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,
Jefferies List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Jefferies. You can filter them based on skills, years of employment, job, education, department, and prior employment.
Jefferies Salaries. You can even request information on how much does Jefferies pay if you want to. Learn about salaries, pros and cons of working for Jefferies directly from the past employees.
Find People by Employers You can rekindle an old relationship, reconnect with a long-lost friend, former boss, business acquaintance who might be useful in your new line of work. With our employee database, the possibilities are endless. All you have to do is type in a couple of keywords and we'll bring you the exact information you wanted!
493 Jefferies employees in database. Find out everything there's to know about Jefferies employees. We offer you a great deal of unbiased information from the internal database, personal records, and many other details that might be of interest to you.
Jefferies Employees
Jefferies July 2014 - Present
Jefferies May 2013 - August 2013
Kayne Anderson Capital Advisors June 2012 - August 2012
Stanford University July 2010 - September 2011
Skills
Microsoft Office, Bloomberg, Capital IQ, CSS, Basic HTML, Financial Modeling
Education
Stanford University 2010 — 2014
Bachelor of Arts (BA), Science, Technology and Society (Work and Organizations)
Harvard-Westlake 2006 — 2010
Jefferies July 2015 - Present
Stanford Graduate School of Business July 2014 - June 2015
Goldman Sachs July 2011 - June 2014
US Army August 2010 - July 2011
US Army October 2009 - August 2010
US Army January 2009 - October 2009
US Army May 2006 - January 2009
Skills
Leadership, Management, Finance, Army, Financial Analysis, Information Security, Investments, Trading, Change Management, Financial Modeling, Program Management, Vendor Management, Networking, Command, DoD, Risk Assessment, Logistics, Operational Planning, Military Operations, Telecommunications, Government, Business Continuity, Stock Market Analysis, Data Analysis, Trading Systems, Research, Business Intelligence, Trading Surveillance, Matlab, Risk Management, Team Building, Microsoft SQL Server, SQL
Education
Stanford University Graduate School of Business 2014 — 2015
Master's Degree, Sloan Fellow, Stanford MSx Program
United States Military Academy at West Point 2002 — 2006
Bachelor's Degree, Electrical Engineering
Jefferies 2015 - Present
Jefferies LLC June 2014 - August 2014
Northern Trust June 2013 - August 2013
McDonald's Corporation May 2012 - July 2012
Skills
Entrepreneurship, Social Media Marketing, Marketing Strategy, Strategy, Social Networking, Financial Modeling, Strategic Planning, Market Research, Microsoft Excel, Microsoft Word, PowerPoint, Leadership, Corporate Finance, Financial Analysis, Microsoft Office, Investment Banking
Education
University of Illinois at Urbana-Champaign - College of Business
Bachelor’s Degree, Finance, 3.7
Jefferies June 2015 - Present
McCombs School of Business August 2013 - December 2014
Jefferies LLC May 2014 - August 2014
McCombs School of Business August 2013 - January 2014
Clarkson Capital Markets June 2013 - August 2013
Fulcrum Capital January 2013 - May 2013
Skills
Microsoft Office, Valuation, Capital IQ, Bloomberg, Data Analysis, SAS, @Risk, StatTools, Factset, Public Speaking
Education
The University of Texas at Austin - The Red McCombs School of Business 2010 — 2014
Bachelor of Business Administration (B.B.A.), Business Honors Program, Quantitative Finance
Jefferies May 2011 - Present
Continental Airlines June 2009 - May 2011
Continental Airlines May 2008 - August 2008
Skills
Equities, Bloomberg, Financial Analysis, Financial Modeling, Financial Reporting, Forecasting, Equity Research, Equity Research Analysis, ThomsonOne, NPV, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint
Education
Tulane University - A.B. Freeman School of Business 2007 — 2009
MBA, Finance, Energy Finance Specialization
Spring Hill College 2003 — 2007
BSM, Finance/Economics
Faith Christian Academy
McKenzie Building Inc January 2009 - Present
Jefferies January 1985 - April 2006
Skills
Management, Budgets, Leadership, Operations Management, Strategic Planning, Negotiation, Sales, New Business Development, Financial Analysis, Customer Service, Investments, Microsoft Office, Sales Management
Education
Texas Tech University 1973 — 1977
BBA, Finance
Morgan Stanley September 2014 - Present
Jefferies July 2012 - September 2014
UT Austin August 2007 - December 2011
Skills
Financial Modeling, Financial Analysis, Capital IQ, Bloomberg, Investment Banking, Corporate Finance, Energy Industry, Private Equity, Due Diligence
Education
The University of Texas at Austin - Red McCombs School of Business 2007 — 2011
Bachelor of Business Administration (B.B.A.), Corporate Finance
Taylor Highschool
Jefferies June 2015 - July 2015
D.A. Davidson & Co. November 2011 - April 2014
Zions Bank August 2010 - October 2011
Zions Bank June 2010 - July 2010
Skills
Financial Modeling, Investment Research, Fundamental Analysis, Equity Valuation, Financial Technology..., Series 7, Equity Research, Capital Markets, Hedge Funds, Series 63, Long/Short Equity, Value Investing, Equity Research Analysis, Institutional Investors, Portfolio Management, Stock Picking, Chartered Financial..., Series 86, Series 87, Mutual Funds
Education
Utah State University 2006 — 2010
Bachelor of Arts, Art
The University of Texas at Austin - Red McCombs School of Business
Jefferies July 2014 - Present
FTI Consulting June 2012 - July 2014
AMR Capital Trading October 2010 - May 2012
Robeco Investment Management June 2009 - August 2009
The Ward Group June 2005 - June 2009
Massachusetts Department of Conservation and Recreation 2006 - 2008
Rite Aid Pharmacy June 2004 - August 2006
Skills
Equities, Capital Markets, Analysis, Economics, Corporate Finance, Series 7, Business Strategy, Mergers & Acquisitions, Strategy, Investments, Financial Modeling, Financial Analysis, Analytics, Valuation, Portfolio Management, Trading
Education
University of Miami 2006 — 2010
BA, Economics
Melrose High School
Jefferies June 2015 - Present
Jefferies LLC May 2014 - August 2014
Burkenroad Reports January 2014 - May 2014
Sterne Agee May 2013 - August 2013
AmeriCorps September 2011 - May 2012
Brilliant Minds, Inc. May 2010 - August 2010
Skills
Microsoft Excel, PowerPoint, Microsoft Word, Editing, Dependable Team Player, Management, French, Finance
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
BSM, Finance (Honors), GPA: 3.8, Major GPA 3.9
Alfred M. Barbe High School 2007 — 2011
3.94
Dorm Room Fund May 2014 - June 2015
Core Innovation Capital May 2014 - August 2014
Jefferies January 2011 - May 2013
Jefferies April 2009 - December 2010
Merrill Lynch August 2007 - March 2009
Merrill Lynch International June 2006 - August 2006
Skills
Valuation, Due Diligence, Investment Banking, Capital Markets, Financial Modeling, Mergers & Acquisitions, Portfolio Management, Venture Capital, Investments, Private Equity, Equities, Start-ups, Bloomberg, Financial Analysis, Strategy, Business Strategy, Entrepreneurship, Management, Analysis, Data Analysis, Corporate Finance, Project Management, Competitive Analysis, Business Development, Strategic Planning, Leadership, Bonds, Economics, Analytics, Market Research, Research
Education
Haas School of Business, UC Berkeley 2013 — 2015
MBA Candidate
The George Washington University 2003 — 2007
BBA, Finance and International Business
The London School of Economics and Political Science (LSE) 2005 — 2006
General Course, Economics
Jefferies February 2015 - Present
Deutsche Bank September 2005 - January 2015
Skills
Equities, Hedge Funds, Prime Brokerage, Fixed Income, Derivatives, Structured Products, Securities Lending, Swaps, Electronic Trading, Trading Systems, Credit Derivatives, Capital Markets, Interest Rate..., Equity Derivatives, Investment Banking
Education
Cornell University 1992 — 1994
MBA, Finance
Rutgers University 1987 — 1991
BA, Economics
University Athletic Association, Inc. August 2015 - Present
Jefferies May 2015 - July 2015
Maxim Group, LLC May 2014 - August 2014
Deutsche Post DHL May 2013 - July 2013
Coastal Construction Company May 2012 - August 2012
Skills
Financial Analysis, Financial Modeling, Microsoft Excel, PowerPoint, Microsoft Office, Data Analysis, Research, Public Speaking, Microsoft Word, Analysis
Education
University of Florida
Master of Science (M.Sc.), Finance
University of Florida 2011 — 2015
Bachelor of Science (BS), Finance
Jefferies June 2015 - Present
Jefferies May 2014 - August 2014
Florida Department of Financial Services, Division of Treasury May 2013 - August 2013
Education
University of Florida 2013 — 2015
Master of Science (M.S.), Finance
University of Florida 2011 — 2014
Bachelor of Science (B.S.), Finance
Evantix GRC December 2012 - Present
GlassRatner Securities LLC January 2014 - Present
GlassRatner Advisory & Capital Group May 2012 - Present
Sendio July 2009 - Present
Lateral Data 2007 - July 2012
XRoads Solutions Group July 2009 - May 2012
OriginOil March 2009 - March 2011
Salem Partners LLC October 2006 - December 2007
CIBC World Markets March 1996 - March 2005
Jefferies 1993 - 1995
Skills
Debt, Valuation, Bankruptcy, Expert Witness, Finance, Mergers, Equities, Strategy, Investment Banking, Venture Capital, Restructuring, Liquidity, Private Equity, Corporate Finance, Corporate Development, Structured Finance, Mergers & Acquisitions, Entrepreneurship, Due Diligence, Business Valuation, Asset Management, Investments, Portfolio Management, Financial Modeling, Financial Analysis, M&A experience, Funding, Financial Services, Start-ups, Capital Markets, Financial Advisory, IPO, Leveraged Finance, Financial Structuring, Acquisitions, Divestitures, Executive Management, Securities, Corporate Governance, Financial Risk, LBO, Acquisition Integration
Education
Tulane University 1989 — 1993
BSM, Finance
Jefferies July 2015 - Present
BB&T Capital Markets June 2014 - Present
KCIC August 2012 - June 2014
Kutak Rock June 2010 - May 2012
Skills
Financial Modeling, Valuation, Data Analysis, Financial Analysis, Analytics, Finance, Mergers & Acquisitions, PowerPoint, Databases, Statistics, SQL, Microsoft Excel, Investment Banking
Education
The George Washington University 2008 — 2012
Bachelor of Arts (B.A.), Economics
Jefferies August 2015 - Present
The University of Texas at Austin June 2013 - May 2015
Jefferies LLC May 2014 - August 2014
Guggenheim Partners March 2012 - June 2013
BNY Mellon June 2011 - March 2012
Bank of New York Mellon July 2009 - June 2011
The Longhorn Foundation July 2006 - June 2009
Skills
Bloomberg, Financial Modeling, Financial Analysis, Investments, Portfolio Management, Fixed Income, CLO, Asset Managment, CDO, Microsoft Excel, Valuation, Corporate Trust, Derivatives, Equities, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds
Education
The University of Texas at Austin - Red McCombs School of Business 2013 — 2015
Master of Business Administration (MBA), Energy Finance
The University of Texas at Austin 2005 — 2009
Bachelor of Arts, Economics
Jefferies May 2015 - Present
Seattle University Redhawk Fund May 2013 - June 2014
Morgan Stanley Wealth Management March 2013 - June 2013
Alpha Kappa Psi - Omega Gamma Chapter January 2012 - March 2013
Seattle University Japanese Student Organization (SUJSA) September 2011 - June 2012
Armani Exchange June 2011 - August 2011
Skills
Financial Analysis, Data Analysis, Portfolio Management, Economics, Leadership, Event Planning, Social Media Marketing, Microsoft Office, Market Research, Marketing, Teamwork, Social Media, Team Leadership, Entrepreneurship, Analysis
Education
Stevens Institute of Technology 2014 — 2016
Master's Degree, Financial Engineering, 3.8
Seattle University 2010 — 2014
Bachelor of Arts in Business Administration (BABA), Finance and Business Economics Double Major with a Minor in Mathematics, Senior
Jefferies June 2014 - Present
Jefferies & Company June 2013 - August 2013
Merrill Lynch October 2012 - February 2013
SEI June 2012 - August 2012
Skills
Microsoft Excel, Microsoft PowerPoint, Microsoft Outlook, Microsoft Word, Microsoft Access, Security Operations, Project Management, Finance, Macros, Bloomberg Terminal, Broadridge: Impact...
Education
Rutgers, The State University of New Jersey-New Brunswick 2010 — 2014
Bachelor's Degree in Finance, Finance
Jefferies 2009 - 2012
Jefferies 2002 - 2009
Jefferies 1993 - 2002
Skills
Trading Systems, Market Data, Project Management, Trading System, Business Continuity, Cloud Computing, IT Strategy, IT Management, Data Center, Disaster Recovery, Management, Bloomberg, Infrastructure, Process Improvement, Vendor Management, Middle Office, Risk Management, SQL, Troubleshooting, Business Analysis, Cross-functional Team..., Leadership, Information Technology, IT Service Management, Security, Cisco Technologies, System Administration, SDLC, Outsourcing, ITIL, Program Management, Business Intelligence, Software Documentation, Service Delivery, Networking, IT Operations, Integration, Help Desk Support, Technical Support, Enterprise Architecture, Databases, System Deployment, Consulting, Governance, CRM, Microsoft Exchange, Windows 7, Business Process..., PMP, PMO
Education
The University of Texas Southwestern Medical Center at Dallas
BS, Rehabilitation Science
Jefferies June 2015 - Present
BB&T Capital Markets October 2004 - June 2015
Education
Wharton School, University of Pennsylvania 1998 — 2000
MBA
The George Washington University 1989 — 1993
BACCY, Business / Accounting
Jefferies June 2014 - Present
Jefferies June 2013 - August 2013
Merrill Lynch May 2012 - May 2013
Best Buy May 2008 - August 2012
Music & Arts Center August 2007 - December 2007
Skills
Microsoft Office, Microsoft Excel, Windows, Mac, Teamwork, Sales, Project Management, PowerPoint, Outlook, Access, Microsoft Word, Social Networking, Data Analysis
Education
Rutgers University-New Brunswick 2010 — 2014
Bachelor of Arts (B.A.), Economics
Jefferies April 2015 - Present
Faros Trading June 2009 - April 2015
Goldman Sachs June 1996 - June 2009
Skills
Fixed Income, Electronic Trading, Hedge Funds, Derivatives, FX Options, Trading, Equities, Trading Systems, Foreign Exchange, FX trading, Emerging Markets, Hedging, Structured Products, Options, Currency, Financial Markets, Trading Strategies, Bloomberg, Prime Brokerage, FX Derivatives, FX Trading
Education
Syracuse University - Martin J. Whitman School of Management 1990 — 1994
BS - Accounting, Accounting / Economics
Jefferies May 2015 - July 2015
City of Cincinnati March 2015 - May 2015
Cantor Fitzgerald May 2014 - August 2014
The Malibu Group May 2013 - August 2013
Skills
Analysis, Leadership, Research, Microsoft Excel, Valuation, Financial Accounting, PowerPoint, Mergers & Acquisitions, Financial Statement...
Education
University of Cincinnati 2012 — 2016
Bachelor's Degree, Finance, 3.94 / 4.00
Jefferies September 2014 - Present
Fitch Ratings December 2013 - September 2014
SKBA February 2012 - March 2013
Sustainable Farms and Reserve in Montana May 2013 - 2013
Morling Financial Advisors August 2010 - December 2011
Muyen's Jewelry February 2008 - August 2009
Skills
Bloomberg, Valuation, Financial Modeling, Equity Research, Econometrics, Stata, Bloomberg Terminal, Corporate Finance, Quantitative Analytics, Capital Markets, Data Analysis, Macroeconomics, Fixed Income, Economics, Equities, Emerging Markets, SAS
Education
University of California, Berkeley 2009 — 2013
Bachelor of Arts (BA), Economics
Soquel High School 2005 — 2009
Ryerson February 2014 - Present
Jefferies June 2012 - October 2013
Newedge June 2011 - June 2012
Wells Fargo Securities February 2011 - May 2011
Wells Fargo Securities June 2008 - February 2011
Bear Stearns & Co., Inc. May 2007 - August 2007
Skills
Risk Management, Commodity Markets, Sales Management, Equities, Structured Finance, Raw Materials, Qualitative Research, Proprietary Trading, Futures Trading, Capital Markets, Investment Banking, Entrepreneurship, Quantitative Research, Options Strategies, Consulting, Financial Risk
Education
The Ohio State University 2004 — 2008
Bachelor's Degree, Finance and Economics
Jefferies August 2014 - Present
Bank of America Merrill Lynch January 2011 - August 2014
Bank of America Merill Lynch January 2008 - December 2010
Banc of America Securities August 2004 - December 2007
Banc of America Securities September 2001 - August 2004
Skills
Investment Banking, Capital Markets, Equity Capital Markets, Leveraged Finance, Mergers & Acquisitions, Food & Beverage, Consumer Products, Valuation, Financial Modeling, Private Equity, Corporate Finance, Equities, Due Diligence, Fixed Income, LBO, Bloomberg, Financial Analysis
Education
The University of Sheffield
Bachelor's Degree, French and Business Studies
Jefferies June 2015 - Present
KeyBanc Capital Markets April 2014 - June 2015
KeyBanc Capital Markets July 2013 - March 2014
OakStreet Wealth Management August 2012 - April 2013
Dayton Children's Medical Center August 2011 - December 2012
US Trust June 2012 - August 2012
Kaye/Bassman International May 2011 - August 2011
Skills
Time Management, Access, Bloomberg Terminal, Microsoft Excel, Strategy, Economics, Corporate Finance, Capital Markets, Equity Research, Financial Markets, Market Research, Management, Banking
Education
University of Dayton 2009 — 2013
Bachelor of Business Administration (BBA), Finance & Economics, 3.7
Jesuit College Prep 2005 — 2009
Citi May 2014 - Present
Jefferies June 2011 - March 2014
Holborn Corporation May 2008 - March 2010
UBS Financial Services April 2007 - November 2007
Vera Institute of Justice June 2005 - September 2005
Skills
Financial Modeling, Valuation, Financial Analysis, Corporate Finance, Investment Banking, Private Equity, Mergers, Due Diligence, Analysis, Investments, Capital Markets, Microsoft Excel, Entrepreneurship, LBO, Bloomberg, Equities, Mergers & Acquisitions
Education
Dartmouth College - The Tuck School of Business at Dartmouth 2010 — 2012
Master of Business Administration (MBA)
Northwestern University 2002 — 2006
Jefferies April 2015 - Present
Oxy USA March 2014 - February 2015
Occidental Petroleum Corporation June 2011 - May 2014
Lime Rock Resources 2008 - 2011
Harrison Lovegrove 2003 - 2008
Credit Suisse 2001 - 2003
El Paso Corporation 1996 - 2001
Skills
Banking, Natural Gas, Due Diligence, Petroleum, Energy Industry, Upstream, Accounts Payable, Financial Analysis, Microsoft Office, Accounting, Microsoft Excel, Outlook
Education
University of Houston-Downtown 2003 — 2013
Bachelor of Fine Arts (B.F.A.), Finance
Jefferies December 2014 - Present
FTI Consulting July 2012 - November 2014
Merrill Lynch June 2011 - August 2011
Ned Davis Research, Inc. June 2010 - August 2010
Morgan Stanley June 2009 - August 2009
Education
Texas A&M University 2008 — 2012
Bachelor of Business Administration (BBA), Finance
LinkedIn November 2013 - Present
Jefferies January 2013 - November 2013
PwC September 2011 - December 2012
Skills
Financial Modeling, Financial Analysis, Valuation, Business Valuation, Corporate Finance, Capital IQ, M&A Modeling, Financial Statements, DCF, Equities, Mergers & Acquisitions, Derivatives, Analysis, Strategy, Investment Banking, Apache Pig, Hadoop, Building Bridges, Accounting, Financial Accounting, Mobile Applications, Global Network..., Microsoft Office, Finance, SQL
Education
The University of Texas at Austin 2010 — 2011
Master in Professional Accounting (MPA), Accounting
The University of Texas at Austin 2006 — 2010
Bachelor of Business Administration (BBA), Accounting and Finance
Jefferies January 2014 - Present
IXIS Securities January 2003 - January 2005
Lehman Brothers July 2002 - January 2003
Credit Suisse April 2001 - June 2002
Prudential Securities April 1997 - March 2001
Skills
Capital Markets, Direct Sales, Sales Presentations, Financial Markets, Options, Trading
Education
Universidade Presbiteriana Mackenzie 1995 — 2000
Bachelor of Business Administration (BBA), Business Administration and Management, General
Graded 1992 — 1994
Mater Dei
Jefferies July 2014 - Present
Jefferies LLC July 2011 - July 2014
Jefferies & Company May 2010 - July 2010
Rice Univeristy Social Science Undergraduate Research Enterprise January 2010 - May 2010
Merrill Lynch September 2009 - December 2009
James A. Baker III Institute for Public Policy - Rice University February 2008 - April 2009
Education
Rice University 2007 — 2011
BA, Economics, Applied Math.
W Capital Partners January 2001 - Present
Jefferies 1999 - 2001
Unterberg Towbin 1990 - 1999
Lehman Brothers 1986 - 1990
Skills
Private Equity, Investment Banking, Venture Capital, Alternative Investments, Due Diligence, Investments, Valuation, Mergers, Corporate Finance, Financial Modeling, Portfolio Management, Entrepreneurship, Financial Analysis, Business Strategy, Asset Managment, Start-ups, Asset Management, Corporate Development, Mergers & Acquisitions, LBO
Education
New York University - Leonard N. Stern School of Business 1985 — 1987
MBA, Finance
Tufts University 1981 — 1985
1985, Engineering with major in computer science and applied mathematics
Jefferies February 2014 - Present
Barclays Capital June 2012 - January 2014
S.D. Daniels & Co. June 2010 - April 2012
TIAA-CREF May 2008 - June 2010
Goldman Sachs & Co. August 2007 - January 2008
Credit Suisse Securities, LLC May 2005 - February 2007
New York Stock Exchange, Inc. June 2001 - May 2005
New York Stock Exchange, Inc. December 1999 - June 2001
Thomson Financial 1999 - 1999
Education
University of Massachusetts, Amherst
Jefferies January 2015 - Present
Deloitte October 2012 - June 2013
Carton House Hotel June 2008 - May 2012
Merrill Lynch April 2011 - April 2011
Education
University College Dublin 2010 — 2014
Commerce, Finance, 3.66 GPA
Newbridge College 2004 — 2010
Leaving Certificate
Jefferies August 2015 - August 2015
PwC July 2014 - August 2014
AIESEC September 2013 - December 2013
PwC July 2013 - August 2013
Agricultural Bank of China July 2012 - August 2012
Skills
Microsoft Office, Analysis, Microsoft Excel, PowerPoint, Microsoft Word, Research, Teamwork, Financial Analysis, Data Analysis, Access, Social Media, Leadership, Market Research, Customer Service, Event Planning
Education
The George Washington University 2012 — 2016
Accounting, Junior
Pomfret School 2010 — 2012
High School, Grade 10 to Grade 12
Canaccord Genuity Group Inc. September 2014 - March 2015
Elevation LLC November 2012 - August 2014
Woodlawn Advisors June 2011 - November 2012
Jefferies July 2008 - September 2010
Merrill Lynch March 2003 - May 2008
Merrill Lynch August 2000 - February 2003
Merrill Lynch June 1999 - August 1999
Schlumberger June 1998 - August 1998
Skills
Equity Derivatives, Proprietary Trading, Volatility, Market Making, Derivatives, Options, Alternative Investments, Hedging, Equities, Hedge Funds, Fixed Income, Bloomberg, Portfolio Management, Trading, Credit Derivatives, Capital Markets, Securities, FX Options, Structured Products, Options Strategies, Electronic Trading, Equity Trading, Bonds, Swaps, Trading Systems, Valuation, Risk Management, Financial Risk, Investments, Asset Management, Investment Banking, Financial Modeling, Financial Markets, Series 7, Management
Education
Rice University 1996 — 2000
Bachelor of Arts, Economics
Alamo Heights High School 1992 — 1996
University of Melbourne
Jefferies March 2015 - Present
TripAdvisor July 2013 - January 2015
TripAdvisor May 2012 - December 2012
Rensselaer Polytechnic Institute January 2011 - July 2012
Rensselaer Polytechnic Institute January 2010 - December 2010
Rensselaer Polytechnic Institute January 2010 - May 2010
Skills
Python, Java, Linux, Software Engineering, Algorithms, JavaScript, C, SQL, PostgreSQL, Programming, HTML 5, CSS, Django, Servlets, Haskell, LaTeX, jQuery, Computer Science, Design Patterns, Scala, CSS3, Electronic Trading, Bloomberg
Education
Rensselaer Polytechnic Institute 2009 — 2013
BS, Computer Science, 3.81
Rishi Valley School 2000 — 2009
ISC, Math, Physics, Chemistry, Computer Science
Jefferies November 2014 - Present
Cowen and Company October 2013 - November 2014
Franklin Templeton Investments July 2012 - October 2013
Franklin Templeton Investments June 2011 - August 2011
Skills
Bloomberg, Fixed Income, Equities, Valuation
Education
UC Santa Barbara 2008 — 2012
BA, Business Economics
University of Sussex 2010 — 2010
International Business
Truman National Security Project January 2015 - Present
Nemaha Water Services September 2012 - Present
OK Invest 2008 - 2013
Sterne Agee January 2011 - September 2012
Sterne Agee May 2010 - December 2010
KeyBanc July 2008 - August 2010
Jefferies February 2004 - July 2008
U.S. Army 2003 - 2004
Johnson & Rice 1997 - 2000
Skills
Oil & Gas Companies, Equity Research, Valuation, Equities, Hedge Funds, Investment Banking, Financial Modeling, Capital Markets, Private Equity, Securities
Education
Tulane University - A.B. Freeman School of Business 1995 — 1996
Master of Business Administration (M.B.A.), Entrepreneurship & Finance
Tulane University 1991 — 1996
MBA, Finance, Engineering
Burlington High School
Jefferies December 2014 - Present
Jefferies & Company September 2010 - December 2014
UBS Investment Bank August 2009 - September 2010
UBS July 2007 - July 2008
HSBC 2005 - 2005
Sagent Advisors 2004 - 2004
Skills
Investment Banking, Valuation, Financial Modeling, Equities, Corporate Finance, Private Equity, Capital Markets, Equity Research, LBO, Bloomberg, Financial Analysis, Leveraged Finance, Fixed Income, M&A experience, Due Diligence, Hedge Funds, High Yield, Mergers, Series 7, Private Placements, Mergers & Acquisitions, Equity Valuation, Corporate Development, Options, DCF
Education
The Ohio State University 2003 — 2007
BS, Finance
Bronxville High School 1998 — 2003
Diploma, General Studies
Jefferies June 2015 - Present
Leerink Partners LLC July 2012 - May 2015
JMP Securities August 2011 - July 2012
Rodman & Renshaw August 2009 - July 2011
Skills
Healthcare, Equities, Valuation, Cell Biology, Financial Analysis, Biopharmaceuticals, Research, Mandarin, Biochemistry, Lifesciences, Equity Research, Clinical Trials, Biotechnology, DCF, Molecular Biology, Financial Modeling, Pharmaceutical Industry, Data Analysis, Strategy, Due Diligence, Equity Valuation, Investor Relations
Education
Rockefeller University 2005 — 2009
Postdoctoral Associate, Molecular Neuro-Oncology
State University of New York (SUNY), Downstate Medical Center 1998 — 2004
PhD, Molecular and Cell Biology
Shanghai Second Medical University 1995 — 1998
Master, Medical Genetics
Zhejiang University 1991 — 1995
BS, Biology and Biotechnology
UNC Kenan-Flagler August 2014 - Present
Jefferies May 2015 - August 2015
Neuberger Berman February 2012 - July 2014
Neuberger Berman August 2010 - February 2012
Skills
Bloomberg, Securities, Equities, Mutual Funds, REIT, Series 7, Investment Management, Series 63, Asset Management, Equity Research, Financial Modeling
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2014 — 2016
Capital Markets & Investments
Skidmore College 2006 — 2010
Bachelor of Science, Business Management
Jefferies June 2015 - Present
A.R. Schmeidler & Co. June 2014 - July 2014
United Nations June 2013 - August 2013
Austrian National Bank May 2012 - July 2012
Stonehenge Management May 2011 - July 2011
Skills
German, Bloomberg Terminal, Microsoft Office, English, Research, Editing, PowerPoint, Microsoft Word, Teaching, Microsoft Excel, Public Relations, Economics, Analysis, Social Media, Event Management, Teamwork, International Relations, Data Analysis, Policy Analysis, Public Speaking
Education
The Johns Hopkins University - Paul H. Nitze School of Advanced International Studies (SAIS) 2013 — 2015
Master's degree, International Relations & International Economics
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), International Studies
The Horace Mann School 1994 — 2010
High School
Jefferies June 2015 - Present
The Jordan Family Office June 2014 - May 2015
Annison Capital Partners, LLC January 2014 - May 2014
Budish Trumpet Instruction September 2004 - May 2013
Southern Methodist University September 2009 - May 2012
Oberon Brass Quintet September 2009 - May 2011
Louisiana Philharmonic Orchestra September 2007 - May 2009
Detroit Civic Symphony September 2005 - May 2007
Education
University of Notre Dame - Mendoza College of Business 2013 — 2015
Master of Business Administration (M.B.A.), Investments, Magna Cum Laude
Southern Methodist University 2011 — 2012
Master of Music, Music History and Literature
Southern Methodist University 2009 — 2011
Master of Music, Trumpet Performance
University of Michigan 2004 — 2007
Bachelor of Music, Trumpet Performance
Millburn High School
Jefferies April 2015 - Present
Odeon Capital Group LLC October 2013 - April 2015
The OIX March 2012 - September 2013
Fairmont Capital June 2010 - February 2012
Meridian Capital Group June 2009 - August 2009
Merrill Lynch June 2008 - August 2008
Smith Barney, Wealth Management June 2007 - August 2007
Skills
Due Diligence, Real Estate, Microsoft Excel, Economics, Golf, Financial Analysis, Bloomberg Terminal, Equity Research, Mortgage Lending, Tax Credits, Historic Rehabilitation..., Budgets, Excel, Mortgage, Budget Analysis, Salesforce.com..., Fixed Income Analysis, Distressed Debt, Debt & Equity Financing
Education
University of Maryland College Park 2007 — 2011
Bachelor of Arts, Economics
University of Sydney 2010 — 2010
BA, Economics
AgentIdea January 1998 - Present
SmartOrg Inc January 2004 - January 2008
Jefferies January 2000 - January 2002
Lawrence Helfant 2000 - 2002
Jefferies Execution Service / Helfant Group 2000 - 2002
Prudential Securites January 1988 - January 2000
Square Earth February 1997 - January 1998
VIM June 1995 - December 1996
Bergman Associates January 1995 - August 1995
AGA Electronics 1980 - 1984
Skills
Team Leadership, Software Development, Arduino, Raspberry Pi, Embedded Systems, Celery, Redis, DevOps, Jenkins Continuous..., System Administration, Upstart, Monit, Agile, Web Applications, Functional Programming, Node.js, Ionic framework, AngularJS, CouchDB, WSGI, Python, Twisted, Github, Pivotal Tracker, AllegroGraph DB, Semantic Technologies, Graph Databases, JavaScript, Databases, SQL, C, C#, Java, Microsoft SQL Server, Software Engineering, Product Management, CSS, Programming, HTML, .NET, AJAX, XML, Web Services, Linux, ASP.NET, Windows, Analytics, SQL Server, Application Development, Agile Methodologies
Education
University of Cape Town 1985 — 1991
Bachelor's degree, Botany Physiotherapy
Redhill 1977 — 1984
Jefferies May 2015 - July 2015
Leucadia National Corporation June 2014 - August 2014
Camp Pontiac June 2012 - August 2013
Nike June 2012 - June 2012
Jefferies & Company April 2012 - May 2012
Skills
Twitter, Microsoft Office, Microsoft Word, Microsoft Excel, PowerPoint, Comparable Analysis, Memos, Financial Statements, Facebook, PowerPoint development, Organized Multi-tasker, Preparedness, Web Design
Education
The University of Texas at Austin 2012 — 2016
Bachelor of Arts (BA), Banking, Corporate, Finance, and Securities Law
Montclair Kimberley Academy 2008 — 2012
Jefferies June 2015 - Present
Avondale Partners August 2014 - October 2014
Brown Brothers Harriman January 2014 - June 2014
Cross of Light Church September 2005 - June 2014
Telefund March 2012 - September 2012
The Tufts Daily September 2010 - May 2011
Skills
Advertising, Research, Fundraising, Community Outreach, PowerPoint, Social Media, International Relations, Event Planning, Microsoft Office, Editing, Nonprofits, Public Speaking, Finance
Education
Vanderbilt University - Owen Graduate School of Management
Master of Science (M.Sc.), Finance, General
Tufts University 2008 — 2013
Bachelor of Arts (B.A.), Economics and Chinese, Major GPA: 3.4
Zhejiang University 2011 — 2011
Study Abroad Program, Chinese
Phillips Exeter Academy 2005 — 2008
Diploma, Regular/General High School/Secondary Diploma Program
Capella Capital Partners March 2015 - Present
Petros Partners March 2015 - Present
Petros Partners 2010 - 2015
APS Financial 2007 - 2009
Tejas Securities Group, Inc. 2005 - 2007
PricewaterhouseCoopers 2004 - 2005
Jefferies 2002 - 2002
KPMG & Guinn, Smith & Co. 1997 - 2001
Skills
Structured Finance, Financial Statement..., Financial Modeling, research, Tax Credits, Investments, Due Diligence, Excel Models, Private Equity, Valuation, New Markets Tax Credits, Fixed Income, High Yield Bonds, Distressed Debt, M&A analysis, Accounting, US GAAP
Education
The University of Texas at Austin 2001 — 2003
MBA, Finance
Texas Christian University 1992 — 1997
BBA, Accounting
Jefferies September 2015 - Present
MEDLIFE September 2012 - May 2015
STIK POCKET August 2013 - August 2014
Dan Klores Communications (DKC) January 2014 - February 2014
Jewish Greek Council January 2013 - September 2013
BOLD PR June 2013 - August 2013
Oscar de la Renta June 2012 - August 2012
Skills
Strategic Planning, Microsoft Office, Photoshop, Microsoft Word, Microsoft Excel, Social Media, PowerPoint, Research, Social Media Marketing, Event Planning, Public Relations, Marketing, Advertising, Time Management, Event Management, Marketing Strategy, Facebook, Creative Writing
Education
University of Michigan 2011 — 2015
Bachelor of Arts (BA), Communication and Media Studies and a Program in Entrepreneurship
Université Paris Sorbonne (Paris IV) / Sorbonne University
French Studies
Accel-KKR August 2014 - Present
J.P. Morgan October 2012 - July 2014
Jefferies July 2011 - September 2012
Republic of Korea Army July 2007 - June 2009
Skills
Private Equity, Valuation, LBO, Investment Banking, Financial Modeling, Financial Analysis, Corporate Finance
Education
University of California, Berkeley
B.S, Industrial Engineering and Operations Research
Jefferies April 2015 - July 2015
Wells Fargo March 2015 - April 2015
Stifel Financial Corp. September 2013 - March 2015
Frost & Sullivan October 2012 - September 2013
Prescient Life Sciences April 2008 - July 2012
Skills
Research, Pharmaceutical Industry, Biotechnology, Market Analysis, Competitive Intelligence, Strategy, Life Sciences, Strategic Planning, Cross-functional Team..., Business Analysis, Market Research, Data Analysis, Business Strategy, Business Development, Competitive Analysis, Lifesciences, Project Management, Management Consulting, Business Intelligence, Clinical Trials, Strategic Consulting, Analysis, Financial Modeling, Healthcare, Leadership, Valuation, Business Planning
Education
State University of New York at Albany 2006 — 2007
Master’s Degree, Business/Commerce, General
State University of New York at Albany 2002 — 2006
BS, Biology/Biological Sciences, General
Orange Value Fund August 2014 - Present
Jefferies May 2015 - August 2015
Mergermarket May 2014 - August 2014
Education
Syracuse University 2012 — 2016
BS, Accounting and Finance, Senior
Jefferies June 2015 - Present
Port Authority of NY & NJ June 2014 - March 2015
Major League Baseball October 2013 - May 2014
Regeneron Pharmaceuticals August 2011 - August 2013
Guardian Life May 2012 - October 2012
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Research, Teamwork, Social Media, Public Speaking, English, Data Analysis, Windows
Education
Stevens Institute of Technology 2010 — 2015
Bachelor of Engineering (BEng), Engineering/Industrial Management
Jefferies May 2015 - Present
Student Managed Investment Fund January 2015 - Present
Investment Banking Institute - iBanking.com June 2015 - July 2015
ConvergEx Group June 2014 - December 2014
Stevens Institute of Technology September 2013 - December 2014
Education
Stevens Institute of Technology 2015 — 2016
Master of Science (M.S.), Finance
Stevens Institute of Technology 2011 — 2015
Bachelors Degree, Business and Technology
Jefferies May 2015 - August 2015
Gator Student Investment Fund August 2013 - May 2015
Naylor Association Solutions June 2014 - September 2014
Education
University of Florida 2014 — 2016
Master’s Degree, Finance
University of Florida 2012 — 2016
Bachelor of Science (B.S.), Finance, General
Jefferies September 2015 - Present
Jefferies June 2015 - September 2015
Shenkman Capital Management May 2014 - July 2014
UBS October 2013 - April 2014
Exhilarator (angel-fund) May 2012 - August 2012
Compass Partners May 2012 - August 2012
Skills
Entrepreneurship, Market Research, Wealth Management, Portfolio Management, Due Diligence, Competitive Analysis, Financial Modeling, High Yield, Debt & Equity Financing, Angel Investing, Strategic Partnerships, Valuation, Credit Risk, Investment Banking, Mergers & Acquisitions, Capital Markets, Management, Financial Analysis
Education
The George Washington University - School of Business 2011 — 2015
Bachelor's Degree
London School of Economics and Political Science 2013 — 2013
JPMorgan Chase & Co. July 2015 - Present
Jefferies May 2014 - July 2015
Barclays September 2011 - May 2014
Barclays August 2009 - August 2011
Lehman Brothers May 2008 - August 2008
L'Oréal May 2007 - August 2007
Skills
Change Management, Internal Controls, Investment Banking, Risk Management, Financial Risk, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Financial Services
Education
Rutgers, The State University of New Jersey-New Brunswick 2005 — 2009
B.S., Finance
Jefferies September 2014 - Present
Southwest Securities December 2012 - September 2014
Bank of Oklahoma December 2010 - August 2012
Skills
Investments, Securities, Asset Management, Financial Modeling, Value Investing, Asset Allocation, Bloomberg
Education
Institute of Trading and Portfolio Management 2015 — 2015
Trading Masterclass, Passed With Distinction
University of Arkansas 2006 — 2010
Bachelor of Science (B.Sc.), Financial Management & Investments
Pulaski Academy College Prep School 1993 — 2006
Fraser Yachts August 2013 - Present
Riviera Beauty Interiors May 2012 - April 2013
Y.CO 2013 - 2013
Yachting Partners International (YPI) March 2011 - March 2012
Fraser Yachts October 2007 - March 2011
Jefferies 2006 - 2007
Soco International plc 2003 - 2006
Imperial College London 2002 - 2003
Skills
Maritime, Maritime Operations, Yachting, Shipping, Maritime Security, Negotiation
Education
University of Cape Town
Bachelor's Degree
Jefferies June 2015 - Present
Goldman Sachs June 2013 - August 2013
Fulcrum Capital May 2012 - August 2012
Education
The University of Texas at Austin 2010 — 2014
BBA & BA, Business Honors Program, Finance, Plan II Honors, Spanish
Universidad de Cantabria 2011 — 2011
Jefferies June 2015 - Present
Pennybacker Capital August 2014 - December 2014
OFS Energy Fund May 2014 - August 2014
Pennybacker Capital January 2014 - May 2014
Education
The University of Texas at Austin 2011 — 2015
Bachelor of Arts (B.A.), Economics
Isidore Newman School 2008 — 2011
Johns Hopkins University August 2015 - Present
Jefferies May 2015 - August 2015
TD May 2014 - August 2014
Destination Maternity Corporation May 2013 - August 2013
Skills
Financial Modeling, Financial Analysis, Data Analysis, Microsoft Excel, PowerPoint
Education
The Johns Hopkins University 2012 — 2016
Master of Science (M.S.), Applied Mathematics and Statistics, 3.96
The Johns Hopkins University 2012 — 2016
Bachelor of Arts (B.A.), Economics, 3.96
The Johns Hopkins University 2012 — 2016
Bachelor of Science (B.S.), Applied Mathematics and Statistics, 3.96
Jefferies June 2015 - Present
Metaval Capital August 2014 - December 2014
George Weiss Associates June 2014 - July 2014
University of Florida Investment Corporation December 2012 - December 2013
Florida Power & Light June 2012 - August 2012
Education
University of Florida 2011 — 2015
Combined Bachelor and Master of Science, Finance
Winter Springs High School 2008 — 2011
Jefferies May 2015 - Present
St. John's University August 2013 - Present
Conversion Partners March 2015 - May 2015
KKR February 2014 - March 2015
St. John's University September 2012 - May 2014
Syracuse Packaging International September 2009 - May 2010
Skills
Project Management, Data Analysis, Cold Calling, Document Review, Online Research, Analytical Skills, Quality Assurance, Interpersonal Skill, Sales, Customer Service, Close Attention to..., Career Counseling, Career Development, Community Outreach, Public Speaking, Microsoft Excel, Microsoft Office
Education
St. John's University 2012 — 2016
Bachelor of Science (BS), Finance, General
Jefferies February 2005 - Present
Randall & Dewey March 2002 - February 2005
Education
Sam Houston State University
Bachelor's Degree, Computer Science
Bernzott Capital Advisors June 2015 - Present
Monarch Partners Asset Management LLC April 2014 - December 2014
Cadence Capital Management December 1994 - December 2013
Fidelity Capital Markets January 1994 - November 1994
Boston Stock Exchange April 1993 - January 1994
Jefferies November 1992 - April 1993
Skills
Asset Management, Trading, Hedge Funds, Portfolio Management, Investments, Equities, Alternative Investments, Securities, Management, Mutual Funds
Education
University of Massachusetts, Amherst 1988 — 1992
Bachelor of Arts (B.A.), Legal Studies, General
Jefferies 2015 - 2015
Oppenheimer & Co. Inc. May 2014 - August 2014
Northwestern Mutual May 2013 - February 2014
Skills
Finance, Financial Modeling, Investments, Valuation, Bloomberg, Financial Analysis, Financial Markets, Capital Markets
Education
University of Florida 2012 — 2016
Master of Science in Finance, Finance
Jefferies June 2015 - Present
Goldman Sachs May 2014 - August 2014
Goldman Sachs June 2013 - August 2013
Emerson June 2012 - August 2012
Education
University of Illinois at Urbana-Champaign 2011 — 2015
Bachelor of Engineering (BE), Computer Engineering, Junior
Rice University August 2015 - Present
Jefferies May 2015 - July 2015
Tudor, Pickering, Holt & Co. November 2014 - February 2015
Rice University's Consortium for Processes in Porous Media November 2013 - September 2014
Nova Capital Global Markets June 2014 - August 2014
Rice University Center For Career Development October 2013 - May 2014
Rice Systems Biology of Human Diseases Lab January 2013 - May 2014
Aviva July 2013 - August 2013
Rice University Social Science Department January 2013 - May 2013
WELAND INTERNATIONAL May 2012 - June 2012
Skills
Investment Banking, Financial Modeling, Matlab, Research, Leadership, Teamwork, Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Public Speaking
Education
Rice University 2012 — 2016
Bachelor of Science (BS), Chemical Engineering, 3.83 / 4
Rice University 2012 — 2016
Bachelor of Arts (B.A.), Mathematical Economic Analysis, 3.83 / 4
Universidad Autónoma de Yucatán 2013 — 2013
Study Abroad (Summer), Anthropology
Jefferies December 2007 - Present
Skills
Microsoft Office, Microsoft Excel, Computer Hardware, Computer Repair, Technical Support
Education
Rutgers University-New Brunswick
Jefferies August 2015 - Present
Financial Industry Regulatory Authority May 2014 - August 2014
Zeta Beta Tau Fraternity January 2014 - May 2014
Financial Industry Regulatory Authority May 2013 - August 2013
Zeta Beta Tau Fraternity January 2013 - May 2013
Hertz, Herson & Company, LLP May 2012 - August 2012
Joseph L. Gil, CPA, P.C. February 2011 - August 2011
PYA Sports September 2008 - March 2011
Education
Tulane University - A.B. Freeman School of Business 2011 — 2015
Bachelor's of Science in Finance, Finance
Paul D. Schreiber High School 2007 — 2011
Jefferies June 2015 - Present
Morgan Stanley Wealth Management June 2014 - August 2014
SolarCity December 2013 - January 2014
Danville Capital June 2013 - January 2014
Skills
Microsoft Office, Research, Social Media Marketing, Bloomberg, Corporate Finance, Teamwork, Leadership
Education
Villanova University 2011 — 2015
Bachelor of Business Administration (B.B.A.): Finance Major
Universidad Carlos III de Madrid 2013 — 2013
Bachelor of Business Administration (BBA): Finance, Real Estate Co-Major
Jefferies September 2014 - Present
Dresner Partners November 2013 - September 2014
Stout Risius Ross, Inc. (SRR) July 2012 - November 2013
Finance 419 - RCMP Security Analysis August 2011 - May 2012
Underwriters Laboratories (UL) LLC May 2011 - August 2011
Phi Delta Theta Fraternity December 2009 - January 2011
Skills
Security Analysis, Bloomberg, Valuation, Financial Modeling, Microsoft Excel, Microsoft Office, PowerPoint, Capital IQ, Oracle Crystal Ball, Microsoft Word, Investments
Education
University of Illinois at Urbana-Champaign - College of Business 2008 — 2012
Bachelor of Science in Finance with Honors
Jefferies June 2015 - August 2015
Cappello Group, Inc. August 2014 - December 2014
Fulcrum Capital January 2014 - May 2014
G-51 Capital Management June 2013 - August 2013
Skills
Microsoft Word, Microsoft Excel, Microsoft Office, PowerPoint, Public Speaking, Teamwork, Social Media, Research, Time Management, English, Windows, Social Networking, Data Analysis
Education
The University of Texas at Austin 2012 — 2016
BBA, BA, Business Honors - Finance, Economics
Universidad de 'San Andrés' 2014 — 2014
Jefferies May 2015 - Present
Harris Williams & Co. May 2015 - May 2015
Schaefer's Electronic Enclosures May 2013 - August 2014
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Social Media, Leadership, AutoCAD, Matlab, Customer Service
Education
Vanderbilt University 2012 — 2016
Bachelor's Degree, Economics
The London School of Economics and Political Science (LSE) 2014 — 2014
Economics
Jefferies February 2015 - Present
Franklin Templeton Investments January 2011 - February 2015
Federated Pacific Holdings November 2009 - December 2010
Hood & Strong LLP November 2008 - November 2009
Education
Santa Clara University 2004 — 2008
BA, Finance
Jefferies July 2014 - Present
Johns Hopkins Center for Leadership Education May 2012 - Present
Johns Hopkins University Office of Undergraduate Admissions November 2011 - Present
Jefferies LLC May 2013 - August 2013
UBS Wealth Management June 2012 - August 2012
Education
The Johns Hopkins University 2010 — 2014
Bachelor of Arts (B.A.), Major: Economics, Minor: Entrepreneurship and Management
Stella Point Capital March 2015 - Present
Jefferies July 2014 - March 2015
Jefferies May 2013 - August 2013
New York Life Insurance Company July 2012 - August 2012
Education
Wake Forest University 2010 — 2014
Bachelor of Arts (B.A.), Economics, Cum Laude
London School of Economics and Political Science 2011 — 2011
Economics
Jefferies April 2015 - Present
Guin Financial March 2013 - April 2015
Northwestern Mutual March 2012 - December 2012
Village of Mount Prospect May 2009 - August 2011
Skills
Leadership, Strategic Financial..., Risk Management, Customer Service, Microsoft Excel, Mutual Funds, Investments, Wealth Management, Life Insurance, Disability Insurance, Long Term Care Insurance, Investment Portfolios, Options, Trading, Equities, Bonds, Diversification, Variable Annuities, Time Management, Team Leadership, Sales, Microsoft Office, Management, Financial Planning, Finance, Data Entry
Education
University of Iowa 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance
Jefferies December 2014 - Present
Jefferies February 2014 - December 2014
Skadden, Arps, Slate, Meagher & Flom LLP & Affiliates February 2012 - February 2014
Morgan Stanley April 2011 - March 2012
Morgan Stanley January 2011 - April 2011
Morgan Stanley May 2009 - January 2011
Skills
New Business Development, Marketing Strategy, Investor Relations, Fixed Income Products, Business Relationship..., Sales Management, Financial Modeling, Competitive Analysis, Microfinance, Microsoft Office, Excel, PowerPoint, Fixed Income, Microsoft Excel, Alternative Investments, Structured Products, Asset Management, Analytics, Business Development, Business Strategy, CRM, Corporate Finance, Economics, Financial Services, Hedge Funds, Investments, Leadership, Mergers & Acquisitions, Relationship Management, Strategy, Trading, Bloomberg
Education
University of Maryland College Park
Bachelor of Arts, Economics
Citi March 2015 - Present
Barclays Wealth and Investment Management September 2014 - March 2015
Jefferies April 2014 - September 2014
JPMorgan Chase September 2012 - December 2013
Citigroup October 2011 - June 2012
Direct Brands (Columbia House & Doubleday) September 2010 - April 2011
Corning Incorporated June 2009 - June 2010
Comcast Cable November 2008 - June 2009
NetCom Information Technology July 2007 - November 2008
Oracle Corporation September 2004 - November 2008
Skills
Oracle, PMP, Linux, PeopleSoft, Performance Tuning, Oracle RAC, AIX, Solaris, RMAN, Database Administration, Data Guard, Database Design, Databases, Testing, Architecture, Software Documentation, Visio, ETL, OBIEE, Troubleshooting, Operating Systems, Oracle HR, System Administration, Oracle ASM, SAN, Requirements Analysis, SQL Tuning, Sybase, Grid Computing, Data Migration, Oracle Enterprise..., Disaster Recovery, Unix Shell Scripting, Unix, Business Intelligence, SQL, Data Modeling, Oracle Applications, Oracle E-Business Suite, Red Hat Linux, ITIL, Integration, Shell Scripting, SQL*Plus, SDLC, Enterprise Architecture, High Availability, Data Warehousing, Oracle Discoverer, PL/SQL
Education
Strayer University-Pennsylvania 2012 — 2013
Master of Business Administration (M.B.A.), Executive MBA, 3.6 GPA
ARTFS - PMP 2011 — 2011
PMP, Project Management Professional
Oracle University 2004 — 2007
OCP, Database Administration
The University of Texas at Dallas 1987 — 1990
BSCS, Computer Science
Devry Institute of Technlogy 1980 — 1983
BSEET, Electronic Engineering
James Madison High School 1976 — 1979
Diploma
Jefferies November 2014 - Present
Lazard Frères & Co. January 2011 - October 2014
Lazard Frères & Co. May 2010 - August 2010
US Marine Corps 2004 - 2009
US Marine Corps Reserve 1999 - 2004
Skills
Valuation, Financial Analysis, Security Clearance, Operational Planning, Cross-functional Team..., DoD, Program Management, Leadership, Strategy, Mergers & Acquisitions, Corporate Finance, Military, Financial Modeling, Process Improvement, Due Diligence, Risk Management, Analysis, Management, Military Operations, Project Management
Education
Texas A&M University - Mays Business School 2009 — 2010
MBA
Texas Tech University 1999 — 2004
BS, Mechanical Engineering
Audrey Golden Associates Ltd. January 2009 - Present
ServiceRunner.com October 2010 - April 2015
SEL PROPERTIES April 2004 - April 2015
Jefferies January 2001 - January 2004
Skills
Marketing Strategy, Digital Media, New Business Development, Web Development, Due Diligence, Business Development, Digital Marketing, Strategic Partnerships, Budgets, Entrepreneurship, Intellectual Property, Management, Marketing, Online Marketing, Private Equity, Product Management, Social Media Marketing, Social Networking, Start-ups, Strategic Planning, Strategy
Education
Tulane University
Jefferies June 2015 - Present
Montecito Advisors October 2008 - June 2015
H.C. Wainwright June 2006 - September 2008
Quintin June 2005 - May 2006
Charles Schwab Soundview Capital July 2003 - December 2004
Bear Stearns 1996 - 2003
Skills
Equities, Series 7, FINRA, Options, ETFs, Series 24, Series 63, Equity Trading, Securities, Trading, Hedge Funds, Electronic Trading, Trading Systems, Capital Markets, Bloomberg, Compliance, Supervisory Experience, OATS, Series 14, Series 4, Series 27, Series 55, Settlement, Back Office, Continuing Education, Accurate Record Keeping, Written Supervisory..., Broker-Dealer, Operations Management
Education
University of Pittsburgh 1993 — 1995
Bachelor of Arts (B.A.), Political Science and Government
University of Maryland College Park 1990 — 1993
West Morris Central 1986 — 1990
Jefferies July 2015 - Present
Personal Investment Group May 2007 - Present
Jefferies May 2014 - August 2014
NVIDIA April 2011 - August 2013
NVIDIA October 2007 - April 2012
Stanford University - Center for Professional Development January 2012 - March 2012
Alpha Epsilon Zeta Fraternity, Inc September 2003 - May 2009
NVIDIA May 2006 - October 2007
Formula SAE Racing Team September 2005 - May 2006
Xilinx Inc June 2005 - August 2005
Skills
Debugging, Testing, Product Management, FPGA, Product Development, Leadership, Perl, Program Management, Semiconductors, Analysis, Business Strategy, Management, Start-ups, VHDL, Project Management, Cross-functional Team..., Simulations, Manufacturing, Algorithms, Embedded Systems, Entrepreneurship, Investment Banking, Valuation
Education
University of Michigan - Stephen M. Ross School of Business 2013 — 2015
Master of Business Administration (MBA)
University of California, Berkeley 2002 — 2006
B.S, Electrical Engineering and Computer Science
Liquidnet March 2006 - Present
Barclays Capital April 2010 - December 2010
Philadelphia Stock Exchange January 2004 - March 2006
Jefferies September 2003 - December 2003
GFI Group 2002 - 2003
Instinet April 2001 - September 2002
Bloomberg March 1998 - April 2001
Skills
Unix, Access, Agile Methodologies, Electronic Trading, Electronic Trading..., Equities, FIX, Leadership, Operating Systems, Python, Quality Assurance, Regression Testing, SDLC, Scrum, Software Development, Test Cases, Test Planning, Testing, Trading Systems, Troubleshooting
Education
University of Phoenix 2002 — 2004
MBA
Rutgers University – Camden 1993 — 1996
B.A.
Fishburne Military School
High School Diploma
NYSE Euronext December 2006 - Present
Jefferies 2006 - 2007
INET ATS 2001 - 2005
The Island ECN 2001 - 2003
Education
Syracuse University - Martin J. Whitman School of Management 1996 — 2000
Franklin Academy 1992 — 1996
Blackstone May 2007 - Present
Jefferies & Co. January 1998 - March 2007
Jefferies 1998 - 2007
Education
University of Colorado Boulder 1977 — 1982
Jefferies May 2014 - Present
Citi August 2009 - May 2014
Barclays Capital April 2008 - August 2009
Lehman Brothers March 2003 - April 2008
Skills
Management, Fixed Income, Equities, Derivatives, Capital Markets, Investments, Investment Banking, Prime Brokerage, Risk Management, Bloomberg
Education
Rutgers, The State University of New Jersey-New Brunswick
Bachelor of Science (BSc)
Jefferies 2014 - 2014
Skills
Financial Modeling, Project Management, Corporate Finance, Financial Analysis
Education
New York University - Leonard N. Stern School of Business 2007 — 2009
MBA, finance
Tecnológico de Monterrey 1996 — 2001
US Energy Services January 2011 - Present
Georgia Information Technologies, Inc. January 2009 - Present
MetLife 2006 - Present
Jefferies May 2013 - December 2014
ExxonMobil March 2011 - April 2013
Travelers February 2011 - July 2011
Fiserv August 2009 - March 2011
ACS Xerox 2010 - 2011
Johnson & Johnson February 2009 - May 2010
AT&T September 2007 - August 2009
Skills
Software Development, ITIL, Solution Architecture, BMC Remedy, Configuration Management, IT Strategy, IT Service Management, Requirements Analysis, Integration, SDLC, Incident Management, IT Management, CMDB, Enterprise Architecture, IT Operations, Service Delivery, Pre-sales, Service Desk, Software Project..., Service Management, Problem Management, PMP, Business Process, Release Management, Resource Management, Project Portfolio...
Education
University of Medicine and Dentistry of New Jersey 2003 — 2005
Postdoctoral Scientist, Oncology and Cancer Biology, A+
IICT, Mumbai (UDCT) 1993 — 1998
PhD, Chemical Sciences
University of Mumbai 1993 — 1998
Doctor of Philosophy (PhD), Chemistry, Recovery of Nuclear Materials, Extraction, A+
Jefferies September 2011 - Present
Goldman Sachs November 2009 - October 2011
Max Capital Group August 2009 - October 2009
Barclays Capital September 2008 - January 2009
Lehman Brothers May 2006 - September 2008
Misys Banking Systems June 2005 - April 2006
KPMG 2002 - 2005
Andover Trading 2001 - 2002
Dolce International 1997 - 1999
Skills
Investment Banking, SDLC, SOA, Data Warehousing, C#, ASP.NET, Microsoft SQL Server, Asset Managment, jQuery, Hyper-V, SSH
Education
University at Buffalo 1995 — 2001
BS, Business Administration
Nyack HS 1991 — 1995
Regents Diploma
Croson Investment Partners September 2015 - Present
The Lodge Group August 2014 - Present
Jefferies September 2014 - September 2015
Barclays July 2013 - September 2014
Sidoti & Company, LLC August 2010 - July 2013
TIAA-CREF March 2010 - July 2010
Thomson Reuters October 2009 - March 2010
Thomson Reuters February 2008 - October 2009
Morgan Stanley Investment Management January 2005 - June 2005
Morgan Stanley September 2004 - December 2004
Skills
Medical Devices, Equity Research, Financial Modeling, Financial Analysis, Valuation, Capital Markets, Equities, Investor Relations, Economics
Education
University of Tampa - John H. Sykes College of Business 2003 — 2007
BS, International Business
上智大学 / Sophia University 2005 — 2006
Exchange Program, Japanese and Japanese Business
Jefferies July 2015 - Present
Barclays August 2010 - July 2015
BTIG May 2009 - July 2010
Credit Suisse June 2005 - April 2009
Education
The Ohio State University 2001 — 2005
Chs
Tristate
Global Silicon Valley Sustainability Partners September 2014 - Present
THiNKnrg 2014 - Present
Northeast Rugby Olympic Development Academy 2011 - Present
Pharos 2010 - Present
Elite Desert Ventures 2009 - Present
Village Lions Rugby Football Club 2009 - 2012
Millennium Capital Resources 2007 - 2010
Jefferies 2003 - 2007
Westmoreland Capital Management 2001 - 2003
J.P. Morgan 1991 - 2001
Skills
Leadership, Marketing Strategy, Event Management, Marketing, New Business Development, Management, Social Media, Strategy, Sports, Program Management, Coaching, Strategic Planning, Project Management, Public Relations, R, XML, Microsoft Excel, SQL, Business Development, Mergers & Acquisitions, Sales
Education
Syracuse University 2013 — 2014
Masters of Science, Information Management and Data Science
J.P. Morgan 1991 — 1995
Fiance Training Program, Finance
Syracuse University 1987 — 1991
Bachelor of Science (B.S.) with Honors, Information Management and Technology, Magna cum laude
Los Gatos High School 1983 — 1987
Jefferies June 2013 - Present
UBS Investment Bank December 2011 - March 2013
MF Global October 2009 - October 2011
Outpost Investment Group December 2007 - September 2009
Banc of America Securities 2002 - 2007
Bank of America 2002 - 2007
Salomon Brothers 1988 - 2002
Citi 1988 - 2002
Salomon Smith Barney 1988 - 2002
Citigroup 1988 - 2002
Education
The Catholic University of America 1984 — 1988
EY December 2013 - Present
Oppenheimer July 2009 - December 2013
Jefferies 2002 - 2009
Skills
Private Equity, Investment Banking, Capital Markets, Corporate Development, Corporate Finance, Due Diligence, Entrepreneurship, Executive Management, Financial Modeling, LBO, M, Mergers, Valuation, Venture Capital
Education
University of California, Los Angeles
Domaine Group July 2015 - Present
Domaine Somm May 2012 - Present
Jefferies 2005 - 2010
Jefferies 2003 - 2005
Jefferies 2000 - 2003
Jefferies 1999 - 2000
Skills
Investment Banking, Business Development, E-commerce, Event Planning, Marketing, Marketing Management, Sponsorship, Wine, Marketing Communications, Fundraising, Budgets, Strategy, Management, Marketing Strategy, Event Management, Capital Markets, Food, Program Management, Corporate Events, Mergers, Social Media, Facebook, Nonprofits, Food & Beverage
Education
University of California, Berkeley 1995 — 1999
BA, Mass Communications & Political Science
University of Oxford 1998 — 1999
Visiting Student, New College
Culinary Institute of America, Greystone Campus
Wine Immersion Program, Rudd Center for Professional Wine Studies
Jefferies July 2004 - Present
Baker Hughes 2002 - 2004
Education
Texas A&M University 1998 — 2002
Bachelor of Business Administration (BBA), Marketing
Jefferies April 2015 - Present
Fifth Street Management LLC September 2014 - March 2015
Loeb King Capital Management April 2013 - June 2014
Diamondback Capital August 2010 - December 2012
Raymond James & Associates, Inc October 2007 - August 2010
Arrow Electronics 2006 - 2007
Education
Tulane University - A.B. Freeman School of Business 2003 — 2007
BS, Finance, Spanish
Haddington Ventures, LLC July 2001 - Present
Merrill Lynch February 2000 - October 2000
Jefferies February 1996 - February 2000
Skills
Private Equity
Education
University of Houston 1991 — 1996
BBA, Finance
Jefferies September 2014 - Present
ISI Group October 2013 - September 2014
Bloomberg June 2010 - October 2013
The Edgar Lomax Company June 2009 - August 2009
Alexander Thompson Arnold PLLC June 2007 - June 2008
Education
The George Washington University - School of Business 2008 — 2010
MBA
University of Tennessee at Martin 2003 — 2007
BSBA
Jefferies December 2014 - Present
Barclays Investment Bank September 2008 - December 2014
Lehman Brothers December 2005 - September 2008
American Home Mortgage December 2004 - December 2005
Prudential/Wachovia Securities December 2003 - November 2004
Skills
Equities, Emerging Markets, Middle Office, Financial Markets
Education
SUNY Stony Brook 1999 — 2003
Valley Forge Military Academy & College 1996 — 1999
Nomura May 2015 - Present
Flextrade October 2008 - May 2015
Jefferies 2006 - 2008
Tadawul 2004 - 2006
Pacific Stock Exchange July 2003 - February 2004
Merrill Lynch 2001 - 2003
Education
Texas A&M University 1999 — 2001
M.S
CrossFit CAMO 2015 - Present
CharterPad April 2013 - December 2014
BNY Mellon July 2012 - March 2013
Jefferies July 2009 - 2012
ALaS Consulting LLC November 2006 - July 2009
Carr Business Systems May 2005 - November 2006
Equinox May 2001 - September 2005
Skills
Business Analysis, Credit, Equity Derivatives, CRM, Sales Management, Contract Negotiation, International Sales, Entrepreneurship, Salesforce.com, Sports, Fixed Income Products, Bloomberg, Impact, Loan IQ, Credit Products, People Soft, Sales & Marketing..., Aviation, Private Aviation, New Business Development, Fitness Training, CrossFit, Sales, PMO, Project Management, Networking, Social Media, Social Networking, Banking, Financial Reporting, Financial Analysis, Financial Accounting, Hyperion, Data Analysis, Data Mining, Negotiation, Access, Trading, Loans, Account Reconciliation, Software Documentation, PeopleSoft, Management, Sales Operations, Fixed Income
Education
University of Hartford 2001 — 2005
BS, Business management
Villanova University 2005 — 2006
Project Management
Bethpage 1998 — 2001
Jefferies June 2015 - Present
Duff & Phelps November 2009 - May 2015
Veolia Transportation April 2009 - September 2009
Westmoreland Country Club April 2000 - September 2009
Skills
Hedge Funds
Education
University of Illinois 2007 — 2010
Bachelor of Science, Finance
London School of Economics and Political Science 2009 — 2010
Certificate (General Course Program), Finance and Accountancy
Brean Capital, LLC August 2014 - January 2015
MKM Partners August 2009 - July 2014
Jefferies September 2003 - April 2009
Skills
Equity Sales, Equity Capital Markets, Financial Services, Sales, Marketing
Education
Smith College 1997 — 2001
Bachelor of Arts (B.A.), Economics
Jefferies September 2014 - June 2015
Societe Generale-Newedge USA, LLC-Fimat USA June 1995 - September 2014
Skills
Derivatives, Hedging, Trading, Commodity, Risk Management, Financial Markets, Commodity Markets, Business Strategy, Equities, Agriculture, Grain, Microsoft Office, Microsoft Excel, Microsoft Word, Grain Market Analyst, Farmer, CQG, Bloomberg Software, Lotus Notes, Microsoft Powerpoint, Options, Electronic Trading
Education
University of Illinois at Urbana-Champaign 1977 — 1979
Master’s Degree, Agricultural Economics
University of Illinois at Urbana-Champaign 1973 — 1977
Bachelor’s Degree, Finance, General
Snowbridge Advisors June 2014 - Present
HelmsDowne Advisory March 2011 - Present
Mallory Capital October 2011 - June 2014
The Riverside Company 2010 - 2011
Jefferies 2007 - 2010
JPMorgan Chase & Co. 1989 - 2006
First Reserve Corporation 1981 - 1989
Skills
Private Equity, Project Management, Due Diligence, Investor Relations, Investment Banking, Fundraising, Investor Reporting, Investor Relations..., CRM, Database Design
Education
University of Connecticut 1976 — 1980
BA, Political Science
Jefferies March 2015 - Present
Sandler O'Neill & Partners, L.P. May 2014 - March 2015
JMP Securities July 2013 - May 2014
JMP Securities July 2010 - July 2013
Skills
Financial Modeling, Valuation, Venture Capital, Financial Analysis, Corporate Finance, DCF, Due Diligence, Investment Banking, IPO, Business Valuation, Private Equity, Capital IQ, Financial Institutions
Education
University of Michigan - Stephen M. Ross School of Business 2009 — 2010
Masters in Accounting
Trinity University 2005 — 2009
B.S. Accounting, B.S. Finance
London School of Economics and Political Science 2008 — 2008
Menlo School 2001 — 2005
Jefferies December 2012 - Present
Barclays Capital October 2009 - December 2012
Skills
Credit Risk, Financial Risk, Capital Markets, Portfolio Management, Management, Market Risk
Education
Temple University
BBA, Finance
MB Shaffer Finance (Self Employed) June 2014 - Present
Howard Hughes Medical Institute March 2011 - December 2013
Jefferies May 2010 - November 2010
EMF Financial Products LLC April 2005 - May 2010
Howard Hughes Medical Institute February 1999 - April 2005
AEGON Americas December 1993 - February 1999
Skills
Investments, Fixed Income, Portfolio Management, Hedge Funds, Trading, Valuation, Finance, Asset Allocation, Bonds, Capital Markets, Securities, Commodity, Financial Risk, FX Options, Equities, Derivatives, Options, Equity Derivatives, Bloomberg
Education
University of Maryland College 1991 — 1993
Master of Business Administration (MBA), International Finance
University of MarylandCollege 1986 — 1991
Bachelor's Degree, Finance
University of Maryland College Park 1986 — 1991
Bachelor's Degree, Economics
PwC November 2012 - Present
Mazars November 2010 - April 2012
Mazars November 2009 - November 2010
Jefferies 2005 - 2007
UBS Investment Bank 2003 - 2005
Skills
Microsoft Excel
Education
The University of Birmingham
Economics B.Sc.
Jefferies June 2015 - Present
Jordan & Jordan May 2012 - June 2015
AdvancedGroup.Net June 2006 - May 2012
Skills
C#, C++, Web Applications, MySQL, Microsoft SQL Server, ASP.NET MVC, US Equities Regulatory..., Market Data Reporting, Amazon Web Services..., Windows System..., JavaScript, XML, XSLT, Visual Studio, Software Development, IIS
Education
Ramapo College of New Jersey 2008 — 2012
Bachelors, Computer Science
UBS Wealth Management May 1988 - Present
Jefferies January 1982 - May 1988
Education
University of California, Los Angeles 1976 — 1980
Bachelor of Arts, Economics
Afren Resources USA November 2010 - May 2015
Afren Resources USA August 2009 - October 2010
Afren April 2008 - July 2009
Jefferies July 2005 - April 2008
Randall & Dewey October 2003 - July 2005
Baker Hughes April 2001 - September 2003
Baker Hughes June 1998 - March 2001
Western Atlas International Inc. July 1996 - May 1998
Western Atlas International Inc. November 1994 - June 1996
Western Atlas International Inc. November 1993 - October 1994
Skills
Earth Science, Petroleum Geology, Reservoir Management, Geophysics, Upstream, Petroleum, Geology, Petrophysics, Log Analysis, Reservoir Engineering, Seismology, Field Development, Energy Industry, Petrel, Oil & Gas, Petroleum Engineering, Logging, Gas, Formation Evaluation, Completion, Offshore Drilling, Onshore, Basin Modeling, Reservoir Modeling, Geological Mapping, SMT Kingdom, Sedimentology, Drilling, Mineral Exploration, Oilfield, Sequence Stratigraphy, Oil & Gas Industry, Reserves, 3D seismic..., Stratigraphy, Oil/Gas, Natural Gas, Seismic Attributes, Reservoir Simulation, Wireline, Petroleum Economics, Carbonates, Structural Geology, Unconventional, Oil & Gas Exploration
Education
Universitatea din București 1976 — 1981
Master of Science (MSc), Geophysical & Geological Engineering
Jefferies April 2010 - Present
Bellman Walter Capital January 2008 - January 2010
Julius Baer / Kepler Equities September 2004 - January 2008
SG Cowen / Societe Generale April 1991 - January 2004
Price Waterhouse July 1985 - February 1989
Skills
Investment Banking, Equity Research, Trading, Bloomberg, Mergers, Alternative Investments, Derivatives, Financial Markets, Fixed Income, Corporate Finance, Financial Modeling, Hedge Funds, Capital Markets, Mergers & Acquisitions, Emerging Markets, Telecommunications, Equities, French
Education
University of Chicago Graduate School of Business 1989 — 1991
MBA, Finance
Jefferies May 2015 - Present
Ziegler September 2014 - May 2015
Citi August 2013 - August 2014
Citi September 2011 - July 2013
Jefferies & Company July 2010 - September 2011
Goldman Sachs June 2009 - August 2009
Goldman Sachs June 2008 - August 2008
Bear Stearns February 2008 - May 2008
Skills
Public Finance, Microsoft Excel, Financial Modeling, Mergers & Acquisitions, Investment Banking, Acquisitions, Mergers, Fixed Income, Debt Restructuring, Debt Management, Financial Structuring, Request for Proposals, Company Presentations, Document Review, Credit Rating
Education
New York University - Leonard N. Stern School of Business 2006 — 2010
BS, Finance and Management
The Hong Kong University of Science and Technology 2008 — 2008
Study Abroad - Fall 2008, Finance and Management
Jefferies 2014 - Present
Princeton Securities Group 2004 - 2014
Credit Suisse July 1999 - July 2004
Education
Rutgers, The State University of New Jersey-Newark
Master of Business Administration (MBA), Accounting and Finance
Seton Hall University 1992 — 1995
BA, Economics
Jefferies December 2014 - Present
Jefferies August 2012 - November 2014
Ivory Capital March 2011 - August 2012
Education
University of California, Los Angeles 2006 — 2010
BA, Economics/International Area Studies
Marin Academy
Marin Country Day School
Two Sigma August 2015 - Present
Jefferies August 2014 - August 2015
Citi July 2012 - August 2014
Brown Brothers Harriman May 2011 - August 2011
Skills
SQL, Eviews, Bloomberg Terminal, VBA, Data Analysis, Financial Modeling, Bloomberg, Access, Equities, PowerPoint, Business Analysis
Education
Rutgers University-New Brunswick 2008 — 2012
B.A, Economics, Information Technology and Informatics
Jefferies June 2015 - Present
PwC August 2014 - May 2015
PwC June 2013 - August 2013
Merrill Lynch June 2012 - August 2012
Merrill Lynch June 2011 - August 2011
Education
University of Notre Dame - Mendoza College of Business 2013 — 2014
Master of Science (MS), Accounting
Siena College 2009 — 2013
BS, Accounting, Magna Cum Laude
Middletown High School South 2005 — 2009
U.S. Trust February 2014 - Present
Jefferies April 2013 - October 2013
Skills
Microsoft Office, Customer Service, Management, Leadership, Project Management, Strategic Planning, Sales, Quantitative Finance, Engineering Management, Web Design, Web Development, Web Applications, C#, Objective-C, Swift, JavaScript
Education
Stevens Institute of Technology 2008 — 2014
Master's degree, Financial Mathematics
Stevens Institute of Technology 2008 — 2012
Bachelor's degree, Engineering/Industrial Management
Stevens Institute of Technology 2008 — 2012
Bachelor's degree, Quantitative Finance
Barcelona Spain July 2012 - Present
Raymond James Financial Inc. September 2010 - May 2012
Jefferies June 2008 - August 2010
J.P. Morgan March 2006 - June 2008
HSBC Global Banking and Markets April 2005 - March 2006
Merrill Lynch April 1994 - April 2005
Skills
Series 7, Series 63, Series 24, series 3, series 55
Education
University of Limerick
Public Administration
Td Securities USA Inc August 2014 - Present
Tata Consultancy Services April 2014 - August 2014
Jefferies January 2013 - April 2013
Skills
Java, SQL, Spring MVC, Spring Framework, JDBC, Hibernate, Oracle, C, C++, Microsoft Excel, Microsoft Office, VBA, JavaScript, COBOL
Education
Stevens Institute of Technology
Master of Science (M.S.), Financial Engineering
University of Electronic Science and Technology
Bachelor of Science (B.S.), Software Engineering
Jefferies September 2014 - Present
Goldman Sachs July 1997 - September 2014
Goldman Sachs Gao Hua, Beijing China January 2010 - October 2012
Education
Swarthmore College 1993 — 1997
Bachelor's Degree, Mathematics
Swarthmore College 1993 — 1997
Bachelor's Degree, B.S in Engineering
Jefferies 2013 - Present
Jefferies 2006 - 2012
Jefferies 2000 - 2006
Jefferies 1995 - 2000
Bank of America 1987 - 1995
Skills
Management, Training & Development, Global Compensation, Compensation Structures, Human Resources, Human Resource..., HR Transformation, Recruiting, Succession Planning, Mergers & Acquisitions, Talent Acquisition, Employment Law, Real Time System Design, Reporting & Analysis, Compliance Management, Auditing, Executive Management, Talent Management, Performance Management, Onboarding, Employee Engagement, Leadership Development, Deferred Compensation, Business Analysis, Broker-Dealer, Information Technology, Software Development, Strategy, Project Management, Financial Analysis, Equities
Education
University of California, Berkeley 1983 — 1988
Bachelor of Arts (B.A.), History
Credit Suisse September 2007 - Present
Jefferies April 2000 - March 2007
BHF-BANK March 1999 - March 2000
Bankers Trust Alex Brown Intl January 1998 - March 1999
Education
Texas A&M University
Bachelor of Business Administration (BBA), Finance, General
Jefferies May 2015 - July 2015
Raymond James Financial, Inc. June 2014 - August 2014
Skills
Financial Analysis, Capital IQ, Financial Modeling, Microsoft Excel, PowerPoint, Investment Banking, Microsoft Office, Valuation, Public Speaking, Corporate Finance, Financial Accounting, Bloomberg
Education
University of Florida 2014 — 2016
Master of Science (M.S.), Finance, Combined Degree Program
University of Florida 2012 — 2015
Bachelor of Science (B.S.), Finance & Accounting
Jesuit High School 2008 — 2012