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
Donaldson, Lufkin & Jenrette List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Donaldson, Lufkin & Jenrette. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Donaldson, Lufkin & Jenrette Salaries. You can even request information on how much does Donaldson, Lufkin & Jenrette pay if you want to. Learn about salaries, pros and cons of working for Donaldson, Lufkin & Jenrette directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
1,083 Donaldson, Lufkin & Jenrette employees in database. Find out everything there's to know about Donaldson, Lufkin & Jenrette employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Donaldson, Lufkin & Jenrette Employees
Employee
Years
Job
Industry
Brian McLoughlin Brian McLoughlin's Donaldson, Lufkin & Jenrette Experience 1990 - 1999
Job FinTech Collective and Thayer Street Partners
Industry Venture Capital & Private Equity
Experience
Thayer Street Partners October 2014 - Present
FinTech Collective, Inc. October 2014 - Present
Upfront Ventures March 2001 - October 2014
HomeSpace, Inc. October 1999 - October 2000
Donaldson Lufkin & Jenrette 1990 - 1999
Skills
Financial Services, Internet Access, Venture Capital, Investments, Online Advertising, Business, Private Equity, Start-ups, Mergers, Business Strategy, Asset Managment, Finance, SaaS, Asset Management, Executive Management, Business Development, Mergers & Acquisitions, Corporate Development, Angel Investing, Entrepreneurship, Consumer Internet, Mobile Devices, Corporate Finance, Strategy, Mobile Payments, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
Rutgers University-New Brunswick 1982 — 1986
BA, Economics, English
Thayer Street Partners October 2014 - Present
FinTech Collective, Inc. October 2014 - Present
Upfront Ventures March 2001 - October 2014
HomeSpace, Inc. October 1999 - October 2000
Donaldson Lufkin & Jenrette 1990 - 1999
Skills
Financial Services, Internet Access, Venture Capital, Investments, Online Advertising, Business, Private Equity, Start-ups, Mergers, Business Strategy, Asset Managment, Finance, SaaS, Asset Management, Executive Management, Business Development, Mergers & Acquisitions, Corporate Development, Angel Investing, Entrepreneurship, Consumer Internet, Mobile Devices, Corporate Finance, Strategy, Mobile Payments, Strategic Partnerships
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA
Rutgers University-New Brunswick 1982 — 1986
BA, Economics, English
Santiago Coleman Santiago Coleman's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Vice President, Wells Fargo Capital Finance
Industry Financial Services
Experience
Wells Fargo Capital Finance 2003 - Present
UBS Warburg 2000 - 2003
Donaldson Lufkin & Jenrette 1998 - 2000
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Banking, Private Equity, Credit, Loans, Valuation, Finance, Corporate Finance, Investment Banking, Due Diligence, Investments, Capital Markets, Mergers & Acquisitions, Asset Management
Education
University of Southern California 1995 — 1998
BA, Economics
Wells Fargo Capital Finance 2003 - Present
UBS Warburg 2000 - 2003
Donaldson Lufkin & Jenrette 1998 - 2000
Skills
Financial Modeling, Financial Analysis, Credit Analysis, Banking, Private Equity, Credit, Loans, Valuation, Finance, Corporate Finance, Investment Banking, Due Diligence, Investments, Capital Markets, Mergers & Acquisitions, Asset Management
Education
University of Southern California 1995 — 1998
BA, Economics
Chris Lihosit Chris Lihosit's Donaldson, Lufkin & Jenrette Experience September 1995 - April 1998
Job
Industry Wireless
Experience
T-Mobile July 2010 - Present
Logic20/20, Inc. 2009 - August 2010
T-Mobile 2009 - 2010
Action Engine August 2007 - September 2008
Wireless Services Corp. November 2004 - April 2007
Volantis Systems Inc. 2007 - 2007
Microsoft Corporation June 2002 - October 2004
Aveo Inc June 1998 - June 2001
Donaldson Lufkin & Jenrette September 1995 - April 1998
Skills
Product Management, Mobile Applications, Telecommunications, Program Management, Management, Mobile Devices, Enterprise Software, Wireless, Cross-functional Team..., Mobile Technology
Education
Loyola University Chicago 1990 — 2001
Marist High School
University of Washington
T-Mobile July 2010 - Present
Logic20/20, Inc. 2009 - August 2010
T-Mobile 2009 - 2010
Action Engine August 2007 - September 2008
Wireless Services Corp. November 2004 - April 2007
Volantis Systems Inc. 2007 - 2007
Microsoft Corporation June 2002 - October 2004
Aveo Inc June 1998 - June 2001
Donaldson Lufkin & Jenrette September 1995 - April 1998
Skills
Product Management, Mobile Applications, Telecommunications, Program Management, Management, Mobile Devices, Enterprise Software, Wireless, Cross-functional Team..., Mobile Technology
Education
Loyola University Chicago 1990 — 2001
Marist High School
University of Washington
Margaret Bryant Margaret Bryant's Donaldson, Lufkin & Jenrette Experience 1993 - 1995
Job Executive Assistant at Union Bank
Industry Investment Banking
Experience
Union Bank July 2012 - Present
Houlihan Lokey April 2010 - November 2011
Seven Hills April 2002 - November 2008
Furman Selz LLC/ING Barings/ABN AMRO 1995 - 2001
Donaldson Lufkin & Jenrette 1993 - 1995
Donaldson Lufkin & Jenrette 1990 - 1993
Skills
Outlook, SalesLogix, MS Office Suite
Education
San Francisco State University 1995 — 1999
BA, English Literature
Union Bank July 2012 - Present
Houlihan Lokey April 2010 - November 2011
Seven Hills April 2002 - November 2008
Furman Selz LLC/ING Barings/ABN AMRO 1995 - 2001
Donaldson Lufkin & Jenrette 1993 - 1995
Donaldson Lufkin & Jenrette 1990 - 1993
Skills
Outlook, SalesLogix, MS Office Suite
Education
San Francisco State University 1995 — 1999
BA, English Literature
Brent Stone Brent Stone's Donaldson, Lufkin & Jenrette Experience June 2000 - July 2000
Job Partner at ABRY Partners
Industry Venture Capital & Private Equity
Experience
ABRY Partners January 2002 - Present
Credit Suisse First Boston July 2000 - January 2001
Donaldson Lufkin & Jenrette June 2000 - July 2000
JPMorgan Chase June 1999 - June 2000
Education
Cornell University 1995 — 1999
BA, Business Administration
Roxbury Latin 1992 — 1993
ABRY Partners January 2002 - Present
Credit Suisse First Boston July 2000 - January 2001
Donaldson Lufkin & Jenrette June 2000 - July 2000
JPMorgan Chase June 1999 - June 2000
Education
Cornell University 1995 — 1999
BA, Business Administration
Roxbury Latin 1992 — 1993
Leo Asen Leo Asen's Donaldson, Lufkin & Jenrette Experience October 1983 - August 2000
Job Non profit executive
Industry Nonprofit Organization Management
Experience
Selfhelp Community Services, Inc June 2003 - July 2014
Credit Suisse First Boston August 2000 - January 2002
Donaldson Lufkin & Jenrette October 1983 - August 2000
CitiCorp October 1976 - October 1983
Skills
Public Speaking, Software Project..., Technological Innovation, Executive Financial..., Strategic Planning, non profit management, Healthcare project..., Culture change..., Coaching & Mentoring, Operations Management, Government Advocacy, Corporate Communications, Change Management, Nonprofits, Project Management, Marketing, Non-profits, Public Relations
Education
Pace University 1974 — 1976
MBA with Honors
University of Toledo 1964 — 1968
BSME (IE)
Selfhelp Community Services, Inc June 2003 - July 2014
Credit Suisse First Boston August 2000 - January 2002
Donaldson Lufkin & Jenrette October 1983 - August 2000
CitiCorp October 1976 - October 1983
Skills
Public Speaking, Software Project..., Technological Innovation, Executive Financial..., Strategic Planning, non profit management, Healthcare project..., Culture change..., Coaching & Mentoring, Operations Management, Government Advocacy, Corporate Communications, Change Management, Nonprofits, Project Management, Marketing, Non-profits, Public Relations
Education
Pace University 1974 — 1976
MBA with Honors
University of Toledo 1964 — 1968
BSME (IE)
jeffrey kwit jeffrey kwit's Donaldson, Lufkin & Jenrette Experience 1987 - 1990
Job Managing Member at J Kwit Holdings LLC
Industry Investment Management
Experience
Kwit Capital LLC / J Kwit Holdings LLC 1997 - Present
WebInvest LLC 2009 - Present
Jadeco Holdings LLC/Cresta Capital Strategies LLC 2004 - 2008
Fred Alger Management 1997 - 2001
Olympus Partners 1992 - 1997
Donaldson Lufkin & Jenrette 1987 - 1990
Skills
Hedge Funds, Strategy, Equities
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1983 — 1987
Bachelor of Arts (BA), Economics, History
Fieldston School 1978 — 1983
High School
Kwit Capital LLC / J Kwit Holdings LLC 1997 - Present
WebInvest LLC 2009 - Present
Jadeco Holdings LLC/Cresta Capital Strategies LLC 2004 - 2008
Fred Alger Management 1997 - 2001
Olympus Partners 1992 - 1997
Donaldson Lufkin & Jenrette 1987 - 1990
Skills
Hedge Funds, Strategy, Equities
Education
Columbia University - Columbia Business School 1990 — 1992
Master of Business Administration (MBA), Finance, General
University of Pennsylvania 1983 — 1987
Bachelor of Arts (BA), Economics, History
Fieldston School 1978 — 1983
High School
Bharat Vasan Bharat Vasan's Donaldson, Lufkin & Jenrette Experience April 2000 - November 2000
Job
Industry Computer Software
Experience
BASIS Science, an Intel company March 2010 - August 2014
Electronic Arts January 2008 - January 2010
Electronic Arts January 2007 - December 2007
Electronic Arts August 2002 - December 2006
Credit Suisse First Boston November 2000 - April 2002
Donaldson Lufkin & Jenrette April 2000 - November 2000
Skills
Video Games, Online Gaming, Gambling, Start-ups, Corporate Development, Game Development, Business Development, Mergers, Product Management, Mobile Devices, Strategic Partnerships, Venture Capital, Monetization, Analytics, E-commerce, Entrepreneurship, Strategy, Strategic Planning, Business Strategy, Game Design, Mergers & Acquisitions, Social Networking, Product Development, Software Engineering, Social Games, Marketing, Management, Mobile Applications, MMO, Business Planning, Product Marketing, Leadership
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Master of International Affairs, International Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1998 — 1999
MA, Strategic Studies
Middlebury College 1993 — 1997
BA, International Politics & Economics
BASIS Science, an Intel company March 2010 - August 2014
Electronic Arts January 2008 - January 2010
Electronic Arts January 2007 - December 2007
Electronic Arts August 2002 - December 2006
Credit Suisse First Boston November 2000 - April 2002
Donaldson Lufkin & Jenrette April 2000 - November 2000
Skills
Video Games, Online Gaming, Gambling, Start-ups, Corporate Development, Game Development, Business Development, Mergers, Product Management, Mobile Devices, Strategic Partnerships, Venture Capital, Monetization, Analytics, E-commerce, Entrepreneurship, Strategy, Strategic Planning, Business Strategy, Game Design, Mergers & Acquisitions, Social Networking, Product Development, Software Engineering, Social Games, Marketing, Management, Mobile Applications, MMO, Business Planning, Product Marketing, Leadership
Education
Columbia University - School of International and Public Affairs 1998 — 2000
Master of International Affairs, International Finance
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 1998 — 1999
MA, Strategic Studies
Middlebury College 1993 — 1997
BA, International Politics & Economics
Andrew Shih Andrew Shih's Donaldson, Lufkin & Jenrette Experience June 1996 - May 1998
Job Executive Managing Director at ARA, A Newmark Company
Industry Real Estate
Experience
ARA, A Newmark Company March 2008 - Present
CB Richard Ellis October 2006 - March 2008
Hendricks & Partners March 2002 - October 2006
Trilogy Software January 2000 - October 2001
American Express May 1998 - December 1999
Donaldson Lufkin & Jenrette June 1996 - May 1998
Newmark Knight Frank 1995 - 1995
Chemical Bank 1993 - 1995
Price Waterhouse Coopers 1990 - 1993
Skills
Valuation, Negotiation, Due Diligence, Real Estate Economics, Disposition, Real Estate, Asset Managment, Investments, Financial Modeling, Real Estate Development, Private Equity, Mergers, Brokerage, Real Estate Transactions, Financial Analysis, Property Management, Investment Properties, Acquisitions, Commercial Real Estate, Business Development
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Cornell University 1986 — 1990
BS, Operations Research & Industrial Engineering
Yorktown High School 1982 — 1986
ARA, A Newmark Company March 2008 - Present
CB Richard Ellis October 2006 - March 2008
Hendricks & Partners March 2002 - October 2006
Trilogy Software January 2000 - October 2001
American Express May 1998 - December 1999
Donaldson Lufkin & Jenrette June 1996 - May 1998
Newmark Knight Frank 1995 - 1995
Chemical Bank 1993 - 1995
Price Waterhouse Coopers 1990 - 1993
Skills
Valuation, Negotiation, Due Diligence, Real Estate Economics, Disposition, Real Estate, Asset Managment, Investments, Financial Modeling, Real Estate Development, Private Equity, Mergers, Brokerage, Real Estate Transactions, Financial Analysis, Property Management, Investment Properties, Acquisitions, Commercial Real Estate, Business Development
Education
University of Pennsylvania - The Wharton School 1995 — 1997
MBA, Finance
Cornell University 1986 — 1990
BS, Operations Research & Industrial Engineering
Yorktown High School 1982 — 1986
Gary Haubold Gary Haubold's Donaldson, Lufkin & Jenrette Experience 1986 - 1993
Job Portfolio Manager
Industry Investment Management
Experience
FourScore Income Partners, LP May 2013 - Present
Chief Cornerstone Capital, LLC May 2010 - April 2013
Benchmark Investment Group, LLC August 2009 - May 2011
Gartmore Global Investment Advisors 2004 - 2008
Pilgrim Baxter & Associates 1997 - 1999
Morgan Stanley Asset Management 1996 - 1996
Miller Anderson & Sherrerd 1993 - 1996
Donaldson Lufkin & Jenrette 1986 - 1993
Stein Roe & Farnham 1983 - 1986
Brown & Root July 1980 - July 1981
Skills
Hedge Funds, Institutional, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Asset Management, Equities, Wealth Management, Equity Research, Factset, Trading Systems, Investment Management, Alternative Investments, Funding, Institutional..., Asset Managment, Securities, Bloomberg, Capital Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1983
M.B.A., Finance
Rice University 1978 — 1980
B.S., Civil Engineering, Magna Cum Laude graduate
United States Air Force Academy 1976 — 1978
None, Astronautical Engineering
Paschal High School
Paschal High School
Paschal High School
FourScore Income Partners, LP May 2013 - Present
Chief Cornerstone Capital, LLC May 2010 - April 2013
Benchmark Investment Group, LLC August 2009 - May 2011
Gartmore Global Investment Advisors 2004 - 2008
Pilgrim Baxter & Associates 1997 - 1999
Morgan Stanley Asset Management 1996 - 1996
Miller Anderson & Sherrerd 1993 - 1996
Donaldson Lufkin & Jenrette 1986 - 1993
Stein Roe & Farnham 1983 - 1986
Brown & Root July 1980 - July 1981
Skills
Hedge Funds, Institutional, Portfolio Management, Mutual Funds, Investments, Investment Advisory, Asset Management, Equities, Wealth Management, Equity Research, Factset, Trading Systems, Investment Management, Alternative Investments, Funding, Institutional..., Asset Managment, Securities, Bloomberg, Capital Markets
Education
University of Pennsylvania - The Wharton School 1981 — 1983
M.B.A., Finance
Rice University 1978 — 1980
B.S., Civil Engineering, Magna Cum Laude graduate
United States Air Force Academy 1976 — 1978
None, Astronautical Engineering
Paschal High School
Paschal High School
Paschal High School
Christine M Murray Christine M Murray's Donaldson, Lufkin & Jenrette Experience 1997 - 1999
Job Director Senior Compliance Officer
Industry Financial Services
Experience
Citi 1999 - Present
Donaldson Lufkin & Jenrette 1997 - 1999
Skills
Series 7, Series 63, Series 65, Series 24, series 9, series 10, series 3, series 53
Education
State University of New York at Albany
Bachelor Degree
Citi 1999 - Present
Donaldson Lufkin & Jenrette 1997 - 1999
Skills
Series 7, Series 63, Series 65, Series 24, series 9, series 10, series 3, series 53
Education
State University of New York at Albany
Bachelor Degree
David C. Gottlieb David C. Gottlieb's Donaldson, Lufkin & Jenrette Experience 1995 - 2001
Job Sr. Portfolio Manager, Schroders Investment ManagementAlternative Inv. Strategies
Industry Investment Management
Experience
EMF Fixed Income Fund March 2003 - September 2014
Credit Suisse September 2001 - March 2003
Donaldson Lufkin & Jenrette 1995 - 2001
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Derivatives, Investments, Proprietary Trading
Education
University of Pennsylvania - The Wharton School 1982 — 1986
B.S. Economics, Finance/Political Science
EMF Fixed Income Fund March 2003 - September 2014
Credit Suisse September 2001 - March 2003
Donaldson Lufkin & Jenrette 1995 - 2001
Skills
Fixed Income, Portfolio Management, Hedge Funds, Asset Management, Alternative Investments, Derivatives, Investments, Proprietary Trading
Education
University of Pennsylvania - The Wharton School 1982 — 1986
B.S. Economics, Finance/Political Science
Daniel Justicz Daniel Justicz's Donaldson, Lufkin & Jenrette Experience 1999 - 2001
Job CFO at Fybr
Industry Information Technology and Services
Experience
Fybr 2008 - Present
Boston Post Partners LLC May 2001 - 2008
Resolution, Inc. 2005 - 2006
Ranor, Inc. 2002 - 2005
Fabrico, Inc. 2001 - 2002
Credit Suisse First Boston 2000 - 2001
Donaldson Lufkin & Jenrette 1999 - 2001
Inventice Nove Mesto spol. s.r.o July 1994 - July 1998
Morgan Stanley & Co. 1992 - 1994
Skills
Developing Feasible..., Recruiting strong..., Capital Raising, Rowing Coaching, Lumber Jacking, Organic Gardening, Raising Good Kids, Financial Analysis, Production Management, Budgeting, Strategic Planning, Negotiation, Coaching, Marketing Strategy, Mergers, Customer Relations, Program Management, Business Planning, Business Strategy, Team Building, Budgets, Customer Service, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Pricing, Start-ups, Process Improvement, Production Managment, Strategy, Management, Finance, Business Development, Analysis, Leadership, Competitive Analysis, Financial Modeling
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Cambridge 1991 — 1992
Bachelor of Laws (LLB)
Harvard University 1987 — 1991
BA
The Westminster Schools 1980 — 1987
Fybr 2008 - Present
Boston Post Partners LLC May 2001 - 2008
Resolution, Inc. 2005 - 2006
Ranor, Inc. 2002 - 2005
Fabrico, Inc. 2001 - 2002
Credit Suisse First Boston 2000 - 2001
Donaldson Lufkin & Jenrette 1999 - 2001
Inventice Nove Mesto spol. s.r.o July 1994 - July 1998
Morgan Stanley & Co. 1992 - 1994
Skills
Developing Feasible..., Recruiting strong..., Capital Raising, Rowing Coaching, Lumber Jacking, Organic Gardening, Raising Good Kids, Financial Analysis, Production Management, Budgeting, Strategic Planning, Negotiation, Coaching, Marketing Strategy, Mergers, Customer Relations, Program Management, Business Planning, Business Strategy, Team Building, Budgets, Customer Service, Management Consulting, Mergers & Acquisitions, Entrepreneurship, Pricing, Start-ups, Process Improvement, Production Managment, Strategy, Management, Finance, Business Development, Analysis, Leadership, Competitive Analysis, Financial Modeling
Education
The Tuck School of Business at Dartmouth 1998 — 2000
MBA
University of Cambridge 1991 — 1992
Bachelor of Laws (LLB)
Harvard University 1987 — 1991
BA
The Westminster Schools 1980 — 1987
Dorothy Rosener Dorothy Rosener's Donaldson, Lufkin & Jenrette Experience September 1997 - January 2000
Job Information Reporting and Withholding Tax Associate at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2006 - Present
Credit Suisse January 2005 - November 2006
Credit Suisse Group January 2000 - January 2005
Donaldson Lufkin & Jenrette September 1997 - January 2000
Curtiss-Wright Flight Systems February 1990 - September 1997
Curtiss Wright 1990 - 1997
Skills
Investment Banking, Team Leadership, Process Improvement, Business Analysis, Auditing, Project Management, Fixed Income, Management Consulting, Data Analysis, Commodity, Restructuring, Disaster Recovery
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance and Information Technology
Penn State University 1985 — 1989
BS, Industrial Engineering
JPMorgan Chase November 2006 - Present
Credit Suisse January 2005 - November 2006
Credit Suisse Group January 2000 - January 2005
Donaldson Lufkin & Jenrette September 1997 - January 2000
Curtiss-Wright Flight Systems February 1990 - September 1997
Curtiss Wright 1990 - 1997
Skills
Investment Banking, Team Leadership, Process Improvement, Business Analysis, Auditing, Project Management, Fixed Income, Management Consulting, Data Analysis, Commodity, Restructuring, Disaster Recovery
Education
New York University - Leonard N. Stern School of Business 1996 — 2000
MBA, Finance and Information Technology
Penn State University 1985 — 1989
BS, Industrial Engineering
Ann Perry's Donaldson, Lufkin & Jenrette Experience 1986 - 1990
Job Proven Corporate Development professional executing a wide range of complex transactions
Industry Computer Software
Experience
Rovi Corporation (formerly Macrovision) December 2007 - November 2014
Business Objects (acquired by SAP) June 2007 - December 2007
Valchemy, Inc. (acquired by IBM) April 2005 - June 2007
McAfee Inc. (formerly Network Associates) April 2001 - August 2004
WR Hambrecht + Co June 1999 - July 2000
E*TRADE Group, Inc. 1996 - 1999
Donaldson Lufkin & Jenrette 1986 - 1990
Skills
Mergers & Acquisitions, Corporate Development, Strategic Partnerships, Program Management, Cross-functional Team..., Acquisition Integration, Divestitures, Transition Planning, Transition Management
Education
Stanford University
MS, Computer Science
University of Pennsylvania - The Wharton School
Jerome Fisher Program in Management & Technology
Rovi Corporation (formerly Macrovision) December 2007 - November 2014
Business Objects (acquired by SAP) June 2007 - December 2007
Valchemy, Inc. (acquired by IBM) April 2005 - June 2007
McAfee Inc. (formerly Network Associates) April 2001 - August 2004
WR Hambrecht + Co June 1999 - July 2000
E*TRADE Group, Inc. 1996 - 1999
Donaldson Lufkin & Jenrette 1986 - 1990
Skills
Mergers & Acquisitions, Corporate Development, Strategic Partnerships, Program Management, Cross-functional Team..., Acquisition Integration, Divestitures, Transition Planning, Transition Management
Education
Stanford University
MS, Computer Science
University of Pennsylvania - The Wharton School
Jerome Fisher Program in Management & Technology
Richard Daskin, CFA, CFP(R)'s Donaldson, Lufkin & Jenrette Experience 1989 - 1994
Job CIO RSD Advisors, consultant Cumberland Advisors, Harvest Advisors
Industry Investment Management
Experience
RSD Advisors January 2010 - Present
Cumberland Advisors March 2013 - Present
Harvest Investments, LTD October 2008 - December 2013
Goldstein Capital April 2006 - October 2008
First Albany Corp 1995 - 2006
Donaldson Lufkin & Jenrette 1989 - 1994
Alex Brown & Sons 1982 - 1986
Lazard Freres 1982 - 1986
Chemical Bank 1981 - 1985
US Trust Company of NY 1979 - 1982
Skills
Financial Analysis, People Skills, Financial Planning, Strategic Financial..., Fixed Income, Investments, Equities, Capital Markets, Asset Management, Hedge Funds, Wealth Management, Mutual Funds, Alternative Investments, Trading, Asset Allocation, Derivatives, Economics, Investment Management, Portfolio Management, Bonds, Finance, Municipal Bonds, High Yield Bonds, Public Finance
Education
University at Albany, SUNY 1975 — 1979
BA, Economics and Computer Science
Division Avenue High School 1971 — 1975
HS, Academic
RSD Advisors January 2010 - Present
Cumberland Advisors March 2013 - Present
Harvest Investments, LTD October 2008 - December 2013
Goldstein Capital April 2006 - October 2008
First Albany Corp 1995 - 2006
Donaldson Lufkin & Jenrette 1989 - 1994
Alex Brown & Sons 1982 - 1986
Lazard Freres 1982 - 1986
Chemical Bank 1981 - 1985
US Trust Company of NY 1979 - 1982
Skills
Financial Analysis, People Skills, Financial Planning, Strategic Financial..., Fixed Income, Investments, Equities, Capital Markets, Asset Management, Hedge Funds, Wealth Management, Mutual Funds, Alternative Investments, Trading, Asset Allocation, Derivatives, Economics, Investment Management, Portfolio Management, Bonds, Finance, Municipal Bonds, High Yield Bonds, Public Finance
Education
University at Albany, SUNY 1975 — 1979
BA, Economics and Computer Science
Division Avenue High School 1971 — 1975
HS, Academic
Scott Kirkendall's Donaldson, Lufkin & Jenrette Experience August 2000 - June 2002
Job
Industry Venture Capital & Private Equity
Experience
Blue Sea Capital LLC August 2012 - Present
Brockway Moran & Partners, Inc. July 2002 - October 2013
Credit Suisse First Boston January 2001 - June 2002
Donaldson Lufkin & Jenrette August 2000 - June 2002
Education
Northwestern University - Kellogg School of Management 2005 — 2006
MBA
Wake Forest University 1996 — 2000
BS
Blue Sea Capital LLC August 2012 - Present
Brockway Moran & Partners, Inc. July 2002 - October 2013
Credit Suisse First Boston January 2001 - June 2002
Donaldson Lufkin & Jenrette August 2000 - June 2002
Education
Northwestern University - Kellogg School of Management 2005 — 2006
MBA
Wake Forest University 1996 — 2000
BS
Charles LaChaussee's Donaldson, Lufkin & Jenrette Experience July 1986 - September 1988
Job Legal Services Professional
Industry Legal Services
Experience
Wedbush Securities October 2008 - Present
WaMu Investments 2006 - 2008
Prudential Equity Group, LLC f/k/a Prudential Securities Incorporated December 1992 - June 2006
Prudential Securities Incorporated September 1988 - November 1992
Donaldson Lufkin & Jenrette July 1986 - September 1988
Skills
Securities, Litigation, Arbitration, Corporate Law, Securities Regulation, Mediation, Securities Litigation, Privacy Law, Legal Issues, FINRA, Legal Advice, Insurance, Due Diligence, Commercial Litigation, Civil Litigation, Corporate Governance, Mutual Funds, Risk Management, Internal Investigations, Series 7, Private Placements, OFAC, Equities, Financial Regulation, Hedge Funds, Licensing, Series 63, Investments, Series 24, AML, FCPA, Fraud, Uniform Combined State..., SEC, Document Drafting, Executive Management, Trials, Corporations, Policy
Education
New York Law School 1988 — 1992
JD, Law
The College of New Jersey 1981 — 1985
Wedbush Securities October 2008 - Present
WaMu Investments 2006 - 2008
Prudential Equity Group, LLC f/k/a Prudential Securities Incorporated December 1992 - June 2006
Prudential Securities Incorporated September 1988 - November 1992
Donaldson Lufkin & Jenrette July 1986 - September 1988
Skills
Securities, Litigation, Arbitration, Corporate Law, Securities Regulation, Mediation, Securities Litigation, Privacy Law, Legal Issues, FINRA, Legal Advice, Insurance, Due Diligence, Commercial Litigation, Civil Litigation, Corporate Governance, Mutual Funds, Risk Management, Internal Investigations, Series 7, Private Placements, OFAC, Equities, Financial Regulation, Hedge Funds, Licensing, Series 63, Investments, Series 24, AML, FCPA, Fraud, Uniform Combined State..., SEC, Document Drafting, Executive Management, Trials, Corporations, Policy
Education
New York Law School 1988 — 1992
JD, Law
The College of New Jersey 1981 — 1985
Gary Gunn's Donaldson, Lufkin & Jenrette Experience 1997 - 2000
Job Director, Global Program Trading at Credit Suisse Group
Industry Financial Services
Experience
Credit Suisse 2000 - Present
Credit Suisse Group 2003 - 2006
Donaldson Lufkin & Jenrette 1997 - 2000
JLG Industries, Inc. 1994 - 1995
Skills
Equities, Trading Systems, Electronic Trading, Derivatives, Capital Markets, Bloomberg, Financial Markets, Equity Derivatives, Trading, Portfolio Management, Hedge Funds, Credit Derivatives, Fixed Income, Swaps, Market Data, Bonds, Proprietary Trading, Equity Trading, Structured Products, Options, Prime Brokerage
Education
Rensselaer Polytechnic Institute 1990 — 1994
BS, Applied Mathematics
Credit Suisse 2000 - Present
Credit Suisse Group 2003 - 2006
Donaldson Lufkin & Jenrette 1997 - 2000
JLG Industries, Inc. 1994 - 1995
Skills
Equities, Trading Systems, Electronic Trading, Derivatives, Capital Markets, Bloomberg, Financial Markets, Equity Derivatives, Trading, Portfolio Management, Hedge Funds, Credit Derivatives, Fixed Income, Swaps, Market Data, Bonds, Proprietary Trading, Equity Trading, Structured Products, Options, Prime Brokerage
Education
Rensselaer Polytechnic Institute 1990 — 1994
BS, Applied Mathematics
James Tuan's Donaldson, Lufkin & Jenrette Experience November 1996 - March 1997
Job Senior Technology Officer at Albert Fried & Company
Industry Financial Services
Experience
Albert Fried & Company March 2013 - Present
Banc of America Securities 2005 - March 2013
Lazard Asset Management June 2002 - May 2005
T3 Technologies March 1997 - April 2002
Donaldson Lufkin & Jenrette November 1996 - March 1997
Smith Barney June 1994 - November 1996
Societe Generale December 1989 - December 1991
Education
State University of New York at New Paltz 1987 — 1989
FD Roosevelt High School 1976 — 1980
High School
Albert Fried & Company March 2013 - Present
Banc of America Securities 2005 - March 2013
Lazard Asset Management June 2002 - May 2005
T3 Technologies March 1997 - April 2002
Donaldson Lufkin & Jenrette November 1996 - March 1997
Smith Barney June 1994 - November 1996
Societe Generale December 1989 - December 1991
Education
State University of New York at New Paltz 1987 — 1989
FD Roosevelt High School 1976 — 1980
High School
Ajesh Patel's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job President & CEO, Prospera Hotels, Inc.
Industry Real Estate
Experience
Prospera Hotels, Inc. 2003 - Present
RiverOne, Inc. 2000 - 2003
Donaldson Lufkin & Jenrette 1998 - 2000
Skills
Management, Strategy, Business Development, Private Equity, Venture Capital, Financial Structuring, Mergers & Acquisitions, Investments, Strategic Partnerships, Start-ups, Business Strategy, New Business Development, Product Management, Mergers, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1998
Bachelor of Science in Business Administration
Sunny Hills High School 1990 — 1994
Prospera Hotels, Inc. 2003 - Present
RiverOne, Inc. 2000 - 2003
Donaldson Lufkin & Jenrette 1998 - 2000
Skills
Management, Strategy, Business Development, Private Equity, Venture Capital, Financial Structuring, Mergers & Acquisitions, Investments, Strategic Partnerships, Start-ups, Business Strategy, New Business Development, Product Management, Mergers, Strategic Planning
Education
University of California, Berkeley - Walter A. Haas School of Business 1994 — 1998
Bachelor of Science in Business Administration
Sunny Hills High School 1990 — 1994
Darius Kielbiowski's Donaldson, Lufkin & Jenrette Experience November 1997 - December 2000
Job Vice PresidentTransaction Management at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase April 2008 - Present
Credit Suisse Securities (USA) LLC July 2003 - October 2007
Credit Suisse Securities (USA) LLC November 2000 - June 2003
Donaldson Lufkin & Jenrette November 1997 - December 2000
Morgan Stanley Dean Witter Discover Inc. June 1996 - October 1997
Skills
Fixed Income, MBS, Securities, Securitization, Structured Products, Valuation, Trading, Loans, Finance, Capital Markets, Accounting
Education
State University of New York at Buffalo - School of Management 1991 — 1995
B.S., Accounting, Finance
University at Buffalo 1991 — 1995
JPMorgan Chase April 2008 - Present
Credit Suisse Securities (USA) LLC July 2003 - October 2007
Credit Suisse Securities (USA) LLC November 2000 - June 2003
Donaldson Lufkin & Jenrette November 1997 - December 2000
Morgan Stanley Dean Witter Discover Inc. June 1996 - October 1997
Skills
Fixed Income, MBS, Securities, Securitization, Structured Products, Valuation, Trading, Loans, Finance, Capital Markets, Accounting
Education
State University of New York at Buffalo - School of Management 1991 — 1995
B.S., Accounting, Finance
University at Buffalo 1991 — 1995
Laura Newcomb's Donaldson, Lufkin & Jenrette Experience 1978 - 1988
Job Senior Vice President at FBR & Co.
Industry Financial Services
Experience
FBR & Co. December 2012 - September 2013
Royal Bank of Canada January 2008 - December 2012
CIBC 2007 - 2008
JPMorgan 1997 - 2007
UBS Investment Bank 1992 - 1997
Merrill Lynch 1991 - 1992
Credit Suisse 1988 - 1991
Donaldson Lufkin & Jenrette 1978 - 1988
Skills
Capital Markets, Equities, Equity Derivatives, Derivatives, Equity Trading, Hedge Funds, Investment Banking, Electronic Trading, Alternative Investments, Credit Derivatives, Options, Portfolio Management, Fixed Income, Trading Systems, Bloomberg, Trading
Education
Florida State University
FBR & Co. December 2012 - September 2013
Royal Bank of Canada January 2008 - December 2012
CIBC 2007 - 2008
JPMorgan 1997 - 2007
UBS Investment Bank 1992 - 1997
Merrill Lynch 1991 - 1992
Credit Suisse 1988 - 1991
Donaldson Lufkin & Jenrette 1978 - 1988
Skills
Capital Markets, Equities, Equity Derivatives, Derivatives, Equity Trading, Hedge Funds, Investment Banking, Electronic Trading, Alternative Investments, Credit Derivatives, Options, Portfolio Management, Fixed Income, Trading Systems, Bloomberg, Trading
Education
Florida State University
Devlin Lander's Donaldson, Lufkin & Jenrette Experience 1997 - 2001
Job Managing Director at ICR
Industry Public Relations and Communications
Experience
ICR Managing DirectorICR2005 - Present
Morgan Joseph 2001 - 2005
Donaaldson Lufkin & Jenrette 1997 - 2001
Donaldson Lufkin & Jenrette 1997 - 2001
DLJ 1998 - 2000
DLJ 1998 - 2000
Genesis Merchant Group Securities 1996 - 1998
Kohlberg & Company 1996 - 1998
Skills
Investor Relations, Valuation, Financial Modeling
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (BA), Political Science and Government, 3.7
ICR Managing DirectorICR2005 - Present
Morgan Joseph 2001 - 2005
Donaaldson Lufkin & Jenrette 1997 - 2001
Donaldson Lufkin & Jenrette 1997 - 2001
DLJ 1998 - 2000
DLJ 1998 - 2000
Genesis Merchant Group Securities 1996 - 1998
Kohlberg & Company 1996 - 1998
Skills
Investor Relations, Valuation, Financial Modeling
Education
University of North Carolina at Chapel Hill 1990 — 1994
Bachelor of Arts (BA), Political Science and Government, 3.7
Laura Terranova's Donaldson, Lufkin & Jenrette Experience 1996 - 2002
Job Senior Analyst, Budgeting and Financial Reporting at Komar Brands
Industry Wholesale
Experience
Charles Komar & Sons August 2012 - Present
Toys R Us 2011 - 2012
Bloomingdale's 2008 - 2011
Gordon Enviornmental 2005 - 2008
Community Housing Improvement Program 2004 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2002
Donaldson Lufkin & Jenrette 1989 - 1996
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Strategic Financial..., Forecasting, Budget, Microsoft Access, PeopleSoft, Mas 90, QuickBooks, Variance Analysis, Budgets
Education
New York University 2004 — 2008
Bachelor of Science (B.S.), Real Estate
Charles Komar & Sons August 2012 - Present
Toys R Us 2011 - 2012
Bloomingdale's 2008 - 2011
Gordon Enviornmental 2005 - 2008
Community Housing Improvement Program 2004 - 2005
Donaldson, Lufkin & Jenrette 1996 - 2002
Donaldson Lufkin & Jenrette 1989 - 1996
Skills
Financial Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Strategic Financial..., Forecasting, Budget, Microsoft Access, PeopleSoft, Mas 90, QuickBooks, Variance Analysis, Budgets
Education
New York University 2004 — 2008
Bachelor of Science (B.S.), Real Estate
Anne Stuntz's Donaldson, Lufkin & Jenrette Experience 1986 - 1988
Job Historic Vienna, Inc
Industry Nonprofit Organization Management
Experience
Historic Vienna, Inc January 2009 - Present
Historic Vienna, Inc 2009 - 2010
MBIA 1988 - 1995
Donaldson Lufkin & Jenrette 1986 - 1988
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance and Real Estate
Princeton University 1972 — 1976
BA, Art History
James Madison High School!
Historic Vienna, Inc January 2009 - Present
Historic Vienna, Inc 2009 - 2010
MBIA 1988 - 1995
Donaldson Lufkin & Jenrette 1986 - 1988
Education
Columbia University - Columbia Business School 1981 — 1983
MBA, Finance and Real Estate
Princeton University 1972 — 1976
BA, Art History
James Madison High School!
William Drewry's Donaldson, Lufkin & Jenrette Experience 1998 - 2000
Job Founding Partner at Pursuit Merchant Bank
Industry Entertainment
Experience
Pursuit Merchant Bank July 2015 - Present
RBC Capital Markets May 2011 - Present
Diamond Castle Holdings 2009 - 2011
UBS Investment Bank May 2007 - December 2008
Credit Suisse First Boston 2000 - 2007
Credit Suisse 1998 - 2007
Donaldson, Lufkin & Jenrette/DLJ 1998 - 2000
Donaldson Lufkin & Jenrette 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody & Company 1992 - 1994
Education
Old Dominion University
BA, History
Pursuit Merchant Bank July 2015 - Present
RBC Capital Markets May 2011 - Present
Diamond Castle Holdings 2009 - 2011
UBS Investment Bank May 2007 - December 2008
Credit Suisse First Boston 2000 - 2007
Credit Suisse 1998 - 2007
Donaldson, Lufkin & Jenrette/DLJ 1998 - 2000
Donaldson Lufkin & Jenrette 1998 - 2000
Paine Webber 1994 - 1998
Kidder Peabody & Company 1992 - 1994
Education
Old Dominion University
BA, History
Kim Berry's Donaldson, Lufkin & Jenrette Experience June 1992 - June 1999
Job Agency Principal, Entrepreneur
Industry Financial Services
Experience
Boreal Insurance Brokerage, LLC January 2013 - Present
Capital Indemnity Group July 2010 - January 2014
State Farm Agent October 2009 - June 2010
Lincoln Financial Distributors March 2004 - August 2009
Morgan Stanley Dean Witter February 2000 - January 2003
AXA Financial June 1999 - February 2000
Donaldson Lufkin & Jenrette June 1992 - June 1999
Skills
Fixed Annuities, Series 63, Mutual Funds, Retirement Planning, Series 7, 401k, Life Insurance, Variable Annuities, Long-term Care, Insurance, Investments, Securities, Series 65, Financial Services, Financial Advisory, Sales
Education
Temple University 1987 — 1991
Psychology
Cedar Ridge High School
Boreal Insurance Brokerage, LLC January 2013 - Present
Capital Indemnity Group July 2010 - January 2014
State Farm Agent October 2009 - June 2010
Lincoln Financial Distributors March 2004 - August 2009
Morgan Stanley Dean Witter February 2000 - January 2003
AXA Financial June 1999 - February 2000
Donaldson Lufkin & Jenrette June 1992 - June 1999
Skills
Fixed Annuities, Series 63, Mutual Funds, Retirement Planning, Series 7, 401k, Life Insurance, Variable Annuities, Long-term Care, Insurance, Investments, Securities, Series 65, Financial Services, Financial Advisory, Sales
Education
Temple University 1987 — 1991
Psychology
Cedar Ridge High School
Phil Schapiro's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job Experienced Renewable Energy Financier
Industry Financial Services
Experience
Wells Fargo Bank December 2007 - Present
First Federal Bank of California 2004 - 2006
Merrill Lynch 2003 - 2004
Morgan Stanley Private Wealth Management 2000 - 2003
Donaldson Lufkin & Jenrette 1999 - 2000
Education
San Diego State University-California State University 2006 — 2007
MBA, Finance & Entrepreneurship
Wells Fargo Bank December 2007 - Present
First Federal Bank of California 2004 - 2006
Merrill Lynch 2003 - 2004
Morgan Stanley Private Wealth Management 2000 - 2003
Donaldson Lufkin & Jenrette 1999 - 2000
Education
San Diego State University-California State University 2006 — 2007
MBA, Finance & Entrepreneurship
Lea Orth's Donaldson, Lufkin & Jenrette Experience 1999 - 2000
Job
Industry
Experience
Corporate Rain International 2004 - Present
Self Employed 2001 - Present
Donaldson Lufkin & Jenrette 1999 - 2000
Skills
Public Speaking, Salesforce.com, Leadership, Sales Management, Sales, New Business Development, Project Management, Dramaturgy, Marketing Communications, Fine Art, Arts Administration, Visual Arts, Performing Arts, Zoho, Business Development
Education
Teachers College of Columbia University
MA, Arts Administration
The University of Kansas
BFA, Theatre Design
Corporate Rain International 2004 - Present
Self Employed 2001 - Present
Donaldson Lufkin & Jenrette 1999 - 2000
Skills
Public Speaking, Salesforce.com, Leadership, Sales Management, Sales, New Business Development, Project Management, Dramaturgy, Marketing Communications, Fine Art, Arts Administration, Visual Arts, Performing Arts, Zoho, Business Development
Education
Teachers College of Columbia University
MA, Arts Administration
The University of Kansas
BFA, Theatre Design
Timothy Finnegan's Donaldson, Lufkin & Jenrette Experience September 1994 - May 1998
Job Risk Management/Branch Supervision/Compliance Executive
Industry Financial Services
Experience
JP Morgan Asset Management 2014 - 2015
JP Morgan Global Wealth Management 2013 - 2014
JP Morgan Securities 1998 - 2014
Donaldson Lufkin & Jenrette September 1994 - May 1998
Glickenhaus & Co. March 1993 - May 1994
Skills
Securities, Series 7, Equities, Financial Risk, Hedge Funds, Spanish, Risk Management, Capital Markets, Portfolio Management, Investment Management, Fixed Income, Banking, Management, Options, Private Banking, Leadership, Analysis, Wealth Management, Branch Supervision, Compliance
Education
Muhlenberg College 1984 — 1988
BA, Communications/Economics
JP Morgan Asset Management 2014 - 2015
JP Morgan Global Wealth Management 2013 - 2014
JP Morgan Securities 1998 - 2014
Donaldson Lufkin & Jenrette September 1994 - May 1998
Glickenhaus & Co. March 1993 - May 1994
Skills
Securities, Series 7, Equities, Financial Risk, Hedge Funds, Spanish, Risk Management, Capital Markets, Portfolio Management, Investment Management, Fixed Income, Banking, Management, Options, Private Banking, Leadership, Analysis, Wealth Management, Branch Supervision, Compliance
Education
Muhlenberg College 1984 — 1988
BA, Communications/Economics
Geoffrey Stern's Donaldson, Lufkin & Jenrette Experience 1981 - 2000
Job President at Muirfield Capital Management
Industry Investment Management
Experience
Muirfield Capital Management March 2001 - Present
Donaldson Lufkin & Jenrette 1981 - 2000
Education
Haverford College
UCLA Anderson School of Management
Muirfield Capital Management March 2001 - Present
Donaldson Lufkin & Jenrette 1981 - 2000
Education
Haverford College
UCLA Anderson School of Management
Edward Jones
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ
Swiss Bank Corporation