Jefferies Company
Industry: Investment banking company
DescriptionJefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management. CEO: Richard B. Handler (3 Oct 2000–) Revenue: 3.2 billion USD (11/30/17) Headquarters: New York City, New York, United States Number of employees: 3,885 Parent organization: Jefferies Financial Group Subsidiaries: Jefferies India Private Limited,
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Jefferies Employees
Employee
Years
Job
Industry
Dan Billings Dan Billings's Jefferies Experience 2010 - 2015
Job Accounting Executive | Financial Accounting & Advisory | CPA | FINRA Series 27
Industry Financial Services
Experience
Orange County, California 2015 - Present
Jefferies 2010 - 2015
Jefferies 2007 - 2014
Jefferies 1999 - 2007
KPMG US 1994 - 1999
Skills
Investment Banking, FINRA, Regulatory Reporting, Financial Reporting, Financial Analysis, Consolidations, Internal Controls, Process Improvement, Fixed Income, Finance, Consolidation
Education
Pepperdine University 1990 — 1994
Bachelor's Degree, Accounting
Orange County, California 2015 - Present
Jefferies 2010 - 2015
Jefferies 2007 - 2014
Jefferies 1999 - 2007
KPMG US 1994 - 1999
Skills
Investment Banking, FINRA, Regulatory Reporting, Financial Reporting, Financial Analysis, Consolidations, Internal Controls, Process Improvement, Fixed Income, Finance, Consolidation
Education
Pepperdine University 1990 — 1994
Bachelor's Degree, Accounting
James Carey McDonald James Carey McDonald's Jefferies Experience February 2011 - July 2013
Job Director of Delivery at Interactive Data Corporation 7ticks
Industry Banking
Experience
Interactive Data Corporation July 2014 - Present
Jefferies February 2011 - July 2013
Newedge Group January 2008 - December 2010
Newedge USA LLC May 2007 - December 2007
UBS Securities, LLC October 2006 - May 2007
ABN AMRO Incorporated August 1992 - September 2006
Chicago Corp 1992 - 1997
Skills
Electronic Trading, Derivatives, Fixed Income, Equities, Interest Rate..., Foreign Exchange, Trading System, Financial Services, Trading Systems, Options, Financial Markets, Trading, Personal Financial...
Education
United States Naval Academy 1973 — 1977
B.S.
Lake Forest Graduate School of Management 1982 — 1984
MBA
Naval War College 1998 — 2000
Northwestern University 2011 — 2011
Interactive Data Corporation July 2014 - Present
Jefferies February 2011 - July 2013
Newedge Group January 2008 - December 2010
Newedge USA LLC May 2007 - December 2007
UBS Securities, LLC October 2006 - May 2007
ABN AMRO Incorporated August 1992 - September 2006
Chicago Corp 1992 - 1997
Skills
Electronic Trading, Derivatives, Fixed Income, Equities, Interest Rate..., Foreign Exchange, Trading System, Financial Services, Trading Systems, Options, Financial Markets, Trading, Personal Financial...
Education
United States Naval Academy 1973 — 1977
B.S.
Lake Forest Graduate School of Management 1982 — 1984
MBA
Naval War College 1998 — 2000
Northwestern University 2011 — 2011
Tera Singh Tera Singh's Jefferies Experience November 2010 - Present
Job Recruiter at Swiss Post Solutions, Inc.
Industry Outsourcing/Offshoring
Experience
Swiss Post Solutions, Inc. January 2014 - Present
Jefferies November 2010 - Present
Swiss Post Solutions, Inc. January 2014 - January 2014
Sentinel Real Estate- Property Management June 2007 - August 2010
Hendrick Automotive Group June 2004 - December 2005
Skills
Leases, Microsoft Excel, Customer Service, Interviews, Training, Marketing, Time Management, Human Resources, Market Research, Invoicing, Retail, Recruiting, Screening Resumes, Employment Verifications, HR Policies, Meet Deadlines, Sales, Requisitions, Auditing, Customer Satisfaction, Account Management, Event Planning, Social Media, Team Building, Management, Leadership
Education
Loyola Marymount University 2013 — 2013
Human Resources Management Certification, Human Resources, 4.0 GPA
Friends University 2010 — 2013
Bachelor of Science, Organizational Management and Leadership, 3.61 GPA
Swiss Post Solutions, Inc. January 2014 - Present
Jefferies November 2010 - Present
Swiss Post Solutions, Inc. January 2014 - January 2014
Sentinel Real Estate- Property Management June 2007 - August 2010
Hendrick Automotive Group June 2004 - December 2005
Skills
Leases, Microsoft Excel, Customer Service, Interviews, Training, Marketing, Time Management, Human Resources, Market Research, Invoicing, Retail, Recruiting, Screening Resumes, Employment Verifications, HR Policies, Meet Deadlines, Sales, Requisitions, Auditing, Customer Satisfaction, Account Management, Event Planning, Social Media, Team Building, Management, Leadership
Education
Loyola Marymount University 2013 — 2013
Human Resources Management Certification, Human Resources, 4.0 GPA
Friends University 2010 — 2013
Bachelor of Science, Organizational Management and Leadership, 3.61 GPA
Daniel Levi Daniel Levi's Jefferies Experience November 2014 - January 2015
Job Enterprise Solutions at Bloomberg LP
Industry Information Technology and Services
Experience
Bloomberg LP January 2015 - Present
Jefferies November 2014 - January 2015
Trading Technologies June 2008 - May 2014
Trading Technologies October 2007 - June 2008
Sky July 2005 - July 2006
Education
Knowledge Academy
ITIL v3
Richdales Institute, Hammersmith Hospital 2011 — 2011
ITEC, Holistic Massage Therapy
Leeds Metropolitan University 2000 — 2003
Bachelor's Degree, Multimedia Technology
Barnet College 1997 — 2000
GNVQ, Advanced Information Technology
Bloomberg LP January 2015 - Present
Jefferies November 2014 - January 2015
Trading Technologies June 2008 - May 2014
Trading Technologies October 2007 - June 2008
Sky July 2005 - July 2006
Education
Knowledge Academy
ITIL v3
Richdales Institute, Hammersmith Hospital 2011 — 2011
ITEC, Holistic Massage Therapy
Leeds Metropolitan University 2000 — 2003
Bachelor's Degree, Multimedia Technology
Barnet College 1997 — 2000
GNVQ, Advanced Information Technology
Pete Humiston's Jefferies Experience July 2015 - Present
Job Equity Sales Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies July 2015 - Present
Jefferies LLC May 2014 - August 2014
Wall Street Oasis August 2013 - March 2014
Lambda Chi Alpha Fraternity, Inc. December 2012 - December 2013
Indiana University Kelley School of Business August 2012 - May 2013
Home Technics October 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, Team Building, New Business Development, Strategic Planning, Project Management, Financial Analysis, Equity Trading, Budgets, Entrepreneurship, Public Speaking, Team Leadership
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance
IU Investment Banking and Capital Markets Workshop 2013 — 2015
Investment Management Track - Sales and Trading
Knall-Cohen Investment Fund 2013 — 2015
Analyst
Wealth Creation Scholar 2013 — 2013
Scholar
Jefferies July 2015 - Present
Jefferies LLC May 2014 - August 2014
Wall Street Oasis August 2013 - March 2014
Lambda Chi Alpha Fraternity, Inc. December 2012 - December 2013
Indiana University Kelley School of Business August 2012 - May 2013
Home Technics October 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, Team Building, New Business Development, Strategic Planning, Project Management, Financial Analysis, Equity Trading, Budgets, Entrepreneurship, Public Speaking, Team Leadership
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance
IU Investment Banking and Capital Markets Workshop 2013 — 2015
Investment Management Track - Sales and Trading
Knall-Cohen Investment Fund 2013 — 2015
Analyst
Wealth Creation Scholar 2013 — 2013
Scholar
Treavor T. Hill Treavor T. Hill's Jefferies Experience July 2015 - Present
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies July 2015 - Present
BB&T Capital Markets November 2013 - July 2015
BB&T Capital Markets November 2012 - November 2013
BB&T Capital Markets October 2010 - November 2013
Walker & Dunlop May 2009 - August 2009
Metaview Development LLC September 2005 - August 2008
Envision Lending Group August 2003 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Capital Markets, Due Diligence, Corporate Finance, Finance, Loans, Investment Banking, Bloomberg, Underwriting, Real Estate Lending, Financial Structuring, Business Development, Portfolio Management, Equities, Private Equity, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2008 — 2010
M.B.A, Finance
Utah State University 1998 — 2002
B.S., Dual Major, Finance / Economics
Jefferies July 2015 - Present
BB&T Capital Markets November 2013 - July 2015
BB&T Capital Markets November 2012 - November 2013
BB&T Capital Markets October 2010 - November 2013
Walker & Dunlop May 2009 - August 2009
Metaview Development LLC September 2005 - August 2008
Envision Lending Group August 2003 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Investments, Capital Markets, Due Diligence, Corporate Finance, Finance, Loans, Investment Banking, Bloomberg, Underwriting, Real Estate Lending, Financial Structuring, Business Development, Portfolio Management, Equities, Private Equity, Microsoft Office
Education
Georgetown University - The McDonough School of Business 2008 — 2010
M.B.A, Finance
Utah State University 1998 — 2002
B.S., Dual Major, Finance / Economics
Rudy Gavrilov's Jefferies Experience May 2015 - July 2015
Job Senior Tax Analyst at L3 Communications
Industry Defense & Space
Experience
Hertz Herson LLP July 2015 - Present
Jefferies May 2015 - July 2015
New York Life Insurance Company April 2014 - February 2015
L-3 Communications July 2011 - March 2014
Forest Laboratories October 2007 - June 2011
Deloitte September 2005 - April 2007
Skills
Tax, Tax Preparation, CPA, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Financial Accounting, US GAAP, Corporate Tax, Tax Research, GAAP
Education
City University of New York-Queens College
Bachelor, Accounting
Hertz Herson LLP July 2015 - Present
Jefferies May 2015 - July 2015
New York Life Insurance Company April 2014 - February 2015
L-3 Communications July 2011 - March 2014
Forest Laboratories October 2007 - June 2011
Deloitte September 2005 - April 2007
Skills
Tax, Tax Preparation, CPA, Accounting, Sarbanes-Oxley Act, Internal Controls, Financial Reporting, Auditing, Financial Accounting, US GAAP, Corporate Tax, Tax Research, GAAP
Education
City University of New York-Queens College
Bachelor, Accounting
Eric Steinberg Eric Steinberg's Jefferies Experience May 2015 - July 2015
Job Investment Banking, Summer Associate at Jefferies
Industry Investment Banking
Experience
Jefferies May 2015 - July 2015
Deloitte Corporate Finance, LLC (formerly McColl Partners) June 2014 - August 2014
Wealth Access, Inc. June 2013 - August 2013
Global Payments 2010 - 2012
Education
Vanderbilt University
JD/MBA Candidate, Corporate Finance & Accounting
Georgetown University
BA, Economics
CFA Program
Jefferies May 2015 - July 2015
Deloitte Corporate Finance, LLC (formerly McColl Partners) June 2014 - August 2014
Wealth Access, Inc. June 2013 - August 2013
Global Payments 2010 - 2012
Education
Vanderbilt University
JD/MBA Candidate, Corporate Finance & Accounting
Georgetown University
BA, Economics
CFA Program
Jean-Luc Panchot Jean-Luc Panchot's Jefferies Experience May 2015 - August 2015
Job Investment Banking Summer Analyst at Jefferies
Industry Financial Services
Experience
Jefferies May 2015 - August 2015
Edward Jones April 2014 - May 2015
Innovo Solutions NPC January 2014 - May 2015
The Hoya January 2014 - January 2015
Georgetown University January 2013 - January 2015
Bear Analytics September 2014 - December 2014
World Wide Technology May 2014 - August 2014
Syberg's Dorsett May 2013 - September 2013
Laclede Gas Company May 2011 - August 2011
Skills
Leadership, Event Planning, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Facebook, Public Speaking, Time Management, Teamwork, Fundraising, Data Analysis, Event Management, Social Networking, Community Outreach, Spanish, Team Building, Critical Thinking
Education
Georgetown University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Operations and Information Management (OPIM), Finance
Lafayette Senior High
Jefferies May 2015 - August 2015
Edward Jones April 2014 - May 2015
Innovo Solutions NPC January 2014 - May 2015
The Hoya January 2014 - January 2015
Georgetown University January 2013 - January 2015
Bear Analytics September 2014 - December 2014
World Wide Technology May 2014 - August 2014
Syberg's Dorsett May 2013 - September 2013
Laclede Gas Company May 2011 - August 2011
Skills
Leadership, Event Planning, PowerPoint, Social Media, Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, Research, Facebook, Public Speaking, Time Management, Teamwork, Fundraising, Data Analysis, Event Management, Social Networking, Community Outreach, Spanish, Team Building, Critical Thinking
Education
Georgetown University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Operations and Information Management (OPIM), Finance
Lafayette Senior High
Steve Lowry's Jefferies Experience September 2014 - Present
Job Investment Banking Associate Healthcare M&A at Jefferies
Industry Investment Banking
Experience
Jefferies September 2014 - Present
KeyBanc Capital Markets September 2013 - September 2014
Training The Street 2013 - 2013
Kerburn Rose 2011 - 2013
Delta Capital Partners 2010 - 2011
Illinois Institute of Technology 2009 - 2010
Jesup & Lamont 2006 - 2008
Lehman Brothers 2006 - 2006
Bayfront Medical Center 2000 - 2003
Skills
Financial Statement..., Investment Banking, Equity Valuation, Corporate Finance, Private Equity, Financial Modeling, M&A Modeling, Equities, Portfolio Management, Bloomberg, LBO, Capital Markets, Valuation, DCF, Financial Analysis, Investments, Fixed Income, Mergers & Acquisitions, Finance, Bloomberg Terminal, Derivatives
Education
Illinois Institute of Technology 2009 — 2010
Masters in Science of Finance, Financial Engineering, Financial Programming, Corporate Finance
University of Florida 2002 — 2006
BS, Finance
Shorecrest Prep School
Jefferies September 2014 - Present
KeyBanc Capital Markets September 2013 - September 2014
Training The Street 2013 - 2013
Kerburn Rose 2011 - 2013
Delta Capital Partners 2010 - 2011
Illinois Institute of Technology 2009 - 2010
Jesup & Lamont 2006 - 2008
Lehman Brothers 2006 - 2006
Bayfront Medical Center 2000 - 2003
Skills
Financial Statement..., Investment Banking, Equity Valuation, Corporate Finance, Private Equity, Financial Modeling, M&A Modeling, Equities, Portfolio Management, Bloomberg, LBO, Capital Markets, Valuation, DCF, Financial Analysis, Investments, Fixed Income, Mergers & Acquisitions, Finance, Bloomberg Terminal, Derivatives
Education
Illinois Institute of Technology 2009 — 2010
Masters in Science of Finance, Financial Engineering, Financial Programming, Corporate Finance
University of Florida 2002 — 2006
BS, Finance
Shorecrest Prep School
Danielle Dickerson Danielle Dickerson's Jefferies Experience 2012 - Present
Job Vice President at Jefferies, LLC
Industry Investment Banking
Experience
Jefferies 2012 - Present
Skills
Team Management, Operations Management, Due Diligence, Project Management, Business Development, Recruiting, Budget Forecasts, Training & Development, Time Management, Event Management, Corporate Events, Staffing Coordination, Staffing Analysis, Event Planning, Valuation, Investment Banking, Corporate Finance, Corporate Development, Financial Analysis, Strategic Leadership
Education
Montclair State University 2004 — 2007
Bachelor, International Business
Jefferies 2012 - Present
Skills
Team Management, Operations Management, Due Diligence, Project Management, Business Development, Recruiting, Budget Forecasts, Training & Development, Time Management, Event Management, Corporate Events, Staffing Coordination, Staffing Analysis, Event Planning, Valuation, Investment Banking, Corporate Finance, Corporate Development, Financial Analysis, Strategic Leadership
Education
Montclair State University 2004 — 2007
Bachelor, International Business
Keri Roberto Keri Roberto's Jefferies Experience December 2014 - Present
Job Administrative Assistant at Jefferies
Industry Public Relations and Communications
Experience
Jefferies December 2014 - Present
dOMAIN PR November 2013 - December 2014
dOMAIN PR August 2013 - November 2013
Design Studio January 2013 - July 2013
Monmouth Park Race Track May 2012 - August 2012
Skills
Social Media Marketing, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Blogging, Tumblr, Social Networking, Marketing, Sales, Public Relations, Advertising
Education
Monmouth University 2010 — 2013
Bachelor of Arts (BA), Communication, General
Suffolk University 2008 — 2010
Jefferies December 2014 - Present
dOMAIN PR November 2013 - December 2014
dOMAIN PR August 2013 - November 2013
Design Studio January 2013 - July 2013
Monmouth Park Race Track May 2012 - August 2012
Skills
Social Media Marketing, Social Media, PowerPoint, Microsoft Word, Microsoft Excel, Customer Service, Blogging, Tumblr, Social Networking, Marketing, Sales, Public Relations, Advertising
Education
Monmouth University 2010 — 2013
Bachelor of Arts (BA), Communication, General
Suffolk University 2008 — 2010
David Kilkenny's Jefferies Experience January 2015 - Present
Job Incoming Investment Banking Summer Analyst at Jefferies
Industry Financial Services
Experience
Jefferies January 2015 - Present
Indiana University August 2012 - Present
Park Tudor School June 2011 - July 2011
Skills
Chinese, Public Speaking, Mathematics
Education
Indiana University Bloomington 2012 — 2016
Jefferies January 2015 - Present
Indiana University August 2012 - Present
Park Tudor School June 2011 - July 2011
Skills
Chinese, Public Speaking, Mathematics
Education
Indiana University Bloomington 2012 — 2016
Brian Hershey's Jefferies Experience June 2015 - July 2015
Job Investment Banking Summer Analyst (2015) at Jefferies & Company
Industry Investment Banking
Experience
Jefferies June 2015 - July 2015
Alpha Epsilon Pi January 2015 - May 2015
Fidelity Growth Partners Japan July 2014 - January 2015
UBS Wealth Management International June 2014 - July 2014
Bite, A Global Marketing Services Agency June 2011 - August 2011
Skills
Community Outreach, Data Analysis, International Relations, Political Science, Writing, Economics, Research, Fundraising, Event Planning, Analysis, Market Research, Teamwork, Venture Capital, Financial Modeling, Investment Banking
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), International Economics and East Asian Studies
The Peabody Institute of The Johns Hopkins University 2012 — 2016
Jazz Saxophone
Keio University 2014 — 2015
Japanese Language Program, Japanese Language and Literature
Staples High School 2008 — 2012
High School
Jefferies June 2015 - July 2015
Alpha Epsilon Pi January 2015 - May 2015
Fidelity Growth Partners Japan July 2014 - January 2015
UBS Wealth Management International June 2014 - July 2014
Bite, A Global Marketing Services Agency June 2011 - August 2011
Skills
Community Outreach, Data Analysis, International Relations, Political Science, Writing, Economics, Research, Fundraising, Event Planning, Analysis, Market Research, Teamwork, Venture Capital, Financial Modeling, Investment Banking
Education
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), International Economics and East Asian Studies
The Peabody Institute of The Johns Hopkins University 2012 — 2016
Jazz Saxophone
Keio University 2014 — 2015
Japanese Language Program, Japanese Language and Literature
Staples High School 2008 — 2012
High School
Sarath Devarajan's Jefferies Experience December 2014 - Present
Job Vice President at Jefferies
Industry Oil & Energy
Experience
Jefferies December 2014 - Present
BHP Billiton May 2014 - November 2014
PetroTel Inc May 2007 - April 2014
Schlumberger Information Solutions May 2006 - August 2006
Skills
Petrel, Reservoir Management, Formation Evaluation, Petrophysics, Petroleum Engineering, Reserves, Techlog, logging witness, Logging, Reservoir Modeling, Energy Industry, Geology, Oil, Carbonates, Petroleum
Education
The University of Texas at Austin 2005 — 2007
MS, Petroleum Engineering
Indian Institute of Technology, Madras 2001 — 2005
BS, Chemical Engineering
PS Sr. Secondary School 1992 — 2001
Jefferies December 2014 - Present
BHP Billiton May 2014 - November 2014
PetroTel Inc May 2007 - April 2014
Schlumberger Information Solutions May 2006 - August 2006
Skills
Petrel, Reservoir Management, Formation Evaluation, Petrophysics, Petroleum Engineering, Reserves, Techlog, logging witness, Logging, Reservoir Modeling, Energy Industry, Geology, Oil, Carbonates, Petroleum
Education
The University of Texas at Austin 2005 — 2007
MS, Petroleum Engineering
Indian Institute of Technology, Madras 2001 — 2005
BS, Chemical Engineering
PS Sr. Secondary School 1992 — 2001
Stuart Pearsall's Jefferies Experience April 2015 - Present
Job Vanderbilt MBA Candidate
Industry Hospital & Health Care
Experience
Jefferies April 2015 - Present
Sheridan Healthcorp August 2013 - June 2014
Sheridan Healthcorp May 2010 - August 2013
Sheridan Healthcorp June 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Data Analysis, Hospitals, Financial Reporting, Process Improvement, Healthcare, Strategic Planning, Microsoft Excel, Budgets, Data Mining, Data-driven Decision..., Analysis, Leadership, Finance, PowerPoint
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Ithaca College
BS, Finance
Jefferies April 2015 - Present
Sheridan Healthcorp August 2013 - June 2014
Sheridan Healthcorp May 2010 - August 2013
Sheridan Healthcorp June 2009 - May 2010
Skills
Financial Modeling, Financial Analysis, Data Analysis, Hospitals, Financial Reporting, Process Improvement, Healthcare, Strategic Planning, Microsoft Excel, Budgets, Data Mining, Data-driven Decision..., Analysis, Leadership, Finance, PowerPoint
Education
Vanderbilt University - Owen Graduate School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Ithaca College
BS, Finance
Nick Landenwich's Jefferies Experience 2015 - Present
Job Incoming Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Kindred Healthcare May 2013 - August 2014
Shenanigans Irish Grille May 2012 - August 2012
Skills
Mathematics, Social Skills, Community Service, Leadership, Critical Thinking, Business, Time Management, Teamwork, People Skills, Social Networking, PowerPoint, Microsoft Word, Volunteering, Microsoft Excel, Partnerships, Program Development, Fundraising, Research, Guardium
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's of Science in Business Administration, Finance & Accounting
Trinity High School 2008 — 2012
Jefferies 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
Kindred Healthcare May 2013 - August 2014
Shenanigans Irish Grille May 2012 - August 2012
Skills
Mathematics, Social Skills, Community Service, Leadership, Critical Thinking, Business, Time Management, Teamwork, People Skills, Social Networking, PowerPoint, Microsoft Word, Volunteering, Microsoft Excel, Partnerships, Program Development, Fundraising, Research, Guardium
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's of Science in Business Administration, Finance & Accounting
Trinity High School 2008 — 2012
Jon Moravec Jon Moravec's Jefferies Experience July 2015 - Present
Job Energy Investment Banking at Jefferies
Industry Investment Banking
Experience
Jefferies July 2015 - Present
The Blackstone Group February 2013 - June 2015
Citi July 2009 - February 2013
Citi May 2008 - August 2008
Skills
Investment Banking, Capital Markets, Equities, Financial Modeling, Valuation, Securities, Hedge Funds, Bloomberg, Corporate Finance, Investments, Financial Analysis
Education
Oregon State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Sprague High School
Jefferies July 2015 - Present
The Blackstone Group February 2013 - June 2015
Citi July 2009 - February 2013
Citi May 2008 - August 2008
Skills
Investment Banking, Capital Markets, Equities, Financial Modeling, Valuation, Securities, Hedge Funds, Bloomberg, Corporate Finance, Investments, Financial Analysis
Education
Oregon State University 2005 — 2009
Bachelor of Science (BS), Finance, General
Sprague High School
Gongdiqing (Emma) Zhang Gongdiqing (Emma) Zhang's Jefferies Experience May 2015 - Present
Job International Trading Support Summer Analyst at Jefferies
Industry Financial Services
Experience
Jefferies May 2015 - Present
MN Strategies June 2014 - August 2014
Global Union August 2013 - January 2014
First Shanghai Sec. June 2013 - August 2013
Skills
Mandarin, Derivatives, Financial Modeling, Investments, Equity Research, Corporate Finance, Microsoft Excel, Marketing, Strategic Planning, Event Planning, Photoshop, Financial Analysis, Research, Data Analysis, Finance, Statistics, Accounting
Education
Lehigh University - College of Business and Economics 2012 — 2015
Bachelor's Degree, Double major in Finance and Accounting; Minor in Studio Arts, 3.6
Jinan University 2010 — 2012
Business Administration and Management, General, 3.86
Jefferies May 2015 - Present
MN Strategies June 2014 - August 2014
Global Union August 2013 - January 2014
First Shanghai Sec. June 2013 - August 2013
Skills
Mandarin, Derivatives, Financial Modeling, Investments, Equity Research, Corporate Finance, Microsoft Excel, Marketing, Strategic Planning, Event Planning, Photoshop, Financial Analysis, Research, Data Analysis, Finance, Statistics, Accounting
Education
Lehigh University - College of Business and Economics 2012 — 2015
Bachelor's Degree, Double major in Finance and Accounting; Minor in Studio Arts, 3.6
Jinan University 2010 — 2012
Business Administration and Management, General, 3.86
Teran Heir's Jefferies Experience May 2015 - Present
Job BBA Senior at Emory University
Industry Investment Banking
Experience
Jefferies May 2015 - Present
Bregal Sagemount November 2014 - May 2015
Goizueta Investment Management Group December 2013 - October 2014
ItzaFlash June 2014 - August 2014
World Soccer Talk January 2013 - August 2014
The Children's Museum of Indianapolis June 2013 - August 2013
Education
Emory University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Park Tudor School 2008 — 2012
Jefferies May 2015 - Present
Bregal Sagemount November 2014 - May 2015
Goizueta Investment Management Group December 2013 - October 2014
ItzaFlash June 2014 - August 2014
World Soccer Talk January 2013 - August 2014
The Children's Museum of Indianapolis June 2013 - August 2013
Education
Emory University 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Park Tudor School 2008 — 2012
David Ingraldi David Ingraldi's Jefferies Experience December 2014 - Present
Job Private Capital Group
Industry Banking
Experience
Jefferies December 2014 - Present
SMBC Nikko Securities America August 2010 - November 2014
SMBC Capital Markets June 2008 - July 2010
UBS March 2007 - December 2007
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA
Fordham University - Gabelli School of Business 2005 — 2008
BS, Business Administration with a concentration in Finance
James Madison University 2003 — 2005
Transferred to Fordham University
Kent School 2002 — 2003
High School Degree
Clifton High School 1999 — 2002
High School Degree
Jefferies December 2014 - Present
SMBC Nikko Securities America August 2010 - November 2014
SMBC Capital Markets June 2008 - July 2010
UBS March 2007 - December 2007
Education
Fordham University - Graduate School of Business Administration 2011 — 2013
MBA
Fordham University - Gabelli School of Business 2005 — 2008
BS, Business Administration with a concentration in Finance
James Madison University 2003 — 2005
Transferred to Fordham University
Kent School 2002 — 2003
High School Degree
Clifton High School 1999 — 2002
High School Degree
James Heckman James Heckman's Jefferies Experience May 2015 - July 2015
Job MBA Candidate seeking financial analysis and operational rolestrategy, finance, operations. Goizueta Business School
Industry Financial Services
Experience
Tru-Flex, LLC May 2015 - Present
Jefferies May 2015 - July 2015
Nato Training Mission Afghanistan March 2013 - March 2014
Camp Eggers Fire Brigade May 2013 - February 2014
U.S. Navy January 2010 - March 2013
USS Philadelphia SSN 690 May 2007 - December 2009
Mississippi Lime Company July 2003 - August 2003
Skills
Military, Navy, National Security, Military Operations, Afghanistan, Military Experience, Security Clearance, Operational Planning, Logistics, Top Secret, Training, Budgets, DoD, Analysis, Program Management, Command, Microsoft Office, Defense, Government, Strategic Planning, Contract Negotiation, Materials Management, Nuclear, NATO, Nuclear Engineering, PowerPoint, Financial Analysis, Financial Modeling, Microsoft Excel, Banking, Leadership
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance; Operations Management and Supervision
Roanoke College 2001 — 2005
Bachelor of Arts (B.A.), History, 3.34
st andrew's school 1997 — 2001
Regents College
Tru-Flex, LLC May 2015 - Present
Jefferies May 2015 - July 2015
Nato Training Mission Afghanistan March 2013 - March 2014
Camp Eggers Fire Brigade May 2013 - February 2014
U.S. Navy January 2010 - March 2013
USS Philadelphia SSN 690 May 2007 - December 2009
Mississippi Lime Company July 2003 - August 2003
Skills
Military, Navy, National Security, Military Operations, Afghanistan, Military Experience, Security Clearance, Operational Planning, Logistics, Top Secret, Training, Budgets, DoD, Analysis, Program Management, Command, Microsoft Office, Defense, Government, Strategic Planning, Contract Negotiation, Materials Management, Nuclear, NATO, Nuclear Engineering, PowerPoint, Financial Analysis, Financial Modeling, Microsoft Excel, Banking, Leadership
Education
Emory University - Goizueta Business School 2014 — 2016
Master of Business Administration (M.B.A.), Finance; Operations Management and Supervision
Roanoke College 2001 — 2005
Bachelor of Arts (B.A.), History, 3.34
st andrew's school 1997 — 2001
Regents College
Kenneth Kam's Jefferies Experience May 2015 - July 2015
Job Incoming Investment Banking Analyst at Jefferies LLC
Industry Accounting
Experience
Jefferies May 2015 - July 2015
Canaccord Genuity Group Inc. June 2014 - July 2014
EY June 2013 - July 2013
Republic of Singapore Navy August 2010 - April 2012
Skills
Microsoft Excel, Public Speaking, Tennis, Microsoft Office, Presentations
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Anglo-Chinese School (Independent) 2008 — 2009
International Baccalaureate (IB)
Jefferies May 2015 - July 2015
Canaccord Genuity Group Inc. June 2014 - July 2014
EY June 2013 - July 2013
Republic of Singapore Navy August 2010 - April 2012
Skills
Microsoft Excel, Public Speaking, Tennis, Microsoft Office, Presentations
Education
Indiana University Bloomington 2012 — 2016
Bachelor of Business Administration (B.B.A.), Accounting and Finance
Anglo-Chinese School (Independent) 2008 — 2009
International Baccalaureate (IB)
Aditya Sinha, CFA Aditya Sinha, CFA's Jefferies Experience August 2015 - Present
Job Investment Banking Associate at Jefferies
Industry Investment Banking
Experience
Jefferies August 2015 - Present
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Mergers & Acquisitions, IPO, Risk Management, Financial Risk, Derivatives, Fixed Income, Capital Markets, Credit Risk, Analytics, Business Strategy, Credit, Fixed Income Strategies, Fixed Income Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
Indian Institute of Technology, Kharagpur 2002 — 2007
Integrated M.S. (5 year), Mathematics and Computer Science
Jefferies August 2015 - Present
Skills
Investment Banking, Valuation, Financial Modeling, LBO, Mergers & Acquisitions, IPO, Risk Management, Financial Risk, Derivatives, Fixed Income, Capital Markets, Credit Risk, Analytics, Business Strategy, Credit, Fixed Income Strategies, Fixed Income Analysis
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA), Finance and Strategy
Indian Institute of Technology, Kharagpur 2002 — 2007
Integrated M.S. (5 year), Mathematics and Computer Science
Rachel Yu's Jefferies Experience February 2015 - Present
Job Market Risk Associate
Industry Investment Banking
Experience
Jefferies February 2015 - Present
Jefferies LLC November 2012 - Present
Jefferies LLC November 2011 - November 2012
Jefferies LLC July 2011 - September 2011
CITIC Securities June 2009 - July 2009
AIG July 2008 - September 2008
Skills
Risk Management, Market Risk, Quantitative Finance, Credit Risk, Investment Banking, CFA, Financial Modeling, Credit Analysis, VBA, SQL, Mandarin
Education
Chartered Financial Analyst Institute 2013 — 2015
Level III Candidate (June 2015)
Imperial College London 2010 — 2011
Master in Science, Risk Management and Financial Engineering, Merit
University of Liverpool 2006 — 2010
BSc(Hons), Mathematics with Finance, 1st Class
Jefferies February 2015 - Present
Jefferies LLC November 2012 - Present
Jefferies LLC November 2011 - November 2012
Jefferies LLC July 2011 - September 2011
CITIC Securities June 2009 - July 2009
AIG July 2008 - September 2008
Skills
Risk Management, Market Risk, Quantitative Finance, Credit Risk, Investment Banking, CFA, Financial Modeling, Credit Analysis, VBA, SQL, Mandarin
Education
Chartered Financial Analyst Institute 2013 — 2015
Level III Candidate (June 2015)
Imperial College London 2010 — 2011
Master in Science, Risk Management and Financial Engineering, Merit
University of Liverpool 2006 — 2010
BSc(Hons), Mathematics with Finance, 1st Class
Carmen Augustine Carmen Augustine's Jefferies Experience April 2015 - Present
Job Biotech Equity Research Associate at Jefferies
Industry Investment Banking
Experience
Jefferies April 2015 - Present
Leerink Partners LLC September 2014 - April 2015
Leerink Partners LLC November 2013 - August 2014
Fitzgerald Analytics, Inc. June 2012 - October 2013
Woods Hole Oceanographic Institution June 2011 - August 2011
Children's School of Science June 2008 - August 2009
Skills
Analytics, Microsoft Office, Data Analysis, Microsoft Excel, Management Consulting, Analysis, JMP, Stata, Management, Public Speaking, Financial Modeling, Research, Valuation, Market Research, Financial Analysis, Predictive Analytics, Data Mining, Economics
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics (Finance), Chemistry
New York University 2011 — 2011
Bachelor of Science (B.S.), Economics
Durham Academy
Jefferies April 2015 - Present
Leerink Partners LLC September 2014 - April 2015
Leerink Partners LLC November 2013 - August 2014
Fitzgerald Analytics, Inc. June 2012 - October 2013
Woods Hole Oceanographic Institution June 2011 - August 2011
Children's School of Science June 2008 - August 2009
Skills
Analytics, Microsoft Office, Data Analysis, Microsoft Excel, Management Consulting, Analysis, JMP, Stata, Management, Public Speaking, Financial Modeling, Research, Valuation, Market Research, Financial Analysis, Predictive Analytics, Data Mining, Economics
Education
Duke University 2009 — 2013
Bachelor of Science (B.S.), Economics (Finance), Chemistry
New York University 2011 — 2011
Bachelor of Science (B.S.), Economics
Durham Academy
Brittany Berry's Jefferies Experience June 2015 - Present
Job Institutional Equity Sales at Jefferies LLC
Industry Financial Services
Experience
Jefferies June 2015 - Present
Deutsche Bank September 2009 - June 2015
Goldman Sachs June 2008 - August 2008
Education
Georgetown University 2005 — 2009
Bachelor of Science (BS), Finance and Management
Jefferies June 2015 - Present
Deutsche Bank September 2009 - June 2015
Goldman Sachs June 2008 - August 2008
Education
Georgetown University 2005 — 2009
Bachelor of Science (BS), Finance and Management
Matthew Kleinhenz Matthew Kleinhenz's Jefferies Experience May 2014 - July 2014
Job Student at Lehigh University College of Business and Economics
Industry
Experience
Dolezych GmbH & Co. May 2015 - Present
Lehigh University Small Business Development Center September 2013 - Present
USSAF March 2009 - Present
PwC May 2015 - May 2015
Prudential Financial May 2015 - May 2015
Deloitte May 2015 - May 2015
Da Vinci Science Center May 2014 - August 2014
Jefferies May 2014 - July 2014
Iron Lakes Country Club May 2013 - August 2013
Skills
Competitive Analysis, Analysis, Research, Data Analysis, Leadership, Public Speaking, Social Media
Education
Lehigh University - College of Business and Economics 2013 — 2017
Bachelor’s Degree, Accounting and Finance
Parkland High School 2009 — 2013
Parkland High School
Dolezych GmbH & Co. May 2015 - Present
Lehigh University Small Business Development Center September 2013 - Present
USSAF March 2009 - Present
PwC May 2015 - May 2015
Prudential Financial May 2015 - May 2015
Deloitte May 2015 - May 2015
Da Vinci Science Center May 2014 - August 2014
Jefferies May 2014 - July 2014
Iron Lakes Country Club May 2013 - August 2013
Skills
Competitive Analysis, Analysis, Research, Data Analysis, Leadership, Public Speaking, Social Media
Education
Lehigh University - College of Business and Economics 2013 — 2017
Bachelor’s Degree, Accounting and Finance
Parkland High School 2009 — 2013
Parkland High School
Pat Guerin Pat Guerin's Jefferies Experience September 2014 - Present
Job Jefferies, Head of U.S. M&A
Industry Financial Services
Experience
Jefferies September 2014 - Present
Citigroup June 2011 - September 2014
UBS Investment Bank April 2001 - April 2011
Education
Queen's University 1988 — 1992
BComm
Jefferies September 2014 - Present
Citigroup June 2011 - September 2014
UBS Investment Bank April 2001 - April 2011
Education
Queen's University 1988 — 1992
BComm
Kyle Curran's Jefferies Experience October 2014 - Present
Job Equities Research Sales Analyst at Jefferies
Industry Financial Services
Experience
Jefferies October 2014 - Present
Morgan Stanley Wealth Management September 2013 - October 2014
Northwestern Mutual December 2012 - May 2013
Enterprise Rent-A-Car May 2012 - August 2012
Skills
Sales, Management, Business Strategy, Customer Service, Financial Services, Interpersonal..., Outlook, Microsoft Office, Insurance, Training, Finance, Strategic Financial..., Sales Management, New Business Development, Leadership, Financial Analysis, Time Management, Microsoft Excel, Microsoft Word, Customer Satisfaction, Recruiting, Analysis, Team Leadership, PowerPoint, Marketing, Employee Training, Fixed Annuities, Series 7, Retirement, Retirement Planning, Securities, Wealth Management, Estate Planning, Asset Allocation, Equities, Financial Planning
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Worcester Academy 2008 — 2009
Post Graduate
Jefferies October 2014 - Present
Morgan Stanley Wealth Management September 2013 - October 2014
Northwestern Mutual December 2012 - May 2013
Enterprise Rent-A-Car May 2012 - August 2012
Skills
Sales, Management, Business Strategy, Customer Service, Financial Services, Interpersonal..., Outlook, Microsoft Office, Insurance, Training, Finance, Strategic Financial..., Sales Management, New Business Development, Leadership, Financial Analysis, Time Management, Microsoft Excel, Microsoft Word, Customer Satisfaction, Recruiting, Analysis, Team Leadership, PowerPoint, Marketing, Employee Training, Fixed Annuities, Series 7, Retirement, Retirement Planning, Securities, Wealth Management, Estate Planning, Asset Allocation, Equities, Financial Planning
Education
Pace University - Lubin School of Business 2009 — 2013
Bachelor of Business Administration (B.B.A.), Business Administration and Management, General
Worcester Academy 2008 — 2009
Post Graduate
Charlotte Childs Charlotte Childs's Jefferies Experience June 2014 - August 2014
Job Recent graduate of University of North Georgia, A.A.S. Paralegal Studies
Industry Legal Services
Experience
Jefferies June 2014 - August 2014
Law Office of James Smith May 2014 - June 2014
Barrow County Public Defender October 2013 - March 2014
Centel Media August 2013 - December 2013
Lucentra Corporation February 2013 - May 2013
Law Office of Chavez & Vigil June 2012 - August 2012
CHILDS TRUCKING July 2003 - December 2004
Skills
Pleadings, Docketing, Depositions, Lexis, Litigation Support, PACER, Wordperfect, Westlaw, Timeslips, Cite Checking, Small Claims, CaseMap, Paralegals, Legal Assistance, Legal Documents, Document Drafting, Document Review, ProLaw, Legal Research, LiveNote, ECF, Family Law, Notary Public, Amicus, Trials, Trial Exhibits, Legal Discovery, Time Matters, Legal Writing, Interrogatories, Courts, File Management, Document Preparation, Hearings, TimeMap, Electronic Filing, Calendaring, Payroll, Briefs, LexisNexis, Microsoft Office, Customer Service, Research, Microsoft Excel, Outlook, Administrative..., Microsoft Word, Filing, Social Media, PowerPoint
Education
GAINESVILLE STATE COLLEGE 2009 — 2012
ASSOCIATES, PARALEGAL STUDIES
Lanier Technical College 2006 — 2009
Associate's Degree, Criminal Justice/Police Science, 3.0
Jefferies June 2014 - August 2014
Law Office of James Smith May 2014 - June 2014
Barrow County Public Defender October 2013 - March 2014
Centel Media August 2013 - December 2013
Lucentra Corporation February 2013 - May 2013
Law Office of Chavez & Vigil June 2012 - August 2012
CHILDS TRUCKING July 2003 - December 2004
Skills
Pleadings, Docketing, Depositions, Lexis, Litigation Support, PACER, Wordperfect, Westlaw, Timeslips, Cite Checking, Small Claims, CaseMap, Paralegals, Legal Assistance, Legal Documents, Document Drafting, Document Review, ProLaw, Legal Research, LiveNote, ECF, Family Law, Notary Public, Amicus, Trials, Trial Exhibits, Legal Discovery, Time Matters, Legal Writing, Interrogatories, Courts, File Management, Document Preparation, Hearings, TimeMap, Electronic Filing, Calendaring, Payroll, Briefs, LexisNexis, Microsoft Office, Customer Service, Research, Microsoft Excel, Outlook, Administrative..., Microsoft Word, Filing, Social Media, PowerPoint
Education
GAINESVILLE STATE COLLEGE 2009 — 2012
ASSOCIATES, PARALEGAL STUDIES
Lanier Technical College 2006 — 2009
Associate's Degree, Criminal Justice/Police Science, 3.0
Lennie Mormino Jr. Lennie Mormino Jr.'s Jefferies Experience February 2012 - May 2015
Job Vice President of Energy Derivatives at Jefferies Bache, LLC
Industry Financial Services
Experience
ED&F MAN Capital Markets Ltd June 2015 - Present
Jefferies February 2012 - May 2015
MF Global March 1998 - November 2011
Saul Stone & Co (now INTL FCStone Inc) 1993 - 1998
Ellen Karo, CPA PC January 1988 - January 1993
Education
Pace University - Lubin School of Business 1987 — 1996
BBA, Public Accounting, Finance
ED&F MAN Capital Markets Ltd June 2015 - Present
Jefferies February 2012 - May 2015
MF Global March 1998 - November 2011
Saul Stone & Co (now INTL FCStone Inc) 1993 - 1998
Ellen Karo, CPA PC January 1988 - January 1993
Education
Pace University - Lubin School of Business 1987 — 1996
BBA, Public Accounting, Finance
Franklin Del Valle's Jefferies Experience December 2011 - July 2015
Job Coffee Desk Macquarie
Industry Financial Services
Experience
Macquarie Group July 2015 - Present
Jefferies December 2011 - July 2015
Micro Center April 2011 - December 2011
NewEdge May 2008 - January 2010
Fimat May 2007 - August 2007
Skills
Commodity, Microsoft Excel, Bloomberg, Trading Systems, Analysis, Electronic Trading, Microsoft Office, Economics, PowerPoint, Bloomberg Terminal, Trading, Customer Service, Microsoft Word, Event Planning, Finance, Options
Education
Penn State University 2006 — 2010
B.S, Economics
Macquarie Group July 2015 - Present
Jefferies December 2011 - July 2015
Micro Center April 2011 - December 2011
NewEdge May 2008 - January 2010
Fimat May 2007 - August 2007
Skills
Commodity, Microsoft Excel, Bloomberg, Trading Systems, Analysis, Electronic Trading, Microsoft Office, Economics, PowerPoint, Bloomberg Terminal, Trading, Customer Service, Microsoft Word, Event Planning, Finance, Options
Education
Penn State University 2006 — 2010
B.S, Economics
Daniel Nolan Daniel Nolan's Jefferies Experience January 2015 - Present
Job Distressed Debt Trader at Jefferies
Industry Investment Banking
Experience
Jefferies January 2015 - Present
Jefferies & Company 2010 - December 2014
Citi 2008 - 2009
Citi 2007 - 2008
Education
Georgetown University - The McDonough School of Business 2003 — 2007
BSBA, Finance, Economics
St. Mary's High School 1999 — 2003
Jefferies January 2015 - Present
Jefferies & Company 2010 - December 2014
Citi 2008 - 2009
Citi 2007 - 2008
Education
Georgetown University - The McDonough School of Business 2003 — 2007
BSBA, Finance, Economics
St. Mary's High School 1999 — 2003
Jeffrey Holford Jeffrey Holford's Jefferies Experience October 2008 - Present
Job Managing Director Equity Research at Jefferies
Industry Investment Banking
Experience
Jefferies October 2008 - Present
Credit Suisse April 2004 - September 2008
Citi October 2001 - March 2004
Citi December 2000 - October 2001
Price Waterhouse Management Consultants September 1997 - December 2000
The Royal Marsden NHS Foundation Trust October 1994 - September 1997
Skills
Equity Research, Financial Modeling, Biotechnology, Valuation, Corporate Finance, Investments, Finance, Pharmaceutical Industry, Equities, Investment Banking, Capital Markets, Financial Analysis, Business Analysis, Financial Accounting, Banking
Education
Institute of Chartered Accountants in England and Wales 1997 — 2000
Chartered Accountant, Accounting
UCL 1994 — 1997
Doctor of Philosophy (Ph.D.), Molecular Pharmacology, Ph.D.
Jefferies October 2008 - Present
Credit Suisse April 2004 - September 2008
Citi October 2001 - March 2004
Citi December 2000 - October 2001
Price Waterhouse Management Consultants September 1997 - December 2000
The Royal Marsden NHS Foundation Trust October 1994 - September 1997
Skills
Equity Research, Financial Modeling, Biotechnology, Valuation, Corporate Finance, Investments, Finance, Pharmaceutical Industry, Equities, Investment Banking, Capital Markets, Financial Analysis, Business Analysis, Financial Accounting, Banking
Education
Institute of Chartered Accountants in England and Wales 1997 — 2000
Chartered Accountant, Accounting
UCL 1994 — 1997
Doctor of Philosophy (Ph.D.), Molecular Pharmacology, Ph.D.
(Tuong) Vi Nguyen's Jefferies Experience May 2014 - August 2014
Job Student at Harvard University
Industry
Experience
Jefferies May 2014 - August 2014
AD Capital June 2013 - August 2013
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), East Asian Studies & Government
Catholic Central High School 2007 — 2011
High School Diploma, Valedictorian
Jefferies May 2014 - August 2014
AD Capital June 2013 - August 2013
Education
Harvard University 2011 — 2015
Bachelor of Arts (B.A.), East Asian Studies & Government
Catholic Central High School 2007 — 2011
High School Diploma, Valedictorian
Jeffrey Davis, CFA's Jefferies Experience March 2015 - Present
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies March 2015 - Present
Duff & Phelps March 2013 - March 2015
Duff & Phelps September 2010 - March 2013
COOPER STANDARD AUTOMOTIVE May 2008 - November 2010
COOPER STANDARD AUTOMOTIVE October 2006 - May 2008
Tower Automotive February 2006 - October 2006
Emhart Teknologies August 2004 - February 2006
AUTO EUROPE, INC January 2003 - August 2004
Skills
Accounting, Cash Flow Forecasting, Investment Banking, Budgets, Finance, Mergers & Acquisitions, Forecasting, Valuation, Capital Markets, Distressed M&A, Restructuring, Debt Restructuring, Private Placements, Written & Oral..., Leadership, Pitch Books, Manage Client..., Engagement Management, Monte Carlo Simulation, Option Pricing Models, Option Valuation, Fairness Opinions
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance / Private Equity
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science, Finance
Jefferies March 2015 - Present
Duff & Phelps March 2013 - March 2015
Duff & Phelps September 2010 - March 2013
COOPER STANDARD AUTOMOTIVE May 2008 - November 2010
COOPER STANDARD AUTOMOTIVE October 2006 - May 2008
Tower Automotive February 2006 - October 2006
Emhart Teknologies August 2004 - February 2006
AUTO EUROPE, INC January 2003 - August 2004
Skills
Accounting, Cash Flow Forecasting, Investment Banking, Budgets, Finance, Mergers & Acquisitions, Forecasting, Valuation, Capital Markets, Distressed M&A, Restructuring, Debt Restructuring, Private Placements, Written & Oral..., Leadership, Pitch Books, Manage Client..., Engagement Management, Monte Carlo Simulation, Option Pricing Models, Option Valuation, Fairness Opinions
Education
University of Michigan - Stephen M. Ross School of Business
MBA, Finance / Private Equity
Indiana University - Kelley School of Business 1998 — 2002
Bachelor of Science, Finance
Rohan Patel's Jefferies Experience September 2014 - December 2014
Job Human Resources Consultant at Jefferies
Industry Market Research
Experience
Jefferies September 2014 - December 2014
Seven Step RPO July 2013 - January 2014
OppenheimerFunds January 2012 - June 2012
Options Group January 2011 - June 2011
Skills
Account Management, Recruiting, Research, Time Management, Blogging, Market Research, Teamwork, Hiring, Leadership, Interviews, Social Media, Human Resources, Training, Talent Acquisition, Sourcing, Banking, Technical Recruiting, Executive Search, CRM
Education
Northeastern University, D'Amore-McKim School of Business 2009 — 2014
Bachelor's degree, Management and Finance
Rouen Business School 2010 — 2010
International Business
Herricks High School 2005 — 2009
Jefferies September 2014 - December 2014
Seven Step RPO July 2013 - January 2014
OppenheimerFunds January 2012 - June 2012
Options Group January 2011 - June 2011
Skills
Account Management, Recruiting, Research, Time Management, Blogging, Market Research, Teamwork, Hiring, Leadership, Interviews, Social Media, Human Resources, Training, Talent Acquisition, Sourcing, Banking, Technical Recruiting, Executive Search, CRM
Education
Northeastern University, D'Amore-McKim School of Business 2009 — 2014
Bachelor's degree, Management and Finance
Rouen Business School 2010 — 2010
International Business
Herricks High School 2005 — 2009
Bryan Quinlan Bryan Quinlan's Jefferies Experience August 2014 - Present
Job Leverage Credit Sales
Industry Financial Services
Experience
Jefferies August 2014 - Present
Jefferies & Company January 2013 - August 2014
Jefferies & Company July 2009 - January 2013
Jefferies & Company June 2007 - July 2009
Skills
Series 7, Series 55, Series 66, Uniform Combined State..., Bloomberg, Series 63, Hedge Funds, Securities, FINRA, Private Equity, Alternative Investments, Equities, Financial Modeling, Equity Valuation, Trading, Capital Markets, Fixed Income
Education
University of Colorado at Boulder
Economics
Fordham University 2011 — 2013
Master of Business Administration (MBA)
Jefferies August 2014 - Present
Jefferies & Company January 2013 - August 2014
Jefferies & Company July 2009 - January 2013
Jefferies & Company June 2007 - July 2009
Skills
Series 7, Series 55, Series 66, Uniform Combined State..., Bloomberg, Series 63, Hedge Funds, Securities, FINRA, Private Equity, Alternative Investments, Equities, Financial Modeling, Equity Valuation, Trading, Capital Markets, Fixed Income
Education
University of Colorado at Boulder
Economics
Fordham University 2011 — 2013
Master of Business Administration (MBA)
Hugo Ong's Jefferies Experience October 2010 - Present
Job Biotechnology Research Associate
Industry Financial Services
Experience
Jefferies October 2010 - Present
Natixis Bleichroeder, LLC October 2007 - October 2009
Steven C. Zimmerman Group, University of Illinois at Urbana-Champaign January 2001 - January 2007
Skills
Research, Chemistry, Valuation, Statistics, Data Analysis, Lifesciences, Financial Modeling, Biotechnology
Education
University of Illinois at Urbana-Champaign 2001 — 2007
Ph.D., Organic Chemistry
Northern Kentucky University
B.A/B.S., Chemistry/Biological Sciences
Jefferies October 2010 - Present
Natixis Bleichroeder, LLC October 2007 - October 2009
Steven C. Zimmerman Group, University of Illinois at Urbana-Champaign January 2001 - January 2007
Skills
Research, Chemistry, Valuation, Statistics, Data Analysis, Lifesciences, Financial Modeling, Biotechnology
Education
University of Illinois at Urbana-Champaign 2001 — 2007
Ph.D., Organic Chemistry
Northern Kentucky University
B.A/B.S., Chemistry/Biological Sciences
Steven Cutler Steven Cutler's Jefferies Experience December 2014 - Present
Job Investment Banking Analyst Healthcare at Jefferies
Industry Financial Services
Experience
Jefferies December 2014 - Present
Bank of America July 2013 - December 2014
Catalyst Advisors LLC 2012 - 2013
USRowing June 2012 - August 2012
Princeton University September 2008 - June 2012
Princeton University January 2011 - May 2012
U.S. National Rowing Team June 2011 - August 2011
U.S. National Rowing Team June 2010 - August 2010
Berkeley Preparatory School January 2006 - May 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Team-oriented, Online Research, Research, PowerPoint
Education
Princeton University 2008 — 2012
Bachelor's degree, Psychology/Neuroscience
Berkeley Preparatory School 1994 — 2008
High School
Jefferies December 2014 - Present
Bank of America July 2013 - December 2014
Catalyst Advisors LLC 2012 - 2013
USRowing June 2012 - August 2012
Princeton University September 2008 - June 2012
Princeton University January 2011 - May 2012
U.S. National Rowing Team June 2011 - August 2011
U.S. National Rowing Team June 2010 - August 2010
Berkeley Preparatory School January 2006 - May 2008
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, Team Leadership, Team-oriented, Online Research, Research, PowerPoint
Education
Princeton University 2008 — 2012
Bachelor's degree, Psychology/Neuroscience
Berkeley Preparatory School 1994 — 2008
High School
Charmayne Olswang Charmayne Olswang's Jefferies Experience October 2001 - December 2011
Job Radio Host at Life Coach Radio Networks
Industry Health, Wellness and Fitness
Experience
Feel. Love. Heal. February 2013 - Present
Purium Health Products March 2014 - Present
Life Coach Radio Networks March 2015 - Present
Imperial Capital, LLC December 2011 - February 2013
Jefferies October 2001 - December 2011
Jefferies & Company May 1995 - October 2001
Skills
Equity Trading, Investments, Securities, Fitness, Equities, Trading, Sports, Supplements, Sports Nutrition, Strength Training, Weight Training, Motivational Speaking, Health Education, Building Relationships, Weight, Stress, Essential Oils, Health Promotion, Holistic Health, Wellness, Lifestyle Coaching, Lifestyle, Stress Management, Wellness Coaching, Coaching, Entrepreneurship, Marketing, Training, Social Media, Management
Education
Mastery in Transformational Training (MiTT)
Life Mastery Institute
Transformational Life Coach
Certified Angel Card Reader 2013 — 2013
Landmark Education 2013 — 2013
Institute for Integrative Nutrition 2011 — 2012
Certified Holistic Health Coach, Board Certified American Association of Drugless Practitioners
Idaho State University 1992 — 1994
Corona del Mar HS 1986 — 1992
Feel. Love. Heal. February 2013 - Present
Purium Health Products March 2014 - Present
Life Coach Radio Networks March 2015 - Present
Imperial Capital, LLC December 2011 - February 2013
Jefferies October 2001 - December 2011
Jefferies & Company May 1995 - October 2001
Skills
Equity Trading, Investments, Securities, Fitness, Equities, Trading, Sports, Supplements, Sports Nutrition, Strength Training, Weight Training, Motivational Speaking, Health Education, Building Relationships, Weight, Stress, Essential Oils, Health Promotion, Holistic Health, Wellness, Lifestyle Coaching, Lifestyle, Stress Management, Wellness Coaching, Coaching, Entrepreneurship, Marketing, Training, Social Media, Management
Education
Mastery in Transformational Training (MiTT)
Life Mastery Institute
Transformational Life Coach
Certified Angel Card Reader 2013 — 2013
Landmark Education 2013 — 2013
Institute for Integrative Nutrition 2011 — 2012
Certified Holistic Health Coach, Board Certified American Association of Drugless Practitioners
Idaho State University 1992 — 1994
Corona del Mar HS 1986 — 1992
Christian Trigani's Jefferies Experience May 2015 - Present
Job Equity Research Summer Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies May 2015 - Present
Fordham University August 2012 - Present
Skills
Public Speaking, Writing, Research, Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Data Analysis, Service Learning, Microsoft Word
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.)
Christian Brothers Academy 2008 — 2012
Jefferies May 2015 - Present
Fordham University August 2012 - Present
Skills
Public Speaking, Writing, Research, Microsoft Office, Microsoft Excel, Teamwork, PowerPoint, Data Analysis, Service Learning, Microsoft Word
Education
Fordham University 2012 — 2016
Bachelor of Science (B.S.)
Christian Brothers Academy 2008 — 2012
Jitesh Mandalia Jitesh Mandalia's Jefferies Experience December 2014 - Present
Job
Industry Financial Services
Experience
Jefferies December 2014 - Present
Nomura August 2014 - November 2014
TD Ameritrade June 2013 - August 2014
TD Ameritrade December 2012 - June 2013
Gotham Technology Group 2011 - 2012
JGM IT Consulting January 2009 - February 2011
BGC Partners 2009 - 2011
KPN June 2008 - December 2008
Getronics UK April 2006 - June 2008
Phoenix IT Services June 2005 - April 2006
Skills
ITIL, Windows Server, Citrix, Project Management, VMware, Active Directory, PRINCE2, Microsoft Exchange, Pre-sales, Microsoft Technologies, IT Management, Citrix Metaframe, IT Service Management, IT Strategy, Business Continuity, SharePoint, Solution Architecture, Disaster Recovery, vSphere, Data Center, Enterprise Architecture, Virtualization, Microsoft Certified..., Project Delivery, Infrastructure, Information Technology, VMware ESX, IT Operations, Cloud Computing, VMware Infrastructure, SCCM, Servers, System Deployment, Storage Area Networks, Technical Support, SAN, Storage, Cisco Technologies, High Availability, Incident Management, Server Architecture, HP, VDI, Group Policy, VPN, Security, VMware vSphere
Education
UCL 1987 — 1990
BSc Hons, Chemistry
New York University
Project Management
Jefferies December 2014 - Present
Nomura August 2014 - November 2014
TD Ameritrade June 2013 - August 2014
TD Ameritrade December 2012 - June 2013
Gotham Technology Group 2011 - 2012
JGM IT Consulting January 2009 - February 2011
BGC Partners 2009 - 2011
KPN June 2008 - December 2008
Getronics UK April 2006 - June 2008
Phoenix IT Services June 2005 - April 2006
Skills
ITIL, Windows Server, Citrix, Project Management, VMware, Active Directory, PRINCE2, Microsoft Exchange, Pre-sales, Microsoft Technologies, IT Management, Citrix Metaframe, IT Service Management, IT Strategy, Business Continuity, SharePoint, Solution Architecture, Disaster Recovery, vSphere, Data Center, Enterprise Architecture, Virtualization, Microsoft Certified..., Project Delivery, Infrastructure, Information Technology, VMware ESX, IT Operations, Cloud Computing, VMware Infrastructure, SCCM, Servers, System Deployment, Storage Area Networks, Technical Support, SAN, Storage, Cisco Technologies, High Availability, Incident Management, Server Architecture, HP, VDI, Group Policy, VPN, Security, VMware vSphere
Education
UCL 1987 — 1990
BSc Hons, Chemistry
New York University
Project Management
Nicholas Clendenin, CFA's Jefferies Experience August 2003 - November 2006
Job Regional Director Income Solutions at Charles Schwab
Industry Financial Services
Experience
. August 2013 - September 2014
Credit Suisse February 2012 - August 2013
Credit Suisse November 2006 - February 2012
Jefferies August 2003 - November 2006
Deutsche Bank March 2000 - May 2003
Donaldson, Lufkin & Jenrette May 1996 - January 2000
Alex. Brown & Sons November 1993 - May 1996
The Principal/Eppler Guerin & Turner August 1992 - November 1993
Hibernia National Bank January 1991 - August 1992
Deloitte & Touche April 1986 - December 1990
Education
Florida State University - College of Business 1984 — 1985
Master of Business Administration (MBA), Finance
University of South Florida 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
University of Oregon 1981 — 1982
. August 2013 - September 2014
Credit Suisse February 2012 - August 2013
Credit Suisse November 2006 - February 2012
Jefferies August 2003 - November 2006
Deutsche Bank March 2000 - May 2003
Donaldson, Lufkin & Jenrette May 1996 - January 2000
Alex. Brown & Sons November 1993 - May 1996
The Principal/Eppler Guerin & Turner August 1992 - November 1993
Hibernia National Bank January 1991 - August 1992
Deloitte & Touche April 1986 - December 1990
Education
Florida State University - College of Business 1984 — 1985
Master of Business Administration (MBA), Finance
University of South Florida 1979 — 1983
Bachelor of Arts (B.A.), Accounting and Finance
University of Oregon 1981 — 1982
Julian Sherwin's Jefferies Experience July 2013 - April 2014
Job Zero Based Budgeting at Kraft Heinz
Industry Food & Beverages
Experience
The Kraft Heinz Company September 2015 - Present
The Kraft Heinz Company May 2014 - August 2015
Jefferies July 2013 - April 2014
Jefferies & Co. June 2012 - August 2012
Skills
Stata, Public Speaking, Economics, Research, Microsoft Excel, Financial Modeling, Social Media, Editing, Non-profits, Data Analysis, Entrepreneurship, Microsoft Office, PowerPoint, Due Diligence, Market Research, Nonprofits, SPSS, Statistics, Analysis, Financial Analysis, Valuation
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Social Studies
Geelong Grammar School 2001 — 2008
International Baccalaureate
The Kraft Heinz Company September 2015 - Present
The Kraft Heinz Company May 2014 - August 2015
Jefferies July 2013 - April 2014
Jefferies & Co. June 2012 - August 2012
Skills
Stata, Public Speaking, Economics, Research, Microsoft Excel, Financial Modeling, Social Media, Editing, Non-profits, Data Analysis, Entrepreneurship, Microsoft Office, PowerPoint, Due Diligence, Market Research, Nonprofits, SPSS, Statistics, Analysis, Financial Analysis, Valuation
Education
Harvard University 2009 — 2013
Bachelor of Arts (BA), Social Studies
Geelong Grammar School 2001 — 2008
International Baccalaureate
Jonathan Chiarieri Jonathan Chiarieri's Jefferies Experience December 2014 - Present
Job Managing Director Equity Sales at Jefferies
Industry Financial Services
Experience
Jefferies December 2014 - Present
Jefferies September 2011 - December 2014
Credit Suisse February 2008 - September 2011
Banc of America Securities 2004 - 2008
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Finance
University of Notre Dame 1993 — 1997
BBA, Finance
Jefferies December 2014 - Present
Jefferies September 2011 - December 2014
Credit Suisse February 2008 - September 2011
Banc of America Securities 2004 - 2008
Education
Northwestern University - Kellogg School of Management 2001 — 2004
MBA, Finance
University of Notre Dame 1993 — 1997
BBA, Finance
Brad McGowan Brad McGowan's Jefferies Experience March 2002 - November 2005
Job SolomonEdwards Head of Business Development National Private Equity Coverage TRASTransaction Advisory Services
Industry Venture Capital & Private Equity
Experience
SolomonEdwards June 2013 - Present
Lehigh University January 2013 - June 2013
The SPECTRUM Group July 2010 - November 2012
Legend Merchant Group November 2006 - March 2012
Jefferies March 2002 - November 2005
Lehman Brothers Inc. July 1998 - March 2002
Skills
Private Equity, Mergers & Acquisitions, Mergers, Investment Banking, Relationship Management, Sales, Due Diligence, Corporate Finance, Alternative Investments, Venture Capital, Financial Services, Valuation, Strategy, Asset Managment, Equities, Portfolio Management, Asset Management, Financial Analysis, Capital Markets, Leadership, New Business Development, Start-ups, Funding, Corporate Development, Business Strategy, Executive Management, Banking, Entrepreneurship, Private Placements, Business Development, Financial Modeling, Leveraged Finance, Hedge Funds, Finance, Capital, CRM, Investments, Emerging Markets, M&A experience, Fixed Income, Restructuring, Business Valuation, Management, Financial Structuring, Structured Finance, IPO, Investor Relations
Education
NYU Stern School of Business 1996 — 1998
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1987
Finance, Finance
West Essex High School 1980 — 1983
SolomonEdwards June 2013 - Present
Lehigh University January 2013 - June 2013
The SPECTRUM Group July 2010 - November 2012
Legend Merchant Group November 2006 - March 2012
Jefferies March 2002 - November 2005
Lehman Brothers Inc. July 1998 - March 2002
Skills
Private Equity, Mergers & Acquisitions, Mergers, Investment Banking, Relationship Management, Sales, Due Diligence, Corporate Finance, Alternative Investments, Venture Capital, Financial Services, Valuation, Strategy, Asset Managment, Equities, Portfolio Management, Asset Management, Financial Analysis, Capital Markets, Leadership, New Business Development, Start-ups, Funding, Corporate Development, Business Strategy, Executive Management, Banking, Entrepreneurship, Private Placements, Business Development, Financial Modeling, Leveraged Finance, Hedge Funds, Finance, Capital, CRM, Investments, Emerging Markets, M&A experience, Fixed Income, Restructuring, Business Valuation, Management, Financial Structuring, Structured Finance, IPO, Investor Relations
Education
NYU Stern School of Business 1996 — 1998
MBA, Finance
Lehigh University - College of Business and Economics 1983 — 1987
Finance, Finance
West Essex High School 1980 — 1983
Michael Girardi's Jefferies Experience 1981 - 2005
Job Financial Consultant and Investor
Industry Financial Services
Experience
Mi Casa April 2011 - Present
Cantor Fitzgerald 2005 - 2011
Jefferies 1981 - 2005
Skills
Management, Microsoft Word, Research, Sales, Leadership, Training, Proprietary Trading, Trading, Capital Markets, Derivatives, Options Strategies, Fixed Income, Hedge Funds, Investments, Series 7, Financial Analysis, Financial Markets, Securities Market, Equity Trading
Education
Pace University 1973 — 1976
Bachelor of Science (BS), Accounting and Finance
Mi Casa April 2011 - Present
Cantor Fitzgerald 2005 - 2011
Jefferies 1981 - 2005
Skills
Management, Microsoft Word, Research, Sales, Leadership, Training, Proprietary Trading, Trading, Capital Markets, Derivatives, Options Strategies, Fixed Income, Hedge Funds, Investments, Series 7, Financial Analysis, Financial Markets, Securities Market, Equity Trading
Education
Pace University 1973 — 1976
Bachelor of Science (BS), Accounting and Finance
Soo Jin Park Soo Jin Park's Jefferies Experience August 2014 - Present
Job Associate, Mergers & Acquisitions at Jefferies LLC
Industry Financial Services
Experience
Jefferies August 2014 - Present
Jefferies June 2013 - August 2013
Highland Capital Management, L.P. April 2012 - July 2012
Arthur D. Little April 2008 - April 2012
US Army March 2006 - March 2008
Skills
Management Consulting, Strategic Consulting, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of Wisconsin-Madison 2002 — 2005
Bachelor of Science (B.S.), Economics
Jefferies August 2014 - Present
Jefferies June 2013 - August 2013
Highland Capital Management, L.P. April 2012 - July 2012
Arthur D. Little April 2008 - April 2012
US Army March 2006 - March 2008
Skills
Management Consulting, Strategic Consulting, Due Diligence, Financial Modeling, Mergers & Acquisitions
Education
Northwestern University - Kellogg School of Management 2012 — 2014
Master of Business Administration (MBA), Finance
University of Wisconsin-Madison 2002 — 2005
Bachelor of Science (B.S.), Economics
Patrick Finan Patrick Finan's Jefferies Experience May 2015 - Present
Job Equities S&T Intern at Jefferies
Industry Financial Services
Experience
Jefferies May 2015 - Present
Carpenter and Associates Financial Planning August 2013 - August 2014
Cedar Point May 2013 - August 2013
Skills
Data Analysis, Derivatives, Equity Research, Finance, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, Options, Portfolio Management, PowerPoint, Public Speaking, Securities, Spread Betting, Team Leadership, Teamwork, Time Management, US Equities
Education
Ohio University 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Jefferies May 2015 - Present
Carpenter and Associates Financial Planning August 2013 - August 2014
Cedar Point May 2013 - August 2013
Skills
Data Analysis, Derivatives, Equity Research, Finance, Investments, Microsoft Excel, Microsoft Office, Mutual Funds, Options, Portfolio Management, PowerPoint, Public Speaking, Securities, Spread Betting, Team Leadership, Teamwork, Time Management, US Equities
Education
Ohio University 2012 — 2016
Bachelor of Business Administration (BBA), Finance
Xiangyu Xia's Jefferies Experience September 2014 - December 2014
Job
Industry Financial Services
Experience
Jefferies September 2014 - December 2014
Chang’an Trust Co., Ltd., Nanjing Office May 2013 - August 2013
Skills
Financial Modeling, Financial Risk..., Financial Analysis, C++ Language, Matlab, Business Analysis, R, Java, JavaScript, PHP, HTML, Microsoft SQL Server, Microsoft Office, Bloomberg, Derivatives, Weka, Data Mining, Data Analysis, Microsoft Excel
Education
Stevens Institute of Technology 2013 — 2014
Master's Degree, Financial Engineering, 3.9
Nanjing University of Technology 2008 — 2012
Bachelor's Degree, Industrial Engineering, 3.5
Jefferies September 2014 - December 2014
Chang’an Trust Co., Ltd., Nanjing Office May 2013 - August 2013
Skills
Financial Modeling, Financial Risk..., Financial Analysis, C++ Language, Matlab, Business Analysis, R, Java, JavaScript, PHP, HTML, Microsoft SQL Server, Microsoft Office, Bloomberg, Derivatives, Weka, Data Mining, Data Analysis, Microsoft Excel
Education
Stevens Institute of Technology 2013 — 2014
Master's Degree, Financial Engineering, 3.9
Nanjing University of Technology 2008 — 2012
Bachelor's Degree, Industrial Engineering, 3.5
Effie Koukoulis Effie Koukoulis's Jefferies Experience October 2013 - Present
Job Associate Financial Controller at Jefferies
Industry Accounting
Experience
Jefferies October 2013 - Present
Cipriani & Company, LLC March 2013 - October 2013
Deloitte September 2011 - February 2013
Clearview Designs, LLC September 2009 - August 2011
Deloitte June 2010 - August 2010
Deloitte June 2009 - August 2009
Skills
Accounting, Auditing, Fixed Assets, Microsoft Excel, QuickBooks, Financial Statement..., Accounts..., Peachtree, Bloomberg Terminal, Investment Valuation, Real Estate License, Microsoft Office, Accounts Payable, Real Estate, Oracle Applications, Fixed Income, Finance
Education
Pace University - Lubin School of Business 2010 — 2011
Master of Business Administration (M.B.A.), Public Accounting, 3.67 GPA
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 3.90 GPA
Jefferies October 2013 - Present
Cipriani & Company, LLC March 2013 - October 2013
Deloitte September 2011 - February 2013
Clearview Designs, LLC September 2009 - August 2011
Deloitte June 2010 - August 2010
Deloitte June 2009 - August 2009
Skills
Accounting, Auditing, Fixed Assets, Microsoft Excel, QuickBooks, Financial Statement..., Accounts..., Peachtree, Bloomberg Terminal, Investment Valuation, Real Estate License, Microsoft Office, Accounts Payable, Real Estate, Oracle Applications, Fixed Income, Finance
Education
Pace University - Lubin School of Business 2010 — 2011
Master of Business Administration (M.B.A.), Public Accounting, 3.67 GPA
Pace University - Lubin School of Business 2006 — 2010
Bachelor of Business Administration (B.B.A.), Accounting, 3.90 GPA
Arthur John Arthur John's Jefferies Experience March 2014 - September 2014
Job Global Compliance Operations
Industry Financial Services
Experience
Consumer Financial Protection Bureau (CFPB) June 2015 - Present
JPMorgan Chase & Co. September 2014 - April 2015
Jefferies March 2014 - September 2014
Community & Economic Development Clinic January 2013 - June 2013
DD 172 Media Collective January 2011 - December 2012
Law, Logic & Technology Research Lab August 2011 - August 2012
JPMorgan Chase January 2009 - July 2010
Skills
Legal Writing, Legal Research, Corporate Law, Nonprofits, Legal Assistance, Westlaw, Finance, Litigation, Research, Anti Money Laundering, Public Speaking, Financial Risk, Microsoft Excel, Microsoft Office
Education
Hofstra University School of Law 2010 — 2013
Doctor of Law (J.D.)
Stony Brook University
Stony Brook University
Consumer Financial Protection Bureau (CFPB) June 2015 - Present
JPMorgan Chase & Co. September 2014 - April 2015
Jefferies March 2014 - September 2014
Community & Economic Development Clinic January 2013 - June 2013
DD 172 Media Collective January 2011 - December 2012
Law, Logic & Technology Research Lab August 2011 - August 2012
JPMorgan Chase January 2009 - July 2010
Skills
Legal Writing, Legal Research, Corporate Law, Nonprofits, Legal Assistance, Westlaw, Finance, Litigation, Research, Anti Money Laundering, Public Speaking, Financial Risk, Microsoft Excel, Microsoft Office
Education
Hofstra University School of Law 2010 — 2013
Doctor of Law (J.D.)
Stony Brook University
Stony Brook University
Nick Nocito Nick Nocito's Jefferies Experience September 2014 - Present
Job Investment Banking Analyst at Jefferies
Industry Financial Services
Experience
Jefferies September 2014 - Present
JMP Securities July 2013 - September 2014
Ladenburg Thalmann September 2011 - February 2012
Puma Capital June 2011 - August 2011
Blue Waters/Shodor May 2010 - December 2010
Journal of Computational Science Education May 2010 - September 2010
Skills
Financial Modeling, Bloomberg, Bloomberg Terminal, Valuation, Equities, Equity Research, Investment Banking, Hedge Funds, Financial Analysis, Portfolio Management, Asset Managment
Education
Villanova University 2012 — 2013
Master of Science in Finance (MSF), GPA: 3.82
Kean University 2008 — 2012
Bachelor of Science in Computational Applied Mathematics, GPA: 3.84
Delran
Jefferies September 2014 - Present
JMP Securities July 2013 - September 2014
Ladenburg Thalmann September 2011 - February 2012
Puma Capital June 2011 - August 2011
Blue Waters/Shodor May 2010 - December 2010
Journal of Computational Science Education May 2010 - September 2010
Skills
Financial Modeling, Bloomberg, Bloomberg Terminal, Valuation, Equities, Equity Research, Investment Banking, Hedge Funds, Financial Analysis, Portfolio Management, Asset Managment
Education
Villanova University 2012 — 2013
Master of Science in Finance (MSF), GPA: 3.82
Kean University 2008 — 2012
Bachelor of Science in Computational Applied Mathematics, GPA: 3.84
Delran
Rick Piedade Rick Piedade's Jefferies Experience December 2006 - Present
Job Product Specialist, Electronic Trading
Industry Financial Services
Experience
Jefferies December 2006 - Present
Jefferies & Company December 2006 - May 2012
BANC OF AMERICA SECURITIES LLC June 1998 - December 2006
V-BAND October 1997 - June 1998
Curtis Instruments October 1996 - October 1997
Skills
Realtick, Prime Brokerage, Electronic Trading, Hedge Funds, Equities, Trading, Options, Back Office, Order Management, Trading Systems, Equity Trading, Market Data, Series 7, Securities, Investment Banking, Series 63, ETFs, Technical Analysis, Relationship Management, Equity Derivatives, Fixed Income, Derivatives
Education
Manhattan College 1992 — 1996
BS, Electrical Engineering; Electrical Engineering
Jefferies December 2006 - Present
Jefferies & Company December 2006 - May 2012
BANC OF AMERICA SECURITIES LLC June 1998 - December 2006
V-BAND October 1997 - June 1998
Curtis Instruments October 1996 - October 1997
Skills
Realtick, Prime Brokerage, Electronic Trading, Hedge Funds, Equities, Trading, Options, Back Office, Order Management, Trading Systems, Equity Trading, Market Data, Series 7, Securities, Investment Banking, Series 63, ETFs, Technical Analysis, Relationship Management, Equity Derivatives, Fixed Income, Derivatives
Education
Manhattan College 1992 — 1996
BS, Electrical Engineering; Electrical Engineering
Lubi Kutua Lubi Kutua's Jefferies Experience August 2015 - Present
Job Vice President Equity Research at Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
KeyBanc Capital Markets February 2013 - August 2015
Goldman Sachs April 2009 - February 2013
Goldman Sachs July 2006 - April 2009
Goldman Sachs July 2004 - June 2006
Skills
Equities, Valuation, Finance, Financial Modeling, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Corporate Finance, Microsoft Office, Microsoft Excel, Investments, Portfolio Management, Equity Valuation, Bloomberg, Equity Trading, Equity Research
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance, Financial Instruments & Markets
Hamilton College 2000 — 2004
BA, Mathematics & Physics, Cum Laude
The Taft School 1999 — 2000
Jefferies August 2015 - Present
KeyBanc Capital Markets February 2013 - August 2015
Goldman Sachs April 2009 - February 2013
Goldman Sachs July 2006 - April 2009
Goldman Sachs July 2004 - June 2006
Skills
Equities, Valuation, Finance, Financial Modeling, Financial Analysis, Financial Reporting, Financial Accounting, Strategic Financial..., Corporate Finance, Microsoft Office, Microsoft Excel, Investments, Portfolio Management, Equity Valuation, Bloomberg, Equity Trading, Equity Research
Education
New York University - Leonard N. Stern School of Business 2009 — 2012
MBA, Finance, Financial Instruments & Markets
Hamilton College 2000 — 2004
BA, Mathematics & Physics, Cum Laude
The Taft School 1999 — 2000
Edward Byon's Jefferies Experience March 2007 - March 2015
Job CoFounder & CEO at Finiato LLC
Industry Computer Software
Experience
Finiato LLC May 2015 - Present
Jefferies March 2007 - March 2015
cbAlley Inc January 2006 - March 2007
Polaris Advisors August 2003 - January 2006
Oracle June 2001 - July 2003
Skills
C#, SQL, Web Applications, Software, SDLC, Java, Cloud Computing, Databases, Microsoft SQL Server, Requirements Analysis, JavaScript, Software Development, SOA, Analytics
Education
Massachusetts Institute of Technology 2000 — 2001
M. Eng, Computer Science
Massachusetts Institute of Technology 1996 — 2000
B.S., Computer Science
Finiato LLC May 2015 - Present
Jefferies March 2007 - March 2015
cbAlley Inc January 2006 - March 2007
Polaris Advisors August 2003 - January 2006
Oracle June 2001 - July 2003
Skills
C#, SQL, Web Applications, Software, SDLC, Java, Cloud Computing, Databases, Microsoft SQL Server, Requirements Analysis, JavaScript, Software Development, SOA, Analytics
Education
Massachusetts Institute of Technology 2000 — 2001
M. Eng, Computer Science
Massachusetts Institute of Technology 1996 — 2000
B.S., Computer Science
Erik Schaefer's Jefferies Experience April 2011 - April 2012
Job Assistant Vice President | IT Desktop Services at Lloyd's Bank
Industry Financial Services
Experience
Lloyds Bank Commercial Banking April 2012 - Present
Jefferies April 2011 - April 2012
Schonfeld Securities June 2000 - May 2011
Skills
Equities, Technical Support, Bloomberg, Market Data, Trading Systems, Windows Server, Business Analysis, Asset Management, Risk Management, Blackberry Enterprise..., Infrastructure, Disaster Recovery, Windows 7, XP, Investment Banking, Active Directory, Data Center, SCCM, Reuters, Windows XP, Trading, Fixed Income
Education
Eastern Michigan University 1994 — 1998
Computer Science, CAD
Lloyds Bank Commercial Banking April 2012 - Present
Jefferies April 2011 - April 2012
Schonfeld Securities June 2000 - May 2011
Skills
Equities, Technical Support, Bloomberg, Market Data, Trading Systems, Windows Server, Business Analysis, Asset Management, Risk Management, Blackberry Enterprise..., Infrastructure, Disaster Recovery, Windows 7, XP, Investment Banking, Active Directory, Data Center, SCCM, Reuters, Windows XP, Trading, Fixed Income
Education
Eastern Michigan University 1994 — 1998
Computer Science, CAD
Kate Vlasovskaya's Jefferies Experience June 2015 - Present
Job Business Management Associate at Jefferies
Industry Financial Services
Experience
Jefferies June 2015 - Present
BNY Mellon February 2013 - June 2015
Maritime Capital,LLC March 2011 - October 2012
Merrill Lynch August 2010 - December 2010
Education
NYU School of Professional Studies
Certificate in Global Affairs
Pace University - Pforzheimer Honors College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
European Business School (EBS) - London 2008 — 2008
semester abroad
Jefferies June 2015 - Present
BNY Mellon February 2013 - June 2015
Maritime Capital,LLC March 2011 - October 2012
Merrill Lynch August 2010 - December 2010
Education
NYU School of Professional Studies
Certificate in Global Affairs
Pace University - Pforzheimer Honors College 2007 — 2010
Bachelor of Business Administration (BBA), Finance, Economics
European Business School (EBS) - London 2008 — 2008
semester abroad
Connor Leahey Connor Leahey's Jefferies Experience April 2015 - Present
Job Equity Trading Healthcare Desk
Industry Financial Services
Experience
Jefferies April 2015 - Present
Jefferies & Company July 2013 - April 2015
Six3 Systems June 2012 - August 2012
Education
Fairfield University 2009 — 2013
Bachelor of Science (BSc), Finance
Jefferies April 2015 - Present
Jefferies & Company July 2013 - April 2015
Six3 Systems June 2012 - August 2012
Education
Fairfield University 2009 — 2013
Bachelor of Science (BSc), Finance
Karim Anchassi Karim Anchassi's Jefferies Experience July 2015 - Present
Job Tech Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies July 2015 - Present
McDonough Global Student Association March 2013 - May 2015
Georgetown University March 2012 - May 2015
TAP Advisors June 2014 - August 2014
Corporate Finance House July 2013 - August 2013
Permanent Peace Movement May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Corporate Finance, Market Research, precision tree - Excel, @Risk, Google Adwords, Minitab, Financial Statement..., Preparing Summary Papers, SQL, VBA, Leadership, Writing business plans, Investment Banking
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Operations and Information Management
Fudan University 2013 — 2013
Summer in Shanghai Study Abroad, Business Management and Intercultural Communication
Jefferies July 2015 - Present
McDonough Global Student Association March 2013 - May 2015
Georgetown University March 2012 - May 2015
TAP Advisors June 2014 - August 2014
Corporate Finance House July 2013 - August 2013
Permanent Peace Movement May 2012 - August 2012
Skills
Microsoft Excel, Microsoft Office, Corporate Finance, Market Research, precision tree - Excel, @Risk, Google Adwords, Minitab, Financial Statement..., Preparing Summary Papers, SQL, VBA, Leadership, Writing business plans, Investment Banking
Education
Georgetown University - The McDonough School of Business 2011 — 2015
Bachelor of Business Administration (BBA), Finance, Operations and Information Management
Fudan University 2013 — 2013
Summer in Shanghai Study Abroad, Business Management and Intercultural Communication
Rebecca Forest's Jefferies Experience August 2013 - February 2015
Job Associate at New Leaf Venture Partners
Industry Biotechnology
Experience
New Leaf Venture Partners February 2015 - Present
Jefferies August 2013 - February 2015
Piper Jaffray September 2011 - August 2013
Bay City Capital March 2009 - September 2011
Bank of America June 2006 - March 2009
Education
Indiana University Bloomington 2002 — 2006
BS Mathematics, BS Biochemistry, Minors in French and Economics
New Leaf Venture Partners February 2015 - Present
Jefferies August 2013 - February 2015
Piper Jaffray September 2011 - August 2013
Bay City Capital March 2009 - September 2011
Bank of America June 2006 - March 2009
Education
Indiana University Bloomington 2002 — 2006
BS Mathematics, BS Biochemistry, Minors in French and Economics
Fletcher Franklin's Jefferies Experience August 2014 - Present
Job Analyst, BCM Coordinator at Jefferies
Industry Financial Services
Experience
Jefferies August 2014 - Present
Kenyon College Athletic Center 2013 - May 2014
Kenyon Athletic Center August 2011 - May 2014
Colorado Trails Ranch May 2013 - August 2013
Collegiate Entrepreneurs Painting Services May 2012 - August 2012
Skills
Management, Political History, Political Science, Construction, Building Maintenance, Landscape Maintenance, Business Continuity, Business Continuity..., Research, Analysis
Education
Kenyon College 2010 — 2014
Bachelor of Arts (B.A.), History
John Jay High School 2006 — 2010
Jefferies August 2014 - Present
Kenyon College Athletic Center 2013 - May 2014
Kenyon Athletic Center August 2011 - May 2014
Colorado Trails Ranch May 2013 - August 2013
Collegiate Entrepreneurs Painting Services May 2012 - August 2012
Skills
Management, Political History, Political Science, Construction, Building Maintenance, Landscape Maintenance, Business Continuity, Business Continuity..., Research, Analysis
Education
Kenyon College 2010 — 2014
Bachelor of Arts (B.A.), History
John Jay High School 2006 — 2010
Albert Hu's Jefferies Experience July 2011 - December 2012
Job Vice President at Silicon Valley Bank
Industry Financial Services
Experience
Silicon Valley Bank February 2013 - Present
Jefferies July 2011 - December 2012
Gap Year October 2010 - June 2011
Jefferies June 2010 - August 2010
Imperial Capital June 2009 - August 2009
Houlihan Lokey Howard & Zukin May 2008 - September 2008
Skills
Leveraged Finance, Leveraged Lending
Education
University of California, Los Angeles 2007 — 2010
BA, Business Economics, Accounting
Fudan University 2009 — 2009
Lynbrook High School 2003 — 2007
Silicon Valley Bank February 2013 - Present
Jefferies July 2011 - December 2012
Gap Year October 2010 - June 2011
Jefferies June 2010 - August 2010
Imperial Capital June 2009 - August 2009
Houlihan Lokey Howard & Zukin May 2008 - September 2008
Skills
Leveraged Finance, Leveraged Lending
Education
University of California, Los Angeles 2007 — 2010
BA, Business Economics, Accounting
Fudan University 2009 — 2009
Lynbrook High School 2003 — 2007
Alan Tadian Alan Tadian's Jefferies Experience July 2015 - Present
Job Equity Research Associate at Jefferies
Industry Banking
Experience
Jefferies July 2015 - Present
Georgetown University Student and Alumni Federal Credit Union September 2011 - March 2015
Georgetown University Alumni & Student Federal Credit Union March 2013 - March 2014
CDC Development Solutions June 2013 - August 2013
Azimuth Capital Management May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Thomson Reuters Baseline, Solomon, Bloomberg, General Ledger, Accounting, Account Reconciliation, Microsoft Dynamics SL, Budgets, Financial Modeling, Microsoft Office, Equities, Finance, Research, Financial Analysis, Public Speaking
Education
Georgetown University 2011 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Jefferies July 2015 - Present
Georgetown University Student and Alumni Federal Credit Union September 2011 - March 2015
Georgetown University Alumni & Student Federal Credit Union March 2013 - March 2014
CDC Development Solutions June 2013 - August 2013
Azimuth Capital Management May 2012 - August 2012
Skills
Microsoft Word, Microsoft Excel, PowerPoint, Thomson Reuters Baseline, Solomon, Bloomberg, General Ledger, Accounting, Account Reconciliation, Microsoft Dynamics SL, Budgets, Financial Modeling, Microsoft Office, Equities, Finance, Research, Financial Analysis, Public Speaking
Education
Georgetown University 2011 — 2014
Bachelor of Science in Business Administration, Accounting and Finance
Allison Orzell's Jefferies Experience July 2012 - Present
Job Administrative Assistant at Jefferies LLC.
Industry Investment Management
Experience
Jefferies July 2012 - Present
Jefferies & Company October 2010 - June 2012
Williams-Sonoma, Inc. February 2010 - October 2010
Williams-Sonoma, Inc. June 2005 - January 2010
Chemical Compounding June 2005 - August 2008
Skills
Lotus Notes, Microsoft Office, Sales Management, Concur, Expense Reports, Travel Planning, Office Administration, Calendaring, Administrative..., Customer Service, Travel Arrangements, Event Planning, Sales, Calendars, Telephone Skills, Management, Microsoft Excel
Education
Linfield College 2005 — 2009
Bachelor of Arts, History
Jefferies July 2012 - Present
Jefferies & Company October 2010 - June 2012
Williams-Sonoma, Inc. February 2010 - October 2010
Williams-Sonoma, Inc. June 2005 - January 2010
Chemical Compounding June 2005 - August 2008
Skills
Lotus Notes, Microsoft Office, Sales Management, Concur, Expense Reports, Travel Planning, Office Administration, Calendaring, Administrative..., Customer Service, Travel Arrangements, Event Planning, Sales, Calendars, Telephone Skills, Management, Microsoft Excel
Education
Linfield College 2005 — 2009
Bachelor of Arts, History
Andrew Mastromonaco Andrew Mastromonaco's Jefferies Experience January 2014 - Present
Job Vice President Equity Sales at Jefferies
Industry Financial Services
Experience
Jefferies January 2014 - Present
Jefferies & Company 2011 - Present
Thomson Reuters October 2009 - July 2011
Thomson Reuters October 2008 - October 2009
Thomson Reuters July 2007 - October 2008
Education
Lehigh University 2003 — 2007
B.A, Economics, Finance, Accounting, International Relations, Japanese
Jefferies January 2014 - Present
Jefferies & Company 2011 - Present
Thomson Reuters October 2009 - July 2011
Thomson Reuters October 2008 - October 2009
Thomson Reuters July 2007 - October 2008
Education
Lehigh University 2003 — 2007
B.A, Economics, Finance, Accounting, International Relations, Japanese
Sun Yuting Sun Yuting's Jefferies Experience February 2015 - May 2015
Job MSc candidate in Financial Engineering at Stevens Institute of Technology
Industry Financial Services
Experience
RBC Capital Markets August 2015 - Present
Jefferies February 2015 - May 2015
ViewTrade Holding Corp. May 2014 - August 2014
SEIOSOFT TECHNOLOGY CO., LTD. December 2012 - March 2013
Citi June 2011 - August 2011
Skills
C++, SQL, JavaScript, Machine Learning, Java, Stochastic Calculus, Probability and..., Black-Scholes, Portfolio Optimization, Derivatives and Options, GARCH, Monte Carlo Simulation, Binomial/Trinomial Tree, Moving Averages, Interest Rate Models, Basel III, CVA, Database Design, Data Structures, Hadoop, Microsoft Excel, VBA
Education
Stevens Institute of Technology 2013 — 2015
Financial Engineering, Master of Science (M.S.)(4.0/4.0)
Nanjing University 2009 — 2013
Software Engineering, Bachelor of Science (BS)
RBC Capital Markets August 2015 - Present
Jefferies February 2015 - May 2015
ViewTrade Holding Corp. May 2014 - August 2014
SEIOSOFT TECHNOLOGY CO., LTD. December 2012 - March 2013
Citi June 2011 - August 2011
Skills
C++, SQL, JavaScript, Machine Learning, Java, Stochastic Calculus, Probability and..., Black-Scholes, Portfolio Optimization, Derivatives and Options, GARCH, Monte Carlo Simulation, Binomial/Trinomial Tree, Moving Averages, Interest Rate Models, Basel III, CVA, Database Design, Data Structures, Hadoop, Microsoft Excel, VBA
Education
Stevens Institute of Technology 2013 — 2015
Financial Engineering, Master of Science (M.S.)(4.0/4.0)
Nanjing University 2009 — 2013
Software Engineering, Bachelor of Science (BS)
Thomas Grueter Thomas Grueter's Jefferies Experience June 2015 - Present
Job Analyst at Jefferies
Industry Information Technology and Services
Experience
Jefferies June 2015 - Present
Skills
C#, Java, Android, SQL, PHP, Laravel, Carpentry, Management, Data Analysis, Customer Service
Education
Gettysburg College 2011 — 2015
Bachelor’s Degree, Computer Science, 2015
Jefferies June 2015 - Present
Skills
C#, Java, Android, SQL, PHP, Laravel, Carpentry, Management, Data Analysis, Customer Service
Education
Gettysburg College 2011 — 2015
Bachelor’s Degree, Computer Science, 2015
Brian Giometti's Jefferies Experience June 2015 - August 2015
Job MBA Candidate 2016 | Goizueta Business School |
Industry Higher Education
Experience
Emory University Goizueta Business School July 2014 - Present
Jefferies June 2015 - August 2015
Office of the Comptroller of the Currency February 2013 - July 2014
Office of the Comptroller of the Currency June 2012 - February 2013
The Grand Del Mar August 2009 - June 2012
United States Golf Association May 2008 - August 2008
Skills
Customer Service, Financial Analysis, Financial Modeling, Investments, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Strategic Planning
Education
San Diego State University-California State University 2009 — 2011
Bachelor of Arts, Economics
Emory University 2007 — 2008
Emory University Goizueta Business School July 2014 - Present
Jefferies June 2015 - August 2015
Office of the Comptroller of the Currency February 2013 - July 2014
Office of the Comptroller of the Currency June 2012 - February 2013
The Grand Del Mar August 2009 - June 2012
United States Golf Association May 2008 - August 2008
Skills
Customer Service, Financial Analysis, Financial Modeling, Investments, Leadership, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Strategic Planning
Education
San Diego State University-California State University 2009 — 2011
Bachelor of Arts, Economics
Emory University 2007 — 2008
Corey Spar Corey Spar's Jefferies Experience June 2015 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies June 2015 - Present
Jefferies LLC May 2014 - July 2014
NYSE Euronext June 2013 - August 2013
Social Entrepreneur Corps May 2012 - July 2012
Duane Morris LLP May 2011 - August 2011
Old Westbury Country Club May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English
Education
Duke University 2011 — 2015
Bachelor of Arts (B.A.), Public Policy Studies (PPS) and Markets and Management Studies (MMS)
Jefferies June 2015 - Present
Jefferies LLC May 2014 - July 2014
NYSE Euronext June 2013 - August 2013
Social Entrepreneur Corps May 2012 - July 2012
Duane Morris LLP May 2011 - August 2011
Old Westbury Country Club May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English
Education
Duke University 2011 — 2015
Bachelor of Arts (B.A.), Public Policy Studies (PPS) and Markets and Management Studies (MMS)
Raynor Cordes's Jefferies Experience May 2015 - July 2015
Job Incoming Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
New Canaan Field Club March 2012 - August 2015
Jefferies May 2015 - July 2015
Morgan Stanley June 2014 - August 2014
Norwalk Seaport Association May 2010 - August 2010
Skills
Interacting with People..., Team Leadership, Public Speaking, Maintenance & Repair, Lifeguarding, Cpr Certified, Guided Tours, Microsoft Excel, Social Media, Teamwork, CPR Certified, PowerPoint, Leadership, Financial Analysis, Finance, Social Networking, Microsoft Word, Customer Service
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree, Finance, Accounting
New Canaan High School 2008 — 2012
New Canaan Field Club March 2012 - August 2015
Jefferies May 2015 - July 2015
Morgan Stanley June 2014 - August 2014
Norwalk Seaport Association May 2010 - August 2010
Skills
Interacting with People..., Team Leadership, Public Speaking, Maintenance & Repair, Lifeguarding, Cpr Certified, Guided Tours, Microsoft Excel, Social Media, Teamwork, CPR Certified, PowerPoint, Leadership, Financial Analysis, Finance, Social Networking, Microsoft Word, Customer Service
Education
Indiana University - Kelley School of Business 2012 — 2016
Bachelor's Degree, Finance, Accounting
New Canaan High School 2008 — 2012
Marie-Laurence Stopford Marie-Laurence Stopford's Jefferies Experience June 1999 - May 2001
Job Finance & Analytics
Industry Internet
Experience
Move, Inc August 2015 - Present
eBay October 2012 - July 2015
eBay January 2011 - October 2012
eBay December 2008 - December 2010
eBay October 2007 - December 2008
eBay September 2003 - September 2007
Freelance May 2001 - September 2002
Jefferies June 1999 - May 2001
UBS June 1996 - June 1999
PAI Partners June 1995 - June 1996
Skills
Analytics, Forecasting, Pricing, E-commerce, Cross-functional Team..., Mergers & Acquisitions, Financial Analysis, Finance, Analysis, Strategic Planning, Business Analysis, Management, Product Marketing, Business Planning, Risk Management, Process Improvement, Strategic Financial..., Business Partner Support, Financial Modeling, Data-driven Decision..., Revenue Forecasting, Team Leadership, Continuous Process..., Financial Planning, Corporate FP&A, Budgeting, Project Management, Customer Insight, Business Strategy, Financial Systems..., Company Valuation, Online Marketplace, C-Level Communications, Stakeholder Management, SAP BPC, Operational Execution
Education
London Business School 2002 — 2003
Masters
ESSEC Business School 1992 — 1995
Master of Science in Management
Move, Inc August 2015 - Present
eBay October 2012 - July 2015
eBay January 2011 - October 2012
eBay December 2008 - December 2010
eBay October 2007 - December 2008
eBay September 2003 - September 2007
Freelance May 2001 - September 2002
Jefferies June 1999 - May 2001
UBS June 1996 - June 1999
PAI Partners June 1995 - June 1996
Skills
Analytics, Forecasting, Pricing, E-commerce, Cross-functional Team..., Mergers & Acquisitions, Financial Analysis, Finance, Analysis, Strategic Planning, Business Analysis, Management, Product Marketing, Business Planning, Risk Management, Process Improvement, Strategic Financial..., Business Partner Support, Financial Modeling, Data-driven Decision..., Revenue Forecasting, Team Leadership, Continuous Process..., Financial Planning, Corporate FP&A, Budgeting, Project Management, Customer Insight, Business Strategy, Financial Systems..., Company Valuation, Online Marketplace, C-Level Communications, Stakeholder Management, SAP BPC, Operational Execution
Education
London Business School 2002 — 2003
Masters
ESSEC Business School 1992 — 1995
Master of Science in Management
William Fitzgerald William Fitzgerald's Jefferies Experience May 2015 - July 2015
Job Investment Banking Summer Analyst at Jefferies
Industry Financial Services
Experience
Zeeba Group LLC February 2013 - Present
Jefferies May 2015 - July 2015
Energy Capital Partners June 2014 - August 2014
Arden Asset Management July 2011 - August 2011
Swifty's June 2011 - August 2011
Longbow Capital Partners, L.P. June 2010 - August 2010
Skills
PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Event Planning, Financial Analysis, Investments, Leadership, Due Diligence, Data Analysis, Finance, Portfolio Management, Social Media
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Major: Finance Minor: Art History
The Taft School 2008 — 2012
High School
Oxbridge Academic Program 2010 — 2010
International Business Focus
Zeeba Group LLC February 2013 - Present
Jefferies May 2015 - July 2015
Energy Capital Partners June 2014 - August 2014
Arden Asset Management July 2011 - August 2011
Swifty's June 2011 - August 2011
Longbow Capital Partners, L.P. June 2010 - August 2010
Skills
PowerPoint, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, Research, Public Speaking, Event Planning, Financial Analysis, Investments, Leadership, Due Diligence, Data Analysis, Finance, Portfolio Management, Social Media
Education
Georgetown University - The McDonough School of Business 2012 — 2016
Major: Finance Minor: Art History
The Taft School 2008 — 2012
High School
Oxbridge Academic Program 2010 — 2010
International Business Focus
Avinash Mohapatra Avinash Mohapatra's Jefferies Experience 2015 — Present
Job Vice President, Energy
Industry Jefferies LLC
Experience
PetroTel April 2013 — Aug 2015
Oklahoma geological Survey November 2012 — March 2013
University of Oklahoma December 2009 — August 2012
Reliance June 2008 — July 2009
Jefferies 2015 — Present
Skills
Client interface with acreage valuation and finance. Estimating Oil in place, geological structure, Integrated Petrophysics, Reservoir Engineering, Type curve analysis.
Education
University of Oklahoma 2009 — 2012
Master's degree, Petroleum Engineering, 3.9
National Institute of Technology Rourkela 2004 — 2008
Bachelor's Degree, Chemical Engineering, 4.0
PetroTel April 2013 — Aug 2015
Oklahoma geological Survey November 2012 — March 2013
University of Oklahoma December 2009 — August 2012
Reliance June 2008 — July 2009
Jefferies 2015 — Present
Skills
Client interface with acreage valuation and finance. Estimating Oil in place, geological structure, Integrated Petrophysics, Reservoir Engineering, Type curve analysis.
Education
University of Oklahoma 2009 — 2012
Master's degree, Petroleum Engineering, 3.9
National Institute of Technology Rourkela 2004 — 2008
Bachelor's Degree, Chemical Engineering, 4.0
Ashley Shaffer's Jefferies Experience June 2015 - Present
Job Investment Banking Analyst at Jefferies
Industry Banking
Experience
Jefferies June 2015 - Present
Georgetown University Women's Soccer Team August 2011 - May 2015
Jefferies May 2014 - August 2014
Wells Fargo June 2013 - July 2013
Hill, Chesson, & Woody June 2012 - July 2013
Capital Area Soccer League (CASL) June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Leadership, Financial Analysis, Data Entry, Time Management, Social Networking, Microsoft Word, Research, Teamwork, Accounting
Education
Georgetown University - The McDonough School of Business 2011 — 2015
BS in Business Administration, Accounting and Finance
Jefferies June 2015 - Present
Georgetown University Women's Soccer Team August 2011 - May 2015
Jefferies May 2014 - August 2014
Wells Fargo June 2013 - July 2013
Hill, Chesson, & Woody June 2012 - July 2013
Capital Area Soccer League (CASL) June 2012 - July 2012
Skills
Microsoft Excel, Microsoft Office, Leadership, Financial Analysis, Data Entry, Time Management, Social Networking, Microsoft Word, Research, Teamwork, Accounting
Education
Georgetown University - The McDonough School of Business 2011 — 2015
BS in Business Administration, Accounting and Finance
Ben Brewers's Jefferies Experience July 2015 - Present
Job Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies July 2015 - Present
Sikich May 2014 - August 2014
Northwestern Mutual May 2013 - December 2013
Wiltfong Moving & Storage, Inc. May 2012 - August 2012
Mercury Displacement Industries, Inc. June 2011 - August 2011
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Arts, Economics
Jefferies July 2015 - Present
Sikich May 2014 - August 2014
Northwestern Mutual May 2013 - December 2013
Wiltfong Moving & Storage, Inc. May 2012 - August 2012
Mercury Displacement Industries, Inc. June 2011 - August 2011
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Arts, Economics
James (JP) Burnside James (JP) Burnside's Jefferies Experience July 2015 - Present
Job Equity Research Sales Analyst at Jefferies
Industry Financial Services
Experience
Jefferies July 2015 - Present
Concept Capital Markets, LLC May 2014 - August 2014
JSK Associates Inc - International Equity Services May 2013 - August 2013
Skills
Microsoft Office, Teamwork, Sales, Leadership, Microsoft Excel, Social Media, Time Management, Investments, PowerPoint, Public Speaking, Financial Services, Account Management, Microsoft Word, Capital Markets, Coaching, Athletics, Supply Chain Management
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Smeal College of Business, 3.4 GPA
Garden City High School 2007 — 2011
Jefferies July 2015 - Present
Concept Capital Markets, LLC May 2014 - August 2014
JSK Associates Inc - International Equity Services May 2013 - August 2013
Skills
Microsoft Office, Teamwork, Sales, Leadership, Microsoft Excel, Social Media, Time Management, Investments, PowerPoint, Public Speaking, Financial Services, Account Management, Microsoft Word, Capital Markets, Coaching, Athletics, Supply Chain Management
Education
Penn State University 2011 — 2015
Bachelor of Science (BS), Smeal College of Business, 3.4 GPA
Garden City High School 2007 — 2011
John T. Sullivan's Jefferies Experience May 2015 - Present
Job Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies May 2015 - Present
Jefferies LLC April 2014 - Present
Axiom Capital Management, Inc. November 2012 - April 2014
Citigroup October 2010 - October 2012
Education
Miami University
Bachelor of Arts (BA)
Rye High School
Jefferies May 2015 - Present
Jefferies LLC April 2014 - Present
Axiom Capital Management, Inc. November 2012 - April 2014
Citigroup October 2010 - October 2012
Education
Miami University
Bachelor of Arts (BA)
Rye High School
Aaron Hazan's Jefferies Experience May 2015 - Present
Job Investment Banking Summer Analyst at Jefferies
Industry Financial Services
Experience
Jefferies May 2015 - Present
Spirit Music Group May 2013 - August 2014
Catalina Beach Club 2008 - 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Operating Models, Valuation, Financial Analysis, Due Diligence, Finance, Forecasting, Management
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science (BS), Accounting and Finance
Jefferies May 2015 - Present
Spirit Music Group May 2013 - August 2014
Catalina Beach Club 2008 - 2012
Skills
Microsoft Office, PowerPoint, Microsoft Excel, Microsoft Word, Financial Modeling, Operating Models, Valuation, Financial Analysis, Due Diligence, Finance, Forecasting, Management
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Accounting and Finance
Indiana University - Kelley School of Business 2011 — 2014
Bachelor of Science (BS), Accounting and Finance
Irene Ng's Jefferies Experience December 2014 - Present
Job at
Industry Financial Services
Experience
Jefferies December 2014 - Present
BNY Mellon January 2007 - November 2014
BNY Mellon January 2007 - November 2014
Pace University September 2005 - April 2007
Pace University Tutorial Center September 2005 - April 2007
SIAC June 2006 - December 2006
Industry Automation Corp June 2006 - December 2006
Skills
Analysis, Valuation, Financial Analysis, Management, Training, Mutual Funds, Hedge Funds, Asset Management, Bloomberg, Business Analysis, Derivatives, Equities, Alternative Investments, Fixed Income, Options, Securities, Trading
Education
Pace University 2003 — 2007
BBA, Mathematics; Finance; Management Science
Pace University, Lubin School of Business New
Bachelor, Business Administration; Management Science and Finance
Jefferies December 2014 - Present
BNY Mellon January 2007 - November 2014
BNY Mellon January 2007 - November 2014
Pace University September 2005 - April 2007
Pace University Tutorial Center September 2005 - April 2007
SIAC June 2006 - December 2006
Industry Automation Corp June 2006 - December 2006
Skills
Analysis, Valuation, Financial Analysis, Management, Training, Mutual Funds, Hedge Funds, Asset Management, Bloomberg, Business Analysis, Derivatives, Equities, Alternative Investments, Fixed Income, Options, Securities, Trading
Education
Pace University 2003 — 2007
BBA, Mathematics; Finance; Management Science
Pace University, Lubin School of Business New
Bachelor, Business Administration; Management Science and Finance
Jerry Waldron's Jefferies Experience May 2008 - March 2010
Job Managing Director, Provincial/SSA Trading & Sales at Scotiabank
Industry Banking
Experience
Scotiabank March 2010 - Present
Jefferies May 2008 - March 2010
Morgan Stanley January 1986 - October 2007
Skills
Fixed Income, Sales, Trading, Capital Markets, Asset Management, Banking
Education
Fordham University 1988 — 1991
Master of Business Administration (M.B.A.), Finance, General
Villanova University 1981 — 1985
Bachelor of Business Administration (B.B.A.)
Scotiabank March 2010 - Present
Jefferies May 2008 - March 2010
Morgan Stanley January 1986 - October 2007
Skills
Fixed Income, Sales, Trading, Capital Markets, Asset Management, Banking
Education
Fordham University 1988 — 1991
Master of Business Administration (M.B.A.), Finance, General
Villanova University 1981 — 1985
Bachelor of Business Administration (B.B.A.)
Peter Caputo's Jefferies Experience May 2004 - March 2007
Job Financial Services Professional
Industry Financial Services
Experience
Rafferty Capital Markets August 2010 - September 2014
LaBranche & Co. March 2007 - August 2010
Jefferies May 2004 - March 2007
Skills
Capital Markets, Hedge Funds, Trading Systems, Electronic Trading, Bloomberg, Fixed Income, Equities, Derivatives, Trading, Alternative Investments, Financial Markets, Equity Research, Equity Trading, Series 63, Securities, Series 7, Investments, Series 55, Risk Management, Operating Systems, Distressed Equities, Proprietary Trading, Financial Services, Investment Strategies, Market Making, Management, Due Diligence, FINRA
Education
Iona College 1988 — 1992
Bachelor's Degree, Communications
Rafferty Capital Markets August 2010 - September 2014
LaBranche & Co. March 2007 - August 2010
Jefferies May 2004 - March 2007
Skills
Capital Markets, Hedge Funds, Trading Systems, Electronic Trading, Bloomberg, Fixed Income, Equities, Derivatives, Trading, Alternative Investments, Financial Markets, Equity Research, Equity Trading, Series 63, Securities, Series 7, Investments, Series 55, Risk Management, Operating Systems, Distressed Equities, Proprietary Trading, Financial Services, Investment Strategies, Market Making, Management, Due Diligence, FINRA
Education
Iona College 1988 — 1992
Bachelor's Degree, Communications
Robert Amato Robert Amato's Jefferies Experience October 2014 - March 2015
Job Accountant at Leucadia National Corporation
Industry Accounting
Experience
Leucadia National Corporation March 2015 - Present
Jefferies October 2014 - March 2015
Deloitte November 2011 - August 2014
BDO USA, LLP July 2010 - December 2011
UHY, LLP September 2008 - July 2010
Smolin, Lupin & Co December 2006 - September 2008
Skills
Accounting, GAAP, Auditing, Financial Services, Financial Statements, Finance, Internal Controls, Due Diligence, Management, Account Reconciliation, Training, Assurance, Private Equity, Financial Audits, Internal Audit
Education
Manhattan College 2002 — 2006
Bachelors, Finance
Hudson Catholic High School 1998 — 2002
Leucadia National Corporation March 2015 - Present
Jefferies October 2014 - March 2015
Deloitte November 2011 - August 2014
BDO USA, LLP July 2010 - December 2011
UHY, LLP September 2008 - July 2010
Smolin, Lupin & Co December 2006 - September 2008
Skills
Accounting, GAAP, Auditing, Financial Services, Financial Statements, Finance, Internal Controls, Due Diligence, Management, Account Reconciliation, Training, Assurance, Private Equity, Financial Audits, Internal Audit
Education
Manhattan College 2002 — 2006
Bachelors, Finance
Hudson Catholic High School 1998 — 2002
Ingrid Yulchevsky's Jefferies Experience September 2014 - Present
Job Business Manager; Financial Sponsors Group at Jefferies
Industry Financial Services
Experience
Jefferies September 2014 - Present
ICAP February 2014 - August 2014
Nomura Securities August 2012 - January 2014
Rubenstein Communications February 2012 - May 2012
LFB Media Group September 2011 - January 2012
Welcome Care Inc December 2008 - June 2011
Ann Lopa Real Estate March 2007 - July 2008
Skills
Microsoft Word, Microsoft Excel, Adobe, Google Docs, PowerPoint, Cision, Sports Systems, Sports, Office Administration, Administrative..., Microsoft Office, Marketing Communications, Outlook, Human Resources, Social Media, Facebook, Social Media Marketing, Social Networking, Payroll, Public Relations
Education
Pace University 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Jefferies September 2014 - Present
ICAP February 2014 - August 2014
Nomura Securities August 2012 - January 2014
Rubenstein Communications February 2012 - May 2012
LFB Media Group September 2011 - January 2012
Welcome Care Inc December 2008 - June 2011
Ann Lopa Real Estate March 2007 - July 2008
Skills
Microsoft Word, Microsoft Excel, Adobe, Google Docs, PowerPoint, Cision, Sports Systems, Sports, Office Administration, Administrative..., Microsoft Office, Marketing Communications, Outlook, Human Resources, Social Media, Facebook, Social Media Marketing, Social Networking, Payroll, Public Relations
Education
Pace University 2008 — 2012
Bachelor of Arts (B.A.), Communication and Media Studies
Alexandra Bruno Alexandra Bruno's Jefferies Experience May 2015 - July 2015
Job Summer Analyst Equity Sales & Trading at Jefferies
Industry
Experience
Jefferies May 2015 - July 2015
BNY Mellon June 2014 - August 2014
Education
Princeton University
Politics
Jefferies May 2015 - July 2015
BNY Mellon June 2014 - August 2014
Education
Princeton University
Politics
Darek Blasiak Darek Blasiak's Jefferies Experience December 2012 - June 2014
Job Senior Data Scientist at The Climate Corporation
Industry Computer Software
Experience
The Climate Corporation December 2014 - Present
640 Labs January 2014 - December 2014
Jefferies December 2012 - June 2014
Sasken (acquired Ingenient Technologies) October 2009 - September 2012
Ingenient Technologies July 2000 - October 2009
Motorola 1992 - 2000
Skills
Digital Signal..., Embedded Systems, Embedded Software, Device Drivers, Firmware, Algorithms, Statistics, Signal Processing, C, C++, Java, Matlab, Python, R, Optimization, Digital Signal..., RTOS, Data Analysis, Data Mining, High Frequency Trading, Equities, Wireless Communications..., Debugging, ARM, Embedded Linux, Wireless, Software Development, Hardware Architecture, Software Engineering, Image Processing, Linux, System Architecture, Software Design, Product Development, Scala, Spark
Education
Illinois Institute of Technology 1992 — 2000
Doctor of Philosophy (Ph.D.), Electrical Engineering, GPA 4.0 / 4.0
University of Illinois at Urbana-Champaign 1988 — 1991
Bachelor's Degree, Electrical Engineering, GPA 4.95 / 5.0
The Climate Corporation December 2014 - Present
640 Labs January 2014 - December 2014
Jefferies December 2012 - June 2014
Sasken (acquired Ingenient Technologies) October 2009 - September 2012
Ingenient Technologies July 2000 - October 2009
Motorola 1992 - 2000
Skills
Digital Signal..., Embedded Systems, Embedded Software, Device Drivers, Firmware, Algorithms, Statistics, Signal Processing, C, C++, Java, Matlab, Python, R, Optimization, Digital Signal..., RTOS, Data Analysis, Data Mining, High Frequency Trading, Equities, Wireless Communications..., Debugging, ARM, Embedded Linux, Wireless, Software Development, Hardware Architecture, Software Engineering, Image Processing, Linux, System Architecture, Software Design, Product Development, Scala, Spark
Education
Illinois Institute of Technology 1992 — 2000
Doctor of Philosophy (Ph.D.), Electrical Engineering, GPA 4.0 / 4.0
University of Illinois at Urbana-Champaign 1988 — 1991
Bachelor's Degree, Electrical Engineering, GPA 4.95 / 5.0
Arcangelo Fiore Arcangelo Fiore's Jefferies Experience AVPJefferies LLCJanuary 2007 - Present
Job AVP at Jefferies LLC
Industry Investment Banking
Experience
Jefferies AVPJefferies LLCJanuary 2007 - Present
Active Energy Traders, Inc. 2004 - 2007
Skills
Euroclear Settlement...
Education
Pace University - Lubin School of Business 1993 — 1997
Bachelor of Science (BS), with concentration in Global Markets, Banking and Financial Support Services
Jefferies AVPJefferies LLCJanuary 2007 - Present
Active Energy Traders, Inc. 2004 - 2007
Skills
Euroclear Settlement...
Education
Pace University - Lubin School of Business 1993 — 1997
Bachelor of Science (BS), with concentration in Global Markets, Banking and Financial Support Services
Geoffrey Orth Geoffrey Orth's Jefferies Experience June 2010 - June 2015
Job AVP Futures at Macquarie Group
Industry Investment Banking
Experience
Macquarie Group June 2015 - Present
Jefferies June 2010 - June 2015
Prudential Bache Commodities, LLC May 2009 - June 2010
Skills
Commodity, Bloomberg, Derivatives, Trading, Financial Markets, Trading Systems, Options, Electronic Trading, Energy, Asset Management, Investments
Education
Fordham University 2013 — 2015
Master of Arts (M.A.), International Political Economy and Development
Fairfield University 2006 — 2010
Bachelor of Arts, Economics
Macquarie Group June 2015 - Present
Jefferies June 2010 - June 2015
Prudential Bache Commodities, LLC May 2009 - June 2010
Skills
Commodity, Bloomberg, Derivatives, Trading, Financial Markets, Trading Systems, Options, Electronic Trading, Energy, Asset Management, Investments
Education
Fordham University 2013 — 2015
Master of Arts (M.A.), International Political Economy and Development
Fairfield University 2006 — 2010
Bachelor of Arts, Economics
Michael Isichenko Michael Isichenko's Jefferies Experience August 2015 - Present
Job SVP at Jefferies
Industry Investment Management
Experience
Jefferies August 2015 - Present
Ergophos LLC July 2011 - Present
Tacticus Capital October 2014 - September 2015
SocGen April 2013 - September 2014
SAC 2004 - June 2012
Caxton Associates/A.R.T. Advisors LLC 1998 - 2004
UC San Diego 1995 - 1998
University of Texas at Austin 1990 - 1995
Russian Research Center "Kurchatov Institute" 1983 - 1990
Skills
Quantitative Investment, Physics and Math, C++, Perl, Linux, Portfolio Management, Start-ups, Physics, Unix, Machine Learning, VBA, Capital Markets, Statistics, Investment Strategies, Mathematical Modeling, Derivatives, Hedge Funds, Equities, Distributed Systems, Monte Carlo Simulation, Quantitative Investing, Trading Systems, Quantitative Finance, Quantitative Analytics
Education
Moscow Institute of Physics and Technology (State University) (MIPT)
Ph.D., Physics and Mathematics
Moscow School 165
Jefferies August 2015 - Present
Ergophos LLC July 2011 - Present
Tacticus Capital October 2014 - September 2015
SocGen April 2013 - September 2014
SAC 2004 - June 2012
Caxton Associates/A.R.T. Advisors LLC 1998 - 2004
UC San Diego 1995 - 1998
University of Texas at Austin 1990 - 1995
Russian Research Center "Kurchatov Institute" 1983 - 1990
Skills
Quantitative Investment, Physics and Math, C++, Perl, Linux, Portfolio Management, Start-ups, Physics, Unix, Machine Learning, VBA, Capital Markets, Statistics, Investment Strategies, Mathematical Modeling, Derivatives, Hedge Funds, Equities, Distributed Systems, Monte Carlo Simulation, Quantitative Investing, Trading Systems, Quantitative Finance, Quantitative Analytics
Education
Moscow Institute of Physics and Technology (State University) (MIPT)
Ph.D., Physics and Mathematics
Moscow School 165
David Olkovetsky, CFA David Olkovetsky, CFA's Jefferies Experience December 2014 - June 2015
Job Research Analyst Focusing on Global Metals & Mining Credits
Industry Financial Services
Experience
CQS July 2015 - Present
Jefferies December 2014 - June 2015
Jefferies LLC February 2014 - December 2014
Jefferies LLC December 2012 - February 2014
Jefferies LLC February 2010 - November 2012
HSBC May 2008 - August 2008
Credit Suisse September 2007 - December 2007
Skills
Financial Modeling, High Yield, Research, Fixed Income, Industry Analysis, Valuation, Investments, Leveraged Finance, Bonds, DCF, Capital Markets, Corporate Finance, Equities
Education
New York University 2005 — 2009
Bachelors, Finance
Academy for Business and Computer Technology 2001 — 2005
HS Diploma, Business Administration and Management, General
Kaplan
CQS July 2015 - Present
Jefferies December 2014 - June 2015
Jefferies LLC February 2014 - December 2014
Jefferies LLC December 2012 - February 2014
Jefferies LLC February 2010 - November 2012
HSBC May 2008 - August 2008
Credit Suisse September 2007 - December 2007
Skills
Financial Modeling, High Yield, Research, Fixed Income, Industry Analysis, Valuation, Investments, Leveraged Finance, Bonds, DCF, Capital Markets, Corporate Finance, Equities
Education
New York University 2005 — 2009
Bachelors, Finance
Academy for Business and Computer Technology 2001 — 2005
HS Diploma, Business Administration and Management, General
Kaplan
John Smit's Jefferies Experience August 2015 - Present
Job Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Morgan Stanley Private Wealth Management August 2011 - August 2015
Verdeja & De Armas January 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Spanish, Microsoft Word, Wealth Management, Uniform Combined State..., Sales
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance, General
Belen
Jefferies August 2015 - Present
Morgan Stanley Private Wealth Management August 2011 - August 2015
Verdeja & De Armas January 2011 - August 2011
Skills
Financial Analysis, Microsoft Excel, Bloomberg, Spanish, Microsoft Word, Wealth Management, Uniform Combined State..., Sales
Education
Florida State University 2007 — 2011
Bachelor's degree, Finance, General
Belen
Joanna Canlas Joanna Canlas's Jefferies Experience 2007 - 2009
Job Senior Project Manager at The Honest Company
Industry Information Technology and Services
Experience
The Honest Company May 2014 - Present
Warby Parker July 2013 - March 2014
appssavvy February 2012 - June 2013
Barnes & Noble June 2011 - February 2012
Barnes & Noble.com February 2010 - June 2011
Barnes & Noble.com 2009 - February 2010
Jefferies 2007 - 2009
BearingPoint 2006 - 2007
Skills
Business Analysis, Project Management, PMO, SDLC, Agile Methodologies, Salesforce.com..., Agile Project Management, Integration, Product Management, Scrum, Cross-functional Team..., Requirements Analysis, Testing, Management, E-commerce, Vendor Management, Leadership, Software Documentation
Education
Teachers College of Columbia University 2007 — 2008
Certificate in Project Management
New York University 2002 — 2006
Bachelor of Arts, Mathematics
The Honest Company May 2014 - Present
Warby Parker July 2013 - March 2014
appssavvy February 2012 - June 2013
Barnes & Noble June 2011 - February 2012
Barnes & Noble.com February 2010 - June 2011
Barnes & Noble.com 2009 - February 2010
Jefferies 2007 - 2009
BearingPoint 2006 - 2007
Skills
Business Analysis, Project Management, PMO, SDLC, Agile Methodologies, Salesforce.com..., Agile Project Management, Integration, Product Management, Scrum, Cross-functional Team..., Requirements Analysis, Testing, Management, E-commerce, Vendor Management, Leadership, Software Documentation
Education
Teachers College of Columbia University 2007 — 2008
Certificate in Project Management
New York University 2002 — 2006
Bachelor of Arts, Mathematics
Yuming Zhao's Jefferies Experience September 2012 - December 2012
Job Risk Modeler | Financial Engineer | Consultant
Industry Financial Services
Experience
Jefferies LLC February 2013 - Present
Momentum Resource Solutions December 2013 - Present
M-Logic February 2013 - December 2013
Jefferies September 2012 - December 2012
Haisheng July 2012 - August 2012
Skills
Market Risk, Equities, R, Data Analysis, Statistics, Derivatives, SQL, SAS, Financial Modeling, Statistical Modeling, Matlab, Programming, Quantitative Analytics, Analytics, VBA, Risk Management, Oracle, Fixed Income, Java, JIRA, Microsoft Excel, Data Mining, Quantitative Research, Monte Carlo Simulation, Valuation, Databases, Time Series Analysis, Test Automation, Python, Fitnesse, Stress Testing, Options, Equity Derivatives, Mathematics, Financial Analysis, Integration Testing, P&L, Unix, Treasury
Education
Stevens Institute of Technology 2011 — 2012
Master of Science (M.S.), Financial Engineering, 3.8
Nankai University 2007 — 2011
Bachelor, Statistics, Math
Jefferies LLC February 2013 - Present
Momentum Resource Solutions December 2013 - Present
M-Logic February 2013 - December 2013
Jefferies September 2012 - December 2012
Haisheng July 2012 - August 2012
Skills
Market Risk, Equities, R, Data Analysis, Statistics, Derivatives, SQL, SAS, Financial Modeling, Statistical Modeling, Matlab, Programming, Quantitative Analytics, Analytics, VBA, Risk Management, Oracle, Fixed Income, Java, JIRA, Microsoft Excel, Data Mining, Quantitative Research, Monte Carlo Simulation, Valuation, Databases, Time Series Analysis, Test Automation, Python, Fitnesse, Stress Testing, Options, Equity Derivatives, Mathematics, Financial Analysis, Integration Testing, P&L, Unix, Treasury
Education
Stevens Institute of Technology 2011 — 2012
Master of Science (M.S.), Financial Engineering, 3.8
Nankai University 2007 — 2011
Bachelor, Statistics, Math
Ray Green Jr Ray Green Jr's Jefferies Experience August 2013 - Present
Job Freelance Graphic Designer
Industry Graphic Design
Experience
Jefferies August 2013 - Present
Shas Graphics May 2013 - Present
RayGreenJr Designs June 2008 - Present
Macy's November 2004 - March 2013
Skills
Microsoft Office, Adobe Illustrator CS5, Adobe Photoshop CS5, Adobe InDesign CS5, Event Photography, Portrait Photography, Organization &..., InDesign, Typography, Photoshop, Editing, Illustrator, Catalogs, Illustration, Graphic Design, Photography, Social Media, Advertising, Creative Direction, Logo Design
Education
Houston Community College 2004 — 2013
Associate of Arts (A.A.), Graphic Design
Jefferies August 2013 - Present
Shas Graphics May 2013 - Present
RayGreenJr Designs June 2008 - Present
Macy's November 2004 - March 2013
Skills
Microsoft Office, Adobe Illustrator CS5, Adobe Photoshop CS5, Adobe InDesign CS5, Event Photography, Portrait Photography, Organization &..., InDesign, Typography, Photoshop, Editing, Illustrator, Catalogs, Illustration, Graphic Design, Photography, Social Media, Advertising, Creative Direction, Logo Design
Education
Houston Community College 2004 — 2013
Associate of Arts (A.A.), Graphic Design
John Naso John Naso's Jefferies Experience January 2015 - Present
Job Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies January 2015 - Present
Caritas Partners LLC July 2013 - January 2015
Valufinder Group May 2011 - July 2013
Skills
Investment Banking, Mergers & Acquisitions, Marketing, Bloomberg, Economics, Equity Research, Mathematica, Financial Modeling, Valuation, Equities, Econometrics, Data Analysis, R, Capital IQ, Quantitative Analytics, Capital Markets, Research, Statistics, Bonds
Education
Lafayette College 2008 — 2012
BA, Economics & Business, Concentration in Finance
Bronxville High School 2004 — 2008
Jefferies January 2015 - Present
Caritas Partners LLC July 2013 - January 2015
Valufinder Group May 2011 - July 2013
Skills
Investment Banking, Mergers & Acquisitions, Marketing, Bloomberg, Economics, Equity Research, Mathematica, Financial Modeling, Valuation, Equities, Econometrics, Data Analysis, R, Capital IQ, Quantitative Analytics, Capital Markets, Research, Statistics, Bonds
Education
Lafayette College 2008 — 2012
BA, Economics & Business, Concentration in Finance
Bronxville High School 2004 — 2008
Andrew Sankhi Andrew Sankhi's Jefferies Experience June 2015 - July 2015
Job Junior Accountant/ Financial Analyst at Jefferies
Industry Accounting
Experience
Jefferies June 2015 - July 2015
KarKim Group LLC October 2013 - May 2015
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Outlook, Accounting, Customer Service, Strategic Planning, Windows, Financial Reporting, Research, Financial Analysis, Financial Accounting, Accounts Payable, Auditing, QuickBooks, Account Reconciliation, Public Speaking
Education
Queens College 2013 — 2015
Bachelor of Accounting and Information Systems, Accounting
Queens College 2007 — 2012
Bachelor of Arts (B.A.), Economics
Jefferies June 2015 - July 2015
KarKim Group LLC October 2013 - May 2015
Skills
Microsoft Excel, Microsoft Word, Microsoft Office, Budgets, PowerPoint, Outlook, Accounting, Customer Service, Strategic Planning, Windows, Financial Reporting, Research, Financial Analysis, Financial Accounting, Accounts Payable, Auditing, QuickBooks, Account Reconciliation, Public Speaking
Education
Queens College 2013 — 2015
Bachelor of Accounting and Information Systems, Accounting
Queens College 2007 — 2012
Bachelor of Arts (B.A.), Economics
Avi Goot's Jefferies Experience May 2015 - August 2015
Job Equity Summer Analyst at Jefferies LLC
Industry Financial Services
Experience
Investment Banking and Capital Markets Workshop April 2014 - Present
Jefferies May 2015 - August 2015
Siemens May 2014 - August 2014
Morgan Stanley July 2014 - July 2014
Indiana University August 2013 - May 2014
Lauth Investigations International Inc May 2013 - August 2013
Residence Halls Association, Indiana University September 2012 - April 2013
Skills
Capital Markets, Economic Research, Microsoft Excel, Research, Leadership, Business Studies, Bloomberg Equities..., Entrepreneurship, Chinese (Mandarin), Program Management, Access, Creative Direction, PowerPoint, Marketing, Finance, Analysis, Teamwork, Time Management
Education
Indiana University 2012 — 2016
Finance, Business, GPA: 3.70
Indiana University Bloomington 2008 — 2016
Bachelor of Science (B.S.), Finance
Investment Banking and Capital Markets Workshop April 2014 - Present
Jefferies May 2015 - August 2015
Siemens May 2014 - August 2014
Morgan Stanley July 2014 - July 2014
Indiana University August 2013 - May 2014
Lauth Investigations International Inc May 2013 - August 2013
Residence Halls Association, Indiana University September 2012 - April 2013
Skills
Capital Markets, Economic Research, Microsoft Excel, Research, Leadership, Business Studies, Bloomberg Equities..., Entrepreneurship, Chinese (Mandarin), Program Management, Access, Creative Direction, PowerPoint, Marketing, Finance, Analysis, Teamwork, Time Management
Education
Indiana University 2012 — 2016
Finance, Business, GPA: 3.70
Indiana University Bloomington 2008 — 2016
Bachelor of Science (B.S.), Finance
Ashok Mathai's Jefferies Experience March 2015 - Present
Job
Industry Law Practice
Experience
Jefferies March 2015 - Present
Citigroup May 2010 - March 2015
UBS Wealth Management August 2007 - May 2010
UBS Wealth Management June 2006 - August 2006
UBS Wealth Management November 2001 - March 2005
Education
Fordham University School of Law 2004 — 2007
J.D.
University at Buffalo 1997 — 2001
B.S., Computer Science
Bronx Science
Bronx Science
Jefferies March 2015 - Present
Citigroup May 2010 - March 2015
UBS Wealth Management August 2007 - May 2010
UBS Wealth Management June 2006 - August 2006
UBS Wealth Management November 2001 - March 2005
Education
Fordham University School of Law 2004 — 2007
J.D.
University at Buffalo 1997 — 2001
B.S., Computer Science
Bronx Science
Bronx Science
Quamrun Rahman's Jefferies Experience October 2006 - March 2009
Job VP at Citi
Industry Information Technology and Services
Experience
Citi March 2009 - Present
Jefferies October 2006 - March 2009
Lava Trading August 2002 - October 2006
Instinet Corporation March 2000 - May 2002
AT&T February 1998 - March 2000
Education
New York Institute of Technology 1999 — 2002
MSS, Computer Science
Dhaka University
BSS, Political Science
Citi March 2009 - Present
Jefferies October 2006 - March 2009
Lava Trading August 2002 - October 2006
Instinet Corporation March 2000 - May 2002
AT&T February 1998 - March 2000
Education
New York Institute of Technology 1999 — 2002
MSS, Computer Science
Dhaka University
BSS, Political Science
Ramsey El-Assal's Jefferies Experience December 2014 - Present
Job Senior Vice President / Analyst at Jefferies & Co.
Industry Financial Services
Experience
Jefferies December 2014 - Present
Jefferies & Co. March 2011 - Present
UBS Investment Bank September 2009 - June 2011
MasterCard Advisors 2006 - September 2009
Coinstar September 2005 - December 2006
Prodigi Prepaid Solutions (sold to Coinstar E-Pay Services) March 2003 - August 2005
Skills
Payments, Financial Modeling, Credit Cards, Financial Services, Mobile Payments, Debit Cards, Financial Analysis, Payment Systems, Valuation, Analytics, Credit Risk, Equity Research
Education
Princeton University 1992 — 2002
MFA, Ph.D., Music History
University of California, Riverside
Bachelor's degree
Jefferies December 2014 - Present
Jefferies & Co. March 2011 - Present
UBS Investment Bank September 2009 - June 2011
MasterCard Advisors 2006 - September 2009
Coinstar September 2005 - December 2006
Prodigi Prepaid Solutions (sold to Coinstar E-Pay Services) March 2003 - August 2005
Skills
Payments, Financial Modeling, Credit Cards, Financial Services, Mobile Payments, Debit Cards, Financial Analysis, Payment Systems, Valuation, Analytics, Credit Risk, Equity Research
Education
Princeton University 1992 — 2002
MFA, Ph.D., Music History
University of California, Riverside
Bachelor's degree
Maxim M. Zhu's Jefferies Experience October 2014 - Present
Job Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies October 2014 - Present
Lazard Frères & Co. February 2013 - August 2014
Boodell & Company Capital Management February 2012 - January 2013
DuPont June 2007 - June 2009
Skills
Data Analysis, Financial Analysis, Statistics, Microsoft Excel, Analysis, Financial Modeling, Research, Microsoft Office, Valuation, Investment Banking, Mergers & Acquisitions, Hedge Funds
Education
Duke University
University of California, Santa Barbara
Jefferies October 2014 - Present
Lazard Frères & Co. February 2013 - August 2014
Boodell & Company Capital Management February 2012 - January 2013
DuPont June 2007 - June 2009
Skills
Data Analysis, Financial Analysis, Statistics, Microsoft Excel, Analysis, Financial Modeling, Research, Microsoft Office, Valuation, Investment Banking, Mergers & Acquisitions, Hedge Funds
Education
Duke University
University of California, Santa Barbara
Timothy Zepp's Jefferies Experience August 2015 - Present
Job Investment Banking Associate at Jefferies
Industry Investment Banking
Experience
Jefferies August 2015 - Present
Psi Upsilon Foundation June 2009 - Present
Ross School of Business August 2013 - May 2015
EY March 2013 - July 2013
Accenture January 2009 - February 2013
General Motors - OnStar August 2008 - October 2008
Skills
Integration, Supply Chain Management, Enterprise Architecture, SAP SRM, Public Procurement, SAP MM, SAP, Business Analysis, Data Analysis, Program Management, SAP IS-Oil, Awesomeness, SAP Procurement
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Strategy
Duke University 2004 — 2008
BSE, Electrical Engineering, Markets and Management Studies
Jefferies August 2015 - Present
Psi Upsilon Foundation June 2009 - Present
Ross School of Business August 2013 - May 2015
EY March 2013 - July 2013
Accenture January 2009 - February 2013
General Motors - OnStar August 2008 - October 2008
Skills
Integration, Supply Chain Management, Enterprise Architecture, SAP SRM, Public Procurement, SAP MM, SAP, Business Analysis, Data Analysis, Program Management, SAP IS-Oil, Awesomeness, SAP Procurement
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Finance & Strategy
Duke University 2004 — 2008
BSE, Electrical Engineering, Markets and Management Studies
gavin filmore's Jefferies Experience August 2014 - Present
Job VP US Head of Equity Derivative Middle Office at Jefferies
Industry Financial Services
Experience
Jefferies August 2014 - Present
Barclays September 2008 - August 2014
Lehman Brothers 2006 - 2008
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Strategy, Investment Banking, Derivatives, Equity Derivatives
Education
Northeastern University 2002 — 2007
Bachelor of Science (BS), Finance
Jefferies August 2014 - Present
Barclays September 2008 - August 2014
Lehman Brothers 2006 - 2008
Skills
Fixed Income, Portfolio Management, Equities, Hedge Funds, Strategy, Investment Banking, Derivatives, Equity Derivatives
Education
Northeastern University 2002 — 2007
Bachelor of Science (BS), Finance
Steven Mattus, CFA's Jefferies Experience 2006 - 2008
Job Private Banking Product Manager at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse July 1993 - Present
Jefferies 2006 - 2008
Donaldson, Lufkin & Jenrette 1993 - 2000
Education
Iona College 1992 — 1994
Master of Business Administration (M.B.A.), Finance
State University of New York College at Geneseo 1988 — 1992
Bachelor's Degree, Economics
Shenendehowa 1984 — 1988
High School
Credit Suisse July 1993 - Present
Jefferies 2006 - 2008
Donaldson, Lufkin & Jenrette 1993 - 2000
Education
Iona College 1992 — 1994
Master of Business Administration (M.B.A.), Finance
State University of New York College at Geneseo 1988 — 1992
Bachelor's Degree, Economics
Shenendehowa 1984 — 1988
High School
Sidhant Dash's Jefferies Experience August 2015 - Present
Job Investment Banking Associate at Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Jefferies LLC June 2014 - August 2014
Morgan Stanley October 2010 - June 2013
Nomura June 2009 - September 2010
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Indian Institute of Technology, Kanpur 2004 — 2009
MSc (Integrated), Mathematics and Scientific Computing
Jefferies August 2015 - Present
Jefferies LLC June 2014 - August 2014
Morgan Stanley October 2010 - June 2013
Nomura June 2009 - September 2010
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Indian Institute of Technology, Kanpur 2004 — 2009
MSc (Integrated), Mathematics and Scientific Computing
Tamaa Patterson's Jefferies Experience March 2011 - Present
Job Fixed Income Municipal
Industry Financial Services
Experience
Jefferies March 2011 - Present
Saxton August 2003 - May 2009
Education
Florida Agricultural and Mechanical University 1989 — 1994
BA, Accounting, Marketing, Economics
Jefferies March 2011 - Present
Saxton August 2003 - May 2009
Education
Florida Agricultural and Mechanical University 1989 — 1994
BA, Accounting, Marketing, Economics
Prateek Jajoo, CFA's Jefferies Experience May 2015 - July 2015
Job Financial Services
Industry Investment Banking
Experience
Jefferies May 2015 - July 2015
Deutsche Bank September 2010 - August 2014
Merrill Lynch October 2008 - October 2010
Skills
Financial Modeling, Equities, Valuation, Equity Research, Bloomberg, Options, Trading, Management, SAS, SQL, Business Strategy, Business Intelligence, Business Development
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Business Analytics
Indian Institute of Technology, Delhi
B.Tech
CFA Institute 2008 — 2014
All 3 Levels of CFA cleared in first attempt
Society of Actuaries: SOA
Certificate, Mathematical Statistics and Probability
National Stock Exchange of India
Certificate, Certificate in Derivatives Markets
Jefferies May 2015 - July 2015
Deutsche Bank September 2010 - August 2014
Merrill Lynch October 2008 - October 2010
Skills
Financial Modeling, Equities, Valuation, Equity Research, Bloomberg, Options, Trading, Management, SAS, SQL, Business Strategy, Business Intelligence, Business Development
Education
Indiana University - Kelley School of Business 2014 — 2016
Master of Business Administration (M.B.A.), Finance and Business Analytics
Indian Institute of Technology, Delhi
B.Tech
CFA Institute 2008 — 2014
All 3 Levels of CFA cleared in first attempt
Society of Actuaries: SOA
Certificate, Mathematical Statistics and Probability
National Stock Exchange of India
Certificate, Certificate in Derivatives Markets
Hutter, Alexander's Jefferies Experience June 2013 - Present
Job Equity Research
Industry Financial Services
Experience
Jefferies June 2013 - Present
Wolfe Trahan & Co. April 2012 - May 2013
Axiom Capital Management September 2011 - August 2012
Gleacher & Company January 2009 - July 2011
Skills
Equity Research, Financial Analysis, Financial Modeling, Series 7, Series 63, Bloomberg, Factset, Thomson One
Education
Loyola University Maryland 2003 — 2007
BBA, Finance
Fairfield Prep
Jefferies June 2013 - Present
Wolfe Trahan & Co. April 2012 - May 2013
Axiom Capital Management September 2011 - August 2012
Gleacher & Company January 2009 - July 2011
Skills
Equity Research, Financial Analysis, Financial Modeling, Series 7, Series 63, Bloomberg, Factset, Thomson One
Education
Loyola University Maryland 2003 — 2007
BBA, Finance
Fairfield Prep
Adam Posnack's Jefferies Experience September 2008 - Present
Job Managing Director Convertible bonds, HY bonds and derivatives
Industry Banking
Experience
jefferies September 2008 - Present
Skills
Hedge Funds, Equities
Education
Princeton University 1985 — 1989
AB, History
jefferies September 2008 - Present
Skills
Hedge Funds, Equities
Education
Princeton University 1985 — 1989
AB, History
Nabin Shrestha's Jefferies Experience August 2014 - Present
Job SVP Corporate Access Origination at Jefferies
Industry Financial Services
Experience
Jefferies August 2014 - Present
Barclays Capital September 2008 - August 2014
Lehman Brothers July 2005 - September 2008
Education
New York University 2001 — 2005
Bachelor of Arts (BA), Economics
Jefferies August 2014 - Present
Barclays Capital September 2008 - August 2014
Lehman Brothers July 2005 - September 2008
Education
New York University 2001 — 2005
Bachelor of Arts (BA), Economics
Brian Stenson's Jefferies Experience 1995 - 2002
Job Operations Specialist at Legent Clearing
Industry Financial Services
Experience
Legent Clearing October 2008 - Present
Jefferies & Company July 2006 - November 2008
UBS Global Asset Management December 2007 - October 2008
NFJ 2003 - 2006
Fimat August 2002 - August 2003
Jefferies 1995 - 2002
Education
Eastern Illinois University 1989 — 1990
Legent Clearing October 2008 - Present
Jefferies & Company July 2006 - November 2008
UBS Global Asset Management December 2007 - October 2008
NFJ 2003 - 2006
Fimat August 2002 - August 2003
Jefferies 1995 - 2002
Education
Eastern Illinois University 1989 — 1990
John Polifrone, CPA's Jefferies Experience April 2014 - Present
Job Internal Audit Associate at Jefferies
Industry Accounting
Experience
Jefferies April 2014 - Present
Paracon Group September 2010 - April 2014
Deloitte & Touche August 2009 - September 2010
Deloitte & Touche September 2008 - September 2009
MetLife May 2007 - August 2007
Skills
Sarbanes-Oxley Act, Internal Controls, CPA, Internal Audit, Financial Analysis, Auditing, US GAAP, Accounting, Financial Reporting
Education
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Accounting
Jefferies April 2014 - Present
Paracon Group September 2010 - April 2014
Deloitte & Touche August 2009 - September 2010
Deloitte & Touche September 2008 - September 2009
MetLife May 2007 - August 2007
Skills
Sarbanes-Oxley Act, Internal Controls, CPA, Internal Audit, Financial Analysis, Auditing, US GAAP, Accounting, Financial Reporting
Education
Lehigh University - College of Business and Economics 2004 — 2008
B.S., Accounting
Aparna Jupally's Jefferies Experience March 2015 - Present
Job Senior Software QA Analyst Financial Domain
Industry Computer Software
Experience
Jefferies March 2015 - Present
Interactive Data March 2014 - January 2015
RBC Capital Markets July 2012 - March 2014
Credit Suisse January 2012 - June 2012
Royal Bank of Canada May 2009 - November 2011
RBC Capital Markets 2009 - May 2009
Chicago Mercantile Exchange May 2007 - December 2008
Tata Consultancy Services October 2006 - December 2006
Intergraph March 2004 - August 2006
Aurora Degree College 2003 - 2004
Skills
Fast Learner, Equities, QTP, Quality Center, Software Quality..., Test Automation, User Acceptance Testing, Test Director, System Testing, Test Cases, Test Planning, VBScript, Quality Assurance, Testing, SDLC, VSS, Agile, JUnit, RDBMS, Unix Shell Scripting, Unix, Oracle SQL, SQL, GUI, Regression Testing, QC, Waterfall, Requirements Analysis, Scrum, Test Strategy, Test Management, Visual Basic, Manual Testing, Defect Tracking, Performance Testing, JIRA, Agile Testing, DB2, Business Requirements, ClearQuest, Oracle, Requirements Gathering, Integration Testing, PL/SQL, Sybase, Shell Scripting, Test Execution, Gap Analysis, Software Development, Functional Testing
Education
Kakatiya University 1999 — 2002
MCA, Computers
Kakatiya University 1996 — 1999
Bachelor's degree, Mathematics and Science
Jefferies March 2015 - Present
Interactive Data March 2014 - January 2015
RBC Capital Markets July 2012 - March 2014
Credit Suisse January 2012 - June 2012
Royal Bank of Canada May 2009 - November 2011
RBC Capital Markets 2009 - May 2009
Chicago Mercantile Exchange May 2007 - December 2008
Tata Consultancy Services October 2006 - December 2006
Intergraph March 2004 - August 2006
Aurora Degree College 2003 - 2004
Skills
Fast Learner, Equities, QTP, Quality Center, Software Quality..., Test Automation, User Acceptance Testing, Test Director, System Testing, Test Cases, Test Planning, VBScript, Quality Assurance, Testing, SDLC, VSS, Agile, JUnit, RDBMS, Unix Shell Scripting, Unix, Oracle SQL, SQL, GUI, Regression Testing, QC, Waterfall, Requirements Analysis, Scrum, Test Strategy, Test Management, Visual Basic, Manual Testing, Defect Tracking, Performance Testing, JIRA, Agile Testing, DB2, Business Requirements, ClearQuest, Oracle, Requirements Gathering, Integration Testing, PL/SQL, Sybase, Shell Scripting, Test Execution, Gap Analysis, Software Development, Functional Testing
Education
Kakatiya University 1999 — 2002
MCA, Computers
Kakatiya University 1996 — 1999
Bachelor's degree, Mathematics and Science
Rachel Brewster, CAIA's Jefferies Experience August 2015 - Present
Job Senior Vice President, Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Bank of America Merrill Lynch September 2013 - August 2015
Man Investments July 2012 - September 2013
J&W Seligman August 2009 - July 2012
Morgan Stanley October 2006 - November 2008
Crosslink Capital April 2005 - October 2006
Piper Jaffray August 2003 - April 2005
Banc of America Securities June 1999 - August 2003
Lehman Brothers April 1997 - May 1999
Bernstein Global Wealth Management 1995 - 1997
Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Asset Management, Fundraising, Equities, Asset Allocation, Investment Management, Start-ups, Fixed Income, Fund Of Funds, Series 7, Investment Strategies, Private Equity
Education
Pepperdine University 1991 — 1995
BS, Business Administration
Flathead High School
Jefferies August 2015 - Present
Bank of America Merrill Lynch September 2013 - August 2015
Man Investments July 2012 - September 2013
J&W Seligman August 2009 - July 2012
Morgan Stanley October 2006 - November 2008
Crosslink Capital April 2005 - October 2006
Piper Jaffray August 2003 - April 2005
Banc of America Securities June 1999 - August 2003
Lehman Brothers April 1997 - May 1999
Bernstein Global Wealth Management 1995 - 1997
Skills
Hedge Funds, Investor Relations, Investments, Alternative Investments, Asset Management, Fundraising, Equities, Asset Allocation, Investment Management, Start-ups, Fixed Income, Fund Of Funds, Series 7, Investment Strategies, Private Equity
Education
Pepperdine University 1991 — 1995
BS, Business Administration
Flathead High School
Amy Guan's Jefferies Experience March 2015 - Present
Job Equity Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies March 2015 - Present
IMS Consulting Group July 2012 - Present
Wyss Institute for Biologically Inspired Engineering January 2010 - May 2012
Harvard University Department of Chemistry and Chemical Biology October 2009 - September 2011
National High Magnetic Field Laboratory June 2007 - May 2008
Skills
Stata, LaTeX, Matlab, Mathematica, Vector Cloning, Cell Culture, PCR, Western Blotting, Protein Purification, Electron Microscopy, Confocal Microscopy, DNA, Biochemistry, Science, Statistics, Microscopy, Bioinformatics
Education
Harvard University 2008 — 2012
A.B., Molecular and Cellular Biology
Lincoln High School 2004 — 2008
Jefferies March 2015 - Present
IMS Consulting Group July 2012 - Present
Wyss Institute for Biologically Inspired Engineering January 2010 - May 2012
Harvard University Department of Chemistry and Chemical Biology October 2009 - September 2011
National High Magnetic Field Laboratory June 2007 - May 2008
Skills
Stata, LaTeX, Matlab, Mathematica, Vector Cloning, Cell Culture, PCR, Western Blotting, Protein Purification, Electron Microscopy, Confocal Microscopy, DNA, Biochemistry, Science, Statistics, Microscopy, Bioinformatics
Education
Harvard University 2008 — 2012
A.B., Molecular and Cellular Biology
Lincoln High School 2004 — 2008
Stephen Longo's Jefferies Experience June 2014 - Present
Job Senior Vice President at Jefferies
Industry Financial Services
Experience
Jefferies June 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Credit Suisse June 2006 - July 2012
Skills
Equities, Equity Derivatives, Derivatives, Structured Products, Volatility Arbitrage, ETFs, Index Options, Stock Option, Electronic Trading, Equity Trading, Credit Derivatives, Options, Investment Banking, Trading Systems
Education
Harvard University 2002 — 2006
Economics
Jefferies June 2014 - Present
Bank of America Merrill Lynch July 2012 - June 2014
Credit Suisse June 2006 - July 2012
Skills
Equities, Equity Derivatives, Derivatives, Structured Products, Volatility Arbitrage, ETFs, Index Options, Stock Option, Electronic Trading, Equity Trading, Credit Derivatives, Options, Investment Banking, Trading Systems
Education
Harvard University 2002 — 2006
Economics
Chris Buencamino's Jefferies Experience November 2008 - Present
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies November 2008 - Present
Morgan Stanley Investment Management 2008 - 2009
Education
Pace University 1990 — 1992
N/A, N/A
Jefferies November 2008 - Present
Morgan Stanley Investment Management 2008 - 2009
Education
Pace University 1990 — 1992
N/A, N/A
Stephen Gavalas's Jefferies Experience December 2014 - Present
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies December 2014 - Present
Jefferies & Company August 2011 - December 2014
SCHERING-PLOUGH CORPORATION July 2005 - July 2009
Skills
Financial Modeling, Strategy, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Data Analysis, Cross-functional Team..., Project Management, Strategic Planning, Competitive Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master, Business Administration
University of Pennsylvania 2001 — 2005
Bachelor of Arts, Chemistry
Jefferies December 2014 - Present
Jefferies & Company August 2011 - December 2014
SCHERING-PLOUGH CORPORATION July 2005 - July 2009
Skills
Financial Modeling, Strategy, Financial Analysis, Valuation, Due Diligence, Corporate Finance, Data Analysis, Cross-functional Team..., Project Management, Strategic Planning, Competitive Analysis
Education
Georgetown University - The McDonough School of Business 2009 — 2011
Master, Business Administration
University of Pennsylvania 2001 — 2005
Bachelor of Arts, Chemistry
Jonathan Silver's Jefferies Experience August 2013 - Present
Job Managing Director at Jefferies
Industry Financial Services
Experience
Jefferies August 2013 - Present
Morgan Stanley August 2008 - July 2013
Fried Frank 2005 - 2008
Cadwalader, Wickersham & Taft LLP 2003 - 2005
Skills
Cross-border..., International Tax, Mergers, Private Equity, Tax Law, Due Diligence, Derivatives
Education
Georgetown University Law Center 2000 — 2003
JD
University of Arizona
BS, Finance
Jefferies August 2013 - Present
Morgan Stanley August 2008 - July 2013
Fried Frank 2005 - 2008
Cadwalader, Wickersham & Taft LLP 2003 - 2005
Skills
Cross-border..., International Tax, Mergers, Private Equity, Tax Law, Due Diligence, Derivatives
Education
Georgetown University Law Center 2000 — 2003
JD
University of Arizona
BS, Finance
Jane Muccini's Jefferies Experience April 2013 - August 2014
Job AVP Business Analyst
Industry Financial Services
Experience
BNP Paribas September 2014 - Present
Jefferies April 2013 - August 2014
Financial Industry Technical Services, Inc. (FITS-Inc.) January 2012 - March 2013
Financial Industry Technical Services, Inc. (FITS-Inc.) July 2009 - December 2011
Financial Industry Technical Services, Inc. (FITS-Inc.) May 2007 - May 2009
Fidelity Investments May 2006 - May 2007
KEANE May 2004 - August 2005
SunGard Financial Systems January 1999 - March 2004
Skills
Banking, Business Analysis, Requirements Analysis, Business Process, SDLC, Testing, Equities, Business Process..., Software Quality..., Change Management, Management Consulting, Risk Management, Process Improvement, Project Management, Business Strategy, Business Intelligence, System Testing, Quality Assurance, Software Documentation, Analysis, Financial Services
Education
Hesser College 2002 — 2006
Associate's degree, Business Administration and Management, General
BNP Paribas September 2014 - Present
Jefferies April 2013 - August 2014
Financial Industry Technical Services, Inc. (FITS-Inc.) January 2012 - March 2013
Financial Industry Technical Services, Inc. (FITS-Inc.) July 2009 - December 2011
Financial Industry Technical Services, Inc. (FITS-Inc.) May 2007 - May 2009
Fidelity Investments May 2006 - May 2007
KEANE May 2004 - August 2005
SunGard Financial Systems January 1999 - March 2004
Skills
Banking, Business Analysis, Requirements Analysis, Business Process, SDLC, Testing, Equities, Business Process..., Software Quality..., Change Management, Management Consulting, Risk Management, Process Improvement, Project Management, Business Strategy, Business Intelligence, System Testing, Quality Assurance, Software Documentation, Analysis, Financial Services
Education
Hesser College 2002 — 2006
Associate's degree, Business Administration and Management, General
Peter Scott's Jefferies Experience October 2003 - Present
Job Managing Director Americas Head of Industrials Jefferies LLC
Industry Investment Banking
Experience
Jefferies October 2003 - Present
Morgan Stanley August 1997 - September 2003
Salomon Brothers June 1993 - August 1997
Education
University of Chicago 1991 — 1993
MBA, 1993
Lehigh University 1983 — 1988
BA English Literature - 1987 / BS Industrial Engineering - 1988
University of London - Westfield College 1986 — 1986
Jefferies October 2003 - Present
Morgan Stanley August 1997 - September 2003
Salomon Brothers June 1993 - August 1997
Education
University of Chicago 1991 — 1993
MBA, 1993
Lehigh University 1983 — 1988
BA English Literature - 1987 / BS Industrial Engineering - 1988
University of London - Westfield College 1986 — 1986
Rowan Morris's Jefferies Experience July 2014 - Present
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies July 2014 - Present
Gaggyl.com December 2012 - Present
Goldman Sachs April 2010 - December 2012
Barclays Capital September 2008 - April 2010
Lehman Brothers July 2007 - August 2007
Skills
Capital Markets, Leadership, Bloomberg, Fixed Income, Investment Banking, Valuation, Equities, Financial Modeling, Hedge Funds, Emerging Markets, Alternative Investments, Private Equity, Finance, Due Diligence, Investments
Education
Middlebury College 2004 — 2008
Bachelor's degree, Economics
The Hotchkiss School 2001 — 2004
Jefferies July 2014 - Present
Gaggyl.com December 2012 - Present
Goldman Sachs April 2010 - December 2012
Barclays Capital September 2008 - April 2010
Lehman Brothers July 2007 - August 2007
Skills
Capital Markets, Leadership, Bloomberg, Fixed Income, Investment Banking, Valuation, Equities, Financial Modeling, Hedge Funds, Emerging Markets, Alternative Investments, Private Equity, Finance, Due Diligence, Investments
Education
Middlebury College 2004 — 2008
Bachelor's degree, Economics
The Hotchkiss School 2001 — 2004
Christopher Hanley, CFA's Jefferies Experience June 2015 - Present
Job Consumer Products/Retail Investment Banking at Jefferies
Industry Management Consulting
Experience
Jefferies June 2015 - Present
Wedbush Securities July 2012 - May 2015
Duff & Phelps August 2010 - July 2012
Deloitte & Touche September 2008 - August 2010
Education
Providence College 2004 — 2008
Bachelor of Science, Accounting, Finance
Chaminade 2000 — 2004
High School
Jefferies June 2015 - Present
Wedbush Securities July 2012 - May 2015
Duff & Phelps August 2010 - July 2012
Deloitte & Touche September 2008 - August 2010
Education
Providence College 2004 — 2008
Bachelor of Science, Accounting, Finance
Chaminade 2000 — 2004
High School
Grace Kingdon's Jefferies Experience 2011 - 2014
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. July 2015 - Present
Jefferies 2011 - 2014
Jefferies 2008 - 2011
Skills
Investment Banking
Education
McIntire School of Commerce 2004 — 2008
Accounting and Finance
University of Virginia 2004 — 2008
Bachelor of Science (B.S.), Business/Commerce, General
Harris Williams & Co. July 2015 - Present
Jefferies 2011 - 2014
Jefferies 2008 - 2011
Skills
Investment Banking
Education
McIntire School of Commerce 2004 — 2008
Accounting and Finance
University of Virginia 2004 — 2008
Bachelor of Science (B.S.), Business/Commerce, General
Jessica Schenendorf's Jefferies Experience March 2015 - Present
Job TMT EQ Sales Origination
Industry Banking
Experience
Jefferies March 2015 - Present
Barclays Investment Bank March 2013 - March 2015
Vertical Research Partners July 2012 - March 2013
Goldman Sachs May 2010 - July 2012
Skills
Finance, Financial Modeling, Financial Statement..., Financial Analysis, Corporate Finance, Bloomberg, Equity Research, Equities, Asset Management, Fixed Income, Analysis, Internal Controls, Investments, Strategy, Valuation
Education
Marymount Manhattan College 2007 — 2011
Bachelor of Science, Accounting
Holy Trinity Diocesan High School 2004 — 2007
Jefferies March 2015 - Present
Barclays Investment Bank March 2013 - March 2015
Vertical Research Partners July 2012 - March 2013
Goldman Sachs May 2010 - July 2012
Skills
Finance, Financial Modeling, Financial Statement..., Financial Analysis, Corporate Finance, Bloomberg, Equity Research, Equities, Asset Management, Fixed Income, Analysis, Internal Controls, Investments, Strategy, Valuation
Education
Marymount Manhattan College 2007 — 2011
Bachelor of Science, Accounting
Holy Trinity Diocesan High School 2004 — 2007
Ina Kim's Jefferies Experience May 2015 - Present
Job Senior Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies May 2015 - Present
Jefferies & Company March 2013 - May 2015
BlackRock July 2008 - February 2013
Barclays Global Investors July 2007 - July 2008
Northern Trust August 2006 - July 2007
Northern Trust July 2005 - July 2006
Skills
Equities, Asset Management, Fixed Income, Securities, Investments, Securities Lending, Equity Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Management, Series 7, Bloomberg, Alternative Investments, Derivatives
Education
Northwestern University 2001 — 2005
BS
Tsinghua University 2004 — 2004
Jefferies May 2015 - Present
Jefferies & Company March 2013 - May 2015
BlackRock July 2008 - February 2013
Barclays Global Investors July 2007 - July 2008
Northern Trust August 2006 - July 2007
Northern Trust July 2005 - July 2006
Skills
Equities, Asset Management, Fixed Income, Securities, Investments, Securities Lending, Equity Derivatives, Portfolio Management, Hedge Funds, Capital Markets, Management, Series 7, Bloomberg, Alternative Investments, Derivatives
Education
Northwestern University 2001 — 2005
BS
Tsinghua University 2004 — 2004
Juwon Lee's Jefferies Experience August 2015 - Present
Job Associate, Investment Banking at Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Jefferies LLC June 2014 - August 2014
Samsung Techwin August 2009 - August 2013
Ministry of National Defense September 2005 - December 2008
Skills
Corporate Finance, Investor Relations, Investment Valuation, International..., Mergers & Acquisitions, Financial Modeling, Investment Banking
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor of Science in Business Administration, Real Estate, Finance, 3.6/4.0
Jefferies August 2015 - Present
Jefferies LLC June 2014 - August 2014
Samsung Techwin August 2009 - August 2013
Ministry of National Defense September 2005 - December 2008
Skills
Corporate Finance, Investor Relations, Investment Valuation, International..., Mergers & Acquisitions, Financial Modeling, Investment Banking
Education
Northwestern University - Kellogg School of Management 2013 — 2015
Master of Business Administration (MBA), Finance
The Ohio State University - The Max M. Fisher College of Business 2001 — 2005
Bachelor of Science in Business Administration, Real Estate, Finance, 3.6/4.0
Dimitri Rassias's Jefferies Experience April 2011 - June 2015
Job Senior Consultant at Deloitte
Industry Investment Management
Experience
Deloitte July 2015 - Present
Jefferies April 2011 - June 2015
Societe Generale August 2009 - April 2011
AIG May 2008 - August 2009
Keyence June 2006 - April 2008
Skills
Financial Modeling, Financial Analysis, Investments, Finance, Process Improvement, Series 7, Equities, Financial Risk, Fixed Income, Portfolio Management, Valuation, Management, Risk Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance/Economics/Strategy
Penn State University 2001 — 2005
B.S., Marketing
Deloitte July 2015 - Present
Jefferies April 2011 - June 2015
Societe Generale August 2009 - April 2011
AIG May 2008 - August 2009
Keyence June 2006 - April 2008
Skills
Financial Modeling, Financial Analysis, Investments, Finance, Process Improvement, Series 7, Equities, Financial Risk, Fixed Income, Portfolio Management, Valuation, Management, Risk Management
Education
New York University - Leonard N. Stern School of Business 2010 — 2013
MBA, Finance/Economics/Strategy
Penn State University 2001 — 2005
B.S., Marketing
Christen Chen's Jefferies Experience July 2015 - Present
Job Sr. Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies LLC July 2015 - Present
Jefferies July 2015 - Present
US Treasury May 2013 - August 2013
Bank of America Merrill Lynch- Private Bank August 2007 - May 2013
Peachtree Equity Partners April 2007 - July 2007
Skills
Financial Modeling
Education
Emory University - Goizueta Business School 2003 — 2006
Bachelor, Business Administration; Finance and DIA (Decision/Information Analysis
University of California, Berkeley, Haas School of Business
Jefferies LLC July 2015 - Present
Jefferies July 2015 - Present
US Treasury May 2013 - August 2013
Bank of America Merrill Lynch- Private Bank August 2007 - May 2013
Peachtree Equity Partners April 2007 - July 2007
Skills
Financial Modeling
Education
Emory University - Goizueta Business School 2003 — 2006
Bachelor, Business Administration; Finance and DIA (Decision/Information Analysis
University of California, Berkeley, Haas School of Business
Leigh Choueke's Jefferies Experience 1996 - 2004
Job SAHM
Industry Education Management
Experience
Chapters Product Development ManagerAllegro MfgMarch 2005 - January 2008
Jefferies 1996 - 2004
Skills
Microsoft Office, Customer Service, Microsoft Excel, Social Media, Event Management, Research, Public Speaking, Social Media Marketing, Project Management, Microsoft Word, Editing, PowerPoint, Event Planning, Fundraising, Outlook, Adobe Creative Suite, Creative Writing, Team Building, Strategic Planning, Data Entry, Photoshop
Education
Mount St. Mary's College 2001 — 2003
Bachelor's Degree, Business Administration and Management, General
University of Southern California 1994 — 1996
Biology/Biological Sciences, General
Chapters Product Development ManagerAllegro MfgMarch 2005 - January 2008
Jefferies 1996 - 2004
Skills
Microsoft Office, Customer Service, Microsoft Excel, Social Media, Event Management, Research, Public Speaking, Social Media Marketing, Project Management, Microsoft Word, Editing, PowerPoint, Event Planning, Fundraising, Outlook, Adobe Creative Suite, Creative Writing, Team Building, Strategic Planning, Data Entry, Photoshop
Education
Mount St. Mary's College 2001 — 2003
Bachelor's Degree, Business Administration and Management, General
University of Southern California 1994 — 1996
Biology/Biological Sciences, General
David W. Morris's Jefferies Experience January 2014 - August 2014
Job AML/Compliance Analyst
Industry Financial Services
Experience
Oppenheimer & Company (Consultant) February 2015 - April 2015
Jefferies January 2014 - August 2014
Brown Brothers Harriman July 2013 - October 2013
Lloyds Bank November 2012 - February 2013
TD Bank June 2011 - October 2012
Repex and Company January 2009 - February 2010
Royal Alliance Associates April 2006 - May 2007
JPMorgan Chase January 2005 - December 2005
Gilford Securities, Inc January 1999 - January 2004
NASD Regulation, Inc January 1997 - January 1999
Skills
Anti Money Laundering, Securities, Banking, Financial Risk, Financial Services, Equities, Management, Investments, KYC, Due Diligence, Bank Secrecy Act, AML, Training, Finance, Analysis, Fixed Income, Trading, Options, Quality Assurance, Risk Management, Policy, Investment Banking, Private Banking, Bloomberg, Mutual Funds, Asset Management
Education
Fairleigh Dickinson University
BS, Business Management
Oppenheimer & Company (Consultant) February 2015 - April 2015
Jefferies January 2014 - August 2014
Brown Brothers Harriman July 2013 - October 2013
Lloyds Bank November 2012 - February 2013
TD Bank June 2011 - October 2012
Repex and Company January 2009 - February 2010
Royal Alliance Associates April 2006 - May 2007
JPMorgan Chase January 2005 - December 2005
Gilford Securities, Inc January 1999 - January 2004
NASD Regulation, Inc January 1997 - January 1999
Skills
Anti Money Laundering, Securities, Banking, Financial Risk, Financial Services, Equities, Management, Investments, KYC, Due Diligence, Bank Secrecy Act, AML, Training, Finance, Analysis, Fixed Income, Trading, Options, Quality Assurance, Risk Management, Policy, Investment Banking, Private Banking, Bloomberg, Mutual Funds, Asset Management
Education
Fairleigh Dickinson University
BS, Business Management
Helen Collier's Jefferies Experience April 2005 - June 2007
Job Chief of Staff to the President & CEO at Assurant
Industry Entertainment
Experience
Assurant August 2015 - Present
Kamsky Associates January 2015 - May 2015
EXL June 2007 - August 2014
Jefferies April 2005 - June 2007
Nurun January 2000 - January 2003
Center for Cognition 1996 - 1999
Skills
MS Office, Outlook,..., Executive..., Executive Calendar..., Travel Planning, Digital Photography, Video Production, Event Planning, Human Resources, Microsoft Excel, Microsoft Office, Recruiting, Training, Vendor Management, PowerPoint, Business Development, Administration
Education
Katharine Gibbs School 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Digital Film and Multimedia
Assurant August 2015 - Present
Kamsky Associates January 2015 - May 2015
EXL June 2007 - August 2014
Jefferies April 2005 - June 2007
Nurun January 2000 - January 2003
Center for Cognition 1996 - 1999
Skills
MS Office, Outlook,..., Executive..., Executive Calendar..., Travel Planning, Digital Photography, Video Production, Event Planning, Human Resources, Microsoft Excel, Microsoft Office, Recruiting, Training, Vendor Management, PowerPoint, Business Development, Administration
Education
Katharine Gibbs School 2003 — 2005
Associate of Arts and Sciences (A.A.S.), Digital Film and Multimedia
Timothy Grabis's Jefferies Experience July 2015 - Present
Job Equity Trading at Jefferies & Company
Industry Financial Services
Experience
Jefferies July 2015 - Present
Dropping the Puck on Cancer May 2014 - May 2015
Jefferies & Company May 2014 - August 2014
Knall-Cohen Fund August 2013 - February 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Access, Teamwork, Data Analysis, Research, Equities
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, Junior
Bernards High School 2007 — 2011
Jefferies July 2015 - Present
Dropping the Puck on Cancer May 2014 - May 2015
Jefferies & Company May 2014 - August 2014
Knall-Cohen Fund August 2013 - February 2014
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Public Speaking, Access, Teamwork, Data Analysis, Research, Equities
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor of Science (B.S.), Finance, Junior
Bernards High School 2007 — 2011
J.R. Young's Jefferies Experience August 2010 - Present
Job Senior Vice President at Jefferies Finance LLC
Industry Investment Banking
Experience
Jefferies August 2010 - Present
Banco Santander May 2008 - August 2010
Home Essentials & Beyond March 2003 - May 2008
Wells Fargo July 2002 - March 2003
Skills
Portfolio Management, Capital Markets, Fixed Income, Credit Analysis, Financial Analysis, Corporate Finance, Credit Risk, Bloomberg, Commercial Lending, Securities, Banking, Finance, Financial Modeling, Risk Management, Investment Banking, Valuation
Education
Montclair State University 2004 — 2007
Master of Business Administration (MBA), Finance, General
Miami University 1998 — 2002
Bachelor of Science (BS), Accounting and Finance
Jefferies August 2010 - Present
Banco Santander May 2008 - August 2010
Home Essentials & Beyond March 2003 - May 2008
Wells Fargo July 2002 - March 2003
Skills
Portfolio Management, Capital Markets, Fixed Income, Credit Analysis, Financial Analysis, Corporate Finance, Credit Risk, Bloomberg, Commercial Lending, Securities, Banking, Finance, Financial Modeling, Risk Management, Investment Banking, Valuation
Education
Montclair State University 2004 — 2007
Master of Business Administration (MBA), Finance, General
Miami University 1998 — 2002
Bachelor of Science (BS), Accounting and Finance
jon sack's Jefferies Experience July 2013 - Present
Job Convertible Bond Trader at Jefferies
Industry Financial Services
Experience
Jefferies July 2013 - Present
Education
Emory University 1993 — 1997
Bachelor of Business Administration (BBA)
Jefferies July 2013 - Present
Education
Emory University 1993 — 1997
Bachelor of Business Administration (BBA)
Lawrence Molnar's Jefferies Experience August 2001 - November 2007
Job
Industry Financial Services
Experience
Jefferies August 2001 - November 2007
Citigroup October 1994 - August 2001
Jefferies October 1982 - October 1994
Skills
Equities, Trading, Institutional..., Hedge Funds, Mutual Funds, Retirement, Investments, Securities, Capital Markets, Derivatives
Education
Ferris State University 1976 — 1981
Bachelor’s Degree, Finance, General
Jefferies August 2001 - November 2007
Citigroup October 1994 - August 2001
Jefferies October 1982 - October 1994
Skills
Equities, Trading, Institutional..., Hedge Funds, Mutual Funds, Retirement, Investments, Securities, Capital Markets, Derivatives
Education
Ferris State University 1976 — 1981
Bachelor’s Degree, Finance, General
Alexandre Picquot's Jefferies Experience September 2014 - Present
Job PM at Jefferies Strategic Investments
Industry Banking
Experience
Jefferies September 2014 - Present
Societe Generale April 1998 - August 2014
Education
École Supérieure d'Électricité / Supelec 1995 — 1998
Master of Science (MS), Telecommunications Engineering
Jefferies September 2014 - Present
Societe Generale April 1998 - August 2014
Education
École Supérieure d'Électricité / Supelec 1995 — 1998
Master of Science (MS), Telecommunications Engineering
Barry Goldfarb's Jefferies Experience March 1981 - May 1986
Job
Industry Translation and Localization
Experience
USAF February 1979 - Present
Morgan Stanley March 2002 - February 2004
Morgan Stanley April 1999 - February 2002
Jefferies March 1981 - May 1986
Bateman Eichler & Co July 1974 - June 1976
Paine Webber December 1967 - June 1974
Skills
Microsoft Office, Financial Reporting, Microsoft Excel, Microsoft Word, Financial Analysis, Internal Audit, Stock Management, Accounting, Corporate Finance, Account Reconciliation, Management, Leadership, Process Improvement, Risk Management, Finance, Banking, Program Management
Education
Yavapai College 2005 — 2008
Still studying for certifcation, Medical Billing & Coding
Pierce College 1975 — 1978
Associate of Arts (AA), Accounting and Finance
USAF February 1979 - Present
Morgan Stanley March 2002 - February 2004
Morgan Stanley April 1999 - February 2002
Jefferies March 1981 - May 1986
Bateman Eichler & Co July 1974 - June 1976
Paine Webber December 1967 - June 1974
Skills
Microsoft Office, Financial Reporting, Microsoft Excel, Microsoft Word, Financial Analysis, Internal Audit, Stock Management, Accounting, Corporate Finance, Account Reconciliation, Management, Leadership, Process Improvement, Risk Management, Finance, Banking, Program Management
Education
Yavapai College 2005 — 2008
Still studying for certifcation, Medical Billing & Coding
Pierce College 1975 — 1978
Associate of Arts (AA), Accounting and Finance
Keith Yoo's Jefferies Experience March 2011 - Present
Job Consultant at Jefferies
Industry Information Technology and Services
Experience
Jefferies March 2011 - Present
BNY Mellon June 1985 - August 2009
Skills
Data Analytics, IT Management, Data Analysis, Data Mining, Microsoft Office, eGRC, Information Technology, System Administration, Business Analysis, Project Management, Management, Process Improvement, Business Process, SDLC, Business Process..., Management Consulting, Risk Management, Analysis
Education
Pace University-Pleasantville/Briarcliff Campus 1987 — 1990
Master's degree, Computer Science
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Jefferies March 2011 - Present
BNY Mellon June 1985 - August 2009
Skills
Data Analytics, IT Management, Data Analysis, Data Mining, Microsoft Office, eGRC, Information Technology, System Administration, Business Analysis, Project Management, Management, Process Improvement, Business Process, SDLC, Business Process..., Management Consulting, Risk Management, Analysis
Education
Pace University-Pleasantville/Briarcliff Campus 1987 — 1990
Master's degree, Computer Science
Syracuse University 1980 — 1984
Bachelor of Arts (B.A.), Economics
Alfonso Domingo Jr.'s Jefferies Experience 2012 - 2015
Job Information Technology (IT) Consultant
Industry Investment Banking
Experience
Jefferies 2012 - 2015
Prudential Financial 2005 - 2012
Prudential Financial 2000 - 2004
Citibank, N.A. Regional Card Center January 1996 - February 2000
STA - Sarte Teodoro and Associates May 1993 - December 1995
Education
Mapua Institute of Technology
Bachelor’s Degree, Computer Engineering
Jefferies 2012 - 2015
Prudential Financial 2005 - 2012
Prudential Financial 2000 - 2004
Citibank, N.A. Regional Card Center January 1996 - February 2000
STA - Sarte Teodoro and Associates May 1993 - December 1995
Education
Mapua Institute of Technology
Bachelor’s Degree, Computer Engineering
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS