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
Joseph Muratore Joseph Muratore's Donaldson, Lufkin & Jenrette Experience May 1990 - February 1998
Job Managing Editor, Research Editorial & Production, Susquehanna International Group
Industry Financial Services
Experience
Susquehanna International Group June 2010 - Present
Bank of America August 2007 - July 2010
Citigroup Investment Research 2004 - 2007
SCHWAB SOUNDVIEW CAPITAL MARKETS March 2001 - October 2004
BARCLAYS CAPITAL March 1998 - March 2001
DONALDSON, LUFKIN & JENRETTE May 1990 - February 1998
Drexel Burnham Lambert 1983 - 1990
Skills
Research, Equity Research, Equities, Management, Capital Markets, Series 7, Bloomberg, Hedge Funds, Supervisory Analyst, Financial Editor, Research Production, Financial Analysis, Series 24, Fixed Income, Investments, Securities, Financial Modeling, Compliance
Education
Ohio Wesleyan University 1977 — 1981
Bachelor of Liberal Arts, Sigma Gamma Epsilon (Earth Science Honor Society)
Conard High School 1973 — 1977
Susquehanna International Group June 2010 - Present
Bank of America August 2007 - July 2010
Citigroup Investment Research 2004 - 2007
SCHWAB SOUNDVIEW CAPITAL MARKETS March 2001 - October 2004
BARCLAYS CAPITAL March 1998 - March 2001
DONALDSON, LUFKIN & JENRETTE May 1990 - February 1998
Drexel Burnham Lambert 1983 - 1990
Skills
Research, Equity Research, Equities, Management, Capital Markets, Series 7, Bloomberg, Hedge Funds, Supervisory Analyst, Financial Editor, Research Production, Financial Analysis, Series 24, Fixed Income, Investments, Securities, Financial Modeling, Compliance
Education
Ohio Wesleyan University 1977 — 1981
Bachelor of Liberal Arts, Sigma Gamma Epsilon (Earth Science Honor Society)
Conard High School 1973 — 1977
Frank Barker Frank Barker's Donaldson, Lufkin & Jenrette Experience 1994 - 1997
Job SVP; Global Wholesale Banking Technology Executive at Bank of America
Industry Banking
Experience
Bank of America June 2013 - Present
JPMorgan Chase January 2004 - June 2013
Morgan Stanley 1999 - 2002
Western Asset Management 1997 - 1999
Donaldson, Lufkin & Jenrette 1994 - 1997
Technology Solutions Company 1992 - 1994
Technology Consulting 1990 - 1992
Coopers & Lybrand Consulting 1988 - 1990
DynaMedix Corp 1983 - 1988
Bell Laboratories 1981 - 1983
Skills
Fixed Income, Financial Services, Investment Management, Management, Software Development, Risk Management, Banking, SDLC, Vendor Management, Portfolio Management, Equities, Business Analysis, Derivatives, Capital Markets, IT Strategy, Treasury Services, Asset Management, Investment Banking, Financial Risk, Hedge Funds
Education
Stevens Institute of Technology 1982 — 1985
MS, Computer Science
Queens College 1977 — 1981
BA, Mathematics
Bank of America June 2013 - Present
JPMorgan Chase January 2004 - June 2013
Morgan Stanley 1999 - 2002
Western Asset Management 1997 - 1999
Donaldson, Lufkin & Jenrette 1994 - 1997
Technology Solutions Company 1992 - 1994
Technology Consulting 1990 - 1992
Coopers & Lybrand Consulting 1988 - 1990
DynaMedix Corp 1983 - 1988
Bell Laboratories 1981 - 1983
Skills
Fixed Income, Financial Services, Investment Management, Management, Software Development, Risk Management, Banking, SDLC, Vendor Management, Portfolio Management, Equities, Business Analysis, Derivatives, Capital Markets, IT Strategy, Treasury Services, Asset Management, Investment Banking, Financial Risk, Hedge Funds
Education
Stevens Institute of Technology 1982 — 1985
MS, Computer Science
Queens College 1977 — 1981
BA, Mathematics
Christopher Deveny Christopher Deveny's Donaldson, Lufkin & Jenrette Experience 1994 - 1995
Job Managing Director/Chairman Midwest Region/Private Bank at JP Morgan
Industry Financial Services
Experience
JP Morgan 2012 - Present
JPMorgan Private Bank 2005 - 2012
JPMorgan Private Bank 2002 - 2005
JPMorgan Private Bank 1995 - 2002
Donaldson, Lufkin & Jenrette 1994 - 1995
Kidder Peabody 1991 - 1994
Skills
Strategic Management -..., Investments, Business Growth, Financial Analysis, Risk Management, Finance, Mergers, Fixed Income, Equities, Portfolio Management, Asset Managment, Private Equity, Asset Allocation, Investment Management, Structured Products, Private Banking, Fund Of Funds, Wealth Management..., Wealth Management, Alternative Investments, Capital Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance
Indiana University Bloomington 1980 — 1984
BS, Business
JP Morgan 2012 - Present
JPMorgan Private Bank 2005 - 2012
JPMorgan Private Bank 2002 - 2005
JPMorgan Private Bank 1995 - 2002
Donaldson, Lufkin & Jenrette 1994 - 1995
Kidder Peabody 1991 - 1994
Skills
Strategic Management -..., Investments, Business Growth, Financial Analysis, Risk Management, Finance, Mergers, Fixed Income, Equities, Portfolio Management, Asset Managment, Private Equity, Asset Allocation, Investment Management, Structured Products, Private Banking, Fund Of Funds, Wealth Management..., Wealth Management, Alternative Investments, Capital Markets
Education
Northwestern University - Kellogg School of Management 1987 — 1989
MBA, Finance
Indiana University Bloomington 1980 — 1984
BS, Business
Brooks Marston Brooks Marston's Donaldson, Lufkin & Jenrette Experience 1993 - 1998
Job BNY Mellon Investment Management
Industry Financial Services
Experience
BNY Mellon Investment Management January 2014 - Present
Pershing, a BNY Mellon company September 2000 - December 2013
Fidelity Investments March 1998 - March 2000
Donaldson, Lufkin & Jenrette 1993 - 1998
Skills
Series 7, Securities, Investments, Financial Services, Mutual Funds, Series 63, Management, FINRA, Portfolio Management, Asset Management, Fixed Income, Equities, Risk Management, Sales, Trading, Wealth Management, Account Management, Banking, Business Analysis, New Business Development, Business Strategy, Investment Management, Distribution Strategies, Public Speaking
Education
Quinnipiac University - School of Business 1981 — 1985
International Business
BNY Mellon Investment Management January 2014 - Present
Pershing, a BNY Mellon company September 2000 - December 2013
Fidelity Investments March 1998 - March 2000
Donaldson, Lufkin & Jenrette 1993 - 1998
Skills
Series 7, Securities, Investments, Financial Services, Mutual Funds, Series 63, Management, FINRA, Portfolio Management, Asset Management, Fixed Income, Equities, Risk Management, Sales, Trading, Wealth Management, Account Management, Banking, Business Analysis, New Business Development, Business Strategy, Investment Management, Distribution Strategies, Public Speaking
Education
Quinnipiac University - School of Business 1981 — 1985
International Business
Matthew Lowell Matthew Lowell's Donaldson, Lufkin & Jenrette Experience August 1997 - April 2000
Job Finance Executive Scaling Technology Companies ➤ M&A | Strategic Growth | Capital Raising | IPO
Industry Medical Devices
Experience
Varian Medical Systems April 2013 - Present
Abbott Medical Optics March 2009 - March 2013
Advanced Medical Optics December 2002 - February 2009
Credit Suisse First Boston April 2000 - May 2001
Donaldson, Lufkin & Jenrette August 1997 - April 2000
NationsBank Investment Banking June 1992 - June 1995
Skills
Product Development, Due Diligence, Financial Modeling, Strategic Planning, Business Development, Financial Analysis, Project Management, Licensing, Balanced Scorecard, Strategy Execution, Stage-Gate, Medical Devices, Mergers, Acquisitions, Strategic Alliances, Negotiation, Contractual Agreements, Strategic Financial..., Deal Sourcing, Financial Management..., Business Process..., Cross-functional Team..., Executive Presentation..., Market Assessments, Mergers & Acquisitions, Market Analysis, Forecasting, Valuation, Financial Planning, Strategy
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor’s Degree
Varian Medical Systems April 2013 - Present
Abbott Medical Optics March 2009 - March 2013
Advanced Medical Optics December 2002 - February 2009
Credit Suisse First Boston April 2000 - May 2001
Donaldson, Lufkin & Jenrette August 1997 - April 2000
NationsBank Investment Banking June 1992 - June 1995
Skills
Product Development, Due Diligence, Financial Modeling, Strategic Planning, Business Development, Financial Analysis, Project Management, Licensing, Balanced Scorecard, Strategy Execution, Stage-Gate, Medical Devices, Mergers, Acquisitions, Strategic Alliances, Negotiation, Contractual Agreements, Strategic Financial..., Deal Sourcing, Financial Management..., Business Process..., Cross-functional Team..., Executive Presentation..., Market Assessments, Mergers & Acquisitions, Market Analysis, Forecasting, Valuation, Financial Planning, Strategy
Education
Northwestern University - Kellogg School of Management 1995 — 1997
MBA
University of North Carolina at Chapel Hill 1988 — 1992
Bachelor’s Degree
Donald Bethe Donald Bethe's Donaldson, Lufkin & Jenrette Experience 1992 - 1999
Job Senior Managing Director Capital Markets at Kennedy Wilson
Industry Real Estate
Experience
Kennedy Wilson July 2009 - Present
Guggenheim Partners 2003 - 2009
UBS Investment Bank 2000 - 2003
Donaldson, Lufkin & Jenrette 1992 - 1999
Skills
Management, Private Equity, Real Estate Economics, Disposition, Asset Management, Real Estate Transactions, Real Estate Development, Valuation, Real Estate Private..., Due Diligence, Investments, Real Estate, Financial Modeling, Alternative Investments, Integrity, Fixed Income, Brokerage, Capital Markets, Hedge Funds, Portfolio Management
Education
Saint Mary's College of California
Bachelor of Science (BS)
Kennedy Wilson July 2009 - Present
Guggenheim Partners 2003 - 2009
UBS Investment Bank 2000 - 2003
Donaldson, Lufkin & Jenrette 1992 - 1999
Skills
Management, Private Equity, Real Estate Economics, Disposition, Asset Management, Real Estate Transactions, Real Estate Development, Valuation, Real Estate Private..., Due Diligence, Investments, Real Estate, Financial Modeling, Alternative Investments, Integrity, Fixed Income, Brokerage, Capital Markets, Hedge Funds, Portfolio Management
Education
Saint Mary's College of California
Bachelor of Science (BS)
Matthew Titiyevskiy Matthew Titiyevskiy's Donaldson, Lufkin & Jenrette Experience February 1997 - February 2001
Job Assistant Vice President Regional Finance Analytics at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank March 2010 - Present
Deutsche Bank October 2008 - March 2010
Deutsche Bank August 2005 - October 2008
Credit Suisse February 2001 - August 2005
Donaldson, Lufkin & Jenrette February 1997 - February 2001
Donaldson, Lufkin & Jenrette March 1995 - February 1997
Skills
Account Reconciliation, Accounting, Equities, Finance, Fixed Income, Securities, Corporate Finance, Investment Banking
Education
Queens College 1993 — 1997
Bachelor of Arts (B.A.), Accounting and Economics
Deutsche Bank March 2010 - Present
Deutsche Bank October 2008 - March 2010
Deutsche Bank August 2005 - October 2008
Credit Suisse February 2001 - August 2005
Donaldson, Lufkin & Jenrette February 1997 - February 2001
Donaldson, Lufkin & Jenrette March 1995 - February 1997
Skills
Account Reconciliation, Accounting, Equities, Finance, Fixed Income, Securities, Corporate Finance, Investment Banking
Education
Queens College 1993 — 1997
Bachelor of Arts (B.A.), Accounting and Economics
Kelly Esselman's Donaldson, Lufkin & Jenrette Experience 1991 - 1998
Job Principal at Mercer
Industry Insurance
Experience
Mercer August 2010 - Present
Mountain States Employers Council November 2003 - August 2010
Business Health Forum April 2008 - September 2009
Airwalk International 2001 - 2003
Penton Media 2000 - 2001
T-NETIX 1998 - 2000
Donaldson, Lufkin & Jenrette 1991 - 1998
Skills
Leadership, Employee Relations, Performance Management, Insurance, Personnel Management, Strategy, Benefits Administration, Employee Benefits, Human Resources, Health Care Reform, Health Insurance, FMLA, Coaching, Resume Writing, Management, Deferred Compensation, Strategic Planning, Organizational..., Employment Law, Talent Management, HIPAA, Legal Compliance
Education
Pace University 1987 — 1991
BS, Mathematics
Mercer August 2010 - Present
Mountain States Employers Council November 2003 - August 2010
Business Health Forum April 2008 - September 2009
Airwalk International 2001 - 2003
Penton Media 2000 - 2001
T-NETIX 1998 - 2000
Donaldson, Lufkin & Jenrette 1991 - 1998
Skills
Leadership, Employee Relations, Performance Management, Insurance, Personnel Management, Strategy, Benefits Administration, Employee Benefits, Human Resources, Health Care Reform, Health Insurance, FMLA, Coaching, Resume Writing, Management, Deferred Compensation, Strategic Planning, Organizational..., Employment Law, Talent Management, HIPAA, Legal Compliance
Education
Pace University 1987 — 1991
BS, Mathematics
Mariel Clemensen's Donaldson, Lufkin & Jenrette Experience 1983 - 1989
Job Clemensen Capital Co
Industry Investment Management
Experience
Clemensen Capital Company June 1998 - Present
Tstone Corp 2004 - 2010
Bank of Nova Scotia January 1994 - January 1996
Lehman Brothers January 1992 - January 1994
Citicorp Securities September 1989 - January 1992
Donaldson, Lufkin & Jenrette 1983 - 1989
Capital Group (Capital Research & Captal International) March 1972 - January 1983
Skills
Investments, Private Equity, Investment Banking, Fixed Income, Securities, Capital Markets, Asset Management, Alternative Investments, Investment Strategies, Stocks, Portfolio Management, SOUTH KOREA INVESTMENTS, Due Diligence, Bonds, Finance, Equities
Education
Stanford Business School 1981 — 1982
MS Mgmt, Sloan Fellow
Pitzer College 1970 — 1974
BA, Philosophy
Immaculate Heart High School 1966 — 1970
9-12
Our Lady of Grace Elementary School 1958 — 1966
1-8
Clemensen Capital Company June 1998 - Present
Tstone Corp 2004 - 2010
Bank of Nova Scotia January 1994 - January 1996
Lehman Brothers January 1992 - January 1994
Citicorp Securities September 1989 - January 1992
Donaldson, Lufkin & Jenrette 1983 - 1989
Capital Group (Capital Research & Captal International) March 1972 - January 1983
Skills
Investments, Private Equity, Investment Banking, Fixed Income, Securities, Capital Markets, Asset Management, Alternative Investments, Investment Strategies, Stocks, Portfolio Management, SOUTH KOREA INVESTMENTS, Due Diligence, Bonds, Finance, Equities
Education
Stanford Business School 1981 — 1982
MS Mgmt, Sloan Fellow
Pitzer College 1970 — 1974
BA, Philosophy
Immaculate Heart High School 1966 — 1970
9-12
Our Lady of Grace Elementary School 1958 — 1966
1-8
James L Paradise James L Paradise's Donaldson, Lufkin & Jenrette Experience August 1996 - July 2002
Job President
Industry Financial Services
Experience
Paradise Enterprises, LLC October 2007 - Present
Credit Suisse July 2002 - September 2007
Donaldson, Lufkin & Jenrette August 1996 - July 2002
Scotiabank May 1992 - August 1996
IBM September 1987 - May 1992
Skills
Private Equity, Fundraising, Commercial Lending, Real Estate Development, Venture Capital, Capital Raising, Marketing, Real Estate Transactions, Real Estate Financing, Hard Money Lending, Secondaries, Asset Management, Asset Based Lending, Investors, Investments, Mergers & Acquisitions, Capital Markets, Structured Finance, Financial Modeling, Due Diligence, Investment Banking, Strategy, Corporate Finance, Equities
Education
New York University 1989 — 1992
Master of Business Administration (MBA), Finance & International Business, 3.5
Northeastern University 1982 — 1987
Bachelor of Science (BS), Finance and International Business, 3.7
Paradise Enterprises, LLC October 2007 - Present
Credit Suisse July 2002 - September 2007
Donaldson, Lufkin & Jenrette August 1996 - July 2002
Scotiabank May 1992 - August 1996
IBM September 1987 - May 1992
Skills
Private Equity, Fundraising, Commercial Lending, Real Estate Development, Venture Capital, Capital Raising, Marketing, Real Estate Transactions, Real Estate Financing, Hard Money Lending, Secondaries, Asset Management, Asset Based Lending, Investors, Investments, Mergers & Acquisitions, Capital Markets, Structured Finance, Financial Modeling, Due Diligence, Investment Banking, Strategy, Corporate Finance, Equities
Education
New York University 1989 — 1992
Master of Business Administration (MBA), Finance & International Business, 3.5
Northeastern University 1982 — 1987
Bachelor of Science (BS), Finance and International Business, 3.7
Austin Conner's Donaldson, Lufkin & Jenrette Experience May 1998 - June 2000
Job Investment Management and Corporate Finance Expert Seeking New Opportunities
Industry Investment Management
Experience
Stevens Capital Management July 2007 - October 2014
Cowen & Company August 2004 - April 2007
Capricorn Management LLC May 2003 - August 2003
Brockway Moran & Partners July 2000 - May 2002
Donaldson, Lufkin & Jenrette May 1998 - June 2000
The Carson Group June 1997 - April 1998
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
BA, Sociology
Stevens Capital Management July 2007 - October 2014
Cowen & Company August 2004 - April 2007
Capricorn Management LLC May 2003 - August 2003
Brockway Moran & Partners July 2000 - May 2002
Donaldson, Lufkin & Jenrette May 1998 - June 2000
The Carson Group June 1997 - April 1998
Education
The University of Texas at Austin - Red McCombs School of Business 2002 — 2004
MBA, Finance
Princeton University 1993 — 1997
BA, Sociology
Chris Alexander's Donaldson, Lufkin & Jenrette Experience June 1994 - August 1999
Job Managing Director at Société Générale
Industry Financial Services
Experience
Société Générale May 2014 - Present
Goldman Sachs August 1999 - March 2013
Donaldson, Lufkin & Jenrette June 1994 - August 1999
Education
New York University 1999 — 2002
Master of Business Administration (MBA), Economics & Finance
University of California, Davis 1989 — 1994
Bachelor's degree, Economics & Philosophy
Société Générale May 2014 - Present
Goldman Sachs August 1999 - March 2013
Donaldson, Lufkin & Jenrette June 1994 - August 1999
Education
New York University 1999 — 2002
Master of Business Administration (MBA), Economics & Finance
University of California, Davis 1989 — 1994
Bachelor's degree, Economics & Philosophy
Thomas Mahoney, CFA, CAIA Thomas Mahoney, CFA, CAIA's Donaldson, Lufkin & Jenrette Experience January 1995 - July 2004
Job UBS Private Wealth Management
Industry Financial Services
Experience
UBS Private Wealth Management July 2004 - Present
CFA Society of Los Angeles June 2013 - Present
CAIA Associaton Los Angeles May 2011 - Present
Donaldson, Lufkin & Jenrette January 1995 - July 2004
Kidder Peabody October 1992 - January 1995
E.F. Hutton & co. May 1987 - October 1992
Education
University of Wisconsin-Madison 1979 — 1981
Bachelor of Business Administration (BBA), Finance
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1987
Master of Business Administration (M.B.A.)
UBS Private Wealth Management July 2004 - Present
CFA Society of Los Angeles June 2013 - Present
CAIA Associaton Los Angeles May 2011 - Present
Donaldson, Lufkin & Jenrette January 1995 - July 2004
Kidder Peabody October 1992 - January 1995
E.F. Hutton & co. May 1987 - October 1992
Education
University of Wisconsin-Madison 1979 — 1981
Bachelor of Business Administration (BBA), Finance
Pepperdine University, The George L. Graziadio School of Business and Management 1985 — 1987
Master of Business Administration (M.B.A.)
Glenn Firester Glenn Firester's Donaldson, Lufkin & Jenrette Experience 1994 - 2000
Job Project Manager at Credit Suisse
Industry Computer Software
Experience
Credit Suisse November 2004 - Present
Donaldson, Lufkin & Jenrette 1994 - 2000
Chase Manhattan Corporation 1991 - 1993
Skills
Business Analysis, Software Project..., Agile Methodologies, SDLC, Market Data, Visio, Integration, Requirements Gathering, IT Strategy, Program Management
Education
New York University 1985 — 1987
Music
Berklee School of Music 1982 — 1982
Jazz Studies
Credit Suisse November 2004 - Present
Donaldson, Lufkin & Jenrette 1994 - 2000
Chase Manhattan Corporation 1991 - 1993
Skills
Business Analysis, Software Project..., Agile Methodologies, SDLC, Market Data, Visio, Integration, Requirements Gathering, IT Strategy, Program Management
Education
New York University 1985 — 1987
Music
Berklee School of Music 1982 — 1982
Jazz Studies
Abbas Khoshnevissan Abbas Khoshnevissan's Donaldson, Lufkin & Jenrette Experience April 1989 - April 1991
Job Managing Director Investments at Wells Fargo Advisors, LLC, Premier Advisor, Chairman's Council
Industry Financial Services
Experience
Wells Fargo Advisors, LLC January 2008 - Present
UBS Wealth Management May 2001 - January 2008
Bear Stearns April 1991 - May 2001
Donaldson, Lufkin & Jenrette April 1989 - April 1991
Shearson Lehman 1987 - 1989
Education
San Jose State University
Masters, Economics
Wells Fargo Advisors, LLC January 2008 - Present
UBS Wealth Management May 2001 - January 2008
Bear Stearns April 1991 - May 2001
Donaldson, Lufkin & Jenrette April 1989 - April 1991
Shearson Lehman 1987 - 1989
Education
San Jose State University
Masters, Economics
Joseph Molluso's Donaldson, Lufkin & Jenrette Experience February 1989 - November 2000
Job Chief Financial Officer, Virtu
Industry Financial Services
Experience
Virtu Financial November 2013 - Present
J.P. Morgan February 2006 - November 2013
Credit Suisse November 2000 - February 2006
Donaldson, Lufkin & Jenrette February 1989 - November 2000
Skills
Investment Banking, Financial Services, Strategy, Investments, Capital Markets, Management, Hedge Funds, Valuation
Education
New York University, Stern School of Business 1993 — 1996
Finance, Finance and Economics
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Economics
Virtu Financial November 2013 - Present
J.P. Morgan February 2006 - November 2013
Credit Suisse November 2000 - February 2006
Donaldson, Lufkin & Jenrette February 1989 - November 2000
Skills
Investment Banking, Financial Services, Strategy, Investments, Capital Markets, Management, Hedge Funds, Valuation
Education
New York University, Stern School of Business 1993 — 1996
Finance, Finance and Economics
Pace University - Lubin School of Business 1987 — 1991
Bachelor of Business Administration (BBA), Accounting and Economics
Kurt Greiner Kurt Greiner's Donaldson, Lufkin & Jenrette Experience July 1993 - December 1993
Job Kurt Greiner Web Wrangler
Industry Internet
Experience
Information Builders July 1996 - Present
Information Builders December 1993 - July 1996
Donaldson, Lufkin & Jenrette July 1993 - December 1993
Toys R Us September 1990 - July 1993
MicroStar Technology (N.Y) August 1989 - September 1990
Skills
Networking, Wireless Networking, Internet Access, Cloud Computing, Business Intelligence, Enterprise Software, Integration, Databases, XML
Education
Rutgers University-New Brunswick 1986 — 1992
B.A., Computer Science
Information Builders July 1996 - Present
Information Builders December 1993 - July 1996
Donaldson, Lufkin & Jenrette July 1993 - December 1993
Toys R Us September 1990 - July 1993
MicroStar Technology (N.Y) August 1989 - September 1990
Skills
Networking, Wireless Networking, Internet Access, Cloud Computing, Business Intelligence, Enterprise Software, Integration, Databases, XML
Education
Rutgers University-New Brunswick 1986 — 1992
B.A., Computer Science
Meg Murphy's Donaldson, Lufkin & Jenrette Experience November 1999 - May 2000
Job CMPS® Home Loan Consultant NMLSR ID 955614 at Wells Fargo Home Mortgage
Industry Real Estate
Experience
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Home Mortgage October 2011 - December 2012
Stearns Lending June 2010 - August 2011
Financial Freedom February 2008 - May 2010
Countrywide Home Loans April 2001 - September 2007
Neale-May & Partners, Public Relations June 2000 - March 2001
Donaldson, Lufkin & Jenrette November 1999 - May 2000
Cohen Financial Group November 1998 - July 1999
Countrywide Home Loans March 1997 - November 1998
Skills
Mortgage Banking, Mortgage Lending, Loans, FHA, Integrity, Positive Team Player, Residential Mortgages, VA loans, Credit, Loan Origination, Hands-on Problem Solver, Real Estate Transactions, Highly detail oriented, Mortgage Underwriting, Adaptable, Creative, Vibrant, Real Estate Financing, Proactive, Committed, Personal Integrity, Resourceful, Confident, Driven, Decisive, Energetic, Trustworthy, Non Conforming Financing, Reverse Mortgages, Customer Satisfaction, Jumbo Mortgage, Fannie Mae, Freddie Mac, Fixed Rate Loans, Adjustable Rate Loans, New Home Construction, Builder/ New..., Condo Specialist, Union Plus, Home Equity Loans, High Net Worth..., Super Jumbo, Foreign National Loans
Education
University of San Diego 1993 — 1996
BA, Political Science
Semester At Sea 1995 — 1995
ISE via University of Pittsburgh, I sailed around the world at 15 miles an hour
University of Arizona 1991 — 1993
General Education
SMHS 1988 — 1991
Pasadena City College
Continuing Education/Enrichment
Wells Fargo Home Mortgage January 2013 - Present
Wells Fargo Home Mortgage October 2011 - December 2012
Stearns Lending June 2010 - August 2011
Financial Freedom February 2008 - May 2010
Countrywide Home Loans April 2001 - September 2007
Neale-May & Partners, Public Relations June 2000 - March 2001
Donaldson, Lufkin & Jenrette November 1999 - May 2000
Cohen Financial Group November 1998 - July 1999
Countrywide Home Loans March 1997 - November 1998
Skills
Mortgage Banking, Mortgage Lending, Loans, FHA, Integrity, Positive Team Player, Residential Mortgages, VA loans, Credit, Loan Origination, Hands-on Problem Solver, Real Estate Transactions, Highly detail oriented, Mortgage Underwriting, Adaptable, Creative, Vibrant, Real Estate Financing, Proactive, Committed, Personal Integrity, Resourceful, Confident, Driven, Decisive, Energetic, Trustworthy, Non Conforming Financing, Reverse Mortgages, Customer Satisfaction, Jumbo Mortgage, Fannie Mae, Freddie Mac, Fixed Rate Loans, Adjustable Rate Loans, New Home Construction, Builder/ New..., Condo Specialist, Union Plus, Home Equity Loans, High Net Worth..., Super Jumbo, Foreign National Loans
Education
University of San Diego 1993 — 1996
BA, Political Science
Semester At Sea 1995 — 1995
ISE via University of Pittsburgh, I sailed around the world at 15 miles an hour
University of Arizona 1991 — 1993
General Education
SMHS 1988 — 1991
Pasadena City College
Continuing Education/Enrichment
Greg Holden Greg Holden's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Head of Equity and EquityLinked Advisory at EA Markets LLC
Industry Financial Services
Experience
EA Markets LLC January 2012 - Present
Cowen and Company 2010 - 2011
Advent Capital Management 2009 - 2009
Barclays Capital 2007 - 2008
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Brothers 1996 - 1999
Skills
Capital Markets, Equities, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Bloomberg, Valuation, Equity Capital Markets, Equity Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Financial Modeling, Structured Finance, Emerging Markets, Corporate Finance, Equity Research, Alternative Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
EA Markets LLC January 2012 - Present
Cowen and Company 2010 - 2011
Advent Capital Management 2009 - 2009
Barclays Capital 2007 - 2008
Credit Suisse 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2000
Salomon Brothers 1996 - 1999
Skills
Capital Markets, Equities, Hedge Funds, Investment Banking, Fixed Income, Derivatives, Equity Derivatives, Bloomberg, Valuation, Equity Capital Markets, Equity Valuation, Mergers & Acquisitions, Private Equity, Financial Structuring, Financial Modeling, Structured Finance, Emerging Markets, Corporate Finance, Equity Research, Alternative Investments, Portfolio Management
Education
The University of Chicago - Booth School of Business 1999 — 2001
MBA
Northwestern University 1991 — 1995
BA
David Garceau David Garceau's Donaldson, Lufkin & Jenrette Experience September 1970 - August 1972
Job CEO Advisors' Recruiting, Inc. Searching on behalf of Hedge Funds, Investment Management & Wealth Management Firms
Industry Investment Management
Experience
Advisors' Recruiting, Inc. May 1986 - Present
M.D. Sass Investors Services September 1972 - May 1986
Donaldson, Lufkin & Jenrette September 1970 - August 1972
Arthur Andersen & Co. June 1968 - September 1970
Skills
Talent Acquisition, Recruiting, Client Services, Client Relationship, Marketing, Product Managment, Operations, Systems, Portfolio Administration, Performance Measurement, CFO, COO, Risk, Attribution/Analytics, Director, Wealth Management, Hedge Funds, Asset Management, Trading, CPA, Internal Wholesaling, National Accounts
Education
Northeastern University 1963 — 1968
BS Accounting, Magna Cum Laude
Advisors' Recruiting, Inc. May 1986 - Present
M.D. Sass Investors Services September 1972 - May 1986
Donaldson, Lufkin & Jenrette September 1970 - August 1972
Arthur Andersen & Co. June 1968 - September 1970
Skills
Talent Acquisition, Recruiting, Client Services, Client Relationship, Marketing, Product Managment, Operations, Systems, Portfolio Administration, Performance Measurement, CFO, COO, Risk, Attribution/Analytics, Director, Wealth Management, Hedge Funds, Asset Management, Trading, CPA, Internal Wholesaling, National Accounts
Education
Northeastern University 1963 — 1968
BS Accounting, Magna Cum Laude
Elizabeth Brackett Elizabeth Brackett's Donaldson, Lufkin & Jenrette Experience 2000 - 2003
Job Senior Manager, Employee Relations at The Employers Association
Industry Human Resources
Experience
The Employers Association July 2006 - Present
Wachovia 2005 - 2006
MetLife 2003 - 2004
Donaldson, Lufkin & Jenrette 2000 - 2003
First Union National Bank 1997 - 2000
Wachovia 1995 - 1997
Skills
Employee Relations..., Training Design and..., Internal Investigations, Audits, Department Leader
Education
Salem College 1989 — 1993
BA
RJ Reynolds High School
The Employers Association July 2006 - Present
Wachovia 2005 - 2006
MetLife 2003 - 2004
Donaldson, Lufkin & Jenrette 2000 - 2003
First Union National Bank 1997 - 2000
Wachovia 1995 - 1997
Skills
Employee Relations..., Training Design and..., Internal Investigations, Audits, Department Leader
Education
Salem College 1989 — 1993
BA
RJ Reynolds High School
Lisa Bayer Lisa Bayer's Donaldson, Lufkin & Jenrette Experience 1988 - 1990
Job Business Owner at Ellie B. Creations
Industry Events Services
Experience
Ellie B. Creations January 2015 - Present
LearningRx Warren January 2012 - August 2013
Kiwi Kreations by Lisa Bayer 1994 - April 2012
Maple Stream Road Preschool January 1998 - August 2011
Donaldson, Lufkin & Jenrette 1988 - 1990
Skills
Art History, Teaching, Creative Arts, Crafts, Business Analysis, Program Coordination, Purchasing, Planning, Event Planning, Project Planning, Educational Technology, Cognition, Learning Disabilities, Training, Marketing, Operations Management, sales, Written & Oral..., Staff Development, Staff Management, Leadership, Hiring
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
B.A., Art History, Economics
Ellie B. Creations January 2015 - Present
LearningRx Warren January 2012 - August 2013
Kiwi Kreations by Lisa Bayer 1994 - April 2012
Maple Stream Road Preschool January 1998 - August 2011
Donaldson, Lufkin & Jenrette 1988 - 1990
Skills
Art History, Teaching, Creative Arts, Crafts, Business Analysis, Program Coordination, Purchasing, Planning, Event Planning, Project Planning, Educational Technology, Cognition, Learning Disabilities, Training, Marketing, Operations Management, sales, Written & Oral..., Staff Development, Staff Management, Leadership, Hiring
Education
Rutgers, The State University of New Jersey-New Brunswick 1981 — 1985
B.A., Art History, Economics
Howard Potter Howard Potter's Donaldson, Lufkin & Jenrette Experience April 1981 - August 1984
Job Senior Fixed Income Portfolio Manager at Roosevelt Investments
Industry Financial Services
Experience
The Roosevelt Investment Group October 2011 - Present
Capstone Asset Management January 1996 - October 2011
New Castle Advisers, Inc. January 1991 - January 1996
Oppenheimer, Inc. December 1986 - October 1991
Greenwich Capital Markets March 1986 - December 1986
Donaldson, Lufkin & Jenrette April 1981 - August 1984
Skills
Fixed Income, Derivatives, Bonds, Strategic Asset..., Portfolio Customization, New Product Development
Education
Northwestern University 1973 — 1974
MA, Speech - Film Studies
University of Wisconsin-Madison 1969 — 1973
BA, History
The Roosevelt Investment Group October 2011 - Present
Capstone Asset Management January 1996 - October 2011
New Castle Advisers, Inc. January 1991 - January 1996
Oppenheimer, Inc. December 1986 - October 1991
Greenwich Capital Markets March 1986 - December 1986
Donaldson, Lufkin & Jenrette April 1981 - August 1984
Skills
Fixed Income, Derivatives, Bonds, Strategic Asset..., Portfolio Customization, New Product Development
Education
Northwestern University 1973 — 1974
MA, Speech - Film Studies
University of Wisconsin-Madison 1969 — 1973
BA, History
Kathleen Conaghan Jacobs Kathleen Conaghan Jacobs's Donaldson, Lufkin & Jenrette Experience 1979 - 1982
Job Valpak DM
Industry Marketing and Advertising
Experience
ValpakDM 2006 - Present
Jacobs Household September 1985 - Present
Donaldson, Lufkin & Jenrette 1979 - 1982
Donaldson Lufkin and Jenrette 1978 - 1981
Skills
Graphic Design, Direct Mail, Email Marketing, SEO, Advertising, Brochures, Mobile Marketing, Direct Marketing, Lead Generation, Database Marketing, Digital Marketing, SEM, Integrated Marketing, PPC, Social Media Marketing, Social Media, Facebook, Digital Media, Online Marketing, Online Advertising, Digital Strategy, WordPress, Web Analytics, Advertising Sales
Education
Niagara University 1981 — 1985
BS, Logistics
Bishop Kearney 1978 — 1981
ValpakDM 2006 - Present
Jacobs Household September 1985 - Present
Donaldson, Lufkin & Jenrette 1979 - 1982
Donaldson Lufkin and Jenrette 1978 - 1981
Skills
Graphic Design, Direct Mail, Email Marketing, SEO, Advertising, Brochures, Mobile Marketing, Direct Marketing, Lead Generation, Database Marketing, Digital Marketing, SEM, Integrated Marketing, PPC, Social Media Marketing, Social Media, Facebook, Digital Media, Online Marketing, Online Advertising, Digital Strategy, WordPress, Web Analytics, Advertising Sales
Education
Niagara University 1981 — 1985
BS, Logistics
Bishop Kearney 1978 — 1981
John Ferejohn John Ferejohn's Donaldson, Lufkin & Jenrette Experience 1984 - 1985
Job at SunGard Data Systems, Inc.
Industry Financial Services
Experience
SunGard January 2011 - Present
Pharaoh Integrations, LLC July 2009 - February 2011
Goldman Sachs July 2009 - December 2010
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers August 2001 - October 2006
Merrill Lynch 1988 - August 2001
Donaldson, Lufkin & Jenrette 1984 - 1985
Skills
Portfolio Management, Mutual Funds, Project Management, Integration, Foreign Exchange, Fixed Income, Equities, Asset Managment, Hedge Funds, Middle Office, Derivatives, Business Analysis, Data Analysis, Guitarist, Valuation, Asset Management, Options, Alternative Investments, Investments, Financial Services, Trading Systems, FX Options, Securities, Business Process, Investment Management, Back Office, Prime Brokerage, Capital Markets, Electronic Trading
Education
Rutgers University-New Brunswick 1974 — 1976
Union County College 1972 — 1974
St. Genevieve's School
SunGard January 2011 - Present
Pharaoh Integrations, LLC July 2009 - February 2011
Goldman Sachs July 2009 - December 2010
BlackRock October 2006 - November 2008
Merrill Lynch Investment Managers August 2001 - October 2006
Merrill Lynch 1988 - August 2001
Donaldson, Lufkin & Jenrette 1984 - 1985
Skills
Portfolio Management, Mutual Funds, Project Management, Integration, Foreign Exchange, Fixed Income, Equities, Asset Managment, Hedge Funds, Middle Office, Derivatives, Business Analysis, Data Analysis, Guitarist, Valuation, Asset Management, Options, Alternative Investments, Investments, Financial Services, Trading Systems, FX Options, Securities, Business Process, Investment Management, Back Office, Prime Brokerage, Capital Markets, Electronic Trading
Education
Rutgers University-New Brunswick 1974 — 1976
Union County College 1972 — 1974
St. Genevieve's School
Richard Rizzuto Richard Rizzuto's Donaldson, Lufkin & Jenrette Experience 1980 - 2000
Job Wealth Management at Newport Coast Securities
Industry Financial Services
Experience
Newport Coast Securities 2013 - Present
Meyers Associates L.P. January 2012 - March 2013
Strategies for Wealth October 2007 - December 2011
Z & Z Securities April 2005 - May 2007
Stuart Frankel & Company February 2002 - April 2005
Donaldson, Lufkin & Jenrette 1980 - 2000
Skills
Small Business, Retirement Planning, Equities, Wealth Management, Series 7, Securities, Due Diligence, Asset Management, Portfolio Management, Financial Advisory, Series 63, Financial Services, Health Insurance, Management, Finance, Wealth, Bonds, Disability Insurance, Estate Planning, Asset Managment, Long-term Care, Strategic Planning, Mutual Funds, Capital Markets, Equity Trading, Financial Analysis, Investments, Employee Benefits, Trading, Fixed Income, Insurance, Life Insurance, Alternative Investments, Bloomberg, Hedge Funds, FINRA, Mergers & Acquisitions, Relationship Management, Public Speaking
Education
Princeton University 1974 — 1978
BA, English
Holy Cross High School 1970 — 1974
Newport Coast Securities 2013 - Present
Meyers Associates L.P. January 2012 - March 2013
Strategies for Wealth October 2007 - December 2011
Z & Z Securities April 2005 - May 2007
Stuart Frankel & Company February 2002 - April 2005
Donaldson, Lufkin & Jenrette 1980 - 2000
Skills
Small Business, Retirement Planning, Equities, Wealth Management, Series 7, Securities, Due Diligence, Asset Management, Portfolio Management, Financial Advisory, Series 63, Financial Services, Health Insurance, Management, Finance, Wealth, Bonds, Disability Insurance, Estate Planning, Asset Managment, Long-term Care, Strategic Planning, Mutual Funds, Capital Markets, Equity Trading, Financial Analysis, Investments, Employee Benefits, Trading, Fixed Income, Insurance, Life Insurance, Alternative Investments, Bloomberg, Hedge Funds, FINRA, Mergers & Acquisitions, Relationship Management, Public Speaking
Education
Princeton University 1974 — 1978
BA, English
Holy Cross High School 1970 — 1974
Steven A. Bollon Steven A. Bollon's Donaldson, Lufkin & Jenrette Experience June 1997 - June 2000
Job Acting Deputy Director / Adjunct Assistant Professor
Industry Government Administration
Experience
New York State Financial Control Board November 2001 - Present
Donaldson, Lufkin & Jenrette June 1997 - June 2000
Skills
Statistics, Mathematics, Econometrics, Macroeconomics, Economics, Forecasting, Teaching, Stata, Microeconomics, Excel, Economic Research, Time Series Analysis, Microsoft Office, Quantitative Analysis, Financial Modeling, Word, Statistical Modeling, Bloomberg, Financial Analysis, Valuation, International Finance, Data Analysis, Corporate Finance, Financial Markets, Industry Analysis, Economic Policy, Research, VBA, Derivatives, Equity Research, Predictive Modeling, Financial Economics, Regression, Analysis, Political Economy, Portfolio Management, Risk Management, Credit Risk, Financial Reporting, Analytics, Business Valuation, Quantitative Research, Equities, Data Mining, Investments, Quantitative Analytics, Microsoft Excel, Econometric Modeling
Education
The New School 2005 — 2015
Doctor of Philosophy (PhD), Economics, 3.86
Pace University - Lubin School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance and Financial Management Services
New York State Financial Control Board November 2001 - Present
Donaldson, Lufkin & Jenrette June 1997 - June 2000
Skills
Statistics, Mathematics, Econometrics, Macroeconomics, Economics, Forecasting, Teaching, Stata, Microeconomics, Excel, Economic Research, Time Series Analysis, Microsoft Office, Quantitative Analysis, Financial Modeling, Word, Statistical Modeling, Bloomberg, Financial Analysis, Valuation, International Finance, Data Analysis, Corporate Finance, Financial Markets, Industry Analysis, Economic Policy, Research, VBA, Derivatives, Equity Research, Predictive Modeling, Financial Economics, Regression, Analysis, Political Economy, Portfolio Management, Risk Management, Credit Risk, Financial Reporting, Analytics, Business Valuation, Quantitative Research, Equities, Data Mining, Investments, Quantitative Analytics, Microsoft Excel, Econometric Modeling
Education
The New School 2005 — 2015
Doctor of Philosophy (PhD), Economics, 3.86
Pace University - Lubin School of Business 1997 — 2000
Master of Business Administration (M.B.A.), Finance and Financial Management Services
Dean A. Chamberlain Dean A. Chamberlain's Donaldson, Lufkin & Jenrette Experience July 1992 - June 1996
Job Chief Executive Officer, Principal at Mischler Financial Group
Industry Financial Services
Experience
Mischler Financial Group January 2010 - Present
Nomura Securities 2005 - 2010
Bank of America Securities April 2001 - April 2005
J.P. Morgan April 1999 - April 2001
Donaldson, Lufkin & Jenrette July 1992 - June 1996
Northwestern University 1990 - 1992
U.S. Army, 4th Infantry Division May 1985 - August 1990
Skills
Negotiation, Leadership, Team Leadership, Project Management, Strategy, Start-ups, Fixed Income, Investment Properties, Finance, Team Building, Portfolio Management, Management, Valuation, Structured Finance, Real Estate, Bloomberg, Contract Negotiation, Financial Analysis, Investments, Business Planning, Business Strategy, Sales, Corporate Finance, Due Diligence, Capital Markets, Credit, Management Consulting, Trading, Operations Management, Asset Management, New Business Development, Financial Modeling, Financial Markets, Sales Management, Investment Banking, Business Development, Change Management, Equity Trading, Process Improvement, Risk Management, Recruiting, Banking, Program Management, Structured Products, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Equities, Hedge Funds, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance, Marketing, International Business
United States Military Academy at West Point 1981 — 1985
BS, Mechanical Engineering Management
Mischler Financial Group January 2010 - Present
Nomura Securities 2005 - 2010
Bank of America Securities April 2001 - April 2005
J.P. Morgan April 1999 - April 2001
Donaldson, Lufkin & Jenrette July 1992 - June 1996
Northwestern University 1990 - 1992
U.S. Army, 4th Infantry Division May 1985 - August 1990
Skills
Negotiation, Leadership, Team Leadership, Project Management, Strategy, Start-ups, Fixed Income, Investment Properties, Finance, Team Building, Portfolio Management, Management, Valuation, Structured Finance, Real Estate, Bloomberg, Contract Negotiation, Financial Analysis, Investments, Business Planning, Business Strategy, Sales, Corporate Finance, Due Diligence, Capital Markets, Credit, Management Consulting, Trading, Operations Management, Asset Management, New Business Development, Financial Modeling, Financial Markets, Sales Management, Investment Banking, Business Development, Change Management, Equity Trading, Process Improvement, Risk Management, Recruiting, Banking, Program Management, Structured Products, Mergers & Acquisitions, Strategic Planning, Cross-functional Team..., Equities, Hedge Funds, Alternative Investments
Education
Northwestern University - Kellogg School of Management 1990 — 1992
MBA, Finance, Marketing, International Business
United States Military Academy at West Point 1981 — 1985
BS, Mechanical Engineering Management
Scott Kaplan Scott Kaplan's Donaldson, Lufkin & Jenrette Experience 1993 - 2001
Job Chief Operating Officer & Chief Financial Officer
Industry Financial Services
Experience
KB Financial Partners LLC May 2015 - Present
ESAP Partners September 2014 - Present
Sagent Advisors Inc. September 2003 - August 2014
UBS Investment Bank April 2002 - September 2003
UBS Investment Bank February 2001 - April 2002
Donaldson, Lufkin & Jenrette 1993 - 2001
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance, Investments, Capital Markets, Corporate Development, Due Diligence, M&A experience, Management, Venture Capital, Leadership, Business Development, Strategic Planning, Strategy, LBO, Board of Directors, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2001
MBA
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1996
BS
KB Financial Partners LLC May 2015 - Present
ESAP Partners September 2014 - Present
Sagent Advisors Inc. September 2003 - August 2014
UBS Investment Bank April 2002 - September 2003
UBS Investment Bank February 2001 - April 2002
Donaldson, Lufkin & Jenrette 1993 - 2001
Skills
Investment Banking, Private Equity, Mergers & Acquisitions, Financial Modeling, Valuation, Corporate Finance, Investments, Capital Markets, Corporate Development, Due Diligence, M&A experience, Management, Venture Capital, Leadership, Business Development, Strategic Planning, Strategy, LBO, Board of Directors, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 1998 — 2001
MBA
Pepperdine University, The George L. Graziadio School of Business and Management 1994 — 1996
BS
Ann Carnese Ann Carnese's Donaldson, Lufkin & Jenrette Experience June 1996 - June 1997
Job RVP Sales, CPQ Cloud, Enterprise West
Industry Computer Software
Experience
Oracle July 2015 - Present
Oracle September 2014 - Present
CA Technologies July 2007 - September 2014
Symantec January 2002 - April 2007
ITsunami August 2001 - January 2002
Interactive NW July 2000 - August 2001
Compaq Financial 1999 - 2000
NationsBank, NationsCredit Lease Financing Division June 1997 - June 1999
Donaldson, Lufkin & Jenrette June 1996 - June 1997
Skills
Solution Selling, SaaS, Enterprise Software, Channel, Cloud Computing, Professional Services, Sales Enablement, Channel Partners, Salesforce.com, Business Alliances, Partner Management, Demand Generation, Complex Sales, Application Performance..., Go-to-market Strategy, Account Management, Direct Sales, Managed Services, Pre-sales, Sales Process, Business Development, Software Industry, New Business Development, Management, Sales
Education
Oregon State University 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Oracle July 2015 - Present
Oracle September 2014 - Present
CA Technologies July 2007 - September 2014
Symantec January 2002 - April 2007
ITsunami August 2001 - January 2002
Interactive NW July 2000 - August 2001
Compaq Financial 1999 - 2000
NationsBank, NationsCredit Lease Financing Division June 1997 - June 1999
Donaldson, Lufkin & Jenrette June 1996 - June 1997
Skills
Solution Selling, SaaS, Enterprise Software, Channel, Cloud Computing, Professional Services, Sales Enablement, Channel Partners, Salesforce.com, Business Alliances, Partner Management, Demand Generation, Complex Sales, Application Performance..., Go-to-market Strategy, Account Management, Direct Sales, Managed Services, Pre-sales, Sales Process, Business Development, Software Industry, New Business Development, Management, Sales
Education
Oregon State University 1992 — 1996
Bachelor of Science (B.S.), Business Administration and Management, General
Dave Patten's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Principal Architect at Vertafore
Industry Computer Software
Experience
Vertafore April 2015 - Present
Vertafore October 2013 - April 2015
Vertafore September 2012 - October 2013
Vertafore June 2010 - September 2012
Vertafore October 2001 - June 2010
Interactive Technologies, LLC June 1996 - September 2001
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
State Reporter Publishing 1995 - 1996
Intertech Publishing 1990 - 1996
Skills
Agile Methodologies, Scrum, Software Development, C#, .NET, REST, JavaScript, SDLC, Web Services, ASP.NET, SaaS, Databases, Enterprise Software, HTML, TFS, SQL, SOA, Refactoring, Test Driven Development, Integration, Visual Studio, jQuery, Ext JS, Web Development, Design Patterns, Architecture, SOAP, IIS, Enterprise Architecture, Cloud Computing, Unit Testing, LINQ, Security, Object Oriented Design, Node.js, PaaS, Git, DDD, Agile Leadership, IaaS, APIs, User-centered Design, HTTP, Cloud Architecture, Computer Science, AngularJS, React, Web Standards, Lean Software...
Education
Rocky Mountain College 1991 — 1995
Bachelor of Science (BS), Computer Science
Vertafore April 2015 - Present
Vertafore October 2013 - April 2015
Vertafore September 2012 - October 2013
Vertafore June 2010 - September 2012
Vertafore October 2001 - June 2010
Interactive Technologies, LLC June 1996 - September 2001
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1996 - 2000
State Reporter Publishing 1995 - 1996
Intertech Publishing 1990 - 1996
Skills
Agile Methodologies, Scrum, Software Development, C#, .NET, REST, JavaScript, SDLC, Web Services, ASP.NET, SaaS, Databases, Enterprise Software, HTML, TFS, SQL, SOA, Refactoring, Test Driven Development, Integration, Visual Studio, jQuery, Ext JS, Web Development, Design Patterns, Architecture, SOAP, IIS, Enterprise Architecture, Cloud Computing, Unit Testing, LINQ, Security, Object Oriented Design, Node.js, PaaS, Git, DDD, Agile Leadership, IaaS, APIs, User-centered Design, HTTP, Cloud Architecture, Computer Science, AngularJS, React, Web Standards, Lean Software...
Education
Rocky Mountain College 1991 — 1995
Bachelor of Science (BS), Computer Science
Peter Roth CFP®, CIMA®'s Donaldson, Lufkin & Jenrette Experience June 1989 - April 1990
Job Wealth Advisor at Roth Financial Partners LLC
Industry Financial Services
Experience
Roth Financial Partners LLC May 2010 - Present
UBS November 1999 - May 2010
Legg Mason April 1990 - November 1999
Donaldson, Lufkin & Jenrette June 1989 - April 1990
Rotan Mosle August 1983 - June 1989
Education
Purdue University 1975 — 1977
M.S., Engineering
Purdue University 1971 — 1975
B.S., Engineering
Roth Financial Partners LLC May 2010 - Present
UBS November 1999 - May 2010
Legg Mason April 1990 - November 1999
Donaldson, Lufkin & Jenrette June 1989 - April 1990
Rotan Mosle August 1983 - June 1989
Education
Purdue University 1975 — 1977
M.S., Engineering
Purdue University 1971 — 1975
B.S., Engineering
Irene Rosendale Nicastro Irene Rosendale Nicastro's Donaldson, Lufkin & Jenrette Experience September 1982 - January 2001
Job Senior Recruiter at Johnson & Johnson
Industry Hospital & Health Care
Experience
Johnson & Johnson July 2011 - Present
Brown Brothers Harriman June 2004 - July 2011
AllianceBernstein May 2001 - January 2004
Donaldson, Lufkin & Jenrette September 1982 - January 2001
Skills
Strong Relationship..., Experienced Recruitment..., Team Oriented, Sourcing, Team Building, Recruiting, Talent Acquisition, Team-oriented, Employee Training, Financial Services, Employee Relations, Human Resources, Deferred Compensation, Talent Management, Interviews, Performance Management, Personnel Management, Training, Onboarding, HRIS, Vendor Management, Temporary Placement, Employee Benefits
Education
Pace University
BA, Economics
Johnson & Johnson July 2011 - Present
Brown Brothers Harriman June 2004 - July 2011
AllianceBernstein May 2001 - January 2004
Donaldson, Lufkin & Jenrette September 1982 - January 2001
Skills
Strong Relationship..., Experienced Recruitment..., Team Oriented, Sourcing, Team Building, Recruiting, Talent Acquisition, Team-oriented, Employee Training, Financial Services, Employee Relations, Human Resources, Deferred Compensation, Talent Management, Interviews, Performance Management, Personnel Management, Training, Onboarding, HRIS, Vendor Management, Temporary Placement, Employee Benefits
Education
Pace University
BA, Economics
Marilyn Randall Marilyn Randall's Donaldson, Lufkin & Jenrette Experience April 1995 - June 2000
Job Content Editor, Quality Assurance Specialist at Resources Unlimited Training & Management Consulting Group, LLC
Industry Performing Arts
Experience
Resources Unlimited Training & Management Consulting Group, LLC March 2013 - Present
LRN, The Legal Knowledge Company June 2000 - April 2007
Donaldson, Lufkin & Jenrette April 1995 - June 2000
Lehman Brothers January 1993 - March 1994
Skills
Public Speaking, Legal Research, Legal Writing, Legal Documents, Legal Editor, Quality Assurance...
Education
NYU School of Law
JD, International Law
Resources Unlimited Training & Management Consulting Group, LLC March 2013 - Present
LRN, The Legal Knowledge Company June 2000 - April 2007
Donaldson, Lufkin & Jenrette April 1995 - June 2000
Lehman Brothers January 1993 - March 1994
Skills
Public Speaking, Legal Research, Legal Writing, Legal Documents, Legal Editor, Quality Assurance...
Education
NYU School of Law
JD, International Law
Donald McCabe Donald McCabe's Donaldson, Lufkin & Jenrette Experience 2000 - 2002
Job Co CEO at Seneca Mortgage Management, LLC
Industry Financial Services
Experience
Seneca Mortgage Management, LLC September 2013 - Present
Arbor Commercial Mortgage February 2008 - September 2013
Nomura 2002 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2002
Morgan Stanley 1990 - 2000
Skills
Strategic Partnerships, Structured Finance, Real Estate Economics, Mortgage Lending, Loan Servicing, Investments, Residential Mortgages, Fixed Income, Asset Management, Residential Homes, Leadership, Loans, ABS, Loss Mitigation, Portfolio Management, Capital Markets, Mortgage Banking, Management, Sales, Banking, Risk Management, MBS, Underwriting, Financial Structuring, Loan Origination, Financial Analysis, Credit, Finance, FHA, Securitization, Valuation, Due Diligence, Real Estate, Negotiation, Mergers & Acquisitions, Operations Management, Securities, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1994 — 1994
Executive Management Training Program
Northeastern University 1980 — 1984
Bachelor's Degree, Economics and Business Administration
Seneca Mortgage Management, LLC September 2013 - Present
Arbor Commercial Mortgage February 2008 - September 2013
Nomura 2002 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2002
Morgan Stanley 1990 - 2000
Skills
Strategic Partnerships, Structured Finance, Real Estate Economics, Mortgage Lending, Loan Servicing, Investments, Residential Mortgages, Fixed Income, Asset Management, Residential Homes, Leadership, Loans, ABS, Loss Mitigation, Portfolio Management, Capital Markets, Mortgage Banking, Management, Sales, Banking, Risk Management, MBS, Underwriting, Financial Structuring, Loan Origination, Financial Analysis, Credit, Finance, FHA, Securitization, Valuation, Due Diligence, Real Estate, Negotiation, Mergers & Acquisitions, Operations Management, Securities, Strategic Planning
Education
University of Pennsylvania - The Wharton School 1994 — 1994
Executive Management Training Program
Northeastern University 1980 — 1984
Bachelor's Degree, Economics and Business Administration
Daryl Milner Daryl Milner's Donaldson, Lufkin & Jenrette Experience August 1986 - September 1988
Job Community Association Manager at Wentworth Property Management
Industry Real Estate
Experience
Wentworth Property Management July 2005 - Present
Wentworth Group August 1999 - July 2005
Gareen, Inc September 1997 - June 1999
Spiniello Construction Company June 1992 - June 1997
Lee Distributors October 1988 - April 1992
Donaldson, Lufkin & Jenrette August 1986 - September 1988
Allstate Insurance Company June 1979 - August 1986
Education
Rutgers University-New Brunswick
Wentworth Property Management July 2005 - Present
Wentworth Group August 1999 - July 2005
Gareen, Inc September 1997 - June 1999
Spiniello Construction Company June 1992 - June 1997
Lee Distributors October 1988 - April 1992
Donaldson, Lufkin & Jenrette August 1986 - September 1988
Allstate Insurance Company June 1979 - August 1986
Education
Rutgers University-New Brunswick
Dan Pense Dan Pense's Donaldson, Lufkin & Jenrette Experience January 2000 - November 2000
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley October 2013 - Present
Credit Suisse April 2010 - October 2013
Raptor Trading Systems July 2005 - August 2009
UBS November 2002 - July 2005
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette January 2000 - November 2000
Bridge Information Systems October 1997 - January 2000
Skills
Trading Systems, Electronic Trading, Equities, Business Analysis, Fixed Income, Options, Trading, FX Options, Equity Trading, Financial Markets, Integration, Low Latency, Project Management, Middle Office, Market Data, Scope Management, Exchange Connectivity, @Risk, Derivatives, Equity Derivatives, Order Management, Documentations, Prime Brokerage, Information Technology
Education
Assemblies of God Theological Seminary 1989 — 1991
M.Div.
Penn State University 1979 — 1984
BS, Physics
Morgan Stanley October 2013 - Present
Credit Suisse April 2010 - October 2013
Raptor Trading Systems July 2005 - August 2009
UBS November 2002 - July 2005
Credit Suisse November 2000 - November 2002
Donaldson, Lufkin & Jenrette January 2000 - November 2000
Bridge Information Systems October 1997 - January 2000
Skills
Trading Systems, Electronic Trading, Equities, Business Analysis, Fixed Income, Options, Trading, FX Options, Equity Trading, Financial Markets, Integration, Low Latency, Project Management, Middle Office, Market Data, Scope Management, Exchange Connectivity, @Risk, Derivatives, Equity Derivatives, Order Management, Documentations, Prime Brokerage, Information Technology
Education
Assemblies of God Theological Seminary 1989 — 1991
M.Div.
Penn State University 1979 — 1984
BS, Physics
Katy White Katy White's Donaldson, Lufkin & Jenrette Experience June 1999 - February 2000
Job Real Estate Salesperson at Houlihan Lawrence
Industry Real Estate
Experience
Houlihan Lawrence April 2014 - Present
JPMorgan Chase May 2013 - January 2014
Chase June 2012 - May 2013
Deutsche Bank March 2010 - August 2011
Donaldson, Lufkin & Jenrette June 1999 - February 2000
Fiduciary Trust Company September 1998 - June 1999
Bankers Trust Company June 1997 - August 1998
Bankers Trust Company May 1995 - May 1997
Skills
Portfolio Management, Equities, Asset Management, Alternative Investments, Private Equity, Investments, Fixed Income, Banking, Financial Services, Trading, Credit, Relationship Management, Investment Management, Cash Management, Private Banking, Real Estate, Advertising, Marketing, Account Management, Commercial Banking, Investor Relations, New Business Development, Marketing Strategy, Recruiting, Asset Managment, Sales
Education
New York University 1995 — 1997
Bachelor's degree, Economics
Houlihan Lawrence April 2014 - Present
JPMorgan Chase May 2013 - January 2014
Chase June 2012 - May 2013
Deutsche Bank March 2010 - August 2011
Donaldson, Lufkin & Jenrette June 1999 - February 2000
Fiduciary Trust Company September 1998 - June 1999
Bankers Trust Company June 1997 - August 1998
Bankers Trust Company May 1995 - May 1997
Skills
Portfolio Management, Equities, Asset Management, Alternative Investments, Private Equity, Investments, Fixed Income, Banking, Financial Services, Trading, Credit, Relationship Management, Investment Management, Cash Management, Private Banking, Real Estate, Advertising, Marketing, Account Management, Commercial Banking, Investor Relations, New Business Development, Marketing Strategy, Recruiting, Asset Managment, Sales
Education
New York University 1995 — 1997
Bachelor's degree, Economics
Chip Walker Chip Walker's Donaldson, Lufkin & Jenrette Experience June 2000 - August 2000
Job Investor Relations at Eaton
Industry Electrical/Electronic Manufacturing
Experience
Eaton November 2014 - Present
Eaton February 2014 - October 2014
DuBois Chemicals, Inc. September 2008 - December 2012
The Riverside Company 2002 - 2012
Nordco 2006 - 2009
Credit Suisse August 2000 - June 2002
Donaldson, Lufkin & Jenrette June 2000 - August 2000
CIBC World Markets August 1999 - June 2000
Rabobank 1995 - 1997
ABN AMRO Bank N.V. 1992 - 1995
Skills
Private Equity, M&A execution, Due Diligence, Leveraged Finance, Board of Director..., Selling Businesses, Acquisitions, Strategy, Growth Capital, Board of Directors, Portfolio Management, Valuation, Investments, Strategic Planning, Finance, Buyouts, Mergers & Acquisitions, Corporate Finance, Management
Education
New York University, Stern School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
Northwestern University 1988 — 1992
Bachelor of Science (BS), Economics
Western Reserve Academy 1984 — 1988
High School
Eaton November 2014 - Present
Eaton February 2014 - October 2014
DuBois Chemicals, Inc. September 2008 - December 2012
The Riverside Company 2002 - 2012
Nordco 2006 - 2009
Credit Suisse August 2000 - June 2002
Donaldson, Lufkin & Jenrette June 2000 - August 2000
CIBC World Markets August 1999 - June 2000
Rabobank 1995 - 1997
ABN AMRO Bank N.V. 1992 - 1995
Skills
Private Equity, M&A execution, Due Diligence, Leveraged Finance, Board of Director..., Selling Businesses, Acquisitions, Strategy, Growth Capital, Board of Directors, Portfolio Management, Valuation, Investments, Strategic Planning, Finance, Buyouts, Mergers & Acquisitions, Corporate Finance, Management
Education
New York University, Stern School of Business 1997 — 1999
Master of Business Administration (MBA), Finance, General
Northwestern University 1988 — 1992
Bachelor of Science (BS), Economics
Western Reserve Academy 1984 — 1988
High School
Daniel Scotto Daniel Scotto's Donaldson, Lufkin & Jenrette Experience February 1989 - January 1993
Job Director Whitehall Financial Advisors LLC
Industry Financial Services
Experience
Whitehall Financial Advisors LLC October 2002 - Present
BNP Paribas March 2000 - December 2001
Utendahl Capital Management 1999 - 2000
Bear Stearns January 1993 - May 1998
Donaldson, Lufkin & Jenrette February 1989 - January 1993
L.F. Rothschild October 1982 - February 1989
Standard & Poor's January 1977 - October 1982
Skills
Fixed Income, Hedge Funds, Portfolio Management, Bonds, Asset Managment, High Yield, Capital Markets, Investments, ABS, Trading, Fixed Income Analysis, Series 7 and Series 63, Social Media, Capital Markets Advisory, Series 63, Capital Markets Analysis, Equities, Equity Derivatives, Credit Derivatives, Alternative Investments, Securitization, Emerging Markets, Investment Banking, Bloomberg, Options, Securities, Derivatives, Financial Markets, CDS, Asset Management, Finance, Financial Analysis, Mergers & Acquisitions, Private Equity, Risk Management, Valuation, Equity Research, Financial Structuring, Structured Products, Electronic Trading, Structured Finance, Due Diligence, FINRA, Investment Management, Equity Trading
Education
Pace University
MBA, Finance
St Francis College
BA, Finance
Whitehall Financial Advisors LLC October 2002 - Present
BNP Paribas March 2000 - December 2001
Utendahl Capital Management 1999 - 2000
Bear Stearns January 1993 - May 1998
Donaldson, Lufkin & Jenrette February 1989 - January 1993
L.F. Rothschild October 1982 - February 1989
Standard & Poor's January 1977 - October 1982
Skills
Fixed Income, Hedge Funds, Portfolio Management, Bonds, Asset Managment, High Yield, Capital Markets, Investments, ABS, Trading, Fixed Income Analysis, Series 7 and Series 63, Social Media, Capital Markets Advisory, Series 63, Capital Markets Analysis, Equities, Equity Derivatives, Credit Derivatives, Alternative Investments, Securitization, Emerging Markets, Investment Banking, Bloomberg, Options, Securities, Derivatives, Financial Markets, CDS, Asset Management, Finance, Financial Analysis, Mergers & Acquisitions, Private Equity, Risk Management, Valuation, Equity Research, Financial Structuring, Structured Products, Electronic Trading, Structured Finance, Due Diligence, FINRA, Investment Management, Equity Trading
Education
Pace University
MBA, Finance
St Francis College
BA, Finance
Harry Su's Donaldson, Lufkin & Jenrette Experience February 1996 - April 1997
Job Independent iOS Developer
Industry Information Technology and Services
Experience
Independent Consulting July 2005 - Present
Time Warner Inc. August 2011 - October 2014
Lifetime Entertainment Services November 2006 - December 2007
NBC Universal May 2004 - July 2005
Sci Fi Channel March 2000 - May 2004
Oxygen Media November 1999 - February 2001
PaineWebber June 1999 - March 2000
USA Networks February 1998 - June 1999
Donaldson, Lufkin & Jenrette February 1996 - April 1997
Ticketmaster July 1994 - February 1996
Skills
Swift, Objective-C, Cocoa Touch, UIKit, Core Data, SQLite, Xcode, iOS, iOS development, Python, LAMP, Linux, Apache, MySQL, PHP, Drupal, Oracle, Oracle PL/SQL..., SDLC, jQuery, Agile Methodologies, Web Development
Education
New York University - Polytechnic School of Engineering 1988 — 1992
Bachelor of Science (BS)
Independent Consulting July 2005 - Present
Time Warner Inc. August 2011 - October 2014
Lifetime Entertainment Services November 2006 - December 2007
NBC Universal May 2004 - July 2005
Sci Fi Channel March 2000 - May 2004
Oxygen Media November 1999 - February 2001
PaineWebber June 1999 - March 2000
USA Networks February 1998 - June 1999
Donaldson, Lufkin & Jenrette February 1996 - April 1997
Ticketmaster July 1994 - February 1996
Skills
Swift, Objective-C, Cocoa Touch, UIKit, Core Data, SQLite, Xcode, iOS, iOS development, Python, LAMP, Linux, Apache, MySQL, PHP, Drupal, Oracle, Oracle PL/SQL..., SDLC, jQuery, Agile Methodologies, Web Development
Education
New York University - Polytechnic School of Engineering 1988 — 1992
Bachelor of Science (BS)
Cristiano Leao Cristiano Leao's Donaldson, Lufkin & Jenrette Experience 1997 - 1998
Job Executive Director at BTG Pactual
Industry Banking
Experience
BTG Pactual April 2012 - Present
Royal Bank of Scotland September 2009 - April 2012
BNP Paribas September 2007 - September 2009
UBS Investment Bank April 2003 - September 2007
FonteCindam 1989 - 2006
Caboto Intesa BCI 2000 - 2001
Paine Webber 1999 - 2001
Donaldson, Lufkin & Jenrette 1997 - 1998
Education
Pontifícia Universidade Católica do Rio de Janeiro 1988 — 1992
B.A., Engineering
Colégio de São Bento
BTG Pactual April 2012 - Present
Royal Bank of Scotland September 2009 - April 2012
BNP Paribas September 2007 - September 2009
UBS Investment Bank April 2003 - September 2007
FonteCindam 1989 - 2006
Caboto Intesa BCI 2000 - 2001
Paine Webber 1999 - 2001
Donaldson, Lufkin & Jenrette 1997 - 1998
Education
Pontifícia Universidade Católica do Rio de Janeiro 1988 — 1992
B.A., Engineering
Colégio de São Bento
Eithne McLaren Eithne McLaren's Donaldson, Lufkin & Jenrette Experience January 1988 - February 1999
Job Morgan Stanley Smith Barney
Industry Financial Services
Experience
Morgan Stanley Smith Barney February 2010 - Present
Banc of America Securities LLC 1999 - 2009
Donaldson, Lufkin & Jenrette January 1988 - February 1999
Skills
Capital Markets, Accounting, Portfolio Management, Series 7, Human Resources, Financial Risk, Banking, Sales, Trading, Investments, Financial Analysis, Securities, CRM, Teamwork, Fixed Income, Equities, Finance
Education
Pasadena City College
Not yet, General Courses
Morgan Stanley Smith Barney February 2010 - Present
Banc of America Securities LLC 1999 - 2009
Donaldson, Lufkin & Jenrette January 1988 - February 1999
Skills
Capital Markets, Accounting, Portfolio Management, Series 7, Human Resources, Financial Risk, Banking, Sales, Trading, Investments, Financial Analysis, Securities, CRM, Teamwork, Fixed Income, Equities, Finance
Education
Pasadena City College
Not yet, General Courses
Tim Sposato Tim Sposato's Donaldson, Lufkin & Jenrette Experience September 1989 - October 1990
Job Owner, Tim Sposato Illustration & Design
Industry Graphic Design
Experience
Tim Sposato Illustration & Design 1995 - Present
Association of Brewers - Boulder, CO December 1990 - June 1995
Donaldson, Lufkin & Jenrette September 1989 - October 1990
Glassman Design Associates, NYC December 1988 - September 1989
Skills
Graphic Design, Illustration, Graphics, Brochures, Visual Communication, Logo Design, Photoshop, Illustrator, Adobe Creative Suite, Posters, Painting, Logos, Mac, Direct Mail, InDesign, Digital Illustration, Catalogs, Creative Direction, Layout, Magazines, Publishing
Education
Rochester Institute of Technology 1983 — 1985
BFA, Graphic Design/Illustration
Fairfield Prep, Fairfield, CT 1976 — 1980
Tim Sposato Illustration & Design 1995 - Present
Association of Brewers - Boulder, CO December 1990 - June 1995
Donaldson, Lufkin & Jenrette September 1989 - October 1990
Glassman Design Associates, NYC December 1988 - September 1989
Skills
Graphic Design, Illustration, Graphics, Brochures, Visual Communication, Logo Design, Photoshop, Illustrator, Adobe Creative Suite, Posters, Painting, Logos, Mac, Direct Mail, InDesign, Digital Illustration, Catalogs, Creative Direction, Layout, Magazines, Publishing
Education
Rochester Institute of Technology 1983 — 1985
BFA, Graphic Design/Illustration
Fairfield Prep, Fairfield, CT 1976 — 1980
Melanie Urick Baschkin's Donaldson, Lufkin & Jenrette Experience June 1999 - December 2000
Job Senior Investment Professional in Investment Strategy and Platform Management, Due Diligence; NonProfit Fundraiser
Industry Financial Services
Experience
Dominick & Dominick LLC 2005 - 2009
Credit Suisse First Boston 2001 - 2005
Donaldson, Lufkin & Jenrette June 1999 - December 2000
Citibank, N.A. October 1994 - June 1999
Skills
Investment Strategy,..., Alternative &..., Investment..., Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Managment, Securities, Series 7, Investments, Asset Allocation, Leadership, Professional Mentoring, Staff Education &..., Contract Negotiation, Asset Management, Investment Management, Investment Strategies, Due Diligence, Wealth Management, Financial Advisory, Private Banking, Investor Relations, Strategic Financial..., Investment Advisory, Retirement Planning, FINRA, Bonds, Equity Trading, Financial Services, Risk Management, ETFs, Emerging Markets, Finance, Economics, Commodity, Wealth Management..., Fund Of Funds, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA
Sewanee-The University of the South 1987 — 1991
BA
St. John's College, Oxford University
The Pingry School 1983 — 1987
High School
Dominick & Dominick LLC 2005 - 2009
Credit Suisse First Boston 2001 - 2005
Donaldson, Lufkin & Jenrette June 1999 - December 2000
Citibank, N.A. October 1994 - June 1999
Skills
Investment Strategy,..., Alternative &..., Investment..., Alternative Investments, Mutual Funds, Hedge Funds, Equities, Asset Managment, Securities, Series 7, Investments, Asset Allocation, Leadership, Professional Mentoring, Staff Education &..., Contract Negotiation, Asset Management, Investment Management, Investment Strategies, Due Diligence, Wealth Management, Financial Advisory, Private Banking, Investor Relations, Strategic Financial..., Investment Advisory, Retirement Planning, FINRA, Bonds, Equity Trading, Financial Services, Risk Management, ETFs, Emerging Markets, Finance, Economics, Commodity, Wealth Management..., Fund Of Funds, Financial Planning
Education
Vanderbilt University - Owen Graduate School of Management 1998 — 2000
MBA
Sewanee-The University of the South 1987 — 1991
BA
St. John's College, Oxford University
The Pingry School 1983 — 1987
High School
Donna Rasile Donna Rasile's Donaldson, Lufkin & Jenrette Experience 1989 - 1994
Job Senior Wealth Manager at GreerWalker LLP
Industry Investment Management
Experience
GreerWalker Wealth Management January 2003 - Present
Donaldson, Lufkin & Jenrette 1989 - 1994
Salomon Brothers 1987 - 1989
Johnson, Lane & co. 1984 - 1987
EF Hutton 1982 - 1984
Skills
Financial Analysis, Wealth Management, Mutual Funds, Relationship Management, New Business Development, Multi-generational..., Portfolio Management
Education
Oglethorpe University 1978 — 1982
Business
GreerWalker Wealth Management January 2003 - Present
Donaldson, Lufkin & Jenrette 1989 - 1994
Salomon Brothers 1987 - 1989
Johnson, Lane & co. 1984 - 1987
EF Hutton 1982 - 1984
Skills
Financial Analysis, Wealth Management, Mutual Funds, Relationship Management, New Business Development, Multi-generational..., Portfolio Management
Education
Oglethorpe University 1978 — 1982
Business
Drew Ciraldo Drew Ciraldo's Donaldson, Lufkin & Jenrette Experience April 1997 - April 1999
Job Realtor at Fenton Lang Bruner and Associates
Industry Real Estate
Experience
Fenton Lang Bruner and Associates 2010 - Present
Merrill Lynch July 2001 - April 2010
HSBC April 1999 - July 2001
Donaldson, Lufkin & Jenrette April 1997 - April 1999
Skills
Sellers, New Home Sales, Listings, Short Sales, Buyer Representation, Mortgage Banking, Referrals, Investors, First Time Home Buyers, REO, Investments, Foreclosures, Investment Properties, Real Estate, Residential Homes, Real Estate Transactions, Brokerage, Condos, FHA, Leases, Property, Real Estate Economics, Real Estate Financing, Relocation, Single Family Homes
Education
Fairleigh Dickinson University 1976 — 1980
Bachelor of Science (BS), Business Administration
Rochester Institute of Technology 1975 — 1976
Studied towards Bachelor of Science in Business Administration, Business Administration
Fenton Lang Bruner and Associates 2010 - Present
Merrill Lynch July 2001 - April 2010
HSBC April 1999 - July 2001
Donaldson, Lufkin & Jenrette April 1997 - April 1999
Skills
Sellers, New Home Sales, Listings, Short Sales, Buyer Representation, Mortgage Banking, Referrals, Investors, First Time Home Buyers, REO, Investments, Foreclosures, Investment Properties, Real Estate, Residential Homes, Real Estate Transactions, Brokerage, Condos, FHA, Leases, Property, Real Estate Economics, Real Estate Financing, Relocation, Single Family Homes
Education
Fairleigh Dickinson University 1976 — 1980
Bachelor of Science (BS), Business Administration
Rochester Institute of Technology 1975 — 1976
Studied towards Bachelor of Science in Business Administration, Business Administration
Angelique D. Robateau Angelique D. Robateau's Donaldson, Lufkin & Jenrette Experience April 1997 - November 1997
Job Certified Business Analysis Professional, Passionate Volunteer
Industry Information Technology and Services
Experience
PwC January 2015 - Present
PwC October 2004 - December 2014
Anwar Solutions Inc. 1997 - 2004
TIAA-CREF November 2000 - June 2003
Deutsche Bank May 2000 - October 2000
GRP Financial Service Incorporated December 1999 - May 2000
Accenture December 1997 - November 1999
Donaldson, Lufkin & Jenrette April 1997 - November 1997
Lehman Brothers February 1987 - March 1997
Skills
Business Analysis, SDLC, IT Strategy, PMO, Business Process..., Entrepreneurship, Volunteering, Youth Mentoring, Strategic Planning, Training Delivery, UML, Workflow, Data Analysis, Data Warehousing, Reverse Engineering, Relational Databases, Organizational Agility, Strategic Thinking, Integration, SQL, Thinking Outside The Box, Innovation, Business Process, Global Teaming, Virtual Management
Education
Nova Southeastern University - College of Osteopathic Medicine 2008 — 2011
MS, Biomedical Informatics
Pace University - Lubin School of Business 1987 — 1991
BBA, Management Information System
PwC January 2015 - Present
PwC October 2004 - December 2014
Anwar Solutions Inc. 1997 - 2004
TIAA-CREF November 2000 - June 2003
Deutsche Bank May 2000 - October 2000
GRP Financial Service Incorporated December 1999 - May 2000
Accenture December 1997 - November 1999
Donaldson, Lufkin & Jenrette April 1997 - November 1997
Lehman Brothers February 1987 - March 1997
Skills
Business Analysis, SDLC, IT Strategy, PMO, Business Process..., Entrepreneurship, Volunteering, Youth Mentoring, Strategic Planning, Training Delivery, UML, Workflow, Data Analysis, Data Warehousing, Reverse Engineering, Relational Databases, Organizational Agility, Strategic Thinking, Integration, SQL, Thinking Outside The Box, Innovation, Business Process, Global Teaming, Virtual Management
Education
Nova Southeastern University - College of Osteopathic Medicine 2008 — 2011
MS, Biomedical Informatics
Pace University - Lubin School of Business 1987 — 1991
BBA, Management Information System
A. Andrew (Andy) Marwede A. Andrew (Andy) Marwede's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Partner at Forum Financial Management, LP
Industry Financial Services
Experience
Forum Financial Management, LP October 2012 - Present
Serious Stewardship LLC 2004 - November 2012
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Master of Management, Business Administration and Management, General
Yale University 1981 — 1985
Bachelor of Arts (B.A.), Political Science
Forum Financial Management, LP October 2012 - Present
Serious Stewardship LLC 2004 - November 2012
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1996 - 2000
Education
Northwestern University - Kellogg School of Management 1989 — 1991
Master of Management, Business Administration and Management, General
Yale University 1981 — 1985
Bachelor of Arts (B.A.), Political Science
Geoffrey Mattson, CFA's Donaldson, Lufkin & Jenrette Experience June 1999 - August 1999
Job Head of Fixed Income Sales at SMBC Nikko Securities America, Inc.
Industry Capital Markets
Experience
SMBC Nikko Securities America, Inc. July 2015 - Present
SMBC Nikko Securities America, Inc. December 2013 - Present
SunTrust Robinson Humphrey May 2008 - November 2013
KBW June 2006 - May 2008
Lehman Brothers 2004 - 2006
Lehman Brothers 2002 - 2004
Lehman Brothers 2000 - 2002
Donaldson, Lufkin & Jenrette June 1999 - August 1999
Castle Rock Entertainment September 1995 - August 1998
ICM, Inc. June 1993 - September 1995
Skills
Fixed Income, Derivatives, Securities, Hedge Funds, Credit Derivatives, Loans, Leveraged Finance, Structured Finance, Structured Products, High Yield, Debt, Portfolio Management, Capital Markets, Series 7, Bonds, Trading, Investments, Bloomberg, Investment Banking, Credit, Financial Analysis, Asset Management, Financial Markets, Credit Analysis, Customer Relations, Financial Structuring, Valuation, Alternative Investments, Loyal, Equity Research, Series 63, Emerging Markets, Interest Rate..., Options, Private Equity, CDS, Private Placements, Finance
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
University of Michigan 1986 — 1992
BA, Political Science
SMBC Nikko Securities America, Inc. July 2015 - Present
SMBC Nikko Securities America, Inc. December 2013 - Present
SunTrust Robinson Humphrey May 2008 - November 2013
KBW June 2006 - May 2008
Lehman Brothers 2004 - 2006
Lehman Brothers 2002 - 2004
Lehman Brothers 2000 - 2002
Donaldson, Lufkin & Jenrette June 1999 - August 1999
Castle Rock Entertainment September 1995 - August 1998
ICM, Inc. June 1993 - September 1995
Skills
Fixed Income, Derivatives, Securities, Hedge Funds, Credit Derivatives, Loans, Leveraged Finance, Structured Finance, Structured Products, High Yield, Debt, Portfolio Management, Capital Markets, Series 7, Bonds, Trading, Investments, Bloomberg, Investment Banking, Credit, Financial Analysis, Asset Management, Financial Markets, Credit Analysis, Customer Relations, Financial Structuring, Valuation, Alternative Investments, Loyal, Equity Research, Series 63, Emerging Markets, Interest Rate..., Options, Private Equity, CDS, Private Placements, Finance
Education
Northwestern University - Kellogg School of Management 1998 — 2000
MBA, Finance
University of Michigan 1986 — 1992
BA, Political Science
Michael Kress Michael Kress's Donaldson, Lufkin & Jenrette Experience 1975 - 2000
Job CoFounder & Partner at Crosspoint Capital Management
Industry Investment Management
Experience
Crosspoint Capital Management November 2012 - Present
ThinkEquity LLC January 2005 - October 2012
Donaldson, Lufkin & Jenrette 1975 - 2000
Skills
Private Equity, Equity Research, Equities, Mergers, Series 7, Asset Managment, Investments, Investment Banking, Hedge Funds, Financial Modeling, Investment Management, Venture Capital, Capital Markets, Portfolio Management, Valuation, Securities, Corporate Finance, Alternative Investments, Series 63, IPO, Strategic Financial..., Due Diligence, Private Placements, Investment Strategies, Fixed Income, Asset Management, Corporate Development, Wealth Management..., Trading, FINRA, Wealth Management, Financial Services, Equity Valuation, Finance, Financial Markets, ETFs, Bloomberg, Emerging Markets, Derivatives, Financial Analysis, LBO, Investor Relations, M&A experience, Equity Trading, Asset Allocation, Financial Advisory, Wealth, Investment Advisory, Mergers & Acquisitions, Mutual Funds
Education
Ohio University 1961 — 1965
Crosspoint Capital Management November 2012 - Present
ThinkEquity LLC January 2005 - October 2012
Donaldson, Lufkin & Jenrette 1975 - 2000
Skills
Private Equity, Equity Research, Equities, Mergers, Series 7, Asset Managment, Investments, Investment Banking, Hedge Funds, Financial Modeling, Investment Management, Venture Capital, Capital Markets, Portfolio Management, Valuation, Securities, Corporate Finance, Alternative Investments, Series 63, IPO, Strategic Financial..., Due Diligence, Private Placements, Investment Strategies, Fixed Income, Asset Management, Corporate Development, Wealth Management..., Trading, FINRA, Wealth Management, Financial Services, Equity Valuation, Finance, Financial Markets, ETFs, Bloomberg, Emerging Markets, Derivatives, Financial Analysis, LBO, Investor Relations, M&A experience, Equity Trading, Asset Allocation, Financial Advisory, Wealth, Investment Advisory, Mergers & Acquisitions, Mutual Funds
Education
Ohio University 1961 — 1965
Julie Kemps-Rowley's Donaldson, Lufkin & Jenrette Experience October 1996 - September 2000
Job Sales Associate at Keller Williams Realty, Accredited Home Staging Professional
Industry Real Estate
Experience
Keller Williams Realty August 2010 - Present
RE/MAX Village Square June 2008 - August 2010
Rhodes, Van Note & Co. June 2004 - June 2008
HSBC Securities September 2001 - April 2003
Credit Suisse First Boston September 2000 - September 2001
Donaldson, Lufkin & Jenrette October 1996 - September 2000
Unilever 1995 - 1996
Empire Entertainment November 1993 - February 1995
Skills
Accredited Staging..., Investment Properties, Residential Homes, Real Estate, Home Staging, Buyer Representation, Investments, Asset Management, First Time Home Buyers, Short Sales, Marketing, Sellers, Relocation, Condos, Investors, Townhomes, Luxury, New Home Sales, Single Family Homes, Listings
Education
New York University 1991 — 1993
BFA - Tisch School of the Arts, Film/TV
Keller Williams Realty August 2010 - Present
RE/MAX Village Square June 2008 - August 2010
Rhodes, Van Note & Co. June 2004 - June 2008
HSBC Securities September 2001 - April 2003
Credit Suisse First Boston September 2000 - September 2001
Donaldson, Lufkin & Jenrette October 1996 - September 2000
Unilever 1995 - 1996
Empire Entertainment November 1993 - February 1995
Skills
Accredited Staging..., Investment Properties, Residential Homes, Real Estate, Home Staging, Buyer Representation, Investments, Asset Management, First Time Home Buyers, Short Sales, Marketing, Sellers, Relocation, Condos, Investors, Townhomes, Luxury, New Home Sales, Single Family Homes, Listings
Education
New York University 1991 — 1993
BFA - Tisch School of the Arts, Film/TV
Shannon Soqui Shannon Soqui's Donaldson, Lufkin & Jenrette Experience April 1997 - November 2000
Job President and General Partner at Tech Equity Capital
Industry Venture Capital & Private Equity
Experience
Tech Equity Capital Head of Investment Banking - West CoastAdvanced EquitiesApril 2010 - November 2012
Pacific Crest Securities November 2003 - April 2010
UBS Warbaurg November 2000 - January 2003
Donaldson, Lufkin & Jenrette April 1997 - November 2000
Gunderson Dettmer September 1995 - April 1997
Brobeck, Phleger & Harrison September 1994 - September 1995
KPMG Peat Marwick September 1989 - September 1991
Skills
Certified Public..., Private Equity, Private Placements, Venture Capital, Investment Banking, Capital Raising, Valuation, Corporate Development, Investments, Emerging Markets, Corporate Finance, Alternative Investments, Equities
Education
Santa Clara University School of Law 1991 — 1994
Doctor of Law (J.D.), Magna Cum Laude
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (B.A.), Economics
Tech Equity Capital Head of Investment Banking - West CoastAdvanced EquitiesApril 2010 - November 2012
Pacific Crest Securities November 2003 - April 2010
UBS Warbaurg November 2000 - January 2003
Donaldson, Lufkin & Jenrette April 1997 - November 2000
Gunderson Dettmer September 1995 - April 1997
Brobeck, Phleger & Harrison September 1994 - September 1995
KPMG Peat Marwick September 1989 - September 1991
Skills
Certified Public..., Private Equity, Private Placements, Venture Capital, Investment Banking, Capital Raising, Valuation, Corporate Development, Investments, Emerging Markets, Corporate Finance, Alternative Investments, Equities
Education
Santa Clara University School of Law 1991 — 1994
Doctor of Law (J.D.), Magna Cum Laude
University of California, Santa Barbara 1985 — 1989
Bachelor of Arts (B.A.), Economics
Edward Vowinkel's Donaldson, Lufkin & Jenrette Experience August 1996 - August 1998
Job Operations Control Leader at GE Capital
Industry Financial Services
Experience
GE September 2013 - Present
GE Capital August 2008 - September 2013
Citigroup August 2007 - August 2008
Citi July 2006 - August 2007
Citi January 2006 - July 2006
Citi September 2004 - January 2006
Citi March 2002 - September 2004
Citigroup August 1998 - March 2002
Donaldson, Lufkin & Jenrette August 1996 - August 1998
Citi January 1996 - August 1996
Skills
Capital Markets, Banking, Portfolio Management, Financial Services, Credit, Fixed Income, Financial Analysis, Loans, Credit Risk, Finance, Process Improvement, Financial Modeling, Leadership
Education
City University of New York-Queens College 1987 — 1990
Economics
GE September 2013 - Present
GE Capital August 2008 - September 2013
Citigroup August 2007 - August 2008
Citi July 2006 - August 2007
Citi January 2006 - July 2006
Citi September 2004 - January 2006
Citi March 2002 - September 2004
Citigroup August 1998 - March 2002
Donaldson, Lufkin & Jenrette August 1996 - August 1998
Citi January 1996 - August 1996
Skills
Capital Markets, Banking, Portfolio Management, Financial Services, Credit, Fixed Income, Financial Analysis, Loans, Credit Risk, Finance, Process Improvement, Financial Modeling, Leadership
Education
City University of New York-Queens College 1987 — 1990
Economics
Hillary McNeill's Donaldson, Lufkin & Jenrette Experience November 1996 - August 1997
Job Client Development at Marchon Partners
Industry Staffing and Recruiting
Experience
Marchon Partners November 2013 - Present
Sole Financial (formerly TFG Card Solutions, Inc.) March 2012 - February 2014
Morgan Stanley Wealth Management August 2010 - September 2011
Linedata January 2010 - July 2010
Atlantic Trust August 1997 - October 2009
Donaldson, Lufkin & Jenrette November 1996 - August 1997
Bidwell & Company August 1993 - November 1996
Skills
Equities, Trading, Sales, ETFs, Series 7, Equity Trading, Money Management, New Business Development, Business Analysis, Relationship Management, Staffing Services, Human Capital Management, Human Capital, Payroll Administration, Client Relations, Client Development, Relationship Building, Vendor Relationship..., Debit Cards, Sales Management
Education
Oregon State University 1989 — 1993
Marchon Partners November 2013 - Present
Sole Financial (formerly TFG Card Solutions, Inc.) March 2012 - February 2014
Morgan Stanley Wealth Management August 2010 - September 2011
Linedata January 2010 - July 2010
Atlantic Trust August 1997 - October 2009
Donaldson, Lufkin & Jenrette November 1996 - August 1997
Bidwell & Company August 1993 - November 1996
Skills
Equities, Trading, Sales, ETFs, Series 7, Equity Trading, Money Management, New Business Development, Business Analysis, Relationship Management, Staffing Services, Human Capital Management, Human Capital, Payroll Administration, Client Relations, Client Development, Relationship Building, Vendor Relationship..., Debit Cards, Sales Management
Education
Oregon State University 1989 — 1993
Jason Melton's Donaldson, Lufkin & Jenrette Experience June 1999 - March 2001
Job Chief Financial Officer at 2nd.MD
Industry Health, Wellness and Fitness
Experience
2nd.MD April 2014 - Present
The Ashcroft Group LLC November 2007 - May 2014
Taylor Interests November 2007 - April 2014
Prize Petroleum November 2010 - February 2012
Valencia Group April 2005 - November 2007
ASCO Group April 2001 - March 2004
Donaldson, Lufkin & Jenrette June 1999 - March 2001
Education
Princeton University 1995 — 1999
AB, Economics
2nd.MD April 2014 - Present
The Ashcroft Group LLC November 2007 - May 2014
Taylor Interests November 2007 - April 2014
Prize Petroleum November 2010 - February 2012
Valencia Group April 2005 - November 2007
ASCO Group April 2001 - March 2004
Donaldson, Lufkin & Jenrette June 1999 - March 2001
Education
Princeton University 1995 — 1999
AB, Economics
Bob Varela's Donaldson, Lufkin & Jenrette Experience December 1996 - May 2000
Job Mark Asset Management
Industry Financial Services
Experience
Mark Asset May 2000 - Present
Donaldson, Lufkin & Jenrette December 1996 - May 2000
Education
Seton Hall University 1992 — 1996
Bachelor of Science (B.S.), Business Management, General
Mark Asset May 2000 - Present
Donaldson, Lufkin & Jenrette December 1996 - May 2000
Education
Seton Hall University 1992 — 1996
Bachelor of Science (B.S.), Business Management, General
Geoffrey Love Geoffrey Love's Donaldson, Lufkin & Jenrette Experience 1995 - 2000
Job Product Management Consultant at The Depository Trust & Clearing Corporation
Industry Financial Services
Experience
The Depository Trust & Clearing Corporation February 2015 - Present
n-Tierfs February 2014 - January 2015
Credit Suisse 2000 - May 2012
Acadiasoft Inc. January 2010 - February 2012
Donaldson, Lufkin & Jenrette 1995 - 2000
Donaldson, Lufkin & Jenrette 1993 - 1995
Salomon Brothers 1983 - 1993
Touche Ross 1981 - 1983
Skills
Prime Brokerage, Hedge Funds, Process and Operational..., Regulatory Compliance, Change Management, Client Service, Risk and Audit, Business Planning and..., Technology, Financial Risk, Leadership, Financial Analysis, Trading Systems, Financial Services, Derivatives, Fixed Income, Business Planning, Capital Markets, Equities, Investment Banking, Options, Middle Office, Collateral Management, Structured Products, Valuation, Securities, FX Options, Emerging Markets, Risk Management, Alternative Investments, Bloomberg, Credit Derivatives, Trading, Financial Markets, Electronic Trading, Swaps, Series 7, Structured Finance, Private Equity, Asset Management, Bonds, Equity Trading, Securities Lending, Portfolio Management, Management, Strategy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Accounting and Finance
New York University
Masters of Business Administration, Finance and International Business
The Depository Trust & Clearing Corporation February 2015 - Present
n-Tierfs February 2014 - January 2015
Credit Suisse 2000 - May 2012
Acadiasoft Inc. January 2010 - February 2012
Donaldson, Lufkin & Jenrette 1995 - 2000
Donaldson, Lufkin & Jenrette 1993 - 1995
Salomon Brothers 1983 - 1993
Touche Ross 1981 - 1983
Skills
Prime Brokerage, Hedge Funds, Process and Operational..., Regulatory Compliance, Change Management, Client Service, Risk and Audit, Business Planning and..., Technology, Financial Risk, Leadership, Financial Analysis, Trading Systems, Financial Services, Derivatives, Fixed Income, Business Planning, Capital Markets, Equities, Investment Banking, Options, Middle Office, Collateral Management, Structured Products, Valuation, Securities, FX Options, Emerging Markets, Risk Management, Alternative Investments, Bloomberg, Credit Derivatives, Trading, Financial Markets, Electronic Trading, Swaps, Series 7, Structured Finance, Private Equity, Asset Management, Bonds, Equity Trading, Securities Lending, Portfolio Management, Management, Strategy
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Accounting and Finance
New York University
Masters of Business Administration, Finance and International Business
Edward O'Callaghan's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Creative Director/Designer at Big Ed Advertising
Industry Marketing and Advertising
Experience
Self-employed Founder/Creative Director/Designer/Brand DevelopmentMaxwell Woody Sports ApparelJanuary 2013 - Present
Big Ed Advertising 2006 - Present
mind4 inc./DC Advertising January 2000 - August 2006
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Creative Strategy, Graphic Design, Art Direction, Creative Direction, Corporate Identity
Education
Parsons School of Design
Advertising and Graphic Arts
University of Massachusetts, Amherst
Bachelor's degree, Communication and Media Studies
Self-employed Founder/Creative Director/Designer/Brand DevelopmentMaxwell Woody Sports ApparelJanuary 2013 - Present
Big Ed Advertising 2006 - Present
mind4 inc./DC Advertising January 2000 - August 2006
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Creative Strategy, Graphic Design, Art Direction, Creative Direction, Corporate Identity
Education
Parsons School of Design
Advertising and Graphic Arts
University of Massachusetts, Amherst
Bachelor's degree, Communication and Media Studies
Marc Sottile's Donaldson, Lufkin & Jenrette Experience 1995 - 2000
Job Vice President at Fortress Invesment Group
Industry Financial Services
Experience
Fortress Invesment Group March 2008 - Present
Credit Suisse October 1995 - January 2008
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Asset Management, Mortgage, Mortgage Lending, Structured Finance, Securitization, Fixed Income, Capital Markets, Asset Managment, Residential Homes, Loan Origination, Financial Structuring, Mortgage Banking, Portfolio Management, Loans, Credit, Investments, Banking
Education
New York University 1993 — 1997
Bachelor of Science, English
Poly Prep C.D.S. 1991 — 1993
Fortress Invesment Group March 2008 - Present
Credit Suisse October 1995 - January 2008
Donaldson, Lufkin & Jenrette 1995 - 2000
Skills
Asset Management, Mortgage, Mortgage Lending, Structured Finance, Securitization, Fixed Income, Capital Markets, Asset Managment, Residential Homes, Loan Origination, Financial Structuring, Mortgage Banking, Portfolio Management, Loans, Credit, Investments, Banking
Education
New York University 1993 — 1997
Bachelor of Science, English
Poly Prep C.D.S. 1991 — 1993
Lorraine Hodges Lorraine Hodges's Donaldson, Lufkin & Jenrette Experience 1983 - 1985
Job Director of Library and Information Services at Pillar College
Industry Research
Experience
Pillar College (formerly) Somerset Christian College August 2012 - Present
Berkeley College October 2011 - August 2012
Monroe Township Public Library June 2011 - August 2011
Saint Peter's University Hospital March 2009 - October 2009
Credit Suisse December 2005 - February 2009
NBC October 2005 - December 2005
JPMorgan Chase December 1990 - October 2004
JPMorgan Chase December 1990 - October 2004
Donaldson, Lufkin & Jenrette 1983 - 1985
Skills
Program Management, Vendor Management, Research, Management, Strategy, Public Speaking, Nonprofits, Teaching, System Administration, Marketing, Leadership, Market Research, Business Strategy, Training, Project Management, Fundraising, Analysis, Data Analysis
Education
Burke Institute 2004 — 2004
Certification program
Fuld Gilad Herring 2004 — 2004
Certification Program, Competitive Intelligence
Livingston College, Rutgers University
B.A, Communications/English
Rutgers, The State University of New Jersey-New Brunswick
MLS, School of Communication, Information and Library Studies
Rutgers, The State University of New Jersey-New Brunswick
Continuing Education, SCLIS & Center for Management Development
Pillar College (formerly) Somerset Christian College August 2012 - Present
Berkeley College October 2011 - August 2012
Monroe Township Public Library June 2011 - August 2011
Saint Peter's University Hospital March 2009 - October 2009
Credit Suisse December 2005 - February 2009
NBC October 2005 - December 2005
JPMorgan Chase December 1990 - October 2004
JPMorgan Chase December 1990 - October 2004
Donaldson, Lufkin & Jenrette 1983 - 1985
Skills
Program Management, Vendor Management, Research, Management, Strategy, Public Speaking, Nonprofits, Teaching, System Administration, Marketing, Leadership, Market Research, Business Strategy, Training, Project Management, Fundraising, Analysis, Data Analysis
Education
Burke Institute 2004 — 2004
Certification program
Fuld Gilad Herring 2004 — 2004
Certification Program, Competitive Intelligence
Livingston College, Rutgers University
B.A, Communications/English
Rutgers, The State University of New Jersey-New Brunswick
MLS, School of Communication, Information and Library Studies
Rutgers, The State University of New Jersey-New Brunswick
Continuing Education, SCLIS & Center for Management Development
David Langer David Langer's Donaldson, Lufkin & Jenrette Experience May 1986 - April 1988
Job Student
Industry Higher Education
Experience
Citigroup Global Markets February 1994 - January 2008
Bankers Trust Company April 1988 - February 1994
Donaldson, Lufkin & Jenrette May 1986 - April 1988
CAE June 1982 - August 1984
Skills
Trading, Fixed Income, Hedge Funds, Derivatives, Bloomberg, Securities, Investment Banking, Financial Modeling, Risk Management, Portfolio Management, Capital Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
MS, Atmospheric Science
Yale University - Yale School of Management 1984 — 1986
MPPM, Finance
University of Waterloo 1977 — 1982
BASc, Mechanical Engineering
Citigroup Global Markets February 1994 - January 2008
Bankers Trust Company April 1988 - February 1994
Donaldson, Lufkin & Jenrette May 1986 - April 1988
CAE June 1982 - August 1984
Skills
Trading, Fixed Income, Hedge Funds, Derivatives, Bloomberg, Securities, Investment Banking, Financial Modeling, Risk Management, Portfolio Management, Capital Markets
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2015
MS, Atmospheric Science
Yale University - Yale School of Management 1984 — 1986
MPPM, Finance
University of Waterloo 1977 — 1982
BASc, Mechanical Engineering
Jenny D. Clark Jenny D. Clark's Donaldson, Lufkin & Jenrette Experience January 2000 - June 2000
Job Assistant Vice PresidentTreasury Services Associate at Wells Fargo
Industry Banking
Experience
Wells Fargo March 2012 - Present
Wachovia, A Wells Fargo Company March 2010 - March 2012
Wachovia, A Wells Fargo Company September 2005 - March 2010
Wachovia, A Wells Fargo Company September 2003 - September 2005
Taylor DeJongh (Iberfin Asesores, S.L.) February 2002 - July 2002
CDC Ixis Asset Management January 2001 - June 2001
Donaldson, Lufkin & Jenrette January 2000 - June 2000
Investor's Bank & Trust January 1999 - June 1999
Skills
Customer Focus, Organizational..., Multitasker, Project Coordination, Time Management, Spanish-speaking, Customer Retention, Customer Satisfaction, Organization, Project Management, Long-term Customer..., Business Travel, Travel Arrangements, Office Administration, Expense Reports, Treasury Management, Banking, Commercial Banking, Financial Analysis, Relationship Management, Management, Cash Management, Credit, Credit Analysis, Financial Services, Finance, Portfolio Management, Risk Management, Loans
Education
Northeastern University 1997 — 2003
BSIB, International Business/Finance
Universidad Pontificia Comillas (ICAI-ICADE) 2001 — 2002
Comprehensive Study and Professional Assignment, International Business
Wells Fargo March 2012 - Present
Wachovia, A Wells Fargo Company March 2010 - March 2012
Wachovia, A Wells Fargo Company September 2005 - March 2010
Wachovia, A Wells Fargo Company September 2003 - September 2005
Taylor DeJongh (Iberfin Asesores, S.L.) February 2002 - July 2002
CDC Ixis Asset Management January 2001 - June 2001
Donaldson, Lufkin & Jenrette January 2000 - June 2000
Investor's Bank & Trust January 1999 - June 1999
Skills
Customer Focus, Organizational..., Multitasker, Project Coordination, Time Management, Spanish-speaking, Customer Retention, Customer Satisfaction, Organization, Project Management, Long-term Customer..., Business Travel, Travel Arrangements, Office Administration, Expense Reports, Treasury Management, Banking, Commercial Banking, Financial Analysis, Relationship Management, Management, Cash Management, Credit, Credit Analysis, Financial Services, Finance, Portfolio Management, Risk Management, Loans
Education
Northeastern University 1997 — 2003
BSIB, International Business/Finance
Universidad Pontificia Comillas (ICAI-ICADE) 2001 — 2002
Comprehensive Study and Professional Assignment, International Business
James Ciancia James Ciancia's Donaldson, Lufkin & Jenrette Experience January 1997 - 2002
Job IT Manager at NorthStar Realty Finance
Industry Real Estate
Experience
NorthStar Realty Finance February 2002 - Present
NJ TECH 1999 - 2013
Donaldson, Lufkin & Jenrette January 1997 - 2002
AGFA February 1984 - 1997
Skills
IT Operations, Budgeting, LAN/WAN, Antivirus, Servers, Microsoft Office, Storage Area Networks, DHCP, Active Directory, Workstations, Windows Server, Windows, Hardware, VPN, Windows Server 2003, Disaster Recovery, Network Administration, Troubleshooting, DNS, IIS, Firewalls, Administration, Computer Hardware, IT Management, Desktop Support, WAN, Citrix, Operating Systems, SAN, Data Center, Software Documentation, Technical Support, LAN-WAN, Management, Project Management, Information Technology, Strategic Planning, VMware
Education
Rutgers, The State University of New Jersey-Newark
NorthStar Realty Finance February 2002 - Present
NJ TECH 1999 - 2013
Donaldson, Lufkin & Jenrette January 1997 - 2002
AGFA February 1984 - 1997
Skills
IT Operations, Budgeting, LAN/WAN, Antivirus, Servers, Microsoft Office, Storage Area Networks, DHCP, Active Directory, Workstations, Windows Server, Windows, Hardware, VPN, Windows Server 2003, Disaster Recovery, Network Administration, Troubleshooting, DNS, IIS, Firewalls, Administration, Computer Hardware, IT Management, Desktop Support, WAN, Citrix, Operating Systems, SAN, Data Center, Software Documentation, Technical Support, LAN-WAN, Management, Project Management, Information Technology, Strategic Planning, VMware
Education
Rutgers, The State University of New Jersey-Newark
Bill Leach's Donaldson, Lufkin & Jenrette Experience September 1979 - June 2000
Job President at JWL Capital
Industry Consumer Goods
Experience
JWL Capital January 2014 - Present
TIAA-CREF September 2008 - January 2014
Neuberger Berman January 2003 - May 2008
Banc of America Investments June 2000 - September 2003
Donaldson, Lufkin & Jenrette September 1979 - June 2000
Loeb Rhoades September 1974 - September 1979
Skills
Equities, Investments, Hedge Funds, Alternative Investments, Asset Management, Financial Modeling, Financial Analysis, Equity Research, Mutual Funds, Portfolio Management, Fixed Income, Capital Markets, Bloomberg, Valuation
Education
New York University 1969 — 1973
BA, Psychology and economics
JWL Capital January 2014 - Present
TIAA-CREF September 2008 - January 2014
Neuberger Berman January 2003 - May 2008
Banc of America Investments June 2000 - September 2003
Donaldson, Lufkin & Jenrette September 1979 - June 2000
Loeb Rhoades September 1974 - September 1979
Skills
Equities, Investments, Hedge Funds, Alternative Investments, Asset Management, Financial Modeling, Financial Analysis, Equity Research, Mutual Funds, Portfolio Management, Fixed Income, Capital Markets, Bloomberg, Valuation
Education
New York University 1969 — 1973
BA, Psychology and economics
Louis Liguori Louis Liguori's Donaldson, Lufkin & Jenrette Experience May 1993 - November 2000
Job Mutual Fund Operations Manager at Royce & Associates
Industry Financial Services
Experience
Royce & Associates February 2013 - Present
Consultant at Crossbridge Dodd-Frank (EBCS) at Barclays Capital October 2012 - February 2013
James Caird Asset Managment (Formerly Moore Credit Fund) July 2008 - March 2012
Moore Capital Management February 2008 - June 2008
HSBC July 2004 - November 2007
Deutsche Bank November 2000 - July 2004
Donaldson, Lufkin & Jenrette May 1993 - November 2000
Skills
Fixed Income, Equities, Trading, Hedge Funds, Prime Brokerage, Operations, Credit Derivatives, Dodd-Frank, Axys, Advent, Calypso, Bloomberg, FINRA, Trace, Icelink, DTCC, Credit, Futures, Options, FX Options, Commodity, Corporate Actions, Asset Management, Emerging Markets, Portfolio Management, Investments, CDS, Settlement, Financial Services, Risk Management, Mutual Funds, Financial Risk, Middle Office, Trading Systems, Alternative Investments, Equity Derivatives, Derivatives, Bonds, Swaps
Education
Saint Joseph's University 1989 — 1993
BS, Finance
Christian Brothers Academy 1985 — 1989
Royce & Associates February 2013 - Present
Consultant at Crossbridge Dodd-Frank (EBCS) at Barclays Capital October 2012 - February 2013
James Caird Asset Managment (Formerly Moore Credit Fund) July 2008 - March 2012
Moore Capital Management February 2008 - June 2008
HSBC July 2004 - November 2007
Deutsche Bank November 2000 - July 2004
Donaldson, Lufkin & Jenrette May 1993 - November 2000
Skills
Fixed Income, Equities, Trading, Hedge Funds, Prime Brokerage, Operations, Credit Derivatives, Dodd-Frank, Axys, Advent, Calypso, Bloomberg, FINRA, Trace, Icelink, DTCC, Credit, Futures, Options, FX Options, Commodity, Corporate Actions, Asset Management, Emerging Markets, Portfolio Management, Investments, CDS, Settlement, Financial Services, Risk Management, Mutual Funds, Financial Risk, Middle Office, Trading Systems, Alternative Investments, Equity Derivatives, Derivatives, Bonds, Swaps
Education
Saint Joseph's University 1989 — 1993
BS, Finance
Christian Brothers Academy 1985 — 1989
Kristina Eastmond's Donaldson, Lufkin & Jenrette Experience 1989 - 2000
Job Comprehensive wealth management firm
Industry Financial Services
Experience
Allegiant Private Advisors September 2014 - Present
Kerkering Barberio October 2014 - September 2015
SunTrust Investment Services, Inc. September 2008 - September 2014
Morgan Financial d/b/a MJ Wolf Mortgage Company October 2005 - June 2008
DLJ / CSFB 1989 - July 2001
Donaldson, Lufkin & Jenrette 1989 - 2000
Education
Rider University 1985 — 1989
Allegiant Private Advisors September 2014 - Present
Kerkering Barberio October 2014 - September 2015
SunTrust Investment Services, Inc. September 2008 - September 2014
Morgan Financial d/b/a MJ Wolf Mortgage Company October 2005 - June 2008
DLJ / CSFB 1989 - July 2001
Donaldson, Lufkin & Jenrette 1989 - 2000
Education
Rider University 1985 — 1989
Linda Zindle Linda Zindle's Donaldson, Lufkin & Jenrette Experience December 1998 - April 2000
Job Medical Editor at Peloton Advantage
Industry Publishing
Experience
Peloton Advantage December 2014 - Present
Projects In Knowledge, Inc. March 2006 - November 2014
Self-employed 2003 - 2006
Probe Research LLC April 2000 - September 2003
Donaldson, Lufkin & Jenrette December 1998 - April 2000
KPMG November 1997 - December 1998
Donaldson, Lufkin & Jenrette May 1989 - 1997
Dean Witter December 1983 - April 1989
Sullivan & Cromwell LLP March 1980 - November 1983
Skills
Copy Editing, Proofreading, Editing, Newsletters, Publications, Advertising, Copywriting, Editorial, Press Releases, Fact-checking, Web Content, Market Research, Research, Content Management, Publishing, Newspapers, Adobe Acrobat, Document Review, Quality Control, Equity Research, Marketing Communications, Magazines, Content Strategy, Project Management
Education
St. Peter's College
Bachelor of Arts (BA), English Language and Literature/Letters
Peloton Advantage December 2014 - Present
Projects In Knowledge, Inc. March 2006 - November 2014
Self-employed 2003 - 2006
Probe Research LLC April 2000 - September 2003
Donaldson, Lufkin & Jenrette December 1998 - April 2000
KPMG November 1997 - December 1998
Donaldson, Lufkin & Jenrette May 1989 - 1997
Dean Witter December 1983 - April 1989
Sullivan & Cromwell LLP March 1980 - November 1983
Skills
Copy Editing, Proofreading, Editing, Newsletters, Publications, Advertising, Copywriting, Editorial, Press Releases, Fact-checking, Web Content, Market Research, Research, Content Management, Publishing, Newspapers, Adobe Acrobat, Document Review, Quality Control, Equity Research, Marketing Communications, Magazines, Content Strategy, Project Management
Education
St. Peter's College
Bachelor of Arts (BA), English Language and Literature/Letters
Matt Krohn Matt Krohn's Donaldson, Lufkin & Jenrette Experience December 1988 - December 1990
Job First Vice President – Financial Advisor, International at RBC Wealth Management
Industry Financial Services
Experience
RBC Wealth Management May 2008 - Present
UBS December 1999 - December 2008
Merrill Lynch December 1994 - December 1999
Kidder Peabody December 1990 - December 1994
Donaldson, Lufkin & Jenrette December 1988 - December 1990
Underwood, Neuhaus 1986 - 1988
CE Vetco Gray February 1978 - August 1986
Cameron Iron Works 1976 - 1979
Education
The University of Texas at Austin 1972 — 1973
Bachelor of Arts, Humanities
Ohio University 1973 — 1974
International Relations
Coronado High School 1962 — 1969
RBC Wealth Management May 2008 - Present
UBS December 1999 - December 2008
Merrill Lynch December 1994 - December 1999
Kidder Peabody December 1990 - December 1994
Donaldson, Lufkin & Jenrette December 1988 - December 1990
Underwood, Neuhaus 1986 - 1988
CE Vetco Gray February 1978 - August 1986
Cameron Iron Works 1976 - 1979
Education
The University of Texas at Austin 1972 — 1973
Bachelor of Arts, Humanities
Ohio University 1973 — 1974
International Relations
Coronado High School 1962 — 1969
Karen Quinones, PMP's Donaldson, Lufkin & Jenrette Experience 1992 - 1995
Job Project Manager at RGP
Industry Financial Services
Experience
RGP October 2015 - Present
Patriot Tours, Inc. 2005 - Present
KCQ Consulting 2010 - September 2015
Siebel Consultant March 2003 - December 2004
Neuberger Berman 2000 - 2002
Deutsche Bank 1998 - 2000
FGIC - Financial Guaranty Insurance Company 1995 - 1997
Donaldson, Lufkin & Jenrette 1992 - 1995
Skills
Project Management, Financial Services, Regulatory Compliance, Equities Technology, Fixed Income Technology, CRM, Full SDLC, Software Development..., Software Project..., Business Analysis, Agile & Waterfall..., Project Planning, Project Risk, Strategic Planning, Budgets, Public Speaking, Guided Tours, Microsoft Project, Microsoft Office, Microsoft SQL Server, Relational Databases, Oracle Database, Oracle SQL Developer, Sybase, Visual Basic, C, Dbase, Clipper, Foxpro 2.6, Novell Netware, HTML5, CSS, Trade Compliance, Management, Team Leadership, Requirements Gathering, Integration, Program Management, Risk Management
Education
New York University
Bachelor of Fine Arts (BFA)
RGP October 2015 - Present
Patriot Tours, Inc. 2005 - Present
KCQ Consulting 2010 - September 2015
Siebel Consultant March 2003 - December 2004
Neuberger Berman 2000 - 2002
Deutsche Bank 1998 - 2000
FGIC - Financial Guaranty Insurance Company 1995 - 1997
Donaldson, Lufkin & Jenrette 1992 - 1995
Skills
Project Management, Financial Services, Regulatory Compliance, Equities Technology, Fixed Income Technology, CRM, Full SDLC, Software Development..., Software Project..., Business Analysis, Agile & Waterfall..., Project Planning, Project Risk, Strategic Planning, Budgets, Public Speaking, Guided Tours, Microsoft Project, Microsoft Office, Microsoft SQL Server, Relational Databases, Oracle Database, Oracle SQL Developer, Sybase, Visual Basic, C, Dbase, Clipper, Foxpro 2.6, Novell Netware, HTML5, CSS, Trade Compliance, Management, Team Leadership, Requirements Gathering, Integration, Program Management, Risk Management
Education
New York University
Bachelor of Fine Arts (BFA)
Lynn Zilka Lynn Zilka's Donaldson, Lufkin & Jenrette Experience February 1999 - March 2001
Job Corporate Secretary at First American International Bank
Industry Banking
Experience
First American International Bank May 2012 - Present
Savvy City Girl June 2009 - Present
Zilka Inc. August 2009 - May 2012
Hans Project August 2011 - September 2011
Daniele Perna Designs February 2005 - August 2009
Credit Suisse First Boston March 2001 - February 2005
Donaldson, Lufkin & Jenrette February 1999 - March 2001
Skills
Creative Direction, Interior Design, Public Relations, Marketing, Residential Homes, Marketing Strategy, Social Media, Fashion, Fashion Design, Contemporary Art, Art, Advertising, Entrepreneurship, Theatre, Management, Photography
Education
New York University 1986 — 1990
BFA, Dance
First American International Bank May 2012 - Present
Savvy City Girl June 2009 - Present
Zilka Inc. August 2009 - May 2012
Hans Project August 2011 - September 2011
Daniele Perna Designs February 2005 - August 2009
Credit Suisse First Boston March 2001 - February 2005
Donaldson, Lufkin & Jenrette February 1999 - March 2001
Skills
Creative Direction, Interior Design, Public Relations, Marketing, Residential Homes, Marketing Strategy, Social Media, Fashion, Fashion Design, Contemporary Art, Art, Advertising, Entrepreneurship, Theatre, Management, Photography
Education
New York University 1986 — 1990
BFA, Dance
Christopher Volker's Donaldson, Lufkin & Jenrette Experience April 1998 - August 1999
Job Vice President, Corporate Development & Healthcare Policy at Cardiovascular Systems, Inc.
Industry Medical Devices
Experience
Cardiovascular Systems, Inc. August 2014 - Present
Independent Consultant April 2013 - July 2014
St. Jude Medical April 2004 - March 2013
The Mercanti Group May 2001 - April 2004
Crescendo Ventures May 2000 - May 2001
Donaldson, Lufkin & Jenrette April 1998 - August 1999
Dain Rauscher September 1996 - March 1998
Skills
Medical Devices, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Strategy, Cross-functional Team..., Business Development, Cardiology, Venture Capital, Global Marketing, Mergers, Project Planning, Leadership, Business Strategy, Market Development, Private Equity, Strategic Planning, Healthcare, Entrepreneurship, Due Diligence, Health Economics, Reimbursement, Strategic Negotiations, Licensing, Valuation, Market Research, Clinical Trials, Portfolio Management, Acquisition Integration, Management, International Business, P&L Management, Investments, Commercialization, Product Development, Executive Management, Program Management, Analysis, FDA, Orthopedic
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
St. John's University 1989 — 1993
BA, Economics and Management (double major)
Cardiovascular Systems, Inc. August 2014 - Present
Independent Consultant April 2013 - July 2014
St. Jude Medical April 2004 - March 2013
The Mercanti Group May 2001 - April 2004
Crescendo Ventures May 2000 - May 2001
Donaldson, Lufkin & Jenrette April 1998 - August 1999
Dain Rauscher September 1996 - March 1998
Skills
Medical Devices, Mergers & Acquisitions, Competitive Analysis, Strategic Partnerships, Strategy, Cross-functional Team..., Business Development, Cardiology, Venture Capital, Global Marketing, Mergers, Project Planning, Leadership, Business Strategy, Market Development, Private Equity, Strategic Planning, Healthcare, Entrepreneurship, Due Diligence, Health Economics, Reimbursement, Strategic Negotiations, Licensing, Valuation, Market Research, Clinical Trials, Portfolio Management, Acquisition Integration, Management, International Business, P&L Management, Investments, Commercialization, Product Development, Executive Management, Program Management, Analysis, FDA, Orthopedic
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA, Finance
St. John's University 1989 — 1993
BA, Economics and Management (double major)
Rob Isbitts's Donaldson, Lufkin & Jenrette Experience 1995 - 1998
Job
Industry Investment Management
Experience
Sungarden Investment Research January 2012 - Present
CWM, LLC January 2011 - December 2011
Emerald Asset Advisors 1998 - December 2010
Donaldson, Lufkin & Jenrette 1995 - 1998
Morgan Stanley 1993 - 1995
Fiduciary Trust Company 1990 - 1993
Shaw Data Services 1988 - 1991
Fuji Bank and Trust Company 1986 - 1988
Skills
Investments, Investment Strategies, Investment Selection, Investment Advisory, Investment Advisory..., Investment Management, Investment Modeling, Alternative Investments, Public Speaking, Publications, Trade Publications, Trade Show Presentations, Writing, Creative Writer, Creative Writing, Financial Analysis, Financial Risk, Volatility, Beta Management, Diversification, Published Author, Newsletters, Consulting, Portfolio Management, Model Portfolios, Portfolio Optimization, Investment Portfolio, Modern Portfolio Theory, Portfolio Assessment, Communication Skills
Education
Rutgers University 1990 — 1994
MBA, Finance, General
State University of New York at Albany 1982 — 1986
BS, Finance
Fair Lawn High School
Fair Lawn High School
Sungarden Investment Research January 2012 - Present
CWM, LLC January 2011 - December 2011
Emerald Asset Advisors 1998 - December 2010
Donaldson, Lufkin & Jenrette 1995 - 1998
Morgan Stanley 1993 - 1995
Fiduciary Trust Company 1990 - 1993
Shaw Data Services 1988 - 1991
Fuji Bank and Trust Company 1986 - 1988
Skills
Investments, Investment Strategies, Investment Selection, Investment Advisory, Investment Advisory..., Investment Management, Investment Modeling, Alternative Investments, Public Speaking, Publications, Trade Publications, Trade Show Presentations, Writing, Creative Writer, Creative Writing, Financial Analysis, Financial Risk, Volatility, Beta Management, Diversification, Published Author, Newsletters, Consulting, Portfolio Management, Model Portfolios, Portfolio Optimization, Investment Portfolio, Modern Portfolio Theory, Portfolio Assessment, Communication Skills
Education
Rutgers University 1990 — 1994
MBA, Finance, General
State University of New York at Albany 1982 — 1986
BS, Finance
Fair Lawn High School
Fair Lawn High School
Shelley Wong's Donaldson, Lufkin & Jenrette Experience August 1993 - October 2000
Job Global CFO, Investment Banking Dept at Credit Suisse
Industry Financial Services
Experience
Credit Suisse 2010 - Present
Credit Suisse 2005 - 2010
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette August 1993 - October 2000
Skills
Investment Banking, Financial Institutions, Capital Markets, Equities, Private Equity, Fixed Income, Hedge Funds, Valuation, Corporate Finance, Financial Modeling, Derivatives, Investments, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Human Capital, Due Diligence, Financial Analysis, Finance, Management
Education
Columbia Business School
MBA, Finance
Lester B. Pearson College of The Pacific
I.B.
Queen's University
Bachelor of Commerce (B.Com.)
Credit Suisse 2010 - Present
Credit Suisse 2005 - 2010
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette August 1993 - October 2000
Skills
Investment Banking, Financial Institutions, Capital Markets, Equities, Private Equity, Fixed Income, Hedge Funds, Valuation, Corporate Finance, Financial Modeling, Derivatives, Investments, Alternative Investments, Mergers & Acquisitions, Emerging Markets, Human Capital, Due Diligence, Financial Analysis, Finance, Management
Education
Columbia Business School
MBA, Finance
Lester B. Pearson College of The Pacific
I.B.
Queen's University
Bachelor of Commerce (B.Com.)
Richard Grimm's Donaldson, Lufkin & Jenrette Experience July 1998 - May 1999
Job Partner at Value Recovery Capital LLC
Industry Investment Management
Experience
Value Recovery Capital LLC April 2011 - Present
TowerBrook Capital Partners December 2008 - March 2011
Camulos Capital LP May 2007 - November 2008
TowerBrook Capital Partners 2005 - 2007
Soros Private Equity Partners 1999 - 2005
Donaldson, Lufkin & Jenrette July 1998 - May 1999
Donaldson, Lufkin & Jenrette 1996 - 1998
Education
Northwestern University
Economics, MMSS
Value Recovery Capital LLC April 2011 - Present
TowerBrook Capital Partners December 2008 - March 2011
Camulos Capital LP May 2007 - November 2008
TowerBrook Capital Partners 2005 - 2007
Soros Private Equity Partners 1999 - 2005
Donaldson, Lufkin & Jenrette July 1998 - May 1999
Donaldson, Lufkin & Jenrette 1996 - 1998
Education
Northwestern University
Economics, MMSS
Gloria Escobar's Donaldson, Lufkin & Jenrette Experience 1997 - 2001
Job Grad Student Health Advocacy
Industry Hospital & Health Care
Experience
Sarah Lawrence College August 2010 - Present
Dow Jones December 2005 - October 2008
Credit Suisse 1999 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Research, Community Outreach, Editing, Nonprofits, Public Speaking
Education
Sarah Lawrence College
Master's Degree, Health Advocacy
Saint John's University 1986 — 1990
B.S., Political Science
Sarah Lawrence College August 2010 - Present
Dow Jones December 2005 - October 2008
Credit Suisse 1999 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2001
Skills
Research, Community Outreach, Editing, Nonprofits, Public Speaking
Education
Sarah Lawrence College
Master's Degree, Health Advocacy
Saint John's University 1986 — 1990
B.S., Political Science
Michelle D. Maguire, CFA's Donaldson, Lufkin & Jenrette Experience April 1985 - August 1985
Job Managing Director Institutional Sales and Client Service
Industry Investment Management
Experience
Chicago Equity Partners, LLC September 1998 - Present
The Chicago Trust Company, A Wintrust Wealth Management Company January 1995 - January 1997
The Feldman Investment Group, Inc. January 1990 - January 1995
The Feldman Investment Group, Inc. January 1988 - January 1990
Feldman Investment Group, Inc. September 1985 - January 1988
Donaldson, Lufkin & Jenrette April 1985 - August 1985
Skills
CFA, Hedge Funds, Alternative Investments, Chartered Financial..., Investment Management
Education
Northern Illinois University 1980 — 1983
BS, Finance Economics
Chicago Equity Partners, LLC September 1998 - Present
The Chicago Trust Company, A Wintrust Wealth Management Company January 1995 - January 1997
The Feldman Investment Group, Inc. January 1990 - January 1995
The Feldman Investment Group, Inc. January 1988 - January 1990
Feldman Investment Group, Inc. September 1985 - January 1988
Donaldson, Lufkin & Jenrette April 1985 - August 1985
Skills
CFA, Hedge Funds, Alternative Investments, Chartered Financial..., Investment Management
Education
Northern Illinois University 1980 — 1983
BS, Finance Economics
Frank DeGregorio's Donaldson, Lufkin & Jenrette Experience 1992 - 2002
Job Vice President at DiMaio Ahmad Capital
Industry Investment Management
Experience
DiMaio Ahmad Capital March 2006 - Present
Nomura Securities June 2004 - March 2006
Credit Agricole Indosuez 2002 - 2004
Donaldson, Lufkin & Jenrette 1992 - 2002
Drexel Burnham Lambert 1986 - 1990
Education
Queens College 1990 — 1992
Bachelor of Science (B.S.), Dual major in Accounting and Economics
Pace University 1988 — 1990
Accounting
Queensborough Community College 1984 — 1987
Associate's degree, Accounting
DiMaio Ahmad Capital March 2006 - Present
Nomura Securities June 2004 - March 2006
Credit Agricole Indosuez 2002 - 2004
Donaldson, Lufkin & Jenrette 1992 - 2002
Drexel Burnham Lambert 1986 - 1990
Education
Queens College 1990 — 1992
Bachelor of Science (B.S.), Dual major in Accounting and Economics
Pace University 1988 — 1990
Accounting
Queensborough Community College 1984 — 1987
Associate's degree, Accounting
Elizabeth DiChiaro's Donaldson, Lufkin & Jenrette Experience August 1989 - September 2000
Job Managing Director at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo August 2005 - Present
Credit Suisse October 2000 - August 2005
Donaldson, Lufkin & Jenrette August 1989 - September 2000
Education
Pace University - Lubin School of Business 1985 — 1989
Wells Fargo August 2005 - Present
Credit Suisse October 2000 - August 2005
Donaldson, Lufkin & Jenrette August 1989 - September 2000
Education
Pace University - Lubin School of Business 1985 — 1989
Jason Twomey's Donaldson, Lufkin & Jenrette Experience January 1995 - November 2000
Job Managing Director Investments at Oppenheimer & Co. Inc.
Industry Financial Services
Experience
Winston Partners July 2009 - April 2011
Gamma Partners July 2008 - March 2009
Oppenheimer & Co. Inc. February 2004 - July 2008
Bank of America Securities November 2000 - February 2004
Donaldson, Lufkin & Jenrette January 1995 - November 2000
Skills
Wealth Management..., Fixed Income Strategies, Investment Strategies
Education
Skidmore College 1990 — 1994
Winston Partners July 2009 - April 2011
Gamma Partners July 2008 - March 2009
Oppenheimer & Co. Inc. February 2004 - July 2008
Bank of America Securities November 2000 - February 2004
Donaldson, Lufkin & Jenrette January 1995 - November 2000
Skills
Wealth Management..., Fixed Income Strategies, Investment Strategies
Education
Skidmore College 1990 — 1994
jennifer geissel zervigon's Donaldson, Lufkin & Jenrette Experience 1989 - 1995
Job Independent Strategy Consultant
Industry Management Consulting
Experience
The Nielsen Company March 2007 - November 2007
NASDAQ January 2005 - June 2006
Brut LLC 2000 - 2005
Treacy & Company January 1999 - 2002
Braxton Associates January 1996 - January 1998
Donaldson, Lufkin & Jenrette 1989 - 1995
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
New York University 1988 — 1992
Watchung Hills High School 1984 — 1988
high school diploma
The Nielsen Company March 2007 - November 2007
NASDAQ January 2005 - June 2006
Brut LLC 2000 - 2005
Treacy & Company January 1999 - 2002
Braxton Associates January 1996 - January 1998
Donaldson, Lufkin & Jenrette 1989 - 1995
Education
The Tuck School of Business at Dartmouth 1995 — 1997
MBA
New York University 1988 — 1992
Watchung Hills High School 1984 — 1988
high school diploma
Michael Pease's Donaldson, Lufkin & Jenrette Experience 1994 - 2001
Job President Table 21 Capital
Industry Financial Services
Experience
Table 21 Capital June 2011 - Present
JP Morgan Securities October 2009 - May 2011
Credit Suisse 2001 - 2009
Donaldson, Lufkin & Jenrette 1994 - 2001
Skills
Hedge Funds, Asset Management, Investment Banking
Education
Northwestern University - Kellogg School of Management
Table 21 Capital June 2011 - Present
JP Morgan Securities October 2009 - May 2011
Credit Suisse 2001 - 2009
Donaldson, Lufkin & Jenrette 1994 - 2001
Skills
Hedge Funds, Asset Management, Investment Banking
Education
Northwestern University - Kellogg School of Management
Karensa Marques's Donaldson, Lufkin & Jenrette Experience June 1993 - December 1996
Job Operations Processor
Industry Information Technology and Services
Experience
Randstad US October 2013 - October 2014
Orthotics & Prosthetics East Inc. December 2011 - June 2013
Orthotics & Prosthetics East Inc. May 2006 - December 2011
United Global Consulting Corp. August 2000 - May 2006
AEB International October 1997 - February 1999
Donaldson, Lufkin & Jenrette June 1993 - December 1996
Skills
HTML, CSS, Microsoft Office, Web Design, Dreamweaver, Photoshop, Wordpress, Web Development, JavaScript, Windows, SharePoint, Social Media, SEO, Microsoft Excel, XHTML, ASP.NET, Flash, Adobe Fireworks, Illustrator, InDesign, Customer Service, Software Documentation, WordPress
Education
Pitt Community College 2009 — 2011
Associates Applied Science, Web Design, 3.89
Pitt Community College 2009 — 2011
Web Design Certification, Web Design, 3.92
Florida State University 2008 — 2009
Webmaster Certification, Web Development, 3.50
Randstad US October 2013 - October 2014
Orthotics & Prosthetics East Inc. December 2011 - June 2013
Orthotics & Prosthetics East Inc. May 2006 - December 2011
United Global Consulting Corp. August 2000 - May 2006
AEB International October 1997 - February 1999
Donaldson, Lufkin & Jenrette June 1993 - December 1996
Skills
HTML, CSS, Microsoft Office, Web Design, Dreamweaver, Photoshop, Wordpress, Web Development, JavaScript, Windows, SharePoint, Social Media, SEO, Microsoft Excel, XHTML, ASP.NET, Flash, Adobe Fireworks, Illustrator, InDesign, Customer Service, Software Documentation, WordPress
Education
Pitt Community College 2009 — 2011
Associates Applied Science, Web Design, 3.89
Pitt Community College 2009 — 2011
Web Design Certification, Web Design, 3.92
Florida State University 2008 — 2009
Webmaster Certification, Web Development, 3.50
Cory J. Perkins's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Founder & CEO of GiftFly LLC
Industry Financial Services
Experience
Giftfly LLC July 2011 - Present
Iactivecard LLC 2006 - Present
Serious USA, Inc. 2005 - 2006
GetAsia LLC 2001 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
UBS Investment Bank 1995 - 1998
Salomon Brothers 1992 - 1994
Skills
Payments, Business Strategy, Business Development, Strategic Partnerships, Financial Institutions, Marketing Strategy, Product Management, Strategy, Start-ups, Mobile Payments, E-commerce, New Business Development
Education
Oregon State University 1986 — 1990
BS, Finance & Economics
Giftfly LLC July 2011 - Present
Iactivecard LLC 2006 - Present
Serious USA, Inc. 2005 - 2006
GetAsia LLC 2001 - 2004
Donaldson, Lufkin & Jenrette 1998 - 2000
UBS Investment Bank 1995 - 1998
Salomon Brothers 1992 - 1994
Skills
Payments, Business Strategy, Business Development, Strategic Partnerships, Financial Institutions, Marketing Strategy, Product Management, Strategy, Start-ups, Mobile Payments, E-commerce, New Business Development
Education
Oregon State University 1986 — 1990
BS, Finance & Economics
Michael Castiglia's Donaldson, Lufkin & Jenrette Experience 1984 - 2000
Job VP MBS Securities Middle Office at Credit Suisse
Industry Banking
Experience
Credit Suisse October 2000 - Present
Credit Suisse September 1984 - Present
Credit Suisse Securities (USA), LLC 1984 - Present
DLJ CSFB 1984 - Present
Credit Suisse First Boston 1984 - Present
DLJ 1984 - 2001
Donaldson, Lufkin & Jenrette 1984 - 2000
Skills
Middle Office, MBS, Investment Banking, Hedge Funds, Capital Markets, Securities, Equities, Fixed Income, Derivatives, Portfolio Management, Bloomberg, Structured Products
Education
Pace University 1978 — 1981
Credit Suisse October 2000 - Present
Credit Suisse September 1984 - Present
Credit Suisse Securities (USA), LLC 1984 - Present
DLJ CSFB 1984 - Present
Credit Suisse First Boston 1984 - Present
DLJ 1984 - 2001
Donaldson, Lufkin & Jenrette 1984 - 2000
Skills
Middle Office, MBS, Investment Banking, Hedge Funds, Capital Markets, Securities, Equities, Fixed Income, Derivatives, Portfolio Management, Bloomberg, Structured Products
Education
Pace University 1978 — 1981
Marco Arriaga's Donaldson, Lufkin & Jenrette Experience February 1988 - April 1990
Job Dir Software Build and Deployment Automation
Industry Financial Services
Experience
Credit Suisse July 2008 - Present
Citi April 1997 - July 2008
PaineWebber January 1990 - April 1997
Donaldson, Lufkin & Jenrette February 1988 - April 1990
Wood Struthers and Winthrop 1988 - 1990
Education
Pace University 1986 — 1990
St. Peter's Prep 1982 — 1986
Thomas Edison State College
Credit Suisse July 2008 - Present
Citi April 1997 - July 2008
PaineWebber January 1990 - April 1997
Donaldson, Lufkin & Jenrette February 1988 - April 1990
Wood Struthers and Winthrop 1988 - 1990
Education
Pace University 1986 — 1990
St. Peter's Prep 1982 — 1986
Thomas Edison State College
Richard Hehman's Donaldson, Lufkin & Jenrette Experience 1990 - 1998
Job Experienced Financial Executive
Industry Financial Services
Experience
Quantum Risk Technologies 2006 - Present
Lockwood Development 2001 - 2006
JP Morgan 2000 - 2001
Merrill Lynch 1998 - 2000
Donaldson, Lufkin & Jenrette 1990 - 1998
Education
Northwestern University
BS, Industrial Engineering
University of Pennsylvania - The Wharton School
MBA, Accounting and Finance
Quantum Risk Technologies 2006 - Present
Lockwood Development 2001 - 2006
JP Morgan 2000 - 2001
Merrill Lynch 1998 - 2000
Donaldson, Lufkin & Jenrette 1990 - 1998
Education
Northwestern University
BS, Industrial Engineering
University of Pennsylvania - The Wharton School
MBA, Accounting and Finance
Paula J Storonsky, MBA, PMP, CSM's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Executive Leadership &Project Mangaer Coach/Trainer/Consultant
Industry Management Consulting
Experience
Athena Enterprises Inc October 2000 - Present
Dale Carnegie NYC COE February 2008 - Present
PMI NYC Chapter January 2013 - December 2013
PMI NYC Chapter January 2012 - December 2012
PMI NYC Chapter 2009 - December 2011
Miningham & Oellerich February 2010 - November 2010
Miningham & Oellerich January 2005 - September 2006
Park Avenue Securities January 2001 - December 2004
Park Avenue Securities September 2000 - January 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
PMP, SDLC, Program Management, Change Management, Leadership, Management, Project Management, Software Documentation, Project Planning, Software Development, Training, Governance, Testing, User Acceptance Testing, Agile Methodologies, Software Project..., Business Process..., Coaching, Cross-functional Team..., Process Improvement
Education
Dale Carnegie NYC Center of Excellance 2008 — 2010
Professional Trainer, Leadership Training for Managers, Core and Corporate Training
Pace University - Lubin School of Business 1990 — 1992
MBA, Managment Information Systems
State University of New York College at Oneonta 1983 — 1985
BA, Business Ecomonic/Accounting
State University of New York College of Agriculture and Technology at Cobleskill 1981 — 1983
AAS, Computer Science
Athena Enterprises Inc October 2000 - Present
Dale Carnegie NYC COE February 2008 - Present
PMI NYC Chapter January 2013 - December 2013
PMI NYC Chapter January 2012 - December 2012
PMI NYC Chapter 2009 - December 2011
Miningham & Oellerich February 2010 - November 2010
Miningham & Oellerich January 2005 - September 2006
Park Avenue Securities January 2001 - December 2004
Park Avenue Securities September 2000 - January 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Skills
PMP, SDLC, Program Management, Change Management, Leadership, Management, Project Management, Software Documentation, Project Planning, Software Development, Training, Governance, Testing, User Acceptance Testing, Agile Methodologies, Software Project..., Business Process..., Coaching, Cross-functional Team..., Process Improvement
Education
Dale Carnegie NYC Center of Excellance 2008 — 2010
Professional Trainer, Leadership Training for Managers, Core and Corporate Training
Pace University - Lubin School of Business 1990 — 1992
MBA, Managment Information Systems
State University of New York College at Oneonta 1983 — 1985
BA, Business Ecomonic/Accounting
State University of New York College of Agriculture and Technology at Cobleskill 1981 — 1983
AAS, Computer Science
William Mercado's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Financial Systems Architect
Industry Financial Services
Experience
Rebar Systems, LLC September 2011 - Present
UBS June 2009 - September 2011
JP Morgan May 2008 - April 2009
Bear Stearns April 2001 - May 2008
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Johnson & Higgins 1991 - 1997
MetLife 1986 - 1993
Education
Pace University
Bachelor of Arts, Computer Science
Rebar Systems, LLC September 2011 - Present
UBS June 2009 - September 2011
JP Morgan May 2008 - April 2009
Bear Stearns April 2001 - May 2008
Credit Suisse 2000 - 2001
Donaldson, Lufkin & Jenrette 1997 - 2000
Johnson & Higgins 1991 - 1997
MetLife 1986 - 1993
Education
Pace University
Bachelor of Arts, Computer Science
Donna Vazquez's Donaldson, Lufkin & Jenrette Experience February 1992 - December 2000
Job Strategic Thinker Tactical Implementation
Industry Financial Services
Experience
Pershing Advisor Solutions, LLC September 2008 - August 2010
Pershing Advisor Solutions, LLC July 2006 - September 2008
Pershing Advisor Solutions, LLC January 2005 - July 2006
Pershing December 2000 - January 2005
Donaldson, Lufkin & Jenrette February 1992 - December 2000
Skills
Client Relationship..., brokerage operations, broker dealer..., RIA operations, Root Cause Analysis, mentoring and coaching, training and development, Process Improvement, Management, Mentoring, Coaching, Series 7, CRM, Financial Services, Strategy, Talent Management, Brokers, Sales, Banking, Training, Leadership, Six Sigma, Change Management, Human Resources, Mergers & Acquisitions, Critical Thinking, Program Management, Teamwork, Strategic Thinking, Risk Management
Education
Skidmore College
Bachelor's degree, Economics/Spanish
Smithtown High School West
High School
Universitat de Barcelona
spring semester, Spanish studies
Women Unlimited
Pershing Advisor Solutions, LLC September 2008 - August 2010
Pershing Advisor Solutions, LLC July 2006 - September 2008
Pershing Advisor Solutions, LLC January 2005 - July 2006
Pershing December 2000 - January 2005
Donaldson, Lufkin & Jenrette February 1992 - December 2000
Skills
Client Relationship..., brokerage operations, broker dealer..., RIA operations, Root Cause Analysis, mentoring and coaching, training and development, Process Improvement, Management, Mentoring, Coaching, Series 7, CRM, Financial Services, Strategy, Talent Management, Brokers, Sales, Banking, Training, Leadership, Six Sigma, Change Management, Human Resources, Mergers & Acquisitions, Critical Thinking, Program Management, Teamwork, Strategic Thinking, Risk Management
Education
Skidmore College
Bachelor's degree, Economics/Spanish
Smithtown High School West
High School
Universitat de Barcelona
spring semester, Spanish studies
Women Unlimited
Halia Chudyk's Donaldson, Lufkin & Jenrette Experience April 1986 - January 1990
Job Financial Planning & Analysis/Business Planning
Industry Consumer Goods
Experience
Small to Mid-Sized Businesses October 2007 - Present
Scholastic November 2004 - February 2007
Pfizer October 2001 - October 2004
Penguin Group, Pearson Plc February 2000 - September 2001
Revlon September 1998 - December 1999
Johnson and Johnson February 1990 - September 1998
Donaldson, Lufkin & Jenrette April 1986 - January 1990
DLJ 1986 - 1990
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
New York University 1982 — 1986
BA, Economics, Russian
Small to Mid-Sized Businesses October 2007 - Present
Scholastic November 2004 - February 2007
Pfizer October 2001 - October 2004
Penguin Group, Pearson Plc February 2000 - September 2001
Revlon September 1998 - December 1999
Johnson and Johnson February 1990 - September 1998
Donaldson, Lufkin & Jenrette April 1986 - January 1990
DLJ 1986 - 1990
Education
New York University - Leonard N. Stern School of Business 1987 — 1990
MBA, Finance
New York University 1982 — 1986
BA, Economics, Russian
Gene Mulvaney's Donaldson, Lufkin & Jenrette Experience 1990 - 2000
Job Managing Director at Wunderlich Securities
Industry Financial Services
Experience
Wunderlich Securities January 2015 - Present
Dominick & Dominick LLC January 2006 - January 2015
Credit-Suisse December 2000 - February 2005
Donaldson, Lufkin & Jenrette 1990 - 2000
Education
Providence College 1984 — 1988
BA, Economics
Wunderlich Securities January 2015 - Present
Dominick & Dominick LLC January 2006 - January 2015
Credit-Suisse December 2000 - February 2005
Donaldson, Lufkin & Jenrette 1990 - 2000
Education
Providence College 1984 — 1988
BA, Economics
Laura Terranova's Donaldson, Lufkin & Jenrette Experience 1996 - 2002
Job Senior Analyst, Budgeting and Financial Reporting at Komar Brands
Industry Wholesale
Experience
Charles Komar & Sons August 2012 - Present
Toys R Us 2011 - 2012
Bloomingdale's 2008 - 2011
Gordon Enviornmental 2005 - 2008
Community Housing Improvement Program 2004 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2002
Donaldson Lufkin & Jenrette 1989 - 1996
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Strategic Financial..., Forecasting, Budget, Microsoft Access, PeopleSoft, Mas 90, QuickBooks, Variance Analysis, Budgets
Education
New York University 2004 — 2008
Bachelor of Science (B.S.), Real Estate
Charles Komar & Sons August 2012 - Present
Toys R Us 2011 - 2012
Bloomingdale's 2008 - 2011
Gordon Enviornmental 2005 - 2008
Community Housing Improvement Program 2004 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2002
Donaldson Lufkin & Jenrette 1989 - 1996
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Strategic Financial..., Forecasting, Budget, Microsoft Access, PeopleSoft, Mas 90, QuickBooks, Variance Analysis, Budgets
Education
New York University 2004 — 2008
Bachelor of Science (B.S.), Real Estate
Karey Geddes's Donaldson, Lufkin & Jenrette Experience 1997 - 2002
Job Director, Sales at PREMIUMPOINT Investments / WinWater Home Mortgage
Industry Banking
Experience
PREMIUMPOINT Investments June 2013 - Present
New Penn Financial, LLC August 2011 - June 2013
Banc Of Manhattan/Capital September 2010 - August 2011
The Winter Group 2002 - 2007
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2002
DLJ 1997 - 2000
Nomura Securities 1995 - 1997
Skills
Management, Mortgage Lending, Loans, Capital Markets, Mortgage Banking, Securitization, Credit, Residential Mortgages, Electronic Trading
Education
Pace University
PREMIUMPOINT Investments June 2013 - Present
New Penn Financial, LLC August 2011 - June 2013
Banc Of Manhattan/Capital September 2010 - August 2011
The Winter Group 2002 - 2007
Credit Suisse First Boston 2000 - 2002
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2002
DLJ 1997 - 2000
Nomura Securities 1995 - 1997
Skills
Management, Mortgage Lending, Loans, Capital Markets, Mortgage Banking, Securitization, Credit, Residential Mortgages, Electronic Trading
Education
Pace University
Sal Parascandola's Donaldson, Lufkin & Jenrette Experience September 1998 - October 2000
Job Managing Director at BlackRock
Industry Investment Management
Experience
BlackRock March 2005 - Present
Credit Suisse November 2000 - February 2005
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Salomon Smith Barney December 1997 - August 1998
Salomon Brothers April 1995 - December 1997
Swiss Bank Corp October 1992 - March 1995
HSBC December 1991 - October 1992
Marine Midland Bank January 1990 - November 1991
Bank of America November 1987 - January 1990
Merrill Lynch August 1980 - November 1987
Skills
Fixed Income, Derivatives, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
St. Francis College 1977 — 1981
BS, Management
Brooklyn Technical High School 1973 — 1977
BlackRock March 2005 - Present
Credit Suisse November 2000 - February 2005
Donaldson, Lufkin & Jenrette September 1998 - October 2000
Salomon Smith Barney December 1997 - August 1998
Salomon Brothers April 1995 - December 1997
Swiss Bank Corp October 1992 - March 1995
HSBC December 1991 - October 1992
Marine Midland Bank January 1990 - November 1991
Bank of America November 1987 - January 1990
Merrill Lynch August 1980 - November 1987
Skills
Fixed Income, Derivatives, Asset Managment, Alternative Investments, Hedge Funds, Capital Markets
Education
Pace University - Lubin School of Business 1982 — 1984
MBA, Finance
St. Francis College 1977 — 1981
BS, Management
Brooklyn Technical High School 1973 — 1977
Joanne Giampapa's Donaldson, Lufkin & Jenrette Experience January 1993 - March 1997
Job Marketing and Advertising Professional
Industry Marketing and Advertising
Experience
Torre Lazur McCann July 1997 - June 2008
Donaldson, Lufkin & Jenrette January 1993 - March 1997
Geer, DuBois Advertising 1986 - 1992
Skills
Email Marketing, Advertising, Marketing Strategy, Direct Mail, Interactive Marketing, Digital Marketing, Integrated Marketing, Direct Marketing, Marketing Communications, Creative Strategy, Digital Strategy, Account Management, Relationship Marketing, Marketing
Education
Quinnipiac University - School of Business 1980 — 1984
BS, Business Administration
Torre Lazur McCann July 1997 - June 2008
Donaldson, Lufkin & Jenrette January 1993 - March 1997
Geer, DuBois Advertising 1986 - 1992
Skills
Email Marketing, Advertising, Marketing Strategy, Direct Mail, Interactive Marketing, Digital Marketing, Integrated Marketing, Direct Marketing, Marketing Communications, Creative Strategy, Digital Strategy, Account Management, Relationship Marketing, Marketing
Education
Quinnipiac University - School of Business 1980 — 1984
BS, Business Administration
Kenneth Byrne's Donaldson, Lufkin & Jenrette Experience January 1999 - December 1999
Job Managing Director at BTIG
Industry Financial Services
Experience
BTIG September 2011 - Present
Jefferies & Company April 2007 - August 2011
Banc of America Securities March 2003 - February 2007
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette January 1999 - December 1999
DLJ September 1989 - March 1991
Education
Pace University 1985 — 1989
B.B.A., Mangement/History
BTIG September 2011 - Present
Jefferies & Company April 2007 - August 2011
Banc of America Securities March 2003 - February 2007
Credit Suisse January 2000 - February 2003
Donaldson, Lufkin & Jenrette January 1999 - December 1999
DLJ September 1989 - March 1991
Education
Pace University 1985 — 1989
B.B.A., Mangement/History
Nicolette Mazzola's Donaldson, Lufkin & Jenrette Experience 1998 - 2002
Job PCA
Industry Investment Management
Experience
Palmyra Capital Advisors September 2003 - Present
Credit Suisse First Boston 2001 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2002
Education
Santa Monica College
Palmyra Capital Advisors September 2003 - Present
Credit Suisse First Boston 2001 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2002
Education
Santa Monica College
Howard Zegelstein's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Senior Consultant Specializing in Client / Exchange Connectivity and Order Management Systems
Industry Financial Services
Experience
Oyster Consulting, LLC 2012 - Present
UBS AG (Investment Bank) 2002 - 2010
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Bear Stearns 1991 - 1996
Shearson Lehman Hutton 1990 - 1991
Timber Hill 1986 - 1987
Skills
Equities, Program Trading, Electronic Trading, Low Latency, Trading Systems, SDLC, Equity Trading, Prime Brokerage, Financial Services, Options, Trading, Market Data, Quantitative Finance, Middle Office, Sybase, Series 7, Exchange Connectivity, Securities, Bloomberg, Back Office, Hedge Funds, Interest Rate..., FX Options, Equity Derivatives, Derivatives, Financial Markets, Order Management, FX trading, Credit Derivatives, Fixed Income, Reference Data, Investment Banking, Series 63, Capital Markets, Risk Management, Swaps, Business Analysis, Financial Risk
Education
Rensselaer Polytechnic Institute 1988 — 1989
MBA, Concentration in MIS
Rensselaer Polytechnic Institute 1982 — 1986
BS, Computer Science
Hillcrest High School 1980 — 1982
High school diploma
Oyster Consulting, LLC 2012 - Present
UBS AG (Investment Bank) 2002 - 2010
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1996 - 2000
Bear Stearns 1991 - 1996
Shearson Lehman Hutton 1990 - 1991
Timber Hill 1986 - 1987
Skills
Equities, Program Trading, Electronic Trading, Low Latency, Trading Systems, SDLC, Equity Trading, Prime Brokerage, Financial Services, Options, Trading, Market Data, Quantitative Finance, Middle Office, Sybase, Series 7, Exchange Connectivity, Securities, Bloomberg, Back Office, Hedge Funds, Interest Rate..., FX Options, Equity Derivatives, Derivatives, Financial Markets, Order Management, FX trading, Credit Derivatives, Fixed Income, Reference Data, Investment Banking, Series 63, Capital Markets, Risk Management, Swaps, Business Analysis, Financial Risk
Education
Rensselaer Polytechnic Institute 1988 — 1989
MBA, Concentration in MIS
Rensselaer Polytechnic Institute 1982 — 1986
BS, Computer Science
Hillcrest High School 1980 — 1982
High school diploma
Gregg Klein's Donaldson, Lufkin & Jenrette Experience June 1998 - July 1999
Job Senior Analyst at Imperial Capital Bank
Industry Financial Services
Experience
Imperial Capital Bank November 2010 - Present
BNP Paribas July 2000 - November 2010
Societe Generale July 1999 - July 2000
Donaldson, Lufkin & Jenrette June 1998 - July 1999
Skills
Equities
Education
Rutgers University-New Brunswick 1996 — 1998
MBA, Finance
Rutgers University-New Brunswick 1992 — 1996
BA, Economics
Livingston
Livingston
Livingston
Livingston High School
Livingston High School
Imperial Capital Bank November 2010 - Present
BNP Paribas July 2000 - November 2010
Societe Generale July 1999 - July 2000
Donaldson, Lufkin & Jenrette June 1998 - July 1999
Skills
Equities
Education
Rutgers University-New Brunswick 1996 — 1998
MBA, Finance
Rutgers University-New Brunswick 1992 — 1996
BA, Economics
Livingston
Livingston
Livingston
Livingston High School
Livingston High School
Scott Pangbourne's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Institutional Wealth Management Sales
Industry Financial Services
Experience
Natixis North America 2013 - 2015
HSBC 2007 - 2013
Credit Suisse 2000 - 2007
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Banking, Capital Markets, Derivatives, Equities, Investments, Structured Products, Wealth Management, Hedge Funds, Bloomberg, Fixed Income, Bonds, Securities, Structured Finance, Alternative Investments, Portfolio Management, Investment Banking
Education
Niagara University
BS, Finance
Natixis North America 2013 - 2015
HSBC 2007 - 2013
Credit Suisse 2000 - 2007
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Banking, Capital Markets, Derivatives, Equities, Investments, Structured Products, Wealth Management, Hedge Funds, Bloomberg, Fixed Income, Bonds, Securities, Structured Finance, Alternative Investments, Portfolio Management, Investment Banking
Education
Niagara University
BS, Finance
Dianne Sergi's Donaldson, Lufkin & Jenrette Experience September 1993 - May 1996
Job Information Technology Services Professional
Industry Information Technology and Services
Experience
Deutsche Bank February 2015 - Present
Pride Technolgies/Consultant for Morgan Stanley June 2010 - July 2013
Merrill Lynch June 1998 - February 2003
Comtex Information Systems & Bankers Trust May 1996 - June 1998
Donaldson, Lufkin & Jenrette September 1993 - May 1996
American Express Company & Lehman Brothers September 1990 - April 1993
Dean Witter Reynolds March 1989 - September 1990
Ebasco Services Incorporated June 1986 - February 1989
Skills
Business Process, Testing, SQL, User Acceptance Testing, Quality Assurance, Business Analysis, SDLC, Test Planning, SharePoint, Project Management, Unix
Education
Pace University 1984 — 1988
BBA, Management Information Systems
Deutsche Bank February 2015 - Present
Pride Technolgies/Consultant for Morgan Stanley June 2010 - July 2013
Merrill Lynch June 1998 - February 2003
Comtex Information Systems & Bankers Trust May 1996 - June 1998
Donaldson, Lufkin & Jenrette September 1993 - May 1996
American Express Company & Lehman Brothers September 1990 - April 1993
Dean Witter Reynolds March 1989 - September 1990
Ebasco Services Incorporated June 1986 - February 1989
Skills
Business Process, Testing, SQL, User Acceptance Testing, Quality Assurance, Business Analysis, SDLC, Test Planning, SharePoint, Project Management, Unix
Education
Pace University 1984 — 1988
BBA, Management Information Systems
Giridhar Vedantham's Donaldson, Lufkin & Jenrette Experience January 1993 - August 2000
Job Director, Index Portfolio & Risk Solutions at Barclays
Industry Financial Services
Experience
Barclays October 2012 - Present
Citigroup August 2000 - September 2012
Donaldson, Lufkin & Jenrette January 1993 - August 2000
Skills
Bonds, Capital Markets, Derivatives, Financial Modeling, Financial Risk, Fixed Income, Portfolio Management, Risk Management, Analytics, Bloomberg
Education
Penn State University 1989 — 1992
MS, Electrical Engineering
Osmania University 1985 — 1989
BE, Electronics & Communication Engineering
Barclays October 2012 - Present
Citigroup August 2000 - September 2012
Donaldson, Lufkin & Jenrette January 1993 - August 2000
Skills
Bonds, Capital Markets, Derivatives, Financial Modeling, Financial Risk, Fixed Income, Portfolio Management, Risk Management, Analytics, Bloomberg
Education
Penn State University 1989 — 1992
MS, Electrical Engineering
Osmania University 1985 — 1989
BE, Electronics & Communication Engineering
Bryan Bullock's Donaldson, Lufkin & Jenrette Experience June 1994 - January 1996
Job Pres. & CEO at Peakview Asset Management
Industry Investment Management
Experience
Peakview Asset Management April 2008 - Present
The Kessler Companies, Inc. April 1998 - March 2008
Seattle Northwest Securities Corp. January 1996 - April 1998
Donaldson, Lufkin & Jenrette June 1994 - January 1996
Bear Stearns & Co. Inc. February 1989 - June 1994
Education
Oregon State University 1984 — 1987
B.A. Finance, Finance, Economics, German
University of Portland in Salzburg 1983 — 1984
European History, Philosophy, Religion, Art History, German
Peakview Asset Management April 2008 - Present
The Kessler Companies, Inc. April 1998 - March 2008
Seattle Northwest Securities Corp. January 1996 - April 1998
Donaldson, Lufkin & Jenrette June 1994 - January 1996
Bear Stearns & Co. Inc. February 1989 - June 1994
Education
Oregon State University 1984 — 1987
B.A. Finance, Finance, Economics, German
University of Portland in Salzburg 1983 — 1984
European History, Philosophy, Religion, Art History, German
Mary Tara Rogers's Donaldson, Lufkin & Jenrette Experience February 2000 - May 2001
Job Supervisory Analyst, Options Principal at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan Securities LLC July 2010 - Present
Goldman Sachs August 2004 - July 2010
Donaldson, Lufkin & Jenrette February 2000 - May 2001
Banc of America Securities, LLC February 2000 - May 2001
The MWW Group November 1999 - January 2000
Foot Locker, Inc January 1996 - January 1998
Primedia, Inc January 1995 - January 1996
MetLife January 1989 - December 1994
Skills
Equity Research, Investments, Credit, Retail, Investor Relations, Series 7, Research, Risk Management, Compliance, Writing, Editing, Equity Valuation, Series 63, Investment Research, Equities, Finance, Options, Bloomberg, Hedge Funds, Fixed Income, Portfolio Management, Investment Banking, Capital Markets
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1987 — 1989
MBA
Northeastern University 1982 — 1987
Bachelors of Science, Finance and International Business
Holy Cross High School 1978 — 1982
High School Diploma
J.P. Morgan Securities LLC July 2010 - Present
Goldman Sachs August 2004 - July 2010
Donaldson, Lufkin & Jenrette February 2000 - May 2001
Banc of America Securities, LLC February 2000 - May 2001
The MWW Group November 1999 - January 2000
Foot Locker, Inc January 1996 - January 1998
Primedia, Inc January 1995 - January 1996
MetLife January 1989 - December 1994
Skills
Equity Research, Investments, Credit, Retail, Investor Relations, Series 7, Research, Risk Management, Compliance, Writing, Editing, Equity Valuation, Series 63, Investment Research, Equities, Finance, Options, Bloomberg, Hedge Funds, Fixed Income, Portfolio Management, Investment Banking, Capital Markets
Education
Rutgers, The State University of New Jersey - Rutgers Business School 1987 — 1989
MBA
Northeastern University 1982 — 1987
Bachelors of Science, Finance and International Business
Holy Cross High School 1978 — 1982
High School Diploma
John DeLorenzo's Donaldson, Lufkin & Jenrette Experience 1992 - 2000
Job Fixed Income Manager
Industry Banking
Experience
Credit Suisse 2004 - 2014
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1992 - 2000
BNY Mellon 1982 - 1992
BNY Mellon 1980 - 1982
Skills
Investments, Capital Markets, Fixed Income, Portfolio Management, Private Banking, Derivatives, Bonds, Investment Banking, Trading, Equities, Hedge Funds
Education
Villanova University
Bachelor of Science (BS)
Rutgers University
Master of Business Administration (MBA)
Credit Suisse 2004 - 2014
Credit Suisse 2000 - 2004
Donaldson, Lufkin & Jenrette 1992 - 2000
BNY Mellon 1982 - 1992
BNY Mellon 1980 - 1982
Skills
Investments, Capital Markets, Fixed Income, Portfolio Management, Private Banking, Derivatives, Bonds, Investment Banking, Trading, Equities, Hedge Funds
Education
Villanova University
Bachelor of Science (BS)
Rutgers University
Master of Business Administration (MBA)
Jim Federici's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Senior Project Manager at Perficient
Industry Banking
Experience
Perficient January 2015 - Present
Barclays Investment Bank September 2013 - Present
Starwood Capital Group May 2013 - August 2013
Citigroup September 2011 - March 2013
Cerberus Capital Management January 2008 - September 2011
Credit Suisse January 2000 - January 2008
Ford Foundation January 1997 - January 2000
Donaldson, Lufkin & Jenrette 1999 - 2000
APERION CAPITAL MANAGEMENT, INC January 1996 - January 1997
REPUBLIC NEW YORK SECURITIES CORP January 1994 - January 1995
Skills
Cash Management, Banking, Investments, Hedge Funds, FX Options, Financial Reporting, Finance, Treasury, Credit, Financial Modeling, Trading, Fixed Income, Investment Banking, Bloomberg, Equities, Derivatives, Private Equity, Capital Markets, Securities, Mutual Funds, Accounting, Funding, Hedging, Settlement, Treasury Management, Corporate Finance, Foreign Exchange, Auditing, Account Reconciliation, Cash Flow, Forecasting
Education
Pace University 1982 — 1984
B.A, Accounting
Bishop Ford 1971 — 1975
BS, Accounting
Perficient January 2015 - Present
Barclays Investment Bank September 2013 - Present
Starwood Capital Group May 2013 - August 2013
Citigroup September 2011 - March 2013
Cerberus Capital Management January 2008 - September 2011
Credit Suisse January 2000 - January 2008
Ford Foundation January 1997 - January 2000
Donaldson, Lufkin & Jenrette 1999 - 2000
APERION CAPITAL MANAGEMENT, INC January 1996 - January 1997
REPUBLIC NEW YORK SECURITIES CORP January 1994 - January 1995
Skills
Cash Management, Banking, Investments, Hedge Funds, FX Options, Financial Reporting, Finance, Treasury, Credit, Financial Modeling, Trading, Fixed Income, Investment Banking, Bloomberg, Equities, Derivatives, Private Equity, Capital Markets, Securities, Mutual Funds, Accounting, Funding, Hedging, Settlement, Treasury Management, Corporate Finance, Foreign Exchange, Auditing, Account Reconciliation, Cash Flow, Forecasting
Education
Pace University 1982 — 1984
B.A, Accounting
Bishop Ford 1971 — 1975
BS, Accounting
Sheri Wanamaker's Donaldson, Lufkin & Jenrette Experience May 1997 - December 1997
Job Corporate and Legal Research Librarian at SelfEmployed
Industry Libraries
Experience
Allen & Overy July 2008 - Present
Allen & Overy LLP May 2002 - June 2008
Linklaters December 1997 - May 2002
Donaldson, Lufkin & Jenrette May 1997 - December 1997
Wachtell, Lipton, Rosen & Katz May 1994 - May 1997
Skills
Law Librarianship, Legal Research, Legal Advice, Knowledge Management, Library Science, Library Management, Corporate Law, Library, Electronic Resources, Library Research, Collection Development, Library Instruction, Academic Libraries, Cataloging, Information Literacy, Libraries
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Journalism
Allen & Overy July 2008 - Present
Allen & Overy LLP May 2002 - June 2008
Linklaters December 1997 - May 2002
Donaldson, Lufkin & Jenrette May 1997 - December 1997
Wachtell, Lipton, Rosen & Katz May 1994 - May 1997
Skills
Law Librarianship, Legal Research, Legal Advice, Knowledge Management, Library Science, Library Management, Corporate Law, Library, Electronic Resources, Library Research, Collection Development, Library Instruction, Academic Libraries, Cataloging, Information Literacy, Libraries
Education
Rutgers University-New Brunswick 1989 — 1993
BA, Journalism
Joseph Battiato's Donaldson, Lufkin & Jenrette Experience February 1986 - January 1989
Job Owner, GCA Trading LLC
Industry Financial Services
Experience
GCA Trading LLC June 2012 - Present
Riverside Corporate Services September 2008 - June 2012
Ellington Management Group September 2000 - September 2008
Riverside Corporate Services September 1997 - August 2000
Aegis Consumer Funding Group June 1992 - September 1997
Aegis Finance March 1990 - June 1992
Morgan Stanley January 1989 - February 1990
Donaldson, Lufkin & Jenrette February 1986 - January 1989
Goldman Sachs September 1973 - February 1986
Skills
Strategic Planning, Start-ups, Microsoft Office, Mergers & Acquisitions, New Business Development, Business Development, Business Strategy, Business Planning, Contract Negotiation, Due Diligence, Entrepreneurship, Small Business, Investments, Executive Management, Real Estate, Management, Team Building, Customer Service, Marketing Strategy, Portfolio Management
Education
Pace University - Lubin School of Business 1982 — 1984
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
GCA Trading LLC June 2012 - Present
Riverside Corporate Services September 2008 - June 2012
Ellington Management Group September 2000 - September 2008
Riverside Corporate Services September 1997 - August 2000
Aegis Consumer Funding Group June 1992 - September 1997
Aegis Finance March 1990 - June 1992
Morgan Stanley January 1989 - February 1990
Donaldson, Lufkin & Jenrette February 1986 - January 1989
Goldman Sachs September 1973 - February 1986
Skills
Strategic Planning, Start-ups, Microsoft Office, Mergers & Acquisitions, New Business Development, Business Development, Business Strategy, Business Planning, Contract Negotiation, Due Diligence, Entrepreneurship, Small Business, Investments, Executive Management, Real Estate, Management, Team Building, Customer Service, Marketing Strategy, Portfolio Management
Education
Pace University - Lubin School of Business 1982 — 1984
Master of Business Administration (MBA), Banking, Corporate, Finance, and Securities Law
Jennifer Krempasky's Donaldson, Lufkin & Jenrette Experience May 1994 - 1996
Job Tech Ops. Analyst at JPMorgan Chase & Co.
Industry Computer & Network Security
Experience
Rutger's Event Staff September 2011 - Present
Franklin Township Parks & Recreation 2005 - Present
JP Morgan Chase & Co. March 2000 - Present
JPMorgan Chase & Co. March 1998 - Present
JPMorgan Chase March 1998 - March 2000
Nomura Securities 1996 - 1998
Donaldson, Lufkin & Jenrette May 1994 - 1996
Skills
Technical Support, Network Administration, Active Directory, Disaster Recovery, Program Management, Management, Lotus Notes, Windows, System Administration, SharePoint, Windows 7, Time Management, Hardware, Servers, Networking, Software Installation, Windows Server, Computer Hardware, VPN, Laptops, Troubleshooting
Education
Raritan Valley Community College 2000 — 2014
Associates in Education, Education
Rutger's Event Staff September 2011 - Present
Franklin Township Parks & Recreation 2005 - Present
JP Morgan Chase & Co. March 2000 - Present
JPMorgan Chase & Co. March 1998 - Present
JPMorgan Chase March 1998 - March 2000
Nomura Securities 1996 - 1998
Donaldson, Lufkin & Jenrette May 1994 - 1996
Skills
Technical Support, Network Administration, Active Directory, Disaster Recovery, Program Management, Management, Lotus Notes, Windows, System Administration, SharePoint, Windows 7, Time Management, Hardware, Servers, Networking, Software Installation, Windows Server, Computer Hardware, VPN, Laptops, Troubleshooting
Education
Raritan Valley Community College 2000 — 2014
Associates in Education, Education
Bill Amatuzzo, CFP, CRPC, CLU, MBA's Donaldson, Lufkin & Jenrette Experience March 1998 - September 2000
Job Amatuzzo Magnani Private Wealth Management
Industry Financial Services
Experience
Amatuzzo Magnani Wealth Management, Ameriprise Financial Services, Inc. November 2002 - Present
Credit Suisse September 2000 - May 2002
Donaldson, Lufkin & Jenrette March 1998 - September 2000
Salomon Brothers September 1983 - February 1998
Education
Pace University - Lubin School of Business 1981 — 1983
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1977 — 1981
BBA, Accounting
Amatuzzo Magnani Wealth Management, Ameriprise Financial Services, Inc. November 2002 - Present
Credit Suisse September 2000 - May 2002
Donaldson, Lufkin & Jenrette March 1998 - September 2000
Salomon Brothers September 1983 - February 1998
Education
Pace University - Lubin School of Business 1981 — 1983
MBA, Finance
Pace University-Pleasantville/Briarcliff Campus 1977 — 1981
BBA, Accounting
Rick Deitch's Donaldson, Lufkin & Jenrette Experience 1990 - 2000
Job Private Equity Investor
Industry Investment Management
Experience
RSR Finance, LLC 2003 - Present
SG Cowen September 2000 - April 2003
Donaldson, Lufkin & Jenrette 1990 - 2000
DLJ 1990 - 2000
Skills
Investments, Investment Banking, Finance, Management, Outsourcing, Banking, Data Center, Private Equity, Venture Capital, Valuation, IT Service Management, Financial Modeling, Mergers & Acquisitions, Equities, Due Diligence, Corporate Development, Alternative Investments, Capital Markets, Corporate Finance, LBO, Start-ups, Private Placements
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Entrepreneurial Management, Finance
Rose-Hulman Institute of Technology 1981 — 1985
BS, Double Major: Economics/Chemical Eng.
RSR Finance, LLC 2003 - Present
SG Cowen September 2000 - April 2003
Donaldson, Lufkin & Jenrette 1990 - 2000
DLJ 1990 - 2000
Skills
Investments, Investment Banking, Finance, Management, Outsourcing, Banking, Data Center, Private Equity, Venture Capital, Valuation, IT Service Management, Financial Modeling, Mergers & Acquisitions, Equities, Due Diligence, Corporate Development, Alternative Investments, Capital Markets, Corporate Finance, LBO, Start-ups, Private Placements
Education
University of Pennsylvania - The Wharton School 1989 — 1991
MBA, Entrepreneurial Management, Finance
Rose-Hulman Institute of Technology 1981 — 1985
BS, Double Major: Economics/Chemical Eng.
Nick Nikolic's Donaldson, Lufkin & Jenrette Experience October 1996 - June 1999
Job Executive Director at JPMorgan
Industry Investment Banking
Experience
JP Morgan April 2004 - Present
Credit Suisse First Boston December 2002 - April 2004
UBS Investment Bank August 2002 - December 2002
Credit Suisse First Boston June 1999 - June 2001
Donaldson, Lufkin & Jenrette October 1996 - June 1999
Skills
Capital Markets, Fixed Income, Equities, Roadshows, Investment Banking, Investments, Leveraged Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor's
JP Morgan April 2004 - Present
Credit Suisse First Boston December 2002 - April 2004
UBS Investment Bank August 2002 - December 2002
Credit Suisse First Boston June 1999 - June 2001
Donaldson, Lufkin & Jenrette October 1996 - June 1999
Skills
Capital Markets, Fixed Income, Equities, Roadshows, Investment Banking, Investments, Leveraged Finance
Education
Rutgers, The State University of New Jersey-New Brunswick 1991 — 1995
Bachelor's
Jennie Zhen's Donaldson, Lufkin & Jenrette Experience 1989 - 2000
Job AVP at Credit Suisse
Industry Information Technology and Services
Experience
Credit Suisse 2000 - 2012
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Sybase, Oracle, Informatica, Unix Shell Scripting
Education
New York University
Bachelor's degree, Computer Science
Credit Suisse 2000 - 2012
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Sybase, Oracle, Informatica, Unix Shell Scripting
Education
New York University
Bachelor's degree, Computer Science
Frances McCusker's Donaldson, Lufkin & Jenrette Experience 1989 - 2000
Job Professional
Industry Financial Services
Experience
Elementary School 2012 - June 2014
UBS 2010 - 2012
Elementary School 2008 - 2011
Nursery School 2006 - 2007
ABN AMRO Bank N.V. 2001 - 2002
ING Barings 2000 - 2001
Donaldson, Lufkin & Jenrette 1989 - 2000
Education
New York University 1985 — 1989
Bachelor's Degree, Communication, Journalism, and Related Programs
Elementary School 2012 - June 2014
UBS 2010 - 2012
Elementary School 2008 - 2011
Nursery School 2006 - 2007
ABN AMRO Bank N.V. 2001 - 2002
ING Barings 2000 - 2001
Donaldson, Lufkin & Jenrette 1989 - 2000
Education
New York University 1985 — 1989
Bachelor's Degree, Communication, Journalism, and Related Programs
Diane DeMatteis's Donaldson, Lufkin & Jenrette Experience 1990 - 1999
Job Sr. Executive Administrative Assistant at Spirent Communications, Inc.
Industry Executive Office
Experience
Spirent Communications, Inc. July 2004 - Present
Donaldson, Lufkin & Jenrette 1990 - 1999
Education
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Science (BS), Marketing
Spirent Communications, Inc. July 2004 - Present
Donaldson, Lufkin & Jenrette 1990 - 1999
Education
Pace University - Lubin School of Business 1982 — 1986
Bachelor of Science (BS), Marketing
Richard More's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Director at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch May 2006 - Present
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Trading Systems, Derivatives, Risk Management, Market Data, Fixed Income, Capital Markets, Options, Electronic Trading, Investment Banking, Unix, Equities, Agile Methodologies, Equity Valuation, Equity Derivatives
Education
Rochester Institute of Technology 1986 — 1991
B.S, Computer Science
Merrill Lynch May 2006 - Present
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Trading Systems, Derivatives, Risk Management, Market Data, Fixed Income, Capital Markets, Options, Electronic Trading, Investment Banking, Unix, Equities, Agile Methodologies, Equity Valuation, Equity Derivatives
Education
Rochester Institute of Technology 1986 — 1991
B.S, Computer Science
Jun Boykin's Donaldson, Lufkin & Jenrette Experience 1995 - 1997
Job Senior Director at Oppenheimer Asset Management
Industry Investment Management
Experience
Oppenheimer Asset Management February 2012 - Present
Emerging Managers Group October 2011 - January 2012
Oppenheimer Asset Management 2005 - September 2011
Rochdale Investment Management 2000 - 2005
Berger & Associates LLC 1997 - 2000
Donaldson, Lufkin & Jenrette 1995 - 1997
Education
Pepperdine University
Bachelors of Science, Business Adminstration
Oppenheimer Asset Management February 2012 - Present
Emerging Managers Group October 2011 - January 2012
Oppenheimer Asset Management 2005 - September 2011
Rochdale Investment Management 2000 - 2005
Berger & Associates LLC 1997 - 2000
Donaldson, Lufkin & Jenrette 1995 - 1997
Education
Pepperdine University
Bachelors of Science, Business Adminstration
Doug Gilbert's Donaldson, Lufkin & Jenrette Experience July 1990 - October 2002
Job Partnerships Patent Navigation
Industry Computer Software
Experience
Patent Navigation Inc. March 2015 - Present
Gametime United November 2013 - November 2014
Credit-Suisse 2011 - November 2013
Bear Stearns October 2002 - June 2004
Donaldson, Lufkin & Jenrette July 1990 - October 2002
Merrill Lynch August 1984 - June 1990
Skills
Patents, Strategic Partnerships, Venture Financing, Event Ticketing, Money Management
Education
San Diego State University-California State University 1980 — 1983
Bachelor of Science (BS), Finance/English (Double Major)
Patent Navigation Inc. March 2015 - Present
Gametime United November 2013 - November 2014
Credit-Suisse 2011 - November 2013
Bear Stearns October 2002 - June 2004
Donaldson, Lufkin & Jenrette July 1990 - October 2002
Merrill Lynch August 1984 - June 1990
Skills
Patents, Strategic Partnerships, Venture Financing, Event Ticketing, Money Management
Education
San Diego State University-California State University 1980 — 1983
Bachelor of Science (BS), Finance/English (Double Major)
Vinny Hau's Donaldson, Lufkin & Jenrette Experience 1990 - 2006
Job DBA at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2008 - Present
Morgan Stanley September 2006 - June 2008
Credit Suisse 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1990 - 2006
DLJ 1990 - 2006
Donaldson, Lufkin & Jenrette 1990 - 2006
Skills
Trading Systems
Education
Rochester Institute of Technology 1977 — 1982
Bachelor of Science (B.S.), Computer Science
Brown Brothers Harriman June 2008 - Present
Morgan Stanley September 2006 - June 2008
Credit Suisse 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1990 - 2006
DLJ 1990 - 2006
Donaldson, Lufkin & Jenrette 1990 - 2006
Skills
Trading Systems
Education
Rochester Institute of Technology 1977 — 1982
Bachelor of Science (B.S.), Computer Science
Graham Galvin's Donaldson, Lufkin & Jenrette Experience March 2000 - November 2000
Job InShapeMD Medical Clinic
Industry Medical Practice
Experience
InShapeMD Ballantyne Medical Clinic December 2012 - Present
Brothers Galleon May 2007 - October 2012
NYU Medical Center July 2005 - July 2007
Credit Suisse First Boston November 2000 - August 2002
Donaldson, Lufkin & Jenrette March 2000 - November 2000
Skills
Healthcare, Leadership, Financial Analysis, Corporate Finance, Data Analysis, Asset Managment, Finance, b2b sales, Operations Management, Sales Presentations, Building Relationships, Product Development, Product Launch, Territory Development, Account Management, Management, Marketing, Strategic Planning, Sales, Customer Service, Business Development, Hospitals, Healthcare Management, Team Building, Team Leadership, Recruiting, New Business Development, Social Media, Healthcare Industry, Financial Services, Physician Relations, Pricing, Microsoft Word, Analysis, Budgets, Retail, Healthcare Consulting, Physicians, Process Improvement, Revenue Cycle, Revenue Cycle Management, Managed Care, EHR, Contract Negotiation, Sales Process, Advertising, Cross-functional Team..., Accounting, EMR, Healthcare Information...
Education
Seton Hall University 2004 — 2006
MHA, Master of Health Administration
University of Massachusetts, Amherst 2002 — 2004
MBA, Operations & Finance
University of Massachusetts, Amherst 1994 — 1999
BS, Management
Hopkins Academy 1990 — 1993
College prep, College prep
Hopkins Academy
High school diploma
Hopkins Academy
InShapeMD Ballantyne Medical Clinic December 2012 - Present
Brothers Galleon May 2007 - October 2012
NYU Medical Center July 2005 - July 2007
Credit Suisse First Boston November 2000 - August 2002
Donaldson, Lufkin & Jenrette March 2000 - November 2000
Skills
Healthcare, Leadership, Financial Analysis, Corporate Finance, Data Analysis, Asset Managment, Finance, b2b sales, Operations Management, Sales Presentations, Building Relationships, Product Development, Product Launch, Territory Development, Account Management, Management, Marketing, Strategic Planning, Sales, Customer Service, Business Development, Hospitals, Healthcare Management, Team Building, Team Leadership, Recruiting, New Business Development, Social Media, Healthcare Industry, Financial Services, Physician Relations, Pricing, Microsoft Word, Analysis, Budgets, Retail, Healthcare Consulting, Physicians, Process Improvement, Revenue Cycle, Revenue Cycle Management, Managed Care, EHR, Contract Negotiation, Sales Process, Advertising, Cross-functional Team..., Accounting, EMR, Healthcare Information...
Education
Seton Hall University 2004 — 2006
MHA, Master of Health Administration
University of Massachusetts, Amherst 2002 — 2004
MBA, Operations & Finance
University of Massachusetts, Amherst 1994 — 1999
BS, Management
Hopkins Academy 1990 — 1993
College prep, College prep
Hopkins Academy
High school diploma
Hopkins Academy
Brian Zalaznick's Donaldson, Lufkin & Jenrette Experience January 1999 - March 2001
Job Proprietor at Angel Camp Vineyard
Industry Financial Services
Experience
Angel Camp Vineyard July 2015 - Present
Wells Fargo Securities June 2010 - June 2015
Angel Camp Vineyard November 2009 - June 2010
Barclays Global Investors January 2002 - October 2009
Donaldson, Lufkin & Jenrette January 1999 - March 2001
Skills
Hedge Funds, Fixed Income, Asset Managment, Portfolio Management, Equities, Capital Markets, Bonds, Investments, MBS, Structured Finance, Derivatives, Trading, High Yield, Asset Management
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance and Marketing
Tufts University 1981 — 1985
BA, Economics
Angel Camp Vineyard July 2015 - Present
Wells Fargo Securities June 2010 - June 2015
Angel Camp Vineyard November 2009 - June 2010
Barclays Global Investors January 2002 - October 2009
Donaldson, Lufkin & Jenrette January 1999 - March 2001
Skills
Hedge Funds, Fixed Income, Asset Managment, Portfolio Management, Equities, Capital Markets, Bonds, Investments, MBS, Structured Finance, Derivatives, Trading, High Yield, Asset Management
Education
Northwestern University - Kellogg School of Management 1988 — 1990
MBA, Finance and Marketing
Tufts University 1981 — 1985
BA, Economics
Reed F Welch's Donaldson, Lufkin & Jenrette Experience January 1995 - January 2003
Job Raymond James, Managing Director, Health Care Software & Softwareenabled Services
Industry Investment Banking
Experience
Raymond James Financial December 2003 - Present
Donaldson, Lufkin & Jenrette January 1995 - January 2003
Kidder Peabody July 1992 - December 1994
Skills
Equities, Finance, Mergers, Due Diligence, Valuation, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Financial Modeling, Investments, Venture Capital, Comedy
Education
Ohio Wesleyan University 1988 — 1992
Bachelor of Arts (BA), International Business
Raymond James Financial December 2003 - Present
Donaldson, Lufkin & Jenrette January 1995 - January 2003
Kidder Peabody July 1992 - December 1994
Skills
Equities, Finance, Mergers, Due Diligence, Valuation, Private Equity, Investment Banking, Financial Analysis, Corporate Finance, Financial Modeling, Investments, Venture Capital, Comedy
Education
Ohio Wesleyan University 1988 — 1992
Bachelor of Arts (BA), International Business
Nick Frelinghuysen's Donaldson, Lufkin & Jenrette Experience February 1993 - June 1997
Job Principal at Eagle Ridge Investment Management LLC
Industry
Experience
Eagle Ridge Investment Management LLC January 2010 - Present
Allianz Global Investors - Oppenheimer Capital August 1999 - June 2009
Allianz Global Investors Capital 1999 - 2009
Donaldson, Lufkin & Jenrette February 1993 - June 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Princeton University 1988 — 1992
B.A. English
Eagle Ridge Investment Management LLC January 2010 - Present
Allianz Global Investors - Oppenheimer Capital August 1999 - June 2009
Allianz Global Investors Capital 1999 - 2009
Donaldson, Lufkin & Jenrette February 1993 - June 1997
Education
University of Pennsylvania - The Wharton School 1997 — 1999
MBA, Finance
Princeton University 1988 — 1992
B.A. English
Danielle Zumatto-Moten's Donaldson, Lufkin & Jenrette Experience September 1998 - July 2000
Job Executive Administrator at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey June 2008 - Present
Bear Stearns February 2005 - June 2008
Clarfeld Financial Advisors June 2003 - July 2004
Credit Suisse July 2000 - July 2002
Donaldson, Lufkin & Jenrette September 1998 - July 2000
MediaAmerica 1996 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Event Management, Office Management, Editing, Administrative..., Administrative..., Time Management
Education
Queens College 1993 — 1995
Houlihan Lokey June 2008 - Present
Bear Stearns February 2005 - June 2008
Clarfeld Financial Advisors June 2003 - July 2004
Credit Suisse July 2000 - July 2002
Donaldson, Lufkin & Jenrette September 1998 - July 2000
MediaAmerica 1996 - 1998
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Photoshop, English, Outlook, Windows, Budgets, Event Management, Office Management, Editing, Administrative..., Administrative..., Time Management
Education
Queens College 1993 — 1995
Kathryn Paulsen Gill's Donaldson, Lufkin & Jenrette Experience February 1997 - June 1999
Job Global Training and Communications Director AML/KYC
Industry Financial Services
Experience
Citi June 2013 - Present
Citi October 2011 - June 2013
Citi October 2010 - October 2011
Citi August 2005 - October 2010
Citi July 1999 - August 2005
Donaldson, Lufkin & Jenrette February 1997 - June 1999
Skills
Program Management, Training, Project Management, Executive Coaching, Communication, Financial Regulation, Writing, Global Human Resources..., Change Management, Re-engineering..., Multi-cultural Team..., AML, KYC, Technical Writing, Process Improvement, Recruiting, Employee Relations, SDLC, Leadership, Human Resources, Organizational..., Succession Planning, Performance Management, Business Analysis, Risk Management, Talent Management, Onboarding, Vendor Management, Employee Training, Workshop Facilitation, Coaching
Education
Randolph College
BA, English Literature
Citi June 2013 - Present
Citi October 2011 - June 2013
Citi October 2010 - October 2011
Citi August 2005 - October 2010
Citi July 1999 - August 2005
Donaldson, Lufkin & Jenrette February 1997 - June 1999
Skills
Program Management, Training, Project Management, Executive Coaching, Communication, Financial Regulation, Writing, Global Human Resources..., Change Management, Re-engineering..., Multi-cultural Team..., AML, KYC, Technical Writing, Process Improvement, Recruiting, Employee Relations, SDLC, Leadership, Human Resources, Organizational..., Succession Planning, Performance Management, Business Analysis, Risk Management, Talent Management, Onboarding, Vendor Management, Employee Training, Workshop Facilitation, Coaching
Education
Randolph College
BA, English Literature
David Scaramucci's Donaldson, Lufkin & Jenrette Experience February 1991 - December 1998
Job Owner, Crownbridge Asset Management
Industry Financial Services
Experience
Crownbridge Asset Management January 1999 - Present
Donaldson, Lufkin & Jenrette February 1991 - December 1998
UBS February 1990 - January 1991
Drexel Burnham Lambert September 1988 - February 1990
Education
New York University 1985 — 1987
M.B.A., Marketing and Finance
Tufts University 1979 — 1983
B.S. Electrical Engineering, Engineering
Crownbridge Asset Management January 1999 - Present
Donaldson, Lufkin & Jenrette February 1991 - December 1998
UBS February 1990 - January 1991
Drexel Burnham Lambert September 1988 - February 1990
Education
New York University 1985 — 1987
M.B.A., Marketing and Finance
Tufts University 1979 — 1983
B.S. Electrical Engineering, Engineering
LOUIS BUFFALINO's Donaldson, Lufkin & Jenrette Experience 2001 - 2002
Job SVP at CUSHMAN & WAKEFIELD
Industry Commercial Real Estate
Experience
Cushman & Wakefield (Formerly DTZ) September 2012 - Present
Jones Lang LaSalle 2009 - 2012
CBRE 1992 - 2009
Donaldson, Lufkin & Jenrette 2001 - 2002
BNY Mellon 1998 - 1998
Cushman & Wakefield 1982 - 1989
Skills
Leases, Real Estate Development, Brokerage, Lease Negotiations, Real Estate Economics, Real Estate, Lease Administration, Commercial Real Estate, Real Estate Transactions, Asset Management, Due Diligence, Investment Properties, Valuation, Investments, Corporate Real Estate, Facilities Management, Tenant, Disposition, Location Intelligence, Property Management, Landlords, Tenant Representation, Investors, Dispositions
Education
Providence College 1974 — 1977
BA, Political Science
Providence College
Cushman & Wakefield (Formerly DTZ) September 2012 - Present
Jones Lang LaSalle 2009 - 2012
CBRE 1992 - 2009
Donaldson, Lufkin & Jenrette 2001 - 2002
BNY Mellon 1998 - 1998
Cushman & Wakefield 1982 - 1989
Skills
Leases, Real Estate Development, Brokerage, Lease Negotiations, Real Estate Economics, Real Estate, Lease Administration, Commercial Real Estate, Real Estate Transactions, Asset Management, Due Diligence, Investment Properties, Valuation, Investments, Corporate Real Estate, Facilities Management, Tenant, Disposition, Location Intelligence, Property Management, Landlords, Tenant Representation, Investors, Dispositions
Education
Providence College 1974 — 1977
BA, Political Science
Providence College
John O'Donnell, PMP's Donaldson, Lufkin & Jenrette Experience 1990 - 1995
Job Project Manager Consultant at Daiichi Sankyo
Industry Pharmaceuticals
Experience
Daiichi Sankyo 2010 - Present
SCHERING-PLOUGH CORPORATION 2001 - 2010
Hoffmann-La Roche 1996 - 2001
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA 1995 - 1996
Donaldson, Lufkin & Jenrette 1990 - 1995
Skills
Project Management, Pharmaceutical Industry, Computer System..., SDLC, Change Control, 21 CFR Part 11, MS Project, Microsoft Office, Visio, IIS, C++, Outlook, C, Pascal, VMware Infrastructure, Microsoft SQL Server, Assembler, Disaster Recovery, FDA, Strategy, Windows Server, Cross-functional Team..., Servers, ITIL, Project Portfolio..., Change Management, SharePoint, Management, Networking, IT Strategy, Project Planning, Vendor Management, IT Management, PMP, Infrastructure, PMO, Integration, GxP, Quality Assurance, Leadership, Technical Support, IT Service Management, Information Technology, Enterprise Architecture, Resource Management, Requirements Analysis, Business Process, Business Analysis, Software Project...
Education
Pace University
MS, Computer Science
State University of New York College at Plattsburgh
BA
Daiichi Sankyo 2010 - Present
SCHERING-PLOUGH CORPORATION 2001 - 2010
Hoffmann-La Roche 1996 - 2001
THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA 1995 - 1996
Donaldson, Lufkin & Jenrette 1990 - 1995
Skills
Project Management, Pharmaceutical Industry, Computer System..., SDLC, Change Control, 21 CFR Part 11, MS Project, Microsoft Office, Visio, IIS, C++, Outlook, C, Pascal, VMware Infrastructure, Microsoft SQL Server, Assembler, Disaster Recovery, FDA, Strategy, Windows Server, Cross-functional Team..., Servers, ITIL, Project Portfolio..., Change Management, SharePoint, Management, Networking, IT Strategy, Project Planning, Vendor Management, IT Management, PMP, Infrastructure, PMO, Integration, GxP, Quality Assurance, Leadership, Technical Support, IT Service Management, Information Technology, Enterprise Architecture, Resource Management, Requirements Analysis, Business Process, Business Analysis, Software Project...
Education
Pace University
MS, Computer Science
State University of New York College at Plattsburgh
BA
Gwen Coleman's Donaldson, Lufkin & Jenrette Experience April 1998 - December 2000
Job Business Support Lead at US Trust
Industry Financial Services
Experience
US Trust Bank of America Private Wealth Management January 2004 - Present
Bank of America Securities December 2000 - December 2003
Donaldson, Lufkin & Jenrette April 1998 - December 2000
Education
UC Santa Cruz 1987 — 1991
Bachelor of Arts (B.A.), Literature
San Francisco State University
International Relations and Affairs
US Trust Bank of America Private Wealth Management January 2004 - Present
Bank of America Securities December 2000 - December 2003
Donaldson, Lufkin & Jenrette April 1998 - December 2000
Education
UC Santa Cruz 1987 — 1991
Bachelor of Arts (B.A.), Literature
San Francisco State University
International Relations and Affairs
Rita Argueso's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Assistant Vice President Compliance @ Warburg Pincus.com
Industry Venture Capital & Private Equity
Experience
Warburg Pincus May 2011 - Present
Warburg Pincus August 2005 - May 2011
Donaldson, Lufkin & Jenrette 1996 - 2000
Cunard Line June 1988 - April 1991
Union Data Service Center July 1984 - April 1987
Skills
Strategy, Corporate Finance, Financial Modeling, Management, Financial Analysis, Investments
Education
Pace University
Warburg Pincus May 2011 - Present
Warburg Pincus August 2005 - May 2011
Donaldson, Lufkin & Jenrette 1996 - 2000
Cunard Line June 1988 - April 1991
Union Data Service Center July 1984 - April 1987
Skills
Strategy, Corporate Finance, Financial Modeling, Management, Financial Analysis, Investments
Education
Pace University
Richard A. Vader's Donaldson, Lufkin & Jenrette Experience 1990 - 1992
Job Griffin Financial Group LLC
Industry Investment Banking
Experience
Griffin Financial Group, LLC 2008 - Present
NJIT - New Jersey Institute of Technology 2006 - 2011
Logos Financial Advisors LLC 2006 - 2008
McColl Partners LLC 2004 - 2007
Advest, Inc 1998 - 2003
Alex Sheshunoff & Co., Incorporated 1996 - 1998
The Trust Company Bancorporation 1993 - 1995
Donaldson, Lufkin & Jenrette 1990 - 1992
The First Boston Corporation 1987 - 1990
Kidder, Peabody & Co., Incorporated 1981 - 1987
Skills
Private Equity, Banking, Investment Banking, Securities, Corporate Finance, Economics, Valuation, Risk Management, Mergers, Structured Finance, Managerial Finance, Capital Markets, Financial Institutions, Corporate Development, Corporate Law, Business Strategy, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Due Diligence, Investments, Fixed Income, Equities, Venture Capital, Finance, Asset Management, Bloomberg, Financial Structuring, Financial Advisory, Financial Analysis, Financial Services, Business Valuation
Education
Rutgers Graduate School of Business 1974 — 1976
MBA, Financial Management
Rutgers, The State University of New Jersey-Newark 1970 — 1974
BA, Political Science, Economics
Griffin Financial Group, LLC 2008 - Present
NJIT - New Jersey Institute of Technology 2006 - 2011
Logos Financial Advisors LLC 2006 - 2008
McColl Partners LLC 2004 - 2007
Advest, Inc 1998 - 2003
Alex Sheshunoff & Co., Incorporated 1996 - 1998
The Trust Company Bancorporation 1993 - 1995
Donaldson, Lufkin & Jenrette 1990 - 1992
The First Boston Corporation 1987 - 1990
Kidder, Peabody & Co., Incorporated 1981 - 1987
Skills
Private Equity, Banking, Investment Banking, Securities, Corporate Finance, Economics, Valuation, Risk Management, Mergers, Structured Finance, Managerial Finance, Capital Markets, Financial Institutions, Corporate Development, Corporate Law, Business Strategy, Mergers & Acquisitions, Portfolio Management, Financial Modeling, Due Diligence, Investments, Fixed Income, Equities, Venture Capital, Finance, Asset Management, Bloomberg, Financial Structuring, Financial Advisory, Financial Analysis, Financial Services, Business Valuation
Education
Rutgers Graduate School of Business 1974 — 1976
MBA, Financial Management
Rutgers, The State University of New Jersey-Newark 1970 — 1974
BA, Political Science, Economics
Jonathan Basile's Donaldson, Lufkin & Jenrette Experience June 1998 - October 2000
Job Head of Business Cycle Research at AIG
Industry Financial Services
Experience
AIG February 2014 - Present
Credit Suisse October 2000 - November 2013
Donaldson, Lufkin & Jenrette June 1998 - October 2000
HSBC Securities June 1991 - March 1998
Skills
Fixed Income, Economics, Financial Markets, Econometrics, Financial Modeling, Bloomberg, Macroeconomics, Equities, Finance, Portfolio Management, Hedge Funds, Economic Research, Risk Management, Investments, Financial Services, Bonds, Time Series Analysis, Structured Products
Education
Princeton University 1987 — 1991
Bachelor of Arts (BA), Economics
AIG February 2014 - Present
Credit Suisse October 2000 - November 2013
Donaldson, Lufkin & Jenrette June 1998 - October 2000
HSBC Securities June 1991 - March 1998
Skills
Fixed Income, Economics, Financial Markets, Econometrics, Financial Modeling, Bloomberg, Macroeconomics, Equities, Finance, Portfolio Management, Hedge Funds, Economic Research, Risk Management, Investments, Financial Services, Bonds, Time Series Analysis, Structured Products
Education
Princeton University 1987 — 1991
Bachelor of Arts (BA), Economics
Tinyee Chang's Donaldson, Lufkin & Jenrette Experience April 1993 - June 1995
Job Manager of IT Infrastructure at Credit Agricole CIB
Industry Banking
Experience
Credit Agricole CIB September 1997 - Present
Merrill Lynch June 1995 - September 1997
Donaldson, Lufkin & Jenrette April 1993 - June 1995
Skills
Unix, SQL, Oracle, Business Analysis, Microsoft SQL Server, XML, Requirements Analysis, Java, SDLC, Software Project..., Linux, Databases, Software Development, PL/SQL, Solaris, Disaster Recovery, Integration, Performance Tuning
Education
Pace University-New York 1985 — 1986
Master of Science (M.S.), Computer Science
Chung-Yuan Christian University 1977 — 1981
Bachelor of Science (B.S.), Civil Engineering
Credit Agricole CIB September 1997 - Present
Merrill Lynch June 1995 - September 1997
Donaldson, Lufkin & Jenrette April 1993 - June 1995
Skills
Unix, SQL, Oracle, Business Analysis, Microsoft SQL Server, XML, Requirements Analysis, Java, SDLC, Software Project..., Linux, Databases, Software Development, PL/SQL, Solaris, Disaster Recovery, Integration, Performance Tuning
Education
Pace University-New York 1985 — 1986
Master of Science (M.S.), Computer Science
Chung-Yuan Christian University 1977 — 1981
Bachelor of Science (B.S.), Civil Engineering
Bob Wittman's Donaldson, Lufkin & Jenrette Experience June 1988 - November 1996
Job Head of Agency Evaluations at ThomsonReuters
Industry Financial Services
Experience
ThomsonReuters March 2001 - Present
Schonfeld Securities September 1997 - March 2001
Dillon Read & Co. November 1996 - September 1997
Donaldson, Lufkin & Jenrette June 1988 - November 1996
L.F.Rothschild March 1987 - June 1988
Manufacturers Hanover Trust October 1982 - March 1987
Education
Old Dominion University 1976 — 1980
ThomsonReuters March 2001 - Present
Schonfeld Securities September 1997 - March 2001
Dillon Read & Co. November 1996 - September 1997
Donaldson, Lufkin & Jenrette June 1988 - November 1996
L.F.Rothschild March 1987 - June 1988
Manufacturers Hanover Trust October 1982 - March 1987
Education
Old Dominion University 1976 — 1980
Ken DeRobertis's Donaldson, Lufkin & Jenrette Experience January 1996 - August 2000
Job Project Manager/Senior Developer at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse August 2000 - Present
Donaldson, Lufkin & Jenrette January 1996 - August 2000
Moody's Investors Service March 1992 - January 1996
New York County District Attorney's Office September 1988 - March 1992
Skills
Requirements Analysis, Sybase, SDLC, Microsoft SQL Server, XML, Database Design, Agile Methodologies, Enterprise Architecture, PL/SQL, Oracle, SQL, Fixed Income, Agile Project Management, SOA, Unix, Unix Shell Scripting, Investment Banking, Databases, Equities, Integration, Software Development, Requirements Gathering, .NET, IT Strategy, IT Management, Scrum, Web Services, SharePoint, Waterfall, Visual Studio, Visual Basic, Business Requirements, Programming, Release Management, TCO reduction, Mobile Applications, PMO
Education
Monsignor McClancy Memorial High School
St. John's University
B.S., Computer Science
Credit Suisse August 2000 - Present
Donaldson, Lufkin & Jenrette January 1996 - August 2000
Moody's Investors Service March 1992 - January 1996
New York County District Attorney's Office September 1988 - March 1992
Skills
Requirements Analysis, Sybase, SDLC, Microsoft SQL Server, XML, Database Design, Agile Methodologies, Enterprise Architecture, PL/SQL, Oracle, SQL, Fixed Income, Agile Project Management, SOA, Unix, Unix Shell Scripting, Investment Banking, Databases, Equities, Integration, Software Development, Requirements Gathering, .NET, IT Strategy, IT Management, Scrum, Web Services, SharePoint, Waterfall, Visual Studio, Visual Basic, Business Requirements, Programming, Release Management, TCO reduction, Mobile Applications, PMO
Education
Monsignor McClancy Memorial High School
St. John's University
B.S., Computer Science
Kristen Ontiveros's Donaldson, Lufkin & Jenrette Experience 1995 - 1999
Job Owner, Aurora Property Services
Industry Real Estate
Experience
Aurora Property Services Project ManagerMonster Worldwide2001 - 2006
Jobtrak 1999 - 2001
Donaldson, Lufkin & Jenrette 1995 - 1999
Skills
Customer Service, Entrepreneurship, New Business Development, Start-ups
Education
Pepperdine University 1991 — 1995
Bachelors, Political Science and Government
Aurora Property Services Project ManagerMonster Worldwide2001 - 2006
Jobtrak 1999 - 2001
Donaldson, Lufkin & Jenrette 1995 - 1999
Skills
Customer Service, Entrepreneurship, New Business Development, Start-ups
Education
Pepperdine University 1991 — 1995
Bachelors, Political Science and Government
Blackstock R.Jackson's Donaldson, Lufkin & Jenrette Experience 1993 - 2000
Job Director of Research
Industry Investment Banking
Experience
BMO Capital Markets 2003 - 2012
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Investment Banking, Capital Markets, Equities, Bloomberg, Valuation, Equity Valuation, Fixed Income, Capital IQ, High Yield, Financial Modeling, Derivatives, Hedge Funds
Education
Northwestern University - Kellogg School of Management
Masters of Management
Whitman College
Bachelor of Arts (B.A.), Economics
BMO Capital Markets 2003 - 2012
Donaldson, Lufkin & Jenrette 1993 - 2000
Skills
Investment Banking, Capital Markets, Equities, Bloomberg, Valuation, Equity Valuation, Fixed Income, Capital IQ, High Yield, Financial Modeling, Derivatives, Hedge Funds
Education
Northwestern University - Kellogg School of Management
Masters of Management
Whitman College
Bachelor of Arts (B.A.), Economics
Charlie Attlan's Donaldson, Lufkin & Jenrette Experience July 1999 - December 2000
Job Vice President, Head of Corporate Business Development and Portfolio, Boston Scientific
Industry Medical Devices
Experience
Boston Scientific March 2010 - Present
Credit Suisse December 2000 - February 2009
Donaldson, Lufkin & Jenrette July 1999 - December 2000
Bankers Trust / BT Alex Brown June 1993 - June 1999
Education
Princeton University 1989 — 1993
Bachelor of Arts, Economics
Roby
Boston Scientific March 2010 - Present
Credit Suisse December 2000 - February 2009
Donaldson, Lufkin & Jenrette July 1999 - December 2000
Bankers Trust / BT Alex Brown June 1993 - June 1999
Education
Princeton University 1989 — 1993
Bachelor of Arts, Economics
Roby
David Troyer's Donaldson, Lufkin & Jenrette Experience 1994 - 2000
Job Managing Director at The Seaport Group
Industry Investment Banking
Experience
The Seaport Group February 2013 - Present
Lazard Capital Markets February 2012 - Present
Credit Suisse 2000 - 2009
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
High Yield, Financial Analysis
Education
Rose-Hulman Institute of Technology
The Seaport Group February 2013 - Present
Lazard Capital Markets February 2012 - Present
Credit Suisse 2000 - 2009
Donaldson, Lufkin & Jenrette 1994 - 2000
Skills
High Yield, Financial Analysis
Education
Rose-Hulman Institute of Technology
Carmine Ricci's Donaldson, Lufkin & Jenrette Experience November 1994 - October 1997
Job Advanced Services Delivery Manager at Cisco Systems
Industry Computer Networking
Experience
Cisco Systems October 1997 - Present
Donaldson, Lufkin & Jenrette November 1994 - October 1997
Prudential Financial September 1991 - November 1994
Skills
Cisco Technologies, Unified Communications, Telecommunications, Strategic Planning, TCP/IP, Network Design, Project Management, IP, Switches, Routing, Network Architecture, Integration, Networking, MPLS, CCIE, Pre-sales, VoIP, QoS, WAN, BGP, OSPF, Management
Education
Polytechnic University 1982 — 1986
Bachelor of Science (B.S.), Computer Engineering
Cisco Systems October 1997 - Present
Donaldson, Lufkin & Jenrette November 1994 - October 1997
Prudential Financial September 1991 - November 1994
Skills
Cisco Technologies, Unified Communications, Telecommunications, Strategic Planning, TCP/IP, Network Design, Project Management, IP, Switches, Routing, Network Architecture, Integration, Networking, MPLS, CCIE, Pre-sales, VoIP, QoS, WAN, BGP, OSPF, Management
Education
Polytechnic University 1982 — 1986
Bachelor of Science (B.S.), Computer Engineering
Doug Strebel's Donaldson, Lufkin & Jenrette Experience 2000 - 2001
Job CEO at Black River Capital, LLC
Industry Oil & Energy
Experience
Black RIver Capital, LLC DirectorCredit Suisse2001 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2001
Shell 1998 - 2000
Education
University of Houston Law Center 1989 — 1991
JD
San Diego State University-California State University 1979 — 1982
Bachelor of Science (BS), Finance
Black RIver Capital, LLC DirectorCredit Suisse2001 - 2002
Donaldson, Lufkin & Jenrette 2000 - 2001
Shell 1998 - 2000
Education
University of Houston Law Center 1989 — 1991
JD
San Diego State University-California State University 1979 — 1982
Bachelor of Science (BS), Finance
Fran Rubinstein, MBA's Donaldson, Lufkin & Jenrette Experience May 1993 - November 1996
Job Financial Advisor/Financial Services Representative at MetLife
Industry Financial Services
Experience
MetLife January 2014 - Present
Wells Fargo Advisors, LLC September 2011 - January 2014
Morgan Stanley Smith Barney May 2008 - September 2011
Kaizen Media September 2006 - March 2008
Stanford Group Company May 2004 - March 2006
Ryan Beck & Co. June 1999 - February 2003
Southeast Research Partners October 1996 - July 1999
Donaldson, Lufkin & Jenrette May 1993 - November 1996
Neuberger Berman March 1986 - April 1993
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (MBA), Finance
State University of New York at Buffalo 1979 — 1983
Bachelor of Science (BS), Journalism & Communications
MetLife January 2014 - Present
Wells Fargo Advisors, LLC September 2011 - January 2014
Morgan Stanley Smith Barney May 2008 - September 2011
Kaizen Media September 2006 - March 2008
Stanford Group Company May 2004 - March 2006
Ryan Beck & Co. June 1999 - February 2003
Southeast Research Partners October 1996 - July 1999
Donaldson, Lufkin & Jenrette May 1993 - November 1996
Neuberger Berman March 1986 - April 1993
Education
Pace University - Lubin School of Business 1987 — 1990
Master of Business Administration (MBA), Finance
State University of New York at Buffalo 1979 — 1983
Bachelor of Science (BS), Journalism & Communications
Bill Heenan's Donaldson, Lufkin & Jenrette Experience January 1998 - September 2000
Job International Equities SalesTrader at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse October 2000 - Present
Donaldson, Lufkin & Jenrette January 1998 - September 2000
Kidder Peabody February 1993 - November 1994
Education
New York University 1981 — 1984
Bachelor of Science (B.S.), Finance
Stuyvesant H.S. 1977 — 1980
Credit Suisse October 2000 - Present
Donaldson, Lufkin & Jenrette January 1998 - September 2000
Kidder Peabody February 1993 - November 1994
Education
New York University 1981 — 1984
Bachelor of Science (B.S.), Finance
Stuyvesant H.S. 1977 — 1980
Timothy Langbein's Donaldson, Lufkin & Jenrette Experience June 1995 - February 1998
Job Senior Private Banker at The Private Client Reserve of U.S. Bank
Industry Banking
Experience
U.S. Bank May 2014 - Present
J.P. Morgan November 2004 - May 2014
JPMorgan Chase December 2002 - November 2004
AXA Financial February 1998 - December 2002
Donaldson, Lufkin & Jenrette June 1995 - February 1998
Skills
Wealth Management, Credit Analysis, Relationship Management, Private Banking, Mortgage Lending, Loans, Financial Services, Investment Banking, Cash Flow Lending, Leadership, Finance, Credit, Investments, Securities Lending, Construction Loans, Home Equity Loans, Credit Risk, Letters of Credit, Personal Financial..., Holistic Financial..., Real Estate Financing, Financial Advisory, Wealth, Portfolio Management
Education
New York University
Diploma in Credit Analysis, Credit
University of Scranton
Bachelor of Science (B.S.), Finance, General
U.S. Bank May 2014 - Present
J.P. Morgan November 2004 - May 2014
JPMorgan Chase December 2002 - November 2004
AXA Financial February 1998 - December 2002
Donaldson, Lufkin & Jenrette June 1995 - February 1998
Skills
Wealth Management, Credit Analysis, Relationship Management, Private Banking, Mortgage Lending, Loans, Financial Services, Investment Banking, Cash Flow Lending, Leadership, Finance, Credit, Investments, Securities Lending, Construction Loans, Home Equity Loans, Credit Risk, Letters of Credit, Personal Financial..., Holistic Financial..., Real Estate Financing, Financial Advisory, Wealth, Portfolio Management
Education
New York University
Diploma in Credit Analysis, Credit
University of Scranton
Bachelor of Science (B.S.), Finance, General
Sean Patrick Farrell's Donaldson, Lufkin & Jenrette Experience 1989 - 2000
Job Head of Intl & Domestic Sales Trading at Societe Generale , Americas
Industry Banking
Experience
Societe Generale January 2011 - Present
Collins Stewart January 2009 - January 2011
Merrill Lynch 2005 - 2009
Citi 2000 - 2005
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Investment Sales, Trading, Financial Markets, Management, Equity Sales, Banking, Electronic Trading, Equity Derivatives, Equities, Equity Trading, Portfolio Management, Investment Banking, Capital Markets, Hedge Funds, Bloomberg, Securities, Series 7, Trading Systems, Emerging Markets
Education
Siena College
Bachelor of Arts (BA), Business Administration and Management, General
Societe Generale January 2011 - Present
Collins Stewart January 2009 - January 2011
Merrill Lynch 2005 - 2009
Citi 2000 - 2005
Donaldson, Lufkin & Jenrette 1989 - 2000
Skills
Investment Sales, Trading, Financial Markets, Management, Equity Sales, Banking, Electronic Trading, Equity Derivatives, Equities, Equity Trading, Portfolio Management, Investment Banking, Capital Markets, Hedge Funds, Bloomberg, Securities, Series 7, Trading Systems, Emerging Markets
Education
Siena College
Bachelor of Arts (BA), Business Administration and Management, General
Edward Jones
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation