Donaldson, Lufkin & Jenrette (DLJ)
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, NY Number of employees: 11,300 Type of business: Corporation
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Donaldson, Lufkin & Jenrette (DLJ) Employees
Employee
Years
Job
Industry
Joseph Bernardo Joseph Bernardo's Donaldson, Lufkin & Jenrette (DLJ) Experience May 1987 - March 1988
Job Executive Director at Morgan Stanley
Industry Information Technology and Services
Experience
Morgan Stanley September 2014 - Present
HP August 2012 - September 2014
HP February 2012 - September 2014
HP May 2010 - September 2014
Vitech Systems Group, Inc. April 2003 - May 2010
Citigroup, Inc. August 1999 - April 2003
BASF Corporation March 1991 - August 1999
AT&T April 1990 - March 1991
Thomas J. Lipton Co. March 1988 - April 1990
Donaldson, Lufkin & Jenrette (DLJ) May 1987 - March 1988
Skills
Project Management, Business Intelligence, Business Analysis, SQL, Data Warehousing, Program Management, Requirements Analysis, ITIL, Microsoft SQL Server, Enterprise Architecture, Change Management, Integration, IT Strategy, SDLC, Solution Architecture
Education
Fairleigh Dickinson University 1988 — 1992
Master of Science (M.S.), Management Information Systems
Ramapo College of NJ 1983 — 1987
Bachelor of Science (B.S.), Computer Science
Morgan Stanley September 2014 - Present
HP August 2012 - September 2014
HP February 2012 - September 2014
HP May 2010 - September 2014
Vitech Systems Group, Inc. April 2003 - May 2010
Citigroup, Inc. August 1999 - April 2003
BASF Corporation March 1991 - August 1999
AT&T April 1990 - March 1991
Thomas J. Lipton Co. March 1988 - April 1990
Donaldson, Lufkin & Jenrette (DLJ) May 1987 - March 1988
Skills
Project Management, Business Intelligence, Business Analysis, SQL, Data Warehousing, Program Management, Requirements Analysis, ITIL, Microsoft SQL Server, Enterprise Architecture, Change Management, Integration, IT Strategy, SDLC, Solution Architecture
Education
Fairleigh Dickinson University 1988 — 1992
Master of Science (M.S.), Management Information Systems
Ramapo College of NJ 1983 — 1987
Bachelor of Science (B.S.), Computer Science
Michael J. Harbut Michael J. Harbut's Donaldson, Lufkin & Jenrette (DLJ) Experience February 1997 - September 1999
Job Sales Director at Mcgladrey
Industry Management Consulting
Experience
McGladrey July 2013 - Present
Healthbox Accelerator 2013 - Present
NTEC - North Texas Enterprise Center 2011 - 2014
BDR Research (Black Diamond Research) 2004 - 2011
Lehman Brothers 2001 - 2002
Salomon SmithBarney September 1999 - 2002
Donaldson, Lufkin & Jenrette (DLJ) February 1997 - September 1999
Education
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2012
Master of Business Administration (M.B.A.)
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Master of Science in Accounting (M.S.A)
Boston University 1993 — 1997
Bachelor's Degree, Geography
Harvard Extension School
Swedish Language and Literature
University of Detroit Jesuit High School
Diploma
Sannarpsgymnasiet
McGladrey July 2013 - Present
Healthbox Accelerator 2013 - Present
NTEC - North Texas Enterprise Center 2011 - 2014
BDR Research (Black Diamond Research) 2004 - 2011
Lehman Brothers 2001 - 2002
Salomon SmithBarney September 1999 - 2002
Donaldson, Lufkin & Jenrette (DLJ) February 1997 - September 1999
Education
University of Texas at Dallas - Naveen Jindal School of Management 2010 — 2012
Master of Business Administration (M.B.A.)
University of Texas at Dallas - Naveen Jindal School of Management 2012 — 2014
Master of Science in Accounting (M.S.A)
Boston University 1993 — 1997
Bachelor's Degree, Geography
Harvard Extension School
Swedish Language and Literature
University of Detroit Jesuit High School
Diploma
Sannarpsgymnasiet
Don Pfail Don Pfail's Donaldson, Lufkin & Jenrette (DLJ) Experience 1997 - 2001
Job Internal Audit Director, Regulatory and Compliance Professional, Certified Public Accountant
Industry Financial Services
Experience
Keefe, Bruyette & Woods (KBW) March 2007 - June 2013
DLJ CSFB 2001 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1997 - 2001
Donaldson, Lufkin & Jenrette 1986 - 1997
Bankers Trust/Deutsche Bank 1985 - 1986
Merrill Lynch 1983 - 1985
KPMG Main Hurdman 1977 - 1983
Skills
Investment Banking, Brokerage, Commercial Banking, SOX, Auditing, Internal Controls, Internal Audit, Retail Banking, US GAAP, IFRS, GAAP, Audit, Compliance, Enterprise Risk..., Sarbanes-Oxley Act, Insurance, Valuation, Financial Modeling, Corporate Finance, Banking, Financial Risk, Financial Audits, Finance, Series 63, External Audit, Investments, Due Diligence, Financial Analysis, Accounting, Securities, CPA, Capital Markets, Financial Reporting, Corporate Governance, IT Audit, Private Equity, AML, Mergers & Acquisitions, Strategic Financial..., Financial Services, Asset Management, Sarbanes-Oxley, Financial Institutions, Risk Management, Hedge Funds, Equities, COSO, Fixed Income, Budgets, Tax
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Accounting
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Administration
Christ the King HS
First Honors
Keefe, Bruyette & Woods (KBW) March 2007 - June 2013
DLJ CSFB 2001 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1997 - 2001
Donaldson, Lufkin & Jenrette 1986 - 1997
Bankers Trust/Deutsche Bank 1985 - 1986
Merrill Lynch 1983 - 1985
KPMG Main Hurdman 1977 - 1983
Skills
Investment Banking, Brokerage, Commercial Banking, SOX, Auditing, Internal Controls, Internal Audit, Retail Banking, US GAAP, IFRS, GAAP, Audit, Compliance, Enterprise Risk..., Sarbanes-Oxley Act, Insurance, Valuation, Financial Modeling, Corporate Finance, Banking, Financial Risk, Financial Audits, Finance, Series 63, External Audit, Investments, Due Diligence, Financial Analysis, Accounting, Securities, CPA, Capital Markets, Financial Reporting, Corporate Governance, IT Audit, Private Equity, AML, Mergers & Acquisitions, Strategic Financial..., Financial Services, Asset Management, Sarbanes-Oxley, Financial Institutions, Risk Management, Hedge Funds, Equities, COSO, Fixed Income, Budgets, Tax
Education
Saint John's University - Peter J. Tobin College of Business
MBA, Accounting
City University of New York-Baruch College - Zicklin School of Business
BBA, Business Administration
Christ the King HS
First Honors
Shane Goodwin's Donaldson, Lufkin & Jenrette (DLJ) Experience 1999 - 2000
Job Investment Banker & Adjunct Professor of Finance (Visiting Research Scholar and Executive in Residence)
Industry Investment Banking
Experience
The University of Texas at Dallas January 2013 - Present
Argus Capital Partners 2009 - Present
Wells Fargo Securities 2010 - 2015
Goldman, Sachs & Co. 2006 - 2009
Citigroup Corporate and Investment Bank 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1999 - 2000
GE Capital 1995 - 1999
Skills
Capital Markets, Private Equity, Mergers, Corporate Governance, Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Acquisitions, Financial Analysis, Fixed Income, Investments, Leadership, Entrepreneurship, Finance, Restructuring, LBO, Corporate Finance, Corporate Law, Venture Capital, Equities, Banking, Capital, Corporate Development, Capital Raising, M&A experience, Financial Structuring, Structured Finance, Due Diligence, Leveraged Finance, Private Placements, Bonds, Business Valuation, Alternative Investments, IPO, Investor Relations, Portfolio Management, Equity Research, Emerging Markets, Asset Management, Hedge Funds, Equity Valuation, Capital Structure, Securities, DCF, Debt Restructuring, Bloomberg, Equity Capital Markets
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance
The University of Chicago Booth School of Business
Graduate Studies, Economics
Oklahoma State University - Spears School of Business
Doctor of Philosophy (Ph.D.), Business Administration, Finance
The University of Tulsa - Collins College of Business
Bachelor of Business Administration (BBA), Business
