Jefferies LLC
Industry: Investment banking company
DescriptionJefferies Group LLC is an American multinational independent investment bank and financial services company that is headquartered in New York City. The firm provides clients with capital markets and financial advisory services, institutional brokerage, securities research, and asset management. CEO: Richard B. Handler (3 Oct 2000–) Revenue: 3.2 billion USD (11/30/17) Headquarters: New York City, New York, United States Number of employees: 3,885 Parent organization: Jefferies Financial Group Subsidiaries: Jefferies India Private Limited,
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Jefferies LLC Employees
Employee
Years
Job
Industry
Benji Spanier Benji Spanier's Jefferies LLC Experience July 2011 - November 2013
Job Account Executive at StrongView
Industry Computer Software
Experience
StrongView July 2015 - Present
Applegarth Capital LLC May 2015 - Present
StrongView October 2014 - July 2015
10 West Capital LLC November 2013 - October 2014
Jefferies LLC July 2011 - November 2013
Vox Sportswear, Inc. December 2008 - December 2010
Skills
Bloomberg, Investment Banking, Valuation, Equities, Capital Markets, Hedge Funds, Fixed Income, Series 7, Investments, Financial Analysis, Alternative Investments, Derivatives, Equity Research, Bloomberg Terminal, Options, Digital Marketing, Business Development, Resume Writing, Leadership, Sales, High degree of..., Trading, Social Media, Management
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
MBA Business Bridge Certificate, Business Administration and Management
Bond University 2008 — 2008
Finance (Australia)
Georgetown Preparatory School 2002 — 2006
StrongView July 2015 - Present
Applegarth Capital LLC May 2015 - Present
StrongView October 2014 - July 2015
10 West Capital LLC November 2013 - October 2014
Jefferies LLC July 2011 - November 2013
Vox Sportswear, Inc. December 2008 - December 2010
Skills
Bloomberg, Investment Banking, Valuation, Equities, Capital Markets, Hedge Funds, Fixed Income, Series 7, Investments, Financial Analysis, Alternative Investments, Derivatives, Equity Research, Bloomberg Terminal, Options, Digital Marketing, Business Development, Resume Writing, Leadership, Sales, High degree of..., Trading, Social Media, Management
Education
Dartmouth College 2007 — 2011
Bachelor of Arts (B.A.), Economics
Dartmouth College - The Tuck School of Business at Dartmouth 2009 — 2009
MBA Business Bridge Certificate, Business Administration and Management
Bond University 2008 — 2008
Finance (Australia)
Georgetown Preparatory School 2002 — 2006
Michelle Madison Michelle Madison's Jefferies LLC Experience September 2007 - June 2009
Job Admin Assistant and EA
Industry Investment Management
Experience
Sand Hill Global Advisors March 2011 - August 2014
Jefferies LLC September 2007 - June 2009
CA Estate Preservation January 2003 - September 2007
Skills
Notary Public, Investments, Calendaring, Outlook, Calendars, Executive Support, Confidentiality, Financial Advisory, Office Management, Office Administration, Travel Arrangements, Invoicing, QuickBooks, Administration, Microsoft Office, Customer Service, Human Resources, Microsoft Excel, Microsoft Word, Event Planning, Leadership, PowerPoint, Marketing
Education
American InterContinental University 2007 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General, 4.0 GPA
Sand Hill Global Advisors March 2011 - August 2014
Jefferies LLC September 2007 - June 2009
CA Estate Preservation January 2003 - September 2007
Skills
Notary Public, Investments, Calendaring, Outlook, Calendars, Executive Support, Confidentiality, Financial Advisory, Office Management, Office Administration, Travel Arrangements, Invoicing, QuickBooks, Administration, Microsoft Office, Customer Service, Human Resources, Microsoft Excel, Microsoft Word, Event Planning, Leadership, PowerPoint, Marketing
Education
American InterContinental University 2007 — 2009
Bachelor of Business Administration (BBA), Business Administration and Management, General, 4.0 GPA
Nadine Rose Carole Nadine Rose Carole's Jefferies LLC Experience September 2013 - December 2013
Job Project Manager, Google Developer Groups at Adecco, at Google
Industry Food & Beverages
Experience
Self-Employed February 2015 - August 2015
Galley May 2014 - December 2014
Barclays Investment Bank February 2014 - May 2014
Jefferies LLC September 2013 - December 2013
International Movement ATD Fourth World September 2012 - May 2013
Columbia University August 2012 - May 2013
SCO Family of Services September 2011 - May 2012
District of Columbia Public Schools (DCPS) August 2010 - August 2011
District of Columbia Public Schools (DCPS) March 2009 - June 2010
Skills
Entrepreneurship, Project Management, Strategy, Product Development, Operations Management, Program Development, Community Development, International..., Training, Social Services, Social Networking, Nonprofits, Program Evaluation, Program Management, Microsoft Office, Human Resources, Disaster Response, French, Crisis Intervention, Research, Volunteer Management, Leadership, Education, Team Leadership, Management, Community Outreach
Education
Columbia University in the City of New York 2011 — 2013
Master of Social Work (M.S.W.), Social Enterprise Administration
Olivet Nazarene University 2005 — 2009
Bachelor of Arts (B.A.), Political Science & Communication Studies
Self-Employed February 2015 - August 2015
Galley May 2014 - December 2014
Barclays Investment Bank February 2014 - May 2014
Jefferies LLC September 2013 - December 2013
International Movement ATD Fourth World September 2012 - May 2013
Columbia University August 2012 - May 2013
SCO Family of Services September 2011 - May 2012
District of Columbia Public Schools (DCPS) August 2010 - August 2011
District of Columbia Public Schools (DCPS) March 2009 - June 2010
Skills
Entrepreneurship, Project Management, Strategy, Product Development, Operations Management, Program Development, Community Development, International..., Training, Social Services, Social Networking, Nonprofits, Program Evaluation, Program Management, Microsoft Office, Human Resources, Disaster Response, French, Crisis Intervention, Research, Volunteer Management, Leadership, Education, Team Leadership, Management, Community Outreach
Education
Columbia University in the City of New York 2011 — 2013
Master of Social Work (M.S.W.), Social Enterprise Administration
Olivet Nazarene University 2005 — 2009
Bachelor of Arts (B.A.), Political Science & Communication Studies
Steve Augustin Steve Augustin's Jefferies LLC Experience March 2007 - Present
Job Senior Vice President at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC March 2007 - Present
Bank of America December 1998 - February 2007
Bank of America December 1998 - February 2007
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's degree, Taxation
State University of New York at Albany 1992 — 1996
Accounting, Accounting
Jefferies LLC March 2007 - Present
Bank of America December 1998 - February 2007
Bank of America December 1998 - February 2007
Education
Baruch College, City University of New York (CUNY) 2014 — 2016
Master's degree, Taxation
State University of New York at Albany 1992 — 1996
Accounting, Accounting
Chris Mankiewicz Chris Mankiewicz's Jefferies LLC Experience July 2011 - Present
Job Production Coordinator at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2011 - Present
Sony Pictures Entertainment June 2008 - March 2010
Skills
People Skills, Office Administration, Order Management, Client Relations Skills, Client Billing, Billing Process, Microsoft Word, Microsoft Excel, PowerPoint, Color Printing, Bookbinding, PC building, Creative Writing, Project Management, scopist, Microsoft Office, Leadership, Photoshop, Social Media, Public Speaking, Editing, Customer Service, Unity
Education
City College of San Francisco 2011 — 2013
San Diego State University-California State University 2003 — 2006
Jefferies LLC July 2011 - Present
Sony Pictures Entertainment June 2008 - March 2010
Skills
People Skills, Office Administration, Order Management, Client Relations Skills, Client Billing, Billing Process, Microsoft Word, Microsoft Excel, PowerPoint, Color Printing, Bookbinding, PC building, Creative Writing, Project Management, scopist, Microsoft Office, Leadership, Photoshop, Social Media, Public Speaking, Editing, Customer Service, Unity
Education
City College of San Francisco 2011 — 2013
San Diego State University-California State University 2003 — 2006
Alfonso Espinal Alfonso Espinal's Jefferies LLC Experience November 2013 - Present
Job Procurement Specialist at Jefferies LLC
Industry Information Technology and Services
Experience
Jefferies LLC November 2013 - Present
Eze Castle Integration March 2007 - June 2013
Gerry Nichol July 2006 - March 2007
Skills
Project Management, Procurement, Purchasing, Purchase Orders, Vendor Management, Vendor Relationships, Inventory Management, Facilities Operations, Shipping, International Shipping, Invoice Processing, Contract Negotiation, Revenue Enhancement, Cost Saving Initiatives, Process Improvement, Outsourcing, Disaster Recovery
Education
Community College of the Air Force 1998 — 2001
High School Telecommunications of Arts and Technology 1993 — 1997
High School Diploma
Jefferies LLC November 2013 - Present
Eze Castle Integration March 2007 - June 2013
Gerry Nichol July 2006 - March 2007
Skills
Project Management, Procurement, Purchasing, Purchase Orders, Vendor Management, Vendor Relationships, Inventory Management, Facilities Operations, Shipping, International Shipping, Invoice Processing, Contract Negotiation, Revenue Enhancement, Cost Saving Initiatives, Process Improvement, Outsourcing, Disaster Recovery
Education
Community College of the Air Force 1998 — 2001
High School Telecommunications of Arts and Technology 1993 — 1997
High School Diploma
Rachel Barnes's Jefferies LLC Experience February 2014 - Present
Job Research Associate at Jefferies LLC
Industry Research
Experience
Jefferies LLC February 2014 - Present
Barnard College September 2013 - December 2013
Jefferies & Company May 2013 - August 2013
New York State Psychiatric Institute January 2012 - May 2013
Barnard College August 2012 - December 2012
Bedbug.com August 2011 - January 2012
UCLA May 2011 - August 2011
Skills
Microsoft Excel, OS X, SPSS, PC, HTML, Java
Education
Barnard College 2010 — 2014
Bachelor of Arts (B.A.), Phi Beta Kappa, Neuroscience
Jefferies LLC February 2014 - Present
Barnard College September 2013 - December 2013
Jefferies & Company May 2013 - August 2013
New York State Psychiatric Institute January 2012 - May 2013
Barnard College August 2012 - December 2012
Bedbug.com August 2011 - January 2012
UCLA May 2011 - August 2011
Skills
Microsoft Excel, OS X, SPSS, PC, HTML, Java
Education
Barnard College 2010 — 2014
Bachelor of Arts (B.A.), Phi Beta Kappa, Neuroscience
Daryl Braley's Jefferies LLC Experience May 2007 - December 2014
Job Operations Analyst / Credit Suisse Securities (USA) LLC at Credit Suisse
Industry Financial Services
Experience
Credit Suisse May 2015 - Present
LPL Financial February 2015 - March 2015
Jefferies LLC May 2007 - December 2014
Bank of America Investment Services, Inc. October 2006 - May 2007
CitiGroup - Smith Barney October 2004 - September 2006
Skills
Fixed Income, Trading, Wealth Management, Portfolio Management, Equities, Derivatives, FINRA, Capital Markets, Series 7, Private Equity, Hedge Funds, Series 63, Options, Equity Trading, Middle Office, Investor Relations, Fixed Income Trading, Series 9, 10b5-1 Plans, DSPP, Management
Education
Austin College 1987 — 1990
Business Administration & Economics
Paris Junior College 1985 — 1987
Certificate of Diploma, Business Administration, 3.0
Credit Suisse May 2015 - Present
LPL Financial February 2015 - March 2015
Jefferies LLC May 2007 - December 2014
Bank of America Investment Services, Inc. October 2006 - May 2007
CitiGroup - Smith Barney October 2004 - September 2006
Skills
Fixed Income, Trading, Wealth Management, Portfolio Management, Equities, Derivatives, FINRA, Capital Markets, Series 7, Private Equity, Hedge Funds, Series 63, Options, Equity Trading, Middle Office, Investor Relations, Fixed Income Trading, Series 9, 10b5-1 Plans, DSPP, Management
Education
Austin College 1987 — 1990
Business Administration & Economics
Paris Junior College 1985 — 1987
Certificate of Diploma, Business Administration, 3.0
Kevin Reilly's Jefferies LLC Experience September 2009 - July 2013
Job Associate at Barclays
Industry Financial Services
Experience
Barclays July 2015 - Present
Paramount Pictures June 2014 - August 2014
Univision Communications Inc. February 2014 - June 2014
Jefferies LLC September 2009 - July 2013
Deutsche Bank June 2006 - September 2009
Davis Polk & Wardwell June 2005 - August 2005
Union State Bank June 2004 - August 2004
Bridge Street Films June 2003 - August 2003
Skills
Institutional, Prime Brokerage, Asset Management, Equities, Financial Services, Mutual Funds, Series 7, Fixed Income, Securities, Alternative Investments, Series 63, Hedge Funds, Options, Trading, Equity Research, Business Development, Investment Banking, Bloomberg
Education
Columbia University in the City of New York 2013 — 2015
Master of Business Administration (MBA) Candidate, Finance and Media
Boston College 2002 — 2006
B.A., English, Philosophy
Barclays July 2015 - Present
Paramount Pictures June 2014 - August 2014
Univision Communications Inc. February 2014 - June 2014
Jefferies LLC September 2009 - July 2013
Deutsche Bank June 2006 - September 2009
Davis Polk & Wardwell June 2005 - August 2005
Union State Bank June 2004 - August 2004
Bridge Street Films June 2003 - August 2003
Skills
Institutional, Prime Brokerage, Asset Management, Equities, Financial Services, Mutual Funds, Series 7, Fixed Income, Securities, Alternative Investments, Series 63, Hedge Funds, Options, Trading, Equity Research, Business Development, Investment Banking, Bloomberg
Education
Columbia University in the City of New York 2013 — 2015
Master of Business Administration (MBA) Candidate, Finance and Media
Boston College 2002 — 2006
B.A., English, Philosophy
Andrew Kisch Andrew Kisch's Jefferies LLC Experience September 2013 - May 2014
Job Equity Research Associate at Barclays
Industry Investment Banking
Experience
Barclays August 2014 - Present
Jefferies LLC September 2013 - May 2014
Goldman Sachs July 2012 - September 2013
Goldman Sachs June 2011 - August 2011
TMT East LLC June 2010 - August 2010
Skills
Equity Research, Financial Modeling, Microsoft Excel, Microsoft Office, Data Analysis, Valuation, Bloomberg, Equities, PowerPoint, Research
Education
Columbia University in the City of New York 2008 — 2012
B.S., Computer Science
Ramaz Upper School 2004 — 2008
The Heschel School 1993 — 2004
Barclays August 2014 - Present
Jefferies LLC September 2013 - May 2014
Goldman Sachs July 2012 - September 2013
Goldman Sachs June 2011 - August 2011
TMT East LLC June 2010 - August 2010
Skills
Equity Research, Financial Modeling, Microsoft Excel, Microsoft Office, Data Analysis, Valuation, Bloomberg, Equities, PowerPoint, Research
Education
Columbia University in the City of New York 2008 — 2012
B.S., Computer Science
Ramaz Upper School 2004 — 2008
The Heschel School 1993 — 2004
Anthony Alan Tran Anthony Alan Tran's Jefferies LLC Experience November 2013 - Present
Job Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC November 2013 - Present
BNY Mellon April 2011 - November 2013
EY December 2010 - April 2011
CCG June 2009 - November 2010
Deloitte January 2008 - June 2008
Vivian Lu DDS January 2001 - December 2007
Skills
Accounting, Bloomberg, Financial Modeling, Financial Reporting, Financial Analysis, Banking, Auditing, Analysis, Tax, Account Reconciliation, Microsoft Excel, Finance, Payroll, Variance Analysis, Management
Education
California State Polytechnic University-Pomona 2002 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Mark Keppel High School
Jefferies LLC November 2013 - Present
BNY Mellon April 2011 - November 2013
EY December 2010 - April 2011
CCG June 2009 - November 2010
Deloitte January 2008 - June 2008
Vivian Lu DDS January 2001 - December 2007
Skills
Accounting, Bloomberg, Financial Modeling, Financial Reporting, Financial Analysis, Banking, Auditing, Analysis, Tax, Account Reconciliation, Microsoft Excel, Finance, Payroll, Variance Analysis, Management
Education
California State Polytechnic University-Pomona 2002 — 2007
Bachelor of Business Administration (BBA), Accounting and Finance
Mark Keppel High School
Emanuele Pirrello Emanuele Pirrello's Jefferies LLC Experience August 2009 - Present
Job Assistant Vice President at Jefferies & Company, Inc
Industry Financial Services
Experience
Jefferies LLC August 2009 - Present
Deutsche Bank March 2006 - August 2009
Merrill Lynch September 2003 - March 2006
Skills
Investment Banking, Equities, Bloomberg, Capital Markets, Financial Modeling, Hedge Funds, Investments, Derivatives, Alternative Investments, Valuation, Portfolio Management, Asset Managment, Microsoft Excel, Venture Capital, Series 7
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Investments
Jefferies LLC August 2009 - Present
Deutsche Bank March 2006 - August 2009
Merrill Lynch September 2003 - March 2006
Skills
Investment Banking, Equities, Bloomberg, Capital Markets, Financial Modeling, Hedge Funds, Investments, Derivatives, Alternative Investments, Valuation, Portfolio Management, Asset Managment, Microsoft Excel, Venture Capital, Series 7
Education
Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Finance and Investments
Jeff Pribor Jeff Pribor's Jefferies LLC Experience February 2013 - Present
Job Global Head of Maritime Investment Banking at Jefferies LLC
Industry Maritime
Experience
Jefferies LLC February 2013 - Present
General Maritime Corporation September 2004 - February 2013
ABN AMRO September 1996 - September 2002
Merrill Lynch 1985 - 1996
Education
Columbia University - Columbia Business School 1981 — 1984
MBA, Finance
Columbia Law School 1980 — 1983
JD
Yale University 1975 — 1979
BA, Econ & Poli Sci
Jefferies LLC February 2013 - Present
General Maritime Corporation September 2004 - February 2013
ABN AMRO September 1996 - September 2002
Merrill Lynch 1985 - 1996
Education
Columbia University - Columbia Business School 1981 — 1984
MBA, Finance
Columbia Law School 1980 — 1983
JD
Yale University 1975 — 1979
BA, Econ & Poli Sci
Michelle Spera Michelle Spera's Jefferies LLC Experience June 2015 - Present
Job Production Assistant/ Director
Industry Entertainment
Experience
TVG Network February 2014 - Present
Jefferies LLC June 2015 - Present
Media, Diversity, & Social Change Initiative August 2014 - August 2015
USC Campus Cruiser September 2013 - May 2015
Trojan Vision Broadcast Television August 2013 - December 2014
Applebee's October 2010 - August 2013
Skills
Communication Skills, Public Speaking, Team Leadership, Collaborative Problem..., Time Management, Employee Training, Critical Thinking, Data Entry, Customer Satisfaction, Teamwork, Conflict Resolution, Interpersonal..., Highly detail oriented, Microsoft Word, Organized Multi-tasker, Oral & Written..., Learning Quickly, People-oriented, Communication
Education
University of Southern California 2013 — 2015
Bachelor of Arts (BA), Communications
American River College 2010 — 2013
Associate of Arts (AA), Social Sciences
TVG Network February 2014 - Present
Jefferies LLC June 2015 - Present
Media, Diversity, & Social Change Initiative August 2014 - August 2015
USC Campus Cruiser September 2013 - May 2015
Trojan Vision Broadcast Television August 2013 - December 2014
Applebee's October 2010 - August 2013
Skills
Communication Skills, Public Speaking, Team Leadership, Collaborative Problem..., Time Management, Employee Training, Critical Thinking, Data Entry, Customer Satisfaction, Teamwork, Conflict Resolution, Interpersonal..., Highly detail oriented, Microsoft Word, Organized Multi-tasker, Oral & Written..., Learning Quickly, People-oriented, Communication
Education
University of Southern California 2013 — 2015
Bachelor of Arts (BA), Communications
American River College 2010 — 2013
Associate of Arts (AA), Social Sciences
Shaun Finnerty Shaun Finnerty's Jefferies LLC Experience 2006 - 2009
Job Vice President at INTL FCStone Inc.
