First Boston
Industry: Investment company
DescriptionFirst Boston Corporation was a New York-based bulge bracket investment bank, founded in 1932 and acquired by Credit Suisse in 1990. Together with its sister investment banks, it was referred to as CS First Boston after 1993 and part of Credit Suisse First Boston after 1996. Headquarters: New York City, NY Founded: 1932 Ceased operations: 2006 Type of business: Corporation
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First Boston Employees
Employee
Years
Job
Industry
Edward DeDomenico Edward DeDomenico's First Boston Experience March 1986 - 1991
Job Director, Marketing & Investor Relations at 400 Capital Management LLC
Industry Investment Management
Experience
400 Capital Management LLC September 2014 - Present
Halcyon Asset Management June 2010 - June 2014
Morgan Stanley 1992 - 2007
First Boston March 1986 - 1991
Education
The Johns Hopkins University
Bachelor of Arts Degree with a concentration in Science
400 Capital Management LLC September 2014 - Present
Halcyon Asset Management June 2010 - June 2014
Morgan Stanley 1992 - 2007
First Boston March 1986 - 1991
Education
The Johns Hopkins University
Bachelor of Arts Degree with a concentration in Science
Paul Treacy's First Boston Experience May 1996 - June 1998
Job Head US Equity Sales Trading , Numis Securities Inc
Industry Investment Banking
Experience
Numis Securities February 2011 - Present
Tradition 2008 - 2011
JP Morgan Chase 1998 - 2005
First Boston May 1996 - June 1998
Salomon Brothers Inc October 1983 - March 1993
Skills
Bloomberg, Investment Banking, Securities
Education
London School of Economics and Political Science 1983 — 1986
Corpus Christi , UK
Economics
Numis Securities February 2011 - Present
Tradition 2008 - 2011
JP Morgan Chase 1998 - 2005
First Boston May 1996 - June 1998
Salomon Brothers Inc October 1983 - March 1993
Skills
Bloomberg, Investment Banking, Securities
Education
London School of Economics and Political Science 1983 — 1986
Corpus Christi , UK
Economics
Terren Peizer Terren Peizer's First Boston Experience 1983 - 1985
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
Stuart Miller's First Boston Experience August 1988 - March 1992
Job Chief Financial Officer at Workiva, Inc.
Industry Computer Software
Experience
Workiva, Inc. (NYSE:WK) April 2014 - Present
Colonnade Advisors LLC April 1999 - March 2014
J.P. Morgan & Co. March 1992 - April 1999
First Boston August 1988 - March 1992
Citicorp 1984 - 1986
Continental Bank 1982 - 1984
Skills
Mergers, Investment Banking, Financial Modeling, Private Equity, Due Diligence, Mergers & Acquisitions, Valuation, Venture Capital, Financial Services, Capital Raising, Equities, Corporate Finance, Private Placements, Risk Management, Asset Management, Divestitures, Business Strategy, Strategy, Corporate Governance, Financial Structuring, Restructuring
Education
Harvard Business School 1986 — 1988
MBA with Distinction
Washington and Lee University 1978 — 1982
BA, Politics, magna cum laude
Highland Park High School 1974 — 1978
Workiva, Inc. (NYSE:WK) April 2014 - Present
Colonnade Advisors LLC April 1999 - March 2014
J.P. Morgan & Co. March 1992 - April 1999
First Boston August 1988 - March 1992
Citicorp 1984 - 1986
Continental Bank 1982 - 1984
Skills
Mergers, Investment Banking, Financial Modeling, Private Equity, Due Diligence, Mergers & Acquisitions, Valuation, Venture Capital, Financial Services, Capital Raising, Equities, Corporate Finance, Private Placements, Risk Management, Asset Management, Divestitures, Business Strategy, Strategy, Corporate Governance, Financial Structuring, Restructuring
Education
Harvard Business School 1986 — 1988
MBA with Distinction
Washington and Lee University 1978 — 1982
BA, Politics, magna cum laude
Highland Park High School 1974 — 1978
Peter Schmitt Peter Schmitt's First Boston Experience July 1977 - February 1981
Job Municipal Securities Information and Technology Expert
Industry Information Services
Experience
DPC DATA Inc. April 1992 - October 2014
RegStat Services LLC March 2012 - June 2014
DPCDATA (Philippines) Inc. July 2006 - June 2014
DPC DATA Inc. April 1992 - June 2014
Acevedo, Schmitt & Co., Inc. September 1990 - December 1992
FGIC August 1985 - August 1990
Prescott, Ball & Turben February 1981 - August 1985
First Boston July 1977 - February 1981
Skills
Fixed Income, Investment Banking, Financial Analysis, Financial Markets, Financial Modeling, Investments, Financial Services, Capital Markets, Statistical Modeling, Credit Analysis, Municipal Bonds, Securities Regulation, Financial Structuring, Business Development, Trading, Hedge Funds, Business Strategy, Asset Management, Start-ups, Risk Management, Private Equity, Structured Finance, Valuation, Due Diligence, Venture Capital, Securities, Mergers, Alternative Investments, Derivatives, Offshore Outsourcing, Presentation Skills, Research, Statistics, R, Early-stage Startups
Education
State University of New York at Albany 1975 — 1977
MBA, Finance
State University of New York College at Brockport 1971 — 1975
Bachelor of Arts (B.A.), East Asian Studies; Economics, Magna Cum Laude
Yonsei University 1972 — 1973
East Asian Studies
Defense Language Institute (DLIWC), Presidio of Monterey, CA
Diploma, Korean Language, Class Book Award for Highest Average
DPC DATA Inc. April 1992 - October 2014
RegStat Services LLC March 2012 - June 2014
DPCDATA (Philippines) Inc. July 2006 - June 2014
DPC DATA Inc. April 1992 - June 2014
Acevedo, Schmitt & Co., Inc. September 1990 - December 1992
FGIC August 1985 - August 1990
Prescott, Ball & Turben February 1981 - August 1985
First Boston July 1977 - February 1981
Skills
Fixed Income, Investment Banking, Financial Analysis, Financial Markets, Financial Modeling, Investments, Financial Services, Capital Markets, Statistical Modeling, Credit Analysis, Municipal Bonds, Securities Regulation, Financial Structuring, Business Development, Trading, Hedge Funds, Business Strategy, Asset Management, Start-ups, Risk Management, Private Equity, Structured Finance, Valuation, Due Diligence, Venture Capital, Securities, Mergers, Alternative Investments, Derivatives, Offshore Outsourcing, Presentation Skills, Research, Statistics, R, Early-stage Startups
Education
State University of New York at Albany 1975 — 1977
MBA, Finance
State University of New York College at Brockport 1971 — 1975
Bachelor of Arts (B.A.), East Asian Studies; Economics, Magna Cum Laude
Yonsei University 1972 — 1973
East Asian Studies
Defense Language Institute (DLIWC), Presidio of Monterey, CA
Diploma, Korean Language, Class Book Award for Highest Average
Gregory Burnes Gregory Burnes's First Boston Experience May 1984 - March 1994
Job Global Head of Operations at Autonomy Capital Group
Industry Investment Management
Experience
Autonomy Capital July 2009 - Present
DiMaio Ahmad Capital April 2005 - July 2009
Credit Suisse First Boston January 2005 - March 2005
Credit Suisse May 1984 - March 2005
Credit Suisse First Boston January 2003 - December 2004
Credit Suisse First Boston January 2001 - December 2002
Credit Suisse First Boston January 1997 - December 2000
Credit Suisse First Boston April 1994 - December 1996
First Boston May 1984 - March 1994
J.F. Barrett & Sons Inc 1979 - 1984
Skills
Portfolio Management, Operational Risk..., Account Reconciliation, Transaction Processing, Project Management, Business Continuity..., Mergers & Acquisitions, Collateral Management, Financial Modeling, Cash Management, Financial Services, Options, Commodity, Derivatives, Settlement, Money Market, Outsourcing, Fixed Income, Equities, Strategy, Business Intelligence, Private Equity, Securities, Alternative Investments, Asset Managment, Trading, Back Office, Hedge Funds, Finance, Asset Management, Prime Brokerage, FX Options, Mutual Funds, Investment Banking, Bloomberg
Education
New York University - School of Professional Studies 2002 — 2003
Certificate, Real Estate Finance and Investment
Sacred Heart University 1986 — 1988
MBA - Executive
Quinnipiac University 1975 — 1979
BS, Accounting
Notre Dame, West Haven, Ct 1971 — 1975
High School
Autonomy Capital July 2009 - Present
DiMaio Ahmad Capital April 2005 - July 2009
Credit Suisse First Boston January 2005 - March 2005
Credit Suisse May 1984 - March 2005
Credit Suisse First Boston January 2003 - December 2004
Credit Suisse First Boston January 2001 - December 2002
Credit Suisse First Boston January 1997 - December 2000
Credit Suisse First Boston April 1994 - December 1996
First Boston May 1984 - March 1994
J.F. Barrett & Sons Inc 1979 - 1984
Skills
Portfolio Management, Operational Risk..., Account Reconciliation, Transaction Processing, Project Management, Business Continuity..., Mergers & Acquisitions, Collateral Management, Financial Modeling, Cash Management, Financial Services, Options, Commodity, Derivatives, Settlement, Money Market, Outsourcing, Fixed Income, Equities, Strategy, Business Intelligence, Private Equity, Securities, Alternative Investments, Asset Managment, Trading, Back Office, Hedge Funds, Finance, Asset Management, Prime Brokerage, FX Options, Mutual Funds, Investment Banking, Bloomberg
Education
New York University - School of Professional Studies 2002 — 2003
Certificate, Real Estate Finance and Investment
Sacred Heart University 1986 — 1988
MBA - Executive
Quinnipiac University 1975 — 1979
BS, Accounting
Notre Dame, West Haven, Ct 1971 — 1975
High School
Jennifer Winn Jennifer Winn's First Boston Experience 1985 - 1988
Job Executive Consultant & Coach
Industry Professional Training & Coaching
Experience
Winn Performance Partners 1998 - Present
Hewitt Associates 1997 - 1999
Charles Schwab 1992 - 1996
Foote, Cone & Belding 1990 - 1992
First Boston 1985 - 1988
Skills
Executive Coaching, Leadership Development, 360 Feedback, Executive Development, MBTI, Team Building, Career Counseling, Organizational..., Employee Engagement, Organizational..., Talent Management, Career Development, Succession Planning, Performance Management, Coaching, Leadership, Workshop Facilitation, Program Management, Management Consulting, Management, Executive Management, Management Development, Employee Relations, Emotional Intelligence, Interviews, Organizational Design, Consulting, Culture Change, Performance Improvement, Strategic Planning, Public Speaking, Start-ups, Strategy, Change Management, Training, Personal Development, Career Management, Entrepreneurship, Employee Training, Cross Functional Team..., Staff Development, Business Coaching, Training Delivery, Instructional Design
Education
Stanford Graduate School of Business 1988 — 1990
MBA, Business Administration and Management, General
Drake University
Theatre
University of Missouri
BA, Theatre
Winn Performance Partners 1998 - Present
Hewitt Associates 1997 - 1999
Charles Schwab 1992 - 1996
Foote, Cone & Belding 1990 - 1992
First Boston 1985 - 1988
Skills
Executive Coaching, Leadership Development, 360 Feedback, Executive Development, MBTI, Team Building, Career Counseling, Organizational..., Employee Engagement, Organizational..., Talent Management, Career Development, Succession Planning, Performance Management, Coaching, Leadership, Workshop Facilitation, Program Management, Management Consulting, Management, Executive Management, Management Development, Employee Relations, Emotional Intelligence, Interviews, Organizational Design, Consulting, Culture Change, Performance Improvement, Strategic Planning, Public Speaking, Start-ups, Strategy, Change Management, Training, Personal Development, Career Management, Entrepreneurship, Employee Training, Cross Functional Team..., Staff Development, Business Coaching, Training Delivery, Instructional Design
Education
Stanford Graduate School of Business 1988 — 1990
MBA, Business Administration and Management, General
Drake University
Theatre
University of Missouri
BA, Theatre
Natasha Pekelis Natasha Pekelis's First Boston Experience July 1992 - April 1994
Job MD, Head of Front Office Development at TD Securities
Industry Financial Services
Experience
TD Securities December 2012 - Present
Mosaic Financial Markets 2012 - December 2012
Citi Group July 2007 - June 2012
HSBC May 1998 - July 2007
UBS August 1996 - May 1998
First Union National Bank April 1994 - August 1996
First Boston July 1992 - April 1994
Skills
Trading Systems, Risk Management Systems, Derivatives, Fixed Income, Equities, Emerging Markets, Risk, IT Management, Calypso, CVA, Market Risk, Credit Risk, Financial Risk, Commodity, Electronic Trading, Equity Trading, Risk Management, Trading, Equity Derivatives, Capital Markets, FX Options, Back Office, Credit Derivatives, Investment Banking, Financial Markets, Financial Services, Rates, Interest Rate..., Options
Education
Columbia University in the City of New York 1990 — 1992
BS, Computer Science
Leningrad State University named after A.S. Pushkin
Bachelor's degree, Applied Mathematics
TD Securities December 2012 - Present
Mosaic Financial Markets 2012 - December 2012
Citi Group July 2007 - June 2012
HSBC May 1998 - July 2007
UBS August 1996 - May 1998
First Union National Bank April 1994 - August 1996
First Boston July 1992 - April 1994
Skills
Trading Systems, Risk Management Systems, Derivatives, Fixed Income, Equities, Emerging Markets, Risk, IT Management, Calypso, CVA, Market Risk, Credit Risk, Financial Risk, Commodity, Electronic Trading, Equity Trading, Risk Management, Trading, Equity Derivatives, Capital Markets, FX Options, Back Office, Credit Derivatives, Investment Banking, Financial Markets, Financial Services, Rates, Interest Rate..., Options
Education
Columbia University in the City of New York 1990 — 1992
BS, Computer Science
Leningrad State University named after A.S. Pushkin
Bachelor's degree, Applied Mathematics
Kamran Zafar Kamran Zafar's First Boston Experience April 1989 - June 2002
Job Senior Technology Executive – Leading Breakthrough Finance Technology Solution Design to Fuel Productivity & Performance
Industry Investment Banking
Experience
Citi July 2011 - Present
Credit Suisse June 2002 - June 2011
First Boston April 1989 - June 2002
Skills
Prime Brokerage, CRM, Project Management, Vendor Management, Fixed Income, Management, Equities, Investment Banking, Trading Systems, Middle Office, Derivatives, Business Requirements, Capital Markets, Securities Lending, Back Office, Program Management, Enterprise Architecture
Education
University of Wales, Bangor 1981 — 1984
Bsc, Electrical and Electronics Engineering
Citi July 2011 - Present
Credit Suisse June 2002 - June 2011
First Boston April 1989 - June 2002
Skills
Prime Brokerage, CRM, Project Management, Vendor Management, Fixed Income, Management, Equities, Investment Banking, Trading Systems, Middle Office, Derivatives, Business Requirements, Capital Markets, Securities Lending, Back Office, Program Management, Enterprise Architecture
Education
University of Wales, Bangor 1981 — 1984
Bsc, Electrical and Electronics Engineering
Alex Plotkin Alex Plotkin's First Boston Experience May 1988 - August 1993
Job Business Advisor at Collin SBDC
Industry Consumer Services
Experience
Collin SBDC July 2013 - Present
ProSource Wholesale Floorcoverings February 2010 - July 2013
Columbia Business Consulting September 2006 - February 2010
Priority Public Safety Equipment 2008 - 2008
Velocity Sports Performance-Allen, TX January 2004 - September 2006
Primrose School of West Allen 1996 - 2003
Streetball Partners International/USA Sports 1993 - 1996
First Boston May 1988 - August 1993
Skills
Mergers, Budgets, Strategic Planning, Capital Raising, Business Planning, Business Development, P&L Management, Sales Management, Team Leadership, Financial Analysis, Due Diligence, Operations Management, Banking, Team Building, Corporate Finance, Analysis, Training, Product Marketing, Program Management, Negotiation, Project Management, Marketing Strategy, Mergers & Acquisitions, Finance, Process Improvement, Project Planning, Contract Negotiation, Change Management, Executive Management, Management, Start-ups, Cross-functional Team..., New Business Development, Entrepreneurship, Accounting, Marketing, Retail, Business Strategy, Sales, Forecasting, Pricing, Strategy, Selling, Account Management, Management Consulting
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
The University of Texas at Austin 1984 — 1988
BBA, Honors Business
Richwoods High School
Collin SBDC July 2013 - Present
ProSource Wholesale Floorcoverings February 2010 - July 2013
Columbia Business Consulting September 2006 - February 2010
Priority Public Safety Equipment 2008 - 2008
Velocity Sports Performance-Allen, TX January 2004 - September 2006
Primrose School of West Allen 1996 - 2003
Streetball Partners International/USA Sports 1993 - 1996
First Boston May 1988 - August 1993
Skills
Mergers, Budgets, Strategic Planning, Capital Raising, Business Planning, Business Development, P&L Management, Sales Management, Team Leadership, Financial Analysis, Due Diligence, Operations Management, Banking, Team Building, Corporate Finance, Analysis, Training, Product Marketing, Program Management, Negotiation, Project Management, Marketing Strategy, Mergers & Acquisitions, Finance, Process Improvement, Project Planning, Contract Negotiation, Change Management, Executive Management, Management, Start-ups, Cross-functional Team..., New Business Development, Entrepreneurship, Accounting, Marketing, Retail, Business Strategy, Sales, Forecasting, Pricing, Strategy, Selling, Account Management, Management Consulting
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Finance
The University of Texas at Austin 1984 — 1988
BBA, Honors Business
Richwoods High School
Doug Maynard's First Boston Experience 1977 - 1983
Job Telecom Expense Management And Advisory at Online Technologies Associates (OTA)
Industry Telecommunications
Experience
Online Technology Associates (OTA) June 2012 - Present
Elite Telecom Services August 2011 - June 2012
Families First Global Golf Management, LLC and World Junior InterClub Golf Association, LLC September 2007 - August 2011
U.S. Kids Golf Foundation March 2004 - September 2007
Lehman Brothers 1993 - 1994
Robinson Humphrey/Shearson Lehman Brothers, Inc 1983 - 1993
First Boston 1977 - 1983
Skills
Telecom Expense..., Telecommunication..., Telecommunications..., Telecommunications..., Junior Golf, New Business Development, Business Strategy, Business Analysis, Small Business, Sales Management, Sales, Internet Services, Telephony, Avaya IP Telephony, Internet Telephony, Non-profits, Non-profit Consulting, Law Office Telephony..., Corporate Telphony..., Medical Practice..., Architect Telphony..., Golf Course Telphony..., Corporate Real Estate..., Facilities Management..., Building Management..., Multiple Location..., VoIP, Cloud Based Telphony..., MPLS, MPLS VPN, MPLS Networking, Fiber Optic Cable, Fiber Optic Networks, Cable Broadband
Education
Duke University 1969 — 1973
BA, Economics and Political Science
Online Technology Associates (OTA) June 2012 - Present
Elite Telecom Services August 2011 - June 2012
Families First Global Golf Management, LLC and World Junior InterClub Golf Association, LLC September 2007 - August 2011
U.S. Kids Golf Foundation March 2004 - September 2007
Lehman Brothers 1993 - 1994
Robinson Humphrey/Shearson Lehman Brothers, Inc 1983 - 1993
First Boston 1977 - 1983
Skills
Telecom Expense..., Telecommunication..., Telecommunications..., Telecommunications..., Junior Golf, New Business Development, Business Strategy, Business Analysis, Small Business, Sales Management, Sales, Internet Services, Telephony, Avaya IP Telephony, Internet Telephony, Non-profits, Non-profit Consulting, Law Office Telephony..., Corporate Telphony..., Medical Practice..., Architect Telphony..., Golf Course Telphony..., Corporate Real Estate..., Facilities Management..., Building Management..., Multiple Location..., VoIP, Cloud Based Telphony..., MPLS, MPLS VPN, MPLS Networking, Fiber Optic Cable, Fiber Optic Networks, Cable Broadband
Education
Duke University 1969 — 1973
BA, Economics and Political Science
Kathy Piccione Kathy Piccione's First Boston Experience 1985 - 1987
Job Realtor at Prudential C. Dan Joyner
Industry Real Estate
Experience
Prudential C. Dan Joyner Realtor
Moraine Valley Community College 1993 - 1994
Joliet Junior College 1991 - 1993
First Boston 1985 - 1987
Skills
Buyer Representation, Relocation, Sales Management, Residential Homes, ABR, Real Estate, Single Family Homes, Listings, Referrals, New Home Sales, First Time Home Buyers, Foreclosures, Short Sales, Sellers, REO
Education
Furman University 1983 — 1984
MBA
Lander University 1977 — 1981
B.S.Business Administration, Business
Prudential C. Dan Joyner Realtor
Moraine Valley Community College 1993 - 1994
Joliet Junior College 1991 - 1993
First Boston 1985 - 1987
Skills
Buyer Representation, Relocation, Sales Management, Residential Homes, ABR, Real Estate, Single Family Homes, Listings, Referrals, New Home Sales, First Time Home Buyers, Foreclosures, Short Sales, Sellers, REO
Education
Furman University 1983 — 1984
MBA
Lander University 1977 — 1981
B.S.Business Administration, Business
Ahni Kruger Ahni Kruger's First Boston Experience November 1985 - February 1988
Job Artist
Industry Fine Art
Experience
The Center for Contemporary Art February 2014 - Present
KIWIMBI Global February 2011 - Present
Drew University September 1999 - Present
AMON Press June 2001 - Present
Montclair State University January 2008 - May 2013
Stonehenge Tile & Marble, LLC 1990 - 2013
First Boston November 1985 - February 1988
Rockefeller University 1983 - 1985
Skills
Drawing, Fine Art, Painting, Printmaking, Teaching, Art Education, Art Exhibitions, Contemporary Art, Visual Arts, Adobe Creative Suite, Art History, Digital Photography, Higher Education, Museums, Web Design, Photography, Writing, Creative Concept Design, Framing, Intaglio, Woodcut, Watercolor, Personal Watercraft, Sea Kayaking, Experimentation, Logo Design, English, Instructional Design, Inspiration, Event Planning, Layout Design, Lithography
Education
Cornell University 1978 — 1982
BFA, Painting/Printmaking
Montclair State University 2005 — 2007
MFA, Fine Art
Sarah Lawrence College 1980 — 1980
Semester Abroad in Lacoste France, Fine Art
Rumson Fair Haven Regional High School 1974 — 1978
High School Diploma
RCDS 1969 — 1974
8th Grade Graduation
New York Studio School 1996 — 2005
Drawing, Sculpture & Painting
The Center for Contemporary Art February 2014 - Present
KIWIMBI Global February 2011 - Present
Drew University September 1999 - Present
AMON Press June 2001 - Present
Montclair State University January 2008 - May 2013
Stonehenge Tile & Marble, LLC 1990 - 2013
First Boston November 1985 - February 1988
Rockefeller University 1983 - 1985
Skills
Drawing, Fine Art, Painting, Printmaking, Teaching, Art Education, Art Exhibitions, Contemporary Art, Visual Arts, Adobe Creative Suite, Art History, Digital Photography, Higher Education, Museums, Web Design, Photography, Writing, Creative Concept Design, Framing, Intaglio, Woodcut, Watercolor, Personal Watercraft, Sea Kayaking, Experimentation, Logo Design, English, Instructional Design, Inspiration, Event Planning, Layout Design, Lithography
Education
Cornell University 1978 — 1982
BFA, Painting/Printmaking
Montclair State University 2005 — 2007
MFA, Fine Art
Sarah Lawrence College 1980 — 1980
Semester Abroad in Lacoste France, Fine Art
Rumson Fair Haven Regional High School 1974 — 1978
High School Diploma
RCDS 1969 — 1974
8th Grade Graduation
New York Studio School 1996 — 2005
Drawing, Sculpture & Painting
Kathleen Dunbar Kathleen Dunbar's First Boston Experience 1982 - 1985
Job Senior Litigation Paralegal at Mahon, Mahon, Kerins & O'Brien
Industry Law Practice
Experience
Mahon, Mahon, Kerins & O'Brien 2005 - Present
Duffy, Duffy & Burdo 2004 - 2005
Anthony Thomas Scotto, Attorney at Law 1994 - 2004
Land Record Resources 1985 - 1991
First Boston 1982 - 1985
Gibbs & Hill 1979 - 1982
Skills
Litigation, Legal Research, Civil Litigation, Courts, Personal Injury, Personal Injury..., Pleadings, Medical Malpractice, Employment Law, Estate Administration, Guardianship, Estate Law, Legal Writing, Westlaw, Legal Assistance, Real Estate, Arbitration, Criminal Law, Mediation, Powers of Attorney, Document Review, Hearings, Legal Issues, Wills, Attorneys, Product Liability, Torts, Breach Of Contract, Trial Practice
Education
Saint John's University 2004 — 2007
BA, Legal Studies/Criminal Justice
Nassau Community College 2001 — 2003
AS, Legal Studies/Paralegal Certification
Mahon, Mahon, Kerins & O'Brien 2005 - Present
Duffy, Duffy & Burdo 2004 - 2005
Anthony Thomas Scotto, Attorney at Law 1994 - 2004
Land Record Resources 1985 - 1991
First Boston 1982 - 1985
Gibbs & Hill 1979 - 1982
Skills
Litigation, Legal Research, Civil Litigation, Courts, Personal Injury, Personal Injury..., Pleadings, Medical Malpractice, Employment Law, Estate Administration, Guardianship, Estate Law, Legal Writing, Westlaw, Legal Assistance, Real Estate, Arbitration, Criminal Law, Mediation, Powers of Attorney, Document Review, Hearings, Legal Issues, Wills, Attorneys, Product Liability, Torts, Breach Of Contract, Trial Practice
Education
Saint John's University 2004 — 2007
BA, Legal Studies/Criminal Justice
Nassau Community College 2001 — 2003
AS, Legal Studies/Paralegal Certification
Mitch Schindler Mitch Schindler's First Boston Experience January 1989 - January 1991
Job at Barclays Capital
Industry Financial Services
Experience
Barclays Capital June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers January 1995 - January 2008
Lehman Brothers January 1994 - January 1995
JP Morgan 1991 - 1993
First Boston January 1989 - January 1991
First Boston 1989 - 1990
Shearson Lehman January 1987 - January 1989
Skills
Equities, Business Requirements, Business Analysis, Hedge Funds, Trading Systems, Options, Back Office, Financial Services, Requirements Analysis, Prime Brokerage, Securities, Sybase, SQL, Business Process, Settlement
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
MBA, Information Technology
Baruch CollegeNew
M.B.A, Information Science
Brooklyn College
B.A, History
Pirchei Shoshanim
Pirchei Shoshanim
yeshiva pirchei shoshanim
Barclays Capital June 2009 - Present
Barclays Capital September 2008 - June 2009
Lehman Brothers January 1995 - January 2008
Lehman Brothers January 1994 - January 1995
JP Morgan 1991 - 1993
First Boston January 1989 - January 1991
First Boston 1989 - 1990
Shearson Lehman January 1987 - January 1989
Skills
Equities, Business Requirements, Business Analysis, Hedge Funds, Trading Systems, Options, Back Office, Financial Services, Requirements Analysis, Prime Brokerage, Securities, Sybase, SQL, Business Process, Settlement
Education
Baruch College, City University of New York (CUNY) 1984 — 1987
MBA, Information Technology
Baruch CollegeNew
M.B.A, Information Science
Brooklyn College
B.A, History
Pirchei Shoshanim
Pirchei Shoshanim
yeshiva pirchei shoshanim
wen shiau wen shiau's First Boston Experience 1986 - 1988
Job Portfolio Manager Real Estate, Macro Strategy; Investor & Advisor to Tech
Industry Investment Management
Experience
CoPromote October 2014 - Present
Cypress Capital Group September 2011 - Present
Palo Alto Economic Research September 2012 - Present
Tai Tam Capital January 2007 - December 2014
Westlb 2006 - 2006
Credit Suisse 1998 - 2006
Greenwich Capital 1995 - 1998
Lehman Brothers 1991 - 1995
First Boston 1986 - 1988
Bell Laboratories 1980 - 1982
Skills
Hedge Funds, Investments, Portfolio Management, Capital Markets, Sales Management, Alternative Investments, Emerging Markets, Fixed Income Sales &..., Wealth Management, Equities, Asian Bonds, Derivatives, Risk Management, Commodities, FX, Structured Products..., MBS Structuring &..., Real Estate, Asset Managment
Education
The Tuck School of Business at Dartmouth 1989 — 1991
MBA, Business
Cornell University 1982 — 1986
BA, theoretical mathematics and computer science
CoPromote October 2014 - Present
Cypress Capital Group September 2011 - Present
Palo Alto Economic Research September 2012 - Present
Tai Tam Capital January 2007 - December 2014
Westlb 2006 - 2006
Credit Suisse 1998 - 2006
Greenwich Capital 1995 - 1998
Lehman Brothers 1991 - 1995
First Boston 1986 - 1988
Bell Laboratories 1980 - 1982
Skills
Hedge Funds, Investments, Portfolio Management, Capital Markets, Sales Management, Alternative Investments, Emerging Markets, Fixed Income Sales &..., Wealth Management, Equities, Asian Bonds, Derivatives, Risk Management, Commodities, FX, Structured Products..., MBS Structuring &..., Real Estate, Asset Managment
Education
The Tuck School of Business at Dartmouth 1989 — 1991
MBA, Business
Cornell University 1982 — 1986
BA, theoretical mathematics and computer science
Ira Wagner Ira Wagner's First Boston Experience 1989 - 1995
Job Independent Financial Services Professional
Industry Financial Services
Experience
Monmouth University 2013 - Present
Self Employed 2008 - Present
Bear Stearns July 1996 - February 2008
Donaldson, Lufkin & Jenrette 1995 - 1996
First Boston 1989 - 1995
First Boston 1989 - 1995
Skills
Capital Markets, CDO, Fixed Income, Structured Finance, ABS, Hedge Funds, Securitization, Structured Products, Alternative Investments, Financial Institutions, Portfolio Management, Equities, Emerging Markets, Credit Derivatives, Bloomberg, Trading, Credit, Financial Markets, Derivatives, Bonds, Securities, Corporate Finance, Credit Analysis, Asset Management
Education
University of Hartford 2011 — 2013
Master of Fine Arts (MFA), Photography
University of Pennsylvania - The Wharton School 1979 — 1981
Master of Business Administration (MBA)
University of Virginia 1974 — 1978
BA, Government
Monmouth University 2013 - Present
Self Employed 2008 - Present
Bear Stearns July 1996 - February 2008
Donaldson, Lufkin & Jenrette 1995 - 1996
First Boston 1989 - 1995
First Boston 1989 - 1995
Skills
Capital Markets, CDO, Fixed Income, Structured Finance, ABS, Hedge Funds, Securitization, Structured Products, Alternative Investments, Financial Institutions, Portfolio Management, Equities, Emerging Markets, Credit Derivatives, Bloomberg, Trading, Credit, Financial Markets, Derivatives, Bonds, Securities, Corporate Finance, Credit Analysis, Asset Management
Education
University of Hartford 2011 — 2013
Master of Fine Arts (MFA), Photography
University of Pennsylvania - The Wharton School 1979 — 1981
Master of Business Administration (MBA)
University of Virginia 1974 — 1978
BA, Government
Jorge M. Chiriboga Jorge M. Chiriboga's First Boston Experience 1985 - 1987
Job Executive in Corporate Travel Management, Capital Markets, Latin America, Emerging Markets, Law Graduate
Industry Leisure, Travel & Tourism
Experience
CT TRAVEL (PR) January 2007 - Present
Dept. of Justice of Puerto Rico, Office of the Solicitor General August 2012 - December 2012
TQ3 Travel Solutions Caribbean 2002 - 2006
Pioneer Investments/ GS and Company 1998 - 2000
Hermes International Group April 1996 - March 1998
Lehman Brothers 1989 - 1995
Houlihan Lokey Howard and Zukin 1988 - 1989
First Boston 1985 - 1987
Skills
Management, Mergers & Acquisitions, Travel Management, Executive Management, Corporate Finance, Negotiation, Sales, Corporate Law, Due Diligence, Finance, Entrepreneurship, Account Management, Analysis, Litigation, Business Strategy, Venture Capital, Strategic Planning, Start-ups, Strategic Partnerships, Contract Negotiation
Education
Stanford University Graduate School of Business 1987 — 1989
MBA, Business Administration and Management, General
University of Pennsylvania - The Wharton School 1982 — 1985
BS, Finance, Magna Cum Laude
University of Puerto Rico-Rio Piedras 2010 — 2013
Juris Doctor (J.D.)
Colegio San Ignacio 1977 — 1981
CT TRAVEL (PR) January 2007 - Present
Dept. of Justice of Puerto Rico, Office of the Solicitor General August 2012 - December 2012
TQ3 Travel Solutions Caribbean 2002 - 2006
Pioneer Investments/ GS and Company 1998 - 2000
Hermes International Group April 1996 - March 1998
Lehman Brothers 1989 - 1995
Houlihan Lokey Howard and Zukin 1988 - 1989
First Boston 1985 - 1987
Skills
Management, Mergers & Acquisitions, Travel Management, Executive Management, Corporate Finance, Negotiation, Sales, Corporate Law, Due Diligence, Finance, Entrepreneurship, Account Management, Analysis, Litigation, Business Strategy, Venture Capital, Strategic Planning, Start-ups, Strategic Partnerships, Contract Negotiation
Education
Stanford University Graduate School of Business 1987 — 1989
MBA, Business Administration and Management, General
University of Pennsylvania - The Wharton School 1982 — 1985
BS, Finance, Magna Cum Laude
University of Puerto Rico-Rio Piedras 2010 — 2013
Juris Doctor (J.D.)
Colegio San Ignacio 1977 — 1981
Jay Merves Jay Merves's First Boston Experience 1987 - 1990
Job Clean Energy Finance at New York City Energy Efficiency Corporation
Industry Financial Services
Experience
NYCEEC May 2012 - Present
StoneCastle Portfolio Advisors November 2010 - November 2012
New York City Energy Efficiency Corporation November 2008 - April 2012
Tricadia CDPC Management June 2008 - November 2008
GSC Group 2006 - 2008
Assured Guaranty 2000 - 2007
The Chase Manhattan Bank 1998 - 1999
FGIC 1991 - 1998
First Boston 1987 - 1990
Skills
Energy Efficiency, Financial Structuring, Due Diligence, Investment Banking, Sustainable Energy, Banking, Capital Markets, Fixed Income, Corporate Finance, Risk Management, Valuation, Structured Products, Strategic Planning, Hedge Funds, Energy, Leveraged Finance, Financial Analysis, Project Finance, Structured Finance, Mergers & Acquisitions, CDO, Securitization, Business Strategy, Finance, Private Equity, Bonds, Investment Management, Loan Origination, Emerging Markets, Equities, Financial Risk, Trading, Alternative Investments, Loans, Financial Modeling, Financial Markets, Restructuring, Management, Credit Analysis, Credit Risk, Derivatives, ABS, Credit Derivatives, Series 7, Portfolio Management, Securities, Credit, Asset Managment, Bloomberg, Investments
Education
University of Pennsylvania - The Wharton School
NYCEEC May 2012 - Present
StoneCastle Portfolio Advisors November 2010 - November 2012
New York City Energy Efficiency Corporation November 2008 - April 2012
Tricadia CDPC Management June 2008 - November 2008
GSC Group 2006 - 2008
Assured Guaranty 2000 - 2007
The Chase Manhattan Bank 1998 - 1999
FGIC 1991 - 1998
First Boston 1987 - 1990
Skills
Energy Efficiency, Financial Structuring, Due Diligence, Investment Banking, Sustainable Energy, Banking, Capital Markets, Fixed Income, Corporate Finance, Risk Management, Valuation, Structured Products, Strategic Planning, Hedge Funds, Energy, Leveraged Finance, Financial Analysis, Project Finance, Structured Finance, Mergers & Acquisitions, CDO, Securitization, Business Strategy, Finance, Private Equity, Bonds, Investment Management, Loan Origination, Emerging Markets, Equities, Financial Risk, Trading, Alternative Investments, Loans, Financial Modeling, Financial Markets, Restructuring, Management, Credit Analysis, Credit Risk, Derivatives, ABS, Credit Derivatives, Series 7, Portfolio Management, Securities, Credit, Asset Managment, Bloomberg, Investments
Education
University of Pennsylvania - The Wharton School
Jerry Bergman Jerry Bergman's First Boston Experience August 1980 - May 1988
Job Business Development at www.CentralBanks.com
Industry Financial Services
Experience
www.CentralBanks.com 2014 - Present
JBERGMAN Intl Consulting August 2011 - April 2014
HSBC August 2004 - June 2006
Deutsche Bank June 2003 - May 2004
Morgan Stanley May 1988 - May 2003
First Boston August 1980 - May 1988
Federal Reserve Bank of New York June 1978 - August 1980
Federal Reserve Bank of New York June 1976 - June 1978
Federal Reserve Bank of New York August 1970 - June 1976
GE January 1968 - August 1970
Skills
Business Development, Business Strategy, Strategic Planning, Financial Analysis, New Business Development, Business Analysis, Strategy, Management, Project Management, Banking, Portfolio Management, Investments
Education
City University of New York-Brooklyn College 1964 — 1968
Bachelor of Science (BS), Mathematics/Economics
www.CentralBanks.com 2014 - Present
JBERGMAN Intl Consulting August 2011 - April 2014
HSBC August 2004 - June 2006
Deutsche Bank June 2003 - May 2004
Morgan Stanley May 1988 - May 2003
First Boston August 1980 - May 1988
Federal Reserve Bank of New York June 1978 - August 1980
Federal Reserve Bank of New York June 1976 - June 1978
Federal Reserve Bank of New York August 1970 - June 1976
GE January 1968 - August 1970
Skills
Business Development, Business Strategy, Strategic Planning, Financial Analysis, New Business Development, Business Analysis, Strategy, Management, Project Management, Banking, Portfolio Management, Investments
Education
City University of New York-Brooklyn College 1964 — 1968
Bachelor of Science (BS), Mathematics/Economics
Meryl Goldberg Meryl Goldberg's First Boston Experience October 1989 - January 1994
Job Sales & Design Specialist at Ambius
Industry Facilities Services
Experience
Ambius April 2006 - Present
Direct Travel May 1996 - December 1998
PolyGram Records February 1995 - May 1996
First Boston October 1989 - January 1994
Education
Saint Thomas Aquinas College
Bachelor, Business Administration
Ambius April 2006 - Present
Direct Travel May 1996 - December 1998
PolyGram Records February 1995 - May 1996
First Boston October 1989 - January 1994
Education
Saint Thomas Aquinas College
Bachelor, Business Administration
Curtis Reeves Curtis Reeves's First Boston Experience May 1975 - August 1977
Job President, Seveer Holdings, Inc
Industry Investment Management
Experience
Seveer Holdings, Inc May 2005 - Present
Delta Technology July 1997 - May 2005
Citizens and Southern National Bank November 1979 - September 1983
First Boston May 1975 - August 1977
Skills
ASP.NET, SQL, Perl, Unix, C++, Programming, Automation, Java, C#, Linux, XML, Microsoft SQL Server, Databases, Testing, Software Development
Education
Georgia State University 1981 — 1984
BBA, Accounting
Georgia State University - J. Mack Robinson College of Business 1980 — 1984
Bachelors Degree, Accounting, Cum Laude
Massachusetts Institute of Technology
Seveer Holdings, Inc May 2005 - Present
Delta Technology July 1997 - May 2005
Citizens and Southern National Bank November 1979 - September 1983
First Boston May 1975 - August 1977
Skills
ASP.NET, SQL, Perl, Unix, C++, Programming, Automation, Java, C#, Linux, XML, Microsoft SQL Server, Databases, Testing, Software Development
Education
Georgia State University 1981 — 1984
BBA, Accounting
Georgia State University - J. Mack Robinson College of Business 1980 — 1984
Bachelors Degree, Accounting, Cum Laude
Massachusetts Institute of Technology
Tom Blinten Tom Blinten's First Boston Experience 1983 - 1985
Job Managing Partner/CEO of Panamax Capital
Industry Financial Services
Experience
NC State University Foundation December 2011 - Present
Panamax Capital November 1998 - Present
Nomura Capital 1995 - 1998
General Re Financial Products 1992 - 1995
Kemper Derivative Products Group 1990 - 1992
Drexel Burnham Lambert 1985 - 1990
First Boston 1983 - 1985
Amoco Production Company 1981 - 1983
Skills
Capital Markets, M&A experience, Principal Investing, Trade Finance, Cross-border..., Securitization, Credit Derivatives, Structured Products, Corporate Finance, Strategic Partnerships, Portfolio Management, Risk Management, Marketing, Business Strategy, Marketing Strategy, Venture Capital, Private Equity, Fixed Income, Investment Banking, Hedge Funds, Mergers & Acquisitions, Due Diligence, Asset Management, Investments, Emerging Markets, Private Placements, Financial Services, Structured Finance, Valuation, Options, Alternative Investments, IPO, Finance, Strategy, Strategic Planning, Financial Structuring, Investor Relations, Securities, Start-ups, Mergers, Financial Risk, Derivatives, Financial Modeling, Corporate Development, Executive Management, International Business, Equities, Restructuring, Trading, Investment Management
Education
Tulane University, Graduate School of Engineering 1981 — 1983
Petroleum Engineering
North Carolina State University - College of Management 1979 — 1981
Operations Research Graduate Program
North Carolina State University - College of Physical and Mathematical Sciences 1974 — 1979
BS, Mathematics
NC State University Foundation December 2011 - Present
Panamax Capital November 1998 - Present
Nomura Capital 1995 - 1998
General Re Financial Products 1992 - 1995
Kemper Derivative Products Group 1990 - 1992
Drexel Burnham Lambert 1985 - 1990
First Boston 1983 - 1985
Amoco Production Company 1981 - 1983
Skills
Capital Markets, M&A experience, Principal Investing, Trade Finance, Cross-border..., Securitization, Credit Derivatives, Structured Products, Corporate Finance, Strategic Partnerships, Portfolio Management, Risk Management, Marketing, Business Strategy, Marketing Strategy, Venture Capital, Private Equity, Fixed Income, Investment Banking, Hedge Funds, Mergers & Acquisitions, Due Diligence, Asset Management, Investments, Emerging Markets, Private Placements, Financial Services, Structured Finance, Valuation, Options, Alternative Investments, IPO, Finance, Strategy, Strategic Planning, Financial Structuring, Investor Relations, Securities, Start-ups, Mergers, Financial Risk, Derivatives, Financial Modeling, Corporate Development, Executive Management, International Business, Equities, Restructuring, Trading, Investment Management
Education
Tulane University, Graduate School of Engineering 1981 — 1983
Petroleum Engineering
North Carolina State University - College of Management 1979 — 1981
Operations Research Graduate Program
North Carolina State University - College of Physical and Mathematical Sciences 1974 — 1979
BS, Mathematics
Chris Arndt Chris Arndt's First Boston Experience 1987 - 1989
Job consultant at Parcel Quest
Industry Computer Software
Experience
CD-Data, Inc February 2003 - Present
Software Generation 1981 - Present
KPMG May 2013 - November 2013
Orion Development 2000 - 2001
Memorial Sloan-Kettering Cancer Center May 1999 - December 1999
Fidelity Investments November 1995 - May 1999
Legent November 1994 - October 1995
SunGard 1989 - 1994
AT&T 1990 - 1990
First Boston 1987 - 1989
Skills
C#, C++, Software Development, Windows, ASP.NET, Architecture, Requirements Analysis, Web Applications, SQL Server, Analysis, .NET, Databases, Application Development, Web Services, Product Development, SQL, Programming, LINQ, WPF, Silverlight, ADO.NET, NUnit, XAML, Design Patterns, N-tier, XSLT, Unit Testing, Object Oriented Design, jQuery, Microsoft SQL Server, Mobile Applications, Architectures, WCF, Web Development, Visual Studio
Education
Fairleigh Dickinson University 1984 — 1984
Business
Penn State University 1969 — 1972
CS
CD-Data, Inc February 2003 - Present
Software Generation 1981 - Present
KPMG May 2013 - November 2013
Orion Development 2000 - 2001
Memorial Sloan-Kettering Cancer Center May 1999 - December 1999
Fidelity Investments November 1995 - May 1999
Legent November 1994 - October 1995
SunGard 1989 - 1994
AT&T 1990 - 1990
First Boston 1987 - 1989
Skills
C#, C++, Software Development, Windows, ASP.NET, Architecture, Requirements Analysis, Web Applications, SQL Server, Analysis, .NET, Databases, Application Development, Web Services, Product Development, SQL, Programming, LINQ, WPF, Silverlight, ADO.NET, NUnit, XAML, Design Patterns, N-tier, XSLT, Unit Testing, Object Oriented Design, jQuery, Microsoft SQL Server, Mobile Applications, Architectures, WCF, Web Development, Visual Studio
Education
Fairleigh Dickinson University 1984 — 1984
Business
Penn State University 1969 — 1972
CS
Diana Nicholson's First Boston Experience 1992 - 1994
Job CoFounder at CloudHire.com
Industry Internet
Experience
CloudHire.com January 2014 - Present
Local Job Ventures, LLC January 2012 - Present
Good Network, Inc. September 2008 - Present
Twins Enterprise July 2007 - September 2008
Monster Worldwide 2001 - 2007
GetConnected.com 1999 - 2001
Swiss Bank Corporation 1995 - 1997
Barclays 1994 - 1995
First Boston 1992 - 1994
Skills
Management Consulting, Leadership, Strategy, SEM, Start-ups, Strategic Planning, Product Development, Business Development, Marketing Strategy, Recruiting, New Business Development, Social Media, Web Analytics, Marketing, Product Management, E-commerce, Market Research, Business Strategy, Social Media Marketing, Management, Online Advertising, Lead Generation, Online Marketing, Entrepreneurship, SaaS, Social Networking, Account Management, Customer Acquisition, Email Marketing, Talent Management, Strategic Partnerships, Product Marketing, B2B, Direct Sales, Enterprise Software, Advertising, SEO, CRM, Sales Management, Talent Acquisition, Cross-functional Team..., Sales
Education
Harvard Business School 1997 — 1999
MBA
CloudHire.com January 2014 - Present
Local Job Ventures, LLC January 2012 - Present
Good Network, Inc. September 2008 - Present
Twins Enterprise July 2007 - September 2008
Monster Worldwide 2001 - 2007
GetConnected.com 1999 - 2001
Swiss Bank Corporation 1995 - 1997
Barclays 1994 - 1995
First Boston 1992 - 1994
Skills
Management Consulting, Leadership, Strategy, SEM, Start-ups, Strategic Planning, Product Development, Business Development, Marketing Strategy, Recruiting, New Business Development, Social Media, Web Analytics, Marketing, Product Management, E-commerce, Market Research, Business Strategy, Social Media Marketing, Management, Online Advertising, Lead Generation, Online Marketing, Entrepreneurship, SaaS, Social Networking, Account Management, Customer Acquisition, Email Marketing, Talent Management, Strategic Partnerships, Product Marketing, B2B, Direct Sales, Enterprise Software, Advertising, SEO, CRM, Sales Management, Talent Acquisition, Cross-functional Team..., Sales
Education
Harvard Business School 1997 — 1999
MBA
Jack (A) Dunn Jack (A) Dunn's First Boston Experience 1982 - 1987
Job Senior Manager at American Express
Industry Financial Services
Experience
American Express October 1995 - Present
Jack Dunn Photography 1970 - 2009
BMG Columbia House January 1995 - October 1995
Devon Direct 1993 - January 1995
Devon Direct 1992 - 1995
Prentice Hall 1982 - 1988
First Boston 1982 - 1987
Skills
Potographer, Direct Marketing, Marketing, Customer Acquisition, Vendor Management, Strategic Partnerships, Six Sigma, New Business Development, Purchasing, Strategy, Public Speaking, Direct Mail, Marketing Strategy, Supply Chain Management, Team Building, Integrated Marketing, Sourcing, Leadership, Email Marketing, Logistics, Financial Services, Time Management, Digital Marketing, Process Improvement, Competitive Analysis, Analytics, CRM, Project Management, Cross-functional Team..., Management, Photography, Account Management, Relationship Management, Program Management, Strategic Planning, Business Process..., Lead Generation, Customer Retention, Team Leadership, B2B, Marketing Communications, Product Management, Customer Service
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
CFP (not complete)
New York University 1990 — 1992
Diploma, Direct Marketing
Fairleigh Dickinson University 1980 — 1982
MBA, Business
Rochester Institute of Technology 1972 — 1979
AAS, BS, Printing Mgt, Photography
Rochester Institute of Technology 1973 — 1977
BS, Management
Don Bosco Tech 1969 — 1973
Diploma, Printing
New York University - Leonard N. Stern School of Business
Degree in Direct Marketing, Marketing
American Express October 1995 - Present
Jack Dunn Photography 1970 - 2009
BMG Columbia House January 1995 - October 1995
Devon Direct 1993 - January 1995
Devon Direct 1992 - 1995
Prentice Hall 1982 - 1988
First Boston 1982 - 1987
Skills
Potographer, Direct Marketing, Marketing, Customer Acquisition, Vendor Management, Strategic Partnerships, Six Sigma, New Business Development, Purchasing, Strategy, Public Speaking, Direct Mail, Marketing Strategy, Supply Chain Management, Team Building, Integrated Marketing, Sourcing, Leadership, Email Marketing, Logistics, Financial Services, Time Management, Digital Marketing, Process Improvement, Competitive Analysis, Analytics, CRM, Project Management, Cross-functional Team..., Management, Photography, Account Management, Relationship Management, Program Management, Strategic Planning, Business Process..., Lead Generation, Customer Retention, Team Leadership, B2B, Marketing Communications, Product Management, Customer Service
Education
New York University - Leonard N. Stern School of Business 1997 — 1999
CFP (not complete)
New York University 1990 — 1992
Diploma, Direct Marketing
Fairleigh Dickinson University 1980 — 1982
MBA, Business
Rochester Institute of Technology 1972 — 1979
AAS, BS, Printing Mgt, Photography
Rochester Institute of Technology 1973 — 1977
BS, Management
Don Bosco Tech 1969 — 1973
Diploma, Printing
New York University - Leonard N. Stern School of Business
Degree in Direct Marketing, Marketing
Ed Bierly Ed Bierly's First Boston Experience May 1985 - January 1991
Job IT Lead, Data Sciences
Industry Pharmaceuticals
Experience
quantumKDB January 2014 - July 2014
Millennium Partners 1991 - 2012
Molecular Tool February 1991 - November 1992
First Boston May 1985 - January 1991
SBLI USA January 1983 - February 1985
McKinsey & Company June 1982 - June 1984
Self Employed January 1975 - January 1983
Skills
k/q/kdb, database, Enterprise Architecture, Unix, Databases, Software Development, MySQL, Java, Sybase, Agile Methodologies, Microsoft SQL Server, SQL, Perl, Linux, Javascript, jQuery, mongoDB, node.js, Octave, Python, Awk, Sed, TaffyDB, Shell Scripting, Solaris, JavaScript, Trading Systems, KDB+, MongoDB, Node.js
Education
The Juilliard School 1970 — 1975
Bachelor of Music, Clarinet and Composition
quantumKDB January 2014 - July 2014
Millennium Partners 1991 - 2012
Molecular Tool February 1991 - November 1992
First Boston May 1985 - January 1991
SBLI USA January 1983 - February 1985
McKinsey & Company June 1982 - June 1984
Self Employed January 1975 - January 1983
Skills
k/q/kdb, database, Enterprise Architecture, Unix, Databases, Software Development, MySQL, Java, Sybase, Agile Methodologies, Microsoft SQL Server, SQL, Perl, Linux, Javascript, jQuery, mongoDB, node.js, Octave, Python, Awk, Sed, TaffyDB, Shell Scripting, Solaris, JavaScript, Trading Systems, KDB+, MongoDB, Node.js
Education
The Juilliard School 1970 — 1975
Bachelor of Music, Clarinet and Composition
Jonathan Lieber Jonathan Lieber's First Boston Experience 1987 - 1990
Job Senior Portfolio Manager at Catlin Insurance
Industry Financial Services
Experience
Catlin Insurance June 2012 - Present
Stifel Nicolaus February 2010 - June 2012
Countrywide February 2002 - February 2010
Prudential Securities July 1998 - November 2000
Chase Securities March 1995 - July 1998
JP Morgan May 1993 - March 1995
Equitable Life 1991 - 1993
First Boston 1987 - 1990
Skills
Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Finance
Catlin Insurance June 2012 - Present
Stifel Nicolaus February 2010 - June 2012
Countrywide February 2002 - February 2010
Prudential Securities July 1998 - November 2000
Chase Securities March 1995 - July 1998
JP Morgan May 1993 - March 1995
Equitable Life 1991 - 1993
First Boston 1987 - 1990
Skills
Bloomberg
Education
Carnegie Mellon University - Tepper School of Business 1985 — 1987
MBA, Finance
University of Pennsylvania - The Wharton School 1979 — 1983
BS Economics, Finance
Mark McCarthy Mark McCarthy's First Boston Experience 1985 - 1991
Job Managing Director at Morgan Stanley Wealth Management
Industry Financial Services
Experience
Morgan Stanley Wealth Management June 2009 - Present
Citi Smith Barney July 1997 - June 2009
First Boston 1985 - 1991
Skills
Wealth Management, Investment Advisory, Re-engineering, Investments, Mutual Funds, Securities, Offshoring, Financial Markets, Team Leadership, Alternative Investments, Financial Services, Portfolio Management, Fixed Income, Asset Management, Series 7, Series 63, Asset Managment, Capital Markets, Risk Management, Equities, Banking, FINRA, Investment Management
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Georgetown University 1971 — 1975
Bachelor of Science, Psychology
Morgan Stanley Wealth Management June 2009 - Present
Citi Smith Barney July 1997 - June 2009
First Boston 1985 - 1991
Skills
Wealth Management, Investment Advisory, Re-engineering, Investments, Mutual Funds, Securities, Offshoring, Financial Markets, Team Leadership, Alternative Investments, Financial Services, Portfolio Management, Fixed Income, Asset Management, Series 7, Series 63, Asset Managment, Capital Markets, Risk Management, Equities, Banking, FINRA, Investment Management
Education
Fordham Gabelli School of Business 1977 — 1980
MBA, Finance
Georgetown University 1971 — 1975
Bachelor of Science, Psychology
Alison Byron-Brown Alison Byron-Brown's First Boston Experience 1992 - 1993
Job Director, Managing Editor, Equity Research at BMO Capital Markets
Industry Financial Services
Experience
BMO Capital Markets May 2003 - Present
Goldman Sachs May 1999 - May 2003
JP Morgan January 1993 - May 1999
First Boston 1992 - 1993
Dillon, Read & Co. Inc. 1986 - 1992
Skills
Equities, Series 7, Equity Research, Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Series 63, Investments, Securities, Investment Banking, Valuation, FINRA, Alternative Investments
Education
Lycoming College 1973 — 1976
Bachelor of Arts (B.A.), Sociology/Anthropology
DePauw University 1972 — 1973
Manhasset High School
BMO Capital Markets May 2003 - Present
Goldman Sachs May 1999 - May 2003
JP Morgan January 1993 - May 1999
First Boston 1992 - 1993
Dillon, Read & Co. Inc. 1986 - 1992
Skills
Equities, Series 7, Equity Research, Capital Markets, Bloomberg, Fixed Income, Financial Modeling, Hedge Funds, Series 63, Investments, Securities, Investment Banking, Valuation, FINRA, Alternative Investments
Education
Lycoming College 1973 — 1976
Bachelor of Arts (B.A.), Sociology/Anthropology
DePauw University 1972 — 1973
Manhasset High School
Ron Forkin Ron Forkin's First Boston Experience 1984 - 1987
Job Director of Storage Engineering
Industry Health, Wellness and Fitness
Experience
CIGNA Healthcare 2011 - Present
International Computerware April 2008 - November 2011
EMC 2003 - 2008
StorageApps 2001 - 2002
PaineWebber 1987 - 2001
First Boston 1984 - 1987
Education
City University of New York
Wang
CIGNA Healthcare 2011 - Present
International Computerware April 2008 - November 2011
EMC 2003 - 2008
StorageApps 2001 - 2002
PaineWebber 1987 - 2001
First Boston 1984 - 1987
Education
City University of New York
Wang
Liz Miller, CFA & CFP Liz Miller, CFA & CFP's First Boston Experience 1989 - 1990
Job President, Summit Place Financial Advisors
Industry Financial Services
Experience
Summit Place Financial Advisors 2008 - Present
Trevor Stewart Burton & Jacobsen Inc. 1994 - 2008
OppenheimerFunds 1992 - 1994
First Boston 1989 - 1990
First Boston 1987 - 1989
Skills
Investments, Portfolio Management, Asset Allocation, Mergers & Acquisitions, Equities, Asset Management, Trading, Mutual Funds, Asset Managment, Alternative Investments, Financial Advisory, Investment Management, Strategic Financial..., Investment Advisory, Investment Strategies, Retirement Planning, Valuation
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Finance and Marketing
Columbia University 1990 — 1993
MA
Summit Place Financial Advisors 2008 - Present
Trevor Stewart Burton & Jacobsen Inc. 1994 - 2008
OppenheimerFunds 1992 - 1994
First Boston 1989 - 1990
First Boston 1987 - 1989
Skills
Investments, Portfolio Management, Asset Allocation, Mergers & Acquisitions, Equities, Asset Management, Trading, Mutual Funds, Asset Managment, Alternative Investments, Financial Advisory, Investment Management, Strategic Financial..., Investment Advisory, Investment Strategies, Retirement Planning, Valuation
Education
University of Pennsylvania - The Wharton School 1983 — 1987
BS, Finance and Marketing
Columbia University 1990 — 1993
MA
Jill Feinberg Smolen's First Boston Experience 1978 - 1982
Job Berkshire Hathaway Fox & Roach, REALTORS
Industry Real Estate
Experience
BHHS Fox Roach Realtors 2006 - Present
Jill Feinberg & Co. Inc. 1990 - 2006
Bear Stearns 1984 - 1989
Dillon Read Capital Management 1982 - 1984
First Boston 1978 - 1982
Bloomingdales 1977 - 1978
Education
Connecticut College 1972 — 1976
Bachelors of Art, Art History
Syosset High School
BHHS Fox Roach Realtors 2006 - Present
Jill Feinberg & Co. Inc. 1990 - 2006
Bear Stearns 1984 - 1989
Dillon Read Capital Management 1982 - 1984
First Boston 1978 - 1982
Bloomingdales 1977 - 1978
Education
Connecticut College 1972 — 1976
Bachelors of Art, Art History
Syosset High School
Chris Reutershan Chris Reutershan's First Boston Experience January 1985 - October 1987
Job Senior Vice President Group Executive at DTZ, a UGL Company
Industry Real Estate
Experience
DTZ, a UGL Company September 2007 - Present
UGL Services - Equis Operations 2007 - Present
GSA Public Buildings Service December 2003 - December 2006
Concord Partners January 1996 - November 2003
Christopher Reutershan & Associates 1991 - 1996
CarrAmerica January 1988 - September 1991
First Boston January 1985 - October 1987
The Chase Manhattan Bank February 1975 - July 1984
Skills
Real Estate Development, Entitlements, Asset Managment, Budgets, Risk Management, Green Building, Comprehensive Planning, Project Finance, Incentives, Corporate Real Estate, Real Estate, Government Leasing, Project Management, General Management, Financial Analysis, Financial Modeling, Strategic Planning, Corporate Finance, Non-profits, Institutions, Finance & Real Estate..., Business Analysis, Management, Asset Management, Leadership, Investment Properties, Nonprofits, Business Development, Acquisitions, Portfolio Management, Real Estate Economics, Tenant Representation, Tenant, Development Management, Lease Negotiations, Commercial Real Estate, Location Intelligence, Brokerage, Lease Administration, Transaction Management, Commercial Real Estate..., Facilities Management, Property Management, Due Diligence, Landlords, Real Estate Financing, Vendor Relationship..., Business Relationship...
Education
New York University - Leonard N. Stern School of Business 1978 — 1984
MBA, Finance
Colgate University 1970 — 1974
AB, Economics
DTZ, a UGL Company September 2007 - Present
UGL Services - Equis Operations 2007 - Present
GSA Public Buildings Service December 2003 - December 2006
Concord Partners January 1996 - November 2003
Christopher Reutershan & Associates 1991 - 1996
CarrAmerica January 1988 - September 1991
First Boston January 1985 - October 1987
The Chase Manhattan Bank February 1975 - July 1984
Skills
Real Estate Development, Entitlements, Asset Managment, Budgets, Risk Management, Green Building, Comprehensive Planning, Project Finance, Incentives, Corporate Real Estate, Real Estate, Government Leasing, Project Management, General Management, Financial Analysis, Financial Modeling, Strategic Planning, Corporate Finance, Non-profits, Institutions, Finance & Real Estate..., Business Analysis, Management, Asset Management, Leadership, Investment Properties, Nonprofits, Business Development, Acquisitions, Portfolio Management, Real Estate Economics, Tenant Representation, Tenant, Development Management, Lease Negotiations, Commercial Real Estate, Location Intelligence, Brokerage, Lease Administration, Transaction Management, Commercial Real Estate..., Facilities Management, Property Management, Due Diligence, Landlords, Real Estate Financing, Vendor Relationship..., Business Relationship...
Education
New York University - Leonard N. Stern School of Business 1978 — 1984
MBA, Finance
Colgate University 1970 — 1974
AB, Economics
Jo Anne Bruehert Jo Anne Bruehert's First Boston Experience 1984 - April 1988
Job Independent Avon Representative & Recruiter
Industry Retail
Experience
Avon March 1992 - Present
Merrill Lynch August 1991 - April 1996
MetLife February 1989 - August 1990
Continental Insurance April 1988 - February 1989
First Boston 1984 - April 1988
Skills
Skin Care, Fragrance, Cosmetics, Retail, Beauty Industry, Gifts, Small Business, Sales, Marketing, Direct Sales, Makeup Artistry, Home Based Business, Hair Care, Public Speaking, Gift Baskets, Personal Care, Customer Service, Microsoft Office, Beauty, Team Building, Social Networking, Leadership
Education
Pace University 1981 — 1985
Bachelor of Business Administration (BBA)
Avon March 1992 - Present
Merrill Lynch August 1991 - April 1996
MetLife February 1989 - August 1990
Continental Insurance April 1988 - February 1989
First Boston 1984 - April 1988
Skills
Skin Care, Fragrance, Cosmetics, Retail, Beauty Industry, Gifts, Small Business, Sales, Marketing, Direct Sales, Makeup Artistry, Home Based Business, Hair Care, Public Speaking, Gift Baskets, Personal Care, Customer Service, Microsoft Office, Beauty, Team Building, Social Networking, Leadership
Education
Pace University 1981 — 1985
Bachelor of Business Administration (BBA)
Daniel Naccarella's First Boston Experience 1988 - 1991
Job Chief Financial Officer at Anderson Global Macro LLC
Industry Investment Management
Experience
Anderson Global Macro LLC May 2012 - Present
Discovery Americas July 2006 - July 2012
Atlas Discovery Capital, LLC July 2006 - July 2012
Muzinich & Co January 1999 - July 2003
Paloma Partners July 1991 - February 1998
first boston 1988 - 1991
Skills
Equities, Asset Managment, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Private Equity, Investment Management, Risk Management, Financial Modeling, Financial Markets, Options, Fund Of Funds, Valuation, Investment Banking, Emerging Markets, Derivatives, FX Options, Hedging, Equity Research, Trading, Bonds, Financial Structuring, Investments, Investor Relations, Investment Strategies, Asset Allocation, Portfolio Management, Structured Products, Commodity, Equity Derivatives, Trading Systems, Structured Finance, Equity Trading, Swaps, Credit Derivatives, Securities
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Columbia University in the City of New York 1981 — 1985
BS, Mathematical Statistics and Probability
bronx high school of science 1977 — 1981
Anderson Global Macro LLC May 2012 - Present
Discovery Americas July 2006 - July 2012
Atlas Discovery Capital, LLC July 2006 - July 2012
Muzinich & Co January 1999 - July 2003
Paloma Partners July 1991 - February 1998
first boston 1988 - 1991
Skills
Equities, Asset Managment, Hedge Funds, Alternative Investments, Capital Markets, Fixed Income, Asset Management, Bloomberg, Private Equity, Investment Management, Risk Management, Financial Modeling, Financial Markets, Options, Fund Of Funds, Valuation, Investment Banking, Emerging Markets, Derivatives, FX Options, Hedging, Equity Research, Trading, Bonds, Financial Structuring, Investments, Investor Relations, Investment Strategies, Asset Allocation, Portfolio Management, Structured Products, Commodity, Equity Derivatives, Trading Systems, Structured Finance, Equity Trading, Swaps, Credit Derivatives, Securities
Education
Fordham Gabelli School of Business 1988 — 1991
MBA, Finance
Columbia University in the City of New York 1981 — 1985
BS, Mathematical Statistics and Probability
bronx high school of science 1977 — 1981
Alan Light's First Boston Experience 1987 - 1987
Job Executive Director at JPMorgan Chase & Co.
Industry Financial Services
Experience
JPMorgan Chase & Co. January 2012 - Present
Bank of America August 2010 - November 2011
Royal Bank of Scotland (formerly RBS Greenwich Capital, formerly Greenwich Capital Markets, Inc.) July 1996 - August 2010
Wall St. Data Systems 1993 - 1996
EJV Partners 1991 - 1992
Telekurs North America 1987 - 1992
Standard & Poor's 1987 - 1989
First Boston 1987 - 1987
IMNET 1985 - 1986
Bell Laboratories 1984 - 1985
Skills
Risk Management, Data Acquisition, Data Management, Compliance, Data Quality Control, Fixed Income, ETL, Data Reconciliation, Trading Systems, Investment Banking, Derivatives, Capital Markets, Financial Risk, Equities, Portfolio Management, MBS, Hedge Funds, Perl, Project Management, Python, Asset Managment, Java Enterprise Edition, Application Architecture, Migration Projects, Technology Management, Professional Mentoring, Global Talent..., Cross Functional Team..., Global Teams, Information Architecture
Education
Brandeis University 1980 — 1984
BA, with honors, Computer Science
JPMorgan Chase & Co. January 2012 - Present
Bank of America August 2010 - November 2011
Royal Bank of Scotland (formerly RBS Greenwich Capital, formerly Greenwich Capital Markets, Inc.) July 1996 - August 2010
Wall St. Data Systems 1993 - 1996
EJV Partners 1991 - 1992
Telekurs North America 1987 - 1992
Standard & Poor's 1987 - 1989
First Boston 1987 - 1987
IMNET 1985 - 1986
Bell Laboratories 1984 - 1985
Skills
Risk Management, Data Acquisition, Data Management, Compliance, Data Quality Control, Fixed Income, ETL, Data Reconciliation, Trading Systems, Investment Banking, Derivatives, Capital Markets, Financial Risk, Equities, Portfolio Management, MBS, Hedge Funds, Perl, Project Management, Python, Asset Managment, Java Enterprise Edition, Application Architecture, Migration Projects, Technology Management, Professional Mentoring, Global Talent..., Cross Functional Team..., Global Teams, Information Architecture
Education
Brandeis University 1980 — 1984
BA, with honors, Computer Science
Doreen Marino's First Boston Experience 1986 - 1992
Job High Trust Relations Business Advisor
Industry Insurance
Experience
Forest Hills Financial Group March 2014 - Present
Aflac May 2011 - Present
UBS Securities Co., Ltd September 1994 - November 1998
IDS 1992 - 1994
First Boston 1986 - 1992
Skills
Strategic Financial..., Management, Training, Marketing, Customer Service, Small Business, Cold Calling, Valuation, Team Building, Financial Analysis, Strategic Planning, Finance, Sales
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 1998
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1986 — 1990
Bachelor of Science (BS), Quantitative Analysis
St. Francis Prep 1979 — 1982
College Prep School, Accounting and Business/Management
cafe networking
cafe networking
Forest Hills Financial Group March 2014 - Present
Aflac May 2011 - Present
UBS Securities Co., Ltd September 1994 - November 1998
IDS 1992 - 1994
First Boston 1986 - 1992
Skills
Strategic Financial..., Management, Training, Marketing, Customer Service, Small Business, Cold Calling, Valuation, Team Building, Financial Analysis, Strategic Planning, Finance, Sales
Education
Saint John's University - Peter J. Tobin College of Business 1996 — 1998
MBA, Finance
Saint John's University - Peter J. Tobin College of Business 1986 — 1990
Bachelor of Science (BS), Quantitative Analysis
St. Francis Prep 1979 — 1982
College Prep School, Accounting and Business/Management
cafe networking
cafe networking
Rose Cohen Rose Cohen's First Boston Experience December 1985 - February 1989
Job Treasurer, Millwood Fire District
Industry Financial Services
Experience
Millwood Fire District February 2011 - Present
Golden's Bridge Fire District September 2013 - April 2014
Goldens Bridge Fire District July 2005 - September 2013
Pinnacle Associates March 2000 - February 2004
Pentegra Retirement Services September 1996 - August 1997
First Boston December 1985 - February 1989
The Signal Companies, Inc. June 1983 - December 1985
Skills
Cash Management, Microsoft Office, QuickBooks, Investments, Portfolio Management, Accounting, Forecasting, Budget
Education
San Diego State University-California State University 1981 — 1983
MBA
University of California, San Diego 1973 — 1978
BA
Millwood Fire District February 2011 - Present
Golden's Bridge Fire District September 2013 - April 2014
Goldens Bridge Fire District July 2005 - September 2013
Pinnacle Associates March 2000 - February 2004
Pentegra Retirement Services September 1996 - August 1997
First Boston December 1985 - February 1989
The Signal Companies, Inc. June 1983 - December 1985
Skills
Cash Management, Microsoft Office, QuickBooks, Investments, Portfolio Management, Accounting, Forecasting, Budget
Education
San Diego State University-California State University 1981 — 1983
MBA
University of California, San Diego 1973 — 1978
BA
Chris Suozzi Chris Suozzi's First Boston Experience 1983 - 1993
Job Sales Trader
Industry Financial Services
Experience
First Nationwide Title March 2014 - Present
Burke and Quick Partners April 2013 - October 2013
CREDIT-SUISSE 2000 - 2012
ING BARINGS 1997 - 2000
BEAR STEARNS 1993 - 1997
FIRST BOSTON 1983 - 1993
Skills
Bloomberg Terminal, series 9 and 10, Series 7, Series 63, series 55, algorithmic trading
Education
Providence College
First Nationwide Title March 2014 - Present
Burke and Quick Partners April 2013 - October 2013
CREDIT-SUISSE 2000 - 2012
ING BARINGS 1997 - 2000
BEAR STEARNS 1993 - 1997
FIRST BOSTON 1983 - 1993
Skills
Bloomberg Terminal, series 9 and 10, Series 7, Series 63, series 55, algorithmic trading
Education
Providence College
Patrick F. Donovan Patrick F. Donovan's First Boston Experience August 1985 - December 1994
Job Financial Advisor at Merrill Lynch with 27 years Wall Street experience
Industry Financial Services
Experience
Merrill Lynch March 2007 - Present
Maxcor Financial Group July 1996 - May 2005
Dain Bosworth January 1995 - July 1996
First Boston August 1985 - December 1994
Odell, Roper and Associates May 1983 - July 1985
Education
The Catholic University of America 1982 — 1984
M.A., Politics
Hillsdale College 1978 — 1982
BA, History and Political Economy
South Side High School, Rockville Centre, NY 1975 — 1978
Merrill Lynch March 2007 - Present
Maxcor Financial Group July 1996 - May 2005
Dain Bosworth January 1995 - July 1996
First Boston August 1985 - December 1994
Odell, Roper and Associates May 1983 - July 1985
Education
The Catholic University of America 1982 — 1984
M.A., Politics
Hillsdale College 1978 — 1982
BA, History and Political Economy
South Side High School, Rockville Centre, NY 1975 — 1978
Jorge A. Valdes-Rodriguez, CLU Jorge A. Valdes-Rodriguez, CLU's First Boston Experience 1985 - 1986
Job Managing Director at LifeCapital Partners
Industry Financial Services
Experience
LifeCapital Partners January 2013 - Present
AXA Advisors, LLC October 1988 - Present
McKiege & Company 1987 - February 1988
First Boston 1985 - 1986
Skills
Retirement Planning, Strategic Financial..., Disability Insurance..., Life Insurance Analysis, Wealth Management..., Long Term Care...
Education
The American College
Chartered Life Underwriter, Insurance
Fordham University 1981 — 1985
BS in Business Administration, Dual Concentrations in Finance and Economics
LifeCapital Partners January 2013 - Present
AXA Advisors, LLC October 1988 - Present
McKiege & Company 1987 - February 1988
First Boston 1985 - 1986
Skills
Retirement Planning, Strategic Financial..., Disability Insurance..., Life Insurance Analysis, Wealth Management..., Long Term Care...
Education
The American College
Chartered Life Underwriter, Insurance
Fordham University 1981 — 1985
BS in Business Administration, Dual Concentrations in Finance and Economics
Ed Lewandowski Ed Lewandowski's First Boston Experience February 1984 - January 1987
Job Director, Information Technology
Industry Publishing
Experience
Macmillan November 2003 - Present
Pearson Education February 1998 - December 2002
Pearson Education March 1995 - February 1998
Simon and Schuster February 1987 - March 1995
First Boston February 1984 - January 1987
ACS 1981 - 1983
Manufacturers Hanover Trust 1980 - 1981
ABC Television 1978 - 1981
Skills
Ebooks, Publishing, Books, Content Management, Online Publishing, SDLC, IT Management, Management, Academic Publishing, Project Management, E-commerce, Web Content, Content Strategy, Software Development, Content Development, Vendor Management, IT Strategy, Metadata, Enterprise Architecture, CRM, Outsourcing, Business Analysis
Education
Dominican College of Blauvelt 1990 — 1995
BS, Computer Science
Rutgers University-New Brunswick 1974 — 1978
Macmillan November 2003 - Present
Pearson Education February 1998 - December 2002
Pearson Education March 1995 - February 1998
Simon and Schuster February 1987 - March 1995
First Boston February 1984 - January 1987
ACS 1981 - 1983
Manufacturers Hanover Trust 1980 - 1981
ABC Television 1978 - 1981
Skills
Ebooks, Publishing, Books, Content Management, Online Publishing, SDLC, IT Management, Management, Academic Publishing, Project Management, E-commerce, Web Content, Content Strategy, Software Development, Content Development, Vendor Management, IT Strategy, Metadata, Enterprise Architecture, CRM, Outsourcing, Business Analysis
Education
Dominican College of Blauvelt 1990 — 1995
BS, Computer Science
Rutgers University-New Brunswick 1974 — 1978
Charles Wu Charles Wu's First Boston Experience 1987 - 1990
Job
Industry Venture Capital & Private Equity
Experience
Aventech Capital 2009 - Present
Panasonic 2009 - 2011
Meltwater Group 2008 - 2010
UC Berkeley - Haas School of Business 2004 - 2010
TianDi Growth Capital 2005 - 2007
Panasonic Ventures 1998 - 2004
Vertex Venture Holdings 1991 - 1998
RSA Data Security 1990 - 1991
First Boston 1987 - 1990
Skills
Entrepreneurship, SaaS, Venture Capital, Private Equity, New Business Development, Due Diligence, Management, Investment Banking, Start-ups, Business Strategy, Strategic Planning, Corporate Development, Strategic Partnerships, Strategy, Product Management, Strategic Thinking, Investments, Mergers & Acquisitions, Leadership, Management Consulting, Executive Management, Competitive Analysis, Product Marketing, Go-to-market Strategy, Business Development
Education
Stanford Graduate School of Business 1985 — 1987
MBA
Massachusetts Institute of Technology 1978 — 1982
BS
Aventech Capital 2009 - Present
Panasonic 2009 - 2011
Meltwater Group 2008 - 2010
UC Berkeley - Haas School of Business 2004 - 2010
TianDi Growth Capital 2005 - 2007
Panasonic Ventures 1998 - 2004
Vertex Venture Holdings 1991 - 1998
RSA Data Security 1990 - 1991
First Boston 1987 - 1990
Skills
Entrepreneurship, SaaS, Venture Capital, Private Equity, New Business Development, Due Diligence, Management, Investment Banking, Start-ups, Business Strategy, Strategic Planning, Corporate Development, Strategic Partnerships, Strategy, Product Management, Strategic Thinking, Investments, Mergers & Acquisitions, Leadership, Management Consulting, Executive Management, Competitive Analysis, Product Marketing, Go-to-market Strategy, Business Development
Education
Stanford Graduate School of Business 1985 — 1987
MBA
Massachusetts Institute of Technology 1978 — 1982
BS
Robert S. Bindiger Robert S. Bindiger's First Boston Experience 1987 - 1992
Job Director of Application Development at Standard & Poor's
Industry Information Technology and Services
Experience
Standard & Poor's Capital IQ/McGraw-Hill Financial May 2003 - Present
JPMorgan Chase 2000 - 2002
UBS 1993 - 2000
Dow Jones Telerate 1992 - 1993
First Boston 1987 - 1992
Morgan Stanley 1986 - 1987
AM Varityper 1983 - 1986
Skills
Unix Shell Scripting, Java software..., Oracle SQL, Web Services, Solaris, XML, Web Applications, Linux, JavaScript, HTML, Trading Systems, Sybase, Low Latency, Market Data, Product Management, Consulting
Education
Polytechnic University 1983 — 1985
Masters-Level Course Study, Computer Science
Queens College 1978 — 1982
BS, Computer Science
Standard & Poor's Capital IQ/McGraw-Hill Financial May 2003 - Present
JPMorgan Chase 2000 - 2002
UBS 1993 - 2000
Dow Jones Telerate 1992 - 1993
First Boston 1987 - 1992
Morgan Stanley 1986 - 1987
AM Varityper 1983 - 1986
Skills
Unix Shell Scripting, Java software..., Oracle SQL, Web Services, Solaris, XML, Web Applications, Linux, JavaScript, HTML, Trading Systems, Sybase, Low Latency, Market Data, Product Management, Consulting
Education
Polytechnic University 1983 — 1985
Masters-Level Course Study, Computer Science
Queens College 1978 — 1982
BS, Computer Science
Michael Blumstein Michael Blumstein's First Boston Experience May 1985 - April 1991
Job Chief Financial Officer at Oak Hill Advisors, L.P.
Industry Information Services
Experience
Oak Hill Advisors, L.P. April 2013 - Present
Argus Information and Advisory Services November 2011 - April 2013
Gerson Lehrman Group June 2004 - November 2011
Morgan Stanley April 1991 - June 2004
First Boston May 1985 - April 1991
New York Times June 1983 - May 1985
The Miami Herald February 1979 - July 1981
United Press International January 1977 - February 1979
Education
Harvard Business School 1981 — 1983
MBA
Brown University 1974 — 1978
AB, Economics
Scarsdale High School
Oak Hill Advisors, L.P. April 2013 - Present
Argus Information and Advisory Services November 2011 - April 2013
Gerson Lehrman Group June 2004 - November 2011
Morgan Stanley April 1991 - June 2004
First Boston May 1985 - April 1991
New York Times June 1983 - May 1985
The Miami Herald February 1979 - July 1981
United Press International January 1977 - February 1979
Education
Harvard Business School 1981 — 1983
MBA
Brown University 1974 — 1978
AB, Economics
Scarsdale High School
James Caulfield's First Boston Experience January 1995 - September 1996
Job Executive Vice President, Chief Risk Officer New York Branch at Mitsubishi UFJ Trust and Banking Corporation
Industry Banking
Experience
Mitsubishi UFJ Trust & Banking Corporation June 2014 - Present
BP August 2013 - March 2014
BP January 2011 - August 2013
BP July 2007 - January 2011
Agland Partners, LLC September 2006 - May 2007
Ritchie Capital Management August 2003 - August 2006
Bank of America July 1997 - June 2003
UBS 1996 - 1997
First Boston January 1995 - September 1996
ABN AMRO 1987 - 1994
Skills
Credit Risk, Market Risk, Operational Risk, Trading, Derivatives, Enterprise Risk..., Commodity Markets, Options, Hedging, Portfolio Management, Risk Management, Hedge Funds, Credit Trading, Fixed Income Trading, Equity Trading, Interest Rate...
Education
University of Chicago Graduate School of Business
MBA, Stats and Accounting
Georgetown University School of Foreign Service
BS Foreign Service, International Finance and Trade
Mitsubishi UFJ Trust & Banking Corporation June 2014 - Present
BP August 2013 - March 2014
BP January 2011 - August 2013
BP July 2007 - January 2011
Agland Partners, LLC September 2006 - May 2007
Ritchie Capital Management August 2003 - August 2006
Bank of America July 1997 - June 2003
UBS 1996 - 1997
First Boston January 1995 - September 1996
ABN AMRO 1987 - 1994
Skills
Credit Risk, Market Risk, Operational Risk, Trading, Derivatives, Enterprise Risk..., Commodity Markets, Options, Hedging, Portfolio Management, Risk Management, Hedge Funds, Credit Trading, Fixed Income Trading, Equity Trading, Interest Rate...
Education
University of Chicago Graduate School of Business
MBA, Stats and Accounting
Georgetown University School of Foreign Service
BS Foreign Service, International Finance and Trade
Christopher Wrenn, CPA Christopher Wrenn, CPA's First Boston Experience May 1985 - September 1988
Job Senior Principal at Promontory Financial Group
Industry Financial Services
Experience
Promontory Financial Group, LLC 2015 - Present
IQPC 2011 - December 2013
True North Partners, LLC July 2007 - October 2010
HypoVereinsbank - UniCredit Bank AG May 1997 - November 2006
S.G. Warburg/Swiss Bank/UBS October 1988 - December 1996
First Boston May 1985 - September 1988
Paine Webber June 1983 - May 1985
Union Pacific October 1982 - June 1983
Price Waterhouse August 1978 - October 1982
Skills
Risk Management, Mergers, Vendor Management, Capital Markets, Management, Budgets, Project Management, Strategic Planning, Banking, Integration, Leadership, Mergers & Acquisitions, Asset Management, Internal Controls, Auditing, Negotiation, Hedge Funds, Accounting, Financial Services, Restructuring, Finance, Strategic Leadership, Product Development, Portfolio Management, Securities, Strategy, Management Consulting, Investments, Private Equity, Corporate Finance, Analysis, Investment Banking, Alternative Investments, Due Diligence, Equities, Start-ups, Executive Management, Financial Risk, Fixed Income, Financial Modeling, Financial Analysis, Business Strategy, Derivatives
Education
Saint Michael's College 1974 — 1978
BA, Business Administration
St. Thomas Aquinas HS
Promontory Financial Group, LLC 2015 - Present
IQPC 2011 - December 2013
True North Partners, LLC July 2007 - October 2010
HypoVereinsbank - UniCredit Bank AG May 1997 - November 2006
S.G. Warburg/Swiss Bank/UBS October 1988 - December 1996
First Boston May 1985 - September 1988
Paine Webber June 1983 - May 1985
Union Pacific October 1982 - June 1983
Price Waterhouse August 1978 - October 1982
Skills
Risk Management, Mergers, Vendor Management, Capital Markets, Management, Budgets, Project Management, Strategic Planning, Banking, Integration, Leadership, Mergers & Acquisitions, Asset Management, Internal Controls, Auditing, Negotiation, Hedge Funds, Accounting, Financial Services, Restructuring, Finance, Strategic Leadership, Product Development, Portfolio Management, Securities, Strategy, Management Consulting, Investments, Private Equity, Corporate Finance, Analysis, Investment Banking, Alternative Investments, Due Diligence, Equities, Start-ups, Executive Management, Financial Risk, Fixed Income, Financial Modeling, Financial Analysis, Business Strategy, Derivatives
Education
Saint Michael's College 1974 — 1978
BA, Business Administration
St. Thomas Aquinas HS
Bret Schlussman Bret Schlussman's First Boston Experience August 1985 - September 1986
Job Founder & CTO at mibi, Inc.
Industry Computer Software
Experience
mibi, Inc. March 2014 - Present
Netlogic Inc. September 1987 - Present
CUNY Institute for Software Design and Development January 2006 - Present
Academy of St. Josephs September 2008 - Present
NYSIA 2000 - 2007
qbt 1997 - 2005
Multex Inc September 1986 - September 1987
First Boston August 1985 - September 1986
American Express July 1983 - August 1985
Skills
Automation, Cloud Computing, Software Development, Start-ups, Mobile, C++, SaaS, Mobile Devices, Software Engineering, Web Development, Integration, Account Management, E-commerce, Windows, Agile Methodologies, Management, Team Leadership, XML, Business Development, Software Design, Product Management, Scrum, Project Management, Linux, Analytics, Leadership, Architecture, Mobile Applications, Perl, System Architecture, Software Project..., Strategic Partnerships, Enterprise Software, Web Applications, Distributed Systems, Business Intelligence, Strategy, Unix, Enterprise Architecture, Security, OOP, Computer Security, Open Source, Agile Project Management, C, New Venture Development, Technical Leadership, Architectures
Education
New York University - Center for Global Affairs 2012 — 2014
M.S. Candidate, Global Affairs, Transnational Security
New York University 2006 — 2011
B.A., International Studies
mibi, Inc. March 2014 - Present
Netlogic Inc. September 1987 - Present
CUNY Institute for Software Design and Development January 2006 - Present
Academy of St. Josephs September 2008 - Present
NYSIA 2000 - 2007
qbt 1997 - 2005
Multex Inc September 1986 - September 1987
First Boston August 1985 - September 1986
American Express July 1983 - August 1985
Skills
Automation, Cloud Computing, Software Development, Start-ups, Mobile, C++, SaaS, Mobile Devices, Software Engineering, Web Development, Integration, Account Management, E-commerce, Windows, Agile Methodologies, Management, Team Leadership, XML, Business Development, Software Design, Product Management, Scrum, Project Management, Linux, Analytics, Leadership, Architecture, Mobile Applications, Perl, System Architecture, Software Project..., Strategic Partnerships, Enterprise Software, Web Applications, Distributed Systems, Business Intelligence, Strategy, Unix, Enterprise Architecture, Security, OOP, Computer Security, Open Source, Agile Project Management, C, New Venture Development, Technical Leadership, Architectures
Education
New York University - Center for Global Affairs 2012 — 2014
M.S. Candidate, Global Affairs, Transnational Security
New York University 2006 — 2011
B.A., International Studies
Brian Paul Brian Paul's First Boston Experience July 1990 - July 1993
Job Managing Director at Tenaya Capital
Industry Venture Capital & Private Equity
Experience
Tenaya Capital February 2009 - Present
Lehman Bothers Venture Partners November 1999 - February 2009
Lehman Brothers July 1994 - November 1999
First Boston July 1990 - July 1993
Education
Northwestern University - Kellogg School of Management 1994 — 1994
MBA, Finance
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Finance
Milton Academy 1981 — 1986
Tenaya Capital February 2009 - Present
Lehman Bothers Venture Partners November 1999 - February 2009
Lehman Brothers July 1994 - November 1999
First Boston July 1990 - July 1993
Education
Northwestern University - Kellogg School of Management 1994 — 1994
MBA, Finance
University of Pennsylvania - The Wharton School 1986 — 1990
BS, Finance
Milton Academy 1981 — 1986
Jim Rutherfurd Jim Rutherfurd's First Boston Experience May 1986 - February 1993
Job
Industry Financial Services
Experience
Pine Brook Road Partners February 2015 - Present
3i Corporation April 2010 - June 2014
Veronis Suhler Stevenson, LLC January 1999 - April 2010
JP Morgan March 1993 - December 1998
First Boston May 1986 - February 1993
Rogers & Wells 1981 - 1986
Education
University of Virginia School of Law 1978 — 1981
JD, Law
Princeton University 1974 — 1978
BA, Near Eastern Studies, Summa cum laude
St. Paul's School, Concord, NH 1970 — 1974
High School, Magna cum laude
Pine Brook Road Partners February 2015 - Present
3i Corporation April 2010 - June 2014
Veronis Suhler Stevenson, LLC January 1999 - April 2010
JP Morgan March 1993 - December 1998
First Boston May 1986 - February 1993
Rogers & Wells 1981 - 1986
Education
University of Virginia School of Law 1978 — 1981
JD, Law
Princeton University 1974 — 1978
BA, Near Eastern Studies, Summa cum laude
St. Paul's School, Concord, NH 1970 — 1974
High School, Magna cum laude
John Waller John Waller's First Boston Experience May 1991 - June 1995
Job Managing Director, Plaisance Advisors
Industry Investment Banking
Experience
Plaisance Advisors April 2010 - Present
Fort Dearborn Advisors September 2006 - April 2010
Sucsy, Fischer & Company/Pacific Advisory Group of America December 2003 - September 2006
Lincoln International October 1996 - December 2003
JTT Poland 1995 - 1996
First Boston May 1991 - June 1995
KPMG US September 1989 - May 1991
Skills
Mergers, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Due Diligence, Corporate Development, Capital Raising, Mergers & Acquisitions, Divestitures, Equities, Acquisitions, Leveraged Finance, Investments, Strategy, Management, Private Equity, Financial Analysis
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA, Finance, International Business and Accounting
University of Iowa 1985 — 1989
BBA, Accounting
Plaisance Advisors April 2010 - Present
Fort Dearborn Advisors September 2006 - April 2010
Sucsy, Fischer & Company/Pacific Advisory Group of America December 2003 - September 2006
Lincoln International October 1996 - December 2003
JTT Poland 1995 - 1996
First Boston May 1991 - June 1995
KPMG US September 1989 - May 1991
Skills
Mergers, Valuation, Corporate Finance, Investment Banking, Financial Modeling, Due Diligence, Corporate Development, Capital Raising, Mergers & Acquisitions, Divestitures, Equities, Acquisitions, Leveraged Finance, Investments, Strategy, Management, Private Equity, Financial Analysis
Education
The University of Chicago - Booth School of Business 1993 — 1995
MBA, Finance, International Business and Accounting
University of Iowa 1985 — 1989
BBA, Accounting
Glenn Kaufman Glenn Kaufman's First Boston Experience January 1986 - December 1986
Job Member Board of Directors at Museum of American Finance
Industry Investment Management
Experience
Museum of American Finance January 2013 - Present
Grassroots Environmental Education 2006 - Present
Family Office January 2001 - Present
Corporate Alumni Inc January 1998 - January 2005
FTP Software January 1996 - December 1997
Lotus Development January 1992 - December 1995
HEM Pharmaceuticals June 1987 - August 1988
First Boston January 1986 - December 1986
Hewlett-Packard 1984 - 1986
Skills
Business Development, Financial Analysis, Product Development, Social Networking, Equities, Start-ups, Finance, Hedging, Private Equity, Venture Capital, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1986 — 1989
MBA
University of Pennsylvania 1980 — 1984
BSE
Museum of American Finance January 2013 - Present
Grassroots Environmental Education 2006 - Present
Family Office January 2001 - Present
Corporate Alumni Inc January 1998 - January 2005
FTP Software January 1996 - December 1997
Lotus Development January 1992 - December 1995
HEM Pharmaceuticals June 1987 - August 1988
First Boston January 1986 - December 1986
Hewlett-Packard 1984 - 1986
Skills
Business Development, Financial Analysis, Product Development, Social Networking, Equities, Start-ups, Finance, Hedging, Private Equity, Venture Capital, Hedge Funds
Education
University of Pennsylvania - The Wharton School 1986 — 1989
MBA
University of Pennsylvania 1980 — 1984
BSE
Sally Saltzbart Minier Sally Saltzbart Minier's First Boston Experience 1986 - 1989
Job Head of Office Administration
Industry Hospitality
Experience
Jane Street Capital January 2012 - Present
Sweet Sally's Bakeshop January 2009 - December 2014
Barclays Capital November 2007 - December 2008
Lehman Brothers 2003 - 2007
Goldman Sachs July 1998 - February 2003
Viacom June 1993 - June 1998
The Ritz-Carlton Hotel Company LLC 1989 - 1991
First Boston 1986 - 1989
Skills
Cross-functional Team...
Education
New York University 1993 — 1995
M.S., Hospitality Industry Studies
Wellesley College 1982 — 1986
BA, Economics
Williams College 1984 — 1985
Economics
Jane Street Capital January 2012 - Present
Sweet Sally's Bakeshop January 2009 - December 2014
Barclays Capital November 2007 - December 2008
Lehman Brothers 2003 - 2007
Goldman Sachs July 1998 - February 2003
Viacom June 1993 - June 1998
The Ritz-Carlton Hotel Company LLC 1989 - 1991
First Boston 1986 - 1989
Skills
Cross-functional Team...
Education
New York University 1993 — 1995
M.S., Hospitality Industry Studies
Wellesley College 1982 — 1986
BA, Economics
Williams College 1984 — 1985
Economics
Jack Israel's First Boston Experience 1987 - 1995
Job
Industry Investment Banking
Experience
Peregrine Systems 2000 - 2002
Fidelity Investments July 1994 - December 1999
First Boston 1987 - 1995
Imnet 1985 - 1987
International MarketNet 1984 - 1987
Skills
Fixed Income, Investment Banking, ITIL Certified, Data Center, Middle Office, Derivatives, Equities, Prime Brokerage, Change Management
Education
Pace University 1968 — 1972
Brooklyn Tech 1962 — 1966
Academic Diploma, Industrial Design
Peregrine Systems 2000 - 2002
Fidelity Investments July 1994 - December 1999
First Boston 1987 - 1995
Imnet 1985 - 1987
International MarketNet 1984 - 1987
Skills
Fixed Income, Investment Banking, ITIL Certified, Data Center, Middle Office, Derivatives, Equities, Prime Brokerage, Change Management
Education
Pace University 1968 — 1972
Brooklyn Tech 1962 — 1966
Academic Diploma, Industrial Design
Victor Manganiello's First Boston Experience
Job Owner, First Boston
Industry Banking
Experience
First Boston
Skills
Mortgage Lending, Loans, Mortgage Banking, Refinance, Investment Properties, Banking, Commercial Mortgages, Credit, Investments, Real Estate, Real Estate Economics, Real Estate Financing, Sales, Sellers
Education
Curry College 1982 — 1986
First Boston
Skills
Mortgage Lending, Loans, Mortgage Banking, Refinance, Investment Properties, Banking, Commercial Mortgages, Credit, Investments, Real Estate, Real Estate Economics, Real Estate Financing, Sales, Sellers
Education
Curry College 1982 — 1986
Robert Rybalkiewicz's First Boston Experience 1991 - 1999
Job AVP at Merrill Lynch
Industry Information Technology and Services
Experience
Merrill Lynch AVPCredit Suisse1993 - 1999
First Boston 1991 - 1999
Skills
Fixed Income, SDLC, Investment Banking, Requirements Analysis, Equities, Trading Systems, Business Analysis, SQL, Prime Brokerage, Software Project...
Education
Poznan University of Technology 1982 — 1988
Zespol Szkol Elektronicznych 1978 — 1982
Merrill Lynch AVPCredit Suisse1993 - 1999
First Boston 1991 - 1999
Skills
Fixed Income, SDLC, Investment Banking, Requirements Analysis, Equities, Trading Systems, Business Analysis, SQL, Prime Brokerage, Software Project...
Education
Poznan University of Technology 1982 — 1988
Zespol Szkol Elektronicznych 1978 — 1982
Alla Piltser's First Boston Experience 1988 - 1990
Job Head of Global Capacity and Performance Management at Citi
Industry Financial Services
Experience
Citi January 2014 - Present
Citigroup February 2008 - Present
Merrill Lynch February 2005 - February 2008
siac 2001 - 2004
ParaProtect 2000 - 2001
Merrill Lynch 1995 - 2000
J.P. Morgan November 1990 - 1995
First Boston 1988 - 1990
IBM 1986 - 1988
Skills
IT Strategy
Education
New York University 1984 — 1986
Computer Science
NYU
Citi January 2014 - Present
Citigroup February 2008 - Present
Merrill Lynch February 2005 - February 2008
siac 2001 - 2004
ParaProtect 2000 - 2001
Merrill Lynch 1995 - 2000
J.P. Morgan November 1990 - 1995
First Boston 1988 - 1990
IBM 1986 - 1988
Skills
IT Strategy
Education
New York University 1984 — 1986
Computer Science
NYU
Peter Chatzky's First Boston Experience 1985 - 1990
Job Owner, Napa Group, Inc.
Industry Computer Software
Experience
Napa Group LLC November 1986 - Present
Village of Briarcliff Manor, NY April 2003 - March 2005
First Boston 1985 - 1990
Arthur Andersen 1984 - 1985
Skills
AJAX, JavaScript, Microsoft SQL Server, XML, Vendor Management, Project Management, C#, Management, Software Development, ASP.NET, Start-ups, .NET, Investments, Corporate Development, Mergers & Acquisitions, Venture Capital, Strategy, Capital Markets, Editing, Entrepreneurship, Web Development, Enterprise Software, Trading Systems, Strategic Partnerships, Strategic Planning, Business Analysis, Fixed Income, Leadership, Portfolio Management, Investment Banking, Business Development, Risk Management, Sales, Business Strategy
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
Tufts University 1978 — 1982
Bachelor of Science (BS), Psychology and Creative Writing
Napa Group LLC November 1986 - Present
Village of Briarcliff Manor, NY April 2003 - March 2005
First Boston 1985 - 1990
Arthur Andersen 1984 - 1985
Skills
AJAX, JavaScript, Microsoft SQL Server, XML, Vendor Management, Project Management, C#, Management, Software Development, ASP.NET, Start-ups, .NET, Investments, Corporate Development, Mergers & Acquisitions, Venture Capital, Strategy, Capital Markets, Editing, Entrepreneurship, Web Development, Enterprise Software, Trading Systems, Strategic Partnerships, Strategic Planning, Business Analysis, Fixed Income, Leadership, Portfolio Management, Investment Banking, Business Development, Risk Management, Sales, Business Strategy
Education
Columbia University - Columbia Business School 1982 — 1984
MBA, Finance
Tufts University 1978 — 1982
Bachelor of Science (BS), Psychology and Creative Writing
Trez Moore's First Boston Experience May 1984 - November 1989
Job EVP Capital Markets at FirstKey Mortgage, LLC
Industry Investment Banking
Experience
RBS Markets & International Banking October 2012 - January 2015
Freddie Mac March 2010 - October 2012
Huguenot Capital May 2008 - March 2010
Luminent Mortgage Capital, Inc. March 2005 - May 2008
Radian Guaranty January 2000 - February 2005
First Union March 1997 - January 2000
NationsBank March 1994 - April 1997
Citicorp 1989 - 1994
First Boston May 1984 - November 1989
Skills
Securitization, Structured Finance, MBS, Asset Allocation, Financial Reporting, Residential Mortgages, Private Equity, Fixed Income, Valuation, Securities, Hedge Funds, Loan Servicing, Structured Products, Equities, Loan Origination, Investments, Capital Markets, ABS, Portfolio Management, Mortgage Banking, Asset Management, Bloomberg, Due Diligence, Mortgage Lending, Real Estate Economics, Derivatives, Credit, Risk Management, Loans, Credit Risk, Investment Banking, Corporate Finance, Credit Analysis, Bonds, Financial Risk, Financial Modeling, Financial Structuring, Market Risk, Financial Services, Hedging, CMBS, Financial Markets, Alternative Investments, Credit Derivatives, Banking, Trading, Financial Institutions, CDO, Operational Risk, Funding
Education
University of Pennsylvania - The Wharton School 1983 — 1984
MBA, Finance
University of Pennsylvania 1971 — 1975
RBS Markets & International Banking October 2012 - January 2015
Freddie Mac March 2010 - October 2012
Huguenot Capital May 2008 - March 2010
Luminent Mortgage Capital, Inc. March 2005 - May 2008
Radian Guaranty January 2000 - February 2005
First Union March 1997 - January 2000
NationsBank March 1994 - April 1997
Citicorp 1989 - 1994
First Boston May 1984 - November 1989
Skills
Securitization, Structured Finance, MBS, Asset Allocation, Financial Reporting, Residential Mortgages, Private Equity, Fixed Income, Valuation, Securities, Hedge Funds, Loan Servicing, Structured Products, Equities, Loan Origination, Investments, Capital Markets, ABS, Portfolio Management, Mortgage Banking, Asset Management, Bloomberg, Due Diligence, Mortgage Lending, Real Estate Economics, Derivatives, Credit, Risk Management, Loans, Credit Risk, Investment Banking, Corporate Finance, Credit Analysis, Bonds, Financial Risk, Financial Modeling, Financial Structuring, Market Risk, Financial Services, Hedging, CMBS, Financial Markets, Alternative Investments, Credit Derivatives, Banking, Trading, Financial Institutions, CDO, Operational Risk, Funding
Education
University of Pennsylvania - The Wharton School 1983 — 1984
MBA, Finance
University of Pennsylvania 1971 — 1975
Howard Stein's First Boston Experience 1989 - 1991
Job Chief Financial Officer at InterContinental Capital Group, Inc.
Industry Financial Services
Experience
InterContinental Capital Group, Inc. February 2015 - Present
Undisclosed Mortgage Company September 2012 - Present
Broker Dealer March 2010 - September 2012
Eisner LLP January 2009 - October 2009
Deloitte & Touche LLP March 2004 - January 2009
Direct Response Advertising, Inc. 2002 - 2004
Schonfeld Securities 1997 - 2002
The Bank of New York 1995 - 1997
Smith Barney July 1992 - November 1995
First Boston 1989 - 1991
Skills
Financial Accounting, Financial Modeling, Internal Controls, SEC filings, Financial Analysis, IFRS, Financial Audits, Hedge Funds, US GAAP, Financial Reporting, Cash Management, GAAP, Strategic Financial..., Valuation, Auditing, Cash Flow, Fund Accounting, Sarbanes-Oxley Act, Corporate Finance, IPO, Alternative Investments, External Audit, Accounting, QuickBooks, Accounts Receivable, Accounts Payable, Finance, Consolidation, CPA, Financial Statements, Internal Audit, Tax, Due Diligence, Managerial Finance, Revenue Recognition, Business Valuation, Variance Analysis, Enterprise Risk..., General Ledger, Account Reconciliation, Private Equity, Sarbanes-Oxley, Big 4, Fixed Assets, Management, Risk Management, SEC Filings
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance, Real Estate
University at Albany, SUNY 1983 — 1987
BS, Accounting
InterContinental Capital Group, Inc. February 2015 - Present
Undisclosed Mortgage Company September 2012 - Present
Broker Dealer March 2010 - September 2012
Eisner LLP January 2009 - October 2009
Deloitte & Touche LLP March 2004 - January 2009
Direct Response Advertising, Inc. 2002 - 2004
Schonfeld Securities 1997 - 2002
The Bank of New York 1995 - 1997
Smith Barney July 1992 - November 1995
First Boston 1989 - 1991
Skills
Financial Accounting, Financial Modeling, Internal Controls, SEC filings, Financial Analysis, IFRS, Financial Audits, Hedge Funds, US GAAP, Financial Reporting, Cash Management, GAAP, Strategic Financial..., Valuation, Auditing, Cash Flow, Fund Accounting, Sarbanes-Oxley Act, Corporate Finance, IPO, Alternative Investments, External Audit, Accounting, QuickBooks, Accounts Receivable, Accounts Payable, Finance, Consolidation, CPA, Financial Statements, Internal Audit, Tax, Due Diligence, Managerial Finance, Revenue Recognition, Business Valuation, Variance Analysis, Enterprise Risk..., General Ledger, Account Reconciliation, Private Equity, Sarbanes-Oxley, Big 4, Fixed Assets, Management, Risk Management, SEC Filings
Education
New York University - Leonard N. Stern School of Business 1988 — 1991
MBA, Finance, Real Estate
University at Albany, SUNY 1983 — 1987
BS, Accounting
Thomas Doodian's First Boston Experience 1984 - 1994
Job COO/CFO at Hyperion Brookfield Asset Mgt
Industry Financial Services
Experience
Hyperion Brookfield Asset Mgt June 1995 - Present
First Boston 1984 - 1994
Education
Pace University - Lubin School of Business 1983 — 1986
MBA, Finance
Hyperion Brookfield Asset Mgt June 1995 - Present
First Boston 1984 - 1994
Education
Pace University - Lubin School of Business 1983 — 1986
MBA, Finance
Linda Jackson's First Boston Experience June 1987 - September 1987
Job Owner, Team TIBCO
Industry Financial Services
Experience
Team TIBCO June 2005 - Present
Bonny Doon Vineyard 2003 - 2005
Credit Suisse First Boston 2000 - 2003
Canadian National team August 1993 - February 2000
Alex. Brown & Sons September 1988 - July 1993
First Boston June 1987 - September 1987
Morgan Stanley June 1984 - June 1986
Skills
Sales Management, Venture Capital, Marketing Strategy, New Business Development, Start-ups, Strategic Planning, Public Speaking, Social Media Marketing, Budgets, Customer Service, Event Management, SaaS, Strategic Partnerships, Marketing, Business Development, Leadership, Entrepreneurship, Strategy, Product Marketing, Product Management, Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Business
Ivey Business School at Western University 1980 — 1984
HBA, Business
Team TIBCO June 2005 - Present
Bonny Doon Vineyard 2003 - 2005
Credit Suisse First Boston 2000 - 2003
Canadian National team August 1993 - February 2000
Alex. Brown & Sons September 1988 - July 1993
First Boston June 1987 - September 1987
Morgan Stanley June 1984 - June 1986
Skills
Sales Management, Venture Capital, Marketing Strategy, New Business Development, Start-ups, Strategic Planning, Public Speaking, Social Media Marketing, Budgets, Customer Service, Event Management, SaaS, Strategic Partnerships, Marketing, Business Development, Leadership, Entrepreneurship, Strategy, Product Marketing, Product Management, Management
Education
Stanford University Graduate School of Business 1986 — 1988
MBA, Business
Ivey Business School at Western University 1980 — 1984
HBA, Business
Kevin Boyle's First Boston Experience April 1992 - April 1994
Job Managing Director Investment Services at BNY Mellon
Industry Financial Services
Experience
BNY Mellon August 2012 - Present
UBS Investment Bank January 2009 - August 2012
Merrill Lynch April 2001 - January 2009
Sanwa Financial Products 1996 - 2001
BlackRock Financial Management April 1994 - April 1996
First Boston April 1992 - April 1994
Timber Hill December 1988 - April 1992
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Equities, Trading Systems, Electronic Trading, Trading, Credit Derivatives, Hedge Funds, Portfolio Management, Risk Management
Education
New York University 1990 — 1992
MS, Mathematics
State University of New York College at Potsdam 1984 — 1988
BS, Math and Computer Science
BNY Mellon August 2012 - Present
UBS Investment Bank January 2009 - August 2012
Merrill Lynch April 2001 - January 2009
Sanwa Financial Products 1996 - 2001
BlackRock Financial Management April 1994 - April 1996
First Boston April 1992 - April 1994
Timber Hill December 1988 - April 1992
Skills
Fixed Income, Derivatives, Capital Markets, Investment Banking, Equities, Trading Systems, Electronic Trading, Trading, Credit Derivatives, Hedge Funds, Portfolio Management, Risk Management
Education
New York University 1990 — 1992
MS, Mathematics
State University of New York College at Potsdam 1984 — 1988
BS, Math and Computer Science
Phil Rothenstein's First Boston Experience 1977 - 1986
Job Senior IT business management leader
Industry Financial Services
Experience
Morgan Stanley 1994 - 2008
PaineWebber 1986 - 1994
First Boston 1977 - 1986
Skills
Vendor Management, Program Management, Management, Governance, Strategy, Contract Negotiation
Education
University of Pennsylvania 1970 — 1976
MS, Computer & Information Sciences
Queens College 1965 — 1969
BA, Mathematics
Morgan Stanley 1994 - 2008
PaineWebber 1986 - 1994
First Boston 1977 - 1986
Skills
Vendor Management, Program Management, Management, Governance, Strategy, Contract Negotiation
Education
University of Pennsylvania 1970 — 1976
MS, Computer & Information Sciences
Queens College 1965 — 1969
BA, Mathematics
Nathaniel Waller's First Boston Experience July 1993 - August 1996
Job Business Analyst
Industry Financial Services
Experience
Monroe County August 2013 - July 2014
ConServe June 2012 - August 2013
GSI Office Environments January 2011 - August 2011
Credit Suisse July 2007 - June 2010
Credit Suisse May 2004 - July 2007
Credit Suisse November 2000 - May 2004
Investors Financial Group May 1999 - August 2000
Keogler Investment Advisory February 1998 - March 1999
Sanwa Financial Products August 1996 - October 1997
First Boston July 1993 - August 1996
Skills
Risk Management, Equities, Portfolio Management, Fixed Income, Trading, Investments, Derivatives, Financial Analysis, Project Management, Series 7, Hedge Funds, Bloomberg, Mergers, Mutual Funds, Trading Systems, Investment Strategies, Asset Allocation, Prime Brokerage
Education
University of Georgia - Terry College of Business 2003 — 2006
Masters, Business Administration
Kent State University 1984 — 1988
BS, Aerospace Flight Tech
Irondequoit High School
Irondequoit High School
Monroe County August 2013 - July 2014
ConServe June 2012 - August 2013
GSI Office Environments January 2011 - August 2011
Credit Suisse July 2007 - June 2010
Credit Suisse May 2004 - July 2007
Credit Suisse November 2000 - May 2004
Investors Financial Group May 1999 - August 2000
Keogler Investment Advisory February 1998 - March 1999
Sanwa Financial Products August 1996 - October 1997
First Boston July 1993 - August 1996
Skills
Risk Management, Equities, Portfolio Management, Fixed Income, Trading, Investments, Derivatives, Financial Analysis, Project Management, Series 7, Hedge Funds, Bloomberg, Mergers, Mutual Funds, Trading Systems, Investment Strategies, Asset Allocation, Prime Brokerage
Education
University of Georgia - Terry College of Business 2003 — 2006
Masters, Business Administration
Kent State University 1984 — 1988
BS, Aerospace Flight Tech
Irondequoit High School
Irondequoit High School
Alexandra Steele's First Boston Experience 1982 - 1988
Job Director Marketing and Business Development at Prestige Residential Construction
Industry Marketing and Advertising
Experience
Prestige Residential Construction 2015 - Present
HaloSource July 2013 - February 2015
Eco-Maven Associates September 2006 - July 2013
Greater Houston Partnership 2004 - 2005
Alex Steele Consultant 2000 - 2004
MSI Architectural Design 1996 - 2000
Coors Brewing Company 1994 - 1995
Procter & Gamble 1991 - 1994
First Boston 1982 - 1988
Skills
Business Development, Sustainable Business, Marketing Strategy, Strategic Planning, Public Relations, Non-profits, Marketing Communications, Social Media, Sustainability, Marketing, Entrepreneurship, Social Media Marketing, Public Speaking, Business Strategy, New Business Development, Start-ups, Event Planning, Recruiting, Strategy, Nonprofits, Corporate Branding, Strategic Partnerships, Strategic Communications, Brand Development, Program Management, Brand Management, Proposal Writing, B2B, Leadership, Copywriting, Blogging, Product Development, Sales, Team Leadership, Corporate Communications, Corporate Identity, Corporate Social..., Cross-functional Team..., Dependable Team Player, Team Building, Market Research, Project Planning, B2B Marketing, Coaching, Online Marketing, Integrated Marketing, Email Marketing, Marketing Management, Digital Marketing, Management
Education
Duke University - The Fuqua School of Business 1990 — 1992
Master of Business Administration (MBA)
City University of New York-Brooklyn College 1982 — 1988
Bachelor of Arts (B.A.)
Prestige Residential Construction 2015 - Present
HaloSource July 2013 - February 2015
Eco-Maven Associates September 2006 - July 2013
Greater Houston Partnership 2004 - 2005
Alex Steele Consultant 2000 - 2004
MSI Architectural Design 1996 - 2000
Coors Brewing Company 1994 - 1995
Procter & Gamble 1991 - 1994
First Boston 1982 - 1988
Skills
Business Development, Sustainable Business, Marketing Strategy, Strategic Planning, Public Relations, Non-profits, Marketing Communications, Social Media, Sustainability, Marketing, Entrepreneurship, Social Media Marketing, Public Speaking, Business Strategy, New Business Development, Start-ups, Event Planning, Recruiting, Strategy, Nonprofits, Corporate Branding, Strategic Partnerships, Strategic Communications, Brand Development, Program Management, Brand Management, Proposal Writing, B2B, Leadership, Copywriting, Blogging, Product Development, Sales, Team Leadership, Corporate Communications, Corporate Identity, Corporate Social..., Cross-functional Team..., Dependable Team Player, Team Building, Market Research, Project Planning, B2B Marketing, Coaching, Online Marketing, Integrated Marketing, Email Marketing, Marketing Management, Digital Marketing, Management
Education
Duke University - The Fuqua School of Business 1990 — 1992
Master of Business Administration (MBA)
City University of New York-Brooklyn College 1982 — 1988
Bachelor of Arts (B.A.)
Stephen Arata's First Boston Experience June 1988 - June 1991
Job CFO at Regency Gas Services
Industry Oil & Energy
Experience
Regency Gas Services June 2005 - Present
Regency Gas Services 2005 - 2009
Regency Gas Services 2005 - 2009
UBS Investment Bank September 1996 - June 2005
Deloitte Consulting July 1992 - September 1996
First Boston June 1988 - June 1991
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MM, Finance
Southern Methodist University 1984 — 1988
BA/BBA, English, Business
Regency Gas Services June 2005 - Present
Regency Gas Services 2005 - 2009
Regency Gas Services 2005 - 2009
UBS Investment Bank September 1996 - June 2005
Deloitte Consulting July 1992 - September 1996
First Boston June 1988 - June 1991
Education
Northwestern University - Kellogg School of Management 1991 — 1992
MM, Finance
Southern Methodist University 1984 — 1988
BA/BBA, English, Business
William Falk's First Boston Experience August 1983 - September 1987
Job CIO/SIO AIG/AIG Federal Savings Bank
Industry Financial Services
Experience
AIG July 2000 - Present
JP Morgan January 1989 - July 2000
Donaldson, Lufkin & Jenrette September 1987 - January 1989
First Boston August 1983 - September 1987
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
MBA, Accounting and Finance
Lehigh University - College of Business and Economics 1976 — 1980
AIG July 2000 - Present
JP Morgan January 1989 - July 2000
Donaldson, Lufkin & Jenrette September 1987 - January 1989
First Boston August 1983 - September 1987
Education
New York University - Leonard N. Stern School of Business 1982 — 1988
MBA, Accounting and Finance
Lehigh University - College of Business and Economics 1976 — 1980
Joe Larizza's First Boston Experience 1994 - 1995
Job SVP Head of Agency and treasury trading at Raymond James Financial Inc.
Industry Financial Services
Experience
Raymond James Financial Inc. 2011 - Present
vining sparks July 1995 - Present
First Boston 1994 - 1995
Vining Sparks, IBG September 1989 - June 1994
Barnett Bank March 1987 - July 1989
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Bonds, Derivatives, Financial Markets, Hedge Funds, Fixed Income, Equities, Interest Rate..., Investment Banking, Portfolio Management, Investments, Securities, Series 63, Series 7, Structured Products, Trading, Series 24, Swaps, Options, Risk Management, Financial Modeling, Valuation, Trading Systems, Banking, Wealth Management
Education
Auburn University 1983 — 1987
BA, Econmics
Bishop Kenny High School 1981 — 1983
Raymond James Financial Inc. 2011 - Present
vining sparks July 1995 - Present
First Boston 1994 - 1995
Vining Sparks, IBG September 1989 - June 1994
Barnett Bank March 1987 - July 1989
Skills
Alternative Investments, Asset Management, Bloomberg, Capital Markets, Bonds, Derivatives, Financial Markets, Hedge Funds, Fixed Income, Equities, Interest Rate..., Investment Banking, Portfolio Management, Investments, Securities, Series 63, Series 7, Structured Products, Trading, Series 24, Swaps, Options, Risk Management, Financial Modeling, Valuation, Trading Systems, Banking, Wealth Management
Education
Auburn University 1983 — 1987
BA, Econmics
Bishop Kenny High School 1981 — 1983
Jerry Lichtblau's First Boston Experience 1987 - 1988
Job Dir Research & Analysis at True North Chartering
Industry Maritime
Experience
True North Chartering 2011 - Present
MJLF & Associates 1997 - 2010
OSG/Maritime Overseas 1990 - 1997
T Rowe Price 1988 - 1989
First Boston 1987 - 1988
Sea-Land 1985 - 1987
Skills
Research, Transportation, Analysis, Strategic Planning, Maritime, Financial Analysis, Energy, Contract Negotiation, Public Speaking, Business Planning, Business Strategy, Financial Modeling, Equities, Private Equity, Mergers & Acquisitions, Financial Structuring, Valuation, Shipping, Asset Management, Business Development, Corporate Finance, Due Diligence, Navigation, Investments, International Shipping, Risk Management, Finance, Commodity, Fixed Income, Project Finance, Capital Markets, Derivatives, Trading, Hedging, Economics, International Trade, International Business, Commodity Markets, Restructuring, Investment Banking, Petroleum, Emerging Markets, Marine Engineering, Hedge Funds, Structured Finance, Portfolio Management, Joint Ventures
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
State University of New York Maritime College 1975 — 1979
Meteorology & Oceanography
True North Chartering 2011 - Present
MJLF & Associates 1997 - 2010
OSG/Maritime Overseas 1990 - 1997
T Rowe Price 1988 - 1989
First Boston 1987 - 1988
Sea-Land 1985 - 1987
Skills
Research, Transportation, Analysis, Strategic Planning, Maritime, Financial Analysis, Energy, Contract Negotiation, Public Speaking, Business Planning, Business Strategy, Financial Modeling, Equities, Private Equity, Mergers & Acquisitions, Financial Structuring, Valuation, Shipping, Asset Management, Business Development, Corporate Finance, Due Diligence, Navigation, Investments, International Shipping, Risk Management, Finance, Commodity, Fixed Income, Project Finance, Capital Markets, Derivatives, Trading, Hedging, Economics, International Trade, International Business, Commodity Markets, Restructuring, Investment Banking, Petroleum, Emerging Markets, Marine Engineering, Hedge Funds, Structured Finance, Portfolio Management, Joint Ventures
Education
Columbia University - Columbia Business School 1983 — 1985
MBA, Finance
State University of New York Maritime College 1975 — 1979
Meteorology & Oceanography
Tod Nasser's First Boston Experience June 1983 - January 1990
Job SVP, Pacific Life
Industry Financial Services
Experience
Pacific Life August 1991 - Present
First Boston June 1983 - January 1990
Education
University of Pennsylvania 1979 — 1983
BSE, Finance
Pacific Life August 1991 - Present
First Boston June 1983 - January 1990
Education
University of Pennsylvania 1979 — 1983
BSE, Finance
Steve Mazur's First Boston Experience 1990 - 1993
Job "Value Investor" Basic Graham and Dodd
Industry Financial Services
Experience
CRT Capital Group August 2000 - August 2008
Deutsche Bank 1993 - 1995
First Boston 1990 - 1993
MacKay Shields 1986 - 1989
Skills
Equities, Special Situations, Mutual Funds, Portfolio Management, Bloomberg, Proprietary Trading, Private Equity, Capital Markets, Investments, Mergers & Acquisitions, High Yield, Hedge Funds, Investment Banking, Equity Trading, Trading, Venture Capital, Equity Research, Alternative Investments
Education
State University of New York College at Buffalo 1981 — 1983
MBA, Finance
Canisius College 1977 — 1981
BS, Finance
Bishop Ryan
CRT Capital Group August 2000 - August 2008
Deutsche Bank 1993 - 1995
First Boston 1990 - 1993
MacKay Shields 1986 - 1989
Skills
Equities, Special Situations, Mutual Funds, Portfolio Management, Bloomberg, Proprietary Trading, Private Equity, Capital Markets, Investments, Mergers & Acquisitions, High Yield, Hedge Funds, Investment Banking, Equity Trading, Trading, Venture Capital, Equity Research, Alternative Investments
Education
State University of New York College at Buffalo 1981 — 1983
MBA, Finance
Canisius College 1977 — 1981
BS, Finance
Bishop Ryan
Joe Moskowitz's First Boston Experience May 1983 - May 1987
Job Computer Software Professional
Industry Financial Services
Experience
Bank of America 2010 - Present
Pershing, LLC, Bank of New York Mellon 2009 - 2010
JP Morgan Chase August 2005 - March 2008
JP Morgan 2005 - 2008
JPMorgan 2005 - 2008
JPMorgan Chase 2005 - 2008
Barclays Capital June 2004 - August 2005
Merrill Lynch February 1993 - June 2004
Salomon Brothers May 1987 - February 1993
First Boston May 1983 - May 1987
Education
Columbia University in the City of New York 1977 — 1982
ABD, Physics
University of Rochester 1973 — 1977
BS, Physics
Bank of America 2010 - Present
Pershing, LLC, Bank of New York Mellon 2009 - 2010
JP Morgan Chase August 2005 - March 2008
JP Morgan 2005 - 2008
JPMorgan 2005 - 2008
JPMorgan Chase 2005 - 2008
Barclays Capital June 2004 - August 2005
Merrill Lynch February 1993 - June 2004
Salomon Brothers May 1987 - February 1993
First Boston May 1983 - May 1987
Education
Columbia University in the City of New York 1977 — 1982
ABD, Physics
University of Rochester 1973 — 1977
BS, Physics
Michael Ansour's First Boston Experience June 1983 - February 1988
Job Managing Partner, March Partners LLC
Industry Investment Management
Experience
March Partners LLC 1993 - Present
Servco Pacific Inc. April 1999 - Present
Fannie and John Hertz Foundation April 2008 - Present
Vicor Corporation 1994 - 2009
First Boston June 1983 - February 1988
Cleary Gottlieb Steen & Hamilton LLP 1982 - 1983
United States Court of Appeals for the Third Circuit September 1981 - May 1982
Skills
Financial Analysis, Business Analysis, Mergers & Acquisitions, Corporate Finance, Corporate Governance, Corporate Development, Business Acquisition, Internal Audit, Financial Modeling, Financial Accounting, Financial Risk, Risk Management, Risk Analysis, Board of Directors, Board Relations, Physics, Nonprofits, Non-profit Leadership, Valuation, Business Valuation, Equity Valuation, Valuation Modeling, Investment Valuation, Company Valuation, Hedge Funds, Team Management, Corporate Law, Spin-offs, Restructuring, Debt Restructuring, Business Restructures, Private Equity, LBO, Investments, Mergers, Due Diligence, Fixed Income, Strategy
Education
Harvard Law School 1978 — 1981
JD
Massachusetts Institute of Technology 1974 — 1978
PhD
University of Cambridge 1973 — 1974
Part III Maths
Massachusetts Institute of Technology
SB
March Partners LLC 1993 - Present
Servco Pacific Inc. April 1999 - Present
Fannie and John Hertz Foundation April 2008 - Present
Vicor Corporation 1994 - 2009
First Boston June 1983 - February 1988
Cleary Gottlieb Steen & Hamilton LLP 1982 - 1983
United States Court of Appeals for the Third Circuit September 1981 - May 1982
Skills
Financial Analysis, Business Analysis, Mergers & Acquisitions, Corporate Finance, Corporate Governance, Corporate Development, Business Acquisition, Internal Audit, Financial Modeling, Financial Accounting, Financial Risk, Risk Management, Risk Analysis, Board of Directors, Board Relations, Physics, Nonprofits, Non-profit Leadership, Valuation, Business Valuation, Equity Valuation, Valuation Modeling, Investment Valuation, Company Valuation, Hedge Funds, Team Management, Corporate Law, Spin-offs, Restructuring, Debt Restructuring, Business Restructures, Private Equity, LBO, Investments, Mergers, Due Diligence, Fixed Income, Strategy
Education
Harvard Law School 1978 — 1981
JD
Massachusetts Institute of Technology 1974 — 1978
PhD
University of Cambridge 1973 — 1974
Part III Maths
Massachusetts Institute of Technology
SB
Will Lloyd's First Boston Experience July 1992 - April 1997
Job Managing Director at The TCW Group
Industry Financial Services
Experience
The TCW Group September 2014 - Present
VelocityShares September 2009 - September 2014
Coral Bay Capital March 2006 - November 2010
DMR Mortgage Opportunity Fund 2008 - 2010
Bridgewater Associates June 2003 - March 2006
Barclays Capital April 1997 - June 2003
iBoxx Ltd 2000 - 2003
First Boston July 1992 - April 1997
Financial Security Assurance March 1988 - July 1992
EF Hutton May 1984 - March 1988
Skills
Capital Markets, Asset Management, Alternative Investments, Fixed Income, Hedge Funds, Management, Investment Banking, Equities, Structured Products, Investments, Investment Management, Portfolio Management, Derivatives, Asset Managment, Bloomberg, Asset Allocation, Investment Strategies, Risk Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Union College 1978 — 1982
staples high school
The TCW Group September 2014 - Present
VelocityShares September 2009 - September 2014
Coral Bay Capital March 2006 - November 2010
DMR Mortgage Opportunity Fund 2008 - 2010
Bridgewater Associates June 2003 - March 2006
Barclays Capital April 1997 - June 2003
iBoxx Ltd 2000 - 2003
First Boston July 1992 - April 1997
Financial Security Assurance March 1988 - July 1992
EF Hutton May 1984 - March 1988
Skills
Capital Markets, Asset Management, Alternative Investments, Fixed Income, Hedge Funds, Management, Investment Banking, Equities, Structured Products, Investments, Investment Management, Portfolio Management, Derivatives, Asset Managment, Bloomberg, Asset Allocation, Investment Strategies, Risk Management
Education
Columbia University - Columbia Business School 1984 — 1986
MBA, Finance
Union College 1978 — 1982
staples high school
Steve Moyer's First Boston Experience 1985 - 1987
Job President, Distressed Debt Alpha
Industry Investment Management
Experience
Distressed Debt Alpha Adjunct ProfessorUSC Marshall School of Business2014 - 2015
USC Marshall School of Business 2014 - 2015
PIMCO June 2009 - June 2012
Tennenbaum Capital 2006 - 2008
Imperial Capital LLC 2000 - 2006
Banc of America Securities 1997 - 1999
Kemper Secuities/Wachovia 1990 - 1997
Drexel Burnham Lambert 1987 - 1990
First Boston 1985 - 1987
Riordan & Mckenzie 1984 - 1986
Skills
Portfolio Management, Investments, Investment Management, Bonds, High Yield, Mutual Funds, High Yield Bonds, Analysis, Management, Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Bloomberg, Capital Markets, Valuation, Private Equity, Financial Modeling, Derivatives, Trading, Credit, Corporate Law, Distressed Debt, Corporate Finance, Investment Banking
Education
Stanford University Law School 1979 — 1983
The University of Chicago Booth School of Business 1981 — 1982
MBA
Grinnell College 1975 — 1979
BA
Ankeny
Pepperdine University, The George L. Graziadio School of Business and Management
Distressed Debt Alpha Adjunct ProfessorUSC Marshall School of Business2014 - 2015
USC Marshall School of Business 2014 - 2015
PIMCO June 2009 - June 2012
Tennenbaum Capital 2006 - 2008
Imperial Capital LLC 2000 - 2006
Banc of America Securities 1997 - 1999
Kemper Secuities/Wachovia 1990 - 1997
Drexel Burnham Lambert 1987 - 1990
First Boston 1985 - 1987
Riordan & Mckenzie 1984 - 1986
Skills
Portfolio Management, Investments, Investment Management, Bonds, High Yield, Mutual Funds, High Yield Bonds, Analysis, Management, Hedge Funds, Fixed Income, Alternative Investments, Equities, Asset Management, Bloomberg, Capital Markets, Valuation, Private Equity, Financial Modeling, Derivatives, Trading, Credit, Corporate Law, Distressed Debt, Corporate Finance, Investment Banking
Education
Stanford University Law School 1979 — 1983
The University of Chicago Booth School of Business 1981 — 1982
MBA
Grinnell College 1975 — 1979
BA
Ankeny
Pepperdine University, The George L. Graziadio School of Business and Management
Rachna Kumar's First Boston Experience 1990 - 1993
Job Program Director of Graduate MBA Business and Management Programs
Industry Education Management
Experience
Alliant International University 1997 - Present
Alliant International University August 2007 - 2013
Marshall Goldsmith School of Management November 2010 - 2012
Alliant International University 2011 - 2011
Marshall Goldsmith School of Managment; Alliant International University 2009 - 2011
University of Texas at Austin 1992 - 1995
California State University at San Marcos 1994 - 1994
SEER Technologies 1991 - 1993
First Boston 1990 - 1993
New York University 1990 - 1992
Skills
Research, Leadership Development, Program Management, Leadership, Public Speaking, Higher Education, Management, Strategic Planning, Project Management, Training, Nonprofits, Analysis, Program Development, Teaching, Databases, Curriculum Development, Student Affairs, Microsoft Office, Microsoft Excel, SQL, Business Strategy, Business Planning, Team Management, Consulting, Qualitative Research, Curriculum Design, Public Relations
Education
New York University - Leonard N. Stern School of Business 1988 — 1994
PhD, Information Systems
Indian Institute of Management, Ahmedabad
MBA; PGDM, Marketing/Advertising
Alliant International University 1997 - Present
Alliant International University August 2007 - 2013
Marshall Goldsmith School of Management November 2010 - 2012
Alliant International University 2011 - 2011
Marshall Goldsmith School of Managment; Alliant International University 2009 - 2011
University of Texas at Austin 1992 - 1995
California State University at San Marcos 1994 - 1994
SEER Technologies 1991 - 1993
First Boston 1990 - 1993
New York University 1990 - 1992
Skills
Research, Leadership Development, Program Management, Leadership, Public Speaking, Higher Education, Management, Strategic Planning, Project Management, Training, Nonprofits, Analysis, Program Development, Teaching, Databases, Curriculum Development, Student Affairs, Microsoft Office, Microsoft Excel, SQL, Business Strategy, Business Planning, Team Management, Consulting, Qualitative Research, Curriculum Design, Public Relations
Education
New York University - Leonard N. Stern School of Business 1988 — 1994
PhD, Information Systems
Indian Institute of Management, Ahmedabad
MBA; PGDM, Marketing/Advertising
David Brainerd's First Boston Experience January 1986 - May 1988
Job Managing Director at Madison Marquette
Industry Real Estate
Experience
Madison Marquette Sr. Vice PresidentCapital GuidanceJuly 1990 - Present
First Boston January 1986 - May 1988
Education
Massachusetts Institute of Technology - Sloan School of Management 1988 — 1990
MBA, Finance, Real Estate
University of Massachusetts, Amherst 1981 — 1985
BBA, Finance
Madison Marquette Sr. Vice PresidentCapital GuidanceJuly 1990 - Present
First Boston January 1986 - May 1988
Education
Massachusetts Institute of Technology - Sloan School of Management 1988 — 1990
MBA, Finance, Real Estate
University of Massachusetts, Amherst 1981 — 1985
BBA, Finance
Chris Landis AIA's First Boston Experience January 1986 - September 1989
Job Partner at Landis Architects / Builders
Industry Architecture & Planning
Experience
Remodelers Advantage (RAR) Quattro Member 2007 - Present
Landis Architects / Builders January 1990 - Present
HPRB (DC Historic Preservation Review Board) September 2009 - March 2012
NARI DC Chapter January 2006 - January 2007
Mobil Oil January 1988 - September 1990
First Boston January 1986 - September 1989
Skills
Residential Architecture, Sustainable Architecture, Historic Preservation, Zoning, Architecture, Remodeling, Sustainable Design, Additions, Renovation, Custom Homes, Construction, Green Building, Residential Design, AIA, Residential Projects, Bathrooms, Cabinetry, Restoration, Permitting, Contractors, Decks, Bathroom Remodeling, Carpentry, Value Engineering, Room Additions, Room Addition, Submittals, Small Business, Doors, Architectures, Strategic Planning, Residential Homes, Construction Management, Contract Negotiation, Project Management, Leadership, Budgets, Marketing, Interior Design, Architectural Design
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1977 — 1980
MA, Architecture
Vassar College 1973 — 1977
BA, English Major
Swarthmore High School 1972 — 1973
Putney school 1969 — 1972
High School, Liberal Arts
American Community School 1961 — 1969
Remodelers Advantage (RAR) Quattro Member 2007 - Present
Landis Architects / Builders January 1990 - Present
HPRB (DC Historic Preservation Review Board) September 2009 - March 2012
NARI DC Chapter January 2006 - January 2007
Mobil Oil January 1988 - September 1990
First Boston January 1986 - September 1989
Skills
Residential Architecture, Sustainable Architecture, Historic Preservation, Zoning, Architecture, Remodeling, Sustainable Design, Additions, Renovation, Custom Homes, Construction, Green Building, Residential Design, AIA, Residential Projects, Bathrooms, Cabinetry, Restoration, Permitting, Contractors, Decks, Bathroom Remodeling, Carpentry, Value Engineering, Room Additions, Room Addition, Submittals, Small Business, Doors, Architectures, Strategic Planning, Residential Homes, Construction Management, Contract Negotiation, Project Management, Leadership, Budgets, Marketing, Interior Design, Architectural Design
Education
Columbia University - Graduate School of Architecture, Planning and Preservation 1977 — 1980
MA, Architecture
Vassar College 1973 — 1977
BA, English Major
Swarthmore High School 1972 — 1973
Putney school 1969 — 1972
High School, Liberal Arts
American Community School 1961 — 1969
Elliot Noma's First Boston Experience 1990 - 1990
Job Managing Director at Garrett Asset Management, quant trading
Industry Investment Management
Experience
Garrett Asset Management January 2009 - Present
Asset Alliance January 2009 - Present
Montclair State University August 2012 - July 2015
Hedge Harbor March 2008 - January 2009
Asset Alliance February 2003 - January 2009
Merrill Lynch Investment Managers January 2000 - February 2003
Deutsche Bank 1995 - 1999
JP Morgan 1993 - 1994
Salomon Brothers 1990 - 1993
First Boston 1990 - 1990
Skills
Hedge Funds, Fixed Income, Alternative Investments, Trading, Portfolio Management, Asset Management, Derivatives, Financial Markets, Equities, Commodity, Portfolio Optimization, Risk Management, Investments, Market Risk, Managed Futures, Investment Management, Quantitative Analytics, Capital Markets, Investment Strategies, Emerging Markets, Fund Of Funds, Hedging, Technical Analysis, Finance, Trading Systems, Asset Allocation, Structured Products, Quantitative Finance, ETFs, Credit Derivatives, Trading Strategies, Financial Risk, Private Equity, Mutual Funds, Options, Quantitative Investing, Credit Risk, MBS, Statistical Modeling, Investment Banking, Structured Finance, Global Macro, ETF structuring, Commodities Trading, Internet of Things, Mobile Applications, Android Development, Web Design
Education
University of Michigan 1974 — 1982
PhD, Mathematical Psychology
University of Michigan 1974 — 1976
MA, Mathematics
Dartmouth College 1968 — 1972
AB, Mathematics
Walter Johnson High School 1964 — 1968
Garrett Asset Management January 2009 - Present
Asset Alliance January 2009 - Present
Montclair State University August 2012 - July 2015
Hedge Harbor March 2008 - January 2009
Asset Alliance February 2003 - January 2009
Merrill Lynch Investment Managers January 2000 - February 2003
Deutsche Bank 1995 - 1999
JP Morgan 1993 - 1994
Salomon Brothers 1990 - 1993
First Boston 1990 - 1990
Skills
Hedge Funds, Fixed Income, Alternative Investments, Trading, Portfolio Management, Asset Management, Derivatives, Financial Markets, Equities, Commodity, Portfolio Optimization, Risk Management, Investments, Market Risk, Managed Futures, Investment Management, Quantitative Analytics, Capital Markets, Investment Strategies, Emerging Markets, Fund Of Funds, Hedging, Technical Analysis, Finance, Trading Systems, Asset Allocation, Structured Products, Quantitative Finance, ETFs, Credit Derivatives, Trading Strategies, Financial Risk, Private Equity, Mutual Funds, Options, Quantitative Investing, Credit Risk, MBS, Statistical Modeling, Investment Banking, Structured Finance, Global Macro, ETF structuring, Commodities Trading, Internet of Things, Mobile Applications, Android Development, Web Design
Education
University of Michigan 1974 — 1982
PhD, Mathematical Psychology
University of Michigan 1974 — 1976
MA, Mathematics
Dartmouth College 1968 — 1972
AB, Mathematics
Walter Johnson High School 1964 — 1968
Emily Haft Bloom's First Boston Experience 1987 - 1993
Job Certified College Counselor
Industry Education Management
Experience
Chappaqua Fire Department August 2013 - Present
Athena College Advisors July 2010 - Present
Bloomedit January 1993 - Present
First Boston 1987 - 1993
Skills
Editing, Magazines, Newspapers, Books, Publishing, Blogging, Web Content, Copywriting, Resume Writing, Newsletters, Creative Writing, Published Author, Strategy, Editorial, Publications, Feature Articles, Proofreading, Journalism, Copy Editing, Press Releases, Career Counseling, College Education...
Education
UCLA Extension 2011 — 2013
Certificate, College Counseling
Union College 1981 — 1985
BA, English
Chappaqua Fire Department August 2013 - Present
Athena College Advisors July 2010 - Present
Bloomedit January 1993 - Present
First Boston 1987 - 1993
Skills
Editing, Magazines, Newspapers, Books, Publishing, Blogging, Web Content, Copywriting, Resume Writing, Newsletters, Creative Writing, Published Author, Strategy, Editorial, Publications, Feature Articles, Proofreading, Journalism, Copy Editing, Press Releases, Career Counseling, College Education...
Education
UCLA Extension 2011 — 2013
Certificate, College Counseling
Union College 1981 — 1985
BA, English
Guy Majestic's First Boston Experience 1987 - 1987
Job Director at Barclays Capital
Industry Banking
Experience
Barclays Capital 2007 - Present
Lehman Brothers 1997 - 2007
Morgan Stanley 1994 - 1997
Bankers Trust 1987 - 1995
First Boston 1987 - 1987
AT&T 1979 - 1987
Education
Kean University 1981 — 1985
MS, Management Systems Analysis
Barclays Capital 2007 - Present
Lehman Brothers 1997 - 2007
Morgan Stanley 1994 - 1997
Bankers Trust 1987 - 1995
First Boston 1987 - 1987
AT&T 1979 - 1987
Education
Kean University 1981 — 1985
MS, Management Systems Analysis
Tom Mastropole's First Boston Experience 1989 - 1991
Job Metadata Delivery Manager at TIAACREF
Industry Financial Services
Experience
tiaa-cref dbasoftware ag1991 - 1995
first boston 1989 - 1991
pan am 1979 - 1988
Skills
Data Warehousing, SDLC, Business Analysis, JCL, Enterprise Architecture, Data Modeling, Requirements Analysis, Databases, IT Strategy, Vendor Management, SOA, Requirements Gathering, Visio, Integration, Software Project...
Education
University of North Carolina at Chapel Hill 1973 — 1974
Rutgers University-New Brunswick
BS, Computer Science
tiaa-cref dbasoftware ag1991 - 1995
first boston 1989 - 1991
pan am 1979 - 1988
Skills
Data Warehousing, SDLC, Business Analysis, JCL, Enterprise Architecture, Data Modeling, Requirements Analysis, Databases, IT Strategy, Vendor Management, SOA, Requirements Gathering, Visio, Integration, Software Project...
Education
University of North Carolina at Chapel Hill 1973 — 1974
Rutgers University-New Brunswick
BS, Computer Science
James Powers's First Boston Experience 1984 - 1995
Job Managing Member at James N. Powers & Associates, LLC
Industry Financial Services
Experience
James N. Powers & Associates, LLC 2010 - Present
Cortview Capital Markets 2010 - 2011
Glenville Partners 2009 - 2009
Standard & Poor's, IMAKE Division 2008 - 2008
Credit Suisse 2007 - 2007
Friedman Billings Ramsey & Company, Inc. 2004 - 2006
GMAC-RFC Securities, Inc. 2000 - 2004
Prudential Securities 1995 - 2000
Credit Suisse First Boston 1984 - 1995
First Boston 1984 - 1995
Skills
Fixed Income, Capital Markets, MBS, Bloomberg, Trading, Series 7, ABS, Investments, Bonds, Structured Products, Investment Strategies, Structured Finance, Equities, Finance, Securities, Private Placements, Options, Credit Derivatives, Economics, Hedge Funds, Financial Markets, Mutual Funds, Private Equity, Investment Management, Credit Risk, Investment Banking, Series 63, Portfolio Management, Derivatives, Financial Structuring, Financial Services, Banking, Mortgage Lending, Emerging Markets, Alternative Investments, Hedging, Credit Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Business, Finance, Investements
Brigham Young University 1977 — 1982
BA, Economics
James N. Powers & Associates, LLC 2010 - Present
Cortview Capital Markets 2010 - 2011
Glenville Partners 2009 - 2009
Standard & Poor's, IMAKE Division 2008 - 2008
Credit Suisse 2007 - 2007
Friedman Billings Ramsey & Company, Inc. 2004 - 2006
GMAC-RFC Securities, Inc. 2000 - 2004
Prudential Securities 1995 - 2000
Credit Suisse First Boston 1984 - 1995
First Boston 1984 - 1995
Skills
Fixed Income, Capital Markets, MBS, Bloomberg, Trading, Series 7, ABS, Investments, Bonds, Structured Products, Investment Strategies, Structured Finance, Equities, Finance, Securities, Private Placements, Options, Credit Derivatives, Economics, Hedge Funds, Financial Markets, Mutual Funds, Private Equity, Investment Management, Credit Risk, Investment Banking, Series 63, Portfolio Management, Derivatives, Financial Structuring, Financial Services, Banking, Mortgage Lending, Emerging Markets, Alternative Investments, Hedging, Credit Analysis
Education
University of Michigan - Stephen M. Ross School of Business 1982 — 1984
MBA, Business, Finance, Investements
Brigham Young University 1977 — 1982
BA, Economics
elizabeth stone's First Boston Experience May 1984 - April 1985
Job Executive Director at JPMorgan Chase
Industry Investment Banking
Experience
JPMorgan Chase February 2012 - Present
Deutsche Bank Securities July 1994 - December 2011
Deutsche Bank 1994 - December 2011
Deutsche Bank Securities 1994 - December 2011
Bear Stearns June 1991 - July 1994
Drexel Burnham Lambert April 1985 - April 1990
First Boston May 1984 - April 1985
Skills
Prime Brokerage, Client, MBS, ABS, CMBS, Change Management, Productivity, Sales Operations, whole loans, Outsourcing, Cost Management, Business Process, Volunteer Management, Organizational..., RMBS, Series 99, Residential Mortgages, Loans, Fixed Income, Trading, Middle Office, Settlement, Credit Derivatives, Capital Markets, Financial Services, Derivatives, Investment Banking, Back Office, Equities, Bloomberg, Trading Systems, Options, Corporate Actions, Structured Finance, Financial Markets, Alternative Investments
Education
State University of New York at Oswego 1982 — 1983
Theatre
JPMorgan Chase February 2012 - Present
Deutsche Bank Securities July 1994 - December 2011
Deutsche Bank 1994 - December 2011
Deutsche Bank Securities 1994 - December 2011
Bear Stearns June 1991 - July 1994
Drexel Burnham Lambert April 1985 - April 1990
First Boston May 1984 - April 1985
Skills
Prime Brokerage, Client, MBS, ABS, CMBS, Change Management, Productivity, Sales Operations, whole loans, Outsourcing, Cost Management, Business Process, Volunteer Management, Organizational..., RMBS, Series 99, Residential Mortgages, Loans, Fixed Income, Trading, Middle Office, Settlement, Credit Derivatives, Capital Markets, Financial Services, Derivatives, Investment Banking, Back Office, Equities, Bloomberg, Trading Systems, Options, Corporate Actions, Structured Finance, Financial Markets, Alternative Investments
Education
State University of New York at Oswego 1982 — 1983
Theatre
Kim Campbell's First Boston Experience March 1983 - February 1993
Job Managing Partner at Dunning Ponus Partners, LLC
Industry Capital Markets
Experience
Dunning Ponus Partners, LLC January 2014 - Present
Cortview Capital Markets/Pierpont Securities November 2011 - June 2013
Cortview Capital Markets November 2011 - October 2012
VelocityShares LLC June 2011 - November 2011
KC7 LLC 2009 - June 2011
Beacon Capital Markets LLC September 2008 - May 2009
Countrywide Securities Corporation March 1999 - August 2008
UBS May 1997 - March 1999
Morgan Stanley February 1993 - May 1997
First Boston March 1983 - February 1993
Skills
Equities, Venture Capital, Fixed Income, Capital Markets, Trading, Electronic Trading, Bonds, Finance, Mergers & Acquisitions, MBS, Derivatives, Investment Banking, Hedge Funds, Bloomberg, Securities, Structured Products, Alternative Investments, Risk Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
United States Military Academy at West Point 1972 — 1976
BS
Dunning Ponus Partners, LLC January 2014 - Present
Cortview Capital Markets/Pierpont Securities November 2011 - June 2013
Cortview Capital Markets November 2011 - October 2012
VelocityShares LLC June 2011 - November 2011
KC7 LLC 2009 - June 2011
Beacon Capital Markets LLC September 2008 - May 2009
Countrywide Securities Corporation March 1999 - August 2008
UBS May 1997 - March 1999
Morgan Stanley February 1993 - May 1997
First Boston March 1983 - February 1993
Skills
Equities, Venture Capital, Fixed Income, Capital Markets, Trading, Electronic Trading, Bonds, Finance, Mergers & Acquisitions, MBS, Derivatives, Investment Banking, Hedge Funds, Bloomberg, Securities, Structured Products, Alternative Investments, Risk Management
Education
University of Pennsylvania - The Wharton School 1981 — 1983
MBA, Finance
United States Military Academy at West Point 1972 — 1976
BS
Erica Stauffer's First Boston Experience 1989 - 1991
Job Global Head of University Relations at AIG
Industry Financial Services
Experience
AIG June 2012 - Present
Morgan Stanley June 2009 - May 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
ABN AMRO 2000 - 2004
SG Cowen 1999 - 2000
UBS 1994 - 1998
Goldman Sachs 1991 - 1995
First Boston 1989 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Talent Management, Program Management, Equities, Banking, Recruiting, Employee Training, Human Resources, Strategy, Training, Financial Services, Risk Management, Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Management
St. Lawrence University 1985 — 1989
BA, Economics
AIG June 2012 - Present
Morgan Stanley June 2009 - May 2012
Barclays Capital September 2008 - June 2009
Lehman Brothers July 2004 - September 2008
ABN AMRO 2000 - 2004
SG Cowen 1999 - 2000
UBS 1994 - 1998
Goldman Sachs 1991 - 1995
First Boston 1989 - 1991
Skills
Capital Markets, Fixed Income, Investment Banking, Talent Management, Program Management, Equities, Banking, Recruiting, Employee Training, Human Resources, Strategy, Training, Financial Services, Risk Management, Management
Education
New York University - Leonard N. Stern School of Business 1992 — 1996
MBA, Management
St. Lawrence University 1985 — 1989
BA, Economics
Jesus Suapengco's First Boston Experience September 1987 - September 1992
Job Executive Director at JPMorgan Chase
Industry Financial Services
Experience
JPMorgan Chase April 2014 - Present
Barclays Capital September 2008 - April 2014
Lehman Brothers September 1992 - September 2008
First Boston September 1987 - September 1992
Grumman Aerospace July 1982 - September 1987
Education
New York University - Polytechnic School of Engineering 1985 — 1987
MS, Mechanical/Aerospace Engineering
Boston University 1978 — 1982
BS, Mechanical Engineering
JPMorgan Chase April 2014 - Present
Barclays Capital September 2008 - April 2014
Lehman Brothers September 1992 - September 2008
First Boston September 1987 - September 1992
Grumman Aerospace July 1982 - September 1987
Education
New York University - Polytechnic School of Engineering 1985 — 1987
MS, Mechanical/Aerospace Engineering
Boston University 1978 — 1982
BS, Mechanical Engineering
Elizabeth Binford's First Boston Experience July 1984 - December 1986
Job Assistant to the President at Lerman Financial Group, Inc.
Industry Financial Services
Experience
Lerman Financial Group, Inc. AdministratorCongregation Shaarey TefillaApril 1996 - May 2001
Smith Barney January 1986 - June 1988
First Boston July 1984 - December 1986
Education
Fordham Gabelli School of Business 1981 — 1987
MBA, Finance
University of Louisville 1971 — 1978
Bach of Music, Performance (cello)
Lerman Financial Group, Inc. AdministratorCongregation Shaarey TefillaApril 1996 - May 2001
Smith Barney January 1986 - June 1988
First Boston July 1984 - December 1986
Education
Fordham Gabelli School of Business 1981 — 1987
MBA, Finance
University of Louisville 1971 — 1978
Bach of Music, Performance (cello)
Eugene Williams's First Boston Experience 1986 - 1986
Job Executive Chairman at ProMIS Neurosciences
Industry Biotechnology
Experience
ProMIS Neurosciences July 2015 - Present
Poliwogg April 2014 - Present
Virtua LLC January 2014 - Present
Akashi Therapeutics, Inc. 2010 - January 2014
Red Sky Partners, LLC. 2009 - October 2011
Genzyme 1998 - April 2006
Corporate Decisions 1987 - 1995
First Boston 1986 - 1986
Bain & Company 1982 - 1983
Skills
Biotechnology, Clinical Research, Commercialization, Lifesciences, Clinical Development, CRO, Regulatory Affairs, Drug Development, Pharmaceutical Industry, Neurology, Biopharmaceuticals, Drug Discovery, Oncology, Life Sciences, Technology Transfer, Strategy, Venture Capital
Education
Harvard Business School 1985 — 1987
MBA
Harvard University 1977 — 1981
AB, Economics
ProMIS Neurosciences July 2015 - Present
Poliwogg April 2014 - Present
Virtua LLC January 2014 - Present
Akashi Therapeutics, Inc. 2010 - January 2014
Red Sky Partners, LLC. 2009 - October 2011
Genzyme 1998 - April 2006
Corporate Decisions 1987 - 1995
First Boston 1986 - 1986
Bain & Company 1982 - 1983
Skills
Biotechnology, Clinical Research, Commercialization, Lifesciences, Clinical Development, CRO, Regulatory Affairs, Drug Development, Pharmaceutical Industry, Neurology, Biopharmaceuticals, Drug Discovery, Oncology, Life Sciences, Technology Transfer, Strategy, Venture Capital
Education
Harvard Business School 1985 — 1987
MBA
Harvard University 1977 — 1981
AB, Economics
Mary Neale's First Boston Experience 1987 - 1989
Job Principal, Greencoast Capital
Industry Financial Services
Experience
Greencoast Capital Partners LLC, Greencoast Capital Properties, LLC February 2009 - Present
Citigroup 2005 - 2008
Sidley Austin 2002 - 2005
Orrick, Herrington & Sutcliffe LLP 1995 - 2002
Mudge Rose 1993 - 1995
Skadden Arps 1989 - 1993
First Boston 1987 - 1989
CS First Boston 1987 - 1989
Skills
Capital Markets, Real Estate, Project Finance, Structured Finance, Public Finance, Start-ups, Broker-Dealer, Private Placements, Public-private..., Securitization, Financial Modeling, Due Diligence, Securities, Fixed Income, Bonds, Private Equity, Finance, Investment Banking, Derivatives, Financial Structuring, Securities Regulation, Alternative Investments, Corporate Governance, Strategy, Restructuring
Education
Columbia University - Columbia Business School 1985 — 1988
MBA
Columbia Law School 1984 — 1988
JD
University of California, Berkeley 1982 — 1983
BA, French
Université Paris-Sorbonne 1981 — 1982
The University of Kansas 1979 — 1981
Greencoast Capital Partners LLC, Greencoast Capital Properties, LLC February 2009 - Present
Citigroup 2005 - 2008
Sidley Austin 2002 - 2005
Orrick, Herrington & Sutcliffe LLP 1995 - 2002
Mudge Rose 1993 - 1995
Skadden Arps 1989 - 1993
First Boston 1987 - 1989
CS First Boston 1987 - 1989
Skills
Capital Markets, Real Estate, Project Finance, Structured Finance, Public Finance, Start-ups, Broker-Dealer, Private Placements, Public-private..., Securitization, Financial Modeling, Due Diligence, Securities, Fixed Income, Bonds, Private Equity, Finance, Investment Banking, Derivatives, Financial Structuring, Securities Regulation, Alternative Investments, Corporate Governance, Strategy, Restructuring
Education
Columbia University - Columbia Business School 1985 — 1988
MBA
Columbia Law School 1984 — 1988
JD
University of California, Berkeley 1982 — 1983
BA, French
Université Paris-Sorbonne 1981 — 1982
The University of Kansas 1979 — 1981
Garrett Reiner's First Boston Experience 1982 - 1985
Job Managing Director at Altera Capital Partners
Industry Venture Capital & Private Equity
Experience
Altera Capital Partners 1998 - Present
Deutsche Bank 1992 - 1998
Goldman Sachs 1985 - 1992
First Boston 1982 - 1985
Barclays Bank 1980 - 1982
Citicorp 1979 - 1980
Skills
Private Equity, Due Diligence, Venture Capital, Financial Structuring, Project Finance, Valuation, Joint Ventures, Structured Finance, Asset Managment, Investments, Funding, Loan Origination, Investor Relations, Financial Modeling, Mergers, Solar Financing
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
University of Oxford 1975 — 1979
BA, Economics and Management
Altera Capital Partners 1998 - Present
Deutsche Bank 1992 - 1998
Goldman Sachs 1985 - 1992
First Boston 1982 - 1985
Barclays Bank 1980 - 1982
Citicorp 1979 - 1980
Skills
Private Equity, Due Diligence, Venture Capital, Financial Structuring, Project Finance, Valuation, Joint Ventures, Structured Finance, Asset Managment, Investments, Funding, Loan Origination, Investor Relations, Financial Modeling, Mergers, Solar Financing
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
University of Oxford 1975 — 1979
BA, Economics and Management
Marcia Matalon May's First Boston Experience 1988 - 1989
Job Senior Vice President at Blue Vista Capital Management, LLC
Industry Real Estate
Experience
Blue Vista Capital Management, LLC January 2015 - Present
GE Capital Real Estate September 2014 - December 2014
GE Capital Real Estate 2003 - 2014
GE Capital Real Estate 1991 - 2003
Cushman & Wakefield 1989 - 1991
First Boston 1988 - 1989
Arthur Andersen 1985 - 1988
Skills
Real Estate, Portfolio Management, Asset Management, Real Estate Economics, Asset Managment, Valuation, Negotiation, Loans, Financial Modeling, Due Diligence, Investments, Financial Analysis, Underwriting, Real Estate Development, Finance, Commercial Real Estate, Disposition, Dispositions
Education
Emory University 1981 — 1985
BBA, Accounting
Hollywood Hills High School
Hollywood Hills High School
Blue Vista Capital Management, LLC January 2015 - Present
GE Capital Real Estate September 2014 - December 2014
GE Capital Real Estate 2003 - 2014
GE Capital Real Estate 1991 - 2003
Cushman & Wakefield 1989 - 1991
First Boston 1988 - 1989
Arthur Andersen 1985 - 1988
Skills
Real Estate, Portfolio Management, Asset Management, Real Estate Economics, Asset Managment, Valuation, Negotiation, Loans, Financial Modeling, Due Diligence, Investments, Financial Analysis, Underwriting, Real Estate Development, Finance, Commercial Real Estate, Disposition, Dispositions
Education
Emory University 1981 — 1985
BBA, Accounting
Hollywood Hills High School
Hollywood Hills High School
Drew Kusnick's First Boston Experience June 1986 - September 1988
Job Independent Real Estate Professional
Industry Real Estate
Experience
KB Home June 2006 - October 2008
KB Home February 2003 - June 2006
Richmond American Homes February 1998 - February 2003
KB Home October 1997 - February 1998
KB Home November 1996 - October 1997
KB Home February 1996 - November 1996
KB Home June 1992 - February 1996
Prentiss Properties September 1988 - February 1990
First Boston June 1986 - September 1988
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Entreprenurial Studies/Real Estate
University of California, Los Angeles 1981 — 1986
BA, Economics & Communications Studies
KB Home June 2006 - October 2008
KB Home February 2003 - June 2006
Richmond American Homes February 1998 - February 2003
KB Home October 1997 - February 1998
KB Home November 1996 - October 1997
KB Home February 1996 - November 1996
KB Home June 1992 - February 1996
Prentiss Properties September 1988 - February 1990
First Boston June 1986 - September 1988
Education
UCLA Anderson School of Management 1990 — 1992
MBA, Entreprenurial Studies/Real Estate
University of California, Los Angeles 1981 — 1986
BA, Economics & Communications Studies
Benjamin Alimansky's First Boston Experience 1991 - 1993
Job Managing Director at Glenmede Trust Company
Industry Financial Services
Experience
Glenmede Trust Company October 2008 - Present
Brooklyn NY Holdings, LLC July 2006 - October 2008
Olympia 2005 - 2006
Deutsche Asset Management 2003 - 2005
Goldman Sachs March 1994 - December 2003
First Boston 1991 - 1993
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Venture capital and entrepreneurship
Columbia Engineering 1987 — 1991
Bachelor of Science, Computer Science
Glenmede Trust Company October 2008 - Present
Brooklyn NY Holdings, LLC July 2006 - October 2008
Olympia 2005 - 2006
Deutsche Asset Management 2003 - 2005
Goldman Sachs March 1994 - December 2003
First Boston 1991 - 1993
Education
Columbia University - Columbia Business School 1997 — 1999
MBA, Venture capital and entrepreneurship
Columbia Engineering 1987 — 1991
Bachelor of Science, Computer Science
Gloria L. Katona's First Boston Experience July 1984 - December 1989
Job Merrill Lynch
Industry Financial Services
Experience
Merrill Lynch July 2015 - Present
Maxim Group July 2014 - November 2014
Brean Murray, Carret & Co. March 2011 - June 2012
Caris & Company January 2009 - February 2010
Lehman Brothers September 2005 - November 2008
Wachovia Securities, LLC April 1990 - January 2005
Wheat First Butcher Singer 1990 - 2005
First Boston July 1984 - December 1989
Skills
Asset Managment, Securities, Equities, Series 7, Investments, Mentoring, Series 63, Client Development, Cold Calling, Oral & Written..., Asset Management, Strategy, Investment Management, Portfolio Management, Investment Banking, Trading
Education
Harvard Business School 1983 — 1985
Master of Business Administration (M.B.A.)
The College of New Jersey 1975 — 1979
B.S., summa cum laude, Special Education
Merrill Lynch July 2015 - Present
Maxim Group July 2014 - November 2014
Brean Murray, Carret & Co. March 2011 - June 2012
Caris & Company January 2009 - February 2010
Lehman Brothers September 2005 - November 2008
Wachovia Securities, LLC April 1990 - January 2005
Wheat First Butcher Singer 1990 - 2005
First Boston July 1984 - December 1989
Skills
Asset Managment, Securities, Equities, Series 7, Investments, Mentoring, Series 63, Client Development, Cold Calling, Oral & Written..., Asset Management, Strategy, Investment Management, Portfolio Management, Investment Banking, Trading
Education
Harvard Business School 1983 — 1985
Master of Business Administration (M.B.A.)
The College of New Jersey 1975 — 1979
B.S., summa cum laude, Special Education
Phillip Juno Raby's First Boston Experience 1987 - 1989
Job Principal at New Urban Investments LLC
Industry Real Estate
Experience
New Urban Investments LLC 2001 - Present
Smith Barney 1987 - 1995
First Boston 1987 - 1989
Credit Suisse 1983 - 1987
Skills
Real Estate Transactions, Real Estate Development, Real Estate, Investment Properties, Valuation, Brokerage, Investments, Leases, Real Estate Economics, Disposition, Asset Management, Commercial Real Estate, Property Management, Foreclosures, Sellers, Location Intelligence
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Master of Business Administration (MBA)
Georgetown University 1979 — 1981
Bachelor of Arts (B.A.), Economics
New Urban Investments LLC 2001 - Present
Smith Barney 1987 - 1995
First Boston 1987 - 1989
Credit Suisse 1983 - 1987
Skills
Real Estate Transactions, Real Estate Development, Real Estate, Investment Properties, Valuation, Brokerage, Investments, Leases, Real Estate Economics, Disposition, Asset Management, Commercial Real Estate, Property Management, Foreclosures, Sellers, Location Intelligence
Education
Northwestern University - Kellogg School of Management 1984 — 1986
Master of Business Administration (MBA)
Georgetown University 1979 — 1981
Bachelor of Arts (B.A.), Economics
Daniel Fitzpatrick's First Boston Experience March 1987 - November 1990
Job JP Morgan, Vice President, Global Technology
Industry Financial Services
Experience
JP Morgan Chase November 2009 - Present
Thomson Financial/TradeWeb April 2005 - March 2009
Crown Financial June 2003 - October 2004
SIP Inc April 2002 - June 2003
Jefferies & Company 1999 - 2002
Cowen and Company 1991 - 1999
First Boston March 1987 - November 1990
Merrill Lynch 1983 - 1987
Skills
Equities, Trading, Equity Trading, Electronic Trading, Options, Capital Markets, Series 7, Fixed Income, Trading Systems, ETFs, Investment Banking, Hedge Funds, Bonds, Bloomberg, Financial Markets, Securities, FINRA, Asset Managment, Series 63, FX Options, Financial Modeling, SDLC, Market Making, Derivatives, Equity Derivatives, Market Data
Education
Bucknell University 1979 — 1983
BA, Economics
JP Morgan Chase November 2009 - Present
Thomson Financial/TradeWeb April 2005 - March 2009
Crown Financial June 2003 - October 2004
SIP Inc April 2002 - June 2003
Jefferies & Company 1999 - 2002
Cowen and Company 1991 - 1999
First Boston March 1987 - November 1990
Merrill Lynch 1983 - 1987
Skills
Equities, Trading, Equity Trading, Electronic Trading, Options, Capital Markets, Series 7, Fixed Income, Trading Systems, ETFs, Investment Banking, Hedge Funds, Bonds, Bloomberg, Financial Markets, Securities, FINRA, Asset Managment, Series 63, FX Options, Financial Modeling, SDLC, Market Making, Derivatives, Equity Derivatives, Market Data
Education
Bucknell University 1979 — 1983
BA, Economics
Scott Gimpel's First Boston Experience July 1988 - March 1991
Job Cofounder and Partner at Webbs Hill Advisors
Industry Research
Experience
Webbs Hill Advisors September 2014 - Present
RBS Markets & International Banking October 2008 - August 2014
RBS Greenwich Capital April 1991 - September 2008
First Boston July 1988 - March 1991
IBM July 1983 - June 1986
The Johns Hopkins University Applied Physics Laboratory November 1979 - May 1983
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
MSIA
The Johns Hopkins University 1979 — 1983
BES, Mathematical Sciences (Operations Research)
Webbs Hill Advisors September 2014 - Present
RBS Markets & International Banking October 2008 - August 2014
RBS Greenwich Capital April 1991 - September 2008
First Boston July 1988 - March 1991
IBM July 1983 - June 1986
The Johns Hopkins University Applied Physics Laboratory November 1979 - May 1983
Education
Carnegie Mellon University - Tepper School of Business 1986 — 1988
MSIA
The Johns Hopkins University 1979 — 1983
BES, Mathematical Sciences (Operations Research)
Carl Gambrell's First Boston Experience 1984 - 1998
Job Principal at Nicholas Hoffman & Company
Industry Investment Management
Experience
Nicholas Hoffman & Company September 2009 - Present
Merrill Lynch May 1998 - May 2009
Credit Suisse First Boston March 1984 - April 1998
first boston 1984 - 1998
Education
Mississippi State University 1973 — 1976
B.S., finance
Nicholas Hoffman & Company September 2009 - Present
Merrill Lynch May 1998 - May 2009
Credit Suisse First Boston March 1984 - April 1998
first boston 1984 - 1998
Education
Mississippi State University 1973 — 1976
B.S., finance
Roy Corr's First Boston Experience 1987 - 1995
Job Managing Director at Salem Partners LLC
Industry Investment Management
Experience
Salem Partners LLC December 2014 - October 2015
Citi 2011 - 2014
Guggenheim Partners 2002 - 2011
Guggenheim Securities, LLC 2002 - 2005
Thomas Weisel Partners 1999 - 2002
Montgomery Securities 1996 - 1999
Citibank Private Bank 1995 - 1996
First Boston 1987 - 1995
Skills
Asset Management, Alternative Investments, Hedge Funds, Securities, Equities, Investments, Investment Banking, Derivatives, Private Equity, Trading, Asset Managment, Capital Markets, Investment Management, Portfolio Management, Fixed Income, Valuation, Venture Capital, Asset Allocation, Private Placements, Due Diligence
Education
Georgia State University Graduate School 1989 — 1991
Saint Louis University 1982 — 1986
BSBA, Finance
Salem Partners LLC December 2014 - October 2015
Citi 2011 - 2014
Guggenheim Partners 2002 - 2011
Guggenheim Securities, LLC 2002 - 2005
Thomas Weisel Partners 1999 - 2002
Montgomery Securities 1996 - 1999
Citibank Private Bank 1995 - 1996
First Boston 1987 - 1995
Skills
Asset Management, Alternative Investments, Hedge Funds, Securities, Equities, Investments, Investment Banking, Derivatives, Private Equity, Trading, Asset Managment, Capital Markets, Investment Management, Portfolio Management, Fixed Income, Valuation, Venture Capital, Asset Allocation, Private Placements, Due Diligence
Education
Georgia State University Graduate School 1989 — 1991
Saint Louis University 1982 — 1986
BSBA, Finance
Diane Wheeler's First Boston Experience 1983 - 1985
Job Senior Portfolio Manager at BNY Mellon Wealth Management
Industry Real Estate
Experience
BNY Mellon Wealth Management August 2014 - Present
Putnam Investments 1988 - 2000
Goldman Sachs June 1987 - September 1987
First Boston 1983 - 1985
Education
Rice University - Jesse H. Jones Graduate School of Business 1986 — 1988
MBA, Finance and Entrepreneurship
Yale University 1979 — 1983
BA, History
BNY Mellon Wealth Management August 2014 - Present
Putnam Investments 1988 - 2000
Goldman Sachs June 1987 - September 1987
First Boston 1983 - 1985
Education
Rice University - Jesse H. Jones Graduate School of Business 1986 — 1988
MBA, Finance and Entrepreneurship
Yale University 1979 — 1983
BA, History
Sanjeev Kalra's First Boston Experience July 1993 - March 1994
Job Consultant at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse January 2004 - Present
Credit Suisse April 2003 - December 2003
Credit Suisse First Boston May 1998 - August 2001
Pershing December 1997 - May 1998
Transamerica Leasing April 1994 - January 1997
First Boston July 1993 - March 1994
Skills
Investment Banking
Education
Delhi College of Engineering 1981 — 1985
B.E., Electronics & Communications
Credit Suisse January 2004 - Present
Credit Suisse April 2003 - December 2003
Credit Suisse First Boston May 1998 - August 2001
Pershing December 1997 - May 1998
Transamerica Leasing April 1994 - January 1997
First Boston July 1993 - March 1994
Skills
Investment Banking
Education
Delhi College of Engineering 1981 — 1985
B.E., Electronics & Communications
John Maiello's First Boston Experience 1999 - 2004
Job Private Money Manager
Industry Financial Services
Experience
Trinity Capital LLC July 2009 - Present
Edward Jones 2006 - 2009
First Boston 1999 - 2004
Skills
Electronic Trading, Mutual Funds, Trading, Securities, Investments, Financial Risk, Hedge Funds, Equities, Investment Strategies, Portfolio Management, Sales, Strategic Financial..., Hedging, Fixed Income, Emerging Markets, Asset Management, Management, Alternative Investments, Capital Markets, Derivatives, Business Development
Education
State University of New York College at Oswego 1993 — 1998
BA, Communications
Trinity Capital LLC July 2009 - Present
Edward Jones 2006 - 2009
First Boston 1999 - 2004
Skills
Electronic Trading, Mutual Funds, Trading, Securities, Investments, Financial Risk, Hedge Funds, Equities, Investment Strategies, Portfolio Management, Sales, Strategic Financial..., Hedging, Fixed Income, Emerging Markets, Asset Management, Management, Alternative Investments, Capital Markets, Derivatives, Business Development
Education
State University of New York College at Oswego 1993 — 1998
BA, Communications
Bernard Lirola's First Boston Experience 1978 - 1990
Job Managing Director at Needham & Company
Industry Investment Banking
Experience
Needham & Company August 1994 - Present
First Boston 1978 - 1990
Education
Harvard Business School 1974 — 1976
Graduate, Economics
Ecole polytechnique 1971 — 1974
Diplome, Science
Needham & Company August 1994 - Present
First Boston 1978 - 1990
Education
Harvard Business School 1974 — 1976
Graduate, Economics
Ecole polytechnique 1971 — 1974
Diplome, Science
Andrew J. Galligan, Jr., CFA's First Boston Experience June 1991 - June 1993
Job Senior Investment Analyst at American Century Investments
Industry Investment Management
Experience
American Century Investments September 2015 - Present
TimeSquare Capital Management September 2000 - November 2011
Fiduciary Trust Company June 1998 - September 2000
Lehman Brothers September 1996 - May 1998
McDaniels S.A. July 1993 - July 1994
First Boston June 1991 - June 1993
Skills
Equities, Financial Modeling, Equity Research, Portfolio Management, Investments, Asset Management, Corporate Finance, Equity Valuation, Hedge Funds, Valuation, Alternative Investments, Capital Markets, Bloomberg, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance and Strategy
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Strategy and Finance
Cornell University 1987 — 1991
BS, Economics and Finance
American Century Investments September 2015 - Present
TimeSquare Capital Management September 2000 - November 2011
Fiduciary Trust Company June 1998 - September 2000
Lehman Brothers September 1996 - May 1998
McDaniels S.A. July 1993 - July 1994
First Boston June 1991 - June 1993
Skills
Equities, Financial Modeling, Equity Research, Portfolio Management, Investments, Asset Management, Corporate Finance, Equity Valuation, Hedge Funds, Valuation, Alternative Investments, Capital Markets, Bloomberg, Mutual Funds
Education
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Finance and Strategy
University of Pennsylvania - The Wharton School 1994 — 1996
MBA, Strategy and Finance
Cornell University 1987 — 1991
BS, Economics and Finance
Edward Jones
Donaldson, Lufkin & Jenrette
Imation
Morgan Keegan
Bain Capital
Edward Jones Investments
union bank of switzerland
DLJ