The University of Texas at Dallas January 2013 - Present
Argus Capital Partners 2009 - Present
Wells Fargo Securities 2010 - 2015
Goldman, Sachs & Co. 2006 - 2009
Citigroup Corporate and Investment Bank 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1999 - 2000
GE Capital 1995 - 1999
Skills
Capital Markets, Private Equity, Mergers, Corporate Governance, Business Development, Strategy, Investment Banking, Mergers & Acquisitions, Financial Modeling, Valuation, Acquisitions, Financial Analysis, Fixed Income, Investments, Leadership, Entrepreneurship, Finance, Restructuring, LBO, Corporate Finance, Corporate Law, Venture Capital, Equities, Banking, Capital, Corporate Development, Capital Raising, M&A experience, Financial Structuring, Structured Finance, Due Diligence, Leveraged Finance, Private Placements, Bonds, Business Valuation, Alternative Investments, IPO, Investor Relations, Portfolio Management, Equity Research, Emerging Markets, Asset Management, Hedge Funds, Equity Valuation, Capital Structure, Securities, DCF, Debt Restructuring, Bloomberg, Equity Capital Markets
Education
Northwestern University - Kellogg School of Management
Master of Business Administration (M.B.A.), Finance
The University of Chicago Booth School of Business
Graduate Studies, Economics
Oklahoma State University - Spears School of Business
Doctor of Philosophy (Ph.D.), Business Administration, Finance
The University of Tulsa - Collins College of Business
Bachelor of Business Administration (BBA), Business
Gary Bonhiver Gary Bonhiver's Donaldson, Lufkin & Jenrette (DLJ) Experience August 1995 - October 2000
Job Principal Database Architect at SunGard Capital Markets
Industry Financial Services
Experience
SunGard Capital Markets August 2004 - Present
SunGard August 2004 - Present
Credit Suisse First Boston January 2003 - August 2004
Credit Suisse First Boston November 2000 - December 2002
Donaldson, Lufkin & Jenrette (DLJ) August 1995 - October 2000
International Tandem Users Group (ITUG) 1996 - 1999
Pitney Bowes December 1994 - December 1995
NYNEX Computer Services August 1994 - July 1995
Ameritech September 1994 - December 1994
Cellnet June 1994 - August 1994
Skills
Sybase, Oracle, DB2, MySQL, PostgreSQL, Access, SQL, Database Design, Data Warehousing, High Availability, Data Modeling, Disaster Recovery, Microsoft SQL Server, Performance Tuning, Architecture, SDLC, SOA, NonStop SQL, HP NonStop, SQL/MP, Parallel Processing, Requirements Analysis, Program Management, Architectures, COBOL, Software Project..., Unix, Testing, Integration, Servers, Security, Enterprise Architecture, Software Development, Agile Methodologies, System Architecture, ETL, Databases, Linux, Unix Shell Scripting, Data Migration, Solaris
Education
University of California, Berkeley 1975 — 1979
Computer Science
SunGard Capital Markets August 2004 - Present
SunGard August 2004 - Present
Credit Suisse First Boston January 2003 - August 2004
Credit Suisse First Boston November 2000 - December 2002
Donaldson, Lufkin & Jenrette (DLJ) August 1995 - October 2000
International Tandem Users Group (ITUG) 1996 - 1999
Pitney Bowes December 1994 - December 1995
NYNEX Computer Services August 1994 - July 1995
Ameritech September 1994 - December 1994
Cellnet June 1994 - August 1994
Skills
Sybase, Oracle, DB2, MySQL, PostgreSQL, Access, SQL, Database Design, Data Warehousing, High Availability, Data Modeling, Disaster Recovery, Microsoft SQL Server, Performance Tuning, Architecture, SDLC, SOA, NonStop SQL, HP NonStop, SQL/MP, Parallel Processing, Requirements Analysis, Program Management, Architectures, COBOL, Software Project..., Unix, Testing, Integration, Servers, Security, Enterprise Architecture, Software Development, Agile Methodologies, System Architecture, ETL, Databases, Linux, Unix Shell Scripting, Data Migration, Solaris
Education
University of California, Berkeley 1975 — 1979
Computer Science
Benny Rubino Benny Rubino's Donaldson, Lufkin & Jenrette (DLJ) Experience 1987 - 1997
Job Assistant Vice President at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch ContractorIBM1998 - Present
Merrill Lynch 2000 - 2009
Donaldson, Lufkin & Jenrette February 1990 - July 2000
Donaldson, Lufkin & Jenrette (DLJ) 1987 - 1997
Crocker Bank Int'l 1984 - 1990
Education
City University of New York-Brooklyn College 1974 — 1980
anthropology, anthro, comp psych
Merrill Lynch ContractorIBM1998 - Present
Merrill Lynch 2000 - 2009
Donaldson, Lufkin & Jenrette February 1990 - July 2000
Donaldson, Lufkin & Jenrette (DLJ) 1987 - 1997
Crocker Bank Int'l 1984 - 1990
Education
City University of New York-Brooklyn College 1974 — 1980
anthropology, anthro, comp psych
Justin A. Brownhill Justin A. Brownhill's Donaldson, Lufkin & Jenrette (DLJ) Experience 1998 - 2001
Job Financial Services / Technology Industry Advisor
Industry Financial Services
Experience
SenaHill Partners, LP January 2013 - Present
JAB Advisors, Inc. September 2006 - Present
The Receivables Exchange, LLC April 2007 - October 2012
The New Orleans Exchange, Inc. April 2007 - October 2012
Citigroup, Inc. April 2002 - August 2006
Lava Trading, Inc. April 2002 - August 2004
Donaldson, Lufkin & Jenrette (DLJ) 1998 - 2001
UBS Investment Bank 1995 - 1998
Salomon Brothers Inc. 1994 - 1995
Skills
Capital Markets, Trading Systems, Trading, Hedge Funds, Financial Markets, Financial Services, Electronic Trading, Mergers, Financial Modeling, Risk Management, Investment Banking, Executive Performance, Start-ups, Valuation, Private Equity, Merchant Banking, Trading Software, Investments, Leadership, Executive Management, Strategic Advisory, M&A, Strategy, Financial Systems Design, Operational Oversight, Innovativeness, Start-up Leadership, Financial Technology, Venture Capital, Securities, Finance, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, FX trading, Equities, Product Management, Fixed Income, Structured Finance, Derivatives, Portfolio Management, IPO, Options, Equity Trading, Alternative Investments, Bloomberg, M&A experience, Equity Research, E-commerce, Proprietary Trading
Education
The University of Calgary 1989 — 1994
BCOMM with distinction, Major in Finance from the Faculty of Management, Alberta, Canada
Tiffin Boys' Gramar School 1982 — 1988
London, UK
SenaHill Partners, LP January 2013 - Present
JAB Advisors, Inc. September 2006 - Present
The Receivables Exchange, LLC April 2007 - October 2012
The New Orleans Exchange, Inc. April 2007 - October 2012
Citigroup, Inc. April 2002 - August 2006
Lava Trading, Inc. April 2002 - August 2004
Donaldson, Lufkin & Jenrette (DLJ) 1998 - 2001
UBS Investment Bank 1995 - 1998
Salomon Brothers Inc. 1994 - 1995
Skills
Capital Markets, Trading Systems, Trading, Hedge Funds, Financial Markets, Financial Services, Electronic Trading, Mergers, Financial Modeling, Risk Management, Investment Banking, Executive Performance, Start-ups, Valuation, Private Equity, Merchant Banking, Trading Software, Investments, Leadership, Executive Management, Strategic Advisory, M&A, Strategy, Financial Systems Design, Operational Oversight, Innovativeness, Start-up Leadership, Financial Technology, Venture Capital, Securities, Finance, Corporate Finance, Entrepreneurship, Mergers & Acquisitions, FX trading, Equities, Product Management, Fixed Income, Structured Finance, Derivatives, Portfolio Management, IPO, Options, Equity Trading, Alternative Investments, Bloomberg, M&A experience, Equity Research, E-commerce, Proprietary Trading
Education
The University of Calgary 1989 — 1994
BCOMM with distinction, Major in Finance from the Faculty of Management, Alberta, Canada
Tiffin Boys' Gramar School 1982 — 1988
London, UK
David DeRuff David DeRuff's Donaldson, Lufkin & Jenrette (DLJ) Experience June 1999 - October 2000
Job Partner at DBO Partners
Industry Investment Banking
Experience
Dean Bradley Osborne April 2015 - Present
The Presidio Group LLC April 2011 - April 2015
FBR Capital Markets March 2008 - June 2010
East Peak Advisors January 2002 - March 2008
Donaldson, Lufkin & Jenrette (DLJ) June 1999 - October 2000
Banc of America Securities 1999 - 1999
Montgomery Securities (BofA Securities) 1987 - 1999
Morgan Stanley 1984 - 1986
Skills
Investment Banking, Corporate Finance, Valuation, Business Strategy, Entrepreneurship, Mergers
Education
Harvard Business School 1986 — 1988
MBA
University of California, Berkeley 1979 — 1983
B.S.
University of California, Berkeley, Haas School of Business 1979 — 1983
BS
Dean Bradley Osborne April 2015 - Present
The Presidio Group LLC April 2011 - April 2015
FBR Capital Markets March 2008 - June 2010
East Peak Advisors January 2002 - March 2008
Donaldson, Lufkin & Jenrette (DLJ) June 1999 - October 2000
Banc of America Securities 1999 - 1999
Montgomery Securities (BofA Securities) 1987 - 1999
Morgan Stanley 1984 - 1986
Skills
Investment Banking, Corporate Finance, Valuation, Business Strategy, Entrepreneurship, Mergers
Education
Harvard Business School 1986 — 1988
MBA
University of California, Berkeley 1979 — 1983
B.S.
University of California, Berkeley, Haas School of Business 1979 — 1983
BS
Mary DeLuca * Executive Resume Writer's Donaldson, Lufkin & Jenrette (DLJ) Experience June 1982 - March 1993
Job #1 Recommended Best Executive Resume Writer & Best Executive Resume Services for Finance & Wall St Executives
Industry Writing and Editing
Experience
Preferred Resume Group, LLC (212) 220.2587 / (239) 228.6284 / (516) 754.1433 May 2007 - Present
R.W. Pressprich March 2005 - September 2007
Merrill Lynch June 2004 - March 2005
Cosmopolitan Coach June 1993 - December 2003
Donaldson, Lufkin & Jenrette (DLJ) June 1982 - March 1993
Skills
Resume Writing, C-Level Resumes, Executive Resume Writer, Wall Street Resumes, Resumes for Finance..., LinkedIn Profiling, Cover Letters, Personal Branding, Career Services, Interview Preparation, Customer Satisfaction, Job Search, Career Counseling, Resume Critique
Education
Cornell University
Certification, Financial Management
College for Financial Planning
CMFC* (Inactive), Chartered Mutual Fund Counselor
Preferred Resume Group, LLC (212) 220.2587 / (239) 228.6284 / (516) 754.1433 May 2007 - Present
R.W. Pressprich March 2005 - September 2007
Merrill Lynch June 2004 - March 2005
Cosmopolitan Coach June 1993 - December 2003
Donaldson, Lufkin & Jenrette (DLJ) June 1982 - March 1993
Skills
Resume Writing, C-Level Resumes, Executive Resume Writer, Wall Street Resumes, Resumes for Finance..., LinkedIn Profiling, Cover Letters, Personal Branding, Career Services, Interview Preparation, Customer Satisfaction, Job Search, Career Counseling, Resume Critique
Education
Cornell University
Certification, Financial Management
College for Financial Planning
CMFC* (Inactive), Chartered Mutual Fund Counselor
Daniel Scotto Daniel Scotto's Donaldson, Lufkin & Jenrette (DLJ) Experience January 1989 - January 1993
Job President & Chief Investment Officer at Whitehall Financial Advisors LLC
Industry Financial Services
Experience
Whitehall Financial Advisors LLC President & Chief Investment OfficerWhitehall Financial Advisors LLCOctober 2002 - Present
Whitehall Financial Advisors LLC January 2002 - January 2009
BNP Paribas March 1999 - December 2001
Bear Stearns January 1993 - June 1998
Donaldson, Lufkin & Jenrette (DLJ) January 1989 - January 1993
Standard & Poor's (S&P) 1977 - October 1982
Education
Pace University - Lubin School of Business 1974 — 1976
MBA, Finance & Business Administration
St. Francis College 1970 — 1974
BS, Finance & Business Administration
Whitehall Financial Advisors LLC President & Chief Investment OfficerWhitehall Financial Advisors LLCOctober 2002 - Present
Whitehall Financial Advisors LLC January 2002 - January 2009
BNP Paribas March 1999 - December 2001
Bear Stearns January 1993 - June 1998
Donaldson, Lufkin & Jenrette (DLJ) January 1989 - January 1993
Standard & Poor's (S&P) 1977 - October 1982
Education
Pace University - Lubin School of Business 1974 — 1976
MBA, Finance & Business Administration
St. Francis College 1970 — 1974
BS, Finance & Business Administration
Eric Woodward's Donaldson, Lufkin & Jenrette (DLJ) Experience 1998 - 2000
Job Chief Corporate Development Officer at Early Warning Services
Industry Venture Capital & Private Equity
Experience
Early Warning Services May 2009 - Present
Bank of America Merrill Lynch January 2003 - May 2009
Credit Suisse, First Boston (CSFB) 2000 - 2002
Donaldson, Lufkin & Jenrette (DLJ) 1998 - 2000
Chiron 1996 - 1998
Arthur Andersen 1992 - 1996
Skills
Financial Services, Software, Real Estate, Private Equity, Investment Banking, Corporate Finance, Mergers, Equities, Venture Capital, Corporate Development, Strategic Financial..., Management, Mergers & Acquisitions, Leadership, Executive Management, Strategy, Fraud Detection, Cards, Risk Management, Financial Risk, New Business Development, Retail Banking, Payments, Start-ups, Portfolio Management
Education
Haas School of Business, UC Berkeley 1996 — 1998
MBA, Finance
Leeds Business School 1988 — 1992
BS, Accounting & Finance
Early Warning Services May 2009 - Present
Bank of America Merrill Lynch January 2003 - May 2009
Credit Suisse, First Boston (CSFB) 2000 - 2002
Donaldson, Lufkin & Jenrette (DLJ) 1998 - 2000
Chiron 1996 - 1998
Arthur Andersen 1992 - 1996
Skills
Financial Services, Software, Real Estate, Private Equity, Investment Banking, Corporate Finance, Mergers, Equities, Venture Capital, Corporate Development, Strategic Financial..., Management, Mergers & Acquisitions, Leadership, Executive Management, Strategy, Fraud Detection, Cards, Risk Management, Financial Risk, New Business Development, Retail Banking, Payments, Start-ups, Portfolio Management
Education
Haas School of Business, UC Berkeley 1996 — 1998
MBA, Finance
Leeds Business School 1988 — 1992
BS, Accounting & Finance
Stephen N Cannon's Donaldson, Lufkin & Jenrette (DLJ) Experience March 1994 - August 2000
Job Partner, Head of China at RedBridge Group
Industry Investment Banking
Experience
RedBridge Group April 2010 - Present
Hambrecht Asia Acquisition Corp. June 2007 - March 2010
Fortune 8 Ventures December 2008 - February 2010
Global Access Capital August 2008 - December 2008
WR Hambrecht August 2005 - May 2008
Ackrell & Co November 2003 - June 2005
ABN-Amro August 2000 - April 2002
Donaldson, Lufkin & Jenrette (DLJ) March 1994 - August 2000
Salomon Brothers / Smith Barney August 1991 - March 1994
Skills
IPO, Gulf, Investment Banking, Mergers, Restructuring, Private Placements, Private Equity, Capital Markets, Corporate Development, Valuation, Equities, Venture Capital, Corporate Finance, Financial Modeling, Asset Managment, Due Diligence, Financial Structuring, Portfolio Management, Investments, Capital Raising, Emerging Markets, Project Finance, Mergers & Acquisitions
Education
University of Notre Dame 1986 — 1991
BS Engineering, Mechanical Engineering
University of Notre Dame 1986 — 1991
BA, Economics
Université catholique de l'Ouest 1988 — 1989
n/a, Year of Study Abroad
RedBridge Group April 2010 - Present
Hambrecht Asia Acquisition Corp. June 2007 - March 2010
Fortune 8 Ventures December 2008 - February 2010
Global Access Capital August 2008 - December 2008
WR Hambrecht August 2005 - May 2008
Ackrell & Co November 2003 - June 2005
ABN-Amro August 2000 - April 2002
Donaldson, Lufkin & Jenrette (DLJ) March 1994 - August 2000
Salomon Brothers / Smith Barney August 1991 - March 1994
Skills
IPO, Gulf, Investment Banking, Mergers, Restructuring, Private Placements, Private Equity, Capital Markets, Corporate Development, Valuation, Equities, Venture Capital, Corporate Finance, Financial Modeling, Asset Managment, Due Diligence, Financial Structuring, Portfolio Management, Investments, Capital Raising, Emerging Markets, Project Finance, Mergers & Acquisitions
Education
University of Notre Dame 1986 — 1991
BS Engineering, Mechanical Engineering
University of Notre Dame 1986 — 1991
BA, Economics
Université catholique de l'Ouest 1988 — 1989
n/a, Year of Study Abroad
Ajit Nadgir's Donaldson, Lufkin & Jenrette (DLJ) Experience 1996 - 2000
Job VP DBA Manager at Societe Generale
Industry Financial Services
Experience
Societe Generale December 2008 - Present
Société Générale Corporate and Investment Banking 2008 - Present
Lehman Brothers July 2001 - December 2008
Barclays Capital 2008 - 2008
Credit Suisse First Boston 2000 - 2001
Compunnel Software Group 1994 - 2001
DLJ 1996 - 2000
Donaldson, Lufkin & Jenrette (DLJ) 1996 - 2000
Skills
Sybase, Data Warehousing, Unix, SDLC, Performance Tuning, Investment Banking, Trading Systems, SQL, Disaster Recovery, Market Data, Business Analysis, Databases, Cloud Computing, Oracle, High Availability, Microsoft SQL Server, ITIL, Storage, Solaris, Servers, Integration, Security, Linux, Data Center
Education
Colorado Technical University 2005 — 2006
MS, Information Technology Management
Bangalore University 1988 — 1992
Bachelor of Engineering, Electronics and Communications
SSPHS
Societe Generale December 2008 - Present
Société Générale Corporate and Investment Banking 2008 - Present
Lehman Brothers July 2001 - December 2008
Barclays Capital 2008 - 2008
Credit Suisse First Boston 2000 - 2001
Compunnel Software Group 1994 - 2001
DLJ 1996 - 2000
Donaldson, Lufkin & Jenrette (DLJ) 1996 - 2000
Skills
Sybase, Data Warehousing, Unix, SDLC, Performance Tuning, Investment Banking, Trading Systems, SQL, Disaster Recovery, Market Data, Business Analysis, Databases, Cloud Computing, Oracle, High Availability, Microsoft SQL Server, ITIL, Storage, Solaris, Servers, Integration, Security, Linux, Data Center
Education
Colorado Technical University 2005 — 2006
MS, Information Technology Management
Bangalore University 1988 — 1992
Bachelor of Engineering, Electronics and Communications
SSPHS
Adam. Daccordo's Donaldson, Lufkin & Jenrette (DLJ) Experience 1995 - 2000
Job Executive Director
Industry Investment Banking
Experience
JP Morgan Chase May 2005 - Present
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette (DLJ) 1995 - 2000
Skills
Trading Systems
Education
Duke University 1984 — 1988
Bachelor of Science (B.S.)
JP Morgan Chase May 2005 - Present
Credit Suisse 2001 - 2005
Donaldson, Lufkin & Jenrette (DLJ) 1995 - 2000
Skills
Trading Systems
Education
Duke University 1984 — 1988
Bachelor of Science (B.S.)
William Horning's Donaldson, Lufkin & Jenrette (DLJ) Experience 1993 - 1997
Job VP at Credit Suisse
Industry Financial Services
Experience
Credit Suisse June 1993 - Present
Dolandson Lufkin and Jenertte June 1993 - August 2000
Donaldson, Lufkin & Jenrette 1993 - 2000
Donaldson, Lufkin & Jenrette (DLJ) 1993 - 1997
Salomon Brothers 1979 - 1992
Skills
Prime Brokerage, Fixed Income, Middle Office, Trading Systems, Investment Banking, Capital Markets, Reference Data, Market Data, Back Office, Equities, Derivatives, Equity Derivatives, Credit Derivatives, Electronic Trading, FX Options, Sybase, Swaps, Hedge Funds, Securities Lending, Structured Products, Trading, Equity Trading, Financial Markets, Collateral Management, Interest Rate..., Bloomberg, Settlement, Securities, Options, Bonds, Asset Managment, Operational Risk, Foreign Exchange, Exchange Connectivity, Portfolio Management, Alternative Investments, Low Latency, Financial Risk, Corporate Actions, Commodity, Banking, Emerging Markets, Money Market, Autosys, Private Equity, Basel II, Financial Services, Private Banking, Market Risk, Product Control
Education
State University of New York - System 1972 — 1976
Asso, IT
Credit Suisse June 1993 - Present
Dolandson Lufkin and Jenertte June 1993 - August 2000
Donaldson, Lufkin & Jenrette 1993 - 2000
Donaldson, Lufkin & Jenrette (DLJ) 1993 - 1997
Salomon Brothers 1979 - 1992
Skills
Prime Brokerage, Fixed Income, Middle Office, Trading Systems, Investment Banking, Capital Markets, Reference Data, Market Data, Back Office, Equities, Derivatives, Equity Derivatives, Credit Derivatives, Electronic Trading, FX Options, Sybase, Swaps, Hedge Funds, Securities Lending, Structured Products, Trading, Equity Trading, Financial Markets, Collateral Management, Interest Rate..., Bloomberg, Settlement, Securities, Options, Bonds, Asset Managment, Operational Risk, Foreign Exchange, Exchange Connectivity, Portfolio Management, Alternative Investments, Low Latency, Financial Risk, Corporate Actions, Commodity, Banking, Emerging Markets, Money Market, Autosys, Private Equity, Basel II, Financial Services, Private Banking, Market Risk, Product Control
Education
State University of New York - System 1972 — 1976
Asso, IT
Jeremy Parker's Donaldson, Lufkin & Jenrette (DLJ) Experience June 1997 - June 1999
Job Managing Director, CoHead of Aerospace, Defense & Technology at Sagent Advisors
Industry Investment Banking
Experience
Sagent Advisors June 2013 - Present
Gleacher & Company (Previously Gleacher Partners) March 2007 - June 2013
Science Applications International Corporation (SAIC) August 2001 - March 2007
Donaldson, Lufkin & Jenrette (DLJ) June 1997 - June 1999
Skills
Mergers, Investment Banking, Government, Financial Modeling, Financial Analysis, Valuation
Education
Stanford University Graduate School of Business 1999 — 2001
MBA, Business
Georgetown University 1993 — 1997
BA, Economics, Finance/Accounting, Psychology
Sagent Advisors June 2013 - Present
Gleacher & Company (Previously Gleacher Partners) March 2007 - June 2013
Science Applications International Corporation (SAIC) August 2001 - March 2007
Donaldson, Lufkin & Jenrette (DLJ) June 1997 - June 1999
Skills
Mergers, Investment Banking, Government, Financial Modeling, Financial Analysis, Valuation
Education
Stanford University Graduate School of Business 1999 — 2001
MBA, Business
Georgetown University 1993 — 1997
BA, Economics, Finance/Accounting, Psychology
Adam Portnoy's Donaldson, Lufkin & Jenrette (DLJ) Experience 1993 - 1997
Job President & CEO at Reit Management & Research
Industry Real Estate
Experience
Reit Management & Research September 2003 - Present
World Bank 2001 - 2003
Donaldson, Lufkin & Jenrette (DLJ) 1993 - 1997
Donaldson, Lufkin, & Jenrette 1993 - 1996
Skills
Emerging Markets, Project Finance, Private Equity, Due Diligence, Investments, Valuation, Financial Modeling, Investment Management, Corporate Finance, Investor Relations, Asset Managment, Portfolio Management, Investment Banking, Financial Analysis, Mergers, Finance, Joint Ventures, Restructuring, Capital Markets, Corporate Governance
Education
Occidental College 1989 — 1993
Bachelor's degree, Public Policy
Reit Management & Research September 2003 - Present
World Bank 2001 - 2003
Donaldson, Lufkin & Jenrette (DLJ) 1993 - 1997
Donaldson, Lufkin, & Jenrette 1993 - 1996
Skills
Emerging Markets, Project Finance, Private Equity, Due Diligence, Investments, Valuation, Financial Modeling, Investment Management, Corporate Finance, Investor Relations, Asset Managment, Portfolio Management, Investment Banking, Financial Analysis, Mergers, Finance, Joint Ventures, Restructuring, Capital Markets, Corporate Governance
Education
Occidental College 1989 — 1993
Bachelor's degree, Public Policy
Michele Dragonetti's Donaldson, Lufkin & Jenrette (DLJ) Experience 1993 - 2000
Job Executive Director at TD Bank
Industry Financial Services
Experience
TD Bank 2012 - Present
Apidos Capital 2006 - 2012
Credit Suisse 2000 - 2005
Donaldson, Lufkin & Jenrette (DLJ) 1993 - 2000
Skills
Fixed Income, Capital Markets, Credit Risk, Derivatives, Equities, Hedge Funds, Investment Banking, Investments, Loans, Leveraged Finance, Portfolio Management, Bloomberg, Valuation, Bonds, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
University of Central Florida 1990 — 1992
Bachelors, English, Business
Hofstra University 1987 — 1989
English
TD Bank 2012 - Present
Apidos Capital 2006 - 2012
Credit Suisse 2000 - 2005
Donaldson, Lufkin & Jenrette (DLJ) 1993 - 2000
Skills
Fixed Income, Capital Markets, Credit Risk, Derivatives, Equities, Hedge Funds, Investment Banking, Investments, Loans, Leveraged Finance, Portfolio Management, Bloomberg, Valuation, Bonds, Structured Finance
Education
New York University - Leonard N. Stern School of Business 1996 — 1999
MBA, Finance
University of Central Florida 1990 — 1992
Bachelors, English, Business
Hofstra University 1987 — 1989
English
Dan Mackell's Donaldson, Lufkin & Jenrette (DLJ) Experience 1987 - 1999
Job Managing Director & Head Restructuring Group at Headwaters MB
Industry Investment Banking
Experience
Headwaters MB (and Legacy Ptrs &Co.) November 2010 - Present
Cottage Capital, LLC and Legacy Ptrs & Co February 2008 - November 2011
Marathon Asset Management February 2004 - January 2008
Donaldson, Lufkin & Jenrette (DLJ) 1987 - 1999
Manufacturers Hanover Trust 1979 - 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
American School-Rio de Janeiro
HS
Georgetown University
BA, Economics and Portuguese
Headwaters MB (and Legacy Ptrs &Co.) November 2010 - Present
Cottage Capital, LLC and Legacy Ptrs & Co February 2008 - November 2011
Marathon Asset Management February 2004 - January 2008
Donaldson, Lufkin & Jenrette (DLJ) 1987 - 1999
Manufacturers Hanover Trust 1979 - 1985
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance
American School-Rio de Janeiro
HS
Georgetown University
BA, Economics and Portuguese
Vinny Hau's Donaldson, Lufkin & Jenrette (DLJ) Experience 1990 - 2006
Job DBA at Brown Brothers Harriman
Industry Financial Services
Experience
Brown Brothers Harriman June 2008 - Present
Morgan Stanley September 2006 - June 2008
Credit Suisse 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1990 - 2006
DLJ 1990 - 2006
Donaldson, Lufkin & Jenrette 1990 - 2006
Skills
Trading Systems
Education
Rochester Institute of Technology 1977 — 1982
Bachelor of Science (B.S.), Computer Science
Brown Brothers Harriman June 2008 - Present
Morgan Stanley September 2006 - June 2008
Credit Suisse 2000 - 2006
Donaldson, Lufkin & Jenrette (DLJ) 1990 - 2006
DLJ 1990 - 2006
Donaldson, Lufkin & Jenrette 1990 - 2006
Skills
Trading Systems
Education
Rochester Institute of Technology 1977 — 1982
Bachelor of Science (B.S.), Computer Science
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