Industry Financial Services
Experience
INTL FCStone Inc. 2010 - Present
Jefferies LLC 2006 - 2009
Lehman Brothers 2000 - 2006
Skills
Equities, Trading, Capital Markets, Asset Management, Investments, Portfolio Management, Alternative Investments, Bloomberg, Series 7, Financial Modeling
Education
Bucknell University 1995 — 1999
BSBA, Business Administration and Management, General
Delbarton School 1992 — 1995
High School
INTL FCStone Inc. 2010 - Present
Jefferies LLC 2006 - 2009
Lehman Brothers 2000 - 2006
Skills
Equities, Trading, Capital Markets, Asset Management, Investments, Portfolio Management, Alternative Investments, Bloomberg, Series 7, Financial Modeling
Education
Bucknell University 1995 — 1999
BSBA, Business Administration and Management, General
Delbarton School 1992 — 1995
High School
Kevin April Kevin April's Jefferies LLC Experience June 2009 - August 2009
Job Assistant Project Manager at HQ Development, LLC
Industry Real Estate
Experience
HQ Development, LLC September 2012 - Present
Kayne Anderson Capital Advisors June 2010 - August 2010
Jefferies LLC June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Real Estate Development, Commercial Real Estate, Adobe Creative Suite
Education
Colgate University 2008 — 2012
Philosophy and Economics
Chapman University 2009 — 2009
Brentwood School 2004 — 2008
High School Diploma
HQ Development, LLC September 2012 - Present
Kayne Anderson Capital Advisors June 2010 - August 2010
Jefferies LLC June 2009 - August 2009
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Photoshop, Social Media, Public Speaking, English, Real Estate Development, Commercial Real Estate, Adobe Creative Suite
Education
Colgate University 2008 — 2012
Philosophy and Economics
Chapman University 2009 — 2009
Brentwood School 2004 — 2008
High School Diploma
Bernice Zorilla Bernice Zorilla's Jefferies LLC Experience January 2014 - September 2015
Job California CPA
Industry Accounting
Experience
Jefferies LLC January 2014 - September 2015
Ernst & Young July 2008 - January 2014
Skills
US GAAP, CPA, Accounting, SEC filings, Auditing, External Audit, Financial Audits, Financial Reporting, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Assurance, Internal Audit, Big 4, Financial Statements, OMB Circular A-133, COSO, Hyperion Enterprise, Finance, Corporate Finance, Cash Flow, Sarbanes-Oxley, Variance Analysis, Consolidation, Financial Statement..., Statutory Accounting, Financial Statement..., Consolidated Financial..., US GAAP reporting, SEC Financial Reporting, Fund Accounting, Financial Statements..., Joint Ventures, International..., 2013 COSO Framework
Education
California State University-Northridge 2006 — 2008
Accountancy
Jefferies LLC January 2014 - September 2015
Ernst & Young July 2008 - January 2014
Skills
US GAAP, CPA, Accounting, SEC filings, Auditing, External Audit, Financial Audits, Financial Reporting, Financial Accounting, General Ledger, Sarbanes-Oxley Act, Assurance, Internal Audit, Big 4, Financial Statements, OMB Circular A-133, COSO, Hyperion Enterprise, Finance, Corporate Finance, Cash Flow, Sarbanes-Oxley, Variance Analysis, Consolidation, Financial Statement..., Statutory Accounting, Financial Statement..., Consolidated Financial..., US GAAP reporting, SEC Financial Reporting, Fund Accounting, Financial Statements..., Joint Ventures, International..., 2013 COSO Framework
Education
California State University-Northridge 2006 — 2008
Accountancy
Ann Kates's Jefferies LLC Experience 1992 - 1997
Job Business CoachConsultant and Life Coach
Industry Professional Training & Coaching
Experience
ANN KATES COACHING 2013 - Present
Consultant & Contract Work 1999 - 2014
Parental Options, Inc. 2010 - 2011
Legal Options Inc. 1997 - 2007
Jefferies LLC 1992 - 1997
Skills
Business Coaching, Life Coaching, Personal Development, Small Business, Operations Management, Facilities Management, Budget Forecasts, Vendor Management, Project Management, Employee Management, Employee Training, Real Estate Development, Property Management, Long-term Customer..., Writing and Editing, Management
Education
Martha Beck Life Coach Training 2013 — 2013
Certified Martha Beck Life Coach
California State University-Chico
Bachelor of Science (B.S.), Business Administration
UCLA Extension
Certificate in Corporate/Litigation, Attorney Assistant Training Program
ANN KATES COACHING 2013 - Present
Consultant & Contract Work 1999 - 2014
Parental Options, Inc. 2010 - 2011
Legal Options Inc. 1997 - 2007
Jefferies LLC 1992 - 1997
Skills
Business Coaching, Life Coaching, Personal Development, Small Business, Operations Management, Facilities Management, Budget Forecasts, Vendor Management, Project Management, Employee Management, Employee Training, Real Estate Development, Property Management, Long-term Customer..., Writing and Editing, Management
Education
Martha Beck Life Coach Training 2013 — 2013
Certified Martha Beck Life Coach
California State University-Chico
Bachelor of Science (B.S.), Business Administration
UCLA Extension
Certificate in Corporate/Litigation, Attorney Assistant Training Program
Evan Hockett Evan Hockett's Jefferies LLC Experience January 2014 - July 2014
Job SunGard
Industry Financial Services
Experience
SunGard Financial Systems July 2015 - Present
Morgan Stanley October 2014 - May 2015
Jefferies LLC January 2014 - July 2014
HSBC Securities August 2010 - July 2013
Goldman Sachs June 2010 - July 2010
UBS Investment Bank November 2007 - September 2009
American Home Mortgage November 2006 - August 2007
CA March 2006 - September 2006
Lehman Brothers December 2004 - March 2006
Morgan Stanley April 2004 - December 2004
Skills
Business Analysis, Time Management, Microsoft Office, SDLC, Project Management, Credit, Options, Derivatives, Change Management, Settlement, Analysis, Process Improvement, Forecasting, Equities, Trading, Fixed Income, Sales, Portfolio Management, Business Process, Risk Management
Education
New York University 2013 — 2014
Professional Certificate, Project Management
Binghamton University 1999 — 2002
B.S., Economics
SunGard Financial Systems July 2015 - Present
Morgan Stanley October 2014 - May 2015
Jefferies LLC January 2014 - July 2014
HSBC Securities August 2010 - July 2013
Goldman Sachs June 2010 - July 2010
UBS Investment Bank November 2007 - September 2009
American Home Mortgage November 2006 - August 2007
CA March 2006 - September 2006
Lehman Brothers December 2004 - March 2006
Morgan Stanley April 2004 - December 2004
Skills
Business Analysis, Time Management, Microsoft Office, SDLC, Project Management, Credit, Options, Derivatives, Change Management, Settlement, Analysis, Process Improvement, Forecasting, Equities, Trading, Fixed Income, Sales, Portfolio Management, Business Process, Risk Management
Education
New York University 2013 — 2014
Professional Certificate, Project Management
Binghamton University 1999 — 2002
B.S., Economics
Robert Sinisi Robert Sinisi's Jefferies LLC Experience July 2014 - August 2015
Job Analyst at J. Goldman & Co., L.P.
Industry Financial Services
Experience
J. Goldman & Co., L.P. September 2015 - Present
Jefferies LLC July 2014 - August 2015
Boston College September 2012 - May 2014
Jefferies & Company May 2013 - August 2013
Jump Ramp Ventures June 2012 - September 2012
Federal Reserve System September 2008 - June 2010
Skills
Derivatives, Fixed Income, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, Investment Banking, Corporate Finance, Private Equity
Education
Boston College - Carroll School of Management 2010 — 2014
B.S. Magna Cum Laude, Finance
London School of Economics and Political Science 2012 — 2012
Fixed Income Securities, Capital Markets, and the Macro Economy
J. Goldman & Co., L.P. September 2015 - Present
Jefferies LLC July 2014 - August 2015
Boston College September 2012 - May 2014
Jefferies & Company May 2013 - August 2013
Jump Ramp Ventures June 2012 - September 2012
Federal Reserve System September 2008 - June 2010
Skills
Derivatives, Fixed Income, Bloomberg, Valuation, Financial Modeling, Bloomberg Terminal, Investment Banking, Corporate Finance, Private Equity
Education
Boston College - Carroll School of Management 2010 — 2014
B.S. Magna Cum Laude, Finance
London School of Economics and Political Science 2012 — 2012
Fixed Income Securities, Capital Markets, and the Macro Economy
Austin Caito's Jefferies LLC Experience May 2015 - August 2015
Job Equity Research Summer Analyst at Jefferies
Industry Financial Services
Experience
Bentley Investment Group April 2014 - Present
Bentley University November 2013 - Present
Jefferies LLC May 2015 - August 2015
Vertical Research Partners May 2014 - August 2014
Northwestern Mutual June 2013 - September 2013
JMP Group May 2013 - June 2013
Banana Republic / Gap Inc. May 2012 - August 2012
Skills
Leadership, Bloomberg, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Word, Time Management, Accounting, Sales, Teamwork, Equity Research, Customer Service, PowerPoint, Research, Consulting
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Corporate Finance and Accounting, Presidents List & Deans List
Phillips Exeter Academy 2011 — 2012
12th
Bishop Guertin Highschool 2007 — 2011
9th-12th
Bentley Investment Group April 2014 - Present
Bentley University November 2013 - Present
Jefferies LLC May 2015 - August 2015
Vertical Research Partners May 2014 - August 2014
Northwestern Mutual June 2013 - September 2013
JMP Group May 2013 - June 2013
Banana Republic / Gap Inc. May 2012 - August 2012
Skills
Leadership, Bloomberg, Financial Analysis, Public Speaking, Microsoft Excel, Microsoft Word, Time Management, Accounting, Sales, Teamwork, Equity Research, Customer Service, PowerPoint, Research, Consulting
Education
Bentley University 2012 — 2016
Bachelor of Science (BS), Corporate Finance and Accounting, Presidents List & Deans List
Phillips Exeter Academy 2011 — 2012
12th
Bishop Guertin Highschool 2007 — 2011
9th-12th
Thomas Shochat's Jefferies LLC Experience May 2003 - September 2003
Job Manager at Abby's Millstone Baking Company
Industry Food Production
Experience
Abby's Millstone Baking Company August 2015 - Present
Pure Green Corp March 2015 - July 2015
Anodizing Industries Inc. July 2012 - December 2013
Elative November 2011 - February 2012
PEAK6 Investments LP February 2010 - October 2010
Consolidated Trading September 2004 - August 2009
Jefferies LLC May 2003 - September 2003
UBS Financial Services May 2002 - September 2002
Roth Capital Partners May 2001 - September 2001
Skills
Trading, Derivatives, Options, Equities, Financial Markets, Trading Systems, Hedge Funds, Capital Markets, Fixed Income, Risk Management, Commodity, Hedging, Financial Modeling, Electronic Trading, Anodizing, Bloomberg, Financial Risk
Education
Boston University 2000 — 2004
Bachelor of Science Business Admin., Finance, Law
Boston University 2000 — 2004
Bachelor of Business Administration (BBA), Finance
Abby's Millstone Baking Company August 2015 - Present
Pure Green Corp March 2015 - July 2015
Anodizing Industries Inc. July 2012 - December 2013
Elative November 2011 - February 2012
PEAK6 Investments LP February 2010 - October 2010
Consolidated Trading September 2004 - August 2009
Jefferies LLC May 2003 - September 2003
UBS Financial Services May 2002 - September 2002
Roth Capital Partners May 2001 - September 2001
Skills
Trading, Derivatives, Options, Equities, Financial Markets, Trading Systems, Hedge Funds, Capital Markets, Fixed Income, Risk Management, Commodity, Hedging, Financial Modeling, Electronic Trading, Anodizing, Bloomberg, Financial Risk
Education
Boston University 2000 — 2004
Bachelor of Science Business Admin., Finance, Law
Boston University 2000 — 2004
Bachelor of Business Administration (BBA), Finance
venkata thokala's Jefferies LLC Experience July 2013 - Present
Job Sr. Qlikview Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC July 2013 - Present
Morgan Stanley September 2012 - June 2013
Bank of America Merrill Lynch April 2011 - August 2012
AIG February 2010 - March 2011
Skills
QlikView Development, QlikView Administration, Data Warehousing, Cognos, Business Intelligence, QlikView
Education
Acharya Nagarjuna Vishwavidhyalayamu 2002 — 2005
Master of Computer Applications (MCA)
Jefferies LLC July 2013 - Present
Morgan Stanley September 2012 - June 2013
Bank of America Merrill Lynch April 2011 - August 2012
AIG February 2010 - March 2011
Skills
QlikView Development, QlikView Administration, Data Warehousing, Cognos, Business Intelligence, QlikView
Education
Acharya Nagarjuna Vishwavidhyalayamu 2002 — 2005
Master of Computer Applications (MCA)
Chika Sharma's Jefferies LLC Experience April 2014 - Present
Job Vice President at Jefferies LLC
Industry Banking
Experience
Jefferies LLC April 2014 - Present
Jefferies International Ltd September 2012 - March 2014
Jefferies International Ltd - London November 2009 - August 2012
Bank of Scotland (BoS) Treasury - London April 2007 - November 2009
Bank of Scotland (BoS) Treasury - London October 2005 - April 2007
Bank of Scotland (BoS) Treasury - London July 2003 - October 2005
Skills
Accounting, Excel, Data Analysis, Microsoft Excel, Financial Risk, Fixed Income, Options, Capital Markets, Middle Office, Treasury, Emerging Markets, Bloomberg, Trading, Valuation, Back Office, Derivatives, Securities
Education
Cass Business School 1998 — 2002
Bachelor of Science, Banking and International Finance
Jefferies LLC April 2014 - Present
Jefferies International Ltd September 2012 - March 2014
Jefferies International Ltd - London November 2009 - August 2012
Bank of Scotland (BoS) Treasury - London April 2007 - November 2009
Bank of Scotland (BoS) Treasury - London October 2005 - April 2007
Bank of Scotland (BoS) Treasury - London July 2003 - October 2005
Skills
Accounting, Excel, Data Analysis, Microsoft Excel, Financial Risk, Fixed Income, Options, Capital Markets, Middle Office, Treasury, Emerging Markets, Bloomberg, Trading, Valuation, Back Office, Derivatives, Securities
Education
Cass Business School 1998 — 2002
Bachelor of Science, Banking and International Finance
Alexander L. Mackinger Alexander L. Mackinger's Jefferies LLC Experience July 2011 - July 2014
Job Associate at HarbourVest Partners
Industry Venture Capital & Private Equity
Experience
HarbourVest Partners July 2014 - Present
Jefferies LLC July 2011 - July 2014
Bank Gutmann June 2010 - August 2010
First Advisory Group June 2009 - August 2009
First Advisory Group June 2008 - August 2008
Skills
Investment Banking, Due Diligence, Private Equity, Spanish, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Finance, Investments, Mergers, Venture Capital, LBO, Portfolio Management
Education
Boston University School of Law 2008 — 2011
J.D, Corporate and Finance Law
Bucknell University 2004 — 2008
B.A, International Relations and Spanish
Universidad de León
HarbourVest Partners July 2014 - Present
Jefferies LLC July 2011 - July 2014
Bank Gutmann June 2010 - August 2010
First Advisory Group June 2009 - August 2009
First Advisory Group June 2008 - August 2008
Skills
Investment Banking, Due Diligence, Private Equity, Spanish, Valuation, Financial Modeling, Corporate Finance, Financial Analysis, Capital Markets, Finance, Investments, Mergers, Venture Capital, LBO, Portfolio Management
Education
Boston University School of Law 2008 — 2011
J.D, Corporate and Finance Law
Bucknell University 2004 — 2008
B.A, International Relations and Spanish
Universidad de León
Jennifer Naranjo Jennifer Naranjo's Jefferies LLC Experience September 2012 - July 2014
Job Project Manager Business Risk & Control at Barclays Wealth and Investment Management
Industry Investment Banking
Experience
Barclays Wealth and Investment Management July 2015 - Present
Credit Suisse February 2015 - July 2015
AIG July 2014 - November 2014
Jefferies LLC September 2012 - July 2014
Jefferies LLC July 2011 - September 2012
Highland Capital Management, L.P. April 2011 - July 2011
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C. March 2010 - April 2011
Skills
Due Diligence, Investment Banking, Corporate Governance, Corporate Law, Risk Management, P&L Analysis, P&L Management, Financial Modeling, Management
Education
City University of New York-Hunter College 2008 — 2012
Bachelor's Degree, Psychology
Barclays Wealth and Investment Management July 2015 - Present
Credit Suisse February 2015 - July 2015
AIG July 2014 - November 2014
Jefferies LLC September 2012 - July 2014
Jefferies LLC July 2011 - September 2012
Highland Capital Management, L.P. April 2011 - July 2011
Borah, Goldstein, Altschuler, Nahins & Goidel, P.C. March 2010 - April 2011
Skills
Due Diligence, Investment Banking, Corporate Governance, Corporate Law, Risk Management, P&L Analysis, P&L Management, Financial Modeling, Management
Education
City University of New York-Hunter College 2008 — 2012
Bachelor's Degree, Psychology
Derek Kwong Derek Kwong's Jefferies LLC Experience January 2014 - May 2014
Job FSO Business Advisor Program Intern at EY
Industry Financial Services
Experience
EY June 2014 - Present
Jefferies LLC January 2014 - May 2014
Midori Management June 2013 - September 2013
Mirame June 2013 - August 2013
Kopali Organics June 2012 - January 2013
David J. Louie, Inc. June 2010 - August 2010
Skills
Leadership, Teamwork, Marketing Strategy, Sales, Microsoft Office, Data Entry, Customer Service, Management, Start-ups, Marketing, Time Management
Education
Binghamton University - School of Management 2012 — 2015
Bachelor of Science (Management), Finance, Junior
Georgetown University - The McDonough School of Business 2011 — 2012
Coursework towards Bachelor of Science (Business Administration), Finance
Regis High School 2007 — 2011
EY June 2014 - Present
Jefferies LLC January 2014 - May 2014
Midori Management June 2013 - September 2013
Mirame June 2013 - August 2013
Kopali Organics June 2012 - January 2013
David J. Louie, Inc. June 2010 - August 2010
Skills
Leadership, Teamwork, Marketing Strategy, Sales, Microsoft Office, Data Entry, Customer Service, Management, Start-ups, Marketing, Time Management
Education
Binghamton University - School of Management 2012 — 2015
Bachelor of Science (Management), Finance, Junior
Georgetown University - The McDonough School of Business 2011 — 2012
Coursework towards Bachelor of Science (Business Administration), Finance
Regis High School 2007 — 2011
Matthew Chun Matthew Chun's Jefferies LLC Experience June 2014 - August 2015
Job Investment Banking Associate at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2015 - Present
Jefferies LLC June 2014 - August 2015
Barclays 2011 - June 2014
Wedbush Securities July 2008 - May 2009
Wedbush Securities February 2005 - June 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Financial Analysis, Mergers, LBO, DCF
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Princeton University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Punahou School 1997 — 2000
Morgan Stanley August 2015 - Present
Jefferies LLC June 2014 - August 2015
Barclays 2011 - June 2014
Wedbush Securities July 2008 - May 2009
Wedbush Securities February 2005 - June 2008
Skills
Investment Banking, Financial Modeling, Corporate Finance, Capital Markets, Valuation, Financial Analysis, Mergers, LBO, DCF
Education
Columbia University - Columbia Business School 2009 — 2011
Master of Business Administration (MBA), Accounting and Finance
Princeton University 2000 — 2004
Bachelor of Arts (B.A.), Economics
Punahou School 1997 — 2000
Emily A Sollars Emily A Sollars's Jefferies LLC Experience October 2013 - January 2014
Job Financial Analyst at KGS Alpha
Industry Financial Services
Experience
KGS-Alpha Capital Markets, L.P. July 2014 - Present
JPMorgan Chase July 2014 - July 2014
Virtusa June 2012 - July 2014
ABN AMRO Clearing Bank N.V. May 2014 - June 2014
Jefferies LLC October 2013 - January 2014
Scotiabank August 2013 - October 2013
Citigroup July 2012 - August 2013
GrayLoeffler, LLC May 2011 - July 2011
PPL Corporation May 2008 - May 2008
Skills
Business Analysis, Financial Services, Microsoft Excel, PowerPoint, Visio, Microsoft Office, Access, Risk Management, Fixed Income, Capital Markets, Banking, Project Management, Data Analysis, Analysis, Management
Education
Connecticut College 2009 — 2012
BA, Government; Economics
Villanova University 2013 — 2013
Master Certificate in Business Analysis
University of Cape Town
Government, Economics
Boston University 2008 — 2009
The Williams School 2005 — 2008
KGS-Alpha Capital Markets, L.P. July 2014 - Present
JPMorgan Chase July 2014 - July 2014
Virtusa June 2012 - July 2014
ABN AMRO Clearing Bank N.V. May 2014 - June 2014
Jefferies LLC October 2013 - January 2014
Scotiabank August 2013 - October 2013
Citigroup July 2012 - August 2013
GrayLoeffler, LLC May 2011 - July 2011
PPL Corporation May 2008 - May 2008
Skills
Business Analysis, Financial Services, Microsoft Excel, PowerPoint, Visio, Microsoft Office, Access, Risk Management, Fixed Income, Capital Markets, Banking, Project Management, Data Analysis, Analysis, Management
Education
Connecticut College 2009 — 2012
BA, Government; Economics
Villanova University 2013 — 2013
Master Certificate in Business Analysis
University of Cape Town
Government, Economics
Boston University 2008 — 2009
The Williams School 2005 — 2008
Tim Jandovitz's Jefferies LLC Experience October 2013 - Present
Job
Industry Financial Services
Experience
Jefferies LLC October 2013 - Present
BEL 50 January 2011 - June 2013
SAC Capital 2005 - December 2010
Skills
Financial Services, Funding, Hedge Funds, Bloomberg, Business Development, Business Planning, Sales and Marketing, asset raising, Equities, Due Diligence, Asset Management, Capital Markets, Mutual Funds, Venture Capital, Alternative Investments, Valuation, Food Industry, Entrepreneurship, Strategy, Investments, Management, Private Equity, Food & Beverage
Education
Boston College 1995 — 1998
Bachelor of Arts, Cum Laude, Economics
Jefferies LLC October 2013 - Present
BEL 50 January 2011 - June 2013
SAC Capital 2005 - December 2010
Skills
Financial Services, Funding, Hedge Funds, Bloomberg, Business Development, Business Planning, Sales and Marketing, asset raising, Equities, Due Diligence, Asset Management, Capital Markets, Mutual Funds, Venture Capital, Alternative Investments, Valuation, Food Industry, Entrepreneurship, Strategy, Investments, Management, Private Equity, Food & Beverage
Education
Boston College 1995 — 1998
Bachelor of Arts, Cum Laude, Economics
Fabio Rabinovich's Jefferies LLC Experience May 2013 - August 2013
Job Investment Banking Analyst at Nomura
Industry Financial Services
Experience
Nomura July 2014 - Present
Cambridge Associates January 2014 - July 2014
Jefferies LLC May 2013 - August 2013
SOUTH STREET ADVISORS LLC June 2012 - August 2012
RAGE ARQUITECTURA June 2011 - August 2011
Skills
Proficient in MS Office..., Bloomberg, Thomson Reuters, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English
Education
Babson College 2010 — 2013
Bachelor's Degree, Business Administration and Finance, 3.6/4.0
Nomura July 2014 - Present
Cambridge Associates January 2014 - July 2014
Jefferies LLC May 2013 - August 2013
SOUTH STREET ADVISORS LLC June 2012 - August 2012
RAGE ARQUITECTURA June 2011 - August 2011
Skills
Proficient in MS Office..., Bloomberg, Thomson Reuters, Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, Customer Service, Teamwork, Financial Analysis, English
Education
Babson College 2010 — 2013
Bachelor's Degree, Business Administration and Finance, 3.6/4.0
Ryan Kunzi Ryan Kunzi's Jefferies LLC Experience June 2013 - September 2014
Job Assistant Vice President Natural Resources
Industry Investment Banking
Experience
Barclays Investment Bank September 2014 - Present
Jefferies LLC June 2013 - September 2014
Tricor Ten Section Hub, LLC March 2008 - December 2012
Shell May 2006 - March 2008
Lehman Brothers May 2005 - July 2006
Banc of America Securities May 2004 - May 2005
Wedbush Morgan Securities December 2003 - May 2004
Citigroup May 2001 - August 2001
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Claremont McKenna College 2000 — 2003
Economics
Colgate University 1999 — 2000
Economics
Barclays Investment Bank September 2014 - Present
Jefferies LLC June 2013 - September 2014
Tricor Ten Section Hub, LLC March 2008 - December 2012
Shell May 2006 - March 2008
Lehman Brothers May 2005 - July 2006
Banc of America Securities May 2004 - May 2005
Wedbush Morgan Securities December 2003 - May 2004
Citigroup May 2001 - August 2001
Education
The University of Chicago - Booth School of Business 2011 — 2013
MBA
Claremont McKenna College 2000 — 2003
Economics
Colgate University 1999 — 2000
Economics
Rex Green Rex Green's Jefferies LLC Experience July 2015 - Present
Job
Industry Investment Banking
Experience
Jefferies LLC July 2015 - Present
BB&T Capital Markets 2004 - June 2015
Advest, Inc. 2002 - 2004
Hook Media, Inc. 2000 - 2001
Advest, Inc. 1994 - 2000
KPMG 1983 - May 1994
Education
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
MBA
Jefferies LLC July 2015 - Present
BB&T Capital Markets 2004 - June 2015
Advest, Inc. 2002 - 2004
Hook Media, Inc. 2000 - 2001
Advest, Inc. 1994 - 2000
KPMG 1983 - May 1994
Education
Brown University 1978 — 1982
Bachelor of Arts (B.A.), Economics
New York University, Stern School of Business
MBA
Robert Sowinski's Jefferies LLC Experience June 2014 - July 2015
Job Sell and sell some more
Industry Financial Services
Experience
Advisors Asset Management, Inc. September 2015 - Present
Jefferies LLC June 2014 - July 2015
Citigroup September 1999 - April 2014
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Bloomberg, Hedge Funds, Securities, Investments, Bonds, Alternative Investments
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
Bachelors, Finance
Bachelor's
Advisors Asset Management, Inc. September 2015 - Present
Jefferies LLC June 2014 - July 2015
Citigroup September 1999 - April 2014
Skills
Fixed Income, Equities, Capital Markets, Derivatives, Bloomberg, Hedge Funds, Securities, Investments, Bonds, Alternative Investments
Education
Baruch College, City University of New York (CUNY) 1997 — 2000
Bachelors, Finance
Bachelor's
Benjamin Stroud's Jefferies LLC Experience July 2012 - October 2014
Job Investment Banking
Industry Banking
Experience
Jefferies LLC July 2012 - October 2014
Boston College Flynn Recreation Complex August 2008 - May 2012
Jefferies LLC June 2011 - August 2011
Bruner Wealth Management July 2009 - August 2009
Skills
Investment Banking, Wealth Management, PowerPoint, Microsoft Excel, Financial Modeling, Valuation, SPSS, Data Analysis, Microsoft Word, Microsoft Office, Research, Bloomberg, Spanish, Social Media, Financial Analysis, Corporate Finance, Bloomberg Terminal, Public Speaking, Due Diligence, Accounting, Capital IQ
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Magna Cum Laude, Finance, International Studies, Economics
Jefferies LLC July 2012 - October 2014
Boston College Flynn Recreation Complex August 2008 - May 2012
Jefferies LLC June 2011 - August 2011
Bruner Wealth Management July 2009 - August 2009
Skills
Investment Banking, Wealth Management, PowerPoint, Microsoft Excel, Financial Modeling, Valuation, SPSS, Data Analysis, Microsoft Word, Microsoft Office, Research, Bloomberg, Spanish, Social Media, Financial Analysis, Corporate Finance, Bloomberg Terminal, Public Speaking, Due Diligence, Accounting, Capital IQ
Education
Boston College 2008 — 2012
Bachelor of Science (BS), Magna Cum Laude, Finance, International Studies, Economics
Sean J. Dorsey Sean J. Dorsey's Jefferies LLC Experience March 2014 - Present
Job Equity Research at Jefferies
Industry Financial Services
Experience
Jefferies LLC March 2014 - Present
Deloitte & Touche September 2009 - February 2014
Meru Networks June 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, CPA, Finance, Market Research, Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, External Audit, Consolidation, Assurance, SEC filings, Risk Management, US GAAP, Accounting, Economics, Mergers & Acquisitions, Financial Audits, Enterprise Risk..., Analysis, Financial Accounting, GAAP, Revenue Recognition, Tax, Big 4, Financial Reporting
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science, Accounting, Finance
Bellarmine College Preparatory 2001 — 2005
Jefferies LLC March 2014 - Present
Deloitte & Touche September 2009 - February 2014
Meru Networks June 2008 - September 2008
Skills
Financial Analysis, Financial Modeling, CPA, Finance, Market Research, Internal Controls, Auditing, Sarbanes-Oxley Act, Internal Audit, External Audit, Consolidation, Assurance, SEC filings, Risk Management, US GAAP, Accounting, Economics, Mergers & Acquisitions, Financial Audits, Enterprise Risk..., Analysis, Financial Accounting, GAAP, Revenue Recognition, Tax, Big 4, Financial Reporting
Education
California Polytechnic State University-San Luis Obispo 2005 — 2009
Bachelor of Science, Accounting, Finance
Bellarmine College Preparatory 2001 — 2005
Dan Weiniger Dan Weiniger's Jefferies LLC Experience July 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Banking
Experience
Jefferies LLC July 2014 - Present
H.I.G. Growth Partners August 2013 - July 2014
American Eagle Outfitters June 2012 - August 2012
Elite Hockey Training Centers June 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Market Research, Data Analysis, Research, Equities, Retail Sales, Public Speaking, Strategy
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics major, Math minor
Phillips Exeter Academy 2008 — 2009
The Pingry School 2004 — 2008
Jefferies LLC July 2014 - Present
H.I.G. Growth Partners August 2013 - July 2014
American Eagle Outfitters June 2012 - August 2012
Elite Hockey Training Centers June 2011 - July 2011
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Microsoft Word, Financial Analysis, Market Research, Data Analysis, Research, Equities, Retail Sales, Public Speaking, Strategy
Education
Bowdoin College 2009 — 2013
Bachelor of Arts, Economics major, Math minor
Phillips Exeter Academy 2008 — 2009
The Pingry School 2004 — 2008
Aaron Newman Aaron Newman's Jefferies LLC Experience March 2015 - Present
Job Investment Banking Analyst at Jefferies Healthcare
Industry Investment Banking
Experience
Jefferies LLC March 2015 - Present
Pearl Meyer & Partners June 2013 - March 2015
Esquire Bank June 2012 - August 2012
True Action, an eBay Inc. Company June 2011 - August 2011
US Renewables Group June 2010 - August 2010
Education
Colgate University 2009 — 2013
Bachelor's Degree, Physics, Economics
University of Wollongong 2012 — 2012
Physics, Psychopharmacology
Jefferies LLC March 2015 - Present
Pearl Meyer & Partners June 2013 - March 2015
Esquire Bank June 2012 - August 2012
True Action, an eBay Inc. Company June 2011 - August 2011
US Renewables Group June 2010 - August 2010
Education
Colgate University 2009 — 2013
Bachelor's Degree, Physics, Economics
University of Wollongong 2012 — 2012
Physics, Psychopharmacology
Christopher Bixby Christopher Bixby's Jefferies LLC Experience July 2007 - June 2009
Job Associate Marketing Manager at General Mills
Industry Consumer Goods
Experience
General Mills July 2014 - Present
Anheuser-Busch InBev June 2013 - August 2013
Castle Harlan August 2009 - June 2012
CHAMP Private Equity November 2010 - June 2011
Jefferies LLC July 2007 - June 2009
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Bowdoin College 2003 — 2007
A.B., Economics / Government & Legal Studies
General Mills July 2014 - Present
Anheuser-Busch InBev June 2013 - August 2013
Castle Harlan August 2009 - June 2012
CHAMP Private Equity November 2010 - June 2011
Jefferies LLC July 2007 - June 2009
Education
Harvard Business School 2012 — 2014
Master of Business Administration (MBA)
Bowdoin College 2003 — 2007
A.B., Economics / Government & Legal Studies
Samuel Martin's Jefferies LLC Experience July 2012 - August 2014
Job Associate at Oak Hill Capital Partners
Industry Financial Services
Experience
Oak Hill Capital September 2014 - Present
Jefferies LLC July 2012 - August 2014
Jefferies LLC June 2011 - August 2011
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Classical Studies
The Tuck School of Business at Dartmouth 2010 — 2010
Tuck Business Bridge Program
Oak Hill Capital September 2014 - Present
Jefferies LLC July 2012 - August 2014
Jefferies LLC June 2011 - August 2011
Education
Bowdoin College 2008 — 2012
Bachelor of Arts (B.A.), Economics and Classical Studies
The Tuck School of Business at Dartmouth 2010 — 2010
Tuck Business Bridge Program
Ryan Stroud Ryan Stroud's Jefferies LLC Experience August 2011 - June 2013
Job Vice President at Nomura
Industry Investment Banking
Experience
Nomura August 2014 - Present
J.P. Morgan July 2013 - July 2014
Jefferies LLC August 2011 - June 2013
Schneider Downs Corporate Finance November 2010 - April 2011
3 Rivers Capital October 2010 - February 2011
The Gores Group June 2010 - August 2010
Ernst and Young LLP 2007 - 2009
Office of Daniel Kawczynski, Member of Parliament (MP), House of Commons June 2006 - August 2006
US House of Representatives - Michael Burgess 2004 - 2005
Texas State Senator Jane Nelson 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Microsoft Office, Pitch Books, DCF Valuation, Transaction Experience, Investment Banking, LBO, Capital IQ, Economics, Financial Reporting, Business Valuation, Analysis, Bloomberg, Private Equity, Leadership, Strategy, Due Diligence
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Finance, Accounting, Economics, Entrepreneurship, Strategy
Texas A&M University 2005 — 2007
MPA, Transfer Pricing, International Affairs, Public Policy
Baylor University 2000 — 2004
BA, Political Science, Accounting, Economics
Nomura August 2014 - Present
J.P. Morgan July 2013 - July 2014
Jefferies LLC August 2011 - June 2013
Schneider Downs Corporate Finance November 2010 - April 2011
3 Rivers Capital October 2010 - February 2011
The Gores Group June 2010 - August 2010
Ernst and Young LLP 2007 - 2009
Office of Daniel Kawczynski, Member of Parliament (MP), House of Commons June 2006 - August 2006
US House of Representatives - Michael Burgess 2004 - 2005
Texas State Senator Jane Nelson 2004 - 2005
Skills
Financial Analysis, Financial Modeling, Corporate Finance, Valuation, Microsoft Office, Pitch Books, DCF Valuation, Transaction Experience, Investment Banking, LBO, Capital IQ, Economics, Financial Reporting, Business Valuation, Analysis, Bloomberg, Private Equity, Leadership, Strategy, Due Diligence
Education
Carnegie Mellon University - Tepper School of Business 2009 — 2011
MBA, Finance, Accounting, Economics, Entrepreneurship, Strategy
Texas A&M University 2005 — 2007
MPA, Transfer Pricing, International Affairs, Public Policy
Baylor University 2000 — 2004
BA, Political Science, Accounting, Economics
David T. Wong David T. Wong's Jefferies LLC Experience May 2010 - October 2013
Job Executive Director at Mitsubishi UFJ Securities
Industry Financial Services
Experience
Mitsubishi UFJ Securities October 2013 - Present
Jefferies LLC May 2010 - October 2013
Jefferies LLC June 2008 - October 2013
Goldman Sachs April 2008 - June 2008
Morgan Stanley July 2000 - April 2008
Ernst & Young November 1998 - July 2000
Edward Isaacs and Company (acquired by McGladrey) November 1996 - November 1998
Skills
FX Options, Managerial Finance, Emerging Markets, Hedge Funds, Valuation, Bloomberg, Financial Modeling, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Banking, Auditing, Accounting, Capital Markets, Derivatives, Finance, Financial Services, Mergers
Education
Binghamton University - School of Management 1995 — 1996
MS, Accounting
Binghamton University - School of Management 1992 — 1995
BS, Accounting
Mitsubishi UFJ Securities October 2013 - Present
Jefferies LLC May 2010 - October 2013
Jefferies LLC June 2008 - October 2013
Goldman Sachs April 2008 - June 2008
Morgan Stanley July 2000 - April 2008
Ernst & Young November 1998 - July 2000
Edward Isaacs and Company (acquired by McGladrey) November 1996 - November 1998
Skills
FX Options, Managerial Finance, Emerging Markets, Hedge Funds, Valuation, Bloomberg, Financial Modeling, Alternative Investments, Private Equity, Fixed Income, Equities, Investment Banking, Auditing, Accounting, Capital Markets, Derivatives, Finance, Financial Services, Mergers
Education
Binghamton University - School of Management 1995 — 1996
MS, Accounting
Binghamton University - School of Management 1992 — 1995
BS, Accounting
Adam Neale's Jefferies LLC Experience May 2002 - January 2011
Job President/Owner of Soil, Water, & Air Technologies (S.W.A.T. Environmental)
Industry Environmental Services
Experience
Jefferies LLC May 2002 - January 2011
Adams Harkness January 1999 - April 2002
Skills
Start-ups, Entrepreneurship, Cleantech, Strategic Partnerships, Venture Capital, Corporate Development, Strategy, Asset Management, Valuation, Financial Modeling, Business Strategy, Customer Service, Management Consulting, Risk Management, Business Development, Strategic Planning, Equities, Corporate Finance, Capital Markets, Infrastructure, Management, New Business Development, Radon Mitigation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Boston University 1991 — 1995
Bachelor's degree, Environmental Analysis & Policy
Jefferies LLC May 2002 - January 2011
Adams Harkness January 1999 - April 2002
Skills
Start-ups, Entrepreneurship, Cleantech, Strategic Partnerships, Venture Capital, Corporate Development, Strategy, Asset Management, Valuation, Financial Modeling, Business Strategy, Customer Service, Management Consulting, Risk Management, Business Development, Strategic Planning, Equities, Corporate Finance, Capital Markets, Infrastructure, Management, New Business Development, Radon Mitigation
Education
Boston College - Wallace E. Carroll Graduate School of Management 1998 — 2001
Master of Business Administration (M.B.A.)
Boston University 1991 — 1995
Bachelor's degree, Environmental Analysis & Policy
Oren Bentley's Jefferies LLC Experience May 2015 - July 2015
Job Investment Banking Summer Analyst at Jefferies
Industry Investment Banking
Experience
Bentley University August 2014 - Present
Bentley Investment Group September 2012 - Present
Jefferies LLC May 2015 - July 2015
Shields & Company September 2014 - May 2015
TheStreet August 2014 - September 2014
The Omerta Group May 2014 - July 2014
Maguire Associates, Inc. December 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Data Analysis, Leadership, Management, Financial Analysis, Research, Accounting, Finance, Team Leadership, Outlook, Social Media, Sales, Time Management, Facebook, Public Speaking, Investment Banking, Financial Modeling, Valuation, Corporate Finance
Education
Bentley University 2012 — 2016
B.S., Finance, Economics
Boston University 2012 — 2013
Army Reserve Officer Training Corps
Kennett High School 2008 — 2012
9-12
Bentley University August 2014 - Present
Bentley Investment Group September 2012 - Present
Jefferies LLC May 2015 - July 2015
Shields & Company September 2014 - May 2015
TheStreet August 2014 - September 2014
The Omerta Group May 2014 - July 2014
Maguire Associates, Inc. December 2013 - December 2013
Skills
PowerPoint, Microsoft Excel, Microsoft Office, Customer Service, Teamwork, Data Analysis, Leadership, Management, Financial Analysis, Research, Accounting, Finance, Team Leadership, Outlook, Social Media, Sales, Time Management, Facebook, Public Speaking, Investment Banking, Financial Modeling, Valuation, Corporate Finance
Education
Bentley University 2012 — 2016
B.S., Finance, Economics
Boston University 2012 — 2013
Army Reserve Officer Training Corps
Kennett High School 2008 — 2012
9-12
Tucker Bryan Tucker Bryan's Jefferies LLC Experience August 2013 - April 2015
Job Investment Associate at Park Square Capital
Industry Investment Management
Experience
Park Square Capital April 2015 - Present
Jefferies LLC August 2013 - April 2015
Cowen and Company July 2012 - July 2013
Cowen and Company June 2011 - August 2011
GAMCO Investors, Inc. June 2008 - August 2008
Education
Brown University 2008 — 2012
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth
Business Bridge Program
Choate Rosemary Hall 2004 — 2008
Park Square Capital April 2015 - Present
Jefferies LLC August 2013 - April 2015
Cowen and Company July 2012 - July 2013
Cowen and Company June 2011 - August 2011
GAMCO Investors, Inc. June 2008 - August 2008
Education
Brown University 2008 — 2012
BA, Economics
Dartmouth College - The Tuck School of Business at Dartmouth
Business Bridge Program
Choate Rosemary Hall 2004 — 2008
Shiyao (Aaron) Zhu Shiyao (Aaron) Zhu's Jefferies LLC Experience June 2014 - May 2015
Job Analyst at Goldman Sachs
Industry Computer Software
Experience
Goldman Sachs May 2015 - Present
Jefferies LLC June 2014 - May 2015
Columbia University in the City of New York February 2014 - June 2014
Columbia University September 2013 - December 2013
Barclays June 2013 - August 2013
Beijing University of Post and Telecommunication October 2010 - October 2011
China Mobile July 2011 - August 2011
Skills
Algorithms, C++, Java, Telecommunications, Mathematical Modeling, Team Leadership, Network Systems, Python, C, Cloud Computing, Data Mining, Linux, Github, Amazon Web Services..., Artificial Intelligence, Lecturing
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Computer Science
Beijing University of Post and Telecommunications 2008 — 2012
Bachelor of Engineering (B.E.), Electronic Information Engineering, 91.4/100 (Top 2%)
Goldman Sachs May 2015 - Present
Jefferies LLC June 2014 - May 2015
Columbia University in the City of New York February 2014 - June 2014
Columbia University September 2013 - December 2013
Barclays June 2013 - August 2013
Beijing University of Post and Telecommunication October 2010 - October 2011
China Mobile July 2011 - August 2011
Skills
Algorithms, C++, Java, Telecommunications, Mathematical Modeling, Team Leadership, Network Systems, Python, C, Cloud Computing, Data Mining, Linux, Github, Amazon Web Services..., Artificial Intelligence, Lecturing
Education
Columbia University in the City of New York 2012 — 2013
Master of Science (M.S.), Computer Science
Beijing University of Post and Telecommunications 2008 — 2012
Bachelor of Engineering (B.E.), Electronic Information Engineering, 91.4/100 (Top 2%)
Robyn Smith, CPA, MBA Robyn Smith, CPA, MBA's Jefferies LLC Experience June 2014 - Present
Job Senior Vice President at Jefferies
Industry Financial Services
Experience
Jefferies LLC June 2014 - Present
Morgan Stanley December 2002 - May 2014
Ernst & Young 2000 - 2002
Skills
SEC filings, Sarbanes-Oxley Act, Corporate Finance, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, US GAAP, SEC Filings, Equities, Risk Management, Valuation, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
Master of Business Administration (MBA), Finance, General
SUNY Binghamton 1996 — 2000
BS, Accounting
Jefferies LLC June 2014 - Present
Morgan Stanley December 2002 - May 2014
Ernst & Young 2000 - 2002
Skills
SEC filings, Sarbanes-Oxley Act, Corporate Finance, Financial Analysis, Financial Modeling, Financial Reporting, Internal Controls, US GAAP, SEC Filings, Equities, Risk Management, Valuation, Investment Banking
Education
New York University - Leonard N. Stern School of Business 2004 — 2007
Master of Business Administration (MBA), Finance, General
SUNY Binghamton 1996 — 2000
BS, Accounting
Louis J Casale Louis J Casale's Jefferies LLC Experience February 2009 - May 2015
Job Financial Services Professional
Industry Financial Services
Experience
Jefferies LLC February 2009 - May 2015
Oakwood Partners February 2008 - January 2009
Morgan Stanley 1983 - 2008
Salomon Brothers 1979 - 1983
Skills
Equity Trading - Middle..., Operational Risk..., Strategic Planning,..., Resource allocation and..., Efficiency Planning, Technical solutions..., Back Office Management
Education
Pace University - Lubin School of Business 1979 — 1986
Business Administration
Wright State University 1978 — 1979
School of Liberal Arts
City University of New York-Brooklyn College 1977 — 1978
School of Liberal Arts
Jefferies LLC February 2009 - May 2015
Oakwood Partners February 2008 - January 2009
Morgan Stanley 1983 - 2008
Salomon Brothers 1979 - 1983
Skills
Equity Trading - Middle..., Operational Risk..., Strategic Planning,..., Resource allocation and..., Efficiency Planning, Technical solutions..., Back Office Management
Education
Pace University - Lubin School of Business 1979 — 1986
Business Administration
Wright State University 1978 — 1979
School of Liberal Arts
City University of New York-Brooklyn College 1977 — 1978
School of Liberal Arts
Omar Figueroa Omar Figueroa's Jefferies LLC Experience August 2013 - Present
Job Investment Banking Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC August 2013 - Present
Jefferies LLC May 2012 - August 2012
Accenture August 2008 - July 2011
Lockheed Martin May 2006 - September 2006
Banco Popular de Puerto Rico January 2006 - May 2006
Freescale Semiconductor May 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Management Consulting, Corporate Finance, Project Management, Business Process..., Financial Analysis, Mergers & Acquisitions, Due Diligence, Valuation, Portfolio Management, Analysis, Competitive Analysis, Finance, Financial Accounting, Analytics, Business Strategy, Business Analysis, Strategy, Series 63, Engineers, FINRA, Data Analysis, Series 79, Professional Engineer, PHP, MySQL, HTML, JavaScript, Microsoft Excel, Capital IQ, Bloomberg Terminal, SNL, ThomsonOne
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance, Accounting and Economics
University of Puerto Rico-Mayaguez 2003 — 2008
Bachelor of Science (B.Sc.), Electrical and Electronics Engineering, Magna Cum Laude
American Military Academy 1997 — 2003
High School, Mathematics and Science, High School
Jefferies LLC August 2013 - Present
Jefferies LLC May 2012 - August 2012
Accenture August 2008 - July 2011
Lockheed Martin May 2006 - September 2006
Banco Popular de Puerto Rico January 2006 - May 2006
Freescale Semiconductor May 2005 - August 2005
Skills
Financial Modeling, Investment Banking, Management Consulting, Corporate Finance, Project Management, Business Process..., Financial Analysis, Mergers & Acquisitions, Due Diligence, Valuation, Portfolio Management, Analysis, Competitive Analysis, Finance, Financial Accounting, Analytics, Business Strategy, Business Analysis, Strategy, Series 63, Engineers, FINRA, Data Analysis, Series 79, Professional Engineer, PHP, MySQL, HTML, JavaScript, Microsoft Excel, Capital IQ, Bloomberg Terminal, SNL, ThomsonOne
Education
Carnegie Mellon University - Tepper School of Business 2011 — 2013
MBA, Finance, Accounting and Economics
University of Puerto Rico-Mayaguez 2003 — 2008
Bachelor of Science (B.Sc.), Electrical and Electronics Engineering, Magna Cum Laude
American Military Academy 1997 — 2003
High School, Mathematics and Science, High School
Laiza Goytia's Jefferies LLC Experience July 2006 - April 2008
Job Global Practice Planning & Analysis, Jones Day
Industry Legal Services
Experience
JONES DAY® October 2008 - Present
Third Point LLC April 2008 - August 2008
Jefferies LLC July 2006 - April 2008
Time Inc. April 2004 - July 2006
This Old House Ventures at Time Inc. March 2002 - April 2004
Warner Music Group January 2000 - March 2002
IBEW Local 3, C.P.F.A. October 1996 - January 2000
Education
New York University
City University of New York-Hunter College
JONES DAY® October 2008 - Present
Third Point LLC April 2008 - August 2008
Jefferies LLC July 2006 - April 2008
Time Inc. April 2004 - July 2006
This Old House Ventures at Time Inc. March 2002 - April 2004
Warner Music Group January 2000 - March 2002
IBEW Local 3, C.P.F.A. October 1996 - January 2000
Education
New York University
City University of New York-Hunter College
Dan Potocki's Jefferies LLC Experience November 2013 - December 2013
Job Human Resources Analyst at Credit Suisse
Industry Human Resources
Experience
Credit Suisse April 2015 - Present
Xerox March 2014 - March 2015
Jefferies LLC November 2013 - December 2013
Lloyds Banking Group - North America June 2012 - December 2012
Polytechnic Institute of NYU Technology Management Department September 2011 - June 2012
Office Team December 2008 - March 2011
Best Buy August 2008 - May 2009
Binghamton University, School of Management January 2007 - May 2008
Cushman & Wakefield June 2007 - August 2007
Skills
Psychology, Management, PeopleSoft, Microsoft Office, Research, Customer Service, System Administration, Personnel Management, Analysis, Management Consulting, Employee Benefits, Human Resources, Organizational..., Microsoft Excel, Leadership Development
Education
New York University Polytechnic School of Engineering 2011 — 2013
Master of Science (MS), Organizational Behavior Studies, GPA: 3.74 / 4.0
State University of New York at Binghamton 2004 — 2008
Bachelor of Arts, Psychology
Credit Suisse April 2015 - Present
Xerox March 2014 - March 2015
Jefferies LLC November 2013 - December 2013
Lloyds Banking Group - North America June 2012 - December 2012
Polytechnic Institute of NYU Technology Management Department September 2011 - June 2012
Office Team December 2008 - March 2011
Best Buy August 2008 - May 2009
Binghamton University, School of Management January 2007 - May 2008
Cushman & Wakefield June 2007 - August 2007
Skills
Psychology, Management, PeopleSoft, Microsoft Office, Research, Customer Service, System Administration, Personnel Management, Analysis, Management Consulting, Employee Benefits, Human Resources, Organizational..., Microsoft Excel, Leadership Development
Education
New York University Polytechnic School of Engineering 2011 — 2013
Master of Science (MS), Organizational Behavior Studies, GPA: 3.74 / 4.0
State University of New York at Binghamton 2004 — 2008
Bachelor of Arts, Psychology
Sean Fanning's Jefferies LLC Experience June 2013 - August 2013
Job Analyst at Aeris Partners
Industry Investment Banking
Experience
Aeris Partners 2014 - Present
Community Rowing, Inc. March 2011 - Present
Jefferies LLC June 2013 - August 2013
Cedardale Health and Fitness Club June 2011 - August 2011
Essex Rowing Club, Inc. August 2009 - December 2009
Skills
Coaching, Fundraising, Sports Management, PowerPoint, Rowing, Leadership, Event Management, Social Networking, Microsoft Excel, Microsoft Word
Education
Boston College 2010 — 2014
BS, Psychology
Saint John's Preparatory School 2006 — 2010
High School
Aeris Partners 2014 - Present
Community Rowing, Inc. March 2011 - Present
Jefferies LLC June 2013 - August 2013
Cedardale Health and Fitness Club June 2011 - August 2011
Essex Rowing Club, Inc. August 2009 - December 2009
Skills
Coaching, Fundraising, Sports Management, PowerPoint, Rowing, Leadership, Event Management, Social Networking, Microsoft Excel, Microsoft Word
Education
Boston College 2010 — 2014
BS, Psychology
Saint John's Preparatory School 2006 — 2010
High School
Dan Ray Dan Ray's Jefferies LLC Experience December 2009 - Present
Job Managing Director, Head of Project Finance at Jefferies LLC
Industry Investment Banking
Experience
Santee Cooper 2014 - Present
Jefferies LLC December 2009 - Present
Ducks Unlimited 2005 - Present
Capmark 2006 - 2009
GMAC Commercial Mortgage 1999 - 2006
Piper Jaffray 1993 - 1999
US Army 1984 - 1993
Skills
Project Finance, Valuation, Due Diligence, Investment Banking, Finance, Capital Markets, Financial Modeling, Financial Services, Structured Finance, Fixed Income, Investments, Private Equity, Equities, Financial Structuring, Asset Management
Education
Colorado School of Mines 1991 — 1993
Masters, Economics
Winthrop University 1982 — 1984
Bachelors, Finance
Furman University 1980 — 1982
Santee Cooper 2014 - Present
Jefferies LLC December 2009 - Present
Ducks Unlimited 2005 - Present
Capmark 2006 - 2009
GMAC Commercial Mortgage 1999 - 2006
Piper Jaffray 1993 - 1999
US Army 1984 - 1993
Skills
Project Finance, Valuation, Due Diligence, Investment Banking, Finance, Capital Markets, Financial Modeling, Financial Services, Structured Finance, Fixed Income, Investments, Private Equity, Equities, Financial Structuring, Asset Management
Education
Colorado School of Mines 1991 — 1993
Masters, Economics
Winthrop University 1982 — 1984
Bachelors, Finance
Furman University 1980 — 1982
Yongyi (Ivan) Ye Yongyi (Ivan) Ye's Jefferies LLC Experience December 2013 - November 2014
Job Quant Trader
Industry Financial Services
Experience
trading company November 2014 - Present
Jefferies LLC December 2013 - November 2014
Morgan Stanley Strats & Modelling June 2013 - August 2013
Skills
Python, C++, VBA, Matlab, Programming, Financial Engineering, R, Actuarial Science, Applied Mathematics, Badminton, Photography, KDB+, Fixed Income, Quantitative Finance, Java, Scala, Quantitative Analytics, Derivatives
Education
City University of New York-Baruch College 2012 — 2013
Master of Science (MS), Financial Engineering, GPA: 4.0/4.0
Emory University 2009 — 2012
Bachelor of Science (B.S.), Applied Mathematics, GPA: 3.82/4.0
trading company November 2014 - Present
Jefferies LLC December 2013 - November 2014
Morgan Stanley Strats & Modelling June 2013 - August 2013
Skills
Python, C++, VBA, Matlab, Programming, Financial Engineering, R, Actuarial Science, Applied Mathematics, Badminton, Photography, KDB+, Fixed Income, Quantitative Finance, Java, Scala, Quantitative Analytics, Derivatives
Education
City University of New York-Baruch College 2012 — 2013
Master of Science (MS), Financial Engineering, GPA: 4.0/4.0
Emory University 2009 — 2012
Bachelor of Science (B.S.), Applied Mathematics, GPA: 3.82/4.0
Ann-Marie Pearce Ann-Marie Pearce's Jefferies LLC Experience March 2010 - July 2015
Job Equity Finance/Project Management
Industry Financial Services
Experience
Jefferies & Company March 2010 - July 2015
Jefferies LLC March 2010 - July 2015
Fortis Bank 2003 - March 2010
ING June 2002 - May 2004
Nomura June 1999 - May 2002
Skills
Securities Lending, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Trading, Bloomberg, Securities, Investment Banking, Financial Markets, Finance, Treasury, Trading Systems, Series 7, Project Management, Risk Management, Wine & Spirits Industry, Corporate Events, Share Repurchase, Dodd-Frank, Strategic Consulting, PMBOK, PMP Candidate, Prime Brokerage, Equity Trading, Equity Derivatives, Portfolio Management
Education
New York Institute of Finance 2005 — 2006
Structured Products
City University of New York-Brooklyn College 1989 — 1997
BS, Biology
Pace University 1989 — 1990
Business
New York University
Project Management
Jefferies & Company March 2010 - July 2015
Jefferies LLC March 2010 - July 2015
Fortis Bank 2003 - March 2010
ING June 2002 - May 2004
Nomura June 1999 - May 2002
Skills
Securities Lending, Fixed Income, Equities, Capital Markets, Derivatives, Hedge Funds, Trading, Bloomberg, Securities, Investment Banking, Financial Markets, Finance, Treasury, Trading Systems, Series 7, Project Management, Risk Management, Wine & Spirits Industry, Corporate Events, Share Repurchase, Dodd-Frank, Strategic Consulting, PMBOK, PMP Candidate, Prime Brokerage, Equity Trading, Equity Derivatives, Portfolio Management
Education
New York Institute of Finance 2005 — 2006
Structured Products
City University of New York-Brooklyn College 1989 — 1997
BS, Biology
Pace University 1989 — 1990
Business
New York University
Project Management
Eric Frieman's Jefferies LLC Experience July 2013 - January 2015
Job Manager of Corporate Finance at Elements Behavioral Health
Industry Venture Capital & Private Equity
Experience
Elements Behavioral Health February 2015 - Present
Jefferies LLC July 2013 - January 2015
Post Acute Partners January 2013 - May 2013
Jefferies LLC May 2012 - August 2012
Houlihan Lokey May 2011 - August 2011
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Equities, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Derivatives
Education
Vanderbilt University 2009 — 2012
Bachelor of Arts (BA), Economics and Psychology
Brandeis University 2008 — 2009
Elements Behavioral Health February 2015 - Present
Jefferies LLC July 2013 - January 2015
Post Acute Partners January 2013 - May 2013
Jefferies LLC May 2012 - August 2012
Houlihan Lokey May 2011 - August 2011
Skills
Financial Modeling, Investment Banking, Valuation, Bloomberg, Equities, Capital Markets, Corporate Finance, Fixed Income, Financial Analysis, Derivatives
Education
Vanderbilt University 2009 — 2012
Bachelor of Arts (BA), Economics and Psychology
Brandeis University 2008 — 2009
Joanna Linker Joanna Linker's Jefferies LLC Experience April 2013 - Present
Job Accounting Analyst at sanofiaventis
Industry Pharmaceuticals
Experience
Jefferies LLC April 2013 - Present
sanofi-aventis February 2011 - April 2013
Prudential Financial September 2008 - February 2011
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Accounting, Internal Controls, GAAP, Auditing, US GAAP, Hyperion Enterprise, General Ledger, Financial Accounting, QuickBooks, Internal Audit, Finance, SAP, Variance Analysis, Budgets, Microsoft Excel, Financial Statements, Financial Services, Account Reconciliation, Microsoft Word, Data Analysis, Essbase, Due Diligence
Education
College of Charleston 2004 — 2008
Bachelor of Science, Accounting
Jefferies LLC April 2013 - Present
sanofi-aventis February 2011 - April 2013
Prudential Financial September 2008 - February 2011
Skills
Financial Reporting, Sarbanes-Oxley Act, Financial Analysis, Accounting, Internal Controls, GAAP, Auditing, US GAAP, Hyperion Enterprise, General Ledger, Financial Accounting, QuickBooks, Internal Audit, Finance, SAP, Variance Analysis, Budgets, Microsoft Excel, Financial Statements, Financial Services, Account Reconciliation, Microsoft Word, Data Analysis, Essbase, Due Diligence
Education
College of Charleston 2004 — 2008
Bachelor of Science, Accounting
Christopher Bass's Jefferies LLC Experience May 2014 - August 2014
Job Analyst at Landmark Partners
Industry Venture Capital & Private Equity
Experience
Landmark Partners July 2015 - Present
Jefferies LLC May 2014 - August 2014
Sequence Financial Specialists LLC August 2012 - February 2014
Red Triangle Wealth Management August 2012 - November 2012
Skills
PowerPoint, Microsoft Excel, Leadership, Teamwork, Microsoft Office, Financial Analysis, Social Networking, Customer Service, Public Speaking, Research, Financial Modeling, Valuation, Bloomberg, Capital IQ, Facebook, Time Management, Microsoft PowerPoint
Education
College of Charleston 2011 — 2015
Bachelor of Science (BS), Economics & Finance
Landmark Partners July 2015 - Present
Jefferies LLC May 2014 - August 2014
Sequence Financial Specialists LLC August 2012 - February 2014
Red Triangle Wealth Management August 2012 - November 2012
Skills
PowerPoint, Microsoft Excel, Leadership, Teamwork, Microsoft Office, Financial Analysis, Social Networking, Customer Service, Public Speaking, Research, Financial Modeling, Valuation, Bloomberg, Capital IQ, Facebook, Time Management, Microsoft PowerPoint
Education
College of Charleston 2011 — 2015
Bachelor of Science (BS), Economics & Finance
Casey Chandler's Jefferies LLC Experience April 2013 - February 2015
Job Human Resources at Trunk Club
Industry Retail
Experience
Trunk Club February 2015 - Present
Jefferies LLC April 2013 - February 2015
Cristina V. June 2008 - November 2013
American Express September 2012 - March 2013
ANN INC. June 2012 - August 2012
Bucknell University Office of Admissions September 2008 - May 2012
Harris Bank June 2011 - August 2011
Education
Bucknell University 2008 — 2012
Bachelor of Arts, Psychology, Studio Art
New York University 2011 — 2011
Semester Abroad in Florence, Psychology, Art
New Trier High School 2004 — 2008
Trunk Club February 2015 - Present
Jefferies LLC April 2013 - February 2015
Cristina V. June 2008 - November 2013
American Express September 2012 - March 2013
ANN INC. June 2012 - August 2012
Bucknell University Office of Admissions September 2008 - May 2012
Harris Bank June 2011 - August 2011
Education
Bucknell University 2008 — 2012
Bachelor of Arts, Psychology, Studio Art
New York University 2011 — 2011
Semester Abroad in Florence, Psychology, Art
New Trier High School 2004 — 2008
Nikhil Mudgal, CFA Nikhil Mudgal, CFA's Jefferies LLC Experience April 2014 - Present
Job Investment Banking Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC April 2014 - Present
Macquarie Group November 2013 - April 2014
PNC Financial Services April 2010 - November 2013
The Angle Group April 2009 - April 2010
Infosys August 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Equities, Business Analysis, Risk Management, Valuation, Derivatives, Portfolio Management, Equity Research, Bloomberg, Capital Markets, Investments, Investment Banking, Data Analysis, Hedge Funds, Financial Services, Options, Trading
Education
University of Pittsburgh 2007 — 2009
MBA
Bharati Vidyapeeth
B Tech
Jefferies LLC April 2014 - Present
Macquarie Group November 2013 - April 2014
PNC Financial Services April 2010 - November 2013
The Angle Group April 2009 - April 2010
Infosys August 2006 - July 2007
Skills
Financial Modeling, Financial Analysis, Equities, Business Analysis, Risk Management, Valuation, Derivatives, Portfolio Management, Equity Research, Bloomberg, Capital Markets, Investments, Investment Banking, Data Analysis, Hedge Funds, Financial Services, Options, Trading
Education
University of Pittsburgh 2007 — 2009
MBA
Bharati Vidyapeeth
B Tech
Anish Singh Anish Singh's Jefferies LLC Experience May 2014 - August 2014
Job Investment Banking Analyst at J.P. Morgan
Industry Investment Banking
Experience
J.P. Morgan June 2015 - Present
Jefferies LLC May 2014 - August 2014
Cook M&A Advisory Services June 2013 - August 2013
Blue Cross and Blue Shield Association May 2012 - August 2012
Skills
Investment Banking, Microsoft Excel, Valuation, Financial Analysis, Financial Modeling, Economics, Financial Reporting, Financial Services, Social Media, Investments, Microsoft Office, Corporate Finance, Market Research, Mergers & Acquisitions
Education
Carnegie Mellon University 2011 — 2015
Bachelor of Science (B.S.), Business Administration (Finance) and Economics, 3.9/4.0
Neuqua Valley High School in Naperville, IL 2007 — 2011
High School Degree
J.P. Morgan June 2015 - Present
Jefferies LLC May 2014 - August 2014
Cook M&A Advisory Services June 2013 - August 2013
Blue Cross and Blue Shield Association May 2012 - August 2012
Skills
Investment Banking, Microsoft Excel, Valuation, Financial Analysis, Financial Modeling, Economics, Financial Reporting, Financial Services, Social Media, Investments, Microsoft Office, Corporate Finance, Market Research, Mergers & Acquisitions
Education
Carnegie Mellon University 2011 — 2015
Bachelor of Science (B.S.), Business Administration (Finance) and Economics, 3.9/4.0
Neuqua Valley High School in Naperville, IL 2007 — 2011
High School Degree
Alexander Bruno Alexander Bruno's Jefferies LLC Experience July 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC July 2014 - Present
Jefferies LLC May 2013 - August 2013
RBS Markets and International Banking October 2012 - December 2012
Bank of America Merrill Lynch July 2012 - September 2012
SLS Financial Solutions June 2011 - August 2011
Education
Wake Forest University 2010 — 2014
Bachelor of Science (BS), Finance, Cum Laude
Boston University 2012 — 2012
Jefferies LLC July 2014 - Present
Jefferies LLC May 2013 - August 2013
RBS Markets and International Banking October 2012 - December 2012
Bank of America Merrill Lynch July 2012 - September 2012
SLS Financial Solutions June 2011 - August 2011
Education
Wake Forest University 2010 — 2014
Bachelor of Science (BS), Finance, Cum Laude
Boston University 2012 — 2012
Jessica Meyer Jessica Meyer's Jefferies LLC Experience October 2011 - November 2013
Job Sales Service Associate at Legg Mason
Industry Financial Services
Experience
Legg Mason November 2014 - Present
Land and Buildings January 2014 - November 2014
Jefferies LLC October 2011 - November 2013
Education
Champlain College 2002 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Legg Mason November 2014 - Present
Land and Buildings January 2014 - November 2014
Jefferies LLC October 2011 - November 2013
Education
Champlain College 2002 — 2007
Bachelor of Science (B.S.), Business Administration and Management, General
Bella Gonzalez Lizarraga Bella Gonzalez Lizarraga's Jefferies LLC Experience June 2014 - August 2014
Job Investment Banking Analyst at Deutsche Bank
Industry Financial Services
Experience
Deutsche Bank July 2015 - Present
Jefferies LLC June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - June 2014
Galileo Entrepreneur Business School October 2013 - December 2013
Clearwater Capital Partners June 2013 - August 2013
95.5 WBRU September 2012 - May 2013
Google August 2012 - August 2012
Metryx LLC June 2012 - July 2012
Skills
Research, Financial Modeling, Fundraising, Data Analysis
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Universitat de Barcelona 2013 — 2014
Bachelor of Arts (BA), Economics
Deutsche Bank July 2015 - Present
Jefferies LLC June 2014 - August 2014
Sponsors for Educational Opportunity March 2014 - June 2014
Galileo Entrepreneur Business School October 2013 - December 2013
Clearwater Capital Partners June 2013 - August 2013
95.5 WBRU September 2012 - May 2013
Google August 2012 - August 2012
Metryx LLC June 2012 - July 2012
Skills
Research, Financial Modeling, Fundraising, Data Analysis
Education
Brown University 2011 — 2015
Bachelor of Arts (B.A.), Business Economics
Universitat de Barcelona 2013 — 2014
Bachelor of Arts (BA), Economics
Justin Chernow Justin Chernow's Jefferies LLC Experience January 2014 - May 2014
Job Analyst at J.P. Morgan
Industry Financial Services
Experience
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Jefferies LLC January 2014 - May 2014
The Art Mission and Theater August 2013 - May 2014
Bad Boy Worldwide June 2013 - August 2013
Sports Authority June 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, HTML, Leadership, Valuation, Financial Modeling, Microsoft Powerpoint, CSS
Education
Binghamton University - School of Management 2011 — 2015
Bachelor of Science in Management, Concentration: Financial Engineering
Townsend Harris High School 2007 — 2011
J.P. Morgan August 2015 - Present
J.P. Morgan June 2014 - August 2014
Jefferies LLC January 2014 - May 2014
The Art Mission and Theater August 2013 - May 2014
Bad Boy Worldwide June 2013 - August 2013
Sports Authority June 2012 - August 2013
Skills
Microsoft Excel, Microsoft Word, HTML, Leadership, Valuation, Financial Modeling, Microsoft Powerpoint, CSS
Education
Binghamton University - School of Management 2011 — 2015
Bachelor of Science in Management, Concentration: Financial Engineering
Townsend Harris High School 2007 — 2011
Kevin B. Linares Kevin B. Linares's Jefferies LLC Experience May 2014 - August 2014
Job Operations Analyst
Industry Financial Services
Experience
Jefferies January 2015 - Present
EXPRESS October 2014 - March 2015
Freelancer March 2011 - January 2015
Pace University January 2012 - November 2014
Jefferies LLC May 2014 - August 2014
Sirius XM Radio Inc. January 2014 - May 2014
Marc Jacobs January 2014 - May 2014
Bad Boy Entertainment September 2013 - January 2014
Supreme Court of New York City June 2013 - August 2013
Aronsons Inc. August 2012 - May 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Budgets, Strategic Planning, Research, Windows, Public Speaking, Negotiation, Teaching, Photoshop, pub, Microsoft Publisher, Recruiting, Human Resources, Program Management, Event Management, Project Planning, Training, Interviews, Accounting, Event Planning, Social Networking, Time Management, Finance, Access, Invoicing, Teamwork, Data Entry, Facebook, Administration, Social Media, Fundraising, Analysis, Nonprofits, Editing, Social Media Marketing, Team Building, Marketing, Public Relations, Leadership Development, Higher Education, Sales, Community Outreach, Administrative..., Organizational...
Education
Pace University 2012 — 2014
Bachelor's Degree, Business Management & Finance
Borough of Manhattan Community College 2011 — 2012
Associate of Arts (AA), Business Administration and Management, General
Jefferies January 2015 - Present
EXPRESS October 2014 - March 2015
Freelancer March 2011 - January 2015
Pace University January 2012 - November 2014
Jefferies LLC May 2014 - August 2014
Sirius XM Radio Inc. January 2014 - May 2014
Marc Jacobs January 2014 - May 2014
Bad Boy Entertainment September 2013 - January 2014
Supreme Court of New York City June 2013 - August 2013
Aronsons Inc. August 2012 - May 2013
Skills
Customer Service, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Outlook, English, Budgets, Strategic Planning, Research, Windows, Public Speaking, Negotiation, Teaching, Photoshop, pub, Microsoft Publisher, Recruiting, Human Resources, Program Management, Event Management, Project Planning, Training, Interviews, Accounting, Event Planning, Social Networking, Time Management, Finance, Access, Invoicing, Teamwork, Data Entry, Facebook, Administration, Social Media, Fundraising, Analysis, Nonprofits, Editing, Social Media Marketing, Team Building, Marketing, Public Relations, Leadership Development, Higher Education, Sales, Community Outreach, Administrative..., Organizational...
Education
Pace University 2012 — 2014
Bachelor's Degree, Business Management & Finance
Borough of Manhattan Community College 2011 — 2012
Associate of Arts (AA), Business Administration and Management, General
Angela Schillaci Angela Schillaci's Jefferies LLC Experience June 2014 - Present
Job Investment Banking at Jefferies LLC
Industry Investment Management
Experience
Jefferies LLC June 2014 - Present
Bridgewater Associates May 2013 - December 2013
Bridgewater Associates April 2012 - May 2013
American Friends of Rabin Medical Center August 2009 - April 2012
TESSA February 2006 - September 2007
Skills
Event Planning, Nonprofits, Community Outreach, Fundraising, Public Speaking, Recruiting, Project Management, Entrepreneurship, Data Analysis, Asset Management, Financial Modeling
Education
Boston College 2007 — 2009
Master of Arts (M.A.), Counseling Psychology
Colorado College 2002 — 2006
Bachelor's degree, Psychology
Jefferies LLC June 2014 - Present
Bridgewater Associates May 2013 - December 2013
Bridgewater Associates April 2012 - May 2013
American Friends of Rabin Medical Center August 2009 - April 2012
TESSA February 2006 - September 2007
Skills
Event Planning, Nonprofits, Community Outreach, Fundraising, Public Speaking, Recruiting, Project Management, Entrepreneurship, Data Analysis, Asset Management, Financial Modeling
Education
Boston College 2007 — 2009
Master of Arts (M.A.), Counseling Psychology
Colorado College 2002 — 2006
Bachelor's degree, Psychology
Pyrs Carvolth's Jefferies LLC Experience November 2013 - Present
Job Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC November 2013 - Present
Bloomberg August 2011 - November 2013
Pacific Puffs, LLC December 2008 - August 2011
Education
Cornell University 2007 — 2011
BS, Industrial and Labor Relations
Jefferies LLC November 2013 - Present
Bloomberg August 2011 - November 2013
Pacific Puffs, LLC December 2008 - August 2011
Education
Cornell University 2007 — 2011
BS, Industrial and Labor Relations
Elizabeth Peaslee Elizabeth Peaslee's Jefferies LLC Experience July 2002 - Present
Job SVP Wealth Management at Jefferies
Industry Financial Services
Experience
Jefferies LLC July 2002 - Present
Robertson Stephens March 1999 - July 2002
Oppenheimer & Co. Inc. July 1995 - March 1999
Kidder Peabody 1985 - 1995
Skills
Microsoft Office, Management, Microsoft Word, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, Investments, Portfolio Management, Equities, Wealth Management, Trading, Finance
Education
Bates College
BS, Economics
Jefferies LLC July 2002 - Present
Robertson Stephens March 1999 - July 2002
Oppenheimer & Co. Inc. July 1995 - March 1999
Kidder Peabody 1985 - 1995
Skills
Microsoft Office, Management, Microsoft Word, PowerPoint, Sales, Leadership, Training, Photoshop, English, Process Improvement, Windows, Outlook, HTML, Investments, Portfolio Management, Equities, Wealth Management, Trading, Finance
Education
Bates College
BS, Economics
Alex Willis Alex Willis's Jefferies LLC Experience May 2014 - August 2014
Job Sales & Trading Analyst at Jefferies
Industry Financial Services
Experience
Jefferies July 2015 - Present
Jefferies LLC May 2014 - August 2014
Garrison Investment Group May 2013 - August 2013
Amherst Youth Board Summer Camp June 2010 - August 2012
Skills
Microsoft Excel, Presentations, PowerPoint, Public Speaking, Accounting, Microsoft Office, Microsoft Word, Access, Customer Service, Financial Analysis, Research, Teamwork, Outlook, Financial Accounting, Social Media, Data Analysis, Event Planning, Auditing, Photoshop, Budgets, HTML, Leadership, Facebook, Financial Modeling, Investments, Account Reconciliation, Private Equity, Financial Reporting, Analysis
Education
Binghamton University 2011 — 2015
Bachelor of Science (BS), Finance and German
Jefferies July 2015 - Present
Jefferies LLC May 2014 - August 2014
Garrison Investment Group May 2013 - August 2013
Amherst Youth Board Summer Camp June 2010 - August 2012
Skills
Microsoft Excel, Presentations, PowerPoint, Public Speaking, Accounting, Microsoft Office, Microsoft Word, Access, Customer Service, Financial Analysis, Research, Teamwork, Outlook, Financial Accounting, Social Media, Data Analysis, Event Planning, Auditing, Photoshop, Budgets, HTML, Leadership, Facebook, Financial Modeling, Investments, Account Reconciliation, Private Equity, Financial Reporting, Analysis
Education
Binghamton University 2011 — 2015
Bachelor of Science (BS), Finance and German
Prem Parameswaran Prem Parameswaran's Jefferies LLC Experience October 2012 - February 2015
Job Group CFO and President of North America for Eros International
Industry Executive Office
Experience
Eros International PLC May 2015 - Present
Jefferies LLC October 2012 - February 2015
Deutsche Bank 2003 - 2012
Goldman Sachs 1997 - 2003
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Corporate Finance, Capital Markets, Financial Analysis, Investments, Mergers & Acquisitions, Fixed Income, Finance, Banking, Private Equity, Financial Markets
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 1987 — 1990
Bachelor of Arts (B.A.), Poltical Science
Eros International PLC May 2015 - Present
Jefferies LLC October 2012 - February 2015
Deutsche Bank 2003 - 2012
Goldman Sachs 1997 - 2003
Skills
Investment Banking, Financial Modeling, Valuation, Equities, Corporate Finance, Capital Markets, Financial Analysis, Investments, Mergers & Acquisitions, Fixed Income, Finance, Banking, Private Equity, Financial Markets
Education
Columbia University - Columbia Business School 1993 — 1995
Master of Business Administration (MBA), Finance, General
Columbia University in the City of New York 1987 — 1990
Bachelor of Arts (B.A.), Poltical Science
Robert Pereira Robert Pereira's Jefferies LLC Experience 2014 - Present
Job Senior Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC 2014 - Present
Jefferies & Company 2006 - December 2013
Credit Suisse September 1999 - June 2006
Skills
Hedge Funds, Series 7, Equities, Fixed Income, Bloomberg, Alternative Investments, Capital Markets, Series 63, Investment Banking, Equity Derivatives
Education
Adelphi University 2002 — 2004
mba, Finance
Hofstra University 1994 — 1998
Jefferies LLC 2014 - Present
Jefferies & Company 2006 - December 2013
Credit Suisse September 1999 - June 2006
Skills
Hedge Funds, Series 7, Equities, Fixed Income, Bloomberg, Alternative Investments, Capital Markets, Series 63, Investment Banking, Equity Derivatives
Education
Adelphi University 2002 — 2004
mba, Finance
Hofstra University 1994 — 1998
Jaclyn Gole Jaclyn Gole's Jefferies LLC Experience May 2014 - July 2014
Job Operations Analyst at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets August 2015 - Present
Sigma Alpha Epsilon Pi May 2015 - Present
Binghamton University August 2013 - May 2015
Binghamton University September 2014 - December 2014
Jefferies LLC May 2014 - July 2014
Macy's 2013 - 2013
Skills
PowerPoint, Social Media, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Access, Event Planning, Time Management, Financial Analysis, Mathematical Analysis, Mathematical Modeling, Quantitative Analytics, Cash Management
Education
Binghamton University 2011 — 2015
Bachelor’s Degree, Mathematics, 3.4 GPA
RBC Capital Markets August 2015 - Present
Sigma Alpha Epsilon Pi May 2015 - Present
Binghamton University August 2013 - May 2015
Binghamton University September 2014 - December 2014
Jefferies LLC May 2014 - July 2014
Macy's 2013 - 2013
Skills
PowerPoint, Social Media, Customer Service, Microsoft Excel, Microsoft Word, Microsoft Office, Public Speaking, Leadership, Access, Event Planning, Time Management, Financial Analysis, Mathematical Analysis, Mathematical Modeling, Quantitative Analytics, Cash Management
Education
Binghamton University 2011 — 2015
Bachelor’s Degree, Mathematics, 3.4 GPA
Nick Wisniewski's Jefferies LLC Experience August 2014 - Present
Job Investment Banking Analyst at Jefferies
Industry Investment Banking
Experience
Jefferies LLC August 2014 - Present
Boston College August 2011 - May 2015
Jefferies LLC May 2014 - August 2014
Cisco Systems April 2013 - August 2013
Midwest Orthopaedics at RUSH June 2012 - August 2012
Flick Waterpark May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Accounting, Data Analysis, Financial Analysis, Management, Finance
Education
Boston College 2011 — 2015
Bachelor of Applied Science (BASc), Information Systems / Finance
Maine South High School, Park Ridge IL 2007 — 2011
Jefferies LLC August 2014 - Present
Boston College August 2011 - May 2015
Jefferies LLC May 2014 - August 2014
Cisco Systems April 2013 - August 2013
Midwest Orthopaedics at RUSH June 2012 - August 2012
Flick Waterpark May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, Customer Service, PowerPoint, Accounting, Data Analysis, Financial Analysis, Management, Finance
Education
Boston College 2011 — 2015
Bachelor of Applied Science (BASc), Information Systems / Finance
Maine South High School, Park Ridge IL 2007 — 2011
Steven Strom Steven Strom's Jefferies LLC Experience March 2006 - April 2014
Job Senior Managing Director and Founder at Odinbrook Global Advisors LLC
Industry Financial Services
Experience
Odinbrook Global Advisors May 2014 - Present
Jefferies LLC March 2006 - April 2014
CIBC World Markets September 2002 - March 2006
Berenson Minella 2002 - 2002
Chanin Capital Partners 1997 - 2002
Hamilton Partners 1993 - 1996
Chemical Bank 1986 - 1993
Procter & Gamble May 1985 - August 1985
Skills
Restructuring, LBO, Leveraged Finance, High Yield, Private Equity, Investment Banking, Special Situations, Capital Markets, Valuation, Management, Business Valuation, Hedge Funds, Mezzanine, Corporate Finance, Financial Structuring, Due Diligence, Private Placements, Financial Modeling, Alternative Investments, Investments, Debt Restructuring, Mergers & Acquisitions, Fixed Income, Equities, Structured Finance, Corporate Development, Venture Capital, Capital Structure, IPO, Risk Management, Securities, M&A experience, Asset Management, Emerging Markets, Equity Valuation, Investor Relations, Recapitalizations, Bonds, Derivatives, Structured Products, Business Strategy, Finance, Portfolio Management, Equity Research, Credit Derivatives, Bloomberg, Trading, Capital Raising, DCF, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance
Arizona State University, W. P. Carey School of Business 1981 — 1984
BS, Finance
Odinbrook Global Advisors May 2014 - Present
Jefferies LLC March 2006 - April 2014
CIBC World Markets September 2002 - March 2006
Berenson Minella 2002 - 2002
Chanin Capital Partners 1997 - 2002
Hamilton Partners 1993 - 1996
Chemical Bank 1986 - 1993
Procter & Gamble May 1985 - August 1985
Skills
Restructuring, LBO, Leveraged Finance, High Yield, Private Equity, Investment Banking, Special Situations, Capital Markets, Valuation, Management, Business Valuation, Hedge Funds, Mezzanine, Corporate Finance, Financial Structuring, Due Diligence, Private Placements, Financial Modeling, Alternative Investments, Investments, Debt Restructuring, Mergers & Acquisitions, Fixed Income, Equities, Structured Finance, Corporate Development, Venture Capital, Capital Structure, IPO, Risk Management, Securities, M&A experience, Asset Management, Emerging Markets, Equity Valuation, Investor Relations, Recapitalizations, Bonds, Derivatives, Structured Products, Business Strategy, Finance, Portfolio Management, Equity Research, Credit Derivatives, Bloomberg, Trading, Capital Raising, DCF, Strategy
Education
University of Michigan - Stephen M. Ross School of Business 1984 — 1986
MBA, Finance
Arizona State University, W. P. Carey School of Business 1981 — 1984
BS, Finance
Corey Goldman Corey Goldman's Jefferies LLC Experience April 2013 - Present
Job Vice President, Equity Research at Jefferies & Company
Industry Financial Services
Experience
Jefferies LLC April 2013 - Present
UBS Investment Bank January 2011 - April 2013
UBS Investment Bank May 2010 - August 2010
Kimco Realty Corporation May 2009 - January 2010
Skills
Equities, Financial Modeling, Investments, Accounting, Equity Research
Education
Binghamton University - School of Management 2007 — 2011
BS, Management (finance concentration)
Jefferies LLC April 2013 - Present
UBS Investment Bank January 2011 - April 2013
UBS Investment Bank May 2010 - August 2010
Kimco Realty Corporation May 2009 - January 2010
Skills
Equities, Financial Modeling, Investments, Accounting, Equity Research
Education
Binghamton University - School of Management 2007 — 2011
BS, Management (finance concentration)
Arthur Tracey Arthur Tracey's Jefferies LLC Experience 2008 - 2009
Job VP of Strategy at Green Bay Converting
Industry Packaging and Containers
Experience
Green Bay Converting 2014 - 2014
CIC Partners 2011 - 2014
MHT MidSpan 2010 - 2011
Jefferies LLC 2008 - 2009
Skills
Competitive Analysis, Corporate Development, Due Diligence, Financial Modeling, Investment Banking, Investments, LBO, Private Equity, Strategic Planning, Strategy, Venture Capital, Valuation, Mergers, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Brown University
BA, Business Economics, American History
Green Bay Converting 2014 - 2014
CIC Partners 2011 - 2014
MHT MidSpan 2010 - 2011
Jefferies LLC 2008 - 2009
Skills
Competitive Analysis, Corporate Development, Due Diligence, Financial Modeling, Investment Banking, Investments, LBO, Private Equity, Strategic Planning, Strategy, Venture Capital, Valuation, Mergers, Corporate Finance
Education
Northwestern University - Kellogg School of Management 2014 — 2016
Master of Business Administration (M.B.A.)
Brown University
BA, Business Economics, American History
Jay Shi's Jefferies LLC Experience July 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Jefferies LLC May 2013 - August 2013
Euro Pacific Canada July 2012 - August 2012
Jacob Securities Inc. May 2012 - July 2012
Ministry of Government Services May 2011 - August 2011
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2014
B.S., Business Administration (Finance), Economics
Jefferies LLC July 2014 - Present
Jefferies LLC May 2013 - August 2013
Euro Pacific Canada July 2012 - August 2012
Jacob Securities Inc. May 2012 - July 2012
Ministry of Government Services May 2011 - August 2011
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2014
B.S., Business Administration (Finance), Economics
Tom Holleb Tom Holleb's Jefferies LLC Experience 2011 - 2012
Job Banking Professional
Industry Banking
Experience
Goldman Sachs May 2014 - Present
BNP Paribas 2012 - 2014
Jefferies LLC 2011 - 2012
Skills
Equities, Hedge Funds, Investments, Investment Banking, Management, Fixed Income, Asset Management, Finance, Capital Markets, Alternative Investments, Banking, Corporate Finance, Derivatives, FX Options, Financial Markets, Portfolio Management, Private Equity
Education
The University of Chicago 1995 — 1998
Master of Business Administration (MBA), Finance, General
Brown University 1988 — 1992
Bachelor of Arts (B.A.), history and economics
Goldman Sachs May 2014 - Present
BNP Paribas 2012 - 2014
Jefferies LLC 2011 - 2012
Skills
Equities, Hedge Funds, Investments, Investment Banking, Management, Fixed Income, Asset Management, Finance, Capital Markets, Alternative Investments, Banking, Corporate Finance, Derivatives, FX Options, Financial Markets, Portfolio Management, Private Equity
Education
The University of Chicago 1995 — 1998
Master of Business Administration (MBA), Finance, General
Brown University 1988 — 1992
Bachelor of Arts (B.A.), history and economics
Yang Han Yang Han's Jefferies LLC Experience June 2011 - October 2013
Job Associate Director Algorithmic Trading at UBS
Industry Financial Services
Experience
UBS Investment Bank October 2013 - Present
Jefferies LLC June 2011 - October 2013
Noesis LLC June 2010 - December 2010
The Blackstone Group December 2009 - January 2010
China Securities Co., Ltd. June 2009 - August 2009
J.P. Morgan December 2007 - February 2008
Education
Stevens Institute of Technology
PhD Candidate, Financial Engineering
New York University
MS, Financial Engineering
Beijing Institute of Technology
BS, Physics
UBS Investment Bank October 2013 - Present
Jefferies LLC June 2011 - October 2013
Noesis LLC June 2010 - December 2010
The Blackstone Group December 2009 - January 2010
China Securities Co., Ltd. June 2009 - August 2009
J.P. Morgan December 2007 - February 2008
Education
Stevens Institute of Technology
PhD Candidate, Financial Engineering
New York University
MS, Financial Engineering
Beijing Institute of Technology
BS, Physics
Lisa Karakis Lisa Karakis's Jefferies LLC Experience December 2004 - Present
Job Anti Money Laundering Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC December 2004 - Present
Jefferies LLC December 2004 - Present
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Risk Management, Analysis
Education
City University of New York-Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Jefferies LLC December 2004 - Present
Jefferies LLC December 2004 - Present
Skills
Microsoft Excel, PowerPoint, Customer Service, Microsoft Word, Microsoft Office, Risk Management, Analysis
Education
City University of New York-Baruch College 2000 — 2004
Bachelor of Business Administration (BBA), Entrepreneurial and Small Business Operations
Lee Westerfield's Jefferies LLC Experience 2003 - 2004
Job CFO at The Orchard
Industry Internet
Experience
The Orchard 2014 - Present
Korrect Ltd 2015 - Present
appMobi 2011 - 2013
BMO Capital Markets 2008 - 2010
BMO Capital Markets 2004 - 2008
Jefferies LLC 2003 - 2004
UBS 1995 - 2003
Time Warner Inc. 1990 - 1993
Education
Yale University 1986 — 1990
BA
Columbia Business School 1993 — 1995
MBA
The Orchard 2014 - Present
Korrect Ltd 2015 - Present
appMobi 2011 - 2013
BMO Capital Markets 2008 - 2010
BMO Capital Markets 2004 - 2008
Jefferies LLC 2003 - 2004
UBS 1995 - 2003
Time Warner Inc. 1990 - 1993
Education
Yale University 1986 — 1990
BA
Columbia Business School 1993 — 1995
MBA
Aashrita Reddy Aashrita Reddy's Jefferies LLC Experience June 2014 - Present
Job Corporate Technology Associate at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC June 2014 - Present
NYU Polytechnic School of Engineering, Department of Technology Management and Innovation September 2012 - May 2014
Mars July 2012 - July 2012
Cognizant Technology Solutions December 2010 - December 2010
Skills
Data Analysis, Project Management, Program Management, Business Analysis, Operations Management, SQL, MIS, Research, Microsoft Office, Supply Chain Management, Analysis, Process Improvement, Team Leadership
Education
New York University 2012 — 2014
Master's degree, Management of Technology
Anna University 2008 — 2012
Bachelor's degree, Information Technology
Jefferies LLC June 2014 - Present
NYU Polytechnic School of Engineering, Department of Technology Management and Innovation September 2012 - May 2014
Mars July 2012 - July 2012
Cognizant Technology Solutions December 2010 - December 2010
Skills
Data Analysis, Project Management, Program Management, Business Analysis, Operations Management, SQL, MIS, Research, Microsoft Office, Supply Chain Management, Analysis, Process Improvement, Team Leadership
Education
New York University 2012 — 2014
Master's degree, Management of Technology
Anna University 2008 — 2012
Bachelor's degree, Information Technology
Shane McHugh Shane McHugh's Jefferies LLC Experience July 2013 - June 2015
Job Associate at CCMP Capital
Industry Banking
Experience
CCMP Capital July 2015 - Present
Jefferies LLC July 2013 - June 2015
Jefferies & Company May 2012 - August 2012
Education
Brown University 2009 — 2013
BA, Economics
St. Andrew's School 2005 — 2009
CCMP Capital July 2015 - Present
Jefferies LLC July 2013 - June 2015
Jefferies & Company May 2012 - August 2012
Education
Brown University 2009 — 2013
BA, Economics
St. Andrew's School 2005 — 2009
Daniel Ignacio Alliati Daniel Ignacio Alliati's Jefferies LLC Experience May 2014 - August 2014
Job Investment Banking Associate at Jefferies
Industry Investment Banking
Experience
Jefferies August 2015 - Present
Columbia Business School September 2013 - May 2015
Jefferies LLC May 2014 - August 2014
AXION energy October 2012 - June 2013
ExxonMobil October 2011 - September 2012
ExxonMobil April 2009 - September 2011
ExxonMobil December 2007 - March 2009
Skills
Energy, Downstream Oil & Gas, Negotiation, Petroleum, Business Strategy, Lubricants, Refinery, Valuation, Financial Modeling, Analysis, Oil/Gas, Investment Banking, Pricing, Sales, Gas, Engineering, New Business Development, Corporate Finance
Education
Columbia University - Columbia Business School 2013 — 2015
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2002 — 2007
Industrial Engineering
Universita Degli Studi di Parma 2006 — 2006
Exchange Program, Industrial Engineer
Jefferies August 2015 - Present
Columbia Business School September 2013 - May 2015
Jefferies LLC May 2014 - August 2014
AXION energy October 2012 - June 2013
ExxonMobil October 2011 - September 2012
ExxonMobil April 2009 - September 2011
ExxonMobil December 2007 - March 2009
Skills
Energy, Downstream Oil & Gas, Negotiation, Petroleum, Business Strategy, Lubricants, Refinery, Valuation, Financial Modeling, Analysis, Oil/Gas, Investment Banking, Pricing, Sales, Gas, Engineering, New Business Development, Corporate Finance
Education
Columbia University - Columbia Business School 2013 — 2015
Pontificia Universidad Católica Argentina 'Santa María de los Buenos Aires' 2002 — 2007
Industrial Engineering
Universita Degli Studi di Parma 2006 — 2006
Exchange Program, Industrial Engineer
Tyler Reed Tyler Reed's Jefferies LLC Experience December 2013 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC December 2013 - Present
UBS June 2013 - August 2013
Manning & Napier Advisors May 2012 - January 2013
Mendon Ponds Park May 2010 - August 2011
Education
Boston College - Carroll School of Management 2010 — 2014
BS, Finance, Economics
University College London, U. of London 2012 — 2012
McQuaid Jesuit 2004 — 2010
High School
Jefferies LLC December 2013 - Present
UBS June 2013 - August 2013
Manning & Napier Advisors May 2012 - January 2013
Mendon Ponds Park May 2010 - August 2011
Education
Boston College - Carroll School of Management 2010 — 2014
BS, Finance, Economics
University College London, U. of London 2012 — 2012
McQuaid Jesuit 2004 — 2010
High School
Jason Fan's Jefferies LLC Experience May 2014 - Present
Job Investment Banking at Jefferies LLC
Industry Banking
Experience
Jefferies LLC May 2014 - Present
Morgan Stanley June 2011 - May 2014
MidCap Advisors, LLC February 2011 - April 2011
Rodman & Renshaw July 2010 - January 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance, 3.8
Stuyvesant High School 2003 — 2007
Advanced Regents High School Diploma
Jefferies LLC May 2014 - Present
Morgan Stanley June 2011 - May 2014
MidCap Advisors, LLC February 2011 - April 2011
Rodman & Renshaw July 2010 - January 2011
Education
City University of New York-Baruch College - Zicklin School of Business 2007 — 2011
Bachelor of Business Administration, Finance, 3.8
Stuyvesant High School 2003 — 2007
Advanced Regents High School Diploma
Joshua Dell's Jefferies LLC Experience 2008 - 2010
Job Student at Columbia University School of Law
Industry
Experience
Simpson Thacher & Bartlett LLP 2014 - 2014
US Securities and Exchange Commission 2013 - 2013
Jefferies LLC 2008 - 2010
Skills
Bloomberg, Equity Research, Investment Banking, Valuation, Financial Modeling, Capital IQ, Bloomberg Terminal, Corporate Finance, Capital Markets, Equities, Equity Valuation, DCF, Fixed Income, Equity Trading, Hedge Funds, Private Equity, Trading, Financial Markets, Financial Analysis
Education
Columbia Law School 2013 — 2015
Doctor of Law (JD)
Stanford University 2004 — 2008
Bachelor of Arts (B.A.)
Simpson Thacher & Bartlett LLP 2014 - 2014
US Securities and Exchange Commission 2013 - 2013
Jefferies LLC 2008 - 2010
Skills
Bloomberg, Equity Research, Investment Banking, Valuation, Financial Modeling, Capital IQ, Bloomberg Terminal, Corporate Finance, Capital Markets, Equities, Equity Valuation, DCF, Fixed Income, Equity Trading, Hedge Funds, Private Equity, Trading, Financial Markets, Financial Analysis
Education
Columbia Law School 2013 — 2015
Doctor of Law (JD)
Stanford University 2004 — 2008
Bachelor of Arts (B.A.)
Laura Barkin Laura Barkin's Jefferies LLC Experience July 2013 - Present
Job Human Resources Generalist at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC July 2013 - Present
Jefferies LLC October 2011 - July 2013
Jefferies LLC April 2010 - October 2011
Apex Systems July 2007 - April 2010
Fred Riger Advertising Agency January 2007 - May 2007
Sony Music Entertainment June 2006 - August 2006
March of Dimes June 2005 - August 2005
Education
Binghamton University 2003 — 2007
B.A., Psychology, Business
Jefferies LLC July 2013 - Present
Jefferies LLC October 2011 - July 2013
Jefferies LLC April 2010 - October 2011
Apex Systems July 2007 - April 2010
Fred Riger Advertising Agency January 2007 - May 2007
Sony Music Entertainment June 2006 - August 2006
March of Dimes June 2005 - August 2005
Education
Binghamton University 2003 — 2007
B.A., Psychology, Business
Megan Nicholson Megan Nicholson's Jefferies LLC Experience February 2014 - Present
Job Capital Introduction at Jefferies LLC
Industry Investment Management
Experience
Jefferies LLC February 2014 - Present
Raven Rock Capital September 2009 - May 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2006 - September 2008
Skills
Equities, Hedge Funds, Private Equity, Alternative Investments, Fixed Income, Asset Managment, Series 7, Portfolio Management, Financial Analysis, Bloomberg, Emerging Markets, Investment Banking, Capital Markets, Equity Research, Valuation, Investments, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Finance, Investment Management
Boston College 1996 — 2000
BA, French, Communications
Jefferies LLC February 2014 - Present
Raven Rock Capital September 2009 - May 2010
Barclays Capital September 2008 - May 2009
Lehman Brothers July 2006 - September 2008
Skills
Equities, Hedge Funds, Private Equity, Alternative Investments, Fixed Income, Asset Managment, Series 7, Portfolio Management, Financial Analysis, Bloomberg, Emerging Markets, Investment Banking, Capital Markets, Equity Research, Valuation, Investments, Due Diligence
Education
University of North Carolina at Chapel Hill - Kenan-Flagler Business School 2004 — 2006
MBA, Finance, Investment Management
Boston College 1996 — 2000
BA, French, Communications
Mark Cerroni's Jefferies LLC Experience 2009 - 2010
Job Talent Acquistion at MediaMath
Industry Information Technology and Services
Experience
MediaMath March 2015 - Present
Indeed.com April 2014 - March 2015
Infinity Consulting Solutions December 2013 - April 2014
Pride Global December 2012 - November 2013
The ExecuSearch Group July 2011 - December 2012
Jefferies LLC 2009 - 2010
JPMorgan Chase 2007 - 2009
Skills
Microsoft Office, Equities, Accounting & Finance..., New Business Development, Foreign Exchange, Collateral Management, Business Analysis, Current State Assessment, RFP, MBA, Organizational..., Temporary Staffing
Education
Binghamton University - School of Management 2006 — 2007
MBA, Business Management
Binghamton University 1998 — 2002
BS, Management
Hogeschool voor Economische Studies Amsterdam (HES) 2000 — 2001
International Business & European Integration
MediaMath March 2015 - Present
Indeed.com April 2014 - March 2015
Infinity Consulting Solutions December 2013 - April 2014
Pride Global December 2012 - November 2013
The ExecuSearch Group July 2011 - December 2012
Jefferies LLC 2009 - 2010
JPMorgan Chase 2007 - 2009
Skills
Microsoft Office, Equities, Accounting & Finance..., New Business Development, Foreign Exchange, Collateral Management, Business Analysis, Current State Assessment, RFP, MBA, Organizational..., Temporary Staffing
Education
Binghamton University - School of Management 2006 — 2007
MBA, Business Management
Binghamton University 1998 — 2002
BS, Management
Hogeschool voor Economische Studies Amsterdam (HES) 2000 — 2001
International Business & European Integration
Jeremy Wenner's Jefferies LLC Experience January 2015 - Present
Job Managing Director Wealth Management at Jefferies LLC
Industry Investment Management
Experience
Jefferies LLC January 2015 - Present
Jefferies LLC August 2010 - December 2014
Thomas Weisel Partners Group March 2007 - August 2010
SF Sentry September 2002 - January 2007
Banc of America Securities PCS May 1998 - August 2002
Nationsbanc Montgomery/Banc of America Securities 1998 - 2002
Skills
Equities, Asset Management, Hedge Funds, Portfolio Management, Securities, Series 7, Wealth Management, Restricted Stock, 10b5-1 Plans
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2007
MBA
Colgate University 1993 — 1997
BA, Political Science, History
Loomis Chaffee Prep School 1990 — 1993
Jefferies LLC January 2015 - Present
Jefferies LLC August 2010 - December 2014
Thomas Weisel Partners Group March 2007 - August 2010
SF Sentry September 2002 - January 2007
Banc of America Securities PCS May 1998 - August 2002
Nationsbanc Montgomery/Banc of America Securities 1998 - 2002
Skills
Equities, Asset Management, Hedge Funds, Portfolio Management, Securities, Series 7, Wealth Management, Restricted Stock, 10b5-1 Plans
Education
University of California, Berkeley - Walter A. Haas School of Business 2004 — 2007
MBA
Colgate University 1993 — 1997
BA, Political Science, History
Loomis Chaffee Prep School 1990 — 1993
Francisco Lume's Jefferies LLC Experience 2009 - 2014
Job Director at Axia
Industry Financial Services
Experience
Axia Group 2015 - Present
Jefferies LLC 2009 - 2014
Lazard Frères & Co. 2006 - 2009
PicewaterhouseCoopers August 2004 - 2006
PwC Consulting 2000 - June 2002
Skills
Investment Banking, M&A experience, Private Equity, Private Placements, Restructuring, PIPEs, ECM, Latin America, Structured Products, DCM, EMEA, Emerging Markets, Special Situations, Valuation, Corporate Finance, Equity Capital Markets, Mergers, Due Diligence, Capital Markets, Mergers & Acquisitions
Education
Yale School of Management 2002 — 2004
MBA
Faculdade de Engenharia da Universidade do Porto 1993 — 1998
Licenciatura, Industrial Engineering
Axia Group 2015 - Present
Jefferies LLC 2009 - 2014
Lazard Frères & Co. 2006 - 2009
PicewaterhouseCoopers August 2004 - 2006
PwC Consulting 2000 - June 2002
Skills
Investment Banking, M&A experience, Private Equity, Private Placements, Restructuring, PIPEs, ECM, Latin America, Structured Products, DCM, EMEA, Emerging Markets, Special Situations, Valuation, Corporate Finance, Equity Capital Markets, Mergers, Due Diligence, Capital Markets, Mergers & Acquisitions
Education
Yale School of Management 2002 — 2004
MBA
Faculdade de Engenharia da Universidade do Porto 1993 — 1998
Licenciatura, Industrial Engineering
Eric Lowrey, CIRA's Jefferies LLC Experience April 2009 - August 2012
Job
Industry Management Consulting
Experience
Guggenheim Partners October 2013 - July 2014
Jefferies LLC April 2009 - August 2012
Blueknight Energy Partners, LP August 2008 - April 2009
Deutsche Bank August 2007 - July 2008
New Harbor Incorporated February 2000 - May 2005
Ridgewood Country Club, LLC September 1997 - January 2000
Barclays Investment Bank August 1995 - August 1997
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Mergers & Acquisitions, Restructuring, Capital Markets, Leveraged Finance, Distressed Debt, Distressed M&A, Corporate Finance, Equities, Fixed Income, Credit, Power Utilities, Merchant Generation, Debt Restructuring, Business Strategy, Due Diligence, Strategy, Credit Risk, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (M.B.A.), Finance & Management, GPA: 3.8/4.0, GMAT: 750 (99th Percentile)
Boston College
Bachelor's Degree, Economics, GPA: 3.6/4.0
London School of Economics and Political Science
Economics
Guggenheim Partners October 2013 - July 2014
Jefferies LLC April 2009 - August 2012
Blueknight Energy Partners, LP August 2008 - April 2009
Deutsche Bank August 2007 - July 2008
New Harbor Incorporated February 2000 - May 2005
Ridgewood Country Club, LLC September 1997 - January 2000
Barclays Investment Bank August 1995 - August 1997
Skills
Valuation, Investment Banking, Financial Modeling, Private Equity, Mergers & Acquisitions, Restructuring, Capital Markets, Leveraged Finance, Distressed Debt, Distressed M&A, Corporate Finance, Equities, Fixed Income, Credit, Power Utilities, Merchant Generation, Debt Restructuring, Business Strategy, Due Diligence, Strategy, Credit Risk, Hedge Funds
Education
Columbia University - Columbia Business School 2005 — 2007
Master of Business Administration (M.B.A.), Finance & Management, GPA: 3.8/4.0, GMAT: 750 (99th Percentile)
Boston College
Bachelor's Degree, Economics, GPA: 3.6/4.0
London School of Economics and Political Science
Economics
Ali Bastani's Jefferies LLC Experience July 2011 - Present
Job Senior Vice President at Jefferies LLC
Industry Capital Markets
Experience
Jefferies LLC July 2011 - Present
Merrill Lynch January 2007 - June 2011
Education
Columbia University in the City of New York 2006 — 2007
Master of Science (M.S.), Financial Engineering
Columbia University in the City of New York 2001 — 2006
Doctor of Philosophy (Ph.D.), Electrical Engineering
Sharif University of Technology 1993 — 1997
Bachelor of Science (B.Sc.), Electrical Engineering
Jefferies LLC July 2011 - Present
Merrill Lynch January 2007 - June 2011
Education
Columbia University in the City of New York 2006 — 2007
Master of Science (M.S.), Financial Engineering
Columbia University in the City of New York 2001 — 2006
Doctor of Philosophy (Ph.D.), Electrical Engineering
Sharif University of Technology 1993 — 1997
Bachelor of Science (B.Sc.), Electrical Engineering
Radu Patrichi, CFA's Jefferies LLC Experience 2010 - 2015
Job Corporate Development at Autodesk
Industry Computer Software
Experience
Autodesk 2015 - Present
Jefferies LLC 2010 - 2015
Barclays Capital 2008 - 2010
Lehman Brothers 2008 - 2008
Campbell Hall 2002 - 2007
BMO Capital Markets 2006 - 2006
NWQ Investment Management Co. 2000 - 2006
Networks Electronic Corp. 1997 - 2000
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Investments, Financial Services, Mergers, Risk Management, Due Diligence, Corporate Development, Financial Advisory, Portfolio Management, Investment Management, Equity Research, Financial Modeling, Capital Markets, Aerospace, Industrials, Corporate Finance, Private Equity
Education
Columbia University - Columbia Business School 2007 — 2008
MBA
California State University-Northridge 1997 — 2001
B.S.
Campbell Hall
Autodesk 2015 - Present
Jefferies LLC 2010 - 2015
Barclays Capital 2008 - 2010
Lehman Brothers 2008 - 2008
Campbell Hall 2002 - 2007
BMO Capital Markets 2006 - 2006
NWQ Investment Management Co. 2000 - 2006
Networks Electronic Corp. 1997 - 2000
Skills
Valuation, Investment Banking, Mergers & Acquisitions, Investments, Financial Services, Mergers, Risk Management, Due Diligence, Corporate Development, Financial Advisory, Portfolio Management, Investment Management, Equity Research, Financial Modeling, Capital Markets, Aerospace, Industrials, Corporate Finance, Private Equity
Education
Columbia University - Columbia Business School 2007 — 2008
MBA
California State University-Northridge 1997 — 2001
B.S.
Campbell Hall
John Noonan, CFA's Jefferies LLC Experience 2010 - 2012
Job COO, Americas Equities
Industry Investment Banking
Experience
Jefferies & Company 2012 - Present
Jefferies LLC 2010 - 2012
Nomura Securities 2000 - 2009
Nomura Securities 1998 - 2002
Nomura Securities May 1996 - 1998
PwC July 1993 - May 1996
Skills
Equities, Equity Derivatives, Electronic Trading, Risk Management, Business Management, Trading, Market Risk, Hedge Funds, Swaps, Technology Planning, Prime Brokerage, Equity Research, Equity Compensation, Proprietary Trading, Equity Trading, Business Strategy, ETFs, Series 7, Series 63, Funding, Series 24, Derivatives, Trading Systems, Portfolio Management, Securities, Valuation, Financial Risk
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
Master of Business Administration (MBA)
Cornell University 1989 — 1993
Bachelor of Science (BS)
Stuyvesant High School 1985 — 1989
Jefferies & Company 2012 - Present
Jefferies LLC 2010 - 2012
Nomura Securities 2000 - 2009
Nomura Securities 1998 - 2002
Nomura Securities May 1996 - 1998
PwC July 1993 - May 1996
Skills
Equities, Equity Derivatives, Electronic Trading, Risk Management, Business Management, Trading, Market Risk, Hedge Funds, Swaps, Technology Planning, Prime Brokerage, Equity Research, Equity Compensation, Proprietary Trading, Equity Trading, Business Strategy, ETFs, Series 7, Series 63, Funding, Series 24, Derivatives, Trading Systems, Portfolio Management, Securities, Valuation, Financial Risk
Education
New York University - Leonard N. Stern School of Business 1998 — 2002
Master of Business Administration (MBA)
Cornell University 1989 — 1993
Bachelor of Science (BS)
Stuyvesant High School 1985 — 1989
Rishi Jhaver's Jefferies LLC Experience August 2012 - Present
Job Investment Banking Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC August 2012 - Present
Wheels, Inc. June 2008 - May 2011
Compuware Corp August 2006 - June 2008
Progressive Insurance February 2004 - August 2006
Skills
Business Intelligence, Mergers & Acquisitions, .NET, Integration, Microsoft SQL Server, Software Development, Analytics, SOA, Valuation, Due Diligence, Investments, Quality Assurance, Portfolio Management, Consulting, Investment Banking, Business Analysis, Corporate Finance, Fixed Income, Finance, Options, WCF, Project Management, Financial Modeling, Private Equity, Risk Management, Venture Capital, Software Design, Strategy, Equities, Capital Markets, Business Strategy, Financial Analysis, Agile Methodologies, Data Analysis, Competitive Analysis, SDLC, Management Consulting
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Accounting and Finance, Honors
University of Cincinnati 2001 — 2003
Masters, Computer Science
Birla Institute of Technology and Science, Pilani 1996 — 2000
Bachelors, Electrical & Electronics
Jefferies LLC August 2012 - Present
Wheels, Inc. June 2008 - May 2011
Compuware Corp August 2006 - June 2008
Progressive Insurance February 2004 - August 2006
Skills
Business Intelligence, Mergers & Acquisitions, .NET, Integration, Microsoft SQL Server, Software Development, Analytics, SOA, Valuation, Due Diligence, Investments, Quality Assurance, Portfolio Management, Consulting, Investment Banking, Business Analysis, Corporate Finance, Fixed Income, Finance, Options, WCF, Project Management, Financial Modeling, Private Equity, Risk Management, Venture Capital, Software Design, Strategy, Equities, Capital Markets, Business Strategy, Financial Analysis, Agile Methodologies, Data Analysis, Competitive Analysis, SDLC, Management Consulting
Education
The University of Chicago - Booth School of Business 2009 — 2012
MBA, Accounting and Finance, Honors
University of Cincinnati 2001 — 2003
Masters, Computer Science
Birla Institute of Technology and Science, Pilani 1996 — 2000
Bachelors, Electrical & Electronics
John Streppa, CFA's Jefferies LLC Experience May 2014 - Present
Job Equity Research Associate TMT Internet & Interactive Entertainment
Industry Financial Services
Experience
Jefferies July 2015 - Present
Jefferies LLC May 2014 - Present
Cambridge Associates L.L.C March 2010 - May 2013
Cambridge Associates L.L.C June 2008 - February 2010
Waddell & Reed April 2007 - August 2007
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Finance, Strategy
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance
Blessed Trinity 2000 — 2004
Jefferies July 2015 - Present
Jefferies LLC May 2014 - Present
Cambridge Associates L.L.C March 2010 - May 2013
Cambridge Associates L.L.C June 2008 - February 2010
Waddell & Reed April 2007 - August 2007
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Finance, Strategy
Virginia Polytechnic Institute and State University - Pamplin College of Business 2004 — 2008
Bachelor of Science (B.S.), Finance
Blessed Trinity 2000 — 2004
Teddy Greenspan's Jefferies LLC Experience April 2011 - Present
Job at
Industry Financial Services
Experience
Jefferies LLC April 2011 - Present
Jefferies & Company January 2010 - Present
Knight Capital Group July 2007 - January 2010
UBS 2005 - 2006
Mariner Investment Group 2004 - 2005
Morgan Stanley 2002 - 2004
Lehman Brothers April 1996 - March 2002
Education
Connecticut College 1988 — 1992
BA and BS, Art History, Government
Pikesville HS 1984 — 1988
Jefferies LLC April 2011 - Present
Jefferies & Company January 2010 - Present
Knight Capital Group July 2007 - January 2010
UBS 2005 - 2006
Mariner Investment Group 2004 - 2005
Morgan Stanley 2002 - 2004
Lehman Brothers April 1996 - March 2002
Education
Connecticut College 1988 — 1992
BA and BS, Art History, Government
Pikesville HS 1984 — 1988
Tudor Mustata's Jefferies LLC Experience September 2013 - Present
Job Research Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC September 2013 - Present
Nomura November 2011 - September 2013
Bank of America Merrill Lynch June 2010 - October 2011
Bank of America Merrill Lynch June 2008 - June 2010
Credit Suisse June 2007 - August 2007
Thomson Financial May 2005 - January 2007
Skills
Equity Research, Equities, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Equity Valuation, Quantitative Research, Quantitative Finance, Structured Products, Investments, DCF, Analysis, Economics, Derivatives, Statistics, Finance
Education
Cornell University 2007 — 2008
Masters of Engineering, Applied Operations Research
Cornell University 2004 — 2007
BS, Operations Research, Financial Engineering, Finance
Stuyvesant High School 2000 — 2004
Jefferies LLC September 2013 - Present
Nomura November 2011 - September 2013
Bank of America Merrill Lynch June 2010 - October 2011
Bank of America Merrill Lynch June 2008 - June 2010
Credit Suisse June 2007 - August 2007
Thomson Financial May 2005 - January 2007
Skills
Equity Research, Equities, Financial Modeling, Valuation, Bloomberg, Portfolio Management, Equity Valuation, Quantitative Research, Quantitative Finance, Structured Products, Investments, DCF, Analysis, Economics, Derivatives, Statistics, Finance
Education
Cornell University 2007 — 2008
Masters of Engineering, Applied Operations Research
Cornell University 2004 — 2007
BS, Operations Research, Financial Engineering, Finance
Stuyvesant High School 2000 — 2004
Steven Kaplan's Jefferies LLC Experience September 2005 - Present
Job Managing Director & Global Head of Tax at Jefferies LLC; Vice President & Chief Tax Officer at Leucadia National Corp
Industry Investment Banking
Experience
Leucadia National Corporation July 2015 - Present
Jefferies LLC September 2005 - Present
Wall Street Tax Association 2006 - Present
Wall Street Tax Association July 2009 - June 2011
Deloitte November 1998 - September 2005
Skills
Tax, Hedge Funds, Corporate Finance, Private Equity, Auditing, Investment Banking, Sarbanes-Oxley Act, International Tax, Due Diligence, Securities, CPA, Financial Structuring, Corporate Governance, Equities, Capital Markets, Fixed Income, Corporate Tax, Asset Management, SEC filings, Accounting, Alternative Investments, Financial Reporting, Derivatives, Income Tax, Internal Controls, Tax Advisory, Finance, SEC Filings
Education
Boston University 1983 — 1987
Bachelors of Science, Business/Accounting
City University of New York-Baruch College 1991 — 1995
Masters, Taxation
Hightstown High School
Leucadia National Corporation July 2015 - Present
Jefferies LLC September 2005 - Present
Wall Street Tax Association 2006 - Present
Wall Street Tax Association July 2009 - June 2011
Deloitte November 1998 - September 2005
Skills
Tax, Hedge Funds, Corporate Finance, Private Equity, Auditing, Investment Banking, Sarbanes-Oxley Act, International Tax, Due Diligence, Securities, CPA, Financial Structuring, Corporate Governance, Equities, Capital Markets, Fixed Income, Corporate Tax, Asset Management, SEC filings, Accounting, Alternative Investments, Financial Reporting, Derivatives, Income Tax, Internal Controls, Tax Advisory, Finance, SEC Filings
Education
Boston University 1983 — 1987
Bachelors of Science, Business/Accounting
City University of New York-Baruch College 1991 — 1995
Masters, Taxation
Hightstown High School
Lina Sliazas's Jefferies LLC Experience August 2009 - Present
Job Sr. Administrative Assistant at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC August 2009 - Present
UBS Investment Bank July 2005 - December 2009
Citigroup January 1999 - May 2005
Skills
Microsoft Office
Education
Columbia College Chicago
BA, Arts, Entertainment, & Media Management
Privates Litauisches Gymnasium
Jefferies LLC August 2009 - Present
UBS Investment Bank July 2005 - December 2009
Citigroup January 1999 - May 2005
Skills
Microsoft Office
Education
Columbia College Chicago
BA, Arts, Entertainment, & Media Management
Privates Litauisches Gymnasium
Jeffrey Schnell's Jefferies LLC Experience March 2010 - Present
Job Equity Research
Industry Chemicals
Experience
Jefferies LLC March 2010 - Present
McBee Associates, Inc. 2008 - March 2010
Evolution Markets September 2008 - December 2008
Education
Georgetown University - The McDonough School of Business 2006 — 2008
BSBA, Finance
American University - Kogod School of Business 2003 — 2006
Finance
Jefferies LLC March 2010 - Present
McBee Associates, Inc. 2008 - March 2010
Evolution Markets September 2008 - December 2008
Education
Georgetown University - The McDonough School of Business 2006 — 2008
BSBA, Finance
American University - Kogod School of Business 2003 — 2006
Finance
Colyer Curtis's Jefferies LLC Experience July 2008 - Present
Job Managing Director at Jefferies LLC
Industry Capital Markets
Experience
Jefferies LLC July 2008 - Present
Bear Stearns June 2002 - May 2008
Education
Columbia University - Columbia Business School 2007 — 2008
MBA, Finance
Colgate University 1998 — 2002
BA, Economics, French
Jefferies LLC July 2008 - Present
Bear Stearns June 2002 - May 2008
Education
Columbia University - Columbia Business School 2007 — 2008
MBA, Finance
Colgate University 1998 — 2002
BA, Economics, French
Steve Aldridge's Jefferies LLC Experience July 2014 - Present
Job Healthcare Investment Banking at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Marotta Gund Budd & Dzera, LLC May 2012 - July 2014
Crede Capital Group May 2010 - May 2012
Vornado Realty Trust October 2007 - April 2010
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Private Equity, Financial Modeling, Series 79, Series 63, Finance, Restructuring, DCF, Debt Restructuring, Capital Markets, Special Situations..., Leadership, Due Diligence, Healthcare, Corporate Finance
Education
Auburn University 2003 — 2007
BS, Finance
Jefferies LLC July 2014 - Present
Marotta Gund Budd & Dzera, LLC May 2012 - July 2014
Crede Capital Group May 2010 - May 2012
Vornado Realty Trust October 2007 - April 2010
Skills
Investment Banking, Mergers & Acquisitions, Valuation, Private Equity, Financial Modeling, Series 79, Series 63, Finance, Restructuring, DCF, Debt Restructuring, Capital Markets, Special Situations..., Leadership, Due Diligence, Healthcare, Corporate Finance
Education
Auburn University 2003 — 2007
BS, Finance
Marino Beato, CISSP's Jefferies LLC Experience 1996 - Present
Job VP at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC 1996 - Present
CMP Media 1994 - 1996
Key Systems 1993 - 1994
Skills
IT Audit, Information Security, Sarbanes-Oxley Act, Risk Management, Security, Risk Assessment, Active Directory, Virtualization, Vendor Management, Servers, Penetration Testing, Vulnerability Assessment, Firewalls, IT Operations, Network Security, CISSP, Information Security..., Vulnerability Management, Computer Security, IT Strategy, Infrastructure
Education
Nyack College 2007 — 2014
Master of Divinity (MDiv), Bible and theology
John Jay College of Criminal Justice 1991 — 1993
BS, Computer and Information Sciences and Support Services
Jefferies LLC 1996 - Present
CMP Media 1994 - 1996
Key Systems 1993 - 1994
Skills
IT Audit, Information Security, Sarbanes-Oxley Act, Risk Management, Security, Risk Assessment, Active Directory, Virtualization, Vendor Management, Servers, Penetration Testing, Vulnerability Assessment, Firewalls, IT Operations, Network Security, CISSP, Information Security..., Vulnerability Management, Computer Security, IT Strategy, Infrastructure
Education
Nyack College 2007 — 2014
Master of Divinity (MDiv), Bible and theology
John Jay College of Criminal Justice 1991 — 1993
BS, Computer and Information Sciences and Support Services
Andy McCullough, CFA's Jefferies LLC Experience December 2006 - January 2008
Job Technology Analyst at Surveyor Capital
Industry Investment Management
Experience
Surveyor Capital June 2015 - Present
Prospector Partners, LLC May 2008 - April 2015
Jefferies LLC December 2006 - January 2008
Credit Suisse July 1999 - October 2006
Federal Reserve Bank of New York July 1998 - June 1999
Skills
Equity Research, Investments, Information Technology, Equity Valuation, Competitive Analysis, Investment Banking, Alternative Investments, Hedge Funds, Capital Markets, Valuation, Equities, Bloomberg, Series 7
Education
Colby College 1994 — 1998
Bachelor of Arts (BA), Economics
Surveyor Capital June 2015 - Present
Prospector Partners, LLC May 2008 - April 2015
Jefferies LLC December 2006 - January 2008
Credit Suisse July 1999 - October 2006
Federal Reserve Bank of New York July 1998 - June 1999
Skills
Equity Research, Investments, Information Technology, Equity Valuation, Competitive Analysis, Investment Banking, Alternative Investments, Hedge Funds, Capital Markets, Valuation, Equities, Bloomberg, Series 7
Education
Colby College 1994 — 1998
Bachelor of Arts (BA), Economics
Ashley Del Plato, CPA's Jefferies LLC Experience November 2012 - April 2015
Job Internal Audit
Industry Accounting
Experience
Cantor Fitzgerald August 2015 - Present
Jefferies LLC November 2012 - April 2015
Ernst & Young September 2008 - September 2012
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, Internal Controls, GAAP, CPA, Financial Analysis, Auditing, Microsoft Excel, Finance, Financial Accounting, Internal Audit
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
M.S., Accounting
Binghamton University 2005 — 2008
B.S., Finance
Cantor Fitzgerald August 2015 - Present
Jefferies LLC November 2012 - April 2015
Ernst & Young September 2008 - September 2012
Skills
SEC filings, Sarbanes-Oxley Act, US GAAP, Internal Controls, GAAP, CPA, Financial Analysis, Auditing, Microsoft Excel, Finance, Financial Accounting, Internal Audit
Education
University of Notre Dame - Mendoza College of Business 2008 — 2009
M.S., Accounting
Binghamton University 2005 — 2008
B.S., Finance
William Ogden's Jefferies LLC Experience August 2012 - March 2014
Job Vice President at Fundation Group LLC
Industry Financial Services
Experience
Fundation Group LLC March 2014 - Present
Jefferies LLC August 2012 - March 2014
Jefferies & Company June 2011 - August 2011
XR Trading July 2007 - April 2010
Bank of America June 2006 - July 2007
Skills
Financial Modeling, Capital Markets, Bloomberg, Equities, Valuation, Investment Banking, Corporate Finance, Derivatives, Financial Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), History, Economics
Fundation Group LLC March 2014 - Present
Jefferies LLC August 2012 - March 2014
Jefferies & Company June 2011 - August 2011
XR Trading July 2007 - April 2010
Bank of America June 2006 - July 2007
Skills
Financial Modeling, Capital Markets, Bloomberg, Equities, Valuation, Investment Banking, Corporate Finance, Derivatives, Financial Analysis
Education
Columbia University - Columbia Business School 2010 — 2012
MBA, Finance
Davidson College 2002 — 2006
Bachelor of Arts (B.A.), History, Economics
Darwin Chan's Jefferies LLC Experience June 2013 - Present
Job Trader, Senior Vice President at Jefferies LLC
Industry Capital Markets
Experience
Jefferies LLC June 2013 - Present
Morgan Stanley August 2001 - April 2013
Hull Trading / Goldman Sachs October 1997 - August 2001
Skills
Market Making, KDB, Electronic Trading, Equity Derivatives, Trading Systems
Education
Bentley University 1988 — 1993
BS, Economics
Caribou High School
Jefferies LLC June 2013 - Present
Morgan Stanley August 2001 - April 2013
Hull Trading / Goldman Sachs October 1997 - August 2001
Skills
Market Making, KDB, Electronic Trading, Equity Derivatives, Trading Systems
Education
Bentley University 1988 — 1993
BS, Economics
Caribou High School
Joseph Triolo's Jefferies LLC Experience SVP Agency TradingJefferies & CompanyDecember 2003 - January 2012
Job Managing Director at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC SVP Agency TradingJefferies & CompanyDecember 2003 - January 2012
Prudential Financial September 1997 - June 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Series 7, Securities, Equities, Financial Markets, Investments, Series 63, Structured Products
Education
College of Charleston 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Jefferies LLC SVP Agency TradingJefferies & CompanyDecember 2003 - January 2012
Prudential Financial September 1997 - June 2003
Skills
Capital Markets, Fixed Income, Investment Banking, Derivatives, Series 7, Securities, Equities, Financial Markets, Investments, Series 63, Structured Products
Education
College of Charleston 1993 — 1997
Bachelor of Business Administration (B.B.A.)
Shanna Green's Jefferies LLC Experience March 2010 - Present
Job Senior Vice President and Assistant General Counsel at Jefferies LLC
Industry Legal Services
Experience
Jefferies LLC March 2010 - Present
Dewey & LeBoeuf LLP 2007 - 2009
McDermott Will & Emery 2006 - 2007
Cadwalader, Wickersham & Taft LLP 2002 - 2005
Skills
Corporate Finance, Capital Markets, Cross-border..., Corporate Law, Securities, Fixed Income, Mergers & Acquisitions, Private Equity, Corporate Governance, Securities Regulation, Private Placements, Joint Ventures, Venture Capital, IPO, Acquisitions, Litigation
Education
Cornell Law School 2000 — 2003
JD, Business Law and Regulation
Cornell University 1996 — 2000
BS, Labor and Industrial Relations
University of Oxford
Visiting Scholar at Wolfson College
Jefferies LLC March 2010 - Present
Dewey & LeBoeuf LLP 2007 - 2009
McDermott Will & Emery 2006 - 2007
Cadwalader, Wickersham & Taft LLP 2002 - 2005
Skills
Corporate Finance, Capital Markets, Cross-border..., Corporate Law, Securities, Fixed Income, Mergers & Acquisitions, Private Equity, Corporate Governance, Securities Regulation, Private Placements, Joint Ventures, Venture Capital, IPO, Acquisitions, Litigation
Education
Cornell Law School 2000 — 2003
JD, Business Law and Regulation
Cornell University 1996 — 2000
BS, Labor and Industrial Relations
University of Oxford
Visiting Scholar at Wolfson College
Michael Broudo's Jefferies LLC Experience February 2014 - Present
Job Analyst EventDriven Equities at Jefferies LLC
Industry Investment Management
Experience
Jefferies LLC February 2014 - Present
Miller Tabak LLC 2009 - 2014
Cargill Financial Services / Black River Asset Management 2006 - 2009
Jet Capital Management 2003 - 2006
Societe Generale 2000 - 2002
Skills
Equity Valuation, Equities, Hedge Funds, Portfolio Management
Education
Columbia University in the City of New York 1993 — 1995
MA
Oberlin College 1986 — 1990
BA
Jefferies LLC February 2014 - Present
Miller Tabak LLC 2009 - 2014
Cargill Financial Services / Black River Asset Management 2006 - 2009
Jet Capital Management 2003 - 2006
Societe Generale 2000 - 2002
Skills
Equity Valuation, Equities, Hedge Funds, Portfolio Management
Education
Columbia University in the City of New York 1993 — 1995
MA
Oberlin College 1986 — 1990
BA
Jim Folan's Jefferies LLC Experience April 2010 - Present
Job SVP Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC April 2010 - Present
Citigroup September 2003 - April 2010
Merrill Lynch January 1993 - October 2001
Skills
Risk Management, Leadership, Management, Credit Risk, Market Risk, Risk Analytics, Stress Testing, Liquidity Risk, Business Strategy, Project Management, Business Analysis, Risk Architecture, Enterprise Risk..., Regulatory Risk, Planning Budgeting &..., Fixed Income, Equities, Enterprise Architecture, Capital Markets, Hedge Funds, Executive Management, Staff Development
Education
Columbia University - Columbia Business School 2007 — 2007
Executive Education Program, Professional Risk Management Certificate
University of Massachusetts, Amherst
MBA, Finance
University of Massachusetts, Amherst
BA, Social Thought and Political Economy
Jefferies LLC April 2010 - Present
Citigroup September 2003 - April 2010
Merrill Lynch January 1993 - October 2001
Skills
Risk Management, Leadership, Management, Credit Risk, Market Risk, Risk Analytics, Stress Testing, Liquidity Risk, Business Strategy, Project Management, Business Analysis, Risk Architecture, Enterprise Risk..., Regulatory Risk, Planning Budgeting &..., Fixed Income, Equities, Enterprise Architecture, Capital Markets, Hedge Funds, Executive Management, Staff Development
Education
Columbia University - Columbia Business School 2007 — 2007
Executive Education Program, Professional Risk Management Certificate
University of Massachusetts, Amherst
MBA, Finance
University of Massachusetts, Amherst
BA, Social Thought and Political Economy
Bao Yi Chen's Jefferies LLC Experience September 2008 - May 2015
Job Assistant Vice President (Tax) at Jefferies LLC
Industry Accounting
Experience
Mitsubishi UFJ Trust & Banking Corporation May 2015 - Present
Jefferies LLC September 2008 - May 2015
Poman NG CPA September 2006 - April 2008
Skills
Corporate Tax, Microsoft Excel, Tax Accounting, Tax Returns, US GAAP, Income Tax, QuickBooks, Tax
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
BBA, Accountancy
Mitsubishi UFJ Trust & Banking Corporation May 2015 - Present
Jefferies LLC September 2008 - May 2015
Poman NG CPA September 2006 - April 2008
Skills
Corporate Tax, Microsoft Excel, Tax Accounting, Tax Returns, US GAAP, Income Tax, QuickBooks, Tax
Education
Baruch College, City University of New York (CUNY) 2006 — 2008
BBA, Accountancy
David Samardin's Jefferies LLC Experience June 2011 - July 2014
Job Equity and Derivatives Compliance; Societe Generale Corporate and Investment Banking SG CIB
Industry Financial Services
Experience
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - Present
Jefferies LLC June 2011 - July 2014
Credit Suisse April 2007 - June 2011
Bank of America October 2003 - March 2007
Merrill Lynch July 2002 - October 2003
Fidelity Investments 2001 - 2001
TD Ameritrade 1996 - 1999
Skills
Options, Equities, Securities, Derivatives, Series 7
Education
City University of New York-College of Staten Island
Societe Generale Corporate and Investment Banking - SG CIB August 2014 - Present
Jefferies LLC June 2011 - July 2014
Credit Suisse April 2007 - June 2011
Bank of America October 2003 - March 2007
Merrill Lynch July 2002 - October 2003
Fidelity Investments 2001 - 2001
TD Ameritrade 1996 - 1999
Skills
Options, Equities, Securities, Derivatives, Series 7
Education
City University of New York-College of Staten Island
Amran Gowani's Jefferies LLC Experience November 2013 - Present
Job Equity Research at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC November 2013 - Present
Deutsche Bank August 2013 - November 2013
Johnson & Johnson July 2012 - August 2013
Carnegie Mellon University August 2010 - April 2012
Johnson & Johnson May 2011 - August 2011
Merck June 2006 - May 2010
University of North Carolina at Chapel Hill August 2003 - May 2004
Pfizer Pharmaceuticals May 2002 - August 2002
Pfizer Pharmaceuticals May 2001 - August 2001
Skills
Pharmaceutical Industry, Business Planning, Product Marketing, Drug Development, Brand Development..., Strategy, Technology Transfer, Cross-functional Team..., Financial Modeling, Leadership, Mergers & Acquisitions, Management, Content Strategy, Brand Development, Valuation, Equity Research, Research, R&D, Business Strategy, Product Development, Market Analysis, Financial Analysis, Market Research, Competitive Analysis, Marketing, Analytics, Product Management, Competitive Intelligence
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA
WHU - Otto Beisheim Graduate School of Management 2012 — 2012
University of North Carolina at Chapel Hill 2003 — 2006
M.S.
University of Michigan 1999 — 2003
B.S.
Jefferies LLC November 2013 - Present
Deutsche Bank August 2013 - November 2013
Johnson & Johnson July 2012 - August 2013
Carnegie Mellon University August 2010 - April 2012
Johnson & Johnson May 2011 - August 2011
Merck June 2006 - May 2010
University of North Carolina at Chapel Hill August 2003 - May 2004
Pfizer Pharmaceuticals May 2002 - August 2002
Pfizer Pharmaceuticals May 2001 - August 2001
Skills
Pharmaceutical Industry, Business Planning, Product Marketing, Drug Development, Brand Development..., Strategy, Technology Transfer, Cross-functional Team..., Financial Modeling, Leadership, Mergers & Acquisitions, Management, Content Strategy, Brand Development, Valuation, Equity Research, Research, R&D, Business Strategy, Product Development, Market Analysis, Financial Analysis, Market Research, Competitive Analysis, Marketing, Analytics, Product Management, Competitive Intelligence
Education
Carnegie Mellon University - Tepper School of Business 2010 — 2012
MBA
WHU - Otto Beisheim Graduate School of Management 2012 — 2012
University of North Carolina at Chapel Hill 2003 — 2006
M.S.
University of Michigan 1999 — 2003
B.S.
Jay Wong's Jefferies LLC Experience May 2014 - August 2014
Job Investment Banking at Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Jefferies LLC May 2014 - August 2014
Zynga 2011 - 2013
eBay 2009 - 2011
Ernst & Young 2007 - 2009
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Toronto - Rotman School of Management 2003 — 2007
Bachelor of Commerce (B.Com.), Finance, Accounting, Economics
Jefferies August 2015 - Present
Jefferies LLC May 2014 - August 2014
Zynga 2011 - 2013
eBay 2009 - 2011
Ernst & Young 2007 - 2009
Education
Carnegie Mellon University - Tepper School of Business 2013 — 2015
Master of Business Administration (MBA)
University of Toronto - Rotman School of Management 2003 — 2007
Bachelor of Commerce (B.Com.), Finance, Accounting, Economics
Kate (Henckel) Hyman's Jefferies LLC Experience July 2012 - March 2013
Job Event Coordinator at DigitalOcean
Industry Events Services
Experience
DigitalOcean January 2015 - Present
First Round Capital May 2014 - December 2014
KMH Event Planning March 2013 - May 2014
Jefferies LLC July 2012 - March 2013
West Face Capital March 2012 - July 2012
Harvey Prince July 2011 - October 2011
Viking Global Investors April 2009 - July 2011
Skills
Microsoft Excel, Photoshop, Illustrator, PowerPoint, German, Event Planning, New Business Development, techspeak translated, Advanced Calendar..., Contact Management, Vendor Management, Site Selection, Press Kits, Press Releases, Production Budgeting, Private Events, Corporate Events, Events Coordination, Marketing Communications, Social Media Consulting, Copywriting, Copy Editing
Education
Boston University 2003 — 2007
BM, Vocal Performance
DigitalOcean January 2015 - Present
First Round Capital May 2014 - December 2014
KMH Event Planning March 2013 - May 2014
Jefferies LLC July 2012 - March 2013
West Face Capital March 2012 - July 2012
Harvey Prince July 2011 - October 2011
Viking Global Investors April 2009 - July 2011
Skills
Microsoft Excel, Photoshop, Illustrator, PowerPoint, German, Event Planning, New Business Development, techspeak translated, Advanced Calendar..., Contact Management, Vendor Management, Site Selection, Press Kits, Press Releases, Production Budgeting, Private Events, Corporate Events, Events Coordination, Marketing Communications, Social Media Consulting, Copywriting, Copy Editing
Education
Boston University 2003 — 2007
BM, Vocal Performance
Donald DiDomenico's Jefferies LLC Experience March 2006 - October 2007
Job Equity Finance Middle Office at Barclays Capital
Industry Financial Services
Experience
Barclays Capital April 2015 - Present
Park Avenue Securities May 2014 - October 2014
Retail March 2013 - May 2014
Summit Financial Resources, Inc. 2012 - 2012
Northwestern Mutual 2011 - 2011
Morgan Stanley 2008 - 2009
UBS Investment Bank 2007 - 2008
Jefferies LLC March 2006 - October 2007
ABN AMRO Bank N.V. 2005 - 2006
TD Securities USA Inc 2004 - 2005
Skills
Trade Support, Equity Trading, Derivatives, Portfolio Administration, P&L Management, Collateral Management, Middle Office Operations, Client Liaison, Clearance, Capital Markets, Fixed Income Trading, Prime Brokerage, Operational Risk..., Account Reconciliation, Financial Accounting, Mutual Funds, Customer Service, Sales, Securities
Education
Arizona State University
Bachelor of Science, Finance
Barclays Capital April 2015 - Present
Park Avenue Securities May 2014 - October 2014
Retail March 2013 - May 2014
Summit Financial Resources, Inc. 2012 - 2012
Northwestern Mutual 2011 - 2011
Morgan Stanley 2008 - 2009
UBS Investment Bank 2007 - 2008
Jefferies LLC March 2006 - October 2007
ABN AMRO Bank N.V. 2005 - 2006
TD Securities USA Inc 2004 - 2005
Skills
Trade Support, Equity Trading, Derivatives, Portfolio Administration, P&L Management, Collateral Management, Middle Office Operations, Client Liaison, Clearance, Capital Markets, Fixed Income Trading, Prime Brokerage, Operational Risk..., Account Reconciliation, Financial Accounting, Mutual Funds, Customer Service, Sales, Securities
Education
Arizona State University
Bachelor of Science, Finance
Irene Gomez Gasteasoro's Jefferies LLC Experience July 2013 - Present
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies LLC July 2013 - Present
Lazard June 2011 - June 2013
Morgan Stanley 2007 - 2008
Morgan Stanley 2004 - 2007
Skills
Investment Banking, Capital Markets, Valuation, Bloomberg, Emerging Markets, Financial Modeling, Corporate Finance, Fixed Income, Financial Markets, Economics, Series 63, Interest Rate...
Education
Columbia University - Columbia Business School 2010 — 2011
Masters, Business Administration
Centro de Investigación y Docencia Económicas, A.C.
Bachelor of Science (B.S.), Economics
Jefferies LLC July 2013 - Present
Lazard June 2011 - June 2013
Morgan Stanley 2007 - 2008
Morgan Stanley 2004 - 2007
Skills
Investment Banking, Capital Markets, Valuation, Bloomberg, Emerging Markets, Financial Modeling, Corporate Finance, Fixed Income, Financial Markets, Economics, Series 63, Interest Rate...
Education
Columbia University - Columbia Business School 2010 — 2011
Masters, Business Administration
Centro de Investigación y Docencia Económicas, A.C.
Bachelor of Science (B.S.), Economics
Matt Roehl's Jefferies LLC Experience August 2014 - April 2015
Job Associate at Greenhill & Co.
Industry Investment Banking
Experience
Greenhill & Co. April 2015 - Present
Jefferies LLC August 2014 - April 2015
JPMorgan Chase June 2013 - August 2013
Expand Research - a company of The Boston Consulting Group January 2010 - July 2012
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2013 — 2013
University of California, Irvine 2006 — 2009
Bachelor's Degree
Queen Mary, U. of London 2008 — 2009
Greenhill & Co. April 2015 - Present
Jefferies LLC August 2014 - April 2015
JPMorgan Chase June 2013 - August 2013
Expand Research - a company of The Boston Consulting Group January 2010 - July 2012
Education
University of California, Berkeley, Haas School of Business 2012 — 2014
Master of Business Administration (M.B.A.)
Columbia University - Columbia Business School 2013 — 2013
University of California, Irvine 2006 — 2009
Bachelor's Degree
Queen Mary, U. of London 2008 — 2009
Regan Wilmarth-Benson's Jefferies LLC Experience 2003 - 2006
Job Senior Executive Assistant at Kensington Capital Holdings, LLC
Industry Financial Services
Experience
Kensington Capital Holdings, LLC February 2010 - Present
Next Street July 2009 - February 2010
ABS Ventures 2006 - 2009
Jefferies LLC 2003 - 2006
Pulse Trading 2002 - 2003
Skills
Concur, Calendaring, Travel Arrangements, Outlook, Administrative..., Expense Management, Lotus Notes, Office Management, Expenses, Microsoft Excel, PowerPoint, Spreadsheets, Microsoft Word, PeopleSoft, Microsoft Office, Budgets, Bloomberg, Access, Heavy Calendaring
Education
Dana Hall School 1993 — 1999
Bryant University
Kensington Capital Holdings, LLC February 2010 - Present
Next Street July 2009 - February 2010
ABS Ventures 2006 - 2009
Jefferies LLC 2003 - 2006
Pulse Trading 2002 - 2003
Skills
Concur, Calendaring, Travel Arrangements, Outlook, Administrative..., Expense Management, Lotus Notes, Office Management, Expenses, Microsoft Excel, PowerPoint, Spreadsheets, Microsoft Word, PeopleSoft, Microsoft Office, Budgets, Bloomberg, Access, Heavy Calendaring
Education
Dana Hall School 1993 — 1999
Bryant University
Joseph Tarditi's Jefferies LLC Experience May 2009 - June 2015
Job Managing Director, STFI Sales at Bank of America Merrill Lynch
Industry Investment Banking
Experience
Bank of America Merrill Lynch June 2015 - Present
Jefferies LLC May 2009 - June 2015
Merrill Lynch 1999 - 2009
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Bonds, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Marketing, Portfolio Management, Mutual Funds, Securities, Private Equity, Series 63, Series 7, Structured Finance, Structured Products, Trading, Trading Systems, Wealth Management
Education
NYU Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Clemson University 1989 — 1993
Bachelor of Science (B.S.), Accounting
Bank of America Merrill Lynch June 2015 - Present
Jefferies LLC May 2009 - June 2015
Merrill Lynch 1999 - 2009
Skills
Alternative Investments, Asset Management, Asset Managment, Bloomberg, Bonds, Capital Markets, Corporate Finance, Derivatives, Equities, Financial Analysis, Financial Markets, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Investments, Marketing, Portfolio Management, Mutual Funds, Securities, Private Equity, Series 63, Series 7, Structured Finance, Structured Products, Trading, Trading Systems, Wealth Management
Education
NYU Stern School of Business 1998 — 2000
Master of Business Administration (MBA), Finance, General
Clemson University 1989 — 1993
Bachelor of Science (B.S.), Accounting
Charlie Gumz's Jefferies LLC Experience August 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC August 2014 - Present
Lord, Abbett & Co. LLC April 2013 - August 2014
AIG July 2011 - March 2013
Colgate University September 2009 - May 2011
Peace Action New York State June 2010 - August 2010
Singita Grumeti Reserves May 2009 - August 2009
Belray Asset Management June 2008 - August 2008
Brunswick School June 2006 - August 2007
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Research, Investments
Education
Colgate University 2007 — 2011
Bachelor of Arts, Peace and Conflict Studies
University of Cape Town 2010 — 2010
Bachelor of Art, Peace and Conflict Studies
Brunswick School 2002 — 2006
Jefferies LLC August 2014 - Present
Lord, Abbett & Co. LLC April 2013 - August 2014
AIG July 2011 - March 2013
Colgate University September 2009 - May 2011
Peace Action New York State June 2010 - August 2010
Singita Grumeti Reserves May 2009 - August 2009
Belray Asset Management June 2008 - August 2008
Brunswick School June 2006 - August 2007
Skills
Microsoft Excel, Financial Modeling, PowerPoint, Research, Investments
Education
Colgate University 2007 — 2011
Bachelor of Arts, Peace and Conflict Studies
University of Cape Town 2010 — 2010
Bachelor of Art, Peace and Conflict Studies
Brunswick School 2002 — 2006
Hanoz Bhathena's Jefferies LLC Experience May 2014 - August 2014
Job Graduate Student at Columbia University
Industry Financial Services
Experience
Jefferies LLC May 2014 - August 2014
Ernst & Young June 2012 - May 2013
Citi May 2011 - July 2011
Skills
Quantitative Finance, Equities, Fixed Income, C/C++, Matlab, SQL, Microsoft Excel, VBA, MBS, C++, Financial Analysis, Trading
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (MS), Operations Research: Financial Engineering
London School of Economics and Political Science 2013 — 2013
Summer Study Abroad Program, Options, Futures and Other Financial Derivatives
University of Mumbai, VJTI 2008 — 2012
Bachelor of Technology (BTech), Electronics Engineering, 8.6/10 CGPA, First Class Honors
Ruparel College 2006 — 2008
High School, Science, 91%
Jefferies LLC May 2014 - August 2014
Ernst & Young June 2012 - May 2013
Citi May 2011 - July 2011
Skills
Quantitative Finance, Equities, Fixed Income, C/C++, Matlab, SQL, Microsoft Excel, VBA, MBS, C++, Financial Analysis, Trading
Education
Columbia University in the City of New York 2013 — 2015
Master of Science (MS), Operations Research: Financial Engineering
London School of Economics and Political Science 2013 — 2013
Summer Study Abroad Program, Options, Futures and Other Financial Derivatives
University of Mumbai, VJTI 2008 — 2012
Bachelor of Technology (BTech), Electronics Engineering, 8.6/10 CGPA, First Class Honors
Ruparel College 2006 — 2008
High School, Science, 91%
john zaika's Jefferies LLC Experience March 2007 - January 2015
Job SVP, Senior Audit Manager at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC March 2007 - January 2015
Sovereign Bank July 2006 - March 2007
Indendence Community Bank May 2005 - July 2006
Liberty Bank of New York February 1999 - May 2005
NYCB July 1990 - February 1999
Skills
CPA, CIA, CAMS, Enterprise Risk..., Due Diligence, Sarbanes-Oxley Act, SEC filings, Operational Risk, Financial Modeling, US GAAP, Internal Controls, Financial Analysis, Corporate Finance, IT Audit, Financial Audits
Education
Hunter College 2007 — 2009
Accounting
Baruch College 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Jefferies LLC March 2007 - January 2015
Sovereign Bank July 2006 - March 2007
Indendence Community Bank May 2005 - July 2006
Liberty Bank of New York February 1999 - May 2005
NYCB July 1990 - February 1999
Skills
CPA, CIA, CAMS, Enterprise Risk..., Due Diligence, Sarbanes-Oxley Act, SEC filings, Operational Risk, Financial Modeling, US GAAP, Internal Controls, Financial Analysis, Corporate Finance, IT Audit, Financial Audits
Education
Hunter College 2007 — 2009
Accounting
Baruch College 1986 — 1990
Bachelor of Business Administration (BBA), Finance, General
Albert Santos's Jefferies LLC Experience June 2008 - Present
Job Facilities Manager at Jefferies & Company
Industry Financial Services
Experience
Jefferies LLC June 2008 - Present
BNP Paribas June 2006 - June 2008
BNP Paribas October 1998 - January 2006
Skills
Facilities Management, Mailroom Operations, Customer Service, Building Services, Couriers, Life Safety, Cost Management, Supervisory Skills, Problem Solving, Firefighting, Fire Safety, Cpr Certified, HVAC, Janitorial, Management, Project Management, Team Leadership, Team Building, Contract Negotiation, Budgets, Leadership, Program Management, Negotiation, Operations Management, Process Improvement
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
The Steven L. Newman Real Estate Institute - Certification in Facilities Management, Facilities Planning and Management
Borough of Manhattan Community College 1990 — 1991
Jefferies LLC June 2008 - Present
BNP Paribas June 2006 - June 2008
BNP Paribas October 1998 - January 2006
Skills
Facilities Management, Mailroom Operations, Customer Service, Building Services, Couriers, Life Safety, Cost Management, Supervisory Skills, Problem Solving, Firefighting, Fire Safety, Cpr Certified, HVAC, Janitorial, Management, Project Management, Team Leadership, Team Building, Contract Negotiation, Budgets, Leadership, Program Management, Negotiation, Operations Management, Process Improvement
Education
Baruch College, City University of New York (CUNY) 2013 — 2014
The Steven L. Newman Real Estate Institute - Certification in Facilities Management, Facilities Planning and Management
Borough of Manhattan Community College 1990 — 1991
Michael McCarthy's Jefferies LLC Experience July 2010 - January 2015
Job Associate, Healthcare Investment Banking at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse February 2015 - Present
Jefferies LLC July 2010 - January 2015
Revolution Partners June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Economics, History
Garden City High School 2002 — 2006
Credit Suisse February 2015 - Present
Jefferies LLC July 2010 - January 2015
Revolution Partners June 2009 - August 2009
Skills
Investment Banking, Financial Modeling, Valuation, Financial Analysis, Corporate Finance
Education
Boston College 2006 — 2010
Bachelor of Arts (B.A.), Economics, History
Garden City High School 2002 — 2006
Doug Smoot's Jefferies LLC Experience 2005 - 2007
Job Financial Professional
Industry Financial Services
Experience
AXA Advisors November 2014 - Present
Wedbush Securities 2012 - 2013
Sterne Agee 2011 - 2012
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) 2010 - 2011
Oppenheimer & Co. 2010 - 2010
Capstone Sales Advisors 2007 - 2009
Jefferies LLC 2005 - 2007
Knight Securities 2003 - 2005
Chilton Investment Company 2000 - 2003
Smith Barney 1993 - 2000
Skills
Derivatives, Equity..., Equities, Hedge Funds, Asset Management, Derivatives, Fixed Income, Options, Trading, Mutual Funds, Finance, Bonds
Education
Bucknell University 1978 — 1982
Bachelor of Arts (BA), Economics
Bucknell University 1978 — 1982
Bachelor's degree, Economics
AXA Advisors November 2014 - Present
Wedbush Securities 2012 - 2013
Sterne Agee 2011 - 2012
Dahlman Rose & Co. (Acquired by Cowen Group, Inc.) 2010 - 2011
Oppenheimer & Co. 2010 - 2010
Capstone Sales Advisors 2007 - 2009
Jefferies LLC 2005 - 2007
Knight Securities 2003 - 2005
Chilton Investment Company 2000 - 2003
Smith Barney 1993 - 2000
Skills
Derivatives, Equity..., Equities, Hedge Funds, Asset Management, Derivatives, Fixed Income, Options, Trading, Mutual Funds, Finance, Bonds
Education
Bucknell University 1978 — 1982
Bachelor of Arts (BA), Economics
Bucknell University 1978 — 1982
Bachelor's degree, Economics
Carey Timbrell's Jefferies LLC Experience Managing Director & Head Western RegionJefferies LLCJanuary 2013 - Present
Job Managing Director & Head Western Region at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC Managing Director & Head Western RegionJefferies LLCJanuary 2013 - Present
Credit Suisse 1997 - December 2012
Donaldson, Lufkin & Jenrette 1997 - November 2000
Goldman Sachs 1981 - December 1996
Skills
Management, Valuation, Investment Banking, Sales, Fixed Income, Hedge Funds, Portfolio Management, Equities, Capital Markets
Education
Stanford University Graduate School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
Brown University
AB, European History
Stanford University Graduate School of Business
Master of Business Administration (MBA), Finance, General
Jefferies LLC Managing Director & Head Western RegionJefferies LLCJanuary 2013 - Present
Credit Suisse 1997 - December 2012
Donaldson, Lufkin & Jenrette 1997 - November 2000
Goldman Sachs 1981 - December 1996
Skills
Management, Valuation, Investment Banking, Sales, Fixed Income, Hedge Funds, Portfolio Management, Equities, Capital Markets
Education
Stanford University Graduate School of Business 1979 — 1981
Master of Business Administration (MBA), Finance, General
Brown University
AB, European History
Stanford University Graduate School of Business
Master of Business Administration (MBA), Finance, General
Tom Ruo's Jefferies LLC Experience January 2014 - Present
Job Assistant Vice President at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC January 2014 - Present
Jefferies LLC April 2013 - December 2014
Jefferies LLC August 2007 - March 2013
Skills
Capital Markets, Corporate Finance, Derivatives, Due Diligence, Bloomberg, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Private Equity, Valuation
Education
California State University-Los Angeles 1988 — 1992
Bachelor's Degree, Accounting and Finance
Jefferies LLC January 2014 - Present
Jefferies LLC April 2013 - December 2014
Jefferies LLC August 2007 - March 2013
Skills
Capital Markets, Corporate Finance, Derivatives, Due Diligence, Bloomberg, Equities, Finance, Financial Analysis, Financial Modeling, Fixed Income, Hedge Funds, Investment Banking, Private Equity, Valuation
Education
California State University-Los Angeles 1988 — 1992
Bachelor's Degree, Accounting and Finance
Steven Geosits's Jefferies LLC Experience March 2009 - Present
Job Chief Data Officer at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC March 2009 - Present
Morgan Stanley September 2007 - March 2009
Barclays August 2004 - September 2007
Skills
Capital Markets, Equities, Fixed Income, Investment Banking, Product Control
Education
City University of New York-Baruch College 1989 — 1993
Bachelor of Science (BS), Accounting
Jefferies LLC March 2009 - Present
Morgan Stanley September 2007 - March 2009
Barclays August 2004 - September 2007
Skills
Capital Markets, Equities, Fixed Income, Investment Banking, Product Control
Education
City University of New York-Baruch College 1989 — 1993
Bachelor of Science (BS), Accounting
Anthony Feeney's Jefferies LLC Experience February 2013 - Present
Job Etrading at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC February 2013 - Present
Newedge USA August 2010 - February 2013
Calyon - Newedge October 2005 - September 2010
Cargill Investor Service January 2001 - October 2005
Cargill Investor Service September 1997 - February 2001
Skills
Trading Systems, Trading, Derivatives, Stock options, Financial Markets, Options, Equities, Fixed Income, Electronic Trading, Commodity, Bloomberg, Hedge Funds, Capital Markets, Management
Education
University of Illinois at Chicago 1991 — 1993
College of DuPage 1988 — 1991
Jefferies LLC February 2013 - Present
Newedge USA August 2010 - February 2013
Calyon - Newedge October 2005 - September 2010
Cargill Investor Service January 2001 - October 2005
Cargill Investor Service September 1997 - February 2001
Skills
Trading Systems, Trading, Derivatives, Stock options, Financial Markets, Options, Equities, Fixed Income, Electronic Trading, Commodity, Bloomberg, Hedge Funds, Capital Markets, Management
Education
University of Illinois at Chicago 1991 — 1993
College of DuPage 1988 — 1991
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS