Drexel Burnham Lambert
Industry: Investment banking
DescriptionDrexel Burnham Lambert was an American investment bank that was forced into bankruptcy in February 1990 due to its involvement in illegal activities in the junk bond market, driven by Drexel employee Michael Milken. At its height, it was a Bulge Bracket bank, as the fifth-largest investment bank in the United States. Founder: I W "Tubby" Burnham Founded: 1935, New York City, New York, United States Ceased operations: 1994 Headquarters: New York City, New York, United States Key person: Michael Milken Subsidiaries: Drexel, Burnham, Lambert, Puerto Rico,
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Drexel Burnham Lambert Employees
Employee
Years
Job
Industry
Norman E. Mains, Ph.D. Norman E. Mains, Ph.D.'s Drexel Burnham Lambert Experience 1982 - 1988
Job Chief Investment Officer at WaveFront Capital Management
Industry Financial Services
Experience
WaveFront Capital Management August 2015 - Present
Forward April 2009 - July 2015
Morgan Stanley/Graystone Research April 2001 - March 2009
Carr Global Advisors February 1998 - January 2001
Dow Jones Indexes September 1996 - March 1998
Chicago Mercantile Exchange September 1993 - August 1996
Rodman & Renshaw May 1991 - January 1994
Bateman Eichler, Hill Richards May 1988 - April 1991
Drexel Burnham Lambert 1982 - 1988
Federal Researve Board September 1975 - April 1982
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investments, Asset Management, Portfolio Management, Derivatives, Commodities, Hedge Funds, Risk Management, Wealth Management, Due Diligence, Equities, Fixed Income, Hedging, Fund Of Funds, Mutual Funds, Managed Futures, Risk Assessment, Asset Managment, Capital Markets, Commodity, Bloomberg, Product Design, Executive Managment, Leadership, Strategic Planning, Investment Management
Education
University of Warwick 1969 — 1973
Ph.D., Economics
University of Colorado Boulder 1966 — 1967
M.A., Economics, History
University of Colorado Boulder 1963 — 1966
B.A., Economics
WaveFront Capital Management August 2015 - Present
Forward April 2009 - July 2015
Morgan Stanley/Graystone Research April 2001 - March 2009
Carr Global Advisors February 1998 - January 2001
Dow Jones Indexes September 1996 - March 1998
Chicago Mercantile Exchange September 1993 - August 1996
Rodman & Renshaw May 1991 - January 1994
Bateman Eichler, Hill Richards May 1988 - April 1991
Drexel Burnham Lambert 1982 - 1988
Federal Researve Board September 1975 - April 1982
Skills
Alternative Investments, Asset Allocation, Investment Strategies, Investments, Asset Management, Portfolio Management, Derivatives, Commodities, Hedge Funds, Risk Management, Wealth Management, Due Diligence, Equities, Fixed Income, Hedging, Fund Of Funds, Mutual Funds, Managed Futures, Risk Assessment, Asset Managment, Capital Markets, Commodity, Bloomberg, Product Design, Executive Managment, Leadership, Strategic Planning, Investment Management
Education
University of Warwick 1969 — 1973
Ph.D., Economics
University of Colorado Boulder 1966 — 1967
M.A., Economics, History
University of Colorado Boulder 1963 — 1966
B.A., Economics
David Maksymetz David Maksymetz's Drexel Burnham Lambert Experience 1987 - 1987
Job Sr. Portfolio Manager at BNY Mellon
Industry Financial Services
Experience
BNY Mellon March 2014 - Present
Northern Trust May 2011 - March 2014
Pine Trace 1995 - 2014
J.P. Morgan August 2001 - May 2011
National City Bank September 1999 - August 2001
Comerica Bank May 1988 - September 1999
Drexel Burnham Lambert 1987 - 1987
Drexel Burnham Lambert 1987 - 1987
Skills
Investments, Sales Management, FINRA Licenses: Series..., Asset Allocation /..., Wealth Management, Financial Services, Management, Sales, Investment Banking, Wealth Management..., Analysis, Banking, Loans, Financial Analysis, Credit, Risk Management, Series 7, Portfolio Management, Asset Allocation
Education
Wayne State University 1991 — 1994
Master of Business Administration (M.B.A.), Marketing/Management
University of Michigan 1985 — 1988
Bachelor of Arts (B.A.), Economics
Western Michigan University 1983 — 1985
BNY Mellon March 2014 - Present
Northern Trust May 2011 - March 2014
Pine Trace 1995 - 2014
J.P. Morgan August 2001 - May 2011
National City Bank September 1999 - August 2001
Comerica Bank May 1988 - September 1999
Drexel Burnham Lambert 1987 - 1987
Drexel Burnham Lambert 1987 - 1987
Skills
Investments, Sales Management, FINRA Licenses: Series..., Asset Allocation /..., Wealth Management, Financial Services, Management, Sales, Investment Banking, Wealth Management..., Analysis, Banking, Loans, Financial Analysis, Credit, Risk Management, Series 7, Portfolio Management, Asset Allocation
Education
Wayne State University 1991 — 1994
Master of Business Administration (M.B.A.), Marketing/Management
University of Michigan 1985 — 1988
Bachelor of Arts (B.A.), Economics
Western Michigan University 1983 — 1985
Doug Schoerke Doug Schoerke's Drexel Burnham Lambert Experience April 1988 - May 1990
Job Outside Sales Rep at Callaway Golf
Industry Sporting Goods
Experience
Callaway Golf Company April 2005 - Present
BB&T October 2002 - April 2005
Wachovia Bank November 2001 - October 2002
Golf Course Finance Solutions, LLC July 2000 - November 2001
GMAC Commercial Mortgage/ Commercial Capital Initiatives, Inc January 1999 - June 2000
Franchise Mortgage Acceptance Corporation May 1998 - January 1999
Dunlop Slazenger Corporation June 1990 - May 1998
Drexel Burnham Lambert April 1988 - May 1990
Wells Fargo Armored Service February 1987 - March 1988
Holmes Freight Lines January 1985 - February 1987
Skills
New Business Development, Sales Operations, Credit, Sales, Golf, Selling, Portfolio Management, Customer Service, Golf Courses, Sports Marketing, Sales Management, Retail, Management
Education
The University of Kansas 1980 — 1985
BA, Economics
The University of Kansas
Bachelor of Arts, Economics
Deerfield High School
Callaway Golf Company April 2005 - Present
BB&T October 2002 - April 2005
Wachovia Bank November 2001 - October 2002
Golf Course Finance Solutions, LLC July 2000 - November 2001
GMAC Commercial Mortgage/ Commercial Capital Initiatives, Inc January 1999 - June 2000
Franchise Mortgage Acceptance Corporation May 1998 - January 1999
Dunlop Slazenger Corporation June 1990 - May 1998
Drexel Burnham Lambert April 1988 - May 1990
Wells Fargo Armored Service February 1987 - March 1988
Holmes Freight Lines January 1985 - February 1987
Skills
New Business Development, Sales Operations, Credit, Sales, Golf, Selling, Portfolio Management, Customer Service, Golf Courses, Sports Marketing, Sales Management, Retail, Management
Education
The University of Kansas 1980 — 1985
BA, Economics
The University of Kansas
Bachelor of Arts, Economics
Deerfield High School
Bill Horton's Drexel Burnham Lambert Experience 1986 - 1989
Job Sales/Sales ManagementInvestment Sales Relationship Management Business Development Project MgmtFund Raising
Industry Investment Management
Experience
Sales,Fund-raising, Relationship Management, Business Development January 2012 - Present
Atlantic Asset Management/Palmer Square Emerging Manager Fund August 2011 - January 2013
American Century Investments March 2003 - July 2008
J. Stephan & Company February 1996 - March 2003
America First Investment Advisors, LLC 1993 - 1995
PaineWebber 1989 - 1993
Drexel Burnham Lambert 1986 - 1989
E.F. Hutton 1985 - 1986
Merrill Lynch December 1980 - May 1985
Skills
Marketing, CRM, Sales, Asset Managment, Hedge Funds, Alternative Investments, Equities, Investments, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Mutual Funds, Investment Management, Investment Advisory, Institutional, Asset Management, Management, Securities, Business Development, Private Equity, Emerging Markets, Strategic Planning, Relationship Management, Leadership, Trading, Financial Services, Wealth Management, Start-ups, New Business Development, Financial Analysis, Sales Management, Capital Markets, Strategy, Finance, Risk Management, Insurance, Team Building, Funding, Team Leadership
Education
University of Maryland BS Finance , Webster University MA Marketing 1977 — 1982
Bachelor’s Degree, Accounting and Finance
University of Maryland College Park 1977 — 1981
BS, Finance
Webster University 1987 — 1988
MA, Marketing/Marketing Management, General
Sales,Fund-raising, Relationship Management, Business Development January 2012 - Present
Atlantic Asset Management/Palmer Square Emerging Manager Fund August 2011 - January 2013
American Century Investments March 2003 - July 2008
J. Stephan & Company February 1996 - March 2003
America First Investment Advisors, LLC 1993 - 1995
PaineWebber 1989 - 1993
Drexel Burnham Lambert 1986 - 1989
E.F. Hutton 1985 - 1986
Merrill Lynch December 1980 - May 1985
Skills
Marketing, CRM, Sales, Asset Managment, Hedge Funds, Alternative Investments, Equities, Investments, Portfolio Management, Fixed Income, Asset Allocation, Investment Strategies, Mutual Funds, Investment Management, Investment Advisory, Institutional, Asset Management, Management, Securities, Business Development, Private Equity, Emerging Markets, Strategic Planning, Relationship Management, Leadership, Trading, Financial Services, Wealth Management, Start-ups, New Business Development, Financial Analysis, Sales Management, Capital Markets, Strategy, Finance, Risk Management, Insurance, Team Building, Funding, Team Leadership
Education
University of Maryland BS Finance , Webster University MA Marketing 1977 — 1982
Bachelor’s Degree, Accounting and Finance
University of Maryland College Park 1977 — 1981
BS, Finance
Webster University 1987 — 1988
MA, Marketing/Marketing Management, General
Muhit Rahman Muhit Rahman's Drexel Burnham Lambert Experience 1987 - 1990
Job Partner at LWPartners
Industry Venture Capital & Private Equity
Experience
LWPartners 2013 - Present
Bangladesh Relief Fund 2004 - Present
Drishtipat 1999 - Present
Silver Rock Financial 2009 - 2012
Kapstone Paper & Packaging April 2005 - May 2010
Washington & Congress Managers January 2004 - 2010
Triumph Capital Group 1993 - 2004
Dabney/Resnick & Wagner 1990 - 1993
Drexel Burnham Lambert 1987 - 1990
M/A-COM 1980 - 1987
Skills
Private Equity, Investments, Corporate Finance, Investment Banking, Management, Leadership, Finance, Venture Capital, Mutual Funds, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Business Strategy, Financial Modeling, Strategic Planning, Bonds, New Business Development, Corporate Development, Business Planning, Financial Analysis
Education
UCLA Anderson School of Management 1984 — 1987
MBA
Yale University 1975 — 1979
bs
Mirzapur Cadet College 1968 — 1974
SSC, HSC
LWPartners 2013 - Present
Bangladesh Relief Fund 2004 - Present
Drishtipat 1999 - Present
Silver Rock Financial 2009 - 2012
Kapstone Paper & Packaging April 2005 - May 2010
Washington & Congress Managers January 2004 - 2010
Triumph Capital Group 1993 - 2004
Dabney/Resnick & Wagner 1990 - 1993
Drexel Burnham Lambert 1987 - 1990
M/A-COM 1980 - 1987
Skills
Private Equity, Investments, Corporate Finance, Investment Banking, Management, Leadership, Finance, Venture Capital, Mutual Funds, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Business Strategy, Financial Modeling, Strategic Planning, Bonds, New Business Development, Corporate Development, Business Planning, Financial Analysis
Education
UCLA Anderson School of Management 1984 — 1987
MBA
Yale University 1975 — 1979
bs
Mirzapur Cadet College 1968 — 1974
SSC, HSC
Mark Moynihan Mark Moynihan's Drexel Burnham Lambert Experience 1985 - 1994
Job Retirement Plans Manager at AdvantageCare Physicians
Industry Human Resources
Experience
AdvantageCare Physicians December 2013 - Present
AdvantageCare Physicians October 2013 - December 2013
Global Asset Management Firm 2012 - 2013
Societe Generale 1997 - 2011
Chemical Bank 1994 - 1996
Drexel Burnham Lambert 1985 - 1994
National Benefit Life Insurance Company 1982 - 1985
Skills
Deferred Compensation, Executive Pay, Human Resources, Employee Benefits, Compensation & Benefit, HR Transformation, Payroll, 401k, Benefits Design, Qualified Retirement..., Non-Qualified Deferred..., Talent Management, Career Development, HRIS, Leadership, Pensions, Employee Relations, Personnel Management, Management, HR Policies, Benefits Administration, Strategy, PeopleSoft, Onboarding, Employee Engagement, Succession Planning, Performance Management, Organizational Design, Workforce Planning, HR Consulting, Talent Acquisition, Job Evaluation, Employer Branding, Organizational..., Job Descriptions, Applicant Tracking..., Compensation & Benefits
Education
UMass Lowell 1976 — 1976
BS, Marketing
AdvantageCare Physicians December 2013 - Present
AdvantageCare Physicians October 2013 - December 2013
Global Asset Management Firm 2012 - 2013
Societe Generale 1997 - 2011
Chemical Bank 1994 - 1996
Drexel Burnham Lambert 1985 - 1994
National Benefit Life Insurance Company 1982 - 1985
Skills
Deferred Compensation, Executive Pay, Human Resources, Employee Benefits, Compensation & Benefit, HR Transformation, Payroll, 401k, Benefits Design, Qualified Retirement..., Non-Qualified Deferred..., Talent Management, Career Development, HRIS, Leadership, Pensions, Employee Relations, Personnel Management, Management, HR Policies, Benefits Administration, Strategy, PeopleSoft, Onboarding, Employee Engagement, Succession Planning, Performance Management, Organizational Design, Workforce Planning, HR Consulting, Talent Acquisition, Job Evaluation, Employer Branding, Organizational..., Job Descriptions, Applicant Tracking..., Compensation & Benefits
Education
UMass Lowell 1976 — 1976
BS, Marketing
Randy Abe's Drexel Burnham Lambert Experience 1989 - 1990
Job Energy, Scrap Metal, Coal, Bulk Commodity Consulting, Software Implementation at Epiphany Consulting
Industry Oil & Energy
Experience
Epiphany Energy Consulting LLC July 1996 - Present
New Capital iWorks (Venture Capital) January 1999 - October 2000
Natural Gas Clearinghouse 1995 - 1996
American Hunter Energy August 1993 - March 1995
Cook Inlet Energy Supply March 1990 - November 1993
Drexel Burnham Lambert 1989 - 1990
CITICORP/CITIBANK, N.A. 1986 - 1987
Touche Ross Financial Services Center 1984 - 1986
Financial Accounting Standards Board (FASB) 1983 - 1984
Skills
Project Management, Software Project..., Business Process..., Communication Skills, Manage Complex Projects, Streamlining Complex..., Organizational Design, Business Requirements, Dodd-Frank Compliance, Business Strategy, Bulk Commodities, Strategy, Gas, Energy Markets, Commodity Markets, Data Warehousing, Commodity, Openlink, Risk Management, Energy, Electricity Markets, Natural Gas, Renewable Energy, Energy Industry, Business Process, Hedging, Smart Grid, Commodity Risk..., Demand Response, Trading, Energy Management, Smart Metering, Derivatives, Management, Finance, Financial Modeling, Business Analysis, Corporate Finance, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Master of Business Administration (MBA), Finance, General
University of Southern California 1979 — 1983
Bachelor of Science (BS), Accounting
Epiphany Energy Consulting LLC July 1996 - Present
New Capital iWorks (Venture Capital) January 1999 - October 2000
Natural Gas Clearinghouse 1995 - 1996
American Hunter Energy August 1993 - March 1995
Cook Inlet Energy Supply March 1990 - November 1993
Drexel Burnham Lambert 1989 - 1990
CITICORP/CITIBANK, N.A. 1986 - 1987
Touche Ross Financial Services Center 1984 - 1986
Financial Accounting Standards Board (FASB) 1983 - 1984
Skills
Project Management, Software Project..., Business Process..., Communication Skills, Manage Complex Projects, Streamlining Complex..., Organizational Design, Business Requirements, Dodd-Frank Compliance, Business Strategy, Bulk Commodities, Strategy, Gas, Energy Markets, Commodity Markets, Data Warehousing, Commodity, Openlink, Risk Management, Energy, Electricity Markets, Natural Gas, Renewable Energy, Energy Industry, Business Process, Hedging, Smart Grid, Commodity Risk..., Demand Response, Trading, Energy Management, Smart Metering, Derivatives, Management, Finance, Financial Modeling, Business Analysis, Corporate Finance, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1987 — 1989
Master of Business Administration (MBA), Finance, General
University of Southern California 1979 — 1983
Bachelor of Science (BS), Accounting
Terren Peizer Terren Peizer's Drexel Burnham Lambert Experience 1985 - 1990
Job Chairman of Crede Capital Group
Industry Capital Markets
Experience
Acuitas Financial Group January 2010 - Present
Crede Capital Group June 2009 - Present
Catasys, Inc. February 2004 - Present
Drexel Burnham Lambert 1985 - 1990
First Boston 1983 - 1985
Goldman Sachs June 1980 - October 1983
Skills
Healthcare, Mergers, Telecommunications, Strategic Planning, Start-ups, Team Building, Business Development, Managed Care, Contract Negotiation, New Business Development
Education
The Wharton School, University of Pennsylvania
BSE, Finance
University of Pennsylvania - The Wharton School
B.S.E, Finance, Commerce
Acuitas Financial Group January 2010 - Present
Crede Capital Group June 2009 - Present
Catasys, Inc. February 2004 - Present
Drexel Burnham Lambert 1985 - 1990
First Boston 1983 - 1985
Goldman Sachs June 1980 - October 1983
Skills
Healthcare, Mergers, Telecommunications, Strategic Planning, Start-ups, Team Building, Business Development, Managed Care, Contract Negotiation, New Business Development
Education
The Wharton School, University of Pennsylvania
BSE, Finance
University of Pennsylvania - The Wharton School
B.S.E, Finance, Commerce
Trish L. Griffin Trish L. Griffin's Drexel Burnham Lambert Experience September 1982 - June 1985
Job Director/ VPSecurities,Options,Trading Underwriting ,Capital Markets,SEC Regulatory,Compliance,Risk Mgt,CBOETV
Industry Financial Services
Experience
FINRA/CBOE- Financial Industry Regulatory Authority-Chicago Board Options Exchange July 2012 - Present
Chase / Washington Mutual Bank 2004 - 2008
Chicago Board of Trade- Futuresline May 2003 - June 2004
Morgan Stanley Smith Barney 1995 - 2001
Morgan Stanley Dean Witter Reynolds Inc June 1985 - January 1995
Drexel Burnham Lambert September 1982 - June 1985
Skills
Code Enforcement, Compliance Audits, Account Management, Retail Banking, Investment Banking, Banking Operations, Stock Market, Bonds, Management Consulting, Risk Management, Regulatory Affairs, Regulatory Requirements, Trading, Anchoring, Portfolio Management, Capital Markets, Audit, Compliance, Series 7, SEC reporting, Banking, Underwriting, Financial Markets, Asset Management, Fixed Income, Financial Analysis, Corporate Finance, Investments, Cash Management, Credit Risk, Wealth Management, AML, Executive Management, Financial Management, Mutual Funds, Financial Modeling, Risk, Securities, Financial Planning, Credit, Equities, Series 63, Dodd-Frank, Community Reinvestment..., Legal Compliance, Commercial Mortgages, Residential Mortgages, Due Diligence, Options, Finance
Education
University of Southern California 1978 — 1982
BA, Finance, French
University of Southern California
FINRA/CBOE- Financial Industry Regulatory Authority-Chicago Board Options Exchange July 2012 - Present
Chase / Washington Mutual Bank 2004 - 2008
Chicago Board of Trade- Futuresline May 2003 - June 2004
Morgan Stanley Smith Barney 1995 - 2001
Morgan Stanley Dean Witter Reynolds Inc June 1985 - January 1995
Drexel Burnham Lambert September 1982 - June 1985
Skills
Code Enforcement, Compliance Audits, Account Management, Retail Banking, Investment Banking, Banking Operations, Stock Market, Bonds, Management Consulting, Risk Management, Regulatory Affairs, Regulatory Requirements, Trading, Anchoring, Portfolio Management, Capital Markets, Audit, Compliance, Series 7, SEC reporting, Banking, Underwriting, Financial Markets, Asset Management, Fixed Income, Financial Analysis, Corporate Finance, Investments, Cash Management, Credit Risk, Wealth Management, AML, Executive Management, Financial Management, Mutual Funds, Financial Modeling, Risk, Securities, Financial Planning, Credit, Equities, Series 63, Dodd-Frank, Community Reinvestment..., Legal Compliance, Commercial Mortgages, Residential Mortgages, Due Diligence, Options, Finance
Education
University of Southern California 1978 — 1982
BA, Finance, French
University of Southern California
William Feeney William Feeney's Drexel Burnham Lambert Experience 1983 - 1989
Job Vice President Investments at UBS
Industry Financial Services
Experience
UBS 1989 - Present
Drexel Burnham Lambert 1983 - 1989
Education
University of Colorado Boulder - Leeds School of Business 1979 — 1983
Bachelor of Science, Business Administration, Finance
UBS 1989 - Present
Drexel Burnham Lambert 1983 - 1989
Education
University of Colorado Boulder - Leeds School of Business 1979 — 1983
Bachelor of Science, Business Administration, Finance
Ron Kaminker Ron Kaminker's Drexel Burnham Lambert Experience July 1985 - February 1990
Job President at Quantinal Capital Advisors
Industry Financial Services
Experience
Quantinal Capital Advisors March 2000 - Present
Secured Capital Corp 1990 - 2000
Drexel Burnham Lambert July 1985 - February 1990
Skills
Financial Modeling, Valuation, Structured Finance, DCF, Structuring, Securitization, CMBS, CDO, Commercial Mortgages, Loan Structuring, Cash Flow Forecasting, Excel, Analytics, Data Analysis, Quantitative, Real Estate, Private Equity, Distressed Debt, Land Valuation Model, CMBS B-Piece valuation..., CMBS Pricing and Hedging, Model validation, OCC model compliance, Model Risk Management, Data Modeling, Financial Structuring, Appraisals, Financial Analysis, Microsoft Excel, Loans, Portfolio Management, Finance, Credit, Capital Markets, V&V, Asset Management, Underwriting, Investments, Due Diligence, Real Estate Economics
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Computer Applications / Finance
University of Pennsylvania 1980 — 1984
BA, European History
Quantinal Capital Advisors March 2000 - Present
Secured Capital Corp 1990 - 2000
Drexel Burnham Lambert July 1985 - February 1990
Skills
Financial Modeling, Valuation, Structured Finance, DCF, Structuring, Securitization, CMBS, CDO, Commercial Mortgages, Loan Structuring, Cash Flow Forecasting, Excel, Analytics, Data Analysis, Quantitative, Real Estate, Private Equity, Distressed Debt, Land Valuation Model, CMBS B-Piece valuation..., CMBS Pricing and Hedging, Model validation, OCC model compliance, Model Risk Management, Data Modeling, Financial Structuring, Appraisals, Financial Analysis, Microsoft Excel, Loans, Portfolio Management, Finance, Credit, Capital Markets, V&V, Asset Management, Underwriting, Investments, Due Diligence, Real Estate Economics
Education
New York University - Leonard N. Stern School of Business 1984 — 1986
MBA, Computer Applications / Finance
University of Pennsylvania 1980 — 1984
BA, European History
Greg Rupert's Drexel Burnham Lambert Experience 1984 - 1990
Job Financial Advisor at Ameriprise Financial
Industry Financial Services
Experience
Ameriprise Financial March 2006 - Present
RBC Securities 1991 - 2006
Drexel Burnham Lambert 1984 - 1990
Education
The University of Kansas 1970 — 1973
BA, Economics
Ameriprise Financial March 2006 - Present
RBC Securities 1991 - 2006
Drexel Burnham Lambert 1984 - 1990
Education
The University of Kansas 1970 — 1973
BA, Economics
Ian MacLeod Ian MacLeod's Drexel Burnham Lambert Experience 1988 - 1990
Job Ian MacLeod — Marketing & Brand Champion
Industry Utilities
Experience
Master Meter, Inc. June 2006 - Present
Elster January 2005 - June 2006
HD Supply - Waterworks 2002 - 2005
Schlumberger 2000 - 2002
Neptune Technology Group 1998 - 2000
Schlumberger 1996 - 1998
Nippon Television, Fuji Television, ProVision 1990 - 1994
Drexel Burnham Lambert 1988 - 1990
Skills
Energy, Product Marketing, Business Development, Product Development, Strategic Planning, Product Management, New Business Development, Business Strategy, Sales Management, Contract Negotiation, Marketing Strategy, Project Management, Marketing, Strategy, AMI, Smart Grid, Smart Metering, Management, SEO, Leadership, Sales, Advertising, Demand Response, Meters, B2B, Marketing Management, Sales Operations, CRM, Competitive Analysis, Pricing, Strategic Partnerships
Education
University of Southern California 1984 — 1988
Bachelor of Arts (B.A.)
早稲田大学 / Waseda University 1985 — 1986
Kokusaibu
Master Meter, Inc. June 2006 - Present
Elster January 2005 - June 2006
HD Supply - Waterworks 2002 - 2005
Schlumberger 2000 - 2002
Neptune Technology Group 1998 - 2000
Schlumberger 1996 - 1998
Nippon Television, Fuji Television, ProVision 1990 - 1994
Drexel Burnham Lambert 1988 - 1990
Skills
Energy, Product Marketing, Business Development, Product Development, Strategic Planning, Product Management, New Business Development, Business Strategy, Sales Management, Contract Negotiation, Marketing Strategy, Project Management, Marketing, Strategy, AMI, Smart Grid, Smart Metering, Management, SEO, Leadership, Sales, Advertising, Demand Response, Meters, B2B, Marketing Management, Sales Operations, CRM, Competitive Analysis, Pricing, Strategic Partnerships
Education
University of Southern California 1984 — 1988
Bachelor of Arts (B.A.)
早稲田大学 / Waseda University 1985 — 1986
Kokusaibu
Joe Cole Joe Cole's Drexel Burnham Lambert Experience March 1987 - July 1989
Job Seeking New OpportunitiesBusiness DevelopmentOperationsManagement
Industry Nonprofit Organization Management
Experience
Briarpatch Ranch Movie Locations December 2013 - Present
RJC Consulting October 2000 - Present
Cards For a Cause LLC March 2009 - October 2013
GYG International March 2008 - May 2009
Leonard & Company FInancial Services May 2004 - October 2007
Dean WItter Reynolds July 1989 - December 2004
McDonald Investments December 1995 - April 2004
Drexel Burnham Lambert March 1987 - July 1989
A & Y Auto Transport September 1983 - September 1986
Skills
Major Fields of study:..., Labor Relations,..., classes, Michigan, State University and..., Social Networking, Marketing, Management, Fundraising, Budgets, Negotiation, Procurement, Retail, Team Building, Customer Service, Sales, Training, Small Business, Strategic Planning, Social Media Marketing, Entrepreneurship, Leadership, Business Strategy, Contract Negotiation, Marketing Strategy, Time Management, Start-ups, Team Leadership, Sales Management, Hospitality, Business Development, New Business Development, Online Marketing, Business Planning, Strategy, Forecasting, Purchasing, Mergers & Acquisitions, Financial Analysis, Inventory Management, Advertising, Pricing, Product Development, Market Research, Event Management, Analysis, Project Planning, Coaching, Account Management, Competitive Analysis
Education
University of Michigan 1975 — 1978
General Studies, Economics/Business
Michigan State University 1974 — 1975
NA, General Studies
Andover 1971 — 1974
University of Michigan
Briarpatch Ranch Movie Locations December 2013 - Present
RJC Consulting October 2000 - Present
Cards For a Cause LLC March 2009 - October 2013
GYG International March 2008 - May 2009
Leonard & Company FInancial Services May 2004 - October 2007
Dean WItter Reynolds July 1989 - December 2004
McDonald Investments December 1995 - April 2004
Drexel Burnham Lambert March 1987 - July 1989
A & Y Auto Transport September 1983 - September 1986
Skills
Major Fields of study:..., Labor Relations,..., classes, Michigan, State University and..., Social Networking, Marketing, Management, Fundraising, Budgets, Negotiation, Procurement, Retail, Team Building, Customer Service, Sales, Training, Small Business, Strategic Planning, Social Media Marketing, Entrepreneurship, Leadership, Business Strategy, Contract Negotiation, Marketing Strategy, Time Management, Start-ups, Team Leadership, Sales Management, Hospitality, Business Development, New Business Development, Online Marketing, Business Planning, Strategy, Forecasting, Purchasing, Mergers & Acquisitions, Financial Analysis, Inventory Management, Advertising, Pricing, Product Development, Market Research, Event Management, Analysis, Project Planning, Coaching, Account Management, Competitive Analysis
Education
University of Michigan 1975 — 1978
General Studies, Economics/Business
Michigan State University 1974 — 1975
NA, General Studies
Andover 1971 — 1974
University of Michigan
Bob Rotanz Bob Rotanz's Drexel Burnham Lambert Experience June 1986 - January 1990
Job Client Strategist at GEN RE NEAM
Industry Investment Management
Experience
GEN RE- NEAM May 2015 - Present
Mizuho Securities Co., Ltd. May 2011 - April 2015
FTN Financial March 2009 - April 2011
J.P. Morgan April 2008 - March 2009
Bear Stearns January 1990 - March 2008
Drexel Burnham Lambert June 1986 - January 1990
Xerox January 1981 - June 1986
Skills
Fixed Income, Capital Markets, Trading
Education
University of Delaware 1976 — 1980
BS, Political Science/Business
GEN RE- NEAM May 2015 - Present
Mizuho Securities Co., Ltd. May 2011 - April 2015
FTN Financial March 2009 - April 2011
J.P. Morgan April 2008 - March 2009
Bear Stearns January 1990 - March 2008
Drexel Burnham Lambert June 1986 - January 1990
Xerox January 1981 - June 1986
Skills
Fixed Income, Capital Markets, Trading
Education
University of Delaware 1976 — 1980
BS, Political Science/Business
Bob Jarmak Bob Jarmak's Drexel Burnham Lambert Experience 1980 - 1984
Job CEO at CMB Financial Corp.
Industry Financial Services
Experience
CMB Financial Corp. 1993 - Present
Manchester Community College 2001 - 2011
First NH Mortgage Corp. 1988 - 1993
Fleet Financial Group. 1984 - 1988
Drexel Burnham Lambert 1980 - 1984
Education
Bates College
BS
Thomas College
Master of Science (MS)
CMB Financial Corp. 1993 - Present
Manchester Community College 2001 - 2011
First NH Mortgage Corp. 1988 - 1993
Fleet Financial Group. 1984 - 1988
Drexel Burnham Lambert 1980 - 1984
Education
Bates College
BS
Thomas College
Master of Science (MS)
cari zweig-driscoll's Drexel Burnham Lambert Experience January 1985 - December 1989
Job Real Estate advisor Jameson Sothebys
Industry Investment Management
Experience
Coldwell Banker Real Estate March 2013 - January 2015
Morgan Stanley Smith Barney August 2010 - March 2013
Jameson Real Estate December 1989 - July 2010
Drexel Burnham Lambert January 1985 - December 1989
Skills
Asset Managment, Investment Properties, Real Estate Economics, Real Estate Transactions, Residential Homes, Asset Management, Mortgage Lending, Portfolio Management, Negotiation, Finance, Commercial Real Estate, Selling, Sales, Investors, Real Estate Financing, Real Estate Development, Investments, Condos
Education
The University of Kansas 1981 — 1985
Business, Finance and Economics
Coldwell Banker Real Estate March 2013 - January 2015
Morgan Stanley Smith Barney August 2010 - March 2013
Jameson Real Estate December 1989 - July 2010
Drexel Burnham Lambert January 1985 - December 1989
Skills
Asset Managment, Investment Properties, Real Estate Economics, Real Estate Transactions, Residential Homes, Asset Management, Mortgage Lending, Portfolio Management, Negotiation, Finance, Commercial Real Estate, Selling, Sales, Investors, Real Estate Financing, Real Estate Development, Investments, Condos
Education
The University of Kansas 1981 — 1985
Business, Finance and Economics
Larry Wagner Larry Wagner's Drexel Burnham Lambert Experience 1981 - 1990
Job Principal at Navint Partners, LLC
Industry Financial Services
Experience
Navint Partners, LLC May 2014 - Present
LJW Consulting Inc. January 2014 - Present
C&A consulting LLC October 2009 - December 2013
The Blackstone Group May 2008 - November 2009
Nomura Securities 2003 - 2007
ING 1990 - 2003
ING Barings 1990 - 2003
Furman Selz 1990 - 1998
Drexel Burnham Lambert 1981 - 1990
Spicer Oppenheim 1977 - 1981
Skills
Equities, Financial Services, Hedge Funds, Fixed Income, Financial Risk, Program Management, Capital Markets, Asset Management, Strategy, Management, Finance, Strategic Financial..., Private Equity, Financial Modeling, Alternative Investments, Cash Management, Financial Analysis, Investment Banking, Mergers, Portfolio Management, Securities, Mergers & Acquisitions, Financial Planning
Education
University at Albany, SUNY
Navint Partners, LLC May 2014 - Present
LJW Consulting Inc. January 2014 - Present
C&A consulting LLC October 2009 - December 2013
The Blackstone Group May 2008 - November 2009
Nomura Securities 2003 - 2007
ING 1990 - 2003
ING Barings 1990 - 2003
Furman Selz 1990 - 1998
Drexel Burnham Lambert 1981 - 1990
Spicer Oppenheim 1977 - 1981
Skills
Equities, Financial Services, Hedge Funds, Fixed Income, Financial Risk, Program Management, Capital Markets, Asset Management, Strategy, Management, Finance, Strategic Financial..., Private Equity, Financial Modeling, Alternative Investments, Cash Management, Financial Analysis, Investment Banking, Mergers, Portfolio Management, Securities, Mergers & Acquisitions, Financial Planning
Education
University at Albany, SUNY
Charles P. Toppino Charles P. Toppino's Drexel Burnham Lambert Experience 1986 - 1990
Job President at Oak Pass Capital Management
Industry Real Estate
Experience
Oak Pass Capital Management January 2011 - Present
Square Mile Capital Management - Private Equity Real Estate Fund July 2008 - December 2010
Secured Capital Corp / Eastdil Secured 1990 - 2008
Drexel Burnham Lambert 1986 - 1990
Coopers and Lybrand, Kenneth Leventhal & Company 1982 - 1986
Skills
Asset Managment, Real Estate Economics, Investments, Real Estate, Asset Management, Valuation, Corporate Finance, Private Equity, Entrepreneurship, Portfolio Management, Mergers & Acquisitions, Commercial Real Estate, Equities, Mortgage Lending, Due Diligence, Acquisitions, Loans, Commercial Mortgages, Real Estate Development, Investment Properties, Investors, Real Estate Financing, Brokerage, Disposition, Financial Structuring, Real Estate Transactions, Capital, Structured Finance, Joint Ventures, Capital Markets, Leases, Real Estate Private..., Financial Modeling, Funding, Corporate Real Estate, Finance
Education
University of Florida 1977 — 1981
Bachelor of Science, Fisher School of Accounting
Ransom High School - Coconut Grove Fla
Oak Pass Capital Management January 2011 - Present
Square Mile Capital Management - Private Equity Real Estate Fund July 2008 - December 2010
Secured Capital Corp / Eastdil Secured 1990 - 2008
Drexel Burnham Lambert 1986 - 1990
Coopers and Lybrand, Kenneth Leventhal & Company 1982 - 1986
Skills
Asset Managment, Real Estate Economics, Investments, Real Estate, Asset Management, Valuation, Corporate Finance, Private Equity, Entrepreneurship, Portfolio Management, Mergers & Acquisitions, Commercial Real Estate, Equities, Mortgage Lending, Due Diligence, Acquisitions, Loans, Commercial Mortgages, Real Estate Development, Investment Properties, Investors, Real Estate Financing, Brokerage, Disposition, Financial Structuring, Real Estate Transactions, Capital, Structured Finance, Joint Ventures, Capital Markets, Leases, Real Estate Private..., Financial Modeling, Funding, Corporate Real Estate, Finance
Education
University of Florida 1977 — 1981
Bachelor of Science, Fisher School of Accounting
Ransom High School - Coconut Grove Fla
Pamela Levine Pamela Levine's Drexel Burnham Lambert Experience 1986 - 1990
Job V.P SALES and MERCHANDISING at C.S.A GUATEMALA , S.A carribean sourcing apparel
Industry Textiles
Experience
C.S.A GUATEMALA , S.A - carribean sourcing apparel July 2014 - Present
Industria Textil Del Pacifico Peru November 2012 - Present
Assoluto February 1998 - November 2012
Unger Fabrik February 1996 - January 1998
LA DYE AND PRINT- F40 Division 1993 - 1996
Smash Clothing 1991 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
Textiles, Apparel, Denim, Fashion, Sportswear, Shirts, Sourcing, Retail, Sales Management, Wholesale, Fit, Global Sourcing, New Business Development, Negotiation, Forecasting, Team Building, Marketing Strategy, Sales, Trend
Education
University of Hawaii at Manoa 1983 — 1986
C.S.A GUATEMALA , S.A - carribean sourcing apparel July 2014 - Present
Industria Textil Del Pacifico Peru November 2012 - Present
Assoluto February 1998 - November 2012
Unger Fabrik February 1996 - January 1998
LA DYE AND PRINT- F40 Division 1993 - 1996
Smash Clothing 1991 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
Textiles, Apparel, Denim, Fashion, Sportswear, Shirts, Sourcing, Retail, Sales Management, Wholesale, Fit, Global Sourcing, New Business Development, Negotiation, Forecasting, Team Building, Marketing Strategy, Sales, Trend
Education
University of Hawaii at Manoa 1983 — 1986
Barry Gillman Barry Gillman's Drexel Burnham Lambert Experience January 1979 - July 1980
Job Principal at Longevity Financial Consulting LLC
Industry Financial Services
Experience
Longevity Financial Consulting LLC January 2012 - Present
Brandes Institute Advisory Board January 2012 - Present
Brandes Investment Partners LP January 2002 - January 2012
Farris Gillman & Associates Inc 1996 - 2002
Prudential Capital Management International 1984 - 1996
Citibank NA 1980 - 1984
Drexel Burnham Lambert January 1979 - July 1980
National Provident Institution September 1972 - January 1979
Skills
Business Strategy, Marketing strategy, Presentation training, Foreign Investment, Longevity impact..., Long Term Care Insurance, Marketing Strategy, Investments, Portfolio Management, Equities, Asset Managment, Financial Services, Investment Strategies, Retirement Planning, Asset Management, Investment Management, Investment Advisory, Presentation Coaching, Institutional..., Fixed Income, Retirement, Alternative Investments
Education
Cambridge University 1976 — 1976
Master of Arts (MA), Mathematics
Cambridge University 1969 — 1972
Bachelor of Arts (B.A.), Mathematics
Longevity Financial Consulting LLC January 2012 - Present
Brandes Institute Advisory Board January 2012 - Present
Brandes Investment Partners LP January 2002 - January 2012
Farris Gillman & Associates Inc 1996 - 2002
Prudential Capital Management International 1984 - 1996
Citibank NA 1980 - 1984
Drexel Burnham Lambert January 1979 - July 1980
National Provident Institution September 1972 - January 1979
Skills
Business Strategy, Marketing strategy, Presentation training, Foreign Investment, Longevity impact..., Long Term Care Insurance, Marketing Strategy, Investments, Portfolio Management, Equities, Asset Managment, Financial Services, Investment Strategies, Retirement Planning, Asset Management, Investment Management, Investment Advisory, Presentation Coaching, Institutional..., Fixed Income, Retirement, Alternative Investments
Education
Cambridge University 1976 — 1976
Master of Arts (MA), Mathematics
Cambridge University 1969 — 1972
Bachelor of Arts (B.A.), Mathematics
Thomas Laresca Thomas Laresca's Drexel Burnham Lambert Experience 1987 - 1992
Job Business Development at Net Zero Enterprises
Industry Financial Services
Experience
Net Zero Enterprises September 2015 - Present
Cambridge Medical Funding Group, LLC May 2015 - Present
Buckman Buckman & Reid March 2013 - 2014
Hudson Securities January 2007 - January 2013
E&J Securities New York Stock Exchange January 2002 - January 2007
K.O.K 1225 Non Profit Org. January 1999 - January 2003
Charity Work for Kids 1997 - 1998
Barron Chase 1994 - 1997
Drexel Burnham Lambert 1987 - 1992
Skills
Securities, Trading, Equity Trading, Business Development, Market Making, Sales, Equities, Startup Development, Risk Assessment, Options, Long-term Customer..., Bloomberg, Financial Markets, Electronic Trading, Series 63, Series 7, Sales Management, Sports, Teaching, Capital Markets, Investments, Alternative Investments, Hedge Funds, Trading Systems, Derivatives, Portfolio Management, Investment Strategies, No-Fault, Workers Compensation, Management, Financial Services, Risk Management
Education
Saint John's University 1987 — 1991
Bachelor's Degree, Business
University of Miami 1986 — 1987
Business Administration and Management, General
Monsignor Farrell 1982 — 1986
Net Zero Enterprises September 2015 - Present
Cambridge Medical Funding Group, LLC May 2015 - Present
Buckman Buckman & Reid March 2013 - 2014
Hudson Securities January 2007 - January 2013
E&J Securities New York Stock Exchange January 2002 - January 2007
K.O.K 1225 Non Profit Org. January 1999 - January 2003
Charity Work for Kids 1997 - 1998
Barron Chase 1994 - 1997
Drexel Burnham Lambert 1987 - 1992
Skills
Securities, Trading, Equity Trading, Business Development, Market Making, Sales, Equities, Startup Development, Risk Assessment, Options, Long-term Customer..., Bloomberg, Financial Markets, Electronic Trading, Series 63, Series 7, Sales Management, Sports, Teaching, Capital Markets, Investments, Alternative Investments, Hedge Funds, Trading Systems, Derivatives, Portfolio Management, Investment Strategies, No-Fault, Workers Compensation, Management, Financial Services, Risk Management
Education
Saint John's University 1987 — 1991
Bachelor's Degree, Business
University of Miami 1986 — 1987
Business Administration and Management, General
Monsignor Farrell 1982 — 1986
Caroline Korn Caroline Korn's Drexel Burnham Lambert Experience September 1983 - June 1987
Job Senior Vice President at Pinnacle Investments, LLC
Industry Financial Services
Experience
Pinnacle Investments, LLC March 2014 - Present
Brighton Securities December 2005 - March 2014
AG Edwards June 1991 - December 1995
Drexel Burnham Lambert September 1983 - June 1987
Skills
Retirement Planning, Wealth Management, 401k, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Estate Planning, Portfolio Management, Retirement, Investments, Securities, IRAs, Asset Management, Equity Research, Alternative Investments, Equities, Strategic Financial..., Series 65, Asset Allocation, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
UCLA 1981 — 1985
Bachelor of Arts (B.A.), Economics
Pinnacle Investments, LLC March 2014 - Present
Brighton Securities December 2005 - March 2014
AG Edwards June 1991 - December 1995
Drexel Burnham Lambert September 1983 - June 1987
Skills
Retirement Planning, Wealth Management, 401k, Series 7, Series 63, Investment Advisory, Mutual Funds, Investment Strategies, Estate Planning, Portfolio Management, Retirement, Investments, Securities, IRAs, Asset Management, Equity Research, Alternative Investments, Equities, Strategic Financial..., Series 65, Asset Allocation, Financial Planning
Education
University of California, Los Angeles - The Anderson School of Management 1985 — 1987
Master of Business Administration (M.B.A.), Finance, General
UCLA 1981 — 1985
Bachelor of Arts (B.A.), Economics
Lisa Elkin-Schwartz Lisa Elkin-Schwartz's Drexel Burnham Lambert Experience 1983 - June 1989
Job Retired
Industry Financial Services
Experience
Raymond James Financial Inc. June 1989 - April 2012
Drexel Burnham Lambert 1983 - June 1989
Donaldson, Lufkin & Jenrette 1979 - 1983
Skills
Series 7,63 and 24, Customer Service, Budgets, Accounts Receivable, Account Reconciliation, Accounts Payable, Quickbooks, Quicken, Outlook, Microsoft Word, Microsoft Excel, QuickBooks, Invoicing, Payroll, Bookkeeping, Access, Bonds
Education
University of Maine 1971 — 1974
Bachelor of Science (BS)
Raymond James Financial Inc. June 1989 - April 2012
Drexel Burnham Lambert 1983 - June 1989
Donaldson, Lufkin & Jenrette 1979 - 1983
Skills
Series 7,63 and 24, Customer Service, Budgets, Accounts Receivable, Account Reconciliation, Accounts Payable, Quickbooks, Quicken, Outlook, Microsoft Word, Microsoft Excel, QuickBooks, Invoicing, Payroll, Bookkeeping, Access, Bonds
Education
University of Maine 1971 — 1974
Bachelor of Science (BS)
Charlie Clapp Charlie Clapp's Drexel Burnham Lambert Experience 1987 - 1990
Job President Howland Capital
Industry Investment Management
Experience
Howland Capital 1991 - Present
Drexel Burnham Lambert 1987 - 1990
Skills
Trustee, Investment Advisory, Estate Planning, Retirement Planning, Investments, Asset Allocation, Asset Managment, High Net Worth..., Portfolio Management, Investment Management, Alternative Investments, Mergers & Acquisitions, Wealth Management, Wealth Management..., Investment Strategies, Venture Capital, Mutual Funds, Securities, Hedge Funds, Asset Management
Education
Thunderbird School of Global Management 1981 — 1983
MBA
Unversity of Washington 1978 — 1981
BA, Business
Howland Capital 1991 - Present
Drexel Burnham Lambert 1987 - 1990
Skills
Trustee, Investment Advisory, Estate Planning, Retirement Planning, Investments, Asset Allocation, Asset Managment, High Net Worth..., Portfolio Management, Investment Management, Alternative Investments, Mergers & Acquisitions, Wealth Management, Wealth Management..., Investment Strategies, Venture Capital, Mutual Funds, Securities, Hedge Funds, Asset Management
Education
Thunderbird School of Global Management 1981 — 1983
MBA
Unversity of Washington 1978 — 1981
BA, Business
Bruce Rosen Bruce Rosen's Drexel Burnham Lambert Experience September 1982 - June 1989
Job Nonprofit Consultant
Industry Nonprofit Organization Management
Experience
Community Action Inc. 1994 - Present
Redwood Financial 1990 - Present
Westside Food Bank 1990 - Present
Inside Out Community Arts March 2011 - January 2012
Center for Nonprofit Management 1996 - 2010
Pacific Clinics Portals 2005 - 2005
Kayne Anderson Capital Advisors July 1986 - December 1989
Drexel Burnham Lambert September 1982 - June 1989
Skills
Non-profits, Fundraising, Grant Writing, Community Outreach, Board Development, Grants, Volunteer Management, Program Development, Philanthropy, Event Planning, Board Relations, Public Speaking, Arts Administration, Event Management, Strategic Planning, Resource Development, Fundraisers, Non-profit Board..., Capacity Building, Social Entrepreneurship
Education
UCLA
Bachelor of Arts (B.A.), English Literature
Community Action Inc. 1994 - Present
Redwood Financial 1990 - Present
Westside Food Bank 1990 - Present
Inside Out Community Arts March 2011 - January 2012
Center for Nonprofit Management 1996 - 2010
Pacific Clinics Portals 2005 - 2005
Kayne Anderson Capital Advisors July 1986 - December 1989
Drexel Burnham Lambert September 1982 - June 1989
Skills
Non-profits, Fundraising, Grant Writing, Community Outreach, Board Development, Grants, Volunteer Management, Program Development, Philanthropy, Event Planning, Board Relations, Public Speaking, Arts Administration, Event Management, Strategic Planning, Resource Development, Fundraisers, Non-profit Board..., Capacity Building, Social Entrepreneurship
Education
UCLA
Bachelor of Arts (B.A.), English Literature
Oleh Turczak's Drexel Burnham Lambert Experience 1981 - 1990
Job Executive Project Director /Facilities Development & Construction
Industry Construction
Experience
I February 2010 - Present
Rensselaer Polytechnic Institute November 2001 - Present
IA Interior Architects May 2000 - October 2001
TPG Architecture November 1997 - July 1999
NatWest Bank 1993 - 1996
Drexel Burnham Lambert 1981 - 1990
Skills
Construction Management, Green Building, Construction, Architectural Design, Sustainable Design, Design Research, Sustainability, Historic Preservation, Architecture, SketchUp, Architectural Drawings, Construction Drawings, Submittals, LEED, Facilities Management, Value Engineering, Space planning, Project Planning, Program Management, Operations Management, Architectures, Contract Management, Space Planning
Education
The Cooper Union for the Advancement of Science and Art 1973 — 1979
B ARCH, ARCHITECTURE
I February 2010 - Present
Rensselaer Polytechnic Institute November 2001 - Present
IA Interior Architects May 2000 - October 2001
TPG Architecture November 1997 - July 1999
NatWest Bank 1993 - 1996
Drexel Burnham Lambert 1981 - 1990
Skills
Construction Management, Green Building, Construction, Architectural Design, Sustainable Design, Design Research, Sustainability, Historic Preservation, Architecture, SketchUp, Architectural Drawings, Construction Drawings, Submittals, LEED, Facilities Management, Value Engineering, Space planning, Project Planning, Program Management, Operations Management, Architectures, Contract Management, Space Planning
Education
The Cooper Union for the Advancement of Science and Art 1973 — 1979
B ARCH, ARCHITECTURE
Mike O'Toole's Drexel Burnham Lambert Experience 1982 - 1987
Job Senior Vice President, Herman Miller
Industry Furniture
Experience
Herman Miller May 2015 - Present
Drexel Burnham Lambert 1982 - 1987
Skills
Sales Management, New Business Development, Account Management
Education
University of Kansas
BS, Business
Herman Miller May 2015 - Present
Drexel Burnham Lambert 1982 - 1987
Skills
Sales Management, New Business Development, Account Management
Education
University of Kansas
BS, Business
Karin Backstrom Karin Backstrom's Drexel Burnham Lambert Experience 1985 - 1989
Job Managing Partner at Backstrom & Heinrichs, APC
Industry Law Practice
Experience
Backstrom & Heinrichs, APC September 2009 - Present
Dietz, Gilmor & Associates December 2007 - September 2009
Backstrom & Heinrichs September 2001 - December 2007
Hinchy, Witte, Wood, Anderson & Hodges 1997 - 2001
Sheppard Mullin Richter & Hampton LLP 1995 - 1997
Littler Mendelson 1993 - 1995
Appellate Defenders, Inc. 1991 - 1993
Justice Gilbert Nares September 1991 - December 1991
Drexel Burnham Lambert 1985 - 1989
Skills
Negotiation, Advocacy, HR Consulting, Employment Law, Employment Litigation, Workplace Investigations, Employment Law..., Federal Employment Law, Retaliation, Workplace Violence, Personnel Policies, WARN, Consulting Agreements, FMLA, CFRA, Leaves Of Absence, Employee Relations, Employee/Labor Relations, Employment Contracts, ADA compliance, Employee Handbooks, Training & Development, SEXUAL HARASSMENT..., LABOR COMMISSIONER..., Labor, Industrial Relations, Employee Training, Human Resources, Workplace Safety, Arbitration, Litigation, Mediation, Leave of Absence, Breach Of Contract, Legal Assistance, Legal Writing, Legal Research, Civil Litigation
Education
University of San Diego School of Law 1989 — 1992
J.D. Cum Laude, Law
University of California, Los Angeles 1983 — 1987
BA, Sociology, Business
Backstrom & Heinrichs, APC September 2009 - Present
Dietz, Gilmor & Associates December 2007 - September 2009
Backstrom & Heinrichs September 2001 - December 2007
Hinchy, Witte, Wood, Anderson & Hodges 1997 - 2001
Sheppard Mullin Richter & Hampton LLP 1995 - 1997
Littler Mendelson 1993 - 1995
Appellate Defenders, Inc. 1991 - 1993
Justice Gilbert Nares September 1991 - December 1991
Drexel Burnham Lambert 1985 - 1989
Skills
Negotiation, Advocacy, HR Consulting, Employment Law, Employment Litigation, Workplace Investigations, Employment Law..., Federal Employment Law, Retaliation, Workplace Violence, Personnel Policies, WARN, Consulting Agreements, FMLA, CFRA, Leaves Of Absence, Employee Relations, Employee/Labor Relations, Employment Contracts, ADA compliance, Employee Handbooks, Training & Development, SEXUAL HARASSMENT..., LABOR COMMISSIONER..., Labor, Industrial Relations, Employee Training, Human Resources, Workplace Safety, Arbitration, Litigation, Mediation, Leave of Absence, Breach Of Contract, Legal Assistance, Legal Writing, Legal Research, Civil Litigation
Education
University of San Diego School of Law 1989 — 1992
J.D. Cum Laude, Law
University of California, Los Angeles 1983 — 1987
BA, Sociology, Business
Steve Strumwasser Steve Strumwasser's Drexel Burnham Lambert Experience June 1984 - March 1988
Job Senior Executive Managing Director at Langdon P. Cook, LLC
Industry Investment Banking
Experience
Langdon P. Cook, LLC February 1996 - Present
Deutsche Bank March 1988 - January 1996
Drexel Burnham Lambert June 1984 - March 1988
Skills
Fixed Income, Trading, Financial Analysis, New Business Development, Investments, Management, Bloomberg, Asset Management, Capital Markets, Leadership, Alternative Investments, Securities, Hedge Funds, Proprietary Trading, Arbitrage, Series 7, Strategy
Education
Syracuse University - Martin J. Whitman School of Management 1978 — 1982
BS, Accounting & Finance
Langdon P. Cook, LLC February 1996 - Present
Deutsche Bank March 1988 - January 1996
Drexel Burnham Lambert June 1984 - March 1988
Skills
Fixed Income, Trading, Financial Analysis, New Business Development, Investments, Management, Bloomberg, Asset Management, Capital Markets, Leadership, Alternative Investments, Securities, Hedge Funds, Proprietary Trading, Arbitrage, Series 7, Strategy
Education
Syracuse University - Martin J. Whitman School of Management 1978 — 1982
BS, Accounting & Finance
Robert Bewick Robert Bewick's Drexel Burnham Lambert Experience November 1981 - April 1984
Job Managing Partner FinaXiomShareef LLP
Industry Financial Services
Experience
FinaXiom LLP January 2010 - Present
FinaXiom Shareef LLP January 2010 - Present
Contingent Capital Limited January 2011 - Present
Acornventures Limited January 2000 - December 2010
Consultant January 1998 - December 1999
Henderson Crosthwaite August 1996 - December 1997
Wood Mackenzie/NatWest Securities February 1987 - August 1996
Capel Cure Myers August 1985 - February 1987
Dean Witter Reynolds August 1984 - August 1985
Drexel Burnham Lambert November 1981 - April 1984
Skills
Private Equity, Corporate Finance, Venture Capital, Investment Banking, Due Diligence, Corporate Law, Business Development, Finance, Business Planning, Equities, Negotiation, Banking, Securities, Executive Management, Management, Funding
Education
The London School of Economics and Political Science (LSE) 1978 — 1981
BSc Econ (Hons), Economics Economic History
Bolton School 1968 — 1978
FinaXiom LLP January 2010 - Present
FinaXiom Shareef LLP January 2010 - Present
Contingent Capital Limited January 2011 - Present
Acornventures Limited January 2000 - December 2010
Consultant January 1998 - December 1999
Henderson Crosthwaite August 1996 - December 1997
Wood Mackenzie/NatWest Securities February 1987 - August 1996
Capel Cure Myers August 1985 - February 1987
Dean Witter Reynolds August 1984 - August 1985
Drexel Burnham Lambert November 1981 - April 1984
Skills
Private Equity, Corporate Finance, Venture Capital, Investment Banking, Due Diligence, Corporate Law, Business Development, Finance, Business Planning, Equities, Negotiation, Banking, Securities, Executive Management, Management, Funding
Education
The London School of Economics and Political Science (LSE) 1978 — 1981
BSc Econ (Hons), Economics Economic History
Bolton School 1968 — 1978
Geoffrey Faux Geoffrey Faux's Drexel Burnham Lambert Experience 1986 - 1990
Job Managing Partner at Caymus Equity Partners LLC
Industry Venture Capital & Private Equity
Experience
Caymus Equity Partners LLC June 2009 - Present
Caymus Partners LLC 2001 - Present
Orthodontic Centers of America, Inc. 1996 - 1999
Prudential Securities, Inc. 1992 - 1996
GE Capital Corporation 1990 - 1992
Drexel Burnham Lambert 1986 - 1990
Skills
Mergers & Acquisitions, Investment Banking, Strategy, LBO, Private Equity, Management, Corporate Development, Recapitalizations, Due Diligence, Corporate Finance, Financial Modeling
Education
The University of Georgia
Bachelor of Business Administration (BBA), Economics
University of Chicago
M.B.A.
Caymus Equity Partners LLC June 2009 - Present
Caymus Partners LLC 2001 - Present
Orthodontic Centers of America, Inc. 1996 - 1999
Prudential Securities, Inc. 1992 - 1996
GE Capital Corporation 1990 - 1992
Drexel Burnham Lambert 1986 - 1990
Skills
Mergers & Acquisitions, Investment Banking, Strategy, LBO, Private Equity, Management, Corporate Development, Recapitalizations, Due Diligence, Corporate Finance, Financial Modeling
Education
The University of Georgia
Bachelor of Business Administration (BBA), Economics
University of Chicago
M.B.A.
Danielle Corbitt Danielle Corbitt's Drexel Burnham Lambert Experience December 1985 - December 1990
Job Executive Artistic Director "Reach For The Stars" at LVEF
Industry Entertainment
Experience
Livermore Valley Education Foundation January 2010 - May 2013
LVEF January 2010 - May 2013
Donaldson, Lufkin & Jenrette January 1990 - October 1992
Drexel Burnham Lambert December 1985 - December 1990
Skills
Live Event Producer, Executive..., Community Theatre, Fundraising, Children's Theater..., Social Networking, Event Management, Public Speaking, Performing Arts, Project Management, Event Planning, Community Outreach, Sales, Theatre, Entertainment, Acting, Nonprofits
Education
American Conservatory Theater 1978 — 1979
Theater Arts
Livermore Valley Education Foundation January 2010 - May 2013
LVEF January 2010 - May 2013
Donaldson, Lufkin & Jenrette January 1990 - October 1992
Drexel Burnham Lambert December 1985 - December 1990
Skills
Live Event Producer, Executive..., Community Theatre, Fundraising, Children's Theater..., Social Networking, Event Management, Public Speaking, Performing Arts, Project Management, Event Planning, Community Outreach, Sales, Theatre, Entertainment, Acting, Nonprofits
Education
American Conservatory Theater 1978 — 1979
Theater Arts
Randall L. Johnson Randall L. Johnson's Drexel Burnham Lambert Experience December 1981 - March 1987
Job Executive Vice President at Gamon International, Inc.
Industry Retail
Experience
Gamon International, Inc. January 1990 - Present
The Buttonwood Capital Management Group, Inc. January 1987 - Present
Drexel Burnham Lambert December 1981 - March 1987
Skills
Entrepreneurial..., Drive "Out of Box..., Sales Excellence, Visual Merchandising, Conceptual Thinker, Creative Concept..., Collaborative Problem..., Self Starter, Building Strong Teams, Successfully promote..., Closed millions in..., Top management...
Education
University of Dayton
MBA, B.S. Marketing; MBA Finance
Gamon International, Inc. January 1990 - Present
The Buttonwood Capital Management Group, Inc. January 1987 - Present
Drexel Burnham Lambert December 1981 - March 1987
Skills
Entrepreneurial..., Drive "Out of Box..., Sales Excellence, Visual Merchandising, Conceptual Thinker, Creative Concept..., Collaborative Problem..., Self Starter, Building Strong Teams, Successfully promote..., Closed millions in..., Top management...
Education
University of Dayton
MBA, B.S. Marketing; MBA Finance
Sheryl Saleeby Sheryl Saleeby's Drexel Burnham Lambert Experience 1987 - 1989
Job Head of Business Development, Business Finance & Restructuring at Weil, Gotshal & Manges LLP
Industry Research
Experience
Weil, Gotshal & Manges LLP January 2013 - Present
FEA Holdings LLC August 2011 - January 2013
Cadwalader, Wickersham & Taft LLP April 2002 - July 2011
Giordano DellaCamera Securities, LLC 2000 - 2002
The Weston Group, LLC 1999 - 2000
Dabney Flanigan, LLC 1997 - 1999
Dabney Resnick Imerial, LLC 1996 - 1997
Morgan Stanley & Co 1990 - 1996
Texas Air Corporation 1989 - 1990
Drexel Burnham Lambert 1987 - 1989
Skills
Hedge Funds
Education
University of Southern California
Weil, Gotshal & Manges LLP January 2013 - Present
FEA Holdings LLC August 2011 - January 2013
Cadwalader, Wickersham & Taft LLP April 2002 - July 2011
Giordano DellaCamera Securities, LLC 2000 - 2002
The Weston Group, LLC 1999 - 2000
Dabney Flanigan, LLC 1997 - 1999
Dabney Resnick Imerial, LLC 1996 - 1997
Morgan Stanley & Co 1990 - 1996
Texas Air Corporation 1989 - 1990
Drexel Burnham Lambert 1987 - 1989
Skills
Hedge Funds
Education
University of Southern California
Helen Anne Hicks, MBA Helen Anne Hicks, MBA's Drexel Burnham Lambert Experience 1986 - 1988
Job Associate Faculty at University of Phoenix
Industry Real Estate
Experience
University of Phoenix June 2012 - Present
Newcastle Property Management LLC 2003 - Present
Astro Cleaning Service, Inc. of Illinois January 1989 - Present
Drexel Burnham Lambert 1986 - 1988
GNP Commodities January 1985 - January 1986
University of Illinois at Chicago 1986 - 1986
University of Illinois at Chicago 1984 - 1986
University of Illinois at Chicago 1984 - 1986
University of Illinois at Chicago January 1984 - January 1985
University of Illinois at Chicago Online 1980 - 1984
Skills
Entrepreneurship, Strategic Planning, Adult Education, Management, Research, Analysis, Higher Education, E-Learning, Business Strategy, Project Management, Nonprofits, Public Speaking, Team Building, Consulting, College Teaching, Leadership Development, Small Business, Program Development, Business Analysis, Business Development, Teaching, Leadership, Staff Development, Organizational..., Instructional Design, Training, Career Counseling, Management Consulting, Property Management, Real Estate Transactions, University Teaching, Business, Accounting, Renewable Energy, Information Systems, Entrepreneurship..., Start-up Consulting, Electricity Markets, Database Design, Online Research, Corporate Finance, Business Valuation, Real Estate Economics, Innovation Development, Start-up Environments, Real Estate Finance, Small Business..., Doctoral Research, Professors, New Venture Formation
Education
Walden University 2009 — 2016
Doctor of Philosophy (PhD) (Expected 2016), Applied Management Decision Sciences concentrating in Information Systems Management
University of Illinois at Chicago 1984 — 1986
MBA, Management Information Systems & Strategic Planning & Operations Research
University of Illinois at Chicago 1980 — 1984
BS, Accounting and Finance
Curie High School of Chicago 1976 — 1980
Graduated in upper 1% of class.
St. Turibius 1967 — 1976
University of Phoenix June 2012 - Present
Newcastle Property Management LLC 2003 - Present
Astro Cleaning Service, Inc. of Illinois January 1989 - Present
Drexel Burnham Lambert 1986 - 1988
GNP Commodities January 1985 - January 1986
University of Illinois at Chicago 1986 - 1986
University of Illinois at Chicago 1984 - 1986
University of Illinois at Chicago 1984 - 1986
University of Illinois at Chicago January 1984 - January 1985
University of Illinois at Chicago Online 1980 - 1984
Skills
Entrepreneurship, Strategic Planning, Adult Education, Management, Research, Analysis, Higher Education, E-Learning, Business Strategy, Project Management, Nonprofits, Public Speaking, Team Building, Consulting, College Teaching, Leadership Development, Small Business, Program Development, Business Analysis, Business Development, Teaching, Leadership, Staff Development, Organizational..., Instructional Design, Training, Career Counseling, Management Consulting, Property Management, Real Estate Transactions, University Teaching, Business, Accounting, Renewable Energy, Information Systems, Entrepreneurship..., Start-up Consulting, Electricity Markets, Database Design, Online Research, Corporate Finance, Business Valuation, Real Estate Economics, Innovation Development, Start-up Environments, Real Estate Finance, Small Business..., Doctoral Research, Professors, New Venture Formation
Education
Walden University 2009 — 2016
Doctor of Philosophy (PhD) (Expected 2016), Applied Management Decision Sciences concentrating in Information Systems Management
University of Illinois at Chicago 1984 — 1986
MBA, Management Information Systems & Strategic Planning & Operations Research
University of Illinois at Chicago 1980 — 1984
BS, Accounting and Finance
Curie High School of Chicago 1976 — 1980
Graduated in upper 1% of class.
St. Turibius 1967 — 1976
Louis Halper Louis Halper's Drexel Burnham Lambert Experience January 1982 - 1984
Job President at First Choice Fire Protection
Industry Construction
Experience
First Choice Fire Protection January 1988 - Present
Nutritional Pet Products January 1986 - January 1987
Drexel Burnham Lambert January 1982 - 1984
Skills
Fire Alarm, Life Safety, Fire Protection, Construction, NFPA, Alarm Systems, Emergency Management, Fire Suppression Systems, Security Management, Fire Management, Low Voltage, Fire Safety, Risk Assessment, Physical Security, Code Enforcement
Education
UCSB 1975 — 1979
University High School
First Choice Fire Protection January 1988 - Present
Nutritional Pet Products January 1986 - January 1987
Drexel Burnham Lambert January 1982 - 1984
Skills
Fire Alarm, Life Safety, Fire Protection, Construction, NFPA, Alarm Systems, Emergency Management, Fire Suppression Systems, Security Management, Fire Management, Low Voltage, Fire Safety, Risk Assessment, Physical Security, Code Enforcement
Education
UCSB 1975 — 1979
University High School
Tony Miscimarra Tony Miscimarra's Drexel Burnham Lambert Experience February 1984 - March 1990
Job Managing Director at Tradeweb
Industry Financial Services
Experience
Tradeweb February 2014 - Present
Fixed Income Solutions LLC January 2012 - September 2013
GLMX June 2011 - September 2011
BondDesk Group LLC September 2004 - October 2010
Sales Performance Services June 2002 - August 2004
Instinet Fixed Income March 1998 - June 2002
UBS Securities LLC January 1993 - May 1997
Donaldson, Lufkin & Jenrette, Inc. March 1990 - January 1993
Drexel Burnham Lambert February 1984 - March 1990
Kidder Peabody January 1980 - February 1984
Skills
Fixed Income, Electronic Trading, Capital Markets, Trading, Equities, Series 7, Bonds, Trading Systems, Securities, Derivatives, Hedge Funds, Financial Markets, Financial Modeling, Equity Trading, Trading Strategies, Investment Strategies, FX trading, Commodity, Risk Management, Investment Management, Financial Services, Alternative Investments, Start-ups, Strategy, Series 63, Emerging Markets, Banking, Options, Quantitative Finance, Bloomberg, Structured Products, Proprietary Trading, Valuation, Market Data, Asset Management, Relationship Management, Structured Finance, Private Equity, Product Management, Portfolio Management, Credit Risk, Financial Risk, Investment Banking, Investments, Investment Advisory, Mutual Funds, Wealth Management, ETFs, Equity Derivatives, FX Options
Education
University of Pittsburgh 1970 — 1974
BA, Political Science & Economics
Tradeweb February 2014 - Present
Fixed Income Solutions LLC January 2012 - September 2013
GLMX June 2011 - September 2011
BondDesk Group LLC September 2004 - October 2010
Sales Performance Services June 2002 - August 2004
Instinet Fixed Income March 1998 - June 2002
UBS Securities LLC January 1993 - May 1997
Donaldson, Lufkin & Jenrette, Inc. March 1990 - January 1993
Drexel Burnham Lambert February 1984 - March 1990
Kidder Peabody January 1980 - February 1984
Skills
Fixed Income, Electronic Trading, Capital Markets, Trading, Equities, Series 7, Bonds, Trading Systems, Securities, Derivatives, Hedge Funds, Financial Markets, Financial Modeling, Equity Trading, Trading Strategies, Investment Strategies, FX trading, Commodity, Risk Management, Investment Management, Financial Services, Alternative Investments, Start-ups, Strategy, Series 63, Emerging Markets, Banking, Options, Quantitative Finance, Bloomberg, Structured Products, Proprietary Trading, Valuation, Market Data, Asset Management, Relationship Management, Structured Finance, Private Equity, Product Management, Portfolio Management, Credit Risk, Financial Risk, Investment Banking, Investments, Investment Advisory, Mutual Funds, Wealth Management, ETFs, Equity Derivatives, FX Options
Education
University of Pittsburgh 1970 — 1974
BA, Political Science & Economics
ANGELA DAILEY ANGELA DAILEY's Drexel Burnham Lambert Experience 1974 - 1989
Job Partner, DAI Partners
Industry Financial Services
Experience
DAI Partners 1991 - Present
Drexel Burnham Lambert 1974 - 1989
Skills
Mutual Funds, Public Relations, Investments, Asset Managment
Education
Trinity University-Washington 1966 — 1970
Bachelor of Arts, History
DAI Partners 1991 - Present
Drexel Burnham Lambert 1974 - 1989
Skills
Mutual Funds, Public Relations, Investments, Asset Managment
Education
Trinity University-Washington 1966 — 1970
Bachelor of Arts, History
Tim Tarpening Tim Tarpening's Drexel Burnham Lambert Experience 1987 - 1989
Job Managing Director, Portfolio Strategist at Pacific Income Advisers
Industry Investment Management
Experience
Pacific Income Advisers 1993 - Present
Drexel Burnham Lambert 1987 - 1989
Skills
Asset Management, Portfolio Management, Executive Management, Business Strategy, New Business Development, Asset Managment, Bloomberg, Investment Banking, Investment Management, Valuation, Asset Allocation, Investments, Equities, Fixed Income, Hedge Funds, Securities, Investment Strategies, Fund Of Funds, ETFs, Separately Managed..., Investment Advisory, Mutual Funds, Institutional..., Alternative Investments
Education
Brownell jr high
Brownell jr high
University of California, Santa Barbara
Bachelor of Arts (BA), Psychology
Bellarmine College Preparatory
diploma
Pacific Income Advisers 1993 - Present
Drexel Burnham Lambert 1987 - 1989
Skills
Asset Management, Portfolio Management, Executive Management, Business Strategy, New Business Development, Asset Managment, Bloomberg, Investment Banking, Investment Management, Valuation, Asset Allocation, Investments, Equities, Fixed Income, Hedge Funds, Securities, Investment Strategies, Fund Of Funds, ETFs, Separately Managed..., Investment Advisory, Mutual Funds, Institutional..., Alternative Investments
Education
Brownell jr high
Brownell jr high
University of California, Santa Barbara
Bachelor of Arts (BA), Psychology
Bellarmine College Preparatory
diploma
Frank Cecere Frank Cecere's Drexel Burnham Lambert Experience 1987 - 1989
Job First Vice President at SunTrust Bank
Industry Financial Services
Experience
SunTrust Bank August 2012 - Present
RevenueMed October 2010 - June 2012
SunTrust Robinson Humphrey July 2002 - July 2010
Objective Technologies Llc 1991 - 2001
Dean Witter 1989 - 1991
Drexel Burnham Lambert 1987 - 1989
Sikorsky Aircraft February 1984 - July 1987
Game Gems Inc. January 1983 - February 1984
Skills
Integration, Vendor Management, Business Intelligence, Agile Methodologies, Software Engineering, Derivatives, IT Risk Management, Program Management, CRM, Requirements Gathering, Business Process, Strategy, Project Management, Software Development, SDLC, Requirements Analysis, Databases, Business Analysis, Software Project..., Management, Data Warehousing, User Acceptance Testing, Enterprise Software, Risk Management, IT Management, Enterprise Architecture
Education
University of Dayton
BS, Computer Science
SunTrust Bank August 2012 - Present
RevenueMed October 2010 - June 2012
SunTrust Robinson Humphrey July 2002 - July 2010
Objective Technologies Llc 1991 - 2001
Dean Witter 1989 - 1991
Drexel Burnham Lambert 1987 - 1989
Sikorsky Aircraft February 1984 - July 1987
Game Gems Inc. January 1983 - February 1984
Skills
Integration, Vendor Management, Business Intelligence, Agile Methodologies, Software Engineering, Derivatives, IT Risk Management, Program Management, CRM, Requirements Gathering, Business Process, Strategy, Project Management, Software Development, SDLC, Requirements Analysis, Databases, Business Analysis, Software Project..., Management, Data Warehousing, User Acceptance Testing, Enterprise Software, Risk Management, IT Management, Enterprise Architecture
Education
University of Dayton
BS, Computer Science
Matthew Lindland Matthew Lindland's Drexel Burnham Lambert Experience 1985 - 1988
Job Managing Director at Guggenheim Partners
Industry Investment Management
Experience
Guggenheim Partners April 1999 - Present
Guggenheim Capital LLC 1999 - Present
Amerin Guaranty Corp. 1993 - 1999
Rothschild 1992 - 1992
Kidder Peabody 1982 - 1991
Drexel Burnham Lambert 1985 - 1988
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Structured Finance, Portfolio Management, ABS, Asset Management, Bonds, Investment Banking, Derivatives, Asset Managment, Structured Products, Equities, Financial Modeling, Investments, MBS, High Yield, Securitization, Private Equity
Education
University of Michigan 1981 — 1985
BS, Comp Sci / Philosophy
Guggenheim Partners April 1999 - Present
Guggenheim Capital LLC 1999 - Present
Amerin Guaranty Corp. 1993 - 1999
Rothschild 1992 - 1992
Kidder Peabody 1982 - 1991
Drexel Burnham Lambert 1985 - 1988
Skills
Hedge Funds, Alternative Investments, Fixed Income, Capital Markets, Structured Finance, Portfolio Management, ABS, Asset Management, Bonds, Investment Banking, Derivatives, Asset Managment, Structured Products, Equities, Financial Modeling, Investments, MBS, High Yield, Securitization, Private Equity
Education
University of Michigan 1981 — 1985
BS, Comp Sci / Philosophy
Jeffrey Kabot Jeffrey Kabot's Drexel Burnham Lambert Experience August 1988 - June 1992
Job Managing Director at MezzCap Partners, LLC
Industry Venture Capital & Private Equity
Experience
MezzCap Partners, LLC August 2005 - Present
Levine Leichtman Capital Partners April 2001 - May 2005
Sutro & Co. September 1995 - March 2001
Dabney/Resnick Imperial September 1992 - August 1995
Drexel Burnham Lambert August 1988 - June 1992
Skills
Private Equity, Mezzanine, Venture Capital, Mergers, Recapitalizations, LBO, Due Diligence, Private Placements, Acquisitions, Financial Structuring, Restructuring, Mergers & Acquisitions, Valuation, Middle Market, Investment Banking, Joint Ventures, Capital, Business Valuation, Corporate Finance, Investments, Deal Creation, M&A experience, Equities, Leveraged Finance, Corporate Development, Growth Capital, Divestitures, Portfolio Management, Deal Sourcing, Buyouts, Capital Raising, Angel Investing, Cash Flow, Alternative Investments, Financial Modeling, Debt Restructuring, Principal Investing, Special Situations, Exit Strategies, Venture Financing, Investor Relations, IPO, Structured Finance, High Yield, Deal Execution, Capital Structure, Fairness Opinions, Sell Side
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA
University of Pennsylvania - The Wharton School 1984 — 1988
Brentwood School
MezzCap Partners, LLC August 2005 - Present
Levine Leichtman Capital Partners April 2001 - May 2005
Sutro & Co. September 1995 - March 2001
Dabney/Resnick Imperial September 1992 - August 1995
Drexel Burnham Lambert August 1988 - June 1992
Skills
Private Equity, Mezzanine, Venture Capital, Mergers, Recapitalizations, LBO, Due Diligence, Private Placements, Acquisitions, Financial Structuring, Restructuring, Mergers & Acquisitions, Valuation, Middle Market, Investment Banking, Joint Ventures, Capital, Business Valuation, Corporate Finance, Investments, Deal Creation, M&A experience, Equities, Leveraged Finance, Corporate Development, Growth Capital, Divestitures, Portfolio Management, Deal Sourcing, Buyouts, Capital Raising, Angel Investing, Cash Flow, Alternative Investments, Financial Modeling, Debt Restructuring, Principal Investing, Special Situations, Exit Strategies, Venture Financing, Investor Relations, IPO, Structured Finance, High Yield, Deal Execution, Capital Structure, Fairness Opinions, Sell Side
Education
University of California, Los Angeles - The Anderson School of Management 1992 — 1994
MBA
University of Pennsylvania - The Wharton School 1984 — 1988
Brentwood School
David Martinelli David Martinelli's Drexel Burnham Lambert Experience 1985 - 1989
Job Managing Partner Harvest Fund Advisors LLC
Industry Investment Management
Experience
Harvest Fund Advisors LLC 2004 - Present
Glenmoor Partners March 1996 - May 2004
Buckeye Partners 1996 - 2004
Salomon Brothers 1993 - 1996
Drexel Burnham Lambert 1985 - 1989
Manufacturers Hanover Trust 1983 - 1985
Skills
Investments, Portfolio Management, Capital Markets, Mutual Funds, Due Diligence, Hedge Funds, Equities, Valuation, Private Equity, Asset Allocation, Finance, Corporate Development, Corporate Finance, Derivatives, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Syracuse University 1979 — 1983
BS, Finance/Marketing
The Haverford School 1975 — 1979
HS
Harvest Fund Advisors LLC 2004 - Present
Glenmoor Partners March 1996 - May 2004
Buckeye Partners 1996 - 2004
Salomon Brothers 1993 - 1996
Drexel Burnham Lambert 1985 - 1989
Manufacturers Hanover Trust 1983 - 1985
Skills
Investments, Portfolio Management, Capital Markets, Mutual Funds, Due Diligence, Hedge Funds, Equities, Valuation, Private Equity, Asset Allocation, Finance, Corporate Development, Corporate Finance, Derivatives, Alternative Investments
Education
New York University - Leonard N. Stern School of Business 1991 — 1993
MBA, Finance
Syracuse University 1979 — 1983
BS, Finance/Marketing
The Haverford School 1975 — 1979
HS
Philip Lebovits Philip Lebovits's Drexel Burnham Lambert Experience September 1987 - May 1990
Job Tax Partner at SD Daniels & Co
Industry Accounting
Experience
The SDDCO Group October 2007 - Present
DELOITTE 2005 - 2007
Eisner LLP January 2002 - December 2005
BDO Seidman, LLP October 1995 - May 1999
Morgan Stanley May 1990 - May 1995
Drexel Burnham Lambert September 1987 - May 1990
Skills
Tax, Hedge Funds, Private Equity, Broker-Dealer, Accounting, Private Equity Funding, Financial Services, International Tax, High Net Worth..., Tax Accounting, Partnership Taxation, Corporate Tax, Tax Advisory, Tax Returns, Income Tax, CPA, LLC, IRS, Tax Law, Tax Research, Securities, US Tax
Education
University at Buffalo 1978 — 1980
BS, ACCOUNTING
The SDDCO Group October 2007 - Present
DELOITTE 2005 - 2007
Eisner LLP January 2002 - December 2005
BDO Seidman, LLP October 1995 - May 1999
Morgan Stanley May 1990 - May 1995
Drexel Burnham Lambert September 1987 - May 1990
Skills
Tax, Hedge Funds, Private Equity, Broker-Dealer, Accounting, Private Equity Funding, Financial Services, International Tax, High Net Worth..., Tax Accounting, Partnership Taxation, Corporate Tax, Tax Advisory, Tax Returns, Income Tax, CPA, LLC, IRS, Tax Law, Tax Research, Securities, US Tax
Education
University at Buffalo 1978 — 1980
BS, ACCOUNTING
Barbara Cona Amone Barbara Cona Amone's Drexel Burnham Lambert Experience 1985 - 1989
Job Chief Human Resources Officer at Wellington Management
Industry Investment Management
Experience
Wellington Management September 2010 - Present
UBS Investment Bank 1998 - 2010
Donaldson, Lufkin & Jenrette 1991 - 1998
Drexel Burnham Lambert 1985 - 1989
Education
Columbia University
Master's degree, Industrial and Organizational Psychology
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (B.B.A.), Management
Wellington Management September 2010 - Present
UBS Investment Bank 1998 - 2010
Donaldson, Lufkin & Jenrette 1991 - 1998
Drexel Burnham Lambert 1985 - 1989
Education
Columbia University
Master's degree, Industrial and Organizational Psychology
University of Pennsylvania - The Wharton School
Bachelor of Business Administration (B.B.A.), Management
Vincent Cebula Vincent Cebula's Drexel Burnham Lambert Experience January 1986 - February 1990
Job Managing Partner
Industry Investment Management
Experience
Solace Capital Partners, LLC July 2013 - Present
Centerbridge Partners November 2012 - Present
Jefferies & Company November 2007 - July 2012
Oaktree Capital Management April 1994 - October 2007
Brooke Group Ltd. March 1990 - September 1993
Drexel Burnham Lambert January 1986 - February 1990
Skills
Private Equity, Distressed Debt, Corporate Governance, Investment Banking, Transportation, Energy, Aircraft Leasing, Portfolio Management, Business Strategy, Aerospace Industries, Capital Markets, Board of Director...
Education
Wharton School, University of Pennsylvania 1982 — 1985
Bachelor of Science Economics, Finance, Decision Sciences, Summa Cum Laude
Moorestown Friends School 1977 — 1982
Solace Capital Partners, LLC July 2013 - Present
Centerbridge Partners November 2012 - Present
Jefferies & Company November 2007 - July 2012
Oaktree Capital Management April 1994 - October 2007
Brooke Group Ltd. March 1990 - September 1993
Drexel Burnham Lambert January 1986 - February 1990
Skills
Private Equity, Distressed Debt, Corporate Governance, Investment Banking, Transportation, Energy, Aircraft Leasing, Portfolio Management, Business Strategy, Aerospace Industries, Capital Markets, Board of Director...
Education
Wharton School, University of Pennsylvania 1982 — 1985
Bachelor of Science Economics, Finance, Decision Sciences, Summa Cum Laude
Moorestown Friends School 1977 — 1982
Cathy Nelson Rideout Cathy Nelson Rideout's Drexel Burnham Lambert Experience June 1988 - November 1989
Job Senior Sales Director at Aberdeen Group
Industry Market Research
Experience
Aberdeen Group May 2015 - Present
BCC Research May 2012 - May 2015
State Street Bank & Trust Co June 2008 - August 2010
Fidelity Investments December 2000 - July 2006
Fidelity Investments August 1999 - November 2000
Charles Schwab August 1996 - July 1999
Charles Schwab June 1993 - August 1996
Charles Schwab November 1989 - June 1993
Drexel Burnham Lambert June 1988 - November 1989
INDIVIDUAL SECURITIES LIMITED October 1986 - June 1988
Skills
Financial Services, Business Development, Relationship Management, Sales Presentations, Employee Training, Leadership, Management, Account Management, CRM, Investments, Market Research, New Business Development, Recruiting, Sales, Sales Management, Sales Process, Strategic Planning, Finance, Mutual Funds
Education
University of Connecticut 1982 — 1986
BA, Communications
Aberdeen Group May 2015 - Present
BCC Research May 2012 - May 2015
State Street Bank & Trust Co June 2008 - August 2010
Fidelity Investments December 2000 - July 2006
Fidelity Investments August 1999 - November 2000
Charles Schwab August 1996 - July 1999
Charles Schwab June 1993 - August 1996
Charles Schwab November 1989 - June 1993
Drexel Burnham Lambert June 1988 - November 1989
INDIVIDUAL SECURITIES LIMITED October 1986 - June 1988
Skills
Financial Services, Business Development, Relationship Management, Sales Presentations, Employee Training, Leadership, Management, Account Management, CRM, Investments, Market Research, New Business Development, Recruiting, Sales, Sales Management, Sales Process, Strategic Planning, Finance, Mutual Funds
Education
University of Connecticut 1982 — 1986
BA, Communications
Ava Chien-Pliessnig Ava Chien-Pliessnig's Drexel Burnham Lambert Experience 1987 - 1988
Job Founder & International CEO, Chien Co. Asia Solution
Industry Management Consulting
Experience
Chien Co. Asia Solution July 1997 - Present
Alexander & Buono Classical Music Foundation February 2010 - Present
Women's Leadership Exchange February 2003 - Present
Bank of America February 2003 - September 2004
Capital One February 2001 - September 2002
National Coalition of 100 Black Women June 2000 - July 2000
Magna Software 1995 - 1996
KPMG, Taipei 1989 - 1995
Citibank Taipei 1988 - 1989
Drexel Burnham Lambert 1987 - 1988
Skills
Management Consulting, Marketing Strategy, Strategic Planning, Entrepreneurship, Business Strategy, China Business..., Board Level, Cross-cultural Teams, Leadership, Marketing, Nonprofits, Finance, Management, Public Speaking, Emerging Markets, Public Relations, New Business Development, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA
Columbia University - Barnard College 1979 — 1982
BA
Hunter College High School
Chien Co. Asia Solution July 1997 - Present
Alexander & Buono Classical Music Foundation February 2010 - Present
Women's Leadership Exchange February 2003 - Present
Bank of America February 2003 - September 2004
Capital One February 2001 - September 2002
National Coalition of 100 Black Women June 2000 - July 2000
Magna Software 1995 - 1996
KPMG, Taipei 1989 - 1995
Citibank Taipei 1988 - 1989
Drexel Burnham Lambert 1987 - 1988
Skills
Management Consulting, Marketing Strategy, Strategic Planning, Entrepreneurship, Business Strategy, China Business..., Board Level, Cross-cultural Teams, Leadership, Marketing, Nonprofits, Finance, Management, Public Speaking, Emerging Markets, Public Relations, New Business Development, Strategy
Education
Dartmouth College - The Tuck School of Business at Dartmouth 1985 — 1987
MBA
Columbia University - Barnard College 1979 — 1982
BA
Hunter College High School
Kathy Lynn Minervino-Myers Kathy Lynn Minervino-Myers's Drexel Burnham Lambert Experience 1981 - 1988
Job Client Service Representative interacting with Sales, Operations and Regulatory Reporting Teams
Industry Financial Services
Experience
St. Francis Xavier Food Pantry Volunteer January 2012 - Present
Chicago Climate Exchange 2004 - May 2011
John B. Collins Associates, Inc. 2000 - 2003
Hedge Financial Products, Inc. Centre Financial Products, Inc. 1993 - 2000
Kidder Peabody & Co. 1991 - 1993
Drexel Burnham Lambert 1981 - 1988
Skills
Sales, Options, Customer Service, Hedge Funds, Leadership, Trading, Management, Communication, Event Planning, Marketing, Teamwork, New Account Management, Back Office, Commodity Markets, Exchange Memberships, Start-ups
Education
Triton-College
St. Francis Xavier Food Pantry Volunteer January 2012 - Present
Chicago Climate Exchange 2004 - May 2011
John B. Collins Associates, Inc. 2000 - 2003
Hedge Financial Products, Inc. Centre Financial Products, Inc. 1993 - 2000
Kidder Peabody & Co. 1991 - 1993
Drexel Burnham Lambert 1981 - 1988
Skills
Sales, Options, Customer Service, Hedge Funds, Leadership, Trading, Management, Communication, Event Planning, Marketing, Teamwork, New Account Management, Back Office, Commodity Markets, Exchange Memberships, Start-ups
Education
Triton-College
Andy Reischer Andy Reischer's Drexel Burnham Lambert Experience 1981 - 1983
Job CTO, Social Sentinel, Inc
Industry Computer Software
Experience
Social Sentinel, Inc. May 2015 - Present
rjabber 2012 - Present
A Better Chance - Ridgefield September 2001 - Present
Andrew Reischer 1998 - Present
Schlumberger 1991 - 1998
Inference 1989 - 1991
Logicon/RDA 1987 - 1989
Schlumberger 1984 - 1986
Drexel Burnham Lambert 1981 - 1983
Skills
C++, Data Mining, Algorithms, Business Rules, OOP, C, Knowledge-based Systems, Big Data, Python, Artificial Intelligence, Rules Engines, Data Analysis, Analysis, Realtime Programming, C language, Large data sets, Matlab, Sensors, Instrumentation
Education
The University of Connecticut
Bachelor of Science (BS), Physics
Social Sentinel, Inc. May 2015 - Present
rjabber 2012 - Present
A Better Chance - Ridgefield September 2001 - Present
Andrew Reischer 1998 - Present
Schlumberger 1991 - 1998
Inference 1989 - 1991
Logicon/RDA 1987 - 1989
Schlumberger 1984 - 1986
Drexel Burnham Lambert 1981 - 1983
Skills
C++, Data Mining, Algorithms, Business Rules, OOP, C, Knowledge-based Systems, Big Data, Python, Artificial Intelligence, Rules Engines, Data Analysis, Analysis, Realtime Programming, C language, Large data sets, Matlab, Sensors, Instrumentation
Education
The University of Connecticut
Bachelor of Science (BS), Physics
Mark Levin's Drexel Burnham Lambert Experience July 1989 - February 1990
Job Investment Professional
Industry Investment Banking
Experience
Odeon Capital Group LLC June 2013 - February 2015
Summation Capital LLC September 2009 - December 2013
Imperial Capital LLC April 1994 - June 2008
Canyon Partners February 1990 - April 1994
Drexel Burnham Lambert July 1989 - February 1990
First Captal Holdings October 1987 - July 1989
Rockwell International April 1983 - October 1987
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Investments, Equities, Portfolio Management, Fixed Income, Fund Of Funds, Venture Capital, Investment Banking, Valuation, Capital Markets, Financial Modeling, Trading, Due Diligence, Private Placements, High Yield, Equity Research, Financial Structuring
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance
University of California, Los Angeles 1978 — 1982
B.S., Mechanical Engineering
Odeon Capital Group LLC June 2013 - February 2015
Summation Capital LLC September 2009 - December 2013
Imperial Capital LLC April 1994 - June 2008
Canyon Partners February 1990 - April 1994
Drexel Burnham Lambert July 1989 - February 1990
First Captal Holdings October 1987 - July 1989
Rockwell International April 1983 - October 1987
Skills
Hedge Funds, Alternative Investments, Private Equity, Asset Managment, Investments, Equities, Portfolio Management, Fixed Income, Fund Of Funds, Venture Capital, Investment Banking, Valuation, Capital Markets, Financial Modeling, Trading, Due Diligence, Private Placements, High Yield, Equity Research, Financial Structuring
Education
UCLA Anderson School of Management 1985 — 1987
MBA, Finance
University of California, Los Angeles 1978 — 1982
B.S., Mechanical Engineering
Dean Parisian Dean Parisian's Drexel Burnham Lambert Experience 1984 - 1989
Job Founder, Chief Investment Officer, Chippewa Partners, Native American Advisors, Inc.
Industry Investment Management
Experience
Chippewa Partners April 1995 - Present
New York Stock Exchange January 1995 - December 2006
Drexel Burnham Lambert 1984 - 1989
Skills
Investments, Trading, Private Equity, Asset Managment, Portfolio Management, Risk Management, Wealth Management, Alternative Investments, Fixed Income, Investment Strategies, Investment Advisory, Securities, Mergers, Hedge Funds, Start-ups, Business Strategy, Strategic Financial..., Public Speaking, Financial Services, Venture Capital, Retirement Planning, Financial Analysis, Real Estate, Strategic Planning, Financial Modeling, ETFs, Asset Management, Fund Of Funds, Asset Allocation, Bonds, Equities, Options, Mergers & Acquisitions, Investment Management, Financial Advisory, Brokerage, Series 7, Due Diligence, Series 24, Corporate Finance
Education
University of Minnesota-Morris 1972 — 1976
B.A., Economics, Social Science
Chippewa Partners April 1995 - Present
New York Stock Exchange January 1995 - December 2006
Drexel Burnham Lambert 1984 - 1989
Skills
Investments, Trading, Private Equity, Asset Managment, Portfolio Management, Risk Management, Wealth Management, Alternative Investments, Fixed Income, Investment Strategies, Investment Advisory, Securities, Mergers, Hedge Funds, Start-ups, Business Strategy, Strategic Financial..., Public Speaking, Financial Services, Venture Capital, Retirement Planning, Financial Analysis, Real Estate, Strategic Planning, Financial Modeling, ETFs, Asset Management, Fund Of Funds, Asset Allocation, Bonds, Equities, Options, Mergers & Acquisitions, Investment Management, Financial Advisory, Brokerage, Series 7, Due Diligence, Series 24, Corporate Finance
Education
University of Minnesota-Morris 1972 — 1976
B.A., Economics, Social Science
Gale Burton's Drexel Burnham Lambert Experience 1983 - 1984
Job Vice President at Claudia Sagan Inc.
Industry Real Estate
Experience
Claudia Sagan Inc. January 2015 - Present
Burton Industries, LLC October 2010 - December 2014
Westfield June 2007 - March 2010
The Mills Corporation 2005 - 2007
The Rouse Company 1998 - 2005
Terranomics Retail Services 1986 - 1998
McDonald's Corporation 1984 - 1986
Drexel Burnham Lambert 1983 - 1984
Skills
Leases, Mergers, Real Estate, Retail, Shopping Centers, Real Estate Financing, Contract Management, Team Building, Landlords, Landlord, Construction Management, Property Management, New Business Development, Facilities Management, Brokerage, Lease Administration, Lease Negotiations, Real Estate Development, Location Intelligence, Corporate Real Estate, Finance, Mergers & Acquisitions, Disposition, Negotiation, Tenant, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Land Acquisition, Investment Properties, Entitlements, Due Diligence, Asset Management, Property, Construction, Budgets, Residential Homes, Acquisitions, Contract Negotiation, Feasibility Studies, Marketing, Luxury, Management, Investors, Franchising, Apartments, Mixed-use, Selling, Market Analysis, Investments
Education
University of Denver 1982 — 1985
Business/Law
Claudia Sagan Inc. January 2015 - Present
Burton Industries, LLC October 2010 - December 2014
Westfield June 2007 - March 2010
The Mills Corporation 2005 - 2007
The Rouse Company 1998 - 2005
Terranomics Retail Services 1986 - 1998
McDonald's Corporation 1984 - 1986
Drexel Burnham Lambert 1983 - 1984
Skills
Leases, Mergers, Real Estate, Retail, Shopping Centers, Real Estate Financing, Contract Management, Team Building, Landlords, Landlord, Construction Management, Property Management, New Business Development, Facilities Management, Brokerage, Lease Administration, Lease Negotiations, Real Estate Development, Location Intelligence, Corporate Real Estate, Finance, Mergers & Acquisitions, Disposition, Negotiation, Tenant, Real Estate Transactions, Real Estate Economics, Commercial Real Estate, Land Acquisition, Investment Properties, Entitlements, Due Diligence, Asset Management, Property, Construction, Budgets, Residential Homes, Acquisitions, Contract Negotiation, Feasibility Studies, Marketing, Luxury, Management, Investors, Franchising, Apartments, Mixed-use, Selling, Market Analysis, Investments
Education
University of Denver 1982 — 1985
Business/Law
Karen McCue, CFA, AIF® Karen McCue, CFA, AIF®'s Drexel Burnham Lambert Experience 1986 - 1990
Job CEO and Founder at The Wealth Management Group, LLC
Industry Financial Services
Experience
The Wealth Management Group, LLC September 2010 - Present
CFA Society of Nevada 2010 - 2011
Envestnet Asset Management 2009 - 2010
Envestnet Asset Management April 2004 - September 2009
NetAssetManagement (Envestnet Asset Management) April 2000 - 2004
NWQ Investment Management 1990 - 2000
Drexel Burnham Lambert 1986 - 1990
Skills
Wealth Management, Investment Strategies, Financial Services, Portfolio Management, Asset Managment, Investment Advisory, Investments, Relationship Management, Product Management, Mutual Funds, Management, Asset Management, Marketing, Financial Modeling, Alternative Investments, Business Development, Securities, Business Analysis, Hedge Funds, Asset Allocation, Strategic Financial..., Series 7, Equities, Risk Management, Capital Markets, Investment Banking, Financial Analysis, Investment Management, Fixed Income, Finance, Private Equity
Education
CFA Institute 1983 — 1986
CFA
University of California, Los Angeles 1982 — 1983
Designation in Personal Financial Planning, Financial Planning
University of California, Los Angeles
B.A., English Literature
The Wealth Management Group, LLC September 2010 - Present
CFA Society of Nevada 2010 - 2011
Envestnet Asset Management 2009 - 2010
Envestnet Asset Management April 2004 - September 2009
NetAssetManagement (Envestnet Asset Management) April 2000 - 2004
NWQ Investment Management 1990 - 2000
Drexel Burnham Lambert 1986 - 1990
Skills
Wealth Management, Investment Strategies, Financial Services, Portfolio Management, Asset Managment, Investment Advisory, Investments, Relationship Management, Product Management, Mutual Funds, Management, Asset Management, Marketing, Financial Modeling, Alternative Investments, Business Development, Securities, Business Analysis, Hedge Funds, Asset Allocation, Strategic Financial..., Series 7, Equities, Risk Management, Capital Markets, Investment Banking, Financial Analysis, Investment Management, Fixed Income, Finance, Private Equity
Education
CFA Institute 1983 — 1986
CFA
University of California, Los Angeles 1982 — 1983
Designation in Personal Financial Planning, Financial Planning
University of California, Los Angeles
B.A., English Literature
Frederick Moran Frederick Moran's Drexel Burnham Lambert Experience August 1988 - February 1990
Job Director of Research at Burke & Quick Partners LLC
Industry Financial Services
Experience
Burke & Quick Partners LLC July 2014 - Present
DrVita.com September 2013 - March 2014
Worthian Capital Management February 2012 - September 2013
Benchmark Company April 2009 - January 2012
Stanford Group Company February 2004 - March 2009
Jefferies & Company September 1999 - December 2002
ING April 1996 - September 1999
Salomon Brothers February 1993 - April 1996
Donaldson, Lufkin & Jenrette May 1990 - February 1993
Drexel Burnham Lambert August 1988 - February 1990
Skills
Equity Research, Hedge Funds, Investments, Equities, Portfolio Management, Alternative Investments, ETFs, Financial Analysis, Mutual Funds, Valuation, Series 7, Securities, Financial Modeling, Bloomberg, Asset Management, Capital Markets, Finance, Investment Banking, Stock Picking, Equity Trading, Chief Financial Officer, Human Resources, Accounts Payable, Corporate Finance, Internet Services, Trading, Series 63, Series 65, series 16, series 85, series 86, Options, Convertible Bonds, Electronic Trading, Accounts Receivable, Compensation Structures, Economics, Vitamins, Health, Wellness, Corporate, Corporate Communications, eCommerce, Start-ups, Strategic Planning, Marketing, Marketing Strategy, Marketing Management, Online Marketing, IPO
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BS Economics, Finance
Fieldston School 1980 — 1984
Burke & Quick Partners LLC July 2014 - Present
DrVita.com September 2013 - March 2014
Worthian Capital Management February 2012 - September 2013
Benchmark Company April 2009 - January 2012
Stanford Group Company February 2004 - March 2009
Jefferies & Company September 1999 - December 2002
ING April 1996 - September 1999
Salomon Brothers February 1993 - April 1996
Donaldson, Lufkin & Jenrette May 1990 - February 1993
Drexel Burnham Lambert August 1988 - February 1990
Skills
Equity Research, Hedge Funds, Investments, Equities, Portfolio Management, Alternative Investments, ETFs, Financial Analysis, Mutual Funds, Valuation, Series 7, Securities, Financial Modeling, Bloomberg, Asset Management, Capital Markets, Finance, Investment Banking, Stock Picking, Equity Trading, Chief Financial Officer, Human Resources, Accounts Payable, Corporate Finance, Internet Services, Trading, Series 63, Series 65, series 16, series 85, series 86, Options, Convertible Bonds, Electronic Trading, Accounts Receivable, Compensation Structures, Economics, Vitamins, Health, Wellness, Corporate, Corporate Communications, eCommerce, Start-ups, Strategic Planning, Marketing, Marketing Strategy, Marketing Management, Online Marketing, IPO
Education
University of Pennsylvania - The Wharton School 1984 — 1988
BS Economics, Finance
Fieldston School 1980 — 1984
David B. du Pont, CEO David B. du Pont, CEO's Drexel Burnham Lambert Experience June 1985 - May 1990
Job President & CEO, HEPCO, Inc.
Industry Staffing and Recruiting
Experience
CIANJ November 2014 - Present
ASA (American Staffing Association) 2012 - Present
New Jersey Staffing Alliance April 2010 - Present
HEPCO, Inc. December 1992 - Present
The Louviers Foundation January 1982 - Present
Phi Kappa Sigma Foundation 1975 - Present
Tuxedo Park Fire Department June 1998 - January 2015
Village of Tuxedo Park July 2011 - July 2014
Northern Lights September 1990 - November 1992
Drexel Burnham Lambert June 1985 - May 1990
Skills
Management, Recruiting, Human Resources, Investments, Finance, Security Clearance, Telecommunications, Investment Banking, Consulting, Time Management, Fixed Income, Small Business, Defense, Technical Recruiting, Contract Negotiation, Strategic Planning, Aerospace, Sales, Leadership Development, Negotiation, Sourcing, Program Management, Strategy, Microsoft Office, Marketing Strategy, DoD, Leadership, Marketing, Temporary Staffing, Business Strategy, Team Leadership, Government, Entrepreneurship, Public Speaking, Project Planning, Project Management, Public Transport, Organizational..., New Business Development, Budgets, Customer Service, Management Consulting, Executive Management, Organizational..., Team Building, Training, Start-ups, Proposal Writing, Analysis, Process Improvement
Education
University of Pennsylvania - The Wharton School 1970 — 1972
MBA, Markketing & Finance
University of Pennsylvania 1963 — 1967
BA, English Literature
St. George's School 1959 — 1963
CIANJ November 2014 - Present
ASA (American Staffing Association) 2012 - Present
New Jersey Staffing Alliance April 2010 - Present
HEPCO, Inc. December 1992 - Present
The Louviers Foundation January 1982 - Present
Phi Kappa Sigma Foundation 1975 - Present
Tuxedo Park Fire Department June 1998 - January 2015
Village of Tuxedo Park July 2011 - July 2014
Northern Lights September 1990 - November 1992
Drexel Burnham Lambert June 1985 - May 1990
Skills
Management, Recruiting, Human Resources, Investments, Finance, Security Clearance, Telecommunications, Investment Banking, Consulting, Time Management, Fixed Income, Small Business, Defense, Technical Recruiting, Contract Negotiation, Strategic Planning, Aerospace, Sales, Leadership Development, Negotiation, Sourcing, Program Management, Strategy, Microsoft Office, Marketing Strategy, DoD, Leadership, Marketing, Temporary Staffing, Business Strategy, Team Leadership, Government, Entrepreneurship, Public Speaking, Project Planning, Project Management, Public Transport, Organizational..., New Business Development, Budgets, Customer Service, Management Consulting, Executive Management, Organizational..., Team Building, Training, Start-ups, Proposal Writing, Analysis, Process Improvement
Education
University of Pennsylvania - The Wharton School 1970 — 1972
MBA, Markketing & Finance
University of Pennsylvania 1963 — 1967
BA, English Literature
St. George's School 1959 — 1963
Cathy Conlon Cathy Conlon's Drexel Burnham Lambert Experience 1988 - 1989
Job Strategy and Business Development
Industry Financial Services
Experience
Broadridge Financial Solutions November 2009 - Present
Broadridge April 2007 - November 2009
ADP 2004 - 2007
ADP 2002 - 2004
ADP 1998 - 2002
Franklin Templeton Investments 1990 - 1998
Drexel Burnham Lambert 1988 - 1989
McGraw-Hill 1987 - 1988
Education
The Catholic University of America 1985 — 1986
MA, Finance
The Catholic University of America 1981 — 1985
BA, Economics
Broadridge Financial Solutions November 2009 - Present
Broadridge April 2007 - November 2009
ADP 2004 - 2007
ADP 2002 - 2004
ADP 1998 - 2002
Franklin Templeton Investments 1990 - 1998
Drexel Burnham Lambert 1988 - 1989
McGraw-Hill 1987 - 1988
Education
The Catholic University of America 1985 — 1986
MA, Finance
The Catholic University of America 1981 — 1985
BA, Economics
Steve Block's Drexel Burnham Lambert Experience 1985 - 1989
Job SVP Analytics Architecture at Moody's
Industry Financial Services
Experience
Moody's Investors Service September 2013 - Present
Moody's Investors Service May 2011 - September 2013
Moody's Investors Service March 2008 - May 2011
Market Arts Software August 1989 - November 2009
Moody's Investors Service April 2005 - March 2008
Drexel Burnham Lambert 1985 - 1989
AT&T 1982 - 1985
Time Sharing Resources 1980 - 1982
Sperry (Rand) Corporation (Unisys Corporation) 1979 - 1980
Skills
Enterprise Architecture, TOGAF, Software Development, SDLC, Market Data, Trading Systems, Data Governance, Derivatives, Requirements Gathering, Options, Electronic Trading, Sybase, Investment Banking, Business Requirements, Fixed Income, Capital Markets, Financial Markets, Equities, Business Analysis, Hedge Funds, Financial Services, Bloomberg, FX Options, Bonds, Data Modeling, Trading, Requirements Analysis
Education
University at Albany, SUNY 1975 — 1979
BS, Computer Science / Applied Mathematics
Moody's Investors Service September 2013 - Present
Moody's Investors Service May 2011 - September 2013
Moody's Investors Service March 2008 - May 2011
Market Arts Software August 1989 - November 2009
Moody's Investors Service April 2005 - March 2008
Drexel Burnham Lambert 1985 - 1989
AT&T 1982 - 1985
Time Sharing Resources 1980 - 1982
Sperry (Rand) Corporation (Unisys Corporation) 1979 - 1980
Skills
Enterprise Architecture, TOGAF, Software Development, SDLC, Market Data, Trading Systems, Data Governance, Derivatives, Requirements Gathering, Options, Electronic Trading, Sybase, Investment Banking, Business Requirements, Fixed Income, Capital Markets, Financial Markets, Equities, Business Analysis, Hedge Funds, Financial Services, Bloomberg, FX Options, Bonds, Data Modeling, Trading, Requirements Analysis
Education
University at Albany, SUNY 1975 — 1979
BS, Computer Science / Applied Mathematics
Rade Ray Kljajic Rade Ray Kljajic's Drexel Burnham Lambert Experience May 1988 - July 1989
Job Managing Director at American Public Infrastructure, LLC
Industry Financial Services
Experience
American Public Infrastructure, LLC 2015 - Present
Citigroup 1989 - 2015
Drexel Burnham Lambert May 1988 - July 1989
Continental Illinois National Bank and Trust May 1978 - December 1987
Skills
Government Finance, Stadium, Convention..., Privatization & Public..., Transportation Finance, Government, Transportation, Financial Modeling, Investments, Financial Analysis, Valuation, Fixed Income, Due Diligence, Structured Finance, Finance, Investment Banking, Asset Management, Public Finance, Strategic Planning, Financial Structuring, Securities, Public/private..., Bonds, Mergers & Acquisitions, Credit Analysis, Capital Markets, Credit, Portfolio Management, Banking, Derivatives, Private Equity, Corporate Finance, Alternative Investments, Risk Management, Bloomberg, Convention Centers, Loans, Equities, Project Finance, Hotels, Economics, Hedge Funds, Privatization, Emerging Markets, Credit Risk
Education
The University of Chicago Booth School of Business 1981 — 1984
MBA, Finance
Wabash College 1974 — 1978
BA, Economics
American Public Infrastructure, LLC 2015 - Present
Citigroup 1989 - 2015
Drexel Burnham Lambert May 1988 - July 1989
Continental Illinois National Bank and Trust May 1978 - December 1987
Skills
Government Finance, Stadium, Convention..., Privatization & Public..., Transportation Finance, Government, Transportation, Financial Modeling, Investments, Financial Analysis, Valuation, Fixed Income, Due Diligence, Structured Finance, Finance, Investment Banking, Asset Management, Public Finance, Strategic Planning, Financial Structuring, Securities, Public/private..., Bonds, Mergers & Acquisitions, Credit Analysis, Capital Markets, Credit, Portfolio Management, Banking, Derivatives, Private Equity, Corporate Finance, Alternative Investments, Risk Management, Bloomberg, Convention Centers, Loans, Equities, Project Finance, Hotels, Economics, Hedge Funds, Privatization, Emerging Markets, Credit Risk
Education
The University of Chicago Booth School of Business 1981 — 1984
MBA, Finance
Wabash College 1974 — 1978
BA, Economics
Alan Benjamin Alan Benjamin's Drexel Burnham Lambert Experience July 1983 - April 1990
Job VP Business Development at Amlon Resources Group
Industry Environmental Services
Experience
Amlon Resources Group April 2015 - Present
SMG Indium Resources, Ltd. November 2007 - March 2015
MD SolarSciences Corp February 2009 - August 2011
AIG Trading Group April 1990 - June 2003
Drexel Burnham Lambert July 1983 - April 1990
Education
University of Michigan 1979 — 1983
B.A., History
Amlon Resources Group April 2015 - Present
SMG Indium Resources, Ltd. November 2007 - March 2015
MD SolarSciences Corp February 2009 - August 2011
AIG Trading Group April 1990 - June 2003
Drexel Burnham Lambert July 1983 - April 1990
Education
University of Michigan 1979 — 1983
B.A., History
Bob Parzick Bob Parzick's Drexel Burnham Lambert Experience September 1988 - February 1990
Job Managing Director at Cody Peak Advisors LLC
Industry Investment Banking
Experience
Cody Peak Advisors LLC November 2014 - Present
Eureka Capital Partners, LLC April 2003 - November 2014
Bear Stearns May 1999 - October 2001
CS First Boston September 1991 - March 1996
Kidder Peabody April 1990 - September 1991
Drexel Burnham Lambert September 1988 - February 1990
Dow Chemical July 1982 - June 1986
Skills
Capital Markets, Investment Banking, Mergers & Acquisitions, Leveraged Finance, Valuation, Due Diligence, Private Equity, Corporate Development, Restructuring, Strategy, Corporate Finance, Strategic Planning, Financial Modeling, Start-ups, Venture Capital, Management
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Pennsylvania State University 1977 — 1982
BS, Chemical Engineering
Cody Peak Advisors LLC November 2014 - Present
Eureka Capital Partners, LLC April 2003 - November 2014
Bear Stearns May 1999 - October 2001
CS First Boston September 1991 - March 1996
Kidder Peabody April 1990 - September 1991
Drexel Burnham Lambert September 1988 - February 1990
Dow Chemical July 1982 - June 1986
Skills
Capital Markets, Investment Banking, Mergers & Acquisitions, Leveraged Finance, Valuation, Due Diligence, Private Equity, Corporate Development, Restructuring, Strategy, Corporate Finance, Strategic Planning, Financial Modeling, Start-ups, Venture Capital, Management
Education
University of Pennsylvania - The Wharton School 1986 — 1988
MBA, Finance
Pennsylvania State University 1977 — 1982
BS, Chemical Engineering
Blake Mather Blake Mather's Drexel Burnham Lambert Experience January 1986 - June 1989
Job Retired (Goldman Sachs)
Industry Investment Banking
Experience
Goldman Sachs January 2012 - January 2014
Goldman Sachs October 2008 - January 2012
Goldman Sachs January 2002 - October 2008
Goldman Sachs September 2000 - January 2002
Goldman Sachs March 1997 - September 2000
Goldman Sachs August 1994 - March 1997
Goldman Sachs August 1991 - August 1994
Drexel Burnham Lambert January 1986 - June 1989
Education
UCLA Anderson School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Finance, General
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Economics
Goldman Sachs January 2012 - January 2014
Goldman Sachs October 2008 - January 2012
Goldman Sachs January 2002 - October 2008
Goldman Sachs September 2000 - January 2002
Goldman Sachs March 1997 - September 2000
Goldman Sachs August 1994 - March 1997
Goldman Sachs August 1991 - August 1994
Drexel Burnham Lambert January 1986 - June 1989
Education
UCLA Anderson School of Management 1989 — 1991
Master of Business Administration (M.B.A.), Finance, General
University of California, Los Angeles 1981 — 1985
Bachelor's Degree, Economics
Val Simson, CDFA Val Simson, CDFA's Drexel Burnham Lambert Experience February 1984 - February 1990
Job Principal and Financial Advisor, Badger Financial Group, LPL Financial
Industry Financial Services
Experience
Badger Financial Group, LPL Financial Registered Representative September 2009 - Present
Citi Smith Barney January 2003 - September 2009
Madison Magazine 2002 - 2004
BankBoston Securites July 1993 - April 1999
Williams Capital Group April 1993 - September 1993
Barclays de Zoete Wedd Securities August 1992 - May 1993
MFR, Inc. May 1990 - April 1992
Drexel Burnham Lambert February 1984 - February 1990
Skills
Strategic Financial..., Wealth Management, Securities, Bonds, Options, Retirement Planning, Investment Advisory, Investments, Financial Analysis, Estate Planning, Financial Services, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University of Kansas 1982 — 1983
MA, Theatre; Stage Directing
University of Vermont 1978 — 1982
Bachelor of Arts (B.A.), Musical Theatre Production
Montpelier High School 1974 — 1978
Badger Financial Group, LPL Financial Registered Representative September 2009 - Present
Citi Smith Barney January 2003 - September 2009
Madison Magazine 2002 - 2004
BankBoston Securites July 1993 - April 1999
Williams Capital Group April 1993 - September 1993
Barclays de Zoete Wedd Securities August 1992 - May 1993
MFR, Inc. May 1990 - April 1992
Drexel Burnham Lambert February 1984 - February 1990
Skills
Strategic Financial..., Wealth Management, Securities, Bonds, Options, Retirement Planning, Investment Advisory, Investments, Financial Analysis, Estate Planning, Financial Services, Asset Managment
Education
New York University - Leonard N. Stern School of Business 1985 — 1989
MBA, Finance
University of Kansas 1982 — 1983
MA, Theatre; Stage Directing
University of Vermont 1978 — 1982
Bachelor of Arts (B.A.), Musical Theatre Production
Montpelier High School 1974 — 1978
Hal Hermelee Hal Hermelee's Drexel Burnham Lambert Experience August 1987 - February 1989
Job Senior Managing Director at Wunderlich Securities
Industry Capital Markets
Experience
Wunderlich Securities April 2014 - Present
Banc of Manhattan Capital March 2009 - April 2014
Countrywide Securities Corporation January 1996 - September 2008
Countrywide Capital Markets January 1996 - September 2008
Countrywide Financial January 1996 - September 2008
Hamilton, Carter, Smith & Co. December 1991 - December 1995
Merrill Lynch & Co January 1989 - October 1991
Drexel Burnham Lambert August 1987 - February 1989
Skills
Mortgage, Capital Markets, Loans, Securitization, Mortgage Banking, Fixed Income
Education
University of Michigan 1983 — 1987
Wunderlich Securities April 2014 - Present
Banc of Manhattan Capital March 2009 - April 2014
Countrywide Securities Corporation January 1996 - September 2008
Countrywide Capital Markets January 1996 - September 2008
Countrywide Financial January 1996 - September 2008
Hamilton, Carter, Smith & Co. December 1991 - December 1995
Merrill Lynch & Co January 1989 - October 1991
Drexel Burnham Lambert August 1987 - February 1989
Skills
Mortgage, Capital Markets, Loans, Securitization, Mortgage Banking, Fixed Income
Education
University of Michigan 1983 — 1987
Mark Schuh Mark Schuh's Drexel Burnham Lambert Experience 1987 - 1988
Job President at Cima Management Corporation
Industry Management Consulting
Experience
Cima Management Corporation January 2004 - Present
Saladino's, Inc. January 2004 - Present
Catellus Urban Development Corporation 1997 - 2003
MaguirePartners 1994 - 1997
Lance-Kashian & Company 1990 - 1994
Maguire Thomas Partners 1988 - 1990
Drexel Burnham Lambert 1987 - 1988
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA, Finance and Statistics
UCLA 1981 — 1986
Bachelor of Arts (B.A.), Economics
San Joaquin Memorial HS 1977 — 1981
Cima Management Corporation January 2004 - Present
Saladino's, Inc. January 2004 - Present
Catellus Urban Development Corporation 1997 - 2003
MaguirePartners 1994 - 1997
Lance-Kashian & Company 1990 - 1994
Maguire Thomas Partners 1988 - 1990
Drexel Burnham Lambert 1987 - 1988
Education
The University of Chicago - Booth School of Business 1986 — 1988
MBA, Finance and Statistics
UCLA 1981 — 1986
Bachelor of Arts (B.A.), Economics
San Joaquin Memorial HS 1977 — 1981
Sean Thorpe Sean Thorpe's Drexel Burnham Lambert Experience 1989 - 1990
Job Principal, Portfolio Manager International Equity Strategy at Aristotle Capital Management, LLC
Industry Investment Management
Experience
Aristotle Capital Management, LLC 2007 - Present
Shamrock Holdings 2005 - 2006
Mandeville Partners 1994 - 2005
Salick Health Care 1992 - 1994
Kidder Peabody 1990 - 1992
Drexel Burnham Lambert 1989 - 1990
Skills
Portfolio Management, Finance, Equities, Management, Strategic Planning, Investment Management, Asset Management, Equity Research, Investments, Wealth Management, Mutual Funds, Financial Modeling, Securities, Due Diligence, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Fixed Income
Education
UCLA 1987 — 1989
Bachelor of Arts (BA), Economics/Finance
UCSB 1985 — 1987
Chemical Engineering
Aristotle Capital Management, LLC 2007 - Present
Shamrock Holdings 2005 - 2006
Mandeville Partners 1994 - 2005
Salick Health Care 1992 - 1994
Kidder Peabody 1990 - 1992
Drexel Burnham Lambert 1989 - 1990
Skills
Portfolio Management, Finance, Equities, Management, Strategic Planning, Investment Management, Asset Management, Equity Research, Investments, Wealth Management, Mutual Funds, Financial Modeling, Securities, Due Diligence, Alternative Investments, Hedge Funds, Asset Allocation, Investment Strategies, Fixed Income
Education
UCLA 1987 — 1989
Bachelor of Arts (BA), Economics/Finance
UCSB 1985 — 1987
Chemical Engineering
David Holmes David Holmes's Drexel Burnham Lambert Experience October 1980 - March 1990
Job Senior Vice President at Heraeus Metals New York LLC
Industry Logistics and Supply Chain
Experience
Heraeus Metals New York LLC September 2014 - Present
Commerzbank AG August 2009 - May 2013
Dresdner Kleinwort February 2006 - August 2009
Royal Bank of Canada September 2004 - January 2006
NM Rothschild September 2003 - August 2004
Societe Generale September 1997 - August 2003
Deutsche Bank September 1996 - August 1997
AIG Trading Corporation April 1990 - August 1996
Drexel Burnham Lambert October 1980 - March 1990
Skills
Expert in commodity..., International Sales, Managing Complex Sales, Trading, Options, Hedging, Commodity Markets, Financial Structuring, Management, Sales, Metals, Sales Operations, Precious Metals, Structured Products, Commodity, Derivatives, Social Media, Policy Analysis, Energy, FX Options, Research
Education
The University of Kent 1977 — 1980
Economics
Ealing Grammar 1970 — 1977
High School
Heraeus Metals New York LLC September 2014 - Present
Commerzbank AG August 2009 - May 2013
Dresdner Kleinwort February 2006 - August 2009
Royal Bank of Canada September 2004 - January 2006
NM Rothschild September 2003 - August 2004
Societe Generale September 1997 - August 2003
Deutsche Bank September 1996 - August 1997
AIG Trading Corporation April 1990 - August 1996
Drexel Burnham Lambert October 1980 - March 1990
Skills
Expert in commodity..., International Sales, Managing Complex Sales, Trading, Options, Hedging, Commodity Markets, Financial Structuring, Management, Sales, Metals, Sales Operations, Precious Metals, Structured Products, Commodity, Derivatives, Social Media, Policy Analysis, Energy, FX Options, Research
Education
The University of Kent 1977 — 1980
Economics
Ealing Grammar 1970 — 1977
High School
Bob Fanning's Drexel Burnham Lambert Experience 1982 - 1983
Job Principal ● Chief Restructuring Officer ● Consultant
Industry
Experience
Friends of The Northern Yellowstone Elk Herd, Inc. 1999 - 2013
M.H. Detrick Co., 1994 - 2002
Gelderman Securities, Inc. 1993 - 1994
Peters and Company 1992 - 1993
Chicago Board of Trade 1981 - 1993
Drexel Burnham Lambert 1982 - 1983
A.G. Becker and Company 1979 - 1981
Blyth Eastman Dillion 1979 - 1979
White Weld And Company 1976 - 1977
PaineWebber 1974 - 1976
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Customer Service, Photoshop, Sales Management, Windows, Teaching, Editing, Non-profits, Negotiation, Strategic Planning, Public Relations, Business Strategy, Financial Analysis, Sales, Social Media, Budgets, Team Building, Marketing, Start-ups, Coaching, Team Leadership, Nonprofits, Social Networking, Leadership, Risk Management, Contract Negotiation, Management, New Business Development, Business Planning, Project Planning, Event Planning, Strategy, Policy, Product Development, Finance, Investments, Entrepreneurship, Marketing Strategy, Banking, Due Diligence, Business Development, Insurance, Analysis, Fundraising, Management Consulting
Education
Keller Graduate School of Management 1975 — 1977
toward MBA, Business and Finance
University of Notre Dame 1969 — 1973
Bachelor of Arts (B.A.), Biology/Sociology
Friends of The Northern Yellowstone Elk Herd, Inc. 1999 - 2013
M.H. Detrick Co., 1994 - 2002
Gelderman Securities, Inc. 1993 - 1994
Peters and Company 1992 - 1993
Chicago Board of Trade 1981 - 1993
Drexel Burnham Lambert 1982 - 1983
A.G. Becker and Company 1979 - 1981
Blyth Eastman Dillion 1979 - 1979
White Weld And Company 1976 - 1977
PaineWebber 1974 - 1976
Skills
Microsoft Excel, PowerPoint, Research, Microsoft Office, Public Speaking, Microsoft Word, Customer Service, Photoshop, Sales Management, Windows, Teaching, Editing, Non-profits, Negotiation, Strategic Planning, Public Relations, Business Strategy, Financial Analysis, Sales, Social Media, Budgets, Team Building, Marketing, Start-ups, Coaching, Team Leadership, Nonprofits, Social Networking, Leadership, Risk Management, Contract Negotiation, Management, New Business Development, Business Planning, Project Planning, Event Planning, Strategy, Policy, Product Development, Finance, Investments, Entrepreneurship, Marketing Strategy, Banking, Due Diligence, Business Development, Insurance, Analysis, Fundraising, Management Consulting
Education
Keller Graduate School of Management 1975 — 1977
toward MBA, Business and Finance
University of Notre Dame 1969 — 1973
Bachelor of Arts (B.A.), Biology/Sociology
Sonya Gelb Sonya Gelb's Drexel Burnham Lambert Experience May 1987 - May 1989
Job Vice President, Investments at Raymond James
Industry Financial Services
Experience
Raymond James March 2011 - Present
Morgan Stanley Smith Barney May 1989 - March 2011
Drexel Burnham Lambert May 1987 - May 1989
Skills
Investments, Securities, Wealth Management, Portfolio Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Series 63, Retirement, Alternative Investments, Series 9, Series 10, Series 3
Education
University of Florida
Raymond James March 2011 - Present
Morgan Stanley Smith Barney May 1989 - March 2011
Drexel Burnham Lambert May 1987 - May 1989
Skills
Investments, Securities, Wealth Management, Portfolio Management, Series 7, Retirement Planning, Mutual Funds, Strategic Financial..., Investment Strategies, Asset Allocation, Series 63, Retirement, Alternative Investments, Series 9, Series 10, Series 3
Education
University of Florida
Caryn Fox Caryn Fox's Drexel Burnham Lambert Experience 1985 - 1988
Job Director at Mark Shaw Associates
Industry Financial Services
Experience
Mark Shaw Associates October 2004 - Present
Equate Executive Search January 1998 - September 2004
Alltel Information Services 1989 - 1998
Drexel Burnham Lambert 1985 - 1988
Skills
Recruitment/Retention, Compliance, Banking, AML, Financial Services, Project Management, Vendor Management, Risk Management, Financial Risk, Asset Management, Portfolio Management, Securities, Asset Managment, Change Management, Due Diligence, Financial Analysis, Investments, Credit, Business Analysis, Internal Audit, Fraud, Finance, Corporate Governance, Management, Process Improvement, Information Technology, Mergers & Acquisitions, KYC, Analysis, Anti Money Laundering
Education
The University of Connecticut
MA
University of Maryland College Park
BS, Psychology
Mark Shaw Associates October 2004 - Present
Equate Executive Search January 1998 - September 2004
Alltel Information Services 1989 - 1998
Drexel Burnham Lambert 1985 - 1988
Skills
Recruitment/Retention, Compliance, Banking, AML, Financial Services, Project Management, Vendor Management, Risk Management, Financial Risk, Asset Management, Portfolio Management, Securities, Asset Managment, Change Management, Due Diligence, Financial Analysis, Investments, Credit, Business Analysis, Internal Audit, Fraud, Finance, Corporate Governance, Management, Process Improvement, Information Technology, Mergers & Acquisitions, KYC, Analysis, Anti Money Laundering
Education
The University of Connecticut
MA
University of Maryland College Park
BS, Psychology
Heidie Calero Heidie Calero's Drexel Burnham Lambert Experience November 1987 - January 1989
Job President at H. Calero Consulting Group, Inc.
Industry Research
Experience
H. Calero Consulting Group, Inc. June 1993 - Present
Drexel Burnham Lambert November 1987 - January 1989
Salomon Brothers, PR February 1986 - October 1987
Skills
Economics, Public Policy, Strategic Planning, Business Planning, Analysis, Writing, Research, Government, Planning, Financial Analysis, Banking, Civil Litigation, Public Speaking, Non-profits, Budgeting, Business Strategy, Policy, Small Business, Spanish, Leadership, Microsoft Excel, Organizational..., Project Planning, Nonprofits, Public Relations, Team Building, Team Leadership, Budgets, Negotiation, Management, Entrepreneurship, Mergers & Acquisitions, Leadership Development, English, Marketing Strategy, Finance, Data Analysis, Strategy, Strategic Financial..., Market Research, Start-ups, Management Consulting
Education
University of York 1969 — 1974
M. Phil, Economics
University of Puerto Rico 1965 — 1969
BA and later Juris Doctor, Economics and later Law, 4.0
H. Calero Consulting Group, Inc. June 1993 - Present
Drexel Burnham Lambert November 1987 - January 1989
Salomon Brothers, PR February 1986 - October 1987
Skills
Economics, Public Policy, Strategic Planning, Business Planning, Analysis, Writing, Research, Government, Planning, Financial Analysis, Banking, Civil Litigation, Public Speaking, Non-profits, Budgeting, Business Strategy, Policy, Small Business, Spanish, Leadership, Microsoft Excel, Organizational..., Project Planning, Nonprofits, Public Relations, Team Building, Team Leadership, Budgets, Negotiation, Management, Entrepreneurship, Mergers & Acquisitions, Leadership Development, English, Marketing Strategy, Finance, Data Analysis, Strategy, Strategic Financial..., Market Research, Start-ups, Management Consulting
Education
University of York 1969 — 1974
M. Phil, Economics
University of Puerto Rico 1965 — 1969
BA and later Juris Doctor, Economics and later Law, 4.0
Buddy Ratchford's Drexel Burnham Lambert Experience 1986 - 1989
Job Regional Manager SC/WV
Industry Financial Services
Experience
Gateway Mortgage Group, LLC May 2013 - Present
Bank of America Home Loans February 2011 - April 2013
FDIC - DRR August 2009 - April 2010
Mortgage Bankers Association of the Carolinas 2006 - 2009
SunTrust Mortgage June 2003 - June 2008
Lighthouse Community Bank November 1999 - June 2003
Western Financial Bank, FSB October 1996 - December 1998
Resolution Trust Corporation January 1990 - December 1995
Drexel Burnham Lambert 1986 - 1989
American Mortrgage Insurance Co 1981 - 1983
Skills
Sales Management, Geographic Expansion, Mortgage Banking, Recruiting, Loan Origination, Underwriting, Residential Mortgages
Education
University of North Carolina at Chapel Hill 1972 — 1976
BS, Business Administration
Gateway Mortgage Group, LLC May 2013 - Present
Bank of America Home Loans February 2011 - April 2013
FDIC - DRR August 2009 - April 2010
Mortgage Bankers Association of the Carolinas 2006 - 2009
SunTrust Mortgage June 2003 - June 2008
Lighthouse Community Bank November 1999 - June 2003
Western Financial Bank, FSB October 1996 - December 1998
Resolution Trust Corporation January 1990 - December 1995
Drexel Burnham Lambert 1986 - 1989
American Mortrgage Insurance Co 1981 - 1983
Skills
Sales Management, Geographic Expansion, Mortgage Banking, Recruiting, Loan Origination, Underwriting, Residential Mortgages
Education
University of North Carolina at Chapel Hill 1972 — 1976
BS, Business Administration
Patty Jacobsen Simpson Patty Jacobsen Simpson's Drexel Burnham Lambert Experience April 1987 - 1988
Job Chairman & CEO at DW Simpson Global Actuarial Recruitment
Industry Insurance
Experience
DW Simpson Global Actuarial Recruitment December 1989 - Present
Drexel Burnham Lambert April 1987 - 1988
Skills
Recruiting, Executive Search, Insurance, General Insurance, Human Resources, Leadership, Actuarial Science, Executive Management, Management, Talent Acquisition, Business Strategy, Mergers & Acquisitions, Actuaries, Finance, Pricing, Investments, Property & Casualty..., Financial Risk, Risk Management, Pensions, Solvency II
Education
University of Minnesota-Twin Cities 1983 — 1987
BA, Business & Psychology
DW Simpson Global Actuarial Recruitment December 1989 - Present
Drexel Burnham Lambert April 1987 - 1988
Skills
Recruiting, Executive Search, Insurance, General Insurance, Human Resources, Leadership, Actuarial Science, Executive Management, Management, Talent Acquisition, Business Strategy, Mergers & Acquisitions, Actuaries, Finance, Pricing, Investments, Property & Casualty..., Financial Risk, Risk Management, Pensions, Solvency II
Education
University of Minnesota-Twin Cities 1983 — 1987
BA, Business & Psychology
Jolie Eisner Jolie Eisner's Drexel Burnham Lambert Experience June 1987 - June 1990
Job Risk and Business Executive
Industry Financial Services
Experience
JPMorgan Chase June 2010 - Present
Citi June 1990 - June 2010
Drexel Burnham Lambert June 1987 - June 1990
Citi November 1985 - June 1987
PepsiCo June 1981 - June 1985
American Express June 1977 - June 1981
Skills
Risk Management, International Business, Credit, Operational Risk..., Anti Money Laundering, Finance, Business Strategy, Leadership, Investment Banking, Capital Markets, Corporate Governance, Risk Governance, Corporate Finance, Hedge Funds, Private Equity, Commercial Banking, Risk Assessment, Strategy, Valuation, Internal/External..., Management
Education
New York University, Stern School of Business 1976 — 1977
MBA, International Finance
Tufts University 1972 — 1976
BA, French Language and Literature
The Westminster Schools
High School
JPMorgan Chase June 2010 - Present
Citi June 1990 - June 2010
Drexel Burnham Lambert June 1987 - June 1990
Citi November 1985 - June 1987
PepsiCo June 1981 - June 1985
American Express June 1977 - June 1981
Skills
Risk Management, International Business, Credit, Operational Risk..., Anti Money Laundering, Finance, Business Strategy, Leadership, Investment Banking, Capital Markets, Corporate Governance, Risk Governance, Corporate Finance, Hedge Funds, Private Equity, Commercial Banking, Risk Assessment, Strategy, Valuation, Internal/External..., Management
Education
New York University, Stern School of Business 1976 — 1977
MBA, International Finance
Tufts University 1972 — 1976
BA, French Language and Literature
The Westminster Schools
High School
Russ Gerson Russ Gerson's Drexel Burnham Lambert Experience 1984 - 1985
Job President, Phoenix Star Capital Chairman, The Gerson Group
Industry Financial Services
Experience
Phoenix Star Capital April 2013 - Present
The Gerson Group October 2005 - Present
John McCain 2008 June 2008 - November 2008
A.T. Kearney 2000 - 2005
Baines Gwinner North America 1998 - 2000
Webb Johnson Associates 1995 - 1998
The Whitney Group 1985 - 1995
Drexel Burnham Lambert 1984 - 1985
J. Henry Schroder Bank and Trust Company 1983 - 1984
AIESEC-United States 1982 - 1983
Skills
Strategy, Strategic Consulting, Analytics, Corporate Development, Government, Executive Search, Leadership, New Business Development, Problem Solving, Recruiting, Strategic Planning, Investor Relations, Capital Raising
Education
University of Michigan
Phoenix Star Capital April 2013 - Present
The Gerson Group October 2005 - Present
John McCain 2008 June 2008 - November 2008
A.T. Kearney 2000 - 2005
Baines Gwinner North America 1998 - 2000
Webb Johnson Associates 1995 - 1998
The Whitney Group 1985 - 1995
Drexel Burnham Lambert 1984 - 1985
J. Henry Schroder Bank and Trust Company 1983 - 1984
AIESEC-United States 1982 - 1983
Skills
Strategy, Strategic Consulting, Analytics, Corporate Development, Government, Executive Search, Leadership, New Business Development, Problem Solving, Recruiting, Strategic Planning, Investor Relations, Capital Raising
Education
University of Michigan
Bruce Robbs Bruce Robbs's Drexel Burnham Lambert Experience 1987 - 1990
Job The Robbs Group LLC
Industry Real Estate
Experience
RE Consulting LLC 2000 - Present
The Aspen Group 2001 - 2004
Compass Bank 2001 - 2002
Everen Securities/Wachovia Securities 1996 - 2000
Sun Pacific Company 1989 - 1995
Drexel Burnham Lambert 1987 - 1990
American Express Bank 1984 - 1987
Skills
Real Estate, Investment Banking, Mergers & Acquisitions, Portfolio Management, Loans, Asset Managment, Mergers, Real Estate Development, Corporate Finance, Banking, Investments, Finance, Equities, Asset Management, Business Development, Financial Structuring, Management, Credit Analysis, Acquisitions
Education
Thunderbird School of Global Management
MIM, International Finance
University of San Diego
BBA, Business Admin/French
RE Consulting LLC 2000 - Present
The Aspen Group 2001 - 2004
Compass Bank 2001 - 2002
Everen Securities/Wachovia Securities 1996 - 2000
Sun Pacific Company 1989 - 1995
Drexel Burnham Lambert 1987 - 1990
American Express Bank 1984 - 1987
Skills
Real Estate, Investment Banking, Mergers & Acquisitions, Portfolio Management, Loans, Asset Managment, Mergers, Real Estate Development, Corporate Finance, Banking, Investments, Finance, Equities, Asset Management, Business Development, Financial Structuring, Management, Credit Analysis, Acquisitions
Education
Thunderbird School of Global Management
MIM, International Finance
University of San Diego
BBA, Business Admin/French
Bill McDonnell's Drexel Burnham Lambert Experience August 1982 - June 1985
Job Chief Compliance Officer at Deep Blue Capital Management, L.P.
Industry Financial Services
Experience
Deep Blue Capital Management, L.P. October 2013 - Present
Atherton Lane Advisers, LLC September 2008 - Present
Viking Asset Management, LLC March 2007 - September 2008
Wells Fargo December 2004 - February 2007
Charles Schwab 1997 - 2004
Keesal, Young and Logan 1986 - 1997
Titchell, Maltzman 1985 - 1986
Drexel Burnham Lambert August 1982 - June 1985
Commodity Futures Trading Commission September 1978 - July 1982
Skills
Arbitration, Litigation, Contract Negotiation, Risk Management, Investment Advisory, Commercial Litigation, Civil Litigation, Securities, Compliance, Hedge Funds, Privacy, Derivatives, Securities Law, AML, Securities Regulation, OFAC, Financial Services, Series 65, FINRA, Due Diligence, Series 24, Trading, Broker-Dealer, Investment Advisers Act, Corporate Law, Asset Allocation, Legal Compliance, Investment Company Act, Corporate Governance, Alternative Investments, Mutual Funds, Asset Management, Anti Money Laundering
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
University of California, Hastings College of the Law
Juris doctor
Deep Blue Capital Management, L.P. October 2013 - Present
Atherton Lane Advisers, LLC September 2008 - Present
Viking Asset Management, LLC March 2007 - September 2008
Wells Fargo December 2004 - February 2007
Charles Schwab 1997 - 2004
Keesal, Young and Logan 1986 - 1997
Titchell, Maltzman 1985 - 1986
Drexel Burnham Lambert August 1982 - June 1985
Commodity Futures Trading Commission September 1978 - July 1982
Skills
Arbitration, Litigation, Contract Negotiation, Risk Management, Investment Advisory, Commercial Litigation, Civil Litigation, Securities, Compliance, Hedge Funds, Privacy, Derivatives, Securities Law, AML, Securities Regulation, OFAC, Financial Services, Series 65, FINRA, Due Diligence, Series 24, Trading, Broker-Dealer, Investment Advisers Act, Corporate Law, Asset Allocation, Legal Compliance, Investment Company Act, Corporate Governance, Alternative Investments, Mutual Funds, Asset Management, Anti Money Laundering
Education
University of California, Berkeley
Bachelor of Arts (B.A.)
University of California, Hastings College of the Law
Juris doctor
Andy Druch's Drexel Burnham Lambert Experience 1987 - 1992
Job General Counsel Americas at DNB
Industry Banking
Experience
DNB 2012 - Present
Rabobank 2005 - 2011
ING Bank 1995 - 2005
Lehman Brothers 1992 - 1995
Drexel Burnham Lambert 1987 - 1992
Skills
Securities, Banking Law, Derivatives, Compliance, Corporate Governance, Corporate Law, Litigation Management, Securities Law, Employment Law, Corporate Finance, Mergers, Contract Negotiation, Capital Markets, Securities Regulation, Mergers & Acquisitions
Education
Rutgers University School of Law
State University of New York at Albany
DNB 2012 - Present
Rabobank 2005 - 2011
ING Bank 1995 - 2005
Lehman Brothers 1992 - 1995
Drexel Burnham Lambert 1987 - 1992
Skills
Securities, Banking Law, Derivatives, Compliance, Corporate Governance, Corporate Law, Litigation Management, Securities Law, Employment Law, Corporate Finance, Mergers, Contract Negotiation, Capital Markets, Securities Regulation, Mergers & Acquisitions
Education
Rutgers University School of Law
State University of New York at Albany
Heidi Levin's Drexel Burnham Lambert Experience 1987 - 1990
Job Senior Vice President at Equity International
Industry Venture Capital & Private Equity
Experience
Advance Real Estate January 2015 - Present
Grupo Tha July 2014 - Present
Equity International May 2011 - Present
University of Chicago April 2009 - May 2011
Northern Trust September 2002 - August 2008
Comdisco 1996 - 2001
Equity Group Investments 1994 - 1996
Warburg Pincus 1990 - 1992
Drexel Burnham Lambert 1987 - 1990
Skills
Private Equity, Venture Capital, Business Strategy, Business Development, Financial Analysis, Investments
Education
The University of Chicago 2006 — 2010
MS, Computer Science
University of Pennsylvania - The Wharton School 1983 — 1987
Bachelor of Science, Finance
Advance Real Estate January 2015 - Present
Grupo Tha July 2014 - Present
Equity International May 2011 - Present
University of Chicago April 2009 - May 2011
Northern Trust September 2002 - August 2008
Comdisco 1996 - 2001
Equity Group Investments 1994 - 1996
Warburg Pincus 1990 - 1992
Drexel Burnham Lambert 1987 - 1990
Skills
Private Equity, Venture Capital, Business Strategy, Business Development, Financial Analysis, Investments
Education
The University of Chicago 2006 — 2010
MS, Computer Science
University of Pennsylvania - The Wharton School 1983 — 1987
Bachelor of Science, Finance
Marc Karetsky's Drexel Burnham Lambert Experience May 1983 - May 1989
Job Managing Director at Morgan Stanley
Industry Financial Services
Experience
Morgan Stanley Private Wealth Management July 2015 - Present
Barclays September 2008 - July 2015
Lehman Brothers August 2003 - September 2008
Montgomery Securities February 1996 - July 2003
Smith Barney May 1989 - February 1996
Drexel Burnham Lambert May 1983 - May 1989
Education
Tulane University 1979 — 1983
BA, History
Morgan Stanley Private Wealth Management July 2015 - Present
Barclays September 2008 - July 2015
Lehman Brothers August 2003 - September 2008
Montgomery Securities February 1996 - July 2003
Smith Barney May 1989 - February 1996
Drexel Burnham Lambert May 1983 - May 1989
Education
Tulane University 1979 — 1983
BA, History
Donald Cherry's Drexel Burnham Lambert Experience November 1988 - July 1989
Job Managing Director, Criterion Management LLC
Industry Financial Services
Experience
Criterion Management LLC March 2009 - Present
Don Cherry Management August 2004 - Present
Oppenheimer & Co. January 2002 - November 2008
Prime Charter LTD. March 1991 - January 2002
Bear Stearns July 1989 - April 1991
Drexel Burnham Lambert November 1988 - July 1989
Education
University of Pittsburgh 1981 — 1985
BA, Rhetoric/Communications
Beach Channel High School 1979 — 1981
Criterion Management LLC March 2009 - Present
Don Cherry Management August 2004 - Present
Oppenheimer & Co. January 2002 - November 2008
Prime Charter LTD. March 1991 - January 2002
Bear Stearns July 1989 - April 1991
Drexel Burnham Lambert November 1988 - July 1989
Education
University of Pittsburgh 1981 — 1985
BA, Rhetoric/Communications
Beach Channel High School 1979 — 1981
Jeffry Weinhuff's Drexel Burnham Lambert Experience 1983 - 1990
Job CEO , Merchant Banker
Industry Financial Services
Experience
Inflection Point Capital January 2000 - Present
Jefferies & Company 1990 - 2000
Drexel Burnham Lambert 1983 - 1990
Skills
Keen Listener, Strategic Vision, Investment Banking, Mergers, Private Equity, Management of Highly..., Leveraged Finance, Build Ups, Strategic Financial..., Public Speaking, Business Development, Team Building, Estate Planning, Investments, Instrument Pilot, Restructuring, Value Realization, Corporate Finance, Wealth Management, Financial Services, Funding, LBO, Asset Management, Venture Capital, Finance, Management, Business Strategy, Due Diligence, Mergers & Acquisitions
Education
USC Marshall School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1974 — 1978
Bachelor of Science (BS), Economics
Inflection Point Capital January 2000 - Present
Jefferies & Company 1990 - 2000
Drexel Burnham Lambert 1983 - 1990
Skills
Keen Listener, Strategic Vision, Investment Banking, Mergers, Private Equity, Management of Highly..., Leveraged Finance, Build Ups, Strategic Financial..., Public Speaking, Business Development, Team Building, Estate Planning, Investments, Instrument Pilot, Restructuring, Value Realization, Corporate Finance, Wealth Management, Financial Services, Funding, LBO, Asset Management, Venture Capital, Finance, Management, Business Strategy, Due Diligence, Mergers & Acquisitions
Education
USC Marshall School of Business 1980 — 1982
Master of Business Administration (MBA), Finance, General
University of California, Santa Barbara 1974 — 1978
Bachelor of Science (BS), Economics
Chris Harrison's Drexel Burnham Lambert Experience 1986 - 1990
Job Symphony Asset Mgt
Industry Financial Services
Experience
Symphony Asset Management April 2011 - Present
Bank of New York Mellon 1999 - 2003
Bankers Trust 1992 - 1999
Drexel Burnham Lambert 1986 - 1990
Marine Midland Bank 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Capital Markets, High Yield, Bonds, Asset Management, Securities, Mergers & Acquisitions, Trading, Investments, Investment Banking, Bloomberg, Credit Derivatives, Private Equity, Structured Products, Fund Of Funds, Derivatives, Leveraged Finance, Portfolio Management, Financial Markets, Investment Management, Investment Strategies, Valuation, Structured Finance, Equity Research, Investor Relations, Mutual Funds, Emerging Markets, Asset Allocation, Financial Modeling, Equity Valuation, Wealth Management, Equity Derivatives, CDO, Financial Structuring, ABS, Special Situations, LBO, Series 7
Education
University of California, Los Angeles 1979 — 1982
BA, Business Economics
Ocean Township High School 1974 — 1978
Symphony Asset Management April 2011 - Present
Bank of New York Mellon 1999 - 2003
Bankers Trust 1992 - 1999
Drexel Burnham Lambert 1986 - 1990
Marine Midland Bank 1984 - 1986
Skills
Hedge Funds, Alternative Investments, Fixed Income, Asset Managment, Equities, Capital Markets, High Yield, Bonds, Asset Management, Securities, Mergers & Acquisitions, Trading, Investments, Investment Banking, Bloomberg, Credit Derivatives, Private Equity, Structured Products, Fund Of Funds, Derivatives, Leveraged Finance, Portfolio Management, Financial Markets, Investment Management, Investment Strategies, Valuation, Structured Finance, Equity Research, Investor Relations, Mutual Funds, Emerging Markets, Asset Allocation, Financial Modeling, Equity Valuation, Wealth Management, Equity Derivatives, CDO, Financial Structuring, ABS, Special Situations, LBO, Series 7
Education
University of California, Los Angeles 1979 — 1982
BA, Business Economics
Ocean Township High School 1974 — 1978
Catherine Frey's Drexel Burnham Lambert Experience June 1989 - February 1990
Job Partner, Head of Credit Investment Solutions
Industry Investment Management
Experience
MatlinPatterson April 2013 - Present
Frey Capital Advisors, LLC 2005 - December 2012
Morgan Stanley 2003 - 2005
Bear Stearns 1993 - 2001
Donaldson, Lufkin & Jenrette March 1990 - March 1993
Drexel Burnham Lambert June 1989 - February 1990
Skills
Hedge Funds, Alternative Investments, High Yield, Capital Markets, Special Situations, Investment Banking, Private Equity, Investor Relations
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Finance and international business
Bishop Ludden high school 1981 — 1985
MatlinPatterson April 2013 - Present
Frey Capital Advisors, LLC 2005 - December 2012
Morgan Stanley 2003 - 2005
Bear Stearns 1993 - 2001
Donaldson, Lufkin & Jenrette March 1990 - March 1993
Drexel Burnham Lambert June 1989 - February 1990
Skills
Hedge Funds, Alternative Investments, High Yield, Capital Markets, Special Situations, Investment Banking, Private Equity, Investor Relations
Education
University of Pennsylvania - The Wharton School 1985 — 1989
B.S.E., Finance and international business
Bishop Ludden high school 1981 — 1985
Mark Lamb's Drexel Burnham Lambert Experience 1985 - 1989
Job Senior Financial Consultant at Financial West Group
Industry Financial Services
Experience
Financial West Group June 2008 - Present
The Shemano Group 2002 - 2008
Well Fargo Advisors 2000 - 2001
Van Kasper & Co 1997 - 2000
Kidder Peabody 1994 - 1996
Smith Barney 1989 - 1993
Drexel Burnham Lambert 1985 - 1989
Skills
Wealth Management, Hedge Funds, Series 7, Investments, Finance, Private Equity, Risk Management, Strategic Planning, Series 63, Securities, Equities
Education
University of California, Santa Barbara 1980 — 1985
BA Business Economics, Finance
Financial West Group June 2008 - Present
The Shemano Group 2002 - 2008
Well Fargo Advisors 2000 - 2001
Van Kasper & Co 1997 - 2000
Kidder Peabody 1994 - 1996
Smith Barney 1989 - 1993
Drexel Burnham Lambert 1985 - 1989
Skills
Wealth Management, Hedge Funds, Series 7, Investments, Finance, Private Equity, Risk Management, Strategic Planning, Series 63, Securities, Equities
Education
University of California, Santa Barbara 1980 — 1985
BA Business Economics, Finance
Ned Moran's Drexel Burnham Lambert Experience October 1984 - June 1987
Job Principal Information Technology at KKR Asset Management
Industry Financial Services
Experience
KKR Asset Management September 2010 - Present
Federal Home Loan Bank of San Francisco December 2008 - August 2010
TCW, INC. (Trust Company of the West) 1997 - 2008
Trust Company of the West 1993 - 1997
CS First Boston June 1987 - May 1993
Drexel Burnham Lambert October 1984 - June 1987
Andersen Consulting July 1982 - October 1984
Skills
Program Management, Application Development, Business Analysis
Education
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Finance
KKR Asset Management September 2010 - Present
Federal Home Loan Bank of San Francisco December 2008 - August 2010
TCW, INC. (Trust Company of the West) 1997 - 2008
Trust Company of the West 1993 - 1997
CS First Boston June 1987 - May 1993
Drexel Burnham Lambert October 1984 - June 1987
Andersen Consulting July 1982 - October 1984
Skills
Program Management, Application Development, Business Analysis
Education
University of Illinois at Urbana-Champaign 1978 — 1982
BS, Finance
Rhonda Sexer-Levy's Drexel Burnham Lambert Experience September 1980 - April 1987
Job Vice President Institutional Sales at RF Lafferty & Co., Inc
Industry Investment Management
Experience
RF Lafferty & Co., Inc December 2014 - Present
Miller Tabak June 2004 - November 2014
Access Securities November 1998 - June 2004
UBS Securities Co., Ltd April 1990 - October 1998
Paramount Capital May 1987 - April 1990
Drexel Burnham Lambert September 1980 - April 1987
Skills
Options, Equities, Research Sales, Hedge Funds, ETFs, Series 7, 63, 55, 3, Trading, Derivatives, Research, Equity Trading, Bloomberg, Equity Derivatives, Technical Analysis, Hedging, Series 7, Options Strategies, Portfolio Management, Electronic Trading
Education
State University of New York at Albany 1976 — 1980
BS/Bus Admin, Marketing and Statistics
RF Lafferty & Co., Inc December 2014 - Present
Miller Tabak June 2004 - November 2014
Access Securities November 1998 - June 2004
UBS Securities Co., Ltd April 1990 - October 1998
Paramount Capital May 1987 - April 1990
Drexel Burnham Lambert September 1980 - April 1987
Skills
Options, Equities, Research Sales, Hedge Funds, ETFs, Series 7, 63, 55, 3, Trading, Derivatives, Research, Equity Trading, Bloomberg, Equity Derivatives, Technical Analysis, Hedging, Series 7, Options Strategies, Portfolio Management, Electronic Trading
Education
State University of New York at Albany 1976 — 1980
BS/Bus Admin, Marketing and Statistics
Jan Burns's Drexel Burnham Lambert Experience March 1986 - March 1988
Job Senior Administrative Assistant at San Diego Wild Animal Park
Industry Recreational Facilities and Services
Experience
San Diego Wild Animal Park November 2002 - Present
Reflectivity 2000 - 2002
Drexel Burnham Lambert March 1986 - March 1988
Skills
Event Planning, Outlook
Education
University of Southern California
San Diego Wild Animal Park November 2002 - Present
Reflectivity 2000 - 2002
Drexel Burnham Lambert March 1986 - March 1988
Skills
Event Planning, Outlook
Education
University of Southern California
Joe Weinberg's Drexel Burnham Lambert Experience January 1986 - December 1994
Job Senior Consultant at Pinnacle Titan Technology partners
Industry Computer Software
Experience
Titan Technology Partners August 2008 - Present
Pinnacle 2007 - Present
Ranzal & Associates January 2005 - December 2007
Ranzal 2004 - 2006
BearingPoint January 2005 - December 2005
Hyperion Solutions January 2001 - December 2004
Bear, Stearns & Co. Inc. January 1994 - December 2001
Drexel Burnham Lambert January 1986 - December 1994
Education
Tel Aviv University 1974 — 1978
Titan Technology Partners August 2008 - Present
Pinnacle 2007 - Present
Ranzal & Associates January 2005 - December 2007
Ranzal 2004 - 2006
BearingPoint January 2005 - December 2005
Hyperion Solutions January 2001 - December 2004
Bear, Stearns & Co. Inc. January 1994 - December 2001
Drexel Burnham Lambert January 1986 - December 1994
Education
Tel Aviv University 1974 — 1978
Leslie Bauer's Drexel Burnham Lambert Experience September 1984 - October 1990
Job Administration at SR Robertson
Industry Fund-Raising
Experience
SR Robertson & Co. LLC July 2001 - Present
OffRoad Capital February 2000 - February 2001
RS Investments March 1993 - February 2000
Robertson Stephens & Co. February 1992 - March 1993
Drexel Burnham Lambert September 1984 - October 1990
Education
University of Puget Sound 1980 — 1984
BA, Politics and Government
South Salem High School 1977 — 1980
SR Robertson & Co. LLC July 2001 - Present
OffRoad Capital February 2000 - February 2001
RS Investments March 1993 - February 2000
Robertson Stephens & Co. February 1992 - March 1993
Drexel Burnham Lambert September 1984 - October 1990
Education
University of Puget Sound 1980 — 1984
BA, Politics and Government
South Salem High School 1977 — 1980
Stephanie Gertler's Drexel Burnham Lambert Experience 1984 - 1987
Job Customer Service at Howard County Pediatrics
Industry Medical Practice
Experience
Howard County Pediatrics May 2008 - Present
First Finish Inc September 2001 - June 2003
General Physics Corporation March 1995 - June 1997
Essex Corporation September 1990 - May 1995
Coca-Cola Enterprises 1989 - 1989
Drexel Burnham Lambert 1984 - 1987
Skills
Microsoft Excel, Healthcare, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Office Management, Data Entry, PowerPoint, Medical Terminology, Event Planning
Education
The Johns Hopkins University - Carey Business School 1991 — 1993
MS, Business (in abeyance)
State University of New York at Albany 1980 — 1984
Bachelor of Arts (B.A.)
Howard County Pediatrics May 2008 - Present
First Finish Inc September 2001 - June 2003
General Physics Corporation March 1995 - June 1997
Essex Corporation September 1990 - May 1995
Coca-Cola Enterprises 1989 - 1989
Drexel Burnham Lambert 1984 - 1987
Skills
Microsoft Excel, Healthcare, Customer Service, Microsoft Office, Microsoft Word, Public Speaking, Office Management, Data Entry, PowerPoint, Medical Terminology, Event Planning
Education
The Johns Hopkins University - Carey Business School 1991 — 1993
MS, Business (in abeyance)
State University of New York at Albany 1980 — 1984
Bachelor of Arts (B.A.)
Diane Rosenshein's Drexel Burnham Lambert Experience 1977 - 2006
Job Financial Services Professional
Industry Financial Services
Experience
Walker, Truesdell, Roth & Associates January 2008 - Present
walker truesdell 1997 - Present
ING 1997 - 2008
ING Financial Services 1997 - 2007
ING financial services 1997 - 2007
ING Financial Partners 1997 - 2007
Drexel Burnham Lambert 1977 - 2006
DBL 1977 - 2006
Drexel Burnham Lambert 1977 - 2006
Drexel Burnham Lambert 1977 - 1996
Education
The College of New Jersey
Walker, Truesdell, Roth & Associates January 2008 - Present
walker truesdell 1997 - Present
ING 1997 - 2008
ING Financial Services 1997 - 2007
ING financial services 1997 - 2007
ING Financial Partners 1997 - 2007
Drexel Burnham Lambert 1977 - 2006
DBL 1977 - 2006
Drexel Burnham Lambert 1977 - 2006
Drexel Burnham Lambert 1977 - 1996
Education
The College of New Jersey
Donna Fiorini's Drexel Burnham Lambert Experience 1985 - 1987
Job Chief Compliance Officer
Industry Financial Services
Experience
Beech Hill Securities, Inc. January 2008 - Present
Cantor, Weiss & Friedner, Inc. May 1989 - December 2007
Cantor & Weiss Asset Management Co., Inc. May 1987 - 2001
Drexel Burnham Lambert 1985 - 1987
Skills
Broker-Dealer, Hedge Funds, Venture Capital, Series 63, Securities, FINRA, Series 7, Start-ups, Equities, Investments, Series 24, Investment Advisory, Asset Management, Alternative Investments, Options, Fixed Income, Mutual Funds, Equity Trading, Financial Services, AML, Management
Education
University of Pennsylvania - The Wharton School 2006 — 2006
CRCP
Beech Hill Securities, Inc. January 2008 - Present
Cantor, Weiss & Friedner, Inc. May 1989 - December 2007
Cantor & Weiss Asset Management Co., Inc. May 1987 - 2001
Drexel Burnham Lambert 1985 - 1987
Skills
Broker-Dealer, Hedge Funds, Venture Capital, Series 63, Securities, FINRA, Series 7, Start-ups, Equities, Investments, Series 24, Investment Advisory, Asset Management, Alternative Investments, Options, Fixed Income, Mutual Funds, Equity Trading, Financial Services, AML, Management
Education
University of Pennsylvania - The Wharton School 2006 — 2006
CRCP
Julie Butterfield's Drexel Burnham Lambert Experience 1986 - 1988
Job Owner, Berrybogg Farm
Industry Farming
Experience
Berrybogg Farm Computer ProgrammerLiberty Mutual Insurance1984 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Microsoft Excel, Strategic Planning, New Business Development, Marketing Strategy, Public Speaking, Leadership, Event Planning, Social Media, Event Management, Business Development, Microsoft Word
Education
University of New Hampshire 1978 — 1982
BS, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Berrybogg Farm Computer ProgrammerLiberty Mutual Insurance1984 - 1993
Drexel Burnham Lambert 1986 - 1988
Skills
Microsoft Excel, Strategic Planning, New Business Development, Marketing Strategy, Public Speaking, Leadership, Event Planning, Social Media, Event Management, Business Development, Microsoft Word
Education
University of New Hampshire 1978 — 1982
BS, Business Administration
University of New Hampshire - Whittemore School of Business and Economics 1978 — 1982
Bachelor of Science (BS), Business Administration and Management, General
Kate Hess Friedman's Drexel Burnham Lambert Experience 1982 - 1989
Job CFO, JumpStart Healthcare Communication Consultants, LLC
Industry Financial Services
Experience
JumpStart Healthcare Communication Consultants, LLC January 2006 - Present
Smith Barney 1989 - 1991
Drexel Burnham Lambert 1982 - 1989
Mercantile Safe Deposit & Trust Company 1980 - 1982
Skills
Private Equity, Investments, Mergers & Acquisitions, Public Speaking, Financial Modeling, Real Estate, Alternative Investments, Hedge Funds, Portfolio Management, Asset Management, Wealth Management, Strategy, Valuation, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA, Finance
Trinity College-Hartford 1976 — 1980
B.A., Economics
Friends School of Baltimore 1972 — 1976
JumpStart Healthcare Communication Consultants, LLC January 2006 - Present
Smith Barney 1989 - 1991
Drexel Burnham Lambert 1982 - 1989
Mercantile Safe Deposit & Trust Company 1980 - 1982
Skills
Private Equity, Investments, Mergers & Acquisitions, Public Speaking, Financial Modeling, Real Estate, Alternative Investments, Hedge Funds, Portfolio Management, Asset Management, Wealth Management, Strategy, Valuation, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1984 — 1987
MBA, Finance
Trinity College-Hartford 1976 — 1980
B.A., Economics
Friends School of Baltimore 1972 — 1976
Debbie Shelling Reynolds's Drexel Burnham Lambert Experience 1986 - 1990
Job managing director at Amherst Securities Group
Industry Financial Services
Experience
Amherst Securities Group 1998 - Present
DLJ 1993 - 1998
Kidder Peabody 1991 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
MBS sales, MBS trading, Capital Markets, Trading, Hedge Funds, Series 7, Derivatives, Fixed Income, Bloomberg, Investments, Securities, Valuation
Education
Trinity College-Hartford 1979 — 1983
senior vice president, Drexel Burnham Lambert
Hopkins New haven 1973 — 1979
Amherst Securities Group 1998 - Present
DLJ 1993 - 1998
Kidder Peabody 1991 - 1993
Drexel Burnham Lambert 1986 - 1990
Skills
MBS sales, MBS trading, Capital Markets, Trading, Hedge Funds, Series 7, Derivatives, Fixed Income, Bloomberg, Investments, Securities, Valuation
Education
Trinity College-Hartford 1979 — 1983
senior vice president, Drexel Burnham Lambert
Hopkins New haven 1973 — 1979
Todd Sycoff's Drexel Burnham Lambert Experience August 1989 - February 1990
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald May 2013 - Present
Gleacher & Co March 2010 - April 2013
BTIG February 2009 - February 2010
Bear Stearns Asset Management March 2006 - July 2008
Bear Stearns April 2002 - March 2006
Merrill Lynch March 1990 - November 2001
Drexel Burnham Lambert August 1989 - February 1990
Skills
Trading, Investments, High Yield, Portfolio Management, Mergers & Acquisitions, Fixed Income, Banking, Securities, Hedge Funds, Valuation, Corporate Finance, Buy-side, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS in Economics, Finance, Management
Cantor Fitzgerald May 2013 - Present
Gleacher & Co March 2010 - April 2013
BTIG February 2009 - February 2010
Bear Stearns Asset Management March 2006 - July 2008
Bear Stearns April 2002 - March 2006
Merrill Lynch March 1990 - November 2001
Drexel Burnham Lambert August 1989 - February 1990
Skills
Trading, Investments, High Yield, Portfolio Management, Mergers & Acquisitions, Fixed Income, Banking, Securities, Hedge Funds, Valuation, Corporate Finance, Buy-side, Asset Management, Capital Markets
Education
University of Pennsylvania - The Wharton School 1985 — 1989
BS in Economics, Finance, Management
S. Brigette Loden's Drexel Burnham Lambert Experience 1983 - 1989
Job Vice President, Development & Capital Campaigns, Providence Foundations
Industry Fund-Raising
Experience
Providence Health & Services Foundation May 2000 - Present
Arthritis Foundation December 1996 - May 2000
Knowledge Exchange, LLC 1989 - 1996
Smith Barney Shearson Inc. 1992 - 1994
Drexel Burnham Lambert 1983 - 1989
Skills
Nonprofits, Annual Giving, Fundraising, Philanthropy, Board Development, Grant Writing, Strategic Planning
Education
UCLA
Providence Health & Services Foundation May 2000 - Present
Arthritis Foundation December 1996 - May 2000
Knowledge Exchange, LLC 1989 - 1996
Smith Barney Shearson Inc. 1992 - 1994
Drexel Burnham Lambert 1983 - 1989
Skills
Nonprofits, Annual Giving, Fundraising, Philanthropy, Board Development, Grant Writing, Strategic Planning
Education
UCLA
Pat FromPrivate's Drexel Burnham Lambert Experience Credentialing CoordinatorHahnemann University HospitalApril 2008 - Present
Job Credentialing Coordinator at Hahnemann University Hospital
Industry Hospital & Health Care
Experience
Drexel Burnham Lambert Credentialing CoordinatorHahnemann University HospitalApril 2008 - Present
Taylor and Osterman April 1992 - September 2007
Education
University of Maryland School of Medicine 1973 — 1981
MBA, medicine
Drexel Burnham Lambert Credentialing CoordinatorHahnemann University HospitalApril 2008 - Present
Taylor and Osterman April 1992 - September 2007
Education
University of Maryland School of Medicine 1973 — 1981
MBA, medicine
Gregory Tarris's Drexel Burnham Lambert Experience 1983 - 1989
Job Special Projects Coordinator Benefits Advisor
Industry Financial Services
Experience
Voluntary Benefits Partners LLC May 2009 - Present
Business Development Associates, LLC 2003 - 2008
Nationwide Credit Inc. 2000 - 2003
Bankers Trust Caribe 1989 - 1994
Drexel Burnham Lambert 1983 - 1989
Chase Manhattan Bank 1972 - 1983
Skills
Outsourcing, Credit, Business Development, Employee Benefits, Investments
Education
University of Dayton
BS, Biology.Chemistry
University of Dayton
MBA, Management/Finance
Voluntary Benefits Partners LLC May 2009 - Present
Business Development Associates, LLC 2003 - 2008
Nationwide Credit Inc. 2000 - 2003
Bankers Trust Caribe 1989 - 1994
Drexel Burnham Lambert 1983 - 1989
Chase Manhattan Bank 1972 - 1983
Skills
Outsourcing, Credit, Business Development, Employee Benefits, Investments
Education
University of Dayton
BS, Biology.Chemistry
University of Dayton
MBA, Management/Finance
Gerald B. Dubey's Drexel Burnham Lambert Experience April 1971 - July 1987
Job Senior Vice President Wealth Management
Industry Financial Services
Experience
UBS Wealth Management April 2009 - Present
Citi May 1989 - April 2009
Drexel Burnham Lambert April 1971 - July 1987
Education
Tufts University 1966 — 1970
English
Kingswood School 1962 — 1966
UBS Wealth Management April 2009 - Present
Citi May 1989 - April 2009
Drexel Burnham Lambert April 1971 - July 1987
Education
Tufts University 1966 — 1970
English
Kingswood School 1962 — 1966
Stephen Juliano's Drexel Burnham Lambert Experience 1978 - 1982
Job Associate Director at Jones Lang LaSalle
Industry Architecture & Planning
Experience
Jones Lang LaSalle March 2006 - Present
TIAA-CREF December 1989 - October 2005
Goldman Sachs November 1982 - October 1989
Drexel Burnham Lambert 1978 - 1982
Skills
Registered Architect NYS, Corporate Real Estate, Project Management, Facilities Management, Construction Management, Feasibility Studies, Construction, Mixed-use, Mission Critical..., Architecture, Value Engineering, Vendor Management, Green Building, Strategic Planning, Real Estate Development, Contract Management, Real Estate, Energy Management, Commercial Real Estate, LEED, Sustainable Design, Contract Negotiation, HVAC, Sustainability, Design Research, LEED AP, Space planning, Submittals, Architectural Design, Energy Efficiency, Comprehensive Planning, Leases, Property Management, Renovation, Construction Drawings, Design Management, Facilities Operations, High Rise, MEP, Location Intelligence
Education
Syracuse University 1972 — 1978
B. Arch., Architecture
Jones Lang LaSalle March 2006 - Present
TIAA-CREF December 1989 - October 2005
Goldman Sachs November 1982 - October 1989
Drexel Burnham Lambert 1978 - 1982
Skills
Registered Architect NYS, Corporate Real Estate, Project Management, Facilities Management, Construction Management, Feasibility Studies, Construction, Mixed-use, Mission Critical..., Architecture, Value Engineering, Vendor Management, Green Building, Strategic Planning, Real Estate Development, Contract Management, Real Estate, Energy Management, Commercial Real Estate, LEED, Sustainable Design, Contract Negotiation, HVAC, Sustainability, Design Research, LEED AP, Space planning, Submittals, Architectural Design, Energy Efficiency, Comprehensive Planning, Leases, Property Management, Renovation, Construction Drawings, Design Management, Facilities Operations, High Rise, MEP, Location Intelligence
Education
Syracuse University 1972 — 1978
B. Arch., Architecture
Margaret Coyle Nestler's Drexel Burnham Lambert Experience January 1981 - 1987
Job principal at Nestlerlanddesign.com
Industry Design
Experience
Nestler Land Design 2006 - Present
Drexel Burnham Lambert January 1981 - 1987
Skills
Space planning, Residential Design, Garden, Landscape Design, Sustainable Design, Landscape Architecture, Site Planning, Site Plans, Garden Design, Land Use Planning, Sustainability
Education
Landscape Institute, Harvard University 1997 — 2005
CLD, Landscape Design
University of California, Berkeley 1976 — 1978
Bachelor's Degree, English, Anglo Irish Literature
Trinity College, Dublin 1975 — 1976
Irish Literature
Nestler Land Design 2006 - Present
Drexel Burnham Lambert January 1981 - 1987
Skills
Space planning, Residential Design, Garden, Landscape Design, Sustainable Design, Landscape Architecture, Site Planning, Site Plans, Garden Design, Land Use Planning, Sustainability
Education
Landscape Institute, Harvard University 1997 — 2005
CLD, Landscape Design
University of California, Berkeley 1976 — 1978
Bachelor's Degree, English, Anglo Irish Literature
Trinity College, Dublin 1975 — 1976
Irish Literature
Joe Bear's Drexel Burnham Lambert Experience March 1988 - March 1990
Job Director Treasury Liquidity Reporting & Analysis RBS Corporate & Institutional Banking, Americas
Industry Investment Banking
Experience
RBS Corporate & Institutional Banking, Americas April 1990 - Present
Greenwich Capital Markets (bought by Natwest, then RBS) April 1990 - May 2000
Drexel Burnham Lambert March 1988 - March 1990
Merrill Lynch Mortgage Corporation March 1985 - February 1988
Skills
Fixed Income, Swaps, Derivatives, Credit Risk, Birds, Asset Management, Middle Office, Investment Banking, Interest Rate..., Trading Systems, Capital Markets, Bloomberg, Bonds, Equity Derivatives, Market Risk, FX Options, Treasury Management
Education
University of Florida 1978 — 1982
Bachelor of Business Adminstration, Finanace/Management
Roosevelt H.S.- Yonkers, NY 1974 — 1978
RBS Corporate & Institutional Banking, Americas April 1990 - Present
Greenwich Capital Markets (bought by Natwest, then RBS) April 1990 - May 2000
Drexel Burnham Lambert March 1988 - March 1990
Merrill Lynch Mortgage Corporation March 1985 - February 1988
Skills
Fixed Income, Swaps, Derivatives, Credit Risk, Birds, Asset Management, Middle Office, Investment Banking, Interest Rate..., Trading Systems, Capital Markets, Bloomberg, Bonds, Equity Derivatives, Market Risk, FX Options, Treasury Management
Education
University of Florida 1978 — 1982
Bachelor of Business Adminstration, Finanace/Management
Roosevelt H.S.- Yonkers, NY 1974 — 1978
David Askin's Drexel Burnham Lambert Experience April 1984 - January 1990
Job BVAL, Bloomberg Valuations Services
Industry Financial Services
Experience
Bloomberg LP January 2006 - Present
Globecon Group LP September 1996 - January 2006
Askin Capital Management September 1991 - September 1996
Daiwa Securities February 1990 - September 1991
Drexel Burnham Lambert April 1984 - January 1990
Moody's Investors Service May 1983 - April 1984
Merrill Lynch October 1980 - May 1983
Federal Reserve System September 1979 - October 1980
Skills
Fixed Income, Bloomberg, Derivatives, Trading, Capital Markets, Equities, Valuation, Portfolio Management, ABS, Financial Markets, Bloomberg Terminal, Hedge Funds, Fixed Income Products, Options, Bonds, Structured Products, Credit Derivatives, Asset Management, Fixed Income Trading, Securities, Market Data, Investments, Risk, Swaps, Risk Management, CDS, MBS, Alternative Investments, Pricing, Trading Strategies, Financial Institutions
Education
University of Michigan 1976 — 1979
ABD, Finance
Bloomberg LP January 2006 - Present
Globecon Group LP September 1996 - January 2006
Askin Capital Management September 1991 - September 1996
Daiwa Securities February 1990 - September 1991
Drexel Burnham Lambert April 1984 - January 1990
Moody's Investors Service May 1983 - April 1984
Merrill Lynch October 1980 - May 1983
Federal Reserve System September 1979 - October 1980
Skills
Fixed Income, Bloomberg, Derivatives, Trading, Capital Markets, Equities, Valuation, Portfolio Management, ABS, Financial Markets, Bloomberg Terminal, Hedge Funds, Fixed Income Products, Options, Bonds, Structured Products, Credit Derivatives, Asset Management, Fixed Income Trading, Securities, Market Data, Investments, Risk, Swaps, Risk Management, CDS, MBS, Alternative Investments, Pricing, Trading Strategies, Financial Institutions
Education
University of Michigan 1976 — 1979
ABD, Finance
Martin Greenwood's Drexel Burnham Lambert Experience April 1988 - May 1990
Job Senior IT Executive improving the user experience through technology
Industry Information Technology and Services
Experience
BlueCross BlueSheild of South Carolina February 2013 - Present
Available for IT Services Consulting September 2012 - January 2013
Verizon Communications July 1995 - August 2012
Pride Technologies July 1994 - July 1995
Citibank August 1991 - July 1994
Chase Manhattan Bank May 1990 - August 1991
Drexel Burnham Lambert April 1988 - May 1990
Automated Data Processing - Brokerage Services March 1987 - April 1988
International Marketnet (IMNET) December 1984 - February 1987
First Boston Capital Group June 1983 - December 1984
Skills
ITIL Certified, Telecommunications, Outsourcing, Vendor Management, Program Management, Team Building, Process Improvement, Contract Management, IT Operations, Desktop Computers, Desktop Deployment, IT Management, IT Strategy, IT Service Management, IT Outsourcing, IT Transformation, Process Engineering, Project Management, Cost Reduction..., Service Delivery, Help Desk Support, Contract Negotiation, Offshoring, Cost Reduction/Avoidance, Systems Management, Service Desk, Team Leadership, Asset Managment, Sla, Cloud Computing, Technical Product Sales, Technical Support, Servers, Standards Development, International, Change Management, Distributed Team..., Sourcing, Quality System, ITIL, Security, Business Process..., Integration, Troubleshooting, Management, System Deployment, Information Technology, Disaster Recovery, Operating Systems, Enterprise Architecture
Education
University at Albany, SUNY 1981 — 1983
MBA, Management Information Systems
University at Albany, SUNY 1977 — 1981
BS, Business (marketing) and Psychology
BlueCross BlueSheild of South Carolina February 2013 - Present
Available for IT Services Consulting September 2012 - January 2013
Verizon Communications July 1995 - August 2012
Pride Technologies July 1994 - July 1995
Citibank August 1991 - July 1994
Chase Manhattan Bank May 1990 - August 1991
Drexel Burnham Lambert April 1988 - May 1990
Automated Data Processing - Brokerage Services March 1987 - April 1988
International Marketnet (IMNET) December 1984 - February 1987
First Boston Capital Group June 1983 - December 1984
Skills
ITIL Certified, Telecommunications, Outsourcing, Vendor Management, Program Management, Team Building, Process Improvement, Contract Management, IT Operations, Desktop Computers, Desktop Deployment, IT Management, IT Strategy, IT Service Management, IT Outsourcing, IT Transformation, Process Engineering, Project Management, Cost Reduction..., Service Delivery, Help Desk Support, Contract Negotiation, Offshoring, Cost Reduction/Avoidance, Systems Management, Service Desk, Team Leadership, Asset Managment, Sla, Cloud Computing, Technical Product Sales, Technical Support, Servers, Standards Development, International, Change Management, Distributed Team..., Sourcing, Quality System, ITIL, Security, Business Process..., Integration, Troubleshooting, Management, System Deployment, Information Technology, Disaster Recovery, Operating Systems, Enterprise Architecture
Education
University at Albany, SUNY 1981 — 1983
MBA, Management Information Systems
University at Albany, SUNY 1977 — 1981
BS, Business (marketing) and Psychology
Richard Frary's Drexel Burnham Lambert Experience July 1979 - January 1990
Job PresidentTallwood Associates, Inc.
Industry Real Estate
Experience
Tallwood Associates, Inc. 1990 - Present
Drexel Burnham Lambert July 1979 - January 1990
Skills
Real Estate, Investment Properties, Real Estate Development, Real Estate Economics, Disposition, Property Management, Real Estate Transactions, Investments
Education
The Johns Hopkins University 1965 — 1969
AB, Economics and Psychology
Tallwood Associates, Inc. 1990 - Present
Drexel Burnham Lambert July 1979 - January 1990
Skills
Real Estate, Investment Properties, Real Estate Development, Real Estate Economics, Disposition, Property Management, Real Estate Transactions, Investments
Education
The Johns Hopkins University 1965 — 1969
AB, Economics and Psychology
David McIlhenny's Drexel Burnham Lambert Experience June 1983 - January 1990
Job SunPower: Managing Director Project Finance
Industry Financial Services
Experience
SunPower Corporation July 2009 - Present
Bank of America September 1996 - June 2006
USL Capital (a unit of Ford Motor Company) June 1995 - September 1996
Credit Suisse First Boston May 1992 - April 1994
Kendall Capital Partners January 1990 - May 1992
Drexel Burnham Lambert June 1983 - January 1990
Skills
Corporate Finance, Equities, Finance, Financial Risk, Financial Structuring, Investment Banking, Investments, Joint Ventures, Leasing, Mergers & Acquisitions, Portfolio Management, Project Finance, Project Management, Renewable Energy, Solar Energy, Structured Finance
Education
Temple University - Fox School of Business and Management 1979 — 1981
BBA, Finance
SunPower Corporation July 2009 - Present
Bank of America September 1996 - June 2006
USL Capital (a unit of Ford Motor Company) June 1995 - September 1996
Credit Suisse First Boston May 1992 - April 1994
Kendall Capital Partners January 1990 - May 1992
Drexel Burnham Lambert June 1983 - January 1990
Skills
Corporate Finance, Equities, Finance, Financial Risk, Financial Structuring, Investment Banking, Investments, Joint Ventures, Leasing, Mergers & Acquisitions, Portfolio Management, Project Finance, Project Management, Renewable Energy, Solar Energy, Structured Finance
Education
Temple University - Fox School of Business and Management 1979 — 1981
BBA, Finance
Owen Hart's Drexel Burnham Lambert Experience 1987 - 1989
Job Managing Director, Mergers & Acquisitions at Robert W. Baird & Co.
Industry Investment Banking
Experience
Robert W. Baird & Co. 2012 - Present
Robert W. Baird & Co. 2012 - Present
Cowen and Company, LLC 2003 - 2012
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1994 - 1999
Lazard 1989 - 1994
Drexel Burnham Lambert 1987 - 1989
Skills
Corporate Finance, Management, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Venture Capital, Investment Banking, Strategy, Corporate Development, Strategic Planning, Investments, Leveraged Finance, LBO, Private Placements, Finance, Hedge Funds, Start-ups, Business Strategy, Emerging Markets, Entrepreneurship, Financial Analysis, IPO, M, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance, Real Estate Finance
University of Pennsylvania 1979 — 1982
MLA, Landscape Architecture
Tufts University 1974 — 1978
BA, Environmental Planning & Design
Robert W. Baird & Co. 2012 - Present
Robert W. Baird & Co. 2012 - Present
Cowen and Company, LLC 2003 - 2012
Thomas Weisel Partners 1999 - 2003
Montgomery Securities 1994 - 1999
Lazard 1989 - 1994
Drexel Burnham Lambert 1987 - 1989
Skills
Corporate Finance, Management, Private Equity, Mergers, Valuation, Mergers & Acquisitions, Venture Capital, Investment Banking, Strategy, Corporate Development, Strategic Planning, Investments, Leveraged Finance, LBO, Private Placements, Finance, Hedge Funds, Start-ups, Business Strategy, Emerging Markets, Entrepreneurship, Financial Analysis, IPO, M, Portfolio Management
Education
University of Pennsylvania - The Wharton School 1985 — 1987
MBA, Finance, Real Estate Finance
University of Pennsylvania 1979 — 1982
MLA, Landscape Architecture
Tufts University 1974 — 1978
BA, Environmental Planning & Design
David L. Rosenberg's Drexel Burnham Lambert Experience June 1983 - February 1990
Job Senior Vice President at Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch April 2008 - Present
Bear Stearns March 1990 - April 2008
Drexel Burnham Lambert June 1983 - February 1990
Arthur Young July 1978 - March 1983
Skills
Securities, Alternative Investments, Fixed Income, Equities, Portfolio Management, Wealth Management, Asset Management
Education
University of Pennsylvania - The Wharton School 1975 — 1978
B.S.E., Accounting & Marketing
Merrill Lynch April 2008 - Present
Bear Stearns March 1990 - April 2008
Drexel Burnham Lambert June 1983 - February 1990
Arthur Young July 1978 - March 1983
Skills
Securities, Alternative Investments, Fixed Income, Equities, Portfolio Management, Wealth Management, Asset Management
Education
University of Pennsylvania - The Wharton School 1975 — 1978
B.S.E., Accounting & Marketing
Rick Conklin's Drexel Burnham Lambert Experience 1986 - 1988
Job Managing Director at First Analysis Corp.
Industry Investment Banking
Experience
First Analyis Corp. April 2012 - Present
Robert W. Baird & Co. 2008 - 2012
ProLogis 2007 - 2008
William Blair and Company 2000 - 2007
Jones Lang LaSalle 1995 - 2000
Kidder, Peabody & Co. Incorporated 1992 - 1994
Morgan Stanley 1990 - 1991
Drexel Burnham Lambert 1986 - 1988
Skills
Equities, Corporate Governance, Alternative Investments, Corporate Development, Asset Allocation, M&A experience, Restructuring, IPO, Fixed Income, Capital Raising, Structured Finance, Hedge Funds, Private Placements, Management, Equity Research, Investor Relations, Acquisitions, Risk Management, Start-ups, LBO, Series 7
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Notre Dame 1982 — 1986
BA, Economics
First Analyis Corp. April 2012 - Present
Robert W. Baird & Co. 2008 - 2012
ProLogis 2007 - 2008
William Blair and Company 2000 - 2007
Jones Lang LaSalle 1995 - 2000
Kidder, Peabody & Co. Incorporated 1992 - 1994
Morgan Stanley 1990 - 1991
Drexel Burnham Lambert 1986 - 1988
Skills
Equities, Corporate Governance, Alternative Investments, Corporate Development, Asset Allocation, M&A experience, Restructuring, IPO, Fixed Income, Capital Raising, Structured Finance, Hedge Funds, Private Placements, Management, Equity Research, Investor Relations, Acquisitions, Risk Management, Start-ups, LBO, Series 7
Education
University of Pennsylvania - The Wharton School 1988 — 1990
MBA, Finance
University of Notre Dame 1982 — 1986
BA, Economics
Andrew Heyer's Drexel Burnham Lambert Experience July 1984 - February 1990
Job CEO at Mistral Equity Partners
Industry Financial Services
Experience
Mistral Equity Partners CEOMistral Equity PartnersJanuary 2007 - Present
Trimaran Capital Partners June 2000 - December 2006
CIBC World Markets August 1995 - April 2001
The Argosy Group February 1990 - August 1995
Drexel Burnham Lambert July 1984 - February 1990
Shearson/American Express July 1980 - July 1984
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS/MBA, Accounting and finance
Mistral Equity Partners CEOMistral Equity PartnersJanuary 2007 - Present
Trimaran Capital Partners June 2000 - December 2006
CIBC World Markets August 1995 - April 2001
The Argosy Group February 1990 - August 1995
Drexel Burnham Lambert July 1984 - February 1990
Shearson/American Express July 1980 - July 1984
Education
University of Pennsylvania - The Wharton School 1975 — 1979
BS/MBA, Accounting and finance
Sid Kalmans's Drexel Burnham Lambert Experience October 1977 - June 1979
Job Hotel Management & Consulting
Industry Hospitality
Experience
Caribbean Resort Group June 1995 - Present
Caravelle, Lemon Tree Inn May 1983 - Present
Bravo Tours September 2011 - Present
PARK CENTRAL HOTEL August 2010 - Present
Smith Barney June 1979 - June 1982
Drexel Burnham Lambert October 1977 - June 1979
Bache Halsey Stuart June 1974 - October 1977
Cowen and Company April 1972 - June 1974
Skills
Hospitality, Hotel Management, Hospitality Industry, Revenue Analysis, Hotels, Customer Service, Management, Resorts, Event Management, Food & Beverage, Leisure, Tourism, Hospitality Management, Front Office, Leisure Travel, Restaurants, Hotel Booking, Pre-opening, Marketing Strategy, Marketing, Entrepreneurship, Tour Operators
Education
The University of Texas at Austin
University of Houston
University of St. Croix
Caribbean Resort Group June 1995 - Present
Caravelle, Lemon Tree Inn May 1983 - Present
Bravo Tours September 2011 - Present
PARK CENTRAL HOTEL August 2010 - Present
Smith Barney June 1979 - June 1982
Drexel Burnham Lambert October 1977 - June 1979
Bache Halsey Stuart June 1974 - October 1977
Cowen and Company April 1972 - June 1974
Skills
Hospitality, Hotel Management, Hospitality Industry, Revenue Analysis, Hotels, Customer Service, Management, Resorts, Event Management, Food & Beverage, Leisure, Tourism, Hospitality Management, Front Office, Leisure Travel, Restaurants, Hotel Booking, Pre-opening, Marketing Strategy, Marketing, Entrepreneurship, Tour Operators
Education
The University of Texas at Austin
University of Houston
University of St. Croix
C.J. Shirk's Drexel Burnham Lambert Experience June 1986 - December 1989
Job National Sales Director, Solidworks Electrical at Dassault Systèmes
Industry Computer Software
Experience
Dassault Systèmes January 2015 - Present
SolidWorks January 1999 - Present
Autodesk May 1993 - January 1999
Intergraph March 1990 - May 1993
Drexel Burnham Lambert June 1986 - December 1989
Skills
Solution Selling, Enterprise Software, Product Lifecycle..., Product Launch, PDM, Channel, Cloud Computing, Direct Sales, Sales Process, Product Management, Sales Management, Go-to-market Strategy, Salesforce.com, New Business Development, Pre-sales, Sales, Marketing Strategy, Product Development, Sales Presentations, Integration, Business Development, Program Management, Contract Negotiation, Demand Generation, Cold Calling, Sales Operations, Sales Enablement, Key Account Management, Multi-channel Marketing, Leadership, Software Industry, Complex Sales, P&L Management, Start-ups, Strategic Partnerships, B2B, Competitive Analysis, Business Alliances, Channel Partners, Partner Management, International Sales, SaaS, Business Strategy, Mobile Devices, CRM, Account Management, Product Marketing, Cross-functional Team..., Management, Selling
Education
Texas A&M University 1981 — 1986
BS, Aerospace Engineering
Dassault Systèmes January 2015 - Present
SolidWorks January 1999 - Present
Autodesk May 1993 - January 1999
Intergraph March 1990 - May 1993
Drexel Burnham Lambert June 1986 - December 1989
Skills
Solution Selling, Enterprise Software, Product Lifecycle..., Product Launch, PDM, Channel, Cloud Computing, Direct Sales, Sales Process, Product Management, Sales Management, Go-to-market Strategy, Salesforce.com, New Business Development, Pre-sales, Sales, Marketing Strategy, Product Development, Sales Presentations, Integration, Business Development, Program Management, Contract Negotiation, Demand Generation, Cold Calling, Sales Operations, Sales Enablement, Key Account Management, Multi-channel Marketing, Leadership, Software Industry, Complex Sales, P&L Management, Start-ups, Strategic Partnerships, B2B, Competitive Analysis, Business Alliances, Channel Partners, Partner Management, International Sales, SaaS, Business Strategy, Mobile Devices, CRM, Account Management, Product Marketing, Cross-functional Team..., Management, Selling
Education
Texas A&M University 1981 — 1986
BS, Aerospace Engineering
Robert Steven Salsbury's Drexel Burnham Lambert Experience 1985 - 1986
Job Principal at ISalsburyAG, Inc.
Industry Venture Capital & Private Equity
Experience
The ZTL Companies 2005 - Present
I-Salsbury-AG, Inc. 1991 - Present
Athra Trading-NY, Inc. 1996 - 2003
Athra Trading-NY, Inc. 1996 - 2003
The Brown Companies 1992 - 1995
Kenmare Capital Corp. 1986 - 1991
Drexel Burnham Lambert 1985 - 1986
Merrill Lynch Capital Markets 1983 - 1985
Crocker National Bank 1982 - 1982
Bear Stearns & Company, Inc., 1980 - 1980
Skills
Corporate Finance, Venture Capital, Accounting, Mergers, Entertainment, Reverse Mergers, Entrepreneur, Investments, Entrepreneurship, Due Diligence, Start-ups, Capital Markets, Business Development, LBO, Hedge Funds, Finance, Private Equity, Options, Valuation, Business Valuation, Strategy, Capital, Mergers & Acquisitions, Trading, Joint Ventures, Private Placements, Corporate Development, Emerging Markets, Investment Banking, Alternative Investments, Financial Modeling, Restructuring, IPO, Equities, Financial Analysis
Education
University of Chicago - The Booth School of Business 1981 — 1983
MBA, Accounting, Finance
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance, Multinational Enterprise
Georgetown University - The McDonough School of Business - Summer Program 1978 1978 — 1978
Summer On Capital Hill
The ZTL Companies 2005 - Present
I-Salsbury-AG, Inc. 1991 - Present
Athra Trading-NY, Inc. 1996 - 2003
Athra Trading-NY, Inc. 1996 - 2003
The Brown Companies 1992 - 1995
Kenmare Capital Corp. 1986 - 1991
Drexel Burnham Lambert 1985 - 1986
Merrill Lynch Capital Markets 1983 - 1985
Crocker National Bank 1982 - 1982
Bear Stearns & Company, Inc., 1980 - 1980
Skills
Corporate Finance, Venture Capital, Accounting, Mergers, Entertainment, Reverse Mergers, Entrepreneur, Investments, Entrepreneurship, Due Diligence, Start-ups, Capital Markets, Business Development, LBO, Hedge Funds, Finance, Private Equity, Options, Valuation, Business Valuation, Strategy, Capital, Mergers & Acquisitions, Trading, Joint Ventures, Private Placements, Corporate Development, Emerging Markets, Investment Banking, Alternative Investments, Financial Modeling, Restructuring, IPO, Equities, Financial Analysis
Education
University of Chicago - The Booth School of Business 1981 — 1983
MBA, Accounting, Finance
University of Pennsylvania - The Wharton School 1977 — 1981
BS, Finance, Multinational Enterprise
Georgetown University - The McDonough School of Business - Summer Program 1978 1978 — 1978
Summer On Capital Hill
Robert R. Bose's Drexel Burnham Lambert Experience 1986 - 1990
Job Managing Director Credit Risk Mgmt at Ambac
Industry Financial Services
Experience
Ambac 2002 - Present
Deustche Bank 1999 - 2001
Bankers Trust Company 1994 - 1999
Bankers Trust Company 1990 - 1994
Drexel Burnham Lambert 1986 - 1990
Irving Trust Company 1979 - 1986
Skills
Derivatives, Credit Risk, Credit, Loans, Securitization, Corporate Finance, Financial Institutions, Capital Markets, Financial Analysis, Credit Analysis, Investments, Portfolio Management, Banking, Risk Management, Emerging Markets, Securities, Structured Finance, Hedge Funds, Financial Risk
Education
University of Kentucky
BA, Business Administration
Ambac 2002 - Present
Deustche Bank 1999 - 2001
Bankers Trust Company 1994 - 1999
Bankers Trust Company 1990 - 1994
Drexel Burnham Lambert 1986 - 1990
Irving Trust Company 1979 - 1986
Skills
Derivatives, Credit Risk, Credit, Loans, Securitization, Corporate Finance, Financial Institutions, Capital Markets, Financial Analysis, Credit Analysis, Investments, Portfolio Management, Banking, Risk Management, Emerging Markets, Securities, Structured Finance, Hedge Funds, Financial Risk
Education
University of Kentucky
BA, Business Administration
Patsy Byers's Drexel Burnham Lambert Experience September 1979 - December 1986
Job VP, HR at Clinica Family Health Services
Industry Hospital & Health Care
Experience
Clinica Family Health October 2002 - Present
Horizon Organic April 2000 - October 2002
Bolder Technologies September 1998 - April 2000
Spatial Tecnology September 1993 - June 1998
Drexel Burnham Lambert September 1979 - December 1986
Skills
Onboarding, Coaching, Time Management, Organizational..., Human Resources, Communication, Employee Benefits, Employee Engagement, Employee Relations, Leadership, Leadership Development, Management, Recruiting, Team Building, Training, Strategic Planning, Strategic Communications, Talent Acquisition
Education
University of Phoenix 1997 — 1999
MAOM, Organizational Management
The University of South Dakota 1974 — 1979
BA, Music and Theatre
Clinica Family Health October 2002 - Present
Horizon Organic April 2000 - October 2002
Bolder Technologies September 1998 - April 2000
Spatial Tecnology September 1993 - June 1998
Drexel Burnham Lambert September 1979 - December 1986
Skills
Onboarding, Coaching, Time Management, Organizational..., Human Resources, Communication, Employee Benefits, Employee Engagement, Employee Relations, Leadership, Leadership Development, Management, Recruiting, Team Building, Training, Strategic Planning, Strategic Communications, Talent Acquisition
Education
University of Phoenix 1997 — 1999
MAOM, Organizational Management
The University of South Dakota 1974 — 1979
BA, Music and Theatre
Nancy Roth's Drexel Burnham Lambert Experience 1985 - 1990
Job Product Manager at Bloomberg
Industry Financial Services
Experience
Bloomberg February 2010 - Present
Barclays Capital September 2008 - February 2010
Lehman Brothers 1993 - 2008
Drexel Burnham Lambert 1985 - 1990
Skills
Bloomberg, Fixed Income, Portfolio Management, Derivatives, Equities, Market Data, Structured Products, Interest Rate..., Capital Markets, Hedge Funds, Credit Derivatives, Financial Markets, Risk Analytics, Performance Attribution
Education
University of Pennsylvania
BS, Math
Bloomberg February 2010 - Present
Barclays Capital September 2008 - February 2010
Lehman Brothers 1993 - 2008
Drexel Burnham Lambert 1985 - 1990
Skills
Bloomberg, Fixed Income, Portfolio Management, Derivatives, Equities, Market Data, Structured Products, Interest Rate..., Capital Markets, Hedge Funds, Credit Derivatives, Financial Markets, Risk Analytics, Performance Attribution
Education
University of Pennsylvania
BS, Math
Sam Shimer's Drexel Burnham Lambert Experience August 1985 - June 1987
Job Founder & Managing Director at SLCCP Mgt. Co.
Industry Venture Capital & Private Equity
Experience
SLCCP Management Co., LLC January 2010 - Present
Various Boards of Directors January 2001 - Present
J.H. Whitney & Co. February 2004 - December 2009
Counsel Corporation July 1997 - February 2004
Centre Partners June 1995 - June 1997
Corporate Partners February 1991 - June 1997
The Blackstone Group August 1989 - February 1991
Monitor Company June 1988 - August 1988
Drexel Burnham Lambert August 1985 - June 1987
Skills
Private Equity, LBO, Debt, Leveraged Finance, Capital, Growth Capital, Equities, Deal Sourcing, Venture Capital, Buyouts, Deal Execution, Mezzanine, Business Valuation, Alternative Investments, Board of Directors, Start-ups, Exit Strategies, Entrepreneurship, Capital Raising, Corporate Development, Due Diligence, Finance, Financial Modeling, Financial Structuring, IPO, Investment Banking, Investor Relations, M, Investments, Mergers, Portfolio Management, Private Placements, Structured Finance, Valuation, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Finance and Accounting
Beverly Hills High School 1977 — 1981
Diploma
SLCCP Management Co., LLC January 2010 - Present
Various Boards of Directors January 2001 - Present
J.H. Whitney & Co. February 2004 - December 2009
Counsel Corporation July 1997 - February 2004
Centre Partners June 1995 - June 1997
Corporate Partners February 1991 - June 1997
The Blackstone Group August 1989 - February 1991
Monitor Company June 1988 - August 1988
Drexel Burnham Lambert August 1985 - June 1987
Skills
Private Equity, LBO, Debt, Leveraged Finance, Capital, Growth Capital, Equities, Deal Sourcing, Venture Capital, Buyouts, Deal Execution, Mezzanine, Business Valuation, Alternative Investments, Board of Directors, Start-ups, Exit Strategies, Entrepreneurship, Capital Raising, Corporate Development, Due Diligence, Finance, Financial Modeling, Financial Structuring, IPO, Investment Banking, Investor Relations, M, Investments, Mergers, Portfolio Management, Private Placements, Structured Finance, Valuation, Mergers & Acquisitions
Education
Harvard Business School 1987 — 1989
MBA, Finance
University of Pennsylvania - The Wharton School 1981 — 1985
BS Economics, Finance and Accounting
Beverly Hills High School 1977 — 1981
Diploma
Marie Needham's Drexel Burnham Lambert Experience April 1987 - April 1990
Job Project Manager Technology
Industry Banking
Experience
BNY Mellon May 1997 - Present
The Bank of Tokyo Mitsubishi April 1990 - June 1997
Drexel Burnham Lambert April 1987 - April 1990
Education
Union College
B.A., Economics, Computer Science
BNY Mellon May 1997 - Present
The Bank of Tokyo Mitsubishi April 1990 - June 1997
Drexel Burnham Lambert April 1987 - April 1990
Education
Union College
B.A., Economics, Computer Science
James Puckett's Drexel Burnham Lambert Experience January 1987 - February 1989
Job Chief Financial Officer at Wentwood Capital Advisors, LP
Industry Investment Management
Experience
Wentwood Capital Advisors, LP June 2012 - Present
Quarter Circle Capital, LLC January 2005 - Present
QCH Partners, LP 2000 - 2005
SpinCycle 1998 - 2000
Donaldson, Lufkin & Jenrette 1993 - 1997
PaineWebber 1990 - 1993
Drexel Burnham Lambert January 1987 - February 1989
Education
The University of New Mexico 1980 — 1985
BA, Economics
Wentwood Capital Advisors, LP June 2012 - Present
Quarter Circle Capital, LLC January 2005 - Present
QCH Partners, LP 2000 - 2005
SpinCycle 1998 - 2000
Donaldson, Lufkin & Jenrette 1993 - 1997
PaineWebber 1990 - 1993
Drexel Burnham Lambert January 1987 - February 1989
Education
The University of New Mexico 1980 — 1985
BA, Economics
Gary Stuber's Drexel Burnham Lambert Experience August 1981 - March 1987
Job Associate Principal Examiner at Financial Industry Regulatory Authority
Industry Financial Services
Experience
Financial Industry Regulatory Authority June 2014 - Present
ANZ April 1988 - February 2012
EF Hutton March 1987 - March 1988
Drexel Burnham Lambert August 1981 - March 1987
KPMG (Peat Marwick) August 1977 - August 1981
Skills
Commercial Banking, broker dealer, Auditing, Financial Reporting, Financial Accounting, Series 27, Process Consulting, SOX 404, Corporate Governance, Compliance, regulatory reporting, management reporting, Management, Accounting, Credit Analysis, Risk Management, FINRA, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Business Planning, Cash Management, Finance, Broker-Dealer, Financial Services, Budgets, Financial Analysis, IFRS, Credit Risk, Corporate Finance, Treasury Management, Financial Audits, Loans, Financial Modeling, Due Diligence, Credit, Investment Banking, Derivatives, Financial Institutions, Capital Markets, Portfolio Management, Mergers & Acquisitions, Project Finance, Investments, Enterprise Risk..., Securities, Financial Markets, Fixed Income, Structured Finance, Hedge Funds
Education
State University of New York at Buffalo 1973 — 1977
BS, Business - Accounting, Magna Cum Laude
Financial Industry Regulatory Authority June 2014 - Present
ANZ April 1988 - February 2012
EF Hutton March 1987 - March 1988
Drexel Burnham Lambert August 1981 - March 1987
KPMG (Peat Marwick) August 1977 - August 1981
Skills
Commercial Banking, broker dealer, Auditing, Financial Reporting, Financial Accounting, Series 27, Process Consulting, SOX 404, Corporate Governance, Compliance, regulatory reporting, management reporting, Management, Accounting, Credit Analysis, Risk Management, FINRA, Internal Audit, Sarbanes-Oxley Act, Financial Risk, Business Planning, Cash Management, Finance, Broker-Dealer, Financial Services, Budgets, Financial Analysis, IFRS, Credit Risk, Corporate Finance, Treasury Management, Financial Audits, Loans, Financial Modeling, Due Diligence, Credit, Investment Banking, Derivatives, Financial Institutions, Capital Markets, Portfolio Management, Mergers & Acquisitions, Project Finance, Investments, Enterprise Risk..., Securities, Financial Markets, Fixed Income, Structured Finance, Hedge Funds
Education
State University of New York at Buffalo 1973 — 1977
BS, Business - Accounting, Magna Cum Laude
Michael Carmen's Drexel Burnham Lambert Experience October 1986 - July 1988
Job Equity Portfolio Manager at Wellington Management
Industry Investment Management
Experience
Wellington Management April 1999 - Present
Kobrick Capital Management August 1997 - April 1999
State Street Research May 1992 - August 1997
Cigna Investment Management September 1991 - May 1992
Sanford C. Bernstein July 1988 - August 1990
Drexel Burnham Lambert October 1986 - July 1988
Goldstein Golub Kessler LLP September 1984 - October 1986
Skills
Equity Research, Equities, Hedge Funds, Investments, Asset Managment, Portfolio Management, Mutual Funds, Valuation, Capital Markets, Financial Analysis, Financial Markets, Private Equity, Asset Management, Investment Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
State University of New York at Albany 1980 — 1984
BS, Accounting
Lawrence High School
Wellington Management April 1999 - Present
Kobrick Capital Management August 1997 - April 1999
State Street Research May 1992 - August 1997
Cigna Investment Management September 1991 - May 1992
Sanford C. Bernstein July 1988 - August 1990
Drexel Burnham Lambert October 1986 - July 1988
Goldstein Golub Kessler LLP September 1984 - October 1986
Skills
Equity Research, Equities, Hedge Funds, Investments, Asset Managment, Portfolio Management, Mutual Funds, Valuation, Capital Markets, Financial Analysis, Financial Markets, Private Equity, Asset Management, Investment Management
Education
New York University - Leonard N. Stern School of Business 1987 — 1991
MBA, Finance and International Business
State University of New York at Albany 1980 — 1984
BS, Accounting
Lawrence High School
Karen Lee's Drexel Burnham Lambert Experience August 1983 - June 1989
Job Part Time Sales at Pawleys Island Mercantile
Industry Retail
Experience
Pawleys Island Mercantile April 2010 - Present
Smith Barney June 1989 - March 1993
Drexel Burnham Lambert August 1983 - June 1989
Skills
Apparel, Retail Sales, Footwear, Visual Merchandising, Retail, Store Management, Customer Service, Loss Prevention, Inventory Management, Fashion, Sales Management, Customer Satisfaction
Education
Tulane University 1979 — 1983
BA, English/History
Girls Preparatory School 1973 — 1979
Diploma
Pawleys Island Mercantile April 2010 - Present
Smith Barney June 1989 - March 1993
Drexel Burnham Lambert August 1983 - June 1989
Skills
Apparel, Retail Sales, Footwear, Visual Merchandising, Retail, Store Management, Customer Service, Loss Prevention, Inventory Management, Fashion, Sales Management, Customer Satisfaction
Education
Tulane University 1979 — 1983
BA, English/History
Girls Preparatory School 1973 — 1979
Diploma
Mains, Norman's Drexel Burnham Lambert Experience 1985 - 1990
Job Director at Robert W. Baird & Co.
Industry Financial Services
Experience
Robert W. Baird & Co. September 2007 - Present
RBC Capital Markets April 1999 - September 2007
ABN AMRO Bank N.V. November 1992 - April 1999
Rodman & Renshaw May 1991 - October 1992
Drexel Burnham Lambert 1985 - 1990
Skills
Investments, Series 7, Equities, Wealth Management, Valuation, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Bonds, Finance, Hedge Funds, Trading, Venture Capital
Education
UC Berkeley
Robert W. Baird & Co. September 2007 - Present
RBC Capital Markets April 1999 - September 2007
ABN AMRO Bank N.V. November 1992 - April 1999
Rodman & Renshaw May 1991 - October 1992
Drexel Burnham Lambert 1985 - 1990
Skills
Investments, Series 7, Equities, Wealth Management, Valuation, Financial Modeling, Private Equity, Asset Managment, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Bonds, Finance, Hedge Funds, Trading, Venture Capital
Education
UC Berkeley
April Figone's Drexel Burnham Lambert Experience 1984 - 1990
Job VP, Marketing & Corporate Access at D.A. Davidson & Co.
Industry Financial Services
Experience
D.A. Davidson & Co. 2005 - Present
Libra Investments 1990 - 1995
Drexel Burnham Lambert 1984 - 1990
Skills
PowerPoint, Strategic Planning, Event Planning, Customer Service, Microsoft Excel, Marketing, Leadership, Meeting Planning, Fundraising, Budgets, Public Relations, Nonprofits
Education
University of California, Santa Barbara 1978 — 1983
BA, Liberal Arts
D.A. Davidson & Co. 2005 - Present
Libra Investments 1990 - 1995
Drexel Burnham Lambert 1984 - 1990
Skills
PowerPoint, Strategic Planning, Event Planning, Customer Service, Microsoft Excel, Marketing, Leadership, Meeting Planning, Fundraising, Budgets, Public Relations, Nonprofits
Education
University of California, Santa Barbara 1978 — 1983
BA, Liberal Arts
Rand Wohlstetter's Drexel Burnham Lambert Experience September 1981 - December 1988
Job Investor
Industry Investment Management
Experience
Prana Developments January 2003 - October 2006
Brave Music inc. January 1989 - August 1998
Drexel Burnham Lambert September 1981 - December 1988
Universal Motown Records Group June 1978 - June 1981
Flagstaff Foods/ A Peltz and sons. June 1977 - May 1978
Skills
Investments, Equities, Portfolio Management, Trading, Real Estate Development, Real Estate Transactions, Capital Markets, Financial Analysis, Asset Managment, Business Strategy, Studio Recording, Digital Audio, Private Equity, Investment Management, Negotiation, Contract Negotiation, Guitar Playing
Education
University of Denver 1975 — 1976
Riverdale Country School 1970 — 1974
High School
Prana Developments January 2003 - October 2006
Brave Music inc. January 1989 - August 1998
Drexel Burnham Lambert September 1981 - December 1988
Universal Motown Records Group June 1978 - June 1981
Flagstaff Foods/ A Peltz and sons. June 1977 - May 1978
Skills
Investments, Equities, Portfolio Management, Trading, Real Estate Development, Real Estate Transactions, Capital Markets, Financial Analysis, Asset Managment, Business Strategy, Studio Recording, Digital Audio, Private Equity, Investment Management, Negotiation, Contract Negotiation, Guitar Playing
Education
University of Denver 1975 — 1976
Riverdale Country School 1970 — 1974
High School
Jill Leiman's Drexel Burnham Lambert Experience October 1986 - January 1990
Job Chief Financial Officer
Industry Wholesale
Experience
Great Oceans LLC October 1997 - Present
Drexel Burnham Lambert October 1986 - January 1990
Citibank February 1985 - October 1986
Arthur Young September 1981 - February 1985
Skills
Accounting, Financial Analysis, New Business Development
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Accounting
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Accounting
Great Oceans LLC October 1997 - Present
Drexel Burnham Lambert October 1986 - January 1990
Citibank February 1985 - October 1986
Arthur Young September 1981 - February 1985
Skills
Accounting, Financial Analysis, New Business Development
Education
University of Pennsylvania - The Wharton School
Bachelor of Science (BS), Accounting
University of Pennsylvania - The Wharton School
Bachelor of Science (B.S.), Accounting
Barbara Schwimmer's Drexel Burnham Lambert Experience 1984 - 1990
Job Director of Talent Development, Knowledge Network at McKinsey & Company
Industry Management Consulting
Experience
McKinsey & Company November 2005 - Present
Farrell for Congress January 2004 - December 2006
Pederson Kammert & Co., LLC 1998 - 2001
Meadowcroft Associates Inc 1993 - 1998
McKinsey & Company 1990 - 1992
Drexel Burnham Lambert 1984 - 1990
Education
The University of Chicago - Booth School of Business 1982 — 1984
MBA
Wharton School, University of Pennsylvania 1978 — 1982
BS in Economics
McKinsey & Company November 2005 - Present
Farrell for Congress January 2004 - December 2006
Pederson Kammert & Co., LLC 1998 - 2001
Meadowcroft Associates Inc 1993 - 1998
McKinsey & Company 1990 - 1992
Drexel Burnham Lambert 1984 - 1990
Education
The University of Chicago - Booth School of Business 1982 — 1984
MBA
Wharton School, University of Pennsylvania 1978 — 1982
BS in Economics
Koenig Gerry's Drexel Burnham Lambert Experience September 1985 - April 1993
Job Chief Executive Officer at HealtheIron, LLC
Industry Health, Wellness and Fitness
Experience
Health-e-Iron, LLC 2008 - Present
Drexel Burnham Lambert September 1985 - April 1993
Salomon Brothers September 1983 - August 1985
Skills
Wellness, Fitness, Strategic Planning, Wellness Coaching, Entrepreneurship, Healthcare, Pharmaceutical Industry, Public Speaking, Coaching, Nutrition, Small Business, Marketing, Start-ups, Fundraising, Leadership Development, Training, Event Planning, Strategy, Team Building, Community Outreach, Social Media, Leadership, Business Development, Nonprofits, Sales, Business Strategy, Contract Negotiation, Social Media Marketing, Marketing Strategy, Public Relations, New Business Development
Education
University of Pennsylvania
Health-e-Iron, LLC 2008 - Present
Drexel Burnham Lambert September 1985 - April 1993
Salomon Brothers September 1983 - August 1985
Skills
Wellness, Fitness, Strategic Planning, Wellness Coaching, Entrepreneurship, Healthcare, Pharmaceutical Industry, Public Speaking, Coaching, Nutrition, Small Business, Marketing, Start-ups, Fundraising, Leadership Development, Training, Event Planning, Strategy, Team Building, Community Outreach, Social Media, Leadership, Business Development, Nonprofits, Sales, Business Strategy, Contract Negotiation, Social Media Marketing, Marketing Strategy, Public Relations, New Business Development
Education
University of Pennsylvania
Charles Workman's Drexel Burnham Lambert Experience October 1987 - March 1990
Job VP
Industry International Trade and Development
Experience
Semi-Retired February 2012 - Present
BurtonM September 1990 - April 2011
Drexel Burnham Lambert October 1987 - March 1990
Skills
Toplink, Topographic Surveys
Education
The University of Hong Kong 1984 — 1987
Master of Computer Applications (MCA), European History
Oxford University 1979 — 1983
Bachelor of Engineering (B.Eng.), European History
Semi-Retired February 2012 - Present
BurtonM September 1990 - April 2011
Drexel Burnham Lambert October 1987 - March 1990
Skills
Toplink, Topographic Surveys
Education
The University of Hong Kong 1984 — 1987
Master of Computer Applications (MCA), European History
Oxford University 1979 — 1983
Bachelor of Engineering (B.Eng.), European History
Marc Utay's Drexel Burnham Lambert Experience 1983 - 1990
Job Managing Partner at Clarion Capital Partners
Industry Financial Services
Experience
Clarion Capital Partners 2000 - Present
Wasserstein Perella 1993 - 1999
Bankers Trust 1992 - 1993
Kent Capital Partners 1990 - 1991
Drexel Burnham Lambert 1983 - 1990
Education
Wharton Business School 1979 — 1981
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania 1977 — 1980
Bachelor of Science in Economics, Finance, General
Clarion Capital Partners 2000 - Present
Wasserstein Perella 1993 - 1999
Bankers Trust 1992 - 1993
Kent Capital Partners 1990 - 1991
Drexel Burnham Lambert 1983 - 1990
Education
Wharton Business School 1979 — 1981
Master of Business Administration (MBA)
Wharton School, University of Pennsylvania 1977 — 1980
Bachelor of Science in Economics, Finance, General
Lynnette Maldonado's Drexel Burnham Lambert Experience May 1984 - January 1988
Job Executive Assistant and Accounts Payable
Industry Food & Beverages
Experience
LYNNETTE MALDONADO September 2008 - Present
Digital Latin America January 2001 - June 2003
Arthur Andersen Business Consulting September 1988 - June 2000
Deloitte & Touche Tax Technologies January 1988 - August 1988
Drexel Burnham Lambert May 1984 - January 1988
Skills
Account Reconciliation, PowerPoint, Proofreading, Microsoft Excel, AS400 system, Liberty Net, Gregg Shorthand, Typing, Translation, Bilingual-English/Spanis..., Knowledge of French, Microsoft Word, Microsoft Outlook, Internet reseach, Customer Service, Office Administration, Outlook
Education
University of Puerto Rico-Rio Piedras 1980 — 1984
Bachelor of Business Administration (BBA), Executive Assistant/Executive Secretary
Antilles High School, Fort Buchanan, Puerto Rico
LYNNETTE MALDONADO September 2008 - Present
Digital Latin America January 2001 - June 2003
Arthur Andersen Business Consulting September 1988 - June 2000
Deloitte & Touche Tax Technologies January 1988 - August 1988
Drexel Burnham Lambert May 1984 - January 1988
Skills
Account Reconciliation, PowerPoint, Proofreading, Microsoft Excel, AS400 system, Liberty Net, Gregg Shorthand, Typing, Translation, Bilingual-English/Spanis..., Knowledge of French, Microsoft Word, Microsoft Outlook, Internet reseach, Customer Service, Office Administration, Outlook
Education
University of Puerto Rico-Rio Piedras 1980 — 1984
Bachelor of Business Administration (BBA), Executive Assistant/Executive Secretary
Antilles High School, Fort Buchanan, Puerto Rico
H Bradley Donovan's Drexel Burnham Lambert Experience June 1987 - October 1989
Job
Industry Investment Management
Experience
Drexel Burnham Lambert June 1987 - October 1989
Education
University of Florida 1983 — 1987
BSBA, Finance
Drexel Burnham Lambert June 1987 - October 1989
Education
University of Florida 1983 — 1987
BSBA, Finance
Salomon Brothers
Salomon Smith Barney
Paine Webber
PaineWebber
Salomon Brothers Inc.
Paine Webber, Inc
Soloman Smith Barney
Solomon Brothers