance, Swaps, Emerging Markets, FX Options, Investments, Trading, Asset Management, Corporate Finance, Finance
Education
Yale University - Yale School of Management 2015 — 2017
Master of Business Administration (M.B.A.), Asset Managment
Instituto Tecnológico Autónomo de México 1987 — 1991
B.A., Economics
Instituto Tecnológico Autónomo de México 1987 — 1991
Licenciatura en Economia and Post Graduate Degree in Advanced Economic Analysis
Saket Duggal's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Vice President at Twin Tier Hospitality
Industry Real Estate
Experience
Twin Tier Hospitality July 2006 - Present
Credit Suisse 2001 - 2002
Empower America February 2001 - May 2001
Johns Hopkins University Biology Department August 1999 - May 2000
Donaldson, Lufkin & Jenrette 2000 - 2000
Skills
Mergers, Investments, Financial Analysis, Valuation, Strategic Planning
Education
Mount Sinai School of Medicine of New York University 2002 — 2006
MD, Medicine
The Johns Hopkins University 1997 — 2001
BA, Physics, Economics
Twin Tier Hospitality July 2006 - Present
Credit Suisse 2001 - 2002
Empower America February 2001 - May 2001
Johns Hopkins University Biology Department August 1999 - May 2000
Donaldson, Lufkin & Jenrette 2000 - 2000
Skills
Mergers, Investments, Financial Analysis, Valuation, Strategic Planning
Education
Mount Sinai School of Medicine of New York University 2002 — 2006
MD, Medicine
The Johns Hopkins University 1997 — 2001
BA, Physics, Economics
Brad Dewey's Donaldson, Lufkin & Jenrette Experience 1992 - 2000
Job Owner, Panton Capital Management, LLC
Industry Investment Management
Experience
Panton Capital Management, LLC PrincipalWyper Capital Mgt2005 - 2007
Deutsche Bank Securities 2004 - 2005
UBS Investment Bank 2002 - 2003
Soros/Bessent Capital Mgt 2000 - 2003
DLJ 1992 - 2000
DLJ 1992 - 2000
Donaldson, Lufkin & Jenrette 1992 - 2000
Education
Middlebury College 1983 — 1986
BA
Panton Capital Management, LLC PrincipalWyper Capital Mgt2005 - 2007
Deutsche Bank Securities 2004 - 2005
UBS Investment Bank 2002 - 2003
Soros/Bessent Capital Mgt 2000 - 2003
DLJ 1992 - 2000
DLJ 1992 - 2000
Donaldson, Lufkin & Jenrette 1992 - 2000
Education
Middlebury College 1983 — 1986
BA
Sam Fleischman's Donaldson, Lufkin & Jenrette Experience 1998 - 2001
Job Executive Director, Inv Banking Division Compliance at UBS Investment Bank
Industry Investment Banking
Experience
UBS Investment Bank March 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2001
Citibank 1995 - 1998
NatWest 1991 - 1995
Bankers Trust March 1990 - May 1991
Drexel Burnham Lambert July 1988 - February 1990
Shearson Lehman 1987 - 1988
Education
Indiana University - Kelley School of Business 1982 — 1986
B.S, Marketing/Advertising
Central High School
UBS Investment Bank March 2001 - Present
Donaldson, Lufkin & Jenrette 1998 - 2001
Citibank 1995 - 1998
NatWest 1991 - 1995
Bankers Trust March 1990 - May 1991
Drexel Burnham Lambert July 1988 - February 1990
Shearson Lehman 1987 - 1988
Education
Indiana University - Kelley School of Business 1982 — 1986
B.S, Marketing/Advertising
Central High School
John Frogley's Donaldson, Lufkin & Jenrette Experience 1998 - 1998
Job Senior Business Analyst at Bank of America (Merrill)
Industry Information Technology and Services
Experience
Bank of America October 2010 - Present
Bank of America (Merrill) 2010 - 2011
Credit Suisse January 2010 - May 2010
Deutsche Bank 2009 - 2009
Deutsche Bank 2008 - 2009
Merrill Lynch 2000 - 2008
Deutsche Bank 1999 - 1999
Donaldson, Lufkin & Jenrette 1998 - 1998
AIG 1998 - 1998
EDS Group 1997 - 1998
Skills
Derivatives, Fixed Income, SDLC, User Acceptance Testing, Business Analysis, Analysis, Capital Markets, Investment Banking, Equities, SQL, Banking, Requirements Analysis, Requirements Gathering, Testing, Business Requirements, Process Improvement, PMO, Oracle, Visio, Management, Vendor Management, IT Strategy, Risk Management, Data Warehousing, Software Project..., Business Process, Leadership, Financial Services, Business Process..., Governance, Project Portfolio..., Integration, Business Intelligence, Systems Analysis, PMP, IT Management, Business Process...
Education
Institute of Chartered Accountants in England and Wales 1970 — 1973
Fellow, Accountancy
University of Cambridge 1967 — 1970
Master of Arts, Mathematics
Bank of America October 2010 - Present
Bank of America (Merrill) 2010 - 2011
Credit Suisse January 2010 - May 2010
Deutsche Bank 2009 - 2009
Deutsche Bank 2008 - 2009
Merrill Lynch 2000 - 2008
Deutsche Bank 1999 - 1999
Donaldson, Lufkin & Jenrette 1998 - 1998
AIG 1998 - 1998
EDS Group 1997 - 1998
Skills
Derivatives, Fixed Income, SDLC, User Acceptance Testing, Business Analysis, Analysis, Capital Markets, Investment Banking, Equities, SQL, Banking, Requirements Analysis, Requirements Gathering, Testing, Business Requirements, Process Improvement, PMO, Oracle, Visio, Management, Vendor Management, IT Strategy, Risk Management, Data Warehousing, Software Project..., Business Process, Leadership, Financial Services, Business Process..., Governance, Project Portfolio..., Integration, Business Intelligence, Systems Analysis, PMP, IT Management, Business Process...
Education
Institute of Chartered Accountants in England and Wales 1970 — 1973
Fellow, Accountancy
University of Cambridge 1967 — 1970
Master of Arts, Mathematics
Dean DeBlasio's Donaldson, Lufkin & Jenrette Experience January 1994 - December 2000
Job Account Director at Level 3 Communications
Industry Telecommunications
Experience
Level 3 Communications April 2014 - Present
British Telecom, Americas March 2012 - April 2014
British Telecom, Americas January 2010 - March 2012
Cognizant Technology Solutions January 2009 - February 2010
T-Systems February 2008 - October 2008
Amber Technology Solutions June 2004 - February 2008
Datavox March 2001 - May 2004
Donaldson, Lufkin & Jenrette January 1994 - December 2000
Skills
Disaster Recovery, Data Center, Vendor Management, IT Strategy, ITIL, Telecommunications, IT Service Management, Program Management, Infrastructure, Project Management, Business Continuity, Network Design, IT Management, SDLC, SharePoint, Integration, PMP
Education
Loyola University Maryland 1989 — 1993
BS, Computer Science
Chamiade High School 1985 — 1989
Regents Diploma
Level 3 Communications April 2014 - Present
British Telecom, Americas March 2012 - April 2014
British Telecom, Americas January 2010 - March 2012
Cognizant Technology Solutions January 2009 - February 2010
T-Systems February 2008 - October 2008
Amber Technology Solutions June 2004 - February 2008
Datavox March 2001 - May 2004
Donaldson, Lufkin & Jenrette January 1994 - December 2000
Skills
Disaster Recovery, Data Center, Vendor Management, IT Strategy, ITIL, Telecommunications, IT Service Management, Program Management, Infrastructure, Project Management, Business Continuity, Network Design, IT Management, SDLC, SharePoint, Integration, PMP
Education
Loyola University Maryland 1989 — 1993
BS, Computer Science
Chamiade High School 1985 — 1989
Regents Diploma
Mollie Boylan's Donaldson, Lufkin & Jenrette Experience January 1991 - December 1991
Job Licensed Securities Broker at Surety Financial Services Inc.
Industry Financial Services
Experience
Surety Financial Services Inc. Convertible Bond TraderMerrill LynchJanuary 1992 - May 1997
Donaldson, Lufkin & Jenrette January 1991 - December 1991
Skills
Financial Analysis, Bonds, Risk Management
Education
Hofstra University 1999 — 2000
M.A., English
University of Notre Dame 1986 — 1990
B.A., English
Lacordaire Academy 1982 — 1986
Glen Ridge Middle School 1978 — 1982
Surety Financial Services Inc. Convertible Bond TraderMerrill LynchJanuary 1992 - May 1997
Donaldson, Lufkin & Jenrette January 1991 - December 1991
Skills
Financial Analysis, Bonds, Risk Management
Education
Hofstra University 1999 — 2000
M.A., English
University of Notre Dame 1986 — 1990
B.A., English
Lacordaire Academy 1982 — 1986
Glen Ridge Middle School 1978 — 1982
Carlos Olaechea De Ycaza's Donaldson, Lufkin & Jenrette Experience 1990 - 2000
Job Independent Investment Banking Consulting
Industry Financial Services
Experience
Olaechea Partners January 2005 - Present
The Ivy League School for Kids Foundation 2011 - 2011
Bank of America March 2003 - November 2004
Donaldson, Lufkin & Jenrette 1990 - 2000
Bank of Tokyo-Mitsubishi UFJ January 1992 - October 1994
Skills
Investment Banking, Equity Research, Mergers & Acquisitions, Derivatives, Strategy, Restructuring, Investments, Privacy Law
Education
New York University
BA, Economics
Olaechea Partners January 2005 - Present
The Ivy League School for Kids Foundation 2011 - 2011
Bank of America March 2003 - November 2004
Donaldson, Lufkin & Jenrette 1990 - 2000
Bank of Tokyo-Mitsubishi UFJ January 1992 - October 1994
Skills
Investment Banking, Equity Research, Mergers & Acquisitions, Derivatives, Strategy, Restructuring, Investments, Privacy Law
Education
New York University
BA, Economics
Brian Gonor's Donaldson, Lufkin & Jenrette Experience 1997 - 2001
Job Executive Director Municipal Trading at JPMorgan
Industry Financial Services
Experience
JPMorgan 2005 - Present
Credit Suisse 2001 - 2004
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Fixed Income, Investment Banking, Series 7, Capital Markets, Bonds, Trading, Fixed Income Analysis, Investments, Series 63, Valuation
Education
Montclair State University 1998 — 2001
MBA, Finance
Moravian College 1993 — 1997
B.A., Management
JPMorgan 2005 - Present
Credit Suisse 2001 - 2004
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Fixed Income, Investment Banking, Series 7, Capital Markets, Bonds, Trading, Fixed Income Analysis, Investments, Series 63, Valuation
Education
Montclair State University 1998 — 2001
MBA, Finance
Moravian College 1993 — 1997
B.A., Management
Michael Arbour's Donaldson, Lufkin & Jenrette Experience August 1991 - August 1994
Job President & CEO at VeriClaim, Inc.
Industry Outsourcing/Offshoring
Experience
VeriClaim, Inc. December 2006 - Present
VeriClaim, Inc. December 2001 - November 2006
GTCR Golder Rauner January 2001 - June 2001
Sprout Group May 1995 - December 2000
Donaldson, Lufkin & Jenrette August 1991 - August 1994
Kirkland & Ellis LLP July 1989 - August 1991
Skills
Insurance, Risk Management, Private Equity, Mergers, Venture Capital
Education
Northwestern University - Kellogg School of Management 1994 — 1996
M.M., Finance, Strategy
Kenyon College 1985 — 1989
B.A., Economics, Political Science
VeriClaim, Inc. December 2006 - Present
VeriClaim, Inc. December 2001 - November 2006
GTCR Golder Rauner January 2001 - June 2001
Sprout Group May 1995 - December 2000
Donaldson, Lufkin & Jenrette August 1991 - August 1994
Kirkland & Ellis LLP July 1989 - August 1991
Skills
Insurance, Risk Management, Private Equity, Mergers, Venture Capital
Education
Northwestern University - Kellogg School of Management 1994 — 1996
M.M., Finance, Strategy
Kenyon College 1985 — 1989
B.A., Economics, Political Science
Debra Wieghaus's Donaldson, Lufkin & Jenrette Experience 1993 - April 1996
Job Pilates Assistant Manager at Princeton Fitness and Wellness
Industry Health, Wellness and Fitness
Experience
Princeton Fitness and Wellness September 2014 - Present
Princeton Fitness and Wellness @ Plainsboro August 2013 - Present
Can Do Fitness at Forrestal Village, Princeton September 2007 - August 2013
New York Sports Club 2004 - 2007
Nomura Securities May 1996 - September 2001
Donaldson, Lufkin & Jenrette 1993 - April 1996
Education
New Jersey City University
Healthcare
Princeton Fitness and Wellness September 2014 - Present
Princeton Fitness and Wellness @ Plainsboro August 2013 - Present
Can Do Fitness at Forrestal Village, Princeton September 2007 - August 2013
New York Sports Club 2004 - 2007
Nomura Securities May 1996 - September 2001
Donaldson, Lufkin & Jenrette 1993 - April 1996
Education
New Jersey City University
Healthcare
cynthia linville's Donaldson, Lufkin & Jenrette Experience 1982 - 1993
Job Chair Friends of Women's Lacrosse at Lafayette College
Industry Events Services
Experience
Lafayette College TrusteePrinceton Day SchoolJune 2014 - Present
Lafayette College June 2009 - Present
Donaldson, Lufkin & Jenrette 1982 - 1993
Skills
Fundraising, Leadership, Management, Strategic Planning, Business Strategy, Strategy, Social Media Marketing, Event Planning, Nonprofits, Public Speaking, Social Media
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (M.B.A.), Economics
Lafayette College 1976 — 1980
Bachelor's Degree, Economics
Lafayette College TrusteePrinceton Day SchoolJune 2014 - Present
Lafayette College June 2009 - Present
Donaldson, Lufkin & Jenrette 1982 - 1993
Skills
Fundraising, Leadership, Management, Strategic Planning, Business Strategy, Strategy, Social Media Marketing, Event Planning, Nonprofits, Public Speaking, Social Media
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (M.B.A.), Economics
Lafayette College 1976 — 1980
Bachelor's Degree, Economics
Tom Stires's Donaldson, Lufkin & Jenrette Experience 1984 - 1986
Job Managing Director at LaBranche & Co.
Industry Financial Services
Experience
LaBranche & Co. February 2006 - Present
ESN North America, Inc 2002 - 2005
Merrill Lynch 1997 - 2001
Dresdner Kleinwort 1995 - 1997
Grupo Financiero Interacciones 1993 - 1995
Valores Finamex International 1991 - 1993
Barclays de Zoete Wedd 1988 - 1991
Simms Capital Management 1986 - 1988
Donaldson, Lufkin & Jenrette 1984 - 1986
Education
New England College 1982 — 1985
BS, Political Science
LaBranche & Co. February 2006 - Present
ESN North America, Inc 2002 - 2005
Merrill Lynch 1997 - 2001
Dresdner Kleinwort 1995 - 1997
Grupo Financiero Interacciones 1993 - 1995
Valores Finamex International 1991 - 1993
Barclays de Zoete Wedd 1988 - 1991
Simms Capital Management 1986 - 1988
Donaldson, Lufkin & Jenrette 1984 - 1986
Education
New England College 1982 — 1985
BS, Political Science
Maria Webster's Donaldson, Lufkin & Jenrette Experience June 2000 - January 2001
Job Broker Associate, Century 21 Mike Ham & Associates
Industry Real Estate
Experience
Century 21 Mike Ham & Associates November 2011 - Present
JPMorgan Chase March 2007 - March 2011
Southern Wine & Spirits 2002 - 2009
Century 21 Dabbs & Associates March 2002 - March 2007
Credit Suisse First Boston June 2000 - March 2002
Donaldson, Lufkin & Jenrette June 2000 - January 2001
Lazard August 1988 - June 2000
Skills
Real Estate, REO, Management, Customer Service, Real Estate Transactions, Research
Education
Moraine Valley Community College 2002 — 2012
Computer Science, Business Administration, Marketing
Century 21 Mike Ham & Associates November 2011 - Present
JPMorgan Chase March 2007 - March 2011
Southern Wine & Spirits 2002 - 2009
Century 21 Dabbs & Associates March 2002 - March 2007
Credit Suisse First Boston June 2000 - March 2002
Donaldson, Lufkin & Jenrette June 2000 - January 2001
Lazard August 1988 - June 2000
Skills
Real Estate, REO, Management, Customer Service, Real Estate Transactions, Research
Education
Moraine Valley Community College 2002 — 2012
Computer Science, Business Administration, Marketing
John Layng's Donaldson, Lufkin & Jenrette Experience March 1999 - November 2000
Job Advisory Director with Five Mile Capital and Consultant with OppCAP Group
Industry Financial Services
Experience
Five Mile Capital February 2004 - Present
Credit Suisse November 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - November 2000
Morgan Stanley June 1980 - December 1998
Skills
Mergers, Equities, Valuation, Structured Products, Portfolio Management, Investments, Due Diligence, Financial Structuring, Derivatives, Securitization, Bloomberg, Asset Managment, Mergers & Acquisitions, Investment Advisory, Alternative Investments, Asset Management
Education
Lafayette College 1971 — 1975
BA, History
Blair Academy 1968 — 1971
Five Mile Capital February 2004 - Present
Credit Suisse November 2000 - July 2001
Donaldson, Lufkin & Jenrette March 1999 - November 2000
Morgan Stanley June 1980 - December 1998
Skills
Mergers, Equities, Valuation, Structured Products, Portfolio Management, Investments, Due Diligence, Financial Structuring, Derivatives, Securitization, Bloomberg, Asset Managment, Mergers & Acquisitions, Investment Advisory, Alternative Investments, Asset Management
Education
Lafayette College 1971 — 1975
BA, History
Blair Academy 1968 — 1971
Joleen Martin's Donaldson, Lufkin & Jenrette Experience January 1986 - April 1990
Job Executive Assistant to the President of Video Advertising Bureau
Industry Marketing and Advertising
Experience
Video Advertising Bureau (VAB) May 1999 - Present
CIBC March 1990 - April 1998
Donaldson, Lufkin & Jenrette January 1986 - April 1990
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Event Planning, Event Management, Facebook, Office Management, Public Relations, Advertising
Education
Katherine Gibbs School 1983 — 1984
Certified
Queensborough Community College 1980 — 1983
Certified, Executive Assistant/Executive Secretary
Video Advertising Bureau (VAB) May 1999 - Present
CIBC March 1990 - April 1998
Donaldson, Lufkin & Jenrette January 1986 - April 1990
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Event Planning, Event Management, Facebook, Office Management, Public Relations, Advertising
Education
Katherine Gibbs School 1983 — 1984
Certified
Queensborough Community College 1980 — 1983
Certified, Executive Assistant/Executive Secretary
William Burchfield's Donaldson, Lufkin & Jenrette Experience January 1981 - January 2000
Job Managing Director at Stephens Inc.
Industry Financial Services
Experience
Stephens Inc. November 2013 - Present
Lazard Capital Markets July 2009 - October 2013
CF Global LLC February 2009 - July 2009
Morgan Stanley January 2000 - January 2009
Donaldson, Lufkin & Jenrette January 1981 - January 2000
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income
Education
Middlebury College 1974 — 1978
BA, Economics
The Lawrenceville School 1970 — 1974
Stephens Inc. November 2013 - Present
Lazard Capital Markets July 2009 - October 2013
CF Global LLC February 2009 - July 2009
Morgan Stanley January 2000 - January 2009
Donaldson, Lufkin & Jenrette January 1981 - January 2000
Skills
Equities, Capital Markets, Hedge Funds, Fixed Income
Education
Middlebury College 1974 — 1978
BA, Economics
The Lawrenceville School 1970 — 1974
DALE TRAVIS's Donaldson, Lufkin & Jenrette Experience January 1999 - May 2001
Job Entry Level Accountant / CPA Candidate
Industry Financial Services
Experience
Credit Suisse 2001 - Present
Kaplan University September 2012 - September 2013
Donaldson, Lufkin & Jenrette January 1999 - May 2001
Ed & Joe's Pizza October 1990 - December 1998
Skills
Finance, Investments, Auditing, Bloomberg, Derivatives, Strategic Financial..., Real Estate, Entrepreneurship, Leadership, Due Diligence, Powerpoint Presentations, Accounting, Management, PowerPoint, Relationship Management, Microsoft Excel, Financial Markets, Financial Analysis, Business Strategy, Sales, Strategy, Customer Service, Public Speaking
Education
Kaplan University-Davenport Campus 2012 — 2014
Master's Degree, Accounting and Finance
Kaplan University-Davenport Campus 2010 — 2012
Bachelor's Degree, Business Administration and Finance
Credit Suisse 2001 - Present
Kaplan University September 2012 - September 2013
Donaldson, Lufkin & Jenrette January 1999 - May 2001
Ed & Joe's Pizza October 1990 - December 1998
Skills
Finance, Investments, Auditing, Bloomberg, Derivatives, Strategic Financial..., Real Estate, Entrepreneurship, Leadership, Due Diligence, Powerpoint Presentations, Accounting, Management, PowerPoint, Relationship Management, Microsoft Excel, Financial Markets, Financial Analysis, Business Strategy, Sales, Strategy, Customer Service, Public Speaking
Education
Kaplan University-Davenport Campus 2012 — 2014
Master's Degree, Accounting and Finance
Kaplan University-Davenport Campus 2010 — 2012
Bachelor's Degree, Business Administration and Finance
Michael Torri's Donaldson, Lufkin & Jenrette Experience May 1988 - February 2000
Job Associate Director at Time Inc.
Industry Publishing
Jens Ernberg's Donaldson, Lufkin & Jenrette Experience March 2000 - October 2000
Job Managing Director at Credit Suisse
Industry Financial Services
Experience
Credit Suisse January 2011 - Present
Credit Suisse January 2010 - December 2010
Credit Suisse April 2007 - December 2009
Legacy Partners Group May 2003 - April 2007
Credit Suisse January 2002 - May 2003
Credit Suisse October 2000 - December 2001
Donaldson, Lufkin & Jenrette March 2000 - October 2000
Marakon August 1998 - February 2000
Hospital for Special Surgery April 1993 - May 1996
Education
KTH Royal Institute of Technology 1988 — 2003
M.Sc., Mechanical Engineering
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Credit Suisse January 2011 - Present
Credit Suisse January 2010 - December 2010
Credit Suisse April 2007 - December 2009
Legacy Partners Group May 2003 - April 2007
Credit Suisse January 2002 - May 2003
Credit Suisse October 2000 - December 2001
Donaldson, Lufkin & Jenrette March 2000 - October 2000
Marakon August 1998 - February 2000
Hospital for Special Surgery April 1993 - May 1996
Education
KTH Royal Institute of Technology 1988 — 2003
M.Sc., Mechanical Engineering
University of Pennsylvania - The Wharton School 1996 — 1998
MBA, Finance
Yoko Saito's Donaldson, Lufkin & Jenrette Experience 1996 - 1998
Job Senior Investment Analytics Officer at Barclays Global Investors
Industry Investment Management
Experience
BlackRock 2001 - Present
Nomura Securities 1998 - 2001
Donaldson, Lufkin & Jenrette 1996 - 1998
Goldman Sachs June 1994 - July 1996
Education
Massachusetts Institute of Technology 1990 — 1994
SB, Chemical Engineering
Palatine High School
BlackRock 2001 - Present
Nomura Securities 1998 - 2001
Donaldson, Lufkin & Jenrette 1996 - 1998
Goldman Sachs June 1994 - July 1996
Education
Massachusetts Institute of Technology 1990 — 1994
SB, Chemical Engineering
Palatine High School
Mark Competiello's Donaldson, Lufkin & Jenrette Experience February 1978 - November 2000
Job President at Professional Tax Consultants LLC
Industry Accounting
Experience
Professional Tax Consultants LLC 2011 - Present
Mark Competiello, Counselor At Law September 2003 - Present
Credit Suisse November 2000 - August 2003
Donaldson, Lufkin & Jenrette February 1978 - November 2000
Education
New York Law School 1985 — 1989
JD
Pace University - Lubin School of Business 1976 — 1980
Bachelor of Business Administration (BBA), Public Accounting
Professional Tax Consultants LLC 2011 - Present
Mark Competiello, Counselor At Law September 2003 - Present
Credit Suisse November 2000 - August 2003
Donaldson, Lufkin & Jenrette February 1978 - November 2000
Education
New York Law School 1985 — 1989
JD
Pace University - Lubin School of Business 1976 — 1980
Bachelor of Business Administration (BBA), Public Accounting
Igor Heifetz's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Senior Technology Manager
Industry Financial Services
Experience
Goldman Sachs July 2013 - Present
Goldman Sachs February 2012 - July 2013
Goldman Sachs July 2010 - February 2012
Goldman Sachs November 2008 - July 2010
Goldman Sachs November 2006 - November 2008
Goldman Sachs November 2001 - November 2006
Goldman Sachs November 2000 - November 2006
Donaldson, Lufkin & Jenrette 1999 - 2000
IDOM, Inc 1995 - 1999
Refco 1993 - 1995
Skills
Prime Brokerage, Trading Systems, Hedge Funds, Equity Derivatives, Middle Office, Securities Lending, Fixed Income, Equities, Asset Management, Derivatives, Risk Management, Investment Banking, Capital Markets, Fund Administration, Sybase, SDLC, Business Analysis, Data Warehousing, Regulatory Reporting, IT Audit, Fund Accounting, Program Management, Due Diligence, Vendor Relationship..., Infrastructure, Project Management, Aquisition
Education
New York University
Chemistry, Computer Science
Goldman Sachs July 2013 - Present
Goldman Sachs February 2012 - July 2013
Goldman Sachs July 2010 - February 2012
Goldman Sachs November 2008 - July 2010
Goldman Sachs November 2006 - November 2008
Goldman Sachs November 2001 - November 2006
Goldman Sachs November 2000 - November 2006
Donaldson, Lufkin & Jenrette 1999 - 2000
IDOM, Inc 1995 - 1999
Refco 1993 - 1995
Skills
Prime Brokerage, Trading Systems, Hedge Funds, Equity Derivatives, Middle Office, Securities Lending, Fixed Income, Equities, Asset Management, Derivatives, Risk Management, Investment Banking, Capital Markets, Fund Administration, Sybase, SDLC, Business Analysis, Data Warehousing, Regulatory Reporting, IT Audit, Fund Accounting, Program Management, Due Diligence, Vendor Relationship..., Infrastructure, Project Management, Aquisition
Education
New York University
Chemistry, Computer Science
Buddy Ficarelli's Donaldson, Lufkin & Jenrette Experience September 1997 - November 2000
Job Business Analyst at Northshore University Health System
Industry Hospital & Health Care
Experience
NorthShore University HealthSystem April 2012 - Present
PortfolioVillage Inc. January 2010 - Present
Eclipsys September 2009 - April 2010
Credit Suisse First Boston November 2000 - March 2007
Donaldson, Lufkin & Jenrette September 1997 - November 2000
Skills
Data Center, Disaster Recovery, Business Analysis, Servers, IT Strategy, Project Management, Windows Server, Vendor Management
Education
Long Island University, C.W. Post Campus 1995 — 2010
Bachelor of Arts (B.A.), English Literature
Nassau Community College 1993 — 1995
Associate of Arts, Arts
NorthShore University HealthSystem April 2012 - Present
PortfolioVillage Inc. January 2010 - Present
Eclipsys September 2009 - April 2010
Credit Suisse First Boston November 2000 - March 2007
Donaldson, Lufkin & Jenrette September 1997 - November 2000
Skills
Data Center, Disaster Recovery, Business Analysis, Servers, IT Strategy, Project Management, Windows Server, Vendor Management
Education
Long Island University, C.W. Post Campus 1995 — 2010
Bachelor of Arts (B.A.), English Literature
Nassau Community College 1993 — 1995
Associate of Arts, Arts
Robert Snider's Donaldson, Lufkin & Jenrette Experience 1995 - 1999
Job President OmniCap, LLC
Industry Financial Services
Experience
OmniCap, LLC April 2006 - Present
Salomon Smith Barney/Citigroup 1999 - 2005
Donaldson, Lufkin & Jenrette 1995 - 1999
Bear Stearns 1989 - 1995
Education
Muhlenberg College 1976 — 1980
AB, English
OmniCap, LLC April 2006 - Present
Salomon Smith Barney/Citigroup 1999 - 2005
Donaldson, Lufkin & Jenrette 1995 - 1999
Bear Stearns 1989 - 1995
Education
Muhlenberg College 1976 — 1980
AB, English
Raj J. Vakharia's Donaldson, Lufkin & Jenrette Experience 1978 - 1999
Job Founder and Managing Partner, Reliance Capital Partners LLC
Industry Capital Markets
Experience
Reliance Capital Partners LLC January 2009 - Present
State of New Jersey 2002 - 2004
Credit Suisse Group 1999 - 2002
Donaldson, Lufkin & Jenrette 1978 - 1999
Education
Long Island University 1978 — 1980
MBA
University of Saurashtra 1972 — 1975
LLB, Corporate law
Reliance Capital Partners LLC January 2009 - Present
State of New Jersey 2002 - 2004
Credit Suisse Group 1999 - 2002
Donaldson, Lufkin & Jenrette 1978 - 1999
Education
Long Island University 1978 — 1980
MBA
University of Saurashtra 1972 — 1975
LLB, Corporate law
Lynn Sperandeo's Donaldson, Lufkin & Jenrette Experience November 1979 - 2000
Job Financial Advisor and Managing Director at Dominick & Dominick LLC
Industry Financial Services
Experience
Dominick & Dominick LLC September 2006 - Present
Smith Barney Brokerage Firm September 2004 - August 2006
Credit Suisse 2000 - September 2004
Donaldson, Lufkin & Jenrette November 1979 - 2000
Skills
Hedge Funds, 401K rollovers, Operations Management, Financial Services, estate planning, College Education..., Wealth Management, Investment Advisory
Education
LIU Brooklyn 1967 — 1971
Bachelor of Science (B.S.), Elem. Ed & Psychology
Dominick & Dominick LLC September 2006 - Present
Smith Barney Brokerage Firm September 2004 - August 2006
Credit Suisse 2000 - September 2004
Donaldson, Lufkin & Jenrette November 1979 - 2000
Skills
Hedge Funds, 401K rollovers, Operations Management, Financial Services, estate planning, College Education..., Wealth Management, Investment Advisory
Education
LIU Brooklyn 1967 — 1971
Bachelor of Science (B.S.), Elem. Ed & Psychology
Linda Ponzio's Donaldson, Lufkin & Jenrette Experience 1997 - 2001
Job at
Industry Real Estate
Experience
Century 21 Cataneo & Associates 2010 - Present
Marlboro Township Board of Education 2007 - Present
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Real Estate
Education
Kean University 2008 — 2011
Special Education-Autism Concentration
Century 21 Cataneo & Associates 2010 - Present
Marlboro Township Board of Education 2007 - Present
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Real Estate
Education
Kean University 2008 — 2011
Special Education-Autism Concentration
Angie Grimm's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Director M&A Strategy and Investments, Corporate Development at IBM
Industry Information Technology and Services
Experience
IBM September 2014 - Present
IBM June 2011 - September 2014
IBM 2002 - June 2011
Donaldson, Lufkin & Jenrette 1997 - 2000
IBM July 1995 - August 1996
Skills
M&A experience, Financial Analysis, Business Strategy, Market Intelligence, Competitive Analysis, Corporate Finance, Investment Banking, Investments, Corporate Development, Strategy, Analysis, Finance, Venture Capital, Mergers & Acquisitions, Due Diligence
Education
Indiana University - Kelley School of Business
Finance, Marketing
IBM September 2014 - Present
IBM June 2011 - September 2014
IBM 2002 - June 2011
Donaldson, Lufkin & Jenrette 1997 - 2000
IBM July 1995 - August 1996
Skills
M&A experience, Financial Analysis, Business Strategy, Market Intelligence, Competitive Analysis, Corporate Finance, Investment Banking, Investments, Corporate Development, Strategy, Analysis, Finance, Venture Capital, Mergers & Acquisitions, Due Diligence
Education
Indiana University - Kelley School of Business
Finance, Marketing
Richard Brueckner's Donaldson, Lufkin & Jenrette Experience 1978 - 2000
Job CEO, Pershing LLC, Chief of Staff, BNY Mellon (ret.)
Industry Financial Services
Experience
BNY Mellon May 2003 - Present
Foundation for Investor Education (SIFMA) October 1990 - Present
BNY Mellon October 2011 - September 2015
Muhlenberg College July 2005 - June 2013
Pershing LLC October 2010 - December 2011
Pershing LLC October 2001 - September 2010
Pershing LLC 1999 - 2001
Donaldson, Lufkin & Jenrette 1978 - 2000
Skills
Financial Services, Equities, Securities, Fixed Income, Risk Management, Series 7, Asset Management, Investments, Hedge Funds, Portfolio Management
Education
Muhlenberg College 1967 — 1971
Bachelor of Arts, Economics / Accounting, PhD (Hon.) 2013
BNY Mellon May 2003 - Present
Foundation for Investor Education (SIFMA) October 1990 - Present
BNY Mellon October 2011 - September 2015
Muhlenberg College July 2005 - June 2013
Pershing LLC October 2010 - December 2011
Pershing LLC October 2001 - September 2010
Pershing LLC 1999 - 2001
Donaldson, Lufkin & Jenrette 1978 - 2000
Skills
Financial Services, Equities, Securities, Fixed Income, Risk Management, Series 7, Asset Management, Investments, Hedge Funds, Portfolio Management
Education
Muhlenberg College 1967 — 1971
Bachelor of Arts, Economics / Accounting, PhD (Hon.) 2013
Lenny Stripeikis's Donaldson, Lufkin & Jenrette Experience June 1996 - October 2000
Job Equity Salestrader at GMP Securities
Industry Financial Services
Experience
GMP Securities January 2012 - Present
Citi March 2004 - August 2011
Credit Suisse October 2000 - March 2004
Donaldson, Lufkin & Jenrette June 1996 - October 2000
Skills
Equities, Series 7, Bloomberg, Capital Markets, Equity Trading, Securities, Fixed Income, Derivatives, Series 63, Trading Systems, Hedge Funds, Electronic Trading, Alternative Investments, Options
Education
Marist College 1992 — 1996
BS, Finance
Christ the King RHS 1988 — 1992
GMP Securities January 2012 - Present
Citi March 2004 - August 2011
Credit Suisse October 2000 - March 2004
Donaldson, Lufkin & Jenrette June 1996 - October 2000
Skills
Equities, Series 7, Bloomberg, Capital Markets, Equity Trading, Securities, Fixed Income, Derivatives, Series 63, Trading Systems, Hedge Funds, Electronic Trading, Alternative Investments, Options
Education
Marist College 1992 — 1996
BS, Finance
Christ the King RHS 1988 — 1992
Christopher Ghiorsi's Donaldson, Lufkin & Jenrette Experience November 1983 - June 1989
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley June 1989 - Present
Donaldson, Lufkin & Jenrette November 1983 - June 1989
Education
Long Island University-Rockland Campus 1996 — 1999
Master of Business Administration (MBA), Finance, General, 3.9
SUNY Oneonta 1977 — 1981
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.0
Morgan Stanley June 1989 - Present
Donaldson, Lufkin & Jenrette November 1983 - June 1989
Education
Long Island University-Rockland Campus 1996 — 1999
Master of Business Administration (MBA), Finance, General, 3.9
SUNY Oneonta 1977 — 1981
Bachelor's degree, Liberal Arts and Sciences/Liberal Studies, 3.0
Elizabeth Flaherty - Condon's Donaldson, Lufkin & Jenrette Experience May 1985 - May 2002
Job Office Manager & Purchasing Manager at Quality King Distributors
Industry Pharmaceuticals
Experience
Quality King Distributors November 2003 - Present
Donaldson, Lufkin & Jenrette May 1985 - May 2002
Education
Nassau Community College 1981 — 1983
Quality King Distributors November 2003 - Present
Donaldson, Lufkin & Jenrette May 1985 - May 2002
Education
Nassau Community College 1981 — 1983
Mike Flooks's Donaldson, Lufkin & Jenrette Experience 1994 - 1997
Job Structured Product Sales at Vining Sparks IBG
Industry Capital Markets
Experience
Vining Sparks IBG May 2015 - Present
CRT LLC October 2009 - May 2015
National City Corp/PNC 2006 - 2009
Amherst Securities Group 1998 - 2006
RBS Greenwich Capital 1997 - 1998
Donaldson, Lufkin & Jenrette 1994 - 1997
Kidder Peabody 1992 - 1994
J.P. Morgan 1988 - 1992
Salomon Brothers 1984 - 1988
Skills
Fixed Income, Sales, Trading, Capital Markets, Account Management, Securities, New Business Development, Systems Development..., Business Planning, Hedge Funds, Portfolio Management, MBS
Education
La Salle University
Bachelor of Science (BS), Marketing/Accounting
Vining Sparks IBG May 2015 - Present
CRT LLC October 2009 - May 2015
National City Corp/PNC 2006 - 2009
Amherst Securities Group 1998 - 2006
RBS Greenwich Capital 1997 - 1998
Donaldson, Lufkin & Jenrette 1994 - 1997
Kidder Peabody 1992 - 1994
J.P. Morgan 1988 - 1992
Salomon Brothers 1984 - 1988
Skills
Fixed Income, Sales, Trading, Capital Markets, Account Management, Securities, New Business Development, Systems Development..., Business Planning, Hedge Funds, Portfolio Management, MBS
Education
La Salle University
Bachelor of Science (BS), Marketing/Accounting
Carmen Woo's Donaldson, Lufkin & Jenrette Experience April 2000 - April 2001
Job Associate at Wachtell, Lipton, Rosen & Katz
Industry Law Practice
Experience
Wachtell, Lipton, Rosen & Katz October 2005 - Present
Irell & Manella May 2003 - August 2003
Donaldson, Lufkin & Jenrette April 2000 - April 2001
Education
Stanford Law School 2002 — 2005
Doctor of Law (J.D.)
M.I.T. 1996 — 2000
Bachelor of Science (BS), EECS and Economics
Wachtell, Lipton, Rosen & Katz October 2005 - Present
Irell & Manella May 2003 - August 2003
Donaldson, Lufkin & Jenrette April 2000 - April 2001
Education
Stanford Law School 2002 — 2005
Doctor of Law (J.D.)
M.I.T. 1996 — 2000
Bachelor of Science (BS), EECS and Economics
James Oates's Donaldson, Lufkin & Jenrette Experience February 1994 - August 1998
Job Head Group Internal Audit at UBS
Industry Financial Services
Experience
UBS March 2010 - Present
UBS May 2007 - November 2010
UBS May 2005 - May 2007
UBS September 2002 - May 2005
Credit Suisse November 2001 - September 2002
DLJ International August 1998 - November 2001
Donaldson, Lufkin & Jenrette February 1994 - August 1998
Skills
Financial Analysis, Internal Audit, Internal Controls, Financial Risk, Risk Management, Operational Risk, Financial Reporting, Enterprise Risk..., Auditing, Financial Modeling, Sarbanes-Oxley Act, IFRS, Operational Risk..., Corporate Finance, Accounting, Banking, Strategic Financial..., Finance, Financial Audits, Financial Accounting
Education
Iona College 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
UBS March 2010 - Present
UBS May 2007 - November 2010
UBS May 2005 - May 2007
UBS September 2002 - May 2005
Credit Suisse November 2001 - September 2002
DLJ International August 1998 - November 2001
Donaldson, Lufkin & Jenrette February 1994 - August 1998
Skills
Financial Analysis, Internal Audit, Internal Controls, Financial Risk, Risk Management, Operational Risk, Financial Reporting, Enterprise Risk..., Auditing, Financial Modeling, Sarbanes-Oxley Act, IFRS, Operational Risk..., Corporate Finance, Accounting, Banking, Strategic Financial..., Finance, Financial Audits, Financial Accounting
Education
Iona College 1991 — 1995
Bachelor of Business Administration (BBA), Finance, General
Jim Breitman's Donaldson, Lufkin & Jenrette Experience January 1981 - January 1999
Job Managing Director Fixed Income Sales
Industry Financial Services
Experience
Raymond James March 2003 - Present
Donaldson, Lufkin & Jenrette January 1981 - January 1999
Education
Hofstra University
Raymond James March 2003 - Present
Donaldson, Lufkin & Jenrette January 1981 - January 1999
Education
Hofstra University
Christopher LaMotta's Donaldson, Lufkin & Jenrette Experience 1998 - 2003
Job Owner, Daniela Trattoria NYC
Industry Restaurants
Experience
Self-employed April 2005 - Present
Credit Suisse February 2000 - April 2005
Donaldson, Lufkin & Jenrette 1998 - 2003
Skills
Restaurant Management, New Restaurant Openings, Customer Satisfaction, Inventory Management, Product Control, Restaurants, Budgets, Sales, Hospitality, Management, Bloomberg, P&L, Income Statement, Food, Social Networking, Menu Development
Education
Iona College 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Self-employed April 2005 - Present
Credit Suisse February 2000 - April 2005
Donaldson, Lufkin & Jenrette 1998 - 2003
Skills
Restaurant Management, New Restaurant Openings, Customer Satisfaction, Inventory Management, Product Control, Restaurants, Budgets, Sales, Hospitality, Management, Bloomberg, P&L, Income Statement, Food, Social Networking, Menu Development
Education
Iona College 2004 — 2008
Bachelor of Business Administration (BBA), Business Administration and Management, General
Garrett Moran's Donaldson, Lufkin & Jenrette Experience 1982 - 2002
Job President at Year Up
Industry Nonprofit Organization Management
Experience
Year Up 2013 - Present
The Blackstone Group 2005 - 2012
Marsh & McLennan Companies, Inc. 2002 - 2005
Donaldson, Lufkin & Jenrette 1982 - 2002
Education
Middlebury College
Bachelor's Degree
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Year Up 2013 - Present
The Blackstone Group 2005 - 2012
Marsh & McLennan Companies, Inc. 2002 - 2005
Donaldson, Lufkin & Jenrette 1982 - 2002
Education
Middlebury College
Bachelor's Degree
University of Pennsylvania - The Wharton School
Master of Business Administration (M.B.A.)
Brian Dixon's Donaldson, Lufkin & Jenrette Experience January 1997 - January 2001
Job Head of U.S. Debt Syndicate at Banca IMI Securities Corp (A Subsidiary of INTESA SAN PAOLO)
Industry Financial Services
Experience
Banca IMI Securities Corp (Subsidiary of Intesa Sanpaolo) 2014 - Present
Susquehanna International Group, LLP (SIG) 2012 - 2013
THE BONDDESK GROUP 2011 - 2012
THE PRINCERIDGE GROUP 2010 - 2011
First Empire Securities, Inc. January 2009 - January 2010
BARCLAYS CAPITAL INC 2001 - 2009
Donaldson, Lufkin & Jenrette January 1997 - January 2001
Skills
Capital Markets, Trading, Bonds, Emerging Markets, Electronic Trading, Bloomberg, Sales, Fixed Income, Syndicate, Syndication, High Yield, Electronic Trading..., Investments, Syndications, Execution., New Issue, Secondary trading, Relationship management, Investment Grade, Debt Capital Markets, Corporate Bonds, Securities, Portfolio Management, DCM, valuation, Hedge Funds, Valuation, Equities, Investment Banking
Education
Long Island University, Southampton Campus 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Banca IMI Securities Corp (Subsidiary of Intesa Sanpaolo) 2014 - Present
Susquehanna International Group, LLP (SIG) 2012 - 2013
THE BONDDESK GROUP 2011 - 2012
THE PRINCERIDGE GROUP 2010 - 2011
First Empire Securities, Inc. January 2009 - January 2010
BARCLAYS CAPITAL INC 2001 - 2009
Donaldson, Lufkin & Jenrette January 1997 - January 2001
Skills
Capital Markets, Trading, Bonds, Emerging Markets, Electronic Trading, Bloomberg, Sales, Fixed Income, Syndicate, Syndication, High Yield, Electronic Trading..., Investments, Syndications, Execution., New Issue, Secondary trading, Relationship management, Investment Grade, Debt Capital Markets, Corporate Bonds, Securities, Portfolio Management, DCM, valuation, Hedge Funds, Valuation, Equities, Investment Banking
Education
Long Island University, Southampton Campus 1990 — 1994
Bachelor of Applied Science (B.A.Sc.), Accounting and Finance
Edward Jones
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation