Donaldson Lufkin and 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, NY Number of employees: 11,300 Type of business: Corporation
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Donaldson Lufkin and Jenrette Employees
Employee
Years
Job
Industry
Bill Payne Bill Payne's Donaldson Lufkin and Jenrette Experience September 1993 - October 2000
Job
Industry Investment Management
Experience
Druid Hills Capital, LLC January 2006 - Present
Morgan Stanley Private Wealth Management June 2010 - June 2011
Bluffview Capital, LP February 2001 - December 2005
CSFB September 2000 - September 2001
Donaldson, Lufkin and Jenrette September 1993 - October 2000
Arthur Andersen 1988 - 1991
Skills
Hedge Funds, Equities, Investment Banking, Alternative Investments, Investments, Capital Markets, Valuation, Asset Managment, Financial Modeling, Venture Capital, Mergers, Wealth Management, Private Equity, High Net Worth..., Mergers, Asset Management, Due Diligence, Financial Analysis, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA
Washington and Lee University 1984 — 1988
Bachelor of Science (BS)
Druid Hills Capital, LLC January 2006 - Present
Morgan Stanley Private Wealth Management June 2010 - June 2011
Bluffview Capital, LP February 2001 - December 2005
CSFB September 2000 - September 2001
Donaldson, Lufkin and Jenrette September 1993 - October 2000
Arthur Andersen 1988 - 1991
Skills
Hedge Funds, Equities, Investment Banking, Alternative Investments, Investments, Capital Markets, Valuation, Asset Managment, Financial Modeling, Venture Capital, Mergers, Wealth Management, Private Equity, High Net Worth..., Mergers, Asset Management, Due Diligence, Financial Analysis, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 1991 — 1993
MBA
Washington and Lee University 1984 — 1988
Bachelor of Science (BS)
Eileen Nelson Eileen Nelson's Donaldson Lufkin and Jenrette Experience May 1997 - September 2000
Job
Industry Financial Services
Experience
Welsh, Carson, Anderson & Stowe April 2012 - Present
FLAG Capital Management, LLC May 2003 - September 2010
Credit Suisse Asset Management September 2000 - May 2003
Donaldson, Lufkin and Jenrette May 1997 - September 2000
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Asset Management, Valuation, Equities, Due Diligence, Venture Capital, Financial Modeling, Capital Markets
Education
Georgetown University 1982 — 1986
BS, Business Administration, Marketing and International Management
Welsh, Carson, Anderson & Stowe April 2012 - Present
FLAG Capital Management, LLC May 2003 - September 2010
Credit Suisse Asset Management September 2000 - May 2003
Donaldson, Lufkin and Jenrette May 1997 - September 2000
Skills
Alternative Investments, Private Equity, Hedge Funds, Investments, Asset Management, Valuation, Equities, Due Diligence, Venture Capital, Financial Modeling, Capital Markets
Education
Georgetown University 1982 — 1986
BS, Business Administration, Marketing and International Management
Patricia Robins Patricia Robins's Donaldson Lufkin and Jenrette Experience January 1995 - January 1996
Job SVP and Managing Director at Sterling National Bank
Industry Financial Services
Experience
Sterling National Bank January 2011 - Present
Morgan Stanley Smith Barney April 2010 - January 2011
Credit Suisse March 2004 - December 2008
Credit Suisse March 2002 - September 2004
Nomura Securities January 1996 - January 2002
DONALDSON, LUFKIN AND JENRETTE January 1995 - January 1996
National Westminster Bank USA January 1992 - January 1994
Middle Market Lending Department January 1989 - January 1990
FIRST NATIONAL BANK OF BOSTON January 1987 - January 1989
SMITH BARNEY HARRIS UPHAM January 1986 - January 1987
Skills
Credit, Credit Analysis, Banking, Loans, Portfolio Management, Credit Risk, Financial Risk, Mortgage Lending, Mortgage Banking, Commercial Banking, Finance, Fixed Income, Due Diligence, Commercial Mortgages, Real Estate, Risk Management, Capital Markets, Loan Origination, Financial Structuring, Structured Finance, Cash Management, Investments, Financial Services, Executive Management, Valuation, Securities, Commercial Lending, Equities
Education
National Westminster Bank Credit Training 1991 — 1992
Le Moyne College 1982 — 1986
BA, Finance
Sterling National Bank January 2011 - Present
Morgan Stanley Smith Barney April 2010 - January 2011
Credit Suisse March 2004 - December 2008
Credit Suisse March 2002 - September 2004
Nomura Securities January 1996 - January 2002
DONALDSON, LUFKIN AND JENRETTE January 1995 - January 1996
National Westminster Bank USA January 1992 - January 1994
Middle Market Lending Department January 1989 - January 1990
FIRST NATIONAL BANK OF BOSTON January 1987 - January 1989
SMITH BARNEY HARRIS UPHAM January 1986 - January 1987
Skills
Credit, Credit Analysis, Banking, Loans, Portfolio Management, Credit Risk, Financial Risk, Mortgage Lending, Mortgage Banking, Commercial Banking, Finance, Fixed Income, Due Diligence, Commercial Mortgages, Real Estate, Risk Management, Capital Markets, Loan Origination, Financial Structuring, Structured Finance, Cash Management, Investments, Financial Services, Executive Management, Valuation, Securities, Commercial Lending, Equities
Education
National Westminster Bank Credit Training 1991 — 1992
Le Moyne College 1982 — 1986
BA, Finance
Sarah Blakemore Sarah Blakemore's Donaldson Lufkin and Jenrette Experience January 1997 - September 1998
Job Real Estate Salesperson
Industry Real Estate
Experience
Douglas Elliman Real Estate September 2014 - Present
