ING Barings LLC
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ING Barings LLC Employees
Employee
Years
Job
Industry
Charles Aquino Charles Aquino's ING Barings LLC Experience August 1999 - June 2000
Job Managing Director at Western Reserve Partners LLC
Industry Investment Banking
Experience
Western Reserve Partners LLC July 2004 - Present
The Lake Erie Nature & Science Center 2006 - Present
KeyBanc Capital Markets July 2000 - June 2004
ING Barings LLC August 1999 - June 2000
Skills
Mergers & Acquisitions, Financial Opinions, Capital Raising, Bankruptcy &..., Public Company Advisory, Private Equity, Process Strategy &..., Manage Client..., New Business Development, Business Services..., Consumer Industry, Non-Profit Board...
Education
John Carroll University 1995 — 1999
BSBA, Finance / Economics
Western Reserve Partners LLC July 2004 - Present
The Lake Erie Nature & Science Center 2006 - Present
KeyBanc Capital Markets July 2000 - June 2004
ING Barings LLC August 1999 - June 2000
Skills
Mergers & Acquisitions, Financial Opinions, Capital Raising, Bankruptcy &..., Public Company Advisory, Private Equity, Process Strategy &..., Manage Client..., New Business Development, Business Services..., Consumer Industry, Non-Profit Board...
Education
John Carroll University 1995 — 1999
BSBA, Finance / Economics
Mark Seffinger Mark Seffinger's ING Barings LLC Experience 1998 - 2000
Job Managing DirectorHead of Equities and Credit Products Compliance at Barclays
Industry Investment Banking
Experience
Barclays Capital September 2012 - Present
Deutsche Bank February 2009 - August 2012
Deutsche Bank October 2002 - February 2009
ABN AMRO Incorporated 2000 - October 2002
ING Barings LLC 1998 - 2000
Furman Selz LLC 1997 - 1998
Prudential Securities Inc. October 1992 - July 1997
Skills
Prime Brokerage, Hedge Funds, ISDA, Securities Regulation, Securities, Swaps, Derivatives, Equities, Structured Products, FINRA, Securities Lending, Dodd-Frank, Equity Derivatives, Fixed Income, Alternative Investments, Equity Trading, Series 7, Broker-Dealer, Finance, Capital Markets, Settlement
Education
Fordham University School of Law 1989 — 1992
J.D., Law
University of Pennsylvania - The Wharton School 1985 — 1989
B.S., Economics
Barclays Capital September 2012 - Present
Deutsche Bank February 2009 - August 2012
Deutsche Bank October 2002 - February 2009
ABN AMRO Incorporated 2000 - October 2002
ING Barings LLC 1998 - 2000
Furman Selz LLC 1997 - 1998
Prudential Securities Inc. October 1992 - July 1997
Skills
Prime Brokerage, Hedge Funds, ISDA, Securities Regulation, Securities, Swaps, Derivatives, Equities, Structured Products, FINRA, Securities Lending, Dodd-Frank, Equity Derivatives, Fixed Income, Alternative Investments, Equity Trading, Series 7, Broker-Dealer, Finance, Capital Markets, Settlement
Education
Fordham University School of Law 1989 — 1992
J.D., Law
University of Pennsylvania - The Wharton School 1985 — 1989
B.S., Economics
Jack De Nichilo Jack De Nichilo's ING Barings LLC Experience January 2000 - February 2001
Job IT Financial Controller at Merrill Lynch / Bank of America
Industry Financial Services
Experience
Merrill Lynch / Bank of America October 2007 - Present
Barclays Capital February 2001 - September 2007
ING Barings LLC January 2000 - February 2001
Skills
Capital Markets, Credit Analysis, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Investment Banking, Risk Management, Bloomberg, Portfolio Management, Valuation, Hedge Funds
Education
St. Peter's College 1989 — 1994
Bachelor of Science (B.S.), Computer Science
Merrill Lynch / Bank of America October 2007 - Present
Barclays Capital February 2001 - September 2007
ING Barings LLC January 2000 - February 2001
Skills
Capital Markets, Credit Analysis, Derivatives, Equities, Finance, Financial Analysis, Financial Modeling, Financial Reporting, Fixed Income, Investment Banking, Risk Management, Bloomberg, Portfolio Management, Valuation, Hedge Funds
Education
St. Peter's College 1989 — 1994
Bachelor of Science (B.S.), Computer Science
Thomas P. Graham IV Thomas P. Graham IV's ING Barings LLC Experience 1996 - 2000
Job Consultant at The Bookkeeping Company of New York City
Industry Nonprofit Organization Management
Experience
The Bookkeeping Company of New York City 2012 - 2014
The Bookkeeping Center October 2009 - September 2012
law firm 2005 - 2009
Mail.com Media Corporation 2000 - 2001
ING Barings LLC 1996 - 2000
Skills
Strategic Planning, Public Speaking, Nonprofits, Volunteer Management, Training, Non-profits, Leadership, Fundraising, QuickBooks, Writing, Budgets, Mentoring, Consulting, Entrepreneurship, Grant Writing, Leadership Development, Management, Public Relations, Small Business, Team Building
Education
Touro College Jacob D. Fuchsberg Law Center 2003 — 2005
J.D., Law
Susquehanna University 1989 — 1993
B.A.
Ridgewood High School 1986 — 1989
The Bookkeeping Company of New York City 2012 - 2014
The Bookkeeping Center October 2009 - September 2012
law firm 2005 - 2009
Mail.com Media Corporation 2000 - 2001
ING Barings LLC 1996 - 2000
Skills
Strategic Planning, Public Speaking, Nonprofits, Volunteer Management, Training, Non-profits, Leadership, Fundraising, QuickBooks, Writing, Budgets, Mentoring, Consulting, Entrepreneurship, Grant Writing, Leadership Development, Management, Public Relations, Small Business, Team Building
Education
Touro College Jacob D. Fuchsberg Law Center 2003 — 2005
J.D., Law
Susquehanna University 1989 — 1993
B.A.
Ridgewood High School 1986 — 1989
Jessica Davies, CFA Jessica Davies, CFA's ING Barings LLC Experience May 2000 - March 2001
Job UX Designer | Business Strategist | Health Care SME
Industry Internet
Experience
General Assembly June 2015 - August 2015
Victory Healthcare November 2013 - September 2014
Consilium Global Research January 2009 - October 2013
WWE October 2012 - April 2013
Rochdale Investment Management October 2002 - October 2008
Goldman Sachs March 2001 - March 2002
ING Barings LLC May 2000 - March 2001
Columbia Cornell Care LLC New York, NY September 1999 - May 2000
Ernst & Young LLP April 1998 - September 1999
Deloitte & Touche LLP July 1996 - April 1998
Skills
User Research, Competitive Analysis, Interviews, Design, Storytelling, Storyboarding, Wireframes, Doodling, Copywriting, Writing, User Flows, Research, Problem Solving, Psychology, Rapid Prototyping, Stakeholder Engagement, Interaction Design, Cognitive Psychology, Market Analysis, Valuation, Equity Research, Investments, Financial Modeling, Equities, Financial Analysis, Social Media, Asset Management, Bloomberg, Microsoft Office, Asset Managment, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Excel, Word, Paper Prototyping, Team Building, Strategy, Start-ups, Hedge Funds, Analysis, Due Diligence, Mergers & Acquisitions, Management, Fixed Income
Education
Harvard School of Public Health 1994 — 1996
MS, Health Policy & Management
University of California, Berkeley 1991 — 1994
BA, psychology
General Assembly June 2015 - August 2015
Victory Healthcare November 2013 - September 2014
Consilium Global Research January 2009 - October 2013
WWE October 2012 - April 2013
Rochdale Investment Management October 2002 - October 2008
Goldman Sachs March 2001 - March 2002
ING Barings LLC May 2000 - March 2001
Columbia Cornell Care LLC New York, NY September 1999 - May 2000
Ernst & Young LLP April 1998 - September 1999
Deloitte & Touche LLP July 1996 - April 1998
Skills
User Research, Competitive Analysis, Interviews, Design, Storytelling, Storyboarding, Wireframes, Doodling, Copywriting, Writing, User Flows, Research, Problem Solving, Psychology, Rapid Prototyping, Stakeholder Engagement, Interaction Design, Cognitive Psychology, Market Analysis, Valuation, Equity Research, Investments, Financial Modeling, Equities, Financial Analysis, Social Media, Asset Management, Bloomberg, Microsoft Office, Asset Managment, Microsoft Excel, PowerPoint, Public Speaking, Microsoft Word, Excel, Word, Paper Prototyping, Team Building, Strategy, Start-ups, Hedge Funds, Analysis, Due Diligence, Mergers & Acquisitions, Management, Fixed Income
Education
Harvard School of Public Health 1994 — 1996
MS, Health Policy & Management
University of California, Berkeley 1991 — 1994
BA, psychology
Lukas Lipinski Lukas Lipinski's ING Barings LLC Experience September 2000 - May 2002
Job Public Diplomacy
Industry Government Administration
Experience
Embassy of Poland in Washington DC 2014 - Present
Embassy of Poland In Washington DC July 2013 - Present
Lipinski Brands January 2003 - January 2013
Grameen America March 2009 - September 2011
FINCA International March 2009 - June 2009
ING Barings LLC September 2000 - May 2002
Merrill Lynch June 1998 - August 1999
Skills
Economics, Economic Development, Economic Modeling, International Finance, Corporate Finance, Trade Finance, Management Accounting, Strategic Planning, Financial Modeling, International Project..., Microfinance, Equity Research, Diplomacy, Economic Policy, Foreign Policy, Public Relations, Marketing, Public Policy, International Economics, Policy Analysis, Start-ups, Business Planning, Entrepreneurship, Nonprofits
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
Masters
Rutgers University-New Brunswick 1994 — 1999
B.A.
Walt Whitman High School 1990 — 1994
Bethesda, MD
Embassy of Poland in Washington DC 2014 - Present
Embassy of Poland In Washington DC July 2013 - Present
Lipinski Brands January 2003 - January 2013
Grameen America March 2009 - September 2011
FINCA International March 2009 - June 2009
ING Barings LLC September 2000 - May 2002
Merrill Lynch June 1998 - August 1999
Skills
Economics, Economic Development, Economic Modeling, International Finance, Corporate Finance, Trade Finance, Management Accounting, Strategic Planning, Financial Modeling, International Project..., Microfinance, Equity Research, Diplomacy, Economic Policy, Foreign Policy, Public Relations, Marketing, Public Policy, International Economics, Policy Analysis, Start-ups, Business Planning, Entrepreneurship, Nonprofits
Education
University of Maryland - Robert H. Smith School of Business 2003 — 2005
Masters
Rutgers University-New Brunswick 1994 — 1999
B.A.
Walt Whitman High School 1990 — 1994
Bethesda, MD
George Covo's ING Barings LLC Experience March 1997 - January 2000
Job Director at HSBC Securities
Industry Banking
Experience
HSBC Securities March 2013 - Present
HSBC Private Bank - Alternative Investments Group March 2006 - February 2013
Citigroup January 2000 - March 2006
ING Barings, LLC March 1997 - January 2000
Skills
Operational Due..., Alternative Investments, hedge funds, Latin America, Treasury, Correspondent Banking, Trade Finance, International Trade, Trading Strategies, Prime Brokerage, Compliance, Operational Control, Valuation, Credit Analysis, Financial Statement..., Due Diligence, Investments, Risk Management, Fixed Income, Hedge Funds, Asset Management, Mutual Funds, Portfolio Management
Education
Pace University - Lubin School of Business
International Management
Bank of New York Credit (Stroble) Training Program
HSBC Securities March 2013 - Present
HSBC Private Bank - Alternative Investments Group March 2006 - February 2013
Citigroup January 2000 - March 2006
ING Barings, LLC March 1997 - January 2000
Skills
Operational Due..., Alternative Investments, hedge funds, Latin America, Treasury, Correspondent Banking, Trade Finance, International Trade, Trading Strategies, Prime Brokerage, Compliance, Operational Control, Valuation, Credit Analysis, Financial Statement..., Due Diligence, Investments, Risk Management, Fixed Income, Hedge Funds, Asset Management, Mutual Funds, Portfolio Management
Education
Pace University - Lubin School of Business
International Management
Bank of New York Credit (Stroble) Training Program
T. Corby Hocker's ING Barings LLC Experience 2000 - 2001
Job Senior Financial Executive / CFO
Industry Investment Banking
Experience
Tellus Technology, Inc. July 2014 - Present
Fairway Group Holdings Corp February 2012 - November 2014
Broadband Capital Management, LLC March 2007 - June 2012
QueueVision Inc. January 2011 - May 2012
Morgan Joseph & Co. 2001 - 2007
ING Barings LLC 2000 - 2001
Nexbridge Capital Markets LLC (affiliated with Citadel Investment Group LLC) 1999 - 2000
HCFP/Brenner Securities, LLC 1996 - 1999
Bigelow & Company 1995 - 1996
Drexel Burnham Lambert 1987 - 1995
Skills
Financial Management, Accounting Management, Mergers & Acquisitions, Corporate Finance, Start-ups, Private Equity, Capital Markets, Forecasting, Financial Modeling, Finance, Mergers, IPO, Investment Banking, Financial Reporting, Analysis, Investments, Portfolio Management, Equities, Budgets, Strategic Planning, Business Planning, Negotiation, Project Planning, Operating Models, M&A, Operational Modeling, Private Equity..., Finance & Accounting, Executive Leadership, Financial Analysis, Budgeting, Corporate Governance, Operations Management, SEC Compliance, Treasury, B, Banking
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Finance
Columbia High School
Tellus Technology, Inc. July 2014 - Present
Fairway Group Holdings Corp February 2012 - November 2014
Broadband Capital Management, LLC March 2007 - June 2012
QueueVision Inc. January 2011 - May 2012
Morgan Joseph & Co. 2001 - 2007
ING Barings LLC 2000 - 2001
Nexbridge Capital Markets LLC (affiliated with Citadel Investment Group LLC) 1999 - 2000
HCFP/Brenner Securities, LLC 1996 - 1999
Bigelow & Company 1995 - 1996
Drexel Burnham Lambert 1987 - 1995
Skills
Financial Management, Accounting Management, Mergers & Acquisitions, Corporate Finance, Start-ups, Private Equity, Capital Markets, Forecasting, Financial Modeling, Finance, Mergers, IPO, Investment Banking, Financial Reporting, Analysis, Investments, Portfolio Management, Equities, Budgets, Strategic Planning, Business Planning, Negotiation, Project Planning, Operating Models, M&A, Operational Modeling, Private Equity..., Finance & Accounting, Executive Leadership, Financial Analysis, Budgeting, Corporate Governance, Operations Management, SEC Compliance, Treasury, B, Banking
Education
Bentley University 1983 — 1987
Bachelor of Science (B.S.), Finance
Columbia High School
Brendan Loonam's ING Barings LLC Experience August 1999 - April 2001
Job Director at FINRA
Industry Financial Services
Experience
FINRA January 2004 - Present
ING Financial Markets May 2002 - July 2003
ABN AMRO April 2001 - April 2002
ING Barings LLC August 1999 - April 2001
Daiwa Securities September 1997 - August 1999
Education
Boston College 1993 — 1997
BS, Finance
Regis High School 1989 — 1993
FINRA January 2004 - Present
ING Financial Markets May 2002 - July 2003
ABN AMRO April 2001 - April 2002
ING Barings LLC August 1999 - April 2001
Daiwa Securities September 1997 - August 1999
Education
Boston College 1993 — 1997
BS, Finance
Regis High School 1989 — 1993
Jose C. Pombo's ING Barings LLC Experience October 1998 - February 2000
Job Vice President at Nomura Securities
Industry Financial Services
Experience
Nomura Securities December 2011 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. June 2009 - December 2011
Lehman Brothers 2003 - 2008
SG Cowen Securities Corp November 2001 - July 2003
JP Morgan Chase & Co May 2000 - November 2001
ING Barings LLC October 1998 - February 2000
ING Barings LLC February 1999 - May 1999
Skills
Investment Banking, Banking, Equities, Securities, Financial Markets, FINRA, Financial Risk, Financial Services, Capital Markets, Risk Management, Investments, Corporate Finance, Trading, Derivatives, Alternative Investments, Bloomberg, Fixed Income, Options, Hedge Funds
Education
New York University
B.A.
Nomura Securities December 2011 - Present
The Bank of Tokyo-Mitsubishi UFJ, Ltd. June 2009 - December 2011
Lehman Brothers 2003 - 2008
SG Cowen Securities Corp November 2001 - July 2003
JP Morgan Chase & Co May 2000 - November 2001
ING Barings LLC October 1998 - February 2000
ING Barings LLC February 1999 - May 1999
Skills
Investment Banking, Banking, Equities, Securities, Financial Markets, FINRA, Financial Risk, Financial Services, Capital Markets, Risk Management, Investments, Corporate Finance, Trading, Derivatives, Alternative Investments, Bloomberg, Fixed Income, Options, Hedge Funds
Education
New York University
B.A.
James McNaughton's ING Barings LLC Experience 1997 - 1999
Job Managing Director at Janney Montgomery Scott
Industry Investment Banking
Experience
Janney Montgomery Scott November 2001 - Present
GE Capital June 2000 - August 2000
ING Barings LLC 1997 - 1999
Furman Selz LLC 1996 - 1997
Skills
Investment Banking, Private Equity, Private Placements, Valuation, Corporate Development, Corporate Finance, Mergers & Acquisitions, Venture Capital, Capital Markets, LBO, IPO, Alternative Investments, M&A experience, Due Diligence, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Pennsylvania - The Wharton School 1992 — 1996
BSE, Finance
Janney Montgomery Scott November 2001 - Present
GE Capital June 2000 - August 2000
ING Barings LLC 1997 - 1999
Furman Selz LLC 1996 - 1997
Skills
Investment Banking, Private Equity, Private Placements, Valuation, Corporate Development, Corporate Finance, Mergers & Acquisitions, Venture Capital, Capital Markets, LBO, IPO, Alternative Investments, M&A experience, Due Diligence, Financial Modeling
Education
New York University - Leonard N. Stern School of Business 1999 — 2001
MBA, Finance
University of Pennsylvania - The Wharton School 1992 — 1996
BSE, Finance
Sarah (Lochner) Schachinger's ING Barings LLC Experience July 2000 - March 2001
Job Director, BlackRock
Industry Financial Services
Experience
BlackRock November 2011 - Present
BlackRock March 2006 - November 2011
BlackRock March 2004 - March 2006
Wachovia Securities, LLC March 2001 - March 2004
ING Barings, LLC July 2000 - March 2001
Skills
Investments, ETFs, Investment Strategies, Asset Allocation, Series 63, Series 7, Series 65
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of California, Berkeley, Haas School of Business 2008 — 2010
MBA, Finance
Brown University 1996 — 2000
BA, Business Economics
BlackRock November 2011 - Present
BlackRock March 2006 - November 2011
BlackRock March 2004 - March 2006
Wachovia Securities, LLC March 2001 - March 2004
ING Barings, LLC July 2000 - March 2001
Skills
Investments, ETFs, Investment Strategies, Asset Allocation, Series 63, Series 7, Series 65
Education
Columbia University - Columbia Business School 2008 — 2010
MBA, Finance
University of California, Berkeley, Haas School of Business 2008 — 2010
MBA, Finance
Brown University 1996 — 2000
BA, Business Economics
Steve Helland's ING Barings LLC Experience 2000 - 2001
Job Senior Vice President, Head of Investor Relations at Promise Healthcare Group, LLC
Industry Hospital & Health Care
Experience
Promise Healthcare Group, LLC August 2015 - Present
Cole Avenue Partners, LP / Promise Healthcare Group, LLC June 2013 - Present
SSR Capital Partners, LP 2003 - Present
Scottish Re Group 2001 - 2003
ING Barings, LLC 2000 - 2001
Prudential Securities, Inc 1987 - 2000
Salomon Brothers, Inc 1985 - 1987
Skills
Hedge Funds, Investments, Fund Of Funds, Portfolio Management, Capital Raising, Asset Managment, Distressed Debt, Distressed Illiquid..., Restructuring, Asset Management, Due Diligence, Capital Markets, Investment Banking, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance, Accounting
Promise Healthcare Group, LLC August 2015 - Present
Cole Avenue Partners, LP / Promise Healthcare Group, LLC June 2013 - Present
SSR Capital Partners, LP 2003 - Present
Scottish Re Group 2001 - 2003
ING Barings, LLC 2000 - 2001
Prudential Securities, Inc 1987 - 2000
Salomon Brothers, Inc 1985 - 1987
Skills
Hedge Funds, Investments, Fund Of Funds, Portfolio Management, Capital Raising, Asset Managment, Distressed Debt, Distressed Illiquid..., Restructuring, Asset Management, Due Diligence, Capital Markets, Investment Banking, Equities
Education
The University of Texas at Austin - The Red McCombs School of Business
BBA, Finance, Accounting
Marc Kutik's ING Barings LLC Experience June 1999 - January 2001
Job Senior Managing Director Chief Risk Officer at ORIX USA Corporation
Industry Financial Services
Experience
ORIX USA Corporation February 2014 - Present
Aozora Bank, Limited July 2013 - Present
Aozora Bank November 2009 - July 2013
Garrison Investment Group April 2007 - June 2009
StoneCastle Partners, LLC March 2006 - April 2007
Forest Investment Management May 2004 - February 2006
Shinsei Bank Limited April 2001 - March 2004
ING - Barings, LLC June 1999 - January 2001
Paine Webber 1992 - 1994
Citibank 1988 - 1989
Skills
Mergers & Acquisitions, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Equities, Risk Management, Credit, Hedge Funds, Structured Finance, Financial Risk
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
Rutgers University-New Brunswick 1975 — 1979
BA, Political Science
ORIX USA Corporation February 2014 - Present
Aozora Bank, Limited July 2013 - Present
Aozora Bank November 2009 - July 2013
Garrison Investment Group April 2007 - June 2009
StoneCastle Partners, LLC March 2006 - April 2007
Forest Investment Management May 2004 - February 2006
Shinsei Bank Limited April 2001 - March 2004
ING - Barings, LLC June 1999 - January 2001
Paine Webber 1992 - 1994
Citibank 1988 - 1989
Skills
Mergers & Acquisitions, Asset Managment, Investments, Fixed Income, Portfolio Management, Asset Management, Equities, Risk Management, Credit, Hedge Funds, Structured Finance, Financial Risk
Education
Boston College - Wallace E. Carroll Graduate School of Management 1980 — 1982
MBA, Finance
Rutgers University-New Brunswick 1975 — 1979
BA, Political Science
Robert Vicas's ING Barings LLC Experience 1997 - 2000
Job Strategic and trusted financial advisor
Industry Financial Services
Experience
R Vicas Associates July 2008 - Present
Double V Management, L.P. 2003 - 2008
ING Asset Management 2000 - 2003
ING Barings, LLC 1997 - 2000
Furman Selz, LLC, New York, NY 1984 - 1997
Lehman Brothers Kuhn Loeb, New York, NY 1982 - 1984
Republic National Bank, New York, NY 1979 - 1982
Skills
Fundraising, Asset Management, Communication, Investments, Equities, Portfolio Management, Market Research, Securities, Hedge Funds, Valuation, Alternative Investments, Financial Analysis, Sales, Managing Complex Sales, Team Leadership, Asset Managment, Capital Markets, Finance
Education
Institut Des Sciences Politiques
CEP
UC Santa Cruz
Bachelor of Arts (B.A.), History
R Vicas Associates July 2008 - Present
Double V Management, L.P. 2003 - 2008
ING Asset Management 2000 - 2003
ING Barings, LLC 1997 - 2000
Furman Selz, LLC, New York, NY 1984 - 1997
Lehman Brothers Kuhn Loeb, New York, NY 1982 - 1984
Republic National Bank, New York, NY 1979 - 1982
Skills
Fundraising, Asset Management, Communication, Investments, Equities, Portfolio Management, Market Research, Securities, Hedge Funds, Valuation, Alternative Investments, Financial Analysis, Sales, Managing Complex Sales, Team Leadership, Asset Managment, Capital Markets, Finance
Education
Institut Des Sciences Politiques
CEP
UC Santa Cruz
Bachelor of Arts (B.A.), History
Andrew Lipman's ING Barings LLC Experience May 2000 - October 2001
Job Portfolio Manager
Industry Investment Management
Experience
T.A. McKay & Co. September 2009 - Present
Harvest Management,LLC November 2001 - March 2008
ING Barings, LLC May 2000 - October 2001
Schroder & Co July 1996 - April 2000
Fahnestock & Co. (Now Oppenheimer Inc.) July 1992 - April 1996
Andrew Lipman Ventures October 1990 - December 1992
Am roc Investments L.P. April 1989 - October 1990
E.F. Hutton & Company Inc. / Lehman Brothers September 1986 - April 1989
Education
Harvard Law School 1983 — 1986
J.D., Taxation and Corporate Law
Yale School of Management 1981 — 1983
MBA, Finance
Princeton University 1977 — 1980
AB, Politics, Politics and Finance
T.A. McKay & Co. September 2009 - Present
Harvest Management,LLC November 2001 - March 2008
ING Barings, LLC May 2000 - October 2001
Schroder & Co July 1996 - April 2000
Fahnestock & Co. (Now Oppenheimer Inc.) July 1992 - April 1996
Andrew Lipman Ventures October 1990 - December 1992
Am roc Investments L.P. April 1989 - October 1990
E.F. Hutton & Company Inc. / Lehman Brothers September 1986 - April 1989
Education
Harvard Law School 1983 — 1986
J.D., Taxation and Corporate Law
Yale School of Management 1981 — 1983
MBA, Finance
Princeton University 1977 — 1980
AB, Politics, Politics and Finance
Whit Martin's ING Barings LLC Experience October 1995 - April 2000
Job Vice President, Mergers & Acquisitions at Air Liquide USA, LP
Industry Chemicals
Experience
Air Liquide USA, LP September 2014 - Present
Air Liquide Advanced Technologies LLC January 2014 - September 2014
Voltaix, Inc. May 2011 - January 2014
DN&C (affiliated with Voltaix, LLC) January 2004 - May 2011
Credit Suisse First Boston April 2000 - August 2001
ING Barings LLC October 1995 - April 2000
Skills
Private Equity, Mergers, Corporate Finance, Investment Banking, Renewable Energy, Project Finance, Mergers & Acquisitions, Strategic Planning, Strategy, Due Diligence, Start-ups, Investments, Management, Business Development, Venture Capital, Joint Ventures, Equities, Business Strategy
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Finance
Tufts University 1986 — 1990
BS, Political Science
Air Liquide USA, LP September 2014 - Present
Air Liquide Advanced Technologies LLC January 2014 - September 2014
Voltaix, Inc. May 2011 - January 2014
DN&C (affiliated with Voltaix, LLC) January 2004 - May 2011
Credit Suisse First Boston April 2000 - August 2001
ING Barings LLC October 1995 - April 2000
Skills
Private Equity, Mergers, Corporate Finance, Investment Banking, Renewable Energy, Project Finance, Mergers & Acquisitions, Strategic Planning, Strategy, Due Diligence, Start-ups, Investments, Management, Business Development, Venture Capital, Joint Ventures, Equities, Business Strategy
Education
Vanderbilt University - Owen Graduate School of Management 1993 — 1995
MBA, Finance
Tufts University 1986 — 1990
BS, Political Science
Diana Nichol Reck's ING Barings LLC Experience 1999 - 2001
Job Lead Portfolio Analyst at T. Rowe Price
Industry Investment Management
Experience
T. Rowe Price 2006 - Present
T. Rowe Price 2003 - 2005
London Pacific Advisors 2001 - 2002
ING Barings LLC 1999 - 2001
Russell Miller Inc. 1997 - 1999
Goldman Sachs 1991 - 1996
Education
St. Mary's College of California
MBA, Finance
University of California, Berkeley
BS, Sociology
T. Rowe Price 2006 - Present
T. Rowe Price 2003 - 2005
London Pacific Advisors 2001 - 2002
ING Barings LLC 1999 - 2001
Russell Miller Inc. 1997 - 1999
Goldman Sachs 1991 - 1996
Education
St. Mary's College of California
MBA, Finance
University of California, Berkeley
BS, Sociology