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
Elizabeth Gamsin Elizabeth Gamsin's Jefferies LLC Experience January 2014 - July 2014
Job Sales Coordinator at JRK Property Holdings
Industry Real Estate
Experience
JRK Property Holdings January 2015 - Present
Jefferies LLC January 2014 - July 2014
Jefferies & Company July 2011 - January 2014
Skills
Investment Banking, Bloomberg, Financial Modeling, Valuation, Capital Markets, Private Equity, Hedge Funds, Microsoft Office, Financial Analysis, Marketing Strategy, Marketing, Real Estate Marketing
Education
Dartmouth College 2007 — 2011
A.B., English, Economics
JRK Property Holdings January 2015 - Present
Jefferies LLC January 2014 - July 2014
Jefferies & Company July 2011 - January 2014
Skills
Investment Banking, Bloomberg, Financial Modeling, Valuation, Capital Markets, Private Equity, Hedge Funds, Microsoft Office, Financial Analysis, Marketing Strategy, Marketing, Real Estate Marketing
Education
Dartmouth College 2007 — 2011
A.B., English, Economics
Pete Humiston Pete Humiston's Jefferies LLC Experience May 2014 - August 2014
Job Equity Sales Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies July 2015 - Present
Jefferies LLC May 2014 - August 2014
Wall Street Oasis August 2013 - March 2014
Lambda Chi Alpha Fraternity, Inc. December 2012 - December 2013
Indiana University Kelley School of Business August 2012 - May 2013
Home Technics October 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, Team Building, New Business Development, Strategic Planning, Project Management, Financial Analysis, Equity Trading, Budgets, Entrepreneurship, Public Speaking, Team Leadership
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance
IU Investment Banking and Capital Markets Workshop 2013 — 2015
Investment Management Track - Sales and Trading
Knall-Cohen Investment Fund 2013 — 2015
Analyst
Wealth Creation Scholar 2013 — 2013
Scholar
Jefferies July 2015 - Present
Jefferies LLC May 2014 - August 2014
Wall Street Oasis August 2013 - March 2014
Lambda Chi Alpha Fraternity, Inc. December 2012 - December 2013
Indiana University Kelley School of Business August 2012 - May 2013
Home Technics October 2010 - August 2012
Skills
Microsoft Excel, Microsoft Office, Team Building, New Business Development, Strategic Planning, Project Management, Financial Analysis, Equity Trading, Budgets, Entrepreneurship, Public Speaking, Team Leadership
Education
Indiana University Bloomington 2011 — 2015
Bachelor of Science (B.S.), Finance
IU Investment Banking and Capital Markets Workshop 2013 — 2015
Investment Management Track - Sales and Trading
Knall-Cohen Investment Fund 2013 — 2015
Analyst
Wealth Creation Scholar 2013 — 2013
Scholar
Amanda Liew's Jefferies LLC Experience July 2013 - September 2015
Job Media & Telecom Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2013 - September 2015
Jefferies LLC May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
University of Pennsylvania January 2011 - May 2011
The San Diego Foundation June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Financial Modeling, Microsoft Office, PowerPoint, Digital Photography, Blogging, Microsoft Word, Social Media, Leadership, Research, Adobe Bridge, Photoshop, WordPress, Squarespace, Public Speaking, Philanthropy, Marketing, DCF, Capital IQ
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
King's College London, U. of London 2011 — 2011
La Jolla High School 2005 — 2009
Jefferies LLC July 2013 - September 2015
Jefferies LLC May 2012 - August 2012
Morgan Stanley Smith Barney June 2011 - August 2011
University of Pennsylvania January 2011 - May 2011
The San Diego Foundation June 2010 - August 2010
Skills
Financial Analysis, Microsoft Excel, Data Analysis, Financial Modeling, Microsoft Office, PowerPoint, Digital Photography, Blogging, Microsoft Word, Social Media, Leadership, Research, Adobe Bridge, Photoshop, WordPress, Squarespace, Public Speaking, Philanthropy, Marketing, DCF, Capital IQ
Education
University of Pennsylvania 2009 — 2013
Bachelor of Science (B.S.), Finance and Marketing
King's College London, U. of London 2011 — 2011
La Jolla High School 2005 — 2009
Mary (Clifford) McCooey's Jefferies LLC Experience May 2014 - Present
Job Human Resources
Industry Financial Services
Experience
Jefferies LLC May 2014 - Present
Standard & Poor's, A Division of The McGraw-Hill Companies 2004 - 2012
Gruntal & Co 1997 - 2003
Loews Corporation January 1996 - October 1997
Oppenheimer Capital April 1994 - January 1996
Barclays Bank February 1990 - April 1994
American International Group August 1988 - February 1990
Kidder Peabody & Co., Inc. June 1987 - August 1988
DFS Dorland Worldwide, Inc. June 1986 - June 1987
Skills
Strategic Planning, Team Building, Coaching, Succession Planning, Talent Acquisition, Program Management, Performance Management, Human Resources, Process Improvement, Employee Engagement, Recruiting, Employee Benefits, Employee Relations, Mergers & Acquisitions, Change Management, Strategy, Vendor Management, Onboarding, Talent Management, Organizational..., Business Process..., PeopleSoft, Deferred Compensation, Organizational Design, Workforce Planning, HRIS, Outsourcing, Financial Services, Applicant Tracking..., Personnel Management, College Recruiting, Compensation & Benefit, Organizational..., Executive Search, Sourcing, Employer Branding, Benefits Administration, Executive Coaching, Interviews, HR Transformation, HR Consulting, Executive Pay, Career Development, Technical Recruiting, HR Policies, Taleo, Leadership Development, Employee Training, Job Evaluation, Management
Education
Marist College 1982 — 1986
BA, Communications
Jefferies LLC May 2014 - Present
Standard & Poor's, A Division of The McGraw-Hill Companies 2004 - 2012
Gruntal & Co 1997 - 2003
Loews Corporation January 1996 - October 1997
Oppenheimer Capital April 1994 - January 1996
Barclays Bank February 1990 - April 1994
American International Group August 1988 - February 1990
Kidder Peabody & Co., Inc. June 1987 - August 1988
DFS Dorland Worldwide, Inc. June 1986 - June 1987
Skills
Strategic Planning, Team Building, Coaching, Succession Planning, Talent Acquisition, Program Management, Performance Management, Human Resources, Process Improvement, Employee Engagement, Recruiting, Employee Benefits, Employee Relations, Mergers & Acquisitions, Change Management, Strategy, Vendor Management, Onboarding, Talent Management, Organizational..., Business Process..., PeopleSoft, Deferred Compensation, Organizational Design, Workforce Planning, HRIS, Outsourcing, Financial Services, Applicant Tracking..., Personnel Management, College Recruiting, Compensation & Benefit, Organizational..., Executive Search, Sourcing, Employer Branding, Benefits Administration, Executive Coaching, Interviews, HR Transformation, HR Consulting, Executive Pay, Career Development, Technical Recruiting, HR Policies, Taleo, Leadership Development, Employee Training, Job Evaluation, Management
Education
Marist College 1982 — 1986
BA, Communications
Nicholas Gomes's Jefferies LLC Experience May 2014 - Present
Job Fixed Income Compliance Analyst at Jefferies
Industry Financial Services
Experience
Jefferies LLC May 2014 - Present
Bank of America September 2012 - May 2014
Newell Rubbermaid May 2011 - August 2011
Travelers Insurance June 2010 - August 2010
Skills
Bloomberg, SharePoint, Microsoft Excel, VBA, Pivot Tables, Vlookup, PowerPoint, SQL, Policy Analysis, Regulatory Analysis
Education
Elon University 2008 — 2012
Bachelor of Science (B.S.), Computer Information Systems
Suffield Academy 2004 — 2008
Jefferies LLC May 2014 - Present
Bank of America September 2012 - May 2014
Newell Rubbermaid May 2011 - August 2011
Travelers Insurance June 2010 - August 2010
Skills
Bloomberg, SharePoint, Microsoft Excel, VBA, Pivot Tables, Vlookup, PowerPoint, SQL, Policy Analysis, Regulatory Analysis
Education
Elon University 2008 — 2012
Bachelor of Science (B.S.), Computer Information Systems
Suffield Academy 2004 — 2008
David Walker David Walker'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 June 2013 - August 2013
GE Capital June 2012 - August 2012
Oppenheimer & Co. Inc. June 2011 - August 2011
Skills
Finance, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Bloomberg, Leadership, Valuation, Microsoft Excel, Data Analysis, Accounting, Public Speaking, PowerPoint, Research, Analysis, Microsoft Word, Morningstar, Capital IQ
Education
Michigan State University
Bachelors of Arts, Finance, Economics, 3.5
Jefferies LLC July 2014 - Present
Jefferies LLC June 2013 - August 2013
GE Capital June 2012 - August 2012
Oppenheimer & Co. Inc. June 2011 - August 2011
Skills
Finance, Financial Modeling, Financial Analysis, Corporate Finance, Investments, Bloomberg, Leadership, Valuation, Microsoft Excel, Data Analysis, Accounting, Public Speaking, PowerPoint, Research, Analysis, Microsoft Word, Morningstar, Capital IQ
Education
Michigan State University
Bachelors of Arts, Finance, Economics, 3.5
Andy Mathes Andy Mathes's Jefferies LLC Experience 2003 - 2005
Job Executive Vice President, Business Development
Industry Venture Capital & Private Equity
Experience
United Sciences, LLC 2015 - Present
Sparus Holdings, Inc. 2013 - 2015
Source Capital, LLC 2008 - 2015
J.P. Morgan 2007 - 2008
Morgan Keegan & Company, Inc. 2005 - 2007
Jefferies LLC 2003 - 2005
Skills
Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Development, Valuation, Investments, Finance, Business Development, Options, Equities, Investment Banking, Financial Analysis, Venture Capital, Financial Modeling
Education
Emory University - Goizueta Business School 1999 — 2003
Bachelor of Business Administration (BBA), Finance
John Burroughs School 1993 — 1999
United Sciences, LLC 2015 - Present
Sparus Holdings, Inc. 2013 - 2015
Source Capital, LLC 2008 - 2015
J.P. Morgan 2007 - 2008
Morgan Keegan & Company, Inc. 2005 - 2007
Jefferies LLC 2003 - 2005
Skills
Due Diligence, Private Equity, Mergers & Acquisitions, Corporate Development, Valuation, Investments, Finance, Business Development, Options, Equities, Investment Banking, Financial Analysis, Venture Capital, Financial Modeling
Education
Emory University - Goizueta Business School 1999 — 2003
Bachelor of Business Administration (BBA), Finance
John Burroughs School 1993 — 1999
Rachel Yu's Jefferies LLC Experience November 2012 - Present
Job Market Risk Associate
Industry Investment Banking
Experience
Jefferies February 2015 - Present
Jefferies LLC November 2012 - Present
Jefferies LLC November 2011 - November 2012
Jefferies LLC July 2011 - September 2011
CITIC Securities June 2009 - July 2009
AIG July 2008 - September 2008
Skills
Risk Management, Market Risk, Quantitative Finance, Credit Risk, Investment Banking, CFA, Financial Modeling, Credit Analysis, VBA, SQL, Mandarin
Education
Chartered Financial Analyst Institute 2013 — 2015
Level III Candidate (June 2015)
Imperial College London 2010 — 2011
Master in Science, Risk Management and Financial Engineering, Merit
University of Liverpool 2006 — 2010
BSc(Hons), Mathematics with Finance, 1st Class
Jefferies February 2015 - Present
Jefferies LLC November 2012 - Present
Jefferies LLC November 2011 - November 2012
Jefferies LLC July 2011 - September 2011
CITIC Securities June 2009 - July 2009
AIG July 2008 - September 2008
Skills
Risk Management, Market Risk, Quantitative Finance, Credit Risk, Investment Banking, CFA, Financial Modeling, Credit Analysis, VBA, SQL, Mandarin
Education
Chartered Financial Analyst Institute 2013 — 2015
Level III Candidate (June 2015)
Imperial College London 2010 — 2011
Master in Science, Risk Management and Financial Engineering, Merit
University of Liverpool 2006 — 2010
BSc(Hons), Mathematics with Finance, 1st Class
Max Siskind Max Siskind's Jefferies LLC Experience January 2014 - Present
Job Investment Banking at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC January 2014 - Present
Skills
Leveraged Finance, Banking, Fixed Income, Business Valuation, Capital IQ, DCF, Asset Management, Venture Capital, Series 7, Economics, Series 63, Portfolio Management
Education
Cornell University 2006 — 2010
Bachelor of Science
Jefferies LLC January 2014 - Present
Skills
Leveraged Finance, Banking, Fixed Income, Business Valuation, Capital IQ, DCF, Asset Management, Venture Capital, Series 7, Economics, Series 63, Portfolio Management
Education
Cornell University 2006 — 2010
Bachelor of Science
Christopher Fieschko Christopher Fieschko's Jefferies LLC Experience July 2014 - Present
Job Healthcare Investment Banking Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC July 2014 - Present
CIT July 2013 - July 2014
Locust Walk Partners June 2012 - August 2012
Cornell University Division of Financial Affairs June 2011 - August 2011
BioSpherix June 2010 - August 2010
State University of New York June 2009 - August 2009
Skills
Microsoft Excel, Microbiology, Microsoft Access, Microsoft Outlook, Microsoft Powerpoint, Microsoft Word, Business Valuation, Financial Analysis, Microsoft Office, Financial Accounting, Mergers & Acquisitions, Outlook, Marketing, Research, Leadership, PowerPoint, Financial Modeling, Finance, Business Development, Analysis, Data Analysis, Valuation
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Finance and Microbiology
Jefferies LLC July 2014 - Present
CIT July 2013 - July 2014
Locust Walk Partners June 2012 - August 2012
Cornell University Division of Financial Affairs June 2011 - August 2011
BioSpherix June 2010 - August 2010
State University of New York June 2009 - August 2009
Skills
Microsoft Excel, Microbiology, Microsoft Access, Microsoft Outlook, Microsoft Powerpoint, Microsoft Word, Business Valuation, Financial Analysis, Microsoft Office, Financial Accounting, Mergers & Acquisitions, Outlook, Marketing, Research, Leadership, PowerPoint, Financial Modeling, Finance, Business Development, Analysis, Data Analysis, Valuation
Education
Cornell University 2009 — 2013
Bachelor of Science (BS), Finance and Microbiology
John Necef John Necef's Jefferies LLC Experience July 2013 - June 2015
Job Business Operations Associate at LinkedIn
Industry Internet
Experience
LinkedIn July 2015 - Present
Jefferies LLC July 2013 - June 2015
MSB Technology Center September 2010 - May 2013
Jefferies LLC June 2012 - August 2012
Education
Georgetown University 2009 — 2013
BS, Finance & International Business
Mater Dei High School 2005 — 2009
LinkedIn July 2015 - Present
Jefferies LLC July 2013 - June 2015
MSB Technology Center September 2010 - May 2013
Jefferies LLC June 2012 - August 2012
Education
Georgetown University 2009 — 2013
BS, Finance & International Business
Mater Dei High School 2005 — 2009
Zachary Williams's Jefferies LLC Experience June 2015 - Present
Job Healthcare Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC June 2015 - Present
Investment Banking Seminar November 2013 - May 2015
Jefferies LLC May 2014 - August 2014
Sigma Nu - Beta Eta Chapter October 2012 - October 2013
ibotta, inc. May 2013 - August 2013
180 Degrees Consulting March 2013 - August 2013
DoubleMap November 2012 - May 2013
Bounce Music Festival March 2013 - April 2013
HCS Family Services June 2012 - August 2012
Smart Circle International May 2012 - August 2012
Skills
Strategy, Data Analysis, Leadership, Microsoft Excel, Interpersonal..., Nonprofits, Sales Management, Supply Chain Management, Logistics, Marketing, Management, Non-profits, Collaborative Problem..., Maptitude Applications
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Finance, Graduate
Jefferies LLC June 2015 - Present
Investment Banking Seminar November 2013 - May 2015
Jefferies LLC May 2014 - August 2014
Sigma Nu - Beta Eta Chapter October 2012 - October 2013
ibotta, inc. May 2013 - August 2013
180 Degrees Consulting March 2013 - August 2013
DoubleMap November 2012 - May 2013
Bounce Music Festival March 2013 - April 2013
HCS Family Services June 2012 - August 2012
Smart Circle International May 2012 - August 2012
Skills
Strategy, Data Analysis, Leadership, Microsoft Excel, Interpersonal..., Nonprofits, Sales Management, Supply Chain Management, Logistics, Marketing, Management, Non-profits, Collaborative Problem..., Maptitude Applications
Education
Indiana University - Kelley School of Business 2011 — 2015
Bachelor's Degree, Finance, Graduate
Joachim Over Joachim Over's Jefferies LLC Experience June 2014 - Present
Job Technology Investment Banking
Industry Investment Banking
Experience
Jefferies LLC June 2014 - Present
J.P. Morgan July 2012 - May 2014
J.P. Morgan June 2011 - August 2011
Fitch Ratings July 2006 - July 2010
Emory University 2003 - 2006
Skills
Financial Modeling, Structured Finance, Corporate Finance, Investment Banking, Valuation, Derivatives, Financial Institutions, Financial Analysis, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA with Distinction, Accounting and Finance
Emory University - Goizueta Business School 2002 — 2006
BBA
UNSW Australia 2005 — 2005
Study Abroad
Jefferies LLC June 2014 - Present
J.P. Morgan July 2012 - May 2014
J.P. Morgan June 2011 - August 2011
Fitch Ratings July 2006 - July 2010
Emory University 2003 - 2006
Skills
Financial Modeling, Structured Finance, Corporate Finance, Investment Banking, Valuation, Derivatives, Financial Institutions, Financial Analysis, Capital Markets
Education
New York University - Leonard N. Stern School of Business 2010 — 2012
MBA with Distinction, Accounting and Finance
Emory University - Goizueta Business School 2002 — 2006
BBA
UNSW Australia 2005 — 2005
Study Abroad
Morgan Fauth Coleman Morgan Fauth Coleman's Jefferies LLC Experience September 2010 - August 2012
Job MBA, Georgetown University McDonough School of Business
Industry Market Research
Experience
JPMorgan Chase June 2014 - August 2014
Jefferies & Company September 2012 - March 2013
Jefferies LLC September 2010 - August 2012
Jefferies LLC November 2009 - September 2010
Alison Brod Public Relations January 2008 - July 2009
JPMorgan Chase June 2006 - August 2007
Skills
Event Management, Public Relations, Marketing, Marketing Strategy, PowerPoint, Microsoft Excel, Conference Coordination, Branding & Identity, Brand Positioning..., Entrepreneurship..., Out Of the Box, Strategy Execution, Brand Development, Strategic Public..., Consumer Marketing, Critical Thinking, Financial Analysis, Entrepreneurship, Start-ups
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Georgetown University, McDonough School of Business 2002 — 2006
B.A, Marketing and Management
JPMorgan Chase June 2014 - August 2014
Jefferies & Company September 2012 - March 2013
Jefferies LLC September 2010 - August 2012
Jefferies LLC November 2009 - September 2010
Alison Brod Public Relations January 2008 - July 2009
JPMorgan Chase June 2006 - August 2007
Skills
Event Management, Public Relations, Marketing, Marketing Strategy, PowerPoint, Microsoft Excel, Conference Coordination, Branding & Identity, Brand Positioning..., Entrepreneurship..., Out Of the Box, Strategy Execution, Brand Development, Strategic Public..., Consumer Marketing, Critical Thinking, Financial Analysis, Entrepreneurship, Start-ups
Education
Georgetown University - The McDonough School of Business 2013 — 2015
Master of Business Administration (M.B.A.), Entrepreneurship/Entrepreneurial Studies
Georgetown University, McDonough School of Business 2002 — 2006
B.A, Marketing and Management
Henry Medina Henry Medina's Jefferies LLC Experience August 2014 - Present
Job Technology Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC August 2014 - Present
CIT Group July 2013 - July 2014
Citi June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Leveraged Finance, PowerPoint, Data Analysis, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Precedent Transactions, Economics, Performance Benchmarking, DCF Valuation, Comparable Analysis, Corporate Finance
Education
Cornell University 2011 — 2013
Bachelor of Science
University of Miami 2009 — 2010
Jefferies LLC August 2014 - Present
CIT Group July 2013 - July 2014
Citi June 2012 - August 2012
Skills
Financial Modeling, Financial Analysis, Leveraged Finance, PowerPoint, Data Analysis, Finance, Microsoft Excel, Microsoft Office, Microsoft Word, Precedent Transactions, Economics, Performance Benchmarking, DCF Valuation, Comparable Analysis, Corporate Finance
Education
Cornell University 2011 — 2013
Bachelor of Science
University of Miami 2009 — 2010
Tim Alden Tim Alden's Jefferies LLC Experience July 2014 - Present
Job Managing Director at Jefferies LLC
Industry Banking
Experience
Jefferies LLC July 2014 - Present
V January 2009 - July 2014
A August 2005 - December 2008
United States Army June 1996 - August 2003
Skills
Strategic Planning, Financial Analysis, Government, Financial Modeling, Public Relations, Investments, Corporate Finance, Business Development, Strategy, Investment Banking, Army, Military, Business Strategy, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 1992 — 1996
Bachelor's Degree, Mathematics
Jefferies LLC July 2014 - Present
V January 2009 - July 2014
A August 2005 - December 2008
United States Army June 1996 - August 2003
Skills
Strategic Planning, Financial Analysis, Government, Financial Modeling, Public Relations, Investments, Corporate Finance, Business Development, Strategy, Investment Banking, Army, Military, Business Strategy, Mergers & Acquisitions
Education
Cornell University - Johnson Graduate School of Management 2003 — 2005
Master of Business Administration (M.B.A.)
United States Military Academy at West Point 1992 — 1996
Bachelor's Degree, Mathematics
daniella bryson daniella bryson's Jefferies LLC Experience October 2011 - August 2013
Job Investment Banking Professional
Industry Investment Banking
Experience
BNY Mellon October 2013 - October 2014
Jefferies LLC October 2011 - August 2013
Jefferies LLC 2011 - 2013
Skills
Capital Markets, Clearance operations, Process Improvement, Financial Services, Trading, System Testing, Investment Banking, Fixed Income, Bloomberg, Risk Management, Hedge Funds, Equities
Education
Katherine Gibbs School 1991 — 1992
Business Administration and Management, General
Curtis High School
diploma, business and music
BNY Mellon October 2013 - October 2014
Jefferies LLC October 2011 - August 2013
Jefferies LLC 2011 - 2013
Skills
Capital Markets, Clearance operations, Process Improvement, Financial Services, Trading, System Testing, Investment Banking, Fixed Income, Bloomberg, Risk Management, Hedge Funds, Equities
Education
Katherine Gibbs School 1991 — 1992
Business Administration and Management, General
Curtis High School
diploma, business and music
Brian DiGregorio Brian DiGregorio's Jefferies LLC Experience September 2006 - Present
Job Vice President at Jefferies Wealth Management
Industry Financial Services
Experience
Jefferies LLC September 2006 - Present
Credit Suisse April 2005 - August 2006
Credit Suisse First Boston July 2004 - April 2005
Credit Suisse First Boston 2002 - 2002
Skills
Trading, Fixed Income, Equities, Securities, Trading Systems, Bloomberg, Bonds, Syndicate, Customer Relations, FINRA, Compliance, Series 7, Excel, PowerPoint, Series 63, Series 55, Wealth Management, Technology, Project Management, Capital Markets, Equity Trading
Education
Marist College 2000 — 2004
Bachelor of Science, Finance; International Business
Lorenzo de' Medici - Firenze, Italia 2003 — 2003
seaford high school
Jefferies LLC September 2006 - Present
Credit Suisse April 2005 - August 2006
Credit Suisse First Boston July 2004 - April 2005
Credit Suisse First Boston 2002 - 2002
Skills
Trading, Fixed Income, Equities, Securities, Trading Systems, Bloomberg, Bonds, Syndicate, Customer Relations, FINRA, Compliance, Series 7, Excel, PowerPoint, Series 63, Series 55, Wealth Management, Technology, Project Management, Capital Markets, Equity Trading
Education
Marist College 2000 — 2004
Bachelor of Science, Finance; International Business
Lorenzo de' Medici - Firenze, Italia 2003 — 2003
seaford high school
Peter Laidlaw's Jefferies LLC Experience September 2013 - August 2015
Job Vice President at Goldman Sachs
Industry Financial Services
Experience
Goldman Sachs September 2015 - Present
Jefferies LLC September 2013 - August 2015
UBS July 2012 - September 2013
Salesforce.com May 2011 - August 2011
White & Case July 2008 - June 2009
Education
Dartmouth College 2003 — 2008
Bachelor’s Degree
Santa Clara University School of Law 2009 — 2012
Juris Doctor (J.D.)
Georgetown Preparatory School 1999 — 2003
High School
Goldman Sachs September 2015 - Present
Jefferies LLC September 2013 - August 2015
UBS July 2012 - September 2013
Salesforce.com May 2011 - August 2011
White & Case July 2008 - June 2009
Education
Dartmouth College 2003 — 2008
Bachelor’s Degree
Santa Clara University School of Law 2009 — 2012
Juris Doctor (J.D.)
Georgetown Preparatory School 1999 — 2003
High School
Seth Tardiff Seth Tardiff's Jefferies LLC Experience September 2013 - Present
Job Equity Derivatives Trader at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC September 2013 - Present
Société Générale April 2007 - September 2013
Argon ST, Inc July 2004 - March 2007
Education
Massachusetts Institute of Technology 2003 — 2004
Master of Engineering, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 1999 — 2003
Bachelor of Science, Computer Science and Engineering
Jefferies LLC September 2013 - Present
Société Générale April 2007 - September 2013
Argon ST, Inc July 2004 - March 2007
Education
Massachusetts Institute of Technology 2003 — 2004
Master of Engineering, Electrical Engineering and Computer Science
Massachusetts Institute of Technology 1999 — 2003
Bachelor of Science, Computer Science and Engineering
Kaitlyn Kooyers Kaitlyn Kooyers's Jefferies LLC Experience August 2008 - Present
Job Regulatory and Litigation Paralegal
Industry Investment Banking
Experience
Jefferies LLC August 2008 - Present
Fitness Formula Clubs December 2012 - June 2014
Brick Haus Fitness January 2010 - September 2012
Bayrock Group June 2007 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Lotus Notes, Mac OS X, Subpoenas, Regulatory Filings, Civil Litigation, Adobe Acrobat, Compliance, TyMetrix
Education
Kaplan University 2010 — 2010
Postbaccalaureate Certificate
Shenandoah University 2001 — 2005
BFA
Jefferies LLC August 2008 - Present
Fitness Formula Clubs December 2012 - June 2014
Brick Haus Fitness January 2010 - September 2012
Bayrock Group June 2007 - August 2008
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Accounting, Lotus Notes, Mac OS X, Subpoenas, Regulatory Filings, Civil Litigation, Adobe Acrobat, Compliance, TyMetrix
Education
Kaplan University 2010 — 2010
Postbaccalaureate Certificate
Shenandoah University 2001 — 2005
BFA
Yvonne Downs Yvonne Downs's Jefferies LLC Experience January 2011 - Present
Job Chief Operating Officer Futures at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC January 2011 - Present
ICAP North America Inc. September 2010 - December 2010
Newedge USA, LLC 2008 - 2010
Fimat USA, LLC 2005 - 2008
National Futures Association 2000 - 2005
Chicago Board of Trade 1979 - 2000
Skills
Securities, Derivatives, Hedge Funds, Commodity, Equities, Electronic Trading, Analysis, Capital Markets, Trading, Negotiation, OCC, Portfolio Management, Trading Systems, Commodity Markets, Equity Trading, Financial Markets, Options, Anti Money Laundering, CFTC, Financial Risk..., Enterprise Risk..., Financial Regulation, Securities Lending, Dodd-Frank, Hedging
Education
Michigan State University - The Eli Broad College of Business
Jefferies LLC January 2011 - Present
ICAP North America Inc. September 2010 - December 2010
Newedge USA, LLC 2008 - 2010
Fimat USA, LLC 2005 - 2008
National Futures Association 2000 - 2005
Chicago Board of Trade 1979 - 2000
Skills
Securities, Derivatives, Hedge Funds, Commodity, Equities, Electronic Trading, Analysis, Capital Markets, Trading, Negotiation, OCC, Portfolio Management, Trading Systems, Commodity Markets, Equity Trading, Financial Markets, Options, Anti Money Laundering, CFTC, Financial Risk..., Enterprise Risk..., Financial Regulation, Securities Lending, Dodd-Frank, Hedging
Education
Michigan State University - The Eli Broad College of Business
Cara Maria Leighty's Jefferies LLC Experience April 2012 - June 2013
Job Owner of Leighty Photography
Industry Photography
Experience
Leighty Photography February 2010 - Present
Liberty Church March 2008 - Present
Jefferies LLC April 2012 - June 2013
Cobb County Schools October 2008 - April 2012
AGC Flat Glass North America, Inc. October 2010 - August 2011
Atlantix Global Systems November 2008 - October 2010
Atlanta Interfaith Broadcasters, Inc. May 2007 - February 2009
Gold's Gym March 2008 - November 2008
Dealman Advertising December 2007 - September 2008
Liberty Church December 2007 - March 2008
Skills
Final Cut Pro, InDesign, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Excel, Word, AS400, Lotus Notes, Windows, Photoshop, Apple Macintosh, Adobe Premiere Pro, Motion, LiveType, Digital Photo..., Concur, Film, Mac, Video Production, Photography, Microsoft Office, Premiere, Advertising, Video, Leadership
Education
Florida Southern College 2003 — 2007
Communication, News Media
Leighty Photography February 2010 - Present
Liberty Church March 2008 - Present
Jefferies LLC April 2012 - June 2013
Cobb County Schools October 2008 - April 2012
AGC Flat Glass North America, Inc. October 2010 - August 2011
Atlantix Global Systems November 2008 - October 2010
Atlanta Interfaith Broadcasters, Inc. May 2007 - February 2009
Gold's Gym March 2008 - November 2008
Dealman Advertising December 2007 - September 2008
Liberty Church December 2007 - March 2008
Skills
Final Cut Pro, InDesign, Microsoft Excel, PowerPoint, Microsoft Word, Outlook, Excel, Word, AS400, Lotus Notes, Windows, Photoshop, Apple Macintosh, Adobe Premiere Pro, Motion, LiveType, Digital Photo..., Concur, Film, Mac, Video Production, Photography, Microsoft Office, Premiere, Advertising, Video, Leadership
Education
Florida Southern College 2003 — 2007
Communication, News Media
Peter V. Esler Peter V. Esler's Jefferies LLC Experience March 2011 - Present
Job Global Head of Market Data at Jefferies & Company
Industry Banking
Experience
Jefferies LLC March 2011 - Present
PVE Consulting April 2007 - March 2011
Citigroup 2005 - 2007
Bear Stearns & Co. 2000 - 2005
UBS 1996 - 2000
CSK MICROGNOSIS 1992 - 1996
REUTERS 1990 - 1992
Skills
Entrepreneurship, Management, Financial Analysis, EAI, Process Engineering, Market Data, Asset, Reference Data, Performance Improvement, Strategy, Hedge Funds, Trading Systems, Outsourcing, Project Management, Trading, Financial Services, Securities, Financial Markets, Fixed Income, Business Process..., Low Latency, Investment Banking, Process Improvement, Equities, Business Strategy, Risk Management, Electronic Trading, RMDS, Governance, CRM, Swaps, FX Options, Exchange Connectivity, Derivatives, Equity Derivatives, Prime Brokerage, Mergers & Acquisitions
Education
Ithaca College 1977 — 1981
BS, Accounting, International Economics
Ithaca College 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
Jefferies LLC March 2011 - Present
PVE Consulting April 2007 - March 2011
Citigroup 2005 - 2007
Bear Stearns & Co. 2000 - 2005
UBS 1996 - 2000
CSK MICROGNOSIS 1992 - 1996
REUTERS 1990 - 1992
Skills
Entrepreneurship, Management, Financial Analysis, EAI, Process Engineering, Market Data, Asset, Reference Data, Performance Improvement, Strategy, Hedge Funds, Trading Systems, Outsourcing, Project Management, Trading, Financial Services, Securities, Financial Markets, Fixed Income, Business Process..., Low Latency, Investment Banking, Process Improvement, Equities, Business Strategy, Risk Management, Electronic Trading, RMDS, Governance, CRM, Swaps, FX Options, Exchange Connectivity, Derivatives, Equity Derivatives, Prime Brokerage, Mergers & Acquisitions
Education
Ithaca College 1977 — 1981
BS, Accounting, International Economics
Ithaca College 1977 — 1981
Bachelor of Applied Science (B.A.Sc.), Accounting
Dane Derbyshire Dane Derbyshire's Jefferies LLC Experience May 2013 - August 2013
Job Investment Banking Analyst at Barclays
Industry Financial Services
Experience
Barclays June 2014 - Present
Georgetown University August 2011 - December 2013
Jefferies LLC May 2013 - August 2013
Skills
Economics, Research, Spanish, Market Research, Data Analysis, Gretl
Education
Georgetown University 2010 — 2014
BSFS, International Economics
Barclays June 2014 - Present
Georgetown University August 2011 - December 2013
Jefferies LLC May 2013 - August 2013
Skills
Economics, Research, Spanish, Market Research, Data Analysis, Gretl
Education
Georgetown University 2010 — 2014
BSFS, International Economics
jaesung lee jaesung lee's Jefferies LLC Experience 2011 - Present
Job Precious Metals Trading
Industry Mining & Metals
Experience
Jefferies LLC 2011 - Present
Prudential Financial January 2011 - August 2011
Skills
Trading, OTC, Futures Trading, Electronic Trading, Options, Swaps, EFP, Precious Metals, Bloomberg, Reuters
Education
Georgetown University 2006 — 2010
Bachelor's Degree, Finance, General
Jefferies LLC 2011 - Present
Prudential Financial January 2011 - August 2011
Skills
Trading, OTC, Futures Trading, Electronic Trading, Options, Swaps, EFP, Precious Metals, Bloomberg, Reuters
Education
Georgetown University 2006 — 2010
Bachelor's Degree, Finance, General
Ishan Dey Ishan Dey's Jefferies LLC Experience July 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC July 2014 - Present
SOLIC Capital March 2014 - May 2014
American Red Cross June 2013 - August 2013
voestalpine May 2012 - July 2012
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Sports Management
Walter Johnson High School 2006 — 2010
Jefferies LLC July 2014 - Present
SOLIC Capital March 2014 - May 2014
American Red Cross June 2013 - August 2013
voestalpine May 2012 - July 2012
Education
Emory University - Goizueta Business School 2010 — 2014
Bachelor of Business Administration (BBA), Finance & Sports Management
Walter Johnson High School 2006 — 2010
Kalyan Maddali Kalyan Maddali's Jefferies LLC Experience October 2008 - Present
Job Solutions Architect
Industry Computer Software
Experience
Independent Consultant August 2006 - Present
CREDIT AGRICOLE CIB December 2004 - Present
ZogSports January 2010 - Present
Jefferies LLC October 2008 - Present
New York Times Digital January 2007 - April 2008
Credit Suisse June 2006 - March 2007
RMG Connect 2006 - 2007
Collegiate Funding Solutions June 2004 - January 2005
GoldPocket Interactive 2002 - 2004
Tripletek December 2000 - February 2003
Skills
Business Intelligence, SharePoint, Databases, Integration, Microsoft SQL Server, Project Management, TFS, Architecture, SDLC, Analytics, Software Development, SOA, Software Project..., User Experience, Analysis, Business Analysis, Enterprise Architecture, Web Applications, Requirements Analysis, Visio, SOAP, T-SQL, SQL, HTML, C#, Architectures, angularjs, Agile Project Management, UML, Requirements Gathering, Database Design, Application Architecture, SSRS, Software Design, Solution Architecture, Design Patterns, .NET, Testing, VBA, ASP.NET MVC, IIS, Java, Data Modeling, Web Development, VB.NET, Agile Methodologies, ETL, Visual Studio, IT Strategy
Education
Indian Institute of Technology, Madras 1995 — 1997
MS, Computational Dynamics, Propulsion and Combustion
Koneru Lakshmaiah College of Engineering 1990 — 1994
Bachelor of Engineering (B.E.), Mechanical Engineering
Independent Consultant August 2006 - Present
CREDIT AGRICOLE CIB December 2004 - Present
ZogSports January 2010 - Present
Jefferies LLC October 2008 - Present
New York Times Digital January 2007 - April 2008
Credit Suisse June 2006 - March 2007
RMG Connect 2006 - 2007
Collegiate Funding Solutions June 2004 - January 2005
GoldPocket Interactive 2002 - 2004
Tripletek December 2000 - February 2003
Skills
Business Intelligence, SharePoint, Databases, Integration, Microsoft SQL Server, Project Management, TFS, Architecture, SDLC, Analytics, Software Development, SOA, Software Project..., User Experience, Analysis, Business Analysis, Enterprise Architecture, Web Applications, Requirements Analysis, Visio, SOAP, T-SQL, SQL, HTML, C#, Architectures, angularjs, Agile Project Management, UML, Requirements Gathering, Database Design, Application Architecture, SSRS, Software Design, Solution Architecture, Design Patterns, .NET, Testing, VBA, ASP.NET MVC, IIS, Java, Data Modeling, Web Development, VB.NET, Agile Methodologies, ETL, Visual Studio, IT Strategy
Education
Indian Institute of Technology, Madras 1995 — 1997
MS, Computational Dynamics, Propulsion and Combustion
Koneru Lakshmaiah College of Engineering 1990 — 1994
Bachelor of Engineering (B.E.), Mechanical Engineering
Palmer Pawlusiak's Jefferies LLC Experience May 2014 - August 2014
Job Student at Michigan State University
Industry Financial Services
Experience
Michigan State University January 2014 - Present
Deutsche Bank June 2015 - August 2015
Jefferies LLC May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Equity Research, Investment Management, Valuation, Risk Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Finance, Financial Analysis
Education
Michigan State University 2012 — 2016
Finance
Detroit Catholic Central High School 2008 — 2012
Michigan State University January 2014 - Present
Deutsche Bank June 2015 - August 2015
Jefferies LLC May 2014 - August 2014
Merrill Lynch May 2013 - August 2013
Skills
Equity Research, Investment Management, Valuation, Risk Management, Microsoft Excel, Microsoft Office, Microsoft Word, PowerPoint, Research, Finance, Financial Analysis
Education
Michigan State University 2012 — 2016
Finance
Detroit Catholic Central High School 2008 — 2012
Helen Zhao Helen Zhao's Jefferies LLC Experience April 2014 - May 2014
Job Property Plant and Equipment Data Validation Consultant at UNDP
Industry Financial Services
Experience
UNDP May 2014 - Present
Jefferies LLC April 2014 - May 2014
Associated Renewable Inc June 2013 - October 2013
Avalok Investment Ltd. (Hedge Fund) October 2011 - April 2012
Agricultural Bank of China June 2011 - August 2011
CENTURY SECURITIES CO., LTD January 2010 - February 2010
The Coca-Cola Company January 2009 - May 2009
Skills
Finance, Analysis, Teamwork, Corporate Finance, Hedge Funds, Chartered Financial..., Analysis Reports, Non-profit Volunteer, Microsoft Excel, Energy Efficiency..., Financial Statement..., SPSS
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Global Finance, 3.7/4
Sun Yat-Sen University 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.5/4
UNDP May 2014 - Present
Jefferies LLC April 2014 - May 2014
Associated Renewable Inc June 2013 - October 2013
Avalok Investment Ltd. (Hedge Fund) October 2011 - April 2012
Agricultural Bank of China June 2011 - August 2011
CENTURY SECURITIES CO., LTD January 2010 - February 2010
The Coca-Cola Company January 2009 - May 2009
Skills
Finance, Analysis, Teamwork, Corporate Finance, Hedge Funds, Chartered Financial..., Analysis Reports, Non-profit Volunteer, Microsoft Excel, Energy Efficiency..., Financial Statement..., SPSS
Education
Fordham University - Graduate School of Business Administration 2012 — 2013
Master of Science (MS), Global Finance, 3.7/4
Sun Yat-Sen University 2008 — 2012
Bachelor of Science (BS), Finance, General, 3.5/4
Stephanie Shorr Stephanie Shorr's Jefferies LLC Experience May 2014 - Present
Job Global Campus Recruiting Manager at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC May 2014 - Present
J.P. Morgan August 2010 - April 2014
Linklaters June 2005 - August 2010
Cadwalader, Wickersham & Taft LLP 2003 - 2005
Education
Cornell University 1997 — 2001
Bachelor of Science (BS), Communication
Jefferies LLC May 2014 - Present
J.P. Morgan August 2010 - April 2014
Linklaters June 2005 - August 2010
Cadwalader, Wickersham & Taft LLP 2003 - 2005
Education
Cornell University 1997 — 2001
Bachelor of Science (BS), Communication
Yifan Zhang Yifan Zhang's Jefferies LLC Experience September 2013 - December 2013
Job Rel Lending JV Controller at Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley August 2014 - Present
Jefferies LLC September 2013 - December 2013
Wall Street Trading, LLC. March 2013 - September 2013
Standard Chartered Bank June 2011 - September 2011
Education
Stevens Institute of Technology 2012 — 2014
Master of Science (M.S.), Financial Engineering, A
Shanghai International Studies University 2009 — 2012
Bachelor of Arts (BA), English Language and Literature, General, 3.2/4
Shanghai International Studies University 2008 — 2012
Bachelor of Science (BSc), Management Information Systems, General, 3.35/4.0
Fudan University 2009 — 2011
Minor, Finance
Morgan Stanley August 2014 - Present
Jefferies LLC September 2013 - December 2013
Wall Street Trading, LLC. March 2013 - September 2013
Standard Chartered Bank June 2011 - September 2011
Education
Stevens Institute of Technology 2012 — 2014
Master of Science (M.S.), Financial Engineering, A
Shanghai International Studies University 2009 — 2012
Bachelor of Arts (BA), English Language and Literature, General, 3.2/4
Shanghai International Studies University 2008 — 2012
Bachelor of Science (BSc), Management Information Systems, General, 3.35/4.0
Fudan University 2009 — 2011
Minor, Finance
Joseph Schmitt PE Joseph Schmitt PE's Jefferies LLC Experience February 2014 - Present
Job VP Head of Critical Engineering at Jefferies LLC
Industry Facilities Services
Experience
Jefferies LLC February 2014 - Present
Con Edison December 2012 - February 2014
Maxus Group September 2007 - August 2012
Cosentini Associates December 2004 - September 2007
Goldman Sachs 2000 - 2004
Skills
Facilities Management, Energy Efficiency, Data Center, Project Management, Vendor Management, Energy, Program Management, Engineering, Construction Management, Construction, Strategic Planning, Business Development, Contract Negotiation, AutoCAD, Renewable Energy, Energy Audits, HVAC, MEP, LEED, Project Estimation, Energy Management, Contract Management, Energy Conservation, MS Project, Feasibility Studies, Project Planning, Power Distribution, Project Engineering, Green Building, Electricians, Commissioning, Power Generation
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, 3.5
Manhattan College 1988 — 1992
Bachelor of Science, Mechanical Engineering
St. Anthonys HS 1984 — 1988
NY State Regents Diploma
Jefferies LLC February 2014 - Present
Con Edison December 2012 - February 2014
Maxus Group September 2007 - August 2012
Cosentini Associates December 2004 - September 2007
Goldman Sachs 2000 - 2004
Skills
Facilities Management, Energy Efficiency, Data Center, Project Management, Vendor Management, Energy, Program Management, Engineering, Construction Management, Construction, Strategic Planning, Business Development, Contract Negotiation, AutoCAD, Renewable Energy, Energy Audits, HVAC, MEP, LEED, Project Estimation, Energy Management, Contract Management, Energy Conservation, MS Project, Feasibility Studies, Project Planning, Power Distribution, Project Engineering, Green Building, Electricians, Commissioning, Power Generation
Education
New York University - Leonard N. Stern School of Business 1998 — 2000
MBA, Finance, 3.5
Manhattan College 1988 — 1992
Bachelor of Science, Mechanical Engineering
St. Anthonys HS 1984 — 1988
NY State Regents Diploma
Dylan Haas Dylan Haas's Jefferies LLC Experience May 2014 - Present
Job Debt Capital Markets Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC May 2014 - Present
Merrill Lynch June 2012 - August 2012
Corner Alliance, Inc. March 2012 - May 2012
URS Corporation June 2011 - August 2011
Worldwide Opportunities on Organic Farms, USA® June 2010 - July 2010
Skills
Research, Analysis, Writing, Government, Databases, Microsoft Office, Microsoft Excel, Proposal Writing, Business Development, Management
Education
Georgetown University 2010 — 2013
Bachelor's Degree, Government, Cum Laude
Santa Clara University 2009 — 2010
Bachelor of Arts (BA), Undeclared
Greens Farms Academy 2005 — 2009
HS Diploma
Jefferies LLC May 2014 - Present
Merrill Lynch June 2012 - August 2012
Corner Alliance, Inc. March 2012 - May 2012
URS Corporation June 2011 - August 2011
Worldwide Opportunities on Organic Farms, USA® June 2010 - July 2010
Skills
Research, Analysis, Writing, Government, Databases, Microsoft Office, Microsoft Excel, Proposal Writing, Business Development, Management
Education
Georgetown University 2010 — 2013
Bachelor's Degree, Government, Cum Laude
Santa Clara University 2009 — 2010
Bachelor of Arts (BA), Undeclared
Greens Farms Academy 2005 — 2009
HS Diploma
Mario Florence Mario Florence's Jefferies LLC Experience June 2011 - Present
Job Senior Help Desk Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC June 2011 - Present
Skills
Blackberry, Windows Server, Microsoft Excel, Technical Analysis, Troubleshooting, Windows 7, Microsoft Exchange, Microsoft Office, PowerPoint, Unix, Servers, Windows XP, Windows, Software Installation, Help Desk Support, Cisco Technologies, Remote Desktop, Networking, Visio, ITIL, Computer Hardware, Technical Support
Education
DeVry University 2013 — 2020
Kingsborough Community College 2010 — 2011
Jefferies LLC June 2011 - Present
Skills
Blackberry, Windows Server, Microsoft Excel, Technical Analysis, Troubleshooting, Windows 7, Microsoft Exchange, Microsoft Office, PowerPoint, Unix, Servers, Windows XP, Windows, Software Installation, Help Desk Support, Cisco Technologies, Remote Desktop, Networking, Visio, ITIL, Computer Hardware, Technical Support
Education
DeVry University 2013 — 2020
Kingsborough Community College 2010 — 2011
Marty J. Flynn's Jefferies LLC Experience April 2006 - December 2007
Job Institutional Equity Sales
Industry Financial Services
Experience
UBS Investment Bank June 2011 - April 2014
D.A. Davidson & Co. August 2010 - June 2011
Thomas Weisel Partners November 2009 - May 2010
Jefferies LLC April 2006 - December 2007
UBS Investment Bank June 2002 - March 2006
ABN AMRO Bank N.V. May 2000 - May 2002
Invesco US July 1998 - May 2000
University of TX @ Austin MBA investment Fund January 1997 - May 1997
Deutsche Bank July 1994 - August 1996
Nomura Research Institute November 1992 - July 1994
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Fordham University 1987 — 1991
Bachelor's Degree, Finance, General
UBS Investment Bank June 2011 - April 2014
D.A. Davidson & Co. August 2010 - June 2011
Thomas Weisel Partners November 2009 - May 2010
Jefferies LLC April 2006 - December 2007
UBS Investment Bank June 2002 - March 2006
ABN AMRO Bank N.V. May 2000 - May 2002
Invesco US July 1998 - May 2000
University of TX @ Austin MBA investment Fund January 1997 - May 1997
Deutsche Bank July 1994 - August 1996
Nomura Research Institute November 1992 - July 1994
Education
The University of Texas at Austin 1996 — 1998
Master of Business Administration (M.B.A.), Accounting and Finance
Fordham University 1987 — 1991
Bachelor's Degree, Finance, General
Galina Yerofeyeva Galina Yerofeyeva's Jefferies LLC Experience 2014 - Present
Job Assistant Vice President at Jefferies
Industry Financial Services
Experience
Jefferies LLC 2014 - Present
4D Security Solutions, Inc. August 2009 - 2013
Radio Computing Services, Inc February 2001 - April 2009
Parascript January 1999 - January 2001
Parallel Graphics LLC (division of Silicon Graphics) September 1997 - December 1998
ParaGraph International, Inc June 1996 - August 1997
Research Institute of Radio Technology of Russian Academy of Sciences January 1986 - May 1996
Skills
C#, .NET, WPF, TFS, MFC, WinForms, Reflection, Multithreading, Web Services, Visual Studio, XML, XSLT, XSD schemas, Microsoft SQL Server, Prism, ATL COM, GUI development, SQL
Education
Research Institute for Cybernetics Problems of Russian Academy of Science 1989 — 1993
Doctor of Philosophy (PhD), Computer Science
Lomonosov Moscow State University (MSU)
Master of Science (MS), Computer Science
Jefferies LLC 2014 - Present
4D Security Solutions, Inc. August 2009 - 2013
Radio Computing Services, Inc February 2001 - April 2009
Parascript January 1999 - January 2001
Parallel Graphics LLC (division of Silicon Graphics) September 1997 - December 1998
ParaGraph International, Inc June 1996 - August 1997
Research Institute of Radio Technology of Russian Academy of Sciences January 1986 - May 1996
Skills
C#, .NET, WPF, TFS, MFC, WinForms, Reflection, Multithreading, Web Services, Visual Studio, XML, XSLT, XSD schemas, Microsoft SQL Server, Prism, ATL COM, GUI development, SQL
Education
Research Institute for Cybernetics Problems of Russian Academy of Science 1989 — 1993
Doctor of Philosophy (PhD), Computer Science
Lomonosov Moscow State University (MSU)
Master of Science (MS), Computer Science
Aditya Nair Aditya Nair's Jefferies LLC Experience August 2013 - Present
Job Investment Banking Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC August 2013 - Present
Jefferies & Company May 2012 - August 2012
Traxi, LLC March 2010 - July 2011
Traxi, LLC July 2003 - July 2008
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
Wesleyan Univesity 1999 — 2003
BA, Economics
Kodaikanal International School 1995 — 1999
Jefferies LLC August 2013 - Present
Jefferies & Company May 2012 - August 2012
Traxi, LLC March 2010 - July 2011
Traxi, LLC July 2003 - July 2008
Education
Cornell University - S.C. Johnson Graduate School of Management 2011 — 2013
MBA
Wesleyan Univesity 1999 — 2003
BA, Economics
Kodaikanal International School 1995 — 1999
Antonio Fernandez, P.E. Antonio Fernandez, P.E.'s Jefferies LLC Experience March 2014 - Present
Job Vice President at Jefferies LLC
Industry Oil & Energy
Experience
Jefferies LLC March 2014 - Present
Society of Petroleum Engineers March 2011 - Present
Society of Petroleum Engineers May 2011 - April 2014
Noble Energy March 2009 - March 2014
RSK (UK) Limited March 2007 - March 2009
Valero Energy Corporation March 2006 - March 2007
Accenture 2004 - 2005
Education
Texas A&M University 2006 — 2008
ME, Petroleum Engineering
Duke University 2001 — 2005
BS, Economics
Jefferies LLC March 2014 - Present
Society of Petroleum Engineers March 2011 - Present
Society of Petroleum Engineers May 2011 - April 2014
Noble Energy March 2009 - March 2014
RSK (UK) Limited March 2007 - March 2009
Valero Energy Corporation March 2006 - March 2007
Accenture 2004 - 2005
Education
Texas A&M University 2006 — 2008
ME, Petroleum Engineering
Duke University 2001 — 2005
BS, Economics
Nathan Eccles Nathan Eccles's Jefferies LLC Experience July 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
McCarthy Capital Corporation June 2012 - June 2014
SMITH HAYES Financial Services June 2011 - May 2012
Acclaro Valuation Advisors January 2011 - May 2011
Education
Creighton University 2010 — 2012
MS, Finance
Winthrop University 2006 — 2010
BA, Economics
Jefferies LLC July 2014 - Present
McCarthy Capital Corporation June 2012 - June 2014
SMITH HAYES Financial Services June 2011 - May 2012
Acclaro Valuation Advisors January 2011 - May 2011
Education
Creighton University 2010 — 2012
MS, Finance
Winthrop University 2006 — 2010
BA, Economics
Audrey Braguy Audrey Braguy's Jefferies LLC Experience June 2011 - September 2013
Job Business Manager/Head of Administration at TIAACREF
Industry Financial Services
Experience
TIAA-CREF Asset Management August 2014 - Present
Jefferies LLC June 2011 - September 2013
Goldman Sachs 1996 - 2011
Skills
Visio, SharePoint, Leadership, Equities, CRM, Project Management, Investment Banking, Project Planning, Business Analysis, Fixed Income, Vendor Management, Management, Financial Markets, Bloomberg, Risk Management, SDLC, Trading Systems
Education
Long Island University
BA
TIAA-CREF Asset Management August 2014 - Present
Jefferies LLC June 2011 - September 2013
Goldman Sachs 1996 - 2011
Skills
Visio, SharePoint, Leadership, Equities, CRM, Project Management, Investment Banking, Project Planning, Business Analysis, Fixed Income, Vendor Management, Management, Financial Markets, Bloomberg, Risk Management, SDLC, Trading Systems
Education
Long Island University
BA
Joshua Giordano Joshua Giordano's Jefferies LLC Experience May 2014 - August 2014
Job Equity Capital Markets Analyst at Robert W. Baird & Co.
Industry Higher Education
Experience
Robert W. Baird & Co. July 2015 - Present
Jefferies LLC May 2014 - August 2014
Munich Reinsurance America, Inc. May 2013 - August 2013
New Orleans Saints July 2008 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, SAP, Finance, Accounting, Research, Databases, Access, Outlook, Break-even Analysis, Bloomberg Terminal, MIAC Certification, ThomsonOne, Intex, WinFITS, TradeWeb, MarketAxess, Omgeo Oasys, Impact, Electronic Trading, Fixed Income
Education
Lehigh University 2011 — 2015
Bachelor of Science (B.S.), Finance & Marketing
IES Abroad 2013 — 2013
Institute for the International Education of Students
Robert W. Baird & Co. July 2015 - Present
Jefferies LLC May 2014 - August 2014
Munich Reinsurance America, Inc. May 2013 - August 2013
New Orleans Saints July 2008 - August 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Data Analysis, SAP, Finance, Accounting, Research, Databases, Access, Outlook, Break-even Analysis, Bloomberg Terminal, MIAC Certification, ThomsonOne, Intex, WinFITS, TradeWeb, MarketAxess, Omgeo Oasys, Impact, Electronic Trading, Fixed Income
Education
Lehigh University 2011 — 2015
Bachelor of Science (B.S.), Finance & Marketing
IES Abroad 2013 — 2013
Institute for the International Education of Students
Ileana Platt's Jefferies LLC Experience May 2015 - Present
Job Senior VP Wealth Management at Jefferies LLC
Industry Banking
Experience
Jefferies LLC May 2015 - Present
RBC Capital Markets March 2014 - April 2015
Barclays Wealth and Investment Management December 2012 - March 2014
Credit Suisse September 1999 - November 2012
Skills
Wealth Management, Investments, Hedge Funds, Portfolio Management, Asset Management, Fixed Income, Investment Banking, Structured Products, Banking, Trading, Capital Markets, Valuation, Corporate Finance, Equities, Emerging Markets, Equity Derivatives, Alternative Investments, Bloomberg, Wealth Management..., Risk Management, Private Equity, Financial Markets, Financial Modeling, Private Banking, Series 7, Securities, Derivatives, Financial Analysis
Education
Florida International University 1989 — 1991
Master of Business Administration (MBA), Finance, General
Jefferies LLC May 2015 - Present
RBC Capital Markets March 2014 - April 2015
Barclays Wealth and Investment Management December 2012 - March 2014
Credit Suisse September 1999 - November 2012
Skills
Wealth Management, Investments, Hedge Funds, Portfolio Management, Asset Management, Fixed Income, Investment Banking, Structured Products, Banking, Trading, Capital Markets, Valuation, Corporate Finance, Equities, Emerging Markets, Equity Derivatives, Alternative Investments, Bloomberg, Wealth Management..., Risk Management, Private Equity, Financial Markets, Financial Modeling, Private Banking, Series 7, Securities, Derivatives, Financial Analysis
Education
Florida International University 1989 — 1991
Master of Business Administration (MBA), Finance, General
Fei Chen Fei Chen's Jefferies LLC Experience July 2013 - June 2015
Job Associate at Altaris Capital Partners
Industry Venture Capital & Private Equity
Experience
Altaris Capital Partners July 2015 - Present
Jefferies LLC July 2013 - June 2015
Center for Responsible Lending January 2013 - April 2013
Jefferies LLC May 2012 - August 2012
Breakthrough Collaborative June 2011 - August 2011
Revolution Prep May 2011 - August 2011
Elevate Communications June 2010 - August 2010
Cape Cod Life Magazine June 2009 - August 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Research, Adobe Indesign
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Public Policy, Markets and Management
University College London, U. of London 2011 — 2011
Northfield Mount Hermon School 2005 — 2009
GPA: 3.7
Altaris Capital Partners July 2015 - Present
Jefferies LLC July 2013 - June 2015
Center for Responsible Lending January 2013 - April 2013
Jefferies LLC May 2012 - August 2012
Breakthrough Collaborative June 2011 - August 2011
Revolution Prep May 2011 - August 2011
Elevate Communications June 2010 - August 2010
Cape Cod Life Magazine June 2009 - August 2009
Skills
Microsoft Office, Excel, PowerPoint, Word, Research, Adobe Indesign
Education
Duke University 2009 — 2013
Bachelor of Arts (B.A.), Public Policy, Markets and Management
University College London, U. of London 2011 — 2011
Northfield Mount Hermon School 2005 — 2009
GPA: 3.7
Ashley Camerini's Jefferies LLC Experience June 2011 - December 2013
Job Associate at Catterton Partners
Industry Investment Banking
Experience
Catterton Partners January 2014 - Present
Jefferies LLC June 2011 - December 2013
Centre for Animal Rehabilitation and Education (C.A.R.E.) December 2008 - December 2009
Epic Records June 2007 - August 2007
Nexus Management June 2006 - August 2006
Education
Harvard University 2006 — 2011
B.A., Economics - Cum Laude, GPA: 3.9 / 4.0
Institute for the International Education of Students in Delhi, India 2008 — 2008
Riverdale Country School 2002 — 2006
High School Diploma - Cum Laude
Catterton Partners January 2014 - Present
Jefferies LLC June 2011 - December 2013
Centre for Animal Rehabilitation and Education (C.A.R.E.) December 2008 - December 2009
Epic Records June 2007 - August 2007
Nexus Management June 2006 - August 2006
Education
Harvard University 2006 — 2011
B.A., Economics - Cum Laude, GPA: 3.9 / 4.0
Institute for the International Education of Students in Delhi, India 2008 — 2008
Riverdale Country School 2002 — 2006
High School Diploma - Cum Laude
Brittany O'Toole Brittany O'Toole's Jefferies LLC Experience May 2014 - August 2014
Job MSA Graduate Student at Fairfield University
Industry Accounting
Experience
Jay B. Chadwick, CPA September 2014 - May 2015
Jefferies LLC May 2014 - August 2014
J.Crew May 2012 - August 2013
New Shrewsbury Racquet Club May 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, QuickBooks, Accounting, Time Management, Access, Event Planning, Financial Analysis, Teamwork, Leadership
Education
Fairfield University 2015 — 2016
Master’s Degree, Accounting
Fairfield University 2011 — 2015
Bachelor’s Degree, Accounting
Jay B. Chadwick, CPA September 2014 - May 2015
Jefferies LLC May 2014 - August 2014
J.Crew May 2012 - August 2013
New Shrewsbury Racquet Club May 2009 - August 2011
Skills
Microsoft Excel, Microsoft Office, PowerPoint, Microsoft Word, QuickBooks, Accounting, Time Management, Access, Event Planning, Financial Analysis, Teamwork, Leadership
Education
Fairfield University 2015 — 2016
Master’s Degree, Accounting
Fairfield University 2011 — 2015
Bachelor’s Degree, Accounting
Zachary Leibowitz's Jefferies LLC Experience May 2014 - August 2014
Job Incoming Student at Fordham School of Law
Industry Law Practice
Experience
Minutemen Equity Fund September 2012 - May 2015
Jefferies LLC May 2014 - August 2014
UMass Finance Society May 2013 - December 2013
Boston Financial Management, Inc. May 2013 - August 2013
State Street January 2013 - May 2013
Net Change April 2012 - September 2012
Skills
Business Development, Strategic Planning, Analysis, Public Speaking, Marketing, Leadership, Marketing Strategy, Entrepreneurship, Equity Research
Education
Fordham University School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Minutemen Equity Fund September 2012 - May 2015
Jefferies LLC May 2014 - August 2014
UMass Finance Society May 2013 - December 2013
Boston Financial Management, Inc. May 2013 - August 2013
State Street January 2013 - May 2013
Net Change April 2012 - September 2012
Skills
Business Development, Strategic Planning, Analysis, Public Speaking, Marketing, Leadership, Marketing Strategy, Entrepreneurship, Equity Research
Education
Fordham University School of Law 2015 — 2018
Doctor of Law (J.D.)
University of Massachusetts at Amherst - Isenberg School of Management 2011 — 2015
Bachelor of Business Administration (BBA), Finance
Anant Sitaram, CFA's Jefferies LLC Experience December 2012 - May 2015
Job Assistant Vice President at Stifel Financial Corp.
Industry Investment Banking
Experience
Stifel Financial Corp. August 2015 - Present
Jefferies LLC December 2012 - May 2015
Jefferies LLC January 2010 - November 2012
Jefferies LLC January 2007 - December 2009
Skills
Investment Banking, Fixed Income, Debt Financing, Project Finance, Municipal Bonds, Renewable Energy, Electric Utility, Infrastructure, Deal Execution, Financial Modeling, Quantitative Finance, High Yield Bonds, Interest Rate..., Chartered Financial..., Series 7, Series 63, Financial Analysis, Capital Markets, Bloomberg, Due Diligence
Education
Middle Tennessee State University 2002 — 2006
Bachelor of Science (B.S.), Economics and Mathematics, 3.83 GPA (magna cum laude)
Stifel Financial Corp. August 2015 - Present
Jefferies LLC December 2012 - May 2015
Jefferies LLC January 2010 - November 2012
Jefferies LLC January 2007 - December 2009
Skills
Investment Banking, Fixed Income, Debt Financing, Project Finance, Municipal Bonds, Renewable Energy, Electric Utility, Infrastructure, Deal Execution, Financial Modeling, Quantitative Finance, High Yield Bonds, Interest Rate..., Chartered Financial..., Series 7, Series 63, Financial Analysis, Capital Markets, Bloomberg, Due Diligence
Education
Middle Tennessee State University 2002 — 2006
Bachelor of Science (B.S.), Economics and Mathematics, 3.83 GPA (magna cum laude)
Karina Espinola Karina Espinola's Jefferies LLC Experience April 2014 - September 2014
Job Senior Associate, Campus Recruiting at BDO USA, LLP
Industry Human Resources
Experience
BDO USA, LLP September 2014 - Present
Jefferies LLC April 2014 - September 2014
Moody's Corporation September 2012 - February 2014
Moody's Corporation June 2011 - September 2012
Credit Suisse April 2011 - June 2011
Manhattanville College August 2007 - January 2011
Skills
Microsoft Office, Kronos, Interviewing, PeopleSoft, Office Administration, Interviews, Leadership Development, Time Management, New Hire Orientations, Recruiting, Talent Acquisition, PowerPoint, Sourcing, Data Entry, Employee Benefits, HR Policies, Screening, Applicant Tracking..., Leadership, Performance Management, Employee Engagement, Payroll, Outlook, College Recruiting, Onboarding, Microsoft Excel, Resume Writing, HRIS, Talent Management, Human Resources, Employee Relations, Spanish, Management, HR Consulting, Job Descriptions
Education
Manhattanville College 2007 — 2011
BS, Human Resources: Compensation & Benefits, Employee & Labor Relations, Workforce Diversity
BDO USA, LLP September 2014 - Present
Jefferies LLC April 2014 - September 2014
Moody's Corporation September 2012 - February 2014
Moody's Corporation June 2011 - September 2012
Credit Suisse April 2011 - June 2011
Manhattanville College August 2007 - January 2011
Skills
Microsoft Office, Kronos, Interviewing, PeopleSoft, Office Administration, Interviews, Leadership Development, Time Management, New Hire Orientations, Recruiting, Talent Acquisition, PowerPoint, Sourcing, Data Entry, Employee Benefits, HR Policies, Screening, Applicant Tracking..., Leadership, Performance Management, Employee Engagement, Payroll, Outlook, College Recruiting, Onboarding, Microsoft Excel, Resume Writing, HRIS, Talent Management, Human Resources, Employee Relations, Spanish, Management, HR Consulting, Job Descriptions
Education
Manhattanville College 2007 — 2011
BS, Human Resources: Compensation & Benefits, Employee & Labor Relations, Workforce Diversity
Corey Spar Corey Spar's Jefferies LLC Experience May 2014 - July 2014
Job Investment Banking Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies June 2015 - Present
Jefferies LLC May 2014 - July 2014
NYSE Euronext June 2013 - August 2013
Social Entrepreneur Corps May 2012 - July 2012
Duane Morris LLP May 2011 - August 2011
Old Westbury Country Club May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English
Education
Duke University 2011 — 2015
Bachelor of Arts (B.A.), Public Policy Studies (PPS) and Markets and Management Studies (MMS)
Jefferies June 2015 - Present
Jefferies LLC May 2014 - July 2014
NYSE Euronext June 2013 - August 2013
Social Entrepreneur Corps May 2012 - July 2012
Duane Morris LLP May 2011 - August 2011
Old Westbury Country Club May 2011 - August 2011
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Customer Service, Research, Teamwork, Social Media, Public Speaking, English
Education
Duke University 2011 — 2015
Bachelor of Arts (B.A.), Public Policy Studies (PPS) and Markets and Management Studies (MMS)
Michael Cullinan's Jefferies LLC Experience March 2013 - December 2013
Job Business Development Professional
Industry Venture Capital & Private Equity
Experience
DataKentro Corporation May 2014 - Present
GridNavigator September 2013 - Present
QuantXchange January 2014 - January 2015
Jefferies LLC March 2013 - December 2013
Junction Investors December 2010 - August 2012
NESCAC Club of Asia September 2009 - 2011
DEVELOPMENT Solutions May 2009 - July 2010
Harvard Law School Program on Negotiation September 2007 - December 2007
Merrill Lynch Private Client Services May 2005 - July 2005
Skills
Mandarin, Problem Solving, Research, Microsoft Office, Social Media Marketing, International Business, Business Strategy, Strategic Planning, Social Media, New Business Development, Event Planning, Strategy Development, International Relations, Social Innovation, Googling, International..., Policy Analysis, Business Information, Management, Policy, Public Relations, Strategy, Entrepreneurship, Business Development, Public Speaking, Marketing, Project Management, Consulting, Leadership
Education
Milano School of International Affairs, Management, and Urban Policy - The New School 2012 — 2014
MA
The Tuck School of Business at Dartmouth 2007 — 2007
Trinity College-Hartford 2003 — 2007
BA
Fudan University 2006 — 2006
St. John's Prep 1999 — 2003
Johnson elementary
DataKentro Corporation May 2014 - Present
GridNavigator September 2013 - Present
QuantXchange January 2014 - January 2015
Jefferies LLC March 2013 - December 2013
Junction Investors December 2010 - August 2012
NESCAC Club of Asia September 2009 - 2011
DEVELOPMENT Solutions May 2009 - July 2010
Harvard Law School Program on Negotiation September 2007 - December 2007
Merrill Lynch Private Client Services May 2005 - July 2005
Skills
Mandarin, Problem Solving, Research, Microsoft Office, Social Media Marketing, International Business, Business Strategy, Strategic Planning, Social Media, New Business Development, Event Planning, Strategy Development, International Relations, Social Innovation, Googling, International..., Policy Analysis, Business Information, Management, Policy, Public Relations, Strategy, Entrepreneurship, Business Development, Public Speaking, Marketing, Project Management, Consulting, Leadership
Education
Milano School of International Affairs, Management, and Urban Policy - The New School 2012 — 2014
MA
The Tuck School of Business at Dartmouth 2007 — 2007
Trinity College-Hartford 2003 — 2007
BA
Fudan University 2006 — 2006
St. John's Prep 1999 — 2003
Johnson elementary
Ari Adler's Jefferies LLC Experience June 2015 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC June 2015 - Present
Jefferies LLC June 2014 - August 2014
Albourne Partners June 2013 - August 2013
Education
Duke University 2011 — 2015
University College London, U. of London 2013 — 2013
Jefferies LLC June 2015 - Present
Jefferies LLC June 2014 - August 2014
Albourne Partners June 2013 - August 2013
Education
Duke University 2011 — 2015
University College London, U. of London 2013 — 2013
Morgan Kelly Morgan Kelly's Jefferies LLC Experience June 2010 - October 2014
Job Administrative Assistant at Point72 Asset Management, L.P.
Industry Investment Banking
Experience
Point72 Asset Management, L.P. October 2014 - Present
Jefferies LLC June 2010 - October 2014
The Maritime Aquarium at Norwalk June 2008 - December 2012
Wilton High School August 2011 - December 2011
Wilton High School January 2011 - June 2011
Lynchburg College February 2007 - June 2009
Skills
Research, Data Analysis, Teaching, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Notary Public, Nonprofits, Curriculum Design, Fundraising, Time Management, Analysis, Microsoft Word, Community Outreach, Customer Service, Social Media
Education
Sacred Heart University 2010 — 2011
Master of Education (MEd), Secondary Education and Teaching
Lynchburg College 2005 — 2009
Bachelor of Science (BS), Environmental Science
John Jay High School 2001 — 2005
Point72 Asset Management, L.P. October 2014 - Present
Jefferies LLC June 2010 - October 2014
The Maritime Aquarium at Norwalk June 2008 - December 2012
Wilton High School August 2011 - December 2011
Wilton High School January 2011 - June 2011
Lynchburg College February 2007 - June 2009
Skills
Research, Data Analysis, Teaching, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Notary Public, Nonprofits, Curriculum Design, Fundraising, Time Management, Analysis, Microsoft Word, Community Outreach, Customer Service, Social Media
Education
Sacred Heart University 2010 — 2011
Master of Education (MEd), Secondary Education and Teaching
Lynchburg College 2005 — 2009
Bachelor of Science (BS), Environmental Science
John Jay High School 2001 — 2005
Alagu Venkatesh Kumar Alagu Venkatesh Kumar's Jefferies LLC Experience February 2014 - Present
Job Senior Consultant at HPD
Industry Information Technology and Services
Experience
HPD June 2015 - Present
Jefferies LLC February 2014 - Present
SRM Tech Canada Inc June 2010 - May 2011
Congruent Solutions February 2007 - May 2010
Kingshir Technologies Pvt Ltd September 2006 - February 2007
Dot Com Infoway Limited August 2004 - September 2006
Skills
SQL, ASP.NET, WCF, Web Services, Agile Methodologies, SDLC, Requirements Analysis, Web Applications, XML, JavaScript, Jquery Widget
Education
Madurai Kamaraj University 2000 — 2004
Bachelor, Computer Science Engineering
HPD June 2015 - Present
Jefferies LLC February 2014 - Present
SRM Tech Canada Inc June 2010 - May 2011
Congruent Solutions February 2007 - May 2010
Kingshir Technologies Pvt Ltd September 2006 - February 2007
Dot Com Infoway Limited August 2004 - September 2006
Skills
SQL, ASP.NET, WCF, Web Services, Agile Methodologies, SDLC, Requirements Analysis, Web Applications, XML, JavaScript, Jquery Widget
Education
Madurai Kamaraj University 2000 — 2004
Bachelor, Computer Science Engineering
Kyle Baer Kyle Baer's Jefferies LLC Experience June 2014 - May 2015
Job Business Operations at Uber
Industry Financial Services
Experience
Uber May 2015 - Present
Jefferies LLC June 2014 - May 2015
Jefferies & Company June 2013 - August 2013
Kollins Communications, Inc. May 2012 - August 2012
Education
Lehigh University 2010 — 2014
BS Honors Integrated Business and Engineering, Industrial Engineering and Finance
Uber May 2015 - Present
Jefferies LLC June 2014 - May 2015
Jefferies & Company June 2013 - August 2013
Kollins Communications, Inc. May 2012 - August 2012
Education
Lehigh University 2010 — 2014
BS Honors Integrated Business and Engineering, Industrial Engineering and Finance
Jennifer Diner's Jefferies LLC Experience November 2013 - April 2015
Job Reluxed
Industry Financial Services
Experience
Reluxed November 2014 - Present
Jefferies LLC November 2013 - April 2015
Saks Fifth Avenue May 2013 - November 2013
InStyle Magazine November 2012 - April 2013
Luxury Attache May 2012 - October 2012
Louis Vuitton June 2011 - April 2012
Emilio Pucci 2011 - 2012
Make Up For Ever 2011 - 2012
Jimmy Choo 2011 - 2012
The Road Tested Beauty Blog June 2011 - December 2011
Skills
Fashion, Creative Direction, Social Media Marketing, Press Releases, Magazines, Public Relations, Social Media, Social Networking, Training, Visual Merchandising, Apparel, Merchandising, Advertising, Management, Publicity, Editing, Luxury, Microsoft Excel, Time Management, Luxury Goods
Education
Florida Atlantic University 2007 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
Reluxed November 2014 - Present
Jefferies LLC November 2013 - April 2015
Saks Fifth Avenue May 2013 - November 2013
InStyle Magazine November 2012 - April 2013
Luxury Attache May 2012 - October 2012
Louis Vuitton June 2011 - April 2012
Emilio Pucci 2011 - 2012
Make Up For Ever 2011 - 2012
Jimmy Choo 2011 - 2012
The Road Tested Beauty Blog June 2011 - December 2011
Skills
Fashion, Creative Direction, Social Media Marketing, Press Releases, Magazines, Public Relations, Social Media, Social Networking, Training, Visual Merchandising, Apparel, Merchandising, Advertising, Management, Publicity, Editing, Luxury, Microsoft Excel, Time Management, Luxury Goods
Education
Florida Atlantic University 2007 — 2011
Bachelor of Arts (B.A.), Communication and Media Studies
John T. Sullivan's Jefferies LLC Experience April 2014 - Present
Job Associate at Jefferies LLC
Industry Financial Services
Brian Hoorwitz's Jefferies LLC Experience May 2014 - August 2014
Job Associate at Capco
Industry Financial Services
Experience
Capco July 2015 - Present
Jefferies LLC May 2014 - August 2014
Circulo Inmobiliario Meridiana January 2014 - May 2014
Deitz Associates October 2009 - December 2013
Camp Equinunk June 2010 - August 2013
Strategies for Wealth May 2012 - June 2012
Turf Island September 2008 - June 2011
Skills
Time Management, Management, Marketing, Strategy, Training, Sales, SEO, Sports, Recruiting, Microsoft Excel, Finance, Leadership, Market Research, Public Speaking, Social Media Marketing, Presentations, Microsoft Word, Microsoft Office, PowerPoint, Social Media
Education
Indiana University - Kelley School of Business 2011 — 2015
Passed Level I of the CFA Program
Capco July 2015 - Present
Jefferies LLC May 2014 - August 2014
Circulo Inmobiliario Meridiana January 2014 - May 2014
Deitz Associates October 2009 - December 2013
Camp Equinunk June 2010 - August 2013
Strategies for Wealth May 2012 - June 2012
Turf Island September 2008 - June 2011
Skills
Time Management, Management, Marketing, Strategy, Training, Sales, SEO, Sports, Recruiting, Microsoft Excel, Finance, Leadership, Market Research, Public Speaking, Social Media Marketing, Presentations, Microsoft Word, Microsoft Office, PowerPoint, Social Media
Education
Indiana University - Kelley School of Business 2011 — 2015
Passed Level I of the CFA Program
William Maselli William Maselli's Jefferies LLC Experience November 2013 - Present
Job Analyst, Healthcare Investment Banking at Jefferies
Industry Financial Services
Experience
Jefferies LLC November 2013 - Present
Finance - AEM 3240 - Cornell University August 2012 - December 2012
Alpha Tau Omega Fraternity, Beta Theta Chapter December 2011 - December 2012
INTL FCStone Inc. May 2012 - August 2012
Introduction to Business Management - AEM 1200 - Cornell University January 2012 - May 2012
Education
Cornell University 2010 — 2013
Bachelor of Science (BS), Applied Economics and Management
Jefferies LLC November 2013 - Present
Finance - AEM 3240 - Cornell University August 2012 - December 2012
Alpha Tau Omega Fraternity, Beta Theta Chapter December 2011 - December 2012
INTL FCStone Inc. May 2012 - August 2012
Introduction to Business Management - AEM 1200 - Cornell University January 2012 - May 2012
Education
Cornell University 2010 — 2013
Bachelor of Science (BS), Applied Economics and Management
William Luna III William Luna III's Jefferies LLC Experience March 2010 - Present
Job Managing Director Head of State & Local Tax at Jefferies LLC
Industry Accounting
Experience
Jefferies LLC March 2010 - Present
Grant Thornton November 2005 - March 2010
CPA TAX SOLUTIONS LLC - FASALT CONSULTING March 2003 - November 2005
Quick & Reilly April 1994 - November 2003
Fleet Securities 1998 - 2003
Grant Thornton December 1990 - April 1994
Oppenheim Appel & Dixon February 1987 - November 1990
NYC Department of Finance February 1984 - January 1987
Skills
Tax, Securities, State & Local Tax..., Due Diligence, CPA, Capital Markets, Financial Reporting, Corporate Tax, Tax Returns, Financial Services, Accounting, Private Equity, State Tax, Hedge Funds, Cash Management, Mergers & Acquisitions, Tax Audit Representation, SEC filings
Education
Fordham University 1979 — 1983
BS, Public Accounting
Fordham Prep 1975 — 1979
Jefferies LLC March 2010 - Present
Grant Thornton November 2005 - March 2010
CPA TAX SOLUTIONS LLC - FASALT CONSULTING March 2003 - November 2005
Quick & Reilly April 1994 - November 2003
Fleet Securities 1998 - 2003
Grant Thornton December 1990 - April 1994
Oppenheim Appel & Dixon February 1987 - November 1990
NYC Department of Finance February 1984 - January 1987
Skills
Tax, Securities, State & Local Tax..., Due Diligence, CPA, Capital Markets, Financial Reporting, Corporate Tax, Tax Returns, Financial Services, Accounting, Private Equity, State Tax, Hedge Funds, Cash Management, Mergers & Acquisitions, Tax Audit Representation, SEC filings
Education
Fordham University 1979 — 1983
BS, Public Accounting
Fordham Prep 1975 — 1979
Kailyn Antoncic Kailyn Antoncic's Jefferies LLC Experience January 2014 - April 2014
Job Human Resources at King Street Capital Management
Industry Human Resources
Experience
King Street Capital Management May 2014 - Present
Jefferies LLC January 2014 - April 2014
Proskauer Rose June 2012 - August 2013
Proskauer Rose May 2011 - August 2011
Skills
Budgets, Event Planning, Diversity, Charitable Gift Planning, Customer Service, Corporate Social..., Business Development, Client Services
Education
Ithaca College 2008 — 2012
Bachelor of Arts (B.A.), Legal Studies, Sociology
Cornell University 2011 — 2011
Legal Research/Studies
King Street Capital Management May 2014 - Present
Jefferies LLC January 2014 - April 2014
Proskauer Rose June 2012 - August 2013
Proskauer Rose May 2011 - August 2011
Skills
Budgets, Event Planning, Diversity, Charitable Gift Planning, Customer Service, Corporate Social..., Business Development, Client Services
Education
Ithaca College 2008 — 2012
Bachelor of Arts (B.A.), Legal Studies, Sociology
Cornell University 2011 — 2011
Legal Research/Studies
Mark Rosenblum Mark Rosenblum's Jefferies LLC Experience August 2013 - March 2015
Job
Industry Financial Services
Experience
Morgan Stanley April 2015 - Present
Jefferies LLC August 2013 - March 2015
modern guild May 2013 - July 2013
Epoch Investment Partners February 2009 - July 2011
Locke Capital Management March 2008 - November 2008
Hillman Capital Management April 2006 - March 2008
Lydian Wealth Management 2005 - 2006
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Morgan Stanley April 2015 - Present
Jefferies LLC August 2013 - March 2015
modern guild May 2013 - July 2013
Epoch Investment Partners February 2009 - July 2011
Locke Capital Management March 2008 - November 2008
Hillman Capital Management April 2006 - March 2008
Lydian Wealth Management 2005 - 2006
Education
Duke University - The Fuqua School of Business 2011 — 2013
MBA
University of Maryland College Park 2000 — 2004
Bachelor of Science (B.S.), Finance, General
Joyce Yu's Jefferies LLC Experience July 2013 - September 2014
Job Student, NCSU Statistics Doctoral Program
Industry Higher Education
Experience
Sageworks December 2014 - February 2015
Jefferies LLC July 2013 - September 2014
Jefferies & Company June 2012 - August 2012
Esquel Group May 2012 - May 2012
USAID May 2011 - August 2011
Good Work Network May 2010 - August 2010
Skills
Stata, Valuation, Economics, Data Analysis, Financial Modeling, Social Media, Matlab, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Research, Public Speaking, Editing
Education
North Carolina State University 2015 — 2020
Doctor of Philosophy (PhD), Statistics
Duke University 2009 — 2013
Bachelor of Science (BS), Biomedical Engineering, Economics
Sageworks December 2014 - February 2015
Jefferies LLC July 2013 - September 2014
Jefferies & Company June 2012 - August 2012
Esquel Group May 2012 - May 2012
USAID May 2011 - August 2011
Good Work Network May 2010 - August 2010
Skills
Stata, Valuation, Economics, Data Analysis, Financial Modeling, Social Media, Matlab, Microsoft Office, Leadership, Microsoft Word, Microsoft Excel, Research, Public Speaking, Editing
Education
North Carolina State University 2015 — 2020
Doctor of Philosophy (PhD), Statistics
Duke University 2009 — 2013
Bachelor of Science (BS), Biomedical Engineering, Economics
Adam Parks Adam Parks's Jefferies LLC Experience May 2013 - September 2014
Job Attorney at K&L Gates LLP
Industry Law Practice
Experience
K&L Gates LLP September 2014 - Present
Jefferies, LLC May 2013 - September 2014
National Futures Association January 2013 - April 2013
NewOak Capital Advisors October 2012 - April 2013
New York Law School Securities Arbitration Clinic April 2012 - April 2013
Weg & Myers, P.C. January 2012 - August 2012
New York Liquidation Bureau May 2011 - August 2011
Bloomingdale's May 2008 - April 2010
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science (B.S.), Sports Management
New York Law School 2010 — 2013
Doctor of Law (J.D.), Cum Laude
K&L Gates LLP September 2014 - Present
Jefferies, LLC May 2013 - September 2014
National Futures Association January 2013 - April 2013
NewOak Capital Advisors October 2012 - April 2013
New York Law School Securities Arbitration Clinic April 2012 - April 2013
Weg & Myers, P.C. January 2012 - August 2012
New York Liquidation Bureau May 2011 - August 2011
Bloomingdale's May 2008 - April 2010
Education
Indiana University Bloomington 2003 — 2007
Bachelor of Science (B.S.), Sports Management
New York Law School 2010 — 2013
Doctor of Law (J.D.), Cum Laude
Michael A. Flavin, III's Jefferies LLC Experience March 2014 - March 2015
Job Commercial Insurance Executive | Risk Management Consultant at C. J. Thomas Company, Inc.
Industry Insurance
Experience
C. J. Thomas Company, Inc. April 2015 - Present
Jefferies LLC March 2014 - March 2015
Mesirow Financial August 2011 - March 2014
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelors of Science, Business Economics & Public Policy
Chaminade College Preparatory School 2000 — 2006
C. J. Thomas Company, Inc. April 2015 - Present
Jefferies LLC March 2014 - March 2015
Mesirow Financial August 2011 - March 2014
Education
Indiana University - Kelley School of Business 2006 — 2010
Bachelors of Science, Business Economics & Public Policy
Chaminade College Preparatory School 2000 — 2006
Kazuo Yamada's Jefferies LLC Experience March 2002 - August 2008
Job
Industry Apparel & Fashion
Experience
13 Rattles Inc "R13" June 2014 - Present
13 Rattles Inc "R13" April 2013 - Present
13 Rattles Inc "R13" July 2012 - Present
Jefferies LLC March 2002 - August 2008
Nomura Securities April 1999 - February 2002
Education
Duquesne University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
13 Rattles Inc "R13" June 2014 - Present
13 Rattles Inc "R13" April 2013 - Present
13 Rattles Inc "R13" July 2012 - Present
Jefferies LLC March 2002 - August 2008
Nomura Securities April 1999 - February 2002
Education
Duquesne University
Bachelor of Business Administration (BBA), Finance and Financial Management Services
Courtney Sherman's Jefferies LLC Experience July 2013 - Present
Job FIxed Income Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC July 2013 - Present
Jefferies LLC June 2012 - August 2012
American Enterprise Institute June 2011 - August 2011
Skills
Investments, PowerPoint, Corporate Finance, Finance, Microsoft Excel, Research, Social Media, Microsoft Office, Economics, Financial Analysis, Microsoft Word, Data Analysis, Public Speaking
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Government, Magna Cum Laude
The University of Edinburgh 2011 — 2011
Bachelor’s Degree, International Political Economy
Moses Brown School 2005 — 2009
Jefferies LLC July 2013 - Present
Jefferies LLC June 2012 - August 2012
American Enterprise Institute June 2011 - August 2011
Skills
Investments, PowerPoint, Corporate Finance, Finance, Microsoft Excel, Research, Social Media, Microsoft Office, Economics, Financial Analysis, Microsoft Word, Data Analysis, Public Speaking
Education
Georgetown University 2009 — 2013
Bachelor of Arts (B.A.), Economics, Government, Magna Cum Laude
The University of Edinburgh 2011 — 2011
Bachelor’s Degree, International Political Economy
Moses Brown School 2005 — 2009
James Hackett James Hackett's Jefferies LLC Experience January 2014 - Present
Job Assistant Vice President at Jefferies LLC
Industry Banking
Experience
Jefferies LLC January 2014 - Present
Merrill Edge January 2013 - January 2014
Bank of America Merrill Lynch November 2009 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Merrill Lynch April 1995 - November 2001
Merrill Lynch July 1990 - April 1995
Merrill Lynch Metals November 1986 - July 1990
Skills
Futures, Excel, Banking, Customer Service, Trading, Inventory Management, Equities, Microsoft Office, Budgeting, Options, Settlement, Cash, Client Service, Customer Relations, Settlements, Derivatives, Commodities, Back Office, Confirmations, Reconciliation, Commodity, Series 7, Series 3, NJ Life Insurance, NJ Health Insurance, Budgets, Securities, FINRA, Trading Systems, Risk Management, Hedge Funds, Account Reconciliation, Fixed Income, Financial Services, Confirmation, Client Services, Microsoft Excel, Technical Analysis
Education
Marist College 1982 — 1986
BS, Marketing
Jefferies LLC January 2014 - Present
Merrill Edge January 2013 - January 2014
Bank of America Merrill Lynch November 2009 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Bank of America Merrill Lynch November 2001 - December 2011
Merrill Lynch April 1995 - November 2001
Merrill Lynch July 1990 - April 1995
Merrill Lynch Metals November 1986 - July 1990
Skills
Futures, Excel, Banking, Customer Service, Trading, Inventory Management, Equities, Microsoft Office, Budgeting, Options, Settlement, Cash, Client Service, Customer Relations, Settlements, Derivatives, Commodities, Back Office, Confirmations, Reconciliation, Commodity, Series 7, Series 3, NJ Life Insurance, NJ Health Insurance, Budgets, Securities, FINRA, Trading Systems, Risk Management, Hedge Funds, Account Reconciliation, Fixed Income, Financial Services, Confirmation, Client Services, Microsoft Excel, Technical Analysis
Education
Marist College 1982 — 1986
BS, Marketing
Thomas Murtha's Jefferies LLC Experience July 2014 - Present
Job Equity Derivatives Trading Analyst at Jefferies LLC
Industry Investment Management
Experience
Jefferies LLC July 2014 - Present
Alpha Kappa Psi January 2013 - December 2013
Jefferies LLC May 2013 - August 2013
Alpha Kappa Psi January 2012 - December 2012
Finish Line April 2008 - December 2012
Continental Energy Group LLC May 2012 - August 2012
Bluefin Trading LLC June 2010 - July 2010
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science in Business, Finance
Jefferies LLC July 2014 - Present
Alpha Kappa Psi January 2013 - December 2013
Jefferies LLC May 2013 - August 2013
Alpha Kappa Psi January 2012 - December 2012
Finish Line April 2008 - December 2012
Continental Energy Group LLC May 2012 - August 2012
Bluefin Trading LLC June 2010 - July 2010
Education
Indiana University - Kelley School of Business 2010 — 2014
Bachelor of Science in Business, Finance
Dalton Carofilis Dalton Carofilis's Jefferies LLC Experience May 2013 - Present
Job Consulting Network Engineer at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC May 2013 - Present
Cantor Fitzgerald September 2011 - Present
Cantor Fitzgerald May 2009 - September 2011
Pathmark Stores, Inc. May 2007 - May 2009
Skills
Data Center, Cisco Technologies, OSPF, Visio, Juniper, EIGRP, VPN, WAN, Team Leadership, Network Security, Firewalls, Switches, Microsoft Office, TCP/IP, DHCP, Customer Service, Network Design, System Monitoring, Disaster Recovery, Microsoft Excel, Routing Protocols, Cisco Routers, Troubleshooting, Juniper Technologies, Servers
Education
Kean University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
NJIT 2004 — 2005
Information Technology Network Securities, Information Technology
Jefferies LLC May 2013 - Present
Cantor Fitzgerald September 2011 - Present
Cantor Fitzgerald May 2009 - September 2011
Pathmark Stores, Inc. May 2007 - May 2009
Skills
Data Center, Cisco Technologies, OSPF, Visio, Juniper, EIGRP, VPN, WAN, Team Leadership, Network Security, Firewalls, Switches, Microsoft Office, TCP/IP, DHCP, Customer Service, Network Design, System Monitoring, Disaster Recovery, Microsoft Excel, Routing Protocols, Cisco Routers, Troubleshooting, Juniper Technologies, Servers
Education
Kean University 2005 — 2009
Bachelor of Science (BS), Business Administration and Management, General
NJIT 2004 — 2005
Information Technology Network Securities, Information Technology
Kelsey Siman Kelsey Siman's Jefferies LLC Experience July 2014 - Present
Job Equity Capital Markets Analyst at Jefferies LLC
Industry Banking
Experience
Jefferies LLC July 2014 - Present
Jefferies & Company May 2013 - August 2013
SCOR May 2012 - August 2012
NouvEON Technology Partners June 2009 - August 2010
Divine Creations June 2007 - August 2009
Skills
Intermediate Spanish, PowerPoint, Microsoft Word, Analysis, Leadership, Matlab, Business Strategy, HTML, Strategic Planning, Marketing, Social Media Marketing, Team Leadership, Customer Service, Editing, Event Planning, Accounting, Management, Marketing Strategy
Education
Duke University 2010 — 2014
Bachelor of Science in Economics, Minors in Mathematics, Spanish, High Distinction in Economics, Cum Laude
Charlotte Country Day School 2006 — 2010
High School Diploma
Jefferies LLC July 2014 - Present
Jefferies & Company May 2013 - August 2013
SCOR May 2012 - August 2012
NouvEON Technology Partners June 2009 - August 2010
Divine Creations June 2007 - August 2009
Skills
Intermediate Spanish, PowerPoint, Microsoft Word, Analysis, Leadership, Matlab, Business Strategy, HTML, Strategic Planning, Marketing, Social Media Marketing, Team Leadership, Customer Service, Editing, Event Planning, Accounting, Management, Marketing Strategy
Education
Duke University 2010 — 2014
Bachelor of Science in Economics, Minors in Mathematics, Spanish, High Distinction in Economics, Cum Laude
Charlotte Country Day School 2006 — 2010
High School Diploma
Nicole Grybalow Nicole Grybalow's Jefferies LLC Experience July 2013 - June 2014
Job Executive Assistant at GrubHub Inc.
Industry Online Media
Experience
GrubHub Inc. August 2014 - Present
GrubHub 2014 - 2015
GrubHub 2014 - 2015
GrubHub 2014 - 2015
Jefferies LLC July 2013 - June 2014
Duff & Phelps November 2011 - July 2013
Ocean Tomo September 2010 - November 2011
CareerBuilder.com December 2009 - July 2010
CareerBuilder.com November 2008 - December 2009
CareerBuilder.com May 2008 - November 2008
Skills
Market Research, Social Media, Email Marketing, Social Media Marketing, Microsoft Office, Salesforce.com, Microsoft Excel, Sales, New Business Development, Cold Calling, Valuation, Teamwork, PowerPoint, Lead Generation, Event Planning, Research, Marketing Strategy, Marketing, Social Networking, Data Analysis, Account Management, Recruiting, Leadership, Facebook, Outlook
Education
DePaul University 2003 — 2007
B.S., Sociology
GrubHub Inc. August 2014 - Present
GrubHub 2014 - 2015
GrubHub 2014 - 2015
GrubHub 2014 - 2015
Jefferies LLC July 2013 - June 2014
Duff & Phelps November 2011 - July 2013
Ocean Tomo September 2010 - November 2011
CareerBuilder.com December 2009 - July 2010
CareerBuilder.com November 2008 - December 2009
CareerBuilder.com May 2008 - November 2008
Skills
Market Research, Social Media, Email Marketing, Social Media Marketing, Microsoft Office, Salesforce.com, Microsoft Excel, Sales, New Business Development, Cold Calling, Valuation, Teamwork, PowerPoint, Lead Generation, Event Planning, Research, Marketing Strategy, Marketing, Social Networking, Data Analysis, Account Management, Recruiting, Leadership, Facebook, Outlook
Education
DePaul University 2003 — 2007
B.S., Sociology
Max Dow Max Dow's Jefferies LLC Experience June 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC June 2014 - Present
MetLife January 2012 - May 2014
Communications Consulting Group May 2008 - April 2010
Cranbrook Educational Community June 2006 - August 2007
House of Blinds and Draperies March 2005 - July 2005
Skills
Bloomberg, Financial Analysis, Economics, Financial Modeling, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Finance
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Management Studies
University of Michigan 2005 — 2009
BA
Jefferies LLC June 2014 - Present
MetLife January 2012 - May 2014
Communications Consulting Group May 2008 - April 2010
Cranbrook Educational Community June 2006 - August 2007
House of Blinds and Draperies March 2005 - July 2005
Skills
Bloomberg, Financial Analysis, Economics, Financial Modeling, Mergers & Acquisitions, Microsoft Office, Corporate Finance, Finance
Education
Duke University - The Fuqua School of Business 2010 — 2011
Master of Management Studies
University of Michigan 2005 — 2009
BA
James Keady's Jefferies LLC Experience May 2011 - August 2011
Job High Yield Sector Strategy Analyst at Credit Suisse
Industry Investment Banking
Experience
Credit Suisse June 2012 - Present
Jefferies LLC May 2011 - August 2011
Ivy Room LLC 2007 - 2010
Skills
Financial Modeling
Education
Cornell University 2008 — 2012
The London School of Economics and Political Science (LSE)
Finance and Financial Markets
Credit Suisse June 2012 - Present
Jefferies LLC May 2011 - August 2011
Ivy Room LLC 2007 - 2010
Skills
Financial Modeling
Education
Cornell University 2008 — 2012
The London School of Economics and Political Science (LSE)
Finance and Financial Markets
Brian Kim's Jefferies LLC Experience July 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC July 2014 - Present
KPMG US August 2013 - July 2014
Kelley School of Business August 2012 - May 2013
KPMG June 2012 - August 2012
Syracuse University August 2009 - May 2012
Syracuse University June 2009 - August 2009
Syracuse University Department of Public Safety August 2008 - August 2009
Education
Indiana University Bloomington 2012 — 2013
Master of Science (M.S.), Accounting, 3.575
Syracuse University 2008 — 2012
BS, Accounting (CPA Track), 3.714
Jefferies LLC July 2014 - Present
KPMG US August 2013 - July 2014
Kelley School of Business August 2012 - May 2013
KPMG June 2012 - August 2012
Syracuse University August 2009 - May 2012
Syracuse University June 2009 - August 2009
Syracuse University Department of Public Safety August 2008 - August 2009
Education
Indiana University Bloomington 2012 — 2013
Master of Science (M.S.), Accounting, 3.575
Syracuse University 2008 — 2012
BS, Accounting (CPA Track), 3.714
David Brenner, CFA David Brenner, CFA's Jefferies LLC Experience 2004 - 2007
Job Licensed Real Estate Salesperson at CitiHabitats
Industry Real Estate
Experience
Citi-Habitats September 2013 - Present
WaveArray Global LLC September 2007 - September 2013
None 2003 - 2013
Jefferies LLC 2004 - 2007
Natexis Bleichroeder 2001 - 2003
Skills
SQL, HTML, Windows, Microsoft Excel, Analysis, C, OS X, Business Analysis, Databases, Linux, Project Management, Data Analysis, Financial Analysis, Java, Real Estate, Marketing, JavaScript, Landlords, Access, Financial Modeling
Education
Marymount Manhattan College 1992 — 1996
Bachelor's degree, Finance, General
Lehigh University 1990 — 1992
Citi-Habitats September 2013 - Present
WaveArray Global LLC September 2007 - September 2013
None 2003 - 2013
Jefferies LLC 2004 - 2007
Natexis Bleichroeder 2001 - 2003
Skills
SQL, HTML, Windows, Microsoft Excel, Analysis, C, OS X, Business Analysis, Databases, Linux, Project Management, Data Analysis, Financial Analysis, Java, Real Estate, Marketing, JavaScript, Landlords, Access, Financial Modeling
Education
Marymount Manhattan College 1992 — 1996
Bachelor's degree, Finance, General
Lehigh University 1990 — 1992
David Tillem's Jefferies LLC Experience 2012 - Present
Job Institutional Equity Sales Associate at Jefferies & Company
Industry Financial Services
Experience
Jefferies LLC 2012 - Present
ACA Compliance Group 2011 - September 2012
Russell Reynolds Associates 2010 - 2011
GV Financial Advisors June 2009 - August 2009
Skills
Hedge Funds, Due Diligence, Private Equity, Research, Fund Of Funds, Equities, Investments
Education
Georgetown University - The McDonough School of Business
BSBA, Finance, Marketing
The Chinese University of Hong Kong 2008 — 2008
Marketing, Management
Jefferies LLC 2012 - Present
ACA Compliance Group 2011 - September 2012
Russell Reynolds Associates 2010 - 2011
GV Financial Advisors June 2009 - August 2009
Skills
Hedge Funds, Due Diligence, Private Equity, Research, Fund Of Funds, Equities, Investments
Education
Georgetown University - The McDonough School of Business
BSBA, Finance, Marketing
The Chinese University of Hong Kong 2008 — 2008
Marketing, Management
Erika Stanford Erika Stanford's Jefferies LLC Experience July 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Jefferies & Company May 2013 - Present
Bayberry Capital, Inc. May 2012 - May 2013
Booz Allen Hamilton June 2011 - July 2012
Skills
Economics
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Lake Forest Academy
Jefferies LLC July 2014 - Present
Jefferies & Company May 2013 - Present
Bayberry Capital, Inc. May 2012 - May 2013
Booz Allen Hamilton June 2011 - July 2012
Skills
Economics
Education
Georgetown University 2010 — 2014
Bachelor of Arts (B.A.), Economics
Lake Forest Academy
Abdi Jabar's Jefferies LLC Experience October 2013 - February 2014
Job Sales Administrator at Jefferies LLC
Industry Entertainment
Experience
Avant April 2014 - August 2015
Jefferies LLC October 2013 - February 2014
BJB Properties May 2013 - September 2013
ALDO Group October 2012 - February 2013
Applebee's June 2011 - January 2012
Vini's Pizza September 2010 - April 2011
Northern Trust June 2007 - August 2007
Skills
Corporate Finance, Valuation, DCF Valuation, Financial Modeling, Leadership, Time Management, Budgets, Networking, Team Leadership, Microsoft Office, People Skills, Highly Ambitious, Social Networking, Analysis, Microsoft Word, Interpersonal Skill, Financial Analysis, Public Speaking, Teamwork, Facebook, Access, PowerPoint, Stock Trading, Stock Picking, Determination, Entrepreneurship, Microsoft Excel, Self-starter, Motivation, Customer Service, Data Analysis
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Finance
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Avant April 2014 - August 2015
Jefferies LLC October 2013 - February 2014
BJB Properties May 2013 - September 2013
ALDO Group October 2012 - February 2013
Applebee's June 2011 - January 2012
Vini's Pizza September 2010 - April 2011
Northern Trust June 2007 - August 2007
Skills
Corporate Finance, Valuation, DCF Valuation, Financial Modeling, Leadership, Time Management, Budgets, Networking, Team Leadership, Microsoft Office, People Skills, Highly Ambitious, Social Networking, Analysis, Microsoft Word, Interpersonal Skill, Financial Analysis, Public Speaking, Teamwork, Facebook, Access, PowerPoint, Stock Trading, Stock Picking, Determination, Entrepreneurship, Microsoft Excel, Self-starter, Motivation, Customer Service, Data Analysis
Education
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Finance
DePaul University 2009 — 2013
Bachelor of Science (B.S.), Finance, General
Nadia Batchelor Nadia Batchelor's Jefferies LLC Experience May 2014 - Present
Job Head of Corporate Access, US at Jefferies
Industry Financial Services
Experience
Jefferies LLC May 2014 - Present
Jefferies LLC July 2013 - May 2014
MORGAN STANLEY August 2007 - April 2013
Morgan Stanley- Private Wealth Management June 2006 - August 2006
American Express October 2004 - June 2005
American Express- Global Corporate Services August 2003 - October 2004
JPMorgan June 2001 - August 2003
JPMorgan- Investment Banking- Industrials May 2000 - August 2000
Education
Harvard Business School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1997 — 2001
BS
Jefferies LLC May 2014 - Present
Jefferies LLC July 2013 - May 2014
MORGAN STANLEY August 2007 - April 2013
Morgan Stanley- Private Wealth Management June 2006 - August 2006
American Express October 2004 - June 2005
American Express- Global Corporate Services August 2003 - October 2004
JPMorgan June 2001 - August 2003
JPMorgan- Investment Banking- Industrials May 2000 - August 2000
Education
Harvard Business School 2005 — 2007
MBA
University of Pennsylvania - The Wharton School 1997 — 2001
BS
Carlo Caponi Carlo Caponi's Jefferies LLC Experience May 2014 - Present
Job Vice President and Assistant General Counsel at Jefferies LLC
Industry Law Practice
Experience
Jefferies LLC May 2014 - Present
Davis Polk & Wardwell LLP October 2008 - April 2014
Skills
Mergers, Acquisitions, Private Equity, Restructuring, Equity Capital Raising
Education
New York University School of Law 2006 — 2008
Doctor of Law (J.D.)
Miami University 2001 — 2005
Bachelor of Science (BS), Accounting
Miami University 2001 — 2005
Bachelor of Arts (B.A.), Italian Studies
Walsh Jesuit
Jefferies LLC May 2014 - Present
Davis Polk & Wardwell LLP October 2008 - April 2014
Skills
Mergers, Acquisitions, Private Equity, Restructuring, Equity Capital Raising
Education
New York University School of Law 2006 — 2008
Doctor of Law (J.D.)
Miami University 2001 — 2005
Bachelor of Science (BS), Accounting
Miami University 2001 — 2005
Bachelor of Arts (B.A.), Italian Studies
Walsh Jesuit
Shai Ellberger Shai Ellberger's Jefferies LLC Experience May 2014 - August 2014
Job Associate at BBR Partners
Industry Financial Services
Experience
BBR Partners June 2015 - Present
Jefferies LLC May 2014 - August 2014
JBS Financial Services June 2011 - April 2012
Bergen County High School of Jewish Studies August 2010 - February 2011
Skills
Investment Banking, Press Releases, Event Planning, Valuation, Public Speaking, Facebook, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Data Analysis, Social Media Marketing, Leadership, Budgets, Financial Analysis, Fundraising, Public Relations, Tax, Marketing, Microsoft Word, Social Networking, Newsletters, Community Outreach, Analysis, Sales, Research, Financial Modeling, Management, Customer Service
Education
Rutgers Graduate Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
Fordham University 2011 — 2011
Pre-MBA Program
University of Maryland College Park 2006 — 2010
BA, Communications
BBR Partners June 2015 - Present
Jefferies LLC May 2014 - August 2014
JBS Financial Services June 2011 - April 2012
Bergen County High School of Jewish Studies August 2010 - February 2011
Skills
Investment Banking, Press Releases, Event Planning, Valuation, Public Speaking, Facebook, Microsoft Excel, Microsoft Office, Social Media, PowerPoint, Data Analysis, Social Media Marketing, Leadership, Budgets, Financial Analysis, Fundraising, Public Relations, Tax, Marketing, Microsoft Word, Social Networking, Newsletters, Community Outreach, Analysis, Sales, Research, Financial Modeling, Management, Customer Service
Education
Rutgers Graduate Business School 2013 — 2015
Master of Business Administration (MBA), Finance, General
Fordham University 2011 — 2011
Pre-MBA Program
University of Maryland College Park 2006 — 2010
BA, Communications
Patrick Sherrill's Jefferies LLC Experience June 2013 - June 2014
Job Applied Medical
Industry Hospital & Health Care
Experience
Applied Medical June 2014 - Present
Jefferies LLC June 2013 - June 2014
Ann Rife Cox Endowment Fund August 2012 - December 2012
Aviall (A Boeing Company) April 2012 - August 2012
U.S. House of Representatives March 2010 - June 2010
U.S. Pan Asian American Chamber of Commerce (USPAACC) December 2009 - April 2010
Southern Methodist University August 2009 - December 2009
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance with a Specialization in Alternative Asset Management
Georgetown University 2010 — 2010
Economic Problems & Public Policies, Constitutional Interpretation, Economics & Public Policy
Southern Methodist University 2008 — 2012
Minor, Economics
Southern Methodist University 2008 — 2012
Minor, Mandarin Chinese, 4.0
Applied Medical June 2014 - Present
Jefferies LLC June 2013 - June 2014
Ann Rife Cox Endowment Fund August 2012 - December 2012
Aviall (A Boeing Company) April 2012 - August 2012
U.S. House of Representatives March 2010 - June 2010
U.S. Pan Asian American Chamber of Commerce (USPAACC) December 2009 - April 2010
Southern Methodist University August 2009 - December 2009
Education
Southern Methodist University - Cox School of Business 2008 — 2012
Bachelor of Business Administration (B.B.A.), Finance with a Specialization in Alternative Asset Management
Georgetown University 2010 — 2010
Economic Problems & Public Policies, Constitutional Interpretation, Economics & Public Policy
Southern Methodist University 2008 — 2012
Minor, Economics
Southern Methodist University 2008 — 2012
Minor, Mandarin Chinese, 4.0
Christopher Montgomery's Jefferies LLC Experience December 2013 - Present
Job Senior Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies LLC December 2013 - Present
Jefferies & Company January 2011 - December 2013
Jefferies & Company August 2007 - January 2011
Game Trust Inc, New York, US June 2006 - August 2006
Intel Corporation October 2003 - July 2005
Intel Corporation August 2002 - October 2003
Skills
Financial Modeling, Private Equity, Business Strategy, M&A Advisory Services, M&A execution, Strategic M&A, IPO, Debt, Demand Forecasting, Supply Chain Management, Finance, Investment Banking, Mergers & Acquisitions
Education
Harvard Business School 2005 — 2007
MBA
Stanford University 1998 — 2002
Bachelor of Science (BS)
Jefferies LLC December 2013 - Present
Jefferies & Company January 2011 - December 2013
Jefferies & Company August 2007 - January 2011
Game Trust Inc, New York, US June 2006 - August 2006
Intel Corporation October 2003 - July 2005
Intel Corporation August 2002 - October 2003
Skills
Financial Modeling, Private Equity, Business Strategy, M&A Advisory Services, M&A execution, Strategic M&A, IPO, Debt, Demand Forecasting, Supply Chain Management, Finance, Investment Banking, Mergers & Acquisitions
Education
Harvard Business School 2005 — 2007
MBA
Stanford University 1998 — 2002
Bachelor of Science (BS)
Gaurav Kittur's Jefferies LLC Experience September 2003 - Present
Job Managing Director at Jefferies
Industry Investment Banking
Experience
Jefferies LLC September 2003 - Present
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Private Equity, Venture Capital, LBO, Equities, Corporate Development, M&A experience, Mergers, Corporate Finance, Due Diligence, High Yield, Hedge Funds
Education
Cornell University 1995 — 1999
B.S., Engineering
Jefferies LLC September 2003 - Present
Skills
Investment Banking, Valuation, Capital Markets, Financial Modeling, Private Equity, Venture Capital, LBO, Equities, Corporate Development, M&A experience, Mergers, Corporate Finance, Due Diligence, High Yield, Hedge Funds
Education
Cornell University 1995 — 1999
B.S., Engineering
Adam Lee's Jefferies LLC Experience June 2013 - June 2014
Job Vice President, Consumer & Retail Investment Banking at Nomura Securities
Industry Investment Banking
Experience
Nomura Securities August 2014 - Present
Jefferies LLC June 2013 - June 2014
Bank of America Merrill Lynch February 2012 - March 2013
Bank of America Merrill Lynch June 2010 - January 2012
Cowen and Company August 2008 - June 2010
Emory Healthcare June 2004 - July 2008
TTI Telecom May 2002 - June 2004
Cerner Corporation June 1998 - April 2002
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Financial Analysis, Mergers, Business Analysis, Corporate Finance, Due Diligence, Analysis, Healthcare, Strategy Development, Excel, Team Building, Data Analysis, PowerPoint, Problem Solving, Research, Team Leadership, Business Intelligence, Accounting, Negotiation, Strategy, Mergers & Acquisitions, Investments, Finance
Education
Emory University - Goizueta Business School 2005 — 2008
MBA
University of Nebraska-Lincoln 1995 — 1998
BSc
Penang Free School 1988 — 1993
Nomura Securities August 2014 - Present
Jefferies LLC June 2013 - June 2014
Bank of America Merrill Lynch February 2012 - March 2013
Bank of America Merrill Lynch June 2010 - January 2012
Cowen and Company August 2008 - June 2010
Emory Healthcare June 2004 - July 2008
TTI Telecom May 2002 - June 2004
Cerner Corporation June 1998 - April 2002
Skills
Valuation, Investment Banking, Private Equity, Financial Modeling, Financial Analysis, Mergers, Business Analysis, Corporate Finance, Due Diligence, Analysis, Healthcare, Strategy Development, Excel, Team Building, Data Analysis, PowerPoint, Problem Solving, Research, Team Leadership, Business Intelligence, Accounting, Negotiation, Strategy, Mergers & Acquisitions, Investments, Finance
Education
Emory University - Goizueta Business School 2005 — 2008
MBA
University of Nebraska-Lincoln 1995 — 1998
BSc
Penang Free School 1988 — 1993
Brendan Carney's Jefferies LLC Experience May 2012 - Present
Job Senior VP, Business Analyst (IT) at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC May 2012 - Present
AllianceBernstein November 2007 - May 2012
General Electric January 2001 - November 2007
JP Morgan Chase October 1998 - January 2001
Bear Stearns 1996 - 1998
Skills
FX, Banking, Back Office, Alternative Investments, Business Analysis, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Equity Trading, Corporate Finance, Bonds, FX Options, Financial Risk, Fixed Income, Investment Banking, Interest Rate..., Financial Services, Financial Analysis, Prime Brokerage, Project Management, SDLC, Quality Assurance, Middle Office, Market Data, Series 7, Sybase, Trading Systems, Securities, User Acceptance Testing
Education
Manhattan College 1990 — 1994
Bachelor of Science (B.S.), Mathematics and Computer Science
Archbishop Stepinac
Jefferies LLC May 2012 - Present
AllianceBernstein November 2007 - May 2012
General Electric January 2001 - November 2007
JP Morgan Chase October 1998 - January 2001
Bear Stearns 1996 - 1998
Skills
FX, Banking, Back Office, Alternative Investments, Business Analysis, Credit Derivatives, Derivatives, Equities, Equity Derivatives, Equity Trading, Corporate Finance, Bonds, FX Options, Financial Risk, Fixed Income, Investment Banking, Interest Rate..., Financial Services, Financial Analysis, Prime Brokerage, Project Management, SDLC, Quality Assurance, Middle Office, Market Data, Series 7, Sybase, Trading Systems, Securities, User Acceptance Testing
Education
Manhattan College 1990 — 1994
Bachelor of Science (B.S.), Mathematics and Computer Science
Archbishop Stepinac
Steve Fruit's Jefferies LLC Experience April 2011 - Present
Job
Industry Investment Management
Experience
Jefferies LLC April 2011 - Present
Newedge USA 1991 - June 2008
Newedge USA LLC February 1992 - April 2008
Skills
Equities, Derivatives, Financial Markets, Commodity, Securities, Electronic Trading, Hedge Funds
Education
Denison University 1986 — 1990
BA - Poli Sci
Jefferies LLC April 2011 - Present
Newedge USA 1991 - June 2008
Newedge USA LLC February 1992 - April 2008
Skills
Equities, Derivatives, Financial Markets, Commodity, Securities, Electronic Trading, Hedge Funds
Education
Denison University 1986 — 1990
BA - Poli Sci
Sai N's Jefferies LLC Experience April 2014 - April 2015
Job BA Consultant at MUFG Americas
Industry Financial Services
Experience
MUFG Americas May 2015 - Present
Jefferies LLC April 2014 - April 2015
Barclays Capital January 2012 - April 2014
Brown Brothers Harriman April 2011 - December 2011
Bank of America July 2010 - April 2011
Delhi Press October 2009 - August 2010
Citi March 2010 - June 2010
Edward Jones February 2009 - November 2009
BlackRock July 2003 - December 2008
Lehman Brothers August 2002 - November 2002
Skills
Sybase, Back Office, Brokerage, Fixed Income, Derivatives, Equities, Securities, Business Analysis, Capital Markets, Asset Management, Risk Management, Risk, Data Warehousing, Banking, Data Modeling, Compliance, Systems Analysis, Business Requirements, Credit, Bonds, Investments, Market Data, Requirements Analysis, ETL, Data Analysis, SQL, Integration, Databases, MS Project, Architecture, SDLC, Financial Services, Financial Markets, VBA, Credit Derivatives, Unix, Bloomberg, Portfolio Management, Enterprise Architecture, Perl, Microsoft SQL Server, Software Development
Education
Heriot-Watt University 1996 — 2000
MBA
University of Mumbai 1982 — 1984
M. Sc
University of Mumbai 1977 — 1982
B. Sc.
MUFG Americas May 2015 - Present
Jefferies LLC April 2014 - April 2015
Barclays Capital January 2012 - April 2014
Brown Brothers Harriman April 2011 - December 2011
Bank of America July 2010 - April 2011
Delhi Press October 2009 - August 2010
Citi March 2010 - June 2010
Edward Jones February 2009 - November 2009
BlackRock July 2003 - December 2008
Lehman Brothers August 2002 - November 2002
Skills
Sybase, Back Office, Brokerage, Fixed Income, Derivatives, Equities, Securities, Business Analysis, Capital Markets, Asset Management, Risk Management, Risk, Data Warehousing, Banking, Data Modeling, Compliance, Systems Analysis, Business Requirements, Credit, Bonds, Investments, Market Data, Requirements Analysis, ETL, Data Analysis, SQL, Integration, Databases, MS Project, Architecture, SDLC, Financial Services, Financial Markets, VBA, Credit Derivatives, Unix, Bloomberg, Portfolio Management, Enterprise Architecture, Perl, Microsoft SQL Server, Software Development
Education
Heriot-Watt University 1996 — 2000
MBA
University of Mumbai 1982 — 1984
M. Sc
University of Mumbai 1977 — 1982
B. Sc.
Andy Flick's Jefferies LLC Experience April 2008 - June 2013
Job Managing Director CMBS Trading at Sandler O'Neill
Industry Financial Services
Experience
Sandler O'Neill & Partners, L.P. February 2015 - Present
Brean Capital, LLC September 2013 - January 2015
Jefferies LLC April 2008 - June 2013
RBS Greenwich Capital May 2006 - October 2007
JMP Group February 2004 - May 2005
JPMorgan Chase June 2000 - February 2004
Education
Georgetown University 1996 — 2000
Bachelor of Science (BS), Finance and Management
Wilton High School 1993 — 1996
Sandler O'Neill & Partners, L.P. February 2015 - Present
Brean Capital, LLC September 2013 - January 2015
Jefferies LLC April 2008 - June 2013
RBS Greenwich Capital May 2006 - October 2007
JMP Group February 2004 - May 2005
JPMorgan Chase June 2000 - February 2004
Education
Georgetown University 1996 — 2000
Bachelor of Science (BS), Finance and Management
Wilton High School 1993 — 1996
Jaime Morris's Jefferies LLC Experience May 2014 - Present
Job Equity Research Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC May 2014 - Present
UBS Investment Bank July 2010 - April 2014
Wells Fargo Securities May 2006 - June 2010
Banc of America Securities March 2004 - May 2006
UBS Investment Bank October 2001 - March 2004
Arthur Andersen September 1998 - October 2001
Education
Emory University 1994 — 1998
BBA, Business; Accounting
Emory University - Goizueta Business School 1994 — 1998
BBA, Accounting
Jefferies LLC May 2014 - Present
UBS Investment Bank July 2010 - April 2014
Wells Fargo Securities May 2006 - June 2010
Banc of America Securities March 2004 - May 2006
UBS Investment Bank October 2001 - March 2004
Arthur Andersen September 1998 - October 2001
Education
Emory University 1994 — 1998
BBA, Business; Accounting
Emory University - Goizueta Business School 1994 — 1998
BBA, Accounting
Scott Sparr's Jefferies LLC Experience May 2009 - Present
Job Vice President at Jefferies & Company
Industry Financial Services
Experience
Jefferies LLC May 2009 - Present
Merrill Lynch - Global Markets and Investment Banking 1992 - February 2009
Merrill Lynch December 1991 - February 2009
Skills
Electronic Trading, Fixed Income, Client Services, E-commerce, Fixed Income Trading, Trading Systems, Market Data, Series 7, Capital Markets
Education
Isenberg School of Management, UMass Amherst 1976 — 1980
University of Massachusetts, Amherst 1976 — 1980
BBA, Accounting
Jefferies LLC May 2009 - Present
Merrill Lynch - Global Markets and Investment Banking 1992 - February 2009
Merrill Lynch December 1991 - February 2009
Skills
Electronic Trading, Fixed Income, Client Services, E-commerce, Fixed Income Trading, Trading Systems, Market Data, Series 7, Capital Markets
Education
Isenberg School of Management, UMass Amherst 1976 — 1980
University of Massachusetts, Amherst 1976 — 1980
BBA, Accounting
Kevin Phillips's Jefferies LLC Experience June 2014 - Present
Job Managing Director, Joint Global Head of Power & Utilities at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC June 2014 - Present
Bank of America Merrill Lynch September 2010 - June 2014
FBR Capital Markets May 2009 - September 2010
Merrill Lynch May 2006 - May 2009
Lazard 2002 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Hedge Funds, Equities, Emerging Markets, Private Equity, Valuation
Education
Georgetown University - The McDonough School of Business 1995 — 1999
MBA
Georgetown University Law Center 1995 — 1999
JD
Georgetown University 1991 — 1995
BSFS
Jefferies LLC June 2014 - Present
Bank of America Merrill Lynch September 2010 - June 2014
FBR Capital Markets May 2009 - September 2010
Merrill Lynch May 2006 - May 2009
Lazard 2002 - 2006
Credit Suisse First Boston 1999 - 2002
Skills
Hedge Funds, Equities, Emerging Markets, Private Equity, Valuation
Education
Georgetown University - The McDonough School of Business 1995 — 1999
MBA
Georgetown University Law Center 1995 — 1999
JD
Georgetown University 1991 — 1995
BSFS
Cheryl Khan's Jefferies LLC Experience April 2005 - June 2007
Job Senior Project Manager (Global Business)
Industry Financial Services
Experience
Citi March 2014 - Present
MOEmentum Fitness - Finish the Race July 2013 - Present
Wealth Management Consultant November 2013 - February 2014
Morgan Stanley Wealth Management August 2007 - July 2013
Jefferies LLC April 2005 - June 2007
Skills
Financial Services, Equities, Investments, Management, Finance, Wealth Management, Portfolio Management, Analysis, Financial Analysis, Business Analysis, Securities, Fixed Income, Asset Management, Leadership, Vendor Management, Accounting, Banking, Capital Markets, Trading, Financial Modeling, Investment Banking, Bloomberg, Forecasting, Strategic Planning, Mutual Funds, Series 7, Budgets, Financial Markets, Due Diligence, Corporate Finance, Strategic Financial..., Change Management, Wealth Management..., Series 63, Account Coordination, SDLC, Institutional...
Education
Kaplan University 2010 — 2012
Masters in Management, Project Management, 4.0
St. Francis College
Bachelor of Science, Accounting
Citi March 2014 - Present
MOEmentum Fitness - Finish the Race July 2013 - Present
Wealth Management Consultant November 2013 - February 2014
Morgan Stanley Wealth Management August 2007 - July 2013
Jefferies LLC April 2005 - June 2007
Skills
Financial Services, Equities, Investments, Management, Finance, Wealth Management, Portfolio Management, Analysis, Financial Analysis, Business Analysis, Securities, Fixed Income, Asset Management, Leadership, Vendor Management, Accounting, Banking, Capital Markets, Trading, Financial Modeling, Investment Banking, Bloomberg, Forecasting, Strategic Planning, Mutual Funds, Series 7, Budgets, Financial Markets, Due Diligence, Corporate Finance, Strategic Financial..., Change Management, Wealth Management..., Series 63, Account Coordination, SDLC, Institutional...
Education
Kaplan University 2010 — 2012
Masters in Management, Project Management, 4.0
St. Francis College
Bachelor of Science, Accounting
Yash Mathur's Jefferies LLC Experience March 2014 - Present
Job Analyst at Jefferies LLC
Industry Banking
Experience
Jefferies LLC March 2014 - Present
FTI Consulting June 2012 - March 2014
Morgan Stanley June 2010 - May 2012
UBS June 2009 - July 2009
Skills
Corporate Finance, Financial Modeling, Regulatory Strategy, Restructuring, Financial Regulation, Project Management, Credit Risk, Equities, Hedge Funds, Capital Markets, Due Diligence, Risk Management, Valuation, Credit, Strategy
Education
Cornell University 2006 — 2010
Bachelor of Science, Applied Economics and Management
Stonewall Jackson 2004 — 2006
High School, International Baccalaureate
Jefferies LLC March 2014 - Present
FTI Consulting June 2012 - March 2014
Morgan Stanley June 2010 - May 2012
UBS June 2009 - July 2009
Skills
Corporate Finance, Financial Modeling, Regulatory Strategy, Restructuring, Financial Regulation, Project Management, Credit Risk, Equities, Hedge Funds, Capital Markets, Due Diligence, Risk Management, Valuation, Credit, Strategy
Education
Cornell University 2006 — 2010
Bachelor of Science, Applied Economics and Management
Stonewall Jackson 2004 — 2006
High School, International Baccalaureate
Jennie Richey's Jefferies LLC Experience November 2013 - June 2015
Job Vice President at Jefferies LLC
Industry Banking
Experience
Jefferies LLC November 2013 - June 2015
Jefferies & Company April 2009 - November 2013
Bear Stearns June 2007 - June 2008
Skills
Financial Modeling, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
MPA, Accounting- PPA
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Business Honors, Finance, Accounting
Kanda University of International Studies
Jefferies LLC November 2013 - June 2015
Jefferies & Company April 2009 - November 2013
Bear Stearns June 2007 - June 2008
Skills
Financial Modeling, Valuation
Education
The University of Texas at Austin - Red McCombs School of Business 2006 — 2007
MPA, Accounting- PPA
The University of Texas at Austin - Red McCombs School of Business 2002 — 2006
BBA, Business Honors, Finance, Accounting
Kanda University of International Studies
Sidhant Dash's Jefferies LLC Experience June 2014 - August 2014
Job Investment Banking Associate at Jefferies
Industry Financial Services
Experience
Jefferies August 2015 - Present
Jefferies LLC June 2014 - August 2014
Morgan Stanley October 2010 - June 2013
Nomura June 2009 - September 2010
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Indian Institute of Technology, Kanpur 2004 — 2009
MSc (Integrated), Mathematics and Scientific Computing
Jefferies August 2015 - Present
Jefferies LLC June 2014 - August 2014
Morgan Stanley October 2010 - June 2013
Nomura June 2009 - September 2010
Education
The University of Chicago - Booth School of Business 2013 — 2015
Master of Business Administration (MBA)
Indian Institute of Technology, Kanpur 2004 — 2009
MSc (Integrated), Mathematics and Scientific Computing
Tom Mulle's Jefferies LLC Experience August 2006 - April 2011
Job CFA
Industry Investment Management
Experience
Pierian Funds May 2011 - Present
Jefferies LLC August 2006 - April 2011
Fred Alger Management February 2005 - July 2006
Alkeon Capital Management January 2002 - February 2005
CIBC Oppenheimer October 1996 - December 2001
Value Line August 1993 - October 1996
Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Equity Research, Asset Managment, Fund Of Funds, Private Equity, Portfolio Management, Trading, Capital Markets, Bloomberg, Investments, Financial Markets, Venture Capital, Fixed Income, Asset Management, Investment Management, Equity Valuation
Education
New York University - Leonard N. Stern School of Business
MBA - Concentration in Finance and Accounting
Lehigh University 1989 — 1993
BS Finance
Pierian Funds May 2011 - Present
Jefferies LLC August 2006 - April 2011
Fred Alger Management February 2005 - July 2006
Alkeon Capital Management January 2002 - February 2005
CIBC Oppenheimer October 1996 - December 2001
Value Line August 1993 - October 1996
Skills
Alternative Investments, Hedge Funds, Equities, Asset Allocation, Equity Research, Asset Managment, Fund Of Funds, Private Equity, Portfolio Management, Trading, Capital Markets, Bloomberg, Investments, Financial Markets, Venture Capital, Fixed Income, Asset Management, Investment Management, Equity Valuation
Education
New York University - Leonard N. Stern School of Business
MBA - Concentration in Finance and Accounting
Lehigh University 1989 — 1993
BS Finance
Matthew Herman's Jefferies LLC Experience October 2010 - July 2015
Job Associate General Counsel at Russell Reynolds Associates
Industry Law Practice
Experience
Russell Reynolds Associates August 2015 - Present
Jefferies LLC October 2010 - July 2015
Aurora Bank FSB September 2009 - October 2010
Merrill Lynch September 2008 - June 2009
Bear Stearns April 2006 - August 2008
Paul Hastings August 2003 - April 2006
Weil Gotshal and Manges September 2001 - July 2003
Kauff McClain & McGuire LLP 1999 - 2000
Skills
Employment Law
Education
New York University School of Law 1998 — 2001
JD
Dartmouth College 1994 — 1998
BA, Government
Clarkstown High School North 1990 — 1994
Russell Reynolds Associates August 2015 - Present
Jefferies LLC October 2010 - July 2015
Aurora Bank FSB September 2009 - October 2010
Merrill Lynch September 2008 - June 2009
Bear Stearns April 2006 - August 2008
Paul Hastings August 2003 - April 2006
Weil Gotshal and Manges September 2001 - July 2003
Kauff McClain & McGuire LLP 1999 - 2000
Skills
Employment Law
Education
New York University School of Law 1998 — 2001
JD
Dartmouth College 1994 — 1998
BA, Government
Clarkstown High School North 1990 — 1994
Chandra Bhattaram's Jefferies LLC Experience April 2011 - July 2012
Job Sr. Perl/Sybase Developer/Support at Credit Agricole Corporate & Investment Bank
Industry Financial Services
Experience
Credit Agricole - Corporate & Investment Bank September 2013 - Present
Morgan Stanley July 2012 - September 2013
Jefferies LLC April 2011 - July 2012
RBS Markets and International Banking January 2011 - April 2011
Bank of America 2009 - 2011
American Express November 2007 - March 2009
UBS Investment Bank April 2006 - 2007
Skills
PL/SQL, Requirements Analysis, SDLC, DB2, SQL, Unix Shell Scripting, Java Enterprise Edition, perl, Perl Script, Sybase, Java, T-SQL, JavaScript, Unix, Object Oriented Perl, Performance Tuning, Query Optimization, Sybase Adaptive Server, T-SQL Stored Procedures, Guardium, Apache, Tomcat 5, HTML, HTML 5, CSS3, CSS, Linux, C++, c, C/C++ STL, Boost C++, XML, jQuery UI, jQuery, Photoshop, GIMP, Red Hat Linux, Fedora, Informatica, Erwin, LibreOffice, Microsoft Office, Microsoft Visio, Servlets, JSP, CGI/Perl, Mod_perl, AJAX, Perl
Education
Jawaharlal Nehru Technological University
Bachelor's Degree, Electrical and Electronics Engineering
Credit Agricole - Corporate & Investment Bank September 2013 - Present
Morgan Stanley July 2012 - September 2013
Jefferies LLC April 2011 - July 2012
RBS Markets and International Banking January 2011 - April 2011
Bank of America 2009 - 2011
American Express November 2007 - March 2009
UBS Investment Bank April 2006 - 2007
Skills
PL/SQL, Requirements Analysis, SDLC, DB2, SQL, Unix Shell Scripting, Java Enterprise Edition, perl, Perl Script, Sybase, Java, T-SQL, JavaScript, Unix, Object Oriented Perl, Performance Tuning, Query Optimization, Sybase Adaptive Server, T-SQL Stored Procedures, Guardium, Apache, Tomcat 5, HTML, HTML 5, CSS3, CSS, Linux, C++, c, C/C++ STL, Boost C++, XML, jQuery UI, jQuery, Photoshop, GIMP, Red Hat Linux, Fedora, Informatica, Erwin, LibreOffice, Microsoft Office, Microsoft Visio, Servlets, JSP, CGI/Perl, Mod_perl, AJAX, Perl
Education
Jawaharlal Nehru Technological University
Bachelor's Degree, Electrical and Electronics Engineering
Eric Everett's Jefferies LLC Experience September 2014 - Present
Job Senior Vice President at Jefferies
Industry Oil & Energy
Experience
Jefferies LLC September 2014 - Present
Nexen Petroleum USA March 2008 - September 2014
Hess Corporation 2007 - 2008
Hess Corporation 2002 - 2007
Hess Corporation 1994 - 2002
Skills
Mergers & Acquisitions, Strategic Planning, Divestitures, Strategy, Leadership, Natural Gas, Acquisitions, Business Development, Energy, Joint Ventures, Energy Industry, Oilfield, Upstream, Petroleum, Gas, Offshore Drilling, Oil & Gas Industry, Management, Oil/Gas, Portfolio Management, Negotiation, Mergers, Executive Management, M&A Negotiations
Education
Harvard Business School
Executive Education Program
Southern Methodist University - Cox School of Business
MBA, Finance, Operations
University of Florida - Warrington College Of Business
BSBA, Finance, Economics
Jefferies LLC September 2014 - Present
Nexen Petroleum USA March 2008 - September 2014
Hess Corporation 2007 - 2008
Hess Corporation 2002 - 2007
Hess Corporation 1994 - 2002
Skills
Mergers & Acquisitions, Strategic Planning, Divestitures, Strategy, Leadership, Natural Gas, Acquisitions, Business Development, Energy, Joint Ventures, Energy Industry, Oilfield, Upstream, Petroleum, Gas, Offshore Drilling, Oil & Gas Industry, Management, Oil/Gas, Portfolio Management, Negotiation, Mergers, Executive Management, M&A Negotiations
Education
Harvard Business School
Executive Education Program
Southern Methodist University - Cox School of Business
MBA, Finance, Operations
University of Florida - Warrington College Of Business
BSBA, Finance, Economics
Cecilie S Lind's Jefferies LLC Experience August 2014 - Present
Job Investment Banking Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC August 2014 - Present
Jefferies & Company May 2013 - August 2013
Beacon Shipping Investments January 2012 - June 2012
A.M. Nomikos & Son (UK) Ltd January 2010 - May 2011
A.M. Nomikos & Son (UK) Ltd August 2008 - December 2009
Nordea Norge ASA July 2007 - September 2007
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
UCL 2004 — 2008
BA Italian and Management Studies: 2:1
Università Commerciale 'Luigi Bocconi' 2006 — 2007
Year Abroad Programme, Financial Mathematics and Corporate Finance
Jefferies LLC August 2014 - Present
Jefferies & Company May 2013 - August 2013
Beacon Shipping Investments January 2012 - June 2012
A.M. Nomikos & Son (UK) Ltd January 2010 - May 2011
A.M. Nomikos & Son (UK) Ltd August 2008 - December 2009
Nordea Norge ASA July 2007 - September 2007
Education
Harvard Business School 2012 — 2014
Master of Business Administration (M.B.A.)
UCL 2004 — 2008
BA Italian and Management Studies: 2:1
Università Commerciale 'Luigi Bocconi' 2006 — 2007
Year Abroad Programme, Financial Mathematics and Corporate Finance
Samuel Smalls's Jefferies LLC Experience April 2009 - Present
Job Managing Director at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC April 2009 - Present
Depfa Bank September 2007 - March 2009
M.R. Beal and Company March 2000 - March 2007
State of California January 1999 - March 2000
Federal Home Loan Bank of San Francisco 1997 - January 1999
Public Financial Management July 1991 - 1997
Skills
Capital Markets, Management, Research, Proposal Writing, Public Finance, Strategic Planning, Securities, Bonds, Finance, Fixed Income, Securitization, Economics, Financial Analysis, Investments, Investment Banking, Structured Finance, Financial Modeling, Financial Structuring, Valuation
Education
Harvard University 1987 — 1991
A.B., Social Studies (Gov't/Economics)
Jefferies LLC April 2009 - Present
Depfa Bank September 2007 - March 2009
M.R. Beal and Company March 2000 - March 2007
State of California January 1999 - March 2000
Federal Home Loan Bank of San Francisco 1997 - January 1999
Public Financial Management July 1991 - 1997
Skills
Capital Markets, Management, Research, Proposal Writing, Public Finance, Strategic Planning, Securities, Bonds, Finance, Fixed Income, Securitization, Economics, Financial Analysis, Investments, Investment Banking, Structured Finance, Financial Modeling, Financial Structuring, Valuation
Education
Harvard University 1987 — 1991
A.B., Social Studies (Gov't/Economics)
Tomasz Micula's Jefferies LLC Experience October 2009 - Present
Job VP in Fixed Income Technology at Jefferies LLC
Industry Banking
Experience
Jefferies LLC October 2009 - Present
Citibank October 2008 - October 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers April 2007 - September 2008
Banc of America Securities May 2005 - April 2007
Skills
Enterprise Architecture, Fixed Income, JMS, SQL, XML, Electronic Trading, Java
Education
University of Michigan 2003 — 2005
M.S, Computer Science & Engineering
Cornell University 2000 — 2003
B.S, Computer Science, Electrical Engineering
Jefferies LLC October 2009 - Present
Citibank October 2008 - October 2009
Barclays Capital September 2008 - October 2008
Lehman Brothers April 2007 - September 2008
Banc of America Securities May 2005 - April 2007
Skills
Enterprise Architecture, Fixed Income, JMS, SQL, XML, Electronic Trading, Java
Education
University of Michigan 2003 — 2005
M.S, Computer Science & Engineering
Cornell University 2000 — 2003
B.S, Computer Science, Electrical Engineering
Michael Armstrong's Jefferies LLC Experience May 2014 - Present
Job Global Head of Wealth Management at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC May 2014 - Present
Armstrong Advisors September 2013 - May 2014
Morgan Stanley April 2010 - December 2012
Morgan Stanley October 2007 - April 2010
Morgan Stanley January 2002 - April 2005
Skills
Executive Management, Sales Managment, Sales, Private Banking, Leading Organizational..., Alternative Investments, Global Capital Markets, Public Speaking, Financial Services, Securities, Marketing Strategy, Mentoring, Brand Development, International Business, Recruiting, Institutional..., Key Account Management, Team Building, New Business Development, Asset Allocation, Financial Institutions, Trading, Project Management, Strategic Planning, Team Leadership, Derivatives, Financial Advisory, Investment Banking, Networking, Electronic Trading, Private Equity, Risk Management, Wealth Management..., Bonds, Series 24, ETFs, Series 65, Portfolio Management, Investment Strategies, Investment Advisory, Product Management, FINRA, Mutual Funds, Bloomberg, Structured Finance, Options, Financial Markets, Strategy, Prime Brokerage
Education
Harvard Business School 1985 — 1987
MBA
Duke University 1978 — 1982
BA, Psychology, Economics
Jefferies LLC May 2014 - Present
Armstrong Advisors September 2013 - May 2014
Morgan Stanley April 2010 - December 2012
Morgan Stanley October 2007 - April 2010
Morgan Stanley January 2002 - April 2005
Skills
Executive Management, Sales Managment, Sales, Private Banking, Leading Organizational..., Alternative Investments, Global Capital Markets, Public Speaking, Financial Services, Securities, Marketing Strategy, Mentoring, Brand Development, International Business, Recruiting, Institutional..., Key Account Management, Team Building, New Business Development, Asset Allocation, Financial Institutions, Trading, Project Management, Strategic Planning, Team Leadership, Derivatives, Financial Advisory, Investment Banking, Networking, Electronic Trading, Private Equity, Risk Management, Wealth Management..., Bonds, Series 24, ETFs, Series 65, Portfolio Management, Investment Strategies, Investment Advisory, Product Management, FINRA, Mutual Funds, Bloomberg, Structured Finance, Options, Financial Markets, Strategy, Prime Brokerage
Education
Harvard Business School 1985 — 1987
MBA
Duke University 1978 — 1982
BA, Psychology, Economics
Paul Crisci's Jefferies LLC Experience October 1994 - Present
Job Managing Director & Group Head at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC October 1994 - Present
Skills
Private Equity, Investment Banking, Venture Capital, Equities, Banking, Management, Leadership, Marketing, Valuation, Financial Modeling, Capital Markets, Mergers & Acquisitions, Corporate Finance, Corporate Development
Education
Harvard Business School 1989 — 1991
MBA, Business
University of Maryland College Park 1981 — 1985
B.S., Finance and Economics
Jefferies LLC October 1994 - Present
Skills
Private Equity, Investment Banking, Venture Capital, Equities, Banking, Management, Leadership, Marketing, Valuation, Financial Modeling, Capital Markets, Mergers & Acquisitions, Corporate Finance, Corporate Development
Education
Harvard Business School 1989 — 1991
MBA, Business
University of Maryland College Park 1981 — 1985
B.S., Finance and Economics
Marat Khusainov's Jefferies LLC Experience June 2013 - November 2014
Job Assistant Vice President Financial Institutions Group at Barclays
Industry Insurance
Experience
Barclays Investment Bank November 2014 - Present
Jefferies LLC June 2013 - November 2014
AIG July 2011 - June 2013
AIG April 2009 - November 2011
AIG June 2008 - April 2009
AIG December 2002 - June 2008
Skills
Financial Modeling, Forecasting, Analysis, Financial Reporting, Due Diligence, Financial Analysis, Valuation, DCF, Sensitivity Analysis, Scenario Analysis, Capital Adequacy, Capital Markets, Corporate Finance, Equities, Finance, Fixed Income, Investment Banking, Strategy
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Investment Banking and Financial Management
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Barclays Investment Bank November 2014 - Present
Jefferies LLC June 2013 - November 2014
AIG July 2011 - June 2013
AIG April 2009 - November 2011
AIG June 2008 - April 2009
AIG December 2002 - June 2008
Skills
Financial Modeling, Forecasting, Analysis, Financial Reporting, Due Diligence, Financial Analysis, Valuation, DCF, Sensitivity Analysis, Scenario Analysis, Capital Adequacy, Capital Markets, Corporate Finance, Equities, Finance, Fixed Income, Investment Banking, Strategy
Education
Fordham University - Graduate School of Business Administration 2009 — 2011
MBA, Investment Banking and Financial Management
Saint John's University - Peter J. Tobin College of Business 1998 — 2002
BS, Finance
Sivarama Velicheti's Jefferies LLC Experience December 2013 - July 2014
Job Remedy Architect at Oncor Electric Delivery
Industry Information Technology and Services
Experience
Oncor Electric Delivery October 2014 - Present
AT&T August 2014 - October 2014
Jefferies LLC December 2013 - July 2014
Hewlett Packard October 2010 - October 2013
Ahold October 2010 - October 2013
South Florida Water Management District February 2010 - October 2010
Varolii May 2008 - December 2009
Karna Global Technologies 2006 - 2007
Karna Global Technologies 2006 - 2007
Skills
Java, IT Service Management, BMC Remedy, Solaris, Requirements Analysis, Business Analysis, JavaScript, Kinetic Service Request, Kinetic Task Management, PL/SQL, Microsoft SQL Server, Oracle, Perl, CMDB, Unix, Web Services, SQL, Business Intelligence, Crystal Reports
Education
University of Alaska Fairbanks 2004 — 2006
MS, Computer Science
Jawaharlal Nehru Technological University 2000 — 2004
B.Tech, Computer Science & Engineering
V.T. College
V.T. College
Oncor Electric Delivery October 2014 - Present
AT&T August 2014 - October 2014
Jefferies LLC December 2013 - July 2014
Hewlett Packard October 2010 - October 2013
Ahold October 2010 - October 2013
South Florida Water Management District February 2010 - October 2010
Varolii May 2008 - December 2009
Karna Global Technologies 2006 - 2007
Karna Global Technologies 2006 - 2007
Skills
Java, IT Service Management, BMC Remedy, Solaris, Requirements Analysis, Business Analysis, JavaScript, Kinetic Service Request, Kinetic Task Management, PL/SQL, Microsoft SQL Server, Oracle, Perl, CMDB, Unix, Web Services, SQL, Business Intelligence, Crystal Reports
Education
University of Alaska Fairbanks 2004 — 2006
MS, Computer Science
Jawaharlal Nehru Technological University 2000 — 2004
B.Tech, Computer Science & Engineering
V.T. College
V.T. College
Jawad Chaudhry's Jefferies LLC Experience December 2010 - June 2014
Job Senior Vice President at Investors Bank
Industry Financial Services
Experience
Investors Bank May 2015 - Present
Prudential Financial June 2014 - May 2015
Jefferies LLC December 2010 - June 2014
Lehman Brothers / Barclays Capital July 2003 - December 2010
Gardner Russo and Gardner June 2002 - June 2003
Skills
Financial Modeling, FIG, Investment Banking, Capital Markets, Valuation, Financial Analysis, Financial Institutions, Corporate Finance, Corporate Development
Education
Aitchison College
Franklin & Marshall College
BA, Economics, Mathematics, Business Finance
Investors Bank May 2015 - Present
Prudential Financial June 2014 - May 2015
Jefferies LLC December 2010 - June 2014
Lehman Brothers / Barclays Capital July 2003 - December 2010
Gardner Russo and Gardner June 2002 - June 2003
Skills
Financial Modeling, FIG, Investment Banking, Capital Markets, Valuation, Financial Analysis, Financial Institutions, Corporate Finance, Corporate Development
Education
Aitchison College
Franklin & Marshall College
BA, Economics, Mathematics, Business Finance
Mohit Pande's Jefferies LLC Experience April 2013 - Present
Job Managing Director at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC April 2013 - Present
Deutsche Bank August 2001 - March 2013
Arthur D. Little October 1996 - May 1999
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Indian Institute of Technology, Delhi 1990 — 1994
The Air Force School 1984 — 1990
Jefferies LLC April 2013 - Present
Deutsche Bank August 2001 - March 2013
Arthur D. Little October 1996 - May 1999
Education
University of Pennsylvania - The Wharton School 1999 — 2001
MBA
Indian Institute of Technology, Delhi 1990 — 1994
The Air Force School 1984 — 1990
Christopher Amery's Jefferies LLC Experience April 2011 - Present
Job Head of US Equity Derivatives Trading
Industry Financial Services
Experience
Jefferies LLC April 2011 - Present
Credit Suisse 2004 - April 2011
Education
Dartmouth College 2000 — 2004
A.B., Economics and History
Jefferies LLC April 2011 - Present
Credit Suisse 2004 - April 2011
Education
Dartmouth College 2000 — 2004
A.B., Economics and History
Thomas Mazzucco's Jefferies LLC Experience 2013 - Present
Job Managing Director, Global Head of Internet Investment Banking at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC 2013 - Present
Citi 2009 - 2013
UBS Investment Bank 2006 - 2009
Lehman Brothers 2004 - 2006
Merrill Lynch 1988 - 2002
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Duke University 1984 — 1988
BS, Electrical Engineering, Economics
Jefferies LLC 2013 - Present
Citi 2009 - 2013
UBS Investment Bank 2006 - 2009
Lehman Brothers 2004 - 2006
Merrill Lynch 1988 - 2002
Skills
Investment Banking, Corporate Finance, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 1990 — 1992
MBA, Finance
Duke University 1984 — 1988
BS, Electrical Engineering, Economics
Maria Benazzi's Jefferies LLC Experience September 2013 - Present
Job International Sales Trader at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC September 2013 - Present
Barclays Capital May 2009 - August 2013
Skills
Series 7, Series 55, Series 63, Equities, Fixed Income, Capital Markets, Bloomberg, Hedge Funds, Derivatives, Valuation, Financial Modeling, Options, Private Equity, Trading
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, International Business/Organization and Management
Jefferies LLC September 2013 - Present
Barclays Capital May 2009 - August 2013
Skills
Series 7, Series 55, Series 63, Equities, Fixed Income, Capital Markets, Bloomberg, Hedge Funds, Derivatives, Valuation, Financial Modeling, Options, Private Equity, Trading
Education
Emory University - Goizueta Business School 2005 — 2009
BBA, International Business/Organization and Management
Ward Gruppo's Jefferies LLC Experience June 2014 - Present
Job Analyst at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC June 2014 - Present
Barclays August 2012 - June 2014
Knight Capital Group June 2011 - August 2011
Gruppo, Levey & Co. May 2010 - August 2010
Education
Dickinson College 2008 — 2012
International Business and Management
Fairfield Prep
Jefferies LLC June 2014 - Present
Barclays August 2012 - June 2014
Knight Capital Group June 2011 - August 2011
Gruppo, Levey & Co. May 2010 - August 2010
Education
Dickinson College 2008 — 2012
International Business and Management
Fairfield Prep
Joseph Salamone's Jefferies LLC Experience January 2014 - Present
Job Associate, Leveraged Credit at Jefferies LLC.
Industry Financial Services
Experience
Jefferies LLC January 2014 - Present
SecondMarket, Inc. January 2012 - March 2013
SecondMarket, Inc. November 2009 - December 2011
American Express June 2008 - August 2008
Merrill Lynch December 2006 - January 2008
Skills
Investments, Mutual Funds, Securities, Fixed Income, Trading, Hedge Funds, Municipal Bonds, Bloomberg Terminal
Education
Manhattan College 2005 — 2009
BS, Finance and International Business
Jefferies LLC January 2014 - Present
SecondMarket, Inc. January 2012 - March 2013
SecondMarket, Inc. November 2009 - December 2011
American Express June 2008 - August 2008
Merrill Lynch December 2006 - January 2008
Skills
Investments, Mutual Funds, Securities, Fixed Income, Trading, Hedge Funds, Municipal Bonds, Bloomberg Terminal
Education
Manhattan College 2005 — 2009
BS, Finance and International Business
Ben Justus's Jefferies LLC Experience December 2013 - September 2015
Job Associate at The Pinkard Group
Industry Venture Capital & Private Equity
Experience
The Pinkard Group September 2015 - Present
Jefferies LLC December 2013 - September 2015
Grubb Properties April 2013 - December 2013
Precision July 2012 - April 2013
McColl Partners October 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Commercial Real Estate, Economics, Real Estate Economics, Leveraged Finance, Argus Modeling, Real Estate Development, Commercial Real Estate..., Commercial Real Estate..., Cash Flow Forecasting
Education
Davidson College 2007 — 2011
Bachelor's Degree, Economics, Magna Cum Laude
The Pinkard Group September 2015 - Present
Jefferies LLC December 2013 - September 2015
Grubb Properties April 2013 - December 2013
Precision July 2012 - April 2013
McColl Partners October 2011 - May 2012
Skills
Financial Modeling, Financial Analysis, Microsoft Excel, PowerPoint, Commercial Real Estate, Economics, Real Estate Economics, Leveraged Finance, Argus Modeling, Real Estate Development, Commercial Real Estate..., Commercial Real Estate..., Cash Flow Forecasting
Education
Davidson College 2007 — 2011
Bachelor's Degree, Economics, Magna Cum Laude
Dennis Corkery's Jefferies LLC Experience June 2008 - June 2009
Job Technology, Analytics and Data Sales at 1010data
Industry Financial Services
Experience
1010data 2014 - Present
Equifax INC May 2011 - February 2014
Equifax INC July 2009 - April 2011
Jefferies LLC June 2008 - June 2009
Barclays Capital July 2006 - May 2008
United States Navy; USS CHINOOK (PC - 9) March 2002 - October 2003
United States Navy; USS PETERSON (DD-969) June 1999 - February 2002
Skills
Strategic Planning, Risk Management, Financial Modeling, Capital Markets, Securitization, Strategy, Leadership, Mergers & Acquisitions, Financial Analysis, Fixed Income, MBS, Agency MBS, ABS, Strategic Data Analysis, Residential Mortgages, New Business Development, Executive Management, Data Analysis, Product Management, Product Development, P&L Management, Competitive Analysis, Contract Negotiation, Strategic Negotiations, Sales & Marketing..., General Management, Cross-functional Team..., Big Data, Financial Services, Revenue Forecasting, Pricing, Go-to-market Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
Harvard University 1996 — 1999
A.B., cum laude
Wesleyan University 1995 — 1996
The Noble and Greenough School
1010data 2014 - Present
Equifax INC May 2011 - February 2014
Equifax INC July 2009 - April 2011
Jefferies LLC June 2008 - June 2009
Barclays Capital July 2006 - May 2008
United States Navy; USS CHINOOK (PC - 9) March 2002 - October 2003
United States Navy; USS PETERSON (DD-969) June 1999 - February 2002
Skills
Strategic Planning, Risk Management, Financial Modeling, Capital Markets, Securitization, Strategy, Leadership, Mergers & Acquisitions, Financial Analysis, Fixed Income, MBS, Agency MBS, ABS, Strategic Data Analysis, Residential Mortgages, New Business Development, Executive Management, Data Analysis, Product Management, Product Development, P&L Management, Competitive Analysis, Contract Negotiation, Strategic Negotiations, Sales & Marketing..., General Management, Cross-functional Team..., Big Data, Financial Services, Revenue Forecasting, Pricing, Go-to-market Strategy
Education
Massachusetts Institute of Technology - Sloan School of Management 2004 — 2006
Master of Business Administration (M.B.A.)
Harvard University 1996 — 1999
A.B., cum laude
Wesleyan University 1995 — 1996
The Noble and Greenough School
Harold Bean's Jefferies LLC Experience March 2009 - March 2013
Job
Industry Financial Services
Experience
Frasca & Associates, L.L.C. March 2013 - Present
Jefferies LLC March 2009 - March 2013
DEPFA First Albany September 2008 - March 2009
Citi August 2004 - June 2008
First Albany Capital March 2000 - August 2004
UBS Investment Bank August 1997 - March 2000
Dillon Read & Company July 1992 - August 1997
Dean Witter Reynolds December 1985 - July 1992
Education
State University of New York at Albany 1983 — 1985
Master of Business Administration (MBA), Finance, General
Ithaca College 1978 — 1982
Bachelor of Science (BS), Cinema and Photography
Frasca & Associates, L.L.C. March 2013 - Present
Jefferies LLC March 2009 - March 2013
DEPFA First Albany September 2008 - March 2009
Citi August 2004 - June 2008
First Albany Capital March 2000 - August 2004
UBS Investment Bank August 1997 - March 2000
Dillon Read & Company July 1992 - August 1997
Dean Witter Reynolds December 1985 - July 1992
Education
State University of New York at Albany 1983 — 1985
Master of Business Administration (MBA), Finance, General
Ithaca College 1978 — 1982
Bachelor of Science (BS), Cinema and Photography
Frank Diebold's Jefferies LLC Experience September 2012 - June 2015
Job Research Associate at Osterweis Capital Management
Industry Investment Management
Experience
Osterweis Capital Management July 2015 - Present
Jefferies LLC September 2012 - June 2015
MetLife Investments June 2011 - August 2012
T. Rowe Price July 2010 - September 2010
GE Capital April 2010 - June 2010
Education
University of Pennsylvania 2007 — 2011
B.A., History and Philosophy of Science and Technology
The Haverford School 2003 — 2007
Georgetown University
Osterweis Capital Management July 2015 - Present
Jefferies LLC September 2012 - June 2015
MetLife Investments June 2011 - August 2012
T. Rowe Price July 2010 - September 2010
GE Capital April 2010 - June 2010
Education
University of Pennsylvania 2007 — 2011
B.A., History and Philosophy of Science and Technology
The Haverford School 2003 — 2007
Georgetown University
Zahra Jaffer's Jefferies LLC Experience April 2014 - Present
Job Healthcare Investment Banking
Industry Financial Services
Experience
Jefferies LLC April 2014 - Present
GE Capital February 2011 - March 2014
GE Capital June 2007 - February 2011
Skills
Corporate Finance, Banking, Risk Management, Investment Banking, Due Diligence, Financial Risk, Finance, Loans
Education
DePaul University 2003 — 2007
BS, Accounting and Finance
Jefferies LLC April 2014 - Present
GE Capital February 2011 - March 2014
GE Capital June 2007 - February 2011
Skills
Corporate Finance, Banking, Risk Management, Investment Banking, Due Diligence, Financial Risk, Finance, Loans
Education
DePaul University 2003 — 2007
BS, Accounting and Finance
Rebecca Hodel's Jefferies LLC Experience April 2013 - December 2013
Job Associate, Product Strategy at Lord, Abbett & Co. LLC
Industry Financial Services
Experience
Lord, Abbett & Co. LLC September 2014 - Present
Lord, Abbett & Co. LLC June 2014 - August 2014
Rebecca Hodel January 2014 - June 2014
Jefferies LLC April 2013 - December 2013
Guizhou Commercial College June 2009 - January 2011
Peace Corps August 2007 - May 2009
Illinois State University August 2006 - July 2007
Caterpillar Inc. January 2006 - May 2006
Skills
International..., English, Research, International Relations, Teaching, French, Nonprofits, Data Analysis, Microsoft Office, Painting, Higher Education, Event Planning, Social Media, Program Evaluation, Community Outreach
Education
Illinois State University
MS, Economics
Lord, Abbett & Co. LLC September 2014 - Present
Lord, Abbett & Co. LLC June 2014 - August 2014
Rebecca Hodel January 2014 - June 2014
Jefferies LLC April 2013 - December 2013
Guizhou Commercial College June 2009 - January 2011
Peace Corps August 2007 - May 2009
Illinois State University August 2006 - July 2007
Caterpillar Inc. January 2006 - May 2006
Skills
International..., English, Research, International Relations, Teaching, French, Nonprofits, Data Analysis, Microsoft Office, Painting, Higher Education, Event Planning, Social Media, Program Evaluation, Community Outreach
Education
Illinois State University
MS, Economics
Afshan Intikhab's Jefferies LLC Experience May 2007 - June 2008
Job Business Analyst
Industry Information Technology and Services
Experience
AIG January 2014 - March 2014
PNC January 2009 - June 2013
Jefferies LLC May 2007 - June 2008
Skills
Leadership, Windows, Team Leadership, PHP, Microsoft Office, Social Media, Microsoft Excel, C, C#, PowerPoint, Photoshop, Java, CSS, Microsoft Word, SQL, Linux, JavaScript, HTML, C++, Teamwork, Customer Service, MySQL, Management, Programming, Access, Databases, OS X, Troubleshooting
Education
Karachi University 2004 — 2008
Bachelor's degree, Science and IT
Heritage high school 1998 — 2002
AIG January 2014 - March 2014
PNC January 2009 - June 2013
Jefferies LLC May 2007 - June 2008
Skills
Leadership, Windows, Team Leadership, PHP, Microsoft Office, Social Media, Microsoft Excel, C, C#, PowerPoint, Photoshop, Java, CSS, Microsoft Word, SQL, Linux, JavaScript, HTML, C++, Teamwork, Customer Service, MySQL, Management, Programming, Access, Databases, OS X, Troubleshooting
Education
Karachi University 2004 — 2008
Bachelor's degree, Science and IT
Heritage high school 1998 — 2002
Christen Chen's Jefferies LLC Experience July 2015 - Present
Job Sr. Research Associate at Jefferies
Industry Financial Services
Experience
Jefferies LLC July 2015 - Present
Jefferies July 2015 - Present
US Treasury May 2013 - August 2013
Bank of America Merrill Lynch- Private Bank August 2007 - May 2013
Peachtree Equity Partners April 2007 - July 2007
Skills
Financial Modeling
Education
Emory University - Goizueta Business School 2003 — 2006
Bachelor, Business Administration; Finance and DIA (Decision/Information Analysis
University of California, Berkeley, Haas School of Business
Jefferies LLC July 2015 - Present
Jefferies July 2015 - Present
US Treasury May 2013 - August 2013
Bank of America Merrill Lynch- Private Bank August 2007 - May 2013
Peachtree Equity Partners April 2007 - July 2007
Skills
Financial Modeling
Education
Emory University - Goizueta Business School 2003 — 2006
Bachelor, Business Administration; Finance and DIA (Decision/Information Analysis
University of California, Berkeley, Haas School of Business
Laura Shiflett's Jefferies LLC Experience January 2013 - Present
Job Senior Vice President of U.S. Regulatory Ops Team at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC January 2013 - Present
General Electric Company January 2012 - January 2013
BNY Mellon July 2008 - January 2012
JPMorgan Chase May 2001 - July 2008
United Way of Monroe County December 1997 - May 2001
Skills
Account Reconciliation, Corporate Tax, Banking, Mergers & Acquisitions, Auditing, Tax, Software Documentation, Microsoft Excel, Internal Controls, Management, Financial Reporting, International Tax, Access, Financial Analysis, Accounting, Tax Accounting, Finance, Due Diligence, CPA, Sarbanes-Oxley Act, Financial Services
Education
Long Island University, Brooklyn Campus 2010 — 2014
Master's Degree, Taxation, 3.94
Siena Heights College
Bachelor of Arts Degree, Accounting & Business Admin
Jefferies LLC January 2013 - Present
General Electric Company January 2012 - January 2013
BNY Mellon July 2008 - January 2012
JPMorgan Chase May 2001 - July 2008
United Way of Monroe County December 1997 - May 2001
Skills
Account Reconciliation, Corporate Tax, Banking, Mergers & Acquisitions, Auditing, Tax, Software Documentation, Microsoft Excel, Internal Controls, Management, Financial Reporting, International Tax, Access, Financial Analysis, Accounting, Tax Accounting, Finance, Due Diligence, CPA, Sarbanes-Oxley Act, Financial Services
Education
Long Island University, Brooklyn Campus 2010 — 2014
Master's Degree, Taxation, 3.94
Siena Heights College
Bachelor of Arts Degree, Accounting & Business Admin
Niambi Williams-Rahim's Jefferies LLC Experience June 2003 - Present
Job Assistant Vice President at Jefferies & Company
Industry Investment Banking
Experience
Jefferies LLC June 2003 - Present
Skills
Public Speaking, Mergers & Acquisitions, Leadership, Management, Strategy, Microsoft Office, Nonprofits, Corporate Finance, Project Management, Strategic Planning, PowerPoint, Investment Banking, Customer Service, Program Management, Talent Acquisition, Equities
Education
Florida State University 1994 — 1997
MFA, Theatre
University of Alabama 1990 — 1994
BA, Theatre, English, Communications
Jefferies LLC June 2003 - Present
Skills
Public Speaking, Mergers & Acquisitions, Leadership, Management, Strategy, Microsoft Office, Nonprofits, Corporate Finance, Project Management, Strategic Planning, PowerPoint, Investment Banking, Customer Service, Program Management, Talent Acquisition, Equities
Education
Florida State University 1994 — 1997
MFA, Theatre
University of Alabama 1990 — 1994
BA, Theatre, English, Communications
Landry Ngambia's Jefferies LLC Experience August 2010 - April 2014
Job Associate at RBC Capital Markets
Industry Investment Banking
Experience
RBC Capital Markets April 2014 - Present
Jefferies LLC August 2010 - April 2014
Citi June 2009 - August 2009
Harman Becker January 2006 - July 2008
Statec Buhnentechnik May 2004 - December 2005
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Deal Execution, Mergers, Due Diligence, Financial Analysis, LBO, Mergers, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
Master of Business Administration (MBA)
University of Karlsruhe 1997 — 2004
Master of Science (M.S.), Electrical and Electronics Engineering
RBC Capital Markets April 2014 - Present
Jefferies LLC August 2010 - April 2014
Citi June 2009 - August 2009
Harman Becker January 2006 - July 2008
Statec Buhnentechnik May 2004 - December 2005
Skills
Investment Banking, Valuation, Financial Modeling, Corporate Finance, Capital Markets, Deal Execution, Mergers, Due Diligence, Financial Analysis, LBO, Mergers, Finance
Education
University of Virginia - Darden Graduate School of Business Administration 2008 — 2010
Master of Business Administration (MBA)
University of Karlsruhe 1997 — 2004
Master of Science (M.S.), Electrical and Electronics Engineering
Dhruv Bhatt's Jefferies LLC Experience April 2011 - Present
Job Associate at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC April 2011 - Present
Manhattan College January 2009 - May 2009
Securitics July 2008 - December 2008
Skills
VBA, Financial Modeling, Java, SQL, Fixed Income, Equity Derivatives, Bloomberg
Education
Stevens Institute of Technology 2009 — 2010
Master of Science, Financial Engineering
Dharmsinh Desai Institute of Technology 2004 — 2008
Bachelor of Engineering, Information Technology
Jefferies LLC April 2011 - Present
Manhattan College January 2009 - May 2009
Securitics July 2008 - December 2008
Skills
VBA, Financial Modeling, Java, SQL, Fixed Income, Equity Derivatives, Bloomberg
Education
Stevens Institute of Technology 2009 — 2010
Master of Science, Financial Engineering
Dharmsinh Desai Institute of Technology 2004 — 2008
Bachelor of Engineering, Information Technology
Cory Feller's Jefferies LLC Experience June 2014 - Present
Job Investment Banking Analyst at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC June 2014 - Present
KPMG US August 2013 - May 2014
KPMG US June 2012 - August 2012
Education
Indiana University - Kelley School of Business 2012 — 2013
Master's degree, Accounting
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Jefferies LLC June 2014 - Present
KPMG US August 2013 - May 2014
KPMG US June 2012 - August 2012
Education
Indiana University - Kelley School of Business 2012 — 2013
Master's degree, Accounting
Indiana University - Kelley School of Business 2008 — 2012
Bachelor of Science (B.S.), Accounting and Finance
Hanyang (Kevin) Wang's Jefferies LLC Experience July 2013 - March 2014
Job Investment Associate at Gordon and Betty Moore Foundation
Industry Financial Services
Experience
Gordon and Betty Moore Foundation June 2015 - Present
Canaccord Genuity Inc. March 2014 - May 2015
Jefferies LLC July 2013 - March 2014
Duke Management Company (DUMAC, Inc.) June 2012 - August 2012
Bank of China June 2010 - August 2010
Education
Duke University 2009 — 2013
Bachelor of Science (BSc), Economics
Gordon and Betty Moore Foundation June 2015 - Present
Canaccord Genuity Inc. March 2014 - May 2015
Jefferies LLC July 2013 - March 2014
Duke Management Company (DUMAC, Inc.) June 2012 - August 2012
Bank of China June 2010 - August 2010
Education
Duke University 2009 — 2013
Bachelor of Science (BSc), Economics
James Ong's Jefferies LLC Experience July 2012 - June 2014
Job Portfolio Management Associate at Global X Management Company
Industry Financial Services
Experience
Global X Management Company July 2014 - Present
Jefferies LLC July 2012 - June 2014
Supplies for Dreams 2008 - 2011
Deerfield Capital Management June 2010 - August 2010
Skills
Investment Banking, Stata, Financial Modeling, Bloomberg, Valuation, Financial Analysis, LBO, Capital IQ, DCF, Bloomberg Terminal, Due Diligence, Corporate Finance, Portfolio Management, Economics
Education
Harvard University 2008 — 2012
BA, Economics
New Trier High School 2004 — 2008
Global X Management Company July 2014 - Present
Jefferies LLC July 2012 - June 2014
Supplies for Dreams 2008 - 2011
Deerfield Capital Management June 2010 - August 2010
Skills
Investment Banking, Stata, Financial Modeling, Bloomberg, Valuation, Financial Analysis, LBO, Capital IQ, DCF, Bloomberg Terminal, Due Diligence, Corporate Finance, Portfolio Management, Economics
Education
Harvard University 2008 — 2012
BA, Economics
New Trier High School 2004 — 2008
William Austin Young's Jefferies LLC Experience May 2014 - August 2014
Job Investment Banking Analyst at Brocair Partners LLC
Industry Investment Banking
Experience
Brocair Partners LLC August 2015 - Present
Jefferies LLC May 2014 - August 2014
U.S. House of Representatives March 2013 - August 2013
Skills
Mergers & Acquisitions, Financial Analysis, M&A analysis, Market Research, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2012 — 2015
Bachelor’s Degree, Major: Accounting and Finance; Minor: Economics
Brocair Partners LLC August 2015 - Present
Jefferies LLC May 2014 - August 2014
U.S. House of Representatives March 2013 - August 2013
Skills
Mergers & Acquisitions, Financial Analysis, M&A analysis, Market Research, Financial Modeling
Education
Georgetown University - The McDonough School of Business 2012 — 2015
Bachelor’s Degree, Major: Accounting and Finance; Minor: Economics
Jordan Hix's Jefferies LLC Experience September 2007 - Present
Job Vice President at Jefferies
Industry Investment Banking
Experience
Jefferies LLC September 2007 - Present
Ernst & Young August 2004 - August 2007
Skills
Investment Banking, Due Diligence, Financial Modeling, Finance, Business Analysis, Financial Markets, Accounting, Capital Markets, DCF, Leveraged Finance
Education
Harding University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Economics (Double Major)
Jefferies LLC September 2007 - Present
Ernst & Young August 2004 - August 2007
Skills
Investment Banking, Due Diligence, Financial Modeling, Finance, Business Analysis, Financial Markets, Accounting, Capital Markets, DCF, Leveraged Finance
Education
Harding University 1999 — 2003
Bachelor of Business Administration (B.B.A.), Accounting and Economics (Double Major)
Christopher Bianchi's Jefferies LLC Experience March 2006 - Present
Job Managing Director at Jefferies LLC
Industry Financial Services
Experience
Jefferies LLC March 2006 - Present
Banc of America Securities LLC June 1998 - February 2006
Education
James Madison University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Jefferies LLC March 2006 - Present
Banc of America Securities LLC June 1998 - February 2006
Education
James Madison University 1994 — 1998
Bachelor of Business Administration (B.B.A.), Finance, General
Patrick McCarthy's Jefferies LLC Experience July 2014 - Present
Job Managing Director & CoHead of NotforProfit Healthcare
Industry Investment Banking
Experience
Jefferies LLC July 2014 - Present
Goldman Sachs June 2003 - June 2014
Morgan Stanley 1998 - 2003
Lehman Brothers 1993 - 1997
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Private Equity, Valuation, Hedge Funds, Derivatives, Securities, Bloomberg, Alternative Investments, Bonds, Series 7, Investment Management, Series 63, Structured Finance, Asset Management, Financial Modeling, Structured Products, Investments, Financial Analysis, Due Diligence, Management, Mergers & Acquisitions, Finance
Education
Lake Forest College 1985 — 1989
St Mark's School 1982 — 1985
Jefferies LLC July 2014 - Present
Goldman Sachs June 2003 - June 2014
Morgan Stanley 1998 - 2003
Lehman Brothers 1993 - 1997
Skills
Equities, Fixed Income, Investment Banking, Capital Markets, Private Equity, Valuation, Hedge Funds, Derivatives, Securities, Bloomberg, Alternative Investments, Bonds, Series 7, Investment Management, Series 63, Structured Finance, Asset Management, Financial Modeling, Structured Products, Investments, Financial Analysis, Due Diligence, Management, Mergers & Acquisitions, Finance
Education
Lake Forest College 1985 — 1989
St Mark's School 1982 — 1985
Bob Doolittle's Jefferies LLC Experience 2000 - 2003
Job Member of the Board of the Tenn. Health Services Development Agency
Industry Capital Markets
Experience
Tenn. Health Services Development Agency June 2011 - Present
Self-employed 2004 - Present
MHM Services, Inc 2001 - 2014
Quarles Petroleum, Inc. 2005 - 2012
HIT Services, Inc. 2007 - 2010
Jefferies LLC 2000 - 2003
J C Bradford & Co. 1969 - 2000
Skills
Investment banking,..., Corporate Governance, Investment Banking, Corporate Finance, Capital Markets, Investments, Management, Mergers & Acquisitions
Education
Georgetown University Law Center 1965 — 1968
Doctor of Law (JD)
Lehigh University - College of Business and Economics
B.S, Business Administration and Management, General
Tenn. Health Services Development Agency June 2011 - Present
Self-employed 2004 - Present
MHM Services, Inc 2001 - 2014
Quarles Petroleum, Inc. 2005 - 2012
HIT Services, Inc. 2007 - 2010
Jefferies LLC 2000 - 2003
J C Bradford & Co. 1969 - 2000
Skills
Investment banking,..., Corporate Governance, Investment Banking, Corporate Finance, Capital Markets, Investments, Management, Mergers & Acquisitions
Education
Georgetown University Law Center 1965 — 1968
Doctor of Law (JD)
Lehigh University - College of Business and Economics
B.S, Business Administration and Management, General
Michael Kasper's Jefferies LLC Experience January 2009 - Present
Job Managing Director at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC January 2009 - Present
JPMorgan Chase April 2008 - December 2008
Bear Stearns November 2000 - March 2008
Education
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Jefferies LLC January 2009 - Present
JPMorgan Chase April 2008 - December 2008
Bear Stearns November 2000 - March 2008
Education
Franklin & Marshall College 1986 — 1990
Bachelor of Arts (B.A.), Political Science and Government
Ned Flynn's Jefferies LLC Experience April 2009 - Present
Job MD at Jefferies LLC
Industry Investment Banking
Experience
Jefferies LLC April 2009 - Present
DEPFA First Albany 2007 - 2009
First Albany Capital 1988 - 2007
EF Hutton November 1979 - January 1988
Skills
Investment Banking, Securities, Municipalities, Capital Markets, Fixed Income, Valuation, Structured Products, Financial Modeling, Investments
Education
Georgetown University 1975 — 1979
BA, American Government
Jefferies LLC April 2009 - Present
DEPFA First Albany 2007 - 2009
First Albany Capital 1988 - 2007
EF Hutton November 1979 - January 1988
Skills
Investment Banking, Securities, Municipalities, Capital Markets, Fixed Income, Valuation, Structured Products, Financial Modeling, Investments
Education
Georgetown University 1975 — 1979
BA, American Government
JPMorgan Chase
Goldman Sachs
J.P. Morgan
Credit Suisse
Deutsche Bank
Citigroup
JP Morgan Chase
UBS