High Line Residential August 2013 - September 2014
DEPFA BANK, PLC August 2007 - August 2008
VERSAILLES LEARNING CENTER March 2003 - January 2004
NY PRESS August 2001 - January 2002
SHOWTIME NETWORKS/AT TEMPS June 1999 - August 2000
BROWN BROTHERS HARRIMAN/AT TEMPS February 1999 - May 1999
CANTOR FITZGERALD/AT TEMPS December 1998 - February 1999
DONALDSON, LUFKIN AND JENRETTE January 1997 - September 1998
Skills
Languages, Hindi, Project Management, Writing, Social Media, Management, Fixed Income, Derivatives, Nonprofits, Trading, Project Planning, Marketing, International Trade, Editing, Training, Banking, Press Releases, New Business Development
Education
Marymount Manhattan College 1998 — 2002
B.A, International Studies Major
University of Ghana 2000 — 2001
Bachelor of Arts (BA), Political Science and Law
Douglas Elliman Real Estate September 2014 - Present
High Line Residential August 2013 - September 2014
DEPFA BANK, PLC August 2007 - August 2008
VERSAILLES LEARNING CENTER March 2003 - January 2004
NY PRESS August 2001 - January 2002
SHOWTIME NETWORKS/AT TEMPS June 1999 - August 2000
BROWN BROTHERS HARRIMAN/AT TEMPS February 1999 - May 1999
CANTOR FITZGERALD/AT TEMPS December 1998 - February 1999
DONALDSON, LUFKIN AND JENRETTE January 1997 - September 1998
Skills
Languages, Hindi, Project Management, Writing, Social Media, Management, Fixed Income, Derivatives, Nonprofits, Trading, Project Planning, Marketing, International Trade, Editing, Training, Banking, Press Releases, New Business Development
Education
Marymount Manhattan College 1998 — 2002
B.A, International Studies Major
University of Ghana 2000 — 2001
Bachelor of Arts (BA), Political Science and Law
Kathleen Conaghan Jacobs Kathleen Conaghan Jacobs's Donaldson Lufkin and Jenrette Experience 1978 - 1981
Job Valpak DM
Industry Marketing and Advertising
Experience
ValpakDM 2006 - Present
Jacobs Household September 1985 - Present
Donaldson, Lufkin & Jenrette 1979 - 1982
Donaldson Lufkin and Jenrette 1978 - 1981
Skills
Graphic Design, Direct Mail, Email Marketing, SEO, Advertising, Brochures, Mobile Marketing, Direct Marketing, Lead Generation, Database Marketing, Digital Marketing, SEM, Integrated Marketing, PPC, Social Media Marketing, Social Media, Facebook, Digital Media, Online Marketing, Online Advertising, Digital Strategy, WordPress, Web Analytics, Advertising Sales
Education
Niagara University 1981 — 1985
BS, Logistics
Bishop Kearney 1978 — 1981
ValpakDM 2006 - Present
Jacobs Household September 1985 - Present
Donaldson, Lufkin & Jenrette 1979 - 1982
Donaldson Lufkin and Jenrette 1978 - 1981
Skills
Graphic Design, Direct Mail, Email Marketing, SEO, Advertising, Brochures, Mobile Marketing, Direct Marketing, Lead Generation, Database Marketing, Digital Marketing, SEM, Integrated Marketing, PPC, Social Media Marketing, Social Media, Facebook, Digital Media, Online Marketing, Online Advertising, Digital Strategy, WordPress, Web Analytics, Advertising Sales
Education
Niagara University 1981 — 1985
BS, Logistics
Bishop Kearney 1978 — 1981
Robert S. Fleischer Robert S. Fleischer's Donaldson Lufkin and Jenrette Experience April 1978 - November 2000
Job Managing Director at Willis Capital Markets and Advisory
Industry Financial Services
Experience
Willis May 2009 - Present
Bridgelane Capital LLC August 2008 - December 2009
Banc of America Securities April 2005 - June 2008
Credit Suisse Securities November 2000 - March 2005
Donaldson, Lufkin and Jenrette April 1978 - November 2000
PricewaterhouseCoopers August 1964 - January 1977
Skills
Investment Banking, Capital Markets, Financial Institutions, Investments, Private Equity, Valuation, Structured Finance, Insurance, Mergers & Acquisitions, Financial Services, Capital, Corporate Development, Auditing, Financial Risk, Hedge Funds, Due Diligence, Financial Modeling, Corporate Finance, Strategy, Equities, Portfolio Management, Financial Structuring, Alternative Investments, Venture Capital, Asset Management, M&A experience, Restructuring, Fixed Income, Finance
Education
Duke University
BA, Accounting
Duke University
AB
Willis May 2009 - Present
Bridgelane Capital LLC August 2008 - December 2009
Banc of America Securities April 2005 - June 2008
Credit Suisse Securities November 2000 - March 2005
Donaldson, Lufkin and Jenrette April 1978 - November 2000
PricewaterhouseCoopers August 1964 - January 1977
Skills
Investment Banking, Capital Markets, Financial Institutions, Investments, Private Equity, Valuation, Structured Finance, Insurance, Mergers & Acquisitions, Financial Services, Capital, Corporate Development, Auditing, Financial Risk, Hedge Funds, Due Diligence, Financial Modeling, Corporate Finance, Strategy, Equities, Portfolio Management, Financial Structuring, Alternative Investments, Venture Capital, Asset Management, M&A experience, Restructuring, Fixed Income, Finance
Education
Duke University
BA, Accounting
Duke University
AB
Kim Cesare, CFA Kim Cesare, CFA's Donaldson Lufkin and Jenrette Experience September 1986 - February 1989
Job Sales, Marketing, Relationship Management w/Expertise in Hedge Funds, Investments
Industry Financial Services
Experience
CFRA (Formerly a Division of MSCI Inc) May 2011 - December 2013
Lucerne Capital Management, LLC January 2007 - December 2008
High Frequency Economics January 1995 - January 2007
ABN AMRO Securities USA March 1992 - December 1994
Donaldson, Lufkin and Jenrette September 1986 - February 1989
Skills
Portfolio Management, Hedge Funds, Equities, Alternative Investments, Capital Markets, Fixed Income, Equity Research, Investment Management, Investor Relations, Bonds, Business Development, CRM, Chartered Financial..., Relationship Management, Salesforce.com, Asset Management, Goldmine, Pipeline Development, Pipeline Management, Institutional Sales, Financial Institutions, Customer Retention, International Sales, Institutional Research, Microsoft Excel, PowerPoint, Macroeconomics, Investment Strategies, Investment Advisory, Fixed Income Analysis, Marketing, Team Building, Team Leadership, Team-oriented, Sales Process, Sales Management, Marketing Strategy, Customer Service, Customer Insight, Long Term Relationship..., Experienced Sales..., Strategic Sales Plans, Renewal Retention, Renewals, Email Marketing, Direct Marketing, Cold Calling, International..., Capital Raising
Education
University of Michigan 1982 — 1986
BA, Political Science and Economics
The George Washington University 1989 — 1991
MA, International Affairs
CFRA (Formerly a Division of MSCI Inc) May 2011 - December 2013
Lucerne Capital Management, LLC January 2007 - December 2008
High Frequency Economics January 1995 - January 2007
ABN AMRO Securities USA March 1992 - December 1994
Donaldson, Lufkin and Jenrette September 1986 - February 1989
Skills
Portfolio Management, Hedge Funds, Equities, Alternative Investments, Capital Markets, Fixed Income, Equity Research, Investment Management, Investor Relations, Bonds, Business Development, CRM, Chartered Financial..., Relationship Management, Salesforce.com, Asset Management, Goldmine, Pipeline Development, Pipeline Management, Institutional Sales, Financial Institutions, Customer Retention, International Sales, Institutional Research, Microsoft Excel, PowerPoint, Macroeconomics, Investment Strategies, Investment Advisory, Fixed Income Analysis, Marketing, Team Building, Team Leadership, Team-oriented, Sales Process, Sales Management, Marketing Strategy, Customer Service, Customer Insight, Long Term Relationship..., Experienced Sales..., Strategic Sales Plans, Renewal Retention, Renewals, Email Marketing, Direct Marketing, Cold Calling, International..., Capital Raising
Education
University of Michigan 1982 — 1986
BA, Political Science and Economics
The George Washington University 1989 — 1991
MA, International Affairs
Alex Matturri Alex Matturri's Donaldson Lufkin and Jenrette Experience 1986 - 1987
Job CEO S&P Dow Jones Indices
Industry Financial Services
Experience
S&P Dow Jones Indices 2007 - Present
Northern Trust Global Investments 2003 - 2007
Deutsche Asset Management 2000 - 2003
The Bank of New York 1987 - 2000
Donaldson Lufkin and Jenrette 1986 - 1987
First Fidelity Bank 1984 - 1986
Superior Court of New Jersey 1983 - 1984
Skills
Equities, Asset Management, Trading, Equity Derivatives, ETFs, Structured Products, Portfolio Management, Options, Technical Analysis
Education
Syracuse University College of Law 1980 — 1983
JD, Law
Lehigh University - College of Business and Economics 1976 — 1980
BS, Finance
Newark Academy 1970 — 1976
S&P Dow Jones Indices 2007 - Present
Northern Trust Global Investments 2003 - 2007
Deutsche Asset Management 2000 - 2003
The Bank of New York 1987 - 2000
Donaldson Lufkin and Jenrette 1986 - 1987
First Fidelity Bank 1984 - 1986
Superior Court of New Jersey 1983 - 1984
Skills
Equities, Asset Management, Trading, Equity Derivatives, ETFs, Structured Products, Portfolio Management, Options, Technical Analysis
Education
Syracuse University College of Law 1980 — 1983
JD, Law
Lehigh University - College of Business and Economics 1976 — 1980
BS, Finance
Newark Academy 1970 — 1976
Siva Suresh Siva Suresh's Donaldson Lufkin and Jenrette Experience 1989 - 1999
Job SURESH CAPITAL PARTNERS
Industry Venture Capital & Private Equity
Experience
UrgentCareTravel January 2013 - Present
SureshCapitalMaritime Partners Germany GMBH 2008 - Present
SureshCapitalMaritime Partners USA 2007 - Present
SureshCapitalPartners January 2006 - Present
Envestnet 2004 - 2007
Net Asset Management January 2000 - 2004
Donaldson Lufkin and Jenrette 1989 - 1999
Skills
Management, Investments, Venture Capital, Angel Investing, Corporate Development, Private Equity, Start-ups, Entrepreneurship, Mergers & Acquisitions, Strategic Partnerships, Due Diligence, Start-up Ventures, Executive Management, Management Consulting, Strategy, M&A experience, Alternative Investments, Capital, Business Valuation, Restructuring
Education
Pepperdine University 1976 — 1980
UrgentCareTravel January 2013 - Present
SureshCapitalMaritime Partners Germany GMBH 2008 - Present
SureshCapitalMaritime Partners USA 2007 - Present
SureshCapitalPartners January 2006 - Present
Envestnet 2004 - 2007
Net Asset Management January 2000 - 2004
Donaldson Lufkin and Jenrette 1989 - 1999
Skills
Management, Investments, Venture Capital, Angel Investing, Corporate Development, Private Equity, Start-ups, Entrepreneurship, Mergers & Acquisitions, Strategic Partnerships, Due Diligence, Start-up Ventures, Executive Management, Management Consulting, Strategy, M&A experience, Alternative Investments, Capital, Business Valuation, Restructuring
Education
Pepperdine University 1976 — 1980
Stephen B. Dunbar III, J.D. Stephen B. Dunbar III, J.D.'s Donaldson Lufkin and Jenrette Experience January 1998 - January 2002
Job Marrying Strategic Capital to Good Ideas to Unlock Wealth and Promote Economic Empowerment
Industry Financial Services
Experience
Business Strategies Group of New Jersey, a Division of AXA Advisors January 2014 - Present
AXA Advisors March 2010 - Present
Onex Real Estate Partners January 2005 - August 2007
Delta Group LLC January 2002 - January 2005
Donaldson, Lufkin and Jenrette January 1998 - January 2002
Shaw Pittman Potts and Trowbridge January 1995 - January 1998
Education
Stanford University Law School 1992 — 1995
JD, Law
Rutgers University-New Brunswick 1989 — 1992
BS, Finance
Gordon College 1987 — 1989
Business Strategies Group of New Jersey, a Division of AXA Advisors January 2014 - Present
AXA Advisors March 2010 - Present
Onex Real Estate Partners January 2005 - August 2007
Delta Group LLC January 2002 - January 2005
Donaldson, Lufkin and Jenrette January 1998 - January 2002
Shaw Pittman Potts and Trowbridge January 1995 - January 1998
Education
Stanford University Law School 1992 — 1995
JD, Law
Rutgers University-New Brunswick 1989 — 1992
BS, Finance
Gordon College 1987 — 1989
Giles Hunt's Donaldson Lufkin and Jenrette Experience March 1990 - April 1993
Job
Industry Investment Management
Experience
Lanikai Financial January 2008 - Present
Privee Capital Management Hawaii March 2001 - December 2007
Business Loan Marketing Corporation November 1999 - January 2001
Daiwa Securities America March 1995 - October 1999
Donaldson Lufkin and Jenrette March 1990 - April 1993
Merrill Lynch and Company August 1987 - January 1990
Brown and Wood 1986 - 1986
Skills
Structured Finance, Credit, Compliance, Asset Management, Hedge Funds, Investment Banking, Alternative Investments, Capital Markets, Due Diligence, Debt, Corporate Finance, Restructuring, Mergers, Equities, Portfolio Management, Investments, Private Placements, Emerging Markets, Corporate Governance, Divestitures, Structuring, Financial Markets, Private Equity
Education
Milton Hershey School 1968 — 1993
University of Pennsylvania Law School 1983 — 1987
JD
University of Pennsylvania - The Wharton School 1984 — 1987
MBA
Hamilton College 1973 — 1978
BA
Lanikai Financial January 2008 - Present
Privee Capital Management Hawaii March 2001 - December 2007
Business Loan Marketing Corporation November 1999 - January 2001
Daiwa Securities America March 1995 - October 1999
Donaldson Lufkin and Jenrette March 1990 - April 1993
Merrill Lynch and Company August 1987 - January 1990
Brown and Wood 1986 - 1986
Skills
Structured Finance, Credit, Compliance, Asset Management, Hedge Funds, Investment Banking, Alternative Investments, Capital Markets, Due Diligence, Debt, Corporate Finance, Restructuring, Mergers, Equities, Portfolio Management, Investments, Private Placements, Emerging Markets, Corporate Governance, Divestitures, Structuring, Financial Markets, Private Equity
Education
Milton Hershey School 1968 — 1993
University of Pennsylvania Law School 1983 — 1987
JD
University of Pennsylvania - The Wharton School 1984 — 1987
MBA
Hamilton College 1973 — 1978
BA
Joseph Pedone's Donaldson Lufkin and Jenrette Experience March 2000 - July 2000
Job Managing Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase November 2004 - Present
Credit Suisse August 2000 - November 2004
Donaldson, Lufkin and Jenrette March 2000 - July 2000
PricewaterhouseCoopers August 1998 - March 2000
Merrill Lynch June 1992 - July 1998
Skills
Release Management, SDLC, Software Project..., Change Management, Project Management, Software Quality..., Asset Managment, Quality Assurance, Incident Management, Testing, Investment Banking, Fixed Income, PMO, Program Management, Agile Methodologies, IT Management, Business Continuity, Business Analysis, Vendor Management, IT Operations, Infrastructure, IT Strategy, Management, Information Technology, Asset Management
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
MBA, Information Systems
Binghamton University 1988 — 1992
BS, Computer Science
JPMorgan Chase November 2004 - Present
Credit Suisse August 2000 - November 2004
Donaldson, Lufkin and Jenrette March 2000 - July 2000
PricewaterhouseCoopers August 1998 - March 2000
Merrill Lynch June 1992 - July 1998
Skills
Release Management, SDLC, Software Project..., Change Management, Project Management, Software Quality..., Asset Managment, Quality Assurance, Incident Management, Testing, Investment Banking, Fixed Income, PMO, Program Management, Agile Methodologies, IT Management, Business Continuity, Business Analysis, Vendor Management, IT Operations, Infrastructure, IT Strategy, Management, Information Technology, Asset Management
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
MBA, Information Systems
Binghamton University 1988 — 1992
BS, Computer Science
Katherine Scialabba's Donaldson Lufkin and Jenrette Experience January 1998 - April 2000
Job Senior Marketing Manager, American Express
Industry Marketing and Advertising
Experience
American Express August 2009 - Present
American Express April 2007 - August 2009
American Express July 2006 - April 2007
L'Oreal USA (Lancome Division) April 2000 - November 2002
Donaldson, Lufkin and Jenrette January 1998 - April 2000
Skills
Marketing Strategy, Loyalty Marketing, Customer Acquisition, Digital Marketing, Direct Marketing, Strategy, Analytics, Strategic Planning, Integrated Marketing, Product Marketing, Segmentation, Strategic Partnerships, Digital Strategy, Marketing, Email Marketing, Business Development, Multi-channel Marketing, CRM Integration, Early Engagement..., Call Center Platform..., Team Leadership, Leadership Development
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2005
MBA, International Business, 3.8/4.0 GPA
University of Connecticut 1993 — 1997
B.A., History & Italian, 3.5/4.0 GPA
American Express August 2009 - Present
American Express April 2007 - August 2009
American Express July 2006 - April 2007
L'Oreal USA (Lancome Division) April 2000 - November 2002
Donaldson, Lufkin and Jenrette January 1998 - April 2000
Skills
Marketing Strategy, Loyalty Marketing, Customer Acquisition, Digital Marketing, Direct Marketing, Strategy, Analytics, Strategic Planning, Integrated Marketing, Product Marketing, Segmentation, Strategic Partnerships, Digital Strategy, Marketing, Email Marketing, Business Development, Multi-channel Marketing, CRM Integration, Early Engagement..., Call Center Platform..., Team Leadership, Leadership Development
Education
St. John's University, The Peter J. Tobin College of Business 2003 — 2005
MBA, International Business, 3.8/4.0 GPA
University of Connecticut 1993 — 1997
B.A., History & Italian, 3.5/4.0 GPA
Andy Raab's Donaldson Lufkin and Jenrette Experience 1995 - 1997
Job Managing Director at FPR Partners
Industry Investment Management
Experience
FPR Partners 2003 - Present
Hellman and Friedman 2001 - 2003
Bain Capital 1997 - 1999
Donaldson, Lufkin and Jenrette 1995 - 1997
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
University of Michigan 1991 — 1995
FPR Partners 2003 - Present
Hellman and Friedman 2001 - 2003
Bain Capital 1997 - 1999
Donaldson, Lufkin and Jenrette 1995 - 1997
Education
Stanford University Graduate School of Business 1999 — 2001
MBA
University of Michigan 1991 — 1995
Lewis Beshers's Donaldson Lufkin and Jenrette Experience 1998 - 1999
Job Independent Civic & Social Organization Professional
Industry Civic & Social Organization
Experience
Bayside Little League January 2007 - Present
Bear, Stearns & Co. Inc. 1999 - 2005
Donaldson Lufkin and Jenrette 1998 - 1999
Morgan Stanley 1996 - 1997
Dresdner Bank 1994 - 1995
Reuters 1994 - 1995
Coudert Brothers 1993 - 1994
Queens College CUNY 1989 - 1992
Education
Queens College 1989 — 1992
Computers
Bronx Science 1980 — 1984
Bayside Little League January 2007 - Present
Bear, Stearns & Co. Inc. 1999 - 2005
Donaldson Lufkin and Jenrette 1998 - 1999
Morgan Stanley 1996 - 1997
Dresdner Bank 1994 - 1995
Reuters 1994 - 1995
Coudert Brothers 1993 - 1994
Queens College CUNY 1989 - 1992
Education
Queens College 1989 — 1992
Computers
Bronx Science 1980 — 1984
Mark Orsley's Donaldson Lufkin and Jenrette Experience 1998 - 2000
Job Director Bank of America Merrill Lynch
Industry Investment Management
Experience
Bank of America August 2014 - Present
Jefferies & Company, Inc. September 2012 - August 2014
CastleRock Macro January 2011 - January 2012
Trigon Investment Advisors January 2009 - January 2011
Fortress Investment Group May 2006 - February 2009
RBS Greenwich Capital June 2001 - March 2006
Donaldson, Lufkin and Jenrette 1998 - 2000
Industial Bank of Japan 1997 - 1998
Skills
Hedge Funds, Asset Management, Investments, Equities, Fixed Income, Alternative Investments, Global Macro, Portfolio Management, Investment Strategies, Trading, Relative Value, Bonds, Derivatives, Managed Futures, Managed Accounts, Arbitrage, Volatility, Convertible Arbitrage, Bloomberg, Separately Managed..., Sales Execution, Best Execution, Trade Ideas, Foreign Exchange, Options, FX Options, Proprietary Trading, Rates, Trading Systems, Trading Strategies, Series 7, Series 63
Education
Bryant University 1993 — 1997
Bachelor of Science (B.S.), Finance
Bank of America August 2014 - Present
Jefferies & Company, Inc. September 2012 - August 2014
CastleRock Macro January 2011 - January 2012
Trigon Investment Advisors January 2009 - January 2011
Fortress Investment Group May 2006 - February 2009
RBS Greenwich Capital June 2001 - March 2006
Donaldson, Lufkin and Jenrette 1998 - 2000
Industial Bank of Japan 1997 - 1998
Skills
Hedge Funds, Asset Management, Investments, Equities, Fixed Income, Alternative Investments, Global Macro, Portfolio Management, Investment Strategies, Trading, Relative Value, Bonds, Derivatives, Managed Futures, Managed Accounts, Arbitrage, Volatility, Convertible Arbitrage, Bloomberg, Separately Managed..., Sales Execution, Best Execution, Trade Ideas, Foreign Exchange, Options, FX Options, Proprietary Trading, Rates, Trading Systems, Trading Strategies, Series 7, Series 63
Education
Bryant University 1993 — 1997
Bachelor of Science (B.S.), Finance
Alan Felder's Donaldson Lufkin and Jenrette Experience 1993 - 1999
Job Managing Director at UBS Investment Bank
Industry Banking
Experience
UBS 2001 - Present
UBS Investment Bank 2001 - Present
walker digital 1999 - 2001
Donaldson Lufkin and Jenrette 1993 - 1999
DLJ 1993 - 1998
DLJ 1993 - 1998
Skills
Investment Banking, Finance, Capital Markets, Equities, Private Equity, Valuation, LBO, Hedge Funds, Fixed Income, Corporate Finance, Financial Modeling, M&A experience, Mergers & Acquisitions, Leveraged Finance, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, finance, accounting
UBS 2001 - Present
UBS Investment Bank 2001 - Present
walker digital 1999 - 2001
Donaldson Lufkin and Jenrette 1993 - 1999
DLJ 1993 - 1998
DLJ 1993 - 1998
Skills
Investment Banking, Finance, Capital Markets, Equities, Private Equity, Valuation, LBO, Hedge Funds, Fixed Income, Corporate Finance, Financial Modeling, M&A experience, Mergers & Acquisitions, Leveraged Finance, Alternative Investments
Education
University of Pennsylvania - The Wharton School 1989 — 1993
BS, finance, accounting
Max Jellinek's Donaldson Lufkin and Jenrette Experience 1997 - 1999
Job Portfolio Manager at Balyasny Asset Management L.P.
Industry Investment Management
Experience
Balyasny Asset Management L.P. January 2011 - Present
SAC Capital January 2008 - May 2011
Priceline.com 1999 - 2000
Donaldson Lufkin and Jenrette 1997 - 1999
Skills
Hedge Funds, Equity Research, Equities, Portfolio Management, Investments, Guitar, Musician
Education
Miami University 1994 — 1997
Bachelor of Science (BS), Finance
Choate Rosemary Hall 1991 — 1993
Phillips exeter 1989 — 1991
Balyasny Asset Management L.P. January 2011 - Present
SAC Capital January 2008 - May 2011
Priceline.com 1999 - 2000
Donaldson Lufkin and Jenrette 1997 - 1999
Skills
Hedge Funds, Equity Research, Equities, Portfolio Management, Investments, Guitar, Musician
Education
Miami University 1994 — 1997
Bachelor of Science (BS), Finance
Choate Rosemary Hall 1991 — 1993
Phillips exeter 1989 — 1991
Marc Wagenheim's Donaldson Lufkin and Jenrette Experience August 1989 - June 1993
Job Gold Crown Product Director, Emerging Businesses at Hallmark Cards
Industry Marketing and Advertising
Experience
Hallmark Cards November 2013 - Present
Hallmark Cards September 2012 - November 2013
Hallmark Cards July 2009 - September 2012
Hallmark Business Expressions February 2006 - June 2009
Hallmark Cards February 2003 - February 2006
Donaldson, Lufkin and Jenrette August 1989 - June 1993
Skills
Cross-functional Team..., Competitive Analysis, P&L Management, Consumer Products, B2B, Forecasting, Strategy, Product Marketing, Brand Management, Pricing, Customer Insight, Segmentation, Strategic Partnerships, Analytics, P
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Marketing and Strategy
University of Pennsylvania 1985 — 1989
Bachelor's Degree, Finance
Hallmark Cards November 2013 - Present
Hallmark Cards September 2012 - November 2013
Hallmark Cards July 2009 - September 2012
Hallmark Business Expressions February 2006 - June 2009
Hallmark Cards February 2003 - February 2006
Donaldson, Lufkin and Jenrette August 1989 - June 1993
Skills
Cross-functional Team..., Competitive Analysis, P&L Management, Consumer Products, B2B, Forecasting, Strategy, Product Marketing, Brand Management, Pricing, Customer Insight, Segmentation, Strategic Partnerships, Analytics, P
Education
The University of Chicago - Booth School of Business 1993 — 1995
Master of Business Administration (M.B.A.), Marketing and Strategy
University of Pennsylvania 1985 — 1989
Bachelor's Degree, Finance
Pamela Scher Callahan's Donaldson Lufkin and Jenrette Experience November 1992 - November 2000
Job Managing Director at Zelman & Associates
Industry Market Research
Experience
Zelman & Associates November 2009 - Present
Golden Seeds 2007 - 2008
Deutsche Bank Securities November 2000 - November 2007
Deutsche Bank 2000 - 2007
Deutsche Bank 2000 - 2007
Donaldson, Lufkin and Jenrette November 1992 - November 2000
Salomon Brothers Inc 1986 - 1991
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Portfolio Management, Investments, Securities, Management, Venture Capital, Finance, Institutional..., Investment Banking, Mutual Funds, Valuation, Asset Management
Education
Princeton University 1977 — 1981
BA, English, French
Princeton University 1977 — 1981
Bachelor of Arts (B.A.), English with concentration in French
Zelman & Associates November 2009 - Present
Golden Seeds 2007 - 2008
Deutsche Bank Securities November 2000 - November 2007
Deutsche Bank 2000 - 2007
Deutsche Bank 2000 - 2007
Donaldson, Lufkin and Jenrette November 1992 - November 2000
Salomon Brothers Inc 1986 - 1991
Skills
Equities, Hedge Funds, Capital Markets, Equity Research, Portfolio Management, Investments, Securities, Management, Venture Capital, Finance, Institutional..., Investment Banking, Mutual Funds, Valuation, Asset Management
Education
Princeton University 1977 — 1981
BA, English, French
Princeton University 1977 — 1981
Bachelor of Arts (B.A.), English with concentration in French
Steven Kohlhepp's Donaldson Lufkin and Jenrette Experience August 1986 - August 1990
Job Division Controller
Industry Staffing and Recruiting
Experience
Corporate Resource Services Inc April 2010 - Present
GT Systems Inc January 2004 - April 2010
JPMorganChase 1990 - 2003
Donaldson Lufkin and Jenrette August 1986 - August 1990
Skills
ERP Implementations, Financial Reporting, Financial Analysis, System Administration, MS Excel Pivot Tables, Financial Accounting, Financial Statements, Payroll, PeopleSoft, Financial Services, Business Analysis, Applicant Tracking..., Temporary Placement, Accounts Payable, Cash Management, General Ledger, HRIS, Employee Benefits, ERP, QuickBooks, Finance, Accounting, Benefits Administration, Spreadsheets, Internal Controls, Project Management, SOX Compliancy, Business Intelligence, F9, Southware, Accounts Receivable, Human Resources, Mergers & Acquisitions, Management, Sarbanes-Oxley Act, Variance Analysis, Analysis
Education
Adelphi University 1986 — 1990
MBA, Finance
State University of New York at Stony Brook 1981 — 1985
Bachelor of Arts (B.A.), Economics
Corporate Resource Services Inc April 2010 - Present
GT Systems Inc January 2004 - April 2010
JPMorganChase 1990 - 2003
Donaldson Lufkin and Jenrette August 1986 - August 1990
Skills
ERP Implementations, Financial Reporting, Financial Analysis, System Administration, MS Excel Pivot Tables, Financial Accounting, Financial Statements, Payroll, PeopleSoft, Financial Services, Business Analysis, Applicant Tracking..., Temporary Placement, Accounts Payable, Cash Management, General Ledger, HRIS, Employee Benefits, ERP, QuickBooks, Finance, Accounting, Benefits Administration, Spreadsheets, Internal Controls, Project Management, SOX Compliancy, Business Intelligence, F9, Southware, Accounts Receivable, Human Resources, Mergers & Acquisitions, Management, Sarbanes-Oxley Act, Variance Analysis, Analysis
Education
Adelphi University 1986 — 1990
MBA, Finance
State University of New York at Stony Brook 1981 — 1985
Bachelor of Arts (B.A.), Economics
Karen Pawlyk's Donaldson Lufkin and Jenrette Experience March 1999 - November 2000
Job Trader Asst at Credit Suisse
Industry Financial Services
Experience
Credit Suisse July 2006 - Present
Credit Suisse 2001 - July 2006
Donaldson Lufkin and Jenrette March 1999 - November 2000
Skills
Trading, Fixed Income, Equities, Bloomberg, Series 7, Private Banking, Hedge Funds, Account Reconciliation, Options, Bonds, Securities, Financial Markets, Equity Trading, Yoga, Yoga Instruction
Education
Cooper Union 2009 — 2010
Green Building Design Certificate, Applying sustainable design concepts to building and lanscaping
Monmouth University 1994 — 1996
Credit Suisse July 2006 - Present
Credit Suisse 2001 - July 2006
Donaldson Lufkin and Jenrette March 1999 - November 2000
Skills
Trading, Fixed Income, Equities, Bloomberg, Series 7, Private Banking, Hedge Funds, Account Reconciliation, Options, Bonds, Securities, Financial Markets, Equity Trading, Yoga, Yoga Instruction
Education
Cooper Union 2009 — 2010
Green Building Design Certificate, Applying sustainable design concepts to building and lanscaping
Monmouth University 1994 — 1996
Patrick Hackett's Donaldson Lufkin and Jenrette Experience 1984 - 1987
Job Managing Director at Warburg Pincus
Industry Venture Capital & Private Equity
Experience
Bridgepoint Education, Inc. February 2008 - Present
Yodlee January 2008 - Present
Warburg Pincus June 1990 - Present
Nuance Communications January 2009 - September 2014
New Breed May 2005 - September 2014
Nuance Communications 2009 - 2014
Workscape January 1999 - November 2010
Acadia Partners 1987 - 1988
Donaldson, Lufkin and Jenrette 1984 - 1987
Education
University of Pennsylvania 1979 — 1983
BA/BS, Chemistry/Economics
Bridgepoint Education, Inc. February 2008 - Present
Yodlee January 2008 - Present
Warburg Pincus June 1990 - Present
Nuance Communications January 2009 - September 2014
New Breed May 2005 - September 2014
Nuance Communications 2009 - 2014
Workscape January 1999 - November 2010
Acadia Partners 1987 - 1988
Donaldson, Lufkin and Jenrette 1984 - 1987
Education
University of Pennsylvania 1979 — 1983
BA/BS, Chemistry/Economics
Ming Fang's Donaldson Lufkin and Jenrette Experience January 1996 - August 2001
Job Technology Fellow/Chief Architect
Industry Financial Services
Experience
PulsePoint August 2013 - October 2014
RBC Capital Markets October 2011 - August 2013
OTC Markets Group February 2010 - November 2011
JPMorgan October 2008 - February 2010
Merrill Lynch April 2007 - April 2008
FXall September 2001 - September 2006
Donaldson Lufkin and Jenrette January 1996 - August 2001
Education
New York University 1991 — 1995
BA, Computer Science
PulsePoint August 2013 - October 2014
RBC Capital Markets October 2011 - August 2013
OTC Markets Group February 2010 - November 2011
JPMorgan October 2008 - February 2010
Merrill Lynch April 2007 - April 2008
FXall September 2001 - September 2006
Donaldson Lufkin and Jenrette January 1996 - August 2001
Education
New York University 1991 — 1995
BA, Computer Science
Adam Egelberg's Donaldson Lufkin and Jenrette Experience 1997 - 2001
Job Value Investor/Portfolio Manager
Industry Investment Management
Experience
Glenville Capital Management July 2007 - Present
Silvercrest Asset Management 2002 - 2007
Second Curve Capital 2001 - 2002
Donaldson, Lufkin and Jenrette 1997 - 2001
Con Edison 1992 - 1997
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Investments, Fixed Income, Private Equity, Financial Modeling, Financial Analysis, Valuation, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1988 — 1992
BEME, Mechanical Engineering
Glenville Capital Management July 2007 - Present
Silvercrest Asset Management 2002 - 2007
Second Curve Capital 2001 - 2002
Donaldson, Lufkin and Jenrette 1997 - 2001
Con Edison 1992 - 1997
Skills
Hedge Funds, Equities, Alternative Investments, Asset Managment, Investments, Fixed Income, Private Equity, Financial Modeling, Financial Analysis, Valuation, Portfolio Management
Education
Fordham University - Graduate School of Business Administration 1993 — 1997
MBA, Finance
The Cooper Union for the Advancement of Science and Art 1988 — 1992
BEME, Mechanical Engineering
Martin Schepsman's Donaldson Lufkin and Jenrette Experience December 1990 - January 1999
Job Senior Vice President, Wedbush
Industry Financial Services
Experience
Wedbush Securities March 2015 - Present
BTIG, Inc. January 2013 - March 2015
newedge usa, inc 1999 - January 2013
Newedge USA December 1999 - September 2012
donaldson lufkin and jenrette December 1990 - January 1999
Skills
Series 7, Alternative Investments, Options, Trading, Fixed Income Strategies, Derivatives Trading, Interest Rate..., Capital Markets, Bloomberg, Portfolio Management
Education
University of Pennsylvania MBA 1972 — 1974
mba Wharton, Finance
SUNY Stony Brook 1968 — 1972
BA, economics
University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Wedbush Securities March 2015 - Present
BTIG, Inc. January 2013 - March 2015
newedge usa, inc 1999 - January 2013
Newedge USA December 1999 - September 2012
donaldson lufkin and jenrette December 1990 - January 1999
Skills
Series 7, Alternative Investments, Options, Trading, Fixed Income Strategies, Derivatives Trading, Interest Rate..., Capital Markets, Bloomberg, Portfolio Management
Education
University of Pennsylvania MBA 1972 — 1974
mba Wharton, Finance
SUNY Stony Brook 1968 — 1972
BA, economics
University of Pennsylvania
Master of Business Administration (MBA), Finance, General
Vincent Celii's Donaldson Lufkin and Jenrette Experience 1989 - 1994
Job President, ETF Advisory Group. Adjunct Professor, Fairliegh Dickenson University
Industry Investment Management
Experience
Whiteweld, Barrister and Brown June 2010 - Present
Fairleigh Dickenson University August 2008 - Present
Whiteweld Barrister & Brown 2009 - 2011
Donaldson, Lufkin and Jenrette 1989 - 1994
Skills
Sales Organization, Major Accounts, International Sales, Client Acquisition, Asset Management, Investment Strategies, Private Equity, Hedge Funds, Alternative Investments, Investments, Venture Capital, Capital Markets, Emerging Markets, Equities, Financial Markets, Portfolio Management, Private Banking, Investment Advisory, Institutional Investors, Funding, Trading, Wealth Management, Mutual Funds, Real Estate Investment, Securities, Financial Planning, Asset Allocation, Institutional, Industry Analysis, Asset Managment, Investment Banking, Equity Research, Investment Properties, Strategic Financial..., Institutional..., Competitive Analysis
Education
W.Paul Stillman School of Business- Seton Hall University 1983 — 1987
M.B.A., Finance
New York University 1976 — 1979
BFA, Film and Television
Whiteweld, Barrister and Brown June 2010 - Present
Fairleigh Dickenson University August 2008 - Present
Whiteweld Barrister & Brown 2009 - 2011
Donaldson, Lufkin and Jenrette 1989 - 1994
Skills
Sales Organization, Major Accounts, International Sales, Client Acquisition, Asset Management, Investment Strategies, Private Equity, Hedge Funds, Alternative Investments, Investments, Venture Capital, Capital Markets, Emerging Markets, Equities, Financial Markets, Portfolio Management, Private Banking, Investment Advisory, Institutional Investors, Funding, Trading, Wealth Management, Mutual Funds, Real Estate Investment, Securities, Financial Planning, Asset Allocation, Institutional, Industry Analysis, Asset Managment, Investment Banking, Equity Research, Investment Properties, Strategic Financial..., Institutional..., Competitive Analysis
Education
W.Paul Stillman School of Business- Seton Hall University 1983 — 1987
M.B.A., Finance
New York University 1976 — 1979
BFA, Film and Television
Belinda Murrell's Donaldson Lufkin and Jenrette Experience 1988 - 2001
Job Training Analyst at Asset Management
Industry Financial Services
Experience
Asset Management Project ManagerJ.P. Morgan2005 - 2006
Morgan Stanley June 2003 - June 2004
Donaldson, Lufkin and Jenrette 1988 - 2001
Deutsche Bank 1985 - 1994
Education
Marymount Manhattan College 1996 — 2000
BA, Communications
Asset Management Project ManagerJ.P. Morgan2005 - 2006
Morgan Stanley June 2003 - June 2004
Donaldson, Lufkin and Jenrette 1988 - 2001
Deutsche Bank 1985 - 1994
Education
Marymount Manhattan College 1996 — 2000
BA, Communications
Gordon T. Greer's Donaldson Lufkin and Jenrette Experience 1979 - 2000
Job Vice President at Credit Suisse Securities (USA) LLC
Industry Investment Management
Experience
Credit Suisse 1984 - Present
Donaldson, Lufkin and Jenrette 1979 - 2000
Lehman Brothers 1979 - 1984
Merrill Lynch 1977 - 1979
Skills
Equities, Fixed Income, Strategic Planning, Business Strategy, Asset Management, Leadership, Investments, Entrepreneurship, Start-ups, Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1975 — 1977
MBA
University of New Hampshire 1969 — 1973
BA, Psychology
Credit Suisse 1984 - Present
Donaldson, Lufkin and Jenrette 1979 - 2000
Lehman Brothers 1979 - 1984
Merrill Lynch 1977 - 1979
Skills
Equities, Fixed Income, Strategic Planning, Business Strategy, Asset Management, Leadership, Investments, Entrepreneurship, Start-ups, Strategy
Education
University of New Hampshire - Whittemore School of Business and Economics 1975 — 1977
MBA
University of New Hampshire 1969 — 1973
BA, Psychology
Denise Wanek's Donaldson Lufkin and Jenrette Experience September 1987 - June 2001
Job Office Manager at American Trust Investment Services
Industry Financial Services
Experience
American Trust Investment Services June 2009 - Present
Donaldson, Lufkin and Jenrette September 1987 - June 2001
Education
Robert Morris University - Illinois 1981 — 1982
American Trust Investment Services June 2009 - Present
Donaldson, Lufkin and Jenrette September 1987 - June 2001
Education
Robert Morris University - Illinois 1981 — 1982
Warren Foss's Donaldson Lufkin and Jenrette Experience January 1993 - January 1996
Job SelfEmployed as advisor, consultant and Board Member
Industry Financial Services
Experience
Self_Employed as advisor, consultant and Board member April 2008 - Present
Needham & Company September 1998 - March 2008
NEEDHAM & COMPANY, LLC January 1998 - March 2008
Bear Stearns January 1996 - January 1998
DONALDSON, LUFKIN AND JENRETTE January 1993 - January 1996
SCULLY BROTHERS AND FOSS January 1988 - January 1993
Salomon Brothers January 1977 - January 1988
THE FIRST BOSTON CORPORATION January 1975 - January 1977
UNITED STATES ARMY January 1968 - January 1970
Skills
Capital Markets, Equities, Fixed Income, Corporate Finance, Investment Banking, Emerging Markets, Mergers, Finance, Private Placements, Trading, Entrepreneurship, Restructuring, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Markets, Hedge Funds, Valuation, Investments, Portfolio Management
Education
Harvard Business School 1973 — 1975
MBA, Finance
Harvard Business School
MBA
Self_Employed as advisor, consultant and Board member April 2008 - Present
Needham & Company September 1998 - March 2008
NEEDHAM & COMPANY, LLC January 1998 - March 2008
Bear Stearns January 1996 - January 1998
DONALDSON, LUFKIN AND JENRETTE January 1993 - January 1996
SCULLY BROTHERS AND FOSS January 1988 - January 1993
Salomon Brothers January 1977 - January 1988
THE FIRST BOSTON CORPORATION January 1975 - January 1977
UNITED STATES ARMY January 1968 - January 1970
Skills
Capital Markets, Equities, Fixed Income, Corporate Finance, Investment Banking, Emerging Markets, Mergers, Finance, Private Placements, Trading, Entrepreneurship, Restructuring, Mergers & Acquisitions, Venture Capital, Private Equity, Financial Markets, Hedge Funds, Valuation, Investments, Portfolio Management
Education
Harvard Business School 1973 — 1975
MBA, Finance
Harvard Business School
MBA
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