Jefferies & Co.
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 Chairperson: Brian P. Friedman Headquarters: New York City, NY Parent organization: Jefferies Financial Group Number of employees: 3,885 Subsidiaries: Jefferies India Private Limited,
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Jefferies & Co. Employees
Employee
Years
Job
Industry
Bryan Broomfield, MBA Bryan Broomfield, MBA's Jefferies & Co. Experience January 2005 - December 2005
Job Business Analyst III at Federal Reserve Bank of San Francisco
Industry Banking
Experience
Federal Reserve Bank of San Francisco March 2014 - Present
Caraustar September 2011 - December 2013
Virono Minerals, Inc. August 2008 - August 2011
Napster August 2008 - April 2009
Emory University August 2006 - August 2008
j2 Global October 2005 - August 2006
Jefferies & Co. January 2005 - December 2005
TBWA\Chiat\Day 1999 - 2004
Dimensional Fund Advisors October 1996 - July 1999
Skills
Business Intelligence, Financial Reporting, Financial Analysis, financial modeling, Managerial Finance, Management Accounting, Financial Accounting, Accounting, Business Intelligence..., Cognos, TM1, SQL, Microsoft SQL Server, PeopleSoft, SAP ERP, Data Warehousing, Ad Hoc Reporting, Data Analytics, Business Analysis, General Ledger, Market Analysis, Investment Management, Economics, Project Management, Valuation, Microsoft Excel, Microsoft Office, Executive Presentations, Pivot Tables, powerpivot, Microsoft Word, PowerPoint, Notepad++, Technical Training, Adobe Acrobat, Strategic Financial..., Portfolio Management, Financial Modeling, Finance, Analysis, Corporate Finance, Fixed Income, Business Strategy, Financial Forecasting, Equities, Business Process, Strategy, Management, Capital Markets, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA, Finance
University of Southern California
B.A., Economics
University of Southern California - Marshall School of Business
BA, Economics
Federal Reserve Bank of San Francisco March 2014 - Present
Caraustar September 2011 - December 2013
Virono Minerals, Inc. August 2008 - August 2011
Napster August 2008 - April 2009
Emory University August 2006 - August 2008
j2 Global October 2005 - August 2006
Jefferies & Co. January 2005 - December 2005
TBWA\Chiat\Day 1999 - 2004
Dimensional Fund Advisors October 1996 - July 1999
Skills
Business Intelligence, Financial Reporting, Financial Analysis, financial modeling, Managerial Finance, Management Accounting, Financial Accounting, Accounting, Business Intelligence..., Cognos, TM1, SQL, Microsoft SQL Server, PeopleSoft, SAP ERP, Data Warehousing, Ad Hoc Reporting, Data Analytics, Business Analysis, General Ledger, Market Analysis, Investment Management, Economics, Project Management, Valuation, Microsoft Excel, Microsoft Office, Executive Presentations, Pivot Tables, powerpivot, Microsoft Word, PowerPoint, Notepad++, Technical Training, Adobe Acrobat, Strategic Financial..., Portfolio Management, Financial Modeling, Finance, Analysis, Corporate Finance, Fixed Income, Business Strategy, Financial Forecasting, Equities, Business Process, Strategy, Management, Capital Markets, Financial Planning
Education
Pepperdine University, The George L. Graziadio School of Business and Management 2004 — 2006
MBA, Finance
University of Southern California
B.A., Economics
University of Southern California - Marshall School of Business
BA, Economics
Alexis Lucas Alexis Lucas's Jefferies & Co. Experience January 2004 - October 2011
Job Associate Director/People Consultant, Ernst & Young
Industry Human Resources
Experience
Ernst and Young November 2011 - Present
Jefferies & Co. January 2004 - October 2011
Broadview International July 1998 - January 2004
Skills
Mergers, Employee Relations, Talent Management, Human Resources, Succession Planning, Recruiting, Talent Acquisition, Performance Management, Deferred Compensation, HRIS, Change Management, Personnel Management, Employee Engagement, Organizational..., Mergers, Strategy
Education
Columbia University
Master's
Hood College
Bachelor's, Psychology
Ernst and Young November 2011 - Present
Jefferies & Co. January 2004 - October 2011
Broadview International July 1998 - January 2004
Skills
Mergers, Employee Relations, Talent Management, Human Resources, Succession Planning, Recruiting, Talent Acquisition, Performance Management, Deferred Compensation, HRIS, Change Management, Personnel Management, Employee Engagement, Organizational..., Mergers, Strategy
Education
Columbia University
Master's
Hood College
Bachelor's, Psychology
Adam Goldston Adam Goldston's Jefferies & Co. Experience October 2003 - December 2008
Job Vice President Corporate Development at Heritage Development Organization
Industry Financial Services
Experience
Heritage Development Organization December 2012 - Present
B. Riley & Co. July 2011 - December 2012
Prospect Medical Holdings, Inc. September 2009 - March 2011
Independent Healthcare Consultant December 2008 - August 2009
Jefferies & Co. October 2003 - December 2008
Donaldson, Lufkin & Jenrette September 1999 - December 2002
Credit Suisse First Boston September 1999 - December 2002
Credit Suisse 2001 - 2002
Skills
Mergers, Investment Banking, Healthcare, Equities, Debt, Financial Services, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Claremont McKenna College 1984 — 1988
BA, Econ/Poly Sci
Heritage Development Organization December 2012 - Present
B. Riley & Co. July 2011 - December 2012
Prospect Medical Holdings, Inc. September 2009 - March 2011
Independent Healthcare Consultant December 2008 - August 2009
Jefferies & Co. October 2003 - December 2008
Donaldson, Lufkin & Jenrette September 1999 - December 2002
Credit Suisse First Boston September 1999 - December 2002
Credit Suisse 2001 - 2002
Skills
Mergers, Investment Banking, Healthcare, Equities, Debt, Financial Services, Mergers & Acquisitions
Education
UCLA Anderson School of Management 1995 — 1997
MBA, Finance
Claremont McKenna College 1984 — 1988
BA, Econ/Poly Sci
James Cook James Cook's Jefferies & Co. Experience April 2007 - April 2010
Job Director Business Development at Box
Industry Information Technology and Services
Experience
Box February 2013 - Present
Box June 2012 - February 2013
Box May 2011 - August 2011
Jefferies & Co April 2007 - April 2010
GE Commercial Finance January 2006 - March 2007
GE Commercial Finance July 2004 - January 2006
GE Commercial Finance July 2002 - July 2004
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Corporate Development, Business Strategy, Competitive Analysis, Analytics, Strategy, New Business Development, Entrepreneurship, Strategic Partnerships, SaaS, Business Development, Cloud Computing, Enterprise Software, Leveraged Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA, Management of Technology
Stanford University 1998 — 2002
Bachelor of Arts, Public Policy & Economics
Box February 2013 - Present
Box June 2012 - February 2013
Box May 2011 - August 2011
Jefferies & Co April 2007 - April 2010
GE Commercial Finance January 2006 - March 2007
GE Commercial Finance July 2004 - January 2006
GE Commercial Finance July 2002 - July 2004
Skills
Financial Modeling, Valuation, Due Diligence, Financial Analysis, Corporate Development, Business Strategy, Competitive Analysis, Analytics, Strategy, New Business Development, Entrepreneurship, Strategic Partnerships, SaaS, Business Development, Cloud Computing, Enterprise Software, Leveraged Finance
Education
University of California, Berkeley - Walter A. Haas School of Business 2010 — 2012
MBA, Management of Technology
Stanford University 1998 — 2002
Bachelor of Arts, Public Policy & Economics
Steve Koenig Steve Koenig's Jefferies & Co. Experience July 2004 - May 2007
Job Equity Analyst at Wedbush Securities
Industry Investment Management
Experience
Wedbush Securities 2012 - Present
Longbow Research 2009 - 2012
KeyBanc Capital Markets May 2007 - June 2009
Jefferies & Co. July 2004 - May 2007
Independent Consultant 2001 - 2004
Viant 1998 - 2001
Strategic Decisions Group 1994 - 1998
Oracle 1989 - 1994
Strategic Decisions Group (SDG) 1984 - 1987
IBM 1981 - 1983
Education
Harvard Business School 1987 — 1989
MBA
Stanford University 1983 — 1984
M.S.
Stanford University 1979 — 1983
B.S.
Wedbush Securities 2012 - Present
Longbow Research 2009 - 2012
KeyBanc Capital Markets May 2007 - June 2009
Jefferies & Co. July 2004 - May 2007
Independent Consultant 2001 - 2004
Viant 1998 - 2001
Strategic Decisions Group 1994 - 1998
Oracle 1989 - 1994
Strategic Decisions Group (SDG) 1984 - 1987
IBM 1981 - 1983
Education
Harvard Business School 1987 — 1989
MBA
Stanford University 1983 — 1984
M.S.
Stanford University 1979 — 1983
B.S.
Colin Ingham, PMP's Jefferies & Co. Experience October 1994 - December 2008
Job Snr Project Manager at Ares Management
Industry Information Technology and Services
Experience
The Portal Group October 2012 - March 2014
Jefferies & Company June 2009 - June 2012
Jefferies & Co October 1994 - December 2008
SystemHouse March 1992 - October 1994
SHL Systemhouse 1993 - 1994
SCE October 1988 - February 1992
Skills
Integration, PMP, Project Management, Program Management, Perl, Cross-functional Team..., SQL, Sybase, Java, Databases, E-commerce, SDLC, Mobile Applications, Team Management, DB2, Digital Media, JavaScript, Trading Systems, Technology Integration, MySQL, XML, Analysis, Management, Software Project..., Contract Negotiation, C, Project Planning, Leadership, Software Development, Agile Methodologies, IT Strategy, Requirements Analysis, Enterprise Architecture, Project Portfolio..., Ariba, Atlassian JIRA, Web Design, Alfresco, Business Analysis, PMO, Business Intelligence, Vendor Management, Java Programming, C Programming, Risk Management, Risk Assessment, Automotive, Digital Marketing, Content Management, Scrum
Education
American InterContinental University 2005 — 2006
BBA Finance, Financial Accounting, Investment Analysis, Advanced Accounting
American InterContinental University 2004 — 2005
BBA Management, Economics, Strategic planning, Statistics, Management Accounting, HR management, Marketing, Business
University of California, Los Angeles 1994 — 1996
System Analysis, Computer Science
The Portal Group October 2012 - March 2014
Jefferies & Company June 2009 - June 2012
Jefferies & Co October 1994 - December 2008
SystemHouse March 1992 - October 1994
SHL Systemhouse 1993 - 1994
SCE October 1988 - February 1992
Skills
Integration, PMP, Project Management, Program Management, Perl, Cross-functional Team..., SQL, Sybase, Java, Databases, E-commerce, SDLC, Mobile Applications, Team Management, DB2, Digital Media, JavaScript, Trading Systems, Technology Integration, MySQL, XML, Analysis, Management, Software Project..., Contract Negotiation, C, Project Planning, Leadership, Software Development, Agile Methodologies, IT Strategy, Requirements Analysis, Enterprise Architecture, Project Portfolio..., Ariba, Atlassian JIRA, Web Design, Alfresco, Business Analysis, PMO, Business Intelligence, Vendor Management, Java Programming, C Programming, Risk Management, Risk Assessment, Automotive, Digital Marketing, Content Management, Scrum
Education
American InterContinental University 2005 — 2006
BBA Finance, Financial Accounting, Investment Analysis, Advanced Accounting
American InterContinental University 2004 — 2005
BBA Management, Economics, Strategic planning, Statistics, Management Accounting, HR management, Marketing, Business
University of California, Los Angeles 1994 — 1996
System Analysis, Computer Science
Martin Kemnec, CFA's Jefferies & Co. Experience 2011 - 2014
Job Equity Analyst at Symphony Asset Management
Industry Investment Management
Experience
Symphony Asset Management 2014 - Present
Jefferies & Co 2011 - 2014
Skills
Financial Modeling, Equity Research, Financial Analysis, Valuation, Equities, Investments, Asset Managment, Due Diligence, Corporate Finance, Portfolio Management, Hedge Funds, DCF, Alternative Investments
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.)
CFA Institute
Chartered Financial Analyst
Symphony Asset Management 2014 - Present
Jefferies & Co 2011 - 2014
Skills
Financial Modeling, Equity Research, Financial Analysis, Valuation, Equities, Investments, Asset Managment, Due Diligence, Corporate Finance, Portfolio Management, Hedge Funds, DCF, Alternative Investments
Education
California Polytechnic State University-San Luis Obispo
Bachelor of Science (B.S.)
CFA Institute
Chartered Financial Analyst
Chirag Shah Chirag Shah's Jefferies & Co. Experience August 2008 - August 2012
Job Vice President at Citigroup Inc.
Industry Investment Banking
Experience
Citigroup Inc. December 2012 - Present
Jefferies & Co. August 2008 - August 2012
American Express Co. July 2003 - July 2006
Salomon Smith Barney / Citigroup July 2001 - July 2003
Skills
Corporate Finance, Debt, Mergers, Valuation, M&A experience, High Yield Bonds, LBO, Capital Markets, M&A Modeling, M&A execution, Due Diligence, Investment Banking, TMT, Leveraged Finance, Mergers
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Management & Strategy
New York University - Leonard N. Stern School of Business 1997 — 2001
B.S., Finance, Information Systems
Citigroup Inc. December 2012 - Present
Jefferies & Co. August 2008 - August 2012
American Express Co. July 2003 - July 2006
Salomon Smith Barney / Citigroup July 2001 - July 2003
Skills
Corporate Finance, Debt, Mergers, Valuation, M&A experience, High Yield Bonds, LBO, Capital Markets, M&A Modeling, M&A execution, Due Diligence, Investment Banking, TMT, Leveraged Finance, Mergers
Education
Northwestern University - Kellogg School of Management 2006 — 2008
MBA, Finance, Management & Strategy
New York University - Leonard N. Stern School of Business 1997 — 2001
B.S., Finance, Information Systems
Frank Merola Frank Merola's Jefferies & Co. Experience July 2008 - October 2012
Job Partner at Stroock & Stroock & Lavan LLP
Industry Law Practice
Experience
Stroock & Stroock & Lavan LLP October 2012 - Present
Jefferies & Co. July 2008 - October 2012
Stutman, Treister & Glatt May 1986 - June 2008
Skills
Equity Valuation, Private Equity, Debt Restructuring, Mergers, Restructuring, Recapitalizations, Bankruptcy, Due Diligence, Corporate Finance, Venture Capital, Investment Banking, Legal Advice, Portfolio Management, Securities, M&A experience, LBO, Valuation, Capital Markets, Corporate Development, Mergers & Acquisitions, Asset Management, Business Valuation, Asset Based Lending, IPO, Hedge Funds, Leveraged Finance, Divestitures, Equities, Private Placements, Financial Structuring, High Yield, Structured Finance, Mezzanine, Acquisitions, Special Situations, Capital Structure, Alternative Investments, Capital Raising, Finance, Securities Regulation, Growth Capital, Capital, Securitization, Joint Ventures, Cross-border..., Corporate Governance, Chapter 11, mergers and acquisitions, Buyouts, Middle Market
Education
University of California, Los Angeles - School of Law 1985 — 1988
JD
Georgetown University - The McDonough School of Business 1981 — 1985
BSBA, Accounting
bonanza high 1977 — 1981
Cashman
Cashman
Stroock & Stroock & Lavan LLP October 2012 - Present
Jefferies & Co. July 2008 - October 2012
Stutman, Treister & Glatt May 1986 - June 2008
Skills
Equity Valuation, Private Equity, Debt Restructuring, Mergers, Restructuring, Recapitalizations, Bankruptcy, Due Diligence, Corporate Finance, Venture Capital, Investment Banking, Legal Advice, Portfolio Management, Securities, M&A experience, LBO, Valuation, Capital Markets, Corporate Development, Mergers & Acquisitions, Asset Management, Business Valuation, Asset Based Lending, IPO, Hedge Funds, Leveraged Finance, Divestitures, Equities, Private Placements, Financial Structuring, High Yield, Structured Finance, Mezzanine, Acquisitions, Special Situations, Capital Structure, Alternative Investments, Capital Raising, Finance, Securities Regulation, Growth Capital, Capital, Securitization, Joint Ventures, Cross-border..., Corporate Governance, Chapter 11, mergers and acquisitions, Buyouts, Middle Market
Education
University of California, Los Angeles - School of Law 1985 — 1988
JD
Georgetown University - The McDonough School of Business 1981 — 1985
BSBA, Accounting
bonanza high 1977 — 1981
Cashman
Cashman
Brett Palumbo, CRPC®, CSNA's Jefferies & Co. Experience June 2003 - June 2007
Job Financial Advisor at Merrill Lynch Wealth Management
Industry Financial Services
Experience
Merrill Lynch May 2010 - Present
Ladenburg Thalmann August 2009 - April 2010
Maxim Group July 2007 - July 2009
Jefferies & Co. June 2003 - June 2007
Lehman February 2001 - May 2003
Skills
Equities, Trading, Investments, Securities, Series 7, Portfolio Management, Investment Strategies, Series 63, Wealth Management, Hedge Funds, series 66, Retirement Planning, 529 Plans, Life & Health Insurance..., Annuity Sales, Mortgage Servicing, Long Term Care Insurance, Banking Solutions, Lines Of Credit, Fixed Income Strategies, ETFs, Mutual Funds, Structured Products, Disability Insurance, Risk Management, Municipal Bonds, Monte Carlo Simulation, Preferred Stock, Closed-end Funds, Options Strategies, Asset Allocation, Options, Bonds, Investment Advisory, Series 65, Separately Managed..., Investment Management, Financial Advisory, Asset Management, Finance, Derivatives, 401k Rollovers, IRAs, Retirement, Financial Services, 401k, Trading Strategies, Strategic Financial..., High Yield, Equity Capital Markets
Education
University of Delaware - Lerner College of Business and Economics 1993 — 1997
BA, Finance, minor in Economics
Merrill Lynch May 2010 - Present
Ladenburg Thalmann August 2009 - April 2010
Maxim Group July 2007 - July 2009
Jefferies & Co. June 2003 - June 2007
Lehman February 2001 - May 2003
Skills
Equities, Trading, Investments, Securities, Series 7, Portfolio Management, Investment Strategies, Series 63, Wealth Management, Hedge Funds, series 66, Retirement Planning, 529 Plans, Life & Health Insurance..., Annuity Sales, Mortgage Servicing, Long Term Care Insurance, Banking Solutions, Lines Of Credit, Fixed Income Strategies, ETFs, Mutual Funds, Structured Products, Disability Insurance, Risk Management, Municipal Bonds, Monte Carlo Simulation, Preferred Stock, Closed-end Funds, Options Strategies, Asset Allocation, Options, Bonds, Investment Advisory, Series 65, Separately Managed..., Investment Management, Financial Advisory, Asset Management, Finance, Derivatives, 401k Rollovers, IRAs, Retirement, Financial Services, 401k, Trading Strategies, Strategic Financial..., High Yield, Equity Capital Markets
Education
University of Delaware - Lerner College of Business and Economics 1993 — 1997
BA, Finance, minor in Economics
Colin Lee Colin Lee's Jefferies & Co. Experience June 2010 - August 2010
Job Investment Analyst at Luzich Partners LLC
Industry Investment Management
Experience
Luzich Partners LLC January 2013 - Present
Jefferies & Company June 2011 - December 2012
University of Pennsylvania August 2010 - May 2011
University of Pennsylvania August 2009 - May 2011
Jefferies & Co June 2010 - August 2010
Center for Talented Development (CTD) - Northwestern University June 2008 - August 2008
Northwestern University June 2008 - August 2008
Center for Talented Development (CTD) - Northwestern University September 2007 - June 2008
Skills
Financial Modeling, Presentations, Investor Relations, Debt Restructuring, Financial Analysis, Valuation Modeling, Investment Banking, Private Equity
Education
The Wharton School, University of Pennsylvania 2008 — 2011
Bachelor of Science, Economic; Finance; Concentration
Northwestern University 2007 — 2008
Singapore American School 2003 — 2007
AYNY
Value Investment Congress
Luzich Partners LLC January 2013 - Present
Jefferies & Company June 2011 - December 2012
University of Pennsylvania August 2010 - May 2011
University of Pennsylvania August 2009 - May 2011
Jefferies & Co June 2010 - August 2010
Center for Talented Development (CTD) - Northwestern University June 2008 - August 2008
Northwestern University June 2008 - August 2008
Center for Talented Development (CTD) - Northwestern University September 2007 - June 2008
Skills
Financial Modeling, Presentations, Investor Relations, Debt Restructuring, Financial Analysis, Valuation Modeling, Investment Banking, Private Equity
Education
The Wharton School, University of Pennsylvania 2008 — 2011
Bachelor of Science, Economic; Finance; Concentration
Northwestern University 2007 — 2008
Singapore American School 2003 — 2007
AYNY
Value Investment Congress
Brian Tanquilut's Jefferies & Co. Experience May 2003 - May 2005
Job Sr. Vice President, Healthcare Services Equity Research at Jefferies & Company, Inc.
Industry Investment Banking
Experience
Jefferies & Co., Inc. May 2005 - Present
Jefferies & Co. May 2003 - May 2005
Asia United Bank Corp. July 1998 - July 2001
Skills
Healthcare, Stock Market, Equity Research, Corporate Finance, Derivatives, Valuation, Capital Markets, Equities, DCF, Investment Banking, Bloomberg, Financial Modeling, Equity Valuation, Hedge Funds
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
MBA, Finance, Accounting
Vanderbilt University 2001 — 2003
MBA, Finance, Accounting, International
Ateneo de Manila University 1994 — 1998
AB, Management Economics
Jefferies & Co., Inc. May 2005 - Present
Jefferies & Co. May 2003 - May 2005
Asia United Bank Corp. July 1998 - July 2001
Skills
Healthcare, Stock Market, Equity Research, Corporate Finance, Derivatives, Valuation, Capital Markets, Equities, DCF, Investment Banking, Bloomberg, Financial Modeling, Equity Valuation, Hedge Funds
Education
Vanderbilt University - Owen Graduate School of Management 2001 — 2003
MBA, Finance, Accounting
Vanderbilt University 2001 — 2003
MBA, Finance, Accounting, International
Ateneo de Manila University 1994 — 1998
AB, Management Economics
Julian Sherwin's Jefferies & Co. Experience June 2012 - August 2012
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
Laura Ross Grandhi Laura Ross Grandhi's Jefferies & Co. Experience July 2006 - December 2008
Job Director, Financial Planning & Analysis at Coach
Industry Financial Services
Experience
Coach September 2014 - Present
Coach July 2012 - August 2014
Morgan Stanley July 2010 - July 2012
Citi March 2010 - July 2010
Thomson Reuters March 2009 - March 2010
Jefferies & Co. July 2006 - December 2008
IBM January 2003 - June 2003
PricewaterhouseCoopers July 1998 - December 2002
Skills
Financial Modeling, Investment Banking, Valuation, Equity Research, Equities, Financial Analysis, Capital Markets, Investments, Business Strategy, Alternative Investments, IPO, Venture Capital, Derivatives, Due Diligence, Fixed Income, Corporate Development, Emerging Markets, Mergers & Acquisitions, Strategic Financial..., Management Consulting, Corporate Finance, M&A experience, Portfolio Management, Competitive Analysis, Bloomberg, Equity Valuation, Asset Management, Strategy
Education
The Wharton School of Business 2003 — 2005
MBA, Information: Strategy and Economics
University of Pennsylvania 1994 — 1998
BA, Biological Basis of Behavior
Great Neck North High
Coach September 2014 - Present
Coach July 2012 - August 2014
Morgan Stanley July 2010 - July 2012
Citi March 2010 - July 2010
Thomson Reuters March 2009 - March 2010
Jefferies & Co. July 2006 - December 2008
IBM January 2003 - June 2003
PricewaterhouseCoopers July 1998 - December 2002
Skills
Financial Modeling, Investment Banking, Valuation, Equity Research, Equities, Financial Analysis, Capital Markets, Investments, Business Strategy, Alternative Investments, IPO, Venture Capital, Derivatives, Due Diligence, Fixed Income, Corporate Development, Emerging Markets, Mergers & Acquisitions, Strategic Financial..., Management Consulting, Corporate Finance, M&A experience, Portfolio Management, Competitive Analysis, Bloomberg, Equity Valuation, Asset Management, Strategy
Education
The Wharton School of Business 2003 — 2005
MBA, Information: Strategy and Economics
University of Pennsylvania 1994 — 1998
BA, Biological Basis of Behavior
Great Neck North High
Charity Schubert's Jefferies & Co. Experience October 2011 - July 2012
Job Executive Assistant to the CIO at Visiting Nurse Service of New York
Industry Hospital & Health Care
Experience
Visiting Nurse Service of New York October 2012 - Present
The Tuttle Agency September 2012 - October 2012
Olde Towne Personnel July 2010 - October 2012
Core Staffing June 2009 - October 2012
Jefferies & Co. October 2011 - July 2012
Interbrand June 2011 - October 2011
Grey Healthcare Group October 2010 - June 2011
FullStop Collective 2011 - 2011
FullStop Collective 2011 - 2011
FullStop Collective 2011 - 2011
Skills
Theatre, Nonprofits, Non-profits, Management, Administrative..., Fundraising, Social Networking, Public Speaking, Outlook, PowerPoint, Leadership, Event Planning, Creative Writing, PeopleSoft, Office Management, Microsoft Excel, Microsoft Word, Customer Service, Fax, Ordering Office Supplies, Sales, Multi-line Phone, Online Research, Assisting Executives, Exceptional People..., Writing, Acting, Microsoft Outlook, Microsoft Publisher, Microsoft PowerPoint, People Trak, Workspeed, Filemaker Pro Databases, Copying, Paging, Scanners, Appointment Scheduling, Invoice Processing, Cash Register, Cash Handling Experience, Visio, Running Errands, Aspen Invoice Processing, Soft Skills, Office Organizing
Education
Centenary College of Louisiana 2000 — 2006
B.A., B.A., French, Theatre
Caddo Magnet High School 1996 — 2000
High School Diploma, Gifted & Talented Program; studied Drama and French
Visiting Nurse Service of New York October 2012 - Present
The Tuttle Agency September 2012 - October 2012
Olde Towne Personnel July 2010 - October 2012
Core Staffing June 2009 - October 2012
Jefferies & Co. October 2011 - July 2012
Interbrand June 2011 - October 2011
Grey Healthcare Group October 2010 - June 2011
FullStop Collective 2011 - 2011
FullStop Collective 2011 - 2011
FullStop Collective 2011 - 2011
Skills
Theatre, Nonprofits, Non-profits, Management, Administrative..., Fundraising, Social Networking, Public Speaking, Outlook, PowerPoint, Leadership, Event Planning, Creative Writing, PeopleSoft, Office Management, Microsoft Excel, Microsoft Word, Customer Service, Fax, Ordering Office Supplies, Sales, Multi-line Phone, Online Research, Assisting Executives, Exceptional People..., Writing, Acting, Microsoft Outlook, Microsoft Publisher, Microsoft PowerPoint, People Trak, Workspeed, Filemaker Pro Databases, Copying, Paging, Scanners, Appointment Scheduling, Invoice Processing, Cash Register, Cash Handling Experience, Visio, Running Errands, Aspen Invoice Processing, Soft Skills, Office Organizing
Education
Centenary College of Louisiana 2000 — 2006
B.A., B.A., French, Theatre
Caddo Magnet High School 1996 — 2000
High School Diploma, Gifted & Talented Program; studied Drama and French
Michael Mikikian Michael Mikikian's Jefferies & Co. Experience 2004 - 2009
Job Cofounder at Inforuptcy
Industry Investment Banking
Experience
Inforuptcy May 2009 - Present
Gickup March 2011 - December 2012
1stoplighting.com 2002 - 2010
Jefferies * Co 2004 - 2009
Credit Suisse First Boston 2000 - 2001
Goldman Sachs 1996 - 2000
Arthur Andersen LLP 1993 - 1996
Skills
Venture Capital, Corporate Development, Valuation, Product Development, E-commerce, Strategic Partnerships, Strategy, SaaS, Fixed Income, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA
University of California, Los Angeles 1990 — 1993
BA, Business Economics
Inforuptcy May 2009 - Present
Gickup March 2011 - December 2012
1stoplighting.com 2002 - 2010
Jefferies * Co 2004 - 2009
Credit Suisse First Boston 2000 - 2001
Goldman Sachs 1996 - 2000
Arthur Andersen LLP 1993 - 1996
Skills
Venture Capital, Corporate Development, Valuation, Product Development, E-commerce, Strategic Partnerships, Strategy, SaaS, Fixed Income, Investment Banking
Education
University of California, Los Angeles - The Anderson School of Management 2002 — 2004
MBA
University of California, Los Angeles 1990 — 1993
BA, Business Economics
Charles Birnbaum Charles Birnbaum's Jefferies & Co. Experience 2005 - 2007
Job Investor at Bessemer Venture Partners
Industry Online Media
Experience
Bessemer Venture Partners June 2013 - Present
Foursquare May 2010 - June 2013
Banc of America Securities April 2007 - April 2009
Jefferies & Co. 2005 - 2007
Deutsche Bank 2003 - 2005
Skills
Investment Banking, Venture Capital, Strategic Partnerships, Corporate Finance, Mobile Devices, Start-ups, Equity Capital Markets, Social Media, Business Development, Corporate Development, Mobile Applications, Strategy, Entrepreneurship, Financial Modeling, Analytics, Product Management
Education
Northwestern University
BA, History
University of Pennsylvania - The Wharton School
MBA & MA International Studies
Bessemer Venture Partners June 2013 - Present
Foursquare May 2010 - June 2013
Banc of America Securities April 2007 - April 2009
Jefferies & Co. 2005 - 2007
Deutsche Bank 2003 - 2005
Skills
Investment Banking, Venture Capital, Strategic Partnerships, Corporate Finance, Mobile Devices, Start-ups, Equity Capital Markets, Social Media, Business Development, Corporate Development, Mobile Applications, Strategy, Entrepreneurship, Financial Modeling, Analytics, Product Management
Education
Northwestern University
BA, History
University of Pennsylvania - The Wharton School
MBA & MA International Studies
Gregory Gianis's Jefferies & Co. Experience May 2009 - July 2009
Job Associate at Treasury Partners
Industry Financial Services
Experience
Treasury Partners January 2015 - Present
DeMatteo Monness LLC January 2014 - January 2015
Prudential Financial October 2013 - January 2014
Capitol Securities May 2012 - August 2012
Spling.com corp. October 2010 - April 2012
Treasury Partners May 2011 - August 2011
Goldman Sachs Group Inc. January 2011 - January 2011
Jefferies & Co. May 2009 - July 2009
Skills
Due Diligence, Trading, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Public Speaking, Management, Social Media, Marketing, Financial Services
Education
Bucknell University 2009 — 2013
BA, Economics
The Pingry School 2003 — 2009
Treasury Partners January 2015 - Present
DeMatteo Monness LLC January 2014 - January 2015
Prudential Financial October 2013 - January 2014
Capitol Securities May 2012 - August 2012
Spling.com corp. October 2010 - April 2012
Treasury Partners May 2011 - August 2011
Goldman Sachs Group Inc. January 2011 - January 2011
Jefferies & Co. May 2009 - July 2009
Skills
Due Diligence, Trading, Research, Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, Public Speaking, Management, Social Media, Marketing, Financial Services
Education
Bucknell University 2009 — 2013
BA, Economics
The Pingry School 2003 — 2009
Clark Coleman Clark Coleman's Jefferies & Co. Experience June 2007 - December 2008
Job Currently Retired at Second Wind
Industry Financial Services
Experience
Second Wind November 2011 - Present
Jefferies & Co June 2007 - December 2008
RBS Capital Markets January 2000 - June 2007
Deutsche Bank Securities 1995 - 2000
Deutsche Bank, NY August 1995 - December 1999
Bear Stearns Investment Bank January 1990 - July 1995
American Savings Bank June 1988 - January 1990
Financial Corp. of America, American Savings May 1983 - June 1988
Skills
Senior Banker, Mortgage..., Negotiation, Project Management, Customer Service, Editing, Microsoft Office, Microsoft Excel, Integration, Troubleshooting, Sales, Photoshop, Public Speaking
Education
Middle Tennessee State University 1969 — 1971
Bachelor's Degree, Aeronautical Administration
Miami Dade Junior College 1965 — 1967
Associate of Arts and Sciences (AAS), Aviation Administration
Second Wind November 2011 - Present
Jefferies & Co June 2007 - December 2008
RBS Capital Markets January 2000 - June 2007
Deutsche Bank Securities 1995 - 2000
Deutsche Bank, NY August 1995 - December 1999
Bear Stearns Investment Bank January 1990 - July 1995
American Savings Bank June 1988 - January 1990
Financial Corp. of America, American Savings May 1983 - June 1988
Skills
Senior Banker, Mortgage..., Negotiation, Project Management, Customer Service, Editing, Microsoft Office, Microsoft Excel, Integration, Troubleshooting, Sales, Photoshop, Public Speaking
Education
Middle Tennessee State University 1969 — 1971
Bachelor's Degree, Aeronautical Administration
Miami Dade Junior College 1965 — 1967
Associate of Arts and Sciences (AAS), Aviation Administration
Regina Bienstock Regina Bienstock's Jefferies & Co. Experience June 2001 - May 2003
Job Head of Business Operations, MARKETPLACE by ADTECH at AOL
Industry Internet
Experience
AOL July 2012 - Present
AOL December 2011 - January 2013
AOL October 2009 - December 2011
AOL LLC May 2005 - September 2010
JP Morgan November 2003 - May 2005
Jefferies & co June 2001 - May 2003
Credit Suisse First Boston July 1999 - June 2001
Skills
Financial Analysis, E-commerce, Negotiation, Yield Management, Online Advertising, Corporate Development, Financial Modeling, Strategic Partnerships, M&A experience, Valuation, Digital Media, Competitive Analysis, Mobile Devices, Digital Strategy, Business Development, New Media, Analytics, Product Management, Mobile Advertising, Content Strategy, CRM, Integrated Marketing
Education
Dartmouth College 1995 — 1999
BA, Economics
AOL July 2012 - Present
AOL December 2011 - January 2013
AOL October 2009 - December 2011
AOL LLC May 2005 - September 2010
JP Morgan November 2003 - May 2005
Jefferies & co June 2001 - May 2003
Credit Suisse First Boston July 1999 - June 2001
Skills
Financial Analysis, E-commerce, Negotiation, Yield Management, Online Advertising, Corporate Development, Financial Modeling, Strategic Partnerships, M&A experience, Valuation, Digital Media, Competitive Analysis, Mobile Devices, Digital Strategy, Business Development, New Media, Analytics, Product Management, Mobile Advertising, Content Strategy, CRM, Integrated Marketing
Education
Dartmouth College 1995 — 1999
BA, Economics
Femi Alademehin Femi Alademehin's Jefferies & Co. Experience May 2012 - August 2012
Job Finance Advisor at Dell Software
Industry Information Technology and Services
Experience
Dell Software September 2015 - Present
Dell September 2013 - February 2014
Jefferies & Co. May 2012 - August 2012
SEO 2012 - 2012
Skills
Financial Modeling, Investment Banking, Leadership, Analysis, Banking, Mergers & Acquisitions, Bloomberg, Financial Analysis, Valuation, Corporate Finance, Equities, Economics, Capital Markets, Finance, Financial Reporting
Education
University of Oklahoma 2008 — 2013
University of Oklahoma, Finance
Obafemi Awolowo University
Dell Software September 2015 - Present
Dell September 2013 - February 2014
Jefferies & Co. May 2012 - August 2012
SEO 2012 - 2012
Skills
Financial Modeling, Investment Banking, Leadership, Analysis, Banking, Mergers & Acquisitions, Bloomberg, Financial Analysis, Valuation, Corporate Finance, Equities, Economics, Capital Markets, Finance, Financial Reporting
Education
University of Oklahoma 2008 — 2013
University of Oklahoma, Finance
Obafemi Awolowo University
Edwin Chapman Jr. Edwin Chapman Jr.'s Jefferies & Co. Experience November 2004 - February 2011
Job Vice President General Industrials Group at Nomura Securities
Industry Financial Services
Experience
Nomura Securities July 2014 - Present
Teneo Capital April 2012 - July 2014
Dahlman Rose & Co. March 2011 - March 2012
Jefferies & Co. November 2004 - February 2011
Calyon Securities August 2002 - November 2004
Bear Stearns June 2001 - May 2002
Education
Howard University 1997 — 2001
BBA, Finance (Magna Cum Laude)
Nomura Securities July 2014 - Present
Teneo Capital April 2012 - July 2014
Dahlman Rose & Co. March 2011 - March 2012
Jefferies & Co. November 2004 - February 2011
Calyon Securities August 2002 - November 2004
Bear Stearns June 2001 - May 2002
Education
Howard University 1997 — 2001
BBA, Finance (Magna Cum Laude)
Joanita Ricketts Joanita Ricketts's Jefferies & Co. Experience 2005 - 2011
Job
Industry Investment Banking
Experience
MUFG Americas December 2014 - Present
N/A Independent 2012 - December 2014
Canaccord Genuity Inc. 2011 - 2012
Jefferies & Co. 2005 - 2011
Wachovia Bank November 2004 - March 2005
Calyon Securities 2001 - 2004
Bear Stearns 1999 - 2001
Skills
Investment Banking, Valuation, Private Equity, Capital Markets, Financial Modeling, Venture Capital, Equities, Corporate Development, Corporate Finance, Private Placements, Emerging Markets, LBO, Due Diligence, Hedge Funds, IPO
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS)
Howard University 1996 — 1999
BBA (magna cum laude)
MUFG Americas December 2014 - Present
N/A Independent 2012 - December 2014
Canaccord Genuity Inc. 2011 - 2012
Jefferies & Co. 2005 - 2011
Wachovia Bank November 2004 - March 2005
Calyon Securities 2001 - 2004
Bear Stearns 1999 - 2001
Skills
Investment Banking, Valuation, Private Equity, Capital Markets, Financial Modeling, Venture Capital, Equities, Corporate Development, Corporate Finance, Private Placements, Emerging Markets, LBO, Due Diligence, Hedge Funds, IPO
Education
The Johns Hopkins University 2013 — 2014
Master of Science (MS)
Howard University 1996 — 1999
BBA (magna cum laude)
Aimee Remey Aimee Remey's Jefferies & Co. Experience 2001 - 2007
Job Director, Corporate Public Relations
Industry Public Relations and Communications
Experience
Scientific Games July 2007 - September 2014
Jefferies & Co. 2001 - 2007
Merrill Lynch July 2000 - May 2001
Skills
Corporate Communications, Marketing, Integrated Marketing, Public Relations, Press Releases, B2B Marketing, Strategic Communications, Crisis Communications, Marketing Strategy, Business Development, Marketing Communications, Social Media, Mergers & Acquisitions, Investor Relations, Strategic Planning, Business Strategy, Research, Advertising, Social Media Marketing
Education
Providence College 1996 — 2000
BS, business economics and accounting
Sacred Heart 1992 — 1996
Scientific Games July 2007 - September 2014
Jefferies & Co. 2001 - 2007
Merrill Lynch July 2000 - May 2001
Skills
Corporate Communications, Marketing, Integrated Marketing, Public Relations, Press Releases, B2B Marketing, Strategic Communications, Crisis Communications, Marketing Strategy, Business Development, Marketing Communications, Social Media, Mergers & Acquisitions, Investor Relations, Strategic Planning, Business Strategy, Research, Advertising, Social Media Marketing
Education
Providence College 1996 — 2000
BS, business economics and accounting
Sacred Heart 1992 — 1996
Richard Holway Richard Holway's Jefferies & Co. Experience May 1998 - May 2002
Job Finance & Technology Consultant
Industry Financial Services
Experience
Private January 2005 - Present
Start Ups May 2010 - January 2015
Institutional Broker/Dealers January 2005 - January 2015
Harborside+ May 2002 - December 2004
Jefferies & Co May 1998 - May 2002
Investment Advisers, Inc January 1990 - May 1998
ESI: Execution Services November 1988 - December 1989
Bankers Trust November 1986 - November 1988
Skills
Trading Technology, Risk Management, Algorithms, Trading, Trading Systems, Equities, Options, Buy-side, Series 7, Securities, Institutional, Derivatives, Capital Markets, Financial Markets, Investment Banking, Compliance, Asset Management, Investments, Business Strategy, Business Analysis, Brokerage, Emerging Markets, Product Development, Product Management, Strategic Planning, Start-ups, Electronic Trading, New Business Development, Analytics, Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Finance, Equity Trading, Bonds, Venture Capital, Financial Services, Market Data, Celestial Navigation, Bloomberg
Education
New York University 1982 — 1986
ABD ED.D
Saint Michael's College 1979 — 1981
MS
Middlebury College 1975 — 1981
BA
Private January 2005 - Present
Start Ups May 2010 - January 2015
Institutional Broker/Dealers January 2005 - January 2015
Harborside+ May 2002 - December 2004
Jefferies & Co May 1998 - May 2002
Investment Advisers, Inc January 1990 - May 1998
ESI: Execution Services November 1988 - December 1989
Bankers Trust November 1986 - November 1988
Skills
Trading Technology, Risk Management, Algorithms, Trading, Trading Systems, Equities, Options, Buy-side, Series 7, Securities, Institutional, Derivatives, Capital Markets, Financial Markets, Investment Banking, Compliance, Asset Management, Investments, Business Strategy, Business Analysis, Brokerage, Emerging Markets, Product Development, Product Management, Strategic Planning, Start-ups, Electronic Trading, New Business Development, Analytics, Asset Managment, Fixed Income, Portfolio Management, Hedge Funds, Finance, Equity Trading, Bonds, Venture Capital, Financial Services, Market Data, Celestial Navigation, Bloomberg
Education
New York University 1982 — 1986
ABD ED.D
Saint Michael's College 1979 — 1981
MS
Middlebury College 1975 — 1981
BA
Carrie Ford Carrie Ford's Jefferies & Co. Experience April 2010 - Present
Job SVP at Jefferies & Company
Industry Financial Services
Experience
Jefferies & Co. April 2010 - Present
Lehman Brothers 1995 - 2005
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Brokerage, Series 7, Series 63, Corporate Finance, Options, Private Placements, Investments, Bloomberg, Equity Research, Fixed Income, Portfolio Management, Securities, Equity Trading, Private Equity, Valuation
Education
Lakehill Preparatory
The University of Texas at Austin
BA, Finance
Jefferies & Co. April 2010 - Present
Lehman Brothers 1995 - 2005
Skills
Equities, Hedge Funds, Alternative Investments, Capital Markets, Brokerage, Series 7, Series 63, Corporate Finance, Options, Private Placements, Investments, Bloomberg, Equity Research, Fixed Income, Portfolio Management, Securities, Equity Trading, Private Equity, Valuation
Education
Lakehill Preparatory
The University of Texas at Austin
BA, Finance
Mark Loddo Mark Loddo's Jefferies & Co. Experience 1998 - 2003
Job Account Executive at Swiss America Trading Corp.
Industry Financial Services
Experience
Swiss America Trading Corp. March 2015 - Present
Hard Assets Alliance 2013 - March 2015
Mauldin Economics 2013 - March 2015
Schwab Advisor Services 2005 - 2012
Boomerz 2010 - 2010
ING Funds 2003 - 2005
Jefferies & Co. 1998 - 2003
George K. Baum & Company 1998 - 1998
RBC Capital Markets 1989 - 1998
Kidder Peabody May 1987 - May 1989
Skills
ETFs, Trading, Execution Management, Securities, Portfolio Optimization, Strategic Planning, Risk Management, Financial Markets, Derivatives, Technical Analysis, Series 7, Equities, Asset Management, Investments, Mutual Funds, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds, Financial Planning, Options, Series 63, Investment Banking, Bloomberg, Banking, Trading Systems, Equity Trading, Financial Services, Electronic Trading, Commodity Risk..., Investment Advisory, FINRA, Investment Management, Financial Risk, Bonds, Investment Strategies, Financial Advisory, Equity Derivatives, Wealth Management..., Equity Research, Separately Managed..., Relationship Management, Structured Products, FX Options, Prime Brokerage
Education
Fordham Gabelli School of Business
Bachelor’s Degree, Finance/Management
Swiss America Trading Corp. March 2015 - Present
Hard Assets Alliance 2013 - March 2015
Mauldin Economics 2013 - March 2015
Schwab Advisor Services 2005 - 2012
Boomerz 2010 - 2010
ING Funds 2003 - 2005
Jefferies & Co. 1998 - 2003
George K. Baum & Company 1998 - 1998
RBC Capital Markets 1989 - 1998
Kidder Peabody May 1987 - May 1989
Skills
ETFs, Trading, Execution Management, Securities, Portfolio Optimization, Strategic Planning, Risk Management, Financial Markets, Derivatives, Technical Analysis, Series 7, Equities, Asset Management, Investments, Mutual Funds, Fixed Income, Portfolio Management, Asset Allocation, Wealth Management, Capital Markets, Alternative Investments, Hedge Funds, Financial Planning, Options, Series 63, Investment Banking, Bloomberg, Banking, Trading Systems, Equity Trading, Financial Services, Electronic Trading, Commodity Risk..., Investment Advisory, FINRA, Investment Management, Financial Risk, Bonds, Investment Strategies, Financial Advisory, Equity Derivatives, Wealth Management..., Equity Research, Separately Managed..., Relationship Management, Structured Products, FX Options, Prime Brokerage
Education
Fordham Gabelli School of Business
Bachelor’s Degree, Finance/Management
Shane Handler Shane Handler's Jefferies & Co. Experience April 2009 - May 2009
Job AOL Studios Apprentice
Industry Online Media
Experience
THEJACKSFIRM May 2013 - July 2013
New York/New Jersey Super Bowl Host Committee April 2012 - June 2012
Newmark Grubb Knight Frank April 2010 - June 2010
Jefferies & Co. April 2009 - May 2009
Boys & Girls Clubs of Northern Westchester June 2008 - August 2008
Old Hegg Turtle Sanctuary May 2008 - June 2008
Skills
Time Management
Education
High Point University 2010 — 2014
Strategic Communications
High Point University
B.A, Strategic Communication
THEJACKSFIRM May 2013 - July 2013
New York/New Jersey Super Bowl Host Committee April 2012 - June 2012
Newmark Grubb Knight Frank April 2010 - June 2010
Jefferies & Co. April 2009 - May 2009
Boys & Girls Clubs of Northern Westchester June 2008 - August 2008
Old Hegg Turtle Sanctuary May 2008 - June 2008
Skills
Time Management
Education
High Point University 2010 — 2014
Strategic Communications
High Point University
B.A, Strategic Communication
Nicholas Whitcombe's Jefferies & Co. Experience 2007 - 2008
Job Managing Director at New York Green Bank
Industry Oil & Energy
Experience
U.S. Department of Energy 2009 - February 2014
Jefferies & Co. 2007 - 2008
CIT Energy 2004 - 2007
FLEETBOSTON FINANCIAL 1998 - 2002
ING Barings May 1996 - 1998
Industrial Bank of Japan 1996 - 1997
NatWest Markets 1992 - 1996
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
MBA, Finance
Cornell University 1984 — 1988
BS
U.S. Department of Energy 2009 - February 2014
Jefferies & Co. 2007 - 2008
CIT Energy 2004 - 2007
FLEETBOSTON FINANCIAL 1998 - 2002
ING Barings May 1996 - 1998
Industrial Bank of Japan 1996 - 1997
NatWest Markets 1992 - 1996
Education
Vanderbilt University - Owen Graduate School of Management 1990 — 1992
MBA, Finance
Cornell University 1984 — 1988
BS
Phillip Lehman's Jefferies & Co. Experience July 2004 - August 2008
Job Vice President at Aquilo Partners
Industry Banking
Experience
Aquilo Partners January 2012 - Present
Montgomery & Co. August 2008 - December 2011
Jefferies & Co July 2004 - August 2008
Medtronic June 2003 - September 2003
Education
Stanford University 2000 — 2004
B.S., Chemical Engineering
Aquilo Partners January 2012 - Present
Montgomery & Co. August 2008 - December 2011
Jefferies & Co July 2004 - August 2008
Medtronic June 2003 - September 2003
Education
Stanford University 2000 — 2004
B.S., Chemical Engineering
John Soto's Jefferies & Co. Experience 1997 - 2001
Job
Industry Financial Services
Experience
Raymond James July 2006 - Present
Raymond James May 2005 - July 2006
Raymond James February 2004 - May 2005
Jefferies & Co 1997 - 2001
Skills
Securities, Trading, Equities, Electronic Trading, Series 7, Series 4, Series 9, Series 10, Series 23, Series 55, Series 63, Business Analysis, Business Reference, Capital Markets, Derivatives, Equity Capital Markets, Equity Trading, FINRA, Finance, Financial Markets, Fixed Income, Hedge Funds, Bloomberg, Mutual Funds, Options, Portfolio Management, Prime Brokerage, Referral Development, Risk Management, Team-oriented, Traders, Trading Systems, Uniform Combined State...
Education
State University of New York College at Brockport 1979 — 1983
B.S., Computer Science, Math & Economics
Raymond James July 2006 - Present
Raymond James May 2005 - July 2006
Raymond James February 2004 - May 2005
Jefferies & Co 1997 - 2001
Skills
Securities, Trading, Equities, Electronic Trading, Series 7, Series 4, Series 9, Series 10, Series 23, Series 55, Series 63, Business Analysis, Business Reference, Capital Markets, Derivatives, Equity Capital Markets, Equity Trading, FINRA, Finance, Financial Markets, Fixed Income, Hedge Funds, Bloomberg, Mutual Funds, Options, Portfolio Management, Prime Brokerage, Referral Development, Risk Management, Team-oriented, Traders, Trading Systems, Uniform Combined State...
Education
State University of New York College at Brockport 1979 — 1983
B.S., Computer Science, Math & Economics
Jim Nikolai's Jefferies & Co. Experience March 1996 - January 2009
Job Consultant
Industry Financial Services
Experience
Rodman & Renshaw April 2011 - August 2012
Hudson Securities June 2010 - April 2011
Jefferies & Co March 1996 - January 2009
Merrill Lynch July 1987 - March 1996
IBM July 1985 - July 1987
Skills
Series 7, 63, and 24, Trading Systems, Equities, Trading, Business Strategy, Investment Banking, IT Strategy, Capital Markets, Securities, Financial Modeling, Equity Trading, Hedge Funds, Electronic Trading, Business Planning, Prime Brokerage, Financial Markets, Fixed Income, Business Analysis, Financial Services, Options, Derivatives, Project Planning, Investments, Market Data, Middle Office, Back Office, Risk Management, Series 7, Bloomberg, Equity Derivatives, Vendor Management, Financial Risk
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1985
Master of Business Administration (MBA), Management Information Systems & Marketing
Syracuse University 1982 — 1984
Bachelor of Science (BS), Industrial Engineering & Operations Research
Rodman & Renshaw April 2011 - August 2012
Hudson Securities June 2010 - April 2011
Jefferies & Co March 1996 - January 2009
Merrill Lynch July 1987 - March 1996
IBM July 1985 - July 1987
Skills
Series 7, 63, and 24, Trading Systems, Equities, Trading, Business Strategy, Investment Banking, IT Strategy, Capital Markets, Securities, Financial Modeling, Equity Trading, Hedge Funds, Electronic Trading, Business Planning, Prime Brokerage, Financial Markets, Fixed Income, Business Analysis, Financial Services, Options, Derivatives, Project Planning, Investments, Market Data, Middle Office, Back Office, Risk Management, Series 7, Bloomberg, Equity Derivatives, Vendor Management, Financial Risk
Education
Syracuse University - Martin J. Whitman School of Management 1984 — 1985
Master of Business Administration (MBA), Management Information Systems & Marketing
Syracuse University 1982 — 1984
Bachelor of Science (BS), Industrial Engineering & Operations Research
Christopher J. Vandenbrande's Jefferies & Co. Experience 2004 - 2006
Job VP, Electronic Desk OMS at ITG
Industry Financial Services
Experience
ITG June 2015 - Present
Flextrade December 2010 - June 2015
Citigroup / Lava Trading September 2006 - December 2010
Jefferies & Co. 2004 - 2006
Goldman Sachs / Spear, Leeds & Kellogg 2000 - 2003
Skills
Series 7, Series 63, Series 55, Options, Electronic Trading...
Education
Muhlenberg College 1996 — 2000
BA, Business & Economics
ITG June 2015 - Present
Flextrade December 2010 - June 2015
Citigroup / Lava Trading September 2006 - December 2010
Jefferies & Co. 2004 - 2006
Goldman Sachs / Spear, Leeds & Kellogg 2000 - 2003
Skills
Series 7, Series 63, Series 55, Options, Electronic Trading...
Education
Muhlenberg College 1996 — 2000
BA, Business & Economics
Lara Clark's Jefferies & Co. Experience April 2007 - Present
Job Managing Director, Associate General Counsel at Jefferies & Co.
Industry Legal Services
Experience
Jefferies & Co. April 2007 - Present
Cantor Fitzgerald 2005 - 2007
Education
Emory University 1991 — 1995
Bachelors
Washington University in St. Louis School of Law
Jefferies & Co. April 2007 - Present
Cantor Fitzgerald 2005 - 2007
Education
Emory University 1991 — 1995
Bachelors
Washington University in St. Louis School of Law
Antonio Barakat's Jefferies & Co. Experience 1999 - 2003
Job Capital Markets at Wells Fargo Securities
Industry Financial Services
Experience
Wells Fargo Securities 2014 - Present
Morgan Stanley May 2013 - Present
Credit Suisse March 2010 - April 2013
Goldman Sachs September 2005 - June 2011
Credit Suisse 2010 - 2011
Credit Suisse 2010 - 2011
INET ATS 2005 - 2005
NYFIX 2003 - 2005
NYFIX 2003 - 2005
Jefferies & Co 1999 - 2003
Skills
Derivatives, Electronic Trading, Equities, Trading Systems, Trading, Capital Markets, Market Data, Management, Fixed Income, Investment Banking, Financial Services, Equity Derivatives, Order Management, Bloomberg, FX Options, Financial Markets, Hedge Funds, Middle Office, Equity Trading, Options, Structured Products, Low Latency, Back Office, Business Analysis, Risk Management, Securities, Portfolio Management
Education
BHS
BHS
Rutgers University-New Brunswick
Wells Fargo Securities 2014 - Present
Morgan Stanley May 2013 - Present
Credit Suisse March 2010 - April 2013
Goldman Sachs September 2005 - June 2011
Credit Suisse 2010 - 2011
Credit Suisse 2010 - 2011
INET ATS 2005 - 2005
NYFIX 2003 - 2005
NYFIX 2003 - 2005
Jefferies & Co 1999 - 2003
Skills
Derivatives, Electronic Trading, Equities, Trading Systems, Trading, Capital Markets, Market Data, Management, Fixed Income, Investment Banking, Financial Services, Equity Derivatives, Order Management, Bloomberg, FX Options, Financial Markets, Hedge Funds, Middle Office, Equity Trading, Options, Structured Products, Low Latency, Back Office, Business Analysis, Risk Management, Securities, Portfolio Management
Education
BHS
BHS
Rutgers University-New Brunswick
Jeff Giovene's Jefferies & Co. Experience August 1998 - March 2010
Job MS Infrastructure Manager ServiceNow
Industry Information Technology and Services
Experience
Presidio March 2010 - Present
Jefferies & Co. August 1998 - March 2010
JR Tobacco 1993 - 1998
Skills
ITIL, Disaster Recovery, IT Service Management, BMC Remedy, IT Management, Vendor Management, Data Center, Integration, IT Strategy, Infrastructure, SDLC, Project Management, Unix, Business Analysis, CMDB, BMC Patrol, IT Asset Management, Service Lifecycle..., ServiceNow
Education
Bergen Community College
Presidio March 2010 - Present
Jefferies & Co. August 1998 - March 2010
JR Tobacco 1993 - 1998
Skills
ITIL, Disaster Recovery, IT Service Management, BMC Remedy, IT Management, Vendor Management, Data Center, Integration, IT Strategy, Infrastructure, SDLC, Project Management, Unix, Business Analysis, CMDB, BMC Patrol, IT Asset Management, Service Lifecycle..., ServiceNow
Education
Bergen Community College
Stephen Kuo's Jefferies & Co. Experience September 1998 - February 2000
Job Associate Manager, Footwear & Leather Accessories Product Development & Production at John Varvatos Enterprises
Industry Retail
Experience
John Varvatos Enterprises August 2015 - Present
John Varvatos Enterprises December 2013 - July 2015
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) February 2013 - December 2013
Williams-Sonoma, Inc. May 2012 - February 2013
Ann Taylor September 2010 - April 2012
Ann Taylor June 2007 - September 2010
Ann Taylor August 2003 - May 2007
American Express March 2000 - July 2003
Jefferies & Co. September 1998 - February 2000
PaineWebber October 1997 - September 1998
Skills
Retail, Forecasting, Analysis, Visual Merchandising, Project Planning, E-commerce
Education
Rutgers University-New Brunswick 1993 — 1997
Bachelor of Arts in Economics, with concentrations in accounting and finance and a minor in Psycholog
John Varvatos Enterprises August 2015 - Present
John Varvatos Enterprises December 2013 - July 2015
ANN INC. (parent company of Ann Taylor, LOFT & Lou & Grey) February 2013 - December 2013
Williams-Sonoma, Inc. May 2012 - February 2013
Ann Taylor September 2010 - April 2012
Ann Taylor June 2007 - September 2010
Ann Taylor August 2003 - May 2007
American Express March 2000 - July 2003
Jefferies & Co. September 1998 - February 2000
PaineWebber October 1997 - September 1998
Skills
Retail, Forecasting, Analysis, Visual Merchandising, Project Planning, E-commerce
Education
Rutgers University-New Brunswick 1993 — 1997
Bachelor of Arts in Economics, with concentrations in accounting and finance and a minor in Psycholog
Luke Phair's Jefferies & Co. Experience May 1998 - January 2006
Job Sales at Keybanc Captial Markets
Industry Financial Services
Experience
KeyBanc Capital Markets August 2006 - Present
Jefferies & Co. May 1998 - January 2006
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
University of California, Los Angeles 1993 — 1997
KeyBanc Capital Markets August 2006 - Present
Jefferies & Co. May 1998 - January 2006
Education
University of California, Irvine - The Paul Merage School of Business 2008 — 2010
MBA
University of California, Los Angeles 1993 — 1997
Jane Thorn Leeson's Jefferies & Co. Experience April 2006 - February 2007
Job Research Lead at L2: Business Intelligence for Digital
Industry Financial Services
Experience
L2: Business Intelligence for Digital July 2014 - Present
Keybanc Capital Markets January 2011 - June 2014
ICR Inc. February 2007 - January 2011
Jefferies & Co. April 2006 - February 2007
Wells Fargo Securities August 2004 - August 2005
Morgan Stanley May 2000 - August 2003
Skills
Alternative Investments, Banking, Capital Markets, Competitive Analysis, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Investment Banking, Investor Relations, Mergers, Private Equity, Retail, Valuation
Education
Boston University 1995 — 1999
BA, Economics
L2: Business Intelligence for Digital July 2014 - Present
Keybanc Capital Markets January 2011 - June 2014
ICR Inc. February 2007 - January 2011
Jefferies & Co. April 2006 - February 2007
Wells Fargo Securities August 2004 - August 2005
Morgan Stanley May 2000 - August 2003
Skills
Alternative Investments, Banking, Capital Markets, Competitive Analysis, Corporate Finance, Equities, Equity Research, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investments, Investment Banking, Investor Relations, Mergers, Private Equity, Retail, Valuation
Education
Boston University 1995 — 1999
BA, Economics
Jeffrey Gensler's Jefferies & Co. Experience May 2007 - Present
Job Operations/PNL Analyst at Jefferies & Co
Industry Financial Services
Experience
Jefferies & Co May 2007 - Present
D.B. Zwirn & Co October 2006 - December 2006
DPM Mellon September 2004 - October 2006
Education
Kutztown University of Pennsylvania 1999 — 2003
Jefferies & Co May 2007 - Present
D.B. Zwirn & Co October 2006 - December 2006
DPM Mellon September 2004 - October 2006
Education
Kutztown University of Pennsylvania 1999 — 2003
Florence Morris's Jefferies & Co. Experience 1998 - 2000
Job QA Developer at Silver Management Group, Inc
Industry Financial Services
Experience
Silver Management Group, Inc October 2012 - Present
CITCO FUND SERVICES 2010 - October 2012
CITCO FUND SERVICES 2007 - 2009
OPEN DOOR PARTNERS LLC 2006 - 2007
GFI Group 2001 - 2004
JEFFERIES & CO 1998 - 2000
Instinet Incorporated 1996 - 1998
Popkin Software 1995 - 1996
Skills
Derivatives, Hedge Funds, SQL, Fixed Income, Equities, Capital Markets, Business Analysis, Fund Administration, Securities, VBA, VB.NET, Perl, PHP, Java, Apache, JavaScript, HTML, Oracle PL/SQL..., MySQL, Windows, Linux, Analysis, Databases
Education
Harvard University
BA, Physical Sciences
Silver Management Group, Inc October 2012 - Present
CITCO FUND SERVICES 2010 - October 2012
CITCO FUND SERVICES 2007 - 2009
OPEN DOOR PARTNERS LLC 2006 - 2007
GFI Group 2001 - 2004
JEFFERIES & CO 1998 - 2000
Instinet Incorporated 1996 - 1998
Popkin Software 1995 - 1996
Skills
Derivatives, Hedge Funds, SQL, Fixed Income, Equities, Capital Markets, Business Analysis, Fund Administration, Securities, VBA, VB.NET, Perl, PHP, Java, Apache, JavaScript, HTML, Oracle PL/SQL..., MySQL, Windows, Linux, Analysis, Databases
Education
Harvard University
BA, Physical Sciences
Chun- Kwok Cheung's Jefferies & Co. Experience December 1995 - April 2012
Job VP at Jefferies & Co
Industry Financial Services
Experience
Jefferies & Co December 1995 - April 2012
Skills
Unix C++, Java, JSP,...
Education
City University of New York-Brooklyn College 1993 — 1995
Eastern Washington University 1990 — 1993
BS, Computer İnformation System
Jefferies & Co December 1995 - April 2012
Skills
Unix C++, Java, JSP,...
Education
City University of New York-Brooklyn College 1993 — 1995
Eastern Washington University 1990 — 1993
BS, Computer İnformation System
Larry Klatzkin's Jefferies & Co. Experience August 1998 - May 2009
Job Managing Director at Rice, Voelker, LLC
Industry Investment Banking
Experience
Rice, Voelker, LLC February 2013 - Present
Klatzkin Advisors May 2009 - Present
Chapdelaine & Co. July 2009 - January 2011
Jefferies & Co. August 1998 - May 2009
Donaldson, Lufkin & Jenrette 1993 - 1998
prudential securities 1992 - 1993
shearson lehman brothers 1990 - 1991
Salomon Brothers 1985 - 1990
Morgan Stanley Smith Barney 1982 - 1984
Skills
Equities, High Yield, Capital Markets, Hedge Funds, Fixed Income, Mergers, Investment Banking, Bonds, Mergers & Acquisitions, Private Equity, Leveraged Finance, Equity Research, LBO, Valuation, Emerging Markets, Bloomberg, Series 7, Trading, Securities, Alternative Investments, Asset Management, Series 63, Investments, Private Placements, Investor Relations, Portfolio Management, Options, Equity Trading, Derivatives, Financial Markets, Electronic Trading, Trading Systems, ETFs, FINRA, Series 24, Investment Management, Venture Capital, Hedging, Financial Structuring, Credit Derivatives, Corporate Development, Structured Finance, Financial Modeling, Investment Strategies, Structured Products, IPO, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
University of Pennsylvania 1976 — 1979
Bachelor of Arts (BA), Biology and Economics
Rice, Voelker, LLC February 2013 - Present
Klatzkin Advisors May 2009 - Present
Chapdelaine & Co. July 2009 - January 2011
Jefferies & Co. August 1998 - May 2009
Donaldson, Lufkin & Jenrette 1993 - 1998
prudential securities 1992 - 1993
shearson lehman brothers 1990 - 1991
Salomon Brothers 1985 - 1990
Morgan Stanley Smith Barney 1982 - 1984
Skills
Equities, High Yield, Capital Markets, Hedge Funds, Fixed Income, Mergers, Investment Banking, Bonds, Mergers & Acquisitions, Private Equity, Leveraged Finance, Equity Research, LBO, Valuation, Emerging Markets, Bloomberg, Series 7, Trading, Securities, Alternative Investments, Asset Management, Series 63, Investments, Private Placements, Investor Relations, Portfolio Management, Options, Equity Trading, Derivatives, Financial Markets, Electronic Trading, Trading Systems, ETFs, FINRA, Series 24, Investment Management, Venture Capital, Hedging, Financial Structuring, Credit Derivatives, Corporate Development, Structured Finance, Financial Modeling, Investment Strategies, Structured Products, IPO, Mutual Funds
Education
New York University - Leonard N. Stern School of Business 1980 — 1982
MBA, Finance
University of Pennsylvania 1976 — 1979
Bachelor of Arts (BA), Biology and Economics
Joe Von Meister's Jefferies & Co. Experience January 1998 - March 2007
Job Analyst at Blackstone
Industry Financial Services
Experience
Blackstone May 2007 - Present
Jefferies & Co. January 1998 - March 2007
Jefferies 1998 - 2007
Education
University of Colorado Boulder 1977 — 1982
Blackstone May 2007 - Present
Jefferies & Co. January 1998 - March 2007
Jefferies 1998 - 2007
Education
University of Colorado Boulder 1977 — 1982
Scott Jacobson's Jefferies & Co. Experience 1999 - 2006
Job Investment Strategist at Hirtle, Callaghan & Co.
Industry Investment Management
Experience
Hirtle, Callaghan & Co. April 2015 - Present
ClearVol Capital Management LLC August 2011 - March 2015
Wedbush Securities January 2013 - April 2014
Sanford C. Bernstein August 2009 - August 2011
Capstone Global Markets June 2007 - August 2009
Jefferies & Co. 1999 - 2006
Cargill Financial Services Corp. 1995 - 1998
Skills
Hedge Funds, Equities, Equity Trading, Options, Equity Research, Trading, Alternative Investments, Bloomberg, Electronic Trading, Capital Markets, Derivatives, Series 7, Fixed Income, Trading Systems, Equity Derivatives, Business Intelligence, Securities, Financial Markets, Commodity, Asset Management, Investments, ETFs, Investment Banking, Trading Strategies, Arbitrage, Proprietary Trading, Asset Allocation, Investment Strategies, Valuation, Structured Finance, Structured Products, Portfolio Management, Quantitative Finance, Hedging, Prime Brokerage, Volatility, Investment Management, Emerging Markets, Bonds, Market Data, Equity Valuation, FX Options, Swaps
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA
The University of North Dakota 1981 — 1985
BS, BBA, Accounting and Computer Science
Hirtle, Callaghan & Co. April 2015 - Present
ClearVol Capital Management LLC August 2011 - March 2015
Wedbush Securities January 2013 - April 2014
Sanford C. Bernstein August 2009 - August 2011
Capstone Global Markets June 2007 - August 2009
Jefferies & Co. 1999 - 2006
Cargill Financial Services Corp. 1995 - 1998
Skills
Hedge Funds, Equities, Equity Trading, Options, Equity Research, Trading, Alternative Investments, Bloomberg, Electronic Trading, Capital Markets, Derivatives, Series 7, Fixed Income, Trading Systems, Equity Derivatives, Business Intelligence, Securities, Financial Markets, Commodity, Asset Management, Investments, ETFs, Investment Banking, Trading Strategies, Arbitrage, Proprietary Trading, Asset Allocation, Investment Strategies, Valuation, Structured Finance, Structured Products, Portfolio Management, Quantitative Finance, Hedging, Prime Brokerage, Volatility, Investment Management, Emerging Markets, Bonds, Market Data, Equity Valuation, FX Options, Swaps
Education
The University of Chicago - Booth School of Business 1988 — 1990
MBA
The University of North Dakota 1981 — 1985
BS, BBA, Accounting and Computer Science
John Pillsbury's Jefferies & Co. Experience September 1999 - April 2003
Job Experienced IT and Engineering Support Program Manager
Industry Government Administration
Experience
DHS Citizenship Immigration Services (USCIS) April 2008 - Present
Middletown City Schools January 2008 - April 2008
Jefferies & Co. September 1999 - April 2003
Keane, Inc. January 1998 - September 1999
US Coast Guard June 1975 - February 1998
Skills
Program Management, Government, Strategic Planning, Risk Management, Project Planning, Management Consulting, Risk Assessment, Analysis, Enterprise Architecture, IT Strategy, Governance, Public Speaking, Systems Engineering, Budgets, Project Management, Homeland Security, Business Analysis, Information Technology, Proposal Writing, Team Building, Operational Planning, SDLC, Training, Business Transformation, Public Policy, PMP, IT Management, Military, Government Contracting, Requirements Analysis, Business Process..., Information Assurance, Leadership, Operations Management, Change Management, Defense, Cross-functional Team..., Leadership Development, National Security, DoD, Emergency Management, Vendor Management, Security, PMO, Policy, Federal Government, Military Operations, Integration, Security Clearance, Process Improvement
Education
Drexel University 1977 — 1979
MSEE
US Coast Guard Academy 1971 — 1975
BSEE
DHS Citizenship Immigration Services (USCIS) April 2008 - Present
Middletown City Schools January 2008 - April 2008
Jefferies & Co. September 1999 - April 2003
Keane, Inc. January 1998 - September 1999
US Coast Guard June 1975 - February 1998
Skills
Program Management, Government, Strategic Planning, Risk Management, Project Planning, Management Consulting, Risk Assessment, Analysis, Enterprise Architecture, IT Strategy, Governance, Public Speaking, Systems Engineering, Budgets, Project Management, Homeland Security, Business Analysis, Information Technology, Proposal Writing, Team Building, Operational Planning, SDLC, Training, Business Transformation, Public Policy, PMP, IT Management, Military, Government Contracting, Requirements Analysis, Business Process..., Information Assurance, Leadership, Operations Management, Change Management, Defense, Cross-functional Team..., Leadership Development, National Security, DoD, Emergency Management, Vendor Management, Security, PMO, Policy, Federal Government, Military Operations, Integration, Security Clearance, Process Improvement
Education
Drexel University 1977 — 1979
MSEE
US Coast Guard Academy 1971 — 1975
BSEE
Ramsey El-Assal's Jefferies & Co. Experience March 2011 - 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
Harold Citron's Jefferies & Co. Experience 2000 - 2002
Job Senior Analyst at Information Clearinghouse Creditntell
Industry Financial Services
Experience
Information Clearinghouse Inc. August 2002 - Present
Jefferies & Co. 2000 - 2002
Brown Brothers Harriman January 1999 - May 2000
CIBC World Markets 1998 - 1998
NatWest Markets 1997 - 1997
Value Line 1996 - 1997
ITOCHU International Inc. 1991 - 1994
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Portfolio Management, Asset Managment, Equity Research, Investments, Risk Management, Economics, Credit Risk, Bonds, Credit, Due Diligence, Asset Management, Finance
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA
The George Washington University - School of Business 1986 — 1990
BBA, International Business
Information Clearinghouse Inc. August 2002 - Present
Jefferies & Co. 2000 - 2002
Brown Brothers Harriman January 1999 - May 2000
CIBC World Markets 1998 - 1998
NatWest Markets 1997 - 1997
Value Line 1996 - 1997
ITOCHU International Inc. 1991 - 1994
Skills
Equities, Financial Modeling, Valuation, Bloomberg, Financial Analysis, Portfolio Management, Asset Managment, Equity Research, Investments, Risk Management, Economics, Credit Risk, Bonds, Credit, Due Diligence, Asset Management, Finance
Education
Washington University in St. Louis - Olin Business School 1994 — 1996
MBA
The George Washington University - School of Business 1986 — 1990
BBA, International Business
April Alfarano's Jefferies & Co. Experience October 2004 - Present
Job Supervisory Analyst at Jefferies & Co.
Industry Financial Services
Experience
Jefferies & Co. October 2004 - Present
Blaylock & Partners May 2002 - August 2004
Banc of America Investments March 1998 - November 2000
Oppenheimer & Co. August 1996 - March 1998
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
University of Pennsylvania 1985 — 1989
BA, English
Jefferies & Co. October 2004 - Present
Blaylock & Partners May 2002 - August 2004
Banc of America Investments March 1998 - November 2000
Oppenheimer & Co. August 1996 - March 1998
Education
New York University - Leonard N. Stern School of Business 1993 — 1995
MBA, Finance
University of Pennsylvania 1985 — 1989
BA, English
Marc Hughes's Jefferies & Co. Experience January 2002 - January 2010
Job Managing Director at Mesirow Financial
Industry Investment Banking
Experience
Mesirow Financial September 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. May 2011 - September 2014
San Francisco Public Utilities Commission February 2010 - May 2011
Jefferies & Co. January 2002 - January 2010
Skills
Credit Analysis, Financial Analysis, Credit, Finance, Risk Management, Capital Markets, Fixed Income, Investment Banking, Bonds, Strategic Planning, Financial Modeling, Structured Finance, Valuation, Corporate Finance, Public Finance, Securities, Project Finance, Investments, Municipalities, Due Diligence, Economics, Securitization, Funding, Asset Management, Series 7, Economic Development
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA
California State University-Long Beach 1984 — 1989
BA, Political Science
Mesirow Financial September 2014 - Present
Mitsubishi UFJ Securities (USA), Inc. May 2011 - September 2014
San Francisco Public Utilities Commission February 2010 - May 2011
Jefferies & Co. January 2002 - January 2010
Skills
Credit Analysis, Financial Analysis, Credit, Finance, Risk Management, Capital Markets, Fixed Income, Investment Banking, Bonds, Strategic Planning, Financial Modeling, Structured Finance, Valuation, Corporate Finance, Public Finance, Securities, Project Finance, Investments, Municipalities, Due Diligence, Economics, Securitization, Funding, Asset Management, Series 7, Economic Development
Education
University of Southern California - Marshall School of Business 1995 — 1997
MBA
California State University-Long Beach 1984 — 1989
BA, Political Science
Allen H Smith's Jefferies & Co. Experience December 2002 - December 2011
Job Investment Management
Industry Financial Services
Experience
Geneva Advisors, LLC April 2012 - Present
Jefferies & Co. December 2002 - December 2011
Robertson Stephens, Inc. February 1995 - September 2002
Kidder Peabody December 1982 - December 1994
Skills
Investment Banking, Mutual Funds, Investment Management, Financial Services, Marketing, Equity Research, Series 7, Series 63, Equities, Bloomberg, Securities, Private Equity, Venture Capital, Asset Managment, Derivatives, Investment Advisory, Investments, Portfolio Management, Capital Markets, Hedge Funds, Financial Markets, Fixed Income, Equity Valuation, Bonds, Investment Strategies, FINRA, Due Diligence, Wealth Management, Asset Allocation, Electronic Trading, Trading, Equity Trading, Corporate Finance, Retirement Planning, Valuation, Alternative Investments, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 1981 — 1993
MBA, Finance
DePauw University 1977 — 1981
Bachelor of Arts, Economics
Series 7, 9, 10, 63, 65
Geneva Advisors, LLC April 2012 - Present
Jefferies & Co. December 2002 - December 2011
Robertson Stephens, Inc. February 1995 - September 2002
Kidder Peabody December 1982 - December 1994
Skills
Investment Banking, Mutual Funds, Investment Management, Financial Services, Marketing, Equity Research, Series 7, Series 63, Equities, Bloomberg, Securities, Private Equity, Venture Capital, Asset Managment, Derivatives, Investment Advisory, Investments, Portfolio Management, Capital Markets, Hedge Funds, Financial Markets, Fixed Income, Equity Valuation, Bonds, Investment Strategies, FINRA, Due Diligence, Wealth Management, Asset Allocation, Electronic Trading, Trading, Equity Trading, Corporate Finance, Retirement Planning, Valuation, Alternative Investments, Asset Management
Education
Texas Christian University - M.J. Neeley School of Business 1981 — 1993
MBA, Finance
DePauw University 1977 — 1981
Bachelor of Arts, Economics
Series 7, 9, 10, 63, 65
Alex Fonti's Jefferies & Co. Experience June 2001 - August 2011
Job Equity Sales & Trading Imperial Capital
Industry Financial Services
Experience
Imperial Capital Bancorp, Inc. and Imperial Capital Bank October 2011 - Present
Jefferies & Co. June 2001 - August 2011
Education
Georgetown University 1997 — 2001
Finance
Bergen Catholic High School 1993 — 1997
High School
Imperial Capital Bancorp, Inc. and Imperial Capital Bank October 2011 - Present
Jefferies & Co. June 2001 - August 2011
Education
Georgetown University 1997 — 2001
Finance
Bergen Catholic High School 1993 — 1997
High School
Richard Williams, CFA, CMT's Jefferies & Co. Experience 1997 - 2001
Job Research Sales Tech
Industry Computer Software
Experience
Summit Research Partners February 2014 - Present
Wall Street Research 1998 - 2015
Cross Research November 2007 - November 2013
Summit Analytic Partners 2001 - 2004
Jefferies & Co 1997 - 2001
Skills
Team Building, Strategic Planning, Business Development, Enterprise Software, Program Management, Cloud Computing, SaaS, Business Intelligence, Product Management, Strategic Partnerships, Vendor Management, Business Analysis, Software Development, E-commerce, Convertible Securities, Outsourcing, Equity Research, Data Analysis
Education
Dartmouth College
Bachelor of Arts (B.A.), Gov't and Computer Science
NYU Stern School of Business
Master of Business Administration (MBA)
Summit Research Partners February 2014 - Present
Wall Street Research 1998 - 2015
Cross Research November 2007 - November 2013
Summit Analytic Partners 2001 - 2004
Jefferies & Co 1997 - 2001
Skills
Team Building, Strategic Planning, Business Development, Enterprise Software, Program Management, Cloud Computing, SaaS, Business Intelligence, Product Management, Strategic Partnerships, Vendor Management, Business Analysis, Software Development, E-commerce, Convertible Securities, Outsourcing, Equity Research, Data Analysis
Education
Dartmouth College
Bachelor of Arts (B.A.), Gov't and Computer Science
NYU Stern School of Business
Master of Business Administration (MBA)
Ron deVries's Jefferies & Co. Experience December 2004 - September 2006
Job VP Institutional Sales and Debt Capital Markets at William Blair and Company
Industry Capital Markets
Experience
William Blair and Company May 2008 - Present
Jefferies & Co December 2004 - September 2006
Bank one 1997 - 2004
Skills
Fixed Income, Equities, Capital Markets, Series 7, Series 63
Education
Illinois State University 1970 — 1977
William Blair and Company May 2008 - Present
Jefferies & Co December 2004 - September 2006
Bank one 1997 - 2004
Skills
Fixed Income, Equities, Capital Markets, Series 7, Series 63
Education
Illinois State University 1970 — 1977
Tania Elizabeth Branez's Jefferies & Co. Experience March 2010 - Present
Job Vice President at Jefferies & Co
Industry Financial Services
Experience
Jefferies & Co March 2010 - Present
Cantor Fitzgerald August 2008 - Present
International Capital Markets, Inc April 2008 - February 2009
Bear Stearns 2000 - 2007
Education
Hofstra University 2000 — 2003
B.A.
Jefferies & Co March 2010 - Present
Cantor Fitzgerald August 2008 - Present
International Capital Markets, Inc April 2008 - February 2009
Bear Stearns 2000 - 2007
Education
Hofstra University 2000 — 2003
B.A.
Craig Mineard's Jefferies & Co. Experience February 2015 - Present
Job Managing Director, Jefferies
Industry Investment Banking
Experience
Jefferies & Co. February 2015 - Present
Bear Stearns 2001 - 2008
One Little Indian Records 1994 - 1999
Education
London Business School 1999 — 2001
EMBA
Jefferies & Co. February 2015 - Present
Bear Stearns 2001 - 2008
One Little Indian Records 1994 - 1999
Education
London Business School 1999 — 2001
EMBA
Christian Pierce's Jefferies & Co. Experience 1997 - 2004
Job Managing Member Palantir Royalties
Industry Oil & Energy
Experience
Palantir Royalties 2015 - Present
BetaZi, LLC 2013 - 2015
Prime Energy, LLC 2008 - 2012
Pali Capital 2005 - 2007
Jefferies & Co 1997 - 2004
Skills
Equities, Trading, Capital Markets, Investment Banking, Equity Trading, Bloomberg, Hedge Funds, Series 7, Equity Research, Derivatives, Investments, Securities, Risk Management
Education
University of Delaware 1990 — 1995
Bachelor of Arts (BA), Political Science and Government
Palantir Royalties 2015 - Present
BetaZi, LLC 2013 - 2015
Prime Energy, LLC 2008 - 2012
Pali Capital 2005 - 2007
Jefferies & Co 1997 - 2004
Skills
Equities, Trading, Capital Markets, Investment Banking, Equity Trading, Bloomberg, Hedge Funds, Series 7, Equity Research, Derivatives, Investments, Securities, Risk Management
Education
University of Delaware 1990 — 1995
Bachelor of Arts (BA), Political Science and Government
Jim Federlin's Jefferies & Co. Experience March 1997 - November 2007
Job Real Estate Agent for Venue Real Estate
Industry Real Estate
Experience
Venue Real Estate December 2012 - Present
Soldier Capital November 2009 - June 2010
Jesup Lamont/Empire Financial March 2008 - September 2008
Jefferies & Co March 1997 - November 2007
Lehman Brothers June 1989 - March 1997
Salomon Brothers 1979 - 1989
Skills
Real Estate Agent, Account Management, Alternative Investments, Asset Managment, Bonds, Career Strategist, Derivatives, Electronic Trading, Equities, FINRA, Financial Services, Hedge Funds, Fixed Income, Investment Strategies, Leadership, Market Making, Portfolio Management, Proprietary Trading, Referrals, Sales, Selling, Series 63, Series 24, Team Leadership, Trading, Trading Systems
Education
Nassau Community College
Associates, Liberal Arts
Venue Real Estate December 2012 - Present
Soldier Capital November 2009 - June 2010
Jesup Lamont/Empire Financial March 2008 - September 2008
Jefferies & Co March 1997 - November 2007
Lehman Brothers June 1989 - March 1997
Salomon Brothers 1979 - 1989
Skills
Real Estate Agent, Account Management, Alternative Investments, Asset Managment, Bonds, Career Strategist, Derivatives, Electronic Trading, Equities, FINRA, Financial Services, Hedge Funds, Fixed Income, Investment Strategies, Leadership, Market Making, Portfolio Management, Proprietary Trading, Referrals, Sales, Selling, Series 63, Series 24, Team Leadership, Trading, Trading Systems
Education
Nassau Community College
Associates, Liberal Arts
Frank Whalen's Jefferies & Co. Experience February 1986 - March 2006
Job Office Manager/ Sales trader at Seven Points Capital
Industry Financial Services
Experience
Seven Points Capital March 2006 - Present
Jefferies & Co. February 1986 - March 2006
Pershing, a BNY Mellon company May 1984 - February 1986
Education
City University of New York-Brooklyn College 1979 — 1984
BA, economics
City University of New York-Brooklyn College 1979 — 1984
ba, economics
Abraham Lincoln H.S. 1975 — 1979
our lady of grace 1966 — 1975
Seven Points Capital March 2006 - Present
Jefferies & Co. February 1986 - March 2006
Pershing, a BNY Mellon company May 1984 - February 1986
Education
City University of New York-Brooklyn College 1979 — 1984
BA, economics
City University of New York-Brooklyn College 1979 — 1984
ba, economics
Abraham Lincoln H.S. 1975 — 1979
our lady of grace 1966 — 1975
Bryan Welch, CFA's Jefferies & Co. Experience June 2006 - November 2007
Job Executive Director, Institutional Equity Sales at Oppenheimer & Co.
Industry Financial Services
Experience
Oppenheimer & Co. June 2011 - Present
D. A. Davidson & Co. August 2008 - May 2011
Jefferies & Co. June 2006 - November 2007
J.P. Morgan February 2002 - May 2006
Skills
Chartered Financial...
Education
University of Notre Dame 1993 — 1997
B.A., French
Deerfield Academy P.G. 1992 — 1993
St. Sebastian's 1988 — 1992
Oppenheimer & Co. June 2011 - Present
D. A. Davidson & Co. August 2008 - May 2011
Jefferies & Co. June 2006 - November 2007
J.P. Morgan February 2002 - May 2006
Skills
Chartered Financial...
Education
University of Notre Dame 1993 — 1997
B.A., French
Deerfield Academy P.G. 1992 — 1993
St. Sebastian's 1988 — 1992
Bill Painter, CFA, CMT's Jefferies & Co. Experience 2003 - 2009
Job Buy Side Asset Management | Equity Trading | Seeking New Opportunities
Industry Investment Management
Experience
Ardent Trading 2010 - 2011
Rafferty Capital Markets 2009 - 2010
Jefferies & Co. 2003 - 2009
Petros Capital 2000 - 2003
Federated Investors 1998 - 2000
Lehman Brothers 1995 - 1997
Goldman Sachs 1994 - 1995
State Teacher Retirement System of Ohio 1987 - 1994
Skills
Equities, Trading, Derivatives, Equity Trading
Education
The Ohio State University 1983 — 1987
BSBA, Dual Major - Finance and Accounting
Ardent Trading 2010 - 2011
Rafferty Capital Markets 2009 - 2010
Jefferies & Co. 2003 - 2009
Petros Capital 2000 - 2003
Federated Investors 1998 - 2000
Lehman Brothers 1995 - 1997
Goldman Sachs 1994 - 1995
State Teacher Retirement System of Ohio 1987 - 1994
Skills
Equities, Trading, Derivatives, Equity Trading
Education
The Ohio State University 1983 — 1987
BSBA, Dual Major - Finance and Accounting
Patrick Terrien's Jefferies & Co. Experience June 2009 - August 2009
Job Senior Project Director at Socratic Technologies, Inc.
Industry Research
Experience
Socratic Technologies, Inc. May 2015 - Present
Socratic Technologies September 2011 - Present
Socratic Technologies October 2010 - September 2011
Jefferies & Co June 2009 - August 2009
Skills
Social Media, Segmentation, SPSS, Research, Quantitative Research, Market Research, Marketing Research, Statistics
Education
Northwestern University 2006 — 2010
Bachelor of Arts, Economics and Math ·
Collegium Hieronymi Pragensis 2008 — 2008
Benet Academy 2002 — 2006
Socratic Technologies, Inc. May 2015 - Present
Socratic Technologies September 2011 - Present
Socratic Technologies October 2010 - September 2011
Jefferies & Co June 2009 - August 2009
Skills
Social Media, Segmentation, SPSS, Research, Quantitative Research, Market Research, Marketing Research, Statistics
Education
Northwestern University 2006 — 2010
Bachelor of Arts, Economics and Math ·
Collegium Hieronymi Pragensis 2008 — 2008
Benet Academy 2002 — 2006
Robby Tennenbaum's Jefferies & Co. Experience May 2011 - June 2013
Job Analyst at Alta Fundamental Advisers
Industry Investment Management
Experience
Alta Fundamental Advisers July 2013 - Present
Jefferies & Co. May 2011 - June 2013
Akin Gump Strauss Hauer & Feld LLP September 2008 - April 2011
Skills
Valuation, Restructuring, Private Equity, LBO, Investments, Hedge Funds, Capital Markets, Bankruptcy
Education
Columbia Law School 2005 — 2008
JD, Law
University of Pennsylvania 2002 — 2005
BA, Economics
Alta Fundamental Advisers July 2013 - Present
Jefferies & Co. May 2011 - June 2013
Akin Gump Strauss Hauer & Feld LLP September 2008 - April 2011
Skills
Valuation, Restructuring, Private Equity, LBO, Investments, Hedge Funds, Capital Markets, Bankruptcy
Education
Columbia Law School 2005 — 2008
JD, Law
University of Pennsylvania 2002 — 2005
BA, Economics
Kenneth Paulson's Jefferies & Co. Experience 2005 - 2006
Job Managing Director at Cantor Fitzgerald
Industry Financial Services
Experience
Cantor Fitzgerald March 2009 - Present
KMP Wall Street Services May 2007 - March 2009
Jefferies & Co 2005 - 2006
Deutsche Bank September 2000 - May 2005
Deutsche Bank January 1997 - September 2000
Goldman Sachs 1979 - 1997
Education
Adelphi University
BBA, Accounting
Cantor Fitzgerald March 2009 - Present
KMP Wall Street Services May 2007 - March 2009
Jefferies & Co 2005 - 2006
Deutsche Bank September 2000 - May 2005
Deutsche Bank January 1997 - September 2000
Goldman Sachs 1979 - 1997
Education
Adelphi University
BBA, Accounting
Peter Bove's Jefferies & Co. Experience June 2010 - Present
Job Vice President at Jefferies & Co.
Industry Banking
Experience
Jefferies & Co. June 2010 - Present
Credit Suisse LLC March 2009 - October 2009
Deutsche Bank August 2008 - January 2009
Deutsche Bank August 2008 - January 2009
National Financial June 1993 - May 2008
National Financial Services LLC June 1993 - May 2008
Security Pacific National Bank February 1991 - May 1993
The First Boston Corp June 1983 - February 1991
Goldman, Sachs & Co January 1980 - June 1983
The Bank of New York Co. Inc May 1977 - January 1980
Skills
Securities, Capital Markets, Management, Analysis, Corporate Actions, Equities, Leadership, Prime Brokerage, User Acceptance Testing, Financial Services, Account Reconciliation, Risk Management, Bloomberg, Hedge Funds, Fixed Income, Investment Banking, Derivatives, Middle Office
Education
Nassau Community College 1977 — 1978
Associates, Business
Jefferies & Co. June 2010 - Present
Credit Suisse LLC March 2009 - October 2009
Deutsche Bank August 2008 - January 2009
Deutsche Bank August 2008 - January 2009
National Financial June 1993 - May 2008
National Financial Services LLC June 1993 - May 2008
Security Pacific National Bank February 1991 - May 1993
The First Boston Corp June 1983 - February 1991
Goldman, Sachs & Co January 1980 - June 1983
The Bank of New York Co. Inc May 1977 - January 1980
Skills
Securities, Capital Markets, Management, Analysis, Corporate Actions, Equities, Leadership, Prime Brokerage, User Acceptance Testing, Financial Services, Account Reconciliation, Risk Management, Bloomberg, Hedge Funds, Fixed Income, Investment Banking, Derivatives, Middle Office
Education
Nassau Community College 1977 — 1978
Associates, Business
Stephen Mindnich's Jefferies & Co. Experience September 1986 - December 2008
Job Financial Services Professional
Industry Financial Services
Experience
Jefferies & Co September 1986 - December 2008
Jefferies & Company 1986 - 2008
L.F Rothschild Unterberg Towbin October 1980 - September 1986
Skills
Risk Management, Trading, Series 7, Equities, Series 63
Education
Fairfield University 1976 — 1980
BA, History Minor Political Science
Fairfield University 1976 — 1980
Bachelor of Arts, History
Jefferies & Co September 1986 - December 2008
Jefferies & Company 1986 - 2008
L.F Rothschild Unterberg Towbin October 1980 - September 1986
Skills
Risk Management, Trading, Series 7, Equities, Series 63
Education
Fairfield University 1976 — 1980
BA, History Minor Political Science
Fairfield University 1976 — 1980
Bachelor of Arts, History
Shane Handler's Jefferies & Co. Experience June 2009 - July 2009
Job Student at High Point University
Industry Internet
Experience
Newmark Knight Frank June 2011 - July 2011
at Pizza Station September 2009 - March 2010
Jefferies & Co June 2009 - July 2009
Boys and Girls Club June 2008 - July 2008
Education
High Point University 2010 — 2014
Newmark Knight Frank June 2011 - July 2011
at Pizza Station September 2009 - March 2010
Jefferies & Co June 2009 - July 2009
Boys and Girls Club June 2008 - July 2008
Education
High Point University 2010 — 2014
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS