Donaldson, Lufkin & Jenrette
Industry: Investment company
DescriptionDonaldson, Lufkin & Jenrette was a U.S. investment bank founded by William H. Donaldson, Richard Jenrette and Dan Lufkin in 1959. Founder: William H. Donaldson Founded: 1959 Successor: Credit Suisse Headquarters: New York City, New York, United States Number of employees: 11,300 Type of business: Corporation
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Donaldson, Lufkin & Jenrette Employees
Employee
Years
Job
Industry
Sid Constantinescu Sid Constantinescu's Donaldson, Lufkin & Jenrette Experience June 1998 - February 2000
Job Principal at Pacific Crest Realty Advisors, LLC
Industry Real Estate
Experience
Pacific Crest Realty Advisors, LLC March 2012 - Present
Hearthstone Advisors November 2010 - March 2012
Catalyst Consulting Group, Inc. November 2008 - October 2010
Hearthstone Advisors 2004 - October 2008
Castle & Cooke April 2001 - May 2004
Global Crossing February 2000 - March 2001
Donaldson, Lufkin & Jenrette June 1998 - February 2000
Skills
Asset Managment, Due Diligence, Portfolio Management, Corporate Finance, Investment Banking, Real Estate, Loans, Forecasting, Finance, Investment Properties, Treasury Management, Cash Management, Venture Capital, Real Estate Economics, Underwriting, Asset Management, Disposition, Investments, Management, Property Management, Real Estate Development, Real Estate Transactions, Valuation
Education
University of California, Los Angeles 1993 — 1997
BA, Psychology, Minor - Business Administration
La Jolla Country Day School 1989 — 1993
High School Diploma, General Studies
Pacific Crest Realty Advisors, LLC March 2012 - Present
Hearthstone Advisors November 2010 - March 2012
Catalyst Consulting Group, Inc. November 2008 - October 2010
Hearthstone Advisors 2004 - October 2008
Castle & Cooke April 2001 - May 2004
Global Crossing February 2000 - March 2001
Donaldson, Lufkin & Jenrette June 1998 - February 2000
Skills
Asset Managment, Due Diligence, Portfolio Management, Corporate Finance, Investment Banking, Real Estate, Loans, Forecasting, Finance, Investment Properties, Treasury Management, Cash Management, Venture Capital, Real Estate Economics, Underwriting, Asset Management, Disposition, Investments, Management, Property Management, Real Estate Development, Real Estate Transactions, Valuation
Education
University of California, Los Angeles 1993 — 1997
BA, Psychology, Minor - Business Administration
La Jolla Country Day School 1989 — 1993
High School Diploma, General Studies
Doug Donovan Doug Donovan's Donaldson, Lufkin & Jenrette Experience 1996 - 1999
Job CEO at Interplay Learning
Industry E-Learning
Experience
Interplay Learning June 2010 - Present
Greener Dawn 2009 - 2010
Echo Mountain 2004 - 2009
Blue Scope/SmashCast 1999 - 2002
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Business Development, Management, Public Speaking, E-Learning, Strategic Planning, Start-ups, New Business Development, Technical Training, Leadership, Instructional Design, Program Management, Project Management
Education
Haas School of Business, UC Berkeley 2002 — 2004
Master of Business Administration (MBA)
University of Virginia 1991 — 1995
Bachelor's degree
Interplay Learning June 2010 - Present
Greener Dawn 2009 - 2010
Echo Mountain 2004 - 2009
Blue Scope/SmashCast 1999 - 2002
Donaldson, Lufkin & Jenrette 1996 - 1999
Skills
Business Development, Management, Public Speaking, E-Learning, Strategic Planning, Start-ups, New Business Development, Technical Training, Leadership, Instructional Design, Program Management, Project Management
Education
Haas School of Business, UC Berkeley 2002 — 2004
Master of Business Administration (MBA)
University of Virginia 1991 — 1995
Bachelor's degree
Lisa Kazanjian Lisa Kazanjian's Donaldson, Lufkin & Jenrette Experience August 1998 - June 2001
Job Business Analyst at Moelis & Company
Industry Investment Banking
Experience
Moelis & Company August 2013 - Present
Events Management Consultant January 2013 - August 2013
UBS Investment Bank 2001 - 2012
Donaldson, Lufkin & Jenrette August 1998 - June 2001
Skills
Office Management,...
Education
UCI 1994 — 1998
Bachelor of Arts (BA), Economics
UCI 1994 — 1998
Minor in Management
Moelis & Company August 2013 - Present
Events Management Consultant January 2013 - August 2013
UBS Investment Bank 2001 - 2012
Donaldson, Lufkin & Jenrette August 1998 - June 2001
Skills
Office Management,...
Education
UCI 1994 — 1998
Bachelor of Arts (BA), Economics
UCI 1994 — 1998
Minor in Management
Kimberly Maska's Donaldson, Lufkin & Jenrette Experience December 1999 - August 2000
Job Nationally Recognized Marketing & Business Expert for Mindful Entrepreneurs, Radio Show Host www.kimberlymaska.com
Industry Marketing and Advertising
Experience
Maska Media, LLC May 2014 - Present
Great Home Investments, LLC January 2010 - Present
The Winter Group February 2002 - April 2007
Credit Suisse August 2000 - February 2002
Donaldson, Lufkin & Jenrette December 1999 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Management, Marketing Strategy, Leadership, Entrepreneurship, Social Media, Social Media Marketing, Event Management, Event Planning, Social Networking, Marketing, Coaching
Education
University of California, Santa Barbara
Bachelor's degree, Psychology
University of California, Santa Barbara
Bachelor of Arts (BA), Psychology
Maska Media, LLC May 2014 - Present
Great Home Investments, LLC January 2010 - Present
The Winter Group February 2002 - April 2007
Credit Suisse August 2000 - February 2002
Donaldson, Lufkin & Jenrette December 1999 - August 2000
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, English, Windows, Research, Outlook, Teaching, Photoshop, Public Speaking, Management, Marketing Strategy, Leadership, Entrepreneurship, Social Media, Social Media Marketing, Event Management, Event Planning, Social Networking, Marketing, Coaching
Education
University of California, Santa Barbara
Bachelor's degree, Psychology
University of California, Santa Barbara
Bachelor of Arts (BA), Psychology
Cindy Wong's Donaldson, Lufkin & Jenrette Experience February 1995 - November 1995
Job Northwest Advertising Director Maternity Fill In Allure & Allure.com at Conde Nast
Industry Marketing and Advertising
Experience
Conde Nast September 2012 - December 2012
Conde Nast May 2007 - June 2011
Conde Nast October 1999 - May 2007
Dow Jones March 1997 - September 1999
Volpe Brown Whelan November 1995 - March 1997
Donaldson, Lufkin & Jenrette February 1995 - November 1995
James Holder Placement Agency January 1994 - February 1995
Skills
Publishing, Integrated Marketing, Online Advertising, Advertising, Social Media, Advertising Sales, Digital Media, Sales, CRM, Management, Digital Marketing, Media Planning, Marketing, Email Marketing, New Media, Mobile Marketing
Education
University of California, Berkeley
BA, Political Science
Conde Nast September 2012 - December 2012
Conde Nast May 2007 - June 2011
Conde Nast October 1999 - May 2007
Dow Jones March 1997 - September 1999
Volpe Brown Whelan November 1995 - March 1997
Donaldson, Lufkin & Jenrette February 1995 - November 1995
James Holder Placement Agency January 1994 - February 1995
Skills
Publishing, Integrated Marketing, Online Advertising, Advertising, Social Media, Advertising Sales, Digital Media, Sales, CRM, Management, Digital Marketing, Media Planning, Marketing, Email Marketing, New Media, Mobile Marketing
Education
University of California, Berkeley
BA, Political Science
Phillip Butts's Donaldson, Lufkin & Jenrette Experience April 1987 - December 1995
Job President at Troyka
Industry Financial Services
Experience
Troyka 2013 - Present
Moreton Bay Captial January 2000 - August 2008
Salomon Smith Barney January 1996 - January 2000
Donaldson, Lufkin & Jenrette April 1987 - December 1995
Skills
Asset Management, Portfolio Management, Equities, Investments, Wealth Management, Securities, Financial Analysis, Private Equity, Alternative Investments, Mergers, Venture Capital, Capital Markets, Strategic Financial..., Asset Managment, Start-ups, Public Speaking, Strategic Planning
Education
University of California, Los Angeles 1978 — 1981
Bachelor of Arts (BA) Economics, Business/Managerial Economics
UC Davis 1976 — 1978
Bachelor of Arts (BA), Economics
Troyka 2013 - Present
Moreton Bay Captial January 2000 - August 2008
Salomon Smith Barney January 1996 - January 2000
Donaldson, Lufkin & Jenrette April 1987 - December 1995
Skills
Asset Management, Portfolio Management, Equities, Investments, Wealth Management, Securities, Financial Analysis, Private Equity, Alternative Investments, Mergers, Venture Capital, Capital Markets, Strategic Financial..., Asset Managment, Start-ups, Public Speaking, Strategic Planning
Education
University of California, Los Angeles 1978 — 1981
Bachelor of Arts (BA) Economics, Business/Managerial Economics
UC Davis 1976 — 1978
Bachelor of Arts (BA), Economics
Tom Klamka Tom Klamka's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job CoHead of Research, Lutetium Capital
Industry Investment Management
Experience
Lutetium Capital March 2013 - Present
Credit Suisse 2000 - 2012
Donaldson, Lufkin & Jenrette 1996 - 2000
Prudential Insurance Company 1988 - 1996
Education
The Wharton School, University of Pennsylvania
MBA
The University of Connecticut
BS
Lutetium Capital March 2013 - Present
Credit Suisse 2000 - 2012
Donaldson, Lufkin & Jenrette 1996 - 2000
Prudential Insurance Company 1988 - 1996
Education
The Wharton School, University of Pennsylvania
MBA
The University of Connecticut
BS
David Abrams's Donaldson, Lufkin & Jenrette Experience March 1996 - March 1999
Job Managing Director at Brean Capital, LLC
Industry Financial Services
Experience
Brean Capital, LLC April 2015 - Present
Gateway Partners September 2014 - April 2015
CRT Capital Group November 2010 - April 2014
Sandler O'Neill March 2009 - November 2010
JPMorgan Chase July 2003 - March 2009
JPMorgan Chase April 2001 - June 2003
JPMorgan Chase March 1999 - March 2001
Donaldson, Lufkin & Jenrette March 1996 - March 1999
Merrill Lynch July 1985 - March 1996
marine midland bank June 1984 - July 1985
Skills
Fixed Income, Structured Products, Options, Interest Rate..., Portfolio Management, Hedge Funds, Technical Analysis, Bonds, Capital Markets, Derivatives, Trading, Investments, Sales, Series 7, Securities, Series 63, MBS, Rates, Financial Markets, ABS, Hedging, Swaps, Series 24, Bloomberg, Bloomberg Terminal, Interest Rate Swaps
Education
University of Rochester 1980 — 1984
BA, Economics
Brean Capital, LLC April 2015 - Present
Gateway Partners September 2014 - April 2015
CRT Capital Group November 2010 - April 2014
Sandler O'Neill March 2009 - November 2010
JPMorgan Chase July 2003 - March 2009
JPMorgan Chase April 2001 - June 2003
JPMorgan Chase March 1999 - March 2001
Donaldson, Lufkin & Jenrette March 1996 - March 1999
Merrill Lynch July 1985 - March 1996
marine midland bank June 1984 - July 1985
Skills
Fixed Income, Structured Products, Options, Interest Rate..., Portfolio Management, Hedge Funds, Technical Analysis, Bonds, Capital Markets, Derivatives, Trading, Investments, Sales, Series 7, Securities, Series 63, MBS, Rates, Financial Markets, ABS, Hedging, Swaps, Series 24, Bloomberg, Bloomberg Terminal, Interest Rate Swaps
Education
University of Rochester 1980 — 1984
BA, Economics
Joseph Chu's Donaldson, Lufkin & Jenrette Experience 1998 - 1999
Job Thackeray Partners
Industry Real Estate
Experience
Thackeray Partners July 2007 - Present
Schnitzer West May 2006 - August 2006
Marathon Packing Corporation 2004 - 2005
GRP Partners 1999 - 2001
Donaldson, Lufkin & Jenrette 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate, Strategic Management
University of Pennsylvania - The Wharton School 1994 — 1998
BS, Finance, Entrepreneurial Management
St. Ignatius College Preparatory 1990 — 1994
Diploma
University of Pennsylvania
University of Pennsylvania
Thackeray Partners July 2007 - Present
Schnitzer West May 2006 - August 2006
Marathon Packing Corporation 2004 - 2005
GRP Partners 1999 - 2001
Donaldson, Lufkin & Jenrette 1998 - 1999
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Real Estate, Strategic Management
University of Pennsylvania - The Wharton School 1994 — 1998
BS, Finance, Entrepreneurial Management
St. Ignatius College Preparatory 1990 — 1994
Diploma
University of Pennsylvania
University of Pennsylvania
Adam Schneiberg Adam Schneiberg's Donaldson, Lufkin & Jenrette Experience 1991 - 1994
Job Director of Equity Research & Portfolio Manager at Jacobs & Company
Industry Investment Management
Experience
Jacobs & Company December 2014 - Present
BTR Capital Management August 2010 - November 2014
Morgan Stanley September 2006 - November 2008
Various Firms June 1996 - June 2006
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Portfolio Management, Asset Allocation, Investments, Equity Research, Mutual Funds, Equities, Financial Modeling, Series 7, Investment Management, Fixed Income, Wealth Management, Investment Strategies, Securities, Hedge Funds, Investment Banking, Finance, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
University of Michigan 1984 — 1990
BA, Economics, Cum Laude
Sidwell Friends School 1982 — 1986
Jacobs & Company December 2014 - Present
BTR Capital Management August 2010 - November 2014
Morgan Stanley September 2006 - November 2008
Various Firms June 1996 - June 2006
Donaldson, Lufkin & Jenrette 1991 - 1994
Skills
Portfolio Management, Asset Allocation, Investments, Equity Research, Mutual Funds, Equities, Financial Modeling, Series 7, Investment Management, Fixed Income, Wealth Management, Investment Strategies, Securities, Hedge Funds, Investment Banking, Finance, Retirement Planning
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance
University of Michigan 1984 — 1990
BA, Economics, Cum Laude
Sidwell Friends School 1982 — 1986
Kie Tung Kie Tung's Donaldson, Lufkin & Jenrette Experience July 1997 - August 1999
Job Senior Engineer at Premier Technology
Industry Computer Networking
Experience
Premier Technology Solutions September 2006 - Present
Debevoise & Plimpton August 1999 - November 2005
Donaldson, Lufkin & Jenrette July 1997 - August 1999
Skills
Cisco, Microsoft, SAN, CCNP, Disaster Recovery, Citrix, VMware, Active Directory, Microsoft Exchange, Servers, Security, TCP/IP, System Administration, Virtualization, ITIL, Cisco Technologies, DNS, Networking, Network Engineering, Data Center, Network Administration, Windows Server, Network Security, Troubleshooting, VMware Infrastructure, Cloud Computing, Windows 7
Education
University at Albany, SUNY 1990 — 1995
Stuyvesant high school 1988 — 1990
Premier Technology Solutions September 2006 - Present
Debevoise & Plimpton August 1999 - November 2005
Donaldson, Lufkin & Jenrette July 1997 - August 1999
Skills
Cisco, Microsoft, SAN, CCNP, Disaster Recovery, Citrix, VMware, Active Directory, Microsoft Exchange, Servers, Security, TCP/IP, System Administration, Virtualization, ITIL, Cisco Technologies, DNS, Networking, Network Engineering, Data Center, Network Administration, Windows Server, Network Security, Troubleshooting, VMware Infrastructure, Cloud Computing, Windows 7
Education
University at Albany, SUNY 1990 — 1995
Stuyvesant high school 1988 — 1990
Todd Berardi's Donaldson, Lufkin & Jenrette Experience January 1998 - May 1999
Job Founder & President Hiball Energy
Industry Food & Beverages
Experience
Hiball Energy January 2005 - Present
Freestyle Interactive December 2002 - September 2003
Premier Pacific Vineyards May 2001 - April 2002
Audiobase May 1999 - March 2001
Donaldson, Lufkin & Jenrette January 1998 - May 1999
Education
University of Southern California 1993 — 1997
BS Business Administration, Entrepreneur Program
University of Southern California - Marshall School of Business 1993 — 1997
Entreprenuer Program
Hiball Energy January 2005 - Present
Freestyle Interactive December 2002 - September 2003
Premier Pacific Vineyards May 2001 - April 2002
Audiobase May 1999 - March 2001
Donaldson, Lufkin & Jenrette January 1998 - May 1999
Education
University of Southern California 1993 — 1997
BS Business Administration, Entrepreneur Program
University of Southern California - Marshall School of Business 1993 — 1997
Entreprenuer Program
Juan Sanabria Juan Sanabria's Donaldson, Lufkin & Jenrette Experience July 1999 - October 2000
Job US REIT Equity Research Analyst
Industry Financial Services
Experience
Bank of America May 2013 - Present
Bank of America Merrill Lynch July 2010 - April 2013
Merrill Lynch November 2006 - July 2010
Zimmer Lucas Partners January 2005 - July 2006
Goldman Sachs October 2000 - January 2005
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Skills
Spanish, Hedge Funds, Equities, Investment Banking, Valuation, Equity Research, Financial Modeling, Securities, Financial Analysis, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelors of Science, Finance
Pine Crest School
Bank of America May 2013 - Present
Bank of America Merrill Lynch July 2010 - April 2013
Merrill Lynch November 2006 - July 2010
Zimmer Lucas Partners January 2005 - July 2006
Goldman Sachs October 2000 - January 2005
Donaldson, Lufkin & Jenrette July 1999 - October 2000
Skills
Spanish, Hedge Funds, Equities, Investment Banking, Valuation, Equity Research, Financial Modeling, Securities, Financial Analysis, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1995 — 1999
Bachelors of Science, Finance
Pine Crest School
Taylor C. Beach Taylor C. Beach's Donaldson, Lufkin & Jenrette Experience July 2000 - August 2001
Job Executive Vice President of Hover Energy LLC
Industry Oil & Energy
Experience
Hover Energy LLC June 2015 - Present
TransAtlantic Petroleum Ltd. May 2013 - March 2015
Quantum Resources Management, LLC August 2010 - May 2013
Seahawk Drilling January 2009 - September 2009
Touradji Capital June 2005 - November 2008
Solstice Equity Capital August 2004 - May 2005
United States Senator Kay Bailey Hutchison, Senate Republican Conference Vice-Chairman September 2002 - August 2004
Donaldson, Lufkin & Jenrette July 2000 - August 2001
Skills
Energy, Microsoft Office, Investor Relations, Energy Industry, Finance, Financial Reporting, Financial Modeling, Petroleum, Oil & Gas Industry, Financial Analysis, Divestitures, Project Management, Mergers, Natural Gas, Mergers & Acquisitions, Upstream, Private Equity, Corporate Finance, Valuation
Education
University of Pennsylvania - The Wharton School 1997 — 2000
BS in Economics, Finance
Highland Park High School 1994 — 1997
Hockaday 1986 — 1997
Hover Energy LLC June 2015 - Present
TransAtlantic Petroleum Ltd. May 2013 - March 2015
Quantum Resources Management, LLC August 2010 - May 2013
Seahawk Drilling January 2009 - September 2009
Touradji Capital June 2005 - November 2008
Solstice Equity Capital August 2004 - May 2005
United States Senator Kay Bailey Hutchison, Senate Republican Conference Vice-Chairman September 2002 - August 2004
Donaldson, Lufkin & Jenrette July 2000 - August 2001
Skills
Energy, Microsoft Office, Investor Relations, Energy Industry, Finance, Financial Reporting, Financial Modeling, Petroleum, Oil & Gas Industry, Financial Analysis, Divestitures, Project Management, Mergers, Natural Gas, Mergers & Acquisitions, Upstream, Private Equity, Corporate Finance, Valuation
Education
University of Pennsylvania - The Wharton School 1997 — 2000
BS in Economics, Finance
Highland Park High School 1994 — 1997
Hockaday 1986 — 1997
Mark Unferth's Donaldson, Lufkin & Jenrette Experience April 1998 - September 2000
Job Managing Partner at Alder Hill Management LP
Industry Investment Management
Experience
Alder Hill Management LP February 2014 - Present
CQS (US) LLC February 2009 - January 2014
Columbus Hill Capital Mgmt LP November 2006 - January 2009
Metropolitan West Asset Management April 2002 - April 2006
Credit Suisse September 2000 - April 2002
Donaldson, Lufkin & Jenrette April 1998 - September 2000
Citibank July 1995 - April 1998
Federal Reserve Board July 1990 - July 1993
Skills
Equities, Investment Strategies, Financial Modeling, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Structured Finance, Trading, Bonds, Due Diligence, Wealth Management, Credit Analysis, Bloomberg, Options, Investment Banking, High Yield Bonds, Distressed Debt, Special Situations, Credit, Equity Derivatives, Investment Management, Credit Derivatives, High Yield, Fixed Income, CDS, Investments, Securities, Private Equity, Asset Management, Capital Markets, Leveraged Finance, Financial Markets, Emerging Markets, Valuation, LBO, Structured Products
Education
Simon School of Business - University of Rochester 1993 — 1995
MBA, Finance
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Alder Hill Management LP February 2014 - Present
CQS (US) LLC February 2009 - January 2014
Columbus Hill Capital Mgmt LP November 2006 - January 2009
Metropolitan West Asset Management April 2002 - April 2006
Credit Suisse September 2000 - April 2002
Donaldson, Lufkin & Jenrette April 1998 - September 2000
Citibank July 1995 - April 1998
Federal Reserve Board July 1990 - July 1993
Skills
Equities, Investment Strategies, Financial Modeling, Portfolio Management, Hedge Funds, Asset Allocation, Alternative Investments, Structured Finance, Trading, Bonds, Due Diligence, Wealth Management, Credit Analysis, Bloomberg, Options, Investment Banking, High Yield Bonds, Distressed Debt, Special Situations, Credit, Equity Derivatives, Investment Management, Credit Derivatives, High Yield, Fixed Income, CDS, Investments, Securities, Private Equity, Asset Management, Capital Markets, Leveraged Finance, Financial Markets, Emerging Markets, Valuation, LBO, Structured Products
Education
Simon School of Business - University of Rochester 1993 — 1995
MBA, Finance
University of North Carolina at Chapel Hill 1986 — 1990
BA, Economics
Sameer Bhosle, PMP Sameer Bhosle, PMP's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Vice President at IDB Bank
Industry Information Technology and Services
Experience
IDB Bank March 2004 - Present
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Datamatics Limited 1992 - 1996
Skills
PMP, Project Management, Program Management, Business Analysis, Business Relationship..., Budget Process, SDLC, PDLC, Vendor Management, Treasury, Capital Markets, Risk Management, STP, Business Strategy, Business Continuity, Leadership, Business Solution..., RFP, RFI, BRD, Technical Analysis, Databases, Programming, People Skills, Communication Skills, Data Warehousing, Big Data, Cross-functional Team..., Presentations, Change Management, Trading Systems, Technology Integration, Issue Resolution, Data Reconciliation, Performance Appraisal, Emotional Intelligence, Ownership, Software Project..., Banking, Requirements Analysis, Financial Services, IT Strategy, Management
Education
University of Mumbai 1988 — 1992
Bachelor of Engineering (BE)
B. N. Bandodkar College of Science 1986 — 1987
HSC, Science
IDB Bank March 2004 - Present
Credit Suisse 2000 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Datamatics Limited 1992 - 1996
Skills
PMP, Project Management, Program Management, Business Analysis, Business Relationship..., Budget Process, SDLC, PDLC, Vendor Management, Treasury, Capital Markets, Risk Management, STP, Business Strategy, Business Continuity, Leadership, Business Solution..., RFP, RFI, BRD, Technical Analysis, Databases, Programming, People Skills, Communication Skills, Data Warehousing, Big Data, Cross-functional Team..., Presentations, Change Management, Trading Systems, Technology Integration, Issue Resolution, Data Reconciliation, Performance Appraisal, Emotional Intelligence, Ownership, Software Project..., Banking, Requirements Analysis, Financial Services, IT Strategy, Management
Education
University of Mumbai 1988 — 1992
Bachelor of Engineering (BE)
B. N. Bandodkar College of Science 1986 — 1987
HSC, Science
Edward Dowd's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job Growth Equity Portfolio Manager
Industry Investment Management
Experience
BlackRock November 2002 - August 2012
Independence Investments LLC 1999 - 2002
Donaldson, Lufkin & Jenrette 1997 - 1999
Reams Asset Management May 1996 - August 1996
HSBC SECURITIES, INC January 1990 - January 1995
Skills
Fixed Income, Series 7, Mutual Funds, Alternative Investments, Bloomberg, Hedge Funds, Portfolio Management, Investments, Asset Allocation, Asset Managment, Capital Markets, Valuation, Investment Strategies, Equities
Education
INDIANA UNIVERSITY 1995 — 1997
MBA, Finance
University of Notre Dame 1985 — 1989
BBA, Finance and Anthropology
BlackRock November 2002 - August 2012
Independence Investments LLC 1999 - 2002
Donaldson, Lufkin & Jenrette 1997 - 1999
Reams Asset Management May 1996 - August 1996
HSBC SECURITIES, INC January 1990 - January 1995
Skills
Fixed Income, Series 7, Mutual Funds, Alternative Investments, Bloomberg, Hedge Funds, Portfolio Management, Investments, Asset Allocation, Asset Managment, Capital Markets, Valuation, Investment Strategies, Equities
Education
INDIANA UNIVERSITY 1995 — 1997
MBA, Finance
University of Notre Dame 1985 — 1989
BBA, Finance and Anthropology
Nicole Avnet Nicole Avnet's Donaldson, Lufkin & Jenrette Experience October 1997 - October 1999
Job VP Global Event Mgmt. + Biz Dev
Industry Events Services
Experience
LDJ Productions January 2009 - Present
Avnet Events June 2006 - August 2012
Young Presidents' Organization June 2009 - July 2012
Jet Set Sports March 2008 - September 2008
IMG Fashion / 7th on Sixth August 2005 - June 2006
Hartmann Studios December 2002 - July 2005
Enterprise Events Group January 2000 - November 2002
California Host 1999 - 2000
Donaldson, Lufkin & Jenrette October 1997 - October 1999
Juvenile Diabetes Foundation 1995 - 1997
Skills
Event Management, Corporate Events, Event Planning, Trade Shows, Hospitality, Marketing, Entertainment, Budgets, Hotels, Food & Beverage, Sponsorship, Account Management, Live Events, Catering, Meeting Planning, Public Relations, Leadership, Hospitality Industry, Non-profits, Customer Service, Relationship Marketing, Marketing Communications, Management, Nonprofits, Proposal Writing, Program Management, Tourism, Marketing Strategy, Production Managment, Social Networking, Social Media, Incentives
Education
University of California, Los Angeles 1991 — 1995
B.A.
LDJ Productions January 2009 - Present
Avnet Events June 2006 - August 2012
Young Presidents' Organization June 2009 - July 2012
Jet Set Sports March 2008 - September 2008
IMG Fashion / 7th on Sixth August 2005 - June 2006
Hartmann Studios December 2002 - July 2005
Enterprise Events Group January 2000 - November 2002
California Host 1999 - 2000
Donaldson, Lufkin & Jenrette October 1997 - October 1999
Juvenile Diabetes Foundation 1995 - 1997
Skills
Event Management, Corporate Events, Event Planning, Trade Shows, Hospitality, Marketing, Entertainment, Budgets, Hotels, Food & Beverage, Sponsorship, Account Management, Live Events, Catering, Meeting Planning, Public Relations, Leadership, Hospitality Industry, Non-profits, Customer Service, Relationship Marketing, Marketing Communications, Management, Nonprofits, Proposal Writing, Program Management, Tourism, Marketing Strategy, Production Managment, Social Networking, Social Media, Incentives
Education
University of California, Los Angeles 1991 — 1995
B.A.
John Engles, CFA John Engles, CFA's Donaldson, Lufkin & Jenrette Experience March 1993 - January 1995
Job SVP at Blaylock Beal Van, LLC
Industry Financial Services
Experience
Blaylock Beal Van, LLC October 2014 - Present
Fidelity Capital Markets February 2001 - July 2014
Ramirez & Co., Inc. March 1995 - February 2001
Donaldson, Lufkin & Jenrette March 1993 - January 1995
Kidder Peabody March 1991 - March 1993
Chemical Bank (now JPMorgan Chase) June 1980 - March 1991
Skills
Fixed Income, Bloomberg, Series 7, Equities, Capital Markets, Trading, Series 63, Derivatives, Hedge Funds, Securities, Portfolio Management, Financial Markets, Mutual Funds, Investments, Asset Management, Options, Electronic Trading, Alternative Investments, Bonds, Trading Systems
Education
Wharton School, University of Pennsylvania 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1972 — 1976
Bachelor of Arts (B.A.), History
Blaylock Beal Van, LLC October 2014 - Present
Fidelity Capital Markets February 2001 - July 2014
Ramirez & Co., Inc. March 1995 - February 2001
Donaldson, Lufkin & Jenrette March 1993 - January 1995
Kidder Peabody March 1991 - March 1993
Chemical Bank (now JPMorgan Chase) June 1980 - March 1991
Skills
Fixed Income, Bloomberg, Series 7, Equities, Capital Markets, Trading, Series 63, Derivatives, Hedge Funds, Securities, Portfolio Management, Financial Markets, Mutual Funds, Investments, Asset Management, Options, Electronic Trading, Alternative Investments, Bonds, Trading Systems
Education
Wharton School, University of Pennsylvania 1978 — 1980
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1972 — 1976
Bachelor of Arts (B.A.), History
David Blatte David Blatte's Donaldson, Lufkin & Jenrette Experience September 1986 - December 2000
Job CEO at Quaker Pet Group, LLC
Industry Wholesale
Experience
Quaker Pet Group, LLC June 2010 - Present
Centre Partners January 2004 - December 2010
Catterton Partners January 2000 - December 2003
Donaldson, Lufkin & Jenrette September 1986 - December 2000
Skills
Strategic Planning, New Business Development, Business Strategy, Start-ups, Entrepreneurship, Financial Modeling, Corporate Development, Private Equity, Venture Capital, Valuation, LBO, Acquisition Integration, Alternative Investments, Executive Management, Capital Markets, Equities, Asset Management, Hedge Funds, Leveraged Finance, M&A experience
Education
University of Pennsylvania 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Quaker Pet Group, LLC June 2010 - Present
Centre Partners January 2004 - December 2010
Catterton Partners January 2000 - December 2003
Donaldson, Lufkin & Jenrette September 1986 - December 2000
Skills
Strategic Planning, New Business Development, Business Strategy, Start-ups, Entrepreneurship, Financial Modeling, Corporate Development, Private Equity, Venture Capital, Valuation, LBO, Acquisition Integration, Alternative Investments, Executive Management, Capital Markets, Equities, Asset Management, Hedge Funds, Leveraged Finance, M&A experience
Education
University of Pennsylvania 1982 — 1986
Bachelor of Science (BS), Accounting and Finance
Paul Vogel, CFA Paul Vogel, CFA's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Managing Director at Barclays
Industry Internet
Experience
Barclays 2014 - Present
OpenSky 2013 - 2013
Andor Capital Management 2012 - 2013
AllianceBernstein 2001 - 2011
Baron Capital 2000 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Morgan Stanley Dean Witter 1995 - 1999
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Investments, CFOs, Business Development, Corporate Strategy..., Internet, Media, Digital Media, Ecommerce, Investor Relations, Investment Management, Asset Management, Alternative Investments, Valuation, E-commerce
Education
University of Pennsylvania 1991 — 1995
BA, Economics
Barclays 2014 - Present
OpenSky 2013 - 2013
Andor Capital Management 2012 - 2013
AllianceBernstein 2001 - 2011
Baron Capital 2000 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2000
Morgan Stanley Dean Witter 1995 - 1999
Skills
Portfolio Management, Equity Research, Equities, Hedge Funds, Investments, CFOs, Business Development, Corporate Strategy..., Internet, Media, Digital Media, Ecommerce, Investor Relations, Investment Management, Asset Management, Alternative Investments, Valuation, E-commerce
Education
University of Pennsylvania 1991 — 1995
BA, Economics
Lisa Elkin-Schwartz Lisa Elkin-Schwartz's Donaldson, Lufkin & Jenrette Experience 1979 - 1983
Job Retired
Industry Financial Services
Experience
Raymond James Financial Inc. June 1989 - April 2012
Drexel Burnham Lambert 1983 - June 1989
Donaldson, Lufkin & Jenrette 1979 - 1983
Skills
Series 7,63 and 24, Customer Service, Budgets, Accounts Receivable, Account Reconciliation, Accounts Payable, Quickbooks, Quicken, Outlook, Microsoft Word, Microsoft Excel, QuickBooks, Invoicing, Payroll, Bookkeeping, Access, Bonds
Education
University of Maine 1971 — 1974
Bachelor of Science (BS)
Raymond James Financial Inc. June 1989 - April 2012
Drexel Burnham Lambert 1983 - June 1989
Donaldson, Lufkin & Jenrette 1979 - 1983
Skills
Series 7,63 and 24, Customer Service, Budgets, Accounts Receivable, Account Reconciliation, Accounts Payable, Quickbooks, Quicken, Outlook, Microsoft Word, Microsoft Excel, QuickBooks, Invoicing, Payroll, Bookkeeping, Access, Bonds
Education
University of Maine 1971 — 1974
Bachelor of Science (BS)
Brennan Libbey's Donaldson, Lufkin & Jenrette Experience 1993 - 1998
Job Managing Director at Houlihan Lokey
Industry Financial Services
Experience
Houlihan Lokey November 2012 - Present
UBS Investment Bank January 2004 - November 2012
USBX 2001 - 2004
Epidemic.com 1999 - 2000
Whittman-Hart, Inc. 1998 - 1999
Donaldson, Lufkin & Jenrette 1993 - 1998
Skills
Corporate Finance, Mergers, IPO, LBO, Investment Banking, Mergers & Acquisitions, Investments, Venture Capital, Private Equity, Equities, Finance, Hedge Funds, M&A experience, Capital Markets, Financial Analysis, Due Diligence, Financial Modeling, Asset Management, Structured Finance
Education
University of Pennsylvania 1989 — 1993
BS, Economics
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor of Science, Economics
Park High
Houlihan Lokey November 2012 - Present
UBS Investment Bank January 2004 - November 2012
USBX 2001 - 2004
Epidemic.com 1999 - 2000
Whittman-Hart, Inc. 1998 - 1999
Donaldson, Lufkin & Jenrette 1993 - 1998
Skills
Corporate Finance, Mergers, IPO, LBO, Investment Banking, Mergers & Acquisitions, Investments, Venture Capital, Private Equity, Equities, Finance, Hedge Funds, M&A experience, Capital Markets, Financial Analysis, Due Diligence, Financial Modeling, Asset Management, Structured Finance
Education
University of Pennsylvania 1989 — 1993
BS, Economics
University of Pennsylvania - The Wharton School 1989 — 1993
Bachelor of Science, Economics
Park High
Sean Madnani Sean Madnani's Donaldson, Lufkin & Jenrette Experience 1998 - 1998
Job Senior Managing Director at Guggenheim Partners
Industry Investment Banking
Experience
Guggenheim Partners June 2015 - Present
Wingtip November 2014 - Present
Blackstone July 2005 - June 2015
Lazard Frères & Co. LLC July 2000 - May 2005
Lehman Brothers 1999 - 1999
Donaldson, Lufkin & Jenrette 1998 - 1998
IBM 1997 - 1997
Skills
Mergers & Acquisitions, Venture Capital, Financial Modeling, Investments, Private Equity, Valuation, Start-ups, Due Diligence, Management, Corporate Finance
Education
University of California, Berkeley
Guggenheim Partners June 2015 - Present
Wingtip November 2014 - Present
Blackstone July 2005 - June 2015
Lazard Frères & Co. LLC July 2000 - May 2005
Lehman Brothers 1999 - 1999
Donaldson, Lufkin & Jenrette 1998 - 1998
IBM 1997 - 1997
Skills
Mergers & Acquisitions, Venture Capital, Financial Modeling, Investments, Private Equity, Valuation, Start-ups, Due Diligence, Management, Corporate Finance
Education
University of California, Berkeley
Mitchell Kosches Mitchell Kosches's Donaldson, Lufkin & Jenrette Experience September 1997 - August 1998
Job COO, BTG Pactual Timberland Investment Group
Industry Financial Services
Experience
BTG Pactual January 2013 - Present
Equator, LLC December 2006 - December 2012
Madison Trading, LLC April 2004 - December 2006
Preferred Empire Mortgage April 2003 - March 2004
Brean Murray, Carret & Co. May 2002 - March 2003
Gruntal & Co., LLC January 1999 - February 2002
Donaldson, Lufkin & Jenrette September 1997 - August 1998
AEA Investors LP March 1994 - August 1997
Spielman Koenigsberg & Parker, LLP September 1991 - April 1994
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University at Albany, SUNY 1987 — 1991
Bachelor of Arts, Accounting
BTG Pactual January 2013 - Present
Equator, LLC December 2006 - December 2012
Madison Trading, LLC April 2004 - December 2006
Preferred Empire Mortgage April 2003 - March 2004
Brean Murray, Carret & Co. May 2002 - March 2003
Gruntal & Co., LLC January 1999 - February 2002
Donaldson, Lufkin & Jenrette September 1997 - August 1998
AEA Investors LP March 1994 - August 1997
Spielman Koenigsberg & Parker, LLP September 1991 - April 1994
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University at Albany, SUNY 1987 — 1991
Bachelor of Arts, Accounting
Michael Bruder Michael Bruder's Donaldson, Lufkin & Jenrette Experience September 1990 - August 1999
Job Senior Financial and Operating Professional
Industry Financial Services
Experience
Alpha Beta Holdings June 2012 - Present
RP Holdings Group, LLC May 2011 - September 2012
Macquarie Capital January 2008 - January 2010
CIBC World Markets July 2006 - January 2008
Miller Buckfire August 1999 - February 2005
Donaldson, Lufkin & Jenrette September 1990 - August 1999
Education
The University of Chicago 1993 — 1995
MBA, Finance & Accounting
University of Pennsylvania 1987 — 1990
BS Economics, Economics & Finance
Alpha Beta Holdings June 2012 - Present
RP Holdings Group, LLC May 2011 - September 2012
Macquarie Capital January 2008 - January 2010
CIBC World Markets July 2006 - January 2008
Miller Buckfire August 1999 - February 2005
Donaldson, Lufkin & Jenrette September 1990 - August 1999
Education
The University of Chicago 1993 — 1995
MBA, Finance & Accounting
University of Pennsylvania 1987 — 1990
BS Economics, Economics & Finance
Raymond Tizabi's Donaldson, Lufkin & Jenrette Experience November 1997 - December 1999
Job Trade Credit & Political Risk Underwriter
Industry Financial Services
Experience
ACE Group June 2010 - Present
PineBridge Investments (formerly AIG Investments) June 2007 - June 2010
American International Group (AIG) April 2002 - May 2007
NoteClip, Inc. December 1999 - February 2002
Donaldson Lufkin & Jenrette November 1997 - December 1999
Advest June 1996 - November 1997
Skills
Financial Modeling, Credit Risk, Equities, Credit, Risk Management, Valuation, Investment Banking, Negotiation, Brokers, Program Management, Investments, Banking, General Insurance, Strategy, Liability, Accounts Receivable, Insurance, Underwriting
Education
California State University-Dominguez Hills 2003 — 2005
MBA
University of California, San Diego 1992 — 1995
B.A.
ACE Group June 2010 - Present
PineBridge Investments (formerly AIG Investments) June 2007 - June 2010
American International Group (AIG) April 2002 - May 2007
NoteClip, Inc. December 1999 - February 2002
Donaldson Lufkin & Jenrette November 1997 - December 1999
Advest June 1996 - November 1997
Skills
Financial Modeling, Credit Risk, Equities, Credit, Risk Management, Valuation, Investment Banking, Negotiation, Brokers, Program Management, Investments, Banking, General Insurance, Strategy, Liability, Accounts Receivable, Insurance, Underwriting
Education
California State University-Dominguez Hills 2003 — 2005
MBA
University of California, San Diego 1992 — 1995
B.A.
Steve Talley, CFS Steve Talley, CFS's Donaldson, Lufkin & Jenrette Experience January 1999 - January 2006
Job CFA Level III Candidate in CFA Institute Program at CFA Level III Candidate in CFA Institute Program
Industry Investment Management
Experience
Curian Capital LLC November 2009 - Present
CFA Level III Candidate in CFA Institute Program January 2007 - Present
Edward Jones January 2009 - December 2010
Investment Management January 2007 - January 2009
DLJ January 1999 - December 2006
Donaldson, Lufkin & Jenrette January 1999 - January 2006
E*TRADE Financial 2006 - 2006
Credit Suisse 2001 - 2003
Credit Suisse 2001 - 2003
Morgan Stanley January 1997 - January 1999
Skills
Mutual Funds, Investments, Series 7, Securities, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Equities, Series 63, Fixed Income, Finance, Financial Advisory, Asset Allocation, Investment Management, Capital Markets, Wealth Management, FINRA, Management, Retirement Planning, Strategy, Options, Due Diligence, 401k, Investment Advisory, Sales, Financial Analysis, Investment Strategies, Insurance, Risk Management, Hedge Funds, Retirement, CRM, Financial Planning, Executive Management, Financial Modeling, Series 6, Bloomberg, Financial Markets, Fixed Annuities, Trading, ETFs, Relationship Management, Valuation, Marketing, Credit
Education
University of Colorado Boulder 1992 — 1995
B.S., Business Administration
University of Colorado Boulder 1992 — 1995
B.S, Business Administration
CFA Institute
FINRA
NYSSA
Curian Capital LLC November 2009 - Present
CFA Level III Candidate in CFA Institute Program January 2007 - Present
Edward Jones January 2009 - December 2010
Investment Management January 2007 - January 2009
DLJ January 1999 - December 2006
Donaldson, Lufkin & Jenrette January 1999 - January 2006
E*TRADE Financial 2006 - 2006
Credit Suisse 2001 - 2003
Credit Suisse 2001 - 2003
Morgan Stanley January 1997 - January 1999
Skills
Mutual Funds, Investments, Series 7, Securities, Alternative Investments, Asset Management, Financial Services, Portfolio Management, Equities, Series 63, Fixed Income, Finance, Financial Advisory, Asset Allocation, Investment Management, Capital Markets, Wealth Management, FINRA, Management, Retirement Planning, Strategy, Options, Due Diligence, 401k, Investment Advisory, Sales, Financial Analysis, Investment Strategies, Insurance, Risk Management, Hedge Funds, Retirement, CRM, Financial Planning, Executive Management, Financial Modeling, Series 6, Bloomberg, Financial Markets, Fixed Annuities, Trading, ETFs, Relationship Management, Valuation, Marketing, Credit
Education
University of Colorado Boulder 1992 — 1995
B.S., Business Administration
University of Colorado Boulder 1992 — 1995
B.S, Business Administration
CFA Institute
FINRA
NYSSA
Matthew Hickman Matthew Hickman's Donaldson, Lufkin & Jenrette Experience August 2000 - February 2002
Job Senior Analyst at American Century Investments
Industry Financial Services
Experience
American Century Investments September 2014 - Present
Aguilera Investments LLC November 2012 - September 2014
Citigroup October 2009 - November 2011
Credit Suisse Asset Management December 2003 - June 2009
Global Advisors July 2003 - November 2003
Compass Group Investment Advisors February 2002 - July 2003
Donaldson, Lufkin & Jenrette August 2000 - February 2002
Rothschild September 1998 - August 2000
Lehman Brothers October 1994 - April 1998
Bear Stearns August 1993 - October 1994
Skills
Hedge Funds, Equities, Investments, Investment Strategies, Emerging Markets, Mutual Funds, Latin America, Equity Research, Portfolio Management, Portfolio Strategy, Closed-end Funds, Client Relationship..., Client Retention, Client Interfacing, Wealth Management, CRM, Fixed Income, Asset Management, Customer Retention, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Start-ups, Alternative Investments, Financial Advisory, Financial Markets, Derivatives
Education
University of Cambridge 1983 — 1987
BA, Modern Languages
Marlborough College
American Century Investments September 2014 - Present
Aguilera Investments LLC November 2012 - September 2014
Citigroup October 2009 - November 2011
Credit Suisse Asset Management December 2003 - June 2009
Global Advisors July 2003 - November 2003
Compass Group Investment Advisors February 2002 - July 2003
Donaldson, Lufkin & Jenrette August 2000 - February 2002
Rothschild September 1998 - August 2000
Lehman Brothers October 1994 - April 1998
Bear Stearns August 1993 - October 1994
Skills
Hedge Funds, Equities, Investments, Investment Strategies, Emerging Markets, Mutual Funds, Latin America, Equity Research, Portfolio Management, Portfolio Strategy, Closed-end Funds, Client Relationship..., Client Retention, Client Interfacing, Wealth Management, CRM, Fixed Income, Asset Management, Customer Retention, Investment Banking, Corporate Finance, Capital Markets, Mergers & Acquisitions, Start-ups, Alternative Investments, Financial Advisory, Financial Markets, Derivatives
Education
University of Cambridge 1983 — 1987
BA, Modern Languages
Marlborough College
Thomas Wiles's Donaldson, Lufkin & Jenrette Experience February 1992 - February 1994
Job Investor
Industry Financial Services
Experience
Daiwa Securities America August 2006 - May 2011
Washington Mutual October 2005 - August 2006
JPMorgan June 1994 - March 2005
Donaldson, Lufkin & Jenrette February 1992 - February 1994
Bear Stearns June 1986 - February 1992
Prudential Bache Securities June 1986 - May 1987
Fannie Mae January 1984 - May 1986
Freddie Mac June 1981 - December 1983
Skills
MBS, Fixed Income, Portfolio Management, Capital Markets, ABS, Securities, Investments, Mortgage Lending
Education
University of Maryland University College 1977 — 1981
BS, Finance
DeMatha
Daiwa Securities America August 2006 - May 2011
Washington Mutual October 2005 - August 2006
JPMorgan June 1994 - March 2005
Donaldson, Lufkin & Jenrette February 1992 - February 1994
Bear Stearns June 1986 - February 1992
Prudential Bache Securities June 1986 - May 1987
Fannie Mae January 1984 - May 1986
Freddie Mac June 1981 - December 1983
Skills
MBS, Fixed Income, Portfolio Management, Capital Markets, ABS, Securities, Investments, Mortgage Lending
Education
University of Maryland University College 1977 — 1981
BS, Finance
DeMatha
Ira Wagner Ira Wagner's Donaldson, Lufkin & Jenrette Experience 1995 - 1996
Job Independent Financial Services Professional
Industry Financial Services
Experience
Monmouth University 2013 - Present
Self Employed 2008 - Present
Bear Stearns July 1996 - February 2008
Donaldson, Lufkin & Jenrette 1995 - 1996
First Boston 1989 - 1995
First Boston 1989 - 1995
Skills
Capital Markets, CDO, Fixed Income, Structured Finance, ABS, Hedge Funds, Securitization, Structured Products, Alternative Investments, Financial Institutions, Portfolio Management, Equities, Emerging Markets, Credit Derivatives, Bloomberg, Trading, Credit, Financial Markets, Derivatives, Bonds, Securities, Corporate Finance, Credit Analysis, Asset Management
Education
University of Hartford 2011 — 2013
Master of Fine Arts (MFA), Photography
University of Pennsylvania - The Wharton School 1979 — 1981
Master of Business Administration (MBA)
University of Virginia 1974 — 1978
BA, Government
Monmouth University 2013 - Present
Self Employed 2008 - Present
Bear Stearns July 1996 - February 2008
Donaldson, Lufkin & Jenrette 1995 - 1996
First Boston 1989 - 1995
First Boston 1989 - 1995
Skills
Capital Markets, CDO, Fixed Income, Structured Finance, ABS, Hedge Funds, Securitization, Structured Products, Alternative Investments, Financial Institutions, Portfolio Management, Equities, Emerging Markets, Credit Derivatives, Bloomberg, Trading, Credit, Financial Markets, Derivatives, Bonds, Securities, Corporate Finance, Credit Analysis, Asset Management
Education
University of Hartford 2011 — 2013
Master of Fine Arts (MFA), Photography
University of Pennsylvania - The Wharton School 1979 — 1981
Master of Business Administration (MBA)
University of Virginia 1974 — 1978
BA, Government
Kirsten Green Kirsten Green's Donaldson, Lufkin & Jenrette Experience October 1996 - May 1997
Job
Industry Venture Capital & Private Equity
Experience
Forerunner Ventures January 2003 - Present
TSG Consumer Partners October 2009 - September 2010
Banc of America Securities LLC 1998 - 2002
Donaldson, Lufkin & Jenrette October 1996 - May 1997
Deloitte & Touche September 1993 - October 1996
Skills
Venture Capital, Due Diligence, Mergers, Valuation, Corporate Development, Business Strategy, Entrepreneurship, Financial Modeling, Start-ups, Investments, Capital Raising
Education
University of California, Los Angeles 1989 — 1993
B.A.
Forerunner Ventures January 2003 - Present
TSG Consumer Partners October 2009 - September 2010
Banc of America Securities LLC 1998 - 2002
Donaldson, Lufkin & Jenrette October 1996 - May 1997
Deloitte & Touche September 1993 - October 1996
Skills
Venture Capital, Due Diligence, Mergers, Valuation, Corporate Development, Business Strategy, Entrepreneurship, Financial Modeling, Start-ups, Investments, Capital Raising
Education
University of California, Los Angeles 1989 — 1993
B.A.
Wally Glennon's Donaldson, Lufkin & Jenrette Experience 1988 - 1990
Job Sales Agent at Sotheby's International Realty
Industry Real Estate
Experience
Glennon Family Company, L.P. 1999 - Present
Sotheby's International Realty October 2006 - Present
Southampton Youth Services, Inc. 2007 - Present
CMI Capital Market Investment 1997 - 2006
W. F. Glennon & Company, Inc. 1992 - 1996
Donaldson Lufkin & Jenrette 1988 - 1990
Salomon Brothers January 1977 - May 1988
Skills
Real Estate, Real Estate Transactions, Relocation, Negotiation, Investments, Condos, Investment Properties, Residential Homes, Real Estate Development, Asset Managment, Luxury, Valuation, Short Sales, Marketing Strategy, Sellers, Sales, Investors, Marketing, Private Equity, Commercial Real Estate, Real Estate Economics
Education
Boston College - Wallace E. Carroll Graduate School of Management 1966 — 1970
BS
Cranwell School, Lenox, MA 1962 — 1966
Glennon Family Company, L.P. 1999 - Present
Sotheby's International Realty October 2006 - Present
Southampton Youth Services, Inc. 2007 - Present
CMI Capital Market Investment 1997 - 2006
W. F. Glennon & Company, Inc. 1992 - 1996
Donaldson Lufkin & Jenrette 1988 - 1990
Salomon Brothers January 1977 - May 1988
Skills
Real Estate, Real Estate Transactions, Relocation, Negotiation, Investments, Condos, Investment Properties, Residential Homes, Real Estate Development, Asset Managment, Luxury, Valuation, Short Sales, Marketing Strategy, Sellers, Sales, Investors, Marketing, Private Equity, Commercial Real Estate, Real Estate Economics
Education
Boston College - Wallace E. Carroll Graduate School of Management 1966 — 1970
BS
Cranwell School, Lenox, MA 1962 — 1966
Terrence McLean Terrence McLean's Donaldson, Lufkin & Jenrette Experience January 1999 - October 2000
Job
Industry Insurance
Experience
Insight Catastrophe Group / SageSure Insurance Managers July 2005 - Present
Change For Kids January 2010 - Present
RenaissanceRe April 2004 - July 2005
American Superior Insurance Company January 2002 - November 2003
Donaldson, Lufkin & Jenrette January 1999 - October 2000
Donaldson, Lufkin & Jenrette March 1998 - January 1999
Education
University of Pennsylvania 1991 — 1995
Management & Technology Program
Elder High School 1987 — 1991
High School
Insight Catastrophe Group / SageSure Insurance Managers July 2005 - Present
Change For Kids January 2010 - Present
RenaissanceRe April 2004 - July 2005
American Superior Insurance Company January 2002 - November 2003
Donaldson, Lufkin & Jenrette January 1999 - October 2000
Donaldson, Lufkin & Jenrette March 1998 - January 1999
Education
University of Pennsylvania 1991 — 1995
Management & Technology Program
Elder High School 1987 — 1991
High School
Jeff Cantor Jeff Cantor's Donaldson, Lufkin & Jenrette Experience 1989 - 1997
Job Managing Director at The Debt Exchange
Industry Commercial Real Estate
Experience
The Debt Exchange October 2002 - Present
DebtX 2002 - 2008
Fremont Investment and Loan January 1998 - April 2002
Nomura 1997 - 2001
Capital Company of America 1996 - 1999
Donaldson, Lufkin & Jenrette 1989 - 1997
Education
University at Buffalo 1978 — 1982
BS, Accounting
The Debt Exchange October 2002 - Present
DebtX 2002 - 2008
Fremont Investment and Loan January 1998 - April 2002
Nomura 1997 - 2001
Capital Company of America 1996 - 1999
Donaldson, Lufkin & Jenrette 1989 - 1997
Education
University at Buffalo 1978 — 1982
BS, Accounting
Donald Trabert's Donaldson, Lufkin & Jenrette Experience August 1995 - November 2000
Job Senior Vice President Wealth Management UBS
Industry Financial Services
Experience
UBS March 2009 - Present
Credit Suisse November 2000 - March 2009
Donaldson, Lufkin & Jenrette August 1995 - November 2000
Kidder Peabody 1983 - August 1995
Education
University of Notre Dame 1972 — 1976
Bachelor of Science, Business Administration
UBS March 2009 - Present
Credit Suisse November 2000 - March 2009
Donaldson, Lufkin & Jenrette August 1995 - November 2000
Kidder Peabody 1983 - August 1995
Education
University of Notre Dame 1972 — 1976
Bachelor of Science, Business Administration
Thomas O Jones Thomas O Jones's Donaldson, Lufkin & Jenrette Experience September 1967 - June 1973
Job Principal and CEO, Fifth Generation Computer Corp.
Industry Computer Software
Experience
Fifth Generation Computer Corp. 1987 - Present
Jones Health Systems Management, Inc. 1973 - 1984
Donaldson, Lufkin & Jenrette September 1967 - June 1973
US Department of HEW September 1966 - 1967
IBM 1958 - 1967
Skills
Mainframe, New Business Development, Start-ups, Business Strategy, Product Development, Strategic Planning, Business Development, SaaS, Entrepreneurship, Strategic Partnerships, Product Management, Cloud Computing, Strategy, Enterprise Software, Go-to-market Strategy, Management Consulting
Education
University of Pennsylvania - The Wharton School 1957 — 1958
MBA, International Commerce
University of Pennsylvania 1950 — 1954
BS, Civil Engineering
Fifth Generation Computer Corp. 1987 - Present
Jones Health Systems Management, Inc. 1973 - 1984
Donaldson, Lufkin & Jenrette September 1967 - June 1973
US Department of HEW September 1966 - 1967
IBM 1958 - 1967
Skills
Mainframe, New Business Development, Start-ups, Business Strategy, Product Development, Strategic Planning, Business Development, SaaS, Entrepreneurship, Strategic Partnerships, Product Management, Cloud Computing, Strategy, Enterprise Software, Go-to-market Strategy, Management Consulting
Education
University of Pennsylvania - The Wharton School 1957 — 1958
MBA, International Commerce
University of Pennsylvania 1950 — 1954
BS, Civil Engineering
William McIntosh's Donaldson, Lufkin & Jenrette Experience August 1999 - November 2000
Job Investment Consultant
Industry Financial Services
Experience
TD Ameritrade November 2009 - Present
ToY Loft HOA October 2014 - Present
Morgan Stanley November 2000 - July 2008
Donaldson, Lufkin & Jenrette August 1999 - November 2000
Open Door Theater 1994 - 1999
Skills
Financial Planning, Series 66, Series 7, Retirement Planning, Series 65, Client Relations
Education
University of Colorado Boulder 1989 — 1993
BFA, Performance
DePaul University
TD Ameritrade November 2009 - Present
ToY Loft HOA October 2014 - Present
Morgan Stanley November 2000 - July 2008
Donaldson, Lufkin & Jenrette August 1999 - November 2000
Open Door Theater 1994 - 1999
Skills
Financial Planning, Series 66, Series 7, Retirement Planning, Series 65, Client Relations
Education
University of Colorado Boulder 1989 — 1993
BFA, Performance
DePaul University
Eric Reiter Eric Reiter's Donaldson, Lufkin & Jenrette Experience June 1997 - July 1999
Job Partner at Brentwood Associates
Industry Investment Management
Experience
Brentwood Associates June 1999 - Present
Excelligence Learning Corp (Discount School Supply) December 2014 - Present
Soft Surroundings August 2012 - Present
Sundance Catalog July 2012 - Present
The Teaching Company August 2006 - Present
University of Pennsylvania September 2012 - Present
John Thomas Dye School August 2013 - Present
Spectrum Athletic Clubs February 2011 - April 2015
Array Marketing Group June 2004 - June 2012
Donaldson, Lufkin & Jenrette June 1997 - July 1999
Skills
Due Diligence, Strategic Planning, Mergers, Private Equity, E-commerce, Marketing Strategy, Venture Capital, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Advertising, Financial Modeling, Sales, Email Marketing, Start-ups
Education
University of Pennsylvania - The Wharton School 1993 — 1997
Bachelor of Science, Finance / Operations and Information Management
Brentwood Associates June 1999 - Present
Excelligence Learning Corp (Discount School Supply) December 2014 - Present
Soft Surroundings August 2012 - Present
Sundance Catalog July 2012 - Present
The Teaching Company August 2006 - Present
University of Pennsylvania September 2012 - Present
John Thomas Dye School August 2013 - Present
Spectrum Athletic Clubs February 2011 - April 2015
Array Marketing Group June 2004 - June 2012
Donaldson, Lufkin & Jenrette June 1997 - July 1999
Skills
Due Diligence, Strategic Planning, Mergers, Private Equity, E-commerce, Marketing Strategy, Venture Capital, Corporate Development, Mergers & Acquisitions, Entrepreneurship, Advertising, Financial Modeling, Sales, Email Marketing, Start-ups
Education
University of Pennsylvania - The Wharton School 1993 — 1997
Bachelor of Science, Finance / Operations and Information Management
Deepak Gupta Deepak Gupta's Donaldson, Lufkin & Jenrette Experience January 2000 - 2000
Job
Industry Online Media
Experience
Machine Zone, Inc. October 2013 - Present
Machine Zone, Inc. March 2011 - September 2013
Outspark November 2009 - February 2011
Hovr 2005 - 2011
Electronic Arts October 2008 - November 2009
Hovr 2005 - September 2008
Technology Crossover Ventures 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette January 2000 - 2000
Wasserstein Perella (now called Dresdner Kleinwort) May 1998 - September 1998
Skills
Mobile Devices, Monetization, Product Management, Analytics, Online Marketing, Strategy, Mobile Games, Product Marketing, Start-ups, Venture Capital, Business Development, Social Games, Strategic Partnerships, Mobile Applications, Mobile Advertising, Video Games, MMO, Mobile Marketing, Online Advertising, Marketing, SEM, Mergers & Acquisitions, E-commerce, Online Gaming, Digital Marketing, iPhone, Customer Acquisition, Social Media Marketing, Awesomeness
Education
University of Rochester 1995 — 1999
BA
Don Bosco School
Machine Zone, Inc. October 2013 - Present
Machine Zone, Inc. March 2011 - September 2013
Outspark November 2009 - February 2011
Hovr 2005 - 2011
Electronic Arts October 2008 - November 2009
Hovr 2005 - September 2008
Technology Crossover Ventures 2001 - 2004
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette January 2000 - 2000
Wasserstein Perella (now called Dresdner Kleinwort) May 1998 - September 1998
Skills
Mobile Devices, Monetization, Product Management, Analytics, Online Marketing, Strategy, Mobile Games, Product Marketing, Start-ups, Venture Capital, Business Development, Social Games, Strategic Partnerships, Mobile Applications, Mobile Advertising, Video Games, MMO, Mobile Marketing, Online Advertising, Marketing, SEM, Mergers & Acquisitions, E-commerce, Online Gaming, Digital Marketing, iPhone, Customer Acquisition, Social Media Marketing, Awesomeness
Education
University of Rochester 1995 — 1999
BA
Don Bosco School
Darren Greco Darren Greco's Donaldson, Lufkin & Jenrette Experience 1992 - 1997
Job Independent Information Technology and Services Professional
Industry Information Technology and Services
Experience
Manifest Software June 2004 - Present
Princeton Network Architects January 1994 - Present
Wind Products Inc. 2010 - 2011
Wind Products Inc. 2010 - 2011
Donaldson, Lufkin & Jenrette 1992 - 1997
Education
University of Southern California 1986 — 1990
Vernon Township High School 1982 — 1986
Diploma
Manifest Software June 2004 - Present
Princeton Network Architects January 1994 - Present
Wind Products Inc. 2010 - 2011
Wind Products Inc. 2010 - 2011
Donaldson, Lufkin & Jenrette 1992 - 1997
Education
University of Southern California 1986 — 1990
Vernon Township High School 1982 — 1986
Diploma
Barbara Cona Amone Barbara Cona Amone's Donaldson, Lufkin & Jenrette Experience 1991 - 1998
Job Chief Human Resources Officer at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2010 - Present
UBS Investment Bank 1998 - 2010
Donaldson, Lufkin & Jenrette 1991 - 1998
Drexel Burnham Lambert 1985 - 1989
Education
Columbia University
Master's degree, Industrial and Organizational Psychology
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (B.B.A.), Management
Wellington Management September 2010 - Present
UBS Investment Bank 1998 - 2010
Donaldson, Lufkin & Jenrette 1991 - 1998
Drexel Burnham Lambert 1985 - 1989
Education
Columbia University
Master's degree, Industrial and Organizational Psychology
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (B.B.A.), Management
Robert Arsov Robert Arsov's Donaldson, Lufkin & Jenrette Experience July 1999 - November 2000
Job Managing Director at Guggenheim Partners
Industry Banking
Experience
Rumble.com August 2014 - Present
Guggenheim Partners May 2014 - Present
Credit Suisse July 1999 - April 2014
Donaldson, Lufkin & Jenrette July 1999 - November 2000
Skills
Corporate Finance, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, LBO, M&A experience, Investment Banking, Mergers & Acquisitions, Equities, Hedge Funds, Capital Markets, Risk Management, Investments, Venture Capital, Corporate Development, Portfolio Management, Alternative Investments, Structured Finance, Leveraged Finance, Emerging Markets, Restructuring, Asset Management, Financial Structuring, Fixed Income
Education
University of California, Berkeley, Haas School of Business
Bachelor's Degree
Rumble.com August 2014 - Present
Guggenheim Partners May 2014 - Present
Credit Suisse July 1999 - April 2014
Donaldson, Lufkin & Jenrette July 1999 - November 2000
Skills
Corporate Finance, Financial Modeling, Valuation, Due Diligence, Private Equity, Financial Analysis, LBO, M&A experience, Investment Banking, Mergers & Acquisitions, Equities, Hedge Funds, Capital Markets, Risk Management, Investments, Venture Capital, Corporate Development, Portfolio Management, Alternative Investments, Structured Finance, Leveraged Finance, Emerging Markets, Restructuring, Asset Management, Financial Structuring, Fixed Income
Education
University of California, Berkeley, Haas School of Business
Bachelor's Degree
Adam Freeman Adam Freeman's Donaldson, Lufkin & Jenrette Experience August 1998 - June 2001
Job Principal at Elmdale Partners, LLC and Century 21 Affiliated.
Industry Real Estate
Experience
Elmdale Partners, LLC July 2010 - Present
CENTURY 21 Affiliated December 2010 - Present
ElmSpring Chicago December 2013 - Present
The Endeavor Companies, LLC December 2007 - June 2010
New Trier Partners, LLC March 2005 - November 2007
CBOE June 2003 - December 2004
Babcock & Brown LP June 2001 - June 2003
Donaldson, Lufkin & Jenrette August 1998 - June 2001
Skills
Commercial Real Estate, Residential Real estate, Acquisitions, Dispositions, Brokerage, Leasing, Debt and Equity..., Real Estate Transactions, Investment Opportunities, Property Management, Rental Real Estate, Industrial Properties, Multi-family Investment..., Venture Capital, Distress Properties, Private Equity, Mortgage Underwriting, Corporate Management, Account Management, Corporate Finance, Equity Raising, Entrepreneurship, Real Estate, Mergers & Acquisitions, Deal Sourcing, Investments, Equities, Real Estate Economics, Mergers, Negotiation, Closing Deals, Financial Structuring, Real Estate Development, Real Estate Financing, Disposition, Residential Homes, Valuation, Financial Modeling, Investment Properties
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
BBA, Accounting and Finance
Elmdale Partners, LLC July 2010 - Present
CENTURY 21 Affiliated December 2010 - Present
ElmSpring Chicago December 2013 - Present
The Endeavor Companies, LLC December 2007 - June 2010
New Trier Partners, LLC March 2005 - November 2007
CBOE June 2003 - December 2004
Babcock & Brown LP June 2001 - June 2003
Donaldson, Lufkin & Jenrette August 1998 - June 2001
Skills
Commercial Real Estate, Residential Real estate, Acquisitions, Dispositions, Brokerage, Leasing, Debt and Equity..., Real Estate Transactions, Investment Opportunities, Property Management, Rental Real Estate, Industrial Properties, Multi-family Investment..., Venture Capital, Distress Properties, Private Equity, Mortgage Underwriting, Corporate Management, Account Management, Corporate Finance, Equity Raising, Entrepreneurship, Real Estate, Mergers & Acquisitions, Deal Sourcing, Investments, Equities, Real Estate Economics, Mergers, Negotiation, Closing Deals, Financial Structuring, Real Estate Development, Real Estate Financing, Disposition, Residential Homes, Valuation, Financial Modeling, Investment Properties
Education
University of Michigan - Stephen M. Ross School of Business 1994 — 1998
BBA, Accounting and Finance
Christopher G Emerick Christopher G Emerick's Donaldson, Lufkin & Jenrette Experience 1988 - 1990
Job Client Executive NGA Human Resources
Industry Information Technology and Services
Experience
NGA Human Resources June 2010 - Present
Convergys June 2007 - June 2010
Convergys July 1998 - June 2001
AT&T 1990 - 1998
Donaldson, Lufkin & Jenrette 1988 - 1990
Harris Bank & Trust 1983 - 1988
Skills
Outsourcing, SAP, Business Process, SAP R/3, ERP, P&L Financial Management, Public Sector, Customer Service, Global Delivery, Global Operations, Business Strategy, Business Development, Business Planning, Leadership, Governance, HR Consulting, Call Centers, P&L Management, Performance Management, Change Management, Service Delivery, CRM, Vendor Management, Business Analysis, Business Process..., BPO, Process Improvement
Education
University of Delaware
Bachelor of Science (B.S.), Accounting
University of North Florida
NGA Human Resources June 2010 - Present
Convergys June 2007 - June 2010
Convergys July 1998 - June 2001
AT&T 1990 - 1998
Donaldson, Lufkin & Jenrette 1988 - 1990
Harris Bank & Trust 1983 - 1988
Skills
Outsourcing, SAP, Business Process, SAP R/3, ERP, P&L Financial Management, Public Sector, Customer Service, Global Delivery, Global Operations, Business Strategy, Business Development, Business Planning, Leadership, Governance, HR Consulting, Call Centers, P&L Management, Performance Management, Change Management, Service Delivery, CRM, Vendor Management, Business Analysis, Business Process..., BPO, Process Improvement
Education
University of Delaware
Bachelor of Science (B.S.), Accounting
University of North Florida
John B. Foley's Donaldson, Lufkin & Jenrette Experience 1985 - 1989
Job COO, Vice President of Sales and Distribution, BOD Nominee, Member of Operating Committe at The CUBA Beverage Company
Industry Food & Beverages
Experience
The CUBA Beverage Company October 2013 - Present
Glancy Binkow & Goldberg LLP October 2012 - April 2013
Murray Frank LLP January 2011 - October 2012
Start Up Advisors 2008 - 2010
Ried, Thunberg ICAP 1999 - 2007
Instinet Incorporated 1994 - 1997
Thamesway 1992 - 1994
The Connecticut Brewing Company 1989 - 1992
Donaldson, Lufkin & Jenrette 1985 - 1989
Skills
Strategy, Product Development, Negotiation, Contract Negotiation, Marketing, Social Media, Start-ups, Entrepreneurship, Business Planning, Competitive Analysis, Strategic Planning, Business Strategy, New Business Development, Marketing Strategy, Business Development, Strategic Partnerships, Real Estate, Mergers & Acquisitions, Financial Analysis, CRM
Education
University of Notre Dame 1980 — 1984
Bachelor of Business Administration (B.B.A.), Marketing/ MIS
Saint John's High School, Shrewsbury 1976 — 1980
Graduated 3rd in class
The CUBA Beverage Company October 2013 - Present
Glancy Binkow & Goldberg LLP October 2012 - April 2013
Murray Frank LLP January 2011 - October 2012
Start Up Advisors 2008 - 2010
Ried, Thunberg ICAP 1999 - 2007
Instinet Incorporated 1994 - 1997
Thamesway 1992 - 1994
The Connecticut Brewing Company 1989 - 1992
Donaldson, Lufkin & Jenrette 1985 - 1989
Skills
Strategy, Product Development, Negotiation, Contract Negotiation, Marketing, Social Media, Start-ups, Entrepreneurship, Business Planning, Competitive Analysis, Strategic Planning, Business Strategy, New Business Development, Marketing Strategy, Business Development, Strategic Partnerships, Real Estate, Mergers & Acquisitions, Financial Analysis, CRM
Education
University of Notre Dame 1980 — 1984
Bachelor of Business Administration (B.B.A.), Marketing/ MIS
Saint John's High School, Shrewsbury 1976 — 1980
Graduated 3rd in class
Anne Hart Anne Hart's Donaldson, Lufkin & Jenrette Experience July 1997 - March 2002
Job I'm hiring for recruiting positions on our HR team at WageWorks.
Industry Human Resources
Experience
WageWorks June 2014 - Present
Nuverra Enviornmental Solutions January 2014 - June 2014
Insight August 2012 - October 2013
Insight February 2009 - August 2012
Insight March 2007 - February 2009
Barclays Bank May 2003 - November 2003
Credit Suisse First Boston August 2000 - March 2002
Donaldson, Lufkin & Jenrette July 1997 - March 2002
Smith Barney November 1995 - July 1997
Merrill Lynch January 1994 - March 1994
Skills
Applicant Tracking..., Employee Referral..., ADDIE, Adult Education, DDI, Talent Acquisition, OFCCP, College Recruiting, Sales, Onboarding, Organizational..., Training, Leadership, Sourcing, Recruiting, Interviews
Education
University of Arizona 1989 — 1993
BS, Marketing and Communications
WageWorks June 2014 - Present
Nuverra Enviornmental Solutions January 2014 - June 2014
Insight August 2012 - October 2013
Insight February 2009 - August 2012
Insight March 2007 - February 2009
Barclays Bank May 2003 - November 2003
Credit Suisse First Boston August 2000 - March 2002
Donaldson, Lufkin & Jenrette July 1997 - March 2002
Smith Barney November 1995 - July 1997
Merrill Lynch January 1994 - March 1994
Skills
Applicant Tracking..., Employee Referral..., ADDIE, Adult Education, DDI, Talent Acquisition, OFCCP, College Recruiting, Sales, Onboarding, Organizational..., Training, Leadership, Sourcing, Recruiting, Interviews
Education
University of Arizona 1989 — 1993
BS, Marketing and Communications
Dan Baumeister Dan Baumeister's Donaldson, Lufkin & Jenrette Experience 2000 - 2002
Job Commercial Real Estate Leasing
Industry Commercial Real Estate
Experience
Zeller Realty Group 2012 - Present
LA Realty Partners 2008 - 2012
Jones Lang LaSalle March 2002 - August 2008
Donaldson, Lufkin & Jenrette 2000 - 2002
Skills
Real Estate Transactions, Commercial Real Estate, Financial Analysis, Financial Modeling, Client Liaison, Account Management, Employee Management, Employee Training, Presentations, Sales Presentations, Executive Reporting, Statistical Reporting, Market Research, Computer Proficiency, Online Research, Tenant Representation, Real Estate Development, Leases, Location Intelligence, Real Estate, Landlords, Tenant, Investment Properties, Disposition, Corporate Real Estate, Property Management, Lease Negotiations, Real Estate Economics
Education
UCLA 1995 — 1999
Bachelor of Arts (B.A.), Economics
Zeller Realty Group 2012 - Present
LA Realty Partners 2008 - 2012
Jones Lang LaSalle March 2002 - August 2008
Donaldson, Lufkin & Jenrette 2000 - 2002
Skills
Real Estate Transactions, Commercial Real Estate, Financial Analysis, Financial Modeling, Client Liaison, Account Management, Employee Management, Employee Training, Presentations, Sales Presentations, Executive Reporting, Statistical Reporting, Market Research, Computer Proficiency, Online Research, Tenant Representation, Real Estate Development, Leases, Location Intelligence, Real Estate, Landlords, Tenant, Investment Properties, Disposition, Corporate Real Estate, Property Management, Lease Negotiations, Real Estate Economics
Education
UCLA 1995 — 1999
Bachelor of Arts (B.A.), Economics
Jonathan Ang Jonathan Ang's Donaldson, Lufkin & Jenrette Experience August 1997 - July 1999
Job Principal at Brentwood Associates
Industry Financial Services
Experience
Brentwood Associates December 2014 - Present
Brentwood Associates January 2011 - December 2014
Investcorp August 2002 - January 2011
Luce Scholars Program August 2001 - June 2002
Initiative for a Competitive Inner City September 1999 - July 2001
Donaldson, Lufkin & Jenrette August 1997 - July 1999
Skills
Private Equity, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Venture Capital, LBO
Education
Wharton School, University of Pennsylvania 1993 — 1997
Bachelors of Science, Economics
Brentwood Associates December 2014 - Present
Brentwood Associates January 2011 - December 2014
Investcorp August 2002 - January 2011
Luce Scholars Program August 2001 - June 2002
Initiative for a Competitive Inner City September 1999 - July 2001
Donaldson, Lufkin & Jenrette August 1997 - July 1999
Skills
Private Equity, Financial Modeling, Valuation, Mergers & Acquisitions, Due Diligence, Corporate Finance, Investment Banking, Capital Markets, Venture Capital, LBO
Education
Wharton School, University of Pennsylvania 1993 — 1997
Bachelors of Science, Economics
Michael Wong Michael Wong's Donaldson, Lufkin & Jenrette Experience 1995 - 1997
Job Chief Executive Officer at Genea
Industry Computer Software
Experience
Genea November 2011 - Present
First Beverage Capital September 2009 - April 2011
Leonard Green & Partners October 1998 - April 2009
The Blackstone Group - Private Equity 1997 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1997
Salomon Brothers 1994 - 1995
Skills
Private Equity, Mergers, Management, Energy, Mergers & Acquisitions, Finance, Venture Capital, Valuation, Due Diligence, Investor Relations, Entrepreneurship, Energy Management, Business Strategy, Executive Management, Corporate Development, Integration
Education
University of California, Los Angeles 1989 — 1993
BA - Business Economics
Genea November 2011 - Present
First Beverage Capital September 2009 - April 2011
Leonard Green & Partners October 1998 - April 2009
The Blackstone Group - Private Equity 1997 - 1998
Donaldson, Lufkin & Jenrette 1995 - 1997
Salomon Brothers 1994 - 1995
Skills
Private Equity, Mergers, Management, Energy, Mergers & Acquisitions, Finance, Venture Capital, Valuation, Due Diligence, Investor Relations, Entrepreneurship, Energy Management, Business Strategy, Executive Management, Corporate Development, Integration
Education
University of California, Los Angeles 1989 — 1993
BA - Business Economics
Rick Bloom Rick Bloom's Donaldson, Lufkin & Jenrette Experience 1989 - 1992
Job Chief Operating Officer at AHAA Enterprises
Industry Consumer Services
Experience
AHAA! Enterprises May 2012 - Present
NexCore Healthcare Capital Corporation December 2010 - Present
GlideRite Corporation June 2009 - Present
Arcata (formerly MyPrint, LLC) October 2009 - October 2011
Renaissance Acquisition Corp. January 2007 - November 2009
Caswell Massey, Ltd. 2006 - 2007
Marietta Corporation 1999 - 2006
Imperial Capital, LLC 1997 - 1999
Dabney / Resnick, Inc. 1992 - 1997
Donaldson, Lufkin & Jenrette 1989 - 1992
Skills
Corporate Development, Mergers, Strategy, Private Equity, Start-ups, Venture Capital, Strategic Planning, Investments, Business Strategy, Portfolio Management, Mergers & Acquisitions, Due Diligence, Investment Banking, Entrepreneurship, Corporate Finance, Finance, Restructuring, M&A experience, Leadership, Executive Management, Marketing, IPO, Management, Sales, Program Management, Competitive Analysis, Business Planning, Financial Structuring, Product Development, Financial Analysis, Asset Management, Valuation, Real Estate, Divestitures, Leveraged Finance, Emerging Markets, Financial Modeling, Joint Ventures
Education
University of Pennsylvania - The Wharton School 1986 — 1989
Bachelor of Science (B.S.), Finance and Entrepreneurial Management
AHAA! Enterprises May 2012 - Present
NexCore Healthcare Capital Corporation December 2010 - Present
GlideRite Corporation June 2009 - Present
Arcata (formerly MyPrint, LLC) October 2009 - October 2011
Renaissance Acquisition Corp. January 2007 - November 2009
Caswell Massey, Ltd. 2006 - 2007
Marietta Corporation 1999 - 2006
Imperial Capital, LLC 1997 - 1999
Dabney / Resnick, Inc. 1992 - 1997
Donaldson, Lufkin & Jenrette 1989 - 1992
Skills
Corporate Development, Mergers, Strategy, Private Equity, Start-ups, Venture Capital, Strategic Planning, Investments, Business Strategy, Portfolio Management, Mergers & Acquisitions, Due Diligence, Investment Banking, Entrepreneurship, Corporate Finance, Finance, Restructuring, M&A experience, Leadership, Executive Management, Marketing, IPO, Management, Sales, Program Management, Competitive Analysis, Business Planning, Financial Structuring, Product Development, Financial Analysis, Asset Management, Valuation, Real Estate, Divestitures, Leveraged Finance, Emerging Markets, Financial Modeling, Joint Ventures
Education
University of Pennsylvania - The Wharton School 1986 — 1989
Bachelor of Science (B.S.), Finance and Entrepreneurial Management
Vince Scafaria, CFA Vince Scafaria, CFA's Donaldson, Lufkin & Jenrette Experience January 1996 - July 1999
Job CEO at DotAlign
Industry Computer Software
Experience
DotAlign October 2009 - Present
FactSet Research Systems October 2008 - October 2009
FactSet February 2008 - September 2008
DealMaven Inc. July 1999 - January 2008
DLJ Merchant Banking October 1996 - July 1999
DLJ January 1996 - July 1999
Donaldson, Lufkin & Jenrette January 1996 - July 1999
Skills
technology, finance, product development, Financial Analysis, Software Development, Valuation, Investment Banking, Finance, Leadership, Product Development, Technology, Financial Modeling, Vendor Management, Strategy, Product Management, Investments, Banking, Strategic Partnerships, Venture Capital, Start-ups, Mergers & Acquisitions, Financial Markets, Analytics, Business Strategy, CRM, Business Development, Entrepreneurship, Private Equity, Equities, Financial Services, Corporate Development, Executive Management
Education
University of Pennsylvania - The Wharton School 1992 — 1995
BS, Finance, Strategic Management
DotAlign October 2009 - Present
FactSet Research Systems October 2008 - October 2009
FactSet February 2008 - September 2008
DealMaven Inc. July 1999 - January 2008
DLJ Merchant Banking October 1996 - July 1999
DLJ January 1996 - July 1999
Donaldson, Lufkin & Jenrette January 1996 - July 1999
Skills
technology, finance, product development, Financial Analysis, Software Development, Valuation, Investment Banking, Finance, Leadership, Product Development, Technology, Financial Modeling, Vendor Management, Strategy, Product Management, Investments, Banking, Strategic Partnerships, Venture Capital, Start-ups, Mergers & Acquisitions, Financial Markets, Analytics, Business Strategy, CRM, Business Development, Entrepreneurship, Private Equity, Equities, Financial Services, Corporate Development, Executive Management
Education
University of Pennsylvania - The Wharton School 1992 — 1995
BS, Finance, Strategic Management
Blake Hayward Blake Hayward's Donaldson, Lufkin & Jenrette Experience June 1992 - February 1994
Job VP, Product at SocialChorus
Industry Computer Software
Experience
SocialChorus January 2015 - Present
TapTheory April 2013 - Present
MoneyStream December 2012 - Present
Extole November 2009 - January 2013
MarkMonitor, Inc. (Acquired by Thomson Reuters) June 2006 - November 2009
CollectiveTrust (Acquired by MarkMonitor) August 2004 - June 2006
Yodlee January 2000 - June 2004
IMIS Consulting (Acquired by Mastech) January 1996 - December 2000
Oceanview Financial Research March 1994 - September 1995
Donaldson, Lufkin & Jenrette June 1992 - February 1994
Education
UCLA
BA, Business Economics
SocialChorus January 2015 - Present
TapTheory April 2013 - Present
MoneyStream December 2012 - Present
Extole November 2009 - January 2013
MarkMonitor, Inc. (Acquired by Thomson Reuters) June 2006 - November 2009
CollectiveTrust (Acquired by MarkMonitor) August 2004 - June 2006
Yodlee January 2000 - June 2004
IMIS Consulting (Acquired by Mastech) January 1996 - December 2000
Oceanview Financial Research March 1994 - September 1995
Donaldson, Lufkin & Jenrette June 1992 - February 1994
Education
UCLA
BA, Business Economics
Stacey Philipkosky's Donaldson, Lufkin & Jenrette Experience 1993 - 1995
Job Board Member at Lakshmi Capital Partners LLC
Industry Venture Capital & Private Equity
Experience
Lakshmi Capital Partners LLC 2012 - Present
Winter Wyman 2000 - 2001
Goldman Sachs 1998 - 2000
Donaldson, Lufkin & Jenrette 1993 - 1995
Education
University of Arizona 1988 — 1992
BA, Psychology, Communications
Lakshmi Capital Partners LLC 2012 - Present
Winter Wyman 2000 - 2001
Goldman Sachs 1998 - 2000
Donaldson, Lufkin & Jenrette 1993 - 1995
Education
University of Arizona 1988 — 1992
BA, Psychology, Communications
Louis Wolfowitz Louis Wolfowitz's Donaldson, Lufkin & Jenrette Experience 1996 - 1997
Job Head of Corporate Finance & Investment Banking at Cushman & Wakefield
Industry Real Estate
Experience
Cushman & Wakefield 2004 - Present
Cushman & Wakefield Securities, Inc. 2004 - Present
GE Capital 1998 - 2004
Donaldson, Lufkin & Jenrette 1996 - 1997
Smith Barney 1994 - 1996
Merrill Lynch 1986 - 1994
Skills
Valuation, Debt, Due Diligence, Real Estate, Private Equity, Financial Modeling, Structured Finance, Capital Markets, Investments, Mergers
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance, Real Estate
Vassar College 1982 — 1986
A.B., Economics
Stuyvesant High School 1978 — 1982
Birch Wathen 1972 — 1978
Cushman & Wakefield 2004 - Present
Cushman & Wakefield Securities, Inc. 2004 - Present
GE Capital 1998 - 2004
Donaldson, Lufkin & Jenrette 1996 - 1997
Smith Barney 1994 - 1996
Merrill Lynch 1986 - 1994
Skills
Valuation, Debt, Due Diligence, Real Estate, Private Equity, Financial Modeling, Structured Finance, Capital Markets, Investments, Mergers
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance, Real Estate
Vassar College 1982 — 1986
A.B., Economics
Stuyvesant High School 1978 — 1982
Birch Wathen 1972 — 1978
Frederick Moran Frederick Moran's Donaldson, Lufkin & Jenrette Experience May 1990 - February 1993
Job Director of Research at Burke & Quick Partners LLC
Industry Financial Services
Experience
Burke & Quick Partners LLC July 2014 - Present
DrVita.com September 2013 - March 2014
Worthian Capital Management February 2012 - September 2013
Benchmark Company April 2009 - January 2012
Stanford Group Company February 2004 - March 2009
Jefferies & Company September 1999 - December 2002
ING April 1996 - September 1999
Salomon Brothers February 1993 - April 1996
Donaldson, Lufkin & Jenrette May 1990 - February 1993
Drexel Burnham Lambert August 1988 - February 1990
Skills
Equity Research, Hedge Funds, Investments, Equities, Portfolio Management, Alternative Investments, ETFs, Financial Analysis, Mutual Funds, Valuation, Series 7, Securities, Financial Modeling, Bloomberg, Asset Management, Capital Markets, Finance, Investment Banking, Stock Picking, Equity Trading, Chief Financial Officer, Human Resources, Accounts Payable, Corporate Finance, Internet Services, Trading, Series 63, Series 65, series 16, series 85, series 86, Options, Convertible Bonds, Electronic Trading, Accounts Receivable, Compensation Structures, Economics, Vitamins, Health, Wellness, Corporate, Corporate Communications, eCommerce, Start-ups, Strategic Planning, Marketing, Marketing Strategy, Marketing Management, Online Marketing, IPO
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BS Economics, Finance
Fieldston School 1980 — 1984
Burke & Quick Partners LLC July 2014 - Present
DrVita.com September 2013 - March 2014
Worthian Capital Management February 2012 - September 2013
Benchmark Company April 2009 - January 2012
Stanford Group Company February 2004 - March 2009
Jefferies & Company September 1999 - December 2002
ING April 1996 - September 1999
Salomon Brothers February 1993 - April 1996
Donaldson, Lufkin & Jenrette May 1990 - February 1993
Drexel Burnham Lambert August 1988 - February 1990
Skills
Equity Research, Hedge Funds, Investments, Equities, Portfolio Management, Alternative Investments, ETFs, Financial Analysis, Mutual Funds, Valuation, Series 7, Securities, Financial Modeling, Bloomberg, Asset Management, Capital Markets, Finance, Investment Banking, Stock Picking, Equity Trading, Chief Financial Officer, Human Resources, Accounts Payable, Corporate Finance, Internet Services, Trading, Series 63, Series 65, series 16, series 85, series 86, Options, Convertible Bonds, Electronic Trading, Accounts Receivable, Compensation Structures, Economics, Vitamins, Health, Wellness, Corporate, Corporate Communications, eCommerce, Start-ups, Strategic Planning, Marketing, Marketing Strategy, Marketing Management, Online Marketing, IPO
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BS Economics, Finance
Fieldston School 1980 — 1984
Campbell Kidd Campbell Kidd's Donaldson, Lufkin & Jenrette Experience July 2000 - October 2000
Job Managing Partner at Red Hills Acquisitions, LLC
Industry Financial Services
Experience
Red Hills Holdings, LLC August 2008 - Present
The Oregon Zoo Foundation August 2010 - Present
American Red Cross Oregon Trail Chapter July 2010 - June 2012
Lime Financial July 2008 - August 2008
Credit Suisse October 2000 - March 2008
Donaldson, Lufkin & Jenrette July 2000 - October 2000
Skills
Asset Managment, Private Equity, Investments, Portfolio Management, Valuation, Due Diligence
Education
University of Oregon 1996 — 2000
BS, Economics
Jesuit 1992 — 1996
Red Hills Holdings, LLC August 2008 - Present
The Oregon Zoo Foundation August 2010 - Present
American Red Cross Oregon Trail Chapter July 2010 - June 2012
Lime Financial July 2008 - August 2008
Credit Suisse October 2000 - March 2008
Donaldson, Lufkin & Jenrette July 2000 - October 2000
Skills
Asset Managment, Private Equity, Investments, Portfolio Management, Valuation, Due Diligence
Education
University of Oregon 1996 — 2000
BS, Economics
Jesuit 1992 — 1996
Kevin Langell's Donaldson, Lufkin & Jenrette Experience September 1998 - June 2000
Job Helpdesk Manager at Farallon Capital Management
Industry Investment Management
Experience
Farallon Capital Management October 2008 - Present
Credit Suisse September 2000 - October 2008
Donaldson, Lufkin & Jenrette September 1998 - June 2000
Skills
Hedge Funds, Equities, Bloomberg, Troubleshooting, Investment Banking, Vendor Management, IT Management, IT Strategy
Education
University of Portland 1996 — 1998
Masters in the Art of Teaching
University of Notre Dame 1992 — 1996
Bachelor of Science (B.S.), Mathematics
Farallon Capital Management October 2008 - Present
Credit Suisse September 2000 - October 2008
Donaldson, Lufkin & Jenrette September 1998 - June 2000
Skills
Hedge Funds, Equities, Bloomberg, Troubleshooting, Investment Banking, Vendor Management, IT Management, IT Strategy
Education
University of Portland 1996 — 1998
Masters in the Art of Teaching
University of Notre Dame 1992 — 1996
Bachelor of Science (B.S.), Mathematics
Jack Sharp Jack Sharp's Donaldson, Lufkin & Jenrette Experience 1984 - 2001
Job Vice President at J.P. Morgan Securities
Industry Investment Management
Experience
J.P. Morgan Securities January 2014 - Present
Credit Suisse August 2001 - January 2014
Donaldson, Lufkin & Jenrette 1984 - 2001
Lehman Brothers 1980 - 1984
Skills
Series 7, Alternative Investments, Financial Analysis, Hedge Funds, Finance, Capital Markets, Asset Managment, Equities, Portfolio Management, Investments, Wealth Management, Fixed Income, Financial Modeling, Private Equity, Investment Banking, Investment Advisory, Private Banking, Securities, Asset Allocation, Mutual Funds, Series 63, Financial Markets, Valuation, Investment Management, Corporate Finance, Bloomberg, Financial Structuring, Bonds, Asset Management, Strategic Financial...
Education
University of Arkansas at Fayetteville
The Walton School of Business, BSBA, Finance
J.P. Morgan Securities January 2014 - Present
Credit Suisse August 2001 - January 2014
Donaldson, Lufkin & Jenrette 1984 - 2001
Lehman Brothers 1980 - 1984
Skills
Series 7, Alternative Investments, Financial Analysis, Hedge Funds, Finance, Capital Markets, Asset Managment, Equities, Portfolio Management, Investments, Wealth Management, Fixed Income, Financial Modeling, Private Equity, Investment Banking, Investment Advisory, Private Banking, Securities, Asset Allocation, Mutual Funds, Series 63, Financial Markets, Valuation, Investment Management, Corporate Finance, Bloomberg, Financial Structuring, Bonds, Asset Management, Strategic Financial...
Education
University of Arkansas at Fayetteville
The Walton School of Business, BSBA, Finance
David Licht David Licht's Donaldson, Lufkin & Jenrette Experience 1998 - 2002
Job Executive Chairman / CEO at All American Poker Network (AAPN)
Industry Investment Management
Experience
All American Poker Network (AAPN) March 2013 - Present
Avenue Capital Group August 2007 - March 2013
APG 2002 - 2007
Donaldson, Lufkin & Jenrette 1998 - 2002
Arthur Andersen & Co. 1996 - 1998
Skills
Investment Management, Portfolio Management, Financial Analysis, Financial Accounting, Capital Budgeting, Capital Structure
Education
University of Michigan 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Marlboro High School 1988 — 1992
All American Poker Network (AAPN) March 2013 - Present
Avenue Capital Group August 2007 - March 2013
APG 2002 - 2007
Donaldson, Lufkin & Jenrette 1998 - 2002
Arthur Andersen & Co. 1996 - 1998
Skills
Investment Management, Portfolio Management, Financial Analysis, Financial Accounting, Capital Budgeting, Capital Structure
Education
University of Michigan 1992 — 1996
Bachelor of Business Administration (BBA), Accounting and Finance
Marlboro High School 1988 — 1992
Linda H. Singer Linda H. Singer's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job Managing Director of Operations at Angel Oak Capital Advisors, LLC
Industry Capital Markets
Experience
Angel Oak Capital Advisors, LLC July 2013 - Present
SunTrust Robinson Humphrey 2011 - 2013
Swiss Re Asset Management 2005 - 2010
BlackRock 1999 - 2004
Donaldson, Lufkin & Jenrette 1997 - 1999
Salomon Brothers 1992 - 1996
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Wittenberg University
BA
Cemenahuac Institute, Cuernavaca, Morelos, Mexico
Angel Oak Capital Advisors, LLC July 2013 - Present
SunTrust Robinson Humphrey 2011 - 2013
Swiss Re Asset Management 2005 - 2010
BlackRock 1999 - 2004
Donaldson, Lufkin & Jenrette 1997 - 1999
Salomon Brothers 1992 - 1996
Education
University of Pittsburgh - Joseph M. Katz Graduate School of Business
MBA
Wittenberg University
BA
Cemenahuac Institute, Cuernavaca, Morelos, Mexico
Sara Zimmardi's Donaldson, Lufkin & Jenrette Experience 1983 - 1986
Job Office Manger at Inogen
Industry Medical Devices
Experience
Inogen February 2013 - Present
HS Investments 2009 - 2013
American Business Interiors 1990 - 1995
Midland Bank PLC 1987 - 1990
Bear Stearns 1986 - 1987
Donaldson, Lufkin & Jenrette 1983 - 1986
Barneys New York 1982 - 1983
Skills
Sales, Customer Service, Property Management, New Business Development, Marketing, Home Staging, Recruiting
Education
University of Florida 1978 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Collin College
Certificate, Interior and Architectural Design
Inogen February 2013 - Present
HS Investments 2009 - 2013
American Business Interiors 1990 - 1995
Midland Bank PLC 1987 - 1990
Bear Stearns 1986 - 1987
Donaldson, Lufkin & Jenrette 1983 - 1986
Barneys New York 1982 - 1983
Skills
Sales, Customer Service, Property Management, New Business Development, Marketing, Home Staging, Recruiting
Education
University of Florida 1978 — 1982
Bachelor of Science (B.S.), Business, Management, Marketing, and Related Support Services
Collin College
Certificate, Interior and Architectural Design
Joe McAdams Joe McAdams's Donaldson, Lufkin & Jenrette Experience 1993 - 1998
Job Chief Investment Officer at Anworth Mortgage
Industry Investment Management
Experience
Anworth Mortgage 1998 - Present
Pacific Income Advisers 1998 - Present
Donaldson, Lufkin & Jenrette 1993 - 1998
Education
The University of Chicago 1991 — 1993
Master's Degree, Economics
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor's Degree
Anworth Mortgage 1998 - Present
Pacific Income Advisers 1998 - Present
Donaldson, Lufkin & Jenrette 1993 - 1998
Education
The University of Chicago 1991 — 1993
Master's Degree, Economics
University of Pennsylvania - The Wharton School 1987 — 1991
Bachelor's Degree
Andy Shih Andy Shih's Donaldson, Lufkin & Jenrette Experience March 2000 - November 2000
Job Financial Planning and Analysis
Industry Financial Services
Experience
Credit Suisse 2000 - 2009
Donaldson, Lufkin & Jenrette March 2000 - November 2000
Skills
Financial Analysis, Manage Client..., Finance, Financial Modeling, Investment Banking, Client Relations Skills, Research, Mergers & Acquisitions, Economics, Analysis, Business Analysis, Microsoft Excel, Data Analysis, Banking, Valuation
Education
University of California, Irvine 1996 — 1999
Bachelor's Degree, Political Science and Government
Credit Suisse 2000 - 2009
Donaldson, Lufkin & Jenrette March 2000 - November 2000
Skills
Financial Analysis, Manage Client..., Finance, Financial Modeling, Investment Banking, Client Relations Skills, Research, Mergers & Acquisitions, Economics, Analysis, Business Analysis, Microsoft Excel, Data Analysis, Banking, Valuation
Education
University of California, Irvine 1996 — 1999
Bachelor's Degree, Political Science and Government
Michael Painter Michael Painter's Donaldson, Lufkin & Jenrette Experience January 1997 - July 1999
Job Managing Partner of Plexus Capital, LLC
Industry Investment Management
Experience
Plexus Capital, LLC November 2004 - Present
Endurance Capital May 2004 - October 2004
Triangle Capital Corporation January 2003 - April 2004
Erskine Bowles for US Senate January 2002 - December 2002
RBC August 1999 - December 2001
Donaldson, Lufkin & Jenrette January 1997 - July 1999
RBC June 1995 - December 1996
Skills
Private Equity, Alternative Investments, Portfolio Management, Investments
Education
University of North Carolina at Chapel Hill 1991 — 1995
BSBA, Business
Plexus Capital, LLC November 2004 - Present
Endurance Capital May 2004 - October 2004
Triangle Capital Corporation January 2003 - April 2004
Erskine Bowles for US Senate January 2002 - December 2002
RBC August 1999 - December 2001
Donaldson, Lufkin & Jenrette January 1997 - July 1999
RBC June 1995 - December 1996
Skills
Private Equity, Alternative Investments, Portfolio Management, Investments
Education
University of North Carolina at Chapel Hill 1991 — 1995
BSBA, Business
Jean O'Connor Jean O'Connor's Donaldson, Lufkin & Jenrette Experience October 1995 - December 2001
Job Executive Assistant at Raymond James & Associates, Inc
Industry Financial Services
Experience
Raymond James & Associates, Inc June 2009 - Present
Lane Berry & Co., International January 2002 - June 2009
Donaldson, Lufkin & Jenrette October 1995 - December 2001
Skills
Administrative..., Outlook, Office Management, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Customer Service
Education
University of Rhode Island
Bachelors Degree, English
Raymond James & Associates, Inc June 2009 - Present
Lane Berry & Co., International January 2002 - June 2009
Donaldson, Lufkin & Jenrette October 1995 - December 2001
Skills
Administrative..., Outlook, Office Management, Microsoft Excel, PowerPoint, Event Planning, Microsoft Office, Microsoft Word, Customer Service
Education
University of Rhode Island
Bachelors Degree, English
Dennis Miner's Donaldson, Lufkin & Jenrette Experience August 1994 - August 2000
Job Founder, Miner Partners, LLC
Industry Investment Management
Experience
Miner Partners, LLC November 2014 - Present
NEPC March 2013 - October 2014
Delegate Advisors March 2010 - May 2012
Morgan Creek Capital Management April 2004 - March 2010
Credit Suisse August 2000 - October 2002
Donaldson, Lufkin & Jenrette August 1994 - August 2000
Skills
Investment Management, Fund Of Funds, Investment Strategies, Emerging Markets, Financial Modeling, Management, Capital Markets, Equity Research, Wealth Management, Bloomberg, Corporate Finance, Financial Analysis, Investment Banking, Series 7, Fixed Income, Start-ups, Risk Management, Mutual Funds, Quantitative Analytics
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Miner Partners, LLC November 2014 - Present
NEPC March 2013 - October 2014
Delegate Advisors March 2010 - May 2012
Morgan Creek Capital Management April 2004 - March 2010
Credit Suisse August 2000 - October 2002
Donaldson, Lufkin & Jenrette August 1994 - August 2000
Skills
Investment Management, Fund Of Funds, Investment Strategies, Emerging Markets, Financial Modeling, Management, Capital Markets, Equity Research, Wealth Management, Bloomberg, Corporate Finance, Financial Analysis, Investment Banking, Series 7, Fixed Income, Start-ups, Risk Management, Mutual Funds, Quantitative Analytics
Education
University of Massachusetts, Amherst
Bachelor of Arts (B.A.)
Bryan Rubin Bryan Rubin's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Corporate Development at Google
Industry Wireless
Experience
Google February 2014 - Present
Motorola Mobility May 2012 - February 2014
Highbridge Principal Strategies November 2006 - May 2012
Adelphia Communications May 2003 - October 2006
360networks April 2002 - May 2003
360 Networks April 2000 - April 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
Education
University of Michigan 1995 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, Accounting
Google February 2014 - Present
Motorola Mobility May 2012 - February 2014
Highbridge Principal Strategies November 2006 - May 2012
Adelphia Communications May 2003 - October 2006
360networks April 2002 - May 2003
360 Networks April 2000 - April 2002
Donaldson, Lufkin & Jenrette 1999 - 2000
Education
University of Michigan 1995 — 1999
Bachelor of Business Administration (BBA), Accounting and Finance
University of Michigan - Stephen M. Ross School of Business 1995 — 1999
Bachelor of Business Administration (B.B.A.), Finance, Accounting
Eric Reiter Eric Reiter's Donaldson, Lufkin & Jenrette Experience 1997 - 1998
Job Chief Financial Officer at Health Plus Management, LLC.
Industry Hospital & Health Care
Experience
Health Plus Management Services, LLC. September 2014 - Present
Hard Candy Fitness 2011 - September 2014
New Evolution Ventures 2010 - September 2014
CMF Associates, LLC 2009 - 2010
Commonwealth Associates, LP 2008 - 2009
Lilburn Capital Management 2004 - 2008
Capital Z Partners 2002 - 2004
Graham Partners May 2001 - August 2001
Generation Partners 1998 - 2000
Donaldson, Lufkin & Jenrette 1997 - 1998
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Valuation, Finance, Investment Banking, Corporate Finance, Management, Investments, Budgets, Hedge Funds, Mergers, Business Strategy, Corporate Development, Financial Modeling, Financial Forecasting, Cash Flow, Project Management, Venture Capital, Start-ups, Financial Analysis, Financial Reporting, Forecasting, Accounting, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA), Strategic Management
University of Pennsylvania - School of Engineering and Applied Science 1992 — 1996
Bachelor of Applied Science (BASc), Computer Science and Engineering
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science in Economics, Finance
North Rockland High School 1988 — 1992
Health Plus Management Services, LLC. September 2014 - Present
Hard Candy Fitness 2011 - September 2014
New Evolution Ventures 2010 - September 2014
CMF Associates, LLC 2009 - 2010
Commonwealth Associates, LP 2008 - 2009
Lilburn Capital Management 2004 - 2008
Capital Z Partners 2002 - 2004
Graham Partners May 2001 - August 2001
Generation Partners 1998 - 2000
Donaldson, Lufkin & Jenrette 1997 - 1998
Skills
Private Equity, Mergers & Acquisitions, Due Diligence, Valuation, Finance, Investment Banking, Corporate Finance, Management, Investments, Budgets, Hedge Funds, Mergers, Business Strategy, Corporate Development, Financial Modeling, Financial Forecasting, Cash Flow, Project Management, Venture Capital, Start-ups, Financial Analysis, Financial Reporting, Forecasting, Accounting, Strategic Financial...
Education
University of Pennsylvania - The Wharton School 2000 — 2002
Master of Business Administration (MBA), Strategic Management
University of Pennsylvania - School of Engineering and Applied Science 1992 — 1996
Bachelor of Applied Science (BASc), Computer Science and Engineering
University of Pennsylvania - The Wharton School 1992 — 1996
Bachelor of Science in Economics, Finance
North Rockland High School 1988 — 1992
Michael Eckton Michael Eckton's Donaldson, Lufkin & Jenrette Experience January 1989 - January 1992
Job CoFounder & Managing Partner Crestwood Advisors LLC
Industry Investment Management
Experience
Crestwood Advisors LLC 2003 - Present
Bingham Legg Advisers January 1999 - January 2003
Bingham McCutchen January 1995 - January 1999
PaineWebber January 1992 - January 1995
Donaldson, Lufkin & Jenrette January 1989 - January 1992
Bear Stearns January 1985 - January 1989
Skills
Investments, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management, Equities, Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
University of Delaware 1981 — 1985
BS Business Administration, Financial Management; international business and economics
Crestwood Advisors LLC 2003 - Present
Bingham Legg Advisers January 1999 - January 2003
Bingham McCutchen January 1995 - January 1999
PaineWebber January 1992 - January 1995
Donaldson, Lufkin & Jenrette January 1989 - January 1992
Bear Stearns January 1985 - January 1989
Skills
Investments, Asset Management, Portfolio Management, Asset Allocation, Mutual Funds, Wealth Management, Equities, Management
Education
New York University - Leonard N. Stern School of Business 1989 — 1992
MBA, Finance
University of Delaware 1981 — 1985
BS Business Administration, Financial Management; international business and economics
Bob Lockwood Bob Lockwood's Donaldson, Lufkin & Jenrette Experience February 1991 - October 2000
Job Managing Director, Technology Investment Banking at Raymond James & Associates
Industry Investment Banking
Experience
Raymond James Financial May 2009 - Present
Lane Berry October 2005 - May 2009
First Albany Capital October 2003 - October 2005
Credit Suisse First Boston November 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1991 - October 2000
Chemical Bank 1991 - 1992
Education
University of Pennsylvania 1987 — 1991
Raymond James Financial May 2009 - Present
Lane Berry October 2005 - May 2009
First Albany Capital October 2003 - October 2005
Credit Suisse First Boston November 2000 - December 2002
Donaldson, Lufkin & Jenrette February 1991 - October 2000
Chemical Bank 1991 - 1992
Education
University of Pennsylvania 1987 — 1991
Eugene Callaghan Eugene Callaghan's Donaldson, Lufkin & Jenrette Experience January 1998 - January 2001
Job Level 2 Desktop Support at Credit Suisse
Industry Financial Services
Experience
Celtic Pride LLC OwnerCeltic Pride LLCFebruary 2007 - Present
Credit Suisse January 2015 - September 2015
UBS February 2001 - July 2006
Donaldson, Lufkin & Jenrette January 1998 - January 2001
Donaldson, Lufkin & Jenrette / DLJ / CSFB May 1995 - January 1998
Skills
Desktop Support..., Help Desk Support, Troubleshooting, Technical Support, Retail, Program Management, Process Improvement, Team Leadership, Trading, Team Building, Customer Service, Vendor Management, Business Analysis, Equities, Process Engineering, Change Management, Problem Solving, Customer Relations, Budgets, Marketing, Management Consulting, Project Management, CRM, Strategic Planning, Business Strategy, Microsoft Office, Microsoft Excel, Software Installation, Windows 7, Outlook, Computer Hardware, Windows XP, Management
Education
University of Scranton 1985 — 1989
Bachelor of Science (BS), Accounting
Ridgewood High School 1982 — 1985
Academic
Celtic Pride LLC OwnerCeltic Pride LLCFebruary 2007 - Present
Credit Suisse January 2015 - September 2015
UBS February 2001 - July 2006
Donaldson, Lufkin & Jenrette January 1998 - January 2001
Donaldson, Lufkin & Jenrette / DLJ / CSFB May 1995 - January 1998
Skills
Desktop Support..., Help Desk Support, Troubleshooting, Technical Support, Retail, Program Management, Process Improvement, Team Leadership, Trading, Team Building, Customer Service, Vendor Management, Business Analysis, Equities, Process Engineering, Change Management, Problem Solving, Customer Relations, Budgets, Marketing, Management Consulting, Project Management, CRM, Strategic Planning, Business Strategy, Microsoft Office, Microsoft Excel, Software Installation, Windows 7, Outlook, Computer Hardware, Windows XP, Management
Education
University of Scranton 1985 — 1989
Bachelor of Science (BS), Accounting
Ridgewood High School 1982 — 1985
Academic
Michele Boesenberg's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Senior Director at Yahoo!
Industry Internet
Experience
Yahoo! 2008 - Present
Yahoo! 2006 - 2008
Knight Ridder 2004 - 2006
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Corporate Development, Corporate Finance, Mergers, Valuation, Due Diligence, Deal Sourcing, Investment Banking, Structuring, Strategic Assessment, Financial Modeling, Business Modeling, M&A experience, Strategic Analysis, Team Leadership, Internet, Mobile, Online Advertising, Mobile Advertising, Online Lead Generation, Digital Media, Strategy, Mergers, Business Development, Analysis
Education
Wharton School, University of Pennsylvania
M.B.A., Finance
University of California, Berkeley
B.S., Business
Yahoo! 2008 - Present
Yahoo! 2006 - 2008
Knight Ridder 2004 - 2006
Credit Suisse First Boston 2000 - 2002
Donaldson, Lufkin & Jenrette 1997 - 2000
Skills
Corporate Development, Corporate Finance, Mergers, Valuation, Due Diligence, Deal Sourcing, Investment Banking, Structuring, Strategic Assessment, Financial Modeling, Business Modeling, M&A experience, Strategic Analysis, Team Leadership, Internet, Mobile, Online Advertising, Mobile Advertising, Online Lead Generation, Digital Media, Strategy, Mergers, Business Development, Analysis
Education
Wharton School, University of Pennsylvania
M.B.A., Finance
University of California, Berkeley
B.S., Business
Adrian Lanch Adrian Lanch's Donaldson, Lufkin & Jenrette Experience March 2000 - November 2000
Job IT Financial Services Professional | Market Data Specialist | Consultant | Systems Architect
Industry Information Technology and Services
Experience
Weizmann Day School July 2010 - September 2012
Self Employed March 2006 - May 2010
CyberTrader Inc. July 2003 - February 2006
TechStream Inc. July 1998 - May 2003
Reuters America Inc. June 2002 - April 2003
MoneyLine Telerate Inc. February 2001 - October 2001
Credit Suisse First Boston December 2000 - February 2001
Donaldson, Lufkin & Jenrette March 2000 - November 2000
Reuters America Inc. October 1999 - March 2000
Donaldson, Lufkin & Jenrette July 1999 - September 1999
Skills
Market Data, Unix, Trading Systems, Integration, Low Latency, Enterprise Software, Electronic Trading, Financial Markets, Equities, Data Center, Options, Reuters, Databases, Software Project..., Fixed Income, Equity Trading, Linux, Triarch, RMDS, Requirements Analysis, Trading, SQL, Distributed Systems, Technical Analysis, Software Engineering, System Administration, Testing, TIBCO Rendezvous, RFA, Kobra, Reuters 3000, Windows 7, Networking, Capital Markets, Solaris, Servers, Bash, Visual Studio, Awk, Reuters Triarch, Microsoft Office, Programming, FX Trading, Perl, LAMP, Google Analytics, Google Adwords, Google Webmaster Tools, Python, R Programming
Education
University of California, Irvine 2014 — 2015
Predictive Analytics
University of Surrey 1986 — 1990
B. Eng., Information Systems Engineering
Chesham High School 1984 — 1986
Berkhamsted School 1981 — 1984
Weizmann Day School July 2010 - September 2012
Self Employed March 2006 - May 2010
CyberTrader Inc. July 2003 - February 2006
TechStream Inc. July 1998 - May 2003
Reuters America Inc. June 2002 - April 2003
MoneyLine Telerate Inc. February 2001 - October 2001
Credit Suisse First Boston December 2000 - February 2001
Donaldson, Lufkin & Jenrette March 2000 - November 2000
Reuters America Inc. October 1999 - March 2000
Donaldson, Lufkin & Jenrette July 1999 - September 1999
Skills
Market Data, Unix, Trading Systems, Integration, Low Latency, Enterprise Software, Electronic Trading, Financial Markets, Equities, Data Center, Options, Reuters, Databases, Software Project..., Fixed Income, Equity Trading, Linux, Triarch, RMDS, Requirements Analysis, Trading, SQL, Distributed Systems, Technical Analysis, Software Engineering, System Administration, Testing, TIBCO Rendezvous, RFA, Kobra, Reuters 3000, Windows 7, Networking, Capital Markets, Solaris, Servers, Bash, Visual Studio, Awk, Reuters Triarch, Microsoft Office, Programming, FX Trading, Perl, LAMP, Google Analytics, Google Adwords, Google Webmaster Tools, Python, R Programming
Education
University of California, Irvine 2014 — 2015
Predictive Analytics
University of Surrey 1986 — 1990
B. Eng., Information Systems Engineering
Chesham High School 1984 — 1986
Berkhamsted School 1981 — 1984
Brynn Rail Brynn Rail's Donaldson, Lufkin & Jenrette Experience June 1999 - August 2001
Job Counsel at Ropes & Gray LLP
Industry Law Practice
Experience
Ropes & Gray LLP June 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP September 2004 - June 2015
Donaldson Lufkin & Jenrette June 1999 - August 2001
Skills
Securities Regulation, Mergers & Acquisitions, Securities Exchange Act..., Broker-Dealer, Prime Brokerage, Investment Advisers Act, Hedge Funds
Education
The University of Connecticut School of Law 2001 — 2004
J.D.
Boston College 1995 — 1999
B.A., English
Ropes & Gray LLP June 2015 - Present
Skadden, Arps, Slate, Meagher & Flom LLP September 2004 - June 2015
Donaldson Lufkin & Jenrette June 1999 - August 2001
Skills
Securities Regulation, Mergers & Acquisitions, Securities Exchange Act..., Broker-Dealer, Prime Brokerage, Investment Advisers Act, Hedge Funds
Education
The University of Connecticut School of Law 2001 — 2004
J.D.
Boston College 1995 — 1999
B.A., English
Berry Cox Berry Cox's Donaldson, Lufkin & Jenrette Experience April 1996 - October 2000
Job President, Abacus Analytics Inc.
Industry Financial Services
Experience
UBS Investment Bank January 2010 - September 2011
Abacus Analytics November 2001 - January 2010
Credit Suisse First Boston October 2000 - October 2001
Donaldson, Lufkin & Jenrette April 1996 - October 2000
Salomon Brothers 1992 - 1996
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Finance
University of Virginia 1979 — 1983
BA, Economics, International Relations
UBS Investment Bank January 2010 - September 2011
Abacus Analytics November 2001 - January 2010
Credit Suisse First Boston October 2000 - October 2001
Donaldson, Lufkin & Jenrette April 1996 - October 2000
Salomon Brothers 1992 - 1996
Education
University of Pennsylvania - The Wharton School 1985 — 1986
MBA, Finance
University of Virginia 1979 — 1983
BA, Economics, International Relations
Joseph Gabor Joseph Gabor's Donaldson, Lufkin & Jenrette Experience August 2000 - October 2000
Job DirectorBrandywine Asset Management
Industry Financial Services
Experience
Brandywine Asset Management January 2015 - Present
Direct Access Partners December 2012 - June 2013
Miller Tabak + Co., LLC January 2010 - September 2012
Cantor Fitzgerald March 2003 - December 2009
Lehman Brothers October 2000 - March 2003
Donaldson, Lufkin & Jenrette August 2000 - October 2000
Nomura Securities July 1998 - August 2000
Derivatives Floor Trader June 1994 - June 1998
Skills
Derivatives, Futures, Portfolio Management, Hedge Funds, CTAs, equity options, Market Neutral, advisory, marketing, Investment Banking, Trading, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Alternative Investments, Equity Capital Markets, Equities, Investments, Asset Management, Capital Markets, Valuation
Education
University of Pennsylvania
Brandywine Asset Management January 2015 - Present
Direct Access Partners December 2012 - June 2013
Miller Tabak + Co., LLC January 2010 - September 2012
Cantor Fitzgerald March 2003 - December 2009
Lehman Brothers October 2000 - March 2003
Donaldson, Lufkin & Jenrette August 2000 - October 2000
Nomura Securities July 1998 - August 2000
Derivatives Floor Trader June 1994 - June 1998
Skills
Derivatives, Futures, Portfolio Management, Hedge Funds, CTAs, equity options, Market Neutral, advisory, marketing, Investment Banking, Trading, Microsoft Office, Management, Microsoft Excel, Microsoft Word, Research, PowerPoint, Alternative Investments, Equity Capital Markets, Equities, Investments, Asset Management, Capital Markets, Valuation
Education
University of Pennsylvania
Jeff Gimbel's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job Investment Analyst at Giovine Capital Group
Industry Investment Management
Experience
Giovine Capital May 2005 - Present
The Yucaipa Companies September 2004 - May 2005
Clarity Partners 2001 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2001
Education
University of Pennsylvania 1995 — 1999
University of Pennsylvania - The Wharton School 1995 — 1999
Giovine Capital May 2005 - Present
The Yucaipa Companies September 2004 - May 2005
Clarity Partners 2001 - 2004
Donaldson, Lufkin & Jenrette 1999 - 2001
Education
University of Pennsylvania 1995 — 1999
University of Pennsylvania - The Wharton School 1995 — 1999
Dina Singer's Donaldson, Lufkin & Jenrette Experience 1990 - 2001
Job Production Manager at NJSFDA
Industry Graphic Design
Experience
NJSFDA 2004 - Present
The Waner Group, LLC 2002 - 2004
Donaldson, Lufkin & Jenrette 1990 - 2001
Skills
Adobe Creative Suite, Direct Mail, Corporate Identity, Advertising, Photoshop, InDesign, Illustrator, Budgets, Social Media, Image Manipulation, Packaging, Creative Direction
Education
University of Bridgeport 1979 — 1983
BFA, Graphic Design
NJSFDA 2004 - Present
The Waner Group, LLC 2002 - 2004
Donaldson, Lufkin & Jenrette 1990 - 2001
Skills
Adobe Creative Suite, Direct Mail, Corporate Identity, Advertising, Photoshop, InDesign, Illustrator, Budgets, Social Media, Image Manipulation, Packaging, Creative Direction
Education
University of Bridgeport 1979 — 1983
BFA, Graphic Design
Garrett Stevens's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job Managing Member at Lunada Capital LLC
Industry Investment Management
Experience
Lunada Capital LLC June 2015 - Present
Giovine Capital Group Llc September 2002 - January 2015
CarsDirect.com January 2000 - September 2000
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Equities, Investments, Private Equity, Asset Management, Hedge Funds, Valuation, Alternative Investments, Equity Research, Financial Modeling
Education
Wharton School, University of Pennsylvania 1993 — 1997
B.S. Economics, Finance
Lunada Capital LLC June 2015 - Present
Giovine Capital Group Llc September 2002 - January 2015
CarsDirect.com January 2000 - September 2000
Donaldson, Lufkin & Jenrette 1997 - 1999
Skills
Equities, Investments, Private Equity, Asset Management, Hedge Funds, Valuation, Alternative Investments, Equity Research, Financial Modeling
Education
Wharton School, University of Pennsylvania 1993 — 1997
B.S. Economics, Finance
Dwight Fairback's Donaldson, Lufkin & Jenrette Experience April 1996 - December 1999
Job Director Business Development, Nat'l Advertising Sales DIRECTV
Industry Marketing and Advertising
Experience
DIRECTV April 2014 - Present
Screenvision March 2013 - March 2014
Viacom February 2011 - March 2013
Viacom - Nickelodeon March 2004 - February 2011
TV Guide Network November 2002 - March 2004
Double-Click February 2000 - September 2002
Donaldson, Lufkin & Jenrette April 1996 - December 1999
Sandler O'Neill & Partners, L.P. February 1995 - March 1996
Prudential Securties April 1991 - December 1994
Union Bank of Switzerland August 1988 - April 1991
Skills
Digital Media, Integrated Marketing, Digital Marketing, New Business Development, Sales, Strategic Partnerships, Management, Advertising, Digital Strategy, Advertising Sales, Online Advertising, New Media, Television, Addressable TV, Business Development, Mobile Advertising
Education
University of Arizona 1984 — 1988
Bachelor of Science (B.S.), Double Major: Finance & Entrepreneurship
DIRECTV April 2014 - Present
Screenvision March 2013 - March 2014
Viacom February 2011 - March 2013
Viacom - Nickelodeon March 2004 - February 2011
TV Guide Network November 2002 - March 2004
Double-Click February 2000 - September 2002
Donaldson, Lufkin & Jenrette April 1996 - December 1999
Sandler O'Neill & Partners, L.P. February 1995 - March 1996
Prudential Securties April 1991 - December 1994
Union Bank of Switzerland August 1988 - April 1991
Skills
Digital Media, Integrated Marketing, Digital Marketing, New Business Development, Sales, Strategic Partnerships, Management, Advertising, Digital Strategy, Advertising Sales, Online Advertising, New Media, Television, Addressable TV, Business Development, Mobile Advertising
Education
University of Arizona 1984 — 1988
Bachelor of Science (B.S.), Double Major: Finance & Entrepreneurship
David Perlmutter's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Ernst & Young Executive Director
Industry Financial Services
Experience
Ernst & Young, Financial Services Advisory 2006 - Present
Ernst & Young LLP 2006 - June 2010
KPMG Consulting / BearingPoint 2000 - 2006
BearingPoint 2000 - 2006
Donaldson Lufkin & Jenrette 1997 - 2000
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Management Consulting, Business Process..., Internal Controls, Financial Reporting, Financial Modeling, Financial Analysis, Business Transformation, Risk Management, Governance, Mergers & Acquisitions, Capital Markets, Business Intelligence, Corporate Finance
Education
Hofstra University 1993 — 1998
MBA, Finance
Baruch College, City University of New York (CUNY) 1987 — 1992
BBA, Accounting
Night School
Ernst & Young, Financial Services Advisory 2006 - Present
Ernst & Young LLP 2006 - June 2010
KPMG Consulting / BearingPoint 2000 - 2006
BearingPoint 2000 - 2006
Donaldson Lufkin & Jenrette 1997 - 2000
Skills
Enterprise Risk..., Sarbanes-Oxley Act, Management Consulting, Business Process..., Internal Controls, Financial Reporting, Financial Modeling, Financial Analysis, Business Transformation, Risk Management, Governance, Mergers & Acquisitions, Capital Markets, Business Intelligence, Corporate Finance
Education
Hofstra University 1993 — 1998
MBA, Finance
Baruch College, City University of New York (CUNY) 1987 — 1992
BBA, Accounting
Night School
Audrey Foster's Donaldson, Lufkin & Jenrette Experience 1981 - 1985
Job at Federal Reserve Bank of New York
Industry Consumer Goods
Experience
Federal Reserve Bank of New York June 2009 - Present
Altria Corporate Services, Inc. November 1991 - March 2008
Altria 2000 - 2008
Arthur Andersen & Co. August 1986 - November 1991
Donaldson Lufkin & Jenrette 1981 - 1985
Skills
Sarbanes-Oxley Act, Internal Audit, Treasury, Financial Reporting, Auditing, Risk Assessment, Mergers, SEC filings, Cross-functional Team..., FCPA, Finance, Internal Controls, Strategy, CPA, Management, US GAAP, Sarbanes-Oxley, Mergers & Acquisitions, Financial Statements, Enterprise Risk...
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
BBA, Accounting
Federal Reserve Bank of New York June 2009 - Present
Altria Corporate Services, Inc. November 1991 - March 2008
Altria 2000 - 2008
Arthur Andersen & Co. August 1986 - November 1991
Donaldson Lufkin & Jenrette 1981 - 1985
Skills
Sarbanes-Oxley Act, Internal Audit, Treasury, Financial Reporting, Auditing, Risk Assessment, Mergers, SEC filings, Cross-functional Team..., FCPA, Finance, Internal Controls, Strategy, CPA, Management, US GAAP, Sarbanes-Oxley, Mergers & Acquisitions, Financial Statements, Enterprise Risk...
Education
Baruch College, City University of New York (CUNY) 1982 — 1986
BBA, Accounting
Mel Tang's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Chief Financial Officer at SpareFoot
Industry Internet
Experience
SpareFoot January 2015 - Present
Demand Media August 2012 - December 2014
Demand Media 2006 - August 2012
UBS 2002 - 2006
Prime Ventures 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Mergers, Corporate Finance, Capital Raising, Investment Banking, Corporate Development, Venture Capital, Financial Modeling, Private Equity, Due Diligence, Valuation, M&A experience, IPO, Investor Relations, Financial Analysis, LBO, Investments, Start-ups, Leveraged Finance, Capital Markets, Equities, Securities, Mergers & Acquisitions, Finance, Strategy, Managerial Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1998
BSE, Finance, BSE Mechanical Engineering
Mt. Carmel High School 1989 — 1993
SpareFoot January 2015 - Present
Demand Media August 2012 - December 2014
Demand Media 2006 - August 2012
UBS 2002 - 2006
Prime Ventures 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Mergers, Corporate Finance, Capital Raising, Investment Banking, Corporate Development, Venture Capital, Financial Modeling, Private Equity, Due Diligence, Valuation, M&A experience, IPO, Investor Relations, Financial Analysis, LBO, Investments, Start-ups, Leveraged Finance, Capital Markets, Equities, Securities, Mergers & Acquisitions, Finance, Strategy, Managerial Finance
Education
University of Pennsylvania - The Wharton School 1993 — 1998
BSE, Finance, BSE Mechanical Engineering
Mt. Carmel High School 1989 — 1993
David Doft's Donaldson, Lufkin & Jenrette Experience 1994 - 1996
Job Chief Financial Officer at MDC Partners
Industry Marketing and Advertising
Experience
MDC Partners August 2007 - Present
Cobalt Capital July 2005 - July 2007
Level Global Investors 2003 - 2005
CIBC World Markets 2002 - 2003
ABN AMRO/ING Barings/Furman Selz 1996 - 2001
Donaldson, Lufkin & Jenrette 1994 - 1996
Furman Selz 1993 - 1994
Skills
Financial Modeling, Private Equity, Equity Research, Investments, Valuation, Mergers, Equities, Hedge Funds, Venture Capital, Corporate Finance, Financial Analysis, Investor Relations, Mergers & Acquisitions, Investment Banking, Finance, Financial Reporting
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics/Finance
MDC Partners August 2007 - Present
Cobalt Capital July 2005 - July 2007
Level Global Investors 2003 - 2005
CIBC World Markets 2002 - 2003
ABN AMRO/ING Barings/Furman Selz 1996 - 2001
Donaldson, Lufkin & Jenrette 1994 - 1996
Furman Selz 1993 - 1994
Skills
Financial Modeling, Private Equity, Equity Research, Investments, Valuation, Mergers, Equities, Hedge Funds, Venture Capital, Corporate Finance, Financial Analysis, Investor Relations, Mergers & Acquisitions, Investment Banking, Finance, Financial Reporting
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, Economics/Finance
Larry Klatzkin's Donaldson, Lufkin & Jenrette Experience 1993 - 1998
Job Managing Director at Rice, Voelker, LLC
Industry Investment Banking
Experience
Rice, Voelker, LLC February 2013 - Present
Klatzkin Advisors May 2009 - Present
Chapdelaine & Co. July 2009 - January 2011
Jefferies & Co. August 1998 - May 2009
Donaldson, Lufkin & Jenrette 1993 - 1998
prudential securities 1992 - 1993
shearson lehman brothers 1990 - 1991
Salomon Brothers 1985 - 1990
Morgan Stanley Smith Barney 1982 - 1984
Skills
Equities, High Yield, Capital Markets, Hedge Funds, Fixed Income, Mergers, Investment Banking, Bonds, Mergers & Acquisitions, Private Equity, Leveraged Finance, Equity Research, LBO, Valuation, Emerging Markets, Bloomberg, Series 7, Trading, Securities, Alternative Investments, Asset Management, Series 63, Investments, Private Placements, Investor Relations, Portfolio Management, Options, Equity Trading, Derivatives, Financial Markets, Electronic Trading, Trading Systems, ETFs, FINRA, Series 24, Investment Management, Venture Capital, Hedging, Financial Structuring, Credit Derivatives, Corporate Development, Structured Finance, Financial Modeling, Investment Strategies, Structured Products, IPO, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
University of Pennsylvania 1976 — 1979
Bachelor of Arts (BA), Biology and Economics
Rice, Voelker, LLC February 2013 - Present
Klatzkin Advisors May 2009 - Present
Chapdelaine & Co. July 2009 - January 2011
Jefferies & Co. August 1998 - May 2009
Donaldson, Lufkin & Jenrette 1993 - 1998
prudential securities 1992 - 1993
shearson lehman brothers 1990 - 1991
Salomon Brothers 1985 - 1990
Morgan Stanley Smith Barney 1982 - 1984
Skills
Equities, High Yield, Capital Markets, Hedge Funds, Fixed Income, Mergers, Investment Banking, Bonds, Mergers & Acquisitions, Private Equity, Leveraged Finance, Equity Research, LBO, Valuation, Emerging Markets, Bloomberg, Series 7, Trading, Securities, Alternative Investments, Asset Management, Series 63, Investments, Private Placements, Investor Relations, Portfolio Management, Options, Equity Trading, Derivatives, Financial Markets, Electronic Trading, Trading Systems, ETFs, FINRA, Series 24, Investment Management, Venture Capital, Hedging, Financial Structuring, Credit Derivatives, Corporate Development, Structured Finance, Financial Modeling, Investment Strategies, Structured Products, IPO, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
University of Pennsylvania 1976 — 1979
Bachelor of Arts (BA), Biology and Economics
Jaime DuPont's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job New Development Sales with The Mark Company
Industry Real Estate
Experience
Sotheby's International Realty January 2003 - May 2014
CSFB January 1999 - December 2002
Donaldson, Lufkin & Jenrette 1999 - 2001
Skills
Real Estate
Education
University of California, Berkeley 1994 — 1998
Sotheby's International Realty January 2003 - May 2014
CSFB January 1999 - December 2002
Donaldson, Lufkin & Jenrette 1999 - 2001
Skills
Real Estate
Education
University of California, Berkeley 1994 — 1998
Catherine Frey's Donaldson, Lufkin & Jenrette Experience March 1990 - March 1993
Job Partner, Head of Credit Investment Solutions
Industry Investment Management
Experience
MatlinPatterson April 2013 - Present
Frey Capital Advisors, LLC 2005 - December 2012
Morgan Stanley 2003 - 2005
Bear Stearns 1993 - 2001
Donaldson, Lufkin & Jenrette March 1990 - March 1993
Drexel Burnham Lambert June 1989 - February 1990
Skills
Hedge Funds, Alternative Investments, High Yield, Capital Markets, Special Situations, Investment Banking, Private Equity, Investor Relations
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Finance and international business
Bishop Ludden high school 1981 — 1985
MatlinPatterson April 2013 - Present
Frey Capital Advisors, LLC 2005 - December 2012
Morgan Stanley 2003 - 2005
Bear Stearns 1993 - 2001
Donaldson, Lufkin & Jenrette March 1990 - March 1993
Drexel Burnham Lambert June 1989 - February 1990
Skills
Hedge Funds, Alternative Investments, High Yield, Capital Markets, Special Situations, Investment Banking, Private Equity, Investor Relations
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Finance and international business
Bishop Ludden high school 1981 — 1985
Christian Cram's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Private Banking at Credit Suisse, AG
Industry Banking
Experience
Credit Suisse 1999 - Present
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Investments, Portfolio Management, Asset Managment, Investment Banking, Wealth Management, Alternative Investments, Asset Allocation, Venture Capital, Investment Management, Private Banking, Securities, Finance
Education
University of Georgia - Terry College of Business 2003 — 2005
Masters in Business Administration, Finance
University of Alabama - Culverhouse College of Business 1988 — 1993
B.A., International Finance & Economics
The International School of Kenya 1986 — 1988
The Putney School 1985 — 1986
Credit Suisse 1999 - Present
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Investments, Portfolio Management, Asset Managment, Investment Banking, Wealth Management, Alternative Investments, Asset Allocation, Venture Capital, Investment Management, Private Banking, Securities, Finance
Education
University of Georgia - Terry College of Business 2003 — 2005
Masters in Business Administration, Finance
University of Alabama - Culverhouse College of Business 1988 — 1993
B.A., International Finance & Economics
The International School of Kenya 1986 — 1988
The Putney School 1985 — 1986
Katie O'Neill Pettit's Donaldson, Lufkin & Jenrette Experience 2000 - 2001
Job Vice President at Credit Suisse
Industry Financial Services
Experience
Credit Suisse April 2000 - April 2008
Credit Suisse April 2000 - March 2008
Donaldson, Lufkin & Jenrette 2000 - 2001
Education
University of Pennsylvania
Credit Suisse April 2000 - April 2008
Credit Suisse April 2000 - March 2008
Donaldson, Lufkin & Jenrette 2000 - 2001
Education
University of Pennsylvania
Tom Glover's Donaldson, Lufkin & Jenrette Experience 1981 - 1985
Job Managing Director at BMO Capital Markets
Industry Investment Banking
Experience
BMO Capital Markets March 2002 - Present
Merrill Lynch 1998 - 2001
Deutsche Bank Securities 1997 - 1998
Goldman Sachs 1987 - 1997
Donaldson, Lufkin & Jenrette 1981 - 1985
Skills
High Yield, Capital Markets, Private Placements, LBO, Debt, Private Equity, Mezzanine, Leveraged Finance, Equities, Valuation, Fixed Income, Financial Structuring, Corporate Finance, Venture Capital, Corporate Development, IPO, Divestitures
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (MBA)
University of Virginia 1977 — 1981
BA, Economics with Honors
BMO Capital Markets March 2002 - Present
Merrill Lynch 1998 - 2001
Deutsche Bank Securities 1997 - 1998
Goldman Sachs 1987 - 1997
Donaldson, Lufkin & Jenrette 1981 - 1985
Skills
High Yield, Capital Markets, Private Placements, LBO, Debt, Private Equity, Mezzanine, Leveraged Finance, Equities, Valuation, Fixed Income, Financial Structuring, Corporate Finance, Venture Capital, Corporate Development, IPO, Divestitures
Education
University of Pennsylvania - The Wharton School 1985 — 1987
Master of Business Administration (MBA)
University of Virginia 1977 — 1981
BA, Economics with Honors
Samir Shah's Donaldson, Lufkin & Jenrette Experience July 1995 - April 1997
Job Director of Research and Senior Analyst at Cardo Capital Management
Industry Financial Services
Experience
Lion's Path Capital December 2010 - November 2013
Bull Path Capital Management August 2002 - December 2008
Highline Capital Management April 1997 - February 2002
Donaldson, Lufkin & Jenrette July 1995 - April 1997
Skills
Valuation, Financial Modeling, Equities, Equity Research, Hedge Funds, Investments, Alternative Investments, Asset Managment, Portfolio Management, Bloomberg, Investment Management
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Finance and Management
Lion's Path Capital December 2010 - November 2013
Bull Path Capital Management August 2002 - December 2008
Highline Capital Management April 1997 - February 2002
Donaldson, Lufkin & Jenrette July 1995 - April 1997
Skills
Valuation, Financial Modeling, Equities, Equity Research, Hedge Funds, Investments, Alternative Investments, Asset Managment, Portfolio Management, Bloomberg, Investment Management
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Finance and Management
Bill Passer's Donaldson, Lufkin & Jenrette Experience 1998 - 2001
Job President, P3 Partners, Inc.
Industry Financial Services
Experience
P3 Partners, Inc. 2001 - Present
Genset Services, Inc. April 2014 - September 2014
Burke Brands LLC 2012 - 2014
Aldor Solutions Corporation January 2009 - December 2011
Layered Technologies, Inc. January 2005 - December 2008
Maya Cinemas 2004 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2001
Legg Mason Wood Walker August 1996 - December 1997
Chemical Bank Corporation 1992 - 1994
The Weitzman Group, Inc.N 1990 - 1992
Skills
Mergers, Restructuring, Investment Banking, Strategic Planning, Contract Negotiation, Business Strategy, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Budgeting, Fundraising, Finance, Negotiation, Mergers & Acquisitions, Budgets, Venture Capital, Equities, Start-ups, Entrepreneurship, Business Planning, Private Equity, Strategic Partnerships, Strategy, Investments, Management Consulting, Executive Management, Corporate Development, Corporate Finance, Competitive Analysis, M&A experience, Business Development, IPO, Acquisition Integration
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1986 — 1990
B.S. Economics, Finance & Entrepreneurship
Detroit Country Day School 1976 — 1986
High School Diploma
P3 Partners, Inc. 2001 - Present
Genset Services, Inc. April 2014 - September 2014
Burke Brands LLC 2012 - 2014
Aldor Solutions Corporation January 2009 - December 2011
Layered Technologies, Inc. January 2005 - December 2008
Maya Cinemas 2004 - 2005
Donaldson, Lufkin & Jenrette 1998 - 2001
Legg Mason Wood Walker August 1996 - December 1997
Chemical Bank Corporation 1992 - 1994
The Weitzman Group, Inc.N 1990 - 1992
Skills
Mergers, Restructuring, Investment Banking, Strategic Planning, Contract Negotiation, Business Strategy, Financial Modeling, Valuation, Due Diligence, Financial Analysis, Budgeting, Fundraising, Finance, Negotiation, Mergers & Acquisitions, Budgets, Venture Capital, Equities, Start-ups, Entrepreneurship, Business Planning, Private Equity, Strategic Partnerships, Strategy, Investments, Management Consulting, Executive Management, Corporate Development, Corporate Finance, Competitive Analysis, M&A experience, Business Development, IPO, Acquisition Integration
Education
University of Virginia - Darden Graduate School of Business Administration 1994 — 1996
Master of Business Administration (MBA)
University of Pennsylvania - The Wharton School 1986 — 1990
B.S. Economics, Finance & Entrepreneurship
Detroit Country Day School 1976 — 1986
High School Diploma
Andrew Winer's Donaldson, Lufkin & Jenrette Experience 1993 - 1998
Job Global Net Lease and Realty Finance Trust
Industry Real Estate
Experience
Realty Finance Trust January 2013 - Present
Global Net Lease May 2012 - Present
American Realty Capital January 2012 - Present
Credit Suisse 2000 - 2011
Donaldson, Lufkin & Jenrette 1993 - 1998
Arthur Andersen & Co. 1991 - 1993
Education
University of Michigan
Master’s Degree
Realty Finance Trust January 2013 - Present
Global Net Lease May 2012 - Present
American Realty Capital January 2012 - Present
Credit Suisse 2000 - 2011
Donaldson, Lufkin & Jenrette 1993 - 1998
Arthur Andersen & Co. 1991 - 1993
Education
University of Michigan
Master’s Degree
Maura Troy Coolican's Donaldson, Lufkin & Jenrette Experience September 1992 - January 2000
Job Executive Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Wealth Management May 2011 - Present
Credit Suisse January 2000 - May 2011
Donaldson, Lufkin & Jenrette September 1992 - January 2000
Skills
Fixed Income
Education
University of North Carolina at Chapel Hill
Morgan Stanley Wealth Management May 2011 - Present
Credit Suisse January 2000 - May 2011
Donaldson, Lufkin & Jenrette September 1992 - January 2000
Skills
Fixed Income
Education
University of North Carolina at Chapel Hill
Richard Shin's Donaldson, Lufkin & Jenrette Experience May 1999 - October 2000
Job Director, Portfolio Management at E*TRADE Financial
Industry Financial Services
Experience
E*TRADE Financial October 2005 - Present
UBS Investment Bank October 2003 - April 2005
Credit Suisse First Boston October 2000 - October 2003
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Organic 1998 - 1999
Skills
Derivatives, Valuation, Fixed Income, ABS, Investment Banking, Capital Markets, Structured Finance, Loan Origination, Due Diligence, Private Equity, Bonds, Financial Modeling, Finance, Investments, Financial Services, Financial Structuring, Series 7, Loans, Asset Management, Alternative Investments, Financial Markets, Structured Products, Credit, Mortgage Lending, Portfolio Management, Hedge Funds, Risk Management, Equities, Securities, Bloomberg, Banking, Trading, Credit Analysis, Financial Analysis
Education
University of Michigan 1994 — 1998
E*TRADE Financial October 2005 - Present
UBS Investment Bank October 2003 - April 2005
Credit Suisse First Boston October 2000 - October 2003
Donaldson, Lufkin & Jenrette May 1999 - October 2000
Organic 1998 - 1999
Skills
Derivatives, Valuation, Fixed Income, ABS, Investment Banking, Capital Markets, Structured Finance, Loan Origination, Due Diligence, Private Equity, Bonds, Financial Modeling, Finance, Investments, Financial Services, Financial Structuring, Series 7, Loans, Asset Management, Alternative Investments, Financial Markets, Structured Products, Credit, Mortgage Lending, Portfolio Management, Hedge Funds, Risk Management, Equities, Securities, Bloomberg, Banking, Trading, Credit Analysis, Financial Analysis
Education
University of Michigan 1994 — 1998
Benedict Rubino's Donaldson, Lufkin & Jenrette Experience 1990 - February 2000
Job Subject Matter Expert Lehigh Valley Health Network
Industry Information Services
Experience
Lehigh Valley Health Network March 2012 - Present
Bank of America / Merrill Lynch July 2000 - December 2011
Donaldson Lufkin & Jenrette 1990 - February 2000
Skills
Investment Banking, Capital Markets, Trading Systems, Fixed Income, Investments, Equity Research, Valuation, Financial Analysis, Securities, Derivatives, Equities, Strategic Planning, Financial Markets
Education
City University of New York 1974 — 1979
St. Francis Prep 1970 — 1974
St.Athanasius
Lehigh Valley Health Network March 2012 - Present
Bank of America / Merrill Lynch July 2000 - December 2011
Donaldson Lufkin & Jenrette 1990 - February 2000
Skills
Investment Banking, Capital Markets, Trading Systems, Fixed Income, Investments, Equity Research, Valuation, Financial Analysis, Securities, Derivatives, Equities, Strategic Planning, Financial Markets
Education
City University of New York 1974 — 1979
St. Francis Prep 1970 — 1974
St.Athanasius
Paul (Tim) Thompson's Donaldson, Lufkin & Jenrette Experience 1987 - 2002
Job Senior Managing Director at Global Leveraged Capital
Industry Financial Services
Experience
Global Leveraged Capital April 2012 - Present
The Darby Creek Company January 2005 - Present
FBR Capital Markets September 2009 - November 2011
Donaldson, Lufkin & Jenrette 1987 - 2002
Skills
Private Equity, Leveraged Finance, Equities, Restructuring, Investment Banking, Mergers, Corporate Finance, Corporate Development, Capital Markets, Mergers & Acquisitions, Alternative Investments, Valuation, Hedge Funds
Education
University of Pennsylvania 1967 — 1973
BSE, Marketing, Finance
University of Pennsylvania - The Wharton School 1968 — 1972
BSE, Finance
St. Mark's School 1964 — 1967
Global Leveraged Capital April 2012 - Present
The Darby Creek Company January 2005 - Present
FBR Capital Markets September 2009 - November 2011
Donaldson, Lufkin & Jenrette 1987 - 2002
Skills
Private Equity, Leveraged Finance, Equities, Restructuring, Investment Banking, Mergers, Corporate Finance, Corporate Development, Capital Markets, Mergers & Acquisitions, Alternative Investments, Valuation, Hedge Funds
Education
University of Pennsylvania 1967 — 1973
BSE, Marketing, Finance
University of Pennsylvania - The Wharton School 1968 — 1972
BSE, Finance
St. Mark's School 1964 — 1967
Wai Chui's Donaldson, Lufkin & Jenrette Experience June 1998 - April 2000
Job Business Analyst at Fortress Investment Group Liquid Markets
Industry Investment Banking
Experience
Fortress Investment Group May 2008 - Present
Robeco Investment Management May 2005 - April 2008
AIG April 2004 - May 2005
AIG Technologies December 2003 - April 2004
Andor Capital Management June 2003 - November 2003
Credit Suisse First Boston April 2000 - June 2003
Donaldson, Lufkin & Jenrette June 1998 - April 2000
Donaldson Lufkin Jenrette 1998 - 2000
Education
University at Buffalo 1993 — 1998
University at Buffalo
Fortress Investment Group May 2008 - Present
Robeco Investment Management May 2005 - April 2008
AIG April 2004 - May 2005
AIG Technologies December 2003 - April 2004
Andor Capital Management June 2003 - November 2003
Credit Suisse First Boston April 2000 - June 2003
Donaldson, Lufkin & Jenrette June 1998 - April 2000
Donaldson Lufkin Jenrette 1998 - 2000
Education
University at Buffalo 1993 — 1998
University at Buffalo
Richard M. Starcher's Donaldson, Lufkin & Jenrette Experience 1998 - 2002
Job Learning Manager, SVP with Merrill Lynch and Private Banking & Investment Group
Industry Financial Services
Experience
Merrill Lynch 2008 - Present
Columbia Management 2003 - 2007
Donaldson, Lufkin & Jenrette 1998 - 2002
Education
University of Maine 1995 — 1997
Master of Business Administration (MBA), Finance, General
Merrill Lynch 2008 - Present
Columbia Management 2003 - 2007
Donaldson, Lufkin & Jenrette 1998 - 2002
Education
University of Maine 1995 — 1997
Master of Business Administration (MBA), Finance, General
John Wightkin's Donaldson, Lufkin & Jenrette Experience 2000 - 2001
Job Director of Equity Research Applications at Charles Schwab
Industry Financial Services
Experience
Charles Schwab August 2008 - November 2014
Quantitative Services Group March 2007 - August 2008
Quantitative Services Group LLC June 2001 - 2008
QSG 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2001
Chicago Investment Analytics September 1998 - February 2000
Weiss, Peck & Greer August 1996 - August 1998
State Teachers Retirement System of Ohio May 1988 - July 1996
Skills
Equities, Trading, Portfolio Management, Equity Research, Derivatives, Investment Management, Bloomberg, Portfolio Optimization, Alternative Investments, Risk Management, Hedge Funds, Trading Systems, Asset Managment, Options, Investments, Asset Management, Financial Markets, Asset Allocation, Fixed Income, Securities, Electronic Trading, Equity Trading
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
Master of Business Administration (M.B.A.), Finance/Investments
University of Notre Dame 1979 — 1983
BS, Mechanical Engineering
Charles Schwab August 2008 - November 2014
Quantitative Services Group March 2007 - August 2008
Quantitative Services Group LLC June 2001 - 2008
QSG 2001 - 2007
Donaldson, Lufkin & Jenrette 2000 - 2001
Chicago Investment Analytics September 1998 - February 2000
Weiss, Peck & Greer August 1996 - August 1998
State Teachers Retirement System of Ohio May 1988 - July 1996
Skills
Equities, Trading, Portfolio Management, Equity Research, Derivatives, Investment Management, Bloomberg, Portfolio Optimization, Alternative Investments, Risk Management, Hedge Funds, Trading Systems, Asset Managment, Options, Investments, Asset Management, Financial Markets, Asset Allocation, Fixed Income, Securities, Electronic Trading, Equity Trading
Education
University of Michigan - Stephen M. Ross School of Business 1986 — 1988
Master of Business Administration (M.B.A.), Finance/Investments
University of Notre Dame 1979 — 1983
BS, Mechanical Engineering
Jane Yang's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job Managing Director at Woodville Hall Capital, LLC
Industry Financial Services
Experience
Woodville Hall Capital, LLC June 2011 - Present
Jane Yang Consulting, LLC February 2010 - Present
Wendys International 2003 - 2008
Limited Brands 2005 - 2005
Credit Suisse First Boston 2001 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2001
Banc of America Securities 1996 - 1999
Education
University of Michigan 1992 — 1996
BA with Honors
The Westminster Schools 1986 — 1992
Woodville Hall Capital, LLC June 2011 - Present
Jane Yang Consulting, LLC February 2010 - Present
Wendys International 2003 - 2008
Limited Brands 2005 - 2005
Credit Suisse First Boston 2001 - 2001
Donaldson, Lufkin & Jenrette 1999 - 2001
Banc of America Securities 1996 - 1999
Education
University of Michigan 1992 — 1996
BA with Honors
The Westminster Schools 1986 — 1992
Bill Norrett's Donaldson, Lufkin & Jenrette Experience 1988 - 1994
Job President, Cyrano Players, Inc.
Industry Entertainment
Experience
Cyrano Players, Inc. 2005 - Present
Sanwa Securities October 1994 - December 1995
Donaldson, Lufkin & Jenrette 1988 - 1994
Education
University of Notre Dame
BBA, Finance
Cyrano Players, Inc. 2005 - Present
Sanwa Securities October 1994 - December 1995
Donaldson, Lufkin & Jenrette 1988 - 1994
Education
University of Notre Dame
BBA, Finance
Eric Weinstein's Donaldson, Lufkin & Jenrette Experience January 1996 - August 2000
Job Co Founder at Mindprint Learning, LLC
Industry Investment Management
Experience
Mindprint Learning, LLC March 2013 - Present
Tigerlabs October 2012 - Present
Chancellor Capital Management, LLC May 2010 - Present
Weequahic Partners, LLC January 2005 - Present
Global Axcess May 2011 - September 2013
Ubiquitel 2005 - 2007
Credit Suisse First Boston August 2000 - September 2003
Donaldson, Lufkin & Jenrette January 1996 - August 2000
Salomon Brothers April 1993 - January 1996
Lehman Brothers June 1989 - April 1993
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Mindprint Learning, LLC March 2013 - Present
Tigerlabs October 2012 - Present
Chancellor Capital Management, LLC May 2010 - Present
Weequahic Partners, LLC January 2005 - Present
Global Axcess May 2011 - September 2013
Ubiquitel 2005 - 2007
Credit Suisse First Boston August 2000 - September 2003
Donaldson, Lufkin & Jenrette January 1996 - August 2000
Salomon Brothers April 1993 - January 1996
Lehman Brothers June 1989 - April 1993
Education
University of Pennsylvania - The Wharton School 1988 — 1992
Ronnet Roth Glezer's Donaldson, Lufkin & Jenrette Experience April 1999 - October 2000
Job Executive Director. Fixed Income Sales at Mizuho Securities USA Inc.
Industry Financial Services
Experience
Mizuho Securities USA Inc. February 2014 - Present
CRT Capital Group September 2011 - April 2013
Citadel Securities May 2011 - September 2011
BTIG August 2010 - May 2011
Finacorp Securities March 2009 - June 2010
Goldman Sachs April 2004 - November 2008
GMAC-RFC November 2002 - April 2004
Bloomberg March 2001 - November 2002
Donaldson, Lufkin & Jenrette April 1999 - October 2000
Morgan Stanley October 1996 - March 1999
Skills
Relationship Management, MBS, Investor Relations, Electronic Trading, Sales, Financial Services, Series 24, Corporate Finance, Institutional..., Mortgage Lending, Equities, Financial Institutions, Interest Rate..., Commercial Banking, Securitization, Options, Asset Management, Alternative Investments
Education
State University of New York at Albany
B.A.
Mizuho Securities USA Inc. February 2014 - Present
CRT Capital Group September 2011 - April 2013
Citadel Securities May 2011 - September 2011
BTIG August 2010 - May 2011
Finacorp Securities March 2009 - June 2010
Goldman Sachs April 2004 - November 2008
GMAC-RFC November 2002 - April 2004
Bloomberg March 2001 - November 2002
Donaldson, Lufkin & Jenrette April 1999 - October 2000
Morgan Stanley October 1996 - March 1999
Skills
Relationship Management, MBS, Investor Relations, Electronic Trading, Sales, Financial Services, Series 24, Corporate Finance, Institutional..., Mortgage Lending, Equities, Financial Institutions, Interest Rate..., Commercial Banking, Securitization, Options, Asset Management, Alternative Investments
Education
State University of New York at Albany
B.A.
Thomas Donatelli's Donaldson, Lufkin & Jenrette Experience June 1996 - June 2000
Job Signature Group Holdings, Inc.
Industry Financial Services
Experience
Signature Group Holdings, Inc. (SGGH.PK) January 2008 - Present
Clarinbridge Capital June 2005 - June 2006
SageCrest, LLC June 2001 - June 2004
Banc of America Securities June 2000 - June 2001
Donaldson, Lufkin & Jenrette June 1996 - June 2000
Wertheim Schroder & Co. June 1990 - June 1996
Skills
Hedge Funds, Mergers & Acquisitions, Equity Research, Mutual Funds, Special Situations, Credit, Management, Venture Capital, Private Equity, Due Diligence, Capital Markets, Asset Management, Valuation, Investment Banking, Executive Management
Education
University of Oxford 1984 — 1986
M.A., Philosophy
The University of Chicago 1979 — 1983
B.A., Political Science Major Chemistry Minor
Signature Group Holdings, Inc. (SGGH.PK) January 2008 - Present
Clarinbridge Capital June 2005 - June 2006
SageCrest, LLC June 2001 - June 2004
Banc of America Securities June 2000 - June 2001
Donaldson, Lufkin & Jenrette June 1996 - June 2000
Wertheim Schroder & Co. June 1990 - June 1996
Skills
Hedge Funds, Mergers & Acquisitions, Equity Research, Mutual Funds, Special Situations, Credit, Management, Venture Capital, Private Equity, Due Diligence, Capital Markets, Asset Management, Valuation, Investment Banking, Executive Management
Education
University of Oxford 1984 — 1986
M.A., Philosophy
The University of Chicago 1979 — 1983
B.A., Political Science Major Chemistry Minor
Joseph Vencil's Donaldson, Lufkin & Jenrette Experience November 1989 - November 2000
Job Prime Services & Derivatives
Industry Investment Banking
Experience
Albert Fried & Company February 2014 - Present
Global Hunter Securities June 2013 - October 2013
Caminus Capital Management, LLC August 2012 - May 2013
ICM Capital Markets Ltd. July 2011 - July 2012
Caminus Capital Management, LLC 2009 - October 2011
AlphaWorks LLC 2009 - 2010
H.C. Wainwright October 2006 - May 2007
IXIS Capital Markets January 2003 - September 2006
Credit Suisse December 2000 - December 2001
Donaldson Lufkin & Jenrette November 1989 - November 2000
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Private Equity, Investment Banking, Capital Markets, Derivatives, Equity Derivatives, Financial Modeling, Structured Products, Options, Portfolio Management, Trading, Investments, Equity Research
Education
The University of Chicago 1987 — 1989
MBA, Finance
Claremont McKenna College 1981 — 1985
BA, Mathematics
Albert Fried & Company February 2014 - Present
Global Hunter Securities June 2013 - October 2013
Caminus Capital Management, LLC August 2012 - May 2013
ICM Capital Markets Ltd. July 2011 - July 2012
Caminus Capital Management, LLC 2009 - October 2011
AlphaWorks LLC 2009 - 2010
H.C. Wainwright October 2006 - May 2007
IXIS Capital Markets January 2003 - September 2006
Credit Suisse December 2000 - December 2001
Donaldson Lufkin & Jenrette November 1989 - November 2000
Skills
Hedge Funds, Equities, Alternative Investments, Fixed Income, Private Equity, Investment Banking, Capital Markets, Derivatives, Equity Derivatives, Financial Modeling, Structured Products, Options, Portfolio Management, Trading, Investments, Equity Research
Education
The University of Chicago 1987 — 1989
MBA, Finance
Claremont McKenna College 1981 — 1985
BA, Mathematics
Steve Bloom's Donaldson, Lufkin & Jenrette Experience 1995 - 2001
Job Moelis & Company
Industry Investment Banking
Experience
Moelis & Company June 2008 - Present
Donaldson, Lufkin & Jenrette 1995 - 2001
Skills
LBO, Private Equity, Investment Banking, Capital Markets, Corporate Development, Corporate Finance, Financial Modeling, M, Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Hedge Funds, Investments, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics
Moelis & Company June 2008 - Present
Donaldson, Lufkin & Jenrette 1995 - 2001
Skills
LBO, Private Equity, Investment Banking, Capital Markets, Corporate Development, Corporate Finance, Financial Modeling, M, Valuation, Mergers & Acquisitions, Due Diligence, Financial Analysis, Hedge Funds, Investments, Leveraged Finance
Education
University of Pennsylvania - The Wharton School 1991 — 1995
BS, Economics
Steve Schallop's Donaldson, Lufkin & Jenrette Experience 1990 - 1997
Job MD at Resource America
Industry Financial Services
Experience
Resource America October 2013 - Present
Analytic August 2010 - July 2013
Palladium Analytics February 2008 - August 2010
C-BASS April 2006 - November 2007
RBS Greenwich Capital August 1997 - April 2006
Lehman Brothers 1997 - 1997
Donaldson, Lufkin & Jenrette 1990 - 1997
Skills
Fixed Income, Risk Management, Residential Mortgages, Credit Risk, Market Risk, Interest Rate..., CDS, MBS, ABS, Commercial Mortgages, Structured Products, Bonds, Capital Markets, FX, Financial Modeling, Portfolio Management, Derivatives, Technology Development, Electronic Trading, Quantitative Modeling, Quantitative Analytics, Fixed Income Analysis, Fixed Income Technology, Fixed Income Portfolio..., Enterprise Risk..., cdo, CLO, Web Analytics, JavaScript, Web Development, Credit Derivatives, C#, C++, Python, Java, CoffeeScript, CMBS
Education
University at Albany, SUNY
Bachelor’s Degree, Computer Science / Applied Mathematics
Resource America October 2013 - Present
Analytic August 2010 - July 2013
Palladium Analytics February 2008 - August 2010
C-BASS April 2006 - November 2007
RBS Greenwich Capital August 1997 - April 2006
Lehman Brothers 1997 - 1997
Donaldson, Lufkin & Jenrette 1990 - 1997
Skills
Fixed Income, Risk Management, Residential Mortgages, Credit Risk, Market Risk, Interest Rate..., CDS, MBS, ABS, Commercial Mortgages, Structured Products, Bonds, Capital Markets, FX, Financial Modeling, Portfolio Management, Derivatives, Technology Development, Electronic Trading, Quantitative Modeling, Quantitative Analytics, Fixed Income Analysis, Fixed Income Technology, Fixed Income Portfolio..., Enterprise Risk..., cdo, CLO, Web Analytics, JavaScript, Web Development, Credit Derivatives, C#, C++, Python, Java, CoffeeScript, CMBS
Education
University at Albany, SUNY
Bachelor’s Degree, Computer Science / Applied Mathematics
Greg Devitt's Donaldson, Lufkin & Jenrette Experience August 1995 - July 2001
Job Lead Presentation Specialist at Williams Lea
Industry Financial Services
Experience
Williams Lea February 2006 - Present
Primus Pacific Partners June 2005 - January 2006
Guggenheim Partners May 2004 - June 2005
Bowne Business Solutions August 2001 - June 2004
Donaldson, Lufkin & Jenrette August 1995 - July 2001
Skills
PowerPoint, Excel, Word, Visual Basic, MapInfo Professional, Factset, Capital IQ, Thomson One, Bloomberg
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Williams Lea February 2006 - Present
Primus Pacific Partners June 2005 - January 2006
Guggenheim Partners May 2004 - June 2005
Bowne Business Solutions August 2001 - June 2004
Donaldson, Lufkin & Jenrette August 1995 - July 2001
Skills
PowerPoint, Excel, Word, Visual Basic, MapInfo Professional, Factset, Capital IQ, Thomson One, Bloomberg
Education
University of Illinois at Urbana-Champaign 1981 — 1985
Corey Bleil's Donaldson, Lufkin & Jenrette Experience 1998 - 2001
Job Managing Director at Alvarez & Marsal
Industry Financial Services
Experience
Alvarez & Marsal April 2015 - Present
RBS Citizens N.A. July 2012 - March 2015
Bank of America Merrill Lynch June 2011 - December 2011
Independent Consultant March 2009 - June 2011
Jefferies & Company March 2005 - December 2008
McFarland Dewey & Co. 2002 - 2005
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2001
Midlantic National Bank 1992 - 1994
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Corporate Finance, Private Placements, Leveraged Finance, Mergers, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Cathedral Prep 1983 — 1987
Alvarez & Marsal April 2015 - Present
RBS Citizens N.A. July 2012 - March 2015
Bank of America Merrill Lynch June 2011 - December 2011
Independent Consultant March 2009 - June 2011
Jefferies & Company March 2005 - December 2008
McFarland Dewey & Co. 2002 - 2005
Credit Suisse First Boston 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2001
Midlantic National Bank 1992 - 1994
Skills
Investment Banking, LBO, Valuation, Financial Modeling, Corporate Finance, Private Placements, Leveraged Finance, Mergers, Mergers & Acquisitions
Education
New York University - Leonard N. Stern School of Business 1996 — 1998
MBA, Finance
University of Pennsylvania 1987 — 1991
BA, Economics
Cathedral Prep 1983 — 1987
James M. Higgins, CFA's Donaldson, Lufkin & Jenrette Experience 1994 - 2000
Job Real estate investment and sales
Industry Real Estate
Experience
Addison Wolfe Real Estate August 2013 - Present
Ionosphere Capital LLC February 2012 - May 2013
Ticonderoga Securities LLC June 2011 - January 2012
Solebury Research LLC in association with Soleil Securities June 2010 - June 2011
Seabury Group July 2008 - April 2010
Solebury Research/Soleil Securities March 2007 - July 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1994 - 2000
Brown Brothers Harriman 1992 - 1994
Bank of New York Mellon 1988 - 1992
Skills
Valuation, Equities, Financial Modeling, Investments, Equity Research, Financial Analysis, Series 7, Bloomberg, Series 63, Securities, Finance, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, FINRA, Asset Management, Restructuring, Risk Management, Financial Risk, Emerging Markets, Due Diligence, Trading, Investment Management, Financial Markets, Investment Strategies, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1986 — 1987
MBA, Finance
University of Pennsylvania 1976 — 1978
M.Arch., Architecture
University of Pennsylvania 1972 — 1976
BA, Architecture
Addison Wolfe Real Estate August 2013 - Present
Ionosphere Capital LLC February 2012 - May 2013
Ticonderoga Securities LLC June 2011 - January 2012
Solebury Research LLC in association with Soleil Securities June 2010 - June 2011
Seabury Group July 2008 - April 2010
Solebury Research/Soleil Securities March 2007 - July 2008
Credit Suisse First Boston 2000 - 2004
Donaldson, Lufkin & Jenrette 1994 - 2000
Brown Brothers Harriman 1992 - 1994
Bank of New York Mellon 1988 - 1992
Skills
Valuation, Equities, Financial Modeling, Investments, Equity Research, Financial Analysis, Series 7, Bloomberg, Series 63, Securities, Finance, Fixed Income, Alternative Investments, Hedge Funds, Private Equity, FINRA, Asset Management, Restructuring, Risk Management, Financial Risk, Emerging Markets, Due Diligence, Trading, Investment Management, Financial Markets, Investment Strategies, Asset Allocation
Education
University of Pennsylvania - The Wharton School 1986 — 1987
MBA, Finance
University of Pennsylvania 1976 — 1978
M.Arch., Architecture
University of Pennsylvania 1972 — 1976
BA, Architecture
Jacklyn Celano's Donaldson, Lufkin & Jenrette Experience August 1993 - October 2000
Job Business Support Manager at Credit Suisse Securities LLC
Industry Banking
Experience
Credit Suisse Securities LLC January 2013 - Present
Credit Suisse Securities (USA) LLC July 2012 - Present
Credit Suisse August 1993 - Present
Donaldson, Lufkin & Jenrette August 1993 - October 2000
Midwest Clearing Corporation September 1978 - December 1979
Skills
Fixed Income, Equities, Securities, Series 7, FINRA, Options, Trading, Investment Banking, Structured Products, Back Office, Bonds, Equity Derivatives, Asset Managment, Office Management, Resourceful..., Financial Risk, Series 63, Banking, Due Diligence, Corporate Finance, Finance
Education
Dominican University 1983 — 1985
MBA, Finance
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Economics
Credit Suisse Securities LLC January 2013 - Present
Credit Suisse Securities (USA) LLC July 2012 - Present
Credit Suisse August 1993 - Present
Donaldson, Lufkin & Jenrette August 1993 - October 2000
Midwest Clearing Corporation September 1978 - December 1979
Skills
Fixed Income, Equities, Securities, Series 7, FINRA, Options, Trading, Investment Banking, Structured Products, Back Office, Bonds, Equity Derivatives, Asset Managment, Office Management, Resourceful..., Financial Risk, Series 63, Banking, Due Diligence, Corporate Finance, Finance
Education
Dominican University 1983 — 1985
MBA, Finance
University of Illinois at Urbana-Champaign 1974 — 1978
BA, Economics
Elliott Friedwald's Donaldson, Lufkin & Jenrette Experience 1997 - 2001
Job Independent Computer Software Professional
Industry Computer Software
Experience
Donaldson, Lufkin & Jenrette 1997 - 2001
Quotron Systems 1966 - 2000
Education
University of Miami 1959 — 1963
BSEE, Engineeering, Math
Donaldson, Lufkin & Jenrette 1997 - 2001
Quotron Systems 1966 - 2000
Education
University of Miami 1959 — 1963
BSEE, Engineeering, Math
Susan Spivak Bernstein's Donaldson, Lufkin & Jenrette Experience 1988 - 2000
Job Senior Vice President, Investor Relations at Argo Group International Holdings, Ltd.
Industry Financial Services
Experience
Argo Group International Holdings, Ltd. June 2013 - Present
Alterra Capital Holdings Ltd. February 2009 - May 2013
Wachovia Securities March 2002 - February 2009
ABN AMRO July 2000 - March 2002
Donaldson, Lufkin & Jenrette 1988 - 2000
Skills
Investor Relations, Project Finance, Property & Casualty..., Strategic Partnerships, Communication Training, New Business Development, Equities, Executive Management, Investments, Mergers & Acquisitions, Finance, Insurance, Financial Modeling, Capital Markets, Valuation, Hedge Funds
Education
University of Michigan 1984 — 1988
BS
Argo Group International Holdings, Ltd. June 2013 - Present
Alterra Capital Holdings Ltd. February 2009 - May 2013
Wachovia Securities March 2002 - February 2009
ABN AMRO July 2000 - March 2002
Donaldson, Lufkin & Jenrette 1988 - 2000
Skills
Investor Relations, Project Finance, Property & Casualty..., Strategic Partnerships, Communication Training, New Business Development, Equities, Executive Management, Investments, Mergers & Acquisitions, Finance, Insurance, Financial Modeling, Capital Markets, Valuation, Hedge Funds
Education
University of Michigan 1984 — 1988
BS
Greg Rosen's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Portfolio Manager at Citadel
Industry Investment Banking
Experience
Citadel LLC January 2015 - Present
TD Securities September 2008 - January 2015
Credit Suisse 2000 - 2008
Donaldson, Lufkin & Jenrette 2000 - 2000
Bear Stearns 1996 - 2000
Skills
Credit Derivatives, Credit Trading, High Yield, Leveraged Finance, Fixed Income
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Citadel LLC January 2015 - Present
TD Securities September 2008 - January 2015
Credit Suisse 2000 - 2008
Donaldson, Lufkin & Jenrette 2000 - 2000
Bear Stearns 1996 - 2000
Skills
Credit Derivatives, Credit Trading, High Yield, Leveraged Finance, Fixed Income
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School
Jim Engle's Donaldson, Lufkin & Jenrette Experience 1983 - 2000
Job Managing Director at John W. Bristol & Co., Inc.
Industry Financial Services
Experience
John W. Bristol & Co., Inc. March 2000 - Present
Donaldson, Lufkin & Jenrette 1983 - 2000
Skills
Hedge Funds, Private Equity, Asset Management, Capital Markets, Alternative Investments, Valuation, Equities, Fixed Income, Investments, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (MBA), Finance, General
The University of Arizona 1977 — 1981
Bachelor of Arts (BA)
John W. Bristol & Co., Inc. March 2000 - Present
Donaldson, Lufkin & Jenrette 1983 - 2000
Skills
Hedge Funds, Private Equity, Asset Management, Capital Markets, Alternative Investments, Valuation, Equities, Fixed Income, Investments, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
Master of Business Administration (MBA), Finance, General
The University of Arizona 1977 — 1981
Bachelor of Arts (BA)
Geoffrey Cassell's Donaldson, Lufkin & Jenrette Experience 1996 - 2000
Job Financial Advisor Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch Wealth Management February 2014 - Present
Wedbush Securities March 2013 - July 2013
Canaccord Genuity Inc. April 2012 - August 2012
Collins Stewart LLC October 2011 - April 2012
Bank of America Merrill Lynch February 2009 - September 2011
Banc of America Securities March 2003 - February 2009
Salomon Smith Barney 2000 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Healthcare, Telecommunications, Semiconductors, Hardware, Biotechnology, Series 7, Series 55, Series 63, FINRA, Equities, Trading, Securities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Series 24, Equity Research, Equity Trading, Investments
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Political Science
Merrill Lynch Wealth Management February 2014 - Present
Wedbush Securities March 2013 - July 2013
Canaccord Genuity Inc. April 2012 - August 2012
Collins Stewart LLC October 2011 - April 2012
Bank of America Merrill Lynch February 2009 - September 2011
Banc of America Securities March 2003 - February 2009
Salomon Smith Barney 2000 - 2003
Donaldson, Lufkin & Jenrette 1996 - 2000
Skills
Healthcare, Telecommunications, Semiconductors, Hardware, Biotechnology, Series 7, Series 55, Series 63, FINRA, Equities, Trading, Securities, Fixed Income, Hedge Funds, Alternative Investments, Bloomberg, Capital Markets, Series 24, Equity Research, Equity Trading, Investments
Education
University of North Carolina at Chapel Hill 1981 — 1985
BS, Political Science
Edward Comeau, CFA's Donaldson, Lufkin & Jenrette Experience 1995 - 2000
Job First New York Securities
Industry Financial Services
Experience
First New York Securities April 2005 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Lehman Brothers 1991 - 1995
Oppenheimer & Co. 1988 - 1991
Wood Gundy 1986 - 1988
Laidlaw Adams & Peck 1984 - 1986
Education
University of Massachusetts Boston 1977 — 1981
BS Finance & Accounting
First New York Securities April 2005 - Present
Credit Suisse 2000 - 2002
Donaldson, Lufkin & Jenrette 1995 - 2000
Lehman Brothers 1991 - 1995
Oppenheimer & Co. 1988 - 1991
Wood Gundy 1986 - 1988
Laidlaw Adams & Peck 1984 - 1986
Education
University of Massachusetts Boston 1977 — 1981
BS Finance & Accounting
David Dwyer's Donaldson, Lufkin & Jenrette Experience 1988 - 1992
Job Director of Global Research, Bloomberg Intelligence
Industry Investment Management
Experience
Bloomberg June 2009 - Present
Impala Asset Management March 2008 - June 2009
Three Chopt Capital Management LLC February 2006 - January 2008
JP Morgan Chase December 2001 - February 2006
Citigroup January 2000 - December 2001
Salomon Smith Barney 1994 - 1999
Kidder Peabody June 1992 - December 1994
Donaldson, Lufkin & Jenrette 1988 - 1992
Skills
Equity Research, Equities, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Valuation, Financial Modeling, Investments, Asset Management, Investment Banking, Portfolio Management, Financial Markets, Derivatives, Alternative Investments, Private Equity, Financial Analysis, Corporate Finance, Series 7, Trading
Education
University of Pennsylvania - The Wharton School 1984 — 1988
Bloomberg June 2009 - Present
Impala Asset Management March 2008 - June 2009
Three Chopt Capital Management LLC February 2006 - January 2008
JP Morgan Chase December 2001 - February 2006
Citigroup January 2000 - December 2001
Salomon Smith Barney 1994 - 1999
Kidder Peabody June 1992 - December 1994
Donaldson, Lufkin & Jenrette 1988 - 1992
Skills
Equity Research, Equities, Bloomberg, Hedge Funds, Capital Markets, Fixed Income, Valuation, Financial Modeling, Investments, Asset Management, Investment Banking, Portfolio Management, Financial Markets, Derivatives, Alternative Investments, Private Equity, Financial Analysis, Corporate Finance, Series 7, Trading
Education
University of Pennsylvania - The Wharton School 1984 — 1988
Sunny Sokol's Donaldson, Lufkin & Jenrette Experience January 1997 - June 1998
Job New job
Industry Education Management
Experience
Springdale Public Schools August 2014 - Present
Rogers Public Schools August 2007 - August 2014
Japan Exchange and Teaching Program(me) (JET) August 2004 - July 2006
Miami-Dade County Public Schools 2001 - 2004
UBS 1999 - 2000
Donaldson, Lufkin & Jenrette January 1997 - June 1998
Skills
Curriculum Development, Curriculum Design, Adult Education, Public Speaking, Teaching, Higher Education, Instructional Design, Staff Development, Coaching, Training, Strategic Planning, ESL, Classroom, Volunteer Management, Editing, Teacher Training, Classroom Management, Tutoring, Educational Leadership
Education
University of Miami 2002 — 2003
Specialist, Ed.S., Education
University of Miami 2000 — 2002
Master of Science (M.S.), Education
University of Arkansas at Fayetteville 1987 — 1994
Bachelor of Arts (B.A.), Journalism
Springdale Public Schools August 2014 - Present
Rogers Public Schools August 2007 - August 2014
Japan Exchange and Teaching Program(me) (JET) August 2004 - July 2006
Miami-Dade County Public Schools 2001 - 2004
UBS 1999 - 2000
Donaldson, Lufkin & Jenrette January 1997 - June 1998
Skills
Curriculum Development, Curriculum Design, Adult Education, Public Speaking, Teaching, Higher Education, Instructional Design, Staff Development, Coaching, Training, Strategic Planning, ESL, Classroom, Volunteer Management, Editing, Teacher Training, Classroom Management, Tutoring, Educational Leadership
Education
University of Miami 2002 — 2003
Specialist, Ed.S., Education
University of Miami 2000 — 2002
Master of Science (M.S.), Education
University of Arkansas at Fayetteville 1987 — 1994
Bachelor of Arts (B.A.), Journalism
Scott Verch's Donaldson, Lufkin & Jenrette Experience August 1992 - April 1995
Job Managing Director at United States Financial Institution
Industry Capital Markets
Experience
U.S. Financial Institution October 2010 - Present
Stone & Youngberg December 2009 - October 2010
Bank of America August 2007 - June 2009
Morgan Stanley April 2004 - August 2007
JPMorgan Chase August 1995 - March 2004
Donaldson, Lufkin & Jenrette August 1992 - April 1995
Education
University at Albany, SUNY 1987 — 1991
U.S. Financial Institution October 2010 - Present
Stone & Youngberg December 2009 - October 2010
Bank of America August 2007 - June 2009
Morgan Stanley April 2004 - August 2007
JPMorgan Chase August 1995 - March 2004
Donaldson, Lufkin & Jenrette August 1992 - April 1995
Education
University at Albany, SUNY 1987 — 1991
Chris Ronan, CFA's Donaldson, Lufkin & Jenrette Experience February 1994 - August 1996
Job
Industry Investment Management
Experience
Endurant Capital Management LP August 2013 - Present
Arbor Capital Management LLC 2011 - July 2013
Pleasant Ridge Capital LLC January 2010 - February 2011
Alesco Global Advisors LLC August 2005 - December 2008
Seasons Capital Management LLC August 2003 - July 2005
Arbor Capital Management LLC January 2000 - July 2003
Levensohn Capital Managment LLC September 1996 - December 1999
Donaldson, Lufkin & Jenrette February 1994 - August 1996
Education
University of California, Davis 1988 — 1993
BS, Managerial Economics
CFA Institute
Endurant Capital Management LP August 2013 - Present
Arbor Capital Management LLC 2011 - July 2013
Pleasant Ridge Capital LLC January 2010 - February 2011
Alesco Global Advisors LLC August 2005 - December 2008
Seasons Capital Management LLC August 2003 - July 2005
Arbor Capital Management LLC January 2000 - July 2003
Levensohn Capital Managment LLC September 1996 - December 1999
Donaldson, Lufkin & Jenrette February 1994 - August 1996
Education
University of California, Davis 1988 — 1993
BS, Managerial Economics
CFA Institute
Brad Brooks's Donaldson, Lufkin & Jenrette Experience September 1998 - January 2000
Job Founder, CEO at TigerText
Industry Telecommunications
Experience
TigerText 2010 - Present
Whisper January 2012 - Present
Imperial Capital September 2006 - June 2010
DIC Entertainment January 2000 - July 2006
Donaldson, Lufkin & Jenrette September 1998 - January 2000
Education
The University of Chicago 1996 — 1998
MBA, Finance/Accounting
University of California, Berkeley 1988 — 1992
BA, History
TigerText 2010 - Present
Whisper January 2012 - Present
Imperial Capital September 2006 - June 2010
DIC Entertainment January 2000 - July 2006
Donaldson, Lufkin & Jenrette September 1998 - January 2000
Education
The University of Chicago 1996 — 1998
MBA, Finance/Accounting
University of California, Berkeley 1988 — 1992
BA, History
Lyndsey Zeller Martin, CPA's Donaldson, Lufkin & Jenrette Experience January 2001 - December 2001
Job Controller at RentAWheel / RentATire
Industry Automotive
Experience
Rent-A-Wheel/ Rent-A-Tire December 2014 - Present
National Planning Holdings, Inc. (Subsidiary of Jackson National Life) December 2013 - December 2014
National Planning Holdings (subsidiary of Jackson National Life) January 2012 - December 2013
National Planning Holdings, Inc. (Subsidiary of Jackson National Life) January 2009 - December 2011
Donaldson, Lufkin & Jenrette January 2001 - December 2001
Credit Suisse January 2001 - December 2001
Skills
Financial Analysis, Financial Reporting, Accounting, Microsoft Excel, Account Reconciliation, Finance, Risk Management, Microsoft Word, Notary Public, Series 7, Loans, Accounts Payable, Lawson General Ledger, Hyperion Enterprise, Business Objects, Broker-Dealer, Consolidation, Expense Allocation, Intercompany..., FINRA, Accruals, Amortization Schedules, Staff Development, Management, Ad Hoc Reporting, Underwriting, Fixed Asset Depreciation, Payroll Accounting, Defined Contribution..., Loans Receivable, Net Capital, FOCUS Reporting, Projections, US GAAP, PowerPoint, Financial Statements, Month End Close, Financial Modeling, General Ledger, Auditing, Sarbanes-Oxley Act, Financial Accounting, Mutual Funds, Due Diligence, Pivot Tables, SEC filings, SEC Filings
Education
University of San Diego 1996 — 2001
Bachelor of Business Administration (B.B.A.)
Los Altos High School 1992 — 1996
N/A
Notary Public
N/A
FINRA series 7 Registered Representative
N/A
Certified Public Accountant
N/A
FINRA Series 27 - Financial & Operational Principal
Rent-A-Wheel/ Rent-A-Tire December 2014 - Present
National Planning Holdings, Inc. (Subsidiary of Jackson National Life) December 2013 - December 2014
National Planning Holdings (subsidiary of Jackson National Life) January 2012 - December 2013
National Planning Holdings, Inc. (Subsidiary of Jackson National Life) January 2009 - December 2011
Donaldson, Lufkin & Jenrette January 2001 - December 2001
Credit Suisse January 2001 - December 2001
Skills
Financial Analysis, Financial Reporting, Accounting, Microsoft Excel, Account Reconciliation, Finance, Risk Management, Microsoft Word, Notary Public, Series 7, Loans, Accounts Payable, Lawson General Ledger, Hyperion Enterprise, Business Objects, Broker-Dealer, Consolidation, Expense Allocation, Intercompany..., FINRA, Accruals, Amortization Schedules, Staff Development, Management, Ad Hoc Reporting, Underwriting, Fixed Asset Depreciation, Payroll Accounting, Defined Contribution..., Loans Receivable, Net Capital, FOCUS Reporting, Projections, US GAAP, PowerPoint, Financial Statements, Month End Close, Financial Modeling, General Ledger, Auditing, Sarbanes-Oxley Act, Financial Accounting, Mutual Funds, Due Diligence, Pivot Tables, SEC filings, SEC Filings
Education
University of San Diego 1996 — 2001
Bachelor of Business Administration (B.B.A.)
Los Altos High School 1992 — 1996
N/A
Notary Public
N/A
FINRA series 7 Registered Representative
N/A
Certified Public Accountant
N/A
FINRA Series 27 - Financial & Operational Principal
Sim Skinner's Donaldson, Lufkin & Jenrette Experience August 1994 - February 1996
Job
Industry Building Materials
Experience
Milliken & Company VP of Corporate Development & StrategyMilliken & CompanyOctober 2006 - July 2011
Marakon August 2000 - August 2003
Donaldson, Lufkin & Jenrette August 1994 - February 1996
Education
University of North Carolina at Chapel Hill
BA
University of Pennsylvania - The Wharton School
MBA
Milliken & Company VP of Corporate Development & StrategyMilliken & CompanyOctober 2006 - July 2011
Marakon August 2000 - August 2003
Donaldson, Lufkin & Jenrette August 1994 - February 1996
Education
University of North Carolina at Chapel Hill
BA
University of Pennsylvania - The Wharton School
MBA
Jill Povol's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Senior Business Analyst (eCommerce, FX, Rates)
Industry Investment Banking
Experience
Credit Suisse 2000 - Present
Donaldson, Lufkin & Jenrette 1999 - 2000
Bank of New York Mellon 1996 - 1999
Education
University of Connecticut
BA, Economics
Credit Suisse 2000 - Present
Donaldson, Lufkin & Jenrette 1999 - 2000
Bank of New York Mellon 1996 - 1999
Education
University of Connecticut
BA, Economics
Christopher Park's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Director, Investment Banking Group at B. Riley & Co. Software & Technology
Industry Investment Banking
Experience
B. Riley & Co. May 2013 - Present
Montgomery & Co., LLC March 2005 - April 2013
PeopleSoft 2001 - 2003
CSC 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Venture Capital, Mergers, Portfolio Management, Financial Modeling, Financial Analysis, Investment Banking, Business Development, Valuation, Business Strategy, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Investments, Corporate Development, LBO, Start-ups
Education
University of California, Irvine
B.S., Biological Sciences
Sunny Hills
B. Riley & Co. May 2013 - Present
Montgomery & Co., LLC March 2005 - April 2013
PeopleSoft 2001 - 2003
CSC 2000 - 2001
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Venture Capital, Mergers, Portfolio Management, Financial Modeling, Financial Analysis, Investment Banking, Business Development, Valuation, Business Strategy, Private Equity, Mergers & Acquisitions, Corporate Finance, Due Diligence, Investments, Corporate Development, LBO, Start-ups
Education
University of California, Irvine
B.S., Biological Sciences
Sunny Hills
Michael Lean's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Head of Equity Research, Americas at CLSA
Industry Financial Services
Experience
CLSA December 2014 - Present
Nomura Securities 2011 - December 2014
Nomura Securities 2008 - 2011
Lehman Brothers 2000 - 2008
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Series 7, Investment Banking, Bloomberg, Series 63, Valuation, Financial Modeling, Investor Relations, Asset Managment
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (M.B.A.)
University of Pennsylvania 1994 — 1998
BA, International Relations, Economics
CLSA December 2014 - Present
Nomura Securities 2011 - December 2014
Nomura Securities 2008 - 2011
Lehman Brothers 2000 - 2008
Donaldson, Lufkin & Jenrette 1998 - 2000
Skills
Equity Research, Equities, Hedge Funds, Capital Markets, Series 7, Investment Banking, Bloomberg, Series 63, Valuation, Financial Modeling, Investor Relations, Asset Managment
Education
New York University - Leonard N. Stern School of Business 2006 — 2008
Master of Business Administration (M.B.A.)
University of Pennsylvania 1994 — 1998
BA, International Relations, Economics
Jeffrey Waldman's Donaldson, Lufkin & Jenrette Experience June 1994 - March 2000
Job Director at Albert Fried & Company
Industry Financial Services
Experience
Albert Fried & Company June 2015 - Present
TD May 2013 - June 2015
TD Securities February 2009 - April 2013
Deutsche Bank Securities March 2004 - January 2009
Clinton Group November 2003 - February 2004
Deutsche Asset Management May 2002 - November 2003
CIBC World Markets March 2000 - April 2002
Donaldson, Lufkin & Jenrette June 1994 - March 2000
Skills
Equities, Equity Derivatives, Prime Brokerage, Delta One, Arbitrage, Equity Swaps, Fixed Income, CFDs, P&L Analysis, CDS, Interest Rate Swaps, Hedge Funds, Credit Derivatives, Derivatives, Middle Office, Interest Rate..., Structured Products, Electronic Trading, Swaps, Options, Equity Trading, Bonds, Bloomberg, Securities
Education
University of Scranton 1990 — 1993
Bachelor of Science, Management
Albert Fried & Company June 2015 - Present
TD May 2013 - June 2015
TD Securities February 2009 - April 2013
Deutsche Bank Securities March 2004 - January 2009
Clinton Group November 2003 - February 2004
Deutsche Asset Management May 2002 - November 2003
CIBC World Markets March 2000 - April 2002
Donaldson, Lufkin & Jenrette June 1994 - March 2000
Skills
Equities, Equity Derivatives, Prime Brokerage, Delta One, Arbitrage, Equity Swaps, Fixed Income, CFDs, P&L Analysis, CDS, Interest Rate Swaps, Hedge Funds, Credit Derivatives, Derivatives, Middle Office, Interest Rate..., Structured Products, Electronic Trading, Swaps, Options, Equity Trading, Bonds, Bloomberg, Securities
Education
University of Scranton 1990 — 1993
Bachelor of Science, Management
Lawrence (Larry) Krohn's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Professor of Practice, International Economics at the Fletcher School at Tufts University
Industry Higher Education
Experience
The Fletcher School at Tufts University August 2008 - Present
Paul Pannkuk Associates 2009 - December 2010
Standard Bank Group July 2008 - June 2009
Standard New York Securities November 2006 - June 2008
ING October 2000 - January 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
UBS Securities LLC 1994 - 1998
UBS 1994 - 1998
Lehman Brothers Inc 1986 - 1994
Skills
Economics, Investments, Financial Markets, Capital Markets, Spanish, Macroeconomics, Latin America, Political Economy, Awesomeness, Emerging Markets, Strategy, International Economics, General Awesomeness
Education
Columbia University 1972 — 1978
Ph.D., Economics
University of Pennsylvania - The Wharton School 1964 — 1968
B.Sci., Economics
The Fletcher School at Tufts University August 2008 - Present
Paul Pannkuk Associates 2009 - December 2010
Standard Bank Group July 2008 - June 2009
Standard New York Securities November 2006 - June 2008
ING October 2000 - January 2003
Donaldson, Lufkin & Jenrette 1998 - 2000
UBS Securities LLC 1994 - 1998
UBS 1994 - 1998
Lehman Brothers Inc 1986 - 1994
Skills
Economics, Investments, Financial Markets, Capital Markets, Spanish, Macroeconomics, Latin America, Political Economy, Awesomeness, Emerging Markets, Strategy, International Economics, General Awesomeness
Education
Columbia University 1972 — 1978
Ph.D., Economics
University of Pennsylvania - The Wharton School 1964 — 1968
B.Sci., Economics
Marilyn Schaja's Donaldson, Lufkin & Jenrette Experience April 1983 - December 2000
Job Senior Financial Advisor at FCE Group
Industry Investment Management
Experience
FCE Group January 2012 - Present
Permal Asset Management October 2010 - January 2012
Ivy Asset Management April 2001 - September 2010
Donaldson Lufkin & Jenrette April 1983 - December 2000
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Series 7, Equities, Investments, Fixed Income, Investment Management, Portfolio Management, Private Equity, Due Diligence, Investor Relations, Asset Allocation, Mutual Funds, Asset Management, Bloomberg, Derivatives, Securities
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
Binghamton University 1979 — 1983
BS, Economics/Mathematics
FCE Group January 2012 - Present
Permal Asset Management October 2010 - January 2012
Ivy Asset Management April 2001 - September 2010
Donaldson Lufkin & Jenrette April 1983 - December 2000
Skills
Hedge Funds, Alternative Investments, Fund Of Funds, Asset Managment, Series 7, Equities, Investments, Fixed Income, Investment Management, Portfolio Management, Private Equity, Due Diligence, Investor Relations, Asset Allocation, Mutual Funds, Asset Management, Bloomberg, Derivatives, Securities
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
Binghamton University 1979 — 1983
BS, Economics/Mathematics
Jeanette Benedetto's Donaldson, Lufkin & Jenrette Experience 1990 - 1997
Job Project Manager at Pepper Hamilton LLP
Industry Real Estate
Experience
Pepper Hamilton LLP January 2015 - Present
Berkadia Commercial Mortgage LLC August 2011 - May 2014
Walker & Dunlop January 2009 - August 2011
Column Finanical Inc 1998 - 2009
Donaldson Lufkin & Jenrette 1990 - 1997
Skills
Investment Properties, Loans, Mortgage Lending, Real Estate Economics, Due Diligence
Education
St. John's University 1992 — 1996
MBA, International Finance
Belmont Abbey College 1986 — 1990
BA, Accounting
Pepper Hamilton LLP January 2015 - Present
Berkadia Commercial Mortgage LLC August 2011 - May 2014
Walker & Dunlop January 2009 - August 2011
Column Finanical Inc 1998 - 2009
Donaldson Lufkin & Jenrette 1990 - 1997
Skills
Investment Properties, Loans, Mortgage Lending, Real Estate Economics, Due Diligence
Education
St. John's University 1992 — 1996
MBA, International Finance
Belmont Abbey College 1986 — 1990
BA, Accounting
Arnold Cohn's Donaldson, Lufkin & Jenrette Experience September 1992 - August 1994
Job SVP Operations at HLSS SEZ LP
Industry Investment Banking
Experience
HLSS SEZ LP October 2014 - August 2015
UBS Investment Bank May 2000 - May 2014
First Financial Equities, Inc August 1999 - May 2000
Walsh Securities, Inc August 1994 - August 1999
Donaldson Lufkin & Jenrette September 1992 - August 1994
Carteret Savings Bank, FA June 1986 - September 1992
Skills
Due Diligence, Risk Management, Banking, Structured Finance, Valuation, Financial Analysis, Mortgage Lending, Credit, Asset Management, Capital Markets, Portfolio Management, Fixed Income, Credit Risk, Securitization, Financial Structuring, Investment Banking, Structured Products, Hedge Funds, Derivatives, Relationship Management, Equities, Bonds, Securities, Private Equity, Bloomberg
Education
Seton Hall University 1990 — 1994
MBA, Finance
Brown University 1982 — 1986
BA, Business Economics
HLSS SEZ LP October 2014 - August 2015
UBS Investment Bank May 2000 - May 2014
First Financial Equities, Inc August 1999 - May 2000
Walsh Securities, Inc August 1994 - August 1999
Donaldson Lufkin & Jenrette September 1992 - August 1994
Carteret Savings Bank, FA June 1986 - September 1992
Skills
Due Diligence, Risk Management, Banking, Structured Finance, Valuation, Financial Analysis, Mortgage Lending, Credit, Asset Management, Capital Markets, Portfolio Management, Fixed Income, Credit Risk, Securitization, Financial Structuring, Investment Banking, Structured Products, Hedge Funds, Derivatives, Relationship Management, Equities, Bonds, Securities, Private Equity, Bloomberg
Education
Seton Hall University 1990 — 1994
MBA, Finance
Brown University 1982 — 1986
BA, Business Economics
Michael Leraris's Donaldson, Lufkin & Jenrette Experience August 1994 - June 1997
Job Chief Financial Officer at LiveVox, Inc.
Industry Computer Software
Experience
LiveVox, Inc. July 2007 - Present
Penny Plate, Inc. April 2003 - July 2007
Kensico Capital Management January 2002 - March 2003
Crown Capital Group July 1997 - October 2001
Donaldson, Lufkin & Jenrette August 1994 - June 1997
Skills
SaaS, Start-ups, Hedge Funds, Analytics, Investments, Mergers, Joint Ventures, Forecasting, Private Equity
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Executive MBA Program
University of Pennsylvania - The Wharton School 1990 — 1994
Economics, Finance
LiveVox, Inc. July 2007 - Present
Penny Plate, Inc. April 2003 - July 2007
Kensico Capital Management January 2002 - March 2003
Crown Capital Group July 1997 - October 2001
Donaldson, Lufkin & Jenrette August 1994 - June 1997
Skills
SaaS, Start-ups, Hedge Funds, Analytics, Investments, Mergers, Joint Ventures, Forecasting, Private Equity
Education
University of Pennsylvania - The Wharton School 2005 — 2007
MBA, Executive MBA Program
University of Pennsylvania - The Wharton School 1990 — 1994
Economics, Finance
Timothy Lufkin's Donaldson, Lufkin & Jenrette Experience June 1991 - March 2001
Job Managing DIrector at American Capital
Industry Financial Services
Experience
American Capital November 2013 - Present
Morgan Joseph TriArtisan LLC April 2012 - October 2013
Cowen and Company May 2011 - February 2012
FBR CAPITAL MARKETS January 2007 - September 2010
Legacy Partners Group LLC (merged into FBR Capital Markets) March 2003 - February 2007
HIDDEN BROOK PARTNERS, LLC January 2001 - March 2003
Donaldson, Lufkin & Jenrette June 1991 - March 2001
Skills
Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Finance, Management, New Business Development, Sales, Investment Banking, Financial Advisory, Valuation, Capital Markets, Corporate Development, Corporate Finance, M&A experience, Financial Modeling, Due Diligence, Middle Market
Education
THE HOTCHKISS SCHOOL
University of Alabama
Bachelor of Science, Corporate Finance
American Capital November 2013 - Present
Morgan Joseph TriArtisan LLC April 2012 - October 2013
Cowen and Company May 2011 - February 2012
FBR CAPITAL MARKETS January 2007 - September 2010
Legacy Partners Group LLC (merged into FBR Capital Markets) March 2003 - February 2007
HIDDEN BROOK PARTNERS, LLC January 2001 - March 2003
Donaldson, Lufkin & Jenrette June 1991 - March 2001
Skills
Private Equity, Mergers & Acquisitions, Equities, Portfolio Management, Finance, Management, New Business Development, Sales, Investment Banking, Financial Advisory, Valuation, Capital Markets, Corporate Development, Corporate Finance, M&A experience, Financial Modeling, Due Diligence, Middle Market
Education
THE HOTCHKISS SCHOOL
University of Alabama
Bachelor of Science, Corporate Finance
Carole Looney-Papayannakos's Donaldson, Lufkin & Jenrette Experience May 1987 - March 2001
Job Accountant at Lizardos Engineering Associates, P.C.
Industry Financial Services
Experience
Lizardos Engineering Associates, P.C. August 2012 - Present
Abbey Lane Elementary School September 2011 - August 2012
East Broadway Elementary School September 2010 - June 2011
H.O.M.E. March 2001 - September 2010
Donaldson, Lufkin & Jenrette May 1987 - March 2001
Citicorp Investment Management Inc July 1985 - May 1987
Citibank NA July 1982 - June 1985
Skills
Accounting, Financial Analysis, Systems Analysis, Loan Origination, Credit Analysis, Special Education, Word, PowerPoint, Problem Solving, Microsoft Office, Budgeting, Credit, Customer Relations, Customer Service, Administration, Excel, Data Entry, Banking, Valuation, Equities, Accounts Receivable, Quickbooks, Data Analysis, Accounts Payable, Derivatives, Account Reconciliation, Microsoft Excel, QuickBooks, Microsoft Word, Finance, Cash Management, Budgets, Forecasting, Financial Modeling, Investment Banking, Securities, Hedge Funds
Education
St. John's University 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 1980 — 1982
Bachelor of Business Administration (B.B.A.), Accounting
Lizardos Engineering Associates, P.C. August 2012 - Present
Abbey Lane Elementary School September 2011 - August 2012
East Broadway Elementary School September 2010 - June 2011
H.O.M.E. March 2001 - September 2010
Donaldson, Lufkin & Jenrette May 1987 - March 2001
Citicorp Investment Management Inc July 1985 - May 1987
Citibank NA July 1982 - June 1985
Skills
Accounting, Financial Analysis, Systems Analysis, Loan Origination, Credit Analysis, Special Education, Word, PowerPoint, Problem Solving, Microsoft Office, Budgeting, Credit, Customer Relations, Customer Service, Administration, Excel, Data Entry, Banking, Valuation, Equities, Accounts Receivable, Quickbooks, Data Analysis, Accounts Payable, Derivatives, Account Reconciliation, Microsoft Excel, QuickBooks, Microsoft Word, Finance, Cash Management, Budgets, Forecasting, Financial Modeling, Investment Banking, Securities, Hedge Funds
Education
St. John's University 1987 — 1990
Master of Business Administration (M.B.A.), Finance, General
University of Massachusetts, Amherst 1980 — 1982
Bachelor of Business Administration (B.B.A.), Accounting
Dan Hern's Donaldson, Lufkin & Jenrette Experience May 1999 - November 2000
Job Salestrader at BTIG
Industry Financial Services
Experience
BTIG August 2007 - Present
Prudential Equity Group January 2001 - August 2007
Donaldson, Lufkin & Jenrette May 1999 - November 2000
Education
University of Massachusetts, Amherst 1986 — 1990
Finace
BTIG August 2007 - Present
Prudential Equity Group January 2001 - August 2007
Donaldson, Lufkin & Jenrette May 1999 - November 2000
Education
University of Massachusetts, Amherst 1986 — 1990
Finace
Gary Fluker's Donaldson, Lufkin & Jenrette Experience 2000 - 2000
Job Consultant at Bank America Merrill Lynch
Industry Financial Services
Experience
Bank America Merrill Lynch April 2012 - Present
MathInvestDecisions, Inc. March 2009 - March 2012
ARTIO GLOBAL April 2004 - March 2009
Julius Baer 2004 - 2009
CIBC World Markets November 2000 - August 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Skills
Bloomberg, Equities, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Private Equity, Securities, Investment Management, Asset Allocation, Investments, Mutual Funds, ETFs, Equity Research, Asset Managment, Trading
Education
University of Maryland College Park 1996 — 1999
Bachelor of Arts, Economics
University of Pittsburgh 1994 — 1996
Bank America Merrill Lynch April 2012 - Present
MathInvestDecisions, Inc. March 2009 - March 2012
ARTIO GLOBAL April 2004 - March 2009
Julius Baer 2004 - 2009
CIBC World Markets November 2000 - August 2003
Donaldson, Lufkin & Jenrette 2000 - 2000
Skills
Bloomberg, Equities, Portfolio Management, Asset Management, Hedge Funds, Fixed Income, Alternative Investments, Derivatives, Private Equity, Securities, Investment Management, Asset Allocation, Investments, Mutual Funds, ETFs, Equity Research, Asset Managment, Trading
Education
University of Maryland College Park 1996 — 1999
Bachelor of Arts, Economics
University of Pittsburgh 1994 — 1996
dalton shin's Donaldson, Lufkin & Jenrette Experience March 1997 - March 1998
Job Managing Director at PGP Capital
Industry Financial Services
Experience
PGP Capital June 2008 - Present
Bear Stearns November 1999 - March 2008
PGP Capital February 2003 - June 2005
Banc of America Securities April 1998 - November 1999
Donaldson, Lufkin & Jenrette March 1997 - March 1998
NatWest Markets May 1994 - March 1997
Oppenheimer & Co. Inc. October 1993 - May 1994
PricewaterhouseCoopers September 1991 - September 1993
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Investments, Capital Markets, Investment Banking, Equities, Due Diligence, Valuation, Business Strategy, Venture Capital, Accounting, Auditing
Education
Wharton School, University of Pennsylvania 1987 — 1991
BSE, Accounting and Finance
PGP Capital June 2008 - Present
Bear Stearns November 1999 - March 2008
PGP Capital February 2003 - June 2005
Banc of America Securities April 1998 - November 1999
Donaldson, Lufkin & Jenrette March 1997 - March 1998
NatWest Markets May 1994 - March 1997
Oppenheimer & Co. Inc. October 1993 - May 1994
PricewaterhouseCoopers September 1991 - September 1993
Skills
Mergers & Acquisitions, Private Equity, Financial Modeling, Investments, Capital Markets, Investment Banking, Equities, Due Diligence, Valuation, Business Strategy, Venture Capital, Accounting, Auditing
Education
Wharton School, University of Pennsylvania 1987 — 1991
BSE, Accounting and Finance
Marilyn Hirsch's Donaldson, Lufkin & Jenrette Experience August 1995 - December 2000
Job SVP Corporate Development & Capital Deployment Allstate
Industry Insurance
Experience
AIG June 2013 - January 2015
AIG May 2011 - June 2013
Delek January 2007 - July 2009
Credit Suisse January 2000 - December 2006
Donaldson, Lufkin & Jenrette August 1995 - December 2000
Skills
Risk Management, Strategic Planning, Start-ups, Banking, Capital Markets, Business Strategy, Management Consulting, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Investment Banking, Investments, Valuation, Portfolio Management
Education
University of California, Berkeley 1991 — 1995
Masters of Science in Finance (ABD Finance and Real Estate)
University of Pennsylvania 1985 — 1989
BS Civil Engineering & BS Economics (Financae), Management & Technology Program
AIG June 2013 - January 2015
AIG May 2011 - June 2013
Delek January 2007 - July 2009
Credit Suisse January 2000 - December 2006
Donaldson, Lufkin & Jenrette August 1995 - December 2000
Skills
Risk Management, Strategic Planning, Start-ups, Banking, Capital Markets, Business Strategy, Management Consulting, Private Equity, Mergers & Acquisitions, Corporate Finance, Financial Modeling, Investment Banking, Investments, Valuation, Portfolio Management
Education
University of California, Berkeley 1991 — 1995
Masters of Science in Finance (ABD Finance and Real Estate)
University of Pennsylvania 1985 — 1989
BS Civil Engineering & BS Economics (Financae), Management & Technology Program
James Gnall's Donaldson, Lufkin & Jenrette Experience September 1994 - November 2000
Job Managing Director at Deutsche Bank
Industry Investment Banking
Experience
Deutsche Bank June 2003 - Present
Deutsche Bank June 2003 - Present
Credit Suisse November 2000 - June 2003
Donaldson, Lufkin & Jenrette September 1994 - November 2000
KPMG September 1989 - September 1994
Skills
Investment Banking, Derivatives, Hedge Funds, Product Control, Capital Markets, Money Market, Banking, FX Options, Prime Brokerage, Structured Finance, Operational Risk, Equity Trading, Equities, Finance, Financial Modeling, Trading Systems, Financial Markets, Structured Products, Credit Derivatives, Asset Management, Bloomberg, Securitization, Middle Office, Rates, Equity Derivatives, Fixed Income, Market Risk, Trading, Interest Rate..., Financial Structuring, Swaps, Corporate Finance, Bonds, Securities Lending, CDS, ABS, Electronic Trading, Emerging Markets, Leadership, MBS, Securities, Collateral Management, Alternative Investments, Back Office, Settlement, Interest Rates
Education
SUNY at Buffalo 1985 — 1989
Bachelors of Science, Accounting
Deutsche Bank June 2003 - Present
Deutsche Bank June 2003 - Present
Credit Suisse November 2000 - June 2003
Donaldson, Lufkin & Jenrette September 1994 - November 2000
KPMG September 1989 - September 1994
Skills
Investment Banking, Derivatives, Hedge Funds, Product Control, Capital Markets, Money Market, Banking, FX Options, Prime Brokerage, Structured Finance, Operational Risk, Equity Trading, Equities, Finance, Financial Modeling, Trading Systems, Financial Markets, Structured Products, Credit Derivatives, Asset Management, Bloomberg, Securitization, Middle Office, Rates, Equity Derivatives, Fixed Income, Market Risk, Trading, Interest Rate..., Financial Structuring, Swaps, Corporate Finance, Bonds, Securities Lending, CDS, ABS, Electronic Trading, Emerging Markets, Leadership, MBS, Securities, Collateral Management, Alternative Investments, Back Office, Settlement, Interest Rates
Education
SUNY at Buffalo 1985 — 1989
Bachelors of Science, Accounting
Kerrie Juras Ferrentino's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job President at Everblue Management LLC
Industry Financial Services
Experience
Everblue Management LLC October 2014 - Present
Knickerbocker Group LLC June 2004 - June 2014
Fortress Investment Group 2002 - 2004
Focal Point Partners LLC 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
JPMorgan Chase 1997 - 1998
Skills
Investments, Private Equity, Hedge Funds, Asset Management, Alternative Investments
Education
University of Michigan
BBA, Accounting and Finance
Everblue Management LLC October 2014 - Present
Knickerbocker Group LLC June 2004 - June 2014
Fortress Investment Group 2002 - 2004
Focal Point Partners LLC 2000 - 2002
Donaldson, Lufkin & Jenrette 1998 - 2000
JPMorgan Chase 1997 - 1998
Skills
Investments, Private Equity, Hedge Funds, Asset Management, Alternative Investments
Education
University of Michigan
BBA, Accounting and Finance
Howard Coale's Donaldson, Lufkin & Jenrette Experience May 1975 - December 1980
Job Founder, . Connecticut Capital Mang't LLC
Industry Financial Services
Experience
ct. capital llc December 1989 - Present
Donaldson, Lufkin & Jenrette May 1975 - December 1980
Skills
Investments, Asset Managment, Hedge Funds, Asset Management, Alternative Investments, Equities
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
ct. capital llc December 1989 - Present
Donaldson, Lufkin & Jenrette May 1975 - December 1980
Skills
Investments, Asset Managment, Hedge Funds, Asset Management, Alternative Investments, Equities
Education
University of Pennsylvania - The Wharton School
B.S. in Economics
Henry Hsu's Donaldson, Lufkin & Jenrette Experience August 2000 - April 2001
Job Chief Operating Officer/Chief Financial Officer at DAVI LUXURY BRAND GROUP
Industry Consumer Goods
Experience
DAVI LUXURY BRAND GROUP November 2014 - Present
The Warnaco Group, Inc. July 2012 - March 2013
The Blackstone Group April 2006 - July 2012
Jefferies & Company March 2005 - April 2006
UBS Investment Bank April 2001 - March 2004
Donaldson, Lufkin & Jenrette August 2000 - April 2001
Arthur Andersen LLP September 1995 - August 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA), Finance, General
UCLA 1990 — 1995
Bachelor of Arts (B.A.), Economics
DAVI LUXURY BRAND GROUP November 2014 - Present
The Warnaco Group, Inc. July 2012 - March 2013
The Blackstone Group April 2006 - July 2012
Jefferies & Company March 2005 - April 2006
UBS Investment Bank April 2001 - March 2004
Donaldson, Lufkin & Jenrette August 2000 - April 2001
Arthur Andersen LLP September 1995 - August 1998
Education
University of Pennsylvania - The Wharton School 1998 — 2000
Master of Business Administration (MBA), Finance, General
UCLA 1990 — 1995
Bachelor of Arts (B.A.), Economics
Craig Leoce's Donaldson, Lufkin & Jenrette Experience August 2000 - August 2002
Job Partner at Kildonan Castle Partners
Industry Investment Management
Experience
Kildonan Castle Asset Management August 2011 - Present
Shumway Capital January 2008 - February 2011
Satellite Asset Management September 2004 - November 2007
Bain Capital September 2002 - September 2004
Donaldson, Lufkin & Jenrette August 2000 - August 2002
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Diplomatic History
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor Of Science, Finance, General
Tottenville High School 1992 — 1996
Kildonan Castle Asset Management August 2011 - Present
Shumway Capital January 2008 - February 2011
Satellite Asset Management September 2004 - November 2007
Bain Capital September 2002 - September 2004
Donaldson, Lufkin & Jenrette August 2000 - August 2002
Education
University of Pennsylvania 1996 — 2000
Bachelor of Arts (B.A.), Diplomatic History
University of Pennsylvania - The Wharton School 1996 — 2000
Bachelor Of Science, Finance, General
Tottenville High School 1992 — 1996
Eric Leathers's Donaldson, Lufkin & Jenrette Experience 1995 - 1998
Job Partner at TPG Capital
Industry Financial Services
Experience
TPG Capital 2012 - Present
Pine Brook Road Partners 2009 - 2012
Capital Z Partners 1998 - 2009
Donaldson, Lufkin & Jenrette 1995 - 1998
Education
University of Pennsylvania
TPG Capital 2012 - Present
Pine Brook Road Partners 2009 - 2012
Capital Z Partners 1998 - 2009
Donaldson, Lufkin & Jenrette 1995 - 1998
Education
University of Pennsylvania
Aaron Brann's Donaldson, Lufkin & Jenrette Experience October 1999 - October 2000
Job Investment Management Professional
Industry Investment Management
Experience
KBW / Stifel Financial January 2011 - July 2014
Private Capital Management July 2003 - July 2010
Morgan Stanley January 2001 - June 2003
Donaldson, Lufkin & Jenrette October 1999 - October 2000
Skills
Investments, Asset Management, Buy-side, Equities, Equity Research, Valuation, DCF Valuation, Bank Analysis, Financial Statement..., Financial Modeling, Capital Markets, SNL Financial, Bloomberg
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
KBW / Stifel Financial January 2011 - July 2014
Private Capital Management July 2003 - July 2010
Morgan Stanley January 2001 - June 2003
Donaldson, Lufkin & Jenrette October 1999 - October 2000
Skills
Investments, Asset Management, Buy-side, Equities, Equity Research, Valuation, DCF Valuation, Bank Analysis, Financial Statement..., Financial Modeling, Capital Markets, SNL Financial, Bloomberg
Education
University of Notre Dame 1995 — 1999
Bachelor of Business Administration (BBA), Finance, Magna Cum Laude
Edward Jones
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation