Donaldson, Lufkin & Jenrette

Industry: Investment company

Description

Donaldson, 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
Stuart Mayer Stuart Mayer West Palm Beach, Florida Area Details
Stuart Mayer's Donaldson, Lufkin & Jenrette Experience April 1990 - February 1992
Job Financial Services IT Consultant
Industry Information Technology and Services
Experience
Business Computing Inc.   May 1995 - Present
Federated Investors  October 2014 - May 2015
Alberta Investment Management Corporation (AIMCo)   November 2011 - December 2013
TPG-Axon Capital  2006 - September 2011
Deutsche Bank  2003 - 2006
MetLife  2002 - 2003
PricewaterhouseCoopers  1998 - 2002
Merrill Lynch  1992 - 1997
Donaldson, Lufkin & Jenrette   April 1990 - February 1992
NCR Corporation  1986 - 1990

Skills
Trading Systems, Microsoft SQL Server, Financial Services, Business Analysis, Fixed Income, Charles River IMS, C#, Hedge Funds, Equities, Derivatives, Java, Business Process, Project Management, Oracle, CRM, Electronic Trading, XML, Bloomberg, Portfolio Management, Blackberry applications, Oracle SQL, Beauchamp, Data Architecture, Data Analysis, Compliance, Options, Reference Data, Stored Procedures, Database Triggers, Objective-C, iOS development, Xcode, Message Queue, SDLC

Education
Stevens Institute of Technology   1987 — 1988
Master of Science (MS), Computer Science

State University of New York at Buffalo   1983 — 1986
Bachelor of Science (BS), Computer Science

warren woo warren woo Greater Los Angeles Area Details
warren woo's Donaldson, Lufkin & Jenrette Experience March 1990 - January 2000
Job Founding Partner at Breakaway Capital Partners Partners Fund, LP
Industry Investment Management
Experience
Breakaway Capital Partners Fund, LP   April 2014 - Present
Nashville Predators Hockey Club   2007 - Present
Breakaway Capital   March 2006 - Present
Monroe Capital Partners Fund   March 2011 - November 2014
Moelis & Company  April 2007 - April 2008
UBS Investment Bank  January 2000 - March 2006
Donaldson, Lufkin & Jenrette   March 1990 - January 2000
Drexel Burnham Lambert  August 1986 - February 1990

Education
Stanford University Graduate School of Business   1984 — 1986
Master of Business Administration (MBA), Finance, General

UCLA   1978 — 1982
Bachelor of Arts (BA), magna cum laude, Economics

Robert Immella, PMP Robert Immella, PMP New York, New York Details
Robert Immella, PMP's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job IT Infrastructure Manager at Cain Brothers & Company, LLC
Industry Investment Banking
Experience
Cain Brothers & Company, LLC   June 2014 - Present
Savills LLC   January 2008 - May 2014
UBS Investment Bank  July 2006 - January 2008
Compass Advisers, L.L.P.   July 2002 - June 2006
Credit Suisse First Boston  1999 - 2002
Donaldson, Lufkin & Jenrette   1996 - 2000
Donaldson, Lufkin & Jenrette   1996 - 1999

Skills
Microsoft Office, XP, Windows, Active Directory, VMware, Investment Banking, Excel, Problem Solving, IT Management, MIS, IT Strategy, Windows Server 2003, Servers, Windows Server, DNS, Virtualization, Mobile Devices, Mobile Device Management, Windows Mobile Devices, Vendor Management, Vendor Relationships, Data Center, Microsoft Excel, Disaster Recovery, Information Technology, Project Management, Networking, Technical Support, Infrastructure, Management, Business Continuity, Citrix, SharePoint, System Administration, Leadership, VMware Infrastructure, Mergers & Acquisitions, IT Service Management, Windows XP, Microsoft Technologies, Cloud Computing, VMware ESX, ITIL, PMP, Blackberry Enterprise..., Security, Troubleshooting, Microsoft Exchange, Windows 7, System Deployment

Education
St. Francis College   1994 — 1998
BS, Mathematics, 3.7 GPA

Technical Institute of America   2014 — 2014
MCSA - Microsoft Certified Systems Administrator, Information Technology

Technical Institute of America   2013 — 2013
Project Managment Professional (PMP), Project Management

Titlist Performance Institute   2009 — 2009
Golf Fitness Instructor Level 1, Physical Fitness Technician, Certified

World Instructor Training Schools   2008 — 2008
Personal Fitness Trainer, Physical Fitness Technician, Certified

Richard Paulson Richard Paulson Greater New York City Area Details
Richard Paulson's Donaldson, Lufkin & Jenrette Experience 1988 - 1990
Job Partner at PwC
Industry Capital Markets
Experience
Boys Town  September 2015 - Present
PwC  July 2013 - Present
PwC  August 2006 - Present
SunGard Data Systems  August 2004 - August 2006
SunGard Data Systems  January 2004 - August 2004
Bridge Trading Company  August 1996 - June 2003
Capital Institutional Services  1990 - 1996
Donaldson, Lufkin & Jenrette   1988 - 1990

Skills
Capital Markets, Equities, Derivatives, Fixed Income, Risk Management, Trading, Investment Banking, Options, Securities, Mergers, Change Management, Internal Controls, Finance, Equity Research, Business Development, Trading Systems, Business Process, Due Diligence, Operational Risk..., Bloomberg, Operational Risk, Management, Hedge Funds, Middle Office, FX Options, Mergers & Acquisitions

Education
Southern Methodist University - Cox School of Business   1985 — 1989
Bachelor of Business Administration

Loy Norrix HS   1981 — 1985
Diploma

Vince DiGaetano Vince DiGaetano Oakland, California Details
Vince DiGaetano's Donaldson, Lufkin & Jenrette Experience 1998 - 2002
Job Corporate Sales Manager Audi Oakland
Industry Automotive
Experience
Audi Oakland   October 2013 - Present
Independent Brokers   May 2008 - October 2013
Bear Stearns  January 2008 - September 2008
Chatsworth Securities  2004 - 2008
Independent Brokers   2002 - 2004
Donaldson, Lufkin & Jenrette   1998 - 2002
Credit Suisse  1998 - 2002

Skills
Business Development, CRM, Management, Sales, Strategic Planning, Team Building, Portfolio Management, Marketing, Strategic Partnerships, New Business Development, Business Strategy, Start-ups, Customer Service, Investment Banking, Sales Management, Leadership Development, Investments, Competitive Analysis, Leadership, Building Relationships, Building Brand Awareness, Capital, Business Planning, Marketing Strategy, Entrepreneurship, Executive Management, Negotiation, Asset Allocation, Institutional Relations, Knowledge Management, Knowledge Sharing, iPhone, Result Oriented, Selling, Alternative Investments, Separately Managed..., Due Diligence, Relationship Building

Education
State University of New York College at Brockport   1978 — 1982
Bachelor of Science, Speech Communications

Beth DeCourcey Beth DeCourcey Tappan, New York Details
Beth DeCourcey's Donaldson, Lufkin & Jenrette Experience 1988 - 2000
Job Family Room Specialist at Apple
Industry Information Technology and Services
Experience
Apple  September 2014 - Present
Simon Property Group  December 2013 - December 2014
Donaldson, Lufkin & Jenrette   1988 - 2000
Public Access Systems   January 1988 - January 1989

Skills
Microsoft Office, Sybase, COBOL, Windows, PowerBuilder, Photoshop, Customer Service, Office Administration, Analysis, Sales, Vendor Management, Strategic Partnerships

Education
State University of New York College at Plattsburgh   1983 — 1987
Bachelor of Science (BS), Marketing, 3.3

State University of New York College at Plattsburgh   1983 — 1987
Bachelor of Science Marketing

Paul Corona Paul Corona Greater New York City Area Details
Paul Corona's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Vice President at Morgan Stanley
Industry Banking
Experience
Morgan Stanley  May 2015 - Present
Royal Bank of Scotland  October 2014 - May 2015
Royal Bank of Scotland  May 2013 - October 2014
BNP Paribas  2008 - 2012
BNP Paribas  2003 - 2008
Credit Suisse First Boston  2000 - 2002
Donaldson, Lufkin & Jenrette   2000 - 2000
Salomon Smith Barney  1998 - 2000
Citibank  1991 - 1998
The Centennial Group, Inc. (a real estate developer)   1989 - 1990

Skills
Leveraged Finance, LBO, Portfolio Management, Financial Sponsors, Underwriting, Credit Analysis, Credit Risk, Loan Documents, Asset Based Lending, Financial Modeling, Loan Origination, Senior Debt, Structured Finance, Loan Portfolio Analysis, Covenant Compliance, Due Diligence, Syndications, Valuation, Emerging Markets, Financial Analysis, Loans, Corporate Finance, Banking, Finance, Financial Risk, Mergers & Acquisitions, Equities, Derivatives, Risk Management, Commercial Banking, Relationship Management

Education
Stanford University Graduate School of Business   1991 — 1993
MBA, Management/Finance

University of Southern California - Marshall School of Business   1980 — 1984
BS, Business Administration/Accounting

Garden Grove High School (Garden Grove, CA)   1976 — 1980
Diploma, College/University Preparatory and Advanced High School/Secondary Diploma Program, 4.0

Erik Frederick Erik Frederick Greater Boston Area Details
Erik Frederick's Donaldson, Lufkin & Jenrette Experience August 1996 - August 1999
Job Chief Financial Officer / Chief Operating Officer at Second Time Around
Industry Retail
Experience
Second Time Around  November 2014 - Present
FOH Group   October 2013 - September 2014
VetNet.net   October 2012 - October 2013
Staples  February 2001 - May 2012
Outletzoo.com   1999 - 2000
Donaldson, Lufkin & Jenrette   August 1996 - August 1999
US Navy  1988 - 1994

Skills
Broad business..., Strategic Leadership, Strategic Thinking, Finance, Corporate Finance, Chartered Financial..., CPA, Outsourcing, Information Technology..., IT Management, Leadership Development, Global Management, Chief of Staff, Partnering, Asset Managment, Change Management, E-commerce, Program Management, P&L Management, Team Building, Talent Management, IT Strategy, Process Improvement, Cross-functional Team..., Strategy, Asset Management, Executive Management, Business Process..., Mergers & Acquisitions

Education
University of Virginia (Darden)   1994 — 1996
MBA, Finance

Tulane University   1984 — 1988
BA, Economics

Sam Marshall Sam Marshall Austin, Texas Area Details
Sam Marshall's Donaldson, Lufkin & Jenrette Experience February 2000 - April 2001
Job Chief Financial Officer at RideScout
Industry Executive Office
Experience
RideScout  April 2015 - Present
PetRelocation.com  December 2013 - April 2015
Tocquigny  March 2008 - April 2013
Burnt Orange Productions  March 2004 - March 2008
RKO Pictures  2002 - 2004
Emigrant Capital   April 2001 - December 2001
Donaldson, Lufkin & Jenrette   February 2000 - April 2001
Prudential Securities  1998 - 2000
Arthur Andersen & Co.   1997 - 1998

Skills
Finance, Operations Management, Accounting, Strategic Planning, Business Planning, Business Strategy, Financial Analysis, Budget, Negotiation, Financial Modeling, Budgets, Leadership, Digital Media, Marketing, Business Development, Investments, Analysis, Management, Start-ups, Strategy, Private Equity, Competitive Analysis, Forecasting, Venture Capital

Education
The University of Texas at Austin - The Red McCombs School of Business   2004 — 2006
MBA, Accounting and Finance

The University of Texas at Austin   1993 — 1997
BA, Economics

Joy Clark Joy Clark Greater Los Angeles Area Details
Joy Clark's Donaldson, Lufkin & Jenrette Experience 1997 - 1998
Job Administrative Assistant, Business Development at Western International Securities
Industry Executive Office
Experience
Western International Securities  February 2015 - Present
Transformations Event Planning   January 2008 - Present
Ontario Christian Center   2005 - 2011
Kaufman and Broad Multi-Housing Group   1998 - 2000
Donaldson, Lufkin & Jenrette   1997 - 1998

Skills
Event Planning, Event Management, Teamwork, Analysis, Meeting Planning, Event Marketing, Writing, Creative Writing, Speech Writing, Public Speaking, Public Relations, Christian Ministry, Team Leadership, Leadership Development, Women Owned Business, Community Organizing, Organization, Fundraising, Customer Service, Compliance, Vendor Management, Volunteer Management, Volunteer Recruiting, Non-profit Volunteer, Microsoft Excel, Internet, Invoicing, Microsoft Office, Microsoft Word, Social Media, Social Networking, Office Management, Office Administration, PowerPoint, Strategic Planning, Proofreading, Typing, Windows, Youth Development, Youth Mentoring

Education
Los Angeles Harbor College   1998 — 1999
Liberal Arts and Sciences, General Studies and Humanities

Tuskegee University   1993 — 1994
Business Administration and Management, General

Bill Craver Bill Craver Charlotte, North Carolina Details
Bill Craver's Donaldson, Lufkin & Jenrette Experience 1996 - 2001
Job Founder of Circle River Advisors LLC
Industry Financial Services
Experience
RBC Capital Markets  2007 - 2008
CIBC World Markets  2006 - 2007
Credit Suisse  2004 - 2006
Donaldson, Lufkin & Jenrette   1996 - 2001

Skills
Private Equity, Investment Banking, Capital Markets, LBO, Valuation, Equities, Corporate Development, Venture Capital, Corporate Finance, Financial Modeling, Private Placements, Leveraged Finance, Financial Structuring, Alternative Investments, Investments, Contract Negotiation, Mentoring, Recruiting, Business Development, New Business Generation, Manage Client..., Sales, Marketing, M&A experience, Securities Offerings, Executive Presentation..., Credit Analysis, Risk Assessment, Principal Investing, Due Diligence, Series 7, Finance, Business Valuation, Capital, Financial Advisory, Capital Structure, Mergers, Mergers & Acquisitions

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1994 — 1996
MBA

University of North Carolina at Chapel Hill   1987 — 1991
BA

Ben DeRosa Ben DeRosa Greater New York City Area Details
Ben DeRosa's Donaldson, Lufkin & Jenrette Experience August 1996 - May 2002
Job Partner Business Development at American Industrial Partners
Industry Venture Capital & Private Equity
Experience
American Industrial Partners  January 2011 - Present
Liberty Partners  June 2002 - January 2011
Donaldson, Lufkin & Jenrette   August 1996 - May 2002

Education
Stanford University Graduate School of Business   1994 — 1996
MBA

University of Pennsylvania   1985 — 1989
BSE

Simsbury High School   1981 — 1985

Scott Hammer Scott Hammer Dallas, Texas Details
Scott Hammer's Donaldson, Lufkin & Jenrette Experience August 1998 - February 2001
Job Financial Advisor at Wells Fargo Advisors, LLC
Industry Financial Services
Experience
Wells Fargo Advisors, LLC  May 2012 - Present
Allstate Financial Services, LLC  May 2007 - May 2012
Smith Barney  November 2004 - May 2007
UBS  February 2001 - November 2004
Donaldson, Lufkin & Jenrette   August 1998 - February 2001
Fidelity Investments  December 1994 - September 1997
Bear Stearns  August 1993 - September 1994

Skills
Investments, Asset Allocation, Financial Analysis, Finance, Private Equity

Education
Southern Methodist University - Cox School of Business   1996 — 1998
Master of Business Administration (M.B.A.), Finance & Accounting

The University of Texas at Austin   1988 — 1992
Bachelor's Degree, Economics

Barry Kirschner Barry Kirschner Greater New York City Area Details
Barry Kirschner's Donaldson, Lufkin & Jenrette Experience June 1990 - June 1992
Job Executive Director at The Valerie Fund
Industry Fund-Raising
Experience
The Valerie Fund  2003 - Present
Chase Government Securities Trading   March 1994 - September 1996
UBS  June 1992 - March 1994
Donaldson, Lufkin & Jenrette   June 1990 - June 1992
Merrill Lynch  1982 - 1990
CBS - Columbia House   1977 - 1980
CBS - Columbia House   1977 - 1980

Skills
Volunteer Management, Nonprofits, Event Planning, Fundraising, Raiser's Edge, Event Management, Philanthropy, Press Releases, Prospect Research, Grant Writing, Public Relations, Grants, Board Development, Facebook, Social Media, Program Development, Non-profit..., Social Media Marketing, Editing, Public Speaking, Finance, Leadership

Education
University of Chicago Graduate School of Business   1980 — 1982
Master of Business Administration (MBA), Finance, General

University of Pennsylvania   1973 — 1977
Bachelor of Science (B.S.), Economics

Gil Gonzalez Gil Gonzalez Greater New York City Area Details
Gil Gonzalez's Donaldson, Lufkin & Jenrette Experience May 1993 - April 1996
Job Commercial Technology at GE Healthcare / Life Sciences
Industry Pharmaceuticals
Experience
GE Healthcare  January 2012 - Present
Merck  April 2010 - March 2012
Schering-Plough Corporation  December 2006 - April 2010
Schering-Plough  December 2002 - December 2006
Schering-Plough  July 1998 - December 2002
Lehman Brothers  May 1996 - June 1998
Donaldson, Lufkin & Jenrette   May 1993 - April 1996
Citibank, N.A.   June 1989 - May 1993

Skills
Technology Management, Business Relationship..., Program Management, Six Sigma, Systems Analysis, Cross-functional Team..., Budget Management, Technology..., Staff Mentoring, Offshore Management, Matrix Management, Web Design, Web Architecture, Object Oriented Design, Database Design, SQL, Unix, C++, Java, J2EE, Mobile Technology, Technology Leadership, Business Process..., Change Management, Planning, Budgeting, SDLC, Team Leadership, Vendor Management, Process Improvement, Project Portfolio..., IT Strategy, Software Project..., Visio, Application Development, SharePoint, Team Management, ERP, Leadership, Project Management, PMO, Quality Assurance, Project Planning, Software Development, IT Management, CRM, Business Intelligence, Requirements Analysis, PMP, Integration

Education
Stevens Institute of Technology   1985 — 1989
BS, Computer Science

Stevens Institute of Technology   1985 — 1989
Masters, Computer Science

Rachel Bender Rachel Bender Ronkonkoma, New York Details
Rachel Bender's Donaldson, Lufkin & Jenrette Experience March 1998 - December 2000
Job Office Administrator at Corelli Drywall Inc.
Industry Executive Office
Experience
Corelli Drywall Inc.   September 2013 - Present
Louis C Ciliberti & Associates Ltd   July 2012 - September 2013
VT Fitness   December 2010 - July 2012
Coach Inc  March 2007 - November 2010
Retail Ventures Inc  January 2006 - March 2007
ReganMedia   October 2005 - December 2005
National Tobacco Company  November 2003 - October 2005
Barnes & Noble College Bookstores  May 2001 - October 2003
Donaldson, Lufkin & Jenrette   March 1998 - December 2000

Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Outlook

Education
BMCC
Business Administration and Management, General

CUNY / Borough of Manhattan Community College
Business Administration

SCCC
Liberal Arts and Sciences, General Studies and Humanities

Suffolk County Community College
Liberal Arts

Timothy Dwyer Timothy Dwyer Greater New York City Area Details
Timothy Dwyer's Donaldson, Lufkin & Jenrette Experience January 1993 - December 2001
Job Founder, Entitle Direct Group, Inc.
Industry Financial Services
Experience
Entitle Direct Group, Inc.   January 2006 - December 2014
Greenhill & Company   January 2002 - December 2005
Donaldson, Lufkin & Jenrette   January 1993 - December 2001
Salomon Brothers Inc  June 1987 - January 1993

Skills
Strategy, Mergers, Private Equity, Investment Properties, Underwriting, Analysis, Insurance, Mergers & Acquisitions, Due Diligence, Start-ups, Management, Equities, Finance, Investments, Restructuring

Education
MBA--The University of Chicago; BS--University of Illinois   2000 — 2000

The University of Chicago Booth School of Business   1985 — 1987
MBA, Finance

University of Illinois at Urbana-Champaign - College of Business   1979 — 1983
BS, Honors in Accountancy

Ira Hillyer Ira Hillyer San Francisco Bay Area Details
Ira Hillyer's Donaldson, Lufkin & Jenrette Experience 1984 - 1988
Job Fiduciary Consultant
Industry Financial Services
Experience
Hillyer Advisory   September 2014 - Present
Union Bank  2012 - June 2014
Mechanics Bank  April 1991 - 2011
Mechanics Bank  1991 - 2011
First Interstate Bank  1988 - 1991
Donaldson, Lufkin & Jenrette   1984 - 1988
Campus Crusade for Christ  1982 - 1984
Texas Housing Finance Agency / Texas Senate   1977 - 1981
The Bank of California  1972 - 1977

Skills
Business Development, Wealth Management, Investment Management, Estate Planning, Trust Services, Planned Giving, Public Relations, Corporate Trust, Foundations, Community Development, Non-profits, Relationship Management, Building Relationships, Leadership, Endowments, Charitable Gift Planning, Trust Management, Strategic Financial..., Portfolio Management, Asset Managment, Boy Scouts, Legacy Giving, Fundraising, Event Planning, Public Speaking, State Government, Political Campaigns, Legal Documents, Wills, Collaboration, Trusting Relationships, Legislative Relations, Trusted Advisor, Board of Directors, Banking, Asset Management, Trusts, Wealth, Nonprofits, Investment Advisory, Financial Services, Financial Advisory, Loans, Series 7, Estate Law, Finance, IRAs, Risk Management, High Net Worth..., Wealth Management...

Education
The University of Texas School of Law
Doctor of Law (JD)

The University of Texas at Austin
Bachelor of Business Administration (B.B.A.)

Texas A&M University

Pete Dinh Pete Dinh San Francisco, California Details
Pete Dinh's Donaldson, Lufkin & Jenrette Experience 1994 - 1997
Job Chief Financial Officer at American Giant
Industry Investment Banking
Experience
American Giant  January 2015 - Present
Ackrell Capital, LLC   November 2011 - December 2014
Corporate Development Consultant   2010 - November 2011
Frazier Co.   2006 - 2010
JMP Securities  2002 - 2005
ABN AMRO  2000 - 2001
WR Hambrecht + Co  1999 - 2000
Donaldson, Lufkin & Jenrette   1994 - 1997

Skills
Venture Capital, Mergers, Corporate Development, Capital Raising, Private Equity, Investment Banking, Valuation, Business Valuation, Entrepreneurship, Financial Modeling, Capital Markets, Equities, Alternative Investments, M&A experience, Start-ups, LBO, Private Placements, Strategy, Investments, Due Diligence, Fixed Income, Mergers & Acquisitions, Leveraged Finance, Financial Services, Capital

Education
UCLA Anderson School of Management   1997 — 1999
MBA, Strategy & Finance

Stanford University   1990 — 1994
Bachelor of Arts (B.A.), Economics and Political Science

Steve O'Hare Steve O'Hare Greater New York City Area Details
Steve O'Hare's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job Managing Director at BMO Financial Group
Industry Banking
Experience
BMO Financial Group  April 2015 - Present
BMO Financial Group  July 2014 - April 2015
BMO Financial Group  May 2013 - March 2014
Credit Suisse  September 2010 - May 2013
Credit Suisse  October 2008 - September 2010
Credit Suisse  2007 - 2008
Credit Suisse  2005 - 2007
Credit Suisse  2000 - 2005
DLJ  2000 - 2000
Donaldson, Lufkin & Jenrette   1997 - 1999

Skills
Fixed Income, Investment Banking, SDLC, Derivatives, Trading Systems, Portfolio Management, Project Management, IT Financial Management, Outsourcing, Off-shore Team..., Quality Management, Quality Control, Quality Assurance, Start-up Situations, Bank Mergers, Agile Methodolgy, Financial Technology, Enterprise IT Strategy, IT Management, IT Operations Management, Agile Methodologies, Business Analysis, Capital Markets, Commodity, IT Strategy, Mergers, Program Management, Project Portfolio..., Risk Management, Start-ups, Strategy, Trading

Education
Trinity College Dublin   1987 — 1991
Engineering, Electronic

Larry Connors Larry Connors Greater New York City Area Details
Larry Connors's Donaldson, Lufkin & Jenrette Experience 1990 - 1994
Job Managing Partner at Connors Global Asset Management LLC
Industry Financial Services
Experience
Connors Global Asset Management LLC   September 2013 - Present
The Connors Group, Inc.   March 1994 - Present
Donaldson, Lufkin & Jenrette   1990 - 1994

Skills
Trading, Financial Markets, Equities, Technical Analysis, Portfolio Management, Trading Systems, Investments, Commodity, ETFs, Mutual Funds, Options, Trading Strategies, Bloomberg, Derivatives, Hedge Funds, Google Adwords, Alternative Investments, FX Options, Risk Management, FX trading, Marketing Strategy, Currency, Securities, Proprietary Trading, Asset Managment, Electronic Trading, Equity Research, Capital Markets, Equity Trading, Quantitative Analytics

Education
Syracuse University   1977 — 1981

Joan Solotar Joan Solotar New York, New York Details
Joan Solotar's Donaldson, Lufkin & Jenrette Experience 1988 - 2000
Job Senior Managing Director at The Blackstone Group
Industry Financial Services
Experience
The Blackstone Group  June 2007 - Present
Bank of America  April 2003 - June 2007
DLJ/Credit Suisse   August 1986 - December 2002
Credit Suisse  2000 - 2002
Donaldson, Lufkin & Jenrette   1988 - 2000

Education
NYU Stern School of Business
Master of Business Administration (MBA), Finance, General

SUNY Albany

Jennifer Vignapiano Jennifer Vignapiano Greater New York City Area Details
Jennifer Vignapiano's Donaldson, Lufkin & Jenrette Experience January 1998 - April 1999
Job Executive Administrative Assistant
Industry Executive Office
Experience
McAllister Towing  2010 - 2013
Yellowbook  March 2007 - October 2008
Wells Fargo  March 2006 - March 2007
AllShore Industries   February 2002 - January 2006
Donaldson, Lufkin & Jenrette   January 1998 - April 1999
Young & Rubicam  October 1993 - January 1998

Skills
Microsoft Excel, Microsoft Office, Microsoft Word, Microsoft Access, Data Entry, Spreadsheets, Spanish-English, Proofreading, PowerPoint, Outlook, Management, Teamwork, Customer Service, Budgets, Access, Research

Education
Temple University   1989 — 1993
Bachelor's degree, Communication and Media Studies

Bill Dreher Bill Dreher Greater New York City Area Details
Bill Dreher's Donaldson, Lufkin & Jenrette Experience January 1998 - November 1999
Job Retail Equity Analyst & Investor
Industry Retail
Experience
ERES Greenwich   January 2014 - Present
Newedge  January 2012 - September 2012
Deutsche Bank Securities  March 2003 - June 2011
WR Hambrecht + Co  May 2002 - March 2003
Robertson Stephens  December 1999 - May 2002
Donaldson, Lufkin & Jenrette   January 1998 - November 1999
Donaldson, Lufkin & Jenrete   September 1995 - January 1998
Advertising To Women, Inc.   January 1991 - December 1992
Advertising To Women, Inc.   September 1989 - December 1992

Skills
Equity Research, Retail, Portfolio Management, Valuation, Financial Modeling, Series 7, Series 63, Series 65, Asset Managment, Industry Analysis, Department Stores, Luxury Goods, Financial Analysis, Financial Statement..., Client Relations Skills, Planning & Execution of..., Entertainment Management, Team Leadership, New Store Development, Store Setup, Retail Technology, Merchandising, Marketing, Mergers & Acquisitions, Asset Management, Private Equity, Competitive Analysis, Venture Capital, Corporate Development, Corporate Finance, Bloomberg, Equities, Investments, Fixed Income, Trading, Equity Valuation, Due Diligence, Institutional..., Equity Capital Markets, Investment Banking, Hedge Funds, Asset Allocation, Equity Trading, Alternative Investments, Capital Markets, Finance, Investment Strategies, Investment Management, Chartered Financial..., Economics

Education
New York University - Leonard N. Stern School of Business   1992 — 1994
MBA, Finance, Marketing

The George Washington University
BA, Political Science, International Relations

Wadham College, University Of Oxford
British Government and Political Parties

Blair Academy

Buckley School

Ray Henger Ray Henger Greater New York City Area Details
Ray Henger's Donaldson, Lufkin & Jenrette Experience January 1998 - January 2000
Job SVP Structured Finance at sPower
Industry Renewables & Environment
Experience
sPower  August 2015 - Present
OwnEnergy  May 2009 - August 2015
Credit Suisse  January 2000 - December 2008
Donaldson, Lufkin & Jenrette   January 1998 - January 2000
Wasserstein Perella  February 1996 - January 1998
NationsBank NA  May 1995 - February 1996

Skills
Project Finance, Mergers, Renewable Energy, Venture Capital, Cleantech, Investment Banking, Financial Structuring, Structured Finance, Corporate Finance, Financial Analysis, Energy, Capital Markets, M&A experience, Corporate Development, Mergers & Acquisitions, Leveraged Finance, Finance, Wind, Start-ups

Education
Southern Methodist University   1991 — 1995
BA, Finance

Deborah Grosser Deborah Grosser Greater New York City Area Details
Deborah Grosser's Donaldson, Lufkin & Jenrette Experience September 1985 - September 1988
Job Managing Partner, COO of Veritas Partners
Industry Investment Banking
Experience
Deborah F Grosser Foundation   May 2013 - Present
Veritas Partners LLC   March 2008 - Present
Starlight Investments   January 2003 - Present
Veritas Partners LLC   March 2008 - 2008
Salomon Brothers/Citigroup  June 1997 - July 2002
Salomon Brothers  1997 - 2002
Lehman Brothers  January 1988 - December 1996
Donaldson, Lufkin & Jenrette   September 1985 - September 1988

Skills
Private Equity, Hedge Funds, Investment Banking, Investments, Alternative Investments, Portfolio Management, Equities, Capital Markets, Asset Managment, Venture Capital, Valuation, Mergers, Financial Modeling, Fixed Income, Derivatives, Financial Markets, Bonds, Corporate Finance, Business Valuation, Fund Of Funds, Financial Services

Education
Stony Brook University   1977 — 1985
BA, Economics, Business

Stephan Hedbabny Stephan Hedbabny Greater New York City Area Details
Stephan Hedbabny's Donaldson, Lufkin & Jenrette Experience April 1998 - October 2000
Job Global Client Executive at Gartner the Global Leader of IT Advisory Services
Industry Financial Services
Experience
Gartner  February 2013 - Present
Dash Financial  November 2010 - May 2011
Goldberg Advisers   April 2007 - December 2010
Aquista Consulting   May 2003 - March 2007
Donaldson, Lufkin & Jenrette   April 1998 - October 2000
Deustche Bank  May 1991 - April 1998

Skills
Manage Client..., Client Development, International Sales, Sales Management, Customer Relations, IT Strategy, Go to Market Strategy, New Business Development, Business Strategy, Securities, Asset Management, Financial Services, Alternative Investments, Equities, Trading, Equity Trading, Portfolio Management, Investor Relations, Investment Advisory, Series 7, Hedge Funds, Investments, Finance, Go-to-market Strategy, CRM, Business Development, Management, Sales, Strategic Partnerships, Strategy, Solution Selling, Leadership

Education
Saint Lawrence University   1985 — 1989
BA, Political Science

Brunswick   1971 — 1985

Eric Buck, GRI SFR CNE Eric Buck, GRI SFR CNE Greater Denver Area Details
Eric Buck, GRI SFR CNE's Donaldson, Lufkin & Jenrette Experience 1983 - 1999
Job Colorado Real Estate Sales and Investment
Industry Real Estate
Experience
Peak Assets   March 2008 - Present
RE/MAX  2011 - 2012
Brean Murray, Carret & Co.   March 2006 - May 2008
Dresdner Kleinwort  1999 - 2002
Donaldson, Lufkin & Jenrette   1983 - 1999

Skills
Business Strategy, Real Estate, Valuation, Renovation, Fundraising, Commercial Real Estate, Real Estate Transactions, Mergers & Acquisitions, Short Sales, Foreclosures, Investments, Equities, Investment Properties, Residential Homes, Real Estate Development, Finance, Equity Research, IPO, Asset Management, Private Placements, REO, Real Estate Economics, Financial Modeling, Real Estate Financing, Brokerage, Venture Capital, Investors, Portfolio Management, Due Diligence, Relocation, Sellers

Education
The College of William and Mary - The Mason School of Business   1975 — 1977
MBA, Finance

University of Virginia   1971 — 1975
BA, Russian History/US Foreign Affairs

Mary Hidalgo Mary Hidalgo Greater New York City Area Details
Mary Hidalgo's Donaldson, Lufkin & Jenrette Experience 1994 - 2000
Job Change Management Lead at Guardian Life Insurance Company of America
Industry Insurance
Experience
Guardian Life Insurance Company of America  March 2009 - Present
Credit Suisse  2003 - 2007
Credit Suisse  2000 - 2003
Donaldson, Lufkin & Jenrette   1994 - 2000

Education
St. John's University, The Peter J. Tobin College of Business   1976 — 1978
BS, Finance

Jeff Singer Jeff Singer Dallas, Texas Details
Jeff Singer's Donaldson, Lufkin & Jenrette Experience August 1996 - October 2000
Job Senior Executive & Entrepreneur
Industry Building Materials
Experience
Southwest Securities  September 2008 - June 2013
Levantina USA   October 2005 - September 2008
Citigroup  October 2000 - March 2005
Donaldson, Lufkin & Jenrette   August 1996 - October 2000
Booz Allen Hamilton  June 1994 - September 1994
Dillon, Read Co.   July 1992 - September 1994
Lehman Brothers  July 1991 - July 1992

Skills
Transportation, Private Equity, Mergers, Valuation, Financial Modeling, Corporate Development, Investment Banking, Financial Analysis, Corporate Finance, Due Diligence, Equities, M&A experience, Capital Markets, LBO, Financial Structuring, Business Valuation, Strategy, Mergers & Acquisitions, Alternative Investments

Education
Stanford University Graduate School of Business   1994 — 1996
MBA

Southern Methodist University   1987 — 1991
BA, Political Science

Southern Methodist University   1987 — 1991
BBA, Finance

DAVID CHRISTOPHER DAVID CHRISTOPHER Greater Boston Area Details
DAVID CHRISTOPHER's Donaldson, Lufkin & Jenrette Experience 1992 - 1995
Job Vice President Finance at C&S Wholesale Grocers
Industry Executive Office
Experience
C&S Wholesale Grocers  March 2013 - Present
Financial Consultant  2010 - 2012
SpinVox  2009 - 2010
Artemis Woman LLC   2006 - 2010
SemEquip  2003 - 2008
Pro-Pharmaceuticals   2003 - 2003
Bryant Park Capital  2001 - 2003
JPMorgan Chase  1997 - 2001
Donaldson, Lufkin & Jenrette   1992 - 1995
HAMBRO RESOURCE DEVELOPMENT, INC.   1990 - 1992

Skills
Mergers, Turn Around Management, Finance, Capital Allocation, Accounting, Investors, Human Resources, Venture Capital, Private Equity, Corporate Development, Start-ups, Corporate Finance, Financial Modeling, Valuation, Portfolio Management, Investment Banking, Financial Analysis, Restructuring, Equities, Treasury Management, Cash Flow Forecasting, Cash Management, Bonds, Convertible Bonds, High Yield Bonds, DCF Valuation, Derivatives, Financial Accounting, Cost Accounting, Operating Budgets, Asset Backed Financing, Venture Debt, Insurance, Legal, Contract Negotiation, Legal Contract Review, Financial Audits, Angel Investing, Board of Director..., Executive Management, Ratings Advisory, Due Diligence, Liquidity Management, Global Finance, SOX Compliancy, IPO, Private Companies, Investor Relations, Corporate Tax, Mergers & Acquisitions

Education
The University of Chicago - Booth School of Business   1995 — 1996
Master of Business Administration (M.B.A.)

University of New Hampshire -- Peter T. Paul College of Business and Economics   1987 — 1990
Bachelor's Degree

Heather Barca Heather Barca Long Island City, New York Details
Heather Barca's Donaldson, Lufkin & Jenrette Experience June 1996 - August 1996
Job VP, Creative Center of Excellence
Industry Banking
Experience
Citi  November 2013 - Present
Citi  December 2009 - November 2013
Citi  November 2001 - December 2009
Avis Budget Group  May 2000 - November 2001
Publishers Clearing House  July 1997 - May 2000
Donaldson, Lufkin & Jenrette   June 1996 - August 1996
Sterling Publishing  June 1995 - August 1995

Skills
Account Management, Project Management, Strategy, Program Management, Management, Strategic Planning, Direct Marketing, Segmentation, Business Development, Portfolio Management, Digital Marketing, Credit Cards

Education
University at Albany, SUNY   1993 — 1997
Bachelor of Science, Marketing, Management, Sociology

Edward (Guy) Heartfield Edward (Guy) Heartfield Dallas, Texas Details
Edward (Guy) Heartfield's Donaldson, Lufkin & Jenrette Experience July 1997 - September 2004
Job Managing Director at Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America Merrill Lynch  January 2009 - Present
Citigroup Global Markets Inc.  September 2004 - December 2008
Credit Suisse First Boston LLC  July 1997 - September 2004
Donaldson, Lufkin & Jenrette   July 1997 - September 2004

Education
The University of Texas at Austin   1988 — 1992
BA

Jesuit High School - New Orleans, LA

Townes G. Pressler, Jr. Townes G. Pressler, Jr. Houston, Texas Details
Townes G. Pressler, Jr.'s Donaldson, Lufkin & Jenrette Experience 1996 - 2002
Job Managing Director at Lime Rock Partners
Industry Venture Capital & Private Equity
Experience
Lime Rock Partners  April 2007 - Present
Peregrine Oil and Gas   2004 - 2007
Harrison & Lovegrove   2002 - 2004
Credit Suisse  2000 - 2002
Donaldson, Lufkin & Jenrette   1996 - 2002
Kidder Peabody  1991 - 1996
Texas Commerce Bank / Chemical Bank   1986 - 1989

Skills
Private Equity, Mergers, Venture Capital, Due Diligence, Valuation, Corporate Finance, Investments, Financial Modeling, LBO, Corporate Development, Investment Banking, Energy

Education
The University of Texas at Austin - Red McCombs School of Business   1989 — 1991
Master of Business Administration (MBA), Finance, General

Washington and Lee University   1982 — 1986
Bachelor of Arts (BA), Economics

Kat Tatochenko Kat Tatochenko Greater New York City Area Details
Kat Tatochenko's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job EPS Sales at Bloomberg LP
Industry Financial Services
Experience
Bloomberg LP  October 2012 - Present
ITG  April 2012 - October 2012
Thomson Reuters  May 2011 - April 2012
Thomson Reuters  May 2010 - May 2011
Thomson Reuters  August 2008 - April 2010
Reuters  June 2004 - July 2008
Thomson Reuters  April 2002 - May 2004
Donaldson, Lufkin & Jenrette   1999 - 2000

Skills
Market Data, Reference Data, Trading, Solution Selling, Equities, Trading Systems, Electronic Trading, Financial Markets

Education
State University of New York at Stony Brook   1996 — 2000
Bachelor of Applied Science (BASc), Applied Math and Statistics / Economics

Michael Roub Michael Roub Greater Los Angeles Area Details
Michael Roub's Donaldson, Lufkin & Jenrette Experience August 1998 - April 2000
Job Healthcare Executive
Industry Hospital & Health Care
Experience
Samia Solutions, LLC   April 2012 - Present
Physician Dispensing Resource   May 2010 - Present
U.S. HealthWorks   February 2008 - March 2010
Specialty Surgical Center  September 2002 - February 2008
AllAdvantage.com  April 2000 - February 2002
Donaldson, Lufkin & Jenrette   August 1998 - April 2000
Donaldson, Lufkin & Jenrette   August 1994 - June 1996

Skills
Healthcare, Mergers, Strategic Planning, Managed Care, Healthcare Management, Due Diligence, Business Development, New Business Development, Team Building, Hospitals, Business Strategy, Executive Management, Financial Analysis, Strategic Partnerships, Budgets, Contract Negotiation, Negotiation, Business Planning, Process Improvement, Management, Mergers & Acquisitions, Entrepreneurship, Physician Relations, Marketing Strategy, Physicians, Finance, Program Management, Leadership, Medical Devices, Orthopedic, Revenue Cycle

Education
The University of Chicago Booth School of Business   1996 — 1998
MBA, Finance, Accounting

University of Pennsylvania   1990 — 1994
BS, Finance and Marketing

University of Pennsylvania - The Wharton School   1990 — 1994
BS Economics, Finance, Marketing

Satellite High School   1987 — 1990

Patricia O'Donnell Patricia O'Donnell Providence, Rhode Island Area Details
Patricia O'Donnell's Donaldson, Lufkin & Jenrette Experience 1988 - 2000
Job Supervisory Analyst at Morgan Stanley Investment Management
Industry Financial Services
Experience
Morgan Stanley Investment Management  December 2007 - Present
Thomas Weisel Partners  July 2004 - November 2007
Donaldson, Lufkin & Jenrette   1988 - 2000

Skills
Economics, Valuation, Asset Managment, Bloomberg, Financial Analysis, Equities, Capital Markets, Investment Banking, Financial Modeling, Financial Services, Investments, Portfolio Management, Equity Research, Investor Relations, Asset Allocation, Emerging Markets, Mergers & Acquisitions, Securities, Due Diligence, Financial Markets, Corporate Finance, Alternative Investments, Equity Valuation, FINRA

Education
Syracuse University   1978 — 1982
AB, American History/English&Irish Literature

Christopher Del Moral-Niles, CFA Christopher Del Moral-Niles, CFA Green Bay, Wisconsin Details
Christopher Del Moral-Niles, CFA's Donaldson, Lufkin & Jenrette Experience January 1990 - February 1991
Job Chief Financial Officer, Associated BancCorp
Industry Banking
Experience
Associated Bank  July 2010 - Present
First American Financial Corporation  August 2006 - July 2010
Union Bank  May 2003 - August 2006
Lehman Brothers  May 1999 - May 2003
Merrill Lynch  1993 - 1999
Donaldson, Lufkin & Jenrette   January 1990 - February 1991

Skills
Investments, Banking, Funding, Mergers, Capital Markets, Corporate Finance, Finance, Valuation, Series 7, Financial Services, Asset Management, Portfolio Management, Loans, Insurance, Management, Mergers & Acquisitions, Credit, Due Diligence, Treasury Management, Financial Analysis, Financial Modeling, Risk Management, Cash Management

Education
University of California, Los Angeles - The Anderson School of Management   2009 — 2010
MBA, UCLA-NUS Global Executive Program

Institute of Chartered Financial Analysts   1993 — 1995
CFA, Investments & Finance

University of California, Berkeley   1989 — 1993
Bachelors, Economics

Danielle Corbitt Danielle Corbitt San Francisco Bay Area Details
Danielle Corbitt's Donaldson, Lufkin & Jenrette Experience January 1990 - October 1992
Job Executive Artistic Director "Reach For The Stars" at LVEF
Industry Entertainment
Experience
Livermore Valley Education Foundation   January 2010 - May 2013
LVEF   January 2010 - May 2013
Donaldson, Lufkin & Jenrette   January 1990 - October 1992
Drexel Burnham Lambert  December 1985 - December 1990

Skills
Live Event Producer, Executive..., Community Theatre, Fundraising, Children's Theater..., Social Networking, Event Management, Public Speaking, Performing Arts, Project Management, Event Planning, Community Outreach, Sales, Theatre, Entertainment, Acting, Nonprofits

Education
American Conservatory Theater   1978 — 1979
Theater Arts

Peter Gaudet Peter Gaudet Greater New York City Area Details
Peter Gaudet's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job President at SWCD LLC
Industry Investment Management
Experience
SWCD LLC   March 2013 - Present
Axonic Capital LLC  February 2011 - February 2013
Flintlock Capital Asset Management, LLC   April 2010 - February 2011
Institutional Credit Partners LLC   July 2005 - April 2010
Credit Suisse Asset Management  2000 - 2005
Donaldson, Lufkin & Jenrette   1996 - 2000
Merrill Lynch  June 1994 - July 1996

Education
United States Military Academy at West Point   1987 — 1991
BS, Economics

Harrison High School

Joe Zappulla Joe Zappulla Greater New York City Area Details
Joe Zappulla's Donaldson, Lufkin & Jenrette Experience November 1980 - December 1990
Job President & CEO of Grannus Financial Advisors, Inc.
Industry Investment Banking
Experience
Grannus Financial Advisors, Inc.   1999 - Present
Bradley Woods & Co. Ltd.   October 2013 - Present
Viridis Energy Inc.   2012 - Present
Advance Nanotech   2008 - 2009
ISG Capital   1996 - 1998
Mabon Securities  1993 - 1996
SGWarburg & Co.   1990 - 1993
Donaldson, Lufkin & Jenrette   November 1980 - December 1990
American Express Company  January 1979 - December 1980

Skills
Business Planning, Valuation, Investment Banking, Financial Analysis, Investments, Equities, Mergers & Acquisitions, Venture Capital, CRM, Strategic Planning, Analysis, Private Equity, Private Placements, IPO, Capital Raising

Education
Suffolk University - Sawyer Business School
MBA, Finance

Steve Abbott Steve Abbott San Francisco Bay Area Details
Steve Abbott's Donaldson, Lufkin & Jenrette Experience 1994 - 1995
Job Managing Director at Sapphire Ventures
Industry Venture Capital & Private Equity
Experience
Sapphire Ventures, LLC  November 2014 - Present
Jefferies & Company  May 2010 - November 2014
UBS Investment Bank  2006 - May 2010
Deutsche Bank Technology Group   2002 - 2006
Robertson Stephens  1997 - 2002
Donaldson, Lufkin & Jenrette   1994 - 1995
Bain & Company  1989 - 1991

Skills
Mergers & Acquisitions, Venture Capital, Investment Banking, IPO, Private Equity, Start-ups, Corporate Development, Valuation, Financial Modeling, Corporate Finance, Mergers, LBO, Capital Markets, Due Diligence, Financial Analysis, Management, Emerging Markets, Investments, Project Management, Equities

Education
Stanford University Graduate School of Business   1992 — 1994
MBA

University of California, Berkeley   1985 — 1989

The London School of Economics and Political Science (LSE)

Stanford University Law School
JD

Geoffrey Caan Geoffrey Caan Greater Boston Area Details
Geoffrey Caan's Donaldson, Lufkin & Jenrette Experience March 1997 - November 1998
Job Managing Director, US Fixed Income at Sun Capital Advisers
Industry Investment Management
Experience
Sun Life Investment Management  March 2011 - Present
OFI Institutional Asset Management  2003 - 2009
OppenheimerFunds  2003 - 2009
ABN AMRO  2002 - 2003
Zurich Scudder Investments  1999 - 2003
Donaldson, Lufkin & Jenrette   March 1997 - November 1998

Skills
Bonds, Fixed Income, Portfolio Management

Education
The University of Chicago Booth School of Business   1995 — 1997
MBA, Finance and Statistics

University of Wisconsin-Madison   1988 — 1992
BBA, Real Estate, Finance

Siobhan O'Brien Siobhan O'Brien Norfolk, Virginia Area Details
Siobhan O'Brien's Donaldson, Lufkin & Jenrette Experience February 2000 - June 2000
Job Bank Examiner/IT (Capital One Bank) at Office of the Comptroller of the Currency
Industry Government Administration
Experience
Office of the Comptroller of the Currency  August 2011 - Present
Department of Treasury  November 2000 - December 2011
Donaldson, Lufkin & Jenrette   February 2000 - June 2000

Skills
Risk Assessment, Management, Information Security, Finance, Finacial Management, Financial Analysis, Financial Reporting, IT Audit, Banking, Information Technology, Project Planning, Risk Management, CISA

Education
University of South Florida   1997 — 1999
MBA, Advanced MIS, International Business

Trinity University-Washington   1992 — 1996
BA, Major: International Studies, Concentration: Economics, Minor: French

Donald Bond Donald Bond New York, New York Details
Donald Bond's Donaldson, Lufkin & Jenrette Experience 1990 - 1998
Job Senior Financial Advisor
Industry Investment Management
Experience
Edge Wealth Management   January 2012 - Present
RW Pressprich  1998 - December 2011
Donaldson, Lufkin & Jenrette   1990 - 1998
Bear Stearns & Co  1987 - 1990
L. F. Rothschild, Unterberg, Towbin   1981 - 1987

Education
UNC-Greensboro   1979 — 1980
MA, Economics

SUNY Brockport   1975 — 1979
BS, Economics

Lukasz Paszek Lukasz Paszek Greater Detroit Area Details
Lukasz Paszek's Donaldson, Lufkin & Jenrette Experience July 1998 - June 2000
Job Senior Vice President, Corporate Strategy and Business Development at ArborMetrix, Inc.
Industry Hospital & Health Care
Experience
ArborMetrix, Inc.   March 2014 - Present
McKinsey & Company  January 2012 - January 2014
McKinsey & Company  October 2006 - January 2012
Ardesta, LLC   August 2000 - August 2004
Donaldson, Lufkin & Jenrette   July 1998 - June 2000

Education
The University of Chicago Booth School of Business   2004 — 2006
MBA

University of Michigan - Stephen M. Ross School of Business   1994 — 1998
BBA

William Robert Matarazzo William Robert Matarazzo Greater New York City Area Details
William Robert Matarazzo's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Director of Operations at New York State Senate
Industry Government Administration
Experience
New York State Senate  November 2012 - Present
The JGV Memorial Scholarship Foundation   December 2001 - Present
Credit Suisse  November 1999 - June 2011
Donaldson, Lufkin & Jenrette   1999 - 2000

Skills
Investments, Equities, Securities, Private Equity, Asset Managment, Corporate Finance, Financial Analysis, Due Diligence, Risk Management, Portfolio Management, Finance, Strategic Planning, Valuation, Banking, Alternative Investments, Hedge Funds, Wealth Management, Operations Management, Staff..., Building Relationships, Building Key..., Exceeding Expectations, Exceeding Customer..., Team Mentoring, Private Banking, Private Client Services, Human Resources, Fixed Income, Asset Management

Education
University of Pennsylvania - The Wharton School   2009 — 2011
Securities Industry Institute

The Credit Suisse Business School   2008 — 2011

Saint John's University Graduate School, Rome Italy   1999 — 2000

Saint John's University - Peter J. Tobin College of Business   1995 — 1999
Bachelor of Science (BS)

Monsignor Farrell   1991 — 1995
Regents Diploma & Law Award

Chetan Marfatia Chetan Marfatia Greater New York City Area Details
Chetan Marfatia's Donaldson, Lufkin & Jenrette Experience September 1992 - May 1994
Job Managing Director at Guggenheim Partners, LLC
Industry Financial Services
Experience
Guggenheim Partners  November 2011 - Present
Fixed Income Investors Credit Services, Inc.   April 2010 - November 2011
Ambac  June 1998 - April 2010
Lehman Brothers  May 1994 - May 1998
Donaldson, Lufkin & Jenrette   September 1992 - May 1994
MBIA  September 1988 - September 1992

Education
Stony Brook University   1983 — 1986
BA, Economics, History

Alan P. Richman Alan P. Richman Greater Philadelphia Area Details
Alan P. Richman's Donaldson, Lufkin & Jenrette Experience December 1983 - December 1985
Job President & CEO at InnoVative Capital LLC
Industry Banking
Experience
InnoVative Capital LLC   January 2001 - Present
The Vanguard Group  November 1997 - January 2000
T. Rowe Price Associates  February 1991 - November 1997
Credit Local de France   December 1987 - December 1990
The Tokai Bank   December 1985 - December 1987
Donaldson, Lufkin & Jenrette   December 1983 - December 1985
Shearson American Express  June 1982 - December 1983

Skills
FHA 242, Healthcare, Municipal, Public Finance, Community Hospitals, Debt, Capital Markets, Financial Analysis, Senior Living, Strategic Planning, USDA, Investments, Due Diligence, Risk Management, Credit, Financial Modeling, Public Speaking, Mergers, Municipalities, Banking, Bonds, Budgets, Executive Management, Finance, Financial Structuring, Healthcare Consulting, Healthcare Industry, Hospitals, Managerial Finance, Mergers, Seniors, Structured Finance, Strategic Financial..., Financial Planning, Loans

Education
State University of New York at Albany   1980 — 1982
MBA, Finance with a Public Finance specialty

State University of New York at Albany   1976 — 1980
BS, Economics

John Shook John Shook Philadelphia, Pennsylvania Details
John Shook's Donaldson, Lufkin & Jenrette Experience July 1985 - September 1988
Job Managing Director President, CEO
Industry Investment Management
Experience
Attalus Capital  January 2014 - Present
Bell Rock Capital Management LLP   October 2012 - January 2014
De Putron Fund Management   January 2006 - September 2012
GLG Partners  June 2001 - December 2005
Morgan Stanley  September 1994 - June 2001
Merrill Lynch Europe  October 1988 - March 1994
Donaldson, Lufkin & Jenrette   July 1985 - September 1988

Skills
Hedge Funds, Alternative Investments, Portfolio Management, Equities, Derivatives, Fund Of Funds, Asset Allocation, Investments, Bloomberg, Investment Strategies, Investment Management, Financial Markets, Wealth Management, Due Diligence, Investor Relations, Institutional Investors, Options, Investment Advisory, Securities, Institutional..., Asset Management, Funding, Prime Brokerage, Equity Derivatives, Financial Services

Education
Thunderbird School of Global Management   1984 — 1984
MBA

University of North Carolina at Charlotte   1978 — 1982
BA

Benjamin Brandes Benjamin Brandes Greater Boston Area Details
Benjamin Brandes's Donaldson, Lufkin & Jenrette Experience 1993 - 1995
Job Private Equity Executive | Strategic Advisor | Transaction Specialist
Industry Venture Capital & Private Equity
Experience
Grant Thornton LLP  January 2013 - Present
Hyde Investment Group Inc   September 2012 - Present
McGladrey  March 2011 - September 2012
NewDelta Capital Partners   November 2008 - March 2011
Avalon Management LLC   June 1999 - October 2008
ABRY Partners  1997 - 1999
Prudential Securities  1995 - 1997
Donaldson, Lufkin & Jenrette   1993 - 1995

Skills
Private Equity, Due Diligence, Mergers & Acquisitions, Mergers, Corporate Finance, Financial Structuring, Venture Capital, Hedge Funds, Business Development, Investments, Equities, Structured Finance, Acquisitions, Business Planning, Deal Sourcing, Investor Relations, Contract Negotiation, Portfolio Management, Finance, LBO, Franchising, Debt & Equity Capital...

Education
The University of Chicago - Booth School of Business
MBA, Finance

University of Pennsylvania - The Wharton School
BSE, Finance

Mark Hanlon Mark Hanlon Greater Los Angeles Area Details
Mark Hanlon's Donaldson, Lufkin & Jenrette Experience February 1995 - February 1998
Job Fixed Income Structured Products and Mortgage Portfolio Manager, Trader and Salesperson.
Industry Investment Management
Experience
Seeking New Position  January 2015 - Present
JVB Financial (fka The PrinceRidge Group)   December 2009 - October 2014
New York Mortgage Trust - NYMT (REIT)   June 2009 - October 2009
De La Rosa & Co. Investment Bankers   May 2008 - May 2009
Countrywide Securities Corporation  January 2002 - September 2007
CDC Investment Management Inc. (now NATIXIS)   March 1998 - December 2001
Donaldson, Lufkin & Jenrette   February 1995 - February 1998
Nikko Securities Co. Intl. Inc.   April 1992 - October 1994
United Parcel Service  1990 - 1991

Skills
Portfolio Management, Trading, Fixed Income, Structured Products, Securities, MBS, RMBS, CMBS, ABS, CMO, Intex, Bloomberg, Credit, Capital Markets, Financial Analysis, Relative Value Trading, Due Diligence, Series 7, Series 63, Structured Finance, Asset Management, Investment Strategies, Alternative Investments, Investment Banking, Investments, Hedge Funds, Securitization, Finance, Mortgage Lending, FINRA, Bonds, Treasury, Valuation

Education
University of Hartford   1988 — 1989
MBA, Finance

The University of Connecticut School of Business   1983 — 1988
BS, Finance

Marianapolis Preparatory School   1979 — 1983

Brian Egger Brian Egger Greater New York City Area Details
Brian Egger's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Senior Gaming & Lodging Analyst, Bloomberg Intelligence at Bloomberg LP
Industry Research
Experience
Bloomberg LP  May 2015 - Present
BreakingCall.com   April 2013 - May 2015
Topeka Capital Markets, Inc  January 2012 - November 2012
Forecastle Research (in Association with Topeka Capital Markets)   January 2011 - January 2012
Affiliated Research Group, LLC   May 2010 - January 2011
Institutional Research Group LLC   May 2008 - November 2009
Columbia Business School  December 2006 - December 2008
BMO Capital Markets  2003 - 2007
Credit Suisse  1992 - 2002
Donaldson, Lufkin & Jenrette   1996 - 2000

Skills
Valuation, Equity Research, Equities, Capital Markets, Investments, Financial Modeling, Hedge Funds, Asset Management, Securities, Finance, Portfolio Management, Financial Analysis

Education
The University of Chicago Booth School of Business   1990 — 1992
MBA, Accounting & Financial Management

University of Pennsylvania - The Wharton School   1983 — 1987
BSE, Finance

Jennifer Williams-Bulkeley DWS Jennifer Williams-Bulkeley DWS Greater Boston Area Details
Jennifer Williams-Bulkeley DWS's Donaldson, Lufkin & Jenrette Experience January 1996 - January 2001
Job Managing Partner/Founder at Tangible Advisors/AOC
Industry Investment Management
Experience
Tangible Advisors   January 2015 - Present
AOC Advisors   September 2012 - Present
JMO Limited   November 2008 - September 2012
Wine and Spirits Education Trust (WSET)   January 2009 - January 2012
Balyasny Asset Management  December 2007 - November 2008
BlueCrest Capital Management, LLP  May 2005 - September 2007
Lazard  September 2003 - February 2005
Deutsche Bank  January 2001 - January 2003
Donaldson, Lufkin & Jenrette   January 1996 - January 2001
Lehman Brothers  September 1991 - May 1996

Education
Wine and Spirits Education Trust   2009 — 2012
Diploma, Wine and Spirits

Trinity College-Hartford   1987 — 1991
BA, Economics/History

Jason Downie Jason Downie Dallas/Fort Worth Area Details
Jason Downie's Donaldson, Lufkin & Jenrette Experience June 1992 - June 1997
Job Managing Partner at Tailwater Capital LLC
Industry Venture Capital & Private Equity
Experience
Tailwater Capital, LLC   January 2013 - Present
HM Capital Partners  September 2000 - December 2012
Rice, Sangalis, Toole Wilson   June 1999 - August 2000
Donaldson, Lufkin & Jenrette   June 1992 - June 1997

Skills
Private Equity, Valuation, Mergers, Due Diligence, Financial Modeling, Advisory Boards, Change Management, Business Strategy, Trading, Oil&Gas, Midstream, Oil/Gas, Commodity Markets, Board of Director..., Board Governance, Upstream, Oil & Gas Services, Acquisitions, Disposition, Board of Directors, Corporate Development, Investment Banking, LBO, Mergers & Acquisitions, Divestitures, Deal Sourcing, Private Placements, Joint Ventures, Alternative Investments, M&A experience, Venture Capital, Financial Structuring, Securities, IPO, Business Valuation, Capital Markets, Corporate Finance

Education
The University of Texas at Austin - The Red McCombs School of Business   1997 — 1999
Master of Business Administration (M.B.A.), Finance

The University of Texas at Austin   1988 — 1992
BBA, Real Estate Finance

St. John's School   1982 — 1988

Angela Loeb - Richey Angela Loeb - Richey San Antonio, Texas Area Details
Angela Loeb - Richey's Donaldson, Lufkin & Jenrette Experience 1990 - 1998
Job Business Manager South Texas District
Industry Information Technology and Services
Experience
Ingersoll Rand  August 2014 - Present
Ingersoll Rand  August 2012 - September 2014
Sysco  March 2008 - August 2012
Morgan Stanley Smith Barney  2001 - 2005
Morgan Stanley Smith Barney  1999 - 2000
Park Cities Mortgage   1997 - 1999
Donaldson, Lufkin & Jenrette   1990 - 1998

Skills
Food, Menu Development, Food Industry, Marketing Strategy, Market Planning, Food & Beverage, Marketing, Social Media Marketing, Trade Shows, Legal Research, Legal Issues, Residential Mortgages, Mortgage Underwriting, Mortgage Marketing, Financial Services, Compliance, Legal Compliance, Forecasting, Customer Satisfaction

Education
Loyola University
Bachelor of Science (BS), Bachelor of Science in Business Administration

Texas A&M University
Paralegal Certificate

Danny Reich Danny Reich Boca Raton, Florida Details
Danny Reich's Donaldson, Lufkin & Jenrette Experience June 1993 - December 1998
Job Principal, Banyan Global Investment Advisors LLC
Industry Financial Services
Experience
Banyan Global Investment Advisors LLC   June 2011 - Present
Reich Investment Advisors LLC   June 2008 - June 2011
Bear Stearns & Company  June 2003 - May 2008
Lehman Brothers  May 1998 - December 2002
Donaldson, Lufkin & Jenrette   June 1993 - December 1998

Skills
Municipal Bonds, Fixed Income, High Net Worth..., Alternative Investments, Wealth Management, Equities, ETFs, Asset Allocation, Investments, Asset Management, Derivatives, Options..., CMBS, Mezzanine Lending, IRAs, 401(k)s, Special Needs Trusts

Education
Temple University

Joseph Farley Joseph Farley Burlington, Vermont Area Details
Joseph Farley's Donaldson, Lufkin & Jenrette Experience February 1998 - January 2001
Job Analyst at Champlain Investment Partners, LLC
Industry Investment Management
Experience
Champlain Investment Partners, LLC  August 2014 - Present
Stowe Aviation, LLC   March 2013 - Present
Kelvingrove Ventures   January 2013 - Present
Kelvingrove Partners   June 2008 - May 2013
Private Capital Management  December 2002 - June 2008
Morgan Stanley  January 2001 - December 2002
Donaldson, Lufkin & Jenrette   February 1998 - January 2001
UBS  August 1992 - February 1998
AT&T  October 1990 - August 1992
Executive Branch, Division of Budget, State of New York   September 1989 - May 1990

Skills
Investments, Valuation, Portfolio Management, Equity Research, Hedge Funds, Equities, Financial Modeling, Asset Management, Capital Markets, Finance

Education
State University of New York at Albany   1989 — 1992
Master of Arts (MA), Economics

State University of New York at Albany   1986 — 1989
Bachelor of Arts (BA), Economics

Tom Cashel Tom Cashel New York, New York Details
Tom Cashel's Donaldson, Lufkin & Jenrette Experience 1996 - 2001
Job Real Estate Investment Professional at New York, NY
Industry Investment Banking
Experience
New York, NY  2015 - Present
Brookfield Financial Corp.  2013 - 2015
Cushman & Wakefield  2007 - 2013
Midland Development International   2006 - 2007
America's Growth Capital  2005 - 2006
Donaldson, Lufkin & Jenrette   1996 - 2001

Skills
Private Equity, Investment Banking, Corporate Finance, Mergers & Acquisitions, Capital Markets, Private Placements, Real Estate Financing, Start-ups, Mergers, Valuation, Real Estate Transactions, Management Consulting, Fixed Income, Real Estate, Real Estate Private..., Equity Capital Markets, IPO, Emerging Markets, Due Diligence, Commercial Real Estate, Investments, Asset Management, Financial Modeling, Real Estate Economics, Financial Structuring, Structured Finance, Corporate Real Estate, General Business Advice, Joint Ventures, Financial Analysis, Finance, Retail, Brokerage, Equities, Management, Acquisitions, Business Development

Education
Tulane University

David Swearingen David Swearingen Dallas/Fort Worth Area Details
David Swearingen's Donaldson, Lufkin & Jenrette Experience 1997 - 2001
Job
Industry Financial Services
Experience
Energy Advisory Partners, A Division of Furtherlane Asset Management, LLC   December 2012 - February 2014
Girard Securities  December 2007 - August 2012
United Capital Financial Partners, Inc  December 2007 - June 2012
Bear Stearns  December 2003 - December 2007
Donaldson, Lufkin & Jenrette   1997 - 2001

Skills
Investments, Asset Managment, Investment Advisory, Portfolio Management, Strategic Financial..., Investment Strategies, Financial Advisory, Alternative Investments, Finance, Wealth Management, Series 7, Asset Allocation, Securities, Retirement Planning, Financial Analysis, Series 63, Retirement, Private Equity, Estate Planning, Investment Management, Risk Management, Wealth, Equities, Financial Services, Insurance, Hedge Funds, Investment Banking, Fixed Annuities, Fixed Income, Derivatives, High Net Worth..., Separately Managed..., Wealth Management..., Series 65, Energy, Asset Management, Mergers & Acquisitions, Due Diligence, FINRA, Trading, Mutual Funds, ETFs, Valuation, Capital Markets, IRAs, Financial Modeling, Venture Capital, Options, 401k, Relationship Management

Education
Texas Tech University   1985 — 1990

William Howe William Howe Chicago, Illinois Details
William Howe's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Chief Operating Officer at Empeopled, LLC
Industry Online Media
Experience
empeopled   December 2010 - Present
Citadel  May 2006 - July 2008
XRoads Solutions Group  November 2004 - June 2006
BeComm   July 2000 - January 2002
Donaldson, Lufkin & Jenrette   1997 - 2000
Deloitte  1992 - 1995

Skills
Valuation, Restructuring, Financial Modeling, Investment Banking, Equities, Corporate Finance, Mergers, Hedge Funds, Financial Analysis, Corporate Development, Commodity, Risk Management, Management Consulting, Start-ups, Managing Start-ups, Social Networking, Trading, Strategy, Mergers & Acquisitions, Energy, Investments, Finance, Due Diligence, Capital Markets, Management, Emerging Markets

Education
Stanford University Graduate School of Business   1995 — 1997
Master of Business Administration (MBA), Business Administration and Management, General

University of Washington   1987 — 1991
BA, Business Administration

Craig Ziegler Craig Ziegler Greater New York City Area Details
Craig Ziegler's Donaldson, Lufkin & Jenrette Experience 1995 - 1997
Job Global Head Enterprise Sales Strategy
Industry Capital Markets
Experience
Bloomberg LP  August 2013 - Present
Gleacher and Company  2008 - 2013
BNY Capital Markets   2001 - 2008
IBeam Broadcasting  2000 - 2001
Sanwa Securities USA   1997 - 1998
Donaldson, Lufkin & Jenrette   1995 - 1997
Barclays de Zoete Wedd Securities   1991 - 1995
Brown Brothers Harriman  1989 - 1991

Skills
Trading, Sales, Fixed Income, Investments, Capital Markets, Equities, Portfolio Management, Bonds, Bloomberg, Hedge Funds, Finance, Strategy, Money Market, Series 7, Risk Management, Structured Products, Financial Markets

Education
Syracuse University   1985 — 1989
Bachelor of Arts (B.A.), Economics/Finance

Sidney Oster Sidney Oster Las Vegas, Nevada Details
Sidney Oster's Donaldson, Lufkin & Jenrette Experience July 1996 - December 1998
Job Director at Compass Point Gaming Development
Industry Entertainment
Experience
Compass Point Gaming Development   August 2013 - Present
PLAOR  February 2014 - April 2015
Caesars Interactive Entertainment, Inc.   January 2012 - August 2013
Blue Sky Advisors, L.P.   November 2008 - December 2011
Mastodon Ventures, Inc.   December 2003 - November 2008
Legend Sports Gear, Inc.   July 2001 - December 2003
Inman Ventures   June 2001 - June 2002
Hoak Breedlove Wesneski   January 1999 - August 2000
Donaldson, Lufkin & Jenrette   July 1996 - December 1998
Principal Financial Group  1995 - 1996

Skills
Business Development, Business Strategy, Corporate Development, Brand Licensing, Licensing Negotiations, Music Licensing, Fundraising, Start-ups, Entrepreneurship, Management, Venture Capital, Due Diligence, Business Writing, Corporate Finance, Financial Analysis, Strategic Planning, Investment Banking, Emerging Markets, Competitive Analysis, Mergers, Marketing, Project Planning, Analytics, Management Consulting, Leadership, Finance, Mergers & Acquisitions, Financial Modeling, Business Planning, Strategic Partnerships, Market Research, Strategy

Education
The University of Texas at Austin - The Red McCombs School of Business   2000 — 2002
MBA, Marketing and Entrepreneurship

Southern Methodist University
BBA, Finance, Economics

The University of North Texas   1990 — 1993
Bachelor of Fine Arts (BFA), Photography

Steve Lebow Steve Lebow Greater Los Angeles Area Details
Steve Lebow's Donaldson, Lufkin & Jenrette Experience August 1979 - March 2000
Job Chairman and C.E.O.
Industry Investment Management
Experience
Self-employed  June 2009 - Present
GRP Partners   April 2000 - October 2008
Global Retail Partners   January 1996 - March 2000
Donaldson, Lufkin & Jenrette   August 1979 - March 2000

Skills
Private Equity, Venture Capital, Asset Management, Mergers & Acquisitions, Hedge Funds, Alternative Investments, Equities, Portfolio Management, Start-ups, Business Strategy, Entrepreneurship, Investment Banking, Valuation, Due Diligence, Corporate Finance, Capital Markets, Corporate Development, Strategic Planning, Investment Management

Education
University of Pennsylvania - The Wharton School   1977 — 1979
Master of Business Administration (MBA), Finance, General

U.C.L.A.   1973 — 1976
Bachelor of Arts (B.A.), Political Science and Economics, Phi Beta Kappa and Magna Cum Laude

The University of Edinburgh   1974 — 1975
Political Economy, Economics and Architecture

University of California, Irvine   1973 — 1973
Political Science and Government

University of Illinois, Champaign Urbana   1972 — 1972

University of Illinois, Champaign Urbana   1972 — 1972

Foster Corwith Foster Corwith Los Angeles, California Details
Foster Corwith's Donaldson, Lufkin & Jenrette Experience July 2000 - December 2000
Job Portfolio Manager at Causeway Capital Management LLC
Industry Financial Services
Experience
Causeway Capital Management LLC  July 2013 - Present
Causeway Capital Management LLC  July 2006 - June 2013
Deutsche Bank  2005 - 2005
BNY Mellon  January 2003 - July 2004
Credit Suisse  January 2001 - December 2002
Donaldson, Lufkin & Jenrette   July 2000 - December 2000

Skills
Equity Research, Equities, Valuation, Financial Modeling, Investments, Portfolio Management, Capital Markets, Asset Management, Investment Management

Education
University of Chicago   2004 — 2006
Master of Business Administration (MBA), Accounting and Finance

Tufts University   1996 — 2000
Bachelor of Arts (BA), Economics

Emil A Cavallini

Emil A Cavallini!

Emil A Cavallini!

Northern Highlands

Charles Harper Charles Harper Darien, Connecticut Details
Charles Harper's Donaldson, Lufkin & Jenrette Experience January 1997 - August 2000
Job Managing Director at Portfolio Advisors, LLC
Industry Investment Management
Experience
Portfolio Advisors, LLC  January 2014 - Present
Credit Suisse  September 2000 - December 2013
Donaldson, Lufkin & Jenrette   January 1997 - August 2000
First Chicago  June 1990 - December 1996

Skills
Mezzanine, Private Equity, Leveraged Lending, LBO, Leveraged Finance, Fixed Income, Corporate Finance, Middle Market, Investment Banking, Capital Markets, Cash Flow Lending

Education
The University of Chicago Booth School of Business   1994 — 1996
Master of Business Administration (MBA), Accounting and Finance

University of Illinois at Urbana-Champaign   1986 — 1990
Bachelor of Science (B.S.), Finance

Rod Fletcher Rod Fletcher Greater Boston Area Details
Rod Fletcher's Donaldson, Lufkin & Jenrette Experience 1986 - 1992
Job Director of Finance & Ops, Business Manager, Tenacre & Epiphany Schools, CFO Jennus Athletics
Industry Education Management
Experience
Jennus Athletics Company   April 2014 - Present
Tenacre Country Day School  July 2004 - Present
The Epiphany School  June 2002 - Present
Mulberry Preschools Inc   2000 - 2001
City Sports  1994 - 1999
State Street  1992 - 1994
Donaldson, Lufkin & Jenrette   1986 - 1992

Skills
Strategic Planning, Fundraising, Non-profits, Business Strategy, Public Speaking, Staff Development, Business Development, Microsoft Excel, Managerial Finance, Microsoft Office, Private Sector, Budgets, Management Accounting, Employee Benefits, Corporate Finance, Risk Management, Private Placements, Financial Analysis, Financial Modeling, Lines Of Credit, Nonprofits, Coaching, Event Management

Education
Tuck School of Business at Dartmouth   1984 — 1986
MBA, Finance

Stanford University   1976 — 1980
BA, Economics

Jim Kabakow Jim Kabakow Greater New York City Area Details
Jim Kabakow's Donaldson, Lufkin & Jenrette Experience 1987 - 1988
Job CEO, Media Horizons, Inc.
Industry Marketing and Advertising
Experience
Media Horizons  March 2007 - Present
Smart Kids with Learning Disabilities, Inc.   May 2010 - Present
Media Horizons  January 2004 - March 2007
Media Horizons  1989 - 2004
Donaldson, Lufkin & Jenrette   1987 - 1988

Skills
Marketing Strategy, Direct Mail, Integrated Marketing, Direct Marketing, Customer Acquisition, Strategy, Marketing, Media Planning, Analytics, SEM, Account Management, Copywriting, Advertising, Lead Generation, Database Marketing

Education
Tufts University   1984 — 1988
BA, Economics, Ancient History

Mark Somol Mark Somol Greater Boston Area Details
Mark Somol's Donaldson, Lufkin & Jenrette Experience 1998 - 1998
Job Founder and President
Industry Computer Software
Experience
Crescendo Content Marketing  July 2015 - Present
Percussion Software  2012 - Present
Mzinga  2010 - 2012
NeoCarta Ventures  May 2002 - 2009
Highgate Ventures   2000 - 2002
GE Equity  1999 - 2000
Donaldson, Lufkin & Jenrette   1998 - 1998
Oracle Corporation  1992 - 1997

Skills
Strategy, Start-ups, Mergers & Acquisitions, Venture Capital, Enterprise Software, SaaS, Entrepreneurship, Corporate Development, Executive Management, Business Development, Finance, Social Media, Strategic Partnerships, IPO, Go-to-market Strategy, New Business Development, Analytics, Cloud Computing, Forecasting, Professional Services, Strategic Planning, Digital Media, Board of Directors, Product Management, Competitive Analysis, Private Equity, Business Strategy, Mobile Devices, Internet, Growth Strategies, M&A experience, Angel Investing, CFOs, Negotiation, Corporate Finance, E-commerce, Financial Modeling, Divestitures, P&L Management, Management, Wireless, Entrepreneur, Board of Director..., Due Diligence, Business Planning, Acquisition Integration, Restructuring, Valuation, Financial Analysis, Leadership

Education
University of Pennsylvania - The Wharton School   1997 — 1999
MBA

Stanford University   1988 — 1992
A.B., Quantitative Economics

Wayland High School

Wayland High School

Mosely Chaszar Mosely Chaszar United States Details
Mosely Chaszar's Donaldson, Lufkin & Jenrette Experience 1996 - 1999
Job Microsoft
Industry Information Technology and Services
Experience
Microsoft  July 2014 - Present
Network Doctor  September 2012 - July 2014
Network Doctor  October 2011 - October 2012
Columbia University Medical Center  July 2007 - October 2011
Columbia University  February 2002 - July 2007
Donaldson, Lufkin & Jenrette   1996 - 1999

Skills
VMware, Citrix, Windows server 2008, MCSE, ccna, pmp, Windows Server 2003, sonicwall, microsoft exchange 2010, SCCM 2007, Norton Ghost, Altiris, SQL, Project Engineering, Active Directory

Education
Touro College

Karen Schnell Karen Schnell Washington D.C. Metro Area Details
Karen Schnell's Donaldson, Lufkin & Jenrette Experience August 1995 - June 1996
Job Lead Associate at Booz Allen Hamilton
Industry Financial Services
Experience
Booz Allen Hamilton  September 2011 - Present
Various Non-Profit Organizations  January 2001 - September 2011
PriceWaterhouseCoopers LLP  September 1996 - January 2001
Donaldson, Lufkin & Jenrette   August 1995 - June 1996
Price Waterhouse LLP  July 1994 - August 1995
Office of the Comptroller of the Currency  January 1989 - January 1992

Skills
Strategic Planning, Change Management, Financial Analysis, Project Management, Economic Development, Business Process..., Proposal Writing, Management Consulting, Program Management, Government, Business Process..., Risk Management, Financial Modeling, Policy, Organizational..., Organizational..., Business Development

Education
University of Chicago, Harris School for Public Policy   1992 — 1994
Master of Public Policy, international policy

Skidmore College   1985 — 1989
Bachelor of Arts, Political Economy

Marina Morillas Marina Morillas Charlotte, North Carolina Area Details
Marina Morillas's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Executive Assistant to the Executive Chairman at Macquarie Mexico
Industry Banking
Experience
MACQUARIE MEXICO   March 2013 - January 2014
Grupo Industrial Summa, S.A. de C.V.   August 2012 - December 2012
Barclays  October 2011 - June 2012
UBS Investment Bank  November 2010 - August 2011
BlackRock  February 2010 - September 2010
Barclays Global Investors  March 2009 - February 2010
Credit Suisse Zurich Suiza, Oficina de Representación en México   February 2006 - November 2008
credit suisse  1998 - 2008
Donaldson, Lufkin & Jenrette   1999 - 2000

Skills
Equities, Bloomberg, Fixed Income, Asset Managment, Investment Banking, Project Coordination, Office Management

Education
Universidad Nacional Autónoma de México   1983 — 1987

Jeff Wyll Jeff Wyll New York, New York Details
Jeff Wyll's Donaldson, Lufkin & Jenrette Experience July 2000 - October 2000
Job Senior Energy Analyst at Neuberger Berman
Industry Financial Services
Experience
Neuberger Berman  August 2006 - Present
Deutsche Bank  October 2000 - May 2004
Donaldson, Lufkin & Jenrette   July 2000 - October 2000

Education
The University of Chicago - Booth School of Business   2004 — 2006
Master of Business Administration (MBA), Accounting and Finance

The University of Texas at Austin   1996 — 2000
Bachelor of Business Administration (BBA), Business, Finance

Carrie Foley Carrie Foley Greater New York City Area Details
Carrie Foley's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job IDS IDIQ Contracts Manager at Raytheon
Industry Defense & Space
Experience
Raytheon  May 2013 - Present
Raytheon Network Centric Systems  2005 - Present
EG&G Technical Services  2001 - 2005
EG&G Technical Services  2001 - 2005
Donaldson, Lufkin & Jenrette   1999 - 2001
Paine Webber  1998 - 1999
CSC at JPMorgan   1995 - 1999

Skills
C4ISR, Cross-functional Team..., Defence, Defense, DoD, Earned Value Management, Government Contracting, Information Assurance, Management, National Security, Proposal Writing, Program Management, Security Clearance, Strategic Planning, Strategy, Systems Engineering

Education
Tri-State University
Political Science

Brad Voss, CFA Brad Voss, CFA Dallas/Fort Worth Area Details
Brad Voss, CFA's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job
Industry Financial Services
Experience
Nationstar Mortgage  2011 - 2012
CSG Investments  2008 - 2011
Highland Capital Management  2005 - 2008
State Street Research  2004 - 2004
Bear Stearns & Co.   2000 - 2002
Donaldson, Lufkin & Jenrette   1998 - 2000
Luther King Capital Management  1997 - 1998

Education
The University of Texas at Austin - Red McCombs School of Business   2003 — 2005
MBA

University of Texas at Austin
MBA

Texas Christian University   1994 — 1998
BBA, Finance, Accounting

Texas Christian University - M.J. Neeley School of Business   1994 — 1998
BBA

Jacob Sayer Jacob Sayer Greater Boston Area Details
Jacob Sayer's Donaldson, Lufkin & Jenrette Experience 1998 - 2001
Job VP Treasury and Investor Relations at Sensata Technologies
Industry Electrical/Electronic Manufacturing
Experience
Sensata Technologies  2015 - Present
Sensata Technologies  2012 - 2014
Avago Technologies  2009 - 2012
Bryan Garnier & Co   2007 - 2009
UBS Investment Bank  2001 - 2006
Donaldson, Lufkin & Jenrette   1998 - 2001
Cowen and Company  1994 - 1998

Skills
Investment Banking, Corporate Development, Investor Relations, M&A experience, Venture Capital, Private Equity, Valuation, Financial Modeling, Corporate Finance, Due Diligence, Capital Markets, Management, Start-ups, Equities

Education
UC Berkeley   1992 — 1994
MBA

Tulane University   1987 — 1990
BS

Pat Kelly, CFA Pat Kelly, CFA Greater Chicago Area Details
Pat Kelly, CFA's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job Managing Director at River Branch Capital
Industry Investment Management
Experience
River Branch Capital   2009 - Present
Sagard Capital   2007 - 2009
Janus Capital Group  June 2005 - September 2005
Aragon Global Management   2002 - 2004
Credit Suisse  1999 - 2002
Donaldson, Lufkin & Jenrette   1997 - 1999
ABN AMRO  1996 - 1997

Education
Yale University   1992 — 1996
B.S., Mechanical Engineering

The University of Chicago - Booth School of Business   2004 — 2006
MBA, Economics, Strategy

Mike Fatal Mike Fatal Greater New York City Area Details
Mike Fatal's Donaldson, Lufkin & Jenrette Experience September 1997 - December 2000
Job
Industry Information Technology and Services
Experience
Credit Suisse  October 2006 - Present
Credit Suisse  February 2000 - October 2006
Donaldson, Lufkin & Jenrette   September 1997 - December 2000
JP Morgan  April 1996 - September 1997
Rolex - U.S.A.   1996 - 1997

Skills
Information Security..., Information Security..., Risk Management, Risk Analysis, Process Improvement, Security Operations, Firewall Security., Mobile Security, Network Security, Network Design, Wireless Security, Mobile technologies, Project Coordination, Disaster Recovery, Windows Server 2008, Outstanding Customer..., Business Continuity..., Vendor Management, Third Party Vendor..., Cloud Security, Security, Security Audits, Microsoft SQL Server, Windows Server, Vulnerability Assessment, IT Management, IT Strategy, Mobile Technology, ISO 27001, Information Security, Servers, Customer Service, Incident Management, Business Continuity, Firewalls, Information Technology, ITIL, PCI DSS, System Administration, Penetration Testing, Infrastructure, CISM, IT Risk Management, Project Management, Security Policy, Security Awareness, Computer Security, COBIT, Identity Management, Financial Risk

Education
Touro College   1990 — 1994

Jake Fuller Jake Fuller Greater New York City Area Details
Jake Fuller's Donaldson, Lufkin & Jenrette Experience 1996 - 1999
Job Research AnalystGaming, Lodging & eTravel
Industry Leisure, Travel & Tourism
Experience
FBR  November 2013 - February 2015
Lazard Capital Markets  2011 - October 2013
Soleil Securities  May 2009 - January 2011
Thomas Weisel Partners  December 2000 - February 2009
Credit Suisse  1999 - 2000
Donaldson, Lufkin & Jenrette   1996 - 1999
Dow Jones-Federal Filings Newswire   December 1992 - March 1996

Skills
Hotels, Online Travel, Investment Banking, Equity Research, Valuation, Management, Competitive Analysis, Business Strategy, Venture Capital, Start-ups, Private Equity, Portfolio Management, Mergers, Investments, Hedge Funds, Financial Modeling, Financial Analysis, Finance, Equities, Corporate Development, Capital Markets, Bloomberg, Asset Management

Education
University at Albany, SUNY

Dana M. Jacobs, CFA Dana M. Jacobs, CFA Greater Los Angeles Area Details
Dana M. Jacobs, CFA's Donaldson, Lufkin & Jenrette Experience April 1995 - February 2000
Job Executive Director Morgan Stanley Private Wealth Management
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management  June 2015 - Present
Barclays Wealth & Investment Management, Americas   2010 - June 2015
HSBC  April 2005 - May 2010
Credit Suisse First Boston  2000 - 2005
Donaldson, Lufkin & Jenrette   April 1995 - February 2000

Education
UCLA Anderson School of Management   1992 — 1994
MBA, Finance

University of California, Santa Barbara

William Horning William Horning Greater New York City Area Details
William Horning's Donaldson, Lufkin & Jenrette Experience 1993 - 2000
Job VP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  June 1993 - Present
Dolandson Lufkin and Jenertte   June 1993 - August 2000
Donaldson, Lufkin & Jenrette   1993 - 2000
Donaldson, Lufkin & Jenrette (DLJ)   1993 - 1997
Salomon Brothers  1979 - 1992

Skills
Prime Brokerage, Fixed Income, Middle Office, Trading Systems, Investment Banking, Capital Markets, Reference Data, Market Data, Back Office, Equities, Derivatives, Equity Derivatives, Credit Derivatives, Electronic Trading, FX Options, Sybase, Swaps, Hedge Funds, Securities Lending, Structured Products, Trading, Equity Trading, Financial Markets, Collateral Management, Interest Rate..., Bloomberg, Settlement, Securities, Options, Bonds, Asset Managment, Operational Risk, Foreign Exchange, Exchange Connectivity, Portfolio Management, Alternative Investments, Low Latency, Financial Risk, Corporate Actions, Commodity, Banking, Emerging Markets, Money Market, Autosys, Private Equity, Basel II, Financial Services, Private Banking, Market Risk, Product Control

Education
State University of New York - System   1972 — 1976
Asso, IT

Anthony Famiglietti Anthony Famiglietti Greater New York City Area Details
Anthony Famiglietti's Donaldson, Lufkin & Jenrette Experience 2001 - 2002
Job CFO at Long Pond Capital
Industry Financial Services
Experience
Long Pond Capital   August 2010 - Present
North Sound Capital  November 2003 - December 2009
Donaldson, Lufkin & Jenrette   2001 - 2002
Goldstein Golub Kessler, LLP  1998 - 2000
Anchin, Block & Anchin LLP   1996 - 1998

Education
University at Albany, SUNY   1994 — 1996
Accounting

Stony Brook University

Andrea Kapica Andrea Kapica Greater New York City Area Details
Andrea Kapica's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Equity Sales Trader at Credit Suisse
Industry Financial Services
Experience
Credit Suisse  January 2005 - Present
Needham & Company  2001 - 2005
Citi Group  2000 - 2001
Donaldson, Lufkin & Jenrette   1996 - 2000

Skills
Series 63, Series 7, Equities, Bloomberg, Capital Markets, Trading, Corporate Finance, Customer Relations, Investment Banking, Fixed Income, Alternative Investments

Education
State University of New York at Albany   1992 — 1996
Bachelor of Arts, Communication with a Business Minor

Irvington High School   1988 — 1992

Rich Scardina Rich Scardina Greater New York City Area Details
Rich Scardina's Donaldson, Lufkin & Jenrette Experience 1995 - 2004
Job CoFounder, The Atlantic Group
Industry Staffing and Recruiting
Experience
The Atlantic Group  March 2006 - Present
Donaldson, Lufkin & Jenrette   1995 - 2004

Skills
Due Diligence, Hedge Funds, Corporate Finance, Investments, Finance, Recruiting, Investment Banking, Private Equity, Asset Management, Equities, Financial Analysis, Business Analysis, Fund Of Funds, Accounting, Financial Services, Sales Management, Asset Managment, Alternative Investments, Human Resources, Investor Relations

Education
State University of New York College at Oneonta   1988 — 1992
Economics, Accounting, Mathematics

Jay P. Levin CFP Jay P. Levin CFP Rockville, Maryland Details
Jay P. Levin CFP's Donaldson, Lufkin & Jenrette Experience September 1984 - September 1987
Job Owner, Investment Planning Associates, Inc.
Industry Investment Management
Experience
Investment Planning Associates, Inc.   January 1990 - Present
Cowen and Company  October 1987 - May 1989
Donaldson, Lufkin & Jenrette   September 1984 - September 1987

Skills
Personal Financial..., Investment Management, Retirement Planning, College Savings Plans, College Funding..., Tax Management, Public Speaking, Wealth Management, Management, Tax, Investment Strategies, Insurance, Equities, Financial Advisory, Financial Markets, Strategy, Finance, Strategic Financial..., Investment Advisory, Financial Services, Retirement, Financial Risk, Sales, Business Strategy, Due Diligence, Entrepreneurship, Economics, Real Estate Economics, Mutual Funds, Real Estate, Mergers & Acquisitions, Entitlements, Land Acquisition, Portfolio Management, Private Equity, Financial Planning

Education
The University of Texas at Austin   1982 — 1984
Master of Business Administration (MBA), Finance and Investments

Towson University   1978 — 1980
B.S., Economics

Joseph Darconte Joseph Darconte Greater New York City Area Details
Joseph Darconte's Donaldson, Lufkin & Jenrette Experience 1995 - December 2000
Job Fixed Income at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC  April 2008 - Present
Credit Suisse  December 2000 - August 2007
Donaldson, Lufkin & Jenrette   1995 - December 2000

Skills
Excel, Fidessa, Bloomberg

Education
Wagner College   1994 — 1997

Stevens Institute of Technology   1993 — 1994

Monsignor Farrell   1989 — 1993

Steve Bishop Steve Bishop Pittsburgh, Pennsylvania Details
Steve Bishop's Donaldson, Lufkin & Jenrette Experience July 2000 - December 2000
Job Executive Vice President and Chief Financial Officer, Mountaineer Keystone LLC
Industry Oil & Energy
Experience
Mountaineer Keystone LLC  July 2011 - Present
Deutsche Bank  May 2004 - June 2011
Credit Suisse First Boston  December 2000 - March 2004
Donaldson, Lufkin & Jenrette   July 2000 - December 2000

Skills
Leveraged Finance, Investment Banking, Corporate Finance, Restructuring, Corporate Development

Education
UCLA Anderson School of Management   1998 — 2000
MBA, Finance

United States Naval Academy   1989 — 1993
BS, Political Science

Greensburg Central Catholic   1985 — 1989

Daniel Neuwirth Daniel Neuwirth Greater New York City Area Details
Daniel Neuwirth's Donaldson, Lufkin & Jenrette Experience August 1999 - March 2000
Job General Partner and CoFounder, Quad Partners
Industry Venture Capital & Private Equity
Experience
Quad Partners   March 2000 - Present
Donaldson, Lufkin & Jenrette   August 1999 - March 2000
Goldman Sachs  September 1994 - June 1997

Skills
Venture Capital, Private Equity

Education
Dartmouth College - The Tuck School of Business at Dartmouth   1997 — 1999
Master of Business Administration (M.B.A.)

Williams College   1990 — 1994
BA, Economics

Chris Chen Chris Chen San Francisco, California Details
Chris Chen's Donaldson, Lufkin & Jenrette Experience August 1998 - June 2001
Job VP & GM API at Yodlee
Industry Information Technology and Services
Experience
Yodlee  January 2015 - Present
WePay  2012 - January 2015
Vitality Financial, Inc.   May 2008 - July 2011
Accretive Health  2005 - 2007
Freedom Financial Network  2004 - 2004
CIVC Partners  July 2001 - July 2003
Donaldson, Lufkin & Jenrette   August 1998 - June 2001

Skills
Business Strategy, Marketing Strategy, Product Development, Product Marketing, New Business Development, Sales, Sales Management, Compliance, Business Analysis, Financial Analysis, Salesforce.com, Microsoft Excel, PowerPoint, Microsoft Word, Management, Research, Positioning, Business Planning, Marketing, Cross-functional Team..., Start-ups, Business Development, Account Management, Project Management, Strategic Partnerships, Strategy, Entrepreneurship, E-commerce

Education
Stanford University Graduate School of Business   2003 — 2005
Masters, Business Administration

University of Michigan   1994 — 1998
BA, Economics

Charles LaRosa Charles LaRosa Greater Philadelphia Area Details
Charles LaRosa's Donaldson, Lufkin & Jenrette Experience July 1998 - October 2000
Job Examiner at U.S. Securities and Exchange Commission
Industry Investment Management
Experience
U.S. Securities and Exchange Commission   April 2004 - Present
Credit Suisse  October 2000 - May 2002
Donaldson, Lufkin & Jenrette   July 1998 - October 2000

Education
The George Washington University - School of Business   1993 — 1995
MBA

The Catholic University of America   1989 — 1993
BA

Frederic Greenbaum Frederic Greenbaum Greater New York City Area Details
Frederic Greenbaum's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Compliance Manager/Executive
Industry Investment Banking
Experience
UBS Investment Bank  April 2000 - Present
Donaldson, Lufkin & Jenrette   1999 - 2000
Citigroup  1996 - 1999
Citigroup  1993 - 1996
Salomon Brothers  1990 - 1993

Education
New York University - Leonard N. Stern School of Business
MBA, Finance

University at Albany, SUNY
BS, Business

David J. Gottfried David J. Gottfried Greater New York City Area Details
David J. Gottfried's Donaldson, Lufkin & Jenrette Experience May 1988 - January 1992
Job Managing Director and Partner
Industry Financial Services
Experience
Cantor Fitzgerald  May 2004 - Present
Cantor Fitzgerald  2004 - 2008
Fannie Mae  January 1998 - May 2004
Spear Leeds and Kellogg  July 1995 - October 1997
Yamaichi Securities   February 1992 - June 1995
Donaldson, Lufkin & Jenrette   May 1988 - January 1992
Buttonwood Securitiies   1987 - 1988

Skills
Series 7, Series 63, MBS, Bonds, Securities, Trading, Options, Mortgage Banking, Bloomberg, Strategic Financial..., Fixed Income, Mortgage Lending, Hedging, Loans, Capital Markets, Portfolio Management, Financial Planning

Education
Syracuse University - Maxwell School   1984 — 1988
BA, Economics

Gustavo Schwed Gustavo Schwed Greater New York City Area Details
Gustavo Schwed's Donaldson, Lufkin & Jenrette Experience 1988 - 1995
Job Managing Director at Providence Equity Partners
Industry Financial Services
Experience
Providence Equity Partners  2004 - 2012
Morgan Stanley  1998 - 2004
Bassini Playfair Wright   1995 - 1998
Donaldson, Lufkin & Jenrette   1988 - 1995

Education
Stanford University   1986 — 1988
MBA

Swarthmore College   1980 — 1984
BA

Patrick O'Shaughnessy Patrick O'Shaughnessy Greenville, South Carolina Area Details
Patrick O'Shaughnessy's Donaldson, Lufkin & Jenrette Experience 1994 - 2000
Job CEO of Advance America
Industry Financial Services
Experience
Advance America  2007 - Present
Consumer Financial Protection Bureau  2014 - Present
Thomas Weisel Partners  2004 - 2007
Credit Suisse  2000 - 2002
Donaldson, Lufkin & Jenrette   1994 - 2000
Kidder Peabody  1992 - 1994

Skills
Portfolio Management, Investments, Mergers & Acquisitions, Executive Management, Financial Modeling, Asset Management, Financial Analysis, Corporate Finance, Start-ups, Financial Services, Corporate Governance, Strategic Planning, Mergers, Finance, Due Diligence, Risk Management, Management, Private Equity

Education
The University of Chicago Booth School of Business   1990 — 1992
MBA, Finance, International Business

Stockholm School of Economics   1991 — 1991
Economics

University of Notre Dame   1983 — 1987
Bachelor's Degree

Amy Noblin Amy Noblin San Francisco Bay Area Details
Amy Noblin's Donaldson, Lufkin & Jenrette Experience September 1998 - October 2000
Job Research Analyst at William Blair & Company
Industry Investment Banking
Experience
William Blair & Company  November 2011 - Present
Weeden & Co.   March 2010 - August 2011
Pali Capital  June 2008 - February 2010
Banc of America Securities  October 2000 - February 2008
Donaldson, Lufkin & Jenrette   September 1998 - October 2000
Saks Fifth Avenue  1998 - 1998
Harold's Stores, Inc.   1995 - 1997
Neiman Marcus  1993 - 1995

Education
Texas A&M University   1989 — 1993
BS

Bob Jansen Bob Jansen Dallas/Fort Worth Area Details
Bob Jansen's Donaldson, Lufkin & Jenrette Experience July 1985 - September 1986
Job Assistant Vice President
Industry Financial Services
Experience
1st Global  April 2013 - Present
National Financial Partners  September 2000 - September 2012
Charles Schwab  April 1989 - July 1999
Fidelity Investments  April 1987 - October 1988
Donaldson, Lufkin & Jenrette   July 1985 - September 1986

Skills
Recruiting, Project Management, Public Speaking, FINRA, Project Planning, Leadership Development, Financial Services, Management, Contract Negotiation, Call Center, Series 7, Series 63, Securities, Investment Advisory, Mutual Funds, Wealth Management, Retirement, Retirement Planning, Fixed Annuities, Alternative Investments, call center management, Trading, Operations Management, Broker-Dealer, Team Building, Investments, Call Centers, Leadership, Risk Management, Finance, Relationship Management, CRM, Options, 401k, Uniform Combined State..., Series 6, Series 65, Asset Allocation, Financial Advisory, ETFs, Series 24, IRAs, Strategic Financial..., Variable Annuities, Asset Management, Life Insurance, Wealth Management..., Investment Management

Education
Wharton Business School   2006 — 2008
SIFMA Executive Education Program, Finance and Financial Management Services

The University of Texas at Arlington
Bachelor of Business Administration (B.B.A.)

Bonn American High School

Michael Call Michael Call Greater Chicago Area Details
Michael Call's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Vice President, Corporate Development at Kraft Foods Group
Industry Food & Beverages
Experience
Mondelēz International  September 2015 - Present
Kraft Foods Group  October 2012 - July 2015
Kraft Foods  2006 - October 2012
Houlihan Lokey  2003 - 2006
Credit Suisse  2000 - 2002
Donaldson, Lufkin & Jenrette   2000 - 2000
Arthur Andersen  1994 - 1996

Skills
Divestitures, Mergers & Acquisitions, Corporate Development, Corporate Finance, Investment Banking, P&L Management, Acquisition Integration, Competitive Analysis, Restructuring, M&A experience, Financial Analysis, Finance, Business Strategy, Due Diligence, Strategy, Private Equity, Financial Modeling, Valuation

Education
The University of Chicago Booth School of Business   1998 — 2000
MBA, Finance & Economics

University of Chicago Law School   1996 — 2000
JD

University of Wisconsin-Madison   1990 — 1994
BBA/BS, Accounting & Mathematics

Andrew Fitts Andrew Fitts Brooklyn, New York Details
Andrew Fitts's Donaldson, Lufkin & Jenrette Experience July 1999 - September 2000
Job Mathematics Teacher at NYC iSchool
Industry Primary/Secondary Education
Experience
NYC iSchool   August 2015 - Present
A. Philip Randolph Campus High School  August 2014 - Present
Credit Suisse  September 2000 - April 2013
Donaldson, Lufkin & Jenrette   July 1999 - September 2000
Bankers Trust  August 1997 - July 1999

Skills
Fixed Income, Derivatives, Structured Products, Interest Rate..., Credit Derivatives, Capital Markets, Hedge Funds, Investment Banking, FX Options, Equity Derivatives, Equities, Swaps, Alternative Investments, Market Risk, Bonds, Structured Finance, Financial Markets, Bloomberg, Options, Financial Structuring, Emerging Markets, Trading, Trading Systems, Middle Office

Education
Columbia University Teachers College   2012 — 2014
Master's Degree, Mathematics Education

The College of William and Mary - The Mason School of Business   1994 — 1996
MBA, Finance

University of Richmond   1987 — 1991
BA, Economics

Kingswood-Oxford   1982 — 1987
High School

Casandra Fung Casandra Fung Greater New York City Area Details
Casandra Fung's Donaldson, Lufkin & Jenrette Experience March 1999 - October 2000
Job Independent Financial Services Professional
Industry Financial Services
Experience
Bear Stearns  2001 - 2007
Credit Suisse First Boston  October 2000 - July 2001
Donaldson, Lufkin & Jenrette   March 1999 - October 2000
Salomon Smith Barney  June 1997 - March 1999
PricewaterhouseCoopers  January 1997 - May 1997
Morgan Stanley  February 1996 - December 1996
JP Morgan  July 1995 - February 1996

Education
Stevens Institute of Technology   1997 — 1999
Information Management

New York University - Leonard N. Stern School of Business   1993 — 1997
Finance/Information Systems/Management

Eric Wenick Eric Wenick Dallas, Texas Details
Eric Wenick's Donaldson, Lufkin & Jenrette Experience August 1996 - July 1999
Job Renewable Energy/Infrastructure Investor
Industry Venture Capital & Private Equity
Experience
WRB Serra Partners   January 2014 - Present
Private Equity Investor   July 2012 - November 2013
Positive Coaching Alliance  August 2008 - March 2013
MHT Partners  July 2001 - June 2012
Serra Partners   May 2000 - May 2001
Donaldson, Lufkin & Jenrette   August 1996 - July 1999

Skills
Mergers & Acquisitions, Private Equity, Investment Banking, Strategy, Investments, Capital Markets, Mergers, Project Finance, IPO, SaaS, Renewable Energy

Education
Stanford University Graduate School of Business   1999 — 2001
MBA

Yale University   1992 — 1996
Bachelor of Arts, Molecular Biophysics & Biochemistry and Economics

Kenneth Temple, CFA Kenneth Temple, CFA Greater New York City Area Details
Kenneth Temple, CFA's Donaldson, Lufkin & Jenrette Experience April 2000 - December 2000
Job Director at BTIG, LLC
Industry Financial Services
Experience
BTIG, LLC  November 2014 - Present
ConvergEx Group  March 2005 - April 2013
Dresdner Kleinwort Wasserstein Group, Inc.   January 2000 - December 2004
Donaldson, Lufkin & Jenrette   April 2000 - December 2000
Robert Fleming  November 1995 - March 2000
Smith New Court  1993 - 1995

Skills
Equities, Bloomberg, Derivatives, Trading, Options, Electronic Trading, Fixed Income, Capital Markets, Equity Trading, Risk Management, Quantitative Analytics, Financial Risk, VBA, ETFs, Portfolio Optimization, Statistical Modeling, Factor Analysis, Hedging, Relationship Management, Barra Aegis, Matlab

Education
The College of Wooster
Bachelor of Arts (BA), Economics

Greg Rosenberg Greg Rosenberg Washington D.C. Metro Area Details
Greg Rosenberg's Donaldson, Lufkin & Jenrette Experience 1992 - 1997
Job Manager, Liquid Assets Management at International Finance Corporation
Industry Investment Management
Experience
International Finance Corporation  December 2008 - Present
Proxima Alfa Investments   April 2004 - May 2008
Dresdner Kleinwort  2003 - 2004
JP Morgan  1997 - 2002
JPMorgan Chase  1997 - 2002
Donaldson, Lufkin & Jenrette   1992 - 1997

Skills
Fixed Income, Structured Products, ABS, CMBS, Portfolio Management, Derivatives, Asset Management, Bonds, Bloomberg, Trading, Investments, Structured Finance, Securitization, CDO, Credit Derivatives, Investment Management, Credit Analysis, MBS, Finance, Credit, Hedge Funds

Education
The University of Chicago Booth School of Business   1989 — 1991
MBA, finance, accounting

University of Pennsylvania   1983 — 1987
Bachelor of Arts, Mathematics

Michael J Firriolo Michael J Firriolo Greater New York City Area Details
Michael J Firriolo's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Technical Advisor at Morpolytics, LLC
Industry Information Technology and Services
Experience
Morpolytics, LLC   October 2009 - Present
JPMorgan Chase  2008 - August 2009
Bear Stearns  January 2000 - August 2009
Bear Stearns Securities Corp.  2000 - August 2009
Donaldson, Lufkin & Jenrette   1998 - 2000
PR Newswire  January 1996 - 1998
The Cooper Union  1995 - 1996
Kearfott Guidance and Navigation  1983 - 1996

Education
The Cooper Union for the Advancement of Science and Art   1982 — 1985
MEME

The Cooper Union for the Advancement of Science and Art   1978 — 1982
BEME

S. Julian Ku S. Julian Ku Greater New York City Area Details
S. Julian Ku's Donaldson, Lufkin & Jenrette Experience July 1998 - July 2001
Job Global Head of Financial Markets and Murex, FX, Rates, Credits & Commodities Standard Chartered Bank
Industry Financial Services
Experience
Standard Chartered Bank  June 2013 - Present
Calypso Technology  July 2012 - May 2013
Millennium Partners  2011 - July 2012
Société Générale Corporate and Investment Banking   May 2005 - 2011
HSBC  November 2002 - April 2005
Credit Suisse First Boston  August 2001 - October 2002
Donaldson, Lufkin & Jenrette   July 1998 - July 2001
Lehman Brothers  July 1995 - July 1998
Sanwa Securities  May 1992 - June 1995
Princeton Gamma Tech  November 1988 - May 1992

Skills
Leadership, Team Management, Credit Derivatives, Interest Rate..., Business Continuity, Asset, Fixed Income, Analysis, Credit, Project Management, Architecture, Trading Systems, Management, Capital Markets, Derivatives, Investment Banking, Financial Markets

Education
Stony Brook University   1986 — 1988
MS, Electrical Engineering

Linda M. Houllahan Linda M. Houllahan Greater New York City Area Details
Linda M. Houllahan's Donaldson, Lufkin & Jenrette Experience December 1998 - March 2002
Job Financial Professional
Industry Investment Management
Experience
ELLA Capital, LLC   December 2007 - Present
The Bank of New York  February 2006 - December 2007
Salomon Smith Barney  March 2002 - February 2006
Donaldson, Lufkin & Jenrette   December 1998 - March 2002
Lehman Brothers  March 1996 - December 1998
Credit Suisse First Boston  May 1994 - March 1996

Skills
Fund Of Funds, Alternative Investments, Hedge Funds, Separately Managed..., Emerging Markets, Private Equity, Investments, Venture Capital, Structured Products, Fixed Income, Portfolio Management, Investment Strategies, Equities, Asset Management, Due Diligence, Investment Banking, Capital Markets, Derivatives

Education
Yale University - Yale School of Management   1992 — 1994
MBA, Finance

Trinity College-Hartford   1980 — 1984
BS, BIOCHEMISTRY

Yale University - Yale School of Management
Master of Business Administration (MBA), MPPM, Finance, General

Dana Delfino Dana Delfino Greater New York City Area Details
Dana Delfino's Donaldson, Lufkin & Jenrette Experience 1996 - 1998
Job Custom Project Coordinator at Econoco
Industry Retail
Experience
Econoco   2003 - Present
Imagedog Media  1999 - 2003
Donaldson, Lufkin & Jenrette   1996 - 1998

Skills
Program Management, Project Management, Vendor Management, Manage Client..., Client Development, Customer Retention, Team Leadership, Organizational..., Brand Awareness, Solution Implementation, Creative Writing, Resume Writing

Education
State University of New York College at Brockport   1991 — 1995
Bachelor of Arts (B.A.), Creative Writing

Kevin Kogler Kevin Kogler San Francisco Bay Area Details
Kevin Kogler's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Founder & President MicroBiz POS
Industry Computer Software
Experience
MicroBiz Cloud Point of Sale   March 2012 - Present
Shelton Capital Management  February 2005 - Present
CAM Commerce Solutions  April 2010 - March 2012
Robertson Piper Software Group   August 2006 - March 2012
FBR  2003 - 2006
Citi  2001 - 2003
Citi  2001 - 2003
Citi  2001 - 2003
Credit Suisse First Boston (formely Donaldson Lufkin & Jenrette)   2000 - 2002
Donaldson, Lufkin & Jenrette   1997 - 2000

Skills
Equities, Retail, Accounting, Mutual Funds, Valuation, Mergers, Financial Modeling, Due Diligence, Private Equity, Portfolio Management

Education
The University of Chicago - Booth School of Business   1992 — 1995
MBA, Analytical Finance, Accounting, With Honors

University of Wisconsin-Madison   1985 — 1989
BBA, Real Estate/Accounting

Wauwatosa East   1981 — 1984
General

Ed Brakeman Ed Brakeman Greater Boston Area Details
Ed Brakeman's Donaldson, Lufkin & Jenrette Experience August 1986 - March 1988
Job Investor
Industry Investment Management
Experience
Bain Capital  Advisory CouncilRagon Institute of MGH, MIT and HarvardApril 2012 - Present
African Leadership Foundation  March 2009 - Present
Marine Biological Laboratory  June 2008 - Present
Boys Town  November 2007 - Present
Kliptown Youth Program   June 2007 - Present
Donaldson, Lufkin & Jenrette   August 1986 - March 1988

Skills
Strategy, Nonprofits, Entrepreneurship, Private Equity, Corporate Development, Financial Modeling, Investments, Finance, Management, Leadership, Venture Capital, Start-ups

Education
Stanford University Graduate School of Business   1990 — 1992
MBA

University of California, Berkeley   1982 — 1986
B.S., Business

University High School

Allen Oppici Allen Oppici Greater New York City Area Details
Allen Oppici's Donaldson, Lufkin & Jenrette Experience June 1995 - October 2000
Job Managing Director at Sterne Agee
Industry Financial Services
Experience
Sterne Agee  October 2011 - Present
Citadel Securities  March 2011 - September 2011
Chapdelaine Credit Partners  October 2009 - March 2011
Concept Capital  February 2009 - September 2009
Credit Suisse Securities (USA) LLC   October 2000 - January 2008
Donaldson, Lufkin & Jenrette   June 1995 - October 2000
AXA Advisors  1990 - 1995
New York Life Insurance  June 1987 - January 1990

Education
State University of New York College at Oneonta   1984 — 1987
BS, Bisiness Economics/Accounting

Rob Varesio Rob Varesio Greater New York City Area Details
Rob Varesio's Donaldson, Lufkin & Jenrette Experience July 1999 - July 2001
Job Director/Trader's Assistant High Yield Trading Credit Suisse
Industry Banking
Experience
Credit Suisse  August 2001 - Present
Donaldson, Lufkin & Jenrette   July 1999 - July 2001
Pershing, a BNY Mellon company  February 1996 - June 1999
Brown Brothers Harriman  December 1994 - February 1996

Skills
Fixed Income, Electronic Trading, High Yield, Trading, Derivatives, Bloomberg, Bonds, Equities, Capital Markets

Education
St. John's University, The Peter J. Tobin College of Business   1996 — 1998
MBA, Finance

University of Scranton   1990 — 1994
BS, Finance

Rose Tringali Rose Tringali Greater New York City Area Details
Rose Tringali's Donaldson, Lufkin & Jenrette Experience 1982 - 2001
Job Independent Facilities Services Professional
Industry Facilities Services
Experience
RTC Group   2001 - Present
The Winter Group  2004 - 2008
Credit Suisse First Boston  2000 - 2001
Donaldson, Lufkin & Jenrette   1982 - 2001

Skills
Facilities Management, Risk Management, Project Management, Vendor Management, Asset Managment, Operations Management, Due Diligence, Budgets, Management, Process Improvement, Asset Management, Program Management, Mortgage Lending, Financial Risk, Negotiation, Strategic Planning, Fixed Income

Education
The New School
Space Planning & Design

Barbara Chell Barbara Chell Greater New York City Area Details
Barbara Chell's Donaldson, Lufkin & Jenrette Experience 1989 - 2000
Job Principal at C & A Consulting, LLC
Industry Financial Services
Experience
C&A Consulting LLC  September 2010 - Present
Oak Valley Advisors   September 2008 - September 2010
The Winter Group  2002 - 2008
Credit Suisse First Boston  2000 - 2002
Credit Suisse  2000 - 2002
DLJ  1989 - 2000
Donaldson, Lufkin & Jenrette   1989 - 2000
Drexel Burnham Lambert  1984 - 1989

Skills
Capital Markets

Education
State University of New York - System   1975 — 1979
BA in accounting

Christine Schneider Christine Schneider San Francisco Bay Area Details
Christine Schneider's Donaldson, Lufkin & Jenrette Experience 1987 - 2000
Job Executive Director Consultant Relations at UBS Global Asset Management (Americas)
Industry Financial Services
Experience
UBS Global Asset Management  March 2012 - Present
QS Investors, LLC  August 2010 - January 2012
DB Advisors  January 2008 - August 2010
Oppenheimer Capital  September 2001 - November 2007
Donaldson, Lufkin & Jenrette   1987 - 2000

Skills
Alternative Investments, Asset Management, Derivatives, Fixed Income, Investments, Equities, Investment Management, Hedge Funds, Asset Allocation, Portfolio Management, Mutual Funds, Emerging Markets, Corporate Finance, Trading, Series 7, Securities, Valuation, Bloomberg, Institutional..., Investor Relations, Investment Strategies, Wealth Management, Investment Banking, Private Equity, FINRA, Risk Management, Asset Managment, Capital Markets, Equity Research, ETFs, Bonds, Fund Of Funds

Education
New York University - Leonard N. Stern School of Business   1990 — 1993
MBA, Finance

State University of New York College at Potsdam   1983 — 1987
Bachelor of Science (B.S.), Mathematics and Computer Science

Simon Guenzl Simon Guenzl Richmond, Virginia Details
Simon Guenzl's Donaldson, Lufkin & Jenrette Experience July 1996 - January 1999
Job Director of Private Equity/Buyout Investments at Spider Management Company
Industry Investment Management
Experience
Spider Management Company  June 2015 - Present
Paul Capital Partners  March 2004 - May 2015
Sprout Group  January 1999 - March 2004
Donaldson, Lufkin & Jenrette   July 1996 - January 1999
Lehman Brothers  April 1994 - June 1996
Linklaters & Paines   September 1991 - March 1994
Durack & Zilko   December 1987 - June 1989

Skills
Alternative Investments, Fund Of Funds, Private Equity, Fundraising, Portfolio Management, Risk Management, Process Improvement, Personnel Management, Due Diligence, Valuation, Growth Capital, Venture Capital, Mergers & Acquisitions, Financial Advisory, Investment Banking

Education
University of Pennsylvania - The Wharton School   1989 — 1991
Master of Business Administration (M.B.A.), Finance, Palmer Scholar

The University of Western Australia   1984 — 1987
B.Juris, LLB (Hons), Law

Diana Walters Diana Walters Greater New York City Area Details
Diana Walters's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job 575 Grant, LLC
Industry Financial Services
Experience
Liberty Metals and Mining, LLC   January 2010 - September 2014
Eland Capital, LLC   August 2008 - January 2011
HSBC Securities  2005 - 2007
Credit Suisse First Boston  1998 - 2005
Credit Suisse First Boston/DLJ   1998 - 2005
Donaldson, Lufkin & Jenrette   1998 - 2000
Donaldson, Lufkin & Jenrette Securities Corp.   1997 - 2000
PaineWebber  1996 - 1998
Deeptech International, Inc.   1993 - 1996
ING  1990 - 1993

Skills
Investment Banking, Capital Markets, Investments, Renewable Energy, Equities, Valuation, Energy, Corporate Finance, Management, Private Equity, Financial Modeling

Education
The University of Texas at Austin   1985 — 1986
Masters, Energy and Mineral Resources

University of Texas at Austin   1981 — 1985
Plan II

Caryn Laermer Caryn Laermer Greater New York City Area Details
Caryn Laermer's Donaldson, Lufkin & Jenrette Experience 1982 - 1990
Job Consultant, The Avoca Group
Industry Pharmaceuticals
Experience
The Avoca Group   March 2007 - Present
Donaldson, Lufkin & Jenrette   1982 - 1990

Skills
Pharmaceutical Industry, CRO, Clinical Development, Biotechnology, Drug Development, Oncology

Education
Tufts University   1977 — 1980
BA, Economics

New York University - Leonard N. Stern School of Business
MBA, Finance

Andre Trudell Andre Trudell Kansas City, Missouri Area Details
Andre Trudell's Donaldson, Lufkin & Jenrette Experience May 1997 - May 1999
Job Managing Director of Capital Markets at UMB Bank
Industry Financial Services
Experience
UMB Bank  April 2013 - Present
UMB Bank  May 1999 - April 2013
Donaldson, Lufkin & Jenrette   May 1997 - May 1999

Education
The University of Kansas
Bachelor of Science, Business Administration

Garrett O'Reilly Garrett O'Reilly Greater New York City Area Details
Garrett O'Reilly's Donaldson, Lufkin & Jenrette Experience 1994 - 1999
Job Managing Director Global Head Research Compliance
Industry Financial Services
Experience
Bank of America Merrill Lynch  August 2010 - Present
Goldman Sachs  April 2003 - August 2010
Goldman Sachs  July 1999 - April 2003
Donaldson, Lufkin & Jenrette   1994 - 1999
Salomon Brothers  July 1991 - March 1994

Skills
Hedge Funds, Capital Markets, Investment Banking, Equities, Fixed Income

Education
St. John's University, The Peter J. Tobin College of Business   1990 — 1995
MBA, Accounting

St. John's University, The Peter J. Tobin College of Business   1985 — 1987
BS, Finance

Alex Zilberman Alex Zilberman Greater New York City Area Details
Alex Zilberman's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Available
Industry Banking
Experience
Credit Suisse  2011 - July 2015
Advisory Services  2009 - March 2011
Credit Suisse  2000 - 2008
Credit Suisse First Boston  2000 - 2008
Donaldson, Lufkin & Jenrette   1999 - 2000

Skills
Credit Derivatives, CDO, Structured Products, ABS, CLO, High Yield, Securitization, Structured Finance, MBS, Fixed Income, Investment Banking, Swaps, Financial Structuring, Interest Rate..., Derivatives

Education
University of Michigan - Stephen M. Ross School of Business   1998 — 2000
Master of Business Administration (MBA)

Technion - Israel Institute of Technology   1993 — 1996
Bachelor of Science (BSc), Industrial Engineering

Scott Xie Scott Xie Greater New York City Area Details
Scott Xie's Donaldson, Lufkin & Jenrette Experience August 2000 - November 2000
Job Sr. Systems Engineer at Bank of TokyoMitsubishi
Industry Investment Banking
Experience
Bank of Tokyo-Mitsubishi  June 2010 - Present
IBM  July 2009 - June 2010
Credit Suisse  November 2000 - December 2006
Credit Suisse Investment Bank  2000 - 2006
Credit Suisse/First Boston   2000 - 2006
Donaldson, Lufkin & Jenrette   August 2000 - November 2000
TD Waterhouse  1998 - 2000
HSBC  July 1997 - June 1998

Skills
RHEL, Microsoft Exchange, VMware, vSphere, IIS, NFS, Perl, Servers, Windows, Virtualization, VMware ESX, Disaster Recovery, Active Directory, Windows Server, System Deployment, VMware Infrastructure, Troubleshooting, Business Continuity, IT Operations, Solaris, Data Center, Cluster, High Availability, Infrastructure, SAN, Enterprise Architecture, Storage Area Networks, Citrix, ITIL, DNS, Server Architecture, Storage, Unix, WSUS, Operating Systems, HP, Microsoft Technologies, Network Security, Powershell, Cloud Computing, Shell Scripting, Information Technology, Information Security, Linux, Network Administration, Windows 7, Veritas Volume Manager, Microsoft SQL Server, Service Delivery, Information Security...

Education
State University of New York at Buffalo - School of Management   1993 — 1997
BS, MIS

Ted Haley Ted Haley Greater New York City Area Details
Ted Haley's Donaldson, Lufkin & Jenrette Experience March 2000 - October 2000
Job Canadian Equity Trader at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse  September 2014 - Present
TD Securities (USA) LLC   2008 - April 2013
Credit Suisse  October 2000 - May 2008
Donaldson, Lufkin & Jenrette   March 2000 - October 2000
Hambrecht & Quist  April 1994 - March 2000

Skills
Series 7, Equities, Equity Trading, Electronic Trading, Series 63, Trading Systems, Trading, Bloomberg, Investment Banking, Alternative Investments, Financial Markets, Institutional..., Equity Research, Equity Derivatives, Derivatives, Mutual Funds, Asset Management, Financial Services, Options

Education
The Catholic University of America   1988 — 1992
History

Herald L. Ritch Herald L. Ritch Greater New York City Area Details
Herald L. Ritch's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Chairman, President & CEO at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors  2003 - Present
Citigroup Global Markets Inc. (formerly Salomon Smith Barney, Inc.)   2000 - 2003
Donaldson, Lufkin & Jenrette   1997 - 2000

Education
Stanford University
Bachelor's degree, Economics

Wharton School, University of Pennsylvania
Master of Business Administration (MBA), Finance, General

Kevin Denney Kevin Denney Dallas, Texas Details
Kevin Denney's Donaldson, Lufkin & Jenrette Experience July 1996 - February 1998
Job Investment Banking Associate
Industry Financial Services
Experience
Gulf & Pacific Group   October 2012 - Present
ISI Capital   May 2008 - May 2011
Sterne Agee & Leach  June 2007 - April 2008
The Benchmark Company  March 2004 - June 2007
Brean Murray, Carret & Co   September 2001 - March 2004
Salomon Smith Barney  February 1998 - September 2001
Donaldson, Lufkin & Jenrette   July 1996 - February 1998

Skills
Customer Service, New Business Development, Sales Management, Sales, Banking, Account Management

Education
Tulane University   1993 — 1995
Masters of Accounting, Accounting

Tulane University   1989 — 1993
Bachelor of Science in Management, Business

Dan Oill Dan Oill Greater New York City Area Details
Dan Oill's Donaldson, Lufkin & Jenrette Experience 1994 - 1997
Job Project Executive at Hunter Roberts Construction Group
Industry Construction
Experience
Hunter Roberts Construction Group  Project DirectorQ&A1998 - 2003
Donaldson, Lufkin & Jenrette   1994 - 1997
Henegan Construction Co.  1989 - 1994

Education
United States Merchant Marine Academy

Pamela Sackmann Pamela Sackmann New York, New York Details
Pamela Sackmann's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Counsel at Mayer Brown LLP
Industry Law Practice
Experience
Mayer Brown  July 2001 - Present
Lehman Brothers  2000 - 2001
Donaldson, Lufkin & Jenrette   1999 - 2000
Deutsche Bank/Bankers Trust  1998 - 1999
Debevoise & Plimpton  1995 - 1997
Fried Frank  1991 - 1995

Skills
Corporate Law, Derivatives, ISDA, Securitization, Dodd-Frank, Structured Finance, FX Options, Securities Lending, Project Finance, Mergers & Acquisitions, Private Equity

Education
Stanford Law School
JD

University of Illinois at Urbana-Champaign
BS, Biology/Psychology

Joanne Gerstel Joanne Gerstel United States Details
Joanne Gerstel's Donaldson, Lufkin & Jenrette Experience January 1969 - December 1971
Job Proprietor at LadyFrog Press
Industry Graphic Design
Experience
LadyFrog Press   March 2013 - Present
Sullivan & Cromwell LLP  January 1996 - February 2013
The Galliard Organization   December 1981 - December 1995
A.G. Becker & Co.   December 1971 - December 1981
Donaldson, Lufkin & Jenrette   January 1969 - December 1971

Skills
Graphic Design, Graphics, Marketing, Public Relations, Management, Adobe Acrobat, Editing, Social Media, Newsletters, Corporate Law, Copywriting, Advertising, Photography, Corporate Branding, Blogging

Education
Syracuse University
Bachelor of Arts (B.A.)

Syracuse University
Master of Arts study under Ford Foundation Grant

Michael Crow Michael Crow Dallas/Fort Worth Area Details
Michael Crow's Donaldson, Lufkin & Jenrette Experience August 1988 - December 2000
Job Senior Vice President CFO at Sequel Holdings, L.P.
Industry Investment Management
Experience
Sequel Holdings, L.P.   April 2011 - Present
Falcon Investment Advisors   February 2008 - April 2011
Sequel Holdings, LP   January 2006 - February 2008
Growth Capital Partners  January 2001 - December 2005
Donaldson, Lufkin & Jenrette   August 1988 - December 2000

Education
University of Virginia Darden School of Business   1986 — 1988
MBA

Southern Methodist University - Cox School of Business   1978 — 1982
BBA, Finance, Economics, Mathematics

Richard Whitney Richard Whitney Greater New York City Area Details
Richard Whitney's Donaldson, Lufkin & Jenrette Experience January 1994 - September 2000
Job Managing Director, Lazard
Industry Investment Banking
Experience
Credit Suisse  September 2000 - August 2011
Donaldson, Lufkin & Jenrette   January 1994 - September 2000

Skills
Investment Banking, Private Equity, Project Finance, Equities, Valuation, Capital Markets, LBO, Fixed Income, Due Diligence, Mergers & Acquisitions, Investments

Education
The George Washington University - School of Business   1983 — 1985
MBA, International Finance

University of Colorado Boulder   1977 — 1981
BS, Business

James Puckett James Puckett San Francisco Bay Area Details
James Puckett's Donaldson, Lufkin & Jenrette Experience 1993 - 1997
Job Chief Financial Officer at Wentwood Capital Advisors, LP
Industry Investment Management
Experience
Wentwood Capital Advisors, LP  June 2012 - Present
Quarter Circle Capital, LLC   January 2005 - Present
QCH Partners, LP   2000 - 2005
SpinCycle  1998 - 2000
Donaldson, Lufkin & Jenrette   1993 - 1997
PaineWebber  1990 - 1993
Drexel Burnham Lambert  January 1987 - February 1989

Education
The University of New Mexico   1980 — 1985
BA, Economics

Patricia Fanning-Adorno Patricia Fanning-Adorno Manorville, New York Details
Patricia Fanning-Adorno's Donaldson, Lufkin & Jenrette Experience 1991 - 1998
Job Tournament/Member Relations Coordinator at Willow Creek Golf & Country Club
Industry
Experience
Willow Creek Golf & Country Club   August 2011 - Present
O'Shea Marcincuk & Bruyn LLP   1999 - 2005
Donaldson, Lufkin & Jenrette   1991 - 1998

Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Outlook, Public Speaking, Budgets, Negotiation, Editing, Social Media

Education
Suffolk County Community College   2009 — 2011
Associate's degree, Office Management and Supervision

Joseph Benhardt Joseph Benhardt Greater New York City Area Details
Joseph Benhardt's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Operational Risk Consultant at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities  September 2015 - Present
Morgan Stanley  July 2013 - Present
Resources Global Professionals  February 2012 - July 2013
MF Global  March 2011 - November 2011
Morgan Stanley  June 2004 - March 2011
Dresdner Kleinwort Wasserstein  September 2003 - June 2004
Citigroup  2000 - 2003
Donaldson, Lufkin & Jenrette   1997 - 2000
American International Group  1995 - 1997

Skills
Fixed Income, Product Control, Derivatives, Credit Derivatives

Education
St. John's University, The Peter J. Tobin College of Business   1997 — 2000
MBA, Finance

Southern New Hampshire University   1990 — 1994
Bachelor's degree, Accounting

William J. Donohue William J. Donohue Greater Boston Area Details
William J. Donohue's Donaldson, Lufkin & Jenrette Experience April 2000 - January 2001
Job Director Credit Suisse Private Banking
Industry Banking
Experience
Credit Suisse  January 2001 - Present
Donaldson, Lufkin & Jenrette   April 2000 - January 2001
LPL Financial  January 1996 - April 2000

Skills
Capital Markets, Portfolio Management, Private Banking, Financial Markets, Asset Management, Investments, municipal fixed income

Education
SUNY Oneonta   1977 — 1981
minors: Political Science, American History

State University of New York College at Oneonta   1977 — 1981
Bachelor of Business Administration (B.B.A.), Business/Managerial Economics

Alan Sands Alan Sands Greater New York City Area Details
Alan Sands's Donaldson, Lufkin & Jenrette Experience 1996 - 1996
Job Client Integration Manager Americas at MarketAxess
Industry Financial Services
Experience
MarketAxess  January 2014 - Present
SURFACExchange   January 2012 - April 2013
The Stevens Group  2011 - 2012
Societe Generale  2010 - 2011
Millennium Partners  2004 - 2010
UBS Investment Bank  1997 - 2004
ACNielsen / Dun & Bradstreet   1996 - 1997
Donaldson, Lufkin & Jenrette   1996 - 1996
Visser Software Services, Inc.   1995 - 1996
Salomon Brothers  1990 - 1993

Education
The University of Texas at Austin
Bachelor of Architecture

Tulane University
Biomedical Engineering

pedro beroy pedro beroy Greater New York City Area Details
pedro beroy's Donaldson, Lufkin & Jenrette Experience February 1995 - September 2000
Job CoFounder/Partner at Aurum Soluciones Financieras
Industry Banking
Experience
Aurum Soluciones Financieras   January 2012 - Present
Credit Suisse  September 2000 - June 2011
Donaldson, Lufkin & Jenrette   February 1995 - September 2000
Bankers Trust  August 1992 - February 1995

Skills
Derivatives, Emerging Markets, Fixed Income, Capital Markets, Investment Banking, Hedge Funds, Investments, Equities, Asset Management, Portfolio Management, Structured Products, Structured Finance, Private Equity

Education
The Amos Tuck School at Dartmouth College   1990 — 1992
MBA, Business Administration

Universitat Politècnica de Catalunya   1981 — 1987
MS, Civil Engineering

Steve Casella Steve Casella Greater New York City Area Details
Steve Casella's Donaldson, Lufkin & Jenrette Experience 1996 - 2001
Job SVP at US Trust
Industry Financial Services
Experience
US Trust  October 2006 - Present
Dominick & Dominick LLC  2004 - 2006
Donaldson, Lufkin & Jenrette   1996 - 2001
J.P. Morgan   1986 - 1996

Skills
Alternative Investments, Series 7, Asset Allocation, Hedge Funds, Equities, Fixed Income

Education
St. John's University, The Peter J. Tobin College of Business   1986 — 1990
MBA, International Finance

St John's University   1981 — 1985
B.S., Finance

Lorinda Laub, CFA Lorinda Laub, CFA Greater New York City Area Details
Lorinda Laub, CFA's Donaldson, Lufkin & Jenrette Experience 1986 - 1989
Job Sr Portfolio Manager at Legg Mason Investment Counsel
Industry Investment Management
Experience
Legg Mason Investment Counsel  2007 - Present
US Trust Co   1998 - 2007
Brown Brothers Harriman  1991 - 1998
Donaldson, Lufkin & Jenrette   1986 - 1989

Skills
Alternative Investments, Asset Allocation, Investment Management, Asset Managment, Wealth Management..., Equities, Wealth Management, Hedge Funds, Series 7, Investment Strategies, Investment Advisory, Portfolio Management, Investments, Series 63, Fixed Income

Education
University of North Carolina at Chapel Hill   1989 — 1991
MBA, Finance

Trinity College-Hartford   1982 — 1986
BA, Economics

Sevareid Amanda Sevareid Amanda New York, New York Details
Sevareid Amanda's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job
Industry Philanthropy
Experience
The Rockefeller Foundation  June 2001 - May 2012
Donaldson, Lufkin & Jenrette   1997 - 1999
Donaldson, Lufkin & Jenrette   1997 - 1999

Skills
Philanthropy, Non-profits, International..., Grant Writing, Grants

Education
The New School

Linda Krogdahl Linda Krogdahl New York, New York Details
Linda Krogdahl's Donaldson, Lufkin & Jenrette Experience 1986 - 1999
Job Bertelsmann, Inc.
Industry Publishing
Experience
Bertelsmann Inc.  June 2014 - Present
Morgan Stanley  2003 - 2013
Donaldson, Lufkin & Jenrette   1986 - 1999

Skills
Investment Banking, Capital Markets, Equities, Investor Relations, Private Equity, Corporate Finance, Mergers & Acquisitions, Fixed Income, LBO, Mergers

Education
St. Francis College
BA, Economics

St. Joseph's Convent, San Fernando, Trinidad, WI
High School

The Canaan Presbyterian School, Duncan Village, Trinidad, WI
Elementary School

Lou Rispoli Lou Rispoli Greater New York City Area Details
Lou Rispoli's Donaldson, Lufkin & Jenrette Experience 1998 - 2002
Job Concert Manager, Greenwich House Music School
Industry Music
Experience
Greenwich House Music School  June 2011 - Present
Estate of Maurice Grosser   July 1989 - January 2012
Forestdale, Inc.   2008 - 2009
Donaldson, Lufkin & Jenrette   1998 - 2002
Merrill Lynch  1994 - 1998
Virgil Thomson, Composer and Critic   1979 - 1986

Education
SUNY Stony Brook   1967 — 1999
BA, English Literature

Doug Fiek Doug Fiek San Francisco Bay Area Details
Doug Fiek's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Director at Credit Suisse
Industry Banking
Experience
Credit Suisse  2000 - Present
Donaldson, Lufkin & Jenrette   1997 - 2000
CS First Boston  1993 - 1994
Price Waterhouse  1990 - 1992

Education
UCLA Anderson School of Management   1995 — 1997
MBA, Finance

UC Berkeley   1985 — 1989
BS, Economics & Bus Ad

Alan Mantel Alan Mantel Greater New York City Area Details
Alan Mantel's Donaldson, Lufkin & Jenrette Experience 1989 - 2000
Job Partner at Snow Phipps Group, LLC
Industry Investment Management
Experience
Snow Phipps Group, LLC   2005 - Present
Credit Suisse  2000 - 2004
Donaldson, Lufkin & Jenrette   1989 - 2000

Education
University of Chicago Graduate School of Business   1988 — 1990
MBA, Finance

State University of New York at Albany   1981 — 1985
BS, Accounting

John Jay Gebhardt John Jay Gebhardt Greater New York City Area Details
John Jay Gebhardt's Donaldson, Lufkin & Jenrette Experience 1981 - 1982
Job Artist at Carrandi Ltd
Industry Fine Art
Experience
Carrandi Ltd   1997 - Present
Krannich Solar USA  2012 - 2012
Krannich Solar USA  2012 - 2012
American Stock Exchange  June 1987 - July 2002
Ocwen Trading   1983 - 1987
EFHutton  1982 - 1983
Donaldson, Lufkin & Jenrette   1981 - 1982
Pershing, a BNY Mellon company  September 1980 - April 1981

Skills
Creative Fine Art, Fine art appraisal, Risk Management, Market Risk, Knowledge of the Solar...

Education
State University of New York at Albany   1976 — 1980
Bachelor of Arts (B.A.), Economics and History, Honors

Bonnie Siegal Bonnie Siegal Greater New York City Area Details
Bonnie Siegal's Donaldson, Lufkin & Jenrette Experience 1990 - 1995
Job Managing Director at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co.   April 2007 - Present
Ryan Beck & Co.   2005 - 2007
Legg Mason  2004 - 2005
Ziegler  2001 - 2004
Alex Brown  1995 - 1997
Donaldson, Lufkin & Jenrette   1990 - 1995
Bear Stearns  1982 - 1985

Education
Temple University   1980 — 1982
MBA, Healthcare Administration

University of Pennsylvania   1975 — 1978
BA

University of Pennsylvania   1975 — 1978
Bachelor’s Degree

John D'Ornellas John D'Ornellas Santa Fe, New Mexico Details
John D'Ornellas's Donaldson, Lufkin & Jenrette Experience 1993 - October 2001
Job Project Manager at State of New Mexico
Industry Government Administration
Experience
State of New Mexico  August 2008 - Present
Credit Suisse First Boston  October 2001 - October 2003
Donaldson, Lufkin & Jenrette   1993 - October 2001

Skills
Program Management, Government, PMO, Project Management

Education
New York University, Stern School of Business   1967 — 1971
Masters in Business Administration, Business Management

St. Francis College   1964 — 1967
Batchelor of Business Administration, Accounting

Alan Tofig Alan Tofig Newtown, Pennsylvania Details
Alan Tofig's Donaldson, Lufkin & Jenrette Experience August 1993 - July 1995
Job Insurance Product Specialist
Industry Insurance
Experience
Brian K. Adams and Assoicates   May 2013 - June 2015
The Hartford  August 2010 - May 2013
MassMutual Financial Group  May 2006 - July 2010
AXA  July 1995 - June 2006
Donaldson, Lufkin & Jenrette   August 1993 - July 1995
Merrill Lynch  November 1988 - July 1993
The Grove School  May 1985 - August 1988

Skills
Insurance, General Insurance

Education
St. Lawrence University   1979 — 1983
Bachelor's degree, Political Science and Government

Joe LaBarbera Joe LaBarbera Greater New York City Area Details
Joe LaBarbera's Donaldson, Lufkin & Jenrette Experience 1989 - 2000
Job Vice President, Finance Securitized Products
Industry Financial Services
Experience
Barclays Investment Bank  2004 - 2014
Credit Suisse  2000 - 2004
Donaldson, Lufkin & Jenrette   1989 - 2000

Skills
Finance, Accounting, Fixed Income, Securitization, Financial Reporting, Management, Financial Analysis, Auditing, Product Control, Internal Controls

Education
St. John's University   1988 — 1993
Master's degree, Finance, General

St. John's University   1984 — 1987
Bachelor of Science (BS), Accounting

Buck Glenn Buck Glenn Atlanta, Georgia Details
Buck Glenn's Donaldson, Lufkin & Jenrette Experience March 1995 - August 2000
Job Analyst at Barlow Partners
Industry Investment Management
Experience
Barlow Partners   January 2009 - Present
Global Strategies Investment Mgt   May 2004 - December 2008
Delta Air Lines  January 2002 - April 2004
Donaldson, Lufkin & Jenrette   March 1995 - August 2000

Skills
Fund Of Funds, Mutual Funds, Analysis, Data Analysis, Research, Customer Service, Valuation, Process Improvement, SQL, Corporate Finance, Hedge Funds, Investments, Asset Management, Alternative Investments, Due Diligence

Education
The George Washington University   2002 — 2004
Master of Business Administration (M.B.A.), M.B.A.

Tulane University   1991 — 1994
Bachelor's Degree, B.A.

Phillips Academy, Andover   1988 — 1991
High School

